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 Monitoring Quota Arrangements

This section shows you how to:

  • Display the quota arrangement for a material

  • Display changes to a quota arrangement

  • List and maintain the quota arrangements of several materials

  • Simulate automatic source determination

  • Analyze quota arrangement items

    (for example, check the quota arrangements that contain no quota arrangement records in a specified period)

  • Revise a quota arrangement

Displaying a Quota Arrangement

  1. Choose Start of the navigation path Master data Next navigation step Quota arrangement Next navigation step Display Next navigation step . The initial screen for the quota arrangement appears. End of the navigation path

  2. Enter the material and plant number. Then pressENTER to display the overview screen.

  3. You can display individual records quota arrangement records by selecting a quota arrangement and choosing Start of the navigation path Goto Next navigation step Item overview. End of the navigation path

Displaying Changes to a Quota Arrangement

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

The log shows:

  • What was changed (old and new values)

  • When the quota arrangement item in question was changed

  • Who changed it

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

  1. Choose Start of the navigation path Master data Next navigation step Quota arrangement Next navigation step Changes Next navigation step . End of the navigation path

  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 Start of the navigation path Master data Next navigation step Quota arrangement Next navigation step List displays Next navigation step By material Next navigation step . End of the navigation path

  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 Start of the navigation path Environment Next navigation step Material Next navigation step . If you wish to display the vendor master record of a quota arrangement item, choose Next navigation step Environment Next navigation step Vendor. End of the navigation path

  4. Select the quota arrangement item to be changed or maintained, and choose Start of the navigation path Edit Next navigation step Quota arrangement Next navigation step . End of the navigation path

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:

  • Which sources of supply would be determined if the quota arrangement were the only source identification option (that is, source determination is carried out without taking outline agreements, info records, or source lists into account)

  • Which sources of supply would be determined by the system (that is, taking outline agreements, info records, quota arrangements, and source lists into account)

Procedure

To simulate the source determination process, proceed as follows

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

Start of the navigation path Extras Next navigation step Simulation Next navigation step Quota arrangement Next navigation step , if only the quota arrangement is to be taken into account in the source determination process. End of the navigation path

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

  1. PressENTER 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 Start of the navigation path Master data Next navigation step Quota arrangement Next navigation step Follow-on functions Next navigation step Analyze End of the navigation path .

  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 Start of the navigation path Program Next navigation step Execute Next navigation step . The materials whose quota arrangements are incompletely maintained are displayed. End of the navigation path

  2. Maintain quota arrangement: Select the quota arrangement item to be changed or maintained, and choose Start of the navigation path Edit Next navigation step Quota arrangement Next navigation step . End of the navigation path

  3. Display material master record: Select the quota arrangement item whose material master record you wish to display. Choose Start of the navigation path Environment Next navigation step Material Next navigation step . End of the navigation path