Rules-Based Availability Check Configuration

Contents
Rules-Based Availability Check
.............................................................................5
Use....................................................................................................................... 5
Prerequisites......................................................................................................... 5
Features................................................................................................................ 5
Example................................................................................................................ 5
Rules-based ATP (SAP R/3 and SAP APO)
.............................................................7
Purpose................................................................................................................ 7
Prerequisites........................................................................................................ 7
Process................................................................................................................. 7
Executing Rule Determination
...........................................................................10
Purpose.............................................................................................................. 10
Prerequisites...................................................................................................... 10
Process............................................................................................................... 10
Validity Period in Rules
...................................................................................... 14
Use..................................................................................................................... 14
Example............................................................................................................. 14
Adjusting Validity Periods: Example
Results Overview
....................................................................14
............................................................................................... 16
Purpose.............................................................................................................. 16
Activities............................................................................................................ 17
Executing Several Rules
.................................................................................... 18
Use..................................................................................................................... 18
Evaluation of Calculation Profiles for Requested Loc. Products
.........................22
Use..................................................................................................................... 22
Prerequisites...................................................................................................... 22
Features............................................................................................................. 22
Examples............................................................................................................ 23
Stock Transfer with the Rules-Based ATP Check
................................................24
Use..................................................................................................................... 24
Integration......................................................................................................... 24
Prerequisites...................................................................................................... 24
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Features............................................................................................................. 25
Example............................................................................................................. 25
Substitutions from the Interchangeability Master Data
.....................................27
Use..................................................................................................................... 27
Prerequisites...................................................................................................... 27
Features............................................................................................................. 27
Substitutions from Master Data (With Condition Technique)
.............................28
Purpose.............................................................................................................. 28
Prerequisites...................................................................................................... 28
Process............................................................................................................... 28
Substitute Products from the Master Data (With Condition Technique)
.............29
Purpose.............................................................................................................. 29
Prerequisites...................................................................................................... 29
Process............................................................................................................... 29
Substitute Products from the Master Data (With Condition Technique)
.............30
Purpose.............................................................................................................. 30
Prerequisites...................................................................................................... 30
Process............................................................................................................... 30
Examples for Determining the Scope of Supersession Chains
..........................31
Position of the input product in the supersession chain.....................................31

Filter defined for replacement type....................................................................32
One-to-many substitution is part of the supersession chain..............................33
Filter for Replacement Types
.............................................................................33
Use..................................................................................................................... 33
Prerequisites...................................................................................................... 33
Example............................................................................................................. 34
Validities Using Cross-Location Validity Data
.....................................................34
Use..................................................................................................................... 34
Prerequisites...................................................................................................... 35
Features............................................................................................................. 35
Activities............................................................................................................ 35
Example............................................................................................................. 36
Validities Using Validity Data From Planning
3|Page
.....................................................37
Use..................................................................................................................... 37
Prerequisites...................................................................................................... 37
Activities............................................................................................................ 38
Example............................................................................................................. 38
Calculation of Quantity Factors for Product Substitutions
.................................39
Use..................................................................................................................... 39
Example............................................................................................................. 39
Substitute Locations from the Master Data (With Condition Technique)
.................41
Purpose.............................................................................................................. 41
Prerequisites....................................................................................................... 41
Process............................................................................................................... 41
Substitute Products from the Master Data (Without Condition Technique)
........41
Purpose.............................................................................................................. 41
Prerequisites...................................................................................................... 41
Process............................................................................................................... 42
Consolidation in a Consolidation Location
.........................................................43
Purpose.............................................................................................................. 43
Prerequisites...................................................................................................... 43
Process Flow....................................................................................................... 43
Preselection of Suitable Substitutions
...............................................................45
Use..................................................................................................................... 45
Integration......................................................................................................... 45
Prerequisites...................................................................................................... 45
Activities............................................................................................................ 45
Substitution Preselection Settings
Multi-Item Single Delivery Location
.....................................................................46
...................................................................47
Use..................................................................................................................... 47
Integration......................................................................................................... 47
Prerequisites...................................................................................................... 47
Activities............................................................................................................ 47
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Use
You use the rules-based availability check (rules-based ATP) to automatically or manually optimize the
decision-making process between alternatives using predefined rules.
Prerequisites
You have created products and locations.
You have made the general settings for Global Available-to-Promise (Global ATP).
You have made the settings for rules-based ATP in the check instructions in the SAP APO
implementation guide (IMG) under Global Available-to-Promise (Global ATP) General Settings
Check Instructions.
The ATP time series must be saved in SAP liveCache.
You have defined a business transaction in the OLTP system and assigned it to an order type.
Features
The following levels exist in the rules-based availability check:
Controlling by rules and condition technique
Advanced methods
Basic methods
Global ATP allows you to search for all available quantities in locations and for all selectable products in a
multilevel process.
The condition technique is used in the rules-based availability check. You are familiar with this, for
example, from SAP R/3 (SD). This technique offers multilevel processes and flexible handling of variable
parameters.
The rules-based availability check is an iterative process, meaning that each step defines the subsequent
check step based on the rules saved in the system. The following is determined in each step:
...
1. The advanced methods that should be executed.

2. The requirement groups for which the next check step should be carried out.
3. The criteria according to which the results of the check step should be reflected.
After the system has performed a check step, it must be determined if the rules-based availability check
should continue to be executed. The criteria used for determining this includes the check results,
activation parameters (technical scenario, business transaction, and the action type) and the values of the
key combinations such as customer, sales organization, location product, product group, and so on. The
new rule then determines the next check step.
Example
Rule I means:
...
1. Search for an alternative location; if one does not exist,

2. Then search for an alternative procurement method.
Rule II means:
...
1.
2.
3.
Search for an alternative product; if one is not available,

Then search for the alternative product in an alternative location. If that does not exist either,
Then search for an alternative procurement method.
The dimensions are displayed in the following graphic:
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See also:
Executing Simulative Rules-Based Availability Checks
Settings for the Rules-Based Availability Check
Rules-Based ATP (SAP R/3 and SAP APO)
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Rules-based ATP (SAP R/3 and SAP APO)

Purpose
A sales order is entered in SAP R/3 and the product availability check for the product
is carried out in SAP APO. If the requirements quantity for the requested product
cannot be confirmed in full, a product substitution should be carried out based on
defined rules.
No rules-based ATP can be executed currently for subitems in the sales order.
Prerequisites
You defined the determination of the requirements class in SAP R/3. The requirements class with
requirements type and checking group are selected so that rules-based ATP can be carried out in
SAP APO. For more information see the section on SAP R/3 and SAP APO Customizing
equivalents in the integration scenario for the
Global Availability Check.
In SAP R/3 a business transaction was created and stored in the order type of the
sales order. This ensures that the rule strategy can be found in SAP APO. In SAP R/3
Customizing for Sales and Distribution select Basic Functions Availability Check and
Transfer of Requirements Availability Check Rules-based Availability Check.
The settings for the ATP check or rules-based ATP check were made in SAP APO. For
more information see Settings for the Product Availability Check and Settings for the
Rules-based Availability Check.
A rule using a product substitution procedure was created in which the product substitutions were
defined. For more information, see Integrated Rule Maintenance.

All necessary settings were made in the condition technique. For more information, see Condition
Technique.
Process
In this example the product requirement cannot be covered completely. Product is
P1; requested delivery date 20.07.00, order quantity 1000 pieces. A product
availability check should be carried out for P1. If there is an availability shortage,
rules-based ATP should be carried out. The product substitution procedure of the
rule defines that product P2 should be proposed and checked after product P1 is
checked.
...
1. You create a sales order in SAP R/3 (VA01). Select ENTER.

2. The ATP check is carried out in SAP APO. You obtain the hierarchical display in accordance
with the settings. The symbol
is displayed in the results tree. This means that the
requirements quantity cannot be fully confirmed. The expanded results tree looks as follows.
Results tree
Requirements Group
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Schedule Line
Date
Requirement
Confirmed
Quantity
Quantity
P1/L1/Item 000010
0001
20.07.00
1000
905
Requirements group
(product/location
selection)
Schedule Line
Date
Requirement
Quantity
Confirmed
Quantity
P2/L1
0001
20.07.00
95
95
3. Adopt the delivery proposal without change by selecting

.
4. You branch to the sales order entry again. Two subitems with confirmed quantities are created
automatically for the main item entered.
5. You save the sales order.
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See also:
SAP Library for SAP ERP Central Component (SAP ECC) under SAP ERP Central
Component Logistics Materials Management (MM) Inventory Management (MM-IM)
Managing Special Stocks (MM-IM) Stock Transfer Using Stock Transport Orders
Availability Check for Stock Transport Orders.
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Executing Rule Determination

Purpose
The following section describes how the system finds a rule in the rules-based
availability check.
Prerequisites
You have made all the relevant settings for the rules-based availability check.
You have configured the rules-based availability check in the check instructions.
You have defined the business transaction in the Online Transaction Processing System (OLTP
system).
Note that the values of the technical scenario and the action type are hardcoded.
Process
The sales order is entered in the OLTP system. The rules-based availability check is
executed in SAP Advanced Planning and Optimization (SAP APO). The sales order
contains values (for example, 01 (= customer), 0001 (= distribution channel)), and
transfers the values of the three activation parameters (technical scenario = AA,
business transaction = AA, and action type = A) to SAP APO.
...
1. When these activation parameters are transferred to SAP APO, a rule strategy (ST02, for
example) or a rule strategy sequence (STF1, for example) is found directly.
2.
If a rule strategy sequence is found, this also links to one or more rule strategies.
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3.
The rule strategy refers to one or more condition types.
4. One access sequence is assigned to each condition type. The access sequence contains a list
of accesses to condition tables.
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5.
The system searches the condition tables for matching key combinations.
6. The rule (R002) is found while the values from the sales order are compared with the values
from the condition tables.
Consider the different formats of fields in SAP R/3 and in SAP APO when purely numerical
values are transferred from SAP R/3 to SAP APO. For example, the KUNNR field has 10
places in SAP R/3. In SAP APO the field LOCNO has 20 digits. At runtime, the LOCNO field
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is filled with leading zeros. In order for a rule to be determined in this case, in the creation of
the rule determination you must also create the value for the condition which contains the
KUNNR field with leading zeros. Otherwise rule determination will fail. Refer also to Note
0188289.
See also:
Assigning a Rule Strategy or a Rule Strategy Sequence
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Validity Period in Rules

Use
The validity period in the product substitution procedure or location determination
procedure is evaluated by the basic method used for the check. For the
confirmation, the system only uses the stock and receipt elements that lie before
the end of the validity period. In Customizing for the Check Instructions, in the Validity
Mode field, you can define:
Whether the system can only use stock and receipt elements in the validity period
Whether the system can also use stock and receipt elements that lie before the start of the validity
period
The validity period in the rules is used, for example, for sales campaigns for
products that should only be offered for a limited period.
Example
A product substitution is only valid in the third quarter of 2002 (from 07/01/2002
until 09/30/2002). In Customizing for the Check Instructions, in the Validity Mode field,
you have defined that the system can only use stock and receipt elements in the
validity period. A requirement that is now created in the first quarter (02/02/2002)
and whose requested delivery date is in the third quarter (08/08/2002), can only be
confirmed if there are enough receipt elements available (that is, receipt elements
that have not been reserved by other requirements) in the third quarter.
Warehouse stock, of which a sufficient quantity would be available on 02/02/2002, is
not used for the confirmation. Since the warehouse stock is always checked using
todays date, it is not taken into account in this case, since the substitution is not
valid at the time when the requirements element is being checked.
This applies not only to the stock but also to the planned receipt elements whose
receipt dates lie before the start of the validity period.
See also:

During a rules-based availability check, the system finds an inclusive and an exclusive rule based on a
rule strategy. The substitute location L1 is defined in both rules.
The following table contains the validity periods for location determination.
Rule
Rule Type
Validity Period
R1
Inclusive
01.07.03 10:00:00 01.09.03 12:00:00
R2
Exclusive
01.08.03 10:00:00 04.08.03 00:00:00
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The validity period of the inclusive rule R1 determines the timeframe in which location substitution is valid.
The validity period of the exclusive rule R2 determines the timeframe in which location substitution is not
valid.
The system recalculates the validity period for which location L1 is considered as a substitute location.
The timeframe in which location determination is not valid (01.08.2003 10:00:00 04.08.2003 00:00:00) is
excluded from the timeframe in which location determination is valid
(01.07.2003 10:00:00 01.09.2003 12:00:00).
The new validity periods for location determination are as follows:
01.07.03 10:00:00 01.08.03 09:59:59
04.08.03 00:00:01 01.09.03 12:00:00
This result shows that recalculating the validity period of the substitution can lead to more than one
validity period.
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Results Overview
Purpose
If you have carried out a rules-based ATP check and/or a multilevel ATP check, you
branch to the results overview regardless of whether you started the availability
check from order entry from SAP R/3 or simulatively in SAP APO.
The results overview is not displayed when calling from SAP R/3, if the rule for adopting the
results of the availability check is set in SAP R/3 in such a way that the delivery and/or
confirmation proposals are displayed automatically. You can configure this in Customizing
for Sales and Distribution via Basic Functions Availability Check Availability Check
with ATP Logic or Against Planning Define Default Settings.
The result is issued in the form of a hierarchical display. The scope of the display is
dependent on your user-specific settings. You see the original requirement, the
requirement item, the requirements schedule line as well as the substitution results
in the hierarchically ordered requirements groups (column 1).
The product and location are displayed per requirement item. The requirements
date, the requirement quantity and the confirmed quantity, among other things, are
displayed per requirements schedule line. On the right of the display are
pushbuttons that you can choose to select further functions.
In the display, from a user-specific point of view, you see failed checks and
substitutions that have not contributed to covering the requirements. Unchecked
check options are also displayed. For more information see the legend for the
symbols.
Correlation Group
The correlation group is displayed per item in the results overview. You can branch
from there to the detailed views. For more information see Correlation Calculation.
Multilevel ATP Check
If a multilevel ATP check has been carried out, the following detail displays are
given, depending on the progress of the check:
Missing Parts List
The components that represent a problem with regard to the requirements date
are displayed in the missing parts list. These are components that lead to a
delay (since they are either not available or only partially available). If
necessary, you can display the characteristics that have led to the relevant
source determination, and as a result of which there is a delay. Substitutions (via
the rules-based ATP check) of components are also part of the missing parts list,
provided that they cannot be completely confirmed.
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Undeleted orders
In this view, you see the procurement proposals that have not been deleted
within Recreating Procurement Proposals during a new ATP check for sales order
creation or change, since deletion was not permitted. You receive information on
why the order could not be deleted (for example, order fixed at header level).
Activities
Confirmations (do not adopt)
If you have called the ATP check from the OLTP system and do not want to adopt the
results at schedule line level, you can either reset the indicators () for adoption of
the delivery proposal () and choose
or choose
(Cancel). You then go back to
the order entry without having adopted the confirmations.
The adoption of a delivery proposal is not possible in the simulation. You can leave
the results overview by choosing .
The confirmation situation can change if you use validity periods in the rules. For further
information see Validity Period in Rules.
For more information about the selection of functions, see Executing a simulative
rules-based ATP check.
See also:
Multilevel ATP check
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Executing Several Rules

Use
In order to reflect more complex business processes it can be useful to link several
rules with one another.
In a first rule you define that a substitute product should be proposed when there is an
availability shortage. If the substitute product cannot be confirmed, the original requirement
should be checked in another location.
In a second rule you define that the original requirement should be produced in the
requested location when there is an availability shortage.
In order that the system can consider several rules in rule evaluation, you must
configure this in the Customizing of rules-based ATP.
The following options are available to link several rule with one another:
By means of accesses
By means of condition types
By means of a rule strategy sequence
Linking Rules by Means of Accesses

...
1. Copy a dummy field to the field catalog and to a condition table. In the Customizing the Global
ATP, choose Rules-Based Availability Check Define Condition Table.
A one-character indicator (CHAR 1) should be enough for these purposes.

2. Create an access sequence that contains at least two accesses to this condition table. In the
Customizing Global ATP, choose Rules-Based ATP Maintain Access Sequences.
3. In the first access to this condition table, enter the value 1 in the dummy field as a direct value
at Fields level. In the second access to this condition table enter the direct value 2.
4. Create the rule determination (depending on the condition type that refers to the access
sequence), which could, for example, look as follows:
Fast Entry Screen in Rule Determination
Sold-to party
Order type
Char
Rule
PLUZ
PLTA
Rule_01
PLUZ
PLTA
Rule_02
From the SAP Easy Access screen select, Master Data Rule Maintenance
Create Rule Determination.
Linking Rules by Means of Condition Types
...
1.
Create at least two condition tables and two condition types.
In the Customizing of Global ATP, choose Rules-Based ATP Maintain Access

Sequences.
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2. Assign the condition types to a rule strategy. In the Customizing of Global ATP, choose RulesBased Availability Check Maintain Rule Strategy.
Two condition types refer to one access sequence. You enter two condition types
in the rule strategy.
3. In rule determination you select the key combination via the respective condition type and
enter the field values and the rule.
From the SAP Easy Access screen, select Master Data Rule Maintenance
Create Rule Determination.
Linking Rules by Means of a Rule Strategy Sequence
You can assign both inclusive rule strategies and exclusive rule strategies to a rule
strategy sequence. Exclusive rule strategies define exceptions from the substitution
lists of inclusive rule strategies. In this way, they influence rules that the system
finds by means of exclusive rule strategies, those rules that the system determines
by means of inclusive rule strategies (within the same rule strategy sequence).
For further information, see rule strategy sequence and evaluating a rule strategy
sequencee.
Hierarchical Display
If two rules are evaluated in sequence the result of the evaluation is portrayed in
the hierarchical display in the form of individual requirements groups.
See also:
Executing Several Rules: Example
Example of Execution of Several Rules

A scenario is described in this example in which, typically, two rules are executed.
Requirements
A product is managed in several locations. If a requirement is produced for this product, you should check
according to the logic of the product availability check if the product is available in a location at the
requested time. If this is not the case, a confirmation should be made at the end of the checking horizon.
The aim is that the sales order is fully confirmed.
Problem
This request cannot be represented via a single location determination. Taking the checking horizon into
account, the system will propose the first substitution with confirmation at the end of the checking horizon.
No more substitutions are checked. If you were to work in this case without a checking horizon, the sales
order would have an unconfirmed partial quantity.
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Solution
Two almost identical rules are created that differ simply in the maximum delay permitted in the calculation
profile. A calculation profile can only allow a delay of 0 days. Only the ATP quantity is thereby taken into
account for the material availability date; that is, the system prevents the confirmation that is produced via
the ATP check using the checking horizon from being accepted.
When assigning the rule strategy you should ensure that the handling of the calculation profile is set to
replacement. Via the condition technique you must ensure that both rules are used and that the rule that
has the restriction regarding the maximum delay is used first.
The maximum delay must not necessarily be 0. It is sufficient if it is shorter than

the minimum checking horizon.
In the check instructions the Start immed. indicator must be set.
Results
Data examples
Product P1
Location L1
Check mode 031 (product availability check, rules-based ATP).
Check instructions: product availability check, rules-based ATP and start immediately
Check control; checking horizon switched on
Business Event A
Requirements date 20.07.2000
Requirements quantity 300,000.000
Rule 1: location substitution: L1 by L2, calculation profile: allowed delay = 0 is valid
Rule 2: location substitution: L1 by L2; no calculation profile
Combination of rules via two condition types
Results
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Hierarchical Display
Requirements group
Product/location
Date
Requirement
quantity
Confirmed quantity
1. Requirements
group
P1/ L1
20.07.2000
300,000.000
2013
P1/ L2
20.07.2000
297,987
P1/ L1
20.07.2000
297,987
2. Requirements
group
In the second requirements group P1/L1 is confirmed for 20.07.2000 with 0; there is, however, a
confirmation proposal (green light), that proposes 297,987 PC for 18.09.2000 (at the end of the checking
horizon or replenishment lead time).
Confirmation proposal
Confirmation proposal 1
Product/location
Material availability date
Confirmed quantity
P1/ L1
20.07.2000
2,013
Confirmation proposal 2
Product/location
Material availability date
Confirmed quantity
P1/ L1
18.09.2000
297,987
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See also:
Product Availability Check using the Checking Horizon
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Evaluation of Calculation Profiles for Requested Loc.

Products
Use
The availability check can evaluate calculation profiles without substitutions in
rules-based ATP. You create rules that only contain a calculation profile, and no
substitution procedures.
Prerequisites
You have activated rules-based ATP in the check instructions and made the required settings in the
condition technique.
You have created at least one rule that contains only one calculation profile. From the SAP Easy
Accessscreen, select Advanced Planning and Optimization Master Data Rule Maintenance
Integrated Rule Maintenance. This rule may not contain any substitution procedures.
You have to select an inclusive rule to evaluate calculation profiles for requested location
products. Calculation profiles are not taken into account during the evaluation of the
exclusive rule.
You have created a rule determination. From the SAP Easy Accessscreen, select Advanced
Planning and Optimization Master Data Rule Maintenance Create Rule Determination.
In the check instructions, you have defined that rules-based ATP should start immediately and you
have selected the setting for using the calculation profile. You do this in the SAP APO
implementation guide (IMG) under Global Available-to-Promise (Global ATP) General Settings
Maintain Check Instructions.
In the rule strategy, you have defined whether calculation profiles should be added or substituted.
You do this in the SAP APO Implementation Guide (IMG) under Global Available-to-Promise
(Global ATP) Rules-Based ATP Assign Rule Strategy or Rules Strategy Sequence.
Features
In the check instructions, you can choose whether or not rules-based ATP should use
the calculation profile.
If you have defined that rules-based ATP should always use the calculation profile, the system
checks the requested location product (while taking account of the calculation profile) for each rule
that, apart from a calculation profile, does not contain a substitution procedure.
If you have not defined that rules-based ATP should always use the calculation profile, and more
than one rule is found by the condition technique, the system does not perform an availability check
at first for the requested location product; instead, it evaluates the following rule directly. When a
rule is found that leads to a substitution, or if all rules have been processed, the availability check is
performed as follows:
If a rule is found with a substitution procedure, the system checks the

substitutions for this rule while taking account of the calculation profiles that
have been found until now.
If the last rule does not contain a substitution procedure either, but only a
calculation profile, the system only checks the requested location product
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while taking account of the calculation profiles that have been found until
now.
The system takes account of the settings that you have made in the rule strategy with regard
to both adding or substituting calculation profiles.
Examples
Usage of calculation profiles when the Use Calculation Profile indicator is set
Rul
e
Contains
substitution
procedure?
Contains
calculation
profile?
(Number)
Results
(Calculation profile
used for the Substitute
setting)
Results
used for the Add
setting)
No
Yes
(1)
Requested location
product
(1)
Requested location
product
(1)
Yes
Yes
(2)
Substitutions
(2)
Substitutions
(2, 1)
No
Yes
(3)
Requested location
product
(3)
Requested location
product
(3, 2, 1)
Yes
No
Substitutions
Substitutions
(3, 2, 1)
No
Yes
(4)
Requested location
product
(4)
Requested location
product
(4, 3, 2, 1)
Usage of calculation profiles when the Use Calculation Profile indicator is not set
Rul
e
Contains
substitution
procedure?
Contains
calculation
profile?
(Number)
No
Yes
(1)
Yes
Yes
(2)
No
Yes
(3)
Yes
No
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Results
used for the Substitute
setting)
Results
used for the Add
setting)
Substitutions
(2)
Substitutions
(2, 1)
No
Substitutions
Substitutions
(3, 2, 1)
Yes
(4)
Requested location
product
Requested location
product
(4, 3, 2, 1)
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Use
A stock transfer can be triggered automatically from the ATP check of a sales
document item.
Your company works with distribution and production plants. When the requested product is
not available in the distribution plant, you want a stock transfer to take place automatically
from the plant in which the product can be confirmed to the distribution center.
Integration
This function is converted using
(PP/DS).
Production Planning and Detailed Scheduling
Prerequisites
Master Data
Both locations (start and destination locations) should not be located in different OLTP systems.
You have maintained a transportation lane between the location from which the stock transfer is
made (start location) and the location to which the stock transfer should be made (destination
location). From the SAP Easy Access screen choose Master Data Transportation Lanes. For
more information see
Transportation Lanes.
PP/DS
You have selected the

products involved.
You have created a scheduling horizon for the conversion of ATP tree structures. In Customizing
for the SAP Advanced Planner and Optimizer (SAP APO) select Supply Chain Planning
Production Planning and Detailed Scheduling (PP/DS) Global Settings Maintain Global
Parameters and Defaults.
standard planning procedure 5 in the product master for the location
Global ATP
You have defined the production type Standard in the check mode. For more information, see
Maintain Check Mode.
You activated the rules-based ATP check in the check instructions. You have not configured the
call to PP/DS neither in the check instructions nor in the location determination activity of the
relevant rule. For more information, see Maintain Check Instructions.
You have created a rule and assigned a location determination procedure with a fan-shaped
structure type to this rule.
In this location determination procedure you define which locations can

substitute the requested location (for example, 0001 is substituted by 0002,
0001 is substituted by 0003, and so on). Note that the requested location
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(destination location) must be the starting point for all substitutions (start
locations).
You assign a location determination activity to the location determination
procedure. By setting the Stock transfer indicator in the location determination
activity, you have defined that a stock transfer should take place when there is a
location substitution. You can specify which means of transport should be used
to carry out the stock transfer. If you do not enter one, the means of transport is
read from the transportation lane.
The call of PP/DS may not be set in the location determination activity.
For more information, see Integrated Rule Maintenance.
Features
The stock transfer is carried out using a location substitution via the rules-based ATP
check in SAP APO. No stock transport requisitions are created during the check. The
check results are saved to the database in the form of ATP tree structures when the
sales order is saved. To generate stock transport requisitions, the ATP tree
structures must be converted in PP/DS using a report. Depending on the scheduling
horizon, the ATP tree structures can be converted immediately when the sales order
is saved. The following functions are supported:
Rules-based ATP check
Conversion of ATP tree structures
In the case of make-to-order production: Recreating Procurement Proposals

Capable-To-Promise (CTP) cannot be carried out for the substitute product location
combination. However, it is possible to carry out a multilevel ATP check.
Example
You are working with the distribution center (plant 0001) and the production plant
(plant 0002).
...
1.
2.
In SAP R/3, you create a sales order for a requirement in plant 0001.
In SAP APO the requirement is checked in plant 0001.
The ATP check cannot confirm the requirement.

3.
A rules-based ATP check with location determination is carried out.
The system substitutes the plant 0001 with plant 0002. It checks if the
requirement quantity can be confirmed in plant 0002. In the location
determination activity, you defined that a stock transfer should take place
automatically to plant 0001 for the confirmed quantity. In this example the
requirement is confirmed in plant 0002.
For more information, see Rules-Based Availability Check.
4.
In the results overview, you adopt the confirmation and return to sales order processing.
27 | P a g e
5. In SAP R/3, no subitem is created in the sales order. There is a confirmation for plant 0001.
6. You save the sales order in SAP R/3.
7. In SAP APO, a stock transport requisition has been created dependent on the scheduling
horizon.
The check results are written in the form of ATP tree structures persistently to
the database and must be converted in PP/DS via a report. If the requirement
date lies temporally within the scheduling horizon, the ATP tree structures are
converted immediately when the sales order is saved.
For more information, see Conversion of ATP Tree Structures.
8.
Check the orders in the product view.
A receipt element ( PurRqs: purchase requisition) has been created for plant
0001. A corresponding requirement element ( PReqRel: stock transport
requisition) has been created for plant 0002.
For more information, see Product View
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Substitutions from the Interchangeability Master Data

Use
Global Available-to-Promise (Global ATP) can determine substitutions that you have
defined in the interchangeability master data. Global ATP can determine substitute
products in the interchangeability master data either by using the condition
technique or not. You can only determine substitute locations, on the other hand,
using the condition technique.
Prerequisites
Product and Location Interchangeability Using the Condition Technique
If you want Global ATP to determine substitute products and locations from the
interchangeability master data using the condition technique, you have made all
the required settings. For more information, see Substitutions from Master Data
(With Condition Technique).
Product Interchangeability Without Condition Technique
If you want Global ATP to determine substitute products from the interchangeability
master data without using the condition technique, you have made all the required
settings. For more information, see Substitute Products from Master Data (Without
Condition Technique).
Features
Product and Location Interchangeability Using the Condition Technique
You can use Global ATP in combination with product and location interchangeability,
by referring to the interchangeability master data from within a rule in integrated
rule maintenance. The system determines this rule using the condition technique as
part of the rules-based ATP check.
You can assign the following substitution procedures to this rule:
Location product substitution procedure
Product substitution procedure
Location determination procedure
Product Interchangeability Without Condition Technique

You can use Global ATP in combination with product interchangeability, avoiding
using the condition technique and independently of a rule.
In this case, Global ATP can only determine substitute products from the following
interchangeability groups in the interchangeability master data:
Supersession chain
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Product interchangeability without the condition technique does not consider the following
replacement types:
n-to-one substitution (n:1 substitution)

One-to-many substitution (1:n substitution)
Form-Fit-Function Class
Substitutions from Master Data (With Condition

Technique)
Purpose
The rules-based ATP check uses this process to determine product substitutions and
substitute locations for an input location product from the substitution procedures
for the master data for product and location interchangeability (master data for
interchangeability) instead of from the substitution procedures from integrated rule
maintenance.
Prerequisites
You have defined one or more of the following procedures in the interchangeability
master data:
Product substitution procedure(PSS)
Location determination procedure (LFS)
Location product substitution procedure(LPES)
You have made the following settings in integrated rule maintenance:

You have specified the PSP, the LDP, or the LPSP that you defined in the interchangeability master
data.
You have set a filter for replacement types from the interchangeability master data
in the rule control, as required.
You have made all remaining settings for rules in integrated rule maintenance. For more
information, see Creating Rules.

For product substitution procedures, you have specified which of the following data you want the
system to use to determine the validities:
Cross-location validity data

Validity data for planning
If you want to use a location determination activity for location determinations, you
have created one.
Process
...
1. The system performs a rules-based ATP check and determines one or more rules for which
you have specified the name of a PSP, LDP, or LPSP from the interchangeability master data.
30 | P a g e
2. The system determines the substitutions from the PSP, the LDP, or the LPSP in the
interchangeability master data.
3. The system determines the validities for each substitution.
4. The system calculates quantity factors for the product substitutions for which you have defined
a factor for the predecessor or for the successor quantity in the interchangeability master data. For
more information, see Calculation of Quantity Factors for Product Substitutions.
5. The system determines a list with substitute products and substitute locations using the
access strategy from rule control.
6. The system uses rule control to determine substitute location products.
7. The system determines a validity period for the substitute location product.
8. The system checks the availability of the requirement quantity for the substitute location
products.
Substitute Products from the Master Data (With Condition

Technique)
Purpose
The rules-based ATP check uses this process to determine substitution lists for an
input product from the substitution procedures for the master data for product
and location interchangeability(master data for interchangeability) instead of from
the substitution procedures from integrated rule maintenance.
Prerequisites
You have made all the settings in the interchangeability master data and in
integrated rule maintenance. For more information, see Substitutions from Master
Data (With Condition Technique).
Process
...
you have specified a product substitution procedure from the interchangeability master data.
2. The system checks whether you have set a filter for replacement types from the
interchangeability master data in integrated rule maintenance.
The system determines supersession chains for product substitutions in the

The following criteria determine how the scope of the supersession chain is
determined:
Direction of interchangeability of the product substitutions in the supersession chain
Position of the input product in the supersession chain
Filter for replacement types

For more information, see Determination of Supersession Chains.
31 | P a g e
The system determines the validity start date and validity end date for each
substitute product. The system determines these validities using either crosslocation validity data or planning validity data.
5. The system determines location products using rule control by combining product substitutions
with substitute locations or with the input location.
For substitutions with the replacement type One-to-Many Substitution, the system
always combines the components from the header product with the input location,
even if substitute locations are available. The system adds these substitute location
products to the substitution list as the last substitutions.
6. The system determines a validity period for the substitute location product by combining the
validity of the substitute product with the validity of the substitute location. If the substitute location
product consists of the substitute product and input location, the validity period corresponds to the
validity of the substitute product.
products.
If the last substitution has the replacement type One-to-many substitution, the
system does not check its availability, but starts production to determine the
components. The system then performs an availability check for the
components. If the rules-based ATP check is activated for one or more of the
components, the system performs a rule evaluation again. The rule evaluation
can lead to product substitutions from the interchangeability master data.
Substitute Products from the Master Data (With Condition

Technique)
Purpose
The rules-based ATP check uses this process to determine substitution lists for an
input product from the substitution procedures for the master data for product
and location interchangeability(master data for interchangeability) instead of from
the substitution procedures from integrated rule maintenance.
Prerequisites
You have made all the settings in the interchangeability master data and in
integrated rule maintenance. For more information, see Substitutions from Master
Data (With Condition Technique).
Process
...
32 | P a g e
you have specified a product substitution procedure from the interchangeability master data.
The system determines supersession chains for product substitutions in the

The following criteria determine how the scope of the supersession chain is
determined:
Direction of interchangeability of the product substitutions in the supersession chain
Filter for replacement types

For more information, see Determination of Supersession Chains.
The system determines the validity start date and validity end date for each
substitute product. The system determines these validities using either crosslocation validity data or planning validity data.
5. The system determines location products using rule control by combining product substitutions
with substitute locations or with the input location.
For substitutions with the replacement type One-to-Many Substitution, the system
always combines the components from the header product with the input location,
even if substitute locations are available. The system adds these substitute location
products to the substitution list as the last substitutions.
product consists of the substitute product and input location, the validity period corresponds to the
validity of the substitute product.
products.
If the last substitution has the replacement type One-to-many substitution, the
system does not check its availability, but starts production to determine the
components. The system then performs an availability check for the
components. If the rules-based ATP check is activated for one or more of the
components, the system performs a rule evaluation again. The rule evaluation
can lead to product substitutions from the interchangeability master data.
33 | P a g e
Examples for Determining the Scope of Supersession

Chains
Input product is the first product in the supersession chain
The following settings are defined in the master data for interchangeability:
Predecessor Product
Successor Product
Direction of
Interchangeability
P1
P2
Forwards
P2
P3
Forwards
P1 is forward interchangeable with P2; and P2 is forward interchangeable with P3.

The input product is P1.
Since no predecessor product is defined for P1, the system determines the following
supersession chain: P1 -> P2 -> P3.
P1 can be substituted by P2 and P3.
Input product is not the first product in the supersession chain
Products fully interchangeable
Predecessor Product
Successor Product
Direction of
Interchangeability
P1
P2
Full
P2
P3
Full
Both P1 and P2 and P2 and P3 are fully interchangeable.

The system determines the following supersession chain: P1 <-> P2 <-> P3.
P1 can be substituted by P2 and P3. P2 can be substituted by P1 and P3. P3 can be
substituted by P2.
Previous product only forward interchangeable
Predecessor Product
Successor Product
Direction of
Interchangeability
P1
P2
Forwards
P2
P3
Full
34 | P a g e
P1 is only forward interchangeable with P2. P2 is fully interchangeable with P3.

The system determines the following supersession chain: P2 <-> P3.
P2 can be substituted by P3; and P3 can be substituted by P2.
Filter defined for replacement type

In integrated rule maintenance, a filter is defined for the replacement type Multilevel
Substitution.
Predecessor Product
Successor Product
Replacement Type
P1
P2
One-to-one substitution
P2
P3 and P4
Multilevel substitution
P1 is substituted by P2 and P2 is substituted by a group consisting of P3 and P4.

The system determines the product substitution P1 -> P2. The substitution of P2 by
P3 and P4 is not taken into account because the system excludes this substitution
due to the filter.
One-to-many substitution is part of the supersession chain

Predecessor Product
Successor Product
P1
P2 (P2.1 and P2.2)
P2.1
P2.1a
P1 is substituted by P2, which consists of the components P2.1 and P2.2. The
component P2.1 is substituted by P2.1a.
The system determines the product substitution P1 -> P2 (P2.1 and P2.2). The
substitution of P2.1 with P2.1a is not taken into account.
35 | P a g e
Filter for Replacement Types
Use
You can use this function to exclude replacement types from the substitution by
defining a filter for the following criteria:
Replacement Type
Counter for replacement type
The system only takes account of the substitutions from the determined
supersession chain whose replacement type and counter is not defined in the filter.
Prerequisites
You have defined a filter for replacement types and, if necessary, also for counters of replacement
types in integrated rule maintenance.
You have entered the filter in the rule control in integrated rule maintenance.
You have made all the settings for substitutions from the interchangeability master data. For more
information, see Substitutions from Master Data (with Condition Technique).
Example
The following settings are defined in the interchangeability master data:
Predecessor Product
Successor Product
Replacement Type
P1
P2
One-to-one substitution
P2
P3 and P4
Multilevel substitution
P1 is substituted by P2 and P2 is substituted by P3 and P4. When P1 is substituted

by P2, this is the replacement type One-to-One Substitution. When P2 is substituted by
P3 and P4, this is the replacement type Multilevel Substitution.
Filter defined for replacement type Multilevel Substitution
If you have defined a filter for the replacement type Multilevel substitution, the system
determines the supersession chain P1 -> P2 (P1 is substituted by P2).
No filter defined
If you have not defined a filter, the system determines the following supersession
chain:
P1 -> P2 -> P3 and P4
P1 can be substituted by P2 as well as by P3 and P4.
36 | P a g e
Validities Using Cross-Location Validity Data

Use
This function determines the validity start date and the validity end date for a
substitute product using the cross-location validity data from the product and
location interchangeability master data (interchangeability master data). The
system determines or calculates these validities by converting the following
information from the interchangeability master data:
Valid-from date
Use-up strategy
Use-up date
The conversion of the information from the interchangeability master data is

necessary for generating a list with substitute products. Information about the
validity of the interchangeability relationship between a predecessor and a
successor product is defined in the interchangeability master data. The rules-based
ATP check, on the other hand, requires information about the validity of one
substitute product.
Prerequisites
In the master data for interchangeability, you have chosen the Use Cross-Location Validity Data value
for the validity in a product substitution procedure.

You have made all the settings in the interchangeability master data and in integrated rule
maintenance. For more information, see Substitutions from Master Data (with Condition
Technique).
Features
In the master data, the following values determine the validity period for
substitutions:
Valid-from date
This value specifies the date from which the substitution is valid.
Use-up strategy
The use-up strategy specifies the procedure for dealing with the stock of the
valid product. The following use-up strategies exist:
Yes (Use up stock)

No (Do not use up stock)
Restricted (Use up stock depending on use-up date)
Use-up date
This value specifies the date until which the old product can be used. The use-up
date is independent of the valid-from date.
37 | P a g e
The system uses this information to determine or calculate the validity start date or
validity end date for the substitution of a predecessor product by a successor
product.
Activities
The system determines or calculates the validity start date and the validity end
date for the substitution of a predecessor product P1 by a successor product P2, as
follows:
Validity start date for P1
The system does not determine a validity start date for P1. P1 is always valid.
The system only determines a validity start date for P1 if you have defined a
substitution with the replacement type zero-to-one substitution for P1 in Customizing
for the interchangeability master data. For more information, see the
Implementation Guide (IMG) for SAP SCM under Advanced Planning and Optimization
Master Data Product and Location Interchangeability Application Settings
Maintain Replacement Types.
Validity start date for P2
The validity start date for P2 corresponds to the valid-from date of the
interchangeability relationship.
Validity end date for P1
The system reads or calculates the date for the validity end date of P1
depending on the use-up strategy.
Yes (Use up stock)

If you have specified this use-up strategy, P1 does not have a validity end
date. P1 is always valid.
No (Do not use up stock)

P1 is valid until the validity start date of P2.
Restricted (Use up stock depending on use-up date)

The use-up date corresponds to the date for the validity end date of P1.
Validity end date for P2
The system determines or calculates the date for the validity end date of P2
depending on whether P2 can be substituted by another product.
P2 is substituted by another product

The system determines or calculates the validity end date for P2 like the
validity end date for P1.
P2 is not substituted
38 | P a g e
If P2 is not substituted by another product, P2 does not have a validity end

date.
The system only determines a validity end date for P2 if you have defined a
substitution with the replacement type one-to-zero substitution for P2 in
Customizing for the interchangeability master data. For more information, see
the Implementation Guide (IMG) for SAP SCM under Advanced Planning and
Optimization Master Data Product and Location Interchangeability
Application Settings Maintain Replacement Types.
Example
The following settings are defined in the interchangeability master data:
Predecessor
Product
Successor
Product
Valid-From Date
Use-Up
Strategy
Use-Up Date
P1
P2
05.11.2004
No
P2
P3
01.12.2004
Yes
P3
P4
15.12.2004
Restricted
01.01.2005
The system calculates the following validities for the rules-based ATP check:
Product
Validity Start Date
Validity End Date
P1
04.11.2004
P2
05.11.2004
P3
01.12.2004
01.01.2005
P4
15.12.2004
The system does not determine a validity start date for P1. P1 is always valid. Since
the use-up strategy No is selected for the interchangeability relationship between P1
and P2, P1 is valid until the valid-from date of the interchangeability relationship; in
other words, it is valid up to and including November 4, 2004.
interchangeability relationship of P1 and P2. Since P2 is substituted by P3, the
system calculates the validity end date of P2 depending on the use-up strategy of
the interchangeability relationship between P2 and P3. Since the use-up strategy Yes
is selected, P2 does not have a validity end date.
interchangeability relationship of P2 and P3. Since P3 is substituted by P4, the
system calculates the validity end date of P3 depending on the use-up strategy of
the interchangeability relationship between P3 and P4. Since the use-up strategy
Restricted is selected, the validity-end date of P3 corresponds to the use-up date of
the interchangeability relationship.
39 | P a g e
interchangeability relationship of P3 and P4. Since P4 is not substituted by another
product, P4 does not have a validity end date.
Validities Using Validity Data From Planning

Use
This function determines the validity start and end dates of a substitute product,
using the following validity data from planning, which the system has saved in the
interchangeability master data:
Stock exhaustion date
Successor product planning date
Defining the validity start date and end date for a substitution product is necessary
for generating a list of substitution products. Information about the validity of the
interchangeability relationship between a predecessor and a successor product is
defined in the interchangeability master data. The rules-based ATP check, on the
other hand, requires information about the validity of one substitute product.
Prerequisites
In the master data for interchangeability, you have chosen the Use Planning Validity Data value for
the validity in a product substitution procedure.

You have made all the settings in the interchangeability master data and in integrated rule
maintenance. For more information, see Substitutions from Master Data (with Condition
Technique).
Activities
The system defines the validity start date and end date in the following way:
Validity Start Date
The validity start date of a product corresponds to the successor product

planning date of the predecessor product . If no predecessor product exists for a
product, the system is unable to define a validity start date for this product.
Validity End Date
The validity end date of a product corresponds to the stock exhaustion date of
this product.
Example
The following table summarizes the settings that are defined in the
Predecessor
Product
Successor Product
Stock Exhaustion
Date
Successor Product
Planning Date
P1
P2
01.12.2005
01.08.2005
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P2
P3
01.12.2006
01.08.2006
The following table lists the validities that the system defines for the rules-based
ATP check.
Substitute Product
Validity Start Date
Validity End Date
P1
01.12.2005
P2
01.08.2005
01.12.2006
P3
01.08.2006
The system does not define a validity start date for P1, since no predecessor
product with a successor product planning date exists for P1. The validity end date
of P1 corresponds to the stock exhaustion date of P1.
The validity start date of P2 corresponds to the successor product planning date of
P1. The validity end date of P2 corresponds to the stock exhaustion date of P2.
The validity start date of P3 corresponds to the successor product planning date of
P2. The system does not define a validity end date for P3, since no stock exhaustion
date exists for P3.
Calculation of Quantity Factors for Product

Substitutions
Use
This function calculates quantity factors for all substitute products of an input
product based on the following information:
Factor for predecessor quantity
Quantity of the predecessor product that you have defined in the product and
location product master data (interchangeability master data)
Factor for successor quantity
Quantity of the successor product that you have defined in the

interchangeability master data
Access Strategy
Access strategy that you have defined in the rule control

The system uses the calculated quantity factors from the interchangeability master
data to generate a list with substitute products. Information about quantity factors
for a predecessor product and a successor product is defined in the
interchangeability master data. The rules-based ATP check, on the other hand,
requires information about the quantity of one substitute product.
41 | P a g e
Example
Settings in the Interchangeability Master Data
Predecessor
Product
Successor
Product
Factor for
Predecessor
Quantity
Factor for
Successor
Quantity
Direction of
Interchangeabilit
y
P1
P2
Full
P2
P3
Full
One piece of product P1 is substituted by five pieces of product P2. One piece of
product P2 is substituted by three pieces of product P3.
Calculation of Factor Quantity Depending on the Position of the Input
Product and the Access Strategy
Input product P1 and access strategy Work forward from input
If the input product is P1 and the access strategy is Work forward from input, the system
calculates the following quantity factors:
Product
Factor for Predecessor

Quantity
Factor for Successor

Quantity
P1
P2
P3
15
One piece of input product P1 is substituted by five pieces of P2 or by 15 pieces of

P3.
Input product P2 and access strategy Work forward from input, then cyclic
If the input product is P2 and the access strategy is Work forward from input, then cyclic,
the system calculates the following quantity factors:
Product

Quantity

Quantity
P2
P3
P1
One piece of input product P2 is substituted by three pieces of P3 or by 1/5 pieces

of P1.
Input product P2 and access strategy Start from bottom of list
If the input product is P2 and the access strategy is Start from bottom of list, the system
42 | P a g e
Product

Quantity

Quantity
P3
P2
P1
One piece of input product P2 is substituted by three pieces of P3 or by 1/5 pieces

of P1.
Input product P3 and access strategy Start from bottom of list
If the input product is P3 and the access strategy is Start from bottom of list, the system
Product

Quantity

Quantity
P3
P2
P1
15
One piece of input product P3 is substituted by 1/3 pieces of P2 or by 1/15 pieces of

P1
Substitute Locations from the Master Data (With

Condition Technique)
Purpose
The rules-based ATP check uses this process to determine substitution lists for an input location from the
substitution procedures for the
master data for product and location interchangeability (master data for
interchangeability) instead of from the substitution procedures from integrated rule maintenance.
Prerequisites
You have made all the settings in the interchangeability master data and in integrated rule maintenance.
For more information, see Substitutions from Master Data (With Condition Technique).
Process
...
you have defined a
location determination procedure from the interchangeability master data.
3. The system determines substitute locations in the specified location determination procedure
in the interchangeability master data. The number of substitute locations determined depends on
the filter for replacement types that you have defined in integrated rule maintenance. The system
only takes account of the substitutions whose replacement type is not contained in the filter.
4. In the interchangeability master data, the system determines the date and the time for the
validity start date and the validity end date of each location substitution.
5. If you have specified a location determination activity in the interchangeability master data, the
system evaluates its settings in integrated rule maintenance.
43 | P a g e
6. The system uses the rule control to determine location products by combining substitute
locations with product substitutions or with the input product.
product consists of the substitute location and input product, the validity period corresponds to the
validity of the substitute location.
products.
Substitute Products from the Master Data (Without

Condition Technique)
Purpose
In this process, the ATP check determines substitute products from the
interchangeability groups of the master data for product and location
interchangeability (master data for interchangeability) for an input product.
Prerequisites
Customizing Master Data for Interchangeability
You have defined interchangeability groups.
Customizing for Global ATP
You have created a checking control and scope of check, if they were not yet
defined. For more information about how to maintain receipts and requirements, see
Maintaining Checking Control and Maintaining Scope of Check.
You have created check instructions, and have made the following settings in the Rules-Based ATP
Check group box:
You have set the Rules-based ATP.

You have set the Start immediately indicator to activate immediate Rule
Evaluation, Without Previous Check.
You have set the InC Master Data indicator.
In the Rem. Rqmnt field, you have either selected the value Do Not Create
Remaining Requirement or Create Remain. Reqmnt Accord. to Prod. Interch.
Master Data. In the latter case, requirements are generated for the
unconfirmed quantity of the substitute product that is valid for the
requirement date.
Process
...
1. For the requested location product, the system determines a list of substitute products (not
empty) in the interchangeability groups of the master data for interchangeability. The requested
product can also be a substitute product in this list.
2. The system executes an availability check for all determined substitute products
44 | P a g e
Consolidation in a Consolidation Location

Purpose
You can use this process to initially transfer products from different locations to a
consolidation location. You can then deliver the products to your customer from this
location. If required, you can deliver all products from the consolidation location to
your customer on a specific date.
Using a consolidation location saves transportation costs, particularly if you deliver
the products on one date. A consolidation location also simplifies the export
process: You can transfer products from locations that do not deliver abroad to a
consolidation location that does deal in export and delivers the products to the
customer.
Prerequisites
You have made the settings for consolidation.
If you call Global ATP from SAP Customer Relationship Management (SAP CRM) and want to
determine the consolidation location in SAP CRM, use SAP CRM release 5.0 or higher. You can
also use Global ATP with consolidation with an earlier SAP CRM release.
Process Flow
...
...
1.
The OLTP system triggers a rules-based ATP check in SAP SCM.
A consolidation location is defined in one or more of the determined rules.

If you call the rule-based ATP check from SAP CRM, you can alternatively specify
a consolidation location in the sales order to start the consolidation. In this case,
SAP CRM transfers the consolidation location to Global ATP. For more information,
see SAP Library for SAP CRM under Components and Functions Sales Availability
Check Availability Check with SAP APO Additional ATP Functions in Service Parts
Management Controlling the ATP Check in the Sales Order Consolidation Location.
2. The system determines substitute location products.
3. To ensure that you can deliver the products on the customers requested delivery date, the
system performs scheduling in several steps.
1.
a. Scheduling step 1
Based on the customer's requested delivery date, the system determines the
material availability date in the consolidation location.
2.
b. Scheduling step 2
Based on the material availability date in the consolidation location, the
system determines the material availability date in the source locations. The
material availability date in the source locations is the date on which the
products are delivered from the sources locations to the consolidation
location.
45 | P a g e
The system checks the availability of the products.

1.
i. The system first checks the availability of the products

for the calculated material availability date in the consolidation location.
2.
ii. If the system cannot cover the requirement in the
consolidation location, it checks the availability for each calculated
material availability date in the source locations.
3.
c. Scheduling step 3
The system determines the date of delivery to the consolidation location for
each confirmed schedule line.
4.
d. Scheduling step 4
The system determines the date of delivery to the customer. If you have
activated the delivery date/time correlation for the consolidation location, the
system determines a common delivery date/time for all products from the
consolidation location to the customer.
The following figures illustrate the scheduling steps for consolidation:
46 | P a g e
4. The system transfers the information about the confirmations in the consolidation location to
the OLTP system.
5. The system updates the sales order in SAP SCM and creates stock transport orders
Preselection of Suitable Substitutions

Use
You use this function to chose a combination of substitutions from the substitution list that the simulative
rule-based ATP check determines. The system then carries out a new rule-based ATP check for these
substitutions.
Integration
This function is linked to the following global ATP check functions:
You cannot use the preselection of suitable substitutions (substitution preselection) if you have also
activated the multi-item single delivery location.
You can only use substitution preselection in combination with backorder processing if you use the
Business Add-In (BAdI) BAdI: Preselection of Suitable Substitutions. For more information, see the
Implementation Guide (IMG) for SAP SCM under Advanced Planning and Optimization Global
Available-to-Promise (Global ATP) Enhancements Global Available-to-Promise (Global ATP)
Enhancements Rules BAdI: Preselection of Suitable Substitutions.
If you activate substitution preselection, the system ignores the setting that you may have made in
the integrated rule maintenance for the maximum number of permitted substitutions.
If you activate substitution preselection, the system automatically sets the following indicators in
the check instructions:
Activation of Rules-Based ATP Check

Start Immediat. (Direct Execution of Rules-Based ATP Check)
Create Subitem in Rules-Based ATP Check
Prerequisites
You made the settings for substitution preselection.
Activities
The system performs a simulative rules-based ATP check for each item (without
temporary quantity commitments) and determines substitutions for the input
location product. The substitution list appears on the Preselection of Suitable
Substitutions (Simulation) screen. On this screen, you can select the most suitable
combination of substitutions for each item, by setting the Adopt/Reject Delivery
Proposal indicator. You can also enter a different quantity for the proposed
substitution.
Since rounding can change the quantities you changed, we recommend that you do not use
substitution preselection in combination with rounding.
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The system carries out a rules-based ATP check (with temporary quantity
commitments) for the substitutions that you choose.
After the rules-based ATP check, the system displays the results screen only under
the following conditions:
The system could not completely confirm the quantity that you changed for at least one of the
items.
Not all of the items checked were part of substitution preselection.
Substitution Preselection Settings

To activate the preselection of suitable substitutions (substitution preselection), you
must make the following settings:
...
When assigning a rule strategy or rule strategy sequence, set the Preselectn indicator.
Make all of the settings for the rule-based availability check that are necessary to determine rules.
If you want to influence rule determination as part of substitution preselection, select the Preselect
field in the field catalog.
To determine a substitution list, during substitution preselection, the system evaluates all
substitutions in all the determined rules. This can have a negative effect on performance. To
improve performance, we recommend that you use rules with few substitutions for
substitution preselection.
In the check instructions, select one of the following values for substitution preselection:
Preselection Active
Preselection Can Be Switched On Externally
When you select this value, you can trigger substitution preselection from the
OLTP system.
Trigger substitution preselection from SAP CRM
In SAP Customer Relationship Management (SAP CRM), assign the

requirements profile from the global ATP check to the item categories.
In the requirements profile, set the Preselection indicator. For more
information, see the Implementation Guide (IMG) for SAP SCM under
Advanced Planning and Optimization Global Available-to-Promise
(Global ATP) General Settings Maintain Requirements Profile.
On the initial screen for the simulative ATP check, set the Substitution
Presel. Active indicator.
Trigger substitution preselection from a different OLTP system
Select the Preselct. field in the field catalog of the OLTP system.
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Multi-Item Single Delivery Location

Use
This function allows the rules-based ATP check to determine a common delivery
location for a requirements grouping, such as a delivery group. You can use a multiitem single delivery location (MISL) to reduce transportation costs, since the items
in a requirements grouping are not shipped from multiple locations. Furthermore,
you can deliver products from an MISL more quickly that from a consolidation
location, since products do not first have to be transported to a common delivery
location from the various locations.
Integration
This function is linked to the following rules-based ATP check:
The MISL automatically activates the following settings in the check

instructions:
Activation of Rules-Based ATP Check

Start Immediat. (Direct Execution of Rules-Based ATP Check)
The MISL does not take into consideration the following functions of the
rules-based ATP check:
Production process model (PPM)

Location determination activity
Validity of substitutions
Characteristic substitution
Exclusive rule strategies, exclusive or alternative rules
Location product substitution procedures
Production
Override input location
You cannot use the MISL in combination with third-party order processing
Prerequisites
You made the settings for the MISL.
If you want to call the MISL from SAP Customer Relationship Management (SAP CRM), you must
use SAP CRM 5.0 or higher.
Activities
You call the rules-based ATP check in SAP APO from the OLTP system using a
requirements grouping, such as a delivery group.
The rules-based ATP check determines a list of substitute locations using a rule of
type Multi-Item Single Delivery Location. The system first checks if all the products in
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the requirements grouping appear in these locations. If not all products appear at a
location, the system removes this location from the substitute list.
The system then checks iteratively at which location in the list all requirements in
the requirements grouping can be completely confirmed.
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Rules-Based Availability Check Configuration

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Contents

Rules-Based Availability Check

Position of the input product in the supersession chain.....................................31

Rules-Based Availability Check

You have created products and locations.

The ATP time series must be saved in SAP liveCache.

Controlling by rules and condition technique

1. The advanced methods that should be executed.

1. Search for an alternative location; if one does not exist,

Search for an alternative product; if one is not available,

The dimensions are displayed in the following graphic:

Rules-based ATP (SAP R/3 and SAP APO)

defined. For more information, see Integrated Rule Maintenance.

1. You create a sales order in SAP R/3 (VA01). Select ENTER.

3. Adopt the delivery proposal without change by selecting

Executing Rule Determination

The rule strategy refers to one or more condition types.

Validity Period in Rules

Adjusting Validity Periods: Example

01.07.03 10:00:00 01.09.03 12:00:00

01.08.03 10:00:00 04.08.03 00:00:00

Missing Parts List

Executing Several Rules

By means of condition types

By means of a rule strategy sequence

Linking Rules by Means of Accesses

A one-character indicator (CHAR 1) should be enough for these purposes.

Create at least two condition tables and two condition types.

In the Customizing of Global ATP, choose Rules-Based ATP Maintain Access

Example of Execution of Several Rules

The maximum delay must not necessarily be 0. It is sufficient if it is shorter than

In the check instructions the Start immed. indicator must be set.

Check mode 031 (product availability check, rules-based ATP).

Check control; checking horizon switched on

Requirements date 20.07.2000

Requirements quantity 300,000.000

Rule 1: location substitution: L1 by L2, calculation profile: allowed delay = 0 is valid

Rule 2: location substitution: L1 by L2; no calculation profile

Combination of rules via two condition types

Material availability date

Material availability date

Product Availability Check using the Checking Horizon

Evaluation of Calculation Profiles for Requested Loc.

If a rule is found with a substitution procedure, the system checks the

Stock Transfer with the Rules-Based ATP Check

Production Planning and Detailed Scheduling

You have selected the

standard planning procedure 5 in the product master for the location

In this location determination procedure you define which locations can

Rules-based ATP check

Conversion of ATP tree structures

In the case of make-to-order production: Recreating Procurement Proposals

The ATP check cannot confirm the requirement.

A rules-based ATP check with location determination is carried out.

Check the orders in the product view.

Substitutions from the Interchangeability Master Data

Product Interchangeability Without Condition Technique

n-to-one substitution (n:1 substitution)

Substitutions from Master Data (With Condition

Product substitution procedure(PSS)

Location determination procedure (LFS)

Location product substitution procedure(LPES)