Source Customer Order Lines Manually

Explanation

Use this window to manually source a customer order line where the supply code is Not Decided and the header status is Less than Delivered. To source an order line in this window means that you manually specify which sourcing alternative or alternatives will supply the customer order line. Note that only one sourcing alternative can be specified for a customer order line that originates from an internal purchase order. Possible sourcing alternatives in this window are own inventory, internal suppliers, external suppliers, and manufacturing at the own site. The information displayed for the different sourcing alternatives is based on default values. Key information such as ship via, wanted delivery date, and delivery mode, can be changed in this window.

In the tab header the information needed to supply the order from the own inventory or by manufacturing at own site is displayed. In the upper table of the tab, the information needed to supply the order from internal and/or external suppliers is displayed. Only suppliers defined for the purchase part on the order line are displayed. The delivery mode on the sourcing alternatives is set to Transit by default. If you want the goods to be delivered directly to the customer, select Direct from the Delivery Mode list. Furthermore, if you want to ship the goods in a way that differs from the default method, you can change the ship via code by using the List of Values. Finally, you can change the wanted delivery date, by entering a new date and pressing Enter. This can for instance be useful when the customer wants to have the same product delivered on different dates. If you change the delivery mode, the ship via code, or the wanted delivery date, the information displayed for the sourcing alternative is recalculated.

To analyze availability of a part, you right-click on the appropriate line in the upper table of the tab and then click Inventory Part Availability Planning.

If you want to change the sales quantity on the order line, you can do this directly in the window header, or on the customer order line in the Customer Order/Order Lines tab.

A customer order line, with supply code Not Decided, cannot be released if not the whole sales quantity is sourced. However, all order lines that are fully sourced, i.e., sourced quantity match sales quantity, are released at the same time as the rest of the order. An order line that is not released together with the rest of the order, remains with the Not Decided supply code, and can be released later. As long as the header status is less than Delivered, a new order line with the Not Decided supply code can be entered and manually sourced in this window.

Prerequisites

• The order line must have a Not Decided supply code.
• The customer order header status must be Less than Delivered.
• The part cannot be a configure-to-order (CTO) part.
• The part must be a manufactured part if Shop Order should be a possible supply code.
• The internal and external suppliers must be connected to the purchase part on a customer order line to appear as possible sourcing alternatives.

System Effects

A customer order line is sourced from one or several sourcing alternatives. The source line receives the correct supply code, and when appropriate, the correct supplier. Each source line carries its own wanted delivery date as well as the ship via code.

When the customer order line is completely sourced, i.e., the sales quantity matches the sourced quantity, the customer order line can be released. When the order line is released, a new order line is created for each source line that originated from the initial order line.

If stock has been reserved at an internal supplier or at an order-taking site, this will be indicated in the Supply Site Qty Reserved field on the sourced line.

Window

Customer Order
Source Order Lines
Source Order Lines Manually

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Source Order Lines
Source Order Lines Manually

Procedure

In Customer Order/Order Lines and Source Order Lines:

1. Populate or query for the appropriate order.
2. Select the order line that you want to source.
3. Right-click in the lower part of the window, point to Sourcing and then click Source Order Lines Manually. This will open the Source Order Lines Manually window. You can then follow the procedure as described below.

In the Source Order Lines Manually window:

1. Populate or query for the appropriate order line.
2. If you want to supply the ordered part from the order taking site, an internal supplier or an external supplier, change the information if necessary as described above, enter the quantity to source and then save. A sourced line will appear in the lower table of the tab, showing the appropriate information.
3. If you want to reserve the sourced quantity, on either the local site (the order taking site) or the supply site, place the cursor on the appropriate sourced line, right-click and then select the appropriate option from the operations menu.
4. If you want to make any changes on a sourced line, you have to delete the erroneous line from the lower table of the tab, save the changes, and then create a new source line.