Enter Distribution Allocations—Exercises
IMPORTANT |
If you are a student, it is extremely important that you set up
and work within your own sites to maintain your data integrity. If
you work within any other site, you will compromise your own exercise
data as well as the data of other students. Predictable exercise results
require that your data be isolated in your own sites. |
Basic Data Setup
Entering User Coordinator Group Information
Purpose: The purpose of this exercise is to enter a
prefix and number series for the distribution allocation.
Windows:
Sites per User
Coordinator Group
- Open the
Sites
per User window.
- Query for your user.
- Select the default coordinator ID and default buyer ID from the List of
Values.
- Save the changes.
- On the Coordinator Group
window, enter the distribution allocations prefix and allocation order number
for the coordinator group connected to your user coordinator.
- Save the changes.
Enter Site
Purpose: The purpose of this exercise is to enter a
destination site and a supply site. You should also enter inventory locations on both
sites.
Windows:
Site
Sites per User
- Open the
Site
window.
- Create XXS as a new supply site, and XXD as a new
destination site. (Replace
XX with your initials.)
- Enter a picking lead time for each site.
- Connect delivery addresses to your sites.
- Click the
Sites per User window, and connect the two sites to your
user ID.
General exercise for
Enter Sites
Enter Internal Supplier
Purpose: The purpose of this exercise is to enter the
internal supplier record.
Windows:
Sites per User
- Open the
Site window.
- Query for the site you would want to define as
internal supplier
- On the
Distribution tab,
right-click and then click Create Internal Supplier.
- Select a template supplier from the List of
Values.
- Enter the new supplier ID XX INT SUP and name.
- Optionally, you can also enter the association
number for the supplier.
- The site's delivery address will automatically
be indicated. You can change the address, if desired
- Click OK to save the entry.
General exercise for
Supplier
Enter Internal Customer
Purpose: The purpose of this exercise is to enter the
internal customer record.
Windows:
Sites per User
- Open the
Site window.
- Query for the site you would want to define as
internal customer.
- On the
Distribution tab, right-click and then click Create Internal Customer.
- Select a template customer from the List of
Values.
- Enter the new customer ID and name
- Optionally, you can also enter the association
number and customer reference and click Next.
- The site's delivery address will automatically be
indicated. You can change the address if desired and click Next.
- Enter the document address for the customer and
click Next.
- Enter miscellaneous information such as payment
terms, delivery terms, ship-via, region, district etc. for the customer
- Click Finish to save the entry.
General exercise for
Enter Customer
Enter Purchased Inventory Part
Purpose: The purpose of this exercise is to create the
inventory part on both the destination site and the supply site.
Windows:
Inventory Part
- Enter an inventory part with the part number XX-62-117, replacing XX
with your initials, and the description Ball Bearing on both the XXD and XXP
sites.
- Enter your user ID as the planner.
- Use PCS as the unit of measure.
- Enter the default locations (arrival, quality assurance, and picking
location) for the inventory part.
General exercise for
Purchased Inventory Part
Enter Supplier for Purchase Part
Purpose: The purpose of this
exercise is to connect your purchase parts to the Internal supplier.
Windows:
Supplier for Purchase Part
- Enter a new combination of purchase part XX-62-117
and supplier XX-INT SUP The site should be XXD (Destination site)
General exercise for
Supplier for Purchase Part
Enter Sales Part
Purpose: The purpose of this
exercise is to show you how to set up the basic data required for running
customer agreement functionality, including deal per sales group.
Windows:
Sales Part
- Create four new sales parts: XX-62-117 for site XXS. (supply site)
- Remember the tax codes used if your company is
within a VAT tax regime.
- Save your changes.
General exercise for
Sales Part
Enter Assortment ID
Purpose: The purpose of this exercise is to set up the
Assortment ID.
Windows:
Assortment
- Enter an
assortment ID XXAS and description and save, replacing XX with your
initials.
- Right-click on the node in the Structure tab,
and then click Create Sub Nodes. Insert a new line and enter the sub node name
XXLEVEL1 and a description.
- Right-click on the created sub node and then
click Connect Parts. On the dialog box that appears, insert a
new line and query for Part XX-62-117. Click OK and save.
-
Right-click on the assortment
header and then click Activate to activate the assortment.
General exercise for Assortments
Enter Site Cluster
Purpose: The purpose of this exercise is to
create a site
cluster.
Windows:
Site Cluster
- Enter a site cluster ID XX_Cluster and a description, replacing XX with
your initials.
- Right-click on the node in the Structure tab, and
then click
Create Sub Nodes. Insert a new line and enter the sub node name
XXAreaL1 and a description.
- Right-click on the created sub node and
then click
Connect Sites. On the dialog box that appears, insert a new line and query
for site XXD. Click OK and save.
General exercise for
Entering Site
Clusters
Main Exercise
Purpose: The purpose of this lesson is to learn how to
create a distribution allocation
Windows:
Distribution Allocation
On XXP supply site has part XX-62-117
stocks which needs to be sent to the XXD destination site.
Enter Distribution Allocation
- Open the Distribution Allocations window.
- Create a new record (F5) for the distribution order.
- Enter XXP as the supply site.
- Enter the planned due date or planned receipt date.
- Enter NO as the order type.
- Enter assortment ID XXAS and select node ID XXLEVEL1.
- Enter site cluster XX_Cluster and select node ID
XXAreaL1.
- Save (F12).
- Right-click on the distribution allocation header, and then click
Create Allocation Lines. Enter allocation lines as required.
- On the Part Details tab, right-click and then
click Allocate Quantity by Site Cluster. In the dialog box that
appears, enter the assortment/node ID and the site cluster/node ID and enter
the quantities.
- Save (F12).