Availability check

Former Member · ‎07-12-2007

Hi friends,

This is madhusudhan topic is about the Availability check dount is that

We doing the availability check on RLT in it we have two types one is Internal and Externally: in this we have to select Purchasing and MRP Type:1 so in Purchasing what field we have to select plz.

Regards,

P.Madhusudhan Sd Consultant

Former Member · ‎07-12-2007

http://help.sap.com/printdocu/core/Print46c/en/data/pdf/SDBFAC/SDBFAC.pdf

ATP

Types of Availability Check in Sales and Distribution

Processing

There are three types of availability check:

_ Check on the basis of the ATP quantities

_ Check against product allocation

_ Check against planning

The following SD-specific control features need to be maintained in Customizing:

_ Checking group

The checking group controls whether the system is to create individual or collective

requirements in sales and shipping processing. In addition, a material block for the

availability check with transfer of requirements can be set here. The checking group can

also be used to deactivate the availability check. This option was created especially for

the assembly order so that when the bill of material is exploded in the assembly order,

the individual components, if necessary, can be classified as non-critical parts as far as

procurement is concerned.

The checking group specifies in combination with the checking rule the scope of the

availability check. It is proposed in the material master record on the basis of the material

type and the plant, and copied into the sales and distribution documents.

_ Checking Rule

You use the checking rule to control the scope of the availability check for each

transaction in sales and distribution. You also specify whether the check should be

carried out including or excluding replenishment lead time. The individual checking rules

define by transaction, which stock and inward and outward movement of goods should

be taken into account for the availability check.

_ Schedule line category

You can control with the schedule line category whether an availability check and

transfer of requirements should be carried out in the sales documents. The possible

settings for this at schedule line level are dependent on the settings in the requirements

class which is determined from the requirements type of the material.

_ Delivery item category

The delivery item category can be used to control whether an availability check takes

place in deliveries.

Requirements type

The various requirements are identified by their requirements type. The requirements

type refers to the requirements class and its control features.

_ Requirements Class

The requirements class contains all control features for planning such as relevance for

planning, requirements planning strategy and requirements consumption strategy. In

addition, it is specified at a global level whether an availability check is to take place for

the material in the sales and distribution documents on the basis of the ATP quantity

(ATP = available to promise) and whether requirements are to be passed on. A finer

degree of control can be obtained for sales documents using the schedule line category.

Replenishment lead time is only included in the check performed on the basis of the

ATP quantity.

Prerequisites

An availability check can only be carried out if the following prerequisites have been fulfilled:

_ The control elements described above for the availability check must be maintained in

Customizing for Sales and the relevant assignments made to the sales transactions

_ The availability check must be switched on at requirements class level and - for the

availability check in the sales documents - at schedule line category level

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

_ A plant must be defined. It can either be proposed from the customer or material master

record or can be entered manually in the document.

_ A checking group must be defined in the material master record on the Sales/plant data

screen in the Availability check field

Configuring entries of the Availability Check

IMGSDBasic fncsAvailability check and TORAvailability checkAvailability check with ATP logic or against planningDefine checking groups

You can use SAP std checking groups of 01 for summarized reqts or 02 for daily reqts or u can create ur own.

The columns total sales and total deliveries are selection options whereby u can configure a checking rule to sum up reqts to post to MRP either individually or by day or week.

Column 5, Block qty; set this block if u want several users to be able to process the material simultaneously in different transactions without blocking each other. The No Check indicator is used when u want a material to not be relevant for an ATP check.

Defining a material block for other users. The Block checkbox is an indicator that enables u to block the particular material from being checked for availability if it is already being checked at the same time by another user.

Defining the default value for checking groups. However should no entry exist for the checking group in the material master record, one can set a default value per material type and plant.

Controlling the availability check. In this section, u 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. 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 sd transaction. The carry out control for the availability check must be maintained for both the sales order and delivery.

TOR

IMG  SD  Basic fncs  Availability check and TOR  TOR

A line item in the sales order creates a schedule line. The schedule lines in the sales order transfer the requirements through to MRP. You can select the docs on which you want the TOR to happen. For ex, not for quotations.

The TOR aims to ensure the ordered materials are available for the requested delivery date. The TOR can be set for individual or for collective requirements (materials mastersales/plant view).

The TOR is dependent on the following data:

The reqts type, reqts class, checking group and schedule line category.

The reqts type and class are determined in the strategy group (material masterMRP3)

For TOR to be carried out, a few criteria need to be met:

Plant assigned to line item level, schedule line category should be switched on at TOR, TOR must be switched on at the reqts class level, checking group must be defined and allocated to the material master record (sales/plant view in the availability check field)

The reqts class is the controlling factor for the availability check and the TOR for all sd types.

Configuring the TOR:

1) Use std 041 reqts class or copy and rename it. Use the indicators to select if this reqts class must carry out an availability check and/or a TOR.

2) Define the reqts types. A reqts type is allocated to a single reqts class and not vice versa. It is based on the item category and the MRP type of the material.

3) Assign the rqts type to the relevant item category in the sales order and the MRP type found on the material master record.

You can select an alternative search strategy where u assign the reqts type to item category and MRP type. Can select source as 0, 1 or 2. (1 = Item type and MRP type strategy).

4) The TOR and Availability check can be selected/de-selected at the schedule line category level.

5) Block qty confirmation in delivery blocks. This is used to block the reservation of the TOR from MRP.

6) Maintain requirements for TOR. Requirements can be used to determine that the TOR to MRP is not carried out unless a number of conditions are met.

Availability Overview = CO09  order qty, sd doc no, item no, requirements class.

Stock requirements list = MD04  sd no or dly no, line item, schedule line placing the demand

Stock overview = MMBE  total stock per company, then plant followed by storage location, and finally a breakdown per batch.

Regards,

Rajesh Banka

Reward suitable points.

former_member227476 · ‎07-12-2007

REBATES

Rebates are special kind of discounts that area paid to the customer on certain sales volume. Rebates are paid after rebate agreement period.

ex : one year the customer should purchase specified if he purchased that specified sales value then only to be rebates are going to be paid by raising credit memo.

Configuration Settings:

 Activate three controls

Check the rebate processing active at the time of defining sales organization

Activate check result at customer master pair

Activate check relevant for rebate whole defining to billing document type ex : F2

Including Condition Type, B002 with, subtotal =7, requirement = 24 and accounting key = ERB, Accrual Key = ERU, in V/08 B/N, Discount or after total discount value we have to put after discount value if we use rebate basis.

(Requirement 24 excludes rebate condition type during sales order processing and including during the billing process)

Create Rebate Agreements (VB01):

Path: Logistic S&D  Master Data  Rebate Agreement  Rebate Arrangement  VB01 Create

Specify Rebate Agreement ex: 0002 – Material Rebate

Inter, Specify the description, Rebate Recipient (Customer – Payer), “Currency” “Validity Period”

Agreement Status: Open & Verification levels

F- Do play totals by payer – material

*Click on Conditions maintain “ Sales Trees”, “Customer number”, “Material Number”, “Validity Period”, Amount”.

*Select Condition line item, 40 to Scales maintain scales, save it.

*note down the Rebate Agreement Number.

 Define Rebate Agreement Type:

Path : Img  S&D  Billing  Rebate Processing  Rebate Agreement  Define Agreement type  Define Agreement types

Choose Rebate agreement 0002 go to Details icon and maintain data as below

*Default Values

 Proposed Valid from : Specify the beginning validity date which system automatically proposes. Ex: to days date

 proposed valid to : the value of this field proposes how long this rebate condition record should remain in force. ex-2

 Payment method: The value of this field determined how the payment going to be made ex: cheque or cash etc.,

->Default Status: It specifies Default status of the rebate agreement. The system automatically proposes when you create a rebate agreement. ex: Open

Control Data:

 Verification level : ex F – Display total by payer/material

It how the information should be displayed or printed out for a Rebate Agreement.

 Check different Validity periods

It specifies whether condition Records within Rebate Agreement must have exactly the same validity period as a agreement itself.

Manual Accruals order type R4 (B4):

Specify the sale doc type R4 when we perform manual posting of accruals for agreement.

Ex: when the ;business wants to put worth of certain amount of product as a front of store display then business pays 10000 then business has to post this 10000 as accruals, system automatically creates credit memo request of this document type(R4).

 Check “Manual Accruals”: Accruals this field if you want to post manual accruals for this agreement.

Manual Payment:

Payment Procedure: A – Payment allowed up to accruals valid.

Specify the value, if you want to allow manual payment for a Rebate Agreement To indicator specifies the amount which can be paid by using this indicator we can limit the manual payment to be the amount of accruals posted for each Rebate condition records when normal payment is carried out creation of credit memo. When system carried out final settlement all partial payments are taken into account.

 Partial Settlement: R3 (B3)

Specify order type that should be used when we perform costing settlement for the Rebate Agreement. Ex: Customer wants partial Settlement for the Rebate Agreement, and then system uses this document type to settle the partial payment.

Note: That request must be approved before creating the credit memo.

Prerequisite: Make sure that in VOV8 R3(B3) the Billing type field contains appropriate partial settlement value B3

Check ‘Reverse Accruals’

Check this field when we want accruals to be reversed when manual payment be made for Rebate Agreement.

Use: System reverses the Accruals for the amount for manual payment. I the Cumulative Accruals are not sufficient then the system Reverse the accrual amount to which that system.

Settlement: Final Settlement’ – B1

Specify the Sales doc type that system uses as a default when final Settlement Takes places.

Correction: B2

Specify doc type B2 the System automatically uses to convert the Value. Ex: Sales Volume on which Rebates is based. If the business has to create a condition record with staring date that is in the past, then the system needs to adjust the sales revenue of the customer, then system has to take the invoice that were processed but the retroactive starting date of the condition record and the actual date on which we enter the Rebate Agreement.

Minimum Status: B – Agreement released for settlement

It specifies the minimum status that Rebate Agreement must have before the settlement an be calculated by default it B

 Save it, and Exit

Activate Rebate Procedure infrastructure: (S136):

To update daily sales orders with synchronize updating.

Path Img  Logistic general  LIS  Logistics date warehousing  Updating  updating Control  Activate updates  S&D  S136

Double click on S136 and select ‘Synchronous updating’ in pop up box

 Save it

 Double Click ‘SD60’, Select ‘Day’ & with ‘Synchronous updating’ in pop up box

 Save it

Go to OVA2 Assign sales document types B, B1, B2, R3, R4 to sales Area

Go to VA01, VL01N, VF01raise the sales order billing doc for 2 times and note down the ‘document numbers’.

VA01: Go to Price condition screen & check rebate condition type Boo2 has been activated or not.

Go to Change mode of the Rebate agreement (VB02). Note down the message as system unable to update sales volume in the Rebate agreement we have to run the program SDBONT06 in SE38 Transaction Code. Click on Execute(F8) maintain Selection screen like Rebate Agreement number Rebate Recipient number, Sales Area, & check to error, check drill out, uncheck test, check changed agreement, click on execute.

siva

Former Member · ‎07-12-2007

Hi mate

For availabity check maintain the plnned delivery time,Gr processing time and the availability check type and total replishment days (in case of replishment) in the MRP views.

cheers

Chellam

Former Member · ‎07-12-2007

Hi Madhu,

No need to check any field in purchaging for availability check.

In case of external RLT, u need to specify GR processing time and Planned delivery time on MRP2 view of material master.

In case of internal RLT, U need tospecify Total RLT on MRP3 view of material master.

Reward points

Cheers,

Govind.

Availability check

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