Unit: Requirements Planning Topic: Allocation

At the conclusion of these exercises, you will be able to:

• Make the Customizing settings for an allocation table type and allocation rule type.

• Create quota scales • Create a site group • Create an allocation rule • Create an allocation table • Carry out notification

• Generate follow-on documents for the allocation table

You want to use an allocation to procure the generic article “Cotton T- shirt” and distribute this among a group of stores. To do this, you define quota scales and create an allocation table for the situation “Procurement via a distribution center”. You also define and use an allocation rule.

4-1 In Customizing, create an new allocation rule type AR## as a copy of allocation rule

type 0001. Give it the description "Allocation rule type ##". Define the following

parameters:

4-1-1 The shares should always be determined using ratios.

Make a note of the indicator for this: ______

4-1-2 When site quantities are calculated as a proportion of the total quantities and

rounding is required, the value should be rounded down. Indicator: ______

4-1-3 If there are remaining quantities, these should be assigned to the site with the

I n t e r n a l U s e S A P P a r t n e r O n l y

4-2 In Customizing, create a new allocation table type AT## with the description

"Allocation table type ##" for the allocation table you are going to create. Copy standard allocation table type 0001 and define thefollowing parameters:

4-2-1 The item category is to apply to the business situation “Procurement via a

distribution center”. Indicator: ______

4-2-2 Make a note of the indicators for rounding adopted from the reference

allocation table type: _______

and for distribution of remaining quantities: _______

4-2-3 Select the allocation table notification as the notification category.

Indicator: ______

4-2-4 Generic articles should be distributed automatically among sites using the

two-step method and quota scales. Indicator: ______

(Adopt the values of the other parameters from the reference allocation table type)

4-3 (Optional) In Customizing, display the definition of the Allocation table item

categories that control “Procurement via a distribution center”.

4-3-1 Can a vendor order be generated as a follow-on document, and which site

category is defined as the inbound delivery?

______________________________________________________

4-3-2 How is stock transfer of the merchandise from the DC to the sites authorized?

______________________________________________________

4-3-3 What kinds of supply sources are determined?

______________________________________________________

I n t e r n a l U s e S A P P a r t n e r O n l y

4-4 In future, you want to use a fixed distribution key for the characteristics “Color” and

“Size” for the generic article. Therefore, create a quota scale for each of these characteristics.

4-4-1 For characteristic R_UUS01 create quota scale QL1## using value scale

R_UUS01. Call the quota scale "Quota scale for sizes ##".

4-4-2 Assign the following quotas for quota scale QL1##:

Characteristic value Quota

small 1 medium 2 large 1

4-4-3 Save the quota scale.

4-4-4 For characteristic R_COL01create quota scale QL2## using value scale

R_COL01. Call the quota scale "Quota scale for colors ##".

4-4-5 Assign the following quotas for quota scale QL2##:

Characteristic value Quota

red 1 blue 1 white 2

4-4-6 Save the quota scale.

4-5 Now create a store group. On the Retailing screen, choose: Master data

→

Site data

→

Grouping

→

Allocation table

→

Create.

Choose class type 030 (site grouping). In this step, you only create the header data for the site group.

4-5-1 Create site group BG## with the description “Store group allocation table

##”.

4-5-2 Save your site group.

I n t e r n a l U s e S A P P a r t n e r O n l y

4-6 Create a new allocation rule.

4-6-1 The allocation rule type is Allocation rule type AR## as previously

configured by you. Enter purchasing organization R300 and purchasing

group R31.

4-6-2 The number of the allocation rule is AAR## and the description "Allocation

rule group ##".

4-6-3 Enter site group BG## as the site group.

4-6-4 Go to the detailed view for the sites.

Sites R311 to R314 each have one share, site T1## has two shares.

4-6-5 Confirm your entries and confirm the prompt relating to fixing the allocation

rule by choosing “Yes”.

4-6-6 Save your allocation rule.

4-7 Create an allocation table with the allocation table type AT## (purchasing

organization R300, purchasing group R31). Enter the description "Allocation table

group ##". (The number of the allocation table is assigned internally)

4-7-1 Enter the 3rd_{of two months from now as the Delivery date. If this is not a}

work day, enter the next valid work day.

4-7-2 The goods are to be delivered to the distribution center two days before the

delivery date for the stores. If this is not a working day, enter the working day that falls immediately before it.

4-7-3 Which item category does the system suggest for each item in the item

overview, and which control parameter determines this?

_____________________________________________________

4-7-4 You want to order 960 pieces of the “Cotton T-Shirts” (R100033) and

distribute these among the stores using allocation rule AAR##. Confirm your entries.

Important: If more than one quota scale is valid for each

characteristic, the system displays a dialog box in which you must select the quota scale you created earlier.

Confirm the prompt relating to the quota scale validity with “All sites”.

I n t e r n a l U s e S A P P a r t n e r O n l y

4-7-5 Which quantities to be ordered and distributed does the system propose for

the variants?

Char. values small medium large

red

blue white Go back to the item overview.

4-7-6* (Optional) Go to the detailed data for an item. What calculation rules does the system propose for rounding and allocation of remaining quantities?

______________________________________________________ ______________________________________________________

Compare these settings with those for the allocation rule type and allocation table type. Which settings have priority?

______________________________________________________

4-7-7 Display an overview of the sites for the header article.

How many t-shirts does store T1## receive?

______________________________________________________

4-7-8 On the details screen, find out whether a distribution center for supplying the

individual sites is entered in the delivery data.

(Stores R311-R314 should be supplied by distribution center R301, store

T1## by DC T7##. If this is not the case, change the delivery data using the

fast entry function on the item overview screen.)

4-7-9 Display an overview of the DCs for a variant.

Which external vendor does the system suggest as the supply source? _________________________________________

If the system does not suggest a vendor, because there is more than one valid vendor for example, you can use fast change function to find/enter a vendor:

Select the item, and choose, Edit

_→

More functions

_→

Fast

change

→

Distribution center, select the vendor and enter

I n t e r n a l U s e S A P P a r t n e r O n l y

4-7-11 Save the allocation table and make a note of its number:

______________________________________________________ If, when you save, the system displays a message informing you that warnings or errors exist even though the allocation table is complete, ignore them and save the allocation table.

4-8 You have now created your allocation table and want to notify store T1## of the

quantities. To do this, create an allocation table notification by choosing Allocation

table

→

Site communication

→

Create notification.

Important: When doing this, make sure that you only create

the notification for your store T1##.

4-8-1 Enter output type RTA1 (allocation table notification), transmission medium

1 (printout), site T1## and your allocation table (cf.. 4-7-11).

4-8-2 Display the allocation table notification for the store. To do this, choose

System

→

Services

→

Output control. Choose Selection

→

Execute. Select

the spool request and choose Goto

→

Display request

→

Content.

4-9 You now want to order the t-shirts from the vendor for the DC in question.

Important: When doing this, make sure that you only

generate follow-on documents for your allocation table.

Go to the allocation table display. Select the items and choose Allocation table

→

Generate follow-on documents

→

Vend. order.

4-9-1 Generate the vendor orders for all items. How many purchase orders are

created?

_____________________________________________________ Go from the worklist to the purchase order by double clicking.

4-9-2 Make a note of the number of the purchase order.

______________________________________________________

I n t e r n a l U s e S A P P a r t n e r O n l y

4-10 (Optional) You also want to generate the purchase orders from the stores to the

distribution centers as follow-on documents. Carry out this step in display mode for the

allocation table. Select all items and choose Allocation table

→

Generate follow-on

documents

→

Warehouse order.

4-10-1 What split criteria can you have the system use to generate purchase orders? ___________________________________________________________ ___________________________________________________________ 4-10-2 Generate the warehouse orders for all items.

4-10-3 How many warehouse orders were generated?

___________________________________________________________ 4-11 (Optional) You want to display the status of the allocation table and the purchase orders

generated as allocation table follow-on documents. Go to the allocation table display. 4-11-1 What is the status of the allocation table at header level?

______________________________________________________ 4-11-2 How can you display the follow-on documents that were generated?

I n t e r n a l U s e S A P P a r t n e r O n l y

Solutions

Unit: Requirements Planning

Topic: Requirements Planning

The Solutions are based on the following assumptions:

• You are on the SAP Retail initial screen (transaction W10T). You should enter this transaction as the start menu in your user

parameters.:

System

→

User profile

→

Own data,

on the 'Defaults' view, enter ‘W10T’ as the StartMenu.

• If the term Retailing is written before a path, you are in the SAP

Retailing menu, the SAP Retail application menu (transaction

W10M).

You get here from SAP Easy Access SAP Retail by choosing

Logistics

→

Retailing

• If the term IMG is written before a path, you are in the

Implementation Guide of the R/3 System, where you can make Customizing settings.

You get here from SAP Easy Access SAP Retail by choosing

Tools

→

AcceleratedSAP

→

Customizing

→

Edit project

→

Display SAP Reference IMG (F5)

or the transaction

NSPRO

_→

1-1

1-1-1 Retailing: Master data

→

Site data

→

Site

→

Change

The “RP” indicator on the Listing/req. plng subscreen must be active.

1-1-2 Master data

→

Article data

→

Article

→

Change

Choose the Logistics: Distribution center view, [Enter]

1-1-3 RP type R1 (time-phased planning)

1-1-4 RP type R2 (time-phased planning with automatic reorder point)

1-1-5 Lot size EX (lot-for-lot (exact))

1-1-6 Planning cycle 001 (Ordered Monday)

Delivery cycle 002 (Goods receipt Friday)

1-1-7 Forecast model D (constant model)

1-1-8 Period indicator W (weekly)

1-1-9 Button [RP/forecast data]:

Number of historical periods for forecast: 60

I n t e r n a l U s e S A P P a r t n e r O n l y

1-1-10 Button [RP/forecast data]:

Forecast periods: 12

1-1-11 Open new session:

IMG: Materials Management

→

Consumption-Based Planning

→

Master Data

_→

Check RP types

Select R2 and choose [Details]

The safety stock is not calculated for R2 (the box is not selected). 1-1-12 Go back to the original session:

[Back] to view Logistics: DC

Button [Consumption values] Exit and repeat for TA04## 1-1-13 Forecast model T (trend model)

Button [RP/forecast data]:

Number of historical consumption values for forecast: 10

1-1-14 Confirm dialog boxes by choosing button [Execute forecast] twice and

[Enter]

1-1-15 Article

→

Save

Repeat for TA04## 1-2

1-2-1 IMG: Materials Management

→

Consumption-Based Planning

→

Master

Data

→

Maintain Planning Calendar Create PPC Planning Calendar

Site T7##

Planning calendar 8##

[Enter]

Enter description

If period start is not a workday: Choose Previous working day

Edit

→

Calculate periods: Choose Weeks (week days)

Field group Calculation rule for period specification: choose 4 (Thursday)

Edit

→

Calculate periods: today through end of year [Enter]

Planning calendar

→

Save

1-2-2 Retailing: Master data

→

Article data

→

Article

→

Change

View Logistics data Distribution center, [Enter] Button [RP/forecast data]

I n t e r n a l U s e S A P P a r t n e r O n l y

1-3

1-3-1 Purchasing

→

Requirements planning

→

Requirements planning

→

RP list

→

Individual display and

Purchasing

→

Requirements planning

→

Requirements planning

→

Stock requirements list

Enter the article and site each time, [Enter]

[Back]

1-3-2 Requirements planning

→

Plan by vendor

Field name or type of data Values

Vendor TS1##

Purch. organization R300

Site T7##

Field group Process control parameters: choose “Display of selected articles”

2x [Enter]

1-3-3 Select articles TA03## and TA04## one after the other in the list

Requirements planning

→

Interactive planning

Current stock: Column Available Quantity in row Stock

Determined requirement quantity: Column Rec./reqd qty in line PReq No. of the created purchase requisition: Column Data for RP element in line PReq

Delivery date of purchase requisition: Column Date in line PReq

Planning

→

Save for the next article.

1-3-4 Planning

→

Save

1-3-5 Requirements planning

→

RP list

→

Individual display and

Requirements planning

→

Stock requirements list

I n t e r n a l U s e S A P P a r t n e r O n l y

1-4*

1-4-1 Purchasing

→

Requirements planning

→

Profile

→

Forecast profile

→

Create

Number P0##, [Enter], description “Forecast profile group ##”

Select the fields Number of historical periods, Forecast model, and Number of

forecast periods, as write-protected, and the Number of periods for initialization as a default value.

Button [Data screen], enter values Forecast model, Historical periods,

Periods for Init. as per exercise

Profile

→

Save, [Back]

1-4-2 Purchasing

_→

Requirements planning

_→

Profile

_→

Planning profile

_→

Create

Number D0##, [Enter], and description “RP profile group##'

Select the fields Stock planner and Planned delivery time in days as write- protected.

Button [Data screen 1], enter values Stock planner and Planned delivery time as per exercises

Profile

→

Save, [Back]

1-4-3 Master data

→

Article data

→

Article

→

Create

Article: TA29##

Article type: Trading goods

Merchandise category: R1133 Article category: Single article

Distribution center: T7##

Reference article: TA03##

Select views Basic data and Logistics: Distribution Center, [Enter] Note: Press [Enter] to confirm any warnings

View Logistics: Distribution Center Button [RP profile]; assignment of D0## Button [Forecast profile]; assignment of P0##

Article

_→

Save

1-4-4 Purchasing

→

Requirements planning

→

Profile

→

Planning profile

→

Change

If you change the RP profile, the system must check all articles to which this profile is assigned. For runtime reasons, this is not done as soon as the profile is changed. Instead, it is scheduled as a background job.

I n t e r n a l U s e S A P P a r t n e r O n l y

Solutions

Unit: Requirements Planning

Topic: Investment Buying

2-1

2-1-1 Retailing: Master data

_→

Site data

_→

Site

_→

Change

Site: T7##

Tab: Purchasing/Distribution Field: ROI required

Value: 20 Save data

2-1-2 Master data → Article data

→

Article

_→

Change

Article: TA03##

Purchasing organization: R300

Vendor: TS1##

Select Purchasing view Button [Conditions]

Select period that starts 7 days from now Button [New validity period]

Increase price to 5 USD/CAR

Article

_→

Save

2-1-3 Open a new session:

IMG: Materials Management

→

Purchasing

→

Order Optimizing

→

Investment Buying

→

Parameters for PO-Based Load Building and Investment Buying

Column: No. days price

2-1-4 Retailing: Master data

→

Site data

→

Site

→

Change

Enter site T7##, Customizing

→

For site

Field group Inventory management: Storage location determination Columns: Offc/facty exp., enter 50 (USD will default) after pressing Enter

2-1-5 Master data

→

Article data

→

Article

→

Change

View: Basic data

Field group: Units of measurement/EANs/dimensions Table columns: Volume, Volume unit

2-1-6 Master data

→

Site data

→

Site

→

Change

Customizing

→

For site

Field group Reqmnts planning Warehouse costs for RP lot size Button [New entries] as per exercise

Save

I n t e r n a l U s e S A P P a r t n e r O n l y

2-1-7 Master data

→

Article data

→

Article

→

Change

View: Logistics: Distribution Center (for DC T7##) Button: [RP/forecast data]

Field group: Lot-size data Field: Storage cost indicator. 2

2-1-8 Field: Lot-size independent costs 1

[Back]

Article

→

Save

2-1-9 Master data

→

Article data

→

Article

→

Change

View: Logistics: Distribution Center (for DC T7##) Button: [Forecast values]

2-1-10 View: Basic data

Field group: Expiration date Field: Tot. shelf life.

2-1-11 Master data

→

Vendor data

→

Edit vendors

→

Vendor

→

Change

→

Purchasing (immed.)

Subscreen: Purchasing organization data Field Purchasing data, [Enter]

Subscreen: Conditions

Field: Terms of paymnt; 0001 – Payable immediately due net..

2-1-12 IMG: Materials Management

→

Purchasing

→

Order Optimizing

→

Investment Buying

_→

Parameters for PO-Based Load Building and Investment Buying

See column Max. range/cov. 2-2

2-2-1 Retailing: Master data

_→

Article data

_→

Article

_→

Change

View: Purchasing, [Enter]

Button: [Conditions], double click on a period Button: [Validity periods]

2-2-2 Purchasing

→

Purchase order

→

Environment

→

Return on investment.

Vendor: TS1##

Purchasing organization: R300

Article: TA03##

Site: T7##

I n t e r n a l U s e S A P P a r t n e r O n l y

Solutions

Unit: Requirements Planning

Topic: Replenishment

3-1 Retailing: Sales

→

Replenishment

→

Overview

→

Parameters

Field name or type of data Values

Recipient T2##

Program

→

Execute

3-1-1 The RP type is found in the column RPType. The articles R100000 and

R100008 have the RP type RP.

3-1-2 The following values are maintained:

R100000 R100008

stock 70 0

Target stock 1500 1000

Reorder point 300 700

Safety stock 250 250

3-1-3 Replenishment-based inventory management is active for the articles for

which the fields in columns Replen.IM and CorrectRS are selected.

3-1-4 Replenishment-based inventory management is active for article R100008.

3-1-5 For a definition of the reorder point, put the cursor on the Reorder point field

and choose [F1].

3-1-6* Double click on field T2##

Extras

→

Merchandise categories

Inventory management on a value-only basis is defined for merchandise category R1121 (field in column M is selected). Stock is posted to merchandise category article R1121 (column MC article).

Because of this setting, the stock for the articles in this merchandise category are managed in stock on a value-only, not a quantity and value basis, meaning the stocks of all articles in the merchandise category are added together.

3-1-7 Master data

→

Site data

→

Site

→

Display

Tab POS,

The POS inbound profile is CO00

I n t e r n a l U s e S A P P a r t n e r O n l y

3-1-8 (open new session if required)

IMG: Materials Management _→ Consumption-Based Planning _→

Replenishment Control → Follow-On Documents (via Store Order)

Choose CO00, Button [Details]:

'Default doc. category, int. replenishment' = 3, meaning (stock transfer) orders are created (because of additional settings 'Default order doc. type' = UB). (go back to original session if necessary)

3-2 Retailing: Sales

→

Replenishment

→

Replenishment Planning

→

Execute

Field name or type of data Values

Recipient T2##

Articles R100000

to R100008

Program

→

Execute

3-2-1

3-2-2 Replenishment requirements

→

Generate follow-on documents

Confirm the dialog box by choosing [Enter] Double click number of Pur.order

Order type: UB (stock transport order)

Supplying site: T7##

3-3 Retailing: Sales

→

Replenishment Overview

→

Parameters

Field name or type of data Values

Recipient T2##

Program

→

Execute

3-3-1 Double click field T2##

Extras

→

Merchandise categories

Requirement group 02 is displayed for merchandise category R1111.

2x [Back] to the Replenishment parameter overview screen.

3-3-2 In the Replenishment parameter overview screen

Double click field R100000 Select Basic Data view [Enter]

I n t e r n a l U s e S A P P a r t n e r O n l y

Solutions

Unit: Requirements Planning

Topic: Allocation

4-1 IMG: Materials Management

→

Purchasing

→

Allocation

→

Allocation Rule

→

Allocation Rule Types

Select allocation rule type 0001 (if necessary), Edit

_→

Copy as...

Enter target entry: AR## (with ## = group number) with the description “Alloc. rule type ##”.

4-1-1 Quota category A

4-1-2 Rounding B

4-1-3 Split remainder C

Table view

_→

Save 2x [Back].

4-2 IMG: Materials Management

→

Purchasing

→

Allocation

→

Allocation Table

→

Allocation Table Types.

Select allocation table type 0001, Edit

→

Copy as...

Enter target entry: AT## (with ## = group number) with the description "Alloc. table type ##".

4-2-1 Field group Bus. Transaction, field Item category C

4-2-2 Field group Calc. Rules, field Rounding C and Split remainder B.

4-2-3 Field group Store communication, field Notification category B

4-2-4 Field group Generic art. Category, field Alloc. method 2

[Enter]

Table view

→

Save [Back]

I n t e r n a l U s e S A P P a r t n e r O n l y

4-3* (Optional)

IMG: Materials Management

→

Purchasing

→

Allocation

→

Allocation Table

→

Item Categories of Allocation Table

Select item category C, Goto

_→

Details.

4-3-1 Field group: Bus. transaction, Field: Vendor PO, indicator: 1 "PO via DC

(delivery to distribution center)".

4-3-2 Field group: Bus. transaction, Field: Stock transfer, indicator: 1 "Warehouse

order".

4-3-3 Field group: System support, Field: Supply source det., indicator: 1

"Distribution center and vendor ".

2x [Back]

4-4 Retailing: Master data

→

Merchandise category data

→

Characteristics

→

Value/Quota Scales

_→

Quota scale

_→

Create

4-4-1 Characteristic R_UUS01,

Value scale R_UUS01,

Quota scale QL1##, confirm with [Enter],

Description as per exercise.

4-4-2 Quotas as per exercise.

4-4-3 Quota scale

→

Save.

4-4-4 Characteristic R_COL01,

Value scale R_COL01,

Quota scale QL2## , confirm with [Enter],

Description as per exercise.

4-4-5 Quotas as per exercise.

4-4-6 Quota scale

→

Save.

[Back]

4-5 Retailing: Master data

→

Site data

→

Grouping

→

Allocation table

→

Create

Select class type 030 and confirm.

4-5-1 Class: BG## , confirm, or Class

→

Create;

Description as per exercise.

I n t e r n a l U s e S A P P a r t n e r O n l y

4-6 Retailing: Purchasing

→

Allocation

→

Allocation rule

→

Create.

4-6-1 Allocation rule type AR##, purchasing organization R300, purchasing group

R31, [Enter].

4-6-2 Allocation rule AAR##, description as per exercises.

4-6-3 Column: Base site grp BG##, [Enter].

4-6-4 Select item of site group, Goto

→

Sites.

Increase quotas of site T1## to two.

4-6-5 [Enter], confirm the query relating to fixing the allocation rule with yes,

[Back] or F3.

4-6-6 Save allocation rule; [Back]

4-7 Retailing: Purchasing

→

Allocation

→

Allocation table

→

Create.

Allocation table type AT## , organizational data as per exercise, [Enter], description as

per exercise.

4-7-1 Site delivery date: 03. of month after next or next valid working day; [Enter]

4-7-2 DC delivery date: 01. of month after next or at least 2 days before the site

delivery date; [Enter]

4-7-3 The system proposes the item category that was selected in the allocation

table type (cf. 4-2-1).

4-7-4 Article R100033, Plnd qty 960, unit of measure (Un) pc, allocation rule

AAR## ; [Enter].

Select quota scale QL1## or QL2##, confirm and select validity “All sites”.

In document IRT330_46C_Col13_NW (Page 105-126)