Defining contract deliveries by means of sales schedules

If you want to set up a list of time-phased deliveries based on a sales contract, you can define a sales schedule and sales schedule lines that are converted to sales orders. This simplified sales schedule solution enables you to generate sales orders in time.

Example

Contract line	Sales schedule line	Quantity	Sales order	Quantity
100 pieces (pcs)	01/12/2005	20 pcs	SO1 01/12/2005	20 pcs
	08/12/2005	25 pcs	SO2 08/02/2005	25 pcs
	15/12/2005	40 pcs	SO3 15/12/2005	40 pcs
	22/12/2005	15 pcs	SO4 22/12/2005	15 pcs

To define contract deliveries by means of sales schedules, you must:

Create a sales contract and a sales contract line.
Create a sales schedule and sales schedule lines.
Approve the sales schedule.
Release the sales schedule to a sales order.
Deal with the sales order.

Step 1. Create sales contract

You must first create a sales contract in the Sales Contracts (tdsls3500m000) session and a sales contract line in the Sales Contract Lines (tdsls3501m000) session. You must activate this sales contract line.

Step 2. Create sales schedule

To set up a list of time-phased deliveries, choose Generate Sales Schedule... in the Sales Contract Lines (tdsls3501m000) session. As a result, the Sales Schedules (tdsls3111m000) session is started in which you can create a new sales schedule. LN copies the sales contract data to the sales schedule when the Sales Schedules (tdsls3111m000) session is started.

LN determines the values of the following fields as follows:

The Origin is set to Contracts.
The Schedule Type is set to Shipping Schedule if the value of the EDI message field in the Item - Sales Business Partner (tdisa0510m000) session is Shipping Schedule only. Otherwise, the Schedule Type is set to Material Release.
The Generation Date is the system date.
Whether the Self Billed Invoice check box is selected or cleared, depends on the Self Billed Invoice check box in the Item - Sales Business Partner (tdisa0510m000) session.

To specify the time-phased deliveries for the sales contract, choose Lines in the Sales Schedules (tdsls3111m000) session.

As a result, the Sales Schedule - Lines (tdsls3107m000) session is started in which you can specify:

The date on which a shipment must take place.
The quantity to be shipped.

Note

Sales schedules that are used to define contract deliveries cannot:

Be referenced.
Have revisions.
Have cumulatives and authorizations.
Be created through EDI.

Step 3. Approve sales schedule

The value of the Requirement field in the Sales Schedule - Lines (tdsls3107m000) session determines the actions LN carries out when you approve a sales schedule.

If the Requirement is Firm, LN:

Creates planned inventory transactions in the Planned Inventory Transactions (whinp1500m000) session.
Updates the available-to-promise in the Item Master Plan (cprmp2101m000) session.
Creates history for the sales schedule and sales schedule lines, which you can view in the Sales Order/Schedule History (tdsls5505m000) session.
Updates Quality on what is expected to be inspected.

If the Requirement is Planned, LN:

Updates the available-to-promise in the Item Master Plan (cprmp2101m000) session.
Updates the Unconfirm. Cust.Ord. quantity in the Item Master Plan (cprmp2101m000) session.

Step 4. Release sales schedule to sales order

If the sales schedule line is approved, you can release the sales schedule line to a sales order in the Release Sales Schedules to Order (tdsls3207m000) session. You can view the sales order in the Sales Orders (tdsls4100m000) session. You can then process the sales order following the sales order procedure.

If the sales order is generated based on the sales schedule line, LN updates the following data in the Sales Schedule - Lines (tdsls3107m000) session:

Order
Position
Sequence

If the sales order is processed, the sales schedule line is processed. If the sales schedule line has the Processed status, the sales order can be deleted.