Requirements Planning
Use
You use functions for requirements planning when you want to enter the following data in the order:
For stock material , the stage in order processing from when the accompanying reservation should become effective
For non-stock material and operations to be processed externally , the stage in order processing from when the accompanying purchase requisition should be generated by the system
These two cases are represented together here.
Note
Note the following:
In the system, the term "relevant for materials planning" is used for both cases.
The term "reservation" has two meanings:
On the one hand, it means the technical object, which is always generated automatically whenever a material component is created, that is, planned for the order.
On the other hand, for
stock material
, it indicates that the technical object
Reservation
generated has become relevant for requirements, and for
non-stock material and external operations
, it indicates that a purchase requisition has been generated.
Features
There are different stages in order processing at which a reservation can become effective or a purchase requisition can be generated. You can propose or define these stages for the entire material for an order, or for each individual material item in an order.
Proposing a Stage for All Material Items in an Order
In Customizing for
Functions and Settings for Order Types
under
Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval
, you can choose between the following stages for the entire material for the order:
Immediately
For this, set the
Res./purch.req.
indicator.
This stage can no longer be canceled, since reservations have already been indicated as effective or purchase requisitions have been generated for the order. It also applies for all materials and operations to be processed externally that you have scheduled or that you enter subsequently.
Only when the order is released
For this, do
not
set the
Res./purch.req.
indicator.
On the
Administration
tab page in the order, you can display the stage set in Customizing in the section
Reservations/purchase requisitions
.
Defining a Stage for an Individual Material Item
In the component overview or on a component detail screen, the stage proposed initially for each material item in the field
Res./purch.req.
is the one set in Customizing. However, you can change this default value and choose between the following stages:
Immediately
Enter the value 3 (
reservation effective
immediately or purchase requisition generated
) in the
Res./purch.req.
field.
Only when the order is released
Enter the value 2 (
reservation effective
after release or purchase requisition generated
) in the
Res./purch.req.
field.
<No stage>
Even after you have released the order, the reservations or purchase requisitions for the material item are not effective or not generated.
Enter the value 1 (
reservation not effective
or purchase requisition not generated
) in the
Res./purch.req.
field.
If you subsequently want a reservation or purchase requisition to be effective or generated, you can change the value in the
Res./purch.req.
field.
Defining a Stage for All Material Items in an Order
You also have the following option at order level:
Any stage until release
Choose the
Activate res./purch.req.
symbol.
The reservations or purchase requisitions for the material items in the order are then effective or generated. This does
not
apply for material items, to which the value 1 (
reservation not effective or purchase requisition not generated
) has been assigned.
Overview of the options for selecting a stage, from which reservations are effective and purchase requisitions are generated
Stage in Order Processing |
Proposal for All Material Items |
For an Individual Material Item |
Immediately |
Set the
|
Enter the value 3 in the
|
Any stage |
Choose the
|
|
Only after release |
Do not set the
|
Enter the value 2 the
|
<No stage> |
Enter the value 1 the
|
Example
A motor must be checked owing to irregularities. However, it is not clear whether the irregularities actually stem from this motor. Nevertheless, a replacement motor is scheduled, which must be acquired from an external company. The replacement motor should only be procured once it has been determined that the motor must be changed. Therefore, the
Res./purch.req.
field for the material item in the order initially obtains the value 1 (
reservation not effective or purchase requisition not generated
), since the system should not generate a purchase requisition. Only when it has been determined that a replacement motor is required, can the planner responsible change the value to 3 (
reservation effective
immediately or purchase requisition generated
). The system then immediately generates a purchase requisition and the procurement process is started.