5.MM-IM Material Movements

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MM COURSE: IM MATERIAL MVT

BSNL

USER MANUAL: IM Material Movements Version:1.0

01/09/2010

Page | 1

MM COURSE: IM MATERIAL MVT Table of Contents FLOWCHART ................................................................................................................................................................... 4 1. Goods Receipt .......................................................................................................................................................... 5

1.

MM-MIGO-GR-Goods Receipt against Outbound Delivery .................................................................................. 5

2.

MM-MIGO-GR-Goods Receipt against PO-Direct Consumption .......................................................................... 9

3.

MM-MIGO-GR-Goods Receipt against PO-Non-Valuated Materials .................................................................. 13

4.

MM-MIGO-GR-Goods Receipt against PO-Project Stock ................................................................................... 18

5.

MM-MIGO-GR-Goods Receipt against PO-Stock ................................................................................................ 23

6.

MM-MIGO-GR-Goods Receipt against PO-towards direct Capital ..................................................................... 27

7.

MM-MIGO-GR-Goods Receipt against PO-towards Project Stock Capital ......................................................... 32

8.

MM-MIGO-GR-Goods Receipt against PO-towards Subcontracting & Repair ................................................... 37

9.

MM-MIGO-GR-Goods Receipt against PO-with Account Assignment ............................................................... 41

10.

MM-MIGO-GR-Return delivery to Vendor against Rejection......................................................................... 46

11.

MM-ZMMP_SFGS-Goods Movement of Serialized Material.......................................................................... 50

12.

MM-MB90 GR note print out ......................................................................................................................... 50

13.

MM-MIGO-GR-Goods Receipt in case of Excisable Subcontracting Challan .................................................. 55

2.

Reservation ............................................................................................................................................................. 64

1.

MM-MB21-Create Reservation for Revenue Consumption ............................................................................... 64

2.

MM-MB21-Create Reservation for Transfer posting Mvt-913........................................................................... 69

3.

MM-MB21-Create Reservation for Transfer posting Mvt-915........................................................................... 74

4.

MM-MB22-Change Reservations ....................................................................................................................... 79

5.

MM-MB23-Display Reservations ........................................................................................................................ 83

6.

MM-ZMMF_RES- Reservation Output................................................................................................................ 86

3.

Transfer Posting ..................................................................................................................................................... 88

1.

MM-MIGO-TP-One-Step Transfer posting between Slocs ................................................................................. 88

2.

MM-MIGO-TP-Transfer Posting Between Two Project Stocks ........................................................................... 94

3.

MM-MIGO-TP-Transfer Posting from Project to Revenue Stock ....................................................................... 99

4.

MM-MIGO-TP-TransferPosting Between Revenue to Project Stocks ............................................................. 104

5.

MM-MIGO-TP-Two-Step Stock Transfer between Slocs .................................................................................. 109

6.

MM-MB1B-TP-Transfer Posting of Input Material for Subcontracting Vendor End Mvt-541 ......................... 115

7.

MM-MB90 STO issue note print out ................................................................................................................ 120

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MM COURSE: IM MATERIAL MVT 4.

Goods Issue .......................................................................................................................................................... 125

1.

MM-MIGO-GI- Goods Issue to Project from Project Stock .............................................................................. 125

2.

MM-MIGO-GI- Return Partial Qty. against reservation.................................................................................... 131

3.

MM-MIGO-GI- Reversal of Project Stocks to Project ...................................................................................... 135

4.

MM-MIGO-GI-Goods Issue for Own Consumption .......................................................................................... 138

5.

MM-MB90 GI note print out ............................................................................................................................ 145

5.

Goods Movement - Others ................................................................................................................................... 150

1.

MM-MB02-Change Material Document........................................................................................................... 150

2.

MM-MB90-Processing of Material Document ................................................................................................. 153

3.

MM-ZMMP_SMO01_Slow moving_Non moving_Obsolete............................................................................. 158

6.

Outbound Delivery ................................................................................................................................................ 162

1. 7.

MM-MIGO-VL10B & VL02N-Create Outbound Delivery & PGI ........................................................................ 162 Returnable Gatepass (RGP) ................................................................................................................................ 170

1.

MM-ZMMP-RGP01-(With Material Document) ............................................................................................... 170

2.

MM-ZMMP-RGP01-(Without Material Document).......................................................................................... 182

3.

MM-ZMMP_RGP02-Change Returnable Gate Pass.......................................................................................... 194

4.

MM-ZMMP_RGP03-Display Returnable Gate Pass .......................................................................................... 197

5.

MM-ZMMF_RGP-Returnable Gate Pass Output .............................................................................................. 199

6.

MM-ZMMP_RGPRET01-RGP - Return Material Gate Pass ............................................................................... 202

7.

MM-ZMMP_RGPRET02-RGP return change ..................................................................................................... 205

8.

MM-ZMMP_RGPRET03-RGP - Return display .................................................................................................. 209

8.

Non Returnable Gatepass (NRGP) ...................................................................................................................... 213

1.

MM-MIGO-NRGP-Non Returnable Gatepass ................................................................................................... 213

2.

MM-ZMMF_NRGP- Non Returnable Gate Pass print out................................................................................. 217

9.

Physical Verification.............................................................................................................................................. 220

1.

MM-MIGO-Physical Inventory Verification ...................................................................................................... 220

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MM COURSE: IM MATERIAL MVT

FLOWCHART

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MM COURSE: IM MATERIAL MVT

1. Goods Receipt 1.

MM-MIGO-GR-Goods Receipt against Outbound Delivery

Overview In Case of Stock Transfer Order Goods Receipt will be done against Outbound Delivery

Make Goods Receipt w.r.t. to Outbound Delivery Access Transaction by Transaction Code MIGO

Activity Goods Receipt against Outbound Delivery

In the Screen “Goods Receipt Outbound Delivery” enter the following Entry: Field Name Executable Action Reference Document

Movement Type

Description Enter the Executable Action as Goods Receipt Select Outbound Delivery as Reference Document Use Movement Type -101

R/O/ C R R

R

User Action and Values Enter the Executable Action as Goods Receipt Select Outbound Delivery as Reference Document Use Movement Type -101

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Comments

MM COURSE: IM MATERIAL MVT

Select Good Receipt Select Outbound Delivery Enter the Outbound Delivery Number

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MM COURSE: IM MATERIAL MVT

Enter the Quantity

Check on Item OK

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MM COURSE: IM MATERIAL MVT

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MM COURSE: IM MATERIAL MVT 2.

MM-MIGO-GR-Goods Receipt against PO-Direct Consumption

Overview Deliveries of Direct Charge-Revenue category material is required to be received from Vendors as a part of external procurement. BUSINESS PROCESS PROCEDURE OVERVIEW Direct Charge-Revenue material is required to be received from Vendors against Purchase Order placed by the company. A goods movement is entered into the system referencing others accordingly goods receipt material document is posted. Appropriate general ledger accounts-Company Stock Accounts are also posted. On receipt there shall not be Stock in the system as the material of the Direct Charge category shall be treated as Consumed.

Input – Required Fields Purchase Order Number

Field Values/Comments PO number

After Pressing Execute Button-Following Fields are required to be maintainedDocument Date (MM/DD/YY)

Date that the document is entered

Posting Date (MM/DD/YY)

Date that the document is posted

Movement Type Delivery Note Bill of Lading Notes

Movement type to be used (101-Receipt w.r.t. PO) Vendor‟s Invoice Number Bill of Lading in case of Imports, otherwise leave blank Any Remarks

Output – Results The output is a material document which can contain accounting, profit center, and other financial postings.

Comments Each time an inventory movement is posted a Material document is created by the system. If the movement has a financial impact an Accounting document is also created.

Tips and Tricks 1.When a receipt is entered in SAP, it must reference to Purchase Order Only To reverse by material document follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse. The material document is needed for this transaction.

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MM COURSE: IM MATERIAL MVT

Procedural Steps

Access transaction by: Via Menus Via Transaction Code

Logistics  Material Management  Inventory Management  Goods Movement  MIGO MIGO

On screen “Goods Receipt for Purchase Order: Initial Screen”, enter information in the fields as specified in the below table:

Select Purchase order Select goods receipt

Fill the below data in details, Field Name Document Date

Description Default is current system date

R/O/ C R

User Action and Values Date of the actual vendor delivery (physical delivery).

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Comments Today‟s date defaults in

MM COURSE: IM MATERIAL MVT Posting Date Delivery Note Bill of lading Notes

Movement type

Default is current system date Delivery Note numberVendor Invoice Number. Number of the bill of lading issued by the sender. Document header text. Contains explanations or notes which apply to the document as a whole. Goods movement type automatically from PO

In the Material TAB Material Material Code/number In the Quantity Tab Quantity Quantity received

Quantity In Delivery Note No of Containers

R

No user input

Today‟s date defaults in

R

Enter details of Vendor‟s Invoice/Challan number. Enter bill of lading number if available. Use for Any remarks

Not Required

Auto

Movement Type number shall automatically come to 101 if GR is against PO & stock Type –Unrestricted

Movement type is 101for goods receipt against PO

Auto

Automatically from PO

R

Automatically from PO, However check it if it need to be changed at the time of receipt depending on partial quantity. Quantity as per Vendors Challan number to track Over/Shortage Report.

O O

Quantity as per Vendor Challan Number

R

Number of Containers Received

O

Optional in case to track no. of containers received from Vendors.

Auto from PO

Shall be automatically come from PO.

Enter or select a storage location if not entered in the PO Name of person/Say Stock Receiver The place in the Storage Location/Receipt Bay Write any notes for material if required. Press the tab to view the same

In the Where Tab Plant Plant number.

Storage location

Storage location

R

Goods Recipient Unloading Point Text

Name of person receiving Goods Unloading Point name

O

Any Remarks for material

O

In the

Information related to PO

O

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If the plant is left blank, it will be picked up from the purchase order.

MM COURSE: IM MATERIAL MVT Purchase Order TAB In the Partner Tab

shall appear.

Vendor Name shall appear.

Press the tab to view the same

In the Account Assignme nt Tab

G/L Account Press the tab to view the same Cost Center field shall be appeared. Values shall be automatically picked from Account Assignment. Finally Check on the Item OK button to ensure selecting the Item.

(Note: On the above table, in column “R/O/C”; “R” = required, “O” = Optional, “C” = Conditional)

Note1. Before Saving the document, Click on the Check Button to check the completeness of the document. 2. System shall give the message –Document is OK 3. Now Save the transaction

Result: Document posted. (Material document number shall be generated and also accounting document shall also be generated in the background. On display, in Doc. Information; accounting document can be seen.

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MM COURSE: IM MATERIAL MVT 3.

MM-MIGO-GR-Goods Receipt against PO-Non-Valuated Materials

Overview Deliveries of Non –Valuated material is required to be received from Vendors as a part of external procurement. BUSINESS PROCESS PROCEDURE OVERVIEW Non –Valuated material is required to be received from Vendors against Purchase Order placed by the company. A goods movement is entered into the system referencing Purchase Order accordingly goods receipt material document is posted. Appropriate general ledger accounts-Company Stock Accounts/ Consumption Accounts as applicable are also posted.

Input – Required Fields Purchase Order Number

Field Values/Comments PO number

After Pressing Execute ButtonFollowing FieldsDocument Date (MM/DD/YY)

Date that the document is entered

Posting Date (MM/DD/YY)

Date that the document is posted

Movement Type Delivery Note Bill of Lading Notes

Movement type to be used (101-Receipt w.r.t. PO) Vendor‟s Invoice Number Bill of Lading in case of Imports, otherwise leave blank Any Remarks

Tips and Tricks When a receipt is entered in SAP, it must reference to Purchase Order Only To reverse by material document follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse. The material document is needed for this transaction. In case of any problem in the material found at the time of receiving after creating material document by movement type 101 , simply reverse the material document by following transactionsGo to Transaction code-MBST or follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse Enter- Posting date, Material document Number and Material document year and proceed further by entering followed by saving.

Page | 13

MM COURSE: IM MATERIAL MVT Procedural Steps

Access transaction by:

Via Menus Via Transaction Code

Logistics  Material Management  Inventory Management  Goods Movement  MIGO MIGO

On screen “Goods Receipt for Purchase Order: Initial Screen”, enter information in the fields as specified in the below table:

Select GR purchase order

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MM COURSE: IM MATERIAL MVT

Field Name

Description

R/O/ C

User Action and Values

Comments

Document Date

Default is current system date

R

Date of the actual vendor delivery (physical delivery).

Today‟s date defaults in

Posting Date

Default is current system date

R

No user input

Today‟s date defaults in

Delivery Note

Delivery Note numberVendor Invoice Number.

R

Enter details of Vendor‟s Invoice/Challan number.

Bill of lading

Number of the bill of lading issued by the sender.

O

Enter LR No.

Notes

Document header text. Contains explanations or notes which apply to the document as a whole.

O

Use for Any remarks

Movement type

Goods movement type.Automatically if GR is against PO

Auto

Movement Type number shall automatically come to 101 if GR is against PO & stock Type –Unrestricted

Auto

Automatically from PO

In the Material TAB

Material

Material Code/number

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Movement type is 101for goods receipt against PO

MM COURSE: IM MATERIAL MVT Field Name

Description

R/O/ C

User Action and Values

Comments

In the quantity tab Quantity in Unit of entry

Quantity received

R

Quantity In Delivery Note No of Containers

Quantity as per Vendor Challan Number

R

Number of Containers Received

O

Optional in case to track no. of containers received from Vendors.

Plant number.

Auto from PO

Shall be automatically come from PO.

Storage location Goods Recipient Unloading Point Text

Storage location

R

Name of person receiving Goods Unloading Point name

O

Any Remarks for material

O

Enter or select a storage location as ONMR Name of person/Say Stock Receiver The place in the Storage Location/Receipt Bay Write any notes for material if required.

In the Purchase Order TAB In the Partner Tab

Information related to PO shall appear.

In the Where Tab Plant

O

Automatically from PO, However check it if it need to be changed at the time of receipt depending on partial quantity. Quantity as per Vendors Challan number to track Over/Shortage Report.

Vendor Name shall appear.

Finally Check on the Item OK button to ensure selecting the Item.

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If the plant is left blank, it will be picked up from the purchase order.

MM COURSE: IM MATERIAL MVT Before Saving the document, Click on the Check Button to check the completeness of the document. Note-After clicking on check button a message will be displayed for entering the excise detail. This message will appear when the Purchase Order has the relevant Tax code for Excise i.e. when the vendor is charging ED separately and prices are not inclusive of ED. In such cases Go to the Excise Tab and select the ONLY PART-1 entry. However, in case the Plant is not availing CENVAT, then always select NO EXCISE ENRTY Despite the tax code for Excise in PO.

System shall give the message –Document is OK Now Save the transaction. Result: Document posted. (Material document number shall be generated and also Accounting document shall also be generated in the background. On display, in Doc. Information; Accounting document can be seen.

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MM COURSE: IM MATERIAL MVT 4.

MM-MIGO-GR-Goods Receipt against PO-Project Stock

Overview Deliveries of Project Stock Capital material is required to be received from Vendors as a part of external procurement. BUSINESS PROCESS PROCEDURE OVERVIEW Project Capital material is required to be received from Vendors against Purchase Order placed by the company. A goods movement is entered into the system referencing others accordingly goods receipt material document is posted. Appropriate general ledger accounts-Company Stock Accounts are also posted. On receipt of the Project Capital Material,

Input – Required Fields Purchase Order Number

Field Values/Comments PO number

After Pressing Execute Button-Following Fields are required to be maintainedDocument Date (MM/DD/YY)

Date that the document is entered

Posting Date (MM/DD/YY)

Date that the document is posted

Movement Type Delivery Note Bill of Lading Notes Excise Invoice

Movement type to be used (101-Receipt w.r.t. PO) Vendor‟s Invoice Number Bill of Lading in case of Imports, otherwise leave blank Any Remarks Select Only Part1

Tips and Tricks When a receipt is entered in SAP, it must reference to Purchase Order Only To reverse by material document follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse. The material document is needed for this transaction. In case of any problem in the material found at the time of receiving after creating material document by movement type 101 , simply reverse the material document by following transactionsGo to Transaction code-MBST or follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse Enter- Posting date, Material document Number and Material document year and proceed further by entering followed by saving.

Page | 18

MM COURSE: IM MATERIAL MVT Procedural Steps

Access transaction by:

Via Menus Via Transaction Code

Logistics  Material Management  Inventory Management  Goods Movement  MIGO MIGO

On screen “Goods Receipt for Purchase Order: Initial Screen”, enter information in the fields as specified in the below table:

Enter purchase order no.

Select purchase order

Select good receipt

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MM COURSE: IM MATERIAL MVT

Field Name Document Date Posting Date Delivery Note Bill of lading Notes

Excise Invoice Movement type

In the Material TAB Material In the Quantity Tab

Description

R/O/ C R

User Action and Values

Comments

Date of the actual vendor delivery (physical delivery). No user input

Today‟s date defaults in Today‟s date defaults in

Not Required

O

Enter details of Vendor‟s Invoice/Challan number. Enter bill of lading number if available. Use for Any remarks

R

Select „Only Part1‟,

Goods movement type.

Auto matic ally

Movement Type number shall automatically come to 101 if GR is against PO & stock Type –Q in case of Project Capital Stock.

Material Code/number

Auto

Automatically from PO

Default is current system date Default is current system date Delivery Note numberVendor Invoice Number. Number of the bill of lading issued by the sender. Document header text. Contains explanations or notes which apply to the document as a whole. Excise Invoice, date, excise group.

R R O

Excise Group „63‟ defaults in Movement type is 101 with Stock Type Q for goods receipt against PO for Project Capital.

(Note: On the above table, in column “R/O/C”; “R” = required, “O” = Optional, “C” = Conditional)

Press the ENTER button.

Page | 20

MM COURSE: IM MATERIAL MVT On screen “Goods Receipt: Selection Screen

Field Name Quantity

Quantity In Delivery Note No of Containers

Description Quantity received

R/O/ C R

User Action and Values Automatically from PO, However check it if it need to be changed at the time of receipt depending on partial quantity. Quantity as per Vendors Challan number to track Over/Shortage Report.

Quantity as per Vendor Challan Number

R

Number of Containers Received

O

Optional in case to track no. of containers received from Vendors.

Plant number.

Auto from PO

Shall be automatically come from PO.

Storage location

Storage location

R

Goods Recipient Unloading Point Text

Name of person receiving Goods Unloading Point name

O

Any Remarks for material

O

In the Purchase Order TAB In the Partner Tab

Information related to PO shall appear.

Enter or select a storage location if not entered in the PO Name of person/Say Stock Receiver The place in the Storage Location/Receipt Bay Write any notes for material if required. Press the tab to view the same

In the Where Tab Plant

Vendor Name shall appear.

O

Comments

Press the tab to view the same

Page | 21

If the plant is left blank, it will be picked up from the purchase order.

MM COURSE: IM MATERIAL MVT In the Account Assignme nt Tab

G/L Account & WBS Element field shall be appeared. Values shall be automatically picked from Account Assignment and Project PO

Press the tab to view the same

Finally Check on the Item OK button to ensure selecting the Item.

Before Saving the document, Click on the Check Button to check the completeness of the document. Note-System shall give the message –Document is OK

Now Save the transaction. Result: Document posted. (Material document number shall be generated and also accounting document shall also be generated in the background. On display, in Doc. Information; accounting document can be seen.

Page | 22

MM COURSE: IM MATERIAL MVT 5.

MM-MIGO-GR-Goods Receipt against PO-Stock

Overview Deliveries of Valuated material are required to be received from Vendors as a part of external procurement. BUSINESS PROCESS PROCEDURE OVERVIEW Valuated stock material is required to be received from Vendors against Purchase Order placed by the company. A goods movement is entered into the system referencing Purchase Order accordingly goods receipt material document is posted. Appropriate general ledger accounts-Company Stock Accounts are also posted.

Input – Required Fields Purchase Order Number

Field Values/Comments PO number

After Pressing Execute ButtonFollowing FieldsDocument Date (MM/DD/YY)

Date that the document is entered

Posting Date (MM/DD/YY)

Date that the document is posted

Movement Type Delivery Note Bill of Lading Notes

Movement type to be used (101-Receipt w.r.t. PO) Vendor‟s Invoice Number Bill of Lading in case of Imports, otherwise leave blank Any Remarks

Tips and Tricks When a receipt is entered in SAP, it must reference to Purchase Order Only To reverse by material document follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse. The material document is needed for this transaction. In case of any problem in the material found at the time of receiving after creating material document by movement type 101 , simply reverse the material document by following transactionsGo to Transaction code-MBST or follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse Enter- Posting date, Material document Number and Material document year and proceed further by entering followed by saving.

Page | 23

MM COURSE: IM MATERIAL MVT Procedural Steps

Access transaction by:

Via Menus Via Transaction Code

Logistics  Material Management  Inventory Management  Goods Movement  MIGO MIGO

On screen “Goods Receipt for Purchase Order: Initial Screen”, enter information in the fields as specified in the below table:

Movement type101 Select GR purchase order.

Fill the following for more details-

Page | 24

MM COURSE: IM MATERIAL MVT Field Name Document Date Posting Date Delivery Note Bill of lading Notes

Movement type

Description Default is current system date Default is current system date Delivery Note numberVendor Invoice Number. Number of the bill of lading issued by the sender. Document header text. Contains explanations or notes which apply to the document as a whole. Goods movement type.Automatically if GR is against PO

R/O/ C R

User Action and Values

Comments

Date of the actual vendor delivery (physical delivery). No user input

Today‟s date defaults in Today‟s date defaults in

Enter details of Vendor‟s Invoice/Challan number. Enter bill of lading number if available. Use for Any remarks

Not Required

Auto

Movement Type number shall automatically come to 101 if GR is against PO & stock Type –Unrestricted

Movement type is 101for goods receipt against PO

Auto

Automatically from PO

Automatically from PO, However check it if it need to be changed at the time of receipt depending on partial quantity. Quantity as per Vendors Challan number to track Over/Shortage Report.

R R O O

In the Material TAB Material

Material Code/number

In quantity tab Quantity

Quantity received

R

Quantity In Delivery Note No of Containers

Quantity as per Vendor Challan Number

R

Number of Containers Received

O

Optional in case to track no. of containers received from Vendors.

Auto from PO

Shall be automatically come from PO.

In the Where Tab Plan

Plant number.

Page | 25

If the plant is left blank, it will be picked up

MM COURSE: IM MATERIAL MVT from the purchase order. Storage location

Storage location

R

Goods Recipient Unloading Point Text

Name of person receiving Goods Unloading Point name

O

Any Remarks for material

O

In the Purchase Order TAB In the Partner Tab

Information related to PO shall appear.

Enter or select a storage location if not entered in the PO Name of person/Say Stock Receiver The place in the Storage Location/Receipt Bay Write any notes for material if required.

O

Vendor Name shall appear.

Finally Check on the Item OK button to ensure selecting the Item.

Before Saving the document, Click on the Check Button to check the completeness of the document. Note-System shall give the message –Document is OK

Now, Save the transaction. Result: Document posted. (Material document number shall be generated and also Accounting document shall also be generated in the background. On display, in Doc. Information; Accounting document can be seen.

Page | 26

MM COURSE: IM MATERIAL MVT 6.

MM-MIGO-GR-Goods Receipt against PO-towards direct Capital

Overview Deliveries of Direct Charge-Capital material is required to be received from Vendors as a part of external procurement. BUSINESS PROCESS PROCEDURE OVERVIEW Capital material is required to be received from Vendors against Purchase Order placed by the company. A goods movement is entered into the system referencing others accordingly goods receipt material document is posted. Appropriate general ledger accounts-Company Stock Accounts are also posted. On receipt there shall not be Stock in the system as the material of the Direct Charge category shall be treated as Capitalized.

Input – Required Fields Purchase Order Number

Field Values/Comments PO number

After Pressing Execute Button-Following Fields are required to be maintainedDocument Date (MM/DD/YY)

Date that the document is entered

Posting Date (MM/DD/YY)

Date that the document is posted

Movement Type Delivery Note Bill of Lading Notes Excise Invoice

Movement type to be used (101-Receipt w.r.t. PO) Vendor‟s Invoice Number Bill of Lading in case of Imports, otherwise leave blank Any Remarks Select Only Part1

Output – Results The output is a material document which can contain accounting documents.

Comments This document number can be used for further processing.

Tips and Tricks When a receipt is entered in SAP, it must reference to Purchase Order Only To reverse by material document follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse. The material document is needed for this transaction.

Page | 27

MM COURSE: IM MATERIAL MVT In case of any problem in the material found at the time of receiving after creating material document by movement type 101 , simply reverse the material document by following transactionsGo to Transaction code-MBST or follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse Enter- Posting date, Material document Number and Material document year and proceed further by entering followed by saving.

Procedural Steps

Access transaction by:

Via Menus Via Transaction Code

Logistics  Material Management  Inventory Management  Goods Movement  MIGO MIGO

On screen “Goods Receipt for Purchase Order: Initial Screen”, enter information in the fields as specified in the below table:

Page | 28

MM COURSE: IM MATERIAL MVT

Movement type101

Select GR purchase order.

Field Name Document Date Posting Date Delivery Note Bill of lading Notes

Description

Excise Invoice

Default is current system date Default is current system date Delivery Note numberVendor Invoice Number. Number of the bill of lading issued by the sender. Document header text. Contains explanations or notes which apply to the document as a whole. Excise Invoice, date, excise group.

Movement type

Goods movement type.automatically from PO

R/O/ C R

User Action and Values

Comments

Date of the actual vendor delivery (physical delivery). No user input

Today‟s date defaults in Today‟s date defaults in

Not Required

O

Enter details of Vendor‟s Invoice/Challan number. Enter bill of lading number if available. Use for Any remarks

R

Select „Only Part1‟,

Auto

Movement Type number shall automatically come to 101 if GR is against PO

R R O

Page | 29

Excise Group „63‟ defaults in Movement type is 101for goods receipt

MM COURSE: IM MATERIAL MVT against PO In the Material TAB Material

Material Code/number

Field Name

Description

Auto R/O/ C

Automatically from PO User Action and Values

Comments

In the quantity tab Quantity

Quantity received

R

Automatically from PO, However check it if it need to be changed at the time of receipt depending on partial quantity. Quantity as per Vendors Challan number to track Over/Shortage Report.

Quantity In Delivery Note No of Containers

Quantity as per Vendor Challan Number

R

Number of Containers Received

O

Optional in case to track no. of containers received from Vendors.

In the Where Tab Plant

Plant number.

Auto from PO

Shall be automatically come from PO.

Storage location

Storage location

R

Goods Recipient Unloading Point Text

Name of person receiving Goods Unloading Point name

O

Any Remarks for material

O

In the Purchase Order TAB

Information related to PO shall appear.

Enter or select a storage location if not entered in the PO Name of person/Say Stock Receiver The place in the Storage Location/Receipt Bay Write any notes for material if required. Press the tab to view the same

O

Page | 30

If the plant is left blank, it will be picked up from the purchase order.

MM COURSE: IM MATERIAL MVT In the Partner Tab

Vendor Name shall appear.

Press the tab to view the same

In the Account Assignme nt Tab

G/L Account & Press the tab to view the same Asset number field shall be appeared. Values shall be automatically picked from Account Assignment. Finally Check on the Item OK button to ensure selecting the Item. (Note: On the above table, in column “R/O/C”; “R” = required, “O” = Optional, “C” = Conditional)

Before Saving the document, Click on the Check Button to check the completeness of the document. Note- System shall give the message –Document is OK

Now Save the transaction. Result: Document posted. (Material document number shall be generated and also Accounting document shall also be generated in the background. On display, in Doc. Information; Accounting document can be seen.

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MM COURSE: IM MATERIAL MVT 7.

MM-MIGO-GR-Goods Receipt against PO-towards Project Stock Capital

Overview Deliveries of Project Stock Capital material is required to be received from Vendors as a part of external procurement. BUSINESS PROCESS PROCEDURE OVERVIEW Project Capital material is required to be received from Vendors against Purchase Order placed by the company. A goods movement is entered into the system referencing others accordingly goods receipt material document is posted. Appropriate general ledger accounts-Company Stock Accounts are also posted. On receipt of the Project Capital Material, project stock will be increased.

Input – Required Fields Purchase Order Number

Field Values/Comments PO number

After Pressing Execute Button-Following Fields are required to be maintainedDocument Date (MM/DD/YY)

Date that the document is entered

Posting Date (MM/DD/YY)

Date that the document is posted

Movement Type Delivery Note Bill of Lading Notes Excise Invoice

Movement type to be used (101-Q Receipt w.r.t. PO) Vendor‟s Invoice Number Bill of Lading in case of Imports, otherwise leave blank Any Remarks Select Only Part1

Tips and Tricks When a receipt is entered in SAP, it must reference to Purchase Order Only To reverse by material document follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse. The material document is needed for this transaction. In case of any problem in the material found at the time of receiving after creating material document by movement type 101 , simply reverse the material document by following transactionsGo to Transaction code-MBST or follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse Enter- Posting date, Material document Number and Material document year and proceed further by entering followed by saving.

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MM COURSE: IM MATERIAL MVT

Procedural Steps

Access transaction by:

Via Menus Via Transaction Code

Logistics  Material Management  Inventory Management  Goods Movement  MIGO MIGO

On screen “Goods Receipt for Purchase Order: Initial Screen”, enter information in the fields as specified in the below table:

Movement type101Q Select GRPurchase order

Enter only qty and storage location other data will be get copied over.

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MM COURSE: IM MATERIAL MVT Field Name Document Date Posting Date Delivery Note Bill of lading Notes

Excise Invoice Movement type

In the Material TAB Material

Description

R/O/ C R

User Action and Values

Comments

Date of the actual vendor delivery (physical delivery). No user input

Today‟s date defaults in Today‟s date defaults in

Not Required

O

Enter details of Vendor‟s Invoice/Challan number. Enter bill of lading number if available. Use for Any remarks

R

Select „Only Part1‟,

Goods movement type.

Auto matic ally

Movement Type number shall automatically come to 101 if GR is against PO & stock Type –Q in case of Project Capital Stock.

Material Code/number

Auto

Automatically from PO

Default is current system date Default is current system date Delivery Note numberVendor Invoice Number. Number of the bill of lading issued by the sender. Document header text. Contains explanations or notes which apply to the document as a whole. Excise Invoice, date, excise group.

R R O

Excise Group „63‟ defaults in Movement type is 101 with Stock Type Q for goods receipt against PO for Project Capital.

(Note: On the above table, in column “R/O/C”; “R” = required, “O” = Optional, “C” = Conditional)

Press the ENTER button.

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MM COURSE: IM MATERIAL MVT On screen “Goods Receipt: Selection Screen

Field Description Name In the quantity tab Quantity Quantity received

Quantity In Delivery Note No of Containers

R/O/ C R

User Action and Values

Automatically from PO, However check it if it need to be changed at the time of receipt depending on partial quantity. Quantity as per Vendors Challan number to track Over/Shortage Report.

Quantity as per Vendor Challan Number

R

Number of Containers Received

O

Optional in case to track no. of containers received from Vendors.

Auto from PO

Shall be automatically come from PO.

Enter or select a storage location if not entered in the PO Name of person/Say Stock Receiver The place in the Storage Location/Receipt Bay Write any notes for material if required. Press the tab to view the same

In the Where Tab Plant Plant number.

Storage location

Storage location

R

Goods Recipient Unloading Point Text

Name of person receiving Goods Unloading Point name

O

Any Remarks for material

O

In the Purchase Order TAB In the Partner Tab

Information related to PO shall appear.

Vendor Name shall appear.

O

Comments

Press the tab to view the same

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If the plant is left blank, it will be picked up from the purchase order.

MM COURSE: IM MATERIAL MVT In the Account Assignme nt Tab

G/L Account & Press the tab to view the same WBS Element field shall be appeared. Values shall be automatically picked from Account Assignment and Project PO Finally Check on the Item OK button to ensure selecting the Item.

Before Saving the document, Click on the Check Button to check the completeness of the document. System shall give the message –Document is OK

Now Save the transaction. Result: Document posted. (Material document number shall be generated and also Accounting document shall also be generated in the background. On display, in Doc. Information; Accounting document can be seen.

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MM COURSE: IM MATERIAL MVT 8.

MM-MIGO-GR-Goods Receipt against PO-towards Subcontracting & Repair

Overview Deliveries of subcontracting material are required to be received from Vendors as a part of subcontracting procurement. BUSINESS PROCESS PROCEDURE OVERVIEW Subcontracting material is required to be received from Vendors against Purchase Order placed by the company. A goods movement is entered into the system referencing others accordingly goods receipt material document is posted. During the Receipt of the subcontracting material, Inputted material as sent to vendor for subcontracting automatically gets credited / reconciled.

Input – Required Fields Purchase Order Number

Field Values/Comments PO number

After Pressing Execute Button-Following Fields are required to be maintainedDocument Date (MM/DD/YY)

Date that the document is entered

Posting Date (MM/DD/YY)

Date that the document is posted

Movement Type Delivery Note Bill of Lading Notes Excise Invoice

Movement type to be used (101-Receipt w.r.t. PO) Vendor‟s Invoice Number Bill of Lading in case of Imports, otherwise leave blank Any Remarks Select Only Part1

Tips and Tricks When a receipt is entered in SAP, it must reference to Purchase Order Only To reverse by material document follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse. The material document is needed for this transaction. In case of any problem in the material found at the time of receiving after creating material document by movement type 101 , simply reverse the material document by following transactionsGo to Transaction code-MBST or follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse Enter- Posting date, Material document Number and Material document year and proceed further by entering followed by saving.

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MM COURSE: IM MATERIAL MVT Procedural Steps

Access transaction by:

Via Menus Via Transaction Code

Logistics  Material Management  Inventory Management  Goods Movement  MIGO MIGO

On screen “Goods Receipt for Purchase Order: Initial Screen”, enter information in the fields as specified in the below table:

Enter the recipient name

Enter the text.

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MM COURSE: IM MATERIAL MVT Fill the following data for detail. Field Name Document Date Posting Date Delivery Note Bill of lading Notes

Description

Excise Invoice

Default is current system date Default is current system date Delivery Note numberVendor Invoice Number. Number of the bill of lading issued by the sender. Document header text. Contains explanations or notes which apply to the document as a whole. Excise Invoice, date, excise group.

Movement type

Goods movement typeautomatically from PO

In the Material TAB Material Material Code/numberOutput Material Input MaterialAutomatically credited/reconciled. In the Quantity Tab Quantity Quantity received

Quantity In Delivery Note No of Containers

R/O/ C R

User Action and Values

Comments

Date of the actual vendor delivery (physical delivery). No user input

Today‟s date defaults in Today‟s date defaults in

Not Required

O

Enter details of Vendor‟s Invoice/Challan number. Enter bill of lading number if available. Use for Any remarks

R

Select „Only Part1‟,

Auto

Movement Type number shall automatically come to 101 if GR is against PO & stock Type –Unrestricted

Auto

Automatically from PO

R

Automatically from PO, However check it if it need to be changed at the time of receipt depending on partial quantity. Quantity as per Vendors Challan number to track Over/Shortage Report.

R R O

Quantity as per Vendor Challan Number

R

Number of Containers Received

O

Optional in case to track no. of containers received from Vendors.

In the Where

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Excise Group „63‟ defaults in Movement type is 101for goods receipt against PO

MM COURSE: IM MATERIAL MVT Tab Plant

Plant number.

Auto from PO

Shall be automatically come from PO.

Storage location

Storage location

R

Goods Recipient Unloading Point Text

Name of person receiving Goods Unloading Point name

O

Any Remarks for material

O

In the Purchase Order TAB In the Partner Tab

Information related to PO shall appear.

Enter or select a storage location if not entered in the PO Name of person/Say Stock Receiver The place in the Storage Location/Receipt Bay Write any notes for material if required. Press the tab to view the same

O

Vendor Name shall appear.

If the plant is left blank, it will be picked up from the purchase order.

Press the tab to view the same

Finally Check on the Item OK button to ensure selecting the Item.

Before Saving the document, Click on the Check Button to check the completeness of the document. System shall give the message –Document is OK

Now Save the transaction. Result: Document posted. (Material document number shall be generated and also Accounting document shall also be generated in the background. On display, in Doc. Information; Accounting document can be seen.

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MM COURSE: IM MATERIAL MVT 9.

MM-MIGO-GR-Goods Receipt against PO-with Account Assignment

Overview Deliveries of Direct Charge-Revenue material is required to be received from Vendors as a part of external procurement. BUSINESS PROCESS PROCEDURE OVERVIEW Direct Charge material is required to be received from Vendors against Purchase Order placed by the company. A goods movement is entered into the system referencing others accordingly goods receipt material document is posted. On receipt there shall not be Stock in the system as the material of the Direct Charge category shall be treated as Consumed.

Input – Required Fields Purchase Order Number

Field Values/Comments PO number

After Pressing Execute Button-Following Fields are required to be maintainedDocument Date (MM/DD/YY)

Date that the document is entered

Posting Date (MM/DD/YY)

Date that the document is posted

Movement Type Delivery Note Bill of Lading Notes

Movement type to be used (101-Receipt w.r.t. PO) Vendor‟s Invoice Number Bill of Lading in case of Imports, otherwise leave blank Any Remarks

Output – Results The output is a material document which can contain accounting documents.

Comments

Tips and Tricks When a receipt is entered in SAP, it must reference to Purchase Order Only To reverse by material document follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse. The material document is needed for this transaction. In case of any problem in the material found at the time of receiving after creating material document by

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MM COURSE: IM MATERIAL MVT movement type 101 , simply reverse the material document by following transactionsGo to Transaction code-MBST or follow the menu path: Logistics  Material Management  Inventory Management  Material Document  Cancel/Reverse Enter- Posting date, Material document Number and Material document year and proceed further by entering followed by saving.

Procedural Steps

Access transaction by:

Via Menus Via Transaction Code

Logistics  Material Management  Inventory Management  Goods Movement  MIGO MIGO

On screen “Goods Receipt for Purchase Order: Initial Screen”, enter information in the fields as specified in the below table:

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MM COURSE: IM MATERIAL MVT

Field Name Document Date Posting Date Delivery Note Bill of lading Notes

Movement type

Description Default is current system date Default is current system date Delivery Note numberVendor Invoice Number. Number of the bill of lading issued by the sender. Document header text. Contains explanations or notes which apply to the document as a whole. Goods movement type automatically from PO

In the Material TAB Material Material Code/number In the Quantity Tab

R/O/ C R

User Action and Values

Comments

Date of the actual vendor delivery (physical delivery). No user input

Today‟s date defaults in Today‟s date defaults in

Enter details of Vendor‟s Invoice/Challan number. Enter bill of lading number if available. Use for Any remarks

Not Required

Auto

Movement Type number shall automatically come to 101 if GR is against PO & stock Type –Unrestricted

Movement type is 101for goods receipt against PO

Auto

Automatically from PO

R R O O

(Note: On the above table, in column “R/O/C”; “R” = required, “O” = Optional, “C” = Conditional)

Field Name Quantity

Quantity In Delivery Note No of Containers

Description Quantity received

R/O/ C R

Quantity as per Vendor Challan Number

R

Number of Containers Received

O

User Action and Values Automatically from PO, However check it if it need to be changed at the time of receipt depending on partial quantity. Quantity as per Vendors Challan number to track Over/Shortage Report. Optional in case to track no. of containers received from Vendors.

In the Where Tab

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Comments

MM COURSE: IM MATERIAL MVT Plant

Plant number.

Auto from PO

Shall be automatically come from PO.

Storage location

Storage location

R

Goods Recipient Unloading Point Text

Name of person receiving Goods Unloading Point name

O

Any Remarks for material

O

In the Purchase Order TAB In the Partner Tab

Information related to PO shall appear.

Enter or select a storage location if not entered in the PO Name of person/Say Stock Receiver The place in the Storage Location/Receipt Bay Write any notes for material if required. Press the tab to view the same

Vendor Name shall appear.

O

If the plant is left blank, it will be picked up from the purchase order.

Press the tab to view the same

In the Account Assignme nt Tab

G/L Account Press the tab to view the same Cost Center field shall be appeared. Values shall be automatically picked from Account Assignment. Finally Check on the Item OK button to ensure selecting the Item.

Before Saving the document, Click on the Check Button to check the completeness of the document.

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MM COURSE: IM MATERIAL MVT

Click on Check, before saving

System shall give the message –Document is OK

Now Save the transaction. Result: Document posted. (Material document number shall be generated and also Accounting document shall also be generated in the background. On display, in Doc. Information; Accounting document can be seen.

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MM COURSE: IM MATERIAL MVT 10. MM-MIGO-GR-Return delivery to Vendor against Rejection Overview When Rejected goods are required to send back to the Supplier. BUSINESS PROCESS PROCEDURE OVERVIEW

The Rejected materials posted to blocked stock in a Storage Location have to be cleared and returned to Vendors as soon as possible as the blocked stock are the valuated stock of the plant and don’t reflect in PO open quantity. Purchase department and Stores should periodically (max weekly) review the blocked stock and take action to return them back to vendors.

Input – Required Fields Document Date (MM/DD/YY) Posting Date (MM/DD/YY) Movement Type Plant Storage location Material Quantity UnE Purchase Order Reason for Movement Vendor

Output - Results The output is a material document.

Field Values/Comments Date that the document is entered. Date that the document is posted. Movement type to be used. The plant of manufacture. Location from which material will be issued. Material to be issued to the manufacturing order. Quantity of material to be issued. Unit of measure for material to be issued. Purchase Order Number Reason for Movement Vendor Number to which the goods need to be issued.

Comments Each time an inventory movement is posted a Material document is created by the system. If the movement has a financial impact an Accounting document is also created.

Tips and Tricks It is sometimes necessary to reverse a goods issue due to user error. For example, an incorrect quantity is entered or the wrong Reservation was chosen. Within SAP, there are two different ways to reverse a goods movement. One

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MM COURSE: IM MATERIAL MVT is done via a material document. Another is done through a movement type. Reversing goods movements using movement types are the same as the initial movement types +1.

Procedural Steps

Access transaction by: Via Menus

Via Transaction Code

a) Logistics > Material Management > Inventory Management > Goods Movement > Material Document>Return Delivery MIGO

Choose Return Delivery from the Drop-Down Menu and we will get “Return Delivery Material Document” Screen... On screen “Return Delivery Material Document”, fill in the following fields: Select Return Delivery

Select Material Document

Enter the Material Document number

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MM COURSE: IM MATERIAL MVT Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user. Field Name Moveme nt type Documen t Date Posting Date

Description Defines type of movement to be performed by the transaction Current /System Date

Defau lt R

User Action and Values Enter Mvt type -122

Doc Header Text Purchase Order Sloc

Text as per requirement

O

Date of actual Goods Return posting. This determines the Accounting posting date. Enter any Text information

Purchase Order Number

R

Enter PO number

Storage location

R

Plant

Plant location.

R

Material Quantity

Material to be issued Quantity of material to be issued Type of Stock-Blocked where rejected material is lying

R R R

Defaults from previous screen. Defaults from previous screen. Enter material issued. Enter rejected quantity of material. S – Blocked Stock.

Reason for Rejection

R

You must be more careful here. By mistake had you put X your Un-restricted Stock will get reduced instead of Blocked stock as SAP provides flexibility. We will have to ensure that only correct stock type is entered here. Choose from available option

Short Text if you want to enter specifically about this transaction

O

Stock Type

Reason for Moveme nt Text

Current Date-Change as per requirement

R/O/ C View

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Comments

MM COURSE: IM MATERIAL MVT Press the ENTER button or select the green checkmark icon. Save the transaction using the “Save” button or press “Control S”. Note-System shall generate Material Document number.

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MM COURSE: IM MATERIAL MVT 11. MM-ZMMP_SFGS-Goods Movement of Serialized Material ---------------------------------------------------------------------------------------------------------------------------------------------------------

12. MM-MB90 GR note print out Overview A Goods receipts note needs to be printed Business Process Procedure Overview This procedure details how to print a GR note created in R/3 by T code MB90

Input – Required Fields Message Data

Field Value/Comments Details the type of message to print.

Output - Results

Comments

A successfully printed GR note

Procedural Steps

Access transaction by:

Via Transaction Code

MB90

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MM COURSE: IM MATERIAL MVT

On screen “out put for goods movement”, enter information in the fields as specified in the table below:

Select output type ZGR Select transmission medium,sort order.

Enter material document number

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MM COURSE: IM MATERIAL MVT Select the proper document number and click execute

Select the proper document.

Select proper printer and click on print

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MM COURSE: IM MATERIAL MVT

Select the printer

Print preview can be seen from here Click print

Press Enter

GR note will be as below.

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MM COURSE: IM MATERIAL MVT

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MM COURSE: IM MATERIAL MVT 13. MM-MIGO-GR-Goods Receipt in case of Excisable Subcontracting Challan Overview Goods receipt when material comes after subcontracting

Business Process Description Overview You follow this procedure if you want to take the Print Output of Excisable Subcontracting Challan

Input - Required Fields Purchase Order Number

Field Value / Comments Required

Challan Number

Required

Challan Year

Required

Output - Results Subcontracting Challan Print Output

Comments

Procedure Steps

Access transaction by:

Via Menus Via Transaction Code

Logistics  Materials Management  Inventory Management  Goods Movement  Goods Receipt MIGO

On screen “Goods Receipt Purchase Order”, type the values as per table below.

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MM COURSE: IM MATERIAL MVT Field Name Purchase Order Number

Description Enter the Purchase Order Number

R/O/C R

User Action and Values Enter Subcontracting Purchase Order

Comments

Enter Purchase Order Number and Press Enter

As soon as you press Enter system will show the complete Subcontracting PO Data By Default you will find the material which will come You will come to know the input material consumed by clicking on the

.



First enter the quantity of the Material which is coming then click on the tab automatically show you the quantity of Input Material in correct ratio.



If you click on the tab first then enter the quantity of material which come then you have to enter the quantity of Input material consumed manually.

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by doing this system will

MM COURSE: IM MATERIAL MVT

Details of Material which comes

Tick here to receive the material after subcontracting

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MM COURSE: IM MATERIAL MVT

Material which is coming from Vendor

Tick here to consume the input material from Vendor End

Input Material which will be consumed from Vendor End

Now we have to refer the Subcontracting Challan (on which we send the input material to subcontractor) during Goods Receipt. Excise tab will come by default if following prerequisites are fulfilled: 1. Chapter ID/ Excise Tariff Code is maintained in the Material Master in the Foreign Trade Import view for the input material 2. Material is declared for Subcontracting in the Material Master in the Foreign Trade Import view 3. Output material is defined for the input material in the Material Master in the foreign Trade Import View 4. Plant Excise data, Excise Group, Series Group is maintained

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MM COURSE: IM MATERIAL MVT

Select the option - Refer Subcontracting Challan

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MM COURSE: IM MATERIAL MVT

Click here to refer the Subcontracting Challan

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MM COURSE: IM MATERIAL MVT

Enter Challan Number and Year

After entering Challan Number and Year press this button

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MM COURSE: IM MATERIAL MVT

After that press Check and Post

Tick on Collective slip to take the Print of Goods Receipt

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MM COURSE: IM MATERIAL MVT

After Posting you will get material document number

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MM COURSE: IM MATERIAL MVT

2. Reservation 1.

MM-MB21-Create Reservation for Revenue Consumption

Overview In case of any material is required by the users, a reservation will be created by the user in the system if stock is available in the store.

Business Process Procedure Overview A Reservation will be created by user whenever goods have to be withdrawn / issued from Stores. User will create reservation manually or automatically depending upon nature of issue. Manual Reservation will be created by user for issue of items which are not required for specific job; rather these items are of common nature like marking cloth, cotton waste, adhesives, miscellaneous items, stationery etc. However, for equipment and parts, Reservation will be created automatically from PS-Projects; and for spares, Reservation will be created automatically through PM order by maintenance group.



A reservation document serves as purpose of Material Issue Requisition.



SAP supports manual and automatic reservations. Manual reservations are entered directly by the user.



Check the availability of materials through stock overview screen at the time of creating reservations. However, the system also conducts a dynamic availability check at the time of reservation creation and correspondingly issues a warning message in case of unavailability of stock for desired date.



In the material master record, total stock and unrestricted-use stock of the material remain unchanged. Reserved stock is increased by the reserved quantity.

Input – Required Fields

Field Value/Comments

Base Date

Enter the date (default)

Movement Type

201-For Cost Center Consumption

Plant

Plant where the reservation will occur.

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MM COURSE: IM MATERIAL MVT Material

Material of requirement.

Quantity Storage Location

Qty required.

Cost Centre

Put the relevant cost center

Requisitioner

Put the name / initials of User

Header Text

Put the name of dept.

Output – Results Creation of a reservation

Creation of a reservation.

Issuing storage location.

Comments

Tips and Tricks Depending on the user’s movement type, the system may ask the user for the cost center for the reservation to be made.

Procedural Steps

Access transaction by:

Via Menus

a) Logistics > Materials Management > Inventory Management >Reservations > Create b) Logistics > Production> DRP > Execution > Reservation > Create c) Logistics > Sales & Distribution Foreign Trade/Customs General Foreign Trade Processing > Environment> Purchase Import > Inventory Management >Reservations > Create

Via Transaction Code

MB21

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MM COURSE: IM MATERIAL MVT On screen “Create Reservation: Initial Screen”, enter the below information:

Enter movement type 201

Field Name Base Date

Description Date for which the goods movement is planned Goods movement

R/O/C R

User Action and Values Current date is defaulted.

R

Plant

Plant number

R

Use drop-down menu to make the choice of the applicable movement type. Use the drop-down menu to make the choice of the appropriate plant

Reservation

Reservation number from which reservation will be copied with reference to Section Heading No of the G/L account to which the movement is assigned. Cost center for the material accounting

O

Movement Type

Reference G/L account

O

Comments

Use the drop-down menu to make the choice of the appropriate G/L account. Cost center R Use the drop-down menu to make the choice of the appropriate cost center. (Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

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MM COURSE: IM MATERIAL MVT Press On screen “Create Reservation: New Items”, enter the below information:

Enter the G/L account Enter the cost center Deselect if material movement is to be restricted.

(Note: Some of the data on this screen depends upon the movement type that was specified on the initial screen).

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MM COURSE: IM MATERIAL MVT Field Name Material

Description Material number

R/O/C R

User Action and Values Enter the material identifier.

Quantity

Material quantity

R

Enter the quantity of the material to be moved.

UnE

The unit of measure in which the goods movement is entered.

O

Enter the unit of measure if different than the default.

Plant SLoc

Plant number The storage location where the material is currently stored. Indicator: Goods movement for reservation allowed Indicator specifying that movements are allowed in respect of the reservation item. If the user wants to prevent a goods movement in respect of this reservation item, the user must deselect the field. If the user wants to allow a goods movement in respect of this reservation item, select the field.

C R

Defaults from the initial screen Enter the storage location - if not entered on initial screen.

O

The default setting is to have this indicator checked.

M

Comments Pull down table access. The quantity is automatically converted to stock-keeping units. Pull down table access. The system will use the default unit of measure (entry) if this field is left blank. Pull down table access.

Save the reservation. (Click on yellow file folder icon, or F11) Message “Reservation XXXXXXXXXX created” is displayed in the status bar at bottom of screen. Exit Reservation processing. (Click on yellow up-facing arrow icon, or Shift-F3) Page | 68

MM COURSE: IM MATERIAL MVT 2.

MM-MB21-Create Reservation for Transfer posting Mvt-913

Overview In case of any material is required by the users, a reservation will be created by the user in the system if stock is available in the store.

Business Process Procedure Overview A Reservation will be created by user whenever goods have to be withdrawn / issued from Stores. User will create reservation manually or automatically depending upon nature of issue. Manual Reservation will be created by user for issue of items which are not required for specific job; rather these items are of common nature like marking cloth, cotton waste, adhesives, miscellaneous items, stationery etc. However, for equipment and parts, Reservation will be created automatically from PS-Projects; and for spares, Reservation will be created automatically through PM order by maintenance group.



A reservation document serves as purpose of Material Issue Requisition.



SAP supports manual and automatic reservations. Manual reservations are entered directly by the user.



Check the availability of materials through stock overview screen at the time of creating reservations. However, the system also conducts a dynamic availability check at the time of reservation creation and correspondingly issues a warning message in case of unavailability of stock for desired date.



In the material master record, total stock and unrestricted-use stock of the material remain unchanged. Reserved stock is increased by the reserved quantity.

Input – Required Fields

Field Value/Comments

Base Date

Enter the date (default)

Movement Type

913

Plant

Plant where the reservation will occur.

Material

Material of requirement.

Quantity Storage Location

Qty required. Issuing storage location.

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MM COURSE: IM MATERIAL MVT Header Text

Put the name of dept.

Output - Results Creation of a reservation

Creation of a reservation.

Comments

Procedural Steps

Access transaction by:

Via Menus

d) Logistics > Materials Management > Inventory Management >Reservations > Create e) Logistics > Production> DRP > Execution > Reservation > Create f) Logistics > Sales & Distribution Foreign Trade/Customs General Foreign Trade Processing > Environment> Purchase Import > Inventory Management >Reservations > Create

Via Transaction Code

MB21

On screen “Create Reservation: Initial Screen”, enter the below information:

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MM COURSE: IM MATERIAL MVT

Enter the Movement Type 913 Enter the Plant

Field Name Base Date Movement Type Plant

Description Date for which the goods movement is planned Goods movement

R/O/C R

User Action and Values Current date is defaulted.

R

Plant number

R

Use drop-down menu to make the choice of the applicable movement type. Use the drop-down menu to make the choice of the appropriate plant

Comments

Reservation

Reservation number from O which reservation will be copied with reference to (Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Press On screen “Create Reservation: New Items”, enter the below information:

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MM COURSE: IM MATERIAL MVT

Enter the Receiving Sloc. Enter the material code & Qty

Enter the Issuing SLoc.

(Note: Some of the data on this screen depends upon the movement type that was specified on the initial screen).

Field Name Material

Description Material number

R/O/C R

User Action and Values Enter the material identifier.

Quantity

Material quantity

R

Enter the quantity of the material to be moved.

UnE

The unit of measure in which the goods movement is entered.

O

Enter the unit of measure if different than the default.

Plant SLoc

Plant number The storage location where the material is currently stored. Indicator: Goods movement for reservation allowed Indicator specifying that movements are allowed in

C R

Defaults from the initial screen Enter the storage location - if not entered on initial screen.

O

The default setting is to have this indicator checked.

M

Page | 72

Comments Pull down table access. The quantity is automatically converted to stock-keeping units. Pull down table access. The system will use the default unit of measure (entry) if this field is left blank. Pull down table access.

MM COURSE: IM MATERIAL MVT respect of the reservation item. If the user wants to prevent a goods movement in respect of this reservation item, the user must deselect the field. If the user wants to allow a goods movement in respect of this reservation item, select the field.

Save the reservation. (Click on yellow file folder icon, or F11) Message “Reservation XXXXXXXXXX created” is displayed in the status bar at bottom of screen. Exit Reservation processing. (Click on yellow up-facing arrow icon, or Shift-F3)

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MM COURSE: IM MATERIAL MVT 3.

MM-MB21-Create Reservation for Transfer posting Mvt-915

Overview In case of any material is required by the users, a reservation will be created by the user in the system if stock is available in the store.

Business Process Procedure Overview A Reservation will be created by user whenever goods have to be withdrawn / issued from Stores. User will create reservation manually or automatically depending upon nature of issue. Manual Reservation will be created by user for issue of items which are not required for specific job; rather these items are of common nature like marking cloth, cotton waste, adhesives, miscellaneous items, stationery etc. However, for equipment and parts, Reservation will be created automatically from PS-Projects; and for spares, Reservation will be created automatically through PM order by maintenance group.



A reservation document serves as purpose of Material Issue Requisition.



SAP supports manual and automatic reservations. Manual reservations are entered directly by the user.



Check the availability of materials through stock overview screen at the time of creating reservations. However, the system also conducts a dynamic availability check at the time of reservation creation and correspondingly issues a warning message in case of unavailability of stock for desired date.



In the material master record, total stock and unrestricted-use stock of the material remain unchanged. Reserved stock is increased by the reserved quantity.

Input – Required Fields

Field Value/Comments

Base Date

Enter the date (default)

Movement Type

915

Plant

Plant where the reservation will occur.

Material

Material of requirement.

Quantity Storage Location

Qty required. Issuing storage location.

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MM COURSE: IM MATERIAL MVT Header Text

Put the name of dept.

Output - Results Creation of a reservation

Creation of a reservation.

Comments

Procedural Steps

Access transaction by:

Via Menus

g) Logistics > Materials Management > Inventory Management >Reservations > Create h) Logistics > Production> DRP > Execution > Reservation > Create i)

Via Transaction Code

Logistics > Sales & Distribution Foreign Trade/Customs General Foreign Trade Processing > Environment> Purchase Import > Inventory Management >Reservations > Create

MB21

On screen “Create Reservation: Initial Screen”, enter the below information:

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MM COURSE: IM MATERIAL MVT

Enter the Movement Type: 915 Enter the Plant

Field Name Base Date

Description Date for which the goods movement is planned Goods movement

R/O/C R

User Action and Values Current date is defaulted.

R

Plant

Plant number

R

Use drop-down menu to make the choice of the applicable movement type. Use the drop-down menu to make the choice of the appropriate plant

Reservation

Reservation number from which reservation will be copied with reference to

O

Movement Type

Comments

(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Press On screen “Create Reservation: New Items”, enter the below information:

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MM COURSE: IM MATERIAL MVT

(Note: Some of the data on this screen depends upon the movement type that was specified on the initial screen).

Field Name Material

Description Material number

R/O/C R

User Action and Values Enter the material identifier.

Quantity

Material quantity

R

Enter the quantity of the material to be moved.

UnE

The unit of measure in which the goods movement is entered.

O

Enter the unit of measure if different than the default.

Plant SLoc

Plant number The storage location where the material is currently stored. Indicator: Goods movement for reservation allowed Indicator specifying that movements are allowed in respect of the reservation item. If the user wants to

C R

Defaults from the initial screen Enter the storage location - if not entered on initial screen.

O

The default setting is to have this indicator checked.

M

Page | 77

Comments Pull down table access. The quantity is automatically converted to stock-keeping units. Pull down table access. The system will use the default unit of measure (entry) if this field is left blank. Pull down table access.

MM COURSE: IM MATERIAL MVT prevent a goods movement in respect of this reservation item, the user must deselect the field. If the user wants to allow a goods movement in respect of this reservation item, select the field.

Save the reservation. Message “Reservation XXXXXXXXXX created” is displayed in the status bar at bottom of screen. Exit Reservation processing. (Click on yellow up-facing arrow icon, or Shift-F3)

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MM COURSE: IM MATERIAL MVT 4.

MM-MB22-Change Reservations

Overview User wishes to change a reservation.

Business Process Procedure Overview

This process describes the method to change a reservation within the R/3 system

Input – Required Fields

Field Value/Comments

Reservation number

Enter the reservation number that you wants to change.

Output - Results Change the reservation

Change the reservation

Comments

Procedural Steps

Access transaction by: Via Menus

a) Logistics > Materials Management> Inventory Management > Reservations > Change b) Logistics > Production > DRP> Execution> Reservation > Change 1 Logistics > Sales and Distribution > Foreign Trade /Customs > General Foreign Trade Processing >Environment> PurchaseImport> Inventory Management Reservation> Change

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MM COURSE: IM MATERIAL MVT Via Transaction Code

MB22

On screen “Change Reservation: Initial Screen”, enter the below information:

Enter the Reservation number

Field Name Reservation

Description Reservation number

R/O/C R

User Action and Values If number is unknown, conduct a matchcode search for this number

Comments

(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Press On screen “Change Reservation #####: Collective Processing”, enter the below information:

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MM COURSE: IM MATERIAL MVT

You can Change the required quantity /SLoc/Requirement date.

To add more items to the reservation:   

Click on the Create button Add all necessary additional information Press SAVE

To change the date of the reservation:    

Click on the line item that needs to be changed Click on the radio button “Details from. item” Change the date Press SAVE

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MM COURSE: IM MATERIAL MVT

Save the reservation. (Click on yellow file folder icon, or F11) Message “Document XXXXXXXXXX posted” is displayed in the status bar at bottom of screen. Exit Reservation processing. (Click on yellow up-facing arrow icon, or Shift-F3)

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MM COURSE: IM MATERIAL MVT 5.

MM-MB23-Display Reservations

Overview User wishes to display a reservation. Business Process Procedure Overview This process describes the method to display a reservation within the R/3 system. The exact process for displaying a reservation will be slightly different depending upon which goods movement is being designated. This process describes the method to display a reservation within the R/3 system.

Input - Required Fields Reservation number

Output - Results Display the reservation

Field Value/Comments Enter the reservation number that you want to display.

Comments Only display can be possible.

Procedural Steps

Access transaction by:

Via Menus

Via Transaction Code

a) Logistics > Materials Management >Inventory Management > Reservations > Display b) Logistics > Production > DRP> Execution> Reservation > Display c) Logistics > Sales and Distribution > Foreign Trade /Customs > General Foreign Trade Processing >Environment> Purchase-Import> Inventory Management Reservation> Display MB23

On screen “Display Reservation: Initial Screen”, enter the below information: Page | 83

MM COURSE: IM MATERIAL MVT Field Name Reservation

Description Reservation number

R/O/C R

User Action and Values If number is unknown, conduct a matchcode search for this number

Comments

Press On screen “Display Reservation XXXXXXXXXXX: Overview”, the user may view the information contained within the reservation.

Page | 84

MM COURSE: IM MATERIAL MVT For more information on the items contained within the reservation, the user may click on the line item and use the various radio buttons to gain more information. Exit Reservation processing. (Click on yellow up-facing arrow icon, or Shift-F3)

Page | 85

MM COURSE: IM MATERIAL MVT 6.

MM-ZMMF_RES- Reservation Output

Overview Requirement for printout of reservation document Business Process Description Overview This document describes the procedure for getting the printout of the reservation document.

Input – Required Fields Reservation number

Field Value/Comments Enter the reservation record number for which printout is required. Press

Output - Results The output displays the document.

Comments

Procedural Steps

Access transaction by:

Via Transaction Code

ZMMF_RES

On screen “Program for reservation print out”: enter the user desired Reservation number:

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MM COURSE: IM MATERIAL MVT

Enter the Reservation number

Press EXECUTE tab The print preview of the Reservation document

Click on the PRINT tab

button. Page | 87

MM COURSE: IM MATERIAL MVT

3. Transfer Posting 1.

MM-MIGO-TP-One-Step Transfer posting between Slocs

Overview 

Material needs to be transferred from one storage Location to another in one step.

Business Process Description Overview

1. 2. 3. 4. 5.

For certain materials, we need to do transfer from one storage location to another. This movement is called as Transfer Posting Storage Location to Storage Location in SAP. This transfer posting can take place in two ways. One is single step transfer posting and the other one is knows as two step Transfer posting. For Storage Location with in a Plant, it is decided to carry out single step transfer posting through reservation with in Plant Storage Location transfer. 6. The Storage location which requires the material will create the Reservation for the required Materials with Movement Type – 311. 7. The issuing Storage Location to do transfer posting with reference to this reservation.

NOTE: The movement types above also allow the material to move from one location to another within the same plant. The receiving location defaults to the sending location, but may be over-ridden as necessary.

Input - Required Fields Document Date (MM/DD/YY)

Field Value / Comments Date that the document is entered.

Posting Date (MM/DD/YY)

Date that the document is posted.

Movement Type

Movement type to be used.

Plant

Plant number

Receiving Location

Storage location where materials will reside after transfer

Material

Material number

Quantity

Quantity of material to be transferred.

Storage location

Storage location where material resides prior to transfer

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MM COURSE: IM MATERIAL MVT

Tips and Tricks If the user enter the issuing Plant and Storage Location in the Enter Transfer Posting: Initial Screen and the data is carried through to the detail line items. It is sometimes necessary to reverse a transfer order due to user error. For example, an incorrect quantity is entered or the wrong material was chosen. Within SAP, there are two different ways to reverse a goods movement. One is done via a movement type. Another is done through a material document. Reversing goods movements using movement types are the same as the initial movement types +1. For example, a reversal of a transfer between sLoc, 311 movement type is the reversal of movement type 312. To reverse a transfer by material document follow the menu path: Logistics > Material Management > Inventory Management > Material Document > Cancel/Reverse. The material document is needed for this transaction.

Procedural Steps

Access transaction by:

Via Menus

Via Transaction Code

a) Logistics > Material Management > Inventory Management > Goods Movement > Transfer Posting b) MIGO

Select Transfer Posting from the drop-down menu and on Screen “Transfer Posting reservation”, enter information in the fields as specified in the below table:

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MM COURSE: IM MATERIAL MVT

Selection Reference-

Field Name To Reservation

Description Reservation number

R/O/C O

User Action and Values In case required to transfer against Reservation request otherwise leave blank. No action necessary

Document Date Posting Date

Default is current system date

R

Default is current system date

R

User may select other posting date.

Material

Identifier of an external

O

Enter external document

Page | 90

Comments

The system checks whether the posting date entered is allowed by means of the posting period permitted.

MM COURSE: IM MATERIAL MVT slip Doc. header text

Defaults for documents items Movement type

document Document header text. Contains explanations or notes which apply to the document as a whole. Section Heading

O

Goods movement type

R

Plant

Plant number

R

Storage location

Storage Location (where goods to be transferred resides in issuing location)

O

number if available Enter any necessary notes for this transfer document

Enter the number for the movement type or choose a movement type from the pulldown table. Enter or select a Plant from the pull-down table.

Enter a Storage location or select from the pull-down table.

Enter the plant number on this screen and it is carried over to the detail screen If Storage Location is entered, it is carried through to item details screen. If not entered, storage location will be required on item details screen.

(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Press Enter information in the fields as specified in the below table for the recipient: Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user.

Field Name Recipient

Description Recipient for whom the material or the service is destined.

R/O/C O

User Action and Values Enter recipient

Page | 91

Comments

MM COURSE: IM MATERIAL MVT Recv. Sloc

Storage location where material will reside after transfer.

R

Enter receiving storage location.

Material

Material number

R

Enter the material identifier.

Quantity

Material quantity

R

Enter the quantity of the material to be moved.

UnE

The unit of measure in which the goods movement is entered.

O

Enter the unit of measure if different than the default.

Sloc

The storage location where the material is currently stored.

R

Enter the storage location - if not entered on initial screen.

Defaults to same location type as sending location. Pull down table access. The quantity is automatically converted to stock-keeping units. Pull down table access. The system will use the default unit of measure (entry) if this field is left blank. Pull down table access.

Multiple materials may be handled with the same goods movement screen. Pressing ENTER locks the material for this transaction but allows for any quantity changes prior to saving the goods movement.

Save the transaction. (Select yellow file folder or F11).

You can also raise the stock transfer reservation at the recipient storage location then stock transfer with reference to reservation can be posted as shown below,

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MM COURSE: IM MATERIAL MVT

3. Enter reservation no.

2. R09 Select reservation

1. Select transfer posting. 4. Enter quantity.

5. Enter storage location.

Enter only material quantity and storage location from which the material is to be transfer.

Check the document and post the document.

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MM COURSE: IM MATERIAL MVT 2.

MM-MIGO-TP-Transfer Posting Between Two Project Stocks

Overview Material needs to be transferred from Revenue Stock to Project Stock in one step to meet the requirement of material against Project. Business Process Description Overview 1. For certain materials, we need to do transfer from Revenue Stock to Project Stock in one step to meet the requirement of material against Project.

2. This movement is called as Transfer Posting Plant to Plant in SAP. It is decided to carry out single step transfer posting through from Revenue Stock to Project Stock.

3. The issuing Plant/Storage Location to do transfer posting with Movement Type 415+Q.

NOTE: The movement types 415+Q Transfer posting to project stock You can use this movement type to carry out a transfer posting from your own unrestricted-use stock, consignment stock, and other project stock to a project stock. Possible special stock indicators: E, K, Q

Input - Required Fields Document Date (MM/DD/YY)

Field Value / Comments Date that the document is entered.

Posting Date (MM/DD/YY)

Date that the document is posted.

Movement Type

Movement type to be used.

Plant

Plant number

Receiving Sloc

Receiving Plant/Storage location where materials will reside after transfer Material number

Material

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MM COURSE: IM MATERIAL MVT Quantity

Quantity of material to be transferred.

Storage location

Storage location where material resides prior to transfer

WBS Element

Required WBS element (A WBS element describes a task or a partial task that can be divided.)

Tips and Tricks If the user enter the issuing Plant and Storage Location in the Enter Transfer Posting: Initial Screen and the data is carried through to the detail line items. It is sometimes necessary to reverse a transfer order due to user error. For example, an incorrect quantity is entered or the wrong material was chosen. Within SAP, there are two different ways to reverse a goods movement. One is done via a movement type. Another is done through a material document. Reversing goods movements using movement types are the same as the initial movement types +1. For example, a reversal of a transfer between Plants, 416 movement type is the reversal of movement type 415 To reverse a transfer by material document follow the menu path: Logistics > Material Management > Inventory Management > Material Document > Cancel/Reverse. The material document is needed for this transaction.

Procedural Steps

Access transaction by:

Via Menus

c) Logistics > Material Management > Inventory Management > Goods Movement > Transfer Posting

Via Transaction Code

MIGO

Select Transfer Posting from the drop-down menu and on Screen “Transfer Posting Others”, enter information in the fields as specified in the below table:

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MM COURSE: IM MATERIAL MVT

Movement type 415 Q

Selection Reference-

Field Name To Reservation

Description Reservation number

R/O/C o

Document Date Posting Date

Default is current system date

R

Default is current system date

R

User may select other posting date.

Material slip Doc. header text

Identifier of an external document Document header text. Contains explanations or

O

Enter external document number if available Enter any necessary notes for this transfer document

O

User Action and Values In case required to transfer against Reservation request otherwise leave blank. No action necessary

Page | 96

Comments

The system checks whether the posting date entered is allowed by means of the posting period permitted.

MM COURSE: IM MATERIAL MVT

Defaults for documents items Movement type

notes which apply to the document as a whole. Section Heading

Goods movement type

R

Plant

Plant number

R

Storage location

Storage Location (where goods to be transferred resides in issuing location)

O

Enter the number for the movement type or choose a movement type from the pulldown table. Enter or select a Plant from the pull-down table.

Enter a Storage location or select from the pull-down table.

415Q

Enter the plant number on this screen and it is carried over to the detail screen If Storage Location is entered, it is carried through to item details screen. If not entered, storage location will be required on item details screen.

(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Press Enter information in the fields as specified in the below table: Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user.

Field Name Recipient

Recv. Sloc

Description Recipient for whom the material or the service is destined. Receiving Plant/Storage location where material will reside after transfer.

R/O/C O

User Action and Values Enter recipient

R

Enter receiving storage location.

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Comments

Defaults to same location type as sending location.

MM COURSE: IM MATERIAL MVT Material

Material number

R

Enter the material identifier.

Quantity

Material quantity

R

Enter the quantity of the material to be moved.

UnE

The unit of measure in which the goods movement is entered.

O

Enter the unit of measure if different than the default.

Sloc

The storage location where the material is currently stored. WBS Element

R

Enter the storage location - if not entered on initial screen.

R

Enter the WBS Element

WBS Element

Pull down table access. The quantity is automatically converted to stock-keeping units. Pull down table access. The system will use the default unit of Measure (entry) if this field is left blank. Pull down table access.

Multiple materials may be handled with the same goods movement screen. Pressing ENTER locks the material for this transaction but allows for any quantity changes prior to saving the goods movement.

Save the transaction. (Select yellow file folder, or F11).

Page | 98

MM COURSE: IM MATERIAL MVT 3.

MM-MIGO-TP-Transfer Posting from Project to Revenue Stock

Overview 

Material needs to be transferred from Project Stock to Revenue Stock in one step as per requirement.

Business Process Description Overview 1. For certain materials, we need to do transfer from Project Stock to Revenue Stock in one step to meet the requirement of material against Project. 2. This movement is called as Transfer Posting Plant to Plant in SAP. It is decided to carry out single step transfer posting through from Project Stock to Revenue Stock.

3. The issuing Plant/Storage Location to do transfer posting with Movement Type 411+ Q.

NOTE: The movement types 411+Q Transfer posting of special stocks E, K, and Q to company's own stock The quantity is transferred from unrestricted-use special stock Q (project stock) to unrestricted-use storage location stock. The corresponding special stock indicator is required for Q

Input - Required Fields Document Date (MM/DD/YY)

Field Value / Comments Date that the document is entered.

Posting Date (MM/DD/YY)

Date that the document is posted.

Movement Type

Movement type to be used.

Plant

Plant number

Receiving Sloc Material

Receiving Plant/Storage location where materials will reside after transfer Material number

Quantity

Quantity of material to be transferred.

Storage location

Storage location where material resides prior to transfer

Page | 99

MM COURSE: IM MATERIAL MVT WBS Element

Required WBS element (A WBS element describes a task or a partial task that can be divided.)

Tips and Tricks-

1. If the user enter the issuing Plant and Storage Location in the Enter Transfer Posting: Initial Screen and the data is carried through to the detail line items.

2. It is sometimes necessary to reverse a transfer order due to user error. For example, an incorrect quantity is entered or the wrong material was chosen. Within SAP, there are two different ways to reverse a goods movement. One is done via a movement type. Another is done through a material document. 3. Reversing goods movements using movement types are the same as the initial movement types +1. For example, a reversal of a transfer between Plants, 412 movement type is the reversal of movement type 411 Path-To reverse a transfer by material document follow the menu path: Logistics > Material Management > Inventory Management > Material Document > Cancel/Reverse. The material document is needed for this transaction.

Procedural Steps

Access transaction by:

Via Menus

d) Logistics > Material Management > Inventory Management > Goods Movement > Transfer Posting

Via Transaction Code

MIGO

Select Transfer Posting from the drop-down menu and on Screen “Transfer Posting Others”, enter information in the fields as specified in the below table:

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MM COURSE: IM MATERIAL MVT

Movement type 411Q

Selection ReferenceField Name To Reservation

Description Reservation number

R/O/C o

Document Date Posting Date

Default is current system date

R

Default is current system date

R

User may select other posting date.

Material slip Doc.

Identifier of an external document Document header text.

O

Enter external document number if available Enter any necessary notes for

O

User Action and Values In case required to transfer against Reservation request otherwise leave blank. No action necessary

Page | 101

Comments

The system checks whether the posting date entered is allowed by means of the posting period permitted.

MM COURSE: IM MATERIAL MVT header text

Defaults for documents items Movement type

Contains explanations or notes which apply to the document as a whole. Section Heading

this transfer document

Goods movement type

R

Plant

Plant number

R

Storage location

Storage Location (where goods to be transferred resides in issuing location)

O

Enter the number for the movement type or choose a movement type from the pulldown table. Enter or select a Plant from the pull-down table.

Enter a Storage location or select from the pull-down table.

Enter the plant number on this screen and it is carried over to the detail screen If Storage Location is entered, it is carried through to item details screen. If not entered, storage location will be required on item details screen.

(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Press Enter information in the fields as specified in the below table: Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user.

Field Name Recipient

Recv. Sloc

Description Recipient for whom the material or the service is destined. Receiving Plant/Storage location where material will

R/O/C O

User Action and Values Enter recipient

R

Enter receiving storage location.

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Comments

Defaults to same location

MM COURSE: IM MATERIAL MVT reside after transfer. Material

Material number

R

Enter the material identifier.

Quantity

Material quantity

R

Enter the quantity of the material to be moved.

UnE

The unit of measure in which the goods movement is entered.

O

Enter the unit of measure if different than the default.

Sloc

The storage location where the material is currently stored. WBS Element

R

Enter the storage location - if not entered on initial screen.

R

Enter the WBS Element

WBS Element

type as sending location. Pull down table access. The quantity is automatically converted to stock-keeping units. Pull down table access. The system will use the default unit of measure (entry) if this field is left blank. Pull down table access.

Multiple materials may be handled with the same goods movement screen. Pressing ENTER locks the material for this transaction but allows for any quantity changes prior to saving the goods movement.

Save the transaction. (Select yellow file folder or F11).

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MM COURSE: IM MATERIAL MVT 4.

MM-MIGO-TP-TransferPosting Between Revenue to Project Stocks

Overview 

Material needs to be transferred from Revenue Stock to Project Stock in one step to meet the requirement of material against Project.

Business Process Description Overview 1. For certain materials, we need to do transfer from Revenue Stock to Project Stock in one step to meet the requirement of material against Project. 2. This movement is called as Transfer Posting Plant to Plant in SAP. It is decided to carry out single step transfer posting through from Revenue Stock to Project Stock.

3. The issuing Plant/Storage Location to do transfer posting with Movement Type 415.

NOTE: The movement types 415 Q Transfer posting to project stock You can use this movement type to carry out a transfer posting from your own unrestricted-use stock, consignment stock, and other project stock to a project stock. Possible special stock indicators: E, K, Q

Input - Required Fields Document Date (MM/DD/YY)

Field Value / Comments Date that the document is entered.

Posting Date (MM/DD/YY)

Date that the document is posted.

Movement Type

Movement type to be used.

Plant

Plant number

Receiving Sloc Material

Receiving Plant/Storage location where materials will reside after transfer Material number

Quantity

Quantity of material to be transferred.

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MM COURSE: IM MATERIAL MVT Storage location

Storage location where material resides prior to transfer

WBS Element

Required WBS element (A WBS element describes a task or a partial task that can be divided.)

Tips and Tricks

If the user enter the issuing Plant and Storage Location in the Enter Transfer Posting: Initial Screen and the data is carried through to the detail line items. It is sometimes necessary to reverse a transfer order due to user error. For example, an incorrect quantity is entered or the wrong material was chosen. Within SAP, there are two different ways to reverse a goods movement. One is done via a movement type. Another is done through a material document. Reversing goods movements using movement types are the same as the initial movement types +1. For example, a reversal of a transfer between Plants, 416 movement type is the reversal of movement type 415 To reverse a transfer by material document follow the menu path: Logistics > Material Management > Inventory Management > Material Document > Cancel/Reverse. The material document is needed for this transaction.

Procedural Steps

Access transaction by:

Via Menus

e) Logistics > Material Management > Inventory Management > Goods Movement > Transfer Posting

Via Transaction Code

MIGO

Select Transfer Posting from the drop-down menu and on Screen “Transfer Posting Others”, enter information in the fields as specified in the below table:

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MM COURSE: IM MATERIAL MVT

Movement type 415

Selection ReferenceField Name To Reservation

Description Reservation number

R/O/C o

Document Date Posting Date

Default is current system date

R

Default is current system date

R

User may select other posting date.

Material slip Doc.

Identifier of an external document Document header text.

O

Enter external document number if available Enter any necessary notes for

O

User Action and Values In case required to transfer against Reservation request otherwise leave blank. No action necessary

Page | 106

Comments

The system checks whether the posting date entered is allowed by means of the posting period permitted.

MM COURSE: IM MATERIAL MVT header text

Defaults for documents items Movement type

Plant

Contains explanations or notes which apply to the document as a whole. Section Heading

this transfer document

Goods movement type

R

Plant number

R

Enter the number for the movement type or choose a movement type from the pulldown table. Enter or select a Plant from the pull-down table.

Enter the plant number on this screen and it is carried over to the detail screen Storage Storage Location (where O Enter a Storage location or If Storage location goods to be transferred select from the pull-down Location is resides in issuing location) table. entered, it is carried through to item details screen. If not entered, storage location will be required on item details screen. (Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Press

Enter information in the fields as specified in the below table: Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user.

Field Name Recipient

Description Recipient for whom the material or the service is destined.

R/O/C O

User Action and Values Enter recipient

Page | 107

Comments

MM COURSE: IM MATERIAL MVT Recv. Sloc

Receiving Plant/Storage location where material will reside after transfer.

R

Enter receiving storage location.

Material

Material number

R

Enter the material identifier.

Quantity

Material quantity

R

Enter the quantity of the material to be moved.

UnE

The unit of measure in which the goods movement is entered.

O

Enter the unit of measure if different than the default.

Sloc

The storage location where the material is currently stored. WBS Element

R

Enter the storage location - if not entered on initial screen.

R

Enter the WBS Element

WBS Element

Defaults to same location type as sending location. Pull down table access. The quantity is automatically converted to stock-keeping units. Pull down table access. The system will use the default unit of measure (entry) if this field is left blank. Pull down table access.

Multiple materials may be handled with the same goods movement screen. Pressing ENTER locks the material for this transaction but allows for any quantity changes prior to saving the goods movement.

Save the transaction. (Select yellow file folder or F11).

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MM COURSE: IM MATERIAL MVT 5.

MM-MIGO-TP-Two-Step Stock Transfer between Slocs

Overview 

Material needs to be transferred from one storage Location to another in two steps.

Business Process Description Overview For certain materials, we need to do transfer from one storage location to another storage location in two steps. This transfer posting can take place in two ways. One is single step transfer posting and the other one is known as Two step Transfer posting. For Storage Location with in a Plant, if required to carry out two steps transfer posting to track issue and receipt entries with stock in transit details, following transaction activities will followThe issuing Storage Location to do transfer posting with movement type 913 for removing the stock. The receiving Storage Location to do transfer posting with movement type 915 for placement of stocks.

NOTE: The movement types above also allow the material to move from one location to another within the same plant. The receiving location defaults to the sending location, but may be over-ridden as necessary.

The issuing Storage Location to do transfer posting with movement type 913 for removing the stock. Input - Required Fields Document Date (MM/DD/YY) Réservation no. Posting Date (MM/DD/YY)

Field Value / Comments Date that the document is entered. Reservation number from reservation list. Date that the document is posted.

Movement Type

Movement type to be used.

Plant

Plant number

Receiving Location

Storage location where materials will reside after transfer

Material

Material number

Quantity

Quantity of material to be transferred.

Storage location

Storage location where material resides prior to transfer

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The receiving Storage Location to do transfer posting with movement type 915 for placement of stocks Input - Required Fields Document Date (MM/DD/YY) Material Document Number Posting Date (MM/DD/YY)

Field Value / Comments Enter the document creation date. Enter the Document Number. Date that the document is posted.

Movement Type

Movement type to be used.

Plant

Plant number

Receiving Location

Storage location where materials will reside after transfer

Material

Material number

Quantity

Quantity of material to be transferred.

Storage location

Storage location where material resides prior to transfer

Tips and Tricks If the user enter the issuing Plant and Storage Location in the Enter Transfer Posting: Initial Screen and the data is carried through to the detail line items. It is sometimes necessary to reverse a transfer order due to user error. For example, an incorrect quantity is entered or the wrong material was chosen. Within SAP, there are two different ways to reverse a goods movement. One is done via a movement type. Another is done through a material document. To reverse a transfer by material document follow the menu path: Logistics > Material Management > Inventory Management > Material Document > Cancel/Reverse. The material document is needed for this transaction.

Procedural Steps

Access transaction by:

Via Menus

Via Transaction Code

f) Logistics > Material Management > Inventory Management > Goods Movement > Transfer Posting g) MIGO

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Step I - Transfer posting at the issuing storage location Note-At receiving storage location there will be a reservation for movement type 913 is required to be created.

Select Transfer Posting from the drop-down menu and on Screen “Transfer Posting -reservation”, enter information in the fields as specified in the below table: 1.Select Transfer posting

3. Select Movement Type 913

2. Select reservation as reference and enter reservation number 4. Data from reservation will get automatically fetch up here.

Selection Reference-

Field Name Document Date Posting Date

Description Default is current system date

R/O/C R

User Action and Values No action necessary

Default is current system date

R

User may select other posting date.

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Comments

The system checks whether

MM COURSE: IM MATERIAL MVT the posting date entered is allowed by means of the posting period permitted. Reservation number Material slip Doc. header text

Movement type

Plant

Reservation number

R

Identifier of an external document Document header text. Contains explanations or notes which apply to the document as a whole. Goods movement type

O

Plant number

R

O

R

Enter external document number if available Enter any necessary notes for this transfer document

Enter the number for the movement type or choose a movement type from the pulldown table. Enter or select a Plant from the pull-down table.

Enter the plant number on this screen and it is carried over to the detail screen Storage Storage Location (where O Enter a Storage location or If Storage location goods to be transferred select from the pull-down Location is resides in issuing location) table. entered, it is carried through to item details screen. If not entered, storage location will be required on item details screen. (Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

Press

Enter information in the fields as specified in the below table: Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user.

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Field Name Recipient

Description Recipient for whom the material or the service is destined. Storage location where material will reside after transfer.

R/O/C O

User Action and Values Enter recipient

R

Enter receiving storage location.

Material

Material number

R

Enter the material identifier.

Quantity

Material quantity

R

Enter the quantity of the material to be moved.

UnE

The unit of measure in which the goods movement is entered.

O

Enter the unit of measure if different than the default.

Sloc

The storage location where the material is currently stored.

R

Enter the storage location - if not entered on initial screen.

Recv. Sloc

Comments

Defaults to same location type as sending location. Pull down table access. The quantity is automatically converted to stock-keeping units. Pull down table access. The system will use the default unit of measure (entry) if this field is left blank. Pull down table access.

Multiple materials may be handled with the same goods movement screen. Pressing ENTER locks the material for this transaction but allows for any quantity changes prior to saving the goods movement.

Check and post the document.

Step II- Transfer posting at the receiving storage location-

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MM COURSE: IM MATERIAL MVT 1.Select place in storage- Reservation

2. Enter the material document Number

3. Enter movement type 915 4. Enter the data of issuing as well as receiving storage location

Enter the data as the same as mentioned for issuing storage location only movement type will be “915”.

Check and post the document.

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MM COURSE: IM MATERIAL MVT 6.

MM-MB1B-TP-Transfer Posting of Input Material for Subcontracting Vendor End Mvt-541

Overview: 

Transfer posting of Input material required by subcontractor at subcontractor’s end

Business Process Description Overview Whenever an excisable material is going outside the plant for subcontracting then raw material need to be transferred to subcontractor

Input - Required Fields Purchase Order Number

Required

Storage Location

Required

Output - Results Material Document Generated

Field Value / Comments

Comments Transfer posting of material done at subcontractor end

Procedure Steps

Access transaction by:

Via Menus

Via Transaction Code Movement Type

(a) Logistics  Materials Management  Inventory Management  Goods Movement  Transfer Posting MB1B 541

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On screen “Enter Transfer Posting: Initial Screen”

Field Name Movement Type

Description Enter Movement type for Transfer Posting

R/O/C R

User Action and Values Use Movement type-541

Plant

Enter Plant from where transfer posting to be done

R

Enter Plant

Storage Location

Enter storage Location from where material to be transferred

R

Enter the storage location where stock exists

Comments

Click here to enter the PO number which you are referring for Subcontracting

Use Movement Type -541

Enter Plant from where material to be transferred

Enter Storage Location from where material to be transferred

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MM COURSE: IM MATERIAL MVT On screen “Enter Transfer Posting: Initial Screen”

Field Name Purchase Order Number

Description Enter PO Number you are referring for subcontracting

R/O/C R

User Action and Values Enter PO number

Comments

Enter Purchase Order number and PO line item After entering the PO number click on the tab Adopt+Details

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MM COURSE: IM MATERIAL MVT In the screen “Enter Transfer Posting: New Item 001”

Material Code and Quantity will be picked from Purchase Order, you have to check and confirm and after that press Save button

R = Required, O = Optional, C = Conditional

As soon as you press Save button you will get Page | 118 material document number. With the help of this number you will generate Subcontracting Challan

MM COURSE: IM MATERIAL MVT

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MM COURSE: IM MATERIAL MVT 7.

MM-MB90 STO issue note print out

Overview A STO (stock transfer note) Issue note needs to be printed Business Process Procedure Overview

This procedure details how to print a STO Issue note created in R/3 by T code MB90

Input – Required Fields

Message Data

Field Value/Comments

Details the type of message to print.

Output - Results

Comments

A successfully printed STO Issue note

Procedural Steps

Access transaction by:

Via Transaction Code

MB90

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On screen “out put for goods movement”, enter information in the fields as specified in the table below:

Select Output type ZSTO Select processing mode, Transmission medium, sort order Enter material document number

Select the proper document number and click execute

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Select proper printer and click on print

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Select proper printer

Click print

Press Enter/print STO Issue notes will be as below.

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Print preview can be seen from here

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4. Goods Issue 1.

MM-MIGO-GI- Goods Issue to Project from Project Stock

Overview When a manual goods issue is required to issue material to project from the project stock

BUSINESS PROCESS PROCEDURE OVERVIEW In this case Goods Issue required for issue the material to Projects from Project Stock. The process of consuming the inventory from the Project Stock to Project shall be to all Project based procurement and subsequent issue for Project use. Transaction code-MIGO

Input – Required Fields Document Date (MM/DD/YY) Posting Date (MM/DD/YY) Movement Type Plant Storage location Material Quantity UnE Reservation number

Output - Results The output is a material document which can contain accounting, profit center, and other financial postings.

Field Values/Comments Date that the document is entered. Date that the document is posted. Movement type to be used.(281Q) The plant of manufacture. Location from which material will be issued. Material to be issued to the manufacturing order. Quantity of material to be issued. Unit of measure for material to be issued. Enter the reservation number from the network release.

Comments Each time an inventory movement is posted a Material document is created by the system. If the movement has a financial impact an Accounting document is also created.

Tips and Tricks

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MM COURSE: IM MATERIAL MVT It is sometimes necessary to reverse a goods issue due to user error. For example, an incorrect quantity is entered or the wrong Reservation was chosen. Within SAP, there are two different ways to reverse a goods movement. One is done via a material document. Another is done through a movement type. Reversing goods movements using movement types are the same as the initial movement types +1. For example, a reversal of a goods issue to Project from Project Stock is 281 Q, would be a “282Q” movement type

Procedural Steps

Access transaction by:

Via Menus Via Transaction Code

b) Logistics > Material Management > Inventory Management > Goods Movement > Goods Issue MIGO

Screen “Goods Issue-Others”, will be displayed. On screen “Goods Issue-Others:” fill in the following fields:

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Enter Reservation number

Select Document type

Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user.

Fill quantity in Quantity tab.

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Enter quantity here.

Select Item OK

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Select ITEM OK.

Check document for error and post the document.

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CHECK the document and POST it.

Document number will be created

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MM COURSE: IM MATERIAL MVT 2.

MM-MIGO-GI- Return Partial Qty. against reservation

Overview Returning the partial quantity of a material which was issued against the reservation BUSINESS PROCESS PROCEDURE OVERVIEW

Incase when a goods is to return to store which was issued against the reservation. It might be issued to Project, cost center, production order etc. It is sometimes necessary to reverse a goods issue due to lesser requirements by the user. If a material was issued to the project or cost center against the reservation but now requirement is less and it requires returning to the store.

Input – Required Fields Document Type Material Document

Field Values/Comments Return Delivery A document number by which material has been issued.

Movement type

System will automatically pick the +1 to the movement type by which Material has been issued.

Output - Results The output is a material document which can contain accounting, profit center, and other financial postings.

Comments Each time an inventory movement is posted a Material document is created by the system. If the movement has a financial impact an Accounting document is also created.

Procedural Steps

Access transaction by:

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MM COURSE: IM MATERIAL MVT Via Menus

c) Logistics > Material Management > Inventory Management > Goods Movement > Goods Issue MIGO

Via Transaction Code

MIGO

Screen “Enter Goods Issue: Initial Screen”, will be displayed.

Select MATERIAL DOCUMENT

Select the Document type (RETURN DELIVEY)

On screen “Return delivery material document” fill in the following fields:

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Please note, the fields that appear and those that are required are completely dependent upon the movement type and reservation number selected by the user.

Check the document for error and post the document.

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Save the document. Check the stock will be getting increased.

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MM COURSE: IM MATERIAL MVT 3.

MM-MIGO-GI- Reversal of Project Stocks to Project

Overview When a Goods Issue is required to be reversed from project

BUSINESS PROCESS PROCEDURE OVERVIEW When a Goods Issue to project is has been done but it required to be reversed due fewer requirement of material for project or for some other reason,

Input – Required Fields

Field Values/Comments

Document type Reference document Document number Movement Type

Return delivery R02 Material Document. Document number by which material was issued System will automatically pick the movement type 282-Q

Output - Results The output is a material document which can contain accounting, profit center, and other financial postings.

Comments Each time an inventory movement is posted a Material document is created by the system. If the movement has a financial impact an Accounting document is also created.

Procedural Steps

Access transaction by:

Via Menus Via Transaction Code

d) Logistics > Material Management > Inventory Management > Goods Movement > MIGO MIGO

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In following screen fill the required fields.

Select the document type(return delivery) Select reference document(materail document) Enter the document number .

On screen “Return delivery material document:” fill in the following fields:

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Please note, the fields that appear and those that are required are completely dependent upon the document number selected by the user.

Click Item OK, Check the document for error and post the document. Note- System shall generate Material Document number.

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MM COURSE: IM MATERIAL MVT 4.

MM-MIGO-GI-Goods Issue for Own Consumption

Overview When a goods is required to be issue for own consumption by transaction code MB1A BUSINESS PROCESS PROCEDURE OVERVIEW

In this case Goods Issue or Goods Withdrawal is required for own consumption. Some examples of goods issue requirements are as follows: 1. Material is required to deliver to the production line. 2. The process of consuming the inventory from the warehouse to cost center, 3. Material is required for consumables like cotton waste, hand gloves, etc.

Input – Required Fields Document Date (MM/DD/YY) Posting Date (MM/DD/YY) Movement Type Plant Storage location Material Quantity UnE Reservation

Output - Results The output is a material document which can contain accounting, profit center, and other financial postings.

Field Values/Comments Date that the document is entered. Date that the document is posted. Movement type to be used. The plant of manufacture. Location from which material will be issued. Material to be issued to the manufacturing order. Quantity of material to be issued. Unit of measure for material to be issued. Reservation number, a unique number.

Comments Each time an inventory movement is posted a Material document is created by The system. If the movement has a financial impact an Accounting document is also created.

Procedural Steps

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MM COURSE: IM MATERIAL MVT Access transaction by:

Via Menus

e) Logistics > Material Management > Inventory Management > Goods Movement > Goods Issue

Via Transaction Code

MB1A

Screen “Enter Goods Issue: Initial Screen”, will be displayed. Enter the header level data 1. Document Date. 2. Movement type, 3. Plant, 4. Storage location

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On screen “Enter Goods Issue: New Items:” fill in the following fields: Enter the header level data 1. Quantity, 2. Cost center,

Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user.

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Field Name Movement type G/L account

Business Area Cost center Recipient

Description Defines type of movement to be performed by the transaction Identifies G/L account in chart of accounts

R/O/ C View

User Action and Values Defaults from previous screen

O

Enter if required

Identifies the business area

O

Identifies cost center

R

Identifies destination of material Material to be issued Quantity of material to be issued

O R R

Enter material issued. Enter quantity of material to be issued.

R

Sloc

Unit of measure in which goods issue is entered. Storage location

Plant

Plant location.

R

Text

Descriptive text

O

Enter unit of measure for material issued. Defaults from previous screen. Defaults from previous screen. Enter if desired

Material Quantity UnE

R

Comments

Shall automatically pick from Reservation, if issued against Reservation.

Is required if issuing against the cost center.

Press the ENTER button or select the green checkmark icon.

For a Reservation, on the screen “Enter Goods Issue: Initial Screen:” press the “To Reservation” button.

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On the pop-up screen “Reference: Reservation” fill in the following fields:

Field Name Reservation

R/O/C R

Cost Center

Description Number which identifies a material reservation or dependent requirement Number of the storage location from which the material will be withdrawn Material number of the order, if order number is not known Cost Center

Order

Number identifying the

O

SLoc

Material

O

User Action and Values Enter if known or leave blank and search using the “Find Reservation” section below. Enter, select or leave blank

O

Enter or select from matchcode

O

Enter if the user want to search for reservations for a specific cost center Enter if appropriate

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Comments

MM COURSE: IM MATERIAL MVT

WBS Element Network Asset Receiving Plant

Receiving Sloc. Sales Order Plant Requirements Date

task order Work Breakdown Structure element Network number for account assignment Main fixed asset number The receiving plant or internal unit that will receive the material Receiving Storage Location Sales Order number Plant for the order Date for the order reservations to be executed

O

Enter if appropriate

O

Enter if appropriate

O O

Enter if appropriate Enter if appropriate

O

Enter if appropriate

O O O

Enter if appropriate Enter if appropriate Enter if appropriate

Press “Enter”.

Click the “Adopt” button “F5”.

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Save the transaction using the “Save” button or press “Control S”.

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MM COURSE: IM MATERIAL MVT 5.

MM-MB90 GI note print out

Overview A Goods Issue note needs to be printed Business Process Procedure Overview

This procedure details how to print a GI note created in R/3 by T code MB90

Input – Required Fields

Message Data

Field Value/Comments

Details the type of message to print.

Output – Results

Comments

A successfully printed GI note

Procedural Steps

Access transaction by:

Via Transaction Code

MB90

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On screen “out put for goods movement”, enter information in the fields as specified in the table below:

Select Output type ZGI Select processing mode,medium ,sort order. Entermaterial document number

Select the proper document number and click execute

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Click EXECUTE

Select proper printer and click on print

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Select proper printer

Print preview can be seen from here Click print

Press Enter GI note will be as below.

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5. Goods Movement - Others 1.

MM-MB02-Change Material Document

Overview A material document needs to be changed. BUSINESS PROCESS PROCEDURE OVERVIEW When you do any receipts, Issue or stock transfers a material and a accounting document is get created. You can change only unloading point and enter a information text using this transaction.(MB02)

Input – Required Fields Material Document No.

Field Values/Comments If the number is known, enter it. If not, conduct a match-code search for it.

Output - Results A Change Material Document Overview Screen

Comments You can use the magnifying glass to view the details and change the Unloading point and texts.

Tips and Tricks You can also see the accounting document by clicking on the accounting document tab.

Procedural Steps

Access transaction by:

Via Menus

(a) Logistics  Material Management  Inventory Management  Material Document  Change (b) Logistics  Sales and Distribution  Foreign Trade/Customs  General Foreign Trade Processing  Environment  Purchase – Import  Inventory

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Via Transaction Code

Management  Material Document  Change (c) Logistics  Production  KANBAN  Environment  Inventory Management  Material Document  Change MB02

On screen “Change Material Document: Initial Screen”, enter information in the fields as specified in the below table:

Enter document no.

Field Name Material Document Material Document Year

Description Alphanumeric key that uniquely identifies the material document. Calendar year of the material document

R/O/ C R

User Action and Values

Comments

If unknown, conduct a matchcode search

O

(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

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MM COURSE: IM MATERIAL MVT Press the ENTER button. On screen “Change Material Document: Overview”, the fields will be filled in with information from the original material document. The user may change the following fields if the user presses the “Details from Item” radio button:

Enter unloading point Enter a text here

Field Name Unloading point Text

Description Point at which the material will be unloaded Explanatory text

R/O/ C O

User Action and Values

O

None of the other fields may be changed

Save the transaction. (Select yellow file folder or F11).

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Comments

MM COURSE: IM MATERIAL MVT 2.

MM-MB90-Processing of Material Document

Overview 

User wishes to Reprocess Outputs for Material Documents

(Print) .

Business Process Description Overview This process describes the method to reprocess output for Material Documents

Input - Required Fields Output Type Transmission Medium Sort Order Processing Mode Material Document Year Material Document

Field Value/Comments GR note/GI note/Excise note etc.

Printout/Fax/Mail etc.

Output - Results Processed Output for Material Document

Comments

Tips and Tricks Only Material Documents for Goods Receipts can be processed using this process

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MM COURSE: IM MATERIAL MVT Procedural Steps

Access transaction by: Via Menus Logistics> Materials Management> Inventory Management> Material Document> Process Output

Logistics> Sales and Distribution> Foreign Trade/Customs> General Foreign Trade Processing> Environment> Purchase – Import> Inventory management> Material Document> Process Output

Logistics> Logistics Execution> Inbound Process> Goods Receipt for Purchase Order, Order, Other …> Print and Communication> Goods Receipt Messages

Logistics> Logistics Execution> Outbound Process> Goods Issue for Other Transactions> Print and Communication> Goods Issue Messages

Logistics> Production> KANBAN> Environment> Inventory Management> Material Document> Process Output

Logistics> Environment> Environment> Master Data> Subsequent Settlement> Vendor Rebate Arrangements> Environment> Condition/Arrangement> Environment> Pricing> Environment> Value assignment> Inventory management> Material document> Print/transmit

Via Transaction Code

MB90

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On screen “Output from Goods Movement”, enter the below information:

Enter material document number Field Name Output Type

Description Specifies the kind of output to be produced.

Transmission Medium Sort Order

Message transmission medium Sort order for output from goods movements Expansion Levels of batch where used list Material doc. year

Processing Mode Material Document Year Material Document

Number of material document

R/O/C R

R

User Action and Values If output type is unknown, conduct a match code search for this number Specifies how the output will be produced Controls the sorting of Output

R

Drop-down menu is available

R

O R

Select the Execute button to reprocess the output

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Comments

MM COURSE: IM MATERIAL MVT

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Select the printer

Exit this view. (Click on yellow up-facing arrow icon, or Shift-F3)

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MM COURSE: IM MATERIAL MVT 3.

MM-ZMMP_SMO01_Slow moving_Non moving_Obsolete

Overview 

For material slow moving, non-moving, obsolete creation.

Business Process Description Overview This process describes how to put any material in slow moving, non-moving or obsolete category.

Input - Required Fields

Field Value/Comments

Plant

Enter the plant no.

Storage location

Enter the Storage location no.

Output – Results Material slow moving non moving obsolete report

Comments

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MM COURSE: IM MATERIAL MVT Procedural Steps

Put any material in slow moving, non moving or obsolete category

Access transaction by:

Transaction Code

ZMMP_SMO01

On screen “Material slow Moving Non Moving Obsolete creation”, enter the below information:

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Field Name Plant

Description Enter the plant no.

R/O/C M

Storage Location

Enter the Storage location in which the material is stored.

M

User Action and Values Unique no. identifying the plant Storage location in that plant where the material is stored

Comments

On screen “Material slow Moving Non Moving Obsolete creation”, Press Execute:

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As soon as User press Execute button, system will Display “Material slow Moving Non Moving Obsolete “ report.

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6. Outbound Delivery 1.

MM-MIGO-VL10B & VL02N-Create Outbound Delivery & PGI

Overview Outbound Delivery will be created if a material is required to transfer from One Plant to Another Plant within BSNL with reference to Stock transfer Purchase Order(Refer STO manual).

Create Outbound Delivery by Supplying Plant Access Transaction By:

Transaction Code VL10B VL02N VL03N

Activity Create Outbound Delivery with reference to Stock Transfer PO Change Outbound Delivery/ Post Goods Issue Display Outbound Delivery

2. Execute

1. Enter the purchasing document no.

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3. Select background

Select the line item and click on background to create outbound delivery

3. Click on show delivery

Click on Show delivery tab to see the Outbound Delivery Number

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4. Display the outbound delivery

Post Goods Issue Access Transaction by:

Transaction Code VL02N

Activity Change Outbound Delivery

In the screen “Change Outbound Delivery” enter the following data:

Field Name Outbound Delivery Number

Description Enter the Desired Outbound Delivery Number

R/O/C R

Storage Location

Enter the Storage Location from where Material will be Picked Quantity of the material to be picked

R

Quantity

R

User Action and Values Enter the Outbound Delivery number for which you want to make Goods Issue Enter the Storage Location from where Material will be Picked Quantity of the material to be picked

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Comments

MM COURSE: IM MATERIAL MVT

1. Enter the outbound delivery no.

2. Enter the picked qty, storage location, here

In the Screen “STO Cross – Company XXXXXXXX Change Overview” if you press Post Goods Issue tab system will remove the stock from your end and it will show at vendor’s end.

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See the document change message.

Verification of Accounting Document during PGI (Post Goods Issue)

Access the Transaction by

Transaction Code VL03N

Activity Display Outbound Delivery

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MM COURSE: IM MATERIAL MVT Enter the following field in the screen “Display Outbound Delivery”

Field Name Outbound Delivery Number

Description Enter the Desired Outbound Delivery Number

R/O/C R

User Action and Values Enter the Outbound Delivery number for which you want to make Goods Issue

Click on display document

Click on accounting document

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Comments

MM COURSE: IM MATERIAL MVT

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7. Returnable Gatepass (RGP) 1.

MM-ZMMP-RGP01-(With Material Document)

Overview Store Person need to send Returnable Gate Pass when a material goes out from the company on returnable basis.

Business Process Description Overview This process describes how to create RGP (Returnable Gate Pass) number against the transfer posting material document number.

Input - Required Fields Reference Type Material Documents Number

Field Value/Comments

01-With Reference to Material Document Transfer Posting Material Document Number (Using Movement type-941)

Output - Results

RGP Number created

Comments

This for RGP with document reference.

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MM COURSE: IM MATERIAL MVT Procedural Steps

Create Material Document

On Screen “Enter Transfer Posting” Enter the following Information:

Enter movement type 941

Field Name Movement Type Plant

Storage Location

Description Enter Movement type for Transfer Posting of material at Vendor End Enter Plant Code from which material is being Stock Transferred to Vendor Enter Storage Location

R/O/C M

User Action and Values Use Movement Type - 941

M

Drop-down menu is available

M

Location from which material is being Stock Transferred

Comments

On Screen “Enter Transfer Posting: Collective Processing” enter the following information:

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Enter the vendor Enter the quantity and material, Sloc etc.

Field Name Material Code Quantity

Description Enter Material Code which will go outside Enter the quantity of material which is going outside

R/O/C M

User Action and Values Drop-down menu is available

M

Enter the quantity to be sent

Comments

On Screen “Enter Transfer Posting: Collective Processing” Press Save button:

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After pressing save button you will gate document number here.

As soon as you press Save Button, system will generate Material Document Number.

Note- With reference to this Material Document you will create RGP Number

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MM COURSE: IM MATERIAL MVT Create RGP Number Access transaction by:

Transaction Code

ZMMP_RGP01 - Create ZMMP_RGP02 - Change ZMMP_RGP03 - Display

On screen “Returnable Gate Pass-Out”, enter the below information:

Data with reference to material document will get copied over here.

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MM COURSE: IM MATERIAL MVT Field Name Reference Type

Description

R/O/C

Whether you want to create RGP with Material Document or Without material Document Transfer Posting Material Document of movement type-941 Year of material document Vendor Code

M

Planned Return Date Amount

Planned Return date of Material

M

Value of Total Material

O

Header Text Item Text

Any Specific Detail

O

Any Item Specific Detail

O

Material Document Doc. Year Vendor

M M M

User Action and Values If you want to create RGP with reference to material document then select- 01 Drop-down menu is available Enter Material Document year Vendor Code will be picked from Material Document Enter Planned Return Date of Material Enter the total value of material going outside the company Enter any specific detail you want to inform to Subcontrator Enter any Item Level specific detail you want to inform to Subcontrator

On screen “Returnable Gate Pass-Out”, Press Save:

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Commen ts

MM COURSE: IM MATERIAL MVT

RGP number

As soon as User presses Save button, system will generate RGP Number.

When material is returned–

On screen “Enter Transfer Posting: Initial Screen” enter following details:

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MM COURSE: IM MATERIAL MVT

Movement type 942

Field Name Movement Type Plant

Storage Location

Description Enter Movement type for Transfer Posting of material from Vendor End Enter Plant Code in which material is being Stock Transferred from Vendor Enter Storage Location

R/O/C M

User Action and Values Use Movement Type - 942

M

Drop-down menu is available

M

Location in which material is being Stock Transferred

Comments

On screen” Enter Transfer Posting: Collective Processing”: enter following details:

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MM COURSE: IM MATERIAL MVT

Field Name Material Code Quantity

Description Enter Material Code which will come inside the company Enter the quantity of material which is coming inside

R/O/C M

User Action and Values Drop-down menu is available

M

Enter the quantity to be received

Comments

On Screen “Enter Transfer Posting: Collective Processing” Press Save button:

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MM COURSE: IM MATERIAL MVT

RGP return document number.

As soon as you press save button system will generate material document number with reference to this material documents you will create return RGP number

Create Return RGP number

Access the transaction by T Code:

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MM COURSE: IM MATERIAL MVT Transaction Code

ZMMP_RGPRET01 - Create ZMMP_RGPRET02 - Change ZMMP_RGPRET03 - Display

On the Screen “Returnable Gate Pass-Return” enter the following details:

Enter RGP return document number.

Field Name Reference RGP Number Document Year Reference Material Document

Description Enter RGP number using which you sent the material outside

R/O/C M

User Action and Values Drop-down menu is available

Enter Document Year

M

Enter Document year

Enter Transfer Posting Material document of movement type -942

M

Drop-down menu is available

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Comments

MM COURSE: IM MATERIAL MVT

On Screen “Enter Transfer Posting: Collective Processing” Press Save button:

Return material document number.

As soon as you press Save button system will generate Return RGP number

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MM COURSE: IM MATERIAL MVT 2.

MM-ZMMP-RGP01-(Without Material Document)

Overview Store Person need to send Returnable Gate Pass when a material goes out from the company on returnable basis.

Business Process Description Overview This process describes how to create RGP (Returnable Gate Pass) number against the transfer posting material document number.

Input - Required Fields Reference Type Material Documents Number

Field Value/Comments

01-With Reference to Material Document Transfer Posting Material Document Number (Using Movement type-941)

Output - Results

RGP Number created

Comments

This for RGP with document reference.

Procedural Steps

Create Material Document

On Screen “Enter Transfer Posting” Enter the following Information: Page | 182

MM COURSE: IM MATERIAL MVT

Enter movement type 941

Field Name Movement Type Plant

Storage Location

Description Enter Movement type for Transfer Posting of material at Vendor End Enter Plant Code from which material is being Stock Transferred to Vendor Enter Storage Location

R/O/C M

User Action and Values Use Movement Type - 941

M

Drop-down menu is available

M

Location from which material is being Stock Transferred

Comments

On Screen “Enter Transfer Posting: Collective Processing” enter the following information:

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MM COURSE: IM MATERIAL MVT

Enter the vendor Enter the quantity and material, Sloc etc.

Field Name Material Code Quantity

Description Enter Material Code which will go outside Enter the quantity of material which is going outside

R/O/C M

User Action and Values Drop-down menu is available

M

Enter the quantity to be sent

Comments

On Screen “Enter Transfer Posting: Collective Processing” Press Save button:

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MM COURSE: IM MATERIAL MVT

After pressing save button you will gate document number here.

As soon as you press Save Button, system will generate Material Document Number.

Note- With reference to this Material Document you will create RGP Number

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MM COURSE: IM MATERIAL MVT Create RMGP Number Access transaction by:

Transaction Code

ZMMP_RGP01 - Create ZMMP_RGP02 - Change ZMMP_RGP03 - Display

On screen “Returnable Gate Pass-Out”, enter the below information:

Data with reference to material document will get copied over here.

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MM COURSE: IM MATERIAL MVT Field Name Reference Type

Description

R/O/C

Whether you want to create RGP with Material Document or Without material Document Transfer Posting Material Document of movement type-941 Year of material document Vendor Code

M

Planned Return Date Amount

Planned Return date of Material

M

Value of Total Material

O

Header Text Item Text

Any Specific Detail

O

Any Item Specific Detail

O

Material Document Doc. Year Vendor

M M M

User Action and Values If you want to create RGP with reference to material document then select- 01 Drop-down menu is available Enter Material Document year Vendor Code will be picked from Material Document Enter Planned Return Date of Material Enter the total value of material going outside the company Enter any specific detail you want to inform to Subcontrator Enter any Item Level specific detail you want to inform to Subcontrator

On screen “Returnable Gate Pass-Out”, Press Save:

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Commen ts

MM COURSE: IM MATERIAL MVT

RGP number

As soon as User presses Save button, system will generate RGP Number.

When material is return –

On screen “Enter Transfer Posting: Initial Screen” enter following details:

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MM COURSE: IM MATERIAL MVT

Movement type 942

Field Name Movement Type Plant

Storage Location

Description Enter Movement type for Transfer Posting of material from Vendor End Enter Plant Code in which material is being Stock Transferred from Vendor Enter Storage Location

R/O/C M

User Action and Values Use Movement Type - 942

M

Drop-down menu is available

M

Location in which material is being Stock Transferred

Comments

On screen” Enter Transfer Posting: Collective Processing”: enter following details:

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MM COURSE: IM MATERIAL MVT

Field Name Material Code Quantity

Description Enter Material Code which will come inside the company Enter the quantity of material which is coming inside

R/O/C M

User Action and Values Drop-down menu is available

M

Enter the quantity to be received

Comments

On Screen “Enter Transfer Posting: Collective Processing” Press Save button:

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MM COURSE: IM MATERIAL MVT

RGP return document number.

As soon as you press save button system will generate material document number with reference to this material documents you will create return RGP number

Create Return RMGP number

Access the transaction by T Code:

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MM COURSE: IM MATERIAL MVT Transaction Code

ZMMP_RGPRET01 – Create ZMMP_RGPRET02 – Change ZMMP_RGPRET03 – Display

On the Screen “Returnable Gate Pass-Return” enter the following details:

Enter RGP return document number.

Field Name Reference RGP Number Document Year Reference Material Document

Description Enter RGP number using which you sent the material outside

R/O/C M

User Action and Values Drop-down menu is available

Enter Document Year

M

Enter Document year

Enter Transfer Posting Material document of movement type -942

M

Drop-down menu is available

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Comments

MM COURSE: IM MATERIAL MVT

On Screen “Enter Transfer Posting: Collective Processing” Press Save button:

Return material document number.

As soon as you press Save button system will generate Return RGP number

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MM COURSE: IM MATERIAL MVT 3.

MM-ZMMP_RGP02-Change Returnable Gate Pass

Overview Materials which will go outside the company and which are expected to return back will be sent on Returnable Gate Pass. Once you have created RGP then it may be required to change Planned Return Date, Amount, Item Text and Header Text. Prerequisite: 1. 2. 3.

Returnable Gate Pass Number should be known Returnable Gate Pass Year should be known RGP status should be open, there will be no change if RGP status is closed

Business Process:

Materials which will go outside first their Returnable Gate Pass number will be generated and then if required changes will be done

Sr. Activity N o. 1 Enter RGP Number and RGP year

T Code

ZMMP_RG P02

Remarks

Enter desired RGP number and year

Procedural Steps

In the Screen ”Returnable Gate Pass Out” enter the following Data:

Field Name RGP Number

Description Enter RGP Number

R/O/C R

RGP Year

Enter RGP Year

R

User Action and Values Enter the RGP number on which you are sending the material Enter the year of RGP creation

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Comments

MM COURSE: IM MATERIAL MVT

After entering the RGP number and year, press Enter and make required changes.   

You cannot add any material You cannot change description of material You cannot change qty. issued

Enter RGP number

Enter RGP year

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MM COURSE: IM MATERIAL MVT SAVE button.

After completion of changes press save

button.

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MM COURSE: IM MATERIAL MVT 4.

MM-ZMMP_RGP03-Display Returnable Gate Pass

Overview Materials which will go outside the company and which are expected to return back will be sent on Returnable Gate Pass. Once you have created RGP then it may be required to display RGP at any point of time

Prerequisite: 1. Returnable Gate Pass Number should be known 2. Returnable Gate Pass Year should be known

Business Process:

1. Materials which will go outside first their Returnable Gate Pass number will be generated and at any time of time it may be required to display Sr. Activity N o. 1 Enter RGP Number and RGP year

T Code

ZMMP_RGP03

Remarks

Enter desired RGP number and year

Procedural Steps

In the Screen ”Returnable Gate Pass Out” enter the following Data:

Field Name RGP Number

Description Enter RGP Number

R/O/C R

RGP Year

Enter RGP Year

R

User Action and Values Enter the RGP number on which you are sending the material Enter the year of RGP creation

After entering the RGP number and year, press Enter.

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Comments

MM COURSE: IM MATERIAL MVT

Enter the RGP number and year and press ENTER.

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MM COURSE: IM MATERIAL MVT 5.

MM-ZMMF_RGP-Returnable Gate Pass Output

Overview Materials which will go outside the company and which are expected to return back will be sent on Returnable Gate Pass Prerequisite: 1. Returnable Gate Pass Number should be known 2. Returnable Gate Pass Year should be known

Business Process:

Materials which will go outside first their Returnable Gate Pass number will be generated and then print output of RGP will go along with materials. Sr. Activity N o. 1 Enter RGP Number and RGP year

T Code

ZMMF_RG P

Remarks

Enter desired RGP number and year

Procedural Steps

In the Screen ”Returnable Gate Pass Generation” enter the following Data:

Field Name RGP Number

Description Enter RGP Number

R/O/C R

RGP Year

Enter RGP Year

R

User Action and Values Enter the RGP number on which you are sending the material Enter the year of RGP creation

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Comments

MM COURSE: IM MATERIAL MVT

After entering the Selection Parameter, press Execute button

and analyze the report

Enter the RGP Number Enter the year of RGP creation

Enter Output Device

Click here for Print Preview

Click here for Print

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MM COURSE: IM MATERIAL MVT Print Preview :

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MM COURSE: IM MATERIAL MVT 6.

MM-ZMMP_RGPRET01-RGP - Return Material Gate Pass

Overview 

Store Person need to send Returnable Gate Pass when a material goes out from the company and when material will come back then Return of Returnable Gate Pass will be generated against RGP number

Business Process Description Overview This process describes how to Return RGP (Returnable Gate Pass) number with reference to RGP number or material document

Input - Required Fields Reference RGP number

Field Value/Comments Enter the RGP number on which material was sent

Reference RGP Year

Enter the Year in which RGP was created

Reference Material Document

You have to enter Return Material Document number

Output – Results Return RGP Number created

Comments

Procedural Steps

Create Return RMGP Number Access transaction by:

Transaction Code

ZMMP_RGPRET01 - Create ZMMP_RGPRET02 - Change ZMMP_RGPRET03 - Display

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MM COURSE: IM MATERIAL MVT

On screen “Returnable Gate Pass-Return”, enter the below information:

Field Name Reference RGP Document No. RGP Document Year Reference Material Document Number RGP Return Date

Description Enter the RGP number on which material was sent to Vendor

R/O/C R

User Action and Values Enter the RGP number on which material was sent to Vendor

Enter the RGP document year

R

If material was sent on the RGP with Material Document then you have to enter the Return Material Document Enter the Date on which material was received

R

Enter Return Material Document

R

Enter the Date on which material was received

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Comments

MM COURSE: IM MATERIAL MVT

On screen “Returnable Gate Pass-Return”, Press Save: As soon as User presses Save button, system will generate Return RGP Number

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MM COURSE: IM MATERIAL MVT 7.

MM-ZMMP_RGPRET02-RGP return change

Overview 

Store Person need to send Returnable Gate Pass when a material goes out from the company and when material will come back then Return of Returnable Gate Pass will be generated against RGP number & how To make changes in the return of RGP

Business Process Description Overview This process describes how to make changes in RGP return with reference to RGP document no.

Input - Required Fields Reference RGP number

Field Value/Comments Enter the RGP number on which material was sent

Reference RGP Year

Enter the Year in which RGP was created

Reference Material Document

You have to enter Return Material Document number

Output - Results RGP–Return changed

Comments

Procedural Steps

Change Return RGP Number Access transaction by:

Transaction Code

ZMMP_RGPRET01 - Create ZMMP_RGPRET02 - Change ZMMP_RGPRET03 - Display

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MM COURSE: IM MATERIAL MVT On screen “Returnable Gate Pass-Return”, enter the below information:

Field Name Reference RGP Document No. RGP Document Year Reference Material Document Number RGP

Description Enter the RGP number on which material was sent to Vendor

R/O/C R

User Action and Values Enter the RGP number on which material was sent to Vendor

Enter the RGP document year

O

If material was sent on the RGP with Material Document then you have to enter the Return Material Document Enter the Date on which material

O

Enter Return Material Document

O

Enter the Date on which

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Comments

MM COURSE: IM MATERIAL MVT Return Date

was received

material was received

On screen “Returnable Gate Pass-Return”, Press Save:

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MM COURSE: IM MATERIAL MVT

As soon as User presses Save button, system will change Return RGP Number.

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MM COURSE: IM MATERIAL MVT 8.

MM-ZMMP_RGPRET03-RGP - Return display

Overview 

Store Person need to send Returnable Gate Pass when a material goes out from the company and when material will come back then Return of Returnable Gate Pass will be generated against RGP number & how to display the RGP return.

Business Process Description Overview This process describes how to display RGP return with reference to RGP document no.

Input - Required Fields Reference RGP number

Field Value/Comments Enter the RGP number on which material was sent

Output - Results RGP–Return Display

Comments

Procedural Steps

Change Return RGP Number Access transaction by:

Transaction Code

ZMMP_RGPRET01 - Create ZMMP_RGPRET02 - Change ZMMP_RGPRET03 - Display

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MM COURSE: IM MATERIAL MVT

On screen “Returnable Gate Pass-Return”, enter the below information:

Field Name Reference RGP Document No. RGP Document Year Reference Material Document

Description Enter the RGP number on which material was sent to Vendor

R/O/C R

Enter the RGP document year

O

If material was sent on the RGP with Material Document then you have to enter the Return Material

O

User Action and Values Enter the RGP number on which material was sent to Vendor

Enter Return Material Document

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Comments

MM COURSE: IM MATERIAL MVT Number RGP Return Date

Document Enter the Date on which material was received

O

Enter the Date on which material was received

On screen “Returnable Gate Pass-Return”, Press enter:

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MM COURSE: IM MATERIAL MVT

As soon as User press Enter button, system will display RGP return.

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MM COURSE: IM MATERIAL MVT

8. Non Returnable Gatepass (NRGP) 1.

MM-MIGO-NRGP-Non Returnable Gatepass

Overview 

Store Person need to send Non Returnable Gate Pass when a material goes out from the company on returnable basis.

Business Process Description Overview This process describes how to create NRGP (Non Returnable Gate Pass) number when a material goes out of the company and is not expected to come again

Input - Required Fields

Material Document Number

Field Value/Comments

Reference Material document number against which we will send the material

Output - Results

NRGP Number created

Comments

Non Returnable Material Gate Pass number will be created

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MM COURSE: IM MATERIAL MVT Procedural Steps

Create Material Document Number

Access transaction by:

Transaction Code

MIGO

On screen “Goods Issue - Others”, enter the below information:

Enter Movement type 901

Select Goods Issue - Other

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MM COURSE: IM MATERIAL MVT

Field Name Movement Type Material Code Quantity

Description Enter the Movement type for NRGP Material code for the material

R/O/C M

User Action and Values Movement Type Used is 901

M

Quantity of the material to be sent

M

Plant

Plant Code

M

Storage Location Vendor Cost Center

Storage Location

M

Enter Vendor Code Cost Center

M M

Enter the desired material code Enter the desired quantity of the material to be sent on NRGP Enter the Plant Code from where material will go out Storage Location from where material will go out Enter Vendor Code Manually Enter the Desired Cost Center

On screen “Goods Receipt - Others”, Press Save:

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Comments

MM COURSE: IM MATERIAL MVT

Material Document Number

Note- As soon as User presses Save button, system will generate Material Document Number.

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MM COURSE: IM MATERIAL MVT 2.

MM-ZMMF_NRGP- Non Returnable Gate Pass print out

Overview Whenever a material will go outside the company and is not expected to return then Non Returnable Gate Pass will be required during sending the material out

Prerequisite: 1. Appropriate material documents should be there

Business Process: 3. Non Returnable Gate Pass Print Output

Sr. Activity N o. 1 Enter Material document number

T Code

Remarks

ZMMF_NR GP

Procedural Steps

In the Screen ”Returnable Gate Pass Generation” enter the following Data:

Field Name Material Document Number

Description Enter the material document generated for Non Returnable Gate Pass

R/O/C R

User Action and Values Enter the material document generated for Non Returnable Gate Pass Press

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Comme nts

MM COURSE: IM MATERIAL MVT After entering the Selection Parameter, press Execute button

Enter the material document number

Click on the Print Preview tab

Click PRINT to get the print out. Click here to see the print preview.

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and analyze the report

MM COURSE: IM MATERIAL MVT The print preview:

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MM COURSE: IM MATERIAL MVT

9. Physical Verification 1. MM-MIGO-Physical Inventory Verification Overview Physical inventory verification is required to be done. Business Process Description Overview Most companies carry out physical inventory verification periodically. When a company does not have many material management items, it is better to manually create single inventory documents. From these documents, a company can physically count material to enter into the system.

Input - Required Fields Document Date

Field Value / Comments Current date will default.

Planned Count Date

Current system date will default, change if necessary.

Plant

Key that identifies the plant for which the inventory document is being created.

Storage Location

Key that identifies the Sloc for which the inventory document is being created.

Output - Results Physical inventory document is manually created in the system.

Comments This is the material in stock list which will be helpful for physical verification.

Tips and Tricks Physical verification process in BSNL requires internal approval for loss / gain of inventory for which there is no time bound. In most instances these are closed only during the year end. Additionally, the process of Goods receipt/ issues is not stopped for physical verification. This is in conflict with the internal best practices defined in standard SAP process designed for Physical inventory. In view of this, a custom development suiting to BSNL is proposed.

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MM COURSE: IM MATERIAL MVT Steps in Inventory verification processes-

SR.

Step

Mode

TCode

Responsibility

1

Inventory Report for Physical Verification

SAP

MB52

Stores

2

Organizing and Recording Physical Count

Manual

N/A

Stores and Finance

3

Difference List, Recount and Approval

Manual

N/A

Stores and Finance

4

Posting of Physical Verification differences

SAP

MIGO

Stores

Procedure Steps

Access Transaction by:

Via Menus

(a) Logistics > Material Management > Inventory Management > Environment > Stock > Warehouse Stock

Via Transaction Code

MB52

On screen Display Warehouse stock of material, enter information in the fields as specified in the below table:

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MM COURSE: IM MATERIAL MVT

Enter plant, storage location.

Select No zero stock lines

Select Non hierarchical presentation, layout /DEFAULT

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MM COURSE: IM MATERIAL MVT Field Name Material No.

Description Enter Material No.

R/O/C O

User Action and Values Enter or Select the materials from the full down file access

Company Code Plant

Enter Company code

O

Plant number

R

Storage location

Storage location

R

Special stock

Special stock indicator

O

Enter or Select the materials from the full down file access Enter or select Plant from the pull-down file access. Enter or select a storage location from the pull-down file access. Used if special stock is to be handled differently.

Comments If you want to have total stock ,don‟t enter the material.

Press “Execute (F8)” On screen press to Display warehouse stock of material”, Save the file in desired folder & take print out

Click here to convert the document to text format.

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MM COURSE: IM MATERIAL MVT Use MIGO Screen to post the differences arisen from physical cost with Movement type 701 –for Goods receipts or 702 –for goods issue.

Goods receipts to increase the stock in system Access Transaction by:

Via Menus

Logistics > Material Management > Inventory Management > Goods movement > Migo

Via Transaction Code

MIGO

Select Goods receipts –Other - movement type 701, and enter the below information,

Field Name Material No. Quantity Plant

Description Enter Material No.

R/O/C R

Enter material quantity Plant number

R R

Storage location

Storage location

R

Cost center

Cost center for inventory verification. Enter 001(wrongly placed in store)

R

Reason for the movement

R

User Action and Values Enter or Select the materials of which inventory to increase. Enter material quantity Enter or select Plant from the pull-down file access. Enter or select a storage location from the pull-down file access. Enter the appropriate cost center. Enter 001

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Comments

MM COURSE: IM MATERIAL MVT

Enter the movement type 701

Then finally check and post the document,

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MM COURSE: IM MATERIAL MVT Select Goods receipts –Other - movement type 702,and enter the below information,

Field Name Material No. Quantity Plant

Description Enter Material No.

R/O/C R

Enter material quantity Plant number

R R

Storage location

Storage location

R

Cost center

Cost center for inventory verification. Enter 002(Missing from store) 003(Damaged)

R

Reason for the movement

R

User Action and Values Enter or Select the materials of which inventory to increase. Enter material quantity Enter or select Plant from the pull-down file access. Enter or select a storage location from the pull-down file access. Enter the appropriate cost center. Enter 002/003

Comments

Enter the movement type 702

Check and post the document.

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