Managing Purchase Delivery Schedules

Outcome

A purchase delivery schedule is created and printed.

The following files are updated:

• Delivery schedule prints (MPDEPR)
• Planned Purchase Order (MPOPLP)
• Purchase Order - Header (MPHEAD)
• Purchase Order - Line (MPLINE)
• Purchase Order Transactions (MPLIND)

The production of the items that are required in the future can be planned in order to meet demand.

Before you start

The parameters in Define Settings for Purchase Delivery Schedules must be defined.

Follow these steps

1. Demand

   You can create a demand for the delivery schedule item by entering the safety stock in 'Item. Connect Warehouse' (MMS002) or by creating a customer order in 'Customer Order. Open' (OIS100).

2. Agreement for Purchase Delivery Schedule

   An agreement regulates how and when the delivery schedule can be changed between the supplier and customer. Delivery schedules have three time limits: frozen, preliminary and forecast.

   Within the forecast time limit, both time and quantity can be changed. In the preliminary period, there can be rules or intervals that determine how quantity and time can be changed.

   Each agreement is connected to an agreement type. The agreement type controls the purchase delivery schedule. The status of the agreement must be set to 40. Agreements with other statuses cannot be used.

   The delivery schedule items are entered in 'Purchase Agreement. Open Lines' (PPS101). The line type should be 1 for an item.

   You can print agreement documents by selecting option 6 from 'Agreements. Open' (PPS100) or in 'Purchase Agreement. Print Document' (PPS530).

3. Purchase Order with Purchase Delivery Schedule

   A purchase order is created when the delivery schedule is created. Each line will be assigned a sequence number (a line number).

   Demand within the preliminary and the forecast time limits will create planned purchase orders. When the planned orders connected to a delivery scheduled item are released, they will be attached to the purchase order created from the delivery schedule.

   The status and action messages help determine the action for the planned purchase order.

4. Delivery Schedule

   There are two types of delivery schedules: rolling, which uses purchase order category 30, and time-limited, which uses purchase order category 40. Rolling agreements have no limitations on purchased quantities or the valid time intervals for purchases. When the allowed quantity is fully executed, the system searches for a new agreement number from which to continue the count.

   You can create delivery schedules manually in 'Delivery Schedule. Open' (PPS210). This can be the case if the customer does not use forecasting and wants to work with delivery schedules and inform the supplier about future demands.

   With delivery schedules, item number and quantity are used instead of purchase order and purchase order line number.

   You can print delivery schedules by selecting option F14 from 'Delivery Schedule. Open' (PPS210/B), to continue to 'Delivery Schedule. Print' (PPS615). You can also print a delivery schedule by directly displaying 'Delivery Schedule. Print' (PPS615).

   You can use the user-defined views in 'Delivery Schedule. Print' (PPS615) to create a default setup for your panel selections.

5. Goods Receipt

   The goods receiving flow is the same for purchase delivery schedules as for regular purchased items. The flow is set up on the goods receiving method which determines if quality control is required.

   When a delivery schedule item is received in 'Purchase Order. Receive Goods' (PPS300), only the item number and the quantity must be entered. The system automatically proposes the deduction of open lines in the age sequence.

   If the delivery schedule item is purchased from several suppliers, the correct supplier must be selected in the S panel of 'Purchase Order. Receive Goods' (PPS300/S).