Transfer of Requirements in Sales and Distribution Documents
The following types of transfer of requirements exist:
• Transfer of requirements with individual requirements
• Transfer of requirements with collective requirements
In the material master record, you specify on the Sales/Plant Data screen in the Availability check field whether each requirement is forwarded individually to planning or whether the requirements for one material in one plant are be combined.
Individual Requirements
A line for individual requirements is created in the availability overview for each sales and distribution document and schedule line. This line contains the order quantity and the number of the document which created the requirement as well as the item number and the requirements class.
Individual requirements have the advantage that the initiating document can be identified (the initiating document is displayed in the availability overview for each requirement).
Collective Requirements
Collective requirements combine several requirements according to the following criteria:
• Plant
• Batch
• Storage location
• Date
• Transaction
• Requirements Class
Collective requirements can either be created daily or weekly. You can also use the checking group to control whether the requirements date for weekly created collective requirements is the Monday of the current week or the Monday of the following week.
In contrast to the individual requirements, the documents initiating the collective requirements cannot be directly identified.However, it can be indirectly determined from the list of orders for the material
Controlling the Transfer of Requirements in Sales and Distribution Documents
Essentially, the same control elements are used for the transfer of requirements as are used for the availability check.
The following control elements are of significance:
• Requirements type
• Requirements Class
• Checking group
• Schedule line category
Prerequisites
Transfer of requirements can be performed if the following prerequisites have been met:
• The control elements described above must be maintained in Customizing for Sales and the relevant assignments made to the sales transactions
• The transfer of requirements must be switched on at requirements class level and, in the case of transfer of requirements in the sales documents, at schedule line level
• A plant must be defined at document item level. This plant is either proposed from the material master record or you can enter it manually
• A checking group must be defined in the material master record on the Sales/plant data screen in the Availability check field
When the transfer of requirements is switched on at requirements class level, it can be switched off at schedule line level. However, you cannot switch on the transfer of requirements at schedule line level if it is switched off at requirements class level. You can make this setting at schedule line level. But the system ignores it and the setting for the requirements class applies. The settings for the requirements class are proposed at schedule line level.
Settings for the transfer of requirements specific to schedule lines are only relevant for sales documents. In the shipping documents, the settings for the requirements class apply. The requirements class is determined from the requirements type of the material.
Effects of the Transfer of Requirements in the Sales and Distribution Documents
When you enter a sales document, the confirmed quantity is "reserved" and posted as a outward movement of stock on the confirmation date. This quantity cannot then be accessed by any other transaction. The order quantity is forwarded to material requirements planning even if it cannot be confirmed.
Sourcs; SAP library
Hope this helps.
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