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Exploring Scheduling

<div id="content"><p tabindex="0">Scheduling is carried out in the planning run after the system has calculated the quantity to be procured in the lot-size calculation.</p><p tabindex="0">Since this course deals with materials that are planned using consumption-based planning and procured externally, the following section describes scheduling for external procurement.</p><p tabindex="0">Let's listen to Julia, our virtual instructor, as she introduces the topic in the following video.</p><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_6q5ya59r"></div></div><div class="note"><div class="noteTitle"><span class="noteIcon"><img title="Note" src="/icons/note.svg"></span><span class="noteTitleText">Note</span></div><div class="noteBody"><p tabindex="0">In the previous video, Julia introduced backward and forward scheduling in consumption-based planning. She introduced the time elements used in scheduling for external procurement: purchasing processing time, planned delivery time and goods receipt processing time. To learn more about these elements, we have prepared this note.</p><p tabindex="0">The <strong>purchasing department processing time</strong> is the time, in working days, that a buyer has to convert a purchase requisition into a purchase order. You define this processing time per plant in Customizing under <i>Materials Management</i> → <i>Consumption-Based Planning</i> → <i>Plant Parameters</i> → <i>Carry Out Overall Maintenance of Plant Parameters</i>.</p><p tabindex="0">The <strong>planned delivery time</strong> is the number of calendar days required to procure the material via external procurement. The planned delivery time is defined in the material master record at plant level. You can also store the planned delivery time in outline agreements or purchasing info records.</p><p tabindex="0">The <strong>goods receipt processing time</strong> is the time in working days between the receipt of the material and its availability in the warehouse. It is needed, for example, to unpack, check, and place the material into storage. The goods receipt processing time is maintained in the material master record at plant level or in outline agreements.</p><p tabindex="0">If the system can determine a source of supply (info record or outline agreement) during the planning run, the planned delivery time and the goods receipt processing time that may exist in this source of supply are given priority in scheduling over the values in the material master record.</p></div></div></div>

Scheduling

Using Consumption-Based Planning in SAP S/4HANA

<div><div>Scheduling takes place in the planning run after the system has calculated the quantity to be procured in the lot-size calculation.</div><div>The video describes scheduling for external procurement in consumption-based planning.</div></div>

U4_L1_1.mp4

Hello again, let's continue our journey through the planning process. Now we are going to explore scheduling. What is scheduling? After calculating the net requirements and the lot size, the system schedules the procurement proposals during the planning run. Scheduling means calculating the basic date of a procurement proposal. For example, the date on which a purchase order must be created and sent, the date on which the supplier must deliver the ordered quantity, and the date on which the material will be available. First, I will explain the prerequisites for scheduling, and then we will focus on which dates the system calculates for external procurement and how it calculates them. Let's start. What are the prerequisites for scheduling with external procurement? The system uses three time elements for scheduling. In the material master record, you define the planned delivery time of the material in calendar days and the goods receipt processing time in workdays. These values are maintained in the material master record at plant level in the MRP data. The third time element that the system uses for scheduling is the purchasing processing time in workdays that you maintain in Customizing for consumption-based planning. How does the system carries out scheduling? The planning procedure assigned to a material determines how the system carries out scheduling. In forecast-based planning, the basic dates are calculated in backward scheduling. In reorder point planning, they are calculated in forward scheduling. Let us start with backward scheduling and then look at forward scheduling. Remember, we are focusing on externally procured materials in this course. For materials that are planned using forecast-based planning procedures, the requirement states in the future are known. The materials must be available on these dates. During scheduling, the system starts with the requirements date and schedules backwards. First, the goods receipt processing time is subtracted from the requirement date to determine the date the material must be received. Then, the planned delivery time is subtracted from the goods receipt date to calculate the date the material must be ordered. Finally, the system subtracts the purchasing processing time to determine the purchase requisition release date, which is the date on which the purchase requisition must be released to purchasing for conversion. For materials planned using the reorder point procedure, if the stock level falls below the reorder level, procurement must be initiated immediately. A purchase requisition is created and released with today's date. During scheduling, the system starts with today's date and schedules forward. First, the system adds the purchasing processing time to determine the purchase order date. Then, the planned delivery time is added the order date to calculate the goods receipt date. Finally, the system adds the goods receipt processing time to the goods receipt date to determine exactly when the material will be available in stock. If backward scheduling determines a start date in the past, the system automatically switches to forward scheduling unless you have allowed scheduling to start in the past in customizing for the plant parameters. It was an overview of scheduling during the planning run. Continue with the course. You will find some more details about the elements of of scheduling.