MM config

Configuration Document

Warehouse Management

Scheduling agreement to invoice cycle

By Anirban Basu, Tata Consultancy Services

This document focuses on the cycle between creating a scheduling agreement to invoice verification

Go to transaction ME31L.

ZREQ - Configuration Document Author: Mohan, Kmm Sarma Date: 1st Mar 2011

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Go to Tcode ME38.


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Release Scheduling Agreement ME35


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GR through MIGO

Display the generated Material Document.


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Go to MIRO and do invoice verification of the material document and PO.


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Sales & Distribution (SD)

Sales and Distribution (SD) Topics:

Attaching a file to Sales Documents (More details) NEW Prevent adding extra materials during the creation of Delivery (More details) NEW Release strategy for sales document using status profile (More details) NEW Condition value from Custom Routine for Sales Order condition type (More details) Condition Exclusion (More details) Letter of credit process in Export (More details) SD Questionnaire related to:

Enterprise Structure Master data Sales

Shipping Pricing Billing

Cross-application customization Solution Manager Experience from Implementation

Configuration steps for: o Automatic Picking (More details) o Automatic Packaging (More details)o Automatic batch determination in delivery (More details)

Automatic Printing of a Sales Order Document immediately after saving the document in VA01 transaction (More details) Material Listing and Exclusion (More details) Business Process Procedure for standard third party sales (More details) Output determination configuration (More details) Scheduling agreement to invoice cycle (More details) Special Processing Indicator (More details) Assigning different customer number ranges for different customer account groups (More details) Variant Configuration for a BOM (More details) Understanding "Material Determination" (More details) MRP: PR to PO conversion (More details) Maintaining Shipping instructions (More details) Temporarily extending/reducing the credit limit (More details) Differences between Credit Note, Credit Memo and Credit for returns (More details) Credit Card payment configuration for the orders (More details) Difference between CASH SALES and RUSH ORDER (More details) Order to Cash Cycle (More details) Enterprise Structure Configuration (More details) Configuration of Pricing Procedure (More details) Maintaining Multi-level packaging in the delivery (More details) Configuring "Availability Check" (More details) SD Terms "Sales Organization", "Distribution Channel", "Sales Office", "Sales area", "Division" and "Sales Group" (More details

Attaching a file to Sales Documents


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http://www.sapfunctional.com/SD/SDTerms.htm

http://www.sapfunctional.com/SD/AvailabilityCheckConfiguration.htm

http://www.sapfunctional.com/SD/MultiLevelPackaging.htm

http://www.sapfunctional.com/SD/PricingProcedureConfiguration.htm

http://www.sapfunctional.com/SD/EnterpriseStructureConfiguration.htm

http://www.sapfunctional.com/SD/OrderToCycle.htm

http://www.sapfunctional.com/SD/DiffCashSales&RushOrder.htm

http://www.sapfunctional.com/SD/CreditCard/Configure.htm

http://www.sapfunctional.com/SD/CreditTerms.htm

http://www.sapfunctional.com/SD/CreditLimit/SetBuffer.htm

http://www.sapfunctional.com/SD/ShippingInstructions/Maintain.htm

http://www.sapfunctional.com/SD/PRtoPO/MRP.htm

http://www.sapfunctional.com/SD/MatDetermination/page1.htm

http://www.sapfunctional.com/SD/VariantConfiguration/page1.htm

http://www.sapfunctional.com/SD/Numberrange/assign.htm

http://www.sapfunctional.com/SD/SpecialProcessingIndicator/Demo.htm

http://www.sapfunctional.com/SD/SchedulingAgreement/Cycle.htm

http://www.sapfunctional.com/SD/ODC/Demo.htm

http://www.sapfunctional.com/SD/ThirdParty/Sales.htm

http://www.sapfunctional.com/SD/Listing/Material.htm

http://www.sapfunctional.com/SD/SalesOrder/Index.htm

http://www.sapfunctional.com/SD/Batchdetermination/Index.htm

http://www.sapfunctional.com/SD/Packaging/Index.htm

http://www.sapfunctional.com/SD/Picking/index.htm

http://www.sapfunctional.com/SD/Q/Exp1.htm

http://www.sapfunctional.com/SD/Q/SM1.htm

http://www.sapfunctional.com/SD/Q/CA1.htm

http://www.sapfunctional.com/SD/Q/Billing1.htm

http://www.sapfunctional.com/SD/Q/Pricing1.htm

http://www.sapfunctional.com/SD/Q/Shipping1.htm

http://www.sapfunctional.com/SD/Q/Sales1.htm

http://www.sapfunctional.com/SD/Q/M1.htm

http://www.sapfunctional.com/SD/Q/ES1.htm

http://www.sapfunctional.com/SD/Q/Index.htm

http://www.sapfunctional.com/SD/LC/Index.htm

http://www.sapfunctional.com/SD/Condition/Index.htm

http://www.sapfunctional.com/SD/Condition/Value.htm

http://www.sapfunctional.com/SD/ReleaseStrategy/Index.htm

http://www.sapfunctional.com/SD/Delivery/Index.htm

http://www.sapfunctional.com/SD/File/Index.htm



By Sandip Bhowal, Avon Technologies

SAP has given a facility to attach any file at sales order level. Only authorized person can do this. First create a sales order file can be linked in VA02 at sales order header level.

Customization:

Go to SU01 Enter user ID

Now Click on Change button.

Go to Parameter tab and enter Parameter id “SD_SWU_ACTIVE” and “X” under parameter value.


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Now save it.

Attachment of file in VA02

Create a sales order in VA01. Save the Sales Order and go to change mode (VA02). Go to menu option, System Services for object.


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A pop up tool bar will come as shown below

To attach file click on Create and select Create Attachment.

Select your file from desktop.


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Now you can see attachment list is activated.

Finally save the document.

To see:

Go to VA03 Click on in Title bar. Then you will get


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Click on attachment list.

You will find your attachment.

Prevent adding extra materials during the creation of Delivery

By Lakshmi Sunitha, Ascent

If you want the end users to create the delivery only for the items that are in the Sales Order and not any other material, do the following:

Go to transaction OVLK.


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Select the delivery type LF (as shown above) and double-click on the same.


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Here change the field ItemRequirement to 201, as shown below:


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Now the users wouldn’t be able to add any material which is not available in the sales order.

Release strategy for sales document using status profile

By BVDVPrasad, Yash Technologies

Applies to: Module SD

This Article applies to SAP User Status Profile for Sales Documents process.

Overview:

In SAP we have release strategy for Purchasing Document, in the same way we can keep release strategy by using status profile to Sales Documents.


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Define and Assign Status Profile:

Now we will see how to define and assign our own status profile to sales documents, customization at

Sales and Distribution> Sales >Sales documents > Define and Assign Status Profile > Define Status Profile (Transaction code: BS02) Press Create icon give your own define status profile name ex: ZSALEDOC with description and Language

After clicking of continue system will show your status profile in list and select profile and click on details icon and maintain as follows

Individual status Objects: CRTD:-This is initial status and REAL:- next release status. Give Lowest Highest status numbers, Position, Priority and authorization code.

Lowest Status No: Sale Document can have several statuses at the same time. However, only one of the statuses may have a status number. If another status with a status number is activated; the old status with status number is deactivated. This is only valid under certain conditions. The system makes a note of the status with the highest status number that has been reached up to the present. The "lowest number" of this status number determines which status number a new status must have.

Highest Status No: Sales Document can have several statuses at the same time. However, only one of the statuses may have a status number. If another status with a status number is activated, the old status with a status number is deactivated, provided the


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new status number does not exceed the 'highest number' defined for the old status number.

Position:The position specifies at which place in the status line a status should be displayed.

Priority:If several active statuses should be displayed at the same position, only the status with the highest "priority" is displayed. If not all positions of the status line are used, the used positions are moved to the left.

Authorization Code: The authorization key is the basis for status-dependent authorization verification. Use authorization object B_USERSTAT to give authorizations for those authorization keys. If you add this object to a particular user role you can able to restrict by assigning value interval (authorization code or key) .

Now click on Object Key system will show all Allowed Objects here select Sales order Header & come back to user status screen keep cursor on Individual status objects click on Details icon system will show you Transaction Control screen .

Now go for new entries from Transaction control screen

To do not create Delivery and Billing keep influence radio button in forbidden. It means whenever the document is having in mode system will not accept you to do Delivery and Billing. Select the radio button as per your business requirement. For REAL no need keep any Influence (if user sales order user status changed to REAL system will allow creating delivery and billing).


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Now Save the Settings Go to Assign order types / status profiles

Assign Status profile to sales document types in transaction flow > Status profile field & Save it.

Sales order process with user status profile:

Whenever you create a sale document using by using the status profile assigned document type initially system will keep under CRTD user status mode & if you change to CRTD then only system will allow you create delivery or billing.

This you can able to see in Sale Document > Header > Status and click push button Object Status


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Conclusion: Sales order user status profile can be used for item level and header lever also and you can restrict various steps like creating Picking Packing PGI etc., as per your business requirement.

Condition value from Custom Routine for Sales Order condition type

By Aromal Raveendran, Tata Consultancy Services

Scenario: At sales order we need to calculate Condition value for ZNOY condition Type as

ZNOY-Condition Value = PR00-Condition Value * ZNOY-Amount

Output

Step by step method to achieve this calculation.

1. Go to Transaction VOFM

2. Go to Formulas->Condition Value


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3. Enter the Custom Routine Number 901 and the description. (Note : it is recommended that custom routine should start the 900-999 series)

4. Take the Access Key for this object from Service Market Place (http://www.service.sap.com/)

Give the Key & Press Continue


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http://www.service.sap.com/



5. Place your cursor at start of ENDFORM. and press Insert.

. Write Your Logic, Save & activate

data : lv_komv type read table xkomv into lv_komv with key kschl = if sy-subrc ne 0.xkomv-kinak = exit.else.xkwert = ( lv_komv-kwert * xkomv-kbetr ) / endif.

7. Activate the Routine as shown below.


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8. Go to Pricing Procedures.

9. Select your pricing and double click on Control.


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10. Attach your routine 901 against Cal Type for the condition type ZNOY.

11. Do run the report RV80HGEN at every client to activate the routine.

12. Go to Sales Order (VA01) and check the output.

Condition Exclusion

By Kanhu Ranjan Padhi, SAP Labs

Condition exclusion let you determine which condition type should be used in a given situation.

User can navigate to Condition Exclusion in below path:

IMG (Execute Transaction SPRO) -> Sales and Distribution -> Basic Functions -> Pricing Control -> Condition Exclusion


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User can maintain Condition exclusion in two ways

1. Condition Exclusion for Groups of Condition

2. Condition Exclusion for Condition Types And Records

Condition Exclusion for Groups of Condition:

In this you can create your own group and maintain conditions in the created group. Condition to be compared is first placed in an exclusion group.

Step 1: Define Condition Exclusion Groups

Create two exclusion groups ZXX1 and ZXXX as below:


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Step 2: Assign Condition types to the Exclusion Groups


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Click on the ‘New Entries’.

Enter ZXX1 in the Exclusion group and assign condition type ZDIT.

Enter ZXXX in the Exclusion group and assign condition type K007.


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Step 3: Maintain condition exclusion for pricing procedures

Select the Pricing procedure and double click on the ‘Exclusion group’ on the left side to maintain the entries.


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Note the condition exclusion group which is maintained as ‘D’ here.

There are 7 condition exclusion groups available as below:

A: Best condition between condition types

B: Best condition within the condition type


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C: Best condition between two exclusion groups

D: Exclusive

E: Least favorable within the condition type

F: Least favorable between the two exclusion groups

L: Least favorable between condition types

When you set up the exclusion group as above, when you create an order in VA01 the condition K007 gets deactivated when user enters value for condition ZDIT.


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Condition Exclusion for Condition types and Records:

This can be set in a condition record or condition type.

Requirements are maintained in the pricing procedure and allow you to specify if a condition is to be used in certain situation.

See the below Example:

1. Maintain the indicators as below :


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2. Pricing in the order looks as below before maintaining the condition Exclusion indicator in the condition record for PR00.


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3. Maintain condition exclusion indicator in the condition record for PR00 in transaction VK12 for the same customer, material, sales organization, and division and distribution channel.


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4. Notice the Sales Order now for the same Sales organization, Distribution channel, Division, Customer and Material:


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All the conditions were void when PROO is used in the order. This is actually read from the requirement which is maintained at the Pricing Procedure level. For PR00 requirement 2 is maintained in the pricing procedure.

Letter of credit process in Export

By Anil Kumar.B, SAT - Infotech

Purpose:

Financial document should be generated for attaching the Letter of Credit (LC) with the sales order. This creates a document in Finance but not do anypostings in the ledger. This is purely used for the purpose of tracking and monitoring the letter of credit and does not affect the


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payments / collections. This is attached to the sales order to ensure that the sales order value does not go above the LC value.

Before doing the LETTER OF CREDIT, Maintain the Customer payment guarantee procedure in Customer Master Data (0001 and Terms of Payment.

And material should be without MRP View.

Then go for the easy access

TRANSACTION CODE: VX11N

EASY ACCESS PATH: SAPEasy access >> Logistics >> Sales and Distribution >> Foreign Trade/ Customs >> Payment guarantee >> Documentary Payment >> Financial Document >> Create.


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START THE TRANSACTION USING THE MENU PATH OR T- CODE

Click on And then you will be getting this screen

Maintain the fields as:

1. Financial document category: U Irrevocable Confirmed


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2. Financial document type: 01

3. Company Code: 1000

Press 'ENTER' Or Click on to create FINANCIAL DOCUMENT

YOU WILL BE GETTING THIS SCREEN

ENTER THE DETAILS: In Partner Data Tab & General Data

Customer: 11157

Ship-to party: 11157


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Bank Country: LK (Sri Lanka) (Identifies the country in which the bank is located)

Bank Key: 12311 (Bank of Sri Lanka) (In this field, you specify the bank key under which bank data from the respective country is stored)

Ext. Financial Document number: 12345 (Indicates the number of a financial document which is generally assigned by the bank)

Financial doc. Value: 20,375.00 (this is imp) (Value of the financial document)

Letter.-of-credit currency: USD

Allowed overdraft %: 10% (Allowed overdraft percentage)

Terms of Payment: Z001 (Key for defining payment terms composed of cash discount percentages and payment periods)

PRESS ENTER

Click on Dates / Delivery dates Tab:

DATE/DELIVERY TAB

Enter Request date: 26.07.2010 (Identifies the date on which the financial document has been requested)

Date of receipt: 26.07.2010 (Identifies the date on which the financial document has been received)

Latest shipping date: 28.07.2010 (Identifies the latest possible shipping date)

Validity end date: 21.09.2010 (Identifies the validity end date of a financial document)

Opening date: 22.06.2010 (Identifies the date on which the financial document has been opened. Bank)

Last date ocean BOL: 06.09.2010 (Identifies the latest possible date of the ocean bill of lading)

Presentation date: 15.08.2010 (Identifies the date on which the documents must be presented to the bank)


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Number of days: 120 Days (If the goods are delivered before the planned deadline, there is a time limit within which the documents have to be presented at the bank. If this time limit is exceeded, the financial document expires although the date specified in the Presentation Date field has not been reached)

Incoterms: EXW – RAJAHMUNDRY & PRESS ENTER

Click on DOCUMENTS Tab

DOCUMENTS TAB:

List of documents configured will be displayed. Enter the number of originals & copies sent and mark the status as 'Completed'.

Click on BANK Tab

BANKS & TEXT TAB

No mandatory information is required

The details which you maintained in the GENERAL DATA Tab all the details are automatically come to here. If you want the other bank details like Negation bank or conformation bank or notifying banks, then click on it and the click on BANK DATA button and maintain all required fields data.


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sapevent:DOCU_LINK%5CDS:DE.AHDAT



If you want to maintain any text times then you can writ it in the TEXT Tab

Then click on STATUSTab

This Status Place a Vital role during Sale Order creation as well as Letter Of credit creation

1. Maintain the Date and time of creation and if you want you can maintain the description

2. To use the Financial document in Sales order Click on D Switch

Document is available and can be used.

3. Then maintain date and time in the D field


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Then Click on to check the document.

You have to get the STATUS as GREEN color

Then Save the Document.

Then Press Enter

And Click on

You will be getting the Financial Document number at the bottom

Then maintain this financial document number in the Sales order >> Header Data >> Billing document Tab >> financial doc Number: 41

And maintain the % of Depreciation:

Then click on the Document.

Configuration steps for automatic picking

By Bageerath Cheryala, Answerthink

Automatic picking happens with an output type “WMTA” - Automatic TA, we need to maintain an output condition record using t code: VV21.

Configuration steps for automatic picking....


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1. WM should be active at delivery item level, t code: OVLP. Check “relevant for picking”.

2. To trigger WM transfer order in the delivery document we need one more config step in the IMG, for this go to SPRO Enterprise Structure Assignment Logistics Execution Assign warehouse number to plant/storage location.

3. Along with these settings we also need WM consultants to configure the WM settings. This includes the settings related to lean WM or central WM.

4. Number range for pick order should be maintained, for this go to SPRO Logistics Execution Shipping Picking Define number ranges for pick order.


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5. Assign the output procedure for the delivery type, t code: v/71, or SPRO Logistics Execution Shipping Basic shipping functions Output control output determination maintain output determination for outbound deliveries Assign output determination procedures.

6. During maintaining a condition record for WMTA output type you can have any key combination as per the business requirement. In this system I have selected a key combination of Delivery type and shipping conditions.

Maintain the medium as “8 – Special function” and dispatch time as “4 – Send immediately”

This concludes the configuration and master data maintenance for automatic picking.

Configuration steps for automatic packaging


Automatic packing has some typical configuration and master data settings, see below:

1. Maintain number ranges for handling units, menu path SPRO Logistics Execution Shipping Packing Define number ranges for Handling Units.

2. Delivery type should be activated with Automatic Packing, menu path SPRO Logistics Execution shipping Deliveries define delivery types


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3. Define packaging material types Menu Path SPRO Logistics Execution Shipping Packing Define packaging material types.


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4. Define material groups for packaging materials, menu path: SPRO Logistics Execution Shipping Packing Define material groups for packaging materials.

5. Define allowed packaging materials, menu path: SPRO Logistics Execution Shipping Packing Define allowed packaging materials.

Along with these basic settings we also need to configure in handling unit management module for automatic packing.

6. Maintain packing transaction profile, menu path: SPRO Logistics General Handling Units Management Automatic Packing Maintain packing transaction profile. “T code: OVHU2”

Select the transaction profile “0002 – Outbound Delivery” and go for details. Check “start automatically” in the details screen as shown below.


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Also maintain the determination procedure for packing instructions as shown in the above screen.

7. Determination procedure for Packing Instructions. Menu path SPRO Logistics General Handling Units Management Automatic Packing determination of packing instructions.

Handling units work based on the condition technique, configure all necessary config settings for condition technique to work appropriately.

I used the procedure as “ZAU001 - Auto Pack Ref Material” and determination type as “ZSHP - Auto Packing Ref Mat”

Access sequence that I used is ZSHP with a condition table “499 - Reference material for materials packed in same way”

8. Maintain the master data for the packing instructions “t code: POP1”, menu path: SAP Easy Access Logistics Central functions Handling Unit Management Master data Packing Instructions Create/change/display.

9. Further maintain packing instruction determination record. “T code: POF1”, Menu path: SAP Easy Access Logistics Central functions Handling Unit Management Master data packing instruction determination record create/change/display.

10. Final master data settings need to be done in material master data under basic data tab and plant/general data tab for finished goods and also for packaging materials.

These are the 10 important steps to configure automatic packing during delivery processing.

Configuration steps for automatic Batch determination in delivery



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To trigger the batch number in the delivery document automatically we need to do necessary configuration and master data maintenance.

1. Batch management works on condition technique, menu path: SPRO Logistics General Batch management Batch determination and Batch check.

Here we need to create new strategy types if necessary and access sequence if necessary, and also batch search procedure if necessary

2. Allocate the SD batch search procedure using the menu path: SPRO Logistics General Batch management Batch determination and Batch check Batch Search Procedure Allocation and check activation Allocate SD search procedure/Activate check.

3. Activate Automatic Batch Determination in SD using menu path: SPRO Logistics General Batch management Batch determination and Batch check Activate Automatic Batch Determination in SD. Here we have two options, 1. To activate batch determination for sales order item and 2. is to activate batch determination for delivery item, upon the requirement we can activate at both the places,


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But in general batch are activated only at delivery item level.

4. If we need shelf life expiration date for the batch we need to create a class using “t code: CL01”, type in a name for the class and select the class type as “023 – Batch” and maintain the characteristics as LOBM_VFDAT and LOBM_HSDAT (this for production).

5. Once the class is created go to material master under classification tab and maintain the class created.

6. One more important setting in the material master is to check the batch management. This need to be done before you process the material for orders.


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7. Go to create batches for materials using t code: MSC1N or menu path: SAP Easy Access Logistics Central Functions Batch Management Batch Create/change/display.

You can create new batches for the materials and also maintain the Shelf life expiration date (SLED) in the batch master.

8. so as to determine the batch automatically we need to maintain a condition record for batch search strategy type using t code: VCH1 or menu path: SAP Easy Access Logistics Central Functions Batch Management Batch Determination Batch Search Strategy for sales and distribution create/change/display.

During the maintenance, maintain the class also in the condition record.

These steps will automatically trigger batch management during delivery processing. System will allot the batch automatically upon the availability of the stock in the batch.

Automatic Printing of a Sales Order Document immediately after saving the document in VA01

By Kiran Saka, YASH Technologies

This scenario shows how to print a document whenever a sales order from VA01 is created immediately after saving the application.

Before that we need to maintain the configuration in the NACE transaction.

Step 1: Go to transaction NACE and select the application V1.This is a standard application to confirm the sales order.


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Step 2: Click on condition records.

a) It is used to set the values to process the output type based on the Business rule. The following screen will appear.

b) Double click on the BA00. The following screen will appear. Select the any one key combination based on the business rule.

For example, if you want process the appropriate output by giving the Sales Organization, Distribution channel, Division and customer then select the first one. This means it processes the output only when the values found with this combination.


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c) Set the values and click on Execute/F8 button. Consider the values according your database.

d) Provide the customer and partner details and in the Medium click on F4 help. You can see the list of available mediums. Select the medium 1 i.e. print output.

In date/time filed click on F4 help and select time 4(Send immediately when saving the application). If we don’t select this option it won’t process the output immediately when saving the application. Maintain the language also.


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e) Now click on Communications button to set the printer properties. Maintain your own printer settings and don’t forget to check the filed ‘Print Immediately’.

The configuration to print the document automatically when saving the application is completed.

Step 3: In order to process the output type we require programs and forms.

The programs and forms to process the output are readily available in SAP system. There are some standard programs and forms are pre configured in the NACE transaction.

a) Go to NACE, select V1 and click on ‘Output Types’.


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b) Select BA00 and double click on ‘Processing Routines’.

c) The following screen will appears. Here we can find programs and corresponding forms to process the outputs for different mediums. As per our requirement the corresponding program and forms are preconfigured in the Print output Medium. If we want make our own Z program and Z form, simple just replace it in the corresponding fields in the Print Medium.


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Step 4: Now go to transaction VA01. Give the values we mentioned in the condition records and press enter.

Order type : ORSales Organization : 0001Distribution Channel: 01Division : 01

a) Enter the sold-to-party or customer as 1000 and enter the Item details.


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Once the data is entered click on save button. Now the document will automatically print the document. Before that if you want to check the configured output type. Follow the steps.

b) Go to transaction VA02 and enter the created sales order number.

Now Go to Extras Output-Header-Edit. The following screen will appear.


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Here we can see two types of statuses.

The Yellow color indicates that it is ready to process. It will automatically come into the picture because we configured the values in NACE transaction. Whenever system found these values (0001, 01, 01, 1000) it will automatically process the above output. We need not to give the output parameters every time the document is to be printed.

The Green color indicates that the document is successfully processed.

c) Select Back button and click on SAVE. The document will automatically go to the printer. Now you can collect the document from the printer.

Output:


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Material listing and exclusion in SAP SD

By Rajeshwar Rao Gadiraju, Yash Technologies

Material listing and exclusion lets you control which materials specific customers may or may not buy. For example, if you create a material listing for a specific customer, the customer can only order products from that list. You can also create a master record for material exclusion for a particular customer. Then the customer can not order excluded materials from you.

SAP provides standard Procedures for Listing and Exclusion.

A00001 Listing B00001 Exclusion

Tables containing fields are assigned to Access Sequence, Access sequence are assigned to condition type and condition types are assigned to Procedures and these procedures are assigned to order type.

IMG sales and distribution Basic Functions Listing / Exclusion


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Procedures for maintaining listing / Exclusion.

These are the standard Procedures.


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Here we will copy the standard procedures.

Select A00001 and click on copy, name it as ZA0001

Press enter and click on copy all

Press enter


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Listing Procedure ZA0001 is created.

Click on save and create a new transport request

Similarly copy B00001 to ZB0001.

Press enter and click on copy all.

Press enter.

Click on save

New exclusion Procedure ZB0001 is created

These Exclusive and Listing procedures has to be assigned to order type.

Select your procedure and click on control data


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Standard condition type A001 is assigned to Listing procedure

Similarly Standard condition type B001 is assigned to Exclusive Procedure

Come back and click on Maintain Listing / exclusion types

Access sequence A001 and B001 are assigned to condition type A001 and B001.


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Come back and click on

Select A001 and click on Accesses.

Access sequence A001 contains 501 and 001 tables


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Similarly click on B001 and click on accesses.

Access sequence B001 contains table 001.


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Give the table name as 001 and press enter.

Table 001 contains fields of material and customer.

Come back and click on activate listing or exclusion by sales order type from same menu. (OV04)

Here we are assigning listing / Exclusive procedure to order type (ZOR).

Click on SAVE


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Transaction code for maintain Listing / Exclusion for a material. VB01

In this demo tutorial I am going to show how to use Exclusive condition type.

Now maintain material and customer combination for our Exclusive condition type, since we are using Exclusive condition type, so whenever an order is created based on this combination of customer and material then it shows an error.


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Press enter

Now enter the customer and material number for which you want to exclude the combination.

Click on save.

Transaction for creating sales order: VA01

Try to create an order based on the combination of the above customer and material.


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If you try to maintain the combination it throws an error.

Note:

Partner Functions in Material Listing

Material listing applies to two partner functions in Sales & Distribution: the sold-to party and the payer.

In the standard version of the SAP R/3 system, when the sold-to party and payer are different, the material listing check is as follows:

If the sold-to party has a material listing, the system only checks this listing (no other check takes place). If there is no listing for the sold-to party, but a listing has been created for the payer, the system automatically checks the payer’s listing. If no material listing data exists for either the sold-to party or payer, then the customer may order any material.


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Business Process Procedure for standard third party sales

By Gopal Reddy, Wyvil Systems Inc

1. Business Scenario

a. Business Process Steps

a. Create Third Party Sales Order (VA01) { Purchase requisition will be automatically generated by the system due to the following configurations The schedule line category for third party sales order is “CS”. For the schedule line category schedule line category”, the Order type is defined as “NB” which stands for “purchase requisition standard”, Item categorydefined as “5” which is a “third party item” and “Account Assignment Category is defined as “1” This triggers the generation of purchase requisition automatically by the system.}

b. Create purchase order with reference to Purchase Requisition (ME21N)

c. Create Invoice Verification for Vendor (MIRO) w.r.t Purchase Order

d. Generate billing document to the customer (VF01) w.r.t 3rd party sales order.

2. Inputs/Pre Requisitions

a. Organization Data

Sales organization 3000

Purchase Organization 3000

Distribution Channel01

Division 00

Plant 3000

Storage Location 0002

Ware house Number 001

b. Master Data

Material {Create a Trading Material (material type: HAWA), In Sales Organization 2 view assign Item Category Group as MRP2 view make sure that the procurement type is “F” External Procurement, there should be no warehouse related views, assign MRP Type as “ND” No Planning — Material Number used in this document: 4540

Customer—200193

Vendor --- 400036 (need to create a Vendor if doesn’t have)


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Condition record for price, PR00 @100.00

c. SPRO Configurations

Define the item category –{ TAS Third party Item, Billing Relevance F Order related Billing Doc- status according to invoice quantity}

Define Item Category Group—{ BANSThird Party Item}

Assign item Categories –{ OR BANS TAS}

Define the Schedule line categories—{ CS Leg, Order TYPE NB (Purchase Requisition Standard), Item CategoryAccount Assignment Cat1 (Third- Party)}

Assign Schedule Line Category--- { TAS CS}

SPRO Configurations check for Third Party Sales

1. Configurations list for third party sales in SPRO settings

2. Click on Define the item category and define TAS as Third party Item. Click on Display details icon.


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3. Check whether the Billing Relevance is defined as F {Order related Billing Doc- status according to invoice quantity}. Click on logoff button.

4. Click on Define Item Category Group— BANSThird Party Item. Click on Logoff icon


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5. Click on Assign item Categories and assign standard order type OR to third party item category group BANS and item category TAS. Click on Logoff Icon


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6. Click on Define the Schedule line categories and define the schedule line category as CS Leg

7. Click on display details icon and define Order TYPE as NB (Purchase Requisition Standard), Item Category as 5 (Third Party), Account Assignment Cat as 1 (Third- Party)


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8. Click on Assign Schedule Line Categories and assign item category TAS to schedule line category CS

Material Master:


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1. Create Material as trading goods and under sales organization 2 select the item category group as BANS.

2. Under MRP1 view, make sure to select MRP type is selected as ND-> no planning.

3. Under MRP 2, make sure procurement type is selected as “F” External Procurement.


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Business Process Steps

1. Create 3rd party sales Order (initial screen) T-Code VA01

2. Sales order overview screen. Enter the sold to party, material, quantity and storage location and hit enter.


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3. Sales Order: Purchase Order Scheduling Screen. Click on continue


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4. Schedule line for the third party standard sales order


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4. Pricing condition maintained for the material

5. Check for completion and save the document.

6. Enter TCode ME5A in the command bar and hit enter.

List of purchase requisitions screen. Enter material and plant


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7. Click on the purchase requisition number.

8. Purchase requisition for the standard third party sales order created. Double click on PR no to check the source of supply and other details > Back.

9. Enter TCode ME21N in the command bar and enter.


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Create purchase order w.r.t PR.

Click on the document overview screen at the top left corner of the screen.

Click on the ‘variants’ icon and Select the purchase requisition and click on “adopt” icon under the document overview.

10.Check the purchase Order tabs such invoice etc.. and save the document.

11.Enter MIRO in the command bar to create Invoice verification for vendor. Enter the company code and hit enter.

12.Enter the invoice date, amount, and at the item level, change the tax code to I0 (A/P sales tax exempt), and jurisdiction code to IL0000000 and click on Simulate.


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13.Check the GL accounts.

14. Click on Save/Post


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15. Enter VF01 to create billing document for the customer and hit enter.

16. Overview of the billing items.

17 Save the billing document

Document Flow of the Standard Third Party Sales Scenario


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Output determination configuration

By Jayanta Bej, Capgemini

Sales order confirmation

1. Maintain output types (Transaction: V/30 or Sales & Distribution -> Basic Functions -> Output -> Output determination -> Output proposal using the condition technique -> Maintain output determination for sales document -> Maintain output types)

1.1. Select and copy BA00 to ZA00

1.2. Access sequence 0003 (Sales org / customer). If one of these is not suitable then you need to maintain condition tables


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1.3. Change Transmission. Medium to 6 (EDI), partner function SP (Sold to), Time (4 = immediate)

1.4. Check access to conditions and check off multiple issuing

1.5. Save

2. Assign output determination procedure (Transaction V/47 or Sales & Distribution -> Basic Functions -> Output -> Output determination -> Output proposal using the condition technique -> Maintain output determination for sales document -> Assign output determination procedure)


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2.1. Create a new entry for ZA00, medium 6, function SP and order confirmation.

3. Maintain output determination procedure (Transaction V/32 or Sales & Distribution -> Basic Functions -> Output -> Output determination -> Output proposal using the condition technique -> Maintain output determination for sales document -> Maintain output determination procedure)

3.1. Check Assign output determination procedures -> Allocate sales document header (Transaction V/43) for the Output procedure being used for order OR and BA00 and you’ll find that it is linked to V10000

3.2. Select V10000 (Transaction v/32) and choose control

3.3. Add a new step for your new output type. Eg. Step 40 (Next Step in sequence), Counter, Type = ZA00 and requirement 22 (Requirement tells when the output is required to be fulfilled. Ie. After order confirmation, after goods issue, …)


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4. Create condition records (Menu path: Logistics -> Sales & Distribution -> Master data. Output -> Sales document – Create)

4.1. If required select the appropriate key combination (in this case the Sales org / customer relationship)

4.2. Enter the customer number (QWM000 in this case) and enter. The rest of the values should be read in except the partner number.


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4.3. Enter the required partner number (QWM000 in this case). This is the partner that will be EDI’d the data. It is useful when you have multiple SAP customers that need to send messages to 1 partner. Eg. All the Wal-Marts send their invoices to 1 office. You would then have a list of customers, relating to each Wal-Mart, pointing to 1 Wal-Mart partner that will receive all the EDI docs.

Advance shipping notification

Similarly the output type was copied from LALE to ZALE and linked to partner QWM000

Based on when a delivery note is created (Transaction V/36)

Invoice

Similarly the output type was copied from RD00 to ZD00 and linked to partner QWM000

Based on when a delivery goods issue is posted. (Transaction V/42).

Scheduling agreement to invoice cycle

By Anirban Basu, Tata Consultancy Services

This document focuses on the cycle between creating a scheduling agreement to invoice verification

Go to transaction ME31L.


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Go to Tcode ME38.


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Release Scheduling Agreement ME35


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GR through MIGO


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Display the generated Material Document.


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Go to MIRO and do invoice verification of the material document and PO.


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Special Processing Indicator

By Rani

The Special Processing Indicator defines the mode of shipment to be used for an order and applies the corresponding shipping costs based on the mode used. Express shipping or special tariffs are forms of special processing.

Following is the process of defining “Special Processing Indicator”:

Go to transaction SPRO -> Logistics Execution -> Transportation -> Define Special Processing Indicator

Following screen appears:

Click on New entries.

Add a Special Processing Indicator.


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Save your entries.

All entries regarding the “Special Processing Indicator” are stored in the table TVSAK and the texts for the same are stored in the table TVSAKT.

Following is the procedure to set the “Special Processing Indicator” in the Sales Order:

Open any of the available Sales Order (Transaction VA02):

Click on “Display doc. Header details” (highlighted above):


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Click on the tab “Shipping”

Enter the value in the field “Special Processing Indicator”:


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This value is stored in the field SDABW of VBAK table.

Assigning number ranges for different customer account groups

By Teja

Scenario: To define two customer groups, domestic and international, and assign different number ranges.

Go to transaction OBD2


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Click on new entries.

Similarly create for international customer.


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Now to assign number ranges, go to transaction XDN1.

Click on Change intervals. Following screen appears:


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Click on New interval.

Enter the information as shown above. Click on insert.

Similarly create number range for international customer.


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Now we need to map the customer account group and the number range created above.

Go to transaction OBAR.

Search for your entries in the table control above (in this case, it is ZDC, ZIC)


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Enter the number range corresponding to the domestic customer.

Similarly enter for international customer as well.

Save your entries.

Now, when a domestic customer is created:

When an international customer is created:

Variant Configuration for a BOM

By Bageerath Cheryala

A material CYCLE is created as a configurable material with Gen. Item category group as 0004 and Item category group as ERLA. Also material CYCLE is a BOM material, which has sub items.

Go to Transaction code: MM01. Do the following:

1. Basic Data 2 Screen: Set ‘Material is Configurable’ Indicator


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2. To determine item category TAC in sales order, maintain a suitable item category group such as 0002 3. MRP 2 View: Procurement type ‘E: In house Production’ 4. MRP 3 View: Strategy Group. ’25: Make-to-order for configurable’ used for demo 5. MRP3 View: Availability Check ’02: Individual Requirement’ 6. Classification view: Attach the variant class

Go to tab classification and select the class type Variants-300 as shown below.


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Assign the class CYCLECLASS in the assignments area.

The class CYCLECLASS is created with the class type 300 (Variants) for the material cycle.

Transaction Code: CL01.


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Now maintain the characteristics as shown below in the screen shot.

1) CYCLETYRES 2) SYSTEM

3) CYCLEMODEL 4) CYCLEPRIZE

Now the characteristic CYCLETYRES was created with character format.

Transaction Code: CT04.


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Go to the values tab and maintain the characteristic values and description as per the requirement.

Now the characteristic SYSTEM was created with character format.

Now Go to Transaction Code: CT04.


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Now the characteristic CYCLEMODEL was created with character format.



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Now the characteristic CYCLEPRICE was created with character format. This characteristic is allowed for multiple values.



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Go to the additional data tab and maintain the table name as SDCOM (which links Sales and Distribution with Variant configuration) and field name as VKOND.

Now we have to maintain the dependencies for the class CYCLECLASS. The dependency CYCLEPRICE is created for the class. Go to dependency editor as shown below.


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Transaction Code: CU01.

Maintain the dependency editor for pricing the material CYCLE based on the required combination.

Also we need to maintain the configuration profile for the material CYCLE.

A configuration profile CYCLE is created for the material CYCLE and set the status as released.

Go to Transaction Code: CU41.


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The necessary settings need to be maintained for the configurable material CYCLE to explore in a sales order.

We have to create the variant conditions for the characteristics maintained in the class CYCLECLASS. Then go to configuration or press F8 as shown below.

Transaction code: CU50.


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Select one of the characteristics and go for its value and press the icon assign variant condition. Like wise we can maintain the variants for all the char. Values of the characteristics.

This is the variant as specified as medium range which should have the condition records maintained for VA00 and VA01.


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Finally maintain the condition records for the condition VA00 by using the transaction code: VK11.

The below specified conditions are active for the material CYCLE.

Now let us create a sales order. As the material is a BOM material it should explore with the sub-items and also should give us the screen to select the required material.


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Press enter for the various characteristics of the material.

As the material CYCLE is a configurable material, we can choose various options for the material as shown below.


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The material CYCLE is exploded with the sub-items and the net value is directly calculated based on the variants maintained for condition type VA00.

The BOM components for material CYCLE are:

Transaction Code: CS02.

RIM, PEDDLE, TYRES are the sub-items for material CYCLE.

This is the complete overview of the variant configuration for a BOM material.


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Understanding Material Determination

By Tejaswini

Material Determination is a technique to determine the material to be used in the Sales Order. For e.g.,

1. Substituting one Material to another in the Sales Order.2. Special gift-wrapping of a material for a festive season.3. Swapping customer’s material number to our own material number.

To configure the Material Determination:

Go to SPRO -> Reference IMG -> Sales and Distribution -> Basic Functions -> Material Determination -> Maintain Prerequisites for Material Determination (As shown in the screenshot below):


We would go by step-by-step for the Material determination.


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The first step is “Maintain field catalog”. This screen can also be accessed from the transaction OV26.

Field catalog contains fields used by the system to determine substitution materials in the Material Determination procedure. Click on “Maintain field catalog” in the screenshot above. Following screen appears:

For our demo purpose, we would work on only MATNR (Material Number). Scroll down the list to find the field MATNR.


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Click on Backspace and come back to the main screen:

Click on “Display Condition tables”


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Use F4 help to select a table.

Select 001 from the list and press Enter.

Following list appears:


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For our demo purpose, we would go ahead with this condition table.

Go back to the earlier screen.

Now click on “Maintain access sequences”. Access sequence is a sequence of steps SAP follows in order to obtain the condition record.


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Select A001 and click on “Accesses”

In the above screenshot, the first field “No” is the access number. The access number is the order in which the system will read the access sequence. For e.g., if the access numbers are 5,10,12,15 and 20, then the system would start with the lowest entry (in this case it is 5). It would proceed further to 10 if it is not able to process 5. If no record found, then no material determination would be carried out.

Select the record and click on Fields.

Now let us check out the Condition Types available. Go back to the earlier screen and click on “Define condition types”. Following screen appears:


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Now let us check out the procedures configured in the system:

Select a procedure and click on control data.


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Assigning Procedures to Sales Document Types:

In this step, we would assign the above procedure to Sales Order document type.

Go to Transaction OV14 or go to Transaction SPRO -> Reference IMG -> Sales and Distribution -> Basic Functions -> Material Determination -> Assign Procedures to Sales Document Types (As shown in the screenshot below)


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Scroll down the list for the order “OR” (Standard Order)

Now to maintain the substitution reasons:

Go to Transaction OVRQ.


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In this screen, you can maintain the substitution reasons.

Maintaining Materials for substitution:

Go to Transaction VB11 or follow the navigation shown in the screenshot below:


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Enter the condition type in the above screen and click on Enter.

Maintain the substitution material information and click on Save.

Testing

To test the condition records, let us go to transaction VA01 or VA02:


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In the above screenshot, we have entered the material T-F299. Now press ENTER.

In the above screenshot, you can observe that the material is automatically converted from T-F299 to T-F499.


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MRP: PR to PO Conversion

By Aparna

Go to Transaction SU3 and under Parameters Tab find the Parameter ID "EVO" and check if any value is assigned. If so, make a note of the value.

Now go to transaction SPRO

Click on SAP Reference IMG -> Material Management -> Consumption-Based Planning -> Procurement Proposals --> Define Conversion of Purchase Requisition into Purchase Order (as shown below)


Check for the value we have noted earlier (the value of the parameter EVO in SU3). Select the read and check the check boxes appropriately. We have to select at least one of the check boxes from RefPRs or A/P PR to have all all items copied to PO. Please use the F1 help for detailed information on the check boxes.


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Maintaining Shipping instructions

By Virender Varma

Shipment Instructions are used to instruct the carriers or forwarders or drivers anybody who actually would be shipping your goods from your warehouse to the customer's site. This instructions could be asking the driver to Handle the goods with care or might be instructing him to make sure the delivery is at the customer premises by so and so date and time or once the delivery is handed over to the customer taking a receipt signature from the customer.

Example if you order something from a store , after the goods are shipped to you the driver takes a signature on a receipt note or collects the check or cash form you or takes the inspection done signature, this is the shipping instructions for the driver.

Shipping instructions are maintained in the delivery document itself (Transaction VL01N).

In the delivery document, click on GOTO-->Header-->Text

Here we can maintain the shipping instructions.

Extending/Reducing the credit limit for a specific period

By Subramanya

Go to transaction OVA8


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Select the required record and click on “Change”. Following screen appears:

As noticed in the above screen, we can maintain the percentage by which the credit limit should be either extended/reduced and also can provide the period for which it is applicable. Following is the F1 help screenshot of the same:


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Following is the screenshot after entering some values in the “Credit Limit Seasonal Factor”:

Differences between Credit Note, Credit Memo and Credit for returns

By Genildo

Credit Note, Credit Memo and Credit for returns are all the same and used interchangeably. In general, Credit Note and Credit Memo are used to pass the credit to the customer if they are charged too much.

"Credit for Returns" is used to return the amount to the customer when the defective products are returned, or a complaint is made about a service performed.

Configuring credit card for the orders


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By Genildo

To implement the credit card functionality in SAP, do the following:

Go to transaction VOV8.

Select the required order type and double-click on the same.


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Scroll-down the window to find the following fields:

In the highlighted section above, we mention the payment type. In the "Paymt card plan type" select the value "03 (Payment card)" or use F4 functionality to select the same. Here are the F4 values:


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In the checking group, enter the value "01(Standard)".

Differences between Cash Sales and Rush Order

By Ayub

Cash Sales: In this type of order CS, as soon as you save the sales order the delivery is automatically created as same date and billing will also be generated at the same date as soon as you save the delivery document.

In a rush order, the customer picks up the goods immediately, or you deliver them on the same day as when the order was created. When you save the rush order, a delivery is automatically created in the standard system. Billing the rush order takes place as normal, after the delivery. In the standard system, sales document type RO is saved for rush orders with immediate delivery type LF. Once the goods have been removed from storage, the goods are picked, and goods issue is posted. Once the billing documents are created (for example, in collective processing), invoice papers are printed and sent to the customer.

Rush Order: In this type of Order RO , The delivery will be created as soon as you save the sales order. But you bill the customer later.

In cash sales, you can process an order for when the customer orders the goods, picks them up, and pays for


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them immediately. The delivery is processed at the same time as when the order is created and a cash invoice is printed immediately: billing is therefore related to the order, unlike rush and standard orders. Receivables are not created for the customer, as they are for rush and standard orders because the amount in the invoice is immediately posted to a cash account.In the standard system, sales document type BV (CS) is saved for cash sales with immediate delivery type BV.When the sales employee creates a cash sale, the system automatically proposes the current date as the date for delivery and billing. Once the order has been posted, a delivery with type BV is created immediately in the background and the system prints a document that is used as an invoice for the customer. The invoice papers are controlled with output type RD03, contained in the output determination procedure for order type CS.

Order to Cash Cycle

By Nageshwar

A customer orders some items from your company by creating a sales order (Tcodes: VA01, VA02, VA03, Tables: VBAK, VBAP etc).

Your company decides to deliver the items ordered by the customer. This is recorded by creating a outbound delivery document (TCodes:VL01N, VL02N, VL03N, Tables: LIKP, LIPS etc).

Once the items are available for sending to the customer, you post goods issue which reduces your inventory and puts the delivery in transit. This will create a material document. You will post goods issue using VL02N but the material document created will be stored in tables MKPF, MSEG.

You will then create shipment document to actually ship the items. (Tcodes: VT01N, VT02N, VT03N, Tables: VTTK, VTTP etc).

You finally create a sales billing document. (TCodes: VF01, VF02, VF03, Tables: VBRK, VBRP etc). This will have a corresponding accounting document created that will be in BKPF, BSEG tables.

When customer pays to your invoice, it will directly hit your AR account in FI.

You will have to remember that these are not a required sequence. Some times, you may configure your system to create a SD invoice as soon as you create a sales order or you may not create a shipping document at all.


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This is the position where Functional Consultant would come into picture and study the company's order to cash process and configure the SAP system to do so.

Enterprise Structure Configuration

By Santosh

Enterprise Structure:

1. Maintaining Sales OrganizationSales Organization is an organizational unit responsible for the sale of certain products or services.IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check Sales organization

2. Assigning Sales Organization to Company CodeThis assignment ensures all the sales made through this Sales Organization are accounted for in the assigned Company Code (Company Code is created by FI Consultant).IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign Sales Organization to Company Code

3. Maintaining Distribution ChannelDistribution Channel is the way, in which Products or Services reach Customers.IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check distribution channel

4. Assigning Distribution Channel to Sales OrganizationThis assignment ensures, a Sales Organization can supply Materials to Customers through this Distribution Channel.IMG -> Enterprise Structure -> Assignment -> Sales and Distribution > Assign distribution channel to sales organization

5. Maintaining DivisionDivision is a way of grouping materials, products, or services.IMG -> Enterprise Structure -> Definition -> Logistics - General -> Define, copy, delete, check division

6. Assigning Division to Sales OrganizationIMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign division to sales organization

7. Setting up Sales AreaAll the sales are made from a particular sales Area. For creating a Sales Order Sales Area is compulsory.IMG ->Enterprise Structure -> Assignment -> Sales and Distribution -> Set up sales area

8. Assigning Sales Organization- Distribution Channel- PlantPlant is created by MM Consultant.IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales organization - distribution channel - plant

9. Define Shipping PointsShipping Point is the Organizational element, which is responsible for shipping the Materials to the Customers.IMG -> Enterprise Structure -> Definition -> Logistics Execution -> Define, copy, delete, check shipping point

10. Assigning Shipping Point to PlantThis assignment ensures that goods from different Plant can be dispatched from different Shipping Points.IMG -> Enterprise Structure -> Assignment -> Logistics Execution -> Assign shipping point to plantNote: Ensure to do the under mentioned configuration also though it is not in Customizing node of Enterprise Structure.

11. Defining Common Distribution Channels for Master Data UseThe purpose of this activity is to define distribution channels which have common master data..Procedure


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Access the activity using one of the following navigation options:IMG Menu -> Sales and Distribution -> Master Data -> Define Common Distribution ChannelsTransaction Code: VOR1

12. Defining Common Divisions for Master DataUseThe purpose of this activity is to define distribution channels which have common master data..ProcedureAccess the activity using one of the following navigation options:IMG Menu -> Sales and Distribution -> Master Data -> Define Common DivisionTransaction Code: VOR2

Configuration of Pricing Procedure

By Santosh

In SD, the steps to configure Pricing procedure are as under:Step 1:Condition table: If existing condition table meets the requirement, we need not create a new condition table. Considering the requirement for new condition table, the configuration will be done in SPRO as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Table (select the required fields combination, which will store condition record).Step 2:Access Sequence: If existing access sequence meets the requirement, we need not create a new access sequence. Considering the requirement for new sequence, the configuration will be done in SPRO as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Access Sequence (Access sequence is made up of Accesses (Tables) & the order of priority in which it is to be accessed. Here we assign the condition table to access sequence.Step 3:Condition Type: If existing condition type meets the requirement, we need not create a new condition type. Considering the requirement for new condition type, the configuration will be done in SPRO as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Type. It is always recommended to copy an existing similar condition type & make the necessary changes. Here we assign Access sequence to Condition type.Step 4:a. Pricing Procedure: It is recommended to copy a similar pricing procedure & make the necessary changes in new pricing procedure. Pricing Procedure is a set of condition type & arranged in the sequence in which it has to perform the calculation. Considering the requirement for new Pricing Procedure, the configuration will be done in SPRO as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure --> Maintain Pricing Procedure.b. Pricing Procedure: After maintaining the pricing procedure the next step will be determination of pricing procedure. Configuration for determining pricing procedure in SPRO is as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure --> Determine Pricing Procedure.Step 5: Condition record: Condition record is a master data, which is required to be maintained by Core team / person responsible from the client. During new implementation, the condition records can be uploaded using tools like SCAT, LSMW, etc.

Multi-level Packaging in Delivery

By Santosh

Before creating the packaging material you have to go to:IMG-Logistics Execution-Shipping -Packing.

Define packaging material types- it can be anything like boxes crates, etc. in this you have to maintain the output determination procedure, output type, plant determination, packaging material category, generate delivery items, number assignment. you can copy from standard also.


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Then go to define material group for packaging materials - here you maintain the four digit code and the description. Actually, this group is nothing but similar products which require similar packing products. For Ex. Nokia Phones all types they are basically packed first into a polythene bag. So here nokia phones can become a material group for packaging materials and polythene bag can become the packaging material type which can include different sizes and types of polythene bags.

Define Allowed Packaging Materials - Here you assign the shipping group for packaging materials to the packaging material type. This is related to your material master data of the packaging material which you create.

Now go to MM01 to create a packaging material. use material type as Packaging material then inside the system will take the item category group as VERP. Then in the Basic Data1 screen you have the material group for packaging material (MGPM). Select the proper one. Now in the Sales:General/ Plant screen you have to maintain data regarding the packaging. you select the MGPM same as the basic data 1 screen, then select the packaging material type, the allowed pkh weight, allowed pkg volume. This is important because if the weight of your finished item is 2 KG and in the allowed pkg weight you enter only 1.5 KG, then while you carry out the packing process in delivery, the system will give you error," packaging weight exceeded." The assignment in the IMG creen for Define allowed packaging materials should be same as u mention in the material master. Then save your material master for packaging material.

VA01 create the order, save it. VL01N enter shipping point, go to edit - pack- you will face a screen with 2 parts. In the top part you

select your packaging material in which you want to pack your finished item, enter the system will assign a number to that material. Now select the Material in the top part and the finished one in the lower part and click on the Icon Pack. Here one thing has to be taken care of. Suppose if you want to pack only one finished item in one packaging material, then in the lower part of the screen you have a field for partial quantity here you change it to 1. system will prompt quantity changed. now you select the material in the top part and the one in the lower part and click on the PER PART. QTY ICON. In this way the system will pack only one finished item in a single packaging material. Packing is done go back, select the picking and do the PGI. save the delivery and create the invoice.

HANDLING UNITS. (Used for Multi level packing)Basically handling units come into picture when you want to carry out multi level packing. suppose you want to pack Nokia phone first into a polythene bag, then this polythene bag is again packed in to box. like that. then this box will become a handling unit. For this go to :IMG - Logistics General - Handling Unit Management - Basics.

First create all your packing materials using MM01 and type as packaging material. Maintain all the assignments in IMG in Logistics General.

In basics you do the same thing as you did in the packing in logistics execution. like you create the packaging material type, then MGPM and their assignment.

Then go to External Identification - and maintain the number ranges for the handling units that you want and assign the same to your packaging material type.

Now that you have done everything, create the order, save it, in VL01N, enter shipping point, go to edit - pack - do the same thing as i have told you in the step no. 6 (above). now after doing select the PACK HUs TAB . NOW IN THIS SCREEN IN THE TOP PART YOU WILL SEE THE ALREADY PACKED MATERIAL. In that same part again select your next packaging material that is BOX. enter the system will assign the number to the BOX.

Now select the material which you have just entered and the materials which were already packed in the lower part of the screen and click on the ICON PACK.

In the same way again in the top part of the screen you select your next level packaging material and press enter. the system will assign a number to it. now select the material you have just entered and the previously packed material in the lower part of the screen and click on the icon PACK.

In this way you can carry out multilevel packing. just take care of the allowed packing weight and the number of units you have to pack in the next packaging material.

Configuring Availability Check


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By Santosh

Availability check

1. Availability check is an integral part of the business process that determines if the required delivery quantity can be met on a required delivery date. For this purpose the system takes into account pre-delivery activities such as scheduling for picking or packing times and the time taken to produce or obtain the material. It also performs several background functions such as Backorder processing, rescheduling and ATP quantities.

2. Backorder processing: processing of a sales order that has not been fully confirmed or not confirmed at a certain delivery date.

3. Rescheduling: is a proposal of how – confirmed quantities already assigned to a sales order can be reassigned to other sales orders that have a higher priority.

4. Available to promise (ATP): is a process of checking the available quantities of a material. The ATP quantity consists of warehouse stock + planned receipts (incoming stock) – planned issues (outgoing stock). to examine stock on hand (CO09) proceed to logistics – sales & distribution – sales – environment – availability overview.

5. Replenishment lead time (RLT): is the time taken for the material to become available either internally (in house production) or externally (from a vendor). The most important things to consider during an external procurement are purchasing and MRP2 (procurement) views of MMR where the processing time for purchasing, planned delivery time and goods receipt processing time are taken into account. On the other hand internal procurement is based on in house production time (MRP 2 view) goods receipt processing time or alternatively RLT time, which is found on MRP 3 view.

6. RLT (Replenishment Lead Time) is the time taken for the material to become available. RLT is only used when doing an ATP check (Available To Promise). The value of RLT for a material is specified on material master record.

7. There are three types of availability checks – o Check on basis of ATP quantities.o Check against product allocation.o Check against planning.

Configuring Availability check through Checking Groups

1. The checking group + checking rule determine how the availability check is to be performed.2. The checking group determines whether and how the system checks the stock availability and

generates requirements for material planning. The checking group defines what type of requirements will be passed on i.e. summarized requirements (daily/weekly) or individual requirements for each sales order.

3. The checking rule applies to how the availability check is to be carried out at the transaction level. Note that you must define checking rules for each individual application such as for production orders for example. In Sales and Distribution, the checking rule is specified internally within the system and cannot be changed.

4. The checking rule, in conjunction with the checking group, determines the scope of the availability check for every business operation; that is, which stocks, receipts and issues are to be included in the availability check and whether the check is to be carried out with or without the replenishment lead time.

5. Briefly explaining the above – checking group determines which type of requirement to be passed on to MRP whether it be individual or summarized and checking rule which is at the transaction level and can be configured independently for each application module, determines which stocks, receipts and issues to be taken into account. For performing an availability check checking group has to work in conjunction with checking rule.

6. Advantages of individual processing over summarized processing –Backorder processing is possible.You can access (MD04) order, line and schedule line individually which gives a greater control on available stock and requirements placed on stock.The system automatically uses individual requirements in case of special stock items.

7. Required data for the Availability check to be carried out –


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The Availability check must be switched on at the requirement class level.The Availability check must be set at the schedule line level.A requirements type must exist by which the requirements class can be found.A plant must be defined in the sales order for each schedule line item (in other words plant must be defined for every material in MMR).A checking group must be defined in the material master record in the MRP3 screen in the availability check field.

8. Configuring Availability check and defining Checking Groups –Checking groups are introduced into the sales order based on the setting in the material master record.SAP standard checking groups are 01 – summarized requirements and 02 – individual requirements or you can create your own by copying the standard ones.Total sales and total deliveries columns are there to configure a checking rule to sum up requirements to post to MRP either individually or by day or week.Block quantity required can be set if you want several users to be able to process the material simultaneously in different transactions without blocking each other.The no check indicator is CHECKED when you DO NOT want the system to carry out ATP check.

9. Defining material block for other users – the block check box is an indicator that enables you to block material master records of a particular material during the availability check and restrict other users from accessing same master record and reserve the material. If the block is not set, two users can confirm the same material at the same time for two different orders, not knowing if the stock is available or not. If you select this field, the material is blocked during the availability check and other users cannot: a) Make changes in the material master record. b) Create purchase orders for the material. C) Create orders for the material.

10. Defining default values for checking groups - Checking groups are introduced into the sales order based on the setting in the material master record.However if there is no entry present in the material master record for the checking group, a default value can be set here, depending on material type and plant.This default value will be used by the system depending on the material type mentioned in MMR and plant in sales order.If an entry exists, this default value is over written by MMR.

11. Controlling Availability Check – in this section, you tell the system what stock on hand and what inward and outward movements of stock it must take into account when performing the availability check in addition to whether or not to consider the replenishment lead time.

12. These settings are based on the checking group that is assigned to the material master record and the checking rule that is predefined and assigned to the sales and distribution transaction.

13. These settings carry out control both for sales order and delivery as well. This is due to the fact that you may want to include specific stock or incoming stock for the sales order, yet at the time of the delivery only include physical stock on hand waiting to be shipped.

14. It is possible to indicate to the system that you would like the availability check NOT TO CHECK the stock at the storage location level. This indicator is used to set the scope of the availability check.

15. It is used to switch off the check at storage location level. You create a reservation for a particular storage location. However, the scope of the availability check is set in such a way as to exclude the storage location. In this case, the system carries out the check at plant level only and does not take the storage location into account that is specified in the reservation.

16. Should you not want the system to automatically check RLT, you may indicate so here. RLT is the time taken for a material to become available. It is only used when doing an ATP check and is taken from MMR.

17. defining the elements in the availability check entirely depends on the business needs, but a few tips are given under –When controlling the Availability check at the time of the sales order, a purchase requisition does not necessarily indicate by it is going to come into the plant.A shipping notification on the other hand - a confirmed purchase order – is a good indicator of receiving stock on a specified date.It is always recommended not to select the shipping notifications for the delivery requirements type as you may not actually receive the stock into plant or warehouse for which you are creating a delivery.

SD Terms "Sales Organization", "Distribution Channel", "Sales


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Office", "Sales area", "Division" and "Sales Group"

By Lakshmipathi

1) Sales Organization

An organizational unit subdividing an enterprise according to the requirements of Sales. It is responsible for selling materials and services.

2) Distribution Channel

The distribution channel represents the channel through which salable materials or services reach customers. Typical distribution channels include wholesale, retail and direct sales.

3) Sales Office

A sales office is an organizational unit in sales and distribution which is responsible for sales within a specific geographical area.

4) Sales Area

It is nothing but combination of Sales Organization, Distribution Channel and Division. Only based on the sales area, you will be able to create orders and make despatches.

5) DivisionA division is an organizational unit based on responsibility for sales or profits from saleable materials or services.

Divisions have two main applications: They are organizational units for Sales and Distribution, and they are necessary for business area account assignment for logistics transactions in Financial Accounting. Divisions can be used to describe specific product groups and can form the basis for sales statistics, for example.

Divisions are not used for any functions developed specifically for SAP Retail. However, a single dummy division is provided where necessary.

6) Sales Group

A group of sales people who are responsible for processing sales of certain products or services.

By using sales groups you can designate different areas of responsibility within a sales office. When you generate sales statistics, you can use the sales group as one of the selection criteria.

For example, If sales office personnel service both retail and wholesale markets, you can assign a sales group to each market

Production Planning

MRP Run in background for all Network Plants

By Divakar Rane, Suzlon Energy Limited

Purpose:

To understand how to take MRP Run in Background for All Network Plants, using Transaction Code:-


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MDBT.

Scope: To view Background MRP List.

Method:

Please follow the procedure as given below:

Transaction code MDBT

Menu Path SAP menu Logistics Production MRP Planning Total Planning MDBT--Background MRP


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After filling information please click on Attributes. Here you need to do configuration for Scope of Planning (TCode: OM0E) or you can select single plant also. In Scope of planning you take multiple plants.


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Here you select different option as per your requirement like protect variant.

After Saving Variant you will get Variant SCM VB Saved.

MRP Run in background for all Network Plants

...Previous


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http://www.sapfunctional.com/PP/MRPRun/Index.htm



We need to start our background MRP Run through Tcode- MDBT.

Then go Tcode: SM37- Job Overview


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After Successful completion of Background Job, please select the Job & then Click on Spool

Here you will MRP list generated through Background MRP Job. This list will show which materials are planned with Plant & their exception group.

Typical Production cycle in Process Industry

By R.Balaji, Infosys Technologies

The below production cycle explains the basic business flow in “Process Industry”. The flow is generally focusing only on Production and Quality Management

Simple Production Cycle:

Consider all Raw materials are available in plant and production process yet to start, the following stages are to be followed

1. Create Process Order

Here we are creating a process order based on the capacity of the equipments and resource availability


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2. Release the Process order

Once Process order created, it has to be released for production, means system will check the scheduling, material availability, capacity planning, etc., and then release process takes place

3. Goods issue from the Stores

Once PO got released, goods issue against the process order will takes place

4. Start processing

Product process against the PO will start

5. Confirmation Process

After production, the final out put confirmation from the process will be entered

6. Goods Receipt Process

Goods receipt process plays a major role in any business here we have to do 101 movement type and do the postings. In goods issue process they will issue the goods against PO in 261 movement type.

7. Quality Approval and Release

Once GR from the production was made, the material will come to Quality control for approval. Here QC person will check the material and they will do the result recording and usage decision

8. Stock will appear in Unrestricted use for SALE / Further Process

Once usage decision was made the material will automatically moved into unrestricted use. The FG is ready for sale

By keeping above all points in mind, the following masters and transactions are required to proceed

S. No

Master Trans-action

T-code Description Where has to be used

1 √ MM01 Create Material Used for creating Recipe and further tracking

2 √ CRC1 Create Resource Machine / set of Machines used for making the product

3 √ C201 Create Recipe Here we are calling resource and materials required to make the finished

product4 √ QS21 Create MIC List of specifications to be checked for that

concerned finished goods5 √ QP01 Create Quality Plan Creating Quality Plan6 √ COR1 Create Process

Order Initiating Production Process by creating

Process Order7 √ MIGO with

261 Goods Issue Process Goods issue to Manufacturing unit


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movement8 √ CORK Confirmation

ProcessProduction Output confirmation Process

9 √ QA32 Quality Approval and Usage Decision

QC will approve and release for further process

Step by Step Execution Process:

Scenario Explanation:

REQUIREMENTS:

For a leading Process Manufacturing Company ABC, they are selling the product “FG 1”, the raw materials and resource requirements are listed below

Raw Materials required for making 50kg of Finished Product, FG 1 are

S.No Material Code / Material Type

Material Description Quantity required Unit of Measurement

1 RM l 1 / ROH Raw Material 1 80 Kg2 RM 2 /ROH Raw Material 2 20 Kg3 BP 1 / FERT Byproduct 60 L

Resources required for making 50kg of Finished Product FG1

S.No Resource Code Resource Description Capacity1 CRC-001 Reactor 2KL2 CRC-002 Vessel 4KL

List of MASTERS required for addressing the above scenario

1. Create Materials using MM01 transactions in the following way:

In this screen select “select views” button and extend the following fields


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We have selected basic information entries field. Fill the information and finally select the General plant / storage data and give plant as 1100 and storage as 0001 in case of Raw material.

The same procedure has to be repeated for finished goods and Co-Products, in plant storage data we have to give Plant 1100 and storage 0004.

2. Create Resource master using CRC 1 Transactio


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Here we have to mention the Person responsible and standard value type “SAP1 – Normal Production”.


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Here we are planning to give the controlling area and cost center. Finally save the data. The same procedure has to be repeated for CRC-002

3. Create Recipe using resource and material in T-code C201


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In the above screen we have to enter the material we want to produce “FG 1”, and give the plant code and profile “PI01” then enter.

In the recipe header we have to enter the status as “4” and Usage as “1” , go for Operations screen


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Here we have to call the resource and the description details, for example in reactor CRC-001, the operations like Heating and transfer process will be carried out the same has been explained in this description field. As per standard value key we have to give the duration for the operation time and labor time. Both will be taken for scheduling.

In the material tab, we have to enter the version for the BOM and usage details, after that we have to enter the list of raw materials required for making 50 kg of the FG 1 product. Here co-product is generating so we have to give the co-product “BP 1” 60 L as “Negative” producing after the process (NOT as INPUT) and activate as Co-Product by selecting the line item and press items tab and select co-product tab.

In the header level line item we have the base quantity i.e Finished goods quantity, give 50 and save

Now Recipe is ready.

4. Create MIC using QS21 transaction


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Here give the short text, field search and int. char.desc as pH and select the Quantitative check box.


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pH have some ranges so, we have to select the limits are upper and lower spec limits.

The same way we have to create temperature also

5. Now create the Quality plan using QP01


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Now we are planning to create the quality plans which are to be tested before release from QC

Header data details as aboveThen Go to operations and give control key as QM01, select the line item and go to inspection description tab.

Enter the MIC details here. While entering system will ask the upper spec and lower spec limits. Enter limits and save

Masters are ready to proceed the Production Cycle We will start Production Cycle using transactions1. Create Process Order using COR1


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Here give the total quantity as “50” and enter the start date, system will check the scheduling and capacity planning and finally finish date will come.

Now, once the process is over check the master data, in that we can find the created recipe group for that material “FG 1”


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Now the PO stated us “Created”

Press the Flag button and ‘Release” the PO for production. After pressing flag button, actually system will checks material availability, scheduling, capacity planning etc., Once it is over the status of the PO will be changed to “Released mode”

Save the Process order.


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2. Goods issue against the Process order using MIGO Transaction

Goods issue generally happens from store against the PO with the movement type 261

Once goods issue from the stores is over, the document number will be generated as below


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Now go to process order and check the order status “GMPS” will appear, that means Goods Movement Posted

Now Production process was started and completed. We are going to give confirmation using CORK transaction

3. Confirmation using CORK Transaction

Once you enter, the yield quantity you have to confirm


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Here in MM01, Quality Management views we have to activate the inspection lot origin “04” for inspection triggering while making Goods receipt using 101 transaction. The following procedure has to be adopted.

Select Inspection set up tab and activate 04 inspection type.


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This activity has to be done at the time of creation of Master (MM01)

4. Goods Receipt using MIGO with movement type 101

If you check this screen the outputs finished product 1 and co product 1 with the quantities viz., 50 and 60 will be there. We have activated QM view only for FG 1 and not for BP 1 material. So once GRN was made the material FG 1 will be automatically moved to Quality inspection and BP 1 will be moved to “unrestricted use”.

At the time of GRN we are creating the batch for FG 1 as “FG00000001”


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For BP 1 we are creating Batch as “CO00000001”. The batch can be created at the time of creation of Process order also.

Here we are mentioning the storage location for the final products “0004”

Once GRN made the document number will be generated for Accounting updates


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5. Quality Approval and Release

Now check the MMBE view, in that the material FG 1 appears in “Quality inspection”

And at the same time BP 1 in which QM was not activated, the stock appears in Unrestricted use


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Result recording and Usage decision process for the Material FG 1 batch FG00000001

Go to QA32 and give the inspection lot origin as”04” and press enter

Check the status. The system status should be “RELEASED”


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Press “Results” button and do result recording

After entering the actual value the final screen will be like below

Now, go to Usage decision button in the same QA32 Transaction and do accept the batch


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Once you save the inspection stock details will come

Enter the stock quantity “50” to unrestricted and check the MMBE view now

Material will be moved to unrestricted use . Now sales process will start.


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The above cycle is simple production process generally carried out in “Process industries”

Repetitive Manufacturing Cycle

By Umesh R Shinde, KPIT Info-systems

1. Create REM Profile using SPRO

SPROProductionRep ManufacturingControl Data Create REM Profile Using Wizard.


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Save the profile and exit from SPRO.

1. Create Material Master with Fert and ROH as usual.


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2. Create BOM as Usual.

3. Create Production Line with Capacity Category as : 0007 (i.e normal work center)

4. Create Rate Routing for Fert Material using TC: CA21

5. Go to Change Material Master (Fert Material ) and Attach REM Profile, Mark tick indicator for REM Manufacturing. In MRP-4 View.

6. Create Production Version for this Fert material.

Select BOM, Select Rate Routing with No.

Defn: REM Profile

Repetitive manufacturing profile

Controls, via order type, whether you are working with make-to-order repetitive manufacturing, based on sales orders, or with make-to-stock repetitive manufacturing, based on no specific orders.

Use

The repetitive manufacturing profile also determines;

How the system deals with activities when back flushing Which movement type is used to post goods receipts and goods issues How planned order and run schedule quantities are reduced in the Back flush transaction How BOM corrections are made - if errors should occur when posting Quantities to be back flushed

Dependencies

Repetitive manufacturing profiles are defined in Customizing for Repetitive Manufacturing.

Material Screen Shot:


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Click on Production Version:

Enter the Prodn Ver No., Validity Period.


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Double Click Selected line.

Enter The Necessary Data as in Item no.6.

Click on Check button to check the entries:


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Green light should glow (if there is any inconsistency found then it glows with red color).

Save The Material Master and Exit.

Step No: 3

Create Independent Requirements TC: MD61

Step No:4

Run MRP TC: MD02

Step No: 5

Go to Planning Table TC: MF50 and assign the quantities to production line.


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Run Schedule Quantities are assigned and go to MD04 all planned order are converted to RS Qty.


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Step No 6:

Create Product Cost Collector for Fert Material: TC: KKF6N


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Click on Create icon

Note: Maintain Division in Accounting View 1 for Fert Material which as linkage between business area and division, Valuation area.


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Step 7:

Do the Back flush Using TC: MFBF


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Enter and save the file….

This is end of Repetitive Manufacturing Cycle.Production Order Splitting

Production Order could be split due to following reasons:

1. When partial lot of order is to be handled from the rest due to quality reasons.2. If capacity bottle necks exists.3. Material is committed for part of order qty.

Features:

1. The split operations and the material assigned are copied into the child order.2. The structure of the parent order does not changes while the split off operations are copied into the child

order

Status for parent order : SPLTStatus for the child order: SPLEFor operation : SPLT

Restrictions:

1. The parent order and the child order must be settled to same cost collector2. Read PP Master data is not possible3. Confirmations at header level is not possible

Steps to perform split:


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1. In OPL8 Set the indicator cost collector2. Default Rule -Periodic settlement(PP2)3. CK11N do standard cost estimate4. KKF6N Create cost collector5. Create production order with op10,20,30,406. Go to op overview7. Select the op from which you want to split (exop20)8. Go to functions ----> Split order9. Enter the qty ,if necessary a different order type for the child order10. Execute11. Order will be splitted .12. The order can be splitted even from op10 itself13. Goto MD0414. Two orders will be created15. Go to op overview of each order and there you can see the splitting.

Routing Vs Task list Vs Work Procedure

By Mahesh

Task list means the task which has to carry out on the shop floor and these are six types as you have mention.

Routing is one of task list and this consists the series of operations requires for the production of an assembly at shop floor.

Regarding the work procedure, you can define this in the work center default tab for the details about the work center and how to operate. this will be copied in operations while creating routings.

Convert Planned Orders to Purchase requisitions and Purchase Orders

By Mahesh

We can create planned orders & convert them into purchase requisition or into production order.

In the material master ,MRP2 view give the procurement type as 'X', for both internal & external procurement.

Also include purchasing view for this material.

When you run MRP using md02, a planned order will be created for the requirement (Eg: say 100 no's given using transaction code MD61).

Use transaction code MD04 to view the stock/requirement list.

Here double click the planned order, you can see tabs such as convert into purchase requisition, into production order, into process order.

Click convert into Purchase Requisition & enter 50 Nos. Then a Purchase Requisition will be created which can be further converted into Purchase Order.

Again come to md04 screen.

You can see a planned order & Purchase Requisition for 50 no's.This planned order can be converted into production order & 50 no's can be produced internally.


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Difference between Co-Product and Bi-Product with an example

By Prasobh

If you look at a petro chemical refining industry their main input material will be "Crude oil" during refining they get "Petrol", "Diesel", "Kerosene", "Naptha" & "Water" etc...

So the whole of the production cost should not go to "Petrol" alone, as Diesel, Kerosene and "Naptha" are also sellable. Water is not sold out, but is being used internal for the operation.

In this scenario "Petrol". "Diesel", "Kerosene" and "Naptha" are defined as co-products in the material master. And the cost which needs to be distributed among them are in the ratio 30:30:20:20, so in the joint production details we select the apportionment structure, and here we define the equivalence number by entering the materials and numbers as required by us as 30:30:20:20.

Now BOM is defined for the main product "Petrol" and Diesel", "Kerosene", "Naptha" and Water are defined in -ve quantity. Here the definition of water goes as "BiProduct". Crude oil is defined as component in +ve quantity. Now during order costing/product costing/settlement considers the entire cost of production based on the crude oil cost and infrastructure cost and it splits into the ratio defined in the equivalence number.

Types of Subcontracting

By Chandra

There are two types of subcontracting relevant for PP module:

1. Operation subcontracting2. Assembly subcontracting.

Operation subcontracting: Within in-house production if some capacity bottlenecks exists in any operations then you can this job to some vendors to carry out this job at his premises and supply us the semi-finished part. This can be done via control key example PP02 (external processing).

Assembly subcontracting: Total product can be given for subcontracting. We have to give the raw materials to vendors and they would supply the assembly. This can be done with special procurement type 30 with procurement type F.

Material Management


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How to find the Views maintained for a material

By Madhurima

In order to know the views that are maintained for a material, go to transaction SE11 and the table MARA.

The field VPSTA and PSTAT helps us in identifying the views maintained for a material. The difference between these 2 fields is:

VPSTA – This contains the views that have been created for the material. Please note that this field also holds the values for the views which are created automatically (For e.g., Plant stock (X) and Storage stock (Z) are created automatically).

PSTAT – Contains the list of views that have been created manually.


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If the value in the field VPSTA is KD, it means the Basic data and MRP views are maintained for that material.

Here is a sample screenshot of the MARA entries:


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Marking fields as Mandatory/Optional in PO

By Leela Rani

In order to mark any of the fields as Mandatory or optional as per the business requirement, do the following:

Go to

SPRO > Materials Management > Purchasing > Purchase Order > Define Screen Layout at Document Level

The following screen appears:


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Select NBF from the list and double-click the same.


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You would see the field selection groups and you can select the required one.

For demo purpose, let us try making the Account Assignment category as Mandatory.

Double-click on “BasicData Item”


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Now change the “Account assignment category” to mandatory. You can even try making any field as only Display as well (just in case you do not want the user to change the default values or the values proposed to be changed).


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Save the entries.

Now when you try creating/changing the PO, you would observe that the field “Account Assignment category” is mandatory.

Populate the Latest GR Date based on the Delivery Date in the PO Creation(ME21N) and Change(ME22N)

By Khaja Moulali Shaik, Siemens IT Solutions and Services

Scenario:

When creating a PO (ME21N) or changing the PO (ME22N), the ‘Latest Possible Goods Receipt Date’ should be calculated populated automatically.

Note: This functionality will work, only the user click on ‘CHECK’ or ‘SAVE’ buttons.


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Step by Step Solution:

Step 1:

Go to Transaction Code SE19.

Provide the Classic BADI Name as ‘ME_PROCESS_PO_CUST’.

And Click on ‘Create Implementation’ to implement the BADI.

Note: Please check whether this BADI is already implemented in the system or not. If yes, use the Implemented BADI only. Because this BADI is not for multiple use.

To check whether the BADI is for multiple use or not,


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SE18BADI Name Enhancement Implementation Overview.

Step 2:

Give the implementation Name and click on ‘Continue (Enter) .

Give the meaningful description for that implementation.


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For our requirement, we need to change the Latest GR Date based on the Delivery Date. This process is done in Item Level. So, we will use the method ‘in the class ‘ZCL_IM_ME_PROCESS_PO_NEW’.

Note: This class will create automatically. Class name will be combination of First letter in Implementation name (implementation name (ME_PROCESS_PO_NEW).

Step 3:

Double click on the method ‘PROCESS_ITEM’. And save it.

System will provide you the editor to write the code.


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STEP 4:

Write the below code in between Method and End Method.

IF sy-ucomm EQ 'MECHECKDOC' ORsy-ucomm EQ 'MESAVE'.DATA : lt_items TYPE purchase_order_items ,lwa_items TYPE purchase_order_item ,lwa_item TYPE mepoitem ,ls_mepoheader TYPE mepoheader ,lt_item TYPE STANDARD TABLE OF mepoitem ,im_header TYPE REF TO if_purchase_order_mm .DATA : lv_date TYPE sy-datum.* Geting the Header detailsim_header = im_item->get_header( ).* Getting the Items from the Headerlt_items = im_header->get_items( ).LOOP AT lt_itemsINTO lwa_items .* Get PO item datalwa_item = lwa_items-item->get_data( ).lv_date = lwa_item-eeind + 60 .IF lwa_item-lewed IS INITIAL .lwa_item-lewed = lv_date .ELSEIF lwa_item-lewed <> lv_date .MESSAGE 'Change the GR Date!!' TYPE ’E’.ENDIF.CALL METHOD lwa_items-item->set_data( lwa_item ).ENDLOOP .ENDIF.

Step 5:

Activate the method and implementation also.

Creating Z material type to meet business requirement


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By Rahul Tyagi, HCL Technologies

Objective: Creating Z material type to meet business requirement.

Main Steps:

1. Copy the most proximate material type to create your own material type to meet the business need.

2. Create Field selection key by copying standard key

3. Modify field status

4. Create Number range group for material type(number range are created in each Instance individually and they are not transported and always create the number range group in same sequence in all instance)

Step 1: Access transaction code OMS2.


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STEP: After clicking on copy button keep on pressing enter to acknowledge the warning message which will be coming. I have skipped that screenshot.


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External No range assignment: IF you un mark the checkbox then system will accept the material number only from the range defined in customization and in case you keep this marked then you may enter any number for material .

Price Control: Whichever value you maintain here will be defaulted on material creation and you can see this value in accounting view.

External Purchase order: In case the business tells you that no purchase order or external purchasing document is allowed for this kind of material then make the value 0.

Views: DeSelect the views which are not required for this material type in MM01 or in MM11.


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Step :

Quantity Updating: this radio button plays a vital role in material type. In case you want to make the material consumable and you don’t even want the quantity to be updated on posting GR then you can select the In no valuation area button.

Practical impact: At the time creation of purchase order you get a error message that the account assignment is mandatory then the cause of that is the above shown radio button is not marked with By valuation area and which makes it a consumable material type.

Account category reference: it’s a link between the material type and valuation class.

Material type ZALBAccount category refer.--> valuation class (Z001,Z002,Z003).

Step: By performing the above steps we have created the material type.

Now we will create a Field selection key for ZALB by copying standard field selection key HALB.


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Now press enter to get the below screen and click on save

STEP: Suppose we have to make a particular field such as Old material number as required or hide in material master for our Z material type.

Access tcode MM03

First find the technical name of the field by using any existing material in MM03

Access Tcode OMSR

In this step we are finding the field selection group associated with the field BISMT


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STEP: Now we will use the field selection group 11 which is assigned with MARA-BISMT

In this step we will make the field as mandatory

Caution: please take care that you do this for your z field reference key only


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STEP: Assign field reference key ZALB to your material type ZALB

STEP: Create Number range group for your material type

Access Transaction code MMNR

Caution: Its very essential to make sure that the number range groups are always created in same sequence in all SAP instance means Dev, Quality and PRD otherwise it will scramble the number ranges later on.


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STEP: click on group and then on Insert

STEP: After clicking on insert you will see the below shown pop up window


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STEP: Mention the description of number range group


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Press Enter and save

STEP: In this step you have to assign your material type with your number range group.

and now click on

2. After assignment it looks like this

STEP: Now let us understand the valuation class and Material type linkage.

Access Transaction code OMSK


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STEP: Define Account category Reference Key

click on account category refer to reach on this screen.


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STEP: Give name of the refer key and description

Save.

STEP: Create valuation class

Acess Tcode OMSK and click on valuation class

STEP: Click on new entry to create the valuation class


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Enter and save.

STEP: Assign Material type with the Account reference key, Tcode OMSK


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STEP: mention the account reference key in front of material type

Here I have considered ZAW2 as the material type and mentioned account category reference Z001

STEP: Test the material type if it works or not

Access Transaction code MM01 and create a material using the Material type define by you.

Step by Step MM-CIN Training Documentation


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By G.V.SHIVAKKUMAR, Tata Consultancy Services

Topics covered:

1. Excise Transactions

2. Capital Goods Purchase

3. Returnable/ Non Returnable Gate Pass

4. Import Purchase Cycle

5. Vendor Return & Excise Reversal

1 COUNTRY INDIA VERSION

1.1 Procedure for Claiming CENVAT for Raw Materials

1.1.1 Create the Purchase Order (ME21N)

Follow standard PO creation process

1.1.2 Gate Entry (/cvs/gnt01)

Enter the PO No in the Field, and then all the items against the Po will be shown. Enter the Relevant Quantity, Enter the LR no, Vehicle No, Vendor Excise No, In the Text Enter the Transporter Name. Security ID Select from the Drop Down Menu.


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1.1.3Goods Receipt to Unrestricted (Movement type: 101)

Menu Path: Logistics Materials Management Inventory management Goods movement goods receipt for purchase orderno. Known (MIGO)

a. Enter the PO number and click on Execute button as shown below.


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b. Enter the Gate Entry No It will show the gate Entry Quantity of the in the Quantity tab in field Quantity in Unit of entry.

c. Enter receiving Storage Location in Where tab. Here check the stock type in which material is going to receive. If some text needs to be added regarding the goods receipt enter it in Text field. If it subjected to batch Management then enter the Vendor Batch No as well as In-house batch no. If you want to Split the Quantity then Click on, Then Enter the Batch, Quantity etc. After doing all these thing go to Classification Enter all the Parameter.


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d. Click on Item OK Checkbox – at this point of time system will show relevant information of excise for which Excise Invoice tab will appear in the Header screen as shown below, select Only Capture Excise Invoice on this tab and put the Vendor Excise Invoice no check the Excise group.

e. Check the Excise Details related to the received material in Excise Item tab in Detail Data screen as shown below.


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Press Post button to save the Goods receiptsystem will generate the Goods receipt Document. System will automatically update the Part I register as soon as the GR is made.

1.1.2 Post the Captured Vendor’s Excise Invoice

Go to CIN transaction

Menu Path: User menu Indirect taxes Procurement Excise invoice Incoming Excise invoice Individual Processing

a. Select Post Excise Invoice and Vendor in windows above the Header.

b. Enter Goods Receipt Document number generated in STEP 2 and press ENTER or Click on Execute button.

c. Following screen will appear as shown below.


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d. Enter Vendor Excise Invoice Number, Excise Invoice Date, Excise group – (or any other appropriate excise group).

e. If material had directly came from different vendor, Enter vendor code in Ship from field in miscellaneous tab.

f. If Excise Invoice is faulty and still want to take the credit for the excise invoice, enter the rejection code.


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g. Check the Material Chapter Heading, Material type in Item tab in Detail Data screen.

h. Check the Quantity in Quantity tab

i. Check the Duty rate in Duty rate tab.


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j. Check duty values and Tax amount for the material in Duty value tab.

k. Check the Part I entries, which are created immediately after the GR in Part I tab.


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Tick the Item OK check box and Press button to check the entries.

After Check Click on Simulate Button to check the G/L Entries.


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Press save button to post the entry, Excise Invoice will be captured and following screen for information will be displayed.


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1.1.3 Display Excise Invoice

Menu Path: User menu Indirect taxes Procurement Excise invoice Incoming Excise invoice Change/Display/Post/Cancel (J1IEX)

Select Display and Vendor Excise Invoice in windows above the Header. Here you can display both the Part I and Part II entries in one document only. Check the Excise registers in which entry is made.


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1.2 Procedure for claiming CENVAT for Capital Items

1.2.1 Create the Purchase Order for Capital goods


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Follow standard PO creation process and note the following things

In the Account assignment category enter “F”.


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The system will prompt to put the Order no as well as G/L account no in the account assignment tab.

All the other details like VAT or CST you will have to maintain. Maintain the Tax code.

Save the purchase order.

1.2.2 Goods Receipt to Unrestricted (Movement type: 101)


a. Enter the PO number, Vendors Delivery Challan Number


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b. Press Enter – at this point of time system will copy all the relevant information from PO and a Excise Invoice tab will appear in the Header screen as shown below, select capture Excise Invoice on this tab and check the Excise group.

c. Enter the Received Quantity in the Quantity tab in field Quantity & Unit of entry.

Follow above procedure for claiming modvat for raw material.

d. Enter receiving Storage Location in Where tab. Here check the stock type in which material is going to receive. If some text needs to be added regarding the goods receipt enter it in Text field.

Follow above procedure for claiming modvat for raw material.

e. Check the Excise Details related to the received material in Excise Item tab in Detail Data screen as shown above.

f. Check the Item OK check box and press


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button in tool bar to check the entries

g. Press Post button to save the Goods receipt, system will generate the Goods receipt Document. System will automatically update the Part I register as soon as the GR is made.

l. Press Enter, following screen will appear

1.2.3 Post the Captured Vendor’s Excise Invoice

Go to CIN transaction

Menu Path: User menu Indirect taxes Procurement Excise invoice Incoming Excise invoice Individual Processing

a. Select Post the Excise Invoice and Goods Receipt in windows above the Header.

b. Enter Vendor Excise no generated above.

If material had directly came from different vendor, Enter vendor code in Ship from field in miscellaneous tab.

a. If Excise Invoice is faulty and still want to take the credit for the excise invoice, enter the rejection code.

b. Check the Material Chapter Heading, Material type in Item tab in Detail Data screen.

c. Check the Quantity in Quantity tab

d. Check the Duty rate in Duty rate tab.

e. Check duty values and Tax amount for the material in Duty value tab.

f. Check the Part I entries, which are created immediately after the GR in Part I tab.


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h. Tick the Item OK check box and Press button to check the entries.

i. Press save button to post the entry, Excise Invoice will be captured and following screen for information will be displayed.

1.2.4Display Excise Invoice

Menu Path: User menu Indirect taxes Procurement Excise invoice Incoming Excise invoice Change/Display/Post/Cancel

Select Display and Vendor Excise Invoice in windows above the Header. Here you can display both the Part I and Part II entries in one document only. Check the Excise registers in which entry is made.


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1.4 Sub-contracting without Payment of Excise Duty

When you issue materials to a subcontractor, you need to keep track of what materials you have issued and when they have to be returned by.

The reason for this close monitoring has to do with India’s tax law. Under excise law 57AC, when you send materials to a subcontractor for processing, you

are not required to pay any excise duty, even though the materials have left your premises. However, if the materials have not been returned to you within a

given length of time specified by the law (in 2000, 180 days), you will have to reverse any excise credit that you posted when you purchased the materials.

In the case of materials that you have manufactured in-house, you will have to post credit entries to the extent of the CENVAT rate of the assessable value

of the materials.

1.4.1 Create Sub-Contracting Purchase order with Reference of Purchase Requisition

To create a subcontract order, proceed as follows:

1. Purchase Requisition will create automatically through Maintenance Order (IW31)

2. Purchase Requisition will have the reference of Maintenance Order.

3. Create Purchase Order with reference of Purchase Requisition (ME21N)

4. Release the Purchase Order (ME28)


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4. Check and Save the Purchase Order.

1.4.2 Create Gate Pass (Returnable/ Non Returnable) for the materials sent out for Fabrication/ Servicing/ Irradiation, etc…


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1. Enter Transaction code ZRGP on comm.-and field

2. Select Create from Pull down list, Issue and Purchase Order from another pull down list.

3. Enter the subcontracting purchase order number

4. Enter all the details in the header

5. After posting Gate Pass, to take Print Out, Choose Display Issue Gate Pass in ZRGP only, here put Gate Pass No. & press Enter then choose Edit Print, Here You can see Print Preview & then take print out.

1.4.3 Post Goods Receipt (MIGO) or Service Entry Sheet (ML81N)


Enter the Purchase Order number & Create Service Entry Sheet as per the Method suggested in User Manual of Services.

1.4.4 Reconcile Gate Pass

1. Enter the Transaction code ZRPP on command field

Enter the following data:

1.4.5 Gate Pass Reports

You use this report to get a list of Gate Pass (subcontracting challans). Depending on what selection criteria you enter, you can use it for finding out:

Enter Transaction code ZRGP on Command Field

a) Which challans are still with the subcontractor and are due back the following week

b) Which challans you can make a re credit for

c) Quantity issued to Vendor

d) Quantity Received from Vendor


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1.4.6 Change Gate Pass

Enter the Transaction Code ZRGP on Command Field

Enter the challan number select

The challan is displayed.

1.4.7Display Gate Pass

Enter the Transaction Code ZRGP on Command Field

Enter the challan number select

The challan is displayed.

SUBCONTRACTING SCENERIO (SLITTING PURPOSE)

Crate a PO putting Item Category L. Put the Material which will come from the Vendor Site.

In the Component put the material, which you are providing to the Vendor.


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Save the PO. Note the PO no.

Then Goto MB1B Transaction Click on to Purchase Order. Put the Purchase Order. Then Click on Adopt Details.


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Put The Batch No here, which you are going to provide to the Vendor. Then save it. Note Down the Material Document NO (490000000684)

If it is Excisable then Create a Subcontracting ChallanSubcontracting challan creation put the Material Document which is created during the MB1B code(490000000684).

Enter the Following thing.


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If the Material Assessable Value isn’t maintained then maintain it on J1ID.


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Then Post the Document.

After Doing all these thing Repeat the Step for creating a Returnable Gate Pass, which has been already described. Then Perform the Gate Entry as Mentioned above. Do the GR in MIGO (T code). Put the Purchase order no.

Enter the Quantity, Batch no for the Incoming as well as Consumed Material.


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After doing all these thing Enter the vendor invoice No. Save the document. Material document will be generated. Note it down.

Reconciliation of Subcontracting Challan (J1IFQ)


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Enter the Material Document which was created during GR (5000000274)


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1.5 Procedure for Claiming CVD benefit for Imported Material.

1.5.1 Create Purchase order for imports

Create a purchase order for the materials that you want to order using the standard procedure as mentioned in above documentation but when you fill out the item information.

Conditions tab

Select the countervailing duty (CVD) condition .

a. In the Rate field, enter the Rate of CVD that will be levied on the material when it arrives at customs.


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b. In the Vendor field, enter the vendor master record that you have created for the customs office.

To do this, select the CVD condition, which is marked by arrow, and then press button in the conditions tab.


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Enter the custom vendor number in the vendor field.

The vendor ships the goods to you.

When the goods arrive in India, they go through customs. The customs officers issue a bill of entry for the goods, which is in effect an invoice for the CVD on the goods. Once they have inspected the goods, they send them on to you.

1.5.2 Entering invoices for Bill of Entry (MIRO)

The goods arrive at your plant, together with the bill of entry. In order to record the bill of entry in the system

The excise clerk enters an invoice for the bill of entry.

To enter the invoice for bill of entry follow standard invoice verification procedure but make sure you observe following

Header Data

Basic data tab

o In the Amount field, enter the amount of countervailing duty (CVD) stated on the bill of entry in rupees. Also enter the amount of other custom duties if any.

o Do not enter any other taxes.


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Details tab

o Assuming you specified in the purchase order that the CVD was to be paid to the customs office, the system shows the customs office as the vendor. If not, enter the customs office’s vendor master record in the Inv. party (Invoicing party) field.


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Line Items

On the PO reference tab, enter data as follows:

Enter the number of the purchase order related to this delivery.

If you only created one purchase order for the goods, enter the purchase order number and select planned delivery costs.

If you sent more than one purchase order to the vendor and it sent you all of the ordered materials together in one shipment:

i. Choose .

ii. Enter all of the purchase order numbers in the table.

iii. Select planned delivery costs.

iv. Select Deliveries and deselect Returns.

v. Choose Adopt.


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In both cases, the system displays the line items in the line item overview

For each line item:

In the Amount field, enter the amount of CVD on the item (if you have more than one item, you may have to work the amount out manually).

In the Quantity field, enter the quantity of goods on the invoice.

Enter a zero-rated tax code.


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Choose Simulate.

A dialog box appears with a list of the postings that will be made to Financial Accounting (FI).

Choose Post.

Note down the document number (CUSTOM Invoice number)

Perform The Gate Entry Process As per above Mentioned

1.5.3 Capturing Excise invoice (Bill of Entry)– (J1IEX)

Menu path: India Localisation menu (J1ILN) Procurement Excise Invoice Incoming Excise Invoice Individual Processing

In the top line:

Select Capture Excise Invoice

Select Purchase Order.

Enter the purchase order related to the bill of entry.

Choose

A dialog box appears.


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3. Enter the number of the invoice that you entered for the bill of entry and choose

If you need to enter any other purchase orders, enter the number in the top line as for step 3.

Note that this time; you do not need to enter the invoice number.

Enter other data as required.

Note that the countervailing duty is displayed in the basic excise duty fields.

Enter the bill of entry number and date in the excise invoice number and Doc date field respectively.

Capture The Excise Invoice By Entering the Vendor Excise Invoice no at the time of GR

Post Cenvat (J1iEX) By Entering the Invoice no


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After doing it, do the Simulation


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After Simulation, the system posts the CENVAT (CVD Amount) and creates a corresponding entry in Part II or the appropriate excise register.

1.6 Creation of Excise Registers – (J1I5)

You follow this procedure to create the excise registers.

Three steps are to be followed for creation and printing of the excise registers

1.6.1 Updating of Registers (RG23 A).

The updating of registers includes receipts and issues.

The classification of receipts and issues is done by selecting the appropriate classification as per the table given below.


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1.6.1.1 Receipt updating of Registers (RG23A)

Menu Path: India Localisation menu (J1ILN) Indirect Taxes -> Registers ->Excise Tax -> Update RG 23A/C Issues and RG 1.

On the selection screen, you specify

Which documents you want to cover:

o Enter general organizational details in the Company details group box. o Enter details about the documents that you want to include in the register, in the Document header and Document details

Select movement type 101 and storage location.

Also select appropriate classification type (RMA) in case of receipt from manufacture.


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Select register RG23 A, in the Registers group box

Select


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First select entries & click on Simulate icon.

The signal becomes

Then put tick in checkbox and select for updating the register.

Register is updated and the screen looks as given below.

1.6.2 Data Extraction– J2I5


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Menu path: India localization menu Indirect taxes Registers Excise Tax Extract (J2I5)

On the selection screen enter the excise group, start date (of the month) and end date (of the month) and select the registers for which the data extraction is required.

Select

Following screen appears


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1.6.3 Register printout– J2I6

You use this report to print out your excise registers.

Menu path: India localisation menu indirect taxes Registers Excise Tax Print utility program (J2I6)

On the selection screen select the registers which are to be printed.

Select

On the selection screen select the excise group, start date (of the month) and end date (of the month).


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Select

Select suitable printer and print the register.

1.7 Procedure for creating Excise Invoice for vendor returns

1.7.1 Create Return Delivery Documents through MIGO

Menu Path: Logistics Materials Management Inventory Management Goods Movement MIGO-Goods Movement (MIGO)

Indicates the business transaction that you want to enter in the system and give the Original GRN Document number

Enter the Quantity to be return on Quantity Tab

Enter the Reason for movement on where Tab and movement type is 122 for Return Delivery to vendor


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Select the Goods Issue Indicator IPD

In Excise Invoice tab Header Level, only Part I Entry will be maintained.


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Check and Post the Document

1.7.3 Create and Post Excise Invoice for vendor with ref of Return Delivery Documents

Menu path: India localisation menu Indirect taxes Sales/Outbound Movements Excise Invoice For Other Movements

Movements (J1IS)

Here Click on Create Icon first to create Outgoing Excise Invoice

Enter the Reference document number, Reference document type, Document year, and Series group, Excise group and Vendor number.

For the material the Net Assessable Value, Base Value and all Excise duties will pick automatically from Vendor’s Excise Invoice captured & posted already

at the time of GRN.

Press Enter, you will get next screen as below. Click on “Create text” icon to maintain following details

1. LR No.

2. Vehicle No.


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Here select each option to maintain the desired data as following & click on “Details” icon.

Here maintain desired data as per your requirement & save the text


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Same way maintain data for remaining parts & come back also & save the excise invoice.


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After saving you will get following result. Note down the Excise Invoice No.

To see the documents already posted, go to Display Mode

Here Enter Internal Doc. Generated in background for the Excise Invoice created.


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Here click on accounting tab to see the Accounting Entries generated.

1.7.4 Print out of Excise Invoice (J1IV)

Menu path: India localisation menu Indirect taxes Sales/Outbound Movements Excise Invoice For Other Movements


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Enter the Series group, Output type JEXC (Standard) and Excise Transaction Type is OTHR and Execute

Select the Excise invoice number to get Print.

Click Print Icon to get the Print out or click display icon to see the Print Preview.


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Invoice for multiple POs against a single vendor

By Debojit Sil, Infosys Technologies

Go to transaction MIRO.

Enter the company code.

Press Enter.

Enter the invoice date and posting date on the following screen:


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Now select the Vendor from the list below:


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Enter the vendor number and press ENTER.

Enter the Plant number and click on adopt


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All POs with GR done have been listed

Maintain total invoice amount


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Press save button

Go to MRBR to release invoice

Display invoice in MIR4


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Adjusting the Purchasing document conditions automatically

By Anil Verma, Capgemini

Application Use

If conditions change after a purchase order has been created and if the new conditions are to apply, the system can change the conditions automatically in all the documents concerned. This avoids invoice differences occurring, for example, or the wrong moving average price being updated, the vendor changes the order price before the invoice is paid.

For example, with a purchase order the net prices for the document item in price determination are calculated from the purchase conditions. Price determination data is saved along with the document

Prerequisites

Documents can only be changed automatically by the system as long as no follow-on documents have been generated. The system does not take any conditions into account, and no prices are determined.

Change pointers for changed conditions are used as source data for document adjustment programs, however, in some applications document indices are used as the source data for the relevant application.

Features


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The system looks for the documents in which the changed conditions are to apply and adjusts them accordingly.

Documents are changed automatically in the same way as if you had changed the documents manually. In the case of a purchase order, the document is completely revaluated. This also occurs even if only one condition has changed, since the condition could be a header or group condition.

Use

Purchase order

If purchase conditions (purchase price, discount etc) change after a purchase order has been created, and if the new conditions are to apply, the system can change the conditions in all the documents concerned using automatic document adjustment.

Pricing

If certain conditions relating to pricing change, it is advisable to check the effects on purchase prices already saved in the database. The system uses the pricing worklist function to determine all calculations affected by changes related to pricing conditions. When a new pricing worklist is created, new calculations are made, based on the changed conditions. There is no adjustment of already activated calculations.

Activities

You trigger adjustment of the document from the Purchasing menu by choosing SPROPurchasingConditions adjustmentActivate change pointer for message type CONDBI.

Insert the condition with its access sequence for which you need to activate the change pointer.


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Procedure

A. Activate the "Doc. Active Index" in the purchasing view of Vendor master.

Updating document data based on condition changes, takes place in several steps to ensure that the related documents are adjusted effectively (performance).

There are usually three process steps for updating document data.

1. Updating change pointers by MEI3. Updating change pointers is not restricted to condition changes. This also takes place, for example, when master data and listing conditions are updated.


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2. Creating a worklist for the corresponding application by MEI4. When a worklist is created, change pointers for the changed conditions are prepared for the relevant application. It is recommended that you schedule periodic creation of worklists in the background

3. Updating Document Data based on Worklists by MEI1. The worklist provides the basis for adjusting document data in the relevant application. With this step, either condition data in existing documents is adjusted or new documents with the changed data are created


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Material Stock Overview

By Sunitha

To get the stock overview of a particular material across the organization (different plants / Storage locations), we can use the transaction MMBE.

Go to transaction MMBE.


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Enter the required material and click on Execute.

The quantity of the material is shown at the company code level, plant level and storage location level.


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Double-click on the storage location. This would provide the details as shown below:


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Automatic generation of POs from Requisitions

By Jaya Kumar, L&T Infotech


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Purchase Orders can be generated automatically from purchase requisitions.

Prerequisites:

Automatic purchase order indicator must be set in both the material master and the vendor master.

Purchase requisitions should have unique source of supply. (i.e. Fixed Vendor field in purchase requisition should be populated)

Automatic PO Indicator in Material Master:

Automatic PO Indicator in Vendor Master:


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Fixed Vendor In Purchase Requisition:


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Automatic Creation of Purchase Order from Requisitions:

Transaction Code: ME59N


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Automatic processing is generally used in well-maintained systems in which majority of requisition items can be converted into follow-on document without manual intervention.

Requisitions for which the system was unable to generate POs (due to incomplete data, blocked vendor) are listed in a log. Those PR’s should be processed manually.


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If there are many line items in PR, System will omit the line item, which is faulty, and create PO for remaining line items.

The “test run” option will be useful to check for any error logs before executing the actual creation of purchase orders.

Handling unplanned delivery costs

By Madhurima

Unplanned delivery costs are not known at the time of purchase order creation and hence these are not specified in the purchase order. These are only entered at the time of vendor invoice posting.

In the transaction MIRO, unplanned delivery costs can be entered as follows:


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These unplanned delivery costs can be either distributed to the individual items or to a separate G/L account. The configuration for the same is shown below:

Go to SPRO -> Materials Management -> Logistics invoice verification -> Incoming invoice -> Configure how unplanned delivery costs are posted


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Click on F4.

Select the required value and click on Save.

During automatic distribution to the invoice items, the amounts in the items are automatically increased by the delivery costs part when you post the invoice, and therefore are treated as price variances. However, the system does not perform a price check after automatically distributing the delivery costs. Unplanned delivery costs that were distributed to individual items are not listed separately in the PO history. They are already a part of the calculated value.


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If the unplanned delivery costs are posted to a separate G/L account, the unplanned delivery costs are not debited to the stocks or the account assignment objects. The system does not show unplanned delivery costs that are posted to a separate G/L account, in the PO history. You can only post an invoice containing only unplanned delivery costs with reference to a purchase order, if at least one invoice has already been posted for the purchase order. Otherwise all the invoiced values would be zero, and it would not be possible to distribute the delivery costs.

Setting up the Release Procedure at item level for the Purchase Requisition

Scenario:

This tutorial focuses on setting up the release strategy at item-level instead of overall release

Procedure:

Go to transaction SPRO Materials Management Purchasing Purchase Requisition Define Document Types



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Ensure that for the required document type, the field OverReqRel is unchecked.

Now go to transaction SPRO Materials Management Purchasing Purchase Requisition Release Procedure Procedure with classification Set up Procedure with Classification


Now click on Release Group.

In the following screen, uncheck the field OverReqRel for the corresponding Release group and save your entries.


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Restricting changes to G/L account in PO

Scenario:

We had a requirement of restricting the end user to change the G/L account number in PO. The proposed G/L account number should only be considered.

Solution:

To achieve the above requirement, do the following customization settings:

Go to transaction SPRO MM Purchasing Account assignment Maintain account assignment category.



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Now select the corresponding Account Assignment category. In our case, it is ‘F’. Double-click on this category.


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Now do the page down on the Fields to find out G/L account.


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Now Change the G/L account to Display and click on Save.

Now when you create/change the PO for the account category F, the G/L account would be shown in display mode as shown below:


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Converting a Warning message to Error message and vice versa

By PC Teja, Ascent

Consider the following scenario:

Try creating a Purchase Order with the delivery date in the past (see the screenshot below):

Click on Save. You would get the following warning message:

Since the above is just a warning message, the end user can just press ENTER and save his document. To restrict the end user from doing this, we need to issue an error message instead of a warning message. Following is the procedure to convert this warning message to error message:


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Go to transaction SPRO.

Click on Purchasing Purchasing Environment Data Define Attributes of System Messages (See the screenshot below)


Click on ‘System messages’.

Following screen with the list of all System messages appears.


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Now search for the message “Delivery date is in the past”.

Change W (Warning) to E (Error).

Save your entries.


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Now run the purchase order transaction again and provide the delivery date somewhere in the past. Click on Save. Following error message appears:

Use of MRP indicator for capturing excise duties from dealer

By Anil Verma, KPIT Cummins

Scenario

While procuring from dealers, the dealer's invoicing amount is known but the excise duties amount are not known at the time of PO creation. The invoice price is taken as the PO price and the excise duties aren't calculated in the PO.

To capture the excise invoice corresponding to the incoming goods and to take credit for the excise duty component in the dealer's price, it is required to split the PO price into its two components - the excise base value and the excise duties amount.

In the transaction J1IEX or the transaction MIGO (in the excise item tab), the PO price defaults as the excise base value. The excise duty components are displayed as zero since this is computed as zero. If the excise duty value is manually changed and enter is pressed, the inserted value disappears.

Solution

In order to change the excise duty value and the excise base value in J1IEX or in the transaction MIGO (in the excise item tab), we must make use of the MRP indicator.

Capturing excise invoice through MIGO transaction -

The MRP indicator can be found by clicking on the 'More documents' button on the Excise invoice tab at the header level. This pops up a screen containing the 'Miscellaneous' tab. This tab contains a check box for MRP indicator. This MRP indicator checkbox must be ticked and then the excise base value and the excise duty values can be changed. Please note - the sum of the excise base and the excise duty values must always equal to the PO price. This is because in this step, the PO price is being divided into two components - the excise base value and the excise duty value.

The goods valuation will change accordingly. The material account will be debited with the excise base amount and not the total PO price amount.

Capturing excise invoice through J1IEX transaction -

The MRP indicator can be found on the ‘Miscellaneous’ [tab at the header level in J1IEX transaction. There is a checkbox for the MRP indicator on this tab. This MRP indicator checkbox must be ticked and then the excise base value and the excise duty values can be changed. Please note - the sum of the excise base and the excise duty values must always equal to the PO price. This is because in this step, the PO price is being divided into two components - the excise base value and the excise duty value.

At the time of invoice verification, the base amount must be entered as the changed excise base amount at the


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time of capturing the excise invoice, either thought J1IEX or MIGO. Then the tax can be calculated on this amount. This will sum to the PO price, which is the dealer's invoicing amount.

1. Create purchase order and enter net price (inclusive of base value and excise duties)

2. Excise duties not computed. (Excise duties = 0)


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3. Capture of excise invoice

-Capturing excise invoice together with goods receipt through transaction MIGO.

MRP indicator found in the Miscellaneous TAB popped up when you click on more data button on Excise invoice tab at the header level in MIGO


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The excise base value is defaulted as the PO price and the excise duties are zero. The excise base is changed such that the sum of the excise base value and the excise duties remain the same as the PO price. The excise base is reduced by the excise duty value and the differential amount is split amongst the relevant excise duty components.


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Changed value.


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Hence the material valuation also takes place correctly with the changed amount put as the excise base value. Otherwise the excise duty value would incorrectly inflate this also.

3. Invoice verification process through MIRO


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Accounting Entries during MIRO.

Mass Maintenance of Vendor Master Changes


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Scenario: In this scenario, we would set the deletion indicator for a set of vendor master records.

Go to transaction MASS

Enter the value LFA1 in the Object Type and click on Execute.

Select the record “Vendor Master (General Section)” (As shown in above screenshot) and click on tab “Fields”.


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Scroll down the list and select the field “Deletion flag” (LFA1-LOEVM). Click on Execute.

In this screen, you can mention the list of Vendors we want to modify. For our demo purpose, let us mention A* (All vendors starting with A).


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Click on Execute again.

All vendors starting with A are listed here. You can also observe a single character field at the end of each record, which is the deletion indicator. Here you can check this field to make it as marked for deletion.


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If you want all the records to be marked for deletion, then check the checkbox in the table control shown below and click on “Carry Out a Mass Change”. (See the screenshot below and observe the highlighted ones).

On clicking the “Carry Out a Mass Change”, all the vendor records displayed on the screen are also checked for Deletion. Now click on SAVE.

You can verify the changes by looking at the table entries (Transaction SE11/SE16):


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Marking reference field as mandatory when posting a document (Customer invoice, Vendor invoice, Customer Credit Memo and others)

By Chandra Teja

This document details the procedure in marking the reference field as mandatory while posting a document like Customer invoice, Vendor invoice, Customer Credit Memo and others.

Go to transaction OBF4.


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Click on the document type you require. For this demo, let us consider the document type DG (Customer credit memo). Select the document and click on Details.



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From the above screen shot (the one highlighted), there is an option to mark whether the reference number should be made mandatory or not. Check the check box adjacent to "Reference number".

Now let us try to post a document (Customer credit memo) using the transaction FB01.


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Without entering the Reference number, enter the other mandatory information and press ENTER. Following message would appear:

Configuring stock transfer from one storage location to another within a Plant

By Shankar

Sometimes there might be a requirement for transferring stock from one storage location to another storage location within a Plant. This tutorial would detail the setting required in doing the same:

Go to Transaction SPRO.

Click on IMG -> Material Management -> Purchasing -> Purchase Order -> Set up Stock Transport Order -> Set up Stock Transfer between Storage Locations -> Activate Stock Transfer between Storage Locations


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Check the above check box to make the stock transfer between storage locations active.

Check duplicates for the incoming invoices


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By Meghana

In this document, we would discuss about the procedure to allow/disallow duplicate invoices.

Go to transaction SPRO -> SAP Reference IMG -> Materials Management -> Logistics Invoice Verification -> Incoming Invoice -> Set check for duplicate invoices. (see the screenshot below)



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Now you can set the check as per your company code. Following checks can be applied:

1. Select the field Check company code, if you want the system to check if the reference document occurs twice in the given company code.

2. Select the field Check reference number, if you want the system to check if the reference number occurs twice.

3. Select the field Check invoice date, if you want the system to check if the invoice date in an invoice document occurs twice.

Restricting end users from creating PO with quantity in excess of that in PR

By Madhusudhan

Go to transaction OMET


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Click on “New Entries”.


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Enter the following values as shown below:


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You can try clicking on F1 on the check box “Adopt PO Price”. Following screen would appear:

Save your entries.

Now we need to assign this function to the corresponding end users. Go to Transaction SU01 OR SU52 -> Click on tab “Parameters”. Maintain the parameter EFB.


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Now we need to set an error message when the end user tries to create a PO greater than PR.

Go to SPRO -> IMG Material Management -> Purchasing -> Environment Data -> Define Attributes of System Messages

Following screen would appear:


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Click on System messages.

Click on “New Entries” and create the following entry.

Save and Exit. Now whenever the end user tries to create a PO with quantity in excess of that in PR, then the above error message would appear. If you just want a warning message to be shown, change the message category to ‘W’.


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Marking Material Master fields Mandatory/Optional

By Sujatha

In this demo, we would try marking the field "Material Group" in MM01 as Mandatory. Please see the screenshot below from MM01. Here the field "Material Group" is not mandatory.

Get the technical details of the field "Material Group" by clicking on F1 and then "Technical help". Note the value in the


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field "Screen Field". Here it is MARA-MATKL.

Now go to Transaction SPRO -> IMG --> Logistics - General -> Material Master -> Field Selection -> Maintain Field Selection for Data Screens


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Now using F4 help on "Field Sel. group", select the value MARA-MATKL.


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Now scroll down the list to find the value MM01. i.e., we are trying to modify the properties of the field MARA-MATKL in the transaction MM01. Now click on the radio button "Reqd Entry" to mark the field as mandatory. Similarly, we can mark any field as optional or only as display field or hide the field.

Save your entries and check the field "Material Group" in the transaction MM01. See the screenshot below:


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You can observe that the Material Group is set to Mandatory now.

Configuring the communication types as per Account groups in Vendor Master

By Madhavi

Background of the requirement:

1. Go to transaction XK02

2. Enter the vendor number and the company code. Select the “Address” check box from the “General Data” and press ENTER.


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3. Click on “Other communication..”

4. Following communication methods are displayed in a pop-up box.


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5. Our requirement here is to have “Internet email address” as a communication method and also we are not interested in communication type “Teletax”. So we need to add “internet email” and remove “teletex”.

Following is the procedure to achieve the same:

1. Go to SPRO Financial Accounting Accounts Receivable and Accounts Payable Vendor Accounts Master Records Preparations for Creating Vendor Master Records Define Account Groups with Screen Layout (Vendors)

2. Double click on your “Vendor Account Group”.


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3. Double-click on “General data”.

2. Select “Communication”


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3. Now in this screen, you can select the communication types you want to suppress, make an optional entry, required entry or display.


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4. Since the “Internet mail address” is suppressed, this did not appear in our vendor master change transaction. Now let us make “Internet mail address” as optional and “Teletex” as suppressed.

5. Save and close this transaction.

Now execute “Vendor Master” change transaction again. This time you would observe that the internet email is appearing in your list and Teletex has disappeared.

MM Process Flow


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The typical procurement cycle for a service or material consists of the following phases:1. Determination of RequirementsMaterials requirements are identified either in the user departments or via materials planning and control. (This can cover both MRP proper and the demand-based approach to inventory control. The regular checking of stock levels of materials defined by master records, use of the order-point method, and forecasting on the basis of past usage are important aspects of the latter.) You can enter purchase requisitions yourself, or they can be generated automatically by the materials planning and control system.2. Source DeterminationThe Purchasing component helps you identify potential sources of supply based on past orders and existing longer-term purchase agreements. This speeds the process of creating requests for quotation (RFQs), which can be sent to vendors electronically via SAP EDI, if desired.3. Vendor Selection and Comparison of QuotationsThe system is capable of simulating pricing scenarios, allowing you to compare a number of different quotations. Rejection letters can be sent automatically.4. Purchase Order ProcessingThe Purchasing system adopts information from the requisition and the quotation to help you create a purchase order. As with purchase requisitions, you can generate Pos yourself or have the system generate them automatically. Vendor scheduling agreements and contracts (in the SAP System, types of longer-term purchase agreement) are also supported.5. Purchase Order Follow-UpThe system checks the reminder periods you have specified and - if necessary - automatically prints reminders or expediters at the predefined intervals. It also provides you with an up-to-date status of all purchase requisitions, quotations, and purchase orders.6. Goods Receiving and Inventory ManagementGoods Receiving personnel can confirm the receipt of goods simply by entering the Po number. By specifying permissible tolerances, buyers can limit over- and under deliveries of ordered goods.7. Invoice VerificationThe system supports the checking and matching of invoices. The accounts payable clerk is notified of quantity and price variances because the system has access to PO and goods receipt data. This speeds the process of auditing and clearing invoices for payment.

Difference between the transactions ME25 and ME21N

ME25 is useful when you want to create a PO but you are unsure if there is a valid source or if there is, which one to use.

With ME21N you have to specify the Vendor before you can do anything and so you must know the vendor when you start.

With ME25 you can enter all of the details and leave the vendor until last and use auto source determination if you want. Then if you still cannot find a source you can save it as a requisition instead and find and allocate a source later.

So if you KNOW the vendor that you are going to use, then create the PO via ME21N.

If you DON'T KNOW (or are not sure) of the vendor to be used (and if your company allow the use of this transaction), use ME25 instead.

Deactivation/Deleting a Movement Type

Solution 1 (Preferred):

Go to Transaction OMJJ Select the Movement type to be activated


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Remove all the transaction codes mentioned against this movement type under allow transaction tab.

Solution 2:

Consider this solution only if the above solution doesn't work.

Delete the movement type from the standard table. Ensure that you really don't want to use this movement type before deleting the entry or would never want to recreate the movement type.

It is possible to recreate the deleted movement type, but needs to be imported either from the client 000 or from the client this movement type is not deleted. You can not manually create/recreate the movement types in the standard SAP number range by creating them again.

Calculating total quantity supplied by a vendor in a particular period Go to Transaction MB51. Enter the vendor number and the also the period for which we need to calculate the quantity. Specify the Movement Types for only Goods Receipts (E.g., 101, 103, 105 and others). Do NOT specify the

movement type 122. The output is the total quantity supplied by a vendor in a particular period.

Inventory Vs Warehouse

Warehouse management is the management of stock that is placed in very specific storage areas such as shelves, bins, racks etc.

SAP WM (Warehouse management) has full functionality including the ability to suggest the placement of the stock received into specific bins in tne warehouse, taking into consideration things like the weight and volume of the stock that the bin can hold and special considerations like keeping apart certain types of materials.

in inventory management the stock is only managed down to a storage location level.

So if you have stock that is managed in bins, shelves and racks etc. and you want SAP to manage the placement and removal of that stock then you need Warehouse Management, if not then you simply use SAP inventory management.

Difference between purchase organization, reference purchase organization and standard purchase organization

By Madhu

Normal Purchase organization is to procure either for the plant/entire company code/cross company level based upon assignment settings in SPRO.

For Reference Purchase organization, it will be simply assigned to other normal Purchase organizations only but neither assigned to any plant or company code. This is useful to enjoy the corporate contracts and their price benefits.

Regarding Standard Purchase organization, it is to handle procurement of special stocks

Consolidate the same line item quantity from different Purchase


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Requisitions and create one line item with consolidated quantity (instead of having multiple times same line item with different quantities)

By Madhu

Follow these steps to achieve the functionality:

Go to ME21N Click on "Document Overview On" (Mostly it will get open by default) Click on "Selection Variant" In Pull down list select "Purchase Requisitions" New screen will get open, enter your material number and execute. All PRs will be listed in ME21N Screen. Drag and drop the first PR in the header level shopping cart. (shopping trolley symbol) Item will get updated. Now go to item details and click on "Delivery Schedule" Tab. Here also you can see a shopping cart. Now drag and drop all the PRs in this shopping cart. Now all the PRs qty. will get updated in single PO line.

Difference between MM01 and MMH1

By Madhu

The idea is that if you want to have a transaction that will only create HAWA materials then you can use MMH1. The end result is EXACTLY the same but in MM01 you have to specify the material type you want to use, in MMH1 it is already assumed.

There are other transactions for other material types and you can configure the material type you want used by each, so you can use your own material types instead of the standard SAP ones.

Unit KG is not Created in language EN (Error in transaction MMBE)

Problem:

When running MMBE to verify the stock, system showing the stock as per the given parameters for Unit of Measurement (e.g., EA). After executing the report, at header level, when changing the Unit of Measure (to E.g.,KG), the system is throwing the message "Unit KG is not Created in language EN".

But if the same MMBE is executed by providing the Unit of Measure as KG, the report execution is fine.

Solution:

Go to transaction CUNI. Select the Unit of Measure for "MASS" from the drop down list and check the entries for UoM's. Check for the entry "KG" with an English description. If the above entry is available, then check for the case sensitivity of UoM.


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Material created in MM01 but showing locked in MM02

The problem could be that the update task is running very slowly, or stopped altogether.

Remember that SAP updates don't really happen immediately, they are queued for update, although with everything working well this should be invisible.

If there is a problem, the update task can stop and so queue ALL updates behind it until someone resolves the problem.

Speak to your Basis people and ask them to the update task. (you can have a quick look by using SM13 and selecting "to be updated" this should be empty or nearly empty).


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MM config

Documents

Transcript of MM config