SAP MM Configuration
Short Description
SAP MM Configuration...
Description
SAP MM Configuration 2 Enterprise Structure - Definition
2.1 Define Valuation Level
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Definition ® Logistics general ® Define Valuation Level
Transaction Code
OX14
I.
Here we specify the level at which material stocks are valuated. We have used the Plant level since the application component Production Planning (PP) and Costing are being used.
Depending on the valuation level chosen, accounting data (in particular the valuation price) is maintained for each plant or for each company code in the
material master record. If material stocks are valuated at company code level, all plant stocks of a material
are managed in a joint stock account for each company code. If material stocks are valuated at plant level, the material stocks for each plant can
Configuration Description
be managed in different accounts. We can define a separate account determination for each plant.
2.2 Define Plant Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Definition ® Logistics general ® Define, copy, delete, check plant
Transaction Code
SPRO
I.
As a part of the Logistics Organizational Structure, Plants are defined in SAP. The „Plant‟ is an operating area or a branch or a location within a company. Each 'Plant' is assigned to a single 'company code'. A 'company code' can have several 'Plants'.In case of ITZ Pvt. Ltd., the various 'Plants' are assigned to each 'company code'. Configuration
Configuration of One Plant is depicted here, (for list of all please refer to MM KDS
Description
Document)
2.3 Maintain Storage Location I.
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Definition ® Materials Management ® Maintain
Menu path
Storage Location
Transaction Code
OX09 A storage location is the place where stock is physically kept within a plant. There may be one or more storage locations within a plant.
Configuration Description
A storage location has the following attributes:
A storage location has a description and at least one address. It is possible to store material data specific to a storage location. Stocks are managed only on a quantity basis and not on a value basis at storage location level. Physical inventories are carried out at storage location level. Configuration of Storage Locations under One Plant is depicted here, (for list of all please refer to MM KDS Document)
2.4 Maintain purchasing organization I.
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Definition ® Materials Management à Maintain
Menu path
Purchasing Organization
Transaction Code
SPRO At this node we configure the Purchasing Organization .The purchasing organization is the highest level of aggregation (after the organizational unit "client")
Configuration Description
for purchasing statistics. In case of ITZ One single Purchase Organization is created as under :
3 Enterprise Structure Assignments 3.1 Assign Plant to Company Code Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Assignment ® Logistics general ® Assign Plant to Company Code
Transaction Code
SPRO
I.
A Plant needs to be assigned to one of the Company Codes, the relation is always one to one i.e. One Plant can be assigned to only one company code Configuration All the plants can‟t be shown here(for complete list refer MM KDS document)
Description
3.2 Assign purchasing organization to company code I.
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Assignment ® Logistics general ® Assign purchasing organization to
Menu path
company code
Transaction Code
SPRO In this node we assign the Purchasing Organization to the company code under which it works.
Configuration Description
In case of ITZ the Purchasing Organization is Central, so it is not assigned to any Company Code
3.3 Assign purchasing organization to Plant I.
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Assignment ® Logistics general ® Assign purchasing organization to
Menu path
Plant
Transaction Code
SPRO In this step we assign purchasing organizations to the plants for which they are
Configuration
responsible. In case of ITZ since it operates with Centralized Purchasing Org. we have assigned
Description
the Purchasing Org. to all the plants defined as of now
3.4 Assign standard purchasing organization to plant I.
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Assignment ® Logistics general ® Assign standard purchasing
Menu path
organization to plant
Transaction Code
SPRO If several purchasing organisations procure for a certain plant, we can define one of them as the standard purchasing organization for the transactions "pipeline procurement", "consignment" and "stock transfers". In source determination for stock transfers and consignent, the system automatically utilizes this standard purchasing organization. In the case of goods issues of pipeline materials, the purchasing info records of the standard purchasing organization are read.
Configuration
In ITZ, we have not defined this Setting as we are using single Purchasing
Description
Organisation
4 General Logistics 4.1 Assign Fields to Fields Selection Groups Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Field Selectionà Assign Fields to Fields Selection Groups
Transaction Code
OMSR
I.
Assignment of Material Master Fields is required to define whether a field is hidden or displayed, or whether an entry is mandatory or optional in material master maintenance, it is always advisable to work with Standard SAP settings, but for few business requirement some assignments are changed to new field selection groups defined as per reserved name space. in case of ITZ, some of the list of changed entries is as given below: Configuration Description
Field Name MVKE-MVGR1
Description Material group 1
Changed Field Grp 211
MVKE-MVGR2 MVKE-MVGR3
Material group 2 Material group 3
211 211
4.2 Maintain Field Selection for Data Screens Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
I. Menu path
Master à Field Selectionà Maintain Field Selection for Data Screens
Transaction Code
OMS9 In this step we define the nature of a Field belonging to a particular Field Selection Group wrt the Screen Reference of a Material Type. Steps involved are :
Configuration Description
Selecting the field selection group. Select the field selection option (hide, display, required entry, or Optional entry) for each field reference as required.
4.3 Maintain Company Codes for Materials Management Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Basic Settingsà Maintain Company Codes for Materials Management
Transaction Code
OMSY
I.
This activity is done for making a Company Code relevant for materials Management and to define the starting posting period This is a prerequisite for creating a Material Master
Configuration Description
4.4 Define Attributes of Material Types Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à Material Master à Basic Settingsà Material Typesà Define Attributes of Material Types
I. Menu path Transaction Code
OMS2
1. Configuration
2. 3.
Description
4.
Material type is analogous to the family of a material master; all the important attributes of a material are governed by settings in the material type. To be precise it governs : 1. Number range pattern and nature (external/internal) 2. Hide/optional fields in the material master 3. Valuation Control at valuation area level (ultimately used to derive G/L) 4. Control on Production/Purchase
4.5 Define Number Ranges for each material types I. Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Basic Settingsà Material Typesà Define Number Ranges for each Material Types
Transaction Code
MMNR In this step, we have defined the type of number assignment and the number range intervals for material master records. When creating a material master record, system must assign it a unique number. There are two ways of doing this:
internal number assignment In this case, a number within the number range interval allowed is assigned by the SAP system.
external number assignment Here, the user assigns a number within the number range interval allowed. We can define the intervals for external number assignment numerically and alphanumerically. We have defined the number range intervals for so-called groups. We assign one or more material types to each group.
If we assign just one material type to a group, we can define both an internal and
an external number range interval for the material type. If we group together more than one material type, we can define an internal and an external number range interval here too. This allows several material types to have the same number range intervals.
Configuration Description
4.6 Define Attributes of system messages Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Basic Settingsà Define Attributes of system messages
Transaction Code
OMT4
I.
When processing material master records, the system issues a number of system messages containing important user information. In this activity, we define how the
SAP system handles these messages. We have the following options: The message can be suppressed. The message can be displayed as a warning. The message can be displayed as an error message. (can‟t be surpassed) For ITZ requirement Message Numbers MM189 & 312 are changed as Error
Configuration Description
message We are using Standard SAP Messages.
4.7 Define Material Groups Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Settings for Key Fieldsà Define Material Groups
Transaction Code
OMSF
I.
Here we define the Groups for Materials & Services, This Grouping shall be defined keeping in mind the reporting requirement of the company for analysing Purchases,
Configuration
Consumptions, Stocks etc,
Description Setting is just a table entry, few records are shown in the screen shot, for complete list refer to the MM KDS document or the actual system node
4.8 Define External Material Groups I.
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
Menu path
Master à Settings for Key Fieldsà Define External Material Groups
Transaction Code
SPRO
Here we define the Groups for giving an extra key for filtering, sorting the list of Configuration Description
materials from a criterion other than Material grouping In case of ITZ we have not used External Material Groups
4.9 Initialize Period Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Toolsà Initialize Period
Transaction Code
MMPI
I.
This Transaction can be used to initialize the period in materials management , i.e. Configuration
it opens the already closed period (thru Txn : MMPV), but opening a period has serious implications on data consistency in SAP so as recommended by
Description
SAP Follow the instructions in Note 487381 before initialization
5 Materials Management – Consumption based Planning 5.1 Activate MRP for MRP Areas I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àConsumption-based Planning à Master Data à MRP Areas àActivate
Menu path
MRP for MRP Areas
Transaction Code
SPRO This setting is required if we want to have planning at a level other than plants i.e. either of Storage location / at Subcontractor level. An MRP area represents an organizational unit for which we can perform material
Configuration
requirements planning separately. An MRP area can include one or several storage locations of a plant or a
Description
subcontractor. We can define MRP areas in a plant.
For ITZ Ltd., we have not used MRP Areas.
5.2 Define MRP Areas Implementation Guide for R/3 Customizing (IMG) ® Materials
I.
Management àConsumption-based Planning à Master Data à MRP Areas àDefine Menu path
MRP Areas
Transaction Code
SCAL Here we define the MRP areas for a plant for which we would like to carry out material requirements planning separately. When creating an MRP area, we enter the number, which must have at least 5 digits to avoid any overlapping with the plant MRP area, the description and the MRP area type In case of ITZ we have not defined MRP area
Important : If MRP area is activated Conversion of Planning file entries needs to be run in every new System Client through Report RMDBVM00 in Txn : SE38 The conversion report causes the system to create a new planning file. In addition, the system creates MRP area for the existing plants. These MRP areas do not, however, affect the way material requirements planning is carried out. The number for plant MRP areas is identical to the plant number and therefore consists of four digits. The conversion of the current planning file (table MDVM) to the new planning file Configuration Description
(table DBVM) is a prerequisite for carrying out material requirements planning with MRP areas.
6 Materials Management – Purchasing 6.1 Define Attributes of System Messages Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à Environment Data à Define Attributes of System
I. Menu path
Messages
Transaction Code
SPRO In Purchasing, certain system messages containing important information for users may be issued from time to time
In this step, we can specify whether the SAP System:
Configuration Description
Suppresses the relevant information Issues it as a warning message Issues it as an error message In the case of an error message, processing cannot be continued until user input
has been corrected
For ITZ requirement, messages (as a change from standard) are configured as given below:
6.2 Define Purchasing Value Keys Implementation Guide for R/3 Customizing (IMG) ® Materials
I. Menu path
Management àPurchasing à Material Master à Define Purchasing Value Keys
Transaction Code
SPRO With Purchasing value key we can control following functions by using it in the
material master purchasing view, purchasing value key governs: The issue of reminders and urging letters (expediters) with respect to nearly due and overdue deliveries The admissibility of over- and under deliveries ("overages" and "under ages") Order acknowledgment requirements for PO items Shipping/packaging instructions This data appears as default data in purchasing documents and is taken from the material master record (unless a purchasing info record exists, in which case it is taken from the info records).
Configuration Description
6.3 Entry Aids for Items without a Material Master I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à Material Master à Entry Aids for Items Without a
Menu path
Material Master
Transaction Code
SPRO In this step we assign In this step, we can assign a purchasing value key and a valuation class to a material group. The assignment of a purchasing value key default values for reminder levels etc. in purchase order items without a material master record and without an info record. The assignment of a valuation class to a material group enables the system to determine different accounts for the individual material groups.
Configuration Description
For ITZ we have maintained Valuation Classes in the accounting view of the materials.
6.4 Create Purchasing Groups I.
Implementation Guide for R/3 Customizing (IMG) ® Materials
Menu path
Management àPurchasing à Create Purchasing Groups
Transaction Code
SPRO
It‟s a key for a buyer or group of buyers responsible for certain purchasing
activities. useful in accessing information, controlling authorizations, setting up release strategies etc. for ITZ „s Requirement following groups are configured, configuration is a simple table entry but purchasing group has a comprehensive use in all purchasing transactions/ documents
Configuration Description
6.5 Define Document Types (RFQ/Quotation) Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à RFQ/Quotation à Define Document Types
Transaction Code
SPRO
I.
SAP manages RFQs and quotations as documents which are grouped into different
document types., in this step we have : Created new document types Defined item interval Defined admissible follow-on document types Assigned document types to a number range group Defined number range interval Chosen internal external Chosen The update group determines how the data from the document header is updated in the statistics file.
Configuration
Linkage determines which PR document types can be referenced for creating a
Description
particular RFQ document type
6.6 Define Text Types for Header Texts (RFQ/Quotations) I.
Implementation Guide for R/3 Customizing (IMG) ® Materials
Menu path
Management àPurchasing àRFQ /Quotations à Define Text Types for Header Texts
Transaction Code
SPRO
Configuration Description
In this step we define different Texts which appear in RFQ/Quotation Headers, which are used to store information applicable for a particular RFQ document We have standard Header Text Types.
6.7 Define copying rules for Header Texts (RFQ/Quotations) Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àRFQ /Quotations à Define copying rules for Line Texts
I. Menu path
(RFQ/Quotations)
Transaction Code
SPRO
In this step we define copying rules for different header Texts which appear in RFQ/Quotation Line Items Copying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, contracts) to the header text of the RFQ. We link text types in the RFQ with text types in other objects. System can adopt header
Configuration Description
texts from the following objects: RFQ / Quotation Contract Scheduling agreement Vendor master We can also specify whether the adopted text can be edited in the destination document or not. This type of setting is more useful in PO Header Texts
6.8 Define document types (Purchase Requisitions) Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à Purchase Requisitions à Define document types
I. Menu path
(Purchase Requisitions)
Transaction Code
SPRO SAP manages Purchase Requisitions as documents which are grouped into various document types., in this step we have :
Created new document types Defined item interval Defined admissible follow-on document types Assigned document types to a number range group Defined number range interval Chosen internal external Chosen The update group determines how the data from the document header is updated in the statistics file.
Configuration
Above linkage governs which type of PO can be created using PR of a particular
Description
type
6.9 Release Procedure with Classification (Purchase Requisitions) Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à Purchase Requisitions à Release
I. Menu path
Procedure àProcedure with Classification à Set Up Procedure with Classification
Transaction Code
SPRO In this step, we have set up the release procedure with classification. Purchase Requisition release is the process in which Purchase Requisition is approved and released by HOD of concern department for request of required material or services specified in Purchase Requisition. Once the Purchase Requisition is approved and released then Purchase Order or RFQ will be created for that material or services against same Purchase Requisition. Configuration involves following elements in sequence: Release Group: Specify for the release group either "overall release" or "item-wise release" Release codes: The Release Code is a two-character ID allowing a person to release (approve) a requisition.(analogous to approver code) Release Indicators: A release indicator shows the release status of a purchase requisition Release Indicators also involve: Field selection key via the field selection key, we can specify which fields in a purchase requisition with
this release indicator can be changed or must be populated Changes after start of release process With the Changeability indicator, we can specify the effects of changes to a requisition. For example, certain changes may require a new release strategy to be
determined for the requisition. Via the Value change field, we can cause the release strategy to be re-started if the value of a purchase requisition item is increased by more than a certain percentage (e.g. 10%). To do so, set the Changeability indicator to "4 - Changeable, new release in case of new strategy or value change" and enter a percentage in the Value change field. Release Strategy
Configuration Description
The Release Strategy defines the approval process for Purchase Requisitions. The strategy specifies the release codes which are necessary and the sequence in which releases have to be affected. We can define a maximum of eight release codes i.e. 8 Levels of approval. Release Prerequisites indicate the sequence in which a Purchase Requisition must be approved via the release codes. (In ITZ case release is parallel(either / or so
indicators are kept blank)
Release Status indicates the affect after the release by a particular release code
Release Values These values need to be maintained in every client manually, this forms the basis on which release strategy is triggered for a PR. An important prerequisite for this is to create Class & Characteristics in class type 032 Characteristics for Release Strategy Create the Characteristics required for release strategy as master data thru transaction CT04, here the most important setting is to attach the characteristics to corresponding field of structure CEBAN attach it to the structure Class for Release Strategy Create the class as master data thru transaction CL02 and attach the Characteristics created earlier to the class
6.10 Define Number Ranges (Purchase Orders) Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase order à Define Number Ranges
Transaction Code
OMH6
I.
In this step we define number ranges for Purchase order document types, (defined separately in customizing), this setting also includes number ranges for other external purchasing documents i.e. for Contracts/Scheduling Agreements and RFQs. There are two ways of doing this:
internal number assignment In this case, a number within the number range interval allowed is assigned by the SAP system. external number assignment Here, the user assigns a number within the number range interval allowed. We can define the intervals for external number assignment numerically and alphanumerically.
Configuration Description
In case of ITZ all the documents are assigned with internal number ranges with the
exception for document type “Legacy Open P.O”, as it was required to retain the legacy P.O number for this case.
go in change mode and define the intervals as shown:
6.11 Define Document types (Purchase Orders) Implementation Guide for R/3 Customizing (IMG) ® Materials
I. Menu path
Management àPurchasing àPurchase Orders à Define document types
Transaction Code
SPRO SAP manages Purchase Orders as documents which are grouped into various document types., in this step we have :
Created new document types Defined item interval Define allowable item categories Defined admissible follow-on document types Assigned document types to a number range group Defined number range interval Chosen internal external Chosen The update group determines how the data from the document header is updated in the statistics file.
Configuration
Above linkage governs which type of PR can be referenced created while creating
Description
a particular Contract document type
6.12 Set Tolerance Limits for Price Variance I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase
Menu path
order à Set Tolerance Limits for Price Variance
Transaction Code
SPRO When processing a purchase order, the system checks whether the effective price of a PO item shows variances compared with the valuation price stored in the material master record. In addition, it checks whether the specified cash discount value is admissible. Variances are allowed within the tolerance limits. If a variance exceeds a tolerance
Configuration
limit, the system issues a warning or error message. In SAP, the types of variance are represented by the tolerance keys. For each tolerance key, we can define
Description
percentage and value-dependent upper and lower limits per company code.
o
o
PE Price variance, Purchasing Tolerance limit for system message no. 207. This message appears if the specified effective price exceeds the predefined tolerances when compared with the material price. SE Maximum cash discount deduction, Purchasing Tolerance limit for system message no. 231. This is a warning message, which appears when the specified cash discount percentage exceeds the predefined tolerances.
6.13 Release Procedure for Purchase Orders Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase Order à Release Procedure for Purchase Orders
Transaction Code
SPRO
I.
In this step, we have set up the release procedure for Purchase Orders(this also covers the process for other external purchasing documents e.g. contracts/scheduling agreements) Purchase Order release is the process in which PO is approved and released by HOD of concern department for request of required material or services specified in PO. Once the Order is approved and released then GR can be created against the PO In case of ITZ, Release strategy is used in case of all purchases. Configuration involves following elements in sequence: Release Group: Release groups are created for each type of purchasing
Release codes: The Release Code is a two-character ID allowing a person to release (approve) a requisition.(analogous to approver code)
Release Indicators: A release indicator shows the release status of a Purchase Order Release Indicators also involve: Changeability Indicator With the Changeability indicator, we can specify the effects of changes to a POdocument.
Configuration Description
For example, certain changes may require a new release strategy to be determined for the requisition. Via the Value change field, we can cause the release strategy to be re-started if the value of a purchase order is increased by more than a certain percentage (e.g. 10%). To do so, set the Changeability indicator to "6 - Changeable, new release in case of new strategy or value change" and enter a percentage in the Value changefield.
Release Strategy
The Release Strategy defines the approval process for PO. The strategy specifies the release codes which are necessary and the sequence in which releases have to be affected. We can define a maximum of eight release codes i.e. 8 Levels of approval. Release Prerequisites indicate the sequence in which a Purchase Requisition must be approved via the release codes. (In ITZ case release is by a single authority so there are no prerequisite involved) Release Status indicates the affect after the release by a particular release code
Release Values These values need to be maintained in every client manually, this forms the basis on which release strategy is triggered for a PO. An important prerequisite for this is to create Class & Characteristics in class type 032 Characteristics for Release Strategy Create the Characteristics required for release strategy as master data thru transaction CT04, here the most important setting is to attach the characteristics to corresponding field of structure CEKKO And attach it to the structure Class for Release Strategy Create the class as master data thru transaction CL02 and attach the Characteristics created earlier to the class
6.14
Define Screen Layout at Document Level Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase Orders à Define Screen Layout at Document
I. Menu path
Level
Transaction Code
SPRO In this step we define the attributes of various fields contained in a field selection key (defined for a document type) inside which various fields are grouped into
Configuration Description
fields selection groups.Steps involved in the process are : Selecting the field selection key (defined for a document type) Select the field selection option (hide, display, required entry, or Optional entry) for each field inside a field selection group reference as required.
Select a field selection key and set the attributes inside as shown:
get inside a field group and choose the attributes settings can be made similarly for other fields in various other groups as & when required
6.15 Define Text Types for Header Texts (Purchase Orders) Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase Order à Define Text Types for Header Texts
Transaction Code
SPRO
Configuration
In this step we define different Texts which appear in Purchase order header, these are used to store information applicable for a particular PO document
I.
Description
6.16 Define copying rules for Header Texts (Purchase Order) Implementation Guide for R/3 Customizing (IMG) ® Materials
I.
Management àPurchasing àPurchase Orders à Define copying rules for Header Menu path
Texts
Transaction Code
SPRO
In this step we define copying rules for different header Texts which appear inPurchase Order Headers Copying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, contracts, RFQ) to the header text of the Purchase Order. We link text types in the PO with text types in other objects. System can adopt header texts from the following objects:
Configuration Description
RFQ / Quotation Contract Scheduling agreement Vendor master Purchase Requisition We can also specify whether the adopted text can be edited in the destination document or not. Currently we are not maintaining any copying rule for header texts
6.17 Define Text Types for Item Texts (Purchase Orders) I.
Implementation Guide for R/3 Customizing (IMG) ® Materials
Menu path
Management àPurchasing àPurchase Order à Define Text Types for Item Texts
Transaction Code
SPRO
Configuration Description
In this step we define different Texts which appear in Purchase order item level, these are used to store information applicable for a particular PO document line item
6.18 Define copying rules for Item Texts (Purchase Order) Implementation Guide for R/3 Customizing (IMG) ® Materials
I. Menu path
Management àPurchasing àPurchase Orders à Define copying rules for Item Texts
Transaction Code
SPRO
In this step we define copying rules for different item Texts which appear inPurchase Order ITEM Copying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, contracts, RFQ) to the header text of the Purchase Order. We link text types in the PO with text types in other objects.
System can adopt header texts from the following objects: RFQ / Quotation Purchase Requisition Purchase Info record Contract Material master We can also specify here whether the adopted text can be edited in the destination document or not.
Configuration Description
maintain the rules for a text as under
6.19 Define Document Types (Contracts) Implementation Guide for R/3 Customizing (IMG) ® Materials
I. Menu path
Management àPurchasing àContracts à Define Document Types
Transaction Code
OMH6 SAP manages Contracts as documents which are grouped into various document types., in this step we have :
Created new document types Defined item interval Define allowable item categories Defined admissible follow-on document types Assigned document types to a number range group Defined number range interval Chosen internal external Chosen The update group determines how the data from the document header is updated in the statistics file. In case of ITZ, use of Contracts and Scheduling agreements is very minimal so we have retained and used standard SAP document types
Configuration Description
Above linkage governs which type of PR can be referenced created while creating a particular Contract document type
6.20
Define Screen Layout at Document Level (Contracts) Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àContracts à Define Screen Layout at Document Level
I. Menu path Transaction Code
SPRO In this step we define the attributes of various fields contained in a field selection key (defined for a document type) inside which various fields are grouped into fields
selection groups.Steps involved in the process are : Selecting the field selection key (defined for a document type) Select the field selection option (hide, display, required entry, or Optional entry) for each field inside a field selection group reference as required. Select a field selection key and set the attributes inside as shown: get inside a field group and choose the attributes
Configuration Description
settings can be made similarly for other fields in various other groups as & when required
6.21 Define Text Types for Header Texts (Contracts) I.
Implementation Guide for R/3 Customizing (IMG) ® Materials
Menu path
Management àPurchasing àContracts à Define Text Types for Header Texts
Transaction Code
SPRO
Configuration Description
In this step we define different Texts which appear in Contract header, these are used to store information applicable for a particular Contract document
6.22 Define copying rules for Header Texts (Contracts) I.
Implementation Guide for R/3 Customizing (IMG) ® Materials
Menu path
Management àPurchasing àContracts à Define copying rules for Header Texts
Transaction Code
SPRO
In this step we define copying rules for different header Texts which appear inContract Headers Copying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, Contract, RFQ) to the header text of the Configuration Description
Contract. We link text types in the PO with text types in other objects. System can adopt header texts from the following objects:
RFQ / Quotation Contract Vendor master We can also specify whether the adopted text can be edited in the destination document or not.
We are maintaining Standard Text and copying Rules for Header Texts
6.23 Define Text Types for Item Texts (Contracts) Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àContracts à Define Text Types for Item Texts
Transaction Code
SPRO
Configuration
In this step we define different Texts which appear in Contract item level, these are used to store information applicable for a particular Contract document line item
I.
Description
6.24 Define copying rules for Item Texts (Contract) Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àContracts à Define copying rules for Item Texts
Transaction Code
SPRO
I.
In this step we define copying rules for different item Texts which appear inContract Headers Copying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, contracts, RFQ) to the header text of the Contract. We link text types in the Contract with text types in other objects. System
can adopt header texts from the following objects: RFQ / Quotation Purchase Requisition Contract Purchase Info record Material master We can also specify here whether the adopted text can be edited in the destination document or not.
Configuration Description
maintain the rules for a text as under
6.25 Define External Confirmation Categories Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConfirmations à Define External Confirmation Categories
Transaction Code
SPRO
I.
Notification from the vendor to the recipient regarding the status of a purchase order., In case of ITZ , CONFIRMATIONS are not being used Confirmation categories are defined to symbolize the key for a type of confirmation
Configuration Description
6.26 Define Internal Confirmation Categories Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConfirmations à Define Internal Confirmation Categories
Transaction Code
SPRO
Configuration
In this step, we assign an external confirmation category to each internal confirmation category.
Description
Internal Categories are for system controls.
I.
6.27 Set Up Confirmation Control Implementation Guide for R/3 Customizing (IMG) ® Materials
I. Menu path
Management àPurchasing àConfirmations à Set Up Confirmation Control
Transaction Code
SPRO In this step, we assign an external confirmation category to each internal confirmation category.
Internal Categories are for system controls. As shown all the conformation categories are relevant for MRP, but the last one is relevant to GR also, which means that when a GR is made against the P.O line item it will get defaulted with qty of last conf. category
Configuration Description
6.28 Define Access Sequence Implementation Guide for R/3 Customizing (IMG) ® Materials
I.
Management àPurchasing àConditionsà Define Price Determination Process à Define Menu path
Access Sequence
Transaction Code
SPRO
Access sequence is an important element of pricing determination. It is the Order in which the system searches through the condition tables when searching for particular condition records. The search order goes from specific condition records to general condition records. A. E.G.
Configuration Description
Access sequence is made up of condition table (the level at which data is stored) In the access sequence shown system will search for the record from first to last table in sequence. (e.g. if Custom duty % for a material is maintained at all the three levels i.e. Incoterms-plant-maerial / Plant-Material / Plant-Material Type st level , then system will take the record from 1 available level only i.e. Incotermsplant-maerial in this case) Each condition table is defined as an combination of fields for data access and is
assigned to different condition types ( In case of ITZ , we are not maintaining any access sequence),
6.29 Define Condition Types I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination Process à Define
Menu path
Condition Types
Transaction Code
M/06
In this step we have defined condition types. The condition types are used to represent pricing elements such as prices, discounts, surcharges, taxes, or delivery costs in the SAP. These are stored in the system in condition records. For condition types for which we want to maintain conditions with their own validity period we have specified an access sequence. (e.g. for all import duty conditions Important Settings Condition type include: Condition Class: Defines nature of condition as Prices / surcharge / discounts etc. Calculation type: Defines nature of condition unit i.e. Amount type / Percentage / Qty etc Condition Category : e.g. Packaging, Cost , Tax, Delivery Costs(requiring extra vendor at condition level) Access Sequence : Allows condition records to be maintained Header Condition : Allows usage at Header level of Purchasing document Accruals : Makes a condition irrelevant to net price calculation i.e. excluded from tax base
s Configuration Description
6.30 Define Calculation Schema I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination Process à Define
Menu path
Calculation Schema
Transaction Code
M/08
Configuration Description
In this step, we have defined the calculation schemas. In MM area, a calculation schema is a framework of steps used to calculate pricing in as purchasing document Analogous to this is referred to in the Sales and Distribution (SD) area as a pricing procedure. In the calculation schema (pricing procedure), we specify which condition types are to be taken into account in which sequence. In the price (or cost) determination process, the SAP System automatically determines which calculation schema is valid for a business transaction and takes into account, one after another, the condition types it contains. In case of ITZ we have defined schemas all starting with Z*, these will get derived in different types of purchasing documents as per the rule explained in Schema determination configuration Select one of the schema and see the control data as shown below: Important keys in defining Schema are as under: Step No. & Counter: For determination the sequence of conditions and to act as a
base for calculations with in condition From- To : Base for calculation of condition value, this is only relevant for % type of conditions Statistical: Makes a condition non-relevant to account postings Subtotal: Used to pass the condition value in to fields of P.O item tables and other pricing structure Requirement : Used for validating Condition value determination using small ABAP written formulae Base Type: Here a Formula for determining the condition basis as an alternative to the standard. Accrual key: for deriving a separate account during GR / Invoice postings
6.31 Define Schema Group I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination
Menu path
Process à Define Schema Group
Transaction Code
SPRO
Every External Purchase document derives Calculation Schema from a combination of Purchasing Organization and Vendor, to simplify data maintenance for this process SAP works with grouping concept. So all the purchasing org. are grouped in to a Schema group and Vendors requiring same pricing stricture are grouped into a Schema group , now for the combination of these , system derives the pricing schemas
Click on a row to enter :
the other part i.e. vendors are assigned with schema group in vendor master
Configuration Description
6.32 Define Schema Determination I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination
Menu path
Process à Define Schema determination
Transaction Code
SPRO
In this step we have defined the determination of Pricing schema for different type of Purchasing documents and for Stock transport orders
Configuration Description
For standard purchase orders (depending on the schema group of the vendor and the purchasing organization) For stock transport orders (depending on the supplying plant, the document type and the schema group of the purchasing organization)
select first item , and second item
6.33 Define Transaction Event keys Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination
I. Menu path
Process à Define Transaction Event keys
Transaction Code
SPRO
In this step, we have defined transaction/event keys for condition types involving provisions. This enables the system to find the relevant account for provisions (for accrued delivery costs or miscellaneous provisions, for example), We have assigned these transaction/event key to each condition type that is relevant to provisions in the step Define Calculation Schema.
st
Select the 1 row Configuration Description
Select second row, it displays the usage of key in schema
6.34 Maintain Condition Table Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination
I. Menu path
Process à Maintain Condition Table
Transaction Code
SPRO
In this step, we create custom tables, these table are used to store condition records for different condition types , for this these tables should be a part of access sequence With help of this we can derive prices, discounts and surcharges dependent on almost all the fields in a purchasing document. In a condition table, we specify the combination of fields for which we can create condition records. As per SAP recommendation we should not change the condition tables that are included in the standard version of the SAP System. Check the extent to which we can use the condition tables that are supplied with the standard SAP System, for our tables we can only choose names between 501 and 999. If we make no entry, the system will automatically assign a consecutive number. For ITZ we have not defined any tables: Steps: For creating new condition tables. copy a similar condition table and proceed as follows: Configuration Description
Enter the name of the table we wish to create. Note that we can only choose names between 501 and 999. If we make no entry, the system will automatically assign a consecutive number.
Specify whether we wish to create the table with or without a validity period.
Generate the new condition table.
Enter the type of condition table (for example, transparent table). Enter a description for the condition table. From the list of allowed fields that are included in the field catalog and which can be extended there, choose the desired fields for the condition table.
IMP: All the fields that shall be used to pick up any condition value must be part of Header/Key field in the condition table.
6.35 Define Grid for Quantity Variances Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àStatistics àDefine Grid for Quantity Variances
Transaction Code
SPRO
I.
For Purchasing information system for vendor performance the statistics is managed on the amount of quantity variances of vendors. The delivery quantity variance specifies in percent the variance between the purchase order quantity and the quantity actually delivered. This key figure is determined if an order item is completed and is updated for the entry date of the goods receipt or for the entry date of purchase order change. In this step we can determine four interval limits for every purchasing organization. Five intervals are then available to we for evaluation of vendors
Configuration Description
6.36 Define Grid for Delivery Date Variance Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àStatistics àDefine Grid for Delivery date
Transaction Code
SPRO
I.
Delivery date variance data is used in statistics for evaluating vendor performance. The delivery date variance specifies the difference in days the difference between the statistically relevant delivery date and the date of the goods receipt. This key figure is updated during the goods receipt for the entry date. In this step we can determine four interval limits for every purchasing organization. Five intervals are then available to we for evaluation of vendors
Configuration Description
6.37 Define Weighing keys Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àVendor Evaluation à Define Weighing keys
Transaction Code
SPRO
I.
In vendor evaluation criteria are weighted according to their importance through Weighing key.
For example, the overall evaluation of a vendor is calculated from the scores awarded for the main evaluation criteria "price," "quality," and "delivery." The latter comprises "on-time delivery performance" and "quantity reliability." If we consider a vendor's price to be more important than quality, and quality to be more important than delivery, we can assign weights to the criteria in a ratio of three for price, two for quality, and one for delivery. This ratio is recorded in a weighting key.
Configuration Description
6.38 Define Criterion (Vendor Evaluation) Implementation Guide for R/3 Customizing (IMG) ® Materials
I. Menu path
Management àPurchasing àVendor Evaluation à Define Criterion
Transaction Code
SPRO
Configuration Description
Here we have defined the criteria by which the system computes scores for vendors and specify whether the scores for the subcriteria are computed manually, semi-automatically, or automatically. Select One of the criterion and drilldown to sub criterion
6.39 Define Scope of List (Vendor Evaluation) Implementation Guide for R/3 Customizing (IMG) ® Materials
I. Menu path
Management àPurchasing àVendor Evaluation à Define Scope of List
Transaction Code
SPRO In this step we define various types of list, each representing different main criteria or the same main criteria in a different order. In the standard system, the scope-of-list parameters 'standard' and 'version 1' are supplied as an example:
The parameter Standard provides the user with a ranking list of vendors by overall score. The main criteria are arranged in the order "Price", "Quality", "Delivery", "General service/support” and "Externally performed service/work". The parameter Version 1 yields a ranking list of vendors sorted according to the score for the main criterion "Price". Then follow the overall evaluation and the main criteria "General service/support", "Quality", "Delivery", and "Externally performed
Configuration Description
service/work".
check the details of list inside
6.40 Maintain Purchasing Organization data I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àVendor Evaluation à Maintain Purchasing Organization
Menu path
data
Transaction Code
SPRO
Configuration
Select a row and displays criterion for Purchasing Organization Sub criterions for main criterion Weighing for a Purchasing Org.
We have provided Equal Weighting to the Criteria as we have different weighing parameters for ITZ Point scores for a Purchasing Org.
Description
6.41 Define Permissible Partner Roles per Account Group I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPartner Determination à Partner Rolesà Define
Menu path
Permissible Partner Roles per Account Group
Transaction Code
SPRO
Here we can specify for each account group of the vendor which roles the vendor Configuration Description
may assume. Example we can specify that certain vendors may only serve as an ordering address, not as an invoicing party.
6.42 Define Partner Schemas (Vendor Master) I.
Implementation Guide for R/3 Customizing (IMG) ® Materials
Menu path
Management àPurchasing àPartner Determination à Partner settings in Vendor Master recordsà Define Partner Schemas
Transaction Code
SPRO
Partner schemas allow us to group various partner roles. We can specify that certain roles in a schema are mandatory, i.e. cannot be changed after entry. For ITZ, Schema groups Z1 is defined select a schema to detail the allowed partner functions
Configuration Description
6.43 Assign Partner Schemas to Account Groups I.
Implementation Guide for R/3 Customizing (IMG) ® Materials
Menu path
Management àPurchasing àPartner Determination à Partner settings in Vendor Master recordsà Assign Partner Schemas to account groups
Transaction Code
SPRO
Configuration
Here we assign the already defined schema groups to vendor account groups
Description
6.44 Define Partner Schemas (Purchasing Documents) I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPartner Determination à Partner settings in Purchasing
Menu path
documentsà Define Partner Schemas
Transaction Code
SPRO
Configuration Description
Partner schemas allow us to group various purchasing documents for partner determination. We can specify that certain roles in a schema are mandatory, i.e. cannot be changed after entry. For ITZ, Schema group Z001 is defined
Select a Schema to detail the partner function allowed
6.45 Assign Partner Schemas to Document Types Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPartner Determination à Partner settings in Purchasing
I. Menu path
documentsà Assign Partner Schemas to document types
Transaction Code
SPRO
Configuration Description
In this step, we have assigned the partner schemas to the various types of purchasing document. As a result, only the roles of the schema in question can be maintained in documents of the relevant types.
7 Materials Management – External Services Management 7.1 Define Service Category Implementation Guide for R/3 Customizing (IMG) ® Materials Management àExternal Services Managementà Service Master à Define Service
I. Menu path
Category
Transaction Code
SPRO In this step, we define the service category. The service category is the most important criterion for structuring
Configuration
A.
Description
Service master records. It provides a default value for the valuation Classes. Service master records can be assigned to number ranges on the basis of the service category.
7.2 Define Number Ranges I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àExternal Services Managementà Service
Menu path
Master à Define Number Ranges
Transaction Code
SPRO
Configuration Description
In this step, we define Number Ranges for each service category.
7.3 Define Number Range for Service Entry Sheets I.
Implementation Guide for R/3 Customizing (IMG) ® Materials
Menu path
Management àExternal Services Managementà Service Master à Define Service Category
Transaction Code
SPRO
In this step, we define the service category. The service category is the most important criterion for structuring Service master records. It provides a default value for the valuation Configuration Description
A.
Classes. Service master records can be assigned to number ranges on the basis of the service category.
7.4 Define Attributes of System messages Implementation Guide for R/3 Customizing (IMG) ® Materials Management àExternal Services Managementà Service Master à Define Service
I. Menu path
Category
Transaction Code
SPRO In External Services Management, a number of system messages containing important information for users may be issued. Users can process this information further.
Configuration Description
In this step, we can define whether the SAP System Suppresses this information Issues it in the form of a warning Issues it in the form of an error message For ITZ requirement, additional messages no. SE 346 / 347 / 361 is activated asError along with other additional Standard SAP Messages
8 Materials Management – Inventory Mgmt. & Physical Inventory 8.1 Plant Parameters Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and Physical Inventory ® Plant Parameters
Transaction Code
SPRO
I.
In this step, we make the general plant settings for „Inventory Management‟. All settings are also contained in the individual steps of the Implementation Guide for Inventory Management.
Configuration Description
If we have created a plant in the enterprise structure using the Copy plant function, we do not need to make any settings.
If we have created a plant manually, we have to create a new entry for the plant parameters.
8.2 Define Number Assignment for Accounting Documents Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and Physical Inventory ® Number Assignment ® Define Number Assignment for
I. Menu path
Accounting Documents
Transaction Code
OMBA In this step, we set the number ranges for the accounting documents which are created when goods movements or inventory differences are posted.
For accounting-relevant goods movements, the system creates two different documents:
material document accounting document Both the material documents and the accounting documents have their own document numbers. When inventory differences are posted, the system also creates an accounting document for the physical inventory document. In this step, we only maintain the number assignment for accounting documents. Accounting documents are split into document types to allow differentiated document number assignment, which is the basis for distinguishing between the various accounting operations. A number range is assigned to each document type. In a company code, we have to define number intervals for each number range and fiscal year. In inventory management, the transaction determines which document type is used. Goods Issue Document Type TCode MB05 A. MB11 MB1A MB1B MB26 MBSU MIGO_GI MIGO_TR
Transaction text Subseq. Adjustmt: Act.Ingredient Mat Goods Movement Goods Withdrawal Transfer Posting Picking list Place in Stor.for Mat.Doc: Init.Scrn Goods Movement Transfer Posting
Type WE WA WA WA WA
Description Goods receipt Goods issue Goods issue Goods issue Goods issue
WA WA
Goods issue Goods issue
Goods Receipt Document Type
Configuration Description
TCode MB01 MB04 MB0A MB1C MB31 MBNL MBRL MBSF
A.
Transaction text Post Goods Receipt for PO Subsequ.Adj.of "Mat.Provided"Consmp. Post Goods Receipt for PO Other Goods Receipts Goods Receipt for Production Order Subsequent Delivery f. Material Doc. Return Delivery for Matl Document Release Blocked Stock via Mat. Doc.
Type WE WE WE WA WE
Description Goods receipt Goods receipt Goods receipt Goods issue Goods receipt
WE
Goods receipt
MBSL MBST MIGO_GO MIGO_GR MIGO_GSA.
Copy Material Document Cancel Material Document Goods Movement Goods Movement Subseq. Adjust. of Material Provided
WE WE WE
Goods receipt Goods receipt Goods receipt
Automatic Movements Document Type TCode BMBC BORGR BORGR_B BORGR_C CAT5 CAT9 CIP2 CIP3 CIP4 CIP5 CIPV
Transaction text Batch Information Cockpit GR Automotive GR Automotive: Posting GR Automotive: Clearing Data Transfer CATS -> PS Data Transfer CATS -> PM/CS CC2: Update PDC messages CC3: Update PDC messages CC4: Update PDC messages CC5: Update PDC messages Posting PDC records
Type WA WE WE WE WA WA WA WA WA WA WA
Description Goods issue Goods receipt Goods receipt Goods receipt Goods issue Goods issue Goods issue Goods issue Goods issue Goods issue Goods issue
Physical Inventory Document Type TCode MI07 MI08 MI10
Transaction text Process List of Differences Create List of Differences with Doc. Create List of Differences w/o Doc.
Type WI WI WI
Description Inventory document Inventory document Inventory document
8.3 Define Number Assignment for Material and Physical Inventory Documents Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and Physical Inventory ® Number Assignment ® Define Number Assignment
I. Menu path
for Material and Phys.Inv Documents
Transaction Code
OMBT In this step, we maintain the number assignment for the following documents:
material documents physical inventory documents The number assignment for these documents is not to be confused with the number assignment for accounting documents which we completed in the step Define number assignment for accounting documents. The number assignment for accounting documents depends on the document type which is allocated to the transaction. The number assignment for material documents and physical inventory documents depends on the transaction/event type which is also allocated to each transaction in Inventory Management. The transaction/event types are divided into groups of number ranges. A number range interval has to be defined for each group.
Configuration Description
No
From no.
To number
Status
Ext
01 02 03 04
0100000000 4900000000 5000000000 0200000000
0199999999 4999999999 5999999999 0299999999
0 4900002419 5000000219 0
Note We cannot change the transaction/event types. However, we can change the number range intervals or we can allocate transaction/event types to new groups.
SPRO-> IMG-> Materials Management-> Inventory Management and Physical Inventory-> Number Assignment-> Define Number Assignment for Material and Phys. Inv. Docs Her you ned to maintain the number ranges for the group attched to the key. If you want to maintain new number range intervals for an existing group: a) Choose Group -> Maintain. b) Select a group and choose Interval -> Maintain. c) Choose Edit -> Insert year. d) Maintain the number interval for the new fiscal year.
8.4 Define Number Assignment for Reservations I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and Physical Inventory ® Number Assignment ® Define Number Assignment
Menu path
for Reservations
Transaction Code
OMJK In this step, we set up number assignment for reservations. The number assignment applies to all plants in the client. Note
Configuration
If we create reservations with method CreateFromData1 (function module BAPI_RESERVATION_CREATE1), we can use the number range RB for an
Description
external number assignment.
8.5 Field Selection for Goods Movement/Initial Header Screens I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Menu path
Management and Physical Inventory ® Field Selection for Goods Movement/Header Screens
Transaction Code
OMJN In this step, we define the field selection for goods movements initial and header screens. Note that the field selection for the item screens depends on the movement type and is configured in separate steps.
Configuration Description
In this step, we specify whether the fields are input, mandatory, display or hidden.
8.6 Field Selection for MIGO Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and Physical Inventory ® Settings for Enjoy Transactions ® Settings for
I. Menu path
Goods Movements ® Field Selection for MIGO
Transaction Code
OMJX Here we can:
Hide the header data completely or hide particular fields that we do not require Hide pushbuttons that we do not require
Show the GR/GI slip (GOHEAD-XABLN) field if we use GR/GI slip numbers (only necessary in certain countries)
Show the Plant (GODYNPRO-PO_WERKS) field if we require the ordering-plant name for purchase-order-related goods movements as a selection criterion in addition to the
Define the Delivery note and Bill of lading fields as mandatory entries if we use evaluated receipt settlement
purchase order number and item number Hide the print indicator if we do not want to print out GR/GI slips in Inventory Management
Configuration Description
8.7 Field Selection per Movement Type I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Menu path
Management and Physical Inventory ® Settings for Enjoy Transactions ® Settings for Goods Movements ® Field Selection per Mvt Type
Transaction Code
SPRO In this step, we maintain all the settings for field selection by movement type. This step replaces the activity Define Screen Layout for the Enjoy transactions. The settings from Define Screen Layout are adopted in these settings automatically so that we do not need to maintain new entries here. We can specify for each field whether it is an optional entry or a mandatory entry. In the table, we see all fields that are visible. We can access the setting Field Invisible by deleting the appropriate entry from the table. There is no distinction between different special stock indicators in these entries. Special stock fields are always suppressed automatically.
Configuration Description
8.8 Settings for Transactions and Reference Documents I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Menu path
Management and Physical Inventory ® Settings for Enjoy Transactions ® Settings for Goods Movements ® Settings for Transactions and Reference Documents
Transaction Code
SPRO We can limit the number of selectable transactions (goods receipt, goods issue, and so on) and reference documents (material document, delivery note), and we can specify the movement type that the system is to propose for every reference document.
Configuration Description
If we need only certain transactions (for example, goods receipts or goods issues), we can
choose from the following preset transactions: MIGO - Used to enter all goods receipts. MIGO_GR - Used to enter goods receipts from external procurement. MIGO_GO - Used to enter goods receipts for production orders. MIGO_GI - Used to enter goods issues. We can always display material documents. Transaction MIGO; Actions Mentioned in the table Action A01 A02 A03 A04 A05 A06 A07
Active
X X
Action A08 A09 A10 A11
Active X
X Reference Document Types (For details go to the path mentioned)
A.
Ref. R01 R04 R05 R06 R07 R08 R09 R10 R02 R03 R02 R02 R02
Active X X
X X X X X X X
MvT
A. 101 101 101 101 101 101 501 511
Ref. R02 R03 R01 R08 R09 R10 R09 R10 R10 R02 R10 R01
Active X X X X X X X X X X X X
MvT
351 261 201 201 301 303 305
8.9 Create Storage Location Automatically I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings®Create Storage
Menu path
Location Automatically
Transaction Code
OMB2 In this step, we specify whether the automatic creation of storage location data is allowed for goods issues and transfer postings. This is advisable if we work with negative stocks and a material's first movement may be an outward movement.
Configuration
Note that the reversal movement for a goods issue, for example, movement type 202 or
Description
262, is not considered as an issue but as a receipt. If we only use the automatic creation
of storage location data for reversals of goods issues, we do not have to allow negative stocks. We have to allow automatic creation per plant first of all. We then have to explicitly allow the creation of storage location data for each movement type. The storage location data is only created if the quantity is posted to 'standard' storage location stock. It is not created for receipts into a special stock (for example, into sales order stock).We are using standard movement types for automatic Storage Location Creation
8.10
Set Manual Account Assignment Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
I.
Management and Physical Inventory ® Goods Issue/Transfer Postings® Set Manual Menu path
Account Assignment
Transaction Code
OMB6 In the R/3 System, account assignment is predefined via the automatic account determination facility. When we enter material movements that are assigned to a cost account, we can enter the account number manually. In doing so, we change the account assignment predefined as offsetting entry for inventory posting. MvT 201 202 292 301 302 303 304
Configuration
Acct
-
MvT 309 310 311 312 313 314 317
Acct -
Description
8.11
Define Screen Layout Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
I.
Management and Physical Inventory ® Goods Issue/Transfer Postings® Define Screen Menu path
Layout
Transaction Code
OMBW In this step, we set the field selection for the movement types including goods issues and transfer postings. When creating a goods movement, the field selection determines which fields
Configuration Description
can be filled ( optional entry) must be filled (required entry) are suppressed fields In Inventory Management, the field selection depends on the movement type.
The field selection defined for a movement type is valid for entering goods movements and reservations. Note We do not maintain the input features of the G/L account and Reason fields here, but in the following steps:
Manual account assignment (for the G/L account field) Reason (for the Reason field) Caution The field selection for the movement type must correspond with the following field
selections: field status definition of the G/L account to which postings are made (through the field status
group) field selection of the posting key We must take care that a mandatory entry in the G/L account is also defined as a mandatory entry for the movement type.
8.12
Maintain Copy Rules for Reference Documents I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings®Maintain Copy
Menu path
Rules for Reference Documents
Transaction Code
SPRO In this step, we configure whether the items of the reference document are proposed as selected on the item selection list when entering a document with reference, or not. The user can delete the check marks manually on the item selection list if she/he does not want to adopt some items. TCode MB11 MB1A MB1B
Configuration Description
8.13
Transaction text Goods Movement Goods Withdrawal Transfer Posting
Prsl X X X
Set up Dynamic Availability Check Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings ® Set up Dynamic Availability Check
I. Menu path Transaction
OMCP
Code
In this step, we configure the dynamic availability check.
Configuratio n
In Inventory Management, two types of availability check are carried out. availability check during the entry of reservations availability check during the entry of goods movements
Description The system checks whether the material to be withdrawn is available and issues a message, if necessary. The availability check is only carried out if:
the material master record contains a checking group for the availability check (MRP data) a checking rule is assigned to the transaction in Customizing
for each movement type which type of message is issued (object Movement type) which checking rules are supported (object Checking rule)
per transaction of Inventory Management: which checking rule applies (object Transaction codes)
We can define
per checking group and checking rule: which objects (documents, stocks, material requirements) are included in the availability check (object Define checking rule)
A. MvT 201 201 201 201 201 201 201 201 202 202 202 202 202 202 221 221 221 221 221 221 221 221
Val. update
Qty update X X X
X X X X
X X X X
X X X X
X X X
X X X X
S P
Mvt
Cns
A A
K P P P
K P Q Q Q Q
P L L
K Q Q
Checking Rule Description of checking rule Checking rule 01 Checking rule 02 Checking rule 03 SD order SD order; make-to-order stock SD order; project stock SD order; returnable packaging SD order; consignment
Av A A
K P
This is an indicative table.
ChR 01 02 03 A AE AQ AV AW
Rec
P
P
A A A A A A A A
B BB BE BO BQ BV BW
SD delivery SD delivery; customer stock SD delivery; make-to-order stock Backorder processing SD delivery; project stock SD delivery; returnable packaging SD delivery; consignment Define Checking Rule
Transaction Codes TCode CO27 MB11 MB1A MB1B MB26 MIGO_GI MIGO_TR
Transaction text Picking list Goods Movement Goods Withdrawal Transfer Posting Picking list Goods Movement Transfer Posting
ChR
Checking rule
03
Checking rule 03
8.14 Generate Physical Inventory Documents for Goods Movements I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings®Generate Physical
Menu path
Inventory Documents for Goods Movements
Transaction Code
OMCC In this step, we define for each plant and movement type whether a physical inventory document is automatically generated when posting a goods movement. We can create a physical inventory document in addition to the material document at the time of a goods movement. This function is important when inventory differences are posted from the Warehouse Management System. These inventory differences are thereby documented in Inventory Management with a physical inventory document. In order to create an inventory document in addition to a material document for a goods movement, the following conditions must be met: In the plant, we must define the transaction/event type WV for automatically generated physical inventory documents. We must define the document number assignment for this transaction/event type. Automatic generation of physical inventory documents must be allowed for the movement type.
Configuration Description
MvT
Idoc
717 718
X X The above list is indicative
8.15
Check Tolerance Limits Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
I. Menu path
Management and Physical Inventory ® Goods Receipt ® Set Tolerance Limits
Transaction Code
OMC0 In this step, we set the tolerance limits for goods receipts. When processing a goods receipt, the system checks each item to determine whether the goods receipt varies from the purchase order or the material master data. The different types of variances are defined by tolerance keys. For each tolerance key, tolerance limits can be set per company code. The following variances are checked in Inventory Management:
o o
o o
For this variance, two tolerance keys are provided: Tolerance key B1 (error message) We use tolerance key B1 to define the maximum percentage variance. If the variance is greater than the maximum variance, the system creates an error message. The user cannot post the goods receipt. Tolerance key B2 (warning message) Tolerance key B2 defines the percentage variance from which a warning message is to be issued. It is possible to post the goods receipt. Variance for the moving average price of the material (Explanation) We use tolerance key VP to define the percentage variance from which a warning message is issued. This warning message indicates a price change.
Configuration Description
8.16
Variance in the purchase order price quantity (Explanation)
Create Storage Locations Automatically I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Create Storage Locations
Menu path
Automatically
Transaction Code
OMB3 In this step, we specify whether the automatic creation of storage location data is allowed for goods receipts.
Configuration Description
This is advisable if we want to post a goods receipt without having to maintain the storage location view of the material master record in advance.
We have to allow automatic creation per plant first of all. We then have to explicitly allow the creation of storage location data for each movement type. The storage location data is only created if the quantity is posted to 'standard' storage location stock. It is not created for receipts into a special stock (for example, into sales order stock).
8.17
Set Manual Account Assignment
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Set Manual Account Assignment
Transaction Code
OMCH
I.
In the R/3 System, account assignment is predefined via the automatic account determination facility.
Configuration
When we enter goods receipts which are assigned to a cost account, we can enter the account manually. In doing so, we change the account assignment predefined as
Description
offsetting entry for inventory posting.
8.18
Define Screen Layout
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Define Screen Layout
Transaction Code
OMCJ
I.
In this step, we set the field selection for the goods receipt movement types. When entering a goods receipt, the field selection controls which fields (account assignment fields) are
ready for input ( optional entry fields) have to be filled (required entry fields) suppressed fields
Configuration In Inventory Management, the field selection depends on the movement type.
Description
8.19
Maintain Copy Rules for Reference Documents I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Maintain Copy Rules for
Menu path
Reference Documents
Transaction Code
SPRO In this step, we configure whether the items of the reference document are proposed as selected on the item selection list when entering a document with reference, or not. The user can delete the check marks manually on the item selection list if she/he does not
Configuration Description
want to adopt some items.
TCode MB01 MB0A MB1C MB31 MBRL MBSF MBSL MBST
8.20
Transaction text Post Goods Receipt for PO Post Goods Receipt for PO Other Goods Receipts Goods Receipt for Production Order Return Delivery for Matl Document Release Blocked Stock via Mat. Doc. Copy Material Document Cancel Material Document
Prsl X X X X X X X X
Set Dynamic Availability Check Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management
I.
and Physical Inventory ® Goods Receipt ® Set Dynamic Availability Check
Menu path Transaction
OMCM
Code
In this step, we configure the dynamic availability check.
In Inventory Management, two types of availability check are carried out. availability check during the entry of reservations availability check during the entry of goods movements The system checks whether the material to be withdrawn is available and issues a message, if necessary.
Movement Type
MvT A. 101 101 101 101 101 101 101 101 101 101 101 101 101
Val.update
X X X X X X X X
Qty update X X X X X
S Q Q Q Q Q
X X
Mvt B B B F F B B B B B B B B
Checking Rule
Configurati on Description
ChR 01 02 03 A AE AQ AV
Description of checking rule Checking rule 01 Checking rule 02 Checking rule 03 SD order SD order; make-to-order stock SD order; project stock SD order; returnable packaging
Rec X X
Cns V P P A V
X X X
A V A
Av
AW B BB BE BO BQ BV BW
SD order; consignment SD delivery SD delivery; customer stock SD delivery; make-to-order stock Backorder processing SD delivery; project stock SD delivery; returnable packaging SD delivery; consignment Transaction Code
TCode MB01 MB0A MB1C MB31 MBNL MBRL MBSF MBSL MBST MIGO_GO MIGO_GR
8.21
Transaction text Post Goods Receipt for PO Post Goods Receipt for PO Other Goods Receipts Goods Receipt for Production Order Subsequent Delivery f. Material Doc. Return Delivery for Matl Document Release Blocked Stock via Mat. Doc. Copy Material Document Cancel Material Document Goods Movement Goods Movement
ChR
Checking rule
03 03 03
Checking rule 03 Checking rule 03 Checking rule 03
03
Checking rule 03
Set “Delivery Completed” Indicator Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
I.
Management and Physical Inventory ® Goods Receipt ® Set “Delivery Completed” Menu path
Indicator
Transaction Code
SPRO
In this step, we can define that the R/3 System automatically suggests the delivery completed indicator for goods receipts if the delivered quantity lies within the under/over-delivery tolerance
The "delivery completed" indicator has the following effects: The item is regarded as closed, even if the total quantity was not delivered. A further delivery is not expected, may, however, arrive. In the next goods receipt, the item appears on the selection list but has no selection indicator. The item can be reorganized even if the total quantity has not been delivered. Note
Configuration
Even if the "delivery completed" indicator has not been set, an item is considered closed once the total quantity has been delivered. This means that the "delivery
Description
completed" indicator is not necessary in this case.
8.22
Set Expiration Date Check
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Set Expiration Date Check
Transaction Code
OMJ5
I.
In this step, we set the material shelf life expiration date check for goods receipts for each plant and movement type. Prerequisites
Configuration Description
The shelf life expiration date of a material can only be entered if: the minimum remaining shelf life is maintained in the material master record The minimum remaining shelf life is the time the material must still be usable, so that the goods receipt is accepted by the system. We can define the time unit the system uses in the storage data of the material master record in the „Period indicator‟ field. the shelf life expiration date check is active in the plant the shelf life expiration date check is active for the movement type No expiration date check has been activated for ITZ.
8.23 Create Storage Location automatically for automatic movements I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Automatic Movements ® Create Storage Locations
Menu path
automatically
Transaction Code
OMJ8 In this step, we specify whether the automatic creation of storage location data is allowed for automatic goods movements. This is advisable for goods movements via Shipping or when we post physical inventory differences, for example.
We have to allow automatic creation per plant first of all. We then have to explicitly allow the creation of storage location data for each movement type.
Configuration
The storage location data is only created if the quantity is posted to 'standard' storage location stock. It is not created for receipts into a special stock (for example, into
Description
sales order stock).
8.24 Set manual account assignment for automatic movements I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Automatic Movements ® Set manual account
Menu path
assignment for automatic movements
OMJ9
Transaction Code
Maintenance of this indicator is only useful in conjunction with movements for which a G/L account can be entered or is provided by the calling program. In the R/3 System, account assignment is predefined via the automatic account determination facility. When we enter material movements that are assigned to a cost account, we can enter the account number manually. In doing so, we change the account assignment predefined as offsetting entry for inventory posting. MvT 121 131 132 340 341 342 543 544 545 546
Configuration Description
8.25
Acct
-
MvT 601 602 603 604 621 622 623 624 631 632
Acct
-
Define Screen Layout for automatic movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Automatic Movements ® Define Screen Layout
Transaction Code
OMJA
I.
Configuration In this step, we set the screen Layout for automatic movement types.
Description
8.26 Generate Physical Inventory Documents for Goods Movements I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Automatic Movements ® Generate Physical
Menu path
Inventory Documents for Goods Movements
Transaction Code
OMJC In this step, we define for each plant and movement type whether a physical inventory document is created automatically when a goods movement is posted. In conjunction with automatic movements, please also note that this indicator is not set for
Configuration
goods movements which are created from within a physical inventory since, in this case, the physical inventory document already exists. This applies to movement types 701 to
Description
708.
8.27
Define Default Values for Reservations
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Reservations ® Define Default Values
Transaction Code
OMBN
I.
In this step, we specify the default values for the following functions for each plant: allow goods movements for reservations delete reservations create storage-location stock data automatically for reservations Allow movements for reservations We can only post a goods movement with reference to a reservation if the Movement allowed indicator is set in the reservation item. We are not using Reservations for ITZ. Delete reservations The management program sets the deletion indicator for reservation items whose requirements date is earlier than the number of days specified here. Create storage-location stock data automatically for reservations When this indicator is set, the storage-location stock data is automatically created when a reservation is posted. This applies both to planned outward movements and planned receipts.
Configuration Description
8.28
Maintain Copy Rules for Reference Documents I.
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Menu path
Management and Physical Inventory ® Reservations ® Define Default Values
Transaction Code
SPRO In this step, we configure whether the items of the reference document are proposed as selected on the item selection list when entering a document with reference, or not.
Configuration
The user can delete the check marks manually on the item selection list if she/he does not
Description
want to adopt some items
8.29
Set Dynamic Availability Check for Reservations
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Reservations ® Set Dynamic Availability Check
Transaction Code
OMB1
I.
In this step, we configure the dynamic availability check.
In Inventory Management, two types of availability check are carried out.
Configuration
Description
availability check during the entry of reservations availability check during the entry of goods movements The system checks whether the material to be withdrawn is available and issues a message, if necessary. TCode MB21 MB22
8.30
Transaction text Create Reservation Change Reservation
ChR 03 03
Checking rule Checking rule 03 Checking rule 03
Default Values for Physical Inventory Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
I.
Management and Physical Inventory ® Physical Inventory ® Default Values for Physical Menu path
Inventory
Transaction Code
SPRO In this step, we specify the following default values for physical inventory for each plant:
Pre-settings for entering physical inventory documents the stock type (unrestricted-use, in quality inspection, blocked) the indicator for batch determination (in the foreground or in the background) the unit of entry (stock keeping unit or unit of issue) These indicators are suggested as default values when we enter a physical inventory document. But we can also change them there.
Pre-settings for entering physical inventory documents Reason for inventory difference The default value we specify here is only displayed when we enter an inventory difference without reference to the corresponding document. But we can also change the default value here. Note: We only see this field when we enter inventory differences if we have activated it in the step Field selection for physical inventory.
Configuration Description
8.31
Record Reasons for Goods Movements Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Movement Types ® Record Reasons for Goods
I. Menu path
Movements
Transaction Code
OMBS
Configuration Description
In this step, we can carry out the following for each movement type: maintain the input status of the Reason field store a key that gives a reason for the movement (for example, reason for return delivery) and a corresponding text. When we enter a goods movement, we can only enter reasons which have been defined for the movement type here.
8.32
Copy, Change Movement Types Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Movement Types ® Copy, Change Movement
I. Menu path
Types
Transaction Code
OMJJ
Configuration Description
In this step, we can change the setting of existing movement types define new movement types When we enter a goods movement, we must always enter the movement type. The movement type has important control functions in Inventory Management. It is essential for updating the quantity fields updating the stock and consumption accounts selection of the fields used for entering documents printing goods receipt/issue slips
9 Materials Management – Valuation and Account Assignment 9.1 Split Valuation Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Valuation
I. Menu path
and Account Assignment ® Split Valuation ® Activate Split Valuation
Transaction Code
OMW0 You configure whether split valuation is allowed at your company. If you generally allow split valuation, this does not mean that you must valuate each material on this basis. You decide whether to do so or not for a particular material when creating the material master record.
Configuration Description
9.2 Configure Split Valuation Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Valuation and Account Assignment ® Split Valuation ® Configure Split Valuation
Transaction Code
OMWC
I.
In split valuation, we can distinguish between partial stocks of a material according to certain criteria and valuate them separately.
Configuration Description
The material stock is divided according to valuation category and valuation type:
The valuation category determines how the partial stocks are divided, that is, according to which
criteria. The valuation type describes the characteristics of the individual stocks.
With the function "Setting" we can determine:
which valuation categories exist in our company (global categories)
which valuation types exist in our company (global types)
which valuation types belong to which valuation category
which valuation categories exist in a valuation area (local categories)
To select split valuation, proceed as follows: 1.
1. Determine the valuation categories and valuation types that are allowed for allvaluation areas:
o o
Global valuation categories via menu "Goto --> Global Categories" Global valuation types via menu "Goto --> Global Types"
1.
2. Allocate the valuation types to the valuation categories. a) Select "Goto --> Global Categories". b) Position the cursor on a valuation category and select "Goto --> Global Categories --> Allocations --> Types->Category". c) Activate the valuation types you want.
1.
3. Determine the local valuation categories for each valuation area. a) Select "Goto --> Local definitions". b) Position the cursor on a valuation area and select "Goto --> Local Definitions --> Allocate Categories->Org.units". You obtain a list of the global valuation categories. c) Activate the categories to be used in this valuation area. The system creates the local valuation types based on the allocations under point 2.
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