Using Configured Parts in Customer Order—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

Inventory Locations

Purpose: The purpose of this exercise is to set up inventory locations to be used when performing the CTO flow in distribution.

Windows:
Inventory Locations

  1. Open the Inventory Locations window and create inventory locations of the following three types: Arrival, Quality Assurance, and Picking.

General exercise for Entering Inventory Locations

Customer

Purpose: The purpose of this exercise is to create a customer to be used when performing the CTO flow in distribution.

Windows:
Customer

  1. Open the Customer window, and search for customer 1000.
  2. Right-click, then click Copy Customer to create your new customer, XX3333.
  3. Click the Address/Order Address Info tab, and enter a ship via code 30 in the ship via field.
  4. Right-click and then click Supply Chain Matrix for Customer. In the From Supply Site tab enter the ship via code 30, and external transport lead time one day. Save the line.
  5. Click the Customer/Invoice tab. Verify that invoice data is copied. If not, click New to enter valid data for this external customer.
  6. Click the Order/Misc Customer Info tab. Enter NO in the order type field.
  7. Click the Customer/Address/Tax Code tab. Verify that tax code data is copied. If not, point at the company field and click New to enter 10 in the company field.
  8. Click the Customer/Address/Tax Code/Taxes tab. Verify that tax code is copied. If not, open a new line and enter AZST in the tax code field.
  9. Save the record.
  10. Create customer XX3334 using German as default language by repeating steps 1 thru 9.

General exercise for Customer

Purchase/Inventory/Sales Part

Purpose: The purpose of this exercise is to create part data entries to be used when performing the CTO flow in distribution.

Windows:
Inventory Part
Purchase Part
Supplier for Purchase Part
Calculate Purchase Leadtime
Sales Part

  1. Open the Inventory Part window.
  2. Click New, enter 10 in the Inventory Part field, and your site. Save. This will copy the Easyflex garage door to your site.
  3. Enter yourself as planner in the planner field.
  4. Click the Inventory Part/General tab. Verify that Part Type is Purchased.
  5. Save the record.
  6. Click the Inventory Part/Costs tab, and enter 1000 in the Estimated Material Cost field.
  7. Click the Inventory Part/Default Locations tab. Open a new line and enter one arrival location, and one picking location as default locations.
  8. Save the record.
  9. Right click, then click Purchase Part.
  10. Right click, then click Supplier for Part.
  11. Connect part 10 to supplier 5000.
  12. Add 1000 in the price field.
  13. Click the Supplier for Purchase Part/Inspection Info tab, and select Receive into Inventory.
  14. Save the record.
  15. Open the Sales Part window, and click New.
  16. Enter Sales Part Number 10, and your site.
  17. Enter Sales Price Group EF.
  18. Enter Sales Group 10.
  19. Enter Price 1500.
  20. Change to Use order supply - transit in the Purchase Order field.
  21. Save the record.

General exercise for Purchased Inventory Part
General Exercise for Supplier for Purchase Part
 General exercise for Stored Sales Part

Characteristics Display

Purpose: The purpose of this exercise is to set up basic data to be used when performing the CTO flow in distribution.

Windows:
Configuration Language Characteristic

Note: Note that this change is done for the characteristic for the predefined garage door, i.e., this exercise can only be done by one student. Other students may just verify the change.

  1. Open the Configuration Language Characteristic/Display Information tab, and search for the GDPOWERSYS characteristic.
  2. Select No in the display characteristic field for the Customer Pick Report.
  3. Save the record.

General exercise for Characteristics Display

Printout Setup

Purpose: The purpose of this exercise is to set up basic data to be used when performing the CTO flow in distribution.

Windows:
Sales Basic Data/Print Controls
Customer/Order/Misc Customer Info

  1. You want to display the characteristics on the following reports; customer order confirmation, delivery note, and customer invoice. On the customer order confirmation, all characteristics and additional price should be displayed, while on the delivery note only the characteristics need to be displayed. Finally, on the customer invoice only characteristics affecting the sales price should be displayed.
  2. Create your own print template in the Sales Basic Data/Print Controls tab. Name the template XXP, add a description, and save the entered data.
  3. In the lower part of the window find the three reports:
    Customer Order Confirmation—In the Print Configuration field, chose the option, Print With Price All Characteristics
    Delivery Note for Customer Order—In the Print Configuration field, chose the option, Print Without Price
    Customer Order Invoice—In the Print Configuration field, chose the option, Print With Price Contributing Characteristics Only.
    Save.
  4. Connect your template XXP to your customer. This is done in the Print Control field found in the Customer/Order/Misc Customer Info tab.

General exercise for Printout Setup

Main Exercise

Purpose: To understand how a configured part is run through the order flow in Distribution.

Windows:
Customer Order
Archived Reports
Purchase Requisition
Purchase Order
Register Purchase Order Arrivals
Create Pick List for Customer Orders
Print Pick List
Report Picking of Pick Lists
Deliver Customer Orders
Create Delivery Note for Customer Orders
Print Delivery Note for Customer Orders
Create Customer Invoices
Print Customer Invoices

CTO Flow in Distribution

Your customer wants to buy two EasyFlex garage doors:

One aluminum, white color, and classic handle, and one steel, black color, and elegant handle, and remote control.

  1. Open the Customer Order window and create a customer order header. Save the record.
  2. Enter two order lines for one part 10 each.
  3. Note the Configuration ID field. What is stated in this field?
  4. Select the first order line, right-click, and select Configuration, then click Create. View the displayed characteristics in the Create Characteristics table. What is displayed? Why?

Note: The part configuration revision valid on the defined planned delivery date/time for the customer order line will be used in the Create Configuration window.

  1. Enter height, and width of the first door in the Characteristic Value field. Use values according to your customer requirements.
  2. Verify that the door is made of aluminum.
  3. Verify that door color is white.
  4. Verify that the classic handle is used.
  5. Leave all other characteristic values as they default.
  6. Save the configuration and go back to the demand line.
  7. Review the Configuration ID field on the customer order line. Have the values changed?
  8. Select the second order line, right-click and then click Configuration/Create.
  9. Enter height, and width of the second door in the Characteristic Value field. Use values according to your customer requirements.
  10. Indicate that the second door should be black, equipped with an elegant handle, and made of steel.
  11. Click New, then click List to add the infrared remote control from the list of vales. Order two remote controls. Save.
  12. View the displayed characteristic quantity in the field with the same name. Why are these quantities shown?
  13. Right-click, and then click Pricing Info. The Price Detail dialog box opens.
  14. In the Char Price field, enter 30.
  15. Click OK.
  16. Save the configuration and go back to the demand line.
  17. Select one of the order lines once more, right-click anywhere in the table, and then click Configuration. Which options are active and which are not?

Note: An alternative to creating the configuration manually is to use the Configuration Search Wizard. The Configuration Search Wizard allows you to either find and reserve an available in-stock configuration quantity or define a configuration ID for manufacturing/purchasing.

Note: Another alternative is to start the configuration using a configuration template. When you load a template to the configuration, the connected characteristics and option values are added to the configuration and the sales rules are automatically evaluated if applicable.

  1. Release the customer order, and refresh the order when the background job is executed.
  2. Print the customer order confirmation and view the details per customer order line by searching for the report in Archived Reports window. What is displayed?
  3. Select the first customer order line in the Customer Order window, right click anywhere in the table, and then click Purchase Info.
  4. Select the requisition line in the displayed purchase requisition, right click anywhere in the table, and then click View Configuration. What is shown in the displayed window?
  5. Click Cancel to revert to the purchase requisition.
  6. Right click anywhere in the header, and then click Release to release the requisition.
  7. Select the requisition line, right-click anywhere in the table, and then click Requisition to Order to convert the purchase requisition into a purchase order. Use the create new option in the Requisition to Order Parameters dialog box. Click OK on the displayed information messages.
  8. Find the second requisition by searching for requisitioner OE. Release the requisition and add it to the same purchase order by using the Apply to Order option. Click OK on the displayed information messages.
  9. Select the requisition line. Right-click anywhere in the table, and then click Purchase Order.
  10. Release the purchase order and print the purchase order report. Is the configuration displayed on the report?
  11. Open the Register Purchase Order Arrivals window and search for your purchase order.
  12. Receive both purchase order lines into inventory.
  13. Go back to Customer Order and create and print the pick list. Review the pick list. What is displayed?
  14. Open the Report Picking of Pick Lists window and search for your pick list. Report the picking.
  15. Open the Deliver Customer Orders window and search for the customer order.
  16. Right click, then click Deliver to deliver the customer order.
  17. Open the Create Delivery Note for Customer Orders window and search for the customer order.
  18. Right click, then click Create Delivery Note.
  19. Print the delivery note from the Archived Reports. What is displayed on the delivery note?
  20. Open the Create Customer Invoices window and search for your customer order.
  21. Right click, then click Create Invoice to create the invoice.
  22. Open the Print Customer Invoices window and search for your customer order.
  23. Right click, then click Print Invoice to print the invoice. What is displayed on the printed invoice?
  24. Repeat steps 1 thru 41 but use customer XX3334 to verify that characteristics are displayed in German.