The following describes the process of combining a supplier with a delivery schedule profile that has been created. A delivery schedule profile may be connected to more than one supplier, in the same way in which a supplier may be connected to more than one delivery schedule profile. However, one delivery schedule will be created for each schedule profile/supplier combination.
In addition to combining a supplier and delivery schedule profile, the instructions below will also deal with the activation and/or changing of item/warehouses that are connected to these combinations. Note: Manufactured items of type 1 and 2 are not connected to supplier/schedule profiles. Neither are supplied warehouses for BtB (DRP) items and fictitious items.
Prerequisites
The DI document DELFOR with document sub-type 1 (net forecast) has to be activated for any DI method in the Business partner file (DI documents panel), for those suppliers that you wish to send delivery schedules to, via Data Interchange. If not, these may only be sent manually in the printed form.
- Select the Work with supplier/schedule profiles menu item.
- On the initial panel, click Add.
- On the detail panel the following fields are mandatory:
- Supplier
- Enter the supplier that you wish to have combined with a delivery schedule. This field must be completed with a valid active supplier. For existing combinations, this may not be changed.
- Schedule profile
- Enter a schedule profile that you wish to have combined with the selected supplier. For existing combinations, this may not be changed.
- Schedule number
- Enter and define a unique number for each scheduled delivery that is created for this supplier/schedule combination. This may be a value of any text or numbers. However, there is also the possibility to enter a number of variables that can be extracted to create this number. The format is as follows:
- These variables can be used to define when the schedule was created and denote:
- In the case of nnnnn, the value extracted and used here will be the schedule number that is eventually created.
- Example of a variable entry
If you were to enter a value of %YYYY%/%MM%/%DD%-%nnnnn% in this field, and the schedule was created on the 21st January 2012, this would then be presented as 2012/01/21 – nnnnnn. The value for nnnnnn, would be updated, each time the schedule passed through the system onto a new level. - Handler
- In this field you enter the signature of the person who is responsible for this supplier/schedule combination. This may be changed at any time.
- Supp disp addr no
- This field is only mandatory when creating new combinations and where the supplier has more than one address. If left blank, the default address will be used. Note: This field is only used when new purchase orders are automatically created for the schedule/profile combination.
- Purchase order type
- When new purchase orders are to be automatically created, then you are required to enter the type of purchase order that these will be. Otherwise, this field is not mandatory.
- Previous schedule
- This field displays the delivery schedule number that was most recently created for this supplier/schedule profile.
- Last schedule date
- This field displays the creation date of the most recently created delivery schedule for this supplier/schedule profile.
- Next schedule number
- This field displays an internal number, used for sequencing schedules as they progress through the system. When creating a new schedule/profile combination this field will automatically be set to 1.
- On the Work with supplier/schedule profiles initial panel your new combination is now displayed. To access the next level, select the applicable supplier and click Item/Whs.
- You access Work with supplier/schedule profiles, Item/warehouse, in which all item/warehouses that may be activated for the supplier/schedule profile are listed. Select the item that you wish to have activated for this delivery schedule/supplier combination and click Activate.
- You access the Item/warehouses detail panel. The following fields are mandatory when activating an item/warehouse:
- Valid from
- Enter a date from which the activation of the item/warehouse will come into effect for this supplier/schedule combination. This value may be changed.
- Valid to
- Enter the date until which the activation of the item/warehouse for this supplier/schedule combination is valid. This value may be changed. Note: The same item/warehouse may not be activated for more than one supplier/schedule combination during the same period of time. To activate an item/warehouse for another supplier/schedule profile, the date intervals must differ.
- Print all days
- Indicate if the printer layout will appear with detailed quantities being presented for each and every day, or if this is to be done per week with dispatch totals listed for each day. In portrait, 7 weeks are output and in landscape, 13. This value may be changed.
- Order no
- This field displays the purchase order number that is currently being worked with, for this item/warehouse. This field may not be manually changed, but is updated automatically by the system each time a new order number is assigned to the item/warehouse.
- New order no
- In this optional field, you may define a new order number that is to be connected to the item/warehouse that you are working with. However, this must be an existing purchase order number with a status of less than 60 and for the same supplier as for the supplier/schedule combination you are working with. Also, this order is not allowed to be a return or for immediate reception. Note: A prerequiste to entering an order number into this field is that the order has been marked for Delivery Schedules in the Order Header at the time of creation.
- From date
- This field must be completed with a valid date, if New order no has been completed with an order number. It denotes when the new order number should be used when creating new delivery schedules automatically. Once this occurs, the Order no field will display the new number that you have selected and New order no and From date will appear blank.
- Empty schedule sent
- Denotes if an empty schedule has been sent. This is updated automatically by the system, when delivery schedules are created.
- You return to Work with supplier/schedule profiles, Item/warehouses. Your item/warehouse has now been activated for the schedule/supplier combination. To activate more item/warehouses that are valid for this combination, repeat the above steps. To deactivate an active item/warehouse, select the applicable combination and click Inactivate. This may be re-activated at a later time, by repeating steps 4, 5 and 6.
- About outbound delivery schedules
- Define supplier dispatch days for outbound delivery schedules
- Create a delivery schedule profile for an outbound delivery schedule
- Generate outbound delivery schedules
- Work with outbound delivery schedules
- Send or print outbound delivery schedules
- Retrieve an outbound delivery schedule confirmation
| %YYYY%/%MM%/%DD%-%hh%:%mm%-%nnnnn% |
Other fields displayed on this panel include:
Click OK to update and return to the initial panel.
Other fields on this panel include:
Click OK to update.