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APO - R/3 Integration in Production Planning

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APO - R/3 Integration in Production Planning
Stechies

Transferring Sales Orders from R/3 to APO

Purpose

If APO is used as a planning system for a product, planning may only be carried out in the APO System. Planning in R/3 and APO will react differently to the same events (e.g. creation of sales order). If planning was carried out in R/3 and APO simultaneously, order proposals would be generated in R/3 as well as APO. These orders would be different. We have no possibility to reconcile the two plans. The product must therefore be excluded from material requirements planning in the R/3 System. Even if planning is carried out in APO, the execution of the plan and especially the creation of sales orders are still performed in the R/3 system (or another OLTP system). It is therefore necessary to transfer data between the R/3 System and the APO System. This process flow describes how to create a sales order in the R/3 System so that corresponding customer requirements are created in the APO System.
This does not necessarly imply, that all materials in APO must not be planned in the R/3-system. If APO is used as an ATP server only, then the materials can and should still be planned in the R/3-system. The same is true if APO is used for detailed scheduling only. Therefore the MRP type in R/3 and the indicators for automatic planning in APO are independent of each other and must be maintained manually.

Process Flow

  • To ensure that customer requirements are created for materials that are not included in planning in the R/3 System, you have to change the settings in Customizing for Sales and Distribution. There are two possible options:

            In the IMG activity 'Define schedule categories', you set the schedule line category CN for No mat.planning and then set the Req./Assembly indicator to enable customer requirements to be transferred. Caution: A disadvantage of this method is that customer requirements are created for all materials that are not planned, not only for those planned in the R/3 System and APO.

            In the IMG activity 'Assign schedule categories', you assign the schedule line category CP (for MRP) to a new MRP type, which you can create for products that are to be planned in APO (in Customizing for MRP, IMG activity Check MRP types) to allow customer requirements to be created.
     
  • Create a material in the R/3 System. Choose a material type that allows the sales of the material, for example, 'FERT' for finished product. Maintain the basic data, sales data, MRP and accountancy views. Note: As a material/product should either be planned in APO or R/3 it is not possible to copy the MRP type from R/3 to APO. This would result in the material being planned in both systems. The indicator for automatic/manual planning must therefore be set manually in the APO system.
     
  • Create or assign an integration model in the R/3 System ensuring that you enter the appropriate material number, plant and that you select Material Master and any other master data you wish to transfer in the Add to Integration Model section of the screen. Note: It is not possible to use the fact that a material is included in an integration model for any decisions in R/3 (for example, not to plan the material in R/3-MRP). The integration model is a very generic tool, which does not define the role of the receiver. The receiver does not have to be a planning tool. It could for example be an APO system which is exclusively used for global ATP. In this case planning would still have to be carried out in R/3.
     
  • Activate the integration model in the R/3 System.
     
  • Check the product in the APO Product Master. Ensure that the Possibly indiv. Cust. Dmnd indicator is selected on the Demand screen of the Product Master. This corresponds to the dependent requirements indicator in R/3. On the PP/DS screen, set the automatic or manual planning indicator for the product and select whether the BOM and routing from the R/3 System or the production process model is to be exploded.
     
  • In the R/3 System, create another integration model to include sales orders (customer orders) by selecting the appropriate indicator in the Add to Integration Model section of the screen.
     
  • Activate this integration model in the R/3 System.
     
  • Create a sales order in the R/3 System for the material.
     
  • Check the sales order has been created correctly in the current stock/requirements list of the R/3 System.
     
  • Check the customer requirements have arrived in the APO System by accessing the planning situation for the product. If you have defined automatic planning for the product in the APO Product Master (PP/DS screen), PP/DS should have created a procurement proposal for the product to cover the customer requirement.

Creating Materials in the R/3 System for Transfer of Sales Orders

Use

If you would like to plan a product in the APO System, the product therefore should not be planned simultaneously in the R/3 System, that is, it should not be included in the planning run. If a material is excluded from the planning, no customer requirements are created for this material. This procedure describes how to make the necessary settings in Customizing so that customer requirements are created and how to create a product in the R/3 System enabling it to be planned in the APO System.

Procedure

  • To exclude a product from planning in R/3 use MRP type 'ND' or 'X0' if available  or define a new MRP type, for example, 'AP' to be used for materials that are to be planned in APO (in Customizing for MRP, IMG activity 'Check MRP types'). For releases lower than 4.6C please apply the changes as described in note #183070 to allow the creation of planned orders for materials with MRP procedure 'N' (No MRP). If R/3 release 4.0 or higher is used, you can make use of MRP procedure 'X', which will have the following effect: the material is not planned in MRP, but if the BOM is changed, then a new BOM explosion is carried out during MRP. This will then update all those components of the order, which are not relevant for APO. The R/3 APO interface allows only a part of all the items in a BOM being APO relevant. All order components, which are missing in the APO order will be added, once the order is transferred to R/3. MRP type 'X0' uses MRP procedure 'X'.
     
  • If all deterministically planned components of a BOM are relevant for APO planning, then it does not matter wether the master material has MRP types 'ND' or 'X0'. Otherwise use MRP type 'X0' if available or customize your own MRP type.
     
  • In R/3 release 3.1 MRP procedure 'X' does not yet exist. The consequence could be, that components, not relevant for APO do not reflect the latest BOM changes. In many cases (Short order life cycle) this will not be a problem. If it is a problem, please consider making additional materials APO relevant.
     
  • There are two possible options for allowing the creation of customer requirements for materials that are not included in the planning run. These are:
           In Customizing for Sales and Distribution, in the IMG activity Define schedule categories (menu path: Sales -> Sales documents -> Schedule lines -> Define schedule categories), set the schedule line category CN for No mat.planning. Set the Req./Assembly indicator to ensure that requirements are transferred. Caution: The disadvantage of this option is that customer requirements are now created for materials that are neither planned in the R/3 System nor the APO System.

            In Customizing for Sales and Distribution, in the IMG activity Assign schedule category (menu path: Sales -> Sales documents -> Schedule lines -> Assign schedule categories), you can define when which schedule line category is to be used. This is dependent on the item category in the sales order and the MRP type. Define a new MRP type, for example, AP to be used for materials that are to be planned in APO (in Customizing for MRP, IMG activity Check MRP types). You then create a new entry in the schedule line assignment table for the required item category and MRP type AP. You can thus use the schedule line category CP (stands for MRP) in order to allow customer requirements to be created.
     
  • Access the Material Master of the R/3 System (Logistics -> Production -> Master Data -> Material Master) and choose Material -> Create (General) -> Immediately. The Create Material - General: Initial Screen appears.
     
  • Enter the material name, industry sector and material type. The material type must allow the sale of the material, for example, the material type 'FERT' for finished product.
     
  • The Select Views dialog box appears in which you must select the data you would like to maintain. Select the basic data, sales data (organization and general/plant data), the MRP data and the accounting view. You may maintain additional views, if required.
     
  • The Organizational Level dialog box now appears. Enter the plant, the sales organization and the distribution channel.
     
  • You can now maintain the basic data. Enter the base unit of measure and a short description for the material.
     
  • On the Sales: Sales Organization Data screen, enter the delivering plant and the tax classifications and choose Conditions. The Create Price Conditions screen appears in which you maintain the sales prices for the material in addition to a validity period.
     
  • On the Sales: General/Plant Data screen, enter a transportation group and loading group.
     
  • As you would like to plan the material in the APO System, on the first MRP screen enter the MRP type ND for No MRP or MRP type AP if you have created a new MRP type for APO products (see step 1). On the second MRP screen, enter the appropriate strategy group, for example, 20 for make-to-order production.
     
  • Finally, enter the price of your material on the Accounting view. Save your entries.

Maintaining the Integration Model for Make-to- Order Production

Use

The integration model controls which data is transferred from the R/3 System to the APO System. This procedure describes how to maintain the integration model in the case of make-to- order production.

Prerequisites

  • You have made the necessary settings in Customizing for Sales and Distribution in the R/3 System to allow the creation of customer requirements for materials excluded from planning.
     
  • You have created a material in the R/3 System and transferred the master data to the APO System using an integration model. You have completed the master data in the APO System, for example, you have set automatic or manual planning and whether the BOM and routing from R/3 or the production process model is to be exploded in the PP/DS screen. For more information, see Preparing for the Integration of the R/3 System and APO.
     
  • You have set the Possibly indiv. Cust. Dmnd indicator on the Demand screen of the APO Product Master.

Procedure

  • In the R/3 System, start transaction CIF. The menu of the APO core interface appears.
     
  • To create an integration model, choose Integration -> model -> Generate ->  General.
     
  • Enter a model name, an application and a target system. The target system is, for example, APOCLNT000 if the data is to be transferred to the APO System, client 000. By entering the application, you do not affect the data transfer. The application helps to distinguish between different integration models.
     
  • In the section of the screen entitled Add to Integration Model, select the objects that you would like to transfer. In this case, select at least sales orders (customer orders).
     
  • In the section of the screen entitled Relevant Materials, you enter the material number of the material to be transferred and the plant number. By choosing Multiple selection, you can enter several materials in the integration model.
     
  • To further limit the selection criteria that you made in the Relevant Materials, you can enter data in the sections entitled Purchase Order/Req. or Customer Order.
     
  • Once you have entered all materials you would like to transfer, choose Execute and then choose Save on the screen that follows.
     
  • The integration model must now be activated. To do this, choose Integration model -> Activate from the menu of the APO core interface in the R/3 System.

Creating Sales Orders in the R/3 System for APO Integration

Prerequisites

  • You have made the necessary settings in Customizing for Sales and Distribution in the R/3 System to allow the creation of customer requirements for materials excluded from planning.
     
  • You have created a material in the R/3 System and have excluded the material from planning in the R/3 System via the MRP type.
     
  • You have created an integration model in the R/3 System, entered the appropriate master data, including material and plant. You have subsequently activated the integration model.
     
  • You have completed the master data for the product in the APO Product Master. For more information, see Preparing for the Integration of the R/3 System and APO. You have set the Possibly indiv. Cust. Dmnd indicator on the Demand screen of the APO Product Master.
     
  • You have created another integration model in the R/3 System and have selected that sales orders (customer orders) are to be transferred. You have subsequently activated the integration model.

Procedure

  • Create a sales order in the R/3 System by choosing: Logistics -> Sales/distribution -> Sales -> Order -> Create. The Create Sales Order: Initial Screen appears.
     
  • Enter the order type for a standard order. Enter the sales organization and distribution channel that you maintained for the material in the Material Master. Choose Enter.
     
  • The Create Standard Order: Overview - Single-Line Entry screen appears. On this screen, enter the Sold-to party. The sold-to party must be compatible with the sales organization.
     
  • Enter a purchase order number.
     
  • The current date is suggested as the required delivery date. You can change this date, if required.
     
  • Enter the material and the order quantity.
     
  • Choose Save. If a dialog box appears which states that 'The document is still incomplete', choose Save to continue.
     
  • In the current stock/requirements list of the R/3 System, check whether the sales order has been created correctly.
     
  • In the Planning Situation for Product screen, you can check whether the sales order has been received in the APO System. If you have defined automatic planning for the product in the APO Product Master (PP/DS screen), PP/DS should have created a procurement proposal for the product to cover the customer requirement.


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