Handling Dispatch Advice—Exercises

Basic Data Setup

IFS Detroit is primarily a selling site that only stores the most frequently sold parts. Some parts are very seldom ordered because they are internally ordered from the manufacturing site in Pittsburgh.

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 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. Open the Site window.
2. Create two new sites: XXP for Pittsburgh and XXD for Detroit. Replace XX with your initials.
3. Connect the two delivery addresses (PD and DD) to the correct site.
4. Open the Sites per User window.
5. Query for your user ID.
6. 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
Receive Inventory Part
Sales Part
Supplier for Purchase Part
Purchase Part
Customer

Required Setup Data for the Detroit Ordering Site

1. Enter Pittsburgh as the internal supplier. Start by creating the site as the regular supplier and naming the supplier XXISP.
2. Open the Supplier window, click the Purchase window and then click the Misc Supplier Info tab. Define Pittsburgh as the internal supplier by selecting the Internal Supplier check box and then selecting XXP as the supplier site. Select the Automatic Approval check box and then select your user ID as the approval user in the Purchase/Message Defaults tab.
3. Connect the EDI message's dispatch advice (DESADV) and purchase order (ORDERS). Click the Message Setup tab. Select MHS as the media code, IFSC as the address. Select the Method Default check box.  
4. The XX-18-300 gear and XX-18-411 differentials are internally purchased stored parts that are sent to Detroit before they are delivered to the end customer. Create inventory parts and picking locations XXPP1 and XXPP2, and then connect the parts to their locations.
5. Continue with the sales part. In the Sourcing area, click Primary Supplier Transit in the Sourcing Option list.
6. Finally, connect the purchase parts to the internal supplier Pittsburgh. Open the Supplier for Purchase Part window and click the Inspection Info tab. In the Receive Case list, click Receive into Inventory.

General exercise for Enter Purchase Part
General exercise for Enter Supplier
General exercise for Enter Sales Part
General exercise for Enter Inventory Part
General exercise for Enter Locations
General exercise for Receive Inventory Part

General exercise for Enter Supplier for Purchase Part

Required Setup Data for the Pittsburgh Delivering Site

Windows:
Customer
Inventory Part
Sales Part
Inventory Locations
Receive Inventory Part

1. Create the Detroit site as an internal customer with a name of XXICD.
2. Open the Customer window and click the Address tab. In the Customer's Own Address ID field, enter the EAN number from Detroit's delivery address.
3. Click the Order tab and then click the Misc Customer Info tab. Select your user ID as the EDI coordinator and QO as the order type. Make sure that order type QO works automatically through the order process. 
4. Select the Internal Customer check box and select XXD as the customer site.
5. Click the Message Setup tab. Enter the EDI message delivery notification (DIRDEL), order response (ORDRSP), and dispatch advice (DESADV). Select MHS as the media code and IFSC 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 delivering site, the sales part is stored and the sourcing option should be the default.

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

General exercise for Enter Customer
General exercise for Enter Sales Part
General exercise for Enter Package Types
General exercise for Enter Pallet Types
General exercise for Enter Inventory Part
General exercise for Enter Locations
General exercise for Receive Inventory Part

Order Parts via Internal Purchase Order

Detroit Site

Windows:
Customer Order

1. C.S.C. Madrid, XX-390, wants to buy 20 pieces of part no. XX-18-300. Create a customer order in the Customer Order window at the Detroit site and release it. Note the customer order number.
2. Select the customer order lines. Then right-click and click Purchase Info. Look at the created purchase order. Which supplier was chosen? Note the purchase order number.

Pittsburgh Site

Windows:
Incoming Customer Orders
Incoming Customer Order
Customer Order

1. Open the Incoming Customer Orders window and search for the internal customer XXICD. Has an order message arrived?
2. Open the Incoming Customer Order window and approve the message by right-clicking and then clicking Approve. What state has the message received? Note the customer order number:______________________
3. Open the Customer Order window and search for the order. On which site is it generated? What delivery address is displayed on the Order Addresses tab?
4. Send a customer order confirmation by right-clicking and then clicking Send Order Confirmation.
5. Release the customer order

General exercise for Enter Customer 
General exercise for Entering Customer Order

Create Package Structure and Send Dispatch Advice

Purpose: The purpose of this exercise is to create a package structure and send a dispatch advice.

Windows:
Shipment

1. Open the Shipment window and create a new shipment. Create the shipment using the same customer, site, delivery address and ship via as on the customer order .
2. Open the tab Available Order Lines and search for your customer order.
3. Connect the order to the shipment by using the operation Connect to Shipment
4. Generate a package structure for your shipment by using the operation Generate Structure. Note that you must enter Freight Information for your sales part to enable the automatic generation of package structure. As an alternative you can enter a structure manually.
5. Reserve, pick report, complete and deliver your shipment.
6. Send the dispatch advice message to the supplier by using the operation Send Dispatch Advice in the header of the shipment.

Main Exercise

Purpose: The purpose of this lesson is to receive a shipment by using dispatch advice, and splitting the arrival into two locations.

Windows:
Incoming Dispatch Advice

Detroit Site

1. Open the Incoming Dispatch Advice window and search for the delivery note or shipment number.
2. Select the two lines, and right-click and then click Receive Order. The Receive window opens.
3. Click Split. The Receive with Differences window opens.
4. Click New to specify a quantity and a location for each line. The sum of the quantities should be the same as the quantity arrived.
5. Confirm by clicking OK.
6. Close the previous window by clicking Cancel.