The document describes how availability checks are performed for items in sales orders in SAP CRM Online. When a sales order is created, the item quantities and delivery dates are sent to the connected SAP APO system, which checks availability. The results from APO return to CRM Online as confirmation schedule lines in the sales order. Users can then see whether individual items or schedule lines were confirmed as available based on the quantities in the confirmation schedule lines. Errors from the availability check are logged for troubleshooting.

1. Item details
The tab pages for items display details for the relevant item chosen. To display the item
details, select the required item in the item overview and expand the screen area for detailed
display. The screen area with the header data is then automatically closed.
• General
• Item overview
• Schedule lines: Displays the schedule lines for an item.
There are three types of schedule lines:
o Request schedule line
o The order schedule line contains the quantity for the first requested delivery date
for the customer.
o Confirmation schedule line
o Delivery group schedule line
Further information is available under Sales Transactions.
• Prices
• Conditions
• Texts: Here, you can enter various texts at item level, for example, material
descriptions, item notes or packing notes. As with the texts at header level, you can also
create three text types in the standard system: Header note, final note and internal note.
Texts can be copied automatically from master data records or reference documents, or
from a word processing system into the CRM system (only in ASCII format). You can
set the text determination in Customizing for CRM under Basic Functions→ Text
Management.
• Purchase order data
• Partner: Here, you can define partner data that is different from the header.
• Status: Further information is available under
Status Maintenance and Display in Business Transactions.
• Shipping
• Billing
• Organizational data
• Configuration: Here, you can configure products via the
Internet Pricing and Configurator.
• Additional data
Availability Check in the Sales Order
Purpose
You can carry out availability check for items in a sales order when it is created in CRM Online, to confirm the
quantity and delivery date for a product to a customer.
You can also change the sales order to carry out availability check again (for example, if the SAP APO System
was unavailable when the sales order was created in CRM Online).
Prerequisites

2. Availability check is carried out by the SAP Advanced Planner and Optimizer (APO) System. Therefore, an SAP
APO System must be connected to the CRM Online Application. For reserving the product and passing on
requirements, an Online Transaction Processing (OLTP) R/3 System must also be connected. The product must
be relevant for availability check.
For more information, see Availability Check.
For details on setting up the system landscape and the necessary Customizing, see Set up System Landscape for
CRM Online and SAP APO.
Process Flow
When you create or change a sales order and enter the product with the requested delivery date, CRM transfers
data to the SAP APO System, where availability check is carried out. The results of the availability check are
passed back to the sales order in CRM Online.
You can also carry out availability check manually by selecting the item(s) to be checked and choosing the
Availability check icon.
Result
When a sales order is created in CRM Online, it has a header and one or more items with request schedule lines
(see Figure 1):
After the availability check has been carried out, the results are displayed as confirmation schedule lines (see
Figure 2):

3. In the Sales Order Item
You can see in the ATP column whether a particular sales order item is confirmed (see Figure 3):
In the Schedule Lines

4. To see the results of the availability check for the schedule lines of an item, click in the ATP column for the
relevant item. You can see in the Confirmed column whether a particular schedule line is confirmed (see Figure
4):
If the SAP APO System cannot confirm anything for a particular item, then the quantity of the confirmation
schedule line will be set to 0.
If there are problems with the SAP APO System (for example, the SAP APO System is not
running, or the relevant master data is not in the SAP APO System), then CRM Online will be
unable to get confirmation for the item from the SAP APO System. In this case, all information
that can be obtained from the SAP APO System will be placed in the application log, which is
displayed at the top of the screen in the sales order. Errors which are detected by the SAP APO
System are saved in a log, for which you can display the long text.
For more information on the application log in the sales order, see Structure and Data for Sales
Transactions.
See also:
For more information on the sales order, see the SAP Library for Customer Relationship Management under
Business Transactions → Sales Transactions.
For more information on availability check in Customer Relationship Management, see Availability Check.