ATP in R/3

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Overview Contents

ATP-check in SD Requirements and the Availability Check Types of Availability Check in SD Shipping and Transportation Scheduling Rescheduling

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About the Availability Check

ATP Check - Basics

When entering a sales order, confirmation of goods for delivery to the customer at a required delivery date is only possible if the goods are available for all the necessary processing activities, which take place before delivery:

Activities of the shipping department eg planning of freight forwarding, packing and loading Activities of the procurement departement eg production or purchasing

To determine the actual date the material has to be at the plant (material availability date = MBDAT) scheduling is used !

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About Requirements

Requirements and ATP-check in general

Requirements are generated in SD and are a kind of material reservation
A requirement is a set of data, that includes the information, which quantity of which material at which date is required On the basis of that requirement the MRP-(Planning) run is able to react to the situation and if the material is not on stock, to initiate the procurement of that material Therefore requirements are planned outward-movements of stock The requirements are used by the availability check to decide upon the receipts and/or issues-situation whether another sales order is confirmed or not

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Types of Availability check in SD

Types of ATP Checks:

Check on the basis of the ATP quantities Check against planning Check against product allocation

In the customizing of the requirements class its determined whether an availability check is to be carried out against the ATP quantity, against planning or against product allocation.

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Types of Availability check in SD

Check on the basis of the ATP quantities

The ATP quantity (ATP = Available To Promise) is calculated from:   warehouse stock, the planned inward movements of stock (= receipts), such as production orders, purchase orders, planned orders and  the planned outward movements of stock (= issues), such as sales orders, deliveries and reservations.

The types of issues and receipts that are taken into account for ATP, the scope of check can be customized.

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Replenishment Lead Time

Replenishment lead time is the time that is needed to order or produce the requested material. The system determines replenishment lead time according to specific times defined by you in the material master record. Depending on the material type, replenishment lead time can be calculated according to various time periods. In the case of trading goods, for example, it is determined according to the planned delivery time, purchasing processing time, and the goods receipt processing time.

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ATP with Replenishment Lead Time

Availability is only checked up to the end of replenishment lead time. If the material availability date is calculated on the basis of the current date to lie after the replenishment lead time for the item, the item itself can be confirmed despite insufficient stock being available. In this case, the system assumes that any quantity requested by the customer can be procured by the material availability date and considers the goods to be available. Therefore, a binding confirmation can be sent to the customer.

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Types of Availability check in SD

Check against planning

The check against planning is performed against independent requirements which are usually created for an anonymous market rather than being customer-specific The planned independent requirements result from demand planning (PP) and are used for planning expected sales quantities independent from individual sales-orders.

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Types of Availability check in SD

Check against product allocation

Product allocation facilitates period-based distribution of products for certain customers (or customer groups) or regions. This ensures, for example, that when production is low, the first customer does not get the full amount, resulting in following sales orders not being confirmed or being confirmed far too late. Avoid first-come first-serve situations

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Availability Check Against Product Allocation

The planning hierarchies for product allocations are created in logistics controlling. If the correct settings have been made in Customizing the system carries out an availability check against the ATP quantity in SD during order entry. If the availability check determines that the ATP quantity can fully or partially cover the order requirement, then a confirmed quantity is determined as the result of the check. The confirmed quantity is the basis for the availability check against product allocation, which is carried out along with the ATP check. The confirmed quantity from the ATP check is checked against the relevant product allocation. This ensures that the product allocation for this period is not exceeded. Required quantities that cannot be confirmed, because the product allocation for that period is used up, are postponed until the next period.

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Controlling the Availability Check

You control the Availability Check using:

General Control Features
Material Master Requirement Class

SD Specific Control Features

Checking Group Checking Rule Schedule Line Category
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Shipping and transport scheduling

Timing of the Availability Check in Sales and Distribution Processing

When an order is created, the system determines the required material availability date on the basis of the customers requested delivery date. On this date, picking, packing, labelling, and loading the goods are based. Therefore, this is the date of significance for requirements planning on which the availability should be checked

Times to be considered: Working Hours (or calendar) for Shipping Point Pick/pack time Loading time Transit time Lead time for transport planning (optional) Working Hours (or calendar) for Unloading Point

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Shipping and transportation scheduling

The Scheduling is separated into steps:
1. 2. Scheduling at the shipping point (shipping scheduling) Scheduling of the transport (transport scheduling)

To be activated in transaction for sales document type !

It is necessary to maintain calendars for:

1. 2. 3. Shipping Point Route (found via departure zone, countries, conditions, transportgroup, (weight group) Unloading Point

shipping

Without valid calendar no scheduling at this element is possible!

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Shipping and Transportation Scheduling

This data, which you have already entered in the system, means that scheduling can occur automatically. Since scheduling is carried out backwards from the requested delivery date, it is also called backward scheduling. If backward scheduling determines that the preparation for the shipping activities should have been started already to meet the customer's requested delivery date, the system then starts forward scheduling automatically from the current date.

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Shipping and transport scheduling

Shipping and Transportation Scheduling

How it works: Requested del. Date 1. BACKWARD SCHEDULING Material availability date !

Incoming Order

Material Availability

Transport Planing

Loading

Goods issue

Delivery Date

Transit Time Loading Time Pick/pack Time

Lead Time
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Shipping and transportation scheduling

How it works: Requested del. Date 2. FORWARD SCHEDULING
Incoming Order Material Availability NEW MBDAT Transport Planing Loading Goods issue Delivery Date

Material availability date !

Transit Time Loading Time Pick/pack Time

Lead Time
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Rescheduling

Rescheduling
Rescheduling allows the REDISTRIBUTION of already confirmed quantities to other documents Example:

There are two customer orders requiring the same material

on the same date (1 piece).

Right now the order of customer 1 has got the only one
piece in stock left as his order was posted at 10am today. The order of customer 2 is a backorder as when his order was posted at 3pm today there was no piece left anymore to confirm.

But: Customer 2 has a higher delivery priority (more

important customer) and upon running rescheduling with primary sort being on the delivery priority his order will receive the confirmed quantity of 1 piece while the order of customer 1 will loose it.
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Rescheduling

Rescheduling of Sales Documents

Intention Redistribute quantities already confirmed to other sales documents

The program takes the selected documents and unconfirms them all. Then they are rechecked, one after the other, according to the following sorting criteria: Delivery priority (defined at customer level) Sales Document creation date. Sales Document Number Alternatively the flag in V_V2 can be set to consider the delivery date instead of the creation date In 46C the priorities of sorting can be customized to a much finer level! 1. 2. 3. 4.

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APO Global Available To Promise (GATP)

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Overview: Global ATP in SAP R/3 APO APO GATP

 Article structure Customer    ATP request  Global ATP: multi-site, real-time Product availability check (check against ATP) Check against product allocation Check against planning Rules-based, multi-level ATP


40 pieces

Sales orders

Alternative locations Alternative products

Confirmation  Is it possible to deliver the product in the required quantity, and on the required date?
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Integrated with PP/DS (CTP Capable to Promise) High performance (time series) Backorder Processing (BOP)

 

Rules Based ATP

Alternate location Alternate product Same product, alternate location Alternate product, alternate location Produce, original location Produce, alternate location

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Rules Based ATP

You use the ATP rule determination functionality to differentiate between various availability checking options, based on the particular set of conditions (criteria or characteristics) that are associated with a business event. In the example above, while entering a customer order, you discover that not enough stock on hand exists for one of the order items. You have at least four options for fulfilling the order. Option 1: A substitute product from the same location. Option 2: The (original) product from an alternate location. Option 3: A substitute product from an alternate location. Option 4: Produce the product. Moreover, it may be necessary to apply more than one rule that you previously defined. A flexible sequence of rules then delivers the desired result.

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GATP Integration with PP/DS and R/3: CTP

Sales order

Capable-To-Promise (CTP)

R/3

Confirmation

APO
ATP
No ATP Make

SD
Planned orders

ATP request

Planned orders

Production Planning/ Detailed Scheduling

Update time series

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Integration with PP/DS

You can also define that the sales order should trigger production directly if a product is not available. If it triggers an order for in-house production, APO creates a planned order for the desired quantity in PP/DS All of the operations are scheduled on the resources, and the system takes the capacity restrictions into account (available capacity and orders that may have already been scheduled). In addition, component availability can be checked. If the capacities are already exhausted on the desired date, the system uses simultaneous material and capacity requirements planning to find a date on which the planned order can be created. The availability date of the newly-created planned order (end date) is returned to the R/3 sales order and adopted as an internal confirmation date. Using shipment scheduling, the date on which the product reaches the customer is determined in the sales order..
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Multi-Level ATP: Process

Order entry via SAP R/3, SAP CRM, Internet, other systems Transportation & Shipment Scheduling
Inquiry / Sales Order entry Global ATP on Finished Good level Bill of Material explosion Global ATP on Component level

Execution of ATP methods according to check instructions Iterative loop

Execution of ATP methods according to check instructions

Delivery Group

Result explanation with display of constraining item(s)

Delivery Proposal / Order Conf. Planning (dependent on horizon)

Creation of receipt elements (planned orders, purchase requ.)

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Multi-Level ATP: Functionality

 Multi-level BOM explosion  ATP-Check on component level  Rules based ATP on component level and with stock transfer orders  Material allocations on component level (supply commit)  Possibility to exclude components from the check  Capacity check on daily buckets (capacity allocation)  Receipts can be created at a latter point of time with a planning run or immediately if the order is within a certain horizon  Delivery Groups  Presentation of constraining items/characteristics
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