Basic Functions Flashcards
Material substitution reasons fields: Strategy
Determines whether the substitution is automatic, provides a pop up for selection, general material determination with selection, without ATP
Sales doc and material determination procedure relationship
You assign material determination procedure to a sales doc type
BOM Group
A way to include or exclude components that belong to a collection of BOM materials. You can add components to a BOM group so that all the BOM materials in the group get the component.
Types of Transfer of Requirements
Individual requirements
Collective requirements
Individual requirements
A TOR occurs for each sales document that is created.
Source document can be identified by looking in the availability overview of each requirement
Collective requirements
Combine several document quantities on certain criteria
Can be done done daily or weekly.
The source documents cannot be identified directly but can be determined from the list of orders for the material
Requirement type, item category, and MRP type
Assign Requirement type to item category and MRP type of material
Material Determination
When a material is entered and it’s not available or being phased out, it can automatically be replaced by another material. Follows a condition technique based material.
Material Determination Configuration
Create condition tables Create access sequences Create condition types Creation determination procedure Assign material determination procedure to sales document type Define substitution reason
Checking group
Controls how requirements are transferred to MRP. More specifically, whether the system creates individual or collective requirements in sales and distribution processing.
Field is called “Availability check” in the sales view of Material Master
Checking rule
What stock types are included in ATP and what kind inward and outward movements are included in ATP calculation
4 moving parts of the Availability Check
Checking group
Checking rule
Schedule line category
Delivery item category
3 ways to trigger availability check
Change the ordered quantity
Change the plant
Manual button
ATP Quantity moves based on…
potential stock changes
ATP Quantity
Current Stock + Inward movement (planned receipts) + Outward movement (planned issues)
Inward movement
Planned orders (internal procured) and Purchase
Outward movement
Sales orders (works like reservations) and Deliveries
Listing/Exclusion
Utilizes the condition technique
Availability check is done at the…
Schedule line category level
Requirement is short term for…
Transfer Of Requirement (TOR)
MRP
Material Requirement Planning
Requirement synonym
Demand
Key inputs of MRP
Current Sales/Demand and Historic sales
Key outputs of MRP
Purchase Requisitions and thus Purchase Orders
Planned Orders and thus Production Orders
Transfer of Requirements
The transferring of the necessary production/procurement requirements of a sales order to MRP.
Copy Control Flows
QT -> OR OR -> LF LF -> F2 RE -> LR (delivery) F2 -> S1 F2 -> LR (IL) F2 -> CR CR -> G2 F2 -> DR DR -> L2
VT(Target)(Source)
Copy Control Configuration t-codes
Copy Control Requirement/Routine
The check on document copy control plausibility
Requirement/Routines
Checks which are defined by code determining whether a process is permitted
Data Transfer Routines
Copy Control Routines which carry specific data from source document to target
Routines for Standard SAP
001-600
Routines for Custom
601-999
VOFM
T-code for creating custom routines
Replenishment lead time
RLT, the time it takes to get the goods ready and available for the customer
Replenishment lead time calculation: Internal Procurement
Current date + production time + G/R processing time
Procurement Type field
This field exists in the Material Master in MRP 2 view
The fields for RLT are set in the…
Purchasing and MRP views of Material Master
Replenishment lead time calculation: Externally Procurement
Purchasing lead time + G/R processing time + Planned delivery time
Purchasing lead time
How long it takes to convert a purchasing requisition into a purchase order
G/R processing time
How long it takes for the warehouse employees to receive and store the goods in the warehouse
Partner functions available in..
Customer Master Sales order header Sales order item Delivery Billing header Billing item
Partner function configuration field: Unique
Only 1 occurrence per partner function
Partner function configuration field: Type
The type of partner, customer, logical system, etc
Partner function determination configuration field: Not modifiable
Not modifiable, partner function can not be modified after creation
Mandatory,
Partner Determination Procedure Customer account group Assignment
Customer account group is assigned to the partner determination procedure
Partner function customer account group assignment
Assign the partner function with the customer account group
Partner determination procedure sales document
Sales document type is assigned to the partner determination procedure
This configuration has source and origin, source being the previous transaction, and origin being master data
Backwards scheduling
Calculating the relevant dates for a delivery based on the customer’s requested delivery date
Default
Forward scheduling
Calculating the delivery date by starting with the material availability date
Used if backwards scheduling fails
Incompletion procedure can be activated in…
Sales document types Item Categories Schedule line categories Partner functions Sales activities Delivery types Delivery item categories
Transfer of requirement dependent upon…
Requirement type
Requirement class
Checking group
Schedule line category
Requirements class
All Global settings for the Availability check & Transfer of Requirement are done here
Control the MRP, Consumption of PIR with Customer Requirement & Whether Customer Requirement are Relevant to Planning or not
Used in SD Configuration of Availability Check & Transfer of Requirements
Requirements type
We can define different Requirement Types like sales order requirements, delivery requirements or individual customer requirements. Determines the planning strategy to be used for a particular requirement
Assigned to Requirement Class in configuration in order to carryout Availability check & Transfer of Requirement.
used in SD Configuration of Availability Check & Transfer of Requirements
Criteria needed for transfer of requirements to be carried out
Plant must be assigned to sales document line item Schedule line category must be switched on for TOR TOR must be switched on at requirements class level Checking group must be defined and allocated to MM record in sales: General/Plant view
Consumption modes
Defines whether and in which direction on the time axis from the requirements date the consumption of customer requirements with planned independent requirements should occur.
Consumption mode options
No planning consumption Backwards consumption only Forwards consumption only Backwards/forwards consumption Forwards/backwards consumption
Requirements date
Date the sales order was created
Backwards consumption only
Starting from the requirements date, backwards consumption is carried out within the relevant consumption period
Forwards consumption only
Starting from the requirements date, forward consumption is carried out within the relevant consumption period
Backwards/forwards consumption
Starting from the requirements date, backwards consumption is performed first of all. Then, if no planned independent requirements can be allocated before the requirements date, forward consumption is performed. Both procedures are carried out for the relevant consumption period.
Forwards/backwards consumption
Starting from the requirements date, forward consumption is performed first of all. Then, if no independent requirements can be allocated after the requirements date, backwards consumption is performed. Both procedures are carried out for the relevant consumption period.
Planning materials
Used for planning purposes only. It is not actually produced, but is used to pass on the dependent requirements of the non-variable parts from the finished product
Requirement type Requirement class allocation
Requirement type is allocated to 1 requirement class Requirement class can be allocated to many requirement types
Pre-defined search strategy for requirement type
Find requirements type using strategy group in MM
If strategy group not maintained, system will determine it using MRP group
If MRP group not defined, system uses material type
If no requirements type is found, system assumes a special rule and attempts to find a requirements type by the item cat and the MRP type
Final attempt to find a requirement type with the item category
System declares the transaction as not relevant for availability check or TOR
3 types of availability check
On the basis of the ATP quantities
Check against product allocation, allowing a predefined distribution quantity of products to customers
Takes place in the stand-alone APO planning system
Two type of standard checking groups
01 daily requirements
02 individual requirements
Copy control config: Copy item number
Used when you copy the entire previous document into a new document. The same header and item numbers you had will be copied.
Copy control config: Complete reference
Useful in copying legally approved quotations into a sales document. Restricts the user into copying the entire document as opposed to partially copying data.
Incompletion logs can be created for…
Sales doc header data Sales doc item data Sales doc schedule line data Sales activity data Partner data in sales docs, deliveries, and sales activities Delivery header data Delivery item data
You can assign incompletion procedure to…
Sales document types Item categories Schedule line categories Partner functions Sales activities delivery types delivery item types
Partner determination can be defined for…
Customer master Sales doc header Sales doc item Delivery Shipment Billing doc header Billing doc item Sales activities (CAS)
Text Determination config
Choose text object
Text type
Define access sequence (not needed for customer master record text objects, customer master record is the highest level possible in text determination)
Create the text procedure
Assign the text type to the procedure
Assign the procedure to the account group
System accesses the forms of payment in the following sequence..
Payment card activated first (if a payment card is entered in the document)
Documentary payment guarantees are activated immediately
Export cred insurance is activated if a valid contract exists
Product hierarchy level maximum
9
Customer hierarchy can be defined for…
Sales doc header Sales doc item Delivery Shipment Billing header Billing item Sales activities (CAS)
Output determination activities…
Sales activities Sales documents Outbound Deliveries Inbound deliveries Handling units Groups Shipments Billing Documents
Statuses that may be incomplete…
General Delivery Billing document Price Goods movement Picking Packing
Defining incompletion procedure
Select the incompletion group
Select procedures
Partner determination configuration
Partner determination procedures have partner functions assigned within them
Partner determination procedures are assigned to customer account groups
You must assign newly created account groups to the list of account groups allowed to have partner determination procedures
Partner functions are assigned to account groups
Copy Control doc config: FPLA
A routine that checks that certain billing plan requirements have been met and then copies relevant billing plan data into the proceeding document
Copy Control doc config: Configuration
Used for the item category representing the main item of a configurable product.
Configurable product, a basic product that can be configured by the customer to their specific requirements ala a car
Copy Control doc config: reexplode structure/free goods
Used when you wish the system to redetermine the bill of materials in the sales document.
Copy Control doc config: positive/negative qty
Use for document flow if you have specified the completion indicator on an item category type
Determines how the value taken from the source document will affect the billing documents
Copy Control doc config: Copy quantity
forces the system to copy the quantity of the field best suited for the document type being referenced
Copy Control doc config: Copy item copy mode
Specifies how the material in a value contract item may be copied
Copy Control doc config: Copy product select.
Specifies whether the system automatically copies the results of product selection from a source sales document to a target sales document
Copy Control doc config: PricingExchRate type
determines which date to uses as the basis for the exchange rate
Copy Control doc config: Cumulate cost
Used to determine if the cost is to be rounded up from the sub-items to a main item
A material can be assigned to only one…
Division
Plant determination sequence
Customer-material info record
Customer Master record
Material Master
Data in a sales order is not re-determined after a change of the sold-to party
Sales office and sales group
Availability and product allocation
The standard calculation rules provided by SAP for the free goods
The free goods quantity is the quantity that is calculated from the discount quantity
The document quantity is the quantity entered by the person who creates a sales order
Rescheduling is dictated by…
Customer delivery priority
“Fixed order/date” field in order item level
Info that can be changed when you create an outbound delivery reference to a sales order
Delivery qty
Weight
Planned goods issue date
Transaction variant
You can change the layout of the screen. Transaction variants are actually made up of a series of screen variants. The field values and settings for each screen in the transaction variant are stored in a screen variant.
