Resources by Site – external planning clusters and sites

When the Resources by Site concept is set to In Preparation, for external sites and external planning clusters, various new fields become available, and values are set for these fields.

The values that are set for these new fields depend on the existing setup of the external sites and planning clusters.

When you click In Preparation in the Concept Activation (tcemm4600m000) workbench session, the In Preparation (tccom0234m000) session starts in which you must launch the update process that generates the new fields and sets the values for these fields.

If required, you can run the process in simulation mode before launching the actual update process. In this way, you can adjust the site and planning cluster setup to optimize the results before launching the actual process.

For external sites, during the update process these fields become available:

  • Customer Site
  • Subcontractor Site
  • Ship-from Business Partner
  • Exclude From Enterprise Planning

For external planning clusters, during the update process these fields become available:

  • Holds Subcontractor Sites
  • Customer Site
  • Exclude from Enterprise Planning

External sites

  • Customer Site

    The Customer Site check box is selected for sites that belong to external planning clusters. If a subcontractor is specified in the Subcontractor field, the subcontractor is removed.

    For sites that belong to internal planning clusters, the Customer Site check box is selected in these cases:

    • If a sold-to business partner is specified, and no subcontractor is specified.
    • If both a subcontractor and a sold-to business partner are specified for the site and no subcontracting work center or a product subcontracting model is linked to the site. In this case, the subcontractor is removed.

  • Subcontractor Site

    This check box can be selected for sites that belong to internal planning clusters. This check box is selected in these cases:

    • If a subcontractor is selected in the Subcontractor field, and no sold-to business partner is specified.
    • If both a subcontractor and a sold-to business partner is specified, this check box is selected if a subcontracting work center or a product subcontracting model is linked to the site. In this case, the sold-to business partner is removed.
Note: 

If no sold-to business partner and no subcontractor are specified for the site, the Customer Site and Subcontractor Site check boxes are cleared. The site is not valid for Resources by Site activation. Therefore, you must manually change the site during the In Preparation stage. You can set up the site as a customer site or a subcontractor site, or you can make the site internal.

  • Ship-from Business Partner

    For subcontractor sites, that is, when the Subcontractor Site check box is selected, the ship-from business partner is retrieved from this data:

    • The subcontractor warehouse of the first subcontracting model found for the subcontractor site, or, if not found:
    • Via the buy-from business partner data of the subcontractor, which can be any of this data:
      • The linked ship-from business partner
      • The subcontractor’s ship-from data, if, present
      • The parent business partner, or the parent’s ship-from business partner

  • Exclude From Enterprise Planning

    This check box is cleared.

Sites are maintained in the Sites (tcemm0150m000) session.

External planning clusters

  • Holds Subcontractor Sites

    This check box is cleared.

  • Customer Site

    This check box is selected when the planning cluster is external. If this check box is selected, the planning cluster is used in planning for VMI Forecast. This check box is available if the VMI (supplier side) check box is selected in the Implemented Software Components (tccom0100s000) session.

Note: 

Internal sites can be linked to internal planning clusters. A site and a planning cluster is internal if the External Site and the External check boxes are cleared, respectively.

External sites can be linked to internal and external planning clusters.

Planning clusters are maintained in the Planning Clusters (tcemm1135m000) session.

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