Changing Sales Order Items Relevant for Rules-Based ATP Check 

Use

It may be necessary to change sales order items that are relevant for rules-based availability check (rules-based ATP check, or RBA). The following situations may apply:

·        A customer may want to change the requested delivery date or the product quantity. In this case, you can change the sales order items manually in CRM Enterprise

·        The supply situation may change significantly, so that it is necessary to carry out a new rescheduling run (using backorder processing) in SAP APO Advanced Planning and Optimization (SAP APO). In this case the changes are transferred back to the sales order items in CRM Enterprise. On the Status tab of the sales order item, the system displays rescheduled.

Features

You can change

·        The customer's request, that is, the main item

·        The results of the rules-based ATP check, that is, the subitems

ATP check is then carried out for the open quantity.

Automatic determination of the location takes place when rules-based ATP check is carried out for the first time. For subsequent ATP checks, CRM Enterprise transfers the location to SAP APO.

You can also carry out availability check manually for an item by selecting the item and choosing  (Availability Check).

Changes to the Main Item

If none of the subitems has been delivered or canceled, you can change the

·        Product

·        Requested delivery date

·        Requested quantity

You can also delete schedule lines for the main item.

After you have changed the main item, rules-based ATP check is carried out for the main item.

In this case, CRM Enterprise:

·        Removes the rescheduled status, if it has been set by backorder processing

·        Deletes the corresponding subitems if they have not been replicated to the backend system

·        Cancels the corresponding subitems if they have been replicated to the backend system. In this case, the confirmed quantities are released so that they are considered as available during the new ATP check.

·        Changes the item category of the main item back to the original item category

·        Creates new subitems if the requested product or location is substituted. Otherwise, the main item is confirmed.

Changes to the Subitem

If an RBA subitem has not been delivered, you can change its requested quantity. The requested quantity is adjusted automatically in the main item. Availability check (not rules-based) is carried out automatically for the subitem.

You cannot change the

·        Product

·        Requested delivery date

If you change the main item and one or more of its subitems, the changes to the main item take priority. That is, the changes to the subitems are ignored, and rules-based ATP check is carried out again automatically for the main item.

Restrictions

Certain restrictions apply when you change sales order items which are relevant for rules-based ATP check:

·        You cannot change the following data in the main item:

¡        Item category

·        You cannot delete the main item.

We strongly recommend that you do not delete the subitem. (This will cause an error message.)

·        You cannot create new request schedule lines for the main item.

·        If you need to carry out availability check for a sales item after rules-based ATP check has already taken place, you select the item and choose  (Availability Check). The system then carries out availability check for the subitems without rules. That is, availability check is carried out in the location determined during the previous availability check.

See also:

Availability Check with Partially Delivered Items

For more information about rules-based ATP check, see Rules-Based Availability Check.

For more information about changing the sales order, see Changing Sales Orders.