Scheduling Agreement Collaboration
Scheduling Agreement Collaboration allows you to receive and collaborate on long-term agreements from your customers.
This capability provides you with greater visibility into your customer's long-term demand, enabling you to better plan your production and material needs. It centralizes all communication regarding delivery schedules, reducing the need for manual follow-ups via email or phone.
Accessing Scheduling Agreements
Customers can send scheduling agreements directly to you through the CSP. You can find all of your scheduling agreements by navigating to the new Agreements tab on your main menu. This page displays a list of all agreements sent to you, along with their current status.
Understanding the Delivery Schedule
Within each scheduling agreement, you will find one or more line items. When you expand a line item, you can see the Delivery Schedule, which contains the individual delivery requests from your customer.
| Status | Description |
|---|---|
| Pending Confirmation | This is a new schedule line that requires a response from you. |
| Pending Buyer Review | You have declined or proposed a change to this line, and it is now awaiting your customer's approval. |
| Re-confirmation | Your customer has rejected a change you proposed. The line has been returned to you to provide a new response. |
| Confirmed | The schedule line has been accepted by both you and your customer and is considered a firm commitment. |
| Cancelled | The schedule line has been officially cancelled by your customer. |
| Commitment Level | Your Available Actions |
|---|---|
| Firm | This is a binding commitment. You cannot propose changes or decline schedule lines in this zone. |
| Trade-Off | You can propose changes to the delivery date and quantity for your customer to review. |
| Forecast | This is for planning purposes. You can also propose changes to the date and quantity. |
Responding to Delivery Schedules
For each delivery schedule line that is not in the "Firm" zone, you can communicate your ability to fulfill the request.
To respond to a schedule line:
From the Agreements tab, select the scheduling agreement you want to review.
Expand the line item to view the Delivery Schedule section.
Locate the schedule line with the status Pending Confirmation.
In the Actions column for that line, choose one of the following options:
Accept: Click the checkmark icon to confirm that you will fulfill the delivery as requested. The status will update to "Confirmed" once processed.
Propose Change: Click the pencil icon to suggest a new Proposed Delivery Date or Proposed Quantity. You must also select a reason and add a comment for your customer. The status will change to Pending Buyer Review.
Decline: Click the "X" icon to reject the schedule line. You will be required to provide a reason for the rejection. The status will change to Pending Buyer Review.
After you submit your response, your customer is notified and will review your action.