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Availability Check and Transfer of Requirements

Depending on the system configuration, the SAP System can check availability for every item in a sales
document or delivery. Furthermore, it creates MRP records and passes them on to materials planning.
The availbility check is carried out at plant level.

Control elements in Customizing


In addition to other settings, the following control elements are of particular signifiance in SD-Customizing:

In general, the requirements class determines the requirements classes for which the availability
check and/or transfer of requirements should be carried out. The global settings at requirements
class level can be differentiated at schedule line level.

The checking group determines the standard replenishment lead time and (together with the MRP
group) the type of requirement records (e.g. individual records, summarized records per day) to be
created.

Checking rule
The checking rule determines the scope of the availability check and whether or not the
replenishment lead time should be taken into account.

The MRP groups are defined in materials planning in PP Customizing.

The system uses the MRP group to determine the relevant requirements type for a transaction. The
requirements type defines whether the transfer of requirements or availability check should be
carried out for the respective transaction. The MRP groups must be defined in collaboration with
SD.

In Release 3.0, you can enter the strategy group directly into the material master record. It is
usually determined using the MRP group.

Note
The control of the check's scope and the type of requirements records are interdependent.

Specifications in the material master record


You make two particularly significant specifications in the material master record for the availability check
and transfer of requirements:

Checking group (material master record: Sales/plant data or MRP 2): basically defines whether the
availability check should be carried out for a particular material and the type of requirements record
to be created.

MRP group (material master record: MRP 1): the system uses this group to determine the
requirements type relevant for a transaction.

Strategy group: is an alternative to determining requirements using the MRP group. You can
maintain this group directly in the material master record.

The following further control elements in the material master record can also influence the result of the
availability check:

Planned delivery (MRP 1)

GR processing time (MRP 1)

Total replenishment lead time (MRP 2)

Further possibilities for controlling the availability check and transfer of requirements
The availability check and transfer of requirements can in principle be controlled independently of one
another.
When you create a sales document, the transfer of requirements and availability check can be carried out
independently. The way in which these are controlled is dependent on th requirements class and schedule
line category.
When you create a delivery, the availability check can only be carried out in combination with the transfer of
requirements. Requirements, however, can be transferred without the availability check being carried out.
These control elements apply to sales documents and deliveries alike. The procedure and scope of the
check can, however, be controlled separately for sales documents and deliveries, so that a different type of
availability check is carried out in delivery processing as in sales order processing, for example. In sales
documents, you can block order quantity confirmation (for certain delivery blocks), for instance.

Further literature
1. For a detailed description of the availability check and transfer of requirements from the point of
view of the user, see the SD Sales and SD Shipping manuals.
2. The PP Master Planning/MRP Guide describes the determination of the requirements type.
3. For further information on the MRP group, see IMG step "Planning strategy" for materials
planning. The MRP groups are configured under the menu option " Master data" in materials
planning in Production. Requirements type determination is also to be found here