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Table of Contents
Important Points: .....................................................................................................................................................9
Global Available To Promise (GATP) Overview .......................................................................................................11
Introduction: Global Available To Promise .............................................................................................................11
GATP Methods can be classified into three areas: ..................................................................................................11
Product Check.........................................................................................................................................................11
Product Allocation Check (PAL)...............................................................................................................................11
Check against Forecast ...........................................................................................................................................11
Rules-Based ATP .....................................................................................................................................................11
Capable-to-Promise (CTP) .......................................................................................................................................12
Multilevel ATP ........................................................................................................................................................12
CTP and ML-ATP .....................................................................................................................................................12
Transportation and Shipment scheduling ...............................................................................................................12
Backorder Processing..............................................................................................................................................12
Integration..............................................................................................................................................................13
Calling the ATP check from SAP APO ......................................................................................................................13
Calling the ATP check from SAP R/3........................................................................................................................13
gATP Configuration Settings in ECC:........................................................................................................................14
Availability Check and Transfer Requirements .......................................................................................................14
Checking Groups: ....................................................................................................................................................14
Define Checking Groups..........................................................................................................................................14
Checking Group for Availability Check .....................................................................................................................17
Definition: materials planning .................................................................................................................................17
Definition: Sales & Operations Planning...................................................................................................................17
Use 1: Availability Checking and Materials Planning.................................................................................................17
Definition: replenishment lead time ........................................................................................................................18
Use 2: Flexible Planning ...........................................................................................................................................18
Total sales order requirements ................................................................................................................................18
Use..........................................................................................................................................................................18
Definition: summarized requirements .....................................................................................................................18
Total delivery requirements ....................................................................................................................................18
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Use..........................................................................................................................................................................19
Material block in availability check with transfer of qties .........................................................................................19
Procedure ...............................................................................................................................................................19
Example ..................................................................................................................................................................19
No availability check ................................................................................................................................................19
Dependencies .........................................................................................................................................................19
Availability check with cumulative, confirmed quantities .........................................................................................20
Example ..................................................................................................................................................................20
Recommendation ....................................................................................................................................................21
Use..........................................................................................................................................................................21
Availability with cum. quantities: Response to shortfall ...........................................................................................21
Use..........................................................................................................................................................................21
Dependencies .........................................................................................................................................................22
Indicator for relevance during check against planning .............................................................................................22
Availability Check and Transfer Requirements .......................................................................................................23
Material Block For Other Users:..............................................................................................................................23
Define Material Block For Other Users.....................................................................................................................23
Definition: material master record ..........................................................................................................................23
Initiator of the availability check..............................................................................................................................25
Use..........................................................................................................................................................................25
Block indicator for availability and requirements .....................................................................................................25
Procedure ...............................................................................................................................................................25
Availability Check and Transfer Requirements .......................................................................................................25
Checking Group for Default Value: .........................................................................................................................25
Define Checking Groups Default Value ....................................................................................................................26
Availability Check and Transfer Requirements .......................................................................................................27
Carry out Control for Availability Check:.................................................................................................................27
Carry Out Control For Availability Check ..................................................................................................................28
Checking Group for Availability Check .....................................................................................................................30
Use 1: Availability Checking and Materials Planning.................................................................................................30
Use 2: Flexible Planning ...........................................................................................................................................30
Checking Rule for Availability Check ........................................................................................................................30
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Use 1: Availability Checking .....................................................................................................................................31


Use 2: Flexible Planning ...........................................................................................................................................31
Availability Check and Transfer Requirements .......................................................................................................32
Procedure by Requirement Class: ...........................................................................................................................32
Define Procedure By Requirements Class ...............................................................................................................33
Requirements class .................................................................................................................................................34
SD availability check ................................................................................................................................................34
Transfer of requirements / Begin assembly order from SD.......................................................................................34
Example ..................................................................................................................................................................35
Allocation Indicator .................................................................................................................................................35
Product allocation active .........................................................................................................................................35
ICON Availability Check ...........................................................................................................................................36
Availability Check and Transfer Requirements .......................................................................................................36
Procedure For Each Schedule Line Category: ..........................................................................................................36
Define Procedure For Each Schedule Line Category .................................................................................................37
Schedule line category ............................................................................................................................................38
Use..........................................................................................................................................................................38
Availability check for sales .......................................................................................................................................38
Example ..................................................................................................................................................................38
Transfer of requirements / Begin assembly order from SD.......................................................................................38
Example ..................................................................................................................................................................39
Product allocation active .........................................................................................................................................39
Availability Check and Transfer Requirements .......................................................................................................39
Procedure For Each Delivery Item Category:...........................................................................................................39
Determine Procedure For Each Delivery Item Category ...........................................................................................40
Delivery item category ............................................................................................................................................40
Use..........................................................................................................................................................................40
Example ..................................................................................................................................................................40
Procedure ...............................................................................................................................................................40
Switch off availability check for delivery item ..........................................................................................................41
Availability Check and Transfer Requirements .......................................................................................................41
Checking Rule for Updating Back Orders: ...............................................................................................................41
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Checking Rule For Updating Backorders ..................................................................................................................41


Availability Check and Transfer Requirements .......................................................................................................43
Default Settings: .....................................................................................................................................................43
Define Default Settings ............................................................................................................................................43
Availability Check and Transfer Requirements .......................................................................................................44
Define Business Transaction: ..................................................................................................................................44
Define business transaction .....................................................................................................................................45
ATP: Business Transaction for ATP ...........................................................................................................................45
Use..........................................................................................................................................................................46
Availability Check and Transfer Requirements .......................................................................................................46
Assign Business Transaction to Sales Order Type: ..................................................................................................46
Assign business transaction to sales order type .......................................................................................................46
Sales document block ..............................................................................................................................................47
Use..........................................................................................................................................................................47
Procedure ...............................................................................................................................................................47
Process Order / Operations / Availability Check / Checking Group ........................................................................48
Checking Group: .....................................................................................................................................................48
Define Checking Group ...........................................................................................................................................48
Process Order / Operations / Availability Check / Checking Rule ...........................................................................49
Checking Rule: ........................................................................................................................................................49
Define Checking Rule ..............................................................................................................................................50
Process Order / Operations / Availability Check / Scope of Check..........................................................................51
Scope of Check:.......................................................................................................................................................51
Define Scope of Check ............................................................................................................................................52
Process Order / Operations / Availability Check / Checking Control.......................................................................52
Checking Control:....................................................................................................................................................52
Business function (for availability check) .................................................................................................................53
Process Order / Operations / Availability Check / Checking Rule for Back Order Processing ..................................53
Checking Rule for Backorder Processing: ................................................................................................................53
Define Checking Rule for Backorder Processing .......................................................................................................54
gATP Configuration Settings in APO:.......................................................................................................................56
Global Available to Promise (Global ATP) ...............................................................................................................56
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Maintain Global Setting for Availability Check: ......................................................................................................56


Maintain Global Settings for Availability Check ........................................................................................................56
Import Customizing .................................................................................................................................................57
Use..........................................................................................................................................................................57
ATP: Accept Schedule Lines According to Time .......................................................................................................57
Use .........................................................................................................................................................................57
Dependencies .........................................................................................................................................................57
Example ..................................................................................................................................................................57
Should Pegging Information be transferred to SAP R/3? ..........................................................................................58
Lifetime of Cross-System Correction Requirements .................................................................................................58
Bucket Limit for Issue Elements ...............................................................................................................................58

...............................................................................................................................................................................58
Use..........................................................................................................................................................................58
Dependencies .........................................................................................................................................................59
Shift Receipt Bucket ................................................................................................................................................59

...............................................................................................................................................................................59
Use..........................................................................................................................................................................59
Note ........................................................................................................................................................................59
Dependencies .........................................................................................................................................................59
Example ..................................................................................................................................................................59
Local Time Zones .....................................................................................................................................................59

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...............................................................................................................................................................................59
Use..........................................................................................................................................................................59
Dependencies .........................................................................................................................................................59
Example ..................................................................................................................................................................60
Number of Buckets Per Day .....................................................................................................................................60

...............................................................................................................................................................................60
Use..........................................................................................................................................................................60
Dependencies .........................................................................................................................................................60
Example ..................................................................................................................................................................60
Distribution Key Active in Time Series......................................................................................................................60

...............................................................................................................................................................................60
Use..........................................................................................................................................................................60
Dependencies .........................................................................................................................................................61
Value Assignment of Bucket Limits in Product Availability .......................................................................................61
Use..........................................................................................................................................................................61
Dependencies .........................................................................................................................................................61
See also ...................................................................................................................................................................61
Global Available to Promise (Global ATP) ...............................................................................................................62
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Rule Based Availability Check: ................................................................................................................................62


Define Condition Table ............................................................................................................................................62
Name of the condition field .....................................................................................................................................63
Use..........................................................................................................................................................................63
Example ..................................................................................................................................................................63
Condition Table .......................................................................................................................................................64
Definition ................................................................................................................................................................64
Use..........................................................................................................................................................................64
Procedure ...............................................................................................................................................................64
Global Available to Promise (Global ATP) ...............................................................................................................65
Maintain Access Sequences: ...................................................................................................................................65
Maintain Access Sequences .....................................................................................................................................65
Global Available to Promise (Global ATP) ...............................................................................................................67
Maintain Condition Type: .......................................................................................................................................67
Maintain Condition Type .........................................................................................................................................68
Global Available to Promise (Global ATP) ...............................................................................................................68
Maintain Rule Strategy: ..........................................................................................................................................68
Maintain Rule Strategy ............................................................................................................................................69
Rule Strategy Defines Number of Substitutions .......................................................................................................69
Use..........................................................................................................................................................................69
Global Available to Promise (Global ATP) ...............................................................................................................70
Maintain Rule Strategy: ..........................................................................................................................................70
Assign Rule Strategy or Rule Strategy Sequence ......................................................................................................70
Definition: technical scenario ..................................................................................................................................70
Definition: business transaction...............................................................................................................................71
Definition: action type .............................................................................................................................................71
Rules-based ATP: Calculation Profile........................................................................................................................72
Definition ................................................................................................................................................................72
Note ........................................................................................................................................................................72
Dependencies .........................................................................................................................................................72
Preselection of Suitable Substitutions......................................................................................................................72
Use..........................................................................................................................................................................72
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Dependencies .........................................................................................................................................................72
Global Available to Promise (Global ATP) ...............................................................................................................73
Back Order Processing: ...........................................................................................................................................73
Maintain Filter Type ................................................................................................................................................73
Global Available to Promise (Global ATP) ...............................................................................................................75
Back Order Processing: ...........................................................................................................................................75
Define Sort Profile ...................................................................................................................................................75
Global Available to Promise (Global ATP) ...............................................................................................................76
Back Order Processing: ...........................................................................................................................................76
Parallelizing Backorder Processing ...........................................................................................................................77
Global Available to Promise (Global ATP) Questionnaire: ......................................................................................81

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Important Points:
1. During implementation, ECC ATP configuration needs to be transferred once through CIF and in APO gATP global setting
configuration setting, Import Customization allowed indicator needs to be activated. After implementation, both CIF and
APO gATP global setting configuration setting, Import Customization needs to be deactivated. Manually, APO configuration
needs to be updated for any changes in ECC ATP configuration.
2. Minimum bucket period for gATP is 1 day.
3. Temporary quantity assignment (TQA) indicator if you want to make it possible for several users to check the same planning
object simultaneously and nevertheless obtain consistent results from the availability check (It should be available in gATP
global setting configuration (Table - /SAPAPO/ATP00)).
4. Terminology APO Vs ECC:
a. Business Event Checking Rule (A,BO, PP, Etc.)
b. Check Mode Requirement Class (030, 010, etc.)
c. ATP Group - Availability Check (01, 02, etc)
5. Transaction code for CIF in ECC is CFC9
6. Check instruction is updated with combination of check mode and business event. Check instruction control is for the
sequences to check Product availability check, product allocation check and forecast check. Activate RBA indicator is also an
important parameters.
7. Production type and rounding procedure is the important parameters of check mode. Assignment mode field does not have
impact in gATP.
8. In case of in-house production, ATP horizon is the total replenish lead time, and for external procured material ATP Horizon
= Planed Delivery Time + GR Processing Time + PR creation date for plant from ECC configuration
9. Planning horizon calendar needs to be created manually in APO.
10. ATP categories represents the MRP element (Like, PO, PR, SO, etc.)
11. Allocation procedure can be transferred from ECC material master (Basic Data Views) at global level.
12. Product allocation group is grouping of catalogs (Characteristics) for condition record (access sequences)
13. Allocation procedure needs to be assigned manually in APO at location level.
14. KONOB is field catalog for product allocation object
15. Wild card is used to determine the product allocation of non-specified CVC
16. Product allocations are saved per object for a characteristics combination in the product allocation group. Production
allocation object is the key field for product allocation record
17. Rule based ATP check is used for:
a. Product Substitution
b. Location Substitution
c. PPM (PV) Substitution
18. Business event (Availability Check) and Check Mode (Requirement Class) can be maintained in location substituted activity.
19. Business transaction creation and assignment with SO document type in ECC is required for Rule Based ATP.
20. Characteristics data type should be matched with ECC data element. E.g. customer number should be maintained with leading
zeros same as ECC.
21. Calculation profile is used to control early / delay delivery and is assigned with rule
22. Manufacturing location and distribution center location are added in filter of BOP
23. Design steps for BOP:
a. Design filter
b. Design sort profile
c. Define variant with filter and sort profile
d. Define variant for BO processing job

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24. Sales order scheduling considers below dates:


a. Delivery date
b. Goods issue date
c. Loading date
d. Material availability date
e. Transportation planning date
25. Sales order scheduling considers below times:
a. Transportation time
b. Goods issue time
c. Loading time
d. Material staging (Pick & Pack) time
e. Transportation planning time
26. Shipping calendar should be assigned with location
27. Planning calendar is created in APO by assaying ECC factory calendar
28. Scheduling procedure is standard and new scheduling procedure cant be created. Only, we need to assign condition table to
access sequences to scheduling procedure.

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Global Available To Promise (GATP) Overview


Introduction: Global Available To Promise
(GATP) in APO supports online searches to determine if requested products are available at specific times in quantities that satisfy
customer demand. GATP processes are run via SAP live Cache, which processes large volumes of data and enables data sharing across
several applications. GATP meets the challenge of providing availability information across a global enterprise. The concept of available
to promise (ATP) used in Sales and Distribution (SD) module in SAP R/3 provides check capabilities that deliver results for basic business
scenarios. More complex scenarios, however, require more robust capabilities to make delivery commitments that are in line with the
real-world demands. In short, global scenarios require global solutions. Global ATP or GATP takes advantage of SAP APO
technology and picks up where the SAP R/3 ATP solution leaves off.
Following are the functionalities using GATP allows you to answer questions related to promising products to your customers. GATP
quickly makes information available to provide real-time optimized decision support. It offers the functionality to perform availability
checks which consist of online searches that determine if requested products are available at requested times in the quantities that
satisfy customer demand. GATP can be used for Sales Order, Scheduling Agreement, Delivery, stock transfer orders and production
orders (for their input components).
GATP Methods can be classified into three areas:
1. Basic methods and their combination (product check, product allocation, and check against forecast)
2. Rules-based ATP (RBA)
3. ATP integrated with production
4. You can combine several GATP methods to provide more advanced capabilities.
Product Check
A basic product availability check generates positive results if the so-called ATP quantity for a product is available on the requested
delivery date. If it is not available, a new delayed delivery date is proposed. The ATP quantity referenced during the product availability
check is based on categories defined in Scope of Check.
Product Allocation Check (PAL)
The second basic method is product allocation (PAL). Using information in the DP module, PAL lets you know your availability to
promise when sales orders compete for quantities in a constrained supply chain. New products, production downtimes, and other
factors lead to fluctuating demands, which can affect product supply. For these situations, PAL provides a tool to ensure a better
distribution of the total amount when a company cannot deliver the full available quantity to a customer.
Check against Forecast
The last method on the list is a check against forecast. It provides a check method that is especially important in make-to-order
environments, where inventory is not available to confirm the quantity ordered by the customers. In this case, the quantity
confirmation is performed against the forecast. Like PAL, this functionality is integrated with the DP module.
Rules-Based ATP
An ordinary ATP check is restricted to the requested location product and checks only the according time series. Using rules-based
ATP it is possible to substitute both the location and the product. In branched supply chain networks, rules-based ATP allows
companies to take full advantage of multiple shipping assets to ship goods from alternative sites to customers. In addition, it permits
certain products to be substituted as required to successfully satisfy customer demands. RBA is beneficial for Distributors, consumer
product goods Industries

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Capable-to-Promise (CTP)
CTP technology taps into SAP APO Production Planning and Detailed Scheduling (PP/DS) functionality. CTP triggers an online check
when a sales order is created. If the supply cannot cover the new demand, the PP/DS functionality is called on as a part of the ATP
check. Product Master- PP/DS Tab - PP Plng Procedure determines the action in CTP. Example - Cover Dependent Requirements
Immediately
option
is
selected,
a
product
heuristic
for
a
specific
product is called immediately when a sales order is created or changed. In general, the PP planning procedure determines the actions
to be executed after a planning event like - sales order creation, goods movement, planned order change, etc. CTP is beneficial for
Steel manufacturers, paper, chemical Industries. Please refer SAP Note#426563 for additional information.
Multilevel ATP
The basic idea of the multi-level ATP is to confirm a customer request if the components for the product are available in time (i.e.
taking the lead-time to produce the finished product into account). Basically, multilevel ATP explodes a bill of material (BOM) for the
assembled product, then checks the availability of each item at the component level. A multilevel ATP check determines the availability
of each component required by the finished good. A big difference between this check and CTP is data is stored in the ATP tree. It's a
new object that prevents the creation of the receipt elements generated by CTP.
It is especially helpful for business scenarios that require products to be configured for individual customers (assemble-to-order
scenarios). If component availability is the critical factor for your planning, multilevel ATP is the best option. Because CTP focuses on
detailed scheduling strategies, it is the best choice when bottlenecks are the critical factor. SAP note 480292, Multilevel ATP
documentation also provides helpful information about the functionality.
CTP and ML-ATP
In a make-to-order environment there are no receipts per definition. The idea of an ATP check is therefore not to check whether there
are receipts for the requested product but whether there is enough available capacity to produce the product and/or whether the
required components are available. This can also be done using third option - ATP check against allocations, where the allocations
represent an aggregated capacity.
Transportation and Shipment scheduling
The transportation and shipment scheduling is an integral part of the availability check in APO, and calculates the time difference
between the requested delivery date at the customer site and the required material availability date at the factory. In between the
requested delivery date and the material availability date the goods issue date, the loading date and the transportation planning date
are scheduled. The scheduling starts from the requested delivery date and time. The requested delivery date is meant as the date
when the material has to arrive at the customer site. This is the date which is entered in the sales order.
Backorder Processing
The basic idea of backorder processing is to carry out a new ATP check for a set of order items. This way backorder processing can also
be used to distribute quantities in case of shortage (resp. lateness) according to priorities. Backorder processing is usually performed
in the background, but interactive backorder processing is also possible. Basically, BOP consists of three steps: Filter the treated
elements, sort those sales documents, and schedule them.

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Integration
Calling the ATP check from SAP APO
Function

Required Component

Capable-to-Promise (CTP)
Multilevel ATP check
ATP Check in the Order

Production and Detailed Scheduling (PP/DS)

Backorder processing in Vehicle Scheduling

Transportation Planning/Vehicle Scheduling (TP/VS)

Calling the ATP check from SAP R/3


Component
Sales and Distribution Processing (SD-SLS)

Planned Order Processing (PP-MRP)

Further Information
Availability Check and Requirements

Availability Check According to ATP Logic


Availability Check for the Components in the Planned Order

Production Order Processing (PP-SFC)


Purchasing (MM-PUR)
Demand Management (PP-MP-DEM)
Inventory Management (MM-IM)

Availability Check for Materials


Purchasing (MM-PUR)
Availability Check
Availability Check
Material Availability Check

Batch Management (LO-BM)

Batches in Sales Processing

Calling the ATP check from other components using the BAPI Apo Atp Check (execution of an ATP check); business object BUS10400
Component
SAP Customer Relationship Management (SAP CRM)

Further Information
Availability Check

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gATP Configuration Settings in ECC:

Availability Check and Transfer Requirements


Checking Groups:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Availability
Check with ATP Logic or Against Planning -> Define Checking groups

Define Checking Groups


In this IMG section you define checking groups with which you specify the type of requirements records the system is to create when
processing sales orders or deliveries. Sales order requirements and delivery requirements can be controlled separately.
You can create the following requirements records:

Individual requirements records


In individual requirements records, a requirement is created for each SD document. The respective entry in the stock/
requirements overview identifies the order quantity and the document which gave rise to the requirement.

Summarized requirements records


Summarized requirements records group together or update several requirements under certain conditions in the material
master record (plant, date, procedure, requirement class). There are two types of summarized requirements records:
o Summarized requirements records for each day
o Summarized requirements records for each week
Monday of the current week or Monday of the following week is regarded as a requirement date.

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Availability check taking cumulated confirmed quantity into account


If confirmed quantities are not cumulated, the following problem may occur:
Starting from the delivery date of the sales order and working backwards, the system checks whether ATP quantities exist. If such
quantities do exist, the new sales order will reduce these ATP quantities. Here, sales orders can only reduce the ATP quantities if they
lie before the delivery date.
In this logic, the system does not take the confirmed quantity of sales orders that have already been created into account. If, in the
past, receipts were either moved forward or backward and/or they were reduced, it is possible that the ATP quantity of the re ceipt
that lies directly before a sales order which has already been confirmed is no longer sufficient to cover the requirement.
The following example should clarify this point:
MRP elemt Recpt/Reqmt ATP qty Cumul. ATPqty Confirmed qty
Stock

100

SALES ORD 1 -200

-100

-100

-200

PLND ORD

100

100

SALES ORD 2 -100

In this example, the first sales order was completely confirmed when the planned order lay before sales order 1 on the time axis. Then,
the planned order was rescheduled out so that it now lies after the delivery date of sales order 1 on the time axis. For the new sales
order 2, the ATP check comes up with an ATP quantity of 100 as the rescheduled planned order is now completely available again and
according to the ATP logic, sales order 1 cannot be covered by this receipt.
In this particular example, the confirmation situation is no longer up-to-date as the planned order has been rescheduled. Therefore,
the sum of all the confirmed quantities exceeds the sum of all receipts.
To solve this problem, you have the following options:
carry out the planning run
reschedule
carry out backorder processing
With the cumulation of quantities, you can avoid such inconsistencies asyou can control exactly how the system is to carry ou t the
check:
Availability check taking cumulated confirmed quantity into account
When creating/changing a new sales order, the system includes all the quantities confirmed to date when calculating the cumulated
ATP quantity. This means that the new sales orders can only be confirmed if the sum of the receipts exceeds the sum of the confirmed
quantities.
Availability check taking cumulated requirements quantities into account
When creating/changing a new sales order, the system includes the sum of all open requirements quantities when calculating the
cumulated ATP quantity. This means that new sales orders can only be confirmed if the sum of the receipts exceeds the sum of the
requirements quantities.
You can make the following settings for this new ATP checking logic when creating/changing a sales order:
cumulate the confirmed quantities when creating and changing
cumulate the requirements quantity when creating, no cumulation when only making changes
cumulate the requirements quantity when creating and cumulate the confirmed quantity when making changes
no cumulation (old checking logic)

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Determining the checking group


The checking group is determined depending on the material type and plant and is proposed in the material master record. The section
"Define the checking group for each material type" describes how to allocate checking group to material type and plant. Together
with the checking rule, the checking group determines the scope of the availability check.
Note
For procedures relevant to requirements which lead to special stock (e.g. make-to-order production), the system automatically creates
individual requirements records, even if the configuration was set in the material master record or via the checking group for
summarized requirements records.
Warning
You can use either summarized requirements or individual requirements for each checking group. Changing the method of summing
up requirements results in a change in the information contained in the record. When you change from individual to summarized
requirements, you lose the assignment to sales orders, for example.
Actions
1. Check to what extent you can use the configurations set for the checking groups in the standard version of the SAP System.
2. Enter the method of summing up for each checking group when creating a sales order document or a delivery.
3. If necessary, activate the cumulation of confirmed quantities.

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Checking Group for Availability Check


This field has two uses:

1. Specifies whether and how the system checks availability and generates requirements for materials planning.
Definition: materials planning
Material Requirements Planning (PP-MRP)
A generic term for the activities involved in creating a master production schedule or an external procurement plan for all the materials
in a plant or company.
Materials planning is also referred to as material requirements planning.
Return->
Definition: Materials planning
2.

In Flexible Planning, defines - together with the checking rule - the different MRP elements that make up this key
figure. The sum of these elements gives the key figure.
Definition: Sales & Operations Planning
Sales and Operations Planning (PP-SOP)
A forecasting and planning tool for setting targets for sales, production, and other supply chains based on historical, curre nt, or
estimated data.
Resource planning can be performed to determine work center capacities and other resources required to meet targets.
SOP supports high-level planning of complex planning hierarchies and detailed planning of finished products. A top-down or a bottomup approach to planning is possible. The system can be configured so that target values set at one organizational level are distributed
(aggregated and disaggregated) automatically to all other organizational levels in the hierarchy, for example, to all distribution
channels, materials, and plants in a sales organization, or so that each level is planned separately.
Sales & Operations Planning includes: standard SOP and flexible planning. Standard SOP comes preconfigured with the system. Flexible
planning offers options for customized configuration. Planning in standard SOP is based on product group hierarchies and is performed
level by level. Flexible planning is performed on hierarchies containing chosen organizational levels, for example, sales organization,
distribution channel, material, and plant. In flexible planning, users can define the content and layout of planning screens.
The component can run in a distributed environment using Application Link Enabling (ALE).
Return->
Definition: Sales_&_Operations Planning
Use 1: Availability Checking and Materials Planning
Use
The value you enter for use 1 (see above) is a default value which defines:
Which MRP elements (for example, purchase orders, reservations) the system includes in the availability check
Whether the system checks availability only until the end of the replenishment lead time or whether it checks availability
over the entire period for which MRP elements exist
Whether the system generates individual requirements or summarized requirements if you enter sales orders or deliveries
for the material

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Definition: replenishment lead time


Material Requirements Planning (PP-MRP)
The total time for the in-house production or for the external procurement of a product.
In in-house production, the replenishment lead time is determined to cover all BOM levels.
SCM-Supply Chain Planning and Control (SRD-SCM-SCP)
The amount of time between deciding to reorder a product and when it is back in stock and ready to use.
Return ->
Definition: Replenishment_lead_time
Use 2: Flexible Planning
Dependencies
If you use this field to define the MRP elements of a key figure for Flexible Planning, you must also select Document KF in the
Customizing parameters of the information structure.
Total sales order requirements
Specifies the kind of requirements that the system automatically generates during sales order processing.

Use
You can specify either
Individual requirements
Summarized requirements
If you specify summarized requirements, you can further specify whether the requirements are totaled daily or weekly.
Definition: summarized requirements
Sales and Distribution (SD)
Material requirements in a plant that have been summarized over a specified period and transferred as a total to materials planning
(MRP).
The system creates a line in the requirements/stock overview for each total of summarized requirements. This can be, for example,
the total requirements for one day or one week.
The system summarizes according to the following criteria:
Plant
Date
Transaction
Requirement type and planning type
Return->
Definition: Summarized requirements
Total delivery requirements
Specifies the kind of requirements that the system automatically generates during delivery processing.

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Use
You can specify either
Individual requirements
Summarized requirements
If you specify summarized requirements, you can further specify whether the requirements are totalled daily or weekly.
Material block in availability check with transfer of qties
Block on the material which is only in place during the availability check.

Procedure
Set this block if you want several users to be able to process the material simultaneously in different transactions without blocking
each other.
Example
You create an order for Material 1. As specified in the settings, material 1 is blocked during the availability check. The quantity reserved
for this transaction is recorded in the blocking table. Any other user processing the material at that time receives this information.
This complements the information gained from the availability check and gives a more accurate picture of the current availability
situation.
After the availability check has been completed, the block is removed.

No availability check
This indicator switches off the availability check according to ATP logic for the checking group concerned.

Dependencies
If this indicator is selected, the settings for the indicator, "Availability check with cumulated, committed quantities" and "Availability
with cumulated quantities: reaction to missing quantity" are not relevant for this checking group.

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Availability check with cumulative, confirmed quantities


The following problem may occur if committed quantities are not cumulated:

Starting from the delivery date of the sales order and looking in the past, the system checks to see whether ATP quantities exist. If it
actually finds an ATP quantity, it is reduced by the new sales order. Sales orders can only reduce ATP quantities whose date lies before
the delivery date.

In this logic, the system does not take the committed quantity of already created sales orders into account. If receipts are displaced
and/or reduced in the past, it is possible that the ATP quantity of the receipt that lies before a sales order is now too small to cover
this sales order quantity although it has already been completely confirmed.
Example
The following example should explain this situation:
Situation 1
MRPelemt Recpt/Reqmt

ATP qty Cum. ATP qty

Stock

100 0

PlOrd

100 0

-100

SalesOrd

-200 -

Committed
qty

-200

Situation 2
MRPelemt Recpt/Reqmt

ATP qty Cum.ATP qty Committed qty

Stock

100 0

SalesO1

-200 -100

-100

-200

PlOrd

100 0

SalesO2

-100 -

100

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In situation 1, the first sales order is completely confirmed when the planned order lay before sales order 1 on the time axis. In situation
2, the planned order has been moved on the time axis so that it now lies after the delivery date of the sales order 1. For the new sales
order 2, an ATP quantity of 100 exists as the moved planned order is now completely available again as according to ATP logic it can
no longer be used to cover sales order 1.
In this example, a inconsistency occurs with the confirmations as the planned order has been moved - the sum of the confirmed
quantities exceeds the sum of all receipts.
To correct this inconsistency, you have the following options:
carry out the planning run
carry out rescheduling
backorder processing
Availability checking taking cumulated confirmed quantities into account
The function, "checking taking cumulated confirmed quantities into account" should avoid such inconsistencies as you can set how
the check is to be carried out when creating or changing sales orders:
Check taking cumulated confirmed quantities into account
In the availability check in the sales order, the system takes the sum of all previously confirmed quantities into account when
calculating the cumulated ATP quantity. This means that new sales orders can only be confirmed if the sum of all receipts
exceeds the sum of the confirmed quantities.
Check taking cumulated requirements quantities into account
In the availability check in the sales order, the system takes the sum of all open requirements quantities to date into account
when calculating the cumulated ATP quantity. This means that new sales orders can only be confirmed if the sum of all
receipts exceeds the sum of all requirements quantities.
With these new ATP checking procedures, you have the following setting options when creating /changing a sales order:
Cumulation of the confirmed quantities when creating and changing.
Cumulation of the requirement quantity when creating, no cumulation when changing.
Cumulation of the requirement quatity when creating, cumulation of the confirmed quantity when changing.
No cumulation (old checking logic).
Recommendation
You are recommended to work with the cumulation of the requirement quantities when creating sales orders.
You are recommended to work with the cumulation of the confirmed quantities when changing sales orders.
Use
The setting that you make here is valid in
Sales order processing
Production order processing for order reservations
Availability with cum. quantities: Response to shortfall
This indicator controls whether an output is issued when there is a material shortage.

Use
The following entries are possible:
Even when there is a shortage, no output is issued.
When there is a shortage, output is issued with the information that the total of inward goods movement is less than the
confirmed/required quantity.

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Dependencies
This indicator for controlling issue of output can only be used if you are processing using cumulation of confirmed quantities or of
required quantities.
Indicator for relevance during check against planning
The indicator specifies in which cases the availability of a material must be checked against planning (planned independent
requirements) within the framework of a component availability check.

The possible settings are:

Do not check, the component is not checked against planning.


Always check, the component is always checked against planning.
Check, only if dummy, the component is only checked against planning if it is a dummy component.

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Availability Check and Transfer Requirements


Material Block For Other Users:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Availability
Check with ATP Logic or Against Planning -> Define Material Block for Other Users

Define Material Block For Other Users


In this IMG activity you define for each checking group and initiator whether the material master record should be blocked for other
orders during the availability check. If it is blocked, you cannot create two orders for the same material at the same time.
Using the Initiator field you can define the block separately for sales and shipping.
Example
A block may, for example, be necessary if the material stock is low. In theory, if the material were not blocked during the availability
check, two orders could be confirmed with the result that the quantity available is not sufficient for both orders.
Note
You cannot yet change the values for the field "Initiator of the availability check" (sales order, delivery note) in the configuration menu.
Actions
If appropriate, set a block for the combinations of checking group and initiator. Specifiy whether this is relevant for Sales or Shipping.
Definition: material master record
Logistics - General (LO)
A data record containing all the basic information required to manage a material.
This data is sorted according to various criteria including data of a descriptive nature (such as size, dimension and weight) and data
with a control function (such as material type and industry sector). In addition to this data, which can be directly maintain ed by the
user, it also contains data that is automatically updated by the system (such as stock levels).

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Return->
Definition: material_master_record

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Initiator of the availability check


Specifies which kind of processing (sales, delivery, or materials reservation) initiates the availability check.
Use
The initiator lets you, for example, apply one kind of availability check during delivery processing and another during sales order
processing.

Block indicator for availability and requirements


Indicates whether, during the availability check, the material is blocked for other users. The block remains until the transaction
responsible has been saved. It is set at material-plant level.
Procedure
If you select this field, the material is blocked during the availability check and other users cannot:
Make changes in the material master record
Create purchase orders for the material
Create orders for the material
If you do not select this field, the material is not blocked during the availability check. In this case, if many users are s imultaneously
checking availability, the results of the checks may not be reliable.

Availability Check and Transfer Requirements


Checking Group for Default Value:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Availability
Check with ATP Logic or Against Planning -> Define Checking Group For Default Value

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Define Checking Groups Default Value


In this IMG activity, you define the checking group that the system proposes when you create a new material master record. You can
overwrite the default value for the checking group in the material master record.
The default value depends on the material type and plant. The SAP R/3 System copies this value to the SD documents, thereby
proposing a certain extent of the availability check.
Requirements
You have defined your material types and plants.
Actions
1. Make sure that the system proposes the checking groups you require for the availability check in the material master
(under sales: general/plant data).
2. Check which checking groups are to be valid for which material types in the different Plants
3. Assign a default checking group to the material types in the individual plants. You can enter a default value for each material
type. For a definition of checking groups, see the IMG activity Define checking groups.
4. Make sure that the availability check indicator is maintained in the material master.

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Availability Check and Transfer Requirements


Carry out Control for Availability Check:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Availability
Check with ATP Logic or Against Planning -> Carry out Control for Availability Check

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Carry Out Control For Availability Check


In this IMG step, you define checking rules for the availability check and allocate them to a checking group.
The checking rule specifies the scope of the availability check for the respective transactions in sales and distribution by specifying
precisely which stocks, receipt and issue elements should be taken into account during the availability check.
Every checking rule is allocated to a checking group: together these two elements determine the final inspection requirements. In
addition, the checking rule includes a specification whether or not an availability check should take into account the replenishment
lead time.
Currently, the checking rule is predefined in SD.
When specifying the inspection scope for a certain checking rule, you can currently select the following receipts and issues:
purchase orders
production orders
purchase requisitions
planned orders
dependent requirements
reservations
dependent reservations
sales requirements
delivery requirements
SD requirements (= sales requirements and delivery requirements) reduce an available stock or inward stock movement on the
material availability date so that other issues cannot access the reserved quantity.
When specifying the inspection scope for a certain check rule, you can currently select the following stock elements:
Safety stock (to be maintained in material master record, MRP data)
Stock in transfer in the receiving plant
Stock in quality inspection
Blocked stock
Replenishment lead time
The replenishment lead time specifies the time which is needed to order or produce a certain material. The system determines the
replenishment lead time as follows:
For internally procured materials the replenishment lead time is determined from the in-house production time and the
goods receipt processing time or alternatively from the total replenishment lead time, if it is specified.
For externally procured materials the replenishment lead time is determined from the goods receipt processing time and
the processing time for purchasing.
In this IMG step, you control whether or not the replenishment lead time should always be taken into account. If you select the field,
the replenishment lead time will NOT be taken into account during the availability check. If the field remains unselected, the
replenishment lead time will automatically be included in the availability check.
If you carry out the availability check using the replenishment lead time, you should plan ahead in regular intervals (on a daily basis
for individual and daily requirements, on a weekly basis for weekly requirements) to prevent a shortage and therefore a possible
delivery block. This shortage could occur if the delivery date of a sales order, which was confirmed the previous day for the
replenishment lead time, is already within the replenishment period on the current day and therefore results in a shortage.
Note
For transactions which create individual stocks, such as production-to- order, consignment stock processing or returnable packaging
processing, the availability check is carried out for the individual stock depending on the respective special stock indicator.
Actions
1. Check the configurations for the checking groups which are contained in the standard SAP R/3 System.
2. Make sure that the checking group is maintained in the material master records. Depending on the plant, you can specify
a checking group for each material type (see section "Specifying a checking group for each material type").
3. Select the individual stock elements as well as the receipts and issues which should be taken into account during the
availability check.
4. Select the field for replenishment lead time if you do NOT want to take the replenishment lead time into account.
5. If your release was updated after 2.0, you must check the indicators for sales and delivery requirements.

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Before, these sales requirements had to be maintained in a joint field and were first subdivided into two separate fields for
Release 2.1. In the release update, a selected original field led to sales and delivery requirements being selected, an
unselected field leads to unselected fields in the conversion program.

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Checking Group for Availability Check


This field has two uses:
1. Specifies whether and how the system checks availability and generates requirements for materials planning.
2. In Flexible Planning, defines - together with the checking rule - the different MRP elements that make up this key figure.
The sum of these elements gives the key figure.
Use 1: Availability Checking and Materials Planning
Use
The value you enter for use 1 (see above) is a default value which defines:
Which MRP elements (for example, purchase orders, reservations) the system includes in the availability check
Whether the system checks availability only until the end of the replenishment lead time or whether it checks availability
over the entire period for which MRP elements exist
Whether the system generates individual requirements or summarized requirements if you enter sales orders or deliveries
for the material
Use 2: Flexible Planning
Dependencies
If you use this field to define the MRP elements of a key figure for Flexible Planning, you must also select Document KF in the
Customizing parameters of the information structure.

Checking Rule for Availability Check


Use 1:
1. This rule defines the checking procedure to be used for the availability check (or in Inventory Management, the missing
parts check) in individual applications.

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Use 2:
2. It defines, together with the checking group, the different MRP elements that make up this key figure in Flexible Planning.
Use 1: Availability Checking
Use
Along with the checking group, the checking rule specifies the final procedure for checking.
Note
Note that you must define checking rules for each individual application. Therefore, you define the checking rule for reservations via
the configuration menu for production orders, for example. On the other hand, in Sales and Distribution, the checking rule is specified
internally within the system and cannot be changed.
To check the availability of a material, you must enter a checking group in the material master record (in the field Availability check).
Examples
You can use the checking rule and group to determine:
Which receipts (for example, purchase orders or production orders) should be taken into account in the availability check
Which issues (for example, sales orders or dependent requirements) should be taken into account in the availability check
Use 2: Flexible Planning
Dependencies
If you use this key to define the MRP elements of this key figure for Flexible Planning, you must also select the indicator Document KF
in the Customizing parameters of the information

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Availability Check and Transfer Requirements


Procedure by Requirement Class:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Availability
Check with ATP Logic or Against Planning -> Define Procedure by Requirement Class

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Define Procedure By Requirements Class


In this IMG activity you define for each requirements class whether an availability check and/or transfer or requirements sho uld be
carried out.
The settings defined here correspond to the requirements class settings at a global level. The settings are automatically copied into
the definition of the requirements class and vice versa.
Actions
1. Check the extent to which you can copy the settings for the requirements class which are defined in the standard version
of the SAP R/3 System.
2. If necessary, change the standard settings by indicating for each requirements class whether an availability check and/or
transfer or requirements should be carried out.

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Requirements class
Key which specifies the planning strategy internally within the system.
One or more requirements types can be allocated to the requirements class. Planning strategies and requirements are linked via the
requirements type.

SD availability check
You must carry out an availability check for the corresponding transaction. If the indicator is not set and if the assignment of
independent requirements planning is active, then an availability check is carried out against planned requirements for the material.
If this assignment is not required, no check takes place.
The type of check is proposed by the system. Each check can be switched off (but not on) by transaction in both sales and shipping.

Transfer of requirements / Begin assembly order from SD


Transfer of requirements is to be carried out for the respective transaction.

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The selection of this indicator is the precondition for transfer of requirements. You can deactivate transfer of requirements at schedule
line level. Conversely, it can simply be left inactive at schedule line level, as long as it is not already activated in the requirements class.
Example
You do not set an indicator for maintaining the requirements class: Transfer of requirements is not carried out, irrespective of the
specification you make at schedule line level for the transaction.
You set an indicator for maintaining the requirements class: In this case you can still decide at schedule line level, whether or not you
require transfer of requirements for the relevant transaction.

Allocation Indicator
Controls the consumption of customer requirements with planned independent requirements whereby the customer requirements
type is only allocated one consumption strategy.

Product allocation active


Product allocation active

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ICON Availability Check

Availability Check and Transfer Requirements


Procedure For Each Schedule Line Category:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Availability
Check with ATP Logic or Against Planning -> Define Procedure for Each Schedule Line Category

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Define Procedure For Each Schedule Line Category


In this IMG step, you specify for the respective schedule line categories of the sales documents whether an availability check and/or
transfer of requirements should be carried out. These configurations are only relevant for the sales documents.
The fine tuning of the availability check for sales documents that you carry out here depends on their global configuration at
requirements class level: You can only deactivate an option selected at requirements class level, but you cannot activate it. You can
only activate an an option if it is already activated at requirements class level.
Example
You want to implement an availability check without transfer of requirements for sales information. At requirements class lev el, the
availability check and the transfer of requirements must be active. You therefore deactivate the transfer of requirements in the
corresponding schedule line category.
Requirements
The schedule line categories must already have been defined (see section Defining and allocating schedule line categories). The
defined schedule line categories are automatically displayed for maintaining.
Actions
1. Specify for each schedule line category whether an availability check and/or a transfer of requirements should be carried
out.
Keep in mind that the configuration that you set depends on the global configurations at requirements class level.

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Schedule line category


A classification that distinguishes between different kinds of schedule line. The category determines how the system processes the
schedule line.
Use
The schedule line category determines, for example, whether the system passes on requirements to materials requirements planning
(MRP).

Availability check for sales


You must carry out an availability check for the following transaction.
The indicator is determined as a proposal in conjunction with the respective requirements type. It can be changed in individual shipping
transactions. However, only one restriction is effective.
Example
You do not set an indicator for maintaining the requirements type. In this case, no availability check is carried out. This is independent
of the selection in the respective transaction.
You set an indicator for maintaining the requirements type. In this case you can decide whether or not you require an availability check
for the relevant transaction.

Transfer of requirements / Begin assembly order from SD


Transfer of requirements is to be carried out for the respective transaction.
The selection of this indicator is the precondition for transfer of

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Requirements. You can deactivate transfer of requirements at schedule line level. Conversely, it can simply be left inactive at schedule
line level, as long as it is not already activated in the requirements class.
Example
You do not set an indicator for maintaining the requirements class: Transfer of requirements is not carried out, irrespective of the
specification you make at schedule line level for the transaction.
You set an indicator for maintaining the requirements class: In this case you can still decide at schedule line level, whether or not you
require transfer of requirements for the relevant transaction.

Product allocation active


Product allocation active
Availability Check and Transfer Requirements
Procedure For Each Delivery Item Category:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Availability
Check with ATP Logic or Against Planning -> Define Procedure for Each Delivery Line Item Category

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Determine Procedure For Each Delivery Item Category


In this step, you can switch off the availability check for particular item categories in deliveries.
The availability check should be switched off for transactions such as returns delivery.

Delivery item category


A classification that distinguishes between different types of delivery items (for example, return items and text items).
Use
The delivery item category determines how the system processes an item.
Example
If, for example, you identify an item as a return item, you tell the system, in this case, that the item is not relevant for picking.
Procedure
The system proposes a delivery item category.

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Switch off availability check for delivery item

Availability Check and Transfer Requirements


Checking Rule for Updating Back Orders:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Availability
Check with ATP Logic or Against Planning -> Checking Rule for Updating Back Orders

Checking Rule For Updating Backorders


In this IMG step, you assign a checking rule to a plant. The checking rule specifies for the individual applications the checking rule
according to which the availability check is carried out. The checking rule is described in the section "Carry out control of the
availability check".
Note
The checking rule entered here is used in production planning. During backorder processing (CO06) and the availability overview
(CO09), you should make sure that you are not using any checking rules that deviate from the SD configurations (checking rule A for
orders and checking rule B for deliveries).
Actions
Specify a checking rule for each plant.

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Availability Check and Transfer Requirements


Default Settings:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Availability
Check with ATP Logic or Against Planning -> Define Default Settings

Define Default Settings


In this menu option, you specify certain defaults for the availability check.
For each sales area which is a combination of sales organization, distribution channel and division, you can set an indicator for fixing
the date and quantity as well as a rule for transferring the results of the availability check.
Fixed date and quantity
In this field, you specify for a sales area whether the delivery dates and delivery quantities confirmed after an availability
check should be set.
Rule for transferring the availability results
In this field, you can specify the system response to shortage for a sales area. The following responses are possible:
o The system displays the different options (for example, one-time delivery, full delivery) for selection in a dialog box.
o The system automatically chooses an option (for example, confirmation of a delivery proposal).
Actions
1. Specify for each sales area whether you want to fix the date and the quantity.
2. Specify for each sales area whether a system response should be issued if the availability check shows a shortage, and if so
which.

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Availability Check and Transfer Requirements


Define Business Transaction:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Rule Based
Availability Check -> Define Business Transaction

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Define business transaction


In this step you can define the business transactions. These transactions must also be available in the APO planning system. Here the
availability check control is carried out for the transactions.
You can find the business transactions in the APO planning system (Field BPROC) under:
Global ATP -> Settings -> Rule-based ATP -> Conditions -> Assign rule strategy.

ATP: Business Transaction for ATP


This entry makes it possible to use the availability check settings in the APO planning system for this order type.

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Use
Using the business transaction, you can control in which business contexts a rule-based availability check is carried out. A rule-based
availability check is therefore, as a rule, not sensible for a rush order.
When called from the ERP system, this value is created using the order type for the sales order from which calling takes place.

Availability Check and Transfer Requirements


Assign Business Transaction to Sales Order Type:
SPRO -> Sales and Distribution -> Basic Functions -> Availability Check and Transfer Requirements -> Availability Check -> Rule Based
Availability Check -> Assign Business Transaction to Sales Order Type

Assign business transaction to sales order type


In this IMG activity, you assign the actions you defined previously to the order types. This activates the availability check settings for
this order type that were maintained in the APO planning system.

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Sales document block


Determines whether the sales document is blocked for use.
Use
If you block a sales document type, users cannot create new sales documents of this type. Sales documents created before you set
the block can still be changed and displayed.
Procedure
If you want to block the sales document type, mark the field.

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Process Order / Operations / Availability Check / Checking Group


Checking Group:
SPRO -> Production Planning for Process Industries -> Process Order -> Operations -> Availability Check -> Define Checking Group

Define Checking Group


In this step, you define checking groups.
You must allocate each material you want checked for availability to a checking group. You can allocate the material in the material
master. The checking group groups together materials checked according to the same criteria. Materials can be grouped according to
material type and/or MRP type, for example.
You can also use the checking group to control whether
the quantities confirmed in the availability check are to be locked
During the check the normal ATP quantity or the cumulated ATP quantity is to be used.
Notes
You allocate the checking group to the material in the material master under the availability check field in the MRP data screen.
If you have not maintained a checking group for a material, the material will not be checked for availability.
Activities
Define the necessary checking rules.

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Process Order / Operations / Availability Check / Checking Rule


Checking Rule:
SPRO -> Production Planning for Process Industries -> Process Order -> Operations -> Availability Check -> Define Checking Rule

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Define Checking Rule


In this menu option, you can define checking rules from the point of view of the following applications:
Sales
MPR
Process order processing
Inventory management
You can thus carry out various application-related checks for a material.
Activities
1. For the company, define whether you need to check on a differentiated basis for each application.
2. Define the checking rules.

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Process Order / Operations / Availability Check / Scope of Check


Scope of Check:
SPRO -> Production Planning for Process Industries -> Process Order -> Operations -> Availability Check -> Define Scope of Check

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Define Scope of Check


In this menu option, you define the check scope. Checking group and checking rule together specify the scope of the check.
You can specify the following:
which elements relevant to MRP (inward goods movements/outward goods movements) are taken into account (for example,
purchase requisition, purchase order, planned order)
which stock categories are taken into account
whether replenishment lead time is checked
Actions
Specify
which inward goods movements and which outward goods movements are to be included in the availability check
which stocks are to be included in the availability check
whether the check should take into account the replenishment lead time
Whether the availability should always be checked at plant level.
Process Order / Operations / Availability Check / Checking Control
Checking Control:
SPRO -> Production Planning for Process Industries -> Process Order -> Operations -> Availability Check -> Define Checking Control

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Business function (for availability check)


Key which identifies a business transaction, such as "Create order" or "Release order".

Process Order / Operations / Availability Check / Checking Rule for Back Order Processing
Checking Rule for Backorder Processing:
SPRO -> Production Planning for Process Industries -> Process Order -> Operations -> Availability Check -> Define Checking Rule For
Backorder Processing

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Define Checking Rule for Backorder Processing


In this menu option, you can determine a checking rule per plant for backorder handling.
The checking rule determines the scope of check for backorder handling.
Recommendation
We recommend that you use the same checking rule for backorder handling as you do for availability checks.
Actions
Define the necessary checking rules.

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gATP Configuration Settings in APO:

Global Available to Promise (Global ATP)


Maintain Global Setting for Availability Check:
SPRO -> Advanced Planning and Optimization -> General Settings -> Maintain Global Settings for Availability Check

Maintain Global Settings for Availability Check


In this IMG activity, you maintain the global settings for the availability check. These include:
Import Customizing data using the CIF integration model in the connected OLTP system: allowed/not allowed
Define bucket parameters
For more information, see the documentation for Global Available-to-Promise (Global ATP) under Define Buckets for ATP
Time Series.
Note
We recommend that you transfer Customizing data once only. If the Customizing data is transferred a second time, existing settings
are liable to be overwritten.
Requirements
Make sure that the updating of ATP time series is activated. You set this indicator in Model and Planning Version Management from
the SAP Easy Access screen by choosing Master Data -> Planning Version Management -> Model and Version Management.

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Import Customizing
The indicator specifies if the Customizing data of the availability check is imported from a connected system.

Use
If you set the indicator, the import of the Customizing data is prevented. If you do not set the indicator, the Customizing d ata is
imported.
ATP: Accept Schedule Lines According to Time
Confirmed schedule lines in the sales order of the connected OLTP system (SAP R/3) based on the time.

Use
The indicator defines if the confirmed schedule lines of the sales orders in the connected OLTP system (SAP R/3) should be ad opted
based on the day or on the time.
If the indicator is set, the sales order adopts the changes of the confirmed schedule lines or the confirmations for a time other
than the desired delivery time, to the exact second. In the sales order a second schedule line is created for the same day, but
created with a different time, or the times of the confirmed schedule lines can be changed.
If the indicator is not set, only one schedule line exists in the sales order if the desired delivery day can be kept, or only
changes to the confirmed schedule lines are adopted that are at least one day different from the desired delivery date.
Dependencies
If confirmed schedule lines should be created based on the time, this can lead to several confirmed schedule lines for a request
schedule line being created per day in the sales order, and in the item overview the impression is given that no confirmation could be
made according to what was requested.
In addition, the data volume of the SAP R/3 database tables VBEP and VBBE will increase significantly, since each schedule line is
represented with a data record in these tables. The same effect will also occur for the APO liveCache and for the database table
/SAPAPO/SCHEDLIN.
Example
Request:
Confirmation Situation:
100 pieces for 01.01.2002 12:00 50 pieces for 01.01.2002 14:00
30 pieces for 01.01.2002 16:00
20 pieces for 01.01.2002 18:00
If this indicator is NOT set, the request schedule line is confirmed and no further schedule lines are created:
100 pieces for 01.01.2002 12:00
If this indicator is set, the following (partially) confirmed schedule lines are created:

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00 pieces for 01.01.2002 12:00


50 pieces for 01.01.2002 14:00
30 pieces for 01.01.2002 16:00
20 pieces for 01.01.2002 18:00
Should Pegging Information be transferred to SAP R/3?
Defines if pegging information should be transferred to a connected OLTP system.

Lifetime of Cross-System Correction Requirements

ATP Buckets:

Bucket Limit for Issue Elements

Use
You specify the time here at which the bucket limit for issues lies in the ATP time series.

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Position the limit so that it lies at a time with few issues (for example, at night). As the ATP time series cannot take account of summer
time, the limit cannot always lie exactly at midnight.
Dependencies
The local time zones indicator decides whether the value specified here in UTC time or in the local time zone is interpreted.
If you use totally conservative logic to evaluate the bucket and create sales orders without immediate scheduling, you can acquire a
confirmation for the desired availability date by setting the bucket limit later than midnight (local time); therefore, the d esired date
at midnight still falls in the bucket for the previous day.
If you put the bucket limit later than midnight (local time), the displayed dates of orders, which are still updated in the bucket for the
previous day, are in the availability overview before the actual availability date.
Shift Receipt Bucket

Use
You specify here the number of hours by which the bucket limit of the ATP time series for receipt elements is shifted towards the
bucket limit for issue elements.
You can achieve synchronous ATP time series for receipts and issues by shifting by 0 hours, and asynchronous ATP time series using a
value between 0 hours and 24 hours. If the shift is larger than the bucket size (24h / /SAPAPO/BUCKS_PER_DAY), it is calculated
according to the bucket size.
Note
SAP recommends that you use synchronous ATP time series, or shift the receipts by half the length of the bucket (12 hours for 1 bucket
per day).
Dependencies
Concurrent requirements are due at the end of each receipt bucket in the product availability check.
You can only make changes to the planned parameters. The changes only affect the system response after activation. For more
information about the activation of bucket parameters, see the SAP Library under SAP Advanced Planning and Optimization (SAP APO)
-> Global Available-to-Promise (Global ATP) -> Settings for Global ATP -> General Settings for Global ATP -> Definition of Buckets for
ATP Time Series -> Activation of Bucket Parameters for ATP Time Series.
Example
The limit of the issue bucket is at 06:00 UTC; the receipts are shifted 4 hours. Receipt elements and concurrent requirements are thus
valuated in the product availability check at 02:00 UTC.
Local Time Zones

Controls whether the bucket limit for issue elements is to be evaluated for all locations in UTC time or for each location in the summer
time of the local time zone.
Use
We recommend that you set this indicator.
Dependencies

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ATP buckets cannot take account of summer time. For this reason, the regulation for local time zones is taken from planning. In this
way, the system ensures that midnight local time is always on the right date.
You can only make changes to the planned parameters. The changes only have an effect on system behavior once you have activated.
For more information about activating bucket parameters, see the SAP Library under SAP Advanced Planning and Optimization (SAP
APO) -> Global Available-to-Promise (Global ATP) -> Settings for Global ATP -> General Settings for Global ATP -> Definition of Buckets
for ATP Time Series.
Note:
Since the system only determines time zones when creating a pegging area, it only considers changes to the time zone of a location
for newly added products or individual sections. For this reason, you should also reactivate the bucket parameters when you change
the time zone of a location to make sure that all products in this location use the time zone that you have just set.
Example
You have defined a bucket limit for midnight local time for receipts and issues. In this case, the bucket limit for a plant in Germany is
at 22:00 UTC, in Buenos Aires at 02:00 UTC and in Chicago at 05:00 UTC.
Number of Buckets Per Day

Specifies how many ATP buckets are created per day and thus the accuracy with which the product availability check counts. The
standard value is 1. This means that the product availability check is exact to the day.
Use
We recommend that you keep the standard value 1, as a value greater than 1 leads to performance problems. The bucket size is
calculated as follows: 24 hours/number of buckets per day. In the case of 3 buckets, the bucket size is thus 8 hours, for example.
Dependencies
If you have set the indicator distribution key active in time series , the value must be 1. The bucket size has an effect on the way the
system interprets the indicator shift receipt bucket.
You can only make changes to the planned parameters. The changes only have an effect on system behavior once you have activated.
For more information about activating bucket parameters, see the SAP Library under SAP Advanced Planning and Optimization (SAP
APO) -> Global Available-to-Promise (Global ATP) -> Settings for Global ATP -> General Settings for Global ATP -> Definition of Buckets
for ATP Time Series -> Activation of Bucket Parameters for ATP Time Series.
Example
The limit of the receipt and issue buckets is 04:00 UTC, there are 4 buckets per day. In this case, requirements before 04:00 UTC are
evaluated at 22:00 on the previous day, and requirements between 04:00 and 10:00 at 04:00 UTC.
Distribution Key Active in Time Series

Controls how the system incorporates the finished products of process orders that stretch over several days into ATP time series.
Use
If you do not set the indicator, the system incorporates the finishes products at the end of the order into the ATP time series. If you
set the indicator, it incorporates them proportionately to the daily produced quantity according to planning.

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Activation of this indicator affects performance slightly because each capacity change requires adjustments. Therefore, activ ate the
indicator only for process orders that stretch over several days.
Dependencies
If you set this indicator, you must use day buckets ( number of buckets per day = 1).
The most sensible parameter combination consists of working with local ( local time zones = 'X'), synchronous ( shift receipt bucket =
0) buckets that end at midnight ( Bucket limit for receipt elements = 00:00).
In the case of this parameter combination, the quantity of a product produced on one day is available for requirements on the following
day.
You can only make changes to the planned parameters. The changes only have an effect on system behavior once you have activated.
For more information about activating bucket parameters, see the SAP Library under SAP Advanced Planning and Optimization (SAP
APO) -> Global Available-to-Promise (Global ATP) -> Settings for Global ATP -> General Settings for Global ATP -> Definition of Buckets
for ATP Time Series -> Activation of Bucket Parameters for ATP Time Series.
Value Assignment of Bucket Limits in Product Availability
Defines the restrictions by which the product availability check is to evaluate ATP time series.

Use
Here, you define how ATP time series are evaluated in the product availability check. Requirements are valuated at the end of the
corresponding receipt buckets.
The following options are available for valuating receipt buckets:
No Restriction
The time series can be used for all ATP groups.
Progressive Logic Only
The time series are set up specifically for the progressive logic.
Conservative Logic Only
The time series are set up specifically for the conservative logic.
Exact Data Only
The time series are set up specifically for exact data. The bucket boundaries are relevant, for example, for grouping several
partial confirmations on the same day.
Dependencies
You can use synchronous receipt and issue buckets in combination with all time series.
You must use asynchronous ATP time series in combination with the conservative logic only. If you use synchronous ATP time series
with the progressive calculation, the system behavior corresponds to the behavior in the ERP system.
See also
For more information, see SAP Library for SAP Supply Chain Management under SAP Advanced Planning and Optimization (SAP APO)
-> Global Available-to-Promise (Global ATP) -> General Settings for Global ATP -> Maintain Global Settings -> Buckets for ATP Time
Series -> Valuation of Receipts and Issues in Buckets.

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Global Available to Promise (Global ATP)


Rule Based Availability Check:
SPRO -> Advanced Planning and Optimization -> Rule Based Availability Check -> Define Condition Table

Define Condition Table


A condition table defines the combination of fields (key) that lable an individual condition record. The system stores the specific
condition data that you have entered in the system in a condition record.
Activities
1. Create a field catalog.
In this way, you define the fields that you can select for rules-based ATP (usage "O") when creating or maintaining a condition
table.
o Choose New Entries.
o Generate the selection list using the F4 input help.
o Choose the fields you want to use as parameters in the condition tables by means of a double-click. These fields are
filled with values from the calling OLTP system during runtime.
o Save your entries.
2. Create a condition table for rules-based ATP.
o Specify the name of the table you want to create.
o Specify whether you want to create the table with or without a validity period.
o Specify a description for the condition table.
o Select the desired fields for the condition table from a list of the allowed fields in the field catalog. See also consultant
note 514353.
o Generate the new condition table

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Name of the condition field


This indicator specifies fields that you can choose when creating or maintaining a condition table.
Use
When you create or maintain a condition table, you only see the fields specified for a specific combination of use and application.
These fields are also used by the access sequences when searching for valid condition records during the processing of the conditions.
Example
Using the field catalog, you determine which fields can be used for the condition technique. For example, when the field values of the
sales order correspond to the condition records at runtime, the condition record that was found specifies the rule to be used in the
availability check.

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Condition Table
Definition
Combination of specific fields which creates the key of a condition record.
Use
In a rule strategy, you define the sequence of condition types. An access sequence can be assigned to the respective condition type.
This specifies where exactly the system should search for the condition records which are relevant to a certain condition type.
Every access in the access sequence refers to a condition table. Using the fields (of the key, that is) defined in the table, the system
can trace the valid condition records.
The condition tables are used in rules-based ATP (use "O") or in transportation and shipment scheduling (use "U").
Procedure
When creating a condition table, define one or several target fields as a table key. In addition, you must enter information into the
system as to where it should take the target field value from. To do this, specify a source field. Source field and target field are identical
as a rule, but can also be different.
If the target field "customer" is part of the key, you can determine, for example, that the system should use "ship-to party" as a source
field and should adopt the value found there.

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Global Available to Promise (Global ATP)


Maintain Access Sequences:
SPRO -> Advanced Planning and Optimization -> Rule Based Availability Check -> Maintain Access Sequences

Maintain Access Sequences


Use
In this IMG activity you maintain the access sequences.
You use access sequences to define the following:
Which condition tables are used to access the condition records
The sequence of these condition tables
Which field contents are used to read these condition tables
You can assign multiple condition tables to an access sequence.
Prerequisites
You have defined condition tables.
Activities
To create an access sequence, proceed as follows:
1. Choose New Entries and enter an alphanumeric key (maximum four-digits) and a name.
2. Select the entry and choose Accesses.
3. Choose New Entries.
4. In the field Sequence Number, define the sequence of the access within the access sequence. Enter a sequence number,
even if you are only defining one access.
Note that the sequence number must not be zero, otherwise no rules-based availability check is performed. Define the
sequence number in steps of 10, so that you can insert subsequent entries.
5. In the Table field, select a condition table.
As long as the Table field is switched to input-ready, the table entry cannot be found. If you have selected the condition table,
you must select fields. If you go back, the field is no longer ready for input.
6. Set the Exclusive indicator if you do not want further condition tables to be evaluated after the first successful access.

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We recommend that you do not set this indicator, otherwise the evaluation of the condition tables is terminated after the
first successful access.
7. Select an entry and choose Fields.
As a rule, you will not be making any new entries in the view Change Access Fields: Overview.
8. Enter a value under Source of specific value if you want the system to overwrite the value in the field catalog and copy the
specific value.
By specific value, we mean the value used to fill a field when accessing the condition record. A field can either by replaced by
the value of the source field or the specific value.
9. If you want to allow the initial value, set the indicator in the field Init.
The initial indicator has two meanings. For one, it means that the condition table is accessed if the field in the document
header or document item is initial, and its other meaning is that, during automatic return transport of data that was
determined in the access, an initial value may be returned.
10. Save your entries.
To mark access sequences for generation, proceed as follows:
1. Choose Utilities.
The screen Access Sequences: Generation is displayed.
2. The Usage field states the area for which the condition usage is to search. Choose the value O (for rules-based ATP) or U
(for transportation and shipment scheduling).
3. The application splits the usage of a condition into multiple subareas. Use F4 input help to enter a corresponding value.
4. Use F4 input help to select a corresponding access sequence.
5. Choose Program -> Execute

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Global Available to Promise (Global ATP)


Maintain Condition Type:
SPRO -> Advanced Planning and Optimization -> Rule Based Availability Check -> Maintain Condition Type

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Maintain Condition Type


In this step, you maintain the condition type and assign it to an access sequence.
Condition types are used for determining rules in the rules-based availability check.
Activities
To create a condition type, proceed as follows:
1. Define an alphanumeric value (maximum four-digits) and specify a name.
2. Assign an access sequence to the condition type by choosing an access sequence using the input help (F4).
3. If necessary, specify a validity period that is proposed in the rule determination.
4. Save your entries.

Global Available to Promise (Global ATP)


Maintain Rule Strategy:
SPRO -> Advanced Planning and Optimization -> Rule Based Availability Check -> Maintain Rule Strategy

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Maintain Rule Strategy


In this step, you define rule strategies. The rule strategy determines the condition types and defines the sequence in which they are
evaluated.
Activities
To create a rule strategy, proceed as follows:
1. Choose New Entries and enter a value.
2. Determine the rule strategy type.
3. Enter a name for the rule strategy.
4. If you want the number of substitutions to be defined by means of the rule strategy, set the indicator Rule Strategy Defines
Maximum Number of Substitutions. You can only set this indicator for inclusive rule strategies, since exclusive rule strategies
simply restrict the search space of inclusive rule strategies.
When setting the indicator, choose the number and entity of substitutions. These settings are valid for all rules that the
system finds using this rule strategy. Note that the settings that you make here for the number of substitutions and the entity
overwrite the settings that you might have made in integrated rule maintenance.
5. Select the entry and choose Control -> New Entries.
6. In the Level field, enter the number that defines the sequence of the condition types within the rule strategy. The level
number cannot be set to zero.
7. In the CTyp field, select a condition type.
8. Save your entries.

Rule Strategy Defines Number of Substitutions


Indicates that the system determines the number and entity of the substitutions by means of evaluation of the rule strategy and not
by means of evaluation of the rules.
Use
If you set this indicator, the settings that you specify here for the number and entity of the substitutions apply to all rules in this rule
strategy. The system overwrites the settings for the number and entity of the substitutions that you have made, as necessary, in
integrated rule maintenance.
Note
The system only takes account of this indicator in inclusive rule strategies.

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Global Available to Promise (Global ATP)


Maintain Rule Strategy:
SPRO -> Advanced Planning and Optimization -> Rule Based Availability Check -> Assign Rule Strategy or Rule Strategy Sequence

Assign Rule Strategy or Rule Strategy Sequence


Use
In this IMG activity, you determine the following activation parameters to determine a rule strategy or a rule strategy sequence:
Technical scenario
Definition: technical scenario

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Global Available-to-Promise (SCM-APO-ATP)


An activation parameter that is used for determining the rule strategy or the rule strategy sequence.
The technical scenario corresponds to the communication technology that triggered a rules-based availability check. Possible
communication technologies include:
Online dialog
Batch input
EDI
The values for this parameter are transferred from the R/3 System to APO. The coding is fixed.
Online dialog: AA
Batch input: BB
EDI: DD
Backorder processing: EE
Other values can be transferred from a non-R/3 System.
Return
->
Definition: technical scenario
Business transaction
Definition: business transaction
Global Available-to-Promise (SCM-APO-ATP)
Activation parameter that is used for determining the rule strategy or the rule strategy sequence.
The business transaction corresponds to the business context in which a rules-based availability check should be carried out.
Example:
The sales document type of the sales order
The business transaction is created in R/3 Customizing for Sales and Distribution and assigned to an order type.
This value is transferred to APO from the calling OLTP system at runtime and determines the rule strategy in APO.
Return
->
Definition: business transaction
Action type
Definition: action type
Global Available-to-Promise (SCM-APO-ATP)
Activation parameter used to determine the rule strategy.
The action type corresponds to the manipulation technique of the calling transaction. Possible manipulation techniques includ e
creating, changing, and copying.
These values are hard-coded in the SAP R/3 System and are transferred to SAP APO from the calling application. The values are assigned
by the SAP R/3 sales order, the SAP CRM sales order, and backorder processing in SAP APO as follows:
Create: A
Change: B
Copy: C
In the case of stock transfers in SAP R/3, the value for the action type remains initial.
You can use your own values for simulations on the SAP APO server.
Return
->
Definition: action type
Activities
1. Create three activation parameters.
Note that the values of the activation parameters must be the same as the values transferred from the connected OLTP
system. If this is not the case, the system is unable to find any rule strategy sequences, rule strategies, or rules.
2.
Assign
a
rule
strategy
sequence
or
a
rule
strategy
to
the
activation
parameters.
Note that you can assign either a rule strategy sequence or a rule strategy to a set of activation parameters from the OLTP
system.
3. Specify how several calculation profiles that come from successive accesses behave. To do this, choose whether a
subsequent calculation profile replaces or supplements the settings of the previous calculation profile during rule evaluation.

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4. If you want the system to execute preselection of suitable substitutions based on the rule strategies determined, set the
preselection of suitable substitutions indicator.
Rules-based ATP: Calculation Profile
Definition
In the calculation profile, you define conditions according to which a rules-based availability check is considered to be successfully
executed. These conditions are valid for all combinations of (substitute) product and (substitute) location for the current rule and are
used in the calculation of the material availability date.
Note
You cannot create a calculation profile in an exclusive rule. Since the calculation profile always refers to the location products
determined by the rule, you should not define conditions that are to be used if there are no results (= quantity to be excluded).
The calculation profiles are not used in the calculation of the delivery dates.
Dependencies
In the Handling Calculation Profiles field, you define whether the system substitutes or supplements the previous calculation profile
when several calculation profiles are evaluated.

Preselection of Suitable Substitutions


Determines that the preselection of suitable substitutions is allowed.
Use
If you set this indicator, you switch on preselection of suitable substitutions. You are then able to select the most suitable substitution
from the substitution list.
If you do not set this indicator, you do not switch on preselection of suitable substitutions.
Dependencies
For the system to preselect suitable substitutions, you must also make this setting in the check instructions. For more information, see
the Implementation Guide (IMG) of SAP SCM under Maintain Check Instructions.

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Global Available to Promise (Global ATP)


Back Order Processing:
SPRO -> Advanced Planning and Optimization -> Back Order Processing -> Maintain Filter Type

Maintain Filter Type


In this step, you define a filter type. In a filter type, you define which characteristics can be used in a filter for backorder processing.
Activities
1. Define a filter type.
2. Specify the document categories for which the filter type should be used.

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3. Choose the characteristics of the filter type from the template structure.
If you have specified several document types, you can only select the intersection of the usable characteristics as these
characteristics must occur in each document category.
4. A report for the filter is generated from the filter type. The filter itself can be stored as a variant for the selection screen of
the generated report. Generate the filter type using Tools -> Generate Filter Type and Sort Profile.
Generation is only necessary if errors occur during transports to Customizing. Normally, filter types are generated
automatically. The variants you have maintained up to now are not lost if only minor changes were made to the filter type.
Further notes
Filter types are delivered for filtering using alerts and net change selection and order due lists.

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Global Available to Promise (Global ATP)


Back Order Processing:
SPRO -> Advanced Planning and Optimization -> Back Order Processing -> Define Sort Profile

Define Sort Profile


In this step, you define a sort profile for backorder processing. You define the processing sequence for document items in backorder
processing with specifications in the sort profile. You specify characteristics, their sequence (or weighting), and the sort order in this
profile.
You can choose all characteristics from the template structure, and can also specify for each characteristic whether it should be sorted
in ascending or descending order. Special sortings (for example, non-alphabetical) can be used for some characteristics.
Sorting results in a priority for the documents in backorder processing.
Activities
1. Create a sorter.
2. Define the details of the sort profile.
o Choose the characteristics.
o Define the order (weighting) according to which document items should be sorted in backorder processing by fixing
the item.
o Define whether sorting should be performed in ascending or descending order, or whether sorting should be
performed with special sorting.
You define special sorting using Tools -> Maintain Special Sorting.
3. Save your entries.
4. Generate the sort profile using Tools -> Generate Filter Type and Sort Profile.
Generation is only necessary if errors have occurred during transports to Customizing. Sort profiles are normally generated
automatically.

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Global Available to Promise (Global ATP)


Back Order Processing:
SPRO -> Advanced Planning and Optimization -> Back Order Processing -> Parallelizing Backorder Processing

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Parallelizing Backorder Processing


Use
In this IMG activity, you activate and make settings for parallelizing backorder processing.
By executing backorder processing in parallel, you can reduce the overall runtime.
Note that the business function of backorder processing is not changed by parallelization.
Requirements
For the processes to be executed in parallel, you must define a server group. For more information, see Create RFC
Connections in the Implementation Guide (IMG) of the SAP Web Application Server.
Sufficient resources ( application server and work processes) must be available to activate parallelizing backorder processing.
These resources are described by the server group.
Standard settings
Parallelizing backorder processing is delivered inactively.
A profile (EXAMPLE) that contains example settings for parallelization of the steps is delivered. You must adjust these size settings to
your system landscape and its usage.
Activities
Area profile
1. Define a profile.
2. Define the steps of backorder processing that are to be executed in parallel. For each of the steps, specify a maximum and
minimum group size and the minimum necessary group number. In addition, you can restrict the number of the maximum
used work processes.
3. Set the indicator for the parallelization of processes.
We recommend that you optimize your profile settings.
Area activation
Activate parallelizing backorder processing by selecting a previously defined profile and a server group.
If you make the Customizing settings in a test system and then transfer them to the productive system, make sure that a
server group with the same name exists in the productive system.
Note that, in the following cases, you switch off parallelizing backorder processing manually:
o When calling batch backorder processing
o When calling the worklist of backorder processing
Activation is not possible in this way. Switching off parallel execution makes sense if, in your system landscape, you have
problems reaching other application servers.
Area Parameters
You can further influence the behavior of parallelizing backorder processing using parameters. The following parameters are
available:
o Restriction of field catalog
o Log of process runtimes switched on
o Filter: Parallel execution only if special criteria per item
o Filter: Read data from SAP liveCache before parallelization
o Filter: Read data from database before parallelization
o No parallelization in case of missing chain
Note
You can only improve the runtime of backorder processing when it is executed in parallel in the following conditions:
o Enough items exist in the worklist.
o You set the group size and the number of groups in such a way that the effort needed to manage the parallel
processes is not too big.
Parallelizing backorder processes only parallelizes execution in SAP APO. The order documents are updated in the OLTP
system per document, as hitherto. You can optimize the runtime of this part of the update by correctly setting the Queue.
If you use the customer exits of backorder processing in your system, or if these have been modified, problems may occur
when the steps are executed in parallel. A correct and complete transfer of data in function groups cannot be ensured.

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Global Available to Promise (Global ATP) Questionnaire:


1.

2.

What are advantages of GATP over ATP?


Ans.: GATP is the advanced version of ECCATP with below exclusive functionality:
a. Location substitution ATP
b. Product Substitution ATP
c. PPM (Alternate Production Version) substitution
d. ATP against forecast
What is TQA and dependent setting in ECC for TQA to work?
Ans.: TQA functionality is used to block the inventory of order quantity temporally during order processing (Creation /
Change). In ECC, material block indicator should be active for availability check configuration / checking group.

3.

What is the prerequisite setting in APO to bring ATP customizing settings from ECC?
Ans.: Import customizing should be allowed Global setting for availability check
4. Name two GATP specific CIF integration models.
Ans.:
a. ATP Check
b. ATP Customizing
5. What is APO business event called in ECC? What are the business events of sales order & delivery?
Ans.: APO Business events are known as Checking Rule in ECC and Business event for sales order is A and delivery is B.
6. What is the ATP category of sales order?
Ans.: BM
7. How a check mode in APO product master is determined from ECC?
Ans.: Check mode is determined from customer requirement class from ECC in APO product master. Requirement class is
assigned with requirement type; requirement type is assigned with requirement strategy, Requirement strategy is assigned
with strategy group and strategy group is assigned with material master in ECC through below three objects:
a. Directly in material master (Strategy Group in MRP3 View)
b. Assigning in MRP group and MRP group assignment in material master (MRP1 View)
c. Default strategy group against material type
8. How does Method of ATP check determined in APO?
Ans.: ATP check method (Product check, allocation check, check against forecast, Ruled based ATP, MATP, etc.) is determined
through check instruction and check instruction is maintained with combination of check mode / requirement class and
business event / check rule
9. What are the basic GATP checks?
Ans.:
a. Product availability check
b. Product allocation Check
c. Check against forecast
10. Name three advanced GATP check methods.
Ans.:
a. Rule based ATP
b. Multilevel ATP
c. CTP
d. Lead time ATP
11. What are the configurations options to switch on/off ATP check for a sales order item?
Ans.:
a. ATP check deactivation in Schedule line category

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b. ATP check deactivation in requirement class


c. No check activation in Availability check
12. How to switch off ATP and switch on GATP check and vice versa?
Ans.: Activate/Deactivate ATP Check Integration Model
13. How is checking horizon in APO product master determined from ECC for externally procured and in-house produced
materials?
Ans.:
a. For in-house production, total replenishment time is considered as checking horizon in APO. If total replenishment
time is not maintained in material master, it considers Inhouse production time and GR processing time
b. For external procurement, it considers Planed delivery time, GR processing time and PO generation time for plant
(From Configuration)
14. What are the key fields in APO product master for GATP?
Ans.:

15.
16.

17.
18.
19.

20.
21.

22.

23.

a. Product allocation procedure


b. Check mode
c. ATP group
d. Checking Horizon
e. Checking Horizon Calendar
What is ATP check with checking horizon?
Ans.: Order confirms / determines the schedule confirmation date considering checking horizon, if product is not available.
What is scope of check and how is it determined?
Ans.: Scope of check identifies which MRP element will be considered to calculate STOCK, RECEIPT and ISSUE SEGMENT.
Scope of check is configured with combination of Business event / Checking rule and availability check / ATP group. ATP
group/ Availability check is assigned in product master
How is ATP category in APO mapped to ECC?
Ans.: ATP category is mapped against R/3 object with MRP element
What is the ATP category of sales order?
Ans.: BM
What is product allocation group?
Ans.: Product allocation group is the grouping of characteristics / Planning object, against which allocation is done (e.g.
Allocation needs to be done against Product and Customer Or Product, Sales Org. , Plant and Material)
What is the ATP field catalogue characteristic for product allocation object?
Ans.: KONOB
Name two configuration settings done in product allocation group?
Ans.:
a. Time bucket profile
b. Consumption / Backward consumption Period
c. Forward Consumption period
d. Considering active and inactive allocation
What is connection between planning area and product allocation group and why is it required?
Ans.: Planning area is assigned with product allocation group to determine allocation quantity through key figure against
characteristics of planning area. Respective characteristic of PA is assigned with planning object (i.e., Plant, Material, Location,
etc.) and key figure is assigned with sales order quantity (AEMENGE) and allocation quantity (KCQTY). Sales order quantity &
allocation quantity cant be created directly in product allocation group, hence CVC & PA data needs to be transferred from
PA to allocation group.
How to switch on/off product allocation check for a product?

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Ans.: By assigning allocation procedure in product master


24. What is collective product allocation and how is it set up?
Ans.: The order quantity can be consumed against the product allocation quantity using different methods in product
allocations. Cumulative indicator needs to be activated in allocation procedure.
Collective product allocation is used for generic customer/Planning Object, which is not included in CVC. Wild card
# is used to determine the product allocation for the same.
25. Which configuration connects product allocation object and product allocation group?
Ans,: Product allocation procedure
26. How is CVC (characteristics value combination) created in product allocation group?
Ans.: CVC is transferred from planning area to product allocation group.
27. Name two types of substitution procedures in rule based ATP (RBA) check.
Ans.:
a. Location
b. Product
c. PPM
28. What is an inclusive rule?
Ans.: System determines substitute products and substitute locations through inclusive rule while system exclude
substitute Products and location through exclusive rules from inclusive rule.
29. Is it possible to restrict number of substitutes to one and how?
Ans.: It is possible to restrict for only one substitute rule by selecting in Rule maintenance.
30. Name a use of rule control?
Ans.: Access strategy of substitution list ( Work forward from input, start from top of list, etc.)
31. What is allowed delay in RBA and where is it set?
Ans.: It determines the number of days by which the confirmed material availability date is permitted to differ from the
determined material availability date for a delayed confirmation to be permissible.
It is maintained in calculation profile and calculation profile is assigned with rule.
32. Name one use of location determination activity?
Ans.: To determine separate business event and check mode (Other than from product master)
33. How ECC sales order type is linked to rule strategy for RBA in APO?
Ans.: Business transaction is assigned to SO document type in ECC and rule strategy is assigned with business transaction in
APO.
34. How is rule for RBA determined for a sales order item?
Ans.: Business transaction is assigned to SO document type in ECC and rule strategy is assigned with business transaction in
APO. Sales Item category is assigned with SO document type w.r.t. material item category group. Item category is determined
in sales order line item based on SO document type.
35. How RBA is switched on/off though configuration?
Ans.: Removing business transaction in SO document type.
36. Name the methods of calling production from GATP?
Ans.: Multi level ATP, CTP and PPM substitute
37. Which is the main constraint for CTP?
a. Resource capacity
b. Component availability
Ans.: a
38. Which is the main constraint for MATP?
a. Resource capacity
b. Component availability

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Ans.: b
39. What is the type of scheduling in CTP?
a. Finite scheduling
b. Infinite scheduling
Ans.: a
40. What is the type of scheduling in MATP?
a. Finite scheduling
b. Infinite scheduling
Ans.: b
41. Which method of GATP check create ATP Tree structure?
Ans.: MATP assigned with business transaction in APO. Sales Item category is assigned with SO document type w.r.t. material
item category group. Item category is determined in sales order line item based on SO document type.
42. How RBA is switched on/off though configuration?
Ans.: Removing business transaction in SO document type.
43. Name the methods of calling production from GATP?
Ans.: Multi level ATP, CTP and PPM substitute
44. Which is the main constraint for CTP?
a. Resource capacity
b. Component availability
Ans.: a
45. Which is the main constraint for MATP?
a. Resource capacity
b. Component availability
Ans.: b
46. What is the type of scheduling in CTP?
a. Finite scheduling
b. Infinite scheduling
Ans.: a
47. What is the type of scheduling in MATP?
a. Finite scheduling
b. Infinite scheduling
Ans.: b
48. Which method of GATP check create ATP Tree structure?
Ans.: MATP
49. Is TQA created in CTP?
Ans.: Yes
50. Temporary Planned Independent requirement is created in CTP or MATP?
Ans.: MATP
51. What is the configuration to choose production type as CTP or MATP & what is set for CTP/MATP?

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Ans.: Maintain production type in check mode and C Multi Level ATP Check is set for MATP and standard for CTP.
52. What is a backorder?
Ans.: The order which have not been confirmed fully.
53. Name modes of executing backorder processing.
Ans.:
a. Immediate Update
b. Simulation Mode
c. With Post processing mode
54. How is backorders picked up for backorder processing?
Ans.: Based on filter and sort profile
55. How is prioritization of backorders done for backorder processing?
Ans.: Based on sort profile mentioned in variant.
56. What is sales order scheduling?
Ans.: Scheduling is used to determine Transportation Planning date, Material availability date, loading date and goods issue
dated based on requested delivery date considering transportation planning time, Material pick / pack time, loading time and
GI time.
57. What is the formula for calculating good issue date on a sales order schedule line using backward scheduling?
Ans.: Goods Issue Date = Requested delivery date (RDD) Transport Planning Date

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