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Former Member
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Hi Gurus

Can some one explain me how can we do the ATP check and backorder processing of Stock order transports?

Thanks

SAM

Accepted Solutions (0)

Answers (4)

Answers (4)

Former Member
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To process backorders with a selection list, proceed as follows:

In the initial screen, choose Logistics > Sales and distribution >Sales.

Choose Environment >Backorders > Backorder processing > SD documents.

Enter you selection criteria (for example, the plant, sold-to party, purchase order number) and choose Program > Execute.

The system displays a list of the materials that meet your selection criteria. For each material, you the list provides the relevant information for each corresponding sales document (for example, the first delivery date, order quantity, confirmed quantity, and open quantity).

You can branch directly from the selection list into the individual sales documents. In addition, you can display the status, the document flow, and any changes made to the document.

Select the documents that you want to process and select from the following options:

Environment > Document to branch to an individual sales document

Environment > Document status to display the document status

Environment > Document flow to display the document flow

Environment > Document changes to see the changes

Processing Backorders for Sales Documents

Backorder processing from the selection list always takes place by material. This means that if you select several materials in the list, the system processes each one in turn.

If you want to reschedule in order to update the sales documents before you process the backorders, note that this may adversely affect system performance. Whenever possible, carry out rescheduling in the background.

To process backorders with a selection list, proceed as follows:

Select the materials and sales documents in the selection list that you want to process and choose Edit > Backorders.

This overview displays the requirements and received quantities, the quantity confirmed until now and the cumlated ATP (available-to-promise) quantity (the required and received quantities in stock still available for use) for each selected material, requirements/received date and MRP (materials requirements planning) element (such as the sales order). The requirements date generated by the sales document matches the material availability date.

Place your cursor on the MRP element that you wish to process and choose Edit > Change confirmation.

Note that you can only process the MRP elements for the lines that you selected in the list for which confirmed quantities exist. The MRP elements that you can process are highlighted. Deliveries cannot be processed as backorders so the overview does not contain any confirmed quantities for them. However, the system does take the size of the delivery quantities into account when calculating the ATP quantity.

You reach the Backorder Processing: Change Confirmation screen where you can see the details of the MRP element you selected (in the Sales requirements section for sales documents). In addition to the order and item numbers and the material availability date, the following data is displayed for a sales order item:

Field

Description Open quantity

Quantity not yet delivered

Confirmed quantity

Quantity that has been confirmed in backorder processing

Total confirmed quantity

Total quantity confirmed for the sales order items (if there is more than one schedule line for the item, this is the total of all confirmed schedule lines)

ATP quantity

Quantity available for outwards goods movements

In the Sales requirements section, you can process the backorders in one of the following ways:

Distributing ATP Quantities

Redistributing Confirmed Order Quantities

Choose Display to branch directly to the sales document.

Former Member
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Hi

Make small Search in sdn ,There are no of posts on the same issue

Former Member
0 Kudos

HI Sam

Using backorder processing, you can list sales documents relevant for requirements for particular materials and confirm them manually. You can assign available-to-promise (ATP) stock to outstanding order quantities. In addition, you can withdraw already confirmed quantities and reassign them to different items.

Backorder processing is only available for materials with individual requirements. Summarized requirements are usually used for materials sold in bulk quantities. Backorders for bulk products are not, as a rule, processed manually.

Selecting Backordered Materials From a List

The selection list enables you to display information about the requirements for the selected materials. You can then select and process individual sales documents directly from the list.

Creating a List of Sales Documents for Backorder Processing

To process backorders with a selection list, proceed as follows:

In the initial screen, choose Logistics ® Sales and distribution ® Sales.

Choose Environment ® Backorders ® Backorder processing ® SD documents.

Enter you selection criteria (for example, the plant, sold-to party, purchase order number) and choose Program ® Execute.

The system displays a list of the materials that meet your selection criteria. For each material, you the list provides the relevant information for each corresponding sales document (for example, the first delivery date, order quantity, confirmed quantity, and open quantity).

You can branch directly from the selection list into the individual sales documents. In addition, you can display the status, the document flow, and any changes made to the document.

Select the documents that you want to process and select from the following options:

Environment ® Document to branch to an individual sales document

Environment ® Document status to display the document status

Environment ® Document flow to display the document flow

Environment ® Document changes to see the changes

Processing Backorders for Sales Documents

Backorder processing from the selection list always takes place by material. This means that if you select several materials in the list, the system processes each one in turn.

If you want to reschedule in order to update the sales documents before you process the backorders, note that this may adversely affect system performance. Whenever possible, carry out rescheduling in the background.

To process backorders with a selection list, proceed as follows:

Select the materials and sales documents in the selection list that you want to process and choose Edit ® Backorders.

This overview displays the requirements and received quantities, the quantity confirmed until now and the cumlated ATP (available-to-promise) quantity (the required and received quantities in stock still available for use) for each selected material, requirements/received date and MRP (materials requirements planning) element (such as the sales order). The requirements date generated by the sales document matches the material availability date.

Place your cursor on the MRP element that you wish to process and choose Edit ® Change confirmation.

Note that you can only process the MRP elements for the lines that you selected in the list for which confirmed quantities exist. The MRP elements that you can process are highlighted. Deliveries cannot be processed as backorders so the overview does not contain any confirmed quantities for them. However, the system does take the size of the delivery quantities into account when calculating the ATP quantity.

You reach the Backorder Processing: Change Confirmation screen where you can see the details of the MRP element you selected (in the Sales requirements section for sales documents). In addition to the order and item numbers and the material availability date, the following data is displayed for a sales order item:

Field

Description

Open quantity

Quantity not yet delivered

Confirmed quantity

Quantity that has been confirmed in backorder processing

Total confirmed quantity

Total quantity confirmed for the sales order items (if there is more than one schedule line for the item, this is the total of all confirmed schedule lines)

ATP quantity

Quantity available for outwards goods movements

In the Sales requirements section, you can process the backorders in one of the following ways:

Distributing ATP Quantities

Redistributing Confirmed Order Quantities

Choose Display to branch directly to the sales document.

Additional Functions

The overview screen for requirements processing contains the following additional functions:

Variable Views

Scope of Check

Exception Messages

MRP Elements

Distributing ATP Quantities



To distribute ATP quantities, proceed as follows:



In the Backorder Processing: Change Committed Quantity screen, you can distribute some or all of the ATP quantity by entering a quantity in the Committed field in the Sales requirements section of the screen. This quantity fulfills some or all of the requirements for the backordered item.
Choose Enter to display the updated requirements situation.
Choose Copy to confirm the data.
Choosing Backorder processing ® Save.
If you selected more than one material in the selection list, the system automatically displays the next material you selected.

Example of Distributing ATP Quantities

140 pieces have been confirmed already for sales orders 14940, 14942 and 14981 in the unrestricted use stock. A backorder of 5 pieces exists for sales order 14943. Only 15 of the original order quantity of 20 pieces could be confirmed so the cumulative ATP quantity stands at 5.

The backordered quantity of 5 pieces can be fulfilled from the (in this case identical) ATP quantity. You do this by entering 20 pieces to replace the original 15 in the Committed field and choosing Copy. The cumulative ATP quantity is now used up and stands at zero. Sales order 14943 is fully confirmed.

Reward if useful to u

Former Member
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Hi Sam,

Go through the below process might give a good idea.

Availability check

1. 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 Backorder processing, rescheduling and ATP quantities.

2. 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 – 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) – planned issues (outgoing stock). to examine stock on hand (CO09) proceed to logistics – sales & distribution – sales – environment – 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 MRP 2 (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 –

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 – 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 –

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 –

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 –

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

SAP standard checking groups are 01 – summarized requirements and 02 – 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 – 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 – 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 –

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 – 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.

Thanks

Murtuza