Enter Customer Schedule Header

Explanation

There are two types of schedules: plans and call-offs. The data included in these two schedules is virtually identical, though the meaning is usually different. In general, a customer plan is used to transmit future forecasts for planning purposes. This is equivalent to a customer sharing his MRP output with the supplier for future dates. A call-off generally represents specific shipping instructions for near-term. Call-off delivery information always overrides plan information.

The customer schedule is entered in two steps: the header and then the schedule lines. The schedule header includes the customer, schedule type, shipping address, customer part number, and validity dates for the schedule. The lines are used for indicating the desired quantities and dates for the part in question.

Prerequisites

A customer schedule agreement, as well as a customer schedule agreement per part, must have been entered and activated.

System Effects

As result of this entry, a customer schedule header is created. When the order header is entered, it receives the Entered status.

Window

Customer Schedule

Related Window Descriptions

Customer Schedule

Procedure

1. Click on New and place the cursor in the field Doc No. In case you wish to use the customer's or your own number or identification on the schedule, you can enter the ID manually. If not, a value will be generated by the system.
2. Enter the applicable customer in the Customer No field, either manually or by using the List of Values.
3. Continue to the Schedule Type field and use the list box to indicate whether the schedule is a plan or a call-off.
4. Move on to the lower part of the header and enter an appropriate delivery address, customer part number, and validity period for the schedule.
5. Save the entered data and continue to the Lines tab.