Availability Check Configuration
Availability check is carried out in different transactions transactions like Sales order o rder creation, delivery creation, Purchase order creation, goods issue and also in production order. The point to be noted here is everywhere the availability check is carried out using two basic elements. 1. Checking rule 2. Checking group Now let us understand these two important elements. Checking Rule
Checking rule is transaction based, i.e. In STD SAP system, if you are creating the sa les order, then it is A, if delivery then it is B, if you are creating/releasing production o rder, then it is PP. This is almost fixed. What is the use of o f this as a single element it does not have any meaning, but with checking group. Checking group
Checking group is the o ne what you assign in material master at plant level, i.e. for different plant and for the same material or for same plant different material there can be a d ifferent checking group. This Th is is assigned in material master in MRP3 view, as a signal element it may not have much meaning except that it may be used for checking at which level - group level or individual level and quantities confirmed in the availability check are to be locked or not. Combination of Checking rule and checking group will define the scope of check In scope of check you will be defining all control parameters in t-code OVZ9 Checking group you have defined in MMR as 01 and system is checking with checking rule A as it is a sales order you have created creat ed Hence the system takes the said combination Checking rules are predefined in SAP. S AP. Checking Rule A for Sale Order and B for Delivery is pre defined in SAP and based on the availability check what you maintain in material master, checking rule will react in sale o rder. 'A' refers to Sales Order and Availability check Ru le determined in '01'. IMG - SD - Basic Funtions - Availability Check and Transfer of Requirements - Availability Check - Select the required Option for Rule Based Availablity Check or Others
Types of Availability Check in Sales and Distribution ProcessingThere are three types of availability check: _ Check on the basis of the ATP quantities _ Check against product allocation _ Check against planning The following SD-specific control features need to be maintained in Customizing: _ Checking group The checking group controls whether the system is to create individual or collective requirements in sales and shipping processing. In add ition, a material block for the availability check with transfer of requirements can be set here. The checking group can also be used to deactivate the availability check. This option was created especially for the assembly order so that when the bill of material is exploded in the assembly order, the individual components, if necessary, can be classified as non-critical parts as far as procurement is concerned. The checking group specifies in combination with the checking rule the scope of the availability check. It is proposed in the material master record on the basis of the material type and the plant, and copied into the sales and distribution documents. It is specified in MMR in MRP3 screen, availability check tab. _ Checking Rule You use the checking rule to control the scope of the availability check for each transaction in sales and distribution. You also specify whether t he check should be
carried out including or excluding replenishment lead time. The individual checking ru les define by transaction, which kinds of stocks and inward ± outward movement(receipts and issues) of goods should be taken into account for the availability check. _ Schedule line category
You can control with the schedule line category whether an availability check and transfer of requirements should be carried out in the sales documents. The possible settings for this at schedule line level are depe ndent on the settings in the requirements class which is determined from the requirements type of the material. _ Delivery item category The delivery item category can be used to control whether an availability check takes place in deliveries. Requirements type
The various requirements are identified by their requ irements type. The requirements type refers to the requirements class and its contro l features. it is assigned to requirement class. _ Requirements Class The requirements class contains all control features for planning such as relevance for
planning, requirements planning strategy and requirements consumption strategy. In addition, it is specified at a global level whether an availability check is to t ake place for the material in the sales and d istribution documents on the basis of the ATP quantity (ATP = available to promise) and whether requirements are to be passed o n. A finer degree of control can be obtained for sales documents using the schedu le line category. Replenishment lead time is only included in the c heck performed on the basis of the ATP quantity. Prerequisites An availability check can only be carried out if the following prerequisites have been fulfilled: _ The control elements described above for the availability check must be maintained in Customizing for Sales and the relevant assignments made to the sales transactions _ The availability check must be switched on at requirements class level and ± for theavailability check in the sales documents ± at schedule line category level
A requirements type must exist by which the requirements class can be found _ A plant must be de fined. It can either be proposed from the customer or material master record or can be entered manually in the document._ A checking group must be defined in the material master record on the Sales/plant data screen in the Availability check field Configuring entries of the Availability Check IMGàSDàBasic fncsàAvailability check and TORàAvailability checkàAvailability check with ATP logic or against planningàDefine checking groups You can use SAP std checking groups of 01 for summarized reqts or 02 for daily reqts or u can create ur own. The columns total sales and total deliveries are selection options whereby u can co nfigure a checking rule to sum up reqts to post to MRP either individually or by day or week. Column 5, Block qty; set t his block if u want several users to be able t o process the material simultaneously in different transactions without blocking each ot her. The No Check indicator is used when u want a material to not be relevant for an ATP check. a material block for other users. The Block checkbox is an indicator that enables u to block the particular material from being checked for availability if it is already being checked at the same time by another user.Defining the default value for checking groups. However should no entry exist for the checking group in the material master record, one can set a default value per material type and plant. Controlling the availability check. In this section, u tell the system what stock o n hand and what inward and outward movements of stock it must take into account when performing the availability check. These settings are based o n the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sd transaction. The carry out control for the availability check must be maintained for both the sales order and delivery. Defining
TOR IMG à SD à Basic fncs à Availability check and TOR à TOR A line item in the sales order creates a schedule line. The schedule lines in the sales order transfer the requirements through to MRP. You can select the docs on which you want the TOR to happen. For ex, not for quotations. The TOR aims to ensure the ordered materials are available for the requested delivery date. The TOR can be set for individual or for collective requirements (materials masteràsales/plant view).
The TOR is dependent on the following data:
The reqts type, reqts class, checking group and schedule line catego ry. The reqts type and class are determined in the strategy group (material masteràMRP3) For TOR to be carried out, a few criteria need to be met:
Plant assigned to line item level, schedule line category should be switched on at TOR, TOR must be switched on at t he reqts class level, checking group must be de fined and allocated to the material master record (sales/plant view in the availability check field) The reqts class is the controlling factor for t he availability check and the TOR for all sd types. Configuring the TOR: 1) Use std 041 reqts class or copy and rename it. Use the indicators to select if this reqts class must carry out an availability check and/or a TOR. 2) Define the reqts types. A reqts type is allocated to a single reqts class and not vice versa. It is based on the item category and the MRP type of the material. 3) Assign the rqts type to the relevant item category in the sales order and the MRP type found on the material master record. You can select an alternative search strategy where u assign the reqts type to item category and MRP type. Can select source as 0, 1 or 2. (1 = Item type and MRP type strategy). 4) The TOR and Availability check can be selected/de-selected at the schedule line category level. 5) Block qty confirmation in delivery blocks. This is used to block the reservation of the TOR from MRP. 6) Maintain requirements for TOR. Requirements can be used to determine that the TOR to MRP is not carried out unless a number of conditions are met. Availability Overview = CO09 à order qty, sd doc no, item no, requirements class. Stock requirements list = MD04 à sd no or dly no, line item, schedule line placing the demand Stock overview = MMBE à total stock per company, then plant followed by storage location, and finally a breakdown per batch.
1. The checking group + checking rule determine how the availability check is to be performed. 2. The checking group determines whether and how the system checks the stock availability and generates requirements for material planning. The checking group defines what type of
requirements will be passed on i.e. summarized requirements (daily/weekly) or individual requirements for each sales order. 3. The checking rule applies to how the availability check is to be carried out at the transaction level. Note that you must define checking rules for each individual applicat ion such as for production orders for example. In Sa les and Distribution, the checking rule is specified internally within the system and cannot be changed. 4. The checking rule, in conjunction with the checking group, determines the scope of the availability check for every business operation; that is, which stocks, receipts and issues are to be included in the availability check and whether the check is to be carried out with or without the replenishment lead time. 5. Briefly explaining the above ± checking group determines which type of requirement to be passed on to MRP whether it be individual or summarized and check ing rule which is at the transaction level and can be configured independently for each application module, determines which stocks, receipts and issues to be taken into account. For performing an ava ilability check checking group has to work in conjunction with checking rule. 6. Advantages of individual processing over summarized processing ± Backorder processing is possible. You can access (MD04) order, line and schedule line individually which gives a greater control on available stock and requirements placed on stock. The system automatically uses individual requirements in case o f special stock items. 7. Required data for the Availability check to be carried out ± The Availability check must be switched o n at the requirement class level. The Availability check must be set at the schedule line level. A requirements type must exist by which the requirements class can be found. A plant must be defined in the sales order for each schedule line item (in other words plant must be defined for every material in MMR). A checking group must be defined in the material master record in the MRP3 screen in the availability check field. 8. Configuring Availability check and defining Checking Groups ± Checking groups are introduced into the sales order based on the setting in the material master record. SAP standard checking groups are 01 ± summarized requirements and 02 ± individual requirements or you can create your own by copying the standard ones. Total sales and total deliveries columns are there to configure a checking rule to sum up requirements to post to MRP either individually or by da y or week. Block quantity required can be set if you want several users to be able to process the material simultaneously in different transactions without blocking each ot her. The no check indicator is CHECKED when you DO NOT want the system to carry out ATP check.
9. Defining material block for other users ± the block check box is an indicator that enables you to block material master records of a particular material during the availability check and restrict other users from accessing same master record and reserve the material. If the block is not set, two users can confirm the same material at the same time for two different orders, not knowing if the stock is available or not. If you select this field, the material is blocked during t he availability check and other users cannot: a) Make changes in the material master record. b) Create purchase orders for the material. C) Create orders for the material. 10. Defining default values for checking groups - Checking groups are introduced into the sales order based on the setting in the material master record. However if there is no entry present in the material master record for the checking gro up, a default value can be set here, depending on material type and plant. This default value will be used by the system depending on t he material type mentioned in MMR and plant in sales order. If an entry exists, this default value is over written by MMR. 11. Controlling Availability Check ± in this section, you tell the system what stock o n hand and what inward and outward movements of stock it must take into account when performing the availability check in addition to whether or not to consider the replenishment lead time. 12. These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sales and distribution transaction. 13. These settings carry out control both for sales order and delivery as well. This is due to the fact that you may want to include specific stock or incoming stock for the sa les order, yet at the time of the delivery only include physical stock on hand waiting to be shipped. 14. It is possible to indicate to t he system that you would like the availability check NOT TO CHECK the stock at the storage location level. This indicator is used to set the scope of the availability check. 15. It is used to switch off the check at storage location level. You create a reservation for a particular storage location. However, the scope o f the availability check is set in such a way as to exclude the storage location. In this case, the system carries out the check at plant level only and does not take the storage location into account that is specified in the reservation. 16. Should you not want the system to automatically check RLT, you may indicate so here. RLT is the time taken for a material to become available. It is only used when doing an ATP check and is taken from MMR. 17. Defining the elements in the availability check entirely depends on the business needs, but a few tips are given under ± When controlling the Availability check at t he time of the sales order, a purchase requ isition does not necessarily indicate by it is going to come into the plant. A shipping notification on the other hand - a confirmed purchase order ± is a good indicator of receiving stock on a specified date.
It is always recommended not to select the shipping notifications for the delivery requirements type as you may not actually receive the stock into plant or warehouse for which you are creating a delivery.
