Include inventory status in ATP calculation

In This Topic

Overview

You can now extend the available-to-promise (ATP) calculation by including the Inventory status dimension. With this enhancement, ATP checks no longer consider only the site and warehouse but also take the inventory status into account.

This capability allows you to manage multiple non-blocked inventory statuses and allocate stock for specific reservations, such as customer contracts, spare parts, or strategic stock commitments.

Business Value

Including inventory status in ATP helps you:

Reserve specific portions of inventory for targeted purposes.
Improve precision in ATP calculations.
Support more advanced inventory allocation scenarios.

For example, you can maintain separate available quantities for general use and for dedicated reservations without blocking the inventory entirely.

Default behaviour of ATP calculation

By default, ATP calculates available quantities based on:

Site and/or warehouse
Inventory status, provided the status is not blocked

Note

To check availability per warehouse, ensure the Primary stocking option is enabled in the storage dimension group.
Path: Product information management > Setup > Dimension and variant groups > Storage dimension groups

Inventory statuses flagged as blocked are excluded from ATP calculations. You can configure these statuses here in Warehouse management > Setup > Inventory > Inventory statuses.

By default:

Unblocked statuses are included in ATP.
Blocked statuses are excluded.

Solution

With this enhancement, ATP also incorporates the inventory status dimension for unblocked statuses. For example, you can define:

Available – general usable inventory
Reserved – inventory set aside for specific contracts

When you create a sales order line with an inventory status of Reserved, ATP calculates availability only for inventory assigned this status.

Example

Create three inventory statuses (Warehouse management > Setup > Inventory > Inventory statuses)
Create stock for each inventory status
Create a sales order and add an item with:
- sales quantity of 100
- inventory status available
- requested date of today
- delivery date control ATP with time fence of 5 days
When Activate inventory status on ATP calculation is disabled the delivery date will not change as there is enough stock (100+25). The 30 with status block are not taken into account they are not available at all. Open the ATP Information form via the menu item group Product and supply >ATP Information
When Activate inventory status on ATP calculation is Enabled, the delivery date on the order will be set to the end of the time fence as now it wil only look at the stock with inventory status available. Open the ATP Information form via the menu item group Product and supply >ATP Information and notice the inventory status has become visible in this form:

Note

The ATP overview screen can also be opened from the released products form on the Sell tab

Setup

To activate inventory status in ATP calculations:

Navigate to:
System administration > Setup > License configuration and enable the configuration key HSO Available to promise
Navigate to:
Accounts receivable > Setup > Accounts receivable parameters
On the Shipments tab, expand the Delivery control FastTab
Enable the following parameter:

Field	Description
Activate inventory status on ATP calculation	ATP should calculate the Requested ship date and related to this the Requested receipt date based on stock available per site, warehouse and inventory status.

Once this parameter is enabled:

ATP considers site, warehouse, and inventory status for all sales orders and quotations.

Delivery dates are calculated based on the stock available per inventory status.

If you deactivate this field:

ATP reverts to the default calculation based only on site and warehouse.

Inventory status is not used in delivery date determination.