Availability Check Configuration Availability check is carried out in different transactions like Sales order creation, delivery creation, Purchase order creation, goods issue and also in production order. The point to be noted here is everywhere the availability check is carried out using two basic elements. 1. Checking rule 2. Checking group Now let us understand these two important elements. Checking Rule Checking rule is transaction based, i.e. In STD SAP system, if you are creating the sales order, then it is A, if delivery then it is B, if you are creating/releasing production order, then it is PP. This is almost fixed. What is the use of this as a single element it does not have any meaning, but with checking group. Checking group Checking group is the one what you assign in material master at plant level, i.e. for different plant and for the same material or for same plant different material there can be a different checking group. This is assigned in material master in MRP3 view, as a signal element it may not have much meaning except that it may be used for checking at which level - group level or individual level and quantities confirmed in the availability check are to be locked or not. Combination of Checking rule and checking group will define the scope of check In scope of check you will be defining all control parameters in t-code OVZ9 Checking group you have defined in MMR as 01 and system is checking with checking rule A as it is a sales order you have created Hence the system takes the said combination Checking rules are predefined in SAP. Checking Rule A for Sale Order and B for Delivery is pre defined in SAP and based on the availability check what you maintain in material master, checking rule will react in sale order. 'A' refers to Sales Order and Availability check Rule determined in '01'. IMG - SD - Basic Funtions - Availability Check and Transfer of Requirements - Availability Check - Select the required Option for Rule Based Availablity Check or Others availability check tab. You also specify whether the check should be carried out including or excluding replenishment lead time. The individual checking rules define by transaction. It is proposed in the material master record on the basis of the material type and the plant. It is specified in MMR in MRP3 screen. can be classified as non-critical parts as far as procurement is concerned. In addition. which kinds of stocks and inward ± outward movement(receipts and issues) of goods should be taken into account for the availability check. if necessary.Types of Availability Check in Sales and Distribution ProcessingThere are three types of availability check: _ Check on the basis of the ATP quantities _ Check against product allocation _ Check against planning The following SD-specific control features need to be maintained in Customizing: _ Checking group The checking group controls whether the system is to create individual or collective requirements in sales and shipping processing. a material block for the availability check with transfer of requirements can be set here. _ Schedule line category . _ Checking Rule You use the checking rule to control the scope of the availability check for each transaction in sales and distribution. This option was created especially for the assembly order so that when the bill of material is exploded in the assembly order. The checking group specifies in combination with the checking rule the scope of the availability check. The checking group can also be used to deactivate the availability check. the individual components. and copied into the sales and distribution documents. requirements planning strategy and requirements consumption strategy. In addition. Prerequisites An availability check can only be carried out if the following prerequisites have been fulfilled: _ The control elements described above for the availability check must be maintained in Customizing for Sales and the relevant assignments made to the sales transactions _ The availability check must be switched on at requirements class level and ± for theavailability check in the sales documents ± at schedule line category level . _ Delivery item category The delivery item category can be used to control whether an availability check takes place in deliveries. The requirements type refers to the requirements class and its control features. The possible settings for this at schedule line level are dependent on the settings in the requirements class which is determined from the requirements type of the material.You can control with the schedule line category whether an availability check and transfer of requirements should be carried out in the sales documents. it is specified at a global level whether an availability check is to take place for the material in the sales and distribution documents on the basis of the ATP quantity (ATP = available to promise) and whether requirements are to be passed on. Replenishment lead time is only included in the check performed on the basis of the ATP quantity. it is assigned to requirement class. _ Requirements Class The requirements class contains all control features for planning such as relevance for planning. Requirements type The various requirements are identified by their requirements type. A finer degree of control can be obtained for sales documents using the schedule line category. It can either be proposed from the customer or material master record or can be entered manually in the document. The No Check indicator is used when u want a material to not be relevant for an ATP check. However should no entry exist for the checking group in the material master record. The TOR aims to ensure the ordered materials are available for the requested delivery date. Defining a material block for other users. The Block checkbox is an indicator that enables u to block the particular material from being checked for availability if it is already being checked at the same time by another user. . The schedule lines in the sales order transfer the requirements through to MRP. These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sd transaction. The carry out control for the availability check must be maintained for both the sales order and delivery. TOR IMG à SD à Basic fncs à Availability check and TOR à TOR A line item in the sales order creates a schedule line. Column 5. u tell the system what stock on hand and what inward and outward movements of stock it must take into account when performing the availability check. For ex.A requirements type must exist by which the requirements class can be found _ A plant must be defined. set this block if u want several users to be able to process the material simultaneously in different transactions without blocking each other._ A checking group must be defined in the material master record on the Sales/plant data screen in the Availability check field Configuring entries of the Availability CheckIMGàSDàBasic fncsàAvailability check and TORàAvailability checkàAvailability check with ATP logic or against planningàDefine checking groups You can use SAP std checking groups of 01 for summarized reqts or 02 for daily reqts or u can create ur own. The TOR can be set for individual or for collective requirements (materials masteràsales/plant view). The columns total sales and total deliveries are selection options whereby u can configure a checking rule to sum up reqts to post to MRP either individually or by day or week. You can select the docs on which you want the TOR to happen. In this section.Defining the default value for checking groups. one can set a default value per material type and plant. Controlling the availability check. Block qty. not for quotations. 4) The TOR and Availability check can be selected/de-selected at the schedule line category level. Stock requirements list = MD04 à sd no or dly no. The checking group determines whether and how the system checks the stock availability and generates requirements for material planning. The checking group defines what type of . schedule line category should be switched on at TOR. requirements class. checking group and schedule line category. 1 or 2. a few criteria need to be met: Plant assigned to line item level. It is based on the item category and the MRP type of the material. Can select source as 0. 2) Define the reqts types. 1.The TOR is dependent on the following data: The reqts type. 2. then plant followed by storage location. 6) Maintain requirements for TOR. You can select an alternative search strategy where u assign the reqts type to item category and MRP type. sd doc no. line item. This is used to block the reservation of the TOR from MRP. (1 = Item type and MRP type strategy). item no. The reqts type and class are determined in the strategy group (material masteràMRP3) For TOR to be carried out. TOR must be switched on at the reqts class level. 5) Block qty confirmation in delivery blocks. Use the indicators to select if this reqts class must carry out an availability check and/or a TOR. reqts class. Availability Overview = CO09 à order qty. The checking group + checking rule determine how the availability check is to be performed. A reqts type is allocated to a single reqts class and not vice versa. 3) Assign the rqts type to the relevant item category in the sales order and the MRP type found on the material master record. schedule line placing the demand Stock overview = MMBE à total stock per company. checking group must be defined and allocated to the material master record (sales/plant view in the availability check field) The reqts class is the controlling factor for the availability check and the TOR for all sd types. and finally a breakdown per batch. Requirements can be used to determine that the TOR to MRP is not carried out unless a number of conditions are met. Configuring the TOR: 1) Use std 041 reqts class or copy and rename it. Required data for the Availability check to be carried out ± The Availability check must be switched on at the requirement class level. line and schedule line individually which gives a greater control on available stock and requirements placed on stock. determines the scope of the availability check for every business operation. which stocks. receipts and issues to be taken into account. 5. Configuring Availability check and defining Checking Groups ± Checking groups are introduced into the sales order based on the setting in the material master record. In Sales and Distribution. The Availability check must be set at the schedule line level. For performing an availability check checking group has to work in conjunction with checking rule. in conjunction with the checking group. The system automatically uses individual requirements in case of special stock items. Briefly explaining the above ± checking group determines which type of requirement to be passed on to MRP whether it be individual or summarized and checking rule which is at the transaction level and can be configured independently for each application module. The no check indicator is CHECKED when you DO NOT want the system to carry out ATP check. A plant must be defined in the sales order for each schedule line item (in other words plant must be defined for every material in MMR). The checking rule applies to how the availability check is to be carried out at the transaction level. determines which stocks. summarized requirements (daily/weekly) or individual requirements for each sales order. 7. 3. Total sales and total deliveries columns are there to configure a checking rule to sum up requirements to post to MRP either individually or by day or week. 4. receipts and issues are to be included in the availability check and whether the check is to be carried out with or without the replenishment lead time. . The checking rule.requirements will be passed on i. A requirements type must exist by which the requirements class can be found. Advantages of individual processing over summarized processing ± Backorder processing is possible.e. You can access (MD04) order. that is. 8. Block quantity required can be set if you want several users to be able to process the material simultaneously in different transactions without blocking each other. Note that you must define checking rules for each individual application such as for production orders for example. SAP standard checking groups are 01 ± summarized requirements and 02 ± individual requirements or you can create your own by copying the standard ones. the checking rule is specified internally within the system and cannot be changed. A checking group must be defined in the material master record in the MRP3 screen in the availability check field. 6. In this case. These settings carry out control both for sales order and delivery as well. not knowing if the stock is available or not. It is possible to indicate to the system that you would like the availability check NOT TO CHECK the stock at the storage location level. It is only used when doing an ATP check and is taken from MMR. 13. Defining material block for other users ± the block check box is an indicator that enables you to block material master records of a particular material during the availability check and restrict other users from accessing same master record and reserve the material. this default value is over written by MMR. If you select this field. If an entry exists. Should you not want the system to automatically check RLT. If the block is not set. a purchase requisition does not necessarily indicate by it is going to come into the plant. C) Create orders for the material. the material is blocked during the availability check and other users cannot: a) Make changes in the material master record.9. However. Defining the elements in the availability check entirely depends on the business needs. You create a reservation for a particular storage location. you tell the system what stock on hand and what inward and outward movements of stock it must take into account when performing the availability check in addition to whether or not to consider the replenishment lead time. depending on material type and plant. 12. a default value can be set here. A shipping notification on the other hand . yet at the time of the delivery only include physical stock on hand waiting to be shipped. These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sales and distribution transaction. Controlling Availability Check ± in this section. . 10. 17. the scope of the availability check is set in such a way as to exclude the storage location. This indicator is used to set the scope of the availability check.Checking groups are introduced into the sales order based on the setting in the material master record. It is used to switch off the check at storage location level. you may indicate so here. 15. the system carries out the check at plant level only and does not take the storage location into account that is specified in the reservation. However if there is no entry present in the material master record for the checking group. b) Create purchase orders for the material.a confirmed purchase order ± is a good indicator of receiving stock on a specified date. This is due to the fact that you may want to include specific stock or incoming stock for the sales order. RLT is the time taken for a material to become available. but a few tips are given under ± When controlling the Availability check at the time of the sales order. two users can confirm the same material at the same time for two different orders. Defining default values for checking groups . This default value will be used by the system depending on the material type mentioned in MMR and plant in sales order. 16. 14. 11. It is always recommended not to select the shipping notifications for the delivery requirements type as you may not actually receive the stock into plant or warehouse for which you are creating a delivery. .