Enter Customer Schedule Header

Explanation

There are two types of schedules: plans and call-offs. The data included in these two schedules is virtually identical, though the meaning is usually different. In general, a customer plan is used to transmit future forecasts for planning purposes. This is equivalent to a customer sharing his MRP output with the supplier for future dates. A call-off generally represents specific shipping instructions for near-term. Call-off delivery information always overrides plan information.

The customer schedule is entered in two steps: the header and then the schedule lines. The schedule header includes the customer, schedule type, shipping address, customer part number, and validity dates for the schedule as well as customer's created date and customer's approved date. The lines are used for indicating the desired quantities and dates for the part in question.

When saving the customer schedule header, Customer Agreement Cross Reference is mandatory if the connected customer schedule agreement part is linked to the customer schedule agreement that contains any customer agreement cross references. Entered value of the customer agreement cross reference in the customer schedule is validated against the value in the relevant customer schedule agreement. You can add multiple customer schedule headers for the same data set.

"JIT Schedule" stands for "Just-In-Time Schedule."This scheduling approach is used to manage and optimize the production and delivery of goods or services. The main goal is to reduce inventory levels and increase efficiency by timing the production and delivery processes so that materials and products arrive exactly when they are needed. This minimizes waste and helps in responding more flexibly to customer demand.

If user wants to create a JIT Schedule/ JIS Schedule, it can be activated from the Customer Schedule header. Once you activated the JIT Schedule option, only the Schedule type “Call Off” can be entered. Schedule type cannot be “Plan” and vice versa.  If the user wants to create a “Plan” schedule for forecasting purposes, then the customer schedule can be created without activating the “JIT toggle” and it follows the functionality of handling delivery authorization “Both”.

JIT Schedule option must be activated in the Customer Schedule Agreement Part to create Call-Off JIT Schedules and a Customer Agreement Cross Reference must be connected in the related Customer Schedule Agreement. Customer Agreement Cross Reference represents the Reference Number of the JIT Schedule.

With the time zone improvement, a badge is introduced for the Created Date in section Misc Schedule Info (displayed as date only).
The attribute is saved in server time zone to the database and displayed in the working time zone of the logged in user.
When you hover over the badge, you can see more details about the time zone and also the corresponding UTC time.

Prerequisites

A customer schedule agreement, as well as a customer schedule agreement per part, must have been entered and activated.

System Effects

As result of this entry, a customer schedule header is created. When the order header is entered, it receives the Entered status.
Moreover the Template Id (tab misc schedule info) is fetched from the corresponding customer schedule agreement part.
The Customer's Created Date is the reference for automatic line type determination but ít is not a mandatory field. If no date was entered, IFS calculates a Customer's Created Date as minimum date of these three dates: