Sap Mm Master Data Work Instructions for Key Users
April 12, 2017 | Author: Mohamed Nazih | Category: N/A
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Description
Master Data Course SAP/CSI Training
Introduction The purpose of this course
This course is designed to provide a comprehensive introduction to system activities directly related to the creation and maintenance of master data. The data contained within this guide are only provided as examples and do not reflect the same data that is listed within the production system. The SAP/CSI is still in the development phases and some screens may change as a result of this ongoing development effort. All information contained within this guide is subject to change.
Table of Contents Body Text Here
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Display Material Master Record
MM03
Purpose Use this procedure to display a material master record. Trigger You need to review information about a part number, component, or item. Prerequisites The SAP/CSI material master record number must exist. Perform a match code search if the material number is unknown. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Production Master Data Material Master Material Display MM03 – Display Current to go to the Display Material (Initial Screen).
Transaction Code MM03 Helpful Hints On the Display Material XXXX (CSI Finished Goods) screen(s), there will be many tabs which represent the different material master record views. If you see a small yellow symbol in the upper left hand corner of the tab, this represents a tab you selected to view. Example: . There are 6 distinct material types in the SAP/CSI system. These material types and their descriptions are listed in the table below.
MTyp
Material type description
Z708
CSI PMG Dry Goods
Z709
CSI Finished Goods
Z723
CSI Non PMG Dry Goods
Z725
CSI Semi-finished Good
Z726
CSI Raw materials
Z727
CSI Master
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Procedure
1.
Start the transaction using the menu path or transaction code.
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Display Material (Initial Screen)
2.
As required, complete the following field: Field Name Material
3.
Click
R/O/C R
Description Unique number identifying a product that is produced, purchased, or inventoried. Example: HESDTSBBRP65423CDB
.
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Select View(s)
4.
Click to select all possible views to display OR click displayed. For this example, we will select all the views.
5.
Click
to the left of the select view(s) to be
to accept.
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Organizational Levels
The organization levels displayed and required depend on what type of material you choose to display.
6.
As required, complete the following fields: Field Name
R/O/C
Description
Plant
R
Code identifying an organizational unit seen as central to the manufacturing process. A plant can be a manufacturing site or a group of storage locations that share materials. A plant can also be a distribution center. Example: 7220 (Camarillo Plant)
StorageLocation
O
An organizational unit facilitating differentiation between the various stocks of a material within a plant. Typically, the number of the storage location at which the material is stored. A plant may contain one or more storage locations. Example:
Sales Org.
O
An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP/CSI, any number of distribution channels and divisions can be assigned to a sales organization. Example:
Distr. Channel
O
Click
7210 (Technicolor US)
The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP/CSI, it is possible to deliver goods to a given customer through more than one distribution channel. Example:
7.
0100 (Main Storage)
01 (default)
to continue.
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Display Material XXXX (CSI Finished Goods)
8.
Click
. The Class Type (1)
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X Entries Found dialog box appears.
9
Class Type (1)
9.
4 Entries Found
Double-click Material class 001.
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Classification
10.
Review the assignments and values for the selected material contained on the Classification screen. Click the tabs in the Values section to view the values for characteristics for General, Common, EDI, and FG Optical.
11.
Click
to proceed to the Display Material XXXX (CSI Finished Goods) screen.
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Display Material XXXX (CSI Finished Goods)
12.
Click
. Click to view a list of tabs, if you are not able to see them on your screen. Select the tab you want to view from the drop-down list.
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Display Material XXXX (CSI Finished Goods)
13.
As required, review the following fields: Field Name
R/O/C
Base Unit of Measure
R
Description Unit of measure in which the stock of a material is managed. The SAP system converts all quantities entered in other units into the base unit of measure. Example:
Purchasing Group
R
Buyer or group of buyers responsible for purchasing activities. Example:
MRP Type
R
R
R
PD (MRP)
Controller or group of controllers responsible for planning material requirements. Example:
Lot size
7M0
Determines whether and how the material is planned. Example:
MRP Controller
PC (Piece)
700
Determines which lot-sizing procedure SAP/CSI uses within materials planning to calculate the quantity to be procured or produced. Example:
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EX (Lot-for-lot order quantity)
13
14.
Click
.
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Display Material XXXX (CSI Finished Goods)
15.
As required, review the following fields: Field Name Procurement type
R/O/C R
Description Defines how the material is procured. Example: procurement)
Prod. stor. location
R
In the case of a material produced in-house, this is the key of the storage location that is copied to the planned order, production order, or run schedule quantity. Example:
In-house production
R
R
R
1
Number of workdays required after receipt of the material for inspection and placement into storage. Example:
SchedMargin key
0100
Specifies the time in workdays needed to produce the material in-house, independent of the order quantity. Example:
GR processing time
X (in-house production and external
0
Determines the floats required for scheduling an order. Example:
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000
15
16.
Click
.
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Display Material XXXX (CSI Finished Goods)
17.
As required, review the following fields: Field Name
R/O/C
Description
Strategy group
O
Groups all the planning strategies that can be used for a particular material. The planning strategy represents the procedure used for planning a material and is (technically speaking) controlled by the MRP types.
Bwd consumption per.
O
Determines the consumption period (in workdays) for backward consumption. Using backward consumption, sales orders, dependent requirements, or material reservations are assigned to and consume planned independent requirement quantities which lie within the consumption period and before the requirements date. Example:
Fwd consumption per.
O
0
Determines the consumption period (in workdays) for forward consumption. In forward consumption, sales orders, dependent requirements or material reservations consume planned independent requirements that lie within the consumption period after the requirements date. Example:
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0
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Field Name
R/O/C
Description
Plng conv. factor
O
Factor that the system uses to convert the quantity of the current material, measured in the base unit of measure, to the base unit quantity of the planning material.
Availability check
R
Specifies whether and how the system checks availability and generates requirements for materials planning. Example:
Tot. repl. lead time
18.
Click
O
KP (no check)
Time needed before the product is completely available again, that is, after all BOM levels have been procured or produced. It is not calculated by the system, but defined in this field as the total of the in-house production time(s) and/or the planned delivery time(s) of the longest production path.
.
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Display Material XXXX (CSI Finished Goods)
19.
As required, review the following fields: Field Name
20.
R/O/C
Description
Selection method
O
Determines the selection of the alternative BOM when requirements are exploded in material requirements planning.
Individual/coll.
O
Determines whether the following requirements are allowed for the dependent requirements of the material:
Click
Individual requirements – quantities of the dependent material are stated individually.
Collective requirements – quantities of the dependent material are grouped together.
.
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Display Material XXXX (CSI Finished Goods)
21.
As required, review the following fields: Field Name
R/O/C
Description
Production scheduler
O
Scheduler responsible for a material in production activity control.
Prod.Sched.Profile
R
Profile that you can use to
specify that certain business transactions are carried out in parallel in a production order / process order
trigger an automatic goods receipt
specify an overall profile for capacity leveling
Example: profile)
22.
Click
000001 (HES CSI Production planning
tab.
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Display Material XXXX (CSI Finished Goods)
23.
As required, review the following fields: Field Name
R/O/C
Description
Valuation class
O
Code which helps identifies a set of general ledger accounts will be updated based on valuation-relevant transactions.
Standard Price
R
Price at which the material is valued.
24.
Click
25.
You have completed this transaction.
to exit.
Result You have successfully displayed a material master record in SAP/CSI. Comments None.
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Material Search
MM60
Purpose Use this procedure to search for a group of materials with certain parameters. Trigger You need to view a list of related material based on a specific set of criteria. Prerequisites The material master must exist. Menu Path Use the following menu path(s) to begin this transaction:
Select Production Master Data Material Master Other MM60 – Materials List to go to the Materials List screen.
Transaction Code MM60 Helpful Hints You can use any one of the following criteria to generate a list of materials.
Material
Plant
Material type
Material group
Created by
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Procedure
1.
Start the transaction using the menu path or transaction code.
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Materials List
2.
As required, complete the following fields: Field Name
R/O/C
Description
Material
O
Unique number identifying a product that is produced, purchased, or inventoried.
Plant
O
Code identifying an organizational unit seen as central to the manufacturing process. A plant can be a manufacturing site or a group of storage locations that share materials. A plant can also be a distribution center. Example: 7220
Material Type
R
Code used to group certain materials together and provide access to different views. Examples include: Example: Z709 (CSI Finished Goods)
Material Group
O
Code identifying a grouping of materials based on similar attributes.
Created by
O
User name of the person who created the data/record.
Enter any search criteria that will allow you to achieve the desired results.
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3.
Click
.
Materials List
4.
Review the displayed results.
5.
If you want to save the list in Excel format, select List Save/Send File…
Save list in file…
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6.
Select
7.
Click
to the left of Spreadsheet. .
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Materials List
8.
As required, complete the following fields: Field Name
9.
R/O/C
Description
Directory
R
Enter the file path for the placement of the exported document.
File Name
R
Enter a file name followed by the “.xls” extension.
Click
. Your spreadsheet is now in the directory specified.
10.
You have completed this transaction.
11.
Click
to exit the transaction.
Result You have successfully displayed a list of materials. Comments There are 6 standard material types used in the system. They are listed in the table below for easy reference. MTyp Z708 Z709 Z723 Z725 Z726 Z727
Material type description CSI PMG Dry Goods CSI Finished Goods CSI Non PMG Dry Goods CSI Semi-finished Good CSI Raw materials CSI Master
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Create Material Master Record
MM01
Purpose Use this procedure to create a material master record. Trigger There are six distinct material types in CSI. You have been asked to make one. Prerequisites Engineering Change document requesting new material creation. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Materials Management Material Master Material Create (General) MM01-Immediately to go to the Create Material (Initial Screen) screen.
Transaction Code MM01 Helpful Hints
Prior to creating a new material master record, collect all detailed information about the material to be created.
PLEASE BE AWARE – The screen names may not match the screen titles, however the screen fields are the same.
Material Type
Views
CSI PMG Dry Goods (Z708)
Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Plant Stocks, Sales, Warehouse Management, Storage Location Stocks
CSI Non PMG Dry Goods (Z723)
Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks
CSI Raw Materials (Z726)
Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks
CSI Master (Z727)
Work Scheduling, Accounting, Classification, MRP, Purchasing, Production Resource Tools, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks
CSI Semi Finished Goods (Z725)
Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks
CSI Finished Goods (Z709)
Work Scheduling, Accounting, Classification, MRP, Storage, Basic Data, Storage, Plant Stocks, Sales, Storage Location Stocks
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Procedure
1.
Start the transaction using the menu path or transaction code.
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Create Material (Initial Screen)
2.
As required, complete the following fields: Field Name Material
R/O/C R
Description Unique number identifying a product that is produced, purchased, or inventoried. Example:
HESDTSBBRP999990DB
Please refer to the Part Number Guide to perform the correct material number assignment procedures.
3.
Industry Sector
R
Branch of industry. The industry sector groups together companies according to their activities. Example: Mechanical Engineering
Material Type
R
Code used to group certain materials together and provide access to different views. Examples include: Example: CSI Finished Goods
Click
to validate the entered data.
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Select View(s)
4.
Click
to select all views or click
to the left of desired views.
When creating a master record for material type CSI Finished Goods the following views must be selected: Basic Data 1, Basic Data 2, Classification, Sales: Sales Org Data 1, Sales: General/Plant Data, Purchase Order Text, MRP 1, MRP 2, MRP 3, MRP 4, Work Scheduling, General Plant Data / Storage 1, General Plant Data / Storage 2. Not all selected views will require data entry during the initial material master record creation process.
5.
Click
.
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6.
As required, complete the following fields: Field Name Plant
R/O/C R
Description Code identifying an organizational unit seen as central to the manufacturing process. A plant can be a manufacturing site or a group of storage locations that share materials. A plant can also be a distribution center. Example:
7220 (Camarillo)
StorageLocation
O
Physical location in which the material is kept. A plant can be a storage location. Example: 0100 (Main Storage)
Sales Org.
O
An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP/CSI, any number of distribution channels and divisions can be assigned to a sales organization. Example: 7210 (Technicolor US)
Distr. Channel
O
The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP/CSI, it is possible to deliver goods to a given customer through more than one distribution channel. Example: 01 (default)
MRP profile
O
Key that you can use to store MRP parameters that are independent of the material master record.
There will be other opportunities to complete the organizational level.
7.
Click
to continue.
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Create Material XXXX (CSI Finished Goods)
8.
Under the Field Name
tab complete the following fields: R/O/C
Description
Material Description
R
Text description of the material. The material description can have a maximum of 40 characters. Please follow guidelines for text descriptions. Example: TRAINING DVD
Base Unit of Measure
R
Unit of measure in which stock of the material is managed. The system converts all the quantities entered in other units of measure (alternative units of measure) to the base unit of measure. This will ensure that the material can be bought or sold in different units (a pack may contain 12 each), but the system will perform calculations at the Each level. Example: PC (Piece)
Material Group
R
Code identifying a grouping of materials based on similar attributes. Example: 7201 (Finished Disk DVD5)
Gross Weight
R
Weight of the material, including packaging. Example:
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.25
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Field Name Weight Unit
9.
Click the
R/O/C R
Description Description of the Weight Unit. Example: LB (US pound)
tab.
Create Material XXXX (CSI Finished Goods)
No data entry required within the Basic Data 2 view at this time. Data will be entered at a later date through a separate procedure.
10.
Click
to proceed to the next tab.
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Classification
11.
As required, complete the following field: Field Name Class
12.
Click
R/O/C R
Description Group of objects (materials, documents) that are grouped based on similar attributes. Example: CSI_FG_OPTICAL
to validate entered data.
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Classification
13.
As required, complete the following fields on all the tabs in the Values section: Field Name Value
14.
Click
R/O/C O
Description Value of a characteristic. Can be either text or numeric. Example: 010/073-xxxxx-xxx (ListItem)
to proceed to the next view.
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Create Material XXXX (CSI Finished Goods)
15.
As required, complete/review the following fields: Field Name
R/O/C
Description
Base Unit of Measure
R
Unit of measure in which the stock of a material is managed. The SAP system converts all quantities entered in other units into the base unit of measure. Example: PC (piece)
Division
R
An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services. SAP/CSI uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division. Example:
Delivering Plant
R
Plant from which goods are delivered to the customer. Example:
Tax classification (first column)
R
01 (default division)
7220 (Camarillo plant)
Indicator with which the system determines output tax for the material when processing sales and distribution-specific documents. Enter code for tax item. Example:
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0 (no tax)
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16.
Click
.
Create Material XXXX (CSI Finished Goods)
17.
As required, complete the following field: Field Name Availability check
18.
Click
R/O/C R
Description Specifies whether or how the system checks availability and generates requirements for material planning. Example: KP (no check)
.
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Create Material XXXX (CSI Finished Goods)
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19.
Enter text you want to default into the purchase order in the text box.
20.
Click
.
Create Material XXXX (CSI Finished Goods)-
21.
As required, complete the following fields: Field Name
R/O/C
Description
MRP Type
R
Determines whether or how the material is planned. Example: PD (MRP)
MRP Controller
R
Code identifying the controller or group of controllers responsible for planning a material. Example:
Lot Size
22.
Click
R
752 (DVD pack)
Determines which lot-sizing procedure SAP/CSI uses within materials planning to calculate the quantity to be procured or produced. Example: EX (Lot-for-lot order quantity)
.
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Create Material XXXX (CSI Finished Goods)-
23.
As required, review/complete the following fields: Field Name
R/O/C
Description
Procurement type
R
Determines whether or how the material is planned. Example: E (external procurement)
Prod. stor. location
R
In the case of a material produced in-house, this is the key of the storage location that is copied to the planned order, production order, or run schedule quantity. Example:
In-house production
R
0100
Specifies the time in workdays needed to produce the material in-house, independent of the order quantity. Example:
2
GR processing time
R
Number of workdays required after receipt of the material for inspection and placement into storage. Example: 1
SchedMargin key
R
Determines the floats required for scheduling an order. Example:
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000
42
24.
Click
.
Create Material XXXX (CSI Finished Goods)-
25.
As required, complete the following fields: Field Name
R/O/C
Description
Strategy group
O
Groups all the planning strategies that can be used for a particular material. Represents the procedure used for planning a material and is (technically speaking) controlled by the MRP types. Example: 00 (no planning / requirements transfer)
Bwd. Consumption per.
R
Determines the consumption period (in workdays) for backward consumption. Using backward consumption, sales orders, dependent requirements, or material reservations are assigned to and consume planned independent requirement quantities which lie within the consumption period and before the requirements date. Example:
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0
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Field Name
R/O/C
Description
Fwd consumption per.
O
Determines the consumption period (in workdays) for forward consumption. In forward consumption, sales orders, dependent requirements, or material reservations consume planned independent requirements that lie within the consumption period after requirements date. Example:
Plng conv. factor
O
Factor that the system uses to convert the quantity of the current material, measured in the base unit of measure, to the base unit quantity of the planning material.
Tot. repl. lead time
O
Time needed before the product is completely available again; that is, after all BOM levels have been procured or produced. It is not calculated by the system, but defined in this field as the total of the in-house production time(s) and/or the planned delivery time(s) of the longest production path. Example:
26.
0
Click
1
.
Create Material XXXX (CSI Finished Goods)-
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27.
As required, complete the following fields: Field Name Selection method
R/O/C
Description
O
Determines the selection of the alternative BOM when requirements are exploded in material requirements planning. Example:
Individual/coll.
O
Determines whether the following requirements are allowed for the dependent requirements of the material:
Individual requirements – quantities of the dependent material are stated individually.
Collective requirements – quantities of the dependent material are grouped together.
Example:
28.
Click
blank (selection by order quantity)
blank (individual and collective requirements)
.
Create Material XXXX (CSI Finished Goods)-
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29.
As required, complete the following fields: Field Name
R/O/C
Description
Production scheduler
O
Scheduler responsible for a material in production activity control. Example: 700 (general)
Prod.Sched.Profile
R
Profile used to:
Specify that certain business transactions are carried out in parallel in a production order/process order
Trigger an automatic goods receipt
Specify an overall profile for capacity leveling
Example:
30.
Click
000001 (HES CSI Production planning profile)
.
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Create Material XXX (CSI Finished Goods)
31.
As required, complete/review the following fields: Field Name
32.
R/O/C
Description
Valuation Class
R
Group of G/L accounts to which the material is assigned. This allows the values of materials of the same material type to be posted to different accounts, and allows the values of materials of the different material types to be posted to same accounts. Example: 7920 (finished products)
Price Control
R
Code determining whether the stock of a material is valuated at standard price or moving average price. Example: S (standard price)
Standard Price
R
Price at which the material is valuated. Example: 2.50
Click
.
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Create Material (Initial Screen)
The system displays the message ‘Material XXXX created.’
33.
This transaction has been completed.
34.
Click
to exit.
Result You have successfully created a material master record. Comments None.
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Change Material Master Record
MM02
Purpose Use this procedure to change a material master record. Trigger You receive a request to immediately change one or more fields in the material master views. Prerequisites
SAP/CSI material master record must already exist in the system.
Type of change or data to be changed known for the material in question.
Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Production Master Data Material Master Material Change MM02 - Immediately to go to the Change Material (Initial Screen).
Transaction Code MM02 Helpful Hints For a display of the views and the fields contained on them please refer to the work instruction for MM01 – Create a Material Master Record.
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Procedure
1.
Start the transaction using the menu path or transaction code.
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Change Material (Initial Screen)
2.
As required, complete the following field: Field Name Material
3.
Click
R/O/C R
Description Unique number identifying a product that is produced, purchased, or inventoried. Example: HESDTSBBRP999990DB
.
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Select View(s)
4.
Click
to the left of the view(s) where you will make the change(s).
5.
Click
to continue. The view used for this example was the Basic Data 2 view and the description of the material was changed. Because of this the organizational level screen below only request values for a plant and storage location. Depending on which view(s) are selected will depend on what organizational level are required.
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Change Material XXXX (CSI Finished Goods)
The required fields to change depend on the change that needs to be scheduled.
6.
As required, change the following fields: Field Name Material
7.
Click
R/O/C O
Description Unique number identifying a product that is produced, purchased, or inventoried. Example: TRAINING DVD FOR USERS
to validate.
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Last data screen reached
8.
Click
.
Change Material (Initial Screen)
The system displays the message, "Material XXXX changed”.
9.
You have completed this transaction.
10.
Click
to exit.
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Result You have successfully changed a material master record. Comments Refer to work instruction MM01 – Create Material Master for more information.
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Display Bill of Materials
CS03
Purpose Use this procedure to display a BOM. Trigger Perform this procedure when there is a need to display the information contained on a BOM. Prerequisites A BOM must exist for the material being reviewed. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Production Master Data Bills of Materials Bill of Materials Material BOM CS03 – Display to go to the Display material BOM: Initial Screen.
Transaction Code CS03 Helpful Hints None Procedure
1.
Start the transaction using the menu path or transaction code.
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Display material BOM: Initial Screen
2.
As required, complete the following fields: Field Name
R/O/C
Description
Material
R
Unique number identifying a product that is produced, purchased, or inventoried. Example: HES720596ST1
PIant
O
Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning. Example: 7200 -- Technicolor Export De Mexico
BOM Usage
R
Description of the BOM Usage. Example: 1 – Production
Valid From
O
The date from which the BOM is valid. The current days date default. Example: 08/12/2005
3.
Click
.
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Display material BOM: General Item Overview
The information contained on this screen displays the components and quantity needed for the specified material.
4.
As required, review the following fields: Field Name Component
R/O/C R
Description Material number of the components. Example:
Component description
O
Quantity
R
Short text describing the component. Example:
O
SEX & THE CITY SEASON 2 DISC 2
Quantity of the component, which is entered in relation to the base quantity of the product. Example:
Un
HES720596ST1
1
The unit of measure for the component quantity. Example:
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EA (each)
58
5.
Click
to view the BOM header.
Display material BOM: Header Overview
6.
Review the information at the header level.
7.
You have completed this transaction.
8.
Click
to exit.
Result You have successfully displayed a BOM. Comments More information may be available by using additional buttons and menu paths.
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Create Bill of Material
CS01
Purpose Use this transaction to create a Bill of Material (BOM), which is a complete, formally structured list of components that makes up a product or assembly. The list contains the object number of each component, together with the quantity and unit of measure. The components are known as BOM items. A Bill of Materials structure is required for a Material. Bills of material (BOMs) and routings contain essential master data for integrated materials management and production control. Trigger Perform this procedure when you want to create a Bill of Material. Prerequisites Material Master Record created and approved in the SAP R/3 system. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Production Master Data Bills of Material Bills of Material Material BOM Create to go to the Create material BOM screen.
Transaction Code CS01 Helpful Hints A BOM can be created by copying data from an existing BOM. Following the copy procedure, the new BOM can be modified. Procedure
1.
Start the transaction using the menu path or transaction code.
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Create material BOM: Initial Screen
2.
As required, complete the following fields: Field Name
3.
R/O/C
Description
Material
R
Unique number identifying a product that is produced, purchased, or inventoried. Example: HESDTSBBRP999990DB
PIant
R
Organizational unit. Example: 7220 (Camarillo)
BOM Usage
R
Description of the BOM Usage. Example: 3 (universal)
Change Number
O
Number used to uniquely identify a change master record. Example: 14
Click
.
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Create material BOM: General Item Overview
4.
As required, complete the following fields for as many components as you need to enter: Field Name
5.
R/O/C
Description
ICt
R
Categorization of the items in a BOM according to set criteria, such as whether they refer to an object (for example, material master or document info record) or whether they are kept in stock. Example: L (Stock item)
Component
R
The material number. Example: HESDTSABBP65423DVD
Quantity
R
Specified amount. The number or count of an item. Example: 2
Click
.
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Create material BOM: General Item Overview
6.
Click
to save your entries.
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Create material BOM: Initial Screen
The system displays the message, "BOM created for material XXXX."
7.
You have completed this transaction.
8.
Click
to exit.
Result You have created a BOM. Comments None.
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Change Bill of Material
CS02
Purpose Use this transaction to change a Bill of Material (BOM), which is a complete, formally structured list of components that makes up a product or assembly. The list contains the object number of each component, together with the quantity and unit of measure. The components are known as BOM items. A Bill of Materials structure is required for a Material. Bills of material (BOMs) and routings contain essential master data for integrated materials management and production control. Trigger Perform this procedure when a Bill of Material needs to be changed. Prerequisites
A Bill of Material must have been created.
A Change Number must exist.
Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Production Master Data Bills of Material Bill of Material Material BOM Change to go to the Change material BOM: Initial Screen.
Transaction Code CS02 Helpful Hints Please refer to work instruction CS01 – Create Bill of Material for more information.
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Procedure
1.
Start the transaction by entering the transaction code or following the menu path.
Change material BOM: Initial Screen
2.
As required, complete/review the following fields: Field Name
R/O/C
Description
Material
R
Unique number identifying a product that is produced, purchased, or inventoried. Example: HESDTSBBRP999990DB
PIant
O
Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning. Example: 7220 (Camarillo plant)
BOM Usage
R
Description of the BOM Usage. Example: 3 (universal)
Valid From
O
The date from which the BOM is valid. The current date defaults. Example: 08/12/2005
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Field Name Change Number
R/O/C R
Description Enter the number to track this revision to the bill of materials. Example:
500000000024
Change material BOM: General Item Overview
3.
As required, complete/change the following fields. For this example, we will add a new component. Field Name Ict
R/O/C
Description
R
Categorization of the items in a BOM according to set criteria, such as whether they refer to an object (for example, material master or document info record) or whether they are kept in stock. Example:
Component
R
The material number. Example: PMG50792701PKLB
Quantity
R
Specified amount. The number or count of an item. Example:
4.
L (Stock item)
Click
1
to confirm the entries.
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5.
Click
to save your entries.
Change material BOM: Initial Screen
The system displays the message, "BOM for material XXXX changed”.
6.
You have completed this transaction.
7.
Click
to exit.
Result You have changed a BOM. Comments Please refer to work instruction CS01 – Create Bill of Material for more information.
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Display Multi-Level BOM
CS12
Purpose Use this transaction to display a multi-level BOM. Trigger Perform this procedure when you need to display a multi-level BOM. Prerequisites A BOM for that material must exist. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Central Functions Engineering Bill of Material Evaluations BOM Explosion Material BOM BOM (Multi-Level) to go to the Explode BOM: Multi-Level BOM: Initial Screen.
Transaction Code CS12 Helpful Hints None
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Procedure
1.
Start the transaction using the menu path or transaction code.
Explode BOM: Multi-Level BOM: Initial Screen
2.
As required, complete the following fields: Field Name Material
R/O/C R
Description Substance or commodity that is bought or sold on a commercial basis, or is used, consumed, or created in production; a material can also be a service. Enter material number. Example: HESTEST2479ST1
Plant
3.
Click
O
A physical definition of a group of manufacturing processes. Can include product and services.
to execute the report.
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Display Multilevel BOM
4.
Click
to change the layout of the report.
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Change layout
5.
Select the field/fields that you would like to add or remove from the report layout.
6.
Click
to return to the report.
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Display Multilevel BOM
7.
Double-click
in the Objects column to view the details of that BOM item or document.
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Display material BOM: Item: All data
8.
Click
when you have reviewed the information on the individual BOM.
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Display Multilevel BOM
9.
Click
if you want to export the report to another format.
Save list in file...
10.
Select
to export into a spreadsheet format.
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11.
Click
to export the report.
Display Multilevel BOM
12.
Click
13.
Click
14.
Click
to enter the document name, extension and the location to save the file. to export the report. to return to the Explode BOM: Multi-Level BOM: Initial Screen.
Explode BOM: Multi-Level BOM: Initial Screen
15.
You have completed this transaction.
16.
Click
to exit the transaction.
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Result You have executed a report to display a multi-level BOM. Comments None.
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Summarized BOM
CS13
Purpose Use this procedure to display a summarized of the BOM for a selected material. Trigger Perform this procedure when there is a need to view a BOM in summary format. Prerequisites BOM must exist for selected material. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Production Bills of Materials Reporting BOM Explosion Material BOM CS13 – Summarized BOM to go to the Explode BOM: Summarized BOM: Initial Screen.
Transaction Code CS13 Helpful Hints None.
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Procedure
1.
Start the transaction using the menu path or transaction code.
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Explode BOM: Summarized BOM: Initial Screen
2.
As required, complete the following fields: Field Name
R/O/C
Description
Material
R
Unique number identifying a product that is produced, purchased, or inventoried. Example: HESTEST2479ST1
PIant
O
Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning. Example: 7220 (Camarillo plant)
BOM Application
R
Description of the BOM Application Example: PP01 (Production – general)
Valid From
O
The date from which the inquiry or quotation is valid. Note: The current days date will default. Example: 08/12/2005
3.
Click
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Summarized BOM - Multi-Level
The Summarized BOM – Multi-level screen lists all of the components contained on the material BOM for the specified material. The example above is for the material number D1EM060A06.
4.
Click
5.
You have completed this transaction.
twice to exit.
Result You have displayed a summarized BOM. Comments
More information about a particular component may be achieved by double-clicking on the line item while on the Summarized BOM: Multi-level screen.
Selecting the following menu path may print the displayed information: Extras List Print. There must be user print parameters set up for the job to run.
Selecting the following menu path may save the displayed information to a local file: Extras List Export Spreadsheet.
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BOM Comparison
CS14
Purpose Use this procedure to compare two material BOMs for two different materials. This procedure may be used in the material conversion process. Trigger Perform this procedure when there is a need to compare two material BOMs. Prerequisites The materials must exist in the system. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Production Bills of Materials Reporting CS14 – BOM Comparison to go to the BOM Comparison: Initial Screen (One Level) screen.
Transaction Code CS14 Helpful Hints None.
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Procedure
1.
Start the transaction using the menu path or transaction code.
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BOM Comparison: Initial Screen (One-Level)
If the
button is grayed out, then the results will be on a
single-level basis. If the button is grayed out, then the results will be on a multi-level basis. Additional fields are required to use the multi-level comparison.
2.
As required, complete the following fields for each material. Field Name
R/O/C
Description
Material
R
Unique number identifying a product that is produced, purchased, or inventoried. Example: HESTEST2479ST1 HESTEST2479FT0
PIant
R
Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning. Example: 7220 (Camarillo)
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Field Name
R/O/C
Description
Usage
R
(1) Code identifying the type of task list in which the work center can be used. If this field is not maintained, then capacities will not be generated for the work center in a scheduling run. (2) Key specifying the purpose for which a task list is used (for example production or repair work). Example: 1
Valid From
R
The date from which the inquiry or quotation is valid. Note: The current days date will default. Example: 08/11/2004
3.
Click
4.
Perform one of the following:
to validate entered data.
If you want to Display the BOMs using a multilevel comparison
Click
Display the two BOMs using summarized comparison
Click
Display the two BOMs using differentiated comparison
Click
Exit this transaction
5.
Then
Click
Click
to validate entered data.
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BOM Comparison: Result (Summarized)
6.
Review and change displayed information as needed. This view can be the single-level or multi-level depending on the display chosen.
7.
Click
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BOM Comparison: Initial Screen (One-Level)
8.
Review and change displayed information as needed.
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BOM Comparison: Result (Differentiated)
9.
Review and change displayed information as needed. This view can be the single-level or multi-level depending on the display chosen.
10. 11.
Click Click
. .
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BOM Comparison: Initial Screen (Multi-Level)
12.
Click
to view the multilevel BOM comparison.
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BOM Comparison: Result (Summarized)
13. 14.
Click
to exit.
You have completed this transaction.
Result You have successfully displayed the material BOM for two different materials to compare the BOMs for each. Comments None.
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Display Where Used List for a Material
CS15
Purpose Use this procedure to display the “Where used list” for a particular material. Trigger Perform this procedure when you need to see where a material is used. Prerequisites
Material Master Record must be created in SAP.
Material BOM must exist for that material.
Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Production Master Data Bills of Materials Reporting Where-used List CS15 - Material to go to the Where-Used List: Material: Initial Screen.
Transaction Code CS15 Helpful Hints None
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Procedure
1.
Start the transaction using the menu path or transaction code.
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Where-Used List: Material: Initial Screen
2.
As required, complete/review the following fields: Field Name
R/O/C
Description
Material
R
Unique number identifying a product that is produced, purchased, or inventoried. Example: HESTEST2479FT0
Valid From
O
The date from which the inquiry or quotation is valid. The current days date will default in the field. Example: 08/16/2005
Valid To
O
Date until which the bid or quotation is binding.
3.
Select the type(s) of where-used list you want to view.
4.
Select the type(s) of BOM(s) for which you want to view the where-used list.
5.
Click
to enter additional selection criteria.
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Where-Used List: Material: View
6.
As required, complete/review the following fields: Field Name Plant
7.
R/O/C R
Description Code identifying an organizational unit seen as central to the manufacturing process. A plant can be a manufacturing site or a group of storage locations that share materials. A plant can also be a distribution center. Example: 7220 (Camarillo)
Perform one of the following: If you want to . . .
8.
Then . . .
Display the results using a multilevel display
Click
Display the results using a singlelevel display
Verify
Click
to the left of Multi-lev. to the left of Multi-lev. is deselected.
.
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Material Where-Used List
9.
Review multi-level view and manipulate data as needed.
10.
Click
to go back to the Where-Used List: Material: View screen.
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Material Where-Used List
11.
Review single-level view and manipulate data as needed.
12.
Click
to go back to the Where-Used List: Material: View screen.
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Where-Used List: Material: View
13.
Click
14.
You have completed this transaction.
to exit.
Result You have successfully displayed the where used list in a multi-level or single-level view for a specified material. Comments The view button,
,may appear on the Where-Used List: Material: Initial Screen display
screen, if you click the button twice. This button signifies that the data has been entered on the Where-Used List: Material View screen.
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Stock Overview
MMBE
Purpose Use this procedure to display an overview of the stock balance of a specific material at the Inventory Management level. Trigger Perform this procedure when it is necessary to view stock balances of a material. Prerequisites None Menu Path Use the following menu path to begin this transaction:
Select Logistics Materials Management Inventory Management Environment Stock MMBE - Stock Overview to go to the Stock Overview: Company Code/Plant/Storage Location/Batch screen.
Transaction Code MMBE Helpful Hints
Drill-down capability exists for additional details on stock levels. This capability also offers other stock views, such as Stock in Transit and Stock in Quality Inspection.
You can display serial numbers for selected stocks (provided they exist) by choosing the menu path Environment Equipment /Serial number.
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Procedure
1.
Start the transaction using the menu path or transaction code.
Stock Overview: Company Code/Plant/Storage Location/Batch
2.
As required, complete the following fields: Field Name
R/O/C
Description
Material
R
Substance or commodity that is bought or sold on a commercial basis, or is used, consumed, or created in production; a material can also be a service. Example: WD00036387DVD
PIant
R
A physical definition of a group of manufacturing processes. Can include product and services. Example: 7220 (Camarillo)
Storage location
R
An organizational unit facilitating differentiation between the various stocks of a material within a plant. Example: 0100 (Main Storage)
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3.
As required, complete the following fields: Field Name
4.
R/O/C
Description
Special stock indicator
O
Indicates the type of special stock to be included in the stock overview. Special stock is stock of materials that must be managed separately for reasons of ownership or location. Example: K (consignment – vendor)
Display version
O
Uniquely identifies the display version of the stock overview. Example: 01 (all stock types)
Display unit of measure
O
Specifies the unit of measure in which the quantity represented is displayed. Example: EA (each)
Choose one or more of the following options: If you want to. . .
Then select. . .
Determine whether special stocks are included when stock data is read
.
Cause the system to read stock commitments when determining stock data (Stock commitments include such things as open Purchase Order quantities, Stock in Transfer, Reservations, etc.)
.
Exclude the display of zero stock balances
.
Display stock balances with the decimal place as defined in Global Settings in the IMG
.
Display stock balances at the company code level Display stock balances at the plant level
. .
Display stock balances at the storage location level Display stock balances at the batch level Display stock balances of special stocks
5.
Click
. . .
to process the selection criteria.
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Stock Overview: Company Code/Plant/Storage Location/Batch
6.
Review the total of the material for unrestricted use, quality inspection, and reserved.
7.
You have completed this transaction.
8.
Click
to exit the transaction.
Result You have displayed the stock overview for a specific material. Comments None.
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Display Customer
XD03
Purpose Use this procedure to search for an existing customer number and display it. Trigger Perform this procedure before creating a new customer to avoid creating a duplicate, or to view information on an existing customer. Prerequisites The customer master record must exist in SAP/CSI. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Sales and Distribution Master Data Business Partner Customer Display XD03 - Complete to go to the Customer Display: Initial Screen.
Transaction Code XD03 Helpful Hints
Several match codes exist. The most commonly used in searching for a customer number is “Search per account group” or “Search by ship-to customers”.
Restrict match code searches by entering known data in appropriate fields. If you run the match code without any restrictions, the returned list displays only 500 entries instead of the entire file.
Use asterisks as wildcards in all search fields. Example: Enter “*tech*” in the Name field to return all customer numbers with the word Tech in the name. The returned list would include both Technicolor and Advanced Vision Technologies.
Searching on the Name field is often more accurate than using the Search term field. The search term is a twenty character field but only ten characters are included in match codes.
Procedure
1.
Start the transaction using the menu path or transaction code.
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Customer Display: Initial Screen
2.
As required, complete the following field: Field Name Customer
R/O/C
Description
R
Entity to which the company sells goods or services. A customer is signified with a unique numeric identifier and nongeneric description. If you do not know the customer number, you can search for it using the matchcode in the Customer field. See the “Helpful Hints” section for more information. Example:
900055
Company code
R
Independent accounting unit; in most cases is a legal entity. You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies simultaneously. Example: HES1
Sales Organization
R
An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization. Example: 7210
Distribution Channel
R
The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP, it is possible to deliver goods to a given customer through more than one distribution channel. Example: 01
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Field Name Division
3.
Click
R/O/C R
Description An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services. SAP uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division. Example: 01
to view general data about the customer.
Display Customer: General Data (Address)
4.
As required, review the following fields: Field Name Name
R/O/C R
Description A word or group of words used to describe an entity. Example:
Name
O
DISNEY
The customer’s store number may be visible on the 3 rd line of the Name field, if available.
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Field Name Search term 1/2
R/O/C R
Description Short term used for searching. The first field contains the customer name without spaces. The second field contains the JBA customer number. Example: 44BU002
5.
Street/House number
O
The street address and house number number of the customer.
Postal code/City
C
Customer’s zip code and city.
Country
R
Customer’s country. Example: US
Region
R
Customer’s state or region.
P. O. Box
O
Customer’s post office box number, if applicable.
Postal code
C
A code of letters and digits added to a postal address to aid in the sorting of mail; sometimes referred to as "zip code."
Telephone
O
Customer’s main telephone number.
Fax
O
Customer’s fax number.
Click
to view company code data.
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Display Customer: Company Code Data (Account management)
6.
Click
to view correspondence information.
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Display Customer: Company Code Data (Correspondence)
7.
As required, review the following fields: Field Name
8.
R/O/C
Description
Act.clk tel.no.
O
Account clerk’s phone number.
Clerk’s fax
O
Account clerk’s fax number.
Clrk’s internet
O
Account clerk’s name.
Click
to view the sales area data.
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Display Customer: Sales Area Data (Sales)
9.
As required, review the following fields: Field Name Customer group
R/O/C C
Description Identifies a particular group of customers (for example, wholesale or retail) for the purpose of pricing or generating statistics. For ship-to customers only.
ABC class
C
Is customer an EDI customer? Y for yes, N for no. For sold-to customers only.
Price group
C
Grouping of price conditions for customer who share the same pricing requirements. For sold-to customers only. Example: Z9 (Over/Under allowances)
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Field Name Cust.pric.proc
R/O/C
Description
C
Determines which pricing procedure the system applies when you create a sales document for a customer. For sold-to customers only. Example: 1 (Standard)
10.
Click
to view partner functions.
Display Customer: Sales Area Data (Partner functions)
11.
The following are the types of partners: Partner Function
Description
SP
Sold-to party
SH
Ship-to party
BP
Billing partner
PY
Payer
Y1
JBA Company
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12.
You have completed this transaction.
13.
Click
to exit this transaction.
Result You have displayed an existing customer master in SAP/CSI. Comments None.
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Create Ship-To Customer
XD01
Purpose Use this procedure to create a new ship-to customer master in SAP. Trigger Perform this procedure when a new ship-to location is received for a new customer not in SAP/CSI. Prerequisites Search for existing customer before setting up new customer number. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Sales and Distribution Master Data Business Partner Customer Create Complete to go to the Create Customer Initial Screen.
Transaction Code XD01 Helpful Hints When entering a new customer’s name in the customer master, follow these guidelines:
Enter the customer name as it appears on their formal purchase order form or letterhead, using all capital letters.
Use alpha (A-Z) and numeric (0-9) characters only.
Special characters are not allowed (e.g., dashes, slashes).
Use one blank space in place of each special character.
Use ‘AND’ instead of ‘&’.
Use these abbreviations following the customer name when applicable: Abbreviation
Description
CO
Company
CORP
Corporation
INC
Incorporated
LTD
Limited
RR
Railroad
BLDG
Building
DEPT
Department
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Procedure
1.
Start the transaction using the menu path or transaction code.
Create Customer: Initial Screen
2.
As required, complete/review the following fields: Field Name Account group
R/O/C R
Description Summary of attributes that control the creation and maintenance of master records (such as general ledger accounts). The account group determines which data are required for the master records and the number range from which you select the numbers for the master records. You must assign each master record to an account group. Click Example:
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112
Field Name
3.
R/O/C
Description
Company code
R
Independent accounting unit; in most cases is a legal entity. You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies simultaneously. Example: HES1
Sales Organization
R
An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization. Example: 7210
Distribution Channel
R
The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP, it is possible to deliver goods to a given customer through more than one distribution channel. Example: 01
Division
R
An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services. SAP uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division. Example: 01
Click
to enter general data about the customer.
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Create Customer: General data (Address)
4.
As required, complete/review the following fields: Field Name Name
R/O/C R
Description A word or group of words used to describe an entity. Follow the guidelines in the Helpful Hints section to enter the customer’s name. Example:
Search term 1/2
R
TEST SHIP-TO CUSTOMER, INC
Short term used for searching. In the first field, enter the customer name without spaces. Example: TESTSHIPTO In the second field, enter the JBA customer number. Example: 112287
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Field Name
R/O/C
Street/House number
O
Description Enter the street address and house number of the customer. Enter the house number in front of the street name and leave the second field blank. Use these abbreviations following the street name when applicable: RR (railroad), RT (Route), ST (Street). Example: 333 MAIN ST
Postal code/City
C
Enter the customer’s zip code and city. Example: 90210 BEVERLY HILLS
Country
R
Enter the customer’s country. Example: US
Region
R
Enter the customer’s state or region. Example: CA
P. O. Box
O
Enter the customer’s post office box number, if applicable.
Postal code
C
A code of letters and digits added to a postal address to aid in the sorting of mail; sometimes referred to as "zip code." Enter postal code if P.O. Box was entered.
Telephone
O
Enter the customer’s telephone number. Enter the main building telephone number. Example:
Fax
O
555-432-6789
Enter the customer’s fax number. Enter the main building fax number. Example:
5.
Click
555-432-6788
in the Name section to expand the available lines.
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Create Customer: General data (Address)
6.
Enter the vendor’s store number in the 3rd line of the Name field.
7.
Click
.
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Create Customer: General Data (Marketing)
8.
As required, complete the following field: Field Name
R/O/C
Regional market
9.
Click
R
Description Enter N.
.
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Create Customer: Company Code Data (Account management)
10.
Click
to enter correspondence information.
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Create Customer: Company Code Data (Correspondence)
11.
As required, complete the following fields: Field Name
R/O/C
Act.clk tel.no.
O
Description Account clerk’s phone number. Example:
Clerk’s fax
O
Account clerk’s fax number. Example:
Clrk’s internet
O
Click
800-444-7890
Account clerk’s name. Example:
12.
800-444-7890
JOHN SMITH
.
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Create Customer: Sales Area Data (Sales)
13.
As required, complete/review the following field: Field Name Customer group
R/O/C R
Description Identifies a particular group of customers (for example, wholesale or retail) for the purpose of pricing or generating statistics. Example:
14.
Click
63 (small enterprise)
to enter partner functions.
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Create Customer: Sales Area Data (Partner functions)
15.
Enter SH in the PF field.
16.
Enter INTERNAL in the Number field.
17.
Click
to save the new ship-to customer master.
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Create Customer: Initial Screen
The system displays the message, "Customer XXXX has been created for company code HES1 sales area 7210 01 01.”
18.
You have completed this transaction.
19.
Click
to exit this transaction.
Result You have created a new ship-to customer master. Comments You can use transaction XD02 to assign ship-to customers to existing sold-to customers. Please refer to instruction XD02 – Change Customer Master for more information.
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Change Customer
XD02
Purpose Use this procedure to change data for an existing customer master record in SAP. Trigger Perform this procedure when you need to:
update or correct a customer’s information
add ship-to partners to a sold-to party
Prerequisites The customer master record must already exist in SAP/CSI. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Sales and Distribution Master Data Business Partner Customer Change XD02 - Complete to go to the Customer Change: Initial Screen.
Transaction Code XD02 Helpful Hints
In this work instruction, we will show how to add a ship-to party to a sold-to customer master.
To update a customer master record, please refer to work instruction XD01 – Create Ship-To Customer for more information on the fields that can be changed.
Procedure
1.
Start the transaction using the menu path or transaction code.
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Customer Change: Initial Screen
2.
As required, complete the following field: Field Name Customer
R/O/C
Description
R
Entity to which the company sells goods or services. A customer is signified with a unique numeric identifier and nongeneric description. Enter the customer number you want to change. Example:
Company code
R
Independent accounting unit; in most cases is a legal entity. You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies simultaneously. Example:
Sales Organization
R
R
HES1
An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization. Example:
Distribution Channel
900055
7210
The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP, it is possible to deliver goods to a given customer through more than one distribution channel. Example:
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Field Name
R/O/C
Division
R
Description An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services. SAP uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division. Example:
3.
Click
01
to enter general data about the customer.
Change Customer: General Data (Address)
4.
Click
.
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Change Customer: Sales Area Data (Sales)
5.
Click
.
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Change Customer: Sales Area Data (Partner functions)
6.
As required, complete the following field: Field Name
7.
R/O/C
Description
PF
R
Type of customer. Example: SH (ship-to)
Number
R
Enter the ship-to customer number. Example: 903566
Click
to save changes to the customer master.
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Customer Change: Initial Screen
The system displays the message, "Changes have been made.”
8.
You have completed this transaction.
9.
Click
to exit this transaction.
Result You have changed an existing customer master. Comments None.
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Create Vendor Master
XK01
Purpose Use this procedure to create a vendor master record. Trigger Perform this procedure when you have a new vendor you want to add to the system. Prerequisites None. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Materials Management Purchasing Master Data Vendor Central XK01 – Create to go to the Create Vendor: Initial Screen.
Transaction Code XK01 Helpful Hints When entering a new customer’s name in the customer master, follow these guidelines:
Enter the customer name as it appears on their formal purchase order form or letterhead, using all capital letters.
Use alpha (A-Z) and numeric (0-9) characters only.
Special characters are not allowed (e.g., dashes, slashes).
Use one blank space in place of each special character.
Use ‘AND’ instead of ‘&’.
Use these abbreviations following the customer name when applicable: Abbreviation
Description
CO
Company
CORP
Corporation
INC
Incorporated
LTD
Limited
RR
Railroad
BLDG
Building
DEPT
Department
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Procedure
1.
Start the transaction using the menu path or transaction code.
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Create Vendor: Initial Screen
2.
As required, complete the following fields: Do not enter anything in the Vendor field. SAP assigns the vendor number internally. Field Name Company Code
R/O/C R
Description Code representing an independent accounting unit. This is the lowest level at which legally required financial statements may be prepared. Example:
Purch. organization
R
A purchasing organization procures materials and services, negotiates conditions of purchase with vendors, and bears responsibility for such transactions. Example:
Account group
R
HES1 (Technicolor – Camarillo)
7220 (Technicolor MRPA)
A collection of account properties, which determine the creation of master records. The account group determines the data that is relevant for the master record and a number range from which numbers are selected for the master records. Example:
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The list of valid account groups is contained in the table below: Group
Name
Z725
CSI Third Party Vendors
Z726
CSI Intracompany
Z727
CSI Ship-To
Z728
CSI Intercompany
3.
Click
.
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Create Vendor: Address
4.
As required, complete the following fields: Field Name Name
R/O/C R
Description Identifies a specific vendor (either the full name of the vendor or the permitted/mandatory abbreviations). Follow the guidelines in the Helpful Hints section to enter the customer’s name. Example: ENTERTAINMENT VENDORS, INC.
Search term 1/2
R
Searchable term describing the vendor. In the first field, enter the vendor name without spaces. Example:
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Field Name
R/O/C
Street/House number
R
Description Enter the street address and house number of the vendor. Enter the house number in front of the street name and leave the second field blank. Use these abbreviations following the street name when applicable: RR (railroad), RT (Route), ST (Street). Example:
Postal code/City
R
Enter the vendor’s zip code and city. Example:
Country
R
R
90210 BEVERLY HILLS
Sovereign domain such as Singapore. Example:
Region
555 RODEO DRIVE
US
Code identifying the state, county, or province where a vendor resides. Example:
CA
P. O. Box
C
Enter the vendor’s post office box number, if applicable.
Postal code
C
A code of letters and digits added to a postal address to aid in the sorting of mail; sometimes referred to as "zip code." Enter postal code if P.O. Box was entered.
Telephone
O
Enter the vendor’s telephone number. Enter the main building telephone number. Example:
Fax
O
555-383-9931
Enter the vendor’s fax number. Enter the main building fax number. Example:
5.
Click
555-383-9935
in the Name section to expand the available lines.
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Create Vendor: Address
6.
Enter the customer’s store number in the 3rd line of the Name field.
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7.
Click
to go to the next screen.
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Create Vendor: Control
You do not need to enter any information on this screen.
8.
Click
to go to the next screen.
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Create Vendor: Payment transactions
You do not need to enter any information on this screen.
9.
Click
to go to the next screen.
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Create Vendor: Accounting information Accounting
You do not need to enter any information on this screen.
10.
Click
to go to the next screen.
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Create Vendor: Payment transactions Accounting
You do not need to enter any information on this screen.
11.
Click
to go to the next screen.
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Create Vendor: Correspondence Accounting
12.
As required, complete the following fields: Field Name Act.clk tel.no.
R/O/C O
Description Account clerk’s telephone number. Example:
Clerk’s fax
O
Account clerk’s fax number. Example:
Clrk’s internet
O
Click
800-980-1458
Account clerk’s name. Example:
13.
800-980-1457
BARBARA JONES
to go to the next screen.
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Create Vendor: Purchasing data
14.
As required, complete the following fields: Field Name
15.
R/O/C
Description
Order currency
O
Currency the vendor uses. Example: USD (US Dollar)
GR-based inv. verif.
R
Select this checkbox to specify that a provision has been made for goods-receipt-based invoice verification for a purchase order item.
AutoEvalGRSetmt Del.
R
Select this checkbox to specify that evaluated receipt settlement (ERS) or the automatic generation of invoices according to an invoicing plan is possible in relation to materials supplied or services performed (respectively) with regard to this vendor.
AutoEvalGRSetmt Ret
R
Select this checkbox to Indicate that automatic evaluated receipt settlement of return items is possible for this vendor.
Acknowledgement reqd
R
Select this checkbox to ensure the purchasing document is acknowledged by the vendor.
Click
to go to the next screen.
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Create Vendor: Partner functions
16.
Review the partner functions and verify they are correct. Make sure there is a Partner Function and Number for VN (vendor), IP (invoice presented by), and GS (goods supplier).
17.
Click
to save the vendor master.
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Create Vendor: Initial Screen
The system displays the message, “Vendor XXXX has been created for company code HES1 purchasing organization 7220.”
18.
Click
19.
You have completed this transaction.
to exit.
Result You have created a vendor master. Comments None.
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Display Vendor Master
XK03
Purpose Use this procedure to display a vendor master record. Trigger Perform this procedure before creating a new vendor to avoid creating a duplicate, or to view information on an existing vendor. Prerequisites None. Menu Path Use the following menu path(s) to begin this transaction:
Select Logistics Materials Management Purchasing Master Data Vendor Central XK03 – Display to go to the Display Vendor: Initial Screen.
Transaction Code XK03 Helpful Hints None. Procedure
1.
Start the transaction using the menu path or transaction code.
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Display Vendor: Initial Screen
2.
As required, complete the following fields: Field Name Vendor
R/O/C R
Description Business partner from whom materials or services can be procured, or partner to whom amounts are payable for goods delivered/ services performed. Example:
Company Code
R
Code representing an independent accounting unit. This is the lowest level at which legally required financial statements may be prepared. Example:
Purch. Organization
R
HES1 (Technicolor – Camarillo)
A purchasing organization procures materials and services, negotiates conditions of purchase with vendors, and bears responsibility for such transactions. Example:
3.
70000379
7220 (Technicolor MRPA)
Select the following checkboxes:
Address
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4.
Correspondence
Purchasing
Partner Functions Click
.
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Display Vendor: Address
5.
As required, review the following fields: Field Name Name
R/O/C R
Description Identifies a specific vendor (either the full name of the vendor or the permitted/mandatory abbreviations). Example: ENTERTAINMENT VENDORS, INC. The 3rd line of the Name field contains the vendor’s store number.
Search term 1/2
R
Searchable term describing the vendor. Example:
Street/House number
R
The street address and house number of the vendor. Example:
Postal code/City
R
R
555 RODEO DRIVE
The vendor’s zip code and city. Example:
Country
ENTERTAIN
90210 BEVERLY HILLS
Sovereign domain such as Singapore. Example:
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Field Name Region
R/O/C
Description
R
Code identifying the state, county, or province where a vendor resides. Example:
CA
P. O. Box
C
The vendor’s post office box number, if applicable.
Postal code
C
A code of letters and digits added to a postal address to aid in the sorting of mail; sometimes referred to as "zip code."
Telephone
O
The vendor’s telephone number. Example:
Fax
O
555-383-9931
The customer’s fax number. Example:
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555-383-9935
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6.
Click
to go to the next screen.
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Display Vendor: Correspondence Accounting
7.
As required, review the following fields: Field Name Act.clk tel.no.
R/O/C O
Description Account clerk’s telephone number. Example:
Clerk’s fax
O
Account clerk’s fax number. Example:
Clrk’s internet
O
Click
800-980-1458
Account clerk’s name. Example:
8.
800-980-1457
BARBARA JONES
to go to the next screen.
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Display Vendor: Purchasing data
9.
As required, review the following fields: Field Name
10.
R/O/C
Description
Order currency
O
Currency the vendor uses. Example: USD (US Dollar)
GR-based inv. verif.
R
Specifies that a provision has been made for goods-receiptbased invoice verification for a purchase order item.
AutoEvalGRSetmt Del.
R
Specifies that evaluated receipt settlement (ERS) or the automatic generation of invoices according to an invoicing plan is possible in relation to materials supplied or services performed (respectively) with regard to this vendor.
AutoEvalGRSetmt Ret
R
Indicates that automatic evaluated receipt settlement of return items is possible for this vendor.
Acknowledgement reqd
R
Ensures the purchasing document is acknowledged by the vendor.
Click
to go to the next screen.
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Display Vendor: Partner functions
11.
Review the partner functions and verify they are correct. Make sure there is a Partner Function and Number for VN (vendor), IP (invoice presented by), and GS (goods supplier).
12.
You have completed this transaction.
13.
Click
to exit.
Result You have displayed an existing vendor master record. Comments None.
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Change Vendor Master
XK02
Purpose Use this procedure to change a vendor’s information. Trigger Perform this procedure when vendor’s record information needs to be changed. Prerequisites None. Menu Path Use the following menu path(s) to begin this transaction:
Select the Logistics Materials Management Purchasing Master Data Vendor Central Change to go to the Change Vendor: Initial Screen.
Transaction Code XK02 Helpful Hints Please refer to work instruction XK01 – Create Vendor Master for more information on the fields you can change/complete. Procedure The screens within this transaction refer to vendors as Vendors. Therefore, any field labeled Vendor within the transaction is actually referring to a vendor. Thus, the changed information will update a vendor master reference record that defines the brand name of the product required in a design.
1.
Start the transaction using the menu path or transaction code.
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Change Vendor: Initial Screen
2.
As required, complete the following field: Field Name Vendor
R/O/C R
Description Business partner from whom materials or services can be procured, or partner to whom amounts are payable for goods delivered/ services performed. Examples of such services/goods include:Goods acquired; Business services received;The transfer of a right. Example:
70000191
3.
Select the checkboxes of the areas to which you want to make changes.
4.
Click
.
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Change Vendor: Address
5.
As required, make the necessary changes. Please refer to work instruction XK01 – Create Vendor Master for more information on the available fields for change.
6.
Once you complete the edits, click
to save the changes.
The system displays the message, "Changes have been made."
7.
You have completed this transaction.
8.
Click
to exit the transaction.
Result You have changed a vendor’s information in SAP/CSI. Comments The vendor’s master record resides in the purchasing view but is not the vendor source.
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Glossary SAP Modules MM: Material Mgmt SD: Sales & Distribution PP: Production Planning
AcceleratedSAP (ASAP): implementation methodology, which seeks to standardize and expedite a typical SAP R/3 implementation. Advanced Business Application Programming (ABAP): set of 4th generation development tools to facilitate implementation of client/server applications, enhance delivered apps or modify standard SAP modules. Application Link Enabling (ALE): supports multiple distributed R/3 systems that could be installed in separate physical locations. application modules: programs that support all of a company’s business transactions and are integrated interactively to share related data. application server: centralized or department server that has several or all the application modules installed and support several user workstations. It may also serve as a print spooler or gateway for communication between other servers. Available To Promise (ATP) Basis System: guarantees all application modules are integrated and platform independent. Includes client/server architecture, application architecture and system communications. Bill of Material (BOM) Business Application Programming Interfaces (BAPI): language-independent interfaces to provide stable, standardized method for third-party applications and the SAP modules to integrate. Business Framework: the future strategic direction for the R/3 products, which allows for dynamic reconfiguration, reduced time for employment, etc. Business objects: customer orders, a vendor record, an employee report, etc.
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Client: A logical grouping of legal, organizational, geographic, business, and/or administrative units. The highest organizational unit Client/server architecture: principle of distributed processing that utilizes presentation, application and database servers. Company Code: A legally independent unit within a client that prepares its own balance sheet. The central organizational unit in financial accounting Database server: central computer primarily responsible for all database exchanges. Electronic Data Interchange (EDI): used to communicate with business partners such as vendors, customers, banks, etc. See IDOC. Graphical User Interface (GUI) Intermediate Document (IDOC): temporary structures for EDI interfaces prior to conversion to EDI message to be sent to and from an external business partner. Implementation Guide (IMG): an interactive model to help map business requirements to specific needs, handles automatic creation of recommendations for organizing and implementing the project. Just-In-Time (JIT): see Kanban Kanban: from the Japanese term for cards used in controlling inventory. Supports just-in-time or small inventories. There are no safety stock levels. Logistics (LO): tools and reports to analyze/manage the status, and make forecasts about, the supply chain. Includes engineering change management, environment, health and safety, forecasting, etc. Material Management (MM): supports procurement and inventory functions for day-to-day business including inventory management, vendor evaluation, warehouse management, invoice verification, etc. Activities that center around a "plant" or other physical location. Material Requirement Planning (MRP): plan and control inventory. Matchcode: When entering data, you may not know a field value and will need a list of values or a matchcode to assist you. A matchcode is a tool used in searching for data records, which are stored in the system. When you use a matchcode, you do
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not need to enter information in every search term. Each matchcode has its own matchcode ID. Object Linking and Embedding (OLE): provides integration of various personal computer products such as MS Word, Excel and Access. Plant: An operating unit concerned with production and planning or a combination of locations with material stocks. The central organizational unit in materials management Presentation server: individual workstation or personal computer that displays (presents) the icon or graphical user interface (GUI) for logging onto the R/3 system. Operating systems supported include Windows, WIN NT, OSF/Motif, OS/2, PM and Macintosh. Production Planning (PP): supports manufacturing activities such as repetitive manufacturing, work centers, routing, bills of material (BOM), sales and operations planning (SOP), Kanban, production orders, etc. Purchase Order (PO) Purchasing Organization: Organizational unit that procures material or services and negotiates purchasing conditions with vendors. Responsible for procuring materials and services for its assigned plants. Uniquely allocated to one company code Purchasing Group: Individual or group of buyers responsible for operational tasks for a specific range of materials SAP R/3: open client/server software system designed to manage business information needs of a company. The "R" in R/3 stands for real time. SAP stands for Systems, Applications and Products in Data Processing. The R/2 system supported mainframe applications. SAPPHIRE: SAP Perennial Highly Integrated R/2-R/3 Exchange: forum for SAP North American customers, partners and SAP personnel to exchange experiences and participate in educational programs. Storage Location: The total of all storage bins in a plant that are managed together. May be a warehouse, storeroom, or a specific location within a warehouse or storeroom.
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