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SAP SCM 4.

1 November 2004 English

Building Block Global ATP


Building Block Configuration Guide

SAP AG Neurottstr. 16 69190 Walldorf Germany

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 the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. SAP, R/3, mySAP, mySAP.com, xApps, xApp, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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Building Block Global ATP: Configuration Guide

Icons
Icon Meaning Caution Example Note Recommendation Syntax

Typographic Conventions
Type Style Example text Description Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text EXAMPLE TEXT Emphasized words or phrases in body text, titles of graphics and tables. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Example text

EXAMPLE TEXT Example text <Example text>

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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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Building Block Global ATP: Configuration Guide

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 installed using the corresponding installation or configuration guides for installation.

Preparation

.2.1 Prerequisites
Before you start with the installation, make sure that you have successfully set up the relevant sections of the following building block: Building block Connectivity

Note that the building block Global ATP is not configured all at once. You complete the configuration of the first part, then you need to set up the building block Replication before you can proceed with the second configuration part of Global ATP. Refer to the scenario installation guide and this configuration guide to 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 this Configuration 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 this configuration, that is, for SAP APO or SAP R/3. The configuration role is a special user menu that enables you to comfortably access all transactions required for the configuration from the relevant system. The following roles are available: Technical name ATP_01C ATP_02C Description Configuration Role for Global ATP (SAP R/3) 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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Configuration Part 1 (before Replication)

.3.1 Configuration for SAP R/3


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

3.1.1 .3.1.1.1
Use

Activating the ATP Configuration Defining a Business Transaction

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 Role Menu Transaction Code IMG Path Activating the ATP Configuration SPRO 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 BT Business transaction: Text User action and values Enter the business transaction, e.g. ZAPO Enter the description of the business transaction, e.g. ATP: Business Transaction Comment

3. Save your entry and go back.

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.3.1.1.2
Use

Assigning a Business Transaction to a Sales Order Type

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 Role Menu Transaction Code IMG Path Assign the business transaction to a Sales Order Type SPRO SAP Customizing Implementation Guide Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Availability Check Rule-based Availability Check Assign business transaction to sales order type

2. In the Change View Maintain Sales Order Types: Overview screen, select the table row that 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 Business transaction User action and values Enter the business transaction, e.g. ZAPO Comment

5. Save your entry and go back.

3.1.2
Use

Assigning the Item Category

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 you want 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 Role Menu Transaction Code IMG Path Assigning the Item Category SPRO SAP Customizing Implementation Guide Sales and Distribution Sales Sales Documents Sales Document Item 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 table in this view, make the following entries: Field name SaTy Comment Sales document type Item category group from material master Item usage User entries and values Enter the sales order type you want to use for the ATP check; e.g. OR Enter the item category group of the material to be checked; e.g. NORM APO1 The item usage indicator controls the system reaction when you process a sales document item in a certain context. In the sales order, the usage APO1 determines the item category of the initial sourcing main item. Description

ItCGr

Usg

HLevItCa

Item category of the higherlevel item Default item category

no entry

DfItC

Enter an item category that is not relevant for delivery. You can use the standard item category TAPA. This item category is used to store the original material and quantity in the sales order

If the system informs you that the entry already exists, check the field Item category 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. Choose New entries. 6. In the Customizing table on the New Entries: Details of Added Entries screen, make the following entries: Field name SaTy Comment Sales document type Item category group from material master Item usage User entries and values Use the same sales order type as above; e.g. OR Enter the item category group of the material to be checked; e.g. NORM Description

ItCGr

Usg

APO2

The usage APO2 determines the item

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SAP Best Practices Field name Comment

Building Block Global ATP: Configuration Guide User entries and values Description category of the ATP results from SAP APO.

HLevItCa

Item category of the higherlevel item

Enter the default item category from above, which is not relevant for delivery (e.g. TAPA).

DfItC

Default item Enter the item category you want to use category for your process. The results (e.g. alternative materials or delivery plants) of the ATP-check with SAP APO will have this 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 data replication. Refer to the scenario installation guide to proceed with the next configuration activities.

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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 to use basic Global ATP functions.

4.1.1
Use

Maintaining the Check Mode

The check mode corresponds to the requirements type with requirements class in R/3. The requirements 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 Role Menu Transaction Code IMG Path Maintaining the Check Mode SPRO mySAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise General Settings Maintain Check Mode

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

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4.1.2
Use

Maintaining Check Instructions

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 Role Menu Transaction Code IMG Path Maintaining Check instructions SPRO mySAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise General Settings Maintain Check Instructions

2. In order to define the scope of the check instruction, specify the following values in the Maintain Check Instructions table. Field name Check mode Bus. event (Business event) ProdCheck Product Allocation RBA (Rules-based ATP) Start Immediat. User action and values e.g. 030, 050 e.g. A (Sales Order), B (Delivery) First step Second step (if product allocation should be used) X Availability Check First, Then Rule Evaluation With this option, the system only performs a rules-based check if the original requirement cannot be confirmed in full. Comment

Remaining requirements StartProd. (start production) ATP Alert act. 3. Save your entries.

Create remaining requirements for Source Location Product Choose Availability check only, no production X

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 this point . If you want to use a rules-based ATP Check, proceed to the next section to continue the configuration.

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.4.2 Configuration for Rules-Based ATP Check


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

4.2.1 .4.2.1.1
Use

Activating Rules-Based ATP Customizing Maintaining Field Catalog

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 Role Menu Transaction Code IMG Path Maintaining Field Catalog SPRO mySAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise Rules-Based Availability Check Define Condition Table

2. On the Choose Activity screen, select Maintain Field Catalog (Usage "0"). 3. Choose Choose and confirm the information prompt. User entries and values WERKS KUNNR AUART MATNR VKORG VTWEG Comment Plant Sold-to party Order type Product Sales Organization Distribution Channel

4. Choose New entries and add the following fields: Field name Condition field Condition field Condition field Condition field Condition field Condition field

5. Choose Save and go back.

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.4.2.1.2
Use

Creating Condition Tables

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 Role Menu Transaction Code IMG Path Creating Condition Tables SPRO mySAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise Rules-Based Availability Check 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 the condition 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, select Plant 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
Use

Maintaining the Access Sequence

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 Role Menu Transaction Code IMG Path Maintaining the Access Sequence SPRO mySAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise Rules-Based Availability Check 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 the following entry: Field name AcSq Short Text User action and values Enter the access sequence SCPA Enter the description, e.g. Best Practice Access Sequence Comment

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, and double-click on the Accesses folder in the dialog structure. 6. In the Change View Accesses: Overview screen, choose New entries and make the following entries: AcNo 01 02 03 04 Table 925 930 940 901

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 dialog structure, making sure the fields are properly assigned. Go back to the New entries . On the New Entries: Overview of Added Entries screen after each assignment to select the next entry. 9. Choose Save and go back.

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.4.2.1.4
Use

Maintaining the Condition Type

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 Role Menu Transaction Code IMG Path Maintaining the Condition Type SPRO 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 make the following entries: Field name Ctyp Short Text AcSq User entries and values Enter the condition type SCP1 Enter the description, e.g. Best Practice Type 1 Specify the access sequence SCPA Comment

3. On the same screen, add another entry: Field name Ctyp Short Text AcSq User entries and values Enter the condition type SCP2 Enter the description, e.g. Best Practice Type 2 Specify the access sequence SCPA Comment

4. Choose Save and go back.

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.4.2.1.5
Use

Maintaining a Rule Strategy

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 Role Menu Transaction Code IMG Path Maintaining a Rule Strategy SPRO 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 Strategy Short Text 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 the following entries: Field name Level Cnt. Ctyp User entries and values Enter the level number 10 Enter the counter 0 Enter the condition type SCP1 Comment User entries and values Enter the strategy RS_SCP Enter the short text, e.g. Best Practice Rule Strategy Comment

6. On the same screen, add another entry: Field name Level Cnt. Ctyp User entries and values Enter the level number 20 Enter the counter 0 Enter the condition type SCP2 Comment

7. Choose Save and go back.

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.4.2.1.6
Use

Assigning the Rule Strategy

In this activity, you determine the following activation parameters to determine the rule strategy: technical scenario business transaction action type

Procedure
1. To carry out this activity, choose one of the following navigation options: SAP APO Role Menu Transaction Code IMG Path Assigning the Rule Strategy SPRO 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 and make the following entries: Field name Tech. Scenario Business trans. Action Type Strategy Handling of CP 3. Choose Save. 4. Choose New Entries once again and make the following entries: Field name Tech. Scenario Business trans. Action Type Strategy Handling of CP User entries and values Enter the scenario AA Enter the business transaction ZAPO Enter the action type B Assign the strategy RS_SCP Choose Substitute B stands for Change Comment User entries and values Enter the scenario AA Enter the business transaction ZAPO Enter the action type A Assign the strategy RS_SCP Choose Substitute A stands for Create Comment

5. Choose Save and go back.

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4.2.2 .4.2.2.1
Use

Maintaining the Rules Creating Product Substitution Reasons

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

This activity is optional. The product substitution reason only serves information purposes. If you use CRM for the sales order entry, skip this activity.

Procedure
1. To access the transaction, choose: SAP APO Role Menu Transaction Code SAP Menu Loading Product Substitution Reasons /SAPAPO/RBA04 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 Reason User action and values Enter a number for the substitution reason, e.g. 0001 Comment To avoid problems in the R/3 sales order, we recommend that you use the R/3 substitution reasons (SAP R/3 Customizing Implementation Guide Sales and Distribution Basic Functions Material Determination Define Substitution Reasons) Description Enter a description for the substitution reason, e.g. Not available

6. Save your entries.

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.4.2.2.2
Use

Creating Product Substitution Rules

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

Run this activity only if you want SAP APO to substitute alternative products during 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 Transaction Code SAP Menu Loading Product Substitution Rules /SAPAPO/RBA04 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 the following data on the right screen area: Field name Substitution rule Type User action and values Enter a name for the substitution rule, e.g. SCP01 0 This entry allows to maintain a serial substitution sequence Comment

Product procedure text Product Reason

Enter a short text for the substitution rule Enter the products of your substitution rule Enter a reason for the substitution You can select the reasons maintained in the section above

Selection end

Do not select this checkbox

6. Maintain more products by choosing Enter new Substitution if the product substitution list contains further products. 7. Save your entries.

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.4.2.2.3
Use

Creating Calculation Profiles

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 rulesbased availability check is successfully executed.

Procedure
1. To access the transaction, choose one of the following navigation options: SAP APO Role Menu Transaction Code SAP Menu Loading Calculation Profiles /SAPAPO/RBA04 Advanced Planning and Optimization Master Data Rule Maintenance 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 following data: Field name Calculation Calculation text Allowed delay User action and values Enter a name for the calculation profile, e.g. SCP_D1 Enter a description for the calculation profile, e.g. 1 day delay Enter the number of days delay that are allowed for a product/location substitution, e.g. 1 Enter the number of deliveries that are allowed, e.g. 0 Enter the allowed percentage for overdeliveries, e.g. 0 0 means that an
unlimited number of deliveries is allowed

Comment

Max. no. of partial deliveries Overdelivery 6. Save your entries.

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.4.2.2.4
Use

Defining Activities

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 are carried 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 Transaction Code SAP Menu Defining Activities /SAPAPO/RBA04 Advanced Planning and Optimization Master Data Rule Maintenance 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 following data: Field name Activity Description User action and values Enter a name for the location determination activity, e.g. 0001 Enter a description for the location determination activity, e.g. Check availability only Select Availability check only, no production Comment

Start production 6. Save your entries.

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.4.2.2.5
Use

Defining the Rules Control

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 substitution product, first.

Procedure
1. To access the transaction, choose one of the following navigation options: SAP APO Role Menu Transaction Code SAP Menu Defining the Rules Control /SAPAPO/RBA04 Advanced Planning and Optimization Master Data Rule Maintenance 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 Control Description Product User action and values Enter a name for the rule control, e.g. SCP1 Enter a description for the rule control, e.g. BP Product / Location Substitution Enter an access strategy for the product substitution list, e.g. start from top of list Enter an access strategy for the location substitution list, e.g. start from top of list Enter an access strategy for the location product substitution list, e.g. start from top of list Choose the radio button Select this option if you want to combine the qualified products with all locations Select this option if you want to combine the qualified locations with all products Comment

Location

Loc. Product

Combine qualified product with all locations

Combine qualified location with all products

Choose the radio button

6. Save your entries.

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.4.2.2.6
Use

Defining the Location Determination Procedure

For the location determination procedure, you define a list of locations. During the availability check, 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 locations during 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 location list, it must only contain the location where the available check from SAP CRM has to take place.

Procedure
1. To access the transaction, choose one of the following navigation options: SAP APO Role Menu Transaction Code SAP Menu Defining the Location Determination Procedure /SAPAPO/RBA04 Advanced Planning and Optimization Master Data Rule Maintenance 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 the following data on the right screen area: Field name Determination Type Location procedure text Location Activity User action and values Enter a name for the location determination procedure, e.g. SCP_DC_01 Enter 0, if you want to maintain a substitution chain Enter 3, if you trigger the ATP check by SAP CRM Enter a short text for the location determination, e.g. BP Location Deter. Procedure Enter the location for the ATP check Enter an activity defining how the location is checked Comment

6. Choose Enter and make the following entries in the right screen area: Field name Location Activity User action and values Enter the location for the ATP check Enter an activity defining how the location is checked Comment

7. Choose New substitutions to maintain all additional locations you want to be checked in the location determination procedure. 8. Save your entries.

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.4.2.2.7
Use

Defining a Single Location Product Substitution Rule

You can define a single location product substitution if you want to replace special combinations of location and product by alternative combinations. In this transaction, you maintain 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 Transaction Code SAP Menu Defining a Single Location Product Substitution Rule /SAPAPO/RBA04 Advanced Planning and Optimization Master Data Rule Maintenance 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 Procedure Description User action and values Enter a name for the location product substitution, e.g. SINGLE Enter a long text for the location product substitution Comment

6. Choose Enter and enter the following values in the right screen area: Field name Location Product Substitute location Substitute product Activity Valid from / valid to User action and values Enter a location of the product/location combination to be substituted Enter a product of the product/location combination to be substituted Enter a substitute location for the product/location combination Enter a substitute product for the product/location combination Enter an activity for the product/location substitution Enter the validity of the substitution Select one of the activities you have defined above Comment

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If you want to maintain further location/product substitutions, choose Enter new substitution to add a new combination of location and product and the corresponding substitute location and substitute product. 7. Save your entries.

.4.2.2.8
Use

Maintaining Rules

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

Procedure
1. To access the transaction, choose one of the following navigation options: SAP APO Role Menu Transaction Code SAP Menu Maintaining Rules /SAPAPO/RBA04 Advanced Planning and Optimization Master Data Rule Maintenance 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 Rule Description User action and values Enter a name for the rule, e.g. BP_01 Enter a description for the rule, e.g. BP Prod. / Location Subst. Rule Inclusive Enter a product substitution procedure you have maintained above, e.g. SCP01 Enter a location determination procedure you have maintained above, e.g. SCP_DC_01 Enter a rule control you have maintained above, e.g. SCP3 Enter a calculation profile you have maintained above, e.g. SCP_D1 Optional, you can find this entry on the tab page Product location substitution Optional, you can find this entry on the tab page Product location substitution Comment

Rule type Product substitution procedure Location determination procedure Rule control Calculation profile 4. Save your entries.

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SAP Best Practices

Building Block Global ATP: Configuration Guide

.4.2.2.9
Use

Creating the Rule Determination

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 rule determination for the key combination of distribution channel and sales organization.

Procedure
1. To access the transaction, choose one of the following navigation options: SAP APO Role Menu Transaction Code SAP Menu Creating the Rule Determination /SAPCND/AO11 Advanced Planning and Optimization Master Data Rule Maintenance 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 check via SAP CRM).

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

The required fields for the key combination depend on the chosen selection in the previous step. 5. Save your entries.

If you want the rule to be determined via the order type OR, make an additional entry for order type TA.

Result
You have completed all of the configuration settings that are required for the global rulesbased ATP check.

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