Manual 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

  1. Enter an address, XXPD for Pittsburgh, and XXDD for Detroit.
  2. Set the address type to include delivery.

General exercise for Company Setup

Enter Site

Windows:
Site
Sites per User

  1. Open the Site window.
  2. Create XXD, Detroit, as a new order taking site, and XXP, Pittsburgh, as a new manufacturing site.
  3. Enter two days picking lead time for each site.
  4. Enter the appropriate address for each site.
  5. 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

  1. Enter C.S.C. Paris as customer with XX-1000 as Customer No.

General exercise for Enter Customer

Enter Supplier

Windows:
Supplier

  1. Enter the British supplier XX-170. This is an external supplier.
  2. Also enter Pittsburgh as a supplier XXP. This is an internal supplier. Define XXP as the supplier site in internal supplier info.
  3. Since pegged objects such as purchase orders and purchase requisitions will be created in this exercise, you also need to setup EDI messages. Therefore, on the Message Setup tab, connect the purchase order EDI message (ORDERS). Indicate MHS as the media code and IFSS as the address, and select the Method Default check box. Do this for both your suppliers.

General exercise for Enter Supplier

Setting Up Supply Chain Parameters for Customer

Windows:
Supply Chain Matrix for Customer

  1. Enter a external transport lead time of 3 days for the transportation from site Detroit, XXD, to C.S.C. Paris, XX-1000.
  2. Enter a external transport lead time of 3 days for the transportation from site Pittsburgh, XXP, to C.S.C. Paris, XX-1000.
  3. Enter a external transport lead time of 1 day for the transportation from the British supplier, XX-170, to C.S.C. Paris, XX-1000.

General exercise for Setting Up Site to Customer Supply Chain Parameters for Trading
General exercise for Setting Up Supplier to Customer Supply Chain Parameters for Trading

Setting Up Supply Chain Parameters for Site

Windows:
Supply Chain Matrix for Site

  1. Enter a external transport lead time of 1 day, and internal transport lead time of 0 day, for the transportation from the site XXP to the site XXD.
  2. Enter a external transport lead time of 3 days, and internal transport lead time of 1 day, for the transportation from the British supplier XX-170 to the site XXD.

General exercise for Setting Up Site to Site Supply Chain Parameters for Trading
General exercise for Setting Up Supplier to Site Supply Chain Parameters for Trading

Enter Necessary Part Information

Windows:
Sales Part
Supplier for Purchase Part
 Inventory Part

  1. For the site XXD and for the site XXP, enter Race Car as the sales part and XX-18-100 as the sales part number. Select the sourcing option Not Decided. Answer Yes to the question regarding creating inventory parts automatically.
  2. Open the Supplier for Purchase Part window, and connect your purchase part XX-18-100, site XXD, to the external British supplier XX-170 and the internal supplier Pittsburgh XXP.
  3. Make sure that XX-170 is selected as the primary supplier for this part.
  4. Query for part XX-18-100 for the site XXP in the Inventory Part window. In the Acquisition tab, change the expected lead time to 10 days. In the Misc Part Info tab, select the availability check box. 

General exercise for Enter Sales Part
General Exercise for Supplier for Purchase Part
General exercise for Enter Inventory Part

Main Exercise

Purpose: The purpose of this exercise is to learn how to source manually.

Windows:
Customer Order

Source Order Lines Manually in Customer Order

  1. Enter a customer order for the customer XX-1000, site XXD, and set the order type to NO.
  2. Enter an order line for the Race Car, XX-18-100, sales quantity 1.
  3. Select the supply code Purch Order Trans. Save the record..
  4. Check the chosen supplier. Why was it chosen?

Source Order Lines Manually in the Sourcing Client

  1. Enter a customer order for the customer XX-1000, site XXD, and set the order type to NO.
  2. Enter an order line for the Race Car, XX-18-100,  and sales quantity 3. Save the record.
  3. Go to the manual sourcing client by right-clicking on the order line and then clicking Sourcing, Source Order Lines Manually.
  4. Check the data shown for delivery from the own inventory (tab header), delivery from the internal supplier XXP, and the external supplier XX-170 (first child table). Which alternatives can fulfill the demand? Why is earliest possible delivery date much later for delivery from XXP?
  5. Enter sourced quantity 1 in the tab header. Save the record. The information will appear in the second child table.
  6. Enter sourced quantity 1 from each of the two suppliers shown in the first child table. Save the record. The information will appear in the second child table. 
  7. Return to the customer order and release the order.
  8. Refresh the order and check the result. How many order lines are created? Why? Why is planned delivery date much later for supplier XXP?