LO530
Warehouse Management
SAP AG 1999
R/3 System
Release 4.6C
September 2000
Material number 50041468
SAP AG
LO530
Preface-1
Copyright
SAP AG
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SAP AG
LO530
Preface-2
Logistics Execution
Level 2
Level 3
LO530
3 days
Warehouse
Management
LO531
3 days
Additional Topics in
Warehouse Management
LO140
3 days
Processes in
Logistics Execution
LO610
2 days
LO650
Cross - Functional
Customizing in SD
Delivery Processes
LO611
3 days
3 days
Transportation
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Preface-3
Course Prerequisites
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LO530
Preface-4
Target Group
Audience:
Project team members responsible for the
implementation of Warehouse Management
SAP and Partner consultants responsible for customer
implementation of Warehouse Management
Duration: 3 days
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Preface-5
Course Overview
Contents:
z Course Goals
z Course Objectives
z Course Content
z Course Overview Diagram
z Main Business Scenario
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Course Goals
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Course Objectives
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Course Content
Preface
Unit 1
Course Overview
Unit 7
Goods Issue
Unit 2
Logistics Execution
Overview
Unit 8
Posting Changes
Unit 3
Warehouse Management
Structure
Unit 9
Production Integration
Unit 10
Delivery Processing
Unit 4
Master Data
Unit 11
Replenishment
Unit 5
Integration with
Inventory Management
Unit 12
Physical Inventory
Unit 6
Goods Receipt
Unit 13
Conclusion
Appendices
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Course Overview
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
Conclusion
13
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Contents:
Logistics Execution Process Review
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Goods Issue
Posting Changes
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
Course Overview
Lo gi
stics
Logistics
Execution
Exec
u
Overview
Over
view tion
Warehouse Management
Structure
Conclusion
13
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Integration Process
Source
determination
Invoicing
Goods
Issue
Payment
IM
Inventory
Debitor
Creditor
Goods
Receipt
Requirement
Requirement
determination
Shipping
Accounts
Order
Processing
Requirement
Presales
Activities
PO Processing
Invoice
verification
Payment
Purchasing (MM)
SAP AG 1999
In version 4.5, the applications of Warehouse Management, Shipping and Transportation were
brought together to form the Logistics Execution system. As part of SAPs Supply Chain
Management, these components are combined to build strong links between processes of Production,
Procurement and Sales and Distribution.
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2-5
Overview
Presales
Activities
Sales Order
External Supply
Procurement
Invoice Verification
MRP
Internal Supply
Production
Inventory Management
Posting
Change
Goods Receipt
Invoice
Entry
Goods
Issue
Shipping
Invoicing
Logistics Execution supports the flow of materials along the supply chain, not only between entities,
but also within the warehouse for the entire supply chain management from the supplier through the
customer.
The Warehouse Management system is embedded in the total SAP system as well as in the material
flow of the entire organization.
Example:
If a goods receipt is posted in the Inventory Management system, the stock level is increased in the
WM system. Because of the goods receipt posting, an action is started in the WM system that
notifies the user that material must be stored in the warehouse.
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Warehouse Management
Bin Management
Movements
Radio - Frequency
Warehouse Control
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Quality Management
Production Supply
Delivery Processing
Transportation
Human Resources
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The Warehouse Management system is integrated with other SAP system modules that provide the
following functions:
All goods movements in the WM system affect data posted in the Inventory Management system
The handling of inventory samples in connection with Quality Management
The supply of materials in connection with the PP/PI systems
The processing of deliveries in conjunction with the Sales and Distribution Shipping system
The processing of items through the Transportation system
The processing of transfer orders using hand-held terminals
Passing data to Human Resources for Incentive Wages
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GR area
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IM
Goods
Receipt
WM
IM
Transfer
Requirement
QUANT
Transfer
Order
Confirmation/
differences
differences
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Planning a Movement
GR area
Transfer
requirement
Transfer order
HRS
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Goods Receipt
area
Goods Issue
area
Transfer requirement
What
How much
Palletization
When
From where
Reason/Origin
Storage area
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Goods receipt
posting TO
from TR
TO
Pallet slip
Stock available
Confirm
transfer
order
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When goods are delivered, the goods receipt is entered in the Inventory Management system. On
the basis of the goods receipt posting, a transfer requirement and a quant in the GR area are
created.
To place the goods into storage, a transfer order is created on the basis of the transfer requirement.
When the transfer order is created, the system determines the destination storage bin.
The transfer order documents are used to physically place the goods into storage. The transfer
quantity remains unavailable in the warehouse as long as the stock placement is not confirmed in the
system.
As soon as the physical stock placement has taken place, you confirm the transfer order and also
enter differences, if any.
Depending upon the system set-up, it is possible for the system to create transfer orders
automatically in the background.
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Goods Receipt
area
HRS
Goods Issue
area
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The transfer order is an instruction to move materials from a source storage bin to a destination
storage bin within the warehouse complex.
Transfer orders contain the following information:
Material number
Quantity to be moved
Source, destination and return storage bins
The information that the transfer order needs comes from several sources:
Material master record
Warehouse management movement type
Strategies for finding the source or destination storage bins
User entries
Source documents, such as transfer requirements and deliveries
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TR
TR items
Overview of TR items
Preparation screen
Details of TO item
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The transfer requirement list contains all transfer requirements that respond to the selection criteria
entered. On this list, it is possible to select a transfer requirement, process it and post the transfer
order in the background.
The overview of transfer requirement items contains all the items in the selected transfer
requirement. It is possible to select one or several items in the list and process them either in the
foreground or in the background.
On the preparation screen, the quantity of a specific transfer requirement item is distributed to
different storage bins (where appropriate with a palletization recommendation by the system).
The detail screen of a transfer order item contains a source item, a destination item, and sometimes
also a return item.
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Palletization Notices
Preparation
screen
TR item 1
Transfer order
200 pcs
Item 1
50 pcs
Item 2
50 pcs
Item 3
50 pcs
Item 4
50 pcs
Mat. master
Pallet S1
50 pcs
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The preparation screen is used to divide the transfer requirement quantity among the various pallets
(storage bins).
Any previously entered palletization data in the transfer requirement is displayed in the preparation
screen as default entries.
If standard palletization is defined in the material master record, the system proposes distribution of
the materials based on the storage unit type (SUT).
If several SUTs are defined for the material, the system proposes that any remaining amount be
placed on a smaller pallet.
You can change the palletization recommendation or carry out the palletization manually.
A user exit is also available for this process.
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TO Header
TO Items --Item material src bin
TO item
item...
material
dest bin
act quantity
tmx1
01-01
50
tmx1
01-02
45
tmx2
01-03
50
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When you confirm a transfer order or a transfer order item, you are verifying that the required
quantity of material has actually been transferred from one location to another and that the
processing of the transfer order or item has been completed.
The TO Confirmation function allows three options:
Standard
Input List
switch to packaging dialog of the delivery where you can create shipping units.
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Goods issue: physical process: When goods are issued, stock removal from the warehouse takes
place after the appropriate storage bin has been determined. The goods are usually transferred to the
goods issue (GI) area before leaving the warehouse.
Goods issue: process within the system
Inventory Management (IM)
A Material Document is created to represent the movement of goods into the warehouse. It is
possible to enter palletization data at this point.
An Accounting Document is created to represent the change in value of the goods in the
warehouse.
Warehouse Management (WM)
A negative quant is created in the Goods Issue area to represent the existence of goods now in the
warehouse.
A Transfer Requirement is created since the goods are later transferred using a transfer order
from a storage area within the warehouse to the GI area.
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IM
Goods
Issue
WM
IM
Transfer
Requirement
negative QUANT
Transfer
Order
Confirmation/
differences
differences
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Goods Receipt
area
Goods Issue
area
Transfer requirement
What
How much
When
Where to
Why
Storage area
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Goods issue
posting
TO for TR
Transfer order
Confirm
transfer
order
Material available
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For the removal of material, the goods issue is posted in the Inventory Management system. On the
basis of this goods issue posting a transfer requirement and a negative quant in the GI area are
created.
To remove the goods, a transfer order is created from the transfer requirement. When the transfer
order is created, the system determines the source storage bin.
The goods are physically removed from the warehouse with the help of the transfer order documents.
As soon as the physical stock removal is completed, the user confirms the transfer order. Here it is
possible to enter differences.
Depending upon the set-up, it is possible for the system to create transfer orders automatically in the
background.
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Goods Receipt
area
HRS
Goods Issue
area
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For each stock removal a transfer order is created, which is used to transfer the goods from the
warehouse to the GI area.
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Preparation
screen
TR item 1
300 pcs
Available
stock
Bin
Transfer order
X 100
01-01-01
400
X 100
01-01-02
01-01-03
Item 1
100 pcs
Item 2
100 pcs
x 100
100
01-02-01
01-03-01
Item 3
100 pcs
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If you select Stock Overview from the TO Create Overview screen, you can view the available
quants and select the quants you want to process.
On the preparation screen, quants of the required material are proposed by the system for stock
removal. You can override the system proposal and manually enter the storage bin from which the
quantity is to be removed.
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Item 1
TA
Pick list
Item 1
Mat 1
Src. Dest.
Item 2
Mat 2
Src. Dest.
Item 3
.
.
.
.
.
.
Item 2
Item 3
Single printout
Multiple printout
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As a rule, transfer orders are printed immediately after they have been created.
You can print transfer orders in different ways:
as a single document (one TO item per page)
as a combined document (multiple TO items on one page)
as a picking list (several TO with different sort options per page)
You can print with or without a bar code.
Labels can be printed for each transfer order.
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As of release 4.5A, you can change the destination storage bin when you confirm transfer orders.
This new feature is available in all standard situations. The situations in which you can enter the
destination bin is self-evident since the destination bin field is only available for data entry in those
cases.
It is not possible for dynamic coordinates, return items, in Lean WM, when the destination bin is
defined in the movement type, for posting change TOs, for inventory based on putaway and for
addition to existing stock in a storage unit.
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Before Confirmation
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It is possible to cancel transfer orders that have not yet been confirmed in the WM system.
If, while placing goods into stock, you find a storage bin that cannot be used or if you determine that
for some reason, a stock removal cannot take place, it is possible for you to cancel a transfer order.
You can notify an external system of a transfer order cancellation from the WM system and notify
the WM system of a cancellation from the external system.
After a transfer order is canceled, reference documents (for example, the TR) are reopened.
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Exercises 1
Unit:
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1-1
Materials have arrived at the receiving dock with reference to a Purchase order.
You know the material number but not the Purchase Order Number.
Your Warehouse Number is 1## and your Storage Location is 01##.
The ## is your group number that has been assigned by your
instructor. Wherever you see ##, please insert your GROUP
NUMBER. Be careful to create and change data only within your
warehouse number.
1-1-1 Check the stock situation of the material T-BW03-## before you begin.
Plant
Sloc
StorType
1000
01##
001
Available
For Putaway
Pick Quantity
1-1-2 Add this task to your Favorites. Change the text to Warehouse
Management Stock Overview.
1-1-3 Now access the function for entering a goods receipt with reference to a
purchase order.
1-1-4 Find the Purchase Order for material T-BW03-##. Enter the goods receipt
for 100 pieces.
Save/Post the document. Material Document ___________________
1-1-5 Display the Stock Overview again for material T-BW03-##
Plant
Sloc
StorType
1000
01##
001
1000
01##
902
Available
For Putaway
Pick Quantity
TOTAL
1-1-6 From the Stock Overview, display the quant data and determine the
following information:
Quant Number _______ Goods Receipt Date ____________________
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1-2
________________________________
____
__________________________
____
__________________________
________________________________
1-2-3 Now convert the Transfer Requirement (TR) into a Transfer Order (TO) in
the foreground.
1-2-4 What palletization data is proposed? ______________________________
1-2-5 How does the system default the palletization data? __________________
____________________________________________________________
1-2-6 What destination storage bins are proposed? ________________________
1-2-7 Before posting, determine what stock placement strategy was used to
determine the destination of the final storage bin.
Putaway Strategy
_____ _____________________
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Sloc
StorType
1000
01##
001
1000
01##
902
Available
For Putaway
Pick Quantity
1-3
Confirm the Transfer Order. (Add this task to your Favorites. Change the text to
Confirm TO, One Step).
1-3-1 Once again, display the stock overview for the material T-BW03-##. Is the
material now available in the destination storage bin? _______
Plant
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Sloc
StorType
Available
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For Putaway
Pick Quantity
2-34
Solutions 1
Unit:
1-1
1-1-1 Logistics Logistics Execution Internal Whse Processes Bins and
Stocks Display Total Stock per Material (Warehouse Management)
Field Name or Data Type
Values
Warehouse Number
1##
Material Number
T-BW03-##
Plant
1000
Values
Material Number
T-BW03-##
Plant
1000
Select the Purchase Order and choose enter. Select Item OK to receive the
entire lot of 100 pieces. Enter Storage Location 01##. Save/Post the
receipt.
1-1-5 Favorites Warehouse Management Stock Overview.
1-1-6 From the Stock Overview, select the Plant Summary line for Storage Type
902 with a single click on the line. Then select Bin Stock. Position your
cursor on the Quantity and select it to display the quant.
1-2
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Exercises 2
Unit:
Sloc
StorType
1000
01##
001
Available
For Putaway
Pick Quantity
2-1-2 Post a goods issue transaction issuing the 5 shafts (T-BW02-##) to Mr. Jones
cost center.
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2-1-3
Plant
Sloc
StorType
1000
01##
001
1000
01##
911
Available
For Putaway
Pick Quantity
TOTAL
2-2
Display all TRs for material T-BW02-##. (Add this transaction to your favorites and
change the description to Display TR by material.) Select the one created by the GI
transaction and determine the following:
Transfer Requirement number
______________________________
____ ________________________
_______ _________________
________________________________
2-3
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Stor. Bin
Source
_________________ ________________
Destination
_________________ ________________
Return
_________________ ________________
Sloc
StorType
1000
01##
001
1000
01##
911
Available
For Putaway
Pick Quantity
For Putaway
Pick Quantity
TOTAL
2-4
Plant
Sloc
StorType
1000
01##
001
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Available
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Solutions 2
Unit:
2-1
2-1-1
2-1-2
Values
Movement Type
201
Plant
1000
Storage Location
01##
Cost Center
1000
Material
T-BW02-##
Quantity
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Values
Warehouse
1##
Material
T-BW02-##
Plant
1000
Storage Location
01##
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2-3
Select the appropriate TR from the list display, then choose TO in foregr.
2-3-1 001, 002. These storage types default from the Storage Type Search
Sequence table in customizing.
2-3-2 Select the icon for Picking Foreground. Then choose Environment
Stor.bin Search Log. Back out of the search log, enter and save the TO.
The removal strategy the system uses to select the quant for removal is
FIFO (storage type 001).
2-3-3 Logistics Logistics Execution Internal Whse Processes Stock
Transfer Display Transfer Order By Material
2-3-4 Favorites Warehouse Management Stock Overview.
2-4
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SAP AG 2000
1999
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Goods Issue
Logistics Execution
Overview
Ware
Warehouse
se
Mana houManagement
gStructure
emen
Struc
t
ture
Posting Changes
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
Conclusion
13
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Goods receipt
GR area
Bulk storage
Goods issue
GI area
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Example of a complex physical warehouse structure without regard to R/3, consisting of several
storage areas: high rack storage, bulk storage, fixed bin area, goods receipt and goods issue area.
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Storage
Storage type
type
902
902
GR
GR area
area
Good receipt
Bulk storage
Storage
Storage type
type
910
910
GI
GI area
area
Goods issue
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Possible representation of the physical structure in the SAP Warehouse Management system:
The entire warehouse structure is managed under a warehouse number
The various storage areas are defined as storage types that are differentiated according to their
organizational and technical characteristics.
Examples:
- GR area
- picking area with fixed storage bins
- high rack storage area with random picking
- bulk storage area with rows of the same material
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Bin type
High bins
Lower bins
Fast-moving items
Fast-moving items
Lower bins
Storage section
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Within each storage type the individual storage bins are defined. A storage bin is the smallest
geographical or organizational unit (also called coordinate) that can be addressed by the system.
Example:
02-04-09
(aisle 02, stack 04, level 09)
Storage bins are identified by a bin type.
Example:
Bin type P1 for high bins
Storage bins are organizationally grouped into storage sections.
Example:
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WM-System Hierarchy
Storage type
Storage bin
Quants are defined by:
Material / Batch
Stock category
Special stock
Plant / Storage location
Storage unit number
Quant
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Warehouse: Organizational divisioning, usually of a plant that is used for the purpose of managing
materials or goods that are stored in storage bins.
Storage Type: A physical or logical storage area that can be defined for a warehouse in the WM
system.
Storage Section / Picking Area: A logical or physical subdivision of the storage type.
Storage Bin: The smallest addressable unit of space in a warehouse (often referred to as a storage
slot). Since the address of a storage bin is frequently derived from a coordinate system, a storage
bin is often referred to as a coordinate.
Quant: The existence of a material or a batch (same lot number) of a material in a storage bin. The
material quantity in a quant can be increased by an addition to existing stock.
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Plants
Storage areas
A
B
HRS
HRS
Shelving area
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Example of a physical warehouse structure that can be depicted in the SAP System.
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Plants
0001
Storage
locations
0001
0001
0002
0002
0002
0001
0001
0002
0002
0003
0003
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In an Inventory Management system without Warehouse Management, the various warehouses are
defined as storage locations.
Example:
Plant 0001
Storage loc.
0002
Plant 0002
0001
Bulk storage
Storage loc.
0001
0002
Bulk storage
0003
Picking area
The stock quantities are managed in cumulative form at the storage location level.
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Scenario 1
Example 1
Plants
0001
0002
0088
0088
0088
0088
Storage
locations
Storage
types
001
001
002
002
001
001
002
002
003
003
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Scenario 1, Example 1: One Storage Location per Plant in One Warehouse Number.
In this example, each warehouse is assigned directly to one storage location and one plant.
In each warehouse, the various storage areas are represented by storage types.
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Scenario 1
Example 2
Plants
Storage
locations
0001
0002
0088
0088
0088
0088
0001
0001
Storage
types
001
001
002
002
003
003
004
004
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Scenario 2
Plant
0001
Storage
locations
0087
0087
0088
0088
0003
0003
Storage
types
001
001
002
002
003
003
004
004
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0001
Storage
locations
0090
0090
0088
0088
0092
0092
Storage
types
902
902
004
004
005
005
100
100
916
916
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W
A
R
E
H
O
U
S
E
D
O
O
R
S
T
A
G
I
N
G
Goods Issue
A
R
E
A
Goods Receipt
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Door: A door in a warehouse can be used for both receiving and issuing goods. In Customizing it is
possible to restrict the area of usage to either receipt or issue. The door from which delivery takes
place is already defined in the delivery.
Material Staging Area: The Staging areas are intermediate areas in the warehouse in which the
goods are temporarily stored after unloading/before loading. In Customizing, these areas are
assigned to the corresponding doors.
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Define Weights/
Units of Measure
Notifications &
Messages
Assign
Region
Code
Assign
Number
Ranges
Define
Blocking
Logic
Allow
Partial Picking
Control Data
Define
Differences
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storage types:
Unit of Weight
Unit of Measure default data
Blocking Logic
Error Messaging / Notifications
Number Ranges
Define Doors
Handling of inventory differences
Interfaces:
- Inventory Management
- Shipping
- Production
- Quality Management
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Placement
Strategies
Activate Hazardous
Material Handling
Assign Inventory
Methods
Removal
Strategies
Activate Full
Removal
SAP AG 1999
SAP AG
LO530
3-17
Copying a Warehouse
001
002
SAP AG 1999
In WM, a default warehouse number is delivered with the standard system. The entries for this
organizational unit are usually used as the basis for prototyping. If you require several warehouses
for testing purposes or to define your company structure, it is often useful to copy an existing
organizational unit.
Copy the respective warehouse numbers using the organizational unit copier (transaction /nEC09).
You will need to then maintain number range data for the new warehouse numbers and activate the
respective plants / storage locations in which you want to use the new warehouse number.
SAP AG
LO530
3-18
SAP AG 1999
SAP AG
LO530
3-19
SAP AG
LO530
3-20
Exercises 1
Unit:
Review and change some administrative information about your current warehouse.
Remember that a warehouse is first defined as part of the enterprise structure. The
warehouse is activated when it is assigned to the plant/storage location.
1-1-1 In the Enterprise structure, change your warehouse (1##) description to a
more appropriate description for your business.
1-1-2 Still within the Enterprise structure, check your warehouse assignment.
Your warehouse is assigned to which Plant / Storage Location?
Plant ______________
1-2
Once your warehouse has been defined, there are controls which you can set in WM
Customizing to have your warehouse perform within your required parameters. In
your warehouse, what values are set for the following parameters:
Default Unit of Weight:
_______
SAP AG
LO530
3-21
1-3
Create a new storage type, 015 High Rack Storage Group## by copying the
current high rack storage type 001.
The placement and removal controls should have the following characteristics:
Stock Placement control
stock placement strategy next empty bin
stock placement requires confirmation
activate SUT check
activate storage section check
Stock Removal control
stock removal strategy FIFO
stock removal requires confirmation
activate complete removal
return stock to same storage bin
1-4
Now create a new interim storage type, 802 GR area for group ## by copying
storage type 902.
The placement and removal controls should have the following characteristics:
Stock Placement control
stock placement strategy none
allow for mixed storage without limitation
addition to stock is permitted
Stock Removal control
stock removal strategy none
negative stock will be allowed
propose post. change at storage bin
1-5 Create Storage Sections for your new storage types. Storage Type 015 will contain
two sections: 001 for Fast Moving items and 002 for Slow Moving items.
Remember that the Goods Receipt Storage Type 802 must have one storage section
(001 GR Area).
1-6 When you created the new storage type 015, you selected the option to activate the
SUT check. It is this setting that will verify that the SUT is allowed in the bin type
when you create the Transfer Order. You need to allow the SUTs E1 and IP into the
storage type 015. Still in customizing under Strategies Activate storage bin type
search, add an entry assigning SUT E1 and IP to your new storage type 015.
SAP AG
LO530
3-22
Solutions 1
Unit:
1-1
1-1-1 Tools AcceleratedSAP Customizing Edit Project SAP
Reference IMG Enterprise Structure Definition Logistics
Execution Define, Copy, Delete, Check warehouse number Define
warehouse number
1-1-2 SAP Reference IMG Enterprise Structure Assignment Logistics
Execution Assign warehouse number to plant / storage location
Plant 1000
1-2
1-3
1-4
SAP AG
LO530
3-23
1-5
1-6
Values
Warehouse Number
1##
Storage Type
015
Storage Section
001
Description
Fast Moving
Warehouse Number
1##
Storage Type
015
Storage Section
002
Description
Slow Moving
Warehouse Number
1##
Storage Type
802
Storage Section
001
Description
GR Area
Values
Warehouse Number
1##
Type
015
st
E1
nd
IP
1
2
SAP AG
LO530
3-24
Master Data
Contents:
Storage Bin Data
Material Master Data
SAP AG 1999
SAP AG
LO530
4-1
Course Overview
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
MasMaster
ter D Data
ata
Conclusion
13
SAP AG 1999
SAP AG
LO530
4-2
SAP AG 1999
SAP AG
LO530
4-3
SAP AG 1999
SAP AG
LO530
4-4
Master Data
Warehouse
Material
Material
Warehouse Structure
General data
Data/warehouse no.
Data/storage type
Warehouse number
Storage type
Storage bins
SAP AG 1999
SAP AG
LO530
4-5
Quant data
Material number
Stock quantity
GR date
Inventory data
Inspection Lot
SLED
SAP AG 1999
Each storage bin is defined in the system by a master record. The master record contains the
following:
The bin characteristics data (storage section, storage bin type, max. weight, blocking indicators)
is created when you create the storage bin master record.
Bin usage and inventory information (number of quants, weight used, date of the last movement,
inventory data, blocking indicators) is automatically maintained by the system during a stock
movement.
Whenever a storage bin becomes occupied, the system creates a quant which contains:
storage bin identification
material identification (material number, plant, batch, stock category, special stock)
movement data (for example, GR date)
stock quantities (total, available, currently in transfer for stock placement or stock removal)
inventory data
blocking indicators
SAP AG
LO530
4-6
Warehouse
Warehouse number
number
001
001
Storage
Storage type
type 001
001
Level
01 to 04
Stack
10 to 40
Row
A01 to A02
A01-10-01
A01-10-02
A01-10-03
A01-10-04
A01-20-01
.
.
.
A02-10-01
A02-10-02
A02-10-03
.
.
.
SAP AG 1999
SAP AG
LO530
4-7
Top view
Row
Storage bin
R R
Sort Sequence
Sort field
S S
L L
3 4
1 2
L L S S
R = Row (Aisle)
S = Stack
L = Level
With all of the stock placement / removal strategies, you can influence the search for a suitable
storage bin with the aid of a sort variable.
The sort variable helps the system to search for storage bins. The system sorts storage bins by the
sort variable first. If the sort variable has not been maintained, the system sorts by the storage bin
coordinate itself.
You normally define the sort variable before you create the storage bins.
Without the sort variable, the system fills the storage type row by row. For example, the system fills
the first row completely first, then the second row, then the third. This can result in a one-sided load
of the warehouse.
With the sort variable, the system fills the storage bins on a stack by stack basis for each row. When
the system selects bins for stock received in the warehouse, it fills the lowest level in each stack first,
then the second level in each stack, then the third level, and so on.
SAP AG
LO530
4-8
SAP AG 1999
SAP AG
LO530
4-9
Material Data
General Data
Material number
Description
Weight
Base unit of measure
Order unit
Hazardous material number
...
Plant-Specific Data
WM unit of measure
Storage type indicator
Storage section indicator
Storage unit quantity
...
The material data relevant for the Warehouse Management system is grouped as follows:
general material data
plant-specific data
data specific to the warehouse number
data specific to the storage type
SAP AG
LO530
4-10
Basic data
Purchasing
MRP
Sales
St
A
B
Stock in plant/
storage in plant
Material
master record
Work
scheduling
Accounting
Quality
assurance
Storage
Forecast
Warehouse
management
Classification
SAP AG 1999
Each user department has its own view of the material master record.
For each material type you can define which views of the material master record are possible.
For each user you can define which views of the material master records are to be
displayed/maintained.
Each user can define which views will be displayed when the material master record is
displayed/maintained.
The data in some views is assigned to specific organizational levels: plant, warehouse or storage
type level.
SAP AG
LO530
4-11
Material
Material
Views
- Basic data
- Purchasing
- Accounting
- Warehouse
Management
(Ind. sector)
(Material type)
(Reference)
Organizational
levels
- Plant
- Storage location
- Warehouse no.
- Storage type
Data screen(s)
The material type on the initial screen is proposed during the transaction "Create special".
The industry sector can be preset on a user-individual basis. Additionally, you can suppress the
display of the industry sector on the initial screen.
The views and organizational levels can also be preset on a user-individual basis. The views
selection and organizational level screens can be removed from the standard screen sequence by
setting defaults in the material master.
SAP AG
LO530
4-12
Palletization Data
Warehouse 2
LE Quantity
Un
SUT
40
PC
IP
25
PC
E1
Transfer order
SAP AG 1999
The system uses the LE (Loading Equipment) quantity in conjunction with the storage unit type to
propose how to pack a quantity onto loading devices upon stock placement.
SAP AG
LO530
4-13
Units of Measure
Piece
4
48
12
Carton
Warehouse Management
Alternative
unit of measure
Pallet quantity
Box
Palletization
SAP AG 1999
SAP AG
LO530
4-14
SAP AG 1999
SAP AG
LO530
4-15
SAP AG
LO530
4-16
Exercises 1
Unit: Master Data
Topic: Storage Bin Definition
At the conclusion of this exercise, you will be able to:
Create storage bin data
Create storage bin data using a template
Your company is a major producer of pumps. Engineering has designed
a new fly wheel for the chrome steel pump. Over the next units, this
pump will be integrated into the warehouse processes and production area
for sale of the final pump. In this unit, you must create the master data to
support this effort.
In the first part of the exercise, you need to create a storage bin in the
Fixed bin / Picking area. This is the area where you will store the
finished pump.
In the second part of the exercise, you will create a range of bins using a
template for the storage type that was created in the prior unit.
Your warehouse number is 1##. Please remember to be careful and
create or change data only within your warehouse number.
1-1
In preparation for the sale of the finished pump, you must create the storage bin
where the pump will ultimately be stored and later picked for delivery.
1-1-1 In warehouse 1##, in the Fixed Bin Storage Type, create a storage bin Box##. Assign the bin to a storage section.
SAP AG
LO530
4-17
1-2
Now you wish to create multiple bins using a template for the storage type 015 that
you created in a prior exercise. In this area, you want to create 2 sequences of bins.
In the first sequence, you have small bins (E1) and in the second you have the
larger (P1) bins.
1-2-1 In the first section, you have 4 rows with 9 sections and 4 levels. You want
to create a range of bins for the coordinates ranging from A-01-01 to D-0904. These are the smaller bin type E1 bins with a weight limit of 1000 KG.
These bins are assigned to storage section 001.
How many E1 bins were created? _______
1-2-2 In the second section, you have 5 rows with 8 sections and 3 levels. These
bins have the coordinate range of E-01-01 through I-08-03. These are
larger bin type P1 bins with a weight limit of 2000 KG and they are
assigned to storage section 002.
How many P1 bins were created? ________
1-2-3 Display the empty bin list to verify you have E1 bin type in storage section
001 and P1 bin type in storage section 002.
SAP AG
LO530
4-18
Solutions 1
Unit:
Master Data
1-1
1-1-1 Logistics Logistics Execution Master Data Warehouse
Storage Bin Create Manually.
Field Name or Data Type
Values
Warehouse Number
1##
Storage Type
005
Storage Bin
Box-##
Storage Section
001
1-2
1-2-1 Logistics Logistics Execution Master Data Warehouse
Storage Bin Create Automatically. Select New Entries.
Field Name or Data Type
Values
Warehouse Number
1##
Storage Type
015
Sequence Number
001
Template
ACNNCNNCCC*
Structure
A BB CC*
Start Value
A-01-01*
End Value
D-09-04*
Increment
1 1 1*
Storage Section
001
E1
Maximum Weight
1000 KG
SAP AG
LO530
4-19
1-2-2
Field Name or Data Type
Values
Warehouse Number
1##
Storage Type
015
Sequence Number
002
Template
ACNNCNNCCC*
Structure
A BB CC*
Start Value
E-01-01*
End Value
I-08-03*
Increment
1 1 1*
Storage Section
002
P1
Maximum Weight
2000 KG
SAP AG
LO530
4-20
Exercises 2
Unit: Master Data
Topic: Material Master
At the conclusion of this exercise, you will be able to:
Create Warehouse Management views for an existing material master
record
Create a Warehouse Management / Storage Type view for an existing
material master record
Set up user defaults for maintaining the material master in the future
For the new flywheel number that Engineering has designed, the material
master record T-BW01-## already exists; however, the WM view for the
flywheel has not yet been created. You must create the WM view for the
new flywheel and for the finished pump number T-MS-##.
In an effort to facilitate future material master maintenance, you want to
set up your user defaults for maintaining the material master.
2-1
You need to create the appropriate Warehouse Management views in the material
master in order to manage the materials within your warehouse.
2-1-1
SAP AG
Create the Warehouse Management views for the new flywheel, material
number T-BW01-##. The industry sector M and material type HALB
have already been established. Organization structures are plant 1000
and your warehouse number 1##. Purchasing has made an agreement
with your vendor that the material will be shipped either on industrial
pallets holding 50 pieces or Europallets holding 30 pieces. On receipt,
the flywheels should be directed to the Shelf Storage area and on
removal picked from the Shelf Storage area and addition to stock is
allowed.
LO530
4-21
2-1-2
2-2
Now create the Warehouse Management view for the finished pump TMS-##. The finished pump is moved from production to Fixed Bin
Storage. The material master must be created at the Storage Type level
so the fixed bin can be assigned. The industry sector M and material
type FERT have already been established. This material is being
created for plant 1000, your warehouse number 1## and your fixed bin
storage type (005). These pumps will come from your production
facility stacked on industrial pallets with 5 pieces each. When these
pumps are delivered from production, they are put into the fixed bin
storage, therefore you want to assign a stock placement and a stock
removal indicator of FIX. The storage bin you created in the first part of
this exercise, Box-##, is the final storage bin for these pumps. You have
capacity at this bin to hold a maximum of 50 pumps.
In the future you will only process material master records from the Warehouse
Management view for plant 1000 and your warehouse 1##. Create the material
master user defaults so the system will automatically default these values.
You only want to see the view selection window when requested. You always want
to see the organizational levels since you are working with various storage types.
Set the Industry Sector to M and hide it.
SAP AG
LO530
4-22
Solutions 2
Unit:
Master Data
2-1
2-1-1 Logistics Logistics Execution Master Data Material Material
Create Immediately
Field Name or Data Type
Values
Material
T-BW01-##
Select Views
Organizational Levels:
SAP AG
Warehouse
1##
Stock Removal
REG
Stock Placement
REG
Addition to Stock
On
LE Quantity
50;30
UM
PC
SUT
IP; E1
LO530
4-23
2-1-2
Field Name or Data Type
Values
Material
T-MS-##
Select Views
Organizational Levels:
2-2
Warehouse
1##
Storage Type
005
Stock Removal
FIX
Stock Placement
FIX
LE Quantity
25
UM
PC
SUT
IP
Storage Bin
Box-##
50
In the material create screen, select Defaults Industry Sector. Set the Industry
Sector to M and choose Hide Industry. Select Defaults Views. Page down to find
Warehouse Management 1 & 2. Select them and set View Selection so you only get the
screen when you request it. Finally, select Defaults Organization Levels. Set the
Plant to 1000 and Warehouse to 1##. Do not set the Org/Prof field, so you will
continue to be prompted for organization level data.
SAP AG
LO530
4-24
Contents:
Inventory Management Interface
SAP AG 1999
SAP AG
LO530
5-1
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Master Data
Delivery Processing
10
Replenishment
11
Physical Inventory
12
Int g
with
ratio
Inven eIntegration
n
w
t
o
i
t
Inventory
ry Ma Management
h
nage
ment
Goods Receipt
Conclusion
13
SAP AG 1999
SAP AG
LO530
5-2
SAP AG 1999
SAP AG
LO530
5-3
SAP AG 1999
SAP AG
LO530
5-4
Inventory
Management
Stock in the
storage location
Goods receipt
document
Transfer
requirement
Interim storage
Warehouse
Management
Transfer
order
SAP AG 1999
In addition to quantity and cost updates in the Inventory Management system, a GR posting results in
the following activities in the Warehouse Management system:
A quant is automatically created in the interim storage area for goods receipt, that is, the stock
quantity in Warehouse Management is the same as the quantity in Inventory Management (parallel
inventory management)).
A transfer requirement can be created automatically. This is used as an information help for stock
placement later on.
These automatic postings take place as a result of the Customizing settings.
SAP AG
LO530
5-5
Movement type
Inventory Management
Movement type
Warehouse Management
SAP AG 1999
The movement type that is used for a material movement in the Inventory Management system,
together with other indicators, is linked to a reference movement type for the Warehouse
Management system.
With the reference movement type and other indicators, the system determines the following
information:
movement type for Warehouse Management
stock category of the quant to be generated
indicator for generating transfer requirements
From the WM movement type then, the following information is determined:
interim storage type and interim storage bin
control indicator for processing, confirming and printing transfer orders
special movement indicator for storage type search
SAP AG
LO530
5-6
Ty
Dynamic
Stor.bin
FxdBn Dyn
Src
Dest
Ret
Fix
Pr
ede
f in
ed
Bin
ed
SAP AG 1999
In the case of goods receipts that have a reference to a purchase order, you want to be able to identify
the quants in the GR area according to the purchase order number. The quants are managed in the
GR area (interim storage type) in a bin whose coordinate is the same as the purchase order number.
This storage bin is created dynamically during the GR posting. Example storage bin: 4500000369.
If the quant is posted from Inventory Management without reference to a Purchase Order, the quant
can be directed to a predefined bin. A predefined bin is defined in the WM movement type table and
generated only once in the WM system with transaction LX20 (Create Bins for InterimStorage
Types). Example storage bin: GR area.
In the case of a fixed bin, the system will look to the material master to find the storage bin defined
for that material. If the fixed bin storage type is the same as the interim storage type, there is no
transfer order required for the movement; however, you must ensure that a fixed bin is assigned to
each material master at the storage type level. In this case, there are no WM-specific checks. In the
case of picking from a fixed bin where the storage type is the interim storage type, the quant is
removed from a fixed bin when the GI posting takes place.
SAP AG
LO530
5-7
Movement Type /
Transfer requirement type
(+) Dest.
Dest. item
Stor. type
902
St. type
001
(3)
(2)
(1)
SAP AG 1999
With goods receipts, the source bin (interim storage bin) is assigned when the IM movement is
posted and the transfer requirement is created (see "Interim Storage Type Search"). This data comes
from the Movement Type.
When you create a transfer order using the transfer requirement, the destination bin in the warehouse
is assigned. The destination storage bin can be:
entered manually by the user
assigned directly by the system.
In the creation of the Transfer Order, the system will first determine the storage type for placement
using the placement indicator on the material master and the storage type search table. From the
storage type, the system will determine whether or not storage sections are being used. If so, the
storage section will be determined using the section indicator on the material master and the storage
section search table. Finally, using the stock placement strategy for the storage type, the system will
determine the bin for placement.
SAP AG
LO530
5-8
(1)
(2)
(-) Source item
Stor. type
001
Stor. sect.
002
Source bin
05-06-01
(+)
Stor. type
9XX
Stor. sect.
001
Dest. bin
GI area
Dest.
Dest. item
Transfer requirement /
Movement TYpe
(+) Return item
Stor. type
001
Stor. sect.
002
Return bin
05-06-01
Stock return control
+ Stock placement strategy
SAP AG 1999
With stock removals, the system assigns the destination bin (interim storage bin for goods issues)
when the movement is posted in the IM system and the transfer requirement is created (see "Interim
Storage Type Search").
When you create the transfer order, the source bin is assigned. The source bin can be:
entered manually by the user
assigned by the system using the storage type search and removal strategy.
The storage section is not considered for stock removals. If picking areas are being used, the picking
area is considered.
If a quantity remains after complete stock removal from the bin, the system also assigns a return
storage bin.
SAP AG
LO530
5-9
TO Processing Overview
IM
Goods movement
WM
MM - Mov.Type
WM - Mov.Type
Transfer
requirement
Interim storage
type search
TO processing
Storage type
search
Storage section search
SAP AG 1999
During a goods movement, the reference movement type is used as a key to convert the MM
movement type into a Warehouse Management movement type. The WM movement type defines the
interim storage type and interim storage bin.
The subsequent creation of a transfer order is influenced by:
the movement type
material-specific factors: stock placement and removal indicators, storage class, water pollution
class, stock category and special stock indicators
the put-away and picking strategies for each storage type
As an option, you can specify a storage section control factor or a section search within a storage
type with material-specific section indicators, storage class and water pollution class
As an additional option, the system can check whether a particular storage unit type may be stored
in a specific storage bin or storage bin type.
Finally, using the strategy assigned for the storage type, the storage bin is determined and suggested.
SAP AG
LO530
5-10
WM
Transfer
requirement
asynchronous
Error
Transfer
order
Warehouse Management
SAP AG 1999
It is possible to set up your system so that transfer orders are created automatically when you post
material documents in the Inventory Management system. When the system is configured for this
process, you create material documents in the normal manner in the IM system and the Warehouse
Management system subsequently creates the corresponding transfer requirements and posting
change notices.
The definition of the WM movement type determines whether the system will automatically create
transfer orders from the transfer requirements and posting change notices initiated in the IM system.
This process takes place in the background. If there are errors, the system can send an express mail
message to a specified user. The user can then process the error from within the message.
When you post a material document in the IM system, and movement types both with and
without automatic transfer order creation exist in that document, the system goes directly to the
screen to create a transfer order for a material document.
SAP AG
LO530
5-11
SAP AG 1999
SAP AG
LO530
5-12
Exercises
Unit:
1-1
Before you can modify the WM movement type to direct goods receipts to the
goods receipt area 802, you must verify the link between the IM movement type
and the WM movement type.
1-1-1 Compare the movement type 101 for a Purchase Order Goods Receipt to a
101 Production Order Goods Receipt.
Find the Reference Movement Type:
Movement Type
Movement Indicator
101
______________________
101
______________________
SAP AG
Movement Indicator
WM Movement Type
101
______________________
101
______________________
LO530
5-13
1-2
Update the 101 WM movement type for purchase order receipts so that new
receipts are directed to the 802 Goods Receipt area. Also modify the 102
movement type so that reversals will come from storage type 802. Production
receipts will continue to be directed to storage type 901.
1-3
Now test your configuration. Your supplier delivers 100 pieces of material TBW01-##. Enter a goods receipt for the purchase order for storage location 01##.
Search for the Purchase Order number using the material number.
1-3-1 Enter a Goods Receipt for 100 pieces of the material T-BW01-##.
1-3-2 Display stock balance. If your stock shows in storage type 802, your
configuration is correct.
Plant
Sloc
StorType
1000
0100
802
1-4
SAP AG
Available
For Putaway
Pick Quantity
LO530
5-14
Solutions
Unit: Integration with Inventory Management
Topic: Integration with Inventory Management
1-1-1
Values
Movement Type
101
Value updating
Qqty updating
Movement Type
101
_______101_____
101
_______101_______
1-2
SAP AG
101
________101____
101
________103______
LO530
5-15
1-3
1-3-1 Logistics Logistics Execution Inbound Process Goods Receipt for
Purchase Order, Order, Other Transactions Enter Goods Receipt for
Purchase Order. Select the match code for Purchase Order Number and
choose M:Purchasing Documents for Material. Enter the material TBW01-##. Select the entry and post the goods receipt for a quantity of 100
pieces.
1-3-2 Favorites Warehouse Management Stock Overview
1-4
SAP AG
LO530
5-16
Goods Receipt
Contents:
The Goods Receipt Process:
Influencing factors and options for customizing
SAP AG 1999
SAP AG
LO530
6-1
Course Overview
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
GooGoods
ds R Receipt
eceip
t
Physical Inventory
12
Conclusion
13
SAP AG 1999
SAP AG
LO530
6-2
SAP AG 1999
SAP AG
LO530
6-3
SAP AG 1999
SAP AG
LO530
6-4
Capacity Check
Option 1
Check
By
Weight
Option 2
Check
By
Quantity
Storage Type
Option 3
Check
By Palletization
SAP AG 1999
SAP AG
LO530
6-5
9 x 11 = 99
Remaining capacity = 1
SAP AG 1999
The storage of materials in a bin can be based on a neutral indicator. The basic prerequisites for
these capacity checks include:
Each storage bin must have a dimensional and unit-less capacity
Each material can use a specific capacity for each unit of measure
Each storage unit type can have a specific capacity for each storage unit
Example 1: Capacity usage based on Material
The material is managed in the base unit of measure pieces and has a capacity usage of 11 per
piece.
Storage Bin 01-01-01 has a capacity of 100.
- Nine pieces of this material can be stored in storage bin 01-01-01. This leaves a remaining
capacity of 1. This capacity check is advantageous if you can stack materials as desired into
this storage bin. It could also replace capacity checks 2 and 3 if there are different batches that
result in mixed storage.
SAP AG
LO530
6-6
Material 4711
SUT Capacity = 12
8 x 12 = 96
Remaining capacity = 4
SAP AG 1999
SAP AG
LO530
6-7
Material 4711
Capacity Usage = 11
SUT Capacity = 12
SAP AG 1999
Example 3: Capacity usage based on the sum of the material and SUT (must be using SUM in this
storage type)
Eight pieces can be stored in storage bin 01-01-01 on an E1 pallet. This leaves no remaining
capacity for the bin.
SAP AG
LO530
6-8
Material 4711
Capacity Usage = 11
SUT Capacity = 12
(4 X 11) + (4 X 12) = 92
eg cubic feet
Remaining Capacity = 8
SAP AG 1999
Example 3: Capacity usage based on the sum of the material and SUT (must be using SUM in this
storage type)
If the material is stored in the bin with one piece per E1 pallet, 4 pallets will fit in the bin (44 + 48)
and a remaining capacity of 8 exists. This capacity check is advantageous if the pallets are stacked
on top of each other and the thickness of the pallet must be taken into consideration.
Before you make the first stock placement, you need to define the type of capacity check and the
capacity usage of material and storage unit types. Changes that are made to these parameters
afterwards cause automatic changes to storage bins, storage units and quants. If you make changes in
the operational system, you must run report RLS10200 to adjust the occupied capacities for bins,
storage units and quants.
Active Capacity Check: There is a switch that can be set at the storage type level so that the
capacity check is integrated into the bin search. When searching for an empty bin without active
capacity, the system assumes that a bin found through customizing can be used and the capacity
check happens after the search. If using active capacity, the search process may take longer because
each bin is examined individually.
SAP AG
LO530
6-9
Handling Differences
GR posting
50 pcs
TO item
SRC GR Target 50 pcs
DEST HRS
Confirm Target 50 pcs
Actual 40 pcs
Diff.
10 pcs
40 pcs
Difference
10 pcs
Difference posting
inventory management
SAP AG 1999
If a difference is determined during a stock transfer, you can enter this into the system during
confirmation.
When the transfer order item is confirmed, the difference is posted to the storage bin that has been
specified for the difference indicator.
In a second step, the differences are cleared in the Inventory Management system either manually or
using the batch input procedure.
When differences are processed in the system, the quantity of stock in the Inventory Management
and Warehouse Management systems remains the same.
SAP AG
LO530
6-10
Difference Indicator
SAP AG 1999
SAP AG
LO530
6-11
2 Step Confirmation
First confirmation
when goods are
picked from the bin
Second confirmation
when goods are
placed in the goods
issue area
SAP AG 1999
Business Background:
With the two-step confirmation procedure, the complete confirmation process is split into two
separate steps. The first step is the confirmation of the removal from the source bin. In the goods
issue process, this would be the bin from which the material is picked. Then the goods are transferred
to the destination bin or area. When they are put away at the destination bin, the second confirmation
for the putaway is done. In the goods issue process, this would be the goods issue area.
Customer Benefits
This reflects the physical process in the warehouse and is important when working with radio
frequency devices. The source bin is available for putaway as soon as the first confirmation is
complete. Two-step confirmation reflects real-time work in the SAP system. As a result of the
separation of the picking and putaway process for every transaction, improved performance for
delivery processing is achieved. The first confirmation is often done on the transfer order item level;
at this point the delivery is not updated. The second confirmation is done for the complete transfer
order; then the delivery update is performed.
Additional information:
A transfer order split is done if one step and two step confirmation occur in one single TO document.
Even with two step confirmation switched on, it is possible to confirm the first and the second step in
one step. Differences handling is possible for each step.
SAP AG
LO530
6-12
Goods Receipt
area
Reserve storage
Bin
Bin XY
XY
Pre-allocated stock
Bin XY Mat. XX Qty 20 pcs
SAP AG 1999
If the pre-allocated stock check is active for a movement type, the system checks during stock
placement if the material has an entry in the pre-allocated stock table. By pressing a function key
you can display all storage bins for which the material has been pre-allocated. You decide during TO
creation if and how you want to fill the pre-allocated storage bins.
SAP AG
LO530
6-13
Goods Receipt
area
X
Material
Y
Material
FIX-Y
Material Y
Storage type
indicator 003
SAP AG 1999
In the material master record it is possible to define a storage type indicator for stock placements.
In the storage type search table you can define a default vector of 30 storage types.
Access Optimization: When storage type indicators are used and several materials with different
stock categories (such as special stock) exist, the number of entries in the storage type search table
can become very large. To decrease the number of these entries, you can define an access strategy
for the storage type search table using the access strategy table.
SAP AG
LO530
6-14
Goods Receipt
area
Section 001
Section 002
Fast-moving
items
Slow-moving
items
X
Material
L
LL
.
d
n
ct. i
. se
Stor
Y
Material
Mat. Y
Stor. sect. ind.
LLL
SAP AG 1999
In the material master record you can define a storage section indicator.
In the storage section search table you can define a default/check vector of 30 storage sections.
The storage section is checked only if the storage section check in the storage type is active. If the
storage section check is activated, the system will search for a storage bin defined in the storage
section search table. If the check is set to X, the system will also check whether a stock placement is
allowed for this table. If the check is set to Y, the system will allow a manual override at the time of
TO creation, even if the section is not defined in this table.
SAP AG
LO530
6-15
Goods Receipt
area
1
SUT S
Small bins
Std. pallet
SUT I
Industrial
pallet
Mat. X
100 pcs IP
50 pcs S1
Large bins
SAP AG 1999
In the material master record you can define up to three different palletization instructions for the
material.
If the SUT (storage unit type) check in the storage type is active, the system will first check if the
SUT is allowed in the storage type. The system will then check whether the SUT is allowed for that
storage bin type. You can define up to 30 SUTs in a storage type and up to 30 storage bin types for a
storage unit type.
As an option, you can enter *** as an allowed SUT in the customizing table. This entry means that
all the SUTs are allowed in this storage type. The system then searches for a suitable storage bin for
the SUT based on the allowed bin types per SUT.
SAP AG
LO530
6-16
Fixed bin
storage: FIX- Mat
Inside the
warehouse
SAP AG 1999
Using the special movement indicator, you can ensure that the GR posting creates a quant in a
storage type in which a fixed bin is defined for each material.
The quant is placed directly into this storage bin and no transfer requirement is created. The interim
storage bin is the final storage bin for the quant.
The special movement indicator is set either on the warehouse management view of the material
master record or can be set at the time of the Inventory Management movement. This indicator is
used to determine the warehouse management movement type, and thus the interim storage type for
the creation of the quant. Using this indicator, different WM movement types can be assigned to one
IM movement type.
SAP AG
LO530
6-17
Placement Strategy
Changeable Destination Bin
Allow Mixed Storage
Allow Addition to Stock
Activate Storage Unit Management
Activate Storage Unit Type Check
Assign Capacity Check Method
SAP AG 1999
You need to define important control indicators at the storage type level that determine the material
flow (putaway and picking activities) and the way inventory is handled in each storage type. These
control indicators are only meaningful when they are implemented in a particular combination. Not
all indicators are allowed in every situation. Once defined, some of these indicators can only be
changed with great caution. Some control settings can only be implemented based on strict
prerequisites. For example, storage unit management can only be implemented if no stock at all
exists within a storage type. Certain capacity checks can only be activated if all factors have been
configured that pertain to that particular type of capacity check. You should be especially cautious
when changing control indicators that pertain to stock placement strategies.
There are indicators in the storage type record that can be overwritten in the movement type. That is
to say, certain functions, such as confirmation requirement for putaway and picking or allowing
posting changes in the same bin, are valid in general for a particular storage type, but not for a
particular posting (for example, goods receipts from production do not need to be confirmed).
SAP AG
LO530
6-18
Manual Bin
Fixed Bin (F)
Near Fixed Bin (K)
Addition to Existing Stock (I)
Storage Unit Type (P)
Open Storage (C)
Next Empty Bin (L)
Bulk Storage (B)
User Exit
SAP AG 1999
Stock placement strategies are used to search for an appropriate storage bin within a storage type
when goods are to be placed into storage.
For each storage type, a stock placement strategy is defined that serves to optimize warehouse usage
and the flow of materials.
SAP AG
LO530
6-19
Manual Bin
SAP AG 1999
The system does not use a strategy to search for a storage bin. The user enters the destination storage
bin when the transfer order is created. This procedure is used if the search for a storage bin is done
on-site by the warehouse worker. First the warehouse worker searches for the appropriate storage
bin. Then the data about the storage bin (for example, storage type and coordinates) is entered into
the transfer order.
We recommend that you use "no strategy" for mixed storage and interim storage types.
Since no strategy is used, you leave the Stock placement strategy field blank in the storage type
record.
SAP AG
LO530
6-20
AA
FIX-AA
FIX-BB
FIX-DD
FIX-EE
FIX-CC
Material AA
Stor. type 005
Fixed bin: Fix-AA
SAP AG 1999
With stock placement strategy F (fixed bin assignment), the system reads the fixed bin that is
defined for the storage type in the material master record.
If no fixed bin is defined, an error message appears.
Characteristics combination:
addition to existing stock allowed
capacity check
SAP AG
LO530
6-21
AA
BB
AA
FIX-AA
FIX-BB
FIX-DD
FIX-EE
FIX-CC
Material AA
Stor. type 005
Fixed bin: Fix-AA
SAP AG 1999
Strategy K refers to stock placement of a material into a storage bin NEAR the fixed bin of the
material. So that if your fixed bin is full, the system would recommend a bin in close proximity to
the fixed bin.
Strategy K will assign a destination bin in a storage area that serves as a goods buffer area for fixed
bin storage. Although the fixed bin storage and reserve storage are in the same physical unit, they
are defined as different storage types.
The same conditions must exist for both storage types. The coordinate structure for bins in both
storage types must be the same with the same sequence. The bins located above one another in the
fixed bin storage area and the reserve area must have the same coordinates in the shelf and aisle
areas, but different level numbers.
You can customize so that put away is attempted first in the fixed bin storage area, then in the
reserve area. Strategy K only searches in the reserve area and does not check the fixed bin area.
Search first occurs within the same stack, then right beside the same stack, then the aisle on the
opposite side, then neighboring aisles.
SAP AG
LO530
6-22
AA
AA
SAP AG 1999
With stock placement strategy I, the system looks for a storage bin where the material already
exists.
If the system cannot find such a bin or if the capacity of the bin will be exceeded, it looks for the
next empty bin.
Characteristics combination:
capacity check
addition to existing stock allowed
no mixed storage
SAP AG
LO530
6-23
Bin type PA
Standard
pallet
Standard
pallet
Standard
pallet
SUT: P2
02-10-01
Bin type PA
Industrial pallet
Industrial pallet
SUT: P1
02-09-01
Bin type PA
Standard
pallet
SUT: P2
02-08-01
industrial pallet
SAP AG 1999
With stock placement strategy P, the maximum number of quants is defined dependent on the bin
type and storage unit type.
The first stock placement determines how the storage bin will be divided as well as which and how
many quants can be placed into the other sections of the shelf.
If you assign the same bin type and a different storage unit type to the same section key, is also
possible for you to putaway more than one type of pallet into the same storage bin.
Characteristics combination:
SUT check
mixed storage
SAP AG
LO530
6-24
1
A
2
B
3
11
A
A
22
B
B
33
SAP AG 1999
Rack storage is frequently designed so that a shelf section can accommodate different storage unit
types (SUT). For example, a shelf section may accommodate a number.
You define the maximum number of quants for each combination of storage bin type and SUT.
The first time goods are transferred into the storage bin the system determines what type of bin
sectioning is assigned to the shelf section. The system also determines which and how many SUTs
can be transferred into the positions (compartments) of the shelf sections.
The section indicates where exactly a quant is stored within the bin. You can recognize the section
by the last positions following the \ in the bin coordinate. You can define up to 99 sections per bin.
SAP AG
LO530
6-25
Material X
Bin XXX
Bin YYY
Material F
SAP AG 1999
With stock placement strategy C, the first available storage bin in the storage section is always
proposed, unless the bin is blocked.
It is possible to enter another storage bin manually.
SAP AG
LO530
6-26
With stock placement strategy L, the system assigns the first empty bin for stock placement
(random storage). This strategy is especially suited for high rack storage and shelf storage.
The sort sequence of the storage bins can be influenced by a sort field (for example, cross-line
placement).
SAP AG
LO530
6-27
XX
Row 02
Bin:
A05-01
Quant: XX
SUT:
IP
A05-02
XX
S1
A05-03
ZZ
S1
A05-04
SAP AG 1999
SAP AG
LO530
6-28
Print Report:
Multiple Processing and
Two- step picking:
RLVSDR40
RLKOMM40
SAPSCRIPT form
Header
Transfer order
Main
section
Footer
SAP AG 1999
SAP AG
LO530
6-29
Setting Up Printing
The spool code defines data to be passed on to the spool file. This data includes number of copies to
be printed, dataset name of the printout in the spool system, whether to print immediately and
whether to delete after print.
The print code defines such things as the SAPscript form that is to be used for printing and the spool
indicator.
A Transfer Order always contains a movement type. Depending on the movement, you can assign
different printers and spool codes. You can also suppress printing of the Transfer Order if required.
You assign a print code to a movement type.
You can designate a specific printer for each storage type or picking area.
Each warehouse number must also have a print report. SAP recommends that you use a separate
print report because in most cases, modifications are required in the delivered print report. The
procedure for this is contained in the program documentation for RLVSDR40.
Before you begin the table maintenance, you should look at each table individually and see which
ones are required. Then, maintain the tables in the sequence given.
Printing user exits MWMD0001 + MWMD0002
SAP AG
LO530
6-30
SAP AG 1999
SAP AG
LO530
6-31
SAP AG
LO530
6-32
Exercises
Unit:
Goods Receipt
1-1
When material is received into your warehouse, it is placed into storage type 015.
Because this is the process for the majority of your materials, you would like to
accomplish this without using a storage type or storage section placement indicator.
The material you are testing with is T-BW04-##. You must first verify the material
master data.
1-1-1 Look at the material master record and verify that the storage section and
storage type indicators are blank. Also note the palletization data.
Stock Placement _______
Storage Section
_______
Palletization
_______________________
_______________________
SAP AG
LO530
6-33
1-2
Now you want to customize the process. In the first step, you will set the Transfer
Order to be created automatically in the background following the Goods Receipt.
Then you will customize the storage type and storage section search functions to
place the material into the appropriate storage type and section.
1-2-1 Add an entry in the LE-WM Interface table for your warehouse and
movement type 101 with reference to a purchase order so the TO is created
in the background when the transaction is run. If there is an error, you want
to send a mail message to help you troubleshoot the problem. You want to
find an existing entry in this table, copy it and modify it for your warehouse
only.
1-2-2 To direct the materials to storage type 015, you must make an entry in the
Storage Type Search table. You want materials to be first placed into 015.
If there is not available space, you want the materials to be directed first to
high rack storage type 001, then alternatively to shelf storage type 002.
Make the appropriate table entry.
1-2-3 You must now make an entry in the Storage Section Search table. When
materials arrive, you want them to go first to the smaller bins in the front
rows of the warehouse (section 001), then to the larger bins in the back of
the warehouse (section 002). Make this entry in the storage section search
table.
1-2-4 When you created the bins for storage type 015, in section 001, you created
bin type E1 and in section 002, you created bin bype P1. E1 represents the
smaller bin sizes and P1 represents the larger bins. When small pallets are
received, they will be directed to the smaller bins in section 001 first. The
larger pallets will not fit in section 001, so they will be directed to section
002. These entries are found in the Storage Bin Type Search table.
1-3
Now test your configuration. There is a purchase order that exists for material TBW04-##. Find the purchase order and process the goods receipt for a quantity of
80. You will have 1 pallet of 50 (SUT IP) and 1 pallet of 30 (SUT E1). If you have
configured the warehouse correctly, a TO will be automatically created and the
materials will be directed to storage type 015 with the pallet of 30 going to storage
section 001 and the pallet of 50 going to storage section 002. You will need to
confirm the TO before the materials are available.
1-3-1 Process the goods receipt for a purchase order for Material T-BW04-##,
quantity 80.
SAP AG
LO530
6-34
1-3-2 Display the Transfer Order and note the following information:
Item 1: Source Storage Type _____ Storage Bin ______________ Section ____
Destination Storage Type _____ Storage Bin ______________ Section ____
Item 2: Source Storage Type _____ Storage Bin ______________ Section ____
Destination Storage Type _____ Storage Bin ______________ Section ____
The storage section is not displayed on the first page of the Transfer
Order display. If you select the bin, you can see the storage section.
SAP AG
LO530
6-35
SAP AG
LO530
6-36
Solutions
Unit: Goods Receipt
Topic: Customizing the Goods Receipt
BLANK
Storage Section
BLANK
Palletization:
50 PC IP
30 PC E1
1-2
1-2-1 Tools AcceleratedSAP Customzing Edit Project Goto SAP
Reference IMG Logistics Execution Warehouse Management
Interfaces Inventory Management Define Movement Types LEWM Interface inventory management. Find the row for all warehouse
(***), Reference movement type 101, Movement Indicator B, WM
Movement Type 101. Select the row and enter Copy As. Specify the target
entry by entering your warehouse number 1##, and in the column IM ->,
enter A. Also enter an A in the Mail column to send mail in case of an error.
Enter and Save.
1-2-2 SAP Reference IMG Logistics Execution Warehouse Management
Strategies Activate Storage Type Search Determine Search
Sequence. Position on warehouse 1##, activity E. Modify the storage type
sequence of the first entry to read:
W
Oper
1##
TyIn
S S Stor
Ref.
S.
1 ST
2 ST
3 ST
015
001
002
SAP AG
Whn
Ty
1##
015
SecI
LO530
Clas
WPC
1st
2nd
001
002
3rd
6-37
SAP AG
LO530
6-38
Goods Issue
Contents:
Customizing the Goods Issue Process
SAP AG 1999
SAP AG
LO530
7-1
Course Overview
GGoods
oods Issue
Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
Conclusion
13
SAP AG 1999
SAP AG
LO530
7-2
SAP AG 1999
SAP AG
LO530
7-3
SAP AG 1999
SAP AG
LO530
7-4
Retain at destination
SAP AG 1999
When stock is removed from a storage type for which "complete removal" has been defined,
sometimes a smaller quantity remains after the required quantity is picked. The remaining quantity is
returned to a storage bin via a "return" sub-item in the transfer order.
With the Warehouse Management (WM) component there are three methods for returning quantities
to a storage bin:
Stock remains at the destination bin, that is, the storage bin to which it is being transferred
Stock is returned to the source bin, that is, the storage bin in which it was originally stored
Stock is transferred to another storage bin
- When stock is returned to another storage bin, the system uses the stock placement strategy
specified for the storage type. You can change the default that the system proposes for the
return storage bin in the transfer order.
SAP AG
LO530
7-5
Removal Strategy
Confirmation Control
Allow Negative Stock
Allow Zero Stock Check
Activate Full Removal
Activate Rounding Quantity
Post Change to Same Bin
SAP AG 1999
Again, you define important control indicators at the storage type level that determine the material
flow (putaway and picking activities) and the way inventory is handled in each storage type. These
control indicators are only meaningful when they are implemented in a particular combination. Not
all indicators are allowed in every situation. Once defined, some of these indicators can only be
changed with great caution.
Also, some control indicators for storage types are mutually exclusive; legal or internal directives
may not allow some combinations of indicators. In these cases, an error message will appear if a
combination is not allowed. You should carefully check and test any new combinations before they
are released in the production system.
SAP AG
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7-6
FIFO (F)
LIFO (L)
Partial Quantities (A)
Large/Small Quantities (M)
Cascadable with Rounding (M)
Fixed Bin Picking (P)
SLED (H)
Stringent FIFO (***)
User Exit
SAP AG 1999
A stock removal strategy is the procedure used to search for a suitable quant for stock removal
within a storage type.
For each storage type you define a stock removal strategy (FIFO for example) that serves to
optimize warehouse usage and the flow of materials.
You can define the stock removal strategy Stringent FIFO to apply to more than one storage type.
SAP AG
LO530
7-7
FIFO (F)
Goods Receipt:
3-1
4-1
5-1
3-1
SAP AG 1999
With this picking strategy the system proposes the oldest quant in the storage type as the quant that
should be transferred.
The system generally calculates the "age" (length of time in storage) of a quant on the basis of the
goods receipt posting date from the Inventory Management (IM) application component. The system
automatically sets the goods receipt date in the quant and in the transfer requirement for every goods
receipt posting in IM. When the transfer order is created, this date is copied over to the quant record
of the destination storage bin.
You can accept the goods receipt date that the system sets or you can enter a different date.
Regardless of whether the system proposes the goods receipt date or you enter a different date, the
date is used to calculate the age of the quant. This date influences the sorting sequence for each
material.
SAP AG
LO530
7-8
LIFO (L)
5-4
5-3
5-1
SAP AG 1999
For some warehouse organizations or sectors of industry, the FIFO principle cannot be used. For
example, in the building material industry material that is being stored temporarily, that is, material
that is going to be transferred immediately out of the warehouse, is stacked on material that is
already in the warehouse. If the FIFO strategy is used during picking, the material lying on top must
be moved so that the warehouse worker can reach the material with the oldest goods receipt date.
The LIFO strategy is provided for such situations. When the system searches for a quant to remove
from stock, it always selects the last quant that was placed into stock.
SAP AG
LO530
7-9
100 pcs
Order
amount
100 pcs
80 pcs
100 pcs
30 pcs
SAP AG 1999
With stock removal strategy A, the system compares the requirement quantity with the largest bin
quantity in the storage type. If the requirement quantity is the same or larger (for example, because
an entire pallet is required), stock is removed from this bin. If the requirement quantity is smaller, it
is removed from a pallet with a partial quantity.
When the system searches for a quant, it follows these steps:
If the required quantity in the transfer order is the same or greater than the quantity of a standard
storage unit, the system attempts to remove a standard storage unit from stock.
If no standard storage units are available, partial storage unit quantities are used.
If the required quantity in the transfer order is less than the quantity of the standard storage unit,
the system first tries to remove partial storage unit quantities from the stock.
If no partial storage unit quantities are available, full storage units are broken.
SAP AG
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7-10
Quantity to be removed
smaller / larger than
control quantity
?
Fixed bin storage
Small quantity
Stock removal strategy: M
Large quantity
SAP AG 1999
With stock removal strategy M, only an amount smaller than or equal to the control quantity
defined in the material master record can be removed from the storage type.
If the requirement quantity is larger than the control quantity, the system searches for a quantity in
the next storage type (default vector in the storage type search table).
SAP AG
LO530
7-11
1 - 19 = Piece
Storage Type=005
Control Qty = 19
Material Master:
Palletization Qty = 100
20-100 = Box
Storage Type = 001
Control Qty = 99
Rounding Qty = 20
SAP AG 1999
SAP AG
LO530
7-12
AA
BB
FIX-AA
FIX-BB
FIX-DD
FIX-EE
FIX-CC
Material AA
Stor. type 005
Fixed bin: Fix-AA
SAP AG 1999
Picking Strategy P allows the bin from the material master to be posted, even if the bin has no stock
quantities, thus driving the on hand balance of the fixed bin to a negative quantity.
Characteristics combination:
Stock Placement Strategy F
Negative Stocks are allowed
SAP AG
LO530
7-13
IM
Goods receipt area
OK
Goods receipt
Material 4711
Expiration date 13 July
Goods issue
on 22 February
Material 4711
4711
6/10
4711
4/3
4711
7/13
Stock removal
strategy H
Goods issue area
4711
3/21
Material 4711
Minimum
remaining time
150 days
SAP AG 1999
For materials managed with shelf life expiration date (SLED), the expiration date is noted in the
quant data when the goods are received. At that time the system checks whether the SLED entered is
allowed or not.
By using stock removal strategy H, you ensure that materials with the fewest days remaining
before the expiration date are removed from storage first.
A report is also available to select and list materials in the warehouse that respond to a user-defined
remaining time before a given expiration date. This is known as the shelf life expiration date (SLED)
control list.
For materials that are managed in batches, the processing of materials that are to be removed from
stock can be handled using the general batch search task.
SAP AG
LO530
7-14
C S
Class
WPC
100
001 002
100
FIX
005
100
REG
***
***
SAP AG 1999
It is generally assumed that only one picking strategy is allocated to each storage type. However, a
strategy based on the storage type is not usable in all sectors of industry.
In WM, it is possible to remove stock according to the FIFO principle by taking into account all
quants within a warehouse. In this case, the system does not scan individual storage types in
sequence but it proposes the oldest quant in the entire warehouse as the quant to be removed from
the warehouse. The system does not take into account the picking strategies specified for the
individual storage types. This would lead to inconsistencies.
Some storage types should be excluded from the stringent FIFO strategy, otherwise incorrect picks
would result. For example, the interim storage area for differences should be excluded from the
stringent FIFO strategy. The stringent FIFO strategy is set or switched off in the table Exclusion of
storage types from Stringent FIFO.
SAP AG
LO530
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SAP AG 1999
SAP AG
LO530
7-16
Exercises
Unit:
Goods Issue
1-1
When materials are requested from outside departments, you first process the issue
in IM and then follow through with the WM transactions. You want to customize
the system to follow the business scenario outlined above. You will be testing with
material T-BW04-##.
1-1-1
Check the material master record and verify the Stock Removal indicator.
Stock Removal: _________________
SAP AG
LO530
7-17
1-2
1-3
StorType
Available
For Putaway
Pick
Quantity
T-BW04-##
1-3-2 Issue 100 of material T-BW04-## to cost center 1000.
1-3-3 Process the TO in the foreground. During the processing of the TO, list the
quants and choose one from the list.
1-3-4 Confirm the TO as a separate step.
1-3-5 Check your stock situation once again.
Material
StorType
Available
For Putaway
Pick
Quantity
T-BW04-##
SAP AG
LO530
7-18
Solutions
Unit:
Goods Issue
1-1
1-1-1 Logistics Logistics Execution Master Data Material Material
Display Display Current Status. Enter material T-BW04-##. Select
the Warehouse Management 1 view for your warehouse number 1##.
Stock Removal BLANK
1-2
1-2-1 Tools AcceleratedSAP Customzing Edit Project Goto SAP
Reference IMG Logistics Execution Warehouse Management
Interfaces Inventory Management Define Movement Types
Assign WM movement type references to IM movement types. Position on
Movement Type 201, Quantity Updating (X), Value Updating (X).
IM Movement 201 Reference Movement: 201
1-2-2 SAP Reference IMG Logistics Execution Warehouse Management
Interfaces Inventory Management Define Movement Types
LE-WM Interface inventory management. Position on Warehouse number
***, Reference movement type 201. Select the row and enter Copy As.
Specify the target entry by entering your warehouse number 1##, and in the
column IM ->, enter X. Enter and Save.
1-2-3 SAP Reference IMG Logistics Execution Warehouse Management
Strategies Activate Storage Type Search Determine Search
Sequence. Position on warehouse 1##, activity A. Modify the storage type
sequence of the first entry to read:
W
Oper
1##
SAP AG
TyIn
S S Stor
LO530
Ref.
S.
1 ST
2 ST
015
***
3 ST
7-19
1-3
1-3-1 Favorites Warehouse Management Stock Overview
1-3-2 Logistics Logistics Execution Outbound Process Goods Issue for
Other Transactions Enter Goods Issue.
1-3-3
SAP AG
Values
Movement Type
201
Plant
1000
Storage Location
01##
Cost Center
1000
Material
T-BW04-##
Quantity
100
When you save, you are now in the TO Processing screen. Select Enter.
Choose Stock Figures. Enter the quantity for removal from each quant and
Save.
1-3-4
1-3-5
LO530
7-20
Posting Changes
Contents:
Stock Transfer: Logical vs
Physical
Bin to Bin Movements
Change in Stock Category
Material to Material/Batch to
Batch Transfer
Initiate Post Change from WM
SAP AG 1999
SAP AG
LO530
8-1
Course Overview
Goods Issue
Logistics Execution
Overview
Post Changes
Posting
in
Chan g
ges
Warehouse Management
Structure
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
Conclusion
13
SAP AG 1999
SAP AG
LO530
8-2
SAP AG 1999
SAP AG
LO530
8-3
SAP AG 1999
SAP AG
LO530
8-4
Stock Transfer
Distribution Center
Materials Warehouse
Physical movement
Unrestricted Use
Transfer Posting
In quality inspection
Logical movement
SAP AG 1999
Although postings are made in both cases, simple transfer postings differ from stock transfers in
that transfer postings do not usually also involve a physical material movement; instead, simply the
stock type, batch number, or material number is changed.
Further examples of transfer postings are postings recording release from quality inspection or the
transfer from blocked material into unrestricted stock, a change in the stock category of the material
SAP AG
LO530
8-5
Trans. order
without
reference
Transfer order
Confirm
TO
Material available
SAP AG 1999
To transfer stock from one storage bin to another storage bin within the same warehouse, you
manually create and confirm a transfer order for the material to be moved. A transfer requirement is
not needed.
Since the total quantity of stock in the warehouse remains the same, stock movements that take place
within the same warehouse number do not require the use of the Inventory Management system.
SAP AG
LO530
8-6
SAP AG 1999
The new report Stock Transfer allows the creation of Transfer Orders from a list of bin stock.
The following tasks can be performed from this report:
Clear bins or bin (for example, because of maintenance work or for other reasons).
Group together stocks that are dispersed throughout the warehouse (consolidation).
Supply stocks to a picking area.
Transfer stock as soon as a specified capacity has been reached.
Transfer stock when there has been a change in the storage classes in a storage type.
SAP AG
LO530
8-7
1994
Sharp Cheese
Mild Cheese
Batch
Batch
SAP AG 1999
A stock transfer from material to material requires that both materials are managed in the same base
units of measure.
A stock transfer from material to material can be necessary if a material changes over the course of
time. It no longer matches the data defined in the material master, but rather fits the criteria of
another material master number. This typically occurs in the chemical and pharmaceutical
industries.
Use the same transaction to change the batch identification of a material. Enter the same material
number, but change the batch information.
SAP AG
LO530
8-8
Example:
Posting change
notice
Material A
to
Material B
Mat.
Src
Dest
001
922
001 01-01-01
001 PC area
Item 2
Mat.
Src
Dest
922
001
001 PC area
001 01-01-01
SAP AG 1999
A posting change or stock transfer is first posted in the Inventory Management system as a transfer
posting. As a result, the system creates a posting change notice and two quants in the posting
change area (a logical interim storage area).
You process the posting change in the WM system by creating a transfer order for the posting change
notice.
You can post the posting change quantity to the original bin or to another storage bin.
SAP AG
LO530
8-9
Company code
Company code
Plant
Plant
Storage Location
Storage Location
SAP AG 1999
SAP AG
LO530
8-10
Plant 1
Plant 2
Plant 1
0088
0088
Storage
location
0099
001
Warehouse
002
Stock Removal
Storage
location
Warehouse
Stock Placement
Plant 2
0099
001
Posting Change
SAP AG 1999
A plant-to-plant transfer posting in the Inventory Management system can result in a posting change
within a warehouse number.
If stocks for two separate plants are managed within the same warehouse number, a transfer posting
in the Inventory Management system results in a posting change within the warehouse number (in
the WM system).
However, if the two plants are managed in two separate warehouse numbers, the transfer posting
results in a stock removal from the one warehouse number and a stock placement into the second
warehouse number.
SAP AG
LO530
8-11
Tr. requirement
50 pieces
Reserve storage
GR area
50 pcs
GR posting
A Q
50 pcs
A Q
Posting changes
(Release from
quality inspec.)
Material A
100 pcs
Posting change
area
A Q -100
A
+100
SAP AG 1999
To release materials from quality inspection, you can carry out a transfer posting in the Inventory
Management system or make a usage decision for an inspection lot in the Quality Management
System.
Afterwards, you create a transfer order for the posting change notice in the WM system. This is used
to convert the material quants (possible on a material document basis) with stock category Q.
If a transfer requirement for the stock placement is still open, this is also updated by the posting
change.
Depending upon the set-up, it is possible for the system to create transfer orders automatically in the
background.
Again, the posting change quantity can be posted to the original bin or to another storage bin.
SAP AG
LO530
8-12
WM
IM
Posting
Change
Posting
Change
Automatic Update
SAP AG 1999
The transaction Transfer Posting in WM and IM will process posting changes for quants entirely
from within WM. The entire quant must be selected.The system then performs all necessary
processes in Inventory Management.
With this program, no posting change notice is created in Warehouse Management so you can carry
out certain posting changes directly as a one-step process.
SAP AG
LO530
8-13
IM
Movement
Type
B
B
Stock
Category
Source
Stock
Category
Destination
Special
Stock
Source
Quality to Unrestricted
Special
Stock
Destination
Consignment to Own
SAP AG 1999
SAP AG
LO530
8-14
SAP AG 1999
SAP AG
LO530
8-15
SAP AG
LO530
8-16
Exercises 1
Unit:
Posting Changes
1-1
Move a quant from a bin in storage type 007 to a bin in storage type 001 by creating
a TO without reference.
1-1-1 Look at the Bin Stock per Material for material T-BW08-##. Note several of
the quants in Storage Type 007.
Storage Type
Storage Bin
Total Stock
007
007
007
007
1-1-2 You want to move one quant from storage type 007 to storage type 001 (high
rack storage). Create a Transfer Order without reference and move the
material from storage type 007 to storage type 001 into an available bin.
1-1-3 Confirm the TO.
SAP AG
LO530
8-17
1-1-4 Display the Bin Stock per Material and note the change.
Storage Type
Storage Bin
Total Stock
001
007
007
007
1-2
You have just been notified that the maintenance department needs to fix some of
the shelving in Storage Type 007 Section 002 area. You must select all materials in
the Storage Type 007 Section 002 and move them to Storage Type 007 Section 001
while this maintenance occurs.
1-2-1 Look at the function Create Transfer Orders from List. You want to select
those materials that are in Section 002, but the Section is not visible from the
current list display. Change the display list format so the section is visible.
You can remove other information that is not relevant as you wish (for
example, Special Stock Number). Save the new display format as a variant
with the name Group-##.
1-2-2 Using the Create Transfer Orders from List function, create the appropriate
Transfer Orders to move the material in Storage Type 007, Section 002 to
Section 001 of the same storage type. Transfer the quants in the foreground
and choose to confirm the TO immediately.
1-2-3 Refresh the list to see the effect of the movements.
SAP AG
LO530
8-18
Solutions 1
Unit:
Posting Changes
1-1
1-1-1 Logistics Logistics Execution Internal Whse Processes Bins and
Stock Bin Stock per Material
1-1-2 Logistics Logistics Execution Internal Whse Processes Stock
Transfer Create Transfer Order No Source Object.
Field Name or Data Type
Values
Movement Type
999
Material Number
T-BW08-##
Requested Quantity
(from 1-1-1)
Enter. Enter the Source information from 1-1-1 (Source Storage Type and
Bin) and enter 001 in the Destination Storage Type and press enter again to
let the system find an appropriate bin for placement.
1-1-3 From the Create Transfer Order: Initial Screen, select Transfer Order
Confirm Transfer Order. Alternatively, select Favorites Confirm
TO, One Step.
1-1-4 Logistics Logistics Execution Internal Whse Processes Bins and
Stock Bin Stock per Material
SAP AG
LO530
8-19
1-2
1-2-1 Logistics Logistics Execution Internal Whse Processes Stock
Transfer Create Transfer Order From Stock List.
Field Name or Data Type
Values
Warehouse Number
1##
Storage Type
007
Material Number
T-BW08-##
Movement Type
999
Select Current Display Variant. Select Storage Section from the right side
of the display and choose the single arrow pointing to the left. Select any
fields as you wish from the left and move to the right to remove them from
the display. When you have finished, select Copy. Select Save Display
Variant and save your changes under Group-##, TO List Display. Exit the
list.
1-2-2 Execute the TO from Stock List again as above, but this time enter Group## in the Display Variant field. Select all the lines from storage type 002
then select Stock Transf.frgrnd.
Field Name or Data Type
Values
Storage Type
007
Storage Section
001
Confirm Immediately
Select
1-2-3 Refresh
SAP AG
LO530
8-20
Exercises 2
Unit:
Posting Changes
Transfer Postings are movements within the warehouse that can be either
physical (moving a material from one place to another) or logical
(changing the identification or characteristic of a material). These
Inventory Management Transfer Postings cause Posting Change Notices
to be created within the warehouse. Examples of IM Transfer Postings
that cause posting change notices include inventory releases from Quality
Inspection or Block Stock, material revision changes that change the
identification of a material, or changes and corrections to a batch
managed material. In this exercise, you will change the identification of a
material and process the resulting posting change notice in the
foreground.
2-1
You have a quantity of 100 pumps material number T-BW-## in your warehouse.
Engineering notifies you that 25 of these pumps have been retested and are now to
be identified as T-MS-## pumps.
2-1-1 Look at the stock balances for the materials T-BW-## and T-MS-##.
Material
Stor Type
Available
Available
T-BW-## 015
Material
Stor Type
T-MS-##
2-1-2 Execute the Transfer Posting Material to Material to change 25 pumps
from material number T-BW-## to T-MS-##.
SAP AG
LO530
8-21
Stor Type
Available
Available
T-BW-## 015
922
TOTAL
Material
Stor Type
T-MS-##
922
TOTAL
2-1-4 Process the Posting Change that was created in the warehouse.
2-1-5 Confirm the TO.
2-1-6 Display the WM Stock Overview again.
Material
Stor Type
Available
Available
T-BW-## 015
TOTAL
Material
Stor Type
T-MS-##
005
TOTAL
SAP AG
LO530
8-22
Solutions 2
Unit:
Posting Changes
2-1
2-1-1 Favorites Warehouse Management Stock Overview. (Note: While you
do have an inventory balance for T-BW-##, there is no inventory yet for TMS-##.)
2-1-2 Logistics Logistics Execution Internal Whse Processes Post
Change Via Inventory Management Enter Posting Change.
Field Name or Data Type
Values
Movement Type
309
Plant
1000
Storage Location
01##
Receiving Material
T-MS-##
Material
T-BW-##
Quantity
25
2-1-3 From the Enter Transfer Posting: Initial Screen select Environment
Stock Overview Stock Material. To see the WM inventory, select the
line, then select Environment WM Stocks.
2-1-4 Logistics Logistics Execution Internal Whse Processes Post
Change Via Inventory Management Transfer Order Create
From List of Posting Change Notices. Display the posting change notices
for your warehouse. Select the line and choose Create trans.order. Select
the line for Stock in Storage Types, then choose Quant List. Select quants as
appropriate up to the quantity of 25 and indicate that quantity in the field
provided. Then choose Process in the foreground. Choose enter (for each
quant) and save.
2-1-5 Favorites Confirm TO, One Step
2-1-6 Favorites Warehouse Management Stock Overview
SAP AG
LO530
8-23
SAP AG
LO530
8-24
Exercises 3
Unit:
Posting Changes
3-1
You want to process movements into and out of Blocked Stock, initiating those
movements from within the warehouse. You will create two new WM movement
types and customize the IM interface for posting changes to allow this transaction
to occur within the warehouse.
3-1-1 Create two new WM Movement Types (943, 944) by copying 309 with the
following changes:
Allow manual TO creation
Allow TO to be confirmed immediately
Propose Confirmation
3-1-2 Define the control for the posting change activity from Blocked Stock (S) to
Unrestricted Use (Blank). Also define the control from Unrestricted Use to
Blocked Stock.
SAP AG
LO530
8-25
3-2
StorType
Available
For Putaway
Pick Quantity
T-BW-##
3-2-2 Now execute the transfer posting from within WM, converting a quant of
the T-BW-## pumps from Unrestricted to Blocked Stock.
3-2-3 What TO number is generated? ____________
3-2-4 Check the stock overview again.
Material
StorType
Available
For Putaway
Pick Quantity
T-BW-##
SAP AG
LO530
8-26
Solutions 3
Unit:
Posting Changes
3-1
3-1-1 SAP Reference IMG Logistics Execution Warehouse Management
Activities Transfers Define Movement Types. Position on your
warehouse, movement type 309. Select 309 and choose Copy As. (Repeat
for movement type 944.)
Field Name or Data Type
Values
Movement Type
943; 944
Not selected
Selected
Propose Confirmation
Selected
SAP AG
Values
Warehouse
1##
WM Movement Type
943
IM Movement Type
343
(Blank)
Warehouse
1##
WM Movement Type
944
IM Movement Type
344
(Blank)
LO530
8-27
3-2
Field Name or Data Type
Values
Warehouse Number
1##
Movement Type
944
Material
T-BW-##
Plant
1000
SAP AG
LO530
8-28
Production Integration
Contents:
WM Staging
Customizing Production Integration
Kanban Replenishment
SAP AG 1999
SAP AG
LO530
9-1
Course Overview
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Prod
uc Integration
Production
Integ tion
ratio
n
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
Conclusion
13
SAP AG 1999
SAP AG
LO530
9-2
SAP AG 1999
SAP AG
LO530
9-3
SAP AG 1999
SAP AG
LO530
9-4
WAREHOUSE STRUCTURE
R
E
C
E
I
V
I
N
G
902
003
0xx
002
001
005
100
901
916
Warehouse 100 Storage Location 0100
Shipping
SAP AG 1999
In this example, the Production Area is managed within a WM-relevant Storage Location.
SAP AG
LO530
9-5
Warehouse
Management
Inventory
Management
Transfer Requirement
Transfer Order
Confirm TO
Backflush Components
Transfer Requirement
Transfer Order
Confirm TO
SAP AG 1999
The production order process has many steps from the creation of the production order through the
putaway of the finished assembly or sub-assembly. Typically, many people are involved in the
process. It is possible to automate several of these steps. It is important that the companys business
process is understood so that the appropriate steps are automated.
SAP AG
LO530
9-6
Work
Center B3
Work Center A1
Production Supply Area
Storage Location
SAP AG 1999
Production supply areas (PSAs) are used for material replenishment and are situated directly on the
shop floor in the production department. The PSA groups work centers near production storage bins
based on the material staging methods.
The PSA is defined for the storage location and assigned in the work center master data.
SAP AG
LO530
9-7
Control Cycle
Material
Plant
Supply Area
Control Data:
Destination Data:
Number of KANBANs
Kanban Quantity
Warehouse Number
Storage Type
Storage Bin
Staging Indicator
Storing Position
SAP AG 1999
The control cycle record is made up of the plant, production supply area and material and determines
for the WM-PP interface the production storage bin and the type of material staging that is used. The
production storage bin is defined by the whole key: warehouse number, storage type and bin.
You can also define a control cycle without specifying the material. This general entry is valid for all
materials in the supply area for which no control cycle has been defined.
The control cycle establishes how and to where a material is to be supplied within a production
supply area.
SAP AG
LO530
9-8
Pick Parts
Production
Order
Crate Parts
Manual Staging
SAP AG 1999
Pick parts are provided in the quantities requested as specified in the production order. These parts
can be provided in a physical storage bin or in the dynamic storage bin for the Production Order.
For this type of material staging, transfer requirements can be created:
automatically when the production order is released
manually.
Crate parts are ordered manually when a crate is almost empty.
For Release Order parts, the transfer quantity is calculated based on the planned quantities of
components of selected, released orders. The stock situation in the production area and the
replenishment storage types are included in this calculation.
Set the indicator to Manual Staging if you want to handle the process manually.
SAP AG
LO530
9-9
PR Bin-1001
PO 6000378
A
For production supply, you can define a storage bin as a physical or dynamic location.
Production storage bins that are used for material staging are determined based on the control cycle.
SAP AG
LO530
9-10
Material Supply
Transfer
Requirement
Production Order
Transfer
Order
Components
Materials
Staged
SAP AG 1999
Planning function
The transfer requirement (TR) does not block materials, but notifies warehouse management that a
particular material is needed on a certain date in a specified quantity at a specified production storage
bin.
Request for Material Staging
Production workers request the needed materials with a transfer requirement. The TR can be created
from within the Production Order function (Goto > WM Picklist or Functions > WM Material
Staging > Proceed ) or from within Logistics Execution (Outbound Process > Goods Issue for Other
Transactions > Prepare Production Supply > For Production Order/Crate Part/Release Order Part).
Warehousing personnel transfer the material based on a transfer order created from the TR.
The availability check in the production order ensures the availability of materials at the storage area
level.
You can control automatic transfer order creation within the Production Scheduling Profile in
Customizing.
SAP AG
LO530
9-11
01/01
TRANSFER
REQUIREMENT
Mat: 4711
900 lbs
To: 100 01/01
TRANSFER
ORDER
Mat: 4711
600 lbs
From: 001
01-01-01
To: 100
01/01
Examples:
- minimum use
- material change
- workstation change
- previous overdelivery
SAP AG 1999
SAP AG
LO530
9-12
Storage
01/01
TRANSFER
ORDER
Material: 4711 600 lbs
From:
001 01-01-01
To:
811 01/01
WP 1
SAP AG 1999
SAP AG
LO530
9-13
Usage posting
03/01
01/01
PSA1
WS 1
WS 3
05/01
PSA2
PSA3
WS 5
WS 6
WS 2
WS 4
SAP AG 1999
The final step in the material staging process is to post a goods issue for consumption. When a
production order is completed, the materials have been removed from the production storage bins in
the warehouse and the final product has been fully assembled, it is still necessary to balance the
stock quantities in the IM and WM systems.
You post the use of materials to the database either by "backflushing" with the completion
confirmation or directly in the IM system. This posting is necessary to reduce the stock quantities in
the production storage bins of the WM and IM systems.
Since the transfer requirement for the production order was created far in advance of this goods issue
posting, the materials are delivered in a timely manner to the production storage bins. You post the
actual goods issue in the IM system (or in the PP system) after the product has been assembled in
production.
Since the production storage bin was noted in the production order when it was released, the material
usage posting reduces the quantity in the production bins (in the system) and no further action is
required in the WM system.
SAP AG
LO530
9-14
System Definition
Define a Production
Storage Type
Create the Production
Supply Area
Define a Movement Type
Assign Movement Type to
the Production Storage Type
Create the Production
Storage Bins
Define the Control
Cycle Records
Warehouse
Management
Customizing
SAP AG 1999
The physical production bins are defined in the Warehouse Management system.
If all materials are staged as pick parts to a collective storage bin or dynamic coordinates are used,
generally, only one material-independent control cycle per production supply area is sufficient.
SAP AG
LO530
9-15
There are
no dynamic coordinates.
SAP AG 1999
The high flexibility of the processes necessary to pick materials directly for serial orders requires
extremely complex organization.
The timing of material supply should be organized as follows:
Early enough to carry out the physical supply using the WM system on time
Late enough to avoid charges that are relevant to material supply (location, material, etc.)
Especially when many changes must be made, it is recommended that you use crate parts as a
material staging type.
SAP AG
LO530
9-16
Standard Reports
Material Stock at
Production Storage Bin
Analysis of Production
Orders
SAP AG 1999
SAP AG
LO530
9-17
SAP AG 1999
SAP AG
LO530
9-18
KANBAN 1
Storage Location 0001
KANBAN 2
R
E
C
E
I
V
I
N
G
WAREHOUSE STRUCTURE
003
901
150
001
002
902
200
007
005
916
Shipping
SAP AG 1999
In this example, KANBANs are managed in their own storage location that is not WM-relevant. The
KANBAN storage location must be different from the WM storage location from which the
replenishment materials are taken.
SAP AG
LO530
9-19
KANBAN
Demand
Supply
full
full
full
Material
empty
KANBANCard
SAP AG 1999
With KANBAN, the material flow is organized by containers that are located at the work centers.
They contain the amount of material that the workers need at their work center for a certain period of
time. If the container is emptied by the demand, KANBAN replenishment is triggered. Supply source
for the requested material can be another production unit, the warehouse, or a vendor. Since the
container arrives at the work center, the worker can help himself from further containers.
The goal is that production controls the production process itself and the effort for the worker in
production is reduced. Stocks and lead times can be reduced by the self controlling and
replenishment created close to actual requests (replenishment is started when the material is needed).
Material is staged in production where it is needed. It is available in small buffers; material staging
doesnt have to be planned. Instead, material is replaced very soon by KANBAN.
As of release 4.5A, Warehouse Management (WM) is interfaced to the SAP Production Planning
(PP) application component to replenish kanban stock to production supply areas. Prior to Release
4.5A, replenishment from a WM warehouse could only take place as a stock transfer between two
storage locations. This stock transfer had to be started in Inventory Management. With the new
process you can initiate replenishment directly from within WM.
SAP AG
LO530
9-20
Warehouse
Automatic or
manual creation
of a Transfer
Order in WM
Empty
full
Confirmation of
the TO sets
KANBAN to full
and posts stock
transfer to
KANBAN
storage location
SAP AG 1999
To provide KANBAN replenishment from a WM warehouse to production, you need to carry out
the following steps:
1. Request the KANBAN replenishment either manually using the PP system or by scanning a bar
code. Set the container to empty. The system records the request in the form of a transfer
requirement (TR). The WM transfer requirement number appears in the KANBAN itself. From
the KANBAN information window, you can display the corresponding transfer requirement
from within the WM system.
2. Process the transfer requirement (TR) like any normal TR in WM by creating a transfer order
(TO) for it.
3. Confirm the transfer order. Once you confirm the TO, the system updates the KANBAN in PP
by setting the status to "full". As an alternative to confirming the TO, the confirmation of the
replenishment can take place in the KANBAN. If you set the status of the KANBAN to "full",
the system confirms the corresponding TO automatically.
4. After the replenishment has been processed in WM, a stock transfer results between the WM
storage location and the KANBAN storage location. The system can process this stock transfer
automatically when the TO is confirmed or you can process it manually by selecting PostChange
Inventory management Stor.loc. to stor.loc. from the WM menu bar.
SAP AG
LO530
9-21
SAP AG 1999
To activate KANBAN in WM, you need to take the following into consideration in the KANBAN
control cycle:
KANBAN replenishment must be defined using its own KANBAN storage location that must be
different from the WM storage location.
Change system parameters in customizing:
You define the strategy for the KANBAN replenishment under Production KANBAN
Replenishment strategies Define stock transfer strategies in the SAP Implementation Guide. Set
the control type for the stock transfer stratgies to Transfer reqmts from a storage location
controlled by WM.
You need to specify this replenishment strategy which is specifically defined for KANBAN
replenishment.
For the replenishment storage location, you need to enter a WM-relevant storage location. This
way, the system knows that it is dealing with a WM-relevant replenishment. In addition to the
storage location, you need to enter the WM data to include the warehouse number, storage type as
a KANBAN interface (storage type 150 in the standard system) and the storage bin..
Set up the appropriate replenishment movement type for KANBAN in WM (standard is movement
type 350).
Setup the storage location control for manual posting chnages or for automatic processing.
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SAP AG 1999
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Exercises 1
Unit:
Production Integration
In your company, you have materials that are supplied to the production
line in three different ways. First, you have crate materials that are
supplied to the line based on container quantities. When one container
becomes empty, that container is refilled and returned to the line based on
a visual cue. These parts are typically parts that are common to multiple
assemblies and are often large, bulky materials.
Second, you have materials that are picked specifically for a production
order, depending on the product that you are building. These parts are
typically more specialized, and may be high dollar inventory items that
are supplied to the line only when you are building a particular product.
Third, you have materials that are supplied to the line for several
production orders at a time. These are typically floor stock type items like
nuts, bolts and screws, where you want to have 3-6 months of inventory
available on the production floor.
In this exercise, you will define the process for production orders such
that all three material staging types are utilized. Engineering has designed
a new flywheel for an existing pump. It is your responsibility to set up the
production line for this new material so that the new, revised pump can be
manufactured on your existing production line. You want to set this
material up to be stored at point of use on the production floor and
replenished based on a visual cue.
You will verify the supply area, create a control cycle for the new
material, enter a production order for the new pump, stage all the required
materials, complete the production order and stock the finished assembly.
This exercise covers the full circle of events required for managing the
entire production process.
Keep in mind that the steps in this exercise are not necessarily all
performed by warehouse personnel, but are generally performed by a
combination of production, planning and warehouse personnel. As you
work through the exercise, think about which personnel in your company
might perform each task.
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PART ONE:
2-1
In Part One of this exercise, you will set up the production supply process,
verifying the configuration and creating or changing the necessary master data.
2-1-1 Look at the Production Supply Area PVB 1310## in the Warehouse Master
Data.
Which Storage Location is assigned to your supply area? _______
2-1-2 The production supply area is linked in Production Planning to the Work
Center. Go to the work center T-WM## Basic Data view and verify that the
correct supply area is assigned.
2-1-3 Use Field Level help to determine where in R/3, other than WM, is the
Supply Area Used? _______________________________________
2-1-4 Display the Control Cycle and verify the following:
In order to have pick parts staged by production order, there must be one
material-independent control cycle. Does this control cycle exist? _____
For this material-independent control cycle, to which bin will the materials
be delivered ? _________________
2-1-5 There is a release order part T-BW07-## in your process. Verify the
control cycle for this material. What is the staging indicator for this control
cycle record? __________________
2-1-6 The new flywheel, T-BW01-##, is a crate part and is delivered to the
production line based on a visual cue. There are 2 Containers, each holding
20 flywheels. The container is stored on the production floor in storage type
100 in a bin labeled PROD-1310. When one container becomes empty, it is
replenished from the warehouse. Based on this information, create a control
cycle record for this flywheel.
Field Name or Data Type
Values
No. of Kanbans
Kanban Quantity
Warehouse Number
Storage Type
Storage Bin
Staging Indicator
Why cant you use a dynamic bin for a crate part? ________________
_________________________________________________________
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2-1-7 For this control cycle, you must request the first lot of materials to be
delivered to the floor. Perform WM Staging on the crate part to create a
Transfer Requirement in the warehouse. (Note: Typically, this task is
performed by either a production worker or a material handler in production
when the materials need to be refilled. Since this is a new control cycle, this
first request is to get the process started.) Create the TR, but do not process
it yet.
Transfer Requirement _____________
PART TWO:
3-1
Production Order
Order Type:
PP01
Material
T-MS-##
Quantity
10
Delivery Date
SAP AG
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9-27
4-1
Back in the warehouse, there are requirements to be processed from the warehouse
to the production floor.
4-1-1 Display the Transfer Requirements that have been created by the WM
Staging. What requirement type should you use to display production
requirements? ______
Leave the Requirement Number blank so you see all requirements for
production.
4-1-2 Process the TRs by converting them to Transfer Orders.
TO Numbers ________ __________
4-1-3 Confirm the Transfer Orders.
4-1-4 Look at the Stock Overview for materials T-BW01-## (Flywheel Crate
Part); T-BW03-## (Shaft Pick Part); and T-MS-## (Finished Pump).
Material
StorType
Available
For Putaway
Pick Quantity
T-BW01-##
T-BW03-##
T-MS-##
5-1
Confirming the Production Order confirms that the work has been completed and
signals that you have consumed the materials from the production floor. It is
possible to have the system complete the finished assembly at this point, delivering
the finished pump to the warehouse for put away into stock. In our test system, the
confirmation of the Production Order will consume all of the materials required to
build the assembly and perform the receipt of the finished assembly into stock.
5-1-1 In PP, perform the Completion Confirmation.
How many goods issues were processed? _______ Failed? ________
5-1-2 Recheck your stock for the materials T-BW01-##, T-BW03-## and T-MS##.
Material
StorType
Available
For Putaway
Pick Quantity
T-BW01-##
T-BW03-##
T-MS-##
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6-1
The Production Order accomplished two functions: consumed the components and
received the finished pump into the warehouse. Now you must process the finished
pump to the fixed bin in the warehouse.
6-1-1 Process the finished pump to its final destination bin. Which storage type/bin
is suggested by the TO you created? ________________________
Where does the system get that information? ________________________
6-1-2 Confirm the TO.
6-1-3 Check stock on the T-MS-##.
Material
StorType
Available
For Putaway
Pick Quantity
T-MS-##
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SAP AG
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Solutions 1
Unit:
Production Integration
PART ONE:
2-1
2-1-1 Logistics Logistics Execution Master Data Warehouse
Production Supply Production Supply Area Display. Enter Plant
1000. Select the line for PVB 1310##, and choose Details. Your storage
location 01## is assigned to your supply area.
2-1-2 Logistics Production Master Data Work Centers Work Center
Display. Enter Plant 1000 and Work Center T-WM## and choose Basic
Data.
2-1-3 Position on the field: Supply Area and Choose F1. The Supply Area is used
in Kanban and in Warehouse Management.
2-1-4 Logistics Logistics Execution Master Data Warehouse
Production Supply Control Cycle Production Supply Display.
Field Name or Data Type
Values
Material
Blank
Plant
1000
Supply Area
PVB 1310##
Values
Material
T-BW07-##
Plant
1000
Supply Area
PVB 1310##
SAP AG
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9-31
Values
Material
T-BW01-##
Plant
1000
Supply Area
PVB 1310##
No. of Kanbans
Kanban Quantity
20
Warehouse Number
1##
Storage Type
100
Storage Bin
PROD-1310
Staging Indicator
You cant use a dynamic bin for a Crate Part because Crate Parts are
delivered to the production area without regard to the production order
number.
2-1-7 Logistics Logistics Execution Outbound Process Goods Issue for
Other Transactions Prepare Production Supply For Crate Part.
Enter the material T-BW01-## and select WM Material Staging. Select WM
Material Staging again to create the TR and Save. Select Logistics
Logistics Execution Internal Whse Processes Transfer Requirement
Display By Requirement. Use Requirement Type P and enter to see
the Transfer Requirement that was created by the WM Staging Process. (Do
not process it yet.)
SAP AG
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PART TWO:
3-1
3-1-1 Logistics Production Production Control Order Create
With Material.
Field Name or Data Type
Values
Material
T-MS-##
Production Plant
1000
Order Type
PP01
Total quantity
10
Finish
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SAP AG
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Exercises 2
Unit:
Production Integration
In one area of your company, you are running a separate storage location
using KANBAN as your method of resupply to production. You need to
configure the system so that materials can be supplied from your
warehouse to the production area using KANBAN methodology.
In this exercise, you will configure the system and create the master data
required for utilizing the KANBAN functionality. This exercise covers
the full circle of events required for managing the entire production
process.
Keep in mind that the steps in this exercise are not necessarily all
performed by warehouse personnel, but are generally performed by a
combination of production, planning and warehouse personnel. As you
work through the exercise, consider which personnel in your company
might perform each task.
1-1
First you must define the control between Production and the Warehouse. In
Production Customizing, verify the Stock Transfer Strategy.
1-1-1 In the Stock Transfer Strategy, verify that for plant 1200, strategy 0006 is
configured as Stock Transfer with transfer requirement. The TO should be
automatically created and no difference indicator is set. Be sure that From
Different Plant movement is indicated.
1-1-2 The Storage Type for Kanban for your warehouse has been defined as 150.
In WM Customizing under Interfaces Define KANBAN, you must verify
the assignment of WM movement type 350 to storage type 150 in your
warehouse.
1-1-3 Verify the Storage Location Control from your warehouse to Plant 1200
Storage Location PL06. What movement type will be run in the background
at the time of the TO Confirmation? ________________
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1-2
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1-2-3 Create a Control Cycle Record in PP for this new material K-1##, Plant
1200 and Supply Area PVB_PC. Choose the Classic KANBAN and copy
from R-1270C, Plant 1200 and Supply Area PVB_PC. In the Stock
Transfer tab of the control cycle record, establish the Issuing Plant as 1000,
Storage Location 01##, use your warehouse number 1##, Storage Type 150
and Storage Bin KANBAN.
1-2-4 Do a goods receipt without reference to bring in 800 pieces of the K-1##
material into Plant 1000, Storage Location 01##. Create a Transfer Order
with reference to the Transfer Requirement that is created by the 501
transaction, and remember to confirm the Transfer Order.
1-3
Storage Location
1000
1200
Be sure to leave the plant field blank so you can overview the
inventory balances for both plants.
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SAP AG
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Solutions 2
Unit:
Production Integration
Topic: Kanban
1-1
1-1-1 Tools AcceleratedSAP Customizing Edit Project Goto SAP
Reference IMG Production Kanban Replenishment Strategies
Define Stock Transfer Strategies. Select Plant 1200, Replenishment
Strategy 0006. Select From diff plnt and verify Immed TO Crtn is selected.
1-1-2 SAP Reference IMG Logistics Execution Warehouse Management
Interfaces Define Kanban Movement Type Assignment to Kanban
Supply. Position on your warehouse and storage type 150.
1-1-3 SAP Reference IMG Logistics Execution Warehouse Management
Interfaces Define Kanban Storage Location Control in
Warehouse Mgmt. The movement type 301 (Plant to Plant) is the
movement type that will be executed upon TO Confirmation.
1-2
1-2-1 Logistics Logistics Execution Master Data Material Material
Create Immediately
SAP AG
Values
Material
K-1##
Industry Sector
Mechanical Engineering
Material Type
Raw material
Copy From
R-1270C
Select Views
Plant
1200
Storage Location
PL06
1200
PL06
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9-39
Values
Material
K-1##
Industry Sector
Mechanical Engineering
Material Type
Raw material
Copy From
R-1270C
Select Views
Plant
1000
Storage Location
01##
Warehouse
1##
1200
PL06
Values
LE Quantity
80
UN
PC
SUT
IP
SAP AG
Values
Warehouse
1##
Storage Type
150
Storage Bin
KANBAN
Storage Section
001
LO530
9-40
Values
Material
K-1##
Plant
1200
Supply Area
PVB_PC
Classic KANBAN
Select
R-1270C
Plant
1200
Supply Area
PVB_PC
Values
Issuing Plant
1000
Storage Location
01##
Warehouse Number
1##
Storage Type
150
Storage Bin
KANBAN
Values
Movement Type
501
Plant
1000
Storage Location
01##
Material Number
K-1##
Quantity
800
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1-3
1-3-1
1-3-2
SAP AG
Values
Plant
1200
Supply Area
PVB_PC
LO530
9-42
Delivery Processing
Contents:
Processing Delivery Notes
Collective Processing
Two-Step Picking
SAP AG 1999
SAP AG
LO530
10-1
Course Overview
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Master Data
Deliv
Delivery
ry
Proc eProcessing
essin
g
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
Conclusion
13
SAP AG 1999
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10-2
SAP AG 1999
SAP AG
LO530
10-3
SAP AG 1999
SAP AG
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10-4
Picking
technique
Create
transfer order
Print TO
(or multiple
TO list)
Confirm
transfer order
Picking
from fixed bin
no
Differences
yes
yes
Post
goods issue
Copy transfer
data to the
delivery
no
SAP AG 1999
Depending upon the picking technique, materials are picked from the fixed bin (with a picking list
from the Sales and Distribution system) or a transfer order for a delivery is created.
If picking takes place without a transfer order, the WM status in the delivery is set to N (not
relevant for Warehouse Management).
If picking takes place with a transfer order, the WM status in the delivery is set to A (relevant for
Warehouse Management). The WM status is updated after each step during transfer order
processing.
SAP AG
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10-5
Picking Process
Transfer
Order
Dely 80004092
4711
Mat. 4711
50
50
Updates
Delivery
916 0080004092
4711 50
Post
Goods Issue
Relieves
Inventory
SAP AG 1999
When the picking technique is set to Random Picking, the system will always expect a Transfer
Order to be created for the delivery item.
Upon confirmation, the materials are delivered to the interim storage type and bin defined for the
movement type (601).
Upon post goods issue, the materials are relieved from the interim storage type and bin, and the order
is available for billing.
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Transfer Order
Delivery
Source Dest
Item 1
Item 2
Source Dest
Source Dest
Source Dest
Item 3
Source Dest
Source Dest
GI- Area
SAP AG 1999
No transfer requirement is created for a delivery; instead, a transfer order is created on the basis of
the delivery.
If the requirement quantity of a delivery item is to be removed from several storage bins, several
transfer order items are created for the delivery item.
SAP AG
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10-7
Selection and
assignment of groups
Delivery Monitor:
Creation of single TOs
Del 4711
Del 4720
Transfer
Transfer
auftrag
auftrag
Transfer
order zur LF 4711
zur LF 4725
Transfer
order
zur LF 4720
for Del 4813
Del 4725
Del 4813
Group #23
Release/
Printout with group
Collective Processing:
Creation of TOs for
the group
Picking list
Group #23
Interface LSR
IDoc
Release Group #23
SAP AG 1999
With the Delivery Monitor, dialog processing of inbound and outbound deliveries is possible with
SAP's Enjoy initiative.
The delivery data is organized in process-oriented groups. Foreground navigation is possible with
buttons and tabstrip controls.
A status overview gives you a summary of the delivery document's processing status.
You can switch from display to change mode without having to exit the application.
It is possible to combine multiple delivery notes together to pick as a group, or have a Transfer Order
for each delivery note.
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10-8
Two-Step Picking
Stock removal based
on materials
Delivery based
distribution
Picking TO for a
Group
TO #250
Del 4813
Mat.01 3 Ea
Mat.02 4 Ea
Del 4814
Mat.01 4 Ea
Mat.02 5 Ea
Del 4815
Mat.01 3 Ea
Mat.02 1 Ea
Item 1 Mat.01 10 Ea
Mat.01 3 Ea
Mat.02 4 Ea
Srce:
Dest:
Srce 001
Dest 200
200
916
TO #251
Mat.01 4 Ea
Mat.02 5 Ea
Srce:
Dest:
Item 2 Mat.02
10 Ea
Srce 001
Dest 200
200
916
TO #252
Mat.01 3 Ea
Mat.02 1 Ea
Srce:
Dest:
200
916
SAP AG 1999
Two-Step Picking is an extension of multiple processing. For Two-Step picking, the picking process
is divided into 2 steps:
First Step:
- The entire quantity of needed materials is picked to fill requests (for example, several
deliveries) for the materials.
Second Step:
- The total quantity is divided and allocated to match the individual requirements.
The goal is to go once to a bin to pull materials, even if the requirements are from different
deliveries.
Two-Step picking was developed using the group number as a basis. The group number serves as a
means to combine several deliveries. Additionally, you can carry out other functions associated with
the group number, such as printing and confirmation.
SAP AG
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10-9
DELIVERY
Not
fulfilled
Transfer
Order
Split
Criteria?
Fulfilled
Transfer
Order
Transfer
Order
Transfer
Order
SAP AG 1999
To achieve a balanced distribution of the workload of the warehouse, Transfer Orders can be split.
Together with the splitting process, dynamic sorting of the TO items takes place. For this sorting
process, you can use the sequence field in the storage bin. This field allows you to enter the exact
sequence in which the storage bins are to be processed.
Transfer Orders are split by a profile for the warehouse number. You can split the TOs by:
Storage type and picking area
Target time (header information) , volume and weight as value limits
User exit (either for sorting or for splitting)
SAP AG
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Condition Records
Delivery
Del Type LF
Shipping
Condition
Immediately
Automatic
TO-Creation
Job
RLAUTA20
BatchProgram
Transaction
Transaction:
Messages from
Deliveries
Message
WMTA
Immediate
TO-Creation
immediately
Direct
Processing with
delivery creation
SAP AG 1999
At the interface from SD Shipping to WM, you can set immediate or automatic transfer order
creation for deliveries. Processing is controlled by the message control function of the shipping
module. Via the condition technique, you can initiate the message type WMTA upon creation of the
delivery. The requirement for this is that at least one item of the delivery is relevant for WM. The
combination Shipping point / Delivery type is responsible for finding the message type.
Depending on the processing of the message type WMTA, there are different processing type:
Time 1-3 (processing later)
- In this case, the message is processed either via a batch program or manually via the transaction
Messages for delivery. Since this processing type is executed separately from the delivery
creation process, we refer to this as Automatic Transfer Order Creation.
Time 4 (Processing Immediately)
- Here message processing is initiated immediately after the delivery has been created. Therefore,
this is referred to as Immediate Transfer Order Creation.
Transaction VOK2 Sales and distrib. Document --> Delivery --> Condition Type WMTA
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SAP AG 1999
SAP AG
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Exercises 1
Unit:
Delivery Processing
1-1
In this step, you will create a delivery note with reference to a sales order that has
already been entered through the Order Processing Department.
1-1-1 Create a delivery with reference to a Sales Order. You are processing
deliveries for shipping point 1000 that are due for shipment within the next
week. (Add this function to your Favorites. Change the text to Create
Delivery.)
Using F4, search for the Sales Order Number using your group
number as the Purchase Order Number. Note: You may be prompted
for sales area data when you search. If so, the Sales Organization is
1000, Distribution Channel 10, Division 00. When the Sales Order is
selected, press enter.
Before you save the delivery, go to the Picking tab and verify that the
material will be picked from stores location 01##. Notice that the line is
relevant for Warehouse Management.
WM Status _______ Picking Status _______
Save the delivery. Delivery Number _____________________
1-1-2 Using the Delivery Monitor, create a Transfer Order with reference to the
Delivery. (Add the Delivery Monitor to favorites. Change the text to
Delivery Monitor.) Leave the Adopt Pick Quantity field blank.
Transfer Order _________________
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1-1-3 Still using the delivery monitor before confirming the TO, check the WM
Status and Picking Status within the Delivery Note to see how the system
keeps track of what processes are going on within the warehouse.
WM Status _______ Picking Status _______
1-1-4 Confirm the Transfer Order. (Leave Adopt Pick Quantity field blank.)
1-1-5 Check the Stock Overview for material T-MS-##.
Material
StorType
Available
For Putaway
Pick Quantity
T-MS-##
1-2
Posting goods issue is the step that actually removes the inventory from your
warehouse, creating the material and accounting documents in IM. Following this
step, the Sales Order is available for billing.
1-2-1 From the Delivery Monitor, Post Goods Issue against the delivery note.
Before you exit the Delivery Monitor, verify that the Pick Quantity is now
updated and recheck the WM and Picking Status.
WM Status _______ Picking Status _______
1-2-2 Look at the Document Flow. What is the material document number that
was created for the goods issue? _________________________
1-2-3 Check the stock overview to verify that inventory has been updated.
Material
StorType
Available
For Putaway
Pick Quantity
T-MS-##
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10-14
Solutions 1
Unit:
Delivery Processing
1-1
1-1-1 Logistics Logistics Execution Outbound Process Goods Issue for
Outbound Delivery Outbound Delivery Create Single Document
With Reference to Sales Order. Select Add to Favorites then Change
Favorites to change the text. Use Shipping Point 1000. Set the selection
date out one week. Search for the order number by selecting the match code
and choose A:Sales document according to customer PO number. Search
for PO of your group number. Select the item and enter. Select the Picking
tab to overview picking. Save the delivery.
1-1-2 Logistics Logistics Execution Outbound Process Goods Issue for
Outbound Delivery Outbound Delivery Lists and Logs Outbound
Delivery Monitor. Select Add to Favorites then Change Favorites to
change the text. Select For Picking.
Field Name or Data Type
Values
Shipping Point/receiving pt
1000
Only WM Picking
Select
Warehouse Number
1##
Execute. Select your delivery and choose TO in backgr. Leave the Adopt
Pick Quantity field blank.
1-1-3 From the Outbound Delivery Monitor select For confirmatn. Enter
Shipping Point 1000 and execute. Select the line and choose Subsequent
Display outbound deliveries to see the WM and Picking status.
1-1-4 Still in Outbound Deliveries for Confirmation, select your delivery and
choose Confirm in Background. Leave the Adopt Pick Quantity field
blank.
1-1-5 Favorites Warehouse Management Stock Overview.
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10-15
1-2
1-2-1 Favorites Delivery Monitor For goods issue. Shipping Point 1000.
Select your delivery note and choose Post Goods Issue. Enter todays date
as the actual goods issue date. Select the line and choose Subsequent
Display outbound deliveries to see the pick quantity and the WM and
Picking status settings.
1-2-2 From the delivery display, choose Environment Document Flow.
1-2-3 Favorites Warehouse Management Stock Overview.
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Exercises 2
Unit:
Delivery Processing
When picking for multiple sales orders, it is your goal to go once to a bin
to pick the required materials, regardless of the number of sales order
requirements you may have. It is your process to pick all materials
required for shipment within a given period, then deliver those materials
to an area to be sorted for shipment against the specific requirement.
Therefore, you move material from the warehouse to an intermediate
area, then from that area to the shipping area where requirements are
matched to the specific delivery note.
2-1
In this scenario, you have three sales orders with products due to ship for various
combinations of materials that are stored in your warehouse. You want to process
these deliveries using two-step picking functionality, where you want to go once to
a bin to pick all of the requirements, then redistribute those materials back to the
original delivery notes for shipping.
2-1-1 Go to customizing interfaces in Warehouse Management to verify that your
warehouse is relevant for 2-Step Picking. What is the WM movement type
configured for removal 2-Step Picking? __________
2-1-2 Look at WM Movement Type 850 in your warehouse. What is the
Destination Storage Type for movement type 850? _________
2-1-3 Look at Storage Type 200 in your warehouse. Is this an Interim Storage
Type? ____________
How can you tell? _____________________________________________
2-1-4 Now look at the Storage Type Search Sequence. Is there a special entry in
your warehouse for 2-step picking? ______
2-2
In this exercise, you are processing delivery notes that are required for service parts
for your pump. Your order processing department has received orders that are due
for processing today. The delivery notes have already been created for you. You
have 3 delivery notes with various combinations of materials T-BW04-## and TBW05-##.
2-2-1 In the first step, you must group together the deliveries and assign a group
number for further processing. Use the grouping functionality in the
Outbound Delivery process to group together the deliveries. Group Number
_______
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2-2-2 Create the first TO that will move the material from the warehouse to the I
intermediate area Storage Type 200.
2-2-3 Confirm your Transfer Order.
2-2-4 Check your inventory for the T-BW04-## and T-BW05-## materials. Your
inventory for the deliveries now shows in storage type 200.
Material
StorType
Available
For Putaway
Pick Quantity
T-BW04-##
T-BW05-##
2-2-5 In this step, you want to allocate the materials that you picked back against
the original delivery notes. You will create 3 Transfer Orders, one for each
delivery, to move the materials from 200 to 916. You will complete the
process via the 2-Step Picking Analysis function. The Transfer Orders will
be confirmed automatically.
2-2-6 Check again your inventory for the T-BW04-## and T-BW05-## materials.
Material
StorType
Available
For Putaway
Pick Quantity
For Putaway
Pick Quantity
T-BW04-##
T-BW05-##
StorType
Available
T-BW04-##
T-BW05-##
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Solutions 2
Unit:
Delivery Processing
2-1
2-1-1 Tools AcceleratedSAP Customizing Edit Project Goto SAP
Reference IMG Logistics Execution Warehouse Management
Interfaces Shipping Two-Step Picking. Two step picking is relevant
for your warehouse and is determined by material. The WM movement
type for removal is 850.
2-1-2 SAP Reference IMG Logistics Execution Warehouse Management
Activities Transfers Define Movement Types. Position on your
warehouse 1## and Movement Type 850. Select the line and choose Details.
The destination storage type for movement type 850 is Storage Type 200.
2-1-3 SAP Reference IMG Logistics Execution Warehouse Management
Master Data Define Storage Type. Position on your warehouse 1##
and Storage Type 200. Storage Type 200 is not an interim storage type
because it has a placement and a removal strategy. In both cases, the
strategy is R, which will cause the system to use the Reference Number as
the dynamic coordinate.
2-1-4 SAP Reference IMG Logistics Execution Warehouse
Management Strategies Activate Storage Type Search Determine
Search Sequence. Position on your warehouse 1##. Activity 2 is relevant
only for 2-Step Picking.
SAP AG
LO530
10-19
2-2
2-2-1 Favorites Delivery Monitor. Choose Picking. Use shipping pt/receiving
pt 1000. Select Only WM Picking for your warehouse. Select your
deliveries, then choose Subsequent Functions Group Create with
WM Reference.
Field Name or Data Type
Values
Group Type
Description
Group ##
Warehouse Number
1##
SAP AG
LO530
10-20
Replenishment
Contents:
Various Replenishment
Techniques
SAP AG 1999
SAP AG
LO530
11-1
Course Overview
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
ReReplenishment
pleni
shme
nt
11
Goods Receipt
Physical Inventory
12
Conclusion
13
SAP AG 1999
SAP AG
LO530
11-2
SAP AG 1999
SAP AG
LO530
11-3
Replenishment: Objectives
SAP AG 1999
SAP AG
LO530
11-4
SAP AG 1999
When you use fixed bin replenishment, the system calculates the replenishment quantities that are
necessary to maintain appropriate stock levels based on information that you provide.
You first must define a WM movement type for storage types that use the fixed bin stock placement
strategy. In the standard WM system, movement type 319 was created for this purpose. Link the
movement type with the fixed bin storage type.
You must maintain the material master record for the fixed bin storage type. You must enter data in
the Storage bin, Maximum bin quantity, Minimum bin quantity and Replenishment Quantity data
fields at the Storage Type level in the Warehouse Management view of the Material Master record.
SAP AG
LO530
11-5
R
LL
N
A
C
H
1
Transfer
requirement
Transfer
order
SAP AG 1999
You can process a report (RLLNACH1) in batch to replenish fixed bin storage types at regular
predefined time intervals or online as required.
When you run RLLLNACH1, the system will recommend a Transfer Requirement if your stock falls
below the minimum bin quantity you have defined. The Transfer Requirement will be recommended
in increments of the Replenishment Quantity up to the Maximum Bin Quantity.
Afterwards, you process the transfer requirements to create transfer orders according to the normal
procedures you would use to carry out stock movements within WM.
SAP AG
LO530
11-6
Planned Replenishment
Firma
Firma
Firma
Firma
Firma
Rechnung
Firma
Rechnung
Firma
Rechnung
Firma
Rechnung
Firma
Rechnung
Firma
Rechnung
Rechnung
Rechnung
Firma
Rechnung
Firma
Rechnung
Rechnung
Rechnung
Planned Replenishment
RLLNACH2
SAP AG 1999
This report creates transfer requirements for fixed bin replenishment where stock removals are
allowed to take place before put aways because of the respective deliveries. This report takes into
account, in addition to the stock situation, planned stock removals and replenishment transfer
requirements.
Using this report, you can create all the replenishment transfer requirements for supplying the fixed
bins based on delivery requirements and rounded to the replenishment quantity.
Use this report to create the transfer requirement which can then be processed according to normal
procedures you use to carry out stock movements within WM.
SAP AG
LO530
11-7
IM
Document
PP System
Manual
Transfer
requirement
Batch
RLAUTA10
Transfer
order
SAP AG 1999
For certain classes of transfer requirements, it is possible to set up the Warehouse Management
system to create transfer orders automatically as a background process. You set up the system to
carry out this process by setting an indicator in each movement type.
When you create a transfer requirement manually, the system copies this indicator into the transfer
requirement header. To activate the automatic creation of transfer orders for these transfer
requirements you must start the report RLAUTA10 as a batch job. For this process you define a
variant for each different indicator. This makes it possible for you to define different starting times
and time spans to repeat each task periodically
SAP AG
LO530
11-8
Transfer
requirement
Or:
TO imme
c re
d
atio iate
n
4
CH
A
LN
RL
Transfer
order
SAP AG 1999
As of this release, you can take care of internal warehouse replinishment at the time of transfer order
confirmation. This replenishment can be triggered for random bin managed storage types and for
fixed bin storage types.
For random bin managed storage types, you define the minimum bin quantity for the storage type
view in material master as minimum quantity in the storage type.
For random bin management replenishment, you can use the report RLLNACH4 to create a TR. This
processing is similar to the processing of RLLNACH1 and RLLNACH2. Else, you have the
possibility to use immediate TO creation for replenishing the whole storage type.
SAP AG
LO530
11-9
Replenishment: Summary
SAP AG 1999
SAP AG
LO530
11-10
Exercises 1
Unit:
Replenishment
1-1
Set up the appropriate data for fixed bin replenishment, using minimum, maximum
and replenishment data. Run the replenishment report and process the resulting TRs
to restock the bins.
1-1-1 Storage type 005 is your fixed bin storage type. Verify the WM movement
type for replenishment is assigned to storage type 005.
Movement Type _____
1-1-2 The material master T-BW20-## already exists in the system, but the
replenishment data has not been defined. Create the material T-BW20-##
for your warehouse number 1## and storage type 005. Assign the material to
fixed bin 400-##. When your inventory dips below 100, you would like to
replenish the stock in increments of your pallet size, up to 5 full pallets.
Also make sure that the material is set up to be picked from the fixed bin.
1-1-3 Check your stock situation for T-BW20-##.
Material
StorType
Available
For Putaway
Pick Quantity
T-BW20-##
1-1-4 Create the TR by running Replenishment for Fixed Bins (Acc to Bin
Situation).
1-1-5 Convert your TR to a TO and confirm the TO.
SAP AG
LO530
11-11
StorType
Available
For Putaway
Pick Quantity
T-BW20-##
SAP AG
LO530
11-12
Solutions 1
Unit:
Replenishment
1-1
1-1-1 SAP Reference IMG Logistics Execution Warehouse Management
Activities Transfers Define Stock Transfers and Replenishment
Control Define Replenishment Control for Storage Type..
(4.6B Menu Path: SAP Reference IMG Logistics Execution
Warehouse Management Activities Transfers Define Stock
Transfers and Replenishment Control Assign replenishment mvt type
to stor. Type.)
Position on your warehouse and storage type 005. Movement type 320 is
assigned as the replenishment movement type for storage type 005.
1-1-2 Logistics Logistics Execution Internal Whse Processes Master
Data Material Material Create Immediately.
Field Name or Data Type
Values
Material
T-BW20-##
View
Warehouse
1##
Stock Removal
FIX
Storage Type
005
Storage Bin
400-##
Maximum Quantity
500
Minimum Quantity
100
Replenishment Quantity
100
SAP AG
LO530
11-13
Values
Plant
1000
Storage Location
01##
Warehouse number
1##
Storage Type
005
Requirement Type
FB##
SAP AG
LO530
11-14
Exercises 2
Unit:
Replenishment
2-1
In planning replenishment, you want to cover tomorrows demand in your fixed bin
area.
2-1-1 Change the material master view for storage type 005, material T-BW21##. Assign the bin 401-##. Modify the material if necessary to have a
replenishment quantity equal to the pallet size. No minimum or maximum
quantity is required.
2-1-2 There are 3 sales orders that exist for T-BW21-##. Create delivery notes for
them. Search for the sales orders using the Purchase Order LO530-##.
You will need to set the Selection Date out one week to select the
deliveries. Also, choose the three sales orders with the highest sales
order numbers.
2-1-3 Check the Delivery Monitor. How many are scheduled for delivery? ____
2-1-4 Run Planning Replenishment.
2-1-5 How many TRs are created by the replenishment program? _____
What is the quantity of the TR generated by the planning replenishment
program? _______
SAP AG
LO530
11-15
SAP AG
LO530
11-16
Solutions 2
Unit:
Replenishment
2-1
2-1-1 Logistics Logistics Execution Internal Whse Processes Master
Data Material Material Create Immediately.
Field Name or Data Type
Values
Material
T-BW21-##
View
Warehouse Management 2
Warehouse
1##
Storage Type
005
Storage Bin
401-##
Replenishment Quantity
100
Minimum Quantity
100
Maximum Quantity
500
2-1-2 Favorites Create Delivery. Enter Shipping Point 1000. Select the
matchcode and search for sales orders with the Purchase Order Number
LO530-##. Create a delivery note for each sales order.
2-1-3 Favorites Delivery Monitor For Picking. Enter Shipping Point 1000
and your warehouse number. Choose Item View to see the quantity on the
deliveries.
2-1-4 Logistics Logistics Execution Internal Whse Processes Stock
Transfer Planning of Replenishments Based Upon Outbound
Deliveries to be Selected.
Field Name or Data Type
Values
Plant
1000
Storage Location
01##
Warehouse
1##
Storage Type
005
Requirement Type
PL##
SAP AG
LO530
11-17
Physical Inventory
Contents:
Inventory Methods
The Physical Inventory Process
SAP AG 1999
SAP AG
LO530
12-1
Course Overview
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Phys
i al
Physical
Inven cInventory
tory
12
Conclusion
13
SAP AG 1999
SAP AG
LO530
12-2
SAP AG 1999
SAP AG
LO530
12-3
SAP AG 1999
SAP AG
LO530
12-4
Inventory Methods
Inventory Methods
Annual inventory
Continuous inventory
Cycle counting
Inventory Based on First Placement
Zero Stock Check
Inventory sampling procedure
SAP AG 1999
The description of the inventory methods refer only to the technical prerequisites that are necessary
to set up and carry out the different inventory methods. These notes can be used to supplement and
check the company-specific inventory requirements.
The inventory method is assigned at the storage type level with the exception of cycle counting. All
of the inventory methods are executed within the storage type.
If cycle counting is the chosen inventory method, it can be run above the storage type level, provided
all storage types involved have cycle count assigned as the inventory method.
SAP AG
LO530
12-5
Inventory Process
Inventory
Inventory planning
planning
Create
Create system
system inventory
inventory record
record
Activate
Activate system
system
inventory
inventory record
record
Storage
Storage bins
bins
blocked
blocked
Print
Print out
out
inventory
inventory list
list
Count,
Count
Count,, weigh,
weigh,
measure,
measure
measure,, estimate
estimate
123
Take
Take physical
physical
inventory
inventory count
count
Start
Start differences
differences //
control
control list
list
Clear
Clear differences
differences in
in the
the Warehouse
Warehouse
Management
Management system
system
Storage
Storage bins
bins
unblocked
unblocked
Clear
Clear differences
differences in
in the
the Inventory
Inventory
Management
Management system
system
SAP AG 1999
The process for taking inventory is the same, whether you are doing annual or continuous inventory.
When you take annual inventory, the entire storage type is blocked for movement and all bins are
counted. With continuous inventory and cycle counting, only the affected bins are blocked for
movement.
When you select continuous inventory, you are counting the bin and you must count all quants
within that bin. When you select cycle count, you are counting the material, wherever that material
is within the storage type(s) selected. In the case of mixed storage, all quants within the bin must be
counted.
When you clear differences in WM, any discrepant amount is written to the interim storage type for
differences and the bins are unblocked. You then clear differences in IM to adjust the inventory
balance and create the accounting document.
Warehouse inventory data is year-dependent and must be reset at the beginning of a new inventory
period. The program RLREOLPQ is provided for this purpose.
SAP AG
LO530
12-6
Table controls
replace step loops
SAP AG 1999
With the Enjoy release, the physical inventory was changed to Table Controls. Effected transactions
are Create System Inventory Record, Change System Inventory Record,Display System Inventory
Record, Enter Inventory Count,Change Inventory Count, and Display Inventory Count.
For the transactions Create, Change, and Display Inventory Record, the processing logic is such that
with the creation of an inventory record, new items are visible on the same screen where you enter
the new item.
The transactions Create, Change, and Display Inventory Record use per default the latest recount
version. If you wish to work with a prior version, you must specify it.
There is one central function module L_COUNT_DATA_PROCESS that ensures the necessary data
verification. This is also used for IDOC processing instead of processing the inventory screens in the
background.
SAP AG
LO530
12-7
Continuous Inventory
SAP AG 1999
With the continuous inventory method you take inventory on a selected number of storage bins in a
storage type. The inventory can take place at any time during the fiscal year.
Compared to the annual inventory count at the end of the fiscal year, the continuous inventory has
some advantages:
The effort for the inventory is not concentrated on a certain day or days but is distributed over the
entire year. This can result in a better leveling of the workload in the warehouse.
Inventory can be conducted during slow times in the warehouse, for example, during summer
vacation.
With a reduction in the effort required at the end of the fiscal year, a company can respond better
to problems that might arise during an end-of-year closing.
When an inventory is carried out on a continuous basis, up-to-date information about the
correspondence between the warehouse stock and the book inventory is always available..
SAP AG
LO530
12-8
Cycle Counting
Goal:
Goal:
Count
Count Material
Material
Based
Based on
on Cycle
Cycle
Count
Indicator
Count Indicator
A
A Items
Items
B
B Items
Items
C
Items
C Items
Print
Print
12
12 times
times // year
year
66 times
times // year
year
11 time
time // year
year
Count
Count
Record
Record results
results
Assign CC Indicator:
RMCBIN00
Recount
Recount
Clear
Clear differences
differences
SAP AG 1999
Cycle counting in the Warehouse Management system makes it possible for you to separate
materials into classes (such as A, B, C) and take inventory for each class separately several times
throughout the year. You define the count frequency by class. It is possible to cycle count within a
storage type or count across storage types as long as all storage types are set with cycle counting as
the inventory method.
In the Inventory Management IMG under Physical Inventory, you define the cycle counting
indicators and the number of times per year that inventory counts are to be taken for each class.
Then you enter the cycle count indicator (A, B, C) into the Storage View of the material master
record for each material that will be counted using the cycle counting task. This can be set manually
or by using the report RMCBIN00.
SAP AG
LO530
12-9
March
Mat. 4711
April
Mat. 4711
May
Mat. 4711
Mat. 4711
10 - 24 March
Mat. 4712
Mat. 4712
Mat. 4713
Selection
displays
Selection displays:
displays::
123
Material
Material 4711
4711 12
12 times
times // year
year
Material
Material 4712
4712 66 times
times // year
year
Material
Material 4713
4713 11 time
time // year
year
Stor.Bin
.Bin Mat
Stor
Stor.Bin
Mat
Comments
Comments
01-07-03
01-07-03 4711
4711 to
to be
be counted
counted
01-07-04
01-07-04 4711
4711 to
to be
be counted
counted
01-06-09
01-06-09 4713
4713 overdue
overdue (was
(was not
not
counted
February
counted in
in February)
February))
SAP AG 1999
The system searches for all materials in the storage type(s) that are marked for cycle counting within
a given date interval and creates a list of storage bins for which inventory is to be taken.
SAP AG
LO530
12-10
Inventory already
taken at
destination bin?
no
123
Print TO
with inventory
data
Storage bin
Confirm TO
Inventory data
Book quantity =
Counted quantity
1 2 3
Difference in
interim storage
area
Clear differences
in Inventory
Management
SAP AG 1999
Inventory based on stock placement: the system sets the inventory indicator for the storage bin the
first time goods are placed in the storage bin for that fiscal year. The indicator is set when the
transfer order is confirmed.
Transfer orders provide proof of movement following the inventory. Because all movements to this
bin must be individually identifiable throughout the fiscal year, you need to archive the transfer
orders when you reorganize the data base.
With this method, bins that are not occupied during the fiscal year are not counted; therefore, you
should also set the annual inventory method for this storage type so that you can conduct an annual
inventory for these storage bins.
SAP AG
LO530
12-11
Bin
empty?
Bin occupied
Enter counted qty
Zero stock check message returned
The zero stock check is activated by the system if during transfer order creation it is determined that
the source bin will become empty by the stock removal.
The transfer order for stock removal is printed with a notice that zero stock check is active for a
specific bin.
The zero stock check must be verified when the transfer order is confirmed.
If the warehouse worker determines that the storage bin is not empty, the actual quantity remaining is
entered at confirmation of the transfer order.
The system carries out the correction of stock using the interim storage type for differences.
The difference must be cleared from WM and recorded in IM.
If a bin is empty although there should be stock you can request the zero stock check manually.
SAP AG
LO530
12-12
Bin occupied
Bin empty
Correct qty
in source bin
(diff. calculated automatically)
Inventory data
Inventory data
Bin
Bin
Quant
SAP AG 1999
The zero stock check can also be defined as an inventory method for the storage type.
In this case, an inventory record is made each time a zero stock check is carried out, not only in the
case of a difference. When the transfer order is confirmed, the system updates the physical inventory
data for the bin.
Zero stock check is not applicable for all storage types (ie mixed storage).
SAP AG
LO530
12-13
Physical inventory
documents
Strata
.....
Complete-count
area
Inventory
1000 2317
L-Bin A
L-Bin B
Updating
Extrapolation
Actual value of
selected stock
management units
Estimation
Estimated actual
value of all
stock units
Comparison
Book value
of all
stock units
SAP AG 1999
The inventory can be carried out with periodic sampling (at a given date) or continuous (over an
extended period of time). A stock management unit is the Storage Type. You must assign stock
levels by assigning which stock management units are to be included in the sampling.
The Stock Population is divided in a complete count area and a sampling area, which is divided into
several classes. (This is done automatically.)
After the stratification, the Random Selection is generated (the system determines the stock
management units to be counted for each stratum).
The inventory documents are created. These documents are required for all stock management units
drawn during random selection and for all that were allocated to the complete-count areas. You then
count, weight, and measure your stocks.
Carry out the update: During this process, the system reads the count results and reads any changed
book inventory balances and book values.
Extrapolation: The system estimates the physical inventory value on the basis of the latest counting
results.
The inventory is successful if the total physical inventory value deviates from the book inventory
value by no more than 2% (in the standard system).
SAP AG
LO530
12-14
SAP AG 1999
SAP AG
LO530
12-15
SAP AG
LO530
12-16
Exercises
Unit:
1-1
You must make the appropriate entry in customizing to run the inventory method of
your choice.
1-1-1 Remember that the inventory method is set in customizing at the storage
type level. Decide whether you want to use Continuous or Cycle Count as
your inventory method and set the method for storage type 002
appropriately.
1-1-2 If you chose Continuous as your inventory method, proceed to step 1-2.
1-1-3 If you chose Cycle Count as your inventory method, proceed to step 1-3.
SAP AG
LO530
12-17
1-2
Continuous Inventory
1-2-1 Create an inventory document for continuous inventory in storage type 002.
Select some empty bins and select at least one bin that contains a material.
When you go to create the inventory document, all of the bins are
initially selected. Choose Edit Deselect All, then choose the bins
you wish to include in your inventory document.
StorType
Available
For Putaway
Pick Quantity
002
999
Total
1-2-9 Clear differences in Inventory Management. Material document number:
_________________. Select the material document to view the transaction.
1-2-10 Display again the stock overview for one of the materials to verify the
inventory balance has now been updated and your 999 storage type is clear.
Material
StorType
Available
For Putaway
Pick Quantity
002
SAP AG
LO530
12-18
1-3
Cycle Count
1-3-1 The cycle count indicator is set in the storage view of the material master.
Run the CC Indicator Report to see the system recommendations for this
indicator. Choose your area to analyze (Plant 1000) and look at all stock
materials. Under Key Figures, choose Consumption/Usage and set the
period to cover the last 3 months. You can override the CC Percentages that
are set in customizing if you select the Change CC Percentages box (Note:
this does NOT change customizing settings!). Under processing, select
Display list first.
At the end of the report you will find a summary. Note the breakdown of
ABC indicators:
CC Indicator
Materials
Phys Inventories
Counts
A
B
C
D
1-3-2 Look at the storage location view for the material T-BW02-##. What is the
Cycle Count Indicator for this material? ____________
What does the CC fixed indicate? _________________________________
1-3-3 Create a Cycle Count worksheet. If you are using a 4.6C System, you may
choose to create the document by material or by quant. If you generate the
inventory by quant, enter a range of materials from T-BW-## to T-BW99##. DeSelect all, then select 2 or 3 materials to count. Activate the
document immediately.
Document Number: ________________
When you go to create the inventory document, all of the bins are
initially selected. Choose Edit Deselect All, then choose the bins
you wish to include in your inventory document.
SAP AG
LO530
12-19
1-3-9 Clear differences in the Warehouse Management system. Note the items that
are to be cleared. Check the stock overview for one of the materials. Has the
inventory balance been updated?
1-3-10 Clear differences in Inventory Management. Material document number:
_________________. Select the material document to view the transaction.
1-3-11 Display again the stock overview for one of the materials to verify the
inventory balance has now been updated and your 999 storage type is clear.
Material
SAP AG
StorType
Available
LO530
For Putaway
Pick Quantity
12-20
Solutions
Unit:
1-1
1-1-1 Tools Accelerated SAP Customizing Edit Project Goto SAP
Reference IMG Logistics Execution Warehouse Management
Activities Physical Inventory Define Types per Storage Type
Position on your warehouse 1## and storage type 002. If you choose to use
the Continuous Inventory, set the inventory method to PZ. If you choose to
use Cycle Counting, set the inventory method to ST and set the indicator for
Cycle Count.
1-2
1-2-1 Logistics Logistics Execution Internal Whse Processes Physical
Inventory In Warehouse Management Physical Inventory Document
Create Continuous Inventory
Field Name or Data Type
Values
Warehouse Number
1##
Storage Type
002
Count Date
Todays Date
Selected
1-2-2
Edit Deselect all. Manually choose a few bins then select Physical
Inventory Document Activate. Save.
1-2-3
SAP AG
1-2-4
1-2-5
LO530
12-21
1-2-6
1-2-7
1-2-8
1-2-9
1-3-1
1-3-2
1-3-3
1-3-4
1-3
SAP AG
LO530
12-22
SAP AG
LO530
12-23
Conclusion
Course Overview
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
Conclusion
13
SAP AG 1999
SAP AG
LO530
13-1
Course Objectives
SAP AG 1999
SAP AG
LO530
13-2
SAP AG 1999
SAP AG
LO530
13-3
SAP AG 1999
SAP AG
LO530
13-4
Exercises
Unit: Warehouse Management Structure
Topic: Storage Location Control
At the conclusion of this exercise, you will be able to:
Your Delivery process is such that you want materials in the Goods
Receipt area to be excluded from availability until they are put away to
their final destination. Your delivery process considers materials in
storage location 11## as available inventory. You want to create a new
storage location 22## for your GR area.
When you process materials from 22## to 11##, you want the storage
location to storage location transfer to happen automatically upon
Transfer Order confirmation.
If an error should occur during the TO confirmation, you want to send a
mail message to the person confirming the Transfer Order.
2-1
In your company, you want to structure your warehouse such that received
materials are not available for sales order delivery notes until those materials are
put away to their final storage type. Your delivery notes are created to ship from
storage location 11##. You want to create a new warehouse (2##) with two storage
locations (11## and 22##). 11## will be your standard storage location.
2-1-1 Copy warehouse 001 to your new warehouse 2##.
2-1-2 Create new Storage Locations 11## and 02## in Plant 1000.
2-1-3 Assign the new Storage Locations 11## and 22## to your Plant 1000,
Warehouse 2##.
2-1-4 Establish Storage Location 11## as the standard storage location in Plant
1000 warehouse 2##.
2-1-5 In the same table, set up the new Storage Location 22## so it is not copied
into the transfer requirement from the reference document. This allows the
system to use the standard storage location (11##) when creating a Transfer
Order from the Transfer Requirement.
2-1-6 Set up the Storage Location to Storage Location Transfer to be automatic
upon confirmation of the Transfer Order used to move the goods from the
SAP AG
LO530
13-5
interim GR area Sloc 22## into the main warehouse (Sloc. 11##) using a
311 movement type. In addition, send a message to the person confirming
the Transfer Order in case an error should occur.
2-1-7 You will need some storage bins in storage type 001. Create 2 storage bins
(Bin 01, Bin 02) manually. These bins are bin type P1, storage section 001.
2-2
Item Material
0001 T-BW08-##
PO Number:
Quantity
Dely
Plant
Price
100
Today
1000
15 UNI
_______________________
2-2-3 Receive the goods into your warehouse and storage location 22## with
reference to the above Purchase Order.
Material Document
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Sloc
StorType
1000
2200
902
Available
For Putaway
Pick Qty
2-2-5 Create a Transfer Order with reference to the above Transfer Requirement.
TO Number __________
2-2-6 Display the Stock Overviews for the material T-BW08-##.
Plant
Sloc
StorType
1000
1100
001
1000
1100
902
1000
2200
902
Available
For Putaway
Pick Qty
Sloc
StorType
1000
1100
001
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Available
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For Putaway
Pick Qty
13-7
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13-8
Solutions
Unit:
2-1
2-1-1 Tools Accelerated SAP Customizing Edit Project Goto SAP
Reference IMG Enterprise Structure Definition Logistics
Execution Define, copy, delete, check warehouse number
Copy/Delete/Check Warehouse Number. Choose Copy org object.
Field Name or Data Type
Values
001
To Warehouse Number
2##
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Values
Plant
1000
Sloc
11##
Description
Standard
Sloc
22##
Description
GR Location
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13-9
Values
Plant
1000
Storage Location
11##
Warehouse
2##
Plant
1000
Storage Location
22##
Warehouse
2##
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Values
Warehouse
2##
Storage Type
902
Plant
1000
Storage Location
22##
Movement Type
311
Blank
Receiving Plant
Blank
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Values
Warehouse Number
2##
Storage Type
001
Storage Bin
Bin-01; Bin-02
Storage Section
001
P1
2-2
2-2-1 Logistics Logistics Execution Master Data Material Material
Create Immediately.
Field Name or Data Type
Values
Material View
Warehouse Management 1
Plant
1000
Warehouse Number
2##
Storage Type
Blank
Stock Removal
HRL
Stock Placement
HRL
LE Quantity
50
Unit
PC
SUT
IP
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Values
Warehouse
1##
Material
T-BW08-##
Plant
1000
Storage Location
Blank
2-2-7 Favorites Confirm TO, One Step. Enter the TO Number and choose
Input List. Save.
2-2-8 Favorites Total Stock per Material (Warehouse Management)
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13-12
Appendix
Contents:
z This section contains supplementary material to be
used as reference
z This material is not part of the standard course
z Therefore, the instructor might not cover this
during the course presentation
SAP AG 1999
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Appendix-1
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Appendix-2
Menu Path
Master Data
Create Storage Bin
IM Processing
Goods Receipt for Purchase
Order
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Appendix-3
SD Processing
Delivery Monitor
WM Processing
Display Transfer
Requirement
Confirm TO
Differences List
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Appendix-4
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Appendix-5
Warehouse Structure
WAREHOUSE STRUCTURE
R
E
C
E
I
V
I
N
G
902
003
0xx
002
001
005
100
901
916
STORAGE TYPES
001
002
003
005
0xx
High-rack storage
Shelf storage
Open storage
Fixed bin / Picking
Temperature Controlled
901
902
916
100
SHIPPING
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Appendix-6
Case Study
R/3 System
LO530
Warehouse Management
Case Study
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Appendix-7
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Appendix-8
This case study has been created to challenge you and reinforce
the concepts of the warehouse management application and
customizing that you learned this week. The task is to customize a
warehouse from a presented business scenario, then test the
configuration using standard business processes.
This week, you have been introduced to basic warehouse
management processes within the R/3 system. At the beginning of
the week, we looked at the application and focused on processing
transactions in a warehouse that was already customized for this
purpose. Later in the week, we made changes to that existing
warehouse configuration and tested some transactions. Now, you
will create a new warehouse using an existing warehouse structure
as a model, and test your configuration using standard business
transactions.
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Appendix-9
Materials
You will store the materials T-MS-##, T-BW-##, and T-BW20-## in the new warehouse. The
following chart describes the palletization data for these materials. Use this chart when you are
ready to enter the material master data later in the exercise.
Material
Palletization
UoM
Pallet
T-MS-##
15
PC
IP
10
PC
E1
15
PC
IP
10
PC
E1
25
PC
E1
T-BW-##
T-BW20-##
Warehouse Structure
You will have three different types of storage: a fixed bin storage area for picking, a shelf
storage area for smaller amounts and partials, and a pallet storage area for full pallets. You
will need to create some bins in each of these storage types. You can create the bins manually
or automatically for each storage type. In your shelf storage, you will create some bins with
bin type E1 and some with bin type P1.
Processes
For each material listed above, you want to carry a minimum quantity in the fixed bin of at
least 10 PC. Upon goods receipt of these materials, you want them first to be placed in pallet
storage, then in the shelf area if the pallet area is full. The fixed bins will be resupplied from
the shelf storage area, then the pallet area.
You will then test your configuration with goods receipts and goods issue for delivery. It is
your process that goods issue in small quantities (less than 100) should be issued from the
fixed bin storage type, while large quantities (greater than 100) are picked from the other
storage areas.
One way to consider your processes is to think about each movement type and how the
business process in your company works with each movement type in the warehouse. The
following matrix example is intended to help you make the decisions that are relevant to each
movement type.
In the first column, you would list the movement types that are necessary to support your
business processes. In the second column, you can decide whether you need for that
movement type to create a TR, not create a TR, or cancel an existing TR. In the TO column,
indicate whether you want to create the TO manually, create it in the background automatically
or using a batch process, or do you want to have the IM transaction call the TO creation. In the
next column, should confirmation happen automatically or is confirmation of the TO a required
step. Printing options to consider include whether you want to print one item on a page,
multiple items on a page, multiple processing, or no printing at all. Once you have completed
the matrix, you have the information you need to customize the warehouse movements
according to your business requirements. The first line is provided as an example. It is not
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Appendix-10
necessary for you to complete the table at this time. The table is provided here only as a
reference.
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Appendix-11
Transfer Requirement
Transfer Order
Confirmation
Printing (TO)
101
Create TR
Manual
Manual
Single item
102
122
201
311
312
501
561
601
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Appendix-12
Warehouse Drawing
New Warehouse
Pallet
Storage
Shelf
Goods
Goods
I
Fixed Bin
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Appendix-13
Warehouse Configuration
Structure
In customizing under Enterprise Structure, create a new storage location:
Copy storage location 01## as 02##. Remember that the storage location is the link
between IM and WM.
Still under Enterprise Structure, create the new warehouse by copying an existing warehouse.
Warehouse 001 is delivered to you to use as a template for customizing your own warehouse.
Copy warehouse 001 as 2##. 2## becomes your new warehouse number. Remember that the
warehouse structures are copied, but master data for the warehouse is not, so you still need to
create the master data records required for this warehouse.
Still within the Enterprise Structure, assign your new warehouse to plant 1000 / new storage
location 02##. (This activity activates the warehouse.)
Moving to Warehouse management customizing, define the control parameters for
warehouse number:
Change unit of weight if desired from KG to LB
Allow Storage Unit management
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Appendix-14
Number ranges definition: Verify that your new warehouse has an entry in each of the number
range fields. If not, select the number ranges from your warehouse 1## and enter Copy As.
NRquant
NR-TO
NR-TR
NRPstChg
NRRefNo
NR-SU
VA
01
01
01
01
01
01
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Appendix-15
Shelf Storage
SU Mgmt not active
Stock placement control:
Stock placement strategy: Next Empty Bin
Stock placement requires confirmation
SUT Check active
Storage section check/search: Storage section determination and check
Retain over deliveries
Stock removal control:
Stock removal strategy: FIFO
Stock removal requires confirmation
Pallet Storage
SU Mgmt not active
Stock placement control:
Stock placement strategy: Storage Unit Type
Stock placement requires confirmation
Mixed storage allowed without limitation
Addition to stock permitted
SUT Check active
Stock removal control:
Stock removal strategy: FIFO
Complete removal active
Return storage type 002
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Appendix-16
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Appendix-17
Storage section definition: When you copied the warehouse, the storage sections were copied
for the existing storage types. If you are not using the standard storage types, you need to
create the following storage sections. If you are using the standard storage types, verify that the
following sections exist:
Shelf Storage: Storage sections 001 - Fast moving items
002 - Slow moving items
Fixed Bin:
Strategies
Storage type indicators: Storage type indicators can be used to influence the storage type
search sequence. If you would like to create a storage type indicator, make sure that you have
an entry in the storage type search table for each storage type indicator that you create. Then
tie that storage type indicator to the material master record for placement or removal. The
material then will be directed to the storage type indicated in the storage type search table for
that entry.
Activate the new storage type search according to specifications described in the business
process. Use the following table for reference.
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Appendix-18
In the Storage Type Search table above, for warehouse 200, when material with no storage
type indicator is received (activity E) into unrestricted use or quality stock, it is placed into
storage type 001, then 002. On removal (activity A), materials with no storage type indicator
in unrestricted use or quality stock is picked from storage type 001, then 002. If material with
a storage type indicator of FIX comes in for placement (activity E), it will be placed first in
storage type 007 (pallet storage), and then in storage type 002 (shelf storage). For removal,
(activity A) those materials will be picked from storage type 005, unless the reference
movement type = 320 (replenishment), in which case the material will be resupplied from
storage type 002, then 007.
Storage Section Indicators: Storage section indicators can also be added to the material master
record to direct specific materials into specific sections. In this case, we have said that in the
storage type for fixed bins and pallets, there is only one section. In the shelf storage area, we
have defined two sections: fast and slow moving. Be sure that there is an entry in the storage
section search table for a blank storage section indicator.
The Storage Section Search table above specifies that if material is received into storage type
002 with no storage section indicator, it will be directed first to storage section 001, then
storage section 002. Materials with a storage section indicator of 001 will also be directed
first into section 001, then 002. Materials with a storage section indicator of 002 will be
directed first into section 002, then 001.
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Appendix-19
Storage Unit Type definition: In the storage types for shelf storage and pallet storage, you
indicated that the SUT Check was active. This means that the system will check the bin type
against the storage unit type before allowing a putaway into a stoage bin. You will be working
with pallet sizes E1 (Europallets) and IP (Industrial pallets). A Europallet will fit in either an
E1 or P1 bin. The Industrial pallet will only fit in the P1 size bin.
Under Definitions, you first verify that the bin types E1 and P1 and storage unit types E1 and
IP exist. Under Assignments, specify that the storage unit types are allowed in the storage
types for shelf and pallet storage.
Storage
Type
Storage
Unit
Type
Shelf (002) E1
IP
Pallet
(007)
IP
E1
Check the assignment of storage unit type to storage bin type. The chart below indicates
that pallet size E1 can go into bin sizes E1 or P1, and that IP can only go into storage bin
type P1.
Storage
Unit Type
Storage
Bin
Type
E1
E1
IP
P1
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Appendix-20
Activities
Movement Types
Verify WM movement types were copied for your warehouse number. There are no changes
to make to the standard WM movement types at this time.
Inventory
Define the Inventory method for each storage type. Continuous Inventory method (PZ) will be
used for all three storage types.
Interfaces
Inventory Management - Movement Types
Verify MM-WM Interface to inventory management. There are no changes to make to this
table at this time. If you make any changes to this table based on the movement type matrix
provided above, be sure to affect only your warehouse number.
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Appendix-21
Master Data
Storage Bins
Storage Bin Definition: Storage bins will need to be created in all 3 storage types.
These bins can be created manually or generated automatically using a template.
Shelf and Pallet Storage: Create according to the structure:
St.
Type
Storage
Section
Maximum
Weight
Bin
Type
Begin
Shelf
001
1000
E1
01-01-01 01-05-05
Shelf
002
2000
P1
02-01-01 02-05-05
Pallet
001
2000
P1
A-01
BIN
Bin Structure
Material
End
A-10
Max Qty
T-MS-##
150
FIX-2##
T-BW-##
150
FIX-3##
T-BW20-##
250
You will also need to create the pre-defined storage bins for the interim storage types.
Remember that these bins are master data and are created from the WM menu.
Add the material master warehouse view to the three materials you are testing with.
Use the information given to you in the business scenario to determine how to fill in the
material master data below. Then, create the material master records/warehouse view as
required for your new warehouse.
Warehouse 2## (Warehouse level data)
Material
Palletization U
N
(LE
Quantity)
SUT
Stock
Removal
Stock
Placement
Addn to
Stock
T-MS-##
T-BW-##
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Appendix-22
T-BW20-##
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Appendix-23
Storage
Bin
Minimum
quantity
Maximum
quantity
Control
quantity
Replenishment
quantity
T-MS-##
T-BW-##
T-BW20-##
Goods Receipt
Because you are creating the new warehouse to off load inventory from your existing
warehouse, you will be moving material from the old warehouse into the new one using
movement type 311, Storage location to storage location. Transfer the following quantities of
materials from storage location 01## to storage location 02##:
Material
Total
Industrial Pallets
(IP)
Europallets
(E1)
T-MS-##
65
3 pallets of 15
2 pallets of 10
T-BW-##
50
2 pallets of 15
2 pallets of 10
Goods Issue (Note: contact instructor if you are not familiar with the SD process)
Create a sales order for 5 pieces of T-BW20-##. Before saving the order, add storage location
02## to the line items shipping detail.
Create a Delivery Note with reference to the Sales Order you created.
Create a Transfer Order with reference to the delivery note. Was the quantity picked from your
fixed bin picking area? If so, confirm the TO and post goods issue. (Note: remember that you
can post the goods issue by putting a 2 in the Adopt pick qty field from the TO confirmation
screen.)
Customer
1400
Sales Org.
1000
Dist. Channel
10
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Appendix-24
Division
00
Stor. Location
02##
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Appendix-25
OPTIONAL:
Additional set-up
Change the movement type 101 in the MM WM movement type table to create transfer
orders automatically. Be sure to work only in your warehouse! (You will need to copy the
entry provided for warehouse *** to your own warehouse number.) In addition, have a mail
message sent to your user-id if there are any errors.
Step 1:
Copy the appropriate 101 entry in the MM-WM movement type table and set the
field IM WM to A.
Step 2:
Look at the Mail column and select the appropriate entry. (To verify that
customizing, look under Activities Transfers Setup automatic TO creation for
TRs and posting change notices.)
Step 3:
1000
Purchasing Org.
1000
Purchasing Group
001
Plant
1000
Stor. Location
02##
Step 4:
Step 5:
Step 6:
Receive the remaining 40 pieces into your warehouse. (Your TO will not be
created automatically and you will get an express message in your inbox describing
the error).
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Appendix-26
Set-up a special movement indicator, so that a goods receipt (101) for material T-BW-## will
be placed directly in Fixed bin storage (005). Change the MM-WM table so that a TR and a
TO are not created for movement type 101. Again, please be sure to affect only your
warehouse!
Step 1:
Step 2:
Create a new WM movement type. (Copy 101. Change the source storage type to
005 and Fixed Bin.)
Step 3:
Copy the appropriate 101 entry in the MM-WM table. Enter your warehouse
number, the new special movement indicator, reference the new WM movement
type you created to the 101 Reference movement type and remove the TR create
flag.
Step 4:
You can tie the special movement indicator to the material master record for T-BW##, or you can enter the special movement indicator at the time of the goods receipt
by clicking on WM parameters.
Step 5:
Test. Create a Purchase Order for 10 pieces of T-BW20-##. Receive the goods.
Check the WM parameters.
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Appendix-27
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Appendix-28
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Appendix-29
Master Data:
Create Storage Bins Manually: Logistics Materials management Warehouse
management Master data Storage bin Create Manually.
Create Storage Bins Automatically: Logistics Materials management Warehouse
management Master data Storage bin Create Automatically.
Create Storage Bins for Interim Storage: Logistics Materials management Warehouse
management Master data Storage bin Create For interim storage.
Create Material Master: Logistics Materials management Warehouse management
Master data Material Create.
Change Material Master: Logistics Materials management Warehouse management
Master data Material Change.
IM Processing:
Storage Location to Storage Location: Logistics Materials management Inventory
management Goods movement Transfer posting.
Display Stock Balances from IM: Logistics Materials management Inventory
management Environment Stock Stock overview.
SD Processing:
Create a delivery note: Logistics Sales and distribution Shipping Delivery Create.
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Appendix-30
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Appendix-31
WM Processing:
Display Transfer Requirement: Logistics Materials management Warehouse
management TransRqmt Display By storage type (leave storage type blank
for all TRs to display).
Display Transfer Order: Logistics Materials management Warehouse management
TransOrder Display List
Create Transfer Order from Transfer Requirement: From TR display, select a TR and TO in
foregr. Select Palletization; Stock plcmnt foregrnd; Enter; Generate+next mat.
Save.
Confirm Transfer Order: Logistics Materials management Warehouse management
TransOrder Confirm Transfer Order
Display Stock Balances from WM: Logistics Materials management Warehouse
Management Master data Material Stock Stock Overview (or Stock
Bin Stock).
Create a TO for a delivery: Logistics Materials management Warehouse management
TransOrder Create For delivery.
Create entry for Pre-Allocated Stock: Logistics Materials management Warehouse
management TransOrder Pre-allocated stock
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Appendix-32