Controlling the Availability Check in Sales and Distribution Processing

8/11/2019 Controlling the Availability Check in Sales and Distribution Processing

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Controlling the Availability Check inSales and Distribution Processing

You control the availability check using general and SD-specifc control eatures.

General Control Features The ollowing control elements need to be maintained in Customi ing and in the materialmaster record!

Strategy group The allowed planning strategies "main strategy and urther possible strategies# arecombined in the strategy group. $s o %elease &.'( the strategy group is specifed in

the material master record in the )%* + Screen. ,n Customi ing( strategy groups areassigned( dependent on plant( to )%* groups. , the strategy group is missing in thematerial master record( it is determined on the basis o the )%* group( i it has beenmaintained.

p to %elease &.'( the strategy group is determined on the basis o the )%*group

)%* group The )%* group combines materials rom the point o view o material re uirementsplanning. This enables you to control planning or these materials in a particular wayusing( or e/ample( the strategy group( consumption mode and planning period. Youenter the )%* group in the material master in the )%* +screen. The strategy group isdetermined rom the )%* group.

*lanning Strategy The planning strategy specifes the re uirements type or planning and customerre uirements. This represents the decisive control eature or the interaction between*roduction *lanning and Sales and Distribution.

)%* type and item category, no re uirements type is ound using the planning strategy( the system tries todetermine a corresponding re uirements type on the basis o the )%* type and theitem category.

ntil &.'C( determination o the re uirements type via planning strategy hastaken priority. This is not always the best option( however( as the ollowinge/ample will show. $ re uirements type is determined or a material( whichcauses availability to be checked against planning. ,n consignment stockprocessing( however( availability should be checked against stock. ntil &.'Cthe availability check had to be deactivated in these cases. $s o %elease


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&.'C( you can determine how the re uirements type is to be determined oreach transaction by maintaining the Source feld inDetermination ore uirement types using transaction in Customi ing.

%e uirements type The various re uirements are identifed by their re uirements type. The re uirements

type re ers to the re uirements class and its control eatures. %e uirements Class

The re uirements class contains all control eatures or planning such as relevanceor planning( re uirements planning strategy and re uirements consumption strategy.

,n addition( it is specifed at a global level whether an availability check is to takeplace or the material in the sales and distribution documents on the basis o the $T*

uantity "$T* 0 available to promise# and whether re uirements are to be passed on.$ fner degree o control can be obtained or sales documents using the schedule linecategory.

Control Features Specifc to Sales and Distribution The ollowing SD-specifc control eatures need to be maintained in Customi ing! Checking group

The checking group controls whether the system is to create indivdual or collectivere uirements in sales and shipping processing. ,n addition( a material block or theavailability check with trans er o re uirements can be set here. The checking groupcan also be used to deactivate the availability check. This option was createdespecially or the assembly order so that when the bill o material is e/ploded in theassembly order( the individual components( i necessary( can be classifed as non-

critical parts as ar as procurement is concerned. The checking group specifes in combination with the checking rule the scope o theavailability check. ,t is proposed in the material master record on the basis o thematerial type and the plant( and copied into the sales and distribution documents.

Checking %ule You use the checking rule to control the scope o the availability check or eachtransaction in sales and distribution. You also speci y whether the check should becarried out including or e/cluding replenishment lead time. The individual checkingrules defne by transaction( which stock and inward and outward movement o goodsshould be taken into account or the availability check.

Schedule line category You can control with the schedule line category whether an availability check andtrans er o re uirements should be carried out in the sales documents. The possiblesettings or this at schedule line level are dependent on the settings in there uirements class which is determined rom the re uirements type o the material.

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


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Prerequisites$n availability check can only be carried out i the ollowing prere uisites have been ulflled!

The control elements described above or the availability check must be maintainedin Customi ing or Sales and the relevant assignments made to the sales transactions

The availability check must be switched on at re uirements class level and - or theavailability check in the sales documents - at schedule line category level

$ re uirements type must e/ist by which the re uirements class can be ound $ plant must be defned. ,t can either be proposed rom the customer or material

master record or can be entered manually in the document. $ checking group must be defned in the material master record on

the Sales1plant data screen in the$vailability check feld

Global and Fine Control in Customizing

$t the global re uirements class level( the availability check can only be switched on incombination with the trans er o re uirements. $t schedule line level( the settings areproposed rom the re uirements class., the availability check is switched on at re uirements class level( it can be switched o2 atschedule line level. 3owever( you cannot switch on the availability check at schedule linelevel( i it is switched o2 at re uirements class level. You can make this setting at scheduleline level. 4ut the system ignores it and the setting or the re uirements class applies.$lso( at schedule line level when the availability check is switched on( the trans er ore uirements can be switched o2. 5or e/ample( this makes sense or in uiries or salesin ormation.

The settings specifc to schedule lines or per orming an availability check are only relevantor sales documents. ,n the shipping documents( the settings rom the re uirements class

and the delivery item category are used. $s with the schedule line category( the availabilitycheck can be switched o2 as re uired in the delivery item category.

locking !ogic There are two blocking concepts! )aterial block

,n Customi ing( the Defne material block or other users( step is used to determine(by checking group and transaction "order1delivery#( whether a material master recordshould be blocked or other users during an availability check. The block is set atmaterial-plant level and remains in place until you save the sales document.

)aterial block with uantity trans er

5or per ormance-related reasons( the only time when it makes sense to setthe material block with uantity trans er is when it is common or severalusers to work on the same material simultaneously. , this is not the case in


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your organi ation( you can work with the conventional blocking logic atmaterial-plant level.,n Customi ing( the material block can be set with uantity trans erunder Defne checking group. , this block is active( the material is blockedonly or the duration o the availability check when you create or change a

sales and distribution document. Thus( it is possible or several users toprocess the same material simultaneously in various transactions withoutblocking each other. During the availability check( the material being used isblocked e/clusively in the current plant as in a conventional block.

, another user tries to process the blocked material in the corresponding plantwhile the availability check is being carried out( the system tries fve times toblock the material e/clusively or this other transaction with a pause o about+ second between each attempt. , the f th attempt is unsuccess ul( the checkis terminated and the transaction remains unconfrmed. To confrm the

transaction( the user must call up the availability check again.$ ter completion o the check( the corresponding confrmed uantities are stillblocked( but not e/clusively. The material block is removed. The non-e/clusive

uantity block then supplies in ormation to users working in othertransactions( on the reserved uantities o the corresponding material beingprocessed in the selected plant. The block entries are removed whenprocessing is completed. , the transaction processed was saved( then theblock entries were only removed a ter the relevant changes to the data basehave been carried out.

You create a sales order or a material. During the availability check( thismaterial is blocked. $ ter the availability check is completed( the block isremoved. The uantity reserved or this transaction is recorded in the blockingtable. This in ormation can be assessed by all others who are working with thismaterial. , you save the order( the blocked entries are cancelled.

During manual backorder processing( a material with a uantity block isblocked e/clusively so that an availability check or this material is no longerpossible.

, both o the blocking options are active( the block with uantity trans ertakes precedence.


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Scope o" the Availability Check inSales and Distribution Processing

The ollowing elements can be included in the availability check! Stock sa ety stock stock in trans er uality inspection blocked stock ,nward16utward movement o goods purchase orders purchase re uisitions planned orders production orders reservations dependent reservations dependent re uirements sales re uirements delivery re uirements%e uirements in sales and distribution "sales re uirements and delivery re uirements# result

rom all transactions which orward a re uirement to )aterials )anagement "))# or to*roduction *lanning "**#. 5or e/ample( this could include sales orders or deliveries and

uotations as well. Sales and distribution re uirements reduce e/isting stock or inwardmovements o stock on the material availability date to ensure that other outward

movement o stock elements cannot access the uantity reserved in this way.%e uirements relevant or Sales and distribution are created in Sales and Distribution(whereas other elements in this list are created in )aterials )anagement or in *roduction*lanning.5or urther in ormation on trans er o re uirements( seeRequirements in Sales and Distribution Processing .

Defning the #lements to be $ncluded in Check $ checking rule is assigned to each transaction. This rule in combination with the checkinggroup controls the scope o the availability check. You can use the checking rules inCustomi ing or Sales to speci y or the various transactions which o the elements listedabove should be included in the availability check.5or trading goods it does not make sense to include planned or production orders( ore/ample( in the availability check. 3owever( or products manu actured by your companythese orders should be included in the check.
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5or transactions such as make-to-order production( consignment or returnable packagingprocessing that create special stock( the availability check is per ormed against specialstock.

, it is defned by the checking rules that both sales and delivery re uirementsare taken into account in the availability check in sales documents but onlydelivery re uirements are taken into account in the availability check indeliveries( there is a danger that uantities reserved in the sales documentsare considered to be available by the availability check in the deliveries. Thiscan lead to sales documents becoming backlogged.

%ypes o" Availability Check in Salesand Distribution Processing

There are three types o availability check! Check on the basis o the $T* uantities Check against product allocation Check against planning,n Customi ing( you determine whether an availability check is to be carried out against the$T* uanitity or against planning. The check against product allocations is controlled in thematerial master and elsewhere in the system.


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Check on the asis o" the A%P &uantities The $T* uantity "$T* 0 $vailable To *romise# is calculated rom the warehouse stock( theplanned inward movements o stock "production orders( purchase orders( planned orders#and the planned outward movements o stock "sales orders( deliveries( reservations#. Thistype o check is per ormed dynamically or each transaction( taking into account therelevant stock and planned goods movements with or without replenishment lead time.*lanned independent re uirements are not taken into account here.

Check against Product Allocation*roduct allocation acilitates period-based distribution o products or certain customers orregions. $s o %elease &.'5( you can carry out an availability check against productallocation. This ensures( or e/ample( that when production is low( the frst customer doesnot get the ull amount( resulting in ollowing sales orders not being confrmed or being

confrmed ar too late.

Check against planning The check against planning is per ormed against independent re uirements which areusually created or an 7anonymous8 market rather than being customer-specifc " or e/ample(in the strategy 7*lanning without assembly8( when production occurs only up to the stockinglevel#. The planned independent re uirements result rom demand program planning andare used or planning e/pected sales uantities independent o orders9eitere ,n ormationen hier u erhalten Sie unter

Allocating and Reducing Independent Requirements in Sales and Distribution Processing .

$ncluding 'eplenishment !ead %ime%eplenishment lead time is the time that is needed to order or produce the re uestedmaterial. The system determines replenishment lead time according to specifc timesdefned by you in the material master record. Depending on the material type(replenishment lead time can be calculated according to various time periods. ,n the case otrading goods( or e/ample( it is determined according to the planned delivery time(purchasing processing time( and the goods receipt processing time.

%eplenishment lead time is only included in the check per ormed on the basiso the $T* uantity.

Availability Check $ncluding 'eplenishment %ime$vailability is only checked up to the end o replenishment lead time. , the materialavailability date is calculated on the basis o the current date to lie a ter the replenishmentlead time or the item( the item itsel can be confrmed despite insu:cient stock being
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available. ,n this case( the system assumes that any uantity re uested by the customer canbe procured by the material availability date and considers the goods to be available.

There ore( a binding confrmation can be sent to the customer. The ollowing fgure shows such a case. The customer wants ;' pieces delivered in ull bythe re uested delivery date. sing backward scheduling( the system determines a material

availability date. 3owever( no goods are available. The inward movement o +'' pieces isused up by an outward stock movement. There ore no stock is available or the materialavailability date determined by the system. , replenishment lead time were not taken intoaccount( the ollowing situation would arise. The customer wants complete delivery.3owever( as a result o urther inward "' pieces are added to the stock. Correspondingly( thedelivery date resulting rom this material availability date would lie urther in the uture.3owever( since replenishment lead time is taken into account during the availability check(the ;' pieces ordered can be delivered be ore this date( namely at the end o the

replenishment lead time.

To ensure that the replenishment lead time can be correctly calculated( there uired times must be entered in the material master record. 5or in-houseproduced goods( the overall replenishment lead time is re uired( or e/ternally

procured materials( the planned delivery time( the processing time or goodsreceipt( or the processing time or purchasing is re uired.

*er orming the availability check including replenishment lead time only makes sense imaterials planning is carried out at regular intervals "best o all( daily or individual and dailyre uirements and weekly or weekly re uirements#. This ensures that inward movements ogoods are checked against confrmed uantities. This is necessary as the delivery date or asales order which has been confrmed on the day be ore replenishment lead time begins lies


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the ne/t day within the replenishment lead time period and this leads to insu:cient stockbeing available. This shortage can result in problems such as delivery creation beingblocked.Availability Check #(cluding 'eplenishment !ead %ime, replenishment lead time is not to be taken into account in the availability check( the

system can per orm an unrestricted availability check. The ollowing fgure shows how thesystem reacts i an availability check is per ormed under the same conditions as in the fgureabove but e/cluding replenishment lead time. The customer also re uires complete deliveryo ;' pieces in this e/ample.

The uantity can only be confrmed on the date on which availability can be guaranteedagain as a result o planned inward movements o stock. ,n this case( this is on the datewhen >' pieces are added to stock.

Availability Status Display )ptions You have the ollowing options or displaying availability or materials!+. ,n the sales menu you select ?nvironment Availability Ovw to display the availability status or a material with re erence to the plant and thechec!ing rule.In the shipping menu you can display the same data by selecting ?nvironment Inventorymanagement Availability overview .

Display total requirements"o display current requirements#inventory status by material and plant with assignments to plannedindependent requirements$ select % @ogistics Production &aster planning Demandmanagement 'valuations Display total reqmts (

Display current requirements/inventory


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To display the available uantity or each material and plant rom the )%* point oviewA the available uantities are determined rom the receipt elements and stockelements that are valid or )%* "@ogistics &aterials management Inventorymanagement 'nvironment Stoc! Stoc!#rqmts. list #

'eactions to the Availability Checkin Sales Documents, the goods ordered by the customer are not available on the re uested date( the systembranches automatically during sales document processing to a urther screen where deliveryproposals are o2ered or selection. The system determines these proposals on the basis othe availability situation. This screen also provides you with in ormation on the scope o thecheck( the current $T* uantity( and the availability situation across all plants.

Availability Control6n the $vailability Control screen( you can choose between the ollowing delivery proposals!

6ne-time delivery on the re uested delivery date,n this section( the system checks whether the re uested delivery date can bekept to. , stock o the material is available to make a delivery on there uested delivery date( the stock uantity is confrmed here. , there is nostock available( confrmed uantity ero is displayed.

To copy this data into the sales document( select ?dit One)time delivery.

Complete delivery,n this section( the system checks whether there will be su:cient stock orcomplete delivery at a later date!

, there is su:cient stock available at a later date to cover the re uireduantity in the sales document( the system proposes the date here.

, the system determines that complete delivery cannot be made at a laterdate( no date is proposed in this section.

9hen availability is checked including replenishment lead time( the datewhich is proposed in this section is the date on which the replenishment leadtime period ends i the stock be ore the end o replenishment lead time doesnot cover the order uantity.


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9hen availability is checked e/cluding replenishment lead time( the systembases its calculations on the stock and the planned inward movements ostock.

To copy this data into the sales document( select ?dit *omplete delivery Delivery proposal

,n this section( the system checks whether and or which dates partialdeliveries can be made. *artial deliveries are displayed or di2erent dates.

These dates are based on the planned inward and outward movements ostock.During an availability check which takes replenishment lead time into account(the date on which replenishment lead time ends is displayed i insu:cientstock means that no partial deliveries can be made be ore replenishment leadtime ends.During an availability check which does not take replenishment lead time intoaccount( the system displays the dates on which partial deliveries can be

made with the available stock. To copy this proposal into the sales document( select ?dit Delivery proposal

The dates displayed in the sections complete delivery and deliveryproposal are determined rom the material availability date using

orward scheduling and represent actual delivery dates.Availability Across Plants

You can display the availability situation in the various plants or which a material ismaintained. To do this( proceed as ollows!

+. Select Boto Other plants on the availability control screen."he dialog bo+ *lant Selection appears. All plants or which the material is maintained are displayed.

Mark the plants in which you want to check availability and select Check plants .,ou reach the $vailability Check! 6verview screen. "he requirements quantity and the quantity whichcould be con irmed as well as some additional in ormation is displayed in a separate line or each plantyou selected.

If you require detailed information on the availability check for a particular line, select therelevant line and select ?dit *hec! availability .,ou reach the Date proposals dialog bo+ where the detailed data is displayed.

You can select a plant with sufficient quantity for confirmation to be copied automaticallyinto the Overview screen. elect the appropriate line and select ?dit *opy plant .

sing the user e/it S?%? ,T *@$ET S?@?CT,6E in the ,nclude%F'&F5GG you can make a preselection o the allowed plants. , youuse this option( the *lant selection dialog bo/ does not appear and theavailability check is per ormed immediately or the allowed plants. , (on the basis o in ormation resulting rom the availability check( youwant to deliver rom a plant other than the one specifed in the item(you must at present enter this plant manually in the item. ,n a later


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release( however( you will be able to select the plant directly rom thelist o plants.

Displaying the A%P &uantities, you want to display the current $T* situation on the availability control screen( select Boto Availability overview.

Displaying the Scope o" the Check , you want to display the scope o the check "stock and inward1outward movements ogoods taken into account during the availability check# rom the availability control screen(select Boto Scope o chec!.

Delivery Agreements in the Customer *aster 'ecord$ customer may react in di2erent ways to the act that a complete delivery can not beprovided or the re uired delivery date. You can defne in the customer master record( theway a customer reacts to the inability to meet the re uirements represented by the keydata.

The customer wants complete delivery o all items by the re uested delivery date orat a later date.

The complete delivery indicator is copied into the sales document rom thecustomer master record. To fnd it( select 3eader

-usiness data on an overview screen or a header screen. ,ou ind the indicator in the Shipping section.

, the complete delivery indicator is set in the sales document( the individual itemsare automatically correlated when the document is saved i the schedule lines e/ist

or various dates "that is( a delivery group is automatically created or the salesdocument items and the latest delivery date within this group becomes the groupdelivery date#. 5or urther in ormation on delivery groups( see *ombining SalesDocument Items or Delivery .

The customer only allows a certain number o partial deliveries or each item. The partial delivery indicator and the number o partial deliveries are copiedinto the sales document item rom the customer master record. To fnd theindicators!

+. Bo to the 4usiness Data screen or this item.;. Select ?dit Shipping details .

The indicators are ound in the Shipping section.

Per"orming the Availability Check Againsually( an availability check is only per ormed when a sales document is created. ,uantities or dates are changed in the document and availability needs to be checked again(

the check is per ormed againautomatically . owever$ you can also initiate an availability chec! manually.
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Automatic Checks,n the ollowing situations( a new availability check is automatically carried out!

Huantity change Date change "re uested delivery date( material availability date# Change to the f/ed data $ ter new delivery scheduling " or e/ample( the route or shipping point has been

changed# Change o plant Change o storage location or batch %emoval o blocks which a2ect re uirements %emoval o reasons or reIection$nitiating a Check *anually,n the sales document( you can initiate a new availability check manually. , you want toper orm an availability check or all items in a sales document( select Sales document *hec! availability on the header screen. I you want to chec! availability or an individual item$select 'dit Item availability.

Types of Transfer of Requirements in Sales and Distribution Documents

The ollowing types o trans er o re uirements e/ist! Trans er o re uirements with individual re uirements Trans er o re uirements with collective re uirements,n the material master record( you speci y on the Sales1*lant Data screen in the $vailabilitycheck feld whether each re uirement is orwarded individually to planning or whether the

re uirements or one material in one plant are be combined.

$ndividual 'equirements

$ line or individual re uirements is created in the availability overview or each sales anddistribution document and schedule line. This line contains the order uantity and thenumber o the document which created the re uirement as well as the item number and there uirements class.,ndividual re uirements have the advantage that the initiating document can be identifed"the initiating document is displayed in the availability overview or each re uirement#.

Collective 'equirements

Collective re uirements combine several re uirements according to the ollowing criteria! *lant 4atch Storage location


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Date Transaction %e uirements ClassCollective re uirements can either be created daily or weekly. You can also use the checkinggroup to control whether the re uirements date or weekly created collective re uirements

is the )onday o the current week or the )onday o the ollowing week.,n contrast to the individual re uirements( the documents initiating the collectivere uirements cannot be directly identifed.3owever( it can be indirectly determined rom thelist o orders or the material

,n a later release( you will be able to break down collective re uirements inthe availability overview so that you can directly identi y the initiatingdocument or the re uirements.

The collective re uirements unction is use ul or dealing with a large volume o sales orders(as you obtain a clearer list o re uirements and the system response time is also better.

The system automatically creates individual re uirements or transactionswhich create re uirements or special stock " or e/ample( made-to-orderstock( returnable packaging( or consignment goods# even i collectivere uirements have been specifed by the checking group in the materialmaster record.

#+ects o" the %rans"er o"

'equirements in the Sales andDistribution Documents9hen you enter a sales document( the confrmed uantity is JreservedJ and posted as aoutward movement o stock on the confrmation date. This uantity cannot then beaccessed by any other transaction. The order uantity is orwarded to material re uirementsplanning even i it cannot be confrmed. The ollowing fgure shows how the trans er ore uirements is a2ected by the creation o a sales document.


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,n the e/ample shown above( the customer orders +'' pieces o material )+ or '>.'+.K;.6n the basis o the availability status( .'+.K; and =' on'>.'K.K;. The remaining +' pieces cannot be confrmed. The confrmed uantities "K'pieces# are taken into account in the availability check or additional orders. This means thatno other orders can access this uantity.

The order uantity is orwarded to material re uirements planning as a re uirement. There(i a planning run determines insu:cient availability( inward stock movement elements " ore/ample( purchase re uisitions or planned orders# can be created.4y speci ying the order uantity and the confrmed uantity( the original customer re uest isdocumented. $s a result o ( or e/ample( additional production capacity( it may be still bepossible to ulfl the original customer re uirements "and thus confrm the entire order

uantity by per orming rescheduling#. 5or more in ormation on this subIect( seePer orming rescheduling o sales documents

/i+ing 0uantities and Dates in Sales Documents
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Fi(ing &uantities and Dates in SalesDocuments, the availability check or an item determines that the item cannot be delivered ully on there uested delivery date( and( as a result one or more schedule lines have to be created orlater delivery dates( the customer can decide whether to accept these delivery dates and

uantities. You can record the customerLs decision either by setting an indicator in the 5i/ed date and

ty feld or by leaving this feld blank. The feld is displayed both on the schedule lineoverview screen and on the availability screen.

Customer Accepts the Schedule !ine Proposal, the customer accepts the schedule lines which are proposed by the system( markthe 5i/ed date and ty feld. The system then trans ers the re uirements or the schedulelines to material re uirements planning.

Customer 'equires Goods #arlier, the customer re uires the goods earlier than the date that the system can confrm a terthe availability check( leave the 5i/ed date and ty feld blank. The system then only passeson the re uirements or the re uested delivery date and does not take the uantities anddates confrmed by the system a ter the availability check into account. ,n this case( it isassumed that the re uested delivery date can be kept to because( or e/ample( additionalproduction capacity may become ree. The system only confrms the sales order once theentire order uantity can be delivered on the re uested delivery date. ,n the subse uentdelivery processing( the sales order is only considered to be completed when the entireorder uantity has been delivered or when all partial delivery agreements have been

ulflled.

$ f/ed item is considered to be completed once the entire confrmed uantity"which can be smaller than the originally re uested order uantity#has beendelivered. There ore( it does not make sense to f/ the confrmed uantity to '

as the item is considered to be completed rom the start.During rescheduling( the f/ed uantities and dates are no longer taken intoaccount.


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Allocating and 'educing

$ndependent 'equirements in Salesand Distribution Processing 9hen you plan or uture sales orders( you speci y the order uantities which you e/pect toreceive over a specifed period or product groups and salable products. *lannedindependent re uirements are created in demand management or a specifed period otime or e/pected order uantities. $ ter incoming orders have been processed( appropriateconsumption uantities are trans erred to material re uirements planning or the order

uantities o materials or which the re uirements are consumed by demand management.5or urther in ormation( see the ** documentation on demand program planning.*lanning consumption and the allocation o the various consumption strategies are activatedin Customi ing and are dependent on the re uirements class.

*rere uisite or planning consumption is that the relevant sales anddistribution applications per orm trans er o re uirements. , the availabilitycheck is also switched on( the check is carried out against the $T* "availableto promise# uantity rather than the planning uantity. 3owever( aconsumption uantity is still orwarded in the re uirements record.

Allocating $ndependent 'equirements in the Sales

Document, planning allocation takes place or an item during sales processing( the planning allocationcontrol screen appears i the independent re uirements allocated to the material do notcover the order uantity. This screen is identical to the availability control screen.

The planning allocation control screen does not appear i the availability check is switchedon or the resulting schedule line category.

'educing $ndependent 'equirements,ndependent re uirements rom planning are reduced by the goods issue posting in thedelivery. The uantity decrease is determined rom the consumption uantity which istrans erred or the relevant item in the underlying order( as well as rom the appropriateconsumption period and mode.

You enter the consumption mode and the consumption period in the )%* & screen in thematerial master record.

Consumption *ode The consumption mode defnes whether and in which direction on the time a/is rom there uirements date the consumption o customer re uirements with planned independentre uirements should occur. The re uirements date corresponds to the date the sales order


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items were created. You have the ollowing options!

M Eo planning consumptionM 4ackwards consumption only

Starting rom the re uirements date( backwards consumption is carried out within the

relevant consumption period.M 5orwards consumption only

Starting rom the re uirements date( orward consumption is carried out within therelevant consumption period.

M 4ackwards1 orwards consumptionStarting rom the re uirements date( backwards consumption is per ormed frst o all.

Then( i no planned independent re uirements can be allocated be ore the re uirementsdate( orward consumption is per ormed. 4oth procedures are carried out or therelevant consumption period.

M 5orwards1backwards consumption

Starting rom the re uirements date( orward consumption is per ormed frst o all. Then(i no independent re uirements can be allocated a ter the re uirements date( backwardsconsumption is per ormed. 4oth procedures are carried out or the relevant consumptionperiod.

Consumption Period You can enter a consumption interval or both backwards and orwards consumption. Thisinterval determines the consumption period. , backwards1 orwards consumption or

orwards1backwards consumption is activated( both consumption periods are taken intoaccount.

Planning *aterial You can create a common planning material and assign similar materials to it. ,ndependentre uirements are created or the planning material to cover the re uirements which aree/pected or the materials assigned to the planning material. Thus( customer re uirements

or these materials are consumed by the independent re uirements o the planning material. This means that you do not have to create independent re uirements or each material. You assign the planning material to the materials on the )%* & screen. You must also enterthe appropriate strategy group or planning with planning materials on the )%* + screen.

You cannot per orm the trans er o re uirements with the availability checkwhen planning is carried out using planning materials.

Displaying Allocations You can display the uantities allocated by planning consumption to a material or whichplanning is carried out.5or e/ample( to display the uantities allocated to a planning material( proceed as ollows! +. Select @ogistics , *roduction , )aster planning , Demand management on the main

menu screen. You reach the Demand )anagement screen.

;. Select ?valuations , Displ.total re mts.


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You reach the Display Total %e uirements screen. &. ?nter the number o the planning material( the re uirements type o the planned

re uirements " or e/ample( -S#- #( the allocation indicator = ",n ormation on allallocations# and the appropriate plant. , necessary( maintain additional selectioncriteria.

=. *ress #.%#' . You reach the Display Total %e uirements screen( where data on planning consumption

or the planning material is displayed along with the numbers o the documents anditems which created the re uirements.

To display the documents which created the re uirements( place the cursor on theappropriate document number in the list and select Display .

This takes you to the document where you can access the in ormation which youre uire.

Per"orming the Availability Check inShipping9hen you enter a delivery( the system carries out an availability check on the materialavailability date i the availability check is activated using the re uirements class.

/hich #lements are %aken into Account0 The ollowing elements can be taken into account during an availability check in thedelivery!

Stock sa ety stock stock in trans er uality inspection blocked stock ,nward16utward movement o goods purchase orders purchase re uisitions planned orders production orders reservations dependent reservationsdependent re uirements sales re uirements delivery re uirements


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Process Flo1 The system determines the date on which the availability check should be carried out on thebasis o the earliest material availability date o all the schedule lines in the delivery. , thesystem determines that insu:cient stock will be available on that date( it responds as

ollows! , a material is not available or delivery by the material availability date( the system

enters a delivery uantity o ero in the delivery. The item is only included in the deliveryi the uantity ero is permitted or the item category.

, the uantity available o a material is lower than the order uantity( the systementers the available uantity as the delivery uantity. , a partial delivery is not allowed

or the sales order( the act that the delivery uantity is smaller than the order uantity isnoted in the log or the delivery.

Product Allocation $ precise planning and controlling mechanism is o the utmost importance or the e/ecutiono competitive order processing with guaranteed e:cient and timely delivery to thecustomer o the re uired order uantity. n orseen problems( such as production defcits orincreased demand can have critical conse uences or order processing and must be broughtunder control as soon as possible.

*roduct allocation is a unction provided by the S$* System or carrying out these controloptions intended to help your company to avoid critical re uirement and procurementsituations. This should enable you to keep production to a minimum at the same time asallowing you to react uickly to bottlenecks and changing market situations.

,n the S$* System( product allocations represent an ordered allocation o production orcertain periods. *roduct allocations can be created according to various criteria "i.e.(customer( regions#.

*roduct allocations are created in the logistics controlling area in the planning hierarchy"@ogistics , @ogist. controlling , 5le/ible planning , *lanning create1change , *lanningtype! C6)),T or S$* standard planning type#. *roduct allocations are always divided rightup to the lowest level in the hierarchy. The basis or the planning hierarchy is in o structureNS+='O( which S$* issues as the standard in o structure. ,t determines the criteria o thehierarchy. You can defne your own in o structures in Customi ing or @,S "@ogistics


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Beneral , @ogistics ,n ormation System , %eporting , Standard $nalyses , Changesettings#.

9hen creating product allocations( make sure that you use version number

N'''O.4ecause updates are carried out or this version number., a product allocation o


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M ,n Customi ing or SD( the settings must be made or availability check against productallocation. You will fnd the necessary steps described in the ,mplementation Buide insection N$vailability check against product allocationsO. This is where( the necessaryCustomi ing activities or the statistics update are described.

Availability Check Against ProductAllocation During )rder #ntry SD

The planning hierarchies or product allocations are created in logistics controlling. , thecorrect settings have been made in Customiuing( the system carries out an availabilitycheck against the $T* uantity in SD during order entry. , the availability check determinesthat the $T* uantity can ully or partially cover the order re uirement( then a confrmed

uantity is determined as the result o the check. The confrmed uantity is the basis or theavailability check against product allocation( which is carried out along with the $T* check.

The confrmed uantity rom the $T* check is checked against the relevant productallocation. This ensures that the product allocation or this period is not e/ceeded. %e uired

uantities that cannot be confrmed( because the product allocation or that period is usedup( are postponed until the ne/t period.

The result o the product allocation check can change confrmed uantities that have alreadybeen determined. ,n this case you receive a message be ore branching to the availabilitycontrol screen.5or e/ample( even though the material or an order or +'' pieces may be available in ull

or the re uired date according to the $T* check( it is only partially confrmed because the

product allocation or that customer only had a value o P' pieces remaining at the time oorder entry. The confrmed uantity or the re uired uantity and an alternative deliverydate is displayed on the control screen.

nlike the $T* check( the check date or the availability check against product allocations isthe planned delivery date or the customer and not the material availability date.

The actual order uantities are updated in the planning hierarchy o the @,S. Comprehensivereporting tools and an early warning system in the @,S that has to be set in Customi ingmonitor the status o the product allocation period and report critical situations immediately.

*roduct allocation uses a blocking mechanism similar to uantity block in the$T* check! The check hierarchy o the corresponding product allocation obIectis only blocked e/clusively during the check itsel . $ terwards( the same obIectcan also be used by other processes without the current procedure havingbeen saved. The product allocation uantity used is( however( seen in allsubse uent processes "via this blocking mechanism# to prevent over-confrmation.


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Display Availability Check Against Product Allocation The system can carry out an availability check against product allocation automaticallyduring order entry. 9hen availability is low( you branch to the availability control screenautomatically. 5rom there( you can view the result o the product allocation.

This is done as ollows!+. ,n the availability control screen( branch to the display o the availability situation

with regards to product allocations via Boto Product allocations.

!y clickin" on the #product allocation# symbol, you can view the product allocation that waschecked a"ainst. You can see which product allocations are available for which periods, howmuch the product allocation has been used up by other orders and how much product allocationremains.

Available2to2Promise on the $nternet 3se$n essential activity in many business processes within @ogistics is the checking o availableresources be ore making critical decisions or commitments. 5or customer-orientedcompanies( it is vital that reliable in ormation on the availability o resources can be accessat all times. This is especially important in the sales department as be ore the salespersoncan provide the customer with reliable dates( s1he re uires immediate access to in ormationon the availability o a product.

The availability check in the S$* System provides decision support or a large number ologistics operations at all organi ational levels( that is( at plant level( storage location leveland at batch level. The check can be adIusted to suit the specifc re uirements o eachcompany. This guarantees the necessary Qe/ibility or dealing with the customer and withinthe company itsel . 5or more in ormation on the availability check re er to the S$*Rnowledge *roduct $vailability Check.

The ,nternet $pplication Component $vailable to *romise has been created as an e/amplescenario in the SD environment. The $vailable to *romise screen shows the results o thematerial availability check in a clear and simple overview.

%ype o" $nternet Application ComponentM 4usiness-to-4usinessM Consumer-to-4usiness

5or customer-oriented companies( easily accessible in ormation on material availability thatcan be read at a glance provides an important basis or making decisions in an increasinglycompetitive market environment. There ore( many companies "especially in the high techand consumer goods branches o industry# are keen to take advantage o the new


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opportunities provided by the ,nternet. They want the necessary support or their businessprocesses( or e/ample!

M Tools or the salesperson must be transparent and easy to use.M System in ormation must be provided uickly and should be easy to understand.

, you work in *roduction *lanning( in Sales and Distribution or i you are a customer and youuse the ,nternet $pplication Component $vailable to *romise( you have the ollowingadvantages!

M You can access $vailable to *romise rom anywhere in the world around the clock.M The layout o $vailable to *romise is simple and easy to use. 5or e/ample( to select the

product in which you are interested( you only have to select the line.M sing the ,nternet( the customer can access in ormation on the available uantities or

certain products without having to get in touch with the sales department o thecompany "i a customer master record has been created in the S$* System#.

M Fendors can see which products are still available and how much is still available. This

means that they know when to anticipate necessary deliveries.

PrerequisitesAuthorizations4SecurityEo special authori ations are re uired or this ,nternet $pplication Component.

,nternet sers To trigger the ,nternet $pplication Component in the ,nternet( you must log on using yourS$* user name and your password. , you are a customer( you also re uire a customermaster record and a password o your choice in the S$* System.

sing transaction S '


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sing the te/t search unctions in the applet( you can search or material numbers anddescriptions. You can also carry out a generic search using 7U8. , you enter NtestO( ore/ample( a search will be made or precisely this string. ?ntering NtestUO triggers a search

or everything that starts with with NtestO. ?ntering NUtestO triggers a search or everythingthat contains the string NtestO. The search does not di2erentiate between lower and upper

case characters.

,n problem cases( or e/ample( i a fle cannot be read or contains inconsistent data( theapplet terminates and an error message is displayed in the status line o the browser. ,n theEetscape Eavigator( this message also appears in the ava Console that can be displayed viathe menu.

De ault Falues or ,nputsing the ava applet( you can preset certain parameters or accessing in ormation rom the

S$* System. The contents o the applet are provided by the report *C$T$@6B whichaccesses the data in the product catalog which it saves as two fles. Copy these fles to the

9eb server.

This procedure re uires the maintenance o a product catalog in the S$* System. 3ere(make sure that materials are not assigned more than once. 5urthermore( use the base unito measure. "See also the S$* documentation on the product catalog.#

Activities involved in including your own product catalog +. Create a product catalog in the S$* System8s product catalog maintenance screen. ;. se the report *C$T$@6B to create the input fles or the ava applet. &. *lace the input fles or the ava applet on the 9eb server. =. $dIust the applet parameters on the 3T)@ page to the new fles.

De ault Falues or the Checking %ule,n ormation on material availability in the S$* System is given according to the scope o thecheck which is determined by the material8s checking group and the checking rule $ o thesales department. See also the documentation on the unction module(4$*, )$T?%,$@ $F$,@$4,@,TY or tips on trans erring special checking rules.

Features*odifcation )ptions

You can change the layout o this ,nternet $pplication Component.

?very change to the development obIects used in the ,nternet $pplicationComponent is taken as a modifcation.Do not in any circumstances change the development obIects o the standardsystem.

Service Eame The service name o this ,nternet $pplication Component is CR$F. You can fnd all therelevant data under this service name in the S$*V9eb Studio.


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)odifcation 6ptions The ava applet can be controlled using the ollowing parameters!

Parameter Description #(ample*roducts"?ssentialparameter#

*ath and fle name or the product fle. You must speci y an absolutepath "starting with 718# that is valuated rom the root directory o the9eb server.

1sap1its1startpages1ckav1data1materials.t/t

3ierarchy"?ssentialparameter#

*ath and fle name or the fle with the product hierarchy. You mustspeci y an absolute path "starting with 718# that is valuated rom theroot directory o the 9eb server.

1sap1its1startpages1ckav1data1hierarchy.t/t

4gColor

"6ptional#

4ackground color o the 3T)@ page that contains the applet. 4y

speci ying this parameter( the background o the tab "the area to theright o the two inde/ cards# is displayed in the trans erred colors.

The color is specifed as a he/adecimal number with > numbers. Theormat is the same as a color specifcation in the 3T)@. 3owever( note

that you cannot enter a leading 7W8.

C'C'C'

The parameters are specifed in the applet tag in the 3T)@ page. 9ith the above e/ampledata( the applet tag is as ollows!

X$**@?T name0catalog$pplet archive0Jcatalog. ipJcodebase01sap1its1startpages1ckav1classes

code0catalog$pplet.class width0&;' height0;K< mayscript

X*$%$) name0cabbase value0Ncatalog.cabN

X*$%$) name0products value01sap1its1startpages1ckav1data1materials.t/t

X*$%$) name0hierarchy value01sap1its1startpages1ckav1data1hierarchy.t/t

X*$%$) name0bgColor value0C'C'C'

X1$**@?T

Development 6bIects,n the S$* System( the data e/change via the ,nternet is carried out using transactions and

unction modules. The ollowing developments are re uired or creating and passing onservice messages!


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Development class! )D9+

Transaction! CR$F

5unction group or the screens! 9>+F5unction modules! 4$*, )$T?%,$@ $F$,@$4,@,TY

Data 6utput via the ,nternet Transaction ServerData output is per ormed using the ,nternet Transaction Server ",TS#. The data is mergedwith the output orms and made available on the ,nternet1intranet in 3T)@ ormat.

The output orms are in the subdirectory CR$F o the directory T?)*@$T?S. The ollowingorms are used!

S$*)$FCR ''.3T)@

S$*)$FCR ++''.3T)@

S$*)$FCR +;''.3T)@

S$*)$FCR +&''.3T)@

CR$F D.3T%C

CR$F ?.3T%CCR$F .3T%C

The numbers in the names o the orms correspond to the screen numbers.