Availlability check configuration

[Former Member]

Hi,

what are the key facters of avilability for SD module .can any body give the information about the configuration .

Thanks in advance, sridhar reddy

[Former Member]

Hi,

AVAILABILITY CHECK

A stock check that is run automatically after each goods movement and which is intended to prevent the book inventory balances of physical stock categories (such as unrestricted-use stock) from becoming negative.

Availability Check can be done in three different ways.

1. Availability check with ATP logic

2. Availability check with product allocation

3. Rule-based Availability check

1. Availability check with ATP Logic

a. Define Checking Groups

By Checking Group we can specify what kind of required records system is to create, when we process sales orders and deliveries i.e individual requirements or summarized requirements.

Checking Group is determined based on material type and Plant in Material Master.

b. Define Material Block for Other Users

In this IMG activity you define for each checking group and initiator whether the material master record should be blocked for other orders during the availability check. If it is blocked, you cannot create two orders for the same material at the same time.

Using the Initiator field you can define the block separately for sales and shipping.

Example

A block may, for example, be necessary if the material stock is low. In theory, if the material were not blocked during the availability check, two orders could be confirmed with the result that the quantity available is not sufficient for both orders.

c. Define Checking Groups Default Value

In this IMG activity, you define the checking group that the system proposes when you create a new material master record. You can overwrite the default value for the checking group in the material master record.

The default value depends on the material type and plant. The SAP R/3 System copies this value to the SD documents, thereby proposing a certain extent of the availability check.

d. Carry out Control for Availability Check

Checking Rule specifies the scope of the availability check for the respective transactions in sales and distribution by specifying precisely which stocks, receipt and issue elements should be taken into account during the availability check.

e. Define Procedure by Requirements Class

In this IMG activity you define for each requirements class whether an availability check and/or transfer or requirements should be carried out.

The settings defined here correspond to the requirements class settings at a global level. The settings are automatically copied into the definition of the requirements class and vice versa.

f. Define Procedure for Each Schedule Line Category

In this IMG step, you specify for the respective schedule line categories of the sales documents whether an availability check and/or transfer of requirements should be carried out. These configurations are only relevant for the sales documents.

The fine tuning of the availability check for sales documents that you carry out here depends on their global configuration at requirements class level: You can only deactivate an option selected at requirements class level, but you cannot activate it. You can only activate an an option if it is already activated at requirements class level.

Example

You want to implement an availability check without transfer of requirements for sales information. At requirements class level, the availability check and the transfer of requirements must be active. You therefore deactivate the transfer of requirements in the corresponding schedule line category.

g. Determine Procedure for Each Delivery Item Category

In this step, you can switch off the availability check for particular item categories in deliveries.

The availability check should be switched off for transactions such as returns delivery.

h. Checking Rule for Updating Backorders

In this IMG step, you assign a checking rule to a plant.

The checking rule entered here is used in production planning. During backorder processing (CO06) and the availability overview (CO09), you should make sure that you are not using any checking rules that deviate from the SD configurations (checking rule A for orders and checking rule B for deliveries).

Define Default Settings

In this menu option, you specify certain defaults for the availability check.

For each sales area which is a combination of sales organization, distribution channel and division, you can set an indicator for fixing the date and quantity as well as a rule for transferring the results of the availability check.

u2022 Fixed date and quantity

In this field, you specify for a sales area whether the delivery dates and delivery quantities confirmed after an availability check should be set.

u2022 Rule for transferring the availability results

In this field, you can specify the system response to shortage for a sales area. The following responses are possible:

o The system displays the different options (for example, one-time delivery, full delivery) for selection in a dialog box.

o The system automatically chooses an option (for example, confirmation of a delivery proposal).

Viswanath

[former_member550050]

Hi

There a lot of posts in this topic.If you search you will get plenty

Img-S.D-Basic functions---Availlability check and transfer of requirements

Here do some research work

You will understand it

the main configuration is carry out control parameters for availabiliuty check t codeOVZ9

ATP

ATP is simply Available to promise...quantity which we can promise to the current object. Object may be a sales order/delivery or production order. Here I would like to give simple steps to understand the availability checking in SAP. I would like to give a general guide lines to availability checkAvailability check is carried out in different transactions like Sales order creation, delivery creation, Purchase order creation, goods issue and also in production order.The point to be noted here is every where the availability check is carried out using two basic elements.

1. Checking rule

2. Checking group

Now let us understand these two important elements.

Checking Rule

Checking rule is transaction based, i.e. In STD SAP system, if you are creating the sales order, then it is A, if delivery then it is B, if you are creating/releasing production order, then it is PP. This is almost fixed. What is the use of this...as a single element it does not have any meaning, but with checking group.

Checking group

Checking group is the one what you assign in material master at plant level, i.e. for different plant and for the same material or for same plant different material there can be a different checking group. This is assigned in material master in MRP3 view, as a signal element it may not have much meaning except that it may be used for checking at which level - group level or individual level and quantities confirmed in the availability check are to be locked or not.

Combination of Checking rule and checking group will define the scope of check

Scope of check -

what is scope of check? here we define what type of stock, which receipt element and issue element has to be taken to decide the quantity to be declared as available for use.

Type of check - There are many types of stocks available in SAP and to be considered/not to be considered in availability check.Safety stock, stock in transfer, Quality inspection stock, blocked stock, restricted stock, w/o subcontract stock. - activate check box if you want to consider the any of the stock

Replenishment lead time - Check without RTL = Replenishment lead time is the time taken to receive the stock once order is placed with vendor. Here you are informing the system whether you want to consider the date in future(after RTL) if the any of the above stock is not available...Don't activate the check box if you want the system to check RTL time so that qty is confirmed after RTL date.

Storage location check - No storage location inspection - Here if you activate the check box, then system will check the stock at plant level instead of storage location level. Hence if you want the system is to check stock at storage location level, then don't activate this check box. The determination of stock is a another loop which depends on storage condition loading group or simply at the storage location maintained in the transaction concerned.

Missing parts processing - Checking period GR - Here we maintain a period so that missing parts MRP controller will be notified if GR is done till the period you mentioned here and the material is considered as a missing parts.

Receipt/issues - Here we informing the system which receipt and which issue elements to be considered for calculating ATP. Let us check one by one in more detail. Depending on the situation the elements can be receipt and/or issue.

Include purchase order - This is a receipt element if the you consider a raw material, i.e. it is confirmed receipt element. It can be a STO PO. Hence system will consider this receipt to calculate the ATP qty.

Include PR - Same as the above, difference is, this may not be a confirmed receipt/issue.

Include dependent requirement - Dependent requirement is the requirement from a confirmed planned order/sub contract PR, created automatically in MRP, hence it is a planned issue. If you activate this check box, system will consider all the dependent requirement which are already planned before giving you the ATP qty.

Include reservations - These are can be the materials reservations(not dependent on any other elements like production order) which are created manually in the system using a movements, hence this can be a issue or receipt depending on which movement type is used to create a reservation.

Include sales requirement /Include deliveries- If you activate this check box, system will consider the sales orders/deliveries which already committed, hence it is a confirmed issue.

Include shipping notification - Shipping notification is the information of arrival of material, hence like PO in a receiving plant and is a confirmed receipt

Include dependent reservation - Dependent reservation is the requirement from a production order/process order/sub contract PO, created automatically during order creation, hence it is a confirmed issue. If you activate this check box, system will consider all the dependent reservations which are already confirmed before giving you the ATP qty. Some more functionality given here is which reservation is to be checked Do not check i.e. system will not consider this as requirement while confirming the ATP qty

Do not check - donot take this requirement.

X Include all reservations - include all the reservation from production order(created/released)

A Only include withdraw able reservations - Include only reservation from a production order that is released.

Include released order requirement - Specifies whether the system takes requirements resulting from stock transport orders and stock transport requisitions into account during the availability check. It is a confirmed (from STO-PO) or planned requirement (from PR) Do not check - requirements from STO not to be considered as a requirement in supplying plant

Do not check - donot check it as a requirement

X Check releases for stock transport orders and requisitions-Check all the requirement from STO-PR, STO-PO in supplying plant

A Check releases for stock transport orders only - Check all the requirement from only STO-PR in supplying plant.

Include Planned order -Indicates whether the system takes planned into account during the availability check as a receipt. It can be confirmed or planned issue depending on planned order is firmed or not firmed.

Do not check - don't check any planned order as a receipt

X Check all planned orders - take all the planned orders in to account

A Check firmed planned orders only- take only firmed planned orders in to account

B Only check planned orders that are completely confirmed- I have not seen any difference between A and B.

Include Production order - Include production orders as a receipt element for calculation of ATP, which are the status to be considered is given below

Do not take into account - Don't take Production order as a receipt element

X Take all production orders into account - take all the production orders

F Only take released production orders into account - take only the released production orders as receipt.

Include receipt from past and future - When confirming sales order which are the receipt to be considered is discussed above but whether to take future and / or past receipt...option is given below

Include receipts from past and future

A Include receipts from past and future, with messages

B Include future receipts only

C Include future receipts only, with a message

Regards

raja

Edited by: ramanathan raja on Nov 26, 2008 1:18 PM

[Former Member]

Hi,

find this notes

Availability check is an integral part of the business process that determines if the required delivery quantity can be met on a required delivery date. For this purpose the system takes into account pre-delivery activities such as scheduling for picking or packing times and the time taken to produce or obtain the material. It also performs several background functions such as

2. Backorder processing, rescheduling and ATP quantities.

Backorder processing: processing of a sales order that has not been fully confirmed or not confirmed at a certain delivery date.

3. Rescheduling: is a proposal of how u2013 confirmed quantities already assigned to a sales order can be reassigned to other sales orders that have a higher priority.

4. Available to promise (ATP): is a process of checking the available quantities of a material. The ATP quantity consists of warehouse stock + planned receipts (incoming stock) u2013 planned issues (outgoing stock). to examine stock on hand (CO09) proceed to logistics u2013 sales & distribution u2013 sales u2013 environment u2013 availability overview.

5. Replenishment lead time (RLT): is the time taken for the material to become available either internally (in house production) or externally (from a vendor). The most important things to consider during an external procurement are purchasing and MRP2 (procurement) views of MMR where the processing time for purchasing, planned delivery time and goods receipt processing time are taken into account. On the other hand internal procurement is based on in house production time (MRP 2 view) goods receipt processing time or alternatively RLT time, which is found on MRP 3 view.

6. RLT (Replenishment Lead Time) is the time taken for the material to become available. RLT is only used when doing an ATP check (Available To Promise). The value of RLT for a material is specified on material master record.

7. There are three types of availability checks u2013

Check on basis of ATP quantities.

Check against product allocation.

Check against planning.

Configuring Availability check through Checking Groups

1. The checking group + checking rule determine how the availability check is to be performed.

2. The checking group determines whether and how the system checks the stock availability and generates requirements for material planning. The checking group defines what type of requirements will be passed on i.e. summarized requirements (daily/weekly) or individual requirements for each sales order.

3. The checking rule applies to how the availability check is to be carried out at the transaction level. Note that you must define checking rules for each individual application such as for production orders for example. In Sales and Distribution, the checking rule is specified internally within the system and cannot be changed.

4. The checking rule, in conjunction with the checking group, determines the scope of the availability check for every business operation; that is, which stocks, receipts and issues are to be included in the availability check and whether the check is to be carried out with or without the replenishment lead time.

5. Briefly explaining the above u2013 checking group determines which type of requirement to be passed on to MRP whether it be individual or summarized and checking rule which is at the transaction level and can be configured independently for each application module, determines which stocks, receipts and issues to be taken into account. For performing an availability check checking group has to work in conjunction with checking rule.

6. Advantages of individual processing over summarized processing u2013

Backorder processing is possible.

You can access (MD04) order, line and schedule line individually which gives a greater control on available stock and requirements placed on stock.

The system automatically uses individual requirements in case of special stock items.

7. Required data for the Availability check to be carried out u2013

The Availability check must be switched on at the requirement class level.

The Availability check must be set at the schedule line level.

A requirements type must exist by which the requirements class can be found.

A plant must be defined in the sales order for each schedule line item (in other words plant must be defined for every material in MMR).

A checking group must be defined in the material master record in the MRP3 screen in the availability check field.

8. Configuring Availability check and defining Checking Groups u2013

Checking groups are introduced into the sales order based on the setting in the material master record.

SAP standard checking groups are 01 u2013 summarized requirements and 02 u2013 individual requirements or you can create your own by copying the standard ones.

Total sales and total deliveries columns are there to configure a checking rule to sum up requirements to post to MRP either individually or by day or week.

Block quantity required can be set if you want several users to be able to process the material simultaneously in different transactions without blocking each other.

The no check indicator is CHECKED when you DO NOT want the system to carry out ATP check.

9. Defining material block for other users u2013 the block check box is an indicator that enables you to block material master records of a particular material during the availability check and restrict other users from accessing same master record and reserve the material. If the block is not set, two users can confirm the same material at the same time for two different orders, not knowing if the stock is available or not. If you select this field, the material is blocked during the availability check and other users cannot: a) Make changes in the material master record. b) Create purchase orders for the material. C) Create orders for the material.

10.Defining default values for checking groups - Checking groups are introduced into the sales order based on the setting in the material master record.

However if there is no entry present in the material master record for the checking group, a default value can be set here, depending on material type and plant.

This default value will be used by the system depending on the material type mentioned in MMR and plant in sales order.

If an entry exists, this default value is over written by MMR.

11.Controlling Availability Check u2013 in this section, you tell the system what stock on hand and what inward and outward movements of stock it must take into account when performing the availability check in addition to whether or not to consider the replenishment lead time.

12.These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sales and distribution transaction.

13.These settings carry out control both for sales order and delivery as well. This is due to the fact that you may want to include specific stock or incoming stock for the sales order, yet at the time of the delivery only include physical stock on hand waiting to be shipped.

14.It is possible to indicate to the system that you would like the availability check NOT TO CHECK the stock at the storage location level. This indicator is used to set the scope of the availability check.

15.It is used to switch off the check at storage location level. You create a reservation for a particular storage location. However, the scope of the availability check is set in such a way as to exclude the storage location. In this case, the system carries out the check at plant level only and does not take the storage location into account that is specified in the reservation.

16.Should you not want the system to automatically check RLT, you may indicate so here. RLT is the time taken for a material to become available. It is only used when doing an ATP check and is taken from MMR.

17.defining the elements in the availability check entirely depends on the business needs, but a few tips are given under u2013

When controlling the Availability check at the time of the sales order, a purchase requisition does not necessarily indicate by it is going to come into the plant.

A shipping notification on the other hand - a confirmed purchase order u2013 is a good indicator of receiving stock on a specified date.

It is always recommended not to select the shipping notifications for the delivery requirements type as you may not actually receive the stock into plant or warehouse for which you are creating a delivery.

Best regards,

venkataswamy.y