Modifying the current requirement situation for shipment schedules

You can use plans for a contract line that are imported automatically as a template to copy the requirement data. You can modify the current requirement situation for contract lines of a customer that have the status Active. An existing plan must be assigned to the contract line. If you select a contract line that has the status New, a message displays that no plan exists for this contract line.

Note: If an unprocessed plan exists for the contract line that has not been rejected or deleted, a warning message is displayed. If you save the new plan version, take into account that obsolete release order data may be imported when you release the unprocessed plan.

If you modify the current requirement situation of a customer, the settings and requirements of the current plan are copied. A new revision of the plan is created.

To modify the current requirement situation for shipment schedules of a customer:

Select Release Management > Manage Shipment Schedules.
Click the Drill down button of a contract line that has the status Active.
The detail view of the Manage Shipment Schedules page is displayed.
Click New Plan Based on Previous Plan.
The settings and requirement lines of the current single plan are copied.
You are prompted to select the desired time zone for the Arrival Date on the requirement, if these conditions are complied with:
- The Customers code list has a time zone defined.
- The Pick-up Date setting is disabled on the Message Processing Rules page for the associated customer.
In the Timezone Change Confirmation dialog box, select the time zone of the ship to/customer or your own time zone and click OK.
Specify the Usage, the Delivery Interval, and the Model Year on the Shipment Schedule tab.
See Specifying header information.
Specify the fields of the CUM Information field set.
See Specifying CUM information.
Specify the fields of the Release Information field set.
See Specifying release information.
Specify the fields of the Trading Partner Information field set.
See Specifying trading partner information.
To edit the existing requirements, click the Drill down button of an order line. Change the field entries as required and click OK.
See Creating order lines.
You can use two methods to create order lines for the single plan: Specify the field information of an order line in the New Shipment Schedule Requirement dialog box. To use this method, perform the steps 10–12. As an alternative method, use the fast entry facility. To use the fast entry utility, perform the steps 15–16.
To create an order line, click Create.
The New Shipment Schedule Requirement dialog box is displayed.
Specify the field entries of the New Shipment Schedule Requirement dialog box.
See Creating order lines.
To save the order line, click OK.
The new order line is displayed at the bottom of the Shipment Schedule tab.
To add the next order lines, repeat the steps 9–11.
To delete an order line, select the order line and click Delete.
To use the fast entry facility, click New Requirement Fast Entry.
A new order line is created.
Click the Drill down button of the new order line and specify the required information.
The fields are described in the previous steps.
To create, edit, or delete confirmed shipments, click the Confirmed Shipments tab.
To add a confirmed shipment, click Create. Specify the packing slip date, the packing slip number, and the shipped quantity that is confirmed by the customer.
To edit a confirmed shipment line, click the field entries of the Packing Slip Date, the Packing Slip Number, and the Shipment Quantity columns.
To delete a confirmed shipment line, select the line and click Delete.
To save the modified requirement situation, click Save.
A notification displays that the new plan has been published successfully. The version number of the new revision for the single plan is displayed in the Version field.
To check the newly built combined plan, click the Combined Plan tab.
The version number of the new revision for the combined plan is displayed in the Version field. The changed shipment schedule order lines are included and displayed at the bottom of the page. The calculated net quantity for the combined order lines is displayed.
To check the last confirmed shipment, click the Shipment Schedule tab. Expand the CUM Information field set.
The data of the last confirmed shipment is displayed in the Last Packing Slip Number, Last Shipment Quantity, and Last Shipment Date fields.
Click Go Back.
The overview of contract lines on the Manage Shipment Schedules page is displayed. The processing date and time of the contract line for the created plan is displayed in the Processing Date column.