4. Desarrollo de módulos
4.11 Módulo profesional: Formación en centros de tra- tra-bajo
Exercise Objectives
After completing this exercise, you will be able to:
• Configure the ATP check for stock transfers, material reservations, and goods issue postings
• Interpret the results of the ATP check in Materials Management
Business Example
To provide consistent and reliable supplier confirmations that correspond to Sales and Distribution, you want to use the ATP check for plant-to-plant stock transfers. When you create the stock transport order, availability is to be checked in the supplying plant. The stock transfer requirement is also to be “reserved” in the supplying plant. In addition, the stock transport order is to be included in the ATP quantity calculation in the receiving plant as a planned receipt. When you enter material reservations, you also want to include sales and stock transfer requirements that have already been confirmed, or you want to include confirmed material reservations in the ATP checks in Sales and Distribution. For goods movement postings, you want to use the dynamic availability check along with the static availability check.
Task 1:
Check the stocks of material T-AC3## in your company. You require the material in plant 1400 Stuttgart. Transfer material T-AC3## from plant 1200 Dresden to Stuttgart.
1. Call the stock overview for material T-AC3##. How many meters of cable are there in plant 1200 Dresden? What is the stock in plant 1400 Stuttgart? Plant
1200:_______________________________________________________ Plant
1400:_______________________________________________________ 2. Check the cumulated ATP quantity of material T-AC3## in plant 1200
Dresden and assess the ATP situation. To do so, call the “Availability Overview” transaction.
Material T-AC3##
Plant 1200
Checking Rule RP
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1200/Storage
location 0001 One month from today Plant 1200
One month from today Plant 1200/Storage location 0001
3. Since material T-AC3## is required urgently in plant 1400 Stuttgart, you decide to transfer 1,500 meters from plant 1200 Dresden to plant 1400. To do so, create a stock transport order.
Caution: Do not save the stock transport order yet.
Order Type UB
Supplying Plant 1200 Dresden
Purch. Org. 1000
Purch. Group 000
Company Code 1000
Material T-AC3##
PO Quantity 1500
Deliv. Date Today
Plant 1400
Storage Location 0001
4. What is the maximum number of meters of T-AC3## that can be transferred from plant 1200?
________________________________________________________________ 5. How does the system respond if you enter a stock transfer quantity of 3,000
meters for material T-AC3##? Check the schedule line(s) of the order item and interpret the information.
________________________________________________________________
________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 6. Which checking group and rule are used for the ATP check?
________________________________________________________________ ________________________________________________________________ 7. How is the scope of the ATP check defined? Are inbound deliveries and
released requirements taken into account when the cumulated ATP quantity is calculated?
________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 8. Change the PO quantity back to the required 1,500 meters and save the stock
transport order. Make a note of the document number.
________________________________________________________________ 9. Once you have entered the stock transport order, recheck the cumulated ATP
quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. To do so, call the “Availability Overview” transaction.
Material T-AC3##
Plant 1200
Checking Rule RP
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1200/Storage
location 0001
________________________________________________________________ ________________________________________________________________ ________________________________________________________________
10. Now check the cumulated ATP quantity of material T-AC3## in plant 1400 Stuttgart and assess the ATP situation. To do so, call the transaction “Availability Overview”.
Material T-AC3##
Plant 1400
Checking Rule RP
Date Location Cumulated ATP
Quantity
Today Plant 1400
End date of the goods receipt of the stock transport order
Plant 1400
________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 11. Now deliver the stock transport order. Make a note of the outbound delivery
document number. Outbound
delivery:_________________________________________________ 12. Now check the cumulated ATP quantity in plants 1200 and 1400 again.
Interpret the information.
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1400
End date of the goods receipt of the stock transport order
Plant 1400
________________________________________________________________ ________________________________________________________________ ________________________________________________________________
13. Now execute picking and the goods issue posting on the basis of the outbound delivery.
14. Now check the cumulated ATP quantity in plants 1200 and 1400 again. Interpret the information.
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1400
End date of the goods receipt of the stock transport order Plant 1400 ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
Task 2:
Now analyze the Customizing settings for the ATP check for stock transport orders. 1. Check the Customizing settings for the ATP check for the stock transport
order.
Note: Do not change the Customizing settings since the exercises
for all participants are based on this configuration!
In which Customizing table is the checking rule for the ATP check defined as part of stock transport orders?
________________________________________________________________ ________________________________________________________________ 2. On which criteria does the definition of the checking rule depend?
________________________________________________________________ ________________________________________________________________ 3. Check the attribute of the “Rule for Adoption of ATP Results in Purchasing”
field. Which delivery schedule process is active?
________________________________________________________________ ________________________________________________________________
4. Check the “availability check control” for checking group 02 and checking rule RP.
5. In Customizing, where are the “checking rules” defined that are then assigned to the order type and delivery plant?
Task 3:
Familiarize yourself with the dynamic availability check as part of material reservations.
1. First check the Customizing settings of the availability check for material reservations. Which checking rules are used in the availability check when you create and change material reservations?
________________________________________________________________ ________________________________________________________________ 2. Where is the “checking group” that is relevant for the availability check
defined?
3. Examine the checking group of material T-AC4## in plant 1200 Dresden. Checking
group:____________________________________________________ 4. Check the “scope of the check” or the “availability check control” of
checking group 02/checking rule 03.
5. How and where is the dynamic availability check activated for material reservations?
6. Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”.
Dynamic availability check:_________________________________
7. Now create a material reservation for material T-AC4## in plant 1200 Dresden. Do not save the reservation yet.
Base Date Two weeks from today
Movement Type 201 Plant 1200 G/L Account 410000 Cost Center 1000 Material T-AC4## Quantity 1500 SLoc 0001
8. Check the ATP situation. What is the cumulated ATP quantity on the requirement date of the reservation?
________________________________________________________________ ________________________________________________________________ 9. What is the checking group and rule of the ATP check?
________________________________________________________________ ________________________________________________________________ 10. Save the reservation and make a note of the document number.
Reservation:__________________________________________________
Task 4:
Now process the dynamic availability check as part of goods issue postings. 1. Before you post the goods issue for “your” reservation, check the activation
of the dynamic availability check for goods issue postings.
Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”.
Dynamic availability check:__________________________________ 2. Now post the goods issue for “your” reservation from task 2, step 10. Note
Solution 6: ATP Check in Materials
Management
Task 1:
Check the stocks of material T-AC3## in your company. You require the material in plant 1400 Stuttgart. Transfer material T-AC3## from plant 1200 Dresden to Stuttgart.
1. Call the stock overview for material T-AC3##. How many meters of cable are there in plant 1200 Dresden? What is the stock in plant 1400 Stuttgart? Plant
1200:_______________________________________________________ Plant
1400:_______________________________________________________ a) Logistics → Materials Management → Inventory Management →
Environment → Stock → Stock Overview
Material T-AC3##
Program → Execute
Plant 1200: 2,000 meters Plant 1400: 0 meters
2. Check the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. To do so, call the “Availability Overview” transaction.
Material T-AC3##
Plant 1200
Checking Rule RP
Date Location Cumulated ATP Quantity
Today Plant 1200
Today Plant 1200/Storage
location 0001 One month from today Plant 1200
One month from today Plant 1200/Storage location 0001
a) Logistics → Sales and Distribution → Sales → Environment → Availability Overview b) Material T-AC3## Plant 1200 Checking Rule RP Enter c)
Date Location Cumulated ATP
Quantity
Today Plant 1200 2000
Today Plant 1200/Storage
location 0001
2000 One month from
today
Plant 1200 2000
One month from today
Plant 1200/Storage location 0001
2000
The cumulated ATP quantity of material T-AC3## in plant 1200 Dresden, storage location 0001 is 2,000 meters for the current date and in the future. There are no confirmed requirements. There are also no planned receipts for material T-AC3## in plant 1200. As a result, a requirement in plant 1200 can be confirmed in an amount up to 2,000 meters.
3. Since material T-AC3## is required urgently in plant 1400 Stuttgart, you decide to transfer 1,500 meters from plant 1200 Dresden to plant 1400. To do so, create a stock transport order.
Caution: Do not save the stock transport order yet.
Order Type UB
Supplying Plant 1200 Dresden
Purch. Org. 1000
Purch. Group 000
Company Code 1000
Material T-AC3##
PO Quantity 1500
Deliv. Date Today
Plant 1400
Storage Location 0001
a) Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known
Order Type UB
Supplying Plant 1200 Dresden
Purch. Org. 1000
Purch. Group 000
Company Code 1000
Material T-AC3##
PO Quantity 1500
Deliv. Date Today
Plant 1400
Storage Location 0001
Confirm the system message “Can delivery date be met? Realistic delivery date: XX.XX.XXXX” by pressing ENTER.
4. What is the maximum number of meters of T-AC3## that can be transferred from plant 1200?
________________________________________________________________ a) On the Create Purchase Order screen, choose Environment →
Availability. The cumulated ATP quantity of material T-AC3## on the
requirement date is 2,000 meters. As a result, a maximum of 2,000 meters can be confirmed.
5. How does the system respond if you enter a stock transfer quantity of 3,000 meters for material T-AC3##? Check the schedule line(s) of the order item and interpret the information.
________________________________________________________________ ________________________________________________________________ ________________________________________________________________
________________________________________________________________ a) Return to the Create Purchase Order screen. Increase the PO Quantity
of material T-AC3## to 3,000 meters. In the status bar, the system issues the message “Of material T-AC3##, only 2000 M are available on desired date”. In the item detail data, choose the Delivery Schedule tab page.
Delivery Date Today Date specified by the user on which the schedule line quantity is required
Scheduled Quantity 3000 Quantity specified by the user (PO quantity) that is required on the delivery date
Committed Date 31.12.9999 On this date, the complete scheduled quantity specified is available in the delivery plant. December 31, 9999 means that the complete quantity is not available in the future or the system cannot issue a statement about it.
Committed Quantity 2000 Quantity available in the delivery plant on the specified date 6. Which checking group and rule are used for the ATP check?
________________________________________________________________ ________________________________________________________________ a) On the Create Purchase Order screen, choose Environment →
Availability. The Availability Overview screen displays the Checking Group (Avail. Check) 02 and the Checking Rule RP.
7. How is the scope of the ATP check defined? Are inbound deliveries and released requirements taken into account when the cumulated ATP quantity is calculated?
________________________________________________________________
________________________________________________________________ ________________________________________________________________ ________________________________________________________________ a) On the Availability Overview screen, choose Goto → Display Scope of
Check. Alongside other stocks, requirements, and receipts, the scope
of the check contains shipping notifications (inbound deliveries) and released requirements.
8. Change the PO quantity back to the required 1,500 meters and save the stock transport order. Make a note of the document number.
________________________________________________________________ a) Return to the “Create Purchase Order” screen. Change the PO Quantity
to 1500. Choose Purchase Order → Save to save the stock transport order.
9. Once you have entered the stock transport order, recheck the cumulated ATP quantity of material T-AC3## in plant 1200 Dresden and assess the ATP situation. To do so, call the “Availability Overview” transaction.
Material T-AC3##
Plant 1200
Checking Rule RP
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1200/Storage
location 0001
________________________________________________________________ ________________________________________________________________
________________________________________________________________ a) Logistics → Sales and Distribution → Sales → Environment →
Availability Overview Material T-AC3## Plant 1200 Checking Rule RP “Enter” b)
Date Location Cumulated ATP
Quantity
Today Plant 1200 500
Today Plant 1200/Storage
location 0001
2000
The stock transport order (release order) has reduced the cumulated ATP quantity by 1,500 meters.
10. Now check the cumulated ATP quantity of material T-AC3## in plant 1400 Stuttgart and assess the ATP situation. To do so, call the transaction “Availability Overview”.
Material T-AC3##
Plant 1400
Checking Rule RP
Date Location Cumulated ATP
Quantity
Today Plant 1400
End date of the goods receipt of the stock transport order
Plant 1400
________________________________________________________________ ________________________________________________________________
________________________________________________________________ a) Logistics → Sales and Distribution → Sales → Environment →
Availability Overview Material T-AC3## Plant 1400 Checking Rule RP Enter b)
Date Location Cumulated ATP
Quantity
Today Plant 1400 0
End date of the goods receipt of the stock transport order
Plant 1400 1500
From the perspective of plant 1400 Stuttgart, the stock transport order is a planned receipt and therefore increases the cumulated ATP quantity. 11. Now deliver the stock transport order. Make a note of the outbound delivery
document number. Outbound
delivery:_________________________________________________ a) Logistics → Logistics Execution → Outbound Process → Goods Issue
for Outbound Delivery → Outbound Delivery → Create → Collective Processing of Documents Due for Delivery → Purchase Orders
On the Purchase Orders, Fast Display screen, choose the Purchase
Orders tab page. In the Purchasing Document field, enter the document
number of “your” stock transport order (see step 8). Choose Program → Execute.
Select the row with “your” stock transport order and choose
Background to create the outbound delivery.
Call the log for delivery creation and note the document number of the outbound delivery that you just created. To do so, choose Log for
Delivery Creation. In the log, put your cursor on the group no line, then
12. Now check the cumulated ATP quantity in plants 1200 and 1400 again. Interpret the information.
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1400
End date of the goods receipt of the stock transport order
Plant 1400
________________________________________________________________ ________________________________________________________________ ________________________________________________________________ a) Logistics → Sales and Distribution → Sales → Environment →
Availability Overview
Material T-AC3##
Plant 1200, and 1400 in second step
Checking Rule RP
“Choose Enter“”” b)
Date Location Cumulated ATP
Quantity
Today Plant 1200 500
Today Plant 1400 0
End date of the goods receipt of the stock transport order
Plant 1400 1500
The released requirement (stock transport order) in plant 1200 has been converted to an (outbound) delivery. From the perspective of plant 1400 Stuttgart, the stock transport order is a planned receipt and therefore increases the cumulated ATP quantity.
13. Now execute picking and the goods issue posting on the basis of the outbound delivery.
a) To pick the outbound delivery and post the goods issue, call the “Create Transfer Order” transaction.
Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Picking → Create Transfer Order → Single Document
Warehouse Number 012
Delivery “Your” outbound delivery
Activate Item Selected
Foreground/Background Background
Adopt Pick Quantity 2
Confirm your entries with Enter. Picking and the goods issue posting are executed.
14. Now check the cumulated ATP quantity in plants 1200 and 1400 again. Interpret the information.
Date Location Cumulated ATP
Quantity
Today Plant 1200
Today Plant 1400
End date of the goods receipt of the stock transport order
Plant 1400
________________________________________________________________ ________________________________________________________________
________________________________________________________________ a) Logistics → Sales and Distribution → Sales → Environment →
Availability Overview
Material T-AC3##
Plant 1200, and 1400 in second step
Checking Rule RP
“Enter” b)
Date Location Cumulated ATP
Quantity
Today Plant 1200 500
Today Plant 1400 1500
In plant 1200, the delivery requirement has been deleted by the goods issue posting. Since the stock transfer is a “one-step procedure,” the goods issue posting in plant 1200 immediately triggers a goods receipt in plant 1400. The planned purchase order receipt has been deleted and the plant stock has increased.
Task 2:
Now analyze the Customizing settings for the ATP check for stock transport orders. 1. Check the Customizing settings for the ATP check for the stock transport
order.
Note: Do not change the Customizing settings since the exercises
for all participants are based on this configuration!
In which Customizing table is the checking rule for the ATP check defined as part of stock transport orders?
________________________________________________________________ ________________________________________________________________ a) IMG path: Materials Management → Purchasing → Purchase Order
→ Set up Stock Transport Order → Assign Delivery Type and Checking Rule. In the IMG activity “Assign Delivery Type and Checking Rule,”
you specify the checking rule that is used to determine the relevant “checking control” in conjunction with stock transport orders.
2. On which criteria does the definition of the checking rule depend?
________________________________________________________________ ________________________________________________________________ a) Call the IMG activity “Assign Delivery Type and Checking Rule.”
The checking rule is assigned depending on the Document Type and Delivery Plant. On the “Change View “Stock Transfer Data”: Overview” screen, select the row containing Document Type UB and
Delivery Plant 1200. Checking rule RP is assigned to document type
UB and delivery plant 1200.
3. Check the attribute of the “Rule for Adoption of ATP Results in Purchasing” field. Which delivery schedule process is active?
________________________________________________________________ ________________________________________________________________ a) The “Change View “Stock Transfer Data”: Overview” screen contains
the column Av.Ch.Rule. For order type UB and delivery plant 1200, the Av.Ch.Rule field is blank. Therefore, the standard procedure for delivery scheduling is active.
4. Check the “availability check control” for checking group 02 and checking rule RP.
a) IMG path: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Define Checking Rule
Select the row containing checking group 02 and checking rule RP. Choose Goto → Details.
5. In Customizing, where are the “checking rules” defined that are then assigned to the order type and delivery plant?
a) IMG path: Materials Management → Purchasing → Purchase Order → Set up Stock Transport Order → Create Checking Rule
Task 3:
Familiarize yourself with the dynamic availability check as part of material reservations.
1. First check the Customizing settings of the availability check for material reservations. Which checking rules are used in the availability check when you create and change material reservations?
________________________________________________________________ a) IMG: Materials Management → Inventory Management and Physical
Inventory → Reservation → Set Dynamic Availability Check
On the Availability Check: Reservation screen, choose Transaction
Code. Checking rule 03 is assigned to transaction codes MB21 “Create
Reservation” and MB22 “Change Reservation.”
2. Where is the “checking group” that is relevant for the availability check defined?
Answer: The checking group is defined in the material master record. It
can be defined for each plant on the tab pages Sales: General/Plant Data and MRP 3.
3. Examine the checking group of material T-AC4## in plant 1200 Dresden. Checking
group:____________________________________________________ a) Logistics → Sales and Distribution → Master Data → Products →
Material → Trading Goods → Display
Material T-AC4##
Goto → Select View(s)
View Sales: General/Plant Data or
MRP 3
Enter
Plant 1200
Enter
On the Display Material T-AC1## (Trading Goods) screen, choose the tab page Sales: General/Plant or MRP 3 to display the Availability
Check field (checking group).
Checking group for plant 1200: 02
4. Check the “scope of the check” or the “availability check control” of checking group 02/checking rule 03.
a) IMG: Materials Management → Inventory Management and Physical Inventory → Reservation → Set Dynamic Availability Check
On the Availability Check: Reservation screen, choose Define Checking
Rule. On the “Change View “Availability Check Control”: Overview”
screen, select the entry containing checking group 02 and checking rule 03. Once you have selected this row, choose Goto → Details.
5. How and where is the dynamic availability check activated for material reservations?
Answer: The dynamic availability check for material reservations is
activated depending on the movement type of the reservation. In addition, the system response for availability and shortages can also be configured at this level. If the availability check is unsuccessful, does the system issue a warning or error message? Does the system also issue a message if the availability check is successful?
6. Check the activation status of the dynamic availability check for movement type 201 “GI for cost center”.
Dynamic availability check:_________________________________ a) IMG: Materials Management → Inventory Management and Physical
Inventory → Reservation → Set Dynamic Availability Check
On the Availability Check: Reservation screen, choose Movement
Type. On the “Change View “Availability Check Control”: Overview”
screen, select the following entry:
MvT 201 Val Selected Qua Selected S Blank Mvt Blank Rec Blank Cns Blank