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Scheduling Agreement
Scheduling Agreement & Forecast Delivery Schedule
Users Manual
Peter de Groot
HCC-IL-OS
2008-05-14
Table of Contents
SAP-Easy Access Menu............................................................................................................. 3

Frequently Used Transaction codes ........................................................................................... 4
Create Scheduling Agreement.................................................................................................... 5
Header Data............................................................................................................................ 6
Item Overview........................................................................................................................ 7
Item Details ............................................................................................................................ 8
Check tax determination......................................................................................................... 9
Additional Data .................................................................................................................... 11
Check Partner Functions ...................................................................................................... 13
Outgoing Message (Print Scheduling Agreement)............................................................... 14
Print Scheduling Agreement .................................................................................................... 15
Change Scheduling Agreement ................................................................................................ 17
Change price in scheduling item .......................................................................................... 17
Change currency key in header data..................................................................................... 21
Scheduling Lines ...................................................................................................................... 22
Automatically generated scheduling lines............................................................................ 22
Create scheduling lines manually......................................................................................... 22
Change scheduling lines....................................................................................................... 23
Schedule line is "fixed" .................................................................................................... 24
Delete scheduling lines......................................................................................................... 24
Order confirmation ................................................................................................................... 26
Setup confirmation control................................................................................................... 26
Enter a confrimation............................................................................................................. 27
Monitor Confirmations......................................................................................................... 28
Outgoing Messages .................................................................................................................. 30
Message condition settings for Email .................................................................................. 30
Vendor Master.................................................................................................................. 30
User Profile ...................................................................................................................... 31
Condition type LPH5 for email........................................................................................ 32
Message condition settings for print output ......................................................................... 34
Define a standard printer for outgoing scheduling releases ............................................. 34
Skip printing, if not necessary.......................................................................................... 35
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Document: MM-scheduling agreement 2008-05-14.doc
Peter de Groot
*** DRAFT ***
HIE & HSE
Message condition settings for EDI ..................................................................................... 37

Message condition settings for WEB-EDI ........................................................................... 37
ME84 Create release ............................................................................................................ 38
Message output..................................................................................................................... 39
Monitor outgoing messages (fax & email)........................................................................... 41
Output control (print) ........................................................................................................... 44
Re-print Scheduling agreement ............................................................................................ 46
Release Creation profile ........................................................................................................... 49
DS6/100............................................................................................................................ 49
Quota Arragnement .................................................................................................................. 50
Maintain quota arrangement................................................................................................. 50
Determining the Source Under a Quota Arrangement ......................................................... 51
Revision of Quota Arrangement .......................................................................................... 51
Monitoring Quota Arrangements ......................................................................................... 52
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SAP-Easy Access Menu
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Frequently Used Transaction codes
ME31L Create Scheduling Agreement

ME32L Change Scheduling Agreement
ME33L Display Scheduling Agreement
ME9L Print Scheduling Agreement
ME38 Change Scheduling Lines

ME84 Create Releases
ME9E Print (Transmit) Releases
ME80RN General Evaluations (List)
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Create Scheduling Agreement

Prerequisites
• Info record (check with ME2M)
• Q-Info record
Transaction ME31L
Field R/O Description

Vendor Required Vendor Number
Agreement Type Required Always LPA
Purchasing Org. Required
Purchasing Group Required
Item category Optional • “blanc” if regular
procurement
• ”L” if subcontracting
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(job worker)
Account assignment cat. Not required Always “blanc”
Plant Required
Storage Location Optional Recommended
Other Fields Not required
Header Data

Validity start Required Backdate 2 month
Validity end Required 31.12.9999
Payment terms Required Automatically copied from
vendor master
Currency Required Automatically copied from
vendor master
Incoterms Required Automatically copied from
vendor master
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All other fields Do not change / maintain
Item Overview
Select item overview with .
ENTER
Important rules:
• Only one material per scheduling agreement. Always create one scheduling
agreement per material number. Exception: India-Clients are allowed to use multiple
item scheduling agreements.
• Only one valid item line per scheduling agreement. Cancel all other item lines.
• Only one valid scheduling agreement per vendor and material. Before creating a
new scheduling agreement check first, if there’s already an existing scheduling
agreement. Use ME80RN.
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Item Do not maintain Automatically
Item category Optional • “blanc” if regular
procurement
• ”L” if subcontracting
(job worker)
Material Required Material number
Short text Required Automatically copied from
material master
Target quantity Required Automatically copied from
material master
OUn (Order Unit) Required Automatically copied from
info record. Do not maintain
manually
Net Price Required Automatically copied from
manually
Per (price unit) Required Automatically copied from
manually
OPU (order price unit) Required Automatically copied from
manually
Material Group Required Automatically copied from
material master
Plant Required Plant number
SLoc (stock location) Required Automatically copied from
material master
Item Details
Select item line and go to item details
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ENTER
ENTER
Check tax determination
Especially required for India:
Menu: Item More functions Taxes
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Proceed only if ok.
If not o.k. first check the J1ID-settings 1.
1
India only
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Details see documentation: MM-Material

Master for procurement and Vendor master.
Additional Data
Go to additional data
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Planned delivery time Required If regular procurement = 1 day.
If subcontracting = assembly time
GR processing time Required Goods receipt processing time in days.
Number of workdays required after
receiving the material for inspection and
placement into storage.
Pr. Date cat. Required Pricing date category (controls date of price
determination)
Always “5” = Price will be determined by
the info record at GR-date.
QM control key Do not change Control Key for Quality Management in
Procurement.
Presetting from the QM-Module. See

material master, QM-View.
Creation profile Recommended The creation periodicity of the releases

(scheduling agreement delivery schedules),
i.e. the period in which releases against a
scheduling agreement are created and
transmitted to the vendor, and
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The way in which the quantities transmitted
to the vendor are aggregated (starting from
the current creation date of the release)
Select a suitable key

All other fields Do not change / maintain
Check Partner Functions
The Scheduling agreement should always have the following 3 partner roles:
Add, if missing.
Item Text
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Add you text …
Go back with (F3)
Outgoing Message (Print Scheduling Agreement)
Select outgoing message with .
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= Not printed jet
Logical destination = SAP-Printer name

Print immediately: select for printing immediately after saving. Otherwise the SA is printed
with ME9E.
Save Scheduling agreement with (shift – s)
Message if successful:
Print Scheduling Agreement

Transaction ME9L
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Without any selections the system will collect all outgoing messages, which have not been
printed.
Select the message for printing, then select “output message”:
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As a result of the, the message will be marked as printed:
See also ME32L, messages :
= message printed successfully.
Change Scheduling Agreement
Change price in scheduling item
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First change the price of the info record

ME12, add a new price validity period:
Save the new price
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Go back to the scheduling agreement, additional data:
Change “price date” to the actual date:
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Choose option B “Carry out new pricing”
As a result the price is updated from the info record:
Disadvantage: This is only possible as long as there’s no goods receipt posted.
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Change currency key in header data
The currency key is copied from the vendor master record (procurement view) into the header
data of the scheduling agreement.
Here it is possible to change the currency to another key. This is needful if you have price
negotiations for the same vendor in different currencies. For example EUR and SKK.
Revaluation postings (MRNB) and Automotive Evaluated Receipt Settlements (MRER)

postings will be done with this currency.
The key can be changed as long as there’s no order history in the scheduling agreement (no
goods receipt and no invoice posted).
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Scheduling Lines
Transaction
• ME38 create / maintain scheduling lines
• ME39 display scheduling lines
Automatically generated scheduling lines
Set up source list: MRP-setting = 2

Transaction: ME01
MRP-Run
The MRP-Run automatically creates scheduling lines.
See MD04: MRP-element “SchLne”
Create scheduling lines manually
Set up source list: leave MRP setting blanc.
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Change scheduling lines
Transaction ME38
Select item line and go to scheduling lines .
Save .
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Schedule line is "fixed"

Fixes the schedule line and determines that it cannot now be automatically changed as
a result of materials planning and control/MRP activities.
Procedure
The indicator is set automatically if:
• You make manual changes to a line of a scheduling agreement delivery

schedule that was created via the materials planning process
• You create a schedule line manually
Dependencies
• You can specify whether Materials Planning/MRP can change delivery
schedule lines within the firm and trade-off zones in the additional data for the
scheduling agreement item
In the MD04 the fixed scheduling lines are marked with a star behind the scheduling line:
.
Delete scheduling lines
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Set quantity to zero:
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Order confirmation
Setup confirmation control
Transaction ME32L, select the item line and go to “Item Details” .
Enter the confirmation control key for “order confirmation”.
It’s only possible to change the key if there’s no GR. If necessary create new item line. Add
the new item line to the source list and delete the previous item line after invoicing all open
items.
This is a confirmation control key for simple order confirmation only. It can not be used for
inbound deliverys (shipping notes).
Other system may have different confirmation control keys. Ask your support, if you have
any doubts, which one to use.
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Enter a confrimation
Transaction ME38, go to
scheduling lines .
Select Item Confirmations

Overview
Enter the confirmed quantities and dates:
Save the data.
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Monitor Confirmations
ME38 select item

Item Confirmations Lists
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Outgoing Messages
Message condition settings for Email

(This option is only available in the Indian system.)
Vendor Master
Maintain the suppliers email address.
MK02:
Has to be done for each vendor.
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User Profile
Ensure, that your own email address is set up correctly in your user data:
Transaction: SU3
(Has to be done only once.)
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Condition type LPH5 for email
Transaction
MN11 create
MN12 change
MN13 display
Condition type LPH52 is maintained on purchasing org. level.
2
This condition type is only available in the Indian system. No Hella or ShArP-Standard
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Message condition settings for print output
Message type: LPH1
Transaction
MN11 create
MN12 change
MN13 display
Define a standard printer for outgoing scheduling releases
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Set up communication details:
Always use SAP-network printers, never LOCL.
Skip printing, if not necessary
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If, for example, a message should be send only by EDI, WEB-EDI or Email without
printing, use medium 8 and dispatch time 4.
Use the settings on purchase org. and vendor level:
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Medium 8 and dispatch time 4 will discard the print message immediately. The next level
(document type) will not be processed and you’ll get no print message for the mentioned
vendor.
Message condition settings for EDI

Coming soon.
Message condition settings for WEB-EDI

Coming soon.
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ME84 Create release

(Without creation profile)
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Message output
Transaction ME9E
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Select the lines where you like to send or print the message.
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Monitor outgoing messages (fax & email)

Transaction SCOT
One message is waiting for transmission:
More details:
Overview of send orders
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This monitor has to be checked frequently to ensure, every message has been send out.
After transmission:
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Business workplace:
You also get a notification about the outgoing messages in your business workplace:
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Output control (print)

Transaction: SP01
Check, whether the printer successfully processes the spool request.
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After a while the spool request is processed: status “compl.”.
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Re-print Scheduling agreement

ME32L: Go to messages
Select the message and repeat output:
You’ll get a new message item line:
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Optional: check communication method
Here, for example, you can change the printer.
Optional: Further data
Here you can decide, whether the message is send out immediately (option 4) or with
transaction ME9L (option 3).
Save the scheduling agreement
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After changing something in the scheduling agreement, the system generates a change
message:
You can re-print either the original message by using the “repeat output” function. If you re-
print the original message, the system will always print the actual data. There’s no message
history (archive) available.
A change message cannot be re-printed without any changes in the SA.
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Release Creation profile

Controls:
• The creation periodicity of the releases (scheduling agreement delivery schedules), i.e.
the period in which releases against a scheduling agreement are created and
transmitted to the vendor, and
• The way in which the quantities transmitted to the vendor are aggregated (starting
from the current creation date of the release)
DS6/100
Plant Profile Gen. Param. Aggregation Creation periodicity
1193 Y000 Changed Only 4 weeks daily aggregation + None
4 weeks weekly aggregation +
10 month monthly aggregation
1193 Y001
4 month monthly aggregation
4 weeks weekly aggregation
1193 Y005 Changed Only 4 weeks daily aggregation None
Coming soon
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Quota Arragnement
You establish the quota arrangement for a material over a certain period by entering quotas
for the various sources of supply in a quota arrangement item.
Transaction MEQ1, MEQ3
Precondition: 2 or more valid scheduling agreements in the source list.

Example:
Precondition: Material master, purchasing view, set quota arrangement to 3
Maintain quota arrangement

MEQ1:
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Quota
In the Quota column, enter the quota assigned to each item. The quota determines which
portion of a total requirement over a period should be procured from the source in question.
For example, suppose a quota arrangement contains two sources of supply and you enter a
quota of 1 for both. This means that each source is then allocated 50% of the total
requirements for the material over the period in question.
Press ENTER .
The percentage distribution of the quotas is calculated and displayed automatically by the
system.
Save the quota arrangement.

The system assigns a number to the quota arrangement item automatically.
Determining the Source Under a Quota Arrangement

MEQ3 HELP Application help
Revision of Quota Arrangement

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Monitoring Quota Arrangements

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Scheduling Agreement & Forecast Delivery Schedule

SAP-Easy Access Menu............................................................................................................. 3

Page 1 from 52 21.05.2008

Message condition settings for EDI ..................................................................................... 37

Page 2 from 52 21.05.2008

SAP-Easy Access Menu

Page 3 from 52 21.05.2008

Frequently Used Transaction codes

ME31L Create Scheduling Agreement

ME38 Change Scheduling Lines

ME80RN General Evaluations (List)

Page 4 from 52 21.05.2008

Create Scheduling Agreement

Field R/O Description

Page 5 from 52 21.05.2008

Field R/O Description

Field R/O Description

Page 6 from 52 21.05.2008

Field R/O Description

All other fields Do not change / maintain

Select item overview with .

Page 7 from 52 21.05.2008

Field R/O Description

Select item line and go to item details

Page 8 from 52 21.05.2008

Check tax determination

Especially required for India:

Menu: Item More functions Taxes

Page 9 from 52 21.05.2008

Proceed only if ok.

If not o.k. first check the J1ID-settings 1.

Page 10 from 52 21.05.2008

Details see documentation: MM-Material

Page 11 from 52 21.05.2008

Field R/O Description

Presetting from the QM-Module. See

Creation profile Recommended The creation periodicity of the releases

Page 12 from 52 21.05.2008

Field R/O Description

Select a suitable key

Check Partner Functions

Page 13 from 52 21.05.2008

Add you text …

Go back with (F3)

Outgoing Message (Print Scheduling Agreement)

Select outgoing message with .

Page 14 from 52 21.05.2008

= Not printed jet

Logical destination = SAP-Printer name

Save Scheduling agreement with (shift – s)

Print Scheduling Agreement

Page 15 from 52 21.05.2008

Select the message for printing, then select “output message”:

Page 16 from 52 21.05.2008

As a result of the, the message will be marked as printed:

See also ME32L, messages :

= message printed successfully.

Change Scheduling Agreement

Change price in scheduling item

Page 17 from 52 21.05.2008

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