Managing Supply Site Reservation and Availability—Exercises

Basic Data Setup

Purpose: The purpose of this exercise is to set up the basic data needed in order to perform supply site reservations.

Windows:
Company/Address
Site
Sites per User
Customer
Supplier
Site to Site Reservation Setup
Sales Part
Inventory Part
Purchase Part
Inventory Locations
Receive Inventory Part
Supplier for Purchase Part


The basic data for this exercise is the same as needed for running the internal order flow, with some additions regarding the site-to-site setup.

  1. In the Company/Address tab, enter two addresses, each one representing the demand sites you will enter next.
  2. In the Site window, enter three different sites (two demand sites and one supply site). Use the company delivery addresses for your demand sites. Connect the sites to your user in Sites per User window.
  3. In the Customer window, enter two customers and connect them as internal customers to the demand sites entered in the first step. Make sure you also enter appropriate data on the Message Setup tab (normally ORDRSP and DIRDEL).
  4. Create one external customer.
  5. In the Supplier window, enter a supplier and connect him or her as an internal supplier to the supply site entered in the first step. Make sure you also enter appropriate data on the Message Setup tab (normally ORDERS and ORDCHG).
  6. Create one external customer.
  7. Click the Site to Site Reservation and Availability Setup tab and query for the supply site.
  8. Add the two demand sites, and specify that the sites can perform supply site reservations. Use Manual reservation type for one site, and Instant reservation type for the other. Tick the Supply Site Availability Visible check box on one site and clear the other.
  9. In the Sales part window, enter a sales part to each of the three sites, specifying the same inventory number for the part on each site.
  10. In the Inventory Locations window, create a relevant inventory location for the supply site.
  11. In the Receive Inventory Part window, receive a sufficient number of parts into stock for the supply site.
  12. Connect both your purchase parts at demand site to the internal supplier in the Supplier for Purchase Part window.

General exercise for Site
General exercise for Customer
General exercise for Enter Supplier
General exercise for Setting Up Supply Site Reservation and Availability
General exercise for Enter Sales Part
General exercise for Enter Inventory Part
General exercise for Enter Purchase Part
General exercise for Enter Inventory Locations
General exercise for Receive Inventory Part
General exercise for Supplier for Purchase Part

Main Exercise

Purpose: The purpose of this exercise is to understand how to use supply site reservations and to understand the impact of them. In addition the purpose is to learn how supply site availability can be visible to demand site users.

Windows:
Customer Order
 Manual Reservations on Supply Site
 Manual Reservations for Customer Order Line
 Inventory Part Availability Planning
 Incoming Customer Order
 Source Order Lines Manually
 Manual Reservations on Sourced Supply Site
Sites per User

Enter Supply Site Reservations on Customer Order

  1. In the Sites per User window, search for yourself and remove the supply site as a connected site, to show that you can do supply site reservation without being a user on the supply site.
  2. In the Customer Order window, enter a customer order against the external customer on one of the demand sites created in the Basic Data Setup exercise above.
  3. Enter a customer order line for your sales part for 10 pcs. Use supply code Internal Purchase Transit and choose the internal supplier.

Note: The internal supplier used should be the one you entered in the Basic Data Setup exercise above. Also note that if the customer order is created on the demand site that has the Instant supply site reservation type, a supply site reservation is created as soon as the order line is saved. The Supply Site Qty Reserved column is updated.

  1. Right-click and then click Supply Site Reservations.
  2. If you choose Automatic reservation in the Parameters for Reservation dialog box, the parts are automatically reserved and the Supply Site Qty Reserved column is updated.
  3. If you choose Manual Reservation, the window for Manual Reservations on Supply Site is opened.
  4. In the Manual Reservations on Supply Site window, reserve only a portion of the requested quantity. For example, reserve 7 of 10.

Note: If you first create supply site reservations using Instant or Automatic, the full quantity requested will be reserved. To reduce the total quantity reserved, use the Manual Reservations on Supply Site window as described above.

  1. Return to the Customer Order window. Right-click and then click Inventory Part Availability Planning.

Note: If the customer order is created on the demand site that has the Supply Site Availability Visible check box selected, the inventory part availability is visible even if the user is not connected to the supply site. In this way the selling demand site user can give accurate information to the customer when it comes to how much I can deliver and when, without giving access to all information and activities on the supply site.

Note: In the Availability Check tab of this window you can analyze the supply demand views on the supply site. The demand for the customer order line you have entered is represented as its own type and the demand quantity is calculated as ordered quantity minus quantity reserved.

  1. Release the customer order.

Note: If you open the Inventory Part Availability Planning window, you will see that the reservation still exists from the demand site.

  1. In the Sites per User window, search for yourself and add the supply site as a connected site.
  2. In the Incoming Customer Order window, receive the incoming customer order on supply site so that the internal customer order is created.
  3. Check the Manual Reservations for Customer Order Line or the Inventory Part Availability Planning window for the internal customer order.

Note: The reservation has been moved from the customer order on the demand site to the internal order on the supply site. The demand is now represented by the internal customer order. From this point forward in the order flow, the demand is treated as a normal customer order reservation.

Enter Supply Site Reservations on a Sourced Customer Order Line

  1. In the Customer Order window, enter a customer order against the external customer on one of the demand sites created in the Basic Data Setup above.
  2. Enter a customer order line with the Not Decided supply code of 20 pcs.
  3. Right-click, point to Sourcing and then click Source Order Lines Manually.
  4. In the Source Order Lines Manually window, enter the full revised quantity due as the value for the Sourced Quantity field for one of your internal suppliers, and save the record.

Note: If the sourced line is created on the demand site that has supply site reservation type Instant, a supply site reservation is created as soon as the sourced line is saved. The Supply Site Qty Reserved column is updated.

  1. Right-click and then click Supply Site Reservations on the sourced line.
  2. If you choose Automatic Reservation in the Parameters for Reservation dialog box, the parts are automatically reserved and the Supply Site Qty Reserved column is updated.
  3. If you choose Manual Reservation, the window for Manual Reservations on Sourced Supply Site is opened.
  4. In the Manual Reservations on Supply Site window, reserve only a portion of the requested quantity. For example reserve 12 of 20.

Note: If you first create supply site reservations using Instant or Automatic, the full quantity requested will be reserved. To reduce the total quantity reserved, use the Manual Reservations on Supply Site window as described above.

  1. Return to the Source Order Lines Manually window. Right-click and then click Query - Inventory Part Availability Planning on the sourcing alternative line that was used to create the sourced line.

Note: In the Availability Check tab of this window you can analyze the supply and demand views on the supply site. The demand for the sourced line you have entered is represented as its own type and the demand quantity is calculated as ordered quantity minus quantity reserved.

  1. Close the Source Order Lines Manually window and return to the Customer Order window.
  2. Release the customer order. Upon release the Not Decided order line is transformed to an order line with a supply code Internal Purchase Transit. Therefore, the following steps are the same as the final steps in the earlier exercise.
  3. In the Incoming Customer Order window, receive the incoming customer order on supply site so that the internal customer order is created.
  4. Check the Manual Reservations for Customer Order Line or the Inventory Part Availability Planning window for the internal customer order.

Note: The reservation has been moved from the customer order on demand site to the internal order on supply site. The demand is now represented by the internal customer order. From this point forward in the order flow, the demand is treated as a normal customer order reservation.