Using Supplier Split—Exercises

Basic Data Setup

Purchased Inventory Part

Purpose: The purpose of this exercise is to create the purchase part by entering it as an inventory part. The purchase part is automatically created when entering the inventory part.

Windows:
Inventory Part

  1. Enter inventory part XX-58-103, replacing XX with your initials, with the description Racing Wheel 15".
  2. Enter yourself as planner.
  3. Use PCS as the unit of measure.
  4. Enter inventory part XX-58-104 with the description Racing Wheel 16".

General exercise for Purchased Inventory Part

Supplier

Purpose: The purpose of this exercise is to enter the four suppliers needed for doing the supplier split exercise.

Windows:
Supplier

  1. Enter the tire supplier XX-171, replacing XX with your initials. In the Name field, enter Nitto.
  2. In the General tab, use English as the default language.
  3. In the Address/Purchase Address Info tab, right-click and then click Supply Chain Matrix for Supplier.
  4. In the To Demand Site tab, enter CIF (Cost Insurance Freight) as delivery term, 30 (Road Transport) as the ship-via code, external transport lead time 2, and internal transport lead time 1.
  5. Save and go back to the Supplier window.
  6. In the Invoice/General tab, use USD as Currency.
  7. In the Purchase/General tab, enter yourself as buyer. Use USD as Currency.
  8. Repeat this for the suppliers XX-172 (Firestone), XX-173 (Pirelli), and XX-174 (Kuhmo).

Note: You can use the Copy Supplier function. When doing this, you just need to enter the new ID and description of the next supplier.

General exercise for Supplier
General exercise for Setting Up Supplier-to-Site Supply Chain Parameters for Trading

Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect the suppliers to the purchase parts.

Windows:
Supplier for Purchase Part

  1. Connect the purchase part XX-58-103 to the suppliers XX-171 and XX-172.
  2. Connect the purchase part XX-58-104 to the suppliers XX-173 and XX-174. In the General tab, enter 10 for both suppliers in the Std Multiple Qty field before saving.
  3. You must enter a price for each combination of supplier and purchase part, for example, 100 USD.

Note: The first entered supplier for a purchase part will automatically be the primary supplier for this purchase part. You can easily change the primary supplier.

General exercise for Supplier for Purchase Part

Main Exercise

Purpose: The purpose of this lesson is to learn about the supplier split function, with or without a specified Standard Multiple Quantity. This function is used when you want to split a single requirement among multiple suppliers based on predefined percentages.

Windows:
Purchase Part/Supplier Split
Purchase Requisition

Supplier Split

IFS Racing has two potential suppliers for the same purchase part XX-58-103. IFS Racing decide to source the purchase part from both.

  1. In the Purchase Part window, query for the purchase part XX-58-103. Click the Supplier Split tab to detail the split.
  2. Create a new record (F5).
  3. Enter today's date as the phase-in date. You can also specify a phase-out date.
  4. Save (F12).
  5. Create a new row and enter the supplier XX-171 in the Supplier column. The supplier name will automatically appear in the corresponding column.
  6. Enter 60 (%) in the Split Percentage column.
  7. Save (F12).
  8. Create a new row for the supplier XX-172 and enter 40 (%) as the splitting percentage.
  9. Save (F12).
  10. In the Purchase Requisition window, enter a new purchase requisition.
  11. Enter yourself as the requisitioner.
  12. Save (F12).
  13. Enter a line for the part XX-58-103. Enter a quantity of 99.
  14. Save the purchase requisition line (F12) and answer Yes in the dialog box.
  15. What happens?

Note: You can continue entering different split supplier combinations for other time periods as long as a phase out date is specified. Note that these periods cannot overlap.

Supplier Split with Standard Multiple Quantity

IFS Racing also decides to source purchase part XX-58-104 from both XX-173 and XX-174. However, these suppliers require delivery of purchase parts in multiples of 10. Note that a Standard Multiple Quantity of 10 was specified when the purchase part was connected to the suppliers in the Supplier for Purchase Part window.

  1. In the Purchase Part window, query for the purchase part XX-58-104. Click the Supplier Split tab to detail the split.
  2. Create a new record (F5).
  3. Enter today's date as the phase-in date. You can also specify a phase-out date.
  4. Save (F12).
  5. Create a new row and enter the supplier XX-173 in the Supplier column. The supplier name will automatically appear in the corresponding column.
  6. Enter 60 (%) in the Split Percentage column.
  7. Save (F12).
  8. Create a new row for the supplier XX-174 and enter 40 (%) as the splitting percentage.
  9. Save (F12).
  10. In the Purchase Requisition window, enter a new purchase requisition.
  11. Enter yourself as the requisitioner.
  12. Save (F12).
  13. Enter a line for the part XX-58-104. Enter a quantity of 99.
  14. Save the purchase requisition line (F12) and answer Yes in the dialog box. A new dialog box appears. What does it say?