Schedule Terms and Conditions (tctrm1131m000)

Use this session to view, enter, and maintain the schedule terms and conditions for a terms and conditions line.

You can start this session by double-clicking a line on the Schedule tab of the Terms and Conditions Line (tctrm1620m000) session. You can also start this session stand-alone.

 

Terms and Conditions ID

An agreement between business partners about the sale, purchase, or transfer of goods, in which you can define detailed terms and conditions about orders, schedules, planning, logistics, invoicing, and demand pegging, and define the search mechanism to retrieve the correct terms and conditions.

The agreement includes the following:

  • A header with the type of agreement and the business partner(s).
  • Search levels with a search priority and a selection of search attributes (fields) and linked terms and conditions groups.
  • One or more lines with the values for the search levels’ search attributes.
  • Terms and conditions groups with detailed terms and conditions about orders, schedules, planning, logistics, invoicing, and demand pegging for the lines.
Search Level

A priority level for searching and selecting a terms and conditions line. Search levels include a selection of search attributes (fields) and linked terms and conditions groups.

Position

The number used to identify the position of the terms and conditions line on the terms and conditions agreement or the terms and conditions template.

Effective Date

The first day on which a record or a setting is valid. The effective date often includes the effective time.

Expiry Date

The last date on which a record or a setting is valid. The expiry date often includes the expiry time.

Activity Adjust Sales Schedules Applicable

If this check box is selected, non-referenced sales schedules must be adjusted in the sales schedule procedure.

Automatically Adjust Sales Schedules

If this check box is selected, sales schedule requirements are automatically adjusted in the sales schedule procedure.

If this check box is cleared, you can adjust sales schedules in the Adjust Sales Schedules (tdsls3210m000) or Approve Sales Schedules (tdsls3211m000) sessions.

Note
  • Sales schedule adjustment is an optional step in the sales schedule procedure.
  • Sales schedule adjustment is executed after the sales schedule is created.
Automatically Approve Referenced Sales Schedules

If this check box is selected, referenced schedules are automatically approved.

If this check box is cleared, you can approve a referenced sales schedule:

Note

Sales schedule approval is executed after the sales schedule is created.

Automatically Approve Non-referenced Sales Schedules

If this check box is selected, non-referenced sales schedules are automatically approved.

If this check box is cleared, you can approve the schedule:

Note

Sales schedule approval is executed after the sales schedule is adjusted, or, if the Activity Adjust Sales Schedules Applicable check box is cleared, after the sales schedule is created.

Automatically Release Referenced Sales Schedules to Order

If this check box is selected, referenced schedules or planned warehouse orders for referenced schedules are automatically released to a warehousing order after schedule approval.

If this check box is cleared, you must release (planned warehosue orders for) referenced sales schedules to a warehousing order in the Release Sales Schedules to Order (tdsls3207m000) or Release Pick-up Sheets to Warehousing (tdsls3207m100) session.

Note

If the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, when a sales schedule is approved, a planned warehouse order is automatically generated or updated.

Automatically Release Non-referenced Sales Schedules to Order

If this check box is selected, non-referenced schedules or planned warehouse orders for non-referenced schedules are automatically released to a warehousing order after schedule approval.

If this check box is cleared, you must release non-referenced sales schedules to a warehousing order in the Release Sales Schedules to Order (tdsls3207m000) session.

Note

If the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, when a sales schedule is approved, a planned warehouse order is automatically generated or updated.

Automatically Release Backorders for Referenced Schedules

If this check box is selected, planned warehouse orders for back orders linked to referenced schedules are automatically released to Warehousing.

If this check box is cleared, you must release planned warehouse orders for back orders to a warehousing order in the Release Sales Schedules to Order (tdsls3207m000) session.

Note

If the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, when a sales schedule is approved, a planned warehouse order is automatically generated or updated.

Automatically Release Backorders for Non-Referenced Schedules

If this check box is selected, planned warehouse orders for back orders linked to non-referenced schedules are automatically released to Warehousing.

If this check box is cleared, you must release planned warehouse orders for back orders to a warehousing order in the Release Sales Schedules to Order (tdsls3207m000) session.

Note

If the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, when a sales schedule is approved, a planned warehouse order is automatically generated or updated.

Schedule Revisions for Referenced Shipping Schedules

If this check box is selected, sales schedule revision numbers are used for referenced schedules.

If this check box is cleared, for referenced schedules, sales schedule updates are not indicated by sales schedule revision numbers.

Note
  • This check box is only applicable if the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session.
  • You cannot use sales schedule revision numbers for sales schedules linked to a pick-up sheet.
Schedule Revisions for Sequence Shipping Schedules

If this check box is selected, sales schedule revision numbers are used for sequence shipping schedules.

If this check box is cleared, for sequence shipping schedules, sales schedule updates are not indicated by sales schedule revision numbers.

Note

This check box is only applicable if the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session.

Synchronize Cums

If this check box is selected, when a sales release is processed into a sales schedule (revision), your sales schedule cumulatives are synchronized and/or reset with the cumulative data received from an external component.

If this check box is cleared, cumulatives are updated based on an order based or receipt based cumulative model, as defined in the CUM Model used field of the Sales Contract Line Logistic Data (tdsls3102m000) session.

External Packing Slip is Mandatory

If this check box is selected, the Packing Slip (external) must be specified for a consumption in the Inventory Consumption Lines (tdsls4141m000) session.

Duplicate External Packing Slip Allowed

If this check box is selected, when processing a sales schedule consumption in the Inventory Consumption Lines (tdsls4141m000) session, for a combination of sold-to business partner, ship-to business partner, and item, you can use an external packing slip that was already used before.

If this check box is cleared, and an external packing slip was already used before, consumption processing is blocked.

Method of Shipped CUM update

Use this field to define when your internal shipped cumulatives are inserted in the Shipped CUM (tdsls3532m000) session.

Method of Last Shipment ID determination

Use this field to define how the last shipment ID is determined for matching customer and supplier cumulatives (CUMs).

Note
  • You can only specify this field if the Synchronize Cums check box is cleared.
  • The value of this field is retrieved when a sales release is processed into a sales schedule (revision).

Default value

Customer's Last Shipment

Always Automatically Update and Create New Planned Warehouse Orders

This check box determines how planned warehouse orders are handled during sales schedule line (revision) approval.

If this check box is selected, LN automatically updates linked planned warehouse orders and creates new ones if existing ones cannot be updated.

If this check box is cleared, LN automatically updates linked planned warehouse orders, but does not create new ones if existing ones cannot be updated.

Only Create Additional Planned Warehouse Order for Quantity Increases

If this check box is selected, if existing planned warehouse orders cannot be updated, LN creates new planned warehouse orders if the new schedule line has an increased quantity. The new planned warehouse order is created only for the quantity difference.

Note

You can select this check box only if the Always Automatically Update and Create New Planned Warehouse Orders check box is also selected.