Following up on Customer Schedules—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

Customer

Purpose: The purpose of this exercise is to show you how to create a customer 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 window.
  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 familiarize you with the required data that is used in the exercises below.

Windows:
Customer Schedule Basic Data/Reconciler

  1. Open the Customer Schedule Basic Data window, and click the Reconciler tab.
  2. Enter a reconciler record.

General exercise for Reconciler

Approver

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

Windows:
Customer Schedule Basic Data/Approver

  1. In the Customer Schedule Basic Data window, click the Approver tab.
  2. Enter an approver record.

General exercise for Approver

Tolerance Template

Purpose: The purpose of this exercise is to familiarize you 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.
Bucket No Bucket Size Tolerance Bucket Unit Tolerance Under (%) Tolerance Over (%)
1 5 Days 2 0
2 20 Days 5 5
3 60 Days 25 25

General exercise for Tolerance Template

Schedule Line Type

Purpose: The purpose of this exercise is to familiarize you 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.
Line Type ID Description Demand Type Maintain High Cum Auth Default
XX1 Back Order Backorder Do Not Maintain Cum Cleared
XX2 Firm Delivery Authorized Maintain Cum Cleared
XX3 Plan Not Delivery Authorized Do Not Maintain Cum Cleared
XX4 Info Information Only Do Not Maintain Cum Cleared

General exercise for Schedule Line Type

Period Template

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

Windows:
Period Template Maintenance

  1. Open the Period Template Maintenance window.
  2. Enter a period template record.

General exercise for Period Template

Required Data

Sales Part Cross Reference

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

  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 familiarize you with the required data that is used in the exercises below.

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

General exercise for Customer Order

Customer Schedule Agreement

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

  1. Open the Customer Schedule Agreement window, and create the customer schedule header.
  2. Accept the proposed agreement defaults.
  3. On the Tolerance Check Defaults tab, check the Call-off to Call-off check-box under the Cumulated Tolerance Check Options.
  4. Specify the tolerance under 50% and tolerance over 100%. Save your changes.
  5. Click the Customer Parts tab, and enter parts into the agreement.

General exercise for Customer Schedule Agreement

Customer Schedule Agreement Part

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

  1. Open the Customer Schedule Agreement Part window.
  2. Query for your agreement, and click the Supply tab.
  3. Enter the supply data, and save your changes.
  4. Open the Customer Schedule Agreement window, and activate the agreement.

General exercise for Customer Schedule Agreement Part

Entering Customer Schedule Manually

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

  1. Open the Customer Schedule window, and create a new record.
  2. Enter XXSCH in the Doc No field, and select the Call-Off schedule type.
  3. Click the Misc Schedule Info tab.
  4. In the Agreement ID field, select the agreement part.
  5. In the Valid From field, enter a valid-from date if this coming Monday (e.g., 10 May).
  6. In the Valid To field, enter a valid-to date of the Friday four working weeks later (e.g., 4 June).
  7. Save your changes.
  8. Click the Lines tab.
  9. Specify daily requirements of 10 pieces per day for the first week, starting Monday and ending Friday (the Delivery Date/From Date and Qty Due fields). Use a line type that is delivery authorized, e.g., Firm.
  10. Specify daily requirements of 10 pieces per day for the second week starting Monday and ending Friday (the Delivery Date/From Date and Qty Due fields) Use a line type that is delivery authorized, e.g., Firm.
  11. Specify a weekly requirement of 50 pieces on the third Monday. Use a line type that is not delivery authorized, e.g., Plan.
  12. Specify a weekly requirement of 50 pieces on in the fourth Monday. Use a line type that is not delivery authorized, e.g., Plan.
  13. Save your changes.

General exercise for Entering Customer Schedule Manually

Reconciling Customer Schedule

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

  1. On the Customer Schedule window right-click and then click Reconcile to reconcile the schedule.

General exercise for Reconciling Customer Schedule

Approving Customer Schedule

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

  1. On the Customer Schedule window right-click and then click Approve to approve the schedule.

General exercise for Approving Customer Schedule

Releasing Customer Schedule

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

  1. In the Customer Schedule window right-click and then click Release to release the schedule.
  2. Analyze the status in the schedule header.
  3. Open the Customer Schedule window. Click the History tab to confirm that the schedule has been released.
  4. Open the Customer Order window, and query for your customer order. Analyze the customer order lines that have been created.

General exercise for Releasing Customer Schedule

Duplicating Customer Schedule

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

  1. In the Customer Schedule window, search for your latest customer schedule and click Duplicate.
  2. Right-click in the header, then click Copy Customer Schedule.
  3. Under Method, select Previous Schedule.
  4. Click Populate. Click OK.
  5. Change Qty Due to 11 for all lines where Qty Due is 10. Save.
  6. Process the Schedule until it is Released. Query for your first Customer Schedule.
  7. The status has now changed to Superseded, i.e. it has been replaced by the new schedule.

Main Exercise

Purpose: The purpose of these exercises is to show you how to follow up on customer schedules.

Windows:
Customer Schedule Lines History
Customer Schedule Line History
 Customer Schedule Quantities by Periods

Following up on Customer Schedule Lines

  1. Open the Customer Schedule Lines History window.
  2. Query for your customer number, and analyze all schedule lines that were received from this customer.

Following up on Customer Schedule Line

  1. Open the Customer Schedule Line History window.
  2. Query for your doc number, and analyze the details for one schedule.

Following up on Customer Schedule Quantities by Periods

  1. Open the Customer Schedule Quantities by Periods window.
  2. Query for your customer, site, and a distribution calendar connected to the site.
  3. Right-click in the header, then click Select Period Template.
  4. In the Period Template field, enter a period template or select from the List of Values.
  5. Click OK, and analyze the schedule line quantities that have been aggregated into correct periods as per the period template.