Enter Distribution Data

Explanation

This activity is used to define general distribution, inventory, purchasing, order and rental data that will be used in the distribution flows which are common to all sites belonging to the same company.  

Prerequisites

A company must have been created with the Create Company Assistant.

System Effects

As a result of this activity, any settings on the Company/Supply Chain Information/Warehouse Management subtab will be defined for the company.

• The options in the Ownership Transfer Point list are: Receipt into Arrival and Receipt into Inventory.
  • If the value Receipt into Arrival is selected, all inventory parts received into an arrival or quality assurance location will be considered company-owned and inventory postings will be created accordingly.
  • If the value Receipt into Inventory is selected, all inventory parts received into an arrival or quality assurance location will be considered supplier-owned and inventory postings will not be created until the parts are received into stock,
    (e.g., picking, floor stock, shipment.)
• The values you enter in the Introduction Duration Days, Decline Inactivity Days and Expired Inactivity Days fields are used to classify parts into different lifecycle stages.
• If the Post Price Differences at Arrival option is enabled, price differences will be booked both at purchase order arrival against the purchase price and then later at invoice-matching against the invoiced price. If the Post Price Differences at Arrival option is disabled, price differences will be calculated at invoice matching.

As a result of this activity, any settings on the Company/Supply Chain Information/Warehouse Management/Part Ownership Transfer Reason section will be defined for the company.

• The options in the Part Ownership Transfer Reason for the Mandatory option are: enabled and disabled.
• If the Mandatory option in the Part Ownership Transfer Reason section is enabled.
  • A system default generated MTR must be defined in the System Default Generated MTR field. This is the default part ownership transfer reason used for system-generated material transfer requisitions, i.e. generated when executing PMRP.
  • The user will be forced to set a part ownership transfer reason when ownership is to be changed for a part.

As a result of this activity, any settings on the Company/Supply Chain Information/Procurement subtab will be defined for the company.

• If the Create Postings for Receipt of Non-Inventory Purchase Orders option is enabled, postings will be created upon receipt of non-inventory purchase parts or no parts in the purchasing flow. When matching a supplier invoice, the system will check if postings were created upon receipt and if not, only the M93 postings will be created. (i.e. M91 and M92 postings will not be created) This will result in no cost being booked for non-inventory or no parts until the invoice is received and matched.
• If the Allow Posting Creation Based on Demand Site Receipt option is enabled together with the Create Postings for Receipt of Non-Inventory Purchase Orders option, non-inventory postings will be created in the Purchasing Company upon receipt of inventory purchase parts, non-inventory purchase parts, or no parts in the purchasing flows done on the Demand Site of another Company. And a duplicate receipt will be created on the Purchasing Company Site for each Demand Site receipt, while the Create Postings in Purchasing Company option is enabled in the demand Site/Sales and Procurement/Procurement/Centralized Order Defaults section (next to Ignore Default Taxes).
• If the Notify Supplier of Consignment Consumption option is enabled, it indicates that the supplier notification is a mandatory step. Consequently, when a consignment stock is being consumed, the consumed stock will not be available for invoice matching until a notification to the supplier has been sent.
• Authorization Routing Option determines how the system includes steps (authorization lines) and validate steps in the authorization routing template to the authorization routing on the purchase requisition line or purchase order.
  
  Include Steps Based on Limits - The system will only generate authorization steps until a step with sufficient authorization limits to authorize the purchase order or requisition line is reached.
  Include All Steps and Consider Limits - The system will copy all the steps in the Authorization routing template and validate the authorization limit of the last step during the authorization of purchase order or purchase requisition.
  Include All Steps do not Consider Limits - The system will copy all the steps in the Authorization routing template without validating the authorization limit of the last step during the authorization of purchase order or purchase requisition.
• If the Use Actual Delivery Date for Currency Rates in Arrival Postings option is enabled, then Actual Delivery Date will be considered for currency rate calculation when registering the purchase arrivals.

 

As a result of this activity, any settings on the Company/Supply Chain Information/Sales subtab will be defined for the company.

• The value selected in the Method for Invoicing Prepayment field determines how the invoicing of prepayments will be handled. The available options are: Advance Invoice and Prepayment Based Invoice.
  • If Advance Invoice is selected, advance invoices will be created for requiring prepayments, i.e., before receiving the prepayment. 
    • The base value retrieved on the advance invoice will depend on the value selected in the Base For Advance Invoice list.
  • If Prepayment Based Invoice is selected (typically used in Poland), invoices will be created after the prepayment has arrived. Note that Prepayment Based Invoice can only be created for the company working with single tax code per line items.
• If the Apply Tax option is enabled, it indicates whether the Apply Tax option should be automatically enabled when creating and advance invoice from a customer order where the Tax Liability is Tax.
• Enable the Allow with Delivery Confirmation option if the company allows prepayment invoicing together with delivery confirmation.
• If the Inter-site Profitability option is enabled, inter-site profitability transactions will be created when internal customer orders are delivered to other sites within the same company.
• If the Delay Cost of Sold Goods to Delivery Confirmation checkbox is selected, the cost of goods sold will be posted at delivery confirmation. It must be noted that posting of the cost of goods sold at delivery confirmation will be performed only if the customer order is set to confirm deliveries. If the customer order is not set to perform confirm deliveries,  the cost of goods sold will be posted when goods are shipped. The value of this option is defaulted to the customer order.
• If the Exclude Services in Delivery Note Printout check box is selected, non inventory sales parts defined as services will be excluded from the delivery note printout.
• If the Invoice Unconnected Charges Separately check box is selected, it is possible to create a customer order invoice for a customer order charge that is not connected to a customer order line, before there is any delivery against the customer order or when there are no approved stage billing lines. If delivery confirmation is used, unconnected charge can be invoiced before any quantity gets a confirmation on delivery. If not selected, it is possible to invoice unconnected charge only with a delivery or an approved stage billing line. When delivery confirmation is used, there should be at least some quantity confirmed for the unconnected charge to be invoiced. The value of this option is editable and will be inherited to the dialog boxes used to batch create customer order invoices. This would impact the customer order invoicing flow.
• If the Include Tax When Creating Interim Sales Voucher option is enabled, tax postings for M177 will be created on the interim sales vouchers when running the Create Interim Sales Voucher job. If the option is disabled, no tax postings will be created even for customer orders that are taxable.

As a result of this activity, any settings on the Company/Supply Chain Information/Rental subtab will be defined for the company.

• If the Consolidate Rental Invoice Lines for Serialized Parts option is enabled, the consolidation of rental invoice lines for serialized parts will apply to all customers of that specific company. If the option is disabled, no consolidation of rental invoice lines for serialized parts will apply to any of the customers of that specific company unless the customer-level parameter to consolidate rental lines for a specific customer is enabled.

 

 

Pages

Supply Chain Information

Activity Diagrams

BDR for Delivery Confirmation
Create and Update Company