Scheduling Agreement Management#

The module "Delivery schedule management" includes the areas: "Sales delivery schedule" and "Purchasing delivery schedule".

Sales delivery schedule

For series production, delivery schedules with preview quantities and production-related JIT delivery schedules are sent to the suppliers, mostly electronically. On the other hand, the suppliers send delivery note data to the manufacturers, which in turn are already available to the customer at the time of physical goods receipt. Payment can then be settled either via invoices or via the credit memo procedure.

Delivery schedules serve as the central core for processing. They form a symbiosis between sales orders and sales planning. Together with master scheduling agreements, they also form an extension of order control. They offer similar functions to orders, but when order quantities and deadlines change dynamically, special functions come into play. The dynamics results from the so-called delivery schedules or JIT delivery schedules, which are usually received periodically.

The quantities and dates mapped in the scheduling agreements are taken into account in inventory planning and logistics for shipping. The quantities and dates are entered in the scheduling agreements via the "Incoming documents". All group-wide scheduling agreements with price information can be displayed in the outline scheduling agreements.

Purchasing delivery plan

With the "purchasing scheduling agreement" a functional extension of the procurement process in Microsoft Dynamics 365 Business Central¹ was realized.

While the standard of Microsoft Dynamics 365 Business Central¹ knows the processing of purchase orders with or without recourse to blanket purchase orders, it does not know the processing of scheduling agreements (often also known as "call orders") so.

In the case of scheduling agreements, a framework agreement is agreed between the customer and the supplier for each article. Based on a fixed framework agreement, which describes the general contract modalities and must not be confused with the framework order in Microsoft Dynamics 365 Business Central¹, the current date and quantity information is exchanged between the customer and the supplier in day-to-day business. Here, an essential difference to the "normal" purchase orders is that the latest transmission of date and quantity information always replaces the last information and only the latest information is valid. All known date and quantity information is also always exchanged, so that, as a rule, dates from today to dates that are only several years away can be transmitted.

In order to be able to map this process in Microsoft Dynamics 365 Business Central¹, the "purchasing scheduling agreement" has been created. With this, the so-called scheduling agreements can be defined and managed. There is always exactly one valid purchasing delivery schedule in Microsoft Dynamics 365 Business Central¹ for each master agreement. The recurring transmission of the date and quantity information is called a forecast delivery schedule. The "Purchasing scheduling agreement" can be used to generate and send these forecast delivery schedules.

As described before, the schedule and quantity information is updated and transmitted from time to time and then the current delivery schedule always applies. Due to the usual transport times in goods traffic, it can happen in practice that deliveries from the supplier still refer to the previous delivery schedule, but the new delivery schedule is already active at the customer. For a correct allocation of quantities on the schedule line, the management of cumulative quantities is used. A cumulative delivered quantity is managed on the supplier side and the cumulative received quantity is managed on the customer side. The "purchasing scheduling agreement" supports users in managing these cumulative quantities.

Sales delivery schedule#

Establishment#

Roll Center#

A corresponding role center was designed for managing the scheduling agreements. This gives users a direct overview of their worklist and allows them to conveniently navigate to the corresponding overviews.

The role "Delivery schedule editor" can be assigned via "My settings". The role center is available after confirming with "Ok".

Scheduling Template#

Using the scheduling template, it is possible to define which type of call-off quantities are to be taken into account in logistics or production.

Article reference#

The customer article numbers are mapped via the article references. Under Reference type referring numbers for vendor as well as customer can be entered. The reference type barcode can be used to define barcodes, e.g. for the EAN number.

To set the article references, call up the desired article card. You can access the article references via the ribbon by selecting "Related" > "Articles". For more information on article references, see the Microsoft Dynamics 365 Business Central1 Helpsite.

Delivery schedule facility#

In the "Delivery schedule setup" the basic setup of the delivery schedule management is made, which will be explained to you in more detail below:

Inforegister General#

Numbering#

The number series for the delivery schedule management are defined on the "Numbering" info tab.

Group hierarchy#

The master scheduling agreement is primarily used for a corporate group and the conventional scheduling agreements for plants. Therefore, it is essential for the system to know which customer (as a plant) belongs to which customer (as a group).

For this purpose, a group hierarchy is used via the hierarchies in the system. Which hierarchy type is used for the group assignment. Specify in the Hierarchy Type Code Group Assignment field in the scheduling agreement setup. A hierarchy type can be used with the customer as the origin and destination.

The group assignment itself is made via the customer and the here archie relationship..

Scheduling Agreements#

Contrary to a sales order, a scheduling agreement always refers to a customer and an article or an article variant. Therefore, the article number is not in the lines, but in the header.

To create a new scheduling agreement, call up the "Scheduling agreements" via the user search. The following table explains the fields of the scheduling agreement in more detail.

Inforegister filter representation#

Using the filter area, you can change the display of the delivery schedule for clarity:

Inforegister General#

Inforegister lines#

The lines of a scheduling agreement do not really exist. Rather, the different quantity types from the items are displayed to the user at runtime similar to the sales lines. However, there is not only one quantity column, but four and the actual quantity field, which represents the relevant quantity depending on the logisitkcode.

Inforegister delivery#

Framework delivery schedule#

Outline scheduling agreements are a combination of several scheduling agreements. Therefore, it is well suited for later evaluations, since all existing scheduling agreements with the respective plant are mapped for one article. For this reason, an outline delivery schedule is primarily created for corporate groups.

The master scheduling agreement takes on another important meaning when the agreed prices and planned quantities are determined. Therefore, one and the same scheduling agreement can occur several times in a master scheduling agreement with different prices and planned quantities. The fields "From date" and "To date" are used to determine which line is then valid.

To create an outline delivery schedule, call it up via the user search. Via "New" in the menu ribbon you can define a new framework scheduling agreement with the help of the table below.

Inforegister General#

Inforegister lines#

Inforegister delivery#

Creation of scheduling agreements via master scheduling agreements#

To create a scheduling agreement from an outline scheduling agreement, call up the "Create scheduling agreement" function in the menu ribbon of the outline scheduling agreement.

Assignment of existing scheduling agreements to master scheduling agreement#

To assign an existing scheduling agreement to a framework scheduling agreement, first call up the corresponding framework scheduling agreement. Enter the scheduling agreement number in a new line in the "Scheduling agreement no." field. This assigns the scheduling agreement.

Incoming documents (Incoming call-off)#

The incoming documents are transferred to the concrete documents, the scheduling agreements, in this area. They can be transferred manually or directly via EDI interface. EDI is the technical Basis for the transfer of incoming documents. Since setting up the EDI interface is not part of this section, the manual transfer of the documents is explained here. In this process, the delivery schedules are transferred to the scheduling agreements and scheduling agreement items. The document for the Pick Up Sheet (PUS) is the sales order. Credit memos and stock reports can be processed without documents. The shipment data represents the entry of consignment material.

Incoming documents are:

• Call-offs
• Daily call-offs
• "PICK UP SHEET" (PUS)
• Credit note display
• Transport data.

After receipt of a forecast delivery schedule, it must be entered in the system. For this purpose, you have on the one hand the possibility to enter the entry directly via the scheduling agreement using the function "Item direct entry" or usually to generate a corresponding incoming document (forecast delivery schedule / JIT delivery schedule etc.).

Incoming call off#

In the incoming call-offs, you are informed of the customer's requirement quantities over a longer period of time, so that you can plan these requirements accordingly in your procurement / production.

Via the user search, you can call this up by entering "Incoming call-off" and manually enter a new one or, if you are working with an interface, open a call-off transmitted by the interface.

The fields of the call-off card are explained in more detail below:

Inforegister General#

Inforegister lines#

Inforegister delivery#

Information register cumulative quantity#

With the accept the lines are taken over into the scheduling agreement and become scheduling agreement items. The function call offers two further functions, on the one hand the call can be checked for completeness and on the other hand there is the possibility to have a suitable scheduling agreement identified. After acceptance, the delivery schedule with quantities and dates is available to logistics and production for further processing.

Incoming daily call-off#

The entry of a daily call-off is analogous to the incoming call-off. JIT delivery schedules dominate call-offs and previews. The JIT delivery schedule must be set in the logistics code and/or production code. The codes are stored in the scheduling agreement.

Via the user search, you can call this up by entering "Incoming daily call-off" and manually enter a new one or, if you are working with an interface, open a daily call-off transmitted by the interface.

The fields are analogous to those of the "Incoming call-off".

Incoming Pick Up Sheet (PUS)#

The "Pick Up Sheet" (PUS) is also recorded in the same way as a call-off or JIT delivery schedule. In contrast to the call-offs, each PUS is a separate binding order, i.e. a PUS does not replace a previous PUS, but supplements the whole. Pick up sheets may not be combined. Only the notified quantities in the corresponding packaging are picked up at the time of collection or delivery.

Therefore, when accepting incoming PUS, not only the delivery schedule is updated, but also a corresponding sales order is created.

To create a Pick Up Sheet, call up the "Incoming PUSes" via the user search. Via "New" in the menu ribbon you can create a new PUS.

Inforegister General#

Inforegister lines#

Proposal Incoming call-off documents#

The proposal incoming call-off documents shows you all call-off documents of the type "Incoming call-off", "JIT call-off" as well as PUS in an overview. By means of the filters you can filter this overview individually.

Document actions#

With the "Voucher actions" function, you can quickly process incoming vouchers by accepting or rejecting them via the action. To do this, first check the "Selected document" box in the lines for which the function is to be executed. Then execute the desired action.

Open#

With the action "Open" the respective document is opened

Incoming credit advice#

The credit advice note is a possible settlement type to settle delivered quantities from scheduling agreements. Here, no invoice is sent to the customer (manufacturer), but the manufacturer creates a so-called credit advice based on all delivery bills. This is entered in the system in the same way as the other documents against the corresponding delivery bills, scheduling agreements and completed by setting the status to Accepted.

Incoming transport data#

This area is used to enter the documents for consignment material. The following document types are available:

• Incoming message
• Damage/Loss
• Return
• Stock
• Departure notification
• Delivery notification

A corresponding scheduling agreement number is recorded as a reference. If a document Incoming transit data is accepted, the system creates a new sales invoice for delivery of the quantity from the consignment warehouse and later billing.

Delivery schedules and logistics#

Deliveries cannot be made directly from a scheduling agreement as in a sales order. Logistics documents are always necessary for this. Normally, however, these are not posted directly either, but are transferred to a shipping order. There, the packaging regulations come into play and, depending on the delivery quantity, the number of load carriers and packaging materials is shown as a regulation.

Shipping & Load Carrier#

The Shipping & Load Carrier Management module in KUMAVISION factory365 provides the possibility to process packaging. The packaging can be recorded unspecifically or specifically in the shipping processing order. In addition to the logistics documents warehouse picking, goods issue and / or picking, posted documents such as posted sales delivery bills, posted stock transfer outgoing goods and posted return delivery bills can also be transferred to the shipping processing order. When posting a shipping order, the logistics documents are posted and the interfaces are addressed, e.g. a sales order is automatically generated by the posting. The load carriers themselves can be disposable or reusable packaging and can therefore be managed with or without inventory management. In addition, the load carriers can be stored as packaging instructions for the articles. The packaging instructions are transferred to the shipping orders.

Establishment#

For the scope of functions, some settings must first be made in advance, which will be discussed in more detail below.

Shipping & Load Carrier Setup#

The number series must be stored in the shipping & load carrier setup. To do this, call up the "Shipping & load carrier setup" via the user search.

Shipping processing parameters#

The dispatch processing parameters are used to decide which interface is used with which deliverer or their transport type. In addition, other important control parameters can be set here.

Thanks to these control parameters, employees in the shipping department no longer need to worry about how the posting is to take place. They simply select the carrier and, if necessary, the mode of transport and press "send".

Load carrier#

Load carriers are all packages in which articles can be shipped. Via the user search you can call up the "load carriers" and define them.

General#

Dimensions#

Inventory managed load carriers#

Load carriers that are inventory managed must be created as articles. To create a load carrier as an article, select the appropriate article category code and unit and then execute the "Create article" function in the ribbon.

Packing instruction group#

Similar to the suppliers of an item, several different packing instruction groups can also be defined for the instruction types:

• Internal
• Debtor
• Vendor

To define the packing instruction group, call it up via the user search. Via "New" in the menu ribbon you can create a new packing instruction group with the help of the table below.

Packing instruction#

The actual regulations, i.e. which load carriers are to be used in what quantity, are defined in the packaging regulations.

To define the packing instructions, call them up via the user search.

The "General" area initially contains, among other things, filter options which you can use to filter for specific packaging regulations.

According to the filtering in the "General" section, the corresponding records will be displayed in the rows.

Consignment processing#

If the "Consignment processing" field is set on a scheduling agreement, a transfer order is created instead of a sales order when a delivery is made via Logistics. The following facilities are required in advance for this:

Delivery schedule facility#

For this purpose, a transit storage location must be specified as a default in the "Default in Transit Code" field in the scheduling agreement setup. Call this up via the user search.

Origin storage locations#

Origin storage locations define different storage locations such as consignment stores. They are defined for debtors, creditors and possibly for work center groups for external work and articles for the different business transactions.

Create logistics documents#

Logistics documents are always required for an outbound delivery on scheduling agreements. Depending on the settings of the storage location, these are:

• Warehouse picking
• Outgoing goods
• Outgoing goods and picking

The only difference from the standard is that the scheduling agreement is another source document for selecting origin documents.

Shipping processing order#

The shipping order does not replace the logistics documents goods issue and warehouse picking, it supplements them. It primarily serves to enable a clean recording and presentation of the load carriers for a goods issue. Different load carriers can be recorded and displayed for each item listed.

A new shipping order is entered by calling up "Shipping order" via the user search. After creating a new order, the logistics documents can be transferred either via the function "Get goods issue" or "Get warehouse picking".

Then the delivery condition code is entered. The "Delivery code" and "Delivery transport code" selections are used to define the shipping processing parameters. The "Pickup date" and the "Pickup time" can be entered under the "Additional information" info tab.

If the quantity of the articles is corrected here again, the packing instructions must be recalculated and taken over via the function "Determine packing instructions".

The actual dispatch then takes place via "Send order". The system first checks whether all requirements have been met. With the EDI interface, the necessary numbers of package tracking numbers are now drawn from the number series for each load carrier. If a label has a label report stored in the "Label ID" field, the label is printed out.

The logistics documents are then posted. If the source origin is still a scheduling agreement, either a sales order or, in the case of consignment processing, a stock transfer order is created and posted as a delivery.

Finally, the shipment processing order itself is archived and, if necessary, the reports for the goods receipt/issue slip and bill of lading/shipping order are printed.

Cumulative Quantity Management#

Cumulative Quantities Management is used to manage cumulative quantities and thus extends the scope of delivery schedules. The cumulative quantity management enables a transparent display of the current processing status of scheduling agreements. Logistics can thus be controlled on the basis of the difference between the company's own cumulative quantity and the customer's cumulative quantity. A reset or correction can be made at any time or periodically.

Progress figures Proposal#

The cumulative quantities proposal shows the current statuses of scheduling agreements. The displayed scheduling agreements can then be corrected or zeroed out. You can limit the display accordingly by using appropriate filter criteria. You can call up the cumulative quantities proposal using the search term of the same name via the user search.

You can assign your own proposal names to indicate what type of proposal it is. The name will appear later in the journal. After selecting the template, the actual proposal window appears.

Using the "Generate proposal" function, you can now filter out the scheduling agreements that need to be corrected. For this purpose, another window is available in which you can set defaults accordingly.

On the "Options" tab, you can set a date filter. This takes into account all customers who have entered a zero date cumulative quantity on the customer card under the "Scheduling agreement" info tab in the period entered.

After corresponding input and acceptance with "OK", the scheduling agreements are displayed.

After editing the scheduling agreements, they must be registered. You can perform the registration via the menu item "Register".

Progress Notes Journals#

All registered cumulative quantities are listed in the journals. You can access the individual cumulative quantity items by using the LookUp function in the "From current no." and "To current no." fields.

Purchasing delivery schedule#

Setup#

Purchasing delivery schedule setup#

In the Purchasing Supply Schedule Setup, the basic setups are made.

General#

Information register numbering#

User setup#

In the user setup, the following settings related to the purchasing delivery schedule can be maintained per user:

Inforegister General#

Master data#

Vendor#

On the vendor card, the following must be defined for the processing of purchase scheduling agreements on the "Purchase scheduling agreement" info tab:

Item#

On the item card, the following must be defined on the "Stock" info tab for the processing of purchase scheduling agreements:

Purchasing scheduling agreement#

When creating a purchasing scheduling agreement, the following fields can be maintained or are visible.

General#

Lines#

Delivery#

These fields are required for scheduling due dates in the purchase order worksheet. The calculation is done as usual in the standard of Microsoft Dynamics 365 Business Central¹.

Infoboxes#

The following infoboxes are available for a purchasing delivery schedule:

Purchase cumulative quantities.

The following fields are displayed in the infobox:

Price Information

The following fields are displayed in the info box:

Storage data

The following information of the inventory data card is displayed in the info box:

Management purchase delivery schedule#

Status change#

A status change can be called up via the "Change status" function in the menu ribbon. A purchasing scheduling agreement has different statuses:

Uniqueness of scheduling agreements#

When the status changes to "released", a uniqueness check is performed. According to the rule for forecast delivery schedules, a forecast delivery schedule must refer to the following order terms

• plant customer
• Customer part number
• Contract/order number
• unloading point

be clearly identifiable.

If an error is detected during this check, the following note message is issued: "Purchasing scheduling agreement xxxxx already exists with the same uniqueness criteria. Finish the other one first."

Delivery schedule text#

A delivery schedule text can be defined for a purchasing delivery schedule using the "Purchasing delivery schedule text" function in the menu ribbon.

Delivery schedule text#

For the delivery schedules generated from a purchasing scheduling agreement, a delivery schedule text can be defined using the "Delivery schedule text" function in the menu ribbon.

This text will then be printed on the paper document "Purchasing delivery schedule".

Purchasing Delete scheduling agreement lines#

Requirements are only ever transferred to the purchasing scheduling agreement via the purchase order worksheet. There is no provision for manual editing at line level in the purchasing scheduling agreement.

In rare cases, it may happen that the requirements are no longer needed. Provided users have the appropriate authorization, the "Delete purchasing scheduling agreement lines" function can be used to delete all active scheduling agreement lines for this purchasing scheduling agreement. The authorization can be controlled via the button "Delete active purchasing scheduling agreement items" in the user authorization.

Outgoing documents#

Via the call "Outgoing documents" in the menu ribbon, all created purchase delivery schedules for the respective purchase delivery schedule can be displayed.

Dimensions#

If dimensions are to be used on the purchasing side, the desired dimensions for the respective purchasing scheduling agreement can be viewed or maintained via "Dimensions".

Change cumulative quantities#

In some cases, it may be necessary to manually adjust the cumulative quantity of a purchasing scheduling agreement. For example, a running cumulative quantity must be predefined if a purchasing scheduling agreement is newly created in the system but has already been delivered to. Or a manual correction of the cumulative quantity must be made if incorrect purchasing deliveries are made. The correction or pre-entry can be made using the "Change cumulative quantities" function.

Open purchase orders#

The "Open purchase orders" call displays all purchase orders that have not yet been deleted and that exist for the selected purchasing scheduling agreement.

Deliveries#

The call "Deliveries" displays all posted purchase deliveries that exist for the purchase delivery plan.

Invoices#

The call "Invoices" displays all posted purchase invoices that exist for the purchase delivery plan.

Active purchasing scheduling agreement items#

The "Active Purchasing Scheduling Agreement Items" call can be used to view detailed information about the current purchasing scheduling agreement lines.

Non-active scheduling agreement items#

The "Inactive Scheduling Agreement Items" call can be used to view all historical scheduling agreement items for the selected purchasing scheduling agreement.

Purchase prices#

The call "Purchase prices" displays the stored prices for the combination vendor/article/variant.

Purchasing line discounts#

The call "Purchase line discounts" displays the stored line discounts for the combination vendor/article/variant.

Item availability by#

From the purchasing delivery schedule, the "Article availabilities by" known from the standard of Microsoft Dynamics 365 Business Central¹ can be called up.

Manage cumulative quantities#

Cumulative quantity management#

The cumulative quantity in Microsoft Dynamics 365 Business Central¹ is automatically managed for each purchasing delivery schedule. With each posted purchase delivery that references a purchase delivery plan, a cumulative quantity item is automatically created for that purchase delivery plan. The total of all cumulative quantity items is displayed in the "Cumulative quantity" field on the information page for a purchasing supply plan.

Corrections to cumulative quantities#

From time to time, the cumulative quantity of a purchasing scheduling agreement may need to be adjusted. For example, because the current cumulative quantity needs to be carried forward for an ongoing purchasing delivery schedule that is created in Microsoft Dynamics 365 Business Central¹. Or for a purchasing scheduling agreement that has been running for a long time, the cumulative quantity is to be zeroed out on a key date.

Transfer of cumulative quantities#

When a forecast delivery schedule is created for a purchasing scheduling agreement, the cumulative quantity valid at that time is transferred to the forecast delivery schedule. The cumulative quantity is then (along with some other information) sent to the vendor on the printed or EDI delivery schedule. The supplier then uses this information to determine the "goods in transit" and can use the information to allocate the requirements in his ERP system.

Transfer requirements to the purchasing scheduling agreement via the purchase order worksheet#

Determining requirements for the purchasing scheduling agreement via the purchase order worksheet#

To determine current requirements, the purchasing scheduling agreement uses the standard purchase order worksheet. This means that the determination is used via the replenishment procedures or replenishment parameters of the articles or the inventory data card known in the standard system.

When calculating the current requirements, Microsoft Dynamics 365 Business Central¹ takes into account the existing requirements planners. The existing purchasing scheduling agreement lines naturally also represent requirement coverers. Therefore, the calculations of the requirements have been changed so that the existing active purchasing scheduling agreement items are also included in the calculation as requirement coverers.

However, since the standard of Microsoft Dynamics 365 Business Central¹ does not recognize purchasing scheduling agreements, the function has been extended in such a way that after the determination of the requirements per line, it is checked whether a released purchasing scheduling agreement exists for the combination "vendor/article/variant/storage location". If this is the case, a reference to the respective purchasing scheduling agreement is created for the line.

When the "Execute event notification" function is executed, no new purchase order is created or existing purchase order lines are changed or deleted for this line; instead, new or changed lines are created for the specified purchasing scheduling agreement.

Enhancements to the purchase order worksheet for the purchasing scheduling agreement.#

The purchase order worksheet has been enhanced with respect to purchasing scheduling agreements as follows:

In the purchase order worksheet, the information page "Purchasing delivery schedule information" can also be called up.

In the info box, line information from the purchasing scheduling agreement is displayed for each selected order worksheet line.

The info box is only calculated if the selected line in the purchase order worksheet is a line with reference to a purchasing scheduling agreement.

In the info box, the fields "Desired goods receipt date", "Quantity", "Quantity delivered" and "Remaining order quantity" of the purchasing scheduling agreement lines are displayed.

Handling manual requirements#

As previously described, manual maintenance is not possible at the purchasing scheduling agreement line level.

However, if desired, requirements can be manually adjusted and transferred to a purchasing scheduling agreement. In the purchase order worksheet, all calculated requirements can be manually adjusted or requirements can be manually added. These manually created purchase order worksheet lines are also checked by the system for reference to a purchasing scheduling agreement and assigned.

"Execute event message" function#

The function "Execute event message" has been adapted so that no purchase orders are created or changed for purchase order worksheets with the reference type "Purchasing scheduling agreement", but new lines are generated in the purchasing scheduling agreement or existing lines are adjusted or deleted.

Furthermore, when lines are changed in the purchasing scheduling agreement, the "Changed" indicator is activated in the purchasing scheduling agreement header.

Handling reservations#

As on the scheduling agreement page in sales, requirements cannot be reserved in the purchasing scheduling agreement.

Therefore, items used for a purchasing scheduling agreement should not be planned with the "Order" replenishment procedure. Even if an article has the "order" replenishment procedure, no reservations are generated for the purchasing scheduling agreement lines.

Create and manage delivery schedules#

Generate delivery schedule#

The creation of a forecast delivery schedule is always done manually by the user. In doing so, users can choose whether a forecast delivery schedule should be created for only one or for multiple purchasing scheduling agreements by using the filter options known in Microsoft Dynamics 365 Business Central¹. In practice, it is usually filtered to one vendor and all new purchase delivery schedules are created for one vendor.

If you want to deliberately create a new "identical" forecast delivery schedule, the "Changed" field in the purchasing scheduling agreement must be activated.

If a new forecast delivery schedule is created for a purchasing scheduling agreement, the "Changed" field in the header of the purchasing scheduling agreement is deactivated again afterwards.

Edit delivery schedules#

General#

Lines#

Delivery#

The fields on the "Delivery" info tab are taken from the respective linked purchasing delivery plan and displayed.

Cumulative quantities#

The fields are taken from the respective linked purchasing scheduling agreement and displayed when the delivery schedule is created.

Manage delivery schedules#

A delivery schedule can be manually changed to various statuses. To do this, the "Change status" function can be called up manually.

Send delivery call-offs#

A delivery schedule in the status "in dispatch" can be printed out conventionally on paper or sent as a PDF attachment by e-mail.

Post goods receipt or warehouse storage#

Analogous to the sales scheduling agreement, it is not possible to collect requirements for a purchasing scheduling agreement directly in the purchasing scheduling agreement.

The collection must therefore take place via a standard logistics option in Microsoft Dynamics 365 Business Central¹. The determination of which method is to be used is made via the control indicators on the storage location map.

This means that in both putaway and goods receipt, the "Scheduling Agreement Management" module has been extended so that collection is also possible on the active scheduling agreement items.

When posting the putaway or the goods receipt, a suitable purchase order document with reference to the respective purchase scheduling agreement item is created and posted in the same way as the sales scheduling agreement. Thus, the addition of the items takes place via the standard routines of Microsoft Dynamics 365 Business Central¹.

Process purchase invoices for purchasing scheduling agreements#

Purchase invoices for purchasing scheduling agreements can be created and posted as usual either directly via the purchase order or via the purchase invoices and the "Get goods receipt lines" function.