Exercise Objectives
After completing this exercise, you will be able to: • Understand the shortage check concept • Activate the shortage check
Business Example
To avoid shortages, you want to include cumulated requirements and confirmed cumulated requirements when you carry out the ATP check.
Task:
Now process the shortage check. You will first trigger a shortage situation and then create an order. Because you have not activated the shortage check yet, you will receive a confirmation in the sales order that is NOT realistic. Once you have activated the shortage check in Customizing, the system recognizes the shortage when you create an order and cannot confirm it.
1. Now process the shortage check. To do so, first undo the changes that you made to the “availability check control” for test purposes.
2. Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. To do so, call the “Availability Overview” transaction.
Material T-AC2##
Plant 1200
Checking Rule A
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1200/Storage
location 0001
Today Plant 1200/Storage
One month from today Plant 1200
One month from today Plant 1200/Storage location 0001 One month from today Plant 1200/Storage
location 0002
3. Create a standard order. On which date can the order item be confirmed? Why?
Order Type OR
Sold-to Party T-L64A##
PO Number ## Order 6
Requested Delivery Date One week from today
Delivery Plant 1200 Material T-AC2## Order Quantity 200 ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Accept the delivery proposal and save the order. Make a note of the document number.
Document number:______________________________________________ 4. Now change the planned inbound delivery date of your purchase order from
exercise 3, task 1, step 1. Set the new delivery date to today in two months. 5. Now check the ATP quantity for material T-AC2## in plant 1200 Dresden.
To do so, call the transaction “Availability Overview”.
Material T-AC2##
Plant 1200
Checking Rule A
Date Location Cumulated ATP Quantity
Today Plant 1200
Today Plant 1200/Storage
location 0001
Today Plant 1200/Storage
location 0002 One month from today Plant 1200
One month from today Plant 1200/Storage location 0001 One month from today Plant 1200/Storage
location 0002 6. In this case, enter a new order.
Order Type OR
Sold-to Party T-L64A##
PO Number ## Order 7
Requested Delivery Date Today plus 3 months
Delivery Plant 1200
Material T-AC2##
Order Quantity 200
Can the required date of the order item be confirmed?
___________________________________________________________ ___________________________________________________________ Why?
___________________________________________________________ ___________________________________________________________ Does this make sense?
___________________________________________________________ ___________________________________________________________ Do not save the order.
8. Now enter the order again.
Order Type OR
Sold-to Party T-L64A##
PO Number ## Order 8
Requested Delivery Date Today plus 3 months
Delivery Plant 1200
Material T-AC2##
Order Quantity 200
When the shortage check is active, can another order with material T-AC2## in plant 1200 Dresden be confirmed in this ATP situation?
___________________________________________________________ Leave order processing without saving.
Solution 4: Shortage Check
Task:
Now process the shortage check. You will first trigger a shortage situation and then create an order. Because you have not activated the shortage check yet, you will receive a confirmation in the sales order that is NOT realistic. Once you have activated the shortage check in Customizing, the system recognizes the shortage when you create an order and cannot confirm it.
1. Now process the shortage check. To do so, first undo the changes that you made to the “availability check control” for test purposes.
a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Carry Out Control For Availability Check
First select the row containing checking group ##+50 and checking rule A. Choose Goto → Details.
b) Select the fields Incl. Purch. Requisitions, Incl. Purchase Orders, and
Check Without RLT. Deselect the No Stor. Loc. Inspectn field.
c) On the screen “Change View “Availability Check Control”: Details”, choose Table View → Save.
d) On the screen “Change View “Availability Check Control”: Details”, choose Goto → Other Entry.
Avail. Check ##+50
Checking Rule B
Confirm your entries with Enter.
e) On the screen “Change View “Availability Check Control”: Details”, select the fields Incl. Purch. Requisitions and Incl. Purchase Orders. Deselect the No Stor. Loc. Inspectn field.
f) On the screen “Change View “Availability Check Control”: Details”, choose Table View → Save.
2. Check the cumulated ATP quantity of material T-AC2## in plant 1200 Dresden. To do so, call the “Availability Overview” transaction.
Material T-AC2##
Plant 1200
Checking Rule A
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1200/Storage
location 0001
Today Plant 1200/Storage
location 0002
One month from today Plant 1200
One month from today Plant 1200/Storage location 0001 One month from today Plant 1200/Storage
location 0002
a) Logistics → Sales and Distribution → Sales → Environment → Availability Overview b) Material T-AC2## Plant 1200 Checking Rule A “Enter” c)
Date Location Cumulated ATP
Quantity
Today Plant 1200 0
Today Plant 1200/Storage
location 0001
100
Today Plant 1200/Storage
location 0002
50 Approximately one
month from today
Plant 1200 200
Approximately one month from today
Plant 1200/Storage location 0001
100 Approximately one
month from today
Plant 1200/Storage location 0002
50
3. Create a standard order. On which date can the order item be confirmed? Why?
Order Type OR
Sold-to Party T-L64A##
Requested Delivery Date One week from today Delivery Plant 1200 Material T-AC2## Order Quantity 200 ___________________________________________________________ ___________________________________________________________ Why? ___________________________________________________________ ___________________________________________________________ Accept the delivery proposal and save the order. Make a note of the document number.
Document number:______________________________________________ a) Logistics → Sales and Distribution → Sales → Order → Create
Order Type OR
Sold-to Party T-L64A##
PO Number ## Order 6
Requested Delivery Date One week from today
Delivery Plant 1200
Material T-AC2##
Order Quantity 200
The requested date for the order item cannot be confirmed. The system proposes a delivery of 200 pieces after the planned delivery of the purchase order (see the “Availability Overview” screen).
The cumulated ATP quantity for the required date in plant 1200 Dresden is zero. The purchase order delivers an ATP quantity of 200 pieces for the planned inbound delivery date in approximately one month. b) On the Availability Control screen, select the delivery proposal. To do
so, choose Edit → Delivery Proposal.
c) On the Create Standard Order: Overview screen, choose Sales
Document → Save.
Document num-
ber:__________________________________________________
4. Now change the planned inbound delivery date of your purchase order from exercise 3, task 1, step 1. Set the new delivery date to today in two months. a) Logistics → Materials Management → Purchasing → Purchase Order
→ Change. Your purchase order is displayed in change mode. If this is
not the case, choose: Purchase Order → Other Purchase Order and enter the purchase order number from exercise 3, task 1, step 1 in the
Pur. Order field. Then choose Other Document.
b) In the Deliv. Date field, enter today in two months. c) Purchase Order → Save.
5. Now check the ATP quantity for material T-AC2## in plant 1200 Dresden. To do so, call the transaction “Availability Overview”.
Material T-AC2##
Plant 1200
Checking Rule A
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1200/Storage
location 0001
Today Plant 1200/Storage
One month from today Plant 1200
One month from today Plant 1200/Storage location 0001 One month from today Plant 1200/Storage
location 0002
a) Logistics → Sales and Distribution → Sales → Environment → Availability Overview b) Material T-AC2## Plant 1200 Checking Rule A Enter c)
Date Location Cumulated ATP
Quantity
Today Plant 1200 0
Today Plant 1200/Storage
location 0001
100
Today Plant 1200/Storage
location 0002
50 Approximately one
month from today
Plant 1200 minus 200
Approximately one month from today
Plant 1200/Storage location 0001
100 Approximately one
month from today
Plant 1200/Storage location 0002
50
6. In this case, enter a new order.
Order Type OR
Sold-to Party T-L64A##
PO Number ## Order 7
Requested Delivery Date Today plus 3 months
Delivery Plant 1200
Material T-AC2##
Order Quantity 200
Can the required date of the order item be confirmed?
___________________________________________________________ ___________________________________________________________ Why?
___________________________________________________________ ___________________________________________________________ Does this make sense?
___________________________________________________________ ___________________________________________________________
Do not save the order.
a) Logistics → Sales and Distribution → Sales → Order → Create
Order Type OR
Sold-to Party T-L64A##
PO Number ## Order 7
Requested Delivery Date Today plus 3 months
Delivery Plant 1200
Material T-AC2##
Order Quantity 200
Can the required quantity be confirmed for the required delivery date? Yes
Why? Due to the ATP quantity of the purchase order with a delivery date of today in 2 months.
Does this make sense? No, because after this order has been confirmed, the total confirmed quantity would be larger than the stock and planned receipts. As a result, it is not possible to guarantee supplier confirmations. Currently, the shortage check is not active.
b) On the Create Standard Order: Overview screen, choose Sales
Document → Exit.
c) When prompted to save the data, choose No.
7. Now activate the shortage check for checking group ##+50.
a) IMG path: Sales and Distribution → Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Availability Check with ATP Logic or Against Planning → Define Checking Groups.
Select checking group ##+50. In the Accumul. field, enter 3 to activate the shortage check.
b) On the screen “Change View “Availability Check Control”: Overview”, choose Table View → Save.
8. Now enter the order again.
Order Type OR
Sold-to Party T-L64A##
PO Number ## Order 8
Requested Delivery Date Today plus 3 months
Delivery Plant 1200
Material T-AC2##
Order Quantity 200
When the shortage check is active, can another order with material T-AC2## in plant 1200 Dresden be confirmed in this ATP situation?
___________________________________________________________ Leave order processing without saving.
a) Logistics → Sales and Distribution → Sales → Order → Create
Order Type OR
Sold-to Party T-L64A##
PO Number ## Order 8
Requested Delivery Date Today plus 3 months
Delivery Plant 1200
Material T-AC2##
Order Quantity 200
When the shortage check is active, can another order with material T-AC2## in plant 1200 Dresden be confirmed in this ATP situation? No
b) On the Create Standard Order: Overview screen, choose Sales
Document → Exit.
Lesson Summary
You should now be able to:
• Understand the concept of the ATP check • Explain the fundamentals of the ATP check • Activate the ATP check in Sales and Distribution
• Explain the specific aspects of the ATP check in Sales and Distribution • Configure the Customizing settings for the ATP check
Lesson: ATP Check in Manufacturing
Lesson Overview
This lesson covers the availability check for material components as part of production orders. It will present the concept of component availability, configuration options, and how to interpret the results.
Lesson Objectives
After completing this lesson, you will be able to:
• Explain how the availability check for material components is carried out and controlled on the basis of the ATP quantity
• Interpret the results of the availability check
Business Example
Before you release a production order, you must ensure that all necessary resources are available for production. In production orders, you can check the availability of material components.
ATP Check in Shop Floor Control
Figure 33: ATP Check in the Production Order
Availability checks can be started manually or automatically. An automatic availability check can be carried out both when you create and when you release an order. In addition, availability can be checked automatically when you save the order. In the Customizing settings, you specify whether an automatic check is to be carried out for each production order type and plant. A manual availability check can be carried out at any time.
You can check the availability of materials for the entire order or for individual material components. The single check can be carried out in the component overview, the missing parts overview, and the missing parts list.
With mass processing of production orders, you can check the availability of materials for multiple orders at the same time. In this collective availability check, the respective orders are always checked in full.
If material components are not available on the requirement dates, the production order is assigned the status “Missing Material.” The unavailable components are assigned the status “Missing Part.” In addition, the quantity available on the requirement date is compared to the requirement quantity and a “confirmation date” is calculated for the complete requirement quantity.
Note: Availability of material components can also be checked in the
SAP system as part of requirements planning in the planned order. When doing so, you can check the availability of a planned order or check the collective availability of multiple planned orders at the same time. When you convert planned orders to production orders, you can use the availability situation of the planned orders as a selection criterion.
Configuring the ATP Check for the Production Order
Figure 34: Customizing for the ATP Check for Production Orders
In the “Define Checking Control” Customizing table, you can define the checking control of the production orders as part of the availability check, depending on the operation (1 = create production order and 2 = release production order), the type of production order, and the plant.
In particular, you decide which availability check method you want to use to check component availability. Availability can be checked on the basis of the ATP quantity or planned independent requirements. If you use the ATP method for the availability check, assign the checking rule in this table. The checking rule, together with the checking group from the material master of the component, determines the scope of the check (ATP quantity calculation and check with or without the replenishment lead time). In addition, you specify for each operation in the checking control whether availability is to be checked automatically. For the “create” operation, you can also specify whether a planned order can be converted to a production order in collective conversion if there is a shortage of material.
For the “release” operation, you can specify whether a production order can be released even though there is a shortage of material.
You also specify here whether availability should be checked automatically when you save a production order after having made a relevant change.
Note: The checking rule for the availability check of planned orders is
defined for each plant when the plant parameters are maintained.
Figure 35: Partial vs Full Confirmation Logic
In the production scheduling profile, you decide whether the ATP check is to be carried out in the production order according to full or partial confirmation logic. You can assign a production scheduling profile to a material (work scheduling screen in the material master record) or to the production scheduler (Customizing). The assignment to the material takes priority. The production scheduling profile is copied to the production order when the order is created.
Full confirmation logic: In general, the system attempts to confirm the entire
requirement quantity of a component if the ATP quantity allows. When full confirmation logic is used, all components are therefore confirmed according to their availability.
Partial confirmation logic: If you want to make sure that only the quantities
required in production are confirmed, you can use a partial quantity confirmation. When a partial quantity confirmation is used, all components are confirmed in relation to their quantity. All of the checked components then receive a confirmed quantity in the amount of the component with the lowest, relative confirmed quantity (confirmation factor).
Interpreting the Results of the Availability Check
Figure 36: Evaluating the Results of the ATP Check
The following locations provide information about the result of the availability check:
• Availability log: This contains the result of the check (that is, whether all
components are available), a list of missing parts, and a list of reservations that could not be checked (for example, because the material master data was not maintained).
The log is not saved if you leave order processing.
• Missing parts list: This lists missing parts, reservations that could not be
checked (for example, because material master data was not maintained), all checked components, and the date on which other components are available. The missing parts list is not saved if you leave order processing.
• Missing parts overview: This contains a list of missing parts, enables
you to process them (for example, by changing the requirement quantity or issue storage location), and provides the date on which all components are available.
The missing parts overview always displays the results of the latest availability check, regardless of whether you have left order processing