Sales Schedules

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 procedure

    The main sales schedule procedure includes the creation and processing of sales releases to sales schedules, calculation of schedule authorizations and cumulatives, approval, release to warehousing, release to invoicing, and processing of sales schedules.

  • Sales releases

    Sales releases are used to group, by release type, a customer's sales schedule requirements. Sales releases are usually received by electronic data interchange (EDI), but can also be manually specified, or received by a Business Object Document (BOD). Sales releases or separate release lines can be processed and converted to sales schedules. A sales release represents the external customer view for schedule requirements, while the sales schedule represents the internal supplier view.

  • Pick-up sheets

    A pick-up sheet is a list of items that a carrier must pick-up at the supplier’s location for transport in one shipment to the customer on a specific day. A pick-up sheet is identified by a specific reference number, called the shipment reference, which originates from the customer. This shipment reference is used to identify pick-up sheets, shipments, and payments. Usually, the shipment exactly covers the pick-up sheet requirements, but the required goods on the pick-up sheet are spread among different sales schedules.

  • Referenced sales schedules

    On referenced sales schedules, schedule requirements are communicated based on (shipment) references. A reference is used to identify specific requirements that your business partner needs in a specific sequence at a specific line station of the assembly line. A shipment reference is used to identify the shipment. If you use pick-up sheets, the shipment reference also identifies the pick-up sheet for the linked sales schedule line.

  • Additional information fields

    You can use additional information fields to specify additional information on sales schedules. These fields are used throughout the process. For example, they are used in the sales schedule, the warehouse order, and the shipping process in Warehousing.

  • Sales schedule revisions

    Sales schedule revision numbers are used to uniquely identify the revision of the sales schedule. They indicate the sales schedule updates that are sent by your business partner.

  • Requirement types

    A requirement type represents a requirement in time, used for scheduling. On a sales schedule line, the following requirement types can be communicated: planned requirements, firm requirements, and immediate requirements.

  • Planned warehouse orders

    You can use planned warehouse orders to decouple schedule updates and revisions from warehouse orders and to consolidate sales schedule lines by quantity and by date.

  • Required quantity of zero

    You can receive sales schedule lines with a required quantity of zero. The sales schedule line quantity can also be changed to zero when the sales schedule procedure is completed. When a sales schedule receives a required quantity of zero, an attempt to cancel the sales schedule line or the planned warehouse order is performed.

  • Sales schedule authorizations

    Sales schedule items are shipped based on the requirement type. The Firm requirement type, however, can deviate from the earlier received Planned requirement type. If you use authorizations, your sold-to business partners give you permission to fabricate goods or to buy raw materials for a certain quantity level before communicating the Firm requirement type. By using this process, sold-to business partners must pay for the fabrication and/or raw materials regardless of whether the goods are called-off.

  • Sales schedule cumulatives

    Cumulatives (CUMs) are the year-to-date totals for quantities shipped, received, and invoiced. You can use cumulatives to track if the sales schedule is ahead or behind schedule compared to the demand.

  • Adjusting sales schedules

    Before a non-referenced sales schedule is approved, you can check the sales schedule for underdelivery and overdelivery.

  • Approving sales schedules

    Sales schedules with the Created or Adjusted status must be approved before they can be processed. After approval, the sales schedule has the Approved status.

  • Reconciling sales schedules

    Material releases and shipping schedules with non-referenced items can be reconciled, which means that your business partner's Received CUM is matched with your Cumulative Shipped Quantity. If the cumulatives (CUMs) do not match, disputes are generated that you must resolve.

  • Sales schedules and Enterprise Planning

    When a sales schedule is approved, planned requirements are calculated and planned supply is generated in Enterprise Planning based on the sales schedule's planned and firm requirements.

  • Sales schedules and Warehousing

    After the ordered items on a sales schedule line are approved, you can ship them. To ship the items, you must release the sales schedule to Warehousing.

  • Sales schedules and Invoicing

    After the ordered items on a sales schedule line are partially or fully delivered, you can invoice the delivered goods. To send the invoice, you must release the sales schedule to Invoicing.

  • Terminating sales schedules

    If your relationship with a business partner has ended and you want to change the sold-to business partner specific item data, you can terminate the sales schedule. The status of the linked planned warehouse orders or sales schedule lines can affect the termination process.

  • Processing and deleting sales schedules

    After the invoice for a sales schedule line is sent, the sales schedule line has the Invoiced status. You can process and delete sales schedules that contain lines with the Invoiced status.

  • Sales schedule history

    You use sales schedule history to track the creation and modification of sales schedules. You can keep certain information after the original schedule is completed.

  • Material price information

    You can link material price information to a sales schedule line. As a result, the (document line) price on the sales schedule line includes material prices.
  • Direct deliveries for Sales Schedules

    Direct deliveries are used for Sales Schedules. Direct Delivery is a specific type of goods distribution. The supplier manages the Ordering, Invoicing and Payment.

  • Fill-up logic for Schedules

    Infor LN considers the fill-up logic specified for a package definition in the Handling Unit Templates (whwmd4160m000) session, during the approval of a Referenced Schedule only if the Apply Fill Up Logic to Referenced Schedules check box is selected in:

    • The Schedule Terms and Conditions (tctrm1131m000) session and
    • The Terms and Conditions - Search Results (tctrm2151m000) session