Backward and Forward Scheduling in Sale Process

March 18, 2010 by CRM
Filed under: Sale and Distribution

The goal of shipment and transportation scheduling is to confirm a delivery date for a material requested by a customer. For backwards scheduling, the customer’s requested delivery date is used to calculate the material availability date and the transportation lead time. The delivery must be created on the earliest of the two dates (selection date for outbound delivery).

• If both dates are after the order date and the material is available on the material availability date, the customer’s requested delivery date can be confirmed. A schedule line is created for the sales document item. The date of the schedule line displays the confirmed delivery date that is the same as the customer’s requested delivery date.
• If one of the two dates is before the order date, confirmation of the requested delivery date cannot take place. Therefore, the system attempts to determine the next possible date (forward scheduling).

If the result of backward scheduling means that the delivery date required by the customer cannot be confirmed, the system executes forward scheduling.

Forward scheduling takes into consideration the time parallels of the work flows for transportation planning and picking/packing of materials. The longer of the two periods is relevant for scheduling. The selection date of the outbound delivery is the earlier of the material availability or the transportation planning date.

The earliest date at which the material is available in the warehouse is the new material availability date. This is the outgoing point for new delivery scheduling.

Two schedule lines are generated for the sales line item:

• The date of the first schedule line corresponds to the customer’s required delivery date and has no confirmed quantity.

• The date of the second schedule line shows the confirmed delivery date and the confirmed amount.

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