Availability Information in Quotations (Using SAP APO)

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Availability Information in Quotations (Using SAP APO)

You can obtain availability information when you create a quotation in SAP CRM.

Integration

The availability information comes from SAP Advanced Planning and Optimization (SAP APO).

Prerequisites

In SAP APO

You have set up a requirements profile for quotations. You do this in Customizing under Advanced Planning and Optimization Global Availability Check (Global ATP Check) General Settings Maintain Requirements Profile .
You have set the the indicator for writing temporary objects (column TOIn) to Write Internal Temporary Objects Only - No External, for the requirements profile.

In SAP CRM

You have entered this requirements profile as an ATP profile in Customizing under Customer Relationship Management Basic Functions Availability Check Availability Check Using SAP APO Define ATP Profile .
You have assigned this ATP profile to item categories used in the quotation. Choose Customer Relationship Management Basic Functions Availability Check Availability Check Using SAP APO Assign ATP Profile to Item Category .
The customizing depends on whether the sales transaction is a quotation because of its transaction type or its system status.

Sales Transaction	Customizing
Business transaction category is Quotation.	Double-click an item category. Enter the required ATP profile in the ATP Prof. field in the Profiles section.
System status for the item is Quotation.	Select an item category and double-click Assignment of Business Transaction Categories. Select a transaction category and double-click Customizing Item. Enter the required ATP profile in the ATP profile: quot. field in the Quotation Data section.

Sales Transaction

Customizing

Business transaction category is Quotation.

Double-click an item category.

Enter the required ATP profile in the ATP Prof. field in the Profiles section.

System status for the item is Quotation.

Select an item category and double-click Assignment of Business Transaction Categories.

Select a transaction category and double-click Customizing Item.

Enter the required ATP profile in the ATP profile: quot. field in the Quotation Data section.

Features

When you create a quotation in CRM Enterprise, the availability information is automatically obtained directly from SAP APO. Availability information is obtained for the percentage of the quotation quantity that is calculated from the sales probability.

SAP APO transfers the confirmed quantities and dates back to CRM Enterprise.

The quotation does not reserve any products or transfer requirements in SAP APO. The product is reserved only when you create a sales order with reference to the quotation.