sd7 rescheduling

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Sales and Distribution

Demand Scheduling / Backorder Processing

Updated === by ===Marty Gangler

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Agenda

• Role of Demand Scheduler

• Characteristics of ATP

• Rescheduling Process

• Backorder Process

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Role of Demand Scheduler

• Ensure coordination between sales, manufacturing and purchasing. This includes:– Keeping customer promise dates in sync with the

production schedule and open purchase orders

– Providing availability dates for unconfirmed orders

– Reorganizing (re-promising) customer demand as a result of order “swapping”

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Responsibilities of Demand Scheduler• Managing the rescheduling process. • Running the SAP rescheduling program and reviewing the

results.• Manually, re-sequencing demand using backorder processing.• Monitoring use (or misuse) of delivery priority on sales orders

and customer master records. There will be limited access to this change.

• Monitoring changes to sales orders and the impacts on promise dates.

• Coordinating with warehouse to understand and quickly respond to availability checking issues that may be delaying shipments.

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Availability Checking

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Characteristics of Avail. Checking

• Definition: System’s ability to automatically determine a delivery (promise) date for a sales order.

• Automatically takes place at time of order entry and delivery creation.

• Dynamic process that is closely integrated with the production and purchasing process.

Availability

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ATP - Sales Order vs. Delivery SALES ORDER• System promises against

supply: inventory and planned receipts (purchase orders, production orders, firm planned orders)

• System also takes into consideration other demand (sales orders, deliveries, stock transport orders)

DELIVERY• System promises against

inventory, but not planned receipts (purchase orders, production orders, firm planned orders)

• System also takes into consideration other demand (sales orders, deliveries, stock transport orders)

Availability

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Inventory and Availability

Stockon

Hand

Stockon

Hand

DeliveryDelivery

OpenPurchase

Orders

OpenPurchase

Orders

Stockin

Transit

Stockin

Transit

FirmPlannedOrders

FirmPlannedOrders

SalesOrders

SalesOrders

ReservedInvent.

ReservedInvent.

Inward Movements

Outward Movements

Time Fence / Lead-time

Replenishment

SD Available to Promise Capabilities

Open Production

Orders

Open Production

Orders

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Stock Requirements List: MD04

Availability Overview: CO09

Stock Requirements List: MD04

Availability Overview: CO09

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Availability Overview: Displays the availability situation for a

particular material and plant combination.

Transaction Code – CO09 orIcon from within sales order -

Enter Plant 1W, 2W, 4W, 5WEnter Checking rule A Enter “x” in the With reqmts box

Availability Overview: Displays the availability situation for a

particular material and plant combination.

Transaction Code – CO09 orIcon from within sales order -

Enter Plant 1W, 2W, 4W, 5WEnter Checking rule A Enter “x” in the With reqmts box

x

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Stock Requirements List:Transaction Code – MD04

Displays open incoming orders (planned orders, production orders, purchase orders)and outgoing requirements (sales orders, deliveries, reservations, purchase orders)Forecast VSF is consumed by sales documents. ATP does not consider VSF.

Stock Requirements List:Transaction Code – MD04

Displays open incoming orders (planned orders, production orders, purchase orders)and outgoing requirements (sales orders, deliveries, reservations, purchase orders)Forecast VSF is consumed by sales documents. ATP does not consider VSF.

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ATP Checking rule “A”:Supply vs DemandATP Checking rule “A”:Supply vs Demand

Incl.depen.reservation: Include all reservations.

Incl.rel.order reqs: Check releases for stock transport orders only.

Incl.planned orders: Check firm planned orders only.

Incl.production orders: Take all production orders into account

Incl.depen.reservation: Include all reservations.

Incl.rel.order reqs: Check releases for stock transport orders only.

Incl.planned orders: Check firm planned orders only.

Incl.production orders: Take all production orders into account

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Rescheduling Process

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Rescheduling Process

• Revises the demand delivery dates based on updated supply receipt dates using the following criteria:

1. Delivery priority2. Order creation date3. Document number4. Item number

• Frequency: Rescheduling must be run at least weekly, preferably immediately following the purchase order updates from Europe. Rescheduling should be run as a background job.

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Rescheduling: Execute – V_V2

In simulation – shows what will change when you execute.Without simulation – updates demand based on supply changes.

Evaluate – V_R2Picture of previous Execute run. Should print for future reference.

Rescheduling: Execute – V_V2

In simulation – shows what will change when you execute.Without simulation – updates demand based on supply changes.

Evaluate – V_R2Picture of previous Execute run. Should print for future reference.

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Update delivery priority in simulation mode.

Select the orderSelect Change document button

Update delivery priority in simulation mode.

Select the orderSelect Change document button

Delivery priority needs to be changed on all orders before and including the orders you are swapping.

Delivery priority needs to be changed on all orders before and including the orders you are swapping.

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This takes you directly into “Change Sales Order”. Make the appropriate delivery priority changes on all necessary orders.

Save the order changes.

This takes you directly into “Change Sales Order”. Make the appropriate delivery priority changes on all necessary orders.

Save the order changes.

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Rescheduling: Execute – V_V2• Select plant• Leave Simulate Blank!• Orders will

automatically be updated.

Rescheduling: Execute – V_V2• Select plant• Leave Simulate Blank!• Orders will

automatically be updated.

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Rescheduling: Evaluate: V_R2Displays the results of the

rescheduling run in a work list format.

Rescheduling: Evaluate: V_R2Displays the results of the

rescheduling run in a work list format.

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This report should be printed for future reference.

This report should be printed for future reference.

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Backorder Processing

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Backorder Processing

• Backorder processing supports the rescheduling process by allowing manual adjustments.

• Displays the order requirements that exist for a particular material.

• Helps in the re-sequencing of sales orders based on urgent customer requests.

• Frequency: Should be done on an exception basis.

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Backorder needs to be rescheduled to improve date.

Backorder needs to be rescheduled to improve date.

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Backorder Processing: By Material - CO06Backorder Processing: By Material - CO06

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Backorder Processing: By Material – Select the

MaterialPlantChecking rule “A”

Backorder Processing: By Material – Select the

MaterialPlantChecking rule “A”

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Backorder Processing: 10 pcs confirmed lead-timeBackorder Processing: 10 pcs confirmed lead-time

Backorder Processing: Want to swap with this

customer

Backorder Processing: Want to swap with this

customer

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Backorder Processing: Select the order you are

taking from Select the Change

confirmation button.


taking from Select the Change


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Backorder Processing: Change to committed

quantity. (changed from 30 to 20).

Hit Copy Hit Save icon




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giving material to. Select the Change



giving material to. Select the Change


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Committed quantities need to be taken from a sales order to a production order are done this way also

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Backorder Processing: Dates and confirmed qty

changed.

Backorder Processing: Dates and confirmed qty

changed.

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If you run rescheduling after backorder processing (without changing delivery priorities) you would obtain the following results

If you run rescheduling after backorder processing (without changing delivery priorities) you would obtain the following results

Delivery priority was not changed on the order so it rescheduled according to the rescheduling sequence:


Delivery priority was not changed on the order so it rescheduled according to the rescheduling sequence:


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Complete the exercises in the back of your End-User Guide.

Rescheduling

Exercise

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Summary

• Demand Scheduler

• ATP

• Rescheduling Process

• Backorder Processing

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Commonly Used Transactions

• CO06 - Backorder Processing (Material)

• CO09 - Avail. Overview

• MD04 - Stock Req. List

• V_R2 - Rescheduling (Evaluate)

• V_V2 - Rescheduling (Execute)

• MMBE - Stock Overview

• CO03 - Prod. Order – Display

• MD63 - Planned Ind. Req. – Display

• MD73 - Total Req. - Display

• MM03 - Material Display

• VA02/3 - Sales Order Change/Display

• VA32/3 - Scheduling Agreement Change/Disp.

• VL03 - Delivery - Display

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USER SECURITY INFO.9/5 GO-LIVE PROCEDURE

If you get access denied warning.Immediately run transaction SU53 to list authorization objects that you require. This will be forwarded to the IS dept. by your manager with an approval form.

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If you get “You have no authorization for Transaction XXX” error.

Enter Transaction SU53 into the command box.

If you get “You have no authorization for Transaction XXX” error.

Enter Transaction SU53 into the command box.

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Select the printer iconSelect the printer icon

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Select your area printer.Forward print out to your

manager for processing.

Select your area printer.Forward print out to your

manager for processing.

sd7 rescheduling

Documents

demand sales orders

planned orders

open incoming orders

availabilityatp sales

demand delivery dates

sales documents

production schedule

customer promise dates