Define Supplier to Customer Supply Chain Parameters

Explanation

Use this activity to manage supply chain parameters, i.e., ship via codes, lead times, distance, and expected shipping costs for direct deliveries from external supplier addresses to external customer addresses.

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 window Supplier to Customer Supply Chain Parameters
• The matrix window Supply Chain Matrix for Customer (the From External Supplier tab)
• The matrix window Supply Chain Matrix for Supplier (the To External Customer tab)

The information in the overview window for the supplier-to-customer relations is exactly the same as on 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 windows provide the ability to work with all relations for an object, i.e., from a focal point, from a single window.

When you enter the delivery mode (ship via), the language in the customer record determines which ship via codes are available. The external transport lead time is a required parameter, while distance, expected additional cost, and currency can be useful to define the sourcing feature.

Both the overview window and the matrix windows are divided into two tables. In the upper table, you can view and enter general supply chain parameters. In the lower table, you can view or define exceptions for each general supply chain parameter defined in the upper table. The exceptions are defined on a supply chain part group, which means the parameters are valid for all the inventory parts connected to the same supply chain part group.

Prerequisites

Required:

• The external supplier must have been entered in the Supplier window.
• The external customer must have been entered in the Customer window.
• When you work in the matrixes, the focal point, i.e., the point of the departure, in the header must have been connected to your user in the Sites per User window.
• The ship via code with the correct language code (the same as in the supplier record), must have been entered on the Ship Via Codes window.

Optional:

• To trade between the supplier and customer in the system, a default ship via code and delivery term must be specified for the delivery address in the supplier record, and the delivery address must be specified in the customer record.
• The currency must have been activated in IFS/Application Services, on the Currency tab of the ISO Code Usage window. The expected additional cost requires that the currency is stated and activated.

Required when defining exceptions to the general parameters:

• The inventory part that requires 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 external supplier addresses to external customer addresses.
• If the delivery address is marked as default in the supplier record, the Default Address check box is selected.
• If the delivery address is marked as default in the customer record, the Default Address check box is selected.
• The first entry for a particular combination automatically becomes the default setting when shipping goods (the Default check box is selected). If you have more than one record for a specific combination, you can easily change the default record (and ship via code), by right-clicking and clicking Set as Default Ship Via, on the selected row.
• If a freight map ID and a zone ID has been specified manually, the Manually Assigned Zone check box will get selected. Even when an automatic assigning job is run, the manually entered values by the user will remain.

Window

Supplier to Customer Supply Chain Parameters
Supply Chain Matrix for Customer
Customer
Supply Chain Matrix for Supplier
Supplier

Related Window Descriptions

Supplier to Customer Supply Chain Parameters
Supply Chain Matrix for Customer
Supply Chain Matrix for Customer/From External Supplier
Customer
Customer/Address/Order Address Info
Supply Chain Matrix for Supplier
Supply Chain Matrix for Supplier/To External Customer
Supplier
Supplier/Address/Purchase Address Info

Procedure

Select one of the procedures from, A 1, A 2 or A 3. Then, continue to procedure B to define exceptions.

A 1. Establishing a relation in the Supplier to Customer Supply Chain Parameters window

1. Open the Supplier to Customer Supply Chain Parameters window.
2. Create a new record.
3. Enter the external supplier, either by entering the short code or by using the List of Values. The name of the supplier appears automatically.
4. Enter the supplier delivery address, either by entering the short code or by using the List of Values.
5. Enter the external customer, either by entering the short code or by using the List of Values. The name of the customer appears automatically.
6. Enter the delivery address for the customer, either by entering the short code or by using the List of Values.
7. Enter the delivery mode in the Ship Via field, either by entering the short code or by using the List of Values. The description appears automatically.
8. Specify the external transport lead time in calendar days. The entry must be defined by integers.
9. If you want to assign a freight zone manually, select a zone map ID from the List of Values. Then select an appropriate Zone ID from the List of Values.
10. Save your entry.

The following parameters can be useful to define the sourcing feature:

• Enter the distance between the external supplier address 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.

A 2. Establishing the relation in the Supply Chain Matrix for Customer, the From External Supplier tab

1. Open the Supply Chain Matrix for Customer window from the Navigator and populate or query for the external customer. Or, on the Address/Order Address Info sub tab of the Customer window, right-click and then click Supply Chain Matrix for Customer.
2. If the customer has several address identities, it is important to select the address for which you will define the supply chain parameters. Select the address identity from the To External Customer list. If the selected address is the default delivery address in the customer record, the Default Address check box is selected.
3. Click the From External Supplier tab and create a new record.
4. Enter the external supplier, either by entering the short code or by using the List of Values. The name of the supplier appears automatically.
5. Enter the supplier delivery address, either by entering the short code or by using the List of Values.
6. Enter the delivery mode in the Ship Via field, either by entering the short code or by using the List of Values. The description appears automatically.
7. Specify the external transport lead time in calendar days. The entry must be defined by integers.
8. If you want to assign a freight zone manually, select a zone map ID from the List of Values. Then select an appropriate Zone ID also from the List of Values.
9. Save your entry.

The following parameters can be useful to define the sourcing feature:

• Enter the distance between the external customer address and the external supplier 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.

A 3. Establishing the relation in the Supply Chain Matrix for Supplier window, the To External Customer tab

1. Open the Supply Chain Matrix for Supplier window from the Navigator and populate or query for the external supplier. Or, on the Address/Purchase Address Info sub tab of the Supplier window, right-click and then click Supply Chain Matrix for Supplier.
2. If the supplier has several delivery address identities, it is important to select the address for which you will define the supply chain parameters. Select the address identity from the From External Supplier list. If the selected address is the default delivery address in the supplier record, the Default Address check box is selected.
3. Click the To External Customer tab and create a new record.
4. Enter the external customer, either by entering the short code or by using the List of Values. The name of the customer appears automatically.
5. Enter the delivery address for the customer, either by entering the short code or by using the List of Values.
6. Enter the delivery mode in the Ship Via field, either by entering the short code or by using the List of Values. The description appears automatically.
7. Specify the external transport lead time in calendar days. The entry must be defined in integers.
8. Save your entry.

The following parameters can be useful to define the sourcing feature:

• Enter the distance between the external supplier address 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.

B. Defining exceptions to the general supply chain parameters

1. Select one of the alternatives listed below:

• Open the Supplier to Customer Supply Chain Parameters window.
• Open the Supply Chain Matrix for Customer window from the Navigator and populate or query for the external customer. If the customer has several address identities, it is important to select the correct address. Or, on the Address/Order Address Info sub tab of the Customer window, right-click and then click Supply Chain Matrix for Customer. Click the From External Supplier tab.
• Open the Supply Chain Matrix for Supplier window from the Navigator and populate or query for the external supplier. If the supplier has several address identities, it is important to select the correct address. Or, on the Address/Purchase Address Info sub tab of the Supplier window, right-click and then click Supply Chain Matrix for Supplier. Click the To External Customer tab.

1. Select the entry in the upper table for which you need to enter exceptions.
2. Click in the lower table and create a new record.
3. Enter the supply chain part group, either by entering the short code or by using the List of Values. The description appears automatically.
4. Enter the delivery mode in the Ship Via field, either by entering the short code or by using the List of Values. The description appears automatically.
5. Specify the external transport lead time in calendar days. The entry must be defined by integers.
6. Save your entry.

The following parameters can be useful to define the sourcing feature:

• Enter the distance between the external supplier address 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.