Quantity Optimizing (SAP Library

Quantity Optimizing

Use

When you enter purchase orders, sales orders and deliveries, you can have the system optimize the quantities to make the most out of agreements you have with customers or vendors granting you better conditions when you order complete logistics units (such as whole pallets).

Integration

Quantities are optimized in the following areas (also note the constraints in the Features section):

Purchase orders
Allocation tables
Sales orders
Deliveries
Store orders
Consumption-based planning

Features

Types of Quantity Optimizing

The quantity optimizing function rounds off quantities you enter according to rules that are predefined in Customizing. You can round either up or down. The system can also take different units of measure of an article into account. The following options exist:

Rounding off using a rounding profile

You can enter a profile in Customizing. The system will then use this profile to round quantities off (that is, round up or down). If a rounding profile is entered in purchasing or sales master data, the system rounds off quantities when documents are processed.

Rounding off using a rounding value

This type of rounding ensures that only the allowed number of decimal places are used and that only allowed logistics units are taken into account.

Check for compliance with threshold values

You can enter fixed values for rounding off items in purchasing and sales master data. The optimizing function ensures that the quantity rounded to does not fall short of the minimum threshold quantity or exceed the maximum threshold quantity.

Integration in the Applications and Constraints

Purchase orders

The optimizing function is available for documents entered online or generated automatically in the background.

Constraints:

The maximum quantity is only taken into account in additional planning.

Collective purchase orders can only be generated online.

Allocation tables

Quantities are optimized at site level for each allocation table item. When quantities are optimized in allocation tables, quantities are not reoptimized when follow-on documents are generated.

Sales orders

The optimizing function is available for documents entered online or generated automatically in the background.

Constraints:

Quantities are not optimized.

Sub-items representing an inclusive or exclusive quantity (such as free goods)
Materials marked for active ingredient management or steel processing
Configurable articles
Generic articles
Orders with the type Scheduling agreement with release (type LZ)

Deliveries

The optimizing function is available for documents entered online or generated automatically in the background.

Constraints:

The minimum delivery quantity is only taken into account for deliveries for sales orders.
The maximum delivery quantity and dynamic rounding profiles are only taken into account for deliveries generated from store orders.

Store orders

Optimizing is included in the store order functions and is available for all purchase orders, deliveries and sales orders that are generated from store orders.

Consumption-based planning

Quantities are only optimized in purchase requisitions generated as part of a requirements planning run scheduled in the background.

Constraints:

Consumption-based planning only takes static rounding profiles into account. Neither dynamic rounding profiles nor profiles for quantity addition and subtraction are taken into account.

See also:

Ordering

Allocation

Sales Order Processing

Store Order