Creating Scheduling Agreements With Release

Document - Standard

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

Would you like to know how a purchaser creates a scheduling agreement

with release documentation for standard procurement?

If so, follow this interactive tutorial.

(1) To open the app, select the Manage Scheduling Agreements tile.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(2) In the Manage Scheduling Agreements screen, choose Create Object (+).

The New Scheduling Agreement header view displays.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(3) Open the Agreement Type list.

(4) Select SA With Release doc.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(5) In the Supplier field, enter 10300001 and select the Purchasing Organization field.

(6) In the Purchasing Organization field, enter 1010 and select the Purchasing Group field.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(7) In the Purchasing Group field, enter 001 and open the date picker in the Valid To field.

(8) Select a date later than that displayed in the Valid From field. For this tutorial, select
January 31, 2018.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(9) In the Target Value field, enter 200,000 and select the Currency field.

(10) In the Currency field, enter EUR and press Enter.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(11) Choose Notes.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

In this section you can add notes as appropriate, under the following
headings:

• Header text
• Header note
• Pricing types
• Deadlines
• Terms of delivery
• Shipping instructions
• Terms of payment
• Warranties
• Penalty for breach of contract
• Guarantees
• Contract riders (clauses)
• Asset
• Other contractual stipulation
• Inbound delivery
• Vendor memo (general)
• Vendor memo (pur.org)

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(12) Choose Items.

(13) Choose the Add (+) button to open the New Scheduling Agreement Item view.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(14) In the Plant field, enter 1010 and select the Material field.

(15) In the Material field, enter RM129 and press Enter.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

The Net Order Price is automatically generated from the info record.

(16) In the Target Quantity field, enter 120,000 and choose Output Control.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(17) In the Creation Profile field, enter 0001 and choose Notes.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

In this section you can add notes as required, under the following
headings:

• Item text
• Info record PO text
• Material PO text
• Delivery text
• Info record note
• ES Master Agreements (MA)
• ES Requests f. Proposals (RFP)
• Sequence Number LP

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

(18) Choose Apply.

(19) In the General Information header, check that all the information is correct. Choose
Save.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

A new scheduling agreement is created. Note the schedule agreement

number for later reference.

(20) To return to the launchpad, choose Home.

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CREATING SCHEDULING AGREEMENTS WITH RELEASE DOCUMENT - STANDARD

You have successfully created a scheduling agreement with release

document.

This concludes the interactive tutorial.

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