Clustering purchase schedule lines

Clustering is used to group several nonreferenced schedules lines in one purchase release.

Clustering has these advantages:

The number of schedule lines that must be processed, is reduced. Especially lines for which no accurate planning is required yet, can be grouped.
The supplier gets a clear view of the schedule lines without having to bother about schedule origin.

Conditions for clustering

For one purchase schedule, several schedule lines can be generated with the same characteristics (common buy-from business partner, ship-from business partner, release type, shipment based schedule/ delivery based schedule, communication method), which differ only in their origin. These schedule lines, which are stored under one purchase release, can have different planned receipt dates (or planned shipment dates) that fall in one specific period. The schedule lines that fall in that specific period, as determined by the segment that is derived from the schedule's applicable segment set, can be clustered and put together in the Riga rilascio acquisti - Dettagli (tdpur3522m000) session.

Nota

In the Riga rilascio acquisti - Dettagli (tdpur3522m000) session, schedule lines are clustered in the same purchase release line detail only if these fields match for the schedule lines:

Purchase Unit
Purchase Price Unit
Prezzo
Magazzino
Indirizzo
ID elenco opzioni
Esenzione
Paese destinatario imposta
Codice imposta
Propria partita IVA
Paese destinatario imposta Business Partner
Partita IVA BP
Motivo esenzione
Attest. esenzione
MPN preferito
Produttore
The contents of the MPN sets that are linked to the purchase schedule lines.
Revisione articolo

The following fields, which are derived from the Schedule Quantity, but are defined in Dati comuni, must also match to cluster several schedule lines into one release line detail:

Conversion Factor Purchase to Inventory Unit
Conversion Factor Price to Inventory Unit
Lunghezza
Larghezza
Altezza

How tax fields are used in a purchase release, depends on the value of the Riga rilascio livello imposte field in the Parametri programma acquisti (tdpur0100m500) session.

Using segment sets for clustering

To cluster schedule lines, first the next schedule issue date must be determined. This date is derived from the schedule's applicable issue pattern, which is defaulted from the Dati logistici righe contratti di acquisto (tdpur3102m000) session or the Articoli - Business Partner acquisti (tdipu0110m000) session.

Nota

You can define patterns in the Schemi (tcccp0690m000) session.
On the schedule issue date, schedule lines are always clustered from 00:00 hours on and not from the time that is indicated by the issue date.

Esempio

Release type: material release.
Next schedule issue date: 26/07 10:00 hrs.

Segments in the segment set for material release:

Segment	Segment time unit	Segment length
1	Week	1
2	Four Weeks	1
3	Four Weeks	1

Schedule (SCH001) requirements in schedule lines:

Position number	Origin	Planned receipt date	Quantity
10	EP	23/07	15
20	EP	26/07	10
30	Manual	28/07	10
40	EP	03/08	15
50	Manual	10/08	15
60	EP	24/08	20
70	EP	31/08	20

Creation of clustered lines:

Release number	Schedule number	Release position	Start date	End date	Quantity
REL001	SCH001	1	26/07	01/08	20
REL001	SCH001	2	02/08	29/08	50
REL001	SCH001	3	30/08	26/09	20

All schedule lines that fall within one week, calculated from the next schedule issue date on, are clustered in one release line detail (segment 1). After this period, all schedule lines that fall within the next four weeks are clustered in another release line detail (segment 2). Finally, the schedule lines that fall within the next four weeks are clustered in the last release line detail.

Nota

If schedule lines exist with planned receipt/shipment dates that fall before the next schedule issue date, these lines are inserted as immediate requirements in the Riga rilascio acquisti - Dettagli (tdpur3522m000) session for receipt based schedules.
If a period is undefined between two segments, LN automatically adds another segment that fills this time gap, so the schedule lines that fall in this time gap are also included in the clustering process. All the schedule lines that fall within the time period of that newly generated segment are clustered into one release line detail. Per ulteriori informazioni, consultare Utilizzo di set di segmenti.
If the first segment time unit of the first segment in a segment set is set to Settimana, Quattro settimane, or Mese, which are all segment time units that have Monday as a starting point for their activities, and if the calculated schedule issue date does not fall on a Monday, some days can be excluded from the clustering process. Per ulteriori informazioni, consultare Utilizzo di set di segmenti.

Clustering schedule lines

Cluster schedule lines in the Generazione righe rilascio (tdpur3222m000) session. The clustered schedule lines are stored in the Riga rilascio acquisti - Dettagli (tdpur3522m000) session with the status Creato. The linked release line in the Rilascio acquisti (tdpur3121m000) session, also has the status Creato.
If you agree to the release line detail with the status Creato and you do not want to change the release line detail, approve the line (detail) in the Approvazione righe rilascio (tdpur3222m100) session. The clustered lines in the Riga rilascio acquisti - Dettagli (tdpur3522m000) session and the release line in the Rilascio acquisti (tdpur3121m000) session receive the status Programmato.
After the release line with the status Programmato is printed in the Stampa rilasci acquisti (tdpur3422m000) session with the Report finale check box selected, or when EDI messages are automatically generated and sent, the clustered lines in the Riga rilascio acquisti - Dettagli (tdpur3522m000) session and the release line in the Rilascio acquisti (tdpur3121m000) session receive the status Inviato.

Updating clustered schedule lines

If you check the clustered schedule lines with the status Creato in the Riga rilascio acquisti - Dettagli (tdpur3522m000) session, and you do not want these lines to be approved in this format, or if you check the clustered schedule lines with the status Programmato and you do not want the lines to be sent to the supplier in this format, you can update the lines. To update the release line (detail) of a nonreferenced schedule:

In the Riga rilascio acquisti - Dettagli (tdpur3522m000) session, select a record.
On the Visualizzazioni, Riferimenti o Azioni menu of the Riga rilascio acquisti - Dettagli (tdpur3522m000) session, click Righe programma acquisti, which starts the Righe programma acquisti (tdpur3111m000) session.
Double-click the schedule line that you want to update and make the change.
On the Visualizzazioni, Riferimenti o Azioni menu of the Riga rilascio acquisti - Dettagli (tdpur3522m000) session, click Aggiorna rilascio. The release is now updated with the changes you made on the schedule line(s).

Receiving clustered schedule lines

If a supplier sends the goods based on the clustered lines, and goods are received in Magazzino against a blanket warehouse order, the received quantity is distributed over the push schedule lines, based on this rule:

Received quantity is booked in the Received Quantity field of the Righe programma acquisti (tdpur3111m000) session for the purchase schedule line that has the oldest unfulfilled requirement of the type immediate or firm. Per ulteriori informazioni, consultare Ordini quadro di magazzino.

A purchase schedule line is unfulfilled if:

The received quantity is less than the ordered quantity.
The ordered quantity is equal to the received quantity, but the sum of the approved quantity and the rejected quantity is less than the received quantity.

Nota

No receipts can be made on schedule lines with the planned requirement type.
If no unfulfilled purchase schedule lines can be found, goods cannot be received on a purchase schedule.

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