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Availability checks are triggered by events in the OLTP system (SAP System or a legacy system ); anATP request is sent to SAP SCM (APO) for all SAP APO-relevant products in the order.
An ATP check is an online search used for verifying that the requested product can be provided by the
company in the quantity requested and on the date requested by the customer.
In many OLTP systems, ATP-specific functions are limited or nonexistent. ATP functions as previously
known from SAP ECC allowed product selection and single manual substitution at plant level (one item
during the ATP check). Infinite capacity usually had to be assumed in assembly order processing. A
capacity check was only possible when manufacturing orders or manufacturing order networks were
generated directly.
In conjunction with production, SAP SCM (APO) uses PP/DS functions during the ATP check.
By applying rules-based ATP, it is possible to check for alternative products in alternative locations, as
well as to consider production across all product levels.
Global ATP in SAP SCM (APO) provides information on product availability from the entire supplynetwork. The likelihood of making a successful commitment and of having short delivery processing
times varies depending on the check method used.
Global ATP is highly integrated in all SAP APO application components, thus ensuring that the ATP
check requirements are fulfilled. This integration can include the following:
Demand Planning forecasts can be used as a basis for checks against sales orders when no supply plan
exists, such as in a make-to-order environment.
Supply network plans can be examined at alternative distribution centers and plants, with the option of
checking for alternative products.
Production Planning and Detailed Scheduling (PP/DS) plans can be examined for detailed production
plans, and automatic planning can check if an additional production plan can be scheduled for the
• Products• Components• Work centers• Routings• Bills of material
An integration model gathers all data (filter objects) to be transferred in one chunk from SAP ECC toSAP SCM (APO). The integration model has a name and is related to a target system. You can use
selection variants to define relevant objects for the different planning processes in the SAP SCM APO
component. You start the data transfer by activating the generated integration model.
Master data is broken down into subcategories like work center, bill(s) of material, routings, and so on.
Filter objects in existing integration models can be added / excluded.
To achieve maximum flexibility and performance for the data transfer, you can generate as many
integration models as necessary and then activate them. The number of data objects to be included in the
transfer is restricted to the various planning and optimizing operations. You can create more than one
version for an integration model, but only one can be active at a time.
Interface extension with Plug-In
The interface extension allows the transfer of non-standard data from SAP ECC to SAP SCM (APO)
and vice versa.
Originally developed for industry solutions, the interface extension also allows special data to be
transferred from a standard SAP ECC System.
The extensions have been implemented as customer exits and BAPIs.
The integration model is used for both the initial data transfer and the change transfer.
In the global settings for ATP in the SAP APO system, you can prohibit the import of Customizing data.This may be necessary if you have to transfer (activate) an integration model for the second time (for
example, if there are master data changes) and you do not want to destroy the existing setup of
Product availability check or availability check based on ATP quantities:
The ATP (Available-to-Promise) quantity is calculated from warehouse stock, planned receipts
(production orders, purchase orders, planned orders, and so on), and planned issues (sales orders,
deliveries, reservations, and so on). For this type of availability check, the system dynamically checks
stock and planned goods movements for each transaction – either with or without using the
replenishment lead time. Planned independent requirements are not taken into account.
Availability check against product allocations:
You can allocate materials using any criteria. The availability check is successful if there is a product
allocation for this transaction in the relevant period and this product allocation has not yet been
consumed by other requirements. The check against product allocations is used in situations where
supply is smaller than demand to prevent one customer (or a few customers) from buying the completequantity and other requirements not being satisfied.
Availability check against the forecast:
In the check against the forecast, the system checks against a planned independent requirement created
for an anonymous market, and which is usually not customer-specific (for example, in the strategy
'planning without final assembly', if production is only carried out to the stocking level). The planned
independent requirement results from demand management and is used for non-order-specific
You can use this process to perform an availability check for kits and their components. Kits are bills
of material, which are always delivered in a complete and assembled format. This process corresponds
to simplified production, since resource planning is not required to combine the components as a
complete kit. Components are commissioned during production.
Third-party order processing
If you are not supplying a customer directly, you can use this process to instruct another supplier or
dealer to deliver the products requested by the customer. Third-party order processing enables you to
ensure that the requirement can be confirmed as quickly as possible without having to take account of
cancellations or backorders.
Rules-based availability check
You use the rules-based availability check to automatically or manually optimize the process for
deciding between alternatives using predefined rules. If a product is not available, for example, you
can check substitutes for availability or you can check the availability of the original product in other
locations. Another option would be to select alternative PPMs within the framework of production.
These alternatives are stored in master data (integrated rules or master data for product and locationexchangeability) and determined specifically for a transaction (condition technique).
The check instructions determine the type and scope of the availability check. In the check instructions,you define which availability check method you want to use.
If you want to perform the check on the basis of a , you choose the basic method here
(product availability check, check against product allocations, or check against the forecast).
If you want to check on the basis of the , you have the following options:
You can in any way by defining the check sequence. If you do set the
indicator, the result of the availability check of the previous step is the starting point
for the check in the next check step. If you set the indicator for a basic method, the
result of this basic method has no effect on the final result. If the neutral result of a basic method is
smaller than the final result, a message is displayed. If you have set the indicator for all
basic methods of a check, the final result is always the original and complete requirement quantity.
You can also call the from the check instructions. If the
indicator is set, the system tries to determine one or more rules using the condition technique.
The rules are master data. Possible product and location substitution relationships are defined there. If
the call to production has been defined, alternative PPMs can also be defined in the rules. If you do
set the indicator, the difference between the requested quantity of the
transaction and confirmed quantity from the check step(s) of the basic method(s) is transferred to the
rule(s) for checking. If the indicator is set, the rules-based availability check is
called immediately with the requested quantity of the transaction; in other words, without a check of
any other activated basic methods. If the result of the rule interpretation is a calculation profile (for
example, a consumption horizon), the system checks the original requirement while taking account of
As of SAP SCM 4.0, you can use instead of rule master data
(integrated rule maintenance and condition technique) for pure product replacements.
The is an additional check method that can be called if the
basic checks fail. However, production can also be started immediately. If production is only called
after an availability check, you have two options:
Production is started after execution of all basic methods in the check instructions for the partialquantity of the original requirement quantity that could not be confirmed in the previous checks:
You have to bear in mind that when several basic methods are used, the confirmable quantities from
step n represent the requirement for the basic method in step n+1.
Production is started for the partial quantity of the ATP requirement quantity that could not be
confirmed by the product availability check: The ATP requirement quantity is the quantity that
could be confirmed by preceding basic methods. If the product availability check is the first basic
method, the ATP requirement quantity corresponds to the original requirement quantity.
In the normal sequence of events, a basic check (with or without production) is performed first. Only
after the basic checks have failed to come up with the necessary committed quantity are the rules used to
search for other locations and products (substitutions). The rules can also check for production in other
The determination of the check instructions depending on the business event and the check mode meansthat the type and scope of the availability check can be controlled depending on the calling process
and/or the material.
Settings for determining the check instructions can exist in the basic configuration, in the product master,
and in the location determination activity (= integrated rule maintenance). The settings of the location
determination activity are used by the availability check during location substitution in Global ATP.
You should be aware that each application has to define its own checking rules. The checking rule forthe reservations is defined in Customizing for production orders, for example.
In contrast, in the checking rule is defined internally for each application and
The check mode is a grouping indicator for products. Together with the business event, it defines whichcheck instructions are used for a group of products.
Determination of the check mode from the SAP ECC requirements class. The requirements type with
the requirements class is transferred by the Sales application during the runtime. No other applications
transfer requirements classes. In this case, the check mode is read in the SAP SCM (APO) product
master. In the case of rules-based ATP, this also applies to the subsequent requirements (substitutions).
For this reason, you should have entered the check mode in the location-specific product master.
In addition, the check mode can control the following:
If production is called within the availability check (controlled using the check instructions or the
location determination activity), you make decisions here about the type of production that is used.
The "standard" production type calls CTP, while the "multilevel ATP check" production type calls themultilevel ATP check.
The assignment mode determines which type of forecast (without assembly) is consumed by the sales
orders. Only one type of consumption behavior is possible for each requirements strategy.
In the case of a requirements strategy for variant configuration, should only the product characteristics
selected by the customer be transferred to SAP SCM (APO), or should both the characteristics and the
configured BOM be transferred? Within normal variant-configured strategies, both the characteristics
Planning strategies represent the business procedures for planning production quantities and dates. InSAP ECC, a broad spectrum of production planning strategies is available offering numerous options
from pure make-to-order production to make-to-stock production.
The planning strategy defines whether the production program is created on the basis of sales orders
and / or sales forecast values.
The planning strategy defines the stocking level for the products. In other words, either finished
products are stored or assemblies are stored. These assemblies are then finally assembled when a sales
order arrives.
The planning strategy defines whether and how customer requirements consume planned independent
requirements.
Using the planning strategy, you can define in SAP ECC whether you want to perform an availability
check for a material and if so, which basic method should be used.
The planning strategies available for a material are listed in Customizing.
A planning strategy can be assigned to a material using a strategy group.
Various requirements types are defined for each of these strategies and each requirements type is
assigned to a requirements class that contains the actual control parameters.
The material and / or the transaction can determine whether an availability check and / or a transfer ofrequirements take place. You can define this in the requirements class.
Determining the requirements class using the material.
If the strategy group is not maintained, it is determined using the MRP group.
If the MRP group is not defined, the system uses the material type instead of the MRP group to
determine the strategy group. (the material type has to be maintained as the MRP group).
A requirements type is determined using the strategy. Among other things, the requirements type
defines the requirements type for the customer requirement.
First, an attempt is made to determine a strategy using the strategy group from the material master.
The requirements class is determined using the requirements type for the customer requirement.
2-3 Set up an advanced availability check method. A check against product allocations should
be performed first. Afterwards, the quantities confirmed from the check against product
allocations should undergo a product availability check. Neither the rules nor production
should be called. . Save. Confirmthe .
2-4 Set up an advanced availability check method. A product availability check should be
performed first. If the product availability check cannot confirm the complete requirement
quantity, the rules-based ATP check should be started. If rules-based ATP cannot confirmthe complete requirement quantity either, the original product should be procured or
produced in the original location. Production or procurement should be called directly
from the availability check.
Save. Confirm the .
2-5 Set up another advanced availability check method. A check against product allocations
should be performed first for the requirement. The quantities confirmed from the checkagainst product allocations should then undergo a product availability check. If the original
requirement cannot be covered, production should be called
. Production should be started after the check against product allocations and theproduct availability check have been executed. The rules should not be called.
Note: This requirements class is transferred to SAP SCM (APO) within theavailability check as a check mode and controls the selection of the check
instructions.
2-8-3 Check the configuration of the requirements class / check mode determination inSAP ECC. To do so, go to the material master for material in plant 1000.
Display the tab page. Has the strategy group been maintained?
2-8-9 Examine the transaction-based determination of the requirements type in SAP ECCCustomizing.
________________________________________________________________A requirements class is assigned to this requirements type. When you call theavailability check in SAP SCM (APO), this requirements class would be transferred
2-4 Set up an advanced availability check method. A product availability check should be
performed first. If the product availability check cannot confirm the complete requirement
quantity, the rules-based ATP check should be started. If rules-based ATP cannot confirm
the complete requirement quantity either, the original product should be procured orproduced in the original location. Production or procurement should be called directly
from the availability check. Change the check control you just defined accordingly. Save.
2-6 Display the ATP data that has been determined for product T-F11## in location 2400.
2-6-1 Which check mode was assigned to your product in location 2400?
2-6-2 You call the availability check from an SD application in SAP ECC. Is the checkmode defined in the SAP SCM (APO) product master relevant for determining the
check instructions?
2-6-3 How is the check mode that is relevant for determining each check instructions
determined if the availability check is called from an SAP ECC SD application?
2-6-4 Create a sales order for 10 pieces of your product T-F11## in the SAP ECC system.
Log on to the SAP ECC system.
Order type OR Standard order
Sales organization 2400 Italy, Milan
Distribution channel 10 Final customer sales
Division 00 Cross-division
Sold-to party 2402 Jashanmal Int Tra Co
PO number PO-##
Delivery date One week from today’s dateDelivering plant 2400 DC Milan
Which requirements type has SAP ECC determined for the product T-F11##?
2-6-5 To which requirements class is this requirements type assigned in SAP ECC
Customizing?
Note: This requirements class is transferred to SAP SCM (APO) within theavailability check as a check mode and controls the selection of the checkinstructions.
2-7 Check the configuration of the requirements class / check mode determination in SAP
ECC.
2-7-1 To do so, go to the material master for material T-F11## in plant 2400. Display the
tab page. Has the strategy group been maintained? Which strategy group is
it?
Choose to confirm your entries.
2-7-2 If no strategy group had been maintained in the material master, which parameter
would the system use to try and determine the strategy group?
2-7-3 Which tab page in the material master contains the MRP group?
The product availability check is successful if a sufficient (cumulated) ATP quantity of the product isavailable on a date derived from the delivery date requested by the customer (the material availability
date).
The data required for the check is transferred from the OLTP system(s) to SAP SCM (APO) and
modeled there in SAP liveCache as a time series.
The following information is required: stock information, planned receipts, and planned requirements, as
The product availability check is successful if a sufficient cumulated ATP quantity is available on thematerial availability date determined from the requested delivery date.
The sublocation level is a storage subset of the SAP SCM (APO) location. It is interpreted as a storagelocation if the ATP category comes from SAP ECC. A requirement can be checked at location and
sublocation level.
The definition of the product version (which is interpreted as a batch if the ATP category is from SAP
ECC) comes from the OLTP system.
Requirements which are later than the checking horizon at the time of the check are always considered
available if this option is active.
An ATP check using the receipts from the past option determines if receipts with receipt dates in the past
should be taken into account in the confirmation of a requirement.
Consider past receipts:
A Consider past receipts with message
B Past receipts not considered
C Past receipts not considered, with message
The horizon for missing parts for the goods receipt determines how many days in the future will be
checked for shortages (using goods receipt postings in Inventory Management).
You can use the "Exact Check of Single Segments Off" indicator to switch off the product availability
check of customer single segments, which is accurate to the second. If you select this indicator, the
product availability check also checks customer single segments for specific days.
The product availability check uses time series that represent the receipts and issues for a product.Individual time series exist on product, location, sublocation, version, characteristic and category level.
The sublocation and version correspond to the storage location and the batch in SAP ECC.
In SAP SCM (APO), planning is executed at product location level. The identification of ATP time
series is also based on these terms. Furthermore, ATP supports additional organizational levels in SAP
SCM (APO):
Sublocation (storage location in SAP ECC)
Product version (batch in SAP ECC)
Characteristics combination (not available in SAP ECC)
Various time series are evaluated during the check:
They are evaluated according to the level of the inbound demand. All organizational levels that may
contain elements are taken into account, with the minimum quantity on each date being finally
confirmed. Example I: A sales order specifies a product version, but no sublocation is given. The product is not
configured, therefore no characteristics exist. In this case, the ATP check is carried out at these levels:
- Product/location
- Product / location / product version
Example II: A sales order specifies a product version and a sublocation. Again, the product is not
configured therefore no characteristics exist. In this case, the ATP check is carried out at these levels:
- Product/location
- Product / location / product version
- Product / location / sublocation
- Product / location / product version / sublocation
The scope of check (categories used) also defines the selection of time series.
The checking horizon defines a time interval (check date + period) in which a product availability checkcan be carried out. If the requirements date lies within this time interval, the check is carried out.
Requirements that lie after the end of the checking horizon are not checked, which means they are
confirmed in full. The checking horizon can be used to model the replenishment lead time, for example.
The following prerequisites must be met for using the checking horizon:
The checking horizon and the checking horizon calendar must be entered in the location-specific
product master data.
The checking horizon must be activated in Customizing for the check control.
You define the calculation of the ATP quantity yourself. In other words, you can make a distinctionbetween product availability checks with different degrees of "safety" (that is, ranging from conservative
checks to checks with risk).
This means that depending on the aims of the check, other stock types, receipt types, and requirement
types are included in the scope of check. These MRP elements are described as categories in the SAP
SCM (APO) system.
Depending on the transaction and/or product (or product group), you can choose between checks with
different degrees of "safety."
: Up to and including SAP APO 3.1, the category be used to force the
system to check the ATP quantity with or without safety stock (as is possible in SAP ECC). Reason: The
safety stock in SAP ECC is not real stock, but rather a number used to reduce the existing stock. Up to
and including APO 3.1, the ATP quantity is checked in APO without safety stock; in other words, safetystock is not available. As of SAP SCM 4.0, the can be observed during the ATP check. To
do so, the SR category must be included in the scope of check (see the Release Notes for SCM4.0
"Safety Stock in the Global Availability Check" and the documentation "Product Availability Check
with Safety Stock").
As of
You have the flexibility to
protect a specific stock quantity according to various parameters. You can choose all fields in the field
catalog as parameters. The field catalog contains possible fields that can be used for the rules-based
availability check and product allocations. If you have chosen the order type as the parameter for the
PASB, the PASB can ensure that the system does not confirm the entire stock for standard sales orders
or stock transfers. This ensures that stock is always available, for example for rush orders.
In situation 2, a discrepancy in the confirmation has been caused by the postponement of the receipt.Consequently, total confirmed quantities exceed total receipts. There is a shortage.
If a planned receipt is postponed to any date after the confirmation date, the sales order confirmation is
retained, even though not enough stock exists to cover the requirement. This is because changing the
receipt does not automatically change the order. A new order created in this situation might also be
confirmed because of the postponed receipt and thus lead to an overconfirmation.
This situation results from the check logic in the ATP check. Issues always try first to consume the ATP
quantity of the most recent receipt. At the time of the check for planned issue A, planned receipt 1 is
scheduled before the planned issue. The issue could be confirmed because the ATP quantity for receipt 1
is positive and larger than planned issue A. As long as receipt 1 is scheduled before issue A, its ATP
quantity is reduced by issue A. If receipt 1 is shifted to a time after issue A, its ATP quantity increases
because the "relationship" to issue A only ever points in a backward (time) direction. Receipt 1 has a
positive ATP quantity again. The cumulated ATP quantity is now negative. Issue B can now be
confirmed after the postponed receipt 1 because this receipt has a positive ATP quantity.
You have the following options for removing this inconsistency:
Executing the planning run
Rescheduling
Backorder processing
Since these functions require a lot of time, it is possible that orders, whose entry dates indicate that they
cannot be delivered, are delivered. The shortage check excludes this situation from the very start.
3-8 Use the SAP SCM (APO) simulation component to check if an order for 75 pieces ofproduct T-F11## can be delivered next week from location 2400 (Milan DC).
Product T-F11## Maxitec R-3100
Plant/DC (location) 2400 Milan
Check mode 030
Business event A Sales order
Material availability date Monday next week
Requirement quantity 75 PC
3-8-1 Can all 75 pieces of the product be delivered next week?
Competitive order processing that aims to deliver the requested quantity to the customer at the requestedtime demands precise planning and control mechanisms. Unpredictable problems, such as breakdowns in
production or increased demand, can lead to critical situations in order processing and must be brought
under control before they develop further.
Product allocation provides this sort of control, and enables your company to avoid critical situations in
demand and procurement. An equal allocation of products in short supply must be possible, as must a
speedy reaction to bottlenecks and changing market situations.
Depending on the period, you can allocate products for specific customers or regions. If you use product
allocation in situations in which a product is in short supply, you can avoid allocating the entire available
quantity to the first customer, which would either delay the confirmation of subsequent sales orders, or
make confirmation impossible.
The product allocation function allows you to manage the supply of scarce products to customers so thateach customer receives an allocated amount.
How it is used: A product allocation check can act as a secondary check against the quantity requested in
the sales order. First, a basic ATP check can be performed against stock and receipts possibly resulting
in a lower confirmed quantity due to inadequate stock. This confirmed quantity can be checked against
the product allocation quota, possibly further reducing the confirmed quantity.
: Up to and including APO 3.1, items from stock transport orders with product allocation-relevant
location products could always be confirmed if the product was available. This was not the case for
items in sales documents, even if the product allocation situation was tight. As of SCM 4.0, items in
stock transport orders can also be subject to a product allocation check. This ensures that internal
requirements (stock transport orders) and external requirements (such as sales orders) are treated in the
same way. (see also Release Notes SCM 4.0 "Stock Transfers in the Global Availability Check"). A
product allocation check for purchase requisitions and scheduling agreements is not possible.
Used product allocation quantity= Actual order quantity
Time
Product allocation quantity
Confirmed quantity
Requested quantity
Quantity
The control process for product allocation enables the user to manage product allocations at specificproduct levels and for various product groups. Product allocation encompasses internal product
allocations for sales organizations and distribution channels, as well as for external customer groups and
specific customers.
The system also takes into account the different control phases that exist for product allocations during
the overall constraint period. There might be phases without constraints or the reason for the check
Product allocations are assigned to a product allocation object. The product allocation object is thereason for allocating quantities, and can be one of the following:
Product (personal computer) or a product group
Component (processor)
Season (summer, winter)
Production line
The reason for product allocations may vary in different phases of the product life cycle.
This figure above shows the data flow: The product master determines the product allocation procedure.
Each step in the procedure represents a product allocation group with an associated product allocation
object and a set of characteristics for planning a time series of product allocation quantities.
The planning area is where you plan the planned product allocation quantities for the characteristics of
the product allocation group. This data has to be copied to the product allocation group on an on-going
The product allocation function combines planning tools with real-time ATP functionality. The infostructure is partially replaced by the product allocation group. The product allocation group defines a
group of characteristics and is used for saving product allocation quantities with their assignments.
Within the product allocation group, the planning hierarchy is replaced by the characteristics
combination. The characteristics combination contains the values of the characteristics from the current
sales order and, as such, corresponds to the lowest level of the planning hierarchy in which all
If you set the Cumulative indicator in the Customizing activity Maintain Product Allocation Procedure,the system uses the cumulative product allocation method.
Cumulative product allocation allows you to use:
Product allocation steps: You can define multiple product allocation steps with different product
allocation groups.
Consumption periods: You can define a number of past and future periods to be used as valid
consumption periods.
The number of past periods identifies the number of periods before the product allocation date in the
order that can be used for calculating unused product allocations. The unused product allocation
quantities of these past periods are then cumulated before product allocation is checked for the current
period.
The number of future periods identifies the number of periods after the product allocation date in the
order and can be used to calculate future product allocations. If the requested quantity is not confirmed
within the future periods, it remains unconfirmed.
The remaining open quantity from the previous check of the product allocation procedure is cumulatedfor the next entry in the sequence of product allocation procedures.
The system ignores the entry for the product allocation procedure in the product master record if it is
also included in the sequence of product allocation procedures.
The final result of the product allocation check in the product allocation procedure is calculated as the
logical ‘OR' offered by each of the product allocation procedures.
You can maintain product allocations for customer groups or sales organizations or individualcustomers. The system can then perform availability checks in conjunction with product allocation
checks.
In planning (Demand Planning, SAP ECC, or external), you establish a hierarchy with product allocation
quantities for specific characteristic values. In addition, you can define collective characteristics.
For product allocation in SAP SCM (APO), however, only the lowest level is visible (see next slide).
In Demand Planning (DP), as in Flexible Planning, all levels can be planned and downloaded into a
In this step, you maintain the assignment to the product allocation group. The assignmentof the planning area is required because the characteristics of the product allocation group have different
names than those of the InfoObjects in the planning area. You must assign all characteristics of a product
allocation group to an InfoObject. You can assign an InfoObject to several characteristics.
However, it is not necessary to assign a characteristic to every InfoObject. The system aggregates or
disaggregates (depending on the copying direction) using InfoObjects that have not been assigned.
In planning, characteristic values are saved in either planning areas or in SAP ECC info structures. This
planning data is transferred to the product allocation group.
A product allocation time series is chosen in the check against product allocations using a characteristics
combination. The check is then performed against this time series. If the characteristics combination has
been defined, all product allocation quantities can be planned (for example, from the market level to thecustomer level).
An active check against product allocations is carried out through the sales order together with the
availability check. Based on the check date (delivery date, goods issue date, material availability date),
you can ensure that the required quantity does not exceed the product allocation quantity.
There are two modes of connection to planning areas:
Asynchronous connection: Copying of data from and to planning areas with the advantage that
planning and availability checks take place separately and there are no locking issues
Synchronous connection: Direct access to planning results in the planning area - no copying necessary
If you have made the connection to the planning area, you can decide whether, in product allocation, thedata access should take place directly in the planning area (that is, online in SAP liveCache) or if you
want to check in the product allocation group. If you check in the product allocation group, the
characteristic values and the product allocation quantities must be transferred from DP to the product
allocation group. The data is transferred either manually or in the background using the following
reports:
Transfer data from planning area
Characteristics combination from planning area
You can find these reports in the SAP Easy Access menu under
In this step, you copy the product allocation quantities to a planning area. If you carry out planningagain, you must copy the data (incoming order quantities and, if necessary, existing product allocation
quantities) from the product allocation group to the planning area. Afterwards, you carry out planning
against the updated history and copy the planned product allocation data from the planning area to the
product allocation group.
In the SAP Easy Access mySAP Supply Chain Management menu, choose
.
In the Transfer Scope frame, you can set the following indicators:
: If you have set this indicator, the incoming orders quantities are
included when data is copied from the product allocation group
: If you have set this indicator, the product allocation quantities are
included when data is copied from the product allocation group
Product allocation characteristics are defined in the SAP ECC System using info structures. Thesecharacteristics can be transferred to SAP SCM (APO), where the product allocation information is stored
in the product allocation group in SAP liveCache and can be used for the ATP check. The following
transactions are relevant for the data transfer:
Transaction QTSA for the transfer of product allocation quantities from the SAP ECC info structure to
the SAP SCM (APO) product allocation group
Transaction QTSP for the transfer of product allocation procedures from SAP ECC to SAP SCM
(APO).
Note: After the transfer of SAP ECC Customizing, internal technical objects such as translation tables,
access coding, and so on, are generated automatically. If there is a transport error, the time stamps for the
4-5 Create a product allocation that limits customer 2402 in sales organization 2400 to aquantity of 50 pieces of product T-F12## per month. This allocation is valid for four
months, starting from next month.
4-5-1 Product allocation quantities are maintained in planning areas.
Planning book ATP_ALLOC and planning area ATP_ALLOC have beenassigned to your user ID for this exercise.
50 50 50 50
Save your product allocations.
4-5-2 Since your are populating the Product Allocation Time Series Asynchronously
(batch), you must identify the characteristic combinations that will be valid for thisproduct allocation procedure. Copy the characteristic combinations from your
planning area ATP_ALLOCATION to your allocation group S140##.
4-6 Transfer your planned product allocation quantities from your planning area to the productallocation group.
In the previous steps of this exercise, you did the following:
Linked the planning area and the product allocation group
Regenerated our product allocation group objects
Planned the product allocations in the planning area
In this step, you will transfer the planned quantities entered into your
planning area (in step 5-6) to the product allocation group for the ATP
4-7 Assign the product allocation procedure to the product master. Determine the ATP group
and the check mode assigned to your product T-F12## in location 2400. Enter the product
allocation procedure P140## in the (location-dependent product
allocation procedure) field.
4-7-1 Have cross-location product allocation procedures been defined?
_________________________________________________
4-7-2 Has a location-dependent product allocation procedure been previously defined?
_________________________________________________
4-7-3 Which ATP group is valid for this product?
_________________________________________________
4-7-4 Which check mode is valid for this product?
_________________________________________________
Save the product master T-F12##.
4-8 Using the check mode determined in the previous exercise step, review the checkinstructions to determine which ATP check methods are used when a sales order (business
event) is processed.
Note: In this exercise step, you do not want to execute any rules nor do you want to plan
4-1 Display the configuration for the check against product allocations and verify that the
required data has been set up to perform an ATP check.
4-1-1 Verify that the following characteristics have been set up in the field catalog for use
in ATP product allocation checks: Yes
Yes
Yes
Note: New characteristics must be entered directly from the communicationstructure /SAPAPO/KOMGO into the catalog table using . For more
information, see the Global ATP documentation.
4-1-2 Verify that HOMEPC has been defined as the product allocation object
(characteristic) value. If you cannot find it, notify the instructor. Do not add the
value yourself, as this value is used by all course participants.
: The product allocation object is a special characteristic used by the checkagainst product allocations. It is predefined by SAP as the characteristic KONOB.
4-2 Create product allocation group S140##. Use the material availability date as your check
date and indicate that the product allocation values will be maintained in monthly time
buckets. Assign the characteristics product allocation object, sold-to-party, product, and
sales organization to the product allocation group. Allow orders to consume permittedproduct allocations in the future.
4-2-1 Create your product allocation group.Choose:
The product allocation group is used for saving product
allocation quantities and their assignments. Using a
characteristics combination (the values of characteristics from
the current sales order), the system chooses the correct product
allocation for allocation checking.
Choose . Enter your product allocation group S140##
In the field, enter (material availability date).
MCVBEP is entered as the (Communication Structure)
automatically.
Enter in the (Time buckets profile) field.
Save the product allocation group. Create a new Customizing request number and
confirm the Customizing request.
Choose if necessary to acknowledge the warning that an error occurred whengenerating internal objects. From the product allocation group details screen, go
4-5 Create a product allocation that limits customer 2402 in sales organization 2400 to a
quantity of 50 pieces of product T-F12## per month. This allocation is valid for four
months, starting from next month.
4-5-1 Product allocation quantities are maintained in planning areas.Planning book ATP_ALLOC and planning area ATP_ALLOC have been
assigned to your user ID for this exercise.
Choose the plan ATP_ALLOC in the selection area for the planning book / data
view. Double-click the data view ALLOCATIONS to display the fields for thekey figure values.
Choose in the top-left selection area. An
dialog box appears. Enter the following data in this dialog box:
field: APO planning version:
APO product:
Product allocation object:
Sales organization:
Sold-to party:
Choose .
The field characteristic value T-F12## is now displayed in your selection
area.Double-click product T-F12##. The table on the right-hand side of the screen is
now ready for input.
Enter planned product allocations of 50 pieces for four months starting from nextmonth. Do not enter any data in the actual data (actual sales quantity).
Rules-based availability checking is an iterative process. Rules and the corresponding check resultsdetermine the subsequent checking steps in each case.
Possible subsequent checking steps include:
Product substitution
Location substitution
PPM substitution, if production is started
All subsequent checking steps span the three-dimensional area shown in the illustration above. You can
move in any direction and combine any dimensions, for example:
Procure or substitute from an alternative location
Produce in another plant
The system stops searching when a check step provides an acceptable result (calculation profile).
If no other setting is active, the system summarizes the results of each step until the requested quantity is
satisfied. If SD is used in SAP ECC, this leads to the generation of sub-items in the corresponding sales
order.
Rules-based ATP from SAP SCM (APO) is currently only supported by sales order processing in
Rules-based ATP checks are based on multiple rules that are executed sequentially.
Each rule consists of at least one of the following:
Calculation profile (the results of which are accepted during a check)
Product substitution procedures
Location determination procedure
Location product substitution procedure (as alternative to product substitution and location
determination procedure)
PPM substitution procedure
If you use either a product rule or location rule, you must also create rule control parameters(instructions on how to combine the lists of alternative locations and products).
It may be necessary to use several rules, meaning that the strategy used for the customer has to be
changed gradually if his/her request cannot be satisfied by an initial approach that only uses
substitutions.
A rule is created in integrated rule maintenance ( ). It can be assigned
to several processes because rule determination, which has to be executed for an ATP request, is
0 Supersession chain (including: end of substitution)
1 Network
2 Fan-shaped structure
T-F13## T-F14## 01.01.2001 31.12.2001 10 0001
Product substitution procedures allow you to define and control the possible product substitutions thatcan be made during an ATP check. In addition, product substitution procedures allow you to define a
validity period.
In substitution procedures of the type 0 (chain), you cannot enter any costs because the sequence of the
substitutions is fixed.
The selection indicator for chains gives you the opportunity to reflect a technology change within a
selection of products. The indicator defines with which product in the product list the substitutions start.
Moreover, this indicator can only be evaluated for access strategies 01 and 04.
You should be aware that the requirement quantities and the confirmed quantities from the ATP check
always refer to the base unit of measure of the products involved. In a product substitution, the units of
measure are not converted if the units change within a substitution.
4 Alternative (alternative locations for excluded substitutelocations)
The location and product substitution procedures and the combination of the resulting lists wereintroduced to simplify maintenance of the resulting substitutions of location products. The system
automatically generates a sequence. With this technique, you do not have to maintain each substitution
manually (although this is also possible).
A type is assigned to each location determination procedure. The determination type defines the possible
combinations of location and product substitutions that are evaluated in a subsequent step.
There are five determination types:
Chain
Fan-shaped structure
Network
List: For determining a primary location if called from a system that does not support or determinelocations by itself, such as a CRM System.
Alternative (Definition of alternative locations for excluded substitute locations).
You must assign a determination type to each new location determination procedure that you create.
The location determination type defines the possible combinations of location and substitute location.
If you define the supersession chain as the type of location determination procedure, you must enter the
required substitute location directly below the original location in the list.
If you select the fan-shaped structure or the network as the type of location determination procedure, you
must specify several substitute locations for one location in the same field. The substitute sequence is
You can use this process to move products from various locations to a consolidation location, fromwhich they can be delivered to your customers. If necessary, you can deliver all products to the
customer from the consolidation location on a specific date.
You can use a consolidation location to save transport costs, particularly if you deliver products on a
date. The consolidation location can also be used to simplify the export of products: You can
move products from locations that cannot deliver abroad to a consolidation location, which manages the
export business and delivers the products to your customers.
The rules-based ATP check for a requirements grouping, such as a delivery group, can use this functionto determine a common delivery location. You can use a multi-item single delivery location (MELL) to
save transport costs, since items in a requirements grouping are not delivered from different locations.
You can also deliver products faster from a MELL – compared with a consolidation location, since these
do not have to be transported from various locations to a common delivery location first.
Rule control strategies (product strategy and location strategy) control check processing in a single list.Therefore, a product strategy controls check processing in a product substitution list, and the location
strategy controls processing in a location determination list.
Six of the ten strategies (for either products or locations) are described below:
Strategy one checks sequentially, working from the top of the list to the bottom.
Strategy two starts the sequential checking at the input value in the list and works toward the bottom
of the list. If the product is not found, the check returns to the input value and continues to check
sequentially working toward the top of the list.
Strategy three starts the sequential checking at the input value in the list and works toward the bottom
of the list. If the product is not found, the check returns to the top of the list and continues working
down toward the input value.
Strategy four starts the checking at the bottom of the list working backward toward the top.
Strategy five starts the sequential checking at the input value and works backward toward the top of
the list. If the product is not available, the check returns to the input value and continues working
toward the bottom of the list.
Strategy six starts the sequential checking at the input value and works backward toward the top of the
list. If the product is not found, the check returns to the bottom of the list and works backward toward
Defining qualified products and locations: The qualified product or location is used to restrict thesubstitution list. You can qualify an element in a substitution list (product and/or location). The relevant
substitution list is then restricted to this element for the combination.
Defining the combination of the product and location list: You define how you want the lists generated
by the combination sequence to be combined.
The system always generates two ordered lists from location products when you apply the
combination sequence to the substitution lists; for example, for the setting
, the first list consists of , while the second consists of
.
Standard setting: All elements from the second list that are not contained in the first list are
added to the first list.
: The system deletes all elements not contained in the second list from the list generated
If a level is not present for a specific location product, this location product is not evaluated.
The following process is an example from the paper-processing industry where you first try to find the
finished product in different locations. If the system is not able to confirm, it searches for a way to cut
the paper from reels and, finally, to produce new paper. Therefore, the sequence of the evaluation is set
so that locations are evaluated first.
A location product list is created from the procedures given in the rule. This can be either a location
determination procedure and/or a product substitution procedure or, alternatively, a location product
substitution procedure. The sequence of the location products is calculated using the rule control of the
current rule, while taking into account the requested location product.
In the second step, the PPM substitutions are built on the basis of the ordered location product list.
This means that if a location product is missing in the basic quantity, it is not included in the check,even if there is a row for it in the related PPM substitution table. The system searches the PPM
substitution procedure for suitable entries for each location product of the basic quantity (suitable
entry means the same location product). If no suitable entry exists within the PPM substitution
procedure, this location product is removed from the basic quantity and not checked. If one or more
suitable entries exist in the PPM substitution procedure, one or more complete substitutions
(consisting of location product, level, and PPM) are added to the results list.
The number of partial deliveries restricts the delivery proposals generated for each check. If the numberof possible schedule lines exceeds the allowed number, all further confirmations are added to the latest
possible confirmation date, if this is allowed by the check methods in use. If this is not the case, the
check is terminated and an additional check is started, if required.
: If you want to use ATP rules (in SAP SCM (APO)) for and/or this may
lead to unexpected results, which are nevertheless correct, as the following examples show.
For a package size of 12 together with an order quantity of 100, the request is regarded as satisfied if
96 are available (overdelivery not allowed). In this case, the SAP ECC sales order, for example, never
gets the complete confirmation status.
For a package size of 12 together with an order quantity of 100, the request is regarded as satisfied if
108 are available, provided that of at least 8 percent is allowed. The system confirms 108,even though the quantity requested was only 100.
You have defined many different rules. The prerequisites for which rule(s) is/are used to checkavailability can be made dependent on any criteria and controlled specifically to a transaction. The
condition technique is used for this.
Different transactions may require different rules. For example, identical orders placed simultaneously
by the same customer could require different checking rules if one of the orders is a rush order.
Moreover, it may be necessary to apply more than one of the rules you previously defined. A flexible
A rule (used in the ATP check) is assigned to a value of key fields from a condition table if the values ofthe key combinations match the field values of the sales order.
When searching a condition table, the system finds a condition record that matches the specific fieldvalues from the sales order that triggered the ATP check.
At runtime, each successful access to a condition record returns a rule. This is taken into account in the
A prerequisite for rule determination is determination of the rule strategy.
: A technical scenario calls ATP. You can specify in which technical scenarios the
rules-based ATP check is executed. Examples: User transactions (AA), EDI (DD), internet functions, or
batch processing (BB).
If the OLTP system is an SAP ECC System, you must maintain the and assign it to
an order type. In the SAP ECC System, choose the Customizing settings for Sales and Distribution
/
If you want to execute the rules-based availability check within multilevel ATP for the finished product
and/or the components, you must define a . Choose the
following path in the SAP SCM (APO) Customizing settings: SAP Advanced Planner and Optimizer Global Available-to-Promise (Global ATP) Rules-Based Availability Check Create Business
Transaction for Multilevel ATP Check.
Examples of : Create (A), change (B), copy (C).
Note: This value is determined by the application calling from the SAP ECC System. You can use your
own values for simulations in SAP SCM (APO).
You can define whether the calculation profiles of the rules involved should be handled as
”supplements” or ”substitutes”. You use this field to control how to use several calculation profiles that
originate from gradual accesses. You can choose if a subsequent rule overwrites or supplements. This
means that a calculation profile can be evaluated in an access, and the result is applied to the next
The rule strategy (also known as the condition procedure) identifies the steps to be followed during therule determination process. Each step is a condition type.
You use the rule strategy to identify the steps to be taken.
Typically, only one condition type is necessary for each rule strategy, though SAP SCM (APO) supports
several. This is because the flexibility provided by the access sequence (to handle multiple
dependencies) makes more than one condition type unnecessary.
A condition determines under which circumstances an access from the system to a specific condition
The is an ordered list of condition tables used to search for condition records that matchthe values of the order. Finding a matching condition record is vital for identifying the correct rule
procedure to be used in a specific ATP check.
The access sequence gives the rule determination process flexibility for handling conditional
dependencies. This is because more than one condition table can be specified in an access sequence.
However, not all condition tables have to be listed in an access sequence. Moreover, several condition
tables could contain records. Therefore, the access sequence makes it possible to determine several rules.
Access sequences can be defined after the necessary condition tables have been created. To do so, enter a
key and description for the access sequence and then go to the individual accesses. Choose the
field to create condition table entries. After completing this step, proceed to the field view and
choose to generate the access sequence. If you go back to the previous screen ( ), you will
notice that the access and condition table numbers can no longer be changed. This means that the
generation has been completed successfully.
The condition can prevent the corresponding access being executed. Conditions are not currently
supported.
The indicator stops stepwise evaluation of the condition tables at runtime after the first
A rule strategy sequence defines which rule strategies can be evaluated in which order during a rules-based ATP check. A rule strategy sequence can contain inclusive and exclusive rule strategies.
Inclusive rule strategies:
An inclusive rule strategy defines the search area (products and locations) in a rules-based ATP check
using the rules it contains. Products and locations, which can be transferred to the ATP check as
substitutions, are defined in these rules.
Exclusive rule strategies:
An exclusive rule strategy defines exclusions, which can restrict the search area (products and locations)
for inclusive rule strategies during a rules-based ATP check, using the rules it contains.
You use rule strategy sequences to group rule strategies. The system evaluates rule strategies, which are
assigned to a rule strategy sequence, during the same rules-based ATP check. The result of theevaluation is a substitution list with substitution location products. Grouping and collective evaluation of
inclusive and exclusive rule strategies can mean that you do not need to define numerous conditions and
rules. This applies particularly if you define exclusions to exclusions (exclusive rules in exclusive rule
strategies) from substitution lists or alternatives to exclusions (alternative rules in exclusive rule
The result is issued in the form of a hierarchical display. The scope of the display is dependent on youruser-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.
In Customizing, as of SCM 5.0, you can activate " Preselect Suitable Substitutions". The system then
simulates a rules-based ATP check (without temporary quantity assignments) and determines
substitutions for the location product entered. The substitution list is displayed on the screen. You can select the most suitable combination of substitutions for each
item on this screen by selecting the indicator . You can also specify a
different quantity for the substitution proposed. The system performs a rules-based ATP check for the
substitutions you have selected (with temporary quantity assignments). Following the rules-based ATP
check, the system only displays the results screen in the following circumstances:
The system was not able to confirm all of the quantity you modified for at least one of the items.
Not all items checked were involved in the substitution preselection.
The master data for product and location interchangeability is the central data required to createinterchangeability scenarios for planning and global available-to-promise (global ATP). It includes
information on products, locations and the conditions for product substitutions.
You use product interchangeability for logistical processes in which one product is to be replaced with a
different product. This type of substitution can have a significant impact on planning and execution. It is
therefore important for example to know the circumstances in which a product can replace another
product. A substitution takes place for example because the new product is an improved version of the
old product. A product substitution can also take place for delivery reasons. It can therefore be the case
that you have several sources of supply and normally use the cheapest, but sometimes have to use a
The master data for product and location interchangeability is the central data required to createinterchangeability scenarios for planning and global available-to-promise (global ATP). It includes
information on products, locations and the conditions for product substitutions.
You use product interchangeability for logistical processes in which one product is to be replaced with a
different product. This type of substitution can have a significant impact on planning and execution. It is
therefore important for example to know the circumstances in which a product can replace another
product. A substitution takes place for example because the new product is an improved version of the
old product. A product substitution can also take place for delivery reasons. It can therefore be the case
that you have several sources of supply and normally use the cheapest, but sometimes have to use a
different one.
:
In this case, a product is substituted with a new product, which is more technically advanced or can be
manufactured more efficiently. It is possible to include several products in a supersession chain. The
simplest form of product substitution is discontinuation. Discontinuation only involves one product pair.
Two possible relationship types are available for the discontinuation steps:
and . If forward interchangeability is possible for a product, it can only be
substituted in one direction. This means that a product A can be replaced by product B, but product B
cannot be replaced by product A. If full interchangeability is possible for a product, product A can be
replaced by product B and product B can be replaced by product A.
A FFF class contains several products, which can be used in an order and all have identical technical
attributes ( , and ). Planning is only carried out for one product (the leading product). It is
only possible to procure or manufacture the leading product.
Configure a rule – product substitution procedure, location determination
procedure, using rule control and the calculation profile
Maxitec Ltd’s PC products are available in two distribution centers 2400
Milan and 2500 Amsterdam. Your task is to define the correct
product/location substitution within the rule PROC##. In addition, you
have to set up the rule control and the calculation profile.
You create PROC## as the rule, where ## is your group number. In addition,
you use the locations 2400 Milan and 2500 Amsterdam as your twodistribution center substitutions. The data given below is used throughoutthese exercises.
The substitution should be performed in the following manner:
1. Check product T-F13## in location 2400 (Milan).
2. Check product T-F13## in location 2500 (Amsterdam).
3. Check product T-F14## in location 2400 (Milan).
4. Check product T-F14## in location 2500 (Amsterdam).
5-1 Set up a product substitution procedure called PS## for two materials.
You want to check the availability of product If isnot available, check the availability of product
Use when creating this profile.
5-1-1 Is a substitution reason required for the product substitution?
5-3 Create a rule control, RC##, to determine the way the substitution lists are accessed and
combined.
Both the product substitution lists and location determination lists should be run starting
from the top down.
There should be no qualifying restrictions on the product and location lists. Use the
sequence option – . Use to combine the location and product lists.
6-3-1 If a sales order comes in for T-F14## (location DC 2500 Amsterdam), whichproduct and location are checked first, based on these rule control settings?
The rule must be defined as “inclusive” and contain the product substitution procedurePS## and location determination procedure LS## you just created. In addition, you have to
assign the rule control RC## and calculation profile CP## to the rule PROC##.
5-6 Simulate the rule PROC## using the function in integrated rule
maintenance.
Examine the result: It is an ordered sequence of products and locations.
5-12 Maintain the master record for rule determination. Check that the rule PROC## is
determined according to your product T-F13## and sold-to party 2402 with reference to an
operation during order processing.
Enter the following data for condition type CT##:
Product
Sold-to party
Rule ##
5-13 Check activation of the rules-based ATP check in the check instructions. Assume that you
are creating a sales order and that check mode 050 has been transferred from the ECC
System.
5-14 Check that the (consider checking horizon) indicator is deactivated for therelevant check control
5-15 Use the simulation component to verify the configuration of the rule and ruledetermination. The simulation should be performed for a value of the product T-F13## andlocation DC 2400 Milan.
Enter the following characteristic values to enable the simulation:
Operation-dependent activation parameters: AA – A## – A
Use sold-to party 0000002402 Jashanmal International Trading Company.
Enter your product T-F13##.
Requirements date: Monday after next
Quantity:
300 pieces
5-16 Define the business transaction A## in the SAP ECC Customizing settings.
5-17 Assign the business transaction to the order type ZA## Trade Fair## Order.
Configure the use of product interchangeability master data
Maintain product interchangeability master data
PC products sold by Maxitec are subject to continuous ongoing
development. It may be necessary to substitute products that are
technically out-dated with new products. You use product
interchangeability master data to control discontinuation of productsduring the availability check.
You will work with the PC products T-F13## and T-F14##, where ## isyour group number. In addition, you will use location 2400 as yourdistribution center (DC). The product T-F14## is to replace the product T-
F13##.
5-19 Create an interchangeability group “SCM670 group ##” for the location 2400. Check that
the interchangeability group has the substitution type “supersession chain”. This
interchangeability group should also be relevant for the availability check and planning.
Product T-F13## is to be replaced by product T-F14## from the middle of next month
Using up any available quantities of T-F13## is not planned. It is not to be possible to
replace product T-F14## with T-F13##. Release the interchangeability group once youhave successfully entered the data.
Make a note of the interchangeability group number:
5-22 Determine the ATP situation in the location 2400 for the products T-F13## and T-F14##
ATP quantity product T-F13##:_____________________________
ATP quantity product T-F14##:_____________________________
5-23 Now create a sales order in the SAP ECC System. The sales order should refer to customer2402 Jashanmal International Traders. Sell the material and a quantity of
. The sales order data is given in the table below:
Call the transaction VA01 (Create Sales Order).
Order type OR
Sales organization 2400
Distribution channel 10
Division 00
Sold-to party 2402
PO number PO-##
Delivery date Step 1: End of the next month
Step 2: Next Monday
Plant 2400
Material T-F13##
Quantity 100 pieces
Step 1: Requested delivery date “End of next month”.
The rule must be defined as “inclusive” and contain the product substitution procedurePS## and location determination procedure LS## you just created. In addition, you have to
assign the rule control RC## and calculation profile CP## to the rule PROC##.
5-6 Simulate the rule PROC## using the function in integrated rule
You will work with the PC products T-F13## and T-F14##, where ## is
your group number. In addition, you will use location 2400 as yourdistribution center (DC). The product T-F14## is to replace the product
T-F13##.
5-19 Create an interchangeability group “SCM670 group ##” for the location . Check that
the interchangeability group has the substitution type “supersession chain”. Thisinterchangeability group should also be relevant for the availability check and planning.
Product is to be replaced by product from the middle of next month
Using up any available quantities of is not planned. It is not to be possible to
replace product with Release the interchangeability group once you
5-20 Assign your interchangeability group “SCM670 group ##” to the active model 000.
5-21 Check activation of rules-based ATP in the check instructions that correspond to the checkmode (050) of your product Has the usage of interchangeability master data been
Production through MATP focuses on the component availability check. The availability check is able touse the entire scope of function of Global ATP (including the rules-based ATP check). In comparison to
CTP, however, the detailed scheduling strategies are restricted. Multilevel ATP assumes that resources
have infinite capacity. Scheduling corresponds to lead time scheduling. For this reason, this production
scenario is used if the bottleneck factor in production is the component availability, but the resource
To guarantee that the validity of the PPM is not violated and the runtimes match the confirmation datescalculated in the multilevel ATP check at header level, the multilevel ATP check is always executed in
two steps, provided the result of the first check contains partial confirmation quantities and dates.
You can define how you want the second step of the multilevel ATP check to be carried out in the check
instructions for the finished product or header material using the parameters
During CTP detailed planning, planning can also take place using a :The bucket-oriented capacity check is a procedure that you can use to check the capacity availability of
key resources during a CTP check, and to reserve the necessary capacity. It is based on PP / DS -
Buckets, in which you can create key resources (bottleneck resources). The main objective of the bucket-
oriented capacity check in the CTP check is to improve capacity utilization by avoiding gaps in capacity
commitment that can be created if you use finite planning on the basis of time-continuous capacity. By
using the bucket-oriented capacity check, improved capacity utilization is achieved by the system
checking and reserving the available capacity for each period (bucket). A bucket can cover a day or a
week. As a result of period-based capacity check, the system can accept a significantly increased number
of orders, since the system attempts to completely exhaust the capacity of a bucket, such as a day with 8
hours productive time as far as possible.
In addition to the MATP and CTP procedures, as of SCM 5.0 and only in conjunction with ECC 6.0
and CRM 5.0 you can use the (Kit–to–Order). You can use this process to
carry out an availability check for kits and their components. This process corresponds to simplified
production, since resource planning is not required to combine the components as a complete kit.
Components are commissioned during production.
If you do not want to deliver to customers yourself, you can use
. If you are not supplying a customer directly, you can use this process to instruct another
supplier or dealer to deliver the products requested by the customer. Third-party order processing
enables you to ensure that the requirement can be confirmed as quickly as possible without having to
take account of cancellations or backorders. This process requires SAP Customer Relationship
Management (SAP CRM) as of Release 5.0 and SAP ERP Central Component (SAP ECC) as of
(remaining requirement of a component requirement group): This field
determines how the system should deal with the requirement quantity that cannot be confirmed in thesecond step of the multilevel ATP check:
Create remaining requirement at header level
Create remaining requirement at component level
Conversion mode for ATP tree structures: In this field, you define the confirmations for which you want
the planned orders to be created in Production Planning and Detailed Scheduling (PP/DS) after the ATP
tree structure is converted.
Depending on this setting, the system uses the relevant confirmations from the first step of the
multilevel ATP check as requirements date and requirement quantity for the second step of the
multilevel ATP check. In the second step, the BOM is exploded anew in PP/DS, the ATP tree structure is
adjusted in accordance with the new requirements groups, and a new ATP check is performed for the
components. The complete requirement quantity must be confirmed for the requirements date.Otherwise, the check result is rejected. The system’s handling of the unconfirmed quantities depends on
the setting in the field.
Business Event Multilevel ATP: You use a special business event for multilevel ATP in the check
instructions if you want to distinguish between the check control for the components and the check
control for the finished product. If you have not entered a specific business event for multilevel ATP in
the check instructions, the system uses the business event to determine the check control for the
multilevel ATP check. The following functions are supported at component level:
A different scope of check in the product availability check
Check against the forecast
Check against product allocations (but only with the characteristics "product" and "location")
6-2 Have a look at the Customizing settings for the availability check.
6-2-1 Examine the check instructions with check mode 050 / business event A.
Product check:
Allocation:
Forecast:
Activate RBA:
InC master data:
Start immediately:
Start product(ion):
Note: In this exercise, production is not called from the respective check
instructions. As you will see as the exercise progresses, production is started from alocation determination activity for the relevant rule. Therefore, this availability
check is a combination of rules-based ATP and CTP.
6-2-2 Examine the check control for the product availability check for the ATP group 02and the business event A. The checking horizon (CH) must not be considered
________________________________________________________________ 6-8-4 Has a production calendar been created for scheduling in the location master for
6-2 Have a look at the Customizing settings for the availability check.
6-2-1 Examine the check instructions with check mode 050 / business event A.
Product check:
Allocation:
Forecast:
Activate RBA:
Start immediately:
InC master data:
Start product(ion):
Note: In this exercise, production is not called from the respective checkinstructions. As you will see as the exercise progresses, production is started from a
location determination activity for the relevant rule. Therefore, this availability
check is a combination of rules-based ATP and CTP.
6-2-2 Examine the check control for the product availability check for the ATP group 02and the business event A. The checking horizon (CH) must not be considered.
Backorder processing is an availability check tool that allows you to diagnose backorders and overwritethe committed quantity that resulted from the last availability check. You can redistribute the confirmed
quantity for one or several products over selected customer requirements.
You can perform backorder processing:
Interactively
In the background (batch mode) – including simulation
As a combination of interactive backorder processing and backorder processing in the background
Batch backorder processing can be included in a call sequence between PP/DS or SNP and interactive
backorder processing.
Selection using the netchange filter
- When a change occurs in the supply situation due to a change or a planning run in PP/DS, SNP, or
changes to the location-specific master data, the location product for backorder processing
(interactive/batch) is selected or marked. A netchange indicator is used for the selection.
Evaluation of alerts (ATP alerts, PP/DS alerts)
- To start backorder processing, you can also evaluate the alerts. The alert evaluation is an alternative
to the filter that selects the orders for batch backorder processing.- Within the framework of the Alert Monitor, you can call up backorder processing directly to help
"clean up" alerts.
If an earlier delivery is necessary, Transportation Planning and Vehicle Scheduling (TP/VS) selects
orders using alerts so that the availability check for these orders can be performed later. You can
configure the orders that you want to be considered in backorder processing. The orders are selected
using a filter.
Backorder processing for stock transport orders is not currently supported.
As of SAP SCM 4.0, you can decide whether the check is performed at item level, as was previously thecase, or whether this now takes place at schedule line level for each of the ATP categories that are
relevant to backorder processing.
Documents with large numbers of request schedule lines for each item, such as scheduling agreements
usually generate confirmations over a longer period of time. Dates in the request schedule line are
distributed over this long period.
If backorder processing checks a document at item level, it checks all schedule lines in an item
simultaneously. The system also confirms schedule lines for future dates here. This can mean that
other early requirements can no longer be confirmed.
If backorder processing checks at schedule line level, the system sorts and checks the schedule linesfor these requirements individually. By using suitable sort criteria (such as the schedule line number,
material availability date, confirmed quantity, requested quantity, delivery date,...), you can therefore
You can use event-driven quantity assignment (EDQA) to respond promptly to product availabilitychanges. You can assign new quantities or those that have become available again to backorders or
reassign them from low priority to higher priority documents.
During EDQA, specific activities, such as changing stock data, trigger events. These events perform a
quantity assignment. The following activities trigger events:
Change purchase order document
Quantity release in the sales order
Change the stock data
Change the sales document
Sales order confirmation
The activities can trigger the following events.
Quantity assignment to order due lists
Reassignment of order confirmations
Push deployment
Backorder processing
The same restrictions that apply to backorder processing also apply to EDQA events.
During this process, event-driven quantity assignment (EDQA) assigns new order due lists (ODL) orthose containing free quantities with items, which are to receive a confirmation.
During this process, event-driven quantity assignment (EDQA) reassigns order confirmations (ROC) sothat confirmed quantities of items with a lower priority can be assigned to items with a higher priority.
Maxitec Ltd. uses the SAP ECC System and SAP SCM (APO) to plan alldelivery-related tasks in the supply chain.
During order processing, the cumulated ATP quantity is distributedaccording to the time sequence used to enter orders. The system does not
initially observe the delivery priorities for customers during the
confirmation. A situation can occur in which the sales order with a high
delivery quantity does not contain any confirmed quantity, since it wasentered after an order with a lower priority. Maxitec Incorporated
therefore uses backorder processing. ATP quantities are re-distributed onthe basis of delivery priorities.
: The aim of this exercise is to become familiar with both
interactive backorder processing and backorder processing in thebackground in SAP SCM (APO). The options, functions, and techniquesthat are available in these areas are more fully explored.
, you will be able to:
• Set up backorder processing using product T-F11## as an example
• Enter three sales orders for T-F11## in the SAP ECC System, perform
“real” interactive availability checks, and make delivery commitmentswith corresponding schedule lines.
• Verify that the inventory situation and existing delivery commitmentsfor product T-F11## in both SAP SCM (APO) and the OLTP system
do not match the delivery priorities of the order.
• Create a selection filter in the configuration of backorder processing inthe background that selects sales orders by product number and order
quantity, for example.
• Create a sort sequence that sorts the filtered sales orders by deliverypriority, for example; these delivery priorities are manually set at sales
order entry in the OLTP system.
• Perform interactive backorder processing for material T-F11## inlocation 2500 from SAP SCM (APO). You will then execute
7-2 If you create a sales order in SAP ECC for the product T-F11## in location 2500, which
check instructions are determined? Make sure that only a product availability check is
executed. (in the check instructions 030/A, product allocation, rules, and production are
deactivated)
Product check:
Product allocation (check):
Forecast (check):
Rules-based ATP (check):
Use PAT master data
Start product(ion):
7-3 Examine the relevant check control for the product availability check for product T-F11##in location 2500. The checking horizon should not be considered
7-4 for product T-F11## by going to the product view report in
the PP/DS menu:
As the initial starting value, you should find 100 pieces of initial stock for product T-F11##
7-5 Now enter a for product T-F11## in location 2500. Stay in the
product view. Choose . Confirm the propagation range SAPALL, if required. Enter
December 17 of the current year as the availability date of the purchase requisition. Enter
100 pieces as the receipt quantity. Choose location 2300 as the procurement alternative. To
do so, select the first row and choose Save your entries.
7-6 Now you have to enter in a specified sequence. To begin entering thesales orders, you must switch to the SAP ECC System. Enter transaction (Create
Sales Orders).
Enter the following data on the initial screen:
The fields in which data has to be entered for each sales order are: . The field data, which must be entered in the correct sequence for each ofthe three sales orders, is presented in the following table:
Order
Sequence
Sold-to-Party /
Purchase OrderNo.
Requested
Delivery Date /Delivering
Plant
Material /
Quantity /Delivery
Priority
Confirmed
quantity and date for eachschedule line resulting
from the ATP check
1 2502
PO-001
05/12/ current
year
2500
T-F11##
80/
3
2 2502
PO-002
26/11/ current
year
2500
T-F11##
80/
1
3 2502
PO-003
12/12/ current
year
2500
T-F11##
80/
2
Acknowledge the dialog box that appears concerning changes to the invoice/billing date.
The first sales order results in a single delivery of 80 pieces. The second sales orderresults in two schedule lines: 20 pieces on the original requested date, and a further
schedule line of 60 pieces on the purchase requisition date. The third sales order results in
two schedule lines: No confirmation on the original requested delivery date, and 40 pieces
Now that you have finished entering the purchase requisition and sales order
data, there are 100 pieces in stock. In addition, there is a purchase requisition for 100 pieces withthe receipt date of December 17 this year. Three customers have each placed an order with you for
80 pieces of T-F11##. The following table illustrates the resulting schedule lines.
Enter your sales order numbers in the column in the table below for handyreference – and keep the initial situation in mind.
Order
Sequence
Customer
(order #)
Schedule
Line
Requirement
Quantity/Date
Confirmed Quantity/Date
Order 1 2502
( )
1 80
05/12/200*
80 05/12/200*
Order 2 2502
( )
1
2
80
26/11/200*
20 26/11/200*
60 18/12/200*
Order 3 2502
( )
1 80
12/12/200*40 18/12/200*
Since the scope of the ATP check does not include the checking horizon for the
replenishment lead time, the last customer has an outstanding unconfirmed quantity of 40 pieces
from the requested 80 pieces.
We now want to manually reschedule product T-F11## so that the we obtain the following final
results:
A) Order 2 (delivery priority 1): All 80 pieces are confirmed for the requested date 26.11.200*.
B) Order 3 (delivery priority 2): 20 pieces are confirmed for the requested date 12.12.200* and60 pieces for 18.12.200*.
C) Order 1 (delivery priority 3): Only 40 pieces can be confirmed for 18.12.200*.
1. Select the second schedule line of order 2 (60 pieces) and then choose at the bottom of the screen. This frees up 60 pieces from the purchase requisition
for redistribution.
2. Select the second schedule line of order 2 (40 pieces) and then choose
at the bottom of the screen. This frees up 40 pieces from the purchase requisition
for redistribution.
3. Change the first schedule line of order 1 from 80 pieces to 0 pieces. This frees up
another 80 pieces for redistribution and allows us to redistribute the quantities as
desired.
4. Change the first schedule line of order 2 from 20 pieces to 80 pieces. This means that
the requested quantity for the second order can be confirmed for the requested delivery
date.
5. Change the first schedule line of order 3 to 20 pieces and select this schedule line.
Choose . This is the icon to the right of the trash can. Change thenewly created second schedule line for order 3. Enter 18.12.200* as the requirementsdate and 60 pieces as the confirmed quantity. Continue processing (by confirming any
messages, if required).
6. Select the first schedule line from order 1 and choose . This is the
icon to the right of the trash can. Change this new second schedule line. Enter
18.12.200* as the requirements date and 40 pieces as the confirmed quantity. Continue
processing (by confirming any messages, if required).
Now you have manually achieved the desired results.
DO NOT SAVE YOUR WORK BECAUSE WE WILL USE THE SAME DATA TO
Takes account of activities required to start the shipping ofthe products. These include loading, picking, and packing.The material availability date and the loading date arecalculated from the duration of these activities.
Takes account of all activities required for preparing andexecuting the transportation. This includes transportationplanning as well as the actual transportation. The goods
issue date and MRP date are determined from the durationof these activities, starting from the (requested) delivery
date.
In SAP SCM (APO), shipping activities and transportation can be scheduled automatically.
The aim of the SAP SCM (APO) transportation and shipment scheduling function is to guarantee
consistent, automatic scheduling of shipping and transportation processes that occur in various systems.
Transportation and shipment scheduling take place in SAP SCM (APO) if an availability check is
executed in SAP SCM (APO) for the products. Scheduling still takes place in the OLTP system for all
other materials.
You decide for each sales document type whether transportation and/or shipment scheduling is executed.
The time for the transportation is derived from the transportation duration of the transportation lane. If
this is initial, or there is no transportation lane, this time is determined through the condition technique
using the condition type TRAN. If no duration is determined here either, the duration is calculated using
the distance between the start and destination locations and the average speed of the means of transport
being used.
In scheduling with the condition technique, the receiving calendar is overwritten if corresponding data istransferred from an OLTP system when scheduling is called (for example, data from an unloading point
with goods receiving hours of the ship-to party).
The following elements of the condition technique are fixed within scheduling:
Scheduling procedure SCHEDL
Determination of the scheduling procedure
The condition types
You can also configure access sequences and condition tables.
If you want to define ATP time series for the product availability check with limits other than dailylimits, you can define buckets.
You use the following entries to define how the individual data for the receipt and issue elements is
aggregated for buckets:
Number of buckets per day: If there are several buckets for each day, the system creates buckets of
equal sizes in such a way that one of the bucket limits is defined in the same way as defined by the
other parameters.
Bucket limit for issues in (UTC or local summer time for the location)
The time added to the end date of a receipt before it is assigned to a bucket ( )
Since the system only determines time zones when it creates a pegging area, it only observes changes tothe time zone of a location for new products added or individual segments. If you change the time zone
of a location, you should also activate the bucket parameters again, to ensure that all products in this
If the receipt and issue buckets are synchronous, meaning that the receipts are not postponed (shifted),the conservative confirmation provides an ATP quantity that is too small (by approximately half a day’s
production). The progressive confirmation logic, on the other hand, provides an ATP quantity that is
approximately half a day’s production too large.
The check according to the conservative logic provides the most precise estimate of the ATP quantity, if
the receipts are postponed by half a day (twelve hours). However, if there are many issues and no
receipts close behind the limit of the issue bucket, this could lead to non-conservative behavior; in this