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Lesson 5 of 5

Testing capacity results

10 min

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Capacity planning produces numbers and dates, not documents, so it is easy to "test" by looking at a chart and nodding. Good capacity tests calculate the expected load before running the tool, then compare. They also prove the behaviors that change daily work: overload detection, finite dispatching, firming after dispatch, and the load reduction from confirmations and TECO.

  1. PrepareKnown capacity on ASSY-10 (for example 25.5 h/day) and a known set of test orders in CMQ
  2. ExpectCalculate load per day by hand from standard values and quantities
  3. EvaluateManage Work Center Capacity: record load, first overload and pegged orders
  4. LevelDispatch with an agreed planning strategy; record new dates and statuses
  5. Re-evaluateLoad after leveling compared with expectation; screenshots plus order data
A capacity test from setup to evidence.
The Sign-Off Table · thesignofftable.com/academy/sap-pp-206

Test cases

CaseWhat to proveEvidence
Available capacityShifts, breaks, utilization and individual capacities give the expected hours per dayCapacity header and the app's available capacity for a sample week
RequirementsAn order's load equals setup + quantity × time per pieceHand calculation vs pegged requirement
Overload detectionA planned overload shows in the overload band at the agreed thresholdOverview: max load, first overload date
Finite dispatchDispatch moves operations into free capacity in the planning directionOrder dates before/after; status DSPT; load after
FirmingMRP does not move dispatched planned ordersPlanned order before/after an MRP run
Load reductionConfirmation and TECO reduce or remove requirementsLoad before and after the confirmation and TECO
DeallocateDeallocating returns the operation to not dispatchedStatus and load after deallocation

A capacity regression set.

An illustrative hand calculation written before the test: two orders on the same Monday put ASSY-10 over its 25.5 hours.
The Sign-Off Table · thesignofftable.com/academy/sap-pp-206

Capacity results depend on time, which makes them fragile in test systems. Load is calculated against today's date, so a test that passed in March may show everything as backlog in April. Write test data with relative dates (start next Monday), and record the system date with each result. If the test client is refreshed or mocks are rerun, recreate orders rather than reuse old ones.

Include authorizations in the test. Dispatching firms orders and changes dates that production and sales rely on, so not every user should be able to do it. Test that a planner for Detroit can dispatch on Detroit work centers, and that a user without the planner role cannot. That is a negative test, and it belongs in the same pack as the functional ones.

Dispatching changes dates others rely on, so the test proves both sides: the Detroit planner can dispatch, a user without the role can't.
The Sign-Off Table · thesignofftable.com/academy/sap-pp-206
  1. Mock 1Master data checkCapacity headers and standard values compared with ECC for critical work centers
  2. Mock 2Functional testsEvaluation and leveling cases run in CMQ with Fiori apps
  3. Dress rehearsalPlanner walkthroughPlanners level a real week of converted orders
  4. Go-live weekProduction checkLoad on ASSY-10 compared with the plan agreed before cutover
Capacity testing across Contoso's conversion timeline.
The Sign-Off Table · thesignofftable.com/academy/sap-pp-206

In a conversion, two extra risks apply. First, planners who used the classic planning tables in ECC must be trained and tested on the Fiori apps, because the classic tables are not the target. Second, open orders converted from ECC carry their capacity requirements over; the first evaluation in S/4HANA should match the last one in ECC for the same horizon, or something was lost or duplicated.

What would you do?

A capacity test passed last month. Today the same test shows every order as backlog. Nothing was changed in configuration. What is the most likely explanation?

Defect seen in Contoso's capacity testsRoot causeFixed by
Every operation on TEST-10 shows as overloadCapacity category not marked relevant for finite schedulingWork center capacity settings
Dispatch places work on a SaturdayInterval with a weekend shift left over from an ECC peak seasonRemove the interval; retest
Load twice as high as the hand calculationStandard values in minutes read as hours by a converted formulaFormula and standard value key corrected
Planner cannot dispatch on WIND-10Role restricted to MRP controller 101 onlyRole extended to WIND-10 for the component planner (102)

Capacity defects from Contoso's test cycles: almost all are master data or role findings.

Key points
  • Calculate expected capacity and load by hand before running the tools.
  • Test overload detection, finite dispatch, firming, deallocation and load reduction.
  • Use relative dates and record the system date; capacity results depend on time.
  • In a conversion, compare ECC and S/4HANA load for the same horizon and retrain planners.

Check your understanding · not graded

Lesson check

  1. 1. Why calculate the expected load by hand before testing?

  2. 2. Which evidence proves firming after dispatch?

  3. 3. How should test data be dated for capacity tests?

  4. 4. The app shows load exactly twice the hand calculation for every order on one work center. Where should the tester look first?