Understanding Shipping and Planning Schedules

When you run the Create Demand Schedule (R40R010), the system creates shipping and planning schedules based on the information stored in the demand and cumulative databases. These schedules enable you to retrieve plan or firm demand, and, based on fences, the system determines whether to process the data as sales orders or forecast records. The system also performs calculations for ahead/behind amounts, rounding to standard pack, and updates the Create SO Status field (CRTSOST) on the demand detail record.

The system uses the cumulative ID to identify demand detail records. This table describes how the system selects records for processing schedules:

Cumulative Tracking Method	Process
Sold To Level	For each cumulative record associated with the Sold To field (where the Ship To field is blank), the Create Demand Schedule program processes all the demand details associated with the cumulative ID for that record.
Sold To and Ship To Level	For each cumulative record associated to the Sold To and Ship To, the Create Demand Schedule program processes all the demand details associated with the cumulative ID for the record.
None	If the customer (Branch Plant, Sold To, Ship To combination) does not calculate cumulative information, the Create Demand Schedule program processes all the demand details for that demand header record that do not have a cumulative ID.

The system can decrement cumulative quantities to decrease the cumulative shipped amount. The cumulative shipped amount starts at the contract amount and is reduced by shipments until the amount reaches zero. When this value reaches zero, the customer can have all orders that are received from this point forward placed on hold until the cumulative shipped amount is adjusted.

The system uses these tables to process shipping and planning schedules:

• F40R20

• F40R10

• F40R11

• F40R23

• F40R12