Availability Check with ATP Logic or Against Planning IN SAP S/4HANA

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Availability Check with ATP Logic or Against Planning IN SAP S/4HANA

In this step, make settings for planning and the availability check in ATP logic.

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Assign Schedule Line Categories

In this menu option, you assign schedule line categories to item categories. This allocation of schedule line categories is carried out depending on the MRP type that is specified in the material master record for a material. At the same time, you can enter a maximum of three schedule line categories with which the system default can be manually overwritten during document processing.

Actions

1. Assign the schedule line categories to the item categories depending on the MRP type. In this case, indicate the schedule line categories that are to be proposed during document entry.


2. If necessary, specify schedule line categories with which the automatically determined schedule line category can be overwritten in the document.

 

 

 

Define Availability Check Group

Use

In this IMG activity, you can define checking groups with which you specify the type of requirements records the system is to create when processing sales orders or deliveries. Sales order requirements and delivery requirements can be controlled separately. In SAP S/4HANA, you can create individual requirement records only.

Availability check taking cumulated confirmed quantity into account

If confirmed quantities are not cumulated, the following problem may occur:

Starting from the delivery date of the sales order and working backwards, the system checks whether ATP quantities exist. If such quantities do exist, the new sales order will reduce these ATP quantities. Here, sales orders can only reduce the ATP quantities if they lie before the delivery date.

In this logic, the system does not take the confirmed quantity of sales orders that have already been created into account. If, in the past, receipts were either moved forward or backward and/or they were reduced, it is possible that the ATP quantity of the receipt that lies directly before a sales order which has already been confirmed is no longer sufficient to cover the requirement.

Example

The following example should clarify this point:

MRP elemt	Recpt/Reqmt	ATP qty	Cumul. ATPqty	Confirmed qty
Stock	100	0	0	-
SALES ORD 1	-200	-100	-100	-200
PLND ORD	100	0	0	-
SALES ORD 2	-100	0	0	100

In this example, the first sales order was completely confirmed when the planned order lay before sales order 1 on the time axis. Then, the planned order was rescheduled so that it now lies after the delivery date of sales order 1 on the time axis. For the new sales order 2, the ATP check comes up with an ATP quantity of 100 as the rescheduled planned order is now completely available again and according to the ATP logic, sales order 1 cannot be covered by this receipt.

In this particular example, the confirmation situation is no longer up-to-date as the planned order has been rescheduled. Therefore, the sum of all the confirmed quantities exceeds the sum of all receipts.

To solve this problem, you have the following options:

• Carry out the planning run

• Reschedule

• Carry out backorder processing

With the cumulation of quantities, you can avoid such inconsistencies as you can control exactly how the system is to carry out the check:

• Availability check taking cumulated confirmed quantity into account

When creating/changing a new sales order, the system includes all the quantities confirmed to date when calculating the cumulated ATP quantity. This means that the new sales orders can only be confirmed if the sum of the receipts exceeds the sum of the confirmed quantities:

• Availability check taking cumulated requirements quantities into account

When creating/changing a new sales order, the system includes the sum of all open requirements quantities when calculating the cumulated ATP quantity. This means that new sales orders can only be confirmed if the sum of the receipts exceeds the sum of the requirements quantities.

You can make the following settings for this new ATP checking logic when creating/changing a sales order:

• Cumulate the confirmed quantities when creating and changing

• Cumulate the requirements quantity when creating, no cumulation when only making changes

• Cumulate the requirements quantity when creating and cumulate the confirmed quantity when making changes

• No cumulation (old check logic)

Determining the checking group

The checking group is determined depending on the material type and plant and is proposed in the material master record. The activity Define Checking Groups Default Value describes how to allocate checking group to material type and plant. Together with the checking rule, the checking group determines the scope of the availability check.

Actions

• You can check to what extent you can use the configurations set for the checking groups in the standard version of the system.

• You can activate the advanced ATP functions for individual checking groups. Doing so means that the system uses the advanced product availability check instead of the standard product availability check. For further information, see Use Advanced ATP Functions.

• If necessary, you can activate the cumulation of confirmed quantities.

 

 

 

 

 

Configure Default Values for Availability Check Group

In this IMG activity, you define the checking group that the system proposes when you create a new material master record. You can overwrite the default value for the checking group in the material master record.

The default value depends on the material type and plant. The system copies this value to the SD documents, thereby proposing a certain extent of the availability check.

Requirements

You have defined your material types and plants.

Actions

1. Make sure that the system proposes the checking groups you require for the availability check in the material master (under sales: general/plant data).


2. Check which checking groups are to be valid for which material types in the different plants.


3. Assign a default checking group to the material types in the individual plants. You can enter a default value for each material type. For a definition of checking groups, see the IMG activity Define checking groups.


4. Make sure that the availability check indicator is maintained in the material master.

 

 

 

 

 

 

 

 

Configure Scope of Availability Check

Short text

Define which stocks, receipts, and issue elements are considered when you run an availability check.

Use

In this activity, you define checking rules for the availability check and allocate them to a checking group.

The checking rule specifies the scope of the availability check for the respective transactions in sales and distribution by specifying precisely which stocks, receipt and issue elements should be taken into account during the availability check.

Every checking rule is allocated to a checking group: together these two elements determine the final inspection requirements. In addition, the checking rule specifies whether the availability check is to take replenishment lead time into consideration.

Currently, the checking rule is predefined in SD.

When specifying the check scope for a certain checking rule, you can select the following receipts and issues:

• Purchase orders

• Production orders

• Purchase requisitions

• Planned orders

• Dependent requirements

• Reservations

• Dependent reservations

• Sales requirements

• Delivery requirements

SD requirements (= sales requirements and delivery requirements) reduce an available stock or inward stock movement on the material availability date so that other issues cannot access the reserved quantity.

When specifying the scope of a certain check rule, you can select the following stock elements:

• Safety stock (maintained in the material master record, MRP data)

• Stock in transfer in the receiving plant

• Stock in quality inspection

• Blocked stock

Replenishment Lead Time (RLT)

The replenishment lead time specifies the time required to order or produce a certain material. The system determines the replenishment lead time as follows:

• For internally procured materials, the replenishment lead time is determined from the in-house production time and the goods receipt processing time or alternatively from the total replenishment lead time, if it is specified.

• For externally procured materials, the replenishment lead time is determined from the goods receipt processing time and the processing time for purchasing.

You can decide if the replenishment lead time is always to be considered:

• If you select the field, the replenishment lead time will not be considered during the availability check.

• If you do not select the field, the replenishment lead time is considered automatically in the availability check.

If you carry out the availability check using the replenishment lead time, you should plan ahead in regular intervals (on a daily basis for individual and daily requirements, on a weekly basis for weekly requirements) to prevent a shortage and, therefore, a possible delivery block. This shortage could occur if the delivery date of a sales order, which was confirmed the previous day for the replenishment lead time, is already within the replenishment period on the current day and therefore results in a shortage.

Quantity Distribution

When quantity distribution is enabled, the system distributes receipts and requirements across the runtime of planned and production orders based on the distribution key.

For any material, you can maintain the distribution key for:

• Production version which distributes the following receipts:

• 
  
  
  
  • Production orders
  
  
  
  

• 
  
  
  
  • Planned orders
  
  
  
  

• BOM components which distributes the following requirements:

• 
  
  
  
  • Dependent requirements
  
  
  
  

• 
  
  
  
  • Dependent reservations
  
  
  
  

You can decide if the system always considers quantity distribution during availability check run.

• If you select the field, the system distributes the quantities for receipts and requirements across the runtime of production orders.

• If you do not select the field:

• 
  
  
  
  • Receipts are considered at the end of the order cycle
  
  
  
  

• 
  
  
  
  • Requirements are considered at the start of the order cycle
  
  
  
  

During component availability check in planned orders and production orders, the system distributes the order requirements across the runtime of the orders based on the distribution key maintained for each component and checks for its availability on the distributed dates.

Note

For transactions which create individual stocks, such as production-to-order, consignment stock processing or returnable packaging processing, the availability check is carried out for the individual stock depending on the respective special stock indicator.

Actions

1. Check the configurations for the checking groups which are contained in the system.


2. Make sure that the checking group is maintained in the material master records. Depending on the plant, you can specify a checking group for each material type (see section "Configure Default Values for Availability Check Group").


3. Select the individual stock elements as well as the receipts and issues which are to be considered during the availability check.


4. Select the field for replenishment lead time, if you do notwant to take the replenishment lead time into account.

 

 

 

 

 

 

Define Procedure by Requirements Class

In this activity, you define for each requirements class whether an availability check and/or transfer or requirements should be carried out.

The settings defined here correspond to the requirements class settings at a global level. The settings are automatically copied into the definition of the requirements class and vice versa.

Actions

1. Check the extent to which you can use the settings for the requirements class which are defined in the standard version of the system.


2. If necessary, change the standard settings by indicating for each requirements class whether an availability check and/or transfer or requirements should be carried out.

 

 

 

 

 

 

Define Availability Check Procedure for each Schedule Line Category

In this IMG step, you specify for the respective schedule line categories of the sales documents whether an availability check and/or transfer of requirements should be carried out. These configurations are only relevant for the sales documents.

The fine tuning of the availability check for sales documents that you carry out here depends on their global configuration at requirements class level: You can only deactivate an option selected at requirements class level, but you cannot activate it. You can only activate an an option if it is already activated at requirements class level.

Example

You want to implement an availability check without transfer of requirements for sales information. At requirements class level, the availability check and the transfer of requirements must be active. You therefore deactivate the transfer of requirements in the corresponding schedule line category.

Requirements

The schedule line categories must already have been defined (see section Defining and allocating schedule line categories). The defined schedule line categories are automatically displayed for maintaining.

Actions

1. Specify for each schedule line category whether an availability check and/or a transfer of requirements should be carried out.

Keep in mind that the configuration that you set depends on the global configurations at requirements class level.

 

 

 

 

 

 

Define Availability Check Procedure for each Delivery Line Category

In this step, you can switch off the availability check for particular item categories in deliveries.

The availability check should be switched off for transactions such as returns delivery.

 

 

 

 

Configure Business Scenario for Updating Backorders

In this IMG step, you assign a checking rule to a plant. The checking rule specifies for the individual applications the checking rule according to which the availability check is carried out. The checking rule is described in the section "Carry out control of the availability check".

Note

The checking rule entered here is used in production planning. During backorder processing (CO06) and the availability overview (CO09), you should make sure that you are not using any checking rules that deviate from the SD configurations (checking rule A for orders and checking rule B for deliveries).

Actions

Specify a checking rule for each plant.

 

 

 

 

Configure Default Settings by Sales Area

In this menu option, you specify certain defaults for the availability check.

For each sales area which is a combination of sales organization, distribution channel and division, you can set an indicator for fixing the date and quantity as well as a rule for transferring the results of the availability check.

• Fixed date and quantity

In this field, you specify for a sales area whether the delivery dates and delivery quantities confirmed after an availability check should be set.

• Rule for transferring the availability results

In this field, you can specify the system response to shortage for a sales area. The following responses are possible:

• 
  
  
  
  • The system displays the different options (for example, one-time delivery, full delivery) for selection in a dialog box.
  
  
  
  

• 
  
  
  
  • The system automatically chooses an option (for example, confirmation of a delivery proposal).
  
  
  
  

Actions

1. Specify for each sales area whether you want to fix the date and the quantity.


2. Specify for each sales area whether a system response should be issued if the availability check shows a shortage, and if so which.

 

 

Result