Module Objectives

• Upon completing this module, you will be able to:

• Describe the various ways of creating source

list records.

• List the different uses of a source list.

• Control the source determination process with the

aid of the source list

A © 2014 B. 1
Agenda

• Overview of Source List

• Functions and Pre-Requisite of Source List.
• Creation and Maintenance of Source List.
• Source List Requirement Pre-Requisite
(Customization & Master Data).

A © 2014 B. 2
Overview of Source List.
• For some of your materials, there is more than one source of supply. You can
manage these supply sources using source lists to control how the application-
related supply sources are used.
• Source list specifies the possible sources of supply for a Material over a given
period of time. It shows the time period in which a material may be ordered from a
given vendor or under a certain long-term purchase agreement.
• In the source list, you specify which
source of supply is valid for a certain
period of time.
• You can specify a preferred source as
fixed or MRP-relevant for a certain
period in the source list.
• You can mark an undesired source as
blocked.

A © 2014 B. 3
Agenda

• Overview of Source List

• Functions and Pre-Requisite of Source List.
• Creation and Maintenance of Source List.
• Source List Requirement Pre-Requisite
(Customization & Master Data).

A © 2014 B. 4
Functions of the Source List
You use the source list to administer
your sources of supply.
The source list contains a list of
sources for a Material in a particular
plant and for particular time periods.
Each source is defined by a source
list record. The source list has the
following purposes.
•Restricting the selection of sources
during the source determination
process.
•Defining a source as a fixed source
•Blocking a source

A © 2014 B. 5
Functions of the Source List (cont.)
Each source list record consists of the following data:

• Validity period
Period within which the settings made in the source list are valid. The time period
always makes reference to the delivery date for a requirement.

• Key source data

Number of the vendor and the responsible purchasing organization (info-records)
or number and item of the outline agreement (scheduling agreement or contract)
representing the source of supply for the material.

•Fixed source
Select the Fixed field to define a source as a fixed source for the purposes of
source determination. The fixed source is determined in all cases except the
planning run.

A © 2014 B. 6
Functions of the Source List (cont.)

• Procurement plant

If the material can be procured from a plant, enter the plant number in the PPl
field and leave the field for the vendor number and/or contract number empty.

The plant is only determined as part of source determination for an item with the
stock transfer item type.

A © 2014 B. 7
Functions of the Source List (cont.)

• Blocked source
Select the Blocked field to define a source of supply as blocked.
The info record or outline agreement is not suggested in the course of the source
determination process and no PO or requisition can be created with this source.

• MRP
You use the MRP (MRP-relevant) indicator to control whether a source should be
found during the planning run (indicator 1).
If this source is a scheduling agreement, you can also generate scheduling
agreement schedule lines directly (indicator 2). You can mark multiple source
list entries as MRP-relevant if you want to use this in quota arrangement.

A © 2014 B. 8
Agenda

• Overview of Source List

• Functions and Pre-Requisite of Source List.
• Creation and Maintenance of Source List.
• Source List Requirement Pre-Requisite
(Customization & Master Data).

A © 2014 B. 9
Creation of Source List Records
You can create source list records for
individual sources of a material as follows:
•Manually
This method is recommended if you have to
make numerous changes to, or new entries in,
a source list.
•Creation from within an outline agreement
With this procedure, you can adopt an item
from an outline agreement in a source list
when creating or changing the agreement.
On the outline agreement overview screen,
select an item for which you wish to enter
source list records and choose:
Item → Maintain Source List. If you have not
entered a plant in the outline agreement item,
you must enter the plant for each source list
record.
A © 2014 B. 10
Creation of Source List Records (Cont.)

•Creation from within an info record

With this procedure, you can enter a vendor in the source list when creating or
changing a purchasing info record.
In the info record, choose Extras →Source List. If the info record is valid for an
entire purchasing organization, you can create the source list for all plants of the
organization in question. Choose the plant via Goto → Plant.

•Automatically
You can have source list records generated automatically by the system.
The source list records can be generated for several materials (collective
procedure) or for a single material (individual procedure).
The system thus enables you to create or update all the records for a certain
source list very quickly.
With this procedure, you can generate a source list record for every info record
and/or every outline agreement item for a material or several materials.

A © 2014 B. 11
Creation of Source List Records (Cont.)

ME01 – Source List Creation (Manually)

A © 2014 B. 12
Creation of Source List Records (Cont.)

ME05 – Source List Creation (Automatic)

A © 2014 B. 13
Creation of Source List Records (Cont.)

ME05 – Source List Creation (Automatic)

A © 2014 B. 14
Agenda

• Overview of Source List

• Functions and Pre-Requisite of Source List.
• Creation and Maintenance of Source List.
• Source List Requirement Pre-Requisite
(Customization & Master Data).

A © 2014 B. 15
Source List Requirement
You can specify that all materials for a certain plant are to be subject to a source
list requirement in Customizing.
If a source list requirement is defined for a plant, you have to maintain valid source
list entries for each material in the plant before this can be ordered or requested
for a certain source.
Configuration Menu: Material Master Setting.

A © 2014 B. 16
Discussion

• Discussion point/question #1.

• Discuss about the Advantage of Source list in
Purchasing Process.
• Discussion point/question #2.
• Discuss about different Important Field of
Source List Master.
• Discussion point/question #3.

• Discuss about the Pre-Requisite of Source List.

A © 2014 B. 17
Checkpoint

1. What is use of Source List?

2. Is it Possible to maintain Multiple Sources for a Plant within Same Validity
Period?
3. What are different Ways of creation of Source List?
4. How to block a Source List?

A © 2014 B. 18
Module X Summary

You should now be able to:

•Explain the significance of Source List.

•Create and maintain Source List records
•Name the organizational levels that are important for the maintenance of Source
List records.

A © 2014 B. 19
Questions and Comments

• What questions or comments

do you have?

A © 2014 B. 20
 Exercise

Exercise 4: Overview and Conceptual Understanding of Source

List – (20 min.)

A © 2014 B. 21