| # 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. It depends on the type of schedule how you can approve sales schedules. Approving referenced schedules If the sales schedule is a referenced schedule, the sales schedule line can be automatically or manually approved. Automatic approval Select the Automatically Approve Referenced Sales Schedules check box in the following sessions: Schedule Terms and Conditions (tctrm1131m000) This session is checked if the sales schedule is based on a sales contract with a linked terms and conditions agreement. Sales Contract Line Logistic Data (tdsls3102m000) This session is checked if the sales schedule is based on a sales contract. Items - Sales Business Partner (tdisa0510m000) This session is checked if the sales schedule is based on item and sales business partner information. Note The Use Contracts for Schedules check box in the Sales Contract Parameters (tdsls0100s300) session determines whether the sales schedule must be linked to a sales contract. LN immediately approves each referenced sales schedule line separately when it is created. Manual approval If the Automatically Approve Referenced Sales Schedules check box is cleared, you can approve a referenced sales schedule: By sales schedule header, in the Approve Sales Schedules (tdsls3211m000) session, or from the appropriate menu of the Sales Schedules (tdsls3111m000) session. By pick-up sheet, in the Approve Pick-up Sheets (tdsls3211m200) session, or from the appropriate menu of the Pick-up Sheets (tdsls3107m100) session. By sales schedule line, from the appropriate menu of the Sales Schedule Lines (tdsls3107m000) session. In this case, you can approve a referenced schedule, reference by reference. For more information on referenced sales schedules, refer to Referenced sales schedules. Approving non-referenced schedules If the sales schedule is a non-referenced schedule, the sales schedule line can be automatically or manually approved. Automatic approval If the sales schedule is based on a sales contract with a linked terms and conditions agreement and if, in the Schedule Terms and Conditions (tctrm1131m000) session, the Automatically Approve Non-referenced Sales Schedules check box is selected for the terms and conditions agreement, sales schedule approval is automatically executed. Manual approval By sales schedule header, in the Approve Sales Schedules (tdsls3211m000) session. From the appropriate menu of the Sales Schedules (tdsls3111m000) session. For non-referenced sales schedules, during the approval process: You can optionally check and adjust the sales schedules for underdelivery and overdelivery. Sales schedules can be reconciled. 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 on: Adjusting sales schedules, refer to Adjusting sales schedules. Reconciling sales schedules, refer to Reconciling sales schedules. Approval process The requirement on the sales schedule line determines the actions LN takes when you approve a sales schedule. Immediate or Firm If you approve a sales schedule line and the Requirement Type is Immediate or Firm: LN creates planned inventory transactions in the Planned Inventory Transactions (whinp1500m000) session. LN updates the available-to-promise in the Item Master Plan (cprmp2101m000) session. For more information on updating the ATP, refer to Sales schedules and Enterprise Planning. And the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, a planned warehouse order is automatically generated or updated. For more information, refer to Planned warehouse orders. And no price is entered in the Sales Schedule Lines (tdsls3107m000) session, LN searches for a sales contract to be linked to the sales schedule line. If an Active normal contract is available for the item, sold-to BP, ship-to BP, and sales office combination, LN links this sales contract to the sales schedule line and uses the sales contract prices and discounts for the sales schedule. If no sales contract can be linked, LN uses the prices and discounts as specified in the Pricing module. To retrieve the correct price at the right moment, LN uses the Start Date from the Sales Schedule Lines (tdsls3107m000) session. If no price is specified in Pricing, LN retrieves the price from the Items - Sales (tdisa0501m000) session. LN updates the sales contract line's Called Quantity if a sales contract is linked to the sales schedule line. LN creates history for the sales schedule and sales schedule lines, which you can view in the Sales Order/Schedule History (tdsls5505m000) session. LN updates Quality on what is expected to be inspected. And a sales schedule reconciliation record with the Dispute status exists for that sales schedule in the Sales Schedule Reconciliation (tdsls3131m000) session, LN prints a warning message on the approval report. For more information on handling shipped CUM records with the Dispute status, refer to Reconciling sales schedules. LN updates the business partner's open balance, which you can view in the Sales Schedule Lines (tdsls3107m000) session. Planned If you approve a sales schedule line and the Requirement Type is Planned: LN updates the available-to-promise in the Item Master Plan (cprmp2101m000) session. For more information on updating the ATP, refer to Sales schedules and Enterprise Planning. LN updates the Unconfirm. Cust.Ord. quantity in the Item Master Plan (cprmp2101m000) session. LN creates FAB/RAW authorizations in the FAB/RAW Authorizations (tdsls3134m000) session. And a sales schedule reconciliation record with the Dispute status exists for that sales schedule in the Sales Schedule Reconciliation (tdsls3131m000) session, LN prints a warning message on the approval report. Note You can undo the approval of the sales schedule. If you do so, the results of the approval process are deleted and the sales schedule's status is set to Created. To undo the approval of the last sales schedule revision, on the appropriate menu of the Sales Schedules (tdsls3111m000) session, click Restore Schedule. However, you cannot use this functionality if you use planned warehouse orders. If the Use Confirmation check box is selected in the Sold-to Business Partner (tccom4110s000) session, you cannot approve sales schedules before the Confirmed Quantity and Confirmation Date fields are filled on the sales schedule line(s). Related topics Sales schedules and Enterprise Planning Sales schedule procedure Sales contracts - overview Automatic sales schedule processing Planned warehouse orders |