Scheduling agreements are an essential part of the sales process in SAP SD. They are a type of contract that allows you to plan and schedule deliveries to your customers over a predefined period. In this article, we will guide you through the step-by-step configuration of scheduling agreements in SAP SD.
Step 1: Define Document Types
The first step in creating scheduling agreements is defining document types. Document types determine the data that is necessary to create scheduling agreements. To define document types, use the following path in the SAP menu: Logistics > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Document Types. Here, you can create a new document type by clicking on the Create button.
Step 2: Define Number Ranges
Next, it`s time to set up number ranges for scheduling agreements. Number ranges determine the unique numbers that are assigned to each scheduling agreement. To define number ranges, follow this path in the SAP menu: Logistics > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Number Ranges to Document Types. Once you`re here, you can assign number ranges to the document type that you created in step 1.
Step 3: Define Item Categories
Item categories determine the type of material or service that you`re selling. You need to define item categories before you can create scheduling agreements. To define item categories, use the following path: Logistics > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Categories. Here, you can create a new item category by clicking on the Create button.
Step 4: Define Schedule Lines
Schedule lines are a crucial part of scheduling agreements as they specify the delivery schedule for each item. To define schedule lines, use the following path: Logistics > Sales and Distribution > Sales > Sales Documents > Schedule Lines > Define Schedule Line Categories. Here, you can create a new schedule line category by clicking on the Create button.
Step 5: Create Scheduling Agreement
Now that you`ve defined document types, number ranges, item categories, and schedule lines, you`re ready to create a scheduling agreement. To create a scheduling agreement, follow this path: Logistics > Sales and Distribution > Sales > Scheduling Agreement > Create. Here, you can input all the necessary information for the scheduling agreement, including customer details, material details, and delivery schedule.
Step 6: Monitor Scheduling Agreement
Once you`ve created a scheduling agreement, you need to monitor it to ensure that deliveries are made in a timely and accurate manner. To monitor a scheduling agreement, use the following path: Logistics > Sales and Distribution > Sales > Scheduling Agreement > Display. Here, you can view all relevant information about the scheduling agreement, including delivery schedules, delivery quantities, and billing information.
In conclusion, setting up scheduling agreements in SAP SD is a crucial part of the sales process. By following these six steps, you can configure scheduling agreements with ease and ensure that deliveries to your customers are accurate and timely.