| # To define contract deliveries by means of sales schedules If you want to set up a list of time-phased deliveries based on a sales contract, you can define a sales schedule and sales schedule lines that are converted to sales orders. This simplified sales schedule solution enables you to generate sales orders in time. Example
Contract line | Sales schedule line | Quantity | Sales order | Quantity
--- | --- | --- | --- | ---
100 pieces (pcs) | 01/12/2005 | 20 pcs | SO1 01/12/2005 | 20 pcs
| 08/12/2005 | 25 pcs | SO2 08/02/2005 | 25 pcs
| 15/12/2005 | 40 pcs | SO3 15/12/2005 | 40 pcs
| 22/12/2005 | 15 pcs | SO4 22/12/2005 | 15 pcs
To define contract deliveries by means of sales schedules, you must: Create a sales contract and a sales contract line. Create a sales schedule and sales schedule lines. Approve the sales schedule. Release the sales schedule to a sales order. Deal with the sales order. Step 1. Create sales contract You must first create a sales contract in the Sales Contracts (tdsls3500m000) session and a sales contract line in the Sales Contract Lines (tdsls3501m000) session. You must activate this sales contract line. Step 2. Create sales schedule To set up a list of time-phased deliveries, choose Generate Sales Schedule in the Sales Contract Lines (tdsls3501m000) session. As a result, the Sales Schedules (tdsls3111m000) session is started in which you can create a new sales schedule. ERP LN copies the sales contract data to the sales schedule when the Sales Schedules (tdsls3111m000) session is started. ERP LN determines the values of the following fields as follows: The Origin is set to Contracts. The Schedule Type is set to Shipping Schedule if the value of the EDI message field in the Items - Sales Business Partner (tdisa0510m000) session is Shipping Schedule only. Otherwise, the Schedule Type is set to Material Release. The Generation Date is the system date. Whether the Self-Billing check box is selected or cleared, depends on the Self-Billing check box in the Items - Sales Business Partner (tdisa0510m000) session. To specify the time-phased deliveries for the sales contract, choose Lines in the Sales Schedules (tdsls3111m000) session. As a result, the Sales Schedule Lines (tdsls3107m000) session is started in which you can specify: The date on which a shipment must take place. The quantity to be shipped. Note Sales schedules that are used to define contract deliveries cannot: Be referenced. Have revisions. Have cumulatives and authorizations. Be created through EDI. Step 3. Approve sales schedule The value of the Requirement Type field in the Sales Schedule Lines (tdsls3107m000) session determines the actions ERP LN carries out when you approve a sales schedule. If the Requirement Type is Firm, ERP LN: Creates planned inventory transactions in the Planned Inventory Transactions (whinp1500m000) session. Updates the available-to-promise in the Item Master Plan (cprmp2101m000) session. Creates history for the sales schedule and sales schedule lines, which you can view in the Sales Order/Schedule History (tdsls5505m000) session. Updates Quality Management on what is expected to be inspected. If the Requirement Type is Planned, ERP LN: Updates the available-to-promise in the Item Master Plan (cprmp2101m000) session. Updates the Unconfirmed Customer Orders quantity in the Item Master Plan (cprmp2101m000) session. Step 4. Release sales schedule to sales order If the sales schedule line is approved, you can release the sales schedule line to a sales order in the Release Sales Schedules to Order (tdsls3207m000) session. You can view the sales order in the Sales Orders (tdsls4100m000) session. You can then process the sales order following the sales order procedure. If the sales order is generated based on the sales schedule line, ERP LN updates the following data in the Sales Schedule Lines (tdsls3107m000) session: Order Position Sequence If the sales order is processed, the sales schedule line is processed. If the sales schedule line has the Processed status, the sales order can be deleted. Related topics Scheduled requirements for a sales contract Sales schedule procedure Sales contracts |