Authorized/Actual Comparison

Use

This function is a key tool for the replenishment and procurement of non-consumable goods (NCGs). Replenishment involves the internal supply of NCGs from the depot.

The authorized materials of a force element define which material the organizational unit requires. You can use the authorized/actual comparison to determine the current equipment levels of force elements and trigger procurement processes as required.

You access the Materials Category Planning application (transaction /ISDFPS/LPL1) to display the authorized/actual comparison.

Alternatively, you can use the following transactions to access the authorized/actual comparison:

/ISDFPS/MPO_COMP

You select the specific force element and associated material planning object (MPO) for the authorized/actual comparison.
Note that due to the restricted selection options in this transaction not all of the functions listed below are available.
/ISDFPS/ MAT _COMP

You can select one or more material planning objects for a force element and define whether material containers are also to be included in the authorized/actual comparison.

Integration

The authorized/actual comparison is based on the mapping of the authorized materials for a force element.

Prerequisites

You have mapped the authorized materials for force elements.

Features

Based on the planned authorized equipment, the authorized/actual comparison provides information about the equipment status of force elements. You define a force element’s authorized materials by assigning material planning objects (MPOs). The authorized materials are compared with the respective actual materials. The system displays whether there is a shortfall or a surplus, or whether the equipment matches the authorized materials. The result is displayed for each MPO.

The following criteria affect the result of the authorized/actual comparison:

The structure selection defines the usage type (such as organizational structure, wartime establishment) for which the force elements that can be used for the authorized/actual comparison are determined.
Only force elements that are valid for the current date or the given key date are evaluated.
Only MPOs with valid authorized materials for this date are taken into account.
You can run the authorized/actual comparison for an MPO, a single force element, a force element with elements from the same MRP area, or a force element with all its lower-level elements.
You can run the authorized/actual comparison for MPOs with the material indicator infrastructure material for a selected force element or a substructure. You define material indicators in Customizing, by choosing Defense Forces and Public Security Organizational Flexibility Assignments Define Material Indicators .
You can use the logistics adjustment parameter to control how the system determines the authorized materials, for example, if an organizational unit is to be equipped to a percentage below 100%. The value for the logistics adjustment parameter is added to the associated authorized materials.
In the table in transaction /ISDFPS/TA_PSPMAT, you can exclude WBS elements, materials, or force elements from the calculation of the actual materials.

Example
Row entry: WBS Element PSP007, Material MAT 1, Batch initial, Obj. ID initial.

Result: The actual stock of all batches of material MAT 1 that was assigned to WBS element PSP007 is not displayed for any force elements in the authorized/actual comparison. In this example, all batches and force elements are excluded since the corresponding columns do not contain values.

In the Obj. ID column, you can also use an asterisk (*) to exclude force elements in general. For example, if you enter 500*, the system does not include any force elements with an ID starting with 500 when it calculates the actual stock (provided the other fields in this row are initial).

End of the example.
Consider material containers

On the initial screen of transaction /ISDFPS/ MAT _COMP, the Evaluate Material Container checkbox is available. If you set this indicator, material containers are also taken into account. The Authorized (MC) column is then also displayed in the output list.
Material container view for MPOs

The Material Categories Planning application contains a material-container-oriented view. You can use the MC View for MPO pushbutton to display, for an MPO, all material containers that contain the MPO and are assigned to a force element. The material containers are displayed with all contained MPOs and with the equipment packages that are derived from the material container. You can thus decide whether it is more useful to request an individual MPO or to order an EPA.
Consider installed equipment

In the issue list, the number of pieces of equipment is displayed in the Installed Equipment column and the actual quantities of the material planning object are included. The actual quantity of the material planning object thus includes the installed equipment. All equipment held in stock in stock storage locations for the determined force elements is displayed. The quantity of installed equipment is also considered in the status display. The installed equipment is assigned to the authorized/actual comparison data via the related material planning object. The system thus determines the material planning object for the installed material and adds this material to the material planning object.

The initial screen of transaction /ISDFPS/ MAT _COMP includes the Read Installed Equipment checkbox. If you set this indicator, installed equipment is taken into account.

In the Material Categories Planning application, installed equipment is generally taken into account.

You can use the Serial Numbers pushbutton in the detail view to display the serial numbers of installed equipment.
Define equipment to be evaluated

In the Material Categories Planning application, you can use the Authorized/Actual Comparison pushbutton to specify the equipment to be evaluated. You can choose the following evaluations:
- Force element:
  You can choose between the equipment of the organizational unit(s), the functional equipment, the total equipment, and infrastructure material.
- MRP area:
  You can choose between the equipment of the organizational unit(s), the functional equipment, and the total equipment.
- Substructure:
  You can choose between the equipment of the organizational unit(s), the functional equipment, the total equipment, and infrastructure material.
  
  On the initial screen of transaction /ISDFPS/ MAT _COMP, the following selection options are available:
  
  Value assignment area:
- Specified material planning objects (MPO) of selected force elements
- Specified MPO in MRP area of selected force element
- Specified MPO in substructure starting from selected force element
  
  Equipment to be evaluated:
- Equipment of organizational unit(s)
- Functional equipment
- Total equipment
  
  If you choose Functional Equipment or Total Equipment , the issue list also displays the columns Authorized Materials (Position) and Authorized MC (Position) .
  
  You can specify the hierarchy level for the structure explosion for MRP areas and substructures in Customizing. In Customizing, choose Defense Forces and Public Security Materials Management Control Structure Explosion in Authorized/Actual Comparison (view /ISDFPS/V_CMLILE).
Consider equipment packages

In the Material Categories Planning application, you can use the Handling of EPAs pushbutton to specify whether and how equipment packages (EPAs) are to be considered if there is an assignment between a force element-MPO relationship and an EPA. The material list contains two new columns. One column shows the EPA number and the other column shows the material used to establish the assignment between the EPA and the MPO.

You can choose the following EPA assignment evaluations:
- Without EPA assignment
  If you choose this option, the system does not consider EPAs.
- With EPA assignment and display
  If you choose this option, the system considers the EPAs and displays the related columns in the material list.
- With EPA assignment but without display
  If you choose this option, the system considers the EPAs, but does not display the related columns in the material list.
  
  On the initial screen of transaction /ISDFPS/ MAT _COMP, the corresponding selection options are available under Determine Handling of Equip. Packages :
Mass create purchase requisitions

If, based on the authorized/actual comparison, you want to create the required PReqs for multiple force elements and MPOs at once, you can use the functions for mass creating purchase requisitions. You choose the Mass Execution of Material Planning pushbutton to access the Procurement Proposals application. There you can check the system’s proposals, adjust them if required, and convert them to PReqs. This pushbutton is available in the Material Categories Planning application and transaction /ISDFPS/ MAT _COMP.
Consider subcontracting operations

Planned issues of components for subcontracting are taken into account in the authorized/actual comparison. As with the consideration of installed equipment, the prerequisite here is that the determined materials must be assigned to material planning objects. In the issue list, the system displays reservations from subcontracting operations in a separate column. This information is also available in the details at material level ( Material Details pushbutton).
The planned issues for subcontracting are only displayed if the issuing force element with its plant and storage location are part of the scope of evaluation (force element, MRP area, substructure) and the plant and storage location details are also stated in the component overview of subcontract orders.
Consider relocations

In the initial screen of transaction /ISDFPS/ MAT _COMP, you can enter the related data for a relocation and the relocation step to consider a relocation. Based on the material list, you can create PReqs for relocation step type 1 (initial supply in formation process).

Logistics Adjustment Parameter

You can specify the logistics adjustment parameter for an MPO in the Structures Workbench . You activate the logistics adjustment parameter in Customizing; choose Start of the navigation path Defense Forces and Public Security Next navigation step Organizational Flexibility Assignments Define Settings for Assignments. End of the navigation path

To track changes to the authorized materials caused by the logistics adjustment parameter, enter a reason in the Category and Category Description fields. The Category field categorizes reasons and the Category Description field contains a descriptive text.

You can define the possible values for these two fields in Customizing, by choosing Define Categories for the Logistics Adjustment Parameter .

The columns displayed in the authorized/actual comparison contain the following information:

MPO contains the names of MPOs. Description contains the associated descriptive texts.
AdjAuth ( Adjusted Authorized Quantity ) contains the authorized materials corrected using the logistics adjustment parameter ( AdjLog column).
The actual materials lists the current stock ( Act column), open quantities from purchase requisitions and purchase orders ( Ordered column), and stock still being planned ( Requested column), for which neither purchase requisitions nor purchase orders exist.
The system calculates the difference ( Diff column) based on Act + Ordered + Requested – AdjAuth .
The Status indicates the equipment status.

Alternatively to the logistics adjustment parameter, you can also specify a minimum quantity and a maximum quantity when assigning a material planning object to a force element. These two values are displayed in the issue list, in the Minimum and Maximum columns.

Status in the Authorized/Actual Comparison

The result of an authorized/actual comparison is indicated with a status and a related status icon. The following table lists the possible statuses.

Status in the Authorized/Actual Comparison

Status Icon	Description
Green square	Authorized equal to Actual No requests, purchase orders exist
Red circle	Below minimum (authorized)
Yellow square	Maximum (authorized) exceeded
Gray diamond	Quantity (actual + ordered) is in range “minimum – authorized” or in range “authorized – maximum” (no purchase requisitions exist)
Yellow triangle	Quantity (actual + ordered + requested) is in range “minimum – authorized” or in range “authorized – maximum” (purchase requisitions exist)

Display of Detailed Information

When you select an MPO by selecting the required row, the Authorized/Actual Details show you which force elements are assigned this MPO in which quantities.

For the actual materials, you can display Details at Material Level . The system displays an overview containing information about which materials are assigned in which quantity to the MPO you selected, whereby plans and purchase requisitions/purchase orders are differentiated by receipts and issues.

Adjustments with Business Add-Ins and Customizing Settings

You can use the BAdI: Authorized/Actual Comparison (/ISDFPS/BADI_ AUTH _ INV ) Business Add-In to make customer changes to the setting parameters, to the authorized and actual table, and to the output table for the authorized/actual comparison. For example, it is thus possible to use this Business Add-In to consider storage locations of an MRP area that are not assigned in the authorized/actual comparison.

Define Customer Links

You can use the BAdI: Adjust Jumps to Applications for Authorized/Actual Comparison (/ISDFPS/BADI_ AUTH _ INV _JUMP) Business Add-In to set up customer navigation targets for links from the authorized/actual comparison. You use the Jumps to Applications for Authorized/Actual Comparison (View /ISDFPS/CAACUCOM) Customizing activity to specify the links available in the authorized/actual comparison via the Additional Functions pushbutton.

In Customizing, choose Start of the navigation path Defense Forces and Public Security Next navigation step Materials Management Business Add-Ins. End of the navigation path

Adjust Quantities in Material Planning

You can use the Adjust Requested Quantity for New PReqs in Material Planning Process Customizing activity to specify the default quantity that the system uses if stock transport requisitions are created for the authorized materials. For each combination of plant and external material group, you can specify whether the requested quantity of material and serialized material is to be adjusted. If the adjustment is active, the default quantity is calculated as follows:

default quantity = adjusted authorized quantity – planned – ordered – actual quantity.

This calculation applies to stock transport requisitions if the material list is called in the workbench, or if the system creates the stock transport requisitions automatically. If there is no Customizing setting, the system sets the default quantity to 1.

You can use the BAdI: Adjust Quantities in Material Planning (/ISDFPS/BADI_MATPLN_QUAN) Business Add-In to adjust the quantity for new PReqs to the difference from the authorized/actual comparison, if the material is available in the workbench. If the material is not available in the workbench, the quantity remains unchanged.