Controlling Source Determination with Source Lists

Objective

After completing this lesson, you will be able to explain automatic creation of the source lists

Automatic Creation of Source Lists

You can have the system generate a source list for a material automatically. The system offers you the possibility to quickly enter or update all source list records for a given source list. With this procedure, a source list record can be created for each info record and/or each outline agreement item for one or more materials.

You can create the source list for several materials (collective procedure) or a single material (individual procedure).

Either an information record or an outline agreement are mandatory for the generation a source list in SAP S/4HANA. The outline agreement can consist of a scheduling agreement or a contract.

Before you create source list records, consider the following:

  • For which materials/plants are the source list records to be generated?
  • Are only outline agreement items, only info records, or both be taken into account?
  • What is the validity period of the source list records to be generated?
  • Do source list records already exist for the materials for which you want to create source list records? If so, you must make a decision about the old records:
    • May not be changed
    • To be deleted
    • To be excluded from the validity period of the generated source list records

How to Automatically Generate a Source List

This demo will show you how to automatically generate a source list.

Source List Analysis

Analyzing a Source List

Analyzing a source list in SAP S/4HANA involves reviewing the list of potential suppliers (sources) for a specific material within a plant, checking their validity periods, preferred source designation, and other relevant parameters to understand which vendors the system will automatically select when creating purchase requisitions for that material, allowing for optimization of procurement strategies based on factors like price, delivery time, and quality.

With the Analyze Source List app, you can display the materials of a plant for which no source list records exist within a certain period. In this way, you can determine for which material source list records are missing in the case of plants with a source list requirement.

This application can be used to:

  • Display a list of incomplete source lists for materials of a plant.
  • Maintain the source list.
  • Display the material master record.

Log in to track your progress & complete quizzes