Global Available to Promise with SAP: Functionality & Configuration (H3190)

Description

* Master core functionalities and configuration techniques

* Explore how global ATP works and integrates with other key SAP software

* Optimize your global ATP functionalities to suit specific business processes

Are you a supply chain professional or practitioner striving to find ways to keep your customers satisfied? If your answer is yes, then this is the book for you! Here, you'll find practical knowledge, configuration steps, and useful tips and tricks to maximize the efficiency of your SAP system. Upon completion of this book, you will have a firm understanding of how global available-to-promise can streamline your company's order fulfillment processes.

Technical Guidance

Maintain your global ATP system during implementation and after go-live.

Comprehensive Understanding

Discover how global ATP bridges the gap between order fulfillment and planning, streamlines your business processes, and enhances customer satisfaction.

Customize Your SAP System

Learn how to customize ATP processes to fit your business needs with rules-based ATP, product allocation, capable-to-promise, multilevel ATP checks, backorder processing, and more.

Integration with SAP Tools

Find the enhancement possibilities available for global ATP, as well as how it integrates with SAP CRM and service-oriented architecture.

Real-World Examples

See practical use cases throughout the text that illustrate how global available-to-promise can work for your business.

CONTENTS:

... Preface ... 15

1 ... Order-to-Cash Business Process ... 19

1.1 ... Order-to-Cash Overview ... 19

1.2 ... Supply Chain Operation Reference Model ... 23

1.2.1 ... SCOR Order-to-Cash Model for Stocked Product ... 25

1.2.2 ... SCOR Order-to-Cash Model for Make-to-Order Product ... 31

1.2.3 ... SCOR Order-to-Cash Model for Engineer-to-Order ... 33

1.2.4 ... SCOR Order-to-Cash Model for Retail ... 36

1.3 ... Key Performance Indicators for Order-to-Cash ... 38

1.4 ... Available-to-Promise in Order-to-Cash ... 39

1.5 ... Summary ... 42

2 ... Introduction to Global Available-to-Promise ... 43

2.1 ... Global Available-to-Promise Overview ... 43

2.2 ... Global ATP Capabilities ... 45

2.3 ... ATP in SAP ERP versus Global ATP ... 47

2.4 ... Global ATP Basic Methods ... 49

2.4.1 ... Product Availability Check ... 50

2.4.2 ... Product Allocation ... 53

2.4.3 ... Forecast ... 55

2.5 ... Global ATP Advanced Methods ... 55

2.5.1 ... Rules-Based ATP Check ... 56

2.5.2 ... Multi-Item Single Delivery ... 59

2.5.3 ... Production Capable-to-Promise ... 59

2.5.4 ... Production Multilevel ATP Check ... 60

2.6 ... Global ATP Extended Functions ... 62

2.6.1 ... Backorder Processing ... 63

2.6.2 ... Time and Scheduling Functions ... 64

2.6.3 ... Global ATP Exception Management Alerts ... 65

2.6.4 ... Global ATP Implementation Approach ... 66

2.7 ... Summary ... 68

3 ... How SAP APO Global ATP Technology Works ... 69

3.1 ... Global ATP Time Series ... 69

3.2 ... Global ATP Technical Landscape ... 71

3.3 ... Core Interface (CIF) ... 72

3.3.1 ... Core Interface Configuration Steps ... 73

3.3.2 ... Core Interface Enhancements ... 76

3.4 ... Building Integration Models for Global ATP in SAP ERP ... 77

3.5 ... Monitoring Core Interface Processing in Global ATP (SAP APO) ... 79

3.6 ... Summary ... 81

4 ... Basic Configuration and Master Data Required for Global ATP ... 83

4.1 ... Basic Global ATP Configuration ... 83

4.1.1 ... Business Event ... 85

4.1.2 ... Check Mode ... 85

4.1.3 ... Check Instructions ... 86

4.1.4 ... ATP Group ... 88

4.1.5 ... Check Control (Check Horizon, Categories, Scope of Check) ... 89

4.2 ... Master Data Requirement for Global ATP ... 90

4.2.1 ... Check Mode Determination ... 90

4.2.2 ... Checking Horizon ... 91

4.2.3 ... ATP Group ... 93

4.3 ... Summary ... 93

5 ... Integrating Transportation Shipment and Scheduling with Global ATP ... 95

5.1 ... Transportation and Shipment Scheduling Overview ... 95

5.1.1 ... Transportation and Shipment Scheduling using the Condition Technique ... 98

5.1.2 ... Condition Technique Configuration ... 100

5.1.3 ... Condition Technique Scenario Testing ... 104

5.2 ... Transportation and Shipment Scheduling using the Configurable Process Scheduling (CPS) Method ... 105

5.2.1 ... Configurable Process Scheduling (CPS) Configuration ... 106

5.2.2 ... Additional Configuration Steps ... 112

5.2.3 ... Configurable Process Scheduling (CPS) Scenario Testing ... 114

5.3 ... Summary ... 117

6 ... Designing Your Supply Chain ATP with Rules-Based ATP ... 119

6.1 ... Overview of Rules-Based ATP ... 119

6.2 ... Business Case Study I: Product and/or Location Substitution ... 120

6.3 ... Basic Configuration ... 121

6.3.1 ... Condition Technique ... 123

6.3.2 ... Define the Condition Table ... 124

6.3.3 ... Define the Access Sequence ... 124

6.3.4 ... Define the Condition Type ... 125

6.3.5 ... Define the Rule Strategy and Assign the Condition Type ... 125

6.3.6 ... Define the New Rule Strategy Sequence ... 126

6.4 ... Basic Master Data: Rule Maintenance ... 128

6.4.1 ... Rule Control ... 130

6.4.2 ... Calculation Profile ... 131

6.4.3 ... Activity Type ... 131

6.4.4 ... Maintaining Condition Records ... 132

6.5 ... Scenario Testing for Location Substitution ... 133

6.6 ... Business Case Study II: Consolidation Location ... 136

6.7 ... Business Case Study III: Stock Transport Orders ... 140

6.7.1 ... Configuration in SAP ERP ... 140

6.7.2 ... Configuration in SAP APO ... 141

6.8 ... Business Case Study IV: Sales Scheduling Agreement ... 143

6.9 ... Enhancements ... 144

6.9.1 ... Enhancements in the SAP ERP Field Catalog for Rules-Based ATP ... 144

6.9.2 ... Enhancement in SAP APO for Global ATP ... 145

6.10 ... Summary ... 146

7 ... Managing Your Supply Chain ATP with Product Allocation ... 147

7.1 ... Overview of Product Allocation in Global ATP ... 147

7.2 ... Business Case Study: Product Allocation ... 149

7.3 ... Basic Configuration of Product Allocation in SAP APO ... 151

7.3.1 ... Creating a New Planning Object Structure ... 152

7.3.2 ... Creating a New Planning Area ... 152

7.3.3 ... Define a New Planning Book ... 153

7.3.4 ... Maintain Field Catalog for Characteristics ... 154

7.3.5 ... Maintain the Product Allocation Object ... 155

7.3.6 ... Maintain the Product Allocation Group ... 155

7.3.7 ... Maintain the Product Allocation Procedure ... 159

7.3.8 ... Maintain the Sequence of the Product Allocation Procedure ... 161

7.3.9 ... Maintain the Connection to the Planning Area ... 161

7.3.10 ... Check the Product Allocation Settings ... 163

7.4 ... Basic Master Data for Product Allocation ... 163

7.4.1 ... Characteristics Combination for Demand Planning ... 163

7.4.2 ... Characteristics Combination for the Product Allocation Group ... 166

7.5 ... Key Steps in Scenario Testing ... 169

7.6 ... Enhancement for Product Allocation ... 173

7.6.1 ... Enhancements in the SAP ERP Field Catalog for SAP APO Product Allocation ... 173

7.6.2 ... Enhancements in SAP APO for Product Allocation ... 175

7.7 ... Summary ... 175

8 ... Keeping Your Order Confirmation Firm with Global ATP Backorder Processing ... 177

8.1 ... Overview of Backorder Processing (BOP) in Global ATP ... 177

8.1.1 ... Backorder Processing Comparison in SAP ERP and Global ATP ... 179

8.1.2 ... Business Case Study Example ... 180

8.2 ... Basic Configuration for Backorder Processing ... 181

8.2.1 ... Filter Type ... 182

8.2.2 ... Sort Profile ... 183

8.3 ... Basic Master Data for Backorder Processing ... 184

8.4 ... Key Steps in Scenario Testing ... 187

8.5 ... Overview of Event-Driven Quantity Assignment (EDQA) ... 192

8.6 ... Enhancements in Backorder Processing ... 200

8.7 ... Summary ... 201

9 ... Streamlining Your Manufacturing Planning with Capable-to-Promise ... 203

9.1 ... Overview of the Capable-to-Promise Process ... 203

9.2 ... Business Case Study Example ... 206

9.3 ... Capable-to-Promise: Basic Configuration ... 209

9.3.1 ... Global ATP: Check Mode ... 209

9.3.2 ... Global ATP: Check Instruction ... 210

9.3.3 ... Global ATP: Rules-Based CTP ... 211

9.3.4 ... Production Planning and Detailed Scheduling: Production Planning Procedure ... 212

9.4 ... Basic Master Data Requirements ... 217

9.4.1 ... Product Location (SAP APO Transaction /SAPAPO/MAT1) ... 218

9.4.2 ... Work Center (SAP ERP Transaction CS03) ... 219

9.4.3 ... Bill of Materials (SAP ERP Transaction CR03) ... 219

9.4.4 ... Routing (SAP ERP Transaction CA23) ... 220

9.4.5 ... Production Version (SAP ERP Transaction C223) ... 220

9.4.6 ... Resource (SAP APO Transaction /SAPAPO/RES01) ... 220

9.4.7 ... Production Process Model (Transaction /SAPAPO/SCC03) ... 222

9.5 ... Key Steps in Scenario Testing ... 224

9.5.1 ... Case 1: Block Planning Resource ... 225

9.5.2 ... Case 2: Location Determination Activity ... 227

9.6 ... Summary ... 229

10 ... Confirming Customer Orders with Multilevel ATP Component-Level Check ... 231

10.1 ... Overview of the Multilevel ATP Process ... 231

10.2 ... Business Case Study Example ... 234

10.2.1 ... Fulfilling Business Logic and Rules ... 235

10.2.2 ... Variant Configuration ... 236

10.3 ... Basic Configuration of Multilevel ATP ... 236

10.3.1 ... Global ATP: Check Mode ... 237

10.3.2 ... Global ATP: Check Instruction ... 237

10.3.3 ... Global ATP: Rules-Based Multilevel ATP ... 239

10.3.4 ... Production Planning and Detailed Scheduling: Global Settings ... 240

10.3.5 ... Demand Planning (SAP APO DP): Planning Area and Planning Book ... 242

10.4 ... Basic Master Data Rule Requirements ... 244

10.4.1 ... SAP ERP Variant Configuration ... 245

10.4.2 ... SAP APO Demand Planning: Characteristics-Based Forecasting ... 247

10.4.3 ... SAP APO Product Location Master ... 249

10.4.4 ... SAP APO Production Data Structure ... 250

10.4.5 ... Rules-Based Condition Record ... 251

10.5 ... Key Steps in Scenario Testing ... 251

10.5.1 ... Scenario 1: Multilevel ATP ... 251

10.5.2 ... Scenario 2: Multilevel ATP with a Rules-Based Check ... 253

10.6 ... Summary ... 256

11 ... Integrating Global ATP with Supply Planning ... 257

11.1 ... Integration between Supply Planning and Order Fulfillment ... 257

11.2 ... Integrating Rules of Global ATP in the Capable-to-Match Planning Run ... 259

11.2.1 ... Configuration for Rules-Based ATP Integration with CTM ... 260

11.2.2 ... Master Data for Rules-Based ATP Integration with Capable-to-Match ... 262

11.3 ... Integrating Global ATP in Transportation Planning and Vehicle Scheduling ... 265

11.3.1 ... Dynamic Route Determination (DRD) Profile ... 267

11.3.2 ... Activation of Dynamic Route Determination ... 270

11.4 ... Summary ... 270

12 ... Integrating the SAP Customer Relationship Management System with Global ATP ... 273

12.1 ... Overview of SAP CRM with Rules-Based ATP ... 273

12.2 ... Basic Configuration in the SAP CRM System ... 274

12.2.1 ... ATP Profile ... 275

12.2.2 ... Item Category ... 276

12.2.3 ... Item Category Determination ... 276

12.2.4 ... Business Partner Assignment ... 277

12.3 ... Basic Configuration in Global ATP for CRM Integration ... 278

12.3.1 ... Requirements Profile ... 278

12.3.2 ... Rules-Based ATP ... 280

12.4 ... Master Data Maintenance ... 280

12.5 ... SAP CRM Business Scenario Testing ... 282

12.6 ... Enhancements in CRM for Global ATP ... 284

12.7 ... Integration Scenarios with CRM ... 284

12.7.1 ... Kit-to-Order ... 285

12.7.2 ... Special Dynamic Safety Stock ... 285

12.7.3 ... Third-Party Order Processing ... 285

12.8 ... Summary ... 287

13 ... Accelerate Your Global ATP Implementation with Service-Oriented Architecture (SOA) Packages ... 289

13.1 ... Introduction to Service-Oriented Architecture ... 289

13.1.1 ... Configuration Templates ... 290

13.1.2 ... Ease of Integration ... 290

13.1.3 ... Business Process Library ... 291

13.2 ... Modeling and Designing the Order Management Process in SOA - Case 1: ATP Check Enterprise Services Bundle ... 292

13.3 ... Modeling and Designing Order-Management Process in SOA - Case 2: Availability Issue Resolution and Backorder Processing ES Bundle ... 295

13.4 ... Understanding SOA by Design ... 298

13.5 ... Enterprise Service Repository ... 300

13.6 ... Summary ... 302

14 ... Maintenance and Monitoring Procedure for Global ATP ... 303

14.1 ... Monitoring and Maintenance ... 303

14.1.1 ... Backorder Processing (BOP) ... 303

14.1.2 ... Temporary Quantity Assignment (TQA) ... 304

14.1.3 ... Persistent Quantity Assignment ... 304

14.1.4 ... SAP ERP Database and SAP APO liveCache ... 305

14.1.5 ... Reorganization ... 308

14.1.6 ... SAP APO Planning Area ... 310

14.1.7 ... Product Allocation ... 311

14.2 ... Regular Transactions and Batch Jobs ... 313

14.3 ... Disaster Recovery Plan ... 315

14.3.1 ... Switching the ATP Check from SAP APO to SAP ERP ... 315

14.3.2 ... Performing an ATP Check in SAP ERP for the Interim ... 316

14.3.3 ... Switching the ATP Check Back from SAP ERP to SAP APO ... 316

14.3.4 ... Postprocessing Sales Orders in Global ATP ... 317

14.4 ... Performance ... 317

14.5 ... Application Log ... 319

14.6 ... Sizing ... 319

14.7 ... Summary ... 320

... Appendices ... 323

A ... Enhancements in Global ATP ... 325

A.1 ... Minor Enhancement Scenarios in Global ATP ... 325

A.2 ... Major Enhancement Scenarios in Global ATP ... 329

A.3 ... Enhancements in SAP ERP Field Catalog for SAP APO Global ATP and Product Allocation ... 330

A.4 ... Enhancements in SAP APO Field Catalog for SAP APO Global ATP and Product Allocation ... 331

B ... SAP Notes for Global ATP ... 333

B.1 ... General ... 333

B.2 ... Rules-Based ATP ... 333

B.3 ... CTP and Multilevel ATP ... 334

B.4 ... Scheduling Function ... 334

B.5 ... Backorder Processing ... 335

B.6 ... Product Allocation ... 335

B.7 ... Transportation Integration ... 336

B.8 ... CRM Integration ... 336

B.9 ... Enhancements ... 336

C ... The Authors ... 339

... Index ... 341