atp_bb_configguide_en_de.doc
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SAP SCM 4.1
November 2004
English
Building Block
Global ATP
SAP AGNeurottstr. 1669190 Walldorf Germany
Building Block Configuration Guide
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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.
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SAP Best Practices Building Block Global ATP: Configuration Guide
Icons
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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.
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EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the
ENTER key.
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<Example text> Variable user entry. Pointed brackets indicate that you replace thesewords and characters with appropriate entries.
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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
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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.
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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.
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.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.
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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
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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.
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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).
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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.
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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.
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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.
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.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.
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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.
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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.
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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.
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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.
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.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.
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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.
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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.
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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.
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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.
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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
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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.
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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.