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 Goto ® Item ® More ® Dlv. sched. control. Enter an instruction in the field PlanDS instruction or select one from the list of possible entries.

    2. You cannot create planning delivery schedules until you 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.

  2. 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 Goto ® Item ® Planning delivery schedule.

If you have not set this indicator, you have to trigger the generation manually by choosing Back ® Goto ® Item ® Planning delivery schedule. Then choose Generate plan. dlv. sched.

To generate a planning delivery schedule with no schedule lines, choose Back ® Goto ® Item ® Planning delivery schedule. Then choose New dlv sched w/o proposal.