Overview of sales schedule handling

Sales schedules are used to support long-term sales projects with frequent deliveries. They represent schedules for specific goods that are used between trade partners.

Because sales schedules provide a more detailed way to specify delivery dates and times for items, use sales schedules instead of standard sales orders when you require full visibility and time phasing of material requirement information, for example, in a just-in-time (JIT) environment.

Sales schedules can be referenced or nonreferenced.

After approval, a sales schedule is a legal obligation to deliver items according to the agreed terms and conditions, including specific prices and discounts.

Sales schedule master data

Before you can complete the sales schedule procedure, you must specify the sales schedule master data.

For more information, refer to:

You must also specify:

  • The parameters on the Schedules tab of the Sales Contract Parameters (tdsls0100s300) session.
  • A number group for sales schedules in the Number Group Sales Orders / Sales Schedules field of the Sales Order Parameters (tdsls0100s400) session.
  • Logistic agreements in the Sales Contract Line Logistic Data (tdsls3102m000) session, if the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session.
  • Logistic agreements in the Items - Sales Business Partner (tdisa0510m000) session, if the Use Contracts for Schedules check box is cleared in the Sales Contract Parameters (tdsls0100s300) session.
  • The Automaticallly Process Sales Schedule Releases check box in the Sold-to Business Partner (tccom4110s000) session.
Note

If the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, a sales schedule can only be created if it is linked to an active sales contract. In addition, if the Use Terms and Conditions for Schedules check box is also selected in the Sales Contract Parameters (tdsls0100s300) session, it is also mandatory for the sales schedule to have a linked terms and conditions agreement.

Sales schedule procedure

The sales schedule procedure consists of the following processes:

  1. To create and update sales releases
  2. To create and update sales schedules
  3. To determine and use sales schedule authorizations
  4. To determine and use sales schedule cumulatives
  5. To approve sales schedules
  6. To release sales schedules or planned warehouse orders to Warehousing
  7. To release sales schedules or planned warehouse orders to Invoicing
  8. To process sales schedules

For more information, refer to Sales schedule procedure.

Note

A simplified sales schedule solution to generate sales orders in time is the creation of non-referenced sales schedules from contract deliveries. For more information, refer to Scheduled requirements for a sales contract.

Additional processes

The following are optional for sales schedules: