Flexible Planning in R/3 and Product Allocations in APO (SAP Library - SAP Advanced Planner and Optimizer (SAP APO))

Flexible Planning in R/3 and Product Allocations in APO

Purpose

You have a description here of how you carry out planning (Flexible Planning) in R/3 and how you carry out the availability check against product allocations ( product allocations) in APO. Product allocation is triggered by the sales order entry.

This scenario also applies to the changeover from R/3 to APO where further planning should take place. For this, the characteristics combination and the product allocations have to be transferred from the product allocation group to the planning area. For further information see product allocations in the sales order entry.

Prerequisites

You configured product allocation in the requirements class.

In Customizing for Sales and Distribution choose Basic Functions ® Availability Check and Transfer of Requirements ® Availability Check ® Availability Check Against Product Allocation ® Define Flow According to Requirement Category.

You configured product allocations in the schedule line category.

You entered the product allocation procedure in the basic data screen of the material master.

If you are using the info structure S140, you should have maintained the customer group in the master data for Sales and Distribution in the sales area.

For further information see the R/3 Documentation: Basic Functions and Master Data in Sales and Distribution Processing.

You maintained the statistics group for the customer and the material. Updating is thereby possible (for S140).

Updating must be activated for the info structure.

The incoming orders quantity in the info structure can diverge from the incoming orders quantity in APO. The cause of this is the implementation of product allocation in APO and corresponds to the design.

You can transfer the settings for product allocation, which you made previously in R/3, to APO. You made the following settings previously in R/3 Customizing for Sales and Distribution via Basic Functions ® Availability Check and Transfer of Requirements ® Availability Check ® Availability Check Against Product Allocation:

You created a product allocation procedure (TA: OV1Z)
You defined a product allocation object (TA: OV2Z)
You defined a hierarchy (TA: OV3Z)
You defined the control (TA: OV4Z)
You defined the consumption period (TA: OV5Z)
You defined the flow according to requirements class (TA: OVZ0)
You defined the flow according to schedule line category (TA: OVZ8)
You permitted collective product allocations in info structures (TA: OV7Z).

The prerequisite for this is the existence of a planning hierarchy.

Using the report RMQUOT00 you have checked the settings for product allocation.

You plan in R/3. You carry out the following activities in Flexible Planning. From SAP Easy Access choose Logistics ® Production ® Sales/Operation Planning ® Planning ® Flexible Planning.

You created a planning hierarchy. If you are using info structure S140, then you have changed the planning hierarchy.

Choose Master Data ® Planning Hierarchy ® Change. Enter the product allocation object and the characteristics in the dialog box.

You defined the proportions of lowest-level nodes for consistent planning.

Choose Master Data ® Proportion Calculation ® Planning Hierarchy Basis.

For further information see the documentation LO – Sales and Operations Planning (SOP).

You defined consistent planning for the info structure (TA: MC94). You assigned the product allocation quantities via the selection of the product allocation object.

You transferred the product allocation control from R/3 to APO (transaction QTSP).

You also made the settings for product allocation in APO. For further information see Product Allocation Settings.

You transferred the product allocation quantities to APO using transaction QTSA. You can use any version in planning. In Flexible Planning the active version is always number A00.

As of 4.5B, product allocation quantities are transferred from Flexible Planning via Environment ® APO Transfer. This can then only be carried out using transaction CIF.

As of 4.6C you can transfer the product allocation quantities and the product allocation control via Logistics ® Central Functions ® Supply Chain Planning Interface ® Core Interface Advanced Planner and Optimizer ® Environment ® Product Allocations and Product Allocation Control.

Updating is necessary. It can differ from the quantities in APO.

Example

The product allocation process can be explained using the following example. Product is P, requirements quantity is 3001, check methods are product availability check first, then product allocations.

You create a sales order in the R/3 System and choose ENTER.

You branch to a delivery proposal screen since the requirements quantity cannot be completely confirmed.

From the delivery proposal screen you can display the detail results of the check types and the product allocation results as well as the product availability overview.

Check Types

Product availability check

ProdAvail. date	Confirmed quantity	Confirmed quantity
21.07.2000	3,001	3,001

Product allocation

ProdAvail. date	Confirmed quantity	Confirmed quantity
21.07.2000	2,100	2,100
01.08.2000	700	2,800
01.09.2000	201	3,001

You adopt the results of the delivery proposal in spite of the date shift.

Delivery proposal screen

SL date	ProdAvail. date	Confirmed quantity	ONE-TIME	COMPLETE	Total confirmed quantity	PROPOSAL
21.07.2000	21.07.2000	2,100			2,100
01.08.2000	01.08.2000	700			2,800
01.09.2000	01.09.2000	201			3,001

Date Shift

You save the sales order in R/3. In the product allocation display the confirmed quantities are recognized as an incoming orders quantity in APO.