<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000353" xml:lang="en">
   <Header>
      <Title>Purchase schedule cumulatives</Title>
      <Keyword type="header" order="d1e1612800">
         <Level1>Cumulatives</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1612803">
         <Level1>CUMs</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1612806">
         <Level1>Puchase schedule</Level1>
         <Level2>cumulatives</Level2>
      </Keyword>
   </Header>
   <AimSection ID="aim_procurement_schedule_cumulatives">
      <List>
         <ListIntro>Purchase schedule <Link href="/baanerp/td/glossary/glossary#CumulaCUMs_td" role="glossary">cumulatives</Link> (CUMs) are used to do the following:</ListIntro>
         <ListItem>Keep track of a schedule's total ordered and received
		  quantities</ListItem>
         <ListItem>Calculate overdeliveries and underdeliveries for <Link href="/baanerp/td/glossary/glossary#000334" role="glossary">push schedules</Link>
         </ListItem>
         <ListItem>Inform the supplier on the received quantity</ListItem>
      </List>
   </AimSection>
   <GeneralSection>
      <SectionTitle>Cumulatives</SectionTitle>
      <List>
         <ListIntro>In <GUIRef href="/baanerp/procurement" role="package">Procurement</GUIRef>, the following CUMs are supported:</ListIntro>
         <ListItem>
            <Link href="/baanerp/td/glossary/glossary#000005" role="glossary">Shipped cumulatives</Link>, which can be viewed in the <Link href="/baanerp/td/pur/tdpur3131m000" role="session">Shipped Cumulatives (tdpur3131m000)</Link> session.</ListItem>
         <ListItem>
            <Link href="/baanerp/td/glossary/glossary#000006" role="glossary">Received cumulatives</Link>, which can be viewed in the <Link href="/baanerp/td/pur/tdpur3132m000" role="session">Received Cumulatives (tdpur3132m000)</Link> session.</ListItem>
         <ListItem>
            <Link href="/baanerp/td/glossary/glossary#000004" role="glossary">Required cumulatives</Link>, which can be viewed in the <Link href="/baanerp/td/pur/tdpur3130m000" role="session">Required Cumulatives (tdpur3130m000)</Link> session.</ListItem>
         <ListItem>
            <Link href="/baanerp/td/glossary/glossary#000007" role="glossary">Invoiced cumulatives</Link>, which can be viewed in the <Link href="/baanerp/td/pur/tdpur3133m000" role="session">Invoiced Cumulatives (tdpur3133m000)</Link> session.</ListItem>
      </List>
      <ProcedureList>
         <ListIntro>When a purchase schedule is released, ERP Enterprise inserts records in the
		  previously mentioned sessions in the following order:</ListIntro>
         <ListItem>A shipped cumulative record is inserted/updated when an <Link href="/baanerp/wh/glossary/glossary#000308" role="glossary">advance shipment notice</Link> is received from the supplier. The shipped quantity
		  communicated by the supplier is inserted.</ListItem>
         <ListItem>A received cumulative record is inserted/updated when a <Link href="/baanerp/wh/glossary/glossary#000373" role="glossary">receipt</Link> is made in <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>. The
		  actually received quantity is inserted.</ListItem>
         <ListItem>A required cumulative record is inserted/updated when a receipt
		  is confirmed in <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>. The total required quantity for the schedule line(s) is
		  inserted.</ListItem>
         <ListItem>An invoiced cumulative record is inserted when an <Link href="/baanerp/ci/glossary/glossary#000005" role="glossary">invoice</Link> is approved in <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef>.</ListItem>
      </ProcedureList>
      <Paragraph>In general, cumulatives are calculated and updated based on
		schedule number, <Link href="/baanerp/td/glossary/glossary#000350" role="glossary">CUM reset date</Link>, and transaction date, which can be the
		shipment date, receipt date, planned requirement date, or invoice date. The
		schedule number and the transaction date are determined when the transaction
		takes place.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>You can reset the cumulatives in the <Link href="/baanerp/td/pur/tdpur3230m000" role="session">Reset Cumulatives (tdpur3230m000)</Link> session.</Paragraph>
      </Note>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Cumulative models</SectionTitle>
      <Paragraph>Two cumulative models exist based on which the communicated
		cumulatives are used in a logistic company.</Paragraph>
      <List>
         <ListIntro>In the <GUIRef href="/baanerp/td/pur/tdpur0100m300#tdpur000.cumm" role="field">Model for CUMs</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m300" role="session">Purchase Contract Parameters (tdpur0100m300)</GUIRef> session, you can select one of the
		  following models:</ListIntro>
         <ListItemHead>Receipt based CUM model</ListItemHead>
         <ListItem>In receipt based schedules, the supplier's position is taken
		  into account. As a result, in case of an underdelivery, schedule lines with a
		  planned requirement date that falls before the next <Link href="/baanerp/td/glossary/glossary#000355" role="glossary">schedule issue date</Link> are inserted as <Link href="/baanerp/td/glossary/glossary#000000000000014" role="glossary">immediate requirements</Link> in the <GUIRef href="/baanerp/td/pur/tdpur3522m000" role="session">Purchase Release Line - Details (tdpur3522m000)</GUIRef> session. Furthermore, the total
		  received CUM is communicated to the supplier.</ListItem>
         <ListItemHead>Order based CUM model</ListItemHead>
         <ListItem>Order based schedules are independent of the supplier's
		  position. In case of an overdelivery or underdelivery, suppliers are
		  responsible for calculating their position in relation to the demand. As a
		  result, all ordered quantities are communicated to the supplier, after which
		  the supplier subtracts the shipped quantity from the ordered quantity. To have
		  more information on how the supplier handles underdeliveries and
		  overdeliveries, refer to <Link href="/baanerp/td/onlinemanual/000370" role="manual">Adjusting sales schedules</Link>.</ListItem>
      </List>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>For push schedules, goods are usually received against a <Link href="/baanerp/td/glossary/glossary#000342" role="glossary">blanket warehouse order</Link> and the purchase release usually contains <Link href="/baanerp/td/glossary/glossary#000343" role="glossary">clustered</Link> schedule lines. In case of a receipt of goods,
		  the goods are distributed over the schedule lines with the oldest unfulfilled
		  requirement of the type Immediate or Firm. For more information, refer to <Link href="/baanerp/td/onlinemanual/000351" role="manual">Clustering purchase schedule lines</Link>.</Paragraph>
      </Note>
      <ExampleSection>
         <SectionTitle>Example</SectionTitle>
         <Paragraph>
            <Emphasis>Schedule Number 10000001</Emphasis>
         </Paragraph>
         <TABLE border="1" width="100%" space-and-orientation="portrait-max"
                borderstyle="default">
            <TBODY noTR="4">
               <TR no="1" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Requirement
				  date</TH>
                  <TH width="16%" rowspan="1" colspan="1">Position no.</TH>
                  <TH width="16%" rowspan="1" colspan="1">Ordered Qty.</TH>
                  <TH width="17%" rowspan="1" colspan="1">Delivered Qty.</TH>
                  <TH width="20%" rowspan="1" colspan="1">Requirement type</TH>
                  <TH width="11%" rowspan="1" colspan="1">Price</TH>
               </TR>
               <TR no="2" isLast="false">
                  <TD width="20%" rowspan="1" colspan="1">11/01/2001</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">5 pieces</TD>
                  <TD width="17%" rowspan="1" colspan="1">0
				  pieces</TD>
                  <TD width="20%" rowspan="1" colspan="1">firm</TD>
                  <TD width="10%" rowspan="1" colspan="1">10</TD>
               </TR>
               <TR no="3" isLast="false">
                  <TD width="20%" rowspan="1" colspan="1">12/01/2001</TD>
                  <TD width="16%" rowspan="1" colspan="1">20</TD>
                  <TD width="16%" rowspan="1" colspan="1">5
				  pieces</TD>
                  <TD width="17%" rowspan="1" colspan="1">0 pieces</TD>
                  <TD width="20%" rowspan="1" colspan="1">firm</TD>
                  <TD width="10%" rowspan="1" colspan="1">10</TD>
               </TR>
               <TR no="4" isLast="true">
                  <TD width="20%" rowspan="1" colspan="1">13/01/2001</TD>
                  <TD width="16%" rowspan="1" colspan="1">30</TD>
                  <TD width="16%" rowspan="1" colspan="1">5 pieces</TD>
                  <TD width="17%" rowspan="1" colspan="1">0
				  pieces</TD>
                  <TD width="20%" rowspan="1" colspan="1">firm</TD>
                  <TD width="10%" rowspan="1" colspan="1">10</TD>
               </TR>
            </TBODY>
         </TABLE>
      </ExampleSection>
      <ProcedureSection>
         <Steps>
            <StepsIntro>If, on 10 January 2001, a receipt is confirmed of seven
			 pieces, receipt 0001, packing slip 001, the following steps are performed/ the
			 following information is exchanged between the <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef> module
			 and <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>:</StepsIntro>
            <Step>
               <StepTitle>Select purchase schedule lines</StepTitle>
               <Paragraph>The purchase schedule lines are selected in the sequence
				of oldest unfulfilled requirement of the type Firm. This means that first
				receipts are booked on the requirement of 11 January 2001, then on the
				requirement of 12 January 2001, and so on. Receipts can be booked on schedule
				lines for a maximum of the ordered quantity.</Paragraph>
               <List>
                  <ListIntro>In our example, a receipt of seven pieces is booked as
				  follows:</ListIntro>
                  <ListItem>11 January 2001: although seven pieces are delivered,
				  five pieces can be received on this line.</ListItem>
                  <ListItem>12 January 2001: although the ordered quantity is five
				  pieces, only two pieces of the actually delivered quantity are assigned to this
				  line (five pieces are assigned to the schedule line of 11 January 2001, which
				  is older). This means that this line is only <Link href="/baanerp/ti/glossary/glossary#PartiaDelive_ti" role="glossary">partially delivered</Link>.</ListItem>
               </List>
            </Step>
            <Step>
               <StepTitle>Update purchase schedule lines</StepTitle>
               <Paragraph>The purchase schedule lines are updated in the <GUIRef href="/baanerp/td/pur/tdpur3111m000" role="session">Purchase Schedule Lines (tdpur3111m000)</GUIRef> session.</Paragraph>
               <TABLE border="1" width="100%" space-and-orientation="portrait-max"
                      borderstyle="default">
                  <TBODY noTR="4">
                     <TR no="1" isLast="false">
                        <TH width="20%" rowspan="1" colspan="1">Requirement
						date</TH>
                        <TH width="16%" rowspan="1" colspan="1">Position no.</TH>
                        <TH width="16%" rowspan="1" colspan="1">Ordered Qty.</TH>
                        <TH width="17%" rowspan="1" colspan="1">Delivered Qty.</TH>
                        <TH width="20%" rowspan="1" colspan="1">Requirement type</TH>
                        <TH width="11%" rowspan="1" colspan="1">Price</TH>
                     </TR>
                     <TR no="2" isLast="false">
                        <TD width="20%" rowspan="1" colspan="1">11/01/2001</TD>
                        <TD width="16%" rowspan="1" colspan="1">10</TD>
                        <TD width="16%" rowspan="1" colspan="1">5 pieces</TD>
                        <TD width="17%" rowspan="1" colspan="1">5
						pieces</TD>
                        <TD width="20%" rowspan="1" colspan="1">firm</TD>
                        <TD width="10%" rowspan="1" colspan="1">10</TD>
                     </TR>
                     <TR no="3" isLast="false">
                        <TD width="20%" rowspan="1" colspan="1">12/01/2001</TD>
                        <TD width="16%" rowspan="1" colspan="1">20</TD>
                        <TD width="16%" rowspan="1" colspan="1">5
						pieces</TD>
                        <TD width="17%" rowspan="1" colspan="1">2 pieces</TD>
                        <TD width="20%" rowspan="1" colspan="1">firm</TD>
                        <TD width="10%" rowspan="1" colspan="1">10</TD>
                     </TR>
                     <TR no="4" isLast="true">
                        <TD width="20%" rowspan="1" colspan="1">13/01/2001</TD>
                        <TD width="16%" rowspan="1" colspan="1">30</TD>
                        <TD width="16%" rowspan="1" colspan="1">5 pieces</TD>
                        <TD width="17%" rowspan="1" colspan="1">0
						pieces</TD>
                        <TD width="20%" rowspan="1" colspan="1">firm</TD>
                        <TD width="10%" rowspan="1" colspan="1">10</TD>
                     </TR>
                  </TBODY>
               </TABLE>
            </Step>
            <Step>
               <StepTitle>Insert receipt details</StepTitle>
               <Paragraph>The receipt details are updated in the <GUIRef href="/baanerp/td/pur/tdpur3115m200" role="session">Purchase Schedule - Receipts (tdpur3115m200)</GUIRef> session.</Paragraph>
               <TABLE border="1" width="100%" space-and-orientation="portrait-max"
                      borderstyle="default">
                  <TBODY noTR="3">
                     <TR no="1" isLast="false">
                        <TH width="17%" rowspan="1" colspan="1">Position no.</TH>
                        <TH width="16%" rowspan="1" colspan="1">Receipt no.</TH>
                        <TH width="18%" rowspan="1" colspan="1">Packing slip no.</TH>
                        <TH width="16%" rowspan="1" colspan="1">Delivered Qty.</TH>
                        <TH width="16%" rowspan="1" colspan="1">Approved Qty</TH>
                        <TH width="17%" rowspan="1" colspan="1">Rejected Qty</TH>
                     </TR>
                     <TR no="2" isLast="false">
                        <TD width="17%" rowspan="1" colspan="1">10</TD>
                        <TD width="16%" rowspan="1" colspan="1">RCP0001</TD>
                        <TD width="18%" rowspan="1" colspan="1">PS001</TD>
                        <TD width="16%" rowspan="1" colspan="1">5
						pieces</TD>
                        <TD width="16%" rowspan="1" colspan="1">0</TD>
                        <TD width="16%" rowspan="1" colspan="1">0</TD>
                     </TR>
                     <TR no="3" isLast="true">
                        <TD width="17%" rowspan="1" colspan="1">20</TD>
                        <TD width="16%" rowspan="1" colspan="1">RCP0001</TD>
                        <TD width="18%" rowspan="1" colspan="1">PS001</TD>
                        <TD width="16%" rowspan="1" colspan="1">2 pieces</TD>
                        <TD width="16%" rowspan="1" colspan="1">0</TD>
                        <TD width="16%" rowspan="1" colspan="1">0</TD>
                     </TR>
                  </TBODY>
               </TABLE>
            </Step>
            <Step>
               <StepTitle>Update planned inventory transactions</StepTitle>
               <Paragraph>
                  <Link href="/baanerp/wh/glossary/glossary#000012" role="glossary">Planned inventory transactions</Link> are updated in <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>.</Paragraph>
               <TABLE border="1" width="80%" space-and-orientation="indented-custom"
                      borderstyle="default">
                  <TBODY noTR="4">
                     <TR no="1" isLast="false">
                        <TH width="34%" rowspan="1" colspan="1">Position no.</TH>
                        <TH width="33%" rowspan="1" colspan="1">Delivery date</TH>
                        <TH width="33%" rowspan="1" colspan="1">Quantity</TH>
                     </TR>
                     <TR no="2" isLast="false">
                        <TD width="34%" rowspan="1" colspan="1">10</TD>
                        <TD width="33%" rowspan="1" colspan="1">11/01/2001</TD>
                        <TD width="33%" rowspan="1" colspan="1">0 pieces</TD>
                     </TR>
                     <TR no="3" isLast="false">
                        <TD width="34%" rowspan="1" colspan="1">20</TD>
                        <TD width="33%" rowspan="1" colspan="1">12/01/2001</TD>
                        <TD width="33%" rowspan="1" colspan="1">3
						pieces</TD>
                     </TR>
                     <TR no="4" isLast="true">
                        <TD width="34%" rowspan="1" colspan="1">30</TD>
                        <TD width="33%" rowspan="1" colspan="1">13/01/2001</TD>
                        <TD width="33%" rowspan="1" colspan="1">5 pieces</TD>
                     </TR>
                  </TBODY>
               </TABLE>
            </Step>
            <Step>
               <StepTitle>Update received cumulatives</StepTitle>
               <Paragraph>The received cumulatives are updated in the <GUIRef href="/baanerp/td/pur/tdpur3132m000" role="session">Received Cumulatives (tdpur3132m000)</GUIRef> session.</Paragraph>
               <TABLE border="1" width="100%" space-and-orientation="indented-custom"
                      borderstyle="default">
                  <TBODY noTR="2">
                     <TR no="1" isLast="false">
                        <TH width="20%" rowspan="1" colspan="1">Receipt
						no.</TH>
                        <TH width="20%" rowspan="1" colspan="1">Packing slip no.</TH>
                        <TH width="20%" rowspan="1" colspan="1">Transaction
						date</TH>
                        <TH width="20%" rowspan="1" colspan="1">Received quantity</TH>
                        <TH width="20%" rowspan="1" colspan="1">Received
						CUM</TH>
                     </TR>
                     <TR no="2" isLast="true">
                        <TD width="20%" rowspan="1" colspan="1">RCP0001</TD>
                        <TD width="20%" rowspan="1" colspan="1">PS001</TD>
                        <TD width="20%" rowspan="1" colspan="1">10/1/2001</TD>
                        <TD width="20%" rowspan="1" colspan="1">7</TD>
                        <TD width="20%" rowspan="1" colspan="1">7</TD>
                     </TR>
                  </TBODY>
               </TABLE>
            </Step>
            <Step>
               <StepTitle>Update required cumulatives</StepTitle>
               <Paragraph>The required cumulatives are updated in the <GUIRef href="/baanerp/td/pur/tdpur3130m000" role="session">Required Cumulatives (tdpur3130m000)</GUIRef> session.</Paragraph>
               <TABLE border="1" width="90%" space-and-orientation="indented-custom"
                      borderstyle="default">
                  <TBODY noTR="3">
                     <TR no="1" isLast="false">
                        <TH width="38%" rowspan="1" colspan="1">Planned
						requirement date</TH>
                        <TH width="32%" rowspan="1" colspan="1">Required quantity</TH>
                        <TH width="30%" rowspan="1" colspan="1">Required CUM</TH>
                     </TR>
                     <TR no="2" isLast="false">
                        <TD width="38%" rowspan="1" colspan="1">11/01/2001</TD>
                        <TD width="32%" rowspan="1" colspan="1">5</TD>
                        <TD width="30%" rowspan="1" colspan="1">5</TD>
                     </TR>
                     <TR no="3" isLast="true">
                        <TD width="38%" rowspan="1" colspan="1">12/01/2001</TD>
                        <TD width="32%" rowspan="1" colspan="1">5</TD>
                        <TD width="30%" rowspan="1" colspan="1">10</TD>
                     </TR>
                  </TBODY>
               </TABLE>
            </Step>
         </Steps>
      </ProcedureSection>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000355" role="manual">To reset purchase schedule cumulatives</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/wh/onlinemanual/000333" role="manual">Purchase schedule receipts</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/wh/onlinemanual/000332" role="manual">Blanket warehousing orders</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000355" role="manual">To reset purchase schedule cumulatives</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/wh/onlinemanual/000035" role="manual">Planned inventory transactions</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>