Creating Planning Delivery Schedules

Prerequisites

You have an existing outline agreement with the customer - in this case, a scheduling agreement with delivery schedules.

You create a planning delivery schedule in the same way as a forecast or just-in-time (JIT) delivery schedule, except that you maintain Customizing settings for planning delivery schedule instructions and delivery schedule splitting rules, and enter an instruction in the scheduling agreement.

Procedure

  1. In the scheduling agreement, choose Start of the navigation path Goto Next navigation step Item Next navigation step More Next navigation step Dlv. sched. control End of the navigation path. Enter an instruction in the field PlanDS instruction or select one from the list of possible entries.

  2. In order to create planning delivery schedules, enter an instruction in the scheduling agreement.

    You may decide to enter an instruction in a scheduling agreement when using the splitting function, or if a customer does not usually send JIT delivery schedules. If, however, you do not create or maintain planning delivery schedules regularly in the scheduling agreement, we recommend that you remove the instruction once you are done. This ensures that schedule lines in the planning delivery schedule do not affect schedule lines in the other delivery schedules associated with the scheduling agreement, in particular in regard to requirements and delivery relevance.

    Although you can remove an instruction for a planning delivery schedule that is intact, we recommend otherwise. Either delete schedule lines in the planning delivery schedule or create a new planning delivery schedule with no schedule lines before removing the instruction.

  3. If you have set the automatic indicator in Customizing, the system will generate a planning delivery schedule automatically when a forecast delivery schedule is saved in the scheduling agreement. To view or change this planning delivery schedule, choose Start of the navigation path Goto Next navigation step Item Next navigation step Planning delivery schedule End of the navigation path.

    If you have not set this indicator, you have to trigger the generation manually by choosing Start of the navigation path Back Next navigation step Goto Next navigation step Item Next navigation step Planning delivery schedule End of the navigation path. Then choose Generate plan. dlv. sched..

To generate a planning delivery schedule with no schedule lines, choose Start of the navigation path Back Next navigation step Goto Next navigation step Item Next navigation step Planning delivery schedule End of the navigation path. Then choose New dlv sched w/o proposal.

More Information

For more information, see Maintaining Instructions in Customizing.