Scheduling Agreements
A long-running commitment to one supplier for one material. Releasing against the schedule raises a real purchase order, and cannot exceed what was agreed.
Where to find it
- Module: Supply Chain
- Group: Sourcing
- Section: Direct Materials
- Screen: Scheduling Agreements
Address in the console: /scm/scheduling-agreements
List · 12 columns · 15 fields on its form · 2 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Agreement | Code | agreement_no |
| Supplier | Text | supplier_name |
| Item | Code | item_no |
| Material | Text | item_name |
| Price | Amount | unit_price |
| Agreed | Number | total_quantity |
| Released | Number | released_quantity |
| Open | Number | open_quantity |
| Used | Text | released_pct |
| Consignment | Yes or no | is_consignment |
| Valid to | Date | valid_to |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Supplier required | Choice | Looked up from existing records | |
| Material required | Choice | Looked up from existing records | |
| Under contract | Choice | Looked up from existing records | |
| Delivered to | Choice | Looked up from existing records | |
| Unit of measure | Text | ||
| Agreed price | Number | ||
| Currency | Text | ||
| Total quantity | Number | ||
| Valid from | Date | ||
| Valid to | Date | ||
| Consignment stock | Yes or no | It belongs to the supplier until it is consumed. | |
| Minimum lot | Number | ||
| Lead time (days) | Number | ||
| Status | Choice | draft, active, suspended, exhausted, expired, closed | |
| Cost center | Choice | Looked up from existing records |
What you can do here
Release primary
Release the schedule as an order
Asks for: Release everything scheduled through Or these schedule lines
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.