Configuring Stock Determination

Objective

After completing this lesson, you will be able to configure and test stock determination in inventory management

Principles of Stock Determination

With stock determination, you can use strategies based on the specified Customizing settings for material withdrawal of GIs and stock transfers. Based on the created material demand, the systems determine the sequence of the storage locations and stocks from which the desired material is to be withdrawn.

You can use stock determination in various application components, such as inventory management, sales and distribution, and shipping.

This lesson introduces stock determination as used in inventory management. The settings listed in this lesson are valid for the other applications; however, the rule assignments for stock determination are different in the individual applications. For more information, go to Customizing for Stock Determination under Assign Stock Determination Rules in the applications.

Calling Stock Determination

Settings for Stock Determination — Fundamentals

Examples of the different combinations of stock determination group and stock determination rule.

MaterialApplication 1

(Stock Determination Rule IM1)

Application 2

(Stock Determination Rule PP2)

Material A (Stock determination group 0001)Strategy (0001/IM1)Strategy (0001/PP2)
Material B (Stock determination group 0002)Strategy (0002/IM1)Strategy (0002/PP2)

The system can determine different stock determination strategies for the same material in different applications as various stock determination rules are assigned to the applications. However, it is also possible that different strategies are determined for the same business operation for various materials by assigning different stock determination groups to the materials.

Customizing Settings for Stock Determination Strategies

If you open the IMG-Activity Define Strategies for Stock Determination in Customizing under Materials ManagementInventory Management and Physical InventoryStock Determination, the left screen area displays a dialog structure with the individual steps for processing.

The configuration of a new stock determination strategy consists of the following steps:

  • Definition of a plant-dependent stock determination group (key and text).

  • Definition of a stock determination rule (key and text).

  • Definition of a stock determination strategy for the combination of the plant, stock determination rule, and stock determination group. This is done using the stock determination header table.

    Fine tuning of the settings can be done in the detail view of the header table and in the relevant item table.

Customizing: Stock Determination Strategy – Item Table

Customizing: Stock Determination Strategy – Header Table

Under Other settings, you can see the following checkboxes and fields:

  • Warehouse Management (WM) processing:

    You can determine the interaction between stock determination and warehouse management.

  • Stock determination online:

    You can determine whether the stock determination takes place in the background or online. The online function is particularly useful during the test phase of stock determination.

  • Pipeline withdrawal:

    You can define that the replenishment of the remaining quantities with a pipeline withdrawal is allowed if there are missing quantities. This is possible only for materials for which pipeline withdrawal by way of the material type is allowed and where a pipeline info record exists.

  • User exit for item table:

    You must maintain this checkbox if you want to use the user exit EXIT_SAPLMDBF_002 for the item table. 

Define and Test New Stock Determination Strategies