Planning Result and Evaluation

SAP AG

SAP AG

TAMM10 4.0B

33-1

Planning Result and Evaluation:

Unit Objectives
At the conclusion of this unit,
you will be able to:
Distinguish between the various functions
for evaluating the planning result and use
them
Explain the meaning of exception

messages
Convert planned orders into purchase

requisitions

SAP AG

SAP AG

TAMM10 4.0B

33-2

Planning Result and Evaluation:

Business Scenario
After executing a planning run, the

planning result has to be evaluated and

revised. If the system creates planned
orders during the planning run, these have
to be converted into purchase requisitions
or production orders.

SAP AG

SAP AG

TAMM10 4.0B

33-3

Consumption-Based Planning: Procedure and

Environment
Requirements
planning
Net requirements
calculation
A

Lot-size calculation

Forecast

Material

Material master
Define Procurement
Scheduling

Inventory Management
Purchasing

B
B B C
A

SAP AG

The main function of requirements planning is to determine material availability, i. e. what amount of
which material is needed on which date.
Net requirements calculation is carried out by the system for a specific plant during the planning run as
part of MRP. The system checks whether the forecast requirements can be covered by the available
stock and planned receipts. If material shortage occurs, the system calculates the shortage quantity and
creates an order proposal.
Lot-size calculation is carried out as part of requirements planning according to the lot-size calculation
procedure defined in the material master.
During the determination of the order proposal, the system checks whether the requirements are covered
by receipts from in-house production or from external procurement. This is controlled by the
procurement type and, if applicable, by the special procurement type in the material master.
The procurement type is predefined by the material type in the Customizing for the material master.
The special procurement type defines in-house production or external procurement in more detail.
In scheduling, the system calculates the start and finish dates of the procurement elements for in-house
produced or externally procured materials. When scheduling externally procured materials, the
following dates are taken into account: purchasing department processing time, planned delivery time,
goods receipt processing time.

SAP AG

TAMM10 4.0B

33-4

Planning Result
Planning file
entry

Planning run

Procurement
proposal

MRP lists
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SAP AG

Requirements planning can be carried out for various numbers of materials. The planning run type
controls the scope of the materials to be planned. The planning run type is specified by the field
processing key in the initial screen.
The creation indicator controls the creation of planned orders or purchase requisitions, of schedule lines,
and of MRP lists.

SAP AG

TAMM10 4.0B

33-5

Evaluating the Planning Result

1.

MRP list
(Collective evaluation, individual evaluation)
Planning run
Creation indicator for MRP list: 1 or 2

2.

Planning result with interactive processing options

Only allowed for single-item planning before saving

3.

Current stock/requirements list

(Collective evaluation, individual evaluation)
R

SAP AG

The following evaluations are available for analyzing the planning result:
MRP list
The system creates an MRP list during the planning run depending on the creation indicator. MRP
lists provide the most important work basis for the MRP controller. It displays the future
stock/requirements situation as a result of the planning run. Changes that have occurred after the
execution of the planning run are not included in the MRP list. They are only taken into account in
the subsequent planning run and included in the resulting MRP list. In addition to displaying the
MRP lists, you can also print them.
Current stock/requirement list
The contents of the stock/requirement list correspond to the contents of the MRP list. Each time the
stock/requirements list is called up, the system re-reads the various MRP elements and displays the
most up-to-date situation. As a result, you always see the most recent availability situation for the
material in the stock/requirements list.
Interactive planning is useful for materials which need to be checked thoroughly. With interactive
planning, requirements planning can be carried out and changed several times in simulation mode. You
can check changes as often as necessary in a simulative planning run. All changes are simulative until
you save them and they are stored in the data base as the final planning result.

SAP AG

TAMM10 4.0B

33-6

MRP List and Current Stock/Requirements List

Material master
Inventory
management

Planning run

MRP list

Forecast
Purchasing

Material master
Inventory
management

Calling up the
function

Forecast
Purchasing

Current stock/
requirements
list
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SAP AG

The system creates MRP lists during the planning run depending on the creation indicator. These lists
contain the planning results for the material. The MRP list always displays the future
stock/requirements situation at the time of the last planning run and it also provides a work basis for the
MRP controller. The MRP list is stored in the system until it is either deleted manually or replaced by a
new list from a subsequent planning run.
In the stock/requirements list, the most up-to-date development of stocks and requirements is displayed.
The main difference between the MRP list and the stock/requirements list is that each time the
stock/requirements list is called, the system re-reads the various MRP elements and displays the most
up-to-date situation. As a result, you always see the most recent availability situation for the material in
the stock/requirements list.
The MRP list displays the results of the last planning run. Changes that have occurred between planning
runs are ignored in the MRP list. Contrary to this logic, in the stock/requirements list, all current stock,
receipt, and issue changes are displayed. If you want to compare the MRP list with the
stock/requirements list, you can do this using the compare functions. This means that you can compare
the situation at the time of the last planning run with the current stock/requirement situation.

SAP AG

TAMM10 4.0B

33-7

Layout and Functions of the MRP lists

Variable header
Material inform.
Consumpt. values
...
MRP elements

Material
Plant

1
1000

MRP type

Date
MRP element
03.02.98 STOCK
4529/10
16.02.98 PREQ

VB

Exc. Rec./req.qty

* 01

720

Avail. qty
480
1.200

Exception message
Firming indicator
Short description and
number of an element

MRP element details

Display / change / convert MRP elements
Display exception message
Find exceptions / date
Period totals
Material memo

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Each MRP list is divided into a header and items. In the MRP list header, material data is recorded, for
example, the material number, the plant and MRP parameters. The items, on the other hand, contain
information on the individual MRP elements (planned orders, purchase orders, reservations, sales
orders, and so on).
In the standard system setting, the individual columns for the items include the MRP date, MRP element
data (for example, the short text, the number, the item, and so on), the key to the exception message,
receipts and requirements quantities as well as the available quantity which represents planned
warehouse stock. In addition, you can view the start/release date column and opening date column by
adjusting the width with the mouse. The system displays columns for the production version, supplying
plant, and storage location, if the data exists.
The items can be grouped together into individual segments according to the different planning types.
Therefore, for example, another segment is displayed in the MRP list for storage location MRP for
elements that are affected by the storage location. Net requirements calculation is carried out for each
segment separately.

SAP AG

TAMM10 4.0B

33-8

MRP List: Collective Evaluation

Selection of lists
Plant
MRP controller
Exception groups

1.

2.

Collective display

3.

Individual display
Material 3
Plant
1000

4.

Collective display

Material
1
3
7

Material
1
3
7

Processing indicator
MRP type
. . .

PL

NE
X
X
X

2 3 4 5 6 7 8
1
1
5
15

Processing indicator

PL
X

NE
X
X
X

2 3 4 5 6 7 8
1
1
5
15

SAP AG

If you set the system so that it creates MRP lists for each planning run, there will generally be a large
number of such lists. To select the one particular list you want to work with from the rest, you have the
following possibilities:
Individual display with selection by material number and plant,
Collective display with selection by MRP controller, plant and further selection criteria.
With the collective display, you can select several MRP lists for a plant and an MRP controller. A list of
all the materials which fulfilled your selection criteria now appears. From this overview, you have two
possibilities for displaying the MRP lists:
After selecting an MRP list, you can directly branch into the selected list.
After selecting several MRP lists, you then branch into the first list that you selected. You can
systematically display each of the MRP lists that you selected in the material selection view. After
every selected MRP list has been displayed, you automatically return to the material selection
overview screen.

SAP AG

TAMM10 4.0B

33-9

Exception Messages
Exceptions may indicate the following:
New order proposals created by MRP
Dates in the past (start date, finish date or opening date)
Exception during BOM explosion
Exception during rescheduling
Scheduling

In Customizing, you can make the following settings:

Priority: Determines which exception message is displayed in the MRP list if
several exceptions were created during the planning run for an MRP element.
Creation of an MRP list during the planning run for orders depending on the
exception message.
Various exception messages are grouped together for selection.
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SAP AG

Exception messages depend on the procedure and indicate exceptional situations that have to be
considered (for example, start date in the past, stock level falling below safety stock).
Exception messages occur during the planning run in situations that need to be checked by the MRP
controller. In most cases, manual processing of the planning result is required.
Exception messages are used to control the planning results. The MRP controller is able to select
materials from the planning result that have to be processed manually.
Exception messages refer to an individual MRP element.
In Customizing, you can define
Whether an exception message should be created,
In which priority exception messages are to be displayed if several exception messages were
created during the planning run for an MRP element,
Which exception messages are to be grouped together into an exception group,
Which exception messages lead to the creation of a MRP list if you set the creation indicator
Create MRP list depending on exception messages.

SAP AG

TAMM10 4.0B

33-10

Convert Planned Order

Mat. Planning
St

Collective conversion
Plant
MRP controller
Opening date
Procurement type

Planned order
Planned
Material
Amount/Date
Procurement type
Firming

X Material 1
...
X

Conversion

Production

Purchasing
Purchase
requisition

Production
order

SAP AG

A planned order is an internal document used by the MRP controller which specifies what amount of a a
certain material is needed on which date. A planned order is only used within the company and it is not
binding. The planned order is used to identify how the required material is to be procured.
In general, planned orders are created automatically during a planning run.
For in-house production, the planned order can be converted into a production order. For external
procurement, the planned order can be converted into a purchase requisition.
You have two possibilities to convert the planned orders into purchase requisitions:
Individual conversion
Collective conversion
In collective conversion, you can select specific planned orders which have a start date within the
opening horizon.
The opening horizon is the time available for the MRP controller to convert a planned order into a
purchase requisition or a production order. The horizon key in the material master record controls the
opening horizon.

SAP AG

TAMM10 4.0B

33-11

Planning Result and Evaluation: Summary

Using various functions, it is possible to have

an individual or collective evaluation of the

planning result.
Exception messages indicate particularly
critical situations. Manual processing is
necessary in such cases.
A planned order is an internal order proposal
for both in-house and external procurement.
The planned order has to be converted into a
purchase requisition or a production order at
a later date.
R

SAP AG

SAP AG

TAMM10 4.0B

33-12