Quoation and follow up order

Hello all together,
is it possible in CRM 7.0 to create a quoatation in CRM and transfer it to ERP.
The followup order is only created in ERP and not transferred to CRM, because the whole ordermanagement is done in ERP.
Thanks in advance.
Werner

Yes, this is possible. Since ECC 6 you can use the web services to directly create an order or offer in ERP under the CRM Web UI. See the best practice documents on this, also the RKT documents can provide some help.
In your scenario I would rather create also the offer in ERP as well and only reference them in the CRM system. This way there would be no need to replicate any sales transaction data and prices between the two systems making the ERP-CRM integration much easier.
Regards, Kai

Similar Messages

When starting the computer, I get a grey screen and following status: your startup disk is full. How can I still enter (in order to free-up some space)?

When starting the computer, I get a grey screen and following status: your startup disk is full. How can I still enter (in order to free-up some space)?

Simple way to make HDD free space is delete files you don't need anymore.
Or get bigger drive and external HDD case, then:
1) install bigger HDD in external drive case.
2) connect external drive and format and mount it with Disk Utility.
3) make clone with Carbon Copy Cloner or SuperDuper!(source drive is internal HDD, target drive is external one).
4) install external bigger drive into your Macbook Pro.
In the cace if your're using Mac Pro:
1) get bigger HDD and install it in drive bay of Mac Pro.
2) format and mount it with Disk Utility.
3) make clone with Carbon Copy Cloner or SuperDuper!(source drive is old HDD, target drive is new one).
4) Select boot drive to new bigger one.

Queries for Open Sales Order Lines and Open Purchase Order Lines

Experts,
Forgive me if these have been addressed elsewhere but I can't find them. I'd like to create two queries to use as Alerts as follows:
1. Query of open lines in Sales Orders that are more than two weeks old
2. Query of open lines in Purchase Orders that are more than 2 days old
Thanks in advance for your help.
Steve

Hi Steve,
A couple of query templates you can use for your alerts are as follows:
Purchase Orders
SELECT T0.\[DocNum\], T0.\[DocDate\], T0.\[DocDueDate\], T0.\[CardCode\], T0.\[CardName\], T1.\[ItemCode\], T1.\[Dscription\], T1.\[Quantity\], T1.\[OpenQty\], T1.\[Price\] FROM OPOR T0 INNER JOIN POR1 T1 ON T0.DocEntry = T1.DocEntry WHERE T0.\[DocDueDate\] < (getdate() -2) AND T1.\[LineStatus\] = 'O'
Sales Orders
SELECT T0.\[DocNum\], T0.\[DocDate\], T0.\[DocDueDate\], T0.\[CardCode\], T0.\[CardName\], T1.\[ItemCode\], T1.\[Dscription\], T1.\[Quantity\], T1.\[OpenQty\], T1.\[Price\] FROM ORDR T0 INNER JOIN RDR1 T1 ON T0.DocEntry = T1.DocEntry WHERE T0.\[DocDueDate\] < (getdate() -14) AND T1.\[LineStatus\] = 'O'
You can change the SELECT section to remove some of the columns or add extra columns if need be. Once your happy with the query you can attach it to an alert and set the frequency.
Regards,
Adrian

Purchase orders and their open order quantity with their due dates.

hi friends
i need to build a query where i can see the purchase orders and their open order quantity and their respective due delivery dates.i have never done this.
ME2M serves my requirement upto little but i cannot see the delivery dates in that report.
please help mein finding the steps involved in building the query.
Thanks
Alahari

Use the table EKPO and EKKO
adhoc querry is a tool in which we can create report
to get report we have to use three t. codes
1.sq03-->is for to create user group
2.sq02--.is for infoset Querry
3.Sq01-->for exact querry
try with these codes or revert with ur response
follow the link for query creation
First check this link,
SAP Query Creation
SAP Query -A Reporting Tool for Functional Consultants(Part 2)
SAP Query 1
SAP Query -A Reporting Tool for Functional Consultants (Part 1)
Always after going to SQ02 or SQ01 T Code ,first click on Environment in the menu ->Query Areas-->
Standard Area Client specific and then start creating the Infoset or else the query.
Still if you are not satisfied means,please revert back.

Endless Issues and inconvenience while ordering a New iPhone

05/22/2014
I had ordered a new Verizon Wireless iPhone 5c 16GB White with "1GB Unlimited Talk and Text Plan - $60 a month 2yr contract" on the internet. (Removed)
I had given the authorization for charging my credit card but it was not charged as they needed to perform a credit check.
On the following day, I provided with my passport copy and my social security copy.
05/29/2014
For the next 7 days I did not get any communication from Verizon. So, I decided to check up with the Customer Care Department. And, found out that they have not processes the order yet as they needed a Visa copy as well. (I wonder why didn't anybody mailed/texted me regarding this all this time)
I asked the Customer Care, that since the order is not processed. I would like to change my order to iPhone 5s 16GB Silver. They agreed and said that we are attaching a note and this will be done.
I provided the Visa Copy and called the Customer Care again. They confirmed the receipt of my Visa copy. I asked them to confirm the order as I had requested for a change of device. They said "it says an iPhone 5s 16GB Silver".
Later in the evening, I got an email saying that your iPhone 5c 16GB White has been shipped (Whereas I was confirmed that it was changed to iPhone 5s 16GB Silver).
I was charged $106.99 on my card account
Order Number: 1298101
Order Location: 1434901
05/30/2014
On the following day, I called up the customer care again and asked them whether it was just the email or you have actually shipped an iPhone 5c. And, they said, an iPhone 5c has been shipped to you. Then I told them how I was confirmed that it was changed and I no longer wanted an iPhone 5c.
They said they understand and apologize. They asked me to refuse the shipment and have it sent back. And, call us again so that we can ship the correct one.
When the FedEx guy arrived, I did just that. I refused. And, called the customer care.
Now one needs to understand every time I am calling the customer care I have to explain the whole case again. (Can't you maintain notes from the last conversation tagged to an order?)
So, the real problem now starts. Customer care tells me that she can only restock and upgrade for which you will have to pay a restocking fee of $35 for now along with the iPhone 5s cost. But you can get it refunded later once you receive the phone (as a credit in your account). I clearly told her that please make sure that I get an iPhone 5s 16GB Silver. And, she confirmed. She said you will have to make a fresh payment for now.
I was charged $248.99 on my account
She also told me that once your returned shipment reaches us, we will refund your $106.99 to the same card.
After disconnecting, I realized that in the last 7 days, the iPhone 5s prices have been slashed by $100. So, the new order should still be of the lesser price ($106.99) but not 248.99
Then, I got an email saying that an order has been placed for an iPhone 5s 32 GB Silver (I had just now requested and confirmed that iPhone 5s 16GB Silver be shipped to me).
Order Number: (Removed)
Order Location: (Removed)
All this happened in less than 5 minutes. Now I called the Customer Care again. Explained my whole story to a new representative. She asked me to hold and hung up. I called up again, and explained the whole story once more. This call lasted over 45 minutes.
So, now I am told that my order has been cancelled. And, she has initiated a case to take care of this whole thing with getting refunds and getting the right order. I asked her to confirm that this will be taken care of and the 32GB iPhone 5s would not ship like the 16GB iPhone 5c did. I asked her to give her word. She said yes, the order is cancelled. Once the cancellation is complete, the money would flow back (as in a credit balance) and then they would create a fresh order. for iPhone 5s 16GB Silver.
I asked her how I would know, will I get any notifications. She said you will know when the new order will be places and shipped.
I am relieved. Later in the evening, when I return from work, I get a mail saying that your iPhone 5s 32GB Silver has been shipped (This order was supposedly cancelled)
I am sorry to say that Verizon's Customer Care staff is ill informed about their own system and make incorrect statements based on their know-how of the system.
Cutting the crap short:
1. I ordered iPhone 5c 16 GB White. I changed it to iPhone 5s 16 GB Silver before the order was processed. Paid $106.99.
2. I still received an iPhone 5c 16GB White. I returned the parcel with FedEx (Declined).
3. I called up to cancel what has been delivered and order iPhone 5s 16 GB Silver (New price is slashed by $100).
4. Paid $248.99 (including a $35 Restocking Fee to be refunded later) and got a mail saying that iPhone 5s 32GB Silver (and not 16GB) has been ordered.
5. I immediately called up to cancel once again. Was assured that the order has been cancelled. And, I will get the new order with iPhone 5s 16GB Silver and due refunds.
6. I get a mail that iPhone 5s 32 GB Silver has been shipped. (I have been asking for an iPhone 5s 16GB Silver)
Now, I have paid $106.99 + $248.99 = $355.98. I still do not have a phone. And, I know a model (iPhone 5s 32GB) that I NEVER ordered is on the way.
Can someone take this up seriously? Refund me $248.99 and make sure I get an iPhone 5s 16GB Silver?
I have been through enough trauma explaining my case to at least 12 different customer care and order department representatives. And, I am still far off from getting the product and service promised.
I have no energy and patience left to explain to customer care again and again. Please ensure that this is followed up properly.
You already have my mail id and contact number. Feel free to get in touch.
Thanks,
Aneesh (Removed)
Private info removed as required by the Verizon Wireless Terms of Service
Message was edited by: Admin Moderator

I think I have very clearly mentioned. Stop being uselessly judgemental.
I ordered 5c on the internet. And, the order was not approved as I was yet provide documentation for credit check.
When I found that it is not yet processed, I asked the customer care if I can change the order as it is not yet complete And, they confirmed "yes, sure .. u can". Only, then I asked them to change it to 5s.
This is the only change I made. The order was then attached with a note that customer has requested for a 5s 16gb silver.
But when the order actually got processed, this note was overlooked and the original order shipped.
Now, I never asked for 5s 32gb. I was advised by Verizon to refuse the delivery and order a new phone by calling tele-sales. I did just that. It would be on records that during the call I said multiple times that I want to order (upgrade to) iPhone 5s 16gb silver.
But somehow, the sales rep. ordered a 32gb. I realized this only after I got a shipment tracking mail.
So, now I called again to cancel it.
I made only one change and that too after being advised that it is totally possible to change the order. As during the 7 day period I had realized that 5s prices have been slashed. For the whole week (22 to 29), my order was is suspension.
Had I cancelled the order by not providing the documents and ordered a new phone. There would not have been any glitch. But only because I asked to change the existing order, I invited trouble. As that change was never made as promised.

Terms of Payment for Local and Import Purchase Order

Hello Experts,
I am SAP FICO Consultant, I am given a task of maintaining payment terms for local and import purchase order, I would highly appreciate your help in this regard. I know I can maintain payment terms via OBB8 but I am not sure that how to cover the following scenarios.
1. 100% Advance
2. 50% Advance, Balance in 07 Days (usually balance immediate with delivery is accepted but it is paid in 07 days for the record)
3. 25% Advance, Balance in 07 Days
4. 10% Advance, Balance in 07 Days
5. 30 Days Credit
6. 15 Days Credit
7. 07 Days Credit
IMPORTS
1. 100% Irrevocable LC in advance
2. 100% TT in Advance
3. 50% TT in advance & 50% before shipment.
Looking forward to hear from you.
Regards
Muhammad Yousuf Ali

Hi
<b>All the Local as well as the R/3 data gets stored in the SRM tables ->
BBP_PAYTERM (Terms of Payment, Backend-Dependent)
BBP_PAYTERM_TEXT ( Texts for Terms of Payment, Backend-Dependent)
BBP_TQ02B ( QM System)
BBP_TQ02U (Description QM system)
Also refer to Transaction SLG1 for the log created in this case.</b>
Hope this will help.
Please reward suitable points.
Regards
- Atul

JQuery drag and drop image order with save to database?

We have a property image gallery on our website and a CMS that allows us to add/edit images in the gallery.
Image file names are stored in a database table:
imgID (int)
propertyID (int)
imgfilename (nvarchar)
displayorder (int)
Images are displayed in order of "displayorder" but we'd like to be able to drag and drop the order in our CMS and have this update the database table with the correct display order.
We found this jQuery solution but it doesn't appear to work, although descriptively it's exactly what we're trying to acheive:
http://halnesbitt.com/blog/2010/08/05/save-order-with-jquery-ui-sortable-and-aspaccess
Can anyone advise a similar script or solution? We're using Classic ASP and MSSQL.
Thank you.
NJ

Hi,
Not looking at any code you have an upload button for the video and an insert for the form. So both forms are independent of each other it looks like, thats why when you do one you only get that info and when you do the other you only get the other info. You should just make one form with the uploader included. Make one form with all the fields included (movie name, movie page, movie description, movie file) after the form is completed then select the file field and go to...
Server Behaivoirs, Developer Toolbox, File upload, upload file. Follow the widgets.

Procurement cycle in third party order and stock transport order.

please provide me in steps the procurement cycle in third party order and stock transport order.

Hi,
STO Process: -
1.Create a vendor for the company code of receiving plant, using account group :0007 using T-Code XK01.
2. Assign this vendor to Delivering plant
Go to XK02 >Purchasing view>Extras>Add. Purchasing data>Plant
3. Create internal customer with the sales area of the vendor. Go To XD01
4. In Pricing procedure determination relevant to STO, assign document Pricing Procedure and customer pricing procedure appropriate for STO to get the pricing in the invoice.
5. Maintain condition records for the relevant pricing condition.
6. Some more setting for STO: Go to MM> Purchasing > Purchase Order > Set up STO > define shipping data for plants > Go to Receiving plant >assign customer here & Supplying SA (for billing) to Receiving plant here
7. Go to MM > Purchasing > Purchase Order > Set up STO > define shipping data for plants > Go to Supplying plant and assign the sales area of receiving plant.
8. Go to MM > Purchasing > Purchase Order > Set up STO > assign delivery Type & Checking rule
Assign the delivery type to document type. In this case, Delivery type NLCC is assigned to Document type NB
9. Go to MM> Purchasing > Purchase Order > Set up STO > Assign document Type, One step Procedure, Under delivery tolerance
Assign the document type NB to supplying plant and receiving plant
10. After all settings , Create the STO using T-Code:ME21N and maintain pricing conditions of freight and Save.
11. Create Delivery :VL10G
Click on the Background Button after selecting line item
A message is flashed : See log for information> next Click on Log for delivery creation Button >click on line item>click on document button to get Delivery document No
12. Picking, PGI:VL02N
13. Billing:VF01
Save the document and its done
14. J1IIN - Outgoing Excise Invoice
15. MIGO - Goods Receipt against outbound Delivery
16. J1IEX - Capture & Post Excise Invoice
Pricing configuration for STO: -
In SPRO > MM > Purchasing > Conditions > Define Price Determination Process > Define Schema Determination > Determine Schema for Stock Transport Orders > Here assign Calculation Schema "RM2000" i.e. Stock Transfer Document to Schema Grp Pur. Org, STO Type (For e.g. UB) and Supplying Plant.
Calculation Schema "RM2000" has condition type P101 which will pick up the MAP of supplying plant automatically during creation of STO in ME21N ("Conditions" Tab).
You can create new freight / delivery cost conditions in M/06 and assign in pricing procedure "RM2000" in M/08 and also assign the Accrual Key to this and do the Account Determination for this Accrual Key in OBYC
At the time of PGI, following accounting entry will get generated;
Stock A/c - Dr - 110 INR (Receiving Plant)
Stock A/c - Cr - 100 INR (Supplying Plant)
Freight Clearing A/c - Cr - 10 INR (Supplying Plant)
Third Party Process Flow: -
1) MM01 - General Item category Group should be BANS in basic view of material master.
2) VA01 - Creation of sales order with VA01 transaction in SD module
3) When sales order is created system automatically creates a PR for the material with item category as "S"--> Third Party Item
4) ME21N - Directly PO with item category as "S" and delivery address as customer address
5) MIGO - Statistical GR by MM ( When it is made goods are received and delivered)
6) MIRO - Invoice by MM for vendor
7) VF01 - Billing by SD on Customers

A report which shows the vendor invoice and its purchase order MM

Hi All,
I wonder if ther's a SAP standard report which shows the vendor invoice (the FI document) and its purchase order MM.
Could anyone help me?
Thanks
G.Rossi
Edited by: Lakshmipathi on Aug 2, 2011 2:24 PM
Thread Locked - Reason Cross Posted

Dear,
you can use FBL1N,
From there you can view following things:
1. Vendor Invoice = Reference
2. Document type = KR and RE for Invoices
3. Po Number
4. Amount
you can enable there many fields as per your requirement.
Hope this helps!!!
Br,Vivek

Blanket Purchase Order and the Framework Order

hi Gurus,
I wanted to know the following.
What is the difference between Blanket Purchase Order and the Framework Order.
Thanks.

Hi,
Framework order is also known as Blanket PO.....which we use for the procurement of Low value Material with Long term planning....It is used as Mini Contract....
Blanket Order:
Used for long validity period and with the provided value limit. By its name u201Cblanketu201D which covers to required long time? We use doc type FO(for long period) and item cat. B(for value limit).Goods receipts or the entry and acceptance of services performed are not necessary in the case of a blanket PO and limit items. The invoices are posted directly with reference to the purchase order, provided that the specified value limit is not exceeded. But manual entry of invoiced amount and invoiced quantity is required during LIV process.
Example: Procurement of stationary items.
Frame work order:
Framework order (FO) is a document type which is provided by the standerd SAP.
It can be used for the consumable material ( Which is having low value & where making GR is not of worth like C category item.) & called as blanket PO. Here we need to mntion the validity period & target value or quantity as a restriction as well as need to mention item category as a "b".
Also it can be used for the procurement of extarnal services (Item category "D" ). Here we need to do the entry of services which have been performed & need to accept the same whereas in blanket PO, GR is not required.
At the end i would tel u that Framework order is the document type which can be used as blanket Po & procurement of services.
Regards
KK

JDeveloper 11.1.1.5.0 and the Fusion Order Sample Application

Hi all
I am trying to explore SOA Suite 11g features, particularly the BPM part. I am unable to find any tutorials relating to this feature (can someone point me to some?) and therefore am trying to simply install the Fusion Order demo to have a look around myself.
I have installed JDeveloper 11.1.1.5.0 (and the SOA Composite Editor and BPM Studio add-ins) and am trying to get the Fusion Order demo to work with it. I downloaded the zip file from http://www.oracle.com/technetwork/developer-tools/jdev/learnmore/fod1111-407812.html and followed the instructions there but when I try to run the StoreFrontUI project all I get is a blank screen.
The server log has messages:
<AzUtil> <getPermClassLoadingErrorMessage> Cannot instantiate permission class "oracle.fodemo.storefront.store.view.AccountPermission", target "AccountPermission", or actions "view" as defined in the system policy context.
and
<ADFContext> <getCurrent> Automatically initializing a DefaultContext for getCurrent.
Then theses messages appear
<ApplicationImpl> <createComponent> JSF1004: Cannot instantiate component of type oracle.dss.adf.graph.Graph
<NavigationPaneRenderer> <_renderContent> Warning: There are no items to render for this level
I have also tried running the login.jspx page directly, which loads and presents me with a login screen, but using the FOD/fusion combination I had in the Build.Properties.xml I get the message invalid username/password and again get the message
<AzUtil> <getPermClassLoadingErrorMessage> Cannot instantiate permission class "oracle.fodemo.storefront.store.view.AccountPermission", target "AccountPermission", or actions "view" as defined in the system policy context.
Can anyone suggest what I might be happening, what I've done wrong?
Thanks
Roy

Just for verification - which version of FOD did you download? what's the zip name?
For SOA tutorials doucmentation on getting started see the SOA section here:
http://download.oracle.com/docs/cd/E21764_01/develop.htm
You might want to try posting on the SOA Suite forums for more tips on getting started.

Hello! My iMac frozed and I had to switch the electricty supply off and on in order to start again the system, with the problem that the screen looks wierd, I tried to calibrate it... doesnt works any suggestion?

hello! My iMac frozed and I had to switch the electricty supply off and on in order to start again the system, with the problem that the screen looks wierd, I tried to calibrate it... doesnt works any suggestion?

Dear Paul, thank you very much for your time and answer, I followed those steps, somehow it helped the performance of my Imac, is faster now, but the screen issue about the very High contrast colours is still there. Since I am a photographer I am very depending on the screen calibration. I am worried that I came to damage the video card when I shut down the computer from the swicth when It was frozed.

Select Row immediately previous and following a date range

I have a query which returns two values within a given date range (colA, colB). This works great. However, I also need to return (in a separate query) the entries immediately previous and following this current date range (same two values).
I am more familiar with MySQL where the query would include an "Order by date desc limit 1" for the row previous to the original query or "Order by date asc limit 1" for the row following the original query.
What is the best way to return these rows within Oracle?

Hi,
This is an example of a Top-N Query, where you want to pick N items (N=1 in this case) from the top of an ordered list.
This problem is a little trickier, because you want to pick from two lists, the rows before the specieifed date range (in descending order) and the rows after the range.
The easiest way might be a UNION of two separate queries, using WHERE ROWNUM = 1 in each one.
The solution below is easier to generalize, e.g. if you want the first and last row from each department.
WITH
e     AS
     SELECT     empno, ename, hiredate
     ,     ROW_NUMBER () OVER
          ( ORDER BY     CASE
                         WHEN hiredate < TO_DATE ( '01-JAN-1982'
                                        , 'DD-MON-YYYY'
                                        ) -- Start of date range
                         THEN hiredate
                    END
                    DESC     NULLS LAST
          ) AS pre_num
     ,     ROW_NUMBER () OVER
          ( ORDER BY     CASE
                         WHEN hiredate > TO_DATE     ( '31-DEC-1982'
                                        , 'DD-MON-YYYY'
                                        ) -- End of date range
                         THEN hiredate
                    END
          ) AS post_num
     FROM     scott.emp
SELECT     empno, ename, hiredate
FROM     e
WHERE     pre_num          = 1
OR     post_num     = 1
;Results (last hire before 1982 and first hire after 1982):
     EMPNO ENAME      HIREDATE
      7788 SCOTT      19-APR-87
      7900 JAMES      03-DEC-81

MRP: Delete Purchase Requisitions and Create Planned Orders

Hi there,
I have a scenario, where in a material (HALB) was marked as externally procured. MRP was run for FERT material. The dependent requirements for FERT were created. Planned orders of the HALB material were changed to Purchase Requisitions.
Later, the procurement type of material was changed to Inhouse Production.
Now, I want all the Purchase requisitions that were created to be deleted and Planned orders should be created when I run MRP.
I tried all the possibilities, but of no success.
Please lemme know if there is any possibility to delete the P.Rs and Create Planned orders by running MRP.
Regards,
ABC

I Haven't read the Plan order is converted in to PR Before
If YOU convert the plan order in to PR, system will firm the Requirement, YOU need to remove the firm indicator FIxed iD in PR Before doing the MRP Run Again
Do the following thing in PR
In PR Remove the Fixed ID in Quantities and Dates tab of the item
and Rerun the MRP with Planning Mode 3 It will create a plan order
Edited by: Sundaresan . E. V on Oct 29, 2010 6:39 PM

Availability check for Make to stock and Make to Order

Dear All,
Client is selling Make to stock and make to Order material.
How and what settings need to do for Avaialbility check.or we can use standard one.
I hope in case of Make to Order availability check may not happen.
Please correct me.
Thanks in advance.
Regards,
Shrikant

hi,
yes for make to order we dont have AvChk. for make to stock items u need to follow the
below configuration.
Availability check
1. Availability check is an integral part of the business process that determines if the required delivery quantity can be met on a required delivery date. For this purpose the system takes into account pre-delivery activities such as scheduling for picking or packing times and the time taken to produce or obtain the material. It also performs several background functions such as Backorder processing, rescheduling and ATP quantities.
2. Backorder processing: processing of a sales order that has not been fully confirmed or not confirmed at a certain delivery date.
3. Rescheduling: is a proposal of how u2013 confirmed quantities already assigned to a sales order can be reassigned to other sales orders that have a higher priority.
4. Available to promise (ATP): is a process of checking the available quantities of a material. The ATP quantity consists of warehouse stock + planned receipts (incoming stock) u2013 planned issues (outgoing stock). to examine stock on hand (CO09) proceed to logistics u2013 sales & distribution u2013 sales u2013 environment u2013 availability overview.
5. Replenishment lead time (RLT): is the time taken for the material to become available either internally (in house production) or externally (from a vendor). The most important things to consider during an external procurement are purchasing and MRP 2 (procurement) views of MMR where the processing time for purchasing, planned delivery time and goods receipt processing time are taken into account. On the other hand internal procurement is based on in house production time (MRP 2 view) goods receipt processing time or alternatively RLT time, which is found on MRP 3 view.
6. RLT (Replenishment Lead Time) is the time taken for the material to become available. RLT is only used when doing an ATP check (Available To Promise). The value of RLT for a material is specified on material master record.
7. There are three types of availability checks u2013
Check on basis of ATP quantities.
Check against product allocation.
Check against planning.
Configuring Availability check through Checking Groups u2013
1. The checking group + checking rule determine how the availability check is to be performed.
2. The checking group determines whether and how the system checks the stock availability and generates requirements for material planning. The checking group defines what type of requirements will be passed on i.e. summarized requirements (daily/weekly) or individual requirements for each sales order.
3. The checking rule applies to how the availability check is to be carried out at the transaction level. Note that you must define checking rules for each individual application such as for production orders for example. In Sales and Distribution, the checking rule is specified internally within the system and cannot be changed.
4. The checking rule, in conjunction with the checking group, determines the scope of the availability check for every business operation; that is, which stocks, receipts and issues are to be included in the availability check and whether the check is to be carried out with or without the replenishment lead time.
5. Briefly explaining the above u2013 checking group determines which type of requirement to be passed on to MRP whether it be individual or summarized and checking rule which is at the transaction level and can be configured independently for each application module, determines which stocks, receipts and issues to be taken into account. For performing an availability check checking group has to work in conjunction with checking rule.
6. Advantages of individual processing over summarized processing u2013
Backorder processing is possible.
You can access (MD04) order, line and schedule line individually which gives a greater control on available stock and requirements placed on stock.
The system automatically uses individual requirements in case of special stock items.
7. Required data for the Availability check to be carried out u2013
The Availability check must be switched on at the requirement class level.
The Availability check must be set at the schedule line level.
A requirements type must exist by which the requirements class can be found.
A plant must be defined in the sales order for each schedule line item (in other words plant must be defined for every material in MMR).
A checking group must be defined in the material master record in the MRP3 screen in the availability check field.
8. Configuring Availability check and defining Checking Groups u2013
Checking groups are introduced into the sales order based on the setting in the material master record.
SAP standard checking groups are 01 u2013 summarized requirements and 02 u2013 individual requirements or you can create your own by copying the standard ones.
Total sales and total deliveries columns are there to configure a checking rule to sum up requirements to post to MRP either individually or by day or week.
Block quantity required can be set if you want several users to be able to process the material simultaneously in different transactions without blocking each other.
The no check indicator is CHECKED when you DO NOT want the system to carry out ATP check.
9. Defining material block for other users u2013 the block check box is an indicator that enables you to block material master records of a particular material during the availability check and restrict other users from accessing same master record and reserve the material. If the block is not set, two users can confirm the same material at the same time for two different orders, not knowing if the stock is available or not. If you select this field, the material is blocked during the availability check and other users cannot: a) Make changes in the material master record. b) Create purchase orders for the material. C) Create orders for the material.
10. Defining default values for checking groups - Checking groups are introduced into the sales order based on the setting in the material master record.
However if there is no entry present in the material master record for the checking group, a default value can be set here, depending on material type and plant.
This default value will be used by the system depending on the material type mentioned in MMR and plant in sales order.
If an entry exists, this default value is over written by MMR.
11. Controlling Availability Check u2013 in this section, you tell the system what stock on hand and what inward and outward movements of stock it must take into account when performing the availability check in addition to whether or not to consider the replenishment lead time.
12. These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sales and distribution transaction.
13. These settings carry out control both for sales order and delivery as well. This is due to the fact that you may want to include specific stock or incoming stock for the sales order, yet at the time of the delivery only include physical stock on hand waiting to be shipped.
14. It is possible to indicate to the system that you would like the availability check NOT TO CHECK the stock at the storage location level. This indicator is used to set the scope of the availability check.
15. It is used to switch off the check at storage location level. You create a reservation for a particular storage location. However, the scope of the availability check is set in such a way as to exclude the storage location. In this case, the system carries out the check at plant level only and does not take the storage location into account that is specified in the reservation.
16. Should you not want the system to automatically check RLT, you may indicate so here. RLT is the time taken for a material to become available. It is only used when doing an ATP check and is taken from MMR.
17. Defining the elements in the availability check entirely depends on the business needs, but a few tips are given under u2013
When controlling the Availability check at the time of the sales order, a purchase requisition does not necessarily indicate by it is going to come into the plant.
A shipping notification on the other hand - a confirmed purchase order u2013 is a good indicator of receiving stock on a specified date.
It is always recommended not to select the shipping notifications for the delivery requirements type as you may not actually receive the stock into plant or warehouse for which you are creating a delivery.
regards
anand

Quoation and follow up order

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