SCM671_Availability Check

SCM671 Availability Check in SAP ERP SAP ERP - Sales and Services

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Participant Handbook Course Version: 92 Course Duration: 3 Days Material Number: 50094044

An SAP course - use it to learn, reference it for work

Copyright Copyright © 2009 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

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About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

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Contents Course Overview ......................................................... vii Course Goals ...........................................................vii Course Objectives .....................................................vii

Unit 1: Availability Check Based on ATP Quantity ................. 1 ATP Check Using the Example of Sales and Distribution .........3 ATP Check in Manufacturing .......................................103 ATP Check in Materials Management.............................132

Unit 2: Availability Check Against Product Allocations ....... 165 Availability Check Against Product Allocations ..................166

Unit 3: Availability Check Against Planned Independent Requirements ............................................................ 189 Availability Check Against Planning in Sales and Distribution Processing ........................................................190

Unit 4: Backorder Processing and Rescheduling ............... 221 Backorder Processing and Rescheduling ........................222

Unit 5: Appendix ........................................................ 247 Appendix ..............................................................248

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Course Overview Target Audience This course is intended for the following audiences: •

Project team members and consultants who configure the availability check in the logistics process as part of an SAP ECC implementation.

Course Prerequisites Required Knowledge • • •

SCM600 – Processes in Sales and Distribution SCM500 – Business Processes in Procurement SCM300 – Production Overview

Recommended Knowledge •

None

Course Goals This course will prepare you to: • • • •

Understand the basic concept of the availability check Understand the integration and interaction of the availability check with materials planning and planning Recognize the application areas of the availability check Apply the various methods of the availability check to meet specific goals

Course Objectives After completing this course, you will be able to: • • • •

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Understand the basic concept of the availability check Understand the integration and interaction of the availability check with materials planning and planning Decide between using the ATP check, the product allocation, and the check against planned independent requirements Configure the availability check in Sales and Distribution and analyze the results of the check

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Course Overview

• • •

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Configure the availability check in production and analyze the results of the check Configure the availability check in Materials Management and analyze the results of the check Process backorders

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Unit 1 Availability Check Based on ATP Quantity Unit Overview This lesson covers the availability check based on the ATP quantity. In real-life scenarios, this is the method most commonly used. The first lesson of this unit introduces the concept, configuration, and interpretation of the ATP check in detail, using the sales application as an example. The following two lessons provide an overview of how the ATP check can be used in the areas of planning and manufacturing to ensure that components are available. You will also learn in greater detail how the ATP check can be used with reservations, stock postings, and stock transfer orders in the “Materials Management” application.

Unit Objectives After completing this unit, you will be able to: • • • • • • • • • • •

Understand the concept of the ATP check Explain the fundamentals of the ATP check Activate the ATP check in Sales and Distribution Explain the specific aspects of the ATP check in Sales and Distribution Configure the Customizing settings for the ATP check Interpret the results of the ATP check in Sales and Distribution Explain how the availability check for material components is carried out and controlled on the basis of the ATP quantity Interpret the results of the availability check Check availability based on the ATP quantity for stock transport requisitions, stock transport orders, and replenishment deliveries Check availability on the basis of the ATP quantity for material reservations and stock postings Interpret the results of the availability check

Unit Contents Lesson: ATP Check Using the Example of Sales and Distribution ..........3

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Exercise 1: ATP Check in Order and Delivery ........................... 35 Exercise 2: Activating and Selecting the Check Method ............... 51 Exercise 3: Controlling the ATP Check ................................... 65 Exercise 4: Shortage Check ............................................... 89 Lesson: ATP Check in Manufacturing........................................103 Exercise 5: ATP Check in Manufacturing ...............................109 Lesson: ATP Check in Materials Management .............................132 Exercise 6: ATP Check in Materials Management .....................139

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Lesson: ATP Check Using the Example of Sales and Distribution

Lesson: ATP Check Using the Example of Sales and Distribution Lesson Overview In this lesson, you will learn about the ATP check together with the sales order and outbound delivery in more detail. It discusses the concept of the ATP check along with how to interpret the results and configure the Customizing settings.

Lesson Objectives After completing this lesson, you will be able to: • • • • • •

Understand the concept of the ATP check Explain the fundamentals of the ATP check Activate the ATP check in Sales and Distribution Explain the specific aspects of the ATP check in Sales and Distribution Configure the Customizing settings for the ATP check Interpret the results of the ATP check in Sales and Distribution

Business Example When you create a sales order, you can confirm delivery of the goods on the requested delivery date only if they are available for all processing activities before the delivery is issued. So that you can reliably confirm a delivery, availability has to be checked on the basis of the ATP quantity as part of order processing and generating the outbound delivery.

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Concept of the ATP Check

Figure 1: Concept of the ATP Check

The ATP availability check is a function that can be executed for: sales documents, outbound deliveries, planned orders, production orders, service orders, stock transport requisitions, stock transport orders, stock transport scheduling agreements, subcontracting items for purchase orders, reservations, and stock postings. The ATP check informs the user whether all required materials are available for sales or shipping, production, and goods movements. At the same time, it prevents the required material from being displayed as available for other requirements. The aim is to provide reliable delivery confirmations, in other words, to confirm materials, quantities, and dates for the customer (both internal and external customers). The basic concept of the check based on the ATP quantity is summarized as follows: Incoming requirements (for example, customer requirements or component requirements in manufacturing) are checked against the “cumulated ATP quantity” for the requirement date. If the cumulated ATP quantity for the requirement date is sufficient, the requirement can be confirmed. At the same time, the requirement reduces the cumulated ATP quantity. The quantity is therefore “reserved” for the requirement and is not available for other requirements. You can use the Customizing settings to specify the stocks and stock changes that are taken into account when the ATP quantity is calculated and availability checked.

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Interpreting the Results of the ATP Check

Figure 2: Availability Check

If the availability check for the order is successful, the system confirms the required material and quantity for the required date. In this case, the user does not notice the availability check. The result is a confirmed schedule line in the sales order. If the availability check is unsuccessful, the system response is dependent on the Customizing settings. The system can branch to the Availability Control screen or automatically select the delivery proposal specified in the Customizing settings for Availability Check Default Values. On the Availability Control screen, the system informs the user of the quantities that can be confirmed as required and those that cannot be confirmed as required, and if possible, proposes an alternative delivery. Note: Fix Quantity/Date: If the customer or order processor accepts the delivery date and quantity proposed and confirmed by the system, this quantity and date can be fixed. The system then transfers the requirement to materials planning so that the confirmed date and quantity can be met. The date and quantity originally required are not forwarded to materials planning. If you do not select the Fix Qty/Date field, the delivery date and confirmed quantity are not fixed. If materials can be either produced or procured more quickly, you may be able to deliver the materials closer to the required delivery date, that is, earlier than the date confirmed by the system. However, the delivery quantity and date may also be negatively affected.

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Figure 3: Default Values in Customizing

In the Avail. Check Rule field, you can activate or deactivate the Availability Control screen for sales document processing. If the screen is deactivated, the end user cannot manually select a delivery proposal if the availability check is insufficient. Therefore, Customizing settings must be configured to specify how the system is to respond. Is the system to select one-time delivery, complete delivery, or delivery proposal automatically in the background? If the Availability Control screen is active, you still have to define how the system responds if the availability check is insufficient for functions that run in the background and that check availability (for example, rescheduling). You can also control whether the Fix Qty/Date parameter on the Availability Control screen is selected by default.

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Figure 4: Order Schedule Lines

The result of the availability check is documented in the order schedule lines. In the sales documents, the required material, quantity, and date are entered at item level. For each item, there is at least one schedule line that the system generates automatically. If the required quantity and date can be confirmed on the basis of the availability check and shipping and transportation scheduling, this is documented in the system by a confirmed schedule line for the order item. If the required quantity and date cannot be confirmed, and the availability check does not return a delivery proposal, an unconfirmed schedule line may exist in extreme cases. Unconfirmed schedule lines cannot be delivered. This kind of situation therefore requires immediate backorder processing. In situations in which the required quantity cannot be confirmed for the required date, the system usually generates delivery proposals based on the forecasted ATP quantities, and these proposals are then documented as additional schedule lines for the order item.

Figure 5: Affect of Partial Delivery Arrangements on the ATP Check Result

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You can set the complete delivery indicator in the sold-to party master record, and this is then transferred to the document header of the sales document. It specifies that a document and all of its items must be delivered in full. The partial delivery indicator for the document items can be proposed from the sold-to party master record or the customer material info record. 1. The information in the customer material info record takes precedence. It refers to the full or split delivery of several schedule lines for an item. The following partial delivery agreements are possible at item level: •

_ Partial delivery allowed

•

A Create a delivery with qty greater than zero

•

B Create only one delivery (also with quantity = 0)

•

C Only complete delivery allowed

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D No limit to subsequent deliveries

The complete delivery at header level and partial delivery at item level indicators can be changed manually when you process sales documents.

Figure 6: Analyses for the Availability Check

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Declarations about the availability situation can be made only on the basis of the ATP quantity. Transaction CO09 “Availability Overview” can be used for this. The stock/requirements list (transaction MD04) and the stock overview (transaction MMBE) cannot be used for declarations about availability. If they are used, the availability situation is often misinterpreted.

Figure 7: Digression: Material View and Enhanced Material Search

In Customizing, you can activate the material view or the material view and enhanced material search for the sales order application. Using the material view function, you can display detailed material data without having to access the material master directly. In the material view for material of one or more sales document items, you can display the ATP quantity based on the current date across several plants. You access the material view screen by selecting one or more sales order items and choosing the icon with the quick info Display Material View. You can specify the plants to be evaluated (the “associated plants”) for the plant of the order item. The possible selection of plants ranges from the selection of only the delivery plant of the order item to all plants that are assigned to the sales organization of the order or all plants that are assigned to the company code of the operation. You can also analyze all plants in a region or “all” plants for which the material is maintained. Using the transaction WSD_CBP “Display Close-By Plant Assignments,” you can also freely specify the plants that are to be analyzed in the material view in conjunction with the availability check. The concept of the extended material search is to enable you to find materials quickly and efficiently. The extended material search can therefore be used as an alternative to the F4 material search in the sales documents. Along with other search criteria, you can perform a “free-text search” and a material search with

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key words. In the search result of the extended material search, the ATP quantity can be displayed across plants for each material. To select plants to be analyzed, the same options as for the material view are available. A traffic light immediately informs you whether the material has been created in the respective plant and whether it is available in that plant. In the result of the extended material search, you can enter the required order quantity for a valid combination of material and plant (material is maintained in the plant), and the required materials can then be transferred to the order as order items.

Using the ATP Check in Sales and Distribution

Figure 8: Using the ATP Check in the Sales Process

In the sales process within the SAP system, the availability check can be used in all sales documents that have the “schedule line” level. It can also be used in outbound deliveries. Once availability has been checked in the initial sales document, a new check may be useful at the time the delivery is created since the ATP situation may have changed in the meantime.

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Figure 9: Activating the Availability Check

So that the availability check is carried out as part of document processing for sales and outbound deliveries, this function must be “activated.” If necessary, the availability check can be activated only for specific materials or material groups, or for selected operations. Whether the material or operation is relevant for the check depends on the various Customizing objects and parameters, as well as the corresponding fields in the material master record. The following objects may be relevant: requirement class, schedule line category, delivery item category, checking group, strategy, requirement type, MRP group, strategy group, and MRP type.

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Figure 10: Deciding on the Check Method

Once you have decided whether availability has to be checked, you also have to decide which check method to use.

Figure 11: Activating and Selecting the Check Method

If an ATP check is expressly intended, it is essential that the availability check is activated in the method at the level of the requirement class. For sales documents, the availability check must also be active in the relevant schedule line categories; for outbound delivery documents, it must be active in the relevant delivery item categories. If an availability check is not intended at the level of the requirement

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class, it cannot be activated at schedule line or item level. However: If the availability check is active at the level of requirement classes, it can still be deactivated at schedule line or delivery item level. In addition, the ATP check can be activated and deactivated using the checking group. The checking group is defined in the material master and groups materials in terms of the requirements transfer and the ATP check. Consequently, there is an additional option of activating and deactivating the ATP check in relation to the material.

Figure 12: Determining the Requirement Class in Relation to the Material

Whether an availability check is carried out may be dependent on the material or operation. You can define this using the requirement class. Determining the requirement class using the material: •

• •

First, an attempt is made to determine a strategy using the strategy group from the material master. If the strategy group is not maintained, the MRP group is used to determine it. If the MRP group is not defined, the system uses the material type instead of the MRP group to determine the strategy group (the material type has to be maintained as the MRP group). A requirement type for customer requirements is determined using the strategy. The requirement class is determined using the requirement type for the customer requirement.

The availability check for the requirement class is then activated in the required method.

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Figure 13: Determining the Requirement Class in Relation to the Operation

Determining the requirement class using the operation: •

•

If a requirement class cannot be determined using the material, the system attempts to determine a requirement type or class using the item category (document) and the MRP type (material master). If this is not possible, the system attempts to determine a requirement type or class using only the item category.

If all of the attempts to determine a requirement class fail or if the availability check is deactivated for the requirement class determined, the operation is not relevant for the availability check. Note: The Source field can be used to choose an alternative search strategy. You also have the option to prioritize the determination of the requirement type/class using transactions.

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Figure 14: Automatically Determining the Schedule Line Category

If an ATP check is to be carried out in the sales document, it must be active in the relevant schedule line categories. The system uses two steps to automatically determine the schedule line category to control the order schedule lines: First, it tries to determine the schedule line category using the key combination of item category and MRP type. If a schedule line category is not found, the system then finds the schedule line category using only the item category. In each case, automatically determining the schedule line category is therefore based on the order item category that was previously determined. This is determined on the basis of the following criteria: • • • •

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1. Order type of the document 2. Item category group from the material master record 3. Use of the item that is implemented within the program for specific business transactions and functions 4. Item category of a higher-level item (in the case of a subitem)

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Figure 15: Determining the Delivery Item Category

In Customizing for the delivery item category, you can deactivate the availability check for delivery items. The item category of a delivery item is determined as follows: When you copy an order item to a delivery, the system copies the key of the order item category to the delivery item. The system cannot copy an (order) item category for order-independent items in the delivery (for example, packaging material in the delivery) or for a delivery without a reference to an order (for example, delivery type LO). In this case, the system determines an item category for the delivery according to the assignments specified in Customizing. Determining the item category in the delivery is very similar to determining the item category in the order. To determine the item category, the system takes into account the delivery type as well as the item category group (from the material master of the item). Additional use is set internally for some functions.

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Controlling the ATP Check

Figure 16: Check Logic

The basic check logic of the ATP check is hard-coded and cannot be changed in Customizing. The ATP check is successful if a sufficient, cumulated ATP quantity is available on the material availability date. You can display the stock, receipt, and requirement information necessary to calculate the ATP quantity, as well as the relevant points in time, in a time series. Programming dictates that the system always attempts to fulfill requirements with the most recent receipt. On the basis of this logic, along with the stock, receipt, and requirements information, and your time points, the system calculates and displays the cumulated ATP quantity from today to a given point in the future. To consolidate your understanding of the ATP check, here is a summary of the most important points: • • • • • • •

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The ATP check is successful if a sufficient (cumulated) ATP quantity is available on the material availability date. The scope of the ATP quantity is defined individually for each company based on the operation or product (scope of check). The basic check level is at plant or storage location level. The check can be carried out regardless of whether the replenishment lead time is used. The ATP check in SAP ECC is accurate to the day. Issues always try to consume the most recent receipt first. When the check is carried out, cumulated requirements and confirmed quantities can be taken into account.

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Figure 17: Controlling the ATP Check

The type and scope of the ATP check is defined in Customizing for “Availability Control”. This defines the ATP quantity calculation and the level of the check, and determines whether the ATP check is carried out with or without the replenishment lead time.

Figure 18: Selecting Check Control

The “availability control”, that is, the type and scope of the ATP check, can again depend on the material, the material group, and the operation. The checking group is one feature of determining the “availability check control.” For the ATP check,

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materials are grouped using the checking group, whereby a specific checking group is assigned to the required materials in the material master. New checking groups can be defined in Customizing if necessary. The second feature for determining the “availability check control” is the checking rule. This is used to distinguish operations in terms of the ATP check. The assignment of document type and checking rule is hard-coded in the “Sales and Distribution” application. In general, checking rule A is assigned to the sales document and checking rule B is assigned to the delivery document. However, company-specific requirements can be modeled in the “Sales and Distribution” application using the user exit RV03VFZZ.

ATP Quantity The basic concept of the check based on the ATP quantity is summarized as follows: The requirement date of incoming requirements (for example, customer requirements or component requirements in manufacturing) is checked against the cumulated ATP quantity. If the ATP quantity for the requirement date is available, the requirement can be confirmed. At the same time, a confirmed requirement reduces the cumulated ATP quantity. The quantity is therefore “reserved” for the requirement and is not available for other requirements. The stocks and stock changes that are taken into account when the ATP quantity is calculated and the availability is checked depend on the scope of the check. The document processor can display the check scope of a document when processing the document. This is defined in Customizing

Figure 19: Defining the Scope of Check

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In the “availability check control,” you also define the scope of the check. That is, you specify which stock segments, planned requirements, and planned receipt elements are included in the ATP quantity calculation. The following elements can be included in the availability check: • •

Stocks: unrestricted-use stock, safety stock, stock in transfer, stock in quality inspection, and blocked stock. Receipts/issues: purchase orders, purchase requisitions, planned orders, production orders, reservations, dependent reservations, dependent requirements, sales requirements, and delivery requirements.

Receipts in the past: If planned receipts are included in the ATP quantity calculation, the following situations may arise. At present, there may be planned receipts that were expected in the past. These receipt elements should already have been added to stock. However, they are still planned receipts with a planned receipt date in the past. In Customizing for the “availability check control,” you can now decide whether this receipt element is to be included in the ATP quantity calculation. In either case, you can activate an additional warning message for the user. For operations that generate special stocks (such as make-to-order production, consignment processing, or returnable packaging processing), availability is checked against the special stock using the specified scope of check in conjunction with the respective special stock indicator from the requirement class. Since various, operation-based scopes of check can be defined, they must be consistent along the process chain. If, for example, the checking rules dictate that the availability check in sales documents is to include both sales and delivery requirements, but that the availability check in deliveries is to include delivery requirements only, there is a danger that quantities already “reserved” by sales documents may be displayed as available for the availability check of deliveries. As a result, there may be a backlog of sales documents in some cases. Note: In SAP SCM APO, the scope of the product availability check can be defined in much greater detail using ATP categories.

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Check Level of the ATP Check

Figure 20: Where Is ATP Checked?

Availability for sales documents and deliveries is generally checked at plant and storage location level. If the material is handled in batches, an additional check is carried out at batch level. However, you can configure the Customizing settings to deactivate the check at storage location level. In sales documents, availability is checked in the plant of the order item. The plant is usually determined automatically (location determination) based on the master data. Any master data in which the delivery plant can be defined is accessed in the following sequence: •

1. Customer-material info record (detailed view)

•

2. Customer master record of the goods recipient (Sales Data: Shipping tab page)

•

3. Material master record (Sales: Sales Org. 1 tab page)

If you enter the delivery plant manually during order processing, your entry will overwrite the default value for location determination. Caution: Availability for a sales document item is checked in the delivery plant of the item; if a storage location is defined in the order item and the storage location check is active, the check is carried out in this storage location only. An automatic, cross-plant availability check is not

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available in SAP ERP. However, the Other Plant option on the availability control screen of the order allows you to manually include multiple plants in the availability check, not only the delivery plant of the item. Note: Besides determining locations in the ECC system based purely on master data as described above, you can also use the SCM APO system to determine locations and check availability based on rules (for more information, see course SCM 670 Global Available-to-Promise). This allows you to check availability automatically and across plants. The storage location is not automatically determined in sales documents. The availability check of sales documents is therefore specific to a storage location only if the storage location is specified with the document item either manually or by configuring the system. Availability for deliveries is checked at the level of the delivery plant or storage location of the delivery item if the check at storage location level is active. The storage location can be and generally is determined automatically in deliveries. Depending on the attributes of the requirement (plant, plant/storage location, plant/batch, plant/storage location/batch), availability is checked at different levels. For example, if a requirement applies only to a plant, it is sufficient to restrict the stocks, receipts, and issues to plant view. However, if the issue refers to a batch or storage location, batch and storage location stocks must be included along with the plant stock. For example, if a batch is specified, the check is carried out on two levels: first against the batch and then against the plant stock. If a batch and a storage location are specified, the check is carried out on four levels: first against the batch storage location, then against the batch, then against the storage location, and finally against the plant stock. Caution: The organizational level with the lowest ATP quantity determines the result of the check. Note: If the storage location is excluded from materials planning or is planned separately, the additional check at plant level is not carried out since this storage location stock is not included in the plant stock. Sales order stocks and project stocks are managed separately in the system and are not included in the plant stock. If material is issued from sales order stock or project stock, the check is carried out for this individual stock only. A two-level check is not carried out.

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Figure 21: Customizing the Check Level

In Customizing for the “availability check control,”, the check at storage location level can be deactivated in the “Storage Location Inspection” area. If the No Stor. Loc. Inspectn indicator is not set, availability is checked at the level of the storage location. This assumes however, that the requirement contains storage location information. If this is not the case, the check is carried out at plant level only. The requirement must always contain plant information. If the No Stor. Loc. Inspectn indicator is set, availability is checked at plant level. This is the case, even if the requirement contains storage location information. Note: If a storage location is excluded from materials planning or is planned separately, the check without storage locations cannot be activated.

Figure 22: Example: Checking at Plant Level

Once the ATP quantity has been checked, the result is as follows: Requirement 1 in the amount of 1,200 pieces can be confirmed in full. To confirm this requirement, 500 pieces are obtained from receipt 1 and the remaining 700 pieces are removed from the plant stock. The plant stock can still provide an ATP quantity of 300 pieces for future requirements.

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Figure 23: Example: Checking at Storage Location Level

The plant stock of 1,000 pieces comprises the stock in storage location 1 in the amount of 800 pieces and the stock in storage location 2 in the amount of 200 pieces. Requirement 2 for 500 pieces is to be removed from storage location 1. At present, this storage location contains 800 pieces. Requirement 2 still cannot be confirmed in full since only 300 pieces of plant stock are available at plant level. Requirement 2 is therefore confirmed in the amount of 300 pieces. If the system confirmed the full requirement quantity of 500 pieces, the availability of confirmed issue 1 (for which the issue storage location is not specified and that removes items from the plant stock) would be compromised since it would be 200 pieces short.

Time of the ATP Check

Figure 24: For which point in time is the ATP check carried out?

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The availability check is based on the material availability date. The availability check in the order presupposes delivery and transportation scheduling. First, the material availability date is calculated (by examining the latest point in time at which the material must be available in the warehouse so that there is sufficient time remaining for the shipping process, and so that the goods can be delivered to the customer on the required delivery date).

Figure 25: Backward Scheduling

For backwards scheduling, the customer’s requested delivery date is used to calculate the material availability date and the transportation lead time. The outbound delivery must be created at the earliest of the two dates (selection date for the outbound delivery). The material must be available on the material availability date since only then can the shipping process begin. If both dates are after the date on which the order was created and the material is available on the material availability date, the customer’s requested delivery date can be confirmed. A schedule line is created for the sales document item. The date of the schedule line displays the confirmed delivery date, which is the same as the customer’s requested delivery date. If one of the two dates is before the order date or if the material is not available on the material availability date, the requested delivery date cannot be confirmed. Therefore, the system attempts to determine the next possible delivery date (forward scheduling).

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Figure 26: Forward Scheduling

If the result of backward scheduling means that the delivery date required by the customer cannot be confirmed, the system generally continues scheduling using forward scheduling. The earliest date on which the material is available in the warehouse is the new material availability date. This is the starting point for new delivery scheduling. Forward scheduling takes into consideration the time parallels of the work flows for transportation planning and picking/packing of materials. The longer of these two periods is relevant for scheduling. The selection date of the outbound delivery is the earlier of the material availability or the transportation planning dates.

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Figure 27: Periodicity of the ATP Check

The ATP check in SAP ECC is accurate to the day. The day begins at 00:00 and ends at 00:00 in the time zone of the plant (local time) in which the ATP check takes place. The exact times (hour, minute, and second) of the planned requirements and planned receipt elements are not taken into account. The relevant elements are cumulated for each day and evaluated at the start of the day. As a result, all receipts are technically available at the start of the day, although they may actually be available only later in the day. Occasionally this leads to shortages. Note: SAP SCM APO can be adjusted to meet the customer’s requirements:

2009

•

Separate definition of receipt and issue buckets (move receipts)

•

Daytime availability check (= several buckets per day)

•

Evaluation logic of the ATP time series (bucket logic: conservative, totally conservative, and progressive)

•

Bucket limits can be managed in UTC or in summer time for the local time zone in the respective location.

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ATP Check Taking into Account the Replenishment Lead Time The replenishment lead time is the time required to order or produce the requested material and to provide it in the company. In the “availability check control,” you specify whether the ATP check is to be carried out with or without the replenishment lead time.

Figure 28: Check Taking into Account the Replenishment Lead Time

ATP Check Including the Replenishment Lead Time Availability is checked only until the end of the replenishment lead time. If the material availability date for the item when calculated from the current date is outside the replenishment lead time, the item can always be confirmed. In this case, the system assumes that any required quantity can be confirmed up to the material availability date and considers the goods to be available. They can therefore be contractually promised to the customer. If the material availability date is within the replenishment lead time, checks are carried out on the basis of the ATP quantity. The requirement is confirmed at the latest at the end of the replenishment lead time. The availability check that uses the replenishment lead time only produces meaningful results if you plan in regular intervals. (For single and daily requirements, you should plan on a daily basis. For weekly requirements, you should plan on a weekly basis). The confirmed quantities are then compared with receipts. This is necessary because the delivery date of an order that was confirmed on the day before the replenishment lead time already lies within the replenishment lead time on the current day, and thus leads to a shortage. This shortage could then prevent the delivery from being created, for example. ATP Check Without the Replenishment Lead Time

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If the replenishment lead time is not taken into account during the availability check, the system carries out an unrestricted availability check. Note: For an explanation of the different results for the end of the replenishment lead time on the Availability Control and Availability Overview screens, see SAP Note 100291.

Figure 29: Calculating the Replenishment Lead Time

The replenishment lead time is the time required to procure or produce the material in full, that is, using all BOM levels. The system calculates the replenishment lead time using specific times that you define in the material master record and in Customizing. Depending on the procurement type, it can be calculated from different time periods. So that the replenishment lead time can be calculated correctly, you must enter the necessary times in the material master record and in Customizing. For materials produced in house, the following options are available. If the Total RLT field (MRP 3 View) is maintained, the time maintained in this field is used for the availability check. If the Total RLT field is not maintained, the system reads the in-house production time (MRP 2 view) and, if available, the goods receipt processing time (MRP 2 view) and interprets the total of these two times as the replenishment lead time for the availability check. For materials procured externally, it is not useful to maintain the Total RLT field. For external procurement, the total of the purchase processing time (Customizing: Materials Management → Purchasing → Purchase Requisition → Processing

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Time), planned delivery time (MRP 2 view), and goods receipt processing time (MRP 2 view) is always interpreted as the replenishment lead time for the availability check. Note: All times are maintained as working days, with the exception of the planned delivery time, which is maintained in calendar days.

Concept of the Shortage Check

Figure 30: Shortage Check

Checking availability without taking into account the cumulated, confirmed quantity or requirement quantity (shortage check) may lead to overconfirmation. Based on the material availability date of the sales order in the past, the system checks whether there are receipt elements with an ATP quantity that is still free. If there is a planned receipt based on the material availability date of the sales order in the past, it is used to confirm the order requirement. If the planned receipt is then postponed to any date after the confirmation date, the sales order confirmation is retained even though there is not enough stock to cover the requirement. This is because changing the receipt does not automatically change the order. A new order created in this situation might also be confirmed because of the postponed receipt and thus lead to an overconfirmation. To correct the overconfirmation, you can execute a planning run, reschedule, or process a backorder. Since these functions require a lot of time, it is possible that orders whose entry dates indicate that they cannot be delivered are actually delivered. The shortage check prevents the scenario described above from occurring since when it is active, the system not only confirms past receipt elements on the basis of the available ATP quantity, but also checks whether the total requirements and

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confirmations exceed the total stock and receipt elements. If confirming a new requirement means that the total number of requirements or confirmations in the system exceeds the stock and receipt elements, no confirmation can be made as part of the ATP check. In our example, the second order cannot be confirmed.

Figure 31: Activating the Shortage Check

You can activate the shortage check in Customizing for the checking group. The following options are available.

2009

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No shortage check

•

Check taking into account the cumulated, confirmed quantities: When calculating the cumulated ATP quantity, the system takes into account the total of all previously confirmed quantities. This means that new sales orders can be confirmed only if the total receipts exceed the confirmed quantities. We recommend that you work with cumulated requirement quantities when you create sales orders (checking group, field Accumul. parameter 2 or 3).

•

Check taking into account the cumulated requirement quantities: When calculating the cumulated ATP quantity, the system takes into account the total of all requirement quantities open to date. This means that new sales orders can be confirmed only if the total receipts exceed the total requirement quantities. We recommend that you work with cumulated, confirmed quantities when you change sales orders (checking group, field Accumul. parameters 1 and 3).

•

In addition, an information message can be activated to inform the user about the shortage situation (checking group, field Response, parameter 1).

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Figure 32: Digression: Lock Logic

So that the results of the availability check are consistent, a material has to be locked for other users or checks during the availability check. There are two different lock concepts: Material block: In the IMG activity Define Material Block for Other Users, you specify whether a material master record is blocked for other users during the availability check for each checking group and call (order/delivery/material reservation). The block is set at material-plant level and remains until you save the sales document. Material block with quantity transfer: For performance reasons, it is useful to set the material block with quantity transfer only if multiple users often block the same material at the same time. If this is not the case in your organization, you can work with the standard lock logic at material-plant level. In Customizing, you can set the material block with quantity transfer in the IMG activity Define Checking Groups. If this lock is active, the material is only locked during the availability check when a sales document is created or changed. It is thereby possible that several users can process the same material at the same time within different operations without blocking each other. During the availability check, the material used is locked exclusively in the current plant in the same way as the standard lock. If another user attempts to process the locked material in the corresponding plant while the availability check is being carried out, the system waits for one second before making five attempts to lock the material exclusively for the second operation. If all five attempts fail, the check is canceled and the operation remains unconfirmed. To confirm the operation, the user must then call the availability check again. Once the check is complete, the confirmed quantities are locked, although not exclusively. The material block is reset. The non-exclusive quantity block then informs users processing other operations about the reserved quantities of the respective material that are currently in process in the selected plant. Once

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processing is complete, the lock entries are reset. If the processed operation has been saved, the lock entries are reset only once the corresponding changes have been made to the database. Note: If both lock options are active, the lock with the quantity transfer takes priority. During manual backorder processing, a material with a quantity lock is locked exclusively so that the availability of this material cannot be checked during this time.

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Exercise 1: ATP Check in Order and Delivery Exercise Objectives After completing this exercise, you will be able to: • Carry out the ATP check in the sales order and the outbound delivery • Interpret the results of the ATP check

Business Example Your company wants to check availability using ATP logic for orders and outbound deliveries. Familiarize yourself with this check method. Learn how to carry out the ATP check and interpret the results in the application.

Task 1: Omega Soft-Hardware, Nuremberg orders 3,000 meters of “twisted conductor cable.” 1.

2.

Enter the sales order. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 1

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC1##

Order Quantity

3000

Since the material is not available as required, the system remains in order entry on the Availability Control screen. Hint: If you have already left the Availability Control screen, you can return to it by choosing Check Availability Item. In which plant is availability checked? ___________________________________________________________

3.

What quantity can be confirmed for the requested delivery date? ___________________________________________________________ Continued on next page

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Unit 1: Availability Check Based on ATP Quantity

4.

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What other delivery proposals does the system make? ___________________________________________________________ ___________________________________________________________

5.

Explain why only 2,000 meters can be confirmed on the requested date but delivery of 3,000 meters is possible at a later date. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC1## in plant 1200. Scope of check:__________________________________________________ ___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________

6.

Choose the delivery proposal One-Time Delivery on requested date and save the order. Make a note of the document number. ___________________________________________________________

Task 2: Display the schedule line(s) of the order you just created. 1.

Determine the following data: Delivery date: Order quantity: Confirmed quantity:

Task 3: After Omega Soft-Hardware, Nuremberg has placed an order, a second order for material T-AC1## is placed in the order center. Motorrad Markt in Stuttgart requires 500 meters of T-AC1##. Enter this order as well. 1.

Enter the second sales order. Order Type

OR

Sold-to Party

T-S50B##

PO Number

## Order 2 Continued on next page

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2.

Requested Delivery Date

Today or as soon as possible

Delivery Plant

1200

Material

T-AC1##

Order Quantity

500

Since the material is not available as required for this order either, the system remains in order entry on the Availability Control screen. Hint: If you have already left the Availability Control screen, you can return to it by choosing Check Availability Item. In which plant is availability checked? ___________________________________________________________

3.

What quantity can be confirmed for the requested delivery date? ___________________________________________________________

4.

Which other delivery proposal(s) does the system make? ___________________________________________________________ ___________________________________________________________

5.

Explain the delivery proposal. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC1## in plant 1200. Scope of check:__________________________________________________ ___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________

6.

Choose the delivery proposal Delivery Proposal and save the order. Make a note of the document number. ___________________________________________________________

Continued on next page

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Task 4: Motorrad Markt in Stuttgart is putting pressure on you. They do not want to wait two months for delivery. Check whether it is possible to deliver the goods to the customer from another plant on an earlier date. 1.

For the second order, check the availability again and check the plant in which the system “automatically” checks material availability. ___________________________________________________________

2.

How is the plant in which availability is checked defined in the sales order?

3.

Display the supplying plant for the order item. ___________________________________________________________

4.

Check whether you can deliver the order item from another plant on an earlier date. Check availability for the order or order item again.

5.

Since delivery plant 1400 Stuttgart is closer to the customer, you decide to deliver the goods from Stuttgart.

6.

Which delivery plant is now shown in the order item? ___________________________________________________________

7.

Display the schedule line(s) for the order item. Delivery Date

Order Quantity

Confirmed Quantity

Today Today plus 3 working days 8.

Why can the requested delivery date (today) of the order item not be confirmed, even though the material is available in delivery plant 1400 Stuttgart today? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________

9.

Save the changed order. Continued on next page

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Task 5: Start the shipping process for the order with order number ## Order 2. 1.

Deliver the order for Motorrad Markt, Stuttgart. Do not save the delivery yet.

2.

Increase the delivery quantity of the delivery item to 1,000 meters. Is it possible? If not, why? ___________________________________________________________ ___________________________________________________________

3.

Change the delivery quantity of the delivery item back to 500 meters.

4.

Check the delivery plant and storage location from which the delivery item is to be delivered. Delivery plant:_____________________________________________ Picking location:______________________________________

5.

Now analyze the availability check for the delivery item. Call the availability check for the outbound delivery again.

6.

First check whether the availability of the delivery item is checked at plant level or at plant and storage location level. ___________________________________________________________

7.

Now check the cumulated ATP quantity of material T-AC1## in plant 1400 and storage location 0001. What cumulated ATP quantity is there today? What is the cumulated ATP quantity in 3 months? Cumulated ATP quantity today:_________________________________ Cumulated ATP quantity in 3 months:___________________________

8.

Change the material availability date of the delivery item to today plus 3 months and increase the delivery quantity to 1,500 meters. Is it possible? Can you also confirm 2,000 meters for the new material staging? ___________________________________________________________ ___________________________________________________________

9.

Change the material availability date of the delivery item back to today and the delivery quantity back to 500 meters. Then save the outbound delivery. Make a note of the document number. Outbound delivery:______________________________________________

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Solution 1: ATP Check in Order and Delivery Task 1: Omega Soft-Hardware, Nuremberg orders 3,000 meters of “twisted conductor cable.” 1.

Enter the sales order. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 1

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC1##

Order Quantity

3000

a)

2.

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 1

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC1##

Order Quantity

3000

Since the material is not available as required, the system remains in order entry on the Availability Control screen. Hint: If you have already left the Availability Control screen, you can return to it by choosing Check Availability Item. In which plant is availability checked? ___________________________________________________________ a)

Plant 1200 Continued on next page

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3.

What quantity can be confirmed for the requested delivery date? ___________________________________________________________ a)

4.

A one-time delivery in the amount of 2,000 meters is possible on the requested date.

What other delivery proposals does the system make? ___________________________________________________________ ___________________________________________________________ a)

5.

The system suggests a complete delivery in approximately two months. In addition, 2,000 meters can be confirmed on the customer's requested delivery date, with the remaining 1,000 meters being delivered in approximately two months.

Explain why only 2,000 meters can be confirmed on the requested date but delivery of 3,000 meters is possible at a later date. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC1## in plant 1200. Scope of check:__________________________________________________ ___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________

Continued on next page

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___________________________________________________________ a)

On the Availability Control screen, choose Scope of Check. When the ATP quantity is calculated, purchase orders are taken into account along with other planned receipts.

b)

Close the Display Scope of Check screen. From the Availability Control screen, call the Availability Overview screen. Display the details. To do so, choose Settings → All Details. Since you are displaying the “Availability Overview” from order processing, the order is displayed on the material availability date as a “simulated requirement” in the amount of 3,000 meters. On the material availability date of the requirement, only a “cumulated ATP quantity” of 2,000 meters is available. This “cumulated ATP quantity” results from the plant stock of the material. As a result, a maximum of 2,000 meters can be confirmed on the requested date. Furthermore, there is a purchase order of 1,000 meters of material T-AC1## for plant 1200. The planned delivery date of the order is in approximately two months. Therefore, the “cumulated ATP quantity” for the planned delivery date of the order is 3,000 meters. After the planned receipt, up to 3,000 meters can consequently be confirmed.

6.

Choose the delivery proposal One-Time Delivery on requested date and save the order. Make a note of the document number. ___________________________________________________________ a)

On the Availability Control screen, choose Edit → One-Time Delivery.

b)

On the Create Standard Order: Overview screen, choose Sales Document → Save.

Task 2: Display the schedule line(s) of the order you just created. 1.

Determine the following data:

Continued on next page

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Lesson: ATP Check Using the Example of Sales and Distribution

Delivery date: Order quantity: Confirmed quantity: a)

Logistics → Sales and Distribution → Sales → Order → Display Order: Enter the order number from task 1, step 6 or find the order with the PO number ## Order 1.

b)

On the Display Standard Order: Overview screen, choose Goto → Item → Schedule Lines. Delivery date:

One week from today

Order quantity:

3000

Confirmed quantity:

2000

Task 3: After Omega Soft-Hardware, Nuremberg has placed an order, a second order for material T-AC1## is placed in the order center. Motorrad Markt in Stuttgart requires 500 meters of T-AC1##. Enter this order as well. 1.

Enter the second sales order. Order Type

OR

Sold-to Party

T-S50B##

PO Number

## Order 2

Requested Delivery Date

Today or as soon as possible

Continued on next page

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Unit 1: Availability Check Based on ATP Quantity

Delivery Plant

1200

Material

T-AC1##

Order Quantity

500

a)

2.

SCM671

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Sold-to Party

T-S50B##

PO Number

## Order 2

Requested Delivery Date

Today or as soon as possible

Delivery Plant

1200

Material

T-AC1##

Order Quantity

500

Since the material is not available as required for this order either, the system remains in order entry on the Availability Control screen. Hint: If you have already left the Availability Control screen, you can return to it by choosing Check Availability Item. In which plant is availability checked? ___________________________________________________________ a)

3.

Plant 1200

What quantity can be confirmed for the requested delivery date? ___________________________________________________________ a)

4.

No confirmation can be made on the requested date.

Which other delivery proposal(s) does the system make? ___________________________________________________________ ___________________________________________________________ a)

5.

The system suggests delivery in approximately two months.

Explain the delivery proposal. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC1## in plant 1200. Scope of check:__________________________________________________ Continued on next page

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___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________ a)

On the Availability Control screen, choose Scope of Check. When the ATP quantity is calculated, purchase orders are taken into account along with other planned receipts.

b)

Close the Display Scope of Check screen. From the Availability Control screen, call the Availability Overview screen. Display the details. To do so, choose Settings → All Details. Since you are displaying the Availability Overview from order processing, the order today (material availability date) is displayed as a “simulated requirement” in the amount of 500 meters. Today, the “cumulated ATP quantity” is 0. The ATP quantity of the plant stock has been used when the first order was confirmed. Confirmation is therefore not possible on the requested date. However, there is a purchase order of 1,000 meters of material T-AC1## for plant 1200, with a planned delivery date in approximately two months. Therefore, the “cumulated ATP quantity” for the planned delivery date of the order is 1000 meters. As a result of the planned receipt, the requirement of 500 meters can be confirmed in approximately two months.

6.

Choose the delivery proposal Delivery Proposal and save the order. Make a note of the document number. ___________________________________________________________ a)

On the Availability Control screen, choose Edit → Delivery Proposal.

b)

On the Create Standard Order: Overview screen, choose Sales Document → Save.

Task 4: Motorrad Markt in Stuttgart is putting pressure on you. They do not want to wait two months for delivery. Check whether it is possible to deliver the goods to the customer from another plant on an earlier date. 1.

For the second order, check the availability again and check the plant in which the system “automatically” checks material availability.

Continued on next page

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___________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Order → Change Order: Enter the order number from task 2, step 6 or find the order with the PO number ## Order 2.

b)

On the Change Standard Order: Overview screen, choose Edit → Check Availability. Plant 1200

2.

How is the plant in which availability is checked defined in the sales order? Answer: Availability of an order item is checked in the supplying plant of the order item.

3.

Display the supplying plant for the order item. ___________________________________________________________ a)

4.

5.

Check whether you can deliver the order item from another plant on an earlier date. Check availability for the order or order item again. a)

On the Change Standard Order: Overview screen, choose Edit → Check Availability.

b)

On the Availability Control screen, choose Goto → Other Plants.

c)

Select the plants 1000 Hamburg and 1400 Stuttgart, and choose Check Plant. The requested quantity can be confirmed in both plants for the required date (today).

Since delivery plant 1400 Stuttgart is closer to the customer, you decide to deliver the goods from Stuttgart. a)

6.

Leave the Availability Check screen by selecting the delivery proposal. Navigate to the screen “Change Standard Order: Overview” and choose the tab page “Shipping”.The delivery plant for the order item is plant 1200 Dresden. The system checks availability in the delivery plant of the order item.

Select the item “Plant 1400 Stuttgart” and choose Goto → Adopt Plant.

Which delivery plant is now shown in the order item? ___________________________________________________________ a)

7.

On the Change Standard Order: Overview screen, choose Goto → Item → Shipping. The item is now delivered from plant 1400 Stuttgart.

Display the schedule line(s) for the order item.

Continued on next page

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Delivery Date

Order Quantity

Confirmed Quantity

Today Today plus 3 working days a)

On the Change Standard Order: Overview screen, choose Goto → Item → Schedule Lines. Delivery Date

Order Quantity

Confirmed Quantity

Today

500

0

Today plus 3 working 0 days 8.

500

Why can the requested delivery date (today) of the order item not be confirmed, even though the material is available in delivery plant 1400 Stuttgart today? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ a)

Although 500 meters of material T-AC1## are available in plant 1400 Stuttgart on the material availability date “today,” the system also schedules shipping and transportation alongside the availability check. Forward scheduling determines that the shipping and transportation activities that have to be carried out will take a total of 3 workdays. Therefore, the items can delivered to the customer at the earliest in 3 days. On the Change Standard Order: Item Data screen, choose the “Schedule Lines” tab page, select the “confirmed” schedule line, and choose Shipping. In the schedule line data, the Shipping tab page allows you to follow the forward scheduling.

9.

Save the changed order. a)

On the Change Standard Order: Overview screen, choose Sales Document → Save.

Continued on next page

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Task 5: Start the shipping process for the order with order number ## Order 2. 1.

Deliver the order for Motorrad Markt, Stuttgart. Do not save the delivery yet. a)

Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order On the Create Outbound Delivery with Order Reference screen, enter the following data: Shipping Point

1400

Selection Date

Today + 3 days

Order

Document number from task 3, step 6

Remain on the Create Delivery: Overview screen. Do not save the delivery. 2.

Increase the delivery quantity of the delivery item to 1,000 meters. Is it possible? If not, why? ___________________________________________________________ ___________________________________________________________ a)

3.

Change the delivery quantity of the delivery item back to 500 meters. a)

4.

On the “Create Delivery: Overview” screen, enter 1000 in the Deliv. Qty field and confirm your entry by choosing Enter. In the status bar, the system issues the message: “Only 1500 m of material T-AC1## is available”. Due to the availability situation, no more than 500 meters can be delivered on the material availability date “today”. On the Create Delivery: Overview screen, enter 500 in the Deliv. Qty field and confirm your entry by choosing Enter.

Check the delivery plant and storage location from which the delivery item is to be delivered. Delivery plant:_____________________________________________ Picking location:______________________________________ a)

On the Create Delivery: Overview screen, choose the tab page Picking. Delivery Plant: 1400 Stuttgart (Picking) Location: 0001 Continued on next page

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5.

Now analyze the availability check for the delivery item. Call the availability check for the outbound delivery again. a)

6.

On the Create Delivery: Overview screen, choose Environment → Availability.

First check whether the availability of the delivery item is checked at plant level or at plant and storage location level. ___________________________________________________________

7.

a)

On the Availability Overview screen, choose Goto → Display Scope of Check.

b)

In the “Display Scope of Check” dialog box, No Storage Location Inspection is not selected, meaning that availability is checked at the level of plant/storage location.

Now check the cumulated ATP quantity of material T-AC1## in plant 1400 and storage location 0001. What cumulated ATP quantity is there today? What is the cumulated ATP quantity in 3 months? Cumulated ATP quantity today:_________________________________ Cumulated ATP quantity in 3 months:___________________________ a)

Close the “Display Scope of Check” dialog box. The Availability Overview screen displays the cumulated ATP quantity at plant level and at plant/storage location level from today to a date in the future. Cumulated ATP quantity today: 500 Cumulated ATP quantity in 3 months: 1500

8.

Change the material availability date of the delivery item to today plus 3 months and increase the delivery quantity to 1,500 meters. Is it possible? Can you also confirm 2,000 meters for the new material staging? ___________________________________________________________

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___________________________________________________________ a)

On the Create Delivery: Overview screen, select the delivery item.

b)

Choose Goto → Item → Picking.

c)

On the Create Delivery: Item Detail screen, change the Mat. Avail. Date field to today plus 3 months and increase the Dlv. Quantity to 1,500. It is possible to confirm 1,500 meters on the new material availability date. Hint: Confirm the warning message by choosing Enter. Increase the Dlv. Quantity to 2,000. It is not possible to confirm 2,000 meters on the new material availability date. The system issues the message: Only 500 m of material T-AC1## available.

9.

Change the material availability date of the delivery item back to today and the delivery quantity back to 500 meters. Then save the outbound delivery. Make a note of the document number. Outbound delivery:______________________________________________ a)

50

On the Create Delivery: Item Detail screen, choose the Picking tab page and change the Mat. Avail. Date back to today. Then reduce the Dlv. Quantity to 500. Click Enter and choose Outbound Delivery → Save.

© 2009 SAP AG. All rights reserved.

2009

SCM671

Lesson: ATP Check Using the Example of Sales and Distribution

Exercise 2: Activating and Selecting the Check Method Exercise Objectives After completing this exercise, you will be able to: • Activate the ATP check for the Sales and Distribution application

Business Example Configure the Customizing settings for the availability check. Learn how to activate the availability check and select the check method for the requirement class, schedule line category, and delivery item category. Analyze the determination of the requirement class in conjunction with the sales documents.

Task 1: Check the activation of the ATP check in Sales and Distribution. The availability check must be activated in the required method and for the relevant requirements class. For sales documents, the availability check must also be activated in the relevant schedule line categories. If an ATP check is intended for each delivery item, the availability check must not be deactivated for the relevant delivery item categories. In addition, the ATP check must not be deactivated for the checking group defined in the material master of the material to be checked. 1.

Display the order with the PO Number ## Order 2 and determine the following data: Requirement type of the order item: Schedule line category of the order schedule line:

2.

Which item category is used to control the delivery item of the delivery from exercise 1, task 5, step 9? Delivery item type

3.

Display the material master of material T-AC1## in plants 1200 Dresden and 1400 Stuttgart. Which checking groups are defined? Checking group for plant 1200:______________________________________ Checking group for plant 1400:______________________________________ Continued on next page

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4.

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Check the configuration of checking group 02. Is the ATP check activated? ________________________________________________________

5.

Which requirements class is assigned to the requirements type KSV? Hint: Open a second session and call the Customizing transaction. Requirements class:_____________________________________________

6.

Is the availability check activated for requirements class 050? If so, in which method? Is the requirements transfer activated? ________________________________________________________ ________________________________________________________ ________________________________________________________

7.

Now check the schedule line category CP. Is the availability check activated for this schedule line category? In which method? Is the requirements transfer activated? ________________________________________________________ ________________________________________________________ ________________________________________________________

8.

Is an ATP check intended for delivery item category TAN? Check Customizing for the delivery item category. ________________________________________________________

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Lesson: ATP Check Using the Example of Sales and Distribution

Task 2: It is essential that the availability check be activated in the required method and for the relevant requirements class. Therefore, use the options for determining the requirements classes in Customizing. 1.

Which two strategies does the system provide to determine the requirements type and therefore for requirements class?

2.

Which strategy has been used to determine the requirements type/class in the order item in the order from exercise 1, task 1 (order number: ## order 1)? Remember: Material T-AC1## was sold from plant 1200 Dresden. The order item was checked with item category TAN. Before the “determination strategy” of the requirements type/class is checked, determine the MRP type of material T-AC1## in plant 1200 Dresden. MRP type:______________________________________________ Origin of the requirements type during requirements determination:__________________

3.

Now analyze how requirements type KSV is determined on the basis of the “material master” strategy. Which strategy group is maintained for material T-AC1## and plant 1200? Strategy group:____________________________________________

4.

Which main strategy is assigned to strategy group 40 (planning with final assembly)? Analyze the assignment in Customizing. Field

Attribute

Main Planning Strategy 5.

Which requirements type uses strategy 40 (planning with final assembly) for customer requirements? Field

Attribute

Reqmt Type of Customer Reqmt

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Solution 2: Activating and Selecting the Check Method Task 1: Check the activation of the ATP check in Sales and Distribution. The availability check must be activated in the required method and for the relevant requirements class. For sales documents, the availability check must also be activated in the relevant schedule line categories. If an ATP check is intended for each delivery item, the availability check must not be deactivated for the relevant delivery item categories. In addition, the ATP check must not be deactivated for the checking group defined in the material master of the material to be checked. 1.

Display the order with the PO Number ## Order 2 and determine the following data: Requirement type of the order item: Schedule line category of the order schedule line: a)

Logistics → Sales and Distribution → Sales → Order → Display Order – Enter the order number from exercise 1, task 1, step 6 or find the order with the PO number ## Order 2.

b)

2.

On the Display Standard Order: Overview screen, choose the Procurement tab page. Requirement type of the order item:

KSV

Schedule line category of the order schedule line:

CP

Which item category is used to control the delivery item of the delivery from exercise 1, task 5, step 9?

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Lesson: ATP Check Using the Example of Sales and Distribution

Delivery item type a)

Call the outbound delivery in “Display” mode. Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Display Outbound delivery

Enter “your” outbound delivery from exercise 1, task 5, step 9.

On the Display Delivery ##: Overview screen, find the field ITyp on the Item Overview tab page. Delivery item type 3.

TAN

Display the material master of material T-AC1## in plants 1200 Dresden and 1400 Stuttgart. Which checking groups are defined? Checking group for plant 1200:______________________________________

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Checking group for plant 1400:______________________________________ a)

Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material

T-AC1##

Goto → Select View(s) View

Sales: General/Plant Data

Enter Plant

1200

Enter On the Display Material T-AC1## (Finished Product) screen, choose the Sales: General/Plant tab page and find the checking group in the Availability Check field. Checking group for plant 1200:______________________________________ 02 b)

On the Display Material T-AC1## (Finished Product) screen, choose Edit → Organizational Levels. Enter Plant 1400 and confirm your entry by choosing Enter. On the Display Material T-AC1## (Finished Product) screen, choose the Sales: General/Plant tab page and find the checking group in the Availability Check field. Checking group for plant 1400:______________________________________ 02

4.

Check the configuration of checking group 02. Is the ATP check activated?

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Lesson: ATP Check Using the Example of Sales and Distribution

________________________________________________________ a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Checking Groups. Select checking group 02.

5.

Field

Attribute

Explanation

No Check

Not selected

The ATP check is active.

Which requirements class is assigned to the requirements type KSV? Hint: Open a second session and call the Customizing transaction. Requirements class:_____________________________________________ a)

System → Create Session

b)

Tools → Customizing → IMG → Execute Project

c)

Goto → SAP Reference IMG

d)

Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Types Search for requirements type KSV in the list. Requirements class: 050 Warehouse Consumption

6.

Is the availability check activated for requirements class 050? If so, in which method? Is the requirements transfer activated? ________________________________________________________ ________________________________________________________

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________________________________________________________ a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Classes Select requirements class 050 and choose Goto → Details.

7.

Field

Attribute

Explanation

Availability

Selected

The ATP check is active.

Req. Transfer

Selected

Requirements transfer is active.

Allocation Ind.

1

Customer requirements are consumed against planning.

Prod. Allocation

Selected

The product allocation check is active.

Now check the schedule line category CP. Is the availability check activated for this schedule line category? In which method? Is the requirements transfer activated? ________________________________________________________ ________________________________________________________

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Lesson: ATP Check Using the Example of Sales and Distribution

________________________________________________________ a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Procedure for Each Schedule Line Category. Select the schedule line category CP.

8.

Field

Attribute

Explanation

AvC

Selected

The ATP check is active.

Rq

Selected

Requirements transfer is active.

All.

Selected

The product allocation check is active. “Previously” however, only one ATP check took place in the orders. This is because no product allocation procedure is assigned to material master T-AC1##.

Is an ATP check intended for delivery item category TAN? Check Customizing for the delivery item category. ________________________________________________________ a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Determine Procedure for Each Delivery Item Category. Select the delivery item category TAN. Field

Attribute

Explanation

Avail. Check Off

Not selected

The ATP check is active.

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Task 2: It is essential that the availability check be activated in the required method and for the relevant requirements class. Therefore, use the options for determining the requirements classes in Customizing. 1.

Which two strategies does the system provide to determine the requirements type and therefore for requirements class? Answer: The requirements type/class can be derived based on the material (relevant fields: Strategy Group, MRP Group, and possibly Material Type). However, there are also business transactions that require the requirements type to be determined based on a transaction. Therefore, the requirements type/class can also be determined based on the order item category together with the MRP type of the material, or solely with the order item category.

2.

Which strategy has been used to determine the requirements type/class in the order item in the order from exercise 1, task 1 (order number: ## order 1)? Remember: Material T-AC1## was sold from plant 1200 Dresden. The order item was checked with item category TAN. Before the “determination strategy” of the requirements type/class is checked, determine the MRP type of material T-AC1## in plant 1200 Dresden. MRP type:______________________________________________

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Lesson: ATP Check Using the Example of Sales and Distribution

Origin of the requirements type during requirements determination:__________________ a)

Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material

T-AC1##

Goto → Select View(s) View

MRP 1

Enter Plant

1200

Enter On the Display Material T-AC1## (Trading Goods) screen, choose the MRP 1 tab page and find the MRP type. MRP Type – Plant 1200: PD b)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Determination of Requirement Types Using Transaction Select the order item category TAN and the MRP type PD.

3.

Field

Attribute

Explanation

Q

Blank

1. First, the requirement type is determined using the material master strategy, and if this fails, using the transaction (item category and MRP type)

Now analyze how requirements type KSV is determined on the basis of the “material master” strategy. Which strategy group is maintained for material T-AC1## and plant 1200?

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Strategy group:____________________________________________ a)

Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material

T-AC1##

Goto → Select View(s) View

MRP 3

Enter Plant

1200

Enter On the Display Material T-AC1## (Finished Product) screen, choose the MRP 3 tab page and find the strategy group. Strategy group – plant 1200: 40 Planning with final assembly 4.

Which main strategy is assigned to strategy group 40 (planning with final assembly)? Analyze the assignment in Customizing. Field

Attribute

Main Planning Strategy a)

IMG path: Production → Production Planning → Demand Management → Planned Independent Requirements → Planning Strategy → Define Strategy Group. Select strategy group 40. Choose Goto → Details.

5.

Field

Attribute

Main Strategy

40

Which requirements type uses strategy 40 (planning with final assembly) for customer requirements?

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Lesson: ATP Check Using the Example of Sales and Distribution

Field

Attribute

Reqmt Type of Customer Reqmt a)

IMG path: Production → Production Planning → Demand Management → Planned Independent Requirements → Planning Strategy → Define Strategy. Select strategy 40. Field

Attribute

Reqs-Cu.

KSV

Hint: Requirements class 050 is assigned to requirements type KSV (see above).

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Lesson: ATP Check Using the Example of Sales and Distribution

Exercise 3: Controlling the ATP Check Exercise Objectives After completing this exercise, you will be able to: • Configure the ATP check for the Sales and Distribution application

Business Example Explain the Customizing settings for the check scopes. Decide whether you want to carry out an ATP check with or without taking into account the replenishment lead time. Define the check level of the ATP check.

Task 1: Now configure the Customizing settings for the ATP check. First, enter and analyze the starting situation of the check. 1.

Create a purchase order for material T-AC2##. Order Type

NB

Vendor

1000 C.E.B Berlin

Purchasing Organization

1000

Purchasing Group

000

Company Code

1000

Material

T-AC2##

PO Quantity

200

Delivery Date

Today plus 1 month

Plant

1200

Gross Price Field: Amount

5

Save the purchase order and make a note of the order number. ___________________________________________________________ 2.

Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. To do so, call the transaction “Availability Overview”. Material

T-AC2##

Plant

1200

Checking Rule

A Continued on next page

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Date

Location

Cumulated ATP Quantity

Today

Plant 1200

Today

Plant 1200/Storage location 0001

Today

Plant 1200/Storage location 0002

One month from today

Plant 1200

One month from today

Plant 1200/Storage location 0001

One month from today

Plant 1200/Storage location 0002

Task 2: Define a new checking group. Configure a special “availability check control”. Define a new check scope for the ATP check of orders and deliveries. Decide the check level of the ATP check. 1.

To carry out the ATP check for material T-AC2## in plant 1200, you require a particular check control. You therefore create a new checking group ##+50. Since checking group ##+50 has no different requirements to checking group 02, you can use checking group 02 as a template.

2.

Now define a new “availability check control” for the “new” checking group 50+## to process sales and delivery documents. Use the “availability check control” checking group/check rule 02/A and 02/B as a template.

3.

Define checking group ##+50 for material T-AC2## in plant 1200.

4.

Create a standard order and check whether the new “availability check control” is used for the sales document. Do not save the order yet! Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 3

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

___________________________________________________________ Continued on next page

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Lesson: ATP Check Using the Example of Sales and Distribution

Remain in order processing. Do not save the order. 5.

What quantity can be confirmed for the requested delivery date? What other deliveries does the system propose? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________

6.

Explain why only 150 pieces can be confirmed on the requested date but delivery of 200 pieces is possible at a later date. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC2## in plant 1200. After you have completed the check, leave order processing without saving the order. Scope of check:__________________________________________________ ___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________

7.

Since there were previously delays in delivering material T-AC2##, you do not want to include purchase requisitions and purchase orders when calculating the ATP quantity in the future. You therefore change the “availability check control” for checking group ##+50 / checking rule A and checking group ##+50 / checking rule B accordingly.

8.

Test your new “availability check control”. To do so, create a standard order again. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 4

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

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Which deliveries does the system propose? ___________________________________________________________ ___________________________________________________________ Why can the system not offer a complete delivery in the future? ___________________________________________________________ ___________________________________________________________ Save the order and write down the document number. Order:___________________________________________________ 9.

Deliver the order from step 8 of this task (order number ## order 4). What amount of material T-AC2## can be delivered? Explain the delivery quantity. Also check the delivery creation log. Change the picking storage location of the delivery item to 0002. How does the system respond? Delete the picking storage location and increase the delivery quantity to 150 pieces. Is it possible? Do not save the delivery. ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________

10. For test purposes, now change the “availability check control” for checking group ##+50 / checking rule B. Deactivate the storage location check. Hint: You change the “availability check control” only to determine the Customizing settings of the “check levels.” In practice, it would not make sense to deactivate the storage location check for outbound deliveries since picking takes place in the storage location and so the material must be available in the picking storage location. 11. Test your new “availability check control”. Deliver the order from step 8 of this task (order number ## order 4). What amount of material T-AC2## can be delivered? Explain the delivery quantity. Continued on next page

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Lesson: ATP Check Using the Example of Sales and Distribution

Do not save the delivery.

Task 3: Familiarize yourself with the ATP check taking into account the replenishment lead time. 1.

Activate the “ATP check including replenishment lead time” for the “availability check control” checking group ##+50 / checking rule A.

2.

Enter a standard order and check the new “availability check control.” Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 5

Requested Delivery Date

Today in three weeks

Delivery Plant

1200

Material

T-AC2##

Order Quantity

500

Can the required quantity be confirmed for the required delivery date? ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Note the End Lead Time date on the Availability Overview screen. End Lead Time:______________________________________________ Do not save the order. 3.

Determine the times in the system that are used to calculate the replenishment lead time and check the calculation of the date “End Lead Time” from step 2 of this task. What is the material type of material T-AC2## and what is the procurement type of the material? _____________________________________________ Goods receipt processing time – plant 1200: __________

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Planned delivery time – plant 1200:______________________________________ Purchasing processing time in plant 1200_______________

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Lesson: ATP Check Using the Example of Sales and Distribution

Solution 3: Controlling the ATP Check Task 1: Now configure the Customizing settings for the ATP check. First, enter and analyze the starting situation of the check. 1.

Create a purchase order for material T-AC2##. Order Type

NB

Vendor

1000 C.E.B Berlin

Purchasing Organization

1000

Purchasing Group

000

Company Code

1000

Material

T-AC2##

PO Quantity

200

Delivery Date

Today plus 1 month

Plant

1200

Gross Price Field: Amount

5

Save the purchase order and make a note of the order number. ___________________________________________________________ a)

Logistic → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known Order Type

NB

Vendor

1000 C.E.B Berlin

Purchasing Organization

1000

Purchasing Group

000

Company Code

1000

Material

T-AC2##

PO Quantity

200

Delivery Date

Today plus 1 month

Plant

1200

Gross Price Field: Amount

5

On the Create Purchase Order screen, choose Purchase Order → Save. Continued on next page

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2.

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Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. To do so, call the transaction “Availability Overview”. Material

T-AC2##

Plant

1200

Checking Rule

A

Date

Location

Today

Plant 1200

Today

Plant 1200/Storage location 0001

Today

Plant 1200/Storage location 0002

Cumulated ATP Quantity

Continued on next page

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Lesson: ATP Check Using the Example of Sales and Distribution

One month from today

Plant 1200

One month from today

Plant 1200/Storage location 0001

One month from today

Plant 1200/Storage location 0002

a)

Logistics → Sales and Distribution → Sales → Environment → Availability Overview

b) Material

T-AC2##

Plant

1200

Checking Rule

A

“Enter” c) Date

Location

Cumulated ATP Quantity

Today

Plant 1200

150

Today

Plant 1200/Storage location 0001

100

Today

Plant 1200/Storage location 0002

50

One month from today

Plant 1200

350

One month from today

Plant 1200/Storage location 0001

100

One month from today

Plant 1200/Storage location 0002

50

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Task 2: Define a new checking group. Configure a special “availability check control”. Define a new check scope for the ATP check of orders and deliveries. Decide the check level of the ATP check. 1.

To carry out the ATP check for material T-AC2## in plant 1200, you require a particular check control. You therefore create a new checking group ##+50. Since checking group ##+50 has no different requirements to checking group 02, you can use checking group 02 as a template. a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Checking Groups. Select item 02 “Individual Requirement” and choose Edit → Copy As...

b)

In the Av field, replace 02 with ##+50 and confirm your change with “Enter”.

c)

Change the description of the checking group to “Checking Group ##”.

d)

On the screen “Change View “Availability Check Control”: Overview”, choose Table View → Save.

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Lesson: ATP Check Using the Example of Sales and Distribution

2.

Now define a new “availability check control” for the “new” checking group 50+## to process sales and delivery documents. Use the “availability check control” checking group/check rule 02/A and 02/B as a template. a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check Select the row containing checking group 02 and checking rule A. Now choose Edit → Copy As...

b)

In the Av field, replace 02 with ##+50 and confirm your change with “Enter”. Confirm the warning message about the namespace by choosing Enter.

c)

On the “Change View “Availability Check Control”: Overview” screen, choose Table View → Save.

d)

Now select the row containing checking group 02 and checking rule B. Choose Edit → Copy As...

e)

In the Av field, replace 02 with ##+50 and confirm your change with Enter. Confirm the warning message about the namespace by choosing “Enter.”

f)

On the “Change View “Availability Check Control”: Overview” screen, choose Table View → Save.

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3.

SCM671

Define checking group ##+50 for material T-AC2## in plant 1200. a)

Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Change Material

T-AC2##

Goto → Select View(s) View

Sales: General/Plant Data

Enter Plant

1200

“Enter” On the Change Material T-AC2## (Trading Goods) screen, choose the Sales: General/Plant tab page and find the Availability Check field. Overwrite checking group 02 with ##+50. On the Change Material T-AC2## (Trading Goods) screen, choose Material → Save to save the material. 4.

Create a standard order and check whether the new “availability check control” is used for the sales document. Do not save the order yet! Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 3

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

___________________________________________________________

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Lesson: ATP Check Using the Example of Sales and Distribution

Remain in order processing. Do not save the order. a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 3

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

Since the material is not available as required for this order either, the system remains in order entry on the “Availability Control” screen. On the “Availability Control” screen, choose “Scope of Check”. “Scope of check” or “availability check control” ##+50 / A is used for this ATP check. Remain in order processing. Do not save the order. 5.

What quantity can be confirmed for the requested delivery date? What other deliveries does the system propose? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ a)

6.

A one-time delivery in the amount of 150 pieces is possible on the requested date. The system also proposes a complete delivery in approximately one month. In addition, 150 pieces can be confirmed on the customer's requested delivery date, with the remaining 50 pieces being delivered in approximately one month.

Explain why only 150 pieces can be confirmed on the requested date but delivery of 200 pieces is possible at a later date. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC2## in plant 1200. After you have completed the check, leave order processing without saving the order. Scope of check:__________________________________________________ ___________________________________________________________ Continued on next page

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___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________ a)

On the Availability Control screen, choose “Scope of Check”. When the ATP quantity is calculated, purchase orders are taken into account along with other planned receipts.

b)

Close the “Display Scope of Check” dialog box. From the “Availability Control” screen, call the “Availability Overview” screen. Display the details. To do so, choose Settings → All Details. Since you are displaying the “Availability Overview” from order processing, the order is displayed on the material availability date as a “simulated requirement” in the amount of 200 pieces. On the material availability date of the requirement, a “cumulated ATP quantity” of only 150 meters is available. This “cumulated ATP quantity” results from the plant stock of the material. As a result, a maximum of 150 pieces can be confirmed on the requested date. However, there is a purchase order with a delivery date in approximately one month for 200 pieces of material T-AC2## for plant 1200. As a result, the “cumulated ATP quantity” as of the planned delivery date of the purchase order is 350 pieces. Therefore, up to 350 pieces can be confirmed after the planned receipt.

c)

On the Availability Control screen, choose Edit → Delivery Proposal.

d)

On the Create Standard Order: Overview screen, choose Sales Document → Exit.

e)

When prompted to save the data, choose No.

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7.

Since there were previously delays in delivering material T-AC2##, you do not want to include purchase requisitions and purchase orders when calculating the ATP quantity in the future. You therefore change the “availability check control” for checking group ##+50 / checking rule A and checking group ##+50 / checking rule B accordingly. a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check First select the row containing checking group ##+50 and checking rule A. Now choose Goto → Details.

b)

Deselect the fields Incl. Purch. Requisitions and Incl. Purchase Orders.

c)

On the screen “Change View “Availability Check Control”: Details”, choose Table View → Save.

d)

On the screen “Change View “Availability Check Control”: Details”, choose Goto → Other Entry. Avail. Check

##+50

Checking Rule

B

Confirm your entries with Enter.

8.

e)

On the screen “Change View “Availability Check Control”: Details”, deselect the fields Incl. Purch. Requisitions and Incl. Purchase Orders.

f)

On the screen “Change View “Availability Check Control”: Details”, choose Table View → Save.

Test your new “availability check control”. To do so, create a standard order again. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 4

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

Which deliveries does the system propose? Continued on next page

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___________________________________________________________ ___________________________________________________________ Why can the system not offer a complete delivery in the future? ___________________________________________________________ ___________________________________________________________ Save the order and write down the document number. Order:___________________________________________________ a)

b)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 4

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

Since the material is not available as required for this order either, the system remains in order entry on the “Availability Control” screen. The system can confirm 150 pieces for the requested delivery date. Confirmation of the remaining 50 open pieces is not possible for the requested date or for a later date.

c)

On the Availability Control screen, choose Scope of Check. Purchase orders are not taken into account when the ATP quantity is calculated for this check. On the Availability Overview screen, you can see that the cumulated ATP quantity from today to a date in the future is 150 pieces in plant 1200 Dresden. The purchase order that you created in task 1, step 1 is not displayed. The ATP quantity of the purchase order is not included in the calculation of the cumulated ATP quantity.

9.

d)

On the Availability Control screen, choose Edit → Delivery Proposal.

e)

On the Create Standard Order: Overview screen, choose Sales Document → Save.

Deliver the order from step 8 of this task (order number ## order 4). What amount of material T-AC2## can be delivered? Explain the delivery quantity. Also check the delivery creation log. Continued on next page

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Change the picking storage location of the delivery item to 0002. How does the system respond? Delete the picking storage location and increase the delivery quantity to 150 pieces. Is it possible? Do not save the delivery. ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________

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___________________________________________________________ a)

Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order On the Create Outbound Delivery with Order Reference screen, enter the following data: Shipping Point

1200

Selection Date

Today + 7 days

Order

Document number from step 8

Remain on the Create Delivery: Overview screen. Do not save the delivery. Only 100 pieces can be delivered. In the delivery creation log (Edit → Error Log), the system informs you that only 100 pieces of material T-AC2## are available. b)

Call the Availability Control screen (Environment → Availability) and display the scope of the check (Goto → Display Scope of Check). ATP is checked at the level of plant/storage location since the No Storage Location Inspection parameter is not selected.

c)

Navigate to the Create Delivery: Overview screen and choose the tab page Picking. The delivery item is delivered from plant 1200 and storage location 0001.

d)

Call the Availability Control screen (Environment → Availability). The delivery item is checked at plant and storage location level. In plant 1200, there is a cumulated ATP quantity of 150 pieces for the delivery date (50 are “reserved” by the order quantity that has not yet been delivered). In storage location 0001, the cumulated ATP quantity for the required date is only 100 pieces. Therefore, only 100 pieces can be confirmed or delivered.

e)

Navigate to the Create Delivery: Overview screen and choose the tab page “Picking”. Change the storage location of the delivery item. Enter 0002. Confirm your entries with Enter. The system reports that only 50 pieces are available.

f)

Delete the storage location of the delivery item and increase the delivery quantity to 150 pieces. Confirm your entries with Enter. 150 pieces can be confirmed or delivered.

g)

Outbound Delivery → Exit. Respond to the prompt “Do you want to save your data?” with No. Continued on next page

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Lesson: ATP Check Using the Example of Sales and Distribution

10. For test purposes, now change the “availability check control” for checking group ##+50 / checking rule B. Deactivate the storage location check. Hint: You change the “availability check control” only to determine the Customizing settings of the “check levels.” In practice, it would not make sense to deactivate the storage location check for outbound deliveries since picking takes place in the storage location and so the material must be available in the picking storage location. a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check First select the row containing checking group ##+50 and checking rule B. Now choose Goto → Details.

b)

Select the No Stor. Loc. Inspectn field.

c)

On the screen “Change View “Availability Check Control”: Details”, choose Table View → Save.

11. Test your new “availability check control”. Deliver the order from step 8 of this task (order number ## order 4). What amount of material T-AC2## can be delivered? Explain the delivery quantity.

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Do not save the delivery. a)

Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order On the “Create Outbound Delivery with Order Reference” screen, enter the following data: Shipping Point

1200

Selection Date

Today + 7 days

Order

Document number from step 8

Remain on the Create Delivery: Overview screen. Do not save the delivery yet. 150 pieces can now be delivered. Call the Availability Control screen (Environment → Availability). The delivery item is checked only at plant level. In plant 1200, there is a cumulated ATP quantity of 150 pieces for the required date. Therefore, only 150 pieces can be confirmed or delivered. b)

Do not save the delivery. On the Create Delivery: Overview screen, choose Outbound Delivery → Exit.

Task 3: Familiarize yourself with the ATP check taking into account the replenishment lead time. 1.

Activate the “ATP check including replenishment lead time” for the “availability check control” checking group ##+50 / checking rule A. a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check First select the row containing checking group ##+50 and checking rule A. Now choose Goto → Details.

2.

b)

Deselect the Check Without RLT indicator.

c)

On the screen “Change View “Availability Check Control”: Details”, choose Table View → Save.

Enter a standard order and check the new “availability check control.”

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Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 5

Requested Delivery Date

Today in three weeks

Delivery Plant

1200

Material

T-AC2##

Order Quantity

500

Can the required quantity be confirmed for the required delivery date? ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Note the End Lead Time date on the Availability Overview screen. End Lead Time:______________________________________________

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Do not save the order. a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 5

Requested Delivery Date

Today in three weeks

Delivery Plant

1200

Material

T-AC2##

Order Quantity

500

Can the required quantity be confirmed for the required delivery date? _Yes________________________________________________________ b)

Select the order item can call the availability check explicitly for this item. To do so, choose Check Item Availability. The required delivery date is after the end of the replenishment lead time.

c)

Branch to the “Availability Overview” screen (Goto → Availability Overview). For the required date, either the cumulated ATP quantity is zero or no cumulated ATP quantity has been calculated. Since the required date is after the end of the replenishment lead time, the requirement can be confirmed without checks. End Lead Time:___________________________________________

3.

d)

On the Create Standard Order: Overview screen, choose Sales Document → Exit.

e)

When prompted to save the data, choose No.

Determine the times in the system that are used to calculate the replenishment lead time and check the calculation of the date “End Lead Time” from step 2 of this task. What is the material type of material T-AC2## and what is the procurement type of the material? _____________________________________________ Goods receipt processing time – plant 1200: __________ Planned delivery time – plant 1200:______________________________________

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Purchasing processing time in plant 1200_______________ a)

Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material

T-AC2##

Goto → Select View(s) View

MRP 2

Enter Plant

1200

Enter On the Display Material T-AC1## (Trading Goods) screen, choose the MRP 2 tab page and find the procurement type, the purchasing department processing time, and the planned delivery time. Procurement type – plant 1200: F (external procurement) Goods receipt processing time – plant 1200: 1 working day Planned delivery time – plant 1200: 10 calendar days b)

IMG path: Materials Management → Purchasing → Purchase Requisition → Processing Time. Purchasing processing time in plant 1200: 1 working day

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Exercise 4: Shortage Check Exercise Objectives After completing this exercise, you will be able to: • Understand the shortage check concept • Activate the shortage check

Business Example To avoid shortages, you want to include cumulated requirements and confirmed cumulated requirements when you carry out the ATP check.

Task: Now process the shortage check. You will first trigger a shortage situation and then create an order. Because you have not activated the shortage check yet, you will receive a confirmation in the sales order that is NOT realistic. Once you have activated the shortage check in Customizing, the system recognizes the shortage when you create an order and cannot confirm it. 1.

Now process the shortage check. To do so, first undo the changes that you made to the “availability check control” for test purposes.

2.

Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. To do so, call the “Availability Overview” transaction. Material

T-AC2##

Plant

1200

Checking Rule

A

Date

Location

Today

Plant 1200

Today

Plant 1200/Storage location 0001

Today

Plant 1200/Storage location 0002

Cumulated ATP Quantity

Continued on next page

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SCM671

One month from today

Plant 1200

One month from today

Plant 1200/Storage location 0001

One month from today

Plant 1200/Storage location 0002

Create a standard order. On which date can the order item be confirmed? Why? Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 6

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Accept the delivery proposal and save the order. Make a note of the document number. Document number:______________________________________________ 4.

Now change the planned inbound delivery date of your purchase order from exercise 3, task 1, step 1. Set the new delivery date to today in two months.

5.

Now check the ATP quantity for material T-AC2## in plant 1200 Dresden. To do so, call the transaction “Availability Overview”. Material

T-AC2##

Plant

1200

Checking Rule

A

Continued on next page

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6.

Date

Location

Cumulated ATP Quantity

Today

Plant 1200

Today

Plant 1200/Storage location 0001

Today

Plant 1200/Storage location 0002

One month from today

Plant 1200

One month from today

Plant 1200/Storage location 0001

One month from today

Plant 1200/Storage location 0002

In this case, enter a new order. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 7

Requested Delivery Date

Today plus 3 months

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

Can the required date of the order item be confirmed? ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Does this make sense? ___________________________________________________________ ___________________________________________________________ Do not save the order. 7.

Now activate the shortage check for checking group ##+50. Continued on next page

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8.

SCM671

Now enter the order again. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 8

Requested Delivery Date

Today plus 3 months

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

When the shortage check is active, can another order with material T-AC2## in plant 1200 Dresden be confirmed in this ATP situation? ___________________________________________________________ Leave order processing without saving.

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Solution 4: Shortage Check Task: Now process the shortage check. You will first trigger a shortage situation and then create an order. Because you have not activated the shortage check yet, you will receive a confirmation in the sales order that is NOT realistic. Once you have activated the shortage check in Customizing, the system recognizes the shortage when you create an order and cannot confirm it. 1.

Now process the shortage check. To do so, first undo the changes that you made to the “availability check control” for test purposes. a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check First select the row containing checking group ##+50 and checking rule A. Choose Goto → Details.

b)

Select the fields Incl. Purch. Requisitions, Incl. Purchase Orders, and Check Without RLT. Deselect the No Stor. Loc. Inspectn field.

c)

On the screen “Change View “Availability Check Control”: Details”, choose Table View → Save.

d)

On the screen “Change View “Availability Check Control”: Details”, choose Goto → Other Entry. Avail. Check

##+50

Checking Rule

B

Confirm your entries with Enter.

2.

e)

On the screen “Change View “Availability Check Control”: Details”, select the fields Incl. Purch. Requisitions and Incl. Purchase Orders. Deselect the No Stor. Loc. Inspectn field.

f)

On the screen “Change View “Availability Check Control”: Details”, choose Table View → Save.

Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. To do so, call the “Availability Overview” transaction.

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Material

T-AC2##

Plant

1200

Checking Rule

A

Date

Location

Today

Plant 1200

Today

Plant 1200/Storage location 0001

Today

Plant 1200/Storage location 0002

Cumulated ATP Quantity

Continued on next page

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One month from today

Plant 1200

One month from today

Plant 1200/Storage location 0001

One month from today

Plant 1200/Storage location 0002

a)

Logistics → Sales and Distribution → Sales → Environment → Availability Overview

b) Material

T-AC2##

Plant

1200

Checking Rule

A

“Enter” c)

3.

Date

Location

Cumulated ATP Quantity

Today

Plant 1200

0

Today

Plant 1200/Storage location 0001

100

Today

Plant 1200/Storage location 0002

50

Approximately one month from today

Plant 1200

200

Approximately one month from today

Plant 1200/Storage location 0001

100

Approximately one month from today

Plant 1200/Storage location 0002

50

Create a standard order. On which date can the order item be confirmed? Why? Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 6 Continued on next page

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Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Accept the delivery proposal and save the order. Make a note of the document number. Document number:______________________________________________ a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 6

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

The requested date for the order item cannot be confirmed. The system proposes a delivery of 200 pieces after the planned delivery of the purchase order (see the “Availability Overview” screen). The cumulated ATP quantity for the required date in plant 1200 Dresden is zero. The purchase order delivers an ATP quantity of 200 pieces for the planned inbound delivery date in approximately one month. b)

On the Availability Control screen, select the delivery proposal. To do so, choose Edit → Delivery Proposal.

c)

On the Create Standard Order: Overview screen, choose Sales Document → Save. Document number:__________________________________________________ Continued on next page

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4.

5.

Now change the planned inbound delivery date of your purchase order from exercise 3, task 1, step 1. Set the new delivery date to today in two months. a)

Logistics → Materials Management → Purchasing → Purchase Order → Change. Your purchase order is displayed in change mode. If this is not the case, choose: Purchase Order → Other Purchase Order and enter the purchase order number from exercise 3, task 1, step 1 in the Pur. Order field. Then choose Other Document.

b)

In the Deliv. Date field, enter today in two months.

c)

Purchase Order → Save.

Now check the ATP quantity for material T-AC2## in plant 1200 Dresden. To do so, call the transaction “Availability Overview”. Material

T-AC2##

Plant

1200

Checking Rule

A

Date

Location

Today

Plant 1200

Today

Plant 1200/Storage location 0001

Today

Plant 1200/Storage location 0002

Cumulated ATP Quantity

Continued on next page

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One month from today

Plant 1200

One month from today

Plant 1200/Storage location 0001

One month from today

Plant 1200/Storage location 0002

a)

Logistics → Sales and Distribution → Sales → Environment → Availability Overview

b) Material

T-AC2##

Plant

1200

Checking Rule

A

Enter c)

6.

Date

Location

Cumulated ATP Quantity

Today

Plant 1200

0

Today

Plant 1200/Storage location 0001

100

Today

Plant 1200/Storage location 0002

50

Approximately one month from today

Plant 1200

minus 200

Approximately one month from today

Plant 1200/Storage location 0001

100

Approximately one month from today

Plant 1200/Storage location 0002

50

In this case, enter a new order. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 7

Requested Delivery Date

Today plus 3 months Continued on next page

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Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

Can the required date of the order item be confirmed? ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Does this make sense? ___________________________________________________________ ___________________________________________________________

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Do not save the order. a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 7

Requested Delivery Date

Today plus 3 months

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

Can the required quantity be confirmed for the required delivery date? Yes Why? Due to the ATP quantity of the purchase order with a delivery date of today in 2 months. Does this make sense? No, because after this order has been confirmed, the total confirmed quantity would be larger than the stock and planned receipts. As a result, it is not possible to guarantee supplier confirmations. Currently, the shortage check is not active.

7.

b)

On the Create Standard Order: Overview screen, choose Sales Document → Exit.

c)

When prompted to save the data, choose No.

Now activate the shortage check for checking group ##+50. a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Checking Groups. Select checking group ##+50. In the Accumul. field, enter 3 to activate the shortage check.

b) 8.

On the screen “Change View “Availability Check Control”: Overview”, choose Table View → Save.

Now enter the order again. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 8 Continued on next page

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Requested Delivery Date

Today plus 3 months

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

When the shortage check is active, can another order with material T-AC2## in plant 1200 Dresden be confirmed in this ATP situation? ___________________________________________________________ Leave order processing without saving. a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 8

Requested Delivery Date

Today plus 3 months

Delivery Plant

1200

Material

T-AC2##

Order Quantity

200

When the shortage check is active, can another order with material T-AC2## in plant 1200 Dresden be confirmed in this ATP situation? No

2009

b)

On the Create Standard Order: Overview screen, choose Sales Document → Exit.

c)

When prompted to save the data, choose No.

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Lesson Summary You should now be able to: • Understand the concept of the ATP check • Explain the fundamentals of the ATP check • Activate the ATP check in Sales and Distribution • Explain the specific aspects of the ATP check in Sales and Distribution • Configure the Customizing settings for the ATP check • Interpret the results of the ATP check in Sales and Distribution

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Lesson: ATP Check in Manufacturing

Lesson: ATP Check in Manufacturing Lesson Overview This lesson covers the availability check for material components as part of production orders. It will present the concept of component availability, configuration options, and how to interpret the results.

Lesson Objectives After completing this lesson, you will be able to: • •

Explain how the availability check for material components is carried out and controlled on the basis of the ATP quantity Interpret the results of the availability check

Business Example Before you release a production order, you must ensure that all necessary resources are available for production. In production orders, you can check the availability of material components.

ATP Check in Shop Floor Control

Figure 33: ATP Check in the Production Order

Before you start to process a production order, you can check whether the material components assigned to the production order are or will be available on the calculated requirement date.

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Availability checks can be started manually or automatically. An automatic availability check can be carried out both when you create and when you release an order. In addition, availability can be checked automatically when you save the order. In the Customizing settings, you specify whether an automatic check is to be carried out for each production order type and plant. A manual availability check can be carried out at any time. You can check the availability of materials for the entire order or for individual material components. The single check can be carried out in the component overview, the missing parts overview, and the missing parts list. With mass processing of production orders, you can check the availability of materials for multiple orders at the same time. In this collective availability check, the respective orders are always checked in full. If material components are not available on the requirement dates, the production order is assigned the status “Missing Material.” The unavailable components are assigned the status “Missing Part.” In addition, the quantity available on the requirement date is compared to the requirement quantity and a “confirmation date” is calculated for the complete requirement quantity. Note: Availability of material components can also be checked in the SAP system as part of requirements planning in the planned order. When doing so, you can check the availability of a planned order or check the collective availability of multiple planned orders at the same time. When you convert planned orders to production orders, you can use the availability situation of the planned orders as a selection criterion.

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Lesson: ATP Check in Manufacturing

Configuring the ATP Check for the Production Order

Figure 34: Customizing for the ATP Check for Production Orders

In the “Define Checking Control” Customizing table, you can define the checking control of the production orders as part of the availability check, depending on the operation (1 = create production order and 2 = release production order), the type of production order, and the plant. In particular, you decide which availability check method you want to use to check component availability. Availability can be checked on the basis of the ATP quantity or planned independent requirements. If you use the ATP method for the availability check, assign the checking rule in this table. The checking rule, together with the checking group from the material master of the component, determines the scope of the check (ATP quantity calculation and check with or without the replenishment lead time). In addition, you specify for each operation in the checking control whether availability is to be checked automatically. For the “create” operation, you can also specify whether a planned order can be converted to a production order in collective conversion if there is a shortage of material. For the “release” operation, you can specify whether a production order can be released even though there is a shortage of material.

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You also specify here whether availability should be checked automatically when you save a production order after having made a relevant change. Note: The checking rule for the availability check of planned orders is defined for each plant when the plant parameters are maintained.

Figure 35: Partial vs Full Confirmation Logic

In the production scheduling profile, you decide whether the ATP check is to be carried out in the production order according to full or partial confirmation logic. You can assign a production scheduling profile to a material (work scheduling screen in the material master record) or to the production scheduler (Customizing). The assignment to the material takes priority. The production scheduling profile is copied to the production order when the order is created. Full confirmation logic: In general, the system attempts to confirm the entire requirement quantity of a component if the ATP quantity allows. When full confirmation logic is used, all components are therefore confirmed according to their availability. Partial confirmation logic: If you want to make sure that only the quantities required in production are confirmed, you can use a partial quantity confirmation. When a partial quantity confirmation is used, all components are confirmed in relation to their quantity. All of the checked components then receive a confirmed quantity in the amount of the component with the lowest, relative confirmed quantity (confirmation factor).

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Interpreting the Results of the Availability Check

Figure 36: Evaluating the Results of the ATP Check

The following locations provide information about the result of the availability check: •

Availability log: This contains the result of the check (that is, whether all components are available), a list of missing parts, and a list of reservations that could not be checked (for example, because the material master data was not maintained). The log is not saved if you leave order processing.

•

Missing parts list: This lists missing parts, reservations that could not be checked (for example, because material master data was not maintained), all checked components, and the date on which other components are available. The missing parts list is not saved if you leave order processing.

•

Missing parts overview: This contains a list of missing parts, enables you to process them (for example, by changing the requirement quantity or issue storage location), and provides the date on which all components are available. The missing parts overview always displays the results of the latest availability check, regardless of whether you have left order processing in the meantime.

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Exercise 5: ATP Check in Manufacturing Exercise Objectives After completing this exercise, you will be able to: • Check the availability of material components in production orders • Interpret the results of the ATP check in the production order • Configure the Customizing settings for the ATP check for production orders

Business Example Before you start to process a production order, you can check whether the material components assigned to the production order are or will be available on the requirement date. To do this, you can use the ATP check.

Task 1: Familiarize yourself with the ATP check in conjunction with production orders. 1.

2.

Create a production order for material R-F1## in plant 1000 Hamburg with a quantity of 10 pieces. Enter two weeks from today as the production end date. Do not save the production order yet. Material

R-F1##

Production Plant

1000

Order Type

PP01

Total Qty

10 PC

Basic Finish Date

Today + 14 days

Check the status of your production order. Has the availability of the material components already been checked? ________________________________________________________________

3.

Which material components are required to construct pump R-F1##? In the production order, call the component overview. Material

Requirement Quantity

1. Component 3 2. Component 2 3. Component 3 4. Component 1 Continued on next page

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4.

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To which operation are the material components assigned? Component

Operation

R-B1## R-B2## R-B3## R-B4## 5.

On which date are the material components required in production? Determine the requirement dates of the material components. Component

Reqmt Date

R-B1## R-B2## R-B3## R-B4## 6.

Now check the availability of the material components. Check the availability for the entire order. For your analysis, use the availability check log and the missing parts list. Are all components available on the requirement date? Interpret the result. Which confirmation proposals are possible? What is the check scope of the ATP check? In particular, determine the checking group and the checking rule of the ATP check. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________

7.

Save the production order and note the document number. Production order:______________________________________________

Continued on next page

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Task 2: Produce the missing material component R-B3##. 1.

Create a production order for material R-B3## in plant 1000 Hamburg with a quantity of 10 pieces. You can start production in three working days. Check the availability of the material components for the order. Then save the production order and note the document number. ________________________________________________________________ Material

R-B3##

Production Plant

1000

Order Type

PP01

Total Qty

10 PC

Basic Start Date

Today plus 3 working days

Scheduling Type

1 (Forwards)

Task 3: Recheck the availability for the production order from task 1, step 7. 1.

Check the availability for the production order of material R-F1## again. Are all material components now available on the requirement date? Can the system propose an overall confirmation date? Analyze and interpret the result of the availability check. To do so, also use the missing parts list of the production order. ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ Overall confirmation date:___________________________________ Hint: Do not forget to make a note of the “overall confirmation date”. You will need this date in step 2 of this task. Hint: Do not save the production order yet. Remain in production order processing for step 2.

Continued on next page

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2.

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Change the basic finish date of the production order for material R-F1## (for the document number, see task 1, step 7) to the possible “overall confirmation date” of the production order. Hint: You made a note of the “overall confirmation date” of the production order in step 1 of this task (task 3).

3.

Check the availability for the production order again.

4.

Check the cumulated ATP quantity in the production order for material component R-B3## and assess the situation. ________________________________________________________ ________________________________________________________ ________________________________________________________

5.

Save the production order.

Task 4: Check the Customizing settings of the availability check for production orders. Hint: Do not change the following settings, otherwise the other participants will not be able to complete the exercise! 1.

Where is the Customizing setting that controls whether availability is checked automatically when you create or release a production order?

2.

Check the “check control” for the “Create Order” operation for order type PP01 in plant 1000. a) Is availability checked automatically when you create an order? ________________________________________________________________ ________________________________________________________________ b) Is availability checked automatically when you save the production order? ________________________________________________________________ ________________________________________________________________ Continued on next page

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c) Which check method is generally used to check the availability of the material components? ________________________________________________________________ ________________________________________________________________ d) Which checking rule is used to determine the scope of the ATP check? ________________________________________________________________ ________________________________________________________________ e) If material components are not available, how does the system respond when you convert planned orders to production orders? Is the conversion possible? ________________________________________________________________ ________________________________________________________________ 3.

Check the “check control” for the “Release Order” operation for order type PP01 in plant 1000. a) Is availability checked automatically when you release an order? ________________________________________________________________ ________________________________________________________________ b) Is availability checked when you save a production order after making a relevant change? ________________________________________________________________ ________________________________________________________________ c) Which check method is generally used to check the availability of the material components? ________________________________________________________________ ________________________________________________________________ d) Which checking rule is used to determine the scope of the ATP check during release? ________________________________________________________________ ________________________________________________________________ e) Can a production order be released despite a shortage of material components? ________________________________________________________________ ________________________________________________________________ Continued on next page

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Check the definition of the check scope for the ATP check that can be carried out in conjunction with creating a production order with order type PP01 in plant 1000 and for material R-F1##. a) Is the safety stock taken into account when the ATP quantity is calculated? ________________________________________________________________ b) Is the replenishment lead time included in the ATP check? ________________________________________________________________ c) On which “level” is the ATP check carried out? At plant level or at plant and storage location level? ________________________________________________________________ d) Are sales requirements included when the ATP quantity is calculated? ________________________________________________________________ Hint: You determined the checking group of material R-F1## in plant 1000 in Task 1, step 6 of this exercise. You also examined the checking rule of the ATP check in Task 4 step 2.

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Solution 5: ATP Check in Manufacturing Task 1: Familiarize yourself with the ATP check in conjunction with production orders. 1.

Create a production order for material R-F1## in plant 1000 Hamburg with a quantity of 10 pieces. Enter two weeks from today as the production end date. Do not save the production order yet. Material

R-F1##

Production Plant

1000

Order Type

PP01

Total Qty

10 PC

Basic Finish Date

Today + 14 days

a)

SAP Easy Access: Logistics → Production → Shop Floor Control → Order → Create → With Material Material

R-F1##

Production Plant

1000

Order Type

PP01

Enter Total Qty

10 PC

Basic Finish Date

Today + 14 days

Enter 2.

Check the status of your production order. Has the availability of the material components already been checked? ________________________________________________________________ a)

On the Create Production Order: Header screen, choose the Status icon (white “i” in the blue square). The availability status of the production order is “MANC”, material availability not checked.

3.

Which material components are required to construct pump R-F1##? In the production order, call the component overview. Continued on next page

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Material

Requirement Quantity

1. Component 3 2. Component 2 3. Component 3 4. Component 1 a)

4.

On the Create Production Order: Header screen, choose Goto → Overviews → Components. Material

Requirement Quantity

1. Component 1

R-B1##

10 PC

2. Component 2

R-B2##

10 PC

3. Component 3

R-B3##

10 PC

4. Component 4

R-B4##

10 PC

To which operation are the material components assigned? Component

Operation

R-B1## R-B2## R-B3## R-B4## a)

On the Create Production Order: Header screen, choose Goto → Overviews → Components. On the Create Production Order: Component Overview screen, you find the “Operation” in the corresponding column in the Component Overview table. Component

Operation

R-B1##

0010

R-B2##

0010

R-B3##

0010

R-B4##

0010

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5.

On which date are the material components required in production? Determine the requirement dates of the material components. Component

Reqmt Date

R-B1## R-B2## R-B3## R-B4## a)

On the Create Production Order: Header screen, choose Goto → Overviews → Components. On the Create Production Order: Component Overview screen, you find the “Requirement Date” in the corresponding column in the Component Overview table. Component

Requirement Date

R-B1##

Today + 7 days

R-B2##

Today + 7 days

R-B3##

Today + 7 days

R-B4##

Today + 7 days

All material components are assigned to operation 0010 “provision of material and production resources and tools according to the pick list” and therefore have the same requirement date. 6.

Now check the availability of the material components. Check the availability for the entire order. For your analysis, use the availability check log and the missing parts list. Are all components available on the requirement date? Interpret the result. Which confirmation proposals are possible? What is the check scope of the ATP check? In particular, determine the checking group and the checking rule of the ATP check. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Continued on next page

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a)

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On the Create Production Order: Header screen, choose Functions → Availability Check → Material - ATP. In the Availability Check dialog box, you are “informed about a material shortage.”

b)

c)

Call the log. A total of two messages are collected. Display the log. Message type I

Itm 0030 R-B3##: Shortage: 10 PC

Message type W

Order %00000000001 has missing parts

First call the missing parts list for the production order. To do so, return to the Create Production Order: Header screen. Choose Goto → Missing Parts → Missing Parts List. The Availability Check screen contains the following information: No. of components checked: 4 Missing parts: 1 Overall confirmation date could not be determined Material

R-B3##

Plant

1000

Storage Location

0001

Storage Location

0001

Requirement Quantity

10 PC

Confirmed Quantity

0

ATP Quantity

0

Requirement Date

One week from today

Committed Date

31.12.9999

Quantity confirmed during the ATP check

Specifies the date on which the requirement quantity is available. 9999 means that no confirmation can be proposed.

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d)

Now call the availability check again for material component R-B3##. To do so, select the “missing parts item” on the Availability Check screen and choose Goto → Check Availability. The Confirmation Proposal screen indicates that the requirement quantity cannot be confirmed and that no confirmation can be proposed.

e)

Check the cumulated ATP quantity of component R-B3## in plant 1000, storage location 0001. To do so, choose Goto → Availability Overview on the Confirmation Proposal screen. The Availability Overview screen contains the following information: Time

Location

Cumulated ATP

Today

Plant 1000

0

On requirement date

Plant 1000

0

Future

Plant 1000

0

Today

Storage location 0001 0

On requirement date

Storage location 0001 0

Future

Storage location 0001 0

No cumulated ATP quantity is available on the requirement date or in the future. Therefore, a confirmation or confirmation proposal is not possible. Here, you find the ATP check for the checking group (Avail. Check) and the checking rule:

f)

7.

Avail. Check

02

Check. Rule

PP

Check the calculation of the ATP quantity (scope of check). On the Availability Overview screen, choose Goto → Display Scope of Check. “All production orders” are included in the ATP quantity calculation along with other receipts and requirements.

Save the production order and note the document number.

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Production order:______________________________________________ a)

Leave the scope of check display.

b)

Exit the availability overview. Choose Goto → Back.

c)

Leave the confirmation proposal. Choose Edit → Continue.

d)

Leave the Availability Check screen (missing parts list). Choose List → Exit.

e)

On the Create Production Order: Header screen, choose Order → Save to save the production order. Make a note of the document number.

Task 2: Produce the missing material component R-B3##. 1.

Create a production order for material R-B3## in plant 1000 Hamburg with a quantity of 10 pieces. You can start production in three working days. Check the availability of the material components for the order. Then save the production order and note the document number. ________________________________________________________________ Material

R-B3##

Production Plant

1000

Order Type

PP01

Continued on next page

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Total Qty

10 PC

Basic Start Date

Today plus 3 working days

Scheduling Type

1 (Forwards)

a)

SAP Easy Access: Logistics → Production → Shop Floor Control → Order → Create → With Material Material

R-B3##

Production Plant

1000

Order Type

PP01

“Enter” Total Qty

10 PC

Basic Start Date

Today plus 3 working days

Scheduling Type

1 (Forwards)

Enter b)

On the Create Production Order: Header screen, choose Functions → Availability Check → Material - ATP. In the status bar, the system issues the message: “All checked materials in order are available”.

c)

On the Create Production Order: Header screen, choose Order → Save to save the production order. Make a note of the document number.

Task 3: Recheck the availability for the production order from task 1, step 7. 1.

Check the availability for the production order of material R-F1## again. Are all material components now available on the requirement date? Can the system propose an overall confirmation date? Analyze and interpret the result of the availability check. To do so, also use the missing parts list of the production order. ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ Continued on next page

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Overall confirmation date:___________________________________ Hint: Do not forget to make a note of the “overall confirmation date”. You will need this date in step 2 of this task. Hint: Do not save the production order yet. Remain in production order processing for step 2. a)

SAP Easy Access: Logistics → Production → Shop Floor Control → Order → Change Order

b)

Document number from task 1, step 7

On the Create Production Order: Header screen, choose Functions → Availability Check → Material – ATP.. In the Availability Check dialog box, you are informed about a “material shortage.”

c)

Call the missing parts list for the production order. The Availability Check screen contains the following information: No. of components checked: 4 Missing parts: 1 Overall confirmation date: xx.xx.xxxx Hint: Do not forget to make a note of the “overall confirmation date”. You will need this date in step 2 of this task. Material

R-B3##

Plant

1000

Storage Location

0001

Storage Location

0001

Requirement Quantity

10 PC

Confirmed Quantity

0

Quantity confirmed during the ATP check

Continued on next page

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d)

ATP Quantity

0

Requirement Date

One week from today

Confirmed Date

xx.xx.xxxx

Specifies the date on which the requirement quantity is available

Now call the availability check again for material component R-B3##. To do so, select the “missing parts item” on the Availability Check screen and choose Goto → Check Availability. The Confirmation Proposal screen indicates that the requirement quantity cannot be confirmed on the requirement date. However, the system can issue a complete confirmation at a later time.

e)

Check the cumulated ATP quantity of component R-B3## in plant 1000, storage location 0001. To do so, choose Goto → Availability Overview on the Confirmation Proposal screen. The Availability Overview screen contains the following information: Hint: Display the individual records. To do so, choose Settings → All Details. Time

Location

Cumulated ATP

Today

Plant 1000

0

On requirement date

Plant 1000

0

Future

Plant 1000

10

Today

Storage location 0001 0

On requirement date

Storage location 0001 0

Future

Storage location 0001 10

No cumulated ATP quantity is available on the requirement date. Since production orders are included in the scope of the check, the ATP quantity of the production order for material component R-B3## is included when the cumulated ATP quantity is calculated. As a result, a confirmation could be issued after the planned basic finish date of this production order.

Continued on next page

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2.

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Change the basic finish date of the production order for material R-F1## (for the document number, see task 1, step 7) to the possible “overall confirmation date” of the production order. Hint: You made a note of the “overall confirmation date” of the production order in step 1 of this task (task 3). a)

Leave the availability overview if necessary. Choose Goto → Back.

b)

Leave the confirmation proposal if necessary. Choose Edit → Continue.

c)

Leave the Availability Check screen if necessary (missing parts list). Choose List → Exit.

d)

On the Change Production Order: Header screen, choose the General tab page and enter the overall confirmation date in the Basic Finish Date field. (see task 3, step 1). Schedule the production order again. Choose Functions → Schedule → Order.

3.

Check the availability for the production order again. a)

On the Create Production Order: Header screen, choose Functions → Availability Check → Material - ATP. In the status bar, the system issues the message: “All checked materials in order x are available”.

4.

Check the cumulated ATP quantity in the production order for material component R-B3## and assess the situation. ________________________________________________________ ________________________________________________________ ________________________________________________________ a)

On the Change Production Order: Header screen, choose Goto → Overviews → Components. On the Change Production Order: Component Overview screen, select material component R-B3## and choose Component Availability. On the Confirmation Proposal screen, choose Goto → Availability Overview. The Availability Overview screen indicates that the requirement date of material component R-B3## is after the receipt element “production order” and therefore the requirement of material component R-B3## can be confirmed based on the receipt of the ATP quantity. Continued on next page

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5.

Save the production order. a)

Leave the availability overview. Choose Goto → Back.

b)

Leave the confirmation proposal. Choose Edit → Continue.

c)

On the Production Order Change: Component Overview screen, choose Order → Save to save the production order.

Task 4: Check the Customizing settings of the availability check for production orders. Hint: Do not change the following settings, otherwise the other participants will not be able to complete the exercise! 1.

Where is the Customizing setting that controls whether availability is checked automatically when you create or release a production order? Answer: In the IMG: Production → Shop Floor Control → Operations → Availability Check → Define Checking Control, you determine whether an automatic check is to be carried out for each plant, production order type, and operation (create/release).

2.

Check the “check control” for the “Create Order” operation for order type PP01 in plant 1000. a) Is availability checked automatically when you create an order? ________________________________________________________________ ________________________________________________________________ b) Is availability checked automatically when you save the production order? ________________________________________________________________ ________________________________________________________________ c) Which check method is generally used to check the availability of the material components? ________________________________________________________________ ________________________________________________________________ d) Which checking rule is used to determine the scope of the ATP check? ________________________________________________________________ ________________________________________________________________

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e) If material components are not available, how does the system respond when you convert planned orders to production orders? Is the conversion possible? ________________________________________________________________ ________________________________________________________________ a)

Production → Shop Floor Control → Operations → Availability Check → Define Checking Control On the screen “Change View “Order Control”: Overview,” select the row: Plant

1000

Order Type

PP01

Business Function

1

Choose Goto → Details to access the screen “Change View “Order Control”: Details”.

b)

c)

Parameter

Attribute

Significance

No check

Selected

When you create an order, availability is not checked automatically.

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 1. Parameter

Attribute

Significance

Check material availability when saving order

Not selected

When you save the production order, availability is not checked.

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 1. Parameter

Attribute

Significance

Component Check Type

“Blank”

Availability of the material components is generally checked using an ATP check. Continued on next page

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d)

e)

3.

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 1. Parameter

Value

Checking Rule

PP

Meaning

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 1. Parameter

Attribute

Significance

Collect. Conversion

2

Planned orders can be converted as part of a collective conversion, despite a shortage of material components.

Check the “check control” for the “Release Order” operation for order type PP01 in plant 1000. a) Is availability checked automatically when you release an order? ________________________________________________________________ ________________________________________________________________ b) Is availability checked when you save a production order after making a relevant change? ________________________________________________________________ ________________________________________________________________ c) Which check method is generally used to check the availability of the material components? ________________________________________________________________ ________________________________________________________________ d) Which checking rule is used to determine the scope of the ATP check during release? ________________________________________________________________ ________________________________________________________________ e) Can a production order be released despite a shortage of material components? ________________________________________________________________ Continued on next page

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________________________________________________________________ a)

IMG: Production → Shop Floor Control → Operations → Availability Check → Define Checking Control On the screen “Change View “Order Control”: Overview,” select the row: Plant

1000

Order Type

PP01

Business Function

2

Choose Goto → Details to access the screen “Change View “Order Control”: Details”.

b)

c)

d)

Parameter

Attribute

Significance

No check

Selected

When you release an order, availability is not checked automatically.

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 2. Parameter

Value

Meaning

Check material availability when saving order

not selected

When you save the production order, availability is not checked.

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 2. Parameter

Attribute

Significance

Component Check Type

“Blank”

Availability of the material components is generally checked using an ATP check.

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 2.

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e)

4.

Parameter

Value

Checking rule

PP

Meaning

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 2. Parameter

Attribute

Significance

Release Material

1

The processor decides whether the production order is released if material components are not available.

Check the definition of the check scope for the ATP check that can be carried out in conjunction with creating a production order with order type PP01 in plant 1000 and for material R-F1##. a) Is the safety stock taken into account when the ATP quantity is calculated? ________________________________________________________________ b) Is the replenishment lead time included in the ATP check? ________________________________________________________________ c) On which “level” is the ATP check carried out? At plant level or at plant and storage location level? ________________________________________________________________ d) Are sales requirements included when the ATP quantity is calculated? ________________________________________________________________ Hint: You determined the checking group of material R-F1## in plant 1000 in Task 1, step 6 of this exercise. You also examined the checking rule of the ATP check in Task 4 step 2. a)

IMG: Production → Shop Floor Control → Operations → Availability Check → Define Scope of Check Select the row containing: Avail

02

CRI

PP Continued on next page

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Once you have selected this row, choose Goto → Details. You then branch to the screen “Change View “Availability Check Control”: Details”.

b)

c)

d)

Parameter

Attribute

Significance

Include Safety Stock

Not selected

The safety stock is not included when the cumulated ATP quantity is calculated.

On the screen “Change View “Availability Check Control”: Details” for checking group 02 and checking rule PP: Parameter

Attribute

Significance

Check Without RLT

Selected

The ATP check is carried out without taking into account the replenishment lead time.

On the screen “Change View “Availability Check Control”: Details” for checking group 02 and checking rule PP: Parameter

Attribute

Significance

No Stor. Loc. Inspectn

Not selected

The ATP check is carried out at the level of plant/storage location.

On the screen “Change View “Availability Check Control”: Details” for checking group 02 and checking rule PP: Parameter

Attribute

Include Sales Reqmts Selected

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Significance The cumulated ATP quantity is calculated taking into account the confirmed sales requirements.

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Lesson: ATP Check in Manufacturing

Lesson Summary You should now be able to: • Explain how the availability check for material components is carried out and controlled on the basis of the ATP quantity • Interpret the results of the availability check

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Lesson: ATP Check in Materials Management Lesson Overview This lesson introduces the use of the ATP check in Materials Management. When you work with stock transport orders, it may be useful to check the availability in the delivery plant. The ATP check can also be used for material reservations and stock postings. This lesson presents the checking processes. You will also learn how to configure the underlying Customizing settings and interpret the results of the availability checks.

Lesson Objectives After completing this lesson, you will be able to: • • •

Check availability based on the ATP quantity for stock transport requisitions, stock transport orders, and replenishment deliveries Check availability on the basis of the ATP quantity for material reservations and stock postings Interpret the results of the availability check

Business Example As part of plant-to-plant stock transfers, material availability in the delivery plant has to be checked on the basis of the stock transport order, or even on the basis of the stock transport requisition. It may also be useful to check the material availability for material reservations and stock postings. You want to use the ATP check for these checks.

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ATP Check as Part of Stock Transfers

Figure 37: Availability Checks as Part of Stock Transfers

When stock is transferred between two plants, it is useful to check the availability of the materials in the delivery plant and reserve them for the receiving plant when you create the stock transport order. An additional availability check can also be carried out when the outbound delivery is created in the delivery plant. This is useful since the ATP quantity may have changed in the time between creating the stock transport order and creating the outbound delivery. If required, you can also check the availability in the delivery plant when the purchase requisition is created. To do so however, you must create a stock transport requisition. In other words, the items in the purchase requisitions must have item category U (stock transfer) and the delivery plant has to be specified for each item.

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Figure 38: Configuring the ATP Check for Stock Transport Orders

The availability check for stock transport orders must be defined for the material and configured in the Customizing settings. To be specific, this means that a checking group must be entered for the delivery plant in the material master, and that in Customizing, a checking rule must be assigned to the purchasing document type of the stock transport order (in the standard system, this is document type UB) in the delivery plant. For this combination of checking group and checking rule, the necessary check control or scope of check must be defined. If this is the case, the availability of the stock transport item is checked on the material availability date of the item. If the check is successful, it runs unnoticed. If the check is not successful, the system response is dependent on Customizing for the “availability check rule.” In general, the check generates a warning message or log entry. In addition, the system can select the delivery proposal independently based on the Customizing setting of the “availability check rule,” or it can branch to a user screen where the user chooses the appropriate delivery proposal. The result of the availability check is documented in the item details on the Delivery Schedule tab page in the form of one or more schedule lines. Note: SAP Note 885177 “Stock Transfer in Purchasing: New Schedule Line Purchasing” describes the different options for displaying the result of the availability check in the stock transport order. Requirements from stock transport orders can be revised as part of back order processing or rescheduling.

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Figure 39: Configuring the ATP Check for Replenishment Deliveries

If the stock transfer is processed on the basis of an outbound delivery, another ATP check can be carried out when the outbound delivery is created. The system determines the checking control necessary for this using the checking group of the material and the checking rule of the delivery document. In the standard system, the assignment of the checking rule to the delivery is hard-coded. For availability of the outbound delivery item to be checked, the availability check must be active for the outbound delivery item type.

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Figure 40: ATP Check as Part of the Stock Transport Requisition

If you want to check availability when you create the stock transport requisition, a check rule is assigned in Customizing for the purchasing document type used to control purchase requisitions, depending on the delivery plant. Together with the checking group of the material, this determines how the availability check is processed. The ATP check is controlled in the same way as the availability check in Sales and Distribution.

Dynamic Availability Check in Relation to Reservations and Goods Movements In Customizing, you can activate the dynamic availability check for creating reservations and goods movements. It is then carried out in addition to the hard-coded, static availability check. Static availability check The static availability check is carried out when the goods issue is posted and refers to this date. During the check, only the stocks that are currently available are taken into account – not the confirmed stock! The static availability check is programmed and cannot be changed in Customizing. Dynamic availability check The dynamic availability check refers to the requirement date. All receipts and issues are included as defined by the scope of the check. You can also configure the dynamic availability check to include the replenishment lead time. For example, there is a requirement in four weeks that it is not currently covered by the

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existing stock. However, since the replenishment lead time is just one week, the requirement can be confirmed. The dynamic availability check must be activated based on the material and the movement type or transaction code.

Figure 41: Configuring the Dynamic Availability Check

In the material master record, a checking group must be entered for the availability check (in the standard system, on the MRP 3 or Sales: General/Plant Data tab page). For the goods receipt, goods issue/stock transfer, and reservation operations, set the indicator for the dynamic availability check for each relevant movement type. Examine which checking rules you want to use for which operations. Then assign the checking rules to the transactions for which the dynamic availability check is to be carried out. Depending on the checking rule and group, you then specify which elements (stocks, receipts, and issues) are to be included in the dynamic availability check, and whether the replenishment lead time should also be taken into account. Note: When you post a goods issue with transaction MIGO, transaction MIGO_GI is executed in the background. You must therefore enter the checking rules for goods receipts for transaction MIGO_GI.

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Exercise 6: ATP Check in Materials Management Exercise Objectives After completing this exercise, you will be able to: • Configure the ATP check for stock transfers, material reservations, and goods issue postings • Interpret the results of the ATP check in Materials Management

Business Example To provide consistent and reliable supplier confirmations that correspond to Sales and Distribution, you want to use the ATP check for plant-to-plant stock transfers. When you create the stock transport order, availability is to be checked in the supplying plant. The stock transfer requirement is also to be “reserved” in the supplying plant. In addition, the stock transport order is to be included in the ATP quantity calculation in the receiving plant as a planned receipt. When you enter material reservations, you also want to include sales and stock transfer requirements that have already been confirmed, or you want to include confirmed material reservations in the ATP checks in Sales and Distribution. For goods movement postings, you want to use the dynamic availability check along with the static availability check.

Task 1: Check the stocks of material T-AC3## in your company. You require the material in plant 1400 Stuttgart. Transfer material T-AC3## from plant 1200 Dresden to Stuttgart. 1.

Call the stock overview for material T-AC3##. How many meters of cable are there in plant 1200 Dresden? What is the stock in plant 1400 Stuttgart? Plant 1200:_______________________________________________________ Plant 1400:_______________________________________________________

2.

Check the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. To do so, call the “Availability Overview” transaction.

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3.

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Material

T-AC3##

Plant

1200

Checking Rule

RP

Date

Location

Cumulated ATP Quantity

Today

Plant 1200

Today

Plant 1200/Storage location 0001

One month from today

Plant 1200

One month from today

Plant 1200/Storage location 0001

Since material T-AC3## is required urgently in plant 1400 Stuttgart, you decide to transfer 1,500 meters from plant 1200 Dresden to plant 1400. To do so, create a stock transport order. Caution: Do not save the stock transport order yet.

4.

Order Type

UB

Supplying Plant

1200 Dresden

Purch. Org.

1000

Purch. Group

000

Company Code

1000

Material

T-AC3##

PO Quantity

1500

Deliv. Date

Today

Plant

1400

Storage Location

0001

What is the maximum number of meters of T-AC3## that can be transferred from plant 1200? ________________________________________________________________

5.

How does the system respond if you enter a stock transfer quantity of 3,000 meters for material T-AC3##? Check the schedule line(s) of the order item and interpret the information. ________________________________________________________________ Continued on next page

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________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 6.

Which checking group and rule are used for the ATP check? ________________________________________________________________ ________________________________________________________________

7.

How is the scope of the ATP check defined? Are inbound deliveries and released requirements taken into account when the cumulated ATP quantity is calculated? ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________

8.

Change the PO quantity back to the required 1,500 meters and save the stock transport order. Make a note of the document number. ________________________________________________________________

9.

Once you have entered the stock transport order, recheck the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. To do so, call the “Availability Overview” transaction. Material

T-AC3##

Plant

1200

Checking Rule

RP

Date

Location

Today

Plant 1200

Today

Plant 1200/Storage location 0001

Cumulated ATP Quantity

________________________________________________________________ ________________________________________________________________ ________________________________________________________________

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10. Now check the cumulated ATP quantity of material T-AC3## in plant 1400 Stuttgart and assess the ATP situation. To do so, call the transaction “Availability Overview”. Material

T-AC3##

Plant

1400

Checking Rule

RP

Date

Location

Today

Plant 1400

End date of the goods receipt of the stock transport order

Plant 1400

Cumulated ATP Quantity

________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 11. Now deliver the stock transport order. Make a note of the outbound delivery document number. Outbound delivery:_________________________________________________ 12. Now check the cumulated ATP quantity in plants 1200 and 1400 again. Interpret the information. Date

Location

Today

Plant 1200

Today

Plant 1400

End date of the goods receipt of the stock transport order

Plant 1400

Cumulated ATP Quantity

________________________________________________________________ ________________________________________________________________ ________________________________________________________________

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13. Now execute picking and the goods issue posting on the basis of the outbound delivery. 14. Now check the cumulated ATP quantity in plants 1200 and 1400 again. Interpret the information. Date

Location

Today

Plant 1200

Today

Plant 1400

End date of the goods receipt of the stock transport order

Plant 1400

Cumulated ATP Quantity

________________________________________________________________ ________________________________________________________________ ________________________________________________________________

Task 2: Now analyze the Customizing settings for the ATP check for stock transport orders. 1.

Check the Customizing settings for the ATP check for the stock transport order. Note: Do not change the Customizing settings since the exercises for all participants are based on this configuration! In which Customizing table is the checking rule for the ATP check defined as part of stock transport orders? ________________________________________________________________ ________________________________________________________________

2.

On which criteria does the definition of the checking rule depend? ________________________________________________________________ ________________________________________________________________

3.

Check the attribute of the “Rule for Adoption of ATP Results in Purchasing” field. Which delivery schedule process is active? ________________________________________________________________ ________________________________________________________________ Continued on next page

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4.

Check the “availability check control” for checking group 02 and checking rule RP.

5.

In Customizing, where are the “checking rules” defined that are then assigned to the order type and delivery plant?

Task 3: Familiarize yourself with the dynamic availability check as part of material reservations. 1.

First check the Customizing settings of the availability check for material reservations. Which checking rules are used in the availability check when you create and change material reservations? ________________________________________________________________ ________________________________________________________________

2.

Where is the “checking group” that is relevant for the availability check defined?

3.

Examine the checking group of material T-AC4## in plant 1200 Dresden. Checking group:____________________________________________________

4.

Check the “scope of the check” or the “availability check control” of checking group 02/checking rule 03.

5.

How and where is the dynamic availability check activated for material reservations?

6.

Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”. Dynamic availability check:_________________________________ Continued on next page

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7.

8.

Now create a material reservation for material T-AC4## in plant 1200 Dresden. Do not save the reservation yet. Base Date

Two weeks from today

Movement Type

201

Plant

1200

G/L Account

410000

Cost Center

1000

Material

T-AC4##

Quantity

1500

SLoc

0001

Check the ATP situation. What is the cumulated ATP quantity on the requirement date of the reservation? ________________________________________________________________ ________________________________________________________________

9.

What is the checking group and rule of the ATP check? ________________________________________________________________ ________________________________________________________________

10. Save the reservation and make a note of the document number. Reservation:__________________________________________________

Task 4: Now process the dynamic availability check as part of goods issue postings. 1.

Before you post the goods issue for “your” reservation, check the activation of the dynamic availability check for goods issue postings. Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”. Dynamic availability check:__________________________________

2.

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Now post the goods issue for “your” reservation from task 2, step 10. Note that transaction MIGO issues warning messages only if requested.

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Solution 6: ATP Check in Materials Management Task 1: Check the stocks of material T-AC3## in your company. You require the material in plant 1400 Stuttgart. Transfer material T-AC3## from plant 1200 Dresden to Stuttgart. 1.

Call the stock overview for material T-AC3##. How many meters of cable are there in plant 1200 Dresden? What is the stock in plant 1400 Stuttgart? Plant 1200:_______________________________________________________ Plant 1400:_______________________________________________________ a)

Logistics → Materials Management → Inventory Management → Environment → Stock → Stock Overview Material

T-AC3##

Program → Execute Plant 1200: 2,000 meters Plant 1400: 0 meters 2.

Check the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. To do so, call the “Availability Overview” transaction. Material

T-AC3##

Plant

1200

Checking Rule

RP

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Date

Location

Today

Plant 1200

Today

Plant 1200/Storage location 0001

One month from today

Plant 1200

One month from today

Plant 1200/Storage location 0001

a)

Cumulated ATP Quantity

Logistics → Sales and Distribution → Sales → Environment → Availability Overview

b) Material

T-AC3##

Plant

1200

Checking Rule

RP

Enter c) Date

Location

Cumulated ATP Quantity

Today

Plant 1200

2000

Today

Plant 1200/Storage location 0001

2000

One month from today

Plant 1200

2000

One month from today

Plant 1200/Storage location 0001

2000

The cumulated ATP quantity of material T-AC3## in plant 1200 Dresden, storage location 0001 is 2,000 meters for the current date and in the future. There are no confirmed requirements. There are also no planned receipts for material T-AC3## in plant 1200. As a result, a requirement in plant 1200 can be confirmed in an amount up to 2,000 meters.

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Since material T-AC3## is required urgently in plant 1400 Stuttgart, you decide to transfer 1,500 meters from plant 1200 Dresden to plant 1400. To do so, create a stock transport order. Caution: Do not save the stock transport order yet. Order Type

UB

Supplying Plant

1200 Dresden

Purch. Org.

1000

Purch. Group

000

Company Code

1000

Material

T-AC3##

PO Quantity

1500

Deliv. Date

Today

Plant

1400

Storage Location

0001

a)

Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known Order Type

UB

Supplying Plant

1200 Dresden

Purch. Org.

1000

Purch. Group

000

Company Code

1000

Material

T-AC3##

PO Quantity

1500

Deliv. Date

Today

Plant

1400

Storage Location

0001

Confirm the system message “Can delivery date be met? Realistic delivery date: XX.XX.XXXX” by pressing ENTER. 4.

What is the maximum number of meters of T-AC3## that can be transferred from plant 1200?

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________________________________________________________________ a)

5.

On the Create Purchase Order screen, choose Environment → Availability. The cumulated ATP quantity of material T-AC3## on the requirement date is 2,000 meters. As a result, a maximum of 2,000 meters can be confirmed.

How does the system respond if you enter a stock transfer quantity of 3,000 meters for material T-AC3##? Check the schedule line(s) of the order item and interpret the information. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________

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________________________________________________________________ a)

6.

Return to the Create Purchase Order screen. Increase the PO Quantity of material T-AC3## to 3,000 meters. In the status bar, the system issues the message “Of material T-AC3##, only 2000 M are available on desired date”. In the item detail data, choose the Delivery Schedule tab page. Delivery Date

Today

Date specified by the user on which the schedule line quantity is required

Scheduled Quantity

3000

Quantity specified by the user (PO quantity) that is required on the delivery date

Committed Date

31.12.9999

On this date, the complete scheduled quantity specified is available in the delivery plant. December 31, 9999 means that the complete quantity is not available in the future or the system cannot issue a statement about it.

Committed Quantity

2000

Quantity available in the delivery plant on the specified date

Which checking group and rule are used for the ATP check? ________________________________________________________________ ________________________________________________________________ a)

7.

On the Create Purchase Order screen, choose Environment → Availability. The Availability Overview screen displays the Checking Group (Avail. Check) 02 and the Checking Rule RP.

How is the scope of the ATP check defined? Are inbound deliveries and released requirements taken into account when the cumulated ATP quantity is calculated? ________________________________________________________________ Continued on next page

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________________________________________________________________ ________________________________________________________________ ________________________________________________________________ a)

8.

On the Availability Overview screen, choose Goto → Display Scope of Check. Alongside other stocks, requirements, and receipts, the scope of the check contains shipping notifications (inbound deliveries) and released requirements.

Change the PO quantity back to the required 1,500 meters and save the stock transport order. Make a note of the document number. ________________________________________________________________ a)

9.

Return to the “Create Purchase Order” screen. Change the PO Quantity to 1500. Choose Purchase Order → Save to save the stock transport order.

Once you have entered the stock transport order, recheck the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. To do so, call the “Availability Overview” transaction. Material

T-AC3##

Plant

1200

Checking Rule

RP

Date

Location

Today

Plant 1200

Today

Plant 1200/Storage location 0001

Cumulated ATP Quantity

________________________________________________________________ ________________________________________________________________

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________________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material

T-AC3##

Plant

1200

Checking Rule

RP

“Enter” b) Date

Location

Cumulated ATP Quantity

Today

Plant 1200

500

Today

Plant 1200/Storage location 0001

2000

The stock transport order (release order) has reduced the cumulated ATP quantity by 1,500 meters. 10. Now check the cumulated ATP quantity of material T-AC3## in plant 1400 Stuttgart and assess the ATP situation. To do so, call the transaction “Availability Overview”. Material

T-AC3##

Plant

1400

Checking Rule

RP

Date

Location

Today

Plant 1400

End date of the goods receipt of the stock transport order

Plant 1400

Cumulated ATP Quantity

________________________________________________________________ ________________________________________________________________

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________________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material

T-AC3##

Plant

1400

Checking Rule

RP

Enter b) Date

Location

Cumulated ATP Quantity

Today

Plant 1400

0

End date of the goods Plant 1400 receipt of the stock transport order

1500

From the perspective of plant 1400 Stuttgart, the stock transport order is a planned receipt and therefore increases the cumulated ATP quantity. 11. Now deliver the stock transport order. Make a note of the outbound delivery document number. Outbound delivery:_________________________________________________ a)

Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Outbound Delivery → Create → Collective Processing of Documents Due for Delivery → Purchase Orders On the Purchase Orders, Fast Display screen, choose the Purchase Orders tab page. In the Purchasing Document field, enter the document number of “your” stock transport order (see step 8). Choose Program → Execute. Select the row with “your” stock transport order and choose Background to create the outbound delivery. Call the log for delivery creation and note the document number of the outbound delivery that you just created. To do so, choose Log for Delivery Creation. In the log, put your cursor on the group no line, then choose, then choose Documents. Continued on next page

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12. Now check the cumulated ATP quantity in plants 1200 and 1400 again. Interpret the information. Date

Location

Today

Plant 1200

Today

Plant 1400

End date of the goods receipt of the stock transport order

Plant 1400

Cumulated ATP Quantity

________________________________________________________________ ________________________________________________________________ ________________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material

T-AC3##

Plant

1200, and 1400 in second step

Checking Rule

RP

“Choose Enter“”” b) Date

Location

Cumulated ATP Quantity

Today

Plant 1200

500

Today

Plant 1400

0

End date of the goods Plant 1400 receipt of the stock transport order

1500

The released requirement (stock transport order) in plant 1200 has been converted to an (outbound) delivery. From the perspective of plant 1400 Stuttgart, the stock transport order is a planned receipt and therefore increases the cumulated ATP quantity.

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13. Now execute picking and the goods issue posting on the basis of the outbound delivery. a)

To pick the outbound delivery and post the goods issue, call the “Create Transfer Order” transaction. Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Picking → Create Transfer Order → Single Document Warehouse Number

012

Delivery

“Your” outbound delivery

Activate Item

Selected

Foreground/Background

Background

Adopt Pick Quantity

2

Confirm your entries with Enter. Picking and the goods issue posting are executed. 14. Now check the cumulated ATP quantity in plants 1200 and 1400 again. Interpret the information. Date

Location

Today

Plant 1200

Today

Plant 1400

End date of the goods receipt of the stock transport order

Plant 1400

Cumulated ATP Quantity

________________________________________________________________ ________________________________________________________________

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________________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material

T-AC3##

Plant

1200, and 1400 in second step

Checking Rule

RP

“Enter” b) Date

Location

Cumulated ATP Quantity

Today

Plant 1200

500

Today

Plant 1400

1500

In plant 1200, the delivery requirement has been deleted by the goods issue posting. Since the stock transfer is a “one-step procedure,” the goods issue posting in plant 1200 immediately triggers a goods receipt in plant 1400. The planned purchase order receipt has been deleted and the plant stock has increased.

Task 2: Now analyze the Customizing settings for the ATP check for stock transport orders. 1.

Check the Customizing settings for the ATP check for the stock transport order. Note: Do not change the Customizing settings since the exercises for all participants are based on this configuration! In which Customizing table is the checking rule for the ATP check defined as part of stock transport orders? ________________________________________________________________ ________________________________________________________________ a)

IMG path: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Assign Delivery Type and Checking Rule. In the IMG activity “Assign Delivery Type and Checking Rule,” you specify the checking rule that is used to determine the relevant “checking control” in conjunction with stock transport orders. Continued on next page

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2.

On which criteria does the definition of the checking rule depend? ________________________________________________________________ ________________________________________________________________ a)

3.

Call the IMG activity “Assign Delivery Type and Checking Rule.” The checking rule is assigned depending on the Document Type and Delivery Plant. On the “Change View “Stock Transfer Data”: Overview” screen, select the row containing Document Type UB and Delivery Plant 1200. Checking rule RP is assigned to document type UB and delivery plant 1200.

Check the attribute of the “Rule for Adoption of ATP Results in Purchasing” field. Which delivery schedule process is active? ________________________________________________________________ ________________________________________________________________ a)

4.

The “Change View “Stock Transfer Data”: Overview” screen contains the column Av.Ch.Rule. For order type UB and delivery plant 1200, the Av.Ch.Rule field is blank. Therefore, the standard procedure for delivery scheduling is active.

Check the “availability check control” for checking group 02 and checking rule RP. a)

IMG path: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Define Checking Rule Select the row containing checking group 02 and checking rule RP. Choose Goto → Details.

5.

In Customizing, where are the “checking rules” defined that are then assigned to the order type and delivery plant? a)

IMG path: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Create Checking Rule

Task 3: Familiarize yourself with the dynamic availability check as part of material reservations. 1.

First check the Customizing settings of the availability check for material reservations. Which checking rules are used in the availability check when you create and change material reservations? ________________________________________________________________

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________________________________________________________________ a)

IMG: Materials Management → Inventory Management and Physical Inventory → Reservation → Set Dynamic Availability Check On the Availability Check: Reservation screen, choose Transaction Code. Checking rule 03 is assigned to transaction codes MB21 “Create Reservation” and MB22 “Change Reservation.”

2.

Where is the “checking group” that is relevant for the availability check defined? Answer: The checking group is defined in the material master record. It can be defined for each plant on the tab pages Sales: General/Plant Data and MRP 3.

3.

Examine the checking group of material T-AC4## in plant 1200 Dresden. Checking group:____________________________________________________ a)

Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material

T-AC4##

Goto → Select View(s) View

Sales: General/Plant Data or MRP 3

Enter Plant

1200

Enter On the Display Material T-AC1## (Trading Goods) screen, choose the tab page Sales: General/Plant or MRP 3 to display the Availability Check field (checking group). Checking group for plant 1200: 02

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4.

Check the “scope of the check” or the “availability check control” of checking group 02/checking rule 03. a)

IMG: Materials Management → Inventory Management and Physical Inventory → Reservation → Set Dynamic Availability Check On the Availability Check: Reservation screen, choose Define Checking Rule. On the “Change View “Availability Check Control”: Overview” screen, select the entry containing checking group 02 and checking rule 03. Once you have selected this row, choose Goto → Details.

5.

How and where is the dynamic availability check activated for material reservations? Answer: The dynamic availability check for material reservations is activated depending on the movement type of the reservation. In addition, the system response for availability and shortages can also be configured at this level. If the availability check is unsuccessful, does the system issue a warning or error message? Does the system also issue a message if the availability check is successful?

6.

Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”. Dynamic availability check:_________________________________ a)

IMG: Materials Management → Inventory Management and Physical Inventory → Reservation → Set Dynamic Availability Check On the Availability Check: Reservation screen, choose Movement Type. On the “Change View “Availability Check Control”: Overview” screen, select the following entry: MvT

201

Val

Selected

Qua

Selected

S

Blank

Mvt

Blank

Rec

Blank

Cns

Blank

Dynamic avail. check: E 7.

Now create a material reservation for material T-AC4## in plant 1200 Dresden. Do not save the reservation yet.

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Base Date

Two weeks from today

Movement Type

201

Plant

1200

G/L Account

410000

Cost Center

1000

Material

T-AC4##

Quantity

1500

SLoc

0001

a)

Logistics → Materials Management → Inventory Management → Reservation → Create On the Create Reservation: Initial Screen screen, enter the following data: Base Date

Two weeks from today

Movement Type

201

Plant

1200

On the Create Reservation: New Items screen enter the following data: G/L Account

410000

Cost Center

1000

Material

T-AC4##

Quantity

1500

SLoc

0001

Confirm your entries with Enter. In the status bar, the system issues the message “On the XX.XX.XXXX, only 1000 PC available”. Confirm the warning message by choosing Enter. 8.

Check the ATP situation. What is the cumulated ATP quantity on the requirement date of the reservation? ________________________________________________________________ ________________________________________________________________ a)

9.

Check the ATP quantity. Choose Environment → Availability Overview. The cumulated ATP quantity on the requirement date is 1,000 pieces.

What is the checking group and rule of the ATP check? Continued on next page

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________________________________________________________________ ________________________________________________________________ a)

The checking group of the ATP check is 02 and the checking rule is 03.

10. Save the reservation and make a note of the document number. Reservation:__________________________________________________ a)

Post or save the reservation. Choose Reservation → Post. Make a note of the document number. Reservation:____________________________________________________

Task 4: Now process the dynamic availability check as part of goods issue postings. 1.

Before you post the goods issue for “your” reservation, check the activation of the dynamic availability check for goods issue postings. Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”. Dynamic availability check:__________________________________ a)

IMG: Materials Management → Inventory Management and Physical Inventory → Goods Issue / Transfer Postings → Set Up Dynamic Availability Check On the Availability Check: Goods Issue screen, choose Movement Type. On the “Change View “Dynamic Availability Check”: Overview” screen, select the following entry: MvT

201

Val

Selected

Qua

Selected

S

Blank

Mvt

Blank

Rec

Blank

Cns

Blank

Dynamic avail. check: E

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2.

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Now post the goods issue for “your” reservation from task 2, step 10. Note that transaction MIGO issues warning messages only if requested. a)

Logistics → Materials Management → Inventory Management → Goods Movement → Goods Movement (MIGO) Action

Goods Issue

Reference Document

Reservation

Reservation Number

“Your” reservation (task 3, step 10)

Choose Enter to confirm your data and copy the information from the reservation. In the SLoc field, enter 0001. Before you post the goods issue, choose Check to display any warning messages. The system issues the message: “On the XX.XX.XXXX, only 1000 PC available”. Confirm the warning message with Enter and post the goods issue. The 1,500 pieces of material T-AC4## that were reserved can be posted as a goods issue, even though 1,000 pieces of the 2,000-piece plant stock have been “reserved” for a sales order. The dynamic availability check generates a warning message only.

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Lesson: ATP Check in Materials Management

Lesson Summary You should now be able to: • Check availability based on the ATP quantity for stock transport requisitions, stock transport orders, and replenishment deliveries • Check availability on the basis of the ATP quantity for material reservations and stock postings • Interpret the results of the availability check

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Unit Summary You should now be able to: • Understand the concept of the ATP check • Explain the fundamentals of the ATP check • Activate the ATP check in Sales and Distribution • Explain the specific aspects of the ATP check in Sales and Distribution • Configure the Customizing settings for the ATP check • Interpret the results of the ATP check in Sales and Distribution • Explain how the availability check for material components is carried out and controlled on the basis of the ATP quantity • Interpret the results of the availability check • Check availability based on the ATP quantity for stock transport requisitions, stock transport orders, and replenishment deliveries • Check availability on the basis of the ATP quantity for material reservations and stock postings • Interpret the results of the availability check

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Unit 2 Availability Check Against Product Allocations Unit Overview The quantities your company is producing are lower than market demand. So that your first customers do not exhaust your entire stock, you define product allocations for customers or customer groups.

Unit Objectives After completing this unit, you will be able to: • • •

Explain the concept of the availability check against product allocations Configure the availability check against product allocations Interpret the results of the availability check against product allocations

Unit Contents Lesson: Availability Check Against Product Allocations ...................166 Exercise 7: Availability Check Against Product Allocations...........175

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Lesson: Availability Check Against Product Allocations Lesson Overview The quantities that your company can provide are lower than market demand. So that your first customers do not exhaust your entire stock, you define product allocations for customers or customer groups.

Lesson Objectives After completing this lesson, you will be able to: • • •

Explain the concept of the availability check against product allocations Configure the availability check against product allocations Interpret the results of the availability check against product allocations

Business Example Using product allocations, you can assign products for specific customers, regions, or other attributes depending on the period. For example, this can prevent the entire available quantity of a product in short supply from being allocated to the first customer, meaning that it would no longer be possible to confirm subsequent sales orders or that they would be confirmed far too late.

Concept of Product Allocation

Figure 42: Concept of Product Allocation

The product allocation function allows you to manage the supply of scarce products to customers so that each customer receives at most the allocated amount. You can maintain allocations for customer groups, sales organizations, and so on, as well as for individual customers.

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Lesson: Availability Check Against Product Allocations

The ATP check can be combined with the product allocation check. The product allocation control process permits the user to manage allocations at a specific material level and at various product group levels. Product allocation encompasses internal allocations to sales organizations and distribution channels, as well as external customer groups and specific customers. The system also supports the fact that there are different phases of allocation control during the overall constraint period.

Figure 43: Check Against Product Allocations

Incoming requirements are checked against the “available” product allocation quantity. The relevant product allocation is calculated on the basis of the order attributes. If there is no “available” product allocation quantity in the period in which the material availability date falls, the requirement cannot be confirmed or cannot be confirmed as requested.

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Figure 44: Creating an Order with ATP Check and Product Allocation

A product allocation check can act as a secondary check against the quantity requested in the sales order. First, an ATP check can be carried out against stocks and receipts, possibly resulting in a lower confirmed quantity due to insufficient stock. This confirmed quantity can then be checked against the product allocation, possibly resulting in a further reduction of the confirmed quantity. Product allocation encompasses allocations for all sales order attributes, including sales organizations and distribution channels, external customer groups, and specific customers. For other attributes, you have to use the user exit INCLUDE Fv45vfzy user exit_quota_key_va (transaction SE38).

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Figure 45: Activating Product Allocation

So that you can use the product allocation check, this availability check method must be active for the relevant requirement classes and schedule line category. In Customizing (Availability Check Against Product Allocation → Define Flow According to Requirement Category and Process Flow for Each Schedule Line Category), activate product allocation for the relevant requirement category and schedule line category.

Figure 46: Elements of Product Allocation

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To use product allocations, you must complete the following steps: •

In Customizing (Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Maintain Procedure and Define Object), define a product allocation procedure and object (reason for product allocation).

•

In Customizing (Availability Check Against Product Allocation → Specify Hierarchy), link the procedure to an information structure.

•

In Customizing (Availability Check Against Product Allocation → Control Product Allocation), assign your objects to a procedure.

•

Maintain the procedure in the material master records (basic data) of the materials you want to allocate.

•

Maintain the planning hierarchy and updating rules for your allocation info structure.

Figure 47: Function of the Product Allocation Objects

The system includes the different phases of product allocation control in the overall constraint period. You can assign several product allocation objects to the product allocation procedure. Each object has its own validity period. The system determines the relevant object on the basis of the updating date for the key figure of the info structure. It then uses the object to determine the corresponding planning hierarchy, which contains product allocations. Objects are always valid from the end date of the preceding object. To deactivate product allocation for a certain period, define a dummy object and set it to inactive. The system allows only three update dates: delivery date, material availability date, and planned goods issue date.

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Lesson: Availability Check Against Product Allocations

You can maintain time-dependent conversion factors for your allocation objects in the IMG activity Control Product Allocation.

Figure 48: Information Structure

Information structure S140 is configured accordingly for product allocation. You can also create your own information structure. When you create your planning hierarchy, assign the allocation objects to the highest level. Specify the proportional factors from which allocation percentages are derived for specific characteristic values. The allocation check is always performed at the detailed level of the hierarchy. In Customizing at Availability Check Against Product Allocation → Specify Hierarchy, you can enter a masking ID for each information structure. The masking ID stands for collective characteristics. Once you have entered the planning hierarchy, you can add collective characteristics to it. To do so, choose the IMG activity “Permit Collective Production Allocation in Info Structures”. This creates a default entry for the specified nodes in the hierarchy. Different masking IDs cannot be used for different procedures assigned to the same info structure. If an info structure has been assigned several times, assignment is permitted with or without masking.

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Figure 49: Planning Table

The planning type for the standard info structure S140 is COMMIT. It contains predefined macros for product allocation. Note: You must plan allocation quantities in version 000 (actual data).

Figure 50: Discrete Product Allocation

The system provides two product allocation procedures: •

Discrete product allocation

•

Cumulative product allocation

If you do not select the ATP Consumption indicator in the IMG activity “Maintain Procedure,” the system uses the product allocation procedure from Release 3.0F (discrete ATP check).

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Lesson: Availability Check Against Product Allocations

Using this method, the system offsets the quantity confirmed in the sales document against the product allocation quantity. It uses only the product allocation quantities from current and future periods (unused product allocation quantities from past periods are not taken into account). If you use the discrete method, you cannot use the following product allocation functions: •

Consumption periods

•

Product allocation steps

Figure 51: Cumulative Product Allocation

If you set the ATP Consumption indicator in the IMG activity “Maintain Procedure,” the system uses the cumulative product allocation procedure. This procedure contains check logic that corresponds to the cumulative ATP logic. When the available product allocation quantities are calculated for the current period, the system takes into account unused product allocation quantities from previous periods. In cumulative product allocation, the following functions are available:

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•

Allocation steps: Here you can define several product allocation steps with different info structures.

•

Consumption periods: Here you define a number of past and future periods to be used as the valid consumption period.

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Figure 52: Consumption Periods

In cumulative product allocation, you can restrict the number of periods under consideration by entering a consumption period. The number of past periods identifies the number of periods before the product allocation date in the order that can be used to calculate unused product allocations. The unused product allocation quantities of these past periods are then cumulated before the product allocation for the current period is checked. The number of future periods identifies the number of periods after the product allocation date in the order that can be used to calculate future product allocations. If the requested quantity is not confirmed within the future periods, it remains unconfirmed.

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Lesson: Availability Check Against Product Allocations

Exercise 7: Availability Check Against Product Allocations Exercise Objectives After completing this exercise, you will be able to: • Check production allocation in sales orders • Interpret the results of the availability check against product allocations • Understand the basic settings for the product allocation check

Business Example Familiarize yourself with the availability check against product allocations. In “Flexible Planning,” maintain product allocations and check availability against the allocated quantities in the sales order. In Customizing, configure the basic settings for the product allocation check.

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Task 1: Note: In this exercise, a customer is assigned to each group (##).

1.

Group Number

Customer Number

01

1002

02

1012

03

1033

04

1174

05

1175

06

1300

07

1670

08

1671

09

1900

10

1901

11

2004

12

2140

13

2200

14

2300

15

2500

16

14000

17

22000

18

99999

Maintain product allocation quantities for your customer in Flexible Planning. Use planning type COMMIT and inactive version 000. Configure the following planning parameters: Prod. Allocation Obj.

Work Center

Sales Organization

1000

Distribution Channel

12

Customer Group

02

Sold-to Party

“Your” sold-to party (see assignment table above)

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Lesson: Availability Check Against Product Allocations

On the Change Plan (Consistent Planning) screen, enter 100 cartons as the product allocation quantity for this month and the next two months. Save your plan. 2.

Enter the sales order. Do not save the order yet. Remain in the “Create Sales Order” transaction. Order Type

OR

Sold-to Party

“Your” customer

PO Number

## Order 9

Requested Delivery Date

One week from today

Material

L-40F

Order Quantity

10 cartons

Hint: If you receive the information message “No characteristic combinations found for the specified selection.” while you are entering the order, confirm the message initially by pressing “Enter”. This message is probably displayed because the order does not have a customer group or is assigned a customer group other than customer group 02. In this case, enter customer group “02 Trading Companies” in the order header. To do so, go to the “Create Standard Order: Overview” screen and choose: Goto → Header → Sales. In the “Pricing and Statistics” field group, you will find the Customer Group field. 3.

Determine the following data for the order that you just created: Requirement type of the order item: Schedule line category of the order schedule line:

4.

Now save the standard order and note the document number. Document number:________________________________________________

5.

Which requirement class is assigned to requirement type KSV? Requirements class:_____________________________________________

6.

Is the availability check activated for requirements class 050? If so, in which method? ________________________________________________________ Continued on next page

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________________________________________________________ ________________________________________________________ 7.

Now check the schedule line category CP. Is the availability check activated for this schedule line category? In which method? ________________________________________________________ ________________________________________________________ ________________________________________________________

8.

Check whether the product allocation check is activated for material L-40F in the material master record.

9.

Call the order from step 4 in change mode and increase the order quantity for material L-40F to 400 cartons. How does the system respond? Interpret the result. ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________

Task 2: Now check the Customizing settings for the product allocation check.

178

1.

In Customizing, check the product allocation procedure BULBS. Which product allocation method is active? Discrete or cumulative product allocation?

2.

Check which consumption periods are maintained for info structure S140.

3.

Which information structure is assigned to product allocation procedure BULBS?

4.

Which product allocation object is linked to the BULBS procedure and how long is it valid?

5.

What function does the product allocation object have and where is this maintained?

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Lesson: Availability Check Against Product Allocations

Solution 7: Availability Check Against Product Allocations Task 1: Note: In this exercise, a customer is assigned to each group (##).

1.

Group Number

Customer Number

01

1002

02

1012

03

1033

04

1174

05

1175

06

1300

07

1670

08

1671

09

1900

10

1901

11

2004

12

2140

13

2200

14

2300

15

2500

16

14000

17

22000

18

99999

Maintain product allocation quantities for your customer in Flexible Planning. Use planning type COMMIT and inactive version 000. Configure the following planning parameters:

Continued on next page

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Prod. Allocation Obj.

Work Center

Sales Organization

1000

Distribution Channel

12

Customer Group

02

Sold-to Party

“Your” sold-to party (see assignment table above)

On the Change Plan (Consistent Planning) screen, enter 100 cartons as the product allocation quantity for this month and the next two months. Save your plan. a)

Logistics → Logistics Controlling → Flexible Planning → Planning → Change Planning Type

COMMIT

Confirm your entries with Enter. Prod. Allocation Obj.

Work Center

Sales Organization

1000

Distribution Channel

12

Customer Group

02

Sold-to Party

“Your” sold-to party (see assignment table above)

Choose Inactive Version. On the Change Plan (Consistent Planning) screen, enter 100 cartons as the product allocation quantity for this month and the next two months. Save your plan. Choose Planning → Save. 2.

Enter the sales order. Do not save the order yet. Remain in the “Create Sales Order” transaction. Order Type

OR

Sold-to Party

“Your” customer

PO Number

## Order 9

Continued on next page

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Requested Delivery Date

One week from today

Material

L-40F

Order Quantity

10 cartons

Hint: If you receive the information message “No characteristic combinations found for the specified selection.” while you are entering the order, confirm the message initially by pressing “Enter”. This message is probably displayed because the order does not have a customer group or is assigned a customer group other than customer group 02. In this case, enter customer group “02 Trading Companies” in the order header. To do so, go to the “Create Standard Order: Overview” screen and choose: Goto → Header → Sales. In the “Pricing and Statistics” field group, you will find the Customer Group field. a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

“Enter”

3.

Sold-to Party

“Your” customer

PO Number

## Order 9

Requested Delivery Date

One week from today

Material

L-40F

Order Quantity

10 cartons

Determine the following data for the order that you just created:

Continued on next page

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Requirement type of the order item: Schedule line category of the order schedule line: a)

4.

On the Create Standard Order: Overview screen, choose the Procurement tab page. Requirement type of the order item:

KSV

Schedule line category of the order schedule line:

CP

Now save the standard order and note the document number. Document number:________________________________________________ a)

5.

On the Create Standard Order: Overview screen, choose Sales Document → Save.

Which requirement class is assigned to requirement type KSV? Requirements class:_____________________________________________ a)

Tools → Customizing → IMG → Execute Project

b)

Goto → SAP Reference IMG

c)

Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Types Search for requirement type KSV in the list. Requirements class: 050 Warehouse Consumption

6.

Is the availability check activated for requirements class 050? If so, in which method? ________________________________________________________ ________________________________________________________

Continued on next page

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________________________________________________________ a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Classes Select requirements class 050 and choose Goto → Details.

7.

Field

Attribute

Explanation

Availability

Selected

The ATP check is active.

Allocation Ind.

1

Customer requirements are consumed against forecast.

Prod. Allocation

Selected

The product allocation check is active.

Now check the schedule line category CP. Is the availability check activated for this schedule line category? In which method? ________________________________________________________ ________________________________________________________ ________________________________________________________ a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Procedure for Each Schedule Line Category. Select the schedule line category CP. Field

Attribute

Explanation

AvC

Selected

The ATP check is active.

All.

Selected

The product allocation check is active.

Continued on next page

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Check whether the product allocation check is activated for material L-40F in the material master record. a)

Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material

L-40F

Goto → Select View(s) View

Basic Data 1

Enter On the Display Material L-40F## (Finished Product) screen, choose the Basic Data 1 tab page. The Product Allocation field contains the product allocation procedure BULBS. As a result, the material is active for the product allocation. 9.

Call the order from step 4 in change mode and increase the order quantity for material L-40F to 400 cartons. How does the system respond? Interpret the result. ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________

Continued on next page

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________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Order → Change Enter the order number from task 1, step 4

b)

On the Change Standard Order: Overview screen, increase the order quantity to 400 cartons. Choose Enter to confirm your entries. The system issues the message: “Product allocation check found changes to the confirmation”. Confirm the message with Enter. The system branches to the “Standard Order: Availability Control” screen. A confirmation of 400 cartons is not possible. On the required date, the system can confirm 100 cartons. In addition, the availability check proposes three partial deliveries of 100 cartons each. Each partial delivery takes place at the start of the three months after the required date. Hint: If the requested delivery date for the order item is in the next month (as seen from current date or creation date), the product allocation will confirm 200 cartons for the requested delivery date. In this case, the delivery proposal consists of two partial deliveries: 200 cartons on the requested delivery date and 100 cartons in the following month. The consumption period assigned to information structure S140 has been defined in such a way that unused product allocation quantities from the last 3 periods are cumulated before the product allocation check for the current period.

Task 2: Now check the Customizing settings for the product allocation check. 1.

In Customizing, check the product allocation procedure BULBS. Which product allocation method is active? Discrete or cumulative product allocation? a)

IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Maintain Procedure The ATP Consumption indicator for procedure BULBS is set, so cumulative allocations are used.

Continued on next page

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Check which consumption periods are maintained for info structure S140. a)

IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Define Consumption Periods For info structure S140, backward consumption of 3 months and forward consumption of 10 months is maintained. Unused allocations from the past are cumulated for the current period before product allocation is checked.

3.

Which information structure is assigned to product allocation procedure BULBS? a)

IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Specify Hierarchy Information structure S140 is assigned to product allocation procedure BULBS.

4.

Which product allocation object is linked to the BULBS procedure and how long is it valid? a)

IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Control Product Allocation

b) Work Area

BULBS

Choose Enter. The product allocation object “work center” is assigned until December 31, 9999. 5.

186

What function does the product allocation object have and where is this maintained? a)

The product allocation object can be used to distinguish between various product allocation phases in the time series. The object is a characteristic that is independent of the order and that determines the product allocation quantity. As a result, you can use the product allocation object to specify the “reason” for the product allocation.

b)

IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Define Object

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Lesson: Availability Check Against Product Allocations

Lesson Summary You should now be able to: • Explain the concept of the availability check against product allocations • Configure the availability check against product allocations • Interpret the results of the availability check against product allocations

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Unit Summary

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Unit Summary You should now be able to: • Explain the concept of the availability check against product allocations • Configure the availability check against product allocations • Interpret the results of the availability check against product allocations

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Unit 3 Availability Check Against Planned Independent Requirements Unit Overview Customer requirements can also be checked for availability against planned independent requirements. In this unit, you will learn how to use this availability check method.

Unit Objectives After completing this unit, you will be able to: • • •

Explain the concept of the availability check against planning Configure the availability check against planning for Sales and Distribution processing Interpret the results of the availability check against planning

Unit Contents Lesson: Availability Check Against Planning in Sales and Distribution Processing .......................................................................190 Exercise 8: Availability Check Against Planning in Sales and Distribution Processing ....................................................197

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Lesson: Availability Check Against Planning in Sales and Distribution Processing Lesson Overview You execute a check against planning if you want to know whether enough planned independent requirements are available for the incoming sales orders. The check against planning is carried out against a planned independent requirement for an unknown market (usually one that is not customer-specific).

Lesson Objectives After completing this lesson, you will be able to: • • •

Explain the concept of the availability check against planning Configure the availability check against planning for Sales and Distribution processing Interpret the results of the availability check against planning

Business Example The check against planning is carried out against a planned independent requirement created for an unknown market (usually one that is not customer-specific). The planned independent requirement results from demand program management and is used for non-order-specific planning of expected future sales quantities. As a team member, you are responsible for configuring the Customizing settings and maintaining the data for the availability check against planning.

Concept of the Check Against Planning When planning for expected sales orders, you determine which order quantities are anticipated for product groups and salable products in a specific period. In Demand Management, planned independent requirements are created for a specific period for expected order quantities. Once the order has been received, the relevant consumption quantity of materials whose requirements are consumed against the production program are transferred to materials planning as part of the availability check against planning for the order quantities. Material planning then reduces the associated independent requirements level by level. If a planned independent requirement is not available for customer requirements, the requirement cannot be confirmed since (to date) production or procurement is not scheduled. To understand the concept of the availability check against planning, we must consider the planning strategies. A good example is strategy 52 (planning without final assembly/without make-to-order production). In this planning strategy, future sales figures are forecasted for the finished product in demand planning.

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Lesson: Availability Check Against Planning in Sales and Distribution Processing

A production plan is derived from these, and in turn, planned independent requirements for the finished product are generated. In the planning run, planned orders are then compared to these planned independent requirements as receipt elements. However, the planned orders have the order type VP and therefore cannot be converted to purchase orders or production orders. As a result, the finished product is neither procured nor produced. However, dependent requirements and corresponding receipt elements are generated in the planning run for the components of this finished product. These planned orders can be converted, thus achieving the main goal of this strategy: Components are procured even without sales orders on the basis of demand management. If a sales order is created for the finished product in this scenario, an ATP check always fails. There is no stock and no receipt elements (for example, production orders or purchase orders) for the finished product. Therefore, a check is carried out against planning in this context. The system checks whether there is a planned independent requirement for the finished product in the consumption period and for the relevant consumption mode; if so, the customer requirement can be confirmed since enough components will be procured to manufacture the finished product before it is sold. In the next planning run, the customer requirement is consumed against the planned independent requirement, and a planned order that can be converted is generated for the customer requirement quantity. As a result, production of the finished product is triggered. Besides planning strategy 52, the check against planning is also used in planning strategies: 50 (planning without final assembly/with MTO), 60 (planning with planning material/with MTO), 63 (planning with planning material/without MTO), and 74 (planning without final assembly at assembly level). To summarize the check against planning:

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•

Only planned independent requirements are taken into account, meaning that MRP elements such as stock are not considered.

•

Customizing settings must be configured for the checking rule.

•

The Avail. Check field in the material master record is used only to define the transfer of requirements.

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Configuring the Check Against Planning

Figure 53: Activating the Check Against Planning

The requirements class determines the decision to use the checking method “check against planning”. Before the check against planning can be carried out, the Sales and Distribution applications in question must transfer a requirement. The availability check parameter must not be active in the relevant requirement class. Otherwise, the system checks against the ATP quantity and not against planning. The Avail. Check (check group) field in the material master records must be maintained. This specifies the requirements transfer (daily requirement or individual requirement).

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Figure 54: Consumption of Customer Requirement Against Planned Independent Requirement

In the strategy, you specify which planning requirements are to be consumed against which customer requirements, if at all. You assign a requirements type for planning to a requirements type for customer requirements by setting a consumption or allocation indicator. Requirements can be consumed and offset against each other only if they are defined with the requirement type assigned in the strategy and if they have the same consumption or allocation indicator. Planned independent requirements must be properly consumed and reduced before availability can be checked against planning.

Figure 55: Consumption Logic

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In addition, the consumption mode and period for the planning check and consumption must be defined. This can be done in the MRP group in Customizing or in the material master record. The settings in the material master record take precedence over those for the MRP group. Using the consumption mode, you specify whether customer requirements are to be consumed against planned independent requirements. If so, you also specify the direction in which this is to occur, starting from the requirement date that corresponds to the material availability date of the order item in the sales order items. You have the following options: •

No consumption against planning

•

Backward consumption only; Consumption begins on the requirements date moving backwards only within the corresponding consumption period.

•

Forward consumption only; Consumption begins on the requirements date moving forwards only within the corresponding consumption period.

•

Backward/forward consumption; Consumption begins on the requirements date moving first backwards and then (if independent requirements before the requirements date cannot be assigned) forwards within the corresponding consumption period.

•

Forward/backward consumption; Consumption begins on the requirements date moving first forwards and then (if independent requirements after the requirements date cannot be assigned) backwards within the corresponding consumption period.

You can specify a consumption period that determines the consumption horizon for both backward and forward consumption. If backward/forward consumption or forward/backward consumption are both active, the system also takes into account both periods. The customer requirement is consumed using the planned independent requirement from the closest point in time either before or after the sales order date. If a customer requirement cannot be consumed in full by the nearest planning requirement, it is assigned to further planning requirements either in the future or in the past. To do so, the system uses the consumption periods that are maintained in the material master or in the Customizing settings for demand management (see above). For forwards and backwards consumption, the consumption periods specify the time interval within which customer requirements are consumed with planned independent requirements. Customer requirements outside the consumption period are not consumed.

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Customer requirements are assigned to planned independent requirements dynamically. In other words, if sales orders or planning are rescheduled, the assignment is deleted and redefined. Note: If no consumption periods are maintained, requirements can be consumed by each other only if they are scheduled on the same day.

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Exercise 8: Availability Check Against Planning in Sales and Distribution Processing Exercise Objectives After completing this exercise, you will be able to: • Interpret the results of the availability check against planning in the sales order • Configure the availability check against planning

Business Example As part of specific planning strategies, the availability of materials for the sales order is checked against planned independent requirements that arise from demand program management. As a team member, you are responsible for configuring the Customizing settings and maintaining the data for the availability check against planning.

Task 1: Familiarize yourself with the availability check against planned independent requirements from an order processing perspective. Determine the attributes of the important sales order “control objects” in conjunction with the availability check against planning. 1.

Create a sales order. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 10

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC5##

Order Quantity

200

a) Can the required quantity be confirmed for the required date? ___________________________________________________________ b) Which method is used to check availability? Continued on next page

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___________________________________________________________ For the following exercise step, remain in order processing. Do not save the order. 2.

Check the schedule line(s) of the order item. Determine the following data: Delivery date: Order quantity: Confirmed quantity:

3.

For the following analysis in task 2 regarding the Customizing settings for the availability check against planning, determine the following information: Item category of the order item Schedule line category of the order schedule line Requirements type of the order item Plant of the order item MRP type of material T-AC5## in the plant of the order item Once you have determined this information, leave order processing without saving.

Task 2: Now analyze the Customizing settings for the availability check of “your” order. Of particular significance is the check method that the Customizing settings for the requirements class and schedule line category select, as well as the combination of the requirements type for planning and the requirements type of the customer requirement that is used to control the consumption of customer requirements with planned independent requirements. 1.

Which requirements class is assigned to requirements type KSVS? Requirements class:_____________________________________________

2.

Which availability check method is activated for requirements class 049? ___________________________________________________________

3.

Now check the availability check control for schedule line category CP. Which availability check method(s) is/are activated? Why is an availability check still “only” carried out against planning? Continued on next page

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___________________________________________________________ ___________________________________________________________ ___________________________________________________________ 4.

It is essential that the availability check be activated in the required method and for the relevant requirements class. Therefore, examine the options for determining the requirements types and classes in Customizing. Which strategy has been used to determine the requirements type/class in the order item of the order from task 1? Hint: Remember: Material T-AC5## was sold from plant 1200 Dresden. The order item was managed with item category TAN. The MRP type of material T-AC5## in plant 1200 Dresden is PD. Origin of the requirements type during requirements determination:__________________

5.

Now analyze how requirements type KSVS is determined on the basis of the “material master” strategy. Which strategy group is maintained for material T-AC5## and plant 1200? Strategy group:____________________________________________

6.

Which main strategy is assigned to strategy group 52 (planning without final assembly, without make-to-order production)? Analyze the assignment in Customizing. Field

Attribute

Main Strategy 7.

Which requirement type does the strategy use for customer requirements? Which requirement type is defined for demand management? How is the consumption strategy calculated with customer requirements and planned independent requirements? Field

Attribute

Reqmt Type of Customer Reqmt Reqmts Type for Indep.Reqmts Allocation Indicat. Consumption

Continued on next page

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Task 3: Now maintain planned independent requirements for material T-AC5## in plant 1200 Dresden. Then check the consumption logic of the customer requirements with the planned independent requirements for this material in plant Dresden. 1.

Maintain the following planned independent requirements for material T-AC5## in plant 1200. Note: In reality, planned independent requirements are created “automatically” as a result of demand management. In this exercise however, the focus is on the availability check against planned independent requirements and we therefore do not discuss this method of creating planned independent requirements. In the exercise, the planned independent requirements are created manually.

2.

This month

50 PC

Next month

70 PC

Two months from now

100 PC

Three months from now

50 PC

What is the requirement type of the planned independent requirement that you just maintained? Requirement type:______________________________________________________

3.

Check the consumption mode and the consumption period(s) of material T-AC5## in plant 1200 Dresden. Consumption Mode Bwd Consumption Per. Fwd Consumption Per.

Continued on next page

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4.

Now predict the effects that the system settings you just checked will have. Which confirmation would you expect from the availability check against planned independent requirements if you enter a requirement for material T-AC5## in plant 1200 Dresden with a requirement date next month?

Task 4: Check your predictions by creating the relevant sales order. 1.

Create the following sales order. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 11

Requested Delivery Date

Second week of next month. This ensures that the requirement date is definitely next month.

Delivery Plant

1200

Material

T-AC5##

Order Quantity

200

a) Can the required quantity be confirmed for the required date? ___________________________________________________________ b) What other delivery proposals does the system make? ___________________________________________________________ c) Save the order and write down the document number. Document number:_________________________________________________

Task 5: To understand the availability check against planning in more detail, create another sales order for material T-AC5##. 1.

Enter a sales order for customer T-S50A##. The customer orders material T-AC5## with a required delivery date of today. Do not save the order yet. Continued on next page

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Order Type

OR

Sold-to Party

T-S50A##

PO Number

## Order 12

Requested Delivery Date

Today

Delivery Plant

1200

Material

T-AC5##

Order Quantity

200

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Can the required quantity be confirmed for the required date? ___________________________________________________________ What other delivery proposals does the system make? ___________________________________________________________ 2.

202

Change the required delivery date of the order item to the last week of the current month +2 and call the availability check for the order again.

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Lesson: Availability Check Against Planning in Sales and Distribution Processing

Solution 8: Availability Check Against Planning in Sales and Distribution Processing Task 1: Familiarize yourself with the availability check against planned independent requirements from an order processing perspective. Determine the attributes of the important sales order “control objects” in conjunction with the availability check against planning. 1.

Create a sales order. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 10

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC5##

Order Quantity

200

a) Can the required quantity be confirmed for the required date? ___________________________________________________________ b) Which method is used to check availability? ___________________________________________________________

Continued on next page

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For the following exercise step, remain in order processing. Do not save the order. a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Enter Sold-to Party

T-L64A##

PO Number

## Order 10

Requested Delivery Date

One week from today

Delivery Plant

1200

Material

T-AC5##

Order Quantity

200

Since the required amount cannot be confirmed, the system branches to the Standard Order: Planned Independent Requirement Assignment screen. Confirmation is not possible for the required delivery date. The system cannot generate a delivery proposal. b)

2.

The system branches to the Standard Order: Planned Independent Requirement Assignment screen and not to the Availability Control screen. This indicates that availability is checked against planning and that no ATP check was carried out.

Check the schedule line(s) of the order item. Determine the following data:

Continued on next page

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Delivery date: Order quantity: Confirmed quantity: a)

Navigate to the Create Standard Order: Overview screen. To do so, on the Standard Order: Planned Independent Requirement Assignment screen, choose Edit → Continue.

b)

On the Create Standard Order: Overview screen, choose Goto → Item → Schedule Lines. Delivery date:

One week from today

Order quantity:

200

Confirmed quantity:

0

The schedule line documents the unconfirmed “requirement” of the customer. For the following exercise step, remain in order processing. Do not save the order. 3.

For the following analysis in task 2 regarding the Customizing settings for the availability check against planning, determine the following information: Item category of the order item Schedule line category of the order schedule line Requirements type of the order item Plant of the order item MRP type of material T-AC5## in the plant of the order item

Continued on next page

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Once you have determined this information, leave order processing without saving. a)

You can find the item category of the order item on the Create Standard Order: Overview screen (among others) on the Sales tab page. Navigate to this screen in order processing. Choose Goto → Overview and select the Sales tab page. Item category of the order item

b)

c)

TAN

You can find the schedule line category, the requirement type, and the plant on the Procurement overview screen. On the Create Standard Order: Overview screen, choose the Procurement tab page. Schedule line category of the order schedule line

CP

Requirements type of the order item

KSVS

Plant of the order item

1200

You can find the MRP type of material T-AC5## in the material master record in the MRP 1 view. Select the order item and choose Environment → Display Material. Choose the MRP 1 tab page. Accept the proposed organization data (plant 1200) in the Organizational Levels dialog box by choosing Enter. MRP type of material T-AC5## in the plant of the order item

PD

Task 2: Now analyze the Customizing settings for the availability check of “your” order. Of particular significance is the check method that the Customizing settings for the requirements class and schedule line category select, as well as the combination of the requirements type for planning and the requirements type of the customer requirement that is used to control the consumption of customer requirements with planned independent requirements. 1.

Which requirements class is assigned to requirements type KSVS?

Continued on next page

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Requirements class:_____________________________________________ a)

System → Create Session

b)

Tools → Customizing → IMG → Execute Project

c)

Goto → SAP Reference IMG

d)

Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Types Select requirements type KSVS. Requirements class: 049 Stk w.cons.w/o F.Ass

2.

Which availability check method is activated for requirements class 049? ___________________________________________________________ a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Classes Select requirements class 049 and choose Goto → Details. Field

Attribute

Explanation

Availability

“Blank”

The ATP check is inactive.

Req. Transfer

“Selected”

Requirements transfer is active.

Allocation Ind.

2

Customer requirements are consumed against planning.

Prod. Allocation

“Blank”

The product allocation check is inactive.

This configuration means that the availability check against planning is active at the level of the requirement class. 3.

Now check the availability check control for schedule line category CP. Which availability check method(s) is/are activated? Why is an availability check still “only” carried out against planning? ___________________________________________________________ ___________________________________________________________ Continued on next page

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___________________________________________________________ a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Procedure for Each Schedule Line Category. Select the schedule line category CP.

4.

Field

Attribute

Explanation

AvC

Selected

The ATP check is active. However, an availability check is only carried out against planning since the ATP check is not activated using the requirement class.

Rq

Selected

Requirements transfer is active.

All.

Selected

The product allocation check is active. However, an availability check is only carried out against planning since the product allocation check is not activated using the requirement class.

It is essential that the availability check be activated in the required method and for the relevant requirements class. Therefore, examine the options for determining the requirements types and classes in Customizing. Which strategy has been used to determine the requirements type/class in the order item of the order from task 1? Hint: Remember: Material T-AC5## was sold from plant 1200 Dresden. The order item was managed with item category TAN. The MRP type of material T-AC5## in plant 1200 Dresden is PD.

Continued on next page

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Origin of the requirements type during requirements determination:__________________ a)

IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Determination of Requirement Types Using Transaction Select the order item category TAN and the MRP type PD.

5.

Field

Attribute

Explanation

Q

Blank

1. First, the requirement type is determined using the material master strategy, and if this fails, using the transaction (item category and MRP type)

Now analyze how requirements type KSVS is determined on the basis of the “material master” strategy. Which strategy group is maintained for material T-AC5## and plant 1200? Strategy group:____________________________________________ a)

Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material

T-AC5##

Goto → Select View(s) View

MRP 3

Enter Plant

1200

Enter On the Display Material T-AC5## (Finished Product) screen, choose the MRP 3 tab page and find the strategy group. Strategy group – plant 1200: 52 Plnng w/o final assem. w/o make-to-order Continued on next page

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6.

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Which main strategy is assigned to strategy group 52 (planning without final assembly, without make-to-order production)? Analyze the assignment in Customizing. Field

Attribute

Main Strategy a)

IMG path: Production → Production Planning → Demand Management → Planned Independent Requirements → Planning Strategy → Define Strategy Group Select strategy group 52. Choose Goto → Details.

7.

Field

Attribute

Main Strategy

52 Plnng w/o final assem. w/o make-to-order

Which requirement type does the strategy use for customer requirements? Which requirement type is defined for demand management? How is the consumption strategy calculated with customer requirements and planned independent requirements?

Continued on next page

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Field

Attribute

Reqmt Type of Customer Reqmt Reqmts Type for Indep.Reqmts Allocation Indicat. Consumption a)

IMG path: Production → Production Planning → Demand Management → Planned Independent Requirements → Planning Strategy → Define Strategy. Select strategy 52. Field

Attribute

Reqmt Type of Customer Reqmt

KSVS

Reqmts Type for Indep.Reqmts

VSE

Allocation Indicat.

2

Consumption

2

Hint: Requirements class 049 is assigned to requirements type KSVS (see above). As a result, this planning strategy was relevant for “your” order.

Task 3: Now maintain planned independent requirements for material T-AC5## in plant 1200 Dresden. Then check the consumption logic of the customer requirements with the planned independent requirements for this material in plant Dresden. 1.

Maintain the following planned independent requirements for material T-AC5## in plant 1200. Note: In reality, planned independent requirements are created “automatically” as a result of demand management. In this exercise however, the focus is on the availability check against planned independent requirements and we therefore do not discuss this method of creating planned independent requirements. In the exercise, the planned independent requirements are created manually.

Continued on next page

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This month

50 PC

Next month

70 PC

Two months from now

100 PC

Three months from now

50 PC

a)

SCM671

SAP Easy Access menu: Logistics → Production → Production Planning → Demand Management → Planned Independent Requirements → Create Material

T-AC5##

Plant

1200

Version

00

Planning Horizon From

Today

Planning Horizon To

Today plus at least 3 months

“Enter” For the characteristics: Material

MRP Area

V

A

BU

T-AC5##

1200

00

X

PC

enter the following planned independent requirement quantities: Current month

Month +1

Month +2

Month +3

50

70

100

50

Planned Indep. Reqmts → Save. Confirm the warning message if necessary: “Date lies in the planning time fence (XX.XX.XXXX XX.XX.XXXX)” by pressing ENTER. 2.

What is the requirement type of the planned independent requirement that you just maintained?

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Requirement type:______________________________________________________ a)

SAP Easy Access menu: Logistics → Production → Production Planning → Demand Management → Planned Independent Requirements → Display. Material

T-AC5##

Plant

1200

Version

All active versions

Planning Horizon From

Today

Planning Horizon To

Today plus at least 3 months

Enter On the Display Plnd Ind. Reqmts: Planning Table screen, choose the Items tab page. RTyp

VSE Hint: The requirement type of the sales order is KSVS (see task 1, step 3). The Customizing settings for strategy 52 define that the requirement type for planned independent requirements (VSE) is to be consumed with requirement type KSVS (for customer requirements) and how (see task 2, step 7).

Planned Indep. Reqmts → Exit 3.

Check the consumption mode and the consumption period(s) of material T-AC5## in plant 1200 Dresden.

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Consumption Mode Bwd Consumption Per. Fwd Consumption Per. a)

Logistics → Sales and Distribution → Master Data → Products → Material → Other Material → Display or Change Material

T-AC5##

Goto → Select View(s) View

MRP 3

Enter Plant

1200

Enter On the Display/Change Material T-AC5## (Finished Product) screen, choose the MRP 3 tab page to display the information: Consumption Mode

2 (Backward/forward consumption)

Bwd Consumption Per.

30

Fwd Consumption Per.

10

Material → Exit 4.

Now predict the effects that the system settings you just checked will have. Which confirmation would you expect from the availability check against planned independent requirements if you enter a requirement for material T-AC5## in plant 1200 Dresden with a requirement date next month? Answer: For a requirement date next month, a maximum of 120 pieces of material T-AC5## can be confirmed in plant 1200 Dresden. The (currently) unconsumed 50 pieces of the planned independent requirement from this month, plus 70 pieces from next month. The system cannot check against other planned independent requirements since these are outside the consumption period.

Continued on next page

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Task 4: Check your predictions by creating the relevant sales order. 1.

Create the following sales order. Order Type

OR

Sold-to Party

T-L64A##

PO Number

## Order 11

Requested Delivery Date

Second week of next month. This ensures that the requirement date is definitely next month.

Delivery Plant

1200

Material

T-AC5##

Order Quantity

200

a) Can the required quantity be confirmed for the required date? ___________________________________________________________ b) What other delivery proposals does the system make? ___________________________________________________________ c) Save the order and write down the document number.

Continued on next page

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Document number:_________________________________________________ a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Enter Sold-to Party

T-L64A##

PO Number

## Order 11

Requested Delivery Date

Second week of next month. This ensures that the requirement date is definitely next month.

Delivery Plant

1200

Material

T-AC5##

Order Quantity

200

The order cannot be confirmed as requested. The system branches to the Standard Order: Planned Independent Requirement Assignment screen. On the required date, only 120 pieces can be confirmed. This is also the only possible delivery proposed by the system. b)

Edit → Delivery Proposal

c)

Sales Document → Save

Task 5: To understand the availability check against planning in more detail, create another sales order for material T-AC5##. 1.

Enter a sales order for customer T-S50A##. The customer orders material T-AC5## with a required delivery date of today. Do not save the order yet. Order Type

OR

Sold-to Party

T-S50A##

PO Number

## Order 12

Requested Delivery Date

Today

Delivery Plant

1200

Material

T-AC5##

Order Quantity

200 Continued on next page

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Can the required quantity be confirmed for the required date? ___________________________________________________________ What other delivery proposals does the system make? ___________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Enter Sold-to Party

T-S50A##

PO Number

## Order 12

Requested Delivery Date

Today

Delivery Plant

1200

Material

T-AC5##

Order Quantity

200

The order cannot be confirmed as requested. The system branches to the Standard Order: Planned Independent Requirement Assignment screen. The order cannot be confirmed on the required delivery date. A delivery cannot be proposed. In the consumption period defined in the material master, there are currently no consumed planned independent requirements. A confirmation or delivery proposal is not possible.

Continued on next page

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2.

SCM671

Change the required delivery date of the order item to the last week of the current month +2 and call the availability check for the order again. a)

On the Standard Order: Planned Independent Requirement Assignment screen, choose Edit → Continue.

b)

On the “Create Standard Order: Overview” screen, change the required delivery date of the order item to the last week of the current month +2.

c)

Edit → Check Availability The order cannot be confirmed as requested. On the “Standard Order: Planned Independent Requirement Assignment” screen, the system displays a confirmed quantity of 100 pieces for the required date. An additional 50 pieces can be confirmed for the start of the current month +3. As a result, a one-time delivery of 100 pieces is possible for the required delivery date, or a partial delivery of 100 pieces on the required date plus a further delivery of 50 pieces at the start of the current month +3.

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d)

Edit → Delivery Proposal

e)

Sales Document → Save

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Lesson: Availability Check Against Planning in Sales and Distribution Processing

Lesson Summary You should now be able to: • Explain the concept of the availability check against planning • Configure the availability check against planning for Sales and Distribution processing • Interpret the results of the availability check against planning

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Unit Summary

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Unit Summary You should now be able to: • Explain the concept of the availability check against planning • Configure the availability check against planning for Sales and Distribution processing • Interpret the results of the availability check against planning

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Unit 4 Backorder Processing and Rescheduling Unit Overview This unit covers backorder processing and rescheduling. Both functions are used to reprocess requirements that have already been entered to “improve” the confirmation.

Unit Objectives After completing this unit, you will be able to: • • • •

Explain the need for processing backorders and rescheduling Describe the situations in which you use backorder processing and rescheduling Process backorders and reschedule, as well as analyze the results Configure the necessary Customizing settings

Unit Contents Lesson: Backorder Processing and Rescheduling .........................222 Exercise 9: Backorder Processing and Rescheduling.................231

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Lesson: Backorder Processing and Rescheduling Lesson Overview This lesson covers backorder processing and rescheduling. This essentially involves reprocessing requirements that have already been entered to “improve” the confirmation situation by allocating additional ATP quantities or reallocating them.

Lesson Objectives After completing this lesson, you will be able to: • • • •

Explain the need for processing backorders and rescheduling Describe the situations in which you use backorder processing and rescheduling Process backorders and reschedule, as well as analyze the results Configure the necessary Customizing settings

Business Example The demand for your products was greater than you expected. Not all customer requirements and stock transport requirements could be confirmed “as requested.” Furthermore, there are procurement bottlenecks. Vendors have informed you that they are not able to deliver the purchase orders as agreed. In this situation, you must now decide which requirements have the highest priority so that you can deliver these (if possible) as requested. Fulfilling other requirements may have to be postponed.

Using Rescheduling and Backorder Processing You use rescheduling to obtain confirmations for sales documents, stock transport orders, stock transport scheduling agreements, and stock transport requisitions that have already been entered, and to reprocess quantities and dates that have already been confirmed. Backorder processing also allows you to process dependent reservations of production orders. The aim is to improve the confirmation situation for these or some of these documents. With rescheduling and backorder processing, you can allocate additional stocks and planned receipts to the documents, or reallocate existing stocks and planned receipts among existing documents. In detail, you can use rescheduling to: • • •

222

Breach the “first-come, first-served” principle and allocate the ATP quantity according to other priorities Allocate additional quantities or planned receipts to existing documents Resolve shortage situations

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Lesson: Backorder Processing and Rescheduling

Figure 56: Example: Rescheduling/Backorder Processing (1)

The example from an ATP check shows a possible application scenario for rescheduling and backorder processing. At the time the first order is entered, the entire ATP quantity of the first receipt is available. The requirement can therefore be confirmed on the basis of this ATP check.

Figure 57: Example: Rescheduling/Backorder Processing (2)

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The second order, which has a required delivery date before that of the first order and may therefore have a higher delivery priority, cannot be confirmed since there is no available ATP quantity.

Figure 58: Example: Rescheduling/Backorder Processing (3)

Depending on the planning strategy, a requirement is usually transferred to materials planning. Materials planning then recognizes the shortage situation and plans a second receipt element.

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Figure 59: Example: Rescheduling/Backorder Processing (4)

Without backorder processing or rescheduling, the confirmation situation does not change for the requirements entered. Or in other words: Once a requirement has been saved, it cannot be used to check the ATP situation so that it can be confirmed. The user must process the backorder or start rescheduling. In this example, once backorder processing or rescheduling is complete, both orders can be confirmed as requested.

Backorder Processing SAP ERP provides two ways in which you can reprocess entered requirements:

2009

•

(Manual) backorder processing

•

Rescheduling

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Figure 60: (Manual) Backorder Processing

When you process backorders, you select all relevant documents (defined by the check scope) for a combination of material and plant. The Backorder Processing: Overview screen provides an overview of the ATP situation. This allows you to allocate the existing ATP quantity manually for sales documents, stock transport orders, stock transport scheduling agreements, stock transport purchase requisitions, and dependent reservations. You can also reduce the confirmed quantity for these documents, which increases the ATP quantity so that it can be reallocated.

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Figure 61: Rescheduling

Backorder processing can also be carried out “automatically” online or in the background. In this context, we speak about rescheduling. With rescheduling (program SDV03V02), all open sales document items for the selected combination(s) of material and plant are processed. If required, rescheduling also processes open items and schedule lines for stock transport orders, stock transport scheduling agreements, and items from stock transport requisitions for the selected combination(s) of material and plant. Note: Program SDV03V02 always selects all requirements of the selected material/plant combination(s). In other words, requirements with fixed quantities and dates are selected, as well as material reservations. However, these documents are not reprocessed and so their confirmation status remains the same. For stock transport documents, you can specify whether stock transport requisitions and scheduling agreements are to be processed at item or schedule line level. “Open” in this context means that (for example) the only documents to be processed are: undelivered orders, documents not marked for deletion, items from stock transport requisitions that are not marked as complete, and items from stock transport orders in which the quantity delivered and posted in the goods receipt differs from the quantity ordered.

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The selected items and schedule lines are sorted according to the “priorities” on the selection screen (document category, delivery priority, date on which the item was entered, and for stock transport orders and scheduling agreements, possibly the delivery date of the earliest schedule line, document, and item number). They are then transferred to the availability check so that the ATP quantities of these documents can be reallocated with this priority. In terms of the priorities, 1 is the highest priority and 5 is the lowest. Stock transport requisitions are generally sorted after stock transport orders and scheduling agreements since they are less binding. This means, for example, that if sort criteria (such as the delivery date) are identical, a stock transport item is checked first and then the stock transport requisition item. If you set the Simulation indicator, the checked documents are not saved; only a results list is generated and saved. The availability check for the respective documents therefore responds as if it had been saved, meaning that the simulated list corresponds to the actual one.

Customizing Backorder Processing and Rescheduling

Figure 62: Configuring Backorder Processing and Rescheduling

The scope of check for checking rule “A” is generally used for rescheduling sales documents (exceptions include rush orders, for which checking rule “B” is used, and orders with project stock, for which checking rule AE is used). For stock transport documents, the check scope of the checking rule assigned to the respective stock transport document category in Customizing for purchasing applies. You must ensure that the scopes of the checks are consistent for both

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stock transport documents and sales documents, and that they do not exclude one another since this would otherwise cause the check results to be incorrect. Example of an incorrect setting: In the check scope for checking rule “A,” release orders for stock transport orders and requisitions are checked, but not in the check scope of the checking rule for stock transport scheduling agreements. For (manual) backorder processing (transactions CO06 and V_RA), you can/must enter a proposal for the checking rule of backorder processing for each plant in Customizing. This proposal can then be copied or changed when you call backorder processing. The Customizing parameter “Rule for Transferring the Results of the Availability Check” allows you to specify how the SAP system responds when rescheduling results in an undesired availability situation: Should the system choose the option One-Time Delivery, Delivery Proposal, or Complete Delivery? This “rule” is defined individually for sales documents and stock transfer documents.

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Exercise 9: Backorder Processing and Rescheduling Exercise Objectives After completing this exercise, you will be able to: • Name the application areas of backorder processing and rescheduling • Process backorders • Start rescheduling and evaluate the results

Business Example Not all of the requirements entered can be confirmed as required. In particular, sales orders that are received late cannot be confirmed or can be only partially confirmed due to a restricted ATP quantity. As part of backorder processing or rescheduling, you now want to breach the first-come, first-served principle and allocate a restricted ATP quantity on the basis of delivery priority.

Task 1: Analyze the initial situation for backorder processing and rescheduling. 1.

An important and promising customer, Motorradmarkt Stuttgart, urgently requires 100 pieces of twisted conductor cable. Enter the sales order. Order Type

OR

Sold-to Party

T-S50B##

PO Number

## Order 13

Requested Delivery Date

Today

Material

T-AC6##

Order Quantity

100

Analyze the result of the ATP check and save the unconfirmed order. Make a note of the document number. _________________________________________________________ _________________________________________________________ _________________________________________________________ 2.

You must confirm the delivery to Motorradmarkt Stuttgart soon. Therefore, obtain an overview of the stock, planned receipts, confirmed requirements, and unconfirmed requirements for material T-AC6## in plant 1200 Dresden. Continued on next page

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MRP Element

Document Number

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Requirement Date

Issue/Receipt

ConDelivery firmed/Un- Priority confirmed

Task 2: Manual Backorder Processing 1.

You decide that the sales order for Motorradmarkt Stuttgart must be delivered as soon as possible. To confirm this order, you use quantities that have been “reserved” for the first schedule line of the release order. However, the total confirmation of the release order must remain at 1000 pieces. You therefore use 100 pieces of T-AC6## that have been used/reserved for the sales order with delivery priority 3 to confirm the release requirement. Carry out the relevant (manual) backorder processing. Hint: Do not save the backorder processing. You still need this example for the rescheduling task.

Task 3: Rescheduling 1.

First check the “Rule for Transferring the Results of the Availability Check” for sales orders in the sales area 1000 / 12 / 00, and the “Rule for Adoption of ATP Results in Purchasing” for document type UB in plant 1200 Dresden. Rule for Transferring the Results of the Availability Check for Sales Orders: Sales Area

Rule

1000 / 12 / 00 Rule for Adoption of ATP Results in Purchasing: Document Type/Delivery Plant

Rule

UB / 1200

Continued on next page

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2.

In the future, you want to process sales orders and stock transport orders that have already been created on a daily basis. You therefore want to breach the first-come, first-served principle and distribute the ATP quantity on the basis of the delivery priority. Requirements with a high delivery priority should be given preference during the ATP check. Sales orders and stock transport orders are to be processed in the same way. For material T-AC6## in plant 1200, reschedule the order accordingly “online.” First reschedule the order in a simulation. Analyze the result of the rescheduling. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

3.

Define a new rescheduling. Stock transport orders are no longer to be included in the rescheduling. Rescheduling must reallocate only ATP quantities among sales documents on the basis of the delivery priorities. For material T-AC6## in plant 1200, reschedule the order accordingly “online.” First reschedule the order in a simulation. Analyze the result of the rescheduling. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

4.

Fix the confirmed quantities and dates for the order that already exists in the system with delivery priority 3 (you determined the document number of the order in task 1, step 2). Then reschedule the order again. To do so, use the processing parameters described in step 2 of this task. First reschedule the order in a simulation. Analyze the result of the rescheduling. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________

5.

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Now post the rescheduling from step 4 of this task and check whether the Motorradmarkt order has actually been changed.

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Solution 9: Backorder Processing and Rescheduling Task 1: Analyze the initial situation for backorder processing and rescheduling. 1.

An important and promising customer, Motorradmarkt Stuttgart, urgently requires 100 pieces of twisted conductor cable. Enter the sales order. Order Type

OR

Sold-to Party

T-S50B##

PO Number

## Order 13

Requested Delivery Date

Today

Material

T-AC6##

Order Quantity

100

Analyze the result of the ATP check and save the unconfirmed order. Make a note of the document number. _________________________________________________________ _________________________________________________________

Continued on next page

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_________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Order → Create Order Type

OR

Enter Sold-to Party

T-S50B##

PO Number

## Order 13

Requested Delivery Date

Today

Material

T-AC6##

Order Quantity

100

Since the material is not available as required, the system remains in order entry on the Availability Control screen. Neither a confirmation nor a delivery proposal can be issued for the required date. To analyze the result of the ATP check, choose Goto → Availability Overview. The Availability Overview screen indicates that there is no cumulated ATP quantity in plant 1200 Dresden for the current date or in the future. The order therefore cannot be confirmed. b)

2.

To save the order, on the Availability Overview screen, choose Goto → Back. On the Standard Order: Availability Overview screen, choose Edit → Continue. On the Create Standard Order: Overview screen, choose Sales Document → Save.

You must confirm the delivery to Motorradmarkt Stuttgart soon. Therefore, obtain an overview of the stock, planned receipts, confirmed requirements, and unconfirmed requirements for material T-AC6## in plant 1200 Dresden. MRP Element

Document Number

Requirement Date

Issue/Receipt

ConDelivery firmed/Un- Priority confirmed

Continued on next page

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a)

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Call the “Availability Overview” transaction: SAP Easy Access menu: Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material

T-AC6##

Plant

1200

Checking Rule

A

MRP Element

Document Number

Receipt/Requirement Date

Stock

IsConsue/Re- firmed/Unceipt confirmed

Delivery Priority

+500

Sales order

Today

-100

Unconfirmed 1

Release order/stock transport order

Plus 1 month

-1000 Confirmed 2 (500 on requirement date + 500 after the planned order receipt)

Purchase order

Plus 2 months

+1000

Sales order

Plus 2.5 months

-500

confirmed

3

Hint: To determine the delivery priority of the documents, you can branch directly to the documents from the availability overview by choosing Environment → Display MRP Element. The delivery priority for sales orders and stock transport orders is shown at item level on the Shipping tab page.

Continued on next page

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Task 2: Manual Backorder Processing 1.

You decide that the sales order for Motorradmarkt Stuttgart must be delivered as soon as possible. To confirm this order, you use quantities that have been “reserved” for the first schedule line of the release order. However, the total confirmation of the release order must remain at 1000 pieces. You therefore use 100 pieces of T-AC6## that have been used/reserved for the sales order with delivery priority 3 to confirm the release requirement. Carry out the relevant (manual) backorder processing. Hint: Do not save the backorder processing. You still need this example for the rescheduling task. a)

Logistics → Sales and Distribution → Sales → Backorders → Backorder Processing → Material Material

T-AC6##

Plant

1200

Checking Rule

A

b)

On the Backorder Processing: Overview screen, double-click the second schedule line of the release order. Reduce the committed quantity to 400 pieces. Choose Copy.

c)

Now double-click the unconfirmed Motorradmarkt sales order with priority 1. In the Committed field, enter 100 (pieces). Choose Copy.

d)

Now double-click the confirmed sales order with priority 3 (requirement date of today in approximately 2.5 months). In the Committed field, enter 400 (pieces). Choose Copy.

e)

Double-click the third schedule line of the release order. Increase the confirmed quantity to 600 pieces. Choose Copy.

f) Hint: Do not save the backorder processing. You still need this example for the rescheduling task. Backorder Processing → Exit

Continued on next page

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Task 3: Rescheduling 1.

First check the “Rule for Transferring the Results of the Availability Check” for sales orders in the sales area 1000 / 12 / 00, and the “Rule for Adoption of ATP Results in Purchasing” for document type UB in plant 1200 Dresden. Rule for Transferring the Results of the Availability Check for Sales Orders: Sales Area

Rule

1000 / 12 / 00 Rule for Adoption of ATP Results in Purchasing: Document Type/Delivery Plant

Rule

UB / 1200 a)

IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Default Settings. Rule for Transferring the Results of the Availability Check for Sales Orders:

b)

Sales Area

Rule

1000 / 12 / 00

E

IMG: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Assign Delivery Type and Checking Rule Rule for Adoption of ATP Results in Purchasing:

2.

Document Type/Delivery Plant

Rule

UB / 1200

E

In the future, you want to process sales orders and stock transport orders that have already been created on a daily basis. You therefore want to breach the first-come, first-served principle and distribute the ATP quantity on the basis of the delivery priority. Requirements with a high delivery priority should be given preference during the ATP check. Sales orders and stock transport orders are to be processed in the same way. For material T-AC6## in plant 1200, reschedule the order accordingly “online.” First reschedule the order in a simulation. Analyze the result of the rescheduling. Continued on next page

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_________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Backorders → Rescheduling → Execute Material

T-AC6##

Plant

1200

Process Sales Documents

Selected

Process Stock Transfer Docs

Selected

At Item Level

Selected

Unconfirmed Documents Required

Not selected

Simulation

Selected

Document Category

“Blank”

Delivery Priority

1

Date

“Blank”

Document Number

“Blank”

Document Item

“Blank”

Program → Execute

Continued on next page

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Document

Requirement

Old Date

Old Quantity

New Date

New Quantity

Stock transport order (priority 2)

1000

Today plus 1 month

500

Today plus 1 month

400

Today plus 2 months

500

Today plus 2 months

600

Order (initially entered but priority only 3)

500

Today plus 2.5 months

500

Today plus 2.5 months

400

Motorradmarkt Stuttgart order (priority 1)

100

Today

0

This week

100

The ATP quantity has been allocated by delivery priority. 3.

Define a new rescheduling. Stock transport orders are no longer to be included in the rescheduling. Rescheduling must reallocate only ATP quantities among sales documents on the basis of the delivery priorities. For material T-AC6## in plant 1200, reschedule the order accordingly “online.” First reschedule the order in a simulation. Analyze the result of the rescheduling. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Backorders → Rescheduling → Execute

Continued on next page

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Material

T-AC6##

Plant

1200

Process Sales Documents

Selected

Process Stock Transfer Docs

Not selected

Unconfirmed Documents Required

Not selected

Simulation

Selected

Document Category

“Blank”

Delivery Priority

1

Date

“Blank”

Document Number

“Blank”

Document Item

“Blank”

Program → Execute Document

Requirement

Old Date

Old Quantity

New Date

New Quantity

Order (initially entered but priority only 3)

500

Today plus 2.5 months

500

Today plus 2.5 months

400

Motorradmarkt Stuttgart order (priority 1)

100

Today

0

Today plus two months (after the order is received)

100

The ATP quantity has been reallocated based on the delivery priority. The confirmation of the stock transport order remains unaffected. As a result, only the ATP quantity of the planned receipt (purchase order) and the ATP quantity already used to confirm the order with delivery priority 3 can be reallocated to the two sales orders.

Continued on next page

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4.

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Fix the confirmed quantities and dates for the order that already exists in the system with delivery priority 3 (you determined the document number of the order in task 1, step 2). Then reschedule the order again. To do so, use the processing parameters described in step 2 of this task. First reschedule the order in a simulation. Analyze the result of the rescheduling. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ a)

Logistics → Sales and Distribution → Sales → Order → Change Order: Order number from task 1, step 2

b)

On the Create Standard Order: Overview screen, check the availability at ITEM level again. On the Standard Order: Availability Control screen, select the Fix Qty/Date field. For example, choose “One-Time Delivery”. On the “Change Standard Order XXXXX: Overview” screen, choose Sales Document → Save to save your change.

c)

Now carry out rescheduling: Logistics → Sales and Distribution → Sales → Backorders → Rescheduling → Execute Material

T-AC6##

Plant

1200

Process Sales Documents

Selected

Process Stock Transfer Docs

Selected

At Item Level

Selected

Unconfirmed Documents Required

Not selected

Simulation

Selected

Document Category

“Blank”

Delivery Priority

1

Date

“Blank”

Document Number

“Blank”

Document Item

“Blank” Continued on next page

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Program → Execute Document

Requirement

Old Date

Old Quantity

New Date

New Quantity

Stock transport order (priority 2)

1000

Today plus 1 month

500

Today plus 1 month

400

Today plus 2 months

500

No entry in log = NO change

No entry in log = NO change

Today

0

This week

100

Motorradmarkt Stuttgart order (priority 1)

100

The order with the Fix Qty/Date indicator is no longer included in the rescheduling. It retains its confirmations. The ATP quantity has been redistributed between the stock transport order and the Motorradmarkt order on the basis of the delivery priority. The order has a higher delivery priority and therefore is allocated the ATP quantity from the stock transport order. The stock transport order has been impaired. Instead of 1,000 pieces of T-AC6##, a total of only 900 pieces can now be confirmed for the stock transport order.

Continued on next page

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5.

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Now post the rescheduling from step 4 of this task and check whether the Motorradmarkt order has actually been changed. a)

Carry out rescheduling: Logistics → Sales and Distribution → Sales → Backorders → Rescheduling → Execute Material

T-AC6##

Plant

1200

Process Sales Documents

Selected

Process Stock Transfer Docs

Selected

At Item Level

Selected

Unconfirmed Documents Required

Not selected

Simulation

NOT selected

Document Category

“Blank”

Delivery Priority

1

Date

“Blank”

Document Number

“Blank”

Document Item

“Blank”

Program → Execute b)

Now call the order from task 1, step 1 in the “Display Order” transaction by choosing Logistics → Sales and Distribution → Sales → Order → Display. Order: Order number from task 1, step 1

c)

Display the schedule line(s) for item: Required Delivery Date / Delivery Date

Order Quantity

Confirmed Quantity

Today

100

0

Today + 3 days

0

100

After rescheduling, the order has a confirmed quantity and date.

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Lesson: Backorder Processing and Rescheduling

Lesson Summary You should now be able to: • Explain the need for processing backorders and rescheduling • Describe the situations in which you use backorder processing and rescheduling • Process backorders and reschedule, as well as analyze the results • Configure the necessary Customizing settings

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Unit Summary You should now be able to: • Explain the need for processing backorders and rescheduling • Describe the situations in which you use backorder processing and rescheduling • Process backorders and reschedule, as well as analyze the results • Configure the necessary Customizing settings

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Unit 5 Appendix Unit Overview This unit contains additional examples of the calculation logic for the cumulated ATP quantity.

Unit Objectives After completing this unit, you will be able to: • • • •

Explain the ATP quantity calculation List the advantages of collective orders in the availability check Explain assembly processing Explain the availability check when used for subcontracting

Unit Contents Lesson: Appendix...............................................................248

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Lesson: Appendix Lesson Overview This lesson contains case studies for the ATP quantity calculation. It also contains additional information about configuration for the scope of the check, collective orders in production, assembly processing, and subcontracting.

Lesson Objectives After completing this lesson, you will be able to: • • • •

Explain the ATP quantity calculation List the advantages of collective orders in the availability check Explain assembly processing Explain the availability check when used for subcontracting

Business Example As a member of the project team, you have to be able to reproduce the ATP quantity calculation in the SAP system. With the help of selected case studies, you learn how to interpret the calculation logic. You also become more familiar with configuring the scope of the check. In addition, you learn about the availability check for collective orders in production, as part of assembly processing, and for subcontracting.

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Lesson: Appendix

Calculating the ATP Quantity

Figure 63: Case Study: Initial Situation

The graphic shows the initial situation for the sample material in the availability check plant: •

The current plant stock is 100 pieces.

•

Expected receipts include two purchase orders: 50 pieces in 4 weeks and 60 pieces in 8 weeks.

•

Requirements that are already scheduled and that have to be taken into account include three sales orders of 100, 40, and 50 pieces in 2, 6, and 10 weeks respectively.

Using this as a basis, we will create an additional order of 10 or 20 pieces of the material in the following four case studies. Depending on the required delivery date and the material availability date, various confirmation statuses will arise.

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Figure 64: Case 1: Conformation on Required Delivery Date

In case 1, an order for 10 pieces is created. The material must be provided in 5 weeks so that the required delivery date can be met. The question is whether the required 10 pieces can be provided in 5 weeks based on the current stock situation and the planned issues and receipts.

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Lesson: Appendix

Figure 65: Result for Case 1: Confirmation on Required Delivery Date

The availability check shows that the system can confirm the 10 pieces for the requested delivery date, without the other planned orders being endangered.

Figure 66: 2. Case 2: Confirmation for a Later Date

In case 2, the customer requires 20 pieces, not 10.

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The material should be provided in 3 weeks. The customer also requires a complete delivery. What is the earliest date on which the 20 pieces can be provided?

Figure 67: Result for Case 2: Confirmation for a Later Date

The order cannot be confirmed for the required delivery date. Due to the “complete delivery” agreement, the quantities cannot be divided. The 20 pieces can therefore be provided only after the second purchase order has been received. Based on the materials availability date, the system uses delivery scheduling (forward scheduling) to calculate the confirmation date for the delivery of 20 pieces.

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Lesson: Appendix

Figure 68: 3. Case 3: Partial Deliveries

If the customer agrees, the required order quantity can be divided into several partial deliveries. In case 3, the initial situation is the same as cases 1 and 2. In case 3, however, the customer needs the goods as soon as possible and allows you to divide the delivery quantities into partial deliveries, if necessary. The new sales order with a requirements quantity of 20 pieces is entered; the required delivery date is in three weeks. When can the material be provided for partial deliveries and in what quantity?

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Figure 69: Result for Case 3: Partial Deliveries

The order cannot be confirmed for the required delivery date. However, the “partial deliveries permitted” agreement means that the quantity can be split up. You can confirm the 20 units for two later dates, each with 10 units.

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Lesson: Appendix

Figure 70: 4. Case 4: Inclusion of the Replenishment Lead Time

In case 4, the system assumes that the material will be available at the end of the replenishment lead time by the latest. The replenishment lead time is an empirical value that can be entered in the material master and indicates the time usually required to procure this material. The availability check is only run until the end of the replenishment lead time. If the system checks availability using the replenishment lead time, you can provide 20 pieces on the requested date. If you check availability without including the replenishment lead time, however, the result is the same as case 2. You cannot make 20 pieces available until the date on which the last purchase order for 60 pieces arrives (receipt).

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Additional Slides for Availability Check Control

Figure 71: Hints on Configuring the Scope of Check -1-

If a business transaction has follow-on processes, you can define another check scope for the ATP check for each document in the process chain or along the entire business process. However, you must understand the implications this has for the ATP check!

Figure 72: Hints on Configuring the Scope of Check -2-

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Lesson: Appendix

Figure 73: Hints on Configuring the Scope of Check -3-

Collective Orders

Figure 74: Collective Orders in Production

Collective orders are the only way in which you can manage production orders on multiple levels. This is integrated in all components (SD, MM, and so on) of the SAP ECC system. For each BOM component whose material master contains the special procurement key 52, a separate suborder is created automatically (special

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procurement type: direct production). The special procurement key of the material master can be overridden using the explosion type field in the BOM item. All orders in the collective order have the same order type. Production versions are transferred from the leading order to the suborders. The lot size indicator (in the material master) is not taken into account when you open individual orders. Individual orders can be added or deleted. Each component in an order (whether or not it has special procurement key 52) can be made operational for an order. Other useful special procurement types (such as “production in an alternative plant”) can be combined with direct production (collective order).

Figure 75: Collective Orders – Advantages

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Figure 76: Collective Orders – Availability Check

All orders in the network or subnetwork are always checked during the availability check. The missing parts overview lists all missing parts. You can make changes to the missing parts. The list is saved with the status of the last check. The missing parts list contains all missing parts and components that cannot be checked. This list is not saved.

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Assembly Processing

Figure 77: Assembly Processing

The individual components for the final product have already been produced for make-to-order production with assembly production. You then only need to assemble the components according to the customer’s wishes. This means you need just a one-level bill of material explosion and you do not need to generate dependent requirements. This means that you do not need a planning run at this point for make-to-order production with assembly processing. You can create a production order directly from the sales order. When you do so, the availability of the production order components is checked. The system returns the confirmed quantity and delivery date from the production order to the schedule lines in the sales order. Any changes made to the confirmed schedule lines or the delivery date are immediately visible in the sales order and/or in the production order.

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Subcontracting

Figure 78: Subcontracting

With subcontracting, your vendor (subcontractor) receives with components from which a product is manufactured. The end product is requested by your company through a purchase order. The components required by, and subsequently provided to, the subcontractor to manufacture the ordered product are listed in the purchase order. Materials can be provided in an LE delivery. The components can be determined by the system through a bill of material. You order the finished product in a subcontract order. The components that the vendor receives to manufacture the finished product are listed in the purchase order. To create this, you can use a BOM, which can also contain other components that the vendor provides. From the component overview of the purchase order, you can check the availability of components for the requirement date by choosing Component List → Component Availabil. The components are then delivered to the vendor and managed as part of vendor-based special stock O (= stock of material provided to vendor). The vendor may receive these components from you or from another business partner. If you dispatch the components to the subcontractor from your company, you can use the shipping activities. The vendor provides the agreed service and delivers the ordered material (the finished product). The consumption of the components is

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automatically posted with the goods receipt posting. If the vendor informs you that fewer or more components were consumed than planned after you have posted the goods receipt, you have to change the stock (subsequent adjustment). The vendor provides an invoice for the services rendered and this is checked in invoice verification.

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Lesson Summary You should now be able to: • Explain the ATP quantity calculation • List the advantages of collective orders in the availability check • Explain assembly processing • Explain the availability check when used for subcontracting

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Unit Summary

SCM671

Unit Summary You should now be able to: • Explain the ATP quantity calculation • List the advantages of collective orders in the availability check • Explain assembly processing • Explain the availability check when used for subcontracting

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© 2009 SAP AG. All rights reserved.

2009

SCM671

Course Summary

Course Summary You should now be able to: • • • • • • •

2009

Understand the basic concept of the availability check Understand the integration and interaction of the availability check with materials planning and planning Decide between using the ATP check, the product allocation, and the check against planned independent requirements Configure the availability check in Sales and Distribution and analyze the results of the check Configure the availability check in production and analyze the results of the check Configure the availability check in Materials Management and analyze the results of the check Process backorders

© 2009 SAP AG. All rights reserved.

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Course Summary

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SCM671

© 2009 SAP AG. All rights reserved.

2009

Feedback SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. If you have any corrections or suggestions for improvement, please record them in the appropriate place in the course evaluation.

2009

© 2009 SAP AG. All rights reserved.

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