| # Sales schedule procedure The main sales schedule procedure consists of the following parts: To create and update sales releases. To create and update sales schedules. To determine and use sales schedule authorizations. To determine and use sales schedule cumulatives. To approve sales schedules. To release sales schedules or planned warehouse orders to Warehousing. To release sales schedules or planned warehouse orders to Invoicing. To process sales schedules. Step 1. To create and update sales releases 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 are usually received by electronic data interchange (EDI), but can also be received by a Business Object Document (BOD) or can be manually entered. The schedule requirements in a sales release represent a customer's external view. For more information, refer to Sales releases. Step 2. To create and update sales schedules Sales schedule requirements can be manually processed into sales schedules in the Process Sales Releases (tdsls3208m000) session, or can be automatically processed if the Automaticallly Process Sales Schedule Releases check box is selected in the Sold-to Business Partner (tccom4110s000) session. You can also manually enter 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 non-referenced schedules, schedule updates are handled by sales schedule revision numbers. For referenced schedules, schedule updates can be handled by just updating the schedule or by inserting new 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 the following 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 Step 3. To determine and use sales schedule authorizations 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. Step 4. To determine and use sales schedule cumulatives 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 non-referenced 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 Releases, referenced schedules, pick-up sheets, and delivery contracts for underdelivery or overdelivery. Only matches received CUMs with shipped CUMs for Material Releases and Shipping Schedules. Does not calculate sales schedule cumulatives for Pick-up Sheets. For more information, refer to Sales schedule cumulatives Adjusting sales schedules Reconciling sales schedules Step 5. To approve 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 Contract Parameters (tdsls0100s300) session, when the sales schedule is approved, LN creates a planned warehouse order. For non-referenced 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 Step 6. To release sales schedules to Warehousing Approved sales schedules or planned warehouse orders must be released to Warehousing. For more information, refer to Sales schedules and Warehousing. Step 7. To release sales schedules to Invoicing 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 be able 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. Step 8. To process sales schedules If 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. Use the Process Delivered Sales Schedules (tdsls3223m000) session to process sales schedules. For more information, refer to Processing and deleting sales schedules. Note If the relation with a business partner for an item has come to an end or if you want to change the logistic agreements between you and your business partner, you can terminate the sales schedule. For more information, refer to Terminating sales schedules. Related topics Overview of sales schedule handling EDI and sales schedules Sales releases Referenced sales schedules Pick-up sheets Automatic sales schedule processing Sales contracts - overview Scheduled requirements for a sales contract Sales schedule authorizations Sales schedule cumulatives Approving sales schedules Planned warehouse orders Sales schedules and Warehousing Sales schedules and Invoicing Processing and deleting sales schedules Terminating sales schedules |