The availability check is an integral part of the sales order processing cycle. Availability check helps you to determine whether you can supply the material to the customer on the requested delivery date or not. The system will check availability at plant level for that the system will determine the plant immediately when we enter an item in a sales document.
The system accesses information for proposing the standard delivering plant in the following order:
1. Customer-material info
2. Ship-to party customer master record
3. Material master record
Main tools in availability check
1. Requirements class
2. Requirements type
3. Checking group
4. Checking rule
6. Strategy group
7. Planning strategy
Requirements class
Requirement class controls whether the availability check and transfer of requirement is required in a sales document type or not. The requirements class contains all control features for planning such as relevance for planning, relevance for MRP, requirements planning strategy, settlement profile and requirements consumption strategy.
In a sales document you can also control the availability check using the schedule line category.
The settings in the requirement class level determine the settings in a schedule line category level.
To define the requirement class follows this menu path: - In IMG screen choose Sales and Distribution à Basic functions à Availability check and transfer of requirement à Transfer of requirement à Define requirement class
Requirements type
Requirement type defines the different type of requirements in business processes, such as sales order requirements, delivery requirements or individual customer requirements.
To define the requirement type follow this menu path:- In IMG screen choose Sales and Distribution à Basic functions à Availability check and transfer of requirement à Transfer of requirement à Define requirement type
Checking Group
1. It determines whether and how the system checks the stock availability and generates requirements for material planning.
2. In checking group you can control whether the system is to create individual or collective requirements in sales and shipping processing.
3. You can also se t a material block for the availability check.
4. The system will determine the checking group from the material master record sales: general plant data tab level.
5. System will propose a checking group to the material master automatically while creating a material master based on the material type and plant.
6. To define your own checking group, follow this menu path: - In the IMG screen choose Sales and Distribution à Basic Functions à Availability Check and Transfer of Requirements à Availability Check à Availability Check with ATP logic or against planning à Define checking group
7. However if there is no entry present in the material master record for the checking group, system will determine the checking group, depending on material type and plant.
Checking rule
1. Checking rule define how the availability check is to be carried out at the transaction level.
2. In checking rule you can specify whether the check should be carried out including or excluding replenishment lead time.
3. 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.
4. In customizing you must assign a checking rule for each transaction.
5. To define and assign a checking rule to a checking group follow this menu path: - In the IMG screen choose Sales and Distribution à Basic Functions à Availability Check and Transfer of Requirements à Availability Check à Availability Check with ATP logic or against planning à carrying out control for availability check
Schedule Line Category
1) In schedule line category you can decide whether an availability check and transfer of requirements should be carried out in the sales documents.
2) 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.
Strategy group
The strategy group is specified in the material master record in the MRP 1 Screen. It contains all the allowed planning strategies. The strategy groups are assigned, dependent on plant and MRP groups. If the strategy group is missing in the material master record system will determine it on the basis of the MRP group.
Three types of availability check in Sales and Distribution:
1) Availability check on the basis of the ATP quantities
2) Availability Check Against Product Allocation
3) Availability check against planing
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