Loading...
 

Own supplies - processes

Own supplies

Description

In order to illustrate what a self-supply is, please refer to the following diagram:

Outprovision En

The company "Monti" needs 20 motors and 20 control units each to supply 20 pumps to the company "Pumpe". These 20 motors and 20 control units will be provided to "Monti" by the ordering company "Pumpe" "own".

A self-supply item is usually in the status "Waiting demand" after creation.
Waiting demand means that a quantity of a part is to be provided which has not yet arrived in the full quantity required for provision.

The 2 fundamentally different types of provision:

Supplies may be required by different departments:

  • Distribution : By the distribution department, which must provide certain order-specific parts to the supplier of the merchandise part for merchandise order items.
    The distributor does not want to explode bills of material for his order items or take any other detours via extra provision documents, but rather use the order processing area with which he is most familiar.

    In the sales order, the sales department creates order groups which it marks as provision groups. The group is called parts provided for part xxx. On the group, a recipient (the supplier to whom the parts are to be provided) can be selected in the window tab "Additional data". His delivery conditions can be entered in the list "Conditions" on the window tab "Basic data".
    All parts that are to be provided to this supplier are then created in this group and planned like normal order items.

    When all items have been planned, the group can be drawn into a delivery note. The recipient entered on the order group and the conditions entered here are then transferred to the delivery note header. If no extra conditions were defined on the group, the conditions from the order header are used for the delivery note.

    For this type of provision, the usual provision process described here in this module is not required. The purchased parts remain on the logistic indicator "purchased part" and no provision parts lists are defined for them in the supplier agreements.

  • manufacturing: From work preparation / stock management, which must provide certain specified parts to the supplier of a stocked purchased part.
    Production is used to dealing with exploded bills of materials and parts requirements and cannot deal with provisions at order level, as there is no order for stock orders or procurement of purchased parts for the warehouse.

    When replenishing stocks of purchased parts, for which some specified parts are to be provided to the supplier with each order, these provided parts lists can be defined in the master data. For this and for spontaneous provision from the production, the usual provision method, which is described here under manual or automatic provision, is most suitable.

Furthermore, there is a distinction as to whether it is a matter of provision or external production. In the case of external production, the supplier is sent the complete bill of materials for the part, whereby he only has to do the final work and does not contribute any parts himself. See extended workbench. We manufacture a part of the entire work plan ourselves, the external supplier has practically only one job to do, i.e. we receive a production order ourselves, which we have to process ourselves up to or from the external work sequence.
With the typical provision, the supplier only gets a few parts of the bill of materials - the rest is provided by the supplier. The supplier does all the work himself, we have nothing to do with production and do not even receive a production order with this provision.

Manual provision creation without master information

Attention!
In addition to the method listed below (standard method), there is also the following: Insert an assembly set into the sales order, the part of which is a purchased part with own provision per logistics indicator. Below the assembly set in the order, free order items are now created for the parts that are provided. During the technical release, a parts request is created and the provisions and requirement requests are automatically generated! .

The standard procedure is explained here using the example of the motors in the above diagram:

  • The parts requisition item for the motors (50 pieces), which was created after exploding the parts list for the pumps, is set to the MRP type "In-house provision: purchase requisition" and a purchase order is placed with the supplier "Motor supplier".
  • The self-provision is created automatically and its quantity can now be reduced to 20 pieces. It remains in the status "Waiting requirement".
  • Now comes the goods receipt of 50 pieces, which is prepared for the parts request. By making the parts available, the in-house provision notices that the quantity of 20 pieces to be provided has now arrived and can be sent.
  • The status of the provision changes to the provision type set in the internal provision, in this case "Purchase requisition", and can now be found in the provision status list under the status "Provision>Purchase requisition" to be set via the selection lists.
    In most cases, the in-house provision can be found below a production order. Therefore, in the provision status list, enter the production order number in the search field and make sure that there is a tick in the box "Production documents".
    If the provision type had been set to "Stock reservation" on the own provision item, the own provision would now be found in the provision status list under the status "To be provided    >Stock reservation", just as for production order.
  • The own provision document can now be selected and the menu item "Edit-->Provide selected items" selected in the menu, whereby the selected items (provisions) are provided. The own provision can now be printed and thus acts like a delivery note. Now the goods can be sent to the company "Monti".

The staging type in the item for internal provision controls how the internal provision document is to be staged for incoming goods. However, it is always processed further using the staging status list.

It is also possible to provide a self-supply document via this document itself by setting the traffic light to green in the item processing mask. The system checks whether sufficient goods have arrived and if so, the document is marked as provided.

The following steps are necessary in order to provide a supplier with parts that he himself needs to manufacture the ordered part:

Customer order (level 0)

The part to be provided is a...

  • Dispositive production part:
    • Create a plant order (stock order) for the part to be provided and link it to the order item.
    • Create own provision document for work order
    • Processing a work order
    • Provide self-supply
  • Dispositional purchase part:
    • Create requisition for part to be provided to order item as additional order
    • Create own provision for requisition
    • Post goods receipt
    • Provide self-supply
  • stock-managed part:
    • Create goods withdrawal for part to be provided at order item
    • Create own provision for withdrawal of goods
    • Post goods withdrawal
    • Provide self-supply

Production order (level > 0)

The part to be provided is a...

  • Dispositive production part:
    • Display part request item for part to be provided by displaying all items not required via options. Select the part and change its main disposition type to "Own provision: production order". Afterwards, all unnecessary part request items can be hidden again via the options window.
    • Self-supply is created automatically
    • Finish and provide production order
    • Provide self-supply
  • Disposable purchased part:
    • Display parts requisition item and change its main disposition type to "In-house provision: purchase requisition".
    • Self-supply is created automatically
    • Post goods receipt
    • Provide self-supply
  • stock-managed part:
    • Display part requisition item and change its main MRP type to "In-house provision: material withdrawal".
    • Self-supply is created automatically
    • Post goods withdrawal
    • Provide self-supply

Automatic provision creation with master information

See also master documentation for assembly sets!

There are order parts for which certain parts must always be made available (provided) to the supplier when the order is placed.
These parts can be specified in the master information in so-called BOMs of material provided at the supplier.
In the case of purchased parts with own provision, this is a mixed form of production part and order part, because MRP and work preparation can/must be integrated into the procurement process, since some parts may be provided that must first be produced or ordered themselves.
In order to set up this type of parts and to be able to plan them successfully, the following steps are necessary:

Customise master information

  • Conversion of the logistics indicator to "Order part with own provision" on the logistics account of the order part
  • Select one or more supplier agreements (with supplier agreement bill of materials) of the ordered part on the logistics account in the list "Supplying suppliers".
  • Add the supplier agreement BOM on the supplier agreement of the purchase order item.
    A separate parts list can be created for each supplier of an order item, in which exactly which parts are to be provided for this supplier are recorded. No parts list variants can be specified, only fixed individual items. Variant parts can of course be used on these individual items.

Disposition process

  • Ordered parts with self-provision are not simply ordered, but a production parts list is broken down for them as if they were production parts.
    This is done automatically from the technical release for order items on which these parts to be provided are specified as trading goods. Likewise, no requisition is created for them from the stock and requirements list, but a warehouse order, to which the bill of materials must also then be exploded.
  • During the BOM explosion, it is checked whether only one supplier agreement BOM from the logistics account applies.
    • If only one supplier agreement is specified on the logistics account, or if only one condition of the conditional table applies, the applicable supplier is automatically entered on the parts list item and the items provided are broken down as parts list sub-items of the ordered parts with self-supply
    • If either no supplier agreement BOM is specified on the logistics account or several conditions of different supplier agreements are fulfilled by a conditional table, the explosion of the sub-items for the order parts with own provision is aborted. The red cogwheel is now visible for these items in the exploded BOM.
      • On the exploded bill of material item for these order parts with in-house provision and several suitable supplier agreement bills of material, the provision supplier must then be added manually so that his provision parts can actually be added to the bill of material.
      • After adding, the items must be exploded via the context menu on the exploded BOM tree, otherwise they retain the red symbol and cannot be transferred to a gozintograph.
      • When testing the Gozintograph creation , order parts with own provision are also already displayed as errors, for which no supplier of provision has yet been selected on the BOM item, or subsequently the sub-items have not been exploded.
  • If the BOM has been successfully exploded, a gozintograph is created for it via the parts disposition list.
  • In the gozintograph, the BOM items added by the supplier agreement BOM are automatically provided with their actual provision type (production order, warehouse reservation, purchase requisition) as in-house provisions and their in-house provision documents are automatically created when the parts requisition is released, as is a requisition for the purchase order part with the in-house provisions. A note appears on the requisition that there is an internal provision for this requisition and also later for the purchase order.
  • The status of the internal provision documents remains in "Waiting requirement" until the parts request items for the internal provision have been prepared (taken from the warehouse, goods received or production order prepared).
  • When the complete goods for the provision of materials have arrived, the items to be provided by the customer can be provided by clicking on the list of provision statuses or by using the traffic light on the item to be provided by the customer (click on the traffic light and set it to green).
  • The self-supply document can now be printed out, it serves as a delivery note and should be sent to the supplier at the same time as the order for the order part for which these supplies are required.
  • The requirement request is then made available via goods receipt, thus ending the procurement process.

If a part, which is defined as a purchased part with internal provision by logistics indicator, has to be produced by the customer in a sales order, this can be marked on the exploded BOM item of the purchased part with internal provision (see description "exploded BOM item").
By setting the indicator, when the BOM item is subsequently exploded, the production BOM is exploded instead of the supplier BOM. A production order with all items contained in the exploded production BOM is then also created in the parts requisition for the order part with own provision.

Related topics

Operational business