TAMM41 Materials Management - Appendices

TAMM41
Materials Management Appendices
SAP AG 1999 AG

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System R/3 TAMM41 Materials Management - Appendices Release 4.6B April, 2000 Material Number: 50032315

Copyright

Copyright 2000 SAP AG. All rights reserved. Neither this training manual nor any part thereof may be copied or reproduced in any form or by any means, or translated into another language, without the prior consent of SAP AG. The information contained in this document is subject to change and supplement without prior notice. All rights reserved.

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Content: Appendices

Preface Unit Unit Unit Overview Standard Courses Additional Exercises Menu Paths Unit Unit Technical Details: Material Master Others

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Overview Standard Courses

Contents:
l Standard Courses in MM l Standard Courses in other areas

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Materials Management
Level 2
LO510 3 days Inventory Management LO515 3 days Invoice Verification LO520 3 days Purchasing Details and Optimization LO525 2 days Consumption-Based Planning and Forecasting LO540 2 days Procurement of External Services LO925 2 days Cross-Application Business Processes in SD and MM LO640 3 days Foreign Trade 2 days LO715 QM in Procurement
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Level 3

5 days LO550 Cross-Functional Customizing in MM 2 days LO521 Pricing in Purchasing

LO020 Processes in Procurement

5 days

LO955 3 days Batch Management

LO235 KANBAN

2 days

With the help of this slide you may inform yourself about the standard courses in the MM module. Furthermore you are able to get an idea of how many topics are covered in standard courses in the TeamSAP Academy course TAMM40: LO020: LO510: LO511: LO515: LO520: LO521: LO525: LO540: LO550: LO955: all subjects all subjects Physical Inventory: Overview, Cycle Counting and Inventory Sampling nearly all subjects ca. 80 % (no vendor evaluation and no Material Part Numbers in the academy) overview & important details ca. 60 % (there is no forecast in the academy) Overview in week 1. For further details, please visit this course. all subjects overview & important details

Not covered in the academy are the following courses: LO235, LO640, LO715, LO925. If you are interested in subjects contained in these courses, please visit the relevant courses or the related Advanced Academy courses.

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Financial Accounting
Level 2
AC200 5 days General Ledger/ Accounts Payable/ Accounts Receivable Configuration

Level 3
AC205 2 days Financial Closing AC260 2 days Additional Financial Functionality AC660 5 days EC-CS: Consolidation Functions *AC240 5 days FI-LC: Consolidation Functions **AC900 R/3 For Auditors CA550 3 days 4 days Consolidation

AC010

5 days

Financial Accounting and Reporting

AC290 Real Estate Management AC305

5 days

4 days

Asset Accounting AC220 5 days

Special Purpose Ledger AC700 5 days

HR050

5 days

Funds Management: Processes, Organization and Configuration AC270 3 days Travel Management Travel Expenses

Inflation Accounting AC275 1 day Travel Management Travel Planning

Human Resources
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**

from July 2000 on

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1-3

Controlling
Level 2 Level 3
AC412 2 days Cost Center Accounting: Extended Functionality AC410 Cost Center Accounting 3 days AC415 2 days Overhead Orders AC420 AC040 5 days 2 days

Activity Based Costing AC510 3 days Cost Object Controlling for Products AC505 3 days Product Cost Planning AC605 5 days AC515 3 days Cost Object Controlling for Sales Orders AC530 2 days Actual Costing / Material Ledger AC650 Transfer Prices AC620 2 days Executive Information System (EIS) - Setting up the System AC625 1 day Executive Information System (EIS) 3 Business Planning 2 days

Cost Management and Controlling

Profitability Analysis AC610 Profit Center Accounting 2 days

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AC615 2 days Executive Information System (EIS) 1 Reporting

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Human Resources 4.6 (1)

Level 2
HR505 3 days Organizational Management HR305 3 days Configuration of Master Data HR315 Recruitment HR050 5 days AC270 3 days Travel Management Travel Expenses HR540 3 days Compensation Management HR325 3 days Benefits Administration HR580 Reporting in HR HR250
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Level 3
HR510 Personnel Development 3 days

3 days

HR306

3 days

HR515 3 days Training and Event Management HR310/311 5 days

Configuration of Time Recording

see HR2

Time Evaluation HR307 2 days

Human Resources

Configuration of HR System Controls HR350 5 days

Programming in HR HR530 3 days Technical Topics in Human Resources CA500 2 days CATS The Cross Application Time Sheet

3 days

3 days

Employee Self Service

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Human Resources 4.6 (2)

Level 2
HR305 Configuration of Master Data 3 days

Level 3
HR390 Introduction to Payroll HR400 5 days 2 days

Payroll Configuration HR050 5 days HR4xx 3 days Country-Specific Payroll HR7xx 2 days

Human Resources

Payroll Reporting (Country-Specific)

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Logistics Execution
Level 2 Level 3

LO530 3 days Warehouse Management LO140 3 days Processes in Logistics Execution LO610 Shipping 2 days

LO531

3 days

Additional Topics in Warehouse Management LO650 3 days Cross-Functional Customizing in SD

LO611 Transportation

3 days

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Sales and Distribution

Level 2
LO604 Sales Support LO605 Sales LO610 Shipping LO611 Transportation LO615 Billing LO620 Pricing in SD LO640 Foreign Trade 1 day 4 days 2 days 2 days 2 days 3 days 3 days LO650 Cross-Functional Customizing in SD 3 days

Level 3
LO606 Sales Workshop 1 day

LO150 5 days Processes in Sales and Distribution

LO645 2 days Credit and Receivables Risk Management LO925 2 days Cross-Application Business Processes in SD and MM
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Production Planning
Level 2
LO980 3 days Engineering Change Management LO235 KANBAN LO050 5 days Manufacturing Planning & Execution for Discrete & Repetitive LO205 3 days Basic Data for Discrete Manufacturing LO985 3 days LO206 3 days Basic Data Part 2 2 days

Level 3
LO210 5 days Production Planning LO215 5 days Production Orders LO225 3 days LO230 5 days

Capacity Planning

LO720

2 days

Repetitive Manufacturing LO930 2 days Logistics Information System (LIS) Reporting

CAP Calculation of Standard Values 2 days LO275 Special Features of LIS in Production 2 days LO935 Logistics Info Planning

Classification LO955 3 days Batch Management 5 days LO990 Variant Configuration Part 1

LO991

3 days

Variant Configuration Part 2

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Enterprise Controlling
Level 2 Level 3
E C - E I S: Executive Information System AC615 2 days Executive Information System (EIS) 1 Reporting AC620 2 days Executive Information System (EIS) 2 Setting up the System E C - B P: Business Planning AC625 1 day Executive Information System (EIS) 3 Business Planning

E C - P C A: Profit Center Accounting AC040 5 days AC610 Profit Center Accounting E C - C S: Consolidation AC660 5 days Consolidation of Investments 2 days

Cost Management and Controlling

EC-CS: Consolidation Functions AC205 2 days Financial Closing AC220 5 days Special Purpose Ledger
Controlling Enterprise Controlling Financial Accounting

AC010

5 days

AC665 3 days EC-CS: Integration

Financial Accounting and Reporting

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Additional Exercises

Contents:
l Procurement Processes

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Hints to the Exercises

l This exercise is intended to test and

consolidate your knowledge.

l You should be able to practice this exercise by

yourself.
l If necessary, use your course documents and

the R/3 Online Help Library.

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Procurement Processes Exercises

Procurement Processes

At the conclusion of this exercise, you will be able to: Estimate how much you have understood of the previous subjects

You have various roles in the following business scenario. Map the required processes in the SAP System to meet your material management requirements.

Foreword 1-1 Aim of exercise This exercise is intended to test and consolidate your knowledge. Work through the exercises yourself and, if necessary, use your course documents. The instructor will answer any questions. No solutions are provided for these exercises. 1-2 General information In this exercise (unlike the other ones) you are provided only with the most important information you need to do the exercises. It is therefore essential that you read the scenarios thoroughly and use them in the correct business processes. You will find that it is up to you to provide much of the information and data.

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A functional business process is provided so that you can check whether you have completed the exercise successfully. Please make a note of the data and documents you create on this exercise sheet. 1-3 Basic data You are provided with information on all the required data and settings. Unless you are told othe rwise, work with: Company code: 1000 (IDES) Purchasing organization: Plant: Purchasing group: MRP controller: 1000 (IDES) 1000 (Hamburg) LO020-## (T##) 0##

Use only vendors T-K12A##, T-K12B##, and T-K12C## for your processes. If the vendor master T-K12B-## does not exist, please create this vendor via the central maintenance transaction as a copy of vendor master record TK12A-## using the following data (incl. Accounting view): Company code: Purchasing organization: Account group: Address data: Recon. Account: Payment methods: Order currency: Terms of payment: Incoterms: Automatic Purch. Order: yes 160000 Check and Bank Transfer UNI 0002 FOB Mannheim 1000 (IDES) 1000 (IDES) LIEF (Your choice)

Good Luck!

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Engineering/Design department 2-1 You have just finished manufacturing a new product. To manufacture this product, you need a new component that has never been used before in your company. This component is to be managed under the number Teil-## in your company. Teil-## goes into full production and, in future, will be available as a spare part for internal customers. 2-2 In the Engineering/Design view, enter the data required. Which material type do you choose? ___________________________ The description of the component is: ____________________ Which view(s) do you create? ___________________________ Which data do you enter? ______________________________________________________ ______________________________________________________

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Purchasing 3-1 The Engineering/Design department has informed you that a new material Teil-## has been created in the system. You are asked to find possible vendors for the component in the next few days. In your company, the buyer usually maintains the data relevant to accounting. As you do not yet know what the material costs, do not enter the accounting data until you know the prices of possible suppliers. Teil-## is relatively low in value and is not subject to short-term price fluctuations. You want to valuate it at a fixed price. 3-3 Which view(s) do you create? ____________________________ Make a note of the most important data: ______________________________________________________ ______________________________________________________ ______________________________________________________

3-2

Warehouse 4-1 Make sure that Teil-## can be placed into storage. There are no particular requirements. Which view(s) do you create? ____________________________ Make a note of the most important data: ______________________________________________________ ______________________________________________________

4-2

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Purchasing 5-1 You check in the system if price data for Teil-## has already been entered in another department. How do you do this (transaction)? Is there price data? ______________________________________________________ ______________________________________________________ 5-2 You send RFQs to three vendors (T-K12A##, T-K12B##, and T-K12C##). The amount in the RFQ is 10,000 in accordance with your expected annual requirements. As QI wants to check the parts before the vendor is released, inform your potential vendors in your RFQ that you will order 100 parts on the condition that they are given the order. RFQ numbers / vendor: ______________________________________________________ ______________________________________________________ ______________________________________________________ 5-3 You have received the quotations. T-K12A## offers Teil-## for 12 UNI / pc for quantities above 100 pcs with delivery free of charge. The delivery time is 5 days. T-K12B## can deliver Teil-## for 10 UNI / pc, but requires a flat-rate lowquantity surcharge of 250 UNI for quantities below 200 pcs. There is also a flat-rate freight charge of 150 UNI per delivery. The delivery time is 1 week. T-K12C## charges 14 UNI / pc, with no freight charge for quantities over 100 pieces and a 2% freight surcharge for quantities under 100 pieces. The delivery time is 10 days.

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5-4

According to the information from Production, you will order the material about 20 times per year; that is, you expect deliveries of 500 pieces a time. Analyze the quotations and reject those you do not want to include. Most reasonable vendor:_____________ Effective price / pc ________

5-5 5-6

Create an info record based on the most reasonable quotation. Extend the material master record of Teil-## with the data that is required for the purchase order and account management. Which view(s) do you maintain? ____________________________ Make a note of the most important data: ______________________________________________________ ______________________________________________________

5-7

Order 100 pieces of the material with reference to the most reasonable quotation. Also order an inspection gauge for your cost center 4100 from the same vendor (material without a master record). The vendor informed you by telephone that the price is 200 UNI. Issue the purchase order as a message. PO number:____________________________________________

5-8

Shortly after you have issued the purchase order, you notice that you require another piece of material M-01. You therefore change the purchase order and add the monitor as a third item. The price is 1000 UNI. You send the changed purchase order to the vendor.

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5-9

The vendor calls you because he or she does not know anything about item 3, M-01. You discover that you have ordered the item from the wrong vendor and cancel it. To let the vendor know, you send him or her a message to this effect.

Warehouse 6-1 6-2 6-3 The vendor sends you 50 pieces of the ordered material plus the inspection gauge. Teil-## is inspected first. The QM department makes a positive usage decision. You therefore transfer Teil-##. The prototype production department requires 25 pieces to prepare the material for repetitive manufacturing. You issue the required quantity to the appropriate cost center (4110). Goods issue, movement type: Consumption for cost center from warehouse

Engineering/design, manufacturing, ma terials planning and purchasing It is decided that the material does not have any defects and should be procured regularly from this vendor. It is also decided that the procurement process with regard to materials planning, purchasing, and invoice verification should be as simple and cheap as possible.

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Materials planning 8-1 As the MRP controller responsible, you work out an appropriate planning strategy. After consulting the warehouse and production, you decide that it is not advisable to keep more than 800 pieces of the material Teil-## in stock (=maximum stock level). As soon as the stock drops below 300 pieces, the replenishment of the material is automatically initiated. In this case, the stock level should be completely replenished. To cover possible risks and fluctuations, you plan to hold a safety stock of 50 pieces. According to the Purchasing Department, the vendor requires a delivery time of 5 days. As you also want to take future requirements into account in materials planning, you decide on an approporiate MRP procedure (choose MRP type V1). 8-2 Which views and indicators do you maintain? Make a note of the appropriate parameters. ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________

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Invoice verification 9-1 The vendor charges you for the complete quantity of the sample purchase order (100 pc). You enter and post the invoice. Can the Financial Accounting Department pay the invoice? Give a reason for your answer. ______________________________________________________ ______________________________________________________

10

Purchasing 10-1 As you do not want to process every purchase requisition for the vendor and Teil-## manually, you configure the system so that the purchase requisitions are automatically assigned with sources of supply. These purchase requisitions are to be converted to purchase orders automatically via a report. 10-2 Maintain all the data that is required to do this.

Hint: Material master, vendor master, info record, and source list.

Which entries are essential? ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________

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11

Start of production 11-1 As the person responsible in Production, you require 200 pieces of Teil-## in 2 weeks. You therefore create a reservation to ensure that this component is available for the required date.

... Inventory Management Reservation Create

Base date: Movement type: Cost center: Teil-##:

Current date +2 weeks 201 4100 200 pieces

Accept any messages and save 11-2 As the MRP controller, you are currently checking the stock/requirements list for Teil-##. Are there any requirements and, if so, are these covered? ______________________________________________________ You carry out a planning run for Teil-## and save it. What is the result? ______________________________________________________ 11-3 In Purchasing, you are processing all purchase requisitions which have already been assigned sources of supply. Assign a source of supply for Teil## and display the purchase order that is created. PO number:____________________________________________ 11-4 A delivery from vendor T-K12B-## arrives in goods receipt. It is the remaining 50 pieces from the sample purchase order and the ordered quantity from the reservation.

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11-5

The accounts payable clerk settles all the vendors invoices for Teil-##. Invoiced amount: ____________________________

Exercise complete! Did you complete the process? No? Go through the exercises again step by step or speak to the instructor Congratulations!

Yes?

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Menu Paths

Contents:
l Menu Paths

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3-1

Frequently-used Menu Paths

LO020 4.6 Processes in Procurement

Activity
Master Data:
Material master: Create material Material master: Create material (alternative) Material master: Display material Material master: Change material Material master: Extend material view Material master: Enter storage locations collectively: Material master: Materials list Material master: Change documents Info record: Create / Change / Display Vendor (all data) Create / Change / Display Vendor (purchasing data) Create / Change / Display Conditions by vendor Logistics Materials Management Material Master Material Create (Special) Logistics Materials Management Material Master Material Create (General) Immediately Logistics Materials Management Material Master Material Display Display Current Logistics Materials Management Material Master Material Change Immediately Logistics Materials Management Material Master Other Extend Material View(s) Logistics Materials Management Material Master Other Enter Storage Locations Logistics Materials Management Material Master Other Materials List Logistics Materials Management Material Master Material Display Changes Active Changes Logistics Materials Management Purchasing Master Data Info Record Logistics Materials Management Purchasing Master Data Vendor Central Logistics Materials Management Purchasing Master Data Vendor Purchasing Logistics Materials Management Purchasing Master Data Conditions Discounts/Surcharges By Vendor Logistics Materials Management Service Master Service Service Master Logistics Materials Management Service Master Service Service Conditions For Service Display
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Menu Path

Service master Service conditions for service

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Activity
Service conditions for vendor without plant Service conditions for vendor with plant

Menu Path
Logistics Materials Management Service Master Service Service Conditions For Vendor Without Plant Display Logistics Materials Management Service Master Service Service Conditions For Vendor with Plant Display

Documents:
Purchase requisition: Create / Change / Display RFQ: Create Quotation: Maintain Price comparison RFQ / Rejection: Issue message Purchase order: Create / Change / Displa y Purchase requisition / Purchase order: Assign and process Create purchase order automatically Logistics Materials Management Purchasing Purchase Requisition Logistics Materials Management Purchasing RFQ/Quotation Request for Quotation Create Logistics Materials Management Purchasing RFQ/Quotation Quotation Maintain Logistics Materials Management Purchasing RFQ/Quotation Quotation Price Comparison Logistics Materials Management Purchasing RFQ/Quotation Request for Quotation Messages Print/Transmit Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known Logistics Materials Management Purchasing Purchase Requisition Follow-On Functions Assign and Process Logistics Materials Management Purchasing Purchase Requistion Follow-On Functions Create Purchase Order Automatically via Purchase Requisitions Logistics Materials Management Purchasing Purchase Order Messages Print/Transmit Logistics Materials Management Purchasing Outline Agreement Contract ... Logistics Materials Management Purchasing Purchase Order Inbound Delivery ... Logistics Materials Management Inventory Management Goods Movement Goods Receipt For Purchase Order Logistics Materials Management Inventory
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Purchase order: Issue message Contract: Create / Change / Display Shipping notification: Create / Change / Display Enter goods receipt

Enter transfer posting

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Activity

Menu Path
Management Goods Movement Transfer Posting

Enter service Enter invoice

Logistics Materials Management Service Entry Sheet Maintain Logistics Materials Management Invoice Verification Logistics Invoice Verification Document Entry Enter Invoice Logistics Materials Management Invoice Verification Logistics Invoice Verification Further Processing Execute ERS Logistics Materials Management Materials Requirements Planning (MRP) MRP Planning Single-Item, Single -Level

Evaluated receipt settlement (ERS) Single planning run

List Displays, Reporting and Information

List display: Purchase requisitions List displa y: Purchase orders List display: RFQ / Quotation List display: Info records List display: Goods receipts Logistics Materials Management Purchasing Purchase Requisition List Displays Logistics Materials Management Purchasing Purchase Order List Displays Logistics Materials Management Purchasing RFQ/Quotation Request for Quotation List Displays Logistics Materials Management Purchasing Master Data Info Record List Displays Logistics Materials Management Inventory Management Environment List Displays Material Documents Logistics Materials Management Inventory Management Environment Stock Stock Overview Logistics Materials Management Inventory Management Environment Stock Stock/Requirements List Logistics Materials Management Purchasing Purchase Order Reporting Purchasing Information System Standard analyses Purchasing group Logistics Materials Management Inventory Management Environment Inventory
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Stock overview

Stock/requirements list

Purchasing group analysis

Analysis of storage location

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Activity

Menu Path
Controlling Standard analyses Storage location

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Frequently-used Menu Paths

Activity Master Data:
Material Master Record Purchasing Info Record LogisticsMaterials ManagementMaterial MasterMaterialCreate/Change/Display LogisticsMaterials ManagementPurchasingMaster dataInfo recordCreate/Change/Display LogisticsMaterials ManagementPurchasingMaster dataVendorPurchasing/CentralCreate/Change/ Display LogisticsMaterials ManagementPurchasingMaster dataSource listMaintain LogisticsMaterials ManagementPurchasingMaster dataQuota arrangementMaintain LogisticsCentral FunctionsClassificationMaster data LogisticsCentral FunctionsMass MaintenanceMass maintenanceDialog processing LogisticsMaterials ManagementPurchasingMaster dataVendor evaluationMaintain LogisticsMaterials ManagementPurchasingMaster dataVendor evaluationAutom. new evaluation

Menu Path

Vendor Master Record

Source List

Quota Arrangement

Classification Mass Maintenance

Vendor Evaluation Maintain

Vendor Evaluation Automatic New Evaluation

Documents:
Purchase Order LogisticsMaterials ManagementPurchasingPurchase orderCreateVendor/supplying plant known LogisticsMaterials ManagementPurchasingOutline agreementContractCreate LogisticsMaterials
TAMM41 3-6

Contracts

Scheduling Agreement
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ManagementPurchasingOutline agreementScheduling agreementCreateVendor known Scheduling Agreement Delivery Schedule LogisticsMaterials ManagementPurchasingOutline agreementScheduling agreementDelivery scheduleMaintain LogisticsMaterials Management PurchasingRequisitionCreate LogisticsMaterials ManagementPurchasingPurchase orderCreateVendor unknown LogisticsMaterials ManagementPurchasingPurchase orderCreateVia req. assgt. list LogisticsMaterials ManagementPurchasing RequisitionFollow on functionsAssign and process LogisticsMaterials ManagementInvoice VerificationLogistics Invoice VerificationFurther processingInvoicing plan LogisticsMaterials ManagementPurchasing RequisitionReleaseIndividual release/Collective release LogisticsMaterials Management Purchasing RequisitionFollow on functionsCreate purchase orderAutomat. via PReqs

Purchase Requisition Purchase Order with Source Determination Process Assigned Purchase Requisitions Assign and Process Purchase Requisitions Invoicing Plan: Automatic Settlement Release of Purchase Requisitions Automatic Gene ration of Purchase Orders

Reports/Analyses
Purchase Order Lists LogisticsMaterials ManagementPurchasingPurchase orderList displaysBy vendor/By materials LogisticsMaterials ManagementPurchasing RequisitionList displaysGeneral LogisticsMaterials ManagementPurchasingMaster dataInfo recordList displaysBy vendor/By material LogisticsMaterials ManagementPurchasingMaster dataVendor evaluationList displaysRanking lists
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Purchase Requisition Lists Info Records

Vendor Evaluation Ranking List

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Vendor Evaluation: Evaluation per Material/Material Group

LogisticsMaterials ManagementPurchasingMaster dataVendor evaluationList displaysEvalns. per mat./gp.

Customizing:
All menu paths begin with: ToolsAcceleratedSAPCustomizingEdit ProjectSAP Reference IMGMaterials ManagementPurchasing Release Creation Profile for Scheduling Agreements Regular Vendor User Parameter EVO User Parameter EFB Scheduling AgreementMaint. Rel. creation profile for Sched. Agmt w. Rel. Docu. Source DeterminationDefine Regular Vendor Environment DataDefine Default Values for BuyersSettings for Default Values Authorization ManagementDefine Function Authorizations for BuyersFunction Authorizations: Purchase Order Purchase OrderInvoicing Plan Purchase RequisitionRelease Procedure Purchase OrderDefine Release Procedure Vendor Evaluation Material MasterDefine Manufacturer Part Profile

Invoicing Plan Release Procedures for Requisitions Release Procedures for Purchase Orders Vendor Evaluation Manufacturer Parts Profile

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Menu paths for LO510

Goods movement

Goods receipt / Goods issue / Stock transfer /

Transfer posting

Documents

Reservation / Purchase order / Invoice / Material document

Pipeline

Goods issue from pipeline / Pipeline liabilities

Consignment Transfer posting consignment to own / Goods issue from consignment stores / Consignment liabilities / Display vendor consignment stock / Display vendor consignment liabilities

Subcontracting

Transfer posting to stock with subcontractor / SC stocks per vendor / Subsequent adjustment

Master data

Info record / Material master record / Bill of material

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Reports Stock overview / Material documents for material / Current stock/requirements list / Material document for posting date / Consumption statistics / Warehouse material / Reservations for material / Reason for movement

Goods movement
Goods receipt Logistics Materials management Inventory management Goods movement Goods receipt For Purchase order PO number known (movement type 101) (transaction MB01) For purchase order PO number unknown (movement type 101) (transaction MB0A) GR blocked stock For Purchase Order PO number known (movement type 103) For Purchase order PO number known (movement type 101). To post the material to blocked stock, choose S in the field marked T (stock type). For Purchase order PO number known (Movement type 101). To post the material to quality inspection stock, choose X in the field marked T (stock type).

Purchase order

Blocked stock

Quality insp. stock

Init. entry of st. bals Choose Others. From the menu, choose movement type Receipt Init.stck entry (own) To unrestricted (movement type 561) (transaction MB1C) Choose Others. From the menu, choose movement type Receipt Init.stck entry (ext) To unrestricted (movement type 561) (transaction MB1C)

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Goods issue

Logistics Materials management Inventory management Goods movement Goods issue (transaction MB1A)

Goods issue to a cost center

Movement type Consumption To cost center From warehouse (movement type 201) Movement type Issue To sampling From unrestricted (movement type 333) Movement type Issue To sampling From qual. inspection (movement type 331) Movement type Issue To sampling From blocked (movement type 335)

Issue to sampling

Issue to scrap

Movement type Issue To scrap From unrestricted (movement type 551) Movement type Issue To scrap From qual. inspection (movement type 553) Movement type Issue To scrap From blocked (movement type 555)

Stock transfer

Logistics Materials management Inventory management Goods movement Transfer posting (transaction MB1B)

Plant to plant One-step procedure

Movement type Transfer posting Plant to plant Rem. fm/pl. in storage (movement type 301)

Two-step proc. (step 1) Two-step proc. (step 2)

Rem. fm stor. to plant (movement type 303) Pl. in stor. in plant (movement type 305)

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Stor. loc. to stor. loc.

Movement type Transfer posting Stor. loc to stor. loc. Unrestr. to unrestr. (movement type 311)

One-step procedure

Two-step proc. (step 1)

Rem. fm. storage SLoc (movement type 313)

Two-step proc. (step 2) Pl. in storage SLoc (movement type 315)

Transfer posting
Material to material Stock to stock Movement type Transfer posting Material to material (movement type 309) Movement type Transfer posting Stock to stock Blocked to unrestr. (movement type 343) Movement type Transfer posting Stock to stock QI to unrestricted (movement type 321)

Documents

Reservation
Create Change
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Logistics Materials management Inventory management Reservation

Reservation Create (transaction MB21) Reservation Change (transaction MB22)

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Display Manage For material

Reservation Display (transaction MB23) Reservation Manage (transaction MBVR) Reservation For material (transaction MB24)

Purchase order Create Change Display PO statistics

Logistics Materials management Purchasing Purchase order Purchase order Create Stock transfer (transaction ME27) Purchase order Change (transaction ME22) Purchase order Display (transaction ME23) Logistics Materials management Purchasing Purchase order Display. Then choose Item Statistics General Logistics Materials management Purchasing Purchase order Display. Then choose Item Statistics PO history Logistics Materials management Invoice verification Invoice verification Document entry Enter invoice (transaction MRHR) Further processing Display (transaction MR03)

PO history

Invoice

Create Display

Mat. doc.

Logistics Materials management Inventory management Material document Material document Display (transaction MR03) Material document Change (transaction MR02) Material document Cancel/reverse (transaction MBST)

Display Change Cancel

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Pipeline
Goods issue from pipeline Movement type Consumption To cost center From pipeline (movement type 201) (transaction MB1A )

Pipeline liabilities

Logistics Materials management Invoice verification Invoice verification Further processing Settle cons./pipe. liabs (transaction MRKO)

Consignment
Transfer of consignment stock Logistics Materials management Inventory management Goods movement Transfer posting. From the menu, choose movement type Transfer posting Vendor consignment QI to unrestricted (movement type 321) (transaction MB1B) Logistics Materials management Inventory management Goods movement Transfer posting. From the menu, choose movement type Transfer posting Vendor consignment Consignment to own (movement type 403) (transaction MB1B)

Goods issue from consignment stock

Logistics Materials management Inventory management Goods movement Goods issue. From the menu, choose movement type Consumption To cost center From consgt. stores (movement type 201) (transaction MB1A)

Settle consignment liabilities

Logistics Materials management Invoice verification Invoice verification Further processing Settle cons./pipe. liabilities (transaction MRKO)

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Display vendor consignment stock

Inventory Management Environment Consignment Consgnmt from vendor Stock (transaction MB54)

Display consignment liabilities

Inventory management Environment Consignment Consgnmt from vendor Liability (transaction MRKO)

Subcontracting

Transfer posting to subcontractor

Logistics Materials management Inventory management Goods movement Transfer posting Movement type Transfer posting Stck w. subcontract. From unrestricted (movement type 541) (transaction MB1B) Logistics Materials management Purchasing Purchase order Reporting SC stocks per vendor (transaction ME20)

SC stocks per vendor

Subsequent adjustment

Logistics Materials management Inventory management Goods movement Subsequent adjustment Subcontracting (transaction MB04)

Master data Info records Logistics Materials management Purchasing Master data Info record
Info record Create (transaction ME11) Info record Create (transaction ME12) Info record Change (transaction ME13)
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Create Display Change

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Material master
Create Change Display

Logistics Materials management Material master Material

Create (general) Immediately (transaction MMR1) Change Immediately (transaction MM02) Display Display current (transaction MM03)

Bill of material

Logistics Production Master data Bills of material Bill of material Material BOM Display (transaction CS03)

Reports

Logistics Materials management Inventory management Environment

Stock overview

Stock Stock overview (transaction MMBE)

Material documents for material

List displays Mat. doc. for material (transaction MB51)

Reason for movement List displays MBGR)

Stock/requirements list

Reason for movement (transaction

Stock Stock/rqmts. list (transaction MD04)

Material documents for posting date List displays Mat. doc. f. postg. date (transaction MD59)

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Warehouse stock

Environment Stock Warehouse stock (transaction MD52)

Consumption statistics from stock overview:

Create a stock overview and place the cursor on the plant line. Then choose Extras Display material Choose the Extras pushbutton, (then click on the right arrow to scroll along to the Consumption option) Consumption (transaction MMBE)

Consumption statistics from plant stock availability:

Call up the plant stock availability for a material and a plant. Choose DD in the scope of list box. Place the cursor on the plant line and choose the consumption values pushbutton (transaction CO09).

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Menu Paths Frequently-used Menu Paths

Activity
Info Record

Menu Path
LogisticsMaterials ManagementPurchasingMaster dataInfo record LogisticsMaterials ManagementPurchasingOutline agreementContract LogisticsMaterials ManagementPurchasingOutline agreementScheduling agreement LogisticsMaterials ManagementPurchasingMaster dataConditionsDiscounts/surchargesBy vendor LogisticsMaterials ManagementPurchasingMaster dataConditionsOther LogisticsMaterials ManagementPurchasingMaster dataConditionsPricesGeneral overviewBy contract/By info record LogisticsMaterials ManagementPurchasingMaster dataConditionsVendor price changesInvolving info recs/Involving contracts

Maintenance of Time-dependent Conditions:

Contract

Scheduling Agreement

General Conditions

Other Conditions

Display Price Overview

Vendor Price change

Maintenance of Time-independent Conditions:

Purchase Order LogisticsMaterials ManagementPurchasingPurchase orderCreateVendor/supplying plant known LogisticsMaterials ManagementPurchasingPurchase orderFollow on functionsAuto. document adj.Indiv. documents/Create worklist

Automatic Document Adjustment

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Subsequent (End-of Period Rebate) Settlement:

Rebate Arrangement LogisticsMaterials ManagementPurchasingMaster dataSubseq. settlement Vendor rebate arrs. Rebate arrangementCreate LogisticsMaterials ManagementPurchasingMaster dataSubseq. settlement Vendor rebate arrs. List displaysBus. vol data LogisticsMaterials ManagementPurchasingMaster dataSubseq. settlement Vendor rebate arrs. Rebate arrangementCreate settlement documentVia report LogisticsMaterials ManagementPurchasingMaster dataSubseq. settlement Vendor rebate arrs. Rebate arrangementExtend

Business Volume

Settlement Document

Extension of Rebate

Basic Materials Management Functions:

Material Master Record Vendor Master Record LogisticsMaterials ManagementMaterial MasterMaterialCreate/Change/Display LogisticsMaterials ManagementPurchasingMaster dataVendorPurchasing/CentralCreate/Change/ Display LogisticsMaterials ManagementInventory ManagementGoods MovementGoods ReceiptFor Purchase OrderPO Number Known LogisticsMaterials ManagementInvoice VerificationLogistics Invoice Verification Document entryEnter invoice LogisticsMaterials ManagementInvoice VerificationLogistics Invoice Verification Further processingRelease invoices

Goods Receipt

Enter Invoice

Release Invoice

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Customizing:
All menu paths begin with: ToolsAcceleratedSAPCustomizingEdit ProjectSAP Reference IMGMaterials ManagementPurchasing Access Sequences Condition Types ConditionsDefine price determination processDefine access sequences ConditionsDefine price determination processDefine condition typesDefine condition types ConditionsDefine price determination processDefine calculation schema ConditionsDefine price determination processDefine schema groupSchema groups: vendor ConditionsDefine price determination processDefine schema determinationDetermine calculation schema ConditionsDefine price determination processDefine condition exclusionCondition exclusion groups ConditionsDefine price determination processMaintain condition tableCreate/change/display condition table Conditions Automatic Document Adjustment Control Document Adjustment Control Purchasing Document Adjustment Conditions Scope of L ist for conditions Define scope of list parameters

Calculation Schemas Schema Groups

Schema Determination

Condition Exclusion

Condition Tables

Automatic Document Adjustment Control Scope-of-List Parameters for Lists of Conditions

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Technical Details: Material Master

Contents:
l Material Master Tables and Details l User Exits

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Material Master - Table Structure

MARA

MAKT

MARM

MVKE

MLAN

MEAN

MBEW

MARC

MLGN MLGT

MARD

MVER

MAPR

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The individual tables contain the following data: MARA General data MAKT MARM MVKE MLAN MEAN MBEW MARC MLGN MLGT MARD MVER MAPR Descriptions/short texts Conversion factors Sales data per sales organization Sales data per country EAN (European Article Number) data Valuation data Material data per plant Material data per WM warehouse Material data per WM storage type Material data per storage location Consumption data Forecast data (pointer)

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Technical Details for the Material Master

Development class(es) Function group(s) Module pool Logical database(s) Number range object(s) NR element NR group table NR group(s) NR transaction(s) Authorization class Authorization object(s) Lock object(s) Change document object Matchcode object(s) Message class(es) Archiving class(es) Archiving object Profile(s)
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MG, MGA .. M.... SAPLMGMM, SAPLMGD1 None MATERIALNR 01 internal 02 external None Group 1 MMNR Material Master M_AENR_BGR Material master authorization group EMMAR* (several) EMVKE* None MAT1, MAT2, MCH1 MM, M3, WE, MG

MRP-profile, forecast-profile

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Material Master User Exits: Number Assignment (I)

l Internal Number Assignment

Number assigned when you create material, not when you save it.

l Customer Enhancement MGA00001

(Exit: EXIT_SAPLMGMU_001, module MATERIAL_UPDATE_ALL) Completes checks for customer-specific fields. Extends checks for existing fields. Can change material data (restricted). Example: enter basic material, material group, and consecutive number as material description.

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Material Master User Exits: Number Assignment (II)

l Customer Enhancement MGA00002

(Exit: EXIT_SAPLMG02_001 for internal number assignment, module MATERIAL_NUMBER_GET) Influences internal material number assignment:
n

Internal number changed by customer program. Example: program takes internal material number from number range, attaches it to the material type, and saves the new number.

(Exit: EXIT_SAPLMG02_002 for external number assignment, module MATERIAL_NUMBER_GET) Influences external material number assignment:
n

External number changed by customer program. Example: program adds check digit to external material number.

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Material Master User Exits: Number Assignment (III)

l Customer Enhancement MGA00003

(Exit: EXIT_SAPLOMCV_001 and EXIT_SAPLOMCV_002 , EXIT_SAPLOMCV_901 and EXIT_SAPLOMCV _902 , module: MATERIAL_UPDATE_ALL) MATERIAL_UPDATE_ALL) Influences material number display format:
n

Example: Converts the material number from #### to MAT-#### Caution: Problem using the search help, for example, using the search term M* Result 1: Result 2: All materials starting with MATAll materials starting with MAT- M

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Others

Contents:
l The Full-Cycle SAP B2B Procurement Solution l SAP B2B Procurement Architecture l Date Transfer Programms

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The Full-Cycle SAP B2B Procurement Solution

Steps of the SAP B2B Procurement Solution

Creation and editing of requisitions, purchase orders, and reservations Approval and rejection of requisitions and purchase orders Status and tracking of requisitions, purchase orders, and reservations Desktop receiving and service entry support Invoicing Reporting
SAP AG 1999

SAP BBP handles all the processes associated with the procurement of maintenance, repair and operations (MRO) of both goods and services. It effectively organizes and automates MRO purchasing by moving the buying process to the corporate employees desktop. This improves order accuracy, allows process transparency, cuts costs, and reduces cycle -time. Unlike current best-ofbreed solutions that only handle certain isolated tasks, the SAP BBP solution manages all the steps within the requisition-to-payment process: Creation and maintenance of requisitions, purchase orders and reservations Approval and rejection of requisitions and purchase orders Status and tracking of requisitions, purchase orders and reservations Desktop receiving and service entry support Invoicing - Supplier based - ERS Procurement Card interface Reporting

GUI as part of EnjoySAP Initiative, by FROG Design.

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SAP B2B Procurement Architecture

l l

Built upon R/3 core Purchasing functionality Incorporates SAP Business Workflow Communicates with one of the following R/3
7 R/3 Release 3.1H 7 R/3 Release 4.0B 7 R/3 Release 4.5A

SAP B2B Proc.

R/3 Rel. R/3 Rel. 4.5A 4.5A R/3 Rel. R/3 Rel. 4.0B 4.0B

Non Non R/3 R/3

R/3 Rel. R/3 Rel. 3.1H 3.1H

l l

Based on R/3 Release 4.5 nucleus Built using the SAP ITS technology

SAP AG 1999

n n n n

Solution delivered as part of SAP SCM initiative. First Customer Shipment (FCS) in Q4/1998. Based on R/3 core purchasing functionality and SAP Business Workflow. Based on open scalable SAP Business Framework architecture for component design and interfaces BAPIs for realtime cross enterprise supplier integration based on XML technology.

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Data Transfer Programs

Master data in the the old system

Direct input process

Function module (background processing only)

SAP Database Screen (in dialog or in the background)

Formatting of the master data data in SAP format format

Batch input process

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n n n n n

SAP provides the file layout for each master file. The user must create an SAP master file using the file layout provided and then write a conversion program to extract the legacy system data and transfer it into the SAP master file in the SAP format. Once in an SAP format the user can update the SAP database using the direct input or batch input process. Regardless of the input process used, the SAP System performs its normal data validation routines. The data transfer process is covered in course BC420.

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Supplement for Message Control

For a comprehensive description of message determination, see the documentation CA Message Control, which you can find in the SAP Library as follows: SAP Library Cross-Application Components General Application Functions (CA-GTF) CA Message Control

Gen eral Information

Output and follow-on processing of partner-specific messages is automated using Message Control. The application calls the Message Control function using defined interfaces. Message Control is a service program for other applications. Message Control and the Link to the R/3 Application

R/3 application Application object Communication structures Calls Passes on data Checks Processes Message default

Proposes

Condition elements Condition tables

Message determination

Has an assignment

Writes

Message status Is processed Receives status Message processing

Starts

Processing program

...
Printout Fax event Telex Mail EDI CPIC Workflow

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Features
The R/3 System condition technique is used to formulate the dependent data constellations for Message Control. During message determination, the system checks whether one or more records in condition tables match the current application data. If this is the case, message determination was successful, one or more messages were found, and the corresponding message default is triggered. If the application supports it, you can change (edit) the default. Consequently, the message is processed further immediately or at specific times. The processing status of the message is stored in a status record. If the application supports it, the system writes a processing log. The Condition Elements: Hierarchy Example for Purchasing

Feldkatalog fr Konditionsschlssel

Anwendung

Applikationsfilter

Applikation

EF
Kommunikationsstruktur

RMBEV1 RMBEA1 Schema RMBEF1

AUFB MAHN Nachrichtensteuerung Nachrichtenart NEU

Zugriffsfolge

0001

B026 Zugriff auf Konditionstabelle B025 B027

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Terms Used Application

An application component is generally also described as an application. Each specific application that wants to use Message Control is assigned an application ID (such as EF for Purchasing Purchase Order, V1 for Sales, MR for Invoice Verification).

Field catalog
The field catalog contains all fields that can be selected as keys for the condition tables for message control. An application filter is created for each application using this field. This filter determines which fields in the field catalog can be selected for the application in question. For example, the fields Purchasing organization and Purchasing group are defined for the application EF (Purchasing Purchase Order) and the fields Plant and Storage location are defined for the application ME (Inventory Management).

Communication structure
When the Message Control function is called, application data for transfer to Message Control is placed in communication structures. This application data is required for message determination.

Condition table
A condition table is a table that consists of one or more condition keys and a data part: The condition keys can be selected according to the data constellation that the system is searching for the message for. The key fields originate in the field catalog. The data part depends on the use of the condition technique (message determination, price determination, or account determination) and consists of the fields that describe the message. In the case of message determination (that is, when the condition table is being used by Message Control), the data part consists of an index for the table of message attributes (NACH). The message attributes include, for example, the processing time point, the transmission medium, and the language. This data is specified when creating a message, that is, when creating the appropriate condition record in the applications.

Condition record
Condition records are entries in a condition table. The condition records in an output condition table therefore describe the values or field contents that lead to a message, and the attributes for this message. Depending on the application, the message found is proposed in the business process or passed on for processing.

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Message schema
A schema is the group of permitted messages for each message application (reprint, reminder, and so on). Each schema is searched separately for messages that are to be further processed in the data constellation specified (for example, send electronically or printed out). You can specify conditions for the individual message type in a schema, under which the messages are to be created. For example, the system checks whether the message has already been reprinted when message type MAHN is used in Purchasing. An application uses the current document type to determine exactly one schema that it passes on to message determination. The schema is thus a group of message types from the perspective of the application and is used for automatic default of messages for a business transaction.

Message type
A message type is an ID for the message content and is used to manage parameters for message determination. A message type (or condition type) groups together messages with the same meaning. It contains parameters that apply to all messages assigned to the group, such as partner roles defined.

Access sequence
An access sequence is a message determination strategy that the system uses to determine valid values for the message default. An access sequence: Determines the sequence in which the system works through the condition tables. The system searches for messages in the condition tables. You can agree that the system stops searching the condition tables of the access sequence once it has found a hit (Exclusive indicator). Assign fields from the communication structure to the keys for the condition tables (= table access). Using the content of the communication structure, the system tries to read the condition table and find a record (that is, a message). When this is successful, the record in the condition table is processed into a message status record for table NAST.

Partner determination
During partner determination, the application passes on the communication structures and a table of partners for the application object to Message Control. This table contains partner roles and partner numbers. In this case, you have to specify only the partner role in the condition record, since the partner for the corresponding partner role is passed on in the message status record during message determination. Therefore, the addressee for the message is known. If you have agreed on a partner number in the condition record, this is passed on to the message default every time.

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