Regarding Availability check

[Former Member]

Hi friends

1.Pls tell me the process of customisation availablilty check in sd step by step

2. when sales order raised how TOR passes to PP , what is the back ground customisation for this, plz tell me the process of TOR step by step

Thanks in Advance

[Former Member · Accepted solution]

Hi Venkata,

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

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

u2022 Check on basis of ATP quantities.

u2022 Check against product allocation.

u2022 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.

Credit Management:

Credit and risk management takes place in the credit control area. According to your corporate requirements, you can implement credit management that is centralized, decentralized, or somewhere in between.

An organizational unit that represents the area where customer credit is awarded and monitored. This organizational unit can either be a single or several company codes, if credit control is performed across several company codes. One credit control area contains credit control information for each customer.

For example, if your credit management is centralized, you can define one credit control area for all of your company codes.

If, on the other hand, your credit policy requires decentralized credit management, you can define credit control areas for each company code or each group of company codes.

Credit limits and credit exposure are managed at both credit control area and customer level. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record.

Tips

Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.

1. Transaction OB38

Check which credit control area is assigned to the company code.

Company code:

Credit control area:

2. Transaction OVFL

Check which credit control area is assigned to the sales area.

Sales area:

Credit control area:

3. Transaction XD02 or VD02

Check which credit control area is assigned to the payer.

Payer:

Credit control area:

4. Transaction SE37

Is user exit EXIT_SAPV45K_001 being used?

5. Transaction OBZK

For the settings under items 2 - 4, field "All company codes" must be marked in Transaction

OB45, or the credit control area must be entered under the relevant company code in table

T001CM of the credit control areas allowed.

Company code:

Credit control areas allowed:

6. Settings for the credit checks

7. Transaction OVAK

Which settings do exist for the sales document type used?

Sales document:

Check credit:

Credit group:

8. Transaction OVAD

Which settings do exist for the delivery type used?

Delivery type:

Credit group for delivery:

Credit group for goods issue:

9. Transaction OB01

Credit management/Change risk category

Definition of the risk category for each credit control area. This risk category can be

assigned to a credit account by using Transaction FD32.

10. Transaction OVA8

Here, the individual credit checks for key fields

o credit control area

o risk category

o credit group are set. Take these key fields from the above settings and go to the detail

screen. In particular, check whether fields "Reaction" and "Status/block" are set

correctly. To carry out follow-up actions in case of a credit block, the credit check

status must be set (field "Status/block").

11. Transaction FD32

Credit master data for the payer of the relevant document.

Credit account:

Credit limit:

Risk category:

Currency:

12. Settings for updating the credit values Update of the credit values is required for the limit

check (static or dynamic credit limit check).

13. Transaction OVA7

Update of the credit value is active for the corresponding item type if the check box is marked. This field corresponds to

field "Active receivable" in Transaction VOV7.

Item type:

Active receivable:

14. Transaction V/08, Pricing

In the pricing procedure used for pricing, subtotal "A" must be entered in a line for

determining the credit value (mark the pricing procedure and doubleclick on "Control").

Usually, the net value plus taxes is used. This way the system is determined to use this

subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and used for

update and credit check.

You can find the used pricing procedure of the order under "Item -> Condition -> Analysis".

Pricing procedure:

Line with subtotal = 'A':

15. Transaction OB45

Which update group (field "Update") do you use in the relevant credit control area? The

default setting is "12". If you use another update group, check whether this is fine with

you. If you open an OSS message, please tell us the alternative update group.

Credit control area:

Update:

16. Transaction OMO1

Which kind of update did you choose for structure S066?

In any case, "Synchronous update (1)" has to be chosen as the kind of update.

All other settings will lead to errors.

Hope this will help.

thanks,

Raja

[Former Member]

Thanku Raja & Lakshmipathi for ur helpful answer

[Lakshmipathi]

Dear Venkata Ramana

Please go through these help links

[Checking the Availability of Material|http://help.sap.com/saphelp_47x200/helpdata/en/fc/836ae8f66111d2b6a70000e8359890/frameset.htm]

[Working with Requirements in Sales and Distribution Processing|http://help.sap.com/saphelp_47x200/helpdata/en/93/744c6c546011d1a7020000e829fd11/frameset.htm]

thanks

G. Lakshmipathi