Setting Up Demand Rules

Access the Demand Rules Revisions form.

Branch Plant

Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.

You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department.

Business unit security might prevent you from viewing information about business units for which you have no authority.

Sold To

(Optional) Enter a user-defined name or number that identifies an address book record. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number, such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.

For example, if address book number 4100 has a long address TOTAL and an * distinguishes it from other entries, you could type *TOTAL into the field, and the system would return 4100.

Ship To

(Optional). If you complete the Ship To field, you must also complete the Sold To field.

Weekly Start Day

Enter a user-defined code (UDC) (42/DW) that represents the day on which the customer's week begins. When the system removes outdated demand records, the system uses this code to determine whether a demand record is associated with the current week or the prior week.

CUM Adjustment Code for Shipments (cumulative adjustment code for shipments)

Enter a UDC (40R/CA) that identifies the type of adjustment that results from the shipment process.

Replace by Ship To

Select this option to determine whether the system replaces the existing demand with the new demand that is associated with a particular ship to record. If you do not select this option, then the system does not replace the existing demand.

Calculate Ahead and Behind Firm

Select this option to determine whether you can adjust the demand by modifying either the quantity that you have shipped (also known as ahead amount) or the quantity that you must ship (also known as behind amount) in relation to the customer's requirements. If you select this option, then you can adjust the demand before you create the sales order.

Calculate Ahead and Behind Plan

Put Sales Order on Hold

Select this option to determine whether the system places a sales order on hold when the cumulative quantity shipped has reached zero. If you do not select this option, then the system does not place the sales order on hold.

Note: Placing a sales order on hold when the cumulative quantity shipped has reached zero creates a difference in the actual quantity shipped versus the contract amount to be shipped.

Remove Partial Shipped Demand

Select this option to determine whether the system removes a demand detail record when only a partial quantity of the required shipping quantity has been shipped. Some customers allow their suppliers to ship only part of the requirement and then consider the shipment complete. However, if the customer wants the remainder of the quantity, the customer adjusts for the quantity in the next EDI transmission. Customers who want the requirement to remain open until it is fully shipped also use adjustment processing, they access from the ship confirm EDI message.

Partial Shipment Indicator

Indicate whether demand is identified as a partial shipment upon the release of backordered demand. This is based on an appended value of "S" to the pull signal on the sales order (F4211). Values are:

Blank: Do not populate the pull signal on the sales order (F4211) with the value S.

1: Populate the pull signal on the sales order (F4211) with the value S.

Quantity of One Container Definition

This flag determines whether the system converts the quantity of one into the standard pack quantity for the current item. Values are:

Blank: No conversion into Standard Pack. The system processes the inbound quantity and UOM.

1: Convert quantity and UOM into the standard pack for the current item. If no definition is found, the system generates a workflow message. You define standard pack recommendations for an item through the Item Standard Pack (P460131).

Add Old Demand to CUM Required (add old demand to cumulative required)

Select this option to determine whether the system adds the quantity of the demand detail that was removed to the value in the CUM Required Prior field when you run the Purge Demand History Record program (R40R094). If you do not select this option, then the system does not add the quantity of the demand detail that was removed to the value in the CUM Required Prior field.

Replace CUM Required (replace cumulative required)

Select this option to allow the supplier to override the cumulative quantity of an item that the customer requires. If you select this option, the supplier can override the cumulative quantity.

Use Prior Day CUM Shipped (use prior day cumulative shipped)

Select this option to determine whether the system displays the previous day's CUM quantity shipped on the bill of lading and the advanced shipping notice (ASN). If you do not select this option, then the system displays the CUM quantity shipped for only the current day.

Add Line to CUM Shipped (add line to cumulative shipped)

Select this option to specify whether the system includes the quantity of the current line item when it calculates the cumulative total of items that were shipped. The system uses this option for the bill of lading and Advanced Ship Notice (ASN).

Don't Adjust

Select this option to specify whether the system adjusts the ship date for non work days when you run the schedule creation process. Values are:

Blank: The system does not adjust the ship date.

1: Changes the ship date to an earlier date.

2: Changes the ship date to a later date.

Increment

Select this option to specify whether the system increases or decreases CUM quantities when updating the CUM quantity shipped. If you do not select this option, the system increases CUM quantities.

Decrement

Select this option to specify whether the system increases or decreases CUM quantities when updating the CUM quantity shipped. If you do not select this option, the system increases CUM quantities.