Handling Incoming Delivery Notifications — Exercises

Basic Data Setup

IFS Detroit is mainly a selling site and only stores the most frequently sold parts. Some parts are very seldom ordered because they are ordered internally from the manufacturing site in Pittsburgh. Some of the parts are sent via Detroit and some are sent directly to the end customer.

Enter Delivery Address

Purpose: The purpose of this exercise is to enter delivery addresses for the Pittsburgh and Detroit sites.

Windows:
Company/Address

1. Enter an address PD for Pittsburgh and DD for Detroit.
2. Set the type to include delivery.
3. In the same tab, enter a value in the Company's Own Address ID field (an EAN No) for Detroit (the ordering site). Write the number here:________________________

General exercise for Company Setup

Enter Site

Purpose: The purpose of this exercise is to enter Sites.

Windows:
Site
Sites per User

1. Create two new sites: XXP for Pittsburgh and XXD for Detroit.
2. Connect the above entered delivery addresses to the correct site.
3. Connect the two sites to your user ID.

General exercise for Enter Sites

Required Data 

Purpose: The purpose of this lesson is to complete the general setup for the Detroit and Pittsburgh sites.

Windows:
Supplier
Inventory Part
Sales Part
Supplier for Purchase Part
Purchase Part
Non-Inventory Sales Part
Customer

Required Setup Data for the Detroit Ordering Site

Note: All entries to be created on site XXD

1. Enter Pittsburgh as the internal supplier. Start by entering the site as the regular supplier and name the supplier XXISP.
2. Indicate Pittsburgh as the internal supplier in the Purchase/Misc Supplier Info tab by selecting the Internal Supplier check box and selecting XXP as the supplier site.
3. Select the Automatic Approval check box and enter your User ID as the approval user in the Purchase/Message Defaults tab.
4. Connect the EDI message purchase order (ORDERS) in the Message Setup tab. Indicate MHS as Media Code, REC1 as Address, and select the Method Default check box.
5. XX-18-300 Gear is a purchased inventory part that is sent via Detroit before it is delivered to the end customer. Create an inventory part, a picking location XXPD1, and connect the part to the location.
6. Continue with the sales part. In the Sourcing Option list in the Sourcing area, select Primary Supplier Transit.
7. Finally, connect the purchase part with the internal supplier Pittsburgh in the Supplier for Purchase Part window. Click the Inspection Info tab. In the Receive Case list, click Receive into Inventory.
8. XX-18-411 Differentials is an internally purchased part that is delivered directly to the end customer from Pittsburgh. Create a non-stored purchase part.
9. Create a non-inventory sales part. Connect the above entered purchase part in the Purchase Part field. In the Sourcing Option list in the Sourcing area, select Primary Supplier Direct.
10. Connect the part to the internal supplier.
11. Create the external customer XX-390 C.S.C Madrid.

General exercise for Enter Purchase Part

General exercise for Enter Non-inventory Sales Part

General exercise for Enter Supplier

General exercise for Enter Customer

General exercise for Enter Sales Part

General exercise for Enter Inventory Part

General exercise for Enter Locations

General exercise for Enter Supplier for Purchase Part

Required Setup Data for the Pittsburgh Manufacturing Site

Windows:
Customer
Sales Part
Inventory Locations
Receive Inventory Part

Note: All entries to be created on site XXP

1. Create the Detroit site as an internal customer with a name of XXICD.
2. Enter the EAN No from Detroit's delivery address in the Customer's Own Address ID field found in the Customer/Address window.
3. Enter your user ID as the EDI Coordinator, and the order type QO in the Order/Misc Customer Info tab. Make sure order type QO works automatically through the order process.
4. Select the Internal Customer check box in the Internal Customer Info area and enter XXD as the customer site in the Order/Misc Customer Info tab.
5. In the Message Setup tab, enter the EDI message delivery notification (DIRDEL) and order response (ORDRSP). Indicate MHS as the media code, REC1 as the address and select the Method Default check box.
6. At the Pittsburgh site, create the XX-18-300 Gear and the XX-18-411 Differentials as regular stored sales parts.

Note: At the delivery site, the sales part is stored and the sourcing option should be default.

7. Create a picking location XX-PP1 and receive some parts into the location.

General exercise for Enter Customer

General exercise for Enter Sales Part

General exercise for Enter Locations

General exercise for Receive Inventory Part

Order Parts via Internal Purchase Order Direct

Detroit Site

Windows:
Customer Order

1. C.S.C. Madrid, XX-390, wants to buy 25 pieces of XX-18-411. Create a customer order at the Detroit site and release it. Note the customer order number:______________________
2. Right-click on the customer order lines and click Purchase Info. Study the created purchase order. Study the Demand Code and Order Ref 1 columns. What is stated in the columns? Note the purchase order number:

Pittsburgh Site

Windows:
Incoming Customer Order
Customer Order

1. Open the Incoming Customer Order window.
2. Search for Detroit as Inter Customer Site and generate an internal customer order by approving the message. Note the customer order number:__________________
3. Search for the order in the Customer Order window. What delivery address is displayed on the Order Addresses tab?
4. Release the customer order. Refresh the orders and check the status on the customer order.

Main Exercises

Search for Incoming Delivery Notification

Detroit Site

Windows:
Incoming Delivery Notification
Purchase Orders
Quick Order Flow Handling

1. Open the Incoming Delivery Notification window and search for the purchase order. What is the message used for?
2. Check the status on the purchase order by opening the Purchase Orders window.
3. Search for the external customer order. What status has the customer order received?