Performing Tolerance Check—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 Supplier to create your new supplier, XX5000.

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 for 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.

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.
3. Save your changes.

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. Open the Customer Schedule Basic Data window, and click the Approver tab. Enter an approver record.
2. Open the Supplier Schedule Basic Data window, and click the Approver tab. 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 window.
2. Click the Tolerance Template tab.
3. Enter the values that appear in the table below.
4. Open the Supplier Schedule Basic Data window, and repeat steps 2–3 above. You have now created tolerance templates 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.
4. Open the Supplier Schedule Basic Data window, and repeat steps 2–3 above. You have now entered line types 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 Schedules Basic Data window.
2. Click the Schedule Template tab.
3. Create a new schedule template, XXSCH.
4. 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.

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. Search for your part used for schedules.
3. Set 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. Click 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 enter Part XX–58–401 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 information, 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 your approver ID.
5. Open the Supplier Schedule Agreement Part window, and query for Agreement XXAGR.
6. In the Agreement Orders tab, enter today's date as the start date, and connect the purchase order that was created for schedules.
7. In the Tol Check Options tab, enter your tolerance template, XXTT.
8. Under Cumulative select the Plan to Plan check box. The values in the Tol Over and Tol Under fields should both be 50%.
9. Under Bucketed select the Plan to Plan check box.
10. Activate the agreement, and then validate it.

General exercise for Entering Supplier Schedule Agreement

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 the Call-Off schedule type.
3. Click the Misc Schedule Info tab, and select an agreement part in the Agreement ID field.
4. In the Valid From field, select a valid-from date of this coming Monday.
5. In the Valid To field, select a valid-to date of the Friday four working weeks later.
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

Entering Supplier Schedule Manually

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

1. Open the Supplier Schedule window, and create a new record.
2. Click the Misc Schedule Info tab.
3. In the Agreement Info field, select your agreement from the List of Values.
4. In the header portion of the window, specify Plan as the schedule type.
5. Save your changes. A message appears asking if previous authorized deliveries should be incorporated on this schedule. Click Yes.
6. Click the Lines tab. A number of lines have been created based on the schedule template.
7. Update the Qty Due column. Enter 10 pcs. for all firm line types, and 50 pcs. each for the other line types. Save between each entry.
8. Approve the schedule, and then release it.
9. Create a new schedule of the Plan type.
10. Save your changes. A message appears asking if previous authorized deliveries should be incorporated on this schedule. Click Yes.
11. Click the Lines tab. A number of lines have been created based on the schedule template.
12. Update the Qty Due column. Enter 9 pcs. for all firm line types, and 76 pcs. each for the other line types. Save between each entry.

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 perform a tolerance check on a customer schedule and supplier schedule.

Windows:
Customer Schedule
Customer Schedules
Tolerance Check Result
Supplier Schedule
Tolerance Check Result

Tolerance Check, Customer Schedules

1. Tolerance check the customer schedule, and note the status in the schedule header.
2. On the Tolerance Check Results tab, select a line, right-click, and then click Tolerance Check Result to view the details.

Tolerance Check, Customer Schedules

1. Open the Customer Schedules window.
2. Select the required schedule.
3. Right-click and then click Tolerance Check.

Tolerance Check, Supplier Schedules

1. Open the Supplier Schedule window and query for your latest schedule.
2. Right-click anywhere in the header, and then click Tolerance Check. the supplier schedule. Note the status in the schedule header.
3. Click the Tolerance Check Results tab, select a line, right-click, and then click Tolerance Check Result to view the details.