Entering Distribution Order—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own sites to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own sites.

Basic Data Setup

Entering User Coordinator Group Information

Purpose: The purpose of this exercise is to enter a prefix and number series for the distribution orders.

Windows:
Sites per User
Coordinator Group

  1. Open the Sites per User window.
  2. Query for your user.
  3. Select the default coordinator ID and default buyer ID from the List of Values.
  4. Save the changes.
  5. On the Coordinator Group tab, enter the distribution order prefix and distribution order number for the coordinator group connected to your user coordinator.
  6. Save the changes.

Enter Site and Inventory Locations

Purpose: The purpose of this exercise is to enter a demand site and a supply site. You should also enter inventory locations on both sites. 

Windows:
Site
Sites per User
Inventory Locations

  1. Open the Site window.
  2. Create XXP as a new supply site, and XXD as a new demand site. (Replace XX with your initials.)
  3. Enter a picking lead time for each site.
  4. Connect delivery addresses to your sites.
  5. Click the Sites per User window, and connect the two sites to your user ID.
  6. In the Inventory Locations window, query for the sites XXP and XXD.
  7. Enter a picking location (XX-PP1), in the Inventory Locations window, on both the XXP and XXD sites.

General exercise for Enter Sites

Internal Supplier

Purpose: The purpose of this exercise is to enter the internal supplier record.

Windows:
Site

  1. Click the Site/Sales and Procurement tab.
  2. On the XXP supply site, right-click and then click Create Internal Supplier.
  3. Follow the steps in the wizard, and enter the internal supplier XXISP replacing XX with your initials.

General exercise for Supplier

Internal Customer

Purpose: The purpose of this exercise is to enter the internal customer record.

Windows:
Site

  1. Click the Site/Sales and Procurement tab.
  2. On the XXD demand site, right-click and then click Create Internal Customer.
  3. Follow the steps in the wizard, and enter the internal customer XXICD, replacing XX with your initials.

General exercise for Enter Customer

Purchased Inventory Part

Purpose: The purpose of this exercise is to create the inventory part on both the demand site and the supply site. 

Windows:
Inventory Part

  1. Enter an inventory part with the part number XX-62-117, replacing XX with your initials, and the description Ball Bearing on both the XXD and XXP sites.
  2. Enter your user ID as the planner.
  3. Use PCS as the unit of measure.
  4. Use 100 USD as the estimated material cost.
  5. Enter the default locations (arrival, quality assurance, and picking location) for the inventory part.

General exercise for Purchased Inventory Part

Main Exercise

Purpose: The purpose of this lesson is to learn how to create distribution orders.

Windows:
Distribution Order
Distribution Orders

On the XXD site, a demand for part XX-62-117 comes up. Instead of purchasing it externally, it is decided that 10 pieces should be moved from the site XXP to XXD. (XX is replaced with your initials.) 

Enter Distribution Order

  1. Open the Distribution Order window.
  2. Create a new record (F5) for the distribution order.
  3. Enter a requisitioner.
  4. Enter XXD as the demand site and XXP as the supply site (replacing XX with your initials).
  5. Enter the part number XX-62-117 (replacing XX with your initials), and a quantity of 10.
  6. Enter a planned receipt date two weeks ahead from today's date.
  7. Enter NO as the order type.
  8. Save (F12).  

Note: The order will receive the Planned status.

Copy Distribution Order

  1. In the Distribution Orders window, query for a distribution order created earlier.
  2. Use this distribution order to do a similar move of parts by duplicating (F6) the old record.
  3. Before saving the record, change the quantity to 15 and the wanted delivery date to three weeks from today's date. 

Note: Right-click and then click Copy Object on a previously created distribution order, as an alternative way of re-using already created distribution orders. Instead of creating a new record in the Distribution Orders window, right-click and then click Paste Object to use the copied distribution order.