Logistics Execution222
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Mastering SAP Logistics Execution SAP ECC 6.0
An ERPtips Mastery Level Workshop
Version 1 – May 2009 An ERPtips Product © Klee Associates, Inc. www.ERPtips.com
Logistics Execution SAP ECC 6.0 SAP Logistics Execution Master
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Introduction
Klee Associates, Inc.
SAP Logistics Execution Contents Introduction .......................................................................................................... 6 Unit 1: Logistics Execution Business Process Overview ................................ 8 DEMO: Good Receipt Process for Inbound Deliveries .................................... 9 Creating Inbound Deliveries ...................................................................... 9 Putaway ................................................................................................... 12 Goods Receipt ......................................................................................... 20 Planning, Monitoring, and Analysis of Inbound Deliveries ...................... 22 DEMO: Warehouse Management Process Overview ................................... 23 Warehouse Activity Monitor .................................................................... 23 Shipping .................................................................................................. 25 Decentralized Warehouse Management vs. Centralized Warehouse Management .................................................................................................. 36 Lean Warehouse Management ..................................................................... 37 Unit 2: Enterprise Structure and Warehouse Structure ................................. 38 Plant ............................................................................................................... 39 Define Plant Configuration Demo and Exercise ...................................... 40 Storage Location ............................................................................................ 46 Define Storage Location Configuration Demo and Exercise .................. 47 Warehouse..................................................................................................... 49 Define Warehouse Configuration Demo and Exercise ........................... 49 Shipping Point ................................................................................................ 53 Define Shipping Point Configuration Demo and Exercise ....................... 54 Storage Type ................................................................................................. 61 Define Storage Type Configuration Demo and Exercise ........................ 61 Storage Section ............................................................................................. 65 Define Storage Sections ......................................................................... 65 Picking Areas ................................................................................................. 66 Define Picking Areas Demo and Exercise .............................................. 67 Storage Bins .................................................................................................. 67 Define Storage Bin Types, Blocking Reasons and Storage Bin Structure Demo and Exercise ................................................................................. 68 Unit 3: Master Data ............................................................................................. 72 Material Master .............................................................................................. 73
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Key Fields in the Material Master ........................................................... 73 Material Master Configuration ....................................................................... 85 Storage Type Indicators .......................................................................... 85 Storage Unit Types ................................................................................. 86 Storage Section Indicators ...................................................................... 86 Special Movement Indicators.................................................................. 87 Create Material Master Demo and Exercise ................................................. 88 Storage Bins .................................................................................................. 94 Create Storage Bins Demo and Exercise ............................................... 94 Quant ............................................................................................................. 96 Displaying Quant Data ............................................................................ 97 Unit 4: Configuration, Basic Functions, and Enhancements ...................... 100 Number Ranges .......................................................................................... 100 Function Modules and Customer Exits ....................................................... 102 Warehouse Controlling ................................................................................ 109 Standard Analysis Demonstration: ....................................................... 114 Standard Analysis Exercise .................................................................. 120 Unit 5: Delivery Processing ............................................................................ 122 Outbound Delivery Document Structure ..................................................... 122 Delivery Structure ................................................................................. 122 Delivery Types ...................................................................................... 137 Delivery Item Categories ...................................................................... 143 Outbound Delivery Processing .................................................................... 153 Sales order processing with deliveries ................................................. 153 Demo and Exercise of Outbound Delivery ........................................... 154 Outbound Delivery Picking .......................................................................... 161 Determining Picking Location ............................................................... 161 Wave Picks ........................................................................................... 163 Unit Summary.............................................................................................. 171 Unit 6: Putaway and Picking Strategies ....................................................... 172 Strategies .................................................................................................... 173 Demo: Configuration Storage Type/Section/Bin Type Searches ......... 184 Exercise: Configuration Storage Type/Section/Bin Type Searches .... 195 Put Away Strategies .................................................................................... 197 Capacity Check ..................................................................................... 197 Demo: Storage Unit Put Away Capacity Check ................................... 198 Standard Put Away Strategies .............................................................. 202
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Introduction
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Demo: Fixed Bin Putaway Strategy Configuration ............................... 204 Exercise: Fixed Bin Put Away Strategy Configuration ......................... 211 Picking (Stock Removal) Strategies ............................................................ 212 Picking (Stock Removal) Strategies ...................................................... 212 Demo: FIFO Picking Strategy Configuration ........................................ 213 Exercise: FIFO Picking Strategy Configuration .................................... 218 Unit 7: Warehouse Activity Monitor ............................................................... 220 Configuration of Warehouse Activity Monitor .............................................. 220 Demo: Warehouse Activity Monitor Configuration ................................ 221 Demo: Warehouse Activity Monitor Job Scheduling ............................. 230 Exercise: Warehouse Activity Monitor Configuration & Job Scheduling236 Navigation and Use of Warehouse Activity Monitor .................................... 239 Exercise: Navigate and Use of the Warehouse Activity Monitor Configuration & Job Scheduling ............................................................ 243 Unit 8: Warehouse Movements ....................................................................... 244 Movements in WM ....................................................................................... 245 Transfer Requirements.......................................................................... 246 Transfer Orders ..................................................................................... 263 Goods Receipts ..................................................................................... 297 Goods Issues ........................................................................................ 307 Stock Transfers ..................................................................................... 315 Posting Changes ................................................................................... 322 Batch Managed Stocks ................................................................................ 327 Material Master Requirements .............................................................. 328 Batch master records ............................................................................ 331 Batch Statuses ...................................................................................... 334 Inventory Management and Batch Management .................................. 335 Batch Classification ............................................................................... 336 Batch Determination .............................................................................. 338 Batch Information Cockpit ..................................................................... 341 Unit 9: Physical Inventory & Cycle Counting ................................................ 342 Physical Inventory types .............................................................................. 342 Annual Physical Inventory ..................................................................... 342 Continuous Physical Inventory .............................................................. 343 Cycle Counting ...................................................................................... 343 Configuration of Physical Inventory ............................................................. 345 Basic Settings for Physical Inventory .................................................... 345
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Introduction
Cycle Counting...................................................................................... 350 Demo and Exercise of Physical Inventory using Cycle Counting Method .. 352 Step 1: Set Cycle Counting indicator in Material Master ...................... 352 Step 2: Activating Physical Inventory Documents ................................ 355 Step 3: Printing Physical Inventory Documents .................................... 358 Step 4: Enter Physical Inventory Results ............................................. 360 Step 5: Process WM Inventory Differences .......................................... 362 Step 6: Clear Inventory Management differences ................................ 364 Unit 10: Interfaces ............................................................................................ 367 Inventory Management................................................................................ 368 Demonstration: Inventory Management Configuration ......................... 368 Production ................................................................................................... 382 Demonstration: Production Configuration ............................................. 382 Demonstration: KANBAN ...................................................................... 386 Exercise: KANBAN ............................................................................... 401
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Introduction SAP Logistics Execution Written by Alexis DeStaffany and Jocelyn Hayes Published by Klee Associates, Inc. Copyright Klee Associates, Inc., 2009 Jocelyn Hayes, Director of Consulting and Training for ERPtips, has over 12 years of SAP experience. She has enjoyed a successful consulting career for a Big 4 firm as well as independently. Jocelyn‟s focus primarily has involved the Logistics modules of SAP, and has also developed ESA Roadmaps using NetWeaver tools, including Visual Composer, XI, Enterprise Portal, and BI. She also led a CRM Business Process Reengineering project Alexis DeStaffany has over ten years of SAP experience and an in-depth knowledge of the Sales and Distribution (SD), Production Planning (PP) and Materials Management (MM) modules within SAP. Her primary focus is continuous process re-engineering in sales, procurement, inventory management and production for customers using SAP to further enhance their enterprises. She has been a functional consultant and team leader in over 10 implementations/upgrades. Alexis has also developed and taught SAP training courses at a technical college.
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Purchase of this book or acquisition at an ERPtips class, constitutes an implied agreement by the purchaser to a limited, license granted to the purchaser by Klee Associates, Inc., specifically for purposes limited to improving your personal knowledge of SAP software which does not in any way compete with Klee Associates. This manual is protected by copyright law, and is sold or is part of an ERPtips class with the following conditions: The manual will be used for your personal professional development. The manual will not be physically copied for distribution to other individuals or converted to an electronic copy for distribution to other individuals, unless copyright permissions for copying have been acquired from Klee Associates, Inc. The manual will not be used to conduct training classes by you or other individuals, without the written permission of Klee Associates, Inc.
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Inclusion of the concepts in this book in any internal client training material is allowed if the source of the concepts is acknowledged as follows:
Copyright 2009 All rights reserved. Used with permission. Klee Associates, Inc.
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Unit 1: Logistics Execution Business Process Overview Logistics Execution covers the areas of Warehouse Management and Inbound Receiving and Outbound Shipping processing.
In this unit, we will cover the following:
DEMO: Good Receipt Process for Inbound Deliveries
Create Inbound Delivery
Putaway
Create Transfer Order
Display Transfer Order
Confirm Transfer Order
Enter Goods Receipt
Planning, Monitoring, and Analysis of Inbound Deliveries
DEMO and EXERCISE: Warehouse Management Process Overview
Warehouse Activity Monitor
Shipping
Delivery Processing
Picking
Goods Issue
Decentralized Warehouse Management vs. Centralized Warehouse Management
Lean Warehouse Management
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Unit 1: Logistics Execution Business Process Overview
DEMO: Good Receipt Process for Inbound Deliveries The Inbound Delivery process allows you to complete multiple steps in the receiving process in advance of the materials actually arriving on your receiving dock. If your vendor sends you a shipping notification, either electronically or manually, you can use this information to create an Inbound Delivery that represents all the items in the expected delivery. The Inbound Delivery details which purchase order, the materials, the quantity of the materials, and the expected delivery date.
The following demo steps detail all the required steps to complete the Goods Receipt process for Inbound Deliveries.
Demo Data: Field
Value
Vendor
5595
Plant
3000
Storage Location
0301
Warehouse
301
Material
101-100
Purchase Order
Create new PO for demo; be sure to enter a confirmation key. Can copy from PO 4500017383.
Creating Inbound Deliveries To create an inbound delivery, follow the menu path: Logistics – Logistics Execution – Inbound Process – Goods Receipt for Inbound Delivery – Inbound Delivery – Create – Single Documents Or, Transaction Code: VL31N
1. On the initial screen, you can enter the vendor number and then click on the button to have SAP search for all purchase orders for that vendor that require a shipping notification.
You must maintain a confirmation key in the Purchase Order, which designates that an Inbound Delivery is expected.
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2. Once you have navigated to the Purchasing Documents selection screen, enter your vendor number(s) and any other pertinent search data to find the POs for which you would like to create an Inbound Delivery.
3. Click
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to be presented with the following list of open Purchase Orders:
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4. Select the Purchasing documents for which you would like to create the Inbound Delivery and click Inbound Delivery.
to copy them into the
5. The Shipping Notification: Create Overview screen appears as shown above. Verify the delivery quantities and remove any lines that are not to be delivered in the shipment. In SAP, the term Shipping Notification and Inbound Deliveries are used interchangeably.
6. Click the Stock Placement tab to view the Plant and Storage Location into which the materials will be received.
Notice that the Storage Location is blank. In the demo, select a plant/storage location that is active for Warehouse Management.
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Once you enter a storage location that is warehouse managed, you will notice the Overall Warehouse Management Status has changed. This concept will be further explained in a later unit.
You will also notice that the Putaway quantity is blank. This will be updated with the actual putaway quantity later in this process.
7. Click the Save icon to save the Inbound Delivery. 8. Record your Inbound Delivery number: 180000110
Putaway The most common method to view items to be putaway is to use the Inbound Delivery Monitor. The Inbound Delivery Monitor can be thought of as a dash board of tasks to be done.
The putaway is done in two steps:
Create Transfer Order
Confirm Transfer Order
Create Transfer Order To search for items to be putaway, execute the Inbound Delivery Monitor using the menu path: Logistics – Logistics Execution – Inbound Process – Goods Receipt for Inbound Delivery – Inbound Delivery – Lists – Inbound Delivery Monitor,
Or, use transaction code VL06i
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1. On the initial screen, click
.
2. A selection screen will display. Enter the selection criteria (in our demo, it will be the Inbound Delivery number) and click the selection.
to display the results of
Be sure to double check the date range and include the delivery date for which the Inbound Delivery was created.
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3. Select the Inbound Delivery for which you would like to create a Transfer Order. You can create the TO in either the foreground or the background. For the demo, we will use the background creation functionality. Click .
4. You will be presented with a pop-up window that asks you to select whether or not to adopt the putaway quantity – select option 1 (screen shot of options provided below).
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5. If a storage unit type is not maintained in the material master (this concept will be further explained in Unit 3 of this manual), you will have to enter a storage unit type shown below. Otherwise, the TO will automatically be generated.
6. Press Enter to save the Transfer Order.
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Depending on how you have configured SAP, creating the transfer order may print put away documents to direct your warehouse users what to put away and where to put it.
Display Transfer Order The transfer order is simply a request to perform a movement in the warehouse. It can either be a request to put away materials, to pick materials, or to move materials within the warehouse.
To display the transfer order, it is easiest to view the document flow from the Inbound Delivery document. To display the Inbound Delivery document, follow the menu path: Logistics – Logistics Execution – Inbound Process – Goods Receipt for Inbound Delivery – Inbound Delivery – Display – Single Document
Or, use transaction VL33N.
1. Enter the Inbound Delivery number as shown below:
2. Click the document flow icon
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to display the document flow:
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3. Select the WMS Transfer Order line and click display the TO.
to
4. You will now see the Transfer Order: Item detail screen:
5. Click
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You have now displayed the Transfer Order you created from the Inbound Delivery. In this scenario, the Transfer Order can be thought of as a 'request to putaway' an inbound delivery.
Confirm Transfer Order The second step in the Putaway process is to Confirm the Transfer Order. Think of this as confirming that you have completed the request (transfer order) to move the material.
To confirm a transfer order, you can either use the Inbound Delivery Monitor (the menu path and transaction code provided in previous step to Create Transfer Order) or follow the menu path to confirm an individual transfer order: Logistics – Logistics Execution – Inbound Process – Goods Receipt for Inbound Delivery – Putaway – Confirm Transfer Order – Via Inbound Delivery Monitor Transaction: VL06iC
1. Enter the Inbound Delivery number on the following selection screen and click
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to execute the transaction or click on
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2. If you clicked on the execute icon, you will need to complete the following screen. Select the inbound delivery and click the button.
Confirm in background
3. You will be presented with the following pop-up screen similar to when you created the transfer order. Select the appropriate selection from the dropdown list and press Enter.
If you want to change the putaway quantity from what was on the original TO, confirm the TO in the foreground and override the quantity.
4. You will receive a notification that the putaway was confirmed successfully.
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Goods Receipt The last step in the Inbound Delivery process is to post the Goods Receipt. At this point, you have put the materials away into stock in the warehouse, but you have to post the goods receipt in Inventory Management to 'synch up' the inventory management stock quantity with the warehouse management stock quantity. This will be described in more detail later in this manual.
You can either use the Inbound Delivery Monitor and select For Goods Receipt as a processing option, use the Collective Processing via Inbound Delivery Monitor transaction, or post the goods receipt directly from the Inbound Delivery. In this demo, we will use the Collective Processing via Inbound Delivery Monitor transaction: Logistics – Logistics Execution – Inbound Process – Goods Receipt for Inbound Delivery – Post Goods Receipt – Collective Processing via Inbound Delivery Monitor Transaction: VL06iG
1. On the following screen, enter the Inbound Delivery number. You can either execute the transaction and be presented with a list of Inbound Delivery for which to post the goods receipt, or you can click on .
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2. In this demo, we chose to execute the transaction and were presented with the following screen:
Select the delivery and click
.
3. You will be presented with a pop-up box asking you for the actual goods receipt date. You will usually leave the default of the current date and press Enter.
4. You will receive a message on your screen that the Post Goods Issue was successful.
The last item to show once the Inbound Delivery process is complete is the document flow:
Display Doc Flow:
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Planning, Monitoring, and Analysis of Inbound Deliveries We have utilized the Inbound Delivery Monitor in the previous demo. The Inbound Delivery Monitor represents a powerful tool that will help you answer the following questions:
For which deliveries am I expecting a receipt?
Which deliveries are in process?
Which materials have the largest volume of transactions?
Which deliveries are past due?
Which deliveries are due from a specific vendor?
The following screen shot displays the options when using the Inbound Delivery Monitor (transaction VL06i):
You can also create variants when executing the Inbound Delivery monitor, which allows you to define criteria for which you frequently run the reports.
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DEMO: Warehouse Management Process Overview In this demo, and subsequent exercise, we will perform the following steps to complete an Outbound Picking Process:
1. Display the Warehouse Activity Monitor 2. Run the Delivery Due List and Create a Delivery 3. Pick a delivery
Create Transfer Order
Confirm Transfer Order
4. Pack a delivery 5. Create a Handling Unit 6. Post Goods Issue for a delivery
Demo Data: Field
Value
Shipping Point
3000
Plant
3000
Storage Location
0301
Warehouse
301
Material
LES-252
Customer
100216
Sales Order
12159 (Can copy this sales order and create a new sales order for demo)
Warehouse Activity Monitor The Warehouse Activity Monitor provides similar functionality to the Inbound Delivery Monitor. It allows you to do the following:
Monitor Warehouse processes
Display errors that occurred during warehouse activities
Functions to help correct errors that occurred in the warehouse
Most activities that are to occur in the warehouse are set to occur in a specified time period. If activities exist that have not occurred and are past due, the Logistics Execution SAP ECC 6.0
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warehouse activity monitor will allow you to search for those activities and take action. For example, if you use paper pick lists, it is possible that one was dropped and went unnoticed. Viewing the warehouse activity monitor will show that the pick was never performed and allow you to reprint the pick ticket.
The Warehouse Activity Monitor will allow you to display:
Unconfirmed Transfer Orders
Open Transfer Requirements
Open Posting Change Documents
Open Deliveries
Negative Stocks
Stock in Interim Storage Locations
Critical Stocks in Production
To execute the Warehouse Activity Monitor, follow the menu path: Logistics – Logistics Execution – Information System – Warehouse – Warehouse Activity Monitor Or, transaction code: LL01 1. On the initial screen, enter the warehouse number and click Execute. Leave Variant blank for now, we will cover that functionality in a later unit.
2. Enter your selection criteria on the selection screen and click
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Execute.
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3. The following displays the output of the Warehouse Activity Monitor:
Shipping The shipping process includes the following steps:
Delivery Processing
Picking
Packing
Goods Issue
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Delivery Processing The shipping process starts executing, or running, the Delivery Due List. The Delivery Due List will show all orders due for delivery within a specified time period. The Delivery Due list can be run with multiple transactions, which will be covered in a later unit. We will run it for Sales Order Items.
To run the Delivery Due List, follow the menu path: Logistics – Logistics Execution – Outbound Process – Goods Issue for Delivery – Create – Collective Processing of Documents Due for Delivery – Sales Order Items Or, transaction code: VL10C (sales order 12519) 1. Run the delivery due list with the following selection parameters and click :
2. Select the sales orders due for delivery and click the deliveries in the background.
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to create
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3. To view the delivery that was created, you can either view the collective processing log, or view the delivery from the sales order. In the demo, we will view the delivery from the sales order document flow. Go to transaction VA03 – Display Sales Order and enter the sales order number. Click on the document flow
icon.
4. Click on the delivery document and then click on the icon.
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5. The following screen provides an overview display of the delivery. To navigate to the Item detail, double-click on the Material number field.
6. The following screen displays the Item details:
Notice that this delivery item requires a WM transfer order, it is not yet picked, and it will be picked from Plant 3000, Storage Location 0301, and Warehouse 301. The configuration for the determination of these fields will be discussed in a later unit of this manual.
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Display Transfer Requirement A transfer requirement is created in the background for every Inventory Management transaction that is for a storage location that is managed using warehouse management. For example, a transfer requirement is created in the following situations:
A goods receipt has been posted, but materials have not yet been put away.
A goods issue has been posted, but materials have not yet been removed.
Replenishment requests to place inventory into fixed bins have not been executed.
A staging request for production materials has not been completed.
To display a transfer requirement, follow the menu path: Logistics – Logistics Execution – Internal Whse Processes – Transfer Requirement – Display – Single Or, transaction code: LB03
Picking Picking is the next step in the Delivery process. The Outbound Delivery Monitor provides a tool to display all the deliveries due for picking. It is also possible to create Wave Picks in SAP, which will be covered in the Deliveries unit of this manual. In this demo step, the first section will create the Transfer Order, and the second step will confirm the Transfer Order.
CREATE TRANSFER ORDER: To run the Outbound Delivery Monitor, follow the menu path: Logistics – Logistics Execution – Outbound Process – Outbound Delivery – Lists and Logs – Outbound Delivery Monitor Or, transaction code: VL06o
1. Once you arrive at the Outbound Delivery Monitor dashboard, select the option.
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2. Enter your selection criteria on the following screen and click
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3. You will be presented with a list of deliveries ready to be picked. You can either select all, or select only the deliveries you wish to pick. Once you have made your selections, click the Transfer Orders.
icon to create the
4. The following box will pop up to set parameters for creating the Transfer Order:
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5. After you have pressed Enter, you will receive a confirmation message that the transfer order has been created. The transfer order is the request to the warehouse to pick the items from the warehouse. Typically, a pick list prints when you create a transfer order.
CONFIRM TRANSFER ORDER: The next portion of the picking process is to confirm the transfer order. Confirming the transfer order is telling SAP that you have picked the item from the bin location and are now ready to ship the goods.
We will confirm the transfer order using the Outbound Delivery Monitor. Logistics – Logistics Execution – Outbound Process – Outbound Delivery – Lists and Logs – Outbound Delivery Monitor Or, transaction code: VL06o
6. Once you arrive at the Outbound Delivery Monitor dashboard, select the option.
7. Select the Shipping Point and click Execute to view the Transfer Orders waiting for confirmation:
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8. Select the deliveries for which you would like to confirm the transfer order and click the Confirm in background icon . You can also select Confirm in foreground if you need to modify the actual picked quantity.
9. If you selected Confirm in background, you will receive the following pop-up box asking if you would like to adopt the pick quantity. Select option 1 if you would like to include the picked quantity in the delivery. Press Enter to confirm the transfer order. You will receive a confirmation message that the pick was confirmed successfully.
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Goods Issue The Goods Issue occurs when the materials are to be deducted from stock. This can occur when the parcel delivery company picks up the goods to be shipped to your customer, or they can be issued when your own delivery trucks drop them off at the customer location.
In this demo, we skip a couple of steps that may or may not occur in your company's business process, such as packing the materials into a box, or transferring them to a truck that will ultimately deliver the goods to your customer.
We will use the Outbound Delivery Monitor transaction to perform the Goods Issue. It is also possible to perform the Goods Issue directly from the Delivery document.
To run the Outbound Delivery Monitor, follow the menu path: Logistics – Logistics Execution – Outbound Process – Outbound Delivery – Lists and Logs – Outbound Delivery Monitor Or, transaction code: VL06o
1. Once you arrive at the Outbound Delivery Monitor dashboard, select the option.
2. Select the Shipping Point and click the Execute icon to display a list of deliveries ready to be issued out of stock:
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3. Select the deliveries for which you would like to post the goods issue and click
.
4. You will receive the following pop-up box requesting you enter the Goods Issue date:
5. You may leave the default date (current date) and press Enter. You will receive a confirmation message that says your Goods Issue was successful.
You have successfully completed the Outbound Delivery process.
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Decentralized Warehouse Management vs. Centralized Warehouse Management Decentralized Warehouse Management refers to using SAP as a standalone WMS or using another system as your WMS and SAP as your ERP.
If SAP is your WMS, you will run the warehouse tasks from SAP, such as storage bin management, inventory management at storage bin level, picking, packing, and creating shipping documents.
If SAP is your ERP system, but not your WMS, you will perform Inventory Management and valuation, Purchasing, Sales, and Shipping in SAP.
Therefore, in a decentralized system, the WMS system of record controls the movements within the warehouse, and the ERP system controls the buying, selling, and valuing of the goods.
A centralized warehouse management scenario is one in which SAP handles both the ERP and WMS tasks. Of course, this is the recommended solution from SAP.
If you chose to not use SAP as the WMS, read through the documentation in the Implementation Guide very carefully, as there are many interfaces to consider. The configuration can be found in the IMG here: Logistics Execution – Decentralized WMS Integration
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Lean Warehouse Management SAP offers functionality that allows you to perform many of the inbound and outbound delivery processes, such as picking and using the outbound delivery monitor, without implementing 'full-blown' warehouse management. When people refer to 'full-blown' WM, they are often referring to managing your materials down to the bin level.
SAP allows you to still create transfer orders, and confirm them, reprint the pick lists, and split transfer orders to distribute the picking load.
To set up a new warehouse that uses Lean WM, you must configure a new storage location and assign it to a new warehouse and you must set up a picking storage type and a shipping area for deliveries.
The configuration for Lean WM is found in the IMG here: Logistics Execution – Shipping – Picking – Lean WM
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Unit 2: Enterprise Structure and Warehouse Structure The Enterprise Structure is often the first area to define when implementing your SAP solution.
As you configure your solution, you may need to adjust the Enterprise Structure you defined early in your project.
Definitions for many of the Enterprise Structure settings appear in this section because they are all used in some way in Logistics Execution, even though not all of them fall specifically under the LE module.
The Enterprise Structures are:
Plant
Storage Location
Warehouse Number
Shipping Point
The warehouse structures covered in this unit are the structures that describe the physical areas of your warehouse with the exception of the actual storage bins. The warehouse structures described in this unit are configured in the IMG, whereas the storage bins are actually master data in SAP. We will cover storage bins in Unit 3.
The Warehouse structures are:
Storage Type
Storage Section
Picking Areas
Storage Bins
In each section of this Unit, the instructor will demo the configuration and the students will then perform the exercise by creating their own Enterprise and Warehouse structures.
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Plant Many considerations exist when determining what to call a „plant‟ in a company. Think of a Plant as a physical location – it does not have to produce or store anything. The Delivery Address that appears in the Purchasing documents comes from the Plant. So, if you have goods delivered to a different address, consider setting up another Plant.
The address can be maintained in the Storage Location or the Plant.
You can have more than one plant represent the same physical site; for example, if you need to divide it up for other reasons, like having different MRP and forecast data. Also, materials may be valuated either at the company code or plant level; so, if you need to segregate material valuation, you can create multiple plants for that purpose. Would a sales office or administrative office be set up as a Plant as well?
Ask yourself the following questions before deciding whether to create one or multiple plants:
1. Do your materials need different MRP and forecast data? 2. Do your materials require different valuation methods? 3.
Do you ship from or to more than one physical location?
Here‟s how a plant relates to other organizational elements:
The plant is assigned to only one company code.
A company code can have several plants.
Multiple storage locations can belong to a single plant.
A single business area is assigned to a plant and to a division. Division will be defined when we cover the Sales area enterprise structure.
A plant can be assigned to several combinations of sales organizations and distribution channels.
A plant can have several shipping points. Shipping points will be defined when we cover the Sales and Distribution enterprise structure.
A shipping point can be assigned to several plants.
The configuration for Plants shown here is maintained in the IMG:
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Enterprise Structure Definition Logistics-General Define, copy, delete, check plant
The assignment of plants to company codes is maintained here: Enterprise Structure Assignment Logistics-General Assign plant to company code
The following illustrations show the right and wrong ways to associate a plant to company codes.
Company SP01
Plant 1000
Company SP01
Plant 2000
Company SP02
Plant 1000
Define Plant Configuration Demo and Exercise Note: To access the Implementation Guide (IMG), execute Transaction Code SPRO and click on
.
To configure a new Plant, follow these steps: 1. Navigate to the IMG and execute the following transaction:
Transaction Code: (no unique transaction code, must use menu) Enterprise Structure Definition Logistics-General Define, copy, delete, check plant
A pop-up box appears with the instruction: “Perform the activities in the specified order”
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The first step is to click on Copy, delete, check plant, then click on .
2. On the following screen, click on the copy
icon:
3. You will receive the following pop-up. Enter the following information:
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Field
Value
From Plant
3000
To Plant
XX00 (where XX is the number assigned to you by the instructor)
4. Once you have entered the 'from' and 'to' plant, you will receive the following confirmation screen:
Click the back
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button to navigate back to the following screen:
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5. Choose the Define Plant activity and click
.
6. Click the button on the screen and enter your plant number. Press Enter. Your cursor will be positioned on your plant.
7. Select the line with your plant and click the Display
icon.
8. Change Name 1 and Name 2 on the following screen:
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9. Click on the Address icon to navigate to the Address Maintenance screen. Enter Name 1, Name 2, and the address information for your plant.
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Click
and click
to save your entries.
To assign your Plant to a Company Code, follow these steps: 1. Follow the transaction path in the IMG: Enterprise Structure Assignment Logistics-General Assign plant to company code OR Transaction Code: OX18
2. Click on the
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3. Enter Company Code 3000 and your Plant, click
, and save
.
Make sure you select your Plant and not one assigned to another student.
You have now assigned your Plant to a Company Code.
Storage Location Within a plant, you can have multiple storage locations. A storage location is where stock is physically kept in a plant. You must always create at least one storage location for a plant, whether you are storing inventory there or not.
The address for a storage location is only used for internal purposes and does not appear on purchasing documents. (An address on a purchasing document comes from the Plant field.)
You carry out physical inventory at the storage location level. Stocks are managed by quantity at the storage location and by value (also called the valuation level) at the plant or company code level.
If you use Warehouse Management (WM), you can assign one or more storage locations to a warehouse. Note: The quantity of the inventory exists at the storage location level, the value is at the plant level, and the physical location of the inventory is at the Warehouse/Storage Type/Storage bin level.
Finally, you must create at least one storage location for a plant, whether you are storing inventory there or not.
Ask yourself the following questions to help determine how to set up your storage locations: 1. How do you want to perform physical inventory? 2. How will you assign storage locations to warehouses? 46
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The following relationships apply to Storage Locations within the Enterprise Structure:
More than one storage location can exist in a plant.
A storage location has at least one address.
Stock is managed at the storage location level.
Physical Inventory is carried out at the storage location level.
A storage location can be assigned to one or many warehouses.
At least one storage location must be created for a plant.
The configuration for Storage Locations is maintained in the IMG here: Enterprise Structure Definition Materials Management Maintain Storage Location
The ways to associate a storage location to plants are shown in the following illustration.
Plant 1000
Plant 2000
Plant 1000
Plant 2000
Food Mart
Food Mart
Food Mart
Food Mart
Storage Location 0010
Storage Location 0020
Storage Location 0010
Storage Location 0020
Define Storage Location Configuration Demo and Exercise To configure a new Storage Location for your Plant, follow these steps: 1. Navigate to the IMG and execute the following transaction: Transaction Code: OX09 Enterprise Structure Definition Materials Management Maintain Storage Location
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When you create a Storage Location, you will be prompted for the Plant for which you are creating the Storage Location.
2. Enter your Plant and click
.
. Field
Value
Plant
XX00 (where XX is the number assigned to you by the instructor)
3. Click on the Field
Value
Storage Location
00XX (where XX is the number assigned to you by your instructor)
Description
Storage Loc XX (where XX is the number assigned to you by your instructor)
4. Click
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icon. Enter values based on this table:
to save your Storage Location.
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You can maintain an address that is different than the address of the plant by selecting your Storage Location and double clicking on Addresses of Storage Locations. However, you will need to work with your development team to ensure this address overrides the address of the Plant on transfer documents, purchasing documents, and any other documents on which you print the physical address.
Warehouse The combination of Warehouse Number plus Storage Type and Storage Bin represents the physical location of the stock item.
Not all companies use Warehouse Management (WM), but if you store and pick stock, you should implement WM. WM allows you to define a precise physical location within your warehouse where you store a particular item.
Ask yourself the following questions when determining how to set up your warehouse numbers:
1. Do you have more than one physical location? 2. Do you have different storage strategies for different materials?
The following list shows how Warehouse Number relates to other enterprise elements:
Warehouse Number contains descriptive text, not an address.
Stock quantities, not values, are managed within a warehouse.
You cannot assign multiple storage locations to the same plant warehouse number.
Define Warehouse Configuration Demo and Exercise To configure a new Warehouse for your Plant, follow these steps: 1. Navigate to the IMG and execute the following transaction:
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Enterprise Structure Definition Logistics Execution Define, copy, delete, check warehouse number
2. Select the activity Copy/delete/check warehouse number and click .
3. On the following screen, click the copy
icon:
4. Enter the Copy From and Copy To warehouse according to the following table and press Enter:
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Field
Value
From Warehouse no.
301
To Warehouse no.
YXX (where XX is your group number assigned by the instructor)
5. You will receive the following confirmation that the warehouse has been copied:
6. Click the back
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7. Select the Define warehouse number activity and click
.
8. Click the button on the screen and enter your warehouse number. Press Enter. Your cursor will be positioned on your warehouse.
9. Select the line with your plant and change the description of the warehouse to include your XX group number:
10. Save your changes.
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To assign your new warehouse to a plant and storage location, follow these steps: 1. Navigate to the IMG and execute the following transaction: Enterprise Structure Assignment Logistics Execution Assign warehouse number to plant/storage location
2. Click
and enter the following:
Field
Value
Plant
XX00
Storage Location
00XX
Warehouse
YXX
3. Save your entries.
Shipping Point Shipping Point is a required field to determine the type of shipping and location from where shipping is to occur.
The following illustrates how Shipping Point interacts with other organizational elements:
You can assign a single shipping point to several plants.
Delivery initiates from a single shipping point, so all items within a delivery can belong to only one shipping point.
A shipping point has an address.
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The Shipping Point is determined by the combination of plant, loading group, and shipping condition.
Shipping Point is the key selection criteria when processing deliveries from the Delivery Due List and the Outbound Delivery Monitor.
Define Shipping Point Configuration Demo and Exercise To configure a new Shipping Point for your Plant, follow these steps: 1. Navigate to the IMG and execute the following transaction: Enterprise Structure Definition Logistics Execution Define, copy, delete, check shipping point
2. Select the activity Copy, delete, check shipping point and click .
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3. Click the Copy
icon:
4. Enter the Copy From and Copy To shipping point according to the following table and press Enter:
Field
Value
From Shipping Point
3000
To Shipping Point
SPXX (where XX is the group number assigned to you by the instructor)
5. You will receive the following confirmation:
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6. Click the Back
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7. Select the Define shipping point and click
.
8. Click the button on the screen and enter your shipping point. Press Enter. Your cursor will be positioned on your shipping point.
9. Select the line with your shipping point and change the description of the shipping point to include your XX group number:
Click on the Details
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10. Click on the address icon and update the address information to match the address of the plant you entered in the previous exercise:
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11. Save
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your data.
To assign your new shipping point to your plant, follow these steps: 1. Navigate to the IMG and execute the following transaction: Enterprise Structure Assignment Logistics Execution Assign shipping point to plant
2. Scroll down to your plant and verify your shipping point is assigned to your plant:
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The shipping point is already assigned to your plant because you copied the shipping point from one that was already assigned to your plant (Shipping Point 3000). If you had created the shipping point directly, not using the copy function, you would have had to assign it on this screen. If you want to remove a shipping point that was automatically assigned to your plant, you will first have to remove the picking area assignments from the shipping point. This is done via the following IMG menu path: Shipping – Picking – Determine Picking Locations – Assign Picking Locations
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Storage Type Storage Type represents a physical or logical storage area that has one or more storage bins. Common storage types include:
Goods Receipt Area
Goods Returns Area
Picking Area
High Rack Storage Area
Storage type data stored on the material master include storage bin stock – min/max quantities and replenishment quantities.
Storage Type has the following features:
It has a short description, not an address.
Physical Inventory is executed at the storage type/storage bin level
Interim storage bins can be used for goods in movement
Define Storage Type Configuration Demo and Exercise To configure a new Storage Type for your Warehouse, follow these steps: 1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Master Data Define Storage Type
2. Click the button and enter your warehouse number. You will see the storage types have already been created. They were copied when you created the warehouse.
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3. Select one of the storage types and navigate to the details by clicking the Details
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The following table describes the use of some of the key fields to be maintained for the Storage Type:
Field
Description
SU mgmt active
Storage unit management allows you to manage your stock at another level a detail called the storage unit. A storage unit can be a box or another method of storing your materials.
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Field
Description
Putaway Strategy
The following putaway strategies are available in standard SAP:
We will cover putaway strategies in more detail in a later unit. Stock placement requires confirmation
When placing materials into bins in this storage type, you can require the transfer order be confirmed.
SUT check active
Selecting this checkbox requires that the Storage Unit type is specified .
Addn to stock
It is possible to either allow addition to existing stock, or not allow it.
Block upon Stock placement
It is possible to automatically block a storage bin within the storage type when you place stock into it. You will then have to unblock the material to be able to pick them.
Stock removal strategy
The following stock removal strategies are available in standard SAP:
We will cover stock removal strategies in more detail in a later unit. Stock removal requires confirmation
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Works the same as 'putaway requires confirmation'.
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Field
Description
Execute zero stock check
Once SAP indicates that a storage bin has zero stock, it will trigger a zero stock check where a user must confirm the bin is indeed empty. The bin cannot be used until that confirmation is performed.
4. Since the storage types are already created for your warehouse in this demo/exercise, simply review the entries and exit the transaction.
Storage Section A storage section is a logical grouping of storage bins within a storage type. It is used to group together storage bins that have similar usage for the purpose of putting stock away.
It is not mandatory to divide a storage type into storage sections. If you have high moving bins (maybe those lower to the floor) and lower moving bins (ones that may require a fork lift or ladder to reach), it may be wise to create storage sections.
Define Storage Sections To configure new Storage Sections for your Warehouse Storage Types, follow these steps: 1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Master Data Define Storage Sections
2. If you copied your warehouse from a warehouse that had storage sections already defined, there will already be entries for your warehouse/storage type as shown below:
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3. Create any new entries you would like and save them. Otherwise, simply review the storage sections that have been created.
4. Since the storage types are already created for your warehouse in this demo/exercise, simply review the entries and exit the transaction.
Picking Areas Where a storage section is used for putting away materials, a picking area is used for removal of materials from storage bins. A picking area represents a group of storage bins that has picking carried out in a similar method.
Pick lists can be generated by picking areas to even out the load of the pick and allow multiple warehouse people to pick from the bins simultaneously. You must also define if transfer orders for individual deliveries can be split based on the picking areas.
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Define Picking Areas Demo and Exercise To configure new Picking Areas for your Warehouse Storage Types, follow these steps: 1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Master Data Define Picking Areas
2. If you copied your warehouse from a warehouse that had picking areas already defined, there will already be entries for your warehouse/storage type. In the demo, we copied from a warehouse that had picking areas defined, so we will review them here:
3. After reviewing the picking areas, exit the transaction.
Storage Bins The storage bin represents the smallest space in a warehouse. It is where the inventory physically resides. It represents a physical 'coordinate' in the warehouse. For example, if you have rows, shelves, and shelf positions in your warehouse, the bin may represent row 1, shelf 4, position 2, and you may call it storage bin 01-04-02.
You assign each storage bin to a warehouse, storage type, and storage section. You also define characteristics of the bin such as maximum weight, dimensions, and its type (small pallets storage, tub storage).
When developing your putaway strategies, you define which storage unit type is put away into which storage bin types.
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Storage Bins are actually master data in SAP. But first, you must configure the following before creating storage bins:
Storage Bin Types
Blocking Reasons
Storage Bin Structure
Define Storage Bin Types, Blocking Reasons and Storage Bin Structure Demo and Exercise Storage bin types allow you to break your storage bins down into groups – like large storage bin, small storage bin, etc. During the execution of the putaway strategy, SAP will select an appropriate storage bin type and storage unit type for your materials.
You can also block your storage bins. When you block your storage bin, you enter a blocking reason. You can configure custom blocking reasons to designate why you have blocked a storage bin.
You also have to define the storage bin structure.
To configure new Storage Bin Types for your Warehouse, follow these steps: 1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Master Data Storage Bins Define Storage Bin Types
2. If you copied your warehouse from a warehouse that had storage bin types already defined, there will already be entries for your warehouse. In the demo, we copied from a warehouse that had storage bin types defined, so we will review them here:
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3. After reviewing the storage bin types, exit the transaction.
To configure Blocking reasons for your storage bins, follow these steps: 1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Master Data Storage Bins Define Storage Blocking Reasons
2. If you copied your warehouse from a warehouse that had blocking reasons already defined, there will already be entries for your warehouse. In the demo, we copied from a warehouse that had blocking reasons defined, so we will review them here:
3. After reviewing the blocking reasons, exit the transaction.
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To configure your storage bin structure for your Warehouse, follow these steps: 1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Master Data Storage Bins Define Storage Bin Structure
2. If you copied your warehouse from a warehouse that had a storage bin structure already defined, there will already be entries for your warehouse. In the demo, we copied from a warehouse that had a storage bin structure defined, so we will review them here:
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3. After reviewing the storage bin structure, exit the transaction.
In Unit 3, we will create the Storage Bins for your warehouse since it is actually master data.
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Unit 3: Master Data In this unit, we will cover the following Master Data and Master Data configuration used to support the Logistics Execution module:
Material Master
Material Master Configuration
Storage Type Indicators
Storage Unit Types
Storage Section Indicators
Special Movement Indicators
Create Material Master Demo and Exercise
Storage Bins
Quant
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Unit 3: Master Data
Material Master The purpose of the Material Master in Materials Management is to define how the material is to be handled in the various modules of SAP, such as Materials Management, Sales and Distribution, Production Planning,and Accounting, to name a few.
This unit covers the following lessons about the Material Master:
Definitions of key fields in the Material Master
How to configure the Material Master
A demonstration and exercise to configure the key fields in the Material Master – those required to perform Materials Management transactions
Key Fields in the Material Master The Material Master is a set of many views, sometimes referred to as User Departments that ultimately define how the material is to be handled in SAP. Views are represented by tabs across the top of the Display Material screen. Views in the material master include:
Basic Data 1
Purchasing
MRP 1
MRP 2
MRP 3
MRP 4
Forecasting
General Plant Data Storage 1/2
Warehouse Management
Plant Stock
Storage Location Stock
This section of Logistics Execution training provides detailed information about the key fields needed to complete the many business processes handled in the Logistics Execution module.
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Data for the Demonstration: Menu Path: Materials Management Materials Management Material Master Display Immediately Transaction Code: MM03
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Field
Value
Material
LES-252
Plant
3000
Storage Location
0301
Warehouse
301
Storage Type
005
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Basic Data 1 View: The Basic Data 1 View provides information that is relevant across all Organizational Units and SAP Modules.
Basic Data 1 Key Fields: Field
Use
Description
The Description field defines the material This field is searchable, but be warned! It is case sensitive! SAPTip
If you are using a version of SAP below ECC 6.0, the Description field is case sensitive, a good tip is to enter all of your descriptions in CAPITAL LETTERS ONLY.
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Field
Use
Base Unit of Measure
How the material is measured Warning! You can never change the base unit of measure for the material. SAPTip
You can, however, maintain an alternate base unit of measure on the Additional Data screen, which allows you to maintain conversion factors – like from metric to English units. Material Group
The Material Group field lets you narrow the search for a particular material and you can produce reports based on the Material Group to report on use of certain material groups, consumption, values, etc. Configuration of material groups are found in the IMG here: Logistics-General Material Master Settings for key fields Define Material Group
Division
Division represents a group of materials and services, which belongs to a company division. For example, a car company may have a division representing each of their lines of automobiles or each of their types of automobiles (truck, sedan, etc.) Configuration of Divisions can be found in the IMG here: Logistics-General Material Master Settings for key fields Define Divisions
X-plant matl status
From this drop down, you can select from a list of restrictions how the material is purchased or placed in inventory. Setting this field on the Basic Data screen locks the status of the material across all plants. (The Purchasing view has a different field to set material status at the plant level.) During configuration, you can set whether the user receives a warning or error message, if the status is set and active. Configuration of cross-plant material status can be found in the IMG here: Logistics-General Material Master Settings for key fields Define Material Statuses
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Field
Use
Valid from
The Valid from field is the date from which the X-plant matl status field setting is valid.
GenItemCatGroup
Used for sales document processing, the general item category group determines the item category to which the material is assigned.
Authorization Group
Entering an authorization group code allows you to restrict access to materials. The codes can be created in configuration and you have your Security Administrator assign the codes to users when setting up their access to Material Masters.
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General Plant Data Storage 1 View: The General Plant Data Storage views are maintained for a Plant and Storage Location. The data on this view describes how the material is stored in the Plant and Storage Location.
General Plant Data Storage 1 Key Fields:
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Field
Description
Picking area
Picking area defined here is used when you run Lean WM. If you are implementing full WM, you will maintain the picking area on the Warehouse Management view.
Storage conditions
SAP uses storage conditions to determine the picking storage locations in combination with the shipping point and plant.
CC phys. Inv. Ind.
The cycle counting indicator defines how often the material is to be counted using the cycle counting technique of physical inventory. The cycle counting indicator can either be manually set or you can allow SAP to set it based on usage. Higher volume moving items will be counted more often.
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Field
Description
CC fixed
Selecting the CC fixed indicator will prevent SAP from overriding the cycle counting indicator (the previous field), when running the cycle counting indicator update program.
General Plant Data Storage 2 View:
General Plant Data Storage 2 Key Fields: Field
Description
Weight/Volume
The values in this section will assist SAP in determining if the material can fit in specific spaces or boxes.
Stock determ. Group
The combination of the stock determination group and stock determination rule set at the plant level define the stock determination strategy.
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Warehouse Management 1 View:
Warehouse Management 1 Key Fields:
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Field
Description
WM unit
The unit of measure used for warehouse management activities for this material.
Picking storage type
This field is misleading. It is actually not used for transfer orders. Rather, it is used in rough-cut planning and detailed planning.
Stock Removal
This indicator is a component in determining the stock removal storage type.
Stock placement
This indicator is a component in determining the stock removal storage type.
Storage Section Ind.
This indicator is a component in determining the stock removal storage section.
Bulk storage
The bulk storage indicator assists in determining how bulk materials are to be put into stock (stacked, positioned).
Special movement
Use the special movement indicator in conjunction with the warehouse management movement type to drive the material to an alternate storage type.
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Field
Description
2-step picking
Setting this indicator marks the materials to be picked using the 2-step picking process.
Allow addn. to stock
Defines that a material can be added to a bin that has the same material already in it.
Warehouse Management 2 View:
Warehouse Management 1 Key Fields: Field
Description
LE quantity
Loading equipment quantity defines how a material is to be packed onto a pallet when placing it into stock
Un
The unit of measure of the LE quantity.
SUT
The storage unit type of the LE quantity.
Storage Bin
If you want to have a fixed bin for the material, enter the storage bin here.
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Field
Description
Picking Area
The picking area groups together storage bins for the purpose of picking, similar to how a storage section groups bins for the purpose of putaway. The field is used in rough workload planning.
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Plant Stock View: The Plant Stock view displays the quantities of the stock and stock type in inventory.
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Storage Location Stock View: The Storage location stock view displays the quantity and type of stock in the storage location.
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Material Master Configuration In this section, we will cover the following configuration that supports the material master fields relevant to Logistics Execution.
Storage Type Indicators
Storage Unit Types
Storage Section Indicators
Special Movement Indicators
Storage Type Indicators Storage Type Indicators allow you to set up an order of priority when selecting a storage type for putaway or picking.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Master Data Material Define Storage Type Indicators
2. If you copied your warehouse from a warehouse that had storage type indicators already defined, there will already be entries for your warehouse. In the demo, we copied from a warehouse that had storage type indicators defined, so we will review them here:
3. After reviewing the storage type indicators, exit the transaction.
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Storage Unit Types Storage Unit Types provide a mechanism to define various types of containers in which you store your materials (boxes, pallets, etc.).
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Master Data Material Define Storage Unit Types
2. If you copied your warehouse from a warehouse that had storage unit types already defined, there will already be entries for your warehouse. In the demo, we copied from a warehouse that had storage unit types defined, so we will review them here:
3. After reviewing the storage unit types, exit the transaction.
Storage Section Indicators Storage Section Indicators allow you to classify your materials with some basic characteristics to group them together and define storage type searches based on this classification. Some examples of this classification may be bulk items or fast moving items.
1. Navigate to the IMG and execute the following transaction:
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Logistics Execution Warehouse Management Master Data Material Define Storage Section Indicators
2. If you copied your warehouse from a warehouse that had storage section indicators already defined, there will already be entries for your warehouse. In the demo, we copied from a warehouse that had storage section indicators defined, so we will review them here:
3. After reviewing the storage section indicators, exit the transaction.
Special Movement Indicators Special Movement Indicators allow you to define a different movement type and different interim storage types to be used when a material master is created with a special movement indicator.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Master Data Material Define Special Movement Indicators
2. If you copied your warehouse from a warehouse that had special movement indicators already defined, there will already be entries for your warehouse. In the demo, we copied from a warehouse that had special movement indicators defined, so we will review them here:
3. After reviewing the special movement indicators, exit the transaction.
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Create Material Master Demo and Exercise In this section, the instructor will complete a demo of how to create a material master and the students will then complete an exercise to create a material master.
Data for Demo and Exercise: Field
Value
Material
Industry Sector
M
Material Type
HAWA – Trading Goods
Plant
XX00
Storage Location
00XX
Warehouse
YXX
Storage Type
005
Copy From Material
LES-252
Copy From Plant
3000
Copy From Storage Location
0301
Copy From Warehouse
301
Copy From Storage Type
005
1. To create a material master follow the menu path: Logistics – Logistics Execution – Master Data – Material – Material – Create – Immediately Transaction Code: MM01
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2. Press Enter and select the views on the following two screens:
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3. Press Enter and select the following organizational levels:
4. Press Enter and modify the fields according to the following screen and table:
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Field
Value
Material Description
Add your Group Number to the description
5. Press Enter to navigate to the next view, Purchasing, and leave the copied fields.
6. Press Enter to accept the copied values on the next two views, Plant data/stor 1 and 2.
7. Press Enter to navigate to the Warehouse Management 1 view. Complete the fields as described in the screen shot and table below:
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Field
Value
Picking storage type
005
Stock Removal
FIX
Stock Placement
FIX
Storage Section Ind.
002
8. Press Enter to navigate to the Warehouse Management 2 view. Complete the fields as described in the screen shot and table below:
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Field
Value
LE Quantity
1000
Un
EA
SUT
BX1
Maximum bin quantity
1000
Replenishment quantity
200
9. Press Enter through the Accounting view and click Yes when prompted to save the material master.
Record your material master number here: _________________
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Storage Bins In the previous unit, we defined the storage bin structure, or the method in which we name the storage bins and some characteristics of the bins (max weight, bin type) as shown in the following screen:
In this section, we will demonstrate how to manually create bins and perform an exercise to practice the technique.
Create Storage Bins Demo and Exercise It is possible to either create a storage bin manually, or create a large number of storage bins automatically. In this demo and exercise, we will create one storage bin manually.
1. To create a storage bin, follow the menu path: Logistics – Logistics Execution – Master Data – Warehouse – Storage Bin – Create – Manually Transaction Code: LS01N
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2. Enter the data in the following screen as indicated in the table below:
Field
Value
Warehouse
YXX
Storage Type
005
Storage Bin
01-02-03
3. Press Enter and complete the data as shown on the following screen and table:
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Field
Value
Storage Section
001
Stor. Bin type
B1
4. Click the Save icon to save the storage bin.
Quant A quant is defined as the stock of a material that has the same features (i.e., batch or simply of the same material) and exists in the same bin. It is possible to view the quant data in the system and the data that is associated to it such as the material, plant, batch, stock category, and special stock indicator.
You can think of a quant as a quantity of a material that all resides in a single storage bin.
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Displaying Quant Data To display the quant data, follow the menu path: Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Bin Stock per Material Transaction Code: LS24
Enter the material, plant, and storage location and press Enter.
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Click on the stock line in the report and click the Detail icon to display the details.
To navigate to change the quant, follow the menu path: Environment – Change Quant
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In this unit, we have discussed the master data required to support the Logistics Execution process.
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Unit 4: Configuration, Basic Functions, and Enhancements In this unit, we will cover some basic configuration and enhancements to support the Logistics Execution processes in SAP.
We will also cover the topic of Warehouse Controlling, which will show you how to display movement data.
Number Ranges SAP uses number ranges to store various objects such as transfer orders and quants with a unique identification in the SAP database.
1. To complete the configuration for number ranges, navigate to the IMG, and follow the menu path: Logistics Execution Warehouse Management Master Data Define Number Ranges
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For this manual and demo purposes, we will step through the configuration for one of the number range intervals.
2. Click on the your plant number ranges:
button to see the assignment of
Each item has a number range interval assignment. For example, let's look at the number range interval assigned to the Transfer Order for our plant.
3. Click the back arrow and then click the button.
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4. Enter your warehouse number on the following screen and click on the button.
5. Review the number range interval assigned to the warehouse transfer orders:
6. Exit the transaction.
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SAP provides Function Modules and Customer Exits so customers can make their own custom-developed code and integrate it into the SAP core code. SAP recognizes that every one of its customers has unique requirements and business processes and provides these 'code exits' or 'code extensions' to them to make these modifications.
This manual is written for a functional audience; thus, we will use 'laymens' or 'non-developer' terms to describe how to use these enhancement programs. The functional team members (a.k.a Business Analysts, configurators, etc.) usually work with their developers (a.k.a. ABAP'ers) to implement the function modules and customer exits, but it is good for a functional person to know where these programs exist. It is always best practice to use configuration (changes in the IMG) to implement custom business processes, but sometimes, it is just not sufficient to simply use configuration to achieve your business process methods.
A function module is a complete set of code to do 'something'. Each transaction in SAP is a function module, or a series of function modules. For example, SAP has function modules to create Transfer Orders. It is possible to copy the existing SAP 'Create Transfer Order' function module and modify it to meet your company's needs.
A customer exit is a section of code that resides within a function module. Within each function module, SAP has 'hooks' that point to customer exits and will run the code in the customer exit if that exit is activated. It allows you to branch, within a program, to a custom piece of code to do 'something' specific. For example, SAP provides customer exits within the 'Create Transfer Order' function module to select a specific set of transfer requirements for auto TOs.
The following is a reference of the commonly used function modules available in the Warehouse Management module of Logistics Execution:
Function Module
Use
L_TR_CREATE_CHECK
perform plausibility checks
L_TR_CREATE_UPDATE
perform database updates according to plausibility checks
L_TR_CREATE
perform plausibility checks and database updates
L_TR_CANCEL
cancel plausibility checks and database updates
L_TO_CREATE_SINGLE
Create a transfer order with one item
L_TO_CREATE_MULTIPL E
Create a transfer order with two or more items
L_TO_CREATE_MOVE_S U
Create a transfer order to move a storage unit
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Function Module
Use
L_TO_CREATE_MOVE_L SR
Initiate a stock transfer of storage units from an external system
L_TO_CREATE_TR
Create a transfer order for a transfer requirement
L_TO_CREATE_DN
Create a transfer order for a delivery
L_TO_CONFIRM
Confirm a transfer order
L_TO_CONFIRM_SU
Confirm a transfer order for a storage unit
L_TO_CANCEL
Cancel a transfer order
L_TO_CANCEL_SU
Cancel a transfer order for a storage unit
L_REF_CREATE
Create transfer orders using multiple processing
L_TO_CREATE_2_STEP_ PICKING
Create transfer orders for 2-step picking
L_TO_CREATE_POSTING _CHANGE
Create transfer orders for posting changes
The following is a reference of the commonly used,customer exits available in the Warehouse Management module of Logistics Execution:
Customer Exit
Use
MWMTOAU1
Selection of TRs for automatic TO creation This task allows you to influence the selection of transfer requirements for the automatic creation of transfer orders.
MWMTOAU2
Selection of TRs for automatic TO creation via groups This task allows you to influence the selection of transfer requirements for the automatic creation of multiple transfer orders using groups.
MWMTO001
Update own data after creating transfer orders
MWMTO002
Update own data after confirming transfer orders
MWMTO003
Customer-defined putaway strategy This task allows you to create and implement your own putaway strategy.
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Customer Exit
Use
MWMTO004
Customer-defined picking strategy This customer exit allows you to create and implement your own picking strategy.
MWMTO005
TO-related underdelivery (shortage)
MWMTO006
Storage-bin-related overdelivery
MWMTO007
Palletization and storage type search for putaway
MWMTO008
Storage type search for picking This task allows you to create your own storage type search strategy for stock picking.
MWMTO009
Prevents deletion of TO items This task makes it possible to prevent the deletion of transfer order items.
To view Function modules, follow the menu path: Tools ABAP Workbench Development Function Builder Transaction Code: SE37
Click on
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Click on function module.
to see the documentation of the
To view customer exits, follow the menu path: Tools ABAP Workbench Utilities Enhancements Definition
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Transaction Code: SMOD
From the transaction, you can view the documentation:
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The documentation will give you a good overview of the purpose and use of the customer exit. For a functional person, this is all you really need to know about customer exits.
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Warehouse Controlling Logistics Information System (LIS) is used throughout different SAP modules:
Warehouse Management
Materials Management (Purchasing and Inventory Management)
Sales and Distribution
Production Planning (Shop Floor)
Plant Maintenance
Quality Management (Analysis and Reporting)
This section will focus on the use of LIS for the Warehouse Management module of Logistics Execution.
Once learned, the LIS tool is relatively easy to use, and it is quite useful for analysis and reporting. You can use LIS to evaluate actual data and create planning data. It also provides an Early Warning System where you can set parameters to “watch” and alerts that activate when parameters fall outside the acceptable limits.
Standard Analysis allows you to use the standard info structures for reporting and analysis. You can format and search the data in many different ways. You can also save an analysis and review it later to do historical comparisons.
Use info structure S011 to access information about purchasing groups and use S012 to access information about vendors, material groups, and materials. To see the “data basis” (data included in the structure), complete the following tasks:
1. Navigate to the IMG, and follow the menu path: Logistics – General Logistics Information System (LIS) Logistics Data Warehouse Data Basis Information Structures Maintain Self-Defined Information Structures OR Transaction MC23
2. Select Display and click
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3. Click
get to the following Info Structure pop-up menu:
To see only information structures that are relevant for Inventory Management and Logistics Execution, go to the restrictions section and limit the selection to 03.
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4. Select S090 (Purchasing) from the info structure column:
5. Click
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6. The Display Info Structure: Fields screen displays the Characteristics and Key figures used in the Info Struct. S090. Characteristics are the parameters for which the key figures (quantitative amounts) are calculated in the analysis.
You can also create your own info structures. It is easiest to copy from an existing info structure. All Info structures between S500 and S999 are custom info structures.
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Standard Analysis Demonstration: In this demonstration, we do the following:
Run a standard analysis using a variant
Save a standard analysis as a selection version
View the selection version
Run Standard Analysis using Variant Let's run a standard analysis and look at the characteristics, key figures, and difference options in the Analysis screen.
1. To start the transaction, follow the menu path: Logistics Logistics Execution Information System Warehouse Standard Analysis Putaways/Stock Removals Or Transaction Code MCL1
2. Click on Get Variant
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3. Selecting the variant completes the fields as shown on the analysis selection screen below:
4. Click
to execute the analysis.
On the Basic List screen above, warehouse 301 has had 5,034 lbs of materials removed from stock, 5,034 lbs of stock placed into stock, 11,100 pieces of stock removed, 11,100 pieces of stock placed into stock in the selected time period.
5. Double click on warehouse number 301 to drill down to the next level of the analysis.
The Drilldown screen reveals the storage types that were utilized for the stock movements in the warehouse. At the top of the screen, you can see the top level of the analysis drilldown. The key values have not changed, just the characteristic that was Warehouse changed to No. of Stor. Type.
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6. Click on
7. Click
and select Movement Type.
to switch to the movement type drilldown.
You now see that the characteristic is Movement Type, but you have now drilled into the Storage Type in addition to the Movement Type. Try switching the drilldown back to Storage Type, then double click on one of the storage types. This takes you to the data for that storage type only, and into the material(s).
Each standard analysis is set up with a specific drilldown path that activates when you double click on the characteristic, but you can use the switch drilldown function to expand your characteristic selection.
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Other options on this screen include: Icon
Purpose Send the analysis via SAP Mail. Save to a PC file, like Excel. Switch to another info structure. Choose key figures.
Using Settings from the menu path, you can change the value display (percent or absolute), whether the analysis shows the characteristic description and/or number assignment, and the column width. You can also save some of these settings.
SAPTip
When exiting the analysis, you are asked if you want to save your analysis.
You can save your analysis as a selection version and view it later. Think of it as a “snapshot in time” of the analysis you just ran.
You can also schedule your analysis to run and save the results as a selection version to be viewed later or sent to a distribution list. This is helpful if you have a large analysis with long runtime that has multiple viewers. You can schedule it during night hours and have it sent to a distribution list.
Save a Standard Analysis as a Selection Version When you exit a standard analysis, you receive the following message:
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Click to save the analysis as a selection version and fill in the Selection version name and a Description field.
Click
.
SAPTip
Another option to create a selection version is to use Transaction Code MCMO, which allows you to create a dynamic calculation for your Selection version with a Variant that you define. You can select your characteristics and key value, the distribution list, the periods to analyze, the characteristic display, and the column width.
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SAPTip
You can also schedule the selection version using Transaction Code MCM8.
View the Selection Version There are a couple of different options to view a selection version.
Using Transaction Code MCKO to see a list per info structure.
Using standard analysis.
From Transaction MCKO, you see the following:
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The above example shows selection versions J001 and J002, which were created differently.
J001 was saved after executing a standard analysis. MCE7 is a standard analysis. From MCE7, you can click to view a list of selection versions saved for that standard analysis.
J002 was created using Transaction MCM5, Create Selection Version.
Standard Analysis Exercise In this exercise, we analyze the transfer orders (putaway and picking) that you created in Unit 1 of this Logistics Execution course; we save that analysis as a selection version; and finally, we view the saved selection version.
Menu Path: Logistics Logistics Execution Information System Warehouse Standard Analysis Putaways/Stock Removals Or Transaction Code MCL1
1. Enter the following parameters on the selection screen:
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Field
Value
Warehouse number
301
Plant
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Field
Value
Storage Location
0301
Month
Current and Previous month
2. Practice navigating through this screen by drilling into the Warehouse information. What is the weight of removal for storage type 916? ___________________
Switch the drilldown to Movement Type. What movements types are represented? ___________________
Change the characteristic display to Key and Description. What is the description of the Warehouse? __________________
Change to Info Structure S094. What changed? _________________
3. Save the analysis as a selection version. Field
Value
Selection Version
Y0XX
Description
Selection Version Group XX
4. Using Transaction MCLI, view the selection version. Do you see yours? __________________ If not, why not? _____________________
5. Using Transaction MCKO, view the selection version. Do you see yours? ________________
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Unit 5: Delivery Processing In this unit, we will cover the following components of Delivery Processing:
Outbound Delivery Document Structure
Outbound Delivery Processing
Outbound Delivery Picking
Delivery processing in SAP involves the grouping of deliveries to pick, pack, and ship, and performing all the functions associated with the delivery process. In this unit, we will cover some key components of delivery processing and some configuration required to support the process.
Outbound Delivery Document Structure An outbound delivery can be in reference to a sales order, a stock transport order, a subcontract order, or without any reference.
Delivery Structure The outbound delivery document is made up of header and item details. To view an outbound delivery, follow the menu path: Logistics Logistics Execution Outbound Process Outbound Delivery Display Transaction Code: VL03N
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Enter the delivery number and click
Click the
to display the delivery.
header icon to display the header tabs:
Display Delivery Header: Processing tab
The above screen shot displays the data displayed on the Processing tab. The following series of screen shots will display the other tabs available on the header of the delivery. The instructor will review key fields on the delivery document.
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Display Delivery Header: Picking tab
Display Delivery Header: Loading tab
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Display Delivery Header: Shipment tab
Display Delivery Header: Foreign Trade/Customs tab
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Display Delivery Header: Financial Processing tab
Display Delivery Header: Administration tab
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Display Delivery Header: Partner tab
Display Delivery Header: Texts tab
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Display Delivery Header: Conditions tab
Display Delivery Header: Dates tab
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Display Delivery Header: Parcel Tracking tab
Note: Our SAP IDES training environment is not configured to interface with a parcel tracking company, but here is a screen shot of what you could see if you set up this interface:
To navigate back to the overview screen, click on the double-click on any item in the overview screen.
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Alternatively, follow the menu path: Goto Item Processing
Item Overview: Processing tab
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Item Overview: Material tab
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Item Overview: Foreign Trade/Customs tab
Item Overview: Financial Processing tab
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Item Overview: Texts tab
Item Overview: Conditions tab
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Item Overview: Predecessor data tab
Item Overview: Administration tab
Delivery Types SAP uses different delivery types to define delivery document types for various business transactions such as outbound deliveries, inbound deliveries, replenishment deliveries, and deliveries for a stock transfer order. The delivery types are maintained in configuration and they define the following:
The number range for the delivery
The allowed and required partner functions
Whether a preceeding document is required
What events must occur before a delivery can be created
Storage location determination
What output types are allowed
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Delivery Types Configuration Demo and Exercise In this demo and subsequent exercise, we will display how to copy from a standard delivery type into a custom delivery type. We will use the custom delivery type in an exercise later in the unit.
The instructor will first demo the configuration, then there will be an exercise at the end of this section the students will complete.
1. Navigate to the IMG, and follow the menu path: Logistics Execution Shipping Deliveries Define Delivery Types
2. Select the Delivery type 'LF' and click the Copy
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3. Enter the following: Field
Value
Delivery Type
ZXX
Description
Delivery Custom XX
4. Press the Enter key or click
.
5. Click 'Yes' on the following screen:
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6. SAP will navigate back to the Delivery type overview screen. Select your custom delivery type and click the Detail
icon:
7. The following lists some explanations of the key fields to be configured:
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Some of the fields are greyed out, which indicates the values stored here are maintained elsewhere in the IMG. For example, if you want to assign a different Text Determination Procedure, follow the IMG menu path: Logistics Execution Shipping Basic Shipping Functions Text Control Define and Assign Text Determination Procedures.
Field
Description
NR int assgt.
Number range internal assignment – defines the number range used when the delivery document number is assigned internally by SAP.
No. range ext.
Number range external assignment – defines the number range used when the delivery document number is assigned externally by the user or an interface.
ItemNoIncrement
Defines the item number increment for the items on the delivery document.
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Field
Description
Order Required
Defines which, if any, predecessor document is required.
Default order type
Not relevant if you selected something other than 'No preceding documents required' in the previous selection. If you did make the that selection, you will need to reference a default delivery order type, which will define default control criteria that are normally copied from the reference document.
Item Requirement
Not relevant if you selected something other than 'No preceding documents required' in the previous selection. Defines the item requirements for any items entered when a predecessor document does not exist.
Screen seq. grp.
Screen sequence group defines the screens and the order of the screens that appear for this document type. It is possible to define custom screen sequence groups and assign those to your custom delivery types.
8. Don't forget to save
your custom delivery type.
Student Exercise:
Create a custom delivery type (ZXX) as demonstrated in the previous demo steps.
You will use this custom delivery type in a subsequent exercise.
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Delivery Item Categories SAP uses different delivery item categories to define delivery document types for various item categories found in the preceding documents, like sales order items, text items, consignment items, etc. The delivery item categories are maintained in configuration and they define the following:
Whether a material master needs to exist for the item
If a delivery quantity of zero is allowed
Whether a minimum delivery quantity check is active
If the item is relevant for picking
Whether an overdelivery is allowed on the item
Storage location determination and requirements
Delivery Item Categories Configuration Demo and Exercise In this demo and subsequent exercise, we will demonstrate how to copy from a standard delivery item category into a custom item category. We will use the custom item category in an exercise later in the unit.
The instructor will first demo the configuration, then there will be an exercise at the end of this section the students will complete.
1. Navigate to the IMG, and follow the menu path: Sales and Distribution Sales Sales Document Item Define Item Categories You must define the item categories from Sales and Distribution, and they will automatically be transferred to the delivery item categories.
2. Select the Item Category 'TAN' and click the Copy
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3. Enter the following: Field
Value
Item Category
ZZXX
Description
Standard Item ZZ99
4. Press the Enter key or click
.
5. Click 'Yes' on the following screen:
6. Save
your entry.
7. Navigate to the following IMG menu path to configure the delivery item category: Logistics Execution Shipping Deliveries Define Item Categories for Deliveries
8. Select your custom delivery type and click the Details
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9. The following lists some explanations of the key fields to be configured:
Field
Description
Document cat
Defines the SD document category.
Mat.no.'0' allowed
Allows a user to enter an item with this item category without referencing a material master number.
Check quantity 0
Defines how the system reacts if you enter a quantity of zero.
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Field
Description
Check minimum quantity
Defines if the system checks if the minimum quantity has been ordered. The minimum order quantity can be specified in the material master or customer-material record.
Check overdelivery
Defines whether you can overdeliver the quantity to the customer.
Relevant for picking
Defines whether the item is relevant for warehouse picking.
StLocation required
Defines whether the delivery document needs to be created with a storage location specified.
Determine SLoc
Defines whether SAP is to automatically determine the storage location for the item on the delivery.
10. Don't forget to save category.
your changes to your customer delivery item
Student Exercise:
1. Create a custom sales item category (ZZXX) as demonstrated in the previous demo steps. 2. Review the fields in the custom delivery item category.
You will use this custom item category in a subsequent exercise.
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Link Delivery Type and custom Item Category to Custom Sales Order type Demo All order types have a subsequent delivery type, and delivery relevant sales item categories have a subsequent delivery item category.
1. To view the linkage between these objects, navigate to the IMG and follow the menu path: Logistics Execution Shipping Copying Control Specify Copy Control for Deliveries
2. Scroll down to the target delivery type you created in the previous step.
3. Select your delivery type (ZXX) and source sales doc type OR. Click on the Details
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4. From here, you can click on the Change/Display change and display mode.
icon to switch between
5. The following table describes the use of the various fields displayed on this view:
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Field
Description
Order Requirements
The routine number entered here is a piece of code that defines what is required to have happened for the sales order to be copied into the delivery. From the list of possible entries, shown below, you can click on the icon to get a brief overview of the routine.
You can also click on the icon to display the code behind the routine. If you want to have a custom routine created for your delivery type, work with your developer.
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Field
Description
Combination Requirement
The combination requirement defines how SAP can or cannot combine sales orders into a single delivery document. Typically, fields are maintained at the item level on the sales order, but the header levels of the delivery document that have different values cannot be combined into a delivery document. For example, the partner functions can be defined at the item level of the sales order, but are defined at the header level of the delivery. Therefore, if they are different, they cannot be on the same delivery document. Combination requirements are also stored in SAP as routines that can be copied and a custom routine can be developed.
Header Data
Another routine that defines which header data must be maintained and relevant to be able to copy the sales order to the delivery.
6. Double-click on the folder in the dialog structure window and scroll down to your custom item category.
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7. Select your Custom Item Category and click the the following screen:
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Field
Description
Order requirements
Same definition as header level.
Item Data
Same definition as header level.
8. Once you have completed reviewing your entries, you can exit the transaction. No data has been changed in this demo.
Assign Item Categories This step allows SAP to determine to which item category to assign your sales order document line item and subsequent delivery line item. In this step, you will assign an item category group (maintained in the Sales Org 2 view of the material master) to a default item category.
1. Navigate to the IMG and follow the menu path: Sales and Distribution Sales Sales Document Item Assign Item Categories
2. Click New entry and maintain the following:
Field
Value
Sales Doc. Type
OR
Item Category Group
ZZXX
Item Category
ZZXX
3. Save your entry.
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Outbound Delivery Processing Sales orders contain schedule lines that define when a material is to be available and delivered. Once that date has been reached, SAP considers the item due for delivery and will appear on the delivery due list to be processed.
Sales order processing with deliveries Delivery Pre-requisites Before creating a delivery from sales order, SAP checks to verify certain conditions have been met:
No delivery blocks exist on the sales order header or schedule lines
The sales order must be due for delivery (although you can modify the delivery date selection on the delivery due list and override this functionality)
The status of the line must be open and not fully delivered
The item category of the sales order line item must be relevant for delivery
The material must be in stock
Delivery Creation Checks When an outbound delivery is created, SAP carries out the following checks:
Checks the material is in stock and not blocked
Calculates the delivery weight and volume
If applicable, packs the delivery
Determines if there are any restrictions on partial deliveries
Re-determines the route, if using delivery routing (not covered in this course)
Add export information to delivery – this information comes from the material master and configuration
If the order is past due when the delivery is created, SAP will re-determine key dates
If using picking functionality, SAP will determine a picking location
If using batch determination, SAP will determine a batch
SAP will update the sales order to update the delivery quantity and reference the delivery number.
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Shipping Point Determination SAP will determine the shipping point when creating the sales order. The delivery due is run by Shipping Point.
Configuration for Shipping Point determination is found in the IMG, here: Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Assign Shipping Points
Shipping point uses a combination of Storage Conditions, Loading Group and Plant to define the shipping point. If SC and/or loading group is not defined, a default shipping point can be maintained, as shown below:
Demo and Exercise of Outbound Delivery In this demo, we will use a material that has your custom Item Category assigned to it, which will determine your custom item category type on your delivery note.
The instructor will first demonstrate the steps, and the students can follow those steps in their exercise.
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Outbound Delivery Demonstration Steps: 1. The first step in this demo is to create a sales order document that you will deliver. Navigate to creating a sales order by following the menu path: Logistics Sales and Distribution Sales Order Create Transaction: VA01 2. Enter the data as shown in the following screen:
Field
Value
Order Type
OR
Sales Organization
3020
Distribution Channel
10
Division
00
3. Click
to accept the value and move to the sales order create screen.
4. Enter the data as shown in the following screen and click entries:
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Field
Value
Sold-to party
100216
Material
LES-252-XX
Order Quantity
1
5. Save the order. 6. Note the order number: ________________
7. Navigate to the delivery due list by following the menu path: Logistics Logistics Execution Outbound Process Goods Issue for Delivery Create Collective Processing of Documents Due for Delivery Sales Order Items
Transaction code: VL10C
8. Enter the data as shown on the following screen:
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Field
Value
Shipping Point/Receiving Point
3000
Sales Order Tab: Sales Document
9. Click the Execute
icon to start the transaction.
10. Select the order document and click the the delivery document in the background.
button to create
11. You will get a message to see the log for information about creating deliveries and an additional line will appear on the screen as shown below:
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12. Select the additional line and click the Details the following screen:
icon to be presented with
This screen displays the delivery document number: 80015485.
Note your delivery document number: ________________
Outbound Delivery Exercise: Follow the demo steps and create a sales order and delivery document for your material:
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Field
Value
Material (for sales order item)
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Be sure to note your sales order number and delivery document number in the spaces provided.
Configuration of Delivery Due List: This course will not go into detail on configuration of the delivery due list. However, if you are in the delivery due list and click on the User Role tab, you will see the following information, which is based on the transaction code (VL10C) you selected to execute the delivery due list.
If you click on the Role button, you will be navigated to the IMG item to configure this portion of the Delivery Due list.
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And the scenario button will define which list profile to use with each transaction:
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Outbound Delivery Picking In this section on delivery picking, we will cover:
Determining the Picking Location
Wave Picking
Determining Picking Location It is possible to manually assign the picking location of a delivery item or allow SAP to do it automatically. The item category we discussed in the previous section determines whether an item is relevant for picking. If it is relevant for picking, the picking location must be entered on the delivery item. The screen shot below illustrates where the picking location is maintained on the delivery item:
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The criteria to automatically determine the picking location are:
Shipping Point
Plant
Storage Conditions
These criteria are maintained on the Sales Order. Therefore, the picking location can be determined when the sales order item is copied into a delivery.
The configuration for automatic picking location determination is found in the IMG. Follow the menu path: Logistics Execution Shipping Picking Determine Picking Location Assign Picking Locations
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As you can see, the first entry in the screen shot does not contain a shipping condition. If you wish to have a default storage location for picking (meaning the shipping condition is irrelevant), you can maintain the entry for your shipping point/plant combination.
Wave Picks Wave picking allows you to create a group of deliveries to process based on various criteria. Wave picking can be based on delivery priority, delivery dates, capacity, shipments (a grouping of deliveries together for a customer), or any other criteria you want to define.
SAP provides functionality to create wave picks using the following transactions:
In this manual, we will cover how to create wave picks according to delivery time and via the outbound delivery monitor.
Wave Picking according to Delivery Time If you want to perform wave picks according to delivery time, SAP uses the time maintained on the delivery for either picking time, loading time, or goods issue time. In configuration, you configure which of these times SAP is to use in
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determining waves by warehouse. The configuration for this is found in the IMG here: Logistics Execution Shipping Picking Wave Picks Maintain Time of Comparison for Forming Wave Picks
For our demo warehouse, we have selected to group our waves of deliveries based on goods issue time.
The following screen shot displays where the dates and times are maintained in the delivery note:
Once you have maintained which date/time will be used in combining deliveries into waves, you must maintain the wave pick profile. The wave pick profile
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defines the capacity of the wave. The configuration for the wave pick profile is found here: Logistics Execution Shipping Picking Wave Picks Maintain Wave Picks Profile
After you have maintained the wave pick profile(s) for your warehouse, you must maintain the time slots. When you run the transaction to create a wave pick based on delivery time, you will select a specific time slot. To maintain the time slot, follow the IMG menu path: Logistics Execution Shipping Picking Wave Picks Maintain Time Slots
In our warehouse, we assigned wave pick profile PR0001. In the screen shot below, you can see that we have maintained 6 time slots for our wave pick profile:
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The next IMG step is to maintain the timeslot groups for a wave pick. This step combines the time slots maintained in the previous step into a group by which you run the wave pick creation program. Logistics Execution Shipping Picking Wave Picks Maintain Timeslot Group for Wave Pick
In our warehouse, we will be able to select slot group R001 or Z001. When we select R001 and time slot Z001, SAP will look for all deliveries with a pick, loading, or goods issue time (based on the criteria we defined for our warehouse) between 8:00 and 9:59.
To create a wave pick, follow the menu path: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Picking Wave Picks Create According to Delivery Time Transaction Code: VL35
Enter the criteria on the following screen:
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If you want to include past due deliveries, enter a date in the past in the field 'Surplus deliveries as of'.
When you run the transaction with processing type 'Display waves before saving', you will get a screen to select the deliveries and create the wave pick from there. Otherwise, you can save the waves directly.
Wave Picking via the Outbound Delivery Monitor: Demo and Exercise It is also possible to create a wave pick according to your own criteria. An easy, yet effective, method of doing this is to use the Outbound Delivery Monitor.
In this section, the instructor will demonstrate how to add the delivery that was created in the previous section of this unit to a wave pick group. You will then follow those steps and complete an exercise.
1. To add deliveries to a wave pick, follow the menu path: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Picking Wave Picks Create Via Outbound Delivery Monitor Transaction Code: VL06P
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2. Enter the criteria shown in the following screen shot and table:
Field
Value
Shipping Point
3000
Picking Date
3. Click screen:
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4. Select ONLY your delivery.
5. Follow the menu path: Subsequent Functions Group Wave Pick
6. You will be prompted to name your wave pick:
Field
Value
Description
Wave Pick Group XX
Warehouse
301
7. Press
and you will receive a message similar to this:
Group 2000000015 with reference to WM saved Enter your Group (wave) number: ____________________
Exercise: Create Wave Pick Group Follow the steps in the previous demonstration and create a wave pick for your delivery. Be sure to enter your Group (wave) number.
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Demo: Creating Transfer Orders for your Wave Pick Group To create transfer orders for your wave pick group, follow these steps:
1. To create transfer orders for a wave pick, follow the menu path: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Picking Create Transfer Order via Outbound Delivery Monitor Transaction Code: VL06P
2. Enter your wave pick group number from the previous exercise as shown on the following screen shot:
Be sure to check your dates.
3. Click screen:
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4. Select your delivery, and click Order. You will receive the following screen:
5. Click
to create the Transfer
to accept the parameters.
6. You will receive a message similar to this, indicating the TOs were created: WM-TO: 2 deliveries successful, 0 with errors, 0 not relevant
Exercise: Creating Transfer Orders for your Wave Pick Group Follow the steps in the previous demo to create a transfer order for your delivery.
Unit Summary In this unit, we covered some configuration and practiced some transactions relevant to processing deliveries. In the next unit, we will explain how SAP determines the picking and putaway locations when generating transfer orders according to various strategies.
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Unit 6: Putaway and Picking Strategies In the warehouse, the put away and picking strategies are used to determine where materials are put into the warehouse or taken out of the warehouse. The process of putting materials away in the warehouse is the put away process and the process of taking materials from the warehouse is the picking process.
The put away process uses put away strategies to determine the method for putting materials into the warehouse. The following diagraph depicts the typical process for putting materials away into the warehouse.
The materials are located in the staging area for goods received, production stage, returns, and stock transfers. Once the material(s) are processed by the previous movements for goods receipts, returns, and stock transfers, the transfer requirement is automatically created to propose movements of the material(s). The transfer requirement defines the source storage type and the material(s) which need to move into or out of the warehouse. Either the transfer order is created immediately or created manually from the transfer requirement. It is most common to create the transfer order automatically from the transfer requirement. The transfer order takes the transfer requirement and determines the exact destination storage type for the material(s). On the destination storage type, the confirmation for put away is defined; either the transfer order will require confirmations or the transfer order will not require confirmations. Confirmations are usually required on put away transfer orders to verify the put away of the product.
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The picking process uses picking strategies to determine the method for picking materials from the warehouse. The following diagraph depicts the typical process for picking material(s) from the warehouse.
Material(s) stored in the warehouse require a transfer order to pull them from the warehouse to another location. The first step in the process is the step of creating a picking request to move materials from the warehouse to the staging area. Once the document for the pick request process step is created using an outbound delivery, wave pick, or stock transfer, the transfer requirement is created. The transfer order is created then based on the transfer requirement either manually or automatically. The material(s) are moved from the warehouse into the staging area and confirmed based on the movement.
Strategies In order to invoke the strategies for put away and picking, a search is performed to determine the correct storage type or storage unit for a given material. There are three different search types available: storage type search, storage section search, and storage bin type search. In this section we will review each search available in configuration, view the sort sequences for bins during put away and picking, perform a demonstration of defining a new search, and perform an exercise to create a new storage type with an additional search strategy for the new storage type.
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Storage Type Search Storage Type Search uses the storage type indicator in the material master to determine the search for available bins during put away and picking.
As seen in this screen shot, the stock removal storage type is REG. It is possible to leave the type indicator blank and use the other search criteria items to determine the correct storage type for searching. In configuration, we will review all the selections the system uses for storage type indicator searches to determine the correct storage type.
1. To view the storage type search, perform one of the following:
Enter transaction code OMLY.
Select the SAP configuration menu path: IMG Logistics Execution Warehouse Management Strategies Activate Storage Type Search
2. Click the
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The table below defines the options for selection on this screen. Button
Description
Define Storage Type Indicators
Freely define the storage type indicators to be used in the material master to specify the storage type indicator during put away and picking.
Determine search sequence
Determines the sequence when searching for a storage type during put away and picking.
Define movement type references
Based on a movement type, the storage type can be determined using the define movement type references option.
Storage type search access optimization
Determines the items evaluated during the search of storage during picking and put away.
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3. Click the sequence.
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The table below defines the fields in the storage type search sequence used during selection of storage type during put away and picking.
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Field
Description
Warehouse
The warehouse number for the search sequence.
Operat.
The operation for either put away, picking, or 2-step picking, which is used to determine the search sequence used for each of these operations.
TyInd Storage Type Ind.
The storage type indicator in the search sequence.
Stock Category
Determines the search sequence using the stock category of the material.
Special Stock Indicator
Uses the special stock indicator to determine the search sequence.
Stor. Class
Uses the storage class to determine the search sequence.
Water Pollution Class
Uses the water pollution class to determine the search sequence.
Ref.Stor.Type Search
Uses the reference movement type to determine the search sequence.
Storage loc. Ref.
Uses the storage location reference to determine the search sequence.
1, 2, 3, etc…
The storage types for the search during put away and picking.
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Storage Section Search The storage section search uses the storage section to determine where to search to determine available bins during put away and picking. The storage section for a material is defined in the material master. Below is an example of a storage section in a material master record.
1. To view the storage section search, perform one of the following:
Enter transaction code OMLZ.
Select the SAP configuration menu path: IMG Logistics Execution Warehouse Management Strategies Activate Storage Section Search
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2. Click the
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.
The table below defines the options for selection on this screen. Button
Description
Define storage section indicators
Freely define the storage indicators to be used in the material master to specify the storage type indicator during put away and picking.
Determine search sequence
Determines the sequence when searching for a storage type during put away and picking.
Activate storage section check
Defines whether or not storage section search is activated in the search strategy.
3. Click the sequence.
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The table below defines the fields in the storage type search sequence used during selection of storage type during put away and picking. Field
Description
Warehouse
The warehouse number for the search sequence.
Storage Type
The storage type is defined for the search strategy.
SA ID
The storage area is defined for the search strategy.
Stor. Class
Uses the storage class to determine the search sequence.
Water Pollution Class
Uses the water pollution class to determine the search sequence.
1, 2, 3, etc.
The storage types for the search during put away and picking.
Storage Bin Type Search The storage bin type search is used to determine the search for storage unit types and storage bin types. The storage unit type defines the storage unit of the pallet data and the storage bin type defines the bin data. For example, the storage unit type for materials on a pallet might be something like all small boxes and the storage bin type might be something like block size for small boxes. These go hand in hand in determining where items with these characteristics can be stored. In this section, we will review these storage types and the searches available within these types. In the material master, the storage unit type is defined as seen below.
6000 pieces are included in a small box using storage unit type BX1.
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In the storage bin, the storage bin type is defined.
1. To view the storage bin type search, perform one of the following:
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Enter transaction code OMM1.
Select the SAP configuration menu path: IMG Logistics Execution Warehouse Management Strategies Activate Storage Bin Type Search
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2. Click the
button
.
The table below defines the options for selection on this screen. Button
Description
Definitions – Storage Bin Types
Freely define the storage bin types to be used in the storage bin to specify the storage unit type during put away and picking.
Definitions – Storage Unit Types
Freely define the storage unit types to be used in the material master to specify the storage unit type and/or storage type during put away and picking.
Assignments – Storage Type
Defines the storage unit type search based on the storage type.
Assignments – Storage Bin Type
Defines the storage bin type search based on the storage unit type.
Activate Storage Unit Type Check
Activates storage unit type management on the storage types.
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3. Click the
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The table below defines the fields in the storage type search sequence used during selection of storage type during put away and picking. Field
Description
Warehouse
The warehouse number for the search sequence.
Storage Type
The storage type is defined for the search strategy.
1, 2, 3, etc.
The storage unit types for the search during put away and picking.
4. Click the
button to view the search sequence.
The table below defines the fields in the storage bin search sequence used during selection of storage bin type during put away and picking.
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Field
Description
Warehouse
The warehouse number for the search sequence.
SU
The storage unit type is defined for the search strategy.
1, 2, 3, etc.
The storage bin types for the search during put away and picking.
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Sort Sequences for Put Away and Picking For each bin, there is an option to enter a sort field for put away and picking (stock removal). This allows the system to determine the sorting of the bins when multiple items are going to and from the bins instead of the standard numerically ascending sequence of the storage bins.
1. To view the sort sequences for put away, perform one of the following:
Enter transaction code OMLM.
Select the SAP configuration menu path: IMG Logistics Execution Warehouse Management Strategies Define Sort Sequence for Putaways (Cross-line Stock Putaway) Definition of Sort Field in Storage Bin
Each number defines the position number within the bin; the lowest to the highest number is the sort sequence in which items are sorted during put away. In this case, the number in position 7 will be sorted as the first character for selection during put away.
2. To view the sort sequences for picking (stock removal), perform the following: Select the SAP configuration menu path: IMG Logistics Execution Warehouse Management Strategies Define Sort Sequence for Stock Removal (Picking) Definition of Sort Field in Storage Bin
Each number defines the position number within the bin; the lowest to the highest number is the sort sequence in which items are sorted during picking. In this case, the number in position 1 will be sorted as the first character for selection during picking.
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Demo: Configuration Storage Type/Section/Bin Type Searches In this demonstration, we will create a new storage type, define a new storage type indicator, define a storage type search for both picking and put away of this new storage type indicator, create a new storage section, create a material master, create a bin for this new storage type, create a purchase order, perform a goods receipt and review the transfer order to determine if the correct strategy was determined.
Step 1: Create a New Storage Type We will create a new storage type to use for our configuration evaluation of the search strategy. As discussed previously storage types define the type of storage in the warehouse. 1. To create a new storage type, perform the following: Select the SAP configuration menu path: IMG Logistics Execution Warehouse Management Master Data Define Storage Type
2. Copy the first entry in the storage type definitions for high-rack storage by highlighting the entry and clicking the
button.
3. Enter the warehouse number 301, storage type number ZXX and press the enter key. The following entry is displayed.
4. Click the
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Step 2: Create a New Storage Section We will create a new storage section to use for our configuration evaluation of the search strategy. 1. To create a new storage type, perform the following: Select the SAP configuration menu path: IMG Logistics Execution Warehouse Management Master Data Define Storage Section
2. Copy the first entry in the storage section definitions for total section by highlighting the entry and clicking the
button.
3. Enter the warehouse number 301, storage type number ZXX, the storage section 001 and press the Enter key. The following entry is displayed.
4. Click the
button to save the storage type.
Step 3: Define a New Storage Type Indicator We will create a storage type indicator for the new storage type called high-rack storage. 1. To view the storage type search, perform one of the following:
Enter transaction code OMLY.
Select the SAP configuration menu path: IMG Logistics Execution Warehouse Management Strategies Activate Storage Type Search
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2. Click the
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button
3. Click the indicators.
button for storage type
4. Highlight the HRL storage type indicator and click the storage type indicator.
button to copy the
5. Enter the warehouse number 301, the storage type indicator ZXX and press Enter.
6. Click the
button to save the storage type indicator.
Step 4: Define a Storage Type Search We will use the new storage type indicator and storage type to define a new search strategy.
1. To view the storage type search, perform one of the following:
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Enter transaction code OMLY.
Select the SAP configuration menu path: IMG Logistics Execution Warehouse Management Strategies Activate Storage Type Search
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2. Click the
button
3. Click the and click the
button for storage type search button to define a new put away search strategy.
4. Enter the warehouse number 301, the operation type E for put away, storage type indicator ZXX and the storage types ZXX & 001. Click the save the search strategy.
button to
Step 5: Create a Material Master Record In this step, we will create a material master record with the correct storage type and set the storage type indicator for put away.
1. To create a material master record, perform one of the following:
Enter transaction code MM01.
Select the SAP menu path: SAP Menu Logistics Materials Management Material Master Create (General) Immediately
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2. Enter the material number “101_XXX”, industry sector “Mechanical Engineering”, material type “Raw Material”, copy from material “101_FIFO”, and press Enter on the keyboard.
3. Select the basic data, purchasing, MRP, general plant data/storage, warehouse management, accounting, costing, and click the continue.
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4. Enter the organization levels based on the copying material to the material being created. Enter the plant as “3000”, the storage location as “0301”, the warehouse as “301”, the new storage type as “ZXX” and click the to continue.
button
Make sure to enter the copy from information correctly to make sure that all the fields are copied correctly from the copying material.
5. The profile message pops-up to notify you that the MRP profile is being used. Click the button to continue. Press Enter on the keyboard to move through all the screens until you get to the warehouse management screen.
6. Update the stock placement strategy with the newly created storage type indicator. Press Enter on the keyboard to move to the next warehouse screen.
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7. This screen displays the information relevant to the storage type. The palletization data stored in this material states that 6000 pieces are allowed in storage unit BX1. We have the storage unit maintained; however, we are not using the storage unit handling for this demonstration. Press Enter on the keyboard to complete the views in the material master.
8. Click the
button to save the material.
Step 6: Create a New Bin for This Storage Type We will create a new bin for this storage type to verify the put away strategy.
1. To create a new storage bin, perform one of the following:
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2. Enter the warehouse number, storage type, storage bin, and press Enter on the keyboard.
3. Enter the storage section, the storage bin type, and press the save the bin.
button to
Step 7: Create a Purchase Order We will create a purchase order to order items for put away into the warehouse.
1. To create a purchase order, perform one of the following:
Enter transaction code ME21N.
Select the SAP menu path: SAP Menu Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known
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2. Enter the purchasing organization “3000”, company code “3000” and press Enter on the keyboard.
3. Enter the purchasing group “003” and press Enter on the keyboard.
4. Enter the vendor “5595”, enter the material “101_XXX” and press Enter on the keyboard.
5. Enter the plant “3000” and press Enter on the keyboard.
6. Enter the quantity “6001”, net price, and press Enter on the keyboard. Click the button, select the save option, and write down the purchase order number.
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Step 8: Perform a Goods Receipt We will create a goods receipt for the purchase order for put away into the warehouse.
1. To create a goods receipt, perform one of the following:
Enter transaction code MIGO.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
2. Enter the purchase order number and press Enter on the keyboard.
3. We have a default storage location defined in the material master, which is another storage location from the one in the warehouse. We will overwrite the storage location with “0301” storage location.
4. Select the Item OK flag and click the
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Step 9: Review the Transfer Order We will display the transfer order for put away into the warehouse to verify that the search sequence was triggered.
1. To display a transfer order for material, perform one of the following:
Enter transaction code LT24.
Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material
2. Enter the material “101_XXX” and click the execute button transfer order.
to display the
As seen in this screen shot, 6000 pieces were placed in the bin we created for our new storage type based on capacity, and the remaining items went to the next storage type in our search strategy.
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Exercise: Configuration Storage Type/Section/Bin Type Searches In this exercise, you will create a new storage type, define a new storage type indicator, define a storage type search for both picking and put away of this new storage type indicator, create a new storage section, create a material master, create a bin for this new storage type, create a purchase order, perform a goods receipt, and review the transfer order to determine if the correct strategy was determined.
Step 1: Create a New Storage Type Field
Value
Storage Type
ZXX (XX is the number assigned to you by the instructor.)
Copy
Warehouse 001 Storage Type 001
Step 2: Create a New Storage Section Field
Value
Storage Section
ZXX (XX is the number assigned to you by the instructor.)
Warehouse
301
Copy
Warehouse 001 Storage Type 001
Step 3: Define a New Storage Type Indicator Field
Value
Storage Type Indicator
ZXX (XX is the number assigned to you by the instructor.)
Warehouse
301
Copy
Warehouse 001 Storage Type Indicator HRL
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Step 4: Define a Storage Type Search Field
Value
Storage Type Indicator
ZXX (XX is the number assigned to you by the instructor.)
Warehouse
301
Operation
E
Storage Type
ZXX, 001
Copy
Warehouse 001 Storage Type Indicator HRL
Step 5: Create a Material Master Record Field
Value
Material
101_XXX (XX is the number assigned to you by the instructor.)
Warehouse
301
Storage Location
0301
Storage Type
ZXX
Copy
Plant 3000 Production Storage 0301 Warehouse 301 Storage Type 002
Step 6: Create a New Bin for This Storage Type
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Field
Value
Bin
101_XXX (XX is the number assigned to you by the instructor.)
Warehouse
301
Storage Type
ZXX
Storage Section
001
Storage Bin Type
B1
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Step 7: Create a Purchase Order Field
Value
Material
101_XXX (XX is the number assigned to you by the instructor.)
Purchasing Org
3000
Purchasing Group
003
Company Code
3000
Quantity
6001
Price
1.25
Step 8: Perform a Goods Receipt Field
Value
Purchase Order Number
Use the purchase order from the last step.
Step 9: Review the Transfer Order Was the search sequence triggered for the transfer order? ________________
Put Away Strategies The put away strategies in the warehouse management module are defined to determine the method in which material(s) are put into the warehouse. In this section, we cover the standard capacity check performed and the strategies available for put away determination in the warehouse. First we will review the capacity check, perform a capacity check demonstration, perform a capacity check exercise to display weight capacity checking, review the types of put away strategies available, view the configuration, perform a demonstration to test the fixed bin strategy, and perform an exercise utilizing the fixed bin put away strategy.
Capacity Check Capacity check is performed on the storage type using one of three options available: capacity check by weight, capacity check by quantity, or capacity check by storage unit. These options are defined as follows:
Capacity Check by Weight – the weight of the transfer order is verified against the maximum additional amount remaining in the bin to determine if the new material is allowed in the existing bin.
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Capacity Check by Quantity – the maximum quantity of the material is defined to determine the maximum quantity in the bin for a given material.
Capacity Check by Storage Unit – this is used to define that only one storage unit type is allowed in the bin at a time.
The capacity usage defined to drive the capacity check is defined by material, storage unit, and material/storage unit. This information is stored in the material master warehouse management 2 view and in the storage bin. Below is the information stored in the material master.
This display shows that 6000 pieces of this material is allowed in each storage bin using only the storage type BX1 for small boxes based on the material. Below is the information stored on the storage bin; maximum weight and total capacity are definable for storage in this storage bin.
Demo: Storage Unit Put Away Capacity Check In this demonstration, we will use our newly created storage type and storage search to determine the correct storage bins for put away and review put away with storage unit restrictions. First we will update the material master, update the existing purchase order, create a goods receipt, and verify the transfer order put away based on storage unit.
Step 1: Update the Storage Unit Quantity in the Material Master In this step, we will change a material master record storage unit for capacity check put away.
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1. To change a material master record, perform one of the following:
Enter transaction code MM02.
Select the SAP menu path: SAP Menu Logistics Materials Management Material Master Change Immediately
2. Enter the material and press Enter on the keyboard.
3. Select the warehouse view and press enter on the keyboard.
4. Enter the organizational levels and press Enter on the keyboard.
5. Enter the quantity to 3 PC for each BX1 and click the material.
button to save the
Step 2: Update the Existing Purchase Order with Additional Requirements We will change our purchase order to include additional items for the capacity check during transfer order creation.
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1. To change a purchase order, perform one of the following:
Enter transaction code ME22N.
Select the SAP menu path: SAP Menu Logistics Materials Management Purchasing Purchase Order Change
2. Add a new line item to the purchase order by highlighting the first item and clicking the
button to copy the items.
3. Change the order quantity to 4 pieces and save the purchase order by clicking the
button.
Step 4: Create a Goods Receipt We will create a goods receipt for the purchase order for put away into the warehouse.
1. To create a goods receipt, perform one of the following:
Enter transaction code MIGO.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
2. Enter the purchase order number and press Enter on the keyboard.
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3. We have a default storage location defined in the material master that is another storage location from the one in the warehouse. We will overwrite the storage location with “0301” storage location.
4. Select the Item OK flag and click the
button to save the goods receipt.
Step 5: Verify the Transfer Order Put Away Based on Storage Unit We will display the transfer order for put away into the warehouse to show that the weight capacity check was verified.
1. To display a transfer order for material, perform one of the following:
Enter transaction code LT24.
Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material
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2. Enter the material “101_XXX” and click the Execute button transfer order.
to display the
As seen in this screen shot, 3 pieces were placed in the bin we created for our new storage type based on capacity and the remaining items went to the next storage type in our search strategy due to capacity.
Standard Put Away Strategies There are multiple standard put away strategies in SAP provided to handle different processes for putting items in the warehouse. In this section, we will review all the standard put away strategies available, perform a demonstration to use the fixed bin strategy and perform an exercise using the fixed bin strategy.
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The following table describes the standard SAP put away strategies: Strategy
Description
Fixed Bins
Type "F": this strategy uses one bin for each material, defined in the material master. When using this strategy, additions to existing stock and the capacity check are performed, if the system is not able to store material in this bin and another strategy is not defined an error is generated when creating the transfer order leaving an open transfer requirement.
Near Picking Bin
Type "K": this strategy used for defining the bin near to the previous bin, this is used for buffer areas of fixed bins. If the fixed bin is full than the next closes bin is chosen for material put away. When using this strategy, additions to existing stock and the capacity check are performed.
Open Storage
Type "C": this strategy uses the first available bin in the storage section; this is always the same bin and will only allow for one bin.
Addition to Existing Stock
Type "I": this strategy looks for where the material already exists and chooses that bin for put away. When using this strategy, additions to existing stock and the capacity check are performed. In addition, no mixed storage is allowed for this strategy.
Next Open Bin
Type "L": this strategy chooses the first empty bin found in the warehouse for put away. This strategy is commonly used for high-rack and shelf storage.
Bulk Storage
Type "B": this strategy is used for items that are typically in a row in the warehouse. It functions like open storage that one big area accounts for the bin; however, this strategy allows for multiple bins.
Storage Unit Type
Type "P": this strategy also stands for pallet storage. It allows you to define multiple different numbers of pallets based on pallet size into one bin using the storage unit. Typically this strategy is used for high-rack storage that allows for different sizes.
User-Defined
This strategy is open to custom programming allow any logic for put away which can be defined.
In addition to these strategies, there is a manual bin option that requires the user to enter the destination bin during put away. This option is not part of the strategies performed by the system because the strategy is manual.
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Demo: Fixed Bin Putaway Strategy Configuration In this demonstration, we will verify the configuration for fixed bin, create a material master for a fixed bin, update a purchase order, perform a goods receipt, verify the transfer order in the fixed bin, and confirm the transfer order.
Step 1: Verify Fixed Bin Put Away Strategy for Storage Type 1. To verify the fixed bin for put away for storage type, select the SAP IMG menu path: Logistics Execution Warehouse Management Strategies Putaway strategies Define Strategy for fixed bins
2. Click the button, enter the warehouse number 301 and press Enter on the keyboard.
3. Confirm that storage type 005 is for fixed bin storage. If there is another strategy instead of F, change the entry and save the change of the put away strategy.
Step 2: Create a Material Master In this step, we will create a material master record with the correct storage type and set the storage type indicator for put away.
1. To create a material master record, perform one of the following:
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2. Enter the material number “102_XXX”, industry sector “Mechanical Engineering”, material type “Raw Material”, copy from material “101_FIFO” and press Enter on the keyboard.
3. Select the basic data, purchasing, MRP, general plant data/storage, warehouse management, accounting, costing, and click the continue.
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4. Enter the organization levels based on the copying material to the material being created. Enter the plant as “3000”, the storage location as “0301”, the warehouse as “301”, the storage type as “005” for fixed bin and click the button to continue.
Make sure to enter the “copy from” information correctly to make sure that all the fields are copied correctly from the source material.
5. The profile message pops-up to notify you that the MRP profile is being used. Click the button to continue. Press Enter on the keyboard to move through all the screens until you get to the warehouse management screen.
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6. Update the Stock Placement strategy with the fixed bin storage type indicator. Press Enter on the keyboard to move to the next warehouse screen.
7. Enter the storage bin and press Enter on the keyboard until all screens are created.
8. Click the
button to save the material.
Step 3: Update Purchase Order for Material We will change our purchase order to include additional items for the fixed bin put away during transfer order creation.
1. To change a purchase order, perform one of the following:
Enter transaction code ME22N.
Select the SAP menu path: SAP Menu Logistics Materials Management Purchasing Purchase Order Change
2. Add a new line item to the purchase order by highlighting the first item and clicking the
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3. Change the material to material “102_XXX”, and the order quantity to 4 pieces, and save the purchase order by clicking the
button.
Step 4: Create Goods Receipt for Purchase Order We will create a goods receipt for the purchase order for put away into the warehouse into a fixed bin.
1. To create a goods receipt, perform one of the following:
Enter transaction code MIGO.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
2. Enter the purchase order number and press Enter on the keyboard.
3. We have a default storage location defined in the material master that is another storage location from the one in the warehouse. We will overwrite the storage location with “0301” storage location.
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4. Select the Item OK flag and click the
button to save the goods receipt.
Step 5: Verify the Transfer Order for Put Away into the Fixed Bin We will display the transfer order for put away into the warehouse to verify that the fixed bin was chosen.
1. To display a transfer order for material, perform one of the following:
Enter transaction code LT24.
Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material
2. Enter the material “102_XXX” and click the Execute button transfer order.
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to display the
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As seen in this screen shot, 4 pieces were placed in the fixed bin that we defined in the material master.
Step 6: Confirm Transfer Order In the next unit, we will review all the options for confirmations of transfer orders. In this step, we will confirm the transfer order using the one step transaction. 1. To confirm a transfer order in one step, perform one of the following:
Enter transaction code LT12.
Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Confirm Transfer Order Single Document In One Step
2. Enter the transfer order number and press Enter on the keyboard.
3. Click on
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Exercise: Fixed Bin Put Away Strategy Configuration In this exercise, you will create a material master for a fixed bin, update a purchase order, perform a goods receipt, verify the transfer order in the fixed bin, and confirm the transfer order.
Step 1: Create a Material Master Record Field
Value
Material
102_XXX (XXX is the number assigned to you by the instructor.)
Warehouse
301
Storage Location
0301
Storage Type
ZXX
Copy
Plant 3000 Production Storage 0301 Warehouse 301 Storage Type 002
Step 2: Update the Purchase Order Field
Value
Material
102_XXX (XXX is the number assigned to you by the instructor.)
Quantity
4
Step 3: Perform a Goods Receipt Field
Value
Purchase Order Number
Use the purchase order from the last step.
Step 4: Verify the Transfer Order for Put Away into the Fixed Bin Did the transfer order propose the fixed bin for put away? ________________
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Picking (Stock Removal) Strategies The picking strategies in the standard system are available to determine, based on storage type, the method in which items will be removed from the warehouse. In this section, we will cover the standard picking strategies, perform a demonstration displaying FIFO (First-In-First-Out) picking, and perform an exercise using the FIFO strategy to pick items from the warehouse.
Picking (Stock Removal) Strategies The picking strategies available in the standard system are defined in this section. In addition to the strategies available for picking, a manual picking option is available for manual selection of the bin in the transfer order from the warehouse to the staging area for stock removal. The following table defines the standard strategies for picking (stock removal) in the SAP system.
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Strategy
Description
FIFO
Type “F”: this strategy is used to pick items from stock based on the first date that the first items were placed into inventory based on the storage type where the material is stored.
Stringent FIFO
This strategy is used to pick items from stock based the on first date that the first items were placed into inventory based on the material being stored anywhere in the warehouse.
LIFO
Type “L”: this strategy is used to pick items from stock based on the date that the last items were placed into inventory.
Partial Pallet Quantity
Type “A”: this strategy compares the quantity with the largest bin quantity in the storage type. If the quantity is same or larger, the stock is picked from that bin; if the quantity is smaller, it is picked from a pallet with a partial quantity.
Large/Small Quantity
Type “M”: this strategy is used to define a small and large quantity. The control quantity defined in the material master record defines the amount smaller or equal to when picking for small; if the quantity is above the control quantity, the system continues with the search strategy.
Expiration Date
Type “H”: this strategy is used to choose items based on the expiration date.
Fixed Bin
Type “P”: this strategy uses one bin for each material, defined in the material master.
User-Defined Strategy
This strategy is open to custom programming, allowing any logic for picking that can be defined.
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Demo: FIFO Picking Strategy Configuration In this demonstration, we will review the picking strategy, update the purchase order, perform a goods receipt, confirm the transfer order, create a stock transfer, and verify the transfer order for FIFO.
Step 1: Verify FIFO Picking Strategy for Storage Type We will review the FIFO strategy for the storage type 002. 1. To verify the fixed bin for put away for storage type, select the SAP IMG menu path: Logistics Execution Warehouse Management Strategies Stock Removal strategies Define FIFO Strategy 2. Click the button, enter the warehouse number 301, and press Enter on the keyboard.
3. Confirm that storage type 002 is for FIFO. If there is another strategy instead of F, change the entry and save the change of the put away strategy.
Step 2: Update the Purchase Order We will change our purchase order to include additional items for the fixed bin put away during transfer order creation.
1. To change a purchase order, perform one of the following:
Enter transaction code ME22N.
Select the SAP menu path: SAP Menu Logistics Materials Management Purchasing Purchase Order Change
2. Add a new line item to the purchase order by highlighting the first item and clicking the
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3. Change the material to material “101_FIFO”, change the order quantity to 2 pieces, and save the purchase order by clicking the
button.
Step 3: Create Goods Receipt for Purchase Order We will create a goods receipt for the purchase order for put away into the warehouse into the FIFO storage type area for our evaluation of FIFO.
1. To create a goods receipt, perform one of the following:
Enter transaction code MIGO.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
2. Enter the purchase order number and press Enter on the keyboard.
3. We have a default storage location defined in the material master that is another storage location from the one in the warehouse. We will overwrite the storage location with “0301” storage location.
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4. Select the Item OK flag and click the
button to save the goods receipt.
Step 4: Confirm Transfer Order Find the transfer order number as previously shown and now we create the confirmation of the transfer order. 1. To confirm a transfer order in one step, perform one of the following:
Enter transaction code LT12.
Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Confirm Transfer Order Single Document In One Step
2. Enter the transfer order number and press Enter on the keyboard.
3. Click
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Step 5: Perform a Storage Location Stock Transfer of the Material We will perform a stock transfer of the material from the warehouse storage location to another storage location.
1. To create a stock transfer, perform one of the following:
Enter transaction code MIGO_TR.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Transfer Posting (MIGO)
2. Enter the material, plant and storage location of the source storage location, and the destination storage location.
3. Change the movement type to a 311 for storage location.
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4. Select the Quantity tab and enter a quantity of 4.
5. Select the Item OK flag and click the
button to save the transfer posting.
Step 6: Verify Transfer Order Material We will display the transfer order to verify that FIFO was performed.
1. To display a transfer order for material, perform one of the following:
Enter transaction code LT24.
Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material
2. Enter the material “101_FIFO” and click the Execute button transfer order.
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As seen in this screen shot, 4 pieces were pulled from the FIFO location.
Exercise: FIFO Picking Strategy Configuration In this exercise, you will update the purchase order, perform a goods receipt, confirm the transfer order, create a stock transfer, and verify the transfer order for FIFO.
Step 1: Update the Purchase Order – Add a New Item Field
Value
Material
101_FIFO
Quantity
4
Step 2: Perform a Goods Receipt & Confirm the Transfer Order Field
Value
Purchase Order Number
Use the purchase order from the last step.
Step 3: Create a Stock Transfer from One Storage Location to Another
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Field
Value
Material
101_FIFO
Quantity
4
Plant
3000
Storage location From
301
Storage location to
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Step 4: Verify FIFO in Transfer Order Did the transfer order pull from the correct bin according to FIFO? ___________
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Unit 7: Warehouse Activity Monitor The warehouse activity monitor is the reporting tool for monitoring the warehouse activities. The system monitors the warehouse documents to provide status information when the warehouse documents are within the defined time parameters defined to display the documents that need evaluation. The system provides the option to monitor the following documents in the warehouse.
Unconfirmed Transfer Orders – the monitor displays unconfirmed transfer orders for the transfer orders for which confirmation is outstanding.
Open Transfer Requirements – the monitor displays open transfer requirements for transfer requirements for which transfer order creation of these is outstanding.
Open Posting Change Notices – the monitor displays open posting change notices for posting change notices for which the processing of these notices is outstanding.
Open Deliveries – the monitor displays open deliveries for which the processing of these deliveries is outstanding.
Negative Stock – the monitor reviews negative stock items for the time defined where the stock should have been processed in the system; if the stock is not processed, then the monitor displays this stock as outstanding in processing.
Interim Stock – the interim stock is stock in locations considered as interim storage in the warehouse, such as shipping and receiving. If the interim stock is not processed, then the monitor displays this stock as outstanding.
Critical Stock – the monitor displays stock that is in a critical state.
All of these documents are defined in configuration by the time ranges in which they should start appearing on the monitor. In this unit, we will configure the warehouse activity monitor for all documents, set up the jobs for running the activity monitor, perform an exercise to set up the warehouse activity monitor, and navigate and use the warehouse activity monitor.
Configuration of Warehouse Activity Monitor Configuration of the warehouse activity monitor consists of defining a layout for reporting using the warehouse activity monitor, setting up the definitions for posting updates in the warehouse activity monitor, and scheduling of background jobs to update the statistic information in the monitor.
In this section, we will review the configuration settings available in the warehouse activity monitor and we will perform an exercise to set up the warehouse activity monitor for the warehouse created in Unit 2 in this manual.
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Demo: Warehouse Activity Monitor Configuration In order to set up the activity monitor, three settings must be performed; the monitor is activated for the warehouse objects that are available for monitoring. Monitoring is defined by the time an object is not processed in the system and jobs are defined and started for updating the statistics of the activities defined.
Step 1: Activate Warehouse Activity Monitor We will first update the activity monitor for all the objects available in the warehouse. 1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Activate Warehouse Activity Monitor Objects
2. In our example, we are updating warehouse "301" for all the objects displayed below with layout "1".
The layouts defined in the warehouse activity monitor control the display of the objects. Below are the options for layouts in the warehouse activity monitor.
Layout 1: Movement type Source storage type Destination storage type
Layout 2: Movement type Destination storage type Source storage type
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Layout 3: Source storage type Destination storage type Movement type
Layout 4: Source storage type Movement type Destination storage type
Layout 5: Destination storage type Source storage type Movement type
Layout 6: Destination storage type Movement type Source storage type
Step 2: Configure Unconfirmed Transfer Orders In this step, we will define the critical parameters for unconfirmed transfer orders.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Define Critical Parameters
2. To define the warehouse object for unconfirmed transfer orders, double-click on the unconfirmed transfer order and click the New Entries button. The table below defines the fields available for determination of unconfirmed transfer orders for updating into the warehouse activity monitor.
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Field
Use
Warehouse
The warehouse number where the warehouse activity monitor will record statistics of the documents not processed.
Movement Type
The movement type that is evaluated in determining if the object is included in the statistics of the documents not processed.
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Field
Use
Source Storage Type
The source storage type of the document evaluated in determining if the object is included in the statistics of the documents not processed. In this field a *** can be entered to refer to any storage type.
Destination Storage Type
The destination storage type of the document evaluated in determining if the object is included in the statistics of the documents not processed. In this field a *** can be entered to refer to any storage type.
Critical Duration
The critical duration is the time defined where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor.
Time Unit
The time unit defined is the unit of time where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor. For example, this time unit might be hours, day(s) or week(s).
Calendar
The calendar is defined in some cases to assign a factory calendar to the times defined.
Step 3: Open Transfer Requirements In this step, we will define the critical parameters for open transfer requirements.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Define Critical Parameters
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2. To define the warehouse object for open transfer requirements, double-click on the open transfer requirements, and click the New Entries button. The table below defines the fields available for determination of open transfer requirements for updating into the warehouse activity monitor.
Field
Use
Warehouse
The warehouse number where the warehouse activity monitor will record statistics of the documents not processed.
Movement Type
The movement type that is evaluated in determining if the object is included in the statistics of the documents not processed.
Critical Duration
The critical duration is the time defined where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor.
Time Unit
The time unit defined is the unit of time where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor. For example, this time unit might be hours, day(s) or week(s).
Calendar
The calendar is defined in some cases to assign a factory calendar to the times defined.
Date
The date that is evaluated in the reference document; in this case it's the transfer requirement. 1 – is the creation date and time 2 – is the planning date and time
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Critical Duration of for immediate TO creation
This is the critical duration for TOs that are not immediately created and should have been created.
Time Unit
The time unit defined is the unit of time where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor. For example, this time unit might be hours, day(s) or week(s).
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Step 4: Open Posting Change Notices In this step, we will define the critical parameters for open posting change notices. 1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Define Critical Parameters
2. To define the warehouse object for open posting change notices, doubleclick on the open posting change notices and click the new entries button. The table below defines the fields available for determination of open posting change notices for updating into the warehouse activity monitor.
Field
Use
Warehouse
The warehouse number where the warehouse activity monitor will record statistics of the documents not processed.
Movement Type
The movement type that is evaluated in determining if the object is included in the statistics of the documents not processed.
Critical Duration
The critical duration is the time defined where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor.
Time Unit
The time unit defined is the unit of time where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor. For example, this time unit might be hours, day(s) or week(s).
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Field
Use
Calendar
The calendar is defined in some cases to assign a factory calendar to the times defined.
Critical Duration of for immediate TO creation
This is the critical duration for TO that are not immediately created and should have been created.
Time Unit
The time unit defined is the unit of time where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor. For example, this time unit might be hours, day(s) or week(s).
Step 5: Open Deliveries In this step, we will define the critical parameters for open deliveries.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Define Critical Parameters
2. To define the warehouse object for open deliveries, double-click on the open deliveries and click the New Entries button. The table below defines the fields available for determination of open deliveries for updating into the warehouse activity monitor.
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Field
Use
Warehouse
The warehouse number where the warehouse activity monitor will record statistics of the documents not processed.
Critical Duration
The critical duration is the time defined where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor.
Time Unit
The time unit defined is the unit of time where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor. For example, this time unit might be hours, day(s) or week(s).
Calendar
The calendar is defined in some cases to assign a factory calendar to the times defined.
Select Partial Processed Deliveries
If you select this box, the partially processed deliveries are included in the warehouse activity monitor. This means that any action on the delivery past creation will display the deliveries in the activity monitor.
Step 6: Negative Stock In this step, we will define the critical parameters for negative stock.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Define Critical Parameters
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2. To define the warehouse object for negative stock, double-click on the negative stock and click the New Entries button. The table below defines the fields available for determination of negative stock for updating into the warehouse activity monitor.
Field
Use
Warehouse
The warehouse number where the warehouse activity monitor will record statistics of the documents not processed.
Movement Type
The movement type that is evaluated in determining if the object is included in the statistics of the documents not processed.
Critical Duration
The critical duration is the time defined where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor.
Time Unit
The time unit defined is the unit of time where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor. For example, this time unit might be hours, day(s) or week(s).
Calendar
The calendar is defined in some cases to assign a factory calendar to the times defined.
Dynamic Storage Bin
When you select this flag, only dynamic bins are included in determining the critical state documents. Dynamic bins are bins that are created at the time of processing the transaction. In this case, the bin is created based off the document that caused the bin to go negative.
Step 7: Stock in Interim Storage Type In this step, we will define the critical parameters for stock in interim storage types.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Define Critical Parameters
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2. To define the warehouse object for stock in interim storage types, doubleclick on the stock in Interim Storage Types and click the New Entries button. The table below defines the fields available for determination of stock in Interim Storage Types for updating into the warehouse activity monitor.
Field
Use
Warehouse
The warehouse number where the warehouse activity monitor will record statistics of the documents not processed.
Storage Type
The storage type of the document evaluated in determining if the object is included in the statistics of the documents not processed. In this field a *** can be entered to refer to any storage type.
Critical Duration
The critical duration is the time defined where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor.
Time Unit
The time unit defined is the unit of time where if the documents are not processed, the documents become in a critical state and are shown on the warehouse activity monitor. For example, this time unit might be hours, day(s) or week(s).
Calendar
The calendar is defined in some cases to assign a factory calendar to the times defined.
Dynamic Storage Bin
When you select this flag, only dynamic bins are included in determining the critical state documents. Dynamic bins are bins that are created at the time of processing the transaction.
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Demo: Warehouse Activity Monitor Job Scheduling In this demonstration, we will set up the jobs for the warehouse activity monitor to post the statistics based on the critical parameters into the monitor. These jobs are defined by each object available for definition; the objects are: unconfirmed transfer orders, open transfer requirements, open posting change notices, open deliveries, negative stock, interim stock, and critical stock.
Step 1: Define Variant for the Object Overview Program This variant is the selection of the parameters defined when executing the warehouse activity monitor.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Report Variants Define Variant for "Object Overview" Program
2. Enter the variant name and click the
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On this screen you can choose the fields that you would like to use to filter the output of the warehouse activity monitor.
3. Click the
button to go to the next screen.
4. Enter the Meaning of the Variant Name and click the
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Step 2: Define Variant for the Selection Program In this step, we will create a variant for the first critical object, which is nonconfirmed transfer orders.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Report Variants Define Variants for Selection Programs
Jobs should be scheduled for all activities. In this section, we will only display the creation of the first job and scheduling of this job.
2. Double-click on the first report in the list.
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3. Enter the variant as the same name as the program and click the button.
4. Enter the warehouse number "301" and click the
5. Enter the Meaning of the program and click the
button.
button.
6. Perform the previous steps for all objects that should be included in the warehouse activity monitor.
Step 2: Define Jobs for Selecting Critical Objects In this step, we will create a job for the first critical object, which is non-confirmed transfer orders.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Planning and Monitoring Warehouse Activity Monitor Define Jobs for Selecting Critical Objects
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2. Double-click on the first program for scheduling of unconfirmed transfer orders.
3. Enter the job name and click the
4. Enter the variant, click the scheduling the job.
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5. Click the
button to schedule the job.
6. Click the
button to define the start time.
7. Enter the date and time of when the job should run and click the button to define the times when the job will run. In addition, you will need to click the
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8. Select the period value; in this example, we choose the hourly option and click the button. On the start time screen, click the button again to save the start time and once again to save the job. The following message should be displayed if the job was scheduled.
Exercise: Warehouse Activity Monitor Configuration & Job Scheduling In this exercise, you will activate all objects for your warehouse, define the critical parameters, define variants of selection programs, and define jobs for all the objects.
Step 1: Activate Warehouse Activity Monitor Activate the warehouse activity monitor for all objects. Field
Value
Warehouse
XXX (XXX is the number assigned to you by the instructor.)
Objects
01 02 03 04 05 06 07
Layout
1
Step 2: Configure Unconfirmed Transfer Orders In this step, you will define the critical parameters for unconfirmed transfer orders.
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Field
Value
Warehouse
XXX (XXX is the number assigned to you by the instructor.)
Copy
All the entries for warehouse "301"
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Step 3: Open Transfer Requirements In this step, you will define the critical parameters for open transfer requirements. Field
Value
Warehouse
XXX (XXX is the number assigned to you by the instructor.)
Copy
All the entries for warehouse "301"
Step 4: Open Posting Change Notices In this step, you will define the critical parameters for open posting change notices. Field
Value
Warehouse
XXX (XXX is the number assigned to you by the instructor.)
Copy
All the entries for warehouse "301"
Step 5: Open Deliveries In this step, you will define the critical parameters for open deliveries. Field
Value
Warehouse
XXX (XXX is the number assigned to you by the instructor.)
Copy
All the entries for warehouse "301"
Step 6: Negative Stock In this step, you will define the critical parameters for negative stock. Field
Value
Warehouse
XXX (XXX is the number assigned to you by the instructor.)
Copy
All the entries for warehouse "301"
Step 7: Stock in Interim Storage Type In this step, you will define the critical parameters for stock in interim storage types.
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Field
Value
Warehouse
XXX (XXX is the number assigned to you by the instructor.)
Copy
All the entries for warehouse "301"
Step 8: Define Variant for the Selection Program In this step, you will create a variant for the all the programs. Field
Value
Warehouse
XXX (XXX is the number assigned to you by the instructor.)
Jobs
Create all jobs with a variant using the warehouse you created.
Step 9: Define Jobs for Selecting Critical Objects In this step, you will create a job for every program.
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Field
Value
Warehouse
XXX (XXX is the number assigned to you by the instructor.)
Job
Setup the jobs to run every hour.
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Navigation and Use of Warehouse Activity Monitor The warehouse activity monitor is a management tool designed to provide direction on the items that need to be reviewed and processed in the warehouse. In this section, we will run the warehouse activity monitor and view the critical objects not processed in the warehouse.
Step 1: View Warehouse Activity Monitor 1. To view the warehouse activity monitor, perform one of the following:
Enter transaction code LL01.
Select the SAP menu path: Logistics Logistics Execution Information System Warehouse Warehouse Activity Monitor
2. Enter the Warehouse number and the Variant and click the
button.
On the warehouse activity monitor, the critical objects are displayed in red as seen below.
3. To drill down into the documents click the
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4. As seen on this screen, there are multiple unconfirmed transfer orders split between movement types. Double-click on the Goods Receipt Movement Type.
5. The items are displayed in the screen. Select the first item and click the button to add notes to the transfer order number.
6. Enter the text and click the
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7. Once the text has been entered, the status changes to yellow and the text icon is displayed. To view the text that was entered, click the button.
8. The text is displayed in the popup box; click the processing.
button to continue with
9. If the items are ready for confirmation, you can confirm the transfer order by selecting the menu path.
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10. Select the Confirm TO in background to confirm the TO if the TO has been processed.
11. The transfer order item will turn green on the screen after it has been fully processed. Click the items.
button to return to the monitor to evaluate other
12. Double-click on the open transfer requirements item.
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13. In this screen, the option to create a TO using the transfer requirement is now available. TO in foreground means that you can create the TO manually by stepping through the transactions, TO in background means that you can create the TO automatically. We will leave this transfer requirement and back out of the transaction.
Exercise: Navigate and Use of the Warehouse Activity Monitor Configuration & Job Scheduling In this exercise, you will go into the warehouse activity monitor and validate the items in your warehouse number; then you will go into the monitor and confirm an open transfer order. Use the table below to facilitate your exercise.
Step 1: View Warehouse Activity Monitor Field
Value
Warehouse
XXX (XX is the number assigned to you by the instructor.)
Variant
Training
Action
To review the monitor and provide a total of the open objects in the monitor __________
Step 2: Confirm an open transfer order Field
Value
Warehouse
301
Variant
Training
Action
Select a transfer order and perform the confirmation on the transfer order. Write down the transfer order number _____________________
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Unit 8: Warehouse Movements In the warehouse, every movement of material requires a transactional step in the system. The type of movement defines the processing steps required to process the transaction. In this unit, we will define all the movements in the warehouse. The movement transactions in the warehouse include:
Transfer requirements – are created as requests to move material(s) in the warehouse.
Transfer orders – are created as documents where movements occur in the warehouse. The confirmation of a transfer order in the system moves the material(s) from one location to another.
Goods receipts – are created for material(s) inbound to the warehouse and are put away within the warehouse.
Goods issues – are created for material(s) outbound from the warehouse and are picked from the warehouse.
Stock transfers – are movements of material(s) from one location to another location.
Posting changes – are adjustments of material(s) from one material to another or changes in the status of the material.
All of these movements facilitate the transfer of materials from one location to another location. In certain cases stock might need to transfer into a different type of storage such as quality; this movement is called a stock category change and is performed in the warehouse.
Batch Management is another topic we will review in this unit. Batch Management allows for the association of materials to a batch number. In the Batch Management section, we will cover the following concerning Batch Management:
Overview of Batch Management
Material Master requirements
Batch master records
Batch Statuses
Inventory Management and Batch Management
Goods Receipts
Goods Issues
Stock Transfers
Batch Classification
Batch Determination
Batch Information Cockpit
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Movements in WM In the warehouse, multiple different movements occur to facilitate the operations of the warehouse. In the Movements in WM section, we will cover the following:
Demonstration of Transfer Requirements
Overview of Transfer Requirements
Requirement Type Configuration
Exercise: Requirement Type Configuration
2-Step Picking for Transfer Requirements
Manual Transfer Order Creation Using a Transfer Requirement
Exercise: Manual Transfer Order Creation Using a Transfer Requirement
Demonstration of Transfer Orders
Overview of Transfer Orders
Define Movement Types
Define Replenishment Control
Automatic Transfer Order Creation
Transfer Order Splitting
Exercise: Transfer Order Splitting
Confirmation Control in the Warehouse
Creation of Transfer Orders for Stock List
Exercise: Creation of Transfer Orders for Stock List
Confirmation of Transfer Orders
Exercise: Confirmation of Transfer Orders
Demonstration of Goods Receipt
Define Print Control
Handling Differences
Exercise: Handling Differences
Demonstration of Goods Issues
Define Movement Types for Goods Issue
Processing Pick Transfer Orders
Exercise: Processing Pick Transfer Orders
Demonstration of Stock Transfer
Creation of Transfer Order without source object
Storage Location Transfer within Inventory Management
Exercise: Creation of Transfer Order without source object
Exercise: Storage Location Transfer within Inventory Management
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Demonstration of Posting Changes
Creation of posting change notice
Creation of Transfer Order from posting change notice
Creation of Transfer Order from a list of posting change notices
Exercise: Creation of posting change notice
Exercise: Creation of Transfer Order from posting change notice
Exercise: Creation of Transfer Order from a list of posting change notices
Transfer Requirements Transfer requirements are created to plan a stock movement within the warehouse. Transfer requirements are intended for the following actions:
A need to move material(s) into the warehouse
A need to move material(s) out of the warehouse
Transfer requirements provide information about the quantities and the intended stock movements. Once the transfer requirement is completed, a transfer order is created to move the material(s) in the system. Transfer requirements can be converted into one transfer order or multiple transfer orders. In this section, we will review the transfer requirements, display the requirement type configuration, review 2-step picking for transfer requirements, and create a manual transfer order from a transfer requirement.
Overview of Transfer Requirements Transfer requirements are used to specify a need to move an item where a transfer order defines the actual movement; transfer requirements contain the following information:
The material(s) that need to be moved
The amount of material(s)
How the material is palletized in the warehouse
The type of movement based on the movement type
From where the transfer requirement originated
Any partially moved inventory
The most commonly used transactions to display for transfer requirement are:
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LB01 – Create a transfer requirement
LB02 – Change a transfer requirement
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LB03 – Display a transfer requirement
LB10 – Display transfer requirements based on a storage type
1. To display a transfer requirement, perform one of the following:
Enter transaction code LB10.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Transfer Requirement Display For Storage Type
The following table defines the fields available for entry on the transfer requirement using storage types. Field
Use
Warehouse Number
The warehouse where the transfer requirement exists.
Source Storage Type
The source storage type where the material(s) will be moved from this storage type. The storage types used for source types material(s) coming into the warehouse are the interim types, such as the 900 storage types.
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Field
Use
Destination Storage Type
The destination storage type where the material(s) will be moved to this storage type. The storage types used for destination types material(s) coming out of the warehouse are the interim types, such as the 900 storage types.
Status of Movements
This option allows you to filter the movements for transfer requirements that are open, partial delivered, and completed.
General Selection Criteria
This option allows you to filter the transfer requirements based on priority
2. Enter the Warehouse Number "301" and press Enter.
All of the open transfer orders are listed in this screen. This screen allows for the processing of transfer requirements into a transfer order. There are two processing methods available:
TO in Foreground – this option allows you to walk through the creation of a transfer order. This option can be extremely helpful when there is an error creating a transfer order. The error is shown on the transfer order creation screen when there is an error.
TO in Background – this option creates the transfer order in the background without any display of the creation.
3. Double-click on the transfer requirement to display the transfer requirement.
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4. The transfer requirement displays the movement type, interim storage type, material, plant, storage location, and quantity. Click the the header.
button to display
The header of the transfer order displays the transactional data.
On each transfer order either the source storage type or destination storage type is defined.
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Requirement Type Configuration Requirement types define the originating document for the transfer order creation within the warehouse. The most commonly used standard requirement types are:
Purchase Order
Sales Document
Sales Order
This configuration defines the requirement - the selection of dynamic bin selection and fields displayed in the document. In cases such as goods receipts, multiple deliveries might arrive for one purchase order before put away; in these cases, setting the dynamic bin material document makes the bin the material document that gives separation in material(s) according to receipts. In this section, we will review the requirement type configuration, create a purchase order, create a goods receipt, review the transfer requirement, change the dynamic bin selection, create another goods receipt, and review the transfer requirement.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Activities Transfers Define Requirement Types
2. Click the warehouse number "301".
button to display the entries for the
3. Create a new session and create a purchase order, then perform one of the following:
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Enter transaction code ME21N.
Select the SAP menu path: SAP Menu Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known
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4. Enter the purchasing organization "3000", company code "3000" and press Enter on the keyboard.
5. Enter the purchasing group "003" and press Enter on the keyboard.
6. Enter the vendor "5595", enter the material "101_XXX", and press Enter on the keyboard.
7. Enter the plant "3000" and press Enter on the keyboard.
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8. Enter the quantity "10" and press Enter on the keyboard. Click the button, select the Save option and write down the purchase order number.
___________________________________________
9. Create a goods receipt for half of the purchase order quantity, then perform one of the following:
Enter transaction code MIGO.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
10. Enter the purchase order number and press Enter on the keyboard.
11. We have a default storage location defined in the material master that is another storage location from the one in the warehouse. We will overwrite the storage location with "0301" storage location. Select the quantity tab.
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13. Enter a quantity of "5" and click the item OK flag. Click the the goods receipt.
button to save
14. To display the transfer requirement to view the source bin, perform one of the following:
Enter transaction code LB12.
Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Transfer Requirement Display For Material Document
15. Enter the material document and press Enter on the keyboard.
16. Click the
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17. The purchase order number is the source storage type. Go to the open session where the requirement types are displayed.
18. Select the dynamic bin material document flag for Purchase Order and click the button.
19. Create a goods receipt for the remaining purchase order quantity, and perform one of the following:
Enter transaction code MIGO.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
20. Enter the purchase order number and press Enter on the keyboard.
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21. We have a default storage location defined in the material master that is another storage location from the one in the warehouse. We will overwrite the storage location with "0301" storage location. Select the quantity tab.
22. Enter a quantity of "5" and select the item OK flag. Click the save the goods receipt.
button to
23. To display the transfer requirement to view the source bin, perform one of the following:
Enter transaction code LB12.
Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Transfer Requirement Display For Material Document
24. Enter the material document and press Enter on the keyboard.
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25. Click the
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button to display the transfer requirement.
The Source Storage Type is now the material document created during the goods receipt process.
Exercise: Requirement Type Dynamic Bin Material Document In this exercise, you will select the dynamic bin material document in the requirement type for the warehouse that you previously created. You will create a purchase order, a goods receipt ,and will verify that the transfer order bin is the material document.
Step 1: Update the Requirement Type with the Dynamic Bin Material Document Field
Value
Warehouse
YXX (XX is the number assigned to you by the instructor.)
Purchase Order (B)
Update the dynamic bin material document
Step 2: Create a Material Master Record
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Field
Value
Material
103_XXX (XX is the number assigned to you by the instructor.)
Warehouse
301
Storage Location
0301
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Field
Value
Storage Type
ZXX
Copy
Material 101_XXX Plant 3000 Production Storage 0301 Warehouse 301 Storage Type 002
Step 3: Create a Purchase Order Field
Value
Material
103_XXX (XXX is the number assigned to you by the instructor.)
Purchasing Org
3000
Purchasing Group
003
Company Code
3000
Quantity
10
Price
1.25
Step 4: Perform a Goods Receipt Field
Value
Purchase Order Number
Use the purchase order from the last step.
Step 5: Display the Transfer Order Field
Value
Transfer Order
Write down the source bin number _________________________________
2-Step Picking for Transfer Requirements 2-Step picking allows for items to go into an interim location before the picking process is complete. This is used primarily during stock removal from the warehouse, where material(s) go to one interim location and are moved from the interim location to the destination as needed. Production staging and shipping processes use this method of staging materials if the desire is to the process the Logistics Execution SAP ECC 6.0
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stock movements in two steps. In this section, we will review the configuration parameters provided for 2-step picking.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Activities Transfers Set Up 2-step Picking for Transfer Requirements
2. Double click on Transfer requirement control and click the button to review the settings for warehouse "301".
3. Enter the warehouse number "301" and press Enter on the keyboard.
The following table describes the fields available for processing of two step movements.
Field
Use
Warehouse
The warehouse where the 2-step picking is desired.
2stP
This defines the relevance for 2-step picking in the warehouse. 2 – 2-step via 2-step procedure for picking Blank – 2-step not relevant for picking
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Field
Use
2-stMatl
If this flag is set, 2-step picking is only relevant on the materials flagged as 2-step for the documents of relevance.
Ck2st
Determines when the 2-step relevancy is checked on the document, the options are as follows: Blank – Do not initiate 2-step 1 – initiate 2-step in foreground 2 – initiate 2-step in background
Mty
The movement type used to perform 2-step picking.
4. Return to configuration selection screen and select Transfer type control.
5. Click the
button to select warehouse "301".
As shown above, the options for two-step picking are on stock removal, stock placement, posting changes, and warehouse supervision. The "2" in the TwoStep Picking field defines 2-step picking as an option for stock removal.
Manual Transfer Order Creation Using a Transfer Requirement In this section, we will create a transfer requirement by performing a transfer posting of material from one storage location to another storage location, then we will create a transfer order using a transfer requirement.
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1. To perform a transfer posting of material from one storage location to another storage location, perform one of the following:
Enter transaction code MB1B.
Select the SAP menu path: Logistics Materials Management Inventory Management Goods Movement Transfer Posting
2. Enter movement type "311" for movement from one storage location to another storage location for plant "3000" and press Enter on the keyboard.
3. Enter the Rcvg SLoc as "0301", material "101_XXX", quantity "1", SLoc "0001" and press Enter on the keyboard. In this movement one piece is going from the "0001" storage location to the warehouse storage location "0301".
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4. Click the
button to save the movement.
5. To display a transfer requirement, perform one of the following:
Enter transaction code LB10.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Transfer Requirement Display For Storage Type
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6. Enter the warehouse number "301" and press Enter.
7. Double-click on the transfer requirement to display the transfer requirement.
8. Verify the material and source storage type and click the
9. Select the checkbox and click the
button.
button.
Exercise: Manual Transfer Order Creation Using a Transfer Requirement In this exercise, you will create a transfer requirement by performing a transfer posting of material from one storage location to another storage location and you will create a transfer order using a transfer requirement.
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Step 1: Perform a transfer posting of material from one storage location to another storage location Field
Value
Movement Type
311
Plant
3000
Material
100_XXX
Quantity
1
Storage Location
0001
Receiving Location
0301
Step 2: Create a Transfer Order using a Transfer Requirement Field
Value
Warehouse Number
301
Transfer Requirement
Process any open transfer requirement for material 100_XXX
Transfer Order
Write down the transfer order number _________________________
Transfer Orders Transfer orders are created to move material(s) within the warehouse, remove material(s) from the warehouse, and to move material(s) into the warehouse. Transfer orders contain the material number, the quantity, source and destination, and return storage bin. In order to create a transfer order the following information is required:
Material Master Warehouse Views
Warehouse Management Movement Types
Strategies for locating the source and destination bins
Source documents for creation of the transfer order, such as transfer requirements and deliveries
In this section, we will review transfer orders, define movement types, define replenishment control, review automatic transfer order creation parameters, define transfer order splitting, review confirmation control in the warehouse,
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perform creation of transfer orders for Stock Lists, and review transfer order confirmations.
Overview of Transfer Orders Transfer orders are used to specify a move an item from one location to another location in the warehouse; transfer orders contain the following information:
The material(s) that need to be moved
The amount of material(s)
How the material is palletized in the warehouse
The type of movement based on the movement type
The destination, source and return bins
Any partially moved inventory
The following diagram displays the basic process for transfer orders. The first step in the process is the creation of a requirement to move material(s) in the warehouse; after the transfer requirement is created, the transfer order is created. The transfer order is assigned a processor to move the material(s) from one location to another. Once the processor is complete with the movement of the material(s), the transfer order is confirmed.
The most commonly used transactions for transfer orders are:
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LT01 – No Source Object Creation
LT10 – From Stock List
LT21 – Single Document Display
LT23 – List Transfer Orders
LT24 – List Transfer Orders for Material
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LT31 – Single Print Transfer Orders
LT12 – In One Step Confirmation
LT15 – Single Document Cancelation
1. To display a transfer order, perform one of the following:
Enter transaction code LT23.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order List
2. Enter the warehouse number "301", select the "Only open TO items" and click the
button to display the open transfer orders.
3. A list of open transfer orders is displayed. The red light signifies that the transfer order still requires confirmation. In the display, the source and target storage types and bins are displayed. Click on the transfer order number to display the details of the transfer order.
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On this screen, the material, the source, and destination locations are displayed with the quantity. As seen here, this transfer order is from a goods receipt of a purchase order to a bin in the warehouse. If the material were a special stock category, one of the following stock categories would be selected.
Special stock is another requirement that might be shown in the transfer order; the following entries are available for special stock.
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The special stock category would be selected from having an entry in the originating document. The special stock category is defined in greater detail in the Material Management Course. We will review special stock categories in the Interface Unit following this unit.
4. To select header information, click the
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The following table describes the key fields in the sections in the transfer order header.
Section
Use
Confirmation
This section tracks the status of confirmations against this transfer order by using the start and end dates.
Reference Data
Displays any reference document available during the creation of the transfer order. In this example, the transfer requirement, requirement number, and material document are displayed. If the field entry is underlined, it is possible to drill down into the reference document.
Other Data
This section displays the confirmation attributes defined when processing the transfer order. The movement type is defined, plus the print code for the transfer order, transfer order priority, and the queue. The Queue is used in radio frequency screens to determine the queue for processing of the transfer orders. This is defined by the storage types in a warehouse.
5. Click two times to return to the main screen. In this screen, it is possible to confirm transfer orders in background and foreground. To confirm the transfer order in background, select the transfer order number and click the button. To confirm the transfer order in foreground, select the transfer order number and click the
button.
Define Movement Types The movement types in the warehouse define how the material is processed in the warehouse once the movement type is selected. In this section, we will review the key fields in the movement type for goods receipt and the goods issue movement type that we detailed in the goods issue section.
1. Navigate to the IMG and execute the following transaction:
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Logistics Execution Warehouse Management Activities Transfers Define Movement Types
2. Click the number "301".
button to select the entries for warehouse
3. Double-click on the movement type "101" for Goods Receipt for Pur Or..
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The following table describes the key fields defined in the movement type.
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Field
Use
Src
The source bin information when selecting this movement type. The Cat is the storage type; the storage bin can be defined if the bin is always the same bin number. FxdBn defines if the source bin should be the fixed bin defined for the material using this movement. Scr. defines if the source bin is a dynamic bin number.
Dest
The destination bin information when selecting this movement type. The Cat is the storage type; the storage bin can be defined if the bin is always the same bin number. FxdBn defines if the destination bin should be the fixed bin defined for the material using this movement. Scr. defines if the destination bin is a dynamic bin number.
Ret
The return bin information when selecting this movement type. The Cat is the storage type; the storage bin can be defined if the bin is always the same bin number.
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Field
Use
Shipment Type
Defines the type of movement using this movement. The following is a display of the options for this field.
Requirement Type
Defines the requirement type using this movement. The following is a display of the options for this field.
Transfer Requirements Section
The following options are available for the transfer requirements section.
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Selection to not allow manual creation of transfer orders
Selection to allow creation of manual transfer requirements
The transfer priority for the movement type.
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Field
Use
Control Section
The following options are available for the control section.
GR data in Quant – the goods receipt data should be reset during goods receipt into the quant.
Manual Storage Bin Input – if this is set, the transfer order can only be created manually and the strategies will be ignored.
Consider Pre-Alloc. Stock – the system will evaluate pre-allocated stock.
Over deliveries – if this indicator is set, the system will pick all of the material(s) in the quant even if it's an over delivery.
Foreground/Backgrnd – selects the processing method of a transaction based on the movement type is this field is selected. D = Background, H = Foreground
HU picking control – this indicator defines how a stock removal is handled with handling units.
Blank – During the confirmation, the first HU is assigned to the transfer order as the destination storage unit. The copy HU indicator is set.
1 – During the confirmation, the issuing handling unit is assigned to the transfer order as the destination storage unit. The copy HU indicator is set.
2 – During the confirmation, the first HU is assigned to the transfer order as the destination storage unit. The copy HU indicator is not set.
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Field
Use
Screen Control Section
The following options are available in the screen control section.
TO Creation Screen Options
TO Confirmation Screen Options
TO Display Screen Options
Print
The print code for the movement type is set. The print control is defined further in this unit.
Automatic TO
Automatic transfer order can be created in background using the program RLAUTA10 for transfer orders and RLAUTA11 for posting change notices. The fields for selection are defined in the automatic transfer order creation section.
Confirmation
TO item can be confirmed immediately – in certain instances, it might be required to confirm a transfer order immediately; if this flag is set, the transfer order is confirmed immediately.
Propose Confirmation – this sets the system to propose confirmation of a transfer order during the creation of the order.
Post to same bin
During a post change the material(s) do not leave the bin; the material(s) are relabeled at the location.
Ref.Stor.Type Search
Reference to the movement type during the storage type search.
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Define Replenishment Control Replenishment allows replenishment from the warehouse to another location within the warehouse. In this section, we will review the replenishment movement types for the storage types in the warehouse. The most commonly used replenishment is from the high-rack storage to fixed bins.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Activities Transfers Define Stock Transfers and Replenishment Control
2. Double-click on the "Define Replenishment Control for Storage Type" option and click the button to display the movement type for replenishment for warehouse number "301".
The following table defines the key fields for replenishment control. Field
Use
Mtyp Repl.
Defines the movement type used to move stock to where the stock will be replenished.
Replenish.
Defines the replenishment method in the storage type. Blank – using the replenishment report 1 – Transfer orders for fixed bin 2 – Transfer orders random
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Automatic Transfer Order Creation The configuration setting for automatic transfer order creation allows for transfer orders to be created in the background from transfer requirements or posting change notices. This allows for the process of transfer requirements to transfer orders to be automated.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Activities Transfers Set Up Autom. TO Creation for TRs / Posting Change Notices
The following table defines the fields available for control for automatic transfer order creation. Option
Use
Assign recipient
Defines the email recipient for errors during creation of transfer orders.
Control Data
Controls how the control for automatic transfer order creation is performed.
Assign control
Defines the control for automatic transfer order creation to the movement types.
Activate
Allows the scheduling of the background jobs to generate automatic transfer orders.
2. Click the transfer order parameters.
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button to display the automatic
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3. Click the "301".
button to display the entries for warehouse
The following table defines the parameters available in the control for automatic transfer order creation. Field
Use
Warehouse
The warehouse number for the control for automatic transfer order creation.
AutoTO
The text field available to associate the parameters with the process of control for automatic transfer order creation.
Sel. Crit.
The selection criteria available for the control for automatic transfer order creation. Three options are available: 1 (Blank) – The system creates a transfer order for each transfer requirement or posting change notice. 2 – The system creates a transfer order for only transfer requirements or posting change notices where the criterion is met. 3 – The system creates a transfer order for only transfer requirements or posting change notices where the criterion is met, with the addition of reference numbers to group transfer requirements.
If this field is set, the second option is chosen; the information is passed to the user exit.
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Field
Use
With RefNo
The selection criteria available for the control of automatic transfer order creation. Three options are available: 1 (Blank) – The system creates a transfer order for each transfer requirement or posting change notice. 2 – The system creates a transfer order for only transfer requirements or posting change notices where the criterion is met. 3 – The system creates a transfer order for only transfer requirements or posting change notices where the criterion is met, with the addition of reference numbers to group transfer requirements.
If this field is set, the third option is chosen; the information is passed to the user exit. Print
Define the print code if the transfer order should print automatically or if another print type should print during the creation of the transfer order.
PASt
Defines the mail control; who should be contacted in case of an error.
Log
Defines the mail control; who should be contacted in case of an error.
4. Click the
button to exit out of the control data configuration and click the button to assign the control for background
processing of transfer orders.
5. Click the "301".
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6. Double-click on movement type "201".
If this option is selected for Automatic TO and the processing program is running, the transfer requirements for goods issues to a cost center will be automatically converted into a transfer order.
Transfer Order Splitting In cases where the transfer orders are created with multiple items and are too large to process, transfer order splitting can be turned on. The following options are available in transfer order splitting using the maximums:
Picking Area Split – the transfer orders are split for every picking area.
Time Split – the time is defined in configuration by the amount of time it takes to move items from one storage type to another storage type.
Weight Split – the weight is defined in the material master of the material.
Volume Split – the volume is defined in the material master of the material.
In addition to splitting the transfer orders, there may be a need to sort the transfer orders being split. This is another option available for transfer orders which we will review in this section.
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In this section, we will set the weight for our transfer orders in the warehouse, create a purchase order that exceeds the weight, create a goods receipt, and review the transfer orders.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Activities Transfers Processing Performance Data /TO Split Define Profiles
2. Double-click the option "Profile for Transfer Order Splitting".
3. Click the
button.
The following table defines the fields in creating the profile for transfer order splitting. Field
Use
Profile
The profile is a text field used to define the profile.
Split pic
The split picking area checkbox splits the transfer order by the picking area.
Sort Profile
The sort profile is the profile in which the sort occurs on the transfer order.
Target Time (Limit)
The time limit in processing before the transfer order is split.
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Field
Use
Time
The time unit in processing before the transfer order is split.
Weight (Limit)
The weight limit in processing before the transfer order is split.
Volume (Limit)
The volume limit in processing before the transfer order is split.
4. Click the button to save the entries and back out of the configuration transaction. Click the option to set the profile to the storage types.
5. Double-click on the "Performance data control" option and click the button.
The following table defines the entries available in defining the TO split profile.
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Field
Use
MvT
The movement type associated with the transfer order.
Source Stor.Ty.
The source storage type of the transfer order. It is possible to enter *** to signify all storage types.
DestStorType
The destination storage type of the transfer order. It is possible to enter *** to signify all storage types.
Profile perf.data
The defined performance profile information used to tie to the human resources incentive area.
Profile TO split
The profile for splitting the transfer orders.
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6. Click the
button to save the entries.
7. Create a new session and create a purchase order, then perform one of the following:
Enter transaction code ME21N.
Select the SAP menu path: SAP Menu Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known
8. Enter the purchasing organization "3000", company code "3000" and press Enter on the keyboard.
5. Enter the purchasing group "003" and press Enter on the keyboard.
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6. Enter the vendor "5595", enter the material "101_XXX", and press Enter on the keyboard.
7. Enter the plant "3000" and press Enter on the keyboard.
8. Enter the quantity "20" on the first line item and a quantity of "30" on the next item and press Enter on the keyboard. Click the button, select the save option, and write down the purchase order number.
9. Create a goods receipt for the purchase order quantity, and perform one of the following:
Enter transaction code MIGO.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
10. Enter the purchase order number and press Enter on the keyboard.
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11. We have a default storage location defined in the material master that is another storage location from the one in the warehouse. We will overwrite the storage location with "0301" storage location. Select the item OK flag for both line items and click the
button to save the goods receipt.
12. In the same transaction, select the display option.
13. The last material document is displayed; press Enter on the keyboard to choose the document.
14. Select the WM view to display the WM details on the material document.
15. To display the transfer orders, perform one of the following:
Enter transaction code LT23.
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Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order List
16. Enter the warehouse number "301" and click the
button.
As seen on the screen, the transfer orders split because of the weight requirement.
Exercise: Transfer Order Splitting In this exercise, you will set the weight of transfer orders in the warehouse, create a purchase order that exceeds the weight, create a goods receipt, and review the transfer orders for splitting.
Step 1: Set the Weight of the Transfer Order
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Field
Value
Warehouse
YXX (XX is the number assigned to you by the instructor.)
Profile
PYXX (XX is the number assigned to you by the instructor.)
Weight
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Step 2: Performance Data Control Field
Value
Warehouse
YXX (XX is the number assigned to you by the instructor.)
Movement Type
101
Source Storage Type
***
Destination Storage Type
***
Profile TO Split
PYXX
Step 3: Create a Purchase Order Field
Value
Purchasing Org
3000
Purchasing Group
003
Company Code
3000
Material
101_XXX (XXX is the number assigned to you by the instructor.)
Quantity
30
Price
1.25
Material
103_XXX (XXX is the number assigned to you by the instructor.)
Quantity
30
Price
1.25
Step 4: Perform a Goods Receipt Field
Value
Purchase Order Number
Use the purchase order from the last step.
Step 5: Display the Transfer Order Field
Value
Transfer Order
Write down the transfer order numbers: _________________________________
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Confirmation Control in the Warehouse In the warehouse, transfers of material(s) require transfer orders to move material(s). Once the movement has occurred in the warehouse based on the transfer order, the transfer order is confirmed. Since there are many processes associated with transfer orders, the method in which to confirm the transfer orders are available. Transfer Order confirmation configuration can be defined by the following options:
Warehouse Number
Storage Type
Movement Type
In addition to confirming transfer orders, differences might occur during the confirmation process relying on the use of Difference Indicators to display the differences. The typical Difference Indictors are:
Blank – posts differences to the transfer order where the differences were defined.
1 – Posts differences to the "DIEBSTAHL" bin in storage type "999".
2 – Posts differences to the source storage bin.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Activities Confirmation
2. Click the button to define the types of differences that can be posted in a confirmation.
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The following table defines the fields available in the difference indicators. Field
Use
DiffID
The difference indicator ID.
Description
The description of the difference defined.
Ty.
The storage type for differences.
Diff. Bin
The bin where differences are posted.
TO
The transfer order number is the bin where the differences are posted.
Srce Bin
The source bin where the material difference should remain.
Update TR
Updates the transfer order using the following options:
Variance
Blank – Updates TR depending of destination storage bin
1 – Doesn't update the TR
2 – Updates the TR
Defines the percentage in variance where the user is not requested to confirm the difference.
3. Click the button to view the entries for the warehouse. If the Sep. Conf. flag is selected, the warehouse will allow 2-step confirmations. In warehouse "301", 2-step confirmations are not allowed.
4. Click the storage type.
button the confirmation options for the
The following table defines the key fields in the storage type confirmation parameters.
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Field
Use
EQ
If this flag is checked, a confirmation is required during put away.
RC
If this flag is checked, a confirmation is required during stock removal.
Zero Stock chck
If this flag is set, the bin must be counted every time the stock value goes to zero.
CB
Defines if the bin can be changed during confirmation of the transfer order.
5. Click the button to display the confirmation parameters for confirmations based on the movement type.
The following table defines the confirmations based on movement types.
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Field
Use
Mty
The movement type for determining confirmations.
Confirm imm.
Defines the movement type for automatic confirmation.
Propose Conf.
Proposes confirmation during the creation of the transfer order.
No two-step c
If this flag is set, two-step confirmations are not allowed.
Screen TO Quit
Defines the screen for transfer order confirmation; the following options are available:
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Creation of Transfer Orders for Stock List There are cases where a movement from one location to another location is required; however, a proceeding document is not created. In this section, we will create a transfer order for stock list.
1. To create a transfer order for stock list, perform one of the following:
Enter transaction code LT10.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Stock Transfer Create Transfer Order From Stock List
2. Enter the warehouse number "301", storage type "001" and movement type "999". We will use the "999" movement type to create a transfer order to move inventory to another bin. Click the button.
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The inventory list is displayed; check the checkbox beside the item and click the button to create a transfer order.
3. Enter the storage type for movement, storage bin, and storage section, and select the confirm immed. option to confirm the transfer order. Click the button to create the transfer order.
4. The line is displayed in green; if there was an error during creation, the line is displayed in red. To check the log, click the
button.
The transfer order is displayed and is confirmed automatically.
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Exercise: Creation of Transfer Orders for Stock List In this exercise, you will create a transfer order for stock list without performing the confirmation of the transfer order.
Create Transfer Order Field
Value
Warehouse Number
301
Storage Type
001
Movement Type
999
Material
Randomly select a material to create a transfer order
Storage Type
001
Storage Bin Entry
Use the drop-down to select a bin
Storage Section
001
Confirm Immediately
Not Selected
Transfer Order
Write down the transfer order number: ________________________________
Confirmation of Transfer Orders In this section, we will review the confirmation of a transfer order. There are two types of confirmations; one-step and two-step. The one-step confirmation is the most commonly used transaction and is the one that we will be reviewing in this section. The two-step confirmation requires completion of the confirmation in two steps; the first step is the pick confirmation and the second step is the transfer step confirmation.
1. To create a purchase order, perform one of the following:
Enter transaction code ME21N.
Select the SAP menu path: SAP Menu Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known
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2. Enter the purchasing organization "3000", company code "3000" and press Enter on the keyboard.
3. Enter the purchasing group "003" and press Enter on the keyboard.
4. Enter the vendor "5595", enter the material "101_XXX" and press Enter on the keyboard.
5. Enter the plant "3000" and press Enter on the keyboard.
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6. Enter the quantity "5" and press Enter on the keyboard. Click the select the Save option and write down the purchase order number.
button,
7. Create a goods receipt for the purchase order quantity, then perform one of the following:
Enter transaction code MIGO.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
8. Enter the purchase order number and press Enter on the keyboard.
9. We have a default storage location defined in the material master that is another storage location from the one in the warehouse. We will overwrite the storage location with "0301" storage location. Select the Quantity tab.
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10. Select the item OK flag. Click the button to save the goods receipt. To display the transfer order for a material, perform the following:
Enter transaction code LT24.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material
11. Enter the warehouse number "301", the material "103_XXX", and click the button.
12. The transfer order that we created is "166"; we will now confirm the transfer order. To confirm the transfer order, perform the following:
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Enter transaction code LT12.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Stock Transfer Confirm Transfer Order Single Document In one step
The following table defines the key fields in the confirmation selection screen. Field
Use
Selection
In this section, the following filter options are available:
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Subsystem items – these are transfer order items that are created in another system and passed to the SAP system.
Storage type items only
Picking Area items only
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Field
Use
Control
In the control, the following control options are available.
Confirmation
The confirmation can be performed in background or foreground
Adoption of pick quantities
Adoption of put away quantities
Close of transfer requirement
In this section, the confirmation is either processed through pick & transfer together, or pick or transfer. If you are choosing pick or transfer only, this is the two-step confirmation.
13. Enter the transfer order number and press Enter on the keyboard.
14. Enter the actual quantity and click the button to save the confirmation. In the event that the quantity is different, the Difference Indicator and the Difference Quantity can be entered.
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Exercise: Confirm Transfer Order In this exercise, you will confirm the transfer order from the previous exercise.
Confirm Transfer Order Field
Value
Transfer Order
Confirm the transfer order from the previous exercise.
Goods Receipts We have performed many goods receipts of material(s) into the warehouse using the purchase order process. The following process flow defines the basic purchase order process.
As displayed in this flow, the first step in the process is the truck arriving; then the packing slip is reviewed and verified. The purchase order is then entered using either the goods receipt transaction or a scanner. Once the goods receipt is complete, a transfer requirement is created and immediately following, a transfer order is created. Items are put away into the warehouse and the confirmation of the transfer order is processed.
In addition to this process of goods receipts, there is another commonly used method to perform the goods receipt; this process is through an inbound delivery. The following process flow defines the basic inbound delivery process.
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As displayed in this flow, the first step in the process is the truck arriving and the packing slip is reviewed and verified. The purchase order is then entered using either the goods receipt transaction or a scanner. Once the goods receipt is complete, a transfer order is created. Items are put away into the warehouse and the confirmation of the transfer order is processed and the goods receipt is performed.
Define Print Control In the warehouse, printing of documents is sometimes a required process if RF devices are not being used. The most common types of printing available are the following documents:
Transfer Orders
KANBAN
Posting Change Notices
In this section, we will review the print definition options available in configuration.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Activities Define Print Control
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The following table defines the print definition options.
Option
Use
Spool Code
Defines the print options, such as if the document should print immediately or delete after print.
Printer Pool / Labels
Defines the printer for labels based on the warehouse number.
Sort Profile/Coll Proc.
Allows for a definition of the printing document based on fields that can be used to sort the items.
Print Code
Defines the program that is used to print based on the print code defined in the movement type.
Handling Differences In cases where material(s) are not available during put away or picking, differences can be processed. We reviewed these configuration settings in detail in the transfer order section. In this section, we will process a difference during goods receipt.
1. To create a purchase order, perform one of the following:
Enter transaction code ME21N.
Select the SAP menu path: SAP Menu Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known
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2. Enter the purchasing organization "3000", company code "3000" and press Enter on the keyboard.
3. Enter the purchasing group "003" and press Enter on the keyboard.
4. Enter the vendor "5595", enter the material "101_XXX" and press enter on the keyboard.
5. Enter the plant "3000" and press Enter on the keyboard.
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6. Enter the quantity "20" on the line item and press enter on the keyboard. Click the button, select the Save option and write down the purchase order number.
7. Create a goods receipt for the purchase order quantity, perform one of the following:
Enter transaction code MIGO.
Select the SAP menu path: SAP Menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)
8. Enter the purchase order number and press Enter on the keyboard.
9. We have a default storage location defined in the material master that is another storage location from the one in the warehouse. We will overwrite the storage location with "0301" storage location. Select the item OK flag for both line items and click the
button to save the goods receipt.
10. To display the transfer orders, perform one of the following:
Enter transaction code LT23.
Select the SAP menu path: SAP Menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order List
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11. Enter the warehouse number "301" and click the
Process the transfer order in foreground by clicking the
button.
button.
12. Enter the Difference Indicator "1" for theft, an actual quantity of "19", and a difference quantity "1".
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13. The pop-up displays the difference; click differences.
to confirm the
Once a difference has occurred in the warehouse, it should be determined through process how to handle adjustments in the system. The process might be any of the following: perform inventory, adjust the difference with inventory management stock, or move the difference quantity to a bin. In our case, we have found the difference quantity and will move the items back into the warehouse.
14. To create a transfer order for stock list, perform one of the following:
Enter transaction code LT10.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Stock Transfer Create Transfer Order From Stock List
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15. Enter the warehouse number "301", storage type "999" and movement type "999". We will use the "999" movement type to create a transfer order to move inventory to another bin. Click the
button.
16. The inventory list is displayed; check the checkbox beside the item and click the
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17. Enter the storage type for movement, storage bin, and storage section, and select the Confirm immed. option to confirm the transfer order. Click the button to create the transfer order.
18. The line is displayed in green; if there was an error during creation, the line is displayed in red. To check the log, click the
button.
The transfer order is displayed and is confirmed automatically.
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Exercise: Handling Differences In this exercise, you will create a purchase order, perform a goods receipt, perform a transfer order confirmation with differences, and create a transfer order to move the difference quantity to a bin.
Step 1: Create a Purchase Order Field
Value
Purchasing Org
3000
Purchasing Group
003
Company Code
3000
Material
101_XXX (XXX is the number assigned to you by the instructor.)
Quantity
20
Price
1.25
Step 2: Perform a Goods Receipt Field
Value
Purchase Order Number
Use the purchase order from the last step.
Step 3: Create a bin for Warehouse Difference Field
Value
Storage Type
999
Storage Area
001
Bin
DIEBSTAHL
Step 4: Confirm a Transfer Order with a Difference
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Field
Value
Difference Indictor
1
Quantity
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Field
Value
Difference Quantity
5
Step 5: Move Material using Stock List Transfer Order Creation Field
Value
Storage Type
001
Warehouse
YXX (XX is the number assigned to you by the instructor.)
Storage Unit
BX1
Confirmation
Confirm Immediately
Goods Issues Goods issues are performed when material(s) are issued to an object. The most common goods issues are:
Delivery Goods Issue – when material(s) are shipped, the process of removing the material(s) from inventory is a goods issue from the delivery document.
Goods Issue to a Cost Center – when a cost center uses material(s), the removal of inventory of these material(s) is called issuing the material(s) to the cost center.
Goods Issue to an Order – when an order uses material(s), the removal of inventory of these material(s) is called issuing the material(s) to the order.
In this section, we will review the movement types for goods issues and process a pick transfer order with a goods issue.
Define Movement Types for Goods Issue The movement types in the warehouse define how the material is processed in the warehouse once the movement type is selected. In this section, we will review the key fields in the movement type for goods issue and perform a goods issue.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Activities Transfers Define Movement Types
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2. Double-click the "201" movement type.
For goods issues to a cost center in the warehouse, the destination is "911", an interim storage type for cost center. In addition, this movement allows for a manual transfer requirement, if chosen as the method of movement.
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There are two ways a goods issue can be performed within the warehouse; either through transactions within the warehouse with adjustments to inventory management, or adjustments to inventory management and stock updates with the warehouse. In this section, we will process the goods issue from inventory management.
3. To perform a goods issue of a material(s), perform one of the following:
Enter transaction code MIGO_GI.
Select the SAP menu path: Logistics Materials Management Inventory Management Goods Movement Goods Issue
4. Select "Goods Issue", "Other" and press Enter on the keyboard.
5. Enter the material "101_XXX" and press Enter on the keyboard.
6. Select the Quantity tab, enter a quantity of "5" and select the Where tab.
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7. Enter the plant "3000", storage location "0301" and select the account assignment tab.
8. Enter the cost center "3100" and click the
icon.
The system automatically goes into the Create Transfer Order for material document.
9. Press Enter on the keyboard and click the in background.
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The source bin is determined; click the icon to create the transfer order. Once the transfer order is confirmed, the inventory is adjusted in the warehouse.
Processing Pick Transfer Orders Outbound deliveries are created most commonly for sales orders, stock transfer orders, and with reference to sales orders. In this section, we will process a pick transfer order using an outbound delivery we create through an outbound delivery with reference to a sales order.
1. To create a pick transfer order for a material(s), perform one of the following:
Enter transaction code VL01N.
Select the SAP menu path: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document With Reference to Sales Order
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2. Enter the shipping point "3000", Order "12519", Delivery Type "LF" and press Enter on the keyboard.
3. Enter a quantity of "1" and click the
icon to save the delivery.
4. Select the menu path below to change the delivery.
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5. The outbound delivery number is displayed on the delivery change screen.
6. Press Enter on the keyboard to change the delivery.
7. Select the Subsequent Functions menu path and click "Create Transfer Order".
8. Click the
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9. Press Enter on the keyboard and click the background.
10. Click the
Stock Removal button in
icon to save the transfer order.
11. To confirm a transfer order through lists, perform one of the following:
Enter transaction code LT23.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order List
12. Enter the warehouse number "301", the transfer order number "172", select the "Only open TO items" and click the transfer orders.
13. Click the line and click the
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icon to confirm the transfer order.
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Exercise: Processing Pick Transfer Orders In this section, you will process a pick transfer order using an outbound delivery that we create through an outbound delivery with reference to a sales order.
Step 1: Create a Outbound Delivery Field
Value
Shipping Point
3000
Order
12519
Delivery Type
LF
Quantity
1
Transfer Order
Write down the transfer order: _____________________________
Step 2: Confirm Transfer Order Field
Value
Transfer Order
Use the transfer order from the previous step.
Stock Transfers Stock transfers are created to post material(s) from one location to another location. The most commonly used stock transfers in the warehouse are:
Company Code to Company Code
Storage Location to Storage Location
Plant to Plant
Bin to Bin
In this section, we will review the creation of a transfer order without a source object using the storage location to storage location move in the warehouse and we will process a storage location transfer in inventory management.
Creation of Transfer Order without source object In the event that a movement from one bin to another bin is required, a transfer order can be created without a source object. In this section, we will create a transfer order to move a material from one bin to another bin.
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1. To create a transfer order without a source object, perform one of the following:
Enter transaction code LT01.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Stock Transfer Create Transfer Order No Source Object
2. Enter the Movement Type "999", Material "101_XXX", Quantity "1", Plant "3000", storage location "0301" and press Enter on the keyboard.
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3. It is possible to enter one bin to another or press Enter on the keyboard to have the system propose the bin transfer.
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4. To complete the creation of the transfer order, press Enter on the keyboard.
Storage Location Transfer within Inventory Management In this section, we will create a transfer requirement by performing a transfer posting of material from one storage location to another storage location, and then we will create a transfer order using a transfer requirement.
1. To perform a transfer posting of material from one storage location to another storage location, perform one of the following:
Enter transaction code MB1B.
Select the SAP menu path: Logistics Materials Management Inventory Management Goods Movement Transfer Posting
2. Enter movement type "311" for movement from one storage location to another storage location for plant "3000" and press Enter on the keyboard.
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3. Enter the Rcvg SLoc as "0301", material "101_XXX", quantity "1", SLoc "0001" and press Enter on the keyboard. In this movement one piece is going from the "0001" storage location to the warehouse storage location "0301".
4. Click the
button to save the movement.
5. To display a transfer requirement, perform one of the following:
Enter transaction code LB10.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Transfer Requirement Display For Storage Type
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6. Enter the warehouse number "301" and press Enter.
7. Double-click on the transfer requirement to display the transfer requirement.
8. Verify the material and source storage type and click the
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9. Select the checkbox and click the
button.
Exercise: Creation of Transfer Order without source object In this section, you will create a transfer order to move a material from one bin to another bin.
Create Transfer Order without source object Field
Value
Movement Type
999
Material
101_XXX
Quantity
1
Plant
3000
Storage Location
0301
Source Bin
Manual Selection
Destination Bin
Manual Selection
Exercise: Storage Location Transfer within Inventory Management In this exercise, you will perform a transfer posting of material from one storage location to another storage location and you will create a transfer order using a transfer requirement.
Step 1: Perform a transfer posting of material from one storage location to another storage location Field
Value
Movement Type
311
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Field
Value
Plant
3000
Material
100_XXX
Quantity
1
Storage Location
0001
Receiving Location
0301
Step 2: Create a Transfer Order using a Transfer Requirement Field
Value
Warehouse Number
301
Transfer Requirement
Process any open transfer requirement for material 100_XXX
Transfer Order
Write down the transfer order number _________________________
Posting Changes Posting changes are adjustments to material(s) status or changes from one material to another material. The posting changes in the warehouse include:
Material to Material
Quality
Returns
Blocked Stock
In this section, we will create a posting change notice, create a transfer order from a posting change notice, and create a transfer from a list of posting change notices.
Creation of posting change notice A posting change notice changes the status of a material in the warehouse.
1. To create a posting change notice, perform one of the following:
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Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Posting change Via Inventory Management Posting Change Notice Create
2. Enter the warehouse number "301", Movement Type "322" and press Enter on the keyboard.
3. Enter the material, plant, storage location and click the notice.
icon to save the
Creation of Transfer Order from posting change notice Once a posting change notice is created, a transfer order is created to change the status of the material.
1. To create a posting change notice, perform one of the following:
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Enter transaction code LT05.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Posting change Via Inventory Management Transfer Order Create By Posting Change Notice
2. Enter the posting change number and press Enter on the keyboard.
3. Highlight the inventory line where the items will be removed from and click the icon.
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4. Highlight the inventory line where the items will be removed from and click the
icon to create the transfer order in background.
5. Click the
icon to save the transfer order.
Creation of Transfer Order from a list of posting change notices Once a posting change notice is created, a transfer order is created to change the status of the material. In this step, we will create the transfer order via a list.
1. To create a posting change notice from a list, perform one of the following:
Enter transaction code LU04.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Posting change Via Inventory Management Transfer Order Create From Lists of Posting Change Notice
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2. Enter the warehouse number "301" and press Enter on the keyboard.
3. Select the posting change notice by clicking the checkbox and click the button to create a transfer order.
Exercise: Creation of posting change notice In this exercise, you will create a posting change notice.
Field
Value
Warehouse
301
Movement Type
322
Material
101_XXX
Plant
3000
Storage Location
0301
To Stock Category
Q
Quantity
1
Posting Change Notice
Write down the posting change notice: __________________________________
Exercise: Creation of Transfer Order from posting change notice In this exercise, you will create a transfer order from a posting change notice.
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Field
Value
Warehouse
301
Storage Type
ZXX
To Stock Category
Q
Quantity
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Field
Value
Transfer Order Number
Write down the transfer order number: __________________________________
Exercise: Creation of Transfer Order from a list of posting change notices In this exercise, you will create a transfer order from a list of posting change notices.
Field
Value
Warehouse
301
Selection
Any Open Posting Change Notice
Batch Managed Stocks Batch Management allows you to store materials not only under their unique material master number, but also under an additional identification tag called a 'batch'. If you have materials that require additional classification based on some specific characteristics, you can further define them, and store them according to their batch. The batch is also useful if you need a way to specify a lot of materials produced on a certain day, say, if you need to recall everything from a production lot.
You can define the batch number when a purchase order is created for materials procured externally, when materials are received into inventory (either through a production process or from an external source), or the batch can be created when the production is created.
Batches can also have statuses defined that either restrict or do not restrict a batch from being used.
When working in the system with materials that are batch managed, all transactions related to the material will utilize and specify which batch is being received, issued, or transferred.
Each batch can have its own classification, which includes values of characteristics that describe the material.
SAP also has functions that allow the system to automatically specify a batch to be used based on batch determination procedures.
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Material Master Requirements Once you have determined that a material will be stored according to its specified batch, you must flag it for Batch Management on the material master record. To do so, follow these steps:
1. Execute the Change Material Transaction: MM02 or follow the menu path: Logistics Materials Management Material Master Change Immediately
2. Enter the material master number as shown below:
3. Click and select either the 'Purchasing' view or the 'General Plant Data/Storage 1' view (both will be shown).
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4. Click and enter the Plant in which you would like to activate Batch Management for the material:
5. Click and select the 'Batch Management' checkbox on one of the two following screens:
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Other fields from the Material Master record are described below:
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Field
Description
Appr. Batch rec. req
Approved Batch record required – both a usage decision (from QM) for the inspection lot must be approved and the batch must be unrestricted. This indicator is only relevant for materials produced in-house via a process order.
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Field
Description
OB Management
This indicator specifies whether an original batch can be created from either the purchasing document or the production order.
OB Ref. Material
You may chose to create the original batch number in reference to another material master, which must be a non-valuated material.
Batch master records It is possible to maintain additional data relevant to a batch on a batch master record. Batch master records can be maintained following this menu path: Logistics Central Functions Batch Management Batch
The following series of screen shots are from the 'Change Batch' transaction.
Change Batch: Basic Data 1
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Change Batch: Basic Data 2
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Change Batch: Material Data
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Change Batch: Changes
Batch Statuses Batches can either be restricted or unrestricted and this status is stored as a characteristic in classification of the batch. The value of this characteristic is then used when SAP is determining whether or not to use the material assigned to that batch.
You can modify the status of the batch either by setting it to restricted on the Quality Management Usage Decision or by updating the batch master record using the 'Change Batch' transaction.
If a user attempts to select a restricted batch at time of goods issue, they will receive an error message indicating the batch is restricted and cannot be used.
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Stock types can also be considered restricted and unrestricted. If the stock type is unrestricted and all of the stock belongs to the same batch, but you want to manage some of that stock as a restricted batch, you must transfer that quantity to another batch and mark the individual batch 'restricted'.
Inventory Management and Batch Management Whenever you are working with a batch managed material in Inventory Management, you must specify the batch of that material.
Goods Receipts In some cases, you may perform a goods receipt on a material that you are immediately consuming. It is therefore not required to enter a batch. However, if you wish to later track the usage of the batch, you should enter it on the goods receipt and you can later use the 'where-used' batch list to find this usage.
When you perform a goods receipt for a batch managed material, the following are updated in SAP:
The batch is either created or updated
The goods receipt date and vendor are updated. The goods receipt date stored here is used later in batch determination strategies in order to follow FIFO or LIFO rules.
The expiration date can be entered if the material requires it.
For goods receipts from a vendor, the vendor number is also updated in the batch record. If you later try to receive more of that material on that batch using a different vendor, the system will issue a warning or error message.
If you are using batch classification, you can also enter the values of the characteristics of the batch at the time of goods receipt.
Goods Issues When you create a delivery or reservation, SAP will reserve the material for that delivery. If the delivery is for a batch managed material, it can actually reserve a specific batch. Materials can be reserved at the plant, storage location, or batch level. If you choose to reserve materials by batch, you will not be able to change the batch at the time of goods issue.
If you have configured and activated batch determination (covered in a later section in this unit), SAP will display the batch determination screen and automatically select a batch for you. If you have not configured or activated
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batch determination, you will be prompted to select a batch at the time of goods issue.
Stock Transfers and Transfer Postings Stock Transfers move materials between plants and/or storage locations. Transfer posting move materials 'virtually' from one material master to another material master or from one stock type to another stock type. When you perform either of these transactions for a batch managed material, you will need to indicate the batch.
For all stock transfers, except 2-step Plant-to-Plant stock transfers, the issuing batch is the same as the receiving batch.
In the first step of the 2-step Plant-to-Plant stock transfer, you enter the issuing plant, storage location, and batch and the receiving plant – but not the receiving storage location or batch. In the second step of the 2-step Plant-to-Plant stock transfer, you will enter the receiving storage location and batch.
Batch Classification In order to use batch determination, you must also use batch classification. Batch classification allows you to define the characteristics of the batch as displayed in the screen shot below:
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Using batch classification allows users to search (or SAP) for batches that have specific characteristics. Characteristics can either be user defined or come from fields that exist in the batch master record, such as expiration date or batch status.
At time of goods receipt, you can require the user to enter the batch characteristics that will be stored in the batch master record. Configuration to require batch classification at time of goods receipt can be found in the IMG here: Logistics – General Batch Management Batch Valuation Valuation of Goods Movement in Inventory Management Activate Batch Classification for Goods Movements in IM
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Batch Determination Batch Determination configuration uses the condition technique. The conditions are maintained for each module of SAP that uses batch managed materials (Production, Inventory, Sales and Distribution, Warehouse Management).
The configuration steps are displayed below:
1. Determine condition tables to be used.
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2. Define access sequence referencing condition table(s).
3. Define strategy types referencing an access sequence.
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4. Define batch search procedure.
5. Allocate batch search procedure to movement types.
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Batch Information Cockpit The Batch Information Cockpit provides a tool to search for batches. It can be found following the menu path: Logistics Central Functions Batch Management Batch Information Cockpit Transaction Code: BMBC
As you can see by the above screen shot, you can search for batches using material information, batch characteristics, classification, stock, usage, and shelf life data.
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Unit 9: Physical Inventory & Cycle Counting SAP provides a few different options for carrying out physical inventory in your warehouse. If you are running a warehouse managed warehouse, you will use the warehouse management component of physical inventory, and if you are only managing your stock at the storage location level, you will use the inventory management component of physical inventory. In this unit, we will cover performing physical inventory using warehouse management. We will also cover how to clear stock differences between warehouse management and inventory management.
In this unit we will cover:
Physical Inventory Methods
Configuration of Physical Inventory
Demo and Exercise of Physical Inventory
Physical Inventory types SAP provides the following physical inventory types:
Annual Physical Inventory
Continuous Physical Inventory
Cycle Counting
Annual Physical Inventory Annual Inventory simply means counting every stock item you store in your inventory once per year. Most companies have adopted a continuous method of physical inventory because it allows you to keep your inventory stock levels more accurate. However, some companies still perform annual physical inventories due to constraints they have in their warehouse.
You can also use this method to count inventory that has not had any physical movements in a one year period.
The following diagram illustrates the process flow:
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Complete all open TOs
Unit 9: Physical Inventory & Cycle Counting
Block Storage Types on which you will perform physical inventory
Print the inventory count sheets
Complete the counts
Select Storage Bins for which you will perform physical inventory
Create physical inventory documents
Enter the results of the count
Process and clear the inventory differences
Continuous Physical Inventory In the previous section, we discussed annual physical inventory. The steps for Continuous Physical Inventory are the same in SAP, except the inventory is carried out over a year period versus in a single major inventory event.
When carrying out continuous physical inventory, you will select which storage types and materials you will count.
Since continuous inventory is done throughout the year, you can perform it at idle times during the year instead of concentrating a major effort in a single event once per year.
Cycle Counting The cycle counting procedure is a form of continuous inventory, except you can set the system up to suggest a list of materials and locations that you should count. You can count your higher volume materials more frequently than the lower volume materials.
You configure how often you want to count each 'volume type' material. Volume type refers to the frequency of use of the material. You can either manually mark a material with a volume type (A for high volume, B for moderate, C for lower volume, or any other type you would like) or have a program mark it based on its historical consumption.
The cycle counting indicator is on the material master, plant/storage data view:
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The transaction that can be run to automatically set the cycle counting indicator is MIBC. The following screen shot displays the selection criteria for running the program:
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Configuration of Physical Inventory Basic Settings for Physical Inventory Prior to creating a physical inventory document, some configuration settings must be maintained. If you copied your warehouse from another warehouse that already had these settings, it will already be set up. Otherwise, follow these steps:
Define Default Values 1. Navigate to the IMG and follow the menu path: Logistics Execution Warehouse Management Activities Physical Inventory Define Default Values
2. For each storage type for which you want to run physical inventory, maintain an entry in the following table:
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Field
Description
PrintMat
If you select this indicator, the following data will be printed on the inventory document:
material number
material description
plant
batch
special stock indicator
special stock number
stock category
quant number
No.Bins
Select this box if you want the system to display the bin number when entering the physical inventory documents. Leave it blank if you want the user to enter it manually.
No.Mat
Select this box if you want the system to display the material master number. Leave it blank if you want the user to enter it manually.
Entry
Defines the input method for inventory results:
DblLn
Presents a double line display when entering results.
Diff.
A percent that if exceeded when entering count results will create a warning message presented to the user.
Define Types per Storage Type The next prerequisite step to completing physical inventory is to define the types of inventory for each storage type.
1. Navigate to the IMG and follow the menu path: Logistics Execution Warehouse Management Activities Physical Inventory Define Types per Storage Type
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2. For each storage type for which you want to run physical inventory, maintain an entry in the following table:
Field
Description
Inventory
Select the appropriate inventory method for the storage type.
PlcmntInv
Check this indicator if you want to trigger an inventory when stock is placed into an empty bin.
ZeroCkIn
Check this indicator if you want to trigger an inventory when stock is removed from a bin leaving it with zero stock. This is called a zero stock check.
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Field
Description
ZeroCheck
Check this indicator if you want to prevent any additional stock from being placed into the bin until the zero stock check has been completed.
Cycle Count
Check this indicator if you want to utilize the cycle counting technique for bins in this storage type.
Define Differences and Document Limits The next prerequisite step to completing physical inventory is to define the movement types to use to post and clear differences and to define how many inventory count items should appear on a single inventory count sheet.
1. Navigate to the IMG and follow the menu path: Logistics Execution Warehouse Management Activities Physical Inventory Define Differences and Document Limits
2. For each warehouse for which you want to run physical inventory, maintain an entry in the following table:
Field
Description
Post Invent. Difference
Defines the movement type to be used when posting positive inventory differences.
Clear Invent. Difference
Defines the movement type to be used when clearing negative inventory differences.
Document items
Defines the maximum number of items on an inventory count sheet.
Clear Differences (Interface to Inventory Management) The next prerequisite step to completing physical inventory is to define the movement types to use to post and clear differences to Inventory Management.
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1. Navigate to the IMG and follow the menu path: Logistics Execution Warehouse Management Activities Physical Inventory Clear Differences (Interface to Inventory Management)
2. Select the activity 'MM-IM Movement Types for Clearing Inventory' and click .
3. For each stock category for which you want to run physical inventory, maintain an entry in the following table:
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Field
Description
Category
Stock Category
Post inventory
Defines the movement type in Inventory Management to which to post positive inventory differences.
Clear Inventory
Defines the movement type in Inventory Management to which to post negative inventory differences.
Cycle Counting If you choose the cycle counting method, in addition to selecting the cycle counting indicator in the Basic Configuration step previously explained (see the section on 'Define Types per Storage Type'), you must complete the following configuration:
1. Navigate to the IMG and follow the menu path: Materials Management Inventory Management and Physical Inventory Physical Inventory Cycle Counting
2. For each plant in which you want to run Physical Inventory, maintain your cycle counting indicators.
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Field
Description
CC phys. Inv. Ind.
Cycle Counting physical inventory indicator – key assigned to each material master at the plant level to determine how often the inventory must be counted in a fiscal year.
No. of phys. Inv.
Number of times in a year that the material must be counted.
Interval
Specifies the number of workdays that should pass until another round of counting that material should occur.
Float Time
Number of workdays that can pass in addition to the interval between the last time the material was counted and when it should be counted again.
Percentage
The percentage of total materials that should belong to the cycle counting indicator. The total of percentages for a single plant should be 100.
The standard SAP method of determining the ABC stratification will not work in all environments, and is one place you may decide that a break from standard SAP procedure is required to account for criteria other than usage or consumption (inventory turns). Inventory value is a typical reason to change from the standard SAP consumption-based ABC stratification. If usage is not an appropriate method to set the cycle count indicator, a decision should be made determining whether the Material Master‟s cycle count indicator can be maintained manually, or whether an enhancement is required to use custom stratification criteria and update the Material Master programmatically.
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Demo and Exercise of Physical Inventory using Cycle Counting Method In this demo and subsequent exercise, we will perform the following steps:
1. Set Cycle Counting indicator in Material Master 2. Activating Physical Inventory Documents 3. Printing Physical Inventory Documents 4. Enter Physical Inventory Results 5. Process WM Inventory Differences 6. Clear Inventory Management differences
Step 1: Set Cycle Counting indicator in Material Master In this step, we will demonstrate using the program to automatically set the cycle counting indicator for our material master. In the end of this section, we will also illustrate how to check and change it on the material master.
1. Follow the menu path: Logistics Materials Management Physical Inventory Special Procedures Cycle Counting Set Cycle-Counting Indicator Transaction Code: MIBC
2. Enter the data shown on the following screen and table and click Execute.
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Field
Value
Plant
3000
Consumption/Usage
Check radio button and leave date defaults
Note: Since all students in class are using the same Plant, the instructor's demo will set the CC indicator for all materials. In the exercise, the students can run the program and check the indicator in the material master record.
3. Review the data on the following screen:
Look for your material and note the old and new CC indicator. Notice the demo material is highlighted.
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4. Click on year:
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to view the counting effort for the plant for the
5. Save your result to update the material master cycle counting indicators.
6. Navigate to the material master to view the cycle counting indicator. Use transaction code MM02.
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Field
Value
Material Master
LES-252-XX
Plant
3000
Storage Location
0301
View
General Plant Data/Storage 1
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Note the CC fixed indicator on this material master. This is why our material was highlighted in green in the 'Set Cycle Counting Indicator' program and marked as 'inconsistent'.
If your material did not get a cycle counting indicator, enter 'A' in the field now.
Step 2: Activating Physical Inventory Documents To activate the physical inventory document for cycle counting, follow these steps.
1. Follow the menu path: Logistics Execution Internal Whse Processes Physical Inventory In Warehouse Management Physical Inventory Document Create Cycle Counting
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Transaction Code: LX26
All transfer orders must have been completed. If you receive the following message: 'blocked', you will need to run the Warehouse Activity Monitor to find all the open transfer orders, complete them, and then start this demo/exercise step over.
2. Enter the data as shown in the following screen shot and table and click Execute to start the process:
Field
Value
Warehouse
301
Storage Type
Leave blank to select all
Inventory in period
Leave defaults
Material
LES-252-XX
3. On the following screen, you will get a list of materials to be cycle counted in your warehouse. If you limited your selection on the initial selection screen, you will only get your material.
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Notice that this Storage Bin is actually blocked. In order to activate this bin for inventory, we had to confirm all open transfer orders.
4. To select all the materials click the
5. Then, click the
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Activate icon to activate the inventory document.
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Alternatively, you can follow the menu path: List Post Documents to schedule the inventory for a later date/time.
Note the inventory number: __________________
Step 3: Printing Physical Inventory Documents To print the physical inventory document for cycle counting, follow these steps.
1. Follow the menu path: Logistics Execution Internal Whse Processes Physical Inventory In Warehouse Management Physical Inventory Document Print Warehouse Inventory List Transaction Code: LI04
2. Enter the data as shown in the following screen shot and table and click Execute to start the process:
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Field
Value
Warehouse
301
Inventory record
Printer
List name
Print Report
Print immediately
Select this checkbox if you want to print the inventory count sheets immediately
3. Press Enter and you will receive the following message:
Note: for purposes of the demo and exercise, we will just print to spool and display from there. Use transaction SP01 to see it in the spool.
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At this time, the warehouse personnel would physically go into the warehouse and count the stock and record the results on the count sheet. The next step will input the results returned by the warehouse personnel.
Step 4: Enter Physical Inventory Results To enter the results for the physical inventory document for cycle counting, follow these steps.
1. Follow the menu path: Logistics Execution Internal Whse Processes Physical Inventory In Warehouse Management Physical Inventory Document Count Results Enter Transaction Code: LI11N
2. Enter the data as shown in the following screen shot and table and press Enter to start the process:
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Field
Value
Warehouse number
301
Inventory Record
Count date
Name of counter
Enter the name of the person who performed the physical count. If you are using the RF version of physical inventory counting, the system will use the person entering the information into the RF device.
3. On the following screen, enter the actual quantity of material counted:
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Field
Value
Counted Quantity
In this example, we had 8857 in bin stock (use transaction code LS23 to view bin stock) and we entered 8856.
4. Click Save to save the input record.
Step 5: Process WM Inventory Differences To process the WM inventory differences for cycle counting, follow these steps.
1. Follow the menu path: Logistics Execution Internal Whse Processes Physical Inventory In Warehouse Management Physical Inventory Document Clear Differences Warehouse Management Transaction Code: LI20
2. Enter the data as shown in the following screen shot and table and press Enter to start the process:
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Field
Value
Warehouse
301
Inventory Record
Variance in %
These fields are used if you do not require a special process (like a recount) to be performed if the inventory is within this tolerance percent or value
Value Based Variance
3. The results of the items to be cleared appear:
4. Select the materials which you want to clear or post the differences. Click to clear the differences from WM. You will receive a message that the bin(s) has been cleared.
Now you have a difference between your WM and IM stock. The stock quantity is actually sitting in an interim storage bin in Storage Type 999 until you clear the differences in IM.
Below is a screen shot of the quant of inventory sitting in Storage Type 999.
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Step 6: Clear Inventory Management differences To clear the differences you just posted to WM in IM, follow these steps:
1. Follow the menu path: Logistics Execution Internal Whse Processes Physical Inventory In Warehouse Management Physical Inventory Document Clear Differences Inventory Management Transaction Code: LI21
2. Enter the data as shown in the following screen shot and table and click Execute to start the process:
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Field
Value
Warehouse number
301
Storage Type
999
Document Date and Posting Date
3. Select the quants you want to clear in IM and click Save.
4. You will receive the following message:
To view the material document for the Inventory Management movement, use transaction MMBE and select your material and movement type 711 or 712: Logistics Execution SAP ECC 6.0
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Student Exercise: Follow the steps in the demo section to complete the following as shown in the demo:
1. Set Cycle Counting indicator in Material Master 2. Activating Physical Inventory Documents 3. Printing Physical Inventory Documents 4. Enter Physical Inventory Results 5. Process WM Inventory Differences 6. Clear Inventory Management differences
Use the following data:
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Field
Value
Material Master
LES-252-XX
Plant
3000
Storage Location
0301
Warehouse
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Unit 10: Interfaces Within the warehouse management module of SAP, there are interfaces between other modules in the application. In this unit, we will cover the following interfaces:
Inventory Management
Demonstration: Inventory Management Configuration
Define Storage Location Control
Define Movement Types
Define Posting Changes
Generate Interim Storage Bins
Activate Automatic TO Creation
Exercise: Activate Automatic TO Creation
Allow Negative Stocks in Interim Storage Types
Production
Demonstration: Production Configuration
General Production Parameters
Production View
Warehouse Management View
Demonstration: KANBAN
Exercise: KANBAN
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Inventory Management Inventory Management has the largest integration interface to the warehouse. In this section, we will review the configuration components of this interface and perform an exercise to create an automatic transfer order. The following items are demonstrated in this section:
Define Storage Location Control
Define Movement Types
Define Posting Changes
Generate Interim Storage Bins
Activate Automatic TO Creation
Allow Negative Stocks in Interim Storage Types
Demonstration: Inventory Management Configuration In this section, we will review the key configuration for the interface between inventory management and warehouse management. We will review the settings for storage location control, define movement types, define posting changes, generate Interim storage bins, activate automatic transfer order (TO) creation, and allow negative stocks in interim storage types.
Define Storage Location Control Storage location control defines the receiving storage location when items are pulled from the warehouse to supply other areas outside of the warehouse.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Inventory Management Define Storage Location Control
2. Choose the selection "Stor. Location Control in Warehouse Mgmt" to maintain storage types that needs an interim storage area for stock transfers. The location defined is the receiving storage location; this is most common in KANBAN processes and movement types,
The following table defines the key fields in storage location setting.
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Field
Value
Sloc
The receiving storage location for stock transfers.
Movement Typ.
The movement type for the stock transfers.
Combine Post Changes
There are two options for combine Post Changes:
Receiving
Blank – the posting of posting changes in inventory management take place separately for each transfer order item after the transfer order item is confirmed.
Check – the posting changes in inventory management do not take place after the transfer order item is confirmed.
The receiving storage plant for stock transfers.
Define Movement Types Movement types in the inventory management interface define the cross reference of movement types from the warehouse and inventory management.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Inventory Management Define Movement Types
2. Select "Assign WM Movement Type References to IM Movement Types", to define the reference movement types in warehouse management for inventory management during processing of differences or transactions between the two modules.
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Field
Value
Reference
This is the reference movement type for warehouse management and inventory management.
Stock transfer
This is the reference movement type for transfers with two steps; stock removal and stock placement.
Transfer posting
This is the reference movement type for posting changes in warehouse management generated from inventory management.
3. To review the movement type cross-reference configuration, select the "WM Consistency Check" option to run the consistency check program.
4. Enter the warehouse number "301", click all the views and click the button.
This program displays the inconsistencies between the movement tables. These entries should all be reviewed to determine the impact to all the processes.
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Define Posting Changes To define the movements of materials in a bin from one status to another status in the warehouse and in inventory management, we will define posting changes in the interface, we will update the confirmation on the movement type to perform automatic confirmations, and we will perform a transfer and review the results in inventory.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Inventory Management Define Posting Changes
2. Click the hold.
button to add posting change capability for quality
3. Enter the above entries to post movements of materials into quality hold. The following table defines the fields in this view. Field
Value
M
Movement type in the warehouse.
Mv
Movement type in inventory management.
Stk C SRC
Defines the available source stock categories.
Stk C DEST
Defines the available destination stock categories.
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Field
Value
SpStk SRC
Defines the available source special stock categories.
SpStk DEST
Defines the available destination special stock categories.
4. Click the
icon to save the entries.
5. To allow for automatic confirmations of the movement type, navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Activities Confirmation Movement Type
Verify the confirmation immediately flag in the movement type for the two movement types.
6. To move inventory from one stock category to another, follow the following menu path: Logistics Logistics Execution Internal Whse Processes Posting Change Direct to Bin Stock Other Posting Changes
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7. Enter the warehouse number, movement type, material and plant, and click the
button to view the bins available for movement into quality hold.
8. Select the material to move and click the materials.
button to transfer the
9. The transfer was successful. To view the stock, perform one of the following:
Go to transaction MMBE.
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Follow the menu path: Logistics Materials Management Inventory Management Environment Stock Stock Overview
10. Enter the material number, plant and click on the
icon.
11. The stock is displayed; click on the storage location "0301" and follow the following menu path.
The warehouse stock is displayed as follows.
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Generate Interim Storage Bins To generate any interim storage bins required in the warehouse, this program is run for each warehouse using the storage type definitions.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Inventory Management Generate Interim Storage Bin
2. Enter the warehouse number and click the
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3. Click the
button.
Activate Automatic TO Creation Activate Automatic TO creation provides the option to activate automatic transfer order creation based on movement types. In this section, we will review the settings, assign automatic transfer orders to the movement type "311" storage location to another storage location and perform a transfer to view the automatic transfer order creation.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Inventory Management Activate Automatic TO Creation
2. Click the transfer order entries.
button to modify the automatic
Below are key fields for assigning movement types in inventory management and warehouse management.
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Field
Value
T
Defines the creation or cancellation of a transfer requirement. Blank – the system does not create a transfer requirement. X – an transfer requirement will be created for the item 1 – the system will cancel any transfer requirements
Cr
This flag causes a posting change notice to be created for any movement.
Immed
This indicator defines if a transfer order is created immediately.
Goods Receipt Date
Defines how the goods receipt date is generated.
3. Click the
button.
4. Enter the warehouse number, movement type "311" for the warehouse and inventory management, select creation of transfer requirement and automatic transfer order creation and click the
button to save the entry.
5. To perform a transfer posting of material from one storage location to another storage location, perform one of the following:
Enter transaction code MB1B.
Select the SAP menu path: Logistics Materials Management Inventory Management Goods Movement Transfer Posting
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6. Enter movement type "311" for movement from one storage location to another storage location for plant "3000" and press Enter on the keyboard.
7. Enter the Rcvg SLoc as "0301", material "101_XXX", quantity "1", SLoc "0001" and press Enter on the keyboard. In this movement one piece is going from the "0001" storage location to the warehouse storage location "0301".
8. Click the
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9. To display the transfer order for a material, perform the following:
Enter transaction code LT24.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material
10. Enter the warehouse number "301", the material "101_XXX", and click the button.
11. The transfer order that we created is "177"; we will now confirm the transfer order. Click the
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Exercise: Activate Automatic TO Creation In this section, you will review the settings, assign automatic transfer orders to the movement type "311" storage location to another storage location and perform a transfer to view the automatic transfer order creation.
Step 1: Create a Movement Type Entry Field
Value
Warehouse
YXX (XX is the number assigned to you by the instructor.)
Movement Type
311
Transfer Requirement
X
Transfer Order
Immediately
Step 2: Perform Storage Location to Storage Location Movement Field
Value
Movement Type
311
Plant
3000
Material
101_XXX
Quantity
1
Storage Location
0001
Receiving Location
0301
Step 3: Confirm the Transfer Order
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Field
Value
Transfer Order
Confirm the transfer order from the previous step.
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Allow Negative Stocks in Interim Storage Types In cases where stock is allowed to go negative, the system provides the function to allow for negative stock based on storage types.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Inventory Management Allow Negative Stocks in Interim Storage Types
In this view, the flag sets the warehouse and storage type to allow negative values if the "Allow negative stock" flag is checked.
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Production The production interface defines the movement from the warehouse in and out of production. In this section, we will review the configuration parameters in the production interface, we will setup KANBAN replenishment in production, and we will perform an exercise to replenish from the warehouse to production using KANBAN.
Demonstration: Production Configuration In this section, we will review the configuration parameters in the production interface with inventory management.
General Production Parameters The general production view defines material staging and delivery for production processing in the warehouse interface.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Define Production
2. Click the for production processing.
button to define material staging and delivery
The following table defines the key fields in the general staging configuration.
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Field
Value
PrSuppArea
The production supply area defined for material staging.
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Field
Value
MtStl
The material staging indicator, defined as follows:
D
Staging of materials through deliveries if the flag is set.
DlTy.
The delivery type for staging through deliveries.
Ship-to-party
The ship-to-party for the delivery.
Production View The production view defines production order processing and execution in the warehouse interface.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Define Production
2. Click the
button to define production order in warehouse
integration with production processing and click the button to view plant 3000 entries.
3. Double-click on "Prod. Sched. Profile" to view the options available for warehouse management with production integration.
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The following table defines the options for Transport: Field
Value
Complete Transfer Requirement
Only complete transfer requirements are created, if this is flagged.
WM Request
The following options are available at release of the order:
GI via Delivery
The goods issue posting takes place with reference to the delivery.
Confirmed Quantity for TR
If flagged, the system will create transfer requirements where the quantity is less than the requirement quantity for the component.
Warehouse Management View The warehouse management view in production planning defines the basic interface information for the warehouse interface.
1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Define Production
2. Select the
button to define the warehouse parameters for
integration with production and click the view the entries for warehouse "301".
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button to
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The following table defines the fields available in the warehouse number control for the production interface. Field
Value
PP Interface Active
Activates the production planning module interface with the warehouse. If this flag is not set, transactions between production and the warehouse are not processed in the system.
Complete Matl. Staging
If this flag is set, the system generates transfer orders for the total quantities of all items in the transfer requirement.
PP Batch Confirmation
If this flag is set, the system generates batches found in the warehouse and confirms those to the production orders.
3. Select the
button to define the warehouse parameters for
integration with production and click the view the entries for warehouse "301".
button to
The following table defines the fields available in the storage type control for the production interface. Field
Value
Deactivate qty reduction
In quantity reduction during transfer order creation, the system checks the destination storage bin in production for stock to prevent unnecessary transfers out of the warehouse. If this flag is set, the quantity reduction check is not performed.
T
Database access during quantity reduction, the following options are available:
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Demonstration: KANBAN KANBAN is a process of replenishment based on a pull system using KANBAN cards to generate the replenishment cycle. The term KANBAN means "Card Signal"; it is the translation of the Japanese word for Kan and Ban. In the simplest form, KANBAN is a card generated when the stock levels in production fall below the desired threshold; the KANBAN card is then given to replenish personnel to replenish the stock of the given item to the desired threshold. Typically, containers are used to trigger a new KANBAN.
For example, the desired amount of an item is four containers in production. Once a container is empty, the KANBAN card is given to replenish personnel to continuously supply production with the correct number of containers in production. The following diagram displays the main process steps for KANBAN in SAP within warehouse management replenishment.
In this section, we will review the storage location control for KANBAN, create a supply area, create a bin for KANBAN, create a control cycle, set the KANBAN to empty in the demand source view, create a transfer order using the transfer requirement, confirm the transfer order and review the demand source view to display the KANBAN set to Full.
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Define Storage Location Control for KANBAN 1. Navigate to the IMG and execute the following transaction: Logistics Execution Warehouse Management Interfaces Stock Transfer for KANBAN Stor. Location Control in Warehouse Mgmt
2. Select the below.
button and enter the following entries using the table
Field
Value
Warehouse
301
Storage Types
150
Plant
3000
Storage Location
0001
Movement Type
311
3. Click the
button to save the storage location control for KANBAN.
Supply Area Creation The first step in setting up KANBAN is to create a supply area to which the material is supplied.
1. To create a KANBAN Supply Area, perform one of the following:
Enter transaction code PK05.
Select the SAP menu path: Logistics Production KANBAN Supply Area Maintain.
2. Enter the plant of the supply area and click
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3. To add a new supply area, click the
button.
Field
Use
Plant
Enter the plant where the supply area resides; this is the plant performing the production.
Supply Area
Enter the name of the supply area defined by the place where the material will reside in production.
Stor. Location
Enter the storage location where the material resides in production.
Responsible
Enter the responsible person in this supply area; this should be the material planner of this material.
Unloading Point
Enter the location where the material is unloaded, if applicable in the KANBAN process.
Create a Bin for KANBAN 1. To create a storage bin for KANBAN, perform one of the following:
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Enter transaction Code: LS01N
Logistics Logistics Execution Master Data Warehouse Storage Bin Create Manually
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2. Enter the data in the following screen as indicated in the table below:
Field
Value
Warehouse
301
Storage Type
150
Storage Bin
KANBAN_XXX
3. Press Enter and complete the data as shown on the following screen and table:
Field
Value
Storage Section
001
4. Click the Save icon to save the storage bin.
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Control Cycle Creation The control cycle defines how KANBAN will be triggered between the demand and source supply areas.
1. To create a KANBAN Control Cycle, perform one of the following:
Enter transaction code PKMC.
Select the SAP menu path: Logistics Production KANBAN Control Cycle Control Cycle Maintenance.
2. Enter the plant, supply area, and responsible controller, and click the button on the far right side of the screen.
3. Select the option for Classic KANBAN.
4. Enter the material number; the plant and supply area default.
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5. Press Enter on the keyboard.
6. Enter the fields described in the table below using the contents from the above screen.
Field
Use
Storing Pos.
The location where the material is stored in the supply area.
No. of KANBANS
The number of containers for the given material, which circulate between the source and demand areas.
Maximum empty
The maximum number of empty containers allowed.
KANBAN quantity
The number of items in each container.
No. Load Carrier
The number or carriers that can be requested with one KANBAN call.
Container
This is the material used for the container; it is used for tracking returnable materials or material visibility for the containers.
Replenishment Strategy
In-house prod – KANBAN for in house production using production elements.
Ext. procurement – KANBAN for external procurement using outbound procurement elements.
Stock transfer – KANBAN using stock transfer within the warehouse to production.
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7. Press Enter on the keyboard. Since stock transfer was chosen, the warehouse number, KANBAN storage type, KANBAN storage bin, and the warehouse storage location are required.
The chosen stock transfer is 0006 to create transfer requirements when the KANBAN is set to empty.
8. Click the
button to save the control cycle.
KANBAN Board – Demand Source View The most basic method of processing KANBANS is through the KANBAN board. The board is available for both demand source and supply sources.
1. To view the demand source view, perform one of the following:
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Enter transaction code PK13N.
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Select the SAP menu path: Logistics Production KANBAN Control Kanban Board Demand Source View.
2. Enter the plant, select Supply Area selection and press Enter on the keyboard.
The KANBAN board shows the supply area, material, KANBAN quantity, and the number of KANBANS by displaying boxes with different colors to display statuses.
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3. Double click on the box to see the current status of the KANBAN.
The detailed information displays the status and the replenishment strategy.
4. To change the status of a container to full, select the KANBAN on the line required.
5. Any boxes in purple are containers in wait status; click the button to initialize the KANBANS and to create transfer requirements for these KANBANS.
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6. Double-click on the KANBAN to display the transfer requirement number.
Transfer Order Creation
1. To display a transfer requirement and create a transfer requirement, perform one of the following:
Enter transaction code LB10.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Transfer Requirement Display For Storage Type
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2. Enter the warehouse number "301" and press Enter.
3. Double-click on the TR Number to display the transfer requirement.
4. Verify the material and source storage type and click the
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5. Select the "S" checkbox and click the
button.
Confirm Transfer Order 1. To confirm the transfer order, perform the following:
Enter transaction code LT12.
Select the SAP menu path: Logistics Logistics Execution Internal Whse Processes Stock Transfer Confirm Transfer Order Single Document In one step
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The following table defines the key fields in the confirmation selection screen.
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Field
Use
Selection
In this section, the following filter options are available:
Open TO items only
Subsystem items – these are transfer order items that are created in another system and passed to the SAP system.
Storage type items only
Picking Area items only
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Field
Use
Control
In the control, the following control options are available.
Confirmation
The confirmation can be performed in background or foreground
Adoption of pick quantities
Adoption of put away quantities
Close of transfer requirement
In this section, the confirmation is either processed through pick & transfer together, or pick or transfer. If you are choosing pick or transfer only, this is the two-step confirmation.
2. Enter the transfer order number and press Enter on the keyboard.
3. Enter the actual quantity and click the button to save the confirmation. In the event that the quantity is different, the Difference Indicator and the Difference Quantity can be entered.
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Completing the KANBAN – Demand Source View Once the transfer order is confirmed, the KANBAN is set to Full.
1. To view the KANBAN, perform one of the following:
Enter transaction code PK13N.
Select the SAP menu path: Logistics Production KANBAN Control Kanban Board Demand Source View.
2. Enter the plant, select Supply Area selection, and press Enter on the keyboard.
The KANBAN board shows the supply area, material, KANBAN quantity, and the number of KANBANS by displaying boxes with different colors to display statuses.
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3. Double click on the green box to see the current status of the KANBAN.
The container was set to full when the transfer order was confirmed.
Exercise: KANBAN In this exercise, you will review the storage location control for KANBAN, create a supply area, create a bin for KANBAN, create a control cycle, set the KANBAN to empty in the demand source view, create a transfer order using the transfer requirement, confirm the transfer order, and review the demand source view to display the KANBAN set to Full.
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Step 1: Review the Storage Location control for KANBAN
Field
Value
Warehouse
301
Storage Types
150
Plant
3000
Storage Location
0001
Movement Type
311
Step 2: Create a Supply Area Field
Value
Plant
3000
Supply Area
WM_KAN_XXX (XX is the number assigned to you by the instructor.)
Storage Location
0001
Responsible
101
Step 3: Create a Bin for KANBAN
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Field
Value
Warehouse
301
Storage Type
150
Storage Bin
KANBAN_XXX (XXX is the number assigned to you by the instructor.)
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Step 4: Create a Control Cycle Field
Value
Classic KANBAN
X
Material
101_XXX
Supply Area
WM_KAN_XXX (XXX is the number assigned to you by the instructor.)
No. of Kanbans
4
Kanban Quantity
10
Stock Transfer
006
Warehouse
301
Storage Types
150
Storage Bin
KANBAN_XXX (XXX is the number assigned to you by the instructor.)
Storage Location
0301
Step 5: Set the KANBAN to Empty in the Demand Source View Field
Value
Set one KANBAN to Empty
Write down the KANBAN number: _________________________________
Step 6: Create a Transfer Order using the Transfer Requirement Field
Value
Create a Transfer Order
Write down the transfer order number: _______________________________
Step 7: Confirm the Transfer Order Field
Value
Confirm Transfer Order
Use the transfer order from the previous step.
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Step 8: Review the Demand Source View to display the KANBAN set to Full
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Field
Value
View the KANBAN set to Full
Write down the quantity: _________________________________
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