Performing the supply planning for your customer - Setup

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.

In the Planning 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.

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.

• Planning Cluster

  Under Relationships > Site, in the Planning 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.

In the Terms and Conditions (tctrm1100m000) session, define a terms and conditions agreement of type Sales. For further instructions, refer to Setting up terms and conditions.

To make the planning-related parameters in the terms and conditions group available, in the Terms and Conditions Search Level (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).

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 (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 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.

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.

In the Planning Parameters (cprpd0100m000) details session, set the following fields:

• Number of Revisions

  To specify the number of revisions of the forecast and confirmed supply that 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.

In the Items - Planning (cprpd1100m000) session, define a 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 planning cluster you defined in step 2.

Set the following fields to the appropriate values:

• Supply Source

  To supply the item by using planned distribution orders, set the Supply Source field to Distribution.

  To supply the item by using direct delivery from your suppliers to your customer, set the Supply Source field to Item Source.

• Ordering Warehouse

  Enter the warehouse you defined in step 3 in the Ordering Warehouse field.

• VMI Relation

  If you run the planning process, LN automatically sets the VMI Relation field to Create Supplier Forecast.

To build up inventory at your own site, define a corresponding plan item that has a planning cluster that is associated with the site from where you deliver the item.

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 Transferring multicompany distribution orders.

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 Configuring LN for BOD publishing.