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

  1. Open the Sites per User window.
  2. Query for your user.
  3. Select the default coordinator ID and default buyer ID from the List of Values.
  4. Save the changes.
  5. On the Coordinator Group window, enter the distribution allocations prefix and allocation order number for the coordinator group connected to your user coordinator.
  6. 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

  1. Open the Site window.
  2. Create XXS as a new supply site, and XXD as a new destination site. (Replace XX with your initials.)
  3. Enter a picking lead time for each site.
  4. Connect delivery addresses to your sites.
  5. 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

  1. Open the Site window.
  2. Query for the site you would want to define as internal supplier
  3. On the Distribution tab, right-click and then click Create Internal Supplier.
  4. Select a template supplier from the List of Values.
  5. Enter the new supplier ID XX INT SUP and name.
  6. Optionally, you can also enter the association number for the supplier.
  7. The site's delivery address will automatically be indicated. You can change the address, if desired
  8. 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

  1. Open the Site window.
  2. Query for the site you would want to define as internal customer.
  3. On the Distribution tab, right-click and then click Create Internal Customer.
  4. Select a template customer from the List of Values.
  5. Enter the new customer ID and name
  6. Optionally, you can also enter the association number and customer reference and click Next.
  7. The site's delivery address will automatically be indicated. You can change the address if desired and click Next.
  8. Enter the document address for the customer and click Next.
  9. Enter miscellaneous information such as payment terms, delivery terms, ship-via, region, district etc. for the customer
  10. 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

  1. 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.
  2. Enter your user ID as the planner.
  3. Use PCS as the unit of measure.
  4. 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

  1. 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

  1. Create four new  sales parts: XX-62-117 for site XXS. (supply site)
  2. Remember the tax codes used if your company is within a VAT tax regime. 
  3. 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

  1. Enter an assortment ID XXAS and description and save, replacing XX with your initials.
  2. 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.
  3. 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.
  4. 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

  1. Enter a site cluster ID XX_Cluster and a description, replacing XX with your initials.
  2. 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.
  3. 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

  1. Open the Distribution Allocations window.
  2. Create a new record (F5) for the distribution order.
  3. Enter XXP as the supply site.
  4. Enter the planned due date or planned receipt date.
  5. Enter NO as the order type.
  6. Enter assortment ID XXAS and select node ID XXLEVEL1. 
  7. Enter site cluster XX_Cluster and select node ID XXAreaL1.
  8. Save (F12).  
  9. Right-click on the distribution allocation header, and then click Create Allocation Lines. Enter allocation lines as required.
  10. 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.
  11. Save (F12).