Allocation Against SD Contracts (SAP Library

Allocation Against SD Contracts

Use

You can make fixed reservations for SD contracts using the allocation run (ARun) function. This allows you to physically reserve warehouse stock for your customers in advance. Within the contract validity period, customers can now request partial quantities without running the risk that their contract purchase orders might not be currently available.

You can process orders both with and without contracts in one allocation run.

Integration

ARun and MRP use different methods for determining the status of allocations. Use the following table to interpret the status and to make the appropriate Customizing settings for your own situation:

Status	Description	Explanation
F (ARun status)	Fixed	The stock has a fixed reservation and is assigned to the requirements. Only stock with this status is eligible for subsequent delivery note creation.
R (ARun status)	Reserved	The stock is reserved and is assigned to the requirements. No delivery notes can be created yet. Stock must be physically in inventory in order to receive status R. Contract allocations can only have status R, not status F.
B (MRP status)	Blocked	MRP has blocked the requirements. If the physical warehouse stock is not sufficient for the contract entry, the quantity, which is not yet available, receives MRP status B. The next time an inbound shipment of this material is received, the system immediately assigns sufficient stock to the contract requirements to cover the status B quantity. The status of this new stock/requirements assignment would then be T.
A (MRP status)	Unrestricted stock	The stock is immediately available.
T (MRP status)	Temporary	Stock assigned to requirements without guarantee, and is subject to change.

You can use transaction J3AT (ARun) to assign unrestricted (status A) physical stock to SD contracts. You can have the system automatically create allocations for contract requirements by assigning an ARun type to the appropriate contract document type. If you have entered an ARun type in Customizing for sales order/contract handling (in ARun basic settings), then contract documents with that order type will automatically have status R when they are saved, for the amount of unrestricted stock available.

Again, the system only assigns stock, which is physically contained in the warehouse, not future receipts.

If you have a sales order that references a contract (also called a contract release order), and an ARun type has been maintained in ARun Customizing for sales order/contract handling, the system can automatically assign status F to the assigned quantity, depending on the release rule. This allows follow-on deliveries to be created for the sales order.

If a sales order references a contract, and the sales order quantity is less than the amount of stock with status R in the contract, the sales order can be filled in one of two ways, depending on the setting in Customizing for sales order/contract handling (in ARun basic settings):

· If the sales order quantity is covered by the quantity having status R in the contract and meets the sales order release rule, then that quantity will receive status F in the sales order, and the sales order can be delivered. If it does not meet the release rule, then the available quantity will have status R and the sales order will be processed again in the next ARun until the appropriate quantity is available.

· The sales order takes the available quantity having status R in the contract, and the system assigns the remaining quantity from unrestricted stock to fill the order requirements.

Example

For example, suppose you have a contract for 100 pieces, only 50 of which have status R. If you have a sales order for 70 pieces, then either:

- The sales order will receive a quantity of 50 pieces (since that is all that is available in the contract) with status F or R, depending on the release rule, or

- The sales order will receive a quantity of 50 pieces from the contract, plus 20 from unrestricted stock, so the entire 70 pieces is available for delivery and will receive status F.

It is possible to reduce, reject, or delete quantities in a sales order with reference to a contract. If the Restore setting for the contract order type has been activated in Customizing for sales order/contract handling (in ARun basic settings), then the quantity subtracted from the sales order is returned to the contract. In addition, if you want to be able to return allocated quantities to the contract, you must activate the Automatic deallocation setting as well as the Restore setting. Otherwise, the system will return an error message saying that deletion/reduction is not possible and the quantity remains reserved.

You can also specify in Customizing whether overconsumption is allowed or not. For example, if you have a contract for 100 pieces, overconsumption allows you to create a sales order for 120 pieces with reference to the contract. However, if you subsequently reduce the sales order to 5, then 95 pieces are returned to the contract (100 – 5), and the remaining 20 (the overconsumed amount) go into unrestricted stock.

Example

The following examples show how the system reacts to different contract scenarios:

Process	Condition	Result
Creating a contract	The contract type contains an ARun type	The quantity in the contract that is available in inventory has status R (reserved).
Creating a contract	The contract type does not contain an ARun type	The entire contract has status T (temporary)
Rejecting a schedule line in an allocated contract	Automatic deallocation is active	The schedule line has status T
Rejecting a schedule line in an allocated contract	Automatic deallocation is not active	Error message. Rejection is not possible.
Canceling the reason for rejecting a contract schedule line	The order type contains an ARun type	"Reactivated" schedule lines return to status R
Canceling the reason for rejecting a contract schedule line	The order type does not contain an ARun type	The schedule line has status T
Reducing a schedule line quantity in an already allocated contract	Automatic deallocation of the contract item category is active	Warning message. The remaining quantity (after reduction) has status R.
	Automatic deallocation of the contract item category is not active	Error message. Entire schedule line quantity retains status R.
Deleting a schedule line from an allocated contract	Automatic deallocation is active	Warning message. The quantity in the deleted schedule line is deallocated. The remaining schedule lines have status R.
Deleting a schedule line from an allocated contract	Automatic deallocation is not active	Error message. Deallocation is not possible.
Adding a quantity to an existing schedule line in an already reserved contract	The contract type contains an ARun type	The added quantity that is available in inventory has status R (reserved).
	The contract type does not contain an ARun type	The added quantity that is available in inventory has status T
Adding a new schedule line, material, or item to an already reserved contract	The contract type contains an ARun type	The added quantity that is available in inventory has status R (reserved).
	The contract type does not contain an ARun type	The added quantity that is available in inventory has status T
Creating a sales order with reference to an already allocated contract	The sales order type contains an ARun type	The sales order has status F or R, depending on the release rule
	The sales order type does not contain an ARun type	Status R of the contract is transferred to the sales order
Creating a sales order with reference to a non-allocated contract	The sales order type contains an ARun type	The quantity may have status F, R, or T depending on whether Customizing allows sales orders to be filled from unstricted stock.
	The sales order type does not contain an ARun type	The quantity has status T
Rejecting a schedule line with status R or F within a sales order	Automatic deallocation is active in the item category for the material ordered in the release	The quantity goes back to contract with status R.
	Automatic deallocation is not active in the item category for the material ordered in the release	Error message. Rejection is not possible.
Canceling the reason for rejection in a sales order	The sales order type contains an ARun type	The reactivated schedule line may receive status F or R, depending on the release rule.
Increasing the quantity of a schedule line within an allocated sales order	The sales order type contains an ARun type, and the quantity increase is equal to or less than the open quantity in the contract	The schedule line receives status F.
	The sales order type does not contain an ARun type	The schedule line receives status R.
Reducing the quantity of a schedule line in an allocated sales order	Automatic deallocation is not active in the item category for the material ordered in the sales order	Error message. Reduction is not possible.
	Automatic deallocation is active in the item category for the material ordered in the sales order, and the Restore setting is active	The reduced quantity is returned to the contract with status R. The status of the sales order (R or F) remains unchanged.
	Automatic deallocation is active in the item category for the material ordered in the sales order, but the Restore setting is not active	The reduced quantity is returned to unrestricted stock. The status of the sales order (R or F) remains unchanged.
Deleting a schedule line within an allocated sales order	Automatic deallocation is not active in the item category for the material ordered in the sales order	Error message. Deletion is not possible.
	Automatic deallocation is active in the item category for the material ordered in the sales order, and the Restore setting for the contract order type is active	The quantity of the deleted schedule line is returned to the contract with status R.
	Automatic deallocation is active in the item category for the material ordered in the sales order, and the Restore setting for the contract order type is not active	The deleted quantity is returned to unrestricted stock. The status of the sales order (R or F) remains unchanged.
Adding a new item or schedule line to an already allocated sales order	The sales order type contains an ARun type, and the added quantity is within the contract's open quantity	After saving the sales order, the new item or schedule line receives status F or R, depending on Customizing settings. The contract is updated.
	The sales order type contains an ARun type, and the added quantity is more than the contract's open quantity	Depending on the Customizing settings for the order category, overconsumption is either allowed or not. If it is allowed, the added schedule line quantity has status F or R. The contract is updated.