Capable to Promise: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for using the capable-to-promise (CTP) functionality.
Implementation Checklist
We recommend that before you initially run the calculation of projected dates for sales orders, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist. You can perform the instructions similar to those described in Capable to Promise: Implementation Activity to configure the system.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) | The Advanced Planning and Scheduling feature has been enabled. |
| Numbering Sequences (CS201000) | The numbering sequence has been created for the CTP-related
planning orders to be created by the CTP process. Tip: We
recommend that you create a separate numbering sequence for
these planning to distinguish them from the planning orders
unrelated to CTP. |
| Production Order Types (AM201100) | The production order type has been created for the CTP-related
planning orders, and the following recommended settings have been
specified:
Tip: We recommend that you create a separate order
type for all CTP-related planning orders. |
| Production Preferences (AM102000) | The order type for the CTP-related planning orders has been specified in the Capable to Promise Order Type box in the Data Entry Settings section of the General Settings tab. |
| Stock Items (IN202500) | The CTP Item check box has been selected on the Manufacturing tab (General section) for all stock items for which you want to calculate projected dates. |
| Order Types (SO201000) | The Allow Production Orders - Approved and Allow Production Orders - Hold check boxes have been selected in the Manufacturing Settings section of the General tab for the sales order type for which projected dates should be calculated. |
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you calculate the projected dates for items in sales order by performing instructions similar to those described in Capable to Promise: Process Activity.