Confgure Quota Arrangement in SAP MM Quota Arrangement : As we know about source list, as well as source list, we can use quota arrangement. We know source list is used for a source for a material. In purchase requisition there is a tab Assign Source of Supply. We can assign a number of vendors in source list so that when we press Assign Source of Supply, system will automatic pick the vendor for the material. We can assign many vendors to source list, at that time system will propose all vendor in source of supply eld and we have to choose one from the list. ut via quota arrangement, we can give the quantity and percentage for a vendor, so if we maintain many vendors in source list, system will take the correct vendor with comparison of quantity of document and quota arrangement. !hat is the main facility of quota arrangement.. !o !o use quota arrangement, we have to do some conguration, conguration, we have to maintain maintain the quota arrangement, then then we can see the result.
Confguration In this part, we will congure all things which is required for quota arrangement. Defne Number Ranges "o to #$%& or path S&'#(I$"($aterials $anagement(&urchasing()uota Arrangement(*ene +umber 'anges !he initial screen will appear. appear. lick on the Intervals %nter your number range.. -ou -ou can set the number range as eternal or internal /Its depend on your business process0. !hen Save you data. Defne Quota Arrangement Usage In this part, we will congure the quota arrangement uses. "o to S&'#(I$"($aterials $anagement(&urchasing()uota Arrangement(*ene )uota Arrangement 1sage !he initial screen will be appear. appear.
-ou -ou can see in $y system 2,3,4,5 2,3,4,5 is already created. created. +ow I am going to create create )uota arr. arr. 1sage 6. lick on +ew %ntries
As you can see I have selected only &urchase 'equisition but you can select these option as per your business requirement. !hen save your data. +ow we have to give assign quota arrangement uses to material master. "o to $$73, enter your material, select plan t and in purchasing tab give the newly created )uota arrangement uses number.
Save your data. Create Ino record +ow suppose we have 4 vendors 88++772, 88++773, 88++774, they will supply the material. and we have to use in quota arrangement as per quantity basis for these vendors. So we have created Info record for each vendor with regards to material. reate 4 valid i nfo records for %ach vendor. Create Quota Arrangement "o to $%)2 !he initial screen will be appear. "ive the $aterial and &lant and then press enter.
-ou can see the above screen. %nter the valid to date, /9alid from date will be automatically set as current date of quota arrangement create date0 In the option $inimum q ty split, Its specify for the splitting quota /for more help, you can press :2 on this option0. -ou can choose as per your business process... +ow press enter. After pressing enter, -ou can see the date from is appeared as current date.
!hen you can choose Item or you can double click on the line item.
-ou can see the initial screen will be appeared for quota arrangement creation. ;ere we can found many options for quota uses. We have to choose as per our business process. !o know about every eld, you can select the eld and press :2 for a help topic for the eld. I have used $aimum )uantity for quota arrangement selection.
I have set the quota arrangement like this If I use below 37 quantity in &', then the source of supply will be the vendor 88++774. :rom 32(67 quantity in &', it will pick the source of supply 88++773. :rom 62(277 quantity in &', it will pick the source of suppl y 88++772. -ou can see I have given quota < 4 for vendor 88++774 and quantity 37 and its percentage shows 67.7, it means When I use below or equal 37, then system will propose the vendor 88++774. +ow we will check the uses for quota in &urchase 'equisition. I have created a &' with quantity 26.. When I have pressed the Assign Source of Supply, system has proposed me the vendor 88+774.
-ou can see my default vendor is came into source of supply eld. +ow I have changed the quantity 3 6.. System will shows me a warning message
!hat means system wants to propose me that as per quota arrangement entry, your prior vendor will be 88++773. +ow when I press Assign Source of Supply, System will change the source of supply to 88++773.
+ow I have changed the quantity to =7.. System will propose me the vendor 88++772. And when I press the Assign Source of Supply, system will change the vendor to 88++72 in eld source of supply.
+ow I have changed the quantity 2 27, as we can see in that position our quantity is eceed against quota arrangement setup.
+ow we can see system will propose the all vendors which is can be used as source of supply not only the quota arrangement setup..
;ere we can see, system is not proposing me only the vendor which is under quota arrangement, system will propose me all vendor which can a source for this material, and also system will gives us a warning message >hoose a source of supply> +ow we can choose a source as per our requirement. ?ust click on the blank option which is left on the vendor number.
After pressing this, you can see a green indicator on the vendor. +ow press Assigned Source..
-ou can see the source of supply is raised as per our selection.....
How to Remoe a endor rom QA !ist +ow suppose you have ordered some quantity to the 4 vendors..
As you can see I have placed order for all vendor.. +ow 9endor 88++773 inform us that he can@t del iver the material any more. So source of supply should not be vendor 88++773. ut if we order the material for q ty 6 to 27, then i t will shows the vendor 88++773 as source of supply. In that position, we cant delete the vendor from quota arrangement, because we have already placed some order. We have to Bust remove the quota from vendor 88++773, so that it will not display on source of supply.. And suppose vendor 88++774 will delivered the rest of quantity of vendor 88++773. !hen we can increase the maimum quantity to 47. So that when we placed order for quantity 2 to 26, it will always take the vendor 88++774 as source of supply. It will be looks like that
#r if you don@t want to change the quota sequence, then you can also change the maimum quantity. !hen it will be like this
?ust change the maimum quantity as same as allocated quantity, then the vendor will not able to use in source of supply.. If you want that the vendor 88++772 will supply the rest of quantity of vendor 88++773, in that case, you can increase the maimum quantity of 88++772 as 227.
How to Add a "endor in QA !ist +ow suppose vendor 88++775 wants to deliver the material, and you have to add the vendor 88++775 in quota arrangement list, so that the vendor will com automatically in source of supply. Suppose vendor 88++775 inform you that he can borrow the order of maimum quantity C. ut the vendor has already supplied the material with quantity of 6. I n that situation, you have to entered the quantity 6 in )uota ase )ty, so in quota calculation, then vendor will prior for Bust quantity 3. !hen you can add the vendor in eisting )A list. It will be looks like
In this situation, 9endor 88++775 will b e sourced for only quantity /C(60< 3 quantity. If you have placed order below than 3 quantity, then the source will be vendor 88++775 and over 3 it will goes to vendor 88++774.
"endor Se#ection $it% Same Quota If you vendor content the same quota in )A, then the source list will picked as per maimum quantity.. ut in that scenario, you have to maintain the sequence for maimum quantity...
;ere you can see my maimum quantity i s 67 for vendor 88++772 and 677 for vendor 88++773. oth vendor has same quota. When I order below 67 quantity, system will propose the vendor 88++772 and when I order more than 67, then system will propose the vendor 88++773 as source of supply. In that way, we can congure quota arrangement in our system...
