Scheduling agreements

[Former Member]

Hi Friends

Please provide details about Scheduling agreements process and configuration.If u have any documents pls send to my Mail ID : sajjabalaji@gmail.com

Regards

Balu

[Former Member · Accepted solution]

Hi

Schedule agreements allow you to have 2 different sets of schedule lines (VBEP-ABART). Standard SAP you should have two sets of tabs - of schedule lines. One Forecast & the other JIT. Forecast forwards the schedule lines to planning (seen in MD04) and JIT passes them to shipping (VL10). They can be identical or different. Typically these are used for component supplier customers (namely Automotive). The customer will provide you 4-10 weekly buckets (usually a

Monday date) of future forecast qtys. Also send you 1-2 weeks of individual FIRM ship dates - which are entered on the JIT. It comes down to the customer not knowing exactly what they need next week, but they don't want to surprise you with a large order qty, where your lead times are 5+ days. The foretasted qtys they sent last week should account for this.

To create a scheduling agreement, proceed as follows:

1. On the initial screen, choose Logistics

2. Sales and distribution Sales. Choose Outline agreement

3. Scheduling agreement Create. Enter the scheduling agreement type and, if necessary, the organizational data.

The values for sales organization, for distribution channel and the division are usually proposed from user-defined parameters. Entries for the sales office and the sales group are optional.

4. Choose Enter.

5. Enter the following data:

– Customer number of the sold-to party

– Customer purchase order number

– Material numbers

– Order quantities for the materials

6. To enter the delivery dates for an item, select the relevant item in the item overview and choose Goto

7. Item Schedule lines. Enter the necessary schedule lines.

http://web.mit.edu/sapr3/windocs/bpors11m.htm

Message was edited by:

SHESAGIRI.G

[Former Member]

Hi Balu Sajja

You can use this business process to specify delivery quantities and schedule delivery dates. You enter this information as schedule lines in a delivery schedule. A scheduling agreement is completed when you have scheduled the deliveries at the time they are due

Process Steps:

Create scheduling agreement - Determine business partners-- Create order line item -

---

Maintain scheduling lines -

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Maintain packaging proposal --- Check availability, schedule order, and create requirement -

---

Determine prices and conditions -

---

Determine and maintain texts --- Check foreign trade data --- Check credit limit --- Determine and process message output -

---

Monitor scheduling agreement processing -

---

Complete scheduling agreements

Use this transaction to create a scheduling agreement with a vendor. The vendor must have a master record set up in the vendor master. Typically, a purchase order is created for those materials that are procured externally. However, a blanket purchase order will be created as a scheduling agreement where one line item is created to indicate the total value of the purchase order. A delivery schedule will be maintained, where the first line item entered will be the end date and the total value of the purchase order.

Menu Path

From the SAP R/3 Screen, select the path:

Logistics >> Materials management >> Purchasing >>

(new menu) Outline agreement >> Scheduling agreement >> Create

Fast Path

At the Command Line, enter:

/NME31

Create Outline Agreement: Initial Screen

Key Fields (Complete or Review)

Vendor

Enter the vendor number.

(F4) to access a matchcode.

Agreement type

Enter LP for Scheduling Agreement

Agreement date

Defaults to today's date. Change if required.

Purch. organization

Enter one of the following purchasing organization codes:

GPO General Purchasing

PHYP Physical Plant

SUB Subcontracts

Purchasing group

Enter the purchasing group code.

(F4) to access the full list.

Note: You can enter the following fields on this screen so they will default for all the line items, or you can enter them individually for each line item in the Create Scheduling Agreement: Item Overview Screen.

Acct. assignment cat.

Enter the account assignment category code.

(F4) to access the full list.

Plant

Enter one of the following plant codes:

GPLT General Plant

PPLT Physical Plant

Material group

Enter the material group code.

(F4) to access the full list.

Req. tracking number

Enter the manual requisition number if known.

Next Step...

(ENTER) to access the Create Scheduling Agreement: Header Data Screen.

Create Scheduling Agreement: Header Data Screen

Key Fields (Complete or Review)

Validity start

Defaults to today's date. Change to the actual start date of the scheduling agreement if necessary.

Validity end

Enter the end date of the scheduling agreement.

Payment terms

Defaults from the Vendor Master Record. Change if required.

(F4) to access the full list.

Payment in / Days / %

Defaults from the payment terms entry field.

Incoterms

Enter the shipping and receiving instruction code if known.

(F4) to access the full list.

(Incoterms description)

Enter any additional information for the incoterms.

Quotation date

Enter the date the vendor submitted the quotation if required.

Quotation

Enter the vendor's quotation reference number if required.

Your reference

Enter the vendor reference number if required.

Salesperson

Enter the vendor contact person if required.

Our reference

If the department making the purchase order is not on SAP, enter R. Otherwise, leave blank.

Telephone number

Defaults from the Vendor Master Record.

Suppl. vendor

Enter the vendor code of the vendor actually supplying the goods if required.

Invoicing party

Enter the vendor code of the vendor actually invoicing the buyer if required.

Next Step...

(ENTER) to access the Create Scheduling Agreement: Item Overview Screen.

Create Scheduling Agreement: Item Overview Screen

Key Fields (Complete or Review)

Material

If the scheduling agreement is for a material with a master record, enter the material number. Otherwise, leave blank.

(F4) to access a matchcode.

Short text

Defaults from the master record if you entered a material number. Otherwise, enter a description of the material to be procured.

Mat. grp

Defaults from the master record if you entered a material number. Change if required. Defaults from the Create Scheduling Agreement: Initial Screen if you entered a material group. Change if required. Otherwise, enter the material group code.

(F4) to access the full list.

A (Account Assignment Category)

Defaults from the Create Scheduling Agreement: Initial Screen if you entered it. Change if required. Otherwise, enter the account assignment category.

(F4) to access the full list.

Targ. qty.

Enter the total dollar amount of the scheduling agreement.

OUn (Order Unit)

Enter EA for Each.

Net price

Enter 1 for $1.

Plnt

Defaults from the Create Scheduling Agreement: Initial Screen if you entered it. Change if required. Otherwise, enter the plant code.

(F4) to access the full list.

Next Step...

(ENTER) to access the Account Assignment for Item Dialog Box.

Account Assignment for Item Dialog Box

Key Fields (Complete or Review)

G/L account

Enter the general ledger account to which the item will be assigned.

(F4) to access a matchcode.

Cost center

Enter the cost center to which the item will be assigned if applicable.

(F4) to access a matchcode.

Order

Enter the internal order number if applicable.

(F4) to access a matchcode.

WBS element

Enter the project number if applicable.

(F4) to access a matchcode.

Unloading point

Enter the room number and extension number of the goods recipient.

You must separate the room number and the extension number with a / (forward slash).

Goods recipient

Enter the goods recipient.

Next Step...

Note: If the line item must be given multiple account assignments, do the following:

Click Change display (F5) to access the Create Scheduling Agreement: Account Assignment for Item. The Account Assignment for Item Screen appears.

Enter the distribution key in the Distribution entry field to specify how the item is to be allocated.

Enter the partial invoice key in the Partial invoice entry field if applicable.

Tab to the Qty./percent entry field. Depending on whether you selected apportionment by quantity or percentage basis in the Distribution field, enter either a percentage of the amount or the actual amount to be allocated to the specific G/L account and Cost Center, Order, or WBS Element.

Tab to the next open Qty./percent entry field, and enter the percentage of the amount or the actual amount according to the Distribution key. Enter the G/L account assignment and the Cost Center, Order, or WBS Element account number.

Tab to the Unloading point entry field, and enter the room and extension number, separated by a / (forward slash).

Tab to the Recipient entry field, and enter the goods recipient.

(F3) to exit the screen after the allocations have been made.

(ENTER) to return to the Create Scheduling Agreement: Item Overview Screen.

Create Scheduling Agreement: Item Overview Screen

Next Step...

To access the Create Scheduling Agreement: Item Screen, click in the check box beside the line item, and click Item Details (F2).

Create Scheduling Agreement: Item Screen

Key Fields (Complete or Review)

Underdeliv. tol. %

Enter the underdelivery tolerance percentage if known.

GR

To verify the scheduling agreement through a goods receipt, click in the box beside the field text.

Overdeliv. tol. %

Enter the overdelivery tolerance percentage if known.

IR

Defaults to a checked box for invoice receipt verification by the system. Change if required.

Shipping instr.

Enter the shipping instruction code.

(F4) to access the full list.

Next Step...

To access the Delivery Address for Item Dialog Box, select the menu path:

Item >> More functions >> Delivery address

Delivery Address for Item Screen

Key Fields (Complete or Review)

Address

Enter the address number of the receiving room.

(F4) to access a matchcode.

Note: If you are using the matchcode options, enter the recipient's building number in the Sort field A entry field in the Restrict value range dialog box. This will default the address number in the Address entry field.

Next Step...

(ENTER) to access the Create Scheduling Agreement: Item Overview Screen

Note: A warning message appears reminding you to check the data.

(ENTER) to confirm and proceed.

Create Scheduling Agreement: Item Overview Screen

Next Step...

(F11) to save the scheduling agreement. The Create Outline Agreement: Initial Screen reappears with a message confirming that a scheduling agreement has been created under the SAP-generated agreement number.

(F3) to access the R/3 Screen. To access the Purchasing module, use menu path:

Logistics >> Materials management >> Purchasing

Purchasing Module Screen

Next Step...

Note: You must maintain a delivery schedule for each scheduling agreement.

To access the Maintain Delivery Schedule: Initial Screen, select the menu path:

Outline agreement >> Scheduling agreement >> Follow-on functions >> Delivery schedule

Maintain Delivery Schedule: Initial Screen

Key Fields (Complete or Review)

Agreement

Enter the scheduling agreement number.

(F4) to access a matchcode.

Next Step...

(ENTER) to access the Maintain Delivery Schedule: Item Overview Screen.

Maintain Delivery Schedule: Item Overview Screen

Next Step...

To access the Maintain Delivery Schedule: Delivery Schedule for Item Screen, select the check box beside the line item, and click Del. schedule.

Maintain Delivery Schedule: Delivery Schedule for Item Screen

Key Fields (Complete or Review)

Deliv. date

Enter the end date of the scheduling agreement.

Scheduled qty.

Enter the total dollar amount of the scheduling agreement.

Next Step...

(F11) to post the delivery schedule. The Maintain Delivery Schedule: Initial Screen reappears with a message indicating that the delivery schedule for the scheduling agreement has been updated.

The link will help u more with screen shots

http://web.mit.edu/sapr3/windocs/bpors11m.htm

Reward if useful to u

[Former Member]

Dear Balu Sajja,

A small search on SDN SD forum will help you to answer your query.

I will suggest you to visit http://sap-img.com/sap-sd.htm. It will give you the overview of SAP SD module.

Moreover there is a separate section of FAQs with answers which will help you in great deal.

Hope this helps you.

Do award points if you found them useful.

Regards,

Rakesh

[Former Member]

Hi Balu,

<b>Scheduling agreements</b>

1. An outline agreement that is created for one or more materials and outlines the overall expected quantity of the material(s) to be delivered to the customer over a specific period of time. 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.

2. The basic difference between contract and scheduling agreements is that - goods are delivered on specified dates and in specified quantities as per the agreement in case of scheduling agreements on the other hand contracts is just an agreement to supply either a certain quantity or certain value of items over certain period of time (validity period) to the customer. It doesn’t fix and delivery dates as in the case of scheduling agreements.

3. Data in scheduling agreements comes from three sources: (a) the customer sends in requested quantities and dates, normally by Electronic Data Interchange (EDI). (b) The component supplier enters data manually. (c) The system automatically copies data into the scheduling agreement from master records.

4. If there are still outstanding items in the agreement but you nevertheless want to close it, you can assign a reason for rejection to these items. The system then sets the status of the agreement as complete and the outstanding items no longer appear in the delivery due list.

5. To configure scheduling agreements IMG – sales and distribution – sales – sales documents – scheduling agreements with delivery schedules – define schedule line types (and) maintain planning delivery schedule. Instructions/splitting rules.

6. Option - define schedule line types - is nothing to do with schedule line categories. They are used for information purposes only. We will be focusing on JIT (Just In Time) delivery scheduling. Proceed to planning delivery schedule which is an internal delivery schedule used to plan requirements more efficiently.

7. Maintain planning delivery schedule instructions – these instructions determine the characteristics of the planning delivery schedule. RULES – these define “the split of schedule line quantities” between different days in planning delivery schedule and forecast delivery schedule.

<b>Reward points if helpful</b>

Regards

Sai

[Lakshmipathi]

Hi Balu

Check the following link

http://help.sap.com/saphelp_47x200/helpdata/en/93/7439fb546011d1a7020000e829fd11/frameset.htm

Thanks

G. Lakshmipathi