Release Supplier Schedule, Manually

Explanation

The release is the final step in the schedule flow. This means that the schedule has been generated, reviewed, and approved in order to reach this step. The release function can either be run as a background process or executed online. In order to run the process automatically upon approval, the 'Automatic Release' option must be indicated on the supplier schedule agreement.

The release step means that the schedule lines are converted into purchase order lines if they are of 'Delivery Authorized' schedule line type. It also means that the schedule can be sent to the supplier either via EDI, fax, or regular mail. You have the option to create a report and then either print it or send it electronically to the supplier.

When a released supplier schedule line contains any information for reference ID, dock code, subdock code, or location number, this information can be reviewed on the purchase order by clicking Extended Order Info in the right mouse button menu. You can review the information either for the entire purchase order or for a selected line.

Note: A supplier schedule can be released even if the approver is blocked for use.

Prerequisites

• The supplier schedule must have been successfully approved.
• The release function should not be run automatically, just as stated on the supplier schedule agreement.

System Effects

• Schedule lines that are 'Delivery Authorized' are converted into released purchase order lines and are now available for receipt.
• If the schedule is to be sent automatically via EDI, it is sent directly after the release of the schedule.
• A new supplier schedule version number is retrieved. This allows the supplier to distinguish among the versions of released schedules arriving.
• A newer version of a schedule supersedes the previous version, meaning that the newer version is considered as the valid version and the previous version can only be viewed in the supplier schedule history.

Window

Release Supplier Schedule
Supplier Schedule

Related Window Descriptions

Release Supplier Schedule
Supplier Schedule

Procedure

1. To run a release process of all existing schedules, leave all fields blank.
2. To run the process for a specific supplier or for a specific schedule, indicate the data in the appropriate field.
3. Complete the process by clicking on the OK button.