Define Site to Customer Supply Chain Parameters
Explanation
This activity is used to manage supply chain parameters, i.e., ship-via codes,
routes, lead times, distance, expected shipping costs, shipment type and
shipment location, for deliveries from internal sites within your corporation
to external customers.
There are several work options from different views for the same object(s)
when you work with supply chain parameters. You can chose from three different
views:
- The overview page
Site to Customer
Supply Chain Parameters
- The matrix page
Supply Chain
Matrix for Site (the
To External Customer
tab)
- The matrix page
Supply Chain
Matrix for Customer (the
From Supply Site
tab).
The information in the overview page for the site-to-customer relations,
is exactly the same as in the corresponding tabs in the matrixes, the only difference
is the way the information is displayed. This means, that a parameter has to
be updated in only one of the views. The matrix pages provide the ability to
work with all relations for an object, i.e., from a focal point, from a single
page.
When you enter the delivery mode (ship-via), the language chosen in the customer
record determines which ship-via codes are available. You can enter a route
ID per ship via code. The picking lead time and the external transport lead
time are required parameters, while distance, expected additional cost and currency
can be useful to define the sourcing feature. The shipment type and shipment
location are useful parameters if you want to control the shipment process from
this level of detail.
The following parameters can be useful to define the sourcing feature:
- Enter the distance between the internal supply site and the external
customer address. Any unit of measure can be used.
- Enter an expected additional cost for shipping the parts by using the
specified delivery mode. When you enter an expected additional cost you
also need to specify the currency.
Both the overview page and the matrix pages are divided into two sectons.
You can view and enter general supply chain parameters in one section and define
exceptions for each general supply chain parameter definition in the related
section. The exceptions are defined on a supply chain part group level, which
means the parameters are valid for all the inventory parts connected to the
same supply chain part group.
Prerequisites
Required:
- The internal supply site must have been entered on the
Site page.
- The external customer must have been entered in the
Customer page.
- When working in the matrixes the focal point, i.e., the point of departure,
in the header must have been connected to your user in the
Sites per User
page.
- The ship-via code with the correct language code (the same as in the
customer record), must have been entered on the
Ship Via Codes
page.
Optional:
- To trade between an internal supply site and an external customer in
the system, the connections between the supply site and supplier should
be established. Do this in the
Supplier/Purchase
page. Also, a default ship-via code and delivery term must be specified
for the document address in the supplier record, and for the delivery address
in the customer record.
- The currency must have been activated in IFS/Application Services, in
the Currency
page. The expected additional cost requires that the currency is stated
and activated.
- A route must have been defined in the
Customer Order Route
page.
- The shipment type must have been entered in the
Shipment Type page.
- The shipment location must have been entered in the
Inventory Locations
page with a location type of Shipment on the current site.
Required when defining exceptions to the general parameters:
- The inventory parts that require supply chain parameters other than
the general ones, must have been connected to a supply chain part group.
System Effects
As a result of this activity:
- Supply chain parameters are defined for deliveries from internal supply
sites within your corporation to external customers.
- If the delivery address is marked as default in the customer record,
the Default Address option is enabled.
- The first entry for a particular combination automatically becomes the
default setting when shipping goods (the Default option is enabled).
If you have more than one record for a specific combination, you can easily
change the default record (and ship-via code), by clicking Set as Default
ship-via command on the selected row.
- If a freight map ID and a zone ID has been specified manually, the
Manually Assigned Zone option will get enabled. Even when an automatic
assigning job is run, the manually entered values by the user will remain.
- If a picking lead time is entered, it will override the value entered
in the delivering site.
- If a route is entered, it will override the route entered for the same
ship-via code on the Customer/Address/Sales Address
Information tab.
- If both the route and forwarder (which is connected to the same route)
exist on the supply chain matrix, it will override the forwarder value entered
in the supply chain matrix without a route, site and customer. If the forwarder
is mentioned on the supply chain matrix even though the route is not connected
to the forwarder, it will override the forwarder value entered in the site
and customer.
- If a shipment type and shipment location have been entered, these values
overrule the shipment type and shipment location entered as default on the
customer delivery address or the delivering site.