IRT340 - Supply Chain Execution

IRT340Inkasso/Exkasso FS310 Supply Chain Executio Execution n

Supply Chain Execution

S AP AP AG AG 20 20 03 03 2003  SAP AG©

   

R/3 System Release 4.7 / SAP Retail Col.33 50062343

© SAP AG

C

IRT340

0-1

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

Copyright

Copyright 2003 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express express permission of SAP AG. The information contained herein may be changed without prior notice. All rights reserved.

 SAP AG 2003

Trademarks:  Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.  Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation.  IBM®, DB2®, DB2 Universal Database, OS/2®, Parallel Sysplex®, MVS/ESA, AIX®, S/390®, AS/400®, OS/390®, OS/400®, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere®, Netfinity®, Tivoli®, Informix and Informix® Dynamic ServerTM are trademarks of IBM Corporation in USA and/or other countries.  ORACLE® is a registered trademark of ORACLE Corporation.  UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group. Neighborhood®, MetaFrame®, WinFrame®, VideoFrame®,  Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MultiWin® and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc.  HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.  JAVA® is a registered trademark of Sun Microsystems, Inc.  JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.  MarketSet and Enterprise Buyer are jointly owned trademarks of SAP AG and Commerce One.  SAP, SAP Logo, R/2, R/3, mySAP, mySAP.com, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies.

© SAP AG

C

IRT340

0-2

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

Course Prerequisites



Required: IRT100 Retail Process Overview IRT310 Retail Master Data

 SAP AG 1999

© SAP AG

C

IRT340

0-3

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

Target Group



Participants : Members of project teams and consultants responsible for configuring supply chain management processes for a distribution center 



Duration: 3 days

 SAP AG 1999

User notes 

These training materials are not a teach-yourself program. They compliment the explanations provided by your course instructor. Space is provided on each page for you to note down additional information.



There may not be sufficient time during the course to complete all the exercises. The exercises provide additional examples that are covered during the course. You can also work through the examples in your own time to increase your understanding of the topic.

© SAP AG

C

IRT340

0-4

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

Course Overview

Contents: 

Course Goals



Course Objectives



Course Content



Course Overview Diagram



Main Business Scenario

 SAP AG 2003

© SAP AG

C

IRT340

1-1

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

Course Goals

This course will prepare you to: 

Set up the processes for supply chain execution in a distribution center that does not have a separate warehouse management system

 SAP AG 2003

© SAP AG

C

IRT340

1-2

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Course Objectives

At the conclusion of this course, you will be able to: 

Carry out the goods receipt and goods issue processes, explain inventory management, and name the special features of merchandise distribution



Set up the necessary master data and make the necessary settings in Customizing



Create a number of variants of these processes to meet your individual requirements

 SAP AG 2003

© SAP AG

C

IRT340

1-3

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Course Content

Preface Unit 1

Course Overview

Unit 5

Goods Issue Process

Unit 2

Basic Concepts

Unit 6

Unit 3

Goods Receipt Process

Merchandise Distribution

Unit 7

Conclusion

Unit 4

Inventory Management

 SAP AG 2003

© SAP AG

C

IRT340

1-4

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Course Overview

1

Course Overview

2

Basic Concepts

3

Goods Receipt Process

4 5

Inventory Management Goods Issue Process

6

Merchandise Distribution

7

Conclusion

 SAP AG 2003

© SAP AG

C

IRT340

1-5

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Main Business Scenario



 Your company has decided to implement SAP Retail and you are responsible for optimizing warehouse processes

 SAP AG 2003

© SAP AG

C

IRT340

1-6

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Basic Concepts

Contents: 

Master data and organizational units

 SAP AG 2003

© SAP AG

C

IRT340

2-1

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Basic Concepts: Unit Objectives

At the conclusion of this unit, you will be able to: 

Describe the structure of a distribution center in the SAP Retail system



List the various differences in warehouse structures

 SAP AG 2003

© SAP AG

C

IRT340

2-2

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Course Overview

1

Course Overview

2

Basic Concepts

3

Goods Receipt Process

4 5

Inventory Management Goods Issue Process

6

Merchandise Distribution

7

Summary

 SAP AG 2003

© SAP AG

C

IRT340

2-3

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

The Structure of a Distribution Center 

Customer  Customer 

Distribution Distribution Center  Center  Vendor  Vendor 

Site  Address Organizational data Merchandise categories Departments Staging area Receiving points ... Storage location (Customizing)  SAP AG 2003

© SAP AG

C

IRT340

2-4

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Structures in the Warehouse

MM Site Site Storage Storage location location

Warehouse New York

Stock

Store. loc.0001 Store. loc.0002

Store. loc.0003

WM Warehouse Warehouse number  number 

042

088

 SAP AG 2003

© SAP AG

C

IRT340

2-5

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Structures in the Warehouse

MM Warehouse: New York

Site Site Storage Storage loc  loc..

Stock

Storage loc. 0001

Storage loc. 0002

Storage loc. 0003

WM 042

Warehouse Warehouse no. no. Storage Storage type type Door  Door  Staging Staging area area  Areas  Areas

(optional) (optional)

902

088 360 Door 1

Door 2 Zone A

Aisle 1

Aisle 2

Hall 4

 SAP AG 2003

If stocks are to be managed at storage bin level within a storage location in a distribution center (or site), you can use the SAP Warehouse Management (WM) function. To do so, you must assign a warehouse number to the relevant storage location. This represents the entire warehouse structure.  Storage locations that have different technical or organizational requirements have different storage types in the warehouse numbers. For example: GR zone = storage type 902, high rack storage section,  bulk storage, GI zone = storage type 910. To make goods receipt processing and picking easier, you can define multiple doors and staging areas below a warehouse number.  You can also choose to group neighboring areas within the same storage type. If you choose to make this grouping on a goods receipts basis , we refer to storage sections. If grouping is created on a picking basis, we refer to picking areas. 

© SAP AG

C

IRT340

2-6

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Structures in the Warehouse

MM Warehouse: New York

Site Site Storage Storage loc  loc..

Stock

Storage loc. 0001

Storage loc. 0002

Storage loc. 0003

WM 042

Warehouse Warehouse no. no. 902

Storage Storage type type Door  Door  Staging Staging area area

360 Door 1

Door 2 Zone A

 Areas  Areas

Aisle 1

(optional) (optional)

Storage Storage bin bin

088

Stock

Aisle 2

12-6-54

......

Hall 4 4-23-89

 SAP AG 2003









If stocks are to be managed at storage bin level within a storage location in a distribution center (or site), you can use the SAP Warehouse Management (WM) function. To do so, you must assign a warehouse number to the relevant storage location. This represents the entire warehouse structure. Storage locations that have different technical or organizational requirements have different storage types in the warehouse numbers. For example: GR zone = storage type 902, high rack storage area, bulk storage, GI zone = storage type 910. To make goods receipt processing and picking easier, you can define multiple doors and staging areas below a warehouse number. You can also choose to group neighboring areas within the same storage type. If you choose to make this grouping on a goods receipts basis , we refer to storage scetions. If grouping is created on a picking basis, we refer to picking areas. Storage bins are located within areas or within storage types for which no specific areas have been defined. The storage bins are identified with three character, numeric co-ordinants.

© SAP AG

C

IRT340

2-7

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Structures in the Distribution Center 

Warehouse 030 Storage type 001 High rack stor. area Warehouse area 1

Storage type 002 Picking warehouse Picking area 1 Staging area 2 Picking area 2

Door 1 Staging area 1

Warehouse area 2

Door 4 Staging area 3

Picking area 3 Staging area 4

Door 2

Door 5

Storage bins

Staging area 5

Storage location 0001 Storage Storage location location 0003 0003 (Cross-docking) (Cross-docking)

DC DC R300 R300

Storage Storage location location 0004 0004 (Distribution (Distribution zone) zone)

 SAP AG 2003

© SAP AG

C

IRT340

2-8

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Basic Concepts: Unit Summary

 You are now able to: 

Describe the structure of a distribution center in the SAP system



List the various differences in the organizational structure of a warehouse

 SAP AG 2003

© SAP AG

C

IRT340

2-9

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Exercises Unit: Basic Concepts Topic: Basic Concepts

At the conclusion of these exercises, you will be able to: •

•

Create a site structure Add a new storage location to your site and assign it to your WM warehouse.

Your distribution center is assigned a new storage location which you need to maintain in your site master data.

1-1

Throughout this course, you will always use distribution center T7##. Familiarize yourself with some of the details concerning this distribution center. 1-1-1 To which distribution chain does this DC belong?  ______________________________________________________ 1-1-2 Which purchasing organization can procure articles for this DC and to which company code does it belong? PO:_________________________________________________ CC:_________________________________________________ 1-1-3 What are the table keys for the site’s customer and vendor master records? Customer________________________________________________ Vendor_______________________________________________ 1-1-4 Where do you find out whether this site is a distribution center?  ______________________________________________________  ______________________________________________________

© SAP AG

C

IRT340

2-10

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-2

Create some more settings for your DC and look at the Customizing settings for this site, too. The inventory management entries are of particular relevance to you. 1-2-1 Which storage locations already exist for your distribution center?  ______________________________________________________ 1-2-2 Your distribution center is going to have a new storage location. Create this storage location using the number 0005 and the description ‘Storage loc. Gr##’. Save your entries and exit the distribution center.

1-3

Make some more settings for the Warehouse Management. 1-3-1 Which is the highest organizational unit in the WM system?  ______________________________________________________ 1-3-2 Create a new warehouse number L## in Customizing by copying the warehouse number T##. To copy the warehouse number, you must use [Copy, delete, check warehouse number] 

1-4*

Go to the IMG: Logistics Execution Warehouse Management look at the details of your new warehouse L##.

Master Data  and

1-4-1 Which storage types are already available?  ______________________________________________________  ______________________________________________________  ______________________________________________________ 1-4-2 Which staging areas exist and which doors are they assigned to? Staging area:

Door:

 ______________________________________________________  ______________________________________________________  ______________________________________________________ 1-4-3 Are there any storage sections in warehouse L##?  ______________________________________________________

© SAP AG

C

IRT340

2-11

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Solutions Unit: Basic Concepts Topic: Basic Concepts

In the solutions the following points are valid: •

•

•

© SAP AG

C

You can access the SAP Retail menu using transaction W10T. You should enter this transaction as a start menu in your user parameters:  System User Profile Own Data, enter ‘W10T’  as a start menu in the ‘User Default’  view. If you see the word MENU before a menu path , then you should go to the Retail  menu, the SAP Retail application menu. You can easily access the Retail menu by going from the SAP Easy  Access SAP Retail using this menu path:  Logistics Retail  If you see the term IMG  in front of a menu path then you should go to the Implementation Guide of the system where yo u can customize your settings. To access IMG, you go from the SAP Easy Access SAP Retail  and follow this menu path Tools Accelerated SAP Customizing Project Processing  SAP Reference- Display IMG (F5) or use the following transaction  /NSPRO F5 key

IRT340

2-12

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Solutions Unit: Basic Concepts Topic: Basic Concepts

1-1

 Master data

Site data

Site

Display

Field name or data type

Values

Site

T7##

1-1-1 Tab Organization/calendar data: The distribution chain consists of the sales organization and the distribution channel and is called R300/ R5 Sales organization: R300 Distribution channel: R5 1-1-2 Purchasing organization: R300 Company code: R300 1-1-3 Button [Customer], Customer T7## Back/F3 Button [Vendor], Vendor T7## Back/F3 1-1-4  Extras Admin. data Site cat. B = Distribution center

1-2

Customizing

For site

1-2-1 Double click on row: Storage locations Double click on view name: V_T001L The following storage locations already exist: 0001, 0002, 0003 and 0004

© SAP AG

C

IRT340

2-13

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-2-2 Table view

Display

Change

[New entries] Field name or data type

Values

SLoc:

0005

Description

Storage location Gr.##

Table view

Save

 Return to the SAP Easy Access Menu for SAP Retail using the yellow arrow.

1-3

IMG 1-3-1 The highest organizational unit in the WM system is the warehouse number . Definition 1-3-2  IMG: Enterprise Structure copy, delete, check warehouse number

Logistics Execution

Define,

[Copy/delete/check warehouse number] Organizational object 

Copy org. object

Field name or data type

Values

From warehouse number

T##

To warehouse number

L##

[Enter] Confirm information by selecting [Enter] 1-4*

IMG  Logistics Execution 1-4-1

Warehouse Management

Master Data

 Define storage type

The following storage types are already available for warehouse L##: 005 916 999 FRM

© SAP AG

C

Fixed bin storage Shipping area deliveries Differences Floor Ready Merchandise

IRT340

2-14

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-4-2

1-4-3

 Define Article Staging Areas

Staging area:

Door:

Area 001 Area 002 Area 010

Door A1 Door A1 Door A2

 Define Storage Sections

 No storage sections have been defined in the L## warehouse.

© SAP AG

C

IRT340

2-15

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt Process

Contents: 

Confirmation documents



Goods receipt posting



Putaway process in lean WM

 SAP AG 2003

© SAP AG

C

IRT340

3-1

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt: Unit Objectives

At the conclusion of this unit, you will be able to: 

Carry out the goods receipt process, from the delivery of the goods to transferring them to the stock in a storage location.



Set up the delivery process in a lean WM managed storage location.

 SAP AG 2003

© SAP AG

C

IRT340

3-2

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Course Overview

1

Course Overview

2

Basic Concepts

3

Goods Receipt Process

4 5

Inventory Management Goods Issue Process

6

Merchandise Distribution

7

Summary

 SAP AG 2003

© SAP AG

C

IRT340

3-3

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt: Business Scenario



The vendor delivers the ordered goods to you. You would like to enter both the delivery quantities and the delivery note data, which can be used at a later stage to check the deliveries.



When the delivery quantity varies, you want the goods receipt to be posted in the future only in the context of specified tolerance limits.



To keep your losses low in your warehouse, the articles' expiration date should always be entered and checked when your goods receipts are posted in future.

 SAP AG 2003

© SAP AG

C

IRT340

3-4

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Business Process (Example)

Purchase Purchase order  order 

Vendor  Vendor 

3 Shipping Shipping notification notification

4

2

Requirements Requirements planning planning

1 55

Goods Goods receipt receipt in in distribution distribution center  center  Invoice Invoice verification verification and check and check

Distribution Distribution center  center 

Merchandise flow Information flow  SAP AG 2003

© SAP AG

C

IRT340

3-5

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Confirmation Documents: Topic Objectives

At the conclusion of this topic, you will be able to: 

Describe the confirmation documents, shipping notification and rough goods receipt.



Set up the confirmation controls as a requirement for confirmation documents.

 SAP AG 2003

© SAP AG

C

IRT340

3-6

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Confirmation Document: Shipping Notification Purchase order Purchase... Vendor ... order Purchase... Vendor ... ... order Vendor ...

Post Fax EDI Vendor  Vendor 

IDES IDESSmart SmartRetailer RetailerInc. Inc. Inbound delivery Vendor

... ...

Shipping notification ... Vendor ...

 SAP AG 2003





Shipping notifications are used by vendors to announce the delivery of articles. The vendor sends information about the delivery date, delivery time, delivery quantities and the articles that are to be delivered. The shipping notification is based on one or more purchase orders that have been placed with the same vendor. In SAP Retail, an inbound delivery is created for the shipping notification or in EDI. Inbound deliveries can be used as reference documents for the (rough) goods receipt that follows.

© SAP AG

C

IRT340

3-7

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Confirmation Document for Rough GR

Reference document Purchase order Vendor

Create delivery note quantity

Rough GR

Logistics functions

... ... Delivery Vendor

... ...



Enter differences in quantity



Sort purchase order items



Purchase order 



Generate count lists



Delivery (see note)



Generate tickets



Create delivery note

 SAP AG 2003









Rough GR is used to identify deliveries, meaning that the items in the delivery documents are assigned to the items contained in the vendor shipping notification items in the system. Rough GR can only be used for certain order items that have a specific confirmation code (detailed information for the item for the relevant order items). Rough GR can be used for one or more purchase orders or shipping notifications (inbound deliveries). If a rough GR is created for one or more purchase orders, and if a delivery has already been posted based on a shipping notification, the user receives notifications. When a rough GR is posted, a document is also posted. The document has a very similar function to a delivery notification. The following options can be used for a rough GR: - You can enter  differences in quantity in delivery notes and purchase orders or delivery notifications. - You can sort the items from all the assigned purchase orders for additional online processing using the same structure as the delivery document from the vendor. - You can print out a count list for the GR that is to follow. - You can generate (article) sales tickets. - You can generate goods receipt/issue slips: they can be used as pallet slips.

© SAP AG

C

IRT340

3-8

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Confirmation Document : Prerequisites

Purchase order  ... Suitable confirmation control key Vendor ... in purchase order item

Shipping notification entry allowed? Rough GR entry allowed? ...

Purchase data

View: Purchasing

Customizing Customizing Definition

Confirmation control key

Vendor  Vendor 

Article Article

Conf.control

Conf.control

 SAP AG 2003







To create a confirmation document (for example, a rough GR) for a purchase order item, you need a suitable confirmation control key for the purchase order item (item details in the purchase order). Confirmation control keys are defined in Customizing (see next slide) and entered in the purchase order item. If there is already a confirmation control key in the article master purchasing view, it will automatically become the default value in the purchase order item. A confirmation control key also may be entered as a default value for article maintenance in the vendor master data.

© SAP AG

C

IRT340

3-9

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Confirmation Control Key: Definition Ext. Ext. confirmation confirmation cat. cat.

Int. Int. confirmation confirmation cat. cat.

Description Description Heading Heading in in purchasing purchasing list list Delivery type

Monitoring Monitoring period period

Confirmation Confirmation sequence sequence Confirmation Confirmation control control key key Sequence Sequence 11 22 33

Reference Reference date date

Int. Int. conf. conf. cat. cat. LA LA GW GW ... ...

MRP MRP relevance relevance GR GR relevance relevance GR GR assignment assignment

Controls Controls for for EDI EDI access access

Purchase Purchase order order date date ++ Delivery -Delivery date date Take Take account account of  of  confirmation confirmation in in MRP? MRP? Remove Remove confirmation confirmation category category as as aa result result of of GR? GR? Assign Assign GR GR to current to current confirmation? confirmation?

 SAP AG 2003

The confirmation sequence  Contains a confirmation control key that determines which confirmation categories are expected  Determines the sequence in which the confirmation categories for the purchase order items are expected  Determines the date and time by which the confirmation must have arrived  Determines the relevance for requirements planning and goods receipt.  When you set the inbound delivery indicator with the confirmation control key, you determine that those  purchase orders that contain this confirmation control key should have inbound deliveries created for them automatically. The inbound delivery document is required for creating putaway transfer orders in decentralized warehousing systems.  LA and GW are standard internal confirmation categories to which a delivery type must be assigned.  Notification and rough GR are separate documents while the rest of the confirmation categories are not. 

© SAP AG

C

IRT340

3-10

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt: Objectives

At the conclusion of this topic, you will be able to: 

Describe the procedure for and various methods for processing goods receipts.



Post a goods receipt for a purchase order and explain how to control goods receipt using a movement type.



List the results of posting a goods receipt.



Make settings for checks and tolerances for goods receipt posting.

 SAP AG 2003

© SAP AG

C

IRT340

3-11

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt: Steps Involved

Vendor  Vendor  Distribution Distribution center  center  0001 Goods Goods receipt receipt

0002 0003

Storage location (Stock type)

 SAP AG 2003

© SAP AG

C

IRT340

3-12

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt: Steps Involved

Vendor  Vendor  Rough Rough goods goods receipt receipt

Distribution Distribution center  center  0001

Goods Goods receipt receipt

0002 0003

Storage location (Stock type)

 SAP AG 2003

© SAP AG

C

IRT340

3-13

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt: Steps Involved

Vendor  Vendor  Rough Rough goods goods receipt receipt

Distribution Distribution center  center  0001

Goods Goods receipt receipt

0002 0003

WM

Storage location (Stock type)

Putaway Putaway

Storage bin  SAP AG 2003







Goods receipt in a site (distribution center or store) can be done in one or two steps.  Single-step procedure: A (complete) goods receipt (GR) is executed directly.  Two-step procedure: A rough goods receipt (rough GR) is run first, enabling delivery quantities to be entered, and is followed by a GR. In both procedures, the merchandise is assigned to a stock type for a storage location at the site that is to receive the delivery. If the destination storage location is connected to the SAP Warehouse Management (WM) system, articles can be assigned to specific storage bins (putaway). You can restrict the putaway procedure to individual storage sections (= a group of several storage bins within the same storage type for putaway).

© SAP AG

C

IRT340

3-14

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt: Reference and Functionality

Reference document Purchase order Vendor

Logistics functionalities

Goods receipt

... ...

 Inbound delivery Vendor

... ...



Purchase order 



Inbound delivery (possible note)



Rough GR (possible notes)



Outbound delivery



No reference





  



 SAP AG 2003











You can create a GR  (goods receipt) for a purchase order, shipping notification, or rough GR. The user will be alerted if a GR is created for a purchase order and a delivery notification or rough GR already exists. The advantages of goods receipt processing with reference documents are:  The goods receiving department can check if the delivery actually contains the merchandise that was delivered;  When the goods receipt is being created, data for the reference document is proposed by the system. This makes it easier to create the goods receipt and also monitor the development of the goods receipt;  The GR data is updated in purchase order development and vendor evaluation. The means that associates can monitor purchase order development, trigger the dunning procedure, and ensure that quantities and deadlines are adhered to;  The relevant purchaser is automatically informed about GR using SAPmail.  The incoming invoice is used to check the quantity ordered against the actual delivered quantity. It is also possible to post goods receipt without a reference document for a document that has been created previously in the system. This allows you to subsequently generate a purchase order thereby allowing you to use invoice verification at a later date. At GR, you can also run checks and monitoring (for example, for delivered quantities, expiration dates, shipping instructions, EAN). Additional features of GR in SAP Retail include the creation of returnable transport packaging as special stock and handling batch articles, setting up free deliveries and returns to the vendor. Returnable transport packaging is transport equipment, for example, a carton, or an empty, such as bottles.

© SAP AG

C

Searching the corresponding purchase orders using: - article number  - EAN - vendor  - ... Checking and monitoring: - quantities (tolerances) - expiration dates - EAN Entering returnable transport packaging Batch handling Entering free deliveries Return deliveries to vendors ...

IRT340

3-15

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt for Purchase Orders valuated valuated Unrestricted-use stock BWA 101

Stock in quality inspection BWA 101 (X) Stock Blocked stock BWA 101 (S) Goods Goods receipt receipt

Provisionally accepted

non-valuated non non-valuated GR blocked stock BWA 103

Consumption

Non-stock articles Cost center  Project Others

 SAP AG 2003

 







Goods receipt is a form of goods movement. An article can either be used or placed in stock, following goods receipt, or a GR can be blocked. When entering a goods movement in the system, you must enter a movement type to differentiate between the different types of goods movements. The goods movement type is a three-character key that is used to identify a goods movement. For each goods receipt, you decide which stock to post the quantity. The stock is important for determining availability of stock in requirements planning and also for picking in inventory management. A goods receipt in the warehouse can be posted to three valuated stock types: - Unrestricted-use stock - Stock in quality inspection (may be used for requirements planning, but not for picking) - Blocked stock (cannot be used for requirements planning and not available for picking) Movement type 101 is always used for goods receipt quantities from purchase orders that are to be put into valuated stock. The individual stock types are distinguished by their stock indicator, which you can enter in the item screen of goods receipt processing. Merchandise accepted provisionally (for example, damaged articles or unexpected deliveries) is posted to GR blocked stock.

© SAP AG

C

IRT340

3-16

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Movements Documents

Warehouse Warehouse Goods movement

Issues

Receipts

Article doc.

Accounting document

 Article  Article and and accounting accounting documents documents are are generated generated at at the the same same time time as as the the goods goods movement movement takes takes place. place.  SAP AG 2003

Even when inventory management is computerized, documentation is necessary. A document serves as  proof of a change in stock levels. Documents are saved in the system.  An article document is produced in the SAP system as proof of a change in stock levels.  At least one account document is created in addition to the article document if an article movement  process affects stock valuation.  As soon as a goods movement is posted to the system, quantity, article, movement type and organizational level cannot be changed. However, some changes can still be made to text fields. If you need to make corrections, a new document must be created. The document containing the errors must first be canceled.  An article document is created so that the process can be recorded Accounting documents are only created when there is a change in stock valuation (for example, with stock transfers from one plant to another).  The article and accounting documents are separate from one another. The article document can be distinguished by its article document number and year. The accounting document can be distinguished  by the company code, the accounting document number and the fiscal year.. The company code to which the accounting document has been posted is derived from the plant in which the goods movement took  place. 

© SAP AG

C

IRT340

3-17

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

The Results of a Goods Receipt

Value and Article quantity update master 

Update purchase order

Goods receipt FI docu Article document

Message to sold-to party (optional)

Transaction document

GR slip

QM

Printing (optional) Transfer requirement for  WM (if this is active)

WM Statistical update

Opening an inspection lot to trigger quality inspection

Updating stock and consumption accounts

 SAP AG 2003



This slide gives you an overview of the results of goods receipts creation with reference to a purchase order.

© SAP AG

C

IRT340

3-18

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Documents from the Purchase Order to the GR

Delivery notification

Delivery note

... Article doc.

Purchase order  Goods Goods receipt receipt

Inbound delivery

FI doc.

Rough GR

 SAP AG 2003

A goods receipt should always be posted based on a purchase order (in exceptional cases, you can also  post a goods receipt without a reference, however, a purchase order will be needed if you need an invoice verification at a later stage). The goods receipt always creates an article document and an FI document.  In addition, you can create more vendor confirmation documents (delivery notification, delivery note) in the system. For each purchase order item, you can decide on the confirmation control key and which documents you are expecting from the vendor for this purchase order item.  When using confirmation documents, you should always consider which documents are really necessary so that you do not overload the system. 

© SAP AG

C

IRT340

3-19

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Returns with Automatic Purchase Order Generation Purchase order Vendor  Art. 3214  Art. 5110

... ...

Goods receipt

20 PC 15 PC

Item 1: Movement type 101 Item 2: Movement type 101

FI doc. Article doc.

...

Item 6: Movement type 161 Returns Customizing Customizing Movement Movement type type 161: 161: Create purchase Create purchase order  order 

New PO

R For item 6 (with return indicator)

 SAP AG 2003





In the case of unplanned returns to vendors, the goods issues (negative goods receipts) are posted without a reference document. Depending on your settings in Customizing that define whether an item allows a PO to be created, a purchase order is created for an item in the background which can then be used for invoice verification. The article returns can be posted during the goods receipt process. In this case, the purchase orders for which the goods receipt was posted and the purchase order containing the return items are combined into one article document (possibly under an external delivery note number). During invoice verification, the system takes account of a credit memo against the vendor. You can post the return without first creating a reference document (for example, a purchase order). A return order is created for the planned vendor return. The vendor is therefore information about the return and can schedule capacity, as required, for the returned merchandise. (NB: this situation is not shown in the slide).

© SAP AG

C

IRT340

3-20

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Tolerance Limits and "Delivery Completed" Indicator 

Purchase order 345688.. Vendor 309089 .... ....  Art. 55421 1000 PC

Vendor  Vendor  Article Article Underdelivery tolerance

15 %

Overdelivery tolerance

10 %

 Art. 56334

10 CAR

 Art. 73452

50 PAL

•

•

•

•

Post GR Tolerances not adhered to ?

PO 1000 PC

GR quantity 900 PC

System System message message •• Error  Error  •• Warning Warning •• None None

Site Site

Default Default "delivery "delivery completed" completed" indicator? indicator?

 SAP AG 2003







For each item, the system checks whether there are discrepancies between the PO and the article master data during the GR processing. In Customizing, you can decide whether each site should have a defaulted "delivery completed" indicator for goods receipt as long as the quantity delivered is within the under/overdelivery tolerances. The "delivery completed" indicator produces the following effects:  The PO item is considered closed, even if the full quantity ordered has not been delivered.  Although a delivery is not expected, it is still possible.  In the next goods receipt, the item will not be defaulted as being a marked item on the selection list.  The PO item can be deleted, even if the full quantity ordered has not been delivered. If an underdelivery lies outside the tolerances, you can set the indicator manually either in the goods receipt or in the PO item so that the PO item is viewed as being a completed delivery.

© SAP AG

C

IRT340

3-21

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Shelf Life Expiration Date Check

Site Site Shelf Shelf life life expiration expiration date date check check activated activated ??

Record goods receipt ED

Date of manufacture

Article Article Actual ED = date of production + total shelf life

Movement Movement type type Enter/check Enter/check expiration expiration date/ date/ date date of of production production ? ?

50 days

Actual ED is determined Planned ED = posting date + remaining shelf life

System System message message •• Error  Error  •• Warning Warning •• None None

Total shelf life

Remaining shelf life 30 days

Actual ED < planned ED?

 SAP AG 2003







 

An article's expiration date can only be checked if: - The minimum remaining shelf life is maintained in the article master record - The shelf life expiration date check has been activated in the site - The shelf life expiration date check has been activated for the type of movement (goods receipt) If the shelf life expiration date check has been activated, then at the goods receipt stage you must: - Enter the expiration date or - Enter the production date if a total shelf life has already been entered for the article. At the goods receipt stage, the system checks whether the remaining shelf life is sufficient. If it is not sufficient, then depending on the settings of the system, a warning or error message will appear. When the goods receipt is posted, the expiration date is recorded in the article document. When the expiration date is calculated, you can set a rounding rule in the article master which determines whether: - You round to the beginning of the period - You round to the end of the period - Not at all.

© SAP AG

C

IRT340

3-22

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Posting Goods Receipt to GR Blocked Stock

Released to warehouse Goods accepted provisionally (GR blocked stock)

OR

Goods Goods receipt receipt

Return to vendor  PO history updated

GR blocked stock updated

 SAP AG 2003









Merchandise accepted provisionally (for example, damaged articles or unexpected deliveries) is posted to GR blocked stock. This means: - Quantities are posted to the stock - No article evaluation is carried out - The transaction is recorded in the PO history. If the acceptance conditions are fulfilled, then the article can be released and evaluated. If the merchandise has to be returned to the vendor, then it can be taken out of the GR blocked stock and sent back to the vendor. An article document is created in this process and the PO history updated. Articles released from the GR blocked stock can be transferred to the following stocks: - Restricted-use stock - Unrestricted-use stock - Stock in quality inspection - Blocked stock (valuated) These are the results of releasing articles from the GR blocked stock: - Article and FI documents are created - The entire valuated stock is updated - PO and the PO history are updated - The G/L accounts are updated

© SAP AG

C

IRT340

3-23

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Putaway Process in Lean WM

At the conclusion of this topic, you will be able to: 

Set up a lean WM system in your warehouse.



Use lean WM for putaway and create a transfer order for putaway.

 SAP AG 2003

© SAP AG

C

IRT340

3-24

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Structures in Lean WM

MM Warehouse: New York

Site Site Storage Storage loc. loc.

Stock

Storage loc. 0001

Storage loc. 0002

WM 042

Warehouse Warehouse no. no. Storage Storage type type Door  Door  Staging Staging area area  Areas  Areas

(optional) (optional)

Fixed Fixed storage storage bin bin

902

088 360 Door 1

Door 2 Zone A

Aisle 2

Aisle 1 12-6-54

......

Hall 4 4-23-89

 SAP AG 2003



You can carry out picking with transfer orders using lean warehouse management (WM) even if no storage bins are managed in the system. No goods receipts or issues are processed in WM as a subsequent process when using Lean WM. This means that bin dates and stocks are not updated on a storage bin level with quantities. Instead, this updating is done on a storage location level.



 No storage bins are managed in lean WM, but you can allocate a fixed storage bin to the article in the article master and it will then be printed onto the transport order for the information of the picker.



Essentially the lean WM processes are the same as the standard WM. You work with deliveries and create transport orders for these deliveries. The other WM structures (storage types, doors, staging areas, storage areas) can be mapped out in lean WM in just the same way as in WM (see Unit 2 Basic Concepts).

© SAP AG

C

IRT340

3-25

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Setting Up Structures in Lean WM

MM Site Site Storage Storage loc. loc.

WM

1 Inventory Management

2 Control warehouse number in lean WM

Storage Storage type type Door  Door  Staging Staging area area

4

 Areas  Areas

5

Fixed Fixed storage storage bin bin

Lean Lean WM WM activated activated

Details Details of  of  performance performance data data

Warehouse Warehouse no. no.

(optional) (optional)

3

Site Site

Goods Goods receipt receipt area area

Fixed Fixed storage storage bin bin

Shipping Shipping area area

X

Difference Difference interface interface

Picking Picking area area Fixed Fixed storage storage bin bin

Article Article

 SAP AG 2003

To produce an efficient procedure for goods receipt and goods issue processing in your warehouse, you can define and link up the following organizational units:  The entire warehouse structure is managed under one warehouse number. This number reflects the warehouse complex.  The various warehouses may have different organizational and technical features that are defined as storage types. In a lean WM-managed warehouse, there always has to be at least the following storage types: - Goods receipt area (only in lean WM for putaway) - Fixed-bin storage - Shipping area and - Difference interface In lean WM, you can manage picking areas separately from deliveries. To do this, you need to assign the   picking area and the storage bin to the article.  Unlike full WM, in lean WM, no dynamic storage bin determination and no stock administration is carried out in the storage bins. A fixed storage bin can, however, be recorded in the picking document if it is maintained in the article master (DC Logistics view).  Lean WM can be used for putaway and picking. You need to set the activation level of the warehouse management to 1 for this. 

© SAP AG

C

IRT340

3-26

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Putaway Process in Lean WM Inventory Management Purchase order 

Warehouse Management System

Inbound delivery

Post Post difference difference

Transfer  order 

Difference ?

Corrections?

Goods Goods receipt receipt

Confirmation Confirmation of of transfer transfer order  order 

 SAP AG 2003

Lean WM can be used for the stock removal and for the putaway processes. An inbound delivery is created in a purchase order for putaway. This inbound delivery serves as a worklist in WM for the  putaway.  A transfer request, which controls the physical putaway, is created for the inbound delivery. Like the  picking process in lean WM, no stocks or storage bins are updated in WM. The allocation of storage bins takes place at the same time as the picking process using the movement type and the article master (fixed storage bin). The quantity is not available to MRP/RP.  After confirmation of the putaway, the goods receipt is posted. Differences can be picked out straight away. Now the putaway quantity is available to MRP/RP.  Customizing:  The delivery item category must be relevant for picking  The warehouse management activation level for a specific storage location has to allow for lean WM in putaway (1 or 4)  As an alternative to the process described above, it is also possible to post the goods receipt first and then generate transfer requests for warehouse management. If differences should occur; the goods receipt  posting is corrected after the transfer request has been confirmed in inventory management. 

© SAP AG

C

IRT340

3-27

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Transfer Order (Structure)

Warehouse Warehouse

Transfer order Movement type ....

188 101 ....

 Art. R100002 Site R300

Head er  1

200 PC

Source storage type/bin: 902 01-17-22 Dest. storage type/bin: 001 51-12-44  Art. R100001 Site R300

10 Car 

Source storage type/bin: 902 09-1733 Dest. storage type/bin:004 33-64-28 • • • •

•

•

•

•

•

•

•

•

•

•

•

n Items

 SAP AG 2003





 



•  Article with short text • Quantity to be transferred • Site (DC) • Source storage type/bin • Destination storage type/bin • Storage unit type • Confirmation indicator  • ...

A transfer order (TO) is an SAP WM document that documents an instruction to transfer articles within the warehouse complex. A TO is assigned to just one warehouse number in the organizational structure of the warehouse. This number identifies an entire warehouse complex and is used to connect a storage location of a site to SAP WM. A TO consists of a header and one or more items. The following data is included in the TO header:  warehouse number  TO number  TO creation date and time  movement type (which relates to all the TO items)  TO reference data (for example, the number of a transfer requirement or a SD document)  confirmation indicator and confirmation date. The following data can be entered for each TO item:  the article to be transferred with short text  the quantity of the article (from the item) to be transferred  the site (DC here) where the transfer is taking place  Source and destination storage type and bin  a storage unit type  a confirmation indicator

© SAP AG

C

• Warehouse number  • Transfer order no. • Creation date/ time • Movement type • Reference data • Confirmation indicator/date • ...

IRT340

3-28

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Receipt: Unit Summary

 You are now able to: 

Carry out the goods receipt process from the delivery of the goods to transferring them to the stock in a storage location.



Set up the delivery process in a Lean WM managed storage location.

 SAP AG 2003

© SAP AG

C

IRT340

3-29

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Exercises Unit: Goods Receipt Process Topic: Confirmation Documents At the conclusion of these exercises, you will be able to: •

Create confirmation documents, shipping notifications and rough goods receipts in the system

•

Explain the settings in Customizing for confirmation documents

•

Find the confirmation control key in the master data.

After you have sent your purchase order to the vendor, you receive a confirmation from them in the form of a shipping notification. You record this in the system with reference to your PO. The delivery note data should also be created to make the invoice verification easier. 1-1

Create a purchase order for your vendor. 1-1-1 Choose Purchasing Purchase order Purchase Order Vendor known to create a PO using the following data:

Create

Standard purchase order Vendor: TS1## Purchasing organization: R300 Purchasing group: R30  Item overview (expand) Article: TA03## 10 Car Delivery date: One week from today Site: T7## Article: TA04## 10 Car Delivery date: One week from today Site: T7## 1-1-2 Which confirmation control key is used as the default for the individual article items? TA03##_______________________________________________ TA04##_______________________________________________

© SAP AG

C

IRT340

3-30

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-1-3 Where does this default value come from?  ______________________________________________________ 1-1-4 Generate the purchase order and make a note of the number:  ______________________________________________________ 1-2

In response to your PO, the vendor sends you a shipping notification with the number 2304##, in which the goods for the inbound delivered are listed. 1-2-1 Enter this information by creating a delivery for your purchase order. The articles will be available to you in one week from today at 15:00. Ensure that you also enter the number of the shipping notification (2304##) as an “ External  ID”.

1-3

The merchandise that you ordered is delivered with the delivery note 4711##. Vendor: TS1## Delivery note Article

No: 4711##

for shipping notification no: 2304##

Quantity

TA03##

8 Car

TA04##

10 Car

1-3-1 Use the delivery note to create the rough goods receipt for your purchase order. When doing so, refer to the shipping notification that you have received that has already been entered in your system as an inbound delivery. It can be identified  by using the vendor’s shipping notification number (enter 2304## in the field  External ID). 1-3-2 Enter the vendor’s delivery note number (4711## ) to be able to find the delivery note more easily in future. 1-3-3 Which delivery type is in the document you have just created?  ______________________________________________________ 1-3-4 Check the individual defaulted items. Does the delivery note data match the data defaulted by the system from the shipping notification?  ______________________________________________________ 1-3-5 Change the first delivery note item quantity as needed and save your rough GR. Rough GR number:__________________________________

© SAP AG

C

IRT340

3-31

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-4*

Look at the purchase order created in 1-1-4. 1-4-1 In the PO how do you find out which confirmation documents already exist for the PO items?  ______________________________________________________ 1-4-2 Does the system take into account the information from the confirmations in requirements planning?  ______________________________________________________

1-5*

Now take a closer look at the technical background. 1-5-1 Which confirmation categories are for rough GR and for shipping notification?  ______________________________________________________ 1-5-2 Which delivery type is allocated to the rough GR confirmation category using the internal confirmation type? Compare this to the rough GR delivery type in 1-1-3.  ______________________________________________________ 1-5-3 Look at the confirmation sequence for the confirmation control key 0003. Which indicator ensures that shipping notifications as well as rough GR are taken into account in requirements planning?  ______________________________________________________

© SAP AG

C

IRT340

3-32

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Exercises Unit: Goods Receipt Process Topic: Goods Receipt At the conclusion of these exercises, you will be able to: •

Use checks and controls for GR

•

Post a goods receipt with items to be returned on a PO

•

Explain the consequences of posting a GR

The merchandise is delivered to your DC. You run various checks and controls.

2-1

You check and count the merchandise that has been delivered and post the GR for your PO. In doing so, you use the delivery note quantities to check your delivery. 2-1-1 Create the goods receipt from vendor TS1## with an unknown PO number ( for  for a different reference) reference) for distribution center T7##. Use movement type “Goods type “Goods receipt for PO to warehouse”. You post the goods receipt with reference to the  previous rough goods receipt as a preceding document. The preceding document is identified by the vendor's delivery note number (4711##) . 2-1-2 Which quantity does the system default for the individual articles?  ______________________________________________________  __________________________ ____________________________ 2-1-3 The article quantities in TA04## should be posted to the quality inspection stock (stock type X). 2-1-4 Select both items. items. You assume that there will be no subsequent subsequent delivery of the two missing cartons of article TA03##. How do yo u ensure that the relevant items in the purchasing documents are flagged as being completed?  ______________________________________________________  __________________________ ____________________________ 2-1-5 Save the GR posting and note the number of the article document:  ______________________________________________________  __________________________ ____________________________

© SAP AG

C

IRT340

3-33

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

2-1-6* Display the article document in your system. What other (accounting) documents were created/updated as a result of posting?  ______________________________________________________  __________________________ ____________________________ 2-1-7* Go to the PO list display and display all the PO  scope ( scope of list : BEST) for site T7## for which there are open GRs (selection parameter WE101). Is your PO displayed?  ______________________________________________________  __________________________ ____________________________ 2-2

You decide that in the future the delivery-completed indicator will be automatically defaulted by the system if delivery quantity discrepanc ies lie within certain tolerance limits. If the discrepancies go over these tolerance limits, then a warning message will appear on your screen. 2-2-1 Where can you create the tolerances for over and underdeliveries of articles?  ______________________________________________________  __________________________ ____________________________ Allow for a 10% under-delivery of article TA03## from vendor TS1##. 2-2-2 Make the settings in in Customizing Customizing to set the delivery-completed indicator automatically for your site T7##. Which conditions need to be fulfilled for the delivered quantity so that the system automatically sets the d elivery completed indicator (F1 Help)?  ______________________________________________________  __________________________ ____________________________  ______________________________________________________  __________________________ ____________________________ Purchase order order Purchase Order Order 2-2-3 Choose Purchasing Vendor known to create a PO using the following data:

Create

Standard purchase order Vendor: TS1## Purchasing organization: R30  Item overview (expand) Article: TA03## 200 Car Delivery date: One week from today Site: T7## Make a note of the purchase order number.  ______________________________________________________  __________________________ ____________________________ 2-2-4 Enter a GR with the movement type 101 for for this PO with a delivered quantity of 179 cartons. What is the number of the system message that is displayed?  ______________________________________________________  __________________________ ____________________________ 2-2-5 Where in the system do you make make the setting setting so that overdelivery beyond the tolerance limits causes the above system message to appear?  ______________________________________________________  __________________________ ____________________________  ______________________________________________________  __________________________ ____________________________ © SAP AG

C

IRT340

3-34

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

2-2-6 Change the entry quantity to 180 cartons and check in the item details whether the delivery completed indicator has been set automatically.

If you wish to complete the final optional exercise, do not save any data yet. 2-2-7* You want to give the driver a damaged box containing article TA03## to be returned to the vendor and record it in your system. To do this, choose Edit W/o purchase order   Enter  and enter a new item with the movement type 161 for site T7## and storage location 0001. 2-2-8* Go to the overview. Which PO number does the second item have?  ______________________________________________________  __________________________ ____________________________ 2-2-9* Save the GR posting and look at the article document. What is the PO number for the second item now?  ______________________________________________________  __________________________ ____________________________ 2-2-10*Which setting in Customizing is necessary to generate a subsequent PO if you enter an item without a reference document for the goods receipt?  ______________________________________________________  __________________________ ____________________________  ______________________________________________________  __________________________ ____________________________ Check this for movement type 161. 2-3

You want to check the expiration date of article TA01## for GR in future. 2-3-1 When you are posting a GR, the article TA01## should have a shelf life of one year. Make the appropriate settings. 2-3-2 The shelf life should should be checked for the article when a goods receipt receipt is posted with the movement type 101 in your DC T7##. Ensure that the relevant settings  Purchasing Purchase order order Purchase have been made. 2-3-3 Choose Purchasing Order Create Vendor known to create a PO using the following data: Standard purchase order Vendor: TS1## Purchasing organization: R300 Purchasing group: R30  Item overview (expand) Article: TA01## 100 Car Delivery date: One week from today Site: T7## Make a note of the purchase order number.  ______________________________________________________  __________________________ ____________________________

© SAP AG

C

IRT340

3-35

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

2-3-4 Post a GR with the movement type 101 for site T7##.  Now enter the expiration date of the article. Enter a date two months from today. What message do you get from the system?  ______________________________________________________  __________________________ ____________________________ 2-4

The two missing cartons of article TA03## from the PO in 1-1-4 are still going to be delivered. Since you are not sure whether you still still want the merchandise, merchandise, you post it to GR blocked stock. 2-4-1 Which movement type do you select to post the merchandise to GR blocked stock?  ______________________________________________________  __________________________ ____________________________ 2-4-2 Post the GR with this movement type and with reference to the PO in 1-1-4. 2-4-3 Display the the article article document. Were any FI (accounting) documents created?  ______________________________________________________  __________________________ ____________________________

© SAP AG

C

IRT340

3-36

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

Exercises Unit: Goods Receipt Process Topic: Putaway Process in Lean WM At the conclusion of these exercises, you will be able to: •

Localize the lean WM settings

•

Link a storage location with a warehouse number

•

Make the settings to carry out the putaway in a warehouse that uses lean WM

•

Post a putaway to a fixed storage bin

Your DC has fixed storage bins for articles. a rticles. From now on you use transport orders to organize the transfer of merchandise at GR from the GR area to these storage bins.

3-1

First, check the settings for warehouse number L##. 3-1-1 Where in Customizing can you define that lean WM is active for a certain warehouse number?  ______________________________________________________  __________________________ ____________________________  ______________________________________________________  __________________________ ____________________________ 3-1-2 Check the settings for warehouse L## (do not make any changes here). Is lean WM active for L##?

3-2

From now on, you want to manage the new storage location 0005 using lean WM in the DC T7##. 3-2-1 In DC  In DC T7##, link the storage the storage location location 0005 with the warehouse number L## and assign the lean WM to the plant/storage location - warehouse number. In doing so, you will be using lean WM at the putaway and picking stages of deliveries. Storage type 005 should be used as the picking warehouse category.

© SAP AG

C

IRT340

3-37

Contact Cont act for Buyin Buying g Any SAP SAP Module Module Materia Materials: ls: sapallma sapallmaterial terials@gma [email protected] il.com m Visit Visit:: www.sapfa www.sapfans.co ns.co.nr .nr

3-2-2 You want to assign a fixed storage bin to two more articles in your DC T7##. Where can you make this setting?  ______________________________________________________  ______________________________________________________ Assign the following storage bins to the articles in DC T7##: Article

DC

Storage loc.

Storage bin

TA03##

T7## 0005

05-01-##

TA04##

T7## 0005

05-02-##

3-2-3 Since from now on you want to work with inbound deliveries, you set up a confirmation control key ANLI for the vendor TS1## in the purchasing organization R300 for both articles. 3-3

Now create a PO to test your settings. 3-3-1 Choose Purchasing Purchase order Purchase Order Vendor known to create a PO using the following data:

Create

Standard purchase order Vendor: TS1## Purchasing organization: R300 Purchasing group: R30  Item overview (expand) Article: TA03## 10 Car Delivery date: One week from today Site: T7## Article: TA04## 10 Car Delivery date: One week from today Site: T7## 3-3-2 For both articles, check in the item details that the storage location 0005 and the confirmation control key ANLI are both defaulted. Where do these default values come from?  ______________________________________________________ If other default values appear for the storage location and the confirmation control, change them accordingly.

Save your PO and note the number:  ______________________________________________________ 3-4

© SAP AG

C

The articles have now been delivered to your warehouse and you post the inbound delivery so that you can create a transfer order later to transfer the articles within the warehouse. IRT340

3-38

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

You can access all the relevant points in the menu by choosing Merchandise Logistics Logistics Execution Goods Receipt Process 3-4-1 Create an inbound delivery using collective processing purchase orders for the PO you created in 3-3-2. Make a note of the inbound delivery number:  ______________________________________________________ 3-4-2 Display the document that has been created. Which WM activities status do the two items have?  ______________________________________________________ Into which warehouse (warehouse number) should the two articles be transferred?  ______________________________________________________ 3-4-3 Which document should you create next?  ______________________________________________________  3-5

The articles have been delivered and now you need to organize the internal transfer in the warehouse. In order to be able to use lean WM for putaway, you need to make some more settings in Customizing for your warehouse. 3-5-1 First, you have to determine a storage type “Goods receipt zone” for your Warehouse Management warehouse. In the IMG  under Logistics Execution  Master Data, define the storage type 902 as goods receipt zone for your warehouse L##. 3-5-2 So that the goods can be transferred within the warehouse, you need to assign a relevant movement type to the transfer. Which movement type is defined for GR in your warehouse?  ______________________________________________________ 3-5-3 In the detailed data for this assignment, you can make a setting so that goods are put away from storage type “GR area” to storage type “fixed storage bin ”. The system should determine the fixed storage bin of the article for the fixed storage bin. Make the appropriate settings.

© SAP AG

C

IRT340

3-39

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

3-6

After you have made the appropriate settings in Customizing you can create the corresponding documents in the application. 3-6-1 Enter a transfer order using the delivery monitor for the inbound delivery you created in 3-4-1. 3-6-2 Find and display the transfer order number from the document flow for the inbound delivery. Which source storage type is determined?  ______________________________________________________ Which destination storage type is determined?  ______________________________________________________ Are the articles fixed storage bins displayed on the document and do they match up with those you allocated to the articles in 3-2-2?  ______________________________________________________

3-7

Display the inbound delivery. 3-7-1 Which putaway status and which WM activities status do the two items have? Putaway status:__________________________________________ WM activities status: __________________________________ Which activity has not started yet?  ______________________________________________________ 3-7-2 Post the GR for your inbound delivery. 3-7-3 Display the document flow for the inbound delivery. Which documents are listed?

© SAP AG

C

IRT340

3-40

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Solutions Unit: Goods Receipt Process Topic: Confirmation Documents

1-1

Create a purchase order 1-1-1 MENU: Purchasing Purchase order Vendor/Supplying Site Known

Purchase Order

Field name or data type

Values

Vendor

TS1##

Create

Tab strip: OrgData Field name or data type

Values

 Purchasing org.

 R300

 Purch. group

 R30

 [Enter]

Item overview: Field name or data type

Values

 Article

TA03##

 PO quantity

10

 Deliv. date

One week from today

Site

T7##

 Article

TA04##

 PO quantity

10

 Deliv. date

One week from today

Site

T7##

1-1-2 Item details; tab: Confirmations Field: Conf.Control: Shipg. not./rough GR 1-1-3 This value is defaulted from the article master Purchasing view. Save 1-1-4  Purchase order  Number:______________________________________________

© SAP AG

C

IRT340

3-41

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-2

Create a shipping notification 1-2-1  MENU:  Merchandise logistics

Goods receipt

Inbound delivery

Field name or data type

Values

Vendor

TS1##

 Purchase order

See 1-1-4

 Delivery date

One week from today

Create

15:00  External ID [Enter]  Inbound delivery 1-3

2304##

Save

Create a rough GR 1-3-1  MENU:  Merchandise logistics

Goods receipt

Field name or data type

Values

Vendor

TS1##

Site

T7##

Rough GR

Create

In subscreen: Find inbound delivery  External ID

2304##

[Enter] 1-3-2 Field name or data type

Values

 DelivNote No

4711##

Header details 1-3-3  Header The delivery type is ‘EG rough goods receipt’  Edit Back, to get to the item overview

1-3-4 For article TA03##, the quantity differs from the delivery note’s (8) planned quantity. 1-3-5 Change the quantity to 8 in the field DelivNoteQty for article TA03##.  Rough GR Save Confirm the message with [Enter] .  Number:______________________________________________

© SAP AG

C

IRT340

3-42

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-4

 MENU:  Purchasing Purchase order   Purchase Order Enter the PO number and select [Enter] 

Display

1-4-1 In the item details Tab: Confirmations 1-4-2 Since the field (MRP relevant) has been selected, the details will be taken into account in requirements planning. 1-5*

 IMG:  Materials Management   Purchasing

Confirmations

1-5-1  Define External Confirmations Categories Rough GR: Shipping Notificat.:

GW LA

1-5-2  Define Internal Confirmations Categories The delivery type EG is assigned to the rough GR. 1-5-3  Set up Confirmation Control  Select Confirmation 0003 and choose [Confirmation Sequence] The indicator MRP relev. guarantees that the shipping notification and the rough GR are taken into consideration in requirements planning.

© SAP AG

C

IRT340

3-43

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Solutions Unit: Goods Receipt Process Topic: Goods Receipt

2-1

Posting the goods receipt 2-1-1  MENU:  Merchandise logistics

Goods receipt

Field name or data type

Values

 Movement type

101

Site

T7##

Goods receipt for other reference

In subscreen Find POs for preceding documents  DelivNoteNo

4711##

[Enter] 2-1-2 The quantities from the existing rough GR are defaulted for the articles: TA03## 8 Car TA04## 10 Car 2-1-3 For article TA04## check the box in column ‘S’ for the stock type indicator. Item(s)  Adopt + details 2-1-4 Edit In the ‘Qty in’ view for article TA03##, set the indicator to Deliv. compl . Confirm the message with [Enter] . Post  2-1-5 Goods receipt Article document number:_______________________________

2-1-6*  MENU:  Merchandise logistics Inventory management  Display [Enter]  Environment ### Accounting docs

Article document

An FI document was created in addition to the article document.

© SAP AG

C

IRT340

3-44

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-1-7*  MENU:  Purchasing vendor

Purchase order   Purchase Order

Field name or data type

Values

Vendor

TS1##

Scope of list

BEST

Selection parameters

WE101

Site

T7##

List Displays

By

Although the goods receipt for article TA03## was not complete, the document will no longer be carried as open since you have flagged it as delivery completed. 2-2

Automatic default for delivery completed indicator. 2-2-1 You can maintain the tolerances for over and underdelivery of an article in the  purchasing view of the article master.  MENU:  Master data Article data Article ### Change Field name or data type

Values

 Article

TA03##

 Purchasing org.

 R300

Vendor

TS1##

Select the view Purchasing  [Enter]  Field name or data type

Values

Underdel. tol.

10

 Article

Save

2-2-2  IMG:  Materials Management Inventory `Management and Physical Inventory Goods Receipt Set “Delivery Completed” Indicator Set the Del. compl. default indicator for site T7##. Tables view Save

© SAP AG

C

IRT340

3-45

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-2-3  MENU :  Purchasing  Known

Purchase order

Purchase Order

Field name or data type

Values

Vendor

TS1##

Create

Vendor

[Enter] Tab: Org. data Field name or data type

Values

 Purchasing org.

 R300

 Purch. group

 R30

Item overview: Field name or data type

Values

 Article

TA03##

 PO quantity

200

 Deliv. date

One week from today

Site

T7##  Purchase order Save  ______________________________________________  Number 

2-2-4  MENU:  Merchandise logistics

Goods receipt

Field name or data type

Values

 Movement type

101

 Purchase order

See 2-2-3

Goods receipt for purchase order 

 [Enter] 

Change quantity to 179  Edit Item  Adopt Double click on the warning message. The message number is: M7 021 2-2-5 In a second session:  IMG: Materials Management Inventory Management and Physical  Inventory Define Attributes of System Messages  [Settings for System Messages] Table view Change Display Using the message category, you control whether the message appears as a warning or error message, or no message at all.

© SAP AG

C

IRT340

3-46

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-2-6 In the first session (Create goods receipt) Change the quantity to 180 [Enter]  Double-click on the item to see that it has been flagged with the Deliv.Compl. indicator.

If you wish to complete the final optional exercise, do not save any data yet. 2-2-7* Edit

W/o purchase order

Enter...

Field name or data type

Values

 Movement type

161

Site

T7##

Storage loc.

0001

[Enter] Field name or data type

Values

Vendor

TS1##

 Article

TA03##

Quantity

1

UnE

Car

Overview 2-2-8* Go to The second item has (dummy)PO number 9999999999 . Goods Receipt

Post 

 MENU:  Merchandise logistics  Display  [Enter] 

Inventory management

Article document

2-2-10* IMG:  Materials Management Inventory Management and Physical Inventory Goods Receipt  Create Purchase Order Automatically For the movement type, you can make settings so that a purchase order is created in the background.

© SAP AG

C

IRT340

3-47

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-3

Expiration date 2-3-1 MENU: Master data → Article data → Article ### Change Field name or data type

Values

 Article

TA01##

Select the view Basic Data  [Enter]  Field name or data type

Values

 Remaining shelf life

365

 Article

Save

2-3-2  IMG:  Materials Management Inventory Management and Physical Inventory Goods Receipt   Set Expiration Date Check  [Site] The field BBD/ProdDT is selected for your DC T7##  [Movement type]  For movement type 101: column Check SLExpDate = 1; (Enter and check)

Do not change these settings.

2-3-3  MENU :  Purchasing  Known

Purchase order

Purchase Order

Field name or data type

Values

Vendor

TS1##

Create

Vendor

[Enter] Tab: Org. data

© SAP AG

C

Field name or data type

Values

 Purchasing org.

 R300

 Purch. group

 R30

IRT340

3-48

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Item overview: Field name or data type

Values

 Article

TA01##

 PO quantity

100

 Deliv. date

One week from today

Site

T7##  Purchase order Save  ______________________________________________  Number 

2-3-4  MENU:  Merchandise logistics

Goods receipt

Field name or data type

Values

 Movement type

101

 Purchase order

See 2-3-3

Goods receipt for purchase order 

[Enter]  Edit

Item(s)

Adopt + details

Field name or data type

Values

 Prod. Dt/Exp.Dt

Two months from today

You get the following message: Short fall of...days against remaining shelf life in current item (365 Day) The calculated remaining shelf life is therefore insufficient (cf. Article Master). 2-4

Posting in GR blocked stock 2-4-1 Movement type 103 (Goods receipt for purchase order into GR blocked stock)

© SAP AG

C

IRT340

3-49

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-4-2  MENU:  Merchandise logistics

Goods receipt

Field name or data type

Values

 Movement type

103

 Purchase order

See 1-1-5

Goods receipt for purchase order 

[Enter] Select item  Edit Item(s) Goods receipt

Adopt + details Post 

2-4-3  MENU:  Merchandise logistics Inventory management  Display  [Enter]  Environment Accounting docs  No FI document was created.

© SAP AG

C

IRT340

Article document

3-50

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Solutions Unit: Goods Receipt Process Topic: Putaway Process in Lean WM

3-1

Settings for the warehouse numbers 3-1-1  IMG:  Logistics Execution Shipping Picking Lean WM  parameters and number ranges f. warehouse no.

Define control

3-1-2 Select [Define control parameters and number ranges f. warehouse no.] and the details screen for the warehouse number L##. (Field ‘Lean WM active’)  Do not change.

3-2

For distribution center T7## define storage location 0005 as a lean WM managed storage location: 3-2-1  MENU:  Master data

Site data

Site

Display

Site: T7## Customizing

For site

Double click on the line: Assign warehouse number to site/storage location Double click on view name: V_T320 [New entries] Field name or data type

Values

Site:

T7##

SLoc:

0005

WhN:

L## Table view

Save

Double-click on view name: V_T3202 Enter the following data for the combination T7##, 0005, L## :

© SAP AG

C

IRT340

3-51

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Field name or data type

Values

Degree of activation:

1

Stor. type for picking in lean WM:

005

Table view

Save

3-2-2 Assign a fixed storage bin in the Article Master in the view: Logistics  Distribution Center   Master data

Article data

Article

Field name or data type

Values

 Article:

TA03##

 Distr. center:

T7##

Change

View: Select Logistics Distribution Center  [Enter]

Enter the following in the field group Storage data:

Field name or data type

Values

Storage loc.

0005

Storage bin

05-01-##

 Article

Save

 Master data

Article data

Article

Field name or data type

Values

 Article:

TA04##

 Distr. center:

T7##

Change

View: Select Logistics Distribution Center  [Enter]

Enter the following in the field group Storage data:

© SAP AG

C

IRT340

3-52

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Field name or data type

Values

Storage loc.

0005

Storage bin

05-02-##

 Article

Save

3-2-3 Maintain confirmation control key:  Master data

Article data

Article

Field name or data type

Values

 Article:

TA03##

 Purchasing org.

R300

Vendor

TS1##

Change

Select the Purchasing view  [Enter]

Enter in the field group Data for each vendor/purchasing organization/site: Field name or data type

Values

Conf.control 

ANLI

 Article

Save

 Master data

Article data

Article

Field name or data type

Values

 Article:

TA04##

 Purchasing org.

R300

Vendor

TS1##

Change

Select the Purchasing view  [Enter]

© SAP AG

C

IRT340

3-53

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Enter in the field group Data for each vendor/purchasing organization/site: Field name or data type

Values

Conf.control 

ANLI

 Article

3-3

Save

Create a purchase order. 3-3-1 MENU: Purchasing Purchase order Vendor/Supplying Site Known

Purchase Order

Field name or data type

Values

Vendor

TS1##

Create ###

Tab strip: OrgData Field name or data type

Values

 Purchasing org.

 R300

 Purch. group

 R30

 [Enter]

Item overview: Field name or data type

Values

 Article

TA03##

 PO quantity

10

 Deliv. date

One week from today

Site

T7##

 Article

TA04##

 PO quantity

10

 Deliv. date

One week from today

Site

T7##  [Enter]

© SAP AG

C

IRT340

3-54

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

3-3-2 The following values must be entered for both items (default values from the Article Master): Field name or data type

Values

Stor. loc. (item overview)

Storage loc. Gr.## (0005)

Conf. control (Item; Tab: Confirmations)

Inbound delivery

If other default values appear for the storage location and the confirmation control, change them accordingly.

 Purchase order

Save

 Purchase order number   ______________________________________________________

3-4

Create an inbound delivery 3-4-1  MENU:  Merchandise logistics Logistics execution Inbound Process Goods  Receipt for Inbound Delivery  Inbound Delivery Create Collective  Processing of Purchase Orders Field name or data type

Values

Site

T7##

 Document number

PO number (see 3-3-2)

 Delivery date to

One week from today

Deselect Test run  Program

Execute

 Note number of inbound delivery  ______________________________________________________ and confirm message with [Enter] 

© SAP AG

C

IRT340

3-55

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

3-4-2 MENU: Merchandise logistics Logistics execution Inbound Process Goods Receipt for Inbound Delivery Inbound Delivery Display  Single Document  Enter the inbound delivery number and confirm with [Enter]  Double click on the items, tab: Stock Placement  WM status: A (WM trnsf order reqd) Warehouse number: L## 3-4-3 For the next document a (WM) transfer order needs to be created. 3-5

 IMG:  Logistics Execution

Warehouse Management 

Warehouse Management 3-5-1  IMG: Logistics Execution  Data Define storage type

Master

 [New entries]

Field name or data type

Values

Warehouse no.

L##

Storage type

902 GR area

Tables view

Save

3-5-2  IMG:  Logistics Execution Warehouse Management  Define Movement Types

Activities

Transfers

The movement type 101 has been defined for the goods receipt for warehouse number L##.

© SAP AG

C

IRT340

3-56

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

3-5-3 Select line L## /101 Goto Details Field name or data type

Values

Src

902

Dest

005 Select indicator FxdBn Tables view

3-6

Save

Create a transfer order 3-6-1  MENU:  Merchandise logistics Logistics execution Inbound Process Goods  Receipt for Inbound Delivery Putaway Create Transfer Order Via  Inb.Delivery Monitor Field name or data type

Values

 Inbound delivery

Inbound delivery number See 3-4-1

 Program

Execute

 Select line  Subsequent functions

Create transfer order

Confirm dialog box with [Enter]  3-6-2  MENU:  Merchandise logistics Logistics execution Inbound Process Goods  Receipt for Inbound Delivery  Inbound Delivery Display Single  Document  Environment

Document flow

WMS transfer order number: ______________________  Merchandise logistics Logistics execution Inbound Process Goods  Receipt for Inbound Delivery Putaway  Display Transfer Order ###  Single Document

© SAP AG

C

IRT340

3-57

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Field name or data type

Values

Transfer order no.

See above

Warehouse no.

L##

Tab: From-data: From storage type: Tab: To data: To storage type:

902 005

The fixed storage bins are on the To data tab. 3-7

 MENU:  Merchandise logistics  for Inbound Deliveries

Logistics execution Inbound Process Goods Receipt  Inbound delivery Display  Single Document 

3-7-1 Select both items Goto Item Processing  Putaway status:

C (Compl. put away)

WM activities status: C (WM trsf ord confirmd) Which activity has not yet started?

Goods receipt

3-7-2  MENU:  Merchandise logistics Logistics execution Inbound Process Goods  Receipt for Inbound Delivery Post Goods Receipt Collective Processing Via Inb.Delivery Monitor Field name or data type

Values

Warehouse no.

L##

 Program Execute Select delivery  Subsequent functions Post goods receipt Confirm actual goods receipt date with [Enter]  Logistics execution Inbound Process 3-7-3 MENU: Merchandise logistics Goods Receipt for Inbound Delivery  Inbound Delivery Display Single  Document  Environment

Document flow

The documents displayed are the shipping notification, the transfer order and the GR document.

© SAP AG

C

IRT340

3-58

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Inventory Management

Contents: 

Stock overview



Goods movement

 SAP AG 2003

© SAP AG

C

IRT340

4-1

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Inventory Management: Unit Objectives

At the conclusion of this unit, you will be able to: 

Explain what inventory management is and alter the stock list according to your requirements.



Carry out different goods movements and explain what the control options are.

 SAP AG 2003

© SAP AG

C

IRT340

4-2

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Course Overview

1

Course Overview

2

Basic Concepts

3

Goods Receipt Process

4 Inventory Management 5 Goods Issue Process 6

Merchandise Distribution

7

Summary

 SAP AG 2003

© SAP AG

C

IRT340

4-3

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Inventory Management: Business Scenario





In order to run a quality check, you need to do a transfer posting for some articles. They need to be transferred into a stock type where they will not be available for sale during this checking period. However, the articles can still be seen in the stock overview.  You can do the stock transfers in your stores by using stock transfer orders.

 SAP AG 2003

© SAP AG

C

IRT340

4-4

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Embedding Inventory Management in Logistics Requirements planning

External vendor  Purchasing Invoice verification

Inventory Management

Goods Goods receipt receipt Invoice Invoice receipt receipt

Transfer  Transfer  posting posting Goods Goods issue issue

Shipping Shipping

Internal and external financial accounting

Billing Billing

 SAP AG 2003

In the SAP Retail system, the different steps in the logistics process are carried out in various components. The different areas are closely related to one another and are linked by the document flow.  The logistics process is split into article flow and value flow. The materials management (MM) takes over the article planning using requirements planning, which contains different requirements, for example, from customer requests. These requirements are passed on to procurement and are fulfilled by  purchasing.  Inventory Management (IM) is used for transactions that lead to stock changes such as goods receipts, goods issues, reservations, transfer postings and stock transfers. The Warehouse Management system (WM) is integrated into the article flow and maps complex warehouse structures and warehouse movements. The processing of logistics procedures in Logistics Execution (LE) continues through Shipping and ends in billing. Billing is integrated in internal and external financial accounting (FI and CO).  In Invoice Verification, the value flow is updated and the information from goods receipt, purchase order and goods issue is consolidated. 

© SAP AG

C

IRT340

4-5

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Stock Overview: Topic Objectives

At the conclusion of this topic, you will be able to: 

Name the various stock levels in the stock overview.



Set the display for stock lists.



Explain the advantages of logistical variants in inventory management.

 SAP AG 2003

© SAP AG

C

IRT340

4-6

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Stock Overview

Client Client 400 400 4600 Pieces 4600 Pieces

Client Client

Company Company code code

CC CC R100 R100 2500 2500 Pieces Pieces

CC CC R300 R300 2100 2100 Pieces Pieces

Site group

Group R310 1200 Pieces

Group R312 2100 Pieces

Site Site

Site Site R311 R311 1200 Pieces 1200 Pieces

Site Site R312 R312 900 Pieces 900 Pieces

Storage Storage loc. loc.

Storage Storage loc. loc. 0001 0001 300 300 Pieces Pieces

Storage Storage loc. loc. 0002 0002 600 600 Pieces Pieces

 SAP AG 2003

The article stock is displayed in the individual organizational levels in the stock overview. The quantities  posted for a specific stock type are added up for each organizational unit.  In addition to the client, company code, site and storage location organizational units, it is also possible to have a stock overview of batches/valuation type and special stocks (for example, consignment article).  The stock overview is a static representation of the article stocks. This means that only the current stock levels are displayed. Goods receipts and issues planned for the future are not displayed in this list. Using the menu bar, you can, however, call up further information functions.  You can view a stock overview in different display versions that vary according to the listing and sequencing of the individual stock types. You can determine which stocks appear in the individual columns and in what sequence the columns are displayed using the system administration in inventory management Customizing. 

© SAP AG

C

IRT340

4-7

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Defining the Stock List Display

Display Display version version

Rules Rules for for displaying displaying stock stock

...

Basic list

Window 2 Window 1

Stock type1

Stock type 2

100

0

Site

Stock type 3

20

Details Details screen screen for for displaying displaying stock stock

Individual list Stock type

... ...

Stock 100

 SAP AG 2003



 





The stock lists can be distinguished in the SAP Retail system by version numbers. You can open several windows for each version number to display different stock lists. You can also define a maximum of three different stocks for each window (for example, return blocked stock or unrestricted use stock). 1. Under display version, enter a version number for each version. 2. Under rules for displaying stock, assign the stocks in the columns of the window to a version number you want to open. 3. Under detail screen for displaying stock, define the additional stock qualifications. Stock qualifications clearly identify a specific material warehouse stock, for example, stock in quality inspection, returns stock, and so on. If you call up the stock list, you can select the relevant display version in the selection screen.

© SAP AG

C

IRT340

4-8

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Units of Measure (UoM) in Inventory Management

Facecream

Unit Unit of of measure measure for  for 

Base unit of measure: piece = inventory inventory management management

4

12

72

Alternative units

Sales UoM

Delivery UoM

Order UoM

 SAP AG 2003

Base unit of measure: Inventory management is carried out in this unit of measure. The base unit of measure is the smallest  possible unit that the article can be sold in.  Order unit of measure: The unit of measure in which the article is usually ordered. It can be maintained for each vendor.  Sales unit of measure: The unit of measure in which the article is usually sold to customers. This is normally the base unit of measure for end consumers. The sales unit is maintained for each distribution chain.  Delivery unit of measure/Unit of issue: The unit of measure in which the article is usually delivered (goods issue). It can be maintained for each site.  EAN: An EAN can be maintained for each unit of measure.  Conversion: The conversion between the various units of measure must be provided. 

© SAP AG

C

IRT340

4-9

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Inventory Management for Logistical Variants Article category: Generic article Variant-creating characteristic: Unit of measure

Characteristic value

Piece

6 Pack

24 Pack

Stock Stock per per unit unit of of measure measure  SAP AG 2003







A logistical variant is a generic article variant in a certain unit of measure. You can use logistical variants to:  Manage separate stocks in various article units of measure. You can store the article in a different bin for each unit of measure. If the article is ordered and delivered in different units of measure, this means you can carry out the picking process more efficiently.  Plan your article requirements by unit of measure. To define logistical variants, you need to create a generic article with the variant-creating characteristic 'Unit of measure' . Enter the units of measure for which inventory is to be managed in a store or a distribution center as characteristic values. Before you do this:  A characteristic must have been created with characteristic values that correspond to units of measure.  The characteristic must be assigned to the merchandise category you are using (either directly or using a characteristic profile, or inherited from the merchandise category hierarchy).

© SAP AG

C

IRT340

4-10

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Movements: Topic Objectives

At the conclusion of this topic, you will be able to: 

Name various goods movements and the differences between them



Understand how to control goods movements using movement types



Distinguish between the different types of stock transfers



Make settings for stock transfers using the stock transfer orders

 SAP AG 2003

© SAP AG

C

IRT340

4-11

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Movements

Storage loc. 0003 Stock in quality inspection

Vendor  Vendor  Unrestricted-use stock

Goods receipt

Transfer  posting

Goods issue

Distribution Distribution center  center  Storage loc. 0002

Customer  Customer  Store Store

Storage loc. 0001

Store Store Storage loc. 0001

Stock transfer   SAP AG 2003





A goods movement (also called article movement or stock movement) is a process that produces a change in the stock. The following types of goods movements exist: - Goods receipt (GR) Goods movement in which a goods receipt from an external vendor (or from production) is posted. A goods receipt leads to an increase in the warehouse stock. - Goods issue (GI) Goods movement in which a merchandise shipment to the customers, an article withdrawal or issue, or consumption is posted. A goods issue leads to a decrease in the warehouse stock. - Stock transfer A stock transfer consists of removing articles from one storage location and putting them away in another storage location. Stock transfers can take place either within the same site or between two sites (distribution centers or stores). - Transfer posting A transfer posting is a general term for stock transfers and changes to an article's stock identification or category. It is irrelevant whether the posting relates to a physical movement or not. You need to enter a movement type when you create a stock movement to differentiate between the individual goods movements. The goods movement type is a three-character key that is used to identify a goods movement.

© SAP AG

C

IRT340

4-12

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Transfer Posting Storage loc. 0001

Goods Goods receipt receipt

Stock in quality inspection   1   3  2   2   3  2

349

350

Unrestricted-use stock 3  4   3   3  4   4  

Blocked stock Goods Goods issue issue  SAP AG 2003













Transfer postings are different from stock transfers. This is due to the fact that they are generally not linked to a physical movement of goods. Rather, they indicate a change in the stock type, or the batch number or the article number, for example. You need to enter a movement type when you create a stock movement to differentiate between the individual goods movements. The goods movement type is a three-character key that is used to identify a goods movement. The movement type controls from which stock to which stock the posting is carried out. If the movement is the other way round, then it is called a reversal movement type. Withdrawals for consumption can only be posted from unrestricted-use stock. For stock in quality inspection or blocked stock, you can only withdraw a sample, scrap a quantity or post an inventory discrepancy. If you want to withdraw goods from tblocked stock or stock for quality inspection, then you must post the stock to unrestricted-use stock first. This is also the case for stock transfers. The stock type, batch number or material number changes in transfer postings. A physical stock transfer is possible with a transfer posting. In SAP Retail, transfer postings can also be used to automatically separate or group together structured articles (sets, display and so on).

© SAP AG

C

IRT340

4-13

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Movement Types

Goods movement characterized by

Movement Movement type type controls

Account Account determination determination Quantity Quantity update update

Consumption Consumption update update Print Print indicator  indicator 

Field Field selection selection

 SAP AG 2003









You need to enter a movement type in the form of a key figure with three characters when you are creating a goods movement so that you differentiate between the individual movements. A movement type characterizes a goods movement and represents the starting point for various control functions, for example: - Quantity update: Quantity fields must always be updated in the article master for a site and a storage location. Depending on the process, other data has to be updated too, for example, the open quantity for a purchase order item in a purchase order goods receipt. - The system determines which financial accounting G/L accounts need to be posted using the account determination in order to evaluate a goods movement correctly. - Consumption update: You can run consumption statistics for an article based on a particular  period. This is updated by goods receipts (directly for consumption) and goods issues assigned to accounts. - The print indicator controls the default settings for printing a goods receipt/issue slip (single slip with/without inspection text, collective slip) in the initial screen for goods receipts. - Field selection: When you are creating a document, depending on the process, fields in the initial screens are displayed or suppressed accordingly. For each movement type, there is also a reversal movement type to enable you to reverse a posting. It may be easier to just cancel the whole document. When you create a new movement type, use one of the movement types that already exists. Their control indicators are defaulted for the new movement type. You can maintain a movement type in various views on your screens. You can set the parameters for individual views using different key terms.

© SAP AG

C

IRT340

4-14

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Classification of Movement Types 1xx 1xx

GR GR from from purchasing/production purchasing/production ++ returns returns

2xx 2xx

Goods Goods issue issue for for consumption consumption

3xx, 3xx, 4xx 4xx

Transfer Transfer posting/stock posting/stock transfer transfer   

5xx 5xx

GR GR without without reference reference to to PO PO or or production production order order   

6xx 6xx

LE-SHP LE-SHP movement movement types types

7xx 7xx

Physical Physical inventory inventory (MM-IM: (MM-IM: 70x 70x // WM: WM: 71x) 71x)

8xx 8xx

Brazil Brazil

9xx, 9xx, Xxx, Xxx, Yxx, Yxx, Zxx Zxx

Customer Customer name name space space

Complete list and description: see IMG (Inventory Management and Physical Inventory)  SAP AG 2003

© SAP AG

C

IRT340

4-15

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Stock Transfers

Article doc.

Stock transfer 

Goods issue

Stock transfer 

Goods receipt

Storage loc. 0002

Goods issue

Goods receipt

Storage loc. 0001

Store A

Storage loc. 0001

Store B

Store A

One-step procedure One One-step procedure

or or

two-step procedure two two-step procedure

GR

GI GI

Unrestricted 

Unrestricted 

use

use

Unrestricted  Unrestricted  use use

GI

FI doc. Article doc.

Stock Stock in in

transfer  transfer 

GR Unrestricted  use

 SAP AG 2003

A stock transfer consists of a goods issue from the point of issue and a goods receipt at the receiving  point.  Stock transfers can be carried out on three different levels: - Stock transfer from company code to company code means a stock transfer from site to site where sites belong to different company codes. - Stock transfer from site to site This not only results in a change in the stock levels in both sites, but a FI document is also created if  both sites are assigned to different valuation areas (always the case in SAP Retail). Stock can only be transferred in and out of unrestricted-use stock. - Stock transfer from storage location to storage location (in the site) This results in an update of the stock quantities in both storage locations. The stock value does not change and the transaction is not relevant to the financial accounting. A stock transfer from storage location to storage location is possible for all stock types. 



You can post stock transfers from storage location to storage location and site to site in one or two steps. The one-step procedure has the advantage of only requiring you to carry out one transaction in the system. With the two-step procedure, on the other hand, it is possible to monitor the stock currently  being transferred. A third option is to transfer the stock using a stock transport order.

© SAP AG

C

IRT340

4-16

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Stock Transfer Using Stock Transport Order (1/3)

Store Store

Distribution Distribution center  center 

(Purchasing)

Shipping

Stock transfer order 

Shipping Shipping worklist worklist

Outbound delivery

Goods Goods receipt receipt

Goods Goods issue issue

 SAP AG 2003







Stock transfers from one site to another can also be carried out by creating a stock transfer order at the receiving site. The shipping point assigned to the site delivering the stock creates an outbound delivery for the stock transfer order. After picking and goods issue posting, stock in transit is created. When the receiving site receives the merchandise, the goods receipt is posted for the inbound delivery and the stock is removed from in transit. This procedure with two separate steps can also be done in one step.

© SAP AG

C

IRT340

4-17

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Stock Transfer Using Stock Transport Order (2/3)

Store Store

Distribution Distribution center  center 

Stock transfer order 

Shipping Shipping worklist worklist Outbound delivery

Assign delivery type/check rule (for each purchasing document category) Document Document type type •• UB UB •• SPO SPO

Delivery Delivery type type •• NL NL •• NLCC NLCC Shipment Shipment scheduling? scheduling? Route Route schedule? schedule?

 SAP AG 2003

In the menu for assigning Delivery type/Check rule, you need to decide whether to make settings to have an SD delivery created when you place a purchase order with a particular supplying site using a  particular type of document, and if you do, then with which type of delivery. The delivery type in Sales and Distribution (SD) controls how the delivery is processed.  The delivery type 'NL' is used in the standard SAP R/3 System for stock transfers without a billing document (document type STO). For stock transfers with a billing document (document type SPO), the delivery type 'NLCC' is used. You can include both single company code and cross-company code stock transfer items in a document. In this case, you should make settings for the appropriate delivery types under delivery type 1 (delivery type for stock transfers in one company code) and delivery type 2 (delivery type for stock transfers between company codes). If you have entered neither a delivery type for company code internal stock transfer items nor for cross-company code stock transfer items, then the system uses the delivery type you entered in field DelTp.  The stock transfer then runs a scheduling in the background to determine on what date the article is to be staged. If you want to work with the shipment scheduling, you need to set the indicator for shipment scheduling for each site and document type. Otherwise the MM scheduling, which is simpler, is run in the stock transfer order (required delivery date ./. article's planned delivery time). The delivery scheduling takes into consideration the pick/pack time (time required for assigning goods to a delivery,  picking, packing, and so on) and the loading time (time required to load an article), both of which are maintained in conjunction with the shipping point.  If you want to have the system determine a route schedule too, then you also need to set the indicator for the route schedule determination. With a route schedule, you can control deliveries of goods in set  periods to different ship-to parties (customers or stores) in a particular sequence on a set route. The  planning is based on calendar weeks. 

© SAP AG

C

IRT340

4-18

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Stock Transfer Using Stock Transport Order (3/3)

Store Store

Distribution Distribution center  center  Purchasing document type

Supplying Supplying site site Goods receipt Goods receipt site site Order Order type type X One-step One-step procedure procedure Underdelivery Underdelivery tolerance tolerance X

Goods Goods receipt receipt

Goods Goods issue issue

 SAP AG 2003

In the menu Purchasing document type, you make the setting for the type of document that should be used for a specific combination of supplying plant and receiving plant. This setting is made for each  purchasing document type. The document category 'F' is used for the stock transport order.  If the supplying site and the receiving site belong to the same company code, you select document type UB. A stock transfer is carried out without a billing document.  If the supplying site and the receiving site belong to the same company code, you select document type UB. A stock transfer is carried out with a delivery and a billing document.  If the end user selects a type of document that has not been set in Customizing, a warning message appears. Depending on the user settings, this message may appear as an error message.  You can also decide whether the stock transfer should be carried out in a one-step procedure or not. If it is, the stock levels are increased in the receiving site when the goods issue is posted in the supplying site.  The stock transfer using a posting procedure takes some time due to the communication time between the organizational units involved. 

© SAP AG

C

IRT340

4-19

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Stock Transfer Order: Shipping-Relevant Functions Shipping Shipping point point 7 6 5 4 3 1 3  1  4 1 2 1 0 11 9 2 0 21 1 8 1 9 1 6  1  7 2 8 2 6 2 7 2 4  2  5 2 3

2

1  8 1 5  2 2

 2 9

3 0

31

Shipping point 1

Purchase order 45.. Supplying site: R300

Route Route New York

Leg 1

Item

R100014

Schedule line

Boston

Philadelphia

Leg 2

100 PC R314

17.04.

50 PC

24.04.

50 PC

Scheduling Scheduling Delivery creation date

Route Route schedule schedule Day and time of departure: Every Tuesday, 6:00 Itinerary: Store R312 2 hr  Store R316 5 hr  Store R311 1 hr   SAP AG 2003



When you create a warehouse order, the system runs the following functions required for the goods issue  process:  Shipping point determination (at item level) The shipping point is the organizational unit in SAP Retail that is responsible for processing shipping.  Target route determination (at item level) A route is a formal description of an itinerary. It contains a list of the legs in the route as well as entries related to the entire transit time and the transportation lead time required for planning a shipment.  Scheduling (at schedule line level) When you are processing a delivery, the system automatically defaults the delivery creation date for all schedule lines with the same goods issue date and takes the earliest of the following dates entered in the system into consideration: article staging date (determined with the MM scheduling or delivery scheduling (see "Stock Transport Order 2/3" slide)) or transportation planning date. At this point in time, all the goods to be delivered must be available.  Route schedule – if activated (at schedule line level) With a route schedule, you can control a kind of delivery plan of regular deliveries from a specific shipping point to various ship-to parties (for example, customers or stores) in a specific sequence for a specific route.

© SAP AG

C

IRT340

4-20

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Shipping Point Determination

Shipping conditions

Supplying site

Shipping point (default value)

Boston

Express

Standard

Denver 

Truck Denver 

Sales Sales order order or  or  stock stock transfer  transfer 

Order Order and and stock stock transfer  transfer  item item

Loading group

Express

Article Article

Other possible shipping points

Train

Pick/pack Pick/pack time time Loading Loading time time

 SAP AG 2003











A shipping point is a separate organizational unit in a fixed place in which the processing and monitoring of outbound deliveries and finally the goods issue take place. The shipping point can be found directly under the client level. The shipping point is determined using the following criteria:  The supplying site defined for each order item (from the customer-article-information record, ship-to  party or article master record)  The requests sent to shipping (for example, express) represented by the field Shipping condition  The necessary loading equipment represented by the field Loading group in the material master The shipping condition is defaulted from the sold-to party master data or, preferably from the sales document type, if it has been maintained. An outbound delivery always goes from the same shipping point. The shipping point cannot be changed in the outbound delivery. Only those ordered items that are planned for that shipping point are included in an outbound delivery when a sales order is being delivered via a shipping point. Order items with various shipping points are therefore not included in the same outbound delivery.

© SAP AG

C

IRT340

4-21

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Routes and Route Determination Leg: 1 From: Philidelphia To: New York Shipping type: Truck

Boston

Leg: 2 From: New York To: Boston Shipping type: Train Transit time:

Leg 2

Philidelphia

1 day

Leg 1

Transport. lead time: 1 day

New York

Route RouteNorth North

Country Country ++ shipping shipping point point departure departure zone zone Ship-to Ship-to party's party's shipping shipping condition condition  Article  Article transportation transportation condition condition Country Country ++ ship-to ship-to party's party's transportation transportation zone zone  SAP AG 2003









A route is a formal description of an itinerary. It contains a list of the legs into which the route is divided as well as details on the entire transit time and the transportation lead time required for planning one of the methods of transport for this route. The description contains a departure and destination point as well as a shipping type for each leg of a route. With the relevant settings in Customizing, the system determines a route for each purchase order item with which the corresponding item should be delivered (target route). Information regarding the planned transportation lead time, transit time and detailed information on the individual points on the route is assigned to each purchase order item via the assigned target route. The following are factors that influence the target route determination:  The country and departure zone of the item shipping point that was previously determined  The ship-to party's shipping condition for the item  The article transportation condition for the item  The ship-to party's country and transportation zone for the item

© SAP AG

C

IRT340

4-22

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Route Schedule

Route RouteSchedule ScheduleNorth North -Tuesday Tuesday M

Store Boston R311

Route: North Date and day of dept.: Every Tuesday, 6:00

M

Ship-to party: Store R311 (Entrance 1) Store R312 (Entrance 3) Store R316 (Entrance 2)

Leg 2

Store R316

Philidelphia M

Itinerary: Store R312 2 hr   Store R316 5 hr  Store R311 1 hr 

Leg 1

Store R312

New York Tuesday

is assigned Shipping point  SAP AG 2003

With a route schedule, you can control periodic deliveries of goods from a specific shipping point to different ship-to parties (customers or stores, for example) in a specific sequence on a set route. The  planning is based on calendar weeks.  In SAP Retail, a route schedule contains the following:  A route  A departure date and time  A list of ship-to parties  An itinerary  With the relevant settings in Customizing, the system automatically tries to assign a route schedule to each stock transfer order (or outbound delivery).  The following are factors that influence the route schedule determination:  The shipping point and the route for the document item  The ship-to party  The staging area and the shipping condition of the ship-to party  The current week and year 

© SAP AG

C

IRT340

4-23

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Inventory Management: Unit Summary

 You are now able to: 

Explain inventory management and adjust the stock list according to your requirements



Carry out various goods movements and explain the control options



Make settings for stock transfer orders and find shipping-relevant information in the stock transfer order 

 SAP AG 2003

© SAP AG

C

IRT340

4-24

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Exercises Unit: Inventory Management Topic: Stock Overview At the conclusion of these exercises, you will be able to: •

Find the different stock values in the system

•

Configure your own stock list

After you have posted different goods receipts you would like to get information on the current stocks in your distribution center.

1-1

After posting your goods receipt, you would like an overview of the article stocks that are available. 1-1-1 Go to the stock overview and display all stocks for articles TA03## and TA04## in your DC T7##. When you do this, select all open stocks and display the storage location stocks as well. 1-1-2 Find out what the DC stock values are for the following types of stock: Unrestricted use stock

Quality inspection

GR blocked stock

TA03## TA04## 1-1-3 Which storage locations contain unrestricted-use stock  of the article “Shampoo Splash”?  ______________________________________________________ 1-1-4 You would like to find out which posting caused the last change in stock to your storage location 0001. How do you do this?  ______________________________________________________  ______________________________________________________

© SAP AG

C

IRT340

4-25

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-2*

You want to define a separate stock display in which you will only see the stock types you use. 1-2-1 In Customizing for Inventory Management and Physical Inventory, define a new stock list version, number 20+##, by choosing Create display for stock lists. 1-2-2 For your version, you determine in the Rules for displaying stock  that you want to use a window that displays the unrestricted use stock, the GR blocked stock and the stock in quality inspection. 1-2-3 Go back to the application and call up the stock display for both articles TA03## and TA04## for DC T7## using your display version. Be sure to select the open and special stocks too.

© SAP AG

C

IRT340

4-26

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Exercises Unit: Inventory Management Topic: Goods Movements At the conclusion of these exercises, you will be able to: •

Carry out stock transfers using movement types

•

Explain the controls for movement types

•

Create stock transfer orders and make the appropriate settings in Customizing

A store orders goods from your distribution center using a stock transfer order.

2-1

Goods Movements 2-1-1 What is the difference between a stock transfer and a transfer posting?  ______________________________________________________  ______________________________________________________ 2-1-2 Which goods movement types exist for splitting and grouping a structured article?  ______________________________________________________  ______________________________________________________ 2-1-3 Post the 10 cartons of your article TA04## from the stock in quality inspection to the unrestricted-use stock  in the storage location 0001 in your site T7##. Check the change to the stock in the stock list.

2-2

Now make some more Customizing settings for movement type 101.

Make sure you are working in the display mode.

© SAP AG

C

IRT340

4-27

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-2-1 Which control do you use for the Reason field when you call movement type 101?  ______________________________________________________ 2-2-2 How do you use the selection parameter WE101 in the movement type (F1 help)?  ______________________________________________________ 2-2-3 In which transactions is the movement type allowed? Name some examples.  ______________________________________________________ 2-3

You use the stock transport orders in your company to transfer merchandise between the DC and stores. Look at the Customizing settings for this. 2-3-1 Which order type should be used for DC T7## if a) Site R111 places the order___________________________________  b) Site T2## places the order ___________________________________ 2-3-2 How could you determine that a goods receipt is posted to your store at the same time as the goods issue is posted in the distribution center?  ______________________________________________________ 2-3-3 Which delivery type is used when a delivery is created for site T7## from the  PO type UB?  ______________________________________________________

2-4

In future there should be a fixed route schedule for your stores. 2-4-1 Create a route schedule RFP## that is valid in the shipping point R300. 2-4-2 Your route schedule has the description “Route schedule Group ##” and uses rout e R300/1. Goods issue is always on Thursdays at 08:00 . 2-4-3 The stores T1## and T2## are the ship-to parties in this route schedule. The shipping condition is 01 and the transport group is 0001 for both parties. 2-4-4 In the itinerary, you determine that the truck needs two hours to reach store T2##. After that it goes to store T1##. The truck takes 1 hour and 30 minutes to do this.  Now save your route schedule.

© SAP AG

C

IRT340

4-28

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-5

Now create a stock transfer order for your store and then check the shipping data in the stock transfer order. 2-5-1 Create a stock transport order by choosing Purchasing Purchase order  Purchase Order Create Vendor known  with the following data: Stock transfer order Supplying site:

T7##

Purchasing org.: Purchasing group:

R300 R30

Article: TA03## 10 Car Delivery date: One week from today Site: T2##  [Enter] 

Save your PO and note the number:  ______________________________________________________ 2-5-2 Look more closely at the shipping data in the item details. Which shipping point has the system defaulted for the purchase order item?  ______________________________________________________ 2-5-3 Which loading group has the item’s article been assigned to and what is the shipping condition of the receiving site? Article loading group__________________________________ Site shipping conditions___________________________ 2-5-4 Where in the system can you assign the shipping conditions to a site?  ______________________________________________________ 2-5-5 Look at the shipping points defaulted in Customizing. Which shipping point would the system have determined if the article had been delivered from distribution center T6##? 2-5-6 Which route was found for the purchase order item?  ______________________________________________________ 2-5-7 Has the system determined a route schedule for the purchase order item?______________________________________________

© SAP AG

C

IRT340

4-29

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Solutions Unit: Inventory Management Topic: Stock Overview

1-1

Article stocks 1-1-1  MENU:  Merchandise logistics  Stock overview

Inventory management

Field name or data type

Values

 Article

[Multiple selection]

Environment

Stock

TA03##; TA04##

Site

T7## !   !  

Also select special stocks Also select stock commitments

Tab: List display !   Base site group !    Site !   Storage location  Program Execute 1-1-2 In the first screen, the stocks are displayed for the stock types “Unrestricteduse” and “Quality inspection”. Right columns  to display the (GR) Blocked stock. 2 x List 1-1-3 2 x List Left columns  and double-click on the line with the article “Shampoo Splash”. Unrestricted-use stock is available in storage locations 0001 and 0005. 1-1-4 Place your cursor on the storage location 0001 (Lean WM) line and go to  Environment   Article movements

© SAP AG

C

IRT340

4-30

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-2*

Define new display version 1-2-1  IMG:  Materials Management Inventory Management and Physical Inventory  Reporting Define Stock List Display  [Display version]  [New entries]  Field name or data type

Values

 Display version

20+##

 Description

Group##

Tables view

Save

1-2-2  [Rules for display of stock balances]  [New entries] Field name or data type

Values

Version

20+##

Window

1

Column no.

1

 Field name

LABST

Version

20+##

Window

1

Column no.

2

 Field name

WESPB

Version

20+##

Window

1

Column no.

3

 Field name

INSME

Tables view

© SAP AG

C

Save

IRT340

4-31

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

1-2-3  MENU:  Merchandise logistics  Stock overview

Inventory management

Field name or data type

Values

 Article

[Multiple selection]

Environment

Stock

TA03##; TA04##

Site

T7## !   !  

Also select special stocks Also select stock commitments

Tab: List display  Display version

20+##

Base site group !    Site !   Storage location  Program Execute !  

© SAP AG

C

IRT340

4-32

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Solutions Unit: Inventory Management Topic: Goods Movements

2-1

Goods Movements 2-1-1 In contrast to stock transfers, as a rule, there are no goods movements in transfer postings. Transfers postings are carried out in storage locations. Individual storage locations, sites and company codes are all differentiated  between in transfer postings. 2-1-2  MENU:  Merchandise logistics Transfer posting 

Inventory management

Goods movement

F4 in the movement type field There are 4 types of movement for structured articles 317-320 2-1-3  MENU:  Merchandise logistics Transfer posting

Inventory management

Field name or data type

Values

 Movement type

321

Site

T7##

Storage location

0001

Goods movement

 [Enter] Field name or data type

Values

 Recv. SLoc

0001

 Article

TA04##

Quantity

10

UnE

Car Transfer posting

© SAP AG

C

Post 

IRT340

4-33

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

 MENU:  Merchandise Logistics Inventory management displays Stock Stock overview Field name or data type

Values

 Article

TA04##

Site

T7## !   !  

Environment

Also select special stocks Also select stock commitments

 Program

Execute

2-2 IMG:  Materials Management Inventory Management and Physical Inventory Types Copy, Change Movement Types In the dialog box Field Selection, select movement type Then select from movement type 101 to 101 2-3 Table View

List

Change

Movement

Display

2-2-1 You cannot  enter the reason for movements with the movement type 101 (the field is hidden). 2-2-2 [F1] in field Selection parameter . The selection parameter is used in the search for open purchase orders when recording goods receipt. (Additional info.: WE101 selects all purchase orders that have not yet been delivered completely) 2-2-3 . 2-3

 Allowed Transactions

 IMG:  Materials Management   Purchasing Transport Order 

2-3-1

Purchase Order ### Set Up Stock

 Assign document type, one-step procedure, underdelivery tolerance

T7##, R111 Document type: NB T7##, T2## Document type: UB 2-3-2 If you select the One-step indicator for the combination SPlt and Site, when the goods issue is posted in the distribution center (supplying site), then the goods receipt is posted at the same time in the store (site).

© SAP AG

C

IRT340

4-34

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-3-3

 [Assign delivery type/and checking rule]  [Position...] 

Field name or data type

Values

 Document type

UB

Supplying site

T7##

The delivery type NL (Replenishment dlv.) is used. 2-4

 MENU:  Merchandise logistics Logistics execution  Routes Route Schedule Create

Master Data

Transportation

2-4-1 Field name or data type

Values

Shipping point

R300

 Route schedule

RFP##

[Enter] 2-4-2 Field name or data type

Values

 Description

Route schedule group ##

 Route

R300/1

GI Day

4

GI Time

8:00

[Enter]

2-4-3

© SAP AG

C

Field name or data type

Values

Ship-to party

T1## and T2##

Shp.Cond.

01(for both)

Trans. group

0001(for both)

IRT340

4-35

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-4-4 Extras

Itinerary

Confirm message Are itinerary and route compatible? with [Enter] Ship-to party T1## is assigned itinerary 2 and T2## is assigned 1. For T1##, enter: SpecTT_hours

1

SpecTT_minutes

30

For T2##, enter: SpecTT_hours

2

Go back with the green arrow and choose  Route schedule  Save 2-5

Create a stock transport order 2-5-1  MENU :  Purchasing  Known

Purchase order

Purchase Order

Create

Vendor

Select the stock transport order as a document type Field name or data type

Values

Vendor

T7##

 Purchasing org.

R300

 Purch. group

R30

 [Enter]  Item overview (expand): Field name or data type

Values

 Article

TA03##

 PO quantity

10

 Deliv. date

One week from today

Site

T2##  Purchase order

2-5-2  MENU:  Purchasing

Save

Purchase order   Purchase Order

 Display

Select the tab Shipping  in the item details Shipping point: R300 2-5-3 Loading group: Shp. Cond.:

© SAP AG

C

0002 01

IRT340

4-36

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

2-5-4 You can allocate a shipping condition to a site in the customer data.  MENU: In a second session  Master Data Site data Site Enter T2## [Enter] Goto Customer

Change

Select Shipping and R300/R5/R1 Customer Display The shipping condition is shown in the subscreefield group Shipping. 2-5-5 IMG: Logistics Execution Shipping Basic Shipping Functions  Shipping Point and Goods Receiving Point Determination Assign  Shipping Points Shipping point is R301 for Storage condition 01 Loading group 0002 Site T6## 2-5-6 In the item details for the purchase order, select the tab Shipping  Route: R300/1 2-5-7 In the item details for the purchase order, select the tab Delivery schedule

© SAP AG

C

IRT340

4-37

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Issue Process

Contents: 

Rough workload estimate



Outbound delivery



Wave picks



Picking in Lean WM



Packing



Goods issue

 SAP AG 2003

© SAP AG

C

IRT340

5-1

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Issue Process: Unit Objectives

At the conclusion of this unit, you will be able to: 

Carry out the outbound delivery process for an article from the purchase order receipt in the distribution center to posting the goods issue and make the most important Customizing settings for this process.

 SAP AG 2003

© SAP AG

C

IRT340

5-2

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Course Overview

1

Course Overview

2

Basic Concepts

3

Goods Receipt Process

4 5

Inventory Management

Goods Issue Process

6

Merchandise Distribution

7

Conclusion

 SAP AG 2003

© SAP AG

C

IRT340

5-3

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Goods Issue Process: Business Scenario



In your distribution center you have purchase orders from your stores and customers. You need to organize the outbound delivery of the articles that have been ordered.



To find out what sort of workload to expect, you use the rough workload estimate.

 SAP AG 2003

© SAP AG

C

IRT340

5-4

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Business Process (Example)

Generation Generation of  of  store store POs POs

3

4 Generation Generation of  of  outbound outbound delivery delivery

Uploading Uploading of  of  sales data sales data Store Store sales sales

2

5

6 11

Picking Picking and and goods goods issue issue GR GR at at store store and and labeling labeling

77

Merchandise flow

Store Store sales sales

Information flow  SAP AG 2003

© SAP AG

C

IRT340

5-5

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Rough Workload Estimate: Topic Objectives

At the conclusion of this topic, you will be able to: 

Use the rough workload estimate to obtain an overview of the workload for the coming weeks.



Make the necessary settings to be able to use the rough workload estimate.

 SAP AG 2003

© SAP AG

C

IRT340

5-6

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Shipping: Procedure (Overview) Warehouse order ...

Sales order ...

VZ R001 Datum: 12.3.1998 Lieferungen: 362

Rough workload estimate Company Company Company xyz

Distribution Distribution center  center 

M

Delivery Invoice Invoice

Create outbound deliveries Goods Goods issue issue process process

Process outbound deliveries 

Customer  Customer 

If necessary, create wave picks



Picking



Packing



Goods issue

Store Store

 SAP AG 2003







The outbound delivery document is the central document in shipping. It forms the basis of shipping activities such as picking, packing merchandise and the final goods issue. Before delivery documents are created, you can display a rough workload estimate for the workload that is to be processing in different parts of the shipping process in your system. You can then take necessary action (for example, schedule additional pickers). After creating outbound delivery documents (normally for warehouse orders or sales orders) they can be grouped together with wave picks (= units in shipping to be processed in a specified time interval) if necessary. Picking is then run for the deliveries. They are then packaged if necessary and sent to goods issues.

© SAP AG

C

IRT340

5-7

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Rough Workload Estimate

Resources Resources

Warehouse Warehouse processes processes

 SAP AG 2003

© SAP AG

C

IRT340

5-8

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Rough Workload Estimate

Resources Resources

Warehouse Warehouse processes processes Entry Entry Warehouse no: 030 Analysis period: 02/04 Warehouse process: 2 Merchandise cat.: Document cat.: UoM category: Infostructure S150

Warehouse number: 030 Warehouse process: Picking with goods issue Merch. Cat. Proc.time/hour

Weight 508.10 T

Volume

...

Total

161.25

730.70 m3 ...

Full-price mer.

125.75

363.60 T

512.00 m3

...

Promo. mer.

35.50

144.50 T

218.70 m3

...

 SAP AG 2003







For storage locations (with a corresponding warehouse number) that are connected to the SAP Lean WM, it is possible to do an online display of a rough overview of the workload to be dealt with in these warehouses. You can also carry out the measures required by the workload online (you can, for example, request further picking staff or reserve extra trucks). When the system calculates the workload it takes account of the type of warehouse (high rack storage areas, stack warehouses and so on), the different warehouse processes (see below) in addition to the merchandise features (bulky, small, dangerous goods). To do this, the user calls up the standard analysis 'Rough workload estimate' that reads and processes information from information structure S150. This analysis can be limited to any period of time (today, this week and so on) or to individual warehouse processes, such as: - Goods receipt with putaway - Picking with goods issue - Returns to vendors - Returns to customers/stores You can also enter a merchandise category (standard goods, promotional goods), a document category (such as a warehouse PO, customer request) and a order or issue unit of measure category. The following key figures are updated in the information structure S150: - Processing time - Weight - Volumes - Quantities for the UoM category - Document items/-schedule lines - Packaging material for the packaging material type

© SAP AG

C

IRT340

5-9

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Rough Workload Estimate: Workload Data Update Rough Rough workload workload estimate estimate activated activated

X

Workload data update using Control

• Standard tables

Entire Entire overview overview activated activated X

User -defined tables

Activation for each warehouse operation

Key figure (examples)



Goods receipt

X



Goods issue

X



Returns to vendors

X



Returns to customers/stores X

•• Weight Weight •• Volume Volume •• Number Number of of document document items items •• Quantity Quantity •• Packaging Packaging material material •• Processing Processing time time Workload calculation

 SAP AG 2003





To update the workload, you can use the tables provided in the standard system (S150 and S152) or you can define your own tables. To be able to evaluate the processing time, you have to set up the workload calculation first.

© SAP AG

C

IRT340

5-10

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Workload Calculation

Storage Storage (type) (type)

Warehouse workload

• GI picking • GI packaging • ....

Warehouse Warehouse processes processes

Warehouse process UoM load category

 Assignment of units of measure UoM load category

Logistical load category

Constant Constant (setup) (setup) time time Variable Variable time time per unit of per unit of measure measure

Article Article

DC DC

Log. Log. load load cat. cat.  SAP AG 2003

The workload calculation is controlled by the workload table that is attached to the warehouse and  possibly the storage type as well.  You can set up workload periods for each warehouse number, storage type, unit of measure load category and logistical load category.  The workload times can be either a constant time (set-up time, travel time and so on) or a variable time (quantity-dependent).  The workload times are dependent on three criteria: - The operations describe activities in the warehouse that are relevant to the workload calculation. Several operations form a warehouse process. The warehouse process is derived uniquely from the  productive documents that create workload in the warehouse. - The unit of measure load categories bring together units of measure that lead to the same workload. - Logistical load categories are used to group together articles that require the same workload in terms of handling. 

© SAP AG

C

IRT340

5-11

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr

Outbound Delivery: Topic Objectives

At the conclusion of this topic, you will be able to: 

Create an outbound delivery document and explain its most important functions



Set up automatic determination of the correct picking location for an article

 SAP AG 2003

© SAP AG

C

IRT340

5-12

Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr