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 Creating a Source List Manually

 

To enter sources of supply in the source list manually, proceed as follows:

  1. Choose Start of the navigation path Master Data Next navigation step Source List Next navigation step Maintain End of the navigation path.

  2. The initial screen for the source list appears.

  3. Enter the material and plant number. Then press ENTER to display the source list overview screen. You can also maintain the source list for a material with a manufacturer part number.

  4. See: Manufacturer Part Number (MPN)

  5. Enter the individual source list records. Specify the following data for each source list record:

    • Validity period: Enter the period during which orders for the material may be placed with the source (or may not be placed if the source list record is blocked).

    • Characteristics of the source of supply:

      • Number of the vendor and the responsible purchasing organization, or

      • Number of the outline agreement (scheduling agreement or contract) that represents a source of the material

    • Fixed source: Select the Fixed field to define a source of supply as fixed. The vendor or outline agreement is then always preferred over other sources of supply during the relevant validity period.

      Within a validity period, there may be no more than one fixed source of supply of the same type (that is, one vendor or outline agreement).

    • Procurement plant (supplying plant): If the material can be procured from a plant or site within your company, enter the plant number in the PPl field and leave the vendor number and/or contract number blank.

    • Blocked source: Select the Blk field to define a source of supply as blocked. The vendor or outline agreement is then not suggested during the source determination process.

      If you set the Blocked indicator and enter a validity period, the material is excluded from external procurement (that is, it cannot be ordered during this period).

    • Materials planning/control: Enter 1 in the MRP field if requisitions generated by the materials planning/inventory control system are to be assigned to the source automatically. Enter 2 if you entered a scheduling agreement as the source of supply and you want the requisitions generated by the materials planning and control system to be automatically converted into delivery schedule lines.

  6. Check whether source list records overlap. To do so, choose Start of the navigation path Source list Next navigation step Check End of the navigation path. (A check is carried out automatically as soon as you save the source list.)

  7. If any records do overlap, the relevant ones are listed. You must then change the validity periods of the source list records so that each validity period is unique.

  8. Save the source list.

Maintaining a Source List from Within an Info Record

With this method, you adopt a source of supply from the purchasing info record in the source list for a material.

  1. Choose Start of the navigation path Extras Next navigation step Source list End of the navigation path when maintaining an info record.

  2. The source list overview screen for the material appears.

  3. Enter the start and end dates of the period during which the material can be ordered from the vendor.

  4. You have the following additional options:

    • You can enter the number of an outline agreement with the vendor to which the source list is to refer.

    • If you did not specify a plant when maintaining the info record, you can also maintain the source list for all plants that are defined for the info record. Select a plant by choosing a function from the Start of the navigation path Goto Next navigation step Plant End of the navigation path menu.

    • You can also define source list records as fixed or blocked sources.

  5. Return to the info record.

  6. Save the info record.

Maintaining a Source List from Within an Outline Agreement

You use this method to adopt an outline agreement item in the source list when maintaining an outline agreement.

The outline agreement item can relate to either a material master record or a material group.

  • Material master record

    In this case, you enter the validity period in the source list. Note that the validity period of the source list should correspond to that of the outline agreement.

  • Material group

    In this case, you enter in the source list the validity periods and numbers of the material master records that you want to include in or exclude from the source list.

Maintaining a Source List for an Outline Agreement Item with a Material Master Record

Use this function if the outline agreement item that you wish to adopt in the source list relates to a material master record.

  1. On the outline agreement overview screen, select an item for which you would like to enter source list records. Then choose Start of the navigation path Item Next navigation step Maintain source list End of the navigation path.

  2. The overview screen of the source list for the material appears. If source list records already exist for the agreement item, they all appear in the overview.

  3. Enter the start and end dates of the period in which release orders may be created against the outline agreement item (for example, the validity period of the agreement). You can enter several periods.

  4. Additional options when maintaining:

    • You can change already existing source list records in a variety of ways.

    • You can also define source list records as fixed or blocked sources.

    • If you have not entered a plant in the agreement item, you must enter one for each source list record.

  5. Return to the outline agreement.

Maintaining a Source List for an Outline Agreement Item with a Material Group

Certain outline agreement items may not specify a definite material. Examples are agreement items with the item category M (material unknown) or W (material group).

The procedure for maintaining a source list for a material group differs from that for maintaining one for a particular material. You must decide whether to include certain materials of the material group in the source list or exclude them from it.

Exclude

All materials of the material group can be ordered except the materials specified for the material group in the source list.

Include

Only materials of the material group that are defined for the material group in the source list can be ordered.

Example Example

Suppose you have a contract for personal computer parts. It is not necessary for the contract to specify each and every possible material that can be ordered under the contract as separate items. The latter need only contain one item covering all materials (e.g. all materials of the material group PCEQUIP).

End of the example.

Assume that floppy disk drives (material group PCEQUIP) are to be excluded from the source list. Release orders for floppy disk drives are therefore not allowed, whereas release orders for other materials of the group PCEQUIP are allowed. Thus the source list for the contract item would contain an excluded source list record with the material number for floppy disk drives.

Procedure

Assuming that a contract has an item representing a material group, perform the following steps to specify materials that are to be included in the source list.

  1. On the outline agreement overview screen, select an item for which you would like to enter source list records. Then choose Start of the navigation path Item Next navigation step Maintain source list End of the navigation path. The overview screen of the source list for the material appears.

  2. If you want to exclude the materials from the source list, leave the Exclusion field selected.

  3. If you want to include the materials in the source list, set the Exclusion field to "_" (space).

  4. Enter the following data:

    • The validity period for the source list record

    • Either the material number(s) to be excluded or the material number(s) to be included. The material must belong to the material group specified in the agreement item.

      If all materials of the material group covered by the outline agreement item may be procured, leave the Exclusion field selected.

  5. Return to the outline agreement.

  6. Save the agreement.