tamm41_material_management_extras.pdf

SAP AG 1999

TAMM41 Materials Management - Appendices

TAMM41TAMM41TAMM41

Materials Management -AppendicesMaterials Management -Materials Management -AppendicesAppendices SAP AG

n System R/3 TAMM41 Materials Management - Appendices

n Release 4.6B

n April, 2000

n Material Number: 50032315

SAP AG 1999

Copyright 2000 SAP AG. All rights reserved.

Neither this training manual nor any part thereof maybe copied or reproduced in any form or by any means,or translated into another language, without the priorconsent of SAP AG. The information contained in thisdocument is subject to change and supplement without priornotice.

All rights reserved.

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SAP AG 1999

Unit Technical Details: Material Master

Unit Others

Unit Overview Standard Courses

Unit Additional Exercises

Unit Menu Paths

Content: Appendices

Preface

© SAP AG TAMM41 1-1

SAP AG 2000

Contents:

Overview Standard Courses

l Standard Courses in MM

l Standard Courses in other areas


SAP AG 1999

Materials Management

Processes inProcurement

LO020 5 days

Inventory ManagementLO510 3 days

Invoice Verification3 daysLO515

Consumption-BasedPlanning andForecasting

LO525 2 days

Procurement ofExternal Services

LO540 2 days

Foreign TradeLO640 3 days

QM in ProcurementLO715 2 days

KANBANLO235 2 days

Batch ManagementLO955 3 days

Pricing in Purchasing2 days LO521

Cross-FunctionalCustomizing in MM

5 days LO550

Purchasing Details andOptimization

LO520 3 days

Cross-ApplicationBusiness Processes inSD and MM

LO925 2 days

Level 2 Level 3

n 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: all subjects


� LO511: Physical Inventory: Overview, Cycle Counting and Inventory Sampling

� LO515: nearly all subjects

� LO520: ca. 80 % (no vendor evaluation and no Material Part Numbers in the academy)

� LO521: overview & important details

� LO525: ca. 60 % (there is no forecast in the academy)

� LO540: Overview in week 1. For further details, please visit this course.


� LO955: overview & important details

n 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.


SAP AG 1999

Financial Accounting

Financial Accountingand Reporting

AC010 5 days Real EstateManagement

AC290 5 days

Asset AccountingAC305 4 days

Special Purpose LedgerAC220 5 days

Human Resources

HR050 5 days

Funds Management:Processes, Organizationand Configuration

AC700 5 days

EC-CS:Consolidation Functions

AC660 5 days

FI-LC:Consolidation Functions

*AC240 5 days

R/3 For Auditors

**AC900 4 days

Inflation Accounting

CA550 3 days

Level 3Level 2C

on

solid

ation

Financial ClosingAC205 2 days

Additional FinancialFunctionality

AC260 2 days

General Ledger/Accounts Payable/Accounts ReceivableConfiguration

AC200 5 days

Travel ManagementTravel Expenses

AC270 3 days Travel ManagementTravel Planning

AC275 1 day

** from July 2000 on


SAP AG 1999

Controlling

Cost Managementand Controlling

AC040 5 days

Cost CenterAccounting

AC410 3 days

Product Cost Planning

AC505 3 days

Profitability Analysis

AC605 5 days

Profit CenterAccounting

AC610 2 days

Executive InformationSystem (EIS) 1 -Reporting

AC615 2 days

Level 2 Level 3

Cost CenterAccounting:Extended Functionality

AC412 2 days

Activity Based Costing

AC420 2 days

Cost Object Controllingfor Products

AC510 3 days

Transfer Prices

AC650 2 days

Executive InformationSystem (EIS) - Settingup the System

AC620 2 days

Overhead Orders

AC415 2 days

Cost Object Controllingfor Sales Orders

AC515 3 days

Actual Costing /Material Ledger

AC530 2 days

Executive InformationSystem (EIS) 3 -Business Planning

AC625 1 day


SAP AG 1999

Human Resources 4.6 (1)

Level 3Level 2

Human Resources

HR050 5 days

Employee Self ServiceHR250 3 days

OrganizationalManagement

HR505 3 days

Travel ManagementTravel Expenses

AC270 3 days

CompensationManagement

HR540 3 days

Reporting inHR

HR580 3 days

Training and EventManagement

HR515 3 days

Time EvaluationHR310/311 5 days

Configuration ofMaster Data

HR305 3 days

Configuration of TimeRecording

HR306 3 days

BenefitsAdministration

HR325 3 days

RecruitmentHR315 3 days

seeHR2

Configuration of HRSystem Controls

HR307 2 days

Programming in HR

HR350 5 days

Technical Topics inHuman Resources

HR530 3 days

CATS The CrossApplication Time Sheet

CA500 2 days

PersonnelDevelopment

HR510 3 days


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Human Resources 4.6 (2)

Human Resources

HR050 5 days

Payroll Reporting(Country-Specific)

HR7xx 2 days

Level 2 Level 3

Payroll Configuration

HR400 5 days

Country-SpecificPayroll

HR4xx 3 days

Configuration ofMaster Data

HR305 3 days

Introductionto Payroll

HR390 2 days


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Logistics Execution

Transportation

LO611 3 days

Processes inLogistics Execution

LO140 3 days

Level 2 Level 3

Additional Topics inWarehouseManagement

LO531 3 days

Shipping

LO610 2 days Cross-FunctionalCustomizing in SD

LO650 3 days

WarehouseManagement

LO530 3 days


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Sales and Distribution

Level 2 Level 3

Processes in Salesand Distribution

LO150 5 days

ShippingLO610 2 days

Pricing in SDLO620 3 days

TransportationLO611 2 days

Foreign TradeLO640 3 days

Credit and ReceivablesRisk Management

LO645 2 days

Cross-ApplicationBusiness Processesin SD and MM

LO925 2 days

SalesLO605 4 days

Sales SupportLO604 1 day

Sales WorkshopLO606 1 day

Cross-FunctionalCustomizing in SD

LO650 3 days

BillingLO615 2 days


SAP AG 1999

Production Planning

Level 2 Level 3

ManufacturingPlanning &Execution forDiscrete & Repetitive

LO050 5 days

EngineeringChangeManagement

LO980 3 days

BatchManagement

LO955 3 days

KANBAN

LO235 2 days

Classification

LO985 3 days Special Features ofLIS in Production

LO275 2 days

Logistics InfoPlanning

LO935 2 days

CAP Calculation ofStandard Values

LO720 2 days

RepetitiveManufacturing

LO225 3 days

Capacity Planning

LO230 5 days

LogisticsInformationSystem (LIS)Reporting

LO930 2 days

Basic DataPart 2

LO206 3 days Basic Data forDiscreteManufacturing

LO205 3 days

ProductionOrders

LO215 5 days

ProductionPlanning

LO210 5 days

VariantConfiguration Part 1

LO990 5 days

VariantConfiguration Part 2

LO991 3 days


SAP AG 1999

Enterprise Controlling

Cost Managementand Controlling

AC040 5 days

Financial Accountingand Reporting

AC010 5 days

Profit CenterAccounting

AC610 2 days

EC-CS: ConsolidationFunctions

AC660 5 days

Financial ClosingAC205 2 days

E C - E I S:Executive Information System

E C - B P:Business Planning

E C - P C A: Profit Center Accounting

Level 3

Special PurposeLedger

AC220 5 days

E C - C S: ConsolidationConsolidation ofInvestments

Executive InformationSystem (EIS) 3 -Business Planning

AC625 1 day Executive InformationSystem (EIS) 1 -Reporting

AC615 2 days

Level 2

Controlling Enterprise Controlling Financial Accounting

Executive InformationSystem (EIS) 2 -Setting up the System

AC620 2 days

EC-CS: IntegrationAC665 3 days


SAP AG 2000

Contents:

Additional Exercises

l Procurement Processes


SAP AG 1999

l This exercise is intended to test andconsolidate your knowledge.

l You should be able to practice this exercise byyourself.

l If necessary, use your course documents andthe R/3 Online Help Library.

Hints to the Exercises


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.

1 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.


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 otherwise, work with: Company code: 1000 (IDES)

Purchasing organization: 1000 (IDES)

Plant: 1000 (Hamburg)

Purchasing group: LO020-## (T##)

MRP controller: 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 T-K12A-## using the following data (incl. Accounting view):

Company code: 1000 (IDES)

Purchasing organization: 1000 (IDES)

Account group: LIEF

Address data: (Your choice)

Recon. Account: 160000

Payment methods: Check and Bank Transfer

Order currency: UNI

Terms of payment: 0002

Incoterms: FOB Mannheim

Automatic Purch. Order: yes

Good Luck!


2 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?

______________________________________________________

______________________________________________________


3 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.

3-2 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:

______________________________________________________

______________________________________________________

______________________________________________________

4 Warehouse

4-1 Make sure that Teil-## can be placed into storage. There are no particular requirements.

4-2 Which view(s) do you create? ____________________________


______________________________________________________

______________________________________________________


5 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 low-quantity 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.


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 Create an info record based on the most reasonable quotation.

5-6 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? ____________________________


______________________________________________________

______________________________________________________

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.


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.

6 Warehouse

6-1 The vendor sends you 50 pieces of the ordered material plus the inspection gauge. Teil-## is inspected first.

6-2 The QM department makes a positive usage decision. You therefore transfer Teil-##.

6-3 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

7 Engineering/design, manufacturing, materials 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.


8 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.

______________________________________________________

______________________________________________________

______________________________________________________

______________________________________________________

______________________________________________________


9 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?

______________________________________________________

______________________________________________________

______________________________________________________

______________________________________________________

______________________________________________________


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: Current date +2 weeks

Movement type: 201

Cost center: 4100

Teil-##: 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.


11-5 The accounts payable clerk settles all the vendor’s 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

Yes? Congratulations!


SAP AG 1999

Contents:

Menu Paths

l Menu Paths


Frequently-used Menu Paths

LO020 4.6 Processes in Procurement Activity Menu Path

Master Data:

Material master: Create material

Logistics → Materials Management → Material Master → Material → Create (Special)

Material master: Create material (alternative)

Logistics → Materials Management → Material Master → Material → Create (General) → Immediately

Material master: Display material

Logistics → Materials Management → Material Master → Material → Display → Display Current

Material master: Change material

Logistics → Materials Management → Material Master → Material → Change → Immediately

Material master: Extend material view

Logistics → Materials Management → Material Master → Other → Extend Material View(s)

Material master: Enter storage locations collectively:

Logistics → Materials Management → Material Master → Other → Enter Storage Locations

Material master: Materials list

Logistics → Materials Management → Material Master → Other → Materials List

Material master: Change documents

Logistics → Materials Management → Material Master → Material → Display Changes → Active Changes

Info record: Create / Change / Display

Logistics → Materials Management → Purchasing → Master Data → Info Record → …

Vendor (all data) Create / Change / Display

Logistics → Materials Management → Purchasing → Master Data → Vendor→ Central→ …

Vendor (purchasing data) Create / Change / Display

Logistics → Materials Management → Purchasing → Master Data → Vendor→ Purchasing → …

Conditions by vendor Logistics → Materials Management → Purchasing Master Data → Conditions → Discounts/Surcharges → By Vendor

Service master Logistics → Materials Management → Service Master → Service → Service Master

Service conditions for service Logistics → Materials Management → Service Master → Service → Service Conditions → For Service → Display


Activity Menu Path Service conditions for vendor without plant

Logistics → Materials Management → Service Master → Service → Service Conditions → For Vendor Without Plant → Display

Service conditions for vendor with plant

Logistics → Materials Management → Service Master → Service → Service Conditions → For Vendor with Plant → Display

Documents:

Purchase requisition: Create / Change / Display

Logistics → Materials Management → Purchasing → Purchase Requisition → …

RFQ: Create Logistics → Materials Management → Purchasing → RFQ/Quotation → Request for Quotation → Create

Quotation: Maintain Logistics → Materials Management → Purchasing → RFQ/Quotation → Quotation → Maintain

Price comparison Logistics → Materials Management → Purchasing → RFQ/Quotation → Quotation → Price Comparison

RFQ / Rejection: Issue message

Logistics → Materials Management → Purchasing RFQ/Quotation → Request for Quotation → Messages → Print/Transmit

Purchase order: Create / Change / Display

Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known

Purchase requisition / Purchase order: Assign and process

Logistics → Materials Management → Purchasing → Purchase Requisition → Follow-On Functions → Assign and Process

Create purchase order automatically

Logistics → Materials Management → Purchasing → Purchase Requistion → Follow-On Functions → Create Purchase Order → Automatically via Purchase Requisitions

Purchase order: Issue message

Logistics → Materials Management → Purchasing → Purchase Order → Messages → Print/Transmit

Contract: Create / Change / Display

Logistics → Materials Management → Purchasing → Outline Agreement → Contract → ...

Shipping notification: Create / Change / Display

Logistics → Materials Management → Purchasing → Purchase Order → Inbound Delivery → ...

Enter goods receipt Logistics → Materials Management → Inventory Management → Goods Movement → Goods Receipt → For Purchase Order

Enter transfer posting Logistics → Materials Management → Inventory


Activity Menu Path Management → Goods Movement → Transfer Posting

Enter service Logistics → Materials Management → Service Entry Sheet → Maintain

Enter invoice Logistics → Materials Management → Invoice Verification → Logistics Invoice Verification → Document Entry → Enter Invoice

Evaluated receipt settlement (ERS)

Logistics → Materials Management → Invoice Verification → Logistics Invoice Verification → Further Processing → Execute ERS

Single planning run Logistics → Materials Management → Materials Requirements Planning (MRP) → MRP → Planning → Single-Item, Single-Level

List Displays, Reporting and Information

List display: Purchase requisitions

Logistics → Materials Management → Purchasing → Purchase Requisition → List Displays

List display: Purchase orders Logistics → Materials Management → Purchasing → Purchase Order → List Displays

List display: RFQ / Quotation

Logistics → Materials Management → Purchasing → RFQ/Quotation → Request for Quotation → List Displays

List display: Info records Logistics → Materials Management → Purchasing→ Master Data → Info Record → List Displays → …

List display: Goods receipts Logistics → Materials Management → Inventory Management → Environment → List Displays → Material Documents

Stock overview Logistics → Materials Management → Inventory Management → Environment → Stock → Stock Overview

Stock/requirements list Logistics → Materials Management → Inventory Management → Environment → Stock → Stock/Requirements List

Purchasing group analysis Logistics → Materials Management → Purchasing → Purchase Order → Reporting → Purchasing Information System → Standard analyses → Purchasing group

Analysis of storage location Logistics → Materials Management → Inventory Management → Environment → Inventory


Activity Menu Path Controlling → Standard analyses → Storage location


Frequently-used Menu Paths

Activity Menu Path

Master Data: Material Master Record Logistics→Materials Management→Material

Master→Material→Create/Change/Display

Purchasing Info Record Logistics→Materials Management→Purchasing→Master data→Info record→Create/Change/Display

Vendor Master Record Logistics→Materials Management→Purchasing→Master data→Vendor→Purchasing/Central→Create/Change/ Display

Source List Logistics→Materials Management→Purchasing→Master data→Source list→Maintain

Quota Arrangement Logistics→Materials Management→Purchasing→Master data→Quota arrangement→Maintain

Classification Logistics→Central Functions→Classification→Master data

Mass Maintenance Logistics→Central Functions→Mass Maintenance→Mass maintenance→Dialog processing

Vendor Evaluation Maintain Logistics→Materials Management→Purchasing→Master data→Vendor evaluation→Maintain

Vendor Evaluation Automatic New Evaluation

Logistics→Materials Management→Purchasing→Master data→Vendor evaluation→Autom. new evaluation

Documents:

Purchase Order Logistics→Materials Management→Purchasing→Purchase order→Create→Vendor/supplying plant known

Contracts Logistics→Materials Management→Purchasing→Outline agreement→Contract→Create

Scheduling Agreement Logistics→Materials


Management→Purchasing→Outline agreement→Scheduling agreement→Create→Vendor known

Scheduling Agreement Delivery Schedule

Logistics→Materials Management→Purchasing→Outline agreement→Scheduling agreement→Delivery schedule→Maintain

Purchase Requisition Logistics→Materials Management→ Purchasing→Requisition→Create

Purchase Order with Source Determination

Logistics→Materials Management→Purchasing→Purchase order→Create→Vendor unknown

Process Assigned Purchase Requisitions

Logistics→Materials Management→Purchasing→Purchase order→Create→Via req. assgt. list

Assign and Process Purchase Requisitions

Logistics→Materials Management→Purchasing→ Requisition→Follow on functions→Assign and process

Invoicing Plan: Automatic Settlement

Logistics→Materials Management→Invoice Verification→Logistics Invoice Verification→Further processing→Invoicing plan

Release of Purchase Requisitions

Logistics→Materials Management→Purchasing→ Requisition→Release→Individual release/Collective release

Automatic Generation of Purchase Orders

Logistics→Materials Management→ Purchasing→ Requisition→Follow on functions→Create purchase order→Automat. via PReqs

Reports/Analyses Purchase Order Lists Logistics→Materials

Management→Purchasing→Purchase order→List displays→By vendor/By materials

Purchase Requisition Lists Logistics→Materials Management→Purchasing→ Requisition→List displays→General

Info Records Logistics→Materials Management→Purchasing→Master data→Info record→List displays→By vendor/By material

Vendor Evaluation Ranking List

Logistics→Materials Management→Purchasing→Master data→Vendor evaluation→List displays→Ranking lists


Vendor Evaluation: Evaluation per Material/Material Group

Logistics→Materials Management→Purchasing→Master data→Vendor evaluation→List displays→Evalns. per mat./gp.

Customizing:

All menu paths begin with: Tools→AcceleratedSAP→Customizing→Edit Project→SAP Reference IMG→Materials Management→Purchasing

Release Creation Profile for Scheduling Agreements

Scheduling Agreement→Maint. Rel. creation profile for Sched. Agmt w. Rel. Docu.

Regular Vendor Source Determination→Define Regular Vendor

User Parameter EVO Environment Data→Define Default Values for Buyers→Settings for Default Values

User Parameter EFB Authorization Management→Define Function Authorizations for Buyers→Function Authorizations: Purchase Order

Invoicing Plan Purchase Order→Invoicing Plan

Release Procedures for Requisitions

Purchase Requisition→Release Procedure

Release Procedures for Purchase Orders

Purchase Order→Define Release Procedure

Vendor Evaluation Vendor Evaluation

Manufacturer Parts Profile Material Master→Define Manufacturer Part Profile


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


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 è Materials management è Inventory management è Goods movementè Goods receipt

Purchase order For Purchase order è PO number known

(movement type 101) (transaction MB01)

For purchase order è PO number unknown

(movement type 101) (transaction MB0A)

GR blocked stock For Purchase Order è PO number known

(movement type 103)

Blocked stock For Purchase order è PO number known (movement type 101). To post the material to blocked stock, choose „S“ in the field marked T (stock type).

Quality insp. stock For Purchase order è PO number known (Movement type 101). To post the material to quality inspection stock, choose „X“ in the field marked T (stock type).

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

Choose Others. From the menu, choose movement type è Receiptè Init.stck entry (ext) è To unrestricted (movement type 561) (transaction MB1C)


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

Goods issue to a cost center Movement type è Consumption è To cost center è From warehouse (movement type 201)

Issue to sampling Movement type è Issue è To sampling è From unrestricted (movement type 333)

Movement type è Issue è To sampling è From qual. inspection (movement type 331)

Movement type è Issue è To sampling è From blocked (movement type 335)

Issue to scrap Movement type è Issue è To scrap è From unrestricted (movement type 551)

Movement type è Issue è To scrap è From qual. inspection (movement type 553)

Movement type è Issue è To scrap è From blocked (movement type 555)

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

Plant to plant Movement type è Transfer posting è Plant to plant

One-step procedure Rem. fm/pl. in storage (movement type 301)

Two-step proc. (step 1) Rem. fm stor. to plant (movement type 303)

Two-step proc. (step 2) Pl. in stor. in plant (movement type 305)


Stor. loc. to stor. loc. Movement type è Transfer posting è Stor. loc to stor. loc.

One-step procedure Unrestr. to unrestr. (movement type 311)

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 Movement type è Transfer postingè Material to material (movement type 309)

Stock to stock Movement type è Transfer posting è Stock to stock è Blocked to unrestr. (movement type 343)

Movement type è Transfer posting è Stock to stock è QI to unrestricted (movement type 321)

Documents

Reservation Logistics è Materials management è Inventory management è Reservation

Create Reservation è Create (transaction MB21)

Change Reservation è Change (transaction MB22)


Display Reservation è Display (transaction MB23)

Manage Reservation è Manage (transaction MBVR)

For material Reservation è For material (transaction MB24)

Purchase order Logistics è Materials management è Purchasing è Purchase order

Create Purchase order è Create è Stock transfer (transaction ME27)

Change Purchase order è Change (transaction ME22)

Display Purchase order è Display (transaction ME23)

PO statistics Logistics è Materials management è Purchasing è Purchase

order è Display. Then choose Item è Statistics è General

PO history Logistics è Materials management è Purchasing è Purchase order è Display. Then choose Item è Statistics è PO history

Invoice Logistics è Materials management è Invoice verification è Invoice

verification

Create Document entry è Enter invoice (transaction MRHR)

Display Further processing è Display (transaction MR03)

Mat. doc. Logistics è Materials management è Inventory management è

Material document

Display Material document è Display (transaction MR03)

Change Material document è Change (transaction MR02)

Cancel Material document è Cancel/reverse (transaction MBST)


Pipeline

Goods issue from pipeline Movement type è Consumptionè To cost centerè From pipeline (movement type 201) (transaction MB1A )

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

Consignment Transfer of consignment stock Logistics è Materials management è Inventory

management è Goods movement è Transfer posting. From the menu, choose movement type è Transfer postingè Vendor consignment è QI to unrestricted (movement type 321) (transaction MB1B)

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

Goods issue from consignment stock Logistics è Materials management è Inventory management è Goods movement è Goods issue. From the menu, choose movement type è Consumptionè To cost centerè From consgt. stores (movement type 201) (transaction MB1A)

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


Display vendor consignment stock Inventory Management è Environment è Consignment è Consgnmt from vendor è Stock (transaction MB54)

Display consignment liabilities Inventory management è Environment è Consignment è Consgnmt from vendor è Liability (transaction MRKO)

Subcontracting

Transfer posting to subcontractor Logistics è Materials management è Inventory management è Goods movement è Transfer postingè Movement type è Transfer postingè Stck w. subcontract. è From unrestricted (movement type 541) (transaction MB1B)

SC stocks per vendor Logistics è Materials management è Purchasing è Purchase order è Reportingè SC stocks per vendor (transaction ME20)

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

Master data

Info records Logistics è Materials management è Purchasing è Master dataè Info record

Create Info record è Create (transaction ME11)

Display Info record è Create (transaction ME12)

Change Info record è Change (transaction ME13)


Material master Logistics è Materials management èMaterial master è Material

Create Create (general) è Immediately (transaction MMR1)

Change Change è Immediately (transaction MM02)

Display Display è Display current (transaction MM03)

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

Reports Logistics è Materials management è Inventory management è Environment

Stock overview Stock è Stock overview (transaction MMBE)

Material documents for material List displaysè Mat. doc. for material (transaction MB51)

Reason for movement List displays è Reason for movement (transaction

MBGR)

Stock/requirements list Stock è Stock/rqmts. list (transaction MD04)

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


Warehouse stock Environment è Stock è Warehouse stock (transaction MD52)

Consumption statistics from stock overview:

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


Menu Paths Frequently-used Menu Paths

Activity Menu Path

Maintenance of Time-dependent Conditions: Info Record Logistics→Materials

Management→Purchasing→Master data→Info record

Contract

Logistics→Materials Management→Purchasing→Outline agreement→Contract

Scheduling Agreement Logistics→Materials Management→Purchasing→Outline agreement→Scheduling agreement

General Conditions Logistics→Materials Management→Purchasing→Master data→Conditions→Discounts/surcharges→By vendor…

Other Conditions Logistics→Materials Management→Purchasing→Master data→Conditions→Other

Display Price Overview Logistics→Materials Management→Purchasing→Master data→Conditions→Prices→General overview→By contract/By info record…

Vendor Price change Logistics→Materials Management→Purchasing→Master data→Conditions→Vendor price changes→Involving info recs/Involving contracts…

Maintenance of Time-independent Conditions:

Purchase Order Logistics→Materials Management→Purchasing→Purchase order→Create→Vendor/supplying plant known

Automatic Document Adjustment

Logistics→Materials Management→Purchasing→Purchase order→Follow on functions→Auto. document adj.→Indiv. documents/Create worklist…


Subsequent (End-of Period Rebate) Settlement: Rebate Arrangement Logistics→Materials

Management→Purchasing→Master data→Subseq. settlement → Vendor rebate arrs. →Rebate arrangement→Create

Business Volume Logistics→Materials Management→Purchasing→Master data→Subseq. settlement → Vendor rebate arrs. →List displays→Bus. vol data

Settlement Document Logistics→Materials Management→Purchasing→Master data→Subseq. settlement → Vendor rebate arrs. →Rebate arrangement→Create settlement document→Via report

Extension of Rebate Logistics→Materials Management→Purchasing→Master data→Subseq. settlement → Vendor rebate arrs. →Rebate arrangement→Extend

Basic Materials Management Functions: Material Master Record Logistics→Materials Management→Material

Master→Material→Create/Change/Display

Vendor Master Record Logistics→Materials Management→Purchasing→Master data→Vendor→Purchasing/Central→Create/Change/ Display

Goods Receipt Logistics→Materials Management→Inventory Management→Goods Movement→Goods Receipt→For Purchase Order→PO Number Known

Enter Invoice Logistics→Materials Management→Invoice Verification→Logistics Invoice Verification →Document entry→Enter invoice

Release Invoice Logistics→Materials Management→Invoice Verification→Logistics Invoice Verification →Further processing→Release invoices


Customizing: All menu paths begin with: Tools→AcceleratedSAP→Customizing→Edit Project→SAP Reference IMG→Materials Management→Purchasing

Access Sequences Conditions→Define price determination process→Define access sequences

Condition Types Conditions→Define price determination process→Define condition types→Define condition types

Calculation Schemas Conditions→Define price determination process→Define calculation schema

Schema Groups Conditions→Define price determination process→Define schema group→Schema groups: vendor…

Schema Determination Conditions→Define price determination process→Define schema determination→Determine calculation schema…

Condition Exclusion Conditions→Define price determination process→Define condition exclusion→Condition exclusion groups

Condition Tables

Conditions→Define price determination process→Maintain condition table→Create/change/display condition table

Automatic Document Adjustment Control

Conditions → Automatic Document Adjustment → Control Document Adjustment → Control Purchasing Document Adjustment

Scope-of-List Parameters for Lists of Conditions

Conditions → Scope of L ist for conditions → Define scope of list parameters


SAP AG 2000

Contents:

Technical Details: Material Master

l Material Master Tables and Details

l User Exits


SAP AG 1999

MARA

MARC

MAKT MARM MVKE MLAN

MLGN

MARD

MLGT

MEAN MBEW

MAPRMVER

Material Master - Table Structure

n The individual tables contain the following data: MARA General data

MAKT Descriptions/short texts MARM Conversion factors MVKE Sales data per sales organization MLAN Sales data per country MEAN EAN (European Article Number) data MBEW Valuation data MARC Material data per plant MLGN Material data per WM warehouse

MLGT Material data per WM storage type MARD Material data per storage location

MVER Consumption data MAPR Forecast data (pointer)


SAP AG 1999

Development class(es)Function group(s)Module poolLogical database(s)

MG, MGA ..M....SAPLMGMM, SAPLMGD1None

Number range object(s)NR element

NR group tableNR group(s)NR transaction(s)Authorization classAuthorization object(s)

MATERIALNR01 internal02 externalNoneGroup 1MMNR Material Master M_AENR_BGRMaterial master authorization group

Lock object(s)Change document object

EMMAR* (several) EMVKE*None

Matchcode object(s)Message class(es)Archiving class(es)Archiving object

MAT1, MAT2, MCH1MM, M3, WE, MG

Profile(s) MRP-profile, forecast-profile

Technical Details for the Material Master


SAP AG 1999

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 asmaterial description.


SAP AG 1999

Material Master User Exits: Number Assignment (II)


(Exit: EXIT_SAPLMG02_001 for internal number assignment, moduleMATERIAL_NUMBER_GET)

Influences internal material number assignment:

n Internal number changed by customer program. Example: program takesinternal material number from number range, attaches it to the materialtype, and saves the new number.

(Exit: EXIT_SAPLMG02_002 for external number assignment, moduleMATERIAL_NUMBER_GET)

Influences external material number assignment:

n External number changed by customer program. Example: program addscheck digit to external material number.


SAP AG 1999

Material Master User Exits: Number Assignment (III)


(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 searchterm M*

Result 1: All materials starting with MAT-Result 2: All materials starting with MAT- M


SAP AG 1999

Contents:

Others

l The Full-Cycle SAP B2B Procurement Solution

l SAP B2B Procurement Architecture

l Date Transfer Programms


SAP AG 1999

• Creation and editing ofrequisitions, purchaseorders, and reservations

• Approval and rejection ofrequisitions and purchaseorders

• Status and tracking ofrequisitions, purchaseorders, and reservations

• Desktop receiving andservice entry support

• Invoicing

• Reporting

Steps of the SAP B2B Procurement Solution

The Full-Cycle SAP B2B Procurement Solution

n 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 employee’s desktop. This improves order accuracy, allows process transparency, cuts costs, and reduces cycle -time. Unlike current best-of-breed 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

n GUI as part of EnjoySAP Initiative, by FROG Design.


SAP AG 1999

l Built upon R/3 core Purchasingfunctionality

l Incorporates SAP BusinessWorkflow

l Communicates with one of thefollowing R/3

7 R/3 Release 3.1H

7 R/3 Release 4.0B

7 R/3 Release 4.5A

l Based on R/3 Release 4.5 nucleus

l Built using the SAP ITS technology

SAP B2B Proc.

R/3 Rel. 4.0B

R/3 Rel. 4.0B

R/3 Rel. 3.1H

R/3 Rel. 3.1H

Non

R/3

Non

R/3

R/3 Rel. 4.5A

R/3 Rel. 4.5A

SAP B2B Procurement Architecture

n Solution delivered as part of SAP SCM initiative.

n First Customer Shipment (FCS) in Q4/1998.

n Based on R/3 core purchasing functionality and SAP Business Workflow.

n Based on open scalable SAP Business Framework architecture for component design and interfaces

� BAPIs for realtime cross enterprise supplier integration based on XML technology.


SAP AG 1999

Data Transfer Programs

Direct input process

Function module

(background processing

only)

SAPDatabase

Batch inputprocess

Screen(in dialogor in the

background)

Formatting of theFormatting of themaster data master data

in SAP formatin SAP format

Master data Master data in the in the

old systemold system

n SAP provides the file layout for each master file.

n 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.

n Once in an SAP format the user can update the SAP database using the direct input or batch input process.

n Regardless of the input process used, the SAP System performs its normal data validation routines.

n The data transfer process is covered in course BC420.


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

General 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

...

Printout Fax Telex Mail EDI CPIC Workflow event

Condition elements

Condition tables

R/3 application Application object

Communication structures

Message default

Message determination

Message processing

Message status

Processing program

Is processed

CallsPasses on data

Receives status

Writes

Proposes

Has an assignment

Starts

Checks

Processes


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

EF

RMBEV1RMBEA1

RMBEF1

AUFBMAHN

NEU

0001

B026B025

B027

Zugriffsfolge

Zugriff auf Konditionstabelle

Nachrichtenart

Schema

Applikation

Feldkatalog für Konditionsschlüssel

Applikationsfilter

Kommunikationsstruktur

Nac

hric

hten

steu

erun

g A

nwen

dung


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.


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.