Process Open Scheduling Agreement Releases and Purchase Orders (SAP Library

Process Open Scheduling Agreement Releases and Purchase Orders

Use

Using this function in the Supplier Workplace, the supplier can view releases, scheduling agreement schedule lines and purchase orders in the manufacturer’s system and get information about quantities and delivery dates.

An overview lists all purchasing documents that contain an open delivery date. The data can come from both the DI System (purchase orders, scheduling agreement releases, scheduling agreement schedule lines) and from the APO System, Release 3.0 (scheduling agreement releases). There are links allowing the supplier to access detailed information about the respective purchasing documents.

In the case of scheduling agreements with a release history, the system documents the releases so that the user can see when the manufacturer sent particular releases to the supplier. In the Supplier Workplace System, the operator can generate schedule lines automatically for the scheduling agreements. The releases, which the supplier can confirm from the Supplier Workplace, are created using these schedule lines.

Prerequisites

The following prerequisites must be fulfilled for a document to appear in the document overview list:

The corresponding documents (purchase order, scheduling agreement release, scheduling agreement schedule lines) must be available in the DI System. The DI System serves as the backend system for the Supplier Workplace.

Note

The Supplier Workplace also supports scheduling agreement releases that are created and processed in an APO System (3.0) that is connected to the "leading" SAP DI46C2 System. The original scheduling agreement, however, must exist in the DI46C2 System too.

In the document header, the user enters a supplier to which the user is assigned (partner roles are not supported).
The procurement type of the item for the respective purchasing document must be one of the following:

1. standard procurement

2. subcontracting

3. consignment

In the case of purchase orders and scheduling agreement schedule lines, the item must contain at least one open quantity and date.
The item for the purchasing document must be released completely if it is subject to a release strategy.

Note

In the case of forecast/JIT delivery schedules for scheduling agreements with a release history, the system displays the last release. If the scheduling agreement item is subject to the stop function and the last release is still stopped, the system displays the release before that.

Procedure

In the Workplace, choose Display Open Scheduling Agreement Releases and Purchase Orders (or the description that you, as the operator of the Supplier Workplace, have given the function).

The system displays a list of purchasing documents that are assigned to your suppliers.

You can use the Search Criteria to make settings for your user about which data is displayed when the list is accessed.

In the overview list, the user can restrict the data according to various criteria such as supplier, plant, product number from manufacturer, purchasing document type and procurement type. Choose the Apply Selections button to select according to the criteria.

The overview list contains the following information:

Confirmation / Web: an empty checkbox in this column means that the release has not been confirmed yet. The icon indicates a confirmed release. Yes or No indicates whether it is a web release or not. This column also shows who confirmed the release.

Note

The confirmation function can be used only for Internet releases for which this function has been activated. It cannot be used for purchase orders.

Purchasing Document/Item, Supplier: this column contains the number of the respective purchasing document, the item and the respective supplier.

Product, Product (Supplier), Description: information about the product. This column contains the product name used by the manufacturer, the product name used by the supplier, if available, and the description of the product.

Type, Controller: procurement type and MRP controller at the manufacturer

Plant and Unloading Point: plant or unloading point to which the material is to be delivered.

Type, Number, Backlog, Immediate Requirement: the purchasing document type can be one of four: forecast delivery schedule, JIT delivery schedule, purchase order or scheduling agreement schedule lines without a release history. The sign "x" indicates whether the release contains a backlog or an immediate requirement.

Document Date, Release Horizon: date of the purchasing document and time up to which the schedule lines are transferred to the supplier. See Release Horizon.

If you want to confirm open Web releases, select the indicator and choose Confirm.

From the overview list, you can access detailed information for the respective document. The following functions are available in the new screen:

Next Document: the system displays the next document from the overview list.

Previous Document: the system displays the previous document from the overview list.

Print: the document that is currently displayed is sent as a PDF file to the user’s browser through the use of a print program from the backend DI System. The user can then print the document locally from the browser. You cannot print several documents together. See also Printing of Documents from the Supplier Workplace.

XML Display: displays the current document as an XML structure. The user can either print the XML document locally from the browser or save the XML locally on a hard disk.

XML Transfer: transfers the current document as an XML document to a previously defined URL address. The supplier can thereby transfer the document electronically to a local system. This is useful, for example, if the supplier’s system has no EDI connection but can receive XML documents over the Internet. See also XML Display.

Further information in the detail screen is dependent on the respective purchasing document:

In the case of purchase orders and scheduling agreement schedule lines, the system displays the address of the supplier and, if required, an address of a branch of the supplier where the materials were ordered. In addition, you can see the schedule lines, the schedule line quantities and the cumulative scheduled quantity.

Under Details, the system displays the most important release data for the releases (forecast and JIT delivery schedules). Under Additional Details for Purch. Document/Item, the system displays further data for the release and for the scheduling agreement item. In the Release History, the system displays the preceding releases and displays the quantities and dates of the respective releases in schedule lines.

If you choose Refresh, the system updates the data in the overview list.
The icons and are for selecting and deselecting all open Web releases.