Availability Check against Product Allocation

Availability Check against Product Allocation:

Product allocation functionality allows you to manage the supply of scarce products to customers so that each
customer receives an allocated amount/ quantity. The system can perform availability checks in conjunction
with product allocation checks. Product allocation control process permits the user to manage allocations at a
specific material level up to various material groupings.

1. Definition of Allocation Procedure

IMG Task: Definition of Allocation Procedure.

IMG Sales and Distribution Basic Functions Availability Check and Transfer of
IMG Menu: Requirements Availability Check Availability Check Against Product Allocation
Maintain Procedure.
SAP Transaction Code: OV1Z

Configurations details Category

Add
In this configuration step, we define a new Product Allocation Procedure
Change
Delete

2. Definition of Allocation Object

IMG Task: Definition of Allocation Object.

IMG Sales and Distribution Basic Functions Availability Check and Transfer of
IMG Menu: Requirements Availability Check Availability Check Against Product Allocation
Define Object.
SAP Transaction Code: OV2Z

Configurations details Category

Add
In this configuration step, we define a new Product Allocation object.
Change
Delete

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3. Definition of Characteristics & Key Figures for Infra Structure

IMG Task: Maintain Self-Defined Field Catalogs

IMG Logistics General Logistics Information System (LIS) Logistics Data

IMG Menu:
Warehouse Data Basis Field Catalogs Maintain Self Defined Field Catalogs
SAP Transaction Code: MC18

Configurations details Category

Add
In this configuration step we define the characteristics and the key figures against which we will be using
updating or checking the values. First we define the characteristics then followed by key figures Change
Delete

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4. Creating Info Structure

IMG Task: Info structure

Tools ABAP Workbench Development SAP Business Workflow Reporting

SAP Easy Access: Workflow Information System (WIS) Environment Info structures

SAP Transaction Code: MC21

Configurations details Category

Add
In this configuration we define an info structure (where in the background a table is created) and the then
assign the define characteristics and the key figures (defined in step 3). Change
Delete

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5. Maintain Info Structure Planning Parameters

IMG Task: Set parameters for info structures and key figures

Logistics- General Logistics Information System (LIS) Planning Master Data

SAP Easy Access: Set parameters for info structures and key figures

MC7F
SAP Transaction Code:

Configurations details Category

In this step, you set the planning parameters of information structures and their key figures for use in Sales & Add
Operations Planning Change
Delete

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6. Updating info structure with the period type

IMG Task: Maintain Update Rules

IMG Logistics General Logistics Information System (LIS) Logistics Data

Warehouse Updating Updating Definition Specific Definition Using Update
IMG Menu:
Rules Maintain Update Rules

SAP Transaction Code: MC24

Configurations details Category

In this step, you need to select the rule against which we need to update the info structure and assign the Add
required fields for its characteristics and its key figures. Change
Delete

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Info: The highlighted part is a routine written in ABAP to meet the client requirement.

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7. Activating Update for the newly created Info Structure

IMG Task: Activate Update

IMG Logistics General Logistics Information System (LIS) Logistics Data

IMG Menu: Warehouse Updating Updating ControlActivate UpdateSales and Distribution
.
SAP Transaction Code: OMO1

Configurations details Category

In this IMG activity, you make settings for updating the information structures. Add
Change
Delete

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8. Specify Hierarchy

IMG Task: Specify Hierarchy

IMGSales and Distribution Basic Functions Availability Check and Transfer of

Requirements Availability check Availability Check Against Product Allocation
IMG Menu:
Specify Hierarchy
.
SAP Transaction Code: OV3Z

Configurations details Category

In this IMG activity, you assign an info structure to each of the product allocation determination procedures Add
Change
Delete

9. Define Consumption Periods

IMG Task: Define Consumption Periods.

IMGSales and Distribution Basic Functions Availability Check and Transfer of

Requirements Availability check Availability Check Against Product Allocation
IMG Menu:
Define Consumption Periods

SAP Transaction Code: OV5Z

Configurations details Category

The consumption periods are only valid if you have set the indicator for the new product allocation method. If Add
you have chosen to use the old product allocation method, this functionality is not available. Change
Delete

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10. Control Product Allocation

IMG Task: Control Product Allocation.

IMGSales and Distribution Basic Functions Availability Check and Transfer of

Requirements Availability check Availability Check Against Product Allocation
IMG Menu:
Control Product Allocation

SAP Transaction Code: OV4Z

Configurations details Category

In this IMG activity, you assign one or several allocation objects with different validity periods to the product Add
allocation determination procedures Change
Delete

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11. Define Flow According To Requirement Category

IMG Task: Define Flow According To Requirement Category

IMGSales and Distribution Basic Functions Availability Check and Transfer of

Requirements Availability check Availability Check Against Product Allocation
IMG Menu:
Define Flow According To Requirement Category

SAP Transaction Code: OVZ0

Configurations details Category

In this IMG activity you determine whether the system should run an availability check for product allocations. Add
You can determine this in each requirements class. Change
Delete

12. Process Flow For Each Schedule Line Category

IMG Task: Process Flow For Each Schedule Line Category

IMGSales and Distribution Basic Functions Availability Check and Transfer of

Requirements Availability check Availability Check Against Product Allocation
IMG Menu:
Process Flow For Each Schedule Line Category

SAP Transaction Code: OVZ8

Configurations details Category

In this IMG activity, you determine for each schedule line category, whether or not an availability check against Add
product allocation is to be carried out. Change
Delete

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13. Maintain Planning Type

IMG Task: Maintain Planning Type

IMG Logistics- General Logistics Information System (LIS) Planning Tools

Maintain planning type
IMG Menu:

SAP Transaction Code: MC8A

Configurations details Category

In this step, you maintain planning types. A planning type is a customized view on the planning table; for Add
example, you might have one view for the sales planner and another view for the production planner. A Change
planning type defines the content and layout of the lines in the planning table planning type defines the content Delete
and layout of the lines in the planning table

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**************************************************************************************************************

Post config activities to make Product Allocation successful

CONTENTS
1. NOTE

2. CREATION OF PLANNING HIERARCHY

3. CREATION OF FLEXIBLE PLANNING.

4. ALLOTTED QUANTITIES AVAILABLE FOR PRODUCT ALLOCATION.

5. VALIDATE RESULTS OF UPDATE

6. ALLOCATION EFFECT (Effect during sales order).

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1. NOTE
In order to get the Product Allocation activated during sales order we need to check:

Product Allocation object (ZGOM_1022_PRDALOC) is assigned in the Material Master

Material Statistics group in Material Master

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 Customer group in Sold to Party

2. CREATION OF PLANNING HIERARCHY

IMG Menu Logistics => Logistics Controlling=>Flexible Planning =>Master Data

=>Planning Hierarchy

T.Code MC61

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Double click to add the material

After updating the record SAVE the data.

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 3. CREATION OF FLEXIBLE PLANNING.

Easy Access Path Logistics => Logistics Controlling => Flexible

Planning => Planning

T.Code MC93

Since we are creating a new plan, a version will be proposed. We need to take note of this version number as we
will need it later for Version Management. We should enter a meaningful description that will help us recall this
version later.

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 4. ALLOTTED QUANTITIES AVAILABLE FOR PRODUCT ALLOCATION.

T.code OLIX

Click the Copy + Delete Button . This button will copy the version that was created
in step 3 to the active version and then delete the version that was created in step 3 when it is finished copying.

Enter newly created

version

Enter 000 version

After entering the above details Execute the program. You will get an information box indicating the
updates to the Active Version as follows:

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 5. VALIDATE RESULTS OF UPDATE

Menu path SAP Menu => Logistics => Logistics Controlling => Logistics
Information System => Standard Analysis => Sales and Distribution =>
User-Defined Analysis

T.Code MCSI

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We can now select Material by clicking it and then click the Drill Down By Button to look at other
characteristics.

6. ALLOCATION EFFECT (Effect during sales order).

i. If order quantity less than allocation quantity: there is no effect while creating sales
order.

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ii) If order quantity is greater than Allocation quantity

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