Wednesday, 18 May 2016

Transfer of Requirements configuration in SD

Transfer of Requirements configuration in SD 

Transfer of Requirement

  • Types of Transfer of Requirements
  • Control of Transfer of Requirements

Types of Transfer of Requirements

Individual Requirements: A TOR occurs for each sales document that is created. The advantage is that the source document can be identified by looking in the availability overview for each requirement.

Collective Requirements: Collective requirements combine several document quantities based on criteria such as Plant, Batch, Storage location, Date, Transaction and Requirements Class. Collective requirements can either be created daily or weekly. The source documents initiating the collective requirements cannot be identified directly but can be determined from the list of orders for the material. 

Control of Transfer of Requirements

The control features specific to Sales and Distribution need to be maintained in Customizing:

Requirements Class: The requirements class contains all control features for planning. In addition, it is specified at a global level whether an availability check is to take place for the material in the sales and distribution documents on the basis of the ATP quantity (ATP = available to promise) and whether requirements are to be passed on

Requirements type: The requirements are identified by the requirements type. The requirements type refers to the requirements class and its control features

Schedule line category: Schedule line category controls whether an availability check and transfer of requirements should be carried out in the sales documents 

Checking group: It controls whether the system is to create individual or collective requirements in sales and shipping processing

Defining the Requirements Classes

IMG>>Sales & Distribution>>Basic Functions>> Availability Check & TOR TOR >>Define Requirement Classes

Requirements class is the key factor in the TOR. It is based on the requirement types of the sales document. These requirement classes are also used in PP, so be sure to involve PP and MM in any changes you envisage in the SD module. 





Defining the Requirements Type

IMG>>Sales & Distribution>> Basic Functions>> Availability Check & TOR>> TOR >>Define Requirement Types

The relationship between requirement type and requirements class is many to one.







Assign Requirements Type 

IMG>> Sales & Distribution>> Basic Functions>>Availability Check & TOR>>TOR >>Determination of requirement types using transaction

Assign requirement type to the relevant item category in the sales order and the MRP type found on the material Master Record





Defining Procedure For Each Schedule Line Category

IMG>> Sales & Distribution>>Basic Functions>> Availability Check & TOR>> TOR >> Define Procedure For Each Schedule Line Category

We deactivate a setting at the schedule line level only if it is already set at the requirements class level.





Block quantity confirmation in delivery blocks

IMG>> Sales & Distribution>> Basic Functions>> Availability Check & TOR>>TOR >> Block quantity confirmation in delivery blocks

This enables us to unreserve or not reserve any quantity that has been confirmed for an order for which a delivery is blocked.We have the provision of setting this for different reasons and at different transactions



Maintain Requirements for Transfer of Requirements

IMG>> Sales & Distribution>>Basic Functions>> Availability Check & TOR>> TOR >> Maintain Requirements for Transfer of Requirements



In the same way as the requirements used in access sequence, that is, a number of preconditions must exists of the transaction to be carried out, requirements can be used to determine that the TOR to MRP is not carried out unless a number of condition are met.















Availability Check & Transfer of Requirements configuration in SD

Availability Check & Transfer of Requirements configuration in sd

When a customer places an order for a material and requests that the material be delivered to him on a specific date. This delivery date can only be confirmed after ensuring the material availability after considering all the inward as well as out ward stock movements

The availability check shall happen and take into account the respective activities that must be carried before a delivery can take place

Similarly the procurement department is also to be informed on the quantities which sales require to be able to deliver against the orders received. This information can trigger production orders for manufacture

If sufficient quantities are not available to cover the requirements, purchase orders, can be created in purchasing on the basis of transfer of requirements planning

The Availability Check and Requirement Transfer help to determine delivery date for a customer
These also help in determining whether the goods are ready or to be produced or to be procured externally

We need to ensure that when availability check  fails, i.e., when the requested delivery date cannot be met from the nearest distribution center, then to check in other centers if goods delivery is possible from one of these centers.

Another important factor to be taken into account is that some customers might be preferred customers and if availability check fails, provision should be in place to release goods already reserved for some customer order

Availability Check – Overview

  • Types of Availability Check
  • Scope of the Availability Check
  • Availability Check in Sales Order
  • Control of Availability Check


There are three types of Availability check

Check on the basis of Available To Promise (ATP) Quantities

 The ATP quantity is calculated from the warehouse stock, the planned inward movements of stock (production orders, purchase orders, planned orders) and the planned outward movements of stock (Sales Orders, deliveries, reservations). This type of check performed dynamically in the transaction. Planned independent requirement are not taken into account here   
   
Check against product allocation

Product allocation facilitates period-based distribution of products for certain customers or regions. This type of check is useful in a cases, for example, the production is very low, customer requirement is high

Check against planning

The check against planning is performed against independent requirements which are usually created for an ‘anonymous’ market rather than being customer specific.

Scope of the Availability Check

The following elements can be included in the availability check:

  • Stock: Safety stock, Stock in transfer, Stock in quality inspection, blocked stock
  • Inward movement of goods: Purchase orders, Purchase requisitions, Planned orders, and Production orders
  • Outward movement of goods: Reservations, Dependent reservations and requirements,  sales and delivery requirements


Availability Check – Sales Order            

When you create an order, the system determines the required material availability date on the basis of the customer’s requested delivery date. On this date you must begin picking, packing and loading the goods. Therefore this is the date of significance for requirements planning on which the availability check should be checked

The following data is required for determining this date:

  • Route from the shipping point to the ship to party
  • Shipping point from which the goods are issued
  • Loading group from the material master record
  • Weight group determined from the order using the order quantity
  • Control of Availability Check


The control features specific to Sales and Distribution are:

  1. Checking group: It controls whether the system is to create individual or collective requirements in sales and shipping processing.The checking group can also be used to deactivate the availability check. It is proposed in the material master record on the basis of the material type and the plant, and copied into the sales documents
  2. Checking Rule: The use of Checking rule to control the scope of the availability check for each transaction in sales and distribution. You also specify the check should including or excluding replenishment lead time
  3. Schedule line category: Schedule line category controls whether an availability check and transfer of requirements should be carried out in the sales documents
  4. Delivery item category: The delivery item category can be used to control whether an availability check takes place in deliveries.


Prerequisites for Availability Check

  • Requirement Classes


Menu Path: IMGà Sales & Distributionà  Basic Functionsà Availability Check & TORà TOR à Define Requirement Classes

The availability check must be switched on at the requirements class level



  •  Schedule line category level

In order to have availability check in the sales document, the indicator must be set at the schedule line category level.

Menu Path: Display IMGà Sales & Distributionà  Salesà Sales Documentsà Schedule Linesà Define Schedule Line Categories



  • Requirement Types


A requirements type must exist by which the requirements class can be found

Menu Path: Display IMGà Sales & Distributionà  Basic Functionsà Availability Check & TORà TOR à Define Requirement Types




Availability Check – Configuration

  • Define Checking Groups:


IMGà Sales & Distributionà  Basic Functionsà Availability Check & TORà Availability Checkà Availability Check with ATP Logic or Against Planningà Define Checking Groups

Use standard SAP checking group “01” for daily requirements and 02 for individual requirements. In order to create new group, copy an existing group, change the name (ensure that the name starts with “Z”) and description to your preference



  • Defining Material Block for other users


IMGà Sales & Distributionà  Basic Functionsà Availability Check & TORà Availability Checkà Availability Check with ATP Logic or Against Planningà Define Material Block For Other Users

Tick the “Block” checkbox to block a  particular material from being checked for availability if it is being checked at the same time by another user. This ensures two users cannot confirm the same quantity for the same material at the same time.



  • Control of Availability Check


IMGà Sales & Distributionà  Basic Functionsà Availability Check & TORà Availability Checkà Availability Check with ATP Logic or Against Planningà Carry Out Control For Availability Check




  • Determining the Procedure for Each Delivery Item Category


IMGà Sales & Distributionà  Basic Functionsà Availability Check & TORà Availability Checkà Availability Check with ATP Logic or Against Planningà Determine Procedure For Each Delivery Item Category


  • Determining the Procedure for Each Delivery Item Category

we have the option for switching off availability check. This option is used for return items.


Defining the Default Settings

IMGà Sales & Distributionà  Basic Functionsà Availability Check & TORà Availability Checkà Availability Check with ATP Logic or Against Planningà Define Default Settings

Here we define default setting for each sales area.




Master data setups for availability check

SAP Menuà Sales & Distributionà  Master Dataà Productsà Materialà Trading Goodsà MM01 – Create

A checking group must be defined in the “Availability Check” field in the “MRP 3” screen of the material master.




Plant must be assign with sales order

A plant must be determined in the sales order for the line item. It can either be proposed from the customer material info or customer master or material master or can be proposed manually in the document

SAP Menu -> Logistics -> Sales & Distribution -> Sales ->Order -> VA01 -Create




SAP Basis Functions Overview