Managing Material Procurement Process for Product Variants
Objective
After completing this lesson, you will be able to use the Procurement of Materials with Variant Configuration.
Material Procurement Process with Variant Configuration
When and Why to Procure Materials
In this process, a sales order is created for a configurable material. A MRP run takes place which creates a purchase requisition for a material. This purchase requisition is converted into a purchase order.
The following video shows the roles individual users play in the material procurement process.
Applicable Process Steps
As you just saw, the process steps for a procurement process include:
Internal Sales Representative: Creates a sales order for a configurable material.
Production Planner: Performs an MRP run. A purchase requisition is created
Purchaser: Creates a purchase order out of requisition
Warehouse Clerk: Posts goods receipt
Payable Accountant: Creates supplier invoice
Benefits
The benefits of a procurement process for Variant Configuration are:
Improve your company's manufacturing and procurement performance
Enable highly individualized products in manufacturing and Procurement.
Use object dependencies for allowed combinations
Note
This process flow is covered in scope Item: 2XU- Procurement of Materials with Variant Configuration.
How to configure Product Variants using Material Procurement
Introduction: Procuring Materials with Variant Configuration
In this scenario, the process starts with the creation of a sales order. A configuration is performed.
A MRP run takes place for this sales order.
For a configurable component a purchase requisition is created. This requisition is now converted to a purchase order.
To run this scenario, some predefinitions have to be executed.
Task 1: Create a Reference Characteristic
In the following video, Configuration Modeler Thomas creates a reference characteristic to control price information.
Task 2: Manage classes
After creation of the characteristic Thomas adds it to an existing class. The following video demonstrates this task.
Task 3: Define Object Dependencies
The following video demonstrates how Thomas opens product modeling environment and defines new dependencies for two different seat types.
Task 4: Create a Purchasing Info Record
The following video demonstrates how Purchaser Tom creates a purchasing info record. This record specifies the price at which a forkseat is bought at supplier side.
Task 5: Define Characteristics for Procurement
A purchase order can display a characteristic, relevant for the purchased component. In the following video, Tom creates such a characteristic.
Task 6: Create a Sales Order
Now the real process starts.
In the next video, Kate, the Internal Sales Representative creates a sales order for a forklift. Some components, like the forkseat, are procured externally.
Task 7: Perform a MRP Run
In the next video, Production planner Nikhil starts a MRP run, due to empty stock for the forklift seat.
Task 8: Manage Materials
Tom wants to find out the purchase requisition number for the forklift seat, which can be seen in the following video.
Task 9: Create a Purchase Order
In the next video, Tom creates a purchase order depending on the purchase requisition.
Task 10: Post Goods Receipt
The next video shows how Warehouse Clerk Jim posts the goods movement when the forklift seat arrives at the warehouse.
Task 11: Create an Invoice
In the last video, Laura, the Payable Accountant, creates a supplier invoice for the purchase order.
Now you should have an impression of "How to maintain an material procurement process with Variant Configuration".