--- title: Customizing Scheduling Agreements in SAP S/4HANA Sourcing and Procurement description: Learn how to customize scheduling agreements with SAP S/4HANA the traditional way in this blog post on SAP S/4HANA Sourcing and Procurement. image: https://blog.sap-press.com/hubfs/Customizing%20Scheduling%20Agreements%20in%20SAP%20S4HANA%20Sourcing%20and%20Procurement.png --- [![rheinwerk-sappress-logo-header-1](https://blog.sap-press.com/hubfs/rheinwerk-sappress-logo-header-1.svg)](https://blog.sap-press.com/) [Blog](https://blog.sap-press.com) - Books - Get an overview of our books and courses on every relevant SAP topic. - [Programming](https://sap-press.com/programming/) - [Administration](https://sap-press.com/administration/) - [BI](https://sap-press.com/business-intelligence/) - [Finance](https://sap-press.com/finance-controlling/) - [Logistics](https://sap-press.com/logistics/) - [HR](https://sap-press.com/human-resources/) - [CRM & Sales](https://sap-press.com/marketing-sales/) - [HANA](https://sap-press.com/hana/) - [Introductions](https://sap-press.com/introductions/) - [E-Bites](https://sap-press.com/e-bites/) - [Certification Guides](https://www.sap-press.com/certification-guides/) - [Rheinwerk Courses](https://www.sap-press.com/online-courses/) - Book Subscription - Get unlimited access to all SAP PRESS books! - [SAP PRESS Subscription](https://sap-press.com/subscriptions/) [Logistics](https://blog.sap-press.com/tag/logistics) # Customizing Scheduling Agreements in SAP S/4HANA Sourcing and Procurement ![SAP PRESS](https://blog.sap-press.com/hubfs/Twitter_profile_pic.svg) by [SAP PRESS](https://blog.sap-press.com/author/sap-press) With [SAP S/4HANA Logistics](https://learning.sap-press.com/sap-s4hana-logistics)' Sourcing and Procurement LoB, it’s possible to take advantage of the SAP Best Practices activation approach for customizing scheduling agreements. However, if you use the traditional customizing approach, this blog post can help.   ## Define Document Types Scheduling agreements are defined and managed as documents in the system. It’s possible to group these documents under different document types based on business requirements. First, you need to define document types and their attributes in customizing.   The tables below provide the SAP-standard settings; it’s possible to define additional scheduling agreement document types depending on business requirements, via **IMG (SPRO)** > [**Materials Management**](https://learning.sap-press.com/materials-management)> **Purchasing** > **Scheduling Agreement** > **Define Document Types**.   ![Table 8.3 2](https://blog.sap-press.com/hs-fs/hubfs/Table%208.3%202.jpg?width=1290&name=Table%208.3%202.jpg)   New number ranges may also be defined and used as required. This step generally is required if new document types are defined in the previous step. The menu path for creating number ranges is **IMG (SPRO)** > **Materials Management** > **Purchasing** > **Scheduling Agreement** > **Define Number Ranges**.   ## Allowed Item Categories After defining the document types for scheduling agreements, select the line for the **Doc Type** and double-click **Allowed Item Categories**. On the **Admissible Item Categories for Document Type** screen, maintain the item category as listed in the next table. These item categories can be configured depending on business requirements. This configuration determines what item categories can be selected for a given document type by the user while creating the scheduling agreement.   ![Table 8.4](https://blog.sap-press.com/hs-fs/hubfs/Table%208.4.jpg?width=1310&name=Table%208.4.jpg)   Now, select the line for each **Item Category** and double-click **Link purchase requisition- document type**. On the **Change View “Link purchase requisition-document type”: Overview** screen, define the allowed follow on documents.   ## Maintain Release Creation Profile A *release creation profile* is used to determine the period in which releases (types of delivery schedule) are generated against a scheduling agreement and transmitted to the vendor. This also controls the creation periodicity of the releases; the aggregation of scheduled quantities, starting from the day after release creation; and the implementation of a tolerance check.   In this step, a release creation profile is maintained for scheduling agreements with a release document. This profile determines the release creation strategy and how backlog and immediate requirements are considered in the release creation. To maintain the release creation profile, navigate to **IMG (SPRO)** > **Materials Management** > **Purchasing** > **Scheduling Agreement** > **Maintain Release Creation Profile for SA with Release Document**.   The following criteria also can be set up in the profile: - **Aggregation and release horizon**: If and how delivery schedules are to be aggregated with the release creation - **Release creation periodicity**: The frequency with which SA releases are generated - **Tolerance profile**: For releases that need to be generated because of changed delivery schedules, a tolerance check is carried out - **Last goods receipts**: If and how last inbound deliveries and goods receipts are determined and outputted during the release creation - **Internet release**: If, during the release creation, Internet releases are to be generated - **Printing with smart forms**: Which additional information in SA releases is outputted if you use the print form ISAUTO\_ESCR\_FRC\_JIT, based on smart forms - **Criteria for dynamic stopping**: On the basis of which criteria SA releases are subject to dynamic stopping ## Conclusion Those working with the traditional approach to customizing scheduling agreements in SAP know that defining types and categories, as well as maintaining release creation profiles, can be a struggle if you don’t know what you’re doing. The information above should prove useful as a refresher to those working in sourcing and introduction to those getting their start with SAP.   [Dive into logistics SAP S/4HANA with this learning journey.](https://learning.sap-press.com/learning-journey/sap-fico)   Editor’s note: This post has been adapted from a section of the book *[Sourcing and Procurement with SAP S/4HANA](https://www.sap-press.com/sourcing-and-procurement-with-sap-s4hana_5773/?utm_source=sappressblog&utm_medium=referral&utm_campaign=Blogs&utm_term=2484_chapter8&utm_content=2484)* by [Justin Ashlock](https://www.linkedin.com/in/justin-ashlock-896a21/). Justin has worked for SAP America for approaching two decades, initially serving as the lead consultant for hundreds of global SAP customer projects and engagements supporting over $100 billion in procurement and logistics activities worldwide. Over the last decade, Justin has managed several procurement consulting delivery groups for SAP. He currently serves as a vice president of procurement services delivery within SAP’s Adoption Services organization. Justin holds a bachelor’s degree from the University of California, Berkeley, and a master’s degree in business administration from the University of Notre Dame.   This post was originally published 2/2020 and updated 12/2023. ## Recommendation [![2484-4-1](https://blog.sap-press.com/hs-fs/hubfs/social-suggested-images/2484-4-1.jpg?width=170&name=2484-4-1.jpg)](https://www.sap-press.com/sourcing-and-procurement-with-sap-s4hana_5773/?utm_source=sappressblog&utm_medium=referral&utm_campaign=Blogs&utm_term=2484_chapter8&utm_content=2484) **Sourcing and Procurement with SAP S/4HANA** Get all the essential details to set up and use SAP S/4HANA for sourcing and procurement! Follow step-by-step instructions to configure your system for operational and direct procurement, inventory management, contracts, product sourcing, and invoices. Learn how SAP S/4HANA integrates with SAP Signavio, SAP Ariba, SAP Fieldglass, and more. Then, expertly run your system after go-live—see how to get the most out of your new analytics features and customize your UI. Explore the future of sourcing and procurement! [Learn More](https://www.sap-press.com/sourcing-and-procurement-with-sap-s4hana_5773/?utm_source=sappressblog&utm_medium=referral&utm_campaign=Blogs&utm_term=2484_chapter8&utm_content=2484) ![SAP PRESS](https://blog.sap-press.com/hubfs/Twitter_profile_pic.svg) **by [SAP PRESS](https://blog.sap-press.com/author/sap-press)** SAP PRESS is the world's leading SAP publisher, with books on ABAP, SAP S/4HANA, SAP IBP, intelligent technologies, SAP Business Technology Platform, and more! [Logistics](https://blog.sap-press.com/tag/logistics) [![Share on facebook](https://7528309.fs1.hubspotusercontent-na1.net/hub/7528309/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/facebook-color.png?width=24&name=facebook-color.png)](https://www.facebook.com/share.php?u=https%3A%2F%2Fblog.sap-press.com%2Fcustomizing-scheduling-agreements-in-sap-s%2F4hana-sourcing-and-procurement%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on linkedin](https://7528302.fs1.hubspotusercontent-na1.net/hub/7528302/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/linkedin-color.png?width=24&name=linkedin-color.png)](https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fblog.sap-press.com%2Fcustomizing-scheduling-agreements-in-sap-s%2F4hana-sourcing-and-procurement%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on twitter](https://7528304.fs1.hubspotusercontent-na1.net/hub/7528304/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/twitter-color.png?width=24&name=twitter-color.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fblog.sap-press.com%2Fcustomizing-scheduling-agreements-in-sap-s%2F4hana-sourcing-and-procurement%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fblog.sap-press.com%2Fcustomizing-scheduling-agreements-in-sap-s%2F4hana-sourcing-and-procurement%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=) [![Share on email](https://7528311.fs1.hubspotusercontent-na1.net/hub/7528311/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/email-color.png?width=24&name=email-color.png)](mailto:?subject=Check+out+https%3A%2F%2Fblog.sap-press.com%2Fcustomizing-scheduling-agreements-in-sap-s%2F4hana-sourcing-and-procurement%3Futm_medium%3Dsocial%26utm_source%3Demail&body=Check+out+https%3A%2F%2Fblog.sap-press.com%2Fcustomizing-scheduling-agreements-in-sap-s%2F4hana-sourcing-and-procurement%3Futm_medium%3Dsocial%26utm_source%3Demail) ### Comments ### Latest Blog Posts [![How to Configure Contracts in SAP S/4HANA Sourcing and Procurement](https://blog.sap-press.com/hs-fs/hubfs/How%20to%20Configure%20Contracts%20in%20SAP%20S4HANA%20Sourcing%20and%20Procurement.png?height=600&name=How%20to%20Configure%20Contracts%20in%20SAP%20S4HANA%20Sourcing%20and%20Procurement.png)](https://blog.sap-press.com/how-to-configure-contracts-in-sap-s4hana-sourcing-and-procurement) [Logistics](https://blog.sap-press.com/tag/logistics) ## [How to Configure Contracts in SAP S/4HANA Sourcing and Procurement](https://blog.sap-press.com/how-to-configure-contracts-in-sap-s4hana-sourcing-and-procurement) [Read More](https://blog.sap-press.com/how-to-configure-contracts-in-sap-s4hana-sourcing-and-procurement) [![Subcontracting in SAP S/4HANA Sourcing and Procurement](https://blog.sap-press.com/hs-fs/hubfs/Subcontracting%20within%20Sourcing%20and%20Procurement%20in%20SAP%20S4HANA.png?height=600&name=Subcontracting%20within%20Sourcing%20and%20Procurement%20in%20SAP%20S4HANA.png)](https://blog.sap-press.com/subcontracting-within-sourcing-procurement-in-sap-s/4hana-what-is-it-and-how-to-upgrade) [Logistics](https://blog.sap-press.com/tag/logistics) ## [Subcontracting in SAP S/4HANA Sourcing and Procurement](https://blog.sap-press.com/subcontracting-within-sourcing-procurement-in-sap-s/4hana-what-is-it-and-how-to-upgrade) [Read More](https://blog.sap-press.com/subcontracting-within-sourcing-procurement-in-sap-s/4hana-what-is-it-and-how-to-upgrade) **Subscribe to our blog!**Get notified about future blog updates. - - - - - ### The official SAP PRESS Blog As the world’s leading SAP publisher, SAP PRESS’ goal is to create resources that will help you accelerate your SAP journey. The SAP PRESS Blog is designed to provide helpful, actionable information on a variety of SAP topics, from SAP ERP to SAP S/4HANA. Explore ABAP, FICO, SAP HANA, and more! ### SAP Blog Topics - [All Topics](https://blog.sap-press.com) - [Logistics](https://blog.sap-press.com/tag/logistics) - [Programming](https://blog.sap-press.com/tag/programming) - [FICO](https://blog.sap-press.com/tag/fico) - [Administration](https://blog.sap-press.com/tag/administration) - [Business Intelligence](https://blog.sap-press.com/tag/business-intelligence) - [What Is?](https://blog.sap-press.com/tag/what-is) - [Featured](https://blog.sap-press.com/tag/featured) - [CRM & Sales](https://blog.sap-press.com/tag/crm-sales) - [Video](https://blog.sap-press.com/tag/video) - [Human Resources](https://blog.sap-press.com/tag/human-resources) ### Blog curated by [![Rheinwerk Publishing & SAP PRESS Logo](https://blog.sap-press.com/hubfs/rheinwerk-sappress-logo-header-1.svg)](https://sap-press.com) [Visit the SAP PRESS Store](https://sap-press.com) ### About - [Home](https://sap-press.com/) - [About Us](https://sap-press.com/the-publisher/) - [Contact](mailto:info@rheinwerk-publishing.com) - [Legal Notes](https://sap-press.com/legal-notes/) - [Privacy Policy](https://sap-press.com/privacy/) - [Terms of Use](https://sap-press.com/terms/) - [Guest Posting](https://blog.sap-press.com/guest-posting) © 2026 Rheinwerk Publishing, Inc. | Change Privacy Options ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "SAP PRESS", "url" : "https://blog.sap-press.com/author/sap-press" }, "dateModified" : "2026-08-24T18:03:30.962Z", "datePublished" : "2020-02-03T14:00:00.000Z", "headline" : "Customizing Scheduling Agreements in SAP S/4HANA Sourcing and Procurement", "image" : [ "https://blog.sap-press.com/hubfs/Customizing%20Scheduling%20Agreements%20in%20SAP%20S4HANA%20Sourcing%20and%20Procurement.png" ], "mainEntityOfPage" : { "@id" : "https://blog.sap-press.com/customizing-scheduling-agreements-in-sap-s/4hana-sourcing-and-procurement", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.sap-press.com/hubfs/Logo-1.jpg" }, "name" : "Rheinwerk Publishing, Inc." } } ```