Adjusting sales schedules
Before a non-referenced sales schedule is approved, you can check the sales schedule for underdelivery and overdelivery.
To adjust the incoming sales schedule requirements, execute one of the following:
- Run the Adjust Sales Schedules (tdsls3210m000) session.
- Run the Approve Sales Schedules (tdsls3211m000) session with the Adjust check box selected.
The calculation that takes place to identify an underdelivery or an overdelivery depends on the CUM model that you use. This CUM model is specified in the CUM Model used field of the Items - Sales Business Partner (tdisa0510m000) and/or Sales Contract Line Logistic Data (tdsls3102m000) session.
The following CUM models are available:
- Order Based
- Receipt Based
Order Based
If you have agreed with your business partner to use an Order Based CUM model, your business partner provides the Prior Required CUM when sending a new sales schedule requirement. Each time your business partner sends requirements, a new sales schedule revision number is created.
To determine an overdelivery or underdelivery for an Order Based CUM model, LN carries out the following calculation:
Total Adjustment Quantity = Cumulative Shipped Quantity - prior required CUM.If the result of this calculation is negative, you have shipped less than your business partner required. As a result, LN creates a new sales schedule line for the total adjustment quantity. The Requirement Type of this sales schedule line is Immediate.
If the result of this calculation is positive, you have shipped more than your business partner required. Therefore, LN decreases the required quantity of the next sales schedule line with the total adjustment quantity. If the sales schedule line's required quantity is decreased, the sales schedule line receives the Adjusted status. If the total adjustment quantity is equal to or higher than the required quantity of the next sales schedule line, LN cancels this sales schedule line, which therefore gets the Canceled status. LN keeps on canceling sales schedule lines and adjusting sales schedule line requirements until the total adjustment quantity is balanced. For more information on what happens with sales schedule lines that get a zero required quantity, refer to Zero required quantity for sales schedule lines.
Example
Next schedule issue date in Purchase Control: 18-09
| Date | 17-09 | 18-09 | 19-09 | 20-09 | 21-09 |
| Line Number | 1 | - | - | 2 | 3 |
| Ordered | 10 | - | - | 10 | 10 |
| Received | 10 | - | - | 10 | 0 |
| Still needed | - | - | - | - | 10 |
Because line number two is already received before the next schedule issue date, the quantity of 10 is put into inventory. Suppose the demand of 10 on 20-09 changes into a demand of 20 on 19-09, Enterprise Planning uses the 10 from inventory and adds another line with another 10:
| Date | 17-09 | 18-09 | 19-09 | 20-09 | 21-09 |
| Line Number | 1 | - | 4 | 2 | 3 |
| Ordered | 10 | - | 10 | 10 | 10 |
| Received | 10 | - | 0 | 10 | 0 |
| Still needed | - | - | 10 | - | 10 |
When Purchase Control communicates the quantities to Sales Control, the schedule line quantities that are delivered on or after the next issue date, and are therefore considered an overdelivery, are communicated in one line on the schedule issue date:
| Date | 17-09 | 18-09 | 19-09 | 20-09 | 21-09 |
| Ordered | - | 10 | 10 | - | 10 |
If in Sales Control, the total shipped quantity is 20, LN carries out the following calculation:
Total shipped CUM (20) - Prior required CUM (10) = 10.Sales Control adjusts the overdelivery as follows:
| Date | 17-09 | 18-09 | 19-09 | 20-09 | 21-09 |
| Ordered | - | - | 10 | - | 10 |
The required quantity of the first sales schedule line is adjusted, which was the delivered line from Purchase Control.
Receipt Based
If you have agreed with your business partner to use a Receipt Based CUM model, your business partner provides the Received CUM when sending a new requirement on the sales schedule. The Received CUM contains the sum of all quantities that your business partner previously received on the sales schedule. Each time your business partner sends requirements, a new sales schedule revision number is created.
To be able to determine an overdelivery or underdelivery for a Receipt Based CUM model, LN carries out the following calculation:
Total Adjustment Quantity = Cumulative Shipped Quantity - Received CUM.If the result of this calculation is positive, you have shipped more than your business partner received. As a result, LN assumes that the difference between the Cumulative Shipped Quantity and the Received CUM is in transit. Therefore, LN decreases the required quantity of the next sales schedule line with the total adjustment quantity. If the sales schedule line's required quantity is decreased, the sales schedule line receives the Adjusted status. If the total adjustment quantity is equal to or higher than the required quantity of the next sales schedule line, LN cancels this sales schedule line, which therefore gets the Canceled status. LN keeps on canceling sales schedule lines and adjusting sales schedule line requirements until the total adjustment quantity is balanced. For more information on what happens with sales schedule lines that get a zero required quantity, refer to Zero required quantity for sales schedule lines.
If the result of this calculation is negative, you have shipped less than your business partner received. In this case, LN does not adjust sales schedule lines, but adds a warning message on the report. The reason for this is that in a Receipt Based CUM model, your business partner is responsible for solving the difference (see also: Purchase schedule cumulatives). In this case, you can decide to create a Correction record in the Sales Schedule Invoice Lines (tdsls3140m200) session. For more information on invoice corrections, refer to Sales schedules and Invoicing.
After LN has carried out the adjustment process and the adjusted and newly created sales schedule lines are not yet approved, you can approve them in the Approve Sales Schedules (tdsls3211m000) session.