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.

Access Scheduling Agreements

Customers can send scheduling agreements directly to you through the CSP. Locate and open your active scheduling agreements to review the delivery demands.
  1. On the main navigation menu, select the Agreements tab.
  2. Locate your target scheduling agreement from the dashboard list.

    You can use the built-in search bar or apply filters, such as customer, status, or date range, to quickly find specific agreements.

  3. Select the agreement link to open the details view.
The scheduling agreement detail page opens with the agreement details and a list of line items with their associated delivery schedules.

Understanding Delivery Schedules

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.

Table 1. Delivery Schedule States
StatusDescription
Pending ConfirmationThis is a new schedule line that requires a response from you.
Pending Buyer ReviewYou have declined or proposed a change to this line, and it is now awaiting your customer's approval.
Re-confirmationYour customer has rejected a change you proposed. The line has been returned to you to provide a new response.
ConfirmedThe schedule line has been accepted by both you and your customer and is considered a firm commitment.
CancelledThe schedule line has been officially cancelled by your customer.
Table 2. Commitment Levels (Zones)
Commitment LevelYour Available Actions
FirmThis is a binding commitment. You cannot propose changes or decline schedule lines in this zone.
Trade-OffYou can propose changes to the delivery date and quantity for your customer to review.
ForecastThis is for planning purposes. You can also propose changes to the date and quantity.

Respond to Delivery Schedules

Submit responses to pending delivery schedule lines to accept, propose changes to, or decline your customer's requests.

Before responding to a schedule line, verify that:

  • The target delivery line is not in the Firm commitment zone.
  • The line is in the Pending Confirmation state.
  1. In the expanded Delivery Schedule table, locate the line you want to respond to.
  2. In the Actions column, select the option that matches your response:

    • To accept the request as-is:

      1. Select the Accept (checkmark) icon.

    • To propose modifications:

      1. Select the Propose Change (pencil) icon.
      2. In the fields provided, enter a Proposed Delivery Date or a Proposed Quantity.
      3. Select a valid change reason from the drop-down list and type a supporting comment.

    • To reject the request:

      1. Click the Decline (X) icon.
      2. Select a rejection reason from the drop-down list.
  3. Click Submit to finalize your response.

Your response is processed, and the line status updates immediately, for example, to Confirmed or Pending Buyer Review. The customer is notified of your submission.