Availability Check STO SAP

Availab Ava ilability ility Check for Stock St ock Transport Transport Order PDF download from SAP Help Portal: http://help.sap.com/saphelp_erp60_sp/helpdata/en/43/543835bc0f357ee10000000a11466f/content.htm Created Creat ed on April 0 2, 2014

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Table of content 1 Availability Check for Stock Transport Order 1.1 Stock Transport Order with Availability Check in the SCM System 1.2 Rescheduling with Availability Check


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Availability Check for Stock Transport Order Use The system runs an availability check in the supply ing plant (issuing pl ant) for stock transport orders. The checking rules that you define in Customizing determine which stocks (for example, stock in quality inspection and safety stock) and which receipts and issues (for example, reservations and p urchase requisitions) are taken into account in the availability check. The availability check checks the issuing storage location in s tock transport orders by checking the assigned MRP area.

Constraints In the following cases, no availability check is carried out: ● Stock transport requisitions from the planni ng run ● Stock transp ort requisitions from the convers ion of planned orders ● Stock transp ort requisitions from other appl ications (sal es order, production order, or network) ● There is no availability check for returns items. ● The availab ility c heck does not chec k b atch stocks if a batch was entered. This function is not imp lemented. You may find it helpful to refer to modification notes 154682 and 350 864.

An availability c heck does not run automatically for subc ontracting components, b ecause this may lead to problems downstream. For more information, see SAP Notes 3239 91, 18 4726, 4188 32, and 208 463.

Prerequisites Before the availability c heck can run in the sup plying plant, the following prerequisites must b e fulfilled:

Material master ● Checking group You must enter a checking group for the supplying plant in the Availability c heck field of the material master (MRP 3 tab page). Customizing for Purchasing ● Checking rule Create a checking rule for the combination of document type and supplying plant. (Purchasing → Set Up Stock Transport Order → Assign D elivery Type and Checking Rule) ● Scope of check Define the scope of check for the combination of checking group (material master) and checking rule (Customizing). (Purchase Order → Set Up Stock Transport Order → D efine Checking Rule) ● Rule for availability check Define a rule for copying ATP results to purchasing. This rule controls how the system behaves in material shortage situations, and how the delivery proposal (confirmation proposal) is displayed. You can control the following factors in Customizing: ○ Display of results You define how the system copies results of the availability check to the stock transfer document. In other words, you define how the delivery proposal is displayed in the delivery schedule line view. You can choose between the following rules: ■ One-time delivery (rescheduling: delivery p roposal) – This setting corresponds to the system behavior up to and including SAP ERP Central Component, Release 5.0 . ■ One-time delivery – A ■ Complete delivery – B ■ Delivery proposal – C ■ Selec tion window for material shortage (batch: one-time deliv ery) – D ■ Selection window for material shortage (batch: delivery proposal) – E ■ Selec tion window for material shortage (batch: complete delivery ) – U The confirmed quantities can be displayed in two different forms in the schedule lines: ■ If you have not entered a rule for copy ing, or if you use the one-time deliver rule, the sy stem disp lays user want and confirmed quantities in the same delivery schedule line. ■ For all other rules, the user want and confirmed quantities are disp layed in different delivery sc hedule lines.

If you change these Customizing settings, existing orders are not converted automatically. The changed setting only takes effect if you change an affected order. To convert several open orders, you can use rescheduling. ○ System behavior in case of material shortage You define how the system behaves if there is a material shortage. If stocks are not sufficient, the system can react in two ways: ■ The sys tem shows a dialog box and prompts you to choose between different options. ■ The system automatically p roposes an option (there is no dialog box).

For more information, see SAP Notes 498149 – FAQ: Availability check in purchasing and 885177 – Stock transfer in p urchasing: new schedule line processing.


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Features When is the availability check carried out? In the Enjoy transactions, when you change MRP-relevant data (for example, quantity, date, supplying plant, or planned delivery time), the system automatically checks availability.

The system checks the availability of schedule lines on a daily basis. See Stock Transfer in Purchasing

What is checked, which quantities for which dates? Quantities From the point of view of the supplying plant only, the system always checks the open quantity of an item according to the following formula: Ordered quantity minus maximum of delivered quantity or goods issue quantity If the order item was created with reference to a purchase requisition, the check ignores the requirements for the purchase requisition, because the order takes over the requirements for the purchase requisition. The also applies if the purchase requisition was only partially converted.

In the supplying plant, there are 60 pieces of the ordered material. In the purchase requisition, 100 are requested, but only 30 are ordered. If the purchase requisition with its remaining quantity of 70 were to be counted as a requirement, nothing would be confirmed in the order. Dates The date on which availability is c hecked is calculated from the delivery date minus the p lanned delivery time from the receiving p lant. If shipment scheduling is activated, the material availability date is used for the check.

Where do I see the result of the availability check? The schedule lines of the stock transport order contain specific information about the result of the availability check, as well as shipment scheduling and transportation scheduling, if these are in use. The result of the availability check is saved in the schedule lines according to the settings selected in Customizing (rule for copying the results of the availability check). The differences between individual rules are desc ribed b elow.

One-time delivery (rescheduling: d elivery proposal) – and one-time delivery – A These rules have the following features in common: ● The avail abil ity chec k only confirms quantities that are availab le on the desired delivery date. ● The availability check includes all order items with the same material and the same account assignment. If a document contains several items with the same material (and the same supplying plant), all of the items are always checked together. This means that a change to item 10 can affect the availability of item 20. ● User want and confirmation are disp layed in the same schedule line.

The user enters the following data: ■ Delivery date

10/18/ 2006

■ Schedule Line Quantity 10 The availability check shows the following availability situation: ■ Quantity 6 available on 10/18/200 6 ■ Quantity 4 available on 10/25/200 6 The result of the availability c heck is display ed in the delivery schedule line view as follows: Delivery Date

Schedule Line Quantity

Confirmed Date

Confirmed Quantity

10/18/2006

10

10/25/2006

6

These rules differ where rescheduling is concerned: ● One-time delivery (rescheduling: delivery proposal) – Rescheduling adjusts the delivery date requested b y the user to the availability situation. ● One-time delivery – A Unlike the rule One-time delivery (resc heduling: delivery proposal), rescheduling changes only the confirmed date and c onfirmed quantity, not the user want. Complete delivery – B, delivery proposal – C, and r ules for material shortage (rules D, E, and U) These rules have the following features in common: ● The availability c heck only check s the order item in question. ● Resc heduling changes only confirmed dates and quantities. ● User want and confirmation are disp layed in different sc hedule lines. Complete delivery – B ● The availabi lity chec k confirms only the total requested quantity on the date of its compl ete availab ility. ● If the requested quantity is not completely avai labl e at any point in time, no quantity is confirmed.


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According to the complete delivery rule (rule B), the result (describ ed above) of the availability check is dis played in the delivery s chedule line view as follows: Delivery Date


Confirmed Date

10/18/2006

10

10/25/2006

10/25/2006

10/25/2006

Confirmed Quantity

10

Delivery proposal – C ● The availabi lity chec k confirms the quantities on the date of their availab ility. Partial quantities can b e confirmed on different dates.

According to the delivery p roposal rule (rule C), the result (described ab ove) of the availability check is dis played in the delivery s chedule line view as follows: Delivery Date


Confirmed Date

10/18/2006

10

10/25/2006

Confirmed Quantity

10/18/2006

10/18/2006

6

10/25/2006

10/25/2006

4

Rules for material shortage (rules D, E, and U) ● In case of a material shortage, the sys tem shows a dialog box and prompts you to choose between different options. ● If purc hase order processi ng is in the back ground, the following rules lead to the following sy stem behav ior: ○ Rule D: Selection window for material shortage (batch: one-time delivery) If purchase order processi ng is in the back ground, the availability c heck only s hows the quantities that are available on the given delivery date, as for rule A (one-time delivery). ○ Rule E: Selection window for material shortage (b atch: delivery proposal) If purchase order processing is in the background, the availability check confirms quantities on the date on which they are available, as for rule C (delivery p roposal). ○ Rule U: Selection window for material shortage (batch: complete delivery) If purchase order processing is in the background, the availability check confirms the total given quantity on the date on which it is available, as for rule B (complete delivery).

If the system cannot confirm the total quantity (for example, if the check does not take replenishment lead time into account), the date is changed to 21/31/9999 . If the complete desired quantity is not available on the desired date, you see message 06 450, which you can define in Customizing as a warning message or an error message.

For more information, see SAP Note 885177 – Stock transfer in purchasi ng: new schedule line processing.

Activities You can run the availability check manually in stock transport orders (and in stock transport requisitions). To do this, choose

For more information about the availability check in inventory management, see For more information about the availability check in shipping, see

Check Availability.

Availability Check .

Working with the Availabil ity Check in Ship ping.

Stock Transport Order with Availability Check in the SCM System Use For stock transfer documents (order, requisition, and scheduling agreement), an availability check can run in the connected SCM system. The availability check in the SCM system ( ATP Check) also allows you to use product substitution in SAP Sup ply Chain Management (SAP SCM).

Prerequisites ATP Check in the SCM System The availability check in the connected SCM system presupposes an active integration model for the combination of material and plant. For more information, see the SAP Library under SAP A dvanced Planning and Op timization (SAP APO) → Integration via APO Core Interface (CIF).

ATP Check with Product Substitution (as of SAP SCM 5.0) If you want to use product substitution for stock transport orders in the SCM system, the following prerequisites must be fulfilled:


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● ERP System In Customizing for Purchasing under Purchase Order → Set up Stock Transport Order → Assign Delivery Type and Checking Rule: ○ You have selected the following rule as the Rule for Adoption of ATP Results in Purchasing: B, C, D, E, or U. ○ In the ATP: Profile at Requirements Level for APO field, you have maintained a requirements profile, or you use master data for product interchangeability. The rule-based ATP check with product substitution is only possible in the Enjoy order (for example, ME21N). ● SCM System ○ In Customizing and the master data, define the ATP chec k for the products inv olved. You can use the following procedures: ■ Material subs titution with interchangeab ility master data ■ Material subs titution within the rules-based ATP check ○ For the combi nation of material and plant of the requested material and the replac ement material, there is an i ntegration model that includes the availability check in the SCM system. For more information, see SAP Note 909128 ME21N Stock transport orders with ATP with material substitution .

Features Availability Check (Order, Requisition, and Scheduling Agreement) For stock transfer documents, an availability check runs in the connected SCM sys tem. In addition, the availability overview from the SCM sy stem is displayed. This applies to both Enjoy transactions and the "old" transactions. See Stock Transfer in Purchasing

Availability Check with Product Substitution (ME21N Only) In the availability check in the SCM system, you can use product substitution with master data for interchangeability or with a rule-based ATP check. You can use this function in intra-company-code and cross-company-code stock transfers. If the requested quantity of a material is not available, the availability check can cover the requirement with replacement materials. For each replacement material, a subitem is created in the stock transport order. In the schedule lines of the subitems, the quantities and dates for which the replacement material is available are shown. From a technical point of view, the requirement is now at subitem level. If the system has created subitems, it sets the main item to statistical. If there is a new availability check, the original want (material, quantities, and dates) of the main item is checked again. The subitems are adjusted to the new availability situation according to the check.

Remaining quantities In certain situations, the requested quantity cannot be completely confirmed with the replacement materials. For this reason, define in Customizing of the SCM system how the system should react. We recommend a setting whereby the sums of the requested quantities of the subitems are always the same as the requested quantities at main item level. For example, a subitem can be created for the remaining quantity with the original material (without confirmations). In this way, the original want can be taken into account by p lanning in its entirety (p lanning ignores statistical main items).

Downstream functions Delivery creation, goods issue in the issuing plant, and goods receipt in the receiving plant always refer to the subitems with the substituted materials. The quantities of downstream documents are assigned to the subitems and read in subsequent availability checks. They reduce the requirement quantity when the main item is checked.

Monitoring the procurement process In the ERP system, you can monitor the procurement process and the availability situation in the Stock/ Requirements List (MD0 4) and the Availability O verview (CO09). In the SCM sy stem, you can use the product view (/SAPAPO/ RRP3). Rescheduling (backorder processing) in the SCM sy stem can also check stock transport orders with material s ubstitution.

Note the following c onstraints: ■ This function is only av ailab le in the Enjoy order (ME21N, ME22N, ME23N. ■ This function is not availab le for stock transport schedulin g agreements or stock transport requisitions. ■ Location determination is not poss ibl e for stock transp ort orders. ■ If the check ed item has a reference to a contract or a quota arrangement, no sub items c an be created. In this case, an ATP check runs without product substitution. ■ Quantities and dates can only be c hanged in the main item that contains the original want. The availab ility c heck al ways runs at main item level. The subitems are adjusted according to the result of the check. ■ Rescheduling in the ERP system (transaction V_V2) does not support material substitution. For more information, see SAP Library, SAP Adv anced Planning and Op timization (SAP APO) → Global Av ailable to Promise (G lobal ATP) → Advanced Availability Check Methods → Rules-Based Availability Check →

Rules-Based ATP (SAP R/3 and SAP APO).

Global Available to Promise with Requirement Priority (ME21N Only) The requirement priority can be included in the availability check in the SCM system in the reassignment of order acknowledgements. This allows a confirmed quantity of a document with low priority to be assigned to a document with a higher priority.


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For more information, s ee

Requirement P rioritization and SAP Library SAP Supply Chain Management (SAP SCM), SAP Adv anced Planning and

Optimization (SAP APO) → Global Av ailable to Promise (G lobal ATP) → Event-Driven Q uantity Assignment → Reassignment of Order Confirmations.

Product Allocation For more information about the SCM availability check with product allocation for stock transport orders, see SAP Note 600883  ME21N Availability check with product allocation in APO.

Rescheduling with Availability Check Use You can run rescheduling for stock transport orders for which an availability check is carried out in the ERP system or SCM system (backorder processing).

Rescheduling includes and generates change documents for stock transport requisitions and stock transport scheduling agreements. For more information, see the documentation for Rescheduling of Sales Documents and Stock Transfer Documents (transaction V_V2, report SDV03V02).

Integration Rescheduling in the ERP system does not support the product allocation check. A check with product allocation is only possib le in the SCM system. A material that is check ed in the SCM system is excluded from scheduling in the ERP system. For these materials, you should use backorder processing in the SCM system, which also supports the product allocation check for stock transport orders.

Prerequisites Purchase orders on hold are read, but are not rescheduled. This means that the dates in purchase orders on hold are not changed by rescheduling.

Features The system behavior for rescheduling depends on the rules for copying the results of the availability check. (See Availability Check for Stock Transport Orders) You use the rules to define how the delivery proposal is shown in the schedule line view of the stock transfer document: ● If you use the One-time delivery (resc heduling: delivery proposal) rule, the system adjusts the desired delivery date and the desired schedule line quantity to the availability situation. This rule corresponds to the system behavior up to and including SAP ECC 5.0 .

The result of the last availability check is an under-confirmation. Delivery Date


Confirmed Date

Confirmed Quantity

10/18/2006

10

12/31/9999

5

Rescheduling results in a changed availability s ituation: This result is copied to the schedule line view, and the original date requested by the user is lost: Delivery Date


Confirmed Date

Confirmed Quantity

10/18/2006

6

10/18/2006

6

10/25/2006

4

10/25/2006

4

● If you use the rules One-time delivery (A), Complete delivery (B), Delivery proposal (C), Selection window in case of material shortage (batch: one-time delivery) (D), Selection window in case of material shortage (batch: delivery proposal) (E), or Selection window in case of material shortage (batch: complete delivery) (U), the quantities and dates requested by the user remain.

The result of the last availability check is an under-confirmation. Delivery Date


Confirmed Date

Confirmed Quantity

10/18/2006

10

12/31/9999

5

Rescheduling results in a changed availability s ituation: The result according to rule A (one-time delivery) is copied to the schedule line view as follows: Delivery Date


Confirmed Date

Confirmed Quantity

10/18/2006

10

10/25/2006

6


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The result according to rule A (one-time delivery) is copied to the schedule line view as follows: Delivery Date


Confirmed Date

10/18/2006

10

10/25/2006

10/25/2006

10/25/2006

Confirmed Quantity

10

The result according to rule C (delivery proposal) is copied to the schedule line view by inserting an additional line, as follows: Delivery Date


Confirmed Date

10/18/2006

10

10/25/2006

Confirmed Quantity

10/18/2006

10/18/2006

6

10/25/2006

10/25/2006

4

Activities You will find rescheduling in the menu under Logistics → Sales and D istribution → Sales → Backorders → Rescheduling → Execute. ● System behavior for rules A-E and U ("new schedule line processing): You can only run rescheduling for stock transport orders at item level, not at schedule line level. In other words, the system only schedules all of the schedule lines in an order item together. ● Sys tem behavior for rule BLANK: You can run rescheduling for stock transport orders at item level and at schedule line level. Note that the result of rescheduling is copied to the schedule line view, and the original date requested by the user is lost: For more information, see SAP Note 821739 – FAQ: Resc heduling Transaction (V_V2) in Purchasing.


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Availability Check STO SAP

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