availability check

[Former Member]

Hi all,

Steps to configure Availability check

Thanks

Regards

Hemavathy murali

[Former Member]

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

Regards,

Rajesh Banka

Reward points if helpful

[Former Member]

Please find Check the mail

[Former Member]

hi hema,

i have sent material to your email id hemavathy12@gmail .com

pls reward points if the answer is helpful

Regards,

Murali

[Former Member]

Email Sent.

Reward suitable points.

Regards,

Rajesh Banka

[Former Member]

Hi Hemavathy,

Please give me your email address so that I can mail you the file for availability check.

Regards,

Allabaqsh G. patil

[jiteshmehta]

Availability Check

The availability check is an integral part of the business process. It determines if the desired delivery quantity can be met on the desired date. The availability check takes into account the respective activities that must be carried out before a delivery can take place. This includes the scheduling for picking or packing times and the time taken to produce or obtain the material as well as many other background functions.

Menu Path

IMG, Sales and distribution, Basic functions, Availability check

and TOR, Availability check, Availability Check with ATP Logic or Against Planning.

Define Checking Groups Tcode OVZ2

Define Material Block For Other Users Tcode OVZ1

Define Checking Groups Default Value Tcode OVZ3

Carry Out Control For Availability Check Tcode OVZ9

Define Procedure By Requirements Class Tcode OVZ0

Define Procedure For Each Schedule Line Category Tcode OVZ8X

Determine Procedure For Each Delivery Item Category Tcode OVZK

Checking Rule For Updating Backorders Tcode OMIH

Define Default Settings Tcode OVZJ

Backorder processing is the processing of a backorder, which in itself is a sales order that has not been confirmed in full or not confirmed at a certain delivery date.

Rescheduling is a proposal of how confirmed quantities already assigned to sales orders can be reassigned to other orders that have a higher priority, such as an a earlier delivery date.

ATP stands for available to promise. It is the process of checking the available quantities of a material. The ATP quantity is equal to warehouse stock plus the planned receipts (incoming stock) minus the planned issues ( outgoing stock). ATP takes into account all movements into and out of the warehouse. If selected, it can check the stock examined for ATP that can be safety stock, stock in transfer, stock in quality inspection, and blocked stock, although the planned

receipts and planned issues of the stock associated with ATP may be purchase orders, purchase requisitions, planned orders, production orders, reservations, dependent reservations, dependent requirements, sales requirements, and delivery requirements. If the business produces special stock such as made-to-order goods or consignment stock, the ATP check is done against the special stock.

Replenishment lead time (RLT) is the time needed to produce the requested stock. It can be the time taken by the business to produce a material or the time taken to externally procure the material from a vendor. This includes the goods receipting time; thus, the RLT is the time taken for the material to become available. RLT is only used when doing an ATP check. The value of the RLT for a material is specified on the material master record. It can be determined in one of

two ways: The RLT for an externally procured material. This is determined based on the total of the processing time for purchasing, the planned delivery time, and the goods receipt processing time. These settings can be made on the Purchasing and MRP 2 views of the material master record. The RLT for an internally procured material. This is based on the inhouse production

time, found in the MRP 2 view, and the goods receipt processing time or alternatively on the total replenishment lead time, which is found in the material master record on the MRP 3 view. Note If a sales order is created, there is no available stock, and the ATP check is set to include RLT, the system will automatically confirm the desired quantity for the end of RLT based on whether the material is externally or internally procured. Thus, should you have an order for 100,000 pieces of material ABC and the system has no available stock, it will still give a confirmed date according to the end of the lead time. Should there be partial stock available,the system will confirm this partial quantity and move the remaining quantity to the end of RLT. Thus, it does not do an availability check outside of the RLT. If RLT is three days for a specific material, it will not do an availability check outside of those three days, as it automatically thinks it will definitely have stock on the fourth day.

To examine stock on hand, proceed to Logistics, Sales and distribution, Sales, Environment, Availability overview Tcode CO09. To examine stock on hand from a created order, proceed to change mode Tcode VA02 schedule line, Environment, Availability. There are three types of availability checks.

The first is the availability check on the basis of the ATP quantities, as previously described.

The second is the availability check against product allocation, which enables an availability check against product allocation, allowing a predefined distribution quantity of products to customers.

The third availability check is the check against planning. This is not a check against sales orders (a pull business cycle in which a sales order pulls demand through the system to confirm the order), but rather a push business flow where quantities are produced in line with expected sales quantities independent of sales orders.

Configuring the Availability Check through Checking Groups

The checking group defines what type of requirements we will pass on. Do we record summarized requirements daily or requirements in the stock requirements list weekly? Or do we record individual requirements for each sales order, line item, and schedule line in the stock requirement list?

The advantages of individual requirements over summarized requirements are as follows: Backorder processing is possible for individual processing. We can access the order and line items and schedule lines in MD04.

This gives one greater control over the available stock and the requirements placed on the stock. The disadvantages are that there may be slightly more impact on system performance as each demand is placed immediately into the stock requirements list. Do not forget the system automatically uses individual requirements for special stock movements such as consignment stock, returnable packaging, and so on, even if summarized requirements have been selected.

The checking groups are configurable, yet SAP standard uses the following checking groups:

01 to represent daily requirements

02 to represent individual requirements

The checking group plus the checking rule determines how the availability check is to be performed. The checking group is found on the material master record MRP 3 view.

Checking Rule

The checking rule is used to control the scope of the availability check for each transaction in sales and distribution. The control of the availability check is defined by the c hecking group on the material master record and the checking rule representing the transaction. The checking rule may be configured in the system depending on the application or module, but in the sales and distribution module, it is predefined.

Schedule Line Category

The availability check can be fine-tuned at the schedule line level in the same way as the TOR is carried out at the schedule line level. Those schedule lines that are not relevant for an availability check can be switched off at the schedule line level by ensuring the availability check indicator is not flagged.

Delivery Item Category

The delivery item category can be used to control whether an availability check takes place in deliveries.

Requirements Class

The requirements class, as used in the TOR, controls the relevance for the requirements planning strategy and the requirements consumption strategy. It is also responsible to determine if an availability check is to be performed for the material on the basis of the ATP quantity and whether the TOR is passed on.

Requirements Type

The requirements type refers to the requirements class and its features. The requirements class is assigned to the requirements type in the TOR.

Required Data for the Availability Check to Be Carried Out

In order for the availability check to be carried out, the following data in addition to the configuration entries, described later, must be defined in the system:

1. The availability check must be switched on at the requirements class level. Refer to the TOR configuration process [OVZG]

2. Switching the availability check on at the requirements class level

For the availability check in the sales document, the indicator must be set at the schedule line category level [OVZ8]

3. Setting the indicator at the schedule line category level

A requirements type must exist by which the requirements class can be found. Again refer to the TOR [OVZH] .

4. A requirements type must exist so that the requirements class can be

found. A plant must be defined in the sales order for the line item. It can either be automatically proposed by the system from the customer, the customer material information record, or the material master record. It can also be entered manually in the document.

5. A checking group must be defined in the material master record in the MRP 3 screen in the Availability check field .

Configuring Entries of the Availability Check and Defining Checking

Groups

Proceed to IMG, Sales and distribution, Basic functions, Availability check and transfer of requirements, Availability check, Availability Check with ATP logic or against planning, Define checking groups.

You can use the standard SAP checking groups of 01 for summarized requirements and 02 for

daily requirements or you can create your own entries . Should you create your

own, do not forget to copy and name them using the SAP allocated range beginning with a Z.

You can choose between the standard SAP checking groups of 01 for summarized requirements or 02 for daily requirements.

The columns total sales and total deliveries in are selection options whereby you can configure a checking rule to sum up requirements to post to MRP either individually or by day or week. Do not forget that by selecting the summarized requirements you will lose out on the connection to the individual sales order and associated line item in the stock requirements list [MD04]. Note column 5, Block QtRq; set this block 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 used when you want a material to not be relevant for an ATP check; thus, no check is carried out for the material with a checking rule indicating No check._ For materials that there is a high quantity of stock for, it would be impossible and unnecessary to validate the available quantity.

Defining a Material Block for Other Users

The Block checkbox is an indicator that enables you to block the particular material from being checked for availability if it is already being checked at the same time by another user .This block serves a valuable purpose in that, should the block not be set, two users can confirm the same quantity for the same material at the same time.

You cannot change the field value for the initiator of the availability check, such as A-order or B-delivery note, as in the configuration menu.

Defining the Default Value for Checking Groups

Should no entry exist in the material master record, one can set a default value per material type and plant. This default value will be used by the system based upon the material type of the material master record and the plant in the sales

order, unless an entry exists in the material master record, whereby it will be overwritten by the material master checking group.

Controlling the Availability Check

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 .

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.

The carry out control for the availability check must be maintained for both the sales order and delivery, This is due to the fact 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.

Maintaining the carry out control for the availability check for both the sales order

and delivery Select the indicator, should you wish to take the respective stock into account when carrying out the availability check, such as

Safety stock

Stock in transfer

Quality inspection stock

Blocked stock

Now select the planned inward and outward movements of stock you would like to take into account when doing an availability check:

Include sales requirements is used to include the requirement based on a sales

transaction that could have been previous orders placed for the material or even quotations.

Include deliveries is used by the system to include requirements passed on from a delivery document for this material.

Include reservations is used to determine if the system should take into account the reservations of stock for this material.

Include dependent requirements is used by the system to indicate if dependent

requirements such as components of a production order are taken into account.

Include purchase requisitions is used by the system to determine if it should use the requisition for purchasing to obtain more stock in the availability check.

Include purchase orders is slightly better than purchase requisitions as it tells the system to include actual orders placed for more stock.

Include shipping notifications is used by the system to include confirmed purchase orders, ensuring that stock is coming into the plant or warehouse.

You can then check dependent reservations and release order requirements, planned orders, and production orders.

It is also possible to indicate to the system that you would like the availability check not to check the stock at the storage location level. Should you set this indicator, the system will automatically use the check based on the plant.

Should you not want the system to automatically check the replenishment lead time, you may indicate so here.

The business now needs to define the elements necessary to be included in the availability check. No one can define what your specific business would need to include or exclude in the check, but a few tips in making these decisions would be the following:

When controlling the availability check at the time of the sales order, a purchase

requisition does not necessarily indicate the stock requested by it is going to come in to the plant.

A shipping notification, which is a confirmed purchase order, on the other hand is a good indicator you will be receiving stock at a certain date.

Should you select shipping notifications as an element for the availability check in the sales order, be careful if selecting it for the delivery. You may discover you actually did not receive the stock and may be creating a delivery with no materials in the plant or warehouse.

Both sales and delivery requirements are taken into account in the availability check in sales documents. However, in deliveries, only the delivery requirements are taken into account and there is a danger that quantities reserved in the sales documents are considered to be available by the availability check in the deliveries This results in the deliveries being created and the material availability dates of the materials in the sales order being pushed out.

[Former Member]

Dear Hemavathy,

Available to Promise (ATP) performs stock availability checks on schedule lines to confirm delivery dates of ordered materials.

The ATP quantity is calculated from the warehouse stock, the planned inward movements of stock (production orders, purchase orders, planned orders), and the planned outward movements of stock (sales orders, deliveries, reservations).

Availability checking verifies - before you even complete the order entry - that you have sufficient quantities on hand to satisfy a new order. If you do not have enough on hand to ship right away, SAP determines in real time when the desired quantity will become available.

ATP takes these elements into consideration when confirming inventory to order:

requested delivery date

requested quantity

warehouse movements

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.

.........

AVAILABILITY CHECK:

Availability Check is an integral part of the business process. It determines if the desired delivery quantity can be met on the desired date. The availability check takes into account the respective activities that must be carried out before a delivery can take place. This includes the scheduling for picking or packing times & the time taken to produce or obtain the material as well as many other background functions

SPRO- IMG- SD- Basic Functions- Availability Check & TOR- Availability Check- Availability Check with ATP Logic or Against Planning.

Backorder Processing: is the processing of a backorder, which in itself is a sales order that has not been confirmed in full or not confirmed at a certain delivery date.

Rescheduling: is a proposal of how confirmed quantities already assigned to sales orders can be reassigned to other orders that have a higher priority, such as an earlier delivery date.

ATP: stands for Available to Promise. It is the process of checking the available quantities of a material. The ATP quantity is equal to warehouse stock plus the planned receipts (incoming stocks). ATP takes in to account all movements into and out of the warehouse. If selected, it can check the stock examined for ATP that can be safety stock, stock in transfer, stock in quality inspection, & blocked stock, although the planned receipts & planned issues of the stock associated with ATP may be purchase orders, purchase requisition, planned orders, prodn orders, reservations, dependent reservations, dependent requirements, sales requirements & delivery requirements.

Replenishment Lead Time: (RLT): is the time needed to produce the requested stock. It can be the time taken by the business to produce a material or the time taken to externally procure the mat from vendor. This includes goods receipting time. RLT is only used when doing an ATP check. The value of the RLT for a material is specified on the MMR record.

• The RLT for an externally procured material. This is determined based on the total of the processing time for purchasing, the planned delivery time & the goods receipt processing time. These setting can be made on the Purchasing & MRP 2 view of the MMR.

• The RLT for an internally procured material. This is based on the in house prodn time, found in the MRP 2 view, & the goods receipt processing time or alternatively on the total replenishment lead time, which is found in the MMR on the MRP 3 view.

• If a sales order is created, there is no available stock, and the ATP check is set to include RLT, the system will automatically confirm the desired quantity for the end of the RLT based on whether the material is externally or internally procured. It will still give a confirmed date according to the end of the lead-time. Should there be partial stock available, the system will confirm this partial stock available, the system will confirm this partial qty and move the remaining qty to the end of RLT. Thus it does not do an availability check outside RLT. If the RLT is three days for a specific material, it will not do an availability check outside of those three days, as it automatically thinks that it will definitely have the stock on the fourth day.

.........

Availability check can be configured both at requiremnt class and at the schedule line categories level.

Whilst the availabilty check at the requirement class level via global and mandatory configuration the schedule line catgry availability check deals with the order.

It is mandatory that the reqmnt class is flagged off for avlblty check and the schdelu line cat need not be.

The following are the mandatory for Availability check to happen--

1. Must be swithced on at the requirment class level and at the schedule line level.

2. Reqmnt type must exist by which a requiremnt class can be found

3. There must exist a plant and is defined

4.Checking group must be defined in Material Master records(it controls whthr the system is to create individual or collective reqmnt)

A combination of checking gropup and checking rule will determine the scope of availbaility check.

Following are the configuration parameters:

1. Define Checking Groups

Menu Path: SPRO>SD>Basic Functions>Availability Check and Transfer of Requirements> Availability Check with ATP Logic or Against Planning>Define Checking Groups

You define checking groups with which you specify the type of requirements records the system is to create when processing sales orders or deliveries

2. Define Material Block for Other Users

Menu Path: SPRO>SD>Basic Functions>Availability Check and Transfer of Requirements> Availability Check with ATP Logic or Against Planning>Define Material Block for Other Users.

3 .Define Checking Groups Default Value

Menu Path: SPRO>SD>Basic Functions>Availability Check and Transfer of Requirements> Availability Check with ATP Logic or Against Planning>Define Checking Groups Default Value.

4. Carry out Control for Availability Check

Menu Path: SPRO>SD>Basic Functions>Availability Check and Transfer of Requirements> Availability Check with ATP Logic or Against Planning>Carry Out Control for Availability Check.

5. Define Procedure by Requirements Class

Menu Path: SPRO>SD>Basic Functions>Availability Check and Transfer of Requirements> Availability Check with ATP Logic or Against Planning>Define Procedure by Requirements Class.

6. Define Procedure for Each Schedule Line Category

Menu Path: SPRO>SD>Basic Functions>Availability Check and Transfer of Requirements> Availability Check with ATP Logic or Against Planning>Define Procedure for Each Schedule Line Category.

7. Determine Procedure for Each Delivery Item Category

Menu Path: SPRO>SD>Basic Functions>Availability Check and Transfer of Requirements> Availability Check with ATP Logic or Against Planning>Determine Procedure for Each Delivery Item Category.

8. Checking Rule for Updating Backorders

Menu Path: SPRO>SD>Basic Functions>Availability Check and Transfer of Requirements> Availability Check with ATP Logic or Against Planning>Checking Rule for Updating Backorders.

9. Define Default Settings

Menu Path: SPRO>SD>Basic Functions>Availability Check and Transfer of Requirements> Availability Check with ATP Logic or Against Planning>Define Default Settings.

...........

Availability check (ATP check) is used to check whether a product can be confirmed in a sales order, based on the fact that enough stock is available or can be produced or purchased on time. The product is reserved in the required quantity, and ATP requirements are transferred to production or purchasing.

You can also carry out availability check in simulation. This is called availability information.

Visit the following links for information regarding availability check:

http://help.sap.com/saphelp_crm40/helpdata/en/b6/de3efc6bbcdc4b948d466857a10323/content.htm

http://www.sap-img.com/sd028.htm

Regards,

Naveen.