<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/cp/onlinemanual/000471" xml:lang="en">
   <Header>
      <Title>To perform the supply planning for your customer - Setup</Title>
      <Keyword type="header" order="d1e167062">
         <Level1>VMI</Level1>
         <Level2>planning procedure overview</Level2>
      </Keyword>
      <Keyword type="header" order="d1e167067">
         <Level1>To perform the supply planning for your customer</Level1>
         <Level2>setup</Level2>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph>This topic describes how to set the system up to
		perform the supply planning for your customer in a <Link href="/baanerp/wh/glossary/glossary#000469" role="glossary">vendor managed inventory (VMI)</Link> situation.</Paragraph>
   </AimSection>
   <ProcedureSection>
      <Steps>
         <StepsIntro>To perform the supply planning for a customer, you must set
		  up the following data:</StepsIntro>
         <Step>
            <StepTitle>Implemented software components</StepTitle>
            <List>
               <ListIntro>In the <GUIRef href="/baanerp/tc/com/tccom0500m000" role="session">Implemented Software Components (tccom0500m000)</GUIRef> details session, set the following
				fields:</ListIntro>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.trcn" role="manual">Terms and Conditions</GUIRef>
               </ListItemHead>
               <ListItem>Under <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom0100.2" role="groupbox">Modules</GUIRef>, select the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.trcn" role="manual">Terms and Conditions</GUIRef> check box.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.owne" role="manual">Ownership External</GUIRef>
               </ListItemHead>
               <ListItem>Under <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom0100.5" role="groupbox">Concepts (Logistics)</GUIRef>,
				select the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.owne" role="manual">Ownership External</GUIRef> check box.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.vmis" role="manual">VMI (supplier side)</GUIRef>
               </ListItemHead>
               <ListItem>Under <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom0100.5" role="groupbox">Concepts (Logistics)</GUIRef>,
				select the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.vmis" role="manual">VMI (supplier side)</GUIRef> check box. This will make the supplier side of the <Link href="/baanerp/wh/glossary/glossary#000469" role="glossary">vendor managed inventory (VMI)</Link> functionality available.</ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>Cluster</StepTitle>
            <Paragraph>In the <GUIRef href="/baanerp/tc/emm/tcemm1135m000" role="session">Clusters (tcemm1135m000)</GUIRef> session, define a <Link href="/baanerp/tc/glossary/glossary#Cluster_tc" role="glossary">cluster</Link> that represents your customer's site.</Paragraph>
            <List>
               <ListIntro>Set the following fields to the appropriate
				values:</ListIntro>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/emm/tcemm1135m000#tcemm135.extl" role="manual">External</GUIRef>
               </ListItemHead>
               <ListItem>To associate this cluster with a <Link href="/baanerp/tc/glossary/glossary#SoldtoBusine_tc" role="glossary">sold-to business partner</Link>, select the <GUIRef href="/baanerp/tc/emm/tcemm1135m000#tcemm135.extl" role="manual">External</GUIRef> check box.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/emm/tcemm1135m000#tcemm135.ofbp" role="manual">Sold-to Business Partner</GUIRef>
               </ListItemHead>
               <ListItem>Enter the customer for which you perform the supply
				planning in the <GUIRef href="/baanerp/tc/emm/tcemm1135m000#tcemm135.ofbp" role="manual">Sold-to Business Partner</GUIRef> field.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/emm/tcemm1135m000#tcemm135.stbp" role="manual">Ship-to Business Partner</GUIRef>
               </ListItemHead>
               <ListItem>If you deliver goods to multiple sites for the same
				customer, specify the <Link href="/baanerp/tc/glossary/glossary#ShiptoBusine_tc" role="glossary">ship-to business partner</Link> that represents the customer
				site where the items must be delivered.</ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>Warehouse</StepTitle>
            <Paragraph>In the <GUIRef href="/baanerp/wh/wmd/whwmd2500m000" role="session">Warehouses (whwmd2500m000)</GUIRef> session, define the warehouse at the customer's site.</Paragraph>
            <List>
               <ListIntro>Set the following fields to the appropriate
				values:</ListIntro>
               <ListItemHead> 
                  <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#tcmcs003.inep" role="manual">Include in Enterprise Planning</GUIRef>
               </ListItemHead>
               <ListItem>To have the planning process take the inventory in this
				warehouse into account, under <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#whgen.general" role="groupbox">General</GUIRef>, select the <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#tcmcs003.inep" role="manual">Include in Enterprise Planning</GUIRef> check box.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#tcmcs003.xsit" role="manual">External Site</GUIRef>
               </ListItemHead>
               <ListItem>Under <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#whwmds2500.30" role="groupbox">Relationships</GUIRef> &gt; <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#whwmds2500.31" role="groupbox">Site</GUIRef>, in the <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#tcmcs003.xsit" role="manual">External Site</GUIRef> field, select <GUIRef href="/baanerp/tc/domains/ynna#yes" role="option">Yes</GUIRef>.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#f.cluster" role="manual">Distribution Cluster</GUIRef>
               </ListItemHead>
               <ListItem>Under <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#whwmds2500.30" role="groupbox">Relationships</GUIRef> &gt; <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#whwmds2500.31" role="groupbox">Site</GUIRef>, in the <GUIRef href="/baanerp/wh/wmd/whwmd2500m000#f.cluster" role="manual">Distribution Cluster</GUIRef> field, enter the cluster you
				defined in the previous step.</ListItem>
            </List>
            <Paragraph>Note: If you will be managing the inbound
			 and outbound operations in this warehouse, you must also select the <Link href="/baanerp/wh/wmd/whwmd2500m000#tcmcs003.imgt" role="formfield">Inventory Management</Link> check box.</Paragraph>
         </Step>
         <Step>
            <StepTitle>Terms and conditions agreement (Planning)</StepTitle>
            <Paragraph>In the <GUIRef href="/baanerp/tc/trm/tctrm1100m000" role="session">Terms and Conditions (tctrm1100m000)</GUIRef> session, define a <Link href="/baanerp/tc/glossary/glossary#000500" role="glossary">terms and conditions agreement</Link> of type <GUIRef href="/baanerp/tc/domains/trm.trtp#sales" role="option">Sales</GUIRef>.
			 For further instructions, refer to <Link href="/baanerp/tc/onlinemanual/000503" role="manual">To set up terms and conditions</Link>.</Paragraph>
            <Paragraph>To make the planning-related parameters in
			 the <Link href="/baanerp/tc/glossary/glossary#000506" role="glossary">terms and conditions group</Link> available, in the <GUIRef href="/baanerp/tc/trm/tctrm1610m000" role="session">Terms and Conditions Search Level - Lines (tctrm1610m000)</GUIRef> session, select the <Link href="/baanerp/tc/trm/tctrm1610m000#tctrm110.plng" role="formfield">Planning</Link> check box.</Paragraph>
            <List>
               <ListIntro>After you set up a basic <Link href="/baanerp/tc/glossary/glossary#000505" role="glossary">terms and conditions line</Link>, start the <GUIRef href="/baanerp/tc/trm/tctrm1620m000" role="session">Terms and Conditions Line (tctrm1620m000)</GUIRef> session, click the <GUIRef href="/baanerp/tc/domains/trm.grtp#plng" role="option">Planning</GUIRef> tab, and enter a record. Set the fields to the appropriate values</ListIntro>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tctrm135.rfsp" role="manual">Responsible for Supply Planning</GUIRef>
               </ListItemHead>
               <ListItem>To specify that you perform the supply planning for your
				customer, select the <Link href="/baanerp/tc/trm/tctrm1135m000#tctrm135.rfsp" role="formfield">Responsible for Supply Planning</Link> check box.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.forecast" role="groupbox">Forecast</GUIRef>
               </ListItemHead>
               <ListItem>For instructions on the fields under <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.forecast" role="groupbox">Forecast</GUIRef>, refer to <Link href="/baanerp/cp/onlinemanual/000490" role="manual">Forecast (VMI)</Link>.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.inv.levels" role="groupbox">Inventory Levels</GUIRef>
               </ListItemHead>
               <ListItem>For instructions on the fields under <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.inv.levels" role="groupbox">Inventory Levels</GUIRef>, refer to <Link href="/baanerp/cp/onlinemanual/000476" role="manual">To work with minimum and maximum inventory</Link>.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.cnf.forecst" role="groupbox">Confirmed Forecast</GUIRef>
               </ListItemHead>
               <ListItem>For instructions on the fields under <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.cnf.forecst" role="groupbox">Confirmed Forecast</GUIRef>, refer to <Link href="/baanerp/cp/onlinemanual/000474" role="manual">Confirmed forecast and unconfirmed forecast</Link> and <Link href="/baanerp/cp/onlinemanual/000478" role="manual">How to set up confirmed forecast (supplier side)</Link>.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.confd.suppl" role="groupbox">Confirmed Supply</GUIRef>
               </ListItemHead>
               <ListItem>For instructions on the fields under <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.confd.suppl" role="groupbox">Confirmed Supply</GUIRef>, refer to <Link href="/baanerp/cp/onlinemanual/000491" role="manual">Confirmed supply (VMI)</Link>.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.plng" role="groupbox">Planning</GUIRef>
               </ListItemHead>
               <ListItem>For instructions on the fields under <GUIRef href="/baanerp/tc/trm/tctrm1135m000#tcgen.plng" role="groupbox">Planning</GUIRef>, refer to <Link href="/baanerp/cp/onlinemanual/000495" role="manual">Replenishment methods (VMI)</Link> and <Link href="/baanerp/cp/onlinemanual/000483" role="manual">Planning methods (VMI)</Link>.</ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>Terms and conditions agreement (Order)</StepTitle>
            <Paragraph>In the <GUIRef href="/baanerp/tc/trm/tctrm1100m000" role="session">Terms and Conditions (tctrm1100m000)</GUIRef> session, select the terms and conditions
			 agreement you defined in the previous step.</Paragraph>
            <Paragraph>To make the order-related parameters in the <Link href="/baanerp/tc/glossary/glossary#000506" role="glossary">terms and conditions group</Link> available, in the <GUIRef href="/baanerp/tc/trm/tctrm1610m000" role="session">Terms and Conditions Search Level - Lines (tctrm1610m000)</GUIRef> session, select the <Link href="/baanerp/tc/trm/tctrm1610m000#tctrm110.ordr" role="formfield">Order</Link> check box.</Paragraph>
            <Paragraph>Start the <GUIRef href="/baanerp/tc/trm/tctrm1620m000" role="session">Terms and Conditions Line (tctrm1620m000)</GUIRef> session, click the <GUIRef href="/baanerp/tc/domains/trm.grtp#ordr" role="option">Order</GUIRef> tab, and enter a record. Set the fields to the appropriate values.</Paragraph>
            <Paragraph>The value of the <Link href="/baanerp/tc/trm/tctrm1130m000#tctrm130.ttaw" role="formfield">Transfer Type</Link> field determines if LN will use <Link href="/baanerp/ti/glossary/glossary#000077" role="glossary">warehouse transfers</Link> 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.</Paragraph>
            <Paragraph>If the <Link href="/baanerp/tc/trm/tctrm1130m000#tctrm130.pmnt" role="formfield">Payment</Link> field has the value <GUIRef href="/baanerp/tc/domains/pmnt#pay.on.receipt" role="option">Pay on Receipt</GUIRef>, the <GUIRef href="/baanerp/tc/trm/tctrm1130m000#tctrm130.ttaw" role="manual">Transfer Type</GUIRef> field cannot be set to <GUIRef href="/baanerp/tc/domains/ttaw#wh.transfer" role="option">Warehouse Transfer</GUIRef>.</Paragraph>
         </Step>
         <Step>
            <StepTitle>Sales contract</StepTitle>
            <Paragraph>In the <GUIRef href="/baanerp/td/sls/tdsls3500m000" role="session">Sales Contracts (tdsls3500m000)</GUIRef> session, define a <Link href="/baanerp/td/glossary/glossary#000220" role="glossary">sales contract</Link> between you and your customer.</Paragraph>
            <List>
               <ListIntro>Set the following fields to the appropriate
				values:</ListIntro>
               <ListItemHead> 
                  <GUIRef href="/baanerp/td/sls/tdsls3500m000#tdsls300.trid" role="manual">Terms and Conditions ID</GUIRef>
               </ListItemHead>
               <ListItem>Enter the <Link href="/baanerp/tc/glossary/glossary#000500" role="glossary">terms and conditions agreement</Link> defined in the previous step in the <GUIRef href="/baanerp/td/sls/tdsls3500m000#tdsls300.trid" role="manual">Terms and Conditions ID</GUIRef> field.</ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>EP Parameters</StepTitle>
            <List>
               <ListIntro>In the <GUIRef href="/baanerp/cp/rpd/cprpd0100m000" role="session">EP Parameters (cprpd0100m000)</GUIRef> details session, set the following fields:</ListIntro>
               <ListItemHead> 
                  <GUIRef href="/baanerp/cp/rpd/cprpd0100m000#cprpd000.nore" role="manual">Number of Revisions</GUIRef>
               </ListItemHead>
               <ListItem>To specify the number of <Link href="/baanerp/cp/glossary/glossary#000457" role="glossary">revisions</Link> of the <Link href="/baanerp/cp/glossary/glossary#000456" role="glossary">forecast</Link> and <Link href="/baanerp/cp/glossary/glossary#000461" role="glossary">confirmed supply</Link> that LN stores, use the <GUIRef href="/baanerp/cp/rpd/cprpd0100m000#cprpd000.nore" role="manual">Number of Revisions</GUIRef> field.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/cp/rpd/cprpd0100m000#cprpd000.aafo" role="manual">Automatic Accept Forecast</GUIRef>
               </ListItemHead>
               <ListItem>To specify whether you accept all forecast messages without
				checking, use the <GUIRef href="/baanerp/cp/rpd/cprpd0100m000#cprpd000.aafo" role="manual">Automatic Accept Forecast</GUIRef> check box.</ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>Plan items</StepTitle>
            <Paragraph>In the <GUIRef href="/baanerp/cp/rpd/cprpd1100m000" role="session">Items - Planning (cprpd1100m000)</GUIRef> session, define <Link href="/baanerp/ti/glossary/glossary#PlanItems_ti" role="glossary">plan item</Link> 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 <Link href="/baanerp/tc/glossary/glossary#Cluster_tc" role="glossary">cluster</Link> your defined in step 2.</Paragraph>
            <List>
               <ListIntro>Set the following fields to the appropriate
				values:</ListIntro>
               <ListItemHead> 
                  <GUIRef href="/baanerp/cp/rpd/cprpd1100m000#cprpd100.sour" role="manual">Default Supply Source</GUIRef>
               </ListItemHead>
               <ListItem>
                  <Paragraph>To supply the item by using <Link href="/baanerp/cp/glossary/glossary#000049" role="glossary">planned distribution orders</Link>, set the <Link href="/baanerp/cp/rpd/cprpd1100m000#cprpd100.sour" role="formfield">Default Supply Source</Link> field to <GUIRef href="/baanerp/cp/domains/rpd.sour#distribution" role="option">Distribution</GUIRef>.</Paragraph>
                  <Paragraph>To supply the item by using <Link href="/baanerp/td/glossary/glossary#DirectDelive_td" role="glossary">direct delivery</Link> from your suppliers to your customer,
				  set the <Link href="/baanerp/cp/rpd/cprpd1100m000#cprpd100.sour" role="formfield">Default Supply Source</Link> field to <GUIRef href="/baanerp/cp/domains/rpd.sour#manpur" role="option">Production/Purchase</GUIRef>.</Paragraph>
               </ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/cp/rpd/cprpd1100m000#cprpd100.cwar" role="manual">Default Warehouse</GUIRef>
               </ListItemHead>
               <ListItem>Enter the warehouse you defined in step 3 in the <GUIRef href="/baanerp/cp/rpd/cprpd1100m000#cprpd100.cwar" role="manual">Default Warehouse</GUIRef> field.</ListItem>
               <ListItemHead> 
                  <GUIRef href="/baanerp/cp/rpd/cprpd1100m000#cprpd100.vmir" role="manual">VMI Role</GUIRef>
               </ListItemHead>
               <ListItem>If you run the planning process, LN automatically sets
				the <Link href="/baanerp/cp/rpd/cprpd1100m000#cprpd100.vmir" role="formfield">VMI Role</Link> field to <GUIRef href="/baanerp/cp/domains/vmi.role#supplier" role="option">Supplier</GUIRef>.</ListItem>
            </List>
            <Paragraph>To build up inventory at your own site,
			 define a corresponding <Link href="/baanerp/ti/glossary/glossary#PlanItems_ti" role="glossary">plan item</Link> that is either a <Link href="/baanerp/cp/glossary/glossary#000055" role="glossary">nonclustered item</Link>, or has a cluster that is associated with the site from where you
			 deliver the item.</Paragraph>
         </Step>
         <Step>
            <StepTitle>Supplying relationships</StepTitle>
            <Paragraph>In the <GUIRef href="/baanerp/cp/rpd/cprpd7130m000" role="session">Supplying Relationships (cprpd7130m000)</GUIRef> session, define the <Link href="/baanerp/cp/glossary/glossary#000005" role="glossary">supplying relationship</Link> from your site to your customer's site.</Paragraph>
            <Paragraph>Note: If you use <Link href="/baanerp/td/glossary/glossary#DirectDelive_td" role="glossary">direct delivery</Link> or manual replenishment, you do not
			 require supplying relationships.</Paragraph>
            <Paragraph>For more information on the use of <Link href="/baanerp/cp/glossary/glossary#000304" role="glossary">multicompany distribution orders</Link> to supply your customer, refer to <Link href="/baanerp/cp/onlinemanual/000409" role="manual">To transfer multicompany distribution orders</Link>.</Paragraph>
         </Step>
         <Step>
            <StepTitle>configure LN for BOD publishing</StepTitle>
            <Paragraph>If you use <Link href="/baanerp/wh/glossary/glossary#000479" role="glossary">Business Object Documents (BOD)</Link> to exchange data between supplier and customer,
			 you must set up the BODs. For more information, refer to <Link href="/baanerp/tc/onlinemanual/000520" role="manual">To configure LN for BOD publishing</Link>.</Paragraph>
         </Step>
      </Steps>
   </ProcedureSection>
   <RelatedTopics>
      <SectionTitle> Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000470" role="manual">Supply planning by supplier</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000472" role="manual">To perform the supply planning for your customer - Procedure</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000473" role="manual">To let your supplier perform the supply planning - Setup</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000500" role="manual">Overview of terms and conditions</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000503" role="manual">To set up terms and conditions</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000021" role="manual">Order planning, an overview</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000490" role="manual">Forecast (VMI)</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000476" role="manual">To work with minimum and maximum inventory</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000474" role="manual">Confirmed forecast and unconfirmed forecast</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000478" role="manual">How to set up confirmed forecast (supplier side)</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000491" role="manual">Confirmed supply (VMI)</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000495" role="manual">Replenishment methods (VMI)</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/cp/onlinemanual/000483" role="manual">Planning methods (VMI)</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000520" role="manual">To configure LN for BOD publishing</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>