1/27/2021 Using two planning strategies for the same material

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Using two planning strategies for the

same material
Tags: sales_order | erp | sales | consumption | order | planning_strategy

In some cases it is necessary to use two different planning strategies for the same material. For example,
a material can be planned using a make-to-stock strategy, however, in some specific cases, it should be
treated as make-to-order.

It is possible to create a strategy group with both strategies and, during the sales order creation, choose
the requirement type related to the desired strategy.

This document provides an quick configuration guide for this scenario.

1 - On the customizing transaction OPPT, you should create your own strategy group, choosing the
desired strategies. In this exaple, strategy 40 (make-to-stock) has been defined as the main strategy and
20 (make-to-order) is the alternative strategy:

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1/27/2021 Using two planning strategies for the same material

2 - After that, the strategy group must be assigned to the material material master on tab MRP3:

4 - On the customizing transaction OVZI, make sure that the requirement type is determined according to
the planning strategy.

3 - During the sales order creation, go to tab 'Procurement' and check the field 'Requirement type'

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1/27/2021 Using two planning strategies for the same material

4 - The default value is the requirement type related to the main strategy defined on the strategy group.
Checking the F4 help, it will be possible to choose another requirement types, related to other strategies from

20 replies
the strategy group.

5 - It is possible to check which requirement type is related to each strategy on the customizing
transaction OPPS.

One last detail that must be considered before the implementation of this scenario. Here, we have used
(https://people.sap.com/anupam.sharma2)
one MTS strategy and a pure MTO strategy (without PIR reduction). However, If two very different
Anupam Sharma (https://people.sap.com/anupam.sharma2)replied January 23, 2014 at 05:13 AM
planning strategies which require PIR reduction are used, you may observe problems on the PIR
reduction. The following note provides a detailed explanation of this restriction:
Hi Caetano,
318050 (https://service.sap.com/sap/support/notes/318050) Tip:Reductn of plnd ind.reqmts for sevrl strategies
Thanks for sharing knowledge.

Regards, (https://people.sap.com/caetano.almeida)
Anupam Sharma
Caetano Almeida (https://people.sap.com/caetano.almeida)
0 September 15, 2015 at 00:51 AM
15 Likes

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Caetano Almeida (https://people.sap.com/caetano.almeida)replied January 23, 2014 at 11:07 AM

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1/27/2021 Using two planning strategies for the same material

Thanks for the feedback Anupam!

Former Member replied January 29, 2014 at 04:56 AM

hi,

this are the basic,requires more elaboration on the topics,as the members wish to
have detailed info regarding how such two strategies works,which scenario such
situation will be helpful,effects of such combinations and cross combinations of the
other strategies.

Regards,

Devendra

Former Member replied April 07, 2014 at 22:20 PM

OK, so if SAP determines which strategy to use based in the Req. Cust.

What will happen if 2 Strategies have the same Req. Cust.? (e.g. 10 & 11).

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Caetano Almeida (https://people.sap.com/caetano.almeida)replied April 08, 2014 at 00:13 AM

Hello

Sales orders are not relevant for strategies 10 and 11, therefore, both sales order will
use the same requirement type KSL.

BR

Caetano

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1/27/2021 Using two planning strategies for the same material

Former Member replied April 18, 2014 at 11:16 AM

Nice document!!

(https://people.sap.com/caetano.almeida)

Caetano Almeida (https://people.sap.com/caetano.almeida)replied April 22, 2014 at 01:40 AM

Hi Arun

Thanks for the feedback!

BR

Caetano

Former Member replied April 29, 2014 at 13:46 PM

Nice one

Former Member replied January 08, 2015 at 14:02 PM

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1/27/2021 Using two planning strategies for the same material

Hi Caetano,

It´s nice blog, congratulation.

Actually I need a little advice from you.

I have a requirement from customer that they want to work with both strategy for the
same material as you described, but they don't want to set manually in the sales order
the alternative strategy.

The requirement is: The sales order have 10 kg of a material. The system will check
for instance that the company has only 7k. In this case, the system automatically will
order 3kg MTO at the procurement tab.

Have you seen it before ? Is this is possible ?

Thanks a lot

Ruy

(https://people.sap.com/caetano.almeida)

Caetano Almeida (https://people.sap.com/caetano.almeida)replied January 08, 2015 at 16:29 PM

Hello Ruy

As far as I know, this is not possible.

Generally, when customers need to trigger procurement if the PIRs do no cover the
sales order requirement, they use strategy 40, however, this is not a MTO strategy and
there is no assignment to sales order special stock.

BR
Caetano

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Mohd Tallha Sonalkar (https://people.sap.com/mohdtallha.sonalkar)replied

May 04, 2015 at 14:54 PM

Excellent Document

Would appreciate , if it can be elaborated for other mix

strategies , How to use it

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1/27/2021 Using two planning strategies for the same material

Regard's

Tallha

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Caetano Almeida (https://people.sap.com/caetano.almeida)replied May 04, 2015 at 14:56 PM

Hello Tallha

The logic is the same, just add the strategy to the strategy gorup and choose the
proper requirement type on the sales order.

BR
Caetano

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Ritesh Dube (https://people.sap.com/ritesh.dube)replied

September 15, 2015 at 05:46 AM

@Caetano Almeida,
(https://people.sap.com/caetano.almeida)

Nice document, Keep sharing your infinite knowledge with

forum.

Thanks

Ritesh

Former Member replied September 20, 2015 at 06:05 AM

Hi,
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1/27/2021 Using two planning strategies for the same material

Nice Document....

Thanks and regards,

Pravin Ujwalkar

Former Member replied September 21, 2015 at 13:22 PM

Hi Caetano,

Very nice this document.

Thanks for sharing.

Regards,

Marcos

(https://people.sap.com/p.t27)
Pratik Tandel (https://people.sap.com/p.t27)replied

October 03, 2015 at 08:17 AM

Hi Caetano,

Very useful document,

Thank you for sharing,

Regards,

Pratik.

(https://people.sap.com/sa1)
Shoyeb Ahamad (https://people.sap.com/sa1)replied

April 17, 2016 at 14:57 PM

Hi Caetano,
https://archive.sap.com/documents/docs/DOC-51469 8/10
1/27/2021 Using two planning strategies for the same material

Thank you for sharing a document.

I have a scenario where there is a multi-level BOM out of which

top 3 materials are Planned materials say A, B and C.

A is at the highest level of BOM, B is the next level and C is the

3rd level in the BOM followed by other SFGs and Raw
materials.

Where A is planned as MTO, B is planned as MTS with stock

consideration and C is planned as MTS without considering
stock. The requirement is we want to do Simulative Planning
and also Operative Planning. What Strategy group or group mix
would you suggest?

Regards,

Shoyeb

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Caetano Almeida (https://people.sap.com/caetano.almeida)replied April 17, 2016 at 20:48 PM

Hello

Can you please open a new thread with your question?

BR
Caetano

Former Member replied May 06, 2016 at 08:51 AM

Really interesting post.

Thanks Caetano

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1/27/2021 Using two planning strategies for the same material

Former Member replied May 14, 2016 at 01:27 AM

It is what I was searching for!

It's nice when it comes by a standard solution!

Thanks!

Marcio

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