Requirements Planning 

Use

You use functions for requirements planning when you want to enter the following data in the order:

These two cases are represented together here.

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:

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.

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:

Enter the value 3 (reservation effective immediately or purchase requisition generated) in the Res./purch.req. field.

Enter the value 2 (reservation effective after release or purchase requisition generated) in the Res./purch.req. field.

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:

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 Res./purch.req. indicator in Customizing.

Enter the value 3 in the Res./purch.req. field.

Any stage

Choose the Activate res./purch.req. symbol.

  

Only after release

Do not set the Res./purch.req. indicator in Customizing.

Enter the value 2 the Res./purch.req. field.

<No stage>

  

Enter the value 1 the Res./purch.req. field.

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.