Correlated schedule lines in sales BOM

Question

Hi all,
I'm having an issue with correlated schedule lines using a sales BOM in a sales order.
I've created a sales BOM in which the parent item has item category group LUMF (resulting in item category TAP) and child items with item category grp NORM (item category TAN). Pricing, inventory, cost etc is at item level. So far so good. No problem with the functionality.
I've got BOM configuration set up for item category TAP with "A" (Delivery group with correlated schedule lines) for creating the delivery group.
However, when a create a sales order the schedule lines are getting created with different quantities depending upon the availability of individual quantities instead of creating co related schedule lines.
Ordered
BOM parent Qty: 100
Bom Item A : 100
BOM Item B: 200
__Desired outcome__
Confirmed
BOM parent Qty: 20
Bom Item A : 20
BOM Item B: 40
Current Outcome
Confirmed
BOM parent Qty: 20
Bom Item A : 20
BOM Item B: 120
I believe I've configured it right. Am I missing something?
Any inputs / expert opinion would be greatly appreciated.
Thanks,
Srini

Answer 1

Hi,
Please check the below configuration settings for Successful BOM.
BOM item consist of combination of the materials by having a structure like header and sub u2013 items.
Different combination of the materials combined together to make one single object. The complete combination of
materials only called as a BOM item.
Ex: u201CComputeru201D as it contains monitor as a header item and keyboard, hard disk, mouse as sub-items. The BOM
items can independently sold to the customers separately.
Ex: If the mouse is going to participate as sub-item in the BOM.
But the customer requires same mouse as a u201Cstand byu201D (spare). So the business can offer.
In BOM the pricing, delivery can be carried out at header level item (above structure) or sub-item level (below
structure).
If BOM with above structure then system carries out delivery, billing process only for header item (item category
group ERLA). Then system treats sub-items as text items (no pricing and no delivery for text items).
Above structure: Item category TAQ for header item.
Item category TAE for sub u2013 items.
If BOM with below structure then system carries out delivery and billing process only for sub u2013 items (item
category group LUMF). Then system treats header item as text item.
Below structure:Item category group for header item TAP
Item category group for sub u2013 item TAN
Delivery group: The delivery group facilitates to confirm the quantities of all items in the BOM with best schedule
lines.
Ex: As the BOM contains number of items system can confirm the quantities for some items on required delivery
date, and it may not confirm the quantity for some items on required delivery date. In this context we can put all the
items in a single delivery in a delivery group by specifying delivery group as one in delivery group field at header
level of sales document under shipping tab in delivery group field.
NOTE: Item category group should only be changed for header item.
BOM can be exploded in application areas like production planning, material management and sales and
distribution. While configuring BOM we have to specify the application area where it has to explode. BOM can be
exploded single level or multilevel. Usually multilevel BOMu2019s are exploded in production planning.
Ex: Material is the u201CBikeu201D, as it has so many sub-items, again those sub-items will have some sub-items.
Configuration settings: [ABOVE structure]
 Create a material with item category group ERLA
 Create another 2 materials as sub-items with item category group NORM
 Go to MB1C and maintain the stock for 3 materials
 Go to VK11 and maintain condition records for 3 materials
Configure BOM item: Transaction code: CS01
167
Path:
 Logistics
 Production
 Master data
 Bills of Material
 Bill of Material
 Material BOM
 CS01 u2013 Create
 Specify the BOM header item [ERLA item] and plant
 Specify usage as [5]  Sales and Distribution
 Maintain the sub u2013 items
 Save and Exit
NOTE: Item category u201CLu201D  Stock item.
It is categorization item in the BOM according to set criteria.
Use: This categorization allows us to process data that is relevant to individual items in a BOM. It controls field
selection default values for BOM triggering of specific system activities.
 Go to VA01 and raise the sales order by specifying header item and check whether BOM has exploded or
not.
Item Item category Schedule line
Header item TAQ CP = Deterministic MRP
Sub u2013 item TAE CT = No inventory management,
No goods issue.
VOV7 of TAQ  Extent delivery
 Go to VOV7
 Select TAQ from position button
 Click on details icon and maintain the values like below
Billing relevance [A] = Delivery related billing document.
Price [X] = Standard
Structure scope [A] = Explode single level of Bill of Materials
[The value of this field causes to explode BOM in the document]
Application [SD01] = Sales and Distribution
It indicates the applications are where it has to explode
 Check manual alternatives.
168
169
VOV7 of TAE  Explanation
170
 Statistical value [X] = No cumulation values cannot be used statistically.
VOV6 of CT  No inventory management/No goods issue
 Check item relevant for delivery
It is used for only information purpose
Item category determination table:
OR + ERLA + NIL + NIL = TAQ
OR + NORM + NIL + TAQ = TAE
Configuration settings: [BELOW structure]
 Create material with item category group in the header item should be LUMF
 Go to VA01 and raise the sales order by specifying header item
 Check the BOM explosion
NOTE: For Below structure also we have to follow all the steps like above structure, except the creation of
LUMF material instead of ERLA material.
VOV7 of TAP:
Billing relevance is [A]
Pricing [NIL]
Structure scope [A]
Application [SD01]
171
172
VOV6 of CT:
 Check item relevant for delivery
 Go to VL01N and do the delivery
 Go to VF01 and raise the invoice
Item Item category Schedule line
Header item TAP CT
Sub u2013 item TAN CP
Multilevel BOM: [ABOVE structure]
Item category Schedule line
Header item: TAQ CP
TAE CT
TAE CT
TAE CT
Multilevel BOM: [BELOW structure]
Item category Schedule line
TAP CT
TAN CP
TAN CP
TAN CP
Important notes:
 For Above structure in the material master record should have the item category group ERLA in the Sales:
Sales organization 2 screen.
 This process ensures that pricing, inventory control and delivery processing is carried out at the u201Cheader level
itemu201D only.
 That means the associated sub-items function only as text items, and thus is not relevant for delivery.
 For Below structure item category group is LUMF.
 In this process the sub-items are responsible for pricing, inventory control and delivery processing.
 To ensure all the components in a u201Csingle deliveryu201D use the functionality of the u201Cdelivery groupu201D.
The delivery group: The sub-items of a BOM may be available at different times due to the lead times in
procurement (MM) and production (PP). You can use the delivery group to indicate that all the sub-items must be
delivered as a group (single delivery).
Regards,
Siva