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SAP AG
R
Chapter 5 Quota Arrangements
Assign each lot to exactly one source of supply Split the lot between several sources of supply
SAP AG
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Chapter 5 Objectives
You will know all the possibilities available for usingquota arrangements to automatically determine thesource of supply.
SAP AG
R
Quota Arrangements
111
222Each complete lot is assigned to a source of supply
111
222
111
222
Source of supply
Source of supply
111
222
Source of supply
Source of supply
333Source of supply
111 111
222Lots split among several sourcesof supply
333
222
333
Each complete lot can be assigned to one source of supply (allocated quotas).
It is also possible to split one lot between several sources of supply (splitting quotas).
You can use the quota arrangement functions with external procurement, in-house production and with stock transfer procedures.
Within the functionality of the quota arrangements, you can define a maximum and a minimum lot size as well as a maximum release quantity for the sources.
SAP AG
R
Quota Arrangement without Splitting: Example
Quota-alloc.qty + (Quota base quantity) =
Quota
Reqmt 1 : 1000 pc., lot-fo-lot order quantity
Reqmt 2 : 1000 pc., lot-for-lot order quantity
Source Quota Quota-alloc.quantity
Quota basequantity
Quota rating
1 25 500 202 75 3000 40
Source Quota Quota-alloc.quantity
Quota basequantity
Quota rating
1 25 1500 602 75 3000 40
00
00
Quota-alloc.quantity
The order proposal is assigned to the source of supply with the smallest quota rating.
After the assignment, the quota-allocated quantity is updated.
SAP AG
R
Quota Arrangements with Splitting: Example
Quota source X * open reqmts quantity
Sum of all open quotas
Reqmt 1 : 1000 pc., lot-for-lot order quantity
Source of supply Quota Surcharge quantity
A 40 400
B 30 300
C 20 200
D 10 100
1.1.1.
2.2.2.
3.3.3.
4.4.4.
You can define a minimum quantity for the splitting quota. If the order quantity is less than this minimum quantity, it will not be split further.
The indicator for the splitting quota is assigned to the lot-sizing procedures in Customizing.
The system uses the following formula to calculate the surcharge quantity:
Source of supply 1: = 400
Source of supply 2: = 300
Source of supply 3: = 200
Source of supply 4: = 100
SAP AG
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Chapter 5 Review
Source determination can be automized using the quotaarrangement functions. Quota arrangements are carriedout:
as allocated quotas - that is, each complete lot isallocated to one source of supply
as splitting quotas - that is, one lot is split betweenvarious sources of supply
Chapter 5 Exercises: Quota Arrangements
Quota arrangements are to be maintained for the sources of supply of the trading good LO525VV-##. The purchasing department has negotiated with two vendors, whereby vendor 1033 is to receive up to 60% of the orders, vendor 1005 is to receive up to 30% of the orders, and vendor 1002 is to receive up to 10% of the orders. These lots are to be split.
The material requires the appropriate indicator in the material master record so that the quota arrangement can be taken into account in the planning run. In purchasing, info records have to be created for each vendor and the quota file has to be maintained. Then, the planning run is carried out during which the sources are determined automatically.
1. Change the MRP screen in the material master record for material LO525VV-## as follows:Select the lot-sizing indicator, “lot-for-lot with splitting”.In the field, entitled, Quota arr. usage determine that quota arrangements can be carried out in the planning run (MRP). Save the material master record.
2. Maintain the purchasing info records for material LO525VV-## in plant 1000 and also maintain vendors 1033, 1005, 1002 as well as the purchasing organization 1000.To do this select: Logistics Materials management Purchasing Master data Info record Create.Maintain the purchasing organization data 1. The standard quantity is 400 pieces, the net price corresponds to the valuation price in the material master record.
3. In the purchasing menu, maintain the quota arrangement for the material and the vendors listed above.To do this select:Master data Quota arrangement Maintain.
The quota arrangement is to be valid until the end of next year.What is the significance of the “Minimum quantity splitting”?_______________________________________________No minimum quantity splitting is to be maintained for the material. Select the pushbutton, Item and maintain the following data:The material is procured externally. Maintain the following quotas; vendor 1033 - 60, vendor 1005 - 30, vendor 1002 - 10. Thus, the individual lots are split between the vendors according to these proportions. What is the “quota base quantity” and is it relevant to the splitting quota?_______________________________________________
Save the quota arrangements.
4. Carry out the planning run. Note the following: only purchase requisitions are to be created existing planning data is to be reset (field Planning mode)
In the MRP list, check the results of the planning run and the automatic allocation of the split order quantities to the respective vendors. Position the cursor on one of the purchase requisitions and select Environment Change element to branch into the header data of the purchase requisition. Check the entry in the field entitled, “Fixed vendor”. Return to the MRP list by selecting Back.
5. In the quota file, in the item screen, check the quotas for each of the vendors. To do this, select the following (this time from MRP):Master data Maintain quotas.
Chapter 5 Solutions: Quota Arrangements
To 3. What is the meaning of the ”Minimum quantity splitting”? The minimum quantity splitting defines the minimum quantity that can be split. If the requirements quantity still open is less that this quantity, no splitting is carried out. Instead, the rest quantity is assigned to the vendor determined last.What is the “quota base quantity” and is it relevant to the splitting quota? The quota base quantity is used to balance the quota rating when new sources of supply are created for an already existing quota arrangement. The quota base quantity is based on the following criteria:
of the quantity of the sources that has already been quoted in the quota file
on the quotas of the new sourceThe quota base quantity is only relevant for allocating quotas. It is irrelevant for the splitting quota as no quota rating is calculated here.
