Scheduling Agreement

A customer scheduling agreement is an outline agreement with the customer containing delivery quantities and dates. These are then entered as schedule lines in a delivery schedule. You can either create schedule lines when you create the scheduling agreement or you can create them later.You fulfill a scheduling agreement by creating the deliveries in the schedule as they become due. You process deliveries for a scheduling agreement in exactly the same way as you process a normal delivery. After you have carried out the delivery, the system updates the Delivered quantity field in the scheduling agreement item with the delivery quantity.The scheduling agreement is used as a basis for delivering a material. The customer sends in scheduling agreement releases, referred to as delivery schedules, at regular intervals to release a quantity of the material.Document TypesTo configure document types for scheduling agreements, choose Sales -> Sales Documents -> Sales Document Header -> Define sales document types in Customizing for Sales and Distribution.The R/3 System contains the following document types for component suppliers:LZ - Scheduling agreement with delivery schedules (no external agents)LZM - Scheduling agreement with delivery orders LK - Scheduling agreement with delivery schedules (external agents)ED - Delivery by external agent (consignment issue)EDKO - External agent correctionRZ - Scheduling agreement returns (no external agents)KAZU - Consignment pick-up for external agentsKRZU - Consignment returns for external agentsItem CategoriesTo configure item categories for scheduling agreements, choose Sales -> Sales Documents -> Sales Document Item -> Define item categories in Customizing for Sales and Distribution.The system determines the following item categories for the related document types indocuments containing materials with item category group NORM:Item category LZN for scheduling agreement type LZItem category LZMA for scheduling agreement type LZMItem category LKN for scheduling agreement type LKItem category KEN for document type EDItem category EDK for positive corrections (or the manual alternative EDK1 for negative corrections) for document type EDKOItem category REN for document type RZItem category KAN for document type KAZUItem category KRN for document type KRZUSchedule Line CategoriesTo configure schedule line categories for scheduling agreements, choose Sales -> Sales Documents -> Schedule lines -> Define or Assign schedule line categories in Customizing for Sales and Distribution.The R/3 System contains the following schedule line categories for component suppliers:L1, BN, L2, and CN for item category LZNE4, E0, E5, and BN for item category LKNL2 for item category LZMA (standard for delivery order processing)Schedule Line TypesTo configure schedule line types for scheduling agreements, choose Sales -> Sales Documents -> Scheduling Agreements with Delivery Schedules -> Define schedule line types in Customizing for Sales and Distribution.Creating Scheduling AgreementsTo create a scheduling agreement with delivery schedules:1. In the Sales menu http://Ext. choose Scheduling agreement ->Create.2. Enter scheduling agreement type LK (standard) or LZ (external agents) and the relevantorganizational data.3. Choose ENTER.4. Enter the following data:Sold-to or ship-to party numberPurchase order or closing numberMaterial or customer material numberYou can use the Description field to identify the scheduling agreement. For example,you could enter the model year for a particular production series.The system allows up to 35 digits for a customer material number.Rounding quantity UsageChoose Goto -> Header -> Sales to enter the usage at header level, or Goto -> Item-> Sales A to enter it at item level. The system proposes usage S, for series, as default in both cases.Planning indicator Choose Goto -> Header ->Sales.Target quantityMark an item and choose Goto -> Item -> Sales APartnersFor scheduling agreements with external agents , choose Goto -> Header->Partners to enter the external agent as forwarding agent and special stock partneron the partner function screen.5. Create a delivery schedule Mark an item in the scheduling agreement and choose Goto -> Item -> . Enter:A delivery schedule number and dateThe cumulative quantity received by the customerThe last delivery confirmed by the customerA schedule line with date, time, and quantityTo enter additional data in the delivery schedule, choose DlvSch.Hdr (delivery schedule header).configuration:img->SD->Sales->sales document->scheduling agreements with delivery schedules->step1: define schedule line typesschedule line types are not schedule line categories. Schedule line types are used for information purpose only.stds are 1. fixed date 2. backlog 3. immediate requirement 4. estimatestep2: maintain planning delivery sched. instruct/splitting rulesThe planning delivery schedule is an internal delivery schedule used to plan requirement s more efficiently. It is sub divided into 3 parts2.1 delivery schedule splitting rules2.2 dly schedule instrusctions2.3 assign dly schedule splitting rulesstep3: define sales documents typestep4 : define item categoriesstep5: define schedule line categoriesstep6: maintain copy controlPROCESSstep1: create scheduling agreementVA31enter SP,SH valid from, valid to,goto ITEM OVERVIEW tabenter material, rouding qtyselect ITEM click on FORECAST DLSCHenter different dly dates and qtiessave it.step2: create sales order with reference to abovestep3: create deliverystep4: create billing