Availability Check Controlling the Transfer of Requirements in Sales and Distribution Documents

Essentially, the same control elements are used for the transfer of requirements as are used for the availability check.

The following control elements are of significance:

• Requirements type

• Requirements Class

• Checking group

• Schedule line category

For further information on these control elements which are also important for the availability check, see Controlling the Availability Check in Sales and Distribution Processing.

Prerequisites

Transfer of requirements can be performed if the following prerequisites have been met:

• The control elements described above must be maintained in Customizing for Sales and the relevant assignments made to the sales transactions

• The transfer of requirements must be switched on at requirements class level and, in the case of transfer of requirements in the sales documents, at schedule line level

• A plant must be defined at document item level. This plant is either proposed from the material master record or you can enter it manually

• A checking group must be defined in the material master record on the Sales/plant data screen in the Availability check field

Global and Fine Control in Customizing

When the transfer of requirements is switched on at requirements class level, it can be switched off at schedule line level. However, you cannot switch on the transfer of requirements at schedule line level if it is switched off at requirements class level. You can make this setting at schedule line level. But the system ignores it and the setting for the requirements class applies. The settings for the requirements class are proposed at schedule line level.

Settings for the transfer of requirements specific to schedule lines are only relevant for sales documents. In the shipping documents, the settings for the requirements class apply. The requirements class is determined from the requirements type of the material.