Monitoring Quota Arrangements 

This section shows you how to:

Displaying a Quota Arrangement

  1. Choose Master data ® Quota arrangement ® Display. The initial screen for the quota arrangement appears.
  2. Enter the material and plant number. Then press ENTER to display the overview screen.
  3. You can display individual records quota arrangement records by selecting a quota arrangement and choosing Goto ® Item overview.

Displaying Changes to a Quota Arrangement

Each change to a quota arrangement is logged. This provides an audit trail of changes.

The log shows:

You can display changes made to a quota arrangement as follows:

  1. Choose Master data ® Quota arrangement ® Changes.
  2. Specify the selection criteria for the changes. You can enter:
  3. – Material and plant (mandatory)

    – User name of the person responsible whose changes you wish to display (optional)

    – Date as of which the changes are to be displayed (optional)

  4. Display the changes you are interested in.

Displaying Quota Arrangements for Several Materials

You can list the quota arrangements of all materials. In addition, you can maintain an individual quota arrangement from the list.

  1. Choose Master data ® Quota arrangement ® List displays ® By material.
  2. Enter the interval of material numbers or plants for which you wish to display the quota arrangement items.
  3. Display the list of the quota arrangement items you are interested in.

    To display the material master record, select the relevant quota arrangement item and choose Environment ® Material. If you wish to display the vendor master record of a quota arrangement item, choose Environment ® Vendor.

  4. Select the quota arrangement item to be changed or maintained, and choose Edit ® Quota arrangement.

Simulating Source Determination Under Quota Arrangements

You can simulate the process of source determination for a material subject to a quota arrangement. That is to say, you can determine which source would be suggested in a purchase requisition for the material on a certain date. In this way, you can check whether the quota arrangement items on which the process of automatic determination of the source of supply is based have been correctly maintained.

For more information on the determination of sources of supply, refer to the section Optimized Purchasing.

Types of Simulation

You can simulate the following:

Procedure

To simulate the source determination process, proceed as follows

  1. From the overview screen for quota arrangement periods, choose:

Extras ® Simulation ® Quota arrangement, if only the quota arrangement is to be taken into account in the source determination process.

Extras ® Simulation ® Source of supply, if outline agreements, info records, quota arrangement, and source lists are to be taken into account. After pressing ENTER , you must specify the order date for which the simulation is to be carried out.

  1. Press ENTER to display the source of supply that the system would determine according to the quota arrangement or other sourcing options.

Quota Arrangement Analysis

Use the quota arrangement analysis option to list the materials of a plant for which no quota arrangements exist within a certain period. In this way, you can find out which materials have quota arrangements that are incompletely maintained.

  1. Choose Master data ® Quota arrangement ® Follow-on functions ® Analyze.
  2. Enter the interval of material numbers or the plants for which you wish to analyze the quota arrangement items.
  3. Specify the scope of the analysis. You can narrow it down according to the following criteria:

– Start and end dates of a validity period containing a quota arrangement for the specified material

– Interval of quota arrangement numbers

– Time frame for the quota arrangements to be analyzed

  1. Choose Program ® Execute. The materials whose quota arrangements are incompletely maintained are displayed.
  2. Maintain quota arrangement: Select the quota arrangement item to be changed or maintained, and choose Edit ® Quota arrangement.
  3. Display material master record: Select the quota arrangement item whose material master record you wish to display. Choose Environment ® Material.