Sales Schedules (tdsls3611m100)

Use this session to view, specify, and maintain sales schedules and schedule lines.

This session enables internal sales representatives to only view the sales schedules that require attention and to execute the appropriate actions on the schedule lines. For example, schedule lines that are almost due and are yet to be approved or delivered, or lines with the due date ( start date) in the past.

Filters

You can use these filters to display the appropriate selection of schedules and schedule lines:

  • General
    By Sales Office, Internal Sales Representative, Sold-to Business Partner, Ship-to Business Partner, Item, Customer Item, or by a combination of these fields.
  • Status
    By status.
  • Date Filter
    By start date.
Tabs

This session includes these tabs:

 

General
Sales Office

A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities.

Internal Sales Representative

An employee of your company who maintains contact with the sold-to business partner. The employee number of the sales representative is also used as a sorting criterion in the sales statistics.

Sold-to Business Partner

Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project.

The agreement with the sold-to business partner can include the following:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
Ship-to Business Partner

The business partner to which you ship the ordered goods. This usually represents a customer's distribution center or warehouse. The definition includes the default warehouse from which you send the goods, the carrier who carries out the transport, and the related sold-to business partner.

Item

The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold.

An item can also represent a set of items handled as one kit, or which exist in multiple product variants.

You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:

  • Cost items (for example, electricity)
  • Service items
  • Subcontracting services
  • List items (menus/options)
Item Code System

An external, alternate way of coding items. Coding systems can be general standard systems (such as EAN) or systems that are dependent on a specific business partner.

Customer Item

Identification code for an item (product, component, or part). The item code can consist of multiple fields or segments.

Schedule Lines

The total number of sales schedule lines that are displayed, based on the General filter.

Status
Created

If this check box is selected, schedule lines with the status Created and the count of the lines are displayed.

Click Created to activate or deactivate this filter.

Approved

If this check box is selected, schedule lines with the status Approved and the count of the lines are displayed.

Click Approved to activate or deactivate this filter.

Processed

If this check box is selected, schedule lines with the status Processed and the count of the lines are displayed.

Click Processed to activate or deactivate this filter.

Exceptions

If this check box is selected, schedules that have error messages and the number of schedules found, are displayed.

Click Exceptions to activate or deactivate this filter.

Note
  • If an error message is linked to a schedule, the Exceptions Present check box is selected in the Sales Schedules (tdsls3111m000) session.
  • Click Message Log on the relevant tab to view the error messages for a schedule or line in the Message Log (tcstl1500m000) session.
Start Date
Past Due

If this check box is selected, undelivered schedule lines with the start date in the past and the count of the lines are displayed.

Click Past Due to activate or deactivate this filter.

Past Due Partially

If this check box is selected, partially delivered schedule lines with the start date in the past and the count of the lines are displayed.

Click Past Due Partially to activate or deactivate this filter.

Due Today

If this check box is selected, undelivered or partially delivered schedule lines with the start date scheduled for today and the count of the lines are displayed.

Click Due Today to activate or deactivate this filter.

Due 1-7 Days

If this check box is selected, schedule lines with the start date in the next seven days and the count of the lines are displayed.

Click Due 1-7 Days to activate or deactivate this filter.

Due Beyond 7 Days

If this check box is selected, schedule lines with the start date after the next seven days and the count of the lines are displayed.

Click Due Beyond 7 Days to activate or deactivate this filter.

Sales Cumulatives

The Received CUM versus the Cumulative Shipped Quantity for the sales schedule, displayed in a graph.

The graph is displayed when you select a sales schedule. The cumulative data is retrieved from the Sales Schedule Reconciliation (tdsls3131m000) session.

 

Show All

Clears the filters, so you can make a new selection.

Last Revision

Displays data only for the last sales schedule revision number.