Example of Process for Rules-Based ATP Check 

In this example, a product substitution is to be carried out based on defined rules if the requirements quantity of 1000 pieces (pc) for the requested product P1 cannot be confirmed in full.

The product substitution procedure of the rule defines that product P2 is to be checked after product P1 is checked.

The sales order is entered in the ERP system.

Prerequisites

●      You have defined the determination of the requirements class in the ERP system. The requirements class with requirements type and checking group are selected so that rules-based ATP can be carried out in SAP Advanced Planning and Optimization (SAP APO).

●      In the ERP system a business transaction has been created and stored in the order type of the sales order. This ensures that the rule strategy can be found in SAP APO. In ERP Customizing for Sales and Distribution, choose Basic Functions → Availability Check and Transfer of Requirements → Availability Check → Rules-Based Availability Check.

Process Flow

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       1.      You create a sales order in the ERP system (VA01). The ERP system triggers the global ATP check in SAP APO.

       2.      The ATP check is carried out in SAP APO. You obtain the hierarchical display in accordance with the settings. The symbol  is displayed in the results tree since the requirements quantity cannot be confirmed in full. The following table contains the data from the expanded results tree.

Results Tree

Requirements Group	Schedule Line	Demand Quantity	Confirmed Quantity
P1/L1/Item 000010	0001	1000 pc	905 pc
Requirements Group (Product/Location Selection)	Schedule Line	Demand Quantity	Confirmed Quantity
P2/L1	0001	95 pc	95 pc

 

       3.      You adopt the delivery proposal without change by choosing .

       4.      You branch to the sales order entry again. Two subitems with confirmed quantities are created automatically for the main item entered.

       5.      You save the sales order.

The following figure is a graphical display of the process in cases where the rules-based ATP check is triggered from the ERP system.