How to see the scope of ATP check?

When we creat a sales order, we can only confirm the delivery of goods, for the required delivery date if the goods are available for all the necessary processing activities which take place before delivery.

Types of availability check: 
There are 3 types of availability checks in sales document processing:
1. Check on the basis of ATP quantities (Available To Promise)
2. Check against Product Allocation
3. Check against planning.

Check on the basis of ATP Quantities

The ATP quantity is calculated from the ware house stock, 
The planned inward movements of stocks (purchase orders, planned orders, production orders, etc) and 
The planned out ward movements of stock (Sales orders, delivery documents, etc.)

This type of check is performed dynamically for each transaction with or without replenishment lead time (RLT). 

RLT :  It is the time that is needed to order or produce the requested material, the system determines the RLT according to specific times maintained in the material master record. Depending on the material type RLT can be calculated according to various time periods.
For ex: In the case of trading goods it is determined according to the planned delivery time, purchase processing time and the goods receipt processing time.

Availability check including RLT: 

Availability is checked up to the end of Replenishment Lead Time. If the material availability data is calculated on the basis of current date to lie after the RLT, item it self can be confirmed despite insufficient stock being available. In this case the system assumes that any quantity requested by the customer can be procured by the material availability date and consider the goods to be available.

Controlling availability check in sales document processing.
We need to customize SD Specific settings and General Settings

General Control Features: The following control elements need to be maintained in customizing and in the material master record.

1. Strategy group: The allowed planning strategies i.e. the main strategy and further possible strategies are combined in a strategy group. It is specified in the Material Master Record in MRP3 view. 
Note: In customizing, the strategy groups are assigned to MRP groups depending on the Plant so that the strategy group is automatically proposed in the Material Master.

2. MRP group: The MRP group combines the material from the point of material requirements planning which is specified on the MRP1 view in the Material Master Data.

SD Specific Control Features: 

1. Requirements class: It controls all control features for planning and is also specifies whether the availability check is to take place for materials in the SD documents on the basis of ATP quantities and whether the requirements are to be passed on.

SPRO
Sales and distribution
Basic functions
Availability check and transfer of requirements 
Availability check
Availability check with ATP planning or against planning
Define procedure by requirement class

Checking groups: 
Checking group controls whether the system is to create individual or collective requirements in sales and shipping process. In addition a material block for the availability check with transfer of requirements can be set here. The checking group can also be used to deactivate the availability check.

SPRO
Sales and distribution
Basic functions
Availability check and transfer of requirements 
Availability check
Availability check with ATP planning or against planning
Define checking groups

Checking rule: We use the checking rule to control the scope of availability check for each transaction the SD process.

Checking rule in the combination of checking group determines the scope of availability check

Creating checking rule

SPRO
Material management
Purchasing
Purchase order
Set up stock transport order
Create checking rule

Scope of availability check

SPRO
Sales and distribution
Basic functions
Availability check and transfer of requirements 
Availability check
Availability check with ATP planning or against planning
Carry out control for availability check
Go to New Entries and define the scope of check in the combination of checking group and checking rule.

The following elements can be involved in the availability check

STOCKS:
[]Include safety stocks: Minimum stock at plant/ware house
[]Stock in transfer
[]Include quality inspection stock
[]Include

Inward movement        Out ward movement
Purchase orders            Sales requirements
Purchase requisitions    Deliveries
Planned orders             Release orders etc.
Production orders

If we do not check the field [] ‘check without RLT’ the system considers RLT while checking the availability of the material
Note: Blocking the material for availability check

SPRO
Sales and distribution
Basic functions
Availability check and transfer of requirements 
Availability check
Availability check with ATP planning or against planning
Define material block for other users

If we check the field Block [] during the availability check of a material the users cannot make changes in the Material Master, cannot create PO, cannot create sales orders.

Note: During the Material Master creation the system automatically proposes the checking group. Further the following setting is required.

SPRO
Sales and distribution
Basic functions
Availability check and transfer of requirements 
Availability check
Availability check with ATP planning or against planning
Define checking groups default values.
We need to assign the checking group to the combination of material type and plant.

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