| # To perform the supply planning for your customer - Setup This topic describes how to set the system up to perform the supply planning for your customer in a vendor managed inventory (VMI) situation. Step 1. Implemented software components In the Implemented Software Components (tccom0500m000) details session, set the following fields: Terms and Conditions Under Modules, select the Terms and Conditions check box. Ownership External Under Concepts (Logistics), select the Ownership External check box. VMI (supplier side) Under Concepts (Logistics), select the VMI (supplier side) check box. This will make the supplier side of the vendor managed inventory (VMI) functionality available. Step 2. Cluster In the Clusters (tcemm1135m000) session, define a cluster that represents your customer's site. Set the following fields to the appropriate values: External To associate this cluster with a sold-to business partner, select the External check box. Sold-to Business Partner Enter the customer for which you perform the supply planning in the Sold-to Business Partner field. Ship-to Business Partner If you deliver goods to multiple sites for the same customer, specify the ship-to business partner that represents the customer site where the items must be delivered. Step 3. Warehouse In the Warehouses (whwmd2500m000) session, define the warehouse at the customer's site. Set the following fields to the appropriate values: Include in Enterprise Planning To have the planning process take the inventory in this warehouse into account, under General, select the Include in Enterprise Planning check box. External Site Under Relationships > Site, in the External Site field, select Yes. Cluster Under Relationships > Site, in the Cluster field, enter the cluster you defined in the previous step. Note: If you will be managing the inbound and outbound operations in this warehouse, you must also select the Inventory Management check box. Step 4. Terms and conditions agreement (Planning) In the Terms and Conditions (tctrm1100m000) session, define a terms and conditions agreement of type Sales. For further instructions, refer to To set up terms and conditions. To make the planning-related parameters in the terms and conditions group available, in the Terms and Conditions Search Level - Lines (tctrm1610m000) session, select the Planning check box. After you set up a basic terms and conditions line, start the Terms and Conditions Line (tctrm1620m000) session, click the Planning tab, and enter a record. Set the fields to the appropriate values Responsible for Supply Planning To specify that you perform the supply planning for your customer, select the Responsible for Supply Planning check box. Forecast For instructions on the fields under Forecast, refer to Forecast (VMI). Inventory Levels For instructions on the fields under Inventory Levels, refer to To work with minimum and maximum inventory. Confirmed Forecast For instructions on the fields under Confirmed Forecast, refer to Confirmed forecast and unconfirmed forecast and How to set up confirmed forecast (supplier side). Confirmed Supply For instructions on the fields under Confirmed Supply, refer to Confirmed supply (VMI). Planning For instructions on the fields under Planning, refer to Replenishment methods (VMI) and Planning methods (VMI). Step 5. Terms and conditions agreement (Order) In the Terms and Conditions (tctrm1100m000) session, select the terms and conditions agreement you defined in the previous step. To make the order-related parameters in the terms and conditions group available, in the Terms and Conditions Search Level - Lines (tctrm1610m000) session, select the Order check box. Start the Terms and Conditions Line (tctrm1620m000) session, click the Order tab, and enter a record. Set the fields to the appropriate values. The value of the Transfer Type field determines if ERP LN will use warehouse transfers or sales transfers to deliver the items to the customer's warehouse. In general, warehouse transfers are the most simple solution, but sales transfers offer some additional features. If the Payment field has the value Pay on Receipt, the Transfer Type field cannot be set to Warehouse Transfer. Step 6. Sales contract In the Sales Contracts (tdsls3500m000) session, define a sales contract between you and your customer. Set the following fields to the appropriate values: Terms and Conditions ID Enter the terms and conditions agreement defined in the previous step in the Terms and Conditions ID field. Step 7. EP Parameters In the EP Parameters (cprpd0100m000) details session, set the following fields: Number of Revisions To specify the number of revisions of the forecast and confirmed supply that ERP LN stores, use the Number of Revisions field. Automatic Accept Forecast To specify whether you accept all forecast messages without checking, use the Automatic Accept Forecast check box. Step 8. Plan items In the Items - Planning (cprpd1100m000) session, define plan item that represents the item inventory at your customer's site. for the item you deliver to your customer. In the plan item's cluster segment, enter the cluster your defined in step 2. Set the following fields to the appropriate values: Default Supply Source To supply the item by using planned distribution orders, set the Default Supply Source field to Distribution. To supply the item by using direct delivery from your suppliers to your customer, set the Default Supply Source field to Production/Purchase. Default Warehouse Enter the warehouse you defined in step 3 in the Default Warehouse field. VMI Role If you run the planning process, ERP LN automatically sets the VMI Role field to Supplier. To build up inventory at your own site, define a corresponding plan item that is either a nonclustered item, or has a cluster that is associated with the site from where you deliver the item. Step 9. Supplying relationships In the Supplying Relationships (cprpd7130m000) session, define the supplying relationship from your site to your customer's site. Note: If you use direct delivery or manual replenishment, you do not require supplying relationships. For more information on the use of multicompany distribution orders to supply your customer, refer to To transfer multicompany distribution orders. Step 10. configure ERP LN for BOD publishing If you use Business Object Documents (BOD) to exchange data between supplier and customer, you must set up the BODs. For more information, refer to To configure ERP LN for BOD publishing. Related topics Supply planning by supplier To perform the supply planning for your customer - Procedure To let your supplier perform the supply planning - Setup Overview of terms and conditions To set up terms and conditions Order planning, an overview Forecast (VMI) To work with minimum and maximum inventory Confirmed forecast and unconfirmed forecast How to set up confirmed forecast (supplier side) Confirmed supply (VMI) Replenishment methods (VMI) Planning methods (VMI) To configure ERP LN for BOD publishing |