Stock Transfer with the Rules-Based ATP Check

Use

A stock transfer can be triggered automatically from the ATP check of a sales document item.

Example Example

Your company works with distribution and production plants. When the requested product is not available in the distribution plant, you want a stock transfer to take place automatically from the plant in which the product can be confirmed to the distribution center.

End of the example.

Integration

This function is converted using Production Planning and Detailed Scheduling (PP/DS).

Prerequisites

Master Data

Both locations (start and destination locations) should not be located in different OLTP systems.
You have maintained a transportation lane between the location from which the stock transfer is made (start location) and the location to which the stock transfer should be made (destination location).From the SAP Easy Access screen choose Master Data Transportation Lanes .For more information see Transportation Lanes .

PP/DS

You have selected the standard planning procedure 5 in the product master for the location products involved.
You have created a scheduling horizon for the conversion of ATP tree structures . In Customizing for SAP Advanced Planner and Optimizer (SAP APO)chooseSupply Chain Planning Production Planning and Detailed Scheduling (PP/DS) Global Settings Maintain Global Parameters and Defaults .

Global ATP

You have defined the production type Standard in the check mode. For more information, see Maintain Check Mode .
You activated the rules-based ATP check in the check instructions. You have not configured the call to PP/DS – neither in the check instructions nor in the location determination activity of the relevant rule. For more information, see Maintain Check Instructions .

For more information, see the Implementation Guide (IMG) for SAP SCM underAdvanced Planning and Optimization Global Available-to-Promise (Global ATP) General Settings Maintain Check Instructions.
You have created a rule and assigned a location determination procedure with a fan-shaped structure type to this rule.

In this location determination procedure you define which locations can substitute the requested location (for example, 0001 is substituted by 0002, 0001 is substituted by 0003, and so on). Note that the requested location (destination location) must be the starting point for all substitutions (start locations).

You assign a location determination activity to the location determination procedure. By setting the Stock transfer indicator in the location determination activity, you have defined that a stock transfer should take place when there is a location substitution. You can specify which means of transport should be used to carry out the stock transfer. If you do not enter one, the means of transport is read from the transportation lane.

The call of PP/DS may not be set in the location determination activity.

For more information, see Integrated Rule Maintenance .

Features

The stock transfer is carried out using a location substitution via the rules-based ATP checkin SAP APO. No stock transport requisitions are created during the check. The check results are saved to the database in the form of ATP tree structures when the sales order is saved. To generate stock transport requisitions, the ATP tree structures must be converted in PP/DS using a report. Depending on the scheduling horizon, the ATP tree structures can be converted immediately when the sales order is saved. The following functions are supported:

Rules-Based ATP Check
Converting ATP Tree Structures
In the case of make-to-order production: Recreating Procurement Proposals

Note
Capable-To-Promise (CTP) cannot be carried out for the substitute product location combination. However, it is possible to carry out a multilevel ATP check.

End of the note.

Recommendation
To avoid creating stock transfers multiple times, we recommend that you only use stock transfers if additional ATP checks take place in the input location.

End of the recommendation.

Example

You are working with the distribution center (plant 0001) and the production plant (plant 0002).

You create a sales order in the ERP system for a requirement in plant 0001.
In SAP APO the requirement is checked in plant 0001.

The ATP check cannot confirm the requirement.
A rules-based ATP check with location determination is carried out.

The system substitutes the plant 0001 with plant 0002. It checks if the requirement quantity can be confirmed in plant 0002. In the location determination activity you defined that a stock transfer should take place automatically to plant 0001 for the confirmed quantity. In this example the requirement is confirmed in plant 0002.

For more information, see Rules-Based Availability Check .
In the results overview, you adopt the confirmation and return to sales order processing.
The confirmation for plant 0001 is available in the ERP system.

It only makes sense to use a stock transfer if an additional ATP check takes place in the input location, to avoid creating multiple stock transfers.
You save the sales order in the ERP system.
In SAP APO, a stock transport requisition has been created dependent on the scheduling horizon.

The check results are written in the form of ATP tree structurespersistently to the database and must be converted in PP/DS via a report. If the requirement date lies temporally within the scheduling horizon, the ATP tree structures are converted immediately when the sales order is saved.

For more information, see Converting ATP Tree Structures .
Check the orders in the product view.

A receipt element ( PurRqs : purchase requisition) has been created for plant 0001. A corresponding requirement element ( PReqRel : stock transport requisition) has been created for plant 0002.

For more information, see Product View .