Performing Schedule Comparison—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
- Open the
Customer window, and query for customer 1000.
- Right-click and then click Copy Customer to create your new customer, XX1000. XX represents your initials.
- Click the
Address tab and then the
Order Address Info tab.
- In the Ship Via field, enter a ship-via code.
- Right-click and then click Supply Chain Matrix for Customer.
- 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
- Open the New Part Assistant.
- 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
- Open the Customer Schedule Basic Data window, and click the
Reconciler tab.
- 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
- Open the Customer Schedule Basic Data window, and click the
Approver tab.
- Enter an approver record.
General exercise for
Approver
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.
- Open the
Period Template Maintenance
window.
- Enter a period template record.
General exercise for
Period 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.
- Open the Customer Schedule Basic Data window, and click the
Schedule Line Type tab.
- Create a new line using the values shown in the table below.
Line Type ID |
Description |
Demand Type |
Maintain High Cumulative Authorization |
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
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.
- Open the
Sales Part Cross Reference window, and create a new line.
- In the Customer No field, select your customer from the List of Values.
- In the Sales Part Number field, select your sales part from the List of Values.
- In the Customer Part No field, and enter the customer number for this sales part.
- In the Customer Sales Part Description field, enter the customer's description of this sales part.
- 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.
- Open the
Customer Order window, and create a new record.
- Create a customer order header for Customer XX1000, use Order Type CU.
- 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.
- Open the
Customer Schedule Agreement window, and create the customer schedule header.
- Accept the proposed agreement defaults.
- On the
Tolerance Check Defaults tab, check Call-off to Call-off check box under Cumulated Tolerance Check Options.
- Specify the tolerance under 50% and tolerance over 100%. Save your changes.
- 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.
- Open the
Customer Schedule Agreement Part window.
- Query for your agreement, and click the
Supply tab.
- Enter the supply data. Save your changes.
- 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.
- Open the
Customer Schedule window, and create a new record.
- In the Doc No field, enter XXSCH. Specify Call-Off as Schedule Type.
- Click the
Misc Schedule Info tab. In the Agreement ID field select the agreement part from the List of Values.
- In the Valid From field, specify a valid-from date of this coming Monday (e.g., 10 May).
- In the Valid To field, specify a valid-to date of the Friday four working weeks later (e.g., 4 June).
- Save your changes.
- Click the
Lines tab.
- 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.
- 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.
- Specify a weekly requirement of 50 pieces on the third Monday. Use a line type that is not delivery authorized, e.g., Plan.
- Specify a weekly requirement of 50 pieces on the fourth Monday. Use a line type that is not delivery authorized, e.g., Plan.
- Save your changes.
- Right-click and then click Reconcile to reconcile the schedule.
- Approve the schedule, and then release it.
- Create a new schedule. Enter XXSCH1 in the Doc No field, and
specify the Call-Off schedule type.
- In the Valid From field, select a valid-from date of this coming
Monday.
- In the Valid To field, select a valid-to date of the Friday four
working weeks later.
- Specify daily requirements of 11 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.
- Specify daily requirements of 9 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.
- Specify a weekly requirement of 50 pieces on the third Monday. Use a
line type that is not delivery authorized, e.g., Plan.
- Specify a weekly requirement of 20 pieces on the fourth Monday. Use a
line type that is not delivery authorized, e.g., Plan.
- Save your changes.
General exercise for
Entering Customer Schedule Manually
General exercise for
Reconciling
Customer Schedule
General exercise for
Approving
Customer Schedule
General exercise for Releasing
Customer Schedule
Main Exercise
Purpose: The purpose of this exercise is to show you how to
compare customer schedules.
Windows:
Customer Schedule
Schedule Comparison
- Open the
Customer Schedule window.
- Right-click and then click Compare Schedules to
compare the schedule.
- Enter a reference document number or select a
value from the List of Values. The reference schedule number appears
automatically.
- Enter a period template ID or select a value from
the List of Values. The template description appears automatically.
- Enter a site or select a value from the List of
Values. The site description appears automatically.
- Click OK, and the schedule comparison can
be viewed.
- Analyze the detail results of the schedule
comparison.