Sales schedule procedure

In the sales schedule procedure, sold-to business partners use sales releases to inform you about their long term and short term schedule requirements. These requirements can be received using electronic data interchange (EDI), or Business Object Documents (BODs), or can be manually specified.

The schedule requirements in a sales release represent a customer's external view.

For more information, refer to Sales releases.

Sales schedule requirements can be manually processed into sales schedules using the Process Sales Releases (tdsls3208m000) session, or can be automatically processed if the Automatically Process Sales Schedule Releases check box is selected in the Ship-to Business Partner by Site (tccom2111m000), Ship-to Business Partner (tccom4111s000), or Sold-to Business Partner (tccom4110s000) session. You can also manually specify sales schedules.

The following are applicable to sales schedules:

• The schedule requirements in a sales schedule represent a supplier's internal view.
• A sales schedule line contains a Requirement Type in time, used for scheduling. This requirement type can be Immediate, Firm, or Planned.
• For nonreferenced schedules, schedule updates are handled by sales schedule revision numbers. For referenced schedules, schedule updates can be handled by just updating the schedule or also by sales schedule revision numbers.
• Sales schedule lines can receive a required quantity of zero. In this case, LN directly cancels the sales schedule line.

You can view sales schedule data in these sessions:

• Sales schedules in the Sales Schedules (tdsls3111m000) session.
• Sales schedule lines in the Sales Schedule Lines (tdsls3107m000) session.
• Pick-up sheets in the Pick-up Sheets (tdsls3107m100) session.
• Pick-up sheet lines in the Pick-up Sheet (tdsls3107m200) session.
• Sequence shipping information in the Sequence Shipping Information (tdsls3517m000) session.

For more information, refer to

• EDI and sales schedules
• Sales schedule line requirement type
• Sales schedule revisions
• Referenced sales schedules
• Pick-up sheets
• Zero required quantity for sales schedule lines

In the sales schedule procedure, you ship the goods based on the requirement type. The Firm requirement type, however, can deviate from the earlier received Planned requirement type. When authorizations are used, before the Firm requirement type is communicated, your sold-to business partners give you permission to fabricate goods or to buy raw materials up to a certain quantity level before they really need the goods. The essence of an authorization is that your sold-to business partners bear the risk if they do not need the goods. In other words, they must pay for the fabrication and/or raw materials, whether or not the goods are actually called-off.

Authorization quantities can only be calculated for schedules that are received in a material release.

For more information, refer to Sales schedule authorizations.

In the sales schedule procedure, cumulatives (CUMs) are used to monitor total cumulated quantities of sales schedules.

The following types of sales schedule cumulatives are available:

• Shipped CUM

  The total cumulated quantity that you shipped for a specific sales schedule.

• Received CUM

  The total cumulated quantity that your ship-to business partner received for a specific sales schedule.

• Invoiced CUM

  The total cumulated quantity that you invoiced for a specific sales schedule.

For nonreferenced sales schedules, cumulatives enable you to:

• Check and adjust the sales schedules for underdelivery and overdelivery.
• Monitor whether your business partner's received CUM matches with your shipped CUM. If not, the disputes can be solved.

LN:

• Does not check or adjust Material Release, referenced schedules, pick-up sheets, and delivery contracts for underdelivery or overdelivery.
• Only matches received CUMs with shipped CUMs for Material Release and Shipping Schedule.
• Does not calculate sales schedule cumulatives for Pick-up Sheet.

For more information, refer to

• Sales schedule cumulatives
• Adjusting sales schedules
• Reconciling sales schedules

To be able to actually process sales schedules, the sales schedules with the Created status must be approved. If a sales schedule is approved, it receives the Approved status.

If the Use Contracts for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session, LN creates a planned warehouse order when the sales schedule is approved.

For nonreferenced sales schedules, during the approval process:

• You can check and adjust the sales schedules for underdelivery and overdelivery.
• LN reconciles the sales schedule. Reconciling means checking whether your business partner's Received CUM matches with your Cumulative Shipped Quantity. If the CUMs do not match, disputes are generated that must be solved.

For more information, refer to:

• Approving sales schedules
• Planned warehouse orders
• Adjusting sales schedules
• Reconciling sales schedules

Approved sales schedules or planned warehouse orders must be released to Warehousing.

For more information, refer to Sales schedules and Warehousing.

If the items that are ordered with the sales schedule line or planned warehouse order are (partially) shipped, you can invoice the delivered goods. To send the invoice, you must release the sales schedule or planned warehouse order to Invoicing.

You can also release invoice correction records to Invoicing. For example, if shipped items are lost during shipment and you do not want your business partner to pay for these lost items.

For more information, refer to Sales schedules and Invoicing.

After the invoice for a sales schedule line is sent, the sales schedule line has the Invoiced status. You can process sales schedules whose lines have the Invoiced status using the Process Delivered Sales Schedules (tdsls3223m000) session.

For more information, refer to Processing and deleting sales schedules.