Availability Check & TOR

PURPOSE

When a customer places an order for a material and requests that the
material be delivered to him on a specific date. This delivery date can only
be confirmed after ensuring the material availability after considering all the
inward as well as out ward stock movements

USE

The Availability Check and Requirement Transfer help to determine
delivery date for a customer These also help in determining whether the
goods are ready or to be produced or to be procured externally


Terminology


Schedule line in a sales order contains information about the quantities of a
material ordered by the customer and the corresponding delivery date requested
by the customer for delivering the material.

The delivery date quoted by the customer is called the customer-requested
delivery date.

Together with the delivery quantity requested by customer for such a date, the
term used is material requirement. This information is transferred to MRP
using the transfer of requirements (TOR).

You can transfer requirements either individually or collectively.
An individual requirement transfers the material demand for each schedule
line to MRP, whereas a collective requirement transfers summarized data on a
daily or weekly basis to MRP.

Types of Availability Check
There are three types of availability checks:

Check against available-to-promise quantities
Check against product allocation
Check against planning
Check Based on Available-to-Promise Quantities
This check considers the currently available stock and also the stock that will be
available in the near future for availability check calculations. In equation form,
this can be depicted as follows:

Check against ATP = Available stock + Future receipts – Future issues

Where Available stock refers to the stock available in hand at the delivering
plant/warehouse.

Future receipts represent all the inward movement of goods that can add
stock in the delivering plant/warehouse. Purchase order, production order
and stock transfer order are a few examples of documents that trigger inward
movement of stock.

Future issues are all the outward movement of goods that can lead to the
consumption of stock from the delivering plant/warehouse. Sales orders,
deliveries, stock transfer orders, and assembly orders
Check against product allocation
Product allocation facilitates period-based distribution of products for
certain customers or regions. This type of check is useful in a cases, for
example, the production is very low, customer requirement is high

Check against planning
The check against planning is performed against independent requirements
which are usually created for an ‘anonymous’ market rather than being
customer specific.
Types of Availability Check
How the Availability Check Process Works
Schedule line confirmation = Material availability date + Pick/pack time + Lead
time for transportation planning + Loading time + Transit time
Material availability date (MAD)
Date on which the requested quantities for the material should be available to
meet the customer-requested delivery date.
system determines the material availability date by calculating backward from the
customer-requested delivery date and subtracting the delivering plant/warehouse
processing time (pick/pack time, lead time for transportation planning, loading
time) and transit time. This process is called backward scheduling.
system determines the material availability date on which the requested
quantities of material are available or will be available, it starts calculating
forward and adding the time for pick/pack, transportation planning, loading, and
transit to the material availability date and proposes or confirms the final date
thus calculated as the confirmed schedule line date on the order. This process is
called forward scheduling.
Complete Delivery and Availability Check
Availability check in a complete delivery scenario with material availability date already past
Availability check in a partial delivery scenario
Availability check in a one-time delivery scenario
Customizing the Availability Check and Transfer of Requirements
Control of TOR
Requirements Class: The requirements class contains all control features for
planning. In addition, it is specified at a global level whether an availability
check is to take place for the material in the sales and distribution documents
on the basis of the ATP quantity (ATP = available to promise) and whether
requirements are to be passed on

Requirements type: The requirements are identified by the requirements
type. The requirements type refers to the requirements class and its control
features

Schedule line category: Schedule line category controls whether an
availability check and transfer of requirements should be carried out in the
sales documents

Checking group: It controls whether the system is to create individual or
collective requirements in sales and shipping processing.
Control of Availability Check
Checking group: It controls whether the system is to create individual or
collective requirements in sales and shipping processing.
The checking group can also be used to deactivate the availability check. It
is proposed in the material master record on the basis of the material type
and the plant, and copied into the sales documents

Checking Rule: The use of Checking rule to control the scope of the
availability check for each transaction in sales and distribution. You also
specify the check should including or excluding replenishment lead time

Schedule line category: Schedule line category controls whether an
availability check and transfer of requirements should be carried out in the
sales documents

Delivery item category: The delivery item category can be used to control
whether an availability check takes place in deliveries.