Explaining the Apps for Scheduling Agreements in Procurement

With this app, you can view, edit, create, delete, and release scheduling agreements. You can maintain supplier- and material-specific scheduling agreements along with schedule lines. This app also displays expiring scheduling agreements and provides a way to renew or create new scheduling agreements.

This app uses the SAP_BR_PURCHASER business role. You can:

• Display scheduling agreements based on search criteria such as agreement ID, editing status, status, supplier, agreement type, purchasing organization, and validity period.

• Display scheduling agreements such that the ones that are soon to expire appear at the beginning of the search results.

• Create a scheduling agreement manually by selecting a document type. While creating a new scheduling agreement, you can choose to do the following:

  • Enter delivery details, validity period, and payment terms.

  • Add a new item and enter the net order price if it is not maintained.

  • Enter information related to handling, GR/IR control, scheduling control, cumulative quantity, account assignment, delivery, output control, and schedule lines.

• Withdraw a purchase scheduling agreement from approval. Then, you can make the required changes to it and submit it again for approval.

• Add attachments.

• Define supplementary conditions in the application UI.

• Display the output details for scheduling agreements. If the scheduling agreement is created using this app, the output appears in PDF format.

• Apply new condition types to add a new condition type to an existing date range or create a new one.

• Release of a delivery schedule is possible at the item and scheduling agreement levels.

• Release the schedule lines to the supplier that contain finalized information for the supplier regarding quantities and delivery dates.

  Note

  • When you choose Release on the list page, this application launches the UI screen. You can select a release type such as Generate Forecast Schedule, Generate JIT Schedule, or both. Once you select a release type and choose Release, you can see the Release Result Log that displays the details of delivery schedules.

  • In cases where the flexible workflow is activated, you can only release the schedules when the scheduling agreement is approved.

• You can view the release documents for a release schedule through the quick view or access the item and view complete details.

• Assign a scheduling agreement item to several accounts. You can define how the quantity and value of the scheduling agreement items are distributed to individual account assignment items. Multiple account assignments are supported for the scheduling agreement document. The account assignments are distributed on a quantity and percentage basis. The partial invoice for the document can be derived from the account assignment category and distributed in sequence or proportionally.

• Create a copy of the existing conditions of the scheduling agreement document. However, Copy is active only when you are in Edit mode. Some of the scenarios for copy conditions are:
  • Base condition without any supplementary condition: In this case, the purchaser can select the existing base condition and copy it to a new validity period. You can manually edit the amount field accordingly.
    Note

    You cannot copy an individual supplementary condition not part of any base condition.
  • Copying a base condition with a supplementary condition: In this scenario, the purchaser can copy the base condition along with the supplementary conditions. You can copy an existing validity period to create a new validity period.
  • You cannot select and copy multiple validity periods simultaneously. Multiple conditions under the same validity period can be copied.

This app allows you to apply mass changes to fields in your scheduling agreements at the header and item levels. This will enable you to implement changes affecting many of your scheduling agreements. Whether you need to change payment terms or exchange rates at the header level, a delivery address or shipping instructions at the item level, or even partner data – in multiple scheduling agreements – this app lets you do this with just a few clicks. You can:

• Display a list of your scheduling agreements based on filter criteria such as supplier, purchasing organization, purchasing group, and material.
• Display the headers and items of your scheduling agreements separately on two tabs.
• Select the scheduling agreement headers and items that you want to change.
• Specify whether you want to clear, replace, or keep values in the fields.
  Note

  You can enter only one value per field.
• View the status of mass change jobs that you have scheduled for scheduling agreements
• Adapt the views to display precisely the data you need.