<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000130" xml:lang="en">
   <Header>
      <Title>Sales schedule procedure</Title>
      <Keyword type="header" order="d1e1311346">
         <Level1>Sales schedule</Level1>
         <Level2>procedure</Level2>
      </Keyword>
   </Header>
   <AimSection>
      <ProcedureList>
         <ListIntro>The main sales schedule procedure consists of the following
		  parts:</ListIntro>
         <ListItem>To create and update sales releases.</ListItem>
         <ListItem>To create and update sales schedules.</ListItem>
         <ListItem>To determine and use sales schedule authorizations.</ListItem>
         <ListItem>To determine and use sales schedule cumulatives.</ListItem>
         <ListItem>To approve sales schedules.</ListItem>
         <ListItem>To release sales schedules or planned warehouse orders to <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>.</ListItem>
         <ListItem>To release sales schedules or planned warehouse orders to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>.</ListItem>
         <ListItem>To process sales schedules.</ListItem>
      </ProcedureList>
   </AimSection>
   <ProcedureSection>
      <Steps>
         <Step>
            <StepTitle>To create and update sales releases</StepTitle>
            <Paragraph>In the sales schedule procedure, sold-to business partners
			 use <Link href="/baanerp/td/glossary/glossary#000169" role="glossary">sales releases</Link> to inform you
			 about their long term and short term schedule requirements. These requirements
			 are usually received by <Link href="/baanerp/ec/glossary/glossary#000092" role="glossary">electronic data interchange (EDI)</Link>, but can also be
			 received by a <Link href="/baanerp/wh/glossary/glossary#000479" role="glossary">Business Object Document (BOD)</Link> or can be manually
			 entered.</Paragraph>
            <Paragraph>The schedule requirements in a sales release represent a
			 customer's external view.</Paragraph>
            <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000052" role="manual">Sales releases</Link>.</Paragraph>
         </Step>
         <Step>
            <StepTitle>To create and update sales schedules</StepTitle>
            <Paragraph>Sales schedule requirements can be manually processed into <Link href="/baanerp/td/glossary/glossary#SalesSchedu_td" role="glossary">sales schedules</Link> in the <Link href="/baanerp/td/sls/tdsls3208m000" role="session">Process Sales Releases (tdsls3208m000)</Link> session, or can be automatically processed if
			 the <Link href="/baanerp/tc/com/tccom4110s000#tccom110.apsr" role="formfield">Automaticallly Process Sales Schedule Releases</Link> check box
			 is selected in the <GUIRef href="/baanerp/tc/com/tccom4110s000" role="session">Sold-to Business Partner (tccom4110s000)</GUIRef> session. You
			 can also manually enter sales schedules.</Paragraph>
            <List>
               <ListIntro>The following are applicable to sales
				schedules:</ListIntro>
               <ListItem>The schedule requirements in a sales schedule represent a
				supplier's internal view.</ListItem>
               <ListItem>A sales schedule line contains a <GUIRef href="/baanerp/td/sls/tdsls3107m000#tdsls307.rtyp" role="field">Requirement Type</GUIRef> in time, used for scheduling. This
				requirement type can be <GUIRef href="/baanerp/td/domains/pur.rtyp#immediate" role="option">Immediate</GUIRef>, <GUIRef href="/baanerp/td/domains/pur.rtyp#firm" role="option">Firm</GUIRef>, or <GUIRef href="/baanerp/td/domains/pur.rtyp#planned" role="option">Planned</GUIRef>.</ListItem>
               <ListItem>For non-referenced schedules, schedule updates are handled
				by <Link href="/baanerp/td/glossary/glossary#000357" role="glossary">sales schedule revision numbers</Link>. For referenced schedules, schedule updates
				can be handled by just updating the schedule or by inserting new sales schedule
				revision numbers.</ListItem>
               <ListItem>Sales schedule lines can receive a required quantity of
				zero. In this case, LN directly cancels the sales schedule line.</ListItem>
            </List>
            <List>
               <ListIntro>You can view sales schedule data in the following
				sessions:</ListIntro>
               <ListItem>Sales schedules in the <GUIRef href="/baanerp/td/sls/tdsls3111m000" role="session">Sales Schedules (tdsls3111m000)</GUIRef> session.</ListItem>
               <ListItem>Sales schedule lines in the <GUIRef href="/baanerp/td/sls/tdsls3107m000" role="session">Sales Schedule Lines (tdsls3107m000)</GUIRef> session.</ListItem>
               <ListItem>Pick-up sheets in the <GUIRef href="/baanerp/td/sls/tdsls3107m100" role="session">Pick-up Sheets (tdsls3107m100)</GUIRef> session.</ListItem>
               <ListItem>Pick-up sheet lines in the <GUIRef href="/baanerp/td/sls/tdsls3107m200" role="session">Pick-up Sheet - Lines (tdsls3107m200)</GUIRef> session.</ListItem>
               <ListItem>Sequence shipping information in the <GUIRef href="/baanerp/td/sls/tdsls3517m000" role="session">Sequence Shipping Information (tdsls3517m000)</GUIRef> session.</ListItem>
            </List>
            <List>
               <ListIntro>For more information, refer to</ListIntro>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000131" role="manual">EDI and sales schedules</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000367" role="manual">Sales schedule line requirement type</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000371" role="manual">Sales schedule revisions</Link>
               </ListItem>
               <ListItem> 
                  <Link href="/baanerp/td/onlinemanual/000366" role="manual">Referenced sales schedules</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000368" role="manual">Pick-up sheets</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000372" role="manual">Zero required quantity for sales schedule lines</Link>
               </ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>To determine and use sales schedule
			 authorizations</StepTitle>
            <Paragraph>In the sales schedule
			 procedure, you ship the goods based on the requirement type. The <GUIRef href="/baanerp/td/domains/pur.rtyp#firm" role="option">Firm</GUIRef> requirement type, however, can deviate from the earlier received <GUIRef href="/baanerp/td/domains/pur.rtyp#planned" role="option">Planned</GUIRef> requirement type. When authorizations are used,
			 before the <GUIRef href="/baanerp/td/domains/pur.rtyp#firm" role="option">Firm</GUIRef> requirement type is communicated, your sold-to
			 business partners give you permission to fabricate goods or to buy raw
			 materials up to a certain quantity level before they really need the goods. The
			 essence of an authorization is that your sold-to business partners bear the
			 risk if they do not need the goods. In other words, they must pay for the
			 fabrication and/or raw materials, whether or not the goods are actually
			 called-off.</Paragraph>
            <Paragraph>Authorization quantities can only be calculated for
			 schedules that are received in a material release.</Paragraph>
            <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000373" role="manual">Sales schedule authorizations</Link>.</Paragraph>
         </Step>
         <Step>
            <StepTitle>To determine and use sales schedule cumulatives</StepTitle>
            <Paragraph>In the sales schedule procedure, cumulatives (CUMs) are used
			 to monitor total cumulated quantities of sales schedules.</Paragraph>
            <List>
               <ListIntro>The following types of sales schedule cumulatives are
				available:</ListIntro>
               <ListItemHead>Shipped CUM</ListItemHead>
               <ListItem>The total cumulated quantity that you shipped for a
				specific sales schedule.</ListItem>
               <ListItemHead>Received CUM</ListItemHead>
               <ListItem>The total cumulated quantity that your ship-to business
				partner received for a specific sales schedule.</ListItem>
               <ListItemHead>Invoiced CUM</ListItemHead>
               <ListItem>The total cumulated quantity that you invoiced for a
				specific sales schedule.</ListItem>
            </List>
            <List>
               <ListIntro>For non-referenced sales schedules, cumulatives enable you
				to:</ListIntro>
               <ListItem>Check and adjust the sales schedules for underdelivery and
				overdelivery.</ListItem>
               <ListItem>Monitor whether your business partner's received CUM
				matches with your shipped CUM. If not, the disputes can be solved.</ListItem>
            </List>
            <List>
               <ListIntro>LN:</ListIntro>
               <ListItem>Does not check or adjust <GUIRef href="/baanerp/td/domains/sls.reltype#matrelease" role="option" Update="No">Material Releases</GUIRef>, referenced schedules, <Link href="/baanerp/td/glossary/glossary#000130" role="glossary">pick-up sheets</Link>, and delivery contracts for underdelivery or
				overdelivery.</ListItem>
               <ListItem>Only matches received CUMs with shipped CUMs for <GUIRef href="/baanerp/td/domains/sls.reltype#matrelease" role="option" Update="No">Material Releases</GUIRef> and <GUIRef href="/baanerp/td/domains/sls.reltype#shipschedule" role="option" Update="No">Shipping Schedules</GUIRef>.</ListItem>
               <ListItem>Does not calculate sales schedule cumulatives for <GUIRef href="/baanerp/td/domains/sls.reltype#pickupsheet" role="option" Update="No">Pick-up Sheets</GUIRef>.</ListItem>
            </List>
            <List>
               <ListIntro>For more information, refer to</ListIntro>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000361" role="manual">Sales schedule cumulatives</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000370" role="manual">Sales schedule adjustment</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000362" role="manual">To reconcile sales schedules</Link>
               </ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>To approve sales schedules</StepTitle>
            <Paragraph>To be able to actually process sales schedules, the sales
			 schedules with the <GUIRef href="/baanerp/td/domains/sls.stat#created" role="option">Created</GUIRef> status must be approved. If a sales schedule is
			 approved, it receives the <GUIRef href="/baanerp/td/domains/sls.hstat#approved" role="option">Approved</GUIRef> status.</Paragraph>
            <Paragraph>If the <Link href="/baanerp/td/sls/tdsls0100s300#tdsls000.ucfs.3" role="formfield">Use Contracts for Schedules</Link> check box is selected in the <GUIRef href="/baanerp/td/sls/tdsls0100s300" role="session">Sales Contract Parameters (tdsls0100s300)</GUIRef> session, when the sales schedule is
			 approved, LN creates a <Link href="/baanerp/td/glossary/glossary#000326" role="glossary">planned warehouse order</Link>.</Paragraph>
            <List>
               <ListIntro>For non-referenced sales schedules, during the approval
				process:</ListIntro>
               <ListItem>You can check and adjust the sales schedules for
				underdelivery and overdelivery.</ListItem>
               <ListItem>LN reconciles the sales schedule. Reconciling means checking whether your business
				partner's <GUIRef href="/baanerp/td/sls/tdsls3131m000#tdsls331.qicr" role="field">Received CUM</GUIRef> matches with your <GUIRef href="/baanerp/td/sls/tdsls3131m000#e.form.cum" role="manual">Cumulative Shipped Quantity</GUIRef>. If the CUMs do not
				match, disputes are generated that must be solved.</ListItem>
            </List>
            <List>
               <ListIntro>For more information, refer to:</ListIntro>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000358" role="manual">To approve sales schedules</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000369" role="manual">Planned warehouse orders</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000370" role="manual">Sales schedule adjustment</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/td/onlinemanual/000362" role="manual">To reconcile sales schedules</Link>
               </ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>To release sales schedules to <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>
            </StepTitle>
            <Paragraph>Approved sales schedules or planned warehouse orders must be
			 released to <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>.</Paragraph>
            <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000364" role="manual">Sales schedules and Warehouse Management</Link>.</Paragraph>
         </Step>
         <Step>
            <StepTitle>To release sales schedules to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>
            </StepTitle>
            <Paragraph>If the items that are ordered with the sales schedule line
			 or planned warehouse order are (partially) shipped, you can invoice the
			 delivered goods. To be able to send the invoice, you must release the sales
			 schedule or planned warehouse order to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>.</Paragraph>
            <Paragraph>You can also release invoice correction records to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>. For
			 example, if shipped items are lost during shipment and you do not want your
			 business partner to pay for these lost items.</Paragraph>
            <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000365" role="manual">Sales schedules and <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>
               </Link>.</Paragraph>
         </Step>
         <Step>
            <StepTitle>To process sales schedules</StepTitle>
            <Paragraph>If the invoice for a sales schedule line is sent, the sales
			 schedule line has the <GUIRef href="/baanerp/td/domains/sls.stat#invoiced" role="option">Invoiced</GUIRef> status. You can process sales schedules whose
			 lines have the <GUIRef href="/baanerp/td/domains/sls.stat#invoiced" role="option">Invoiced</GUIRef> status. Use the <Link href="/baanerp/td/sls/tdsls3223m000" role="session">Process Delivered Sales Schedules (tdsls3223m000)</Link> session
			 to process sales schedules.</Paragraph>
            <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000360" role="manual">To process/delete sales schedules</Link>.</Paragraph>
         </Step>
      </Steps>
   </ProcedureSection>
   <Note>
      <SectionTitle>Note</SectionTitle>
      <Paragraph>If the relation with a business partner for an item has come to
		an end or if you want to change the logistic agreements between you and your
		business partner, you can terminate the sales schedule. For more information, refer to <Link href="/baanerp/td/onlinemanual/000359" role="manual">To terminate sales schedules</Link>.</Paragraph>
   </Note>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000129" role="manual">Overview of sales schedule handling</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000131" role="manual">EDI and sales schedules</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000052" role="manual">Sales releases</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000366" role="manual">Referenced sales schedules</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000368" role="manual">Pick-up sheets</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000128" role="manual">Automatic sales schedule processing</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000063" role="manual">Sales contracts</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000420" role="manual">Scheduled requirements for a sales contract</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000373" role="manual">Sales schedule authorizations</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000361" role="manual">Sales schedule cumulatives</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000358" role="manual">To approve sales schedules</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000369" role="manual">Planned warehouse orders</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000364" role="manual">Sales schedules and Warehouse Management</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000365" role="manual">Sales schedules and <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>
         </Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000360" role="manual">To process/delete sales schedules</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000359" role="manual">To terminate sales schedules</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>