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CUARTO CURSO
Exercise Objectives
After completing this exercise, you will be able to:
• Perform an availability check in the sales order dialog
• Evaluate the effects of the "Fix date" switch
Business Example
Pumps with material number R-F1## (## denotes your group number) are produced in plant 1000.
Perform an availability check from a sales order and interpret the results.
Task 1:
A sales employee enters a sales order for the pump (material R-F1##, plant 1000):
1. In Sales and Distribution, navigate to Sales and call the transaction for creating a sales order.
The order is a standard order (order type OR). Enter the following organizational data:
Sales Organization: 1000
Distribution Channel: 10
Division: 00
Sales Office: 1000
Choose Enter to call the standard order overview screen and enter the following data here:
Sold-to party: 1000
Ship-to party: 1000
PO number: Sub_## (## = group number)
Required delivery date: 3 days later than the first VSE planned independent requirement for material R-F1## in plant 1000.
Material: R-F1##
Order quantity: Quantity of the VSE previous planned independent requirement + 3 pc.
Choose Enter to confirm your entries and, if necessary, confirm the information message with Enter.
2. The system displays the results of the availability check performed in the background in a new window (if the window does not appear automatically, you can call it yourself from the sales order using the the seventh pushbutton from the left at the bottom of the screen).
Interpret the information. Differentiate in particular between the data provided for material staging and delivery.
Is it possible to confirm the complete required delivery quantity with a one-time delivery on the required delivery date?
___________________________________________________
Are there any alternatives?
___________________________________________________
___________________________________________________
___________________________________________________
Do not exit from this dialog.
3. To interpret the situation, open another session and call the stocks/requirements list for material R-F1##, plant 1000.
Give a reason for the result of the previous availability check on the basis of the quantity and scheduling situation. What type of planning is this?
_____________________________________________________
_____________________________________________________
4. Were new procurement elements generated through the availability check?
_____________________________________________________
Do not exit the stock/requirements list.
5. In the first session (check dialog), ensure that the Fix date indicator is not set. Call the F1 help for this field.
With this setting, will a sales order appear with the required delivery quantity or the confirmed quantity in the stock/requirements list?
______________________________________________________
In the check dialog, choose Complete Delivery and then save the sales order.
6. In the second session, refresh the stock/requirements list for R-F1##, plant 1000 (F6 key). What quantity does the sales order return?
______________________________________________________
______________________________________________________
Task 2:
The customer cancels their sales order without warning.
1. Go to change mode for the sales order that you have just entered. The easiest way to do this is to double-click the sales order in the stock/requirements list.
Make a note of the sales order number from the stock/requirements list here:
__________________________________________________
Follow the menu path: Sales Document → Delete and confirm and save your change.
Note: You can use this simple deletion method here because there are no follow-on documents.
2. After this deletion, are the quantities originally used in the confirmation available for other sales orders?
___________________________________________________
Solution 7: Availability Check for Sales Order
Task 1:
A sales employee enters a sales order for the pump (material R-F1##, plant 1000):
1. In Sales and Distribution, navigate to Sales and call the transaction for creating a sales order.
The order is a standard order (order type OR). Enter the following organizational data:
Sales Organization: 1000
Distribution Channel: 10
Division: 00
Sales Office: 1000
Choose Enter to call the standard order overview screen and enter the following data here:
Sold-to party: 1000
Ship-to party: 1000
PO number: Sub_## (## = group number)
Required delivery date: 3 days later than the first VSE planned independent requirement for material R-F1## in plant 1000.
Material: R-F1##
Order quantity: Quantity of the VSE previous planned independent requirement + 3 pc.
Choose Enter to confirm your entries and, if necessary, confirm the information message with Enter.
a) Menu path: ECC Logistics → Sales and Distribution → Sales → Order
→ Create
2. The system displays the results of the availability check performed in the background in a new window (if the window does not appear automatically, you can call it yourself from the sales order using the the seventh pushbutton from the left at the bottom of the screen).
Interpret the information. Differentiate in particular between the data provided for material staging and delivery.
Is it possible to confirm the complete required delivery quantity with a one-time delivery on the required delivery date?
___________________________________________________
Are there any alternatives?
___________________________________________________
___________________________________________________
___________________________________________________
Do not exit from this dialog.
a) On-time requirement coverage: This varies. An on-time staging of the required delivery quantity is generally not possible. Only some of the required pumps can be confirmed on the required date.
Alternatives: This varies. In general, the system provides a delivery proposal (partial deliveries according to availability) or it proposes a complete delivery when all the stock is available.
3. To interpret the situation, open another session and call the stocks/requirements list for material R-F1##, plant 1000.
Give a reason for the result of the previous availability check on the basis of the quantity and scheduling situation. What type of planning is this?
_____________________________________________________
_____________________________________________________
a) Menu path: ECC Logistics → Production → MRP → Evaluations → Stock/Requirements List
Reason: This scenario describes planning without final assembly.
An availability check with ATP (against stocks and receipts) would not be very relevant here since the receipt elements are restricted to VP/IndR planned orders, which by definition cannot be used for production. In this case, checks are also carried out against consumption with planning. This is set in the customer requirements class.
The first planned independent requirement within the planning segment, which is found using backward consumption cannot completely consume the sales order. Therefore, due to consumption mode 2, in the material master, forward consumption is used to search for late planned independent requirements.
4. Were new procurement elements generated through the availability check?
_____________________________________________________
Do not exit the stock/requirements list.
a) Have new procurement elements been generated? No. The planned orders for material R-F1## result from previous multi-level requirements planning (from the last exercise). The availability check in ECC does not itself generate new requirement coverage elements.
5. In the first session (check dialog), ensure that the Fix date indicator is not set. Call the F1 help for this field.
With this setting, will a sales order appear with the required delivery quantity or the confirmed quantity in the stock/requirements list?
______________________________________________________
In the check dialog, choose Complete Delivery and then save the sales order.
a) Sales order quantity: The system displays a sales order using the required delivery quantity and not the confirmed quantity.
6. In the second session, refresh the stock/requirements list for R-F1##, plant 1000 (F6 key). What quantity does the sales order return?
______________________________________________________
______________________________________________________
a) Stock/requirements list: The sales order returns the required delivery quantity.
Task 2:
The customer cancels their sales order without warning.
1. Go to change mode for the sales order that you have just entered. The easiest way to do this is to double-click the sales order in the stock/requirements list.
Make a note of the sales order number from the stock/requirements list here:
__________________________________________________
Follow the menu path: Sales Document → Delete and confirm and save your change.
Note: You can use this simple deletion method here because there are no follow-on documents.
a) Sales order number: This varies
2. After this deletion, are the quantities originally used in the confirmation available for other sales orders?
___________________________________________________
a) You delete the order: Yes, after the deletion, the confirmed quantities are released again.
Lesson Summary
You should now be able to:
• Use the availability check
Unit Summary
You should now be able to:
• Use the planning strategy
• Explain the interplay between planned independent requirements and customer requirements
• Use planning strategies for make-to-stock production
• Use planning strategies for make-to-order production
• Explain assembly processing
• Make demand management settings
• Make an adjustment and reduce requirements
• Use the availability check