226 bpp en_us
Upcoming SlideShare
Loading in...5
×
 

Like this? Share it with your network

Share

226 bpp en_us

on

  • 876 views

 

Statistics

Views

Total Views
876
Views on SlideShare
876
Embed Views
0

Actions

Likes
1
Downloads
37
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Microsoft Word

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

226 bpp en_us Document Transcript

  • 1. EHP4 for SAP ERP 6.0June 2010English Handling Unit Management (HUM) for Production Order (226) Business Process DocumentationSAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
  • 2. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPCopyright© 2010 SAP AG. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without the expresspermission of SAP AG. The information contained herein may be changed without prior notice.Some software products marketed by SAP AG and its distributors contain proprietary software components ofother software vendors.Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, Systemz10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390,OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6,POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS,HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner,WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation.Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks ofAdobe Systems Incorporated in the United States and/or other countries.Oracle is a registered trademark of Oracle Corporation.UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks orregistered trademarks of Citrix Systems, Inc.HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide WebConsortium, Massachusetts Institute of Technology.Java is a registered trademark of Sun Microsystems, Inc.JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented andimplemented by Netscape.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjects Explorer,and other SAP products and services mentioned herein as well as their respective logos are trademarks orregistered trademarks of SAP AG in Germany and other countries.Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, WebIntelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as theirrespective logos are trademarks or registered trademarks of SAP France in the United States and in othercountries.All other product and service names mentioned are the trademarks of their respective companies. Datacontained in this document serves informational purposes only. National product specifications may vary.© SAP AG Page 2 of 40
  • 3. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPThese materials are subject to change without notice. These materials are provided by SAP AG and its affiliatedcompanies ("SAP Group") for informational purposes only, without representation or warranty of any kind, andSAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAPGroup products and services are those that are set forth in the express warranty statements accompanyingsuch products and services, if any. Nothing herein should be construed as constituting an additional warranty.© SAP AG Page 3 of 40
  • 4. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPIcons Icon Meaning Caution Example Note Recommendation Syntax External Process Business Process Alternative/Decision ChoiceTypographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.© SAP AG Page 4 of 40
  • 5. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPContentsPurpose............................................................................................................................................... 6Prerequisites........................................................................................................................................ 6 Master Data and Organizational Data.............................................................................................. 6 Business Conditions......................................................................................................................... 7 Preliminary Steps............................................................................................................................. 7 Optional: Remove Batch Management Requirement for Finished Product...................................7 Assigning User Parameter “CORUPROF” to User Master Record ..............................................8 Roles................................................................................................................................................ 9 Defining Queries for Personal Object Worklist (POWL)..............................................................10Process Overview Table.................................................................................................................... 11Process Steps.................................................................................................................................... 14 Anonymous Forecast and MRP..................................................................................................... 14 Procurement of Stock Material....................................................................................................... 15 Production Order Processing......................................................................................................... 17 Create Production Order for Handling Unit Production...............................................................17 Release Production Order for Handling Unit...............................................................................18 Material Staging for Production Order........................................................................................ 19 Optional: Printing Shop Floor Papers (Finished Good)...............................................................21 HU-Packaging in Production Order (Finished Good)..................................................................21 Goods Receipt for Handling Units .............................................................................................22 Monitor Handling Units............................................................................................................... 24 Confirming Production for Handling Unit production...................................................................24 Create Transfer Order from Stock List for Putaway (Option 1: Full WM)....................................26 Printing the Picking Document ................................................................................................... 27 Confirm transfer order for putaway (option 1: Full WM)..............................................................27 Check WM Stock of handling units (option 1: Full WM)..............................................................28 Sales Order Processing................................................................................................................. 29 Enter Sales Order (option 1: Full WM and option 2: without WM)..............................................29 Create Outbound Delivery with Order Reference (option 1: Full WM)........................................31 Printing the Picking Document ................................................................................................... 33 Confirm transfer order for delivery picking (option 1: Full WM)...................................................33 Change Outbound Delivery (option 1: Full WM).........................................................................34 Create Outbound Delivery with Order Reference (option 2: without WM)...................................35Follow-Up Processes......................................................................................................................... 37 Period end closing.......................................................................................................................... 37Appendix............................................................................................................................................ 38 Reversal of Process Steps............................................................................................................. 38 SAP ERP Reporting....................................................................................................................... 39© SAP AG Page 5 of 40
  • 6. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPHandling Unit Management (HUM) for ProductionOrderPurposeHandling units can be created at the end of production (packing of finished goods) or at a later stageafter creating outbound deliveries. This depends on the packing process in your company.In this scenario, you execute packing and goods receipt posting at the end of a production order.The stock is posted directly into storage and is available for picking.Now there are two options for how to further process handling units: - If the handling units are posted into a storage location with Warehouse management, transfer orders are used for putaway and picking. Within picking, the transfer order allows you to specifically select the handling units to be picked from the stock overview list. - If the handling units are posted into a standard inventory managed storage location without warehouse management and storage bin management, putaway does not require a transfer order. However, due to missing storage bin management, at picking of the handling units for the delivery the handling units have to be selected one by one, or (in practice) the number is scanned from the label.PrerequisitesMaster Data and Organizational DataThe packing instructions with packaging material for finished goods as well as the packinginstruction determination records are maintained.The production order for F226-1 has been confirmed (CO11N). The goods receipt for the productionorder is outstanding. The storage location 1090 for goods receipt is maintained in the materialmaster (MRP 2 view) or in the production order.This master data consists of standardized SAP Best Practices default values and enables you to gothrough the process steps of this scenario.Use the following master data in the process steps described in this document:ManufacturingProduction PlantMaster / Org. data Value Master / Org. data details CommentsMaterial F226-1 Finished Good, MTS-DI,Batch-FIFO R124 Raw Material (ROH-PD) V226-1 Packaging Material V226-R Packaging Reference MaterialPlant 1000 Plant 1 - Production PlantStorage Location 1080 Full Warehouse Management 1090 Handling units w/o warehouse management© SAP AG Page 6 of 40
  • 7. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPBill of Material StructureThis overview shows the bill of material structure and the usage of each component in case youhave activated all optional enhancements. Material Unit Characteristic of material Optional EnhancementsMaterial Level typeF226-1 0 FERT EA Finished Good for HUMR124 1 RAW EA Raw MaterialBusiness ConditionsThe business process described in this Business Process Documentation is part of a bigger chain ofintegrated business processes or scenarios. As a consequence, you must have completed thefollowing processes and fulfilled the following business conditions before you can start going throughthis scenario: Business condition Scenario To run through this scenario, some prerequisite Prerequisite Process Steps (BB - 154) process steps have to be done. To Execute this activity, run the Business Process Documentation for Prerequisite Process Steps (BB - 154) scenario. The following steps are required: • Product Costing: Costing RunPreliminary StepsThis Business Process Documentation (BPD) contains process steps that have to be done asprerequisite before you can start to work through the standard Business Process Documentation ofselected logistics scenarios.Optional: Remove Batch Management Requirement for Finished Product The idea is that the process runs with batch management (default) but that batch management can be deactivated for this process.UseBatch management requirement for the finished product is optional in this scenario.If you don’t want to execute Batch management requirement for the finished product, you have tocarry out the following steps.Procedure Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Materials Management  Material Master  Material  Change  Immediately Transaction code MM02 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role© SAP AG Page 7 of 40
  • 8. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Business role Engineering Specialist (SAP_NBPR_ENGINEER-S) NWBC menu Engineering  Master Data  Material Master  Change Material On the Change Material (Initial Screen), make the following entries and choose Enter: Field name Description User action and values Comment Material F226-1 Finished Good, MTS- DI,Batch-FIFO On the Select View(s) Screen, select the Work scheduling and the MRP3 view and choose Enter. On the Organizational Levels screen, make the following entries and choose Enter. Field name Description User action and values Comment Plant 1000 Select the Work scheduling – Tab, make the following entries: Field name Description User action and values Comment Work scheduling – Tab Batch  (remove indicator) remove existing value management indicator The batch management requirement cannot be removed for the following reasons: 1. Stocks with batches already exist at plant level SD documents exist (orders or deliveries) that have not yet been processed or that have been processed only in part. Save your entries and go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultThe batch management requirement is removed.Assigning User Parameter “CORUPROF” to User Master RecordUseIn this step you assign a profile to your user, which defines the layout for the confirmation screen forsingle screen entry.Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Tools → Administration → User Maintenance → Users Transaction code SU01 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role© SAP AG Page 8 of 40
  • 9. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Business role Administrator (Professional User) SAP_NBPR_IT_ADMIN-S NWBC menu IT Administration → User Management → User Maintenance On the Change User: initial screen, make the following entries and choose Change Button: Field name Description User action and values Comment User Enter your SAP-UserOn the Maintain User screen, choose the Parameters tab and make the following entries: Field name Description User action and values Comment Parameter ID CORUPROF Parameter YBDI02 Value Save your entries and go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultThe confirmation profile YBDI02 is assigned to your user.RolesUseThe following roles must have been installed to test this scenario in the SAP Netweaver BusinessClient (NWBC). You do not need these roles if you are not using the NWBC interface, but thestandard SAP GUI.PrerequisitesThe business roles have been assigned to the user who is testing this scenario.Business role Technical name Process stepProduction Planner SAP_NBPR_PRODPLANNER- Stock/Requirements List – Individual Display S (MD04) Monitoring (CO02) Release Production Orders CO05N)Warehouse Clerk SAP_NBPR_WAREHOUSE Initial Stock Posting (MIGO) Display Transfer Order / CLERK-S Material (LT24) Create Outbound Dlv. With Order Ref. (VL01N) Change Outbound Delivery (VL02N) Create Transfer Order from List (LT10) Transfer Order (LT15)Shop Floor SAP_NBPR_SHOPFLOOR- Material Staging (MF60)Specialist S Pack Material (COWBPACK) Goods Receipt HU for Production Order (COWBHUWE) Handling Unit Monitor (HUMO)© SAP AG Page 9 of 40
  • 10. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPBusiness role Technical name Process stepProduction Planner SAP_NBPR_PRODPLANN Confirm Production Order (CO11N) ER-SWarehouse SAP_NBPR_WAREHOUSE Display Quants for Material (LS24)Manager MANAGER-MSales Administration SAP_NBPR_SALESPERSO Create Sales Order (VA01) N-SResultYou can now process the scenario Handling Unit Management (HUM) for Production Order).Defining Queries for Personal Object Worklist (POWL)The following queries must be defined to test this scenario in the SAP NetWeaver Business Client(NWBC). You only need these queries if you are using the NWBC interface. You do not need thesequeries if you are using the standard SAP GUI.The queries are necessary to access role specific worklists in the SAP NetWeaver Business Client(NWBC). For more information about the creation of queries, see the section Creation of Queries in Personal Object Worklists (POWLs) in the Quick Guide to Implementing the SAP Best Practices Baseline Package (US) document. Business Application Object Variant Variant Selection Query Role Type Name Selections Criteria Name Production Worklist All Plant: For planner Production 1000 example, orders Material All number: Production F226-1 Orders Shop Floor Worklist All Plant: For Specialist Production 1000 example: Orders Material All number: Production F226-1 OrdersResultYou can now process the scenario.© SAP AG Page 10 of 40
  • 11. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Process Overview Table Process step External Business Business Trans-action Expected process condition role code results reference Creating Planned Make-to-Stock Planned Independent Independent Production - Independent Requirements for Requirements Discrete requirements finished product is Industry for finished created. (MTS) (145) product have to be created Material Make-to-Stock MRP at plant Independent Requirements Production - level have to requirements for Planning at Plant Discrete be done for finished product Level Industry finished were planned. (MTS) (145) product Evaluation of the Make-to-Stock Stock Stock/requirement Stock/Requirement Production - requirement s situation for the List Discrete situation has planned materials Industry to be analyzed is analyzed (MTS) (145) Procurement of Stock Procurement Materials to Sufficient stock for of Stock produce the all raw materials in Material w/o finished good this scenario is QM (130) have to be available procured Create Production Production MD04 Production order Order for Handling Planner for Finished Unit Production Good is created Releasing Production CO05N Production order Production Order for Planner has been Handling Unit released Material Staging for Shop Floor MF60 Material has been production order Specialist staged to production storage location Optional: Printing Production CO02 Shop floor papers Shop Floor Papers Planner have been printed (Finished Good) HU-Packaging in Shop Floor COWBPACK Finished Good Production Order Specialist will be packed (Finished Good) automatically on a pallet, a HU- number is created HU- Entering Goods Shop Floor COWBHUWE HU will be posted Receipt for Specialist in storage Production Order© SAP AG Page 11 of 40
  • 12. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Process step External Business Business Trans-action Expected process condition role code results reference (Finished Good) location Monitor Handling Shop Floor HUMO HU situation is Units Specialist displayed Confirming Production CO11N Production order Production for Planner for Handling unit Handling Unit is confirmed, Production goods issue for component is posted. Full Warehouse Management (WM) processing (option 1) Create Transfer order Warehouse LT10 Transfer order is from stock list Clerk created from transfer request Confirm TO Warehouse LT24 Transfer order is Clerk confirmed, HU is stored Check WM stock for Warehouse LS24 Handling units are handling units Manager checked for pallet storage Create Sales Order Sales VA01 Sales order is (full WM) Administration created Create outbound Warehouse VL01N, LT03 HU is picked from delivery with order Clerk stock overview reference screen (full WM) Confirm transfer order Warehouse LT24 Transfer order for delivery picking Clerk confirmed (full WM) Post goods issue for Warehouse VL02N Goods issue for delivery Clerk delivery is posted (full WM) Lean Warehouse Management (WM) (option 2) Create Sales Order Sales VA01 Sales order is (Lean WM) Administrator created Create outbound Warehouse VL01N delivery created, delivery with order Clerk TR created reference (Lean WM) Billing of Sales Order Order Sales order Finished product is Processing: have to be billed Sales from billed stock (109)© SAP AG Page 12 of 40
  • 13. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Process step External Business Business Trans-action Expected process condition role code results reference Period End Closing Period end Period End Period End closing (only once a month) closing Closing have is done “general” Plant to be done (181)© SAP AG Page 13 of 40
  • 14. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPProcess Steps Anonymous Forecast and MRP Use Planned independent requirements are used to perform demand management functions. A planned independent requirement contains one planned quantity and one date, or a number of planned independent requirements schedule lines, that is, one planned quantity split over time according to dates. Instead of creating single requirement, sometimes a requirements plan, which includes one or more planned independent requirements can be maintained for mass processing. In this case, the requirements are grouped and maintained under a requirement plan number. Anonymous Forecast and MRP (145) Procedure To execute this activity, process the following steps using the master data from this document (see also table below): Steps to process from scenario Make-to-Stock Production - Discrete Industry (MTS) (145) - Step Creating Planned Independent Requirements - Step Material Requirements Planning at Plant Level - Step Evaluation of the Stock/Requirement List Master data Value Other mat. Bus. cond. Comments Material F226-1 Finished Good, MTS-DI,Batch-FIFO Plant 1000 Production Plant Version 00 Planning period W Amount 100 For each time interval Material R124* Only relevant for the evaluation step Result The BOM explosion during the MRP run will generate dependent requirements for the demand- driven planned components only. *Material R124 is set to ROP planning, therefore no dependent requirements are transferred for this material. Run MRP individually for the Components and c heck if sufficient stock is available no purchase requisitions have been generated (proceed with from this BPD). If additionally by the MRP run purchase requisitions were created according to the requirements, proceed with step from this BPD. © SAP AG Page 14 of 40
  • 15. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPProcurement of Stock MaterialIn the real business case, the raw materials are purchased from external vendors, which can becovered by the standard purchasing processing. You have the option either to post initial stock directly to the storage location or reference to the sub process listed above. First check in previous step (MD04), whether purchase requisition is generated for the material. If not, then there is sufficient stock available. Procurement w/o QM (130)UseIn this scenario, we have several materials (raw or semi-finished) to be procured.Procedure To execute this activity, process the following steps using the master data from this document (see also table below): Steps to process from scenario Procurement to Stock - 130 - Display List of Purchase Requisitions to be assigned - Convert Assigned Requisitions to Purchase Orders - Approval of Purchase Order - Print Purchase Order - Receive Goods from Vendor to the Purchase Order Master data Value Comments Material: R124 Raw Material V226-1 Packaging Material Vendor 300000 For Raw Material R124 300000 For Packaging Material V226-1 Purchasing org. 1000 Purchasing group 100 Quantity 1000 Storage location 1020 R124© SAP AG Page 15 of 40
  • 16. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Master data Value Comments 1030 V226-1Optional: Initial Stock Posting 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Materials Management  Inventory Management  Goods Movement  Goods Movement (MIGO) Transaction code MIGO Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S) NWBC menu Warehouse Management → Consumption and Transfers → Other Goods Movement (MIGO 2. On the Goods Reciept Other screen, choose Goods Receipt in the first available field and Other next to this field. Choose Movement type 561 (Init. Entry of stBal) on the right side of the screen. Choose enter 3. In the Item Details screen make the following entries: Field name User action and values Comment Material R124 Quantity 1000 Movement type 561 Plant 1000 Storage Location 1050 4. Choose next item arrow at the bottom of the screen and enter the following entries: Field name User action and values Comment Material V226-1 Quantity 1000 Movement type 561 Plant 1000 Storage Location 1030 5. Choose Item OK indicator and choose check. 6. Save your entriesResultInitial stock for the material was posted. Make a note of the material document number.© SAP AG Page 16 of 40
  • 17. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPProduction Order ProcessingCreate Production Order for Handling Unit ProductionUseCreate production order for your handling unit production via MRP requirements list.PrerequisitesPlanned orders for handling unit production have been generated via MRP planning.Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Materials Management  Inventory Management  Environment  Stock  Stock/Requirement List Transaction code MD04 On the Stock/Requirement List: Initial Screen, make the following entries: Field name Description User Action and Values Comment Material F226-1 Plant 1000 Confirm your entries with Enter. Select the MRP element PldOrd and double-click this line or choose Add. data for element. The planned order contains three dates: The order finish and order start dates, and the planned opening date. If the planned opening date has been reached, the planned order is converted to a production order. The planned opening date is determined using the scheduling margin key of the material master. Choose Convert planned order to production order. You now branch to the production order. The system explodes the routing and the BOM. The production order type is YBM1. Save the production order and make a note of the production order number: Production order number: ________________. This takes you back to the Stock/Requirements List as of <o’clock> Hrs screen. Choose Refresh (F6). Instead of PldOrd, PrdOrd (production order) is now displayed in the MRP element column. Choose Back to return to the SAP Easy Access screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client). Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Production Planner (SAP_NBPR_PRODPLANNER-S) NWBC menu Production −> MRP −> Planned Order On the All Planned Orders screen, open the search criteria make the following entries and choose apply:© SAP AG Page 17 of 40
  • 18. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Field name Description User Action and Values Comment Material F226-1 Production 1000 Plant Select the Planned Order and choose the Convert to Production Order button. The message, Planned Order: xxxx Converted to Production Order: xxxxxxx, appears in the status line. Make a note of the production order number:_____________. Choose Production -> Evaluation -> Display Stock/ Requirements Situation. Instead of PldOrd, PrdOrd (production order) is now displayed in the MRP element column.ResultA production order for the handling unit production (F226-1) has been created.Release Production Order for Handling UnitUseRelease at order header level releases the order and all its operations. The order and the operationsreceive the status REL (released). You can release a production order in create and change modes.PrerequisitesThe production order created by the MRP controller has been assigned a release date inaccordance with the scheduling margin key. The production scheduler selects all the createdproduction orders with a release date and releases all relevant production orders by means of massprocessing.Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics → Production → Capacity Planning → Requirements → Production Order → Control → Collective Release Transaction code CO05N On the Release Production Orders screen, enter the following data: Field name Description User Action and Values Comment List Order Headers Selection Material F226-1 Order type YBM1 Select. at operation level Plant 1000 Production Plant© SAP AG Page 18 of 40
  • 19. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP On the Mass processing -Release tab, in the Function parameter area, select Order release. Confirm your entries with Enter and choose Execute (F8) to execute the report. Make a note of the total order quantity ________________________. Select the production orders and choose Mass Processing (Ctrl + F8) → Execute (F8) to execute Mass processing. The system status of the order has changed from CRTD (created) to REL (released). Go Back (F3) to the SAP Easy Access. . Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Production Planner (SAP_NBPR_PRODPLANNER-S) NWBC menu Production → Shopfloor Control → Production Order On the All Production Orders screen, open the search criteria and enter the following data: Field name Description User Action and Values Comment Material F226-1 Production 1000 Plant Select the production order you have created in the previous step and choose from the drop- down menu of the button Process Production Order the entry Release Order: The system status of the order has changed from CRTD (created) to REL (released).ResultThe production order has been released.Material Staging for Production OrderUseThis activity pulls the materials required for the Production Order from various storage locations tothe production storage location. The materials required are located in the available stock of the supplying storage location. This activity pulls the materials required for the Production Order from various storage locations, for example Stores (1050) to the production storage location Shop Floor (1020). On the Enter Other Goods Receipt: new items screen, enter the required materials and the quantities. Save your entries. Enter the sales order number / item if you are using materials for sales order dependent requirements. In case that there is enough material in the production storage location Shop Floor (1020) or if the requirement date is not yet reached, material staging is not possible. Screen will have no data. Can check material balance transaction MMBE for material.Procedure 1. Access the transaction choosing one of the following navigation options:© SAP AG Page 19 of 40
  • 20. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Production  Shop Floor Control  Goods Movements  Material Staging  Pull List Transaction code MF60 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Manufacturing (SAP_NBPR_SHOPFLOOR-S) NWBC menu Shop Floor → Discrete → Goods Movement – Material Staging On the Material Staging for Planned Orders screen, make the following entries: Field name Description User action and values Comment Stor.loc.level X select Plant 1000 Selection Horizon for < enter a date > Todays Date Reqmts Choose the Production/process orders tab and make the following entries: Field name Description User action and values Comment MRP Controller < MRP controller > Optional Order < order number > Optional Selection period for reqmts. Leave blank if necessary Choose Execute. On the Pull List: Storage location level screen, choose Select all (at the bottom of the screen). Choose Create Replenish. Proposals. At the top of the screen, choose Replenishment Elements. For each replenishment element, enter a storage location in field RepLoc (Replenishment storage location). The Replenishment storage location is the storage location for external procurement as specified in the material master MRP2 view. This should be the same storage location used on the Purchase Order. At the bottom of the screen, choose Select all. Choose Stage. Choose Save. Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultThe system transfers the materials (material document) from the component storage location to themanufacturing storage location. To view a pick list, use transaction code CO27.© SAP AG Page 20 of 40
  • 21. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPOptional: Printing Shop Floor Papers (Finished Good)UseIf you want to print the shop floor papers of your production order carry out the following steps.Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics → Production → Shop Floor Control→ Order → Change Transaction code CO02 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Production Planner (SAP_NBPR_PRODPLANNER-S) NWBC menu Production → Shopfloor Control → Production Order (SAP GUI): On the Production Order Change - Initial Screen, make the following entries and confirm your entries with Enter. Field name Description User Action and Values Comment Enter the number of your Order number of the Production order Finished Good order you Finished Good order noted down before (SAP NetWeaver Business Client): On the All Production Orders (x) tab, mark <your production order number> (noted before) and choose Process Production Order → Change Order. On the Production Order Change: Header screen, choose from the menu, Functions  Print (SAP GUI) or choose More  Functions  Print (SAP NetWeaver Business Client). Choose Save. On the Print: screen, make the following entries and continue with . Field name Description User action and values Comment Output Device LOCL For output with Windows default printer Print immediately (set indicator) Go Back (F3) to the SAP Easy Access Screen, (SAP GUI or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultThe shop floor papers were printed on the Windows default printer.HU-Packaging in Production Order (Finished Good)UseYou prepare the handling units required for packaging of your finished product. You may use thenumbers of the handling units for pallet labels (label printing not part of this scenario).© SAP AG Page 21 of 40
  • 22. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPProcedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Central Functions  Handling Unit Managementl  Processing Handling Units  Work Order – Finished Order Transaction code COWBPACK Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Manufacturing (SAP_NBPR_SHOPFLOOR-S) NWBC menu Shop Floor  Discrete  Goods Movement -> Packing in Production Orders If you are using a DIMP system (you have activated the DIPM Business Function set which is NOT used in the standard delivered Discrete Management Solution,Transaction COWBPACK is not available. You must use transaction COP2 or COP1 instead) On the Pack for Order screen, in the Order field, enter your order number (noted from step before). Choose Enter. Choose Save. Choose the Display Saved HUs button to display the detailed data for the handling units from the production order. On the Total content tab check if each 20 pieces have been packed into one HU(each package contains qty of 20). From the Pack HUs tab, take a note of the handling unit numbers:__________________., __________________. Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultMaterial F226-1 will be automatically packed on pallets. Handling unit numbers for the pallets havebeen created.Goods Receipt for Handling UnitsUseAfter filling the pallets, they have to be received into storage.Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Production  Shop Floor Control  Goods Movements  Goods Receipt with HU Transaction code COWBHUWE Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Shop Floor Specialist (SAP_NBPR_SHOPFLOOR-S)© SAP AG Page 22 of 40
  • 23. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP NWBC menu Shop Floor  Discrete  Goods Movement -> GR HU for Production Order On the Enter Goods Receipt: New Item screen, in the Order field, enter your order number, and choose Enter. Choose Propose HU. In the Selection from Order screen area, set the Deliv. Compl. Indicator. Dependent on the processing option for further sales, maintain the storage location for each Handling Unit within the table Option 1: storage location 1080 (Full Warehouse Management) Option 2: storage location 1090 (Handling unit storage location without warehouse management). Choose the Save button. The system displays the message, Goods receipt for handling units was posted successfully. Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultThe handling units of the production order order have been posted to a storage location (forexample, 1090).© SAP AG Page 23 of 40
  • 24. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPMonitor Handling UnitsUseYou can check the handling unit status and contents with the handling unit monitor.Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Central Functions  Handling Unit Management  Handling Unit Monitor Transaction code HUMO Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Shop Floor Specialist (SAP_NBPR_SHOPFLOOR-S) NWBC menu Shop Floor  Discrete  Goods Movement -> HU Monitor On the Selection of Handling Units screen, enter the following values on the HU-general data tab: Field name Description User Action Comment and Values option 1 (full WM) : Y01 Warehouse number Y01 option 2 (lean WM): leave blank On the Selection of Handling Units screen, enter the following value on the Contents tab: Field name Description User Action and Values Comment Material F226-1 Plant 1000 Storage Location 1080 Choose Execute. On the HU Monitor: Selected Handling Units screen, click your handling unit. On the Detailed Data for Handling Unit screen, choose the Status tab to check that the status is PHEX WHSE (= physically exists in warehouse) Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultThe handling unit status and contents have been checked.Confirming Production for Handling Unit productionUseThe confirmation documents the processing status of orders and their operations. Additionally,backflushed components are issued.Procedure© SAP AG Page 24 of 40
  • 25. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics → Production → Shop Floor Control → Confirmation → Enter → For Operation → Time ticket Transaction code CO11N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Shop Floor Specialist (SAP_NBPR_SHOPFLOOR-S) NWBC menu Shop Floor → Discrete → Confirmation → Enter Time Ticket for Production Order 2. (NWBC Step) On the All Production Orders screen, open the search criteria and enter the following data: Field name Description User Action and Values Comment Material F226-1 Production 1000 Plant 3. (NWBC Step) Select the production order you have created in the previous step and choose from the drop-down menu of the button Confirm and choose Confirm Order Operatrion. On the Enter time ticket for production order screen, make the following entries: Field name Description User Action and Values Comment < your previous order Order number > Confirm your entries with Enter. In the Yield field, enter your produced quantity. In the Confirmation type filed, select final confirmation. In the To be confirmed-Labor field section, enter a value (for example, 40 min) for machine time and 440 min for labor time and confirm with Enter. Choose Goods movements. The system shows you an overview table of all materials for which the withdrawing is done automatically with the confirmation of the operation. The material R124 is set for backflush (in material master) so that the withdrawing is done automatically after you confirm the operation. Save your entries. Choose Back to return to the SAP Easy Access screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultYou have confirmed the production for handling unit production.© SAP AG Page 25 of 40
  • 26. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPCreate Transfer Order from Stock List for Putaway (Option 1: Full WM)UseAfter production of a handling unit the pallets have to be moved from the production goods-receiptarea into the central storage area. You inform the forklift driver using a transfer order.Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics Logistics Execution  Internal Whse Processes  Stock transfer  Create transfer order  From Stock List Transaction code LT10 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S) NWBC menu Warehouse Management  Consumption and Transfers  Create Transfer Order from List On the Stock Transfer: Start screen, make the following entries: Field name Description User Action and Values Comment Warehouse Y01 number Storage Type D21 Choose Execute. On the Stock Transfer: Overview screen, select your storage bins: ST StorageBin Plnt …… X < Storage bin number equal to your production order number > 1000 X < Storage bin number equal to your production order number > 1000 Choose the Stock Transf Frgrnd.button (Control Shift F12) On the Specify Destination Data dialog box, make the following entries Field name Description User Action and Values Comment Storage Type D07 Stor. Unit Type E1 Choose Copy. On the Stock Transfer: Overview screen, choose Back to return to the SAP Easy Access screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultYou have created the transfer order for putaway of the produced handling units.© SAP AG Page 26 of 40
  • 27. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPPrinting the Picking DocumentUseThe purpose of this activity is to print a picking document automatically when a transfor order for aWM relevant storage location is created.The procedure describes how to continue if the printout is missing.ProcedureThe printout should be printed automatically. If that is not the case, continue with the following steps. Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC Logistics  Logistics Execution  Internal Whse Processes  Stock menu Transfer  Print Transfer Order  Single Print Transfer Order Transaction LT31 code Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S) Business role Warehouse Management → Shipping → Transfer Order  Print TO menu Manually1. On the Print Transfer Order screen, enter the following values: Field name User action and values Warehouse Number Warehouse_1 (for example, 110) TO Number The noted one from the step above Print Code 01 Printer LP01 (or LOCL or other printer)2. Choose menu (NWBC: More … ) Transfer Order  Print or Ctrl+P.3. Exit the transaction.Confirm transfer order for putaway (option 1: Full WM)UseAfter physical putaway the forklift driver confirms the putaway via stock transfer confirmation.Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Logistics Execution  Internal Whse Processes  Stock Transfer  Display Transfer Order  For Material Transaction code LT24 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S)© SAP AG Page 27 of 40
  • 28. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP NWBC menu Warehouse Management  Consumption and Transfers  Display Transfer Order / Material On the Stock Transfer Orders for Material screen, make the following entries: Field name Description User Action and Comment Values Warehouse number Y01 Material F226-1 Only open TO items X Choose Execute. On the Transfer Orders: List for Material screen, click next to the red button of your Handling Unit. Each Handling unit is divided in 20 pieces. Choose the Confirmation in Foreground.button. On the Confirm Transfer Order: Overview of Transfer Order Items screen, choose Save. Go back to the Transfer Orders: List for Material screen. Repeat step 4 to 7 for all your transfer orders. On the Transfer Orders: List of Material screen, the red button changed into green. Your handling units have been posted to the goods-receipt area within production and now have to be moved into the central storage area, using a transfer order. Choose Back to return to the SAP Easy Access screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultYou have moved the handling units into the central storage area. The transfer orders are confirmed.Check WM Stock of handling units (option 1: Full WM)UseYou can check your WM storage information for your handling unitsProcedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics → Logistics Execution → Internal Whse Processes →Bins and Stock → Display → Bin Stock per Material Transaction code LS24 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Manager (SAP_NBPR_WAREHOUSEMANAGER-M) NWBC menu Warehouse Management  Inventory Control  Environment -> Display Quants for Material On the Stock per Material screen, make the following entries:© SAP AG Page 28 of 40
  • 29. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Field Name User action and values Comment Warehouse Number Y01 Material F226-1 Plant 1000 Storage Location 1080 Stock Category * Special Stock * Choose Enter. On the Stock per Material screen, you can see the stock for your material. Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultYour finished product was initially received into the goods-receipt area for production (storage typeD21). With the transfer order it is then moved into the central storage area of the warehouse(storage type D07).Process step Storage type Storage binGoods receipt for production D21 storage bin # identical toorder production order #Central storage D07 storage bin #, beginning with 01-01-01.Shipping Area Deliveries D51 storage bin # identical to delivery #Sales Order ProcessingEnter Sales Order (option 1: Full WM and option 2: without WM)UseYou now create a sales order for the goods that are packed in the handling unit.Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Sales and Distribution  Sales  Order  Create Transaction code VA01 Enter the following data, and choose Enter: Field name User action and values Comment Order Type OR© SAP AG Page 29 of 40
  • 30. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Sales Organization 1000 Distribution Channel 10 Division 10 On the Create Standard Order: Overview screen, enter the following data: Field name User action and values Comment Sold-to party 100000 PO number <any number> Enter a customer purchase order number as reference PO date <today> Material F226-1 Order Quantity < material quantity > choose quantity as a multiple quantity of 20, in accordance to the earlier produced quantity (such as 20, 40, 60..) Un EA Choose the Shipping tab, and select your line item. Choose the Display item details button at the bottom of the screen. Select the Shipping tab. Enter the following value, dependent on the storage location chosen in step HU- Entering Goods Receipt for Production Order (Finished Good): Field name User action and values Comment Stor. Location Option 1: Full WM processing 1080 Option 2: Handling units w/o warehouse 1090 management Option 1: storage location 1080 (Full Warehouse Management) Option 2: storage location 1090 (Handling unit storage location without warehouse management) Choose Save. Take a note of the order number:_____________________. Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client). Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role1. Access the transaction choosing the following navigational option: Business role Sales Administrator (SAP_NBPR_SALESPERSON-S) NWBC menu Sales → Sales Orders → Sales Order Processing  Create© SAP AG Page 30 of 40
  • 31. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Sales Order (Lean Order) On the Create Sales Order screen, make the following entries and choose Start: Field name Description User action and values Comment Sold-to party 100000 Sales Document Type OR Standard Order Sales Organization 1000 Sales Organization Distribution Channel 10 Distribution Channel Division 10 Division On the Standard Order: New screen, make the following entries: Field name Description User action and values Comment PO number <any number> Enter a customer purchase order number as reference Req. deliv. <date> Date Material F226-1 Order Quantity < material quantity > choose quantity as a multiple quantity of 20, in accordance to the earlier produced quantity (such as 20, 40, 60..) Un EA On the main view, choose the Product availability tab and make the following entries: Field name User action and values Comment Stor. Location Option 1: Full WM processing 1080 Option 2: Handling units w/o warehouse 1090 management Choose Save Document. Make a note of the sales order number: __________ResultThe sales order has been created.Create Outbound Delivery with Order Reference (option 1: Full WM)UseFor shipment, the outbound delivery is created with reference to the prior sales order.© SAP AG Page 31 of 40
  • 32. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPProcedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Sales and Distribution  Sales  Order  Subsequent functions  Outbound Delivery) Transaction code VL01N Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S) NWBC menu Warehouse Management → Shipping → Outbound Delivery SAP GUI: On the Create Outbound Delivery with Order Reference screen, make the following entries and choose Enter: Field name Description User Action and Values Comment Shipping point 1000 Selection date <enter a date in the future> Order <your order number> Sales order number noted in previous step SAP NetWeaver Business Client: On the Delivery Due Orders tab, make the following entries, choose Apply (refresh the current query if necessary) and select the order you have created in the previous process step. Then choose Creation in Foreground Field name Description User action and values Comment Shipping point 1000 Delivery Creation Today’s date Date On the Delivery Create: Overview screen, go to the menu and choose for SAP GUI Subsequent Functions → Create Transfer Order, for NWBC choose More… → Subsequent Functions → Create Transfer Order. Confirm the End Document Processing dialog box with Yes. On the Create Transfer Order for Delivery Note: Initial Screen, make a note of your delivery number _______________. Confirm with enter. Choose Stock figures. On the Create Transfer Order for Delivery: Stock Overview screen, choose the Stock that can be removed from storage tap page. The handling units are proposed. Maintain the selected quantity (20 PCs for each HU). Choose Save Make a note of transfer order number __________________ . Go Back (F3) to the SAP Easy Access Screen.ResultThe outbound delivery is created, together with the transfer order for picking from the warehouse.© SAP AG Page 32 of 40
  • 33. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPPrinting the Picking DocumentUseThe purpose of this activity is to print a picking document automatically when a transfor order for aWM relevant storage location is created.The procedure describes how to continue if the printout is missing.ProcedureThe printout should be printed automatically. If that is not the case, continue with the following steps. Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC Logistics  Logistics Execution  Internal Whse Processes  Stock menu Transfer  Print Transfer Order  Single Print Transfer Order Transaction LT31 code Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S) Business role Warehouse Management → Shipping → Transfer Order  Print TO menu Manually4. On the Print Transfer Order screen, enter the following values: Field name User action and values Warehouse Number Warehouse_1 (for example, 110) TO Number The noted one from the step above Print Code 01 Printer LP01 (or LOCL or other printer)5. Choose menu (NWBC: More … ) Transfer Order  Print or Ctrl+P.6. Exit the transaction.Confirm transfer order for delivery picking (option 1: Full WM)UseAfter physical putaway the forklift driver confirms the delivery picking via stock transfer confirmation. 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Logistics Execution  Internal Whse Processes  Stock Transfer  Display Transfer Order  For Material Transaction code LT24 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S) NWBC menu Warehouse Management  Consumption and Transfers  Display Transfer Order / Material© SAP AG Page 33 of 40
  • 34. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP On the Stock Transfer Orders for Material screen, make the following entries: Field name Description User Action and Comment Values Warehouse number Y01 Material F226-1 Only open TO items X Choose Execute. On the Transfer Orders: List for Material screen, click the red button of your Handling Unit. Each Handling unit is divided in 20 pieces. Choose the Confirmation in Foreground button. NWBC select More- Transfer Order On the Confirm Transfer Order: Overview of Transfer Order Items screen, choose Save. Go back to the Transfer Orders: List for Material screen. Repeat step 4 to 7 for all your transfer orders. On the Transfer Orders: List of Material screen, the red button changed into green. Your handling units have been posted to the goods-receipt area within production and now have to be moved into the central storage area, using a transfer order. Choose Back to return to the SAP Easy Access screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultYou have moved the handling units into the central storage area. The transfer orders are confirmed.Change Outbound Delivery (option 1: Full WM)UseYou can change the outbound delivery to directly post goods issue from within the delivery.Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Sales and Distribution  Shipping and Transportation  Outbound Delivery  Change  Single Document Transaction code VL02N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S) NWBC menu Warehouse Management → Shipping → Outbound Delivery → Change Delivery On the Change Outbound Delivery screen, make the following entries: Field name Description User Action and Values Comment Outbound Delivery <your delivery number> Delivery number noted in previous step Choose Enter.© SAP AG Page 34 of 40
  • 35. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP On the Delivery <your delivery number> Change: Overview screen, choose Post Goods Issue. Choose Save. Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).ResultThe outbound delivery is changed and goods issue posted.Create Outbound Delivery with Order Reference (option 2: without WM)UseFor shipment, the outbound delivery is created with reference to the prior sales order. Handling unitsare assigned, goods issue is posted for the handling units.Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics  Sales and Distribution  Sales  Order  Subsequent functions  Outbound Delivery) Transaction code VL01N Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S) NWBC menu Warehouse Management → Shipping → Outbound Delivery SAP GUI: On the Create Outbound Delivery with Order Reference screen, make the following entries and choose Enter. Field name Description User Action and Values Comment Shipping point 1000 Order <your order number> Sales order number noted in previous step SAP NetWeaver Business Client: On the Delivery Due Orders tab, make the following entries, choose Apply (refresh the current query if necessary) and select the order you have created in the previous process step. Then choose Creation in Foreground, Field name Description User action and values Comment Shipping point 1000 Delivery Creation Today’s date Date On the Delivery Create Overview screen, mark the line item 10 and choose Pack. On the Processing of Handling Units for Outbound Delivery screen, choose the Single Entry tab. In the Handling unit field, choose the F4 help. On the next Selection of Handling Units screen, choose the Contens tab and make the following entries:© SAP AG Page 35 of 40
  • 36. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Field name Description User Action and Values Comment Material F226-1 Storage Location 1090 Choose Execute (F8). Select one of the proposed handling unit lines. Choose Enter. Execute selection again (step 8 and 9) for each HU required. Choose the Pack material tab. Check that all of your selected handling units now are listed in the upper table section. Choose Back. On the Delivery: Overview screen, choose the Picking tab. Maintain Picked quantity identical with the Handling unit quantities. Choose Post Goods issue. Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).ResultYou have posted goods issue for the handling units of your delivery.© SAP AG Page 36 of 40
  • 37. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBPFollow-Up ProcessesYou have finished all activities that are part of the business process described in this document.To accomplish subsequent activities of this business process, carry out the process steps describedin one or more of the following scenarios, using the master data from this document.Period end closing Period end closing “General” Plant (181)UseIn this activity, you perform the period end financial accounting activities for the plant.These are executed collectively as a part of month-end closing. For more information about themonth-end closing procedure, see the Business Process Documentation for period end closing"general" Plant.Note that month-end closing can only be executed once a month. Accounts Receivable (157)UseIn this activity you post the incoming payment.ProcedureComplete all activities described in the Business Process Documentation of the scenario: AccountsReceivable (157) (Chapters Post Payments using Automatic Payments Program, Post IncomingPayment from Customer Manually, Automatic Clearing of open items in customer accounts, ManualClearing of Open items in customer accounts) using the master data from this document. Closing Operations SD (203) (optional)UseThis scenario describes the collection of periodic activities such as day ending activities or legal requirements like Intrastat and Extrastat reporting.© SAP AG Page 37 of 40
  • 38. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Procedure Complete all activities described in the Business Process Documentation of the scenario: Closing Operations SD (203) (Chapters Review Incomplete Sales Orders, Review Incomplete SD Documents (deliveries), Review Outbound Deliveries for Goods Issue and Review List Blocked (for accounting) Billing Documents) using the master data from this document.Appendix Reversal of Process Steps In the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document. Transfer order Transaction code ( SAP GUI) LT10, LT03 Reversal: Cancel transfer order Transaction code (SAP GUI) LT15 Business role Warehouse Clerk (SAP_NBPR_WAREHOUSESPECIA-DIFM-K) Business role menu Warehouse Management → Consumption and Transfers → Create Transfer Order from List Comment Cancellation is only possible for transfer orders, which have not yet been confirmed Confirmation for production order Transaction code ( SAP GUI) CO11N Reversal: cancel confirmation Transaction code ( SAP GUI) CO13 Business role Shopfloor Specialist (SAP_NBPR_SHOPFLOORSPECIALIST- S) Business role menu Shop Floor → Discrete → Cancel Confirmation of Production Order Comment Cancel confirmation for production order © SAP AG Page 38 of 40
  • 39. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Change outbound delivery Transaction code ( SAP GUI) VL01N Reversal: change outbound delivery Transaction code ( SAP GUI) VL02N Business role Warehouse Clerk (SAP_NBPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management → Shipping → Change Outbound Delivery Comment If handling units have already been assigned to the delivery, these assignments have first to be deleted before deleting the delivery. If transfer orders have been created with reference to the delivery (and are not yet confirmed), the transfer orders have to be deleted first. If transfer orders already have been confirmed, it is not possible to delete the delivery.SAP ERP ReportingUseThe table below lists the reports that you can use to obtain additional information on this businessprocess. You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports: • Financial Accounting: SAP ERP Reports for Accounting (221) • Logistics Processes: SAP ERP Reports for Logistics (222)Note that the descriptions of some reports that are an indispensable part of the process flow may belocated directly in the section where they belong.Reports Report title Transaction Comment code Missing Parts Info System CO24 A list of missing parts. Production Order Information System COOIS A list of all production orders. MRP List MD05 The stock/requirements situation at the time of the last planning run. Stock Overview MMBE A list of stock is displayed. Display of HUs HU03 HUs for identification Display HU for SD Shipment HUCOWE HUs with Finished Goods for work order© SAP AG Page 39 of 40
  • 40. SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP Report title Transaction Comment code Handling Unit Monitor HUMO WM stock overview LS24 Bin Stock per material Transfer order list LS23 Transfer order list© SAP AG Page 40 of 40