Setting Up Site-to-Site Supply Chain Parameters for Trading—Exercises
Basic Data Setup
Site
Purpose: The purpose of this
exercise is to enter a supply site that will be connected to a supplier, and a
demand site that will be connected to a customer. By establishing the connection,
an internal supply site and an internal demand site is created.
Windows:
Site
Sites per User
- Open the
Site window.
- Create XXM (replace XX with your initials) as a new
site for Miami. This will be the supply site in this exercise. Connect the site to company 10. Enter
an asterisk (*)
for both the distribution and manufacturing calendar.
- Create XXB (replace XX with your initials) as a new
site for Boston. This will be the demand site in this exercise. Connect the site to company 10. Enter
an asterisk ( *) for both the distribution and manufacturing calendar.
- Click the
Sites
per User window and then connect the
two sites to your user ID.
Note: The exercise will be
easier to follow if the site description describes the type of site, i.e.,
whether it is a supply site or demand site.
General exercise for
Entering Site
Supplier
Purpose: The purpose of this
exercise is to enter a supplier that will be connected to the supply site. By
establishing the connection, an internal supply site will be created.
Windows:
Supplier
- Enter the supplier XXM-IS, replacing XX with your initials.
- In the
General tab, use English as the
default language.
- In the
Address tab, create a new
address identity.
Note: The exercise will be easier to follow if you are
using SD (supplier delivery address) as the address identity.
- In the Address/General Address Info
subtab, verify that the address type Delivery is marked as the default address identity that you are going to use.
- In the Address/Purchase Address Info
subtab, use CIF (Cost Insurance Freight) as the default delivery term,
and 30
(Road Transport) as the default ship-via code.
- Enter necessary data in the Invoice
tab, the
Purchase tab, and their subtabs. Remember to use
company 10 in the
Invoice tab.
- Establish the connection between the supplier and
the supply site XXM in the
Purchase/Misc Supplier Info subtab.
General exercise for
Supplier
Customer
Purpose: The purpose of this
exercise is to enter a customer that will be connected to the demand site. By
establishing the connection, an internal demand site will be created.
Windows:
Customer
- Enter the customer XXB-ID, replacing XX with your initials.
- In the
General tab, use German as the
default language.
- In the
Address tab, create a new
address identity.
Note: The exercise will be easier to follow if you are
using CD (customer delivery address) as the address identity.
- In the Address/General Address Info
subtab, verify that the address type Delivery is marked as the default address identity you are going to use.
- In the Address/Order Address Info
subtab, use CIF (Cost Insurance Freight) as the default delivery term, and 30
(Strassen transport)
as the default ship-via code.
- Enter necessary data in the Invoice
tab, the
Order tab, and their subtabs. Remember to use
company 10 in the
Invoice tab.
- Establish the connection between the customer and
the demand site XXB in the
Order/Misc Customer Info subtab.
General exercise for
Customer
Supply Chain Part Group
Purpose: The purpose of this
exercise is to enter a supply chain part group to be able to practice on
defining exceptions.
Windows:
Inventory Basic Data/Supply Chain Part Group
- Enter a supply chain part group with the short code
XXCG (replacing XX with your initials) and Chilled Goods as the description.
General exercise for Supply Chain Part Group
Purchased Inventory Part
Purpose: The purpose of this
exercise is to enter an inventory part that will be connected to the supply chain
part group. Then it is possible to define exceptions to the entered supply chain
parameters for an established supply chain relation.
Windows:
Inventory Part
- Enter an inventory part with the part number XX-321, replacing XX with your initials, and the description
Fluid.
- Enter the inventory part for the demand site, i.e., XXB. (To run a complete flow you need to establish a connection
between the part and supplier. You also need to copy the inventory part to the
supply site, i.e., XXM, enter the inventory part as a sales part, and also
place the parts in a picking location).
- Enter yourself as a planner.
- Use Liter as the unit of measure.
- Use 100 USD as the estimated material cost.
- In the
Acquisition tab, connect the
inventory part to your supply chain part group.
General exercise for
Purchased Inventory Part
Main Exercise
Purpose: The purpose of this lesson
is to set up a supply chain relation between an internal supply site and an
internal demand site, and also define supply chain parameters.
After you have completed the exercises, you can study how the supply chain
parameters are retrieved by entering a purchase order on the internal demand
site or a customer order on the internal supply site.
Windows:
Site to Site Supply Chain Parameters
- Open the
Site to Site Supply Chain Parameters
window.
- Create a new record (F5).
-
Enter the internal supply site. When you continue to the next entry field, the internal supplier appears automatically.
- Enter the internal demand site. When you continue to the next entry field, the internal customer appears automatically.
- Enter a ship-via code for sea transportation, e.g., 40 (Sea Transport).
The description appears automatically.
- Specify the delivery lead time in calendar days,
e.g., 3
days.
- Specify the internal time in calendar days, e.g., 1
day.
- Enter the distance between the internal supply site
and the internal demand site, e.g., 2200 (km).
- Enter an expected additional cost for shipping the
parts by using the entered transportation method, e.g., 100.
- Specify in what currency the expected additional
cost is entered, e.g., USD. You can find an applicable currency by using the List of
Values.
- Save your entry (F12).
Note: You also can work from
the
Supply Chain Matrix for Site window.
- Open the
Site to Site Supply Chain Parameters
window.
- Select the entry in the upper
table for which you want to enter exceptions.
-
Place the cursor in the lower table and create a new record (F5).
-
Enter the supply chain part group. The description appears automatically when
you continue to the next field.
- Enter a ship-via code for air transportation, e.g.,
10 (Air Transport).
The description appears automatically.
- Specify the delivery lead time in calendar days,
e.g., 1 day.
- Specify the internal time in calendar days, e.g., 1
day.
- Enter the distance between the internal supply site
and the internal demand site, e.g., 2000 (km).
- Enter an expected additional cost for shipping the
parts by using the entered transportation method, e.g., 200.
- Specify in what currency the expected additional
cost is entered, e.g., USD. You can find an applicable currency by using the List of
Values.
- Save your entry (F12).