Rules-based ATP (R/3 and APO) (SAP Library - SAP Advanced Planner and Optimizer (SAP APO))

Rules-based ATP (R/3 and APO)

Purpose

A sales order is entered in the R/3 System and the product availability check for the product is carried out in APO. If the requirements quantity for the requested product cannot be confirmed in full, a product substitution should be carried out based on defined rules.

No rules-based ATP can be executed currently for sub-items in the sales order.

Prerequisites

You defined the determination of the requirements class in the R/3 System. The requirements class with requirements type and checking group are selected so that rules-based ATP can be carried out in APO. For more information see the section on R/3 and APO Customizing equivalents in the integration scenario for the Global Availability Check.

In the R/3 System a business transaction was created and stored in the order type of the sales order. This ensures that the rule strategy can be found in APO. In R/3 Customizing for Sales and Distribution select Basic Functions ® Availability Check and Transfer of Requirements ® Rules-based Availability Check.
All ATP-relevant data was transferred from the R/3 System into the APO system via the APO Core Interface and the Availability check indicator was set. This ensures that the ATP check is carried out in APO and not in the R/3 System. The integration model must be active. Otherwise the ATP check is carried out in the R/3 System. For more information see APO Core Interface.

The settings for the ATP check or rules-based ATP check were made in APO. For more information see Settings for the Product Availability Check and Settings for the Rules-based Availability Check.

A rule using a product substitution procedure was created in which the product substitutions were defined. For more information see Integrated Rule Maintenance.

All necessary settings were made in the condition technique. For more information see Condition Technique.

Process

In this example the product requirement cannot be covered completely. Product was P1; requested delivery date 20.07.00, order quantity 1000 pieces. A product availability check should be carried out for P1. If there is an availability shortage, rules-based ATP should be carried out. The product substitution procedure of the rule defines that product P2 should be proposed and checked after checking product P1.

You create a sales order in the R/3 System (VA01). Select ENTER.

The ATP check is carried out in APO. You obtain the hierarchical display in accordance with the settings. The symbol

is displayed in the results tree. This means that the requirements quantity cannot be fully confirmed. The expanded results tree looks as follows.

Results tree

Requirements group	Schedule line	Date	Requirements quantity	Confirmed quantity	Further functions
P1/L1/Item 000010	0001	20.07.00	1000	905	Product Availability Overview; Delivery Proposal Screen (The proposed check results can still be changed here). ! Adopt schedule line
Requirements group (product/location selection)	Schedule line	Date	Requirements quantity	Confirmed quantity	Further functions
P2/L1	0001	20.07.00	95	95	Product availability overview; Delivery proposal screen (The proposed check results can still be changed here). ! Adopt schedule line

Adopt the delivery proposal without change by selecting

You branch to the sales order entry again. Two sub-items with confirmed quantities are created automatically for the main item entered.

You save the sales order.