| Sales schedule adjustment |  |
| Before ERP LN starts the approval process for a non-referenced sales schedule, the sales schedule can be checked on underdelivery and overdelivery. Note Referenced sales schedules, material releases, and delivery contracts are not checked or adjusted for underdelivery or overdelivery. You can use the Approve Sales Schedules (tdsls3211m000) session to only adjust the incoming sales schedule requirements. To do so, in the Approve Sales Schedules (tdsls3211m000) session, clear the Approve check box. The calculation that takes place to identify an underdelivery or an overdelivery depends on the CUM model that you use. This CUM model is specified in the CUM Model used field of the Items - Sales Business Partner (tdisa0510m000) session. The following CUM models are available: Order Based Receipt Based Note ERP LN can only calculate an overdelivery or underdelivery if the Cumulative Reset Date is equal for all the sales schedule's cumulatives. Order Based If you agreed with your business partner to use an Order Based CUM model, your business partner provides the Prior Required CUM when sending an EDI message for a new requirement on the sales schedule. Each time your business partner sends requirements, a new sales schedule revision number is created. To be able to determine an overdelivery or underdelivery for an Order Based CUM model, ERP LN carries out the following calculation:
    Total Adjustment Quantity = Cumulative Shipped Quantity - prior required CUM.
Note You can view the Cumulative Shipped Quantity and the Prior Required CUM in the Sales Schedules (tdsls3111m000) session. If the result of this calculation is negative, you have shipped less than your business partner required. As a result, ERP LN creates a new sales schedule line for the total adjustment quantity. The Our Requirement Type of this sales schedule line is Immediate. If the result of this calculation is positive, you have shipped more than your business partner required. As a result, ERP LN decreases the required quantity of the next sales schedule line with the total adjustment quantity. If the sales schedule line's required quantity is decreased, the sales schedule line receives the Adjusted status. If the total adjustment quantity is equal to or higher than the required quantity of the next sales schedule line, ERP LN cancels this sales schedule line, which therefore gets the Canceled status. ERP LN keeps on canceling sales schedule lines and adjusting sales schedule line requirements until the total adjustment quantity is balanced. For more information on what happens with sales schedule lines that get a zero required quantity, refer to Zero required quantity for sales schedule lines. Note If the result of the calculation is positive, the result is first subtracted from overdelivered lines (if present) and then from not yet delivered lines. Example Next schedule issue date in Purchase Control: 18-09
Date | 17-09 | 18-09 | 19-09 | 20-09 | 21-09
Line Number | 1 | - | - | 2 | 3
Ordered | 10 | - | - | 10 | 10
Received | 10 | - | - | 10 | 0
Still needed | - | - | - | - | 10
Because line number two is already received before the next schedule issue date, the quantity of 10 is put into inventory. Suppose the demand of 10 on 20-09 changes into a demand of 20 on 19-09, Enterprise Planning uses the 10 from inventory and adds another line with another 10:
Date | 17-09 | 18-09 | 19-09 | 20-09 | 21-09
Line Number | 1 | - | 4 | 2 | 3
Ordered | 10 | - | 10 | 10 | 10
Received | 10 | - | 0 | 10 | 0
Still needed | - | - | 10 | - | 10
When Purchase Control communicates the quantities to Sales Control, the schedule line quantities that are delivered on or after the next issue date, and are therefore considered an overdelivery, are communicated in one line on the schedule issue date:
Date | 17-09 | 18-09 | 19-09 | 20-09 | 21-09
Ordered | - | 10 | 10 | - | 10
If in Sales Control, the total shipped quantity is 20, ERP LN carries out the following calculation:
    Total shipped CUM (20) - Prior required CUM (10) = 10.
As a result, Sales Control adjusts the overdelivery as follows:
Date | 17-09 | 18-09 | 19-09 | 20-09 | 21-09
Ordered | - | - | 10 | - | 10
The required quantity of the first sales schedule line is adjusted, which was the delivered line from Purchase Control. Receipt Based If you have agreed with your business partner to use a Receipt Based CUM model, your business partner provides the Received CUM when sending an EDI message for a new requirement on the sales schedule. The Received CUM contains the sum of all quantities that your business partner previously received on the sales schedule. Each time your business partner sends requirements, a new sales schedule revision number is created. To be able to determine an overdelivery or underdelivery for a Receipt Based CUM model, ERP LN carries out the following calculation:
    Total Adjustment Quantity = Cumulative Shipped Quantity - Received CUM.
Note You can view the Cumulative Shipped Quantity and the Received CUM in the Sales Schedules (tdsls3111m000) session. If the result of this calculation is positive, you have shipped more than your business partner received. As a result, ERP LN assumes that the difference between the Cumulative Shipped Quantity and the Received CUM is in transit. Therefore, ERP LN decreases the required quantity of the next sales schedule line with the total adjustment quantity. If the sales schedule line's required quantity is decreased, the sales schedule line gets the Adjusted status. If the total adjustment quantity is equal to or higher than the required quantity of the next sales schedule line, ERP LN cancels this sales schedule line, which therefore gets the Canceled status. ERP LN keeps on canceling sales schedule lines and adjusting sales schedule line requirements until the total adjustment quantity is balanced. For more information on what happens with sales schedule lines that get a zero required quantity, refer to Zero required quantity for sales schedule lines. If the result of this calculation is negative, you have shipped less than your business partner received. In this case, ERP LN does not adjust sales schedule lines, but adds a warning message on the report. The reason for this is that in a Receipt Based CUM model, your business partner is responsible for solving the difference (see also: Purchase schedule cumulatives ). In this case, you can decide to create a Correction record in the Sales Schedule Actual Delivery Lines (tdsls3140m000) session, but you can still approve the sales schedule. For more information on shipment corrections, refer to Sales schedules and Central Invoicing. After ERP LN has carried out the adjustment process, all adjusted and newly created sales schedule lines are approved and get the Approved status. However, if you started the adjustment process with the Approve Sales Schedules (tdsls3211m000) session and the Approve check box is cleared, the adjusted and newly created sales schedule lines are not approved. To approve these adjusted and new lines, you must run the Approve Sales Schedules (tdsls3211m000) session again with the Approve check box selected. Related topics To approve sales schedules Sales schedule cumulatives Purchase schedule cumulatives |