Availability Check and Transfer of Requirements

Configuration Steps

Define Rquirement Classes

ID SD_BF_

Title Define Rquirement Classes

Client 100 - Golden Master

Release Id Enterprise Version 4.7, IS - Oil for 4.7
Menu path SPRO>Sales and Distribution>Basic Functions>Availability Check and
Transfer of Requirements>Transfer of Requirements>Define Requirement
Classes

Configuration 1. Use the menu path or the transaction code to reach the screen.
Description 2. Double click on Define Account Determination Procedure.
3. Click on New Entries/Copy As button and enter Pricing Procedure
and Description.
4. Select Procedure and Click on Control Data in Dialogue Structure
field.
5. Enter Condition Type and Requirement.
6. SAVE your data.
Required Fields Condition Type, Requirement, Procedure and Description
Configuration Procedure, Condition Type, Billing Types.
Prerequisites
Configuration Define your account determination procedures and allocate them to the billing
Rationale types.
In an account determination procedure, you define the sequence in which the
SAP System should read the account determination types used for revenue
account determination.
You allocate the account determination procedures to the billing types for
which a corresponding account determination is to be carried out.
 Define Rquirement Types
ID SD_BF_

Title Define Requirement Types

Client 100 - Golden Master

Release Id Enterprise Version 4.7, IS - Oil for 4.7
Menu path SPRO>Sales and Distribution>Basic Functions>Availability Check and
Transfer of Requirements>Transfer of Requirements>Define Requirement
Types

Configuration 1. Follow menu path to reach the transaction

Description 2. Press new entries
3. Maintain required fields like ReqTyp, ReqClass
4. Save the document
Required Fields None

Configuration All prerequisites for partner should be maintained.

Prerequisites
Configuration
Rationale

Determination of Requirement Types Using Transaction

ID SD_BF_

Title Determination of Requirement Types Using Transaction

Client 100 - Golden Master

Release Id Enterprise Version 4.7, IS - Oil for 4.7
Menu path SPRO>Sales and Distribution>Basic Functions>Availability Check and
Transfer of Requirements>Transfer of Requirements>Determination of
Requirement Types Using Transaction

Configuration 1. Use menu path to reach the step

Description 2. Fields like Item Category, Rq. Type, Qty and types are maintained.
3. Save the document
Required Fields None

Configuration All documents relating to transfer should have been created.

 Prerequisites
Configuration
Rationale

Define Procedure for Each Schedule Line Category

ID SD_BF_

Title Define Procedure for Each Schedule Line Category

Client 100 - Golden Master

Release Id Enterprise Version 4.7, IS - Oil for 4.7
Menu path SPRO>Sales and Distribution>Basic Functions>Availability Check and
Transfer of Requirements>Transfer of Requirements>Define Procedure for
Each Schedule Line Category

Configuration 1. Follow menu path to reach the transaction

Description 2. Press new entries
3. Maintain required fields
4. Save the document
Required Fields None

Configuration All prerequisites for partner should be maintained.

Prerequisites
Configuration
Rationale

Block Quantity Confirmation In Delivery Blocks

ID SD_BF_

Title Block Quantity Confirmation In Delivery Blocks

Client 100 - Golden Master

Release Id Enterprise Version 4.7, IS - Oil for 4.7
Menu path SPRO>Sales and Distribution>Basic Functions>Availability Check and
Transfer of Requirements>Transfer of Requirements>Block Quantity
Confirmation In Delivery Blocks

Configuration 1. Use the menu path to reach the transaction.

Description 2. A table with two selections will be displayed as a) Deliveries: Blocking
reasons/criteria, b) Reasons for scopes of deliveries block
3. After selection in new entries field we should check for the check field
boxes and also for delivery block description
Required Fields None
Configuration All required documents should have been created before beginning the
Prerequisites transaction
Configuration
Rationale

AVAILABILITY CHECK

ID SD_BF_

Title Define Checking groups

Client 100
Release Id
Menupath SPRO>Sales and Distribution>Basic functions>Availability Check and
transfer of requirements>Availability Check>Availability Check with ATP
Logic or against planning>Define Checking groups
Transaction Code

Configuration 1.On the customizing screen follow the menu path given above.
Description 2.Maintain No check in the change view “ Availability check control”
overview screen.
Required Fields None

Configuration
Prerequisites
Configuration
Rationale

ID SD_BF_

Title Define checking groups default value

Client 100
Release Id
Menupath SPRO>Sales and Distribution>Basic functions>Availability Check and
transfer of requirements>Availability Check>Availability Check with ATP
Logic or against planning>Define Checking groups default value
Transaction Code

Configuration 1.On the customizing screen follow the menu path given above.
Description 2.Maintain relevant fields in new entries
 3.save and exit.

Required Fields 1.Plant

2.Material
Configuration
Prerequisites
Configuration
Rationale

ID SD_BF_

Title Carry out control for availability Check

Client 100
Release Id
Menupath SPRO>Sales and Distribution>Basic functions>Availability Check and
transfer of requirements>Availability Check>Availability Check with ATP
Logic or against planning>Carry out control for availability Check
Transaction Code

Configuration 1.On the customizing screen follow the menu path given above.
Description 2.Maintain relevant fields in new entries
3.save and exit.

Required Fields 1.Availability Check

2.Inward outward movements
3. Include safety stock

Configuration
Prerequisites
Configuration
Rationale

ID SD_BF_

Title Define procedure by requirement class

Client 100
Release Id

Menupath SPRO>Sales and Distribution>Basic functions>Availability Check and

transfer of requirements>Availability Check>Availability Check with ATP
Logic or against planning>Define procedure by requirement class.
Transaction Code

Configuration 1.On the customizing screen follow the menu path given above.
Description 2.Maintain relevant fields in the “ change view availability and transfer of
requirements by Req.type “
3.save and exit.

Required Fields 1.Availability check

2. Requirement
Configuration
Prerequisites
Configuration
Rationale

ID SD_BF_

Title Define procedure for each schedule line category

Client 100
Release Id

Menupath SPRO>Sales and Distribution>Basic functions>Availability Check and

transfer of requirements>Availability Check>Availability Check with ATP
Logic or against planning>Define procedure for each schedule line category
Transaction Code

Configuration 1.On the customizing screen follow the menu path given above.
Description 2.Maintain relevant fields in the change view “ Rel. Requirements and
Availability for schedule line category
3.save and exit.

Required Fields 1.Availability check

2. Requirement
Configuration
Prerequisites
Configuration
Rationale

ID SD_BF_

Title Determine procedure for each delivery item category

Client 100
Release Id

Menupath SPRO>Sales and Distribution>Basic functions>Availability Check and

transfer of requirements>Availability Check>Availability Check with ATP
Logic or against planning>Determine procedure for each delivery item
category
Transaction Code

Configuration 1.On the customizing screen follow the menu path given above.
Description 2.On the change view “ Availability check for each delivery item category”
maintain BLANK in all the relevant Delivery Item Categories.
3.save and exit.

Required Fields 1. Check availabity

Configuration
Prerequisites
Configuration
Rationale
ID SD_BF_

Title Define credit groups

Client 100 – OSCAR GROUP OF COMPANIES

Release Id

Menupath Sales and distributions>>basic functions>>credit management/risk

management>>credit management>>define credit groups
Transaction Code

Configuration 1. Use the above menu path or the T-code to reach the screen.
Description 2. Double click on the Define credit groups
3. Click on new entries
4. enter credit group and document credit group
5. Save the assignments by pressing on the save button
Required Fields Credit group and document credit group

01- credit group for sales order

02- credit group for delivery
03- credit group for goods issue
Configuration
Prerequisites
Configuration
Rationale

ID SD_BF_

Title Assign sales documents and delivery documents

Client 100 – OSCAR GROUP OF COMPANIES

Release Id

Menupath Sales and distributions>>basic functions>>credit management/risk

management>>credit management>>Assign sales documents and delivery
documents
Transaction Code

Configuration 1. Use the above menu path or the T-code to reach the screen.
Description 2. Double click on the assign sales documents and delivery
documents
3. choose credit limit check for order types
4. click on position button
5. Enter sales document type
6. enter check credit and credit group
 7. Follow the same steps for delivery types
8. Save the assignments by pressing on the save button
Required Fields Check Credit and credit group

Check credit limit entries:

Blank- No credit limit check
A - Run simple credit limit check and warning message
B - Run simple credit limit check and error message
C - Run simple credit limit check and delivery block
D - Credit management: automatic credit control
Configuration Credit group
Prerequisites
Configuration
Rationale

ID SD_BF_

Title Define automatic credit control

Client 100 – OSCAR GROUP OF COMPANIES

Release Id

Menupath Sales and distributions>>basic functions>>credit management/risk

management>>credit management>>define automatic credit control
Transaction Code

Configuration 1. Use the above menu path or the T-code to reach the screen.
Description 2. Double click on the Define automatic credit control
3. Click on new entries
4. enter credit control area, risk category, credit group and credit
control
5. Maintain relevant fields
6. Save the assignments by pressing on the save button
Required Fields Currency, credit update, document controlling, checks like static, dynamic,
document value, Horizon, critical fields, open items, oldest open items, next
review date, high dunning level, , open deliveries
Configuration
Prerequisites
Configuration
Rationale

ID SD_BF_
Title Simple credit limit check

Client 100 – OSCAR GROUP OF COMPANIES

Release Id

Menupath Sales and distributions>>basic functions>>credit management/risk

management>>simple credit limit check
Transaction Code

Configuration 1. Use the above menu path or the T-code to reach the screen.
Description 2. Double click on the simple credit limit check
3. Click on position button
4. Enter sales document type
5. enter check credit and credit group
6. Save the assignments by pressing on the save button
Required Fields Credit group and document credit group
Configuration
Prerequisites
Configuration
Rationale