Module Objectives Upon completing this module you will
Module Objectives • Upon completing this module, you will be able to: • Describe the various ways of creating source list records. • List the different uses of a source list. • Control the source determination process with the aid of the source list A © 2014 B. 1
Agenda • • Overview of Source List Functions and Pre-Requisite of Source List. Creation and Maintenance of Source List Requirement Pre-Requisite (Customization & Master Data). A © 2014 B. 2
Overview of Source List. • For some of your materials, there is more than one source of supply. You can manage these supply sources using source lists to control how the applicationrelated supply sources are used. • Source list specifies the possible sources of supply for a Material over a given period of time. It shows the time period in which a material may be ordered from a given vendor or under a certain long-term purchase agreement. • In the source list, you specify which source of supply is valid for a certain period of time. • You can specify a preferred source as fixed or MRP-relevant for a certain period in the source list. • You can mark an undesired source as blocked. A © 2014 B. 3
Agenda • • Overview of Source List Functions and Pre-Requisite of Source List. Creation and Maintenance of Source List Requirement Pre-Requisite (Customization & Master Data). A © 2014 B. 4
Functions of the Source List You use the source list to administer your sources of supply. The source list contains a list of sources for a Material in a particular plant and for particular time periods. Each source is defined by a source list record. The source list has the following purposes. • Restricting the selection of sources during the source determination process. • Defining a source as a fixed source • Blocking a source A © 2014 B. 5
Functions of the Source List (cont. ) Each source list record consists of the following data: • Validity period Period within which the settings made in the source list are valid. The time period always makes reference to the delivery date for a requirement. • Key source data Number of the vendor and the responsible purchasing organization (info-records) or number and item of the outline agreement (scheduling agreement or contract) representing the source of supply for the material. • Fixed source Select the Fixed field to define a source as a fixed source for the purposes of source determination. The fixed source is determined in all cases except the planning run. A © 2014 B. 6
Functions of the Source List (cont. ) • Procurement plant If the material can be procured from a plant, enter the plant number in the PPl field and leave the field for the vendor number and/or contract number empty. The plant is only determined as part of source determination for an item with the stock transfer item type. A © 2014 B. 7
Functions of the Source List (cont. ) • Blocked source Select the Blocked field to define a source of supply as blocked. The info record or outline agreement is not suggested in the course of the source determination process and no PO or requisition can be created with this source. • MRP You use the MRP (MRP-relevant) indicator to control whether a source should be found during the planning run (indicator 1). If this source is a scheduling agreement, you can also generate scheduling agreement schedule lines directly (indicator 2). You can mark multiple source list entries as MRP-relevant if you want to use this in quota arrangement. A © 2014 B. 8
Agenda • • Overview of Source List Functions and Pre-Requisite of Source List. Creation and Maintenance of Source List Requirement Pre-Requisite (Customization & Master Data). A © 2014 B. 9
Creation of Source List Records You can create source list records for individual sources of a material as follows: • Manually This method is recommended if you have to make numerous changes to, or new entries in, a source list. • Creation from within an outline agreement With this procedure, you can adopt an item from an outline agreement in a source list when creating or changing the agreement. On the outline agreement overview screen, select an item for which you wish to enter source list records and choose: Item → Maintain Source List. If you have not entered a plant in the outline agreement item, you must enter the plant for each source list record. A © 2014 B. 10
Creation of Source List Records (Cont. ) • Creation from within an info record With this procedure, you can enter a vendor in the source list when creating or changing a purchasing info record. In the info record, choose Extras →Source List. If the info record is valid for an entire purchasing organization, you can create the source list for all plants of the organization in question. Choose the plant via Goto → Plant. • Automatically You can have source list records generated automatically by the system. The source list records can be generated for several materials (collective procedure) or for a single material (individual procedure). The system thus enables you to create or update all the records for a certain source list very quickly. With this procedure, you can generate a source list record for every info record and/or every outline agreement item for a material or several materials. A © 2014 B. 11
Creation of Source List Records (Cont. ) ME 01 – Source List Creation (Manually) A © 2014 B. 12
Creation of Source List Records (Cont. ) ME 05 – Source List Creation (Automatic) A © 2014 B. 13
Creation of Source List Records (Cont. ) ME 05 – Source List Creation (Automatic) A © 2014 B. 14
Agenda • • Overview of Source List Functions and Pre-Requisite of Source List. Creation and Maintenance of Source List Requirement Pre-Requisite (Customization & Master Data). A © 2014 B. 15
Source List Requirement You can specify that all materials for a certain plant are to be subject to a source list requirement in Customizing. If a source list requirement is defined for a plant, you have to maintain valid source list entries for each material in the plant before this can be ordered or requested for a certain source. Configuration Menu: A © 2014 B. Material Master Setting. 16
Discussion • Discussion point/question #1. • Discuss about the Advantage of Source list in Purchasing Process. • Discussion point/question #2. • Discuss about different Important Field of Source List Master. • Discussion point/question #3. • Discuss about the Pre-Requisite of Source List. A © 2014 B. 17
Checkpoint 1. What is use of Source List? 2. Is it Possible to maintain Multiple Sources for a Plant within Same Validity Period? 3. What are different Ways of creation of Source List? 4. How to block a Source List? A © 2014 B. 18
Module X Summary You should now be able to: • Explain the significance of Source List. • Create and maintain Source List records • Name the organizational levels that are important for the maintenance of Source List records. A © 2014 B. 19
Questions and Comments • What questions or comments do you have? A © 2014 B. 20
Exercise 4: Overview and Conceptual Understanding of Source List – (20 min. ) A © 2014 B. 21
- Slides: 21