| Sales schedules and Enterprise Planning |  |
| In Order Management you can use sales schedules for customers who place orders on a regular base and for a relatively long period. If a sales schedule is approved, sales requirements are stored in Enterprise Planning. Enterprise Planning handles sales schedules as normal sales orders To handle sales schedule requirements in Enterprise Planning After a sales schedules is approved, it depends on the type of schedule how Enterprise Planning handles the sales requirements. Shipping schedules (SS) and sequence shipping schedules (SSS) If you approve a Shipping Schedule or Sequence Shipping Schedule, ERP LN stores the sales requirements in: The Planned Inventory Transactions (whinp1500m000) session as a planned inventory transaction of type Sales Schedule. The Item Master Plan (cprmp2101m000) session as a customer order. The Item Order Plan (cprrp0520m000) session as an order of type Sales Schedule. Material releases (MR) If you approve a Material Release, ERP LN stores the sales requirements for the related item in the following fields of the Item Master Plan (cprmp2101m000) session: Customer Orders Unconfirmed Customer Orders Customer orders for the item represent normal sales order plus the shipping schedule part of the sales schedule. In Enterprise Planning, customer orders are added to the demand for the item, and consumed from the forecast. Sales requirements that originate from a Material Release end up as unconfirmed customer orders in the item master plan. These requirements do not affect the planning in Enterprise Planning and are only displayed to show which part of the customer orders is not yet confirmed. In the Item Order Plan (cprrp0520m000) session, you can view the sales requirements of a Material Release as sales schedule forecast. Master planning and order planning When you update or simulate the master plan or the order plan, ERP LN takes into account the required quantities of sales schedules. ERP LN retrieves: The planned quantities for a Shipping Schedule or Sequence Shipping Schedule from the Planned Inventory Transactions (whinp1500m000) session. The quantities for a Material Release from the Sales Schedule - Lines (tdsls3107m000) session. Change of quantity and dates If order quantities or (delivery) dates of a sales schedule change, and the Online ATP Update in EP check box is selected in the EP Parameters (cprpd0100m000) session, Enterprise Planning 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 Planned Inventory Transactions (whinp1500m000) session. In case of changes, Enterprise Planning also sets the following new net change dates, so changes are taken into account during a planning run: The net change date in the Item - Ordering (tcibd2100s000) session. Starting from this date, Enterprise Planning must take into account changes in the Shipping Schedule or Sequence Shipping Schedule. The net change date in the Items - Planning (cprpd1100m000) session. Starting from this date, Enterprise Planning must consider all other changes. To update the ATP and to set new net change dates, Enterprise Planning reads goods-flow data of the item. Enterprise Planning retrieves: The quantities required for a specific date from the Planned Inventory Transactions (whinp1500m000) session, if the sales schedule is a Shipping Schedule or Sequence Shipping Schedule. The quantities required for a specific plan period from the Sales Schedule - Lines (tdsls3107m000) session if the sales schedules is a Material Release. To retrieve required quantities for a plan period If an ATP check is carried out, a Shipping Schedule or Sequence Shipping Schedule can end in the middle of a plan period. As a result, an overlap exists between the Shipping Schedule or Sequence Shipping Schedule and the Material Release in that specific plan period. For this reason, ERP LN distinguishes between a Material Release that overlaps a Shipping Schedule or Sequence Shipping Schedule, and a Material Release that does not. To determine sales quantities for a material release that overlaps a (sequence) shipping schedule For a Material Release that overlaps a Shipping Schedule or Sequence Shipping Schedule in a plan period, ERP LN uses the Linear Estimate parameter in the Items - Sales Business Partner (tdisa0510m000) session to determine the sales quantities for the days that are not filled with sales requirements from a Shipping Schedule or Sequence Shipping Schedule. If the Linear Estimate check box in the Items - Sales Business Partner (tdisa0510m000) session is: Cleared, ERP LN subtracts the sales quantities of the Shipping Schedule or Sequence Shipping Schedule from the Material Release quantity for a certain plan period, and divides the resulting quantity over the days in the period that are not covered by Shipping Schedule or Sequence Shipping Schedule quantities. Selected, ERP LN divides the Material Release quantity by the number of days in the plan period, and fills the days in the plan period that do not have Shipping Schedule or Sequence Shipping Schedule quantities with the resulting value. To determine sales quantities for a material release that does not overlap a (sequence) shipping schedule For a Material Release that does not overlap a Shipping Schedule or Sequence Shipping Schedule in a plan period, ERP LN retrieves the total required quantity for the plan period from the Sales Schedule - Lines (tdsls3107m000) session. The Accumulate Demand On Start Date Of The Period parameter in the Items - Sales Business Partner (tdisa0510m000) session then determines whether or not the demand is accumulated. If the Accumulate Demand On Start Date Of The Period check box in the Items - Sales Business Partner (tdisa0510m000) session is: Selected, Enterprise Planning fills the first day of the plan period with the total quantity of the Material Release. Cleared, Enterprise Planning spreads the total quantity of the Material Release over the number of days of the plan period. Examples The following examples explain the use of the Linear Estimate check box and the Accumulate Demand On Start Date Of The Period check box in the Items - Sales Business Partner (tdisa0510m000) session. Example 1 The Linear Estimate check box and the Accumulate Demand On Start Date Of The Period check box are both selected.
- | Week 1 | Week 2 | Week 3
Day | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ---
MR | - | - | 50 | - | - | - | - | 50 | - | - | - | - | 50 | - | -
(S)SS | 10 | 9 | 8 | 12 | 10 | 12 | 9 | - | - | - | - | - | - | - | -
Planning | 10 | 9 | 8 | 12 | 10 | 12 | 9 | 10 | 10 | 10 | 50 | - | - | - | -
Week 1 A material release exists, but the entire period is filled by the shipping schedule. Enterprise Planning only takes into account the shipping schedule. Week 2 An overlap exists between the material release and the shipping schedule. Because the week is not completely filled by the shipping schedule, the remaining days are filled by the material release. Because the Linear Estimate check box is selected, ERP LN 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). Week 3 Only a material release exists and Enterprise Planning takes into account the related quantity. The first day of week 3 is filled with the total quantity of the material release, because the Accumulate Demand On Start Date Of The Period check box is selected. Example 2 The Linear Estimate check box and the Accumulate Demand On Start Date Of The Period check box are both cleared.
- | Week 1 | Week 2 | Week 3
Day | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ---
MR | - | - | 50 | - | - | - | - | 50 | - | - | - | - | 50 | - | -
(S)SS | 10 | 9 | 8 | 12 | 10 | 12 | 9 | - | - | - | - | - | - | - | -
Planning | 10 | 9 | 8 | 12 | 10 | 12 | 9 | 10 | 10 | 9 | 10 | 10 | 10 | 10 | 10
ERP LN now distributes the material release in week 2 without linear estimate (the Linear Estimate check box is cleared). This means that ERP LN 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. In week 3, ERP LN equally spreads the total quantity of the material release over the number of days in the period, because the Accumulate Demand On Start Date Of The Period check box is cleared. Example 3 This example shows what happens if the quantity of the material release changes from 50 to 60. In this example, the Linear Estimate check box is cleared.
- | Week 1 | Week 2 | Week 3
Day | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ---
MR | - | - | 50 | - | - | - | 50 | –> | 60 | - | - | - | 50 | - | -
(S)SS | 10 | 9 | 8 | 12 | 10 | 12 | 9 | - | - | - | - | - | - | - | -
Update | - | - | - | - | - | - | - | +3 | +3 | +4 | - | - | - | - | -
Planning | 10 | 9 | 8 | 12 | 10 | 12 | 9 | 13 | 13 | 13 | 10 | 10 | 10 | 10 | 10
Because the Linear Estimate check box is cleared, the remaining quantity for each day that is not covered by the shipping schedule is now 13 in week 2. This quantity is calculated as follows:
    ((60 - 12 - 9)	/ 3 = 13)
Because planned quantities are increased, Enterprise Planning decreases the ATP quantities for the item. Example 4 This example shows what happens if the quantity of the shipping schedule changes from 9 to 15 on day 2 of week 2. In this example, the Linear Estimate check box is cleared.
- | Week 1 | Week 2 | Week 3
Day | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ---
MR | - | - | 50 | - | - | - | - | 60 | - | - | - | - | 50 | - | -
(S)SS | 10 | 9 | 8 | 12 | 10 | 12 | 15 | - | - | - | - | - | - | - | -
Update | - | - | - | - | - | - | - | -2 | -2 | -2 | - | - | - | - | -
Planning | 10 | 9 | 8 | 12 | 10 | 12 | 9 | 11 | 11 | 11 | 10 | 10 | 10 | 10 | 10
This change results in a change in the Planned Inventory Transactions (whinp1500m000) session. ERP LN sends this change to Enterprise Planning for the ATP update. Obviously, changes in the shipping schedule quantities also affect the material release for week 2. Because the Linear Estimate check box is cleared, the remaining quantity for each of the remaining days is 11 in week 2. This quantity is calculated as follows:
    ((60 - 12 - 15)	/ 3 = 11)
Because planned quantities are decreased, Enterprise Planning increases the ATP quantities for the item. Related topics To approve sales schedules Sales releases Sales schedules |