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<ManualTopic ID="/baanerp/td/onlinemanual/000010" xml:lang="en">
   <Header>
      <Title>Overview of purchase schedule handling</Title>
      <Keyword type="header" order="d1e1279448">
         <Level1>Purchase schedule</Level1>
         <Level2>handling</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1279453">
         <Level1>Purchase schedule</Level1>
         <Level2>overview</Level2>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph>A purchase schedule is a timetable of planned supply of
		materials. Purchase schedules support long-term purchasing with frequent
		deliveries and are usually backed by a purchase contract. All requirements for
		the same item, buy-from business partner, ship-from business partner, purchase
		office, and warehouse are stored in one schedule. Purchase schedules are used
		instead of standard purchase orders in cases where full visibility and time
		phasing of material requirement information is required. So, purchase schedules
		provide a more detailed way to specify the delivery dates/times per
		item.</Paragraph>
      <List>
         <ListIntro>The following types of purchase schedules exist:</ListIntro>
         <ListItemHead>Push schedule</ListItemHead>
         <ListItem>A list of time-phased requirements, generated by a central
		  planning system, such as <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> or <GUIRef href="/baanerp/tp" role="package">Project</GUIRef> that is sent to the purchase business partner. Push schedules contain both a
		  forecast for the longer term and actual orders for the short term. A push
		  schedule is also called a <Link href="/baanerp/td/glossary/glossary#000338" role="glossary">non-referenced schedule</Link>.</ListItem>
         <ListItemHead>Pull forecast schedule</ListItemHead>
         <ListItem>A list of time-phased planned requirements, generated by <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef>, that is
		  sent to the purchase business partner. Pull forecast schedules are only used
		  for forecasting purposes. To actually order the items, a pull call-off schedule
		  must be generated with the same schedule number as the pull forecast schedule.
		  Like a push schedule, a pull forecast schedule is also a non-referenced
		  schedule.</ListItem>
         <ListItemHead>Pull call-off schedule</ListItemHead>
         <ListItem>A list of time-phased specific requirements of purchased items,
		  triggered from <GUIRef href="/baanerp/ti/asc" role="module">Assembly Control</GUIRef>, <GUIRef href="/baanerp/ti/sfc" role="module">Shop Floor Control</GUIRef>, or <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef> (KANBAN, Time-phased order point). A pull call-off schedule
		  is a <Link href="/baanerp/td/glossary/glossary#000339" role="glossary">referenced schedule</Link>.</ListItem>
      </List>
   </AimSection>
   <GeneralSection>
      <SectionTitle>Purchase schedule master data</SectionTitle>
      <Paragraph>Before you can carry out the purchase schedule procedure, you
		must define the purchase master data.</Paragraph>
      <List>
         <ListIntro>For more information, refer to:</ListIntro>
         <ListItem>
            <Link href="/baanerp/td/onlinemanual/000003" role="manual">Purchase item data</Link>
         </ListItem>
         <ListItem>
            <Link href="/baanerp/td/onlinemanual/000046" role="manual">Purchase organizational data</Link>
         </ListItem>
      </List>
      <ProcedureList>
         <ListIntro>Before you can create a <Link href="/baanerp/td/glossary/glossary#000000000000011" role="glossary">purchase schedule</Link>, you must
		  also:</ListIntro>
         <ListItem>Define the following item data in the <GUIRef href="/baanerp/tc/ibd/tcibd0101s000" role="session">Item - General (tcibd0101s000)</GUIRef> session: <List>
               <ListItem>Select the <Link href="/baanerp/tc/ibd/tcibd0101s000#tcibd001.psiu" role="formfield">Purchase Schedule in Use</Link> check box.</ListItem>
               <ListItem>Select the <Link href="/baanerp/tc/ibd/tcibd0101s000#tcibd001.cnfg" role="formfield">Configurable</Link> check box if you want to use <Link href="/baanerp/tc/glossary/glossary#000440" role="glossary">configurable items</Link> on pull schedules.</ListItem>
               <ListItem>Specify a purchase schedule type in the <GUIRef href="/baanerp/tc/ibd/tcibd0101s000#tcibd001.styp" role="field">Schedule Type</GUIRef> field, which can be of the type <Link href="/baanerp/td/glossary/glossary#000334" role="glossary">push</Link> or <Link href="/baanerp/td/glossary/glossary#000335" role="glossary">pull</Link>.</ListItem>
            </List>
         </ListItem>
         <ListItem>Set up a <Link href="/baanerp/td/glossary/glossary#000093" role="glossary">segment set</Link> by: <ProcedureList>
               <ListItem>Creating <Link href="/baanerp/td/glossary/glossary#000094" role="glossary">segments</Link> in the <Link href="/baanerp/td/ipu/tdipu0115m000" role="session">Schedule Segments (tdipu0115m000)</Link> session.</ListItem>
               <ListItem>Creating a segment set in the <Link href="/baanerp/td/ipu/tdipu0113m000" role="session">Schedule Segment Sets (tdipu0113m000)</Link> session.</ListItem>
               <ListItem>Adding the segments to the segment set in the <Link href="/baanerp/td/ipu/tdipu0114m000" role="session">Segment Set - Segments (tdipu0114m000)</Link> session.</ListItem>
            </ProcedureList>
         </ListItem>
         <ListItem>Create <Link href="/baanerp/td/glossary/glossary#000030" role="glossary" Update="No">patterns</Link> in the <Link href="/baanerp/tc/ccp/tcccp0690m000" role="session">Patterns (tcccp0690m000)</Link> session.</ListItem>
         <ListItem>Define the following parameters: <List>
               <ListItem>The fields on the <GUIRef href="/baanerp/td/pur/tdpur0100m300#tdpur0100sDF3" role="groupbox">Schedules</GUIRef> tab of the <GUIRef href="/baanerp/td/pur/tdpur0100m300" role="session">Purchase Contract Parameters (tdpur0100m300)</GUIRef> session.</ListItem>
               <ListItem>The <Link href="/baanerp/td/pur/tdpur0100m400#tdpur000.ngpo.4" role="formfield">Number Group for Purchase Orders</Link> field in the <GUIRef href="/baanerp/td/pur/tdpur0100m400" role="session">Purchase Order Parameters (tdpur0100m400)</GUIRef> session.</ListItem>
               <ListItem>The purchase schedule related parameters that apply for an
				item and business partner combination in the <GUIRef href="/baanerp/td/pur/tdpur3102m000" role="session">Purchase Contract Line Logistic Data (tdpur3102m000)</GUIRef>/ <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef> sessions. For more information, refer to <Link href="/baanerp/td/onlinemanual/000346" role="manual">Purchase schedule release types</Link>.</ListItem>
            </List>
         </ListItem>
         <ListItem>Store delivery patterns by warehouse, buy-from business
		  partner/ship-from business partner and item in the <Link href="/baanerp/td/ipu/tdipu0124m000" role="session">Delivery Patterns by Warehouse / BP / Item (tdipu0124m000)</Link> session. Based on the combinations
		  in this session, planned delivery moments can be generated in the <GUIRef href="/baanerp/td/ipu/tdipu0225m000" role="session">Generate Planned Delivery Moments (tdipu0225m000)</GUIRef> session.</ListItem>
         <ListItem>Generate planned delivery moments in the <Link href="/baanerp/td/ipu/tdipu0225m000" role="session">Generate Planned Delivery Moments (tdipu0225m000)</Link> session
		  to determine when an item can be delivered. The dates returned, listed in the <GUIRef href="/baanerp/td/ipu/tdipu0125m000" role="session">Planned Delivery Moments (Shipment Based) (tdipu0125m000)</GUIRef> and <GUIRef href="/baanerp/td/ipu/tdipu0126m000" role="session">Planned Delivery Moments (Delivery Based) (tdipu0126m000)</GUIRef> sessions, are used by <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> for lead
		  time <Link href="/baanerp/td/glossary/glossary#000345" role="glossary">offsetting</Link>.</ListItem>
      </ProcedureList>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Purchase schedule procedure</SectionTitle>
      <Paragraph>The purchase schedule procedure consists of a number of steps
		for each schedule type.</Paragraph>
      <GeneralSection>
         <SectionTitle>Push schedules</SectionTitle>
         <ProcedureList>
            <ListIntro>The following steps are or must be completed in the push
			 schedule procedure:</ListIntro>
            <ListItem>To generate a schedule header and lines.</ListItem>
            <ListItem>To regenerate schedule lines.</ListItem>
            <ListItem>To generate a purchase release (line)</ListItem>
            <ListItem>To approve the purchase release line.</ListItem>
            <ListItem>To print the purchase release.</ListItem>
            <ListItem>To insert authorizations.</ListItem>
            <ListItem>To insert receipt details.</ListItem>
            <ListItem>To insert cumulatives.</ListItem>
            <ListItem>To reset the cumulatives and authorizations</ListItem>
            <ListItem>To update history and turnover data.</ListItem>
         </ProcedureList>
         <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000347" role="manual">Push schedules</Link>.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Pull forecast schedules</SectionTitle>
         <ProcedureList>
            <ListIntro>Based on the parameters and triggers, the following steps
			 are completed in the pull forecast schedule procedure:</ListIntro>
            <ListItem>To generate a schedule header and lines.</ListItem>
            <ListItem>To regenerate schedule lines.</ListItem>
            <ListItem>To generate a purchase release.</ListItem>
            <ListItem>To approve the purchase release.</ListItem>
            <ListItem>To print the purchase release.</ListItem>
            <ListItem>To insert authorizations.</ListItem>
            <ListItem>To generate a pull call-off schedule.</ListItem>
         </ProcedureList>
         <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000348" role="manual">Pull forecast schedules</Link>.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Pull call-off schedules</SectionTitle>
         <ProcedureList>
            <ListIntro>Based on the parameters and triggers, the following steps
			 are completed automatically in the pull call-off schedule
			 procedure:</ListIntro>
            <ListItem>To generate a schedule header.</ListItem>
            <ListItem>To generate schedule lines.</ListItem>
            <ListItem>To generate a purchase release.</ListItem>
            <ListItem>To print the purchase release.</ListItem>
            <ListItem>To insert receipt details.</ListItem>
            <ListItem>To insert cumulatives.</ListItem>
            <ListItem>To reset the cumulatives and authorizations.</ListItem>
            <ListItem>To update history and turnover data.</ListItem>
         </ProcedureList>
         <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000349" role="manual">Pull call-off schedules</Link>.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>To link a contract to a purchase schedule</SectionTitle>
         <Paragraph>If a purchase schedule contains an external business partner,
		  it is always based on a contract (line). As a result, you must define the
		  logistic data that is required for the purchase schedule in the <Link href="/baanerp/td/pur/tdpur3102m000" role="session">Purchase Contract Line Logistic Data (tdpur3102m000)</Link> session. If you only do business with
		  internal business partners, you need not define a contract. LN then retrieves the
		  logistic data for the schedule from the <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef> session.</Paragraph>
         <Paragraph>LN automatically links a <Link href="/baanerp/td/glossary/glossary#NormalContra_td" role="glossary"
                  Update="No">normal contract</Link> to the purchase schedule. However, instead, you can link a <Link href="/baanerp/td/glossary/glossary#SpeciaContra_td" role="glossary">special contract</Link> to the
		  purchase schedule. To unlink the normal contract and link a special contract to
		  the purchase schedule, click <GUIRef href="/baanerp/td/pur/tdpur3110m000#change.contract" role="command">Change Contract</GUIRef> in the <GUIRef href="/baanerp/td/pur/tdpur3110m000" role="session">Purchase Schedules (tdpur3110m000)</GUIRef> session. As a result, the <GUIRef href="/baanerp/td/pur/tdpur3512s000" role="session">Selected Purchase Contract Lines (tdpur3512s000)</GUIRef> session starts from which you can
		  select a special contract. However, 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 <GUIRef href="/baanerp/td/pur/tdpur3210m100" role="session">Terminate Purchase Schedule (tdpur3210m100)</GUIRef> session. Now, you can link a special contract
		  to the newly created purchase schedule.</Paragraph>
         <Paragraph>When LN links a contract to the purchase schedule, the schedule header is
		  loaded with the default values of the linked contract. Specific addresses, as
		  well as contract terms and prices and discounts, are adopted on the schedule
		  level. For non-referenced schedules, LN uses the <GUIRef href="/baanerp/td/pur/tdpur3110m000#tdpur310.gdat" role="manual">Generation Date</GUIRef> in the <GUIRef href="/baanerp/td/pur/tdpur3110m000" role="session">Purchase Schedules (tdpur3110m000)</GUIRef> session to determine which <Link href="/baanerp/td/glossary/glossary#000332" role="glossary">purchase contract price revision</Link> must be used from the <Link href="/baanerp/td/pur/tdpur3103m000" role="session">Purchase Contract Price Revisions (tdpur3103m000)</Link> session to retrieve prices and
		  discounts. For referenced schedules, LN uses the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ppdt" role="manual">Purchase Price Date Type</GUIRef> field in the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef> session, which can be set to <GUIRef href="/baanerp/td/domains/pur.pric#order.date" role="option">Order Date</GUIRef>, <GUIRef href="/baanerp/td/domains/pur.pric#system.date" role="option">System Date</GUIRef>, or <GUIRef href="/baanerp/td/domains/pur.pric#delivery.date" role="option">Delivery Date</GUIRef> to determine which purchase contract price revision must be
		  used.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>For schedules lines with a <Link href="/baanerp/tc/glossary/glossary#000441" role="glossary">configured item</Link>, the <Link href="/baanerp/td/pur/tdpur3101m000#tdpur301.obpr" role="formfield">Option Based Pricing</Link> check box is automatcally selected
			 in the <GUIRef href="/baanerp/td/pur/tdpur3101m000" role="session">Purchase Contract Lines (tdpur3101m000)</GUIRef> session. For more information, refer to <Link href="/baanerp/td/onlinemanual/000310" role="manual">Configured items on purchase schedules</Link>.</Paragraph>
         </Note>
      </GeneralSection>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000003" role="manual">Purchase item data</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000046" role="manual">Purchase organizational data</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000346" role="manual">Purchase schedule release types</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000347" role="manual">Push schedules</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000348" role="manual">Pull forecast schedules</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000349" role="manual">Pull call-off schedules</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000310" role="manual">Configured items on purchase schedules</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000067" role="manual">Purchase contracts</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>