Set up Customizing for Availability Check

Procedure

In SAP CRM

Define SAP SCM as RFC Destination
In Customizing, select Customer Relationship Management Basic Functions Availability Check Availability Check Using SAP APO Define Middleware Parameters: Availability Check Using SAP APO.

Create an entry with key CRMAPOATP, parameter CRMAPOATP, and the SAP SCM system and client as RFC destination.
Define the ATP Profile.
In Customizing, select Customer Relationship Management Basic Functions Availability Check Availability Check Using SAP APO Define ATP Profile .

ATP profile

Description

100 (numeric key can be freely defined)

Availability Check in the SAP APO System

ATP profile	Description
100 (numeric key can be freely defined)	Availability Check in the SAP APO System

Assign ATP Profile to Item Category.

In Customizing, select Customer Relationship Management Basic Functions Availability Check Availability Check Using SAP APO Assign ATP Profile to Item Category .

Select the required item category and choose Details.

Field	Value
Item category	TAN
Description	Sales Item
Item object type	CRM sales order item
TextDetermProc.	ORDER001 (Sales order item)
Partn.DetProc.	10000001 (Standard item)
ATP profile	100
Relev. wgt/vol.	X
Structure scope	Do not explode material structure
Org. data prof.	000000000002 (Standard organ. data profile (item)

Go back.
To assign the item category to an application area, select the required item category and double-click on Assignment of Business Transaction Categories in the dialog structure on the left of the screen.
You need to assign the transaction category Sales to the item category (TAN).
Select the required business transaction category and double-click on Customizing item in the dialog structure on the left of the screen.

Field

Value

Relev. for bill.

Relevant for external billing

Pricing-rel.

X

Statist. value

System will copy item header totals

Pric. indicat.

Active

Assign Location in SAP CRM to Location in SAP APO.
SAP APO returns information on the location (delivering plant) for each confirmation schedule line. The location is stored as a business partner in SAP CRM (see Set up Location).

In Customizing, select Customer Relationship Management Basic Functions Availability Check Availability Check Using SAP APO Assign Location in SAP CRM to Location in SAP APO .

Business Partner

Location

LOC0001

0001

Field	Value
Relev. for bill.	Relevant for external billing
Pricing-rel.	X
Statist. value	System will copy item header totals
Pric. indicat.	Active

Business Partner	Location
LOC0001	0001

In SAP SCM

Maintain Global settings for Availability Check.
In Customizing for SAP SCM, choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) General Settings Maintain Global Settings for Availability Check .

Temporary qty assgmnt

Import Customizing

Set this indicator

not allowed

Note
For initial data transfer, import Customizing can be set to allowed, so that the customizing settings can be transferred from SAP ECC to SAP APO.

End of the note.

Temporary qty assgmnt	Import Customizing
Set this indicator	not allowed

Maintain Category.

In Customizing, choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) General Settings Maintain Category .

Field	Value
Category	BM
Category text	Sales Order
Description	Sales Order
Sort string	20
Category type	Reqmts.
MRP Elem.	VC (Order)
Relevant on sublocation level
R/3 Object	Sales order

Maintain Business Event.
In Customizing, choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) General Settings Maintain Business Event .

Bus. event

BeventText

A

SD order
Maintain Check Mode.
In Customizing, choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP Check) General Settings Maintain Check Mode .

The check mode is equivalent to the requirements class in SAP ECC.

Check modes are not provided in Customizing in SAP APO. The following is just an example:

Field

Value

Check mode

030 (Sale from stock)

Assignment

No allocation

Production type

Standard

Check mode text

Sale from stock

Bus. event	BeventText
A	SD order

Maintain Check Instructions.

In Customizing, choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) General Settings Maintain Check Instructions .

In the table below, all the columns are listed for the sake of completion. However, note that none of the check boxes have been marked for selection.

Field	Value
Check mode	030 (Sale from stock)
Business event	A (SD order)
Product check	First step
NeutrlProd
Prod. allocation	No check
Neutral PA
Forecast	No check
Forecst:N
Rules Based ATP (RBA)
Start immediat.
Rem. reqmts	Do not create remaining requirements
ATP Alert act.
Start prod.	Availability check only, no production
Time (Production time)	After executing all basic methods

Maintain Requirements Profile.

In Customizing, choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) General Settings Maintain Requirements Profile .

Field	Value
Reqmts prfl	100 CRM Internet Sales
Category	BM (Sales order)
Check mode	030 (sale from stock)
Bus. event	A
Assignment mode	No allocation
TOIn (Temp. obj. ID)	Write internal and prepersistent external delta records
Tech. scenario	(used only by Rules Based ATP)
Business trans.	(used only by Rules Based ATP)
Scheduling ind.	No scheduling carried out If scheduling is tested it should be used
Strategy	CRM001 (Location determination for CRM) Note You must first create this rule strategy, see step 13. End of the note.

Maintain ATP Group.
In Customizing choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Product Availability Check Maintain ATP Group .

Field

Value

ATP group

02

Cumulation

No cumulation

Response

No response

Txt for ATP grp

Individual reqmt

Field	Value
ATP group	02
Cumulation	No cumulation
Response	No response
Txt for ATP grp	Individual reqmt

Maintain Check Control.

In Customizing choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Product Availability Check Maintain Check Control .

Field	Value
ATP group	02 (individual reqmt)
Business event	A (SD order)
No subloc.check
No version ck
Consider CH	X
Rcpts fr. past	Consider past receipts
Chking.hor.:GR

ATP check control: scope of check (for ATP group 02, business event A)

Category	LongCatTxt
BM	Sales order
...	<all the other standard categories>

Test
Test the availability check using just SAP ECC and SAP APO (that is, without SAP CRM).
Define Condition Table

Note
Steps 10 to 15 are necessary so that SAP APO can determine a location for the sales order item in SAP CRM. Availability check is carried out in SAP APO based on this location. For more information, see Location Determination in the Sales Order.

End of the note.
1. Maintain field catalog
  In Customizing choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Rules-Based Availability Check Define Condition Table and then Maintain Field Catalog.
  
  Condition field
  
  Long field label
  
  KUNNR
  
  Sold-to party
  
  MATNR
  
  Product
  
  VKORG
  
  Sales organization
  
  VTWEG
  
  Distribution channel
  
  WERKS
  
  Plant
  
  ...
  
  ...
2. Create condition table.
  In Customizing choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Rules-Based Availability Check Define Condition Table , then Maintain Field Catalog and then Create Condition Table.
  
  Field
  
  Value
  
  Table
  
  901 (Distr.chl/Sales org.)
  
  Selected fields
  
  Distribution channel
  
  Sales organization
Maintain Access Sequences.
In Customizing, choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Rules-Based Availability Check Maintain Access Sequences .

Access Sequence

AcSq

Description

CRM1

Access for CRM1

AcNo

Tbl

Description

Cond

Exclusive

10

901

Fields (for Access CRM1 10, Table 901)

Entries (for condition fields VTWEG and VKORG) are automatically generated.
Maintain Condition Type:
In Customizing, choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Rules-Based Availability Check Maintain Condition Type .

Ctyp

Description

AcSq

CRM10

CRM1
Maintain Rule Strategy:
In Customizing, choose Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Rules-Based Availability Check Maintain Rule Strategy .

Strategy

Description

CRM001

Location determination for CRM

Control (for rule strategy CRM001)

Level

Cnt.

Ctyp

Description

Cond

10

0

CRM10

You do not need to assign the rule strategy because the rule strategy is specified in the requirements profile.
Maintain Integrated Rules:
In the Easy Access menu in SAP SCM, choose Avdanced Planning and Optimization Master Data Rule Maintenance Integrated Rule Maintenance .
1. Maintain Location Determination Procedure
  In the Overview (on the left hand side of the screen), choose the tab Maintain location deter..
  
  Deter.
  
  Ty.
  
  Loc. procedure txt
  
  CRM_LOC001
  
  3
  
  Press Enter and enter the following details in the List tab.
  
  Location
  
  Costs
  
  PL0001@R38800
  
  0
2. Set Profile & Parameter
  Choose Profile & Parameter.
  
  Control (Rule Control)
  
  Description
  
  CRM1
  
  CRM Location Determination
  
  Enter the following details (Access strategy of the substitution lists):
  
  Field
  
  Value
  
  Product
  
  Work forward from input, cyclic
  
  Location
  
  Work forward from input, cyclic
  
  Loc. product
  
  Work forward from input, cyclic
  
  Select the following radio button:
  
  Combination of the substitution lists:
  
  Combine qualified product with all locations, then qualified loc. w. all prods
3. Maintain Rule
  Choose Rules & substitutions.
  
  Rule
  
  Description
  
  CRM_PL0001
  
  CRM Location Determination
  
  Details:
  
  Field
  
  Value
  
  Rule
  
  CRM_PL0001
  
  Rule type
  
  Inclusive
  
  Loc.determination proced.
  
  CRM_LOC001
  
  Rule control
  
  CRM1 (CRM Location Determination)
Maintain Rule Determination
1. In the SAP Easy Access menu choose Advanced Planning and Optimization Master Data Rule Maintenance Create Rule Determination .
2. Enter CRM10 in the Condition Type field and choose Enter.
3. Enter the following data:
  - Sales organisation: 1000
  - Distribution channel: 10
4. Choose Execute.
5. Enter the following data:
  
  Characteristic 1
  
  Rule
  
  CR7CLNT700
  
  CRM_PL0001
6. Save the data.
Test.
Test the availability check in SAP CRM.

Field	Value
Check mode	030 (Sale from stock)
Assignment	No allocation
Production type	Standard
Check mode text	Sale from stock

Condition field	Long field label
KUNNR	Sold-to party
MATNR	Product
VKORG	Sales organization
VTWEG	Distribution channel
WERKS	Plant
...	...

Field	Value
Product	Work forward from input, cyclic
Location	Work forward from input, cyclic
Loc. product	Work forward from input, cyclic

Field	Value
Rule	CRM_PL0001
Rule type	Inclusive
Loc.determination proced.	CRM_LOC001
Rule control	CRM1 (CRM Location Determination)