Availability Check in ERP

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  • SCM671Availability Check in SAP ERP

    SAP ERP - Sales and Services

    Date

    Training Center

    Instructors

    Education Website

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

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

  • Copyright

    Copyright 2009 SAP AG. All rights reserved.

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    THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLYDISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDINGWITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR APARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE,INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTSCONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT,INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANYKIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOSTPROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDEDSOFTWARE COMPONENTS.

    g20093299449

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

    Typographic ConventionsAmerican English is the standard used in this handbook. The followingtypographic conventions are also used.

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    2009 2009 SAP AG. All rights reserved. iii

  • About This Handbook SCM671

    Icon Meaning

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    iv 2009 SAP AG. All rights reserved. 2009

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

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

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

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

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

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

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

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

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  • Contents SCM671

    vi 2009 SAP AG. All rights reserved. 2009

  • Course Overview

    Target AudienceThis course is intended for the following audiences:

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

    Course PrerequisitesRequired Knowledge

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

    Recommended Knowledge

    None

    Course GoalsThis course will prepare you to:

    Understand the basic concept of the availability check Understand the integration and interaction of the availability check with

    materials planning and planning Recognize the application areas of the availability check Apply the various methods of the availability check to meet specific goals

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

    Understand the basic concept of the availability check Understand the integration and interaction of the availability check with

    materials planning and planning Decide between using the ATP check, the product allocation, and the check

    against planned independent requirements Configure the availability check in Sales and Distribution and analyze the

    results of the check

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  • Course Overview SCM671

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

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

    Process backorders

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  • Unit 1Availability Check Based on ATP

    Quantity

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

    Unit ObjectivesAfter completing this unit, you will be able to:

    Understand the concept of the ATP check Explain the fundamentals of the ATP check Activate the ATP check in Sales and Distribution Explain the specific aspects of the ATP check in Sales and Distribution Configure the Customizing settings for the ATP check Interpret the results of the ATP check in Sales and Distribution Explain how the availability check for material components is carried out

    and controlled on the basis of the ATP quantity Interpret the results of the availability check Check availability based on the ATP quantity for stock transport requisitions,

    stock transport orders, and replenishment deliveries Check availability on the basis of the ATP quantity for material reservations

    and stock postings Interpret the results of the availability check

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

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

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

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

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

    Lesson: ATP Check Using the Example of Sales andDistribution

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

    Lesson ObjectivesAfter completing this lesson, you will be able to:

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

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

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  • 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: salesdocuments, outbound deliveries, planned orders, production orders, service orders,stock transport requisitions, stock transport orders, stock transport schedulingagreements, subcontracting items for purchase orders, reservations, and stockpostings.

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

    The basic concept of the check based on the ATP quantity is summarizedas follows: Incoming requirements (for example, customer requirements orcomponent requirements in manufacturing) are checked against the cumulatedATP quantity for the requirement date. If the cumulated ATP quantity for therequirement date is sufficient, the requirement can be confirmed. At the same time,the requirement reduces the cumulated ATP quantity. The quantity is thereforereserved for the requirement and is not available for other requirements.

    You can use the Customizing settings to specify the stocks and stock changesthat are taken into account when the ATP quantity is calculated and availabilitychecked.

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

    On the Availability Control screen, the system informs the user of the quantitiesthat can be confirmed as required and those that cannot be confirmed as required,and if possible, proposes an alternative delivery.

    Note: Fix Quantity/Date: If the customer or order processor accepts thedelivery date and quantity proposed and confirmed by the system, thisquantity and date can be fixed. The system then transfers the requirementto materials planning so that the confirmed date and quantity can be met.The date and quantity originally required are not forwarded to materialsplanning. If you do not select the Fix Qty/Date field, the delivery date andconfirmed quantity are not fixed. If materials can be either produced orprocured more quickly, you may be able to deliver the materials closer tothe required delivery date, that is, earlier than the date confirmed by thesystem. However, the delivery quantity and date may also be negativelyaffected.

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

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

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

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

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

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

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

    The following partial delivery agreements are possible at item level:

    _ Partial delivery allowed

    A Create a delivery with qty greater than zero

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

    C Only complete delivery allowed

    D No limit to subsequent deliveries

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

    Figure 6: Analyses for the Availability Check

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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 ofthe ATP quantity. Transaction CO09 Availability Overview can be used forthis. The stock/requirements list (transaction MD04) and the stock overview(transaction MMBE) cannot be used for declarations about availability. If they areused, the availability situation is often misinterpreted.

    Figure 7: Digression: Material View and Enhanced Material Search

    In Customizing, you can activate the material view or the material view andenhanced material search for the sales order application. Using the materialview function, you can display detailed material data without having to access thematerial master directly. In the material view for material of one or more salesdocument items, you can display the ATP quantity based on the current date acrossseveral plants. You access the material view screen by selecting one or more salesorder items and choosing the icon with the quick info Display Material View.You can specify the plants to be evaluated (the associated plants) for the plantof the order item. The possible selection of plants ranges from the selection ofonly the delivery plant of the order item to all plants that are assigned to the salesorganization of the order or all plants that are assigned to the company code of theoperation. You can also analyze all plants in a region or all plants for which thematerial is maintained. Using the transaction WSD_CBP Display Close-By PlantAssignments, you can also freely specify the plants that are to be analyzed in thematerial view in conjunction with the availability check.

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

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

    Using the ATP Check in Sales and Distribution

    Figure 8: Using the ATP Check in the Sales Process

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

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  • 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 forsales and outbound deliveries, this function must be activated. If necessary, theavailability check can be activated only for specific materials or material groups,or for selected operations. Whether the material or operation is relevant for thecheck depends on the various Customizing objects and parameters, as well as thecorresponding fields in the material master record.

    The following objects may be relevant: requirement class, schedule line category,delivery item category, checking group, strategy, requirement type, MRP group,strategy group, and MRP type.

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  • 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, you also haveto decide which check method to use.

    Figure 11: Activating and Selecting the Check Method

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

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

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

    In addition, the ATP check can be activated and deactivated using the checkinggroup. The checking group is defined in the material master and groups materialsin terms of the requirements transfer and the ATP check. Consequently, there isan additional option of activating and deactivating the ATP check in relation tothe material.

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

    Whether an availability check is carried out may be dependent on the material oroperation. You can define this using the requirement class.

    Determining the requirement class using the material:

    First, an attempt is made to determine a strategy using the strategy groupfrom the material master. If the strategy group is not maintained, the MRPgroup is used to determine it. If the MRP group is not defined, the systemuses the material type instead of the MRP group to determine the strategygroup (the material type has to be maintained as the MRP group).

    A requirement type for customer requirements is determined using thestrategy.

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

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

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  • 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 systemattempts to determine a requirement type or class using the item category(document) and the MRP type (material master).

    If this is not possible, the system attempts to determine a requirement type orclass using only the item category.

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

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

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  • 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 inthe relevant schedule line categories.

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

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

    1. Order type of the document 2. Item category group from the material master record 3. Use of the item that is implemented within the program for specific

    business transactions and functions 4. Item category of a higher-level item (in the case of a subitem)

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

    Figure 15: Determining the Delivery Item Category

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

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

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

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  • 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 inCustomizing. The ATP check is successful if a sufficient, cumulated ATP quantityis available on the material availability date. You can display the stock, receipt,and requirement information necessary to calculate the ATP quantity, as well asthe relevant points in time, in a time series. Programming dictates that the systemalways attempts to fulfill requirements with the most recent receipt. On the basisof this logic, along with the stock, receipt, and requirements information, andyour time points, the system calculates and displays the cumulated ATP quantityfrom today to a given point in the future.

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

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

    The scope of the ATP quantity is defined individually for each companybased on the operation or product (scope of check).

    The basic check level is at plant or storage location level. The check can be carried out regardless of whether the replenishment lead

    time is used. The ATP check in SAP ECC is accurate to the day. Issues always try to consume the most recent receipt first. When the check is carried out, cumulated requirements and confirmed

    quantities can be taken into account.

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  • 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 AvailabilityControl. This defines the ATP quantity calculation and the level of the check, anddetermines whether the ATP check is carried out with or without the replenishmentlead time.

    Figure 18: Selecting Check Control

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

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

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

    The second feature for determining the availability check control is the checkingrule. This is used to distinguish operations in terms of the ATP check. Theassignment of document type and checking rule is hard-coded in the Sales andDistribution application. In general, checking rule A is assigned to the salesdocument and checking rule B is assigned to the delivery document. However,company-specific requirements can be modeled in the Sales and Distributionapplication using the user exit RV03VFZZ.

    ATP QuantityThe basic concept of the check based on the ATP quantity is summarized asfollows: The requirement date of incoming requirements (for example, customerrequirements or component requirements in manufacturing) is checked against thecumulated ATP quantity. If the ATP quantity for the requirement date is available,the requirement can be confirmed. At the same time, a confirmed requirementreduces the cumulated ATP quantity. The quantity is therefore reserved for therequirement and is not available for other requirements.

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

    Figure 19: Defining the Scope of Check

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

    In the availability check control, you also define the scope of the check. Thatis, you specify which stock segments, planned requirements, and planned receiptelements are included in the ATP quantity calculation.

    The following elements can be included in the availability check:

    Stocks: unrestricted-use stock, safety stock, stock in transfer, stock in qualityinspection, and blocked stock.

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

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

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

    Since various, operation-based scopes of check can be defined, they must beconsistent along the process chain. If, for example, the checking rules dictate thatthe availability check in sales documents is to include both sales and deliveryrequirements, but that the availability check in deliveries is to include deliveryrequirements only, there is a danger that quantities already reserved by salesdocuments may be displayed as available for the availability check of deliveries.As a result, there may be a backlog of sales documents in some cases.

    Note: In SAP SCM APO, the scope of the product availability check canbe defined in much greater detail using ATP categories.

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  • 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 andstorage location level. If the material is handled in batches, an additional check iscarried out at batch level. However, you can configure the Customizing settings todeactivate the check at storage location level.

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

    1. Customer-material info record (detailed view)

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

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

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

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

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

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

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

    Availability for deliveries is checked at the level of the delivery plant or storagelocation of the delivery item if the check at storage location level is active. Thestorage location can be and generally is determined automatically in deliveries.

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

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

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

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

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

    Figure 21: Customizing the Check Level

    In Customizing for the availability check control,, the check at storage locationlevel can be deactivated in the Storage Location Inspection area. If the No Stor.Loc. Inspectn indicator is not set, availability is checked at the level of the storagelocation. This assumes however, that the requirement contains storage locationinformation. If this is not the case, the check is carried out at plant level only. Therequirement must always contain plant information. If the No Stor. Loc. Inspectnindicator is set, availability is checked at plant level. This is the case, even if therequirement contains storage location information.

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

    Figure 22: Example: Checking at Plant Level

    Once the ATP quantity has been checked, the result is as follows:

    Requirement 1 in the amount of 1,200 pieces can be confirmed in full. To confirmthis requirement, 500 pieces are obtained from receipt 1 and the remaining 700pieces are removed from the plant stock. The plant stock can still provide an ATPquantity of 300 pieces for future requirements.

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

    Figure 23: Example: Checking at Storage Location Level

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

    Time of the ATP Check

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

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

    The availability check is based on the material availability date.

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

    Figure 25: Backward Scheduling

    For backwards scheduling, the customers requested delivery date is used tocalculate the material availability date and the transportation lead time. Theoutbound delivery must be created at the earliest of the two dates (selectiondate for the outbound delivery). The material must be available on the materialavailability date since only then can the shipping process begin.

    If both dates are after the date on which the order was created and the material isavailable on the material availability date, the customers requested delivery datecan be confirmed. A schedule line is created for the sales document item. The dateof the schedule line displays the confirmed delivery date, which is the same asthe customers requested delivery date.

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

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  • 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 thecustomer cannot be confirmed, the system generally continues scheduling usingforward scheduling.

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

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

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  • 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. The day begins at 00:00and ends at 00:00 in the time zone of the plant (local time) in which the ATPcheck takes place. The exact times (hour, minute, and second) of the plannedrequirements and planned receipt elements are not taken into account. Therelevant elements are cumulated for each day and evaluated at the start of the day.As a result, all receipts are technically available at the start of the day, althoughthey may actually be available only later in the day. Occasionally this leadsto shortages.

    Note: SAP SCM APO can be adjusted to meet the customersrequirements:

    Separate definition of receipt and issue buckets (move receipts)

    Daytime availability check (= several buckets per day)

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

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

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

    ATP Check Taking into Account the ReplenishmentLead TimeThe replenishment lead time is the time required to order or produce the requestedmaterial and to provide it in the company. In the availability check control,you specify whether the ATP check is to be carried out with or without thereplenishment lead time.

    Figure 28: Check Taking into Account the Replenishment Lead Time

    ATP Check Including the Replenishment Lead Time

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

    ATP Check Without the Replenishment Lead Time

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

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

    Note: For an explanation of the different results for the end of thereplenishment lead time on the Availability Control and AvailabilityOverview screens, see SAP Note 100291.

    Figure 29: Calculating the Replenishment Lead Time

    The replenishment lead time is the time required to procure or produce the materialin full, that is, using all BOM levels. The system calculates the replenishmentlead time using specific times that you define in the material master record andin Customizing. Depending on the procurement type, it can be calculated fromdifferent time periods. So that the replenishment lead time can be calculatedcorrectly, you must enter the necessary times in the material master record and inCustomizing.

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

    Formaterials procured externally, it is not useful to maintain the Total RLT field.For external procurement, the total of the purchase processing time (Customizing:Materials Management Purchasing Purchase Requisition Processing

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

    Note: All times are maintained as working days, with the exception of theplanned delivery time, which is maintained in calendar days.

    Concept of the Shortage Check

    Figure 30: Shortage Check

    Checking availability without taking into account the cumulated, confirmedquantity or requirement quantity (shortage check) may lead to overconfirmation.Based on the material availability date of the sales order in the past, the systemchecks whether there are receipt elements with an ATP quantity that is still free. Ifthere is a planned receipt based on the material availability date of the sales orderin the past, it is used to confirm the order requirement. If the planned receipt isthen postponed to any date after the confirmation date, the sales order confirmationis retained even though there is not enough stock to cover the requirement. Thisis because changing the receipt does not automatically change the order. A neworder created in this situation might also be confirmed because of the postponedreceipt and thus lead to an overconfirmation. To correct the overconfirmation,you can execute a planning run, reschedule, or process a backorder. Since thesefunctions require a lot of time, it is possible that orders whose entry dates indicatethat they cannot be delivered are actually delivered.

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

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

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

    Figure 31: Activating the Shortage Check

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

    No shortage check

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

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

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

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  • 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 belocked for other users or checks during the availability check. There are twodifferent lock concepts:

    Material block: In the IMG activity Define Material Block for Other Users,you specify whether a material master record is blocked for other users duringthe availability check for each checking group and call (order/delivery/materialreservation). The block is set at material-plant level and remains until you savethe sales document.

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

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

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

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

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

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

    Exercise 1: ATP Check in Order andDelivery

    Exercise ObjectivesAfter completing this exercise, you will be able to: Carry out the ATP check in the sales order and the outbound delivery Interpret the results of the ATP check

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

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

    1. Enter the sales order.

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

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

    Hint: If you have already left the Availability Control screen, youcan return to it by choosing Check Availability Item.

    In which plant is availability checked?

    ___________________________________________________________

    3. What quantity can be confirmed for the requested delivery date?

    ___________________________________________________________Continued on next page

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

    4. What other delivery proposals does the system make?

    ___________________________________________________________

    ___________________________________________________________

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

    Scope ofcheck:__________________________________________________

    ___________________________________________________________

    ___________________________________________________________

    Calculation of cumulated ATP quantity:____________________________

    ___________________________________________________________

    ___________________________________________________________

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

    ___________________________________________________________

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

    1. Determine the following data:

    Delivery date:Order quantity:Confirmed quantity:

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

    1. Enter the second sales order.

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

    Continued on next page

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

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

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

    Hint: If you have already left the Availability Control screen, youcan return to it by choosing Check Availability Item.

    In which plant is availability checked?

    ___________________________________________________________

    3. What quantity can be confirmed for the requested delivery date?

    ___________________________________________________________

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

    ___________________________________________________________

    ___________________________________________________________

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

    Scope ofcheck:__________________________________________________

    ___________________________________________________________

    ___________________________________________________________

    Calculation of cumulated ATP quantity:____________________________

    ___________________________________________________________

    ___________________________________________________________

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

    ___________________________________________________________

    Continued on next page

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

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

    ___________________________________________________________

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

    3. Display the supplying plant for the order item.

    ___________________________________________________________

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

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

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

    ___________________________________________________________

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

    Delivery Date Order Quantity Confirmed QuantityTodayToday plus 3 workingdays

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

    ___________________________________________________________

    ___________________________________________________________

    ___________________________________________________________

    9. Save the changed order.

    Continued on next page

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  • 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.

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

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

    ___________________________________________________________

    ___________________________________________________________

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

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

    Delivery plant:_____________________________________________

    Picking location:______________________________________

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

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

    ___________________________________________________________

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

    Cumulated ATP quantity today:_________________________________

    Cumulated ATP quantity in 3 months:___________________________

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

    ___________________________________________________________

    ___________________________________________________________

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

    Outbound delivery:______________________________________________

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

    1. Enter the sales order.

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

    a) Logistics Sales and Distribution Sales Order Create

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

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

    Hint: If you have already left the Availability Control screen, youcan return to it by choosing Check Availability Item.

    In which plant is availability checked?

    ___________________________________________________________

    a) Plant 1200

    Continued on next page

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

    3. What quantity can be confirmed for the requested delivery date?

    ___________________________________________________________

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

    4. What other delivery proposals does the system make?

    ___________________________________________________________

    ___________________________________________________________

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

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

    Scope ofcheck:__________________________________________________

    ___________________________________________________________

    ___________________________________________________________

    Calculation of cumulated ATP quantity:____________________________

    ___________________________________________________________

    Continued on next page

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

    ___________________________________________________________

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

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

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

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

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

    ___________________________________________________________

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

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

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

    1. Determine the following data:

    Continued on next page

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  • 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, step 6 or find the orderwith the PO number ## Order 1.

    b) On the Display Standard Order: Overview screen, choose GotoItem Schedule Lines.

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

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

    1. Enter the second sales order.

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

    Continued on next page

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

    a) Logistics Sales and Distribution Sales Order Create

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

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

    Hint: If you have already left the Availability Control screen, youcan return to it by choosing Check Availability Item.

    In which plant is availability checked?

    ___________________________________________________________

    a) Plant 1200

    3. What quantity can be confirmed for the requested delivery date?

    ___________________________________________________________

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

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

    ___________________________________________________________

    ___________________________________________________________

    a) The system suggests delivery in approximately two months.

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

    Scope ofcheck:__________________________________________________

    Continued on next page

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

    ___________________________________________________________

    ___________________________________________________________

    Calculation of cumulated ATP quantity:____________________________

    ___________________________________________________________

    ___________________________________________________________

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

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

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

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

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

    ___________________________________________________________

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

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

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

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

    Continued on next page

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  • 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, step 6 or find the orderwith the PO number ## Order 2.

    b) On the Change Standard Order: Overview screen, choose EditCheck Availability.

    Plant 1200

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

    Answer: Availability of an order item is checked in the supplying plant ofthe order item.

    3. Display the supplying plant for the order item.

    ___________________________________________________________

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

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

    a) On the Change Standard Order: Overview screen, choose EditCheck Availability.

    b) On the Availability Control screen, choose Goto Other Plants.

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

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

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

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

    ___________________________________________________________

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

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

    Continued on next page

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

    Delivery Date Order Quantity Confirmed QuantityTodayToday plus 3 workingdays

    a) On the Change Standard Order: Overview screen, choose GotoItem Schedule Lines.

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

    0 500

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

    ___________________________________________________________

    ___________________________________________________________

    ___________________________________________________________

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

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

    9. Save the changed order.

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

    Continued on next page

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

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

    a) Logistics Sales and Distribution Shipping and TransportationOutbound Delivery Create Single Document With Referenceto Sales Order

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

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

    step 6

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

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

    ___________________________________________________________

    ___________________________________________________________

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

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

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

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

    Delivery plant:_____________________________________________

    Picking location:______________________________________

    a) On the Create Delivery: Overview screen, choose the tab page Picking.

    Delivery Plant: 1400 Stuttgart

    (Picking) Location: 0001

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

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

    a) On the Create Delivery: Overview screen, choose EnvironmentAvailability.

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

    ___________________________________________________________

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

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

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

    Cumulated ATP quantity today:_________________________________

    Cumulated ATP quantity in 3 months:___________________________

    a) Close the Display Scope of Check dialog box. The AvailabilityOverview screen displays the cumulated ATP quantity at plant level andat plant/storage location level from today to a date in the future.

    Cumulated ATP quantity today: 500

    Cumulated ATP quantity in 3 months: 1500

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

    ___________________________________________________________

    Continued on next page

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

    ___________________________________________________________

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

    b) Choose Goto Item Picking.

    c) On the Create Delivery: Item Detail screen, change the Mat. Avail.Date field to today plus 3 months and increase the Dlv. Quantityto 1,500. It is possible to confirm 1,500 meters on the new materialavailability date.

    Hint: Confirm the warning message by choosing Enter.

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

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

    Outbound delivery:______________________________________________

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

    50 2009 SAP AG. All rights reserved. 2009

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

    Exercise 2: Activating and Selecting theCheck Method

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

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

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

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

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

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

    Delivery item type

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

    Checking group for plant1200:______________________________________

    Checking group for plant1400:______________________________________

    Continued on next page

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

    ________________________________________________________

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

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

    Requirements class:_____________________________________________

    6. Is the availability check activated for requirements class 050? If so, in whichmethod? Is the requirements transfer activated?

    ________________________________________________________

    ________________________________________________________

    ________________________________________________________

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

    ________________________________________________________

    ________________________________________________________

    ________________________________________________________

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

    ________________________________________________________

    Continued on next page

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  • 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 andfor the relevant requirements class. Therefore, use the options for determining therequirements classes in Customizing.

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

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

    MRP type:______________________________________________

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

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

    Which strategy group is maintained for material T-AC1## and plant 1200?

    Strategy group:____________________________________________

    4. Which main strategy is assigned to strategy group 40 (planning with finalassembly)? Analyze the assignment in Customizing.

    Field AttributeMain Planning Strategy

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

    Field AttributeReqmt Type of Customer Reqmt

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

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

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

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

    a) Logistics Sales and Distribution Sales Order Display

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

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

    Requirement type of the orderitem:

    KSV

    Schedule line category of theorder schedule line:

    CP

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

    Continued on next page

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

    Delivery item type

    a) Call the outbound delivery in Display mode.

    Logistics Sales and Distribution Shipping and TransportationOutbound Delivery Display

    Outbound delivery Enter your outbound deliveryfrom exercise 1, task 5, step 9.

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

    Delivery item type TAN

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

    Checking group for plant1200:______________________________________

    Continued on next page

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  • Unit 1: Availability Check Based on ATP Quantity SCM671

    Checking group for plant1400:______________________________________

    a) Logistics Sales and Distribution Master Data ProductsMaterial Trading Goods Display

    Material T-AC1##

    Goto Select View(s)

    View Sales: General/Plant Data

    Enter

    Plant 1200

    Enter

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

    Checking group for plant1200:______________________________________02

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

    1400 and confirm your entry by choosing Enter.

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

    Checking group for plant1400:______________________________________02

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

    Continued on next page

    56 2009 SAP AG. All rights reserved. 2009

  • SCM671 Lesson: ATP Check