Types of Transfer of Requirements in Sales and Distribution Documents

The following types of transfer of requirements exist:

• Transfer of requirements with individual requirements

• Transfer of requirements with collective requirements

In the material master record, you specify on the Sales/Plant Data screen in the Availability check field whether each requirement is forwarded individually to planning or whether the requirements for one material in one plant are be combined.

Individual Requirements

A line for individual requirements is created in the availability overview for each sales and distribution document and schedule line. This line contains the order quantity and the number of the document which created the requirement as well as the item number and the requirements class.

Individual requirements have the advantage that the initiating document can be identified (the initiating document is displayed in the availability overview for each requirement).

Collective Requirements

Collective requirements combine several requirements according to the following criteria:

• Plant

• Batch

• Storage location

• Date

• Transaction

• Requirements Class

Collective requirements can either be created daily or weekly. You can also use the checking group to control whether the requirements date for weekly created collective requirements is the Monday of the current week or the Monday of the following week.

In contrast to the individual requirements, the documents initiating the collective requirements cannot be directly identified.However, it can be indirectly determined from the list of orders for the material

In a later release, you will be able to break down collective requirements in the availability overview so that you can directly identify the initiating document for the requirements.

The collective requirements function is useful for dealing with a large volume of sales orders, as you obtain a clearer list of requirements and the system response time is also better.

The system automatically creates individual requirements for transactions which create requirements for special stock (for example, made-to-order stock, returnable packaging, or consignment goods) even if collective requirements have been specified by the checking group in the material master record.