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Procedure documentationExample: Proposing Delivery Schedules

 

You can use the Delivery Schedule Details window to view the proposed delivery schedules.

Procedure

As a sales person, you received a sales order of 350 for item I001 from customer C001 on 2012.08.23. You proceed as follows:

  1. In the SAP Business One, version for SAP HANA toolbar, choose Available to Promise Check (Available to Promise Check).

    The ATP Check window appears.

  2. In the Item field, enter I001, and choose the item.

    You can see that on 2012.08.23, there are only 200 items left, but there will be enough quantity available on 2012.08.25 and on 2012.08.28.

  3. From the SAP Business One, version for SAP HANA Main Menu, choose Start of the navigation path Sales A/R Next navigation step Sales Order End of the navigation path.

  4. In the Sales Order window, you specify Customer C001, Delivery Date 2012.08.23, Item I001, and Quantity 350.

    The Delivery Schedule Details window appears with the following proposed delivery schedules.

    If the window does not appear, right-click the item row, and choose Delivery Schedule Details.

    Note Note

    If you selected the checkbox Display Delivery Schedule Details for Unconfirmed and Delayed Quantities in the Checking Rule Details window for the rule that is assigned to this item, the Delivery Schedule Details window automatically appears. For more information, see Defining ATP Checking Rules.

    End of the note.

  5. The Delivery Schedule Details window displays delivery proposals.

    Delivery Date

    Qty (Inv. UoM)

    23/08/12

    200.000

    25/08/12

    100.000

    28/08/12

    50.000

    In the Delivery Schedule Details window, you can do the following:

    • Fixed Qty/Date – Select the checkbox to exclude the item row from being rescheduled. Only users who have authorization for this checkbox can edit it. To set the authorization for users, from the SAP Business One, version for SAP HANA Main Menu, choose Start of the navigation path Administration Next navigation step System Initialization Next navigation step Authorizations Next navigation step General Authorizations End of the navigation path. In the Authorizations window, choose Start of the navigation path Sales A/R Next navigation step Delivery Schedule Management Next navigation step Fixed Qty/Date End of the navigation path, and for the user for whom you want to set this authorization, select the Full Authorization option.

    • Delivery Strategy – Select the strategy to display different delivery proposals. By default, the default delivery strategy defined in the Checking Rule Details window appears. For more information, see Defining ATP Checking Rules.

      Note Note

      The default delivery proposal may not appear because the required date or quantity cannot be met. You can still select other strategies to see their proposals.

      End of the note.

      • Delivery Proposal – The system checks whether and on which date partial deliveries can be made, and displays a delivery schedule including different delivery dates and quantities. Maximum number of delivery proposals is defined in the Checking Rule Details window. For more information, see Defining ATP Checking Rules.

      • One-Time Delivery – The system checks whether the required delivery date can be met, and displays the available quantity on the required delivery date. If there is no quantity available on the required delivery date, this option does not appear in the dropdown list. If this strategy is selected, the Delivery Schedule Details window displays as follows:

        Delivery Date

        Qty (Inv. UoM)

        23/08/12

        200.000

      • Complete Delivery – The system checks whether the required quantity can be met on a later date, and displays the delivery date on which a complete delivery can be made. If there is no quantity available on any date, this option does not appear in the dropdown list. If this strategy is selected, the Delivery Schedule Details window displays as follows:

        Delivery Date

        Qty (Inv. UoM)

        28/08/12

        350.000

    • Change, add, or delete the delivery by changing the date and quantity, specifying new delivery date and quantity, or choosing Delete Row when right-clicking the row.

    • Choose the ATP Quantities button to open the Inventory Status (Available-to-Promise) window. For more information, see Viewing Detailed Confirmation Status.

    • Choose the Check Availability button to perform a real-time ATP check. After the ATP check, in the Delivery Strategy dropdown list, the Delivery Proposal option is selected by default.

  6. To confirm the delivery quantities and dates, choose the Confirm button.

    If you do not want to confirm the schedule, choose the Continue button. This option will classify the required quantity as unconfirmed quantity.

  7. To save the confirmation, in the Sales Order window, choose the Add button.

  8. In the SAP Business One, version for SAP HANA toolbar, choose Available to Promise Check (Available to Promise Check).

    The ATP Check window appears.

  9. In the Item field, enter I001, and choose the item.

    When you select the checkbox Check Against Required Quantity, you can see the following:

    When selecting the checkbox Check Against Confirmed Quantity, you can see the following: