Managing Delivery Lead Time—Exercise

IMPORTANT
If you are a student, 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

Purpose: The purpose of this exercise is to create a site with picking lead time, create a customer and set the external transport lead time, and to create stored sales parts and receive them into inventory in order to use them in the main exercise.

Enter Site

Windows:
Site
Sites per User

  1. Enter XXP as a new site for Pittsburgh and set the picking lead time to two days.
  2. Connect the site to your user ID.

General exercise for Enter Sites

Enter Customer

Windows:
Customer

  1. Enter C.S.C. Paris as customer with XX-1002 as Customer No.

General exercise for Enter Customer

Setting Up Site-to-Customer Supply Chain Parameters

Windows:
Supply Chain Matrix for Customer

  1. Enter ship via and external transport lead time two days for the transportation between your site XXP and C.S.C. Paris.

General exercise for Setting Up Site to Customer Supply Chain Parameters for Trading

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter Race Car as Sales Part and with XX-18-100 as Sales Part No. Answer yes on the question regarding creating inventory part as purchased.
  2. Create relevant Inventory Location.
  3. Enter an appropriate cost for the inventory part.
  4. Receive a sufficient number of parts into stock.

General exercise for Sales Part
General exercise for Inventory Locations
General exercise for Enter Inventory Part
General exercise for Direct Receipt

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer Order

  1. Enter a customer order with C.S.C. Paris (XX-1002) as customer and wanted delivery date in a month's time. Select NO as order type and use your site. Use your User ID as the coordinator. Note the order number: __________.
  2. Enter an order line with 5 pcs of the sales part Race Car (XX-18-100). Make sure that the supply code is Invent Order on the customer order line.

General exercise for Entering Customer Order

Main Exercise

Purpose: The purpose of this lesson is to understand the concept of lead times and how the dates on the order line are set.

Windows:
Customer Order
Customer Order Lines

Delivery Lead Time - Basic Exercise

  1. When entering and saving the order line, note the wanted delivery date, planned delivery date, promised delivery date, and planned ship date. Why is one different?
  2. Open the Customer Order Lines window, and note the value in the Planned Due Date field. What does this date tell us?
  3. Change the picking lead time and the external transport lead time to one day respectively. Enter a new customer order and check the dates again as specified above.