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SCM671_Availability Check

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SCM671

Availability Check in SAP ERP
SAP ERP - Sales and Services

Date Training Center Instructors Education Website

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

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

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

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THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.

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

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About This Handbook

SCM671

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Meaning For more information, tips, or background Note or further explanation of previous point Exception or caution Procedures

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

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

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

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

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

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

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Contents SCM671 vi © 2009 SAP AG. All rights reserved. 2009 .

All rights reserved. Course Prerequisites Required Knowledge • • • SCM600 – Processes in Sales and Distribution SCM500 – Business Processes in Procurement SCM300 – Production Overview Recommended Knowledge • None Course Goals This course will prepare you to: • • • • Understand the basic concept of the availability check Understand the integration and interaction of the availability check with materials planning and planning Recognize the application areas of the availability check Apply the various methods of the availability check to meet specific goals Course Objectives After completing this course. vii . you will be able to: • • • • Understand the basic concept of the availability check Understand the integration and interaction of the availability check with materials planning and planning Decide between using the ATP check. the product allocation. and the check against planned independent requirements Configure the availability check in Sales and Distribution and analyze the results of the check 2009 © 2009 SAP AG.Course Overview Target Audience This course is intended for the following audiences: • Project team members and consultants who configure the availability check in the logistics process as part of an SAP ECC implementation.

All rights reserved. 2009 .Course Overview SCM671 • • • Configure the availability check in production and analyze the results of the check Configure the availability check in Materials Management and analyze the results of the check Process backorders viii © 2009 SAP AG.

. and replenishment deliveries Check availability on the basis of the ATP quantity for material reservations and stock postings Interpret the results of the availability check Unit Contents Lesson: ATP Check Using the Example of Sales and Distribution .3 2009 © 2009 SAP AG.Unit 1 Availability Check Based on ATP Quantity Unit Overview This lesson covers the availability check based on the ATP quantity. and stock transfer orders in the “Materials Management” application. stock transport orders. configuration. The first lesson of this unit introduces the concept. The following two lessons provide an overview of how the ATP check can be used in the areas of planning and manufacturing to ensure that components are available. You will also learn in greater detail how the ATP check can be used with reservations.. using the sales application as an example. you will be able to: • • • • • • • • • • • Understand the concept of the ATP check Explain the fundamentals of the ATP check Activate the ATP check in Sales and Distribution Explain the specific aspects of the ATP check in Sales and Distribution Configure the Customizing settings for the ATP check Interpret the results of the ATP check in Sales and Distribution Explain how the availability check for material components is carried out and controlled on the basis of the ATP quantity Interpret the results of the availability check Check availability based on the ATP quantity for stock transport requisitions. stock postings.. and interpretation of the ATP check in detail. In real-life scenarios. 1 ....... Unit Objectives After completing this unit. this is the method most commonly used. All rights reserved.

.... 65 Exercise 4: Shortage Check .. 2009 .................... 89 Lesson: ATP Check in Manufacturing.......................132 Exercise 6: ATP Check in Materials Management ................109 Lesson: ATP Check in Materials Management .................................................................... 35 Exercise 2: Activating and Selecting the Check Method ...........................103 Exercise 5: ATP Check in Manufacturing ............................................ All rights reserved......Unit 1: Availability Check Based on ATP Quantity SCM671 Exercise 1: ATP Check in Order and Delivery ...... 51 Exercise 3: Controlling the ATP Check ..........139 2 © 2009 SAP AG......................

SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Lesson: ATP Check Using the Example of Sales and Distribution Lesson Overview In this lesson. Lesson Objectives After completing this lesson. So that you can reliably confirm a delivery. 2009 © 2009 SAP AG. you will learn about the ATP check together with the sales order and outbound delivery in more detail. It discusses the concept of the ATP check along with how to interpret the results and configure the Customizing settings. availability has to be checked on the basis of the ATP quantity as part of order processing and generating the outbound delivery. you will be able to: • • • • • • Understand the concept of the ATP check Explain the fundamentals of the ATP check Activate the ATP check in Sales and Distribution Explain the specific aspects of the ATP check in Sales and Distribution Configure the Customizing settings for the ATP check Interpret the results of the ATP check in Sales and Distribution Business Example When you create a sales order. 3 . you can confirm delivery of the goods on the requested delivery date only if they are available for all processing activities before the delivery is issued. All rights reserved.

the requirement can be confirmed. The ATP check informs the user whether all required materials are available for sales or shipping. 4 © 2009 SAP AG. reservations. stock transport scheduling agreements. outbound deliveries. planned orders. subcontracting items for purchase orders. The aim is to provide reliable delivery confirmations. and stock postings. and dates for the customer (both internal and external customers). production. it prevents the required material from being displayed as available for other requirements. service orders. customer requirements or component requirements in manufacturing) are checked against the “cumulated ATP quantity” for the requirement date. to confirm materials. and goods movements. At the same time. the requirement reduces the cumulated ATP quantity. quantities. in other words. stock transport orders. At the same time. If the cumulated ATP quantity for the requirement date is sufficient.Unit 1: Availability Check Based on ATP Quantity SCM671 Concept of the ATP Check Figure 1: Concept of the ATP Check The ATP availability check is a function that can be executed for: sales documents. The quantity is therefore “reserved” for the requirement and is not available for other requirements. stock transport requisitions. All rights reserved. The basic concept of the check based on the ATP quantity is summarized as follows: Incoming requirements (for example. You can use the Customizing settings to specify the stocks and stock changes that are taken into account when the ATP quantity is calculated and availability checked. 2009 . production orders.

the system confirms the required material and quantity for the required date. The system can branch to the Availability Control screen or automatically select the delivery proposal specified in the Customizing settings for Availability Check Default Values. Note: Fix Quantity/Date: If the customer or order processor accepts the delivery date and quantity proposed and confirmed by the system. the system response is dependent on the Customizing settings. In this case. The result is a confirmed schedule line in the sales order. However. the delivery date and confirmed quantity are not fixed. the delivery quantity and date may also be negatively affected. The system then transfers the requirement to materials planning so that the confirmed date and quantity can be met. this quantity and date can be fixed. If materials can be either produced or procured more quickly. that is. 2009 © 2009 SAP AG. the user does not notice the availability check. and if possible. If the availability check is unsuccessful. On the Availability Control screen. proposes an alternative delivery. earlier than the date confirmed by the system. If you do not select the Fix Qty/Date field. The date and quantity originally required are not forwarded to materials planning. you may be able to deliver the materials closer to the required delivery date. 5 . All rights reserved.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Interpreting the Results of the ATP Check Figure 2: Availability Check If the availability check for the order is successful. the system informs the user of the quantities that can be confirmed as required and those that cannot be confirmed as required.

Unit 1: Availability Check Based on ATP Quantity

SCM671

Figure 3: Default Values in Customizing

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

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SCM671

Lesson: ATP Check Using the Example of Sales and Distribution

Figure 4: Order Schedule Lines

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

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

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You can set the complete delivery indicator in the sold-to party master record, and this is then transferred to the document header of the sales document. It specifies that a document and all of its items must be delivered in full. The partial delivery indicator for the document items can be proposed from the sold-to party master record or the customer material info record. 1. The information in the customer material info record takes precedence. It refers to the full or split delivery of several schedule lines for an item. The following partial delivery agreements are possible at item level: • • • • • _ Partial delivery allowed A Create a delivery with qty greater than zero B Create only one delivery (also with quantity = 0) C Only complete delivery allowed D No limit to subsequent deliveries

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

Figure 6: Analyses for the Availability Check

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SCM671

Lesson: ATP Check Using the Example of Sales and Distribution

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

Figure 7: Digression: Material View and Enhanced Material Search

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

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

Using the ATP Check in Sales and Distribution

Figure 8: Using the ATP Check in the Sales Process

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

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MRP group. schedule line category. Whether the material or operation is relevant for the check depends on the various Customizing objects and parameters.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Figure 9: Activating the Availability Check So that the availability check is carried out as part of document processing for sales and outbound deliveries. strategy group. 11 . requirement type. the availability check can be activated only for specific materials or material groups. The following objects may be relevant: requirement class. this function must be “activated. or for selected operations. strategy. checking group. and MRP type.” If necessary. delivery item category. 2009 © 2009 SAP AG. as well as the corresponding fields in the material master record. All rights reserved.

For sales documents. the availability check must also be active in the relevant schedule line categories. you also have to decide which check method to use. All rights reserved. Figure 11: Activating and Selecting the Check Method If an ATP check is expressly intended. for outbound delivery documents. 2009 . If an availability check is not intended at the level of the requirement 12 © 2009 SAP AG. it is essential that the availability check is activated in the method at the level of the requirement class.Unit 1: Availability Check Based on ATP Quantity SCM671 Figure 10: Deciding on the Check Method Once you have decided whether availability has to be checked. it must be active in the relevant delivery item categories.

2009 © 2009 SAP AG. The checking group is defined in the material master and groups materials in terms of the requirements transfer and the ATP check. The requirement class is determined using the requirement type for the customer requirement. Figure 12: Determining the Requirement Class in Relation to the Material Whether an availability check is carried out may be dependent on the material or operation. Determining the requirement class using the material: • First. it cannot be activated at schedule line or item level. A requirement type for customer requirements is determined using the strategy. the system uses the material type instead of the MRP group to determine the strategy group (the material type has to be maintained as the MRP group). an attempt is made to determine a strategy using the strategy group from the material master. 13 . the MRP group is used to determine it. However: If the availability check is active at the level of requirement classes. the ATP check can be activated and deactivated using the checking group. it can still be deactivated at schedule line or delivery item level. • • The availability check for the requirement class is then activated in the required method. All rights reserved. Consequently. In addition. If the MRP group is not defined. If the strategy group is not maintained. You can define this using the requirement class. there is an additional option of activating and deactivating the ATP check in relation to the material.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution class.

14 © 2009 SAP AG. Note: The Source field can be used to choose an alternative search strategy. If this is not possible.Unit 1: Availability Check Based on ATP Quantity SCM671 Figure 13: Determining the Requirement Class in Relation to the Operation Determining the requirement class using the operation: • If a requirement class cannot be determined using the material. the operation is not relevant for the availability check. the system attempts to determine a requirement type or class using only the item category. the system attempts to determine a requirement type or class using the item category (document) and the MRP type (material master). All rights reserved. You also have the option to prioritize the determination of the requirement type/class using transactions. 2009 . • If all of the attempts to determine a requirement class fail or if the availability check is deactivated for the requirement class determined.

Use of the item that is implemented within the program for specific business transactions and functions 4. 15 . Item category of a higher-level item (in the case of a subitem) 2009 © 2009 SAP AG.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Figure 14: Automatically Determining the Schedule Line Category If an ATP check is to be carried out in the sales document. it must be active in the relevant schedule line categories. it tries to determine the schedule line category using the key combination of item category and MRP type. In each case. automatically determining the schedule line category is therefore based on the order item category that was previously determined. The system uses two steps to automatically determine the schedule line category to control the order schedule lines: First. Order type of the document 2. All rights reserved. the system then finds the schedule line category using only the item category. This is determined on the basis of the following criteria: • • • • 1. Item category group from the material master record 3. If a schedule line category is not found.

The system cannot copy an (order) item category for order-independent items in the delivery (for example. the system copies the key of the order item category to the delivery item. you can deactivate the availability check for delivery items. To determine the item category. 16 © 2009 SAP AG. the system determines an item category for the delivery according to the assignments specified in Customizing. packaging material in the delivery) or for a delivery without a reference to an order (for example. Additional use is set internally for some functions. 2009 . delivery type LO). the system takes into account the delivery type as well as the item category group (from the material master of the item). Determining the item category in the delivery is very similar to determining the item category in the order. All rights reserved. The item category of a delivery item is determined as follows: When you copy an order item to a delivery. In this case.Unit 1: Availability Check Based on ATP Quantity SCM671 Figure 15: Determining the Delivery Item Category In Customizing for the delivery item category.

The ATP check is successful if a sufficient. The ATP check in SAP ECC is accurate to the day. and requirements information. cumulated requirements and confirmed quantities can be taken into account. Issues always try to consume the most recent receipt first. To consolidate your understanding of the ATP check. the system calculates and displays the cumulated ATP quantity from today to a given point in the future. receipt. The scope of the ATP quantity is defined individually for each company based on the operation or product (scope of check). The check can be carried out regardless of whether the replenishment lead time is used. The basic check level is at plant or storage location level. 17 . and requirement information necessary to calculate the ATP quantity. along with the stock. as well as the relevant points in time. 2009 © 2009 SAP AG. Programming dictates that the system always attempts to fulfill requirements with the most recent receipt.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Controlling the ATP Check Figure 16: Check Logic The basic check logic of the ATP check is hard-coded and cannot be changed in Customizing. cumulated ATP quantity is available on the material availability date. All rights reserved. You can display the stock. On the basis of this logic. in a time series. When the check is carried out. receipt. here is a summary of the most important points: • • • • • • • The ATP check is successful if a sufficient (cumulated) ATP quantity is available on the material availability date. and your time points.

the material group. can again depend on the material. that is. and the operation. 2009 .” For the ATP check. All rights reserved. This defines the ATP quantity calculation and the level of the check. The checking group is one feature of determining the “availability check control. and determines whether the ATP check is carried out with or without the replenishment lead time.Unit 1: Availability Check Based on ATP Quantity SCM671 Figure 17: Controlling the ATP Check The type and scope of the ATP check is defined in Customizing for “Availability Control”. 18 © 2009 SAP AG. Figure 18: Selecting Check Control The “availability control”. the type and scope of the ATP check.

customer requirements or component requirements in manufacturing) is checked against the cumulated ATP quantity. checking rule A is assigned to the sales document and checking rule B is assigned to the delivery document. The stocks and stock changes that are taken into account when the ATP quantity is calculated and the availability is checked depend on the scope of the check.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution materials are grouped using the checking group. the requirement can be confirmed. whereby a specific checking group is assigned to the required materials in the material master. At the same time. ATP Quantity The basic concept of the check based on the ATP quantity is summarized as follows: The requirement date of incoming requirements (for example. The document processor can display the check scope of a document when processing the document. The assignment of document type and checking rule is hard-coded in the “Sales and Distribution” application. However. New checking groups can be defined in Customizing if necessary. The quantity is therefore “reserved” for the requirement and is not available for other requirements. The second feature for determining the “availability check control” is the checking rule. This is defined in Customizing Figure 19: Defining the Scope of Check 2009 © 2009 SAP AG. 19 . This is used to distinguish operations in terms of the ATP check. If the ATP quantity for the requirement date is available. All rights reserved. company-specific requirements can be modeled in the “Sales and Distribution” application using the user exit RV03VFZZ. a confirmed requirement reduces the cumulated ATP quantity. In general.

the checking rules dictate that the availability check in sales documents is to include both sales and delivery requirements. consignment processing. Receipts/issues: purchase orders. As a result. dependent requirements. and blocked stock. the scope of the product availability check can be defined in much greater detail using ATP categories. Since various. reservations. In Customizing for the “availability check control. If. stock in quality inspection. there is a danger that quantities already “reserved” by sales documents may be displayed as available for the availability check of deliveries. there may be planned receipts that were expected in the past.” you also define the scope of the check. That is. In either case. there may be a backlog of sales documents in some cases.Unit 1: Availability Check Based on ATP Quantity SCM671 In the “availability check control. but that the availability check in deliveries is to include delivery requirements only. and delivery requirements. availability is checked against the special stock using the specified scope of check in conjunction with the respective special stock indicator from the requirement class. production orders. they are still planned receipts with a planned receipt date in the past. and planned receipt elements are included in the ATP quantity calculation. 20 © 2009 SAP AG. you can activate an additional warning message for the user. For operations that generate special stocks (such as make-to-order production. for example. safety stock. Receipts in the past: If planned receipts are included in the ATP quantity calculation. At present. 2009 . or returnable packaging processing). dependent reservations. sales requirements. they must be consistent along the process chain. All rights reserved. However.” you can now decide whether this receipt element is to be included in the ATP quantity calculation. These receipt elements should already have been added to stock. purchase requisitions. you specify which stock segments. Note: In SAP SCM APO. planned orders. the following situations may arise. operation-based scopes of check can be defined. The following elements can be included in the availability check: • • Stocks: unrestricted-use stock. planned requirements. stock in transfer.

availability is checked in the plant of the order item. However. an additional check is carried out at batch level.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Check Level of the ATP Check Figure 20: Where Is ATP Checked? Availability for sales documents and deliveries is generally checked at plant and storage location level. 1 tab page) If you enter the delivery plant manually during order processing. All rights reserved. In sales documents. your entry will overwrite the default value for location determination. the check is carried out in this storage location only. Customer-material info record (detailed view) 2. Any master data in which the delivery plant can be defined is accessed in the following sequence: • • • 1. If the material is handled in batches. Material master record (Sales: Sales Org. you can configure the Customizing settings to deactivate the check at storage location level. The plant is usually determined automatically (location determination) based on the master data. Caution: Availability for a sales document item is checked in the delivery plant of the item. cross-plant availability check is not 2009 © 2009 SAP AG. if a storage location is defined in the order item and the storage location check is active. Customer master record of the goods recipient (Sales Data: Shipping tab page) 3. 21 . An automatic.

the Other Plant option on the availability control screen of the order allows you to manually include multiple plants in the availability check. Caution: The organizational level with the lowest ATP quantity determines the result of the check. 2009 . If material is issued from sales order stock or project stock. see course SCM 670 Global Available-to-Promise). if the issue refers to a batch or storage location. plant/storage location. and finally against the plant stock. 22 © 2009 SAP AG. availability is checked at different levels. The availability check of sales documents is therefore specific to a storage location only if the storage location is specified with the document item either manually or by configuring the system. the additional check at plant level is not carried out since this storage location stock is not included in the plant stock. if a batch is specified. Note: Besides determining locations in the ECC system based purely on master data as described above. receipts.Unit 1: Availability Check Based on ATP Quantity SCM671 available in SAP ERP. Availability for deliveries is checked at the level of the delivery plant or storage location of the delivery item if the check at storage location level is active. The storage location is not automatically determined in sales documents. batch and storage location stocks must be included along with the plant stock. if a requirement applies only to a plant. Depending on the attributes of the requirement (plant. plant/storage location/batch). This allows you to check availability automatically and across plants. the check is carried out on four levels: first against the batch storage location. plant/batch. then against the batch. then against the storage location. and issues to plant view. A two-level check is not carried out. Note: If the storage location is excluded from materials planning or is planned separately. Sales order stocks and project stocks are managed separately in the system and are not included in the plant stock. All rights reserved. not only the delivery plant of the item. If a batch and a storage location are specified. The storage location can be and generally is determined automatically in deliveries. For example. However. For example. the check is carried out on two levels: first against the batch and then against the plant stock. However. it is sufficient to restrict the stocks. you can also use the SCM APO system to determine locations and check availability based on rules (for more information. the check is carried out for this individual stock only.

even if the requirement contains storage location information. Note: If a storage location is excluded from materials planning or is planned separately. the result is as follows: Requirement 1 in the amount of 1. availability is checked at plant level. If the No Stor. The requirement must always contain plant information. All rights reserved. Inspectn indicator is set. availability is checked at the level of the storage location.200 pieces can be confirmed in full. If this is not the case. 500 pieces are obtained from receipt 1 and the remaining 700 pieces are removed from the plant stock. This assumes however. the check is carried out at plant level only. Figure 22: Example: Checking at Plant Level Once the ATP quantity has been checked. Loc. the check at storage location level can be deactivated in the “Storage Location Inspection” area. This is the case. To confirm this requirement. 2009 © 2009 SAP AG. Loc. that the requirement contains storage location information. Inspectn indicator is not set. The plant stock can still provide an ATP quantity of 300 pieces for future requirements. 23 . the check without storage locations cannot be activated.”. If the No Stor.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Figure 21: Customizing the Check Level In Customizing for the “availability check control.

Unit 1: Availability Check Based on ATP Quantity SCM671 Figure 23: Example: Checking at Storage Location Level The plant stock of 1. At present. All rights reserved. Requirement 2 is therefore confirmed in the amount of 300 pieces. 2009 . If the system confirmed the full requirement quantity of 500 pieces. Time of the ATP Check Figure 24: For which point in time is the ATP check carried out? 24 © 2009 SAP AG.000 pieces comprises the stock in storage location 1 in the amount of 800 pieces and the stock in storage location 2 in the amount of 200 pieces. Requirement 2 for 500 pieces is to be removed from storage location 1. Requirement 2 still cannot be confirmed in full since only 300 pieces of plant stock are available at plant level. the availability of confirmed issue 1 (for which the issue storage location is not specified and that removes items from the plant stock) would be compromised since it would be 200 pieces short. this storage location contains 800 pieces.

the requested delivery date cannot be confirmed. Therefore. the customer’s requested delivery date is used to calculate the material availability date and the transportation lead time. the material availability date is calculated (by examining the latest point in time at which the material must be available in the warehouse so that there is sufficient time remaining for the shipping process. The outbound delivery must be created at the earliest of the two dates (selection date for the outbound delivery). First. The material must be available on the material availability date since only then can the shipping process begin. The date of the schedule line displays the confirmed delivery date. and so that the goods can be delivered to the customer on the required delivery date). 2009 © 2009 SAP AG. which is the same as the customer’s requested delivery date. If both dates are after the date on which the order was created and the material is available on the material availability date. the system attempts to determine the next possible delivery date (forward scheduling). If one of the two dates is before the order date or if the material is not available on the material availability date. the customer’s requested delivery date can be confirmed.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution The availability check is based on the material availability date. 25 . All rights reserved. Figure 25: Backward Scheduling For backwards scheduling. A schedule line is created for the sales document item. The availability check in the order presupposes delivery and transportation scheduling.

the system generally continues scheduling using forward scheduling. All rights reserved. Forward scheduling takes into consideration the time parallels of the work flows for transportation planning and picking/packing of materials.Unit 1: Availability Check Based on ATP Quantity SCM671 Figure 26: Forward Scheduling If the result of backward scheduling means that the delivery date required by the customer cannot be confirmed. The earliest date on which the material is available in the warehouse is the new material availability date. 26 © 2009 SAP AG. The selection date of the outbound delivery is the earlier of the material availability or the transportation planning dates. The longer of these two periods is relevant for scheduling. 2009 . This is the starting point for new delivery scheduling.

As a result. minute. and progressive) Bucket limits can be managed in UTC or in summer time for the local time zone in the respective location. The exact times (hour.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Figure 27: Periodicity of the ATP Check The ATP check in SAP ECC is accurate to the day. Occasionally this leads to shortages. all receipts are technically available at the start of the day. Note: SAP SCM APO can be adjusted to meet the customer’s requirements: • • • • Separate definition of receipt and issue buckets (move receipts) Daytime availability check (= several buckets per day) Evaluation logic of the ATP time series (bucket logic: conservative. and second) of the planned requirements and planned receipt elements are not taken into account. 27 . The relevant elements are cumulated for each day and evaluated at the start of the day. All rights reserved. totally conservative. The day begins at 00:00 and ends at 00:00 in the time zone of the plant (local time) in which the ATP check takes place. although they may actually be available only later in the day. 2009 © 2009 SAP AG.

In this case. If the material availability date is within the replenishment lead time. and thus leads to a shortage. If the material availability date for the item when calculated from the current date is outside the replenishment lead time. (For single and daily requirements.” you specify whether the ATP check is to be carried out with or without the replenishment lead time. The availability check that uses the replenishment lead time only produces meaningful results if you plan in regular intervals. the system assumes that any required quantity can be confirmed up to the material availability date and considers the goods to be available. This shortage could then prevent the delivery from being created. ATP Check Without the Replenishment Lead Time 28 © 2009 SAP AG. In the “availability check control. The requirement is confirmed at the latest at the end of the replenishment lead time.Unit 1: Availability Check Based on ATP Quantity SCM671 ATP Check Taking into Account the Replenishment Lead Time The replenishment lead time is the time required to order or produce the requested material and to provide it in the company. the item can always be confirmed. for example. you should plan on a weekly basis). Figure 28: Check Taking into Account the Replenishment Lead Time ATP Check Including the Replenishment Lead Time Availability is checked only until the end of the replenishment lead time. They can therefore be contractually promised to the customer. you should plan on a daily basis. checks are carried out on the basis of the ATP quantity. All rights reserved. The confirmed quantities are then compared with receipts. This is necessary because the delivery date of an order that was confirmed on the day before the replenishment lead time already lies within the replenishment lead time on the current day. 2009 . For weekly requirements.

All rights reserved. Note: For an explanation of the different results for the end of the replenishment lead time on the Availability Control and Availability Overview screens. the time maintained in this field is used for the availability check. see SAP Note 100291. it is not useful to maintain the Total RLT field. So that the replenishment lead time can be calculated correctly. it can be calculated from different time periods. For materials procured externally. the following options are available. the system carries out an unrestricted availability check. 29 . The system calculates the replenishment lead time using specific times that you define in the material master record and in Customizing. If the Total RLT field (MRP 3 View) is maintained. if available. that is. the system reads the in-house production time (MRP 2 view) and. If the Total RLT field is not maintained. For materials produced in house. Depending on the procurement type. Figure 29: Calculating the Replenishment Lead Time The replenishment lead time is the time required to procure or produce the material in full. For external procurement. the goods receipt processing time (MRP 2 view) and interprets the total of these two times as the replenishment lead time for the availability check. you must enter the necessary times in the material master record and in Customizing.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution If the replenishment lead time is not taken into account during the availability check. the total of the purchase processing time (Customizing: Materials Management → Purchasing → Purchase Requisition → Processing 2009 © 2009 SAP AG. using all BOM levels.

To correct the overconfirmation. All rights reserved. 2009 . which is maintained in calendar days. A new order created in this situation might also be confirmed because of the postponed receipt and thus lead to an overconfirmation. Since these functions require a lot of time. you can execute a planning run. but also checks whether the total requirements and 30 © 2009 SAP AG. planned delivery time (MRP 2 view). The shortage check prevents the scenario described above from occurring since when it is active. the sales order confirmation is retained even though there is not enough stock to cover the requirement. If there is a planned receipt based on the material availability date of the sales order in the past. or process a backorder. reschedule.Unit 1: Availability Check Based on ATP Quantity SCM671 Time). Note: All times are maintained as working days. the system not only confirms past receipt elements on the basis of the available ATP quantity. the system checks whether there are receipt elements with an ATP quantity that is still free. and goods receipt processing time (MRP 2 view) is always interpreted as the replenishment lead time for the availability check. Concept of the Shortage Check Figure 30: Shortage Check Checking availability without taking into account the cumulated. If the planned receipt is then postponed to any date after the confirmation date. Based on the material availability date of the sales order in the past. it is possible that orders whose entry dates indicate that they cannot be delivered are actually delivered. This is because changing the receipt does not automatically change the order. with the exception of the planned delivery time. confirmed quantity or requirement quantity (shortage check) may lead to overconfirmation. it is used to confirm the order requirement.

confirmed quantities: When calculating the cumulated ATP quantity. 31 . the second order cannot be confirmed. no confirmation can be made as part of the ATP check. Check taking into account the cumulated requirement quantities: When calculating the cumulated ATP quantity. the system takes into account the total of all previously confirmed quantities. • • 2009 © 2009 SAP AG. In our example. In addition. Figure 31: Activating the Shortage Check You can activate the shortage check in Customizing for the checking group. an information message can be activated to inform the user about the shortage situation (checking group. the system takes into account the total of all requirement quantities open to date. This means that new sales orders can be confirmed only if the total receipts exceed the confirmed quantities. If confirming a new requirement means that the total number of requirements or confirmations in the system exceeds the stock and receipt elements. We recommend that you work with cumulated requirement quantities when you create sales orders (checking group. parameter 1).SCM671 Lesson: ATP Check Using the Example of Sales and Distribution confirmations exceed the total stock and receipt elements. • • No shortage check Check taking into account the cumulated. This means that new sales orders can be confirmed only if the total receipts exceed the total requirement quantities. parameters 1 and 3). All rights reserved. field Response. field Accumul. parameter 2 or 3). field Accumul. The following options are available. confirmed quantities when you change sales orders (checking group. We recommend that you work with cumulated.

you specify whether a material master record is blocked for other users during the availability check for each checking group and call (order/delivery/material reservation). If all five attempts fail. the system waits for one second before making five attempts to lock the material exclusively for the second operation. It is thereby possible that several users can process the same material at the same time within different operations without blocking each other. The block is set at material-plant level and remains until you save the sales document. the confirmed quantities are locked. If this is not the case in your organization.Unit 1: Availability Check Based on ATP Quantity SCM671 Figure 32: Digression: Lock Logic So that the results of the availability check are consistent. a material has to be locked for other users or checks during the availability check. There are two different lock concepts: Material block: In the IMG activity Define Material Block for Other Users. If another user attempts to process the locked material in the corresponding plant while the availability check is being carried out. the material is only locked during the availability check when a sales document is created or changed. Once 32 © 2009 SAP AG. All rights reserved. you can set the material block with quantity transfer in the IMG activity Define Checking Groups. although not exclusively. In Customizing. Once the check is complete. The non-exclusive quantity block then informs users processing other operations about the reserved quantities of the respective material that are currently in process in the selected plant. The material block is reset. Material block with quantity transfer: For performance reasons. the check is canceled and the operation remains unconfirmed. 2009 . it is useful to set the material block with quantity transfer only if multiple users often block the same material at the same time. If this lock is active. To confirm the operation. the material used is locked exclusively in the current plant in the same way as the standard lock. During the availability check. the user must then call the availability check again. you can work with the standard lock logic at material-plant level.

a material with a quantity lock is locked exclusively so that the availability of this material cannot be checked during this time. If the processed operation has been saved. 33 . All rights reserved. the lock with the quantity transfer takes priority. Note: If both lock options are active. the lock entries are reset.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution processing is complete. 2009 © 2009 SAP AG. During manual backorder processing. the lock entries are reset only once the corresponding changes have been made to the database.

Unit 1: Availability Check Based on ATP Quantity SCM671 34 © 2009 SAP AG. All rights reserved. 2009 .

” 1. the system remains in order entry on the Availability Control screen. Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity 2. All rights reserved.000 meters of “twisted conductor cable. Enter the sales order. Nuremberg orders 3. Task 1: Omega Soft-Hardware. Familiarize yourself with this check method. What quantity can be confirmed for the requested delivery date? ___________________________________________________________ Continued on next page 2009 © 2009 SAP AG. you will be able to: • Carry out the ATP check in the sales order and the outbound delivery • Interpret the results of the ATP check Business Example Your company wants to check availability using ATP logic for orders and outbound deliveries. 35 . Hint: If you have already left the Availability Control screen.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Exercise 1: ATP Check in Order and Delivery Exercise Objectives After completing this exercise. you can return to it by choosing Check Availability Item. In which plant is availability checked? ___________________________________________________________ 3. Learn how to carry out the ATP check and interpret the results in the application. OR T-L64A## ## Order 1 One week from today 1200 T-AC1## 3000 Since the material is not available as required.

What other delivery proposals does the system make? ___________________________________________________________ ___________________________________________________________ 5. Enter this order as well.Unit 1: Availability Check Based on ATP Quantity SCM671 4. Motorrad Markt in Stuttgart requires 500 meters of T-AC1##. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC1## in plant 1200. Enter the second sales order. Order Type Sold-to Party PO Number OR T-S50B## ## Order 2 Continued on next page 36 © 2009 SAP AG.000 meters is possible at a later date. Explain why only 2. 1. All rights reserved. ___________________________________________________________ Task 2: Display the schedule line(s) of the order you just created. Determine the following data: Delivery date: Order quantity: Confirmed quantity: Task 3: After Omega Soft-Hardware. Nuremberg has placed an order. 2009 . 1. Scope of check:__________________________________________________ ___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________ 6. Make a note of the document number. Choose the delivery proposal One-Time Delivery on requested date and save the order.000 meters can be confirmed on the requested date but delivery of 3. a second order for material T-AC1## is placed in the order center.

All rights reserved. Hint: If you have already left the Availability Control screen. 4. Choose the delivery proposal Delivery Proposal and save the order.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Requested Delivery Date Delivery Plant Material Order Quantity 2. Scope of check:__________________________________________________ ___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________ 6. Explain the delivery proposal. 37 . Today or as soon as possible 1200 T-AC1## 500 Since the material is not available as required for this order either. In which plant is availability checked? ___________________________________________________________ 3. Make a note of the document number. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC1## in plant 1200. the system remains in order entry on the Availability Control screen. What quantity can be confirmed for the requested delivery date? ___________________________________________________________ Which other delivery proposal(s) does the system make? ___________________________________________________________ ___________________________________________________________ 5. you can return to it by choosing Check Availability Item. ___________________________________________________________ Continued on next page 2009 © 2009 SAP AG.

Display the supplying plant for the order item. They do not want to wait two months for delivery. Check availability for the order or order item again. 7.Unit 1: Availability Check Based on ATP Quantity SCM671 Task 4: Motorrad Markt in Stuttgart is putting pressure on you. 6. Since delivery plant 1400 Stuttgart is closer to the customer. 4. Delivery Date Today Today plus 3 working days Order Quantity Confirmed Quantity 8. Which delivery plant is now shown in the order item? ___________________________________________________________ Display the schedule line(s) for the order item. even though the material is available in delivery plant 1400 Stuttgart today? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ 9. Save the changed order. 2009 . Why can the requested delivery date (today) of the order item not be confirmed. 1. All rights reserved. check the availability again and check the plant in which the system “automatically” checks material availability. How is the plant in which availability is checked defined in the sales order? 3. Continued on next page 38 © 2009 SAP AG. 5. For the second order. Check whether it is possible to deliver the goods to the customer from another plant on an earlier date. you decide to deliver the goods from Stuttgart. ___________________________________________________________ 2. ___________________________________________________________ Check whether you can deliver the order item from another plant on an earlier date.

Change the material availability date of the delivery item back to today and the delivery quantity back to 500 meters. Is it possible? Can you also confirm 2.000 meters. Change the material availability date of the delivery item to today plus 3 months and increase the delivery quantity to 1. Now check the cumulated ATP quantity of material T-AC1## in plant 1400 and storage location 0001. 6. Then save the outbound delivery. 4. Stuttgart. Is it possible? If not. First check whether the availability of the delivery item is checked at plant level or at plant and storage location level. What cumulated ATP quantity is there today? What is the cumulated ATP quantity in 3 months? Cumulated ATP quantity today:_________________________________ Cumulated ATP quantity in 3 months:___________________________ 8. Call the availability check for the outbound delivery again. Make a note of the document number. Increase the delivery quantity of the delivery item to 1. Outbound delivery:______________________________________________ 2009 © 2009 SAP AG. 1. 2.000 meters for the new material staging? ___________________________________________________________ ___________________________________________________________ 9. All rights reserved. Change the delivery quantity of the delivery item back to 500 meters. why? ___________________________________________________________ ___________________________________________________________ 3. Delivery plant:_____________________________________________ Picking location:______________________________________ 5. Now analyze the availability check for the delivery item. Check the delivery plant and storage location from which the delivery item is to be delivered. Do not save the delivery yet. Deliver the order for Motorrad Markt.500 meters. ___________________________________________________________ 7.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Task 5: Start the shipping process for the order with order number ## Order 2. 39 .

Enter the sales order. Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity a) OR T-L64A## ## Order 1 One week from today 1200 T-AC1## 3000 Logistics → Sales and Distribution → Sales → Order → Create Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 1 One week from today 1200 T-AC1## 3000 2. Since the material is not available as required. Hint: If you have already left the Availability Control screen. All rights reserved. 2009 .” 1. Nuremberg orders 3. you can return to it by choosing Check Availability Item.Unit 1: Availability Check Based on ATP Quantity SCM671 Solution 1: ATP Check in Order and Delivery Task 1: Omega Soft-Hardware. In which plant is availability checked? ___________________________________________________________ a) Plant 1200 Continued on next page 40 © 2009 SAP AG.000 meters of “twisted conductor cable. the system remains in order entry on the Availability Control screen.

000 meters can be confirmed on the customer's requested delivery date.000 meters being delivered in approximately two months. 5. Explain why only 2.000 meters is possible on the requested date. 41 . Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC1## in plant 1200. 4. In addition.000 meters is possible at a later date. What other delivery proposals does the system make? ___________________________________________________________ ___________________________________________________________ a) The system suggests a complete delivery in approximately two months. with the remaining 1.000 meters can be confirmed on the requested date but delivery of 3. All rights reserved. Scope of check:__________________________________________________ ___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ Continued on next page 2009 © 2009 SAP AG. What quantity can be confirmed for the requested delivery date? ___________________________________________________________ a) A one-time delivery in the amount of 2.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution 3. 2.

On the material availability date of the requirement. Display the details. When the ATP quantity is calculated. choose Edit → One-Time Delivery. On the Create Standard Order: Overview screen. a maximum of 2.Unit 1: Availability Check Based on ATP Quantity SCM671 ___________________________________________________________ a) On the Availability Control screen. up to 3. Since you are displaying the “Availability Overview” from order processing. Make a note of the document number. Determine the following data: Continued on next page 42 © 2009 SAP AG. As a result. To do so. Choose the delivery proposal One-Time Delivery on requested date and save the order. ___________________________________________________________ a) b) On the Availability Control screen.000 meters can consequently be confirmed. the order is displayed on the material availability date as a “simulated requirement” in the amount of 3. b) Task 2: Display the schedule line(s) of the order you just created. Therefore. All rights reserved. choose Scope of Check. Furthermore. 1. there is a purchase order of 1. From the Availability Control screen. After the planned receipt.000 meters is available. the “cumulated ATP quantity” for the planned delivery date of the order is 3.000 meters can be confirmed on the requested date.000 meters of material T-AC1## for plant 1200.000 meters. choose Sales Document → Save. 6. Close the Display Scope of Check screen. purchase orders are taken into account along with other planned receipts. only a “cumulated ATP quantity” of 2. This “cumulated ATP quantity” results from the plant stock of the material. 2009 . call the Availability Overview screen.000 meters. The planned delivery date of the order is in approximately two months. choose Settings → All Details.

Motorrad Markt in Stuttgart requires 500 meters of T-AC1##. Enter the second sales order. b) On the Display Standard Order: Overview screen. choose Goto → Item → Schedule Lines. All rights reserved. 1. 43 . Nuremberg has placed an order. Order Type Sold-to Party PO Number Requested Delivery Date OR T-S50B## ## Order 2 Today or as soon as possible Continued on next page 2009 © 2009 SAP AG. a second order for material T-AC1## is placed in the order center. Delivery date: Order quantity: Confirmed quantity: One week from today 3000 2000 Task 3: After Omega Soft-Hardware. step 6 or find the order with the PO number ## Order 1. Enter this order as well.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Delivery date: Order quantity: Confirmed quantity: a) Logistics → Sales and Distribution → Sales → Order → Display Order: Enter the order number from task 1.

In which plant is availability checked? ___________________________________________________________ a) Plant 1200 3. What quantity can be confirmed for the requested delivery date? ___________________________________________________________ a) No confirmation can be made on the requested date.Unit 1: Availability Check Based on ATP Quantity SCM671 Delivery Plant Material Order Quantity a) 1200 T-AC1## 500 Logistics → Sales and Distribution → Sales → Order → Create Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-S50B## ## Order 2 Today or as soon as possible 1200 T-AC1## 500 2. 5. All rights reserved. the system remains in order entry on the Availability Control screen. Explain the delivery proposal. Hint: If you have already left the Availability Control screen. Since the material is not available as required for this order either. 4. Scope of check:__________________________________________________ Continued on next page 44 © 2009 SAP AG. you can return to it by choosing Check Availability Item. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC1## in plant 1200. 2009 . Which other delivery proposal(s) does the system make? ___________________________________________________________ ___________________________________________________________ a) The system suggests delivery in approximately two months.

On the Create Standard Order: Overview screen. b) Task 4: Motorrad Markt in Stuttgart is putting pressure on you. Choose the delivery proposal Delivery Proposal and save the order. choose Settings → All Details. choose Sales Document → Save. the “cumulated ATP quantity” is 0. call the Availability Overview screen. As a result of the planned receipt. with a planned delivery date in approximately two months. 45 . choose Scope of Check. Check whether it is possible to deliver the goods to the customer from another plant on an earlier date. choose Edit → Delivery Proposal. Today. purchase orders are taken into account along with other planned receipts. When the ATP quantity is calculated.000 meters of material T-AC1## for plant 1200. the order today (material availability date) is displayed as a “simulated requirement” in the amount of 500 meters.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution ___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________ a) On the Availability Control screen. ___________________________________________________________ a) b) On the Availability Control screen. All rights reserved. 1. there is a purchase order of 1. For the second order. Make a note of the document number. From the Availability Control screen. Continued on next page 2009 © 2009 SAP AG. They do not want to wait two months for delivery. To do so. Confirmation is therefore not possible on the requested date. The ATP quantity of the plant stock has been used when the first order was confirmed. Since you are displaying the Availability Overview from order processing. Close the Display Scope of Check screen. Therefore. check the availability again and check the plant in which the system “automatically” checks material availability. the “cumulated ATP quantity” for the planned delivery date of the order is 1000 meters. Display the details. the requirement of 500 meters can be confirmed in approximately two months. However. 6.

choose Goto → Other Plants. choose Edit → Check Availability. 2009 . The requested quantity can be confirmed in both plants for the required date (today). 6. Display the schedule line(s) for the order item. Which delivery plant is now shown in the order item? ___________________________________________________________ a) On the Change Standard Order: Overview screen. On the Availability Control screen. Continued on next page 46 © 2009 SAP AG. 4. The system checks availability in the delivery plant of the order item. and choose Check Plant. Check availability for the order or order item again. a) Select the item “Plant 1400 Stuttgart” and choose Goto → Adopt Plant. The item is now delivered from plant 1400 Stuttgart. Navigate to the screen “Change Standard Order: Overview” and choose the tab page “Shipping”.Unit 1: Availability Check Based on ATP Quantity SCM671 ___________________________________________________________ a) Logistics → Sales and Distribution → Sales → Order → Change Order: Enter the order number from task 2. Since delivery plant 1400 Stuttgart is closer to the customer. choose Edit → Check Availability. Select the plants 1000 Hamburg and 1400 Stuttgart. Check whether you can deliver the order item from another plant on an earlier date. All rights reserved. Plant 1200 2. b) On the Change Standard Order: Overview screen. 7. How is the plant in which availability is checked defined in the sales order? Answer: Availability of an order item is checked in the supplying plant of the order item. 5. 3.The delivery plant for the order item is plant 1200 Dresden. Display the supplying plant for the order item. a) b) c) On the Change Standard Order: Overview screen. choose Goto → Item → Shipping. you decide to deliver the goods from Stuttgart. ___________________________________________________________ a) Leave the Availability Check screen by selecting the delivery proposal. step 6 or find the order with the PO number ## Order 2.

the items can delivered to the customer at the earliest in 3 days. choose the “Schedule Lines” tab page.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Delivery Date Today Today plus 3 working days a) Order Quantity Confirmed Quantity On the Change Standard Order: Overview screen. Forward scheduling determines that the shipping and transportation activities that have to be carried out will take a total of 3 workdays.” the system also schedules shipping and transportation alongside the availability check. even though the material is available in delivery plant 1400 Stuttgart today? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ a) Although 500 meters of material T-AC1## are available in plant 1400 Stuttgart on the material availability date “today. a) On the Change Standard Order: Overview screen. 9. On the Change Standard Order: Item Data screen. In the schedule line data. Save the changed order. the Shipping tab page allows you to follow the forward scheduling. 47 . Therefore. select the “confirmed” schedule line. and choose Shipping. Delivery Date Today Order Quantity 500 Confirmed Quantity 0 500 Today plus 3 working 0 days 8. Why can the requested delivery date (today) of the order item not be confirmed. All rights reserved. choose Goto → Item → Schedule Lines. Continued on next page 2009 © 2009 SAP AG. choose Sales Document → Save.

a) Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order On the Create Outbound Delivery with Order Reference screen. no more than 500 meters can be delivered on the material availability date “today”. 1. step 6 Remain on the Create Delivery: Overview screen. Due to the availability situation. Do not save the delivery. 3. Delivery plant:_____________________________________________ Picking location:______________________________________ a) On the Create Delivery: Overview screen. Delivery Plant: 1400 Stuttgart (Picking) Location: 0001 Continued on next page 48 © 2009 SAP AG. Is it possible? If not. All rights reserved. Increase the delivery quantity of the delivery item to 1. Change the delivery quantity of the delivery item back to 500 meters. Qty field and confirm your entry by choosing Enter. enter 1000 in the Deliv. In the status bar. Check the delivery plant and storage location from which the delivery item is to be delivered.Unit 1: Availability Check Based on ATP Quantity SCM671 Task 5: Start the shipping process for the order with order number ## Order 2. Do not save the delivery yet. why? ___________________________________________________________ ___________________________________________________________ a) On the “Create Delivery: Overview” screen. a) 4. enter 500 in the Deliv. Deliver the order for Motorrad Markt. enter the following data: Shipping Point Selection Date Order 1400 Today + 3 days Document number from task 3. 2. choose the tab page Picking. Qty field and confirm your entry by choosing Enter. On the Create Delivery: Overview screen.000 meters. the system issues the message: “Only 1500 m of material T-AC1## is available”. Stuttgart. 2009 .

No Storage Location Inspection is not selected. ___________________________________________________________ a) b) On the Availability Overview screen. a) On the Create Delivery: Overview screen. The Availability Overview screen displays the cumulated ATP quantity at plant level and at plant/storage location level from today to a date in the future. choose Goto → Display Scope of Check. meaning that availability is checked at the level of plant/storage location. Now check the cumulated ATP quantity of material T-AC1## in plant 1400 and storage location 0001. choose Environment → Availability. 6.000 meters for the new material staging? ___________________________________________________________ Continued on next page 2009 © 2009 SAP AG. Change the material availability date of the delivery item to today plus 3 months and increase the delivery quantity to 1.500 meters. Now analyze the availability check for the delivery item.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution 5. What cumulated ATP quantity is there today? What is the cumulated ATP quantity in 3 months? Cumulated ATP quantity today:_________________________________ Cumulated ATP quantity in 3 months:___________________________ a) Close the “Display Scope of Check” dialog box. All rights reserved. Cumulated ATP quantity today: 500 Cumulated ATP quantity in 3 months: 1500 8. 49 . Call the availability check for the outbound delivery again. Is it possible? Can you also confirm 2. 7. First check whether the availability of the delivery item is checked at plant level or at plant and storage location level. In the “Display Scope of Check” dialog box.

2009 . Quantity to 1. select the delivery item. Avail. Then reduce the Dlv. change the Mat.000. Date back to today.500 meters on the new material availability date. Date field to today plus 3 months and increase the Dlv. Quantity to 2. The system issues the message: Only 500 m of material T-AC1## available. Hint: Confirm the warning message by choosing Enter. On the Create Delivery: Item Detail screen. Quantity to 500. All rights reserved. choose the Picking tab page and change the Mat. Click Enter and choose Outbound Delivery → Save. Change the material availability date of the delivery item back to today and the delivery quantity back to 500 meters. It is not possible to confirm 2.000 meters on the new material availability date. Increase the Dlv. 50 © 2009 SAP AG. Avail. Make a note of the document number. Choose Goto → Item → Picking. Outbound delivery:______________________________________________ a) On the Create Delivery: Item Detail screen.500. 9. It is possible to confirm 1.Unit 1: Availability Check Based on ATP Quantity SCM671 ___________________________________________________________ a) b) c) On the Create Delivery: Overview screen. Then save the outbound delivery.

All rights reserved. you will be able to: • Activate the ATP check for the Sales and Distribution application Business Example Configure the Customizing settings for the availability check. the availability check must not be deactivated for the relevant delivery item categories. and delivery item category. step 9? Delivery item type 3. task 5. Analyze the determination of the requirement class in conjunction with the sales documents. Display the order with the PO Number ## Order 2 and determine the following data: Requirement type of the order item: Schedule line category of the order schedule line: 2. Task 1: Check the activation of the ATP check in Sales and Distribution.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Exercise 2: Activating and Selecting the Check Method Exercise Objectives After completing this exercise. Which checking groups are defined? Checking group for plant 1200:______________________________________ Checking group for plant 1400:______________________________________ Continued on next page 2009 © 2009 SAP AG. 1. The availability check must be activated in the required method and for the relevant requirements class. For sales documents. the availability check must also be activated in the relevant schedule line categories. schedule line category. If an ATP check is intended for each delivery item. In addition. Which item category is used to control the delivery item of the delivery from exercise 1. Display the material master of material T-AC1## in plants 1200 Dresden and 1400 Stuttgart. 51 . Learn how to activate the availability check and select the check method for the requirement class. the ATP check must not be deactivated for the checking group defined in the material master of the material to be checked.

Check the configuration of checking group 02. Is an ATP check intended for delivery item category TAN? Check Customizing for the delivery item category. 2009 . Is the availability check activated for requirements class 050? If so. Now check the schedule line category CP. Is the ATP check activated? ________________________________________________________ Which requirements class is assigned to the requirements type KSV? Hint: Open a second session and call the Customizing transaction. 5. All rights reserved. Requirements class:_____________________________________________ 6. in which method? Is the requirements transfer activated? ________________________________________________________ ________________________________________________________ ________________________________________________________ 7.Unit 1: Availability Check Based on ATP Quantity SCM671 4. ________________________________________________________ Continued on next page 52 © 2009 SAP AG. Is the availability check activated for this schedule line category? In which method? Is the requirements transfer activated? ________________________________________________________ ________________________________________________________ ________________________________________________________ 8.

determine the MRP type of material T-AC1## in plant 1200 Dresden. Which requirements type uses strategy 40 (planning with final assembly) for customer requirements? Field Reqmt Type of Customer Reqmt Attribute 2009 © 2009 SAP AG. All rights reserved. Which strategy has been used to determine the requirements type/class in the order item in the order from exercise 1.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Task 2: It is essential that the availability check be activated in the required method and for the relevant requirements class. Which strategy group is maintained for material T-AC1## and plant 1200? Strategy group:____________________________________________ 4. Which main strategy is assigned to strategy group 40 (planning with final assembly)? Analyze the assignment in Customizing. Field Main Planning Strategy Attribute 5. Now analyze how requirements type KSV is determined on the basis of the “material master” strategy. use the options for determining the requirements classes in Customizing. Which two strategies does the system provide to determine the requirements type and therefore for requirements class? 2. Therefore. The order item was checked with item category TAN. MRP type:______________________________________________ Origin of the requirements type during requirements determination:__________________ 3. 53 . Before the “determination strategy” of the requirements type/class is checked. task 1 (order number: ## order 1)? Remember: Material T-AC1## was sold from plant 1200 Dresden. 1.

1. The availability check must be activated in the required method and for the relevant requirements class. In addition. the availability check must not be deactivated for the relevant delivery item categories. task 5. 2009 . step 6 or find the order with the PO number ## Order 2. step 9? Continued on next page 54 © 2009 SAP AG. the availability check must also be activated in the relevant schedule line categories. KSV CP Which item category is used to control the delivery item of the delivery from exercise 1. choose the Procurement tab page. For sales documents.Unit 1: Availability Check Based on ATP Quantity SCM671 Solution 2: Activating and Selecting the Check Method Task 1: Check the activation of the ATP check in Sales and Distribution. b) On the Display Standard Order: Overview screen. If an ATP check is intended for each delivery item. All rights reserved. task 1. the ATP check must not be deactivated for the checking group defined in the material master of the material to be checked. Requirement type of the order item: Schedule line category of the order schedule line: 2. Display the order with the PO Number ## Order 2 and determine the following data: Requirement type of the order item: Schedule line category of the order schedule line: a) Logistics → Sales and Distribution → Sales → Order → Display Order – Enter the order number from exercise 1.

55 .SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Delivery item type a) Call the outbound delivery in “Display” mode. find the field ITyp on the Item Overview tab page. Which checking groups are defined? Checking group for plant 1200:______________________________________ Continued on next page 2009 © 2009 SAP AG. task 5. step 9. On the Display Delivery ##: Overview screen. Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Display Outbound delivery Enter “your” outbound delivery from exercise 1. Delivery item type 3. TAN Display the material master of material T-AC1## in plants 1200 Dresden and 1400 Stuttgart. All rights reserved.

All rights reserved.Unit 1: Availability Check Based on ATP Quantity SCM671 Checking group for plant 1400:______________________________________ a) Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material Goto → Select View(s) View Enter Plant Enter On the Display Material T-AC1## (Finished Product) screen. choose the Sales: General/Plant tab page and find the checking group in the Availability Check field. choose the Sales: General/Plant tab page and find the checking group in the Availability Check field. Is the ATP check activated? 1200 Sales: General/Plant Data T-AC1## Continued on next page 56 © 2009 SAP AG. Checking group for plant 1400:______________________________________ 02 4. Checking group for plant 1200:______________________________________ 02 b) On the Display Material T-AC1## (Finished Product) screen. On the Display Material T-AC1## (Finished Product) screen. Check the configuration of checking group 02. 2009 . Enter Plant 1400 and confirm your entry by choosing Enter. choose Edit → Organizational Levels.

Requirements class:_____________________________________________ a) b) c) d) System → Create Session Tools → Customizing → IMG → Execute Project Goto → SAP Reference IMG Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Types Search for requirements type KSV in the list. 57 . Select checking group 02. Is the availability check activated for requirements class 050? If so. Requirements class: 050 Warehouse Consumption 6. Which requirements class is assigned to the requirements type KSV? Hint: Open a second session and call the Customizing transaction. 5.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution ________________________________________________________ a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Checking Groups. in which method? Is the requirements transfer activated? ________________________________________________________ ________________________________________________________ Continued on next page 2009 © 2009 SAP AG. All rights reserved. Field No Check Attribute Not selected Explanation The ATP check is active.

The product allocation check is active. Requirements transfer is active. All rights reserved. 2009 .Unit 1: Availability Check Based on ATP Quantity SCM671 ________________________________________________________ a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Classes Select requirements class 050 and choose Goto → Details. Field Availability Req. Attribute Selected Selected 1 Explanation The ATP check is active. Customer requirements are consumed against planning. Transfer Allocation Ind. Is the availability check activated for this schedule line category? In which method? Is the requirements transfer activated? ________________________________________________________ ________________________________________________________ Continued on next page 58 © 2009 SAP AG. Allocation Selected 7. Now check the schedule line category CP. Prod.

Is an ATP check intended for delivery item category TAN? Check Customizing for the delivery item category. Select the delivery item category TAN. Field AvC Rq All. Continued on next page 2009 © 2009 SAP AG. Attribute Selected Selected Selected Explanation The ATP check is active. 59 . ________________________________________________________ a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Determine Procedure for Each Delivery Item Category. Select the schedule line category CP.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution ________________________________________________________ a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Procedure for Each Schedule Line Category. This is because no product allocation procedure is assigned to material master T-AC1##. All rights reserved. Field Avail. 8. “Previously” however. only one ATP check took place in the orders. The product allocation check is active. Check Off Attribute Not selected Explanation The ATP check is active. Requirements transfer is active.

there are also business transactions that require the requirements type to be determined based on a transaction. Before the “determination strategy” of the requirements type/class is checked. Which strategy has been used to determine the requirements type/class in the order item in the order from exercise 1. Which two strategies does the system provide to determine the requirements type and therefore for requirements class? Answer: The requirements type/class can be derived based on the material (relevant fields: Strategy Group. However. the requirements type/class can also be determined based on the order item category together with the MRP type of the material. task 1 (order number: ## order 1)? Remember: Material T-AC1## was sold from plant 1200 Dresden. 1. determine the MRP type of material T-AC1## in plant 1200 Dresden. 2. 2009 . All rights reserved. Therefore. or solely with the order item category. The order item was checked with item category TAN. MRP Group. use the options for determining the requirements classes in Customizing.Unit 1: Availability Check Based on ATP Quantity SCM671 Task 2: It is essential that the availability check be activated in the required method and for the relevant requirements class. and possibly Material Type). Therefore. MRP type:______________________________________________ Continued on next page 60 © 2009 SAP AG.

the requirement type is determined using the material master strategy. Which strategy group is maintained for material T-AC1## and plant 1200? Continued on next page 2009 © 2009 SAP AG. using the transaction (item category and MRP type) 1200 MRP 1 T-AC1## 3. and if this fails.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Origin of the requirements type during requirements determination:__________________ a) Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material Goto → Select View(s) View Enter Plant Enter On the Display Material T-AC1## (Trading Goods) screen. 61 . MRP Type – Plant 1200: PD b) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Determination of Requirement Types Using Transaction Select the order item category TAN and the MRP type PD. Now analyze how requirements type KSV is determined on the basis of the “material master” strategy. choose the MRP 1 tab page and find the MRP type. Field Q Attribute Blank Explanation 1. All rights reserved. First.

Choose Goto → Details. Field Main Planning Strategy a) IMG path: Production → Production Planning → Demand Management → Planned Independent Requirements → Planning Strategy → Define Strategy Group. choose the MRP 3 tab page and find the strategy group. All rights reserved. Field Main Strategy 5. 2009 . Select strategy group 40.Unit 1: Availability Check Based on ATP Quantity SCM671 Strategy group:____________________________________________ a) Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material Goto → Select View(s) View Enter Plant Enter On the Display Material T-AC1## (Finished Product) screen. Which main strategy is assigned to strategy group 40 (planning with final assembly)? Analyze the assignment in Customizing. Strategy group – plant 1200: 40 Planning with final assembly 4. Attribute 40 Attribute 1200 MRP 3 T-AC1## Which requirements type uses strategy 40 (planning with final assembly) for customer requirements? Continued on next page 62 © 2009 SAP AG.

All rights reserved.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Field Reqmt Type of Customer Reqmt a) Attribute IMG path: Production → Production Planning → Demand Management → Planned Independent Requirements → Planning Strategy → Define Strategy. 63 . Field Reqs-Cu. Select strategy 40. 2009 © 2009 SAP AG. Attribute KSV Hint: Requirements class 050 is assigned to requirements type KSV (see above).

All rights reserved.Unit 1: Availability Check Based on ATP Quantity SCM671 64 © 2009 SAP AG. 2009 .

Material Plant Checking Rule T-AC2## 1200 A Continued on next page 2009 © 2009 SAP AG. Task 1: Now configure the Customizing settings for the ATP check.E. Decide whether you want to carry out an ATP check with or without taking into account the replenishment lead time. First. 65 .B Berlin 1000 000 1000 T-AC2## 200 Today plus 1 month 1200 5 Save the purchase order and make a note of the order number. Create a purchase order for material T-AC2##. Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. To do so. Order Type Vendor Purchasing Organization Purchasing Group Company Code Material PO Quantity Delivery Date Plant Gross Price Field: Amount NB 1000 C. call the transaction “Availability Overview”. you will be able to: • Configure the ATP check for the Sales and Distribution application Business Example Explain the Customizing settings for the check scopes. enter and analyze the starting situation of the check. ___________________________________________________________ 2. All rights reserved. Define the check level of the ATP check.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Exercise 3: Controlling the ATP Check Exercise Objectives After completing this exercise. 1.

You therefore create a new checking group ##+50. ___________________________________________________________ Continued on next page 66 © 2009 SAP AG. Define checking group ##+50 for material T-AC2## in plant 1200. All rights reserved. Create a standard order and check whether the new “availability check control” is used for the sales document. you require a particular check control. 4. Define a new check scope for the ATP check of orders and deliveries. 2009 . Decide the check level of the ATP check. 3.Unit 1: Availability Check Based on ATP Quantity SCM671 Date Today Today Today One month from today One month from today One month from today Location Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Cumulated ATP Quantity Task 2: Define a new checking group. you can use checking group 02 as a template. Use the “availability check control” checking group/check rule 02/A and 02/B as a template. To carry out the ATP check for material T-AC2## in plant 1200. Do not save the order yet! Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 3 One week from today 1200 T-AC2## 200 2. Now define a new “availability check control” for the “new” checking group 50+## to process sales and delivery documents. Configure a special “availability check control”. 1. Since checking group ##+50 has no different requirements to checking group 02.

Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC2## in plant 1200.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Remain in order processing. 5. All rights reserved. Scope of check:__________________________________________________ ___________________________________________________________ ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________ 7. leave order processing without saving the order. Test your new “availability check control”. Continued on next page 2009 © 2009 SAP AG. Do not save the order. Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 4 One week from today 1200 T-AC2## 200 8. 67 . What quantity can be confirmed for the requested delivery date? What other deliveries does the system propose? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ 6. you do not want to include purchase requisitions and purchase orders when calculating the ATP quantity in the future. Since there were previously delays in delivering material T-AC2##. To do so. Explain why only 150 pieces can be confirmed on the requested date but delivery of 200 pieces is possible at a later date. You therefore change the “availability check control” for checking group ##+50 / checking rule A and checking group ##+50 / checking rule B accordingly. create a standard order again. After you have completed the check.

Continued on next page 68 © 2009 SAP AG. What amount of material T-AC2## can be delivered? Explain the delivery quantity. Also check the delivery creation log. Deliver the order from step 8 of this task (order number ## order 4). Change the picking storage location of the delivery item to 0002. ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ 10. How does the system respond? Delete the picking storage location and increase the delivery quantity to 150 pieces. All rights reserved. Deactivate the storage location check. now change the “availability check control” for checking group ##+50 / checking rule B. Hint: You change the “availability check control” only to determine the Customizing settings of the “check levels.” In practice. What amount of material T-AC2## can be delivered? Explain the delivery quantity. Test your new “availability check control”. Is it possible? Do not save the delivery. it would not make sense to deactivate the storage location check for outbound deliveries since picking takes place in the storage location and so the material must be available in the picking storage location.Unit 1: Availability Check Based on ATP Quantity SCM671 Which deliveries does the system propose? ___________________________________________________________ ___________________________________________________________ Why can the system not offer a complete delivery in the future? ___________________________________________________________ ___________________________________________________________ Save the order and write down the document number. 11. 2009 . Deliver the order from step 8 of this task (order number ## order 4). For test purposes. Order:___________________________________________________ 9.

End Lead Time:______________________________________________ Do not save the order. Task 3: Familiarize yourself with the ATP check taking into account the replenishment lead time.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Do not save the delivery. 3. What is the material type of material T-AC2## and what is the procurement type of the material? _____________________________________________ Goods receipt processing time – plant 1200: __________ Continued on next page 2009 © 2009 SAP AG. Enter a standard order and check the new “availability check control.” Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 5 Today in three weeks 1200 T-AC2## 500 Can the required quantity be confirmed for the required delivery date? ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Note the End Lead Time date on the Availability Overview screen. Activate the “ATP check including replenishment lead time” for the “availability check control” checking group ##+50 / checking rule A. 1. 2. 69 . All rights reserved. Determine the times in the system that are used to calculate the replenishment lead time and check the calculation of the date “End Lead Time” from step 2 of this task.

Unit 1: Availability Check Based on ATP Quantity SCM671 Planned delivery time – plant 1200:______________________________________ Purchasing processing time in plant 1200_______________ 70 © 2009 SAP AG. 2009 . All rights reserved.

E.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Solution 3: Controlling the ATP Check Task 1: Now configure the Customizing settings for the ATP check. 71 . Continued on next page 2009 © 2009 SAP AG.E.B Berlin 1000 000 1000 T-AC2## 200 Today plus 1 month 1200 5 Save the purchase order and make a note of the order number.B Berlin 1000 000 1000 T-AC2## 200 Today plus 1 month 1200 5 On the Create Purchase Order screen. enter and analyze the starting situation of the check. Order Type Vendor Purchasing Organization Purchasing Group Company Code Material PO Quantity Delivery Date Plant Gross Price Field: Amount NB 1000 C. First. Create a purchase order for material T-AC2##. 1. choose Purchase Order → Save. ___________________________________________________________ a) Logistic → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known Order Type Vendor Purchasing Organization Purchasing Group Company Code Material PO Quantity Delivery Date Plant Gross Price Field: Amount NB 1000 C. All rights reserved.

call the transaction “Availability Overview”. 2009 . To do so. Material Plant Checking Rule Date Today Today Today Location Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 T-AC2## 1200 A Cumulated ATP Quantity Continued on next page 72 © 2009 SAP AG.Unit 1: Availability Check Based on ATP Quantity SCM671 2. Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. All rights reserved.

SCM671 Lesson: ATP Check Using the Example of Sales and Distribution One month from today One month from today One month from today Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 a) b) Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material Plant Checking Rule “Enter” c) Date Today Today Today One month from today One month from today One month from today Location Plant 1200 T-AC2## 1200 A Cumulated ATP Quantity 150 100 50 350 100 50 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Continued on next page 2009 © 2009 SAP AG. 73 . All rights reserved.

replace 02 with ##+50 and confirm your change with “Enter”. All rights reserved. b) c) d) In the Av field. Configure a special “availability check control”. Continued on next page 74 © 2009 SAP AG. 2009 . You therefore create a new checking group ##+50. Define a new check scope for the ATP check of orders and deliveries. Select item 02 “Individual Requirement” and choose Edit → Copy As. you require a particular check control.Unit 1: Availability Check Based on ATP Quantity SCM671 Task 2: Define a new checking group. you can use checking group 02 as a template. Since checking group ##+50 has no different requirements to checking group 02. On the screen “Change View “Availability Check Control”: Overview”.. choose Table View → Save. 1.. Decide the check level of the ATP check. a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Checking Groups. Change the description of the checking group to “Checking Group ##”. To carry out the ATP check for material T-AC2## in plant 1200.

Now choose Edit → Copy As. Choose Edit → Copy As. a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check Select the row containing checking group 02 and checking rule A. choose Table View → Save. replace 02 with ##+50 and confirm your change with Enter.. Now select the row containing checking group 02 and checking rule B..SCM671 Lesson: ATP Check Using the Example of Sales and Distribution 2. Confirm the warning message about the namespace by choosing “Enter.” On the “Change View “Availability Check Control”: Overview” screen. b) In the Av field. On the “Change View “Availability Check Control”: Overview” screen. replace 02 with ##+50 and confirm your change with “Enter”. choose Table View → Save. Confirm the warning message about the namespace by choosing Enter. 75 . Use the “availability check control” checking group/check rule 02/A and 02/B as a template. c) d) e) f) Continued on next page 2009 © 2009 SAP AG.. All rights reserved.. Now define a new “availability check control” for the “new” checking group 50+## to process sales and delivery documents. In the Av field.

Unit 1: Availability Check Based on ATP Quantity SCM671 3. choose the Sales: General/Plant tab page and find the Availability Check field. Create a standard order and check whether the new “availability check control” is used for the sales document. Do not save the order yet! Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 3 One week from today 1200 T-AC2## 200 ___________________________________________________________ Continued on next page 76 © 2009 SAP AG. choose Material → Save to save the material. All rights reserved. Define checking group ##+50 for material T-AC2## in plant 1200. On the Change Material T-AC2## (Trading Goods) screen. Overwrite checking group 02 with ##+50. a) Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Change Material Goto → Select View(s) View Enter Plant “Enter” On the Change Material T-AC2## (Trading Goods) screen. 2009 . 1200 Sales: General/Plant Data T-AC2## 4.

What quantity can be confirmed for the requested delivery date? What other deliveries does the system propose? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ a) A one-time delivery in the amount of 150 pieces is possible on the requested date. with the remaining 50 pieces being delivered in approximately one month. Examine the scope of the ATP check and the calculation of the cumulated ATP quantity of material T-AC2## in plant 1200. leave order processing without saving the order. 5. “Scope of check” or “availability check control” ##+50 / A is used for this ATP check. 6. The system also proposes a complete delivery in approximately one month. 150 pieces can be confirmed on the customer's requested delivery date. In addition. On the “Availability Control” screen. the system remains in order entry on the “Availability Control” screen. Do not save the order. 77 . a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 3 One week from today 1200 T-AC2## 200 Since the material is not available as required for this order either. Explain why only 150 pieces can be confirmed on the requested date but delivery of 200 pieces is possible at a later date. After you have completed the check. All rights reserved. choose “Scope of Check”. Remain in order processing. Scope of check:__________________________________________________ ___________________________________________________________ Continued on next page 2009 © 2009 SAP AG. Do not save the order.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Remain in order processing.

call the “Availability Overview” screen. choose Edit → Delivery Proposal. All rights reserved. As a result. a maximum of 150 pieces can be confirmed on the requested date. a “cumulated ATP quantity” of only 150 meters is available. From the “Availability Control” screen. there is a purchase order with a delivery date in approximately one month for 200 pieces of material T-AC2## for plant 1200. Since you are displaying the “Availability Overview” from order processing. As a result. choose Sales Document → Exit. up to 350 pieces can be confirmed after the planned receipt. choose No. choose Settings → All Details. When prompted to save the data. purchase orders are taken into account along with other planned receipts. On the material availability date of the requirement. the order is displayed on the material availability date as a “simulated requirement” in the amount of 200 pieces. b) Continued on next page 78 © 2009 SAP AG. Display the details. 2009 . To do so. Close the “Display Scope of Check” dialog box. This “cumulated ATP quantity” results from the plant stock of the material. However. the “cumulated ATP quantity” as of the planned delivery date of the purchase order is 350 pieces. When the ATP quantity is calculated. choose “Scope of Check”. On the Create Standard Order: Overview screen. c) d) e) On the Availability Control screen. Therefore.Unit 1: Availability Check Based on ATP Quantity SCM671 ___________________________________________________________ Calculation of cumulated ATP quantity:____________________________ ___________________________________________________________ ___________________________________________________________ a) On the Availability Control screen.

Requisitions and Incl. To do so. Since there were previously delays in delivering material T-AC2##. Test your new “availability check control”. Check Checking Rule Confirm your entries with Enter. deselect the fields Incl. You therefore change the “availability check control” for checking group ##+50 / checking rule A and checking group ##+50 / checking rule B accordingly. Avail. ##+50 B 8. b) c) d) Deselect the fields Incl. Now choose Goto → Details. Purch. On the screen “Change View “Availability Check Control”: Details”. Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 4 One week from today 1200 T-AC2## 200 Which deliveries does the system propose? Continued on next page 2009 © 2009 SAP AG. 79 . On the screen “Change View “Availability Check Control”: Details”. choose Goto → Other Entry. a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check First select the row containing checking group ##+50 and checking rule A. Purchase Orders. All rights reserved. e) f) On the screen “Change View “Availability Check Control”: Details”. Purch. choose Table View → Save. Requisitions and Incl. Purchase Orders. On the screen “Change View “Availability Check Control”: Details”.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution 7. you do not want to include purchase requisitions and purchase orders when calculating the ATP quantity in the future. create a standard order again. choose Table View → Save.

The purchase order that you created in task 1. Also check the delivery creation log. c) On the Availability Control screen. the system remains in order entry on the “Availability Control” screen. choose Sales Document → Save. What amount of material T-AC2## can be delivered? Explain the delivery quantity. you can see that the cumulated ATP quantity from today to a date in the future is 150 pieces in plant 1200 Dresden. d) e) 9. The system can confirm 150 pieces for the requested delivery date. On the Availability Control screen. step 1 is not displayed. On the Availability Overview screen. choose Scope of Check. Order:___________________________________________________ a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity b) OR T-L64A## ## Order 4 One week from today 1200 T-AC2## 200 Since the material is not available as required for this order either. choose Edit → Delivery Proposal. All rights reserved.Unit 1: Availability Check Based on ATP Quantity SCM671 ___________________________________________________________ ___________________________________________________________ Why can the system not offer a complete delivery in the future? ___________________________________________________________ ___________________________________________________________ Save the order and write down the document number. Purchase orders are not taken into account when the ATP quantity is calculated for this check. Confirmation of the remaining 50 open pieces is not possible for the requested date or for a later date. The ATP quantity of the purchase order is not included in the calculation of the cumulated ATP quantity. Deliver the order from step 8 of this task (order number ## order 4). Continued on next page 80 © 2009 SAP AG. On the Create Standard Order: Overview screen. 2009 .

___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Continued on next page 2009 © 2009 SAP AG. How does the system respond? Delete the picking storage location and increase the delivery quantity to 150 pieces.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Change the picking storage location of the delivery item to 0002. 81 . All rights reserved. Is it possible? Do not save the delivery.

In plant 1200. The system reports that only 50 pieces are available. Delete the storage location of the delivery item and increase the delivery quantity to 150 pieces. Navigate to the Create Delivery: Overview screen and choose the tab page “Picking”. enter the following data: Shipping Point Selection Date Order 1200 Today + 7 days Document number from step 8 Remain on the Create Delivery: Overview screen. Do not save the delivery. b) Call the Availability Control screen (Environment → Availability) and display the scope of the check (Goto → Display Scope of Check). Only 100 pieces can be delivered. Change the storage location of the delivery item. Outbound Delivery → Exit. the cumulated ATP quantity for the required date is only 100 pieces. The delivery item is delivered from plant 1200 and storage location 0001. Enter 0002.Unit 1: Availability Check Based on ATP Quantity SCM671 ___________________________________________________________ a) Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order On the Create Outbound Delivery with Order Reference screen. Therefore. Respond to the prompt “Do you want to save your data?” with No. Navigate to the Create Delivery: Overview screen and choose the tab page Picking. ATP is checked at the level of plant/storage location since the No Storage Location Inspection parameter is not selected. Confirm your entries with Enter. Call the Availability Control screen (Environment → Availability). In the delivery creation log (Edit → Error Log). Confirm your entries with Enter. All rights reserved. 150 pieces can be confirmed or delivered. only 100 pieces can be confirmed or delivered. Continued on next page c) d) e) f) g) 82 © 2009 SAP AG. the system informs you that only 100 pieces of material T-AC2## are available. there is a cumulated ATP quantity of 150 pieces for the delivery date (50 are “reserved” by the order quantity that has not yet been delivered). In storage location 0001. 2009 . The delivery item is checked at plant and storage location level.

All rights reserved. On the screen “Change View “Availability Check Control”: Details”. Deactivate the storage location check. Test your new “availability check control”. Deliver the order from step 8 of this task (order number ## order 4). now change the “availability check control” for checking group ##+50 / checking rule B. 83 . What amount of material T-AC2## can be delivered? Explain the delivery quantity. 11. a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check First select the row containing checking group ##+50 and checking rule B. For test purposes. Hint: You change the “availability check control” only to determine the Customizing settings of the “check levels.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution 10. Loc. Now choose Goto → Details. Inspectn field. Continued on next page 2009 © 2009 SAP AG.” In practice. b) c) Select the No Stor. choose Table View → Save. it would not make sense to deactivate the storage location check for outbound deliveries since picking takes place in the storage location and so the material must be available in the picking storage location.

Task 3: Familiarize yourself with the ATP check taking into account the replenishment lead time. enter the following data: Shipping Point Selection Date Order 1200 Today + 7 days Document number from step 8 Remain on the Create Delivery: Overview screen. On the screen “Change View “Availability Check Control”: Details”. Activate the “ATP check including replenishment lead time” for the “availability check control” checking group ##+50 / checking rule A.” Continued on next page 84 © 2009 SAP AG. In plant 1200. On the Create Delivery: Overview screen. a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check First select the row containing checking group ##+50 and checking rule A. Do not save the delivery yet. Now choose Goto → Details. only 150 pieces can be confirmed or delivered. 150 pieces can now be delivered. choose Table View → Save. The delivery item is checked only at plant level. 2009 . b) Do not save the delivery. Enter a standard order and check the new “availability check control. Call the Availability Control screen (Environment → Availability). a) Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order On the “Create Outbound Delivery with Order Reference” screen.Unit 1: Availability Check Based on ATP Quantity SCM671 Do not save the delivery. Therefore. there is a cumulated ATP quantity of 150 pieces for the required date. b) c) 2. 1. All rights reserved. Deselect the Check Without RLT indicator. choose Outbound Delivery → Exit.

85 .SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 5 Today in three weeks 1200 T-AC2## 500 Can the required quantity be confirmed for the required delivery date? ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Note the End Lead Time date on the Availability Overview screen. All rights reserved. End Lead Time:______________________________________________ Continued on next page 2009 © 2009 SAP AG.

To do so. On the Create Standard Order: Overview screen.Unit 1: Availability Check Based on ATP Quantity SCM671 Do not save the order. For the required date. Branch to the “Availability Overview” screen (Goto → Availability Overview). Since the required date is after the end of the replenishment lead time. The required delivery date is after the end of the replenishment lead time. 2009 . All rights reserved. the requirement can be confirmed without checks. choose No. either the cumulated ATP quantity is zero or no cumulated ATP quantity has been calculated. choose Sales Document → Exit. When prompted to save the data. What is the material type of material T-AC2## and what is the procurement type of the material? _____________________________________________ Goods receipt processing time – plant 1200: __________ Planned delivery time – plant 1200:______________________________________ Continued on next page 86 © 2009 SAP AG. a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 5 Today in three weeks 1200 T-AC2## 500 Can the required quantity be confirmed for the required delivery date? _Yes________________________________________________________ b) Select the order item can call the availability check explicitly for this item. End Lead Time:___________________________________________ d) e) 3. c) Determine the times in the system that are used to calculate the replenishment lead time and check the calculation of the date “End Lead Time” from step 2 of this task. choose Check Item Availability.

Procurement type – plant 1200: F (external procurement) Goods receipt processing time – plant 1200: 1 working day Planned delivery time – plant 1200: 10 calendar days b) IMG path: Materials Management → Purchasing → Purchase Requisition → Processing Time. All rights reserved.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Purchasing processing time in plant 1200_______________ a) Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material Goto → Select View(s) View Enter Plant Enter On the Display Material T-AC1## (Trading Goods) screen. 87 . choose the MRP 2 tab page and find the procurement type. Purchasing processing time in plant 1200: 1 working day 1200 MRP 2 T-AC2## 2009 © 2009 SAP AG. the purchasing department processing time. and the planned delivery time.

2009 . All rights reserved.Unit 1: Availability Check Based on ATP Quantity SCM671 88 © 2009 SAP AG.

call the “Availability Overview” transaction. you will receive a confirmation in the sales order that is NOT realistic. All rights reserved. Once you have activated the shortage check in Customizing. To do so. the system recognizes the shortage when you create an order and cannot confirm it. you will be able to: • Understand the shortage check concept • Activate the shortage check Business Example To avoid shortages. 1. you want to include cumulated requirements and confirmed cumulated requirements when you carry out the ATP check. Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. Material Plant Checking Rule Date Today Today Today Location Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 T-AC2## 1200 A Cumulated ATP Quantity Continued on next page 2009 © 2009 SAP AG. To do so. 2. 89 . Task: Now process the shortage check. You will first trigger a shortage situation and then create an order. Because you have not activated the shortage check yet. Now process the shortage check. first undo the changes that you made to the “availability check control” for test purposes.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Exercise 4: Shortage Check Exercise Objectives After completing this exercise.

call the transaction “Availability Overview”. Document number:______________________________________________ 4. 5.Unit 1: Availability Check Based on ATP Quantity SCM671 One month from today One month from today One month from today Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 3. Material Plant Checking Rule T-AC2## 1200 A Continued on next page 90 © 2009 SAP AG. Now check the ATP quantity for material T-AC2## in plant 1200 Dresden. Set the new delivery date to today in two months. task 1. step 1. Make a note of the document number. Create a standard order. To do so. On which date can the order item be confirmed? Why? Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 6 One week from today 1200 T-AC2## 200 ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Accept the delivery proposal and save the order. Now change the planned inbound delivery date of your purchase order from exercise 3. All rights reserved. 2009 .

Now activate the shortage check for checking group ##+50.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Date Today Today Today One month from today One month from today One month from today Location Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Cumulated ATP Quantity 6. Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 7 Today plus 3 months 1200 T-AC2## 200 Can the required date of the order item be confirmed? ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Does this make sense? ___________________________________________________________ ___________________________________________________________ Do not save the order. 7. In this case. 91 . enter a new order. All rights reserved. Continued on next page 2009 © 2009 SAP AG.

can another order with material T-AC2## in plant 1200 Dresden be confirmed in this ATP situation? ___________________________________________________________ Leave order processing without saving. 92 © 2009 SAP AG. All rights reserved.Unit 1: Availability Check Based on ATP Quantity SCM671 8. Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 8 Today plus 3 months 1200 T-AC2## 200 When the shortage check is active. 2009 . Now enter the order again.

1. e) On the screen “Change View “Availability Check Control”: Details”. Requisitions. Requisitions and Incl. Purchase Orders. and Check Without RLT. choose Table View → Save. choose Table View → Save. ##+50 B f) 2. Deselect the No Stor. the system recognizes the shortage when you create an order and cannot confirm it. Once you have activated the shortage check in Customizing. Inspectn field. Choose Goto → Details. Avail. choose Goto → Other Entry.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Solution 4: Shortage Check Task: Now process the shortage check. Check Checking Rule Confirm your entries with Enter. 93 . To do so. Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. Incl. Because you have not activated the shortage check yet. All rights reserved. first undo the changes that you made to the “availability check control” for test purposes. On the screen “Change View “Availability Check Control”: Details”. Continued on next page 2009 © 2009 SAP AG. Purch. Inspectn field. Deselect the No Stor. a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check First select the row containing checking group ##+50 and checking rule A. call the “Availability Overview” transaction. Purch. To do so. On the screen “Change View “Availability Check Control”: Details”. you will receive a confirmation in the sales order that is NOT realistic. On the screen “Change View “Availability Check Control”: Details”. b) c) d) Select the fields Incl. Loc. select the fields Incl. Purchase Orders. You will first trigger a shortage situation and then create an order. Now process the shortage check. Loc.

All rights reserved. 2009 .Unit 1: Availability Check Based on ATP Quantity SCM671 Material Plant Checking Rule Date Today Today Today Location Plant 1200 T-AC2## 1200 A Cumulated ATP Quantity Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Continued on next page 94 © 2009 SAP AG.

All rights reserved. 95 . On which date can the order item be confirmed? Why? Order Type Sold-to Party PO Number OR T-L64A## ## Order 6 Continued on next page 2009 © 2009 SAP AG. Location Plant 1200 T-AC2## 1200 A Cumulated ATP Quantity 0 100 50 200 100 50 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Create a standard order.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution One month from today One month from today One month from today Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 a) b) Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material Plant Checking Rule “Enter” c) Date Today Today Today Approximately one month from today Approximately one month from today Approximately one month from today 3.

b) c) On the Availability Control screen. Document number:______________________________________________ a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 6 One week from today 1200 T-AC2## 200 The requested date for the order item cannot be confirmed. The cumulated ATP quantity for the required date in plant 1200 Dresden is zero. On the Create Standard Order: Overview screen. The purchase order delivers an ATP quantity of 200 pieces for the planned inbound delivery date in approximately one month. Make a note of the document number.Unit 1: Availability Check Based on ATP Quantity SCM671 Requested Delivery Date Delivery Plant Material Order Quantity One week from today 1200 T-AC2## 200 ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Accept the delivery proposal and save the order. 2009 . choose Sales Document → Save. Document number:__________________________________________________ Continued on next page 96 © 2009 SAP AG. The system proposes a delivery of 200 pieces after the planned delivery of the purchase order (see the “Availability Overview” screen). select the delivery proposal. All rights reserved. choose Edit → Delivery Proposal. To do so.

task 1. Set the new delivery date to today in two months. Now check the ATP quantity for material T-AC2## in plant 1200 Dresden. In the Deliv. a) Logistics → Materials Management → Purchasing → Purchase Order → Change. Order field. Material Plant Checking Rule Date Today Today Today Location Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 T-AC2## 1200 A Cumulated ATP Quantity Continued on next page 2009 © 2009 SAP AG. Your purchase order is displayed in change mode. Then choose Other Document. Now change the planned inbound delivery date of your purchase order from exercise 3. All rights reserved. step 1.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution 4. b) c) 5. 97 . enter today in two months. If this is not the case. Date field. To do so. step 1 in the Pur. Purchase Order → Save. call the transaction “Availability Overview”. task 1. choose: Purchase Order → Other Purchase Order and enter the purchase order number from exercise 3.

Order Type Sold-to Party PO Number Requested Delivery Date OR T-L64A## ## Order 7 Today plus 3 months Continued on next page 98 © 2009 SAP AG. Location Plant 1200 T-AC2## 1200 A Cumulated ATP Quantity 0 100 50 minus 200 100 50 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 In this case. All rights reserved. enter a new order.Unit 1: Availability Check Based on ATP Quantity SCM671 One month from today One month from today One month from today Plant 1200 Plant 1200/Storage location 0001 Plant 1200/Storage location 0002 a) b) Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material Plant Checking Rule Enter c) Date Today Today Today Approximately one month from today Approximately one month from today Approximately one month from today 6. 2009 .

99 . All rights reserved.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Delivery Plant Material Order Quantity 1200 T-AC2## 200 Can the required date of the order item be confirmed? ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Does this make sense? ___________________________________________________________ ___________________________________________________________ Continued on next page 2009 © 2009 SAP AG.

In the Accumul. Now enter the order again. IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Checking Groups. Currently. a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 7 Today plus 3 months 1200 T-AC2## 200 Can the required quantity be confirmed for the required delivery date? Yes Why? Due to the ATP quantity of the purchase order with a delivery date of today in 2 months. Select checking group ##+50.Unit 1: Availability Check Based on ATP Quantity SCM671 Do not save the order. All rights reserved. choose Table View → Save. enter 3 to activate the shortage check. On the screen “Change View “Availability Check Control”: Overview”. Does this make sense? No. 2009 . it is not possible to guarantee supplier confirmations. choose No. Now activate the shortage check for checking group ##+50. Order Type Sold-to Party PO Number OR T-L64A## ## Order 8 Continued on next page 100 © 2009 SAP AG. the total confirmed quantity would be larger than the stock and planned receipts. a) On the Create Standard Order: Overview screen. When prompted to save the data. b) c) 7. field. As a result. b) 8. because after this order has been confirmed. choose Sales Document → Exit. the shortage check is not active.

can another order with material T-AC2## in plant 1200 Dresden be confirmed in this ATP situation? No b) c) On the Create Standard Order: Overview screen. 2009 © 2009 SAP AG. a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 8 Today plus 3 months 1200 T-AC2## 200 When the shortage check is active. can another order with material T-AC2## in plant 1200 Dresden be confirmed in this ATP situation? ___________________________________________________________ Leave order processing without saving. choose No. 101 . choose Sales Document → Exit. When prompted to save the data.SCM671 Lesson: ATP Check Using the Example of Sales and Distribution Requested Delivery Date Delivery Plant Material Order Quantity Today plus 3 months 1200 T-AC2## 200 When the shortage check is active. All rights reserved.

All rights reserved. 2009 .Unit 1: Availability Check Based on ATP Quantity SCM671 Lesson Summary You should now be able to: • Understand the concept of the ATP check • Explain the fundamentals of the ATP check • Activate the ATP check in Sales and Distribution • Explain the specific aspects of the ATP check in Sales and Distribution • Configure the Customizing settings for the ATP check • Interpret the results of the ATP check in Sales and Distribution 102 © 2009 SAP AG.

SCM671 Lesson: ATP Check in Manufacturing Lesson: ATP Check in Manufacturing Lesson Overview This lesson covers the availability check for material components as part of production orders. you can check the availability of material components. and how to interpret the results. It will present the concept of component availability. In production orders. you will be able to: • • Explain how the availability check for material components is carried out and controlled on the basis of the ATP quantity Interpret the results of the availability check Business Example Before you release a production order. Lesson Objectives After completing this lesson. 103 . configuration options. 2009 © 2009 SAP AG. ATP Check in Shop Floor Control Figure 33: ATP Check in the Production Order Before you start to process a production order. you must ensure that all necessary resources are available for production. you can check whether the material components assigned to the production order are or will be available on the calculated requirement date. All rights reserved.

In the Customizing settings. you can check the availability of materials for multiple orders at the same time. You can check the availability of materials for the entire order or for individual material components.Unit 1: Availability Check Based on ATP Quantity SCM671 Availability checks can be started manually or automatically. In addition. A manual availability check can be carried out at any time.” In addition. the respective orders are always checked in full. If material components are not available on the requirement dates. Note: Availability of material components can also be checked in the SAP system as part of requirements planning in the planned order. the quantity available on the requirement date is compared to the requirement quantity and a “confirmation date” is calculated for the complete requirement quantity. An automatic availability check can be carried out both when you create and when you release an order. you can check the availability of a planned order or check the collective availability of multiple planned orders at the same time. the missing parts overview. the production order is assigned the status “Missing Material. All rights reserved. 104 © 2009 SAP AG. With mass processing of production orders. availability can be checked automatically when you save the order. 2009 . In this collective availability check. The single check can be carried out in the component overview. you specify whether an automatic check is to be carried out for each production order type and plant. you can use the availability situation of the planned orders as a selection criterion. and the missing parts list. When doing so.” The unavailable components are assigned the status “Missing Part. When you convert planned orders to production orders.

2009 © 2009 SAP AG. For the “release” operation.SCM671 Lesson: ATP Check in Manufacturing Configuring the ATP Check for the Production Order Figure 34: Customizing for the ATP Check for Production Orders In the “Define Checking Control” Customizing table. For the “create” operation. you can also specify whether a planned order can be converted to a production order in collective conversion if there is a shortage of material. depending on the operation (1 = create production order and 2 = release production order). If you use the ATP method for the availability check. In addition. assign the checking rule in this table. you decide which availability check method you want to use to check component availability. you can specify whether a production order can be released even though there is a shortage of material. the type of production order. The checking rule. and the plant. 105 . you can define the checking control of the production orders as part of the availability check. together with the checking group from the material master of the component. determines the scope of the check (ATP quantity calculation and check with or without the replenishment lead time). In particular. Availability can be checked on the basis of the ATP quantity or planned independent requirements. All rights reserved. you specify for each operation in the checking control whether availability is to be checked automatically.

All rights reserved. all components are therefore confirmed according to their availability. All of the checked components then receive a confirmed quantity in the amount of the component with the lowest. When full confirmation logic is used. Full confirmation logic: In general. all components are confirmed in relation to their quantity. you decide whether the ATP check is to be carried out in the production order according to full or partial confirmation logic. Partial confirmation logic: If you want to make sure that only the quantities required in production are confirmed. the system attempts to confirm the entire requirement quantity of a component if the ATP quantity allows. relative confirmed quantity (confirmation factor). 2009 . When a partial quantity confirmation is used. The production scheduling profile is copied to the production order when the order is created.Unit 1: Availability Check Based on ATP Quantity SCM671 You also specify here whether availability should be checked automatically when you save a production order after having made a relevant change. Figure 35: Partial vs Full Confirmation Logic In the production scheduling profile. you can use a partial quantity confirmation. 106 © 2009 SAP AG. You can assign a production scheduling profile to a material (work scheduling screen in the material master record) or to the production scheduler (Customizing). Note: The checking rule for the availability check of planned orders is defined for each plant when the plant parameters are maintained. The assignment to the material takes priority.

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Lesson: ATP Check in Manufacturing

Interpreting the Results of the Availability Check

Figure 36: Evaluating the Results of the ATP Check

The following locations provide information about the result of the availability check: • Availability log: This contains the result of the check (that is, whether all components are available), a list of missing parts, and a list of reservations that could not be checked (for example, because the material master data was not maintained). The log is not saved if you leave order processing. • Missing parts list: This lists missing parts, reservations that could not be checked (for example, because material master data was not maintained), all checked components, and the date on which other components are available. The missing parts list is not saved if you leave order processing. • Missing parts overview: This contains a list of missing parts, enables you to process them (for example, by changing the requirement quantity or issue storage location), and provides the date on which all components are available. The missing parts overview always displays the results of the latest availability check, regardless of whether you have left order processing in the meantime.

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

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

Task 1:
Familiarize yourself with the ATP check in conjunction with production orders. 1. Create a production order for material R-F1## in plant 1000 Hamburg with a quantity of 10 pieces. Enter two weeks from today as the production end date. Do not save the production order yet. Material Production Plant Order Type Total Qty Basic Finish Date 2. R-F1## 1000 PP01 10 PC Today + 14 days

Check the status of your production order. Has the availability of the material components already been checked? ________________________________________________________________ Which material components are required to construct pump R-F1##? In the production order, call the component overview. Material 1. Component 3 2. Component 2 3. Component 3 4. Component 1 Continued on next page Requirement Quantity

3.

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4.

To which operation are the material components assigned? Component R-B1## R-B2## R-B3## R-B4## Operation

5.

On which date are the material components required in production? Determine the requirement dates of the material components. Component R-B1## R-B2## R-B3## R-B4## Reqmt Date

6.

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

7.

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

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Task 2:
Produce the missing material component R-B3##. 1. Create a production order for material R-B3## in plant 1000 Hamburg with a quantity of 10 pieces. You can start production in three working days. Check the availability of the material components for the order. Then save the production order and note the document number. ________________________________________________________________ Material Production Plant Order Type Total Qty Basic Start Date Scheduling Type R-B3## 1000 PP01 10 PC Today plus 3 working days 1 (Forwards)

Task 3:
Recheck the availability for the production order from task 1, step 7. 1. Check the availability for the production order of material R-F1## again. Are all material components now available on the requirement date? Can the system propose an overall confirmation date? Analyze and interpret the result of the availability check. To do so, also use the missing parts list of the production order. ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ Overall confirmation date:___________________________________ Hint: Do not forget to make a note of the “overall confirmation date”. You will need this date in step 2 of this task. Hint: Do not save the production order yet. Remain in production order processing for step 2.

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otherwise the other participants will not be able to complete the exercise! 1. Hint: Do not change the following settings. Hint: You made a note of the “overall confirmation date” of the production order in step 1 of this task (task 3). a) Is availability checked automatically when you create an order? ________________________________________________________________ ________________________________________________________________ b) Is availability checked automatically when you save the production order? ________________________________________________________________ ________________________________________________________________ Continued on next page 112 © 2009 SAP AG. All rights reserved. 3. Change the basic finish date of the production order for material R-F1## (for the document number. Where is the Customizing setting that controls whether availability is checked automatically when you create or release a production order? 2. Task 4: Check the Customizing settings of the availability check for production orders. 4.Unit 1: Availability Check Based on ATP Quantity SCM671 2. Save the production order. see task 1. step 7) to the possible “overall confirmation date” of the production order. 2009 . Check the availability for the production order again. ________________________________________________________ ________________________________________________________ ________________________________________________________ 5. Check the “check control” for the “Create Order” operation for order type PP01 in plant 1000. Check the cumulated ATP quantity in the production order for material component R-B3## and assess the situation.

113 . Check the “check control” for the “Release Order” operation for order type PP01 in plant 1000. how does the system respond when you convert planned orders to production orders? Is the conversion possible? ________________________________________________________________ ________________________________________________________________ 3. All rights reserved.SCM671 Lesson: ATP Check in Manufacturing c) Which check method is generally used to check the availability of the material components? ________________________________________________________________ ________________________________________________________________ d) Which checking rule is used to determine the scope of the ATP check? ________________________________________________________________ ________________________________________________________________ e) If material components are not available. a) Is availability checked automatically when you release an order? ________________________________________________________________ ________________________________________________________________ b) Is availability checked when you save a production order after making a relevant change? ________________________________________________________________ ________________________________________________________________ c) Which check method is generally used to check the availability of the material components? ________________________________________________________________ ________________________________________________________________ d) Which checking rule is used to determine the scope of the ATP check during release? ________________________________________________________________ ________________________________________________________________ e) Can a production order be released despite a shortage of material components? ________________________________________________________________ ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG.

Check the definition of the check scope for the ATP check that can be carried out in conjunction with creating a production order with order type PP01 in plant 1000 and for material R-F1##. step 6 of this exercise. 2009 . a) Is the safety stock taken into account when the ATP quantity is calculated? ________________________________________________________________ b) Is the replenishment lead time included in the ATP check? ________________________________________________________________ c) On which “level” is the ATP check carried out? At plant level or at plant and storage location level? ________________________________________________________________ d) Are sales requirements included when the ATP quantity is calculated? ________________________________________________________________ Hint: You determined the checking group of material R-F1## in plant 1000 in Task 1.Unit 1: Availability Check Based on ATP Quantity SCM671 4. 114 © 2009 SAP AG. All rights reserved. You also examined the checking rule of the ATP check in Task 4 step 2.

call the component overview. 1. Which material components are required to construct pump R-F1##? In the production order. Create a production order for material R-F1## in plant 1000 Hamburg with a quantity of 10 pieces. All rights reserved. Do not save the production order yet. material availability not checked.SCM671 Lesson: ATP Check in Manufacturing Solution 5: ATP Check in Manufacturing Task 1: Familiarize yourself with the ATP check in conjunction with production orders. choose the Status icon (white “i” in the blue square). 3. Has the availability of the material components already been checked? ________________________________________________________________ a) On the Create Production Order: Header screen. Material Production Plant Order Type Total Qty Basic Finish Date a) R-F1## 1000 PP01 10 PC Today + 14 days SAP Easy Access: Logistics → Production → Shop Floor Control → Order → Create → With Material Material Production Plant Order Type Enter Total Qty Basic Finish Date Enter 10 PC Today + 14 days R-F1## 1000 PP01 2. Enter two weeks from today as the production end date. Continued on next page 2009 © 2009 SAP AG. The availability status of the production order is “MANC”. Check the status of your production order. 115 .

Component 2 3. All rights reserved. Component 4 R-B1## R-B2## R-B3## R-B4## Requirement Quantity 10 PC 10 PC 10 PC 10 PC 4. Component 3 2. On the Create Production Order: Component Overview screen. Component R-B1## R-B2## R-B3## R-B4## Operation 0010 0010 0010 0010 Operation Continued on next page 116 © 2009 SAP AG. Material 1. you find the “Operation” in the corresponding column in the Component Overview table. 2009 . To which operation are the material components assigned? Component R-B1## R-B2## R-B3## R-B4## a) On the Create Production Order: Header screen.Unit 1: Availability Check Based on ATP Quantity SCM671 Material 1. Component 1 a) Requirement Quantity On the Create Production Order: Header screen. Component 3 4. Component 1 2. choose Goto → Overviews → Components. Component 3 4. Component 2 3. choose Goto → Overviews → Components.

Component R-B1## R-B2## R-B3## R-B4## Requirement Date Today + 7 days Today + 7 days Today + 7 days Today + 7 days Reqmt Date All material components are assigned to operation 0010 “provision of material and production resources and tools according to the pick list” and therefore have the same requirement date. On which date are the material components required in production? Determine the requirement dates of the material components. 117 . Now check the availability of the material components.SCM671 Lesson: ATP Check in Manufacturing 5. Are all components available on the requirement date? Interpret the result. All rights reserved. Component R-B1## R-B2## R-B3## R-B4## a) On the Create Production Order: Header screen. you find the “Requirement Date” in the corresponding column in the Component Overview table. Which confirmation proposals are possible? What is the check scope of the ATP check? In particular. 6. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG. determine the checking group and the checking rule of the ATP check. Check the availability for the entire order. use the availability check log and the missing parts list. On the Create Production Order: Component Overview screen. choose Goto → Overviews → Components. For your analysis.

Choose Goto → Missing Parts → Missing Parts List. of components checked: 4 Missing parts: 1 Overall confirmation date could not be determined Material Plant Storage Location Storage Location Requirement Quantity Confirmed Quantity ATP Quantity Requirement Date Committed Date R-B3## 1000 0001 0001 10 PC 0 0 One week from today 31. Display the log. All rights reserved. return to the Create Production Order: Header screen. 9999 means that no confirmation can be proposed. 2009 . you are “informed about a material shortage.Unit 1: Availability Check Based on ATP Quantity SCM671 a) On the Create Production Order: Header screen.ATP. Quantity confirmed during the ATP check Continued on next page 118 © 2009 SAP AG.12. In the Availability Check dialog box.” b) Call the log. To do so. A total of two messages are collected. Message type I Message type W Itm 0030 R-B3##: Shortage: 10 PC Order %00000000001 has missing parts c) First call the missing parts list for the production order.9999 Specifies the date on which the requirement quantity is available. The Availability Check screen contains the following information: No. choose Functions → Availability Check → Material .

Check Check. choose Goto → Availability Overview on the Confirmation Proposal screen. choose Goto → Display Scope of Check. The Availability Overview screen contains the following information: Time Today On requirement date Future Today On requirement date Future Location Plant 1000 Plant 1000 Plant 1000 Cumulated ATP 0 0 0 Storage location 0001 0 Storage location 0001 0 Storage location 0001 0 No cumulated ATP quantity is available on the requirement date or in the future. Continued on next page 2009 © 2009 SAP AG. On the Availability Overview screen. 7. 119 . “All production orders” are included in the ATP quantity calculation along with other receipts and requirements. To do so. you find the ATP check for the checking group (Avail. Therefore. storage location 0001. Check) and the checking rule: Avail. To do so.SCM671 Lesson: ATP Check in Manufacturing d) Now call the availability check again for material component R-B3##. a confirmation or confirmation proposal is not possible. All rights reserved. Rule f) 02 PP Check the calculation of the ATP quantity (scope of check). select the “missing parts item” on the Availability Check screen and choose Goto → Check Availability. Save the production order and note the document number. Here. e) Check the cumulated ATP quantity of component R-B3## in plant 1000. The Confirmation Proposal screen indicates that the requirement quantity cannot be confirmed and that no confirmation can be proposed.

Make a note of the document number. choose Order → Save to save the production order. Leave the Availability Check screen (missing parts list).Unit 1: Availability Check Based on ATP Quantity SCM671 Production order:______________________________________________ a) b) c) d) e) Leave the scope of check display. Choose Edit → Continue. Check the availability of the material components for the order. Task 2: Produce the missing material component R-B3##. Then save the production order and note the document number. Create a production order for material R-B3## in plant 1000 Hamburg with a quantity of 10 pieces. 1. On the Create Production Order: Header screen. Exit the availability overview. All rights reserved. You can start production in three working days. Choose Goto → Back. Leave the confirmation proposal. 2009 . Choose List → Exit. ________________________________________________________________ Material Production Plant Order Type R-B3## 1000 PP01 Continued on next page 120 © 2009 SAP AG.

choose Order → Save to save the production order. c) On the Create Production Order: Header screen. ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ Continued on next page 2009 © 2009 SAP AG. All rights reserved.SCM671 Lesson: ATP Check in Manufacturing Total Qty Basic Start Date Scheduling Type a) 10 PC Today plus 3 working days 1 (Forwards) SAP Easy Access: Logistics → Production → Shop Floor Control → Order → Create → With Material Material Production Plant Order Type “Enter” Total Qty Basic Start Date Scheduling Type Enter 10 PC Today plus 3 working days 1 (Forwards) R-B3## 1000 PP01 b) On the Create Production Order: Header screen. choose Functions → Availability Check → Material . In the status bar. 1. 121 .ATP. the system issues the message: “All checked materials in order are available”. To do so. Task 3: Recheck the availability for the production order from task 1. Make a note of the document number. step 7. also use the missing parts list of the production order. Check the availability for the production order of material R-F1## again. Are all material components now available on the requirement date? Can the system propose an overall confirmation date? Analyze and interpret the result of the availability check.

Remain in production order processing for step 2.Unit 1: Availability Check Based on ATP Quantity SCM671 Overall confirmation date:___________________________________ Hint: Do not forget to make a note of the “overall confirmation date”. step 7 b) On the Create Production Order: Header screen. you are informed about a “material shortage. You will need this date in step 2 of this task. You will need this date in step 2 of this task. Material Plant Storage Location Storage Location Requirement Quantity Confirmed Quantity R-B3## 1000 0001 0001 10 PC 0 Quantity confirmed during the ATP check Continued on next page 122 © 2009 SAP AG. choose Functions → Availability Check → Material – ATP. of components checked: 4 Missing parts: 1 Overall confirmation date: xx.xxxx Hint: Do not forget to make a note of the “overall confirmation date”. Hint: Do not save the production order yet..” c) Call the missing parts list for the production order. 2009 .xx. The Availability Check screen contains the following information: No. All rights reserved. a) SAP Easy Access: Logistics → Production → Shop Floor Control → Order → Change Order Document number from task 1. In the Availability Check dialog box.

the system can issue a complete confirmation at a later time.xxxx Specifies the date on which the requirement quantity is available d) Now call the availability check again for material component R-B3##. select the “missing parts item” on the Availability Check screen and choose Goto → Check Availability. The Availability Overview screen contains the following information: Hint: Display the individual records. Time Today On requirement date Future Today On requirement date Future Location Plant 1000 Plant 1000 Plant 1000 Cumulated ATP 0 0 10 Storage location 0001 0 Storage location 0001 0 Storage location 0001 10 No cumulated ATP quantity is available on the requirement date. To do so. As a result.SCM671 Lesson: ATP Check in Manufacturing ATP Quantity Requirement Date Confirmed Date 0 One week from today xx. the ATP quantity of the production order for material component R-B3## is included when the cumulated ATP quantity is calculated. However. Continued on next page 2009 © 2009 SAP AG. storage location 0001. The Confirmation Proposal screen indicates that the requirement quantity cannot be confirmed on the requirement date. choose Settings → All Details. To do so.xx. Since production orders are included in the scope of the check. 123 . To do so. e) Check the cumulated ATP quantity of component R-B3## in plant 1000. All rights reserved. choose Goto → Availability Overview on the Confirmation Proposal screen. a confirmation could be issued after the planned basic finish date of this production order.

Leave the Availability Check screen if necessary (missing parts list). Change the basic finish date of the production order for material R-F1## (for the document number. 2009 . (see task 3. Choose Functions → Schedule → Order. Check the availability for the production order again. Choose Edit → Continue. step 1). Schedule the production order again. choose Goto → Overviews → Components. On the Change Production Order: Header screen.ATP. Choose List → Exit. see task 1. the system issues the message: “All checked materials in order x are available”. step 7) to the possible “overall confirmation date” of the production order. Continued on next page 124 © 2009 SAP AG. Hint: You made a note of the “overall confirmation date” of the production order in step 1 of this task (task 3).Unit 1: Availability Check Based on ATP Quantity SCM671 2. choose Functions → Availability Check → Material . On the Change Production Order: Component Overview screen. ________________________________________________________ ________________________________________________________ ________________________________________________________ a) On the Change Production Order: Header screen. Choose Goto → Back. a) b) c) d) Leave the availability overview if necessary. Leave the confirmation proposal if necessary. a) On the Create Production Order: Header screen. On the Confirmation Proposal screen. Check the cumulated ATP quantity in the production order for material component R-B3## and assess the situation. 4. In the status bar. choose Goto → Availability Overview. 3. The Availability Overview screen indicates that the requirement date of material component R-B3## is after the receipt element “production order” and therefore the requirement of material component R-B3## can be confirmed based on the receipt of the ATP quantity. select material component R-B3## and choose Component Availability. choose the General tab page and enter the overall confirmation date in the Basic Finish Date field. All rights reserved.

Leave the confirmation proposal. otherwise the other participants will not be able to complete the exercise! 1. Hint: Do not change the following settings. All rights reserved. 2. production order type. Where is the Customizing setting that controls whether availability is checked automatically when you create or release a production order? Answer: In the IMG: Production → Shop Floor Control → Operations → Availability Check → Define Checking Control. Choose Goto → Back. a) b) c) Leave the availability overview. On the Production Order Change: Component Overview screen. Save the production order. and operation (create/release). Choose Edit → Continue. you determine whether an automatic check is to be carried out for each plant. 125 . Task 4: Check the Customizing settings of the availability check for production orders. Check the “check control” for the “Create Order” operation for order type PP01 in plant 1000. a) Is availability checked automatically when you create an order? ________________________________________________________________ ________________________________________________________________ b) Is availability checked automatically when you save the production order? ________________________________________________________________ ________________________________________________________________ c) Which check method is generally used to check the availability of the material components? ________________________________________________________________ ________________________________________________________________ d) Which checking rule is used to determine the scope of the ATP check? ________________________________________________________________ ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG.SCM671 Lesson: ATP Check in Manufacturing 5. choose Order → Save to save the production order.

availability is not checked automatically. and operation 1. Parameter No check Attribute Selected Significance When you create an order. 2009 . Parameter Component Check Type Attribute “Blank” Significance Availability of the material components is generally checked using an ATP check.” select the row: Plant Order Type Business Function 1000 PP01 1 Choose Goto → Details to access the screen “Change View “Order Control”: Details”. how does the system respond when you convert planned orders to production orders? Is the conversion possible? ________________________________________________________________ ________________________________________________________________ a) Production → Shop Floor Control → Operations → Availability Check → Define Checking Control On the screen “Change View “Order Control”: Overview. Continued on next page 126 © 2009 SAP AG. b) On the screen “Change View “Order Control”: Details” for plant 1000. order type PP01. All rights reserved. availability is not checked. c) On the screen “Change View “Order Control”: Details” for plant 1000. and operation 1. Parameter Check material availability when saving order Attribute Not selected Significance When you save the production order. order type PP01.Unit 1: Availability Check Based on ATP Quantity SCM671 e) If material components are not available.

Check the “check control” for the “Release Order” operation for order type PP01 in plant 1000. All rights reserved. 3. order type PP01. Conversion Attribute 2 Significance Planned orders can be converted as part of a collective conversion. and operation 1. and operation 1. order type PP01. a) Is availability checked automatically when you release an order? ________________________________________________________________ ________________________________________________________________ b) Is availability checked when you save a production order after making a relevant change? ________________________________________________________________ ________________________________________________________________ c) Which check method is generally used to check the availability of the material components? ________________________________________________________________ ________________________________________________________________ d) Which checking rule is used to determine the scope of the ATP check during release? ________________________________________________________________ ________________________________________________________________ e) Can a production order be released despite a shortage of material components? ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG. Parameter Collect. Parameter Checking Rule Value PP Meaning e) On the screen “Change View “Order Control”: Details” for plant 1000. despite a shortage of material components. 127 .SCM671 Lesson: ATP Check in Manufacturing d) On the screen “Change View “Order Control”: Details” for plant 1000.

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________________________________________________________________ a) IMG: Production → Shop Floor Control → Operations → Availability Check → Define Checking Control On the screen “Change View “Order Control”: Overview,” select the row: Plant Order Type Business Function 1000 PP01 2

Choose Goto → Details to access the screen “Change View “Order Control”: Details”. Parameter No check Attribute Selected Significance When you release an order, availability is not checked automatically.

b)

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 2. Parameter Check material availability when saving order Value not selected Meaning When you save the production order, availability is not checked.

c)

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 2. Parameter Component Check Type Attribute “Blank” Significance Availability of the material components is generally checked using an ATP check.

d)

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

Continued on next page

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Parameter Checking rule e)

Value PP

Meaning

On the screen “Change View “Order Control”: Details” for plant 1000, order type PP01, and operation 2. Parameter Release Material Attribute 1 Significance The processor decides whether the production order is released if material components are not available.

4.

Check the definition of the check scope for the ATP check that can be carried out in conjunction with creating a production order with order type PP01 in plant 1000 and for material R-F1##. a) Is the safety stock taken into account when the ATP quantity is calculated? ________________________________________________________________ b) Is the replenishment lead time included in the ATP check? ________________________________________________________________ c) On which “level” is the ATP check carried out? At plant level or at plant and storage location level? ________________________________________________________________ d) Are sales requirements included when the ATP quantity is calculated? ________________________________________________________________ Hint: You determined the checking group of material R-F1## in plant 1000 in Task 1, step 6 of this exercise. You also examined the checking rule of the ATP check in Task 4 step 2. a) IMG: Production → Shop Floor Control → Operations → Availability Check → Define Scope of Check Select the row containing: Avail CRI 02 PP Continued on next page

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Once you have selected this row, choose Goto → Details. You then branch to the screen “Change View “Availability Check Control”: Details”. Parameter Include Safety Stock Attribute Not selected Significance The safety stock is not included when the cumulated ATP quantity is calculated.

b)

On the screen “Change View “Availability Check Control”: Details” for checking group 02 and checking rule PP: Parameter Check Without RLT Attribute Selected Significance The ATP check is carried out without taking into account the replenishment lead time.

c)

On the screen “Change View “Availability Check Control”: Details” for checking group 02 and checking rule PP: Parameter No Stor. Loc. Inspectn Attribute Not selected Significance The ATP check is carried out at the level of plant/storage location.

d)

On the screen “Change View “Availability Check Control”: Details” for checking group 02 and checking rule PP: Parameter Attribute Significance The cumulated ATP quantity is calculated taking into account the confirmed sales requirements.

Include Sales Reqmts Selected

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

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

Lesson Objectives
After completing this lesson, you will be able to: • • • Check availability based on the ATP quantity for stock transport requisitions, stock transport orders, and replenishment deliveries Check availability on the basis of the ATP quantity for material reservations and stock postings Interpret the results of the availability check

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

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you must create a stock transport requisition. 2009 © 2009 SAP AG. All rights reserved. you can also check the availability in the delivery plant when the purchase requisition is created. This is useful since the ATP quantity may have changed in the time between creating the stock transport order and creating the outbound delivery.SCM671 Lesson: ATP Check in Materials Management ATP Check as Part of Stock Transfers Figure 37: Availability Checks as Part of Stock Transfers When stock is transferred between two plants. the items in the purchase requisitions must have item category U (stock transfer) and the delivery plant has to be specified for each item. it is useful to check the availability of the materials in the delivery plant and reserve them for the receiving plant when you create the stock transport order. 133 . In other words. To do so however. If required. An additional availability check can also be carried out when the outbound delivery is created in the delivery plant.

this is document type UB) in the delivery plant.” In general. Requirements from stock transport orders can be revised as part of back order processing or rescheduling. this means that a checking group must be entered for the delivery plant in the material master. and that in Customizing. 134 © 2009 SAP AG. The result of the availability check is documented in the item details on the Delivery Schedule tab page in the form of one or more schedule lines. it runs unnoticed. To be specific.Unit 1: Availability Check Based on ATP Quantity SCM671 Figure 38: Configuring the ATP Check for Stock Transport Orders The availability check for stock transport orders must be defined for the material and configured in the Customizing settings. a checking rule must be assigned to the purchasing document type of the stock transport order (in the standard system.” or it can branch to a user screen where the user chooses the appropriate delivery proposal. All rights reserved. For this combination of checking group and checking rule. Note: SAP Note 885177 “Stock Transfer in Purchasing: New Schedule Line Purchasing” describes the different options for displaying the result of the availability check in the stock transport order. If this is the case. the system can select the delivery proposal independently based on the Customizing setting of the “availability check rule. the necessary check control or scope of check must be defined. If the check is successful. In addition. 2009 . the availability of the stock transport item is checked on the material availability date of the item. If the check is not successful. the system response is dependent on Customizing for the “availability check rule. the check generates a warning message or log entry.

2009 © 2009 SAP AG. The system determines the checking control necessary for this using the checking group of the material and the checking rule of the delivery document.SCM671 Lesson: ATP Check in Materials Management Figure 39: Configuring the ATP Check for Replenishment Deliveries If the stock transfer is processed on the basis of an outbound delivery. For availability of the outbound delivery item to be checked. the assignment of the checking rule to the delivery is hard-coded. In the standard system. 135 . another ATP check can be carried out when the outbound delivery is created. All rights reserved. the availability check must be active for the outbound delivery item type.

Together with the checking group of the material. You can also configure the dynamic availability check to include the replenishment lead time. During the check. there is a requirement in four weeks that it is not currently covered by the 136 © 2009 SAP AG. depending on the delivery plant.Unit 1: Availability Check Based on ATP Quantity SCM671 Figure 40: ATP Check as Part of the Stock Transport Requisition If you want to check availability when you create the stock transport requisition. a check rule is assigned in Customizing for the purchasing document type used to control purchase requisitions. Static availability check The static availability check is carried out when the goods issue is posted and refers to this date. you can activate the dynamic availability check for creating reservations and goods movements. only the stocks that are currently available are taken into account – not the confirmed stock! The static availability check is programmed and cannot be changed in Customizing. For example. The ATP check is controlled in the same way as the availability check in Sales and Distribution. 2009 . Dynamic Availability Check in Relation to Reservations and Goods Movements In Customizing. It is then carried out in addition to the hard-coded. All rights reserved. this determines how the availability check is processed. Dynamic availability check The dynamic availability check refers to the requirement date. All receipts and issues are included as defined by the scope of the check. static availability check.

and issues) are to be included in the dynamic availability check. For the goods receipt. All rights reserved. 2009 © 2009 SAP AG. receipts. since the replenishment lead time is just one week. You must therefore enter the checking rules for goods receipts for transaction MIGO_GI. goods issue/stock transfer. a checking group must be entered for the availability check (in the standard system. you then specify which elements (stocks. Note: When you post a goods issue with transaction MIGO. Figure 41: Configuring the Dynamic Availability Check In the material master record. and reservation operations. set the indicator for the dynamic availability check for each relevant movement type. The dynamic availability check must be activated based on the material and the movement type or transaction code. However. on the MRP 3 or Sales: General/Plant Data tab page). Then assign the checking rules to the transactions for which the dynamic availability check is to be carried out. and whether the replenishment lead time should also be taken into account. 137 . transaction MIGO_GI is executed in the background.SCM671 Lesson: ATP Check in Materials Management existing stock. the requirement can be confirmed. Depending on the checking rule and group. Examine which checking rules you want to use for which operations.

Unit 1: Availability Check Based on ATP Quantity SCM671 138 © 2009 SAP AG. All rights reserved. 2009 .

You require the material in plant 1400 Stuttgart. the stock transport order is to be included in the ATP quantity calculation in the receiving plant as a planned receipt. and goods issue postings • Interpret the results of the ATP check in Materials Management Business Example To provide consistent and reliable supplier confirmations that correspond to Sales and Distribution. All rights reserved. When you create the stock transport order. To do so.SCM671 Lesson: ATP Check in Materials Management Exercise 6: ATP Check in Materials Management Exercise Objectives After completing this exercise. or you want to include confirmed material reservations in the ATP checks in Sales and Distribution. availability is to be checked in the supplying plant. you also want to include sales and stock transfer requirements that have already been confirmed. call the “Availability Overview” transaction. material reservations. When you enter material reservations. you will be able to: • Configure the ATP check for stock transfers. you want to use the ATP check for plant-to-plant stock transfers. you want to use the dynamic availability check along with the static availability check. Task 1: Check the stocks of material T-AC3## in your company. 139 . 1. Check the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. Call the stock overview for material T-AC3##. Transfer material T-AC3## from plant 1200 Dresden to Stuttgart. The stock transfer requirement is also to be “reserved” in the supplying plant. Continued on next page 2009 © 2009 SAP AG. In addition. How many meters of cable are there in plant 1200 Dresden? What is the stock in plant 1400 Stuttgart? Plant 1200:_______________________________________________________ Plant 1400:_______________________________________________________ 2. For goods movement postings.

What is the maximum number of meters of T-AC3## that can be transferred from plant 1200? ________________________________________________________________ How does the system respond if you enter a stock transfer quantity of 3.500 meters from plant 1200 Dresden to plant 1400. 140 © 2009 SAP AG.Unit 1: Availability Check Based on ATP Quantity SCM671 Material Plant Checking Rule Date Today Today One month from today One month from today Location Plant 1200 T-AC3## 1200 RP Cumulated ATP Quantity Plant 1200/Storage location 0001 Plant 1200 Plant 1200/Storage location 0001 3. Since material T-AC3## is required urgently in plant 1400 Stuttgart. 2009 . Purch. create a stock transport order. Caution: Do not save the stock transport order yet.000 meters for material T-AC3##? Check the schedule line(s) of the order item and interpret the information. ________________________________________________________________ Continued on next page 5. Order Type Supplying Plant Purch. To do so. All rights reserved. Org. Group Company Code Material PO Quantity Deliv. you decide to transfer 1. Date Plant Storage Location UB 1200 Dresden 1000 000 1000 T-AC3## 1500 Today 1400 0001 4.

________________________________________________________________ 9. Which checking group and rule are used for the ATP check? ________________________________________________________________ ________________________________________________________________ 7. Change the PO quantity back to the required 1. call the “Availability Overview” transaction. Once you have entered the stock transport order. Make a note of the document number. Material Plant Checking Rule Date Today Today Location Plant 1200 Plant 1200/Storage location 0001 T-AC3## 1200 RP Cumulated ATP Quantity ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG. How is the scope of the ATP check defined? Are inbound deliveries and released requirements taken into account when the cumulated ATP quantity is calculated? ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 8.SCM671 Lesson: ATP Check in Materials Management ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 6. recheck the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. All rights reserved.500 meters and save the stock transport order. To do so. 141 .

Unit 1: Availability Check Based on ATP Quantity SCM671 10. Now deliver the stock transport order. call the transaction “Availability Overview”. To do so. 2009 . Now check the cumulated ATP quantity in plants 1200 and 1400 again. Now check the cumulated ATP quantity of material T-AC3## in plant 1400 Stuttgart and assess the ATP situation. Interpret the information. All rights reserved. Make a note of the outbound delivery document number. Date Today Today End date of the goods receipt of the stock transport order Location Plant 1200 Plant 1400 Plant 1400 Cumulated ATP Quantity ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Continued on next page 142 © 2009 SAP AG. Material Plant Checking Rule Date Today End date of the goods receipt of the stock transport order Location Plant 1400 Plant 1400 T-AC3## 1400 RP Cumulated ATP Quantity ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 11. Outbound delivery:_________________________________________________ 12.

Check the Customizing settings for the ATP check for the stock transport order. 1. Note: Do not change the Customizing settings since the exercises for all participants are based on this configuration! In which Customizing table is the checking rule for the ATP check defined as part of stock transport orders? ________________________________________________________________ ________________________________________________________________ 2. Now check the cumulated ATP quantity in plants 1200 and 1400 again. Check the attribute of the “Rule for Adoption of ATP Results in Purchasing” field. 143 . All rights reserved. Interpret the information. Which delivery schedule process is active? ________________________________________________________________ ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG. Date Today Today End date of the goods receipt of the stock transport order Location Plant 1200 Plant 1400 Plant 1400 Cumulated ATP Quantity ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Task 2: Now analyze the Customizing settings for the ATP check for stock transport orders. 14. On which criteria does the definition of the checking rule depend? ________________________________________________________________ ________________________________________________________________ 3.SCM671 Lesson: ATP Check in Materials Management 13. Now execute picking and the goods issue posting on the basis of the outbound delivery.

First check the Customizing settings of the availability check for material reservations. Check the “scope of the check” or the “availability check control” of checking group 02/checking rule 03. Check the “availability check control” for checking group 02 and checking rule RP. Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”. 2009 . Which checking rules are used in the availability check when you create and change material reservations? ________________________________________________________________ ________________________________________________________________ 2. Examine the checking group of material T-AC4## in plant 1200 Dresden. Checking group:____________________________________________________ 4. 1. Dynamic availability check:_________________________________ Continued on next page 144 © 2009 SAP AG. 5. 6. All rights reserved. where are the “checking rules” defined that are then assigned to the order type and delivery plant? Task 3: Familiarize yourself with the dynamic availability check as part of material reservations. How and where is the dynamic availability check activated for material reservations? 5. In Customizing.Unit 1: Availability Check Based on ATP Quantity SCM671 4. Where is the “checking group” that is relevant for the availability check defined? 3.

Base Date Movement Type Plant G/L Account Cost Center Material Quantity SLoc Two weeks from today 201 1200 410000 1000 T-AC4## 1500 0001 8. Do not save the reservation yet. step 10.SCM671 Lesson: ATP Check in Materials Management 7. What is the cumulated ATP quantity on the requirement date of the reservation? ________________________________________________________________ ________________________________________________________________ 9. 1. All rights reserved. 2009 © 2009 SAP AG. Note that transaction MIGO issues warning messages only if requested. Check the ATP situation. check the activation of the dynamic availability check for goods issue postings. Before you post the goods issue for “your” reservation. Dynamic availability check:__________________________________ 2. Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”. Now create a material reservation for material T-AC4## in plant 1200 Dresden. Save the reservation and make a note of the document number. What is the checking group and rule of the ATP check? ________________________________________________________________ ________________________________________________________________ 10. Reservation:__________________________________________________ Task 4: Now process the dynamic availability check as part of goods issue postings. Now post the goods issue for “your” reservation from task 2. 145 .

Call the stock overview for material T-AC3##. Check the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. How many meters of cable are there in plant 1200 Dresden? What is the stock in plant 1400 Stuttgart? Plant 1200:_______________________________________________________ Plant 1400:_______________________________________________________ a) Logistics → Materials Management → Inventory Management → Environment → Stock → Stock Overview Material Program → Execute Plant 1200: 2. 1. call the “Availability Overview” transaction. To do so. You require the material in plant 1400 Stuttgart. Transfer material T-AC3## from plant 1200 Dresden to Stuttgart. 2009 .000 meters Plant 1400: 0 meters 2. All rights reserved. Material Plant Checking Rule T-AC3## 1200 RP T-AC3## Continued on next page 146 © 2009 SAP AG.Unit 1: Availability Check Based on ATP Quantity SCM671 Solution 6: ATP Check in Materials Management Task 1: Check the stocks of material T-AC3## in your company.

000 meters. storage location 0001 is 2. There are also no planned receipts for material T-AC3## in plant 1200. a requirement in plant 1200 can be confirmed in an amount up to 2. Continued on next page 2009 © 2009 SAP AG. 147 .000 meters for the current date and in the future.SCM671 Lesson: ATP Check in Materials Management Date Today Today One month from today One month from today Location Plant 1200 Plant 1200/Storage location 0001 Plant 1200 Plant 1200/Storage location 0001 Cumulated ATP Quantity a) b) Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material Plant Checking Rule Enter c) Date Today Today One month from today One month from today Location Plant 1200 T-AC3## 1200 RP Cumulated ATP Quantity 2000 2000 2000 2000 Plant 1200/Storage location 0001 Plant 1200 Plant 1200/Storage location 0001 The cumulated ATP quantity of material T-AC3## in plant 1200 Dresden. As a result. There are no confirmed requirements. All rights reserved.

Date Plant Storage Location a) UB 1200 Dresden 1000 000 1000 T-AC3## 1500 Today 1400 0001 Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known Order Type Supplying Plant Purch. 4. Since material T-AC3## is required urgently in plant 1400 Stuttgart. What is the maximum number of meters of T-AC3## that can be transferred from plant 1200? Continued on next page 148 © 2009 SAP AG. Group Company Code Material PO Quantity Deliv.Unit 1: Availability Check Based on ATP Quantity SCM671 3.XXXX” by pressing ENTER. All rights reserved. create a stock transport order. Purch. 2009 . Org. Caution: Do not save the stock transport order yet. Purch. Org. To do so. you decide to transfer 1. Order Type Supplying Plant Purch.XX.500 meters from plant 1200 Dresden to plant 1400. Date Plant Storage Location UB 1200 Dresden 1000 000 1000 T-AC3## 1500 Today 1400 0001 Confirm the system message “Can delivery date be met? Realistic delivery date: XX. Group Company Code Material PO Quantity Deliv.

SCM671 Lesson: ATP Check in Materials Management ________________________________________________________________ a) On the Create Purchase Order screen. 5.000 meters for material T-AC3##? Check the schedule line(s) of the order item and interpret the information. How does the system respond if you enter a stock transfer quantity of 3.000 meters can be confirmed. a maximum of 2. 149 . The cumulated ATP quantity of material T-AC3## on the requirement date is 2. All rights reserved.000 meters. As a result. choose Environment → Availability. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG.

How is the scope of the ATP check defined? Are inbound deliveries and released requirements taken into account when the cumulated ATP quantity is calculated? ________________________________________________________________ Continued on next page 150 © 2009 SAP AG. Increase the PO Quantity of material T-AC3## to 3. choose Environment → Availability. 9999 means that the complete quantity is not available in the future or the system cannot issue a statement about it. choose the Delivery Schedule tab page. The Availability Overview screen displays the Checking Group (Avail. In the status bar. Which checking group and rule are used for the ATP check? ________________________________________________________________ ________________________________________________________________ a) On the Create Purchase Order screen. In the item detail data. 2009 .12. 7.Unit 1: Availability Check Based on ATP Quantity SCM671 ________________________________________________________________ a) Return to the Create Purchase Order screen. December 31.000 meters. All rights reserved. the complete scheduled quantity specified is available in the delivery plant.9999 Committed Quantity 2000 6. Quantity available in the delivery plant on the specified date Scheduled Quantity 3000 Committed Date 31. Delivery Date Today Date specified by the user on which the schedule line quantity is required Quantity specified by the user (PO quantity) that is required on the delivery date On this date. only 2000 M are available on desired date”. Check) 02 and the Checking Rule RP. the system issues the message “Of material T-AC3##.

SCM671 Lesson: ATP Check in Materials Management ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ a) On the Availability Overview screen. recheck the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. ________________________________________________________________ a) Return to the “Create Purchase Order” screen. Change the PO Quantity to 1500. Material Plant Checking Rule Date Today Today Location Plant 1200 Plant 1200/Storage location 0001 T-AC3## 1200 RP Cumulated ATP Quantity ________________________________________________________________ ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG. choose Goto → Display Scope of Check. Choose Purchase Order → Save to save the stock transport order. 9. requirements. Once you have entered the stock transport order. Change the PO quantity back to the required 1. Alongside other stocks. 8.500 meters and save the stock transport order. and receipts. Make a note of the document number. call the “Availability Overview” transaction. To do so. the scope of the check contains shipping notifications (inbound deliveries) and released requirements. All rights reserved. 151 .

Material Plant Checking Rule Date Today End date of the goods receipt of the stock transport order Location Plant 1400 Plant 1400 T-AC3## 1400 RP Cumulated ATP Quantity ________________________________________________________________ ________________________________________________________________ Continued on next page 152 © 2009 SAP AG. 10.Unit 1: Availability Check Based on ATP Quantity SCM671 ________________________________________________________________ a) Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material Plant Checking Rule “Enter” b) Date Today Today Location Plant 1200 Plant 1200/Storage location 0001 Cumulated ATP Quantity 500 2000 T-AC3## 1200 RP The stock transport order (release order) has reduced the cumulated ATP quantity by 1.500 meters. All rights reserved. call the transaction “Availability Overview”. Now check the cumulated ATP quantity of material T-AC3## in plant 1400 Stuttgart and assess the ATP situation. To do so. 2009 .

Outbound delivery:_________________________________________________ a) Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Outbound Delivery → Create → Collective Processing of Documents Due for Delivery → Purchase Orders On the Purchase Orders. Make a note of the outbound delivery document number. 153 . Now deliver the stock transport order. To do so. the stock transport order is a planned receipt and therefore increases the cumulated ATP quantity. All rights reserved. In the Purchasing Document field. enter the document number of “your” stock transport order (see step 8). put your cursor on the group no line. then choose. Select the row with “your” stock transport order and choose Background to create the outbound delivery. Choose Program → Execute.SCM671 Lesson: ATP Check in Materials Management ________________________________________________________________ a) Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material Plant Checking Rule Enter b) Date Today Location Plant 1400 Cumulated ATP Quantity 0 1500 T-AC3## 1400 RP End date of the goods Plant 1400 receipt of the stock transport order From the perspective of plant 1400 Stuttgart. In the log. choose the Purchase Orders tab page. Fast Display screen. choose Log for Delivery Creation. Continued on next page 2009 © 2009 SAP AG. then choose Documents. 11. Call the log for delivery creation and note the document number of the outbound delivery that you just created.

and 1400 in second step RP End date of the goods Plant 1400 receipt of the stock transport order The released requirement (stock transport order) in plant 1200 has been converted to an (outbound) delivery. Date Today Today End date of the goods receipt of the stock transport order Location Plant 1200 Plant 1400 Plant 1400 Cumulated ATP Quantity ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ a) Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material Plant Checking Rule “Choose Enter“”” b) Date Today Today Location Plant 1200 Plant 1400 Cumulated ATP Quantity 500 0 1500 T-AC3## 1200. 2009 . Continued on next page 154 © 2009 SAP AG. From the perspective of plant 1400 Stuttgart.Unit 1: Availability Check Based on ATP Quantity SCM671 12. Interpret the information. the stock transport order is a planned receipt and therefore increases the cumulated ATP quantity. Now check the cumulated ATP quantity in plants 1200 and 1400 again. All rights reserved.

a) To pick the outbound delivery and post the goods issue.SCM671 Lesson: ATP Check in Materials Management 13. All rights reserved. Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Picking → Create Transfer Order → Single Document Warehouse Number Delivery Activate Item Foreground/Background Adopt Pick Quantity 012 “Your” outbound delivery Selected Background 2 Confirm your entries with Enter. Picking and the goods issue posting are executed. Now check the cumulated ATP quantity in plants 1200 and 1400 again. Interpret the information. 14. Date Today Today End date of the goods receipt of the stock transport order Location Plant 1200 Plant 1400 Plant 1400 Cumulated ATP Quantity ________________________________________________________________ ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG. call the “Create Transfer Order” transaction. Now execute picking and the goods issue posting on the basis of the outbound delivery. 155 .

the delivery requirement has been deleted by the goods issue posting. Continued on next page 156 © 2009 SAP AG. Task 2: Now analyze the Customizing settings for the ATP check for stock transport orders. In the IMG activity “Assign Delivery Type and Checking Rule. and 1400 in second step RP In plant 1200.Unit 1: Availability Check Based on ATP Quantity SCM671 ________________________________________________________________ a) Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material Plant Checking Rule “Enter” b) Date Today Today Location Plant 1200 Plant 1400 Cumulated ATP Quantity 500 1500 T-AC3## 1200. Check the Customizing settings for the ATP check for the stock transport order. All rights reserved. The planned purchase order receipt has been deleted and the plant stock has increased. 1. Note: Do not change the Customizing settings since the exercises for all participants are based on this configuration! In which Customizing table is the checking rule for the ATP check defined as part of stock transport orders? ________________________________________________________________ ________________________________________________________________ a) IMG path: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Assign Delivery Type and Checking Rule.” the goods issue posting in plant 1200 immediately triggers a goods receipt in plant 1400. 2009 .” you specify the checking rule that is used to determine the relevant “checking control” in conjunction with stock transport orders. Since the stock transfer is a “one-step procedure.

First check the Customizing settings of the availability check for material reservations. In Customizing. On the “Change View “Stock Transfer Data”: Overview” screen. Checking rule RP is assigned to document type UB and delivery plant 1200. a) IMG path: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Define Checking Rule Select the row containing checking group 02 and checking rule RP.Ch. Check the attribute of the “Rule for Adoption of ATP Results in Purchasing” field. On which criteria does the definition of the checking rule depend? ________________________________________________________________ ________________________________________________________________ a) Call the IMG activity “Assign Delivery Type and Checking Rule. 157 . For order type UB and delivery plant 1200. Which checking rules are used in the availability check when you create and change material reservations? ________________________________________________________________ Continued on next page 2009 © 2009 SAP AG. select the row containing Document Type UB and Delivery Plant 1200. All rights reserved. 1.” The checking rule is assigned depending on the Document Type and Delivery Plant. Therefore.Ch. Choose Goto → Details.Rule. 4. Which delivery schedule process is active? ________________________________________________________________ ________________________________________________________________ a) The “Change View “Stock Transfer Data”: Overview” screen contains the column Av. 5.SCM671 Lesson: ATP Check in Materials Management 2. the standard procedure for delivery scheduling is active. the Av.Rule field is blank. 3. where are the “checking rules” defined that are then assigned to the order type and delivery plant? a) IMG path: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Create Checking Rule Task 3: Familiarize yourself with the dynamic availability check as part of material reservations. Check the “availability check control” for checking group 02 and checking rule RP.

Checking group for plant 1200: 02 1200 Continued on next page 158 © 2009 SAP AG. All rights reserved. choose the tab page Sales: General/Plant or MRP 3 to display the Availability Check field (checking group). Examine the checking group of material T-AC4## in plant 1200 Dresden. Checking group:____________________________________________________ a) Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material Goto → Select View(s) View Sales: General/Plant Data or MRP 3 T-AC4## Enter Plant Enter On the Display Material T-AC1## (Trading Goods) screen. choose Transaction Code. Where is the “checking group” that is relevant for the availability check defined? Answer: The checking group is defined in the material master record. 2009 . 3.” 2.Unit 1: Availability Check Based on ATP Quantity SCM671 ________________________________________________________________ a) IMG: Materials Management → Inventory Management and Physical Inventory → Reservation → Set Dynamic Availability Check On the Availability Check: Reservation screen. Checking rule 03 is assigned to transaction codes MB21 “Create Reservation” and MB22 “Change Reservation. It can be defined for each plant on the tab pages Sales: General/Plant Data and MRP 3.

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Lesson: ATP Check in Materials Management

4.

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

5.

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

6.

Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”. Dynamic availability check:_________________________________ a) IMG: Materials Management → Inventory Management and Physical Inventory → Reservation → Set Dynamic Availability Check On the Availability Check: Reservation screen, choose Movement Type. On the “Change View “Availability Check Control”: Overview” screen, select the following entry: MvT Val Qua S Mvt Rec Cns Dynamic avail. check: E 201 Selected Selected Blank Blank Blank Blank

7.

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

Continued on next page

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Base Date Movement Type Plant G/L Account Cost Center Material Quantity SLoc a)

Two weeks from today 201 1200 410000 1000 T-AC4## 1500 0001

Logistics → Materials Management → Inventory Management → Reservation → Create On the Create Reservation: Initial Screen screen, enter the following data: Base Date Movement Type Plant Two weeks from today 201 1200

On the Create Reservation: New Items screen enter the following data: G/L Account Cost Center Material Quantity SLoc 410000 1000 T-AC4## 1500 0001

Confirm your entries with Enter. In the status bar, the system issues the message “On the XX.XX.XXXX, only 1000 PC available”. Confirm the warning message by choosing Enter. 8. Check the ATP situation. What is the cumulated ATP quantity on the requirement date of the reservation? ________________________________________________________________ ________________________________________________________________ a) 9. Check the ATP quantity. Choose Environment → Availability Overview. The cumulated ATP quantity on the requirement date is 1,000 pieces. Continued on next page

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

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________________________________________________________________ ________________________________________________________________ a) The checking group of the ATP check is 02 and the checking rule is 03. 10. Save the reservation and make a note of the document number. Reservation:__________________________________________________ a) Post or save the reservation. Choose Reservation → Post. Make a note of the document number. Reservation:____________________________________________________

Task 4:
Now process the dynamic availability check as part of goods issue postings. 1. Before you post the goods issue for “your” reservation, check the activation of the dynamic availability check for goods issue postings. Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”. Dynamic availability check:__________________________________ a) IMG: Materials Management → Inventory Management and Physical Inventory → Goods Issue / Transfer Postings → Set Up Dynamic Availability Check On the Availability Check: Goods Issue screen, choose Movement Type. On the “Change View “Dynamic Availability Check”: Overview” screen, select the following entry: MvT Val Qua S Mvt Rec Cns Dynamic avail. check: E 201 Selected Selected Blank Blank Blank Blank

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2.

Now post the goods issue for “your” reservation from task 2, step 10. Note that transaction MIGO issues warning messages only if requested. a) Logistics → Materials Management → Inventory Management → Goods Movement → Goods Movement (MIGO) Action Reference Document Reservation Number Goods Issue Reservation “Your” reservation (task 3, step 10)

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

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

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2009 . and replenishment deliveries • Check availability on the basis of the ATP quantity for material reservations and stock postings • Interpret the results of the availability check 164 © 2009 SAP AG. stock transport orders. All rights reserved.Unit Summary SCM671 Unit Summary You should now be able to: • Understand the concept of the ATP check • Explain the fundamentals of the ATP check • Activate the ATP check in Sales and Distribution • Explain the specific aspects of the ATP check in Sales and Distribution • Configure the Customizing settings for the ATP check • Interpret the results of the ATP check in Sales and Distribution • Explain how the availability check for material components is carried out and controlled on the basis of the ATP quantity • Interpret the results of the availability check • Check availability based on the ATP quantity for stock transport requisitions.

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........ Unit Objectives After completing this unit...... you define product allocations for customers or customer groups.166 Exercise 7: Availability Check Against Product Allocations......... you will be able to: • • • Explain the concept of the availability check against product allocations Configure the availability check against product allocations Interpret the results of the availability check against product allocations Unit Contents Lesson: Availability Check Against Product Allocations .. 165 ...175 2009 © 2009 SAP AG..Unit 2 Availability Check Against Product Allocations Unit Overview The quantities your company is producing are lower than market demand.... So that your first customers do not exhaust your entire stock. All rights reserved.

meaning that it would no longer be possible to confirm subsequent sales orders or that they would be confirmed far too late. Lesson Objectives After completing this lesson. So that your first customers do not exhaust your entire stock. this can prevent the entire available quantity of a product in short supply from being allocated to the first customer. and so on. you define product allocations for customers or customer groups. You can maintain allocations for customer groups. Concept of Product Allocation Figure 42: Concept of Product Allocation The product allocation function allows you to manage the supply of scarce products to customers so that each customer receives at most the allocated amount. as well as for individual customers. sales organizations. or other attributes depending on the period. 166 © 2009 SAP AG. All rights reserved. 2009 . you can assign products for specific customers. For example. you will be able to: • • • Explain the concept of the availability check against product allocations Configure the availability check against product allocations Interpret the results of the availability check against product allocations Business Example Using product allocations. regions.Unit 2: Availability Check Against Product Allocations SCM671 Lesson: Availability Check Against Product Allocations Lesson Overview The quantities that your company can provide are lower than market demand.

The relevant product allocation is calculated on the basis of the order attributes. Figure 43: Check Against Product Allocations Incoming requirements are checked against the “available” product allocation quantity. The system also supports the fact that there are different phases of allocation control during the overall constraint period. The product allocation control process permits the user to manage allocations at a specific material level and at various product group levels. 167 . 2009 © 2009 SAP AG. Product allocation encompasses internal allocations to sales organizations and distribution channels. If there is no “available” product allocation quantity in the period in which the material availability date falls. All rights reserved. the requirement cannot be confirmed or cannot be confirmed as requested. as well as external customer groups and specific customers.SCM671 Lesson: Availability Check Against Product Allocations The ATP check can be combined with the product allocation check.

Product allocation encompasses allocations for all sales order attributes. including sales organizations and distribution channels. 168 © 2009 SAP AG. external customer groups. an ATP check can be carried out against stocks and receipts. For other attributes. possibly resulting in a lower confirmed quantity due to insufficient stock. and specific customers. 2009 . This confirmed quantity can then be checked against the product allocation. you have to use the user exit INCLUDE Fv45vfzy user exit_quota_key_va (transaction SE38). possibly resulting in a further reduction of the confirmed quantity. All rights reserved.Unit 2: Availability Check Against Product Allocations SCM671 Figure 44: Creating an Order with ATP Check and Product Allocation A product allocation check can act as a secondary check against the quantity requested in the sales order. First.

Figure 46: Elements of Product Allocation 2009 © 2009 SAP AG. All rights reserved. In Customizing (Availability Check Against Product Allocation → Define Flow According to Requirement Category and Process Flow for Each Schedule Line Category).SCM671 Lesson: Availability Check Against Product Allocations Figure 45: Activating Product Allocation So that you can use the product allocation check. this availability check method must be active for the relevant requirement classes and schedule line category. 169 . activate product allocation for the relevant requirement category and schedule line category.

define a dummy object and set it to inactive. link the procedure to an information structure. • • • • Figure 47: Function of the Product Allocation Objects The system includes the different phases of product allocation control in the overall constraint period. To deactivate product allocation for a certain period. which contains product allocations. material availability date. Objects are always valid from the end date of the preceding object. Each object has its own validity period. define a product allocation procedure and object (reason for product allocation). All rights reserved. The system determines the relevant object on the basis of the updating date for the key figure of the info structure. and planned goods issue date. 170 © 2009 SAP AG.Unit 2: Availability Check Against Product Allocations SCM671 To use product allocations. It then uses the object to determine the corresponding planning hierarchy. Maintain the planning hierarchy and updating rules for your allocation info structure. 2009 . In Customizing (Availability Check Against Product Allocation → Specify Hierarchy). Maintain the procedure in the material master records (basic data) of the materials you want to allocate. you must complete the following steps: • In Customizing (Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Maintain Procedure and Define Object). The system allows only three update dates: delivery date. In Customizing (Availability Check Against Product Allocation → Control Product Allocation). assign your objects to a procedure. You can assign several product allocation objects to the product allocation procedure.

Different masking IDs cannot be used for different procedures assigned to the same info structure. This creates a default entry for the specified nodes in the hierarchy. To do so. assign the allocation objects to the highest level. Figure 48: Information Structure Information structure S140 is configured accordingly for product allocation. Once you have entered the planning hierarchy. The allocation check is always performed at the detailed level of the hierarchy. you can add collective characteristics to it. When you create your planning hierarchy. choose the IMG activity “Permit Collective Production Allocation in Info Structures”. In Customizing at Availability Check Against Product Allocation → Specify Hierarchy. you can enter a masking ID for each information structure. If an info structure has been assigned several times. The masking ID stands for collective characteristics. 2009 © 2009 SAP AG. 171 . You can also create your own information structure. Specify the proportional factors from which allocation percentages are derived for specific characteristic values.SCM671 Lesson: Availability Check Against Product Allocations You can maintain time-dependent conversion factors for your allocation objects in the IMG activity Control Product Allocation. assignment is permitted with or without masking. All rights reserved.

Unit 2: Availability Check Against Product Allocations SCM671 Figure 49: Planning Table The planning type for the standard info structure S140 is COMMIT. Figure 50: Discrete Product Allocation The system provides two product allocation procedures: • • Discrete product allocation Cumulative product allocation If you do not select the ATP Consumption indicator in the IMG activity “Maintain Procedure. 2009 .” the system uses the product allocation procedure from Release 3. Note: You must plan allocation quantities in version 000 (actual data). It contains predefined macros for product allocation.0F (discrete ATP check). All rights reserved. 172 © 2009 SAP AG.

In cumulative product allocation. 173 . the system takes into account unused product allocation quantities from previous periods. When the available product allocation quantities are calculated for the current period.” the system uses the cumulative product allocation procedure.SCM671 Lesson: Availability Check Against Product Allocations Using this method. the system offsets the quantity confirmed in the sales document against the product allocation quantity. Consumption periods: Here you define a number of past and future periods to be used as the valid consumption period. 2009 © 2009 SAP AG. If you use the discrete method. you cannot use the following product allocation functions: • • Consumption periods Product allocation steps Figure 51: Cumulative Product Allocation If you set the ATP Consumption indicator in the IMG activity “Maintain Procedure. This procedure contains check logic that corresponds to the cumulative ATP logic. All rights reserved. the following functions are available: • • Allocation steps: Here you can define several product allocation steps with different info structures. It uses only the product allocation quantities from current and future periods (unused product allocation quantities from past periods are not taken into account).

you can restrict the number of periods under consideration by entering a consumption period. it remains unconfirmed.Unit 2: Availability Check Against Product Allocations SCM671 Figure 52: Consumption Periods In cumulative product allocation. The number of future periods identifies the number of periods after the product allocation date in the order that can be used to calculate future product allocations. The number of past periods identifies the number of periods before the product allocation date in the order that can be used to calculate unused product allocations. 174 © 2009 SAP AG. If the requested quantity is not confirmed within the future periods. All rights reserved. The unused product allocation quantities of these past periods are then cumulated before the product allocation for the current period is checked. 2009 .

configure the basic settings for the product allocation check. In Customizing.” maintain product allocations and check availability against the allocated quantities in the sales order. In “Flexible Planning.SCM671 Lesson: Availability Check Against Product Allocations Exercise 7: Availability Check Against Product Allocations Exercise Objectives After completing this exercise. All rights reserved. you will be able to: • Check production allocation in sales orders • Interpret the results of the availability check against product allocations • Understand the basic settings for the product allocation check Business Example Familiarize yourself with the availability check against product allocations. 175 . 2009 © 2009 SAP AG.

Sales Organization Distribution Channel Customer Group Sold-to Party Work Center 1000 12 02 “Your” sold-to party (see assignment table above) Continued on next page 176 © 2009 SAP AG. Customer Number 1002 1012 1033 1174 1175 1300 1670 1671 1900 1901 2004 2140 2200 2300 2500 14000 22000 99999 Maintain product allocation quantities for your customer in Flexible Planning.Unit 2: Availability Check Against Product Allocations SCM671 Task 1: Note: In this exercise. 2009 . a customer is assigned to each group (##). Allocation Obj. Use planning type COMMIT and inactive version 000. Configure the following planning parameters: Prod. All rights reserved. Group Number 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 1.

This message is probably displayed because the order does not have a customer group or is assigned a customer group other than customer group 02. 2. enter customer group “02 Trading Companies” in the order header. confirm the message initially by pressing “Enter”.SCM671 Lesson: Availability Check Against Product Allocations On the Change Plan (Consistent Planning) screen. Now save the standard order and note the document number.” while you are entering the order. in which method? ________________________________________________________ Continued on next page 2009 © 2009 SAP AG. enter 100 cartons as the product allocation quantity for this month and the next two months. Determine the following data for the order that you just created: Requirement type of the order item: Schedule line category of the order schedule line: 4. go to the “Create Standard Order: Overview” screen and choose: Goto → Header → Sales. In this case. In the “Pricing and Statistics” field group. Which requirement class is assigned to requirement type KSV? Requirements class:_____________________________________________ Is the availability check activated for requirements class 050? If so. All rights reserved. 6. 3. 177 . Do not save the order yet. Remain in the “Create Sales Order” transaction. Order Type Sold-to Party PO Number Requested Delivery Date Material Order Quantity OR “Your” customer ## Order 9 One week from today L-40F 10 cartons Hint: If you receive the information message “No characteristic combinations found for the specified selection. To do so. Document number:________________________________________________ 5. you will find the Customer Group field. Enter the sales order. Save your plan.

Unit 2: Availability Check Against Product Allocations SCM671 ________________________________________________________ ________________________________________________________ 7. 9. 3. Which product allocation method is active? Discrete or cumulative product allocation? Check which consumption periods are maintained for info structure S140. Which information structure is assigned to product allocation procedure BULBS? Which product allocation object is linked to the BULBS procedure and how long is it valid? What function does the product allocation object have and where is this maintained? 2. check the product allocation procedure BULBS. Is the availability check activated for this schedule line category? In which method? ________________________________________________________ ________________________________________________________ ________________________________________________________ 8. In Customizing. 5. 178 © 2009 SAP AG. ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ Task 2: Now check the Customizing settings for the product allocation check. 4. Check whether the product allocation check is activated for material L-40F in the material master record. 1. How does the system respond? Interpret the result. Now check the schedule line category CP. 2009 . Call the order from step 4 in change mode and increase the order quantity for material L-40F to 400 cartons. All rights reserved.

Configure the following planning parameters: Continued on next page 2009 © 2009 SAP AG. 179 .SCM671 Lesson: Availability Check Against Product Allocations Solution 7: Availability Check Against Product Allocations Task 1: Note: In this exercise. Use planning type COMMIT and inactive version 000. a customer is assigned to each group (##). Customer Number 1002 1012 1033 1174 1175 1300 1670 1671 1900 1901 2004 2140 2200 2300 2500 14000 22000 99999 Maintain product allocation quantities for your customer in Flexible Planning. Group Number 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 1. All rights reserved.

Do not save the order yet. Remain in the “Create Sales Order” transaction. Sales Organization Distribution Channel Customer Group Sold-to Party Work Center 1000 12 02 “Your” sold-to party (see assignment table above) On the Change Plan (Consistent Planning) screen. Save your plan. a) Logistics → Logistics Controlling → Flexible Planning → Planning → Change Planning Type Confirm your entries with Enter. Allocation Obj. Prod. enter 100 cartons as the product allocation quantity for this month and the next two months. Save your plan. Choose Planning → Save.Unit 2: Availability Check Against Product Allocations SCM671 Prod. On the Change Plan (Consistent Planning) screen. enter 100 cartons as the product allocation quantity for this month and the next two months. 2009 . 2. Allocation Obj. Enter the sales order. All rights reserved. Sales Organization Distribution Channel Customer Group Sold-to Party Work Center 1000 12 02 “Your” sold-to party (see assignment table above) COMMIT Choose Inactive Version. Order Type Sold-to Party PO Number OR “Your” customer ## Order 9 Continued on next page 180 © 2009 SAP AG.

This message is probably displayed because the order does not have a customer group or is assigned a customer group other than customer group 02. a) Logistics → Sales and Distribution → Sales → Order → Create Order Type “Enter” Sold-to Party PO Number Requested Delivery Date Material Order Quantity 3. 181 . go to the “Create Standard Order: Overview” screen and choose: Goto → Header → Sales. confirm the message initially by pressing “Enter”. All rights reserved.” while you are entering the order. enter customer group “02 Trading Companies” in the order header. In this case. To do so. In the “Pricing and Statistics” field group. you will find the Customer Group field. “Your” customer ## Order 9 One week from today L-40F 10 cartons OR Determine the following data for the order that you just created: Continued on next page 2009 © 2009 SAP AG.SCM671 Lesson: Availability Check Against Product Allocations Requested Delivery Date Material Order Quantity One week from today L-40F 10 cartons Hint: If you receive the information message “No characteristic combinations found for the specified selection.

2009 . choose the Procurement tab page. Requirements class: 050 Warehouse Consumption 6. Document number:________________________________________________ a) On the Create Standard Order: Overview screen. Is the availability check activated for requirements class 050? If so. Requirement type of the order item: Schedule line category of the order schedule line: 4. Which requirement class is assigned to requirement type KSV? Requirements class:_____________________________________________ a) b) c) Tools → Customizing → IMG → Execute Project Goto → SAP Reference IMG Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Types Search for requirement type KSV in the list. in which method? ________________________________________________________ ________________________________________________________ Continued on next page 182 © 2009 SAP AG. KSV CP Now save the standard order and note the document number. All rights reserved.Unit 2: Availability Check Against Product Allocations SCM671 Requirement type of the order item: Schedule line category of the order schedule line: a) On the Create Standard Order: Overview screen. 5. choose Sales Document → Save.

All rights reserved. Is the availability check activated for this schedule line category? In which method? ________________________________________________________ ________________________________________________________ ________________________________________________________ a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Procedure for Each Schedule Line Category. Field Availability Allocation Ind.SCM671 Lesson: Availability Check Against Product Allocations ________________________________________________________ a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Classes Select requirements class 050 and choose Goto → Details. The product allocation check is active. The product allocation check is active. Continued on next page 2009 © 2009 SAP AG. Attribute Selected 1 Explanation The ATP check is active. Prod. Field AvC All. 183 . Attribute Selected Selected Explanation The ATP check is active. Now check the schedule line category CP. Allocation Selected 7. Customer requirements are consumed against forecast. Select the schedule line category CP.

2009 . The Product Allocation field contains the product allocation procedure BULBS. a) Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material Goto → Select View(s) View Enter On the Display Material L-40F## (Finished Product) screen. Check whether the product allocation check is activated for material L-40F in the material master record. As a result. Basic Data 1 L-40F 9. All rights reserved. ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ ________________________________________________________ Continued on next page 184 © 2009 SAP AG. the material is active for the product allocation. Call the order from step 4 in change mode and increase the order quantity for material L-40F to 400 cartons. choose the Basic Data 1 tab page. How does the system respond? Interpret the result.Unit 2: Availability Check Against Product Allocations SCM671 8.

check the product allocation procedure BULBS. Hint: If the requested delivery date for the order item is in the next month (as seen from current date or creation date). Confirm the message with Enter. the product allocation will confirm 200 cartons for the requested delivery date. All rights reserved. A confirmation of 400 cartons is not possible. so cumulative allocations are used. Which product allocation method is active? Discrete or cumulative product allocation? a) IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Maintain Procedure The ATP Consumption indicator for procedure BULBS is set. Task 2: Now check the Customizing settings for the product allocation check. In this case. The system branches to the “Standard Order: Availability Control” screen. In addition. In Customizing. the delivery proposal consists of two partial deliveries: 200 cartons on the requested delivery date and 100 cartons in the following month. On the required date. 185 . The system issues the message: “Product allocation check found changes to the confirmation”. Choose Enter to confirm your entries. increase the order quantity to 400 cartons. step 4 On the Change Standard Order: Overview screen. Continued on next page 2009 © 2009 SAP AG. Each partial delivery takes place at the start of the three months after the required date. 1. The consumption period assigned to information structure S140 has been defined in such a way that unused product allocation quantities from the last 3 periods are cumulated before the product allocation check for the current period. the availability check proposes three partial deliveries of 100 cartons each.SCM671 Lesson: Availability Check Against Product Allocations ________________________________________________________ a) b) Logistics → Sales and Distribution → Sales → Order → Change Enter the order number from task 1. the system can confirm 100 cartons.

Which product allocation object is linked to the BULBS procedure and how long is it valid? a) IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Control Product Allocation b) Work Area Choose Enter. All rights reserved.Unit 2: Availability Check Against Product Allocations SCM671 2. Unused allocations from the past are cumulated for the current period before product allocation is checked. backward consumption of 3 months and forward consumption of 10 months is maintained. 4. Which information structure is assigned to product allocation procedure BULBS? a) IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Specify Hierarchy Information structure S140 is assigned to product allocation procedure BULBS. As a result. 2009 . 5. Check which consumption periods are maintained for info structure S140. you can use the product allocation object to specify the “reason” for the product allocation. a) IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Define Consumption Periods For info structure S140. The product allocation object “work center” is assigned until December 31. IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check Against Product Allocation → Define Object BULBS b) 186 © 2009 SAP AG. 9999. 3. What function does the product allocation object have and where is this maintained? a) The product allocation object can be used to distinguish between various product allocation phases in the time series. The object is a characteristic that is independent of the order and that determines the product allocation quantity.

All rights reserved. 187 .SCM671 Lesson: Availability Check Against Product Allocations Lesson Summary You should now be able to: • Explain the concept of the availability check against product allocations • Configure the availability check against product allocations • Interpret the results of the availability check against product allocations 2009 © 2009 SAP AG.

All rights reserved.Unit Summary SCM671 Unit Summary You should now be able to: • Explain the concept of the availability check against product allocations • Configure the availability check against product allocations • Interpret the results of the availability check against product allocations 188 © 2009 SAP AG. 2009 .

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..........Unit 3 Availability Check Against Planned Independent Requirements Unit Overview Customer requirements can also be checked for availability against planned independent requirements........190 Exercise 8: Availability Check Against Planning in Sales and Distribution Processing .197 2009 © 2009 SAP AG..................... In this unit.. you will be able to: • • • Explain the concept of the availability check against planning Configure the availability check against planning for Sales and Distribution processing Interpret the results of the availability check against planning Unit Contents Lesson: Availability Check Against Planning in Sales and Distribution Processing ...... Unit Objectives After completing this unit....... All rights reserved.................... 189 ....... you will learn how to use this availability check method................................................

190 © 2009 SAP AG. Concept of the Check Against Planning When planning for expected sales orders. As a team member. planned independent requirements are created for a specific period for expected order quantities. If a planned independent requirement is not available for customer requirements. you are responsible for configuring the Customizing settings and maintaining the data for the availability check against planning. In Demand Management. All rights reserved. Material planning then reduces the associated independent requirements level by level. In this planning strategy. you determine which order quantities are anticipated for product groups and salable products in a specific period. Once the order has been received. The planned independent requirement results from demand program management and is used for non-order-specific planning of expected future sales quantities. the requirement cannot be confirmed since (to date) production or procurement is not scheduled. 2009 . To understand the concept of the availability check against planning. the relevant consumption quantity of materials whose requirements are consumed against the production program are transferred to materials planning as part of the availability check against planning for the order quantities.Unit 3: Availability Check Against Planned Independent Requirements SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Lesson Overview You execute a check against planning if you want to know whether enough planned independent requirements are available for the incoming sales orders. Lesson Objectives After completing this lesson. The check against planning is carried out against a planned independent requirement for an unknown market (usually one that is not customer-specific). A good example is strategy 52 (planning without final assembly/without make-to-order production). we must consider the planning strategies. you will be able to: • • • Explain the concept of the availability check against planning Configure the availability check against planning for Sales and Distribution processing Interpret the results of the availability check against planning Business Example The check against planning is carried out against a planned independent requirement created for an unknown market (usually one that is not customer-specific). future sales figures are forecasted for the finished product in demand planning.

In the planning run. There is no stock and no receipt elements (for example. and in turn. In the next planning run. 2009 © 2009 SAP AG. the check against planning is also used in planning strategies: 50 (planning without final assembly/with MTO). a check is carried out against planning in this context. If a sales order is created for the finished product in this scenario. To summarize the check against planning: • • • Only planned independent requirements are taken into account. the customer requirement is consumed against the planned independent requirement. 63 (planning with planning material/without MTO). Customizing settings must be configured for the checking rule. All rights reserved. Check field in the material master record is used only to define the transfer of requirements. 60 (planning with planning material/with MTO). production of the finished product is triggered. production orders or purchase orders) for the finished product. an ATP check always fails. and 74 (planning without final assembly at assembly level). if so. meaning that MRP elements such as stock are not considered. planned orders are then compared to these planned independent requirements as receipt elements. As a result. Besides planning strategy 52. planned independent requirements for the finished product are generated. the finished product is neither procured nor produced. and a planned order that can be converted is generated for the customer requirement quantity. Therefore. thus achieving the main goal of this strategy: Components are procured even without sales orders on the basis of demand management. The system checks whether there is a planned independent requirement for the finished product in the consumption period and for the relevant consumption mode. the planned orders have the order type VP and therefore cannot be converted to purchase orders or production orders. 191 .SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing A production plan is derived from these. These planned orders can be converted. However. However. the customer requirement can be confirmed since enough components will be procured to manufacture the finished product before it is sold. The Avail. As a result. dependent requirements and corresponding receipt elements are generated in the planning run for the components of this finished product.

Unit 3: Availability Check Against Planned Independent Requirements SCM671 Configuring the Check Against Planning Figure 53: Activating the Check Against Planning The requirements class determines the decision to use the checking method “check against planning”. Before the check against planning can be carried out. the system checks against the ATP quantity and not against planning. 2009 . The availability check parameter must not be active in the relevant requirement class. Check (check group) field in the material master records must be maintained. All rights reserved. Otherwise. This specifies the requirements transfer (daily requirement or individual requirement). the Sales and Distribution applications in question must transfer a requirement. The Avail. 192 © 2009 SAP AG.

Requirements can be consumed and offset against each other only if they are defined with the requirement type assigned in the strategy and if they have the same consumption or allocation indicator. Planned independent requirements must be properly consumed and reduced before availability can be checked against planning. All rights reserved. 193 . if at all. You assign a requirements type for planning to a requirements type for customer requirements by setting a consumption or allocation indicator.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Figure 54: Consumption of Customer Requirement Against Planned Independent Requirement In the strategy. you specify which planning requirements are to be consumed against which customer requirements. Figure 55: Consumption Logic 2009 © 2009 SAP AG.

Consumption begins on the requirements date moving first forwards and then (if independent requirements after the requirements date cannot be assigned) backwards within the corresponding consumption period. You have the following options: • • • • No consumption against planning Backward consumption only. Forward/backward consumption. 194 © 2009 SAP AG. All rights reserved. Backward/forward consumption. Forward consumption only. The customer requirement is consumed using the planned independent requirement from the closest point in time either before or after the sales order date. 2009 . The settings in the material master record take precedence over those for the MRP group. If a customer requirement cannot be consumed in full by the nearest planning requirement. it is assigned to further planning requirements either in the future or in the past. Consumption begins on the requirements date moving forwards only within the corresponding consumption period. starting from the requirement date that corresponds to the material availability date of the order item in the sales order items. the consumption mode and period for the planning check and consumption must be defined. If so. If backward/forward consumption or forward/backward consumption are both active. Using the consumption mode. the system uses the consumption periods that are maintained in the material master or in the Customizing settings for demand management (see above). you also specify the direction in which this is to occur. To do so. • You can specify a consumption period that determines the consumption horizon for both backward and forward consumption. For forwards and backwards consumption. the system also takes into account both periods. Consumption begins on the requirements date moving backwards only within the corresponding consumption period.Unit 3: Availability Check Against Planned Independent Requirements SCM671 In addition. the consumption periods specify the time interval within which customer requirements are consumed with planned independent requirements. you specify whether customer requirements are to be consumed against planned independent requirements. Customer requirements outside the consumption period are not consumed. This can be done in the MRP group in Customizing or in the material master record. Consumption begins on the requirements date moving first backwards and then (if independent requirements before the requirements date cannot be assigned) forwards within the corresponding consumption period.

195 .SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Customer requirements are assigned to planned independent requirements dynamically. 2009 © 2009 SAP AG. Note: If no consumption periods are maintained. All rights reserved. In other words. the assignment is deleted and redefined. if sales orders or planning are rescheduled. requirements can be consumed by each other only if they are scheduled on the same day.

2009 .Unit 3: Availability Check Against Planned Independent Requirements SCM671 196 © 2009 SAP AG. All rights reserved.

Determine the attributes of the important sales order “control objects” in conjunction with the availability check against planning.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Exercise 8: Availability Check Against Planning in Sales and Distribution Processing Exercise Objectives After completing this exercise. 197 . Create a sales order. the availability of materials for the sales order is checked against planned independent requirements that arise from demand program management. you will be able to: • Interpret the results of the availability check against planning in the sales order • Configure the availability check against planning Business Example As part of specific planning strategies. you are responsible for configuring the Customizing settings and maintaining the data for the availability check against planning. Task 1: Familiarize yourself with the availability check against planned independent requirements from an order processing perspective. All rights reserved. Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 10 One week from today 1200 T-AC5## 200 a) Can the required quantity be confirmed for the required date? ___________________________________________________________ b) Which method is used to check availability? Continued on next page 2009 © 2009 SAP AG. 1. As a team member.

Unit 3: Availability Check Against Planned Independent Requirements SCM671 ___________________________________________________________ For the following exercise step. Determine the following data: Delivery date: Order quantity: Confirmed quantity: 3. as well as the combination of the requirements type for planning and the requirements type of the customer requirement that is used to control the consumption of customer requirements with planned independent requirements. Of particular significance is the check method that the Customizing settings for the requirements class and schedule line category select. 1. leave order processing without saving. determine the following information: Item category of the order item Schedule line category of the order schedule line Requirements type of the order item Plant of the order item MRP type of material T-AC5## in the plant of the order item Once you have determined this information. remain in order processing. All rights reserved. Do not save the order. Check the schedule line(s) of the order item. Which requirements class is assigned to requirements type KSVS? Requirements class:_____________________________________________ Which availability check method is activated for requirements class 049? ___________________________________________________________ Now check the availability check control for schedule line category CP. Which availability check method(s) is/are activated? Why is an availability check still “only” carried out against planning? Continued on next page 198 © 2009 SAP AG. For the following analysis in task 2 regarding the Customizing settings for the availability check against planning. 2. Task 2: Now analyze the Customizing settings for the availability check of “your” order. 3. 2009 . 2.

Which requirement type does the strategy use for customer requirements? Which requirement type is defined for demand management? How is the consumption strategy calculated with customer requirements and planned independent requirements? Field Reqmt Type of Customer Reqmt Reqmts Type for Indep. Consumption Attribute Attribute Continued on next page 2009 © 2009 SAP AG. Now analyze how requirements type KSVS is determined on the basis of the “material master” strategy. Which strategy has been used to determine the requirements type/class in the order item of the order from task 1? Hint: Remember: Material T-AC5## was sold from plant 1200 Dresden. Which strategy group is maintained for material T-AC5## and plant 1200? Strategy group:____________________________________________ 6. without make-to-order production)? Analyze the assignment in Customizing.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ 4.Reqmts Allocation Indicat. The MRP type of material T-AC5## in plant 1200 Dresden is PD. All rights reserved. The order item was managed with item category TAN. Origin of the requirements type during requirements determination:__________________ 5. It is essential that the availability check be activated in the required method and for the relevant requirements class. 199 . examine the options for determining the requirements types and classes in Customizing. Which main strategy is assigned to strategy group 52 (planning without final assembly. Field Main Strategy 7. Therefore.

the planned independent requirements are created manually. 2009 . In this exercise however. In the exercise. planned independent requirements are created “automatically” as a result of demand management. 50 PC 70 PC 100 PC 50 PC What is the requirement type of the planned independent requirement that you just maintained? Requirement type:______________________________________________________ 3. Maintain the following planned independent requirements for material T-AC5## in plant 1200. All rights reserved. Then check the consumption logic of the customer requirements with the planned independent requirements for this material in plant Dresden. Note: In reality. Fwd Consumption Per. 1. Consumption Mode Bwd Consumption Per. Continued on next page 200 © 2009 SAP AG. This month Next month Two months from now Three months from now 2. Check the consumption mode and the consumption period(s) of material T-AC5## in plant 1200 Dresden. the focus is on the availability check against planned independent requirements and we therefore do not discuss this method of creating planned independent requirements.Unit 3: Availability Check Against Planned Independent Requirements SCM671 Task 3: Now maintain planned independent requirements for material T-AC5## in plant 1200 Dresden.

Enter a sales order for customer T-S50A##. 1.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing 4. 1. This ensures that the requirement date is definitely next month. 1200 T-AC5## 200 Delivery Plant Material Order Quantity a) Can the required quantity be confirmed for the required date? ___________________________________________________________ b) What other delivery proposals does the system make? ___________________________________________________________ c) Save the order and write down the document number. Continued on next page 2009 © 2009 SAP AG. Create the following sales order. Which confirmation would you expect from the availability check against planned independent requirements if you enter a requirement for material T-AC5## in plant 1200 Dresden with a requirement date next month? Task 4: Check your predictions by creating the relevant sales order. Document number:_________________________________________________ Task 5: To understand the availability check against planning in more detail. Now predict the effects that the system settings you just checked will have. create another sales order for material T-AC5##. Order Type Sold-to Party PO Number Requested Delivery Date OR T-L64A## ## Order 11 Second week of next month. All rights reserved. Do not save the order yet. 201 . The customer orders material T-AC5## with a required delivery date of today.

2009 .Unit 3: Availability Check Against Planned Independent Requirements SCM671 Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-S50A## ## Order 12 Today 1200 T-AC5## 200 Can the required quantity be confirmed for the required date? ___________________________________________________________ What other delivery proposals does the system make? ___________________________________________________________ 2. 202 © 2009 SAP AG. Change the required delivery date of the order item to the last week of the current month +2 and call the availability check for the order again. All rights reserved.

1. Create a sales order. All rights reserved. 203 . Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-L64A## ## Order 10 One week from today 1200 T-AC5## 200 a) Can the required quantity be confirmed for the required date? ___________________________________________________________ b) Which method is used to check availability? ___________________________________________________________ Continued on next page 2009 © 2009 SAP AG.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Solution 8: Availability Check Against Planning in Sales and Distribution Processing Task 1: Familiarize yourself with the availability check against planned independent requirements from an order processing perspective. Determine the attributes of the important sales order “control objects” in conjunction with the availability check against planning.

remain in order processing. The system cannot generate a delivery proposal. a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Enter Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity T-L64A## ## Order 10 One week from today 1200 T-AC5## 200 OR Since the required amount cannot be confirmed. b) The system branches to the Standard Order: Planned Independent Requirement Assignment screen and not to the Availability Control screen. Confirmation is not possible for the required delivery date. All rights reserved.Unit 3: Availability Check Against Planned Independent Requirements SCM671 For the following exercise step. Do not save the order. Check the schedule line(s) of the order item. the system branches to the Standard Order: Planned Independent Requirement Assignment screen. This indicates that availability is checked against planning and that no ATP check was carried out. Determine the following data: Continued on next page 204 © 2009 SAP AG. 2. 2009 .

3. determine the following information: Item category of the order item Schedule line category of the order schedule line Requirements type of the order item Plant of the order item MRP type of material T-AC5## in the plant of the order item Continued on next page 2009 © 2009 SAP AG. Do not save the order. For the following exercise step.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Delivery date: Order quantity: Confirmed quantity: a) Navigate to the Create Standard Order: Overview screen. On the Create Standard Order: Overview screen. All rights reserved. Delivery date: Order quantity: Confirmed quantity: One week from today 200 0 b) The schedule line documents the unconfirmed “requirement” of the customer. 205 . remain in order processing. on the Standard Order: Planned Independent Requirement Assignment screen. choose Goto → Item → Schedule Lines. For the following analysis in task 2 regarding the Customizing settings for the availability check against planning. To do so. choose Edit → Continue.

On the Create Standard Order: Overview screen. as well as the combination of the requirements type for planning and the requirements type of the customer requirement that is used to control the consumption of customer requirements with planned independent requirements. Choose Goto → Overview and select the Sales tab page. Schedule line category of the order schedule line Requirements type of the order item Plant of the order item CP KSVS 1200 c) You can find the MRP type of material T-AC5## in the material master record in the MRP 1 view. Item category of the order item b) TAN You can find the schedule line category. leave order processing without saving. Select the order item and choose Environment → Display Material. the requirement type. and the plant on the Procurement overview screen. choose the Procurement tab page. Accept the proposed organization data (plant 1200) in the Organizational Levels dialog box by choosing Enter. a) You can find the item category of the order item on the Create Standard Order: Overview screen (among others) on the Sales tab page.Unit 3: Availability Check Against Planned Independent Requirements SCM671 Once you have determined this information. 2009 . Of particular significance is the check method that the Customizing settings for the requirements class and schedule line category select. Choose the MRP 1 tab page. 1. Navigate to this screen in order processing. All rights reserved. MRP type of material T-AC5## in the plant of the order item PD Task 2: Now analyze the Customizing settings for the availability check of “your” order. Which requirements class is assigned to requirements type KSVS? Continued on next page 206 © 2009 SAP AG.

w/o F. Transfer Allocation Ind.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Requirements class:_____________________________________________ a) b) c) d) System → Create Session Tools → Customizing → IMG → Execute Project Goto → SAP Reference IMG Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Types Select requirements type KSVS. Requirements transfer is active. Prod. Customer requirements are consumed against planning.Ass 2. The product allocation check is inactive. Allocation “Blank” This configuration means that the availability check against planning is active at the level of the requirement class.cons. 207 . Now check the availability check control for schedule line category CP. Field Availability Req. 3. All rights reserved. Requirements class: 049 Stk w. Attribute “Blank” “Selected” 2 Explanation The ATP check is inactive. Which availability check method(s) is/are activated? Why is an availability check still “only” carried out against planning? ___________________________________________________________ ___________________________________________________________ Continued on next page 2009 © 2009 SAP AG. Which availability check method is activated for requirements class 049? ___________________________________________________________ a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Define Requirements Classes Select requirements class 049 and choose Goto → Details.

Therefore. Which strategy has been used to determine the requirements type/class in the order item of the order from task 1? Hint: Remember: Material T-AC5## was sold from plant 1200 Dresden. an availability check is only carried out against planning since the product allocation check is not activated using the requirement class. All rights reserved. The MRP type of material T-AC5## in plant 1200 Dresden is PD. Requirements transfer is active. Selected Selected 4. The product allocation check is active. Continued on next page 208 © 2009 SAP AG. Rq All. It is essential that the availability check be activated in the required method and for the relevant requirements class. The order item was managed with item category TAN. Field AvC Attribute Selected Explanation The ATP check is active. Select the schedule line category CP. 2009 .Unit 3: Availability Check Against Planned Independent Requirements SCM671 ___________________________________________________________ a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Procedure for Each Schedule Line Category. an availability check is only carried out against planning since the ATP check is not activated using the requirement class. However. examine the options for determining the requirements types and classes in Customizing. However.

and if this fails. using the transaction (item category and MRP type) 5.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Origin of the requirements type during requirements determination:__________________ a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Determination of Requirement Types Using Transaction Select the order item category TAN and the MRP type PD. Field Q Attribute Blank Explanation 1. Now analyze how requirements type KSVS is determined on the basis of the “material master” strategy. First. w/o make-to-order Continued on next page 1200 MRP 3 T-AC5## 2009 © 2009 SAP AG. the requirement type is determined using the material master strategy. Which strategy group is maintained for material T-AC5## and plant 1200? Strategy group:____________________________________________ a) Logistics → Sales and Distribution → Master Data → Products → Material → Trading Goods → Display Material Goto → Select View(s) View Enter Plant Enter On the Display Material T-AC5## (Finished Product) screen. choose the MRP 3 tab page and find the strategy group. 209 . All rights reserved. Strategy group – plant 1200: 52 Plnng w/o final assem.

Unit 3: Availability Check Against Planned Independent Requirements SCM671 6. without make-to-order production)? Analyze the assignment in Customizing. 2009 . Field Main Strategy Attribute 52 Plnng w/o final assem. All rights reserved. Field Main Strategy a) IMG path: Production → Production Planning → Demand Management → Planned Independent Requirements → Planning Strategy → Define Strategy Group Select strategy group 52. Which main strategy is assigned to strategy group 52 (planning without final assembly. Choose Goto → Details. Which requirement type does the strategy use for customer requirements? Which requirement type is defined for demand management? How is the consumption strategy calculated with customer requirements and planned independent requirements? Continued on next page 210 © 2009 SAP AG. w/o make-to-order Attribute 7.

In this exercise however. the planned independent requirements are created manually. the focus is on the availability check against planned independent requirements and we therefore do not discuss this method of creating planned independent requirements. this planning strategy was relevant for “your” order. Continued on next page 2009 © 2009 SAP AG. As a result. Then check the consumption logic of the customer requirements with the planned independent requirements for this material in plant Dresden. Task 3: Now maintain planned independent requirements for material T-AC5## in plant 1200 Dresden. Consumption Attribute KSVS VSE 2 2 Hint: Requirements class 049 is assigned to requirements type KSVS (see above). Note: In reality. Select strategy 52. planned independent requirements are created “automatically” as a result of demand management. Field Reqmt Type of Customer Reqmt Reqmts Type for Indep. Consumption a) Attribute IMG path: Production → Production Planning → Demand Management → Planned Independent Requirements → Planning Strategy → Define Strategy. 211 . 1. All rights reserved.Reqmts Allocation Indicat. Maintain the following planned independent requirements for material T-AC5## in plant 1200.Reqmts Allocation Indicat.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Field Reqmt Type of Customer Reqmt Reqmts Type for Indep. In the exercise.

All rights reserved.XX. 2. Confirm the warning message if necessary: “Date lies in the planning time fence (XX.XX. Reqmts → Save.XXXX)” by pressing ENTER. What is the requirement type of the planned independent requirement that you just maintained? Continued on next page 212 © 2009 SAP AG. 2009 .XXXX XX.Unit 3: Availability Check Against Planned Independent Requirements SCM671 This month Next month Two months from now Three months from now a) 50 PC 70 PC 100 PC 50 PC SAP Easy Access menu: Logistics → Production → Production Planning → Demand Management → Planned Independent Requirements → Create Material Plant Version Planning Horizon From Planning Horizon To “Enter” For the characteristics: Material T-AC5## MRP Area 1200 V 00 A X BU PC T-AC5## 1200 00 Today Today plus at least 3 months enter the following planned independent requirement quantities: Current month 50 Month +1 70 Month +2 100 Month +3 50 Planned Indep.

Reqmts: Planning Table screen. Planned Indep. choose the Items tab page. The Customizing settings for strategy 52 define that the requirement type for planned independent requirements (VSE) is to be consumed with requirement type KSVS (for customer requirements) and how (see task 2. Reqmts → Exit 3. Material Plant Version Planning Horizon From Planning Horizon To Enter On the Display Plnd Ind. Check the consumption mode and the consumption period(s) of material T-AC5## in plant 1200 Dresden. RTyp VSE Hint: The requirement type of the sales order is KSVS (see task 1. step 3). All rights reserved. T-AC5## 1200 All active versions Today Today plus at least 3 months Continued on next page 2009 © 2009 SAP AG.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Requirement type:______________________________________________________ a) SAP Easy Access menu: Logistics → Production → Production Planning → Demand Management → Planned Independent Requirements → Display. 213 . step 7).

Now predict the effects that the system settings you just checked will have. a maximum of 120 pieces of material T-AC5## can be confirmed in plant 1200 Dresden. 2 (Backward/forward consumption) 30 10 1200 MRP 3 T-AC5## Continued on next page 214 © 2009 SAP AG. a) Logistics → Sales and Distribution → Master Data → Products → Material → Other Material → Display or Change Material Goto → Select View(s) View Enter Plant Enter On the Display/Change Material T-AC5## (Finished Product) screen. Material → Exit 4. plus 70 pieces from next month. The (currently) unconsumed 50 pieces of the planned independent requirement from this month. The system cannot check against other planned independent requirements since these are outside the consumption period. choose the MRP 3 tab page to display the information: Consumption Mode Bwd Consumption Per. 2009 . Fwd Consumption Per. Fwd Consumption Per. All rights reserved. Which confirmation would you expect from the availability check against planned independent requirements if you enter a requirement for material T-AC5## in plant 1200 Dresden with a requirement date next month? Answer: For a requirement date next month.Unit 3: Availability Check Against Planned Independent Requirements SCM671 Consumption Mode Bwd Consumption Per.

Continued on next page 2009 © 2009 SAP AG. This ensures that the requirement date is definitely next month.SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Task 4: Check your predictions by creating the relevant sales order. 1. 215 . Create the following sales order. All rights reserved. Order Type Sold-to Party PO Number Requested Delivery Date OR T-L64A## ## Order 11 Second week of next month. 1200 T-AC5## 200 Delivery Plant Material Order Quantity a) Can the required quantity be confirmed for the required date? ___________________________________________________________ b) What other delivery proposals does the system make? ___________________________________________________________ c) Save the order and write down the document number.

1200 T-AC5## 200 OR Delivery Plant Material Order Quantity The order cannot be confirmed as requested. 2009 . Do not save the order yet.Unit 3: Availability Check Against Planned Independent Requirements SCM671 Document number:_________________________________________________ a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Enter Sold-to Party PO Number Requested Delivery Date T-L64A## ## Order 11 Second week of next month. Enter a sales order for customer T-S50A##. All rights reserved. only 120 pieces can be confirmed. On the required date. The system branches to the Standard Order: Planned Independent Requirement Assignment screen. This is also the only possible delivery proposed by the system. Order Type Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity OR T-S50A## ## Order 12 Today 1200 T-AC5## 200 Continued on next page 216 © 2009 SAP AG. b) c) Edit → Delivery Proposal Sales Document → Save Task 5: To understand the availability check against planning in more detail. The customer orders material T-AC5## with a required delivery date of today. This ensures that the requirement date is definitely next month. create another sales order for material T-AC5##. 1.

SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Can the required quantity be confirmed for the required date? ___________________________________________________________ What other delivery proposals does the system make? ___________________________________________________________ a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Enter Sold-to Party PO Number Requested Delivery Date Delivery Plant Material Order Quantity T-S50A## ## Order 12 Today 1200 T-AC5## 200 OR The order cannot be confirmed as requested. 217 . The order cannot be confirmed on the required delivery date. there are currently no consumed planned independent requirements. Continued on next page 2009 © 2009 SAP AG. A delivery cannot be proposed. In the consumption period defined in the material master. The system branches to the Standard Order: Planned Independent Requirement Assignment screen. A confirmation or delivery proposal is not possible. All rights reserved.

a) b) c) On the Standard Order: Planned Independent Requirement Assignment screen. or a partial delivery of 100 pieces on the required date plus a further delivery of 50 pieces at the start of the current month +3. An additional 50 pieces can be confirmed for the start of the current month +3. change the required delivery date of the order item to the last week of the current month +2. choose Edit → Continue. As a result. Edit → Check Availability The order cannot be confirmed as requested. On the “Create Standard Order: Overview” screen. On the “Standard Order: Planned Independent Requirement Assignment” screen. a one-time delivery of 100 pieces is possible for the required delivery date. 2009 . All rights reserved. the system displays a confirmed quantity of 100 pieces for the required date. Change the required delivery date of the order item to the last week of the current month +2 and call the availability check for the order again. d) e) Edit → Delivery Proposal Sales Document → Save 218 © 2009 SAP AG.Unit 3: Availability Check Against Planned Independent Requirements SCM671 2.

SCM671 Lesson: Availability Check Against Planning in Sales and Distribution Processing Lesson Summary You should now be able to: • Explain the concept of the availability check against planning • Configure the availability check against planning for Sales and Distribution processing • Interpret the results of the availability check against planning 2009 © 2009 SAP AG. All rights reserved. 219 .

2009 .Unit Summary SCM671 Unit Summary You should now be able to: • Explain the concept of the availability check against planning • Configure the availability check against planning for Sales and Distribution processing • Interpret the results of the availability check against planning 220 © 2009 SAP AG. All rights reserved.

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....................... Both functions are used to reprocess requirements that have already been entered to “improve” the confirmation. as well as analyze the results Configure the necessary Customizing settings Unit Contents Lesson: Backorder Processing and Rescheduling ... Unit Objectives After completing this unit...231 2009 © 2009 SAP AG... All rights reserved.. you will be able to: • • • • Explain the need for processing backorders and rescheduling Describe the situations in which you use backorder processing and rescheduling Process backorders and reschedule.........Unit 4 Backorder Processing and Rescheduling Unit Overview This unit covers backorder processing and rescheduling.. 221 .222 Exercise 9: Backorder Processing and Rescheduling..

stock transport scheduling agreements. Backorder processing also allows you to process dependent reservations of production orders. This essentially involves reprocessing requirements that have already been entered to “improve” the confirmation situation by allocating additional ATP quantities or reallocating them. there are procurement bottlenecks.” Furthermore. Not all customer requirements and stock transport requirements could be confirmed “as requested. The aim is to improve the confirmation situation for these or some of these documents. you can use rescheduling to: • • • Breach the “first-come. Fulfilling other requirements may have to be postponed. All rights reserved. With rescheduling and backorder processing. 2009 . first-served” principle and allocate the ATP quantity according to other priorities Allocate additional quantities or planned receipts to existing documents Resolve shortage situations 222 © 2009 SAP AG. Vendors have informed you that they are not able to deliver the purchase orders as agreed. and stock transport requisitions that have already been entered. as well as analyze the results Configure the necessary Customizing settings Business Example The demand for your products was greater than you expected. you will be able to: • • • • Explain the need for processing backorders and rescheduling Describe the situations in which you use backorder processing and rescheduling Process backorders and reschedule. or reallocate existing stocks and planned receipts among existing documents. you can allocate additional stocks and planned receipts to the documents.Unit 4: Backorder Processing and Rescheduling SCM671 Lesson: Backorder Processing and Rescheduling Lesson Overview This lesson covers backorder processing and rescheduling. Lesson Objectives After completing this lesson. In this situation. In detail. Using Rescheduling and Backorder Processing You use rescheduling to obtain confirmations for sales documents. and to reprocess quantities and dates that have already been confirmed. you must now decide which requirements have the highest priority so that you can deliver these (if possible) as requested. stock transport orders.

All rights reserved. 223 . the entire ATP quantity of the first receipt is available.SCM671 Lesson: Backorder Processing and Rescheduling Figure 56: Example: Rescheduling/Backorder Processing (1) The example from an ATP check shows a possible application scenario for rescheduling and backorder processing. The requirement can therefore be confirmed on the basis of this ATP check. Figure 57: Example: Rescheduling/Backorder Processing (2) 2009 © 2009 SAP AG. At the time the first order is entered.

which has a required delivery date before that of the first order and may therefore have a higher delivery priority. 224 © 2009 SAP AG. cannot be confirmed since there is no available ATP quantity. Materials planning then recognizes the shortage situation and plans a second receipt element. a requirement is usually transferred to materials planning. Figure 58: Example: Rescheduling/Backorder Processing (3) Depending on the planning strategy. All rights reserved.Unit 4: Backorder Processing and Rescheduling SCM671 The second order. 2009 .

225 . Backorder Processing SAP ERP provides two ways in which you can reprocess entered requirements: • • (Manual) backorder processing Rescheduling 2009 © 2009 SAP AG. All rights reserved.SCM671 Lesson: Backorder Processing and Rescheduling Figure 59: Example: Rescheduling/Backorder Processing (4) Without backorder processing or rescheduling. once backorder processing or rescheduling is complete. the confirmation situation does not change for the requirements entered. it cannot be used to check the ATP situation so that it can be confirmed. both orders can be confirmed as requested. Or in other words: Once a requirement has been saved. The user must process the backorder or start rescheduling. In this example.

2009 . You can also reduce the confirmed quantity for these documents. 226 © 2009 SAP AG. which increases the ATP quantity so that it can be reallocated. stock transport orders. All rights reserved. This allows you to allocate the existing ATP quantity manually for sales documents. and dependent reservations.Unit 4: Backorder Processing and Rescheduling SCM671 Figure 60: (Manual) Backorder Processing When you process backorders. stock transport scheduling agreements. stock transport purchase requisitions. you select all relevant documents (defined by the check scope) for a combination of material and plant. The Backorder Processing: Overview screen provides an overview of the ATP situation.

227 . and items from stock transport requisitions for the selected combination(s) of material and plant. and items from stock transport orders in which the quantity delivered and posted in the goods receipt differs from the quantity ordered.SCM671 Lesson: Backorder Processing and Rescheduling Figure 61: Rescheduling Backorder processing can also be carried out “automatically” online or in the background. documents not marked for deletion. In this context. requirements with fixed quantities and dates are selected. For stock transport documents. these documents are not reprocessed and so their confirmation status remains the same. you can specify whether stock transport requisitions and scheduling agreements are to be processed at item or schedule line level. Note: Program SDV03V02 always selects all requirements of the selected material/plant combination(s). All rights reserved. as well as material reservations. However. If required. all open sales document items for the selected combination(s) of material and plant are processed. In other words. With rescheduling (program SDV03V02). rescheduling also processes open items and schedule lines for stock transport orders. stock transport scheduling agreements. items from stock transport requisitions that are not marked as complete. 2009 © 2009 SAP AG. “Open” in this context means that (for example) the only documents to be processed are: undelivered orders. we speak about rescheduling.

The availability check for the respective documents therefore responds as if it had been saved. document. You must ensure that the scopes of the checks are consistent for both 228 © 2009 SAP AG. 1 is the highest priority and 5 is the lowest. This means. for example. for which checking rule AE is used). possibly the delivery date of the earliest schedule line. All rights reserved. If you set the Simulation indicator. date on which the item was entered. that if sort criteria (such as the delivery date) are identical. Stock transport requisitions are generally sorted after stock transport orders and scheduling agreements since they are less binding. meaning that the simulated list corresponds to the actual one. and item number). the checked documents are not saved. only a results list is generated and saved. In terms of the priorities. a stock transport item is checked first and then the stock transport requisition item.Unit 4: Backorder Processing and Rescheduling SCM671 The selected items and schedule lines are sorted according to the “priorities” on the selection screen (document category. 2009 . the check scope of the checking rule assigned to the respective stock transport document category in Customizing for purchasing applies. and for stock transport orders and scheduling agreements. and orders with project stock. They are then transferred to the availability check so that the ATP quantities of these documents can be reallocated with this priority. delivery priority. For stock transport documents. for which checking rule “B” is used. Customizing Backorder Processing and Rescheduling Figure 62: Configuring Backorder Processing and Rescheduling The scope of check for checking rule “A” is generally used for rescheduling sales documents (exceptions include rush orders.

or Complete Delivery? This “rule” is defined individually for sales documents and stock transfer documents. For (manual) backorder processing (transactions CO06 and V_RA). All rights reserved.” release orders for stock transport orders and requisitions are checked. you can/must enter a proposal for the checking rule of backorder processing for each plant in Customizing. The Customizing parameter “Rule for Transferring the Results of the Availability Check” allows you to specify how the SAP system responds when rescheduling results in an undesired availability situation: Should the system choose the option One-Time Delivery. Delivery Proposal.SCM671 Lesson: Backorder Processing and Rescheduling stock transport documents and sales documents. 229 . and that they do not exclude one another since this would otherwise cause the check results to be incorrect. This proposal can then be copied or changed when you call backorder processing. 2009 © 2009 SAP AG. Example of an incorrect setting: In the check scope for checking rule “A. but not in the check scope of the checking rule for stock transport scheduling agreements.

Unit 4: Backorder Processing and Rescheduling SCM671 230 © 2009 SAP AG. 2009 . All rights reserved.

231 . you will be able to: • Name the application areas of backorder processing and rescheduling • Process backorders • Start rescheduling and evaluate the results Business Example Not all of the requirements entered can be confirmed as required. As part of backorder processing or rescheduling. sales orders that are received late cannot be confirmed or can be only partially confirmed due to a restricted ATP quantity. urgently requires 100 pieces of twisted conductor cable. Continued on next page 2009 © 2009 SAP AG. Motorradmarkt Stuttgart. Therefore. planned receipts. 1. confirmed requirements. _________________________________________________________ _________________________________________________________ _________________________________________________________ 2. Task 1: Analyze the initial situation for backorder processing and rescheduling. Enter the sales order. In particular. you now want to breach the first-come.SCM671 Lesson: Backorder Processing and Rescheduling Exercise 9: Backorder Processing and Rescheduling Exercise Objectives After completing this exercise. Make a note of the document number. and unconfirmed requirements for material T-AC6## in plant 1200 Dresden. Order Type Sold-to Party PO Number Requested Delivery Date Material Order Quantity OR T-S50B## ## Order 13 Today T-AC6## 100 Analyze the result of the ATP check and save the unconfirmed order. An important and promising customer. first-served principle and allocate a restricted ATP quantity on the basis of delivery priority. obtain an overview of the stock. All rights reserved. You must confirm the delivery to Motorradmarkt Stuttgart soon.

the total confirmation of the release order must remain at 1000 pieces. 2009 . Rule for Transferring the Results of the Availability Check for Sales Orders: Sales Area 1000 / 12 / 00 Rule for Adoption of ATP Results in Purchasing: Document Type/Delivery Plant UB / 1200 Rule Rule Continued on next page 232 © 2009 SAP AG. All rights reserved.Unit 4: Backorder Processing and Rescheduling SCM671 MRP Element Document Number Requirement Date Issue/Receipt ConDelivery firmed/Un. Carry out the relevant (manual) backorder processing. To confirm this order. You still need this example for the rescheduling task.Priority confirmed Task 2: Manual Backorder Processing 1. Task 3: Rescheduling 1. However. you use quantities that have been “reserved” for the first schedule line of the release order. Hint: Do not save the backorder processing. and the “Rule for Adoption of ATP Results in Purchasing” for document type UB in plant 1200 Dresden. You therefore use 100 pieces of T-AC6## that have been used/reserved for the sales order with delivery priority 3 to confirm the release requirement. You decide that the sales order for Motorradmarkt Stuttgart must be delivered as soon as possible. First check the “Rule for Transferring the Results of the Availability Check” for sales orders in the sales area 1000 / 12 / 00.

Then reschedule the order again. Analyze the result of the rescheduling. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ 5.” First reschedule the order in a simulation. For material T-AC6## in plant 1200. reschedule the order accordingly “online. 233 . step 2).” First reschedule the order in a simulation. Stock transport orders are no longer to be included in the rescheduling.SCM671 Lesson: Backorder Processing and Rescheduling 2. Analyze the result of the rescheduling. Requirements with a high delivery priority should be given preference during the ATP check. All rights reserved. For material T-AC6## in plant 1200. Sales orders and stock transport orders are to be processed in the same way. Fix the confirmed quantities and dates for the order that already exists in the system with delivery priority 3 (you determined the document number of the order in task 1. Analyze the result of the rescheduling. To do so. First reschedule the order in a simulation. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ 3. Now post the rescheduling from step 4 of this task and check whether the Motorradmarkt order has actually been changed. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ 4. You therefore want to breach the first-come. In the future. reschedule the order accordingly “online. Rescheduling must reallocate only ATP quantities among sales documents on the basis of the delivery priorities. use the processing parameters described in step 2 of this task. 2009 © 2009 SAP AG. you want to process sales orders and stock transport orders that have already been created on a daily basis. Define a new rescheduling. first-served principle and distribute the ATP quantity on the basis of the delivery priority.

Enter the sales order. Make a note of the document number. An important and promising customer. Motorradmarkt Stuttgart. urgently requires 100 pieces of twisted conductor cable. Order Type Sold-to Party PO Number Requested Delivery Date Material Order Quantity OR T-S50B## ## Order 13 Today T-AC6## 100 Analyze the result of the ATP check and save the unconfirmed order.Unit 4: Backorder Processing and Rescheduling SCM671 Solution 9: Backorder Processing and Rescheduling Task 1: Analyze the initial situation for backorder processing and rescheduling. _________________________________________________________ _________________________________________________________ Continued on next page 234 © 2009 SAP AG. 2009 . All rights reserved. 1.

MRP Element Document Number Requirement Date Issue/Receipt ConDelivery firmed/Un. choose Sales Document → Save. Neither a confirmation nor a delivery proposal can be issued for the required date. and unconfirmed requirements for material T-AC6## in plant 1200 Dresden. All rights reserved. The order therefore cannot be confirmed. On the Create Standard Order: Overview screen. on the Availability Overview screen. planned receipts. b) To save the order. confirmed requirements. 235 . the system remains in order entry on the Availability Control screen. choose Edit → Continue. On the Standard Order: Availability Overview screen. choose Goto → Back. To analyze the result of the ATP check. You must confirm the delivery to Motorradmarkt Stuttgart soon. Therefore.SCM671 Lesson: Backorder Processing and Rescheduling _________________________________________________________ a) Logistics → Sales and Distribution → Sales → Order → Create Order Type Enter Sold-to Party PO Number Requested Delivery Date Material Order Quantity T-S50B## ## Order 13 Today T-AC6## 100 OR Since the material is not available as required. obtain an overview of the stock. 2. The Availability Overview screen indicates that there is no cumulated ATP quantity in plant 1200 Dresden for the current date or in the future.Priority confirmed Continued on next page 2009 © 2009 SAP AG. choose Goto → Availability Overview.

Continued on next page 236 © 2009 SAP AG.Unit 4: Backorder Processing and Rescheduling SCM671 a) Call the “Availability Overview” transaction: SAP Easy Access menu: Logistics → Sales and Distribution → Sales → Environment → Availability Overview Material Plant Checking Rule MRP Element Document Number T-AC6## 1200 A Receipt/Requirement Date IsConsue/Re. All rights reserved.5 months Hint: To determine the delivery priority of the documents.firmed/Unceipt confirmed Delivery Priority Stock Sales order Release order/stock transport order Today Plus 1 month +500 -100 Unconfirmed 1 -1000 Confirmed 2 (500 on requirement date + 500 after the planned order receipt) +1000 -500 confirmed 3 Purchase order Sales order Plus 2 months Plus 2. The delivery priority for sales orders and stock transport orders is shown at item level on the Shipping tab page. you can branch directly to the documents from the availability overview by choosing Environment → Display MRP Element. 2009 .

a) Logistics → Sales and Distribution → Sales → Backorders → Backorder Processing → Material Material Plant Checking Rule b) T-AC6## 1200 A On the Backorder Processing: Overview screen. You still need this example for the rescheduling task. Carry out the relevant (manual) backorder processing. Choose Copy. the total confirmation of the release order must remain at 1000 pieces. Double-click the third schedule line of the release order.SCM671 Lesson: Backorder Processing and Rescheduling Task 2: Manual Backorder Processing 1. Now double-click the confirmed sales order with priority 3 (requirement date of today in approximately 2. You therefore use 100 pieces of T-AC6## that have been used/reserved for the sales order with delivery priority 3 to confirm the release requirement. enter 100 (pieces). 237 . Hint: Do not save the backorder processing. Reduce the committed quantity to 400 pieces. Backorder Processing → Exit Continued on next page 2009 © 2009 SAP AG. enter 400 (pieces). double-click the second schedule line of the release order.5 months). In the Committed field. c) d) e) f) Hint: Do not save the backorder processing. Choose Copy. you use quantities that have been “reserved” for the first schedule line of the release order. All rights reserved. Increase the confirmed quantity to 600 pieces. You still need this example for the rescheduling task. Now double-click the unconfirmed Motorradmarkt sales order with priority 1. Choose Copy. However. To confirm this order. You decide that the sales order for Motorradmarkt Stuttgart must be delivered as soon as possible. Choose Copy. In the Committed field.

First check the “Rule for Transferring the Results of the Availability Check” for sales orders in the sales area 1000 / 12 / 00. Rule for Transferring the Results of the Availability Check for Sales Orders: Sales Area 1000 / 12 / 00 Rule for Adoption of ATP Results in Purchasing: Document Type/Delivery Plant UB / 1200 a) IMG: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Default Settings. 2009 . Continued on next page 238 © 2009 SAP AG. You therefore want to breach the first-come. Requirements with a high delivery priority should be given preference during the ATP check. In the future. All rights reserved. and the “Rule for Adoption of ATP Results in Purchasing” for document type UB in plant 1200 Dresden. For material T-AC6## in plant 1200. Sales orders and stock transport orders are to be processed in the same way. first-served principle and distribute the ATP quantity on the basis of the delivery priority.Unit 4: Backorder Processing and Rescheduling SCM671 Task 3: Rescheduling 1. you want to process sales orders and stock transport orders that have already been created on a daily basis. Rule for Transferring the Results of the Availability Check for Sales Orders: Sales Area 1000 / 12 / 00 b) Rule E Rule Rule IMG: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Assign Delivery Type and Checking Rule Rule for Adoption of ATP Results in Purchasing: Document Type/Delivery Plant UB / 1200 Rule E 2. reschedule the order accordingly “online.” First reschedule the order in a simulation. Analyze the result of the rescheduling.

SCM671 Lesson: Backorder Processing and Rescheduling _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ a) Logistics → Sales and Distribution → Sales → Backorders → Rescheduling → Execute Material Plant Process Sales Documents Process Stock Transfer Docs At Item Level Unconfirmed Documents Required Simulation Document Category Delivery Priority Date Document Number Document Item Program → Execute T-AC6## 1200 Selected Selected Selected Not selected Selected “Blank” 1 “Blank” “Blank” “Blank” Continued on next page 2009 © 2009 SAP AG. All rights reserved. 239 .

Unit 4: Backorder Processing and Rescheduling SCM671 Document Stock transport order (priority 2) Requirement 1000 Old Date Today plus 1 month Old Quantity 500 New Date Today plus 1 month New Quantity 400 Today plus 2 months Order (initially entered but priority only 3) Motorradmarkt Stuttgart order (priority 1) 500 Today plus 2. For material T-AC6## in plant 1200. 2009 . Analyze the result of the rescheduling.5 months 600 500 400 100 Today 0 This week 100 The ATP quantity has been allocated by delivery priority. All rights reserved. 3.” First reschedule the order in a simulation. Rescheduling must reallocate only ATP quantities among sales documents on the basis of the delivery priorities. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ a) Logistics → Sales and Distribution → Sales → Backorders → Rescheduling → Execute Continued on next page 240 © 2009 SAP AG. Define a new rescheduling. Stock transport orders are no longer to be included in the rescheduling. reschedule the order accordingly “online.5 months 500 Today plus 2 months Today plus 2.

5 months T-AC6## 1200 Selected Not selected Not selected Selected “Blank” 1 “Blank” “Blank” “Blank” Old Quantity 500 New Date Today plus 2. Continued on next page 2009 © 2009 SAP AG. All rights reserved. The confirmation of the stock transport order remains unaffected. 241 .5 months New Quantity 400 100 Today 0 Today plus two months (after the order is received) 100 The ATP quantity has been reallocated based on the delivery priority. only the ATP quantity of the planned receipt (purchase order) and the ATP quantity already used to confirm the order with delivery priority 3 can be reallocated to the two sales orders. As a result.SCM671 Lesson: Backorder Processing and Rescheduling Material Plant Process Sales Documents Process Stock Transfer Docs Unconfirmed Documents Required Simulation Document Category Delivery Priority Date Document Number Document Item Program → Execute Document Order (initially entered but priority only 3) Motorradmarkt Stuttgart order (priority 1) Requirement 500 Old Date Today plus 2.

On the “Change Standard Order XXXXX: Overview” screen. To do so. First reschedule the order in a simulation. Analyze the result of the rescheduling. select the Fix Qty/Date field. On the Standard Order: Availability Control screen. Fix the confirmed quantities and dates for the order that already exists in the system with delivery priority 3 (you determined the document number of the order in task 1. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ a) b) Logistics → Sales and Distribution → Sales → Order → Change Order: Order number from task 1. 2009 .Unit 4: Backorder Processing and Rescheduling SCM671 4. For example. step 2 On the Create Standard Order: Overview screen. check the availability at ITEM level again. c) Now carry out rescheduling: Logistics → Sales and Distribution → Sales → Backorders → Rescheduling → Execute Material Plant Process Sales Documents Process Stock Transfer Docs At Item Level Unconfirmed Documents Required Simulation Document Category Delivery Priority Date Document Number Document Item T-AC6## 1200 Selected Selected Selected Not selected Selected “Blank” 1 “Blank” “Blank” “Blank” Continued on next page 242 © 2009 SAP AG. All rights reserved. choose Sales Document → Save to save your change. step 2). use the processing parameters described in step 2 of this task. choose “One-Time Delivery”. Then reschedule the order again.

The stock transport order has been impaired. All rights reserved. It retains its confirmations. Continued on next page 2009 © 2009 SAP AG. Instead of 1.SCM671 Lesson: Backorder Processing and Rescheduling Program → Execute Document Stock transport order (priority 2) Requirement 1000 Old Date Today plus 1 month Old Quantity 500 New Date Today plus 1 month New Quantity 400 Today plus 2 months Motorradmarkt Stuttgart order (priority 1) 100 Today 500 No entry in log = NO change This week No entry in log = NO change 100 0 The order with the Fix Qty/Date indicator is no longer included in the rescheduling. The order has a higher delivery priority and therefore is allocated the ATP quantity from the stock transport order. a total of only 900 pieces can now be confirmed for the stock transport order. 243 .000 pieces of T-AC6##. The ATP quantity has been redistributed between the stock transport order and the Motorradmarkt order on the basis of the delivery priority.

Unit 4: Backorder Processing and Rescheduling SCM671 5. step 1 c) Display the schedule line(s) for item: Required Delivery Date / Delivery Date Today Today + 3 days Order Quantity 100 0 Confirmed Quantity 0 100 T-AC6## 1200 Selected Selected Selected Not selected NOT selected “Blank” 1 “Blank” “Blank” “Blank” After rescheduling. the order has a confirmed quantity and date. a) Carry out rescheduling: Logistics → Sales and Distribution → Sales → Backorders → Rescheduling → Execute Material Plant Process Sales Documents Process Stock Transfer Docs At Item Level Unconfirmed Documents Required Simulation Document Category Delivery Priority Date Document Number Document Item Program → Execute b) Now call the order from task 1. 244 © 2009 SAP AG. 2009 . All rights reserved. Now post the rescheduling from step 4 of this task and check whether the Motorradmarkt order has actually been changed. Order: Order number from task 1. step 1 in the “Display Order” transaction by choosing Logistics → Sales and Distribution → Sales → Order → Display.

All rights reserved.SCM671 Lesson: Backorder Processing and Rescheduling Lesson Summary You should now be able to: • Explain the need for processing backorders and rescheduling • Describe the situations in which you use backorder processing and rescheduling • Process backorders and reschedule. 245 . as well as analyze the results • Configure the necessary Customizing settings 2009 © 2009 SAP AG.

as well as analyze the results • Configure the necessary Customizing settings 246 © 2009 SAP AG. All rights reserved.Unit Summary SCM671 Unit Summary You should now be able to: • Explain the need for processing backorders and rescheduling • Describe the situations in which you use backorder processing and rescheduling • Process backorders and reschedule. 2009 .

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. All rights reserved. 247 ........... you will be able to: • • • • Explain the ATP quantity calculation List the advantages of collective orders in the availability check Explain assembly processing Explain the availability check when used for subcontracting Unit Contents Lesson: Appendix............................................248 2009 © 2009 SAP AG......Unit 5 Appendix Unit Overview This unit contains additional examples of the calculation logic for the cumulated ATP quantity. Unit Objectives After completing this unit....

assembly processing. All rights reserved. you have to be able to reproduce the ATP quantity calculation in the SAP system. you learn about the availability check for collective orders in production. and subcontracting. With the help of selected case studies. you learn how to interpret the calculation logic. In addition. collective orders in production. as part of assembly processing.Unit 5: Appendix SCM671 Lesson: Appendix Lesson Overview This lesson contains case studies for the ATP quantity calculation. Lesson Objectives After completing this lesson. you will be able to: • • • • Explain the ATP quantity calculation List the advantages of collective orders in the availability check Explain assembly processing Explain the availability check when used for subcontracting Business Example As a member of the project team. It also contains additional information about configuration for the scope of the check. 2009 . and for subcontracting. 248 © 2009 SAP AG. You also become more familiar with configuring the scope of the check.

Requirements that are already scheduled and that have to be taken into account include three sales orders of 100. 249 . we will create an additional order of 10 or 20 pieces of the material in the following four case studies. All rights reserved. 6. Depending on the required delivery date and the material availability date.SCM671 Lesson: Appendix Calculating the ATP Quantity Figure 63: Case Study: Initial Situation The graphic shows the initial situation for the sample material in the availability check plant: • • • The current plant stock is 100 pieces. and 50 pieces in 2. various confirmation statuses will arise. 40. Using this as a basis. and 10 weeks respectively. 2009 © 2009 SAP AG. Expected receipts include two purchase orders: 50 pieces in 4 weeks and 60 pieces in 8 weeks.

250 © 2009 SAP AG. 2009 . The material must be provided in 5 weeks so that the required delivery date can be met. an order for 10 pieces is created. The question is whether the required 10 pieces can be provided in 5 weeks based on the current stock situation and the planned issues and receipts.Unit 5: Appendix SCM671 Figure 64: Case 1: Conformation on Required Delivery Date In case 1. All rights reserved.

without the other planned orders being endangered. Figure 66: 2. 251 . All rights reserved. not 10. Case 2: Confirmation for a Later Date In case 2. the customer requires 20 pieces.SCM671 Lesson: Appendix Figure 65: Result for Case 1: Confirmation on Required Delivery Date The availability check shows that the system can confirm the 10 pieces for the requested delivery date. 2009 © 2009 SAP AG.

2009 .Unit 5: Appendix SCM671 The material should be provided in 3 weeks. Based on the materials availability date. 252 © 2009 SAP AG. the quantities cannot be divided. the system uses delivery scheduling (forward scheduling) to calculate the confirmation date for the delivery of 20 pieces. What is the earliest date on which the 20 pieces can be provided? Figure 67: Result for Case 2: Confirmation for a Later Date The order cannot be confirmed for the required delivery date. The customer also requires a complete delivery. Due to the “complete delivery” agreement. The 20 pieces can therefore be provided only after the second purchase order has been received. All rights reserved.

SCM671 Lesson: Appendix Figure 68: 3. the initial situation is the same as cases 1 and 2. the required order quantity can be divided into several partial deliveries. Case 3: Partial Deliveries If the customer agrees. the customer needs the goods as soon as possible and allows you to divide the delivery quantities into partial deliveries. if necessary. however. The new sales order with a requirements quantity of 20 pieces is entered. In case 3. When can the material be provided for partial deliveries and in what quantity? 2009 © 2009 SAP AG. 253 . the required delivery date is in three weeks. All rights reserved. In case 3.

2009 . 254 © 2009 SAP AG. You can confirm the 20 units for two later dates.Unit 5: Appendix SCM671 Figure 69: Result for Case 3: Partial Deliveries The order cannot be confirmed for the required delivery date. each with 10 units. All rights reserved. the “partial deliveries permitted” agreement means that the quantity can be split up. However.

SCM671 Lesson: Appendix Figure 70: 4. Case 4: Inclusion of the Replenishment Lead Time In case 4. You cannot make 20 pieces available until the date on which the last purchase order for 60 pieces arrives (receipt). The replenishment lead time is an empirical value that can be entered in the material master and indicates the time usually required to procure this material. however. All rights reserved. 2009 © 2009 SAP AG. the result is the same as case 2. If the system checks availability using the replenishment lead time. the system assumes that the material will be available at the end of the replenishment lead time by the latest. If you check availability without including the replenishment lead time. you can provide 20 pieces on the requested date. 255 . The availability check is only run until the end of the replenishment lead time.

you must understand the implications this has for the ATP check! Figure 72: Hints on Configuring the Scope of Check -2- 256 © 2009 SAP AG. However.Unit 5: Appendix SCM671 Additional Slides for Availability Check Control Figure 71: Hints on Configuring the Scope of Check -1- If a business transaction has follow-on processes. you can define another check scope for the ATP check for each document in the process chain or along the entire business process. All rights reserved. 2009 .

SCM671 Lesson: Appendix Figure 73: Hints on Configuring the Scope of Check -3- Collective Orders Figure 74: Collective Orders in Production Collective orders are the only way in which you can manage production orders on multiple levels. a separate suborder is created automatically (special 2009 © 2009 SAP AG. For each BOM component whose material master contains the special procurement key 52. and so on) of the SAP ECC system. MM. All rights reserved. This is integrated in all components (SD. 257 .

Individual orders can be added or deleted. The special procurement key of the material master can be overridden using the explosion type field in the BOM item. The lot size indicator (in the material master) is not taken into account when you open individual orders. All rights reserved. Figure 75: Collective Orders – Advantages 258 © 2009 SAP AG. All orders in the collective order have the same order type. Other useful special procurement types (such as “production in an alternative plant”) can be combined with direct production (collective order). Each component in an order (whether or not it has special procurement key 52) can be made operational for an order. 2009 . Production versions are transferred from the leading order to the suborders.Unit 5: Appendix SCM671 procurement type: direct production).

You can make changes to the missing parts. The missing parts overview lists all missing parts.SCM671 Lesson: Appendix Figure 76: Collective Orders – Availability Check All orders in the network or subnetwork are always checked during the availability check. The missing parts list contains all missing parts and components that cannot be checked. All rights reserved. This list is not saved. 259 . 2009 © 2009 SAP AG. The list is saved with the status of the last check.

This means that you do not need a planning run at this point for make-to-order production with assembly processing. This means you need just a one-level bill of material explosion and you do not need to generate dependent requirements. When you do so. You then only need to assemble the components according to the customer’s wishes. 260 © 2009 SAP AG. Any changes made to the confirmed schedule lines or the delivery date are immediately visible in the sales order and/or in the production order. 2009 . The system returns the confirmed quantity and delivery date from the production order to the schedule lines in the sales order.Unit 5: Appendix SCM671 Assembly Processing Figure 77: Assembly Processing The individual components for the final product have already been produced for make-to-order production with assembly production. the availability of the production order components is checked. All rights reserved. You can create a production order directly from the sales order.

The components required by. The end product is requested by your company through a purchase order. To create this. your vendor (subcontractor) receives with components from which a product is manufactured. The components are then delivered to the vendor and managed as part of vendor-based special stock O (= stock of material provided to vendor). The vendor may receive these components from you or from another business partner. the subcontractor to manufacture the ordered product are listed in the purchase order. Materials can be provided in an LE delivery. which can also contain other components that the vendor provides. and subsequently provided to. You order the finished product in a subcontract order. The vendor provides the agreed service and delivers the ordered material (the finished product).SCM671 Lesson: Appendix Subcontracting Figure 78: Subcontracting With subcontracting. From the component overview of the purchase order. The components can be determined by the system through a bill of material. 261 . you can check the availability of components for the requirement date by choosing Component List → Component Availabil. If you dispatch the components to the subcontractor from your company. All rights reserved. The consumption of the components is 2009 © 2009 SAP AG. you can use the shipping activities. The components that the vendor receives to manufacture the finished product are listed in the purchase order. you can use a BOM.

you have to change the stock (subsequent adjustment). 2009 . If the vendor informs you that fewer or more components were consumed than planned after you have posted the goods receipt. All rights reserved. 262 © 2009 SAP AG. The vendor provides an invoice for the services rendered and this is checked in invoice verification.Unit 5: Appendix SCM671 automatically posted with the goods receipt posting.

SCM671 Lesson: Appendix Lesson Summary You should now be able to: • Explain the ATP quantity calculation • List the advantages of collective orders in the availability check • Explain assembly processing • Explain the availability check when used for subcontracting 2009 © 2009 SAP AG. 263 . All rights reserved.

Unit Summary SCM671 Unit Summary You should now be able to: • Explain the ATP quantity calculation • List the advantages of collective orders in the availability check • Explain assembly processing • Explain the availability check when used for subcontracting 264 © 2009 SAP AG. All rights reserved. 2009 .

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and the check against planned independent requirements Configure the availability check in Sales and Distribution and analyze the results of the check Configure the availability check in production and analyze the results of the check Configure the availability check in Materials Management and analyze the results of the check Process backorders 2009 © 2009 SAP AG. the product allocation. 265 . All rights reserved.SCM671 Course Summary Course Summary You should now be able to: • • • • • • • Understand the basic concept of the availability check Understand the integration and interaction of the availability check with materials planning and planning Decide between using the ATP check.

All rights reserved. 2009 .Course Summary SCM671 266 © 2009 SAP AG.

All rights reserved. If you have any corrections or suggestions for improvement. please record them in the appropriate place in the course evaluation. 267 . 2009 © 2009 SAP AG.Feedback SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials.

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