scm671_availability check

SCM671Availability Check in SAP ERP

SAP ERP - Sales and Services

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Participant HandbookCourse Version: 92Course Duration: 3 DaysMaterial Number: 50094044

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

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

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About This Handbook SCM671

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iv © 2009 SAP AG. All rights reserved. 2009

ContentsCourse Overview ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Course Goals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiCourse Objectives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii

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

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

Unit 3: Availability Check Against Planned IndependentRequirements ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Availability Check Against Planning in Sales and DistributionProcessing ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .190

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

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

2009 © 2009 SAP AG. All rights reserved. v

Contents SCM671

vi © 2009 SAP AG. All rights reserved. 2009

Course Overview

Target AudienceThis course is intended for the following audiences:

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

Course PrerequisitesRequired Knowledge

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

Recommended Knowledge

� None

Course GoalsThis 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 ObjectivesAfter completing this course, you will be able to:


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

2009 © 2009 SAP AG. All rights reserved. vii

Course Overview SCM671

� Configure the availability check in production and analyze the results ofthe check

� Configure the availability check in Materials Management and analyze theresults of the check

� Process backorders

viii © 2009 SAP AG. All rights reserved. 2009

Unit 1Availability Check Based on ATP

Quantity

Unit OverviewThis lesson covers the availability check based on the ATP quantity. In real-lifescenarios, this is the method most commonly used. The first lesson of this unitintroduces the concept, configuration, and interpretation of the ATP check indetail, using the sales application as an example. The following two lessonsprovide an overview of how the ATP check can be used in the areas of planningand manufacturing to ensure that components are available. You will also learn ingreater detail how the ATP check can be used with reservations, stock postings,and stock transfer orders in the �Materials Management� application.

Unit ObjectivesAfter 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 ContentsLesson: ATP Check Using the Example of Sales and Distribution ... . . . . . . .3

2009 © 2009 SAP AG. All rights reserved. 1

Unit 1: Availability Check Based on ATP Quantity SCM671

Exercise 1: ATP Check in Order and Delivery.. . . . . . . . . . . . . . . . . . . . . . . . . . 35Exercise 2: Activating and Selecting the Check Method .. .. . . . . . . . . . . . 51Exercise 3: Controlling the ATP Check .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Exercise 4: Shortage Check ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Lesson: ATP Check in Manufacturing... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103Exercise 5: ATP Check in Manufacturing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109

Lesson: ATP Check in Materials Management ... . . . . . . . . . . . . . . . . . . . . . . . . . .132Exercise 6: ATP Check in Materials Management ... . . . . . . . . . . . . . . . . . .139


SCM671 Lesson: ATP Check Using the Example of Sales and Distribution

Lesson: ATP Check Using the Example of Sales andDistribution

Lesson OverviewIn this lesson, you will learn about the ATP check together with the sales order andoutbound delivery in more detail. It discusses the concept of the ATP check alongwith how to interpret the results and configure the Customizing settings.

Lesson ObjectivesAfter 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 ExampleWhen you create a sales order, you can confirm delivery of the goods on therequested delivery date only if they are available for all processing activities beforethe delivery is issued. So that you can reliably confirm a delivery, availabilityhas to be checked on the basis of the ATP quantity as part of order processingand generating the outbound delivery.



Concept of the ATP Check

Figure 1: Concept of the ATP Check

The ATP availability check is a function that can be executed for: salesdocuments, outbound deliveries, planned orders, production orders, service orders,stock transport requisitions, stock transport orders, stock transport schedulingagreements, subcontracting items for purchase orders, reservations, and stockpostings.

The ATP check informs the user whether all required materials are available forsales or shipping, production, and goods movements. At the same time, it preventsthe required material from being displayed as available for other requirements.The aim is to provide reliable delivery confirmations, in other words, to confirmmaterials, quantities, and dates for the customer (both internal and externalcustomers).

The basic concept of the check based on the ATP quantity is summarizedas follows: Incoming requirements (for example, customer requirements orcomponent requirements in manufacturing) are checked against the �cumulatedATP quantity� for the requirement date. If the cumulated ATP quantity for therequirement 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 changesthat are taken into account when the ATP quantity is calculated and availabilitychecked.



Interpreting the Results of the ATP Check

Figure 2: Availability Check

If the availability check for the order is successful, the system confirms therequired material and quantity for the required date. In this case, the user does notnotice the availability check. The result is a confirmed schedule line in the salesorder. If the availability check is unsuccessful, the system response is dependenton the Customizing settings. The system can branch to the Availability Controlscreen or automatically select the delivery proposal specified in the Customizingsettings for Availability Check Default Values.

On the Availability Control screen, the system informs the user of the quantitiesthat 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 thedelivery date and quantity proposed and confirmed by the system, thisquantity and date can be fixed. The system then transfers the requirementto materials planning so that the confirmed date and quantity can be met.The date and quantity originally required are not forwarded to materialsplanning. If you do not select the Fix Qty/Date field, the delivery date andconfirmed quantity are not fixed. If materials can be either produced orprocured more quickly, you may be able to deliver the materials closer tothe required delivery date, that is, earlier than the date confirmed by thesystem. However, the delivery quantity and date may also be negativelyaffected.



Figure 3: Default Values in Customizing

In the Avail. Check Rule field, you can activate or deactivate the AvailabilityControl screen for sales document processing. If the screen is deactivated, theend user cannot manually select a delivery proposal if the availability check isinsufficient. Therefore, Customizing settings must be configured to specify howthe system is to respond. Is the system to select one-time delivery, completedelivery, or delivery proposal automatically in the background?

If the Availability Control screen is active, you still have to define how the systemresponds if the availability check is insufficient for functions that run in thebackground and that check availability (for example, rescheduling).

You can also control whether the Fix Qty/Date parameter on the AvailabilityControl screen is selected by default.



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 enteredat item level. For each item, there is at least one schedule line that the systemgenerates automatically. If the required quantity and date can be confirmed on thebasis of the availability check and shipping and transportation scheduling, this isdocumented in the system by a confirmed schedule line for the order item. If therequired quantity and date cannot be confirmed, and the availability check doesnot return a delivery proposal, an unconfirmed schedule line may exist in extremecases. Unconfirmed schedule lines cannot be delivered. This kind of situationtherefore requires immediate backorder processing. In situations in which therequired quantity cannot be confirmed for the required date, the system usuallygenerates delivery proposals based on the forecasted ATP quantities, and theseproposals are then documented as additional schedule lines for the order item.

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



You can set the complete delivery indicator in the sold-to party master record, andthis is then transferred to the document header of the sales document. It specifiesthat a document and all of its items must be delivered in full.

The partial delivery indicator for the document items can be proposed fromthe sold-to party master record or the customer material info record. 1. Theinformation in the customer material info record takes precedence. It refers to thefull 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

� D No limit to subsequent deliveries

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

Figure 6: Analyses for the Availability Check



Declarations about the availability situation can be made only on the basis ofthe ATP quantity. Transaction CO09 �Availability Overview� can be used forthis. The stock/requirements list (transaction MD04) and the stock overview(transaction MMBE) cannot be used for declarations about availability. If they areused, 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 andenhanced material search for the sales order application. Using the materialview function, you can display detailed material data without having to access thematerial master directly. In the material view for material of one or more salesdocument items, you can display the ATP quantity based on the current date acrossseveral plants. You access the material view screen by selecting one or more salesorder 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 plantof the order item. The possible selection of plants ranges from the selection ofonly the delivery plant of the order item to all plants that are assigned to the salesorganization of the order or all plants that are assigned to the company code of theoperation. You can also analyze all plants in a region or �all� plants for which thematerial is maintained. Using the transaction WSD_CBP �Display Close-By PlantAssignments,� you can also freely specify the plants that are to be analyzed in thematerial view in conjunction with the availability check.

The concept of the extended material search is to enable you to find materialsquickly and efficiently. The extended material search can therefore be used asan alternative to the F4 material search in the sales documents. Along with othersearch criteria, you can perform a �free-text search� and a material search with



key words. In the search result of the extended material search, the ATP quantitycan 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 immediatelyinforms you whether the material has been created in the respective plant andwhether 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 andplant (material is maintained in the plant), and the required materials can then betransferred 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 usedin all sales documents that have the �schedule line� level. It can also be usedin outbound deliveries. Once availability has been checked in the initial salesdocument, a new check may be useful at the time the delivery is created since theATP situation may have changed in the meantime.



Figure 9: Activating the Availability Check

So that the availability check is carried out as part of document processing forsales and outbound deliveries, this function must be �activated.� If necessary, theavailability check can be activated only for specific materials or material groups,or for selected operations. Whether the material or operation is relevant for thecheck depends on the various Customizing objects and parameters, as well as thecorresponding 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.



Figure 10: Deciding on the Check Method

Once you have decided whether availability has to be checked, you also haveto 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 isactivated 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 itemcategories. If an availability check is not intended at the level of the requirement



class, it cannot be activated at schedule line or item level. However: If theavailability check is active at the level of requirement classes, it can still bedeactivated at schedule line or delivery item level.

In addition, the ATP check can be activated and deactivated using the checkinggroup. The checking group is defined in the material master and groups materialsin terms of the requirements transfer and the ATP check. Consequently, there isan additional option of activating and deactivating the ATP check in relation tothe 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 oroperation. 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 groupfrom the material master. If the strategy group is not maintained, the MRPgroup is used to determine it. If the MRP group is not defined, the systemuses the material type instead of the MRP group to determine the strategygroup (the material type has to be maintained as the MRP group).

� A requirement type for customer requirements is determined using thestrategy.

� The requirement class is determined using the requirement type for thecustomer requirement.

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



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 systemattempts 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 orclass using only the item category.

If all of the attempts to determine a requirement class fail or if the availabilitycheck is deactivated for the requirement class determined, the operation is notrelevant for the availability check.

Note: The Source field can be used to choose an alternative searchstrategy. You also have the option to prioritize the determination of therequirement type/class using transactions.



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 inthe relevant schedule line categories.

The system uses two steps to automatically determine the schedule line categoryto control the order schedule lines: First, it tries to determine the schedule linecategory using the key combination of item category and MRP type. If a scheduleline category is not found, the system then finds the schedule line category usingonly the item category.

In each case, automatically determining the schedule line category is thereforebased on the order item category that was previously determined. This isdetermined on the basis of the following criteria:

� 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)



Figure 15: Determining the Delivery Item Category

In Customizing for the delivery item category, you can deactivate the availabilitycheck for delivery items. The item category of a delivery item is determined asfollows:

When you copy an order item to a delivery, the system copies the key of the orderitem category to the delivery item.

The system cannot copy an (order) item category for order-independent items inthe delivery (for example, packaging material in the delivery) or for a deliverywithout a reference to an order (for example, delivery type LO). In this case, thesystem determines an item category for the delivery according to the assignmentsspecified in Customizing. Determining the item category in the delivery is verysimilar to determining the item category in the order. To determine the itemcategory, the system takes into account the delivery type as well as the itemcategory group (from the material master of the item). Additional use is setinternally for some functions.



Controlling the ATP Check

Figure 16: Check Logic

The basic check logic of the ATP check is hard-coded and cannot be changed inCustomizing. The ATP check is successful if a sufficient, cumulated ATP quantityis available on the material availability date. You can display the stock, receipt,and requirement information necessary to calculate the ATP quantity, as well asthe relevant points in time, in a time series. Programming dictates that the systemalways attempts to fulfill requirements with the most recent receipt. On the basisof this logic, along with the stock, receipt, and requirements information, andyour time points, the system calculates and displays the cumulated ATP quantityfrom today to a given point in the future.

To consolidate your understanding of the ATP check, here is a summary of themost important points:

� The ATP check is successful if a sufficient (cumulated) ATP quantity isavailable on the material availability date.

� The scope of the ATP quantity is defined individually for each companybased 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.



Figure 17: Controlling the ATP Check

The type and scope of the ATP check is defined in Customizing for �AvailabilityControl�. This defines the ATP quantity calculation and the level of the check, anddetermines whether the ATP check is carried out with or without the replenishmentlead time.

Figure 18: Selecting Check Control

The �availability control�, that is, the type and scope of the ATP check, can againdepend on the material, the material group, and the operation. The checking groupis one feature of determining the �availability check control.� For the ATP check,



materials are grouped using the checking group, whereby a specific checkinggroup is assigned to the required materials in the material master. New checkinggroups can be defined in Customizing if necessary.

The second feature for determining the �availability check control� is the checkingrule. This is used to distinguish operations in terms of the ATP check. Theassignment of document type and checking rule is hard-coded in the �Sales andDistribution� application. In general, checking rule A is assigned to the salesdocument 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 QuantityThe basic concept of the check based on the ATP quantity is summarized asfollows: The requirement date of incoming requirements (for example, customerrequirements or component requirements in manufacturing) is checked against thecumulated ATP quantity. If the ATP quantity for the requirement date is available,the requirement can be confirmed. At the same time, a confirmed requirementreduces the cumulated ATP quantity. The quantity is therefore �reserved� for therequirement and is not available for other requirements.

The stocks and stock changes that are taken into account when the ATP quantity iscalculated and the availability is checked depend on the scope of the check. Thedocument processor can display the check scope of a document when processingthe document. This is defined in Customizing

Figure 19: Defining the Scope of Check



In the �availability check control,� you also define the scope of the check. Thatis, you specify which stock segments, planned requirements, and planned receiptelements 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 qualityinspection, and blocked stock.

� Receipts/issues: purchase orders, purchase requisitions, planned orders,production orders, reservations, dependent reservations, dependentrequirements, sales requirements, and delivery requirements.

Receipts in the past: If planned receipts are included in the ATP quantitycalculation, the following situations may arise. At present, there may be plannedreceipts that were expected in the past. These receipt elements should alreadyhave been added to stock. However, they are still planned receipts with a plannedreceipt date in the past. In Customizing for the �availability check control,� youcan now decide whether this receipt element is to be included in the ATP quantitycalculation. In either case, you can activate an additional warning message forthe user.

For operations that generate special stocks (such as make-to-order production,consignment processing, or returnable packaging processing), availability ischecked against the special stock using the specified scope of check in conjunctionwith the respective special stock indicator from the requirement class.

Since various, operation-based scopes of check can be defined, they must beconsistent along the process chain. If, for example, the checking rules dictate thatthe availability check in sales documents is to include both sales and deliveryrequirements, but that the availability check in deliveries is to include deliveryrequirements only, there is a danger that quantities already �reserved� by salesdocuments 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 canbe defined in much greater detail using ATP categories.



Check Level of the ATP Check

Figure 20: Where Is ATP Checked?

Availability for sales documents and deliveries is generally checked at plant andstorage location level. If the material is handled in batches, an additional check iscarried out at batch level. However, you can configure the Customizing settings todeactivate the check at storage location level.

In sales documents, availability is checked in the plant of the order item. The plantis usually determined automatically (location determination) based on the masterdata. Any master data in which the delivery plant can be defined is accessed inthe following sequence:

� 1. Customer-material info record (detailed view)

� 2. Customer master record of the goods recipient (Sales Data: Shippingtab page)

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

If you enter the delivery plant manually during order processing, your entry willoverwrite the default value for location determination.

Caution: Availability for a sales document item is checked in thedelivery plant of the item; if a storage location is defined in the order itemand the storage location check is active, the check is carried out in thisstorage location only. An automatic, cross-plant availability check is not



available in SAP ERP. However, the Other Plant option on the availabilitycontrol screen of the order allows you tomanually include multiple plantsin the availability check, not only the delivery plant of the item.

Note: Besides determining locations in the ECC system based purely onmaster data as described above, you can also use the SCM APO systemto determine locations and check availability based on rules (for moreinformation, see course SCM 670 Global Available-to-Promise). Thisallows you to check availability automatically and across plants.

The storage location is not automatically determined in sales documents. Theavailability check of sales documents is therefore specific to a storage locationonly if the storage location is specified with the document item either manuallyor by configuring the system.

Availability for deliveries is checked at the level of the delivery plant or storagelocation of the delivery item if the check at storage location level is active. Thestorage 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 differentlevels. For example, if a requirement applies only to a plant, it is sufficient torestrict the stocks, receipts, and issues to plant view. However, if the issue refersto a batch or storage location, batch and storage location stocks must be includedalong with the plant stock. For example, if a batch is specified, the check is carriedout on two levels: first against the batch and then against the plant stock. If a batchand a storage location are specified, the check is carried out on four levels: firstagainst the batch storage location, then against the batch, then against the storagelocation, and finally against the plant stock.

Caution: The organizational level with the lowest ATP quantitydetermines the result of the check.

Note: If the storage location is excluded from materials planning or isplanned separately, the additional check at plant level is not carried outsince this storage location stock is not included in the plant stock.

Sales order stocks and project stocks are managed separately in the systemand are not included in the plant stock. If material is issued from salesorder stock or project stock, the check is carried out for this individualstock only. A two-level check is not carried out.



Figure 21: Customizing the Check Level

In Customizing for the �availability check control,�, the check at storage locationlevel 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 storagelocation. This assumes however, that the requirement contains storage locationinformation. If this is not the case, the check is carried out at plant level only. Therequirement must always contain plant information. If the No Stor. Loc. Inspectnindicator is set, availability is checked at plant level. This is the case, even if therequirement contains storage location information.

Note: If a storage location is excluded from materials planning oris planned separately, the check without storage locations cannot beactivated.

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 confirmthis requirement, 500 pieces are obtained from receipt 1 and the remaining 700pieces are removed from the plant stock. The plant stock can still provide an ATPquantity of 300 pieces for future requirements.



Figure 23: Example: Checking at Storage Location Level

The plant stock of 1,000 pieces comprises the stock in storage location 1 in theamount of 800 pieces and the stock in storage location 2 in the amount of 200pieces. Requirement 2 for 500 pieces is to be removed from storage location 1. Atpresent, this storage location contains 800 pieces. Requirement 2 still cannot beconfirmed 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 systemconfirmed the full requirement quantity of 500 pieces, the availability of confirmedissue 1 (for which the issue storage location is not specified and that removes itemsfrom 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?



The availability check is based on the material availability date.

The availability check in the order presupposes delivery and transportationscheduling. First, the material availability date is calculated (by examining thelatest point in time at which the material must be available in the warehouse sothat there is sufficient time remaining for the shipping process, and so that thegoods 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 tocalculate the material availability date and the transportation lead time. Theoutbound delivery must be created at the earliest of the two dates (selectiondate for the outbound delivery). The material must be available on the materialavailability 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 isavailable on the material availability date, the customer�s requested delivery datecan be confirmed. A schedule line is created for the sales document item. The dateof the schedule line displays the confirmed delivery date, which is the same asthe customer�s requested delivery date.

If one of the two dates is before the order date or if the material is not available onthe material availability date, the requested delivery date cannot be confirmed.Therefore, the system attempts to determine the next possible delivery date(forward scheduling).



Figure 26: Forward Scheduling

If the result of backward scheduling means that the delivery date required by thecustomer cannot be confirmed, the system generally continues scheduling usingforward scheduling.

The earliest date on which the material is available in the warehouse is the newmaterial availability date. This is the starting point for new delivery scheduling.

Forward scheduling takes into consideration the time parallels of the work flowsfor transportation planning and picking/packing of materials. The longer of thesetwo periods is relevant for scheduling. The selection date of the outbound deliveryis the earlier of the material availability or the transportation planning dates.



Figure 27: Periodicity of the ATP Check

The ATP check in SAP ECC is accurate to the day. The day begins at 00:00and ends at 00:00 in the time zone of the plant (local time) in which the ATPcheck takes place. The exact times (hour, minute, and second) of the plannedrequirements and planned receipt elements are not taken into account. Therelevant 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, althoughthey may actually be available only later in the day. Occasionally this leadsto shortages.

Note: SAP SCM APO can be adjusted to meet the customer�srequirements:

� 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 thelocal time zone in the respective location.



ATP Check Taking into Account the ReplenishmentLead TimeThe replenishment lead time is the time required to order or produce the requestedmaterial 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 thereplenishment 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 thematerial availability date for the item when calculated from the current date isoutside the replenishment lead time, the item can always be confirmed. In thiscase, the system assumes that any required quantity can be confirmed up to thematerial availability date and considers the goods to be available. They cantherefore be contractually promised to the customer. If the material availabilitydate is within the replenishment lead time, checks are carried out on the basis ofthe ATP quantity. The requirement is confirmed at the latest at the end of thereplenishment lead time. The availability check that uses the replenishment leadtime only produces meaningful results if you plan in regular intervals. (For singleand daily requirements, you should plan on a daily basis. For weekly requirements,you should plan on a weekly basis). The confirmed quantities are then comparedwith receipts. This is necessary because the delivery date of an order that wasconfirmed on the day before the replenishment lead time already lies within thereplenishment lead time on the current day, and thus leads to a shortage. Thisshortage could then prevent the delivery from being created, for example.

ATP Check Without the Replenishment Lead Time



If the replenishment lead time is not taken into account during the availabilitycheck, the system carries out an unrestricted availability check.

Note: For an explanation of the different results for the end of thereplenishment lead time on the Availability Control and AvailabilityOverview 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 materialin full, that is, using all BOM levels. The system calculates the replenishmentlead time using specific times that you define in the material master record andin Customizing. Depending on the procurement type, it can be calculated fromdifferent time periods. So that the replenishment lead time can be calculatedcorrectly, you must enter the necessary times in the material master record and inCustomizing.

Formaterials produced in house, the following options are available. If the TotalRLT field (MRP 3 View) is maintained, the time maintained in this field is used forthe availability check. If the Total RLT field is not maintained, the system readsthe in-house production time (MRP 2 view) and, if available, the goods receiptprocessing time (MRP 2 view) and interprets the total of these two times as thereplenishment lead time for the availability check.

Formaterials 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



Time), planned delivery time (MRP 2 view), and goods receipt processing time(MRP 2 view) is always interpreted as the replenishment lead time for theavailability check.

Note: All times are maintained as working days, with the exception of theplanned 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, confirmedquantity or requirement quantity (shortage check) may lead to overconfirmation.Based on the material availability date of the sales order in the past, the systemchecks whether there are receipt elements with an ATP quantity that is still free. Ifthere is a planned receipt based on the material availability date of the sales orderin the past, it is used to confirm the order requirement. If the planned receipt isthen postponed to any date after the confirmation date, the sales order confirmationis retained even though there is not enough stock to cover the requirement. Thisis because changing the receipt does not automatically change the order. A neworder created in this situation might also be confirmed because of the postponedreceipt and thus lead to an overconfirmation. To correct the overconfirmation,you can execute a planning run, reschedule, or process a backorder. Since thesefunctions require a lot of time, it is possible that orders whose entry dates indicatethat they cannot be delivered are actually delivered.

The shortage check prevents the scenario described above from occurring sincewhen it is active, the system not only confirms past receipt elements on the basisof the available ATP quantity, but also checks whether the total requirements and



confirmations exceed the total stock and receipt elements. If confirming a newrequirement means that the total number of requirements or confirmations in thesystem exceeds the stock and receipt elements, no confirmation can be made aspart 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. Thefollowing options are available.

� No shortage check

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

� Check taking into account the cumulated requirement quantities: Whencalculating the cumulated ATP quantity, the system takes into account thetotal of all requirement quantities open to date. This means that new salesorders can be confirmed only if the total receipts exceed the total requirementquantities. We recommend that you work with cumulated, confirmedquantities 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 aboutthe shortage situation (checking group, field Response, parameter 1).



Figure 32: Digression: Lock Logic

So that the results of the availability check are consistent, a material has to belocked for other users or checks during the availability check. There are twodifferent 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 duringthe availability check for each checking group and call (order/delivery/materialreservation). The block is set at material-plant level and remains until you savethe sales document.

Material block with quantity transfer: For performance reasons, it is useful toset the material block with quantity transfer only if multiple users often block thesame material at the same time. If this is not the case in your organization, you canwork with the standard lock logic at material-plant level. In Customizing, you canset the material block with quantity transfer in the IMG activity Define CheckingGroups. If this lock is active, the material is only locked during the availabilitycheck when a sales document is created or changed. It is thereby possible thatseveral users can process the same material at the same time within differentoperations without blocking each other. During the availability check, the materialused is locked exclusively in the current plant in the same way as the standardlock. If another user attempts to process the locked material in the correspondingplant while the availability check is being carried out, the system waits for onesecond before making five attempts to lock the material exclusively for the secondoperation. If all five attempts fail, the check is canceled and the operation remainsunconfirmed. To confirm the operation, the user must then call the availabilitycheck again. Once the check is complete, the confirmed quantities are locked,although not exclusively. The material block is reset. The non-exclusive quantityblock then informs users processing other operations about the reserved quantitiesof the respective material that are currently in process in the selected plant. Once



processing is complete, the lock entries are reset. If the processed operation hasbeen saved, the lock entries are reset only once the corresponding changes havebeen made to the database.

Note: If both lock options are active, the lock with the quantity transfertakes priority.

During manual backorder processing, a material with a quantity lockis locked exclusively so that the availability of this material cannot bechecked during this time.



Exercise 1: ATP Check in Order andDelivery

Exercise ObjectivesAfter 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 ExampleYour company wants to check availability using ATP logic for orders andoutbound deliveries. Familiarize yourself with this check method. Learn how tocarry out the ATP check and interpret the results in the application.

Task 1:Omega Soft-Hardware, Nuremberg orders 3,000 meters of �twisted conductorcable.�

1. Enter the sales order.

Order Type ORSold-to Party T-L64A##PO Number ## Order 1Requested Delivery Date One week from todayDelivery Plant 1200Material T-AC1##Order Quantity 3000

2. Since the material is not available as required, the system remains in orderentry on the Availability Control screen.

Hint: If you have already left the Availability Control screen, youcan 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



4. What other delivery proposals does the system make?

___________________________________________________________

___________________________________________________________

5. Explain why only 2,000 meters can be confirmed on the requested date butdelivery of 3,000 meters is possible at a later date. Examine the scope of theATP check and the calculation of the cumulated ATP quantity of materialT-AC1## in plant 1200.

Scope ofcheck:__________________________________________________

___________________________________________________________

___________________________________________________________

Calculation of cumulated ATP quantity:____________________________

___________________________________________________________

___________________________________________________________

6. Choose the delivery proposal One-Time Delivery on requested date and savethe 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 orderfor material T-AC1## is placed in the order center. Motorrad Markt in Stuttgartrequires 500 meters of T-AC1##. Enter this order as well.

1. Enter the second sales order.

Order Type ORSold-to Party T-S50B##PO Number ## Order 2

Continued on next page



Requested Delivery Date Today or as soon as possibleDelivery Plant 1200Material T-AC1##Order Quantity 500

2. Since the material is not available as required for this order either, the systemremains in order entry on the Availability Control screen.



___________________________________________________________


___________________________________________________________

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

___________________________________________________________

___________________________________________________________

5. Explain the delivery proposal. Examine the scope of the ATP check andthe calculation of the cumulated ATP quantity of material T-AC1## inplant 1200.

Scope ofcheck:__________________________________________________

___________________________________________________________

___________________________________________________________


___________________________________________________________

___________________________________________________________

6. Choose the delivery proposal Delivery Proposal and save the order. Make anote of the document number.

___________________________________________________________




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

1. For the second order, check the availability again and check the plant inwhich 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 anearlier date. Check availability for the order or order item again.

5. Since delivery plant 1400 Stuttgart is closer to the customer, you decideto 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 QuantityTodayToday plus 3 workingdays

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

___________________________________________________________

___________________________________________________________

___________________________________________________________

9. Save the changed order.




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 itpossible? 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 isto be delivered.

Delivery plant:_____________________________________________

Picking location:______________________________________

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

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

___________________________________________________________

7. Now check the cumulated ATP quantity of material T-AC1## in plant 1400and 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 3months 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 andthe delivery quantity back to 500 meters. Then save the outbound delivery.Make a note of the document number.

Outbound delivery:______________________________________________



Solution 1: ATP Check in Order andDeliveryTask 1:Omega Soft-Hardware, Nuremberg orders 3,000 meters of �twisted conductorcable.�

1. Enter the sales order.


a) Logistics→ Sales and Distribution→ Sales→ Order→ Create


2. Since the material is not available as required, the system remains in orderentry on the Availability Control screen.



___________________________________________________________

a) Plant 1200





___________________________________________________________

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

4. What other delivery proposals does the system make?

___________________________________________________________

___________________________________________________________

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

5. Explain why only 2,000 meters can be confirmed on the requested date butdelivery of 3,000 meters is possible at a later date. Examine the scope of theATP check and the calculation of the cumulated ATP quantity of materialT-AC1## in plant 1200.

Scope ofcheck:__________________________________________________

___________________________________________________________

___________________________________________________________


___________________________________________________________




___________________________________________________________

a) On the Availability Control screen, choose Scope of Check. When theATP quantity is calculated, purchase orders are taken into accountalong with other planned receipts.

b) Close the Display Scope of Check screen. From the Availability Controlscreen, call the Availability Overview screen. Display the details. To doso, choose Settings→ All Details.

Since you are displaying the �Availability Overview� from orderprocessing, the order is displayed on the material availability date asa �simulated requirement� in the amount of 3,000 meters. On thematerial availability date of the requirement, only a �cumulated ATPquantity� of 2,000 meters is available. This �cumulated ATP quantity�results from the plant stock of the material. As a result, a maximum of2,000 meters can be confirmed on the requested date.

Furthermore, there is a purchase order of 1,000 meters of materialT-AC1## for plant 1200. The planned delivery date of the order is inapproximately two months. Therefore, the �cumulated ATP quantity�for the planned delivery date of the order is 3,000 meters. After theplanned receipt, up to 3,000 meters can consequently be confirmed.

6. Choose the delivery proposal One-Time Delivery on requested date and savethe 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 SalesDocument→ Save.

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

1. Determine the following data:





a) Logistics→ Sales and Distribution→ Sales→ Order→ Display

Order: Enter the order number from task 1, step 6 or find the orderwith the PO number ## Order 1.

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

Delivery date: One week from todayOrder quantity: 3000Confirmed quantity: 2000

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

1. Enter the second sales order.

Order Type ORSold-to Party T-S50B##PO Number ## Order 2Requested Delivery Date Today or as soon as possible




Delivery Plant 1200Material T-AC1##Order Quantity 500


Order Type ORSold-to Party T-S50B##PO Number ## Order 2Requested Delivery Date Today or as soon as possibleDelivery Plant 1200Material T-AC1##Order Quantity 500

2. Since the material is not available as required for this order either, the systemremains in order entry on the Availability Control screen.



___________________________________________________________

a) Plant 1200


___________________________________________________________

a) No confirmation can be made on the requested date.

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

___________________________________________________________

___________________________________________________________

a) The system suggests delivery in approximately two months.

5. Explain the delivery proposal. Examine the scope of the ATP check andthe calculation of the cumulated ATP quantity of material T-AC1## inplant 1200.

Scope ofcheck:__________________________________________________




___________________________________________________________

___________________________________________________________


___________________________________________________________

___________________________________________________________

a) On the Availability Control screen, choose Scope of Check. When theATP quantity is calculated, purchase orders are taken into accountalong with other planned receipts.

b) Close the Display Scope of Check screen. From the Availability Controlscreen, call the Availability Overview screen. Display the details. To doso, choose Settings→ All Details.

Since you are displaying the Availability Overview from orderprocessing, the order today (material availability date) is displayed asa �simulated requirement� in the amount of 500 meters. Today, the�cumulated ATP quantity� is 0. The ATP quantity of the plant stockhas been used when the first order was confirmed. Confirmation istherefore not possible on the requested date.

However, there is a purchase order of 1,000 meters of materialT-AC1## for plant 1200, with a planned delivery date in approximatelytwo months. Therefore, the �cumulated ATP quantity� for theplanned delivery date of the order is 1000 meters. As a result of theplanned receipt, the requirement of 500 meters can be confirmed inapproximately two months.

6. Choose the delivery proposal Delivery Proposal and save the order. Make anote of the document number.

___________________________________________________________

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

b) On the Create Standard Order: Overview screen, choose SalesDocument→ Save.

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

1. For the second order, check the availability again and check the plant inwhich the system �automatically� checks material availability.




___________________________________________________________

a) Logistics→ Sales and Distribution→ Sales→ Order→ Change

Order: Enter the order number from task 2, step 6 or find the orderwith 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 ofthe order item.

3. Display the supplying plant for the order item.

___________________________________________________________

a) Leave the Availability Check screen by selecting the delivery proposal.Navigate to the screen �Change Standard Order: Overview� and choosethe tab page �Shipping�.The delivery plant for the order item is plant1200 Dresden. The system checks availability in the delivery plantof the order item.

4. Check whether you can deliver the order item from another plant on anearlier 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 CheckPlant. The requested quantity can be confirmed in both plants forthe required date (today).

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

a) Select the item �Plant 1400 Stuttgart� and choose Goto→ Adopt Plant.

6. Which delivery plant is now shown in the order item?

___________________________________________________________

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

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




Delivery Date Order Quantity Confirmed QuantityTodayToday plus 3 workingdays

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

Delivery Date Order Quantity Confirmed QuantityToday 500 0Today plus 3 workingdays

0 500

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

___________________________________________________________

___________________________________________________________

___________________________________________________________

a) Although 500 meters of material T-AC1## are available in plant 1400Stuttgart on the material availability date �today,� the system alsoschedules shipping and transportation alongside the availability check.Forward scheduling determines that the shipping and transportationactivities that have to be carried out will take a total of 3 workdays.Therefore, the items can delivered to the customer at the earliest in3 days.

On the Change Standard Order: Item Data screen, choose the�Schedule Lines� tab page, select the �confirmed� schedule line, andchoose Shipping. In the schedule line data, the Shipping tab pageallows you to follow the forward scheduling.

9. Save the changed order.

a) On the Change Standard Order: Overview screen, choose SalesDocument→ Save.




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 Referenceto Sales Order

On the Create Outbound Delivery with Order Reference screen, enterthe following data:

Shipping Point 1400Selection Date Today + 3 daysOrder Document number from task 3,

step 6

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

2. Increase the delivery quantity of the delivery item to 1,000 meters. Is itpossible? If not, why?

___________________________________________________________

___________________________________________________________

a) 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## isavailable�. Due to the availability situation, no more than 500 meterscan be delivered on the material availability date �today�.

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

a) On the Create Delivery: Overview screen, enter 500 in the Deliv. Qtyfield and confirm your entry by choosing Enter.

4. Check the delivery plant and storage location from which the delivery item isto 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




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

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

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

___________________________________________________________

a) On the Availability Overview screen, choose Goto→ Display Scopeof Check.

b) In the �Display Scope of Check� dialog box, No Storage LocationInspection is not selected, meaning that availability is checked at thelevel of plant/storage location.

7. Now check the cumulated ATP quantity of material T-AC1## in plant 1400and 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 AvailabilityOverview screen displays the cumulated ATP quantity at plant level andat 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 3months and increase the delivery quantity to 1,500 meters. Is it possible?Can you also confirm 2,000 meters for the new material staging?

___________________________________________________________




___________________________________________________________

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. Quantityto 1,500. It is possible to confirm 1,500 meters on the new materialavailability date.

Hint: Confirm the warning message by choosing Enter.

Increase the Dlv. Quantity to 2,000. It is not possible to confirm 2,000meters on the new material availability date. The system issues themessage: Only 500 m of material T-AC1## available.

9. Change the material availability date of the delivery item back to today andthe delivery quantity back to 500 meters. Then save the outbound delivery.Make a note of the document number.

Outbound delivery:______________________________________________

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



Exercise 2: Activating and Selecting theCheck Method

Exercise ObjectivesAfter completing this exercise, you will be able to:� Activate the ATP check for the Sales and Distribution application

Business ExampleConfigure the Customizing settings for the availability check. Learn how toactivate the availability check and select the check method for the requirementclass, schedule line category, and delivery item category. Analyze thedetermination of the requirement class in conjunction with the sales documents.

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

1. Display the order with the PO Number ## Order 2 and determine thefollowing data:

Requirement type of the order item:Schedule line category of the orderschedule line:

2. Which item category is used to control the delivery item of the delivery fromexercise 1, task 5, step 9?

Delivery item type

3. Display the material master of material T-AC1## in plants 1200 Dresden and1400 Stuttgart. Which checking groups are defined?

Checking group for plant1200:______________________________________





4. 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 whichmethod? Is the requirements transfer activated?

________________________________________________________

________________________________________________________

________________________________________________________

7. Now check the schedule line category CP. Is the availability check activatedfor this schedule line category? In which method? Is the requirementstransfer activated?

________________________________________________________

________________________________________________________

________________________________________________________

8. Is an ATP check intended for delivery item category TAN? CheckCustomizing for the delivery item category.

________________________________________________________




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

1. Which two strategies does the system provide to determine the requirementstype and therefore for requirements class?

2. Which strategy has been used to determine the requirements type/class inthe order item in the order from exercise 1, task 1 (order number: ## order1)? Remember: Material T-AC1## was sold from plant 1200 Dresden. Theorder item was checked with item category TAN. Before the �determinationstrategy� of the requirements type/class is checked, determine the MRP typeof material T-AC1## in plant 1200 Dresden.

MRP type:______________________________________________

Origin of the requirements type during requirements determina-tion:__________________

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 finalassembly)? Analyze the assignment in Customizing.

Field AttributeMain Planning Strategy

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

Field AttributeReqmt Type of Customer Reqmt



Solution 2: Activating and Selecting theCheck MethodTask 1:Check the activation of the ATP check in Sales and Distribution. The availabilitycheck must be activated in the required method and for the relevant requirementsclass. For sales documents, the availability check must also be activated in therelevant schedule line categories. If an ATP check is intended for each deliveryitem, the availability check must not be deactivated for the relevant delivery itemcategories. In addition, the ATP check must not be deactivated for the checkinggroup defined in the material master of the material to be checked.

1. Display the order with the PO Number ## Order 2 and determine thefollowing data:


a) Logistics→ Sales and Distribution→ Sales→ Order→ Display

Order � Enter the order number from exercise 1, task 1, step 6 or findthe order with the PO number ## Order 2.

b) On the Display Standard Order: Overview screen, choose theProcurement tab page.

Requirement type of the orderitem:

KSV

Schedule line category of theorder schedule line:

CP

2. Which item category is used to control the delivery item of the delivery fromexercise 1, task 5, step 9?




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 deliveryfrom exercise 1, task 5, step 9.

On the Display Delivery ##: Overview screen, find the field ITyp on theItem Overview tab page.

Delivery item type TAN

3. Display the material master of material T-AC1## in plants 1200 Dresden and1400 Stuttgart. Which checking groups are defined?






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, choosethe Sales: General/Plant tab page and find the checking group in theAvailability Check field.

Checking group for plant1200:______________________________________02

b) On the Display Material T-AC1## (Finished Product) screen, chooseEdit→ Organizational Levels. Enter Plant

1400 and confirm your entry by choosing Enter.

On the Display Material T-AC1## (Finished Product) screen, choosethe Sales: General/Plant tab page and find the checking group in theAvailability Check field.

Checking group for plant1400:______________________________________02

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




________________________________________________________

a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements → Availability Check→Availability Check with ATP Logic or Against Planning→ DefineChecking Groups.

Select checking group 02.

Field Attribute ExplanationNo Check Not selected The ATP check is

active.

5. Which requirements class is assigned to the requirements type KSV?

Hint: Open a second session and call the Customizing transaction.


a) System→ Create Session

b) Tools→ Customizing→ IMG→ Execute Project

c) Goto→ SAP Reference IMG

d) Sales and Distribution→ Basic Functions→ Availability Check andTransfer of Requirements→ Transfer of Requirements→ DefineRequirements 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 whichmethod? Is the requirements transfer activated?

________________________________________________________

________________________________________________________




________________________________________________________

a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements→ Transfer of Requirements→Define Requirements Classes

Select requirements class 050 and choose Goto→ Details.

Field Attribute ExplanationAvailability Selected The ATP check is

active.Req. Transfer Selected Requirements

transfer is active.Allocation Ind. 1 Customer

requirements areconsumed againstplanning.

Prod. Allocation Selected The productallocation checkis active.

7. Now check the schedule line category CP. Is the availability check activatedfor this schedule line category? In which method? Is the requirementstransfer activated?

________________________________________________________

________________________________________________________




________________________________________________________

a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements → Availability Check→Availability Check with ATP Logic or Against Planning→ DefineProcedure for Each Schedule Line Category.

Select the schedule line category CP.

Field Attribute ExplanationAvC Selected The ATP check is

active.Rq Selected Requirements

transfer is active.All. Selected The product

allocation check isactive. �Previously�however, only oneATP check tookplace in the orders.This is because noproduct allocationprocedure is assignedto material masterT-AC1##.

8. Is an ATP check intended for delivery item category TAN? CheckCustomizing for the delivery item category.

________________________________________________________

a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements → Availability Check→Availability Check with ATP Logic or Against Planning→ DetermineProcedure for Each Delivery Item Category.

Select the delivery item category TAN.

Field Attribute ExplanationAvail. Check Off Not selected The ATP check is

active.




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

1. Which two strategies does the system provide to determine the requirementstype 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 requirementstype to be determined based on a transaction. Therefore, the requirementstype/class can also be determined based on the order item category togetherwith 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 inthe order item in the order from exercise 1, task 1 (order number: ## order1)? Remember: Material T-AC1## was sold from plant 1200 Dresden. Theorder item was checked with item category TAN. Before the �determinationstrategy� of the requirements type/class is checked, determine the MRP typeof material T-AC1## in plant 1200 Dresden.

MRP type:______________________________________________






Material T-AC1##


View MRP 1

Enter

Plant 1200

Enter

On the Display Material T-AC1## (Trading Goods) screen, choose theMRP 1 tab page and find the MRP type.

MRP Type � Plant 1200: PD

b) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements→ Transfer of Requirements→Determination of Requirement Types Using Transaction

Select the order item category TAN and the MRP type PD.

Field Attribute ExplanationQ Blank 1. First, the

requirement typeis determined usingthe material masterstrategy, and if thisfails, using thetransaction (itemcategory and MRPtype)

3. Now analyze how requirements type KSV is determined on the basis of the�material master� strategy.





Strategy group:____________________________________________


Material T-AC1##


View MRP 3

Enter

Plant 1200

Enter

On the Display Material T-AC1## (Finished Product) screen, choosethe 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 finalassembly)? Analyze the assignment in Customizing.

Field AttributeMain Planning Strategy

a) IMG path: Production → Production Planning → DemandManagement→ Planned Independent Requirements→ PlanningStrategy→ Define Strategy Group.

Select strategy group 40.

Choose Goto→ Details.

Field AttributeMain Strategy 40

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




Field AttributeReqmt Type of Customer Reqmt

a) IMG path: Production → Production Planning → DemandManagement→ Planned Independent Requirements→ PlanningStrategy→ Define Strategy.

Select strategy 40.

Field AttributeReqs-Cu. KSV

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



Exercise 3: Controlling the ATP Check

Exercise ObjectivesAfter completing this exercise, you will be able to:� Configure the ATP check for the Sales and Distribution application

Business ExampleExplain the Customizing settings for the check scopes. Decide whether you wantto carry out an ATP check with or without taking into account the replenishmentlead time. Define the check level of the ATP check.

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

1. Create a purchase order for material T-AC2##.

Order Type NBVendor 1000 C.E.B BerlinPurchasing Organization 1000Purchasing Group 000Company Code 1000Material T-AC2##PO Quantity 200Delivery Date Today plus 1 monthPlant 1200Gross 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 1200Dresden. To do so, call the transaction �Availability Overview�.

Material T-AC2##Plant 1200Checking Rule A




Date Location Cumulated ATPQuantity

Today Plant 1200Today Plant 1200/Storage

location 0001Today Plant 1200/Storage

location 0002One month from today Plant 1200One month from today Plant 1200/Storage

location 0001One 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 thecheck level of the ATP check.

1. To carry out the ATP check for material T-AC2## in plant 1200, you requirea particular check control. You therefore create a new checking group ##+50.Since checking group ##+50 has no different requirements to checking group02, you can use checking group 02 as a template.

2. Now define a new �availability check control� for the �new� checking group50+## to process sales and delivery documents. Use the �availability checkcontrol� 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 checkcontrol� is used for the sales document. Do not save the order yet!


___________________________________________________________Continued on next page



Remain in order processing. Do not save the order.

5. What quantity can be confirmed for the requested delivery date? What otherdeliveries does the system propose?

___________________________________________________________

___________________________________________________________

___________________________________________________________

6. Explain why only 150 pieces can be confirmed on the requested date butdelivery of 200 pieces is possible at a later date. Examine the scope of theATP check and the calculation of the cumulated ATP quantity of materialT-AC2## in plant 1200.

After you have completed the check, leave order processing without savingthe order.

Scope ofcheck:__________________________________________________

___________________________________________________________

___________________________________________________________


___________________________________________________________

___________________________________________________________

7. Since there were previously delays in delivering material T-AC2##, youdo not want to include purchase requisitions and purchase orders whencalculating the ATP quantity in the future. You therefore change the�availability check control� for checking group ##+50 / checking rule A andchecking group ##+50 / checking rule B accordingly.

8. Test your new �availability check control�. To do so, create a standardorder again.





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 deliveryquantity. Also check the delivery creation log.

Change the picking storage location of the delivery item to 0002. How doesthe system respond?

Delete the picking storage location and increase the delivery quantity to150 pieces. Is it possible?

Do not save the delivery.

___________________________________________________________

___________________________________________________________

___________________________________________________________

___________________________________________________________

___________________________________________________________

___________________________________________________________

10. For test purposes, now change the �availability check control� for checkinggroup ##+50 / checking rule B. Deactivate the storage location check.

Hint: You change the �availability check control� only to determinethe Customizing settings of the �check levels.� In practice, it wouldnot make sense to deactivate the storage location check for outbounddeliveries since picking takes place in the storage location and so thematerial must be available in the picking storage location.

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





Task 3:Familiarize yourself with the ATP check taking into account the replenishmentlead 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 ORSold-to Party T-L64A##PO Number ## Order 5Requested Delivery Date Today in three weeksDelivery Plant 1200Material 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 replenishmentlead time and check the calculation of the date �End Lead Time� from step 2of this task.

What is the material type of material T-AC2## and what is the procurementtype of the material?

_____________________________________________

Goods receipt processing time � plant 1200: __________




Planned delivery time � plant1200:______________________________________

Purchasing processing time in plant 1200_______________



Solution 3: Controlling the ATP CheckTask 1:Now configure the Customizing settings for the ATP check. First, enter andanalyze the starting situation of the check.

1. Create a purchase order for material T-AC2##.


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

___________________________________________________________

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


On the Create Purchase Order screen, choose Purchase Order→ Save.




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





location 0002




One month from today Plant 1200One month from today Plant 1200/Storage


location 0002

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

b)


�Enter�

c)


Today Plant 1200 150Today Plant 1200/Storage

location 0001100

Today Plant 1200/Storagelocation 0002

50

One month fromtoday

Plant 1200 350

One month fromtoday

Plant 1200/Storagelocation 0001

100

One month fromtoday


50




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 thecheck level of the ATP check.

1. To carry out the ATP check for material T-AC2## in plant 1200, you requirea particular check control. You therefore create a new checking group ##+50.Since checking group ##+50 has no different requirements to checking group02, you can use checking group 02 as a template.

a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements → Availability Check →Availability Check with ATP Logic or Against Planning→ DefineChecking 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.




2. Now define a new �availability check control� for the �new� checking group50+## to process sales and delivery documents. Use the �availability checkcontrol� checking group/check rule 02/A and 02/B as a template.

a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements → Availability Check→Availability Check with ATP Logic or Against Planning→ Carry OutControl 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 bychoosing 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 withEnter. Confirm the warning message about the namespace by choosing�Enter.�

f) On the �Change View �Availability Check Control�: Overview�screen, choose Table View→ Save.




3. 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##


View Sales: General/Plant Data

Enter

Plant 1200

�Enter�

On the Change Material T-AC2## (Trading Goods) screen, choose theSales: 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, chooseMaterial→ Save to save the material.

4. Create a standard order and check whether the new �availability checkcontrol� is used for the sales document. Do not save the order yet!


___________________________________________________________







Since the material is not available as required for this order either, thesystem 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 usedfor this ATP check.


5. What quantity can be confirmed for the requested delivery date? What otherdeliveries does the system propose?

___________________________________________________________

___________________________________________________________

___________________________________________________________

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

6. Explain why only 150 pieces can be confirmed on the requested date butdelivery of 200 pieces is possible at a later date. Examine the scope of theATP check and the calculation of the cumulated ATP quantity of materialT-AC2## in plant 1200.

After you have completed the check, leave order processing without savingthe order.

Scope ofcheck:__________________________________________________

___________________________________________________________




___________________________________________________________


___________________________________________________________

___________________________________________________________

a) On the Availability Control screen, choose �Scope of Check�. Whenthe ATP quantity is calculated, purchase orders are taken into accountalong with other planned receipts.

b) Close the �Display Scope of Check� dialog box. From the �AvailabilityControl� screen, call the �Availability Overview� screen. Display thedetails. To do so, choose Settings→ All Details.

Since you are displaying the �Availability Overview� from orderprocessing, the order is displayed on the material availability date as a�simulated requirement� in the amount of 200 pieces. On the materialavailability date of the requirement, a �cumulated ATP quantity� ofonly 150 meters is available. This �cumulated ATP quantity� resultsfrom the plant stock of the material. As a result, a maximum of 150pieces can be confirmed on the requested date.

However, there is a purchase order with a delivery date in approximatelyone month for 200 pieces of material T-AC2## for plant 1200. As aresult, the �cumulated ATP quantity� as of the planned delivery date ofthe purchase order is 350 pieces. Therefore, up to 350 pieces can beconfirmed after the planned receipt.

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

d) On the Create Standard Order: Overview screen, choose SalesDocument→ Exit.

e) When prompted to save the data, choose No.




7. Since there were previously delays in delivering material T-AC2##, youdo not want to include purchase requisitions and purchase orders whencalculating the ATP quantity in the future. You therefore change the�availability check control� for checking group ##+50 / checking rule A andchecking group ##+50 / checking rule B accordingly.


First select the row containing checking group ##+50 and checking ruleA. 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 ##+50Checking Rule B

Confirm your entries with Enter.

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.

8. Test your new �availability check control�. To do so, create a standardorder again.


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:___________________________________________________



b) Since the material is not available as required for this order either, thesystem 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 therequested 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 iscalculated for this check. On the Availability Overview screen, you cansee that the cumulated ATP quantity from today to a date in the future is150 pieces in plant 1200 Dresden. The purchase order that you createdin task 1, step 1 is not displayed. The ATP quantity of the purchaseorder is not included in the calculation of the cumulated ATP quantity.

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

e) On the Create Standard Order: Overview screen, choose SalesDocument→ Save.

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 deliveryquantity. Also check the delivery creation log.




Change the picking storage location of the delivery item to 0002. How doesthe system respond?

Delete the picking storage location and increase the delivery quantity to150 pieces. Is it possible?


___________________________________________________________

___________________________________________________________

___________________________________________________________

___________________________________________________________

___________________________________________________________




___________________________________________________________


On the Create Outbound Delivery with Order Reference screen, enterthe following data:

Shipping Point 1200Selection Date Today + 7 daysOrder Document number from step 8

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

Only 100 pieces can be delivered. In the delivery creation log (Edit→Error Log), the system informs you that only 100 pieces of materialT-AC2## are available.

b) Call the Availability Control screen (Environment→ Availability) anddisplay the scope of the check (Goto→ Display Scope of Check). ATPis checked at the level of plant/storage location since the No StorageLocation Inspection parameter is not selected.

c) Navigate to the Create Delivery: Overview screen and choose the tabpage Picking. The delivery item is delivered from plant 1200 andstorage location 0001.

d) Call the Availability Control screen (Environment→ Availability). Thedelivery item is checked at plant and storage location level. In plant1200, there is a cumulated ATP quantity of 150 pieces for the deliverydate (50 are �reserved� by the order quantity that has not yet beendelivered). In storage location 0001, the cumulated ATP quantity forthe required date is only 100 pieces. Therefore, only 100 pieces can beconfirmed or delivered.

e) Navigate to the Create Delivery: Overview screen and choose the tabpage �Picking�. Change the storage location of the delivery item. Enter0002. Confirm your entries with Enter. The system reports that only50 pieces are available.

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

g) Outbound Delivery→ Exit. Respond to the prompt �Do you want tosave your data?� with No.




10. For test purposes, now change the �availability check control� for checkinggroup ##+50 / checking rule B. Deactivate the storage location check.

Hint: You change the �availability check control� only to determinethe Customizing settings of the �check levels.� In practice, it wouldnot make sense to deactivate the storage location check for outbounddeliveries since picking takes place in the storage location and so thematerial must be available in the picking storage location.


First select the row containing checking group ##+50 and checking ruleB. Now choose Goto→ Details.

b) Select the No Stor. Loc. Inspectn field.


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






On the �Create Outbound Delivery with Order Reference� screen,enter the following data:

Shipping Point 1200Selection Date Today + 7 daysOrder Document number from step 8

Remain on the Create Delivery: Overview screen. Do not save thedelivery yet.

150 pieces can now be delivered.

Call the Availability Control screen (Environment→ Availability). Thedelivery item is checked only at plant level. In plant 1200, there is acumulated 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 replenishmentlead 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→ AvailabilityCheck and Transfer of Requirements → Availability Check →Availability Check with ATP Logic or Against Planning→ Carry OutControl For Availability Check

First select the row containing checking group ##+50 and checking ruleA. Now choose Goto→ Details.

b) Deselect the Check Without RLT indicator.


2. Enter a standard order and check the new �availability check control.�






___________________________________________________________

___________________________________________________________

Why?

___________________________________________________________

___________________________________________________________

Note the End Lead Time date on the Availability Overview screen.

End Lead Time:______________________________________________








_Yes________________________________________________________

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

c) Branch to the �Availability Overview� screen (Goto→ AvailabilityOverview). For the required date, either the cumulated ATP quantityis zero or no cumulated ATP quantity has been calculated. Sincethe required date is after the end of the replenishment lead time, therequirement can be confirmed without checks.

End Lead Time:___________________________________________

d) On the Create Standard Order: Overview screen, choose SalesDocument→ Exit.

e) When prompted to save the data, choose No.

3. Determine the times in the system that are used to calculate the replenishmentlead time and check the calculation of the date �End Lead Time� from step 2of this task.

What is the material type of material T-AC2## and what is the procurementtype of the material?

_____________________________________________

Goods receipt processing time � plant 1200: __________

Planned delivery time � plant1200:______________________________________




Purchasing processing time in plant 1200_______________


Material T-AC2##


View MRP 2

Enter

Plant 1200

Enter

On the Display Material T-AC1## (Trading Goods) screen, choosethe MRP 2 tab page and find the procurement type, the purchasingdepartment 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→ PurchaseRequisition→ Processing Time.

Purchasing processing time in plant 1200: 1 working day



Exercise 4: Shortage Check

Exercise ObjectivesAfter completing this exercise, you will be able to:� Understand the shortage check concept� Activate the shortage check

Business ExampleTo avoid shortages, you want to include cumulated requirements and confirmedcumulated requirements when you carry out the ATP check.

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

1. Now process the shortage check. To do so, first undo the changes that youmade to the �availability check control� for test purposes.

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





location 0002






location 0002

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


___________________________________________________________

___________________________________________________________

Why?

___________________________________________________________

___________________________________________________________

Accept the delivery proposal and save the order. Make a note of thedocument number.

Document number:______________________________________________

4. Now change the planned inbound delivery date of your purchase order fromexercise 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�.










location 0002

6. In this case, enter a new order.

Order Type ORSold-to Party T-L64A##PO Number ## Order 7Requested Delivery Date Today plus 3 monthsDelivery Plant 1200Material T-AC2##Order Quantity 200

Can the required date of the order item be confirmed?

___________________________________________________________

___________________________________________________________

Why?

___________________________________________________________

___________________________________________________________

Does this make sense?

___________________________________________________________

___________________________________________________________


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




8. Now enter the order again.


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.



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

1. Now process the shortage check. To do so, first undo the changes that youmade to the �availability check control� for test purposes.


First select the row containing checking group ##+50 and checkingrule A. Choose Goto→ Details.

b) Select the fields Incl. Purch. Requisitions, Incl. Purchase Orders, andCheck Without RLT. Deselect the No Stor. Loc. Inspectn field.


d) On the screen �Change View �Availability Check Control�: Details�,choose Goto→ Other Entry.

Avail. Check ##+50Checking Rule B


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.

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








location 0002






location 0002


b)


�Enter�

c)



location 0001100


50

Approximately onemonth from today

Plant 1200 200



100



50

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

Order Type ORSold-to Party T-L64A##PO Number ## Order 6




Requested Delivery Date One week from todayDelivery Plant 1200Material T-AC2##Order Quantity 200

___________________________________________________________

___________________________________________________________

Why?

___________________________________________________________

___________________________________________________________

Accept the delivery proposal and save the order. Make a note of thedocument number.

Document number:______________________________________________



The requested date for the order item cannot be confirmed. The systemproposes a delivery of 200 pieces after the planned delivery of thepurchase order (see the �Availability Overview� screen).

The cumulated ATP quantity for the required date in plant 1200 Dresdenis zero. The purchase order delivers an ATP quantity of 200 pieces forthe planned inbound delivery date in approximately one month.

b) On the Availability Control screen, select the delivery proposal. To doso, choose Edit→ Delivery Proposal.

c) On the Create Standard Order: Overview screen, choose SalesDocument→ Save.

Document num-ber:__________________________________________________




4. Now change the planned inbound delivery date of your purchase order fromexercise 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 isnot the case, choose: Purchase Order→ Other Purchase Order andenter the purchase order number from exercise 3, task 1, step 1 in thePur. Order field. Then choose Other Document.

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

c) Purchase Order→ Save.

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





location 0002






location 0002


b)


Enter

c)



location 0001100


50


Plant 1200 minus 200



100



50

6. In this case, enter a new order.

Order Type ORSold-to Party T-L64A##PO Number ## Order 7Requested Delivery Date Today plus 3 months





Can the required date of the order item be confirmed?

___________________________________________________________

___________________________________________________________

Why?

___________________________________________________________

___________________________________________________________

Does this make sense?

___________________________________________________________

___________________________________________________________







Can the required quantity be confirmed for the required delivery date?Yes

Why? Due to the ATP quantity of the purchase order with a deliverydate 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 andplanned receipts. As a result, it is not possible to guarantee supplierconfirmations. Currently, the shortage check is not active.

b) On the Create Standard Order: Overview screen, choose SalesDocument→ Exit.

c) When prompted to save the data, choose No.

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

a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements → Availability Check →Availability Check with ATP Logic or Against Planning→ DefineChecking Groups.

Select checking group ##+50. In the Accumul. field, enter 3 to activatethe shortage check.

b) On the screen �Change View �Availability Check Control�: Overview�,choose Table View→ Save.

8. Now enter the order again.

Order Type ORSold-to Party T-L64A##PO Number ## Order 8




Requested Delivery Date Today plus 3 monthsDelivery Plant 1200Material 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.



When the shortage check is active, can another order with materialT-AC2## in plant 1200 Dresden be confirmed in this ATP situation?

No

b) On the Create Standard Order: Overview screen, choose SalesDocument→ Exit.

c) When prompted to save the data, choose No.



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


SCM671 Lesson: ATP Check in Manufacturing

Lesson: ATP Check in Manufacturing

Lesson OverviewThis lesson covers the availability check for material components as partof production orders. It will present the concept of component availability,configuration options, and how to interpret the results.


� Explain how the availability check for material components is carried outand controlled on the basis of the ATP quantity

� Interpret the results of the availability check

Business ExampleBefore you release a production order, you must ensure that all necessary resourcesare available for production. In production orders, you can check the availabilityof 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 materialcomponents assigned to the production order are or will be available on thecalculated requirement date.



Availability checks can be started manually or automatically. An automaticavailability check can be carried out both when you create and when you releasean order. In addition, availability can be checked automatically when you savethe order. In the Customizing settings, you specify whether an automatic check isto be carried out for each production order type and plant. A manual availabilitycheck can be carried out at any time.

You can check the availability of materials for the entire order or for individualmaterial components. The single check can be carried out in the componentoverview, the missing parts overview, and the missing parts list.

With mass processing of production orders, you can check the availability ofmaterials 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 productionorder is assigned the status �Missing Material.� The unavailable componentsare assigned the status �Missing Part.� In addition, the quantity available on therequirement date is compared to the requirement quantity and a �confirmationdate� is calculated for the complete requirement quantity.

Note: Availability of material components can also be checked in theSAP system as part of requirements planning in the planned order. Whendoing so, you can check the availability of a planned order or checkthe collective availability of multiple planned orders at the same time.When you convert planned orders to production orders, you can use theavailability situation of the planned orders as a selection criterion.



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 checkingcontrol of the production orders as part of the availability check, depending onthe operation (1 = create production order and 2 = release production order), thetype of production order, and the plant.

In particular, you decide which availability check method you want to use tocheck component availability. Availability can be checked on the basis of the ATPquantity or planned independent requirements. If you use the ATP method forthe 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 orwithout the replenishment lead time). In addition, you specify for each operationin the checking control whether availability is to be checked automatically.

For the �create� operation, you can also specify whether a planned order can beconverted to a production order in collective conversion if there is a shortage ofmaterial.

For the �release� operation, you can specify whether a production order can bereleased even though there is a shortage of material.



You also specify here whether availability should be checked automatically whenyou save a production order after having made a relevant change.

Note: The checking rule for the availability check of planned orders isdefined 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 becarried out in the production order according to full or partial confirmation logic.You can assign a production scheduling profile to a material (work schedulingscreen in the material master record) or to the production scheduler (Customizing).The assignment to the material takes priority. The production scheduling profile iscopied to the production order when the order is created.

Full confirmation logic: In general, the system attempts to confirm the entirerequirement quantity of a component if the ATP quantity allows. When fullconfirmation logic is used, all components are therefore confirmed according totheir availability.

Partial confirmation logic: If you want to make sure that only the quantitiesrequired in production are confirmed, you can use a partial quantity confirmation.When a partial quantity confirmation is used, all components are confirmed inrelation to their quantity. All of the checked components then receive a confirmedquantity in the amount of the component with the lowest, relative confirmedquantity (confirmation factor).



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 availabilitycheck:

� Availability log: This contains the result of the check (that is, whether allcomponents are available), a list of missing parts, and a list of reservationsthat could not be checked (for example, because the material master datawas not maintained).

The log is not saved if you leave order processing.

� Missing parts list: This lists missing parts, reservations that could not bechecked (for example, because material master data was not maintained), allchecked 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, enablesyou to process them (for example, by changing the requirement quantityor issue storage location), and provides the date on which all componentsare available.

The missing parts overview always displays the results of the latestavailability check, regardless of whether you have left order processingin the meantime.



Exercise 5: ATP Check in Manufacturing

Exercise ObjectivesAfter 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 ExampleBefore you start to process a production order, you can check whether the materialcomponents assigned to the production order are or will be available on therequirement date. To do this, you can use the ATP check.

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 aquantity of 10 pieces. Enter two weeks from today as the production enddate. Do not save the production order yet.

Material R-F1##Production Plant 1000Order Type PP01Total Qty 10 PCBasic Finish Date Today + 14 days

2. Check the status of your production order. Has the availability of the materialcomponents already been checked?

________________________________________________________________

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

Material Requirement Quantity1. Component 32. Component 23. Component 34. Component 1




4. To which operation are the material components assigned?

Component OperationR-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 DateR-B1##R-B2##R-B3##R-B4##

6. Now check the availability of the material components. Check theavailability for the entire order. For your analysis, use the availabilitycheck log and the missing parts list. Are all components available on therequirement date? Interpret the result. Which confirmation proposals arepossible? What is the check scope of the ATP check? In particular, determinethe checking group and the checking rule of the ATP check.

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

7. Save the production order and note the document number.

Production order:______________________________________________




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

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

________________________________________________________________

Material R-B3##Production Plant 1000Order Type PP01Total Qty 10 PCBasic Start Date Today plus 3 working daysScheduling 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? Canthe system propose an overall confirmation date? Analyze and interpret theresult of the availability check. To do so, also use the missing parts list ofthe production order.

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

Overall confirmation date:___________________________________

Hint: Do not forget to make a note of the �overall confirmationdate�. You will need this date in step 2 of this task.

Hint: Do not save the production order yet. Remain in productionorder processing for step 2.




2. 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 �overallconfirmation date� of the production order.

Hint: You made a note of the �overall confirmation date� of theproduction 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 materialcomponent 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 otherparticipants will not be able to complete the exercise!

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

2. Check the �check control� for the �Create Order� operation for order typePP01 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 thematerial 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 respondwhen you convert planned orders to production orders? Is the conversionpossible?

________________________________________________________________

________________________________________________________________

3. Check the �check control� for the �Release Order� operation for order typePP01 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 arelevant change?

________________________________________________________________

________________________________________________________________


________________________________________________________________

________________________________________________________________

d) Which checking rule is used to determine the scope of the ATP checkduring release?

________________________________________________________________

________________________________________________________________

e) Can a production order be released despite a shortage of materialcomponents?

________________________________________________________________

________________________________________________________________




4. Check the definition of the check scope for the ATP check that can be carriedout in conjunction with creating a production order with order type PP01 inplant 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 plantand storage location level?

________________________________________________________________

d) Are sales requirements included when the ATP quantity is calculated?

________________________________________________________________

Hint: You determined the checking group of material R-F1## inplant 1000 in Task 1, step 6 of this exercise. You also examined thechecking rule of the ATP check in Task 4 step 2.



Solution 5: ATP Check in ManufacturingTask 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 aquantity of 10 pieces. Enter two weeks from today as the production enddate. Do not save the production order yet.

Material R-F1##Production Plant 1000Order Type PP01Total Qty 10 PCBasic Finish Date Today + 14 days

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

Material R-F1##Production Plant 1000Order Type PP01

Enter

Total Qty 10 PCBasic Finish Date Today + 14 days

Enter

2. Check the status of your production order. Has the availability of the materialcomponents already been checked?

________________________________________________________________

a) On the Create Production Order: Header screen, choose the Statusicon (white �i� in the blue square).

The availability status of the production order is �MANC�, materialavailability not checked.

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




Material Requirement Quantity1. Component 32. Component 23. Component 34. Component 1

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

Material RequirementQuantity

1. Component 1 R-B1## 10 PC2. Component 2 R-B2## 10 PC3. Component 3 R-B3## 10 PC4. Component 4 R-B4## 10 PC

4. To which operation are the material components assigned?

Component OperationR-B1##R-B2##R-B3##R-B4##


On the Create Production Order: Component Overview screen, youfind the �Operation� in the corresponding column in the ComponentOverview table.

Component OperationR-B1## 0010R-B2## 0010R-B3## 0010R-B4## 0010




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

Component Reqmt DateR-B1##R-B2##R-B3##R-B4##


On the Create Production Order: Component Overview screen, youfind the �Requirement Date� in the corresponding column in theComponent Overview table.

Component Requirement DateR-B1## Today + 7 daysR-B2## Today + 7 daysR-B3## Today + 7 daysR-B4## Today + 7 days

All material components are assigned to operation 0010 �provision ofmaterial 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 theavailability for the entire order. For your analysis, use the availabilitycheck log and the missing parts list. Are all components available on therequirement date? Interpret the result. Which confirmation proposals arepossible? What is the check scope of the ATP check? In particular, determinethe checking group and the checking rule of the ATP check.

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________




a) On the Create Production Order: Header screen, choose Functions→Availability Check→ Material - ATP.

In the Availability Check dialog box, you are �informed about amaterial shortage.�

b) Call the log. A total of two messages are collected. Display the log.

Message type I Itm 0030 R-B3##: Shortage: 10PC

Message type W Order %00000000001 hasmissing parts

c) First call the missing parts list for the production order. To do so, returnto 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 1000Storage Location 0001Storage Location 0001RequirementQuantity

10 PC

Confirmed Quantity 0 Quantity confirmedduring the ATP check

ATP Quantity 0Requirement Date One week from todayCommitted Date 31.12.9999 Specifies the date

on which therequirement quantityis available. 9999means that noconfirmation canbe proposed.




d) Now call the availability check again for material component R-B3##.To do so, select the �missing parts item� on the Availability Checkscreen and choose Goto→ Check Availability.

The Confirmation Proposal screen indicates that the requirementquantity cannot be confirmed and that no confirmation can be proposed.

e) Check the cumulated ATP quantity of component R-B3## in plant1000, storage location 0001. To do so, choose Goto→ AvailabilityOverview on the Confirmation Proposal screen.

The Availability Overview screen contains the following information:

Time Location Cumulated ATPToday Plant 1000 0On requirement date Plant 1000 0Future Plant 1000 0Today Storage location 0001 0On requirement date Storage location 0001 0Future Storage location 0001 0

No cumulated ATP quantity is available on the requirement date or inthe future. Therefore, a confirmation or confirmation proposal is notpossible.

Here, you find the ATP check for the checking group (Avail. Check)and the checking rule:

Avail. Check 02Check. Rule PP

f) Check the calculation of the ATP quantity (scope of check). On theAvailability Overview screen, choose Goto→ Display Scope of Check.�All production orders� are included in the ATP quantity calculationalong with other receipts and requirements.

7. Save the production order and note the document number.




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→ Saveto 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 aquantity of 10 pieces. You can start production in three working days. Checkthe availability of the material components for the order. Then save theproduction order and note the document number.

________________________________________________________________

Material R-B3##Production Plant 1000Order Type PP01




Total Qty 10 PCBasic Start Date Today plus 3 working daysScheduling Type 1 (Forwards)

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

Material R-B3##Production Plant 1000Order Type PP01

�Enter�

Total Qty 10 PCBasic Start Date Today plus 3 working daysScheduling 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 materialsin order are available�.

c) On the Create Production Order: Header screen, choose Order→ Saveto 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? Canthe system propose an overall confirmation date? Analyze and interpret theresult of the availability check. To do so, also use the missing parts list ofthe production order.

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________




Overall confirmation date:___________________________________

Hint: Do not forget to make a note of the �overall confirmationdate�. You will need this date in step 2 of this task.

Hint: Do not save the production order yet. Remain in productionorder processing for step 2.

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

Order Document number from task 1,step 7

b) 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 �overallconfirmation date�. You will need this date in step 2 ofthis task.

Material R-B3##Plant 1000Storage Location 0001Storage Location 0001RequirementQuantity

10 PC

Confirmed Quantity 0 Quantity confirmedduring the ATP check




ATP Quantity 0Requirement Date One week from todayConfirmed Date xx.xx.xxxx Specifies the date

on which therequirement quantityis available

d) Now call the availability check again for material component R-B3##.To do so, select the �missing parts item� on the Availability Checkscreen and choose Goto→ Check Availability.

The Confirmation Proposal screen indicates that the requirementquantity cannot be confirmed on the requirement date. However, thesystem can issue a complete confirmation at a later time.

e) Check the cumulated ATP quantity of component R-B3## in plant1000, storage location 0001. To do so, choose Goto→ AvailabilityOverview 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 ATPToday Plant 1000 0On requirement date Plant 1000 0Future Plant 1000 10Today Storage location 0001 0On requirement date Storage location 0001 0Future Storage location 0001 10

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




2. 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 �overallconfirmation date� of the production order.

Hint: You made a note of the �overall confirmation date� of theproduction 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 Generaltab page and enter the overall confirmation date in the Basic FinishDate 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 materialsin order x are available�.

4. Check the cumulated ATP quantity in the production order for materialcomponent 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, selectmaterial component R-B3## and choose Component Availability.

On the Confirmation Proposal screen, choose Goto→ AvailabilityOverview.

The Availability Overview screen indicates that the requirement date ofmaterial component R-B3## is after the receipt element �productionorder� and therefore the requirement of material component R-B3##can be confirmed based on the receipt of the ATP quantity.




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 otherparticipants will not be able to complete the exercise!

1. Where is the Customizing setting that controls whether availability ischecked 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 anautomatic 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 typePP01 in plant 1000.

a) Is availability checked automatically when you create an order?

________________________________________________________________

________________________________________________________________

b) Is availability checked automatically when you save the production order?

________________________________________________________________

________________________________________________________________


________________________________________________________________

________________________________________________________________

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 respondwhen you convert planned orders to production orders? Is the conversionpossible?

________________________________________________________________

________________________________________________________________

a) Production→ Shop Floor Control→ Operations→ Availability Check→ Define Checking Control

On the screen �Change View �Order Control�: Overview,� select therow:

Plant 1000Order Type PP01Business Function 1

Choose Goto→ Details to access the screen �Change View �OrderControl�: Details�.

Parameter Attribute SignificanceNo check Selected When you create an

order, availabilityis not checkedautomatically.

b) On the screen �Change View �Order Control�: Details� for plant 1000,order type PP01, and operation 1.

Parameter Attribute SignificanceCheck materialavailability whensaving order

Not selected When you save theproduction order,availability is notchecked.

c) On the screen �Change View �Order Control�: Details� for plant 1000,order type PP01, and operation 1.

Parameter Attribute SignificanceComponent CheckType

�Blank� Availability of thematerial componentsis generally checkedusing an ATP check.




d) On the screen �Change View �Order Control�: Details� for plant 1000,order type PP01, and operation 1.

Parameter Value MeaningChecking Rule PP

e) On the screen �Change View �Order Control�: Details� for plant 1000,order type PP01, and operation 1.

Parameter Attribute SignificanceCollect. Conversion 2 Planned orders can

be converted aspart of a collectiveconversion, despite ashortage of materialcomponents.

3. Check the �check control� for the �Release Order� operation for order typePP01 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 arelevant change?

________________________________________________________________

________________________________________________________________


________________________________________________________________

________________________________________________________________

d) Which checking rule is used to determine the scope of the ATP checkduring release?

________________________________________________________________

________________________________________________________________

e) Can a production order be released despite a shortage of materialcomponents?

________________________________________________________________Continued on next page



________________________________________________________________

a) IMG: Production→ Shop Floor Control→ Operations→ AvailabilityCheck→ Define Checking Control

On the screen �Change View �Order Control�: Overview,� select therow:

Plant 1000Order Type PP01Business Function 2

Choose Goto→ Details to access the screen �Change View �OrderControl�: Details�.

Parameter Attribute SignificanceNo check Selected When you release an

order, availabilityis not checkedautomatically.

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

Parameter Value MeaningCheck materialavailability whensaving order

not selected When you save theproduction order,availability is notchecked.

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

Parameter Attribute SignificanceComponent CheckType

�Blank� Availability of thematerial componentsis generally checkedusing an ATP check.

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




Parameter Value MeaningChecking rule PP

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

Parameter Attribute SignificanceRelease Material 1 The processor

decides whetherthe production orderis released if materialcomponents are notavailable.

4. Check the definition of the check scope for the ATP check that can be carriedout in conjunction with creating a production order with order type PP01 inplant 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 plantand storage location level?

________________________________________________________________

d) Are sales requirements included when the ATP quantity is calculated?

________________________________________________________________

Hint: You determined the checking group of material R-F1## inplant 1000 in Task 1, step 6 of this exercise. You also examined thechecking rule of the ATP check in Task 4 step 2.

a) IMG: Production→ Shop Floor Control→ Operations→ AvailabilityCheck→ Define Scope of Check

Select the row containing:

Avail 02CRI PP




Once you have selected this row, choose Goto→ Details. You thenbranch to the screen �Change View �Availability Check Control�:Details�.

Parameter Attribute SignificanceInclude Safety Stock Not selected The safety stock is

not included whenthe cumulated ATPquantity is calculated.

b) On the screen �Change View �Availability Check Control�: Details�for checking group 02 and checking rule PP:

Parameter Attribute SignificanceCheck Without RLT Selected The ATP check is

carried out withouttaking into accountthe replenishmentlead time.

c) On the screen �Change View �Availability Check Control�: Details�for checking group 02 and checking rule PP:

Parameter Attribute SignificanceNo Stor. Loc.Inspectn

Not selected The ATP check iscarried out at thelevel of plant/storagelocation.

d) On the screen �Change View �Availability Check Control�: Details�for checking group 02 and checking rule PP:

Parameter Attribute SignificanceInclude Sales Reqmts Selected The cumulated ATP

quantity is calculatedtaking into accountthe confirmed salesrequirements.



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



Lesson: ATP Check in Materials Management

Lesson OverviewThis lesson introduces the use of the ATP check in Materials Management. Whenyou work with stock transport orders, it may be useful to check the availability inthe delivery plant. The ATP check can also be used for material reservations andstock postings. This lesson presents the checking processes. You will also learnhow to configure the underlying Customizing settings and interpret the results ofthe availability checks.


� 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 reservationsand stock postings

� Interpret the results of the availability check

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


SCM671 Lesson: ATP Check in Materials Management

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 availabilityof the materials in the delivery plant and reserve them for the receiving plantwhen you create the stock transport order.

An additional availability check can also be carried out when the outbounddelivery is created in the delivery plant. This is useful since the ATP quantity mayhave changed in the time between creating the stock transport order and creatingthe outbound delivery.

If required, you can also check the availability in the delivery plant when thepurchase requisition is created. To do so however, you must create a stock transportrequisition. In other words, the items in the purchase requisitions must have itemcategory U (stock transfer) and the delivery plant has to be specified for each item.



Figure 38: Configuring the ATP Check for Stock Transport Orders

The availability check for stock transport orders must be defined for the materialand configured in the Customizing settings. To be specific, this means that achecking group must be entered for the delivery plant in the material master, andthat in Customizing, a checking rule must be assigned to the purchasing documenttype of the stock transport order (in the standard system, this is document typeUB) in the delivery plant. For this combination of checking group and checkingrule, the necessary check control or scope of check must be defined. If this isthe case, the availability of the stock transport item is checked on the materialavailability date of the item. If the check is successful, it runs unnoticed. If thecheck is not successful, the system response is dependent on Customizing for the�availability check rule.� In general, the check generates a warning message orlog entry. In addition, the system can select the delivery proposal independentlybased on the Customizing setting of the �availability check rule,� or it can branchto a user screen where the user chooses the appropriate delivery proposal. Theresult of the availability check is documented in the item details on the DeliverySchedule tab page in the form of one or more schedule lines.

Note: SAP Note 885177 �Stock Transfer in Purchasing: New ScheduleLine Purchasing� describes the different options for displaying the resultof the availability check in the stock transport order.

Requirements from stock transport orders can be revised as part of back orderprocessing or rescheduling.



Figure 39: Configuring the ATP Check for Replenishment Deliveries

If the stock transfer is processed on the basis of an outbound delivery, anotherATP check can be carried out when the outbound delivery is created. The systemdetermines the checking control necessary for this using the checking group of thematerial 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 checkmust be active for the outbound delivery item type.



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 usedto control purchase requisitions, depending on the delivery plant. Together withthe checking group of the material, this determines how the availability check isprocessed. The ATP check is controlled in the same way as the availability checkin Sales and Distribution.

Dynamic Availability Check in Relation to Reservationsand Goods MovementsIn Customizing, you can activate the dynamic availability check for creatingreservations and goods movements. It is then carried out in addition to thehard-coded, static availability check.

Static availability check

The static availability check is carried out when the goods issue is posted andrefers to this date. During the check, only the stocks that are currently availableare taken into account � not the confirmed stock! The static availability check isprogrammed and cannot be changed in Customizing.

Dynamic availability check

The dynamic availability check refers to the requirement date. All receipts andissues are included as defined by the scope of the check. You can also configurethe dynamic availability check to include the replenishment lead time. Forexample, there is a requirement in four weeks that it is not currently covered by the



existing stock. However, since the replenishment lead time is just one week, therequirement can be confirmed. The dynamic availability check must be activatedbased 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 availabilitycheck (in the standard system, on the MRP 3 or Sales: General/Plant Data tabpage).

For the goods receipt, goods issue/stock transfer, and reservation operations, setthe indicator for the dynamic availability check for each relevant movement type.

Examine which checking rules you want to use for which operations. Then assignthe checking rules to the transactions for which the dynamic availability check isto 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, transactionMIGO_GI is executed in the background. You must therefore enter thechecking rules for goods receipts for transaction MIGO_GI.



Exercise 6: ATP Check in MaterialsManagement

Exercise ObjectivesAfter 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 ExampleTo provide consistent and reliable supplier confirmations that correspond toSales and Distribution, you want to use the ATP check for plant-to-plant stocktransfers. When you create the stock transport order, availability is to be checkedin the supplying plant. The stock transfer requirement is also to be �reserved� inthe supplying plant. In addition, the stock transport order is to be included inthe ATP quantity calculation in the receiving plant as a planned receipt. Whenyou enter material reservations, you also want to include sales and stock transferrequirements that have already been confirmed, or you want to include confirmedmaterial reservations in the ATP checks in Sales and Distribution. For goodsmovement postings, you want to use the dynamic availability check along withthe static availability check.

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

1. Call the stock overview for material T-AC3##. How many meters of cableare there in plant 1200 Dresden? What is the stock in plant 1400 Stuttgart?

Plant1200:_______________________________________________________

Plant1400:_______________________________________________________

2. Check the cumulated ATP quantity of material T-AC3## in plant 1200Dresden and assess the ATP situation. To do so, call the �AvailabilityOverview� transaction.




Material T-AC3##Plant 1200Checking Rule RP




location 0001

3. Since material T-AC3## is required urgently in plant 1400 Stuttgart, youdecide to transfer 1,500 meters from plant 1200 Dresden to plant 1400. Todo so, create a stock transport order.

Caution: Do not save the stock transport order yet.

Order Type UBSupplying Plant 1200 DresdenPurch. Org. 1000Purch. Group 000Company Code 1000Material T-AC3##PO Quantity 1500Deliv. Date TodayPlant 1400Storage Location 0001

4. What is the maximum number of meters of T-AC3## that can be transferredfrom plant 1200?

________________________________________________________________

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

________________________________________________________________




________________________________________________________________

________________________________________________________________

________________________________________________________________

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 andreleased requirements taken into account when the cumulated ATP quantityis calculated?

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

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

________________________________________________________________

9. Once you have entered the stock transport order, recheck the cumulated ATPquantity of material T-AC3## in plant 1200 Dresden and assess the ATPsituation. To do so, call the �Availability Overview� transaction.




location 0001

________________________________________________________________

________________________________________________________________

________________________________________________________________




10. Now check the cumulated ATP quantity of material T-AC3## in plant1400 Stuttgart and assess the ATP situation. To do so, call the transaction�Availability Overview�.



Today Plant 1400End date of the goodsreceipt of the stocktransport order

Plant 1400

________________________________________________________________

________________________________________________________________

________________________________________________________________

11. Now deliver the stock transport order. Make a note of the outbound deliverydocument number.

Outbounddelivery:_________________________________________________

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


Today Plant 1200Today Plant 1400End date of the goodsreceipt of the stocktransport order

Plant 1400

________________________________________________________________

________________________________________________________________

________________________________________________________________




13. Now execute picking and the goods issue posting on the basis of theoutbound delivery.




Plant 1400

________________________________________________________________

________________________________________________________________

________________________________________________________________

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 transportorder.

Note: Do not change the Customizing settings since the exercisesfor all participants are based on this configuration!

In which Customizing table is the checking rule for the ATP check defined aspart 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?

________________________________________________________________

________________________________________________________________




4. Check the �availability check control� for checking group 02 and checkingrule RP.

5. In Customizing, where are the �checking rules� defined that are thenassigned to the order type and delivery plant?

Task 3:Familiarize yourself with the dynamic availability check as part of materialreservations.

1. First check the Customizing settings of the availability check for materialreservations. Which checking rules are used in the availability check whenyou create and change material reservations?

________________________________________________________________

________________________________________________________________

2. Where is the �checking group� that is relevant for the availability checkdefined?

3. Examine the checking group of material T-AC4## in plant 1200 Dresden.

Checkinggroup:____________________________________________________

4. Check the �scope of the check� or the �availability check control� ofchecking group 02/checking rule 03.

5. How and where is the dynamic availability check activated for materialreservations?

6. Check the activation status of the dynamic availability check for movementtype 201 �GI for cost center�.

Dynamic availability check:_________________________________




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

Base Date Two weeks from todayMovement Type 201Plant 1200G/L Account 410000Cost Center 1000Material T-AC4##Quantity 1500SLoc 0001

8. Check the ATP situation. What is the cumulated ATP quantity on therequirement 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 activationof the dynamic availability check for goods issue postings.

Check the activation status of the dynamic availability check for movementtype 201 �GI for cost center�.

Dynamic availability check:__________________________________

2. Now post the goods issue for �your� reservation from task 2, step 10. Notethat transaction MIGO issues warning messages only if requested.



Solution 6: ATP Check in MaterialsManagementTask 1:Check the stocks of material T-AC3## in your company. You require the materialin plant 1400 Stuttgart. Transfer material T-AC3## from plant 1200 Dresdento Stuttgart.

1. Call the stock overview for material T-AC3##. How many meters of cableare there in plant 1200 Dresden? What is the stock in plant 1400 Stuttgart?

Plant1200:_______________________________________________________

Plant1400:_______________________________________________________

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 1200Dresden and assess the ATP situation. To do so, call the �AvailabilityOverview� transaction.








location 0001


b)


Enter

c)



location 00012000

One month fromtoday

Plant 1200 2000

One month fromtoday


2000

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




3. Since material T-AC3## is required urgently in plant 1400 Stuttgart, youdecide to transfer 1,500 meters from plant 1200 Dresden to plant 1400. Todo so, create a stock transport order.

Caution: Do not save the stock transport order yet.


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


Confirm the system message �Can delivery date be met? Realisticdelivery date: XX.XX.XXXX� by pressing ENTER.

4. What is the maximum number of meters of T-AC3## that can be transferredfrom plant 1200?




________________________________________________________________

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

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

________________________________________________________________

________________________________________________________________

________________________________________________________________




________________________________________________________________

a) Return to the Create Purchase Order screen. Increase the PO Quantityof material T-AC3## to 3,000 meters. In the status bar, the systemissues the message �Of material T-AC3##, only 2000 M are availableon desired date�. In the item detail data, choose the Delivery Scheduletab page.

Delivery Date Today Date specified bythe user on whichthe schedule linequantity is required

Scheduled Quantity 3000 Quantity specified bythe user (PO quantity)that is required on thedelivery date

Committed Date 31.12.9999 On this date, thecomplete scheduledquantity specifiedis available inthe delivery plant.December 31, 9999means that thecomplete quantityis not available inthe future or thesystem cannot issue astatement about it.

Committed Quantity 2000 Quantity available inthe delivery plant onthe specified date

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

________________________________________________________________

________________________________________________________________

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

7. How is the scope of the ATP check defined? Are inbound deliveries andreleased requirements taken into account when the cumulated ATP quantityis calculated?

________________________________________________________________Continued on next page



________________________________________________________________

________________________________________________________________

________________________________________________________________

a) On the Availability Overview screen, choose Goto→ Display Scope ofCheck. Alongside other stocks, requirements, and receipts, the scopeof the check contains shipping notifications (inbound deliveries) andreleased requirements.

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

________________________________________________________________

a) Return to the �Create Purchase Order� screen. Change the PO Quantityto 1500. Choose Purchase Order→ Save to save the stock transportorder.

9. Once you have entered the stock transport order, recheck the cumulated ATPquantity of material T-AC3## in plant 1200 Dresden and assess the ATPsituation. To do so, call the �Availability Overview� transaction.




location 0001

________________________________________________________________

________________________________________________________________




________________________________________________________________



�Enter�

b)



location 00012000

The stock transport order (release order) has reduced the cumulatedATP quantity by 1,500 meters.

10. Now check the cumulated ATP quantity of material T-AC3## in plant1400 Stuttgart and assess the ATP situation. To do so, call the transaction�Availability Overview�.



Today Plant 1400End date of the goodsreceipt of the stocktransport order

Plant 1400

________________________________________________________________

________________________________________________________________




________________________________________________________________



Enter

b)


Today Plant 1400 0End date of the goodsreceipt of the stocktransport order

Plant 1400 1500

From the perspective of plant 1400 Stuttgart, the stock transport orderis a planned receipt and therefore increases the cumulated ATP quantity.

11. Now deliver the stock transport order. Make a note of the outbound deliverydocument number.

Outbounddelivery:_________________________________________________

a) Logistics→ Logistics Execution→ Outbound Process→ Goods Issuefor Outbound Delivery→ Outbound Delivery→ Create→ CollectiveProcessing of Documents Due for Delivery→ Purchase Orders

On the Purchase Orders, Fast Display screen, choose the PurchaseOrders tab page. In the Purchasing Document field, enter the documentnumber of �your� stock transport order (see step 8).

Choose Program→ Execute.

Select the row with �your� stock transport order and chooseBackground to create the outbound delivery.

Call the log for delivery creation and note the document number of theoutbound delivery that you just created. To do so, choose Log forDelivery Creation. In the log, put your cursor on the group no line, thenchoose, then choose Documents.







Plant 1400

________________________________________________________________

________________________________________________________________

________________________________________________________________


Material T-AC3##Plant 1200, and 1400 in second stepChecking Rule RP

�Choose Enter��

b)


Today Plant 1200 500Today Plant 1400 0End date of the goodsreceipt of the stocktransport order

Plant 1400 1500

The released requirement (stock transport order) in plant 1200 hasbeen converted to an (outbound) delivery. From the perspective ofplant 1400 Stuttgart, the stock transport order is a planned receipt andtherefore increases the cumulated ATP quantity.




13. Now execute picking and the goods issue posting on the basis of theoutbound delivery.

a) To pick the outbound delivery and post the goods issue, call the �CreateTransfer Order� transaction.

Logistics→ Logistics Execution→ Outbound Process→ Goods Issuefor Outbound Delivery→ Picking→ Create Transfer Order→ SingleDocument

Warehouse Number 012Delivery �Your� outbound deliveryActivate Item SelectedForeground/Background BackgroundAdopt Pick Quantity 2

Confirm your entries with Enter. Picking and the goods issue postingare executed.




Plant 1400

________________________________________________________________

________________________________________________________________




________________________________________________________________


Material T-AC3##Plant 1200, and 1400 in second stepChecking Rule RP

�Enter�

b)


Today Plant 1200 500Today Plant 1400 1500

In plant 1200, the delivery requirement has been deleted by the goodsissue posting. Since the stock transfer is a �one-step procedure,� thegoods issue posting in plant 1200 immediately triggers a goods receiptin plant 1400. The planned purchase order receipt has been deletedand 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 transportorder.

Note: Do not change the Customizing settings since the exercisesfor all participants are based on this configuration!

In which Customizing table is the checking rule for the ATP check defined aspart of stock transport orders?

________________________________________________________________

________________________________________________________________

a) IMG path: Materials Management→ Purchasing→ Purchase Order→ Set up Stock Transport Order→ Assign Delivery Type and CheckingRule. 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.




2. On which criteria does the definition of the checking rule depend?

________________________________________________________________

________________________________________________________________

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

3. Check the attribute of the �Rule for Adoption of ATP Results in Purchasing�field. Which delivery schedule process is active?

________________________________________________________________

________________________________________________________________

a) The �Change View �Stock Transfer Data�: Overview� screen containsthe column Av.Ch.Rule. For order type UB and delivery plant 1200,the Av.Ch.Rule field is blank. Therefore, the standard procedure fordelivery scheduling is active.

4. Check the �availability check control� for checking group 02 and checkingrule 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.


5. In Customizing, where are the �checking rules� defined that are thenassigned 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 materialreservations.

1. First check the Customizing settings of the availability check for materialreservations. Which checking rules are used in the availability check whenyou create and change material reservations?

________________________________________________________________




________________________________________________________________

a) IMG: Materials Management→ Inventory Management and PhysicalInventory→ Reservation→ Set Dynamic Availability Check

On the Availability Check: Reservation screen, choose TransactionCode. Checking rule 03 is assigned to transaction codes MB21 �CreateReservation� and MB22 �Change Reservation.�

2. Where is the �checking group� that is relevant for the availability checkdefined?

Answer: The checking group is defined in the material master record. Itcan be defined for each plant on the tab pages Sales: General/Plant Dataand MRP 3.

3. Examine the checking group of material T-AC4## in plant 1200 Dresden.

Checkinggroup:____________________________________________________


Material T-AC4##


View Sales: General/Plant Data orMRP 3

Enter

Plant 1200

Enter

On the Display Material T-AC1## (Trading Goods) screen, choose thetab page Sales: General/Plant or MRP 3 to display the AvailabilityCheck field (checking group).

Checking group for plant 1200: 02




4. Check the �scope of the check� or the �availability check control� ofchecking group 02/checking rule 03.


On the Availability Check: Reservation screen, choose Define CheckingRule. On the �Change View �Availability Check Control�: Overview�screen, select the entry containing checking group 02 and checking rule03. Once you have selected this row, choose Goto→ Details.

5. How and where is the dynamic availability check activated for materialreservations?

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

6. Check the activation status of the dynamic availability check for movementtype 201 �GI for cost center�.

Dynamic availability check:_________________________________


On the Availability Check: Reservation screen, choose MovementType. On the �Change View �Availability Check Control�: Overview�screen, select the following entry:

MvT 201Val SelectedQua SelectedS BlankMvt BlankRec BlankCns Blank

Dynamic avail. check: E

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




Base Date Two weeks from todayMovement Type 201Plant 1200G/L Account 410000Cost Center 1000Material T-AC4##Quantity 1500SLoc 0001

a) Logistics→ Materials Management→ Inventory Management→Reservation→ Create

On the Create Reservation: Initial Screen screen, enter the followingdata:

Base Date Two weeks from todayMovement Type 201Plant 1200

On the Create Reservation: New Items screen enter the following data:

G/L Account 410000Cost Center 1000Material T-AC4##Quantity 1500SLoc 0001

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

8. Check the ATP situation. What is the cumulated ATP quantity on therequirement date of the reservation?

________________________________________________________________

________________________________________________________________

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

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



________________________________________________________________

________________________________________________________________

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 noteof the document number.

Reserva-tion:____________________________________________________

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 activationof the dynamic availability check for goods issue postings.

Check the activation status of the dynamic availability check for movementtype 201 �GI for cost center�.

Dynamic availability check:__________________________________

a) IMG: Materials Management→ Inventory Management and PhysicalInventory→ Goods Issue / Transfer Postings→ Set Up DynamicAvailability Check

On the Availability Check: Goods Issue screen, chooseMovement Type.On the �Change View �Dynamic Availability Check�: Overview�screen, select the following entry:

MvT 201Val SelectedQua SelectedS BlankMvt BlankRec BlankCns Blank

Dynamic avail. check: E




2. Now post the goods issue for �your� reservation from task 2, step 10. Notethat transaction MIGO issues warning messages only if requested.

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

Action Goods IssueReference Document ReservationReservation Number �Your� reservation (task 3, step

10)

Choose Enter to confirm your data and copy the information from thereservation. In the SLoc field, enter 0001.

Before you post the goods issue, choose Check to display any warningmessages. The system issues the message: �On the XX.XX.XXXX,only 1000 PC available�. Confirm the warning message with Enter andpost the goods issue. The 1,500 pieces of material T-AC4## that werereserved can be posted as a goods issue, even though 1,000 pieces ofthe 2,000-piece plant stock have been �reserved� for a sales order. Thedynamic availability check generates a warning message only.



Lesson Summary

You should now be able to:� Check availability based on the ATP quantity for stock transport requisitions,




Unit Summary SCM671

Unit SummaryYou 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,




Unit 2Availability Check Against Product

Allocations

Unit OverviewThe quantities your company is producing are lower than market demand. Sothat your first customers do not exhaust your entire stock, you define productallocations for customers or customer groups.


� 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 ContentsLesson: Availability Check Against Product Allocations .. . . . . . . . . . . . . . . . . .166

Exercise 7: Availability Check Against Product Allocations.. . . . . . . . . .175


Unit 2: Availability Check Against Product Allocations SCM671

Lesson: Availability Check Against Product Allocations

Lesson OverviewThe quantities that your company can provide are lower than market demand. Sothat your first customers do not exhaust your entire stock, you define productallocations for customers or customer groups.


� 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 ExampleUsing product allocations, you can assign products for specific customers, regions,or other attributes depending on the period. For example, this can prevent theentire available quantity of a product in short supply from being allocated to thefirst customer, meaning that it would no longer be possible to confirm subsequentsales 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 scarceproducts to customers so that each customer receives at most the allocated amount.

You can maintain allocations for customer groups, sales organizations, and soon, as well as for individual customers.


SCM671 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 ata specific material level and at various product group levels. Product allocationencompasses 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 allocationcontrol during the overall constraint period.

Figure 43: Check Against Product Allocations

Incoming requirements are checked against the �available� product allocationquantity. The relevant product allocation is calculated on the basis of the orderattributes. If there is no �available� product allocation quantity in the period inwhich the material availability date falls, the requirement cannot be confirmedor cannot be confirmed as requested.



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

A product allocation check can act as a secondary check against the quantityrequested in the sales order. First, an ATP check can be carried out against stocksand receipts, possibly resulting in a lower confirmed quantity due to insufficientstock. 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, includingsales organizations and distribution channels, external customer groups, andspecific customers.

For other attributes, you have to use the user exit INCLUDE Fv45vfzy userexit_quota_key_va (transaction SE38).



Figure 45: Activating Product Allocation

So that you can use the product allocation check, this availability check methodmust be active for the relevant requirement classes and schedule line category.

In Customizing (Availability Check Against Product Allocation→ Define FlowAccording to Requirement Category and Process Flow for Each Schedule LineCategory), activate product allocation for the relevant requirement category andschedule line category.

Figure 46: Elements of Product Allocation



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

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

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

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

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

� Maintain the planning hierarchy and updating rules for your allocation infostructure.

Figure 47: Function of the Product Allocation Objects

The system includes the different phases of product allocation control in theoverall constraint period.

You can assign several product allocation objects to the product allocationprocedure. Each object has its own validity period. The system determinesthe relevant object on the basis of the updating date for the key figure of theinfo structure. It then uses the object to determine the corresponding planninghierarchy, which contains product allocations.

Objects are always valid from the end date of the preceding object. To deactivateproduct allocation for a certain period, define a dummy object and set it to inactive.

The system allows only three update dates: delivery date, material availabilitydate, and planned goods issue date.



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

Figure 48: Information Structure

Information structure S140 is configured accordingly for product allocation. Youcan also create your own information structure.

When you create your planning hierarchy, assign the allocation objects to thehighest level. Specify the proportional factors from which allocation percentagesare 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→ SpecifyHierarchy, you can enter a masking ID for each information structure. Themasking ID stands for collective characteristics. Once you have entered theplanning hierarchy, you can add collective characteristics to it. To do so, choosethe 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 tothe same info structure. If an info structure has been assigned several times,assignment is permitted with or without masking.



Figure 49: Planning Table

The planning type for the standard info structure S140 is COMMIT. It containspredefined 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 �MaintainProcedure,� the system uses the product allocation procedure from Release 3.0F(discrete ATP check).



Using this method, the system offsets the quantity confirmed in the sales documentagainst the product allocation quantity. It uses only the product allocationquantities from current and future periods (unused product allocation quantitiesfrom past periods are not taken into account). If you use the discrete method, youcannot 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 �MaintainProcedure,� the system uses the cumulative product allocation procedure. Thisprocedure contains check logic that corresponds to the cumulative ATP logic.When the available product allocation quantities are calculated for the currentperiod, the system takes into account unused product allocation quantities fromprevious periods.

In cumulative product allocation, the following functions are available:

� Allocation steps: Here you can define several product allocation steps withdifferent info structures.

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



Figure 52: Consumption Periods

In cumulative product allocation, you can restrict the number of periods underconsideration by entering a consumption period.

The number of past periods identifies the number of periods before the productallocation date in the order that can be used to calculate unused product allocations.The unused product allocation quantities of these past periods are then cumulatedbefore the product allocation for the current period is checked.

The number of future periods identifies the number of periods after the productallocation 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 remainsunconfirmed.



Exercise 7: Availability Check AgainstProduct Allocations

Exercise ObjectivesAfter 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 ExampleFamiliarize yourself with the availability check against product allocations. In�Flexible Planning,� maintain product allocations and check availability againstthe allocated quantities in the sales order. In Customizing, configure the basicsettings for the product allocation check.



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

Group Number Customer Number01 100202 101203 103304 117405 117506 130007 167008 167109 190010 190111 200412 214013 220014 230015 250016 1400017 2200018 99999

1. Maintain product allocation quantities for your customer in FlexiblePlanning. Use planning type COMMIT and inactive version 000. Configurethe following planning parameters:

Prod. Allocation Obj. Work CenterSales Organization 1000Distribution Channel 12Customer Group 02Sold-to Party �Your� sold-to party (see assignment

table above)




On the Change Plan (Consistent Planning) screen, enter 100 cartons as theproduct 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 �CreateSales Order� transaction.

Order Type ORSold-to Party �Your� customerPO Number ## Order 9Requested Delivery Date One week from todayMaterial L-40FOrder Quantity 10 cartons

Hint: If you receive the information message �No characteristiccombinations found for the specified selection.� while youare entering the order, confirm the message initially by pressing�Enter�. This message is probably displayed because the order doesnot have a customer group or is assigned a customer group otherthan customer group 02. In this case, enter customer group �02Trading Companies� in the order header. To do so, go to the �CreateStandard Order: Overview� screen and choose: Goto→ Header→Sales. In the �Pricing and Statistics� field group, you will find theCustomer Group field.

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


4. Now save the standard order and note the document number.

Documentnumber:________________________________________________

5. Which requirement class is assigned to requirement type KSV?


6. Is the availability check activated for requirements class 050? If so, inwhich method?

________________________________________________________




________________________________________________________

________________________________________________________

7. Now check the schedule line category CP. Is the availability check activatedfor this schedule line category? In which method?

________________________________________________________

________________________________________________________

________________________________________________________

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

9. Call the order from step 4 in change mode and increase the order quantityfor material L-40F to 400 cartons. How does the system respond? Interpretthe result.

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

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

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

2. Check which consumption periods are maintained for info structure S140.

3. Which information structure is assigned to product allocation procedureBULBS?

4. Which product allocation object is linked to the BULBS procedure andhow long is it valid?

5. What function does the product allocation object have and where is thismaintained?



Solution 7: Availability Check AgainstProduct AllocationsTask 1:

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

Group Number Customer Number01 100202 101203 103304 117405 117506 130007 167008 167109 190010 190111 200412 214013 220014 230015 250016 1400017 2200018 99999

1. Maintain product allocation quantities for your customer in FlexiblePlanning. Use planning type COMMIT and inactive version 000. Configurethe following planning parameters:




Prod. Allocation Obj. Work CenterSales Organization 1000Distribution Channel 12Customer Group 02Sold-to Party �Your� sold-to party (see assignment

table above)

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

Save your plan.

a) Logistics→ Logistics Controlling→ Flexible Planning→ Planning→ Change

Planning Type COMMIT


Prod. Allocation Obj. Work CenterSales Organization 1000Distribution Channel 12Customer Group 02Sold-to Party �Your� sold-to party (see

assignment table above)

Choose Inactive Version.

On the Change Plan (Consistent Planning) screen, enter 100 cartons asthe 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 �CreateSales Order� transaction.

Order Type ORSold-to Party �Your� customerPO Number ## Order 9




Requested Delivery Date One week from todayMaterial L-40FOrder Quantity 10 cartons

Hint: If you receive the information message �No characteristiccombinations found for the specified selection.� while youare entering the order, confirm the message initially by pressing�Enter�. This message is probably displayed because the order doesnot have a customer group or is assigned a customer group otherthan customer group 02. In this case, enter customer group �02Trading Companies� in the order header. To do so, go to the �CreateStandard Order: Overview� screen and choose: Goto→ Header→Sales. In the �Pricing and Statistics� field group, you will find theCustomer Group field.


Order Type OR

�Enter�

Sold-to Party �Your� customerPO Number ## Order 9Requested Delivery Date One week from todayMaterial L-40FOrder Quantity 10 cartons

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





a) On the Create Standard Order: Overview screen, choose theProcurement tab page.

Requirement type of the orderitem:

KSV

Schedule line category of theorder schedule line:

CP

4. Now save the standard order and note the document number.

Documentnumber:________________________________________________

a) On the Create Standard Order: Overview screen, choose SalesDocument→ Save.

5. Which requirement class is assigned to requirement type KSV?


a) Tools→ Customizing→ IMG→ Execute Project

b) Goto→ SAP Reference IMG

c) Sales and Distribution→ Basic Functions→ Availability Check andTransfer of Requirements→ Transfer of Requirements→ DefineRequirements 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, inwhich method?

________________________________________________________

________________________________________________________




________________________________________________________



Field Attribute ExplanationAvailability Selected The ATP check is

active.Allocation Ind. 1 Customer

requirements areconsumed againstforecast.

Prod. Allocation Selected The productallocation checkis active.

7. Now check the schedule line category CP. Is the availability check activatedfor this schedule line category? In which method?

________________________________________________________

________________________________________________________

________________________________________________________

a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements → Availability Check→Availability Check with ATP Logic or Against Planning→ DefineProcedure for Each Schedule Line Category.



active.All. Selected The product

allocation checkis active.




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


Material L-40F


View Basic Data 1

Enter

On the Display Material L-40F## (Finished Product) screen, choosethe Basic Data 1 tab page. The Product Allocation field contains theproduct 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 quantityfor material L-40F to 400 cartons. How does the system respond? Interpretthe result.

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________

________________________________________________________




________________________________________________________


Enter the order number from task 1, step 4

b) On the Change Standard Order: Overview screen, increase the orderquantity to 400 cartons.

Choose Enter to confirm your entries.

The system issues the message: �Product allocation check foundchanges 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 checkproposes three partial deliveries of 100 cartons each. Each partialdelivery takes place at the start of the three months after the requireddate.

Hint: If the requested delivery date for the order item is in thenext month (as seen from current date or creation date), theproduct allocation will confirm 200 cartons for the requesteddelivery date. In this case, the delivery proposal consists oftwo partial deliveries: 200 cartons on the requested deliverydate and 100 cartons in the following month. The consumptionperiod assigned to information structure S140 has been definedin such a way that unused product allocation quantities fromthe last 3 periods are cumulated before the product allocationcheck 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. Whichproduct allocation method is active? Discrete or cumulative productallocation?

a) IMG: Sales and Distribution→ Basic Functions→ Availability Checkand Transfer of Requirements→ Availability Check→ AvailabilityCheck Against Product Allocation→ Maintain Procedure

The ATP Consumption indicator for procedure BULBS is set, socumulative allocations are used.




2. Check which consumption periods are maintained for info structure S140.

a) IMG: Sales and Distribution→ Basic Functions→ Availability Checkand Transfer of Requirements→ Availability Check→ AvailabilityCheck Against Product Allocation→ Define Consumption Periods

For info structure S140, backward consumption of 3 months andforward consumption of 10 months is maintained. Unused allocationsfrom the past are cumulated for the current period before productallocation is checked.

3. Which information structure is assigned to product allocation procedureBULBS?

a) IMG: Sales and Distribution→ Basic Functions→ Availability Checkand Transfer of Requirements→ Availability Check→ AvailabilityCheck Against Product Allocation→ Specify Hierarchy

Information structure S140 is assigned to product allocation procedureBULBS.

4. Which product allocation object is linked to the BULBS procedure andhow long is it valid?

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

b)

Work Area BULBS

Choose Enter.

The product allocation object �work center� is assigned until December31, 9999.

5. What function does the product allocation object have and where is thismaintained?

a) The product allocation object can be used to distinguish betweenvarious product allocation phases in the time series. The object is acharacteristic that is independent of the order and that determinesthe product allocation quantity. As a result, you can use the productallocation object to specify the �reason� for the product allocation.

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



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


Unit Summary SCM671

Unit SummaryYou 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


Unit 3Availability Check Against Planned

Independent Requirements

Unit OverviewCustomer requirements can also be checked for availability against plannedindependent requirements. In this unit, you will learn how to use this availabilitycheck method.


� 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 ContentsLesson: Availability Check Against Planning in Sales and DistributionProcessing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .190

Exercise 8: Availability Check Against Planning in Sales andDistribution Processing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197


Unit 3: Availability Check Against Planned Independent Requirements SCM671

Lesson: Availability Check Against Planning in Salesand Distribution Processing

Lesson OverviewYou execute a check against planning if you want to know whether enoughplanned independent requirements are available for the incoming sales orders. Thecheck against planning is carried out against a planned independent requirementfor an unknown market (usually one that is not customer-specific).


� Explain the concept of the availability check against planning� Configure the availability check against planning for Sales and Distribution


Business ExampleThe check against planning is carried out against a planned independentrequirement created for an unknown market (usually one that is notcustomer-specific). The planned independent requirement results from demandprogram management and is used for non-order-specific planning of expectedfuture sales quantities.

As a team member, you are responsible for configuring the Customizing settingsand maintaining the data for the availability check against planning.

Concept of the Check Against PlanningWhen planning for expected sales orders, you determine which order quantitiesare anticipated for product groups and salable products in a specific period. InDemand Management, planned independent requirements are created for a specificperiod for expected order quantities. Once the order has been received, the relevantconsumption quantity of materials whose requirements are consumed against theproduction program are transferred to materials planning as part of the availabilitycheck against planning for the order quantities. Material planning then reducesthe associated independent requirements level by level. If a planned independentrequirement is not available for customer requirements, the requirement cannot beconfirmed since (to date) production or procurement is not scheduled.

To understand the concept of the availability check against planning, we mustconsider the planning strategies. A good example is strategy 52 (planning withoutfinal assembly/without make-to-order production). In this planning strategy,future sales figures are forecasted for the finished product in demand planning.


SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing

A production plan is derived from these, and in turn, planned independentrequirements for the finished product are generated. In the planning run, plannedorders are then compared to these planned independent requirements as receiptelements. However, the planned orders have the order type VP and thereforecannot be converted to purchase orders or production orders. As a result,the finished product is neither procured nor produced. However, dependentrequirements and corresponding receipt elements are generated in the planningrun for the components of this finished product. These planned orders can beconverted, thus achieving the main goal of this strategy: Components are procuredeven without sales orders on the basis of demand management. If a sales orderis 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 orpurchase orders) for the finished product. Therefore, a check is carried outagainst planning in this context. The system checks whether there is a plannedindependent requirement for the finished product in the consumption periodand for the relevant consumption mode; if so, the customer requirement can beconfirmed since enough components will be procured to manufacture the finishedproduct before it is sold. In the next planning run, the customer requirement isconsumed against the planned independent requirement, and a planned order thatcan 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 planningstrategies: 50 (planning without final assembly/with MTO), 60 (planning withplanning 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:

� Only planned independent requirements are taken into account, meaning thatMRP 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 definethe transfer of requirements.



Configuring the Check Against Planning

Figure 53: Activating the Check Against Planning

The requirements class determines the decision to use the checking method �checkagainst planning�. Before the check against planning can be carried out, theSales and Distribution applications in question must transfer a requirement. Theavailability 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 bemaintained. This specifies the requirements transfer (daily requirement orindividual requirement).



Figure 54: Consumption of Customer Requirement Against PlannedIndependent Requirement

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

Figure 55: Consumption Logic



In addition, the consumption mode and period for the planning check andconsumption must be defined. This can be done in the MRP group in Customizingor in the material master record. The settings in the material master record takeprecedence over those for the MRP group.

Using the consumption mode, you specify whether customer requirements are tobe consumed against planned independent requirements. If so, you also specifythe direction in which this is to occur, starting from the requirement date thatcorresponds to the material availability date of the order item in the sales orderitems. You have the following options:

� No consumption against planning

� Backward consumption only; Consumption begins on the requirements datemoving backwards only within the corresponding consumption period.

� Forward consumption only; Consumption begins on the requirements datemoving forwards only within the corresponding consumption period.

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

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

You can specify a consumption period that determines the consumption horizonfor both backward and forward consumption. If backward/forward consumptionor forward/backward consumption are both active, the system also takes intoaccount both periods.

The customer requirement is consumed using the planned independent requirementfrom the closest point in time either before or after the sales order date. Ifa customer requirement cannot be consumed in full by the nearest planningrequirement, it is assigned to further planning requirements either in the future orin the past. To do so, the system uses the consumption periods that are maintainedin the material master or in the Customizing settings for demand management(see above). For forwards and backwards consumption, the consumption periodsspecify the time interval within which customer requirements are consumedwith planned independent requirements. Customer requirements outside theconsumption period are not consumed.



Customer requirements are assigned to planned independent requirementsdynamically. In other words, if sales orders or planning are rescheduled, theassignment is deleted and redefined.

Note: If no consumption periods are maintained, requirements can beconsumed by each other only if they are scheduled on the same day.



Exercise 8: Availability Check AgainstPlanning in Sales and DistributionProcessing

Exercise ObjectivesAfter 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 ExampleAs part of specific planning strategies, the availability of materials for the salesorder is checked against planned independent requirements that arise from demandprogram management.

As a team member, you are responsible for configuring the Customizing settingsand maintaining the data for the availability check against planning.

Task 1:Familiarize yourself with the availability check against planned independentrequirements from an order processing perspective. Determine the attributes ofthe important sales order �control objects� in conjunction with the availabilitycheck against planning.

1. Create a sales order.


a) Can the required quantity be confirmed for the required date?

___________________________________________________________

b) Which method is used to check availability?




___________________________________________________________

For the following exercise step, remain in order processing. Do not savethe order.

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


3. For the following analysis in task 2 regarding the Customizing settings forthe availability check against planning, determine the following information:

Item category of the order itemSchedule line category of the orderschedule lineRequirements type of the order itemPlant of the order itemMRP type of material T-AC5## inthe plant of the order item

Once you have determined this information, leave order processing withoutsaving.

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 therequirements class and schedule line category select, as well as the combinationof the requirements type for planning and the requirements type of the customerrequirement that is used to control the consumption of customer requirementswith planned independent requirements.

1. Which requirements class is assigned to requirements type KSVS?


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 availabilitycheck still �only� carried out against planning?




___________________________________________________________

___________________________________________________________

___________________________________________________________

4. It is essential that the availability check be activated in the required methodand for the relevant requirements class. Therefore, examine the options fordetermining the requirements types and classes in Customizing.

Which strategy has been used to determine the requirements type/class in theorder item of the order from task 1?

Hint: Remember: Material T-AC5## was sold from plant 1200Dresden. The order item was managed with item category TAN. TheMRP type of material T-AC5## in plant 1200 Dresden is PD.


5. Now analyze how requirements type KSVS is determined on the basis of the�material master� strategy.


Strategy group:____________________________________________

6. Which main strategy is assigned to strategy group 52 (planning withoutfinal assembly, without make-to-order production)? Analyze the assignmentin Customizing.

Field AttributeMain Strategy

7. Which requirement type does the strategy use for customer requirements?Which requirement type is defined for demand management? How is theconsumption strategy calculated with customer requirements and plannedindependent requirements?

Field AttributeReqmt Type of Customer ReqmtReqmts Type for Indep.ReqmtsAllocation Indicat.Consumption




Task 3:Now maintain planned independent requirements for material T-AC5## in plant1200 Dresden. Then check the consumption logic of the customer requirementswith the planned independent requirements for this material in plant Dresden.

1. Maintain the following planned independent requirements for materialT-AC5## in plant 1200.

Note: In reality, planned independent requirements are created�automatically� as a result of demand management. In this exercisehowever, the focus is on the availability check against plannedindependent requirements and we therefore do not discuss thismethod of creating planned independent requirements. In theexercise, the planned independent requirements are created manually.

This month 50 PCNext month 70 PCTwo months from now 100 PCThree months from now 50 PC

2. What is the requirement type of the planned independent requirement thatyou just maintained?

Requirementtype:______________________________________________________

3. Check the consumption mode and the consumption period(s) of materialT-AC5## in plant 1200 Dresden.

Consumption ModeBwd Consumption Per.Fwd Consumption Per.




4. Now predict the effects that the system settings you just checked will have.Which confirmation would you expect from the availability check againstplanned independent requirements if you enter a requirement for materialT-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 ORSold-to Party T-L64A##PO Number ## Order 11Requested Delivery Date Second week of next month. This

ensures that the requirement date isdefinitely next month.



___________________________________________________________

b) What other delivery proposals does the system make?

___________________________________________________________

c) Save the order and write down the document number.

Documentnumber:_________________________________________________

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

1. Enter a sales order for customer T-S50A##. The customer orders materialT-AC5## with a required delivery date of today. Do not save the order yet.




Order Type ORSold-to Party T-S50A##PO Number ## Order 12Requested Delivery Date TodayDelivery Plant 1200Material T-AC5##Order Quantity 200

Can the required quantity be confirmed for the required date?

___________________________________________________________

What other delivery proposals does the system make?

___________________________________________________________

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



Solution 8: Availability Check AgainstPlanning in Sales and DistributionProcessingTask 1:Familiarize yourself with the availability check against planned independentrequirements from an order processing perspective. Determine the attributes ofthe important sales order �control objects� in conjunction with the availabilitycheck against planning.

1. Create a sales order.



___________________________________________________________

b) Which method is used to check availability?

___________________________________________________________




For the following exercise step, remain in order processing. Do not savethe order.


Order Type OR

Enter

Sold-to Party T-L64A##PO Number ## Order 10Requested Delivery Date One week from todayDelivery Plant 1200Material T-AC5##Order Quantity 200

Since the required amount cannot be confirmed, the system branches tothe Standard Order: Planned Independent Requirement Assignmentscreen. Confirmation is not possible for the required delivery date. Thesystem cannot generate a delivery proposal.

b) The system branches to the Standard Order: Planned IndependentRequirement Assignment screen and not to the Availability Controlscreen. This indicates that availability is checked against planning andthat no ATP check was carried out.

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





a) Navigate to the Create Standard Order: Overview screen. To do so, onthe Standard Order: Planned Independent Requirement Assignmentscreen, choose Edit→ Continue.

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

Delivery date: One week from todayOrder quantity: 200Confirmed quantity: 0

The schedule line documents the unconfirmed �requirement� of thecustomer.

For the following exercise step, remain in order processing. Do notsave the order.

3. For the following analysis in task 2 regarding the Customizing settings forthe availability check against planning, determine the following information:

Item category of the order itemSchedule line category of the orderschedule lineRequirements type of the order itemPlant of the order itemMRP type of material T-AC5## inthe plant of the order item




Once you have determined this information, leave order processing withoutsaving.

a) You can find the item category of the order item on the CreateStandard Order: Overview screen (among others) on the Sales tabpage. Navigate to this screen in order processing. Choose Goto→Overview and select the Sales tab page.

Item category of the order item TAN

b) You can find the schedule line category, the requirement type, and theplant on the Procurement overview screen. On the Create StandardOrder: Overview screen, choose the Procurement tab page.

Schedule line category of theorder schedule line

CP

Requirements type of the orderitem

KSVS

Plant of the order item 1200

c) You can find the MRP type of material T-AC5## in the material masterrecord 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 therequirements class and schedule line category select, as well as the combinationof the requirements type for planning and the requirements type of the customerrequirement that is used to control the consumption of customer requirementswith planned independent requirements.

1. Which requirements class is assigned to requirements type KSVS?





a) System→ Create Session

b) Tools→ Customizing→ IMG→ Execute Project

c) Goto→ SAP Reference IMG

d) Sales and Distribution→ Basic Functions→ Availability Check andTransfer of Requirements→ Transfer of Requirements→ DefineRequirements 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?

___________________________________________________________



Field Attribute ExplanationAvailability �Blank� The ATP check is

inactive.Req. Transfer �Selected� Requirements

transfer is active.Allocation Ind. 2 Customer

requirements areconsumed againstplanning.

Prod. Allocation �Blank� The productallocation checkis inactive.

This configuration means that the availability check against planningis 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 availabilitycheck still �only� carried out against planning?

___________________________________________________________

___________________________________________________________




___________________________________________________________

a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements → Availability Check →Availability Check with ATP Logic or Against Planning→ DefineProcedure for Each Schedule Line Category.



active. However, anavailability checkis only carried outagainst planningsince the ATP checkis not activated usingthe requirement class.

Rq Selected Requirementstransfer is active.

All. Selected The productallocation checkis active. However,an availability checkis only carried outagainst planningsince the productallocation check isnot activated usingthe requirement class.

4. It is essential that the availability check be activated in the required methodand for the relevant requirements class. Therefore, examine the options fordetermining the requirements types and classes in Customizing.

Which strategy has been used to determine the requirements type/class in theorder item of the order from task 1?

Hint: Remember: Material T-AC5## was sold from plant 1200Dresden. The order item was managed with item category TAN. TheMRP type of material T-AC5## in plant 1200 Dresden is PD.





a) IMG path: Sales and Distribution→ Basic Functions→ AvailabilityCheck and Transfer of Requirements→ Transfer of Requirements→Determination of Requirement Types Using Transaction

Select the order item category TAN and the MRP type PD.

Field Attribute ExplanationQ Blank 1. First, the

requirement typeis determined usingthe material masterstrategy, and if thisfails, using thetransaction (itemcategory and MRPtype)

5. Now analyze how requirements type KSVS is determined on the basis of the�material master� strategy.


Strategy group:____________________________________________


Material T-AC5##


View MRP 3

Enter

Plant 1200

Enter

On the Display Material T-AC5## (Finished Product) screen, choosethe MRP 3 tab page and find the strategy group.

Strategy group � plant 1200: 52 Plnng w/o final assem. w/omake-to-order




6. Which main strategy is assigned to strategy group 52 (planning withoutfinal assembly, without make-to-order production)? Analyze the assignmentin Customizing.

Field AttributeMain Strategy

a) IMG path: Production → Production Planning → DemandManagement→ Planned Independent Requirements→ PlanningStrategy→ Define Strategy Group

Select strategy group 52.


Field AttributeMain Strategy 52 Plnng w/o final assem. w/o

make-to-order

7. Which requirement type does the strategy use for customer requirements?Which requirement type is defined for demand management? How is theconsumption strategy calculated with customer requirements and plannedindependent requirements?




Field AttributeReqmt Type of Customer ReqmtReqmts Type for Indep.ReqmtsAllocation Indicat.Consumption

a) IMG path: Production → Production Planning → DemandManagement→ Planned Independent Requirements→ PlanningStrategy→ Define Strategy.

Select strategy 52.

Field AttributeReqmt Type of Customer Reqmt KSVSReqmts Type for Indep.Reqmts VSEAllocation Indicat. 2Consumption 2

Hint: Requirements class 049 is assigned to requirementstype KSVS (see above). As a result, this planning strategywas relevant for �your� order.

Task 3:Now maintain planned independent requirements for material T-AC5## in plant1200 Dresden. Then check the consumption logic of the customer requirementswith the planned independent requirements for this material in plant Dresden.

1. Maintain the following planned independent requirements for materialT-AC5## in plant 1200.

Note: In reality, planned independent requirements are created�automatically� as a result of demand management. In this exercisehowever, the focus is on the availability check against plannedindependent requirements and we therefore do not discuss thismethod of creating planned independent requirements. In theexercise, the planned independent requirements are created manually.




This month 50 PCNext month 70 PCTwo months from now 100 PCThree months from now 50 PC

a) SAP Easy Access menu: Logistics→ Production→ ProductionPlanning → Demand Management → Planned IndependentRequirements→ Create

Material T-AC5##Plant 1200Version 00Planning Horizon From TodayPlanning Horizon To Today plus at least 3 months

�Enter�

For the characteristics:

Material MRP Area V A BUT-AC5## 1200 00 X PC

enter the following planned independent requirement quantities:

Current month Month +1 Month +2 Month +350 70 100 50

Planned Indep. Reqmts→ Save. Confirm the warning message ifnecessary: �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 thatyou just maintained?




Requirementtype:______________________________________________________

a) SAP Easy Access menu: Logistics→ Production→ ProductionPlanning → Demand Management → Planned IndependentRequirements→ Display.

Material T-AC5##Plant 1200Version All active versionsPlanning Horizon From TodayPlanning Horizon To Today plus at least 3 months

Enter

On the Display Plnd Ind. Reqmts: Planning Table screen, choose theItems tab page.

RTyp VSE

Hint: The requirement type of the sales order is KSVS (seetask 1, step 3). The Customizing settings for strategy 52 definethat the requirement type for planned independent requirements(VSE) is to be consumed with requirement type KSVS (forcustomer requirements) and how (see task 2, step 7).

Planned Indep. Reqmts→ Exit

3. Check the consumption mode and the consumption period(s) of materialT-AC5## in plant 1200 Dresden.




Consumption ModeBwd Consumption Per.Fwd Consumption Per.

a) Logistics→ Sales and Distribution→ Master Data→ Products→Material→ Other Material→ Display or Change

Material T-AC5##


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/forwardconsumption)

Bwd Consumption Per. 30Fwd 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 againstplanned independent requirements if you enter a requirement for materialT-AC5## in plant 1200 Dresden with a requirement date next month?

Answer: For a requirement date next month, a maximum of 120 pieces ofmaterial T-AC5## can be confirmed in plant 1200 Dresden. The (currently)unconsumed 50 pieces of the planned independent requirement fromthis month, plus 70 pieces from next month. The system cannot checkagainst other planned independent requirements since these are outside theconsumption period.




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

1. Create the following sales order.

Order Type ORSold-to Party T-L64A##PO Number ## Order 11Requested Delivery Date Second week of next month. This

ensures that the requirement date isdefinitely next month.



___________________________________________________________

b) What other delivery proposals does the system make?

___________________________________________________________

c) Save the order and write down the document number.




Documentnumber:_________________________________________________


Order Type OR

Enter

Sold-to Party T-L64A##PO Number ## Order 11Requested Delivery Date Second week of next month.

This ensures that the requirementdate is definitely next month.


The order cannot be confirmed as requested. The system branches tothe Standard Order: Planned Independent Requirement Assignmentscreen. On the required date, only 120 pieces can be confirmed. This isalso 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, createanother sales order for material T-AC5##.

1. Enter a sales order for customer T-S50A##. The customer orders materialT-AC5## with a required delivery date of today. Do not save the order yet.

Order Type ORSold-to Party T-S50A##PO Number ## Order 12Requested Delivery Date TodayDelivery Plant 1200Material T-AC5##Order Quantity 200




Can the required quantity be confirmed for the required date?

___________________________________________________________

What other delivery proposals does the system make?

___________________________________________________________


Order Type OR

Enter

Sold-to Party T-S50A##PO Number ## Order 12Requested Delivery Date TodayDelivery Plant 1200Material T-AC5##Order Quantity 200

The order cannot be confirmed as requested. The system branches tothe Standard Order: Planned Independent Requirement Assignmentscreen. The order cannot be confirmed on the required delivery date.A delivery cannot be proposed.

In the consumption period defined in the material master, thereare currently no consumed planned independent requirements. Aconfirmation or delivery proposal is not possible.




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

a) On the Standard Order: Planned Independent Requirement Assignmentscreen, choose Edit→ Continue.

b) On the �Create Standard Order: Overview� screen, change the requireddelivery 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 systemdisplays a confirmed quantity of 100 pieces for the required date.An additional 50 pieces can be confirmed for the start of the currentmonth +3. As a result, a one-time delivery of 100 pieces is possiblefor the required delivery date, or a partial delivery of 100 pieces on therequired date plus a further delivery of 50 pieces at the start of thecurrent month +3.

d) Edit→ Delivery Proposal

e) Sales Document→ Save



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



Unit Summary SCM671

Unit SummaryYou should now be able to:� Explain the concept of the availability check against planning� Configure the availability check against planning for Sales and Distribution



Unit 4Backorder Processing and

Rescheduling

Unit OverviewThis unit covers backorder processing and rescheduling. Both functions areused to reprocess requirements that have already been entered to �improve� theconfirmation.


� 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 ContentsLesson: Backorder Processing and Rescheduling .. . . . . . . . . . . . . . . . . . . . . . . .222

Exercise 9: Backorder Processing and Rescheduling.. . . . . . . . . . . . . . . .231


Unit 4: Backorder Processing and Rescheduling SCM671

Lesson: Backorder Processing and Rescheduling

Lesson OverviewThis lesson covers backorder processing and rescheduling. This essentiallyinvolves reprocessing requirements that have already been entered to �improve�the confirmation situation by allocating additional ATP quantities or reallocatingthem.


� Explain the need for processing backorders and rescheduling� Describe the situations in which you use backorder processing and


Business ExampleThe demand for your products was greater than you expected. Not all customerrequirements and stock transport requirements could be confirmed �as requested.�Furthermore, there are procurement bottlenecks. Vendors have informed youthat 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 youcan deliver these (if possible) as requested. Fulfilling other requirements mayhave to be postponed.

Using Rescheduling and Backorder ProcessingYou use rescheduling to obtain confirmations for sales documents, stock transportorders, stock transport scheduling agreements, and stock transport requisitions thathave already been entered, and to reprocess quantities and dates that have alreadybeen confirmed. Backorder processing also allows you to process dependentreservations of production orders. The aim is to improve the confirmationsituation for these or some of these documents. With rescheduling and backorderprocessing, you can allocate additional stocks and planned receipts to thedocuments, or reallocate existing stocks and planned receipts among existingdocuments. In detail, you can use rescheduling to:

� Breach the �first-come, first-served� principle and allocate the ATP quantityaccording to other priorities

� Allocate additional quantities or planned receipts to existing documents� Resolve shortage situations


SCM671 Lesson: Backorder Processing and Rescheduling

Figure 56: Example: Rescheduling/Backorder Processing (1)

The example from an ATP check shows a possible application scenario forrescheduling and backorder processing. At the time the first order is entered, theentire ATP quantity of the first receipt is available. The requirement can thereforebe confirmed on the basis of this ATP check.




The second order, which has a required delivery date before that of the first orderand may therefore have a higher delivery priority, cannot be confirmed since thereis no available ATP quantity.


Depending on the planning strategy, a requirement is usually transferred tomaterials planning. Materials planning then recognizes the shortage situation andplans a second receipt element.




Without backorder processing or rescheduling, the confirmation situation does notchange for the requirements entered. Or in other words: Once a requirementhas been saved, it cannot be used to check the ATP situation so that it can beconfirmed. The user must process the backorder or start rescheduling. In thisexample, once backorder processing or rescheduling is complete, both orderscan be confirmed as requested.

Backorder ProcessingSAP ERP provides two ways in which you can reprocess entered requirements:

� (Manual) backorder processing

� Rescheduling



Figure 60: (Manual) Backorder Processing

When you process backorders, you select all relevant documents (defined by thecheck scope) for a combination of material and plant. The Backorder Processing:Overview screen provides an overview of the ATP situation. This allows youto allocate the existing ATP quantity manually for sales documents, stocktransport orders, stock transport scheduling agreements, stock transport purchaserequisitions, and dependent reservations. You can also reduce the confirmedquantity for these documents, which increases the ATP quantity so that it canbe reallocated.



Figure 61: Rescheduling

Backorder processing can also be carried out �automatically� online or in thebackground. In this context, we speak about rescheduling.

With rescheduling (program SDV03V02), all open sales document items forthe selected combination(s) of material and plant are processed. If required,rescheduling also processes open items and schedule lines for stock transportorders, stock transport scheduling agreements, and items from stock transportrequisitions for the selected combination(s) of material and plant.

Note: Program SDV03V02 always selects all requirements of theselected material/plant combination(s). In other words, requirements withfixed quantities and dates are selected, as well as material reservations.However, these documents are not reprocessed and so their confirmationstatus remains the same.

For stock transport documents, you can specify whether stock transportrequisitions and scheduling agreements are to be processed at item or scheduleline level.

�Open� in this context means that (for example) the only documents to beprocessed are: undelivered orders, documents not marked for deletion, items fromstock transport requisitions that are not marked as complete, and items from stocktransport orders in which the quantity delivered and posted in the goods receiptdiffers from the quantity ordered.



The selected items and schedule lines are sorted according to the �priorities� onthe selection screen (document category, delivery priority, date on which the itemwas entered, and for stock transport orders and scheduling agreements, possiblythe delivery date of the earliest schedule line, document, and item number). Theyare then transferred to the availability check so that the ATP quantities of thesedocuments can be reallocated with this priority. In terms of the priorities, 1 is thehighest priority and 5 is the lowest. Stock transport requisitions are generallysorted after stock transport orders and scheduling agreements since they are lessbinding. 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 transportrequisition item.

If you set the Simulation indicator, the checked documents are not saved; onlya results list is generated and saved. The availability check for the respectivedocuments therefore responds as if it had been saved, meaning that the simulatedlist 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 reschedulingsales documents (exceptions include rush orders, for which checking rule �B� isused, and orders with project stock, for which checking rule AE is used). Forstock transport documents, the check scope of the checking rule assigned to therespective stock transport document category in Customizing for purchasingapplies. You must ensure that the scopes of the checks are consistent for both



stock transport documents and sales documents, and that they do not excludeone 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,� releaseorders for stock transport orders and requisitions are checked, but not in the checkscope of the checking rule for stock transport scheduling agreements.

For (manual) backorder processing (transactions CO06 and V_RA), you can/mustenter a proposal for the checking rule of backorder processing for each plantin Customizing. This proposal can then be copied or changed when you callbackorder processing.

The Customizing parameter �Rule for Transferring the Results of the AvailabilityCheck� allows you to specify how the SAP system responds when reschedulingresults in an undesired availability situation: Should the system choose the optionOne-Time Delivery, Delivery Proposal, or Complete Delivery? This �rule� isdefined individually for sales documents and stock transfer documents.



Exercise 9: Backorder Processing andRescheduling

Exercise ObjectivesAfter 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 ExampleNot 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 partiallyconfirmed due to a restricted ATP quantity. As part of backorder processing orrescheduling, you now want to breach the first-come, first-served principle andallocate 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, urgentlyrequires 100 pieces of twisted conductor cable. Enter the sales order.

Order Type ORSold-to Party T-S50B##PO Number ## Order 13Requested Delivery Date TodayMaterial T-AC6##Order Quantity 100

Analyze the result of the ATP check and save the unconfirmed order. Make anote 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.




MRPElement

Docu-mentNumber

Require-mentDate

Issue/Re-ceipt

Con-firmed/Un-con-firmed

DeliveryPriority

Task 2:Manual Backorder Processing

1. You decide that the sales order for Motorradmarkt Stuttgart must be deliveredas 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 totalconfirmation of the release order must remain at 1000 pieces. You thereforeuse 100 pieces of T-AC6## that have been used/reserved for the sales orderwith delivery priority 3 to confirm the release requirement. Carry out therelevant (manual) backorder processing.

Hint: Do not save the backorder processing. You still need thisexample 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 Adoptionof 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 Rule1000 / 12 / 00

Rule for Adoption of ATP Results in Purchasing:

Document Type/Delivery Plant RuleUB / 1200




2. In the future, you want to process sales orders and stock transport orders thathave already been created on a daily basis. You therefore want to breach thefirst-come, first-served principle and distribute the ATP quantity on the basisof the delivery priority. Requirements with a high delivery priority shouldbe given preference during the ATP check. Sales orders and stock transportorders are to be processed in the same way. For material T-AC6## in plant1200, reschedule the order accordingly �online.� First reschedule the order ina simulation. Analyze the result of the rescheduling.

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

3. Define a new rescheduling. Stock transport orders are no longer to beincluded in the rescheduling. Rescheduling must reallocate only ATPquantities 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 ofthe rescheduling.

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

4. Fix the confirmed quantities and dates for the order that already exists in thesystem with delivery priority 3 (you determined the document number of theorder in task 1, step 2). Then reschedule the order again. To do so, use theprocessing parameters described in step 2 of this task. First reschedule theorder in a simulation. Analyze the result of the rescheduling.

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

5. Now post the rescheduling from step 4 of this task and check whether theMotorradmarkt order has actually been changed.



Solution 9: Backorder Processing andReschedulingTask 1:Analyze the initial situation for backorder processing and rescheduling.

1. An important and promising customer, Motorradmarkt Stuttgart, urgentlyrequires 100 pieces of twisted conductor cable. Enter the sales order.

Order Type ORSold-to Party T-S50B##PO Number ## Order 13Requested Delivery Date TodayMaterial T-AC6##Order Quantity 100

Analyze the result of the ATP check and save the unconfirmed order. Make anote of the document number.

_________________________________________________________

_________________________________________________________




_________________________________________________________


Order Type OR

Enter

Sold-to Party T-S50B##PO Number ## Order 13Requested Delivery Date TodayMaterial T-AC6##Order Quantity 100

Since the material is not available as required, the system remains inorder entry on the Availability Control screen. Neither a confirmationnor a delivery proposal can be issued for the required date. To analyzethe result of the ATP check, choose Goto→ Availability Overview.

The Availability Overview screen indicates that there is no cumulatedATP quantity in plant 1200 Dresden for the current date or in the future.The order therefore cannot be confirmed.

b) To save the order, on the Availability Overview screen, choose Goto→Back. On the Standard Order: Availability Overview screen, chooseEdit→ Continue. On the Create Standard Order: Overview screen,choose Sales Document→ Save.

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.

MRPElement

Docu-mentNumber

Require-mentDate

Issue/Re-ceipt

Con-firmed/Un-con-firmed

DeliveryPriority




a) Call the �Availability Overview� transaction:

SAP Easy Access menu: Logistics→ Sales and Distribution→ Sales→ Environment→ Availability Overview


MRP Element Doc-u-mentNum-ber

Re-ceipt/Re-quirementDate

Is-sue/Re-ceipt

Con-firmed/Un-confirmed

De-liv-eryPri-ority

Stock +500Sales order Today -100 Unconfirmed 1Releaseorder/stocktransport order

Plus 1month

-1000 Confirmed(500 onrequirementdate + 500after theplannedorder receipt)

2

Purchase order Plus 2months

+1000

Sales order Plus 2.5months

-500 confirmed 3

Hint: To determine the delivery priority of the documents, youcan branch directly to the documents from the availabilityoverview by choosing Environment→ Display MRP Element.The delivery priority for sales orders and stock transport ordersis shown at item level on the Shipping tab page.




Task 2:Manual Backorder Processing

1. You decide that the sales order for Motorradmarkt Stuttgart must be deliveredas 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 totalconfirmation of the release order must remain at 1000 pieces. You thereforeuse 100 pieces of T-AC6## that have been used/reserved for the sales orderwith delivery priority 3 to confirm the release requirement. Carry out therelevant (manual) backorder processing.

Hint: Do not save the backorder processing. You still need thisexample for the rescheduling task.

a) Logistics→ Sales and Distribution → Sales → Backorders→Backorder Processing→ Material


b) On the Backorder Processing: Overview screen, double-click thesecond schedule line of the release order. Reduce the committedquantity to 400 pieces. Choose Copy.

c) Now double-click the unconfirmed Motorradmarkt sales order withpriority 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 theCommitted field, enter 400 (pieces). Choose Copy.

e) Double-click the third schedule line of the release order. Increase theconfirmed quantity to 600 pieces. Choose Copy.

f)

Hint: Do not save the backorder processing. You still needthis example for the rescheduling task.

Backorder Processing→ Exit




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 Adoptionof 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 Rule1000 / 12 / 00


Document Type/Delivery Plant RuleUB / 1200

a) IMG: Sales and Distribution→ Basic Functions→ Availability Checkand Transfer of Requirements→ Availability Check→ AvailabilityCheck with ATP Logic or Against Planning→ Define Default Settings.

Rule for Transferring the Results of the Availability Check for SalesOrders:

Sales Area Rule1000 / 12 / 00 E

b) IMG: Materials Management→ Purchasing→ Purchase Order→ Setup Stock Transport Order→ Assign Delivery Type and Checking Rule


Document Type/Delivery Plant RuleUB / 1200 E

2. In the future, you want to process sales orders and stock transport orders thathave already been created on a daily basis. You therefore want to breach thefirst-come, first-served principle and distribute the ATP quantity on the basisof the delivery priority. Requirements with a high delivery priority shouldbe given preference during the ATP check. Sales orders and stock transportorders are to be processed in the same way. For material T-AC6## in plant1200, reschedule the order accordingly �online.� First reschedule the order ina simulation. Analyze the result of the rescheduling.




_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

a) Logistics→ Sales and Distribution → Sales → Backorders→Rescheduling→ Execute

Material T-AC6##Plant 1200Process Sales Documents SelectedProcess Stock Transfer Docs SelectedAt Item Level SelectedUnconfirmed DocumentsRequired

Not selected

Simulation SelectedDocument Category �Blank�Delivery Priority 1Date �Blank�Document Number �Blank�Document Item �Blank�

Program→ Execute




Docu-ment

Require-ment

Old Date OldQuantity

NewDate

NewQuantity

Stocktransportorder(priority2)

1000 Todayplus 1month


400

Todayplus 2months

500 Todayplus 2months

600

Order(initiallyenteredbutpriorityonly 3)

500 Todayplus 2.5months


400

Motor-radmarktStuttgartorder(priority1)

100 Today 0 Thisweek

100

The ATP quantity has been allocated by delivery priority.

3. Define a new rescheduling. Stock transport orders are no longer to beincluded in the rescheduling. Rescheduling must reallocate only ATPquantities 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 ofthe rescheduling.

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

a) Logistics→ Sales and Distribution→ Sales → Backorders→Rescheduling→ Execute




Material T-AC6##Plant 1200Process Sales Documents SelectedProcess Stock Transfer Docs Not selectedUnconfirmed DocumentsRequired

Not selected


Program→ Execute

Docu-ment

Require-ment


NewDate

NewQuantity

Order(initiallyenteredbutpriorityonly 3)



400


100 Today 0 Todayplus twomonths(after theorder isreceived)

100

The ATP quantity has been reallocated based on the delivery priority.The confirmation of the stock transport order remains unaffected. As aresult, only the ATP quantity of the planned receipt (purchase order)and the ATP quantity already used to confirm the order with deliverypriority 3 can be reallocated to the two sales orders.




4. Fix the confirmed quantities and dates for the order that already exists in thesystem with delivery priority 3 (you determined the document number of theorder in task 1, step 2). Then reschedule the order again. To do so, use theprocessing parameters described in step 2 of this task. First reschedule theorder in a simulation. Analyze the result of the rescheduling.

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________


Order: Order number from task 1, step 2

b) On the Create Standard Order: Overview screen, check the availabilityat ITEM level again.

On the Standard Order: Availability Control screen, select the FixQty/Date field. For example, choose �One-Time Delivery�. On the�Change Standard Order XXXXX: Overview� screen, choose SalesDocument→ Save to save your change.

c) Now carry out rescheduling:

Logistics→ Sales and Distribution→ Sales → Backorders→Rescheduling→ Execute


Not selected





Program→ Execute

Docu-ment

Require-ment


NewDate

NewQuantity

Stocktransportorder(priority2)



400

Todayplus 2months

500 No entryin log= NOchange

No entryin log= NOchange


100 Today 0 Thisweek

100

The order with the Fix Qty/Date indicator is no longer included in therescheduling. It retains its confirmations. The ATP quantity has beenredistributed between the stock transport order and the Motorradmarktorder on the basis of the delivery priority. The order has a higherdelivery priority and therefore is allocated the ATP quantity from thestock transport order. The stock transport order has been impaired.Instead of 1,000 pieces of T-AC6##, a total of only 900 pieces can nowbe confirmed for the stock transport order.




5. Now post the rescheduling from step 4 of this task and check whether theMotorradmarkt order has actually been changed.

a) Carry out rescheduling:

Logistics→ Sales and Distribution→ Sales → Backorders→Rescheduling→ Execute


Not selected

Simulation NOT selectedDocument Category �Blank�Delivery Priority 1Date �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 DeliveryDate / Delivery Date

Order Quantity Confirmed Quantity

Today 100 0Today + 3 days 0 100

After rescheduling, the order has a confirmed quantity and date.



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



Unit Summary SCM671

Unit SummaryYou should now be able to:� Explain the need for processing backorders and rescheduling� Describe the situations in which you use backorder processing and



Unit 5Appendix

Unit OverviewThis unit contains additional examples of the calculation logic for the cumulatedATP quantity.


� 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 ContentsLesson: Appendix.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .248


Unit 5: Appendix SCM671

Lesson: Appendix

Lesson OverviewThis lesson contains case studies for the ATP quantity calculation. It also containsadditional information about configuration for the scope of the check, collectiveorders in production, assembly processing, and subcontracting.


� 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 ExampleAs a member of the project team, you have to be able to reproduce the ATPquantity calculation in the SAP system. With the help of selected case studies, youlearn how to interpret the calculation logic. You also become more familiar withconfiguring the scope of the check. In addition, you learn about the availabilitycheck for collective orders in production, as part of assembly processing, andfor subcontracting.


SCM671 Lesson: Appendix

Calculating the ATP Quantity

Figure 63: Case Study: Initial Situation

The graphic shows the initial situation for the sample material in the availabilitycheck plant:

� The current plant stock is 100 pieces.

� Expected receipts include two purchase orders: 50 pieces in 4 weeks and60 pieces in 8 weeks.

� Requirements that are already scheduled and that have to be taken intoaccount include three sales orders of 100, 40, and 50 pieces in 2, 6, and 10weeks respectively.

Using this as a basis, we will create an additional order of 10 or 20 pieces of thematerial in the following four case studies. Depending on the required deliverydate and the material availability date, various confirmation statuses will arise.



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 5weeks so that the required delivery date can be met.

The question is whether the required 10 pieces can be provided in 5 weeks basedon the current stock situation and the planned issues and receipts.



Figure 65: Result for Case 1: Confirmation on Required Delivery Date

The availability check shows that the system can confirm the 10 pieces for therequested 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.



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 orderhas been received.

Based on the materials availability date, the system uses delivery scheduling(forward scheduling) to calculate the confirmation date for the delivery of 20pieces.



Figure 68: 3. Case 3: Partial Deliveries

If the customer agrees, the required order quantity can be divided into severalpartial 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 thedelivery quantities into partial deliveries, if necessary.

The new sales order with a requirements quantity of 20 pieces is entered; therequired delivery date is in three weeks.

When can the material be provided for partial deliveries and in what quantity?



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 quantitycan be split up.

You can confirm the 20 units for two later dates, each with 10 units.



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 thereplenishment lead time by the latest. The replenishment lead time is an empiricalvalue that can be entered in the material master and indicates the time usuallyrequired 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 canprovide 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 dateon which the last purchase order for 60 pieces arrives (receipt).



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 checkscope for the ATP check for each document in the process chain or along theentire business process. However, you must understand the implications this hasfor the ATP check!





Collective Orders

Figure 74: Collective Orders in Production

Collective orders are the only way in which you can manage production orders onmultiple levels. This is integrated in all components (SD, MM, and so on) of theSAP ECC system. For each BOM component whose material master contains thespecial procurement key 52, a separate suborder is created automatically (special



procurement type: direct production). The special procurement key of the materialmaster can be overridden using the explosion type field in the BOM item. Allorders in the collective order have the same order type. Production versions aretransferred from the leading order to the suborders. The lot size indicator (inthe material master) is not taken into account when you open individual orders.Individual orders can be added or deleted. Each component in an order (whetheror not it has special procurement key 52) can be made operational for an order.Other useful special procurement types (such as �production in an alternativeplant�) can be combined with direct production (collective order).

Figure 75: Collective Orders � Advantages



Figure 76: Collective Orders � Availability Check

All orders in the network or subnetwork are always checked during the availabilitycheck. The missing parts overview lists all missing parts. You can make changesto the missing parts. The list is saved with the status of the last check. The missingparts list contains all missing parts and components that cannot be checked. Thislist is not saved.



Assembly Processing

Figure 77: Assembly Processing

The individual components for the final product have already been producedfor make-to-order production with assembly production. You then only need toassemble the components according to the customer�s wishes. This means youneed just a one-level bill of material explosion and you do not need to generatedependent requirements. This means that you do not need a planning run at thispoint for make-to-order production with assembly processing. You can create aproduction order directly from the sales order. When you do so, the availability ofthe production order components is checked. The system returns the confirmedquantity and delivery date from the production order to the schedule lines in thesales order. Any changes made to the confirmed schedule lines or the deliverydate are immediately visible in the sales order and/or in the production order.



Subcontracting

Figure 78: Subcontracting

With subcontracting, your vendor (subcontractor) receives with components fromwhich a product is manufactured. The end product is requested by your companythrough a purchase order. The components required by, and subsequently providedto, the subcontractor to manufacture the ordered product are listed in the purchaseorder. Materials can be provided in an LE delivery. The components can bedetermined by the system through a bill of material.

You order the finished product in a subcontract order. The components that thevendor receives to manufacture the finished product are listed in the purchaseorder. To create this, you can use a BOM, which can also contain other componentsthat the vendor provides. From the component overview of the purchase order,you can check the availability of components for the requirement date by choosingComponent List→ Component Availabil.

The components are then delivered to the vendor and managed as part ofvendor-based special stock O (= stock of material provided to vendor). The vendormay receive these components from you or from another business partner. If youdispatch the components to the subcontractor from your company, you can usethe shipping activities. The vendor provides the agreed service and delivers theordered material (the finished product). The consumption of the components is



automatically posted with the goods receipt posting. If the vendor informs youthat fewer or more components were consumed than planned after you have postedthe goods receipt, you have to change the stock (subsequent adjustment).

The vendor provides an invoice for the services rendered and this is checkedin invoice verification.



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


Unit Summary SCM671

Unit SummaryYou 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


SCM671 Course Summary

Course SummaryYou should now be able to:


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


Course Summary SCM671


FeedbackSAP AG has made every effort in the preparation of this course to ensure theaccuracy and completeness of the materials. If you have any corrections orsuggestions for improvement, please record them in the appropriate place in thecourse evaluation.
