CUM (cumulative) management lets you track the cumulative quantity received over a given time period for each supplier site/item in a ship-to organization. This time period is called the CUM period, and generally relates to a meaningful business time frame like a quarter or model year in the automotive industry.
CUM management is enabled at the organizational level. You can determine, which transactions affect the CUM calculation as well as manually adjust the CUM quantities.
CUM management is enabled in the Supplier Scheduling Options window, where you can also select whether Return to Supplier (RTV) transactions and their associated corrections are included in the CUM calculation.
At the start of a CUM period, all quantities are initialized to 0. As goods are received against a Supply Agreement Release for scheduled items, the CUM is updated. Receipts against other document types do not affect the CUM.
Supplier Scheduling automatically maintains the CUM quantity for the following transactions:
Increase for receipts and match transactions
Reduce for returns to supplier (RTV)
Reduce or increase for receipt quantity correction
Reduce or increase for RTV quantity correction
CUM Periods are defined in the CUM Periods window. See: Defining CUM Periods in this chapter.
Reviewing and Adjusting CUM Quantities
You can review all transactions affecting the CUM for a selected CUM period, supplier site, ship-to organization, and item, and manually change the calculated quantities if necessary.
If an item is received in one CUM period and then returned to the supplier in another CUM period, the return transaction updates the CUM quantity in the period the original receipt took place.
You can view and adjust CUM period quantities in the CUM Period Items window.
An item's transaction history can be reviewed in the CUM History Report. See: CUM History Report in this chapter.
The CUM calculated is affect by the following transactions:
receipt and match
receipt quantity correction
return to vendor
return to vendor quantity correction
CUM quantities are automatically increased when a receipt of an item is received into the ship-to organization and matched correctly against the supply agreement blanket release (receipt and match). If a correction to a receipt has been made, this correction also automatically adjusts the CUM Quantity up or down, depending on the type of correction (Receipt Quantity Correction).
When you set up CUM management, you can determine whether you want Return to Vendor (RTV) transactions to affect the CUM calculations.
CUM management is enabled in the Supplier Scheduling Options window, where you can also select whether Return to Supplier (RTV) transactions and their associated corrections are included in the CUM calculation.
To enable CUM management:
Navigate to the Schedule Options window.
Navigate to the code of the ship-to organization.
You can select Enable, if you want to enable CUM tracking for all Approved Supplier List items in the ship-to organization you specified.
You can select RTV Updates CUM, if you want Return to Supplier (RTV) transactions and their associated RTV corrections automatically included in the CUM calculation.
Use the CUM Periods window to define your CUM period.
To define CUM periods:
Navigate to the CUM Periods window by selecting CUM Periods from the menu to open the Find CUM Periods window. Then choose CUM Periods in the Find Results Window region and choose the New button to open the CUM Periods window.
Select the organization for which you want to define a CUM period.
Enter the name of the CUM period you are defining.
Select the Period Duration From and To dates. Within an organization, CUM periods cannot overlap.
Save your work.
Use the CUM Period Items window to view and and adjust CUM quantities.
To view CUM quantities:
Navigate to the CUM Period Items window, where you can view CUM quantites for the last receipt for an item, supplier site, and CUM period. The High Authorization region displays the highest authorization quantity and the schedule it appeared on for the CUM period.
To adjust CUM quantities:
To open the Adjust CUM window, vhoose Adjust in the CUM Period Items window.
If you are tracking CUMs and an authorization cutoff date is later than the end of a CUM Period date, the authorization cutoff date is automatically moved into the CUM period end date. Therefore, the amount of material and labor an organization is liable for to a supplier when tracking CUMs is the past due and future quantities up to the end of the CUM period, or cutoff date, whichever is sooner.
Based on the planning schedule above, the amount of material and labor this ship-to organization is liable for is as follows:
| Authorization Type | Authorization Cutoff Date | Quantity Liable For |
|---|---|---|
| Finished Goods | November 5 | 42 |
| Labor Materials | November 10 | 46 |
| Labor | November 15 | 52 |
| Raw Materials | November 17 | 52* |
* Assumes there are no receipts November 16-17.
In the example above, the authorization cutoff date for raw materials is November 20 if CUMs were not tracked, but because the CUM end date is November 17, the cutoff date is moved in.