Sourcing Strategy (cprpd7110m000)

	Sourcing Strategy (cprpd7110m000) Use this session to define sourcing strategies. Related topics Allocation rule: historic percentage Sourcing strategies overview Sources of supply Multisite overview Setting up the item data Scenario The identification of an overall planning solution. Each scenario represents one overall planning solution, and involves particular settings for the planning of items and resources. You can use scenarios to analyze and compare various planning options and to find the best planning solution. For example, you can vary demand forecasts or sourcing strategies. One of the scenarios is the actual scenario, which corresponds with the actual planning situation. You can only transfer planned orders and production plans from the actual scenario to the execution level of LN. Related topics Scenarios in Enterprise Planning Plan Level The level within a hierarchical planning structure. When you plan on a higher plan level, plans are general and less detailed. Example Plan level 1 is the highest plan level; the higher the number, the lower the plan level. You can carry out distribution planning with product families, because each plan level has its own sourcing rules and supply rules. Related topics Plan levels and product families Planning Cluster An object used to group warehouses for which the inbound and outbound flow of goods and materials is planned collectively. For this purpose, the demand and supply of the warehouses of the planning cluster is aggregated. Within a planning cluster one supply source is used, such as production, purchasing or distribution. If multisite is implemented, a planning cluster must include one or more sites. The site or sites include the warehouses for which the planning processes are performed. A site is linked to one planning cluster. Related topics To search sourcing strategies Item Group A group of items with similar characteristics. Each item belongs to a particular item group. The item group is used in combination with the item type to set up item defaults. Related topics To search sourcing strategies Item An item with the order system Planned. The production, distribution, or purchase of these items is planned in Enterprise Planning based on the forecast or the actual demand. You can plan these items by means of the following: Master-based planning, which is similar to master production scheduling techniques. Order-based planning, which is similar to material-requirements planning techniques. A combination of master-based planning and order-based planning. Plan items can be one of the following: An actual manufactured or purchased item. A product family. A basic model, that is, a defined product variant of a generic item. A group of similar plan items or families is called a product family. The items are aggregated to give a more general plan than the one devised for individual items. A code displayed by the item code's cluster segment shows that the plan item is a clustered item that is used for distribution planning. Note This is the item code without the planning cluster segment, because this segment is not used. If you leave this field empty, the sourcing strategy is defined on item group level or on planning cluster level. Related topics Allocation rule: historic percentage To search sourcing strategies General Effectivity Effectivity Date The effective date of the sourcing strategy. Standard Configuration If this check box is selected, this sourcing strategy is valid for the standard configuration. If you do not define an exception, LN takes into account this sourcing strategy to plan supply during the time interval displayed in the Effectivity group box. You can link an exception to the sourcing strategy for which you selected the Standard Configuration check box. In that case, you must clear the Valid check box in the Exceptions (tcuef0105m000), which means that LN does not take into account the sourcing strategy to plan supply. In other words, you can only define an exception to make the corresponding sourcing strategy unavailable for planning. If there are no exceptions present, LN automatically selects the Standard Configuration check box. You can clear the Standard Configuration check box after you linked the exception. Related topics Unit effectivity in Enterprise Planning Expiry Date The expiry date of the sourcing strategy. Exceptions Present If this check box is selected, an exception is defined for the corresponding sourcing strategy in the Exceptions (tcuef0105m000) session. If the Standard Configuration check box is also selected, the exception states that the standard configuration is not valid. If this check box is cleared, no exceptions are defined for the corresponding sourcing strategy. LN takes into account the corresponding sourcing strategy during the time interval displayed in the Effectivity group box. Reason In this field you can enter a description for this strategy. Allocation Source Allocation Rule The rule that defines how a required volume is divided over the following sources of supply: Production Purchase Distribution The source allocation rule is either Percentage or Priority. This field defines how a volume is divided over the different supply sources. The rule selection determines the interpretation of the following fields: Distribution Job Shop Purchase Note In master planning, every source allocation rule is interpreted as a Percentage source allocation rule, regardless of the value of this field. Allowed values Possible Values Related topics Sourcing strategies overview Distribution You can If the source allocation rule is Percentage, the Distribution field is interpreted as the percentage of the requirements that is covered by planned distribution orders. If the source allocation rule is Priority, the Distribution field is interpreted as the priority of the planned distribution orders compared to other supply sources. Note In master planning, every source allocation rule is interpreted as a Percentage source allocation rule, regardless of the value of the Source Allocation Rule field. LN does not create orders for more than the required order quantity, even if the order volume drops below the minimum volume. Related topics Sourcing strategies overview Job Shop If the source allocation rule is Percentage, the Job Shop field is interpreted as the percentage of the requirements that is covered by planned production orders. If the source allocation rule is Priority, the Job Shop field is interpreted as the priority of the planned production orders compared to other supply sources. Note In master planning, every source allocation rule is interpreted as a Percentage source allocation rule, regardless of the value of the Source Allocation Rule field. LN does not create orders for more than the required order quantity, even if the order volume drops below the minimum volume. Related topics Sourcing strategies overview Repetitive If the source allocation rule is Repetitive, the Repetitive field is interpreted as the priority of the repetitive scheduling. Note In master planning, every source allocation rule is interpreted as a Percentage source allocation rule, regardless of the value of the Source Allocation Rule field. LN does not create orders for more than the required order quantity, even if the order volume drops below the minimum volume. Related topics Sourcing strategies overview Purchase If the source allocation rule is Percentage, the Purchase field is interpreted as the percentage of the requirements that is covered by planned purchase orders. If the source allocation rule is Priority, the Purchase field is interpreted as the priority of the planned purchase orders compared to other supply sources. Note In master planning, every source allocation rule is interpreted as a Percentage source allocation rule, regardless of the value of the Source Allocation Rule field. LN does not create orders for more than the required order quantity, even if the order volume drops below the minimum volume. Related topics Sourcing strategies overview Subcontract If the source allocation rule is Subcontract, the Subcontract field is interpreted as the priority for subcontracting orders. Note In master planning, every source allocation rule is interpreted as a Percentage source allocation rule, regardless of the value of the Source Allocation Rule field. LN does not create orders for more than the required order quantity, even if the order volume drops below the minimum volume. Related topics Sourcing strategies overview Position Number The number that identifies a data record or a step in a sequence of activities. Sequence numbers are used in many contexts. Usually LN generates the sequence number for the next item or step. Depending on the context, you can overwrite this number.