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<ManualTopic ID="/baanerp/td/onlinemanual/000358" xml:lang="en">
   <Header>
      <Title>Approving sales schedules</Title>
      <Keyword type="header" order="d1e1615925">
         <Level1>Sales schedule</Level1>
         <Level2>approving</Level2>
      </Keyword>
   </Header>
   <AimSection ID="aim_sales_schedule_approval">
      <Paragraph>To process sales schedules, the sales schedules with the <GUIRef href="/baanerp/td/domains/sls.hstat#created" role="option">Created</GUIRef> or <GUIRef href="/baanerp/td/domains/sls.hstat#adjusted" role="option">Adjusted</GUIRef> status must be approved. After approval, the
		sales schedule has the <GUIRef href="/baanerp/td/domains/sls.hstat#approved" role="option">Approved</GUIRef> status. It depends on the type of schedule how
		you can approve sales schedules.</Paragraph>
   </AimSection>
   <GeneralSection>
      <SectionTitle>Approving referenced schedules</SectionTitle>
      <Paragraph>If the sales schedule is a referenced schedule, the sales
		schedule line can be automatically or manually approved.</Paragraph>
      <ProcedureList>
         <ListTitle>Automatic approval</ListTitle>
         <ListIntro>Select the <GUIRef href="/baanerp/tc/trm/tctrm1131m000#tctrm131.aprs" role="manual">Automatically Approve Referenced Sales Schedules</GUIRef> check box in the following sessions:</ListIntro>
         <ListItemHead>
            <GUIRef href="/baanerp/tc/trm/tctrm1131m000" role="session">Schedule Terms and Conditions (tctrm1131m000)</GUIRef>
         </ListItemHead>
         <ListItem>This session is checked if the sales schedule is based on a
		  sales contract with a linked <Link href="/baanerp/tc/glossary/glossary#000500" role="glossary">terms and conditions agreement</Link>.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/td/sls/tdsls3102m000" role="session">Sales Contract Line Logistic Data (tdsls3102m000)</GUIRef>
         </ListItemHead>
         <ListItem>This session is checked if the sales schedule is based on a <Link href="/baanerp/td/glossary/glossary#000220" role="glossary">sales contract</Link>.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/td/isa/tdisa0510m000" role="session">Items - Sales Business Partner (tdisa0510m000)</GUIRef>
         </ListItemHead>
         <ListItem>This session is checked if the sales schedule is based on item
		  and sales business partner information.</ListItem>
      </ProcedureList>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListItem>The <Link href="/baanerp/td/sls/tdsls0100s300#tdsls000.ucfs.3" role="formfield">Use Contracts for Schedules</Link> check box in the <GUIRef href="/baanerp/td/sls/tdsls0100s300" role="session">Sales Contract Parameters (tdsls0100s300)</GUIRef> session determines whether the sales
			 schedule must be linked to a sales contract.</ListItem>
            <ListItem>ERP Enterprise immediately approves each referenced sales schedule line separately when it is
			 created.</ListItem>
         </List>
      </Note>
      <List>
         <ListTitle>Manual approval</ListTitle>
         <ListIntro>If the <GUIRef href="/baanerp/tc/trm/tctrm1131m000#tctrm131.aprs" role="manual">Automatically Approve Referenced Sales Schedules</GUIRef> check box is cleared, you can approve a referenced sales schedule:</ListIntro>
         <ListItem>By sales schedule header, in the <GUIRef href="/baanerp/td/sls/tdsls3211m000" role="session">Approve Sales Schedules (tdsls3211m000)</GUIRef> session, or from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/td/sls/tdsls3111m000" role="session">Sales Schedules (tdsls3111m000)</GUIRef> session.</ListItem>
         <ListItem>By <Link href="/baanerp/td/glossary/glossary#000130" role="glossary">pick-up sheet</Link>, in the <GUIRef href="/baanerp/td/sls/tdsls3211m200" role="session">Approve Pick-up Sheets (tdsls3211m200)</GUIRef> session, or from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/td/sls/tdsls3107m100" role="session">Pick-up Sheets (tdsls3107m100)</GUIRef> session.</ListItem>
         <ListItem>By sales schedule line, from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/td/sls/tdsls3107m000" role="session">Sales Schedule Lines (tdsls3107m000)</GUIRef> session. In this case, you can approve a
		  referenced schedule, reference by reference.</ListItem>
      </List>
      <Paragraph>For more information on referenced sales schedules, refer to <Link href="/baanerp/td/onlinemanual/000366" role="manual">Referenced sales schedules</Link>.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Approving non-referenced schedules</SectionTitle>
      <Paragraph>If the sales schedule is a non-referenced schedule, the sales
		schedule line can be automatically or manually approved.</Paragraph>
      <List>
         <ListItemHead>Automatic approval</ListItemHead>
         <ListItem>If the sales schedule is based on a sales contract with a
		  linked <Link href="/baanerp/tc/glossary/glossary#000500" role="glossary">terms and conditions agreement</Link> and if, in the <GUIRef href="/baanerp/tc/trm/tctrm1131m000" role="session">Schedule Terms and Conditions (tctrm1131m000)</GUIRef> session, the <GUIRef href="/baanerp/tc/trm/tctrm1131m000#tctrm131.apns" role="manual">Automatically Approve Non-referenced Sales Schedules</GUIRef> check box is selected for the terms and conditions agreement, sales schedule
		  approval is automatically executed.</ListItem>
         <ListItemHead>Manual approval</ListItemHead>
         <ListItem>By sales schedule header, in the <GUIRef href="/baanerp/td/sls/tdsls3211m000" role="session">Approve Sales Schedules (tdsls3211m000)</GUIRef> session.</ListItem>
         <ListItem>From the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/td/sls/tdsls3111m000" role="session">Sales Schedules (tdsls3111m000)</GUIRef> session.</ListItem>
      </List>
      <List>
         <ListIntro>For non-referenced sales schedules, during the approval
		  process:</ListIntro>
         <ListItem>You can optionally check and adjust the sales schedules for
		  underdelivery and overdelivery.</ListItem>
         <ListItem>Sales schedules can be reconciled. 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 on:</ListIntro>
         <ListItem>Adjusting sales schedules, refer to <Link href="/baanerp/td/onlinemanual/000370" role="manual">Adjusting sales schedules</Link>.</ListItem>
         <ListItem>Reconciling sales schedules, refer to <Link href="/baanerp/td/onlinemanual/000362" role="manual">Reconciling sales schedules</Link>.</ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Approval process</SectionTitle>
      <Paragraph>The requirement on the sales schedule line determines the
		actions ERP Enterprise takes when
		you approve a sales schedule.</Paragraph>
      <List>
         <ListTitle>
            <GUIRef href="/baanerp/td/domains/pur.rtyp#immediate" role="option">Immediate</GUIRef> or <GUIRef href="/baanerp/td/domains/pur.rtyp#firm" role="option">Firm</GUIRef>
         </ListTitle>
         <ListIntro>If you approve a sales schedule line and the <GUIRef href="/baanerp/td/sls/tdsls3107m000#tdsls307.rtyp" role="field">Requirement Type</GUIRef> is <GUIRef href="/baanerp/td/domains/pur.rtyp#immediate" role="option">Immediate</GUIRef> or <GUIRef href="/baanerp/td/domains/pur.rtyp#firm" role="option">Firm</GUIRef>:</ListIntro>
         <ListItem>ERP Enterprise creates planned inventory transactions in the <GUIRef href="/baanerp/wh/inp/whinp1500m000" role="session">Planned Inventory Transactions (whinp1500m000)</GUIRef> session.</ListItem>
         <ListItem>ERP Enterprise updates the <Link href="/baanerp/cp/glossary/glossary#000030" role="glossary">available-to-promise</Link> in the <GUIRef href="/baanerp/cp/rmp/cprmp2101m000" role="session">Item Master Plan (cprmp2101m000)</GUIRef> session. For more information on updating the ATP,
		  refer to <Link href="/baanerp/td/onlinemanual/000374" role="manual">Sales schedules and Enterprise Planning</Link>.</ListItem>
         <ListItem>And 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, a <Link href="/baanerp/td/glossary/glossary#000326" role="glossary">planned warehouse order</Link> is automatically generated or updated. For more information, refer to <Link href="/baanerp/td/onlinemanual/000369" role="manual">Planned warehouse orders</Link>.</ListItem>
         <ListItem>And no price is entered in the <GUIRef href="/baanerp/td/sls/tdsls3107m000" role="session">Sales Schedule Lines (tdsls3107m000)</GUIRef> session, ERP Enterprise searches for a sales
		  contract to be linked to the sales schedule line. If an <GUIRef href="/baanerp/tc/domains/icap#active" role="option">Active</GUIRef> 
            <Link href="/baanerp/td/glossary/glossary#NormalContra_td" role="glossary">normal contract</Link> is available for the item, sold-to BP,
		  ship-to BP, and sales office combination, ERP Enterprise links this sales
		  contract to the sales schedule line and uses the sales contract prices and
		  discounts for the sales schedule. If no sales contract can be linked, ERP Enterprise uses the prices and
		  discounts as specified in the <GUIRef href="/baanerp/td/pcg" role="module">Pricing</GUIRef> module. To retrieve the correct price at
		  the right moment, ERP Enterprise uses the <GUIRef href="/baanerp/td/sls/tdsls3107m000#tdsls307.sdat" role="manual">Start Date</GUIRef> from the <GUIRef href="/baanerp/td/sls/tdsls3107m000" role="session">Sales Schedule Lines (tdsls3107m000)</GUIRef> session. If no price is specified in <GUIRef href="/baanerp/td/pcg" role="module">Pricing</GUIRef>, ERP Enterprise retrieves the price
		  from the <GUIRef href="/baanerp/td/isa/tdisa0501m000" role="session">Items - Sales (tdisa0501m000)</GUIRef> session.</ListItem>
         <ListItem>ERP Enterprise updates the sales contract line's <GUIRef href="/baanerp/td/sls/tdsls3501m000#f.qicl.sls.unit" role="manual">Called Quantity</GUIRef> if a sales contract is linked to the
		  sales schedule line.</ListItem>
         <ListItem>ERP Enterprise creates history for the sales schedule and sales schedule lines, which you can
		  view in the <GUIRef href="/baanerp/td/sls/tdsls5505m000" role="session">Sales Order/Schedule History (tdsls5505m000)</GUIRef> session.</ListItem>
         <ListItem>ERP Enterprise updates <GUIRef href="/baanerp/qm" role="package">Quality</GUIRef> on what is expected to be inspected.</ListItem>
         <ListItem>And a sales schedule reconciliation record with the <GUIRef href="/baanerp/td/domains/rcst#dispute" role="option">Dispute</GUIRef> status exists for that sales schedule in the <GUIRef href="/baanerp/td/sls/tdsls3131m000" role="session">Sales Schedule Reconciliation (tdsls3131m000)</GUIRef> session, ERP Enterprise prints a warning
		  message on the approval report. For more information on handling shipped CUM
		  records with the <GUIRef href="/baanerp/td/domains/rcst#dispute" role="option">Dispute</GUIRef> status, refer to <Link href="/baanerp/td/onlinemanual/000362" role="manual">Reconciling sales schedules</Link>.</ListItem>
         <ListItem>ERP Enterprise updates the business partner's <Link href="/baanerp/td/glossary/glossary#OpenBalanc_td" role="glossary">open balance</Link>, which you can view in the <GUIRef href="/baanerp/td/sls/tdsls3107m000" role="session">Sales Schedule Lines (tdsls3107m000)</GUIRef> session.</ListItem>
      </List>
      <List>
         <ListTitle>
            <GUIRef href="/baanerp/td/domains/pur.rtyp#planned" role="option">Planned</GUIRef>
         </ListTitle>
         <ListIntro>If you approve a sales schedule line and the <GUIRef href="/baanerp/td/sls/tdsls3107m000#tdsls307.rtyp" role="field">Requirement Type</GUIRef> is <GUIRef href="/baanerp/td/domains/pur.rtyp#planned" role="option">Planned</GUIRef>:</ListIntro>
         <ListItem>ERP Enterprise updates the <Link href="/baanerp/cp/glossary/glossary#000030" role="glossary">available-to-promise</Link> in the <GUIRef href="/baanerp/cp/rmp/cprmp2101m000" role="session">Item Master Plan (cprmp2101m000)</GUIRef> session. For more information on updating the ATP,
		  refer to <Link href="/baanerp/td/onlinemanual/000374" role="manual">Sales schedules and Enterprise Planning</Link>.</ListItem>
         <ListItem>ERP Enterprise updates the <GUIRef href="/baanerp/cp/rmp/cprmp2101m000#cprmp300.unco" role="field">Unconfirmed Customer Orders</GUIRef> quantity in the <GUIRef href="/baanerp/cp/rmp/cprmp2101m000" role="session">Item Master Plan (cprmp2101m000)</GUIRef> session.</ListItem>
         <ListItem> ERP Enterprise creates FAB/RAW authorizations in the <GUIRef href="/baanerp/td/sls/tdsls3134m000" role="session">FAB/RAW Authorizations (tdsls3134m000)</GUIRef> session.</ListItem>
         <ListItem>And a sales schedule reconciliation record with the <GUIRef href="/baanerp/td/domains/rcst#dispute" role="option">Dispute</GUIRef> status exists for that sales schedule in the <GUIRef href="/baanerp/td/sls/tdsls3131m000" role="session">Sales Schedule Reconciliation (tdsls3131m000)</GUIRef> session, ERP Enterprise prints a warning
		  message on the approval report.</ListItem>
      </List>
   </GeneralSection>
   <Note>
      <SectionTitle>Note</SectionTitle>
      <List>
         <ListItem>You can undo the approval of the sales schedule. If you do so,
		  the results of the approval process are deleted and the sales schedule's status
		  is set to <GUIRef href="/baanerp/td/domains/sls.hstat#created" role="option">Created</GUIRef>. To undo the approval of the last sales schedule
		  revision, on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/td/sls/tdsls3111m000" role="session">Sales Schedules (tdsls3111m000)</GUIRef> session, click <GUIRef href="/baanerp/td/sls/tdsls3111m000#restore.original.schedule" role="command">Restore Schedule</GUIRef>. However, you cannot use this
		  functionality if you use <Link href="/baanerp/td/glossary/glossary#000326" role="glossary">planned warehouse orders</Link>.</ListItem>
         <ListItem>If the <GUIRef href="/baanerp/tc/com/tccom4110s000#tccom110.ucnd" role="manual">Use Confirmation</GUIRef> check box is selected in the <GUIRef href="/baanerp/tc/com/tccom4110s000" role="session">Sold-to Business Partner (tccom4110s000)</GUIRef> session, you cannot approve sales schedules
		  before the <GUIRef href="/baanerp/td/sls/tdsls3107m000#tdsls307.qccf" role="manual">Confirmed Quantity</GUIRef> and <GUIRef href="/baanerp/td/sls/tdsls3107m000#tdsls307.cfdt" role="manual">Confirmation Date</GUIRef> fields are filled on the sales
		  schedule line(s).</ListItem>
      </List>
   </Note>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000374" role="manual">Sales schedules and Enterprise Planning</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000130" role="manual">Sales schedule procedure</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000063" role="manual">Sales contracts - overview</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000128" role="manual">Automatic sales schedule processing</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000369" role="manual">Planned warehouse orders</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>