PP CONFIGURATION

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1. Planning Strategy - 10

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Planning strategy – 11

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Planning Strategy – 20

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Planning Strategy – 21

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Planning Strategy-25

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Planning Strategy – 26

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Planning Strategy – 30

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Planning Strategy – 40

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2.Planning-Strategy – 50

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Planning Strategy - 70

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MRP

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MRP ACTIVATION

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Availability Check
In this section, you make the settings, which are important for checking the
availability of material components in a production order.
To carry out a material availability check you need a checking group
and a checking rule.

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You allocate the checking group to the individual material in the material
master. You specify the checking rule for each application. Together, the
checking group and checking rule determine the scope of the check.
Define Checking Group
In this step, you define checking groups.
You must allocate each material you want checked for availability to a
checking group. You can allocate the material in the material master. The
checking group groups together materials checked according to the same
criteria. Materials can be grouped according to material type and/or MRP type,
for example.
You can also use the checking group to control whether
 the quantities confirmed in the availability check are to be locked
 during the check the normal ATP quantity or the cumulated ATP
quantity is to be used.
Notes
You allocate the checking group to the material in the material master under
the availability check field in the MRP data screen.
If you have not maintained a checking group for a material, the material will
not be checked for availability.
Activities
Define the necessary checking rules.

Define Checking Rule

Use
In this step, you can define checking rules for the following applications:
 Sales and distribution
 MRP
 Production order processing
 Maintenance order processing

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 Service processing
 Inventory management
You can thus carry out various application-related checks for a material.
Actions
For the company, define whether there is a need to check on a differentiated
basis for each application.

Define Scope of Check

In this menu option, you define the check scope. Checking group and checking
rule together specify the scope of the check.
You can specify the following:
 which elements relevant to MRP (inward goods movements/outward
goods movements) are taken into account (for example, purchase requisition,
purchase order, planned order)
 which stock categories are taken into account
 whether replenishment lead time is checked
Actions
Specify
 which inward goods movements and which outward goods movements
are to be included in the availability check
 which stocks are to be included in the availability check
 whether the check should take into account the replenishment lead
time
 whether the availability should always be checked at plant level.

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Define Checking Control
In this activity, you define the check control. The checking rule together with
the checking group specify the scope of the check.
You can make the checking rule as well as the actual check itself dependent
on the following parameters:
 plant
 order type
 operation
The operation can have the following characteristics:
o order created
o release(d) order
Control parameters for the operation 'create'
In addition to this, you can specify whether a planned order can be converted
to a production order or process order using collective conversion in the case
of:
o missing parts
o missing PRTs or
o insufficient capacity
'Release' control parameters for operation
In addition, you can control whether an order can be released in the case of
o missing materials
o missing PRTs
o insufficient capacity
Actions
Define the following:
 whether an availability check is to be carried out when you create or
release an order
 whether an availability check is to be carried out when you save an
order that has been created or released
 which checking rule is to be used

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 what effect a material shortfall is to have on the creation or release of
an order
Maintenance orders (PM)/Service orders (CS)
The automatic check at time 1 (create), is not executed for maintenance
orders, or service orders.
You can only carry out the check manually before you have released your
maintenance orders or service orders.
The automatic check at time 2 (release) is executed if it is switched on. (See
"no check" switch).
T-Code- OPJK

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Define Checking Rule for Backorder Processing
In this menu option, you can determine a checking rule per plant for
backorder handling.
The checking rule determines the scope of check for backorder handling.
Recommendation
We recommend that you use the same checking rule for backorder handling
as you do for availability checks.
Actions
Define the necessary checking rules.

TOR (Transfer of Requirements)

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Transfer of Requirements
By means of the transfer of requirements, the MRP department is informed
about the quantities and deadlines by which incoming orders should be
delivered. The system checks the availability of the goods based on the requested
delivery date of the customer and creates MRP records which contain all necessary
information for passing on to materials planning. The transfer of requirements
ensures that the goods are available in time for the delivery. Materials planning
transfer the reported requirements and creates production orders or purchase
requisitions from them, for example.

The following sections on the transfer of requirements describe how to

control the transfer of requirements.

The transfer of requirements is basically dependent upon the following factors:

 Requirements type

 Requirement class

 Check group

 Schedule line category

Note

The transfer of requirements is controlled globally using the requirements

class, which is derived from the requirements type for all sales document types. For
the sales document types, fine-tuning is also possible at schedule line level. This fine-
tuning is described in the section "Defining the procedure for each schedule
line category".

“Note that the requirements classes are also used in production so you
should coordinate any changes to the requirements classes with
production. The requirements type and, eventually, requirements class are
determined in the strategy group so all changes made there should also be
coordinated with production.”

Requirements transferred to planning are further processed in the module MM. You
must, therefore, coordinate the transfer of requirements with the module MM.

Requirements

For controlling transfer of requirements, you have to carry out the following steps:

1. Each requirement type has to be allocated to one requirement class only.

2. The transfer of requirements must be switched on at requirements class
level, the sales documents at schedule line level.
3. You must define a check group. It is possible to have this check group
proposed for the initial creation of a material master record.
4. Note that a plant must exist for transfer of requirements to be carried out
at document item level.

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Note

Requirements transferred to planning are further processed in the module MM. You
must, therefore, coordinate the transfer of requirements with the module MM.

Define Requirements Classes

In this menu option, you define and maintain the requirement classes with which you
control all functions relevant to requirements in logistics.

The requirement class controls the MRP and the requirements consumption strategy
as well as the relevancy for planning. Specifications on the settlement of the
requirement class, for example, the settlement profile and the results analysis
key, are preferably used by Materials Management and do not have to be used when
configuring the availability check and transfer of requirements.

The requirement class specifies the following points:

 Whether an availability check and a transfer of requirements is carried out for

a transaction (for sales documents, fine tuning using the schedule line
category is possible, see note),

 Whether the requirements are relevant for MRP,

 The allocation indicator from the sales view which controls the settlement of
customer requirements with planned independent requirements

 Whether an item is to be settled to an auxiliary account assignment,

 The settlement profile,

 The results analysis key.

Note

The availability check and transfer of requirements are controlled globally using the
requirement class for all sales document types. For the sales document types, fine-
tuning is also possible at schedule line level. The specifications from the requirement
class are transferred to the schedule lines as a default value and can be overwritten.

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Fine tuning of the sales document types using the schedule line category is described
in the section "Defining the procedure for each schedule line category".

For information on independent requirements allocation and independent

requirements reduction, see the manual "SD Sales". The configurations for
independent requirements allocation are described in the Implementation Guide for
Production Planning in the chapter "Demand Management" .

Actions

1. Check first whether the requirement classes available in the standard

version are sufficient for your demands.
2. If necessary, enter a new key for the requirement class, which can have up
to three characters, and a description.
3. Specify whether an availability check and/or a transfer of requirements
should be carried out for the requirement class. At requirements class level,
the availability check can only be activated at the same time as the transfer
of requirements. On the other hand, the transfer of requirements can be
activated independently of the availability check.
4. Specify whether a requirement is relevant for MRP.
5. Specify for the allocation indicator whether allocating a consumption
strategy to the requirement class should carry out a settlement of customer
requirements with planned independent requirements. The allocation
indicator corresponds to the settlement indicator, which is maintained in
planned independent requirements management. Customer requirements can
only be settled with planned independent requirements types to which the
same consumption strategy was allocated in independent requirements
planning.
6. Specify the indicator for requirements reduction, if necessary.

Notes

You can make the settings for the requirements class which concern costing and
account assignment in the following activity: Sales and Distribution -> Basic
Functions -> Account Assignment/Costing -> Maintain requirements classes for
costing/account assignment.

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Define Requirements Types
In this IMG step, you change or define requirements types which identify the different
requirements, such as sales order requirements, delivery requirements or individual
customer requirements. The requirements types can be changed, for example, in
order to represent customer-specific terms.

Together with the item category and the MRP type of the material, an allocation to
the individual transactions in sales and distribution is carried out by means of the
requirements type. Requirements type. Every requirements type is allocated to
a requirements class with its corresponding control features.

While a requirements type is allocated to a single requirements class, a requirements

class can be allocated to several requirements types. As a result, it is possible to
control different transactions in a uniform manner with regard to their technical
procedure.

Note

The requirements type is displayed in the sales document and can be changed there.

Actions

1. Check first whether the requirements types available in the standard

version are sufficient for your demands.
2. If necessary, enter an alphanumeric key for a requirements type, which can
have up to four characters, and a description.
3. Allocate a requirements class to the requirements type.

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Determination Of Requirement Types Using Transaction

In the standard system, requirements types are determined according to a specific

search strategy beginning with the material strategy group.

Strategy for Determining the Requirements Type

1. First, an attempt is made to find a requirements type using the strategy

group in the material master.
2. If the strategy group has not been maintained, the system will determine it
using the MRP group.
3. If the MRP group has not been defined, the system uses the material type
instead of the MRP group when accessing the corresponding control tables.
4. If no requirements type is found here, the system assumes a special rule
and attempts to find a requirements type with the aid of the item category
and the MRP type.
5. If this is not possible, a last attempt is made to find a requirements type
with the item category only.
6. If the last attempt fails, the system declares the transaction as not relevant
for the availability check or transfer of requirements.

Note

You can select an alternative search strategy in the 'Source' field, for example a
transaction-related procedure for determining requirements type (source = 1 or 2).

Example

There are business transactions, such as consignment stock processing, in which the
material with its planning characteristics is not important , rather the transaction
itself. An issue from the customer's consignment stock should not trigger an

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availability check against planning at the plant as layed down by the planning
strategy but rather against special stock.

Actions

1. Assign the item categories and MRP type to the requirements types.
2. Select an alternative search strategy in the 'Source' field if necessary.

Notes for determining requirements types in releases previous to 3.0

Up to and including Release 2.0, requirements types were determined using the
document item category and MRP type of the material in the relevant plant.

As of release 2.1, this specification is carried out identically for Logistics by means of
the MRP group of the material which specifies a strategy from which the
requirements type is determined.

Maintain Requirements For Transfer Of Requirements

In this step you can maintain your own requirements for the transfer of requirements.

The order quantity is always copied as a requirement in planning. With requirements,

you can prevent quantity reservations and with them confirmed quantities. You can
recognize this after saving a document: confirmed quantities will no longer exist (see
initial screen).

Standard settings

In the standard SAP System, requirement 102 prevents reservations from being
created in the event of a credit block.

Define Strategy

The planning strategy represents an appropriate procedure to be used for planning

and produced a material.

The planning strategy is defined by:

 a requirements type from demand management

 a requirements type from sales order management

 a combination of both that makes sense

In this section, you also see various control indicators for each planning strategy on
the overview screen, for example:

 consumption indicator (determines whether the requirements type in planned

independent requirements and the requirements type in sales order
management are consumed or whether sales orders increase the master plan,
and so on).

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  availability check (determines whether the check is to be carried out
according to ATP logic or as a check with planned independent requirements)

 assembly type (determines whether an assembly order is created for the sales
order and whether the assembly order is created as a planned order or as a
production order in the system)

 configuration (determines whether configuration is allowed), and so on

Standard settings

In the SAP standard system planning strategies are preset.

Recommendation

You should use the planning strategies that are contained in the standard system.

Actions

If necessary, enter new planning strategies.

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10 - Make-to-Stock Production

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11 - Make- to – stock prod. /gross requirement planning

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40 – Planning final Assembly

20 – Make-to-Order

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Define Strategy Group

In this step, you group strategies together into a strategy group. You can determine a
main strategy as well as up to seven alternative strategies.

Note

The main strategy is proposed in demand management or in sales order

management and can be overwritten by another planning strategy defined in the
strategy group.

You can allocate the strategy groups to the materials directly in the material master
record, or you can allocate the strategy groups to an MRP group and then in a second
step allocate the MRP group to the material in the material master record.

Default Settings

Strategy groups are preset in the SAP R/3 Standard System.

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Actions

1. Change the strategy groups contained in the SAP R/3 Standard System
according to your requirements.
2. Create new strategy groups, if necessary.

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