Use
In addition to the standard sales order functions, there are other functions influenced by product selection. These are:
- Rescheduling
- Changing manual item categories
- Listing/Exclusions
- Customer material information records
- Satisfying orders
- Referring to open quotes and contracts
- Forward scheduling
- Allocation
- Automatic batch determination
- Minimum order/delivery quantities
- Bill of material (BOM) substitution
- Different units of measure (UOM)
- Weight/Volume
- Changing partners
Features
Rescheduling
When you perform rescheduling (transaction V_V2), orders that contain product selection items are reevaluated. If the valid substitution routines have changed, or the available quantities of the products have increased, the system may determine other substitutes. This may result in different products being promised to the customer than at the time of order entry. To prevent this, set the fixed/date quantity indicator in the order. In this case, the system does not take these orders into account when rescheduling.
Product selection items are only considered in a rescheduling run when you have set the input parameters to evaluate all materials. If you specify only certain materials, product selection main and sub-items are excluded.
The fixed/date quantity indicator does not influence whether product selection is repeated in the delivery. This is controlled by the outcome in the substitution reason. The main item controls this indicator for all of the related sub-items.
If a product selection item has been partially delivered, the system does not take it into account in rescheduling runs.
Changing manual item categories
If you manually change the main item category after product selection has taken place, the system processes the sub-item category accordingly, but does not delete the sub-item.
If you would like to change a main item with an item category that is not valid for product selection (for example, third party orders), you must add this item category to the condition table/access sequence and process it accordingly.
For third party orders, only the main item is passed to the purchase requisition, not the sub-items.
Listing/Exclusions
If you create listings or exclusions for special customer material situations, the product selection processes these rules prior to confirming substitute items in the order. If any of the possible substitutes are not listed or excluded, the system issues a message informing you as to why a substitute was removed.
If you redetermine product selection in the delivery, however, the system does not process the valid listings and exclusions prior to confirming the substitute items.
Customer/Material information records
If the customer uses a different number to order your products than you use internally, you can create a customer-material info record. Customer material info records can be used in conjunction with product substitution at either the main or sub-item level.
If a record refers to a sub-item, only a portion of the detail data is copied to the schedule line. The minimum order and delivery quantities as well as the plant are not copied, for example.
Satisfying orders
In product selection, the system consumes the available inventory of each substitute prior to checking the available inventory of subsequent alternatives. Substitute proposals are not optimized to give the customer the least possible number of alternatives. In this case, there may be a single alternative that can completely satisfy the customer order, but because of how substitutes are prioritized, the customer is shipped a variety of products instead because these are consumed first. For example:
Entered Material: Product A | Requested quantity is 30 |
Condition record for alternatives: | Product A ATP qty 10 - substitute 1 Product B ATP qty 20 - substitute 2 Product C ATP qty 30 - substitute 3 |
The system proposes: | Product A ATP qty 10 - substitute 1 Product B ATP qty 20 - substitute 2 |
The system does not select product C although it could satisfy the order completely.
If you want the system to consume product C first, you must reprioritize it is as substitute 1 instead of substitute 3.
Referring to open quotes and contracts
In the standard system, you can set the system to inform you in standard orders if existing quotes or contracts exist for any items. When you activate this function, you can reference a schedule line to the existing document. These schedule lines then take on pricing and additional information from the reference document.
This function is for the main item only in product selection, not sub-items.
Forward scheduling
Forward scheduling is not part of standard product selection. The standard works as follows:
Substitution product | Pick/Pack lead time | Available quantity |
Product A | 2 days | 100 |
Product B | 2 days | 100 |
Product C | 2 days | 100 |
When you book an order for 100 pieces of product A for delivery today, the system issues a message informing you that the entire requested quantity remains after product selection. This is because it takes 2 days to pack all of the possible substitute materials, so nothing can be confirmed today.
If you require this type of forward scheduling, implement OSS note 50203.
Standard forward scheduling for planned future receipts is not supported.
Allocation
The system does not take substitutes that are on allocation into account.
Material | Allocation Allowed Amount |
Product A Product B | 50 pieces 50 pieces |
Substitution Routine | |
Entered Material: | Product A |
Substitute | Product A Product B |
If you place an order for 100 pieces, the system would normally propose 50 pieces of product A and 50 of product B due to allocation restrictions. However, when allocation is coupled with product substitution, the system issues a message informing you that 100 pieces remain after product selection. It does not confirm the quantities.
Automatic Batch Determination
Product selection and automatic batch determination work independently of one another in the order. Specifically, the system substitutes products based on their available quantities, then carries out batch determination to find an appropriate batch for the quantity selected. In this case, the system may select items for which there are no valid batches in the available inventory.
Material PRODBATCH-01 has a substitution routine/batches as follows:
Material | Substitution | Batch number | Quantity | Status |
PRODBATCH-01 | #1 | BATCH01 | 10 pieces | Good |
PRODBATCH-01a | #2 | BATCH01A | 30 pieces | Bad |
PRODBATCH-01c | #3 | BATCH01B | 40 pieces | God |
If you book an order for PRODBATCH-01 for 40 pieces, the system returns the following data for product selection and automatic batch determination:
| Line | Material | Quantity | Batch number |
ENTERED | 010 | PRODBATCH-01 | 40 pieces | |
SUB #1 | 011 | PRODBATCH-01 | 10 pieces | BATCH01 |
SUB #2 | 012 | PRODBATCH-01a | 30 pieces | ------------ |
The system issues the warning: '012 No batch could be selected'.
Minimum order/delivery quantities
The system does not process minimum order and delivery quantities in sub-items (either from material master or customer-material info records).
Bill of material (BOM) substitution
Standard product selection does not support substituting BOM main and sub-items. Refer to OSS note 63432 for more detail.
Different units of measure (UOM)
Alternate units of measure for substitutions are not permitted, for example one case of material 1 substituted with two cases of material 2.
The base unit of measure must be consistent between the entered item and its alternatives.
Weight/Volume
When you set the weight/volume relevance indicator for the main item category, the weight/volume of the main item line is based only on the values of the main item, not the sub-items. The system does not consider the weight/volume of the sub-items in the calculation.
The system does not automatically copy the weight/volume values of the main item into the delivery or the billing document. If you need to view the weight/volume of the main item in the delivery, or if you want to use pricing conditions based on weight/volume that are repriced in the billing document, write new VOFM data transfer routines. Refer to OSS note 71603 for more information.
If the weight/volume relevance indicator is set for the sub-item category, the weight/volume is based on the actual weight/volume of the sub-items. The system automatically copies these values into subsequent deliveries and billing documents.
Changing partners
You cannot change partners assigned in the product selection line items.
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