Global ATP.PPT

 SAP AG APO - Global ATP / 1
Global ATP
New Dimensions in Availability Checking

 Understand Global ATP as an APO method
 Become familiar with its concepts and components
 Learn about business scenarios for Global ATP
 Architectural aspects
 Business processes
 Get to know the different ATP check methods
 See how to define and handle rules-based ATP
 Discussion / Conclusion
 Solutions provided by APO Global ATP
 Benefits of using Global ATP in APO
Objectives

 Available-to-Promise - Definition & Business Scenario
 Methods of Global ATP
 What does Global ATP mean in APO?
 Basic configuration parameters
 Basic methods
 Advanced methods
 Rules-based ATP
 Conclusion
Contents

 Available-to-Promise - Definition & Business Scenarios
 Concepts of Global ATP
 ATP embedded in APO
 Integration of APO ATP with OLTP (e. g. R/3)
 Business scenario
 Basic methods
 Rules-based ATP
 Conclusion
Contents

 Basic methods
 Rules-based ATP
 Conclusion
Contents

 Online request for product when creating an order
 During sales order processing
Availability Check in Order Processing

Requirements of ATP Functionality
Rules
 Very high performance
 Event-driven
 Internet capabilities
 Global server
 Capacity checking options
 Allocations
 Multi-level checks
 Multi-location functions
 Rules-based ATP strategy

Time
Re-
scheduling
Backorder processing
Storage loc./batches
Multi-plant
BOM structures
Product allocation
Product selection
Resched. / backorder at
component level
Complexity
Evolution of SAP’s ATP
Shortage check
Simultaneous ATP
Event-based MRP
End
item ATP
Fore-
cast
Internet
Forecast check at
component level
Advanced
methods
ATP Server
ATP
as a central
method
within
APO

Contents
 Basic methods
 Rules-based ATP
 Conclusion

ATP Embedded in APO Architecture
OLTP Supply Chain Cockpit
ATP
Deployment
Historical
Data
Key
Perfor-
mance
Indicators
(KPI)
Demand Planning
Sales
order
Manufacturing
Execution
Inventory
Management
Production
Planning and
Detailed
Scheduling
Supply
Network
Planning

Basic APO Architecture
Basic APO Architecture
Supply Chain Cockpit
ATP
Deployment
Historical
Data
Key
Perfor-
mance
Indicators
(KPI)
Demand Planning
OLTP
Customer
order
Manufacturing
Execution
Inventory
Management
Production
Planning and
Detailed
Scheduling
Supply
Network
Planning
 ATP Objects
Time series with aggregated data from order network

Receipts
Issues
Time
Time Series
today
Inventory

ATP Time Series in liveCache
 3 Basic Categories
 Goods receipts (inward movements)
 Production order, planned order, purchase order ...
 Goods issues (outward movements)
 Delivery, reservation, sales order ...
 Different types of inventory (stock)
 Individual time series per
 Product
 Location

Aggregation of Time Series
 Aggregate each receipt (issue) per:
 Category
 Time unit
 High performance because
 Cumulative quantities are checked,
not individual goods movements

Contents
 Basic methods
 Rules-based ATP
 Conclusion

Integration of OLTP - Data View
R/3 APO
Time series &
order network
Update
Planned Order
Sales Order
Production Order
Info Structure Allocation Group
Planned Order
Replenishment Order
Production Order



Material Master APO Material Master
Routing, BOM Production Process Model
Client, Plant Location
liveCache

 SAP, 3rd party or legacy
 Availability check in the Internet (BAPI)
Remote Dialog for Online ATP
OLTP
BAPI_...
APO
Application
RFC
ATP
Explanation and
simulation facility
Dialog RFC
SAP-GUI

R/3
4.5
Global APO Server
Legacy
R/3
3.1H
3rd
Party
R/3
4.0A
R/3
4.5
Local
ATP
Server
Data
Objects
Methods
DP
PP/DS
ATP
liveCache
SCC
R/2
Global ATP in a Multi-system Environment I

Global ATP in a Multi-system Environment II
 Limiting factors:
 Transmission times for data
 Line costs
 Consequence:
 Global ATP based on receipts / issues / stocks only in LAN
 Global ATP for distributed systems with aggregated
information
 WAN only for short-term problems
(urgent and high priority)

Global ATP - Multi-system Environment Model
OLTP
OLTP
OLTP
OLTP
OLTP
OLTP
OLTP
OLTP
High priority
ATP requests
 sec

Contents
 Basic methods
 Rules-based ATP
 Conclusion

Business Scenario I
WP-940-002
WP-940-003
WP-940-004
WP-950-001
WP-950-002
WP-940-002
WP-940-003
Frankfurt
Munich
Hamburg
WP-960-01
WP-950-001
WP-940-001
Barcelona
WP-940-001
Madrid

Business Scenario II
 Demand: 500 WP-940-003 in plant Frankfurt
 205 Available-to-Promise
 295 Still open
 Alternatives:
 Ship
 Buy
 Product substitution / upgrading
 Make WebPhone
(e. g. in plant Frankfurt,
Hamburg or Barcelona)

Business Scenario III

Handling
Properties of single check
related to quantity
Due date violation
Confirm ATP quantity
Modify ATP proposal
Accept ATP proposal

Business Scenario I
WP-940-002
WP-940-003
WP-940-004
WP-950-001
WP-950-002
WP-940-002
WP-940-003
Frankfurt
Munich
Hamburg
WP-960-01
WP-950-001
WP-940-001
Barcelona
WP-940-001
Madrid

Contents
 Available to Promise - Definition & Business Scenarios
 Basic methods
 Rules-based ATP
 Conclusion

What Does Global ATP Mean in APO?
 Multi-step availability checking
 Multi-site, multi-material checking
 Multi-level component and capacity check
in real-time or simulation mode
 Ability to define individual rules (e.g. for sourcing or
substitution)
 Check against aggregated, memory-resident data

Benefits of Global ATP
 Decision support to determine realistic delivery dates
 Check against consistent data
 Global data
 Transparency through integration of ATP check and
explanation facility for the entire supply chain
 Information tailored to your business needs
 Openness to heterogeneous systems
 High performance thanks to aggregation and liveCache

Key Data for Decision Making - Examples
 Corporate rules
 Customer rules
 Activity rules
 Costs (relative)
 Supply network
 Procurement
 Key Principle:
The rules are always determined by the sales order

Contents
 Basic methods
 Rules-based ATP
 Conclusion

 ATP check mode
 Type and sequence of (basic) methods
 Replaces R/3 requirements class for APO material
 ATP group
 Controls ATP check
 Replaces R/3 ATP checking group for APO material
 Business system group
 Connected OLTP system(s)
 Business event
 Scope of ATP check
 Same as the R/3 ATP check rule
Basic Terms and R/3 Equivalents

Basic Elements for ATP
 Product master data settings in “ATP” tab
 Configuration of ATP (transferable from R/3)
 Data basis for allocation and rules

Material Master in APO
 Only a few control fields:
 ATP check mode / ATP group
 Allocation procedure
 OLTP system

Business Events and System Groups
 Examples out of workshop system:
 APA003 A ATP check - sales
 APA003 B ATP check - delivery
 APA003 PP ATP check - PP
 …….

Configuration of ATP Check
Master data
- Check mode
- ATP group
Check rule:
- ATP
- Allocation
- Planned demand
- Rule activation
- …..
Check control:
- Categories
- Simultaneous ATP
- Shortage check
- …..
Product / Location
Check mode
System/
Check Mode/
Business Event
System/
ATP Group/
Business Event
Business System /
Business Event

Contents
 Basic methods
Issues and receipts / various categories of inventory
Replenishment lead time
Shortage check
Simulated planning / forecast
Allocation
 Rules-based ATP
 Conclusion

Contents
 Basic methods
Shortage check
Allocation
 Rules-based ATP
 Conclusion

Receipts
Issues
Time
Planned
order
Stock
Purchase
requisition
Purchase
order
Other
sales
requirements
Reservation
Issues & Receipts

Issues & Receipts
 Different categories of issues & receipts
 AA process order (created), AB process order (released), AC production order (created),
AD production order (released), AE network order (created), AF network order (released),
AG purchase requisition, AH Avis, AI planned order (not firmed, not confirmed),
AJ planned order (firmed, not confirmed), AK planned order (not firmed, confirmed),
AL planned order (confirmed, firmed), AM MatRes not withdrawable, location relevant,
AO MatRes not withdrawable, not locat. rel., AP MatRes withdrawable, not location rel.,
AQ MatRes not withdrawable, location relevant, AR MatRes withdrawable, location relevant,
AS MatRes not withdrawable, not locat. rel, AT MatRes withdrawable, not location rel.,
AU order reservation not withdrawable, AV order reservation withdrawable,
AW order reservation not withdrawable, AX order reservation withdrawable, AY dependent req.,
AZ dependent req., BA subcontractor req., BB subcontractor req., BC stock transfer reservation,
BD stock transfer reservation, BE delivery schedule, BF order item schedule line,
BG purchase order returns item, BH transport purchase requisition, BI transport order,
BJ scheduling agreement release, BK customer inquiry, BL customer quotation, BM sales order,
BN SD-scheduling agreement, BO scheduling agreement with external service, BP contract,
BQ delivery free of charge, BR delivery, BS independent customer requirement, BT return delivery,
BU inspection lot, CA stock in transfer from location to location, CB safety stock,
CC valuated, unrestricted-use stock, CD valuated, unrestricted-use consignment stock,
CE valuated, unrestricted-use subcontractor stock, CF inspection stock,
CG consignment stock in inspection, CH subcontractor stock in inspection, CI blocked stock,
CJ blocked consignment stock, CK restricted-use stock, CL restricted-use consignment stock,
CM restricted-use subcontractor stock, CN stock in transfer from sublocation to sublocation, DD stock,
FA planned independent requirement, FB VMI order
 Distinctive checks

Availability
Overview
The available stock quantity is 500
because the 100 units simulated to
cover this order can be reassigned.
A concurrent user viewing the same
product would see an available
quantity of 400.
ATP Quantity

Contents
 Basic methods
Shortage check
Allocation
 Rules-based ATP
 Conclusion

Replenishment Lead Time
 Check if product is available within a given time horizon
 Confirm without capacity restrictions at end of horizon
 Application for non-critical products

Contents
 Basic Methods
Shortage check
Allocation
 Rules-based ATP
 Conclusion

Receipts
Issues
Time
Aggregated quantity
1
1
2
2
3
3
Shortage Check

Contents
 Basic methods
Shortage check
Allocation
 Rules-based ATP
 Conclusion

Simulated Planning / Forecast
Week 1 Week 2 Week 3 Week 4 Week 5 Week 6
 Basis:
 ATP against planned stock / planned issues
 Additional consideration of simulated plans
 Reduce according to ATP date & quantity
Stock

Contents
 Basic methods
Shortage check
Allocation
 Rules-based ATP
 Conclusion

Allocations in R/3: Confirm Sales Order &
Update Information Structure
Step 1:
Actuals and allocation
quantity are checked
against the incoming
sales order.
Step 2:
Actuals in the info
structure are updated
by the quantity confirmed
in the sales order
Information Structure
Customer actuals
before sales order
qty = 50
Actuals after sales
order qty = 80
Allocation quantity (100)
- Actuals (80)
= Open allocated qty (20)
Total planned
allocation quantity
= 100
Incoming
sales order
qty = 30

Allocations
Miller
Smith
Customer Groups
Regions
First Qtr. Second Qtr. Third Qtr.
East
West
 Multi-level check against allocation

Allocation - Interaction of R/3 and APO
 Transfer relevant R/3 information into APO
R/3 (OLTP) APO
 Info structure incl.
characteristic values
 Planning hierarchy
Customizing settings
 Structure
 Objects
 Procedures
 ….
/nQTSA
/nQTSP
Internal
tables

Allocation - Evaluation in APO

Contents
 Basic methods
Definition
Alternative location = sourcing
Alternative products
Production
 Rules-based ATP
 Conclusion

Advanced Methods - Definition
 Combination of basic methods
 Types (e.g. material ATP, allocation, ...)
 Sequence of types
 Solution for fundamental possibilities
 Make BOM explosion / production
 Ship Sourcing (and procurement)
 Buy Sourcing (and procurement)
 Substitute Alternative products (substitute / upgrade)

Advanced Methods - Example
Validity period:
July 1998
1000 boxes
Allocation checking
Availability checking
Incoming
sales order
time
Validity period:
August 1998
750 boxes are available in July. Another 250 boxes become
available in August. However, only 500 boxes are
allocated to this customer in the period July 1998.
500 boxes 500 boxes
First
delivery
Second
delivery
Interaction of availability checking and allocations checking

Contents
 Basic methods
Definition
Production
 Rules-based ATP
 Conclusion

Alternative Location = Sourcing
 Goal
Determine one or more
sources of supply
 Possibilities
 Determine a delivering location
 Single-plant fulfillment
 Multi-plant fulfillment
 Determine a source for stock transfer to the delivering location
Munich
Madrid
Hamburg
Customer

Procurement / Sourcing (Ship / Buy)
 Check ATP in all
supplying locations
 Add transfer
requirement and
corresponding planned
supply order
 Calculate / evaluate
transportation costs etc.
 After confirmation:
commit transportation
requirement / planned
supply order in OLTPs
Munich
Madrid
Hamburg
Customer

Sourcing - Examples
 Check each combination product / location for availability
 Select location according to user specification
 Single-plant fulfillment: Select location that
 Completely fulfills the order quantity with
Highest priority, no matter when
Delivery closest to due date (according to priority)
 Meets the order quantity best, no matter when (highest ATP)
More than a predefined minimum fill rate / quantity
All other location deliveries delayed

Sourcing - Examples
 Multi-plant fulfillment
 Sum as close as possible to requirement date
 Criteria
Closeness to desired due date
Priority of each location
 Restrictions
Maximum number of allowed sourcing splits (= # of locations)
Least allowed quantity for a product per location

Sourcing Data in APO
 Sourcing data is held on the APO server
in the form of substitution lists
 A substitution list is assigned to a procedure
 This results in simplified maintenance
 Selection of valid products for locations
is ensured due to the presence
of the supply network

Contents
 Basic methods
Definition
Production
 Rules-based ATP
 Conclusion

Alternative Products
 Specify products for substitution
 List with substitutes (comparable to sourcing lists)
 Includes validity information
(e. g. seasonal dependencies)
 Select products according to user specification
 Permit substitution or not

Contents
 Basic methods
Definition
Production
 Rules-based ATP
 Conclusion

BOM Explosion - Integration with R/3
Sales Order
Planned orders
R/3 APO
SD ATP
ATP request
Production Planning
Detailed Scheduling
No ATP Make
Planned
orders
MRP
Confirmation
Update
time series Time series

Production Planning
t
Capacity 1
Capacity 2
Capacity 3
Sales Order
Desired date
and quantity
Available
Occupied
Today
1st loading attempt
Confirmed date
and quantity
Final loading

 Basic methods
 Rules-based ATP
 What is rules-based ATP?
 Rules setup
 Specific rules and examples
 Explanation and simulation facility
 Conclusion
Contents

What Is Rules-based ATP?
 Method to provide global ATP information
 Multi-step, multi-site, multi-product, multi-level
 Iterative heuristics
 Use of advanced ATP functionality
 Key parameters for rules determination are configurable
(condition technology)
 Manual or automatic processing
Rules-based ATP
Rule = network of several advanced methods

Rules-based ATP - Example
Alternative
location
Alternative product
BOM
explosion
Customer
Order End Item
Multi-level availability
check in ‘ATP Decision
Cube’
Dimensions:
• Alternative product
• Alternative location
• Production
(= BOM explosion)
Decide path in the
cube

Alternative
location
Alternative product
BOM
explosion
Customer
Order End Item
Problem:
Not enough items in stock
Solution:
Use of alternative
product, procured
from other location

Key Data for Rules Setup - Examples
 Operation - Rule Activation
 Input medium
(EDI, Internet, online, ...)
 Order type / item type
 Create / modify
 
 Organization
 Sales organization
 Sales channel / department
 
 Customer
 Partner role
 Country / region
 Delivery priority
 
 Customer / Product
 Customer group / product group
 Customer / product group
 Customer group / product
 Customer / product
 Location
 Storage location
 Batch
 

Benefit: Decision Support
 Ensure high quality of information
 Meet customer expectations for immediate availability
 Respond quicker to customer demands
 Minimize number of user decisions
 Fulfill requirement for automated processes
 Process large amounts of data

 Basic methods
 Rules-based ATP
 Rules setup
 Conclusion
Contents

 Rules-based ATP
 Select advanced methods
 Combine advanced methods
 Decide on their sequence
 Define criteria for accepting results (in each step)
 Basic configuration of ATP (see above)
 Customizing of dedicated rules
Realization - Elements

Sales order
Item 10, product WP-940, 20 pc
ATP quantities
Items (Product / Location)
Rule evaluation
Rules Setup: Overview
Rule Activation

Rules Setup: Activation
 Check mode of ATP configuration
 Basic activation
 Execution time
 Activation in rules maintenance
 Strategy (contains all individual steps)
 Manual/automatic execution

Rules Setup: Contents
 Decision-making rules
 Location rule (procedure)
 Product rule (procedure)
 Inclusive/exclusive
 Calculation
 Calculation rule (acceptance of results)
 Control
 Rule Procedure

Rules Setup: Strategy Evaluation
 Multi-step processing (via access sequence)
 Each step (access) may depend on different keys
(condition table)
 Each step (access) contains a rule procedure
 Steps (accesses) are evaluated until a
substitution list (product and/or location) is found
 List of products/locations is determined and
checked
 If unsuccessful, next steps are executed

Store every
operation and result
for evaluation &
explanation
Sales order
Item 10, product WP-940, 20 pc
ATP quantities
Items (Product / location)
Condition type
Access sequence
Rule determination
Condition tables with
ATP strategy:
1. Customer group / region
2. ...
Valid record exists
No valid record exists
Records for cond. type
Set of rules found
Rules Setup
Rule strategy
1. “Sourcing first,
product next,
calculation procedure”
Rule Activation

Access Sequences
Rule
determination
Access seq.
1. Customer
group / region
2. Customer /
sales org.
3. ...
Condition tables
Proc. 1
Proc. 2
Proc. 3
X
X
X
X
X
X

 Basic methods
 Rules-based ATP
 Rules setup
 Conclusion
Contents

Substitution Rules
 Set of possible sources, time-dependent
 Different set of sources depending on:
 Customer
 Product location
 Etc.
 Combination rules for
 Locations
 Locations + product

location 1
location 2
location 3
location 1
location 2
location 3
Sourcing: Combination Rules - Locations
location 2
location 3
location 1
location 3
location 1
location 2

Product
Location
• Possible discrete pairs
• Plant list for a product
Combination Rules - Locations, Products
• Product list for a plant
• Combined list
• a)
• b)

Decision-Making Rules
 Location inclusion / exclusion / selection /
combination
 Transportation modes (after location selection) &
duration
 Procurement rules
 Alternative product
 BOM explosion (depends on replenishment lead time)
 (Special) product selection
 Max. # lots
 Classification of inventory and procurement (categories)
 Co-products (according to their probability)

Calculation Rules (Canceling Criteria) - Examples
 Quantity / weight / quotation tolerances
 Delivery date tolerances
 Fulfillment degree
 Split allowed
 Fill rate to accept
 Backward consumption boundaries
 Prevent very early allocations
 Retain inward movements for requirements in same period

 Basic Configuration Parameters
 Basic Methods
 Advanced Methods
 Rules-based ATP
 Rules setup
 Conclusion
Contents

 Central instance of extended ATP functionality
 Presentation of rules-based results
 Many isolated results - complex
 Point out sequence of separate checks  ATP result
 User dialogs for ATP evaluation
 Start with results for finished product
 Step through individual checks and their results
 Modify applied rules step by step and possibly re-apply
Explanation and Simulation Facility

Explanation
Double click

Handling
Properties of single check
related to quantity
Due date violation
Confirm ATP quantity
Modify ATP proposal
Accept ATP proposal

 Basic methods
 Rules-based ATP
 Conclusion
Contents

Conclusion
 ATP checking is highly configurable
to business requirements
 ATP provides basic and advanced methods
 Rules-based ATP leverages new dimensions in ATP
 BOM explosion makes use of PP/DS’s planning algorithms
 ATP checks and allocation checks may be combined
 Explanation and simulation facility
 Gives quick access to all results
 Enables further examinations by the user

Business Scenario
WP-940-002
WP-940-003
WP-940-004
WP-950-001
WP-950-002
WP-940-002
WP-940-003
Frankfurt
Munich
Hamburg
WP-960-01
WP-950-001
WP-940-001
Barcelona
WP-940-001
Madrid

Global ATP.PPT

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