atp_bb_configguide_en_de.doc

26
7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc http://slidepdf.com/reader/full/atpbbconfigguideendedoc 1/26 SAP SCM 4.1 November 2004 English Building Block Global ATP SAP AG Neurottstr. 16 69190 Walldorf Germany Building Block Configuration Guide

Upload: mahadev-reddy-maddy

Post on 14-Apr-2018

225 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 1/26

SAP SCM 4.1

November 2004

English

Building Block

Global ATP

SAP AGNeurottstr. 1669190 Walldorf Germany

Building Block Configuration Guide

Page 2: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 2/26

SAP Best Practices Building Block Global ATP: Configuration Guide

Copyright

© Copyright 2004 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without theexpress permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary softwarecomponents of other software vendors.

Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390,OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli,and Informix are trademarks or registered trademarks of IBM Corporation in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.

Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarksor registered trademarks of Citrix Systems, Inc.

HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide WebConsortium, Massachusetts Institute of Technology.

Java is a registered trademark of Sun Microsystems, Inc.

JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technologyinvented and implemented by Netscape.

MaxDB is a trademark of MySQL AB, Sweden.

SAP, R/3, mySAP, mySAP.com, xApps, xApp, and other SAP products and services mentioned hereinas well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and inseveral other countries all over the world. All other product and service names mentioned are thetrademarks of their respective companies. Data contained in this document serves informationalpurposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and itsaffiliated companies ("SAP Group") for informational purposes only, without representation or warrantyof any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. Theonly warranties for SAP Group products and services are those that are set forth in the expresswarranty statements accompanying such products and services, if any. Nothing herein should beconstrued as constituting an additional warranty.

© SAP AG Page 2 of 26

Page 3: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 3/26

SAP Best Practices Building Block Global ATP: Configuration Guide

Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text  Words or characters that appear on the screen. These include fieldnames, screen titles, pushbuttons as well as menu names, paths andoptions.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names,program names, transaction codes, table names, and individual keywords of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths,messages, source code, names of variables and parameters as well asnames of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the

ENTER key.

Example text Exact user entry. These are words or characters that you enter in thesystem exactly as they appear in the documentation.

 <Example text>  Variable user entry. Pointed brackets indicate that you replace thesewords and characters with appropriate entries.

© SAP AG Page 3 of 26

Page 4: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 4/26

SAP Best Practices Building Block Global ATP: Configuration Guide

Content

1 Purpose.............................................................................................................................. 5

2 Preparation.........................................................................................................................5

.2.1 Prerequisites...............................................................................................................5

.2.2 SAP Notes Building Block Global ATP........................................................................5

.2.3 Uploading the Configuration Role...............................................................................5

3 Configuration Part 1 (before Replication)............................................................................6

.3.1 Configuration for SAP R/3 ..........................................................................................6

3.1.1 Activating the ATP Configuration..........................................................................6

3.1.2 Assigning the Item Category.................................................................................7

4 Configuration Part 2 (after Replication)............................................................................10

.4.1 Configuration in SAP APO for Global ATP................................................................10

4.1.1 Maintaining the Check Mode...............................................................................10

4.1.2 Maintaining Check Instructions...........................................................................11

.4.2 Configuration for Rules-Based ATP Check...............................................................12

4.2.1 Activating Rules-Based ATP Customizing...........................................................12

4.2.2 Maintaining the Rules..........................................................................................18

© SAP AG Page 4 of 26

Page 5: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 5/26

SAP Best Practices Building Block Global ATP: Configuration Guide

1 Purpose

The purpose of this document is to describe the general configuration steps required to

manually set up the configuration within the system landscape that has already been installedusing the corresponding installation or configuration guides for installation.

2 Preparation

.2.1 Prerequisites

Before you start with the installation, make sure that you have successfully set up the relevantsections of the following building block:

• Building block Connectivity

Note that the building block Global ATP is not configured all at once. Youcomplete the configuration of the first part, then you need to set up the buildingblock Replication before you can proceed with the second configuration part of Global ATP . Refer to the scenario installation guide and this configuration guideto carry out all activities in the correct order.

.2.2 SAP Notes Building Block Global ATP

Currently no SAP Note is required for this building block.

.2.3 Uploading the Configuration Role

Use

Before you start with the configuration according to the manual procedures described in thisConfiguration Guide, you need to upload the configuration role and assign it to your user.

SAP Best Practices provides a configuration role for each component involved in thisconfiguration, that is, for SAP APO or SAP R/3. The configuration role is a special user menuthat enables you to comfortably access all transactions required for the configuration from therelevant system. The following roles are available:

Technical name Description

 ATP_01C  Configuration Role for Global ATP (SAP R/3)

 ATP_02C Configuration Role for Global ATP (SAP APO)

Procedure

For details on how to upload configuration roles to the system and how to work with the roles,

refer to the document Essential Information.

© SAP AG Page 5 of 26

Page 6: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 6/26

SAP Best Practices Building Block Global ATP: Configuration Guide

3 Configuration Part 1 (before Replication)

.3.1 Configuration for SAP R/3

You need to complete the following configuration steps before you start the datareplication as described in the building block Replication.

3.1.1 Activating the ATP Configuration

.3.1.1.1 Defining a Business Transaction

Use

In this activity, you define the business transaction for Global ATP.

Procedure

1. To carry out the activity, choose one of the following navigation options:

SAP R/3 RoleMenu

 Activating the ATP Configuration

Transaction Code SPRO

IMG Path SAP Customizing Implementation Guide → Sales and Distribution

→ Basic Functions → Availability Check and Transfer of 

Requirements → Availability Check → Rule-based Availability Check → Define business transaction

2. On the Change view “ATP: Business Transaction”: Overview screen, choose New entries and enter the following data:

Field name User action and values Comment

BT  Enter the business transaction, e.g. ZAPO

Businesstransaction: Text 

Enter the description of the businesstransaction, e.g. ATP: BusinessTransaction

3. Save your entry and go back.

© SAP AG Page 6 of 26

Page 7: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 7/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.3.1.1.2 Assigning a Business Transaction to a Sales Order Type

Use

In this activity, you assign the business transaction for Global ATP to a sales order type.

Procedure

1. To carry out the activity, choose one of the following navigation options:

SAP R/3 RoleMenu

 Assign the business transaction to a Sales Order Type

Transaction Code SPRO

IMG Path SAP Customizing Implementation Guide à Sales and 

Distributionà Basic Functionsà Availability Check and Transfer 

of Requirementsà Availability Check à Rule-based Availability 

Check à Assign business transaction to sales order type

2. In the Change View “Maintain Sales Order Types”: Overview screen, select the table rowthat contains your order type (e.g. OR – Standard order ).

3. Choose Details. The Change View “Maintain Sales Order Types”: Details screen appears.

4. In the Availability check screen area, enter the following data:

Field name User action and values Comment

Businesstransaction

Enter the business transaction, e.g. ZAPO

5. Save your entry and go back.

3.1.2 Assigning the Item Category

Use

In this activity, you define the item categories used for the ATP check in SAP APO.

Depending on the combinations of sales order and item category groups youwant to use for your ATP check, you may have to repeat this step several times.

Procedure

1. To carry out this activity, choose:

SAP R/3 RoleMenu

 Assigning the Item Category 

Transaction Code SPRO

IMG Path SAP Customizing Implementation Guide à Sales and 

Distributionà Salesà Sales Documentsà Sales Document 

Itemà

Assign Item Categories

2. Choose New entries.

© SAP AG Page 7 of 26

Page 8: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 8/26

SAP Best Practices Building Block Global ATP: Configuration Guide

3. The New Entries: Details of Added Entries screen is displayed. In the Customizing tablein this view, make the following entries:

Field name Comment User entries andvalues

Description

SaTy  Sales

documenttype

Enter the sales order 

type you want to use for the ATP check; e.g. OR 

ItCGr  Item categorygroup frommaterialmaster 

Enter the item categorygroup of the material tobe checked; e.g. NORM 

Usg  Item usage  APO1 The item usage indicator controlsthe system reaction when youprocess a sales document item in acertain context.In the sales order, the usage APO1determines the item category of the

initial sourcing main item.

HLevItCa Item categoryof the higher-level item

no entry

DfItC  Default itemcategory

Enter an item categorythat is not relevant for delivery. You can usethe standard itemcategory TAPA . This

item category is used tostore the original

material and quantity inthe sales order 

If the system informs you that the entry already exists, check the field Itemcategory and make sure the value is TAPA .

4. Choose Back.

5. Repeat this step to assign an item category for the positions of the ATP check. ChooseNew entries.

6. In the Customizing table on the New Entries: Details of Added Entries screen, make thefollowing entries:

Field name Comment User entries and values Description

SaTy  Salesdocumenttype

Use the same sales order type as above;e.g. OR 

ItCGr  Itemcategorygroup frommaterialmaster 

Enter the item category group of thematerial to be checked; e.g. NORM

Usg  Item usage  APO2 The usage APO2determines the item

© SAP AG Page 8 of 26

Page 9: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 9/26

SAP Best Practices Building Block Global ATP: Configuration Guide

Field name Comment User entries and values Description

category of the ATPresults from SAP APO.

HLevItCa Item

category of the higher-level item

Enter the default item category from

above, which is not relevant for delivery(e.g. TAPA ).

DfItC  Default itemcategory

Enter the item category you want to usefor your process. The results (e.g.alternative materials or delivery plants) of the ATP-check with SAP APO will havethis item category for further processing;e.g. TAN

7. Save your entries and go back.

8. Go back to the scenario installation guide to proceed with the next configuration activities.

Result

You have completed the configuration steps that you need to carry out before datareplication. Refer to the scenario installation guide to proceed with the next configurationactivities.

© SAP AG Page 9 of 26

Page 10: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 10/26

SAP Best Practices Building Block Global ATP: Configuration Guide

4 Configuration Part 2 (after Replication)

Purpose

The following section describes all configuration activities that you need to carry out after data

replication has taken place.

Prerequisites

You have completed all configuration steps of the Replication building block.

.4.1 Configuration in SAP APO for Global ATP

The following section describes the configuration activities you need to carry out if you want touse basic Global ATP functions.

4.1.1 Maintaining the Check Mode

Use

The check mode corresponds to the requirements type with requirements class in R/3. Therequirements type with requirements class is transferred from SD at runtime. All other applications do not transfer a requirements class. In this case the check mode is read in the APO product master.

Procedure

1. To carry out the activity, choose one of the following navigation options:

SAP APO RoleMenu

Maintaining the Check Mode

Transaction Code SPRO

IMG Path mySAP SCM - Implementation Guide à Advanced Planning and 

Optimizationà Global Available-to-Promiseà General Settings

à Maintain Check Mode

2. Check if the required check modes (e.g. 030, 050, …) were transferred after theintegration model was activated (the ATP Customizing indicator has to be set).

© SAP AG Page 10 of 26

Page 11: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 11/26

SAP Best Practices Building Block Global ATP: Configuration Guide

4.1.2 Maintaining Check Instructions

Use

In this activity, you maintain the check instruction. This is used to determine which basic

methods are to be executed and whether the rules-based availability check is carried out.

Procedure

1. To carry out this activity, choose:

SAP APO RoleMenu

Maintaining Check instructions

Transaction Code SPRO

IMG Path mySAP SCM - Implementation Guide à Advanced Planning and 

Optimization à Global Available-to-Promiseà General Settingsà Maintain Check Instructions

2. In order to define the scope of the check instruction, specify the following values in theMaintain Check Instructions table.

Field name User action and values Comment

Check mode e.g. 030, 050

Bus. event (Business event)

e.g. A (Sales Order), B (Delivery)

ProdCheck  First step

Product Allocation Second step (if product allocation

should be used)

RBA (Rules-based  ATP)

X

Start Immediat.  Availability Check First, ThenRule Evaluation

With this option, thesystem only performs arules-based check if theoriginal requirementcannot be confirmed infull.

Remaining requirements

Create remaining requirementsfor Source Location Product

StartProd. (start 

 production)

Choose Availability check only,

no production 

 ATP Alert act. X

3. Save your entries.

Result

You have completed the settings that enable you to use the basic Global ATP check.

If you do not want to use advanced ATP functions, you can finish the configuration at thispoint .If you want to use a rules-based ATP Check, proceed to the next section to continue theconfiguration.

© SAP AG Page 11 of 26

Page 12: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 12/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2 Configuration for Rules-Based ATP Check

The following section describes the configuration of the specific checking rules that you needto set up if you want to use advanced ATP functions.

4.2.1 Activating Rules-Based ATP Customizing

.4.2.1.1 Maintaining Field Catalog

Use

With this activity, you can add new fields that you use for creating the condition tables.

Procedure

1. To carry out the activity, choose one of the following navigation options:

SAP APO RoleMenu

Maintaining Field Catalog 

Transaction Code SPRO

IMG Path mySAP SCM - Implementation Guide à Advanced Planning and 

Optimizationà Global Available-to-Promise à Rules-Based 

 Availability Check  à Define Condition Table

2. On the Choose Activity screen, select Maintain Field Catalog (Usage "0").

3. Choose Choose and confirm the information prompt.

4. Choose New entries and add the following fields:

Field name User entries and values Comment

Condition field   WERKS Plant

Condition field  KUNNR  Sold-to party

Condition field   AUART Order type

Condition field   MATNR  Product

Condition field   VKORG Sales Organization

Condition field   VTWEG Distribution Channel

5. Choose Save and go back.

© SAP AG Page 12 of 26

Page 13: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 13/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.1.2 Creating Condition Tables

Use

In this activity, you create the condition tables used in the rule-based ATP check.

Procedure

1. To carry out this activity, choose one of the following navigation options:

SAP APO RoleMenu

Creating Condition Tables

Transaction Code SPRO

IMG Path mySAP SCM - Implementation Guide à Advanced Planning and 

Optimizationà Global Available-to-Promise à Rules-Based 

 Availability Check à Define Condition Table

2. On the Choose Activity screen, select Create Condition Table (Usage "0").

3. Choose Choose.

4. On the Create Condition Table (Usage 0 Rules-based) screen, enter the name of thecondition table, e.g. 925.

5. Choose Enter and confirm the warning message if it appears.

6. On the Create Condition Table (Usage 0 Rules-based): field Overview screen, selectPlant by double clicking on the field in the right column of the list (Field Catalog).

7. Choose Generate. If the system warns you that the field is already included in another table, choose Enter to skip. Assign an appropriate package (or choose Local object ).

8. Check the result and go back.

9. Repeat steps 2 to 8 to create the condition table 930, choose Plant and Sold-to party from the field catalog.

10. Repeat steps 2 - 8 to create the condition table 940, choose Order type and Product from

the field catalog.

11. Repeat steps 2 to 8 to create the condition table 901, choose Sales Organization and

Distribution channel from the field catalog.

© SAP AG Page 13 of 26

Page 14: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 14/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.1.3 Maintaining the Access Sequence

Use

In this activity, you determine the access sequences. Using the access sequence, you

determine:• Which condition tables are used to access the condition records

• The sequence of these condition tables

• Which field contents are used as criteria for reading the condition tables.

Procedure

1. To carry out this activity, choose one of the following navigation options:

SAP APO RoleMenu

Maintaining the Access Sequence

Transaction CodeSPRO

IMG Path mySAP SCM - Implementation Guide à Advanced Planning and 

Optimizationà Global Available-to-Promiseà Rules-Based 

 Availability Check à Maintain Access Sequences

2. Choose Continue to confirm the warning message.

3. Choose New entries. On the New Entries: Overview of Added Entries screen, make thefollowing entry:

Field name User action and values Comment

 AcSq Enter the access sequence SCPA 

Short Text  Enter the description, e.g. BestPractice Access Sequence

4. Choose Save. You need to assign a change request for this task.

5. To select the entry, choose the push button to the left of the access sequence, anddouble-click on the Accesses folder in the dialog structure.

6. In the Change View “Accesses”: Overview screen, choose New entries and make thefollowing entries:

AcNo Table

01 925

02 93003 940

04 901

7. Choose Enter and confirm any information messages that appear.

8. Select each of the entries individually and double-click on the Fields folder in the dialogstructure, making sure the fields are properly assigned. Go back to the New entries . Onthe New Entries: Overview of Added Entries screen after each assignment to select thenext entry.

9. Choose Save and go back.

© SAP AG Page 14 of 26

Page 15: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 15/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.1.4 Maintaining the Condition Type

Use

In this step, you maintain the condition type and assign it to an access sequence.Condition types are used for determining rules in the rules-based availability check.

Procedure

1. To carry out this activity, choose:

SAP APO RoleMenu

Maintaining the Condition Type

Transaction Code SPRO

IMG Path mySAP SCM - Implementation Guide →  Advanced Planning and 

Optimization → Global Available-to-Promise (Global ATP) → 

Rules-Based Availability Check  → Maintain Condition Type

2. On the Change View: “Condition Type”: Overview screen, choose New Entries and makethe following entries:

Field name User entries and values Comment

Ctyp Enter the condition type SCP1

Short Text  Enter the description, e.g. Best Practice Type 1

 AcSq Specify the access sequence SCPA 

3. On the same screen, add another entry:

Field name User entries and values Comment

Ctyp Enter the condition type SCP2

Short Text  Enter the description, e.g. BestPractice Type 2

 AcSq Specify the access sequence SCPA 

4. Choose Save and go back.

© SAP AG Page 15 of 26

Page 16: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 16/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.1.5 Maintaining a Rule Strategy

Use

In this step, you maintain the rule strategy. The rule strategy determines the condition types

and defines the sequence in which they are evaluated.

Procedure

1. To carry out this activity, choose:

SAP APO RoleMenu

Maintaining a Rule Strategy 

Transaction Code SPRO

IMG Path MySAP SCM - Implementation Guide →  Advanced Planning and 

Optimization→ Global Available-to-Promise → Rules-Based 

 Availability Check  → Maintain Rule Strategy 

2. On the Change View “Rule Strategies”: Overview screen, choose New Entries and enter the following data:

Field name User entries and values Comment

Strategy  Enter the strategy RS_SCP

Short Text  Enter the short text, e.g. BestPractice Rule Strategy

3. Choose Save.

4. Select the entry and double-click the Control Data directory in the dialog structure.

5. On the Change View “Control Data”: Overview screen, choose New Entries and make thefollowing entries:

Field name User entries and values Comment

Level  Enter the level number  10

Cnt. Enter the counter  0

Ctyp Enter the condition type SCP1

6. On the same screen, add another entry:

Field name User entries and values Comment

Level  Enter the level number  20Cnt. Enter the counter 0

Ctyp Enter the condition type SCP2

7. Choose Save and go back.

© SAP AG Page 16 of 26

Page 17: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 17/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.1.6 Assigning the Rule Strategy

Use

In this activity, you determine the following activation parameters to determine the rulestrategy:

• technical scenario

• business transaction

• action type

Procedure

1. To carry out this activity, choose one of the following navigation options:

SAP APO RoleMenu

 Assigning the Rule Strategy 

Transaction Code SPRO

IMG Path MySAP SCM - Implementation Guide →  Advanced Planning and 

Optimization→ Global Available-to-Promise → Rules-Based 

 Availability Check →  Assign Rule Strategy 

2. On the Change View “Assign Rule Strategy”: Overview screen, choose New Entries andmake the following entries:

Field name User entries and values Comment

Tech. Scenario Enter the scenario AA 

Business trans. Enter the business transaction ZAPO

 Action Type Enter the action type A A stands for „Create“

Strategy   Assign the strategy RS_SCP

Handling of CP  Choose Substitute

3. Choose Save.

4. Choose New Entries once again and make the following entries:

Field name User entries and values Comment

Tech. Scenario Enter the scenario AA 

Business trans. Enter the business transaction ZAPO

 Action Type Enter the action type B B stands for „Change“

Strategy   Assign the strategy RS_SCP

Handling of CP  Choose Substitute

5. Choose Save and go back.

© SAP AG Page 17 of 26

Page 18: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 18/26

SAP Best Practices Building Block Global ATP: Configuration Guide

4.2.2 Maintaining the Rules

.4.2.2.1 Creating Product Substitution Reasons

Use

In this activity, you create the reasons for product substitution (e.g. promotions, non-availability). These reasons are used in the product substitutions rule.

This activity is optional. The product substitution reason only serves informationpurposes.

If you use CRM for the sales order entry, skip this activity.

Procedure1. To access the transaction, choose:

SAP APO Role Menu Loading Product Substitution Reasons

Transaction Code /SAPAPO/RBA04

SAP Menu SAP Menu → Advanced Planning and Optimization → Master 

Data → Rule Maintenance → Integrated Rule Maintenance

2. Choose Profile & Parameter .

3. On the left screen, choose the Product Substitution Reason tab page.

4. Choose Create substitution reason.

5. Create the new substitution reason and maintain it with the following data:

Field name User action and values Comment

Reason Enter a number for thesubstitution reason, e.g.0001

To avoid problems in the R/3 sales order, werecommend that you use the R/3 substitutionreasons

(SAP R/3 Customizing Implementation Guide à 

Sales and Distributionà Basic Functionsà 

Material Determinationà Define SubstitutionReasons)

Description Enter a description for thesubstitution reason, e.g.

 Not available

6. Save your entries.

© SAP AG Page 18 of 26

Page 19: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 19/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.2.2 Creating Product Substitution Rules

Use

In this activity, you create the substitution chains for product substitution.

Run this activity only if you want SAP APO to substitute alternative productsduring the availability check.

Skip this activity if you use CRM for the sales order entry.

Procedure

1. To access the transaction, choose one of the following navigation options:

SAP APO Role Menu Loading Product Substitution Rules

Transaction Code /SAPAPO/RBA04

SAP Menu  Advanced Planning and Optimization → Master Data → Rule

Maintenance → Integrated Rule Maintenance

2. Choose Rules & Substitutions.

3. On the left screen area, choose the Maintain prod. subst. tab page.

4. Choose Create new procedure.

5. Create a new product substitution rule. To maintain the substitution rule, enter thefollowing data on the right screen area:

Field name User action and values Comment

Substitution rule Enter a name for the substitution rule,e.g. SCP01

Type 0 This entry allows tomaintain a serialsubstitution sequence

Product procedure text  Enter a short text for the substitution rule

Product  Enter the products of your substitutionrule

Reason Enter a reason for the substitution You can select the

reasons maintainedin the section above

Selection end  Do not select this checkbox

6. Maintain more products by choosing Enter new Substitution if the product substitution listcontains further products.

7. Save your entries.

© SAP AG Page 19 of 26

Page 20: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 20/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.2.3 Creating Calculation Profiles

Use

If you want to use delays or early confirmations, you can create them in this activity.

Run this activity only if you want to define conditions that determine when a rules-based availability check is successfully executed.

Procedure

1. To access the transaction, choose one of the following navigation options:

SAP APO Role Menu Loading Calculation Profiles

Transaction Code /SAPAPO/RBA04

SAP Menu  Advanced Planning and Optimization → Master Data → RuleMaintenance → Integrated Rule Maintenance

2. Choose Profile & Parameter .

3. On the left screen area, choose the Maintain calculat. profile tab page.

4. Choose Create calculation profile.

5. Create a new calculation profile. To maintain the calculation profile, enter the followingdata:

Field name User action and values Comment

Calculation Enter a name for the calculation profile, e.g.

SCP_D1

Calculation text  Enter a description for the calculation profile,e.g. 1 day delay

 Allowed delay  Enter the number of days delay that areallowed for a product/location substitution, e.g.1

Max. no. of partial deliveries

Enter the number of deliveries that areallowed, e.g. 0

0 means that anunlimited number of deliveries is allowed

Overdelivery  Enter the allowed percentage for overdeliveries, e.g. 0

6. Save your entries.

© SAP AG Page 20 of 26

Page 21: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 21/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.2.4 Defining Activities

Use

In this step, you define the settings for activities that are to be initiated if an ATP check has

failed (e.g. only check, production demand).

Perform this activity only if you want to maintain a number of activities that arecarried out if a determination is executed during the availability check.

Procedure

1. To access the transaction, choose one of the following navigation options:

SAP APO Role Menu Defining Activities

Transaction Code /SAPAPO/RBA04

SAP Menu  Advanced Planning and Optimizationà Master Dataà Rule

Maintenance à Integrated Rule Maintenance

2. Choose Profile & Parameter .

3. On the left screen area, choose the Location deter. activity tab page.

4. Choose Create new activity .

5. Create a new location determination activity. To maintain the activity, enter the followingdata:

Field name User action and values Comment

 Activity  Enter a name for the locationdetermination activity, e.g. 0001

Description Enter a description for the locationdetermination activity, e.g. Checkavailability only

Start production Select Availability check only,no production

6. Save your entries.

© SAP AG Page 21 of 26

Page 22: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 22/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.2.5 Defining the Rules Control

Use

Using the rule control you can define the strategy. For example, the rule control determines

whether the system checks the same product in different locations, or it checks a substitutionproduct, first.

Procedure

1. To access the transaction, choose one of the following navigation options:

SAP APO Role Menu Defining the Rules Control 

Transaction Code /SAPAPO/RBA04

SAP Menu  Advanced Planning and Optimizationà Master Dataà Rule

Maintenance à Integrated Rule Maintenance

2. Choose Profile & parameter .

3. On the left screen area, choose the Maintain rule control tab page.

4. Choose Create a new rule control .

5. Create a new rule control. To maintain the rule control, enter the following data:

Field name User action and values Comment

Control  Enter a name for the rule control, e.g. SCP1

Description Enter a description for the rule control, e.g. BPProduct / Location Substitution

Product  Enter an access strategy for the product

substitution list, e.g. start from top oflist

Location Enter an access strategy for the locationsubstitution list, e.g. start from top oflist

Loc. Product  Enter an access strategy for the locationproduct substitution list, e.g. start from topof list

Combine qualified  product with all locations

Choose the radio button Select this optionif you want tocombine the

qualified productswith all locations

Combine qualified location with all  products

Choose the radio button Select this optionif you want tocombine thequalified locationswith all products

6. Save your entries.

© SAP AG Page 22 of 26

Page 23: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 23/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.2.6 Defining the Location Determination Procedure

Use

For the location determination procedure, you define a list of locations. During the availabilitycheck, SAP APO takes all listed locations into account. If the requirement cannot be fulfilled in

the original location, it is substituted by one of the alternative locations.

 

Carry out this activity only if you want SAP APO to substitute alternative locationsduring the availability check.

You must, however, perform this step if you use SAP CRM for the sales order entry.

SAP CRM needs a location determination procedure of the type 3. In the locationlist, it must only contain the location where the available check from SAP CRMhas to take place.

Procedure1. To access the transaction, choose one of the following navigation options:

SAP APO Role Menu Defining the Location Determination Procedure

Transaction Code /SAPAPO/RBA04

SAP Menu  Advanced Planning and Optimizationà Master Dataà Rule

Maintenance à Integrated Rule Maintenance

2. Choose Rules & substitutions.

3. On the left screen area, choose the Maintain location deter. tab page.

4. Choose Create new procedure.

5. Create a new location determination procedure. To maintain the procedure, enter thefollowing data on the right screen area:

Field name User action and values Comment

Determination Enter a name for the location determination procedure,e.g. SCP_DC_01

Type Enter  0, if you want to maintain a substitution chain

Enter  3, if you trigger the ATP check by SAP CRM

Location procedure text 

Enter a short text for the location determination, e.g. BPLocation Deter. Procedure

Location Enter the location for the ATP check

 Activity  Enter an activity defining how the location is checked

6. Choose Enter and make the following entries in the right screen area:

Field name User action and values Comment

Location Enter the location for the ATP check

 Activity  Enter an activity defining how the location is checked

7. Choose New substitutions to maintain all additional locations you want to be checked inthe location determination procedure.

8. Save your entries.

© SAP AG Page 23 of 26

Page 24: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 24/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.2.7 Defining a Single Location Product SubstitutionRule

Use

You can define a single location product substitution if you want to replace specialcombinations of location and product by alternative combinations. In this transaction, youmaintain the original combination with its substitution.

Carry out this activity only if you want SAP APO to substitute combinations of products and locations with different combinations during the availability check.

Skip this activity if you use SAP CRM for the sales order entry.

Procedure

1. To access the transaction, choose:

SAP APO Role Menu Defining a Single Location Product Substitution Rule

Transaction Code /SAPAPO/RBA04

SAP Menu  Advanced Planning and Optimizationà Master Dataà Rule

Maintenance à Integrated Rule Maintenance

2. Choose Rules & substitutions.

3. On the left screen area, choose the Single location product substitution tab page.

4. Choose Create new procedure.

5. Create a new location product substitution procedure. To maintain the procedure, enter the following data on the right screen area:

Field name User action and values Comment

Procedure Enter a name for the location product substitution, e.g. SINGLE

Description Enter a long text for the location product substitution

6. Choose Enter and enter the following values in the right screen area:

Field name User action and values Comment

Location Enter a location of the product/locationcombination to be substituted

Product  Enter a product of the product/locationcombination to be substituted

Substitutelocation

Enter a substitute location for theproduct/location combination

Substitute product 

Enter a substitute product for theproduct/location combination

 Activity  Enter an activity for the product/locationsubstitution

Select one of the activities youhave defined above

Valid from / valid to

Enter the validity of the substitution

© SAP AG Page 24 of 26

Page 25: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 25/26

SAP Best Practices Building Block Global ATP: Configuration Guide

If you want to maintain further location/product substitutions, choose Enter new substitution to add a new combination of location and product and thecorresponding substitute location and substitute product.

7. Save your entries.

.4.2.2.8 Maintaining Rules

Use

The rule combines the possibility of location and product substitution with the rule controlstrategy.

Procedure

1. To access the transaction, choose one of the following navigation options:

SAP APO Role Menu Maintaining Rules

Transaction Code /SAPAPO/RBA04

SAP Menu  Advanced Planning and Optimizationà Master DataàRule

Maintenance à Integrated Rule Maintenance

2. On the left screen area, choose the Maintain rule tab page.

3. Choose Create new rule. To maintain the rule, enter the following data:

Field name User action and values Comment

Rule Enter a name for the rule, e.g. BP_01

Description Enter a description for the rule, e.g.BP Prod. / Location Subst.Rule

Rule type Inclusive

Product substitution procedure

Enter a product substitutionprocedure you have maintainedabove, e.g. SCP01

Optional,you can find this entry on thetab page Product locationsubstitution

Locationdetermination

 procedure

Enter a location determinationprocedure you have maintained

above, e.g. SCP_DC_01

Optional,you can find this entry on the

tab page Product locationsubstitution

Rule control  Enter a rule control you havemaintained above, e.g. SCP3

Calculation profile Enter a calculation profile you havemaintained above, e.g. SCP_D1

4. Save your entries.

© SAP AG Page 25 of 26

Page 26: ATP_BB_ConfigGuide_EN_DE.doc

7/30/2019 ATP_BB_ConfigGuide_EN_DE.doc

http://slidepdf.com/reader/full/atpbbconfigguideendedoc 26/26

SAP Best Practices Building Block Global ATP: Configuration Guide

.4.2.2.9 Creating the Rule Determination

Use

The purpose of this activity is to load the condition records.

If you use SAP CRM for sales order entry, you have to maintain the ruledetermination for the key combination of distribution channel and salesorganization.

Procedure

1. To access the transaction, choose one of the following navigation options:

SAP APO Role Menu Creating the Rule Determination

Transaction Code /SAPCND/AO11

SAP Menu  Advanced Planning and Optimization

Master  Data à Rule Maintenance à Create Rule Determination

2. Enter condition type SCP1 and choose Key combination

3. In the Selection dialog box, select a key combination:

− Plant , if you want the rule to be determined via the plant only.

− Plant/Sold-to pt , if you want the rule to be determined via the plant and the customer.

− Order type/Product , if you want the rule to be determined via the order type and the

product.

− Sales org./Distr. Chl , if you want the rule to be determined via the distribution channel

and the sales organization (you need this combination if you trigger the ATP checkvia SAP CRM).

4. On the Create condition type SCP1: Fast Entry screen, enter the required fields for thekey combination and the validity period for the rule determination. Enter a rule youdefined above, e.g. BP_01.

The required fields for the key combination depend on the chosen selection in theprevious step.

5. Save your entries.

If you want the rule to be determined via the order type “OR”, make an additionalentry for order type “TA”.

Result

You have completed all of the configuration settings that are required for the global rules-based ATP check.