Product Selection in Sales Orders SD Product Selection

Purpose

Product selection is triggered in the sales order when you enter a material that is activated in Customizing for this function.

Process Flow

1. You enter an item and choose Enter.
2. Before performing the standard available-to-promise (ATP) check, the system checks to determine if the product is currently on substitution.

If so, the system uses the requested delivery date from the header to retrieve the list of possible alternatives. It runs several checks on these products, for example, to determine if the customer would accept the product based on the product attributes and current stock availability.

The system repeats these checks on each possible substitute until the order quantity is satisfied, or until there are no more possible substitutes.

3. When a valid alternative is found, the system creates a sub-item for it, using the item category that you have defined for the main material in Customizing.

If there is not enough inventory for the alternatives to cover a required quantity, the system confirms only the available amount and cancels the rest. Because the main item, which contains information on the confirmed quantity of the sub-item, is not relevant for planning, the material shortage is not passed on to planning.

If you set the material requirements planning (MRP) indicator for one of the alternatives, however, the system creates an additional sub-item for this material, assigning it a confirmed quantity equal to zero, and a required quantity equal to the open quantity. Since this material is placed as the final alternative in the substitution, it captures any remaining quantities. The system takes this item into account, passing the material shortage on to planning.

4. Based on your settings for the main and sub-item categories, the system performs pricing at the appropriate level.

If you make any changes to the main item, the system automatically rechecks ATP and recalculates prices for all items in the substitution.