How to Create a Scheduling Agreement in SAP SD

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how to create a scheduling agreement in sap sdIn this SAP SD tutorial, we will talk about scheduling agreements in SAP Sales and Distribution. You will learn what SAP SD scheduling agreements are used for and how to create them. We will provide screenshots and guidance that are relevant for this process.

SAP SD Scheduling Agreements

Outline agreements play an important role in nearly all business processes. Customers and vendors agree on the goods to be provided under certain conditions and within a specific period of time. Outline agreements streamline business processes for both partners in a business relationship.

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The two main outline agreements, which are:

A scheduling agreement is an outline agreement between you and a sold-to party that is valid for a certain period of time. The scheduling agreement contains fixed delivery dates and quantities. These dates are contained in the schedule lines for the scheduling agreements. Once the scheduling agreement is due for delivery, you can create the delivery as normal or by using a delivery due list.

When you enter schedule lines for an item in the scheduling agreement, the system adds up the quantities that have already been entered and compares them to both the target quantity and the quantity already shipped. This gives you an overview of all the open quantities.

If the quantity in the schedule lines exceeds the target quantity, the system issues a warning message. If the customer requires it, you can process invoices periodically – for example, once a month. All deliveries due for the billing document are combined in a collective invoice.

Standard SAP SD scheduling agreements normally contain:

  • Customer and material information
  • Pricing, be it customer or material specific
  • Delivery dates and delivery quantities
  • Information about shipment processing
  • Information about billing
  • Validity periods and dates

How to Create SAP SD Scheduling Agreement

There are two options to start the process of creating a scheduling agreement:

  • Enter VA31 in Transaction Command Field for creating Scheduling Agreement or
Enter VA31 Transaction
Enter VA31 Transaction
  • Navigate through ‘Tree’
VA31 Transaction for Creation of Quotation in SAP Menu
VA31 Transaction for Creation of Quotation in SAP Menu

Once you have entered the Scheduling Agreement: Creation Initial screen, you have to select relevant Scheduling Agreement Type. Each Scheduling Agreement Type has its own functionality and viewing based on the configuration done at the backend of SAP system.

Select Relevant Scheduling Agreement Type
Select Relevant Scheduling Agreement Type

Please note, any field having a ‘tick mark’ means its mandatory and it has to be populated else the SAP system would not allow you to proceed further. In order to opt for a required scheduling agreement type, press F4 on the respective field and it will show all LoVs (List of Values) with available types of scheduling agreements.

List with Scheduling Agreement Types
List with Scheduling Agreement Types

Select the relevant Scheduling Agreement Type to proceed to the next step.

Scheduling Agreement with Type DS will be Created
Scheduling Agreement with Type DS will be Created

Populate Organizational Data with your relevant Sales Organization, Distribution Channel and Division.

Fill in Sales Area Data
Fill in Sales Area Data

Hint: if you populate your relevant Sales Organization, Distribution Channel and Division first and then opt for the relevant Scheduling Agreement type, only Scheduling Agreement types relevant for the selected Sales Organization, Distribution Channel and Division will be displayed in LoVs.

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Master Data Involved when Creating Scheduling Agreement

The following master data is involved when creating a scheduling agreement. This master data fetches relevant information and populates the relevant fields accordingly:

Customer Master Data

  • Name of the customer
  • Address
  • Location
  • Taxation details
  • Geographical location according to company’s sales geographical structure
  • Shipping details
  • Billing details as in terms of payment
  • Partners associated with the customer, i.e. ship-to party, bill-to party, payer, etc.

Material Master Data

  • Material description
  • Unit of measure (Stock Keeping Unit – SKU)
  • Transportation group
  • Loading group (fork lifter, manual handling, etc.)
  • Taxation information

Customer Material Info Records

  • Used to maintain customer relevant SKU codes which are mapped with the company code

Condition Master (Pricing)

  • Base price of the product or special price for a particular customer
  • Discount(s) on the product or special discount offered to one customer
  • Freight
  • Taxes

Output Master

  • The process of communication with customer once the scheduling agreements is created via printout of the scheduling agreement which is sent to customer by post, fax or email.

Partners Involved in Creation of Scheduling Agreement

  • Sold-To Party: the entity that inquired the goods
  • Ship-To Party: to whom goods are be delivered to
  • Bill-To Party: the entity that is responsible to receive the bill
  • Payer: the entity responsible for the payment

Entering the Customer – Sold-To and Ship-To

On the screenshot below is the initial screen of Scheduling Agreement once you have selected the relevant Scheduling Agreement Type and Sales Area (combination of Sales Organization, Distribution Channel and Division is technically termed as Sales Area in SAP SD).

Scheduling Agreement Initial Screen
Scheduling Agreement Initial Screen

You can see Sold-to Part and Ship-to Party fields at the top left of the screen. One Sold-to Party can have multiple Ship-to Parties. If there are many Ship-to parties associated with one Sold-to Party, a dialog box will pop up in the scheduling agreement screen. You need to select the relevant Ship-to Party which the Sold-to Party has instructed you to ship the products to. Press F4 or button on the Sold-to Party field to search for your relevant Sold-to Party.

You can search by Search Term maintained in the customer master data or also by Name. To remain specific with your search, enter relevant Sales Organization, so that only customers maintained in your sales organization will be displayed. If you decide to find the customer with name, enter customer’s first name with * before and after the name. This is called wild card search.

Example: *demo*

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Here we are using ‘Search Term’ functionality:

Look up a Customer by Search Term
Look up a Customer by Search Term

Hint: You can use asterisk to be more specific in your search and press Enter to get output of your search.

Search Results
Search Results

Double click on the required customer line in the window to select that customer.

A Customer was Entered into Scheduling Agreement
A Customer was Entered into Scheduling Agreement

Press Enter once you have selected the Sold-to Party, so that the SAP system can accept the customer and proceed with the scheduling agreement creation. If the customer has two Ship-to Parties assigned, a dialog box will be popped up to select the relevant one which your customer, Sold-to, has instructed. Double click on the required one and the same will be selected.

If there’s only one Ship-to Party assigned to the Sold-to Party, once you press Enter, Ship-to Party will automatically get populated.

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Since a scheduling agreement is a legal document, the system will prompt you to populate validity dates:

The System Asks for Validity Dates
The System Asks for Validity Dates

Populate scheduling agreement validity dates, i.e. ‘Valid From’ and ‘Valid To’ dates:

Enter Validity Dates of Scheduling Agreement
Enter Validity Dates of Scheduling Agreement
A Scheduling Agreement with Validity Dates Correctly Populated
A Scheduling Agreement with Validity Dates Correctly Populated

SAP SD Scheduling Agreement Screen Interface

This part is called header of the scheduling agreement:

Header of Scheduling Agreement
Header of Scheduling Agreement

This part is called overview of the scheduling agreement:

Overview of Scheduling Agreement
Overview of Scheduling Agreement

This is called the line item part of the Scheduling Agreement where materials which are inquired by the customer are to be maintained:

Line Items in a Scheduling Agreement
Line Items in a Scheduling Agreement

Add a Product to a Scheduling Agreement

Use F4 to search for the material the same way we did for the customer and repeat the same process for entering multiple line items (if required).

Search for Material by Description
Search for Material by Description
A Material was Found
A Material was Found

Double click on the desired material to select it:

A Material Number was Added to the Scheduling Agreement
A Material Number was Added to the Scheduling Agreement

If you press Enter without entering the Quantity, the system will prompt:

Request to Enter Quantity for a Material
Request to Enter Quantity for a Material

Enter quantity:

A Material was Added to the Scheduling Agreement
A Material was Added to the Scheduling Agreement

Here you can see that no value was updated in the Net Value field in the scheduling agreement’s header part:

Net Value is Zero
Net Value is Zero

The same goes for the line item:

Pricing Conditions of a Line Item in the Scheduling Agreement
Pricing Conditions of a Line Item in the Scheduling Agreement

This is due to the reason that scheduling agreements require the schedule line to be populated. Select the relevant line item and press button in the line item section of the scheduling agreement:

Click Details Button for a Line Item
Click Details Button for a Line Item

Then, go to the Schedule Lines tab :

Schedule Lines of an Item
Schedule Lines of an Item

Enter the dates on which the customer has requested the goods along with the order quantity.

Enter Schedule Lines for the Dates when the Customer Requested Shipments
Enter Schedule Lines for the Dates when the Customer Requested Shipments

Once one schedule line it entered, conditions will update. Go to the Conditions tab in the line item data :

Pricing Conditions were Updated and Net Value is Not Zero Now
Pricing Conditions were Updated and Net Value is Not Zero Now

Enter another delivery date and quantity:

Enter Additional Schedule Lines for an Item
Enter Additional Schedule Lines for an Item

Conditions are updated accordingly in the line item pricing data:

Pricing Conditions were Updated Again
Pricing Conditions were Updated Again

Incompletion Log for Scheduling Agreements

Press F3 or to go back to the main screen. Go to Edit > Incompletion Log or Ctrl+F8 to see if the scheduling agreement that we have just created is complete.

Open Incompletion Log for a Scheduling Agreement
Open Incompletion Log for a Scheduling Agreement

If there are any fields which need to be populated, the system will prompt and a new window will be displayed:

Our Scheduling Agreement is Incomplete
A Scheduling Agreement is Incomplete

Press or F2 to complete the missing data:

Enter Missing Date (PO Number)
Enter Missing Date (PO Number)

Enter the PO Number:

Missing PO Number was Added
Missing PO Number was Added

Press or F5 to populate the next missing field, if any. Once all the required data is populated, the system will take you to the main screen of the scheduling agreement. If the document is complete, the SAP system will show the relevant message accordingly: .

The Scheduling Agreement is Complete
The Scheduling Agreement is Complete

Scheduling Agreement Screen – Header

Press button to view header details in the scheduling agreement:

Use the Button to View Header Details
Use the Button to View Header Details

Here you can see the relevant header data:

  • User who created this scheduling agreement
  • Sales Organization, Distribution Channel and Division information
  • Sales office
  • Sales group
  • Date on which the document is created
  • Document currency
  • Customer group
  • Price list
  • Sales district
Header Data of Scheduling Agreement
Header Data of Scheduling Agreement

Press tab to see the partners which the customer is having:

Partners in the Header of the Scheduling Agreement
Partners in the Header of the Scheduling Agreement

Press to know the current status of the scheduling agreement:

Status of the Scheduling Agreement
Status of the Scheduling Agreement

Press to go back to the main scheduling agreement screen.

Save Scheduling Agreement

Once you have created the scheduling agreement and are satisfied with the information populated, press or CTRL+S to save the scheduling agreement.

The Scheduling Agreement was Successfully Saved
The Scheduling Agreement was Successfully Saved

Delivery Due List

Since the scheduling agreement contains the delivery dates and quantities, deliveries are created based on the delivery quantity. Let us see the delivery details in scheduling agreement first:

Delivery Details in the Scheduling Agreement
Delivery Details in the Scheduling Agreement

Customer requested the delivery of 1 quantity of goods on 1st November, 2016 but the system confirmed the delivery of goods on 4th November, 2016 based on the availability settings. This means that delivery can take place on 4th November, 2016 and not before that.

Similarly, the customer requested for the delivery of another 1 quantity of goods on 10th of November, 2016 which system confirmed.

Now, let us go to the delivery monitor and due list using the transaction VL10A:

Start Delivery Monitor Transaction (VL10A)
Delivery Monitor Transaction (VL10A)

Enter the relevant Shipping Point, Delivery Creation Date(s) and Sold-to Party:

SAP Delivery Monitor Initial Screen
SAP Delivery Monitor Initial Screen

Now, the system should show two deliveries required to be delivered on the following dates based on the schedule lines maintained the scheduling agreement:

  • 04th November, 2016 – 1 Quantity
  • 10th November, 2016 – 1 Quantity

Press F8 or to execute the Delivery Due List:

Activities due for Shipping
Activities due for Shipping

Here you can see that the Ship-to Party A7000 has two deliveries that are against the scheduling agreement number 30000053 which we created earlier. These deliveries are due on 4th November, 2016 and 10th November, 2016 respectively.

Schedule Lines in the Scheduling Agreement
Schedule Lines in the Scheduling Agreement

Did you like this tutorial? Have any questions or comments? We would love to hear your feedback in the comments section below. It’d be a big help for us, and hopefully it’s something we can address for you in improvement of our free SAP SD tutorials.

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Page last updated by Cleo Isco on

4 thoughts on “How to Create a Scheduling Agreement in SAP SD”

  1. Well written tutorial. A few suggestions/queries:
    * menu path to VL10A would assist as it’s totally different to other SD tutorial menu paths.
    * a bit more explanation on the delivery due list would help – ie the delivery on the 10th shows as green (which I presume denotes completed) while the one on the 4th denotes amber (which I presume is in progress).
    * how did the line item for the 4th appear in the Scheduling agreement. This part is not clear. Did the system input it?

    1. Thanks for the comments! We will try to add some more details to this tutorial. I’d also highly recommend you to practice in a real SAP system. It really helps to understand how SAP works when you can see system responses to your input.

  2. Hi,
    am studying SD through a consultancy,I was not familiar with the sd concepts even after 3 months of learning, But as I started to refer your forum for most concepts and configuration, I was amazed by the way of your teaching and explaining with examples is just amazing and I refer your forum at most for most of my sd sessions. Good work. Best wishes.

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