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