EHP5 for SAP ERP6.0June 2011English                        Materials Management                        (104)              ...
SAP Best Practices                       Materials Management (104): Configuration GuideCopyright© 2010 SAP AG. All rights...
SAP Best Practices           Materials Management (104): Configuration GuideIcons  Icon                Meaning            ...
SAP Best Practices                                    Materials Management (104): Configuration GuideContentMaterials Mana...
SAP Best Practices                                   Materials Management (104): Configuration Guide      4.2.12 Defining ...
SAP Best Practices                                  Materials Management (104): Configuration Guide      7.1.4 Output Cond...
SAP Best Practices                        Materials Management (104): Configuration Guide     Materials Management1 Purpos...
SAP Best Practices                        Materials Management (104): Configuration Guide3.1.1.1      Maintaining Company ...
SAP Best Practices                       Materials Management (104): Configuration Guide            Example for August 200...
SAP Best Practices                      Materials Management (104): Configuration Guide4. On the Change View “Quantity/Val...
SAP Best Practices              Materials Management (104): Configuration Guide    Val. Area        Material   Quantity   ...
SAP Best Practices                       Materials Management (104): Configuration Guide     Val. Area         Material   ...
SAP Best Practices                       Materials Management (104): Configuration Guide     Material Group      Mat.grp.d...
SAP Best Practices                         Materials Management (104): Configuration Guide     Transaction Code           ...
SAP Best Practices                       Materials Management (104): Configuration Guide     Field name           Descript...
SAP Best Practices                        Materials Management (104): Configuration GuideProcedureCarry out the following ...
SAP Best Practices                         Materials Management (104): Configuration Guide9. On the Assign Number ranges s...
SAP Best Practices                         Materials Management (104): Configuration Guide4. Choose Maintain.5. On the Mai...
SAP Best Practices                         Materials Management (104): Configuration Guide4. Choose Maintain.5. On the Mai...
SAP Best Practices                         Materials Management (104): Configuration Guide4. Choose Maintain.5. On the Mai...
SAP Best Practices                         Materials Management (104): Configuration Guide      Rescheduling horizon      ...
SAP Best Practices                         Materials Management (104): Configuration Guide4. Choose Maintain.5. On the Mai...
SAP Best Practices                         Materials Management (104): Configuration Guide8. Choose Back.4.1.1.8        Ov...
SAP Best Practices                         Materials Management (104): Configuration Guide4.1.1.9      Overall Maintenance...
SAP Best Practices                         Materials Management (104): Configuration GuideProcedureCarry out the following...
SAP Best Practices                         Materials Management (104): Configuration GuideIn this step, you define the spe...
SAP Best Practices                      Materials Management (104): Configuration Guide    Plant S Long Text              ...
SAP Best Practices                         Materials Management (104): Configuration Guide1. Access the activity using one...
SAP Best Practices                      Materials Management (104): Configuration Guide      Plant      1000      11003. C...
SAP Best Practices                        Materials Management (104): Configuration Guide      Plant   Key        Name 1  ...
SAP Best Practices                        Materials Management (104): Configuration Guide4.1.8 Defining Scope of Planning ...
SAP Best Practices                        Materials Management (104): Configuration Guide4.2.1       Activating batch-spec...
SAP Best Practices                    Materials Management (104): Configuration Guide    Field Name                       ...
SAP Best Practices                     Materials Management (104): Configuration Guide     Field Name                     ...
SAP Best Practices                     Materials Management (104): Configuration Guide     Field Name                     ...
SAP Best Practices                       Materials Management (104): Configuration Guide     Field Name                   ...
SAP Best Practices                      Materials Management (104): Configuration Guide     Field Name                    ...
SAP Best Practices                         Materials Management (104): Configuration Guide10. Choose Save.11. Choose Back....
SAP Best Practices                      Materials Management (104): Configuration Guide                                  C...
SAP Best Practices                       Materials Management (104): Configuration Guide4. Enter the values shown below.St...
SAP Best Practices                        Materials Management (104): Configuration GuideStep    Counter   Cond.   From   ...
SAP Best Practices                       Materials Management (104): Configuration Guide                                  ...
SAP Best Practices                      Materials Management (104): Configuration Guide12. Enter the plant Planta 1 (1000)...
SAP Best Practices                       Materials Management (104): Configuration Guide4. Save your settings.5. Choose Ba...
SAP Best Practices                    Materials Management (104): Configuration Guide     Field Name                   Man...
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
104 erp605 bb_config_guide_en_mx
Upcoming SlideShare
Loading in …5
×

104 erp605 bb_config_guide_en_mx

724 views

Published on

Guia de Configuracion MM

Published in: Education
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
724
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
46
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

104 erp605 bb_config_guide_en_mx

  1. 1. EHP5 for SAP ERP6.0June 2011English Materials Management (104) Building Block Configuration GuideSAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
  2. 2. SAP Best Practices Materials Management (104): Configuration GuideCopyright© 2010 SAP AG. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without theexpress permission 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 componentsof other 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,System z10, 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, SystemStorage, 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 IBMCorporation.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 inventedand implemented 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.These materials are subject to change without notice. These materials are provided by SAP AG and itsaffiliated companies ("SAP Group") for informational purposes only, without representation or warranty ofany kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The onlywarranties for SAP Group products and services are those that are set forth in the express warrantystatements accompanying such products and services, if any. Nothing herein should be construed asconstituting an additional warranty.© SAP AG Page 2 of 118
  3. 3. SAP Best Practices Materials Management (104): Configuration GuideIcons 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 3 of 118
  4. 4. SAP Best Practices Materials Management (104): Configuration GuideContentMaterials Management.................................................................................................................. 71 Purpose........................................................................................................................................ 72 Prerequisites ............................................................................................................................... 73 Configuration of Logistics General............................................................................................... 7 3.1 Logistics General: Material Master........................................................................................ 7 3.1.1 Setting up Posting Period for Company Code................................................................7 3.1.2 Defining Attributes for Material Types.............................................................................9 3.1.3 Defining Material Groups.............................................................................................. 12 3.1.4 Defining Units of Measure Groups................................................................................13 3.1.5 Defining Product Hierarchies .......................................................................................13 3.2 Engineering Change Management......................................................................................14 3.2.1 Setting Control Data - Engineering Change Management Control Data.......................14 3.3 Checking Consistency......................................................................................................... 15 3.3.1 Checking Consistency of Unit of Measurement Tables.................................................154 Configuration of Materials Management....................................................................................15 4.1 Consumption-Based Planning.............................................................................................15 4.1.1 Overall Maintenance of Plant Parameters - General Settings.......................................15 4.1.2 Overall Maintenance of Plant Parameters - MRP Controllers.......................................24 4.1.3 Overall Maintenance of Plant Parameters - Special Procurement...............................25 4.1.4 Overall Maintenance of Plant Parameters - Start in Past..............................................27 4.1.5 Defining Storage Location MRP per Plant....................................................................28 4.1.6 Defining Floats (Scheduling Margin Key)......................................................................29 4.1.7 Activating Materials Requirements Planning.................................................................30 4.1.8 Defining Scope of Planning for Total Planning..............................................................31 4.2 Purchasing.......................................................................................................................... 31 4.2.1 Activating batch-specific Unit of Measures...................................................................32 4.2.2 Creating Release Procedure Characteristics................................................................32 4.2.3 Creating Release Procedure Class...............................................................................36 4.2.4 Defining Release Procedure for Purchase Orders .......................................................37 4.2.5 Defining Release Procedure for Purchase Orders - Set Criterias.................................38 4.2.6 Defining Calculation Schema........................................................................................ 39 4.2.7 Define Rounding profile................................................................................................ 41 4.2.8 Unit of Measure Rounding Rules..................................................................................43 4.2.9 Maintaining Account Assignment Categories................................................................44 4.2.10 Maintaining Account Assignment Categories - Translation ........................................62 4.2.11 Defining Scope of List................................................................................................. 63© SAP AG Page 4 of 118
  5. 5. SAP Best Practices Materials Management (104): Configuration Guide 4.2.12 Defining Permissible Partner Roles per Account Group.............................................63 4.2.13 Defining Condition Type..............................................................................................64 4.2.14 Taxes in Procurement.................................................................................................65 4.2.15 Checking Incoterms ................................................................................................... 68 4.2.16 Returns to Vendor ...................................................................................................... 69 4.2.17 Vendor Evaluation....................................................................................................... 69 4.3 Foreign Trade...................................................................................................................... 76 4.3.1 Default Values for Business Transaction Types............................................................76 4.3.2 Defining Customs Offices............................................................................................. 77 4.3.3 Default Values for Foreign Trade Header Data.............................................................78 4.4 Inventory Management and Physical Inventory...................................................................78 4.4.1 Group together Valuation Areas....................................................................................78 4.4.2 Defining Screen Layout................................................................................................. 79 4.4.3 Printer Determination by Plant/Storage Location..........................................................82 4.4.4 Printer Determination by Plant/Storage Location/User Group.......................................82 4.4.5 Copying and Changing Movement Types.....................................................................83 4.5 Valuation and Account Assignment.....................................................................................87 4.5.1 Defining Valuation Classes........................................................................................... 87 4.6 Logistics Invoice Verification...............................................................................................88 4.6.1 Setting Tolerance Limit.................................................................................................88 4.6.2 Editing PO Supplement Text in Invoice Verification......................................................92 4.6.3 PO Supplement Text: Parameters, Invoice Verification................................................92 4.6.4 Configuring Vendor-Specific Tolerances.......................................................................93 4.6.5 Activating Direct Posting to G/L Accounts and Material Accounts................................94 4.6.6 Setting Check for Duplicate Invoices............................................................................95 4.6.7 MaintainingNumber Assignments for Accounting Documents......................................955 Configuration of Sales and Distribution......................................................................................96 5.1 Basic Functions................................................................................................................... 96 5.1.1 Setting Up Partner Determination. - Account Groups - Function Assignment...............966 Configuration of Logistics Execution..........................................................................................97 6.1 Shipping.............................................................................................................................. 97 6.1.1 Setting Up Partner Determination for Deliveries ..........................................................977 Master Data............................................................................................................................... 98 7.1 Purchasing Output Conditions............................................................................................. 98 7.1.1 Output Condition Records: Purchasing RFQ................................................................98 7.1.2 Output Condition Records: Purchase Order.................................................................99 7.1.3 Output Condition Records: Purchasing Outline Agreement........................................100© SAP AG Page 5 of 118
  6. 6. SAP Best Practices Materials Management (104): Configuration Guide 7.1.4 Output Condition Records: Schedule Agreement.......................................................101 7.1.5 Output Condition Records: Service Entry Sheet.........................................................102 7.1.6 Output Condition Records: Inventory Management....................................................103 7.1.7 Output Condition Record: Invoice Verification.............................................................112 7.2 Foreign Trade.................................................................................................................... 116 7.2.1 Creating Tax Conditions Records ..............................................................................1168 Individual BC Sets/ Manual Steps............................................................................................ 118 8.1 Defining Parallel Processing in MRP.................................................................................118© SAP AG Page 6 of 118
  7. 7. SAP Best Practices Materials Management (104): Configuration Guide Materials Management1 PurposeThis configuration guide provides the information you need to set up the configuration of thisbuilding block manually.If you prefer an automated installation process using the SAP Best Practices Installation Assistantand other tools, refer to the SAP Best Practices Quick Guide.2 PrerequisitesBefore you start installing this scenario, you must install prerequisite building blocks.For more information, see the Building Block Prerequisite Matrix for Baseline. The matrix (anExcel file) is linked on the solutions DVD Web site in one of the following two locations:• Content Library• Site Map3 Configuration of Logistics General3.1 Logistics General: Material Master3.1.1 Setting up Posting Period for Company CodeUseThe purpose of this activity is to set up the first posting period for materials management.In Customizing, the period/year for which the last postings were performed is set and displayed.To be able to perform postings in the current period you have to close every single period up tothe current year and period. This step is necessary to set up posting periods correctly. The last period of the previous year has to be included. Please note that the corresponding financial posting period should be open for postings as well.To set up posting periods correctly proceed on as described in the following procedures:© SAP AG Page 7 of 118
  8. 8. SAP Best Practices Materials Management (104): Configuration Guide3.1.1.1 Maintaining Company Codes for Materials ManagementProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics General → Material Master → Basic Settings → Maintain Company Codes for Materials Management Menú IMG Logística en general Maestro de materials Parametrizaciones básicas Actualizar sociedades para la gestión de materiales Transaction Code OMSY2. On the Change View “Materials Management View on Company Codes”: Overview screen, make the following entries: Field Name User action and values Comment Company Code 1000 Select line Year <Previous Year> Previous year Period 12 Last period of previous year ABp - Allow Posting to Pre- select vious Period (Backposting)3. Choose Save.3.1.1.2 Running Close PeriodProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: SAP Menu Logistics → Materials Management → Material Master → Other → Close Period Menú SAP Logistica → Gestion de materiales → Datos Maestros → Otros → MMPV - Desplazar período Transaction Code MMPV2. On the Close Period for Material Master Records screen, make the following entries: From To company Period Fiscal year Check and company code Close Period code 1000 1000 <Last Period of previous <Previous Select year>, e.g. 12 Year>, e.g. 20063. Choose Execute (F8).4. Repeat steps two and three until you arrive at the current period© SAP AG Page 8 of 118
  9. 9. SAP Best Practices Materials Management (104): Configuration Guide Example for August 2007: From To company Period Fiscal year Check and company code Close Period code 1000 1000 12 2006 Select 1000 1000 01 2007 Select 1000 1000 02 2007 Select 1000 1000 03 2007 Select 1000 1000 04 2007 Select 1000 1000 05 2007 Select 1000 1000 06 2007 Select 1000 1000 07 2007 Select 1000 1000 08 2007 SelectResultThe current posting period for materials management is set and all recordable posting periods inthe materials master are set (last period of previous year, previous period current year, currentperiod).3.1.2 Defining Attributes for Material TypesProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics General → Material Master → Basic Settings → Material Types → Define Attributes of Material Types Menú IMG Logística en general Maestro de materials Parametrizaciones básicas Tipos de material Fijar propiedades de los tipos de material Transaction Code SPRO2. On the Change View “Material Types”: Overview screen, select material type ABF (see table in step 4).3. Double click Quantity/value updating in the Dialog Structure.© SAP AG Page 9 of 118
  10. 10. SAP Best Practices Materials Management (104): Configuration Guide4. On the Change View “Quantity/Value Updating”: Overview screen, make the following entries: Val. Area Material Quantity Value Pipeline Pipeline Type updating Updating mandatory allowed Plant_1 (1000) ABF Plant_2 (1100) ABF5. Choose Back (F3).6. Repeat steps 2. to 5. for the following material types: Val. Area Material Quantity Value Pipeline Pipeline Type updating Updating mandatory allowed Plant_1 (1000) ABF (done) Plant_2 (1100) ABF (done) Plant_1 (1000) CONT Plant_2 (1100) CONT Plant_1 (1000) COUP Plant_2 (1100) COUP Plant_1 (1000) DIEN Plant_2 (1100) DIEN Plant_1 (1000) ERSA X X Plant_2 (1100) ERSA X X Plant_1 (1000) FERT X X Plant_2 (1100) FERT X X Plant_1 (1000) FGTR X X Plant_2 (1100) FGTR X X Plant_1 (1000) FHMI X X Plant_2 (1100) FHMI X X Plant_1 (1000) FOOD X X Plant_2 (1100) FOOD X X Plant_1 (1000) FRIP X X Plant_2 (1100) FRIP X X Plant_1 (1000) HALB X X Plant_2 (1100) HALB X X Plant_1 (1000) HAWA X X Plant_2 (1100) HAWA X X Plant_1 (1000) HERS X X Plant_2 (1100) HERS X X Plant_1 (1000) HIBE X X© SAP AG Page 10 of 118
  11. 11. SAP Best Practices Materials Management (104): Configuration Guide Val. Area Material Quantity Value Pipeline Pipeline Type updating Updating mandatory allowed Plant_2 (1100) HIBE X X Plant_1 (1000) IBAU Plant_2 (1100) IBAU Plant_1 (1000) INTR X X Plant_2 (1100) INTR X X Plant_1 (1000) KMAT Plant_2 (1100) KMAT Plant_1 (1000) LEER X X Plant_2 (1100) LEER X X Plant_1 (1000) LEIH X Plant_2 (1100) LEIH X Plant_1 (1000) LGUT X X Plant_2 (1100) LGUT X X Plant_1 (1000) MODE X X Plant_2 (1100) MODE X X Plant_1 (1000) NLAG Plant_2 (1100) NLAG Plant_1 (1000) NOF1 X X Plant_2 (1100) NOF1 X X Plant_1 (1000) PIPE X Plant_2 (1100) PIPE X X Plant_1 (1000) PLAN Plant_2 (1100) PLAN Plant_1 (1000) PROC Plant_2 (1100) PROC Plant_1 (1000) PROD Plant_2 (1100) PROD Plant_1 (1000) ROH X X Plant_2 (1100) ROH X X Plant_1 (1000) UNBW X Plant_2 (1100) UNBW X Plant_1 (1000) VERP X X Plant_2 (1100) VERP X X Plant_1 (1000) VKHM X X© SAP AG Page 11 of 118
  12. 12. SAP Best Practices Materials Management (104): Configuration Guide Val. Area Material Quantity Value Pipeline Pipeline Type updating Updating mandatory allowed Plant_2 (1100) VKHM X X Plant_1 (1000) VOLL X X Plant_2 (1100) VOLL X X Plant_1 (1000) WERB X X Plant_2 (1100) WERB X X Plant_1 (1000) WERT X Plant_2 (1100) WERT X Plant_1 (1000) WETT Plant_2 (1100) WETT7. Save your settings.3.1.3 Defining Material GroupsProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics General → Material Master → Settings for Key Fields → Define Material Groups Menu IMG Logística en general Maestro de materiales Parametrizaciones para campos centrales Definir grupos de artículos Transaction Code SPRO2. On the Change View “Material Groups”: Overview screen, choose New Entries.3. Make the following sets of entries: Material Group Mat.grp.description Description 2 YBF01 Product Group F01 Product Group Discrete Man. YBF02 Product Group F02 Product Group Process Man. YBR01 Product Group R01 Product group Plastic YBR02 Product Group R02 Product group Metal YBR03 Product Group R03 Product Group Stationary YBR04 Product Group R04 Product Group Spares YBR05 Product Group R05 Product Group Misc YBS01 Product Group S01 Product Group Subcon. YBS02 Product Group S02 Product Group Phantom YBT01 Product Group T01 Product Group Trade YBZ01 Product Group Z01 Product Group Consumables© SAP AG Page 12 of 118
  13. 13. SAP Best Practices Materials Management (104): Configuration Guide Material Group Mat.grp.description Description 2 YBZ02 Product Group Z02 Product Group Supplies YBZ03 Product Group Z03 Product Group Computers4. Save your settings.3.1.4 Defining Units of Measure GroupsProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics General → Material Master → Settings for Key Fields → Define Units of Measure Groups Menú IMG Logística en general Maestro de materiales Parametrizaciones para campos centrales Definir grupos de unidad de medida Transaction Code SPRO2. On the Change View “Define Units of Measure Groups”: Overview screen, choose New Entries.3. Make the following sets of entries. Field Unit Group Alternative Measurement Counter Denominator Name Unite Unit Text for conversion Entry 1 10 DZ Dozen 12 1 Entry 2 10 GRO Gross 144 14. Save your settings.3.1.5 Defining Product Hierarchies3.1.5.1 Define Product Hierarchies - Materials: Product Hierarchies3.1.5.2 Def. Product Hierarchies - Mat.s: Product hierarchies: TextsProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Logistics General → Material Master → Settings for Key Fields → Data Relevant to Sales and Distribution → Define Product Hierarchies Menú IMG Logística en general Maestro de materiales Parametrizaciones para campos centrales Datos relevantes para ventas Definir jerarquías de productos© SAP AG Page 13 of 118
  14. 14. SAP Best Practices Materials Management (104): Configuration Guide Transaction Code SPRO2. On the Customizing Product Hierarchy screen, select Maintain: Product hierarchy and choose Choose (F2).3. On the Change View “Materials: Product Hierarchies”: Overview screen, choose New Entries.4. Make the following entries. Start with all Level-1 entries and save them, then continue with all Level-2 entries, etc.: Product Hierarchy Level No. Description #00001 1 Best Practices Prod. Hier. Top Level #00001B0001 2 Prod. Hier. Second Level - Products A #00001B000100000001 3 Prod. Hier. Third Level - Product A.01 #00001B000100000002 3 Prod. Hier. Third Level - Product A.02 #00001B000100000003 3 Prod. Hier. Third Level - Parts A.03 #00001B0002 2 Prod. Hier. Second Level - Products B #00001B000200000001 3 Prod. Hier. Third Level - Product B.01 #00001B000200000002 3 Prod. Hier. Third Level - Product B.025. Save your settings.3.2 Engineering Change Management3.2.1 Setting Control Data - Engineering Change Management Control DataProcedure1. Access the activity using one of the following navigation options: IMG Menu Logistics General → Engineering Change Management → Set Control Data Menú IMG Logística en general Servicio de modificaciones Parametrizar datos de control Transaction Code OS542. On the Change View "Engineering Change Management Control Data": Details screen, check the following entries: Field name Description User action and values Comment Parameter Effectivity Rev.Level Act. X Indicator: Number X Range Check Also for A Warn. Time in 0 Days© SAP AG Page 14 of 118
  15. 15. SAP Best Practices Materials Management (104): Configuration Guide Field name Description User action and values Comment Error Time in 0 Days Release key lock D Release key lock A Release key lock B3. Choose Save.3.3 Checking Consistency3.3.1 Checking Consistency of Unit of Measurement TablesAfter you have installed BB - Materials Management, check the Units of Measurement. We highlyrecommend that you run the report RBZMECHK to avoid any inconsistencies.1. Access the activity using one of the following navigation options: SAP Menu Tools → ABAP Workbench → Development → User Interface → ABAP Editor Menu SAP Herramientas Workbench ABAP Desarrollo  Editor ABAP Transaction Code SE382. Enter the program RBZMECHK and choose Execute (F8).This report establishes the consistency of the tables T006, T006A, T006B and T006C. It ensures,in particular, that each unit of measurement has an indicator in every language. However, sincethe report cannot know the correct translation of a unit of measurement, it only numbers missingindicators. This procedure is therefore only recommended if you have to restore the consistencyof the database tables very quickly. Of course, the generated numeric indicators can be adjustedsubsequently with transaction CUNI.4 Configuration of Materials Management4.1 Consumption-Based PlanningAccess the Customizing activities as outlined in the BC Set output documentation below andchange the settings according to the respective table values listed.4.1.1 Overall Maintenance of Plant Parameters - General Settings4.1.1.1 Overall Maintenance of Plant Parameters - Number RangesUseThe purpose of this step is to maintain the number ranges per plant.© SAP AG Page 15 of 118
  16. 16. SAP Best Practices Materials Management (104): Configuration GuideProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Create.3. In the Create Plant Parameters dialog box make the following entries: Create the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 11004. Choose Create.5. On the Maintain Plant Parameters screen choose number ranges.6. On the Assign Number ranges screen choose Planned Orders, and make the following entries: Plant NRge pl. orders Simulative planned order 1000 01 01 1100 01 017. On the Assign Number ranges screen choose the Reservation/Dependent Requirements button, and make the following entries: Plant NR: StkTrns Res. 1000 01 1100 018. On the Assign Number ranges screen, choose Purchase Requisition, and make the following entries: Plant NR – Preq. 1000 01 1100 01© SAP AG Page 16 of 118
  17. 17. SAP Best Practices Materials Management (104): Configuration Guide9. On the Assign Number ranges screen, choose MRP Lists, and make the following entries: Plant No. Range - MRP 1000 01 1100 0110. On the Assign Number ranges screen choose Simulative Dep Req, and make the following entries: Plant NR. SimDepRs 1000 01 1100 0111. Choose Save.12. Choose Back.4.1.1.2 Overall Maintenance of Plant Parameters - Conversion Planned Order to PReq.UseThe purpose of this step is to maintain the number of planned orders converted to purchaserequisitions per plant.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 1100© SAP AG Page 17 of 118
  18. 18. SAP Best Practices Materials Management (104): Configuration Guide4. Choose Maintain.5. On the Maintain Plant Parameters screen choose Conversion PlOrd->Preq.6. On the Change View “Number Of Planned Orders”: Overview screen make the following entries: Plnt Number of planned orders 1000 500 1100 5007. Choose Save.8. Choose Back.4.1.1.3 Overall Maintenance of Plant Parameters - Dep.reqmt AvailabilityUseThe purpose of this step is to define the availability check of dependent requirements.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 1100© SAP AG Page 18 of 118
  19. 19. SAP Best Practices Materials Management (104): Configuration Guide4. Choose Maintain.5. On the Maintain Plant Parameters screen choose Availability Dep. Req.6. On the Change View “Availability Check”: Overview screen, make the following entries: Plnt Avail. Check Rule 1000 PP 1100 PP7. Choose Save.8. Choose Back.4.1.1.4 Overall Maintenance of Plant Par. - External ProcurementUseThe purpose of this step is to define external procurement.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 1100© SAP AG Page 19 of 118
  20. 20. SAP Best Practices Materials Management (104): Configuration Guide4. Choose Maintain.5. On the Maintain Plant Parameters screen choose External Procurement6. On the Change View “Default Values Purchasing/MRP”: Overview screen, make the following entries: Plnt Purchasing Sub. Description Scheduling: Schedule Unkown process. Purch. Info lines Acct time Group record Assignment /agreem. 1000 X U 1100 X U7. Choose Save.8. Choose Back.4.1.1.5 Overall Maintenance of Plant Parameters - ReschedulingUseThe purpose of this step is to define a rescheduling check.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 11004. Choose Maintain.5. On the Maintain Plant Parameters screen choose External Procurement6. On the Change View “Plant rescheduling”:Details screen, make the following entries: Plant 1000 1100© SAP AG Page 20 of 118
  21. 21. SAP Best Practices Materials Management (104): Configuration Guide Rescheduling horizon 100 100 Firm planned orders X X Production order X X Firm.pur.requisition X X Order itm/sched.line X X QM inspection lot X X Shipping notificat. X X Tolerance value forward 02 02 Tolerance value for displacement 02 027. Choose Save.8. Choose Back.4.1.1.6 Overall Maintenance of Plant Parameters - Planning HorizonUseThe purpose of this step is to define a planning horizon for a plant.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 1100© SAP AG Page 21 of 118
  22. 22. SAP Best Practices Materials Management (104): Configuration Guide4. Choose Maintain.5. On the Maintain Plant Parameters screen choose Planning Horizon.6. On the Change View “Planning Horizon for Plant”: Overview screen, choose New Entries. Plnt Planning Horizon 000 100 1100 1007. Choose Save.8. Choose Back.4.1.1.7 Overall Maintenance of Plant Parameters - Available StocksUseThe purpose of this step is to define availability of stock.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 11004. Choose Maintain.5. On the Maintain Plant Parameters screen choose Available Stocks.6. On the Change View “Available Stocks”: Overview screen, make the following entries: Plnt Stock in transfer Blocked stock Restricted-use stock 1000 X 1100 X7. Choose Save.© SAP AG Page 22 of 118
  23. 23. SAP Best Practices Materials Management (104): Configuration Guide8. Choose Back.4.1.1.8 Overall Maintenance of Plant Parameters - Error HandlingUseIn this step, you determine how the system is to react if errors occur in the planning run.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 11004. Choose Maintain.5. On the Maintain Plant Parameters screen, choose Error Handling.6. On the Change View “Error Handling in the Planning Run”: Overview screen, make the following entries: Plnt Max.Proposals Subs. 1000 050 101 1100 050 1117. Choose Save.8. Choose Back.© SAP AG Page 23 of 118
  24. 24. SAP Best Practices Materials Management (104): Configuration Guide4.1.1.9 Overall Maintenance of Plant Parameters - Line Item NumbersUseThe purpose of this step is to define a line item number.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box, make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 11004. Choose Maintain.5. On the Maintain Plant Parameters screen choose Item Numbers.6. On the Change View: “Item Numbers”: Overview screen, make the following entries: Plant Item Number: Item of stock transfer reserve. Purchase Requisition 1000 10 100 1100 10 1007. Choose Save.8. Choose Back.4.1.2 Overall Maintenance of Plant Parameters - MRP ControllersUseThe purpose of this step is to maintain the MRP controller per plant.© SAP AG Page 24 of 118
  25. 25. SAP Best Practices Materials Management (104): Configuration GuideProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 11004. Choose Maintain.5. On the Maintain Plant Parameters screen choose MRP controllers.6. On the Change View “MRP Controllers”: Overview screen make the following entries: Plant Name MRP MRP Controller Telephone Cont Name . 1000 Production Plant 100 John Smith 770 840 9421 1000 Production Plant 101 Julie Moore 770 840 9422 1000 Production Plant 102 Stefanie Thomas 770 840 9423 1000 Production Plant 103 Doug Jones 770 840 9424 1100 Production Plant 110 Pamela Wright 650 849 4256 1100 Production Plant 111 Brad Miller 650 849 4257 1100 Production Plant 112 Jerry Zelter 650 849 4258 1100 Production Plant 113 Cornelius Tailor 650 849 42597. Choose Save.8. Choose Back.4.1.3 Overall Maintenance of Plant Parameters - Special ProcurementUse© SAP AG Page 25 of 118
  26. 26. SAP Best Practices Materials Management (104): Configuration GuideIn this step, you define the special procurement keys which as well as the procurement typecontrol the procurement and storage of a material. The special procurement type always refers toa procurement type.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Plant Parameters → Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 11004. Choose Maintain.5. On the Maintain Plant Parameters screen choose Special Procurement.6. Choose New Entries.7. Make the following entries: Plant S Long Text Procure- Sp. Plant Phantom Direct Withdr. Issuing P ment type proc. item pro- altern. plant T duc plant tion 1000 10 Consignment F 2 1000 20 External procurement F 0 1000 30 Subcontracting F 3 1000 40 Stock transfer F 7 1100 (proc.from alter.plant) 1000 45 Stock transfer from F 7 1100 plant to MRP area 1000 50 Phantom assembly E E X 1000 52 Direct production / E E X collective order 1000 60 Phantom in planning E E© SAP AG Page 26 of 118
  27. 27. SAP Best Practices Materials Management (104): Configuration Guide Plant S Long Text Procure- Sp. Plant Phantom Direct Withdr. Issuing P ment type proc. item pro- altern. plant T duc plant tion 1000 70 Withdrawal from E R X 1100 alternative plant 1000 80 Production in E P 1100 alternative plant 1100 10 Consignment F 2 1100 20 External procurement F 0 1100 30 Subcontracting F 3 1100 40 Stock transfer F 7 1000 (proc.from alter.plant) 1100 45 Stock transfer from F 7 1000 plant to MRP area 1100 50 Phantom assembly E E 1100 52 Direct production / E E X collective order 1100 60 Phantom in planning E E 1100 70 Withdrawal from E E X 1000 alternative plant 1100 80 Production in E P 1000 alternative plant8. Choose Save.9. Choose Back.4.1.4 Overall Maintenance of Plant Parameters - Start in PastUseThe purpose of this step is to define that the MRP calculation may start in the past. It is strongly recommended not to set the flag, otherwise the MRP run will create MRP elements which start and end in the past. This step is optional. Its purpose is to check that the flag Start in Past has not been selected.ProcedureCarry out the following steps:© SAP AG Page 27 of 118
  28. 28. SAP Best Practices Materials Management (104): Configuration Guide1. Access the activity using one of the following navigation options: IMG Menu Materials Management  Consumption-Based Planning  Plant Parameters  Overall Maintenance of Plant Parameters Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Parámetros de centro Efectuar actualización total de los parámetros de centro Transaction Code OMI82. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.3. In the Maintain Plant Parameters dialog box make the following entries: Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants. Plant 1000 11004. Choose Maintain.5. On the Maintain Plant Parameters screen choose Start in the Past.6. On the Change View: “Order Proposals in the Past”: Overview screen, make the following entries: Plant Start in Past 1000 Leave empty 1100 Leave empty7. Choose Save.8. Choose Back.4.1.5 Defining Storage Location MRP per PlantProcedureCarry out the following steps:1. Access the activity using on of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Planning → Define Storage Location MRP per Plant Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Planificación  Fijar planif.necesidades almacén por centro Transaction Code SPRO2. In the Determine Work Area: Entry dialog box make the following entries: Create the plant parameters for plant 1000 first, then create the parameters for additional plants.© SAP AG Page 28 of 118
  29. 29. SAP Best Practices Materials Management (104): Configuration Guide Plant 1000 11003. Choose Enter.4. On the Change View “Storage Location MRP": Overview, make the following entries: Plnt SLoc MRP Ind. 1000 1010 1000 1020 1100 1030 1000 1040 1000 1050 1000 1060 1 1100 1110 1100 1120 1100 1130 1100 1140 1100 1150 1100 1160 15. Choose Save.4.1.6 Defining Floats (Scheduling Margin Key)UseThe purpose of this step is to define scheduling margin key.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Planning → Define Floats (Scheduling Margin Key) Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Planificación  Fijar tiempos de holgura (clave horizonte) Transaction Code SPRO2. On the Change View “Margins for scheduling”: Overview screen, choose New Entries.3. Make the following entries:© SAP AG Page 29 of 118
  30. 30. SAP Best Practices Materials Management (104): Configuration Guide Plant Key Name 1 Opening Float After Float Before Release Period Production Production Period 1000 000 000 000 000 000 1000 001 010 001 002 005 1100 000 000 000 000 000 1100 001 010 001 002 0054. Choose Save.4.1.7 Activating Materials Requirements PlanningUseThe purpose of this activity is to activate MRP.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Planning → Activate Materials Requirements Planning Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Planificación  Activar planificación de necesidades Transaction Code SPRO2. Choose Material Requirements Planning.3. Make the following entries: Plant Activate requirements planning Comment 0001 This plant is never included! 1000 X 1100 X4. Choose Save.5. Choose Back.© SAP AG Page 30 of 118
  31. 31. SAP Best Practices Materials Management (104): Configuration Guide4.1.8 Defining Scope of Planning for Total Planning4.1.8.1 Def. Scope of Plan. f. Total Plan. - Description: scope of p4.1.8.2 Def. Scope of Plan. f. Total Plan. - Sequence of plants/MRPUseThe purpose of this activity is to define the scope of planning for Total Planning. This means thatthe planning includes the selected plants and tells the system in which order the plants have to beplanned, for example distribution center before production plant.ProcedureCarry out the following steps:1. Access the activity using one of the following navigation options: IMG Menu Materials Management → Consumption-Based Planning → Planning → Define Scope of Planning for Total Planning Menú IMG Gestión de materiales Planificación de necesidades sobre consumo Planificación  Especificar alcance planificación p.planificación global Transaction Code OM0E2. Choose New entries.3. Make the following entries: Planning Scope Activate requirements planning YB01 All Plants4. Mark the created entry and double-click in the left menu Sequence of plants/MRP areas.5. Choose New Entries.6. Make the following entries: Cntr. Plant Comment 200 1100 Distribution center first 210 1000 Production plant second7. Choose Save.8. Choose Back.4.2 PurchasingPreparationAccess the Customizing activities as outlined in the BC Set output documentation below, andmake the settings according to the respective table values listed.© SAP AG Page 31 of 118
  32. 32. SAP Best Practices Materials Management (104): Configuration Guide4.2.1 Activating batch-specific Unit of MeasuresUseThe purpose of this activity is to activate the batch-specific unit of measures.Procedure1. Access the activity using one of the following navigation options: IMG Menu Logistics - General  Batch Management  Batch-Specific Material Unit of Measure  Activate Batch-Specific Material Unit of Measure Menu IMG Logística en General  Gestión de Lotes  Unidades de Medida de Material Específica de Lotes  Activar Unidades de Medida de Material Específicas de Lote Transaction Code OMWS2. On the Activate Batch-Specific Material Unit of Measure screen select Batch-specific units of measure active and save your entry.ResultThe batch-specific unit of measure was activated.4.2.2 Creating Release Procedure CharacteristicsProcedureCarry out the following steps:1. Access the activity using on of the following navigation options: SAP Menu Cross Application Components → Classification System → Master Data → Characteristics Menú SAP Componentes multiaplicaciones  Sistema de clasificación Datos maestros Gestión de características Transaction Code CT042. On the Characteristics screen, make the following entries: Field Name User action and values Characteristic R2R_PURCH_GRP3. Choose Create.4. On the Create Characteristics screen, make the following entries:5. Choose the Basic tab page:© SAP AG Page 32 of 118
  33. 33. SAP Best Practices Materials Management (104): Configuration Guide Field Name User action and values Description Purchasing Group Status 1 Data Type CHAR Number of Characters 3 Multiple Values select6. Choose the Description tab page: Field Name User action and values Language ES Description Grupo de Compras Language EN Description Purchasing Group7. Choose the Values tab page: Field Name User action and values Char. Value 100 Description Xxx Char. Value 101 Description Xxxx Char. Value 102 Description Xxxxxx Char. Value 103 Description Xxxxxxx Char. Value 200 Description Xxxxx Char. Value 201 Description Xxx Char. Value 202 Description Xxx Char. Value 203© SAP AG Page 33 of 118
  34. 34. SAP Best Practices Materials Management (104): Configuration Guide Field Name User action and values Description xxxxx8. Choose the Addnl data tab page: Field Name User action and values Table Name CEKKO Field Name EKGRP Not Ready for Input select9. Choose Save and go back to the Characteristics screen.10. On the Characteristics screen, make the following entries: Field Name User action and values Characteristic R2R_PURCH_ORD_TYPE11. Choose Create.12. On the Create Characteristics screen, make the following entries:13. Choose the Basic tab page: Field Name User action and values Description Order Type (Purchasing) Status 1 Data Type CHAR Number of Characters 4 Multiple Values select14. Choose the Description tab page: Field Name User action and values Language ES Description Clase de Documento Compras Language EN Description Order Type (Purchasing)15. Choose the Values tab page: Field Name User action and values Char. Value FO Description Pedido marco© SAP AG Page 34 of 118
  35. 35. SAP Best Practices Materials Management (104): Configuration Guide Field Name User action and values Char. Value NB Description Pedido estándar Char. Value UB Description Pedido de traslado16. Choose the Addnl data tab page: Field Name User action and values Table Name CEKKO Field Name BSART Not Ready for Input select17. Choose Save and go back to the Characteristics screen.18. On the Characteristics screen, make the following entries: Field Name User action and values Characteristic R2R_PURCH_ORD_VALUE19. Choose Create.20. On the Create Characteristics screen, make the following entries:21. Choose the Basic tab page: Field Name User action and values Description Total net order value Status 1 Data Type CURR Number of Characters 15 Decimal Places 2 Currency MXN Template _____________,__ Multiple Values select22. Choose the Description tab page: Field Name User action and values Language ES Description Valor Neto Total Pedido© SAP AG Page 35 of 118
  36. 36. SAP Best Practices Materials Management (104): Configuration Guide Field Name User action and values Language EN Description Total net order value23. Choose the Values tab page: Field Name User action and values Char. Value > 8000 MXN24. Choose the Addnl data tab page: Field Name User action and values Table Name CEKKO Field Name GNETW Not Ready for Input select25. Choose Save.4.2.3 Creating Release Procedure ClassProcedureCarry out the following steps:1. Access the activity using on of the following navigation options: SAP Menu Materials Management → Consumption Based Planning → Planning → Define Storage Location MRP per Plant Menu SAP Componentes multiaplicaciones Sistema de clasificación Datos maestros  Gestión de clases Transaction Code CL022. On the Class screen, make the following entries: Field Name User action and values Class R2R_CL_REL_CEKKO Class type 0323. Choose Create.4. On the Create Class screen, make the following entries:5. Choose the Basic data tab page: Field Name User action and values Description PO Release at Header Level Status Released6. Choose the Char. Tab page:© SAP AG Page 36 of 118
  37. 37. SAP Best Practices Materials Management (104): Configuration Guide Field Name User action and values Char. R2R_PURCH_ORD_TYPE Char. R2R_PURCH_GRP Char. R2R_PURCH_ORD_VALUE7. Choose Save.4.2.4 Defining Release Procedure for Purchase Orders4.2.4.1 Release Group: External Purchasing DocumentUseThe purpose of this step is to define the release procedure for purchase orders containing stepsRelease Groups, Release Codes, Release Indicator, Release Strategies .ProcedureCarry out the following steps:1. Access the activity using on of the following navigation options: SAP Menu Materials Management → Purchasing → Purchase Order → Release Procedure for Purchase Orders → Define Release Procedure for Purchase Orders Menu IMG Gestión de materiales Compras Pedido Procedimiento de liberación para pedidos Especificar procedimiento liberación p. pedidos Transaction Code SPRO2. Double-click Release Groups.3. Choose New Entries.4. Make the following entries: Grp Obj Class Description PH 2 R2R_CL_REL_CEKKO PO Release (Overall)5. Choose Save.6. Choose Back.7. Double-click Release Codes.8. Choose New Entries.9. Make the following entries: Grp Code Description PH 01 Purchasing Manager© SAP AG Page 37 of 118
  38. 38. SAP Best Practices Materials Management (104): Configuration Guide10. Choose Save.11. Choose Back.12. Double-click Release Indicator.13. Choose New Entries.14. Make the following entries: Rel R Chg VChTo Description 1 X 6 0.0 Changeable, but new release15. Choose Save.16. Choose Back.17. Double-click Release Strategies.18. Choose New Entries.19. Make the following entries: Grp Strat Code Description PH 10 01 Overall Release20. Choose Save.21. Choose Release Statuses Grp Strat Code Description PH 10 01 Indicator Within the Release Strategy22. Choose continue23. Choose Release Prerequisites24. Choose continue25. Choose Save.26. Choose Back.4.2.5 Defining Release Procedure for Purchase Orders - Set CriteriasUseIn this activity you will define a release procedure for purchase orders.ProcedureCarry out the following steps:1. Access the activity using on of the following navigation options: SAP Menu Materials Management → Purchasing → Purchase Order → Release Procedure for Purchase Orders → Define Release Procedure for Purchase Orders Menu SAP Logística Funciones centrales Configuración de variantes Entorno Sistema de clasificación© SAP AG Page 38 of 118
  39. 39. SAP Best Practices Materials Management (104): Configuration Guide Clasificación Asignar objeto a clases Transaction Code CL20N2. Double-click Release Strategies.3. Select Release Prerequisites and choose Continue.4. Select Release Statuses and choose Continue.5. Choose Classification.6. On the Change View “Release Strategies”: Classification screen, make the following entries: Field Name User action and values Order type (Purchasing) NB FO UB Total net order value > 8000 MXN Purchasing Group 100 101 102 1037. Choose Back.8. Choose Release Simulation.9. Choose Simulate Release.10. Choose Back.11. Choose Save, and then Exit.ResultThe release procedure for purchase orders is defined.4.2.6 Defining Calculation SchemaProcedureCarry out the following steps:1. Access the activity using on of the following navigation options: IMG Menu Materials Management → Purchasing → Conditions → Define Price Determination Process → Define Calculation Schema Menu IMG Gestión de materiales Compras Condiciones Fijar determinación de precio Fijar esquema de cálculo Transaction Code SPRO2. On the Change View “Schemas”: Overview screen, select Procedure RM0000 (Purchasing Document (Big)).3. In the Dialog Structure, double-click Control data.© SAP AG Page 39 of 118
  40. 40. SAP Best Practices Materials Management (104): Configuration Guide4. Enter the values shown below.Step Counter Cond. From To Cond. Stat Print Cond. Re Cal. Base Accn Accruals Det. q Type Type t Key Type ID subtotal manually1 1 PB00 91 2 PBXX 9 52 0 VA003 0 VA014 0 GAU1 X 315 0 GAU2 31 32 3210 1 RB00 X X10 2 RC00 X X10 3 RA00 X X10 4 RA01 1 X10 5 HB00 X X10 6 ZB00 X X10 7 ZC00 X X10 8 ZA00 X X10 9 ZA01 1 X X10 10 HB01 X X10 11 RL01 1 X10 15 MM00 X X10 16 MM01 1 X X10 17 REST X17 0 EDI1 X 5319 0 EDI2 53 4020 0 S 721 1 NAVS X 6021 2 NAVM X 2922 0 20 2124 0 21 21 S25 0 22 2331 1 FRA1 20 X X FRE FR131 2 FRB1 20 X X FRE FR131 3 FRC1 20 X X FRE FR131 4 RUE1 20 X X FRE RUE31 5 RUB1 20 X X FRE RUE© SAP AG Page 40 of 118
  41. 41. SAP Best Practices Materials Management (104): Configuration GuideStep Counter Cond. From To Cond. Stat Print Cond. Re Cal. Base Accn Accruals Det. q Type Type t Key Type ID subtotal manually31 6 RUC1 20 X X FRE RUE31 7 ZOA1 20 X X FRE FR331 8 ZOB1 20 X X FRE FR331 9 ZOC1 20 X X FRE FR331 10 FRA2 20 X X FRE FR231 11 FRB2 20 X X FRE FR231 12 FRC2 20 X X FRE FR232 1 MAR1 20 X 12 FRE RUE35 1 SKTO 20 X 1737 0 A001 20 X 26 EIN BO138 0 A002 20 X 26 EIN BO139 0 30 3 S 240 0 25 3 S 841 0 25 3 S 260 0 WOT X 3 B70 0 GRW 20 X 8 R75 0 GWLB X 54 6079 0 70 7 X C 8 85. Save your settings.6. Choose Back (F3) two times.4.2.7 Define Rounding profile4.2.7.1 Maintaining Rounding Profiles4.2.7.2 Maint. Rounding Prof. - Short text describing the roundingProcedureCarry out the following steps:1. Access the activity using on of the following navigation options: IMG Menu Materials Management → Purchasing → Order Optimizing →© SAP AG Page 41 of 118
  42. 42. SAP Best Practices Materials Management (104): Configuration Guide Quantity Optimizing and Allowed Logistics Units of Measure → Maintain Rounding Profile Menú IMG Gestión de materialesCompras  Optimización de pedido  Optimización de cantidades y unidades de medida logísticas permitidas Actualizar perfil de redondeo Transaction Code SPRO2. On the Create Quantity Addition/Subtraction screen, enter rounding profile YG00 in the Rounding profile field of the dialog box Maintain Rounding Profile: Initial Screen.3. Enter the plant Plant_1 (1000) in the field Plant of the dialog box Maintain Rounding Profile: Initial Screen.4. Choose Create Dynamic (F5).5. On the Create Dynamic Rounding Profile screen, enter the values shown below. Field Name User action and values Rounding Profile YG00 Description Rounding to cartons, layers and pallets Plant Plant_1 (1000) Rounding off method 3 Rounding rule Y16. Save your settings.7. Choose Back (F3).8. Repeat steps 2. - 6. for the same rounding profile and for the plant Plant_2 (1100) as shown below: Field Name User action and values Rounding Profile YG00 Description Rounding to cartons, layers and pallets Plant Plant_2 (1100) Rounding off method 3 Rounding rule Y19. To maintain the description of the rounding profile YG00 in Spanish, logon in language ES.10. To access the customizing transaction, use IMG Path:  Gestión de materiales  Compras  Optimización de pedido  Optimización de cantidades y unidades de medida logísticas permitidas  Actualizar perfil de redondeo11. Enter the plant Plant_1 (1000) in the field Plant of the dialog box Actualizar perfil de redondeo: Pantalla inicial.© SAP AG Page 42 of 118
  43. 43. SAP Best Practices Materials Management (104): Configuration Guide12. Enter the plant Planta 1 (1000) in the field Werk.13. Choose Change (F7).14. On the Dynamisches Rundungsprofil ändern screen, make the following entries. Field Name User action and values Rounding Profile YG00 Description Runden auf Karton, Layer und Palette Plant Plant_1 (1000) Rounding off method 3 Rounding rule Y115. Save your settings.16. Repeat steps 10. - 14. for the same rounding profile YG00 and for the plant Plant_2 (1100) as shown below: Field Name User action and values Rounding Profile YG00 Description Runden auf Karton, Layer und Palette Plant Plant_2 (1100) Rounding off method 3 Rounding rule Y117. Save your settings.18. Choose Back (F3).4.2.8 Unit of Measure Rounding RulesProcedureCarry out the following steps:1. Access the activity using on of the following navigation options: IMG Menu Materials Management → Purchasing → Order Optimizing → Quantity Optimizing and Allowed Logistics Units of Measure → Unit of Measure Rounding Rules Menú IMG Gestión de materiales Compras  Optimización de pedido  Optimización de cantidades y unidades de medida logísticas permitidas  Reglas de redondeo de UM Transaction Code SPRO2. On the Change View “Unit of Measure Rounding Rule”: Overview screen, choose New Entries.3. On the New Entries: Overview of Added Entries screen, make the following entries: Rounding Rule Alternative Unit of measure % rounding up % rounding down Y1 CAR 80.0 0.1 Y1 PAL 80.0 0.1© SAP AG Page 43 of 118
  44. 44. SAP Best Practices Materials Management (104): Configuration Guide4. Save your settings.5. Choose Back (F3).4.2.9 Maintaining Account Assignment CategoriesProcedureCarry out the following steps:1. Access the activity using on of the following navigation options: IMG Menu Materials Management → Purchasing → Account Assignment → Maintain Account Assignment Categories Menú IMG Gestión de materiales Compras Imputación Actualizar tipos de Imputación Transaction Code SPRO2. On the Change View “Account Assignment Categories”: Overview screen, select Acct assignment cat. A (Asset).3. Choose Details (Ctrl+Shift+F2).4. On the Change View “Account Assignment Categories”: Details screen, make the following entries: Field Name User action and values Consumption posting A Description Asset Distribution 1 AA Changeable at IR X Partial Invoice 2 ID.Account Assignment Screen 2 Goods receipt X GR non-valuated X Invoice receipt X Field Name Mandatory Optional Dislay Hidden Entry Entry Asset X Asset Subnumber X Business Area X Business process X CO/PP Order X Commitment Item X Cost Center X© SAP AG Page 44 of 118
  45. 45. SAP Best Practices Materials Management (104): Configuration Guide Field Name Mandatory Optional Dislay Hidden Entry Entry Cost Object X Cost Type X Deletion indicator X Details account assgt. X block Functional Area X Funds X Funds Center X Funds reservation X General Ledger Account X Goods recipient/ship-to X party Grant X Joint Venture Partner X Network X Profit Center X Profitability Segment X Project X Qty./percent. mat. acct. X assgt Real Estate Management X Sales Order X Sales document schedule X Service/activity type X Unloading point X5. Save your settings.6. Repeat steps 1. to 5. for the account assignment categories B, …, X using the values shown below.Acct. assignmt. cat. B Field Name User action and values Consumption posting E Description MTS prod./sales ord. Distribution AA Changeable at IR Account modification VKA© SAP AG Page 45 of 118

×