Inhaltsverzeichnis

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Preface
15
1 Order-to-Cash Business Process
19
1.1 Order-to-Cash Overview
19
1.2 Supply Chain Operation Reference Model
23
1.2.1 SCOR Order-to-Cash Model for Stocked Product
25
1.2.2 SCOR Order-to-Cash Model for Make-to-Order Product
31
1.2.3 SCOR Order-to-Cash Model for Engineer-to-Order
33
1.2.4 SCOR Order-to-Cash Model for Retail
36
1.3 Key Performance Indicators for Order-to-Cash
38
1.4 Available-to-Promise in Order-to-Cash
39
1.5 Summary
42
2 Introduction to Global Available-to-Promise
43
2.1 Global Available-to-Promise Overview
43
2.2 Global ATP Capabilities
45
2.3 ATP in SAP ERP versus Global ATP
47
2.4 Global ATP Basic Methods
49
2.4.1 Product Availability Check
50
2.4.2 Product Allocation
53
2.4.3 Forecast
55
2.5 Global ATP Advanced Methods
55
2.5.1 Rules-Based ATP Check
56
2.5.2 Multi-Item Single Delivery
59
2.5.3 Production Capable-to-Promise
59
2.5.4 Production Multilevel ATP Check
60
2.6 Global ATP Extended Functions
62
2.6.1 Backorder Processing
63
2.6.2 Time and Scheduling Functions
64
2.6.3 Global ATP Exception Management Alerts
65
2.6.4 Global ATP Implementation Approach
66
2.7 Summary
68
3 How SAP APO Global ATP Technology Works
69
3.1 Global ATP Time Series
69
3.2 Global ATP Technical Landscape
71
3.3 Core Interface (CIF)
72
3.3.1 Core Interface Configuration Steps
73
3.3.2 Core Interface Enhancements
76
3.4 Building Integration Models for Global ATP in SAP ERP
77
3.5 Monitoring Core Interface Processing in Global ATP (SAP APO)
79
3.6 Summary
81
4 Basic Configuration and Master Data Required for Global ATP
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4.1 Basic Global ATP Configuration
83
4.1.1 Business Event
85
4.1.2 Check Mode
85
4.1.3 Check Instructions
86
4.1.4 ATP Group
88
4.1.5 Check Control (Check Horizon, Categories, Scope of Check)
89
4.2 Master Data Requirement for Global ATP
90
4.2.1 Check Mode Determination
90
4.2.2 Checking Horizon
91
4.2.3 ATP Group
93
4.3 Summary
93
5 Integrating Transportation Shipment and Scheduling with Global ATP
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5.1 Transportation and Shipment Scheduling Overview
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5.1.1 Transportation and Shipment Scheduling using the Condition Technique
98
5.1.2 Condition Technique Configuration
100
5.1.3 Condition Technique Scenario Testing
104
5.2 Transportation and Shipment Scheduling using the Configurable Process Scheduling (CPS) Method
105
5.2.1 Configurable Process Scheduling (CPS) Configuration
106
5.2.2 Additional Configuration Steps
112
5.2.3 Configurable Process Scheduling (CPS) Scenario Testing
114
5.3 Summary
117
6 Designing Your Supply Chain ATP with Rules-Based ATP
119
6.1 Overview of Rules-Based ATP
119
6.2 Business Case Study I: Product and/or Location Substitution
120
6.3 Basic Configuration
121
6.3.1 Condition Technique
123
6.3.2 Define the Condition Table
124
6.3.3 Define the Access Sequence
124
6.3.4 Define the Condition Type
125
6.3.5 Define the Rule Strategy and Assign the Condition Type
125
6.3.6 Define the New Rule Strategy Sequence
126
6.4 Basic Master Data: Rule Maintenance
128
6.4.1 Rule Control
130
6.4.2 Calculation Profile
131
6.4.3 Activity Type
131
6.4.4 Maintaining Condition Records
132
6.5 Scenario Testing for Location Substitution
133
6.6 Business Case Study II: Consolidation Location
136
6.7 Business Case Study III: Stock Transport Orders
140
6.7.1 Configuration in SAP ERP
140
6.7.2 Configuration in SAP APO
141
6.8 Business Case Study IV: Sales Scheduling Agreement
143
6.9 Enhancements
144
6.9.1 Enhancements in the SAP ERP Field Catalog for Rules-Based ATP
144
6.9.2 Enhancement in SAP APO for Global ATP
145
6.10 Summary
146
7 Managing Your Supply Chain ATP with Product Allocation
147
7.1 Overview of Product Allocation in Global ATP
147
7.2 Business Case Study: Product Allocation
149
7.3 Basic Configuration of Product Allocation in SAP APO
151
7.3.1 Creating a New Planning Object Structure
152
7.3.2 Creating a New Planning Area
152
7.3.3 Define a New Planning Book
153
7.3.4 Maintain Field Catalog for Characteristics
154
7.3.5 Maintain the Product Allocation Object
155
7.3.6 Maintain the Product Allocation Group
155
7.3.7 Maintain the Product Allocation Procedure
159
7.3.8 Maintain the Sequence of the Product Allocation Procedure
161
7.3.9 Maintain the Connection to the Planning Area
161
7.3.10 Check the Product Allocation Settings
163
7.4 Basic Master Data for Product Allocation
163
7.4.1 Characteristics Combination for Demand Planning
163
7.4.2 Characteristics Combination for the Product Allocation Group
166
7.5 Key Steps in Scenario Testing
169
7.6 Enhancement for Product Allocation
173
7.6.1 Enhancements in the SAP ERP Field Catalog for SAP APO Product Allocation
173
7.6.2 Enhancements in SAP APO for Product Allocation
175
7.7 Summary
175
8 Keeping Your Order Confirmation Firm with Global ATP Backorder Processing
177
8.1 Overview of Backorder Processing (BOP) in Global ATP
177
8.1.1 Backorder Processing Comparison in SAP ERP and Global ATP
179
8.1.2 Business Case Study Example
180
8.2 Basic Configuration for Backorder Processing
181
8.2.1 Filter Type
182
8.2.2 Sort Profile
183
8.3 Basic Master Data for Backorder Processing
184
8.4 Key Steps in Scenario Testing
187
8.5 Overview of Event-Driven Quantity Assignment (EDQA)
192
8.6 Enhancements in Backorder Processing
200
8.7 Summary
201
9 Streamlining Your Manufacturing Planning with Capable-to-Promise
203
9.1 Overview of the Capable-to-Promise Process
203
9.2 Business Case Study Example
206
9.3 Capable-to-Promise: Basic Configuration
209
9.3.1 Global ATP: Check Mode
209
9.3.2 Global ATP: Check Instruction
210
9.3.3 Global ATP: Rules-Based CTP
211
9.3.4 Production Planning and Detailed Scheduling: Production Planning Procedure
212
9.4 Basic Master Data Requirements
217
9.4.1 Product Location (SAP APO Transaction /SAPAPO/MAT1)
218
9.4.2 Work Center (SAP ERP Transaction CS03)
219
9.4.3 Bill of Materials (SAP ERP Transaction CR03)
219
9.4.4 Routing (SAP ERP Transaction CA23)
220
9.4.5 Production Version (SAP ERP Transaction C223)
220
9.4.6 Resource (SAP APO Transaction /SAPAPO/RES01)
220
9.4.7 Production Process Model (Transaction /SAPAPO/SCC03)
222
9.5 Key Steps in Scenario Testing
224
9.5.1 Case 1: Block Planning Resource
225
9.5.2 Case 2: Location Determination Activity
227
9.6 Summary
229
10 Confirming Customer Orders with Multilevel ATP Component-Level Check
231
10.1 Overview of the Multilevel ATP Process
231
10.2 Business Case Study Example
234
10.2.1 Fulfilling Business Logic and Rules
235
10.2.2 Variant Configuration
236
10.3 Basic Configuration of Multilevel ATP
236
10.3.1 Global ATP: Check Mode
237
10.3.2 Global ATP: Check Instruction
237
10.3.3 Global ATP: Rules-Based Multilevel ATP
239
10.3.4 Production Planning and Detailed Scheduling: Global Settings
240
10.3.5 Demand Planning (SAP APO DP): Planning Area and Planning Book
242
10.4 Basic Master Data Rule Requirements
244
10.4.1 SAP ERP Variant Configuration
245
10.4.2 SAP APO Demand Planning: Characteristics-Based Forecasting
247
10.4.3 SAP APO Product Location Master
249
10.4.4 SAP APO Production Data Structure
250
10.4.5 Rules-Based Condition Record
251
10.5 Key Steps in Scenario Testing
251
10.5.1 Scenario 1: Multilevel ATP
251
10.5.2 Scenario 2: Multilevel ATP with a Rules-Based Check
253
10.6 Summary
256
11 Integrating Global ATP with Supply Planning
257
11.1 Integration between Supply Planning and Order Fulfillment
257
11.2 Integrating Rules of Global ATP in the Capable-to-Match Planning Run
259
11.2.1 Configuration for Rules-Based ATP Integration with CTM
260
11.2.2 Master Data for Rules-Based ATP Integration with Capable-to-Match
262
11.3 Integrating Global ATP in Transportation Planning and Vehicle Scheduling
265
11.3.1 Dynamic Route Determination (DRD) Profile
267
11.3.2 Activation of Dynamic Route Determination
270
11.4 Summary
270
12 Integrating the SAP Customer Relationship Management System with Global ATP
273
12.1 Overview of SAP CRM with Rules-Based ATP
273
12.2 Basic Configuration in the SAP CRM System
274
12.2.1 ATP Profile
275
12.2.2 Item Category
276
12.2.3 Item Category Determination
276
12.2.4 Business Partner Assignment
277
12.3 Basic Configuration in Global ATP for CRM Integration
278
12.3.1 Requirements Profile
278
12.3.2 Rules-Based ATP
280
12.4 Master Data Maintenance
280
12.5 SAP CRM Business Scenario Testing
282
12.6 Enhancements in CRM for Global ATP
284
12.7 Integration Scenarios with CRM
284
12.7.1 Kit-to-Order
285
12.7.2 Special Dynamic Safety Stock
285
12.7.3 Third-Party Order Processing
285
12.8 Summary
287
13 Accelerate Your Global ATP Implementation with Service-Oriented Architecture (SOA) Packages
289
13.1 Introduction to Service-Oriented Architecture
289
13.1.1 Configuration Templates
290
13.1.2 Ease of Integration
290
13.1.3 Business Process Library
291
13.2 Modeling and Designing the Order Management Process in SOA—Case 1: ATP Check Enterprise Services Bundle
292
13.3 Modeling and Designing Order-Management Process in SOA—Case 2: Availability Issue Resolution and Backorder Processing ES Bundle
295
13.4 Understanding SOA by Design
298
13.5 Enterprise Service Repository
300
13.6 Summary
302
14 Maintenance and Monitoring Procedure for Global ATP
303
14.1 Monitoring and Maintenance
303
14.1.1 Backorder Processing (BOP)
303
14.1.2 Temporary Quantity Assignment (TQA)
304
14.1.3 Persistent Quantity Assignment
304
14.1.4 SAP ERP Database and SAP APO liveCache
305
14.1.5 Reorganization
308
14.1.6 SAP APO Planning Area
310
14.1.7 Product Allocation
311
14.2 Regular Transactions and Batch Jobs
313
14.3 Disaster Recovery Plan
315
14.3.1 Switching the ATP Check from SAP APO to SAP ERP
315
14.3.2 Performing an ATP Check in SAP ERP for the Interim
316
14.3.3 Switching the ATP Check Back from SAP ERP to SAP APO
316
14.3.4 Postprocessing Sales Orders in Global ATP
317
14.4 Performance
317
14.5 Application Log
319
14.6 Sizing
319
14.7 Summary
320
Appendices
323
A Enhancements in Global ATP
325
A.1 Minor Enhancement Scenarios in Global ATP
325
A.2 Major Enhancement Scenarios in Global ATP
329
A.3 Enhancements in SAP ERP Field Catalog for SAP APO Global ATP and Product Allocation
330
A.4 Enhancements in SAP APO Field Catalog for SAP APO Global ATP and Product Allocation
331
B SAP Notes for Global ATP
333
B.1 General
333
B.2 Rules-Based ATP
333
B.3 CTP and Multilevel ATP
334
B.4 Scheduling Function
334
B.5 Backorder Processing
335
B.6 Product Allocation
335
B.7 Transportation Integration
336
B.8 CRM Integration
336
B.9 Enhancements
336
C The Authors
339
Index
341