Maintaining Source Lists

You can create source list records for a material as follows:

• Manually:

  Use this method if you want to make changes or enter new entries in the source list.

• Creation from within an outline agreement:

  With this procedure, you can adopt an item from an outline agreement in a source list when creating or changing the agreement. On the outline agreement overview screen, select an item for which you want to create source list records and choose Item → Maintain Source List. If you have not entered a plant in the outline agreement item, you must additionally enter the plant(s) for the source list record(s).

• Creation from within an info record:

  With this procedure, you can enter a vendor in the source list when creating or changing a purchasing info record. In the info record, choose Extras → Source List. If the info record is valid for an entire purchasing organization, you can create the source list for all plants of the organization in question. To select the plant, choose Goto → Plant.

• Automatically:

  You can have source list records generated automatically by the system. The source list records can be generated for several materials (collective procedure) or for a single material (individual procedure). The system thus enables you to create or update all source list records quickly. With this procedure, you can create a source list record for every source of one or several materials.

Your decision could be as follows:

• Exclude materials:

  Generally, you can order all materials belonging to the specific material group with reference to this contract item except those materials that are excluded for the material group item in the source list. A source list entry with a Blk indicator selected is generated for these materials.

• Include materials:

  Only materials belonging to the specific material group for which the contract item is listed in the source list can be ordered with reference to this contract item. For all other materials, the following error message appears:

  The source of supply is blocked by the source list.

  Materials without a material master record, in contrast, can always be ordered with reference to the contract item.

A contract exists for computer components. It is not necessary to include every possible material in the contract as a separate item. The contract must merely have a single item covering all materials, for example, the material group ZT99. The material D-01, which also belongs to the material group ZT99, should be excluded from contract release, because a separate outline agreement item exists for this material. Therefore, you decide to use the source list for the material group item as an exclusion list.