Customizing for Substitution 

Purpose

To enable substitution, define the substitution logic in Customizing in the order listed below.

Process Flow

Creating Substitution Strategies

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       1.      In Customizing, choose one of the following:

○       AFS Allocation Run  ® ARun Detail  ® Substitution  ® Substitution Strategy (for, ARun)

○       Sales and Distribution  ® Basic Functions  ® Availability Check and Transfer of Requirements  ® Availability Check  ® AFS Substitution  ® Substitution Strategy (for, ATP)

       2.      Enter a unique identification (4 alphanumeric) for this new strategy, plus a free-form description.

       3.      Save the strategy.

This function is optional for ARun but mandatory for ATP.

Creating Rules

You can either use the existing substitution rules or create new ones. To create new rules:

       1.      In Customizing, choose one of the following:

○       AFS Allocation Run  ® ARun Detail  ® Substitution  ® Substitution Rule (for, ARun)

○       Sales and Distribution  ® Basic Functions  ® Availability Check and Transfer of Requirements  ® Availability Check ® AFS Substitution  ® Substitution Rule (for, ATP)

       2.      On the Substitution Rule Overview screen, choose New entries.

       3.      Enter a unique number for this new rule (up to 4 alphanumeric). Then fill in the rest of the fields.

○       Max.No.Subst

Enter the maximum number of substitutions permitted for each requirement within an allocation run.

○       Available Trigger

This parameter used for triggering substitution. It first calculates the coverage of the requirement quantity by regular stock. In case the percentage of coverage is less than the specified available trigger percentage, substitution is triggered. For example, an entry of 70 here means that if there is enough stock on hand to fill 70% of an order, then no substitutions should be made and the order will remain only 70% filled. If however, there is only enough stock to fill 60%, then the remaining 40% should be filled with substitute material, thus filling 100% of the requirement.

○       Minimum Original %

Enter the minimum percentage of originally requested material that must available for a requirement before a partial substitution will be permitted.

For example, suppose you enter 20 here. Then if there is enough original material to fill 30% of the requirement (which is over the 20% minimum trigger), then the remaining 70% will be filled with substitute material. However, if only 15% of original material is available (under the 20% minimum trigger), then the entire requirement will be filled with substitute material; that is, the system will not allocate any original material to the requirement, even though it is physically available.

○       Acceptance %

Enter the minimum percentage of one substitution that must be reached in order to allow substitution. If the available substitution percentage is below the acceptance percentage, the substitution is dropped.

For example, suppose you enter 20 here. Then you have a requirement of 100 pieces and only 50 in stock. If the system finds only 10 pieces of the substitute material in stock (less than the 20% needed for acceptance), the system does not perform the substitution and looks for another suitable substitute material instead. If, on the other hand, you have 30 (more than the 20% needed for acceptance) of the substitute material, the system will allocate it to the requirement.

○       Item

In this section, you activate substitution on the sales order item level for different types of substitution (for example, material substitution, plant substitution and sequence of the plant substitution).

○       Schedule Line

In this section, you activate substitution on the schedule line level for different types of substitution (for example, grid value, category, or sequence of category substitution.

○       ATP

These parameters define how the system is to handle substitution during sales order ATP checks.

○       ARun

In this section, you determine whether a group of schedule lines should revert to the same material/plant if one of the schedule lines has substitute information.

       4.      Save your entries.

Assigning Substitution Rules to Strategies

       1.      In Customizing, choose one of the following:

○       AFS Allocation Run  ® ARun Detail  ® Substitution  ® Determination Table Maintenance (for,ARun)

○       Sales and Distribution  ® Basic Functions  ® Availability Check and Transfer of Requirements  ® Availability Check  ® AFS Substitution  ® Determination Table Maintenance (for, ATP)

       2.      Assign a substitution rule for each customer-specific substitution strategy you created. You can assign the same rule to different strategies.

       3.      Save your entries.

This function is optional for ARun but mandatory for ATP.

Assigning Substitution Strategies to Customers

       1.      In Customer Master Data, select the customer to whom you want to assign a substitution strategy.

       2.      Under sales area data, select AFS additional data.

       3.      Enter the substitution strategy you created above. Under ARun data, you can assign the substitution strategy for ARun substitution. Under Order Proposal, assign the substitution strategy for ATP substitution.

       4.      Save your entries.

This function is optional for ARun but mandatory for ATP.

Activating the Substitution Logic

       1.      Do one of the following:

                            a.      In Customizing, choose AFS Allocation Run  ® ARun Optimizer  ® ARun Optimizer Control  ® ARun Type. Select the ARun type (allocation type) you want to maintain

                            b.      In Customizing, choose AFS Allocation Run  ® ARun Detail  ® ARun Type. Select the ARun type you want to maintain.

       2.      Choose Details.

       3.      Under the heading Substitution, maintain the following entries:

○       Substitution Rule

Enter an existing substitution rule. If you do not want to use the standard rules, you can create additional ones. (See Creating rules above.)

○       Determination Logic

A = The system should always use the default substitution rule

C = The system should first check to see whether there is a customer-specific rule. If there is no substitution strategy in Customer master data, then the system should use the default rule. If you have maintained a strategy in Customer master data but the system could not determine a substitution rule, the system will not perform substitutions.

○       Material Determination

Any other user-defined substitution logic can also be used.

Determination MDP

This flag specifies which material determination procedure the system is to use:

■       Always use the default procedure.

■       Use the determination procedure in the order type. (This is the same procedure that is used in ATP substitution.) If no procedure is defined, the system will use the default procedure.

■       If you do not want the system to do any material substitution at all, leave this field blank.

This setting is relevant only for FIFO allocation logic. If you are using spread logic, the system will always use the default procedure.