Availability Check for Stock Transport Order

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Created on April 02, 2014

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Table of content

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 Table of content
1 Availability Check for Stock Transport Order
1.1 Stock Transport Order with Availability Check in the SCM System
1.2 Rescheduling with Availability Check

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 Availability Check for Stock Transport Order

Use
The system runs an availability check in the supplying plant (issuing plant) for stock transport orders.
The checking rules that you define in Customizing determine which stocks (for example, stock in quality inspection and safety stock) and which receipts and
issues (for example, reservations and purchase requisitions) are taken into account in the availability check.
The availability check checks the issuing storage location in stock transport orders by checking the assigned MRP area.

Constraints
In the following cases, no availability check is carried out:
Stock transport requisitions from the planning run
Stock transport requisitions from the conversion of planned orders
Stock transport requisitions from other applications (sales order, production order, or network)
There is no availability check for returns items.
The availability check does not check batch stocks if a batch was entered. This function is not implemented. You may find it helpful to refer to modification
notes 154682 and 350864.

An availability check does not run automatically for subcontracting components, because this may lead to problems downstream.
For more information, see SAP Notes 323991, 184726, 418832, and 208463.

Prerequisites
Before the availability check can run in the supplying plant, the following prerequisites must be fulfilled:

Material master
Checking group
You must enter a checking group for the supplying plant in the Availability check field of the material master (MRP 3 tab page).

Customizing for Purchasing

Checking rule
Create a checking rule for the combination of document type and supplying plant. (Purchasing Set Up Stock Transport Order Assign Delivery Type
and Checking Rule)
Scope of check
Define the scope of check for the combination of checking group (material master) and checking rule (Customizing). (Purchase Order Set Up Stock
Transport Order Define Checking Rule)
Rule for availability check
Define a rule for copying ATP results to purchasing.
This rule controls how the system behaves in material shortage situations, and how the delivery proposal (confirmation proposal) is displayed.
You can control the following factors in Customizing:
Display of results
You define how the system copies results of the availability check to the stock transfer document. In other words, you define how the delivery proposal is
displayed in the delivery schedule line view.
You can choose between the following rules:
One-time delivery (rescheduling: delivery proposal) <blank>
This setting corresponds to the system behavior up to and including SAP ERP Central Component, Release 5.0.
One-time delivery A
Complete delivery B
Delivery proposal C
Selection window for material shortage (batch: one-time delivery) D
Selection window for material shortage (batch: delivery proposal) E
Selection window for material shortage (batch: complete delivery) U
The confirmed quantities can be displayed in two different forms in the schedule lines:
If you have not entered a rule for copying, or if you use the one-time deliver rule, the system displays user want and confirmed quantities in the
same delivery schedule line.
For all other rules, the user want and confirmed quantities are displayed in different delivery schedule lines.

If you change these Customizing settings, existing orders are not converted automatically. The changed setting only takes effect if you change an
affected order. To convert several open orders, you can use rescheduling.
System behavior in case of material shortage
You define how the system behaves if there is a material shortage.
If stocks are not sufficient, the system can react in two ways:
The system shows a dialog box and prompts you to choose between different options.
The system automatically proposes an option (there is no dialog box).

For more information, see SAP Notes 498149 FAQ: Availability check in purchasing and 885177 Stock transfer in purchasing: new schedule line
processing.

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 Features

When is the availability check carried out?

In the Enjoy transactions, when you change MRP-relevant data (for example, quantity, date, supplying plant, or planned delivery time), the system automatically
checks availability.

The system checks the availability of schedule lines on a daily basis.

See Stock Transfer in Purchasing

What is checked, which quantities for which dates?

Quantities
From the point of view of the supplying plant only, the system always checks the open quantity of an item according to the following formula:
Ordered quantity minus maximum of delivered quantity or goods issue quantity
If the order item was created with reference to a purchase requisition, the check ignores the requirements for the purchase requisition, because the order takes
over the requirements for the purchase requisition. The also applies if the purchase requisition was only partially converted.

In the supplying plant, there are 60 pieces of the ordered material. In the purchase requisition, 100 are requested, but only 30 are ordered. If the
purchase requisition with its remaining quantity of 70 were to be counted as a requirement, nothing would be confirmed in the order.

Dates
The date on which availability is checked is calculated from the delivery date minus the planned delivery time from the receiving plant.
If shipment scheduling is activated, the material availability date is used for the check.

Where do I see the result of the availability check?

The schedule lines of the stock transport order contain specific information about the result of the availability check, as well as shipment scheduling and
transportation scheduling, if these are in use.
The result of the availability check is saved in the schedule lines according to the settings selected in Customizing (rule for copying the results of the availability
check).
The differences between individual rules are described below.

One-time delivery (rescheduling: delivery proposal) <blank> and one-time delivery A

These rules have the following features in common:
The availability check only confirms quantities that are available on the desired delivery date.
The availability check includes all order items with the same material and the same account assignment.
If a document contains several items with the same material (and the same supplying plant), all of the items are always checked together. This means that a
change to item 10 can affect the availability of item 20.
User want and confirmation are displayed in the same schedule line.

The user enters the following data:

Delivery date 10/18/2006
Schedule Line Quantity 10
The availability check shows the following availability situation:
Quantity 6 available on 10/18/2006
Quantity 4 available on 10/25/2006
The result of the availability check is displayed in the delivery schedule line view as follows:

Delivery Date Schedule Line Quantity Confirmed Date Confirmed Quantity

10/18/2006 10 10/25/2006 6

These rules differ where rescheduling is concerned:

One-time delivery (rescheduling: delivery proposal) <blank>
Rescheduling adjusts the delivery date requested by the user to the availability situation.
One-time delivery A
Unlike the rule One-time delivery (rescheduling: delivery proposal), rescheduling changes only the confirmed date and confirmed quantity, not the
user want.

Complete delivery B, delivery proposal C, and rules for material shortage (rules D, E, and U)
These rules have the following features in common:
The availability check only checks the order item in question.
Rescheduling changes only confirmed dates and quantities.
User want and confirmation are displayed in different schedule lines.
Complete delivery B
The availability check confirms only the total requested quantity on the date of its complete availability.
If the requested quantity is not completely available at any point in time, no quantity is confirmed.

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 According to the complete delivery rule (rule B), the result (described above) of the availability check is displayed in the delivery schedule line
view as follows:

Delivery Date Schedule Line Quantity Confirmed Date Confirmed Quantity

10/18/2006 10 10/25/2006

10/25/2006 10/25/2006 10

Delivery proposal C
The availability check confirms the quantities on the date of their availability. Partial quantities can be confirmed on different dates.

According to the delivery proposal rule (rule C), the result (described above) of the availability check is displayed in the delivery schedule line
view as follows:

Delivery Date Schedule Line Quantity Confirmed Date Confirmed Quantity

10/18/2006 10 10/25/2006

10/18/2006 10/18/2006 6

10/25/2006 10/25/2006 4

Rules for material shortage (rules D, E, and U)

In case of a material shortage, the system shows a dialog box and prompts you to choose between different options.
If purchase order processing is in the background, the following rules lead to the following system behavior:
Rule D: Selection window for material shortage (batch: one-time delivery)
If purchase order processing is in the background, the availability check only shows the quantities that are available on the given delivery date, as for
rule A (one-time delivery).
Rule E: Selection window for material shortage (batch: delivery proposal)
If purchase order processing is in the background, the availability check confirms quantities on the date on which they are available, as for rule C
(delivery proposal).
Rule U: Selection window for material shortage (batch: complete delivery)
If purchase order processing is in the background, the availability check confirms the total given quantity on the date on which it is available, as for rule
B (complete delivery).

If the system cannot confirm the total quantity (for example, if the check does not take replenishment lead time into account), the date is changed
to 21/31/9999.
If the complete desired quantity is not available on the desired date, you see message 06 450, which you can define in Customizing as a warning
message or an error message.

For more information, see SAP Note 885177 Stock transfer in purchasing: new schedule line processing.

Activities
You can run the availability check manually in stock transport orders (and in stock transport requisitions). To do this, choose Check Availability.

For more information about the availability check in inventory management, see Availability Check.

For more information about the availability check in shipping, see Working with the Availability Check in Shipping.

Stock Transport Order with Availability Check in the SCM System

Use
For stock transfer documents (order, requisition, and scheduling agreement), an availability check can run in the connected SCM system.
The availability check in the SCM system (ATP Check) also allows you to use product substitution in SAP Supply Chain Management (SAP SCM).

Prerequisites

ATP Check in the SCM System

The availability check in the connected SCM system presupposes an active integration model for the combination of material and plant.
For more information, see the SAP Library under SAP Advanced Planning and Optimization (SAP APO) Integration via APO Core Interface (CIF).

ATP Check with Product Substitution (as of SAP SCM 5.0)

If you want to use product substitution for stock transport orders in the SCM system, the following prerequisites must be fulfilled:

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 ERP System
In Customizing for Purchasing under Purchase Order Set up Stock Transport Order Assign Delivery Type and Checking Rule:
You have selected the following rule as the Rule for Adoption of ATP Results in Purchasing: B, C, D, E, or U.
In the ATP: Profile at Requirements Level for APO field, you have maintained a requirements profile, or you use master data for product
interchangeability.
The rule-based ATP check with product substitution is only possible in the Enjoy order (for example, ME21N).
SCM System
In Customizing and the master data, define the ATP check for the products involved.
You can use the following procedures:
Material substitution with interchangeability master data
Material substitution within the rules-based ATP check
For the combination of material and plant of the requested material and the replacement material, there is an integration model that includes the
availability check in the SCM system.
For more information, see SAP Note 909128 ME21N Stock transport orders with ATP with material substitution.

Features

Availability Check (Order, Requisition, and Scheduling Agreement)

For stock transfer documents, an availability check runs in the connected SCM system. In addition, the availability overview from the SCM system is displayed.
This applies to both Enjoy transactions and the "old" transactions.
See Stock Transfer in Purchasing

Availability Check with Product Substitution (ME21N Only)

In the availability check in the SCM system, you can use product substitution with master data for interchangeability or with a rule-based ATP check. You can
use this function in intra-company-code and cross-company-code stock transfers.
If the requested quantity of a material is not available, the availability check can cover the requirement with replacement materials. For each replacement
material, a subitem is created in the stock transport order. In the schedule lines of the subitems, the quantities and dates for which the replacement material is
available are shown.

From a technical point of view, the requirement is now at subitem level. If the system has created subitems, it sets the main item to statistical.
If there is a new availability check, the original want (material, quantities, and dates) of the main item is checked again. The subitems are adjusted to the new
availability situation according to the check.

Remaining quantities
In certain situations, the requested quantity cannot be completely confirmed with the replacement materials. For this reason, define in Customizing of the SCM
system how the system should react.
We recommend a setting whereby the sums of the requested quantities of the subitems are always the same as the requested quantities at main item level.
For example, a subitem can be created for the remaining quantity with the original material (without confirmations). In this way, the original want can be taken into
account by planning in its entirety (planning ignores statistical main items).

Downstream functions
Delivery creation, goods issue in the issuing plant, and goods receipt in the receiving plant always refer to the subitems with the substituted materials.
The quantities of downstream documents are assigned to the subitems and read in subsequent availability checks. They reduce the requirement quantity when
the main item is checked.

Monitoring the procurement process

In the ERP system, you can monitor the procurement process and the availability situation in the Stock/Requirements List (MD04) and the Availability Overview
(CO09).
In the SCM system, you can use the product view (/SAPAPO/RRP3).
Rescheduling (backorder processing) in the SCM system can also check stock transport orders with material substitution.

Note the following constraints:

This function is only available in the Enjoy order (ME21N, ME22N, ME23N.
This function is not available for stock transport scheduling agreements or stock transport requisitions.
Location determination is not possible for stock transport orders.
If the checked item has a reference to a contract or a quota arrangement, no subitems can be created. In this case, an ATP check runs without
product substitution.
Quantities and dates can only be changed in the main item that contains the original want. The availability check always runs at main item level.
The subitems are adjusted according to the result of the check.
Rescheduling in the ERP system (transaction V_V2) does not support material substitution.
For more information, see SAP Library, SAP Advanced Planning and Optimization (SAP APO) Global Available to Promise (Global ATP) Advanced

Availability Check Methods Rules-Based Availability Check Rules-Based ATP (SAP R/3 and SAP APO).

Global Available to Promise with Requirement Priority (ME21N Only)

The requirement priority can be included in the availability check in the SCM system in the reassignment of order acknowledgements.
This allows a confirmed quantity of a document with low priority to be assigned to a document with a higher priority.

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 For more information, see Requirement Prioritization and SAP Library SAP Supply Chain Management (SAP SCM), SAP Advanced Planning and
Optimization (SAP APO) Global Available to Promise (Global ATP) Event-Driven Quantity Assignment Reassignment of Order Confirmations.

Product Allocation
For more information about the SCM availability check with product allocation for stock transport orders, see SAP Note 600883 ME21N Availability check with
product allocation in APO.

Rescheduling with Availability Check

Use
You can run rescheduling for stock transport orders for which an availability check is carried out in the ERP system or SCM system (backorder processing).

Rescheduling includes and generates change documents for stock transport requisitions and stock transport scheduling agreements.
For more information, see the documentation for Rescheduling of Sales Documents and Stock Transfer Documents (transaction V_V2, report
SDV03V02).

Integration
Rescheduling in the ERP system does not support the product allocation check.
A check with product allocation is only possible in the SCM system. A material that is checked in the SCM system is excluded from scheduling in the ERP
system.
For these materials, you should use backorder processing in the SCM system, which also supports the product allocation check for stock transport orders.

Prerequisites
Purchase orders on hold are read, but are not rescheduled. This means that the dates in purchase orders on hold are not changed by rescheduling.

Features
The system behavior for rescheduling depends on the rules for copying the results of the availability check. (See Availability Check for Stock Transport Orders)
You use the rules to define how the delivery proposal is shown in the schedule line view of the stock transfer document:
If you use the One-time delivery (rescheduling: delivery proposal) rule, the system adjusts the desired delivery date and the desired schedule line quantity to
the availability situation. This rule corresponds to the system behavior up to and including SAP ECC 5.0.

The result of the last availability check is an under-confirmation.

Delivery Date Schedule Line Quantity Confirmed Date Confirmed Quantity

10/18/2006 10 12/31/9999 5

Rescheduling results in a changed availability situation:

This result is copied to the schedule line view, and the original date requested by the user is lost:

Delivery Date Schedule Line Quantity Confirmed Date Confirmed Quantity

10/18/2006 6 10/18/2006 6

10/25/2006 4 10/25/2006 4

If you use the rules One-time delivery (A), Complete delivery (B), Delivery proposal (C), Selection window in case of material shortage (batch: one-time
delivery) (D), Selection window in case of material shortage (batch: delivery proposal) (E), or Selection window in case of material shortage (batch: complete
delivery) (U), the quantities and dates requested by the user remain.

The result of the last availability check is an under-confirmation.

Delivery Date Schedule Line Quantity Confirmed Date Confirmed Quantity

10/18/2006 10 12/31/9999 5

Rescheduling results in a changed availability situation:

The result according to rule A (one-time delivery) is copied to the schedule line view as follows:

Delivery Date Schedule Line Quantity Confirmed Date Confirmed Quantity

10/18/2006 10 10/25/2006 6

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 The result according to rule A (one-time delivery) is copied to the schedule line view as follows:

Delivery Date Schedule Line Quantity Confirmed Date Confirmed Quantity

10/18/2006 10 10/25/2006

10/25/2006 10/25/2006 10

The result according to rule C (delivery proposal) is copied to the schedule line view by inserting an additional line, as follows:

Delivery Date Schedule Line Quantity Confirmed Date Confirmed Quantity

10/18/2006 10 10/25/2006

10/18/2006 10/18/2006 6

10/25/2006 10/25/2006 4

Activities
You will find rescheduling in the menu under Logistics Sales and Distribution Sales Backorders Rescheduling Execute.
System behavior for rules A-E and U ("new schedule line processing):
You can only run rescheduling for stock transport orders at item level, not at schedule line level. In other words, the system only schedules all of the schedule
lines in an order item together.
System behavior for rule BLANK:
You can run rescheduling for stock transport orders at item level and at schedule line level. Note that the result of rescheduling is copied to the schedule line
view, and the original date requested by the user is lost:
For more information, see SAP Note 821739 FAQ: Rescheduling Transaction (V_V2) in Purchasing.

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