Handling Year Changes

Use

Customers reset cumulative quantities to zero at year-end, whether it be a fiscal or calendar year. To let you know that they have begun a new year, they do one of two things:

  • Tell you the date explicitly which you can enter in the delivery schedule

  • Reset the cumulative received quantity in the first delivery schedule of the new year

When the system determines that a change of year has occurred for the customer, it automatically resets cumulative quantities.

Features

The system checks the CRQ set to zero field in the delivery schedule header . If you have entered a date and if the date is reasonable (not a past date, for example) then the system uses it to decide whether to carry out a year change.

If there is no date, or if the date is unreasonable, the system then checks the cumulative quantity reported back by the customer in the current delivery schedule. The system determines whether:

  • The cumulative quantity received by the customer in the current fiscal year corresponds for the first time to the cumulative delivered quantity, taking the delivery schedule date and deliveries in transit into account

If this is so, a year change has occurred. The system resets the cumulative received and cumulative delivered quantities to zero.

Note Note

The system determines the current fiscal year from the Fiscal year variant field in the customer master of the ship-to party ( Marketing screen). If there is no date available, the system uses the delivery schedule date.

End of the note.

  • The cumulative received quantity in the current fiscal year and previous fiscal year correspond to the cumulative delivered quantity, taking the delivery schedule date and deliveries in transit into account

If this is so, no year change has occurred.

Example

The following examples shows in simplified form (without quantities in transit) how the system recognizes a year change.

Scenario 1

Start of the navigation path Delivery schedule date: 10/12/99 Next navigation step Fiscal year 1999 End of the navigation path

Cumulative delivered quantity (99) = 1000

Cumulative received quantity = 1000

A customer sends you a delivery schedule in fiscal year 1999. The cumulative received quantity agrees with the cumulative delivered quantity in 1999. The customer is in fiscal year 1999. No year change has occurred.

Scenario 2

Start of the navigation path Delivery schedule date: 02/01/00 Next navigation step Fiscal year 2000 End of the navigation path

Cumulative delivered quantity (99) = 1000

Cumulative delivered quantity (00) = 100

Cumulative received quantity = 1100

A customer sends you a delivery schedule in fiscal year 2000. The cumulative received quantity agrees with the sum of the cumulative delivered quantities from 1999 and 2000. No year change has occurred.

Scenario 3

Start of the navigation path Delivery schedule date: 10/01/00 Next navigation step Fiscal year 2000 End of the navigation path

Cumulative delivered quantity (99) = 1000

Cumulative delivered quantity (00) = 100

Cumulative received quantity = 100

A customer sends you a delivery schedule in fiscal year 2000. The cumulative received quantity agrees with the cumulative delivered quantity in 2000. A year change has occurred.

Activities

The system determines the cumulative delivered quantity based on the delivery date and customer fiscal year.

To post cumulative quantities to another period to the one in which they are reported, you can simply change the delivery date. In the above example, if the customer assigns the delivery on 07/30 to the new fiscal year, simply change the delivery date in the delivery to 08/01. The cumulative quantity statistics will then be updated accordingly. In this case, the cumulative delivered quantity statistics would be 9500 for 1999 and 1300 for 2000.