Automatic Sourcing—Exercises
Basic Data Setup
Purpose: The purpose of this exercise
is to set up all necessary basic data needed to run the main exercise.
Enter Delivery Address
Windows:
Company/Address
- Enter an address, XXPD for Pittsburgh, and XXDD for Detroit.
- Set the address type to include delivery.
General exercise for Company Setup
Enter Site
Windows:
Site
Sites per User
- Open the
Site window.
- Create XXD, Detroit, as a new order taking site, and XXP,
Pittsburgh, as a new manufacturing site.
- Enter two days picking lead time for each site.
- Enter the appropriate address for each site.
- Open the
Sites per User
window and connect the two
sites to your user ID. Define XXD as your default site.
General exercise for Enter Sites
Enter Customer
Windows:
Customer
- Enter C.S.C. Paris as a customer with XX-1000 as the customer number.
- Enter C.S.C. Oslo as a customer with XX-2000 as the customer number.
General exercise for Enter Customer
Enter Supplier
Windows:
Supplier
- Enter the British supplier XX-170. This is
an external supplier.
- Also enter Pittsburgh as a supplier XXP. This is an internal supplier,
therefore define XXP as an internal supplier.
General exercise for Enter Supplier
Setting Up Site-to-Customer Supply Chain Parameters
Windows:
Site to Customer Supply Chain Parameters
- Enter ship via and external transport lead time for the transportation from site
Detroit, XXD, to C.S.C. Paris, XX-1000.
- Enter ship via and external transport lead time for the transportation from site
Pittsburgh, XXP, to C.S.C. Oslo, XX-2000.
General exercise for Setting Up Site to Customer Supply Chain Parameters for Trading
Setting Up Site-to-Site Supply Chain Parameters
Windows:
Site to Site Supply Chain Parameters
- Enter ship via, external transport lead time, and internal transport lead time for the
transportation from site XXP to site XXD.
General Exercise for Setting Up Site to Site Supply Chain Parameters for Trading
Setting Up Sourcing Rule
Windows:
Sourcing Rule
- Enter a sourcing rule XXIPT with a supply code Int Purch Trans for supplier
XXP.
- Enter a sourcing rule XXIPD with a supply code Int Purch Dir for supplier
XXP.
- Enter a sourcing rule XXAED with a supplier selection method Any External
Supplier Direct.
General Exercise for Setting Up Sourcing Rule
Enter Sales Part
Windows:
Sales Part
Supplier for Purchase Part
- For site XXD, enter Race Car in Sales Part and XX-18-100 in Sales
Part No. Answer Yes to the question regarding creating inventory parts
automatically.
- For site XXD, enter Shopping Car in Sales Part and XX-18-200 in Sales
Part No. Answer Yes to the question regarding creating inventory parts
automatically.
- For site XXD, enter Street Car in Sales Part and XX-18-300 in Sales
Part No. Answer Yes to the question regarding creating inventory parts
automatically.
- Open the
Supplier for Purchase Part
window, and connect your purchase parts with the internal supplier Pittsburgh XXP, and the British supplier XX-170.
General exercise for Enter
Sales Part
General Exercise for Supplier for Purchase Part
Main Exercise
Purpose: The purpose of this exercise is to
learn how to connect sourcing rules, and how these sourcing rules are used when
sourcing automatically.
Windows:
Sales Part
Sourcing Rules per Customer and Sales Part
Customer Order
Connecting Sourcing Rules
- Query for your sales parts in the
Sales Part window.
- For the Race Car, XX-18-100, change the sourcing option to Not Decided.
Connect the sourcing rule XXIPT. This indicates that when the order line is
entered it is not yet decided how this sales part should be sourced. However,
if it is sourced automatically, the automatic sourcing will choose the
Pittsburgh site XXP, as the supplier, with a transit delivery via the Detroit site.
-
For the Shopping Car, XX-18-200, change the sourcing option to Use Sourcing
Rule and connect the sourcing rule XXIPT. This sourcing rule indicates that
when a customer (any customer) orders this part, the automatic sourcing will
choose the Pittsburgh site, XXP, as the supplier, with a transit delivery via
the Detroit site.
- For the Street Car, XX-18-300, change the sourcing option
to Use Sourcing Rule and connect the sourcing rule XXAED. This sourcing rule
indicates that when a customer (any customer) orders this part, the automatic
sourcing will choose any external supplier, with a direct delivery to the end
customer.
- Query for the Shopping Car, XX-18-200, in the
Sourcing
Rules per Customer and Sales Part window. For customer C.S.C. Oslo, XX-2000,
enter the sourcing rule XXIPD as an exception. This means that when this
specific customer orders this specific part, the parts will be sent directly
from the Pittsburgh site to C.S.C. Oslo.
Source New Order Lines Automatically
- For site XXD, enter a customer order for customer C.S.C. Paris, XX-1000.
Make sure the Order type is set to NO. Write the order number that appears
in the window here: _________________ .
- Enter an
order line for sales part XX-18-100, sales quantity 1, and save the record.
- Check the
supply code.
- Enter an order line for sales part XX-18-200, sales quantity
1, and save the record.
- Check the supply code and the supplier.
- Enter an order line for sales
part XX-18-300, sales quantity 1, and save the record. What happens and why? What
necessary data is lacking?
- Check the
supply code.
- Enter a completely new order for customer C.S.C Oslo, XX-2000.
Make sure the Order type is set to NO.
- Enter an order line for sales part XX-18-200, sales quantity 1, and save
the record.
- Check the supply code and the supplier. Why is the supply code different
from the first order for this specific part?
Source an Existing Order Line Automatically
- Query for your first order in the
Customer Order window.
- Right-click
on the first order line and then click Sourcing, Source Order Lines
Automatically.
Answer yes.
- Check the supply code and the supplier.
- View the result by
right-clicking on the first order line and the click Sourcing, View Automatic
Sourcing Candidates.