Creating a Scheduling Agreement and a Delivery Schedule in SAP

Objectives

After completing this lesson, you will be able to:

  • Create Scheduling Agreements with releases in SAP.
  • Create a Delivery Schedule in SAP.

Creating a Scheduling Agreement with Releases in SAP

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The Buyer Creates the Scheduling Agreement

The Buyer creates the Scheduling Agreement in the SAP system using SAP Fiori App Create Scheduling Agreement or SAP transaction code ME31L.

The Buyer populates the fields on the Scheduling Agreement with data that includes the Supplier, the Material, the Validity Start and Validity End dates for the Planning Horizon, and the length of the Firm and the Trade-off zones.

More about Scheduling Agreements

Scheduling Agreements are:

  • The source document for the order and all subsequent documents
  • Created by the Buyer in the SAP system
  • For Scheduling Agreement with Releases, each Release is sent to the Supplier on Ariba Network
  • For Scheduling Agreement without Releases, the only information sent to the Supplier is the Agreement (on Ariba Network)

Creating the Scheduling Agreement

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Create a Scheduling Agreement in SAP

Creating the Delivery Schedule

A Delivery Schedule is a collection of Schedule Lines. Each Schedule Line contains a quantity and delivery date. The Schedule Lines' quantity and delivery dates constitute the Delivery Schedule.

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The Buyer Creates the Schedule Lines

Now that the Scheduling Agreement has been created, the Buyer can add the Schedule Lines. Each Schedule Line includes the quantity and the date on which she wants to receive the goods.

The Buyer will create the Delivery Schedule in the SAP system using SAP Fiori app Manage SA Delivery Schedule or SAP transaction code ME38.

She will then populate the dates and quantity for each Schedule Line.

Creating the Schedule Lines

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Create the Schedule Lines for a Scheduling Agreement in SAP

Creating a Scheduling Agreement Release

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A Delivery Schedule is generated

The Buyer doesn't normally have to do anything to generate a release and send it to the supplier. When the Scheduling Agreement is created, it is set up in such a way that during the Material Requirements Planning (MRP) run, the system determines which releases are to be generated and takes care of this step automatically.

However, if the buyer wants to generate and send a release manually, she can use SAP Fiori app Create Scheduling Agreement Release or SAP transaction code ME84.

Creating Releases

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The Scheduling Agreement Release is sent to the Supplier

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Deliver a Scheduling Agreement Release in SAP

The Remaining Steps in Scheduling Agreement Processing

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Orders and Releases Displayed on SAP Business Network

Once the Scheduling Agreement has been processed, the list of Purchase Orders and Releases is displayed. Note theType column where the type of the document is specified: either Order or Release. To display the Scheduling Agreement, select the Release from the list.

The Scheduling Agreement

The Scheduling Agreement is displayed. It includes:

  • Line Items
  • Control Keys
  • Release Information
  • Schedule Lines

For a display of the Scheduling Agreement, along with its line items, watch this video.

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