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.