Related topics
- About DC1 Contract Managed Inventory (CMI)
- About item sourcing during sales order entry
- Setting up the item sourcing functionality
This panel is accessed via the Customer service enquiry. It is used to simulate the Sourcing policy functionality set up in your system. The values retrieved from the Customer service enquiry can be changed and the result is displayed on the panel.
You are able to view how the sourcing policy settings for an item or a customer will affect the delivery before the actual sales order entry is completed. The item availability in the retrieved warehouse and the type of delivery to be performed is displayed.
Function keys
| Show src pol for item | View the warehouses included in the original item’s Sourcing policy and the item availability. |
| Show src pol for repl item | View the warehouses included in the replacing item’s Sourcing policy and the item availability. |
| Time axis | Access the Time axis enquiry. |
Requested fulfilment
- Item
- Mandatory entry. Displays the item retrieved from the Customer service enquiry, but can be changed.
- Requested quantity
- Mandatory entry. Displays the requested quantity retrieved from the Customer service enquiry, but can be changed.
- Unit
- Displays the unit retrieved from the Customer service enquiry or the default sales unit if not entered, but can be changed to the unit you want to run the simulation for.
- Req dispatch date
- Displays the requested dispatch date from the Customer service enquiry if entered. Otherwise defaults the current date but can be changed.
- Auto source
- Indicates what has been defined for the item in the Item file.
- Sourcing policy
- Displays the Sourcing policy attributed either to the item, the customer’s delivery address or the customer. From which level the Sourcing policy is retrieved is displayed to the right.
- Customer
- Mandatory entry. Displays the customer retrieved from the Customer service enquiry, but can be changed.
- Delivery address no
- Optional entry. Displays the delivery address number retrieved from the Customer service enquiry, if entered, but can be changed.
- Order fulfilm rule
- The code is retrieved from the Customer file but can be changed in this simulation. By changing the Order fulfilment rule code you can simulate the fulfilment process and see the result for each OFR code.
- Automatic fulfilment
- This field is set to YES by default but can be changed to NO. By setting this field to NO you will turn off some fulfilment rules such as Split on warehouse, consideration to fulfilment rules and automatic adjustment of dispatch date and quantity.
Sourcing policy properties
- BtB sourcing rule
- Displays what is defined for the Sourcing policy displayed in the Sourcing policy field.
- Split on warehouse
- The value is retrieved from the Sourcing policy table. If set to YES it means that one request from a customer may result in two sales order lines with dispatch from different warehouses. This will only take place if the entire requested quantity cannot be fulfilled with a delivery from one warehouse in the warehouse sequence for the sourcing policy. Depending on the Order line fulfilment rule (OFR) for the order, different rules for the creation is applied. The split is only performed if Automatic fulfilment is set to YES for the actual order.
- Direct delivery
- Indicates what has been defined for the customer’s delivery address or for the customer.
- Supply from first
- The value is retrieved from the Sourcing policy table. Normally the Sourcing policy routine tries to find a warehouse where the entire requested quantity can be fulfilled. This must not necessarily be the main warehouse. The impact of what you set in this field is as follows and will be applied regardless of whether or not Automatic fulfilment is performed:
- If this field is set to YES, the logic described in the Split on warehouse field is overridden whereby the first warehouse in Sourcing policy sequence will be selected, provided at least something is available for dispatch on requested dispatch date.
- If this field is NO, the sourcing routine will try to find one warehouse from where the entire requested quantity can be sourced.
Simulation result
- Replacing item
- Displays the item defined in the Item cross reference file to replace the entered item.
- Sell out before repl
- If this field is set to YES, the original item is to be sold out before the replacing item is used. The value displayed in this field is retrieved from the Item cross reference file, otherwise the field is blank.
- Sell out all whs
- If this field is set to YES, the original item is to be sold out from all the warehouses within the selected Sourcing policy before the replacing item is used. This field can only be set to YES if the Sell out before repl field is set to YES.
- Primary warehouse
- Displays the warehouse for the line that will be used for dispatch, retrieved from the selected Sourcing policy that will be used for dispatch. This field will always display a warehouse regardless if everything can be delivered, the line is split, a BtB line is created or if the desired quantity cannot be delivered. If the line is split, the warehouse for line 1 is displayed.
- Dispatch quantity
- Displays the quantity that is available for dispatch from the primary warehouse. If, for example, 2500 is requested quantity and the sourcing function finds that 1000 is available in the Primary warehouse (BRI) and 5000 is available in another warehouse (NDC) the result will be the following:
- 1000 will be displayed in the Dispatch quantity field for the primary warehouse
- 1500 will be displayed in the Dispatch quantity field for the secondary warehouse. This is equivalent to what will happen in sales order entry where two lines will be created.
- Dispatch date
- Displays the dispatch date for dispatched quantity from primary warehouse. This field will be blank if no dispatch is possible.
- Available disp date
- The date is displayed when the entire requested quantity is available for dispatch from the primary warehouse. In the example described in the Dispatch quantity field above, the dispatch date when requested quantity of 2500 is available in warehouse BRI would have been displayed. When using sourcing policy simulation this information can be used to propose an alternative for sourcing. For this example the result would be the following alternatives:
- 1000 dispatched from warehouse BRI and 1500 from warehouse NDC.
- 2500 dispatched from warehouse BRI at the date displayed in Available dispatch date.
This example assumes that the Supply from first field is set to YES, otherwise 2500 would have been suggested from warehouse NDC.
- Secondary warehouse
- If the fulfilment rules should result in two sales order lines for one quantity requested by the customer this field displays the warehouse for the second line. The OFR and Split on warehouse codes control the logic for this.
- Dispatch quantity
- Displays the quantity that is available for dispatch from the secondary warehouse in case of split. If, for example, 2500 is requested quantity and the sourcing function finds that 1000 is available in the Primary warehouse (BRI) and 5000 is available in another warehouse (NDC) the result will be the following:
- 1000 will be displayed in the Dispatch quantity field for the primary warehouse
- 1500 will be displayed in the Dispatch quantity field for the secondary warehouse. This is equivalent to what will happen in sales order entry where two lines will be created.
- Dispatch date
- Displays the dispatch date for dispatched quantity from secondary warehouse. This field will be blank if no dispatch is possible or if no split.
- BtB transit ord type
- Displays the transit order type retrieved from the Item/Warehouse file. This order type is to be used if not enough stock is available and the customer is defined with Direct delivery set to NO in the Customer file.
- BtB direct ord type
- Displays transit order type retrieved from the Item/Warehouse file. This order type displayed is to be used if not enough stock is available and the customer is defined with Direct delivery YES in the Customer file.
- Inventory contract
- This field is only displayed if the DC1 Contract Managed Inventory (CMI) application is activated. If the item/warehouse that is displayed as the result of the sourcing policy simulation belongs to an inventory contract, this field displays the inventory contract where requested quantity is available.
- Inventory contr line
- This field is only displayed if the DC1 Contract Managed Inventory (CMI) application is activated. If the item/warehouse that is displayed as the result of the sourcing policy simulation belongs to an inventory contract, this field displays the inventory contract line where requested quantity is available.
Original item/Replacing item (DIR12502)
The heading of this window differs depending on which function key was pressed on the Sourcing policy simulation panel. All warehouses included in the Sourcing policy defined for either the entered item or the replacing item are displayed in sequential order.
- Whs
- This column lists the warehouses included in either the original item’s Sourcing policy or the replacing item’s Sourcing policy.
- Act
- Indicates if the item is active in the warehouse.
- Avail qty
- Displays the available quantity for each warehouse for the entered dispatch date.
- Transit
- Indicates if a transit delivery is allowed for the warehouse.
- Direct
- Indicates if a direct delivery is allowed for the warehouse.
- Sales allowed
- Indicates if the item is allowed on a sales order.
- Purch allowed
- Indicates if the item is allowed on a purchase order.