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 Correct Cumulative Quantities from the Previous Fiscal Year

Use

If you have already carried out the fiscal year change and subsequently discover that the correction quantities that you entered were not correct, for example, because the customer posted the deliveries differently, then you can correct them again. To do this you can either use the function Manage the Fiscal Year or you can create a correction delivery in the linked OLTP system.

Recommendation Recommendation

You should use correction deliveries to correct cumulative quantities during the fiscal year because these changes are documented and can therefore be easily tracked.

End of the recommendation.

Prerequisites

See Prerequisites for the Sales Scheduling Agreement

Features

If the correction quantity is adjusted without a fiscal year change being carried out then:

  • The system adjusts the cumulative delivered quantity (CDQ); in other words, the CDQ is reduced by the amount of the correction quantity.

  • In contrast to a “real” fiscal year change the cumulative received quantity (CRQ) in the forecast/planning (F/P) and/or operative delivery schedule is not adjusted, because you may have already received delivery schedules in the new fiscal year.

    If an adjustment of the CRQ in the delivery schedule is necessary then you must do this manually.

Example

A sales scheduling agreement with a fiscal year beginning on 01.01.2002 has a CDQ of 100 in 2002 and a release from 01.12.2002 with a CRQ of 90.

On 05.03.2003 you receive a new release with a CRQ of 10.

Obviously, your customer has carried out a fiscal year change, therefore this release cannot be created.

This report carries out the fiscal year change. The report proposes changing the fiscal year from 01.01.2002 to 01.01.2003 with a calculated correction quantity of ‑100. The value ‑100 is proposed because according to the system the CDQ of 100 is assigned entirely to the year 2002.

Because the customer sends a CRQ of 10 in the new release, even though nothing has been delivered in 2003 up to now, it must be assumed that the customer received 10 pieces in 2003 and not, as planned, in 2002. However, this quantity cannot be written off, so you change the proposed correction quantity from ‑100 to ‑90.

This carries out the fiscal year change. The CDQ in 2003 is set to 10, even though no new deliveries have taken place in 2003.

If the customer sends a CRQ of 20 in the next release, even though you have still not made any deliveries in 2003, then the customer has presumably received a further 10 of the planned quantities from 2002 (making a total of 20)

You can either correct this with a correction delivery in the linked SAP R/3 (or OLTP) system, or you can execute this report again.

The report displays ‑100 as the calculated correction quantity for 2002 and ‑90 as the posted correction quantity.

You would change the correction quantity that has already been posted from ‑90 to ‑80. This results in a CDQ of 20 in 2003, which matches the CRQ reported by the customer.