<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000370" xml:lang="en">
   <Header>
      <Title>Adjusting sales schedules</Title>
      <Keyword type="header" order="d1e1618874">
         <Level1>Sales schedule</Level1>
         <Level2>adjusting</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1618879">
         <Level1>Under-delivery</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1618882">
         <Level1>Over-delivery</Level1>
      </Keyword>
   </Header>
   <AimSection ID="aim_sales_schedule_adjustment">
      <Paragraph>Before a non-referenced sales schedule is approved, the sales
		schedule can be checked and adjusted for under-delivery and over-delivery.</Paragraph>
   </AimSection>
   <Note>
      <SectionTitle>Note</SectionTitle>
      <List>
         <ListItem>Referenced sales schedules, material releases, pick-up sheets,
		  and delivery contracts are not checked or adjusted for under-delivery or
		  over-delivery.</ListItem>
         <ListItem>Sales schedule adjustment is an optional step in the sales
		  schedule procedure.</ListItem>
         <ListItem>If you synchronize sales schedule cumulatives based on external
		  component data, you can still execute the adjustment functionality. However,
		  this is not logical, because schedule adjustment is probably also handled by
		  the external component. For more information, refer to <Link href="/baanerp/td/onlinemanual/000441" role="manual">To synchronize CUMs based on external component data</Link>.</ListItem>
      </List>
   </Note>
   <GeneralSection>
      <List>
         <ListIntro>To adjust the incoming sales schedule requirements, execute
		  one of the following:</ListIntro>
         <ListItem>Run the <Link href="/baanerp/td/sls/tdsls3210m000" role="session">Adjust Sales Schedules (tdsls3210m000)</Link> session.</ListItem>
         <ListItem>Run the <Link href="/baanerp/td/sls/tdsls3211m000" role="session">Approve Sales Schedules (tdsls3211m000)</Link> session with the <GUIRef href="/baanerp/td/sls/tdsls3211m000#f.adjust.req" role="manual">Adjust</GUIRef> check box selected.</ListItem>
      </List>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>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.adja" role="manual">Activity Adjust Sales Schedules Applicable</GUIRef> and <GUIRef href="/baanerp/tc/trm/tctrm1131m000#tctrm131.aads" role="manual">Automatically Adjust Sales Schedules</GUIRef> check boxes are
		  selected for the terms and conditions agreement, sales schedule adjustment is
		  automatically executed.</Paragraph>
      </Note>
      <Paragraph>The calculation that takes place to identify an under-delivery
		or an over-delivery depends on the CUM model that you use. This CUM model is
		specified in the <Link href="/baanerp/td/isa/tdisa0510m000#tdisa010.cmus" role="formfield">CUM Model used</Link> field of the <GUIRef href="/baanerp/td/isa/tdisa0510m000" role="session">Items - Sales Business Partner (tdisa0510m000)</GUIRef> and/or <GUIRef href="/baanerp/td/sls/tdsls3102m000" role="session">Sales Contract Line Logistic Data (tdsls3102m000)</GUIRef> session.</Paragraph>
      <List>
         <ListIntro>The following CUM models are available:</ListIntro>
         <ListItem>
            <GUIRef href="/baanerp/td/domains/gen.cumm#order" role="option">Order Based</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/domains/gen.cumm#receipt" role="option">Receipt Based</GUIRef>
         </ListItem>
      </List>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>ERP Enterprise can
		  only calculate an over-delivery or under-delivery if the <GUIRef href="/baanerp/td/sls/tdsls3131m000#tdsls331.crdt" role="field">Cumulative Reset Date</GUIRef> is equal for all the sales
		  schedule's cumulatives.</Paragraph>
      </Note>
      <GeneralSection>
         <SectionTitle>Order Based</SectionTitle>
         <Paragraph>If you have agreed with your business partner to use an <GUIRef href="/baanerp/td/domains/gen.cumm#order" role="option">Order Based</GUIRef> CUM model, your business partner provides the <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qicp" role="field">Prior Required CUM</GUIRef> when sending a new sales schedule requirement. Each time
		  your business partner sends requirements, a new <Link href="/baanerp/td/glossary/glossary#000357" role="glossary">sales schedule revision number</Link> is created.</Paragraph>
         <Paragraph>To determine an over-delivery or under-delivery for an <GUIRef href="/baanerp/td/domains/gen.cumm#order" role="option">Order Based</GUIRef> CUM model, ERP Enterprise carries out the following calculation:</Paragraph>
         <Formula space-and-orientation="indented-estimated">
            <Paragraph>Total Adjustment Quantity = <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qics" role="manual" Update="Yes">Cumulative Shipped Quantity</GUIRef> - <Link href="/baanerp/td/glossary/glossary#000356" role="glossary" Update="Yes">prior required CUM</Link>.</Paragraph>
         </Formula>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>You can view the <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qics" role="manual">Cumulative Shipped Quantity</GUIRef> and the <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qicp" role="field">Prior Required CUM</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls3111m000" role="session">Sales Schedules (tdsls3111m000)</GUIRef> session.</Paragraph>
         </Note>
         <Paragraph>If the result of this calculation is negative, you have
		  shipped less than your business partner required. As a result, ERP Enterprise creates a new sales
		  schedule line for the total adjustment quantity. The <GUIRef href="/baanerp/td/sls/tdsls3107m000#tdsls307.rtyp" role="field">Requirement Type</GUIRef> of this sales schedule line is <GUIRef href="/baanerp/td/domains/pur.rtyp#immediate" role="option">Immediate</GUIRef>.</Paragraph>
         <Paragraph>If the result of this calculation is positive, you have
		  shipped more than your business partner required. Therefore, ERP Enterprise decreases the
		  required quantity of the next sales schedule line with the total adjustment
		  quantity. If the sales schedule line's required quantity is decreased, the
		  sales schedule line receives the <GUIRef href="/baanerp/td/domains/sls.stat#adjusted" role="option">Adjusted</GUIRef> status. If the total adjustment quantity is equal
		  to or higher than the required quantity of the next sales schedule line, ERP Enterprise cancels this sales
		  schedule line, which therefore gets the <GUIRef href="/baanerp/td/domains/sls.stat#cancelled" role="option" Update="No">Canceled</GUIRef> status. ERP Enterprise keeps on canceling sales schedule lines and
		  adjusting sales schedule line requirements until the total adjustment quantity
		  is balanced. For more information on what happens with sales schedule lines
		  that get a zero required quantity, refer to <Link href="/baanerp/td/onlinemanual/000372" role="manual">Zero required quantity for sales schedule lines</Link>.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>If the result of the calculation is positive, the result is
			 first subtracted from over-delivered lines (if present) and then from not yet
			 delivered lines.</Paragraph>
         </Note>
      </GeneralSection>
      <ExampleSection>
         <SectionTitle>Example</SectionTitle>
         <Paragraph>Next schedule issue date in <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef>: 18-09</Paragraph>
         <TABLE border="1" width="90%" space-and-orientation="indented-custom"
                borderstyle="default">
            <TBODY noTR="5">
               <TR no="1" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Date</TH>
                  <TD width="16%" rowspan="1" colspan="1">17-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">18-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">19-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">20-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">21-09</TD>
               </TR>
               <TR no="2" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Line Number</TH>
                  <TD width="16%" rowspan="1" colspan="1">1</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">2</TD>
                  <TD width="16%" rowspan="1" colspan="1">3</TD>
               </TR>
               <TR no="3" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Ordered</TH>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
               </TR>
               <TR no="4" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Received</TH>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">0</TD>
               </TR>
               <TR no="5" isLast="true">
                  <TH width="20%" rowspan="1" colspan="1">Still needed</TH>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
               </TR>
            </TBODY>
         </TABLE>
         <Paragraph>Because line number two is already received before the next
		  schedule issue date, the quantity of 10 is put into inventory. Suppose the
		  demand of 10 on 20-09 changes into a demand of 20 on 19-09, <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> uses the
		  10 from inventory and adds another line with another 10:</Paragraph>
         <TABLE border="1" width="90%" space-and-orientation="indented-custom"
                borderstyle="default">
            <TBODY noTR="5">
               <TR no="1" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Date</TH>
                  <TD width="16%" rowspan="1" colspan="1">17-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">18-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">19-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">20-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">21-09</TD>
               </TR>
               <TR no="2" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Line Number</TH>
                  <TD width="16%" rowspan="1" colspan="1">1</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">4</TD>
                  <TD width="16%" rowspan="1" colspan="1">2</TD>
                  <TD width="16%" rowspan="1" colspan="1">3</TD>
               </TR>
               <TR no="3" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Ordered</TH>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
               </TR>
               <TR no="4" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Received</TH>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">0</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">0</TD>
               </TR>
               <TR no="5" isLast="true">
                  <TH width="20%" rowspan="1" colspan="1">Still needed</TH>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
               </TR>
            </TBODY>
         </TABLE>
         <Paragraph>When <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef> communicates the quantities to <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef>, the
		  schedule line quantities that are delivered on or after the next issue date,
		  and are therefore considered an overdelivery, are communicated in one line on
		  the schedule issue date:</Paragraph>
         <TABLE border="1" width="80%" space-and-orientation="indented-custom"
                borderstyle="default">
            <TBODY noTR="2">
               <TR no="1" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Date</TH>
                  <TD width="16%" rowspan="1" colspan="1">17-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">18-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">19-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">20-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">21-09</TD>
               </TR>
               <TR no="2" isLast="true">
                  <TH width="20%" rowspan="1" colspan="1">Ordered</TH>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
               </TR>
            </TBODY>
         </TABLE>
         <Paragraph>If in <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef>, the total shipped quantity is 20, ERP Enterprise carries out the
		  following calculation:</Paragraph>
         <Formula space-and-orientation="indented-estimated">
            <Paragraph>Total shipped CUM (20) - Prior required CUM (10) = 10.</Paragraph>
         </Formula>
         <Paragraph> 
            <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef> adjusts the overdelivery as follows:</Paragraph>
         <TABLE border="1" width="80%" space-and-orientation="indented-custom"
                borderstyle="default">
            <TBODY noTR="2">
               <TR no="1" isLast="false">
                  <TH width="20%" rowspan="1" colspan="1">Date</TH>
                  <TD width="16%" rowspan="1" colspan="1">17-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">18-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">19-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">20-09</TD>
                  <TD width="16%" rowspan="1" colspan="1">21-09</TD>
               </TR>
               <TR no="2" isLast="true">
                  <TH width="20%" rowspan="1" colspan="1">Ordered</TH>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
                  <TD width="16%" rowspan="1" colspan="1">-</TD>
                  <TD width="16%" rowspan="1" colspan="1">10</TD>
               </TR>
            </TBODY>
         </TABLE>
         <Paragraph>The required quantity of the first sales schedule line is
		  adjusted, which was the delivered line from <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef>.</Paragraph>
      </ExampleSection>
      <GeneralSection>
         <SectionTitle>Receipt Based</SectionTitle>
         <Paragraph>If you have agreed with your business partner to use a <GUIRef href="/baanerp/td/domains/gen.cumm#receipt" role="option">Receipt Based</GUIRef> CUM model, your business partner provides the <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qicr" role="manual">Received CUM</GUIRef> when sending a new requirement on the
		  sales schedule. The <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qicr" role="manual">Received CUM</GUIRef> contains the sum of all quantities that
		  your business partner previously received on the sales schedule. Each time your
		  business partner sends requirements, a new sales schedule revision number is
		  created.</Paragraph>
         <Paragraph>To be able to determine an over-delivery or unde-rdelivery for
		  a <GUIRef href="/baanerp/td/domains/gen.cumm#receipt" role="option">Receipt Based</GUIRef> CUM model, ERP Enterprise carries out the following calculation:</Paragraph>
         <Formula space-and-orientation="indented-estimated">
            <Paragraph>Total Adjustment Quantity = <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qics" role="manual" Update="Yes">Cumulative Shipped Quantity</GUIRef> - <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qicr" role="manual" Update="Yes">Received CUM</GUIRef>.</Paragraph>
         </Formula>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>You can view the <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qics" role="manual">Cumulative Shipped Quantity</GUIRef> and the <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qicr" role="manual">Received CUM</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls3111m000" role="session">Sales Schedules (tdsls3111m000)</GUIRef> session.</Paragraph>
         </Note>
         <Paragraph>If the result of this calculation is positive, you have
		  shipped more than your business partner received. As a result, ERP Enterprise assumes that the
		  difference between the <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qics" role="manual">Cumulative Shipped Quantity</GUIRef> and the <GUIRef href="/baanerp/td/sls/tdsls3111m000#tdsls311.qicr" role="manual">Received CUM</GUIRef> is in transit. Therefore, ERP Enterprise decreases the
		  required quantity of the next sales schedule line with the total adjustment
		  quantity. If the sales schedule line's required quantity is decreased, the
		  sales schedule line receives the <GUIRef href="/baanerp/td/domains/sls.stat#adjusted" role="option">Adjusted</GUIRef> status. If the total adjustment quantity is equal
		  to or higher than the required quantity of the next sales schedule line, ERP Enterprise cancels this sales
		  schedule line, which therefore gets the <GUIRef href="/baanerp/td/domains/sls.stat#cancelled" role="option" Update="No">Canceled</GUIRef> status. ERP Enterprise keeps on canceling sales schedule lines and
		  adjusting sales schedule line requirements until the total adjustment quantity
		  is balanced. For more information on what happens with sales schedule lines
		  that get a zero required quantity, refer to <Link href="/baanerp/td/onlinemanual/000372" role="manual">Zero required quantity for sales schedule lines</Link>.</Paragraph>
         <Paragraph>If the result of this calculation is negative, you have
		  shipped less than your business partner received. In this case, ERP Enterprise does not adjust
		  sales schedule lines, but adds a warning message on the report. The reason for
		  this is that in a <GUIRef href="/baanerp/td/domains/gen.cumm#receipt" role="option">Receipt Based</GUIRef> CUM model, your business partner is responsible for solving the
		  difference (see also: <Link href="/baanerp/td/onlinemanual/000353" role="manual">Purchase schedule cumulatives</Link>). In this
		  case, you can decide to create a <GUIRef href="/baanerp/td/domains/rctp#shipcorr" role="option">Correction</GUIRef> record in the <GUIRef href="/baanerp/td/sls/tdsls3140m200" role="session">Sales Schedule Invoice Lines (tdsls3140m200)</GUIRef> session. For more information on invoice
		  corrections, refer to <Link href="/baanerp/td/onlinemanual/000365" role="manual">Sales schedules and Central Invoicing</Link>.</Paragraph>
         <Paragraph>After ERP Enterprise has carried out the adjustment process and the adjusted and newly
		  created sales schedule lines are not yet approved, you can approve them in the <GUIRef href="/baanerp/td/sls/tdsls3211m000" role="session">Approve Sales Schedules (tdsls3211m000)</GUIRef> session.</Paragraph>
      </GeneralSection>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000358" role="manual">Approving sales schedules</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000361" role="manual">Sales schedule cumulatives</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000353" role="manual">Purchase schedule cumulatives</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000500" role="manual">Overview of terms and conditions</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000128" role="manual">Automatic sales schedule processing</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>