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 Product Allocation Without Direct Check of Planning Area

Purpose

You create sales orders in SAP R/3.A check against product allocations is carried out in SAP APO for the sales document items.Planning of the product allocations can be carried out either in SAP R/3 using Flexible Planning in Sales & Operations Planning (SOP) or in SAP APO using Demand Planning Independent of planning, the check against product allocations uses the information in the product allocation group in this scenario. This means that the check against product allocations and planning take place separately from each other.

If you plan the product allocation quantities in SAP R/3 you carry out planning in the info structure and transfer the product allocation quantities to SAP APO after planning is completed. If you change the planning of the product allocation quantities, you must transfer the data manually to the product allocation group. There is no automatic update. You might still want to carry out the update in Flexible Planning so that the incoming orders quantity for planning is visible in the info structure. Depending on the update rule in SAP R/3, the incoming orders quantity, the total of the confirmed quantities per characteristics combination and per period in SAP R/3 can differ from the incoming orders quantity in SAP APO, since this is not transferred via CIF. Only the incoming orders quantity in SAP APO is taken into account in the check. The incoming orders quantity in SAP R/3 is the confirmed schedule line quantity; the incoming orders quantity in SAP APO is the quantity deducted (withdrawn) from the product allocations. A full delivery is now also possible in SAP APO.

If the planning of the product allocations from Flexible Planning (SAP R/3) is changed over to Demand Planning, it is necessary to use a planning area since Demand Planning is carried out in the planning area. You then transfer the characteristics combination and the product allocations from the product allocation group to the planning area. The check against product allocations can then be carried out in the product allocation group. You therefore copy the data from the planning area to the product allocation group after planning is completed. Changes in planning in the planning area are not updated automatically in the product allocation group. The incoming orders quantities from the product allocation group are not transferred automatically to the planning area either. Using reports, you can copy the incoming orders quantity data into the planning area, in order to compare actual data there with planning and then to adjust the planning. You then copy the changed planning data into the product allocation group.

Prerequisites

The prerequisites with regard to transfer of planning data and Customizing from SAP R/3 are given under Product Allocations During Sales Order Entry

Settings in SAP R/3 for the Check Against Product Allocations

  • You activated the check against product allocations in the requirements class.

    In Customizing for Sales and Distribution, choose Start of the navigation path Basic Functions Next navigation step Availability Check and Transfer of Requirements Next navigation step Availability Check Next navigation step Availability Check Against Product Allocation Next navigation step Define Flow According to Requirement Category End of the navigation path.

  • You activated the check against product allocations in the schedule line category.

    In Customizing for Sales and Distribution, choose Start of the navigation path Basic Functions Next navigation step Availability Check and Transfer of Requirements Next navigation step Availability Check Next navigation step Availability Check Against Product Allocation Next navigation step Process Flow for each Schedule Line Category End of the navigation path.

  • You can transfer the settings for the check against product allocations – which you made previously in SAP R/3 – to SAP APO. You made the following settings previously in SAP R/3 Customizing for Sales and Distribution via Start of the navigation path Basic Functions Next navigation step Availability Check and Transfer of Requirements Next navigation step Availability Check Next navigation step Availability Check Against Product Allocation Next navigation step Availability Check Against Product Allocation End of the navigation path.

    • You created a product allocation procedure (TA: OV1Z).

    • You defined a product allocation object (TA: OV2Z).

    • You defined a hierarchy (TA: OV3Z).

    • You defined the control (TA: OV4Z).

    • You defined the consumption periods (TA: OV5Z).

    • You permitted collective product allocations in info structures (TA: OV7Z).

    • You defined the consumption periods (TA: OV5Z).

    • You defined the consumption periods (TA: OV5Z). The prerequisite for this is the existence of a planning hierarchy.

    • Using the report RMQUOT00, you have checked the settings for product allocation.

  • You entered the product allocation procedure in the basic data screen of the material master.

For more information, see http://help.sap.com/saphelp_46c/helpdata/EN/93/744d05546011d1a7020000e829fd11/content.htmInformation published on SAP site.

Settings for Planning Product Allocations in SAP R/3 (Flexible Planning)

The planning of product allocations is carried out in Sales & Operations Planning (SOP) and is therefore based on an information structure.

  • You created info structures with characteristics (MC21).

    If you are using the information structure S140, you should have maintained the customer group in the master data for Sales and Distribution in the sales area. The key figures for the info structures are the incoming orders quantity and the product allocation quantity. For more information, see the SAP R/3 Documentation: Basic Functions and Master Data in Sales and Distribution Processing.

    You have configured the planning parameters and planning units in Customizing for Production under Start of the navigation path Sales & Operations Planning (SOP) Next navigation step Master Data Next navigation step Set parameters for info structures and key figures End of the navigation path. You maintained the statistics group for the customer and the material. Updating is thereby possible (for S140).

  • You plan in SAP R/3. You carry out the following activities in Flexible Planning. From the SAP Easy Access screen, choose Start of the navigation path Logistics Next navigation step Production Next navigation step SOP Next navigation step Planning Next navigation step Flexible Planning End of the navigation path.

    You created a planning hierarchy. If you are using info structure S140, then you have changed the planning hierarchy.Choose Master Data → Planning Hierarchy → Change .Enter the product allocation object and the characteristics in the dialog box.You defined the proportions of lowest-level nodes for consistent planning.Choose Master Data → Calculate Proportional Factors → Using Planning Hierarchy.

    You defined consistent planning for the info structure (TA: MC94).You assigned the product allocation quantities via the selection of the product allocation object.

For more information, see the documentation LO – Sales & Operations Planning (SOP).

Settings for Product Allocation in SAP APO

  • You defined the settings for the ATP check in SAP APO. Select all relevant IMG activities for the general settings and Transportation and Shipment Scheduling in Customizing for the SAP Advanced Planner and Optimizer (SAP APO) under Global Available-to-Promise (Global ATP Check). You configured the check against product allocations as a basic method in the check instructions.

  • You set up the connection to planning areas. This is only necessary if you want to carry out planning of product allocation quantities in Demand Planning (see also Maintaining Connection to the Planning Area).

For more information, see Product Allocation Settings.

Process

  1. You create a sales order with the relevant organizational data for a product in SAP R/3.

    You have planned product allocations for the customer for whom you are creating the sales document. Depending on the settings in the requirements class determination, the ATP check is called in SAP R/3. You have defined that the material should be checked in SAP APO. The check mode that is assigned to check instructions in which product allocation is configured as a basic method is determined in SAP APO via the requirements class determination.

  2. The check against product allocations is carried out in SAP APO.

    The system attempts to confirm the requirement quantity for the requirements date. Based on the check date (for example, the delivery date), you can ensure that the requirement quantity does not exceed the product allocation quantity.

    If the requirement quantity is larger than the product allocation quantity that is available on the check date, the system proposes future delivery dates. You see the check results in the form of a delivery proposal screen. Temporary quantity assignments are written for the confirmed quantity.

    You adopt the confirmation proposal and return to sales order processing.

  3. The confirmed quantity is in the schedule line in the sales order. You save the sales order.

    The temporary quantity assignments are deleted in SAP APO and the requirement is created in SAP APO.

  4. In SAP R/3, the incoming orders quantity is updated in the info structure. In SAP APO, it is updated in the product allocation group.