<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/cp/onlinemanual/000354" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sales schedules in Enterprise Planning</Title>
		<Keyword><Level1>Sales schedule</Level1>
		</Keyword>
		<Keyword><Level1>Schedule</Level1>
		</Keyword>
	</Header>
	<AimSection><Paragraph>In <GUIRef href="/baanerp/td" role="package">Order Management</GUIRef> you can use <Link href="/baanerp/td/glossary/glossary#SalesSchedu.td" role="glossary">sales schedules</Link> for customers who regularly place orders for a relatively long period. Sales schedules support long-term sales with frequent deliveries. In a sales schedule you can store all the requirements for a specific item that are sold to a certain <Link href="/baanerp/tc/glossary/glossary#BusinePartne.tc" role="glossary">business partner</Link>.</Paragraph>
		<List><ListIntro>A sales schedule consists of the following two parts:</ListIntro>
			<ListItem>A <Link href="/baanerp/td/glossary/glossary#000034" role="glossary">sequence shipping schedule</Link>: the confirmed part of the requirements. The shipping schedule contains detailed information about shipping times or delivery times and quantities of the ordered goods, and is defined on exact dates in a period, and for a relatively short period of time.</ListItem>
			<ListItem>A <Link href="/baanerp/td/glossary/glossary#MateriReleas.td" role="glossary">material release</Link>: the forecasted part for a total plan period.</ListItem>
		</List>
	</AimSection>
	<GeneralSection><SectionTitle>Sequence shipping schedule</SectionTitle>
		<Paragraph>Enterprise Planning handles <Link href="/baanerp/td/glossary/glossary#SalesOrder.td" role="glossary">sales orders</Link> that result from a sales schedule as normal sales orders and stores requirements that originate from the shipping schedule part as sales schedule orders of the <GUIRef href="/baanerp/tc/domains/kotr#requirement" role="enum" Update="No">Planned Issue</GUIRef> transaction type in the <GUIRef href="/baanerp/wh/inp/whinp1500m000" role="session">Planned Inventory Transactions (whinp1500m000)</GUIRef> session.</Paragraph>
		<Paragraph>In Enterprise Planning, the shipping schedule part of the sales schedule is stored as <Link href="/baanerp/cp/glossary/glossary#000112" role="glossary">customer order</Link> in the <GUIRef href="/baanerp/cp/rmp/cprmp2101m000" role="session">Item Master Plan (cprmp2101m000)</GUIRef> session, and it is consumed from the forecast. In the <GUIRef href="/baanerp/cp/rrp/cprrp0520m000" role="session">Item Order Plan (cprrp0520m000)</GUIRef> session, you can see the shipping schedule part as <Link href="/baanerp/cp/glossary/glossary#000050" role="glossary">planned orders</Link> of type sales schedule.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Material Release</SectionTitle>
		<Paragraph>Enterprise Planning stores the requirements that originate from the material release part of the sales schedule in the <GUIRef href="/baanerp/cp/rmp/cprmp2101m000#cprmp300.unco" role="formfield">Unconfirm. Cust.Ord.</GUIRef> field of the <GUIRef href="/baanerp/cp/rmp/cprmp2101m000" role="session">Item Master Plan (cprmp2101m000)</GUIRef> session. These requirements do not affect the planning process of Enterprise Planning, and are only displayed to show which part of the customer orders is not yet confirmed. In the <GUIRef href="/baanerp/cp/rrp/cprrp0520m000" role="session">Item Order Plan (cprrp0520m000)</GUIRef> session, Enterprise Planning shows the sales requirements of the material release part of the sales schedule as sales schedule forecast.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Master planning and order planning</SectionTitle>
		<Paragraph>When you update or simulate the <Link href="/baanerp/cp/glossary/glossary#000019" role="glossary">item master plan</Link> or the <Link href="/baanerp/cp/glossary/glossary#000370" role="glossary">item order plan</Link>, Enterprise Planning reads goods flow data from the <GUIRef href="/baanerp/wh/inp/whinp1500m000" role="session">Planned Inventory Transactions (whinp1500m000)</GUIRef> session to take into account sales quantities of the shipping schedule. To take into account sales quantities related to the material release of the sales schedule, Enterprise Planning reads the schedules with schedule type material release in the <GUIRef href="/baanerp/td/sls/tdsls3111m000" role="session">Sales Schedules (tdsls3111m000)</GUIRef> session of <GUIRef href="/baanerp/td" role="package">Order Management</GUIRef>.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>ATP updates</SectionTitle>
		<Paragraph>If order quantities or (delivery) dates in the shipping schedule or in the material release change, and you selected the <GUIRef href="/baanerp/cp/rpd/cprpd0100m000#cprpd000.onat" role="formfield">Online ATP Update in EP</GUIRef> check box in the <GUIRef href="/baanerp/cp/rpd/cprpd0100m000" role="session">EP Parameters (cprpd0100m000)</GUIRef> session, SSA ERP performs an ATP update for the item. This update is similar to the ATP update that Enterprise Planning carries out if anything changes in planned receipts or planned issues in the <GUIRef href="/baanerp/wh/inp/whinp1500m000" role="session">Planned Inventory Transactions (whinp1500m000)</GUIRef> session. Enterprise Planning checks the acceptance of sales orders against the actual ATP value.</Paragraph>
		<Paragraph>In case of changes, Enterprise Planning also sets two new <Link href="/baanerp/cp/glossary/glossary#000079" role="glossary">net change dates</Link>, so that changes are taken into account during a planning run:</Paragraph>
		<List><ListItem>The net change date in the <GUIRef href="/baanerp/tc/ibd/tcibd2100s000" role="session">Item - Ordering (tcibd2100s000)</GUIRef> session. This is the date from which on Enterprise Planning must take into account changes in the shipping schedule.</ListItem>
			<ListItem>The net change date in the <GUIRef href="/baanerp/cp/rpd/cprpd1100m000" role="session">Items - Planning (cprpd1100m000)</GUIRef> session. This is the date from which on Enterprise Planning must consider all other changes.</ListItem>
		</List>
		<Paragraph>To perform an ATP update and to set new net change dates, Enterprise Planning reads goods flow data of the item. Enterprise Planning receives the dates and quantities that relate to the shipping schedule from the <GUIRef href="/baanerp/wh/inp" role="module">Inventory Planning</GUIRef> module in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>.</Paragraph>
		<Paragraph>To perform an ATP update for changes in the material release part of the shipping schedule, Enterprise Planning receives data about the quantity and date for which sales requirements are needed from the Sales Control (SLS) module of <GUIRef href="/baanerp/td" role="package">Order Management</GUIRef>.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Overlapping material release schedules: Extrapolation</SectionTitle>
		<Paragraph>Enterprise Planning receives the sales requirements related to the shipping schedule for a specific date from the <GUIRef href="/baanerp/wh/inp" role="module">Inventory Planning</GUIRef> module, whereas it receives the sales requirements related to the material release as one quantity from the <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef> module. Shipping schedules usually end in the middle of a <Link href="/baanerp/cp/glossary/glossary#000109" role="glossary">plan period</Link> and, as a result, an overlap exists between the shipping schedule and the material release in a specific plan period. For this reason, SSA ERP distinguishes between material release schedules that overlap a shipping schedule, and material release schedules that do not overlap.</Paragraph>
		<Paragraph>For material releases that overlap a shipping schedule, the <GUIRef href="/baanerp/td/sls" role="manual">Sales Control</GUIRef> module in <GUIRef href="/baanerp/td" role="package">Order Management</GUIRef> uses the extrapolation method to determine sales quantities for the days that are not filled with sales requirements that originate from the shipping schedule. The way in which SSA ERP extrapolates these quantities depends on whether or not you selected the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.lest" role="formfield">Linear Estimate</GUIRef> check box in the <GUIRef href="/baanerp/td/isa/tdisa0110s000" role="session">Item - Sales Business Partner (tdisa0110s000)</GUIRef> session:</Paragraph>
		<List><ListItem>If you clear the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.lest" role="formfield">Linear Estimate</GUIRef> check box, SSA ERP subtracts the sales quantities of the shipping schedule from those of the material release for a certain plan period. Next, SSA ERP divides the resulting quantity over the days in the plan period that are not covered by shipping schedule quantities.</ListItem>
			<ListItem>If you select the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.lest" role="formfield">Linear Estimate</GUIRef> check box, SSA ERP divides the material release quantity by the number of days in the plan period. Next, SSA ERP fills the days in the plan period that do not have shipping schedule quantities with the resulting value.</ListItem>
		</List>
		<Paragraph>In the plan periods where the material release does not overlap the shipping schedule, the <GUIRef href="/baanerp/td/sls" role="manual">Sales Control</GUIRef> module of <GUIRef href="/baanerp/td" role="package">Order Management</GUIRef> sends the total quantity of the material release to Enterprise Planning when it carries out an ATP check.</Paragraph>
		<Paragraph>Another check box that plays an important role in the extrapolation process, is the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.adsd" role="formfield">Accumulate Demand On Start Date Of The Period</GUIRef> check box in the <GUIRef href="/baanerp/td/isa/tdisa0110s000" role="session">Item - Sales Business Partner (tdisa0110s000)</GUIRef> session:</Paragraph>
		<List><ListItem>If you select the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.adsd" role="formfield">Accumulate Demand On Start Date Of The Period</GUIRef>, SSA ERP fills the first day of the plan period with the total quantity of the material release part of the sales schedule.</ListItem>
			<ListItem>If you clear the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.adsd" role="formfield">Accumulate Demand On Start Date Of The Period</GUIRef> check box, SSA ERP spreads the total quantity of the material release over the number of days of the plan period.</ListItem>
		</List>
	</GeneralSection>
	<ExampleSection><SectionTitle>Example 1</SectionTitle>
		<TABLE border="1"><TBODY><TR><TD>Check box</TD>
					<TD></TD>
				</TR>
				<TR><TD>Linear Estimate</TD>
					<TD>selected</TD>
				</TR>
				<TR><TD>Accumulate Demand on Start Date of the Period</TD>
					<TD>selected</TD>
				</TR>
			</TBODY>
		</TABLE>
		<Figure><HTML:IMG SRC="../images/tr_graph_000354a.gif" height="252" width="720" xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40"/></Figure>
		<Paragraph>In week 1, a material release takes place, but the entire period is filled by the shipping schedule, and Enterprise Planning only takes into account the shipping schedule.</Paragraph>
		<Paragraph>In week 2, an overlap occurs: the week is not completely filled by the shipping schedule, so the remaining days are filled by the material release. Because the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.lest" role="formfield">Linear Estimate</GUIRef> check box is selected, SSA ERP extrapolates the quantity of the material release to the number of days in the period (50 : 5 = 10). The days that are not filled by the shipping schedule, receive the extrapolated quantity (10).</Paragraph>
		<Paragraph>Week 3 only contains material release, and SSA ERP takes into account the related quantity. The first day of week 3 is filled with the total quantity of the material release, because the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.adsd" role="formfield">Accumulate Demand On Start Date Of The Period</GUIRef> check box is selected.</Paragraph>
	</ExampleSection>
	<ExampleSection><SectionTitle>Example 2</SectionTitle>
		<TABLE border="1"><TBODY><TR><TD>Check box</TD>
					<TD></TD>
				</TR>
				<TR><TD>Linear Estimate</TD>
					<TD>cleared</TD>
				</TR>
				<TR><TD>Accumulate Demand on Start Date of the Period</TD>
					<TD>cleared</TD>
				</TR>
			</TBODY>
		</TABLE>
		<Figure><HTML:IMG SRC="../images/tr_graph_000354b.gif" height="252" width="720" xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40"/></Figure>
		<Paragraph>SSA ERP now distributes the material release in week 2 without linear estimate, because the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.lest" role="formfield">Linear Estimate</GUIRef> check box is not selected. As a result, the <GUIRef href="/baanerp/td/sls" role="manual">Sales Control</GUIRef> module of <GUIRef href="/baanerp/td" role="package">Order Management</GUIRef> subtracts the shipping schedule quantity from the total material release quantity for the period, and divides the resulting quantity over the number of days that are not filled by shipping schedule quantities.</Paragraph>
		<Paragraph>In week 3, SSA ERP equally spreads the total quantity of the material release over the number of days in the period, because you did not select the <GUIRef href="/baanerp/td/isa/tdisa0110s000#tdisa010.adsd" role="formfield">Accumulate Demand On Start Date Of The Period</GUIRef> check box.</Paragraph>
	</ExampleSection>
	<ExampleSection><SectionTitle>Example 3</SectionTitle>
		<TABLE border="1"><TBODY><TR><TD>Check box</TD>
					<TD></TD>
				</TR>
				<TR><TD>Linear Estimate</TD>
					<TD>cleared</TD>
				</TR>
				<TR><TD>Accumulate Demand on Start Date of the Period</TD>
					<TD>cleared</TD>
				</TR>
			</TBODY>
		</TABLE>
		<Paragraph>The following example shows what happens if the quantity of the material release changes from 50 to 60 in week 2.</Paragraph>
		<Figure><HTML:IMG SRC="../images/tr_graph_000354c.gif" height="252" width="720" xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40"/></Figure>
		<Paragraph>In week 2, the remaining quantity for each day that is not covered by the shipping schedule is now 13 (60 - 12 - 9 = 13). The Sales Control (SLS) module of <GUIRef href="/baanerp/td" role="package">Order Management</GUIRef> informs Enterprise Planning that three material release quantities increase, and Enterprise Planning subsequently reduces the ATP values.</Paragraph>
	</ExampleSection>
	<ExampleSection><SectionTitle>Example 4</SectionTitle>
		<Paragraph>The following example shows what happens if the quantity of the shipping schedule changes on a specific day.</Paragraph>
		<TABLE border="1"><TBODY><TR><TD>Check box</TD>
					<TD></TD>
				</TR>
				<TR><TD>Linear Estimate</TD>
					<TD>cleared</TD>
				</TR>
				<TR><TD>Accumulate Demand on Start Date of the Period</TD>
					<TD>cleared</TD>
				</TR>
			</TBODY>
		</TABLE>
		<Figure><HTML:IMG SRC="../images/tr_graph_000354d.gif" height="252" width="720" xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40"/></Figure>
		<Paragraph>The quantity of the shipping schedule on day 2 of week 2 changes from nine to 15. This change results in a change of the <GUIRef href="/baanerp/wh/inp/whinp1500m000" role="session">Planned Inventory Transactions (whinp1500m000)</GUIRef> session, which is sent to Enterprise Planning for the ATP update.</Paragraph>
		<Paragraph>Obviously, changes in the shipping schedule quantities also affect the material release for week 2. The new quantity for the remaining material release in week 2 in the example is 33 (60 - 12 - 15 = 33). The quantity for each of the remaining three days is then 11. The Sales Control (SLS) module in <GUIRef href="/baanerp/td" role="package">Order Management</GUIRef> communicates this change to Enterprise Planning, which consequently increases the ATP figures.</Paragraph>
	</ExampleSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000374" role="manual">Sales schedules and Enterprise Planning</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/cp/onlinemanual/000078" role="manual">Purchase schedules and Enterprise Planning</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
