| # Purchase Schedule - Lines (tdpur3610m000) Use this session to view, enter, and maintain a specific purchase schedule and linked schedule lines. This session enables you to quickly view, enter, and maintain the most important information for a purchase schedule and to handle the schedule. You can start this session from the Purchase Schedules (tdpur3110m000) overview session, by double-clicking a record, or by entering a new purchase schedule. You can also start this session stand-alone. To view the details of the purchase schedule header, click Purchase Schedule Details on the File menu of the current session. As a result, the Purchase Schedules (tdpur3110m000) details session starts. To view the details of a purchase schedule line, select and double-click a purchase schedule line. As a result, the Purchase Schedule - Lines (tdpur3111m000) session starts. Purchase schedule lines The lines on the tabs refer to the following sessions: Schedule Lines The lines on the Schedule Lines tab refer to the Purchase Schedule - Lines (tdpur3111m000) session. On this tab, you can enter and view the lines of the purchase schedule. Double-click the line for more detailed information. Release Lines The lines on the Release Lines tab refer to the Purchase Release Line - Details (tdpur3522m000) session. On this tab, you can view and maintain purchase release line details, in which purchase schedule lines are stored. Receipts The lines on the Receipts tab refer to the Purchase Schedules - Receipt Overview (tdpur3518m000) session. On this tab, you can view the schedule receipts. Payable Receipts The lines on the Payable Receipts tab refer to the Purchase Payable Receipts for Schedules (tdpur3118m000) session. On this tab, you can view the purchase payable receipts for the purchase schedule. Related topics Overview of purchase schedule handling Contract The number of the linked purchase contract. LN automatically links a normal contract to the purchase schedule. However, instead, you can link a special contract to the purchase schedule. To unlink the normal contract and link a special contract to the purchase schedule, click Change Contract. As a result, the Selected Purchase Contract Lines (tdpur3512s000) session starts from which you can select a special contract. When you cange the contract, LN decreases the called quantity of the normal contract and increases the called quantity of the special contract. Note In case of external business partners, a schedule is always linked to a contract line. Logistic agreements, which are mandatory for a schedule, are defaulted from the Purchase Contract Line Logistic Data (tdpur3102m000) session. If an internal business partner is entered, for whom usually no contract is present, the logistic agreements are defaulted from the Items - Purchase Business Partner (tdipu0110m000) session. Related topics Purchase contracts Position The purchase contract line's number to which the purchase schedule applies. Contract Office The purchase office linked to the contract line. Note If a schedule is linked to a contract, the schedule's default contract office is derived from the contract line. If this field is filled, the contract office must be the same as the purchase office. If a schedule is not linked to a contract, this field is not, and must not be filled. Schedule The number of the purchase schedule. For pull schedules, the same schedule number can occur twice in this 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 specify the default number group for purchase orders/schedules 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). Purchase User Profiles (tdpur0143m000). Related topics To use number groups and series Purchase Schedule Type The type of the purchase schedule. Note If LN generates a schedule, the type of the schedule is defaulted from the Schedule Type field of the Item - General (tcibd0101s000) session. If you manually enter a schedule, the schedule is always of the type Push. You cannot manually create pull schedules. Allowed values Schedule Type Related topics Push schedules Pull forecast schedules Pull call-off schedules Generation Date The date the specific schedule is (re)generated. Note Referenced schedules, which are not regenerated, only have one generation date. If you use purchase contract price revisions make sure that you correctly define the Purchase Price Date Type field in the Pricing Parameters (tdpcg0100m000) session. Related topics Regenerate Schedules (tdpur3211m000) Status The purchase schedule's status. Allowed values Purchase Schedule Header Status Text If this check box is selected, a special text with, for example, additional reference information is available. Self-Billing If this check box is selected, the scheduled items are self-billed by your company. If this check box is cleared, the purchase invoice is created by the buy-from business partner and received by your company. Related topics Self billing Invoice After You can indicate for a purchase schedule when a self billed invoice can be generated. Inspection Self bills can be generated after the goods are inspected and approved. Receipt Self bills can be generated after the goods are received or consumed. Related topics Self billing Self Billing Method If the Self-Billing check box is selected, use this field to select a self-billing method, which determines how self-billing is carried out. The self-billing method determines, among other things, the criteria for composing the invoice, the invoicing interval, the output medium, and so on. Related topics Self billing Payment Use this field to define the payment between the purchase office, which issues the purchase schedule, and the supplier. Note You can only define this field if the purchase schedule is a push schedule with a linked blanket warehouse order. This field is set to Pay on Use if the Consigned check box is selected for the push schedule. Pay on Use or No Payment can only be selected if a sold-to business partner is linked to the warehouse. Allowed values Payment Related topics Vendor managed inventory Payment (Internally) Use this field to define the payment between the purchase office, which issues the purchase schedule, and the warehouse, which receives the purchase schedule. You can only define this field if the purchase schedule is a push schedule with a linked blanket warehouse order. Note You can only define this field if the Ownership Internal check box is selected in the Implemented Software Components (tccom0100s000) session. You can only define this field if the purchase schedule is a push schedule with a linked blanket warehouse order. This field is set to Pay on Receipt if the purchase office is linked to the same enterprise unit as the warehouse. If the buy-from business partner is an internal business partner, this field cannot be set to Pay on Use. This field is set to Not Applicable if the Payment field is set to No Payment. This field cannot be set to No Payment. Allowed values Payment Related topics Vendor managed inventory Payment (Direct Delivery) Use this field to define the payment between the purchase office, which issues the purchase schedule, and the customer. This field applies if a purchase schedule is created at the supplier's site for directly delivering goods to a VMI warehouse at the customer's site by a third party. You can only define this field if the purchase schedule is a push schedule with a linked blanket warehouse order. Note You can only define this field if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session. You can only define this field if the purchase schedule is a push schedule with a linked blanket warehouse order. This field must be set to Pay on Use or No Payment if the warehouse has a sold-to business partner linked to it. This field is set to Not Applicable if the warehouse has no linked sold-to business partner. This field cannot be set to Pay on Receipt, because no sales orders can be generated for purchase schedules. Allowed values Payment Related topics Vendor managed inventory Tax Classification An attribute of order headers and order lines that you can use to define tax exceptions for the transaction. LN retrieves the default tax classification from the invoice-from and invoice-to business partners. For example, you can use the tax classification to indicate: That payments to an invoice-from business partner are subject to withholding tax and social contributions To group business partners that have the same tax aspects for your company, for example, subcontractors, or agents That the tax must be paid in a country other than the sales office or service office's home country Default value This field is defaulted from the Business Partner Tax Classification field of the Invoice-from Business Partners (tccom4122s000) session. Related topics To model tax exceptions Business Partner The business partner to which you pay invoices. This usually represents a supplier's accounts receivable department. The definition includes the default currency and exchange rate, the supplier's bank relation, the number of days within which you must pay the invoices, and if the business partner uses a factoring company. Buy-from Business Partner The business partner from whom you order goods or services; this usually represents a supplier's sales department. The definition includes the default price and discount agreements, purchase-order defaults, terms of delivery, and the related ship-from and invoice-from business partner. Address The pay-to business partner's address code. Contact The pay-to business partner 's contact code. Contact The pay-to business partner 's surname. Terms of Payment Agreements about the way in which invoices are paid. The terms of payment include: The period within which invoices must be paid. The discount granted if an invoice is paid within a given period The terms of payment allow you to calculate: The date on which the payment is due The date on which the discount periods expire The discount amount Address The buy-from business partner's address code. Contact The buy-from business partner 's contact code. Family Name The buy-from business partner 's surname. Item Code System If you use an alternative item code, you must also specify an item code system. Item Code System Use this field to store the buy-from business partner's item code. Item In LN, the raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, sold, and so on. An item can also represent a set of items handled as one (kit), or exist in multiple product variants (generic item). You can also define nonphysical items, which are not held in inventory but can be used to post costs or to invoice services to customers. Examples of nonphysical items: Cost items (for example, electricity) Service items Subcontracting services List items (menus/options) Note All item types are allowed except for the following item types: Items defined as Tools. Cost, Service, and Subcontracting items (in case of consignment orders). List items. Generic Items. Project Items (only for pull schedules). If, in the Items - Purchase Business Partner (tdipu0110m000) session, the supplier is blocked or not approved, you cannot use the item in purchase schedules. If the Purchase Schedule in Use check box in the Item - General (tcibd0101s000) session is cleared for an item, the item cannot be used for purchase schedules. Note If the warehouse is WMS controlled: And the Serials in Inventory check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is selected in the Item - Warehousing (whwmd4100s000) session. And the Serials Not in Inventory check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot enter a serialized item for which the Serials in Inventory check box is cleared in the Item - Warehousing (whwmd4100s000) session. And the Lots Not in Inventory check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot enter a lot controlled item for which the Lots in Inventory check box is cleared in the Item - Warehousing (whwmd4100s000) session. Related topics WMS Integration parameters Serialized items in Warehouse Management Lot control Buy-from Business Partner The business partner from whom you order goods or services; this usually represents a supplier's sales department. The definition includes the default price and discount agreements, purchase-order defaults, terms of delivery, and the related ship-from and invoice-from business partner. Ship-from BP The business partner that ships the ordered goods to your organization. This usually represents a supplier's distribution center or warehouse. The definition includes the default warehouse at which you want to receive the goods and if you want to inspect the goods, the carrier that takes care of the transport, and the related buy-from business partner. Ship-to Address The address of the warehouse or place where the goods must be delivered. Warehouse The warehouse in which the items must be received. Note The warehouse cannot be of the type Consignment (Owned). A warehouse of the type Consignment (Not Owned) is only allowed if the Consigned check box is selected and the ship-from business partner is the owner of the items in the warehouse. Address The ship-from business partner's address code. Contact The ship-from business partner 's contact code. Family Name The ship-from business partner 's surname. Purchase Office A department in your organization that is responsible for buying the materials and services needed by your organization. You assign number groups to the purchase office. In this way, you can assign serial numbers to: Purchase orders Purchase schedules Requests for quotations Purchase contracts You can also define a default warehouse where goods ordered by the purchase office must be delivered. If a schedule is linked to a contract, LN derives the schedule's default purchase office from the linked contract. You can no longer change the default purchase office on schedule level. If a schedule is not linked to a contract, LN derives the schedule's purchase office from successively: Items - Purchase Business Partner (tdipu0110m000) Item - General (tcibd0101s000) The purchase office that is linked to the buy-from business partner. Purchase User Profiles (tdpur0143m000) Note All the activities associated with the purchase schedule are linked to the purchase office. All the financial transactions for the schedule are logged against the financial company of the purchase office. Planner The planner who is responsible for this purchase schedule. Buyer The buyer who is responsible for this purchase schedule. Segment Set for Material Release The segment set used for material releases. Default value This field is defaulted from the Segment Set for Material Release field of the Purchase Contract Line Logistic Data (tdpur3102m000) session, or the Items - Purchase Business Partner (tdipu0110m000) session. Related topics Using segment sets Segment Set for Shipping Schedule The segment set used for shipping schedules. Default value This field is defaulted from the Segment Set for Shipping Schedule field of the Purchase Contract Line Logistic Data (tdpur3102m000) session, or the Items - Purchase Business Partner (tdipu0110m000) session. Related topics Using segment sets Material Release Issue Pattern The pattern used to determine the issue time for material releases. Default value This field is defaulted from the Issue Pattern for Material Release field of the Purchase Contract Line Logistic Data (tdpur3102m000) session, or the Items - Purchase Business Partner (tdipu0110m000) session. Related topics Overview of purchase schedule handling Shipping Schedule Issue Pattern The pattern used to determine the issue time for shipping schedules. Default value This field is defaulted from the Issue Pattern for Shipping Schedule field of the Purchase Contract Line Logistic Data (tdpur3102m000) session, or the Items - Purchase Business Partner (tdipu0110m000) session. Related topics Overview of purchase schedule handling Shipment/Delivery Based Use this field to define on what date and time schedule requirements are based. Delivery Based The schedule requirement is based on the date and time you want the goods to be delivered to your warehouse. As a result, time calculations are based on the planned delivery date. Shipment Based The schedule requirement is based on the date and time you pick the goods up at the ship-from business partner's site. As a result, time calculations are based on the planned shipment date. Note This field is defaulted from the Shipment or Delivery Based field of the Purchase Contract Line Logistic Data (tdpur3102m000) session, or the Shipment or Delivery Based field of the Items - Purchase Business Partner (tdipu0110m000) session, but can be overwritten in the current session. Terms of Delivery The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents. Related topics Terms of delivery Point of Title Passage The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer. Related topics Terms of delivery Purchase Order Type The purchase order type that is used to retrieve the warehousing order type when generating warehousing orders from the purchase schedule. Note You can define purchase order types and link a warehousing order types to the purchase order type in the Purchase Order Types (tdpur0194m000) session. LN retrieves the default purchase order type successively from the following sessions: Purchase Contracts (tdpur3100m000) Sales User Profiles (tdsls0139m000) Buy-from Business Partners (tccom4120s000) The following purchase order types are not allowed for purchase schedules: Direct delivery Collect order Return order Cost order Subcontracting order Consignment payment type Related topics Consignment in Order Management Extra Intrastat Info Statistical import/export data that is not available as standard information in LN, but which is required on the sales listing or the Intrastat declaration by some of the EU member states. You can add up to 15 data fields to the Intrastat statistical data by defining them as extra Intrastat information set. You can assign the extra Intrastat information sets to warehouse order lines. Related topics EU Intrastat reporting Consigned If this check box is selected, the item specified on the schedule is handled as consignment inventory. Note If the schedule is generated by Enterprise Planning, you cannot select this check box. If you manually create the schedule and Invoice After is set to Receipt, you cannot select this check box. Business Partner The business partner that sends invoices to your organization. This usually represents a supplier's accounts receivable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about your organization's credit limit, the terms and method of payment, and the related pay-to business partner. Address The invoice-from business partner's address code. Contact The invoice-from business partner 's contact code. Contact The invoice-from business partner 's surname. Area These regions are used to group business partners, customers, suppliers and employees on a geographical basis. Default value The default area that is assigned to the buy-from business partner is derived from the Buy-from Business Partners (tccom4520m000) session. Order Discount A discount percentage or amount to be subtracted from the total order amount. Default value The default order discount is derived from the Buy-from Business Partners (tccom4520m000) session. Currency The purchase schedule's currency. Default value The currency is defaulted from the invoice-from business partner that is linked to the buy-from business partner. However, you can overwrite the default currency. Note You cannot modify the schedule's currency if schedule lines are released. If the purchase schedule is a Pull Schedule, you cannot modify the currency. Exchange Rate Type A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on). Related topics To use currency exchange rate types Rate Determiner The way in which LN determines the exchange rate that is used. The company's currency system, which you can define in the Currency System field of the Companies (tcemm1170m000) session, determines what options you have. Allowed values Currency Rate Determiner Related topics Currency systems Use Purchase Rates for Receipts If this check box is selected, LN uses purchase rate data for the debit side of the purchase order/receipt transaction. Note The value of this field is retrieved from the corresponding field in the Buy-from Business Partners (tccom4120s000) session. Related topics How LN handles purchase order/schedule rates Rate/Rate Factor The factor by which purchase transaction amounts in a foreign currency are multiplied to produce the amounts in the home currency. Note To apply the same purchase rate during the entire life of a schedule, when a purchase schedule header is created manually or automatically, the rate is retrieved from the Currency Rates (tcmcs0108m000) session. As long as no schedule lines are created for the purchase schedule, you can change the purchase rate in this field. Rate/Rate Factor The factor by which the amount in the transaction currency or the invoice currency is divided before LN converts it to a home currency. A rate factor is often used for currencies that have a relatively low price, for example, Korean Won. Note To apply the same rate factor during the entire life of a schedule, when a purchase schedule header is created, the rate factor is retrieved from the Currency Rates (tcmcs0108m000) session. As long as no schedule lines are created for the purchase schedule, you can change the rate factor in this field. Rate/Rate Factor The defined currency exchange rate. Delete Purchase Schedules Starts the Delete Purchase Schedules (tdpur3224m000) session. Terminate Starts the Terminate Purchase Schedule (tdpur3210m100) session. Regenerate Schedules Starts the Regenerate Schedules (tdpur3211m000) session. Process Purchase Schedules Starts the Process Delivered Purchase Schedules (tdpur3223m000) session. CUMs Starts a generic browser framework from which you can start the desired CUM session. Generate Release Lines Starts the Generate Release Lines (tdpur3222m000) session. Reset Cumulatives Starts the Reset Cumulatives (tdpur3230m000) session. FAB/RAW Authorizations Starts the FAB/RAW Authorizations (tdpur3534m000) session. Lines Starts the Purchase Schedule - Lines (tdpur3111m000) session. Approve Release Lines Starts the Approve Release Lines (tdpur3222m100) session. Release Details Starts the Purchase Release Line - Details by Schedule (tdpur3522m100) session. Remove Processed Reference IDs Starts the Remove Processed Reference IDs (tdpur3216m000) session. Update Received CUMs Starts the Update Received CUMs (tdpur3432m000) session. Terminate Purchase Schedule Starts the Terminate Purchase Schedule (tdpur3210m100) session. Change Contract Starts the Selected Purchase Contract Lines (tdpur3512s000) session from which you can select a special contract. LN automatically links a normal contract to the purchase schedule. However, instead, you can link a special contract to the purchase schedule. To unlink the normal contract and link a special contract to the purchase schedule, click Change Contract. As a result, the Selected Purchase Contract Lines (tdpur3512s000) session starts from which you can select a special contract. When you replace the normal contract by a special contract, LN: Deletes the normal contract's blanket warehouse order and creates a new one for the special contract. For the new blanket warehouse order, LN uses the data from the special contract. Decreases the normal contract's called quantity and called amount following the quantities of the linked schedule lines. Increases the special contract's called quantity and called amount following the quantities of the linked schedule lines. Redetermines, for each schedule line, the price and discounts based on the purchase contract price revision that is linked to the special contract. You can only replace the normal contract by a special contract as long as no receipts are booked yet for the purchase schedule. If receipts are already booked, you must terminate the existing purchase schedule and create a new purchase schedule in the Terminate Purchase Schedule (tdpur3210m100) session. Now, you can link a special contract to the newly created purchase schedule. Open Schedules Displays purchase schedules with the Active, Termination in Process, or Schedule Positions Full status. All Schedules Displays all purchase schedules. Purchase Schedules - Receipt Overview Starts the Purchase Schedules - Receipt Overview (tdpur3518m000) session. Pegging Starts the Browse Order Pegging (cprrp0740m000) session. Purchase Payable Receipts Starts the Purchase Payable Receipts for Schedules (tdpur3118m000) session. |