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SAP ERP 6.0 EhP4

June 2011

June 2011

English

Global Available-to-Promise with Check

against ProductAllocation

SAP AGDietmar-Hopp-Allee 16610 !all"or#

$usiness Pro%ess Do%umentation

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German&

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SAP Best Practices Glo*al A+P ,ith he% against Pro"u%t Allo%ation /S61 $PD

Copyright

' 2011 SAP AG. All rights resere".

3o part o# this pu*li%ation ma& *e repro"u%e" or transmitte" in an& #orm or #or an& purpose ,ithout the epresspermission o# SAP AG. +he in#ormation %ontaine" herein ma& *e %hange" ,ithout prior noti%e.

Some so#t,are pro"u%ts marete" *& SAP AG an" its "istri*utors %ontain proprietar& so#t,are %omponents o#other so#t,are en"ors.

5i%roso#t !in"o,s E%el 7utloo an" Po,erPoint are registere" tra"emars o# 5i%roso#t orporation.

8$5 D$2 D$2 9niersal Data*ase S&stem i S&stem i: S&stem p S&stem p: S&stem S&stem ; S&stem;10 S&stem ; ;10 ; iSeries pSeries Series ;Series eSerer ;<=5 ;<7S i:<7S S<(0 7S<(07S<400 AS<400 S<(0 Parallel Enterprise Serer Po,er=5 Po,er Ar%hite%ture P7!ER6> P7!ER6P7!ER:> P7!ER: P7!ER 7penPo,er Po,erP $at%hPipes $la"eenter S&stem Storage GP?SHA5P RE+A83 D$2 onne%t RA? Re"*oos 7S<2 Parallel S&sple 5=S<ESA A8@ 8ntelligent 5iner!e*Sphere 3et#init& +ioli an" 8n#ormi are tra"emars or registere" tra"emars o# 8$5 orporation.

inu is the registere" tra"emar o# inus +oral"s in the 9.S. an" other %ountries.

A"o*e the A"o*e logo A%ro*at PostS%ript an" Rea"er are either tra"emars or registere" tra"emars o# A"o*e S&stems 8n%orporate" in the 9nite" States an"<or other %ountries.

7ra%le is a registere" tra"emar o# 7ra%le orporation.

938@ @<7pen 7S?<1 an" 5oti# are registere" tra"emars o# the 7pen Group.

itri 8A Program 3eigh*orhoo" 5eta?rame !in?rame =i"eo?rame an" 5ulti!in are tra"emars orregistere" tra"emars o# itri S&stems 8n%.

H+5 @5 @H+5 an" !( are tra"emars or registere" tra"emars o# !(B !orl" !i"e !e*onsortium 5assa%husetts 8nstitute o# +e%hnolog&.

Jaa is a registere" tra"emar o# Sun 5i%ros&stems 8n%.

JaaS%ript is a registere" tra"emar o# Sun 5i%ros&stems 8n%. use" un"er li%ense #or te%hnolog& inente" an"implemente" *& 3ets%ape.

SAP R<( SAP 3et!eaer Duet PartnerE"ge $&Design SAP $usiness7*Ce%ts Eplorer Stream!or an"other SAP pro"u%ts an" seri%es mentione" herein as ,ell as their respe%tie logos are tra"emars orregistere" tra"emars o# SAP AG in German& an" other %ountries.

$usiness 7*Ce%ts an" the $usiness 7*Ce%ts logo $usiness7*Ce%ts r&stal Reports r&stal De%isions !e*8ntelligen%e @%elsius an" other $usiness 7*Ce%ts pro"u%ts an" seri%es mentione" herein as ,ell as theirrespe%tie logos are tra"emars or registere" tra"emars o# $usiness 7*Ce%ts So#t,are t". $usiness 7*Ce%tsis an SAP %ompan&.

S&*ase an" A"aptie Serer iAn&,here S&*ase (6: S An&,here an" other S&*ase pro"u%ts an" seri%esmentione" herein as ,ell as their respe%tie logos are tra"emars or registere" tra"emars o# S&*ase 8n%.S&*ase is an SAP %ompan&.

All other pro"u%t an" seri%e names mentione" are the tra"emars o# their respe%tie %ompanies. Data

%ontaine" in this "o%ument seres in#ormational purposes onl&. 3ational pro"u%t spe%i#i%ations ma& ar&.

+hese materials are su*Ce%t to %hange ,ithout noti%e. +hese materials are proi"e" *& SAP AG an" its a##iliate"%ompanies /SAP Group #or in#ormational purposes onl& ,ithout representation or ,arrant& o# an& in" an"SAP Group shall not *e lia*le #or errors or omissions ,ith respe%t to the materials. +he onl& ,arranties #or SAPGroup pro"u%ts an" seri%es are those that are set #orth in the epress ,arrant& statements a%%ompan&ingsu%h pro"u%ts an" seri%es i# an&. 3othing herein shoul" *e %onstrue" as %onstituting an a""itional ,arrant&.

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Icons

Icon Meaning

aution

Eample

3ote

Re%ommen"ation

S&nta

Eternal Pro%ess

$usiness Pro%ess Alternatie<De%ision hoi%e

Typographic Conventions

Type Style escription

Example text !or"s or %hara%ters that appear on the s%reen. +hese in%lu"e ?iel"3ames s%reen titles push*uttons as ,ell as 5enu names paths an"

options.

ross-re#eren%es to other "o%umentation.

Eample tet Emphasi;e" ,or"s or phrases in *o"& tet titles o# graphi%s an" ta*les.

E@A5PE +E@+ 3ames o# elements in the s&stem. +hese in%lu"e report namesprogram names +ransa%tion o"es ta*le names an" in"ii"ual e&,or"s o# a programming language ,hen surroun"e" *& *o"& tet #oreample SEE+ an" 839DE.

Example text S%reen output. +his in%lu"es #ile an" "ire%tor& names an" their pathsmessages sour%e %o"e names o# aria*les an" parameters as ,ell asnames o# installation upgra"e an" "ata*ase tools.

EXAMPLE TEXT Fe&s on the e&*oar" #or eample #un%tion e&s /su%h as F2 or the

ENTER e&.

Example text Ea%t user entr&. +hese are ,or"s or %hara%ters that &ou enter in thes&stem ea%tl& as the& appear in the "o%umentation.

<Example text> =aria*le user entr&. Pointe" *ra%ets in"i%ate that &ou repla%e these,or"s an" %hara%ters ,ith appropriate entries.

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Contents

1 Purpose............................................................................................................................................ 6

2 Prereuisites.....................................................................................................................................6

2.1 5aster Data an" 7rgani;ational Data........................................................................................ 6

2.2 $usiness on"itions ..................................................................................................................

( Pro%ess 7erie, +a*le...................................................................................................................

4 Glo*al Aaila*le-to-Promise /Glo*al A+P ,ith he% against Pro"u%t Allo%ation...............10

4.1 Preparation...............................................................................................................................10

4.2 De#ining uotation per ustomer<Sales 7rgani;ation per Perio"............................................12

4.( op& Pro"u%t Allo%ation Data #rom Planning Area to Pro"u%t Allo%ation Group.................... ..1:

4.4 uotation Entr& ,ith he% against Pro"u%t Allo%ation uantit& ............................................16

4.: Sales uotation ReCe%tion /optional........................................................................................14.6 Sales 7r"er Entr& ,ith he% against Pro"u%t Allo%ation uantit& .........................................20

4.) Displa&ing Pro"u%t Allo%ations................................................................................................. 2(

4. +rans#er Pro"u%t Allo%ation Data #rom Pro"u%t Allo%ation Group to Planning Area ............ ....24

4. he%ing ?ree Allo%ation uantities in the Planning Area.......................................................26

4.10 Delier& Pro%essing................................................................................................................26

: ?ollo,-9p Pro%ess Sales 7r"er Pro%essing /10 /optional.........................................................2

6 $a%or"er Pro%essing .................................................................................................................... 2

6.1 reating $a%or"ers /SAP E............................................................................................ .2

6.2 A"apt Planning Data................................................................................................................ (0

6.( he%ing the $a%or"er Pro%essing !orlist /SAP S5 /optional................................... ....(1

6.4 $at%h $a%or"er Pro%essing /SAP S5.................................................................................(1

6.: he%ing the Results in SAP E A#ter $at%h $a%or"er Pro%essing............................... .....(2

6.6 8ntera%tie $a%or"er Pro%essing /SAP S5......................................................................... ((

6.) he%ing the Results in SAP E a#ter 8ntera%tie $a%or"er Pro%essing............................ .(4

) Appen"i......................................................................................................................................... (:

).1 Reersal o# Pro%ess Steps.......................................................................................................(:

).2 SAP ERP Reports.................................................................................................................... (6

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Global Available-to-Promise !Global ATP" withCheck against Product Allocation

# Purpose+his s%enario supports the pro"u%t allo%ation in a *usiness enironment ,ith preailing short suppl&%on"itions.

Iou "e#ine pro"u%t uantities aaila*le per %ustomer an"<or sales organi;ation.

During the A+P %he% at sales or"er entr& an" uotation entr& the s&stem also %he%s ,hether theor"ere" uantit& is %oere" *& the allo%ate" uantit&.

+his "o%ument is inten"e" #or en" users su%h as "istri*ution planners in a %ompan& /,oring *oth inSAP E an" SAP S5 an" proi"es "etaile" "es%riptions o# ho, to %arr& out the *usinesspro%ess steps %omprise" in this s%enario.

$e#ore &ou %an start testing the *usiness pro%esses a%%or"ing to this "o%ument the installation o#this s%enario at the %ustomers site must hae *een %omplete" in the s&stem enironment ,here &ouare going to test or use it.

$ Prere%uisites

$&# Master ata and 'rgani(ational ata

e)ault *alues

Essential master an" organi;ational "ata ,as %reate" in &our SAP ERP s&stem in theimplementation phase su%h as the "ata that re#le%ts the organi;ational stru%ture o# &our %ompan&

an" master "ata that suits its operational #o%us #or eample master "ata #or materials en"ors an"%ustomers.

+he *usiness pro%ess is ena*le" ,ith this organi;ation-spe%i#i% master "ata. Eamples are proi"e"in the net se%tion.

Additional e)ault *alues

Iou %an test the s%enario ,ith other SAP $est Pra%ti%es *aseline s%enario "e#aultalues that hae the same %hara%teristi%s.

he% &our SAP E s&stem to #in" out ,hi%h other material master "ata eists.

+sing ,our 'wn Master ata

Iou %an also use %ustomi;e" alues #or an& material or organi;ational "ata #or ,hi%h&ou hae %reate" master "ata. ?or more in#ormation on ho, to %reate master "ata seethe 5aster Data Pro%e"ures "o%umentation.

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9se the #ollo,ing master "ata in the pro%ess steps "es%ri*e" in this "o%ument

Master 'rg&ata

*alue Master 'rg& ataetails

Comments

5aterial S5-H(1 +ra"ing Goo" #or Reg.+ra"ing /5RP planning

no Serial no&. no batch

See se%tions Business Conditions an" Preliminary Steps.

5aterial S5-?( ?inishe" Goo" 5+S #orPro%ess 8n"ustr& /PDplanning

no Serial no&. with batch!/0p& ate"

7nl& use i# &ou hae a%tiate" the*uil"ing *lo% Batch Management(117).


5aterial S5-?(26 ?inishe" Goo" 5+S #orDis%rete 8n"ustr& /PDplanning

with Serial no&. with wobatch !1I1' strategy"

7nl& use i# &ou hae a%tiate" the*uil"ing *lo% Serial NumberManagement (1!).


Sol"-to part& 100000 Domesti% ustomer 00 Iou %an test the s%enario usinganother "omesti% %ustomer.

Sales 7rgani;ation 1000

Ship-to part& 100000 Domesti% ustomer 00

Pa&er 100000 Domesti% ustomer 00









Sol"-to part& 10000( Domesti% ustomer 0( Iou %an test the s%enario usinganother "omesti% %ustomer.


Ship-to part& 10000( Domesti% ustomer 0(

Pa&er 10000( Domesti% ustomer 0(




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Master 'rg&ata

*alue Master 'rg& ataetails

Comments




ustomer ,ithout name" pro"u%tallo%ation. +his %ustomer %he%sagainst %olle%tie allo%ation.



Sol"-to part& 10000: Domesti% ustomer 0: Iou %an test the s%enario usinganother "omesti% %ustomer.


Ship-to part& 10000: Domesti% ustomer 0:Pa&er 10000: Domesti% ustomer 0:

Plant K1000/K1100

Storage o%ation 10(0<1040

/11(0< 1140

lean !5 < ,<o lean !5

Shipping Point K1000/K1100

Salesorgani;ation

K1000/K1100

Distri*ution%hannel

K10

Diision K10

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$&$ 2usiness Conditions

+he *usiness pro%ess "es%ri*e" in this $usiness Pro%ess Do%umentation is part o# a larger %hain o#integrate" *usiness pro%esses or s%enarios. As a result &ou must hae %omplete" the #ollo,ingpro%esses an" #ul#ille" the #ollo,ing *usiness %on"itions *e#ore &ou %an start an& a%tiities in this

s%enario2usiness Condition Scenario

Iou hae %omplete" all steps "es%ri*e" in the$usiness Pro%ess Do%umentation Prere"uisiteProcess Steps /1:4. +hese pro%ess steps in%lu"e thestep Roll 55 Perio" to urrent Perio". Per#orm thisa%tiit& i# the 55 perio" in the s&stem is not set to the%urrent perio". 9suall& this a%tiit& has to *e "oneon%e a month.

Prereuisite Pro%ess Steps /1:4

3 Process 'verview Table

Process Step 2usinessCondition

2usiness 4ole TransactionCode

/0pected4esults

e)ine ProductAllocation5uantity

Planne" sales"ata #rom sales"epartment

Sales A"ministrator

<SAPAP7<SDP4

Copy ProductAllocation5uantity

Sales A"ministrator

Sales 5uotation/ntry

!ritten reuest#rom %ustomer#or uotation

Sales A"ministrator

=A21 uotation %reate"

Sales 5uotation4e6ection

ustomer reCe%tsthe uotation

Sales A"ministrator

=A22 uotation reCe%te"

Sales 'rder/ntry

ustomerreuest #ormaterial

Sales A"ministrator

=A01 Sales or"er%reate"

isplay ProductAllocations

8"enti#& shortagesituations

Sales A"ministrator

<SAPAP7<A42

Copy product

allocation datato planningarea

eliveryCreation

!arehouseler

=10 Delier& is%reate". +he!arehouse+rans#er 7r"er is%reate".

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Process Step 2usinessCondition

2usiness 4ole TransactionCode

/0pected4esults

Creating2ackorders

Sales A"ministrator

=A01 $a%or"ers%reate"

Adapt Planning

data

Sales

A"ministrator

<SAPAP7<SDP4

Check 2ackorderProcessing7orklist

Sales A"ministrator

<SAPAP7<$7PL!7RF8S+

2atch 2ackorderProcessing

<SAPAP7<$7P

Check the4esults in SAP/CC

Sales A"ministrator

=A0(

Interactive2ackorderProcessing

Sales A"ministrator

<SAPAP7<$7P83

Check the4esults in SAP/CC

Sales A"ministrator

=A0(

8 Global Available-to-Promise !Global ATP" withCheck against Product Allocation

+he Aaila*le-to-Promise /A+P %he% /also no,n as the aaila*ilit& %he% is an online sear%h that

supports a %ompan& in the or"er #ul#illment pro%ess that is in proi"ing a reueste" pro"u%t at thereueste" time in the "esire" uantit&. +he A+P %he% %an use *asi% metho"s su%h as the pro"u%taaila*ilit& %he% or pro"u%t allo%ation to "etermine i# a %ustomer reuirement %an *e %on#irme".+he pro"u%t aaila*ilit& %he% sear%hes #or the aaila*le uantit& o# a pro"u%t ,hen the sales or"eris %reate".

9sing a"an%e" metho"s su%h as rules-*ase" A+P allo,s &ou to eten" the sear%h #or a pro"u%ta%ross "i##erent lo%ations o# &our %ompan& an" to #in" an alternatie pro"u%t i# the reueste" pro"u%tis not aaila*le. 8n s%enario #lobal $%ailable&to&Promise (global $'P) ith Product $llocation /S61a"an%e" metho"s are not use". 7nl& the *asi% metho" pro"u%t aaila*ilit& %he% is use".

8&# Preparation

+se+o present or "emonstrate the pro"u%t aaila*ilit& %he% an" allo%ation #un%tions &ou shoul" ensurethat the sto% situation o# tra"ing<#inishe" goo"s in SAP E at the time o# the sales or"er entr&re#le%ts the #un%tion &ou ,ish to "emonstrate. +o sho, the pro"u%t aaila*ilit& an" allo%ation#un%tions ,e re%ommen" that &ou %he% or mo"i#& the aaila*le sto% in the SAP E s&stem*e#ore &ou %reate the sales or"er in SAP E. A possi*le sto% situation %oul" *e

Product 9ocation Stock +nit

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S5-H(1 1000 :00 P

?irst &ou ,ill %he% the initial sto% situation an" in%rease the sto% i# ne%essar&.

Procedure

1. A%%ess the transa%tion using one o# the #ollo,ing naigation options

SAP /CC Menu ogistics→ Material Management → *n%entory Management →

En%ironment→ Stoc+ → $%ailability ,%er%ie

Transaction Code 70

2. 7n the $%ailability ,%er%ie- *nitial Screen mae the #ollo,ing entries

1ield :ame +ser Action and *alues Comment

Material S5-H(1

Plant 1000

Chec+ing .ule A

(. hoose Enter .

!hen ee%uting the %he% &ou automati%all& s,it%h to the SAP S5 s&stem.

4. 7n the net s%reen/ chec+ the actual stoc+ situation0 a%e a loo+ in section 'otal 2isplay(ocation) 8# the uantit& in .eceipts minus uantit& in .e"mts is less than :00 %ontinue ,ithstep 6. 7ther,ise go to the net %hapter.

:. hoose Bac+ .

6. A%%ess the transa%tion %hoosing one o# the #ollo,ing naigation options

SAP /CC Menu ogistics→ Materials Management → *n%entory Management → #oods

Mo%ement→ #oods Mo%ement (M*#,)

Transaction Code 58G7

). 5ae the #ollo,ing entries on the 58G7 oerie, s%reen


Business'ransaction A01 M Goo"s Re%eipt

Business'ransaction

R10 M 7ther

Mo%ement 'ype :61 :61 M Re%eipt per initial entr& o# sto%*alan%es into unr.-use

. hoose Enter .

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. 7n the #oods .eceipt ,ther screen- Material ta* mae the #ollo,ing entr& an" %hoose Enter


Material S5-H(1

10. 7n the #oods .eceipt ,ther screen- 3uantity ta* mae the #ollo,ing entr& an" %hoose Enter


3ty in 4nit o5 Entry :00 7r the "i##eren%e *et,een aaila*lesto% an" :00

11. 7n the #oods .eceipt ,ther screen- 6here ta* mae the #ollo,ing entries an" %hoose Enter


Plant #or eample 1000

Storage ocation #or eample 1030 lean !5 < ,<o lean !5

12. 7n the #oods .eceipt ,ther screen- Batch ta* mae the #ollo,ing entr& an" %hoose Enter


2ate o5manu5acture

Enter the %urrent "ate or a"ate in the past

7nl& releant #or material S5-?(

1(. 7n the #oods .eceipt ,ther screen- Serial Numbers ta* mae the #ollo,ing entr& an" %hooseEnter


reate Serial 3os Automati%all&

Set #lag 7nl& releant #or material S5-?(26

14. hoose Enter .

1:. Sae &our entries.

4esult

Iou hae %reate" sto%s #or the pro"u%ts an" &ou %an test the aaila*ilit& %he% #un%tions.

8&$ e)ining 5uotation per CustomerSales 'rgani(ationper Period

+se

8n this a%tiit& the mareting "epartment "e#ines perio"i%all& the uotation o# short suppl& pro"u%tsper %ustomer %ountr& or region.

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Procedure


SAP SCM Menu $d%anced Planning and ,ptimiation→ 2emand Planning

→ Planning→ *nteracti%e 2emand Planning

Transaction Code <SAPAP7<SDP4

2. 7n the Planning Boo+8 2ata 9ie se%tion/ %hoose the "ata ie, :$P$;29 in the planning*oo :$P$0

(. 7n the Selection Pro5ile se%tion "ou*le-%li% Selection Pro5ile.

4. 7n the Maintain Selection Pro5iles 5or 4sers s%reen mar the sele%tion P.,24C' $,C$'*,N P.,24C'S in the right se%tion Selection an" "rag it to &our user in the le#tse%tion Selection.

:. hoose Sa%e an" $dopt to sae the sele%tion assignment to &our user.

6. Sele%t the sele%tion P.,24C' $,C$'*,N P.,24C'S in the Selection pro5ile se%tion.

). 7n the Selected ,b<ects se%tion %hoose Product SCM&=10

. hoose eader ,n8,55 i# the hea"er menu *ar is not "ispla&e" in the right s%reen area.

. hoose Settings→ eader *n5ormation0

10. 8n the Set eader *n5ormation s%reen in the #irst ro, %hoose Sales ,rganiation0

11. 8n the Set eader *n5ormation s%reen in the se%on" ro, %hoose $P, 2estination ocation0

12. hoose $dopt .

1(. 8n the eader *n5ormation se%tion in the Sales ,rganiation area/ %li% on 'otal/ an" %hoose2etails (all)0

14. Iou no, %an enter aaila*le allo%ation uantit& per %ustomer an" &ou %an also enter an

allo%ation uantit& #or ,il"%ar" %ustomers /%ustomers ,ithout a maintaine" %hara%teristi%%om*ination. Enter the allo%ation uantit& in the e& #igure Ne $llocation. Iou %an use the#ollo,ing eample alues

Current period;

1ield :ame +ser Actionand *alues

Comment

'otal 3o alue

>>>> #or eample 500

Allo%ation uantit& #or ,il"%ar" %ustomers /Sales7rgani;ation ,ithout a maintaine" %hara%teristi%%om*ination

1??? 100 Allo%ation t& #or Sales Organization 1000 incurrent period

11?? 1:0 Allo%ation t& #or Sales 7rgani;ation 1100 in %urrentperio"

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Current period < #;

1ield:ame

+ser Actionand *alues

Comment

'otal 3o alue

>>>> #or eample 510


1??? 110 Allo%ation t& #or Sales 7rgani;ation 1000 in %urrent perio">1

11?? 1:: Allo%ation t& #or Sales 7rgani;ation 1100 in %urrent perio">1

Current period < $;

1ield:ame

+ser Actionand *alues

Comment

'otal 3o alue

>>>> #or eample 530


1??? 140 Allo%ation t& #or Sales 7rgani;ation 1000 in %urrent perio">2

11?? 1)0 Allo%ation t& #or Sales 7rgani;ation 1100 in %urrent perio">2

1:. hoose Enter0 +he maintained allocation is %opie" to the e& #igure $cti%e $llocation0

16. hoose Sa%e0

1). 8n the eader *n5ormation se%tion in the Sales ,rganiation area/ %li% on 'otal an" %hoose aspe%i#i% Sales ,rganiation /#or eample 10000

1. 8n the eader *n5ormation se%tion in the $P, 2estination ocation area/ sele%t a spe%i#i%%ustomer #or eample 0000100000. 3o, &ou %an enter the allo%ation uantit& #or the sele%te"%ustomer /#or eample 0000100000 on sales organi;ation 1000.

1. 3o, &ou %an %hange the allo%ation assignment o# the sele%te" sales organi;ations *et,een the%ustomers. Iou %an use the #ollo,ing eample alues

Current period;

1ield :ame +ser Action

and *alues

Comment

'otal 3o alue

????1???? ?

#or eample 3

/total 20

Allo%ation t& #or %ustomer 100000 in sales organi;ation1000 in %urrent perio". Adding to totalRemaining Allocation.

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Current period < #;


Comment

'otal 3o alue

????1????

?

#or eample 6

/total 2:

Allo%ation t& #or %ustomer 100000 in sales organi;ation

1000 in %urrent perio" >1. Adding to totalRemaining Allocation.

Current period < $;


Comment

'otal 3o alue

????1???? ?

#or eample 6

total 30!

Allo%ation t& #or %ustomer 100000 in sales organi;ation1000 in %urrent perio" >2. Adding to totalRemaining Allocation.

20. hoose Sa%e0

4esult

Iou hae no, "e#ine" the pro"u%t allo%ation uantit& #or pro"u%t S5-H(1 on the %ustomer leelas ,ell as on the sales organi;ation leel.

8&3 Copy Product Allocation ata )rom Planning Area to

Product Allocation Group+se

8n this a%tiit& the pro"u%t allo%ation "ata is %opie" #rom the planning area to the pro"u%t allo%ationgroup. A%%or"ing to the s&stem settings the s&stem %he%s the pro"u%t allo%ation assignment in theallo%ation group "uring the aaila*ilit& %he%. As soon as the "ata is %opie" to the pro"u%t allo%ationgroup the allo%ation "ata %an *e %onsi"ere" "uring %he% against pro"u%t allo%ation.

Procedure


SAP SCM Menu $d%anced Planning and ,ptimiation @ #lobal $'P @

En%ironment @ Product $llocations @ Connection @Copy 2ata 5rom Planning $rea

Transaction Code <SAPAP7< A"#$%#AREA%R

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2. 7n the s%reen mae the #ollo,ing entries

1ield :ame escription +ser Action and*alues

Comment

Planning $rea IAPA hoose the planning area that&ou hae "e#ine".

Planning 9ersion 000

Prod0 $lloc0 #rp I A#A&%'R#01 hoose the pro"u%t allo%ationgroup that &ou hae "e#ine"an" ,here &ou ,ant to %op&the planning "ata

(. hoose Enter .



Comment

Prod0allocationob<0

I A#A&%O()01 hoose the pro"u%t allo%ationo*Ce%t that &ou hae "e#ine".

Sold&to Party N

Product Number N

Sales,rganiation

N

Period 5rom #or eample *eginning o+current period

Period to #or eample end o+

current period ,-

:. hoose Execute.

+his a%tiit& %an also *e planne" as a *a%groun" Co*. +he allo%ation "ata is thentrans#erre" regularl& an" manual %opies are not ne%essar&.

8&8 5uotation /ntry with Check against Product

Allocation 5uantity

+se

8n this a%tiit& &ou enter the sales uotation a#ter a %ustomer has reueste" it.

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A#ter &ou hae %omplete" this a%tiit&

• 7ption A 8# the %ustomer reCe%ts the sales uotation go to step 4.:.

• 7ption $ 8# the %ustomer a%%epts the sales uotation go to step 4.6.

Procedure


SAP /CC Menu ogistics B Sales and 2istribution B Sales B 3uotation B Create

Transaction Code =A21

2. 7n the s%reen in the 3uotation type #iel" enter A$" $uotation! an" the organi;ational

"ata *elo, an" %hoose Enter .

1ield :ame escription +ser Action and

*alues

Comment

Sales ,rganiation 1000

2istribution Channel 10

2i%ision 10

(. 7n the s%reen mae the #ollo,ing entries an" %hoose Enter


Comment

Sold to party 100000

Ship&to party 100000

P, Number An& num*er Enter a %ustomer pur%haseor"er num*er as re#eren%e.

9alid 5rom #or eample toda/s date

9alid to #or eample inone mont

.e"0 deli%0date #or eample toda/s date

Material number #or eample

S2431

3uantity 100

4. An A+P %he% an" a %he% against pro"u%t allo%ation hae *een per#orme". he% the $P, $%ailability Chec+- 2eli%ery Proposal (Customer 3uotation) s%reen.

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8# the $P, $%ailability Chec+- 2eli%ery Proposal (Customer 3uotation) s%reen "oes notappear automati%all& &ou hae to sele%t the %reate" uotation item an" %hoose Chec+*tem $%ailability0

:. 7n the $P, $%ailability Chec+- 2eli%ery Proposal (Customer 3uotation) s%reen %he% the

%on#irme" uantit&. +here shoul" *e three s%he"ule lines "ispla&e". A%%or"ing to the .emaining $llocation set in 4.2 in the #irst s%he"ule line the %on#irme" uantit& shoul" *e 20. 8n the se%on"s%he"ule line the %on#irme" uantit& shoul" *e 2:. 8n the thir" s%he"ule line the %on#irme"uantit& shoul" *e (0.

6. +o %he% ,h& three s%he"ule lines are %reate" %hoose Product allocations.

). 7n the $P,- Product $llocations .esult s%reen three entries are "ispla&e" in the se%tionProduct $llocations .esult . +he #irst line represents the %on#irme" uantit& in the %urrent perio"Othe se%on" line represents the %on#irme" uantit& in the net perio" />1 the thir" linerepresents the %on#irme" uantit& in the perio" a#ter net />2.

. hoose Characteristics to %he% #or ,hi%h %hara%teristi% %om*ination pro"u%t allo%ation is use".

. hoose Continue to go *a% to the $P,- Product $llocations .esult s%reen.

10. 7n the $P,- Product $llocations .esult s%reen %hoose Product allocation situation to ie, thepro"u%t allo%ation situation #or the net month an" the assignments. +he *lue entries representthe perio"s ,ithin the allo,e" %onsumption perio"s.

11. hoose Bac+ to go *a% to the $P,- Product $llocations .esult s%reen.

12. 7n the $P,- Product $llocations .esult s%reen %hoose *a% to go *a% to $P, $%ailabilityChec+- 2eli%ery Proposal (Customer "uotation) s%reen.

1(. 7n the $P, $%ailability Chec+- 2eli%ery Proposal (Customer "uotation) s%reen %he% the M$2ate /5aterial Aaila*ilit& Date. +he M$ 2ate shoul" *e to"a&s "ate #or the #irst s%he"ule lineO*eginning o# the net month #or the se%on" s%he"ule line an" a later month #or the thir" s%he"uleline.

+he M$ 2ate is "ispla&e" in lo%al time an" %an "i##er #rom 9+ *& 12 hours "ue to"i##erent time ;ones o# "eliering plant an" the %ustomer lo%ation. 8t is possi*le that the"ate itsel# is not the #irst "a& o# a month *ut the last "a& o# the preious month.

14. 7n the $P, $%ailability Chec+- 2eli%ery Proposal (Customer "uotation) s%reen %he% the S2ate /S%he"ule ine "ate. +he S 2ate shoul" *e in t,o ,oring "a&s #or the #irst s%he"uleline i# &ou are using transportation an" shipment s%he"uling a%%or"ing to *uil"ing *lo% S66. 8tshoul" *e t,o ,oring "a&s a#ter *eginning o# net month #or the se%on" s%he"ule line an" amonth later #or the thir" s%he"uling item.

+he S 2ate is "ispla&e" in lo%al time an" %an "i##er #rom 9+ *& 12 hours "ue to

"i##erent time ;ones o# "eliering plant an" the %ustomer lo%ation. 8t is possi*le that the"ate itsel# is not the #irst "a& o# a month *ut the last "a& o# the preious month.

+here %oul" *e a S Date "i##erent #rom in t,o "a&sQ it %oul" *e in three "a&sQ. +hereason is the time;one "i##eren%e *et,een S+ /,here lo%ation P1000 is lo%ate" an"PS+ /,here %ustomer 100000 is lo%ate". +he s&stem %onsi"ers the time;one "i##eren%eo# 2 hours in a""ition to the transportation time "uring the s%he"uling step.

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1:. 8# &ou are using transportation an" shipment s%he"uling a%%or"ing to *uil"ing *lo% S66 &ou %anmar the #irst s%he"ule line an" %hoose the Scheduling- .esult and og *utton on the $P,

$%ailability Chec+- 2eli%ery Proposal (Customer "uotation) s%reen.

16. 7n the ,%er%ie o5 2urations and Calendar86or+ing 'imes s%reen %he% the "etermine""urations an" %alen"ars. +he #ollo,ing entries shoul" *e "ispla&e"

1ield :ame escription +ser Action and *alues Commentocation (deli%eringlocation)

#or eample #&1000<xxx>

Shipping Calendar IA % A"#%#S"

oad 2400

Pic+ 2400

Plan 600

'ransport 12700

ocation (destination

location)

#or eample

280000100000<xxx> .ecei%ing Calendar S+

1). 8# &ou ,ant to %he% the "etermine" "ates %hoose 2ates0

1. hoose Bac+ to go *a% to the $P, $%ailability Chec+- 2eli%ery Proposal (Customer "uotation)s%reen.

1. Iou %an repeat steps 1: to 1 #or the se%on" s%he"ule line. +he "urations shoul" *e a%%or"ingto the #irst s%he"ule line the "ates shoul" *e net month.

20. hoose 2eli%ery Proposal /,ithout haing one s%he"ule line still sele%te" to a%%ept the "elier&proposal an" return to the Create 3uotation- ,%er%ie s%reen.

21. 8# &ou ,ant to %he% the %on#irme" t& an" the "etermine" "ates in the uotation "o%umentsele%t the %reate" item an" %hoose Schedule ines 5or item. +here shoul" *e #our s%he"ulelines one ,ith the or"er uantit& an" three ,ith the %on#irme" "ate /to"a& in t,o ,oring "a&snet month an" a month later an" the %on#irme" uantities /20 2: an" (0.

22. 8# &ou ,ant to %he% the "etaile" "etermine" "ates %hoose the %reate" s%he"ule line an"%hoose Shipping . 2eli%ery date/ #oods issue date/ oading date/ Material a%ail0date an"'ransportation Plan0 2ate are "ispla&e".

2(. hoose Bac+ t,i%e to go *a% to the Create 3uotation- ,%er%ie s%reen.

24. Sae &our entries.

2:. 3ote "o,n the 3uotation num*er LLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLL.

4esult+he uotation is sae".

8&= Sales 5uotation 4e6ection !optional"


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+se

8n this a%tiit& the %ustomer reCe%ts the sales uotation. Iou enter the reason #or the reCe%tion in thes&stem.

8# &ou "o not ,ant to reCe%t the sales or"er *ut a%%ept the sales or"er %ontinue ,ith step 4.6.

Procedure1. A%%ess the transa%tion %hoosing one o# the #ollo,ing naigation options

SAP /CC Menu ogistics B Sales and 2istribution B Sales B 3uotation B Change


2. 7n the s%reen enter a uotation num*er an" %hoose Enter .

(. hoose the .eason 5or re<ection ta*.

4. Sele%t an appropriate reason #rom the "rop"o,n list .eason 5or re<ection o# the item that nee"sto *e reCe%te" an" then %hoose Sa%e.

4esult

+he sales uotation is up"ate" ,ith a reason #or reCe%tion. Iou are no, "one ,ith the a%tiities inthis "o%ument. Do not per#orm an& other steps in this "o%ument.

8&> Sales 'rder /ntry with Check against ProductAllocation 5uantity

+se

8n this a%tiit& &ou %reate a sales or"er in SAP E an" in SAP AP7 &ou %arr& out pro"u%tallo%ation /a %he% against pro"u%t allo%ation #or the sales "o%ument items as an appli%ation o# the%he% against plans.

+he s&stem %arries out an aaila*ilit& %he% against the A+P uantit& "uring or"er entr&. 8# theaaila*ilit& %he% "etermines that the A+P uantit& %an #ull& or partiall& %oer the or"er reuirementthen a %on#irme" uantit& is "etermine" as the result o# the %he%. +he %on#irme" uantit& is the*asis #or the aaila*ilit& %he% against pro"u%t allo%ation ,hi%h is %arrie" out along ,ith the A+P%he%.

+he %on#irme" uantit& #rom the A+P %he% is %he%e" against the releant pro"u%t allo%ation. +hisensures that the pro"u%t allo%ation #or this perio" is not e%ee"e". Reuire" uantities that %annot*e %on#irme" *e%ause the pro"u%t allo%ation #or that perio" is use" up are postpone" until the net

perio".

Procedure


SAP /CC Menu ogistics B Sales and 2istribution B Sales B ,rder B Create


2. Enter the ,rder type 7R /Stan"ar" 7r"er an" organi;ational "ata

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2istribution Channel 10

2i%ision 10

(. 8# &ou "o not ,ant to %reate a sales or"er ,ith re#eren%e to the uotation that ,as %reate" inse%tion 4.2 %ontinue ,ith step 4.

8# &ou ,ant to %reate a sales or"er ,ith re#eren%e to the uotation that ,as %reate" in se%tion 4.2%hoose Create ith .e5erence on the Create Sales ,rder- *nitial Screen an" enter the uotationnum*er in the #iel" 3uot0 in the Create ith .e5erence pop-up s%reen that appears.

4. hoose Enter0

:. 8# &ou %reate the sales or"er ,ith re#eren%e to a uotation &ou %an sip this step : *e%ause theentries alrea"& eist an" the s&stem automati%all& ee%utes an aaila*ilit& %he%.

8# &ou %reate the sales or"er ,ithout re#eren%e to a uotation mae the #ollo,ing entries





,rder reason eample +or example9excellent price

.e"uested 2eli%ery2ate

+o"a&

2eli%ery Plant 1000

Material number #or eample S2431

3uantity 100

6. An A+P %he% an" a %he% against pro"u%t allo%ation hae *een per#orme". he% the $P, $%ailability Chec+- 2eli%ery Proposal (Standard ,rder) s%reen.

8# the $P, $%ailability Chec+- 2eli%ery Proposal (Standard ,rder) s%reen "oes notappear automati%all& &ou hae to sele%t the %reate" sales or"er item an" %hoose

Chec+ *tem $%ailability0). 7n the $P, $%ailability Chec+- 2eli%ery Proposal (Standard ,rder) s%reen %he% the %on#irme"

uantit&. +here shoul" *e three s%he"ule lines "ispla&e". A%%or"ing to the .emaining $llocationset in se%tion 4.2 in the #irst s%he"ule line the %on#irme" uantit& shoul" *e 20. 8n the se%on"s%he"ule line the %on#irme" uantit& shoul" *e 2:. 8n the se%on" s%he"ule line the %on#irme"uantit& shoul" *e (0.

. +o %he% ,h& three s%he"ule lines are %reate" %hoose Product allocations.

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. 7n the $P,- Product $llocations .esult s%reen three entries are "ispla&e" in the se%tionProduct $llocations .esult . +he #irst line represents the %on#irme" uantit& in the %urrent perio"Othe se%on" line represents the %on#irme" uantit& in the net perio" />1 the thir" linerepresents the %on#irme" uantit& in the perio" a#ter net />2.

10. hoose Characteristics to %he% #or ,hi%h %hara%teristi% %om*ination pro"u%t allo%ation is use".

11. hoose %ontinue to go *a% to the $P,- Product $llocations .esult s%reen.12. 7n the $P,- Product $llocations .esult s%reen %hoose Product allocation situation to ie, the

pro"u%t allo%ation situation #or the net month an" the assignments. +he *lue entries representthe perio"s ,ithin the allo,e" %onsumption perio"s.

1(. hoose Bac+ to go *a% to the $P,- Product $llocations .esult s%reen.

14. 7n the $P,- Product $llocations .esult s%reen %hoose Bac+ to go *a% to $P, $%ailabilityChec+- 2eli%ery Proposal (Sales order) s%reen.

26. 7n the $P, $%ailability Chec+- 2eli%ery Proposal (Sales order) s%reen %he% the M$ 2ate /5aterial Aaila*ilit& Date. +he M$ 2ate shoul" *e to"a&s "ate #or the #irst s%he"ule lineO*eginning o# the net month #or the se%on" s%he"ule line an" *eginning o# the net an" a latermonth #or the thir" s%he"ule line.

+he M$ 2ate is "ispla&e" in lo%al time an" %an "i##er #rom 9+ *& 12 hours "ue to"i##erent time ;ones o# "eliering plant an" the %ustomer lo%ation. 8t is possi*le that the"ate itsel# is not the #irst "a& o# a month *ut the last "a& o# the preious month.

2). 7n the $P, $%ailability Chec+- 2eli%ery Proposal (Sales order) s%reen %he% the S 2ate /S%he"ule ine "ate. +he S 2ate shoul" *e in t,o ,oring "a&s #or the #irst s%he"ule line i#&ou are using transportation an" shipment s%he"uling a%%or"ing to *uil"ing *lo% S66. 8t shoul"*e t,o ,oring "a&s a#ter *eginning o# net month #or the se%on" s%he"ule line an" a monthlater #or the thir" s%he"uling item.

+he S 2ate is "ispla&e" in lo%al time an" %an "i##er #rom 9+ *& 12 hours "ue to"i##erent time ;ones o# "eliering plant an" the %ustomer lo%ation. 8t is possi*le that the"ate itsel# is not the #irst "a& o# a month *ut the last "a& o# the preious month.

+here %oul" *e a S Date "i##erent #rom in t,o "a&sQ it %oul" *e in three "a&sQ. +hereason is the time;one "i##eren%e *et,een S+ /,here lo%ation P1000 is lo%ate" an"PS+ /,here %ustomer 100000 is lo%ate". +he s&stem %onsi"ers the time;one "i##eren%eo# 2 hours in a""ition to the transportation time "uring the s%he"uling step.

1:. 8# &ou are using transportation an" shipment s%he"uling a%%or"ing to *uil"ing *lo% S66 &ou %anmar the #irst s%he"ule line an" %hoose the Scheduling- .esult and og *utton on the $P,

$%ailability Chec+- 2eli%ery Proposal (Sales order) s%reen.

16. 7n the ,%er%ie o5 2urations and Calendar86or+ing 'imes s%reen %he% the "etermine""urations an" %alen"ars. +he #ollo,ing entries shoul" *e "ispla&e"

1ield :ame escription +ser Action and *alues Comment

ocation (deli%eringlocation)

#or eample #&1000<xxx>

Shipping Calendar IA % A"#%#S"

oad 2400

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Pic+ 2400

Plan 600

'ransport 12700

ocation (destinationlocation)

#or eample 280000100000<xxx>

.ecei%ing Calendar S+

1). 8# &ou ,ant to %he% the "etermine" "ates %hoose 2ates0

1. hoose Bac+ t,i%e to go *a% to the $P, $%ailability Chec+- 2eli%ery Proposal (Sales order)s%reen.

1. Iou %an repeat steps 1: to 1 #or the se%on" s%he"ule line. +he "urations shoul" *e a%%or"ingto the #irst s%he"ule line the "ates shoul" *e net month.

20. hoose 2eli%ery Proposal /,ithout haing one s%he"ule line still sele%te" to a%%ept the "elier&

proposal an" return to the Create Standard ,rder- ,%er%ie s%reen.

21. 8# &ou hae %reate" the sales or"er ,ith re#eren%e to a uotation mae the #ollo,ing entr& on thethe Create Standard ,rder- ,%er%ie s%reen other,ise %ontinue ,ith step 22.



22. 8# &ou ,ant to %he% the %on#irme" t& an" the "etermine" "ates in the sales or"er "o%umentsele%t the %reate" item an" %hoose Schedule ines 5or item. +here shoul" *e #our s%he"ule

lines one ,ith the or"er uantit& an" three ,ith the %on#irme" "ate /to"a& in 2 ,oring "a&snet month an" month later an" the %on#irme" uantities /20 2: an" (0.

2(. 8# &ou ,ant to %he% the "etaile" "etermine" "ates %hoose the %reate" s%he"ule line an" %hooseShipping . 2eli%ery date/ #oods issue date/ oading date/ Material a%ail0 2ate an"'ransportation Plan0 2ate are "ispla&e".

24. hoose Bac+ t,i%e to go *a% to the Standard ,rder- ,%er%ie s%reen.

2:. hoose Sa%e 2ocument0

4esult

+he sales or"er is sae".

8&? isplaying Product Allocations

+se

Iou %an "ispla& the %urrent pro"u%t allo%ation situation in "i##erent ariations using the eplanation#un%tion

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• Pro"u%t allo%ation "ispla& or pro"u%t allo%ation oerie, #or ea%h %hara%teristi%s

%om*ination /"ispla& o# time series #or a %hara%teristi% alues %om*ination

• Pro"u%t allo%ation "ispla& #or ea%h perio" /"ispla& o# time series o# a perio" #or seeral

%hara%teristi% alues %om*inations

Iou must spe%i#& a pro"u%t allo%ation group an" a %hara%teristi%s %om*ination #or the ariants.

8rrespe%tie o# pro"u%t allo%ation the pro"u%t allo%ation "ispla& sho,s the pro"u%t allo%ationsituation in the pro"u%t allo%ation group.

Procedure


SAP SCM Menu $d%anced Planning and ,ptimiation → #lobal $'P →

.eporting→ Product $llocations

Transaction Code <SAPAP7<A42

2. 7n the $P,- 2isplay Product $llocation Situation- *nitial Screen %hoose a pro"u%t allo%ationgroup #or eample IAPALGRP01 an" %hoose Enter .

(. hoose 'ime Series per Characteristics Combination0

4. hoose a Product $llocation ,b<ect in the Characteristics o5 Product $llocation #roup se%tion.7ther %hara%teristi%s o# this pro"u%t allo%ation group are "ispla&e".


Prod0allocation ob<0 IAPAL7$J01

Product Number S5-H(1


Sold&to party 0000100000

:. 8# &ou ,ant to "ispla& the pro"u%t allo%ation oerie, #or ea%h %hara%teristi%s %om*ination%hoose Product $llocation 'ime Series. 8# &ou ,ant to "ispla& the pro"u%t allo%ation situation%hoose Product $llocation Situation.

6. hoose Bac+ t,i%e.

). 8# &ou ,ant to "ispla& the pro"u%t allo%ation oerie, #or seeral %hara%teristi% alue%om*inations %hoose Characteristics Combinations per Period . hoose a perio". Sele%t the%hara%teristi% alues %om*inations. +o "ispla& the pro"u%t allo%ation oerie, %hoose 2isplayProduct $llocations.

8&@ Trans)er Product Allocation ata )rom ProductAllocation Group to Planning Area

+se

8n this a%tiit& the pro"u%t allo%ation "ata is trans#erre" #rom pro"u%t allo%ation group to the planningarea. A%%or"ing to the s&stem settings the s&stem saes the in%oming or"er uantities in the

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pro"u%t allo%ation group "uring the aaila*ilit& %he%. 8n this transa%tion the in%oming or"er uantit&is %opie" to the planning area #or planning purposes.

Procedure


SAP SCM Menu $d%anced Planning and ,ptimiation → #lobal $'P → En%ironment

→ Product $llocations → Connection 'rans5er 2ata to Planning

$rea

Transaction Code <SAPAP7<A+PLPAREAL!


1ield :ame escription +ser Actionand *alues

Comment

Prod0 $lloc0 #rp IAPALGRP01 hoose the pro"u%t allo%ationgroup that &ou hae "e#ine" an"

#rom ,here &ou ,ant to %op& theplanning "ata

Planning $rea IAPA hoose the planning area that &ouhae "e#ine".

Planning 9ersion 000

(. hoose Enter .



Comment

Prod0allocation ob<0 IPAL7$J01 hoose the pro"u%t allo%ationo*Ce%t that &ou hae "e#ine".

Sold&to Party N

Product Number N

Sales ,rganiation N

Period 5rom #or eample *eginning o+current period

Period to #or eample endo+ current

period ,-

'rans50incom0ord0"t y

a%tiate

'rans5er prod0allocs

a%tiate

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:. hoose Execute.

+his a%tiit& %an also *e planne" as a *a%groun" Co*. +he allo%ation "ata is thentrans#erre" regularl& an" manual %opies are not ne%essar&.

8& Checking 1ree Allocation 5uantities in the PlanningArea

+se

+he purpose o# this a%tiit& is to %he% #ree allo%ation uantit& as a %ustomer seri%e.

Procedure


SAP SCM Menu $d%anced Planning and ,ptimiation → 2emand Planning →

Planning→ *nteracti%e 2emand Planning


2. 7n the Planning Boo+8 2ata 9ie se%tion %hoose the "ata ie, :P$;29 in the planning *oo:P$0

(. 7n the Selection Pro5ile se%tion %hoose P.,24C' $,C$'*,N P.,24C'S.

4. 7n the Selected ,b<ects se%tion %hoose Product SCM&=10

:. 8n the ro, *ncoming ,rder 3uantity/ &ou %an see the uantit& o# the sales or"er Cust %reate". 8nthe ro, .emaining $llocation/ &ou %an see the #ree allo%ation uantit& per perio". 9sing the "rill"o,n &ou %an get more "etaile" in#ormation.

8&#B elivery Processing

+se

8n this a%tiit& &ou %reate the "elier&.

Procedure


SAP /CC Menu ogistics→ ogistic Execution → ,utbound Process → #oods *ssue5or ,utbound 2eli%ery → ,utbound 2eli%ery → Create → Collecti%e

Processing o5 2ocuments 2ue 5or 2eli%ery → Sales ,rder *tems

Transaction Code =10

2. 5ae the #ollo,ing entries

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1ield :ame +ser Action and*alues

Comment

Shipping point 1000

2eli%ery creation

dates (Arom)

"elier& %reation

"ate

9se this an" the net #iel" together or use the

al% rule. Do not "o *oth.

2eli%ery creationdates ('o)

"elier& %reation"ate > 2 "a&s

9se this an" the last #iel" together or use theal% rule. Do not "o *oth.

al% Rule %al%ulation rule 9se this #iel" or use the last t,o #iel"stogether. Do not "o *oth.

(. hoose Execute.

4. Sele%t the line items an" %hoose Bac+ground .

+he s&stem ,ill onl& sho, the uantit& that is %on#irme" ,ithin the hori;on "e#ine" instep 2. +here#ore a "elier& %an onl& *e %reate" #or the #irst s%he"ule line o# the salesor"er. +he maimum num*er o# "a&s that %an *e "e#ine" in the hori;on is (0 "a&sOthere#ore it is not &et possi*le to %reate a "elier& #or the se%on" an" the thir" s%he"uleline.

:. An A+P %he% #or ea%h position is per#orme" against aaila*le sto%. +here ,ill *e no results%reen i# the %he% ,as %on#irme".

6. +o see the results o# the %he% "ispla& the og 5or deli%ery creation0

). 7n the 2eli%ery Creation og s%reen sele%t &our entr& an" %hoose Notes.

. he% i# there are an& errors or ,arnings in the Notes se%tion.

. Sele%t the line ,ith the green light an" %hoose 2etails. 8n the "ialog *o &ou see the Sales2ocument num*er /"elier& num*er that has *een %reate".

10. 3ote "o,n the Sales 2ocument num*er LLLLLLLLLLLLLLLLLLLLLLLLLLLLLL.

$e%ause o# the s%enario settings the aaila*ilit& is *eing %he%e" at "elier& %reationusing the aaila*le inentor&. !ithout su##i%ient sto% /#or eample %on#irmation ,as"one against re%eipt elements ,hi%h are not &et in sto% the %reate" "elier& has no%on#irme" uantities there#ore it "oes not start the ,arehouse management pi%ingpro%ess.

As ,e Cust sele%t the a%tual month onl& the #irst sales or"er s%he"ule line item isin%lu"e" in the "elier& M the se%on" ,ill *e in%lu"e" as soon as it is "ue #or "elier&.

8# &ou ,ant to aoi" open "elieries ensure that there is su##i%ient inentor& uantit& at "elier&%reation. A""itionall& &ou hae the #ollo,ing options to restri%t the %reation o# "elieries ,ith no%on#irme" uantities.

• Iou ma& %hange the ustomi;ing settings #or the in%ompleteness pro%e"ure #or "elier&

%reation so that onl& %omplete "elieries ma& *e sae".

• Iou ma& %hange the ustomi;ing settings #or the use" "elier& item %ategor&. +he Chec+

"uantity ? #iel" must *e a"apte" to B Situation re<ected ith an error message.

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4esult

A "elier& is %reate".

= 1ollow-+p Process; Sales 'rder Processing

!#B" !optional"

/0ternal Process

+seIou hae #inishe" all the a%tiities #or the *usiness pro%ess "es%ri*e" in this "o%ument. +oa%%omplish su*seuent a%tiities relate" to this *usiness pro%ess %arr& out the pro%ess steps"es%ri*e" in the re#eren%e" s%enario using the master "ata #rom this "o%ument.

Procedure

omplete all the releant a%tiities "es%ri*e" in the $usiness Pro%ess Do%umentation o# thes%enario Sales ,rder Processing (1?) ,ith pro%ess step Pic+ing .

> 2ackorder ProcessingIou %an use *a%or"er pro%essing to repro%ess or"ers that "i" not re%eie the reuire"%on#irmation #or eample ,hen a""itional material re%eipts *e%ome aaila*le. 7r &ou %an repro%essor"ers to reassign or"er uantities to sales or"ers a%%or"ing to pre"e#ine" %ustomer priorit&.

$a%or"er pro%essing is an optional pro%ess in this $usiness Pro%ess Do%umentation.

>&# Creating 2ackorders !SAP /CC"

+se

+his is a preliminar& step that &ou nee" to %arr& out #or "emo purposes. Here &ou %reate one salesor"er in the SAP E s&stem. +his or"er %annot *e #ull& %on#irme" "ue to the pro"u%t allo%ationsituation. +he or"er is res%he"ule" in SAP S5 using *a%or"er pro%essing. +o "emonstrate the*a%or"er pro%essing #un%tions &ou nee" to %reate at least one sales or"er ,here the %on#irme"uantit& is less than the or"er uantit&.

Procedure

1. Post sto% o# uantit& 1000 a%%or"ing to steps 1 to 1: in se%tion 4.1 an" use the #ollo,ing "ata


Comment

Business'ransaction

A01 M Goo"sRe%eipt

Business'ransaction

R10 M 7ther


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Comment

Mo%ement 'ype :61 :61 M Re%eipt per initial entr& o# sto% *alan%esinto unr.-use

Material #or eample S24

31

3ty in 4nit o5Entry

1000

Plant #or eample 1000

Storage ocation #or eample 1030 lean !5 < ,<o lean !5

2. reate allo%ation uantit& a%%or"ing to se%tion 4.2 #or pro"u%t S5-H(1 in sales organi;ation1000 #or %ustomer 100000. +he total allo%ation uantit& shoul" *e less than 2:0 oer the net (perio"s #or eample 100 in %urrent perio" :0 in %urrent perio" >1 an" :0 in %urrent perio" >2.

(. op& the planning "ata #rom the planning area to the pro"u%t allo%ation group a%%or"ing tose%tion 4.(.

4. reate a sales or"er a%%or"ing to the steps 1 to 26 in se%tion 4.6. 9se the #ollo,ing "ata. Iou%an sip steps 1) to 1 i# &ou "o not ,ant to %he% the result o# the transportation an" shipments%he"uling.


Comment

Sales organiation 1000

2istribution channel 10

2i%ision 10



P, number Enter a %ustomer pur%hase or"er num*er asre#eren%e.

,rder reason ?or eample E%ellentpri%e

.e"uested 2eli%ery2ate

+o"a&

2eli%ery Plant 1000

Material Number +or example9

S24313uantity 2:0

4esult

Iou hae %reate" a sales or"er ,ith partial %on#irmation. +his sales or"er ,ill *e in%lu"e" in the*a%or"er pro%essing.


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>&$ Adapt Planning ata

+se

$e%ause there are *a%or"ers ,ith partial %on#irmation in the ,orlist the planne" allo%ationuantities nee" to *e a"apte" /in%rease" in or"er to %on#irm the #ull uantit& #or the sales or"er

,ithin t,o perio"s.

Procedure


SAP SCM Menu $d%anced Planning and ,ptimiation→ 2emand Planning

→ Planning→ *nteracti%e 2emand Planning


2. 7n the Planning Boo+8 2ata 9ie se%tion/ %hoose the "ata ie, :P$;29 in the planning *oo

:P$0(. 8n the Selection Pro5ile se%tion %hoose Selection Pro5ile0

4. 7n the Maintain Selection Pro5iles 5or 4sers s%reen mar the sele%tion P.,24C' $,C$'*,N P.,24C'S in the right se%tion Selection an" "rag it to &our user in the le#tse%tion Selection.

:. hoose Sa%e an" $dopt to sae the sele%tion assignment to &our user.

6. Dou*le-%li% the sele%tion P.,24C' $,C$'*,N P.,24C'S in the Selection pro5ile se%tion.

). 8n the Selected ,b<ects se%tion %hoose Product SCM&=1.

. hoose eader ,n8,55 i# the hea"er menu *ar is not "ispla&e" in the right s%reen area.

. hoose Settings→ eader *n5ormation.

10. 8n the Set eader *n5ormation s%reen in the se%on" ro, %hoose Sales ,rganiation0

11. 8n the Set eader *n5ormation s%reen in the #irst ro, %hoose $P, 2estination ocation0

12. hoose $dopt .

1(. 8n the eader *n5ormation se%tion in the Sales ,rganiation area %li% on 'otal an" then sele%t1??? .

14. 8n the eader *n5ormation se%tion in the $P, 2estination ocation area %li% on 'otal an" thensele%t 1????? .

1:. Enter the allo%ation uantit& in the e& #igure Ne $llocation. Iou %an use the #ollo,ing eamplealues

Current period <#;

1ield:ame

+ser Action and*alues

Comment

1????? 200 Allo%ation t& #or %ustomer 100000 in %urrentperio"

16. hoose Sa%e an" go *a%.

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1). Ee%ute the %op& #rom planning area to pro"u%t allo%ation group a%%or"ing to se%tion 4.(.

>&3 Checking the 2ackorder Processing 7orklist !SAP

SCM" !optional"

+se

$e#ore &ou run *at%h *a%or"er pro%essing &ou %an ensure that the or"ers are %orre%tl& sele%te"an" sorte". Iou %an %he% the result using the *a%or"er pro%essing ,orlist.

Procedure


SAP SCM Menu $d%anced Planning and ,ptimiation → #lobal $'P → T Bac+order

Processing → Bac+order Processing 6or+list

Transaction Code <SAPAP7<$7PL!7RF8S+

2. 8n the $'P/ B,P- Bac+order Processing- 6or+list Control s%reen/ sele%t the Ailter 9ariant #iel"an" %hoose Possible Entries /?4. Sele%t the ariant :$;.2S;6;P$ /?ilter t&pe:$;.2S;A*';??1. +he #ilter t&pe is #ille" automati%all&.

(. 8n the Sort Pro5ile #iel" sele%t the pro#ile IALRDSLS7R+L001 using the input help i# it is notautomati%all& #ille".

4. hoose Execute to run the report.

:. he% the result. +he ,orlist sho,s the or"ers that ,ere #iltere" an" sorte" *& the settings in

steps 2 an" (. +he sales or"er that ,as %reate" in se%tion 6.1 shoul" sho, a partial %on#irmationin three s%he"ule lines. 8t "oes not meet the #ull uantit& *e%ause o# pro"u%t allo%ationrestri%tions.

6. hoose Bac+ .

4esult

+he *a%or"er list in%lu"es the sales or"er &ou hae %reate".

>&8 2atch 2ackorder Processing !SAP SCM"

+se

A#ter &ou hae eri#ie" the result &ou %an start the *at%h *a%or"er pro%essing.

Iou %an s%he"ule this pro%ess as a *a%groun" Co* an" run it at regular interals #oreample "ail&.


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Prere%uisites

Iou hae %he%e" that the result o# the *a%or"er pro%essing ,orlist is %orre%t.

Procedure


SAP SCM Menu $d%anced Planning and ,ptimiation → #lobal $'P → T Bac+order

Processing → Batch Bac+order Processing

Transaction Code <SAPAP7<$7P

2. 8n the $'P/ B,P- Bac+order Processing (Batch) s%reen %hoose #et 9ariant an" sele%t theariant IALRDSL$7PLPA.

(. 7n the og ta* page sele%t the .esult output ra"io *utton i# it is not sele%te".

4. hoose Execute to start the report.

:. he% the result an" go *a%.

4esult

+he sele%te" or"er has *een res%he"ule". !ith the a"apte" allo%ation uantit& in perio" >1 thesales or"er shoul" *e %on#irme" in #ull uantit& o# 2:0 ,ithin t,o perio"s /100 > 1:0.

>&= Checking the 4esults in SAP /CC A)ter 2atch2ackorder Processing

+seIou %he% the sales or"ers in SAP E to see i# the *a%or"er has *een res%he"ule".

Prere%uisites

Iou hae up"ate" the *a%or"er pro%essing result.

Procedure


SAP /CC Menu ogistics → T Sales and 2istribution → Sales → ,rder → 2isplay

Transaction Code =A0(

2. 8n the 2isplay Sales ,rder- *nitial Screen enter the #ollo,ing "ata

1ield:ame

+ser Action and*alues

Comment

,rder Sales or"er num*er Enter the sales or"er num*er o# the lo,er prioriti;e"sales or"er


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4. hoose Execute0

:. Sele%t the sales or"er that &ou hae %reate" in se%tion 6.1 step 4.

6. hoose *nteracti%e Bac+order Processing0 8# the pop-up Propagation .ange appears sele%tS$P;$ an" %hoose Enter0

). 8n%rease the %on#irme" uantit& o# the #irst s%he"ule line to 2:0.

. Delete the se%on" s%he"ule line.

. hoose Sa%e to sae the %hange" %on#irmation situation an" up"ate the %hanges to the 7+Ps&stem.

10. hoose Bac+ .

4esult

3o, the sales or"er is %on#irme" in the #irst perio".

>&? Checking the 4esults in SAP /CC a)ter Interactive2ackorder Processing

+se

Iou %he% the sales or"ers in SAP E to see i# the sales or"er "o%uments are up"ate" a#terintera%tie *a%or"er pro%essing.

Prere%uisites

Iou hae up"ate" the *a%or"er pro%essing result.

Procedure


SAP /CC Menu ogistics → T Sales and 2istribution → Sales → ,rder → 2isplay

Transaction Code =A0(

2. 8n the 2isplay Sales ,rder- *nitial Screen enter the #ollo,ing "ata


,rder Sales or"er num*er Enter the sales or"er num*er o# thelo,er prioriti;e" sales or"er

). hoose Enter .

. 8n the 2isplay Standard ,rder- ,%er%ie s%reen %hoose Schedule lines 5or item0

. 7n the 2isplay Standard ,rder- *tem 2ata s%reen %he% the %on#irme" uantit& o# the item. 8tshoul" *e a%%or"ing to the %hanges that &ou hae ma"e in intera%tie *a%or"er pro%essing.


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10. hoose Bac+ an" leae the transa%tion.

Iou %an use the same pro%e"ure to %he% other or"ers &ou %reate".

4esult+he res%he"ule" results hae *een up"ate" in the sales or"er in the SAP E s&stem.

? Appendi0

?&# 4eversal o) Process Steps

8n the #ollo,ing se%tion &ou %an #in" the most %ommon reersal steps that &ou %an tae to reersesome o# the a%tiities "es%ri*e" in this "o%ument.

Sales 'rder /ntry

Transaction Code !SAP G+I" =A01

4eversal Delete Sales Do%ument

Transaction Code !SAP G+I" =A02

2usiness role Sales A"ministration

2usiness role menu Sales→ Sales ,rders

hoose the $ll Sales ,rders ta*0

5ar &our sales or"er an" %hoose Change.

Comment Sele%t menu Sales 2ocument @ 2elete

elivery Process

Transaction Code !SAP G+I" =013

4eversal Delete Delier&


2usiness role !arehouse ler

2usiness role menu 6arehouse management → Shipping

hoose the $ll 2eli%eries ta*.

5ar &our "elier& an" %hoose Change0

Comment Sele%t menu ,utbound 2eli%ery @ 2elete

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Check 2atches


4eversal E"it $at%h 3um*er



2usiness role menu 6arehouse management → Shipping → 2isplay

,utbound 2eli%ery

Comment

Assign Serial :umber


4eversal E"it Serial 3um*er



2usiness role menu 6arehouse management → Shipping

hoose the $ll 2eli%eries ta*.

5ar &our "elier& an" %hoose Change0

Comment

?&$ SAP /4P 4eports+se

+he ta*le *elo, lists the reports that &ou %an use to o*tain a""itional in#ormation on this *usinesspro%ess.

Iou %an #in" "etaile" "es%riptions o# the in"ii"ual reports in the #ollo,ing *usinesspro%ess "o%uments that proi"e a %omprehensie %ompilation o# all important reports

• ?inan%ial A%%ounting S$P E.P .eports 5or $ccounting (1)

• ogisti%s Pro%esses S$P E.P .eports 5or ogistics ()

3ote that the "es%riptions o# some reports that are an in"ispensa*le part o# the pro%ess#lo, ma& *e lo%ate" "ire%tl& in the se%tion ,here the& *elong.

4eports

4eport Title Transaction Code Comment

ist o# sales or"ers =A0: A list o# all sele%te" sales or"ers is"ispla&e".


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4eport Title Transaction Code Comment

ist *illing "o%uments =?0: A list o# all sele%te" *illing "o%uments is"ispla&e".

7r"ers ,ithin time perio" SD71 A list o# sales or"ers ,ithin a spe%i#i%time perio"

8n%omplete SD "o%uments =.02 A list o# all in%omplete "o%uments on the*asis o# the spe%i#ie" sele%tion %riteria is"ispla&e".

7ut*oun" "elier& monitor =067 5onitor #or %olle%tie pro%essing o#"elieries an" #or o*taining in#ormationon general shipping pro%essing.

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