Entering Customer Schedule Agreement—Exercises

Basic Data Setup

Customer

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

Windows:
Customer

1. Open the Customer window, and query for customer 1000.
2. Right-click and then click Copy Customer to create your new customer, XX1000. XX represents your initials.
3. Click the Address tab and then the Order Address Info tab.
4. In the Ship Via field, enter a ship-via code.
5. Right-click and then click Supply Chain Matrix for Customer.
6. In the From Supply Site tab, add a line that is valid for your site. Use * (asterisk) as the ship-via value, and one day as the external transport lead time.

General exercise for Customer
General exercise for Setting Up Site-to-Customer Supply Chain Parameters for Trade

Purchase/Inventory/Sales Part

Purpose: The purpose of this exercise is to show you how to create part data entries that are necessary when using the customer 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 5000.

General exercise for Purchased Part

General exercise for Stored Sales Part

Reconciler

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

Windows:
Customer Schedule Basic Data/Reconciler

1. Open the Customer Schedule Basic Data window, and click the Reconciler tab.
2. Enter Reconciler XXR.
3. Connect your user to this reconciler.

General exercise for Reconciler

Approver

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

Windows:
Customer Schedule Basic Data/Approver

1. In the Customer Schedule Basic Data window, click the Approver tab.
2. Enter Approver XXA.
3. Connect your user to this approver.

General exercise for Approver

Tolerance Template

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

Windows:
Customer Schedule Basic Data/Tolerance Template.

1. In the Customer Schedule Basic Data window, click the Tolerance Template tab.
2. Enter the values shown in the table below.

General exercise for Tolerance Template

Schedule Line Type

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

Windows:
Customer Schedule Basic Data/Schedule Line Type.

1. In the Customer Schedule Basic Data window, click the Schedule Line Type tab.
2. Create a new line, and enter the values shown in the table below.

General exercise for Schedule Line Type

Required Data

Sales Part Cross Reference

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

Windows:
Sales Part Cross Reference

1. Open the Sales Part Cross Reference window, and create a new line.
2. In the Customer No field, select your customer from the List of Values.
3. In the Sales Part Number field, select your sales part from the List of Values.
4. In the Customer Part No field, enter the customer number for this sales part.
5. In the Customer Sales Part Description field, enter the customer's description for this sales part.
6. Save your changes.

Customer Order Header

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

Windows:
Customer Order

1. Open the Customer Order window, and create a new record.
2. Create a customer order for Customer XX1000, using Order Type CU.
3. Release the customer order.

General exercise for Customer Order

Main Exercises

Purpose: The purpose of these exercises is to show you how to create a customer schedule agreement.

Windows:
Customer Schedule Agreement
Customer Schedule Agreement Part

Entering Customer Schedule Agreement

1. Open the Customer Schedule Agreement window.
2. Enter the customer schedule agreement header by entering XXAGR in the Agreement ID field and then specifying your customer ID. Save your changes.
3. Click the Agreement Defaults tab, and specify the information shown in the table below.

4. Click the Tolerance Check Defaults tab.
5. Indicate Call-off to Call-off under Cumulated Tolerance Check Options.
6. Indicate the tolerance under 50% and tolerance over 100%.
7. Save your changes.
8. Click the Customer Parts tab.
9. Create a new line. Specify the Ship Addr No, and customer part number.
10. In the Approver ID field, select Approver XXA from the List of Values.
11. In the Reconciler ID field, select Reconciler XXR from the List of Values. Save your changes.
12. Note the default values on the customer part line.

Entering Customer Schedule Agreement Part

1. Open the Customer Schedule Agreement Part window, either from the navigator or by using the right mouse button option in the header portion of the Customer Schedule Agreement window.
2. Query for your agreement, XXAGR, and click the Supply tab.
3. Create a new line, and specify your site.
4. Enter the system date as the start date.
5. In the Order No field, select the customer order to use for this agreement from the List of Values.
6. Select Create In Advance from the Customer Order Creation list.
7. Specify the default site, and save your changes.
8. Verify the accuracy of the automatically assigned sales part number on the line.
9. Analyze the information on the other tabs in the window.
10. Right-click and then click Activate to activate the agreement. Did you receive a message?
11. Open the Customer Schedule Agreement window, and retry to activate the agreement.