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

  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 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. Open the Customer Schedule Basic Data window, and click the Approver tab.
  2. 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.

  1. Open the Period Template Maintenance window.
  2. 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.

  1. Open the Customer Schedule Basic Data window, and click the Schedule Line Type tab.
  2. 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.

  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, and enter the customer number for this sales part.
  5. In the Customer Sales Part Description field, enter the customer's description of 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 header for Customer XX1000, use 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 Call-off to Call-off check box under 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. 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. In the Doc No field, enter XXSCH. Specify Call-Off as Schedule Type.
  3. Click the Misc Schedule Info tab. In the Agreement ID field select the agreement part from the List of Values.
  4. In the Valid From field, specify a valid-from date of this coming Monday (e.g., 10 May).
  5. In the Valid To field, specify a valid-to date of the Friday four working weeks later (e.g., 4 June).
  6. Save your changes.
  7. Click the Lines tab.
  8. 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.
  9. 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.
  10. Specify a weekly requirement of 50 pieces on the third Monday. Use a line type that is not delivery authorized, e.g., Plan.
  11. Specify a weekly requirement of 50 pieces on the fourth Monday. Use a line type that is not delivery authorized, e.g., Plan.
  12. Save your changes.
  13. Right-click and then click Reconcile to reconcile the schedule.
  14. Approve the schedule, and then release it.
  15. Create a new schedule. Enter XXSCH1 in the Doc No field, and specify the Call-Off schedule type.
  16. In the Valid From field, select a valid-from date of this coming Monday.
  17. In the Valid To field, select a valid-to date of the Friday four working weeks later.
  18. 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.
  19. 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.
  20. Specify a weekly requirement of 50 pieces on the third Monday. Use a line type that is not delivery authorized, e.g., Plan.
  21. Specify a weekly requirement of 20 pieces on the fourth Monday. Use a line type that is not delivery authorized, e.g., Plan.
  22. 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

Performing Schedule Comparison

  1. Open the Customer Schedule window.
  2. Right-click and then click Compare Schedules to compare the schedule.
  3. Enter a reference document number or select a value from the List of Values. The reference schedule number appears automatically.
  4. Enter a period template ID or select a value from the List of Values. The template description appears automatically.
  5. Enter a site or select a value from the List of Values. The site description appears automatically.
  6. Click OK, and the schedule comparison can be viewed.
  7. Analyze the detail results of the schedule comparison.