The system uses the base date to determine the split validity period, and the splitting rule range. These are important in deciding those schedule lines in the forecast delivery schedule to be included in (or excluded from) the planning delivery schedule.

You can set the forecast delivery schedule date, or the date on which the planning delivery schedule is generated, as the base date.

Use the forecast delivery schedule date if you do not want the planning delivery schedule results to be dependent on the day the planning delivery schedule is actually generated.

This is useful when you receive a forecast delivery schedule early on, but actually generate a planning delivery schedule later. In this way, the date of generation will not affect the split validity period or splitting rule range. If there is no forecast delivery schedule for the scheduling agreement item, the system uses the date of the previous planning delivery schedule as the base date.

Use the planning delivery schedule generation date if you want to push back the split validity period and splitting rule range. Note that the base date does not affect the beginning date of the split, which is still the forecast delivery schedule date.

No matter what date you decide to use as the base date, schedule lines in the forecast delivery schedule whose dates lie before the planning delivery schedule creation date are included. Schedule lines from the forecast delivery schedule date up to the base date will be split in the same way as those schedule lines whose dates lie on or after the base date.

You must specify a base date. Otherwise, the system does not copy schedule lines into the planning delivery schedule.

You create a planning delivery schedule for a customer with internal planning data. On the first of April, you receive a forecast delivery schedule from the customer:

You have set the split validity period so that only schedule lines in the first three months from the base date are copied from the forecast delivery schedule into the new planning delivery schedule. Note that the month of the base date is counted as the first month.

If you set the forecast delivery schedule as the base date, schedule lines for weeks 15 and 17, and months 05/98 and 06/98 are copied into the new planning delivery schedule. This applies even if you decide to generate the new planning delivery schedule in May.

If you set the generation date as the base date, and generate the planning delivery schedule in June, the system copies schedule lines for weeks 15 and 17, and months 05/98, 06/98, 07/98, and 08/98 from the forecast delivery schedule into the new planning delivery schedule.