EDQA Settings

Solution 14: Advanced Backorder Processing – Part 2
Task 1:
Check Activation of Event Linkage
1. For event-driven quantity assignment to work properly, the linkage between the
triggering event and the workflow that controls the execution of event-driven
quantity assignment has to be activated. Check in the SAP SCM system whether
the linkage has been activated for event-driven quantity assignment.
a) Path: SAP Implementation Guide: Advanced Planning and Optimization

→ Global Available-to-Promise (Global ATP) → Event-Driven Quantity
Assignment (EDQA) → Activate or Deactivate Event Linkage
Check whether the linkage has been activated for the task/event
Event-Driven Quantity Assignment (EDQA).
Task 2:
Create a variant for backorder processing
1. Set up a variant for backorder processing.
Use the filter type Filter ## that you created in the previous backorder processing
exercise. Select the following requirements: Sales orders for product T-F11##
with a sales quantity of 100 pieces.
Select the orders with the following confirmations: Orders in the backlog, orders that are
fully or partially confirmed on the requested date, orders with delivery proposals (fully
and partially confirmed), and orders without confirmation.
Give the filter variant the name “VAR_BOP_GRP_##” and the description “Variant BOP
for group ##”.
In addition, use the sort profile Sort## that you created in the previous backorder
processing exercise to sort the worklist. Save your settings as variants and give
them the name “EDQA_BOP_GRP##” and description “Variant EDQA for
group ##”.
a) Path: SAP Easy Access menu: Advanced Planning and Optimization →

Global ATP → Backorder Processing → Batch Backorder Processing
Enter the following data:

“Worklist” tab page
Filter type: Filter##
Page 499
Unit 9: Backorder Processing SCM670
Sort profile: Sort## (the sort profile that you created in the first part of the
exercise in task 6, step 2)
Now choose the filter ( ) to define the filter variant.
Enter the following data in the filter variant:
“Order types involved” tab page
Sales order
“Document” tab page
Product number:
T-F11## (Replace ## with your group number)
Base unit of measure: PC
Requested quantity: 100
“Confirmation Situation” tab

Confirmation status:
Backorders (Date/Time)
Confirmation for:
Requested date
Delivery proposal
Requested date (partial)
Delivery proposal (partial)
Without confirmation
Leave the values for all other settings unchanged. Now create a variant for
your entry by choosing the save icon ( ). Specify the following variant
name and description:
Variant name: VAR_BOP_GRP_##

Description: Variant BOP for group ##
Continued on next page
Save your entries.
Now choose “Back” ( ) to go back to the initial screen for backorder

processing. The filter variant that you just created should now be entered
as the filter variant.
Now go to the “Parameters Process” tab page and enter the following data:
Parameter “Process”
Execution mode: Select “Update Changes”.
Leave the values for all other settings on the other tab pages unchanged.
Create a variant for your settings for backorder processing by choosing the
save icon ( ).
Specify the following variant name and description:

Variant name: EDQA_BOP_GRP##
Description: Variant EDQA for group ##
Save your entries.
Task 3:
Set up an order due list
1. Set up an order due list:

In the order due list, include orders with the filter type “Filter ##” (from part
1, task 6, step 1) and sort them using the sort profile “Sort ##” (from part 1,
task 6, step 2).
Make the following settings to filter the orders: Sales orders for
product T-F11## with a sales quantity of 100 pieces are to be included in the
list. Select only the orders with the following confirmations: Orders that are
partially confirmed on the requested date, orders with delivery proposals (fully
and partially confirmed), and orders without confirmation. Give the filter variant
the name VAR_ODL_GRP_## and the description “Variant ODL for group ##” .
a) In the SAP SCM system: Call the Customizing transaction SPRO.

In Customizing:
SAP Implementation Guide → Advanced Planning and Optimization →
Global Available to Promise (Global ATP) → Event-Driven Quantity
Assignment (EDQA) → Quantity Assignment to Order Due Lists (QODL)
→ Configure Order Due Lists (Obtain Confirmation)
Choose “New entries”.
On the next screen, enter the following data:

ODL: ODL_GRP## (Replace ## with your group number)
ODL description: ODL Group ##

Filter type: Filter ## (Use the filter that you created
in the first part of the exercise, task 6, step 1)
Sort profile: Sort ## (Use the sort profile that you created in the first part of the
exercise, task 6, step 2)
Now choose “Maintain ODL Filter Var.” ( ), which is on the right, next to
the text field for the filter variant.

Sales order

Product number: T-F11##
Unit of measure: PC
Requested quantity: 100
Confirmation for:
Delivery proposal
Requested Date (Part.)
Dlvry Prop. (PrtCnf)
Order Itms W/o Conf.
Leave the initial values for all other settings on the tab page.
Now create a variant for your entry by choosing the save icon ( ).
Variant name: VAR_ODL_GRP_##

Description: Variant ODL for group ##
Save your entries.
Choose “Back” ( ).
This should bring you to the screen on which you created your order due lists. The
variant that you just saved should be selected as the filter variant (if not, select it using
the input help (F4)).
Save your entries.
Confirm the prompt for the transfer order.
Now generate the order due list by choosing “Generate ODL” ( ).
Then activate your order due list by choosing “Activate ODL” ( ).
Now choose “Back” ( ) twice to go back to Customizing.
Task 4:
Define a process category for EDQA

1. Create a new process category for your order due list. To do this, first define the
condition profile “QodlProf##” with the description “Condition profile QODL
for group ##”. Enter the following parameters as conditions for executing
event-driven quantity assignment:
Field Name Operator Lower Characteristic Value

MATNR Equal To (=) T-F11##
WERKS Equal To (=Low) 1200

In Customizing:

Assignment (EDQA) → Quantity Assignment to Order Due Lists (QODL)
→ Define Process Categories for Quantity Assignment to Order Due Lists
(QODL)
b) In the left frame, double-click “Condition Profile” to display the list of

condition profiles in the right frame.
Choose “New Entries” to create a new condition profile.

Cnd. Prof.: QodlProf## (replace ## with your group number)
Profile description: Condition profile QODL for group ##
Save your entries. Confirm the prompt for the transfer order.
2. Create a process category

Create the process category “QodlCat##” with the description “Process category
QODL for group ##”. Use the condition profile “QodlProf##” and the order due
list ODL_GRP##. Use the variant EDQA_BOP_GRP## (the BOP variant that
you created in the above task).
a) In the left frame, double-click “Process Category” to display the list of

process categories in the right frame.
Choose “New Entries” to create a new process category.

Process category QodlCat## (replace ## with your group number)

Profile description: Process category QODL for group ##
Save your entries.
Select the process category that you have just created and, in the left frame
(in the dialog structure), double-click “Profiles for Process Category” to display the list of
profiles for the process category in the right frame.
Choose New Entries.

Cnd. Prof.: QodlProf## (the condition profile that you
created in the previous task)
Cat. Prof.: Leave blank
ProcCatAct: Yes (set indicator)
Log Activ.: No (do not set indicator)
Save your entries.
In the left frame (in the dialog structure), double-click “Events for Process
Category” to display the list of events for the process category in the right frame.
Choose “New Entries” to add a new event to the process category.
Event: Quantity assignment to ODL

ODL: ODL_GRP##
BOP Variant: EDQA_BOP_GRP## (the BOP variant that you
created in the above task)
Event Active: Yes (indicator set)
Push Deployment: No (indicator not set)
Timeout: Leave blank
Process Flow: Single
Business Event: Leave blank
Delay: Leave blank
Save your entries. Confirm the prompt for the Customizing request.
3. Create activity
Event-driven quantity assignment should be started by stock changes. Assign the

process category “QodlCat##” to the relevant activity.
a) In the left frame (dialog structure), double-click “Activity” to display the

list of activities in the right frame.
Select the activity “Change Stock Data” and, in the left frame, double-click process
categories to display the process categories for the activity in the right frame.
Choose “New Entries”.

Process category: QodlCat## (the process category that you created in the above task)
Save your entries.
Create a condition profile
Hint: With Release SCM 7.0 EhP 1, condition profiles are now maintained in the
application rather than in Customizing.
Path: SAP Easy Access menu: Advanced Planning and Optimization

→ Global ATP → Backorder Processing → Event-Driven Quantity
Assignment (EDQA) → Edit Condition Profiles.
Select the condition profile created above QodlProf## using the input
help (F4) and choose F8 to continue.
Call up the tab page for the Process Interface Stock Change and enter the
following data on the input screen:
Field Name Char. Value

Product number T-F11##
Plant 1200
Save your entries and exit the transaction.
Task 5:
Check the initial situation

1. Check the initial situation for product T-F11##, by going to the product view of the
PP/DS menu.
a) Path: SAP Easy Access → SAP Menu → Advanced Planning and

Optimization → Production Planning → Interactive Production Planning
→ Product View
Enter planning version 000, product T-F11##, location 1200, and choose
Enter.
You should find an opening stock of 50 pieces of product T-F11## in production plant
1200 as the initial value.
Task 6:
Check the order due list
1. Call the order due list ODL_GRP## (from the above task) and analyze the list.
a) Path: SAP Easy Access menu → Advanced Planning and Optimization
Assignment (EDQA) → Process Order Due Lists
Enter the following data on the next screen:
ODL name: ODL_GRP##

Then choose the Execute button. The system should now display a message
informing you that the order due list is empty. Confirm this message and
display the empty order due list.
Do not leave the order due list.
Task 7:
Create a sales order
1. Now go to the ERP system and create a sales order for product T-F11##.
To do so, call transaction VA01 or, alternatively, use the following menu path:
SAP Easy Access: SAP menu → Logistics → Sales and Distribution → Sales →
Order → Create
Field Name or Data Type Values

Order Type OR Standard Order
Sales Organization 1000 Germany, Frankfurt
Distribution Channel 10 Final customer sales
Division 00 Cross-division
Sold-To Party C2400 Jashanmal International
Trading
PO Number PO-##
Delivery Date Monday of next week
Deliver.Plant 1200 Berlin
Material T-F11## Maxitec R-3100
Quantity 100
How much of the requested quantity could be confirmed?

_______________________________________________________________
Accept the delivery proposal and save the sales order. Ignore the warning
message informing you that the document is incomplete. In the dialog box that is
then displayed, choose “Save”.
Make a note of the order number
_______________________________________________________________
What is the confirmation status of the sales order now?
_______________________________________________________________
a) Call transaction VA01 (“Create Sales Order”) in the ERP system or,
alternatively, use the following menu path: SAP Easy Access: SAP menu
→ Logistics → Sales and Distribution → Sales → Order → Create.

Sales Organization 1000 Germany, Frankfurt
Sold-To Party C2400 Jashanmal International
Trading
PO Number PO-##
Delivery Date Monday of next week
Deliver.Plant 1200 Berlin
Quantity 100
Choose Enter.
Choose Enter if you receive the message “Change in invoice date: The
billing date is redetermined”. This message has no impact on the ATP check.
The ATP results screen appears. How much of the requested quantity could be
confirmed?
50 PC
Accept the delivery proposal and save the sales order. Ignore the warning
message informing you that the document is incomplete. In the dialog box
that is then displayed, choose “Save”.
Make a note of the order number
_______________________________________________________________
What is the confirmation status of the sales order now?
Partially Confirmed
Task 8:
1. Check the order due list again and analyze the results.
a) Now return to the order due list that you should still have open.
Update the order due list by choosing the update pushbutton ( ).
The order due list should now contain an entry with the 50 pieces of the
item of the sales order that cannot be confirmed.
Leave the order due list open and open a new session for the next step.
2. Check the product view

Call up the product view again, display the current situation, and analyze it.
a) Call up the product view again to display the current situation.

Path: SAP Easy Access SAP Supply Chain Management → Advanced
Planning and Optimization → Production Planning → Interactive
Production Planning → Product View.
Enter planning version 000, product T-F11##, location 1200, and choose Enter.
You should now see the initial stock of 50 pieces as well as the sales order with a
confirmed quantity of 50 pieces.
3. Enter a goods receipt Enter a goods receipt of 50 pieces in the SAP ERP system for
product T-F11## in plant 1200.
a) Path: SAP Easy Access SAP Menu → Logistics → Materials Management

→ Inventory Management → Goods Movement → Goods Receipt → Other.
On the initial screen, enter the following data:
Movement Type: 501
Plant: 1200
Storage location: 0002
Then go to the next screen by choosing “Continue”.
Enter the following data on the next screen:

Material: T-F11##
Quantity: 50
Save your entries.
SCM670 Lesson: Event-Driven Backorder Processing

Call up the product view again, display the current situation, and analyze it.
a) Call up the product view again to display the current situation.

Path: SAP Easy Access → SAP Menu → Advanced Planning and Optimization →
Production Planning → Interactive Production Planning → Product View
Enter planning version 000, product T-F11##, location 1200, and choose
Enter.
You should now see 100 pieces of stock as well as the sales order with a confirmed
quantity of 100 pieces.
5. Check the order due list again and analyze the results after the goods receipt
posting.
a) Now check the order due list that you still have open in another session.
Update the order due list. The item that still exists should now disappear
and the order due list should now be empty again.
6. Check the sales order
Then display the sales order again in the SAP ERP system. The sales order
should now be fully confirmed.
a) Call the transaction VA03 (“Display Sales Order”) in the ERP system. Enter
the order number that you made a note of in the above exercise and choose
“Sales”. The “Schedule Lines Exist” indicator should no longer be set.
Exercise 15: Optional: Advanced Backorder

Processing – Part 3
Exercise Objectives
After completing this exercise, you will be able to:

• Set up the reassignment of order confirmations in the system
Business Example
Maxitec. Ltd. has some very important customers and wants to ensure they receive
the best possible customer service. In case of emergency, confirmations for orders for
other customers that have already been distributed will be taken back so that the sales
order can be confirmed for the most important customers. Therefore, the reassignment
of order confirmations should be set up in the system. You are a Maxitec Ltd. sales
employee and have been asked to set up the reassignment of order confirmations
in the system.
Hint: Data for this exercise: Use product T-F11## (replace ## with your
group number). You will use the location 2300, Barcelona. This product and
this plant are used in the second part of the order confirmations exercise.
Task 1:
1. Create a filter type
Create a filter type for product T-F11## that selects orders based on the product
number, customer, and location selection criteria. Enter the following name for
the filter type: ROC_Filter##
Caution: For this exercise to work, you have to delete the purchase
requisition that currently still exists for product T-F11## in location
2500 (and has location 2300 as the source of supply). Call up the product
view in the SAP SCM (APO) system. You can access the product view
via the following menu path: In the SAP Easy Access menu: SAP Menu
→ Advanced Planning and Optimization → Production Planning →
Interactive Production Planning → Product View. Enter the following
values on the initial screen:
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 513
Planning Version: 000
Product: T-F11##
Location: 2500
Then choose the button. The system displays the next screen. There,
choose the button to switch to change mode. Select the purchase
requisition and delete it by choosing the button.
2. Set up a variant for backorder processing
Use the filter category “ROC_Filter##”. Select the following requirements:
Sales orders for product T-F11## in location 2300 for customer C2400. Select
the orders with the following confirmations: Orders in the backlog, orders that
are fully or partially confirmed on the requested date, orders with delivery
proposals (fully and partially confirmed), and orders without confirmation. Give
the filter variant the name VAR_ROC_GRP_## and the description “Variant
ROC for group ##”. In addition, use the sort profile “Sort##” that you created
in the first part of this exercise in task 6, step 2, to sort the worklist. Save your
settings as a variant under the name “ROC_BOP_GRP##” and description
“Variant ROC for group ##”.
3. Set up an order due list
Include orders with the filter type “ROC_Filter##” in the order due list and sort
them using the sort profile “Sort##”. Make the following settings to filter the
orders: Include sales orders for product T-F11## in location 2300 for customer
C2400 in the list. Select only the orders with the following confirmations: Orders
that are fully or partially confirmed on the requested date, orders with delivery
proposals (fully and partially confirmed). Give the filter variant the name
ODL_ROC_GRP_## and the description “Variant ODL ROC for group ##”.
Task 2:
Define a process category for ROC
1. Create a new process category (of type ROC) for your order due list. To do this,
first define the condition profile “RocProf##” with the description “Condition
profile ROC for group ##”. Enter the following parameters as conditions for
executing event-driven quantity assignment:
514
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
Field Name Operator Lower Characteristic
Value
Create the process category “RocCat##” with the description “Process category
ROC for group ##”. Use the condition profile “RocProf##” and the order due list
ROC_GRP##. Use the variant ROC_BOP_GRP## as the BOP variant.
3. Create activity
You want to start the reassignment of order confirmations for sales orders of
customer C2400 that could not be confirmed as requested. To do this, assign the
process category “ProfCat##” to the relevant activity.
Task 3:
Create a rule
1. Go to rule maintenance.
2. Create a new location determination list
Create a new location determination list with the following data:
Name: ROCLST##
Type: 0
Location procedure text: List for ROC
Location: DUMMY → 2300
(The location “DUMMY” is used as a placeholder in this exercise. It has no
further significance.)
3. Create a new rule control

Create a new rule control with the following data:
Control: NB##
Description: Rule control for ROC group ##
Location: Start from top of list
4. Create a new rule

Create a new rule with the following data:
Rule: RocRule##
Description: Rule for ROC group ##
Rule type: Inclusive
Activate reassignment of
order confirmations:
Yes (set indicator)
Location determination
procedure:
ROCLST##
Rule control: NB##
Leave the initial settings for all other parameters.
5. Create a new rule determination

Create a new rule determination with the following parameters for the rule
“RocRule##” that you created in the previous exercise step. As the condition
type, use condition type “ATPR” and choose “Sales Org./Sold-To Pt/Product” as
the key combination.
Sales organization: 2400
Sold-to party: C2400
Product: T-F11##
Rule: RocRule##
6. Review the check instructions
Check whether the following settings are maintained for check instructions
“030/A” (check mode 030, business event A):
In the SAP SCM system: Call the Customizing transaction SPRO.
In Customizing: SAP SCM - Implementation Guide: Advanced Planning and
Optimization → Global Available-to-Promise (Global ATP) → General Settings
→ Maintain Check Instructions
516
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
Product Check: First step
Prod. Allocation: No Check
Forecast: No Check
Activate RBA: Selected
InC Master Data: Not selected
Start Production: Availability Check Only, No Production
The remaining check instruction parameters are not relevant. If this is not the
case, change the settings accordingly and save your entries.
7. Check the initial situation
Check the initial situation for product T-F11## by going to the product view in
the PP/DS menu.
How much stock is there in location 2300?
____________________________________
Path: SAP Easy Access → SAP Menu → Advanced Planning and Optimization
→ Production Planning → Interactive Production Planning → Product View
8. Check the order due list
Call up the order due list that you previously created (ODL name: ROC_GRP##).
Then choose “Execute”. The system should now display a message informing
you that the order due list is empty. Confirm this message and display the empty
order due list.
9. Create sales orders
Now create three sales orders in the ERP system using the data specified below:
Enter the following data on the initial screen:
Order Type: OR Standard Order
Sales Organization: 2400 Germany Frankfurt
Distribution Channel: 10 Final customer sales
Division: 00 Cross-division
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 517
Order
Sequence
Sold-To
Party/Purchase
Order
No.
Requested
Delivery
Date/Delivering
Plant
Material/
Quantity
Please fill in
– Confirmed
quantity and
date for each
schedule
line
resulting
from the
ATP check
1 C2400
purchase order
001
2300/Wednesday
of next week
T-F11## 15
2 C2400
purchase order
002
2300/Wednesday
of next week
T-F11## 15
3 C2400
purchase order
003
2300/Wednesday
of next week
T-F11## 15
Save the documents and ignore any warning messages that may appear informing
you that the document is incomplete.
Make a note of the numbers of your orders:
Order 1: ____________________
Order 2: ____________________
Order 3: ____________________
Now return to the order due list that you should still have open.
The order due list should now contain three entries. These are the three sales
orders that you have just created. They could be fully confirmed and may lose
their confirmation.
Leave the order due list open.
Check the situation for your product T-F11## by going to the product view in
the PP/DS menu.
Analyze the stock and requirements situation.
________________________________________________________________
12. Create a sales order
Now go to the ERP system and create a sales order for your product T-F11##
there.

Field Name or Data
Type
Values
Sales Organization 2400 Italy, Milan
Sold-To Party C2400 Jashanmal International Trading
PO Number Rush purchase order
Delivery Date Wednesday of next week
Deliver.Plant 2300 Barcelona
Quantity 50
You should now be brought automatically to the ATP results screen. Analyze
the results and make a note of them. Then transfer the results by choosing
“Adopt All”.
________________________________________________________________
________________________________________________________________
Now save your sales order.
Now return for the last time to the order due list that you should still have open
from the previous exercise step.

Check the situation for product T-F11## by going to the product view in the
PP/DS menu:
There should be 50 pieces of product T-F11## in production plant 2300 as well
as three unconfirmed sales orders and one fully confirmed sales order.
Solution 15: Optional: Advanced Backorder

Processing – Part 3
Task 1:
1. Create a filter type
Create a filter type for product T-F11## that selects orders based on the product
number, customer, and location selection criteria. Enter the following name for
the filter type: ROC_Filter##
Caution: For this exercise to work, you have to delete the purchase requisition that
currently still exists for product T-F11## in location 2500 (and has location 2300 as the
source of supply). Call up the product view in the SAP SCM (APO) system. You can
access the product view via the following menu path:
In the SAP Easy Access menu: SAP Menu → Advanced Planning and Optimization →
Production Planning → Interactive Production Planning → Product View.
Enter the following

values on the initial screen:
Planning Version: 000
Product: T-F11##
Location: 2500
Then choose the button. The system displays the next screen. There,
choose the button to switch to change mode. Select the purchase
requisition and delete it by choosing the button.

Optimization → Global ATP → Environment → Current Settings → Filter Type
Choose New Entries. Enter ROC_Filter ## as the name of the filter.

Choose Enter again.
Select Filter##, and double-click Order Categories on the left of the

screen. Choose New Entries. Enter BM as the ATP category Sales Order.
Double-click Criteria on the left of the screen. Enter the following values
for the field names of these filter type criteria: Choose New Entries.
MATNR Product
CUSTOMER Customer
PLANT Location
Choose Save and confirm the prompt for the Customizing request. Go
back to the main menu.
2. Set up a variant for backorder processing

Use the filter category “ROC_Filter##”. Select the following requirements:
Sales orders for product T-F11## in location 2300 for customer C2400.
Select the orders with the following confirmations: Orders in the backlog, orders that
are fully or partially confirmed on the requested date, orders with delivery
proposals (fully and partially confirmed), and orders without confirmation.
Give the filter variant the name VAR_ROC_GRP_## and the description “Variant
ROC for group ##”.
In addition, use the sort profile “Sort##” that you created in the first part of this exercise
in task 6, step 2, to sort the worklist.
Save your settings as a variant under the name “ROC_BOP_GRP##” and description
“Variant ROC for group ##”.
a) Set up a variant for backorder processing:

Path: SAP Easy Access menu: Advanced Planning and Optimization → Global ATP →
Backorder Processing → Batch Backorder Processing
Choose New Entries.
“Worklist” tab page

Filter type: ROC_Filter## (The filter type that you created in
the previous step)
Sort profile: Sort## (The sort profile that you created)
Now choose Filter ( ) to define the filter variant.
Enter the following data in the filter variant:
Sales order
Product number: T-F11## (Replace ## with your group number)
Location: 2300
Customer: C2400
“Confirmation Situation” tab page
Confirmation status:
Backorders (Date/Time)
Confirmation for:
Requested date
Delivery proposal
Requested date (partial)
Delivery proposal (partial)
Without confirmation
Leave the values for all other settings unchanged. Now create a variant for
your entry by choosing the disk icon ( ). Specify the following variant
name and description:
Variant name: VAR_ROC_GRP_##
Description: Variant ROC for group ##

Save your entries.
Now choose “Back” ( ) to go back to the initial screen for backorder

processing. The filter variant that you just created should now be entered
as the filter variant.
Now go to the “Parameters Process” tab page and enter the following data:
Parameter “Process”
Execution mode: Select “Update Changes”.
Leave the values for all other settings on the other tab pages unchanged.
Now create a variant for your settings for backorder processing by choosing
the disk icon ( ).
Variant name: NAB_BOP_GRP_##
Description: Variant ROC for group ##
Save your entries.
3. Set up an order due list
Include orders with the filter type “ROC_Filter##” in the order due list and sort
them using the sort profile “Sort##”. Make the following settings to filter the
orders: Include sales orders for product T-F11## in location 2300 for customer
C2400 in the list.
Select only the orders with the following confirmations: Orders
that are fully or partially confirmed on the requested date, orders with delivery
proposals (fully and partially confirmed). Give the filter variant the name
ODL_ROC_GRP_## and the description “Variant ODL ROC for group ##”.
a) Set up an order due list for ROC:

I
n the SAP SCM system: Call the Customizing transaction SPRO.
In Customizing:
Assignment (EDQA) → Reassignment of Order Confirmations (ROC) →
Configure Order Due Lists (Give Up Confirmation)

ODL: ROC_GRP## (replace ## with your group
number)
ODL description: ROC group ##
Filter type: “ROC_Filter##”
Sort profile: Sort## (Use the sort profile that you created
in the first part)
Now choose “Maintain ODL Filter Var.” ( ), which is on the right, next to
the text field for the filter variant.

Sales order
Product number: T-F11##
Location: 2300
Customer: C2400
Confirmation for:
Full Conf. Req. Date
Delivery proposal
Requested Date (Part.)
Dlvry Prop. (PrtCnf)
Leave the initial values for all other settings on the tab page.
Now create a variant for your entry by choosing the disk icon ( ). Specify
the following variant name and description:
Variant name: ODL_ROC_GRP_##
Description: Variant ODL ROC for group ##

Save your entries.
Choose “Back” ( ). This should bring you to the screen on which you
created your order due lists. The variant that you just saved should be
selected as the filter variant (if not, select it using the input help (F4)).
Save your entries.
Confirm the prompt for the Customizing request.

Now generate the order due list by choosing “Generate ODL” ( ).
Then activate your order due list by choosing “Activate ODL” ( ).

Now choose “Back” ( ) twice to go back to Customizing.
Task 2:
Define a process category for ROC
1. Create a new process category (of type ROC) for your order due list. To do this,
first define the condition profile “RocProf##” with the description “Condition profile ROC
for group ##”. Enter the following parameters as conditions for executing event-driven
quantity assignment:

Value

In Customizing:

Global ATP → Event-Driven Quantity Assignment → Reassignment of
Order Confirmations (ROC) → Define Process Category for Reassignment of Order
Confirmations (ROC)
b) In the left frame, double-click “Condition Profile” to display the list of condition profiles
in the right frame.
Choose “New Entries” to create a new condition profile.

Cnd. Prof.: RocProf## (replace ## with your group number)
Profile description: Condition profile ROC for group ##
Select the condition profile that you have just created and, in the left frame
(in the dialog structure), double-click “Fields” to display the list of fields in the right
frame.
Then choose “New entries”.

Value
MATNR Equal To (=Low) T-F11##
Save your entries.
Create the process category “RocCat##” with the description “Process category
ROC for group ##”. Use the condition profile “RocProf##” and the order due list
ROC_GRP##. Use the variant ROC_BOP_GRP## as the BOP variant.
a) In the left frame, double-click “Process Category” to display the list of
process categories in the right frame.
Choose “New Entries” to create a new process category.

Process category RocCat## (replace ## with your group number)
Process description: Process category ROC for group ##
Save your entries.
Select the process category that you have just created and, in the left frame
(in the dialog structure), double-click “Profiles for Process Category” to
display the list of profiles for the process category in the right frame.
Cnd. Prof.: RocProf## (The condition profile that you

created)
Cat. Prof.: Leave blank

ProcCatAct: Yes (set indicator)
Log Activ.: No (do not set indicator)
Save your entries.
In the left frame (in the dialog structure), double-click “Events for Process
Category” to display the list of events for the process category in the right
frame.
Choose “New Entries” to add a new event to the process category.

Event: Reassignment of order confirmations

ODL: ROC_GRP##
BOP variant: ROC_BOP_GRP## (The BOB variant that you created)
Event Active: Yes (indicator set)

Push Deployment: No (Do not set indicator)
Timeout: Leave blank
Process Flow: Single
Business Event: Leave blank
ATP Check: Leave blank
Rule Evaluation: Leave blank
3. Create activity
You want to start the reassignment of order confirmations for sales orders of
customer C2400 that could not be confirmed as requested. To do this, assign the
process category “ProfCat##” to the relevant activity.
a) In the left frame (dialog structure), double-click “Activity” to display the list of activities
in the right frame. Select the activity “Document
Confirmation (ROC Result)” and, in the left frame, double-click process
categories to display the process categories for the activity in the right frame.

Process category: RocCat## (The process category that you created in step 3)
Save your entries.
Create a condition profile

Hint: With Release SCM 7.0 EhP 1, condition profiles are now maintained in the
application rather than in Customizing.
Path: SAP Easy Access menu: Advanced Planning and Optimization → Global ATP →
Backorder Processing → Event-Driven Quantity Assignment (EDQA) → Edit Condition
Profile.
Select the condition profile created above RocProf## using the input help
(F4) and choose F8 to continue.
Call up the Reassignment of Order Confirmations tab page and enter the following data
on the input screen:
Field Name Char. Value

Product number T-F11##
Plant 2300
Save your entries and exit the transaction.
Task 3:
Create a rule
1. Go to rule maintenance.
Optimization → Master Data → Rule Maintenance → Integrated Rule Maintenance
2. Create a new location determination list Create a new location determination list with
the following data:
Name: ROCLST##
Type: 0
(The location “DUMMY” is used as a placeholder in this exercise. It has no
further significance.)
a) Create a new location determination list with the following data:

Name: ROCLST##
Type: 0
(The location “DUMMY” is used as a placeholder in this exercise. It has no further
significance.)
Save your entries.
3. Create a new rule control

Create a new rule control with the following data:
Control: NB##
a) Create a new rule control with the following data:

Control: NB##
Save your entries.
4. Create a new rule

Create a new rule with the following data:
Rule: RocRule##
Activate reassignment of order confirmations:

Yes (set indicator)
Location determination
procedure:
ROCLST##
Rule control: NB##
a) Create a new rule with the following data:

Rule: RocRule##
Activate reassignment of order confirmations:
Yes (set indicator)
Location determination procedure:

ROCLST##
Rule control: NB##
Save your entries.
Check the rule that you have just created by navigating to the “Evaluate
Rule” tab page. Enter your product T-F11## and the location 2300. Then
choose “Start evaluation”. The product T-F11## in location 2300 should be
displayed as the result in the results table.
5. Create a new rule determination Create a new rule determination with the following
parameters for the rule “RocRule##” that you created in the previous exercise step. As
the condition type, use condition type “ATPR” and choose “Sales Org./Sold-To
Pt/Product” as the key combination.

Product: T-F11##
Rule: RocRule##

Optimization → Master Data → Rule Maintenance → Create Rule Determination
b) Create a new rule determination for the rule “RocRule##” that you
created in the previous exercise step. As the condition type, use condition
type “ATPR” and choose “Sales Org./Sold-To Pt/Product” as the key
combination.

Product: T-F11##
Rule: RocRule##
Save your entries.
6. Review the check instructions

Check whether the following settings are maintained for check instructions
“030/A” (check mode 030, business event A):
In the SAP SCM system: Call the Customizing transaction SPRO.

In Customizing: SAP SCM - Implementation Guide: Advanced Planning and
Optimization → Global Available-to-Promise (Global ATP) → General Settings
→ Maintain Check Instructions
Product Check: First step

Prod. Allocation: No Check
Forecast: No Check
Activate RBA: Selected
InC Master Data: Not selected
Start Production: Availability Check Only, No Production
The remaining check instruction parameters are not relevant. If this is not the
case, change the settings accordingly and save your entries.
a) (See table)
7. Check the initial situation

Check the initial situation for product T-F11## by going to the product view in
the PP/DS menu.
How much stock is there in location 2300?
____________________________________
a) As the initial starting value, there should be 50 pieces of initial stock for
the product T-F11## in production plant 2300.
Call up the order due list that you previously created (ODL name: ROC_GRP##).
Then choose “Execute”. The system should now display a message informing
you that the order due list is empty. Confirm this message and display the empty
order due list.
a) Path: SAP Easy Access menu → Advanced Planning and Optimization

Assignment (EDQA) → Process Order Due Lists
ODL name: ROC_GRP##
Then choose the Execute button. The system should now display a message
informing you that the order due list is empty. Confirm this message and
display the empty order due list.
9. Create sales orders Now create three sales orders in the ERP system using the data
specified below:
Enter the following data on the initial screen:
Order Type: OR Standard Order

Sales Organization: 2400 Germany Frankfurt
Distribution Channel: 10 Final customer sales
Division: 00 Cross-division
Order
Sequence
Sold-To
Party/Purchase
Order
No.
Requested
Delivery
Date/Delivering
Plant
Material/
Quantity
Please fill in
– Confirmed
quantity and
date for each
schedule
line
resulting
from the
ATP check
1 C2400
purchase order
001
2300/Wednesday
of next week
T-F11## 15
2 C2400
purchase order
002
2300/Wednesday
of next week
T-F11## 15
3 C2400
purchase order
003
2300/Wednesday
of next week
T-F11## 15
Save the documents and ignore any warning messages that may appear informing
you that the document is incomplete.
Make a note of the numbers of your orders:
Order 1: ____________________
Order 2: ____________________
Order 3: ____________________
a) Call transaction VA01.

See task description
Now return to the order due list that you should still have open.

The order due list should now contain three entries. These are the three sales
orders that you have just created. They could be fully confirmed and may lose
their confirmation.
Leave the order due list open.
a) You see three order items in the order due list.
Check the situation for your product T-F11## by going to the product view in
the PP/DS menu.
Analyze the stock and requirements situation.
________________________________________________________________
a) There should be 50 pieces of product T-F11## in production plant 2300 as
well as three fully confirmed sales orders of 15 pieces.
12. Create a sales order

Now go to the ERP system and create a sales order for your product T-F11## there.

Field Name or Data
Type Values

Quantity 50
You should now be brought automatically to the ATP results screen. Analyze
the results and make a note of them. Then transfer the results by choosing
“Adopt All”.
________________________________________________________________
________________________________________________________________
a) Call transaction VA01 (“Create Sales Order”) in the ERP system.
Field Name or Data
Type Values

Quantity 50
Choose Enter.
Choose Enter if you receive the message “Change in invoice date: The
billing date is redetermined.” This message has no impact on the ATP check.
You should now be brought automatically to the ATP results screen. Check the results
carefully. Then transfer the results by choosing “Adopt All”.
The confirmation of the requested quantity is comprised as follows: 5 due
to the product availability check and 45 due to the reassignment of order
confirmations.
Now return for the last time to the order due list that you should still have open
from the previous exercise step.
a) The order due list should now be empty.
Check the situation for product T-F11## by going to the product view in the
PP/DS menu:
There should be 50 pieces of product T-F11## in production plant 2300 as well
as three unconfirmed sales orders and one fully confirmed sales order.
a) See task description
Lesson Summary
You should now be able to:
• Create order due lists
• Use the event-driven quantity assignment and the reassignment of order
confirmations as options for event-driven backorder processing
Unit Summary
You should now be able to:

• Understand the consequences of revising confirmed quantities and dates in
“backorder processing” (BOP)
• Set up and use filtering for the orders to be selected
• Use sorting to reassign priorities of customer requirements
• Simulate backorder processing
• Execute backorder processing interactively and in the background
• Describe the functions as well as the delimitations of eBPOI
• Name the prerequisites for using eBOPI
• Explain the expanded areas of application
• Describe the process within eBOPI
• Create order due lists
• Use the event-driven quantity assignment and the reassignment of order
confirmations as options for event-driven backorder processing
Related Information
• 376773 (Sample code for filter criteria enhancement)
• 510912 BOP: Hints and Tips
• 1105656 FAQ: Order due lists in SCM

EDQA Settings

Uploaded by

Copyright:

Available Formats

EDQA Settings

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

EDQA Settings

Uploaded by

Copyright:

Available Formats

What are the steps to set up an order due list?

What are the steps to set up an order due list?

What are the steps to create a variant for backorder processing?

What are the steps to create a variant for backorder processing?

Solution 14: Advanced Backorder Processing – Part 2

a) Path: SAP Implementation Guide: Advanced Planning and Optimization

Create a variant for backorder processing

1. Set up a variant for backorder processing.

a) Path: SAP Easy Access menu: Advanced Planning and Optimization →

Enter the following data:

“Order types involved” tab page

“Document” tab page

“Confirmation Situation” tab

Variant name: VAR_BOP_GRP_##

Now choose “Back” ( ) to go back to the initial screen for backorder

Specify the following variant name and description:

1. Set up an order due list:

a) In the SAP SCM system: Call the Customizing transaction SPRO.

On the next screen, enter the following data:

ODL description: ODL Group ##

Enter the following data:

“Order types involved” tab page

“Document” tab page

“Confirmation Situation” tab

Variant name: VAR_ODL_GRP_##

Define a process category for EDQA

Field Name Operator Lower Characteristic Value

a) In the SAP SCM system: Call the Customizing transaction SPRO.

SAP Implementation Guide → Advanced Planning and Optimization →

b) In the left frame, double-click “Condition Profile” to display the list of

Choose “New Entries” to create a new condition profile.

2. Create a process category

a) In the left frame, double-click “Process Category” to display the list of

Choose “New Entries” to create a new process category.

Process category QodlCat## (replace ## with your group number)

Choose New Entries.

Choose “New Entries” to add a new event to the process category.

Enter the following data:

Event: Quantity assignment to ODL

Event-driven quantity assignment should be started by stock changes. Assign the

a) In the left frame (dialog structure), double-click “Activity” to display the

Enter the following data:

Create a condition profile

Path: SAP Easy Access menu: Advanced Planning and Optimization

Field Name Char. Value

Check the initial situation

a) Path: SAP Easy Access → SAP Menu → Advanced Planning and

Check the order due list

Enter the following data on the next screen:

ODL name: ODL_GRP##

Enter the following data:

Field Name or Data Type Values

How much of the requested quantity could be confirmed?

Enter the following data:

2. Check the product view

a) Call up the product view again to display the current situation.

a) Path: SAP Easy Access SAP Menu → Logistics → Materials Management

Enter the following data on the next screen:

SCM670 Lesson: Event-Driven Backorder Processing