SAP Example: Creation Profile/Creating SA Releases

The creation of releases (certain kinds of delivery schedule) under scheduling agreements is subject to the following basic conditions:

• Forecast delivery schedules are sent to the vendor to provide the latter with a rough idea of future requirements. More concrete delivery data is provided to the vendor in the form of JIT schedules
• Forecast delivery schedules are transmitted once a month. The quantities are shown as monthly quantities. The release horizon is nine months.
• JIT delivery schedules are created once a week. Changes to the overall delivery schedule in the system also lead to the creation of new JIT schedules if these changes are not minor in comparison with the previous JIT schedule and exceed certain tolerances.

If both situations (new weekly schedule due, changes to delivery schedule in the system) occur on the same day, only one new JIT schedule is created.

JIT delivery schedules transmitted to the vendor set out the daily quantities for the next ten workdays.

JIT schedules determine backlogs and immediate requirements.

• Planning runs and release creation take place on a daily basis.

Settings for the Creation Profile

You make the following settings in Customizing for Purchasing under Scheduling Agreement ® Maintain Release Creation Profile for Scheduling Agreement with Release Documentation.

General Parameters

For JIT delivery schedules, you select Changed or next date. For forecast (FRC) delivery schedules, you select Next date only.

For JIT schedules, you specify that backlogs and immediate requirements are determined.

Aggregation Horizons

For JIT schedules, you specify daily aggregation and enter 10 workdays as End. For FRC schedules, you choose monthly aggregation and enter 180 workdays as End.

This has the effect that JIT delivery schedules show the daily quantities for the next 10 workdays and FRC schedules the monthly quantities for the next 180 workdays (9 months à 20 workdays).

Creation Periodicity

You specify weekly creation for JIT schedules and monthly creation for FRC schedules.

Tolerance Profile

You specify 10 days as the checking period for JIT schedules, since this corresponds to the release horizon. You enter 5% as upper and lower tolerance limits and choose Overall check.

Settings for the Creation of SA Releases

You create SA releases by means of the Purchasing menu via Scheduling agreement ® Create release and choose the following settings:

Group heading	Selection
Choose release type	FRC and JIT delivery schedules
Select scheduling agreements	Specification of plant
Scope of selection	Changed or next date
Creation	According to strategy in profile Tolerance check active

Result

On the days on which the next FRC date (1st. Monday in the month) or the next JIT date (Monday each week) is reached, scheduling agreements with the above profile settings are selected and SA releases (delivery schedules to be issued to the vendor) created (because the next creation date has been reached).

Between these periods, the relevant scheduling agreements are also selected if the overall delivery schedule stored in the system is changed significantly (either manually or via the materials planning and control system). In this case, a JIT delivery schedule is generated, since this is defined in the creation strategy Changed or next date. A forecast delivery schedule is not created, since this is subject to the strategy Next date only.

The frequency at which new JIT delivery schedules are created to reflect changes to the overall schedule is defined via the tolerance profile.