Manually Assigning Locations
At times the data in the ERP does not have the correct source and destination location relationships established in support of Distribution Requirements Planning (Bill of Distribution). In such situations, you can create these critical relationships in the application.
This article describes the process of creating primary source and destination relationships for finished goods, sub-assemblies, and components as applicable.
Source versus Destination Column Definition
- The Source is always in the Supplier column. A source may be another location, itself if manufactured at the same location, or a supplier if externally sourced.
- The Destination is always in the Location column
Select the location where a source needs to be defined
- Go to Requirement Plan menu
- Select "Item Selection"
- You may use the "Select Locations" drop down (or any applicable filter) to select the destination via a filter if the source for the destination is consistent across most items. If there are a few that do not follow the designated path, you may exclude them from the selection or change them one at a time after the initial change is made.
- Check the items to be updated (or select all if a filter is applied).
- In the example below, the 6 item locations selected have locations applied from your ERP. If no location is assigned, a manufactured item will have the source designated by an asterisk *
- Click Edit
Click on to Manufacturing / DRP Tab
- Check the box to enable "Source Location" setting
- Select "User Defined" to enable a user defined source location.
- From the drop down, select the source location to be assigned. In the example below, we are assigning the location "Carlsbad Plan"
- Click "Save" to apply
The Source Location has been applied
Please note the following Source and Destination rules related to Make, Buy, and Transfer orders
- If the Source and Destination locations are the same, then the item is manufactured in the location. Its suggested order will be a Production order. Please be sure the Make / Buy setting for the item / location is set to Make in order to explode a BOM at the location.
- If the Source and Destination locations are different, then the item will be receiving its inventory at the destination via a transfer from the source. Its suggested order will be a Transfer order.
- If the Source is a supplier, the item location receives its supply from an outside supplier. Its suggested order will be a Purchase order.
It is recommended that when applicable, a transfer lead time is added to the SKU. To learn more, please review the article DRP Lead Time Logic.
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