| # Purchase Schedule - Lines (tdpur3111m000) use.session.to view, maintain, or delete purchase schedule lines. Push schedule lines can be created either manually or automatically. Pull schedule lines can only be generated automatically. Note If you click the Show the attachments button, the Objects Links (dmcom8110m000) session starts in which you can link a document of any format to the purchase schedule line, or view the linked document(s). To maintain schedule lines You can only mantain schedule lines of non-referenced schedule in this session. On the Specific menu, you can change the schedule line's status with one of the following options: Create: A schedule line's status can be changed into Created, from the statuses Approved and Disapproved. Approve: A schedule line's status can be changed into Approved, from the statuses Created and Disapproved. Disapprove: A schedule line's status can be changed into Disapproved, from the statuses Approved and Created. Cancel: A schedule line's status can be changed into Canceled, from the statuses Created, Approved, Disapproved, and Order Generated. If you want to cancel a line for which a release is sent, the original line gets the status Canceled and a new release is created for the line to inform the supplier about the cancelation of the line. To delete schedule lines You cannot delete schedule lines with the statuses Partial Receipt, Final Receipt, or Invoiced. Processed schedule lines can only be deleted in the Delete Purchase Schedules (tdpur3224m000) session. Pull call-off schedules Pull call-off schedules are referenced schedule. At the moment of generating a purchase schedule line of the type pull call-off, if the schedule line is the first line of the pull call-off schedule, a warehousing order is generated. Otherwise, the new schedule line is added to the existing warehousing order. This process is automatic and requires no user interference. If the release type that is linked to the pull call-off schedule is Sequence Shipping Schedule, which you can define in the Schedule Release Detail field of the Purchase Contract Line Logistic Data (tdpur3102m000)/ Item - Purchase Business Partner (tdipu0110m000) session, the number of lines for each schedule can be enormous. For every item, a schedule line per call-off is generated. However, sequence details such as VIN number, line station, and so on, are not stored in the current session, but in the Sequence Shipping data (tdpur3517m000) session. To start this session, click Sequence Shipping data on the specific menu of the current session. See also: To create and update sequence shipping schedule lines. To log transactions Transactions are logged for purchase schedule lines, based on the parameter defined in the Transaction Time Fence field of the Purchase Contract Line Logistic Data (tdpur3102m000)/ Item - Purchase Business Partner (tdipu0110m000) session. See also: To log transactions for purchase schedule lines. Related topics Purchase schedules, basic data Push schedules Pull forecast schedules Pull call-off schedules Purchase schedule release types Planned Shipment Date planned shipment date The planned shipment date is important for schedules that are Shipment Based, as defaulted from the Shipment / Delivery field of the Purchase Schedules (tdpur3110m000) session. The planned shipment date is used to determine in which segment the schedule falls, and, consequently to cluster schedule lines and calculate a schedule line's requirement type. Note If the schedule is Delivery Based, you can calculate the planned shipment date from the planned delivery date. Related topics Clustering purchase schedule lines Segment sets Firm Planned If this check box is selected, during the next run of Enterprise Planning, the schedule line cannot be changed. Note If you click Release Firm on the specific menu of this session, you can change the schedule line's status from Firm Planned to Firm. Related topics Constraints for generating non-referenced purchase schedule lines Schedule Text If this check box is selected, a specific text with, for example, additional reference information is available. Transactions Logged If this check box is selected, transactions have been logged for the schedule line. Note Transactions are logged based on the value of the Transaction Time Fence field of the Purchase Contract Line Logistic Data (tdpur3102m000)/ Item - Purchase Business Partner (tdipu0110m000) session. Reference ID The unique identification of the call-off that is linked to a referenced schedule, retrieved from a supply system. The reference ID can be retrieved from one of the following supply systems: order controlled/SILS. order controlled/batch. kanban. time-phased order point. To generate schedule lines from Assembly Control (ASC): If the supply system is order controlled supply in line sequencing (SILS), a reference number/ID is generated in the Assembly Control (ASC) module, which represents a combination of Vehicle number (VIN), Line Station, and Assembly Kit. For this reason, a one-to-one relationship exists between the schedule line reference and the sequence shipping data, as stored in the Sequence Shipping data (tdpur3517m000) session. The reference ID is a unique field, which informs you about all items that must be packed together or that must be treated as a single entity. If the supply system is order controlled batch, in the Assembly Control (ASC) module, a reference ID is created for each material line. To generate schedule lines from Warehouse Management: If pull call-off schedule lines are generated from Warehouse Management, the reference ID is generated while creating the purchase schedule line. The reference ID stored in the current field is used as an individual reference for the pull call-off schedule line. Note If pull call-off schedule lines are generated from Warehouse Management, the generated reference ID is derived from the number group as entered in the Number Group for Call-offs field of the Purchase Contract Parameters (tdpur0100m300) session. Related topics Reference numbers in production synchronous schedules Purchase schedule receipts Buy-from Business Partner The buy-from business partner who is derived from the schedule header. Note This field cannot be changed on schedule line level. Ship-from BP The ship-from business partner who is derived from the schedule header. Note This field cannot be changed on schedule line level. Address The address of the ship-from business partner. Requirement Type The requirement type of the purchase schedule line. If the requirement type in which the schedule line falls changes as a result of regeneration, the requirement type is updated according to the new segment set. The new requirement type is then stored on the schedule line. Note For pull schedules of the type Call-off, no segment sets are used. The requirement type is always Firm. Allowed values Requirement Type Related topics Segment sets Purchase schedule release types Regenerate Schedules (tdpur3211m000) Contact The ship-from business partner's contact Warehouse The code of the warehouse where the goods must be delivered. You must fill this field in case of standard items. In case of cost items, service items, project subcontracting, and equipment items, this field must be left empty. Project and equipment items are delivered at te project's address. Address warehouse address Extra Intrastat Info Extra Intrastat info Related topics EU Intrastat reporting Planned Receipt Date planned delivery date The planned delivery date is important for schedules that are Delivery Based, as defaulted from the Shipment / Delivery field of the Purchase Schedules (tdpur3110m000) session. The planned delivery date is used to: Register planned inventory transactions. Determine in which segment the schedule falls, and, consequently to cluster schedule lines and calculate a schedule line's requirement type. Note If the schedule is Shipment Based, you can calculate the planned delivery date from the planned shipment date. Related topics Clustering purchase schedule lines Segment sets Planned inventory transactions Release The number of the purchase release. If this field is filled, a purchase release has already been sent to the supplier for this particular schedule line. Related topics Purchase releases Last ASN The most recent advance shipment notice (ASN) number, communicated by the supplier and received in Warehouse Management. Related topics Purchase schedule receipts Receipt The latest receipt number that identifies a receipt of goods on the schedule line. As soon as receipts are confirmed in Warehouse Management, this number is communicated to the Purchase Control module. Note You can have more than one receipt on a particular schedule line. To view partial receipt details for a schedule line, on the Specific menu, click Receipts. This command starts the Purchase Schedule - Receipts (tdpur3115m200) session, in which you can view all receipt quantities and receipt numbers for a particular schedule line. Related topics Purchase schedule receipts Blanket warehousing orders Receipt Date The latest receipt date of the goods. Note As soon as a receipt is confirmed in Warehouse Management, this number is communicated to the Purchase Control (PUR) module. Related topics Purchase schedule receipts Invoice Date invoice date Tax Exemption Certificate Text If this check box is selected, tax exemption certificate text is printed on the purchase schedule. Purchase Type purchase type Note A control account is defined for every purchase type. When purchase invoices are posted, baan retrieves the purchase type to determine the control account that must be used for posting. Related topics Control accounts To set up control accounts Tax Exempt If this check box is selected, tax exemption applies. Tax Country The country used for tax purposes. Related topics To set up tax codes by country Tax Code The tax code that applies to the purchase schedule line. Note The tax code that can be entered in this field can only be of the VAT kind. Related topics To set up tax codes by country Tax ID tax ID Related topics Overview of Indian tax handling Registration Number Sequence (Own) The sequence number assigned to your company's tax registration number. Use the browse arrow to select a sequence number from the Registration Numbers by Financial Company (tctax9140m00l) session. Note The registration number sequence (own) is populated by SSA ERP. Related topics Selection criteria for registration number Registration Number Sequence (Own) The tax registration number corresponding to the sequence number you select in the Registration Number Sequence(Own) field. BP Tax Country The country in which the business partner has the tax ID. Related topics To set up tax registration Registration Number Sequence (BP) The sequence number assigned to your business partner's tax registration number. Use the browse arrow to select a sequence number from the Registration Number by Business Partner (tctax4100m000) session. Note The registration number sequence (BP) is populated by SSA ERP. Related topics Selection criteria for registration number BP Tax ID The business partner's tax ID. Note The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, ERP uses the planned receipt date. Related topics To set up tax registration Tax Exempt Reason The code that represents the reason why the sold-to-business partner is exempt from sales tax in the specified jurisdiction. Note You can define reason codes of the type Tax Exemption in the Reasons (tcmcs0105m000) session. Related topics Overview of Indian tax handling Tax Exemption Certificate The tax exemption certificate number. The certificate number: Identifies the sold-to business partner's exempt status for the specified tax authority. Indicates that no tax is to be withheld by the buyer or the seller. A certificate number can indicate that the transaction is: Exempt from tax. Eligible for direct pay. A direct pay certificate number indicates that sales tax must not be withheld by the buy-from business partner. Instead, the tax is remitted directly from the buyer to the taxing jurisdiction. Note The tax authority assigns the exemption number to the business partner. If you select the Print Tax Exemption check box for the business partner's country in the Countries (tcmcs0110s000) session, you can print the exemption number on orders and invoices. baan only displays the tax exemption certificate number if you select a tax exempt reason code. You can only use the tax exemption functionality if the Use Tax Provider check box in the Tax Provider Parameters (tccom6150s000) session is cleared. Related topics Overview of Indian tax handling Schedule Quantity schedule quantity Schedule Quantity purchase unit Note The unit set in which the unit is stored must be linked to the item in the Item - General Defaults (tcibd0102s000) session. You can define units in the Units (tcmcs0101m000) session, unit sets in the Unit Sets (tcmcs0106m000) session, and units by unit set in the Units by Unit Set (tcmcs0112m000) session. Note A conversion factor must be linked to the item in the Conversion Factors (tcibd0103m000) session. If a contract is linked to the schedule, the unit defined in the Purchase Contract Lines (tdpur3101m000) session is used by default. If no contract is linked, baan uses the purchase unit that is specified in the Item - Purchase (tdipu0101m000) session. Related topics Units To use unit sets Schedule Quantity The schedule quantity converted to the inventory unit. Invoiced Quantity The invoiced quantity of all approved invoices linked to this schedule line, expressed in the inventory unit. Note If the Method of Calculating Average Purchase Price field in the Purchase Order Parameters (tdpur0100m400) session has the value Current Inventory, the current field is also filled when partial invoices are approved. The reason for this is to make correct calculations for the average purchase price. Invoiced Quantity The invoiced quantity of all approved invoices linked to this schedule line, expressed in the purchase unit. Invoice Amount The invoiced quantity times the purchase price of all approved invoices linked to this schedule line. Schedule Amount The currency in which the amounts on the purchase schedule are expressed. Note If the currency of the linked purchase contract price revision changes, the schedule currency is also changed. Schedule Line Amount The net purchase schedule line amount expressed in the purchase schedule's currency. The purchase schedule line amount is calculated as follows:
    Purchase schedule line quantity x price - discount.
If the purchase schedule is linked to a contract: Prices and discounts are defaulted from the linked Purchase Contract Price Revisions (tdpur3103m000) session. The Price Inquiry button is enabled. If you click Price Inquiry, the Price Inquiry (tdpcg0250m000) session starts in which you can view how the schedule line amount is calculated. Note If no contract is linked to the purchase schedule, the Price Inquiry button is disabled. Prices and discounts are retrieved from the Item Purchase Data module. Price purchase price If the business partner is an external business partner, prices and discounts are defaulted from the linked Purchase Contract Price Revisions (tdpur3103m000) session. Related topics To set up purchase contract price revisions Purchase contracts / purchase price unit Shipped Quantity The shipped quantity expressed in the purchase unit. Note This field is only filled if you use advance shipment notices. Related topics Purchase schedule receipts Shipped Quantity The shipped quantity expressed in the inventory unit. Note This field is only filled if you use advance shipment notices. Schedule Quantity inventory unit Received Quantity The actually delivered quantity of items on the purchase schedule line, expressed in the purchase unit. As soon as a receipt is confirmed/corrected in Warehouse Management, this quantity is updated in Purchase Control (PUR). Related topics Purchase schedule receipts Receipts on push schedule lines Received Quantity The actually delivered quantity of items on the purchase schedule line, expressed in the inventory unit. Approved Quantity The approved quantity on the schedule line, expressed in the purchase unit. If received goods must be inspected in a company, baan retrieves the approved quantity from the Warehouse Inspections (whinh3122m000) session. If received goods need not be inspected, this field is equal to the value of the Received Quantity field. Note In the Inspection field of the Purchase Contract Lines (tdpur3101m000) session and/or in the Inspection field of the Item - Purchase Business Partner (tdipu0110m000) session, you can define for a company whether goods must be inspected upon receipt. Related topics To approve and reject scheduled items Receipts on push schedule lines Purchase schedule receipts Blanket warehousing orders Approved Quantity The approved quantity on the schedule line, expressed in the inventory unit. Rejected Quantity The rejected quantity on the schedule line, expressed in the purchase unit. If received goods must be inspected in a company, baan retrieves the rejected quantity from the Warehouse Inspections (whinh3122m000) session. If received goods need not be inspected, this field is always 0. Note In the Inspection field of the Purchase Contract Lines (tdpur3101m000) session and/or in the Inspection field of the Item - Purchase Business Partner (tdipu0110m000) session, you can define for a company whether goods must be inspected upon receipt. Related topics To approve and reject scheduled items Receipts on push schedule lines Purchase schedule receipts Blanket warehousing orders Rejected Quantity The rejected quantity on the schedule line, expressed in the inventory unit. Received Amount Received Amount = Received Quantity x (Price - Discount Amount per Schedule Line). Project The code of the project for which the item is required. If you enter a project code in this field and click the button, you automatically zoom to the Project Related Data For Schedule (tdpur3111m100) session, from which you can select a project code. Note You can only enter TP projects in this field. PCS projects are not allowed. You can only enter a project code in this field for push schedules. Item item Buy-from Business Partner The buy-from business partner who is derived from the schedule header. Note This field cannot be changed on schedule line level. Schedule Position schedule position number Note For purchase schedule lines that are inserted manually, you can determine the default step size in the Step Size for Purchase Schedules field of the Purchase Contract Parameters (tdpur0100m300) session. For purchase schedules that are generated automatically, to avoid position numbers getting exhausted too soon, step size 1 is used. Frozen The freezing status of the schedule line. Note For an external business partner, you can determine the periods for which the requirements on the schedule lines are frozen in the following fields of the Purchase Contract Line Logistic Data (tdpur3102m000) session: Freezing Time Increase. Frozen Period (-). For an internal business partner, you can define these periods in the following fields of the Item - Purchase Business Partner (tdipu0110m000) session: Frozen Period for Increasing Qty. Frozen Period for Decreasing Qty. baan automatically fills in the field in the current session. To determine the value of this field, baan compares the dates on the schedule line with the period that is defined in the previously mentioned fields. Allowed values Frozen Period Related topics Constraints for generating non-referenced purchase schedule lines Status The schedule line's status. Allowed values Purchase Schedule Status Schedule The number of the purchase schedule. For pull schedules, the same schedule number can occur two times in the Purchase Schedules (tdpur3110m000) session. The first number represents the Pull Forecast schedule type and the second number represents the Pull Call-off schedule type. Note The schedule number is linked to the purchase order number group. You can determine the default number group for purchase orders in the Number Group for Purchase Orders field of the Purchase Order Parameters (tdpur0100m400) session. You can determine the default series for the purchase schedule number group in the following sessions: Purchase Offices (tdpur0112m000) User Profiles (tdpur0143m000) Related topics To use number groups and series Schedule Amount The cumulative order amount of all lines in a schedule after discounts are deducted. Note If a contract is linked to the schedule, prices and discounts are retrieved from the Purchase Contract Price Revisions (tdpur3103m000) session. Related topics To set up purchase contract price revisions Purchase Schedule Type The type of the purchase schedule. Allowed values Schedule Type Related topics Push schedules Pull forecast schedules Pull call-off schedules Sched Amnt (Home) The order balance expressed in the reference currency. Sched Amnt (Home) reference currency Item The item that is derived from the schedule header. Note This field cannot be changed on schedule line level. Status The purchase schedule's status. Allowed values Purchase Schedule Header Status Open Balance open balance Open Balance The currency in which the open balance is expressed. Origin The purchase schedule line's origin. Create Changes a purchase schedule line's status into Created. Approve Approves the schedule line. Disapprove Changes a purchase schedule line's status into Disapproved. Cancel Cancels the schedule line. Firm Planned If a schedule is made Firm Planned, during the next run of Enterprise Planning, the line cannot be changed. Release Firm If the Firm Planned check box is selected and you click Release Firm, the schedule line's status changes from Firm Planned to Firm. Price Inquiry Starts the Price Inquiry (tdpcg0250m000) session in which you can view how the schedule line amount is calculated. You can only start this session for purchase schedules that are linked to a purchase contract. Pegging Starts the Browse Order Pegging (cprrp00740m000) session. |