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<ManualTopic ID="/baanerp/td/onlinemanual/000353" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Purchase schedule cumulatives</Title>
		<Keyword><Level1>cumulatives</Level1>
		</Keyword>
		<Keyword><Level1>CUMs</Level1>
		</Keyword>
		<Keyword><Level1>puchase schedule</Level1>
		</Keyword>
	</Header>
	<AimSection><SectionTitle>General</SectionTitle>
		<List><ListIntro>If you use purchase schedules, <Link href="/baanerp/td/glossary/glossary#CumulaCUMs.td" role="glossary">cumulatives</Link> (CUMs) are used to:</ListIntro>
			<ListItem>Keep track of a schedule's total ordered quantity.</ListItem>
			<ListItem>Keep track of a schedule's total received quantity.</ListItem>
			<ListItem>Calculate overdeliveries and underdeliveries for <Link href="/baanerp/td/glossary/glossary#000334" role="glossary">push schedules</Link>.</ListItem>
			<ListItem>Inform the supplier on the received quantity.</ListItem>
		</List>
	</AimSection>
	<GeneralSection><SectionTitle>Cumulatives</SectionTitle>
		<Paragraph>In <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef>, four different CUMs are supported:</Paragraph>
		<List><ListItem><Link href="/baanerp/td/glossary/glossary#000005" role="glossary">Shipped cumulatives</Link>, which can be viewed in the <Link href="/baanerp/td/pur/tdpur3131m000" role="session">Shipped Cumulatives (tdpur3131m000)</Link> session.</ListItem>
			<ListItem><Link href="/baanerp/td/glossary/glossary#000006" role="glossary">Received cumulatives</Link>, which can be viewed in the <Link href="/baanerp/td/pur/tdpur3132m000" role="session">Received Cumulatives (tdpur3132m000)</Link> session.</ListItem>
			<ListItem><Link href="/baanerp/td/glossary/glossary#000004" role="glossary">Required cumulatives</Link>, which can be viewed in the <Link href="/baanerp/td/pur/tdpur3130m000" role="session">Required Cumulatives (tdpur3130m000)</Link> session.</ListItem>
			<ListItem><Link href="/baanerp/td/glossary/glossary#000007" role="glossary">Invoiced cumulatives</Link>, which can be viewed in the <Link href="/baanerp/td/pur/tdpur3133m000" role="session">Invoiced Cumulatives (tdpur3133m000)</Link> session.</ListItem>
		</List>
		<Paragraph>If a purchase schedule is released, SSA ERP inserts records in the previously mentioned sessions in the following order:</Paragraph>
		<ProcedureList><ListItem>A shipped cumulative record is inserted/updated as soon as an <Link href="/baanerp/wh/glossary/glossary#000308" role="glossary">advance shipment notice</Link> is received from the supplier. The shipped quantity communicated by the supplier is inserted.</ListItem>
			<ListItem>A received cumulative record is inserted/updated as soon as a <Link href="/baanerp/wh/glossary/glossary#000373" role="glossary">receipt</Link> is made in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. The actually received quantity is inserted.</ListItem>
			<ListItem>A required cumulative record is inserted/updated as soon as a receipt is confirmed in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. The total required quantity for the schedule line(s) is inserted.</ListItem>
			<ListItem>An invoiced cumulative record is inserted as soon as an <Link href="/baanerp/ci/glossary/glossary#000005" role="glossary">invoice</Link> is approved in <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef>.</ListItem>
		</ProcedureList>
		<Paragraph>In general, cumulatives are calculated and updated based on schedule number, <Link href="/baanerp/td/glossary/glossary#000350" role="glossary">CUM reset date</Link>, and transaction date, which can be the shipment date, receipt date, planned requirement date, or invoice date. The schedule number and the transaction date are determined at the moment the transaction takes place.</Paragraph>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>You can reset the cumulatives in the <Link href="/baanerp/td/pur/tdpur3230m000" role="session">Reset Cumulatives (tdpur3230m000)</Link> session.</Paragraph>
		</Note>
	</GeneralSection>
	<GeneralSection><SectionTitle>Cumulative models</SectionTitle>
		<Paragraph>Two cumulative models exist based on which the communicated cumulatives are used in a logistic company. In the <GUIRef href="/baanerp/td/pur/tdpur0100m300#tdpur000.cumm" role="field">Model for CUMs</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m300" role="session">Purchase Contract Parameters (tdpur0100m300)</GUIRef> session, you can select one of the following models:</Paragraph>
		<List><ListItem>Receipt based CUM model.</ListItem>
			<ListItem>Order based CUM model.</ListItem>
		</List>
		<Paragraph>In receipt based schedules, the supplier's position is taken into account. As a result, in case of an underdelivery, schedule lines with a planned requirement date that falls before the next <Link href="/baanerp/td/glossary/glossary#000355" role="glossary">schedule issue date</Link> are inserted as <Link href="/baanerp/td/glossary/glossary#000000000000014" role="glossary">immediate requirements</Link> in the <GUIRef href="/baanerp/td/pur/tdpur3522m000" role="session">Purchase Release Line - Details (tdpur3522m000)</GUIRef> session. Furthermore, the total received CUM is communicated to the supplier.</Paragraph>
		<Paragraph>Order based schedules are independent of the supplier's position. In case of an overdelivery or underdelivery, suppliers are responsible for calculating their position in relation to the demand. As a result, all ordered quantities are communicated to the supplier, after which the supplier subtracts the shipped quantity from the ordered quantity. To have more information on how the supplier handles underdeliveries and overdeliveries, refer to <Link href="/baanerp/td/onlinemanual/000370" role="manual">Sales schedule adjustment</Link>.</Paragraph>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>For push schedules, goods are usually received against a <Link href="/baanerp/td/glossary/glossary#000342" role="glossary">blanket warehouse order</Link> and the purchase release usually contains <Link href="/baanerp/td/glossary/glossary#000343" role="glossary">clustered</Link> schedule lines. In case of a receipt of goods, the goods are distributed over the schedule lines with the oldest unfulfilled requirement of the type Immediate or Firm. See also: <Link href="/baanerp/td/onlinemanual/000351" role="manual">Clustering purchase schedule lines</Link>.</Paragraph>
		</Note>
	</GeneralSection>
	<ExampleSection><SectionTitle>Example</SectionTitle>
		<Paragraph><Emphasis>Schedule Number 10000001:</Emphasis>
		</Paragraph>
		<TABLE border="1" width="100%"><TBODY><TR><TD>Requirement date</TD>
					<TD>Position no.</TD>
					<TD>Ordered Qty.</TD>
					<TD>Delivered Qty.</TD>
					<TD>Requirement type</TD>
					<TD>Price</TD>
				</TR>
				<TR><TD>11/01/2001</TD>
					<TD>10</TD>
					<TD>5 pieces</TD>
					<TD>0 pieces</TD>
					<TD>firm</TD>
					<TD>10</TD>
				</TR>
				<TR><TD>12/01/2001</TD>
					<TD>20</TD>
					<TD>5 pieces</TD>
					<TD>0 pieces</TD>
					<TD>firm</TD>
					<TD>10</TD>
				</TR>
				<TR><TD>13/01/2001</TD>
					<TD>30</TD>
					<TD>5 pieces</TD>
					<TD>0 pieces</TD>
					<TD>firm</TD>
					<TD>10</TD>
				</TR>
			</TBODY>
		</TABLE>
		<Paragraph>If, on 10 January 2001, a receipt is confirmed of seven pieces, receipt 0001, packing slip 001, the following steps are performed/ the following information is exchanged between the <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef> module and <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>:</Paragraph>
		<Paragraph>1. The purchase schedule lines are selected in the sequence of oldest unfulfilled requirement of the type Firm. This means that first receipts are booked on the requirement of 11 January 2001, then on the requirement of 12 January 2001, and so on. Receipts can be booked on schedule lines for a maximum of the ordered quantity. In our example, a receipt of seven pieces is booked as follows:</Paragraph>
		<List><ListItem>11 January 2001: although seven pieces are delivered, five pieces can be received on this line.</ListItem>
			<ListItem>12 January 2001: although the ordered quantity is five pieces, only two pieces of the actually delivered quantity are assigned to this line (five pieces are assigned to the schedule line of 11 January 2001, which is older). This means that this line is only <Link href="/baanerp/ti/glossary/glossary#PartiaDelive.ti" role="glossary">partially delivered</Link>.</ListItem>
		</List>
		<Paragraph>2. The purchase schedule lines are updated in the <GUIRef href="/baanerp/td/pur/tdpur3111m000" role="session">Purchase Schedule - Lines (tdpur3111m000)</GUIRef> session.</Paragraph>
		<TABLE border="1" width="100%"><TBODY><TR><TD>Requirement date</TD>
					<TD>Position no.</TD>
					<TD>Ordered Qty.</TD>
					<TD>Delivered Qty.</TD>
					<TD>Requirement type</TD>
					<TD>Price</TD>
				</TR>
				<TR><TD>11/01/2001</TD>
					<TD>10</TD>
					<TD>5 pieces</TD>
					<TD>5 pieces</TD>
					<TD>firm</TD>
					<TD>10</TD>
				</TR>
				<TR><TD>12/01/2001</TD>
					<TD>20</TD>
					<TD>5 pieces</TD>
					<TD>2 pieces</TD>
					<TD>firm</TD>
					<TD>10</TD>
				</TR>
				<TR><TD>13/01/2001</TD>
					<TD>30</TD>
					<TD>5 pieces</TD>
					<TD>0 pieces</TD>
					<TD>firm</TD>
					<TD>10</TD>
				</TR>
			</TBODY>
		</TABLE>
		<Paragraph>3. The receipt details are updated in the <GUIRef href="/baanerp/td/pur/tdpur3115m200" role="session">Purchase Schedule - Receipts (tdpur3115m200)</GUIRef> session.</Paragraph>
		<TABLE border="1" width="100%"><TBODY><TR><TD>Position no.</TD>
					<TD>Receipt no.</TD>
					<TD>Packing slip no.</TD>
					<TD>Delivered Qty.</TD>
					<TD>Approved Qty</TD>
					<TD>Rejected Qty</TD>
				</TR>
				<TR><TD>10</TD>
					<TD>RCP0001</TD>
					<TD>PS001</TD>
					<TD>5 pieces</TD>
					<TD>0</TD>
					<TD>0</TD>
				</TR>
				<TR><TD>20</TD>
					<TD>RCP0001</TD>
					<TD>PS001</TD>
					<TD>2 pieces</TD>
					<TD>0</TD>
					<TD>0</TD>
				</TR>
			</TBODY>
		</TABLE>
		<Paragraph>4. <Link href="/baanerp/wh/glossary/glossary#000012" role="glossary">Planned inventory transactions</Link> are updated in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>.</Paragraph>
		<TABLE border="1" width="100%"><TBODY><TR><TD>Position no.</TD>
					<TD>Delivery date</TD>
					<TD>Quantity</TD>
				</TR>
				<TR><TD>10</TD>
					<TD>11/01/2001</TD>
					<TD>0 pieces</TD>
				</TR>
				<TR><TD>20</TD>
					<TD>12/01/2001</TD>
					<TD>3 pieces</TD>
				</TR>
				<TR><TD>30</TD>
					<TD>13/01/2001</TD>
					<TD>5 pieces</TD>
				</TR>
			</TBODY>
		</TABLE>
		<Paragraph>5. The received cumulatives are updated in the <GUIRef href="/baanerp/td/pur/tdpur3132m000" role="session">Received Cumulatives (tdpur3132m000)</GUIRef> session.</Paragraph>
		<TABLE border="1" width="100%"><TBODY><TR><TD>Receipt no.</TD>
					<TD>Packing slip no.</TD>
					<TD>Transaction date</TD>
					<TD>Received quantity</TD>
					<TD>Received CUM</TD>
				</TR>
				<TR><TD>RCP0001</TD>
					<TD>PS001</TD>
					<TD>10/1/2001</TD>
					<TD>7</TD>
					<TD>7</TD>
				</TR>
			</TBODY>
		</TABLE>
		<Paragraph>6. The required cumulatives are updated in the <GUIRef href="/baanerp/td/pur/tdpur3130m000" role="session">Required Cumulatives (tdpur3130m000)</GUIRef> session.</Paragraph>
		<TABLE border="1" width="100%"><TBODY><TR><TD>Planned requirement date</TD>
					<TD>Required quantity</TD>
					<TD>Required CUM</TD>
				</TR>
				<TR><TD>11/01/2001</TD>
					<TD>5</TD>
					<TD>5</TD>
				</TR>
				<TR><TD>12/01/2001</TD>
					<TD>5</TD>
					<TD>10</TD>
				</TR>
			</TBODY>
		</TABLE>
	</ExampleSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000333" role="manual">Purchase schedule receipts</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000332" role="manual">Blanket warehousing orders</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000355" role="manual">Resetting purchase schedule cumulatives</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000035" role="manual">Planned inventory transactions</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
