Integration of Sales Documents

In this section, you find information about how sales orders, requests for quotation (RFQs), quotations, scheduling agreements, and returns are transferred from SAP ERP to SAP Advanced Planning and Optimization (SAP APO). The statements made below about sales orders also apply to RFQs, quotations, scheduling agreements, and returns but with certain restrictions.

Features

Question	Answer
What prerequisites are there for the transfer of sales orders?	The prerequisite is an active integration model for sales orders.
How can a sales order be created?	A sales order can be created: By transfer from SAP ERP By creating a VMI sales order in SAP APO
What happens when data is adopted from a preceding document?	If data is adopted from predecessor documents (such as an RFQ or a quotation), SAP APO allocates the requirement records between the predecessor and successor document. Restrictions: For more information about restrictions in the rules-based availability check, see SAP Note 544546.
What should be taken into consideration for the customer scheduling agreement?	Restrictions: The rules-based ATP check is not supported for scheduling agreements with releases. It should also not be used for other scheduling agreements.
What should be taken into consideration for sales orders?	Restrictions: The rules-based ATP check is not supported for items that have a subitem or superordinate item. For example, this restriction applies to BOMs and SAP ERP product selection. SAP ERP provides all the necessary sales order data for the ATP check to SAP APO. For more information about item category determination in the rules-based availability check, see SAP Notes 451108 and 505086. The credit limit and the delivery block are taken into account depending on SAP ERP Customizing (requirements relevance/no requirements relevance) when the sales order is saved. Depending on the settings chosen, when the sales order is saved, a message is generated, the delivery is blocked, or no confirmed quantities are written to SAP APO. Cash sales/rush orders check directly against immediate delivery. In SAP APO this is checked using scope of check B.
What should be taken into consideration for returns?	The following prerequisite must also be filled for the integration of returns: In SAP R/3, the integration of returns must be activated in Customizing the Core Interface (CIF). For more information, see Customizing for CIF under Application-Specific Settings and Enhancements Settings and Enhancements for Sales Orders Set the Transfer of Returns to SAP APO . This is not active as standard. For more information, see Transportation Planning / Vehicle Scheduling (TP/VS). You can transfer returns and return deliveries to SAP APO and use them in the product availability check even if you do not use these categories in TP/VS.
What should be taken into consideration for the availability check?	For information about the availability check in SAP APO, see also Global Available-to-Promise (Global ATP). The sales order checks availability in SAP APO if you have transferred the product availability check to SAP APO using the integration model. Restrictions: Only materials with individual requirements are transferred to SAP APO using the integration model (CIF). Ensure that the corresponding entries have been made in the material master (Availability field) and in SD Customizing (Define Checking Group).
What should be taken into consideration when a sales order is changed?	Changes that are relevant for requirements are transferred to SAP APO. Changes to the following fields, which are relevant for requirements, always trigger an ATP check: Plant Requirements type Date Order quantity (-> change in weight) Material number Batch Valuation type Conversion factor for quantities Shipping point Route Reason for rejection Quantity fixed indicator Order probability Project number Three cases are implemented as standard for the transfer of data changes that are not relevant to requirements: Delivery priority Goods recipient Change of configuration As of SAP ERP 4.5, ordering parties are changed by overwriting them. Ordering-party-dependent data is redetermined; the ordering party is not relevant to SAP APO.
What should be taken into account when a sales order is deleted?	Deleting and canceling documents in SAP ERP results in deletion in SAP APO, even if a reason for rejection is given.
What restrictions are there for consignment processing, as well as for returnable packaging processing and empties processing?	You cannot carry out SAP APO ATP checks for consignment, returnable packaging, and empties processing. Receipt and issue elements are not transferred to SAP APO by the system.
What happens when the material number is replaced in the sales order?	The replacement of the material number in a customer order does not result in any restriction of SAP APO functions if this material is known in SAP APO. Restrictions: It is not possible to use SAP ERP product selection in connection with ATP rules.
What master data and Customizing data is relevant?	Master data and Customizing data from SAP ERP and SAP APO is relevant and it is read by the system as needed.
How is shipment and transportation scheduling integrated?	For more information, see Scheduling.