Release characteristics

This section on the Characteristics Set page explains the characteristics for the releases functionality.

Ship Schedule Reject Level

Indicate the level of demand schedule or requirement at which the supplier can reject the demand. If the Material Release and the Shipping Schedule are sent, the supplier can reject only the Shipping Schedule. Possible values:

• None: The supplier cannot reject the requirements.
• Requirement Level: The supplier can reject the individual requirements.
• Schedule Level: The supplier can reject only the schedules.
  Note:  The supplier cannot reject the requirements on a schedule.

VAN Send Independent of Storage

If this check box is selected, the demand file is sent to a Value-Added network (VAN).

Note:  When an inbound file cannot be stored, an email notification is sent to the contact specified on the Computer Profile page.

Add PO Number

If this check box is selected, the Purchase Order (PO) number is used to define the demand key.

Add Eng Change Level

If this check box is selected, the engineering change level of the part is used to define the demand key.

Add Model Year

If this check box is selected, the model year of the part is used to define the demand key.

SMI Signal

If check box is selected, the demand key is used for the Supplier Managed Inventory (SMI) process. The inventory is updated with PO number or model year or the engineering change level when the SMI part is created or modified.

Material Release

Indicate the strategy to replace the material release demand schedules. Possible values:

• None: The Material Release document is not sent.
• Implicit by Facility: The current schedules for the facility are replaced with the new schedule.
• Implicit by Facility/Demand Key: The current schedules for the facility and demand combination are replaced with the new schedule.
• Implicit by Facility/Supplier: The current schedules for the facility and supplier combination are replaced with the new schedule.
• Explicit: The purpose code is included with the new schedule to indicate that the existing schedule is replaced, modified, or cancelled.
• Augment Schedule: Only one schedule is maintained and the new requirements are added to the existing schedule.

Kanban Signal

Indicate the strategy to replace the schedule related to the Kanban.

Note:  The Augment Schedule is applicable to Kanban Signal only if the Kanban functionality is enabled for the customer.

Shipping Schedule

Indicate the strategy to replace the daily or just-in-time demand. Possible values:

• None: The Shipping Schedule document is not sent.
• Implicit by Facility: The current schedules for the facility are replaced with the new schedule.
• Implicit by Facility/Demand Key: The current schedules for the facility and demand combination are replaced with the new schedule.
• Implicit by Facility/Supplier: The current schedules for the facility and supplier combination are replaced with the new schedule.
• Explicit: The purpose code is included with the new schedule to indicate that the existing schedule is replaced, modified, or cancelled.
• Augment Schedule: Only one schedule is maintained and the new requirements are added to the existing schedule.

SMI Signal

Indicate the strategy to replace the demand related to the SMI signal.

Note:  The Augment Schedule is applicable to SMI Signal only if the SMI functionality is enabled for the customer.

Use CUM Management

If this check box is selected, the CUM Management is used to track requirements for the Material Releases and Shipping Schedules.

Note: If the CUM Management is implemented, the open quantities are determined based on the CUM quantities.

Material Release CUM Method

Indicate the strategy to send and track CUM data for Material Releases. Possible values:

• CUM to Net: The cumulative quantities are sent as demand. The actual required quantity is calculated based on the CUM required and CUM received.
• Net to CUM: The actual required quantity is sent as demand. The CUM quantity is calculated by the application.

Note:  This field is enabled only if the Use CUM Management check box is selected.

Shipping Schedule CUM Method

Indicate the strategy to send and track CUM data for Shipping Schedules. Possible values:

• CUM to Net: The cumulative quantities are sent as demand. The actual required quantity is calculated based on the CUM required and CUM received.
• Net to CUM: The actual required quantity is sent as demand. The CUM quantity is calculated by the application.

Note: This field is enabled only if the Use CUM Management check box is selected.

CUM Shipped (YTD) Owner

Indicate the business partner responsible to update the CUM shipped quantity. Possible values:

• Supplier-Internal: The application updates the CUM shipped based on the Advance Ship Notices (ASNs) and manual adjustments.
• Customer-External: The CUM shipped is updated based on the customer defined CUM shipped quantity in inbound schedules.

Create Pseudo Requirement For Behind Schedule

If the check box is selected, the past due requirement is generated for behind the schedule when a new schedule is published. If the CUM required is more than the CUM shipped quantity in a new schedule, a requirement is added to the schedule for the difference in quantity with the due date set for the previous day.

Note:  This field is enabled only if the Use CUM Management check box is selected.

CUM Basis for Material Release

Indicate the base quantity for the schedule. Possible values:

• CUM Required Prior
• CUM Received (YTD)

Note: 

• In the XML API file, the CUM Received Prior maps to cum_required_qty or cum_required_prior_qty, and CUM Received (YTD) maps to cum_received_qty or cum_received_prior_qty.
• This field is enabled only if the Use CUM Management check box is selected.

CUM Basis for Shipping Schedule

Indicate the base quantity for the schedule. Possible values:

• CUM Required Prior
• CUM Received (YTD)

Note: 

• In the XML API file, CUM Required Prior maps to cum_received_prior_qty or cum_required_prior_qty and CUM Received (YTD) maps to cum_received_qty.
• This field is enabled only if the Use CUM Management check box is selected.

Additional CUM Fulfillment

Indicate the demand fulfillment strategy when the CUM functionality is enabled. Possible values:

• None. The line item quantity of the in-transit and the staged shippers are not considered to meet the requirements of the schedule.
• In-transit Shippers: The line item quantity of the in-transit shipper is considered to calculate the Due Qty. and CUM Shipped (YTD) quantity of the schedule.
• In-transit and Staged Shippers: The line item quantity of the in-transit and the staged shippers are considered to calculate the Due Qty. and CUM Shipped (YTD) quantity of the schedule.
• Staged Shippers: The line item quantity of the staged shippers is considered to calculate the Due Qty. and the CUM Shipped (YTD) quantity of the schedule.

Note:  This field is enabled only if the value in the CUM Shipped (YTD) Owner field is set to Customer-External.

New Schedule Fulfillment

Indicate whether the line items on staged or in-transit shippers meet the requirements of the schedules published or cancelled by the customer. Possible values:

• None: The requirements of the new schedule are fulfilled as new shippers are created.
• Staged Shipments: The line items on staged shippers are considered to meet the requirements of the new schedule.
  Note:  If a schedule is cancelled, the line items on the staged shipper are considered for the previous schedule or manually updated on the Update In-Transits Supplier page.
• In-transit Shipments and Staged Shippers: The line items on staged and in-transit shippers are considered to meet the requirements of the new schedule.
  Note:  If a schedule is cancelled, the line items on the staged shipper are considered for the previous schedule or manually updated on the Update In-Transits Supplier page.
• Classic: The fulfillment from the previous schedule is considered to meet the requirements of the new schedule.

Note:  This field is enabled only if the Use CUM Management check box is disabled.

Partial Ship Complete

If this check box is selected, the partial shipments are considered to fulfill the entire requirements.

Note:  This field is enabled only if the Use CUM Management check box is disabled.

VAN Send Reconciled Releases

If this check box is selected, the release files sent to the VAN are updated based on the fulfillment strategy to match the requirements.