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Procedure documentationDefining ATP Checking Rules

 

You can define different ATP checking rules to meet various requirements using the ATP Checking Rule List and the Checking Rule Details windows.

Procedure

  1. From the SAP Business One, version for SAP HANA Main Menu, choose Start of the navigation path Administration Next navigation step Setup Next navigation step Sales Next navigation step ATP Checking Rule List End of the navigation path.

    Alternatively, choose Start of the navigation path Administration Next navigation step System Initialization Next navigation step Document Settings Next navigation step General End of the navigation path, and in the Document Settings window, choose the ATP Checking Rules - Setup button.

    The ATP Checking Rule List window appears, displaying the pre-defined checking rule. This rule will be used when there is no rule assigned to an item.

    Note Note

    You cannot delete the pre-defined ATP checking rule AA, however you can change its details using the Checking Rule Details window.

    End of the note.

    Note Note

    You cannot delete the ATP checking rules that are assigned to an item. For more information, see Assigning ATP Checking Rules.

    End of the note.

  2. In the ATP Checking Rule List window, specify the code and description for the checking rule, and choose the Update button.

  3. In the ATP Checking Rule List window, select the checking rule, and choose the Detail button.

    Alternatively, double-click the checking rule.

    The Checking Rule Details window appears, displaying the following checkboxes and fields:

    Include Past Planned Receipts

    Select this checkbox to include any planned receipts whose dates are earlier than the current system date in the ATP calculation. This checkbox is selected by default.
    Perform ATP Check Automatically

    Select this checkbox to perform ATP check automatically. This checkbox is selected by default.

    If this checkbox is not selected, the checkbox Display Delivery Schedule Details for Unconfirmed and Delayed Quantities will be unavailable, and you need to manually check ATP, otherwise there will not be confirmed quantities.

    When this checkbox is selected, the automatic ATP check is done in the following cases:

    • For an item row, you have not performed any action in the related Delivery Schedule Details window, and after you specified the quantity, or choose Delivery Schedule Details by right-clicking the row, the automatic ATP check runs.

    • For an item row, you have confirmed the proposed delivery schedule, or canceled the delivery schedule without confirmation. After you change the quantity, the automatic ATP check runs.

    • For a document, when you choose the Add or Update button, if there is any row for which you have not performed any action in the related Delivery Schedule Details window, the automatic ATP check runs.
    Display Delivery Schedule Details for Unconfirmed and Delayed Quantities

    Select this checkbox to display the Delivery Schedule Details window when there are unconfirmed or delayed quantities. This checkbox is selected by default.

    If this checkbox is not selected, the Delivery Schedule Details window will not appear even if there are unconfirmed or delayed quantities. In this situation, if the Perform ATP Check Automatically checkbox is selected, all available quantities are confirmed automatically.
    Allow Delivery of Unconfirmed and Delayed Quantities

    Select this checkbox to allow the delivery or pick of unconfirmed or delayed quantities. This checkbox is deselected by default.
    Cumulation Strategy

    Select the cumulation strategy when performing an ATP check during the creation of a document.

    • Select Required Qty on Creation; Confirmed Qty on Change to check against required quantity when you create a document, and check against confirmed quantity when you change the document.

    • Select Confirmed Qty on Creation and Change to check against confirmed quantity when you create and change a document.
    Default Delivery Strategy

    Select a default delivery strategy when delivery schedules are proposed in the Delivery Schedule Details window. For more information, see Example: Proposing Delivery Schedules.

    The Delivery Proposal option is selected by default.
    Maximum No. of Delivery Proposals

    Enter a positive whole number as the maximum number of delivery proposals in the Delivery Schedule Details window. For more information, see Example: Proposing Delivery Schedules.

    The default value is 9. If you leave this field empty, there will be no limitation on the number of delivery proposals.