Capacity Leveling in SAP – Tutorial material

Capacity leveling is used in various areas of a company and at different planning levels with the following objectives:

• High capacity load
• Adherence to dates
• Short lead times
• Low stocks

The objectives of capacity leveling include:

• Leveling overloads and underloads at work centers
• Achieving optimum commitment of machines and production lines
• Selection of appropriate resources

You can carry out capacity leveling in the SAP System in the following application areas: Sales and Distribution (SD), Production Planning and Control (PP), Plant Maintenance (PM) and the Project System (PS).

Contents of this Capacity Leveling in SAP – Tutorial material

Capacity Leveling (PP-CRP-LVL) …………….7
Functions in Capacity Leveling ……. 11
Dispatching Operations ….. 12
Date Determination in Dispatching and Rescheduling …… 13
Defining the Dispatching Sequence…………….. 16
Planning Taking Account of the Sequence…… 17
Carrying out Checks for Dates and Work Centers…………. 20
Finite Scheduling……… 21
Midpoint Scheduling….. 22
Scheduling Dispatched Activities in the Network…………… 24
Display Strategy, Changing………… 25
Use Operation and Order Floats for Dispatching…………… 26
Insert Operation ……….. 27
Taking the Whole Capacity Load into Account 28
Dispatch at Earliest Point in Time .. 29
Planning in Non-Work Periods ……. 30
Fixing Time Periods ….. 31
Dispatching with Automatic Change of Planning Direction 32
Rescheduling Planned Orders Taking Production Versions into Account…………. 33
Automatic Dispatching of Planned Orders Taking Production Versions into Account…………. 34
Changing Production Versions of Planned Orders ………… 36
Displaying Information on the Capacity Commitment …………. 37
Splitting and Allocating …… 38
Planning Tables………….. 40
Capacity Planning Table … 41
Working with the Capacity Planning Table …… 43
Selecting Objects …. 44
Selecting or Highlighting Ops. Belonging Together…… 45
Defining How Operations Belong Together 46
Changing Size of Planning Table …………… 47
Changing the Relative Sizes of Screen Sections ……… 48
Changing the Sort Sequence…. 49
Changing Increment for Time Display …….. 50
Changing Time Scale……………. 51
Positioning on the Time Scale .. 52
Inserting Date Markers………….. 53
Displaying the Shift Calendar…. 54
Hiding Non-work Periods ………. 55
Zooming 56
Hiding and Showing the Time-Now Line….. 57
Functions in the Capacity Planning Table…….. 58
Displaying Objects (order, work center…)… 59
Creating an Order … 60
Changing an Order . 61
Planning Capacity Requirements …………… 62
Dispatching Operations Manually …………… 63
Manually Dispatch, Deallocate and Reschedule Operation Groups…………….. 64
Dispatching Operations Automatically …….. 65
Rescheduling Operations………. 66
Deallocating Operations………… 67
Splitting and Allocating Capacity Requirements……….. 68
Changing Capacity Requirements ………….. 69
Changing the Available Capacity……………. 70
Printing. 71
Displaying Multiple Commitments…………… 72
Displaying Profiles .. 73
Displaying Logs……. 74
Saving Planning …… 75
Planning to Period Split…………. 76
Consider Setup Time When Dispatching…. 77
Changing the Standard Value for Setup Manually .. 78
Adjust the setup time automatically ……. 79
Setup time optimization ……. 81
Dispatching at the Best Time for Setup . 83
Setup matrix……. 85
Setup Group Category and Setup Group Key……… 87
Displaying Material Stock Curves …………… 88
Material Availability Check (ATP) on the Capacity Planning Table 89
Planning Table (tabular form)………….. 90
Functions in the Planning Table (tabular form) 92
Dispatching Requirements…….. 93
Deallocating Requirements……. 94
Splitting Requirements………….. 95
Consider Setup Time When Dispatching…. 96
Changing the Standard Value for Setup Manually .. 97
Adjust the setup time automatically ……. 98
Setup time optimization ….. 100
Dispatching at the Best Time for Setup …………….. 102
Setup matrix….. 104
Setup Group Category and Setup Group Key……. 106
Changing/Displaying Data for Operation, Order or Capacity…….. 107
Maintaining Sequence Numbers…………… 108
Displaying Profiles 109
Further Display Functionality .. 110
Changing View in the Capacity Planning Table (tabular view) ….. 112
Creating an Order . 113
Changing an Order …………….. 114
Displaying Logs….. 115
Saving Planning …. 116
Executing Capacity Leveling/Planning Table Modes ………… 117
Capacity Availability Check………… 118
Checks in the Capacity Availability Check ………. 121
Finite Scheduling in the Availability Check………. 123
Considering the Backlog . 127
Determination of Basic Load …………. 128
Determination of Basic Load (Report RCCYLOAD)……… 130
Checking the Capacity Availability Online……….. 132
Overall Profile for the Capacity Availability Check ……………. 136
Mass Processing ……….. 139
Defining Parameters for Mass Processing………. 141
Saving Parameters for Mass Processing ………… 142
Starting or Scheduling Mass Processing ………… 143
Calling up the Log for Mass Processing………….. 145
Create, Change Variant for Mass Processing Report……….. 146
Event-Driven Mass Processing ……… 148
User Exits…. 149
Settings and Profiles for Capacity Leveling … 151
Overall Profile 152
Control Profile………… 154
Selection Profile ……… 156
Time Profile ……………. 157
Changing the Time Profile on the Initial Screen of Capacity Leveling…………….. 158
Evaluation Profile ……. 159
Strategy Profile……….. 160
Period Profile…………. 165
Profile for the Planning Table (tabular form).. 166
Profile for Capacity Planning Table……………. 167
List profile 169
Set ……….. 170
Field Selection……….. 171
Check Report for Analyzing the Overall Profile for Capacity Leveling…. 172
Examples of General Settings……….. 173

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