See also:
What Does This Procedure Do?
This procedure is used to print delivery schedules with current (planned) delivery dates and quantities for purchase order suggestions and actual purchase orders. Delivery schedules are printed per supplier.
You can also send delivery schedules to the supplier via e-mail. E-mail recipients of delivery schedules are entered under the Info tab in the Update Supplier procedure.
Delivery schedules can also be sent to the supplier using EDI. Then the procedure called Print EDI Delivery Schedule is used, which is a supplement to MONITOR.
The actual purchase orders contained in the delivery schedules are taken from released purchase order suggestions. All the purchase order suggestions that have a delivery date within the lead time or within the next few days, should be checked and released to generate actual purchase orders before you print any delivery schedules in this procedure. You can verify and release these purchase order suggestions in the Purchase Order Suggestion procedure in the Inventory module.
You can manually divide a part's purchase suggestions between several suppliers in the Purchase Order Suggestion procedure. This way you can select on which supplier's delivery schedule the purchase suggestions shall be shown.
You create purchase order suggestions during requirements planning in the procedures Requirement Calculation and Run Netting in the Inventory module. The purchase order suggestions are created for the supplier that is active or "current" for a particular part. The supplier links are registered under the Purchase tab in the Update Part procedure.
Attach XML File when Sending Delivery Schedule via E-mail
It is also possible to send the delivery schedule as an attached XML file via e-mail to your suppliers that also use MONITOR. This is done by using the Send via e-mail function in the Window functions. The default setting is to attach an XML file to the e-mail message along with the PDF file of the delivery schedule that is always sent. This is configured under the button Attach XML file under the Info tab in the Update Supplier procedure. The supplier drags the XML file from the e-mail message and drops it in the procedure window in the Register Sales Forecast procedure or in the Procedure menu to create a new forecast. To attach a delivery schedule as an XML file and import it to a new forecast by using drag and drop are functions included in the MONITOR-to-MONITOR feature.
Managing Windows
The Search Form in this procedure consists of two portions. In the left portion of the window, you can select the printout by entering an interval of part numbers, or by entering a supplier code or period. If you leave these fields empty, the system will print all the delivery schedules.
By using the Preliminary selection in the Window functions, you can see the selected part numbers and supplier codes in the right portion of the window. In this mode, you can also choose to Preview the printout. If you have selected the option Sort by part, you will only see the supplier codes. For a more detailed description of the delivery schedule list, please see printout samples.
Distributed Purchase
If you have activated the setting Distribute purchase between several suppliers? you can enter a distribution percentage in a supplier link for a part in the Update Part - Purchase procedure. This setting is found under the Orders / Inquiries heading under the Purchase tab in the Settings procedure. This makes it possible to distribute the purchases of the part between two or more suppliers according to the entered percentages. Only one purchase order suggestion will be created, but two or more purchase orders will be created when the suggestion is generated into actual purchase orders. One purchase order will then be created for each supplier according to the distribution in the supplier links.
Multiple Supplier Links per Supplier
If one supplier is registered with multiple supplier links to a part in the delivery schedule, the printout is shown per supplier link where each link is printed separately using the subheadings The last 3 deliveries, Orders and Forecast. Read more about multiple supplier links to one supplier under Supplier's part number in the chapter Supplier links in the Update Part - Purchase procedure.
Window Functions
Read more about the Window functions under Window Functions in the MONITOR Basics guide.