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 perform the sales schedule procedure:

  1. Select the Schedules check box in the Sales Parameters (tdsls0100s000) session.
  2. Specify the sales schedule parameters in the Sales Schedule Parameters (tdsls0100s500) session.
  3. Specify the sales schedule master data.

    For more information, refer to:

  4. Specify:
    • Logistic agreements in the Sales Contract Line Logistic Data (tdsls3102m000) session, if the Use Contracts for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session.
    • Logistic agreements in the Items - Sales Business Partner (tdisa0510m000) session, if the Use Contracts for Schedules check box is cleared in the Sales Schedule Parameters (tdsls0100s500) session.
  5. Select or clear the Automatically Process Sales Schedule Releases check box in the Ship-to Business Partner by Site (tccom2111m000), Ship-to Business Partner (tccom4111s000), or Sold-to Business Partner (tccom4110s000) session.
Note

If the Use Contracts for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session, a sales schedule can be created only 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 Schedule Parameters (tdsls0100s500) session, it is mandatory for the sales schedule to have a linked terms and conditions agreement.

Sales schedule procedure

The sales schedule procedure includes these processes:

  1. Creating and updating sales releases
  2. Creating and updating sales schedules
  3. Determining and using sales schedule authorizations
  4. Determining and using sales schedule cumulatives
  5. Approving sales schedules
  6. Releasing sales schedules or planned warehouse orders to Warehousing
  7. Releasing sales schedules or planned warehouse orders to Invoicing
  8. Processing 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 nonreferenced sales schedules from contract deliveries. For more information, refer to Scheduled requirements for a sales contract.

Additional processes

This functionality is optional for sales schedules:

  • Material prices
    If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, after setting up the material pricing master data, LN can retrieve material price information for a schedule line.
  • Additional information fields
    You can define additional information fields. Their content is transferred from the sales schedule via the warehouse order to the shipment in Warehousing. For more information, refer to Additional information fields.
  • Consumptions
    You can register and process consumptions for sales schedules. For more information, refer to Inventory consumption handling.
  • Additional costs
    You can calculate additional costs for sales shipments to which sales schedule lines are linked. For more information, refer to Additional costs - shipment based.
  • Planned warehouse orders
    You can use planned warehouse orders in the sales schedule procedure. For more information, refer to Planned warehouse orders.
  • Retrobilling
    You can use the retrobilling functionality to re-invoice previously invoiced items for sales schedules. Price differences are handled through retrobilled sales orders, which have an item quantity of zero and an order amount that includes the price difference.

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