| Clustering purchase schedule linesClustering 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 Purchase Release Line - Details (tdpur3522m000) session. Note In the Purchase Release Line - Details (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
- Price
- Warehouse
- Address
- Option List ID
- Exempt
- Tax Country
- Tax Code
- Own Tax Number
- BP Tax Country
- BP Tax Number
- Exempt Reason
- Exempt Certificate
- Preferred Manufacturer Part Number
- Manufacturer
- The contents of the MPN sets that are linked to the purchase
schedule lines.
- Item Revision
The following fields, which are derived from the Schedule Quantity, but are defined in Common, 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
- Length
- Width
- Height
How tax fields are used in a purchase
release, depends on the value of the Tax Level Release Line field in the Purchase Schedule Parameters (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 Purchase Contract Line Logistic Data (tdpur3102m000) session or the Items - Purchase Business Partner (tdipu0110m000) session. Note - You can define patterns in the Patterns (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.
- 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 Purchase Release Line - Details (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. For more information, refer to Using segment sets.
- If the first segment time unit of the first segment in a
segment set is set to Week, Four Weeks, or Month,
which are 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. For more information, refer to Using segment sets.
Example - 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 | Release revision | Schedule number | Release position | Start date | End date | Quantity |
---|
REL001 | 0 | SCH001 | 1 | 26/07 | 01/08 | 20 | REL001 | 0 | SCH001 | 2 | 02/08 | 29/08 | 50 | REL001 | 0 | 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. Clustering schedule lines - Cluster schedule lines in the Generate Release Lines (tdpur3222m000) session. The clustered schedule lines are stored
in the Purchase Release Line - Details (tdpur3522m000) session with the status Created. The linked release line in the Purchase Release (tdpur3121m000) session, also has the status Created.
- If you agree to the release line detail with the status Created and you do not want to change the release line
detail, approve the line (detail) in the Approve Release Lines (tdpur3222m100) session. The clustered lines in the Purchase Release Line - Details (tdpur3522m000) session and the release line in the Purchase Release (tdpur3121m000) session receive the status Scheduled.
- After the release line with the status Scheduled is printed in the Print Purchase Releases (tdpur3422m000) session with the Final Report check box selected, or when EDI messages are automatically
generated and sent, the clustered lines in the Purchase Release Line - Details (tdpur3522m000) session and the release line in the Purchase Release (tdpur3121m000) session receive the status Sent.
Updating clustered schedule lines If you check the clustered schedule lines with the status Created in the Purchase Release Line - Details (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 Scheduled 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 Purchase Release Line - Details (tdpur3522m000) session, select a record.
- On the appropriate menu of the Purchase Release Line - Details (tdpur3522m000) session, click Purchase Schedule Lines, which starts the Purchase Schedule Lines (tdpur3111m000) session.
- Double-click the schedule line that you want to update and make
the change.
- On the appropriate menu of the Purchase Release Line - Details (tdpur3522m000) session, click Update Release. 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 Warehousing 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 Purchase Schedule Lines (tdpur3111m000) session for the purchase schedule line that has
the oldest unfulfilled requirement of the type immediate or firm. For more information, refer to Blanket warehousing orders. 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.
Note - 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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