Monitoring the Source List

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This section shows you how to:

Display the source list for a material
Display changes to a source list
List and maintain the source list for several materials
Simulate automatic source determination
Analyze source list records (e.g. check the materials in a plant with source list requirement that have no source list records within a specified period)

Displaying the Source List

Choose Master data Source list Display . The initial screen for the source list appears.
Enter the material and plant number. Then pressENTER to display the overview screen.
If you wish to see the source list records as of a certain date, choose Edit Position. In the dialog box, specify from which validity period the source list records are to be displayed.
Press ENTER to display the records.
You can display details for the chosen source list records. To do so, select the desired source list records and choose Goto Details.

Displaying Changes to a Source List

Each change to a source list is logged. This provides an audit trail of changes.

The log shows:

When the relevant source list record was changed
Who changed it
What was changed (with the old and new values)

To display the changes made to a source list, proceed as follows:

Choose Master data Source list Changes . The initial screen for the source list appears.
Specify the selection criteria for the changes. You can enter:
– Number of the material and the plant key (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)
Choose Program Execute to display a list of the relevant changes.

Displaying the Source List for Several Materials

You can display the source list for more than one material. You can also maintain the source list from within the list display.

Choose Master data Source list List displays By material .
Enter the interval of material numbers or plant keys for which you wish to display source list records.
Display the list of chosen source list records.

You can display the vendor or material master record that the selected source list record relates to by choosing Start of the navigation path Environment Next navigation step Material or Environment Vendor . End of the navigation path

If you wish to change the source list record, choose Start of the navigation path Edit Next navigation step Source list on the source list you wish to change. The chosen source list record is displayed. End of the navigation path

Simulating Source Determination

The source list is used to determine which source of supply is suggested for a purchase requisition item.

In the source list for a material, you can carry out a simulation showing which source would be suggested in a purchase requisition for the material on a certain date. In this way, you can check whether the source list records on which the process of automatic determination of the source of supply is based have been correctly maintained.

For more information on source determination, refer to the section Optimized Purchasing .

Types of Simulation

You can simulate the following:

Which sources of supply would be suggested by the system in requisitions or purchase orders (that is, taking outline agreements, info records, and quota arrangements into account)
Which sources of supply would be suggested if the source list were the only source identification option (that is, source determination is carried out without taking outline agreements, info records, or quota arrangements into account)

Procedure

From the overview screen for the source list, choose:
Extras Simulation Source list , if only the source list should be taken into account in the source determination process.

Extras Simulation Source of supply , if outline agreements, info records, and quota arrangement should be taken into account in determining the source.
Enter the order date for which the simulation is to be carried out.

PressENTER to display the effective source of supply (i.e. the source that the system would determine according to the source list or other procurement options).

Analyzing the Source List

Use the source list analysis option to list the materials of a plant for which no source list records exist within a certain period. In this way, you can determine for which materials source list records are missing in the case of plants with a source list requirement.

Choose Master data Source list Follow-on functions Analyze .
Enter the interval of material numbers or the plants for which you wish to analyze the source list records.
Specify the scope of the analysis. You can narrow it down according to the following criteria:
– Validity period: Enter the start and end dates of a validity period containing source list records for the specified material.

– Plants with source list requirement only : If you set this indicator, all materials of those plants that are subject to a source list requirement and which are incompletely maintained are displayed.

– Threshold value : All those materials in the chosen plants whose number of source list records is less than this value are displayed. This enables you to determine the materials for which few sources exist in the system.
Run the analysis.
The materials whose source list records are incompletely maintained are displayed (in accordance with the selection criteria).
Maintain source list: Select the material master record whose source list you wish to maintain. Choose Edit Source list to maintain the source list for the material.
Display material master record: Select the material master record whose source list you wish to display. Choose Environment Material , to display the material master record.