Handling Incoming Customer Schedules—Exercises

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

Supplier

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

Windows:
Supplier

1. Open the Supplier window, and query for Supplier 5000.
2. Right-click and then click Copy Supplier to create your new supplier, XX5000.
3. Click the Message Setup tab.
4. Define Message Class DELSCH with Media Code MHS. Make this method the default.

General exercise for Supplier

Purchase/Inventory/Sales Part

Purpose: The purpose of this exercise is to show you how to create the 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 XX5000.
3. Create XX–58–402 as a purchased, inventory, and sales part. Use Supplier XX5000.

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
Supplier 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
Supplier Schedule Basic Data/Tolerance Template

1. Open the Customer Schedule Basic Data and the Supplier Schedule Basic Data window.
2. Click the Tolerance Template tab.
3. Enter the values shown in the table below.

Note: Tolerance templates must be entered for both customer and supplier schedules.

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.
Supplier Schedule Basic Data/Schedule Line Type.

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

Note: Line types must be entered for both customer and supplier schedules.

General exercise for Schedule Line Type

Schedule Template

Purpose: The purpose of this exercise is to show you how to create a schedule template.

Windows:
Supplier Schedule Basic Data/Schedule Template

1. Open the Supplier Schedule Basic Data window, and click the Schedule Template tab.
2. Create a new schedule template, XXSCH.
3. Create a new line, and enter the values shown in the table below.

General exercise for Schedule 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 (XX–58–401) 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.
7. Create a new line for XX-58-402, and repeat steps 2 to 6.

Inventory Part

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

1. Open the Inventory Part window, and click the Planning Data tab.
2. Query for your part used for schedules.
3. Set the supply type to Schedule. Use planning method A.

General exercise for Inventory Part

Purchase 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 Purchase Order window, and create a new record.
2. Create a purchase order header for Supplier XX5000.
3. Release the purchase order.

General exercise for Purchase Order

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.
3. Release the customer order.

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 Cumulated Tolerance Check Options.
4. Indicate the tolerance under 50% and tolerance over 100%. Save your changes.
5. Click the Customer Parts tab, and add Part XX–58–401 to the agreement.
6. Also add the part XX-58-402 to 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 Supplier Schedule Agreement

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

1. Open the Supplier Schedule Agreement window. Enter Supplier Schedule Agreement XXAGR for your supplier ID.
2. Click the Agreement Defaults tab. Under Workflow Options, in the Schedule Generation list, click Plan.
3. Connect your schedule template to the agreement by using List of Value in the Template field under Plan Options and Call-off Options.
4. Click the Parts tab. Enter your part, XX–58–401, and approver ID.
5. Open the Supplier Schedule Agreement Part window.
6. Query for Agreement XXAGR.
7. In the Agreement Orders tab, enter today's date as the start date, and connect the purchase order created for schedules.
8. Click the Tol Check Options tab.
9. Enter your tolerance template, XXTT.
10. Select the Bucketed Plan to Plan and Cumulative Plan to Plan check boxes. Make sure that the Tol Over and Tol Under fields are both be 50%.
11. Activate the agreement, and then validate it.
12. Repeat steps 4 to 11, for XX-58-402.

General exercise for Entering Supplier Schedule Agreement

Entering Supplier Schedule Manually

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

1. Open the Supplier Schedule window, and create a new record.
2. Enter the Part No as XX-58-401.
3. Click the Misc Schedule Info tab.
4. In the Agreement Info field, select your agreement from the List of Values.
5. In the header portion of the window, specify the Plan schedule type.
6. Save your changes, and then click Yes.
7. Click the Lines tab. A number of lines have been created based on the schedule template.
8. In the Qty Due field, enter 10 pcs. for all firm line types, and 50 pcs. each for the other line types. Save between each entry.
9. Approve the schedule, and then release it.
10. Repeat steps 2 to 9, for XX-58-402.
11. Open the Transfer Supplier Schedule window.
12. Select the Merge Messages check box. This will ensure that all supplier schedules in released state with the same schedule type, supplier, site, valid from and valid until are included in the same delivery schedule (DELSCH) message.
    Note: If the Merge Messages check box is left unchecked, each supplier schedule will be transferred in a separate message.
13. Click OK, to transfer the supplier schedules.

General exercise for Entering Supplier Schedule Manually
General exercise for Approving Supplier Schedule
General exercise for Releasing Supplier Schedule

Main Exercises

Purpose: The purpose of this exercise is to show you how to process an incoming customer schedule.

Windows:
Incoming Customer Schedule
Customer Schedule
Incoming Customer Schedules for Multiple Parts
Customer Schedules for Multiple Parts

Process Incoming Customer Schedule

1. Open the Incoming Customer Schedules for Multiple Parts window, and query for the incoming message.
2. Notice, the message includes multiple parts from two supplier schedules.
3. Open the Incoming Customer Schedule window.
4. Query for the supplier schedule that you transferred.
5. Notice that the Incoming message with several parts have been split per part number.
6. Right-click and then click Approve to create a customer schedule.
7. Open the Customer Schedules for Multiple Parts window, and view the current information of the message.
8. Open the Customer Schedule window.
9. Query for the customer schedule that you just created. You can now continue with the schedules flow.