Transferring Supplier Schedule—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site 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 site.

Basic Data Setup

Supplier

Purpose: The purpose of this exercise is to show you how to create a supplier to be used in the main exercise.

Windows:
Supplier

  1. Open the Supplier window.
  2. Query for Supplier 5000.
  3. Right-click and then click Supplier to create your new supplier, XX5000. XX represents your initials.

General exercise for Supplier

Purchase/Inventory/Sales Part

Purpose: The purpose of this exercise is to show you how to create the part data entries that are necessary when using the supplier schedules functionality.

Windows:
New Part Assistant

  1. Open the New Part Assistant.
  2. Create XX–58–401 as a purchased, inventory, and sales part. Use Supplier XX5000.

General exercise for Purchased Inventory Part
General exercise for Sales Part

Approver

Purpose: The purpose of this exercise is to familiarize you with the required data that is used in the exercises below.

Windows:
Supplier Schedules Basic Data/Approver

  1. Open the Supplier Schedules Basic Data window, and click the Approver tab.
  2. Enter an approver record.

General exercise for Approver

Schedule Line Type

Purpose: The purpose of this exercise is to show you how to create schedule line types.

Windows:
Supplier Schedules Basic Data/Schedule Line Type.

  1. In the Supplier Schedules Basic Data window, click the Schedule Line Type tab.
  2. Create a new line, and enter the values shown in the table below.
Line Type ID Description Demand Type Maintain High Cum Auth
XX1 Back Order Backorder Do Not Maintain Cum
XX2 Firm Delivery Authorized Maintain Cum
XX3 Plan Not Delivery Authorized Do Not Maintain Cum
XX4 Info Information Only Do Not Maintain Cum

General exercise for Schedule Line Type

Schedule Template

Purpose: The purpose of this exercise is to show you how to create a schedule template.

Windows:
Supplier Schedules Basic Data/Schedule Template.

  1. In the Supplier Schedules Basic Data window, click the Schedule Template tab.
  2. Create a new schedule template, XXSCH.
  3. Create a new line, and enter the values shown in the table below.
Horizon No Number of Periods Period Size Period Unit Line Type Description
1 5 1 Days XX2 Firm
2 4 5 Days XX3 Plan
3 5 5 Days XX4 Info

General exercise for Schedule Template

Required Data

Inventory Part

Purpose: The purpose of this exercise is to familiarize you with the required data that is used in the exercises below.

  1. Open the Inventory Part window, and click the Planning Data tab.
  2. Query for your part used for schedules.
  3. Set the supply type to Schedule. Use planning method A.

General exercise for Inventory Part

Purchase Order Header

Purpose: The purpose of this exercise is to familiarize you with the required data that is used in the exercises below.

  1. Open the Purchase Order window, and create a new record.
  2. Create a purchase order for Supplier XX5000.

General exercise for Purchase Order

Entering Supplier Schedule Agreement

Purpose: The purpose of this exercise is to familiarize you with the required data that is used in the exercises below.

  1. Open the Supplier Schedule Agreement window.
  2. Enter Supplier Schedule Agreement XXAGR for your supplier ID.
  3. Click the Agreement Defaults tab. Under Workflow Options, in the Schedule Generation list, click Plan.
  4. Connect your schedule template to the agreement by using List of Value in the Template field under the Plan Options and Call-off Options.
  5. Click the Parts tab. Enter your part, XX–58–401, and approver ID.
  6. Open the Supplier Schedule Agreement Part window.
  7. Query for Agreement XXAGR.
  8. Click the Agreement Orders tab, and create a new line.
  9. Enter today's date as the start date, and connect the purchase order created for schedules.
  10. Activate the agreement.

General exercise for Entering Supplier Schedule Agreement

Entering Supplier Schedule Manually

Purpose: The purpose of this exercise is to show you how to enter a supplier schedule to be used in the main exercise below.

  1. Open the Supplier Schedule window.
  2. Create a schedule of the Plan type for your agreement.
  3. Click the Lines tab, and enter the plan.

General exercise for Entering Supplier Schedule Manually

Approving Supplier Schedule

Purpose: The purpose of this exercise is to show you how to approve a supplier schedule to be used in the main exercise below.

  1. Open the Supplier Schedule window.
  2. Right-click and then click Approve to approve the supplier schedule.

General exercise for Approving Supplier Schedule

Releasing Supplier Schedule

Purpose: The purpose of this exercise is to show you how to release a supplier schedule to be used in the main exercise below.

  1. Open the Supplier Schedule window.
  2. Right-click and then click Release to release the supplier schedule.

General exercise for Releasing Supplier Schedule

Main Exercises

Purpose: The purpose of this exercise is to show you how to print a supplier schedule.

Windows:
Supplier Schedule

Printing Supplier Schedule

  1. In the Supplier Schedule window, right-click and then click Print to print the supplier schedule.
  2. Analyze the information.