Substitute Products from the Master Data (With Condition Technique) 

Purpose

The rules-based ATP check uses this process to determine substitution lists for an input product from the substitution procedures for the master data for product and location interchangeability(master data for interchangeability) instead of from the substitution procedures from integrated rule maintenance.

Prerequisites

You have made all the settings in the interchangeability master data and in integrated rule maintenance. For more information, see Substitutions from Master Data (With Condition Technique).

Process

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       1.      The system performs a rules-based ATP check and determines one or more rules for which you have specified a product substitution procedure from the interchangeability master data.

       2.      The system checks whether you have set a filter for replacement types from the interchangeability master data in integrated rule maintenance.

The system determines supersession chains for product substitutions in the interchangeability master data.

The following criteria determine how the scope of the supersession chain is determined:

Direction of interchangeability of the product substitutions in the supersession chain

○     Position of the input product in the supersession chain

Filter for replacement types

For more information, see Determination of Supersession Chains.

The system determines the validity start date and validity end date for each substitute product. The system determines these validities using either cross-location validity data or planning validity data.

       3.      The system calculates quantity factors for the product substitutions for which you have defined a factor for the predecessor or for the successor quantity in the interchangeability master data. For more information, see Calculation of Quantity Factors for Product Substitutions.

       4.      The system determines a list with substitute products and substitute locations using the access strategy from rule control.

       5.      The system determines location products using rule control by combining product substitutions with substitute locations or with the input location.

For substitutions with the replacement type One-to-Many Substitution, the system always combines the components from the header product  with the input location, even if substitute locations are available. The system adds these substitute location products to the substitution list as the last substitutions.

       6.      The system determines a validity period for the substitute location product by combining the validity of the substitute product with the validity of the substitute location. If the substitute location product consists of the substitute product and input location, the validity period corresponds to the validity of the substitute product.

       7.      The system checks the availability of the requirement quantity for the substitute location products.

If the last substitution has the replacement type One-to-many substitution, the system does not check its availability, but starts production to determine the components. The system then performs an availability check for the components. If the rules-based ATP check is activated for one or more of the components, the system performs a rule evaluation again. The rule evaluation can lead to product substitutions from the interchangeability master data.