In this IMG section you define checking groups with which you specify the type of requirements records the system is to create when processing sales orders or deliveries. Sales order requirements and delivery requirements can be controlled separately.
You can create the following requirements records:
If confirmed quantities are not cumulated, the following problem may occur:
Starting from the delivery date of the sales order and working backwards, the system checks whether ATP quantities exist. If such quantities do exist, the new sales order will reduce these ATP quantities. Here, sales orders can only reduce the ATP quantities if they lie before the delivery date.
In this logic, the system does not take the confirmed quantity of sales orders that have already been created into account. If, in the past, receipts were either moved forward or backward and/or they were reduced, it is possible that the ATP quantity of the receipt that lies directly before a sales order which has already been confirmed is no longer sufficient to cover the requirement.
The following example should clarify this point:
| MRP elemt | Recpt/Reqmt | ATP qty | Cumul.ATPqty | Confirmed qty |
|---|---|---|---|---|
| Stock | 100 | 0 | 0 | - |
| SALES ORD 1 | -200 | -100 | -100 | -200 |
| PLND ORD | 100 | 0 | 0 | - |
| SALES ORD 2 | -100 | 0 | 0 | 100 |
In this example, the first sales order was completely confirmed when the planned order lay before sales order 1 on the time axis. Then, the planned order was rescheduled out so that it now lies after the delivery date of sales order 1 on the time axis. For the new sales order 2, the ATP check comes up with an ATP quantity of 100 as the rescheduled planned order is now completely available again and according to the ATP logic, sales order 1 cannot be covered by this receipt.
In this particular example, the confirmation situation is no longer up-to-date as the planned order has been rescheduled. Therefore, the sum of all the confirmed quantities exceeds the sum of all receipts.
To solve this problem, you have the following options:
With the cumulation of quantities, you can avoid such inconsistencies asyou can control exactly how the system is to carry out the check:
When creating/changing a new sales order, the system includes all the quantities confirmed to date when calculating the cumulated ATP quantity. This means that the new sales orders can only be confirmed if the sum of the receipts exceeds the sum of the confirmed quantities.
When creating/changing a new sales order, the system includes the sum of all open requirements quantities when calculating the cumulated ATP quantity. This means that new sales orders can only be confirmed if the sum of the receipts exceeds the sum of the requirements quantities.
You can make the following settings for this new ATP checking logic when creating/changing a sales order:
The checking group is determined depending on the material type and plant and is proposed in the material master record. The section "Define the checking group for each material type" describes how to allocate checking group to material type and plant. Together with the checking rule, the checking group determines the scope of the availability check.
For procedures relevant to requirements which lead to special stock (e.g. make-to-order production), the system automatically creates individual requirements records, even if the configuration was set in the material master record or via the checking group for summarized requirements records.
You can use either summarized requirements or individual requirements for each checking group. Changing the method of summing up requirements results in a change in the information contained in the record. When you change from individual to summarized requirements, you lose the assignment to sales orders, for example.