Sales and Distribution

Demand Scheduling / Backorder Processing

Updated === by ===Marty Gangler

Agenda
Role of Demand Scheduler Characteristics of ATP Rescheduling Process Backorder Process

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

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 4 shipments.

Availability Checking

Availability

Characteristics of Avail. Checking

Definition: Systems 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.
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Availability

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)
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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)

Inventory and Availability

SD Available to Promise Capabilities

Inward Movements Replenishm ent

Stock Stock on on Hand Hand

Open Open Purchase Purchase Orders Orders

Open Open Production Production Orders Orders

Stock Stock in in Transit Transit

Firm Firm Planned Planned Orders Orders

Delivery Delivery

Sales Sales Orders Orders

Reserved Reserved Invent. Invent.

Outward Movements
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Time Fence / Lead-time

Stock Requirements List: MD04 Availability Overview: CO09

Availability Overview: Displays

x

the availability situation for a particular material and plant

combination.
Transaction Code CO09 or Icon from within sales order Enter Plant 1W, 2W, 4W, 5W Enter Checking rule A Enter x in the With reqmts box

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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.

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ATP 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

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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 priority 2. Order creation date 3. Document number 4. 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_R2
Picture of previous Execute run. Should print for future reference.

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Update delivery priority in simulation mode. Select the order Select Change document button

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.

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Rescheduling: Execute V_V2 Select plant Leave Simulate Blank! Orders will automatically be updated.

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Rescheduling: Evaluate: V_R2 Displays the results of the rescheduling run in a work list format.

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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.

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Backorder Processing: By Material - CO06

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Backorder Processing: By Material Select the Material Plant Checking rule A

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Backorder Processing: 10 pcs confirmed lead-time

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.

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Backorder Processing: Change to committed quantity. (changed from 30 to 20). Hit Copy Hit Save icon

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Backorder Processing: Select the order you are giving material to. Select the Change confirmation button.

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Backorder Processing: Change to committed quantity. (changed from 0 to 10). Hit Copy Hit Save icon

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.

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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:
1. Delivery priority 2. Order creation date 3. Document number 4. Item number

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Rescheduling Exercise

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

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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.

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Select the printer icon

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Select your area printer. Forward print out to your manager for processing.

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