Initial Exercises—Customer Schedules 1

Initial Exercises

Purpose: The purpose of these initial exercises is to demonstrate the basic functionality in Customer Schedules, which entails:

IMPORTANT
These initial exercises are intended for instructor use.
If you are a student, 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.

Entering a Customer Schedule

Purpose: The purpose of this exercise is to introduce you to the basic functionality for manually entering a customer schedule.

Windows:
Customer Schedule

Steps: To complete this exercise, perform the following steps.

  1. Open the Customer Schedule window.
  2. Create a new record (F5).
  3. In the Schedule Type list, enter or select Plan.
  4. In the Valid From field, the date should be this coming Monday.
  5. In the Valid To field, the date should be Friday, four working weeks later.
  6. Click the Misc Schedule Info tab, and in the Agreement ID field use the List of Values (F8) to select Agreement ID 100001.
  7. Save the entered data (F12) and click the Lines tab.
  8. Specify daily requirements of 10 pieces per day for the first week, starting on Monday and ending on Friday (Delivery Date/From Date and Qty Due fields). In the Line Type field, select 1. This will indicate that the line is delivery authorized.
  9. Specify daily requirements of 10 pieces per day for the second week starting on Monday and ending on Friday (Delivery Date/From Date and Qty Due fields). In the Line Type field, select 1. This will indicate that the line is delivery authorized.
  10. Specify a weekly requirement of 50 pieces on the third Monday. In the Line Type field, select 2. This will indicate that the line is not yet delivery authorized.
  11. Specify a weekly requirement of 50 pieces on the fourth Monday. In the Line Type field, select 2. This will indicate that the line is not yet delivery authorized.
  12. Save your changes (F12).

Processing a Customer Schedule

Purpose: The purpose of this exercise is to introduce you to the basic functionality for manually processing a customer schedule.

Windows:
Customer Schedule
Customer Order

Steps: To complete this exercise, perform the following steps.

  1. In Customer Schedule window query for your customer schedule (F3).
  2. Right-click in the header and then click Reconcile to reconcile the customer schedule.
  3. Right-click in the header and then click Tolerance Check to check the tolerance of the customer schedule against the previously released plan.
  4. Right-click in the header and then click Approve to approve the customer schedule.
  5. Right-click in the header and then click Release to release the customer schedule.
  6. In the Customer Order window, query (F3) for order number P10004-T, which is connected to your customer schedule agreement part.
  7. Study the customer order lines that have been created by the release of the customer schedule.