Rule Base Planning in CTM with Inclusive and Exclusive Strategy
Scenario 1: Inclusive strategy
The following configurations are performed to enable RBA in CTM.
1.1 Define the condition table
1.2 Define Access Sequence:
1.4 Maintain Rule Strategy
1.5Maintain the rule strategy Sequence
1.6 Assign Rule Strategy or Rule Strategy Sequence
1.7 Make Settings for Rules-Based Planning
Master data Set Up
1.1Product Substitution Procedure
1.4. Rule control maintenance
The rule control key has the processing sequence of the substitution procedure. The access strategy for product and
location is defined with the type “Work forward from input”; this control the one directional substitution for example product A will be substituted with B
but not in the other way.
Link the condition type and the rule in this step through the transaction /SAPCND/AO11 – Create Rule Determination
CTM Profile Maintenance
CTM profile is maintained with the rule option and find and use according to the demand type
Demand and supply situation
The product AB100 has the demand of 1000 at the location 1000. The available supply is listed below.
The demand for AB100 at location 100 will be fulfilled from the supply from 1001, and from supply of the product BC100 from 1002 and 1003.
The demand is fulfilled through substitution orders, all the available supply listed in the above table have been utilized.
Demand fulfilled with Substitution orders
Scenario 2: Exclusive strategy
In this scenario location 1003 will be excluded from the substitution list, in business this sort of condition will arise due to change in business strategy. The configuration and master data setup to exclude the particular location from the substitution list for the product AB100 will be explained below.
The new condition type will be created for exclusion logic and the same access sequence used in the previous scenario will be assigned.
The new rule strategy will be created with the rule type “Exclusive” with the option to exclude only substitution location assigned in the Effort of locations exclusion. The new condition type created in the previous step is assigned to this rule strategy.
Maintain the rule strategy Sequence
The new exclusive Rule strategy will be assigned as the additional sequence to the scenario1 rule strategy sequence key.
Master data Maintenance
Integrated Rule Maintenance
1.1 Location substitution procedure
Create the location substitution procedure with the type “3”
1.2 Rule Maintenance
Create the rule with the type inclusive and select the location as the entity for the substitution and assign the location substitution procedure created in the previous step.
2. Create the rule determination
Create the rule determination for the exclusion condition type “EXCL” created as part of the configuration.
Demand and supply situation
The product AB100 has the demand of 1000 at the location 1000. The available supply is listed below
The supply of the product BC100 at the location 1003 will be ignored for demand fulfilment.
The demand is partially fulfilled and the demand is fulfilled through substitution orders, by ignoring the supply of 1003.