Tuesday, June 10, 2008

Allocating and Reducing Independent Requirements in Sales and Distribution Processing

When you plan for future sales orders, you specify the order quantities which you expect to receive over a specified period for product groups and salable products. Planned independent requirements are created in demand management for a specified period of time for expected order quantities. After incoming orders have been processed, appropriate consumption quantities are transferred to material requirements planning for the order quantities of materials for which the requirements are consumed by demand management. For further information, see the R/3 PP documentation on demand program planning.

Planning consumption and the allocation of the various consumption strategies are activated in Customizing and are dependent on the requirements class.

Prerequisite for planning consumption is that the relevant sales and distribution applications perform transfer of requirements. If the availability check is also switched on, the check is carried out against the ATP (available to promise) quantity rather than the planning quantity. However, a consumption quantity is still forwarded in the requirements record.

Allocating Independent Requirements in the Sales Document

If planning allocation takes place for an item during sales processing, the planning allocation control screen appears if the independent requirements allocated to the material do not cover the order quantity. This screen is identical to the availability control screen.

The planning allocation control screen does not appear if the availability check is switched on for the resulting schedule line category.

Reducing Independent Requirements

Independent requirements from planning are reduced by the goods issue posting in the delivery. The quantity decrease is determined from the consumption quantity which is transferred for the relevant item in the underlying order, as well as from the appropriate consumption period and mode.

You enter the consumption mode and the consumption period in the MRP 3 screen in the material master record.

Consumption Mode

The consumption mode defines whether and in which direction on the time axis from the requirements date the consumption of customer requirements with planned independent requirements should occur. The requirements date corresponds to the date the sales order items were created.
You have the following options:

  • No planning consumption
  • Backwards consumption only

Starting from the requirements date, backwards consumption is carried out within the relevant consumption period.

  • Forwards consumption only

Starting from the requirements date, forward consumption is carried out within the relevant consumption period.

  • Backwards/forwards consumption

Starting from the requirements date, backwards consumption is performed first of all. Then, if no planned independent requirements can be allocated before the requirements date, forward consumption is performed. Both procedures are carried out for the relevant consumption period.

  • Forwards/backwards consumption

Starting from the requirements date, forward consumption is performed first of all. Then, if no independent requirements can be allocated after the requirements date, backwards consumption is performed. Both procedures are carried out for the relevant consumption period.

Consumption Period

You can enter a consumption interval for both backwards and forwards consumption. This interval determines the consumption period. If backwards/forwards consumption or forwards/backwards consumption is activated, both consumption periods are taken into account.

Planning Material

You can create a common planning material and assign similar materials to it. Independent requirements are created for the planning material to cover the requirements which are expected for the materials assigned to the planning material. Thus, customer requirements for these materials are consumed by the independent requirements of the planning material. This means that you do not have to create independent requirements for each material.

You assign the planning material to the materials on the MRP 3 screen. You must also enter the appropriate strategy group for planning with planning materials on the MRP 1 screen.

You cannot perform the transfer of requirements with the availability check when planning is carried out using planning materials.

Displaying Allocations

You can display the quantities allocated by planning consumption to a material for which planning is carried out.
For example, to display the quantities allocated to a planning material, proceed as follows:

  1. Select Logistics
  2. ® Production ® Master planning ® Demand management on the main menu screen.

    You reach the Demand Management screen.

  3. Select Evaluations
  4. ® Displ.total reqmts.

    You reach the Display Total Requirements screen.

  5. Enter the number of the planning material, the requirements type of the planned requirements (for example, VSEV
  6. ), the allocation indicator 4 (Information on all allocations) and the appropriate plant. If necessary, maintain additional selection criteria.
  7. Press
  8. ENTER.

You reach the Display Total Requirements screen, where data on planning consumption for the planning material is displayed along with the numbers of the documents and items which created the requirements.

To display the documents which created the requirements, place the cursor on the appropriate document number in the list and select Display .

This takes you to the document where you can access the information which you require.

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