Post on 09-Feb-2016
description
SAP SCM 7.0
June 2011
English
SAP ERP Available-to-Promise for Global Available to Promise Check (S68)
SAP AGHasso-Plattner-Ring 769190 WalldorfGermany
Building Block Configuration Guide
SAP Best Practices SAP ERP Available-to-Promise for Global ATP Check (S68): Configuration Guide
Content
1 Purpose................................................................................................................................... 52 Preparation.............................................................................................................................. 5
2.1 Prerequisites.................................................................................................................. 53 Configuration........................................................................................................................... 5
3.1 SAP APO Global ATP Configuration in SAP ERP.........................................................53.1.1 Define Requirements Classes...................................................................................53.1.2 Define Requirements Types......................................................................................73.1.3 Define Strategy..........................................................................................................93.1.4 Define Strategy Group.............................................................................................103.1.5 Check Origin of Requirement Type in Requirement Type Determination................113.1.6 Define Checking Groups.........................................................................................123.1.7 Defining Material Block............................................................................................133.1.8 Carry out Control for Availability Check...................................................................143.1.9 Define Business Transaction...................................................................................153.1.10 Defining Sales Document Types.............................................................................163.1.11 Define Item Categories............................................................................................193.1.12 Assigning the Item Category...................................................................................203.1.13 Define Schedule Line Categories............................................................................283.1.14 Assign Schedule Line Categories............................................................................283.1.15 Define Default Settings for Availability Check..........................................................303.1.16 Maintain Copy Control for Sales Documents...........................................................31
1 PurposeThe purpose of this document is to describe the general configuration steps required to manually set up the configuration within the system landscape that has already been installed using the corresponding installation or configuration guides for installation.In detail this building block describes the configuration steps for setting up SAP Advanced Planning and Optimization (SAP APO) Global Available-to-Promise (Global ATP) processing in SAP ERP. As a result, the availability check of finished goods or trading goods during sales order entry, is no longer performed in SAP ERP but in SAP SCM.If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the Quick Guide of your SAP rapid-deployment solution that is attached to the SAP Note 1577698.This document supplements the existing Customizing documentation in the Implementation Guide (IMG) and provides additional information where required.
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2 Preparation2.1 PrerequisitesBefore adjusting the content, make sure that the automated content (BC-sets, eCATTs, Transports) has been imported in the system. Ensure that the system is compliant to the software requirements, stated in the Software Requirements document.Before you start installing this scenario, you must install the prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP ERP rapid-deployment solution for global available to promise check. You will find this document in the content library.For security reasons we strongly recommend to read the SAP Supply Chain Management 7.0 Security Guide. Especially have a look at chapter “Maintaining Authorizations for Available to Promise (ATP)” and set up the system accordingly. This guide can be found under http://service.sap.com/securityguide.
3 Configuration3.1 SAP APO Global ATP Configuration in SAP ERP3.1.1 Define Requirements Classes
UseRequirements classes are assigned to the requirement type and transferred later as the check mode in SAP SCM. In this activity, you create a new requirement class for each global ATP scenario that you want to use.The following scenarios can be implemented:
S60Global Available-to-Promise (Global ATP) with Product Availability Check (PAC)
S61Global Available-to-Promise (Global ATP) with Check against Product Allocation (PAL)
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
Procedure1. Access the activity using the following navigation options:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements Define Requirements Classes
Transaction Code SPRO or OVZG
2. On the Change View “Requirements Classes”: Overview screen, choose New Entries and create the following entries:
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Scenario:
S60Global Available-to-Promise (Global ATP) with Product Availability Check (PAC)
Field name Value
Reqmts class YA1
Description Sale from stock PAC (EN)Verkauf ab Lager PAC (DE)
Availability X
Req. transfer X
Prod.allocation X
Ind.req.reductn X
No MRP
3. Choose Save.4. Specify a customizing request or create a new one.5. Go back.Repeat steps 2. To 5. For the following data according to your selected scenario:
S61Global Available-to-Promise (Global ATP) with Check against Product Allocation (PAL)
Field name Value
Reqmts class YA2
Description Sale from stock PAL (EN)Verkauf ab Lager PAL (DE)
Availability X
Req. transfer X
Prod.allocation X
Ind.req.reductn X
No MRP
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
Field name Value
Reqmts class YA3
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Field name Value
Description Sale from stock RBA (EN)Verkauf ab Lager RBA (DE)
Availability X
Req. transfer X
Prod.allocation X
Ind.req.reductn X
No MRP
3.1.2 Define Requirements Types
UseIn this activity, you create a new requirements type and assign to it the requirements class you created in the previous step.
Procedure1. Access the activity using the following navigation options:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements Define Requirements Types
Transaction Code SPRO or OVZH
2. On the Change View “Requirements Types”: Overview screen, choose New Entries and enter the following data:
S60Global Available-to-Promise (Global ATP) with Product Availability Check (PAC)
Field name Description Value
RqTy Requirements type name YA1
Requirements type
Requirements type description Sale from stock PAC (EN)Verkauf ab Lager PAC (DE)
ReqCl Requirements class YA1
3. Choose Save to save your entry.
4. Specify a customizing request or create a new one.5. Go back.Repeat steps 2. To 3. For the following data according to your selected scenario:
S61 Global Available-to-Promise (Global ATP) with Check against
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Product Allocation (PAL)
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
Field name Description Value
RqTy Requirements type name YA2
Requirements type
Requirements type description Sale from stock PAL (EN)Verkauf ab Lager PAL (DE)
ReqCl Requirements class YA2
RqTy Requirements type name YA3
Requirements type
Requirements type description Sale from stock RBA (EN)Verkauf ab Lager RBA (DE)
RqTy Requirements type name YA3
3.1.3 Define Strategy
UseCreate a new strategy that uses the new requirement type as the requirement type of customer requirement.
Procedure1. Access the activity using the following navigation option:
SAP ERP IMG Menu SAP Customizing Implementation Guide Production Production Planning Demand Management Planned Independent Requirements Planning Strategy Define Strategy
Transaction Code SPRO
2. On the Change View “Strategy”: Overview screen, choose New Entries.
3. On the New Entries: details of Added Entries screen, create the following entries:
S60Global Available-to-Promise (Global ATP) with Product Availability Check (PAC)
Field name Values Description
Strategy YA Sale from stock PAC (EN)Anonyme Lagerfertigung PAC (DE)
Reqmt type of customer reqmt
YA1
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4. Choose Enter.
5. Save your entries.
6. Specify a customizing request or create a new one.
7. Go back.
Repeat steps 2. To 7. For the following data according to your selected scenario:
S61Global Available-to-Promise (Global ATP) with Check against Product Allocation (PAL)
Field name Values Description
Strategy YB Sale from stock PAL (EN)Anonyme Lagerfertigung PAL (DE)
Reqmt type of customer reqmt
YA2
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
Field name Values Description
Strategy YC Sale from stock RBA (EN)Anonyme Lagerfertigung RBA (DE)
Reqmt type of customer reqmt
YA3
3.1.4 Define Strategy Group
UseIn this activity, you create a strategy group and assign the new strategy as the main strategy. The strategy group will be allocated to the material master later. The strategy in the material master determines among other factors the procedure of the availability check.
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Procedure1. Access the activity using the following navigation option:
SAP ERP IMG Menu SAP Customizing Implementation Guide Production Production Planning Demand Management Planned Independent Requirements Planning Strategy Define Strategy Group
Transaction Code SPRO
2. On the Change View “Strategy Groups”: Overview screen, choose New Entries and make the following entries:
S60Global Available-to-Promise (Global ATP) with Product Availability Check (PAC)
Field name Values
Strategy group YA
Description Sale from stock PAC (EN)Anonyme Lagerfertigung PAC (DE)
Main Strategy YA
3. Save your entries.
4. Specify a customizing request or create a new one.
5. Go back.
Repeat steps 2. To 3. For the following data according to your selected scenario:
S61Global Available-to-Promise (Global ATP) with Check against Product Allocation (PAL)
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
Field name Values
Strategy group YB
Description Sale from stock PAL (EN)Anonyme Lagerfertigung PAL (DE)
Main Strategy YB
Strategy group YC
Description Sale from stock RBA (EN)Anonyme Lagerfertigung RBA (DE)
Main Strategy YC
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3.1.5 Check Origin of Requirement Type in Requirement Type Determination
Use
In the standard release, the requirements type is determined according to a certain search strategy depending on the strategy group of the material. You need to check if the source of the requirement type determination is still set to Source 0 = Material master strategy, then item category and MRP type.
Procedure1. Access the activity using the following navigation option:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements Determination Of Requirement Types Using Transaction
Transaction Code SPRO
2. On the Change View “Assignment of Requirement Types to Transaction”: Overview screen, select Item category TAN or the Item category you want to use.
3. Check for all entries for Item category TAN that the source (column Q) of the requirement type determination is still set to Source 0 = Material master strategy, then item category and MRP type.
3.1.6 Define Checking Groups
UseThe checking group specifies whether and how the system checks availability. It is transferred from SAP ERP to SAP SCM as the ATP group. For products with rules-based ATP check it is recommended to use a specific ATP group and therefore, it is necessary to create a new checking group in SAP ERP. The purpose of this step is to create a new checking group in ERP, if it is already created by other scenario, please check the settings.For the following scenarios it is optional to create a new Checking Group.
S60Global Available-to-Promise (Global ATP) with Product Availability Check (PAC)
S61Global Available-to-Promise (Global ATP) with Check against Product Allocation (PAL)
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Procedure1. Access the activity using the following navigation option:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Define Checking Groups
Transaction Code SPRO
2. On the Change View “Availability Check Control”: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen create the following entries:
S60Global Available-to-Promise (Global ATP) with Product Availability Check (PAC)
Field name Values Note
Av YA
Description Individ. requirements (EN)Einzelbedarf (DE)
TotalSales A „A“ stands for „Single Record“
TotDlvReqs A „A“ stands for „Single Record“
Block QtRq X Block on the material which is only in place during the availability check.
Accumul. 3 3 Required quantity when created, conf. qty when changed
4. Choose Save to save your entry and go back.
5. Repeat steps 2 to 4 for Checking Groups YB and YC with the same entries as above for the following scenarios:
S61Global Available-to-Promise (Global ATP) with Check against Product Allocation (PAL)
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
3.1.7 Defining Material Block
Use
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It shall be possible that several users can process the same material at the same time within different operations without blocking each other.
Procedure1. Access the activity using the following navigation option:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Define Material Block For Other Users
Transaction Code SPRO
2. On the Change View “Availability Check: Checking Criteria ”: Overview screen, choose New entries and enter the following data:
S60Global Available-to-Promise (Global ATP) with Product Availability Check (PAC)
Field name Description User action and values Note
AvailCheck Check group YA
Initiator A A stands for sales order
Block Leave this box blank
3. Repeat step 2 to add the entries for the initiator B and C.
4. Choose Save to save your entry.
5. Specify a customizing request or create a new one.
6. Go back.
S61Global Available-to-Promise (Global ATP) with Check against Product Allocation (PAL)
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
7. Repeat steps 2 to 4 for Checking Groups YB and YC.
3.1.8 Carry out Control for Availability Check
UseIn this step you define checking rules for the availability check and allocate them to a checking group.
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Procedure1. Access the activity using the following navigation option:
SAP ERP IMG Menu SAP Customizing Implementation Guide 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
Transaction Code SPRO
S60Global Available-to-Promise (Global ATP) with Product Availability Check (PAC)
2. On the Change View “Availability Check Control:Overview” screen, choose New entries and enter the following data:
Field name Values
Availability check YA
Checking Rule A
Replenishment lead time:
Check Check without RLT
In/Outward movements
Check: Incl. purchase orders Incl. purch.requisitions Incl. dependent reqs Include reservations Include Sales reqmts Include deliveries Incl.ship.notificat. Incl.rel.order reqs X Check releases for stock transport
orders and requisitions Incl. planned orders X Check all planned orders Incl. production orders X Take all production orders
3. Copy your entry for Checking Rule B SD delivery.
S61Global Available-to-Promise (Global ATP) with Check against Product Allocation (PAL)
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
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4. Repeat steps 2 to 3 for Checking Groups YB and YC.
5. Choose Save to save your entry.
3.1.9 Define Business Transaction
UseIn this activity, you define the business transaction for the rules-based ATP check. In APO, you need the business transaction to determine the rules strategy.
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
Procedure1. Access the activity using the following navigation option:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Rule-based Availability Check Define Business Transaction
Transaction Code SPRO
2. On the Change view “ATP: Business Transaction”: Overview screen, choose New entries and enter the following data:
Field name User action and values
BT YARB
Business transaction: Text Rule-based ATP: Business Transaction (EN)Regelbasierte ATP: Betriebsw. Vorgang (DE)
3. Save your entry and go back.
3.1.10 Defining Sales Document Types
UseThe purpose of this activity is to create a new sales order type YRBA to invoke the rule-based availability check with the previously defined business transaction for sales orders. A new sales order type YATQ is created to invoke the availability check for quotations. A new sales order type YRBQ is created to invoke the rule-based availability check for customer quotations in case quotations are used. Using the business transaction, you can control in which business contexts a rule-based availability check is carried out. This setting is only relevant for rule-based availability check and not for the other scenarios.
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
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Procedure 1. Access the activity using the following navigation options:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Document Types
Transaction Code SPRO or VOV8
2. On the Change View “Maintain Sales Order Types”: Overview screen, choose New Entries.
3. On the New Entries: Details of Added Entries screen make the following entries:
Field name Values
Sales Document Type YAOR
Description Standard Order (EN)Standardauftrag (DE)
SD document categ. C
No.range int.assgt. 01
Item no.increment 100
No. range ext. assg. 02
Sub-item increment 10
Check division 2
Item division X
Read info record X
Check credit limit D
Credit group 01
Output application V1
Screen sequence grp. AU
Display Range UALL
FCode for overv.scr. UER1
Transaction group 0
Doc. pric. procedure A
ProdAttr.messages A
Delivery type LF
Dlv-rel.billing type F2
CndType line items EK02
Order-rel.bill.type F2
Intercomp.bill.type IV
Paymt guarant. proc. 01
Paymt card plan type 03
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Field name Values
Checking group 01
Lead time in days 0
Propose deliv.date X
Billing request DR
Business transaction YARB
4. Choose Save.
5. If the Dependent entries for copying control prompt appear, choose Yes.
6. Go back.
7. If you want to check availability for quotations, repeat steps 2-6 and create the following entries:
Field name Values
Sales Document Type YAQT
Description Quotation (EN)Angebot (DE)
SD document categ. B
No.range int.assgt. 05
Item no.increment 10
No. range ext. assg. 90
Sub-item increment 10
Probability 100
Read info record X
Output application V1
Screen sequence grp. AG
Display Range UALL
FCode for overv.scr. UER2
Transaction group 2
Doc. pric. procedure A
Order-rel.bill.type F5
Propose deliv.date X
Prop.f.pricing date B
Prop.valid-from date A
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8. If you want to carry out a rule-based availability check for quotations, repeat steps 2 to 6 and create the following entries:
Field name Values
Sales Document Type YAQR
Description Quotation (EN)Angebot (DE)
SD document categ. B
No.range int.assgt. 05
Item no.increment 10
No. range ext. assg. 90
Sub-item increment 10
Probability 100
Read info record X
Output application V1
Screen sequence grp. AG
Display Range UALL
FCode for overv.scr. UER2
Transaction group 2
Doc. pric. procedure A
Order-rel.bill.type F5
Propose deliv.date X
Prop.f.pricing date B
Prop.valid-from date A
Business transaction YARB
ResultYou have created a new sales order types.
You can also enter the business transaction in your existing sales order type if you want to keep your existing sales order type and you do not want to lose all the other dependent settings in the order type or you can copy your used sales order type and enter the business transaction.
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3.1.11 Define Item Categories
UseIn this activity, you define the item categories used for the ATP check in SAP APO. In this building block one new item category for quotations is defined to enable an ATP check for quotations. In addition one item category is created for main items in rules-based ATP in quotations and sales orders.
Procedure1. Access the activity using the following navigation options:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories
Transaction Code SPRO
2. On the Change View Change View “Maintain Item Categories”: Overview, choose New Entries.
3. On the New Entries: Details of Added Entries screen make the following entries:
Field name Comment User entries and values Description
Item category YATQ
Description Standard Item (EN)Normalposition (DE)
Business item X
Completion Rule B
Sched.LineAllowed X
Wght/Vol.Relevant X
Pricing X
Determine Cost X
Screen Seq.Grp N
4. Save your entries and go back.
Scenario:
S62Global Available-to-Promise (Global ATP) with Rules-Based Availability Check (RBA)
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Settings are made according to consulting note 544546, which describes the settings to be made in order to run a rules-based ATP check in the quotation and to copy the result into subsequent document 'sales order'.
5. Repeat steps 2 to 4 for the following entries:
Field name Comment User entries and values Description
Item category AGPA
Description RBA from quotation (EN)RBA für Angebot (DE)
Sched.LineAllowed X
Billing Relevance A
Screen Seq.Grp N
3.1.12 Assigning the Item Category
UseIn this activity, you assign the item categories used for the ATP check in SAP APO. The item category assignment is used for rule-based ATP and availability check for quotations.
Depending on the combinations of sales order and item category groups you want to use for your ATP check, you may have to repeat this step several times.
The setting is done according to consulting note 544546, which describes the settings to be made in order to run a rules-based ATP check in the quotation and to copy the result into subsequent document 'sales order'.
Procedure1. Access the activity using the following navigation options:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories:
Transaction Code SPRO
2. Choose New entries.
3. The New Entries: Details of Added Entries screen is displayed. In the Customizing table in this view, make the following entries:
Field name Comment User entries and values
Description
SaTy Sales document type
YAOR Enter the sales order type you want to use for the ATP check
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Field name Comment User entries and values
Description
ItCGr or Item cat.group in View New Entries: Details
Item category group from material master
NORM Enter the item category group of the material to be checked
Usg. or Item usage in View New Entries: Details
Item usage APO1 The item usage indicator controls the system reaction when you process a sales document item in a certain context.In the sales order, the usage APO1 determines the item category of the initial sourcing main item.
HLevItCa or ItemCat-HgLvItm in View New Entries: Details
Item category of the higher-level item
no entry
DfItC or Item category in View New Entries: Details
Default item category
TAPA Enter an item category that is not relevant for delivery. You can use the standard item category TAPA. This item category is used to store the original material and quantity in the sales order
MItCa or Manual item cat in View New Entries: Details
Manual entries allowed for item category in the document
TAPN
If the system informs you that the entry already exists, check the field Item category and make sure the value is TAPA. Press Cancel. The entry is already existing you do not have to create it a second time.
4. Choose Back.
5. Repeat this step to assign an item category for the positions of the ATP check. Choose New entries.
6. In the Customizing table on the New Entries: Details of Added Entries screen, make the following entries:
Field name Comment User entries and values Description
SaTy Sales document type
YAOR Enter the sales order type you want to use for the ATP check
ItCGr Item category group from material
NORM Enter the item category group of the material to be checked
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Field name Comment User entries and values Description
master
Usg Item usage APO2 The usage APO2 determines the item category of the ATP results from SAP APO.
HLevItCa Item category of the higher-level item
TAPA Enter the default item category from above, which is not relevant for delivery (for example, TAPA).
DfItC Default item category
TAN Enter the item category you want to use for your process. The results (for example, alternative materials or delivery plants) of the ATP-check with SAP APO will have this item category for further processing
7. If you are using an ATP check for quotations repeat steps 6 to 10 and create the following new entries:
Field name Comment User entries and values Description
SaTy Sales document type
YAQT Enter the sales order type you want to use for the ATP check
ItCGr Item category group from material master
NORM Enter the item category group of the material to be checked
Usg Item usage no entry
HLevItCa Item category of the higher-level item
no entry
DfItC Default item category
YATQ Enter the item category you want to use for your process. The results (for example, alternative materials or delivery plants) of the ATP-check with SAP APO will have this item category for further processing
MItCa Manual entries allowed for item category in the document
AGNN
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8. If an entry with the same key already exists cancel the new entries and change the Default item category for the document to YATQ.
Field name Comment User entries and values Description
SaTy Sales document type
YAQT Enter the sales order type you want to use for the ATP check
ItCGr Item category group from material master
NORM Enter the item category group of the material to be checked
Usg Item usage APO1 The item usage indicator controls the system reaction when you process a sales document item in a certain context.In the sales order, the usage APO1 determines the item category of the initial sourcing main item.
HLevItCa Item category of the higher-level item
no entry Enter the default item category from above, which is not relevant for delivery (for example, TAPA).
DfItC Default item category
TAPA Enter the item category you want to use for your process. The results (for example, alternative materials or delivery plants) of the ATP-check with SAP APO will have this item category for further processing
Field name Comment User entries and values Description
SaTy Sales document type
YAQT Enter the sales order type you want to use for the ATP check
ItCGr Item category group from material master
NORM Enter the item category group of the material to be checked
Usg Item usage APO2 The usage APO2 determines the item category of the ATP results from SAP APO.
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Field name Comment User entries and values Description
HLevItCa Item category of the higher-level item
TAPA Enter the default item category from above, which is not relevant for delivery (for example, TAPA).
DfItC Default item category
YATQ Enter the item category you want to use for your process. The results (for example, alternative materials or delivery plants) of the ATP-check with SAP APO will have this item category for further processing
9. If you are using a rule-based ATP check for quotations repeat steps 6 to 10 and create the following new entries.
The setting is done according to consulting note 544546, which describes the settings to be made in order to run a rules-based ATP check in the quotation and to copy the result into subsequent document 'sales order'.
Field name Comment User entries and values Description
SaTy Sales document type
YAOR Enter the sales order type you want to use for the ATP check
ItCGr Item category group from material master
NORM Enter the item category group of the material to be checked
Usg Item usage no entry
HLevItCa Item category of the higher-level item
no entry
DfItC Default item category
TAN
MItCa Manual entries allowed for item category in the document
TAP
MItCa Manual entries allowed for
TAQ
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Field name Comment User entries and values Description
item category in the document
MItCa Manual entries allowed for item category in the document
TANN
MItCa Manual entries allowed for item category in the document
AGPA
Field name Comment User entries and values Description
SaTy Sales document type
YAOR Enter the sales order type you want to use for the ATP check
ItCGr Item category group from material master
NORM Enter the item category group of the material to be checked
Usg Item usage no entry
HLevItCa Item category of the higher-level item
AGPA
DfItC Default item category
TAN Enter the item category you want to use for your process. The results (for example, alternative materials or delivery plants) of the ATP-check with SAP APO will have this item category for further processing
Field name Comment User entries and values Description
SaTy Sales document type
YAQR Enter the sales order type you want to use for the ATP check
ItCGr Item category
NORM Enter the item category group of the material to be checked
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Field name Comment User entries and values Description
group from material master
Usg Item usage APO1
HLevItCa Item category of the higher-level item
no entry
DfItC Default item category
AGPA
Field name Comment User entries and values Description
SaTy Sales document type
YAQR Enter the sales order type you want to use for the ATP check
ItCGr Item category group from material master
NORM Enter the item category group of the material to be checked
Usg Item usage APO2
HLevItCa Item category of the higher-level item
AGPA
DfItC Default item category
YATQ
Field name Comment User entries and values Description
SaTy Sales document type
YAQR Enter the sales order type you want to use for the ATP check
ItCGr Item category group from material master
NORM Enter the item category group of the material to be checked
Usg Item usage no entry
HLevItCa Item category of the higher-level item
no entry
DfItC Default item category
YATQ
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Field name Comment User entries and values Description
MItCa Manual entries allowed for item category in the document
AGN
MItCa Manual entries allowed for item category in the document
AGNN
10. Save your entries and go back.
If the system informs you that the entry already exists, press Cancel. The entry is already existing you do not have to create it a second time.
3.1.13 Define Schedule Line Categories
UseIn this activity you define schedule line categories. An own schedule line category is created to enable a global available to promise check for quotations.
Procedure1. Access the activity using the following navigation options:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Sales Sales Documents Schedule Lines Define Schedule Line Categories
Transaction Code SPRO
2. On the Change View “Maintain Schedule Line Categories”: Overview screen, choose New Entries.
3. On the New Entries: Details of Added Entries screen create the following entries:
Field name Comment User entries and values
Description
Sched.line cat.
Schedule line category YA
Description Field after the Schedule line category
Quotation (EN)Angebot (DE)
Availability An availability check is executed for this schedule line category
X Activate the availability check
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4. Save your entries and go back.
3.1.14 Assign Schedule Line Categories
UseIn this activity you assign the schedule line categories to an item category. The schedule line category for the ATP check for quotations is assigned to the item category for quotations.
Procedure1. Access the activity using the following navigation options:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Sales Sales Documents Schedule Lines Assign Schedule Line Categories
Transaction Code SPRO
2. On the Change View “Assign Schedule Line Categories”: Overview screen choose New Entries.
3. On the New Entries: Details of Added Entries screen make the following entries:
Field name
Comment User entries and values
Description
Item category
Item Category YATQ Enter the item category for quotations
PropSchdLneCat.
Proposed Schedule Line Category
YA Enter the schedule line category for quotations
4. If you get the message An entry already exists with the same key choose Cancel.
5. On the pop-up window Your changes will be lost Cancel? Choose Yes.
6. On the Change View “Assign Schedule Line Categories”: Overview screen choose Position….
7. On the pop-up window Another entry make the following entry:
Field name
Comment User entries and values
Description
Item category
Item Category YATQ Enter the item category for quotations
8. Choose Continue (Enter).
9. On the Change View “Assign Schedule Line Categories”: Overview screen change the following entry in the positioned line:
Field name
Comment User entries and values
Description
SchLC Proposed schedule line
YA Enter the schedule line category for quotations
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Field name
Comment User entries and values
Description
category
10. Save your entries and go back.
For all combinations of item category and MRP type for which you want to check availability you should make sure that a schedule line category with activated availability check is assigned.
3.1.15 Define Default Settings for Availability Check
UseIn this activity you define for a particular sales area how the system reacts when the availability check determines that the inventory is insufficient to satisfy the order quantity.
Procedure1. Access the activity using the following navigation options:
SAP ERP IMG Menu SAP Customizing Implementation Guide Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Availability Check with ATP Logic or Against Planning Define Default Settings
Transaction Code SPRO
2. On the Change View “Sales Area: Default Values for Availability Check”: Overview screen make the following entries.
Field name Comment User entries and values
Description
Sales Org. 1000
Distr. Chl 10
Division 10
Avail.check rule
E Enter E to get the dialog box in case of shortages and to accept the deliver proposal in batch mode in case of shortages
Field name Comment User entries and values
Description
Sales Org. 1100
Distr. Chl 10
Division 10
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Field name Comment User entries and values
Description
Avail.check rule
E Enter E to get the dialog box in case of shortages and to accept the deliver proposal in batch mode in case of shortages
3. Save your entries and go back.
If you use backorder processing the system reacts as defined for batch mode in field Avail.check rule.
ResultYou have completed the configuration steps that you need to carry out before data replication. Refer to the scenario installation guide to proceed with the next configuration activities.
3.1.16 Maintain Copy Control for Sales Documents
UseThe setting is done according to consulting note 544546, which describes the settings to be made in order to run a rules-based ATP check in the quotation and to copy the result into subsequent document 'sales order'.
Procedure1. Access the transaction using one of the following navigation options:
Transaction Code SPRO
IMG Menu SAP Customizing Implementation Guide Sales and Distribution Sales Maintain Copy Control for Sales Documents
2. On the Choose Activity pop-up Copying Control: Sales Document to Sales Document and press Choose.
3. On the Display View “Header”: Overview screen in the table Header choose Display -> Change.
4. On the Change View “Header”: Overview screen choose New Entries.5. On the New Entries: Details of Added Entries screen make the following entries:
Field name User entries and values
Target SalesDocTyp YAOR
From SalesDoc Type YAQR
DataT 051
Copying requirements 001
Copy item number X
DataT 101
DataT 001
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6. In the dialog structure on the left side choose Item with a double-click.
7. On the Change View “Item”: Overview screen choose New Entries.8. On the New Entries: Details of Added Entries screen make the following entries:
Field name User entries and values
ItemCat Proposal AGPA
Item Category AGPA
Copying requirements 301
DataT 151
DataT 102
DataT 002
FPLA 251
Copy schedule lines X
Update document flow X
Pricing type A
Copy product select. B
9. Go back twice.10. On the Change View “Item”: Overview screen choose New Entries.11. On the New Entries: Details of Added Entries screen make the following entries:
Field name User entries and values
ItemCat Proposal TAN
Item Category YATQ
Copying requirements 301
DataT 151
DataT 102
DataT 002
FPLA 251
Copy schedule lines X
Update document flow X
Reexplode structure/free goods
X
Pos./neg. quantity +
Pricing type A
Copy product select. B
12. Choose Save and go back.13. In the dialog structure on the left side choose Schedule line with a doubleclick.14. On the Change View “Schedule line”: Details screen choose New Entries.
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15. On the Item: Details of Selected Set screen make the following entries:
Field name User entries and values
SchdLneCatProposa CD
Sched.Line Cat. CD
Copying requirements 501
DataT 201
16. Go back twice.17. In the dialog structure on the left side choose Schedule line with a double click.18. On the Change View “Schedule line”: Details screen choose New Entries.19. On the Item: Details of Selected Set screen make the following entries:
Field name User entries and values
SchdLneCatProposa CP
Sched.Line Cat. YA
Copying requirements 501
DataT 201
20. Choose Save and go back.21. Repeat steps 2 to 20 with the following entries:22. On the Change View “Header”: Overview screen choose New Entries.23. On the New Entries: Details of Added Entries screen make the following entries:
Field name User entries and values
Target SalesDocTyp OR
From SalesDoc Type YAQT
DataT 051
Copying requirements 001
Copy item number X
DataT 101
DataT 001
24. On the Change View “Item”: Overview screen choose New Entries.25. On the New Entries: Details of Added Entries screen make the following entries:
Field name User entries and values
ItemCat Proposal
Item Category YATQ
Copying requirements 301
DataT 151
DataT 102
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Field name User entries and values
DataT 002
FPLA 251
Copy schedule lines X
Update document flow X
Reexplode structure/free goods
X
Pos./neg. quantity +
Pricing type A
26. On the Change View “Schedule line”: Details screen choose New Entries.27. On the Item: Details of Selected Set screen make the following entries:
Field name User entries and values
SchdLneCatProposa
Sched.Line Cat. YA
Copying requirements 501
DataT 201
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