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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 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. 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.

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 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 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.

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


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.




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.

Configuration step


Condition type


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.

   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.


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 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.

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