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APO-ATP-BOP: Backorder Processing ( RELNAPO_30A_SP1_ATP-BOP1 )

APO-ATP-BOP: Backorder Processing ( RELNAPO_30A_SP1_ATP-BOP1 )

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Short text

APO-ATP-BOP: Backorder Processing

Use

As of Release 3.0A (First Customer Shipment and Support Package 1) you can carry out backorder processing in APO. Backorder processing is a tool of the availability check. Using this tool you can diagnose backorders and override the results of the availability check. That is, you can redistribute a confirmed quantity of one or several products over a quantity of selected requirements.

A distinction is made between:

  • Interactive backorder processing
This means the interactive distribution of the confirmed quantity to several orders.
  • Batch backorder processing
This corresponds to rescheduling in the R/3 system.

In comparison to backorder processing in the R/3 system, backorder processing in APO is enhanced by the following functions:

  • Filtering can be configured
  • The sort can be configured
  • Scheduling can be configured
  • Interactive backorder processing and batch backorder processing can be combined

Combinations of Batch Backorder Processing and Interactive Backorder Processing

Possible Scenarios

  1. You carry out batch backorder processing in order to redistribute confirmed quantities for order items of backorders in accordance with a priority list. Let this backorder processing run in the background. The results are directly updated afterwards. If you have to define unforeseen, short-term customer priorities the following day, use interactive backorder processing.
  2. The results of batch backorder processing must not be updated immediately. They are saved in a buffer. You can process or reject the results via interactive backorder processing from the worklist. The assigned quantities are locked by temporary quantity assignments. The results of backorder processing can be updated afterwards or deleted completely.
  3. You carry out a product availability check using the checking horizon (replenishment lead time). There is a shortage because the checking horizon (replenishment lead time) has expired and no new receipt elements are found. You carry out batch backorder processing and cancel confirmation of order items so that other order items, which are not yet confirmed, can be confirmed.

Batch backorder processing can be included in a call sequence between Production Planning and Detailed Scheduling (PP/DS) or Supply Network Planning (SNP) and interactive backorder processing.

  • Selection via net change
When a change occurs in the supply situation due to a change or a planning run in PP/DS, SNP or in changes to the master data, the location product for backorder processing (batch/interactive) is selected or marked. A net change flag, which is evaluated via a filter type, is used for selection.
  • Alerts analysis
The alerts are generated, if required, through changes in Production Planning and Detailed Scheduling (PP/DS), a change in the supply situation or during the availability check.
To start batch backorder processing, you can also analyze the alerts. The alerts analysis is an alternative for the filter, which selects the orders for batch backorder processing.
Within the Alert Monitor framework, interactive backorder processing can be called directly from the Alert Monitor to help cancel alerts. You will find further information in the Alert Monitor release information.

Backorder processing should be planned interactively or in the background (regularly, if necessary) in the following situations:

  • After a PP/DS planning run, a Supply Network Planning planning run or after changes in the master data
  • After a change in the availability situation
  • After the arrival of preferred orders

Note

Backorder processing in APO must be used with APO relevant products.

Batch Backorder Processing

Preparation for batch backorder processing divides into two areas:

  • Determine worklist (filter and sort)
  • Define parameters for backorder processing

You set the orders that are to take part in batch backorder processing. The filter executes the selection of the chosen orders. You can assign a quantity as priority to orders and these orders are processed before the lower priority orders. The processing of orders is carried out according to priorities. The priority of the orders is ensured via the sort. The sorter carries out the sort.

Define Worklist

You define the filter and the sort of the orders and order items for backorder processing in the worklist.

In the initial screen, you define with which filter type batch backorder processing should work. You can choose the following filter types:

  • Configurable filter
The selection criteria can be configured in this filter type. You can define the order types (sales orders, stock transfer orders) that should take part in backorder processing. In order to define a filter type, select from SAP Easy Access Global ATP Environment Current Settings Filter Type.
  • SAP_ALERT (is delivered)
Orders, which are affected by the Alert Monitor, are selected via this filter.
  • SAP_NETCHANGE (is delivered)
Orders are selected for location products in which the net change flag is set.

In the sort profile you configured a list of characteristics (for example KUNDENGRP, KUNDENPRIO, and so on). You enter the filter type and the sort profile in the initial screen and generate a so-called filter variant. You enter characteristic values for the selection. Furthermore, you can restrict the scope of the selected order items as well as characteristic values on their confirmation status. Besides you can determine whether confirmations, which are already firmed, should be considered when selecting order items for backorder processing. The settings of the filter type must be stored in a variant so that they can be considered in backorder processing. All settings, which are not saved in a variant, are lost.

You will find a detailed procedure in the filter program documentation.

Before you carry out backorder processing, you should check the worklist. From SAP Easy Access choose Global ATP Backorder Processing Backorder Processing Worklist.

Maintain Parameters

The parameters that you set here are relevant to backorder processing control.

  • You define the basic method for which the redistribution of confirmed quantities in backorder processing is carried out.
The corresponding basic method is carried out in each case (if it is contained in the check instructions). If you have not selected a basic method, only additional available quantities will be distributed to the selected orders.
  • You can cancel confirmation for a subset of the selected orders. To do so, you create a new filter variant.
  • Rule evaluation is not currently supported, that is, sub items, which resulted from rules, are not exploded.
For existing items, which are not sub items, the rules are executed.
  • ATP Customizing can be read.
The check mode and the product allocations procedure (from the product master) are read and delivered to the R/3 system when updating.
  • Define availability check area
You can determine the documents quantities for which an availability check is carried out in backorder processing.
  • Request

The requested quantity is transferred to the availability check by the requested date. The dates for all documents are redetermined.
  • Confirmation

The availability check is carried for the confirmed quantity by the confirmed date. For backorder documents (the product availability date is past) use the rescheduling indicator.
  • Rescheduling

If you set the rescheduling indicator, rescheduling takes place if the date is past.
The date can be either the product availability date or the goods issue date.
If you have not set the indicator, rescheduling does not take place even if the date is past. The availability check is carried out with the product availability date in the past. Rescheduling only takes place if the date is past.
  • Define the execution mode.

Define the execution mode for backorder processing

There are three different execution types for backorder processing

  • Results update
The results of backorder processing are updated immediately. The assigned quantities are locked by temporary quantity assignments until updating is completed via the connected OLTP system. The results can be checked subsequently in a log list.
  • Simulation
The assigned quantities are not protected by temporary quantity assignments. The results can be checked in a log list. The results of backorder processing cannot be changed or updated interactively.
  • Postprocessing through interactive backorder processing
The results of backorder processing are not updated immediately. They are saved in a buffer and can be processed further or rejected through interactive backorder processing. The assigned quantities are locked by temporary quantity assignments. Updating can also be triggered or rejected independently of interactive backorder processing.

Integration

Using a report you can check the settings that you carried out in the filter or the sort profile before executing backorder processing via Global ATP Backorder Processing Backorder Processing Worklist.

Furthermore, the following reports are available:

  • Backorder processing runtime display
  • Results display
  • Delete backorder processing
  • Update backorder processing

Interactive Backorder Processing

Access to interactive backorder processing can be either product oriented or can be gained via a worklist.

You can gain access to product oriented, interactive backorder processing in SAP Easy Access via

Global ATP-->Backorder Processing--> Interactive Backorder Processing --> tab folder Individual Access.

or from the product view via

Production Planning--> Interactive Production Planning--> Product View--> ATP tab folder.

The following data is required when accessing via the Global ATP menu (tab page Individual Access)

  • Location product
  • Business event
  • Account assignment object (optional)

Alternatively, you can access backorder processing via a pre-defined worklist (tab page Worklist). The compilation of the worklist to execute interactive backorder processing is, as with batch backorder processing, order oriented, the difference being that the selected orders are displayed first in a list when executing. You can select the orders here and branch to interactive backorder processing.

Note the following when accessing interactive backorder processing via the product view:

  • The business event for backorder processing is determined from the location master. This applies also to preassignment when you first access interactive backorder processing and when you access the product availability view.
You enter the business event in the location master from the SAP Easy Access menu via Master Data Location.
  • Access via the product view is always gained via the active planning version (000).

Processing occurs at schedule line level. During interactive backorder processing, firmed schedule lines (date and quantity) and requirements can be confirmed, even though availability was not given for the given authorization (role ATP Controller). This is called overriding. You assign a confirmed quantity manually to the requirement items.

Functions in Display Mode

  • Subtotals (Totals display for receipts, requirements and confirmed requirements)
  • Display scope of check
  • Carry out product availability check (for example, by changing the business event)
Functions in Change Mode
  • Change, delete, insert schedule lines by selecting a document beforehand
Note
You can only insert new schedule lines for customer requirements (not for stock transfer documents).
  • Reset
  • Subtotals (sums display for receipts, requirements and confirmed requirements)
  • Display scope of check

Enter reduction factor between 0 and 1 and change selected schedule lines

In interactive backorder processing you can reduce the previously confirmed quantity in the selected requirement items by the factor entered. You can now assign the ATP quantities thereby released to requirements with higher priority than the confirmed quantities.
If you have changed the schedule lines and choose ENTER, a product availability check will be carried out automatically via the confirmed quantity to define the newly cumulated ATP quantity. The other basic methods are treated as neutral results.
Note
Since the other basic methods are treated as neutral results, shortage situations can be generated in the product allocation situation and the consumption situation during planning.
The changes you have made can be rejected again. Updating only starts when you save your changes.

Overriding

In interactive backorder processing it is possible, using the corresponding authorization (role: ATP Controller), to assign confirmed quantities even if the cumulated ATP quantity is not sufficient. You thereby generate a negative ATP quantity and override the result of the availability check. You should only insert this overriding function for the short-term removal of a bottleneck in the logistics chain. The agent with the role of ATP Controller must be able to guarantee the procurement of a covering receipt.

Integration

The checking rule for backorder processing in the R/3 system (plant parameters) is transferred via the APO Core Interface (see location). In the R/3 system you enter the checking rule for backorder processing in Customizing for Production Material Requirements Planning Plant Parameters. In APO you enter the business event in the location master from SAP Easy Access via Master Data Location.

The business event for backorder processing is relevant to access via the product view or in the initial access into interactive backorder processing.

Effects on Customizing

Maintain filter type

You define in the filter type which characteristics can be used in a filter for backorder processing. In order to create a filter type select in the SAP Easy Access menu Global ATP Environment Current Settings Filter type. You will find further information in the documentation for the current setting in the context menu under Display Documentation.

Maintain sort profile

Using the entries in the sort profile you define the order in which the order items are processed in backorder processing. In the sort profile you enter the characteristics, their sequence (or weighting) and the sort direction. If you have maintained a special sorting, you can enter/choose this in the sort profile. In order to create a sort profile select in SAP Easy Access Global ATP Environment Current Settings Sort Profile. Further information can be found in the current setting documentation in the context menu under Display Documentation.

Maintain Special Sorting

You maintain the use of a special sorting in the sort profile. The special sorting configuration is independent of the sort profile. It applies to every sort profile, which uses the special sorting. With the sorting, the order items are brought into a processing sequence for backorder processing (priority assignment). In order to maintain a special sorting choose in SAP Easy Access Global ATP Environment Current Settings Special Sorting. You will find further information in the documentation for the current setting in the context menu under Display Documentation.

Generate filter type and sort type

You can generate a filter type and sort type. Manual generation is not normally necessary. If Customizing settings are changed, the filter type and the sort profile are regenerated if required. If you have transported Customizing settings for backorder processing, it can be necessary to generate the coding for the filter type or the sort profile. If pre-existing filter types are regenerated, the filter variants defined to date are deleted.

In order to carry out generation, select in SAP Easy Access Global ATP-->Environment-->Current Settings-->Generate filter type and sort profile. You will find further information in the documentation for the current setting in the context menu under Display Documentation.






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