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Rule Base Planning In CTM with Exlusive
Strategy
Rule Base Planning in CTM with Inclusive and
Exclusive Strategy

The documents explain the configuration and master data setup to enable Rule Base planning in CTM planning
engine, with inclusive and exclusive strategy
Scenario 1: Inclusive strategy
The product AB100 will be substituted by product BC100 and the location 1000 will be substituted by 1001,
1002 and 1003.
Configuration Steps
The following configurations are performed to enable RBA in CTM.
1.1 Define the condition table
The condition table contains the list of fields, which will be used to define the individual condition record.
Configuration path: SPRO -> Advanced planning and optimization -> Global ATP ->Rule Base Availability
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check -> Define Condition Table Condition table 106 have plant and product as the condition records.

1.2 Define Access Sequence:
List the sequence of the condition records will be evaluated to determine the
rule. In this scenario location and product substitution sequence is defined.

1.3 Maintain the condition Type: Condition type is defined to determine the rule in CTM Planning.
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The condition type will be used in further configuration to determine the rule type and access
sequence.

1.4 Maintain Rule Strategy
Rule strategy contains the condition type and its sequence to evaluate the rule with the rule strategy type. The
strategy type may be Inclusive or Exclusive.In this scenario the rule type is defined as Inclusive.
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1.5Maintain the rule strategy Sequence
Defines the sequence in which the system evaluates these rule strategies. There is only one rule is defined in
this scenario
step.

1.6 Assign Rule Strategy or Rule Strategy Sequence
The activation parameters like Technical Transaction, Business transaction and Activation type will be
assigned to rule strategy or sequence.
1.7 Make Settings for Rules-Based Planning
This configuration will be done in the CTM configuration section. The combination of activation
parameters is defined for CTM Rule Base planning, the combination of the activation
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parameters determine the rule strategy sequence is defined as per the previous configuration
step.
Master data Set Up
Integrated Rule Maintenance: The following steps to be defined in the rule maintenance The master data
will be set to substitute the product AB100 with BC100 and location 1000 can be substituted with 1001, 1002,
and 1003.

1.1Product Substitution Procedure
The list of products can be substituted is defined in this step, in this example scenario product AB100
will be substituted by BC100. The procedure will be defined with the Type 1-Network (No Restrictions
Defined)
1.2. Location Substitution Procedure The list of location can be substituted is defined
in this step, in this example scenario location 1000 will be substituted by1001, 1002, and
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1003.
1.3. Rule Maintenance The rule is defined with product and location determination
procedure with the rule type. In this scenario rule type is defined as Inclusive and
location determination and product substitution procedure are assigned in this
step.
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.
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2.Create Rule determination:

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
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Planning Result

Demand and supply situation

The product AB100 has the demand of 1000 at the location 1000. The available supply is listed below.

Expected Result

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.

Result

The demand is fulfilled through substitution orders, all the available supply listed in the above table have been
utilized.
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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.

Configuration step

Condition type

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The new condition type will be created for exclusion logic and the same access sequence used in the previous
scenario will be assigned.
Rule strategy
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.
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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.
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2. Create the rule determination

Create the rule determination for the exclusion condition type EXCL created as part of the
configuration.


Planning Result

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Demand and supply situation

The product AB100 has the demand of 1000 at the location 1000. The available supply is listed below



Expected Result

The supply of the product BC100 at the location 1003 will be ignored for demand fulfilment.


Result

The demand is partially fulfilled and the demand is fulfilled through substitution orders, by ignoring the supply of
1003.
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