| Sales schedules and Enterprise Planning |  |
| In Order Management you can use sales schedules for customers who place orders on a regular basis for a relatively long period. If a sales schedule is approved, sales requirements are stored in Enterprise Planning. Enterprise Planning handles sales schedules as normal sales orders. To handle sales schedule requirements in Enterprise Planning After a sales schedule is approved, it depends on the type of schedule how Enterprise Planning handles the sales requirements. Shipping schedules and sequence shipping schedules If you approve a Shipping Schedule or Sequence Shipping Schedule, ERP LN stores the sales requirements in: The Planned Inventory Transactions (whinp1500m000) session as a planned inventory transaction of type Sales Schedule. The Item Master Plan (cprmp2101m000) session as a customer order. The Item Order Plan (cprrp0520m000) session as an order of type Sales Schedule. Material releases If you approve a Material Release: Item Master Plan (cprmp2101m000) ERP LN stores the sales requirements for the related item in the Unconfirmed Customer Orders field. Item Order Plan (cprrp0520m000) The requirements are shown as an order of type Sales Schedule Customer orders for the item represent normal sales orders plus the schedule requirements in the material release that have the Requirement Type set to Firm. In Enterprise Planning, customer orders are added to the demand for the item and consumed from the forecast. Sales requirements that originate from a Material Release end up as unconfirmed customer orders in the item master plan. These requirements do not affect the planning in Enterprise Planning and are only displayed to show which part of the customer orders is not yet confirmed. In the Item Order Plan (cprrp0520m000) session, you can view the sales requirements of a Material Release as sales schedule forecast. Master planning and order planning When you update or simulate the master plan or the order plan, ERP LN takes into account the required quantities of sales schedules. ERP LN retrieves: The planned quantities for a Shipping Schedule or Sequence Shipping Schedule from the Planned Inventory Transactions (whinp1500m000) session. The quantities for a Material Release from the Sales Schedule Lines (tdsls3107m000) session. Change of quantity and dates If order quantities or (delivery) dates of a sales schedule change, and the Online ATP Update in EP check box is selected in the EP Parameters (cprpd0100m000) session, Enterprise Planning performs an ATP update for the item. This update is similar to the ATP update that Enterprise Planning carries out if anything changes in planned receipts or planned issues in the Planned Inventory Transactions (whinp1500m000) session. In case of changes, Enterprise Planning also sets the net change date in the Items - Planning (cprpd1100m000) session, so changes are taken into account during a planning run. To retrieve required quantities for a plan period A Shipping Schedule or Sequence Shipping Schedule can end in the middle of a plan period. As a result, an overlap exists between the Shipping Schedule or Sequence Shipping Schedule and the Material Release in that specific plan period. For this reason, ERP LN distinguishes between a Material Release that overlaps a Shipping Schedule or Sequence Shipping Schedule, and a Material Release that does not. To determine planned quantities for a material release that does not overlap a (sequence) shipping schedule For a Material Release that does not overlap a Shipping Schedule or Sequence Shipping Schedule in a plan period, ERP LN retrieves the total required quantity for the plan period from the Sales Schedule Lines (tdsls3107m000) session. ERP LN uses the following parameters from the Sales Contract Line Logistic Data (tdsls3102m000) or the Items - Sales Business Partner (tdisa0510m000) session to determine whether or not the planned requirements are accumulated: Distribute Planned Requirements Accumulate Demand On Start Date Of The Period Note If the Distribute Planned Requirements is cleared, the Accumulate Demand On Start Date Of The Period is always selected. Examples Example 1 The Distribute Planned Requirements check box and the Accumulate Demand On Start Date Of The Period check box are both selected.
Day | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | ---
MRL001 | 50 | - | - | - | -
SHP001 / SEQ001 | - | - | - | - | -
Planning, sales schedule forecast | 50 | - | - | - | -
The first day is filled with the total quantity of the material release, because the Accumulate Demand On Start Date Of The Period check box is selected. Example 2 The Distribute Planned Requirements check box is selected and the Accumulate Demand On Start Date Of The Period check box is cleared.
Day | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | ---
MRL001 | 50 | - | - | - | -
SHP001 / SEQ001 | - | - | - | - | -
Planning, sales schedule forecast | 10 | 10 | 10 | 10 | 10
The total quantity of the material release, which must not be accumulated, is divided over the five calendar days in the plan period. To determine planned quantities for a material release that overlaps a (sequence) shipping schedule For a Material Release that overlaps a Shipping Schedule or Sequence Shipping Schedule in a plan period, ERP LN uses the following parameters from the Sales Contract Line Logistic Data (tdsls3102m000) or the Items - Sales Business Partner (tdisa0510m000) session to determine how to calculate and distribute the planned requirements: Nett Planned Requirements Linear Estimate Distribute Planned Requirements Note If the Nett Planned Requirements check box is cleared, the Linear Estimate check box is also cleared and disabled. Examples Example 1 The Nett Planned Requirements check box is cleared and the Distribute Planned Requirements check box is selected.
Day | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | ---
MRL001 | 50 | - | - | - | -
SHP001 / SEQ001 | 20 | 10 | - | - | -
Planning, sales schedule | 20 | 10 | - | - | -
Planning, sales schedule forecast | 10 | 10 | 10 | 10 | 10
Because the Nett Planned Requirements is cleared, planned quantities can be entered for all days in the period, including the days that are filled by the shipping schedule (day 1 and 2). Because the Distribute Planned Requirements is selected, ERP LN equally spreads the total quantity of the material release over the number of days in the period. Example 2 The Nett Planned Requirements, Linear Estimate, and Distribute Planned Requirements check boxes are all selected.
- | Week 1 | Week 2 | Week 3
Day | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ---
MRL001 | - | - | 50 | - | - | - | - | 50 | - | - | - | - | 50 | - | -
SHP001 / SEQ001 | 10 | 9 | 8 | 12 | 10 | 12 | 9 | - | - | - | - | - | - | - | -
Planning, sales schedule | 10 | 9 | 8 | 12 | 10 | 12 | 9 | - | - | - | - | - | - | - | -
Planning, sales schedule forecast | - | - | - | - | - | - | - | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10
Week 1 A material release exists, but the entire period is filled by the shipping schedule. As a result, Enterprise Planning only takes into account the shipping schedule. Week 2 An overlap exists between the material release and the shipping schedule. Because the Nett Planned Requirements is selected, planned quantities are only applicable for the days that are not filled by the shipping schedule (day 3, 4, and 5). Because the Linear Estimate check box is selected, ERP LN divides the quantity of the material release by the number of days in the plan period (50/5 = 10) and then determines the planned requirements for the non-overlapping period (10 * 3 = 30). Because the Distribute Planned Requirements is selected, the days that are not filled by the shipping schedule, receive the calculated quantity of 10 (30/3). Week 3 Only a material release exists and Enterprise Planning takes into account the related quantity. Because the Distribute Planned Requirements is selected, ERP LN equally spreads the total quantity of the material release over the number of days in the period. Example 3 The Nett Planned Requirements check box is selected and the Linear Estimate and Distribute Planned Requirements check boxes are cleared.
- | Week 1 | Week 2 | Week 3
Day | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ---
MRL001 | - | - | 50 | - | - | - | - | 50 | - | - | - | - | 50 | - | -
SHP001 / SEQ001 | 10 | 9 | 8 | 12 | 10 | 12 | 9 | - | - | - | - | - | - | - | -
Planning, sales schedule | 10 | 9 | 8 | 12 | 10 | 12 | 9 | - | - | - | - | - | - | - | -
Planning, sales schedule forecast | - | - | - | - | - | - | - | 29 | - | - | 50 | - | - | - | -
Week 2 Because the Linear Estimate check box is cleared, ERP LN distributes the material release in week 2 without linear estimate. This means that ERP LN subtracts the shipping schedule quantity from the total material release quantity for the period (50 - 21 = 29). Because the Distribute Planned Requirements check box is cleared, the first day of week 2 that has no shipping schedule quantity, is filled with the remaining quantity of the material release. Week 3 The first day of week 3 is filled with the total quantity of the material release, because the Distribute Planned Requirements check box is cleared. Example 4 This example shows what happens if the quantity of the material release changes from 50 to 60. In this example, the Nett Planned Requirements and Distribute Planned Requirements check boxes are selected and the Linear Estimate check box is cleared.
- | Week 1 | Week 2 | Week 3
Day | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ---
MRL001 | - | - | 50 | - | - | - | 50 | –> | 60 | - | - | - | 50 | - | -
SHP001 / SEQ001 | 10 | 9 | 8 | 12 | 10 | 12 | 9 | - | - | - | - | - | - | - | -
Update | - | - | - | - | - | - | - | +3 | +3 | +4 | - | - | - | - | -
Planning, sales schedule | 10 | 9 | 8 | 12 | 10 | 12 | 9 | - | - | - | - | - | - | - | -
Planning, sales schedule forecast | - | - | - | - | - | - | - | 13 | 13 | 13 | 10 | 10 | 10 | 10 | 10
Week 2 Because the Linear Estimate check box is cleared, ERP LN calculates the remaining quantity as follows: 60 - 12 - 9 = 39. Because the Distribute Planned Requirements check box is selected, ERP LN equally spreads the remaining quantity of the material release over the number of days in the period. Because the Nett Planned Requirements is selected, planned quantities are only entered for the days that are not filled by the shipping schedule (day 3, 4, and 5). Now that planned quantities are increased, Enterprise Planning decreases the ATP quantities for the item. Example 5 This example shows what happens if the quantity of the shipping schedule changes from 9 to 15 on day 2 of week 2. In this example, the Nett Planned Requirements and Distribute Planned Requirements check boxes are selected and the Linear Estimate check box is cleared.
- | Week 1 | Week 2 | Week 3
Day | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5 | 1 | 2 | 3 | 4 | 5
--- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ---
MRL001 | - | - | 50 | - | - | - | - | 60 | - | - | - | - | 50 | - | -
SHP001 / SEQ001 | 10 | 9 | 8 | 12 | 10 | 12 | 15 | - | - | - | - | - | - | - | -
Update | - | - | - | - | - | - | +6 | -2 | -2 | -2 | - | - | - | - | -
Planning, sales schedule | 10 | 9 | 8 | 12 | 10 | 12 | 15 | - | - | - | - | - | - | - | -
Planning, sales schedule forecast | - | - | - | - | - | - | - | 11 | 11 | 11 | 10 | 10 | 10 | 10 | 10
This change results in a change in the Planned Inventory Transactions (whinp1500m000) session. ERP LN sends this change to Enterprise Planning for the ATP update. Obviously, changes in the shipping schedule quantities also affect the material release for week 2. Week 2 Because the Linear Estimate check box is cleared, ERP LN calculates the remaining quantity as follows: 60 - 12 - 15 = 33. Because the Distribute Planned Requirements check box is selected, ERP LN equally spreads the remaining quantity of the material release over the number of days in the period. Because the Nett Planned Requirements is selected, planned quantities are only entered for the days that are not filled by the shipping schedule (day 3, 4, and 5). On day 2, the firm quantity of 15 replaces the earlier received planned quantity. Now that planned quantities are decreased, Enterprise Planning increases the ATP quantities for the item. Related topics To approve sales schedules Sales releases Overview of sales schedule handling |