SAP HELP Substitution in GATP

Research relative to the RIB project. How to define GATP substitution rules to Monsanto[Type the company address][Type the phone number][Type the fax number]SIDO2009SAP HELP Substitution in GATP

ContentsRules-Based Availability Check5Use5Prerequisites5Features5Example5Rules-based ATP (SAP R/3 and SAP APO)7Purpose7Prerequisites7Process7Executing Rule Determination10Purpose10Prerequisites10Process10Validity Period in Rules14Use14Example14Adjusting Validity Periods: Example14Results Overview16Purpose16Activities17Executing Several Rules18Use18Evaluation of Calculation Profiles for Requested Loc. Products22Use22Prerequisites22Features22Examples23Stock Transfer with the Rules-Based ATP Check24Use24Integration24Prerequisites24Features25Example25Substitutions from the Interchangeability Master Data27Use27Prerequisites27Features27Substitutions from Master Data (With Condition Technique)28Purpose28Prerequisites28Process28Substitute Products from the Master Data (With Condition Technique)29Purpose29Prerequisites29Process29Substitute Products from the Master Data (With Condition Technique)30Purpose30Prerequisites30Process30Examples for Determining the Scope of Supersession Chains31Position of the input product in the supersession chain31Filter defined for replacement type32One-to-many substitution is part of the supersession chain33Filter for Replacement Types33Use33Prerequisites33Example34Validities Using Cross-Location Validity Data34Use34Prerequisites35Features35Activities35Example36Validities Using Validity Data From Planning37Use37Prerequisites37Activities38Example38Calculation of Quantity Factors for Product Substitutions39Use39Example39Substitute Locations from the Master Data (With Condition Technique)41Purpose41Prerequisites41Process41Substitute Products from the Master Data (Without Condition Technique)41Purpose41Prerequisites41Process42Consolidation in a Consolidation Location43Purpose43Prerequisites43Process Flow43Preselection of Suitable Substitutions45Use45Integration45Prerequisites45Activities45Substitution Preselection Settings46Multi-Item Single Delivery Location47Use47Integration47Prerequisites47Activities47

Rules-Based Availability CheckUseYou use the rules-based availability check (rules-based ATP) to automatically or manually optimize the decision-making process between alternatives using predefined rules.Prerequisites You have created products and locations. You have made the general settings for Global Available-to-Promise (Global ATP). You have made the settings for rules-based ATP in the check instructions in the SAP APO implementation guide (IMG) under Global Available-to-Promise (Global ATP) General Settings Check Instructions. The ATP time series must be saved in SAP liveCache. You have defined a business transaction in the OLTP system and assigned it to an order type.FeaturesThe following levels exist in the rules-based availability check: Controlling by rules and condition technique Advanced methods Basic methodsGlobal ATP allows you to search for all available quantities in locations and for all selectable products in a multilevel process.The condition technique is used in the rules-based availability check. You are familiar with this, for example, from SAP R/3 (SD). This technique offers multilevel processes and flexible handling of variable parameters.The rules-based availability check is an iterative process, meaning that each step defines the subsequent check step based on the rules saved in the system. The following is determined in each step:... 1. The advanced methods that should be executed. 2. The requirement groups for which the next check step should be carried out. 3. The criteria according to which the results of the check step should be reflected.After the system has performed a check step, it must be determined if the rules-based availability check should continue to be executed. The criteria used for determining this includes the check results, activation parameters (technical scenario, business transaction, and the action type) and the values of the key combinations such as customer, sales organization, location product, product group, and so on. The new rule then determines the next check step.ExampleRule I means:... 1. Search for an alternative location; if one does not exist, 2. Then search for an alternative procurement method.Rule II means:... 1. Search for an alternative product; if one is not available, 2. Then search for the alternative product in an alternative location. If that does not exist either, 3. Then search for an alternative procurement method.The dimensions are displayed in the following graphic:

See also:Executing Simulative Rules-Based Availability ChecksSettings for the Rules-Based Availability Check Rules-Based ATP (SAP R/3 and SAP APO)Stock Transfer with the Rules-Based ATP Check

Rules-based ATP (SAP R/3 and SAP APO)Purpose A sales order is entered in SAP R/3 and the product availability check for the product is carried out in SAP APO. If the requirements quantity for the requested product cannot be confirmed in full, a product substitution should be carried out based on defined rules.

No rules-based ATP can be executed currently for subitems in the sales order.Prerequisites You defined the determination of the requirements class in SAP R/3. The requirements class with requirements type and checking group are selected so that rules-based ATP can be carried out in SAP APO. For more information see the section on SAP R/3 and SAP APO Customizing equivalents in the integration scenario for the Global Availability Check.In SAP R/3 a business transaction was created and stored in the order type of the sales order. This ensures that the rule strategy can be found in SAP APO. In SAP R/3 Customizing for Sales and Distribution select Basic Functions Availability Check and Transfer of Requirements Availability Check Rules-based Availability Check.The settings for the ATP check or rules-based ATP check were made in SAP APO. For more information see Settings for the Product Availability Check and Settings for the Rules-based Availability Check. A rule using a product substitution procedure was created in which the product substitutions were defined. For more information, see Integrated Rule Maintenance. All necessary settings were made in the condition technique. For more information, see Condition Technique.ProcessIn this example the product requirement cannot be covered completely. Product is P1; requested delivery date 20.07.00, order quantity 1000 pieces. A product availability check should be carried out for P1. If there is an availability shortage, rules-based ATP should be carried out. The product substitution procedure of the rule defines that product P2 should be proposed and checked after product P1 is checked.... 1. You create a sales order in SAP R/3 (VA01). Select ENTER. 2. The ATP check is carried out in SAP APO. You obtain the hierarchical display in accordance with the settings. The symbol is displayed in the results tree. This means that the requirements quantity cannot be fully confirmed. The expanded results tree looks as follows.Results treeRequirements GroupSchedule LineDateRequirement QuantityConfirmed QuantityAdditional Functions

P1/L1/Item 000010000120.07.001000905 Product Availability Overview;

Delivery Proposal Screen(The proposed check results can still be changed here.)

Adopt schedule line

Requirements group (product/location selection)Schedule LineDateRequirement QuantityConfirmed QuantityAdditional Functions

P2/L1

000120.07.009595 Product availability overview; Delivery proposal screen(The proposed check results can still be changed here.)

Adopt schedule line

3. Adopt the delivery proposal without change by selecting . 4. You branch to the sales order entry again. Two subitems with confirmed quantities are created automatically for the main item entered. 5. You save the sales order.

See also:SAP Library for SAP ERP Central Component (SAP ECC) under SAP ERP Central Component Logistics Materials Management (MM) Inventory Management (MM-IM) Managing Special Stocks (MM-IM) Stock Transfer Using Stock Transport Orders Availability Check for Stock Transport Orders.

Executing Rule DeterminationPurposeThe following section describes how the system finds a rule in the rules-based availability check.Prerequisites You have made all the relevant settings for the rules-based availability check. You have configured the rules-based availability check in the check instructions. You have defined the business transaction in the Online Transaction Processing System (OLTP system).Note that the values of the technical scenario and the action type are hard-coded.ProcessThe sales order is entered in the OLTP system. The rules-based availability check is executed in SAP Advanced Planning and Optimization (SAP APO). The sales order contains values (for example, 01 (= customer), 0001 (= distribution channel)), and transfers the values of the three activation parameters (technical scenario = AA, business transaction = AA, and action type = A) to SAP APO.... 1. When these activation parameters are transferred to SAP APO, a rule strategy (ST02, for example) or a rule strategy sequence (STF1, for example) is found directly.

2. If a rule strategy sequence is found, this also links to one or more rule strategies.

3. The rule strategy refers to one or more condition types.

4. One access sequence is assigned to each condition type. The access sequence contains a list of accesses to condition tables.

5. The system searches the condition tables for matching key combinations.

6. The rule (R002) is found while the values from the sales order are compared with the values from the condition tables.

Consider the different formats of fields in SAP R/3 and in SAP APO when purely numerical values are transferred from SAP R/3 to SAP APO. For example, the KUNNR field has 10 places in SAP R/3. In SAP APO the field LOCNO has 20 digits. At runtime, the LOCNO field is filled with leading zeros. In order for a rule to be determined in this case, in the creation of the rule determination you must also create the value for the condition which contains the KUNNR field with leading zeros. Otherwise rule determination will fail. Refer also to Note 0188289.

See also:Assigning a Rule Strategy or a Rule Strategy Sequence

Validity Period in RulesUse The validity period in the product substitution procedure or location determination procedure is evaluated by the basic method used for the check. For the confirmation, the system only uses the stock and receipt elements that lie before the end of the validity period. In Customizing for the Check Instructions, in the Validity Mode field, you can define: Whether the system can only use stock and receipt elements in the validity period Whether the system can also use stock and receipt elements that lie before the start of the validity periodThe validity period in the rules is used, for example, for sales campaigns for products that should only be offered for a limited period.ExampleA product substitution is only valid in the third quarter of 2002 (from 07/01/2002 until 09/30/2002). In Customizing for the Check Instructions, in the Validity Mode field, you have defined that the system can only use stock and receipt elements in the validity period. A requirement that is now created in the first quarter (02/02/2002) and whose requested delivery date is in the third quarter (08/08/2002), can only be confirmed if there are enough receipt elements available (that is, receipt elements that have not been reserved by other requirements) in the third quarter.Warehouse stock, of which a sufficient quantity would be available on 02/02/2002, is not used for the confirmation. Since the warehouse stock is always checked using todays date, it is not taken into account in this case, since the substitution is not valid at the time when the requirements element is being checked.This applies not only to the stock but also to the planned receipt elements whose receipt dates lie before the start of the validity period.See also:Adjusting Validity Periods: Example Adjusting Validity Periods: ExampleDuring a rules-based availability check, the system finds an inclusive and an exclusive rule based on a rule strategy. The substitute location L1 is defined in both rules.The following table contains the validity periods for location determination.RuleRule TypeValidity Period

R1Inclusive01.07.0310:00:0001.09.0312:00:00

R2Exclusive01.08.0310:00:0004.08.0300:00:00

The validity period of the inclusive rule R1 determines the timeframe in which location substitution is valid.The validity period of the exclusive rule R2 determines the timeframe in which location substitution is not valid.The system recalculates the validity period for which location L1 is considered as a substitute location. The timeframe in which location determination is not valid (01.08.200310:00:0004.08.200300:00:00) is excluded from the timeframe in which location determination is valid (01.07.200310:00:0001.09.200312:00:00). The new validity periods for location determination are as follows:01.07.0310:00:0001.08.0309:59:5904.08.0300:00:0101.09.0312:00:00This result shows that recalculating the validity period of the substitution can lead to more than one validity period.

Results OverviewPurposeIf you have carried out a rules-based ATP check and/or a multilevel ATP check, you branch to the results overview regardless of whether you started the availability check from order entry from SAP R/3 or simulatively in SAP APO.

The results overview is not displayed when calling from SAP R/3, if the rule for adopting the results of the availability check is set in SAP R/3 in such a way that the delivery and/or confirmation proposals are displayed automatically. You can configure this in Customizing for Sales and Distribution via Basic Functions Availability Check Availability Check with ATP Logic or Against Planning Define Default Settings.The result is issued in the form of a hierarchical display. The scope of the display is dependent on your user-specific settings. You see the original requirement, the requirement item, the requirements schedule line as well as the substitution results in the hierarchically ordered requirements groups (column 1).The product and location are displayed per requirement item. The requirements date, the requirement quantity and the confirmed quantity, among other things, are displayed per requirements schedule line. On the right of the display are pushbuttons that you can choose to select further functions.In the display, from a user-specific point of view, you see failed checks and substitutions that have not contributed to covering the requirements. Unchecked check options are also displayed. For more information see the legend for the symbols.Correlation GroupThe correlation group is displayed per item in the results overview. You can branch from there to the detailed views. For more information see Correlation Calculation.Multilevel ATP CheckIf a multilevel ATP check has been carried out, the following detail displays are given, depending on the progress of the check: Missing Parts ListThe components that represent a problem with regard to the requirements date are displayed in the missing parts list. These are components that lead to a delay (since they are either not available or only partially available). If necessary, you can display the characteristics that have led to the relevant source determination, and as a result of which there is a delay. Substitutions (via the rules-based ATP check) of components are also part of the missing parts list, provided that they cannot be completely confirmed. Undeleted ordersIn this view, you see the procurement proposals that have not been deleted within Recreating Procurement Proposals during a new ATP check for sales order creation or change, since deletion was not permitted. You receive information on why the order could not be deleted (for example, order fixed at header level).ActivitiesConfirmations (do not adopt)If you have called the ATP check from the OLTP system and do not want to adopt the results at schedule line level, you can either reset the indicators () for adoption of the delivery proposal () and choose or choose (Cancel). You then go back to the order entry without having adopted the confirmations.The adoption of a delivery proposal is not possible in the simulation. You can leave the results overview by choosing .

The confirmation situation can change if you use validity periods in the rules. For further information see Validity Period in Rules.For more information about the selection of functions, see Executing a simulative rules-based ATP check.See also:Multilevel ATP checkRules-Based Availability Check

Executing Several RulesUseIn order to reflect more complex business processes it can be useful to link several rules with one another.

In a first rule you define that a substitute product should be proposed when there is an availability shortage. If the substitute product cannot be confirmed, the original requirement should be checked in another location.In a second rule you define that the original requirement should be produced in the requested location when there is an availability shortage.In order that the system can consider several rules in rule evaluation, you must configure this in the Customizing of rules-based ATP.The following options are available to link several rule with one another: By means of accesses By means of condition types By means of a rule strategy sequenceLinking Rules by Means of Accesses... 1. Copy a dummy field to the field catalog and to a condition table. In the Customizing the Global ATP, choose Rules-Based Availability Check Define Condition Table.A one-character indicator (CHAR 1) should be enough for these purposes. 2. Create an access sequence that contains at least two accesses to this condition table. In the Customizing Global ATP, choose Rules-Based ATP Maintain Access Sequences. 3. In the first access to this condition table, enter the value 1 in the dummy field as a direct value at Fields level. In the second access to this condition table enter the direct value 2. 4. Create the rule determination (depending on the condition type that refers to the access sequence), which could, for example, look as follows:Fast Entry Screen in Rule DeterminationSold-to partyOrder typeCharRule

PLUZPLTA1Rule_01

PLUZPLTA2Rule_02

From the SAP Easy Access screen select, Master Data Rule Maintenance Create Rule Determination.Linking Rules by Means of Condition Types... 1. Create at least two condition tables and two condition types.In the Customizing of Global ATP, choose Rules-Based ATP Maintain Access Sequences. 2. Assign the condition types to a rule strategy. In the Customizing of Global ATP, choose Rules-Based Availability Check Maintain Rule Strategy.Two condition types refer to one access sequence. You enter two condition types in the rule strategy. 3. In rule determination you select the key combination via the respective condition type and enter the field values and the rule.From the SAP Easy Access screen, select Master Data Rule Maintenance Create Rule Determination.Linking Rules by Means of a Rule Strategy SequenceYou can assign both inclusive rule strategies and exclusive rule strategies to a rule strategy sequence. Exclusive rule strategies define exceptions from the substitution lists of inclusive rule strategies. In this way, they influence rules that the system finds by means of exclusive rule strategies, those rules that the system determines by means of inclusive rule strategies (within the same rule strategy sequence). For further information, see rule strategy sequence and evaluating a rule strategy sequencee.Hierarchical DisplayIf two rules are evaluated in sequence the result of the evaluation is portrayed in the hierarchical display in the form of individual requirements groups.See also:Executing Several Rules: Example

Example of Execution of Several RulesA scenario is described in this example in which, typically, two rules are executed.RequirementsA product is managed in several locations. If a requirement is produced for this product, you should check according to the logic of the product availability check if the product is available in a location at the requested time. If this is not the case, a confirmation should be made at the end of the checking horizon. The aim is that the sales order is fully confirmed.ProblemThis request cannot be represented via a single location determination. Taking the checking horizon into account, the system will propose the first substitution with confirmation at the end of the checking horizon. No more substitutions are checked. If you were to work in this case without a checking horizon, the sales order would have an unconfirmed partial quantity.SolutionTwo almost identical rules are created that differ simply in the maximum delay permitted in the calculation profile. A calculation profile can only allow a delay of 0 days. Only the ATP quantity is thereby taken into account for the material availability date; that is, the system prevents the confirmation that is produced via the ATP check using the checking horizon from being accepted.When assigning the rule strategy you should ensure that the handling of the calculation profile is set to replacement. Via the condition technique you must ensure that both rules are used and that the rule that has the restriction regarding the maximum delay is used first.

The maximum delay must not necessarily be 0. It is sufficient if it is shorter than the minimum checking horizon.

In the check instructions the Start immed. indicator must be set.ResultsData examples Product P1 Location L1 Check mode 031 (product availability check, rules-based ATP). Check instructions: product availability check, rules-based ATP and start immediately Check control; checking horizon switched on Business Event A Requirements date 20.07.2000 Requirements quantity 300,000.000 Rule 1: location substitution: L1 by L2, calculation profile: allowed delay = 0 is valid Rule 2: location substitution: L1 by L2; no calculation profile Combination of rules via two condition typesResultsHierarchical DisplayRequirements groupProduct/locationDateRequirement quantityConfirmed quantitySymbol

1. Requirements groupP1/ L120.07.2000300,000.0002013

P1/ L220.07.2000297,9870

2. Requirements groupP1/ L120.07.2000297,9870

In the second requirements group P1/L1 is confirmed for 20.07.2000 with 0; there is, however, a confirmation proposal (green light), that proposes 297,987 PC for 18.09.2000 (at the end of the checking horizon or replenishment lead time).Confirmation proposalConfirmation proposal 1Product/locationMaterial availability dateConfirmed quantity

P1/ L120.07.20002,013

Confirmation proposal 2Product/locationMaterial availability dateConfirmed quantity

P1/ L118.09.2000297,987

See also:Product Availability Check using the Checking Horizon

Evaluation of Calculation Profiles for Requested Loc. ProductsUseThe availability check can evaluate calculation profiles without substitutions in rules-based ATP. You create rules that only contain a calculation profile, and no substitution procedures.Prerequisites You have activated rules-based ATP in the check instructions and made the required settings in the condition technique. You have created at least one rule that contains only one calculation profile. From the SAP Easy Accessscreen, select Advanced Planning and Optimization Master Data Rule Maintenance Integrated Rule Maintenance. This rule may not contain any substitution procedures.

You have to select an inclusive rule to evaluate calculation profiles for requested location products. Calculation profiles are not taken into account during the evaluation of the exclusive rule. You have created a rule determination. From the SAP Easy Accessscreen, select Advanced Planning and Optimization Master Data Rule Maintenance Create Rule Determination. In the check instructions, you have defined that rules-based ATP should start immediately and you have selected the setting for using the calculation profile. You do this in the SAP APO implementation guide (IMG) under Global Available-to-Promise (Global ATP) General Settings Maintain Check Instructions. In the rule strategy, you have defined whether calculation profiles should be added or substituted. You do this in the SAP APO Implementation Guide (IMG) under Global Available-to-Promise (Global ATP) Rules-Based ATP Assign Rule Strategy or Rules Strategy Sequence.FeaturesIn the check instructions, you can choose whether or not rules-based ATP should use the calculation profile. If you have defined that rules-based ATP should always use the calculation profile, the system checks the requested location product (while taking account of the calculation profile) for each rule that, apart from a calculation profile, does not contain a substitution procedure. If you have not defined that rules-based ATP should always use the calculation profile, and more than one rule is found by the condition technique, the system does not perform an availability check at first for the requested location product; instead, it evaluates the following rule directly. When a rule is found that leads to a substitution, or if all rules have been processed, the availability check is performed as follows: If a rule is found with a substitution procedure, the system checks the substitutions for this rule while taking account of the calculation profiles that have been found until now. If the last rule does not contain a substitution procedure either, but only a calculation profile, the system only checks the requested location product while taking account of the calculation profiles that have been found until now.

The system takes account of the settings that you have made in the rule strategy with regard to both adding or substituting calculation profiles.ExamplesUsage of calculation profiles when the Use Calculation Profile indicator is setRuleContains substitution procedure?Contains calculation profile?(Number)Results(Calculation profile used for the Substitute setting)Results(Calculation profile used for the Add setting)

1NoYes(1)Requested location product(1)Requested location product(1)

2YesYes(2)Substitutions(2)Substitutions(2, 1)

3NoYes(3)Requested location product(3)Requested location product(3, 2, 1)

4YesNoSubstitutionsSubstitutions(3, 2, 1)

5NoYes(4)Requested location product(4)Requested location product(4, 3, 2, 1)

Usage of calculation profiles when the Use Calculation Profile indicator is not setRuleContains substitution procedure?Contains calculation profile?(Number)Results(Calculation profile used for the Substitute setting)Results(Calculation profile used for the Add setting)

1NoYes(1)

2YesYes(2)Substitutions(2)Substitutions(2, 1)

3NoYes(3)

4YesNoSubstitutionsSubstitutions(3, 2, 1)

5NoYes(4)Requested location productRequested location product(4, 3, 2, 1)

Stock Transfer with the Rules-Based ATP CheckUseA stock transfer can be triggered automatically from the ATP check of a sales document item.

Your company works with distribution and production plants. When the requested product is not available in the distribution plant, you want a stock transfer to take place automatically from the plant in which the product can be confirmed to the distribution center.IntegrationThis function is converted using Production Planning and Detailed Scheduling (PP/DS).PrerequisitesMaster Data Both locations (start and destination locations) should not be located in different OLTP systems. You have maintained a transportation lane between the location from which the stock transfer is made (start location) and the location to which the stock transfer should be made (destination location). From the SAP Easy Access screen choose Master Data Transportation Lanes. For more information see Transportation Lanes.PP/DS You have selected the standard planning procedure 5 in the product master for the location products involved. You have created a scheduling horizon for the conversion of ATP tree structures. In Customizing for the SAP Advanced Planner and Optimizer (SAP APO) select Supply Chain Planning Production Planning and Detailed Scheduling (PP/DS) Global Settings Maintain Global Parameters and Defaults.Global ATP You have defined the production type Standard in the check mode. For more information, see Maintain Check Mode. You activated the rules-based ATP check in the check instructions. You have not configured the call to PP/DS neither in the check instructions nor in the location determination activity of the relevant rule. For more information, see Maintain Check Instructions. You have created a rule and assigned a location determination procedure with a fan-shaped structure type to this rule.In this location determination procedure you define which locations can substitute the requested location (for example, 0001 is substituted by 0002, 0001 is substituted by 0003, and so on). Note that the requested location (destination location) must be the starting point for all substitutions (start locations). You assign a location determination activity to the location determination procedure. By setting the Stock transfer indicator in the location determination activity, you have defined that a stock transfer should take place when there is a location substitution. You can specify which means of transport should be used to carry out the stock transfer. If you do not enter one, the means of transport is read from the transportation lane.The call of PP/DS may not be set in the location determination activity.For more information, see Integrated Rule Maintenance.FeaturesThe stock transfer is carried out using a location substitution via the rules-based ATP check in SAP APO. No stock transport requisitions are created during the check. The check results are saved to the database in the form of ATP tree structures when the sales order is saved. To generate stock transport requisitions, the ATP tree structures must be converted in PP/DS using a report. Depending on the scheduling horizon, the ATP tree structures can be converted immediately when the sales order is saved. The following functions are supported: Rules-based ATP check Conversion of ATP tree structures In the case of make-to-order production: Recreating Procurement Proposals

Capable-To-Promise (CTP) cannot be carried out for the substitute product location combination. However, it is possible to carry out a multilevel ATP check.ExampleYou are working with the distribution center (plant 0001) and the production plant (plant 0002).... 1. In SAP R/3, you create a sales order for a requirement in plant 0001. 2. In SAP APO the requirement is checked in plant 0001.The ATP check cannot confirm the requirement. 3. A rules-based ATP check with location determination is carried out.The system substitutes the plant 0001 with plant 0002. It checks if the requirement quantity can be confirmed in plant 0002. In the location determination activity, you defined that a stock transfer should take place automatically to plant 0001 for the confirmed quantity. In this example the requirement is confirmed in plant 0002.For more information, see Rules-Based Availability Check. 4. In the results overview, you adopt the confirmation and return to sales order processing. 5. In SAP R/3, no subitem is created in the sales order. There is a confirmation for plant 0001. 6. You save the sales order in SAP R/3. 7. In SAP APO, a stock transport requisition has been created dependent on the scheduling horizon.The check results are written in the form of ATP tree structures persistently to the database and must be converted in PP/DS via a report. If the requirement date lies temporally within the scheduling horizon, the ATP tree structures are converted immediately when the sales order is saved.For more information, see Conversion of ATP Tree Structures. 8. Check the orders in the product view.A receipt element ( PurRqs: purchase requisition) has been created for plant 0001. A corresponding requirement element ( PReqRel: stock transport requisition) has been created for plant 0002. For more information, see Product View

Substitutions from the Interchangeability Master DataUse Global Available-to-Promise (Global ATP) can determine substitutions that you have defined in the interchangeability master data. Global ATP can determine substitute products in the interchangeability master data either by using the condition technique or not. You can only determine substitute locations, on the other hand, using the condition technique.PrerequisitesProduct and Location Interchangeability Using the Condition Technique If you want Global ATP to determine substitute products and locations from the interchangeability master data using the condition technique, you have made all the required settings. For more information, see Substitutions from Master Data (With Condition Technique).Product Interchangeability Without Condition TechniqueIf you want Global ATP to determine substitute products from the interchangeability master data without using the condition technique, you have made all the required settings. For more information, see Substitute Products from Master Data (Without Condition Technique).FeaturesProduct and Location Interchangeability Using the Condition TechniqueYou can use Global ATP in combination with product and location interchangeability, by referring to the interchangeability master data from within a rule in integrated rule maintenance. The system determines this rule using the condition technique as part of the rules-based ATP check. You can assign the following substitution procedures to this rule: Location product substitution procedure Product substitution procedure Location determination procedureProduct Interchangeability Without Condition TechniqueYou can use Global ATP in combination with product interchangeability, avoiding using the condition technique and independently of a rule.In this case, Global ATP can only determine substitute products from the following interchangeability groups in the interchangeability master data: Supersession chain

Product interchangeability without the condition technique does not consider the following replacement types: n-to-one substitution (n:1 substitution) One-to-many substitution (1:n substitution) Form-Fit-Function Class Substitutions from Master Data (With Condition Technique)PurposeThe rules-based ATP check uses this process to determine product substitutions and substitute locations for an input location product from the substitution procedures for the master data for product and location interchangeability (master data for interchangeability) instead of from the substitution procedures from integrated rule maintenance.PrerequisitesYou have defined one or more of the following procedures in the interchangeability master data: Product substitution procedure(PSS) Location determination procedure (LFS) Location product substitution procedure(LPES)You have made the following settings in integrated rule maintenance: You have specified the PSP, the LDP, or the LPSP that you defined in the interchangeability master data.You have set a filter for replacement types from the interchangeability master data in the rule control, as required. You have made all remaining settings for rules in integrated rule maintenance. For more information, see Creating Rules. For product substitution procedures, you have specified which of the following data you want the system to use to determine the validities: Cross-location validity data Validity data for planningIf you want to use a location determination activity for location determinations, you have created one.Process... 1. The system performs a rules-based ATP check and determines one or more rules for which you have specified the name of a PSP, LDP, or LPSP from the interchangeability master data. 2. The system determines the substitutions from the PSP, the LDP, or the LPSP in the interchangeability master data. 3. The system determines the validities for each substitution. 4. The system calculates quantity factors for the product substitutions for which you have defined a factor for the predecessor or for the successor quantity in the interchangeability master data. For more information, see Calculation of Quantity Factors for Product Substitutions. 5. The system determines a list with substitute products and substitute locations using the access strategy from rule control. 6. The system uses rule control to determine substitute location products. 7. The system determines a validity period for the substitute location product. 8. The system checks the availability of the requirement quantity for the substitute location products. Substitute Products from the Master Data (With Condition Technique)PurposeThe rules-based ATP check uses this process to determine substitution lists for an input product from the substitution procedures for the master data for product and location interchangeability(master data for interchangeability) instead of from the substitution procedures from integrated rule maintenance. PrerequisitesYou have made all the settings in the interchangeability master data and in integrated rule maintenance. For more information, see Substitutions from Master Data (With Condition Technique).Process... 1. The system performs a rules-based ATP check and determines one or more rules for which you have specified a product substitution procedure from the interchangeability master data. 2. The system checks whether you have set a filter for replacement types from the interchangeability master data in integrated rule maintenance.The system determines supersession chains for product substitutions in the interchangeability master data.The following criteria determine how the scope of the supersession chain is determined:Direction of interchangeability of the product substitutions in the supersession chain Position of the input product in the supersession chainFilter for replacement typesFor more information, see Determination of Supersession Chains.The system determines the validity start date and validity end date for each substitute product. The system determines these validities using either cross-location validity data or planning validity data. 3. The system calculates quantity factors for the product substitutions for which you have defined a factor for the predecessor or for the successor quantity in the interchangeability master data. For more information, see Calculation of Quantity Factors for Product Substitutions. 4. The system determines a list with substitute products and substitute locations using the access strategy from rule control. 5. The system determines location products using rule control by combining product substitutions with substitute locations or with the input location.For substitutions with the replacement type One-to-Many Substitution, the system always combines the components from the header product with the input location, even if substitute locations are available. The system adds these substitute location products to the substitution list as the last substitutions. 6. The system determines a validity period for the substitute location product by combining the validity of the substitute product with the validity of the substitute location. If the substitute location product consists of the substitute product and input location, the validity period corresponds to the validity of the substitute product. 7. The system checks the availability of the requirement quantity for the substitute location products.If the last substitution has the replacement type One-to-many substitution, the system does not check its availability, but starts production to determine the components. The system then performs an availability check for the components. If the rules-based ATP check is activated for one or more of the components, the system performs a rule evaluation again. The rule evaluation can lead to product substitutions from the interchangeability master data. Substitute Products from the Master Data (With Condition Technique)PurposeThe rules-based ATP check uses this process to determine substitution lists for an input product from the substitution procedures for the master data for product and location interchangeability(master data for interchangeability) instead of from the substitution procedures from integrated rule maintenance. PrerequisitesYou have made all the settings in the interchangeability master data and in integrated rule maintenance. For more information, see Substitutions from Master Data (With Condition Technique).Process... 1. The system performs a rules-based ATP check and determines one or more rules for which you have specified a product substitution procedure from the interchangeability master data. 2. The system checks whether you have set a filter for replacement types from the interchangeability master data in integrated rule maintenance.The system determines supersession chains for product substitutions in the interchangeability master data.The following criteria determine how the scope of the supersession chain is determined:Direction of interchangeability of the product substitutions in the supersession chain Position of the input product in the supersession chainFilter for replacement typesFor more information, see Determination of Supersession Chains.The system determines the validity start date and validity end date for each substitute product. The system determines these validities using either cross-location validity data or planning validity data. 3. The system calculates quantity factors for the product substitutions for which you have defined a factor for the predecessor or for the successor quantity in the interchangeability master data. For more information, see Calculation of Quantity Factors for Product Substitutions. 4. The system determines a list with substitute products and substitute locations using the access strategy from rule control. 5. The system determines location products using rule control by combining product substitutions with substitute locations or with the input location.For substitutions with the replacement type One-to-Many Substitution, the system always combines the components from the header product with the input location, even if substitute locations are available. The system adds these substitute location products to the substitution list as the last substitutions. 6. The system determines a validity period for the substitute location product by combining the validity of the substitute product with the validity of the substitute location. If the substitute location product consists of the substitute product and input location, the validity period corresponds to the validity of the substitute product. 7. The system checks the availability of the requirement quantity for the substitute location products.If the last substitution has the replacement type One-to-many substitution, the system does not check its availability, but starts production to determine the components. The system then performs an availability check for the components. If the rules-based ATP check is activated for one or more of the components, the system performs a rule evaluation again. The rule evaluation can lead to product substitutions from the interchangeability master data. Examples for Determining the Scope of Supersession ChainsPosition of the input product in the supersession chainInput product is the first product in the supersession chainThe following settings are defined in the master data for interchangeability:Predecessor ProductSuccessor ProductDirection of Interchangeability

P1P2Forwards

P2P3Forwards

P1 is forward interchangeable with P2; and P2 is forward interchangeable with P3. The input product is P1. Since no predecessor product is defined for P1, the system determines the following supersession chain: P1->P2->P3.P1 can be substituted by P2 and P3.Input product is not the first product in the supersession chainProducts fully interchangeableThe following settings are defined in the master data for interchangeability:Predecessor ProductSuccessor ProductDirection of Interchangeability

P1P2Full

P2P3Full

Both P1 and P2 and P2 and P3 are fully interchangeable.The input product is P2.The system determines the following supersession chain: P1P2P3.P1 can be substituted by P2 and P3. P2 can be substituted by P1 and P3. P3 can be substituted by P2.Previous product only forward interchangeableThe following settings are defined in the master data for interchangeability:Predecessor ProductSuccessor ProductDirection of Interchangeability

P1P2Forwards

P2P3Full

P1 is only forward interchangeable with P2. P2 is fully interchangeable with P3. The input product is P2.The system determines the following supersession chain: P2P3.P2 can be substituted by P3; and P3 can be substituted by P2.Filter defined for replacement typeIn integrated rule maintenance, a filter is defined for the replacement type Multilevel Substitution.The following settings are defined in the master data for interchangeability:Predecessor ProductSuccessor ProductReplacement Type

P1P2One-to-one substitution

P2P3 and P4Multilevel substitution

P1 is substituted by P2 and P2 is substituted by a group consisting of P3 and P4.The input product is P1.The system determines the product substitution P1 -> P2. The substitution of P2 by P3 and P4 is not taken into account because the system excludes this substitution due to the filter.One-to-many substitution is part of the supersession chainThe following settings are defined in the master data for interchangeability:Predecessor ProductSuccessor Product

P1P2 (P2.1 and P2.2)

P2.1P2.1a

P1 is substituted by P2, which consists of the components P2.1 and P2.2. The component P2.1 is substituted by P2.1a.The input product is P1.The system determines the product substitution P1 -> P2 (P2.1 and P2.2). The substitution of P2.1 with P2.1a is not taken into account. Filter for Replacement TypesUse You can use this function to exclude replacement types from the substitution by defining a filter for the following criteria: Replacement Type Counter for replacement typeThe system only takes account of the substitutions from the determined supersession chain whose replacement type and counter is not defined in the filter.Prerequisites You have defined a filter for replacement types and, if necessary, also for counters of replacement types in integrated rule maintenance.You have entered the filter in the rule control in integrated rule maintenance. You have made all the settings for substitutions from the interchangeability master data. For more information, see Substitutions from Master Data (with Condition Technique).ExampleThe following settings are defined in the interchangeability master data:Predecessor ProductSuccessor ProductReplacement Type

P1P2One-to-one substitution

P2P3 and P4Multilevel substitution

P1 is substituted by P2 and P2 is substituted by P3 and P4. When P1 is substituted by P2, this is the replacement type One-to-One Substitution. When P2 is substituted by P3 and P4, this is the replacement type Multilevel Substitution.Filter defined for replacement type Multilevel SubstitutionIf you have defined a filter for the replacement type Multilevel substitution, the system determines the supersession chain P1 -> P2 (P1 is substituted by P2).No filter definedIf you have not defined a filter, the system determines the following supersession chain: P1->P2->P3 and P4 P1 can be substituted by P2 as well as by P3 and P4. Validities Using Cross-Location Validity DataUse This function determines the validity start date and the validity end date for a substitute product using the cross-location validity data from the product and location interchangeability master data (interchangeability master data). The system determines or calculates these validities by converting the following information from the interchangeability master data: Valid-from date Use-up strategy Use-up dateThe conversion of the information from the interchangeability master data is necessary for generating a list with substitute products. Information about the validity of the interchangeability relationship between a predecessor and a successor product is defined in the interchangeability master data. The rules-based ATP check, on the other hand, requires information about the validity of one substitute product.Prerequisites In the master data for interchangeability, you have chosen the Use Cross-Location Validity Data value for the validity in a product substitution procedure. You have made all the settings in the interchangeability master data and in integrated rule maintenance. For more information, see Substitutions from Master Data (with Condition Technique).FeaturesIn the master data, the following values determine the validity period for substitutions: Valid-from dateThis value specifies the date from which the substitution is valid. Use-up strategyThe use-up strategy specifies the procedure for dealing with the stock of the valid product. The following use-up strategies exist: Yes (Use up stock) No (Do not use up stock) Restricted (Use up stock depending on use-up date) Use-up dateThis value specifies the date until which the old product can be used. The use-up date is independent of the valid-from date.The system uses this information to determine or calculate the validity start date or validity end date for the substitution of a predecessor product by a successor product.ActivitiesThe system determines or calculates the validity start date and the validity end date for the substitution of a predecessor product P1 by a successor product P2, as follows: Validity start date for P1The system does not determine a validity start date for P1. P1 is always valid.The system only determines a validity start date for P1 if you have defined a substitution with the replacement type zero-to-one substitution for P1 in Customizing for the interchangeability master data. For more information, see the Implementation Guide (IMG) for SAP SCM under Advanced Planning and Optimization Master Data Product and Location Interchangeability Application Settings Maintain Replacement Types. Validity start date for P2The validity start date for P2 corresponds to the valid-from date of the interchangeability relationship. Validity end date for P1The system reads or calculates the date for the validity end date of P1 depending on the use-up strategy. Yes (Use up stock)If you have specified this use-up strategy, P1 does not have a validity end date. P1 is always valid. No (Do not use up stock)P1 is valid until the validity start date of P2. Restricted (Use up stock depending on use-up date)The use-up date corresponds to the date for the validity end date of P1. Validity end date for P2The system determines or calculates the date for the validity end date of P2 depending on whether P2 can be substituted by another product. P2 is substituted by another productThe system determines or calculates the validity end date for P2 like the validity end date for P1. P2 is not substitutedIf P2 is not substituted by another product, P2 does not have a validity end date. The system only determines a validity end date for P2 if you have defined a substitution with the replacement type one-to-zero substitution for P2 in Customizing for the interchangeability master data. For more information, see the Implementation Guide (IMG) for SAP SCM under Advanced Planning and Optimization Master Data Product and Location Interchangeability Application Settings Maintain Replacement Types.ExampleThe following settings are defined in the interchangeability master data:Predecessor ProductSuccessor ProductValid-From DateUse-Up StrategyUse-Up Date

P1P205.11.2004No-

P2P301.12.2004Yes-

P3P415.12.2004Restricted01.01.2005

The system calculates the following validities for the rules-based ATP check:Product Validity Start DateValidity End Date

P1-04.11.2004

P205.11.2004-

P301.12.200401.01.2005

P415.12.2004-

The system does not determine a validity start date for P1. P1 is always valid. Since the use-up strategy No is selected for the interchangeability relationship between P1 and P2, P1 is valid until the valid-from date of the interchangeability relationship; in other words, it is valid up to and including November 4, 2004.The validity start date for P2 corresponds to the valid-from date of the interchangeability relationship of P1 and P2. Since P2 is substituted by P3, the system calculates the validity end date of P2 depending on the use-up strategy of the interchangeability relationship between P2 and P3. Since the use-up strategy Yes is selected, P2 does not have a validity end date.The validity start date for P3 corresponds to the valid-from date of the interchangeability relationship of P2 and P3. Since P3 is substituted by P4, the system calculates the validity end date of P3 depending on the use-up strategy of the interchangeability relationship between P3 and P4. Since the use-up strategy Restricted is selected, the validity-end date of P3 corresponds to the use-up date of the interchangeability relationship.The validity start date for P4 corresponds to the valid-from date of the interchangeability relationship of P3 and P4. Since P4 is not substituted by another product, P4 does not have a validity end date. Validities Using Validity Data From PlanningUse This function determines the validity start and end dates of a substitute product, using the following validity data from planning, which the system has saved in the interchangeability master data:Stock exhaustion dateSuccessor product planning dateDefining the validity start date and end date for a substitution product is necessary for generating a list of substitution products. Information about the validity of the interchangeability relationship between a predecessor and a successor product is defined in the interchangeability master data. The rules-based ATP check, on the other hand, requires information about the validity of one substitute product.Prerequisites In the master data for interchangeability, you have chosen the Use Planning Validity Data value for the validity in a product substitution procedure. You have made all the settings in the interchangeability master data and in integrated rule maintenance. For more information, see Substitutions from Master Data (with Condition Technique).ActivitiesThe system defines the validity start date and end date in the following way: Validity Start DateThe validity start date of a product corresponds to the successor product planning date of the predecessor product . If no predecessor product exists for a product, the system is unable to define a validity start date for this product. Validity End DateThe validity end date of a product corresponds to the stock exhaustion date of this product.ExampleThe following table summarizes the settings that are defined in the interchangeability master data.Predecessor ProductSuccessor ProductStock Exhaustion DateSuccessor Product Planning Date

P1P201.12.200501.08.2005

P2P301.12.200601.08.2006

The following table lists the validities that the system defines for the rules-based ATP check.Substitute ProductValidity Start DateValidity End Date

P1-01.12.2005

P201.08.200501.12.2006

P301.08.2006-

The system does not define a validity start date for P1, since no predecessor product with a successor product planning date exists for P1. The validity end date of P1 corresponds to the stock exhaustion date of P1.The validity start date of P2 corresponds to the successor product planning date of P1. The validity end date of P2 corresponds to the stock exhaustion date of P2.The validity start date of P3 corresponds to the successor product planning date of P2. The system does not define a validity end date for P3, since no stock exhaustion date exists for P3. Calculation of Quantity Factors for Product SubstitutionsUse This function calculates quantity factors for all substitute products of an input product based on the following information: Factor for predecessor quantity Quantity of the predecessor product that you have defined in the product and location product master data (interchangeability master data) Factor for successor quantity Quantity of the successor product that you have defined in the interchangeability master data Access StrategyAccess strategy that you have defined in the rule control Position of the input product in the supersession chainThe system uses the calculated quantity factors from the interchangeability master data to generate a list with substitute products. Information about quantity factors for a predecessor product and a successor product is defined in the interchangeability master data. The rules-based ATP check, on the other hand, requires information about the quantity of one substitute product.ExampleSettings in the Interchangeability Master DataThe following settings are defined in the master data for interchangeability:Predecessor ProductSuccessor ProductFactor for Predecessor QuantityFactor for Successor QuantityDirection of Interchangeability

P1P215Full

P2P313Full

One piece of product P1 is substituted by five pieces of product P2. One piece of product P2 is substituted by three pieces of product P3.Calculation of Factor Quantity Depending on the Position of the Input Product and the Access StrategyInput product P1 and access strategy Work forward from inputIf the input product is P1 and the access strategy is Work forward from input, the system calculates the following quantity factors:Product Factor for Predecessor QuantityFactor for Successor Quantity

P111

P215

P3115

One piece of input product P1 is substituted by five pieces of P2 or by 15 pieces of P3.Input product P2 and access strategy Work forward from input, then cyclicIf the input product is P2 and the access strategy is Work forward from input, then cyclic, the system calculates the following quantity factors:Product Factor for Predecessor QuantityFactor for Successor Quantity

P211

P313

P151

One piece of input product P2 is substituted by three pieces of P3 or by 1/5 pieces of P1.Input product P2 and access strategy Start from bottom of listIf the input product is P2 and the access strategy is Start from bottom of list, the system calculates the following quantity factors:Product Factor for Predecessor QuantityFactor for Successor Quantity

P313

P211

P151

One piece of input product P2 is substituted by three pieces of P3 or by 1/5 pieces of P1.Input product P3 and access strategy Start from bottom of listIf the input product is P3 and the access strategy is Start from bottom of list, the system calculates the following quantity factors:Product Factor for Predecessor QuantityFactor for Successor Quantity

P311

P231

P1151

One piece of input product P3 is substituted by 1/3 pieces of P2 or by 1/15 pieces of P1 Substitute Locations from the Master Data (With Condition Technique)PurposeThe rules-based ATP check uses this process to determine substitution lists for an input location from the substitution procedures for the master data for product and location interchangeability (master data for interchangeability) instead of from the substitution procedures from integrated rule maintenance.PrerequisitesYou have made all the settings in the interchangeability master data and in integrated rule maintenance. For more information, see Substitutions from Master Data (With Condition Technique).Process... 1. The system performs a rules-based ATP check and determines one or more rules for which you have defined a location determination procedure from the interchangeability master data. 2. The system checks whether you have set a filter for replacement types from the interchangeability master data in integrated rule maintenance. 3. The system determines substitute locations in the specified location determination procedure in the interchangeability master data. The number of substitute locations determined depends on the filter for replacement types that you have defined in integrated rule maintenance. The system only takes account of the substitutions whose replacement type is not contained in the filter. 4. In the interchangeability master data, the system determines the date and the time for the validity start date and the validity end date of each location substitution. 5. If you have specified a location determination activity in the interchangeability master data, the system evaluates its settings in integrated rule maintenance. 6. The system uses the rule control to determine location products by combining substitute locations with product substitutions or with the input product. 7. The system determines a validity period for the substitute location product by combining the validity of the substitute product with the validity of the substitute location. If the substitute location product consists of the substitute location and input product, the validity period corresponds to the validity of the substitute location. 8. The system checks the availability of the requirement quantity for the substitute location products. Substitute Products from the Master Data (Without Condition Technique)PurposeIn this process, the ATP check determines substitute products from the interchangeability groups of the master data for product and location interchangeability (master data for interchangeability) for an input product.PrerequisitesCustomizing Master Data for InterchangeabilityYou have defined interchangeability groups.Customizing for Global ATPYou have created a checking control and scope of check, if they were not yet defined. For more information about how to maintain receipts and requirements, see Maintaining Checking Control and Maintaining Scope of Check. You have created check instructions, and have made the following settings in the Rules-Based ATP Check group box: You have set the Rules-based ATP. You have set the Start immediately indicator to activate immediate Rule Evaluation, Without Previous Check. You have set the InC Master Data indicator. In the Rem. Rqmnt field, you have either selected the value Do Not Create Remaining Requirement or Create Remain. Reqmnt Accord. to Prod. Interch. Master Data. In the latter case, requirements are generated for the unconfirmed quantity of the substitute product that is valid for the requirement date. Process... 1. For the requested location product, the system determines a list of substitute products (not empty) in the interchangeability groups of the master data for interchangeability. The requested product can also be a substitute product in this list. 2. The system executes an availability check for all determined substitute products

Consolidation in a Consolidation LocationPurposeYou can use this process to initially transfer products from different locations to a consolidation location. You can then deliver the products to your customer from this location. If required, you can deliver all products from the consolidation location to your customer on a specific date.Using a consolidation location saves transportation costs, particularly if you deliver the products on one date. A consolidation location also simplifies the export process: You can transfer products from locations that do not deliver abroad to a consolidation location that does deal in export and delivers the products to the customer.Prerequisites You have made the settings for consolidation. If you call Global ATP from SAP Customer Relationship Management (SAP CRM) and want to determine the consolidation location in SAP CRM, use SAP CRM release 5.0 or higher. You can also use Global ATP with consolidation with an earlier SAP CRM release. Process Flow...... 1. The OLTP system triggers a rules-based ATP check in SAPSCM. A consolidation location is defined in one or more of the determined rules. If you call the rule-based ATP check from SAPCRM, you can alternatively specify a consolidation location in the sales order to start the consolidation. In this case, SAPCRM transfers the consolidation location to Global ATP. For more information, see SAP Library for SAP CRM under Components and Functions Sales Availability Check Availability Check with SAP APO Additional ATP Functions in Service Parts Management Controlling the ATP Check in the Sales Order Consolidation Location. 2. The system determines substitute location products. 3. To ensure that you can deliver the products on the customers requested delivery date, the system performs scheduling in several steps. a. Scheduling step 1Based on the customer's requested delivery date, the system determines the material availability date in the consolidation location. b. Scheduling step 2Based on the material availability date in the consolidation location, the system determines the material availability date in the source locations. The material availability date in the source locations is the date on which the products are delivered from the sources locations to the consolidation location. The system checks the availability of the products. i. The system first checks the availability of the products for the calculated material availability date in the consolidation location. ii. If the system cannot cover the requirement in the consolidation location, it checks the availability for each calculated material availability date in the source locations. c. Scheduling step 3The system determines the date of delivery to the consolidation location for each confirmed schedule line. d. Scheduling step 4The system determines the date of delivery to the customer. If you have activated the delivery date/time correlation for the consolidation location, the system determines a common delivery date/time for all products from the consolidation location to the customer.The following figures illustrate the scheduling steps for consolidation:

4. The system transfers the information about the confirmations in the consolidation location to the OLTP system. 5. The system updates the sales order in SAP SCM and creates stock transport orders

Preselection of Suitable SubstitutionsUse You use this function to chose a combination of substitutions from the substitution list that the simulative rule-based ATP check determines. The system then carries out a new rule-based ATP check for these substitutions.IntegrationThis function is linked to the following global ATP check functions: You cannot use the preselection of suitable substitutions (substitution preselection) if you have also activated the multi-item single delivery location. You can only use substitution preselection in combination with backorder processing if you use the Business Add-In (BAdI) BAdI: Preselection of Suitable Substitutions. For more information, see the Implementation Guide (IMG) for SAP SCM under Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Enhancements Global Available-to-Promise (Global ATP) Enhancements Rules BAdI: Preselection of Suitable Substitutions. If you activate substitution preselection, the system ignores the setting that you may have made in the integrated rule maintenance for the maximum number of permitted substitutions. If you activate substitution preselection, the system automatically sets the following indicators in the check instructions: Activation of Rules-Based ATP Check Start Immediat. (Direct Execution of Rules-Based ATP Check) Create Subitem in Rules-Based ATP CheckPrerequisitesYou made the settings for substitution preselection.ActivitiesThe system performs a simulative rules-based ATP check for each item (without temporary quantity commitments) and determines substitutions for the input location product. The substitution list appears on the Preselection of Suitable Substitutions (Simulation) screen. On this screen, you can select the most suitable combination of substitutions for each item, by setting the Adopt/Reject Delivery Proposal indicator. You can also enter a different quantity for the proposed substitution.

Since rounding can change the quantities you changed, we recommend that you do not use substitution preselection in combination with rounding.The system carries out a rules-based ATP check (with temporary quantity commitments) for the substitutions that you choose.After the rules-based ATP check, the system displays the results screen only under the following conditions: The system could not completely confirm the quantity that you changed for at least one of the items. Not all of the items checked were part of substitution preselection.

Substitution Preselection SettingsTo activate the preselection of suitable substitutions (substitution preselection), you must make the following settings:... When assigning a rule strategy or rule strategy sequence, set the Preselectn indicator. Make all of the settings for the rule-based availability check that are necessary to determine rules. If you want to influence rule determination as part of substitution preselection, select the Preselect field in the field catalog.

To determine a substitution list, during substitution preselection, the system evaluates all substitutions in all the determined rules. This can have a negative effect on performance. To improve performance, we recommend that you use rules with few substitutions for substitution preselection. In the check instructions, select one of the following values for substitution preselection: Preselection Active Preselection Can Be Switched On ExternallyWhen you select this value, you can trigger substitution preselection from the OLTP system. Trigger substitution preselection from SAPCRMIn SAP Customer Relationship Management (SAPCRM), assign the requirements profile from the global ATP check to the item categories.In the requirements profile, set the Preselection indicator. For more information, see the Implementation Guide (IMG) for SAP SCM under Advanced Planning and Optimization Global Available-to-Promise (Global ATP) General Settings Maintain Requirements Profile.On the initial screen for the simulative ATP check, set the Substitution Presel. Active indicator. Trigger substitution preselection from a different OLTP systemSelect the Preselct. field in the field catalog of the OLTP system.

Multi-Item Single Delivery LocationUse This function allows the rules-based ATP check to determine a common delivery location for a requirements grouping, such as a delivery group. You can use a multi-item single delivery location (MISL) to reduce transportation costs, since the items in a requirements grouping are not shipped from multiple locations. Furthermore, you can deliver products from an MISL more quickly that from a consolidation location, since products do not first have to be transported to a common delivery location from the various locations. Integration This function is linked to the following rules-based ATP check: The MISL automatically activates the following settings in the check instructions: Activation of Rules-Based ATP Check Start Immediat. (Direct Execution of Rules-Based ATP Check) The MISL does not take into consideration the following functions of the rules-based ATP check: Production process model (PPM) Location determination activity Validity of substitutions Characteristic substitution Exclusive rule strategies, exclusive or alternative rules Location product substitution procedures Production Override input location You cannot use the MISL in combination with third-party order processingPrerequisites You made the settings for the MISL. If you want to call the MISL from SAP Customer Relationship Management (SAPCRM), you must use SAPCRM 5.0 or higher.ActivitiesYou call the rules-based ATP check in SAPAPO from the OLTP system using a requirements grouping, such as a delivery group.The rules-based ATP check determines a list of substitute locations using a rule of type Multi-Item Single Delivery Location. The system first checks if all the products in the requirements grouping appear in these locations. If not all products appear at a location, the system removes this location from the substitute list.The system then checks iteratively at which location in the list all requirements in the requirements grouping can be completely confirmed.

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