Tscm42 Unit 4

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Unit 4 Order Creation Unit Overview Options for production order creation Activities in production order creation Order type Routing and BOM selection Scheduling Planned Costs Unit Objectives After completing this unit, you will be able to: Use the different ways of creating a production orders. Explain the activities involved in production order creation. Define order types and order type-dependent parameters in Customizing Make the appropriate Customizing settings for master data selection Make the appropriate material master settings for master data selection Explain the master data selection process in different situations. Perform the following Customizing activities for scheduling production orders: define scheduling parameters, define scheduling margins Trace the scheduling of production orders in detail Determine the planned costs of a production order. Unit Contents Lesson: Order Creation ......................................................... 81 Exercise 7: Order Creation with Planned Orders ....................... 89 Exercise 8: Other Variants for Order Creation ........................... 99 Lesson: Master Data Selection ............................................... 106 Exercise 9: Order Type .................................................... 123 Exercise 10: Creating an Order with Master Data ..................... 127 Lesson: Scheduling............................................................. 136 Exercise 11: Scheduling ................................................... 141 2009 © 2011 SAP AG. All rights reserved. 79

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Transcript of Tscm42 Unit 4

  • Unit 4Order Creation

    Unit Overview Options for production order creation

    Activities in production order creation

    Order type

    Routing and BOM selection

    Scheduling

    Planned Costs

    Unit ObjectivesAfter completing this unit, you will be able to:

    Use the different ways of creating a production orders.

    Explain the activities involved in production order creation.

    Define order types and order type-dependent parameters in Customizing

    Make the appropriate Customizing settings for master data selection

    Make the appropriate material master settings for master data selection

    Explain the master data selection process in different situations.

    Perform the following Customizing activities for scheduling productionorders: define scheduling parameters, define scheduling margins

    Trace the scheduling of production orders in detail

    Determine the planned costs of a production order.

    Unit ContentsLesson: Order Creation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

    Exercise 7: Order Creation with Planned Orders .. . . . . . . . . . . . . . . . . . . . . . 89Exercise 8: Other Variants for Order Creation... . . . . . . . . . . . . . . . . . . . . . . . . 99

    Lesson: Master Data Selection ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106Exercise 9: Order Type ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123Exercise 10: Creating an Order with Master Data ... . . . . . . . . . . . . . . . . . .127

    Lesson: Scheduling... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136Exercise 11: Scheduling ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141

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  • Unit 4: Order Creation TSCM42

    Lesson: Costing... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150Exercise 12: Costing ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .153

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  • TSCM42 Lesson: Order Creation

    Lesson: Order Creation

    Lesson OverviewThis lesson informs you about the different options for creating a production order.

    Lesson ObjectivesAfter completing this lesson, you will be able to:

    Use the different ways of creating a production orders.

    Explain the activities involved in production order creation.

    Business ExampleYou test the different ways of creating a production order.

    You get an overview of the system activities involved during order creation.

    Figure 30: Order Processing: Order Creation

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  • Unit 4: Order Creation TSCM42

    Order Creation with Planned Orders

    Figure 31: Production Order Creation with Planned Orders (I)

    Figure 32: Production Order Creation with Planned Orders (II)

    Planned orders are created in material requirements planning.

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  • TSCM42 Lesson: Order Creation

    Using planned order conversion, the production order data is automatically madeavailable.

    Inspection data is copied from the routing when an inspection lot is generated,but is not written to the production order.

    Figure 33: Converting a Planned Order to a Production Order

    Planned orders can be completely or partially converted online in individual orcollective conversion.

    When you convert a planned order into a production order, the planned orderis deleted. The dependent requirements (material components) and capacityrequirements that may exist are reallocated to the new production order. Bychanging an indicator, the dependent requirements are turned into a reservation.

    In partial conversion, the planned order still exists and is fixed.

    The following transactions that are explained in part in the screens below areavailable for converting planned orders in the SAP ECC system:

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  • Unit 4: Order Creation TSCM42

    CO40 Creating a production order from aplanned order

    CO41 Collective conversion of plannedorders

    MD04 Stock/ requirement list (Individual plannedorder)

    COHV Mass processing (Mass planned orders)

    CO46 Order progress report (one or more plannedorders, also in PReq)

    CO48 Partial conversion of a plannedorder

    PPBICO40 Background program (in accordance withCO41)

    Figure 34: Time-Oriented Collective Conversion (I)

    You can convert planned orders in the background using the program PPBICO40.

    Planned orders consist of a planned order start date (PS), a planned order finishdate (PL) and a planned order opening date (PE).

    When the planned order opening date is reached, you should convert the plannedorder into a production order or a purchase requisition.

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  • TSCM42 Lesson: Order Creation

    You can specify that collective conversion depends on the result of the materialavailability check (in the same way as order release).

    You can find collective conversion under

    ECC Logistics Production Shop Floor Control Order Create Collective Conversion of Planned Orders

    Figure 35: Time-Oriented Collective Conversion (II)

    The MRP controller uses collective conversion to convert the planned orders of aproduct structure one after another along the time axis.

    Within an entire product structure, only those planned orders are offered forconversion whose planned opening dates are within an opening period that hasto be defined.

    You can use the user parameters (AEV, AEB) to predefine the size of the openingperiod with reference to the current date. This procedure is particularly suited todeterministic make-to-stock production.

    The list of planned orders to be converted contains the planned orders sortedaccording to their creation date. You can use a sort profile to adjust this sortingas required. To do this, select the Fields pushbutton in the list and set up a sortprofile. Then enter it under the user parameter (SPO) in your user master record.

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    Figure 36: Conversion with Mass Processing

    The mass processing function (transaction COHV and programCOWORKDISPACHNEW) can be used to convert planned orders online or inthe background. This now also enables the advantages of mass processing to beused for planned orders.

    This function is available as of release 6.0.

    When using mass processing to convert planned orders, you can decide whetheryou want the BOM to be recopied. All other forms of converting planned ordersonly allow you to do this by activating a user exit that is not activated in thestandard system. Alternately, a log of the converted planned orders can be output.

    You can find mass processing under

    ECC Logistics Production Shop Floor Control Control MassProcessing

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  • TSCM42 Lesson: Order Creation

    Collective Conversion (Structure-Oriented)

    Figure 37: Collective Conversion (Structure-Oriented)

    As an alternative to time-related collective conversion, the order progress reportprovides the Convert planned orders function for structure-related conversion.

    As of Release 4.5, an order progress report is available that enables you toeasily track and process all business transactions (in-house production, externalprocurement) for the realization of a sales order or project.

    Using this report, you can convert planned orders into production orders orpurchase requisitions with the order structure in front of you.

    This process is particularly well suited for make-to-order production.

    You can find collective conversion under

    ECC Logistics Production Shop Floor Control Info System Order Progress Report

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    Alternative Ways of Creating a Production Order

    Figure 38: Alternative Ways of Creating a Production Order

    Figure 39: Special Variants of Creating a Production Order

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  • TSCM42 Lesson: Order Creation

    Exercise 7: Order Creation with PlannedOrders

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Create a sales order

    Carry out the requirements planning (MRP)

    Convert planned orders to production orders

    Carry out partial conversion of planned orders

    Carry out background processing for converting planned orders

    Business ExampleYour company consistently uses automated material requirements planning. Asproduction manager, MRP controller or production scheduler, you therefore createlarge numbers of production orders based on planned orders that have been createdautomatically during the planning run.

    In this exercise, you create planned orders and convert them (using variousoptions) to production orders.

    Task 1:

    1. Check the stock and requirements situation for the material R-F1##.

    Task 2:

    1. Enter a sales order in Sales and Distribution for product R-F1## with theorder quantity 1 piece for plant 1000.

    Choose:

    ECC Logistics Sales and Distribution Sales Order Create

    Order Type OR

    Sales organization 1000

    Distribution channel 10

    Division 00

    Sales office 1000

    Continued on next page

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    Sold-to party 1000

    Ship-to party 1000

    PO number GR##_001

    Requested delivery date

    Hint: If the system suggests a different delivery date, confirm it byselecting the symbol

    Save the sales order and write down the order number.

    Order no.: _______________________ ________

    Task 3:

    1. Carry out single-item multi-level MRP for the product R-F1##.

    Enter the following data:

    Scheduling 2 (Lead time scheduling and capacity planning)

    You don't need to set any of the other indicators.

    Choose:

    ECC Logistics Production MRP Planning Single-item,Multi-level

    Task 4:

    1. Check the stock/requirements situation again for the materialsR-F1##.

    Hint: In the next steps in the exercise, you convert planned orders toproduction orders using different methods. If there are not enoughplanned orders, create more yourself.

    Do not use the planned orders that have been created for the salesorders.

    Continued on next page

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  • TSCM42 Lesson: Order Creation

    Task 5:Select a planned order with an order quantity that is more than 1 piece.

    Number of the planned order: _________________

    1. Convert the planned order to several production orders using any subsetsand dates you like.

    To do this, go to the stock/requirements list.

    ECC Logistics Production Shop Floor Control Control Stock/Requirements List

    Double-click the planned order.

    Choose PartConvProdOrder.

    Change the target quantity that the system proposes.

    Press the NEW ENTRIES pushbutton.

    Generate and then save the production orders.

    2. What can you say about the eventually remaining planned order?

    3. Convert this planned order to a production order with the completeremaining quantity. To do this, go to the stock/requirements list.

    Choose:

    ECC Logistics Production Shop Floor Control Control Stock/Requirements List

    Double-click the planned order. Click on the PROD.ORD.pushbutton.

    Does the converted planned order still exist? Answer: ________

    4. Check the header, Assignment tab in the most recent production order youhave created.

    Note: The planned order number is still displayed here!

    Task 6:

    1. Select another planned order for material R-F1## .

    Number of the planned order: _________________

    Continued on next page

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    Convert the planned order with the entire quantity. To do this, follow themenu path in Shop Floor Control.

    Choose:

    ECC Logistics Production Shop Floor Control Order Create From Planned Order

    Task 7:

    1. Convert several planned orders to production orders at the same time. Usecollective conversion to do this.

    Limit the selection date (to one month before or one month after the currentdate).

    Select the planned orders to be converted by entering the followingparameters:

    Planning plant 1000

    MRP controller 0##

    Material R-F1##

    Order type PP01

    Choose:

    ECC Logistics Production Shop Floor Control Order Create Collective Conversion of Planned Orders

    In the list screen of the planned orders, select the orders that are to beconverted and select the CONVERT pushbutton.

    Task 8:

    1. Now use the order progress report for collective conversion withreference the sales order and convert all planned orders into productionorders.

    Sales order no.: _________________________

    (See the stock/requirements list for the order number)

    Choose:

    ECC Logistics Production Shop Floor Control InformationSystem Order Progress Report

    Continued on next page

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  • TSCM42 Lesson: Order Creation

    In the Display Format field group, activate the List-Based Progress Reportswitch

    Use the overall profile 000000000001.

    Use the pushbutton to select the planned orders.

    Convert them using FUNCTIONS CONVERT PLANNED ORDERS

    Refresh the report and check that production orders have been created.

    Task 9:

    1. Convert all planned orders that still exist for material R-F1## to productionorders using background processing.

    Choose:

    ECC Logistics Production Shop Floor Control Tools Schedule Background Jobs Create with Planned Orders

    Use the following data:

    Job name GR##_001

    Job class D

    Step / Variant GR##_PAUF

    Caution: The job variant for program PPBICO40 must be createdbeforehand using transaction SE38. When you do this, use the samedata as for collective conversion.

    Start condition Immediate (Save)

    Save the job and check in the stock/requirements list whether your plannedorders were converted.

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  • Unit 4: Order Creation TSCM42

    Solution 7: Order Creation with PlannedOrders

    Task 1:

    1. Check the stock and requirements situation for the material R-F1##.

    a) No answer required

    Task 2:

    1. Enter a sales order in Sales and Distribution for product R-F1## with theorder quantity 1 piece for plant 1000.

    Choose:

    ECC Logistics Sales and Distribution Sales Order Create

    Order Type OR

    Sales organization 1000

    Distribution channel 10

    Division 00

    Sales office 1000

    Sold-to party 1000

    Ship-to party 1000

    PO number GR##_001

    Requested delivery date

    Hint: If the system suggests a different delivery date, confirm it byselecting the symbol

    Save the sales order and write down the order number.

    Order no.: _______________________ ________

    a) No answer required

    Continued on next page

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  • TSCM42 Lesson: Order Creation

    Task 3:

    1. Carry out single-item multi-level MRP for the product R-F1##.

    Enter the following data:

    Scheduling 2 (Lead time scheduling and capacity planning)

    You don't need to set any of the other indicators.

    Choose:

    ECC Logistics Production MRP Planning Single-item,Multi-level

    a) No answer required

    Task 4:

    1. Check the stock/requirements situation again for the materialsR-F1##.

    Hint: In the next steps in the exercise, you convert planned orders toproduction orders using different methods. If there are not enoughplanned orders, create more yourself.

    Do not use the planned orders that have been created for the salesorders.

    a) No answer required

    Task 5:Select a planned order with an order quantity that is more than 1 piece.

    Number of the planned order: _________________

    1. Convert the planned order to several production orders using any subsetsand dates you like.

    To do this, go to the stock/requirements list.

    ECC Logistics Production Shop Floor Control Control Stock/Requirements List

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    Double-click the planned order.

    Choose PartConvProdOrder.

    Change the target quantity that the system proposes.

    Press the NEW ENTRIES pushbutton.

    Generate and then save the production orders.

    a) No answer required

    2. What can you say about the eventually remaining planned order?

    a) This planned order is fixed and contains the remaining quantity as itsorder quantity.

    3. Convert this planned order to a production order with the completeremaining quantity. To do this, go to the stock/requirements list.

    Choose:

    ECC Logistics Production Shop Floor Control Control Stock/Requirements List

    Double-click the planned order. Click on the PROD.ORD.pushbutton.

    Does the converted planned order still exist? Answer: ________

    a) Answer: No

    4. Check the header, Assignment tab in the most recent production order youhave created.

    Note: The planned order number is still displayed here!

    a) No answer required

    Task 6:

    1. Select another planned order for material R-F1## .

    Number of the planned order: _________________

    Convert the planned order with the entire quantity. To do this, follow themenu path in Shop Floor Control.

    Choose:

    Continued on next page

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  • TSCM42 Lesson: Order Creation

    ECC Logistics Production Shop Floor Control Order Create From Planned Order

    a) No answer required

    Task 7:

    1. Convert several planned orders to production orders at the same time. Usecollective conversion to do this.

    Limit the selection date (to one month before or one month after the currentdate).

    Select the planned orders to be converted by entering the followingparameters:

    Planning plant 1000

    MRP controller 0##

    Material R-F1##

    Order type PP01

    Choose:

    ECC Logistics Production Shop Floor Control Order Create Collective Conversion of Planned Orders

    In the list screen of the planned orders, select the orders that are to beconverted and select the CONVERT pushbutton.

    a) No answer required

    Task 8:

    1. Now use the order progress report for collective conversion withreference the sales order and convert all planned orders into productionorders.

    Sales order no.: _________________________

    (See the stock/requirements list for the order number)

    Choose:

    ECC Logistics Production Shop Floor Control InformationSystem Order Progress Report

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    In the Display Format field group, activate the List-Based Progress Reportswitch

    Use the overall profile 000000000001.

    Use the pushbutton to select the planned orders.

    Convert them using FUNCTIONS CONVERT PLANNED ORDERS

    Refresh the report and check that production orders have been created.

    a) No answer required

    Task 9:

    1. Convert all planned orders that still exist for material R-F1## to productionorders using background processing.

    Choose:

    ECC Logistics Production Shop Floor Control Tools Schedule Background Jobs Create with Planned Orders

    Use the following data:

    Job name GR##_001

    Job class D

    Step / Variant GR##_PAUF

    Caution: The job variant for program PPBICO40 must be createdbeforehand using transaction SE38. When you do this, use the samedata as for collective conversion.

    Start condition Immediate (Save)

    Save the job and check in the stock/requirements list whether your plannedorders were converted.

    a) No answer required

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  • TSCM42 Lesson: Order Creation

    Exercise 8: Other Variants for OrderCreation

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Use other variants for creating orders

    Business ExampleNot all orders that are to be executed in production are for make-to-stockproduction or for the production of material. As production manager, MRPcontroller or production scheduler, you sometimes need to carry out unplannedspecial orders in varying forms.

    The SAP ECC component provides you with different options for covering thesespecial cases using production orders.

    Task 1:

    1. Create another sales order (with any quantity and date) for material R-F1##.

    2. Create a new production order with reference to your sales order . Usethe following data to do this:

    Sales Order

    Order Type PP01

    Save your production order.

    Choose

    ECC Logistics Production Shop Floor Control Order Create For Sales Order

    3. Check the header data for the production order.

    Assignment

    Settlement rule

    Choose:

    Header Settlement Rule

    Continued on next page

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    4. Use the production order from the previous exerciseand the copy fromfunction to create a new production order with material.

    Save the order.

    Choose:

    ECC Logistics Production Shop Floor Control Order Create With Material

    Copy from / Order:

    Check:

    Order header data (master data)

    Operation overview

    Component overview

    Cost overview

    Scheduling results

    Continued on next page

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  • TSCM42 Lesson: Order Creation

    Task 2:Create a new production order for a service without reference to a material (anyquantity and date). Use the following data to do this:

    Production plant 1000

    Order type PP01

    Material text Group ##

    Total quantity 1 pieces

    Basic finish date Any

    Scheduling type Backwards

    Choose:

    ECC Logistics Production Shop Floor Control Order Create Without Material

    Hint: A dialog box appears: Routing selection.

    React to the system message: No routing found with:

    Reference Operation Set

    Hint: A dialog box appears: Enter reference operation set.

    Use the reference operation set (task list group) 50000000.

    1. Assign the production order to cost center 4220.

    2. Make any changes or additions to the order that you like.

    3. Save the order.

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    Solution 8: Other Variants for OrderCreation

    Task 1:

    1. Create another sales order (with any quantity and date) for material R-F1##.

    a) - - -

    2. Create a new production order with reference to your sales order . Usethe following data to do this:

    Sales Order

    Order Type PP01

    Save your production order.

    Choose

    ECC Logistics Production Shop Floor Control Order Create For Sales Order

    a) No answers are required for this exercise.

    3. Check the header data for the production order.

    Assignment

    Settlement rule

    Choose:

    Header Settlement Rule

    a) No answers are required for this exercise.

    4. Use the production order from the previous exerciseand the copy fromfunction to create a new production order with material.

    Save the order.

    Choose:

    ECC Logistics Production Shop Floor Control Order Create With Material

    Copy from / Order:

    Check:

    Continued on next page

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  • TSCM42 Lesson: Order Creation

    Order header data (master data)

    Operation overview

    Component overview

    Cost overview

    Scheduling results

    a) No answers are required for this exercise.

    Task 2:Create a new production order for a service without reference to a material (anyquantity and date). Use the following data to do this:

    Production plant 1000

    Order type PP01

    Material text Group ##

    Total quantity 1 pieces

    Basic finish date Any

    Scheduling type Backwards

    Choose:

    ECC Logistics Production Shop Floor Control Order Create Without Material

    Hint: A dialog box appears: Routing selection.

    React to the system message: No routing found with:

    Reference Operation Set

    Hint: A dialog box appears: Enter reference operation set.

    Use the reference operation set (task list group) 50000000.

    1. Assign the production order to cost center 4220.

    a) No answers are required for this exercise.

    2. Make any changes or additions to the order that you like.

    a) No answers are required for this exercise.

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    3. Save the order.

    a) No answers are required for this exercise.

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  • TSCM42 Lesson: Order Creation

    Lesson Summary

    You should now be able to:

    Use the different ways of creating a production orders.

    Explain the activities involved in production order creation.

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    Lesson: Master Data Selection

    Lesson OverviewThis lesson familiarizes you with the process and the settings of master dataselection for production orders.

    Lesson ObjectivesAfter completing this lesson, you will be able to:

    Define order types and order type-dependent parameters in Customizing

    Make the appropriate Customizing settings for master data selection

    Make the appropriate material master settings for master data selection

    Explain the master data selection process in different situations.

    Business ExampleYou have to complete various scenarios of master data selection for productionorders in your company. You proceed in the following way:

    You will define a production order type in Customizing and get an overviewof the order type-dependent parameters.

    You will make settings for master data selection at order creation inCustomizing and the material master.

    You will test master data selection for production orders in differentsituations.

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  • TSCM42 Lesson: Master Data Selection

    Figure 40: Activities Involved in Production Order Creation

    Figure 41: Order Type: Customizing

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    Figure 42: Master Data Selection (I)

    Figure 43: Master Data Selection (II)

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  • TSCM42 Lesson: Master Data Selection

    Figure 44: Master Data Selection (III)

    Routing Selection

    Figure 45: Routing Selection Criteria

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    Figure 46: Routing Selection: Process Flow

    Abbreviations for Customizing tables:

    T399X = Order Type-Dependent Parameters

    TCA43 = Automatic Selection (for routing)

    TCO41 = Define Default Values (for default operation)

    With automatic selection, the Selection method indicator in the material master(MRP 4 screen) determines the further selection procedure.

    Note the following special features:

    Indicator =Blank

    With the selection ID from the table T399X the system searchesin table TCA43 following the sequence of the prioritiescontained there for the first routing that fulfills the lot size,routing type, usage and status criteria.

    Indicator = 1 Same as value = blank

    Indicator = 2 The production version is taken from a planned order in thecase of planned order conversion.Otherwise the system searches the material master forproduction versions that fit the lot size. If there are severalvalid production versions, the alphanumerical first version willbe taken or the user can choose a version manually (dependenton the corresponding setting in T399X). If a valid production

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  • TSCM42 Lesson: Master Data Selection

    version is not found, the system does not terminate theselection, but continues to search a routing and a BOM usingthe same procedure as if the indicator were blank.

    Indicator = 3 Same as value = 2. If no valid production version is found,the system terminates the selection. No production orderis created.

    Selection by production version requires that valid production versions have beenmaintained in the material master.

    If you have created a routing for a sales order or aWBS element, this is used,regardless of the other selection criteria.

    Copying Production Resources/Tools

    Figure 47: Assignment of Production Resources / Tools

    Production resource/tool assignments are copied from the routing to theproduction order.

    You can assign production resources/tools to every operation in a productionorder.

    You manage production resources/ tools by choosing

    ECC Logistics Production Master Data Production Resources andTools Production Resources/Tools .

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    BOM Selection

    Figure 48: BOM Selection Criteria

    You have to define BOM selection options in Customizing.

    The system always checks all criteria.

    Only BOM items relevant to production are copied to the order (see the itemstatus for the component).

    If there are several valid BOMs that could be selected, the system automaticallychooses the first valid one.

    You can make the validity of a BOM item dependent on various parameters,such as the date, customer, serial and material number of the product to bemanufactured (see Parameter Effectivity in Change Management)

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  • TSCM42 Lesson: Master Data Selection

    Figure 49: BOM Selection: Process Flow

    Abbreviations for Customizing tables:

    T399X = Order Type-Dependent Parameters

    TC04 = Define Applications

    TCS41 = Define Priorities for BOM Usage

    T415 A = Define Alternative determination for Multiple BOMs

    During BOM selection, the alternative selection indicator in thematerial master(MRP 4 screen) determines the selection procedure.

    Note the following special features:

    Indicator =Blank

    The system takes the BOM usage determined for each ordertype from the table T399X, enters the table TC04 and takes aselection ID from this table. The system uses this selectionID and searches the sequence of priorities contained in tableTCA41 for the first available BOM that fulfills the lot size andBOM usage criteria.

    Indicator = 1 Selection according to date requires that an entry ismaintained in Customizing for the material (T415A alternativeselection multiple BOM).

    Indicator = 2 The production version is taken from a planned order in thecase of planned order conversion.

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    Otherwise the system searches the material master forproduction versions that fit the lot size. If there are severalvalid production versions, the alphanumerical first version willbe taken or the user can choose a version manually (dependenton the corresponding setting in T399X). If a valid productionversion is not found, the system does not terminate theselection, but continues to search a routing and a BOM usingthe same procedure as if the indicator were blank.

    Indicator = 3 Same as value = 2. If no valid production version is found,the system terminates the selection. No production orderis created.

    Selection by production version requires that valid production versions have beenmaintained in the material master.

    If you have created a BOM for a sales order or a WBS element, this is used,regardless of the other selection criteria.

    Figure 50: Item Categories in Production Orders

    Item categories control the data scope and functions of a material component.

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    Typical examples are:

    Stock item

    Non-stock item

    Variable-size item

    Text item

    Class item

    You cannot make alterations to item categories once they have been set.Follow-on documents are generated with the production order according tothe item category.

    Components with the item category non-stock item automatically generate apurchase requisition. This can be displayed for an item via another screen.

    The class item stands for a wide variety of different materials. The systemuses the find object function for class function to specify the class item asa specific stock item.

    The document item is copied to the document list for the production order(document link).

    Figure 51: Reservation

    The system generates material reservations for all material components ofa production order belonging to the stock material type. Reservations areconsidered in requirements determination for MRP.

    Goods movements for production order components are created with referenceto reservations.

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    A reservation item is valid for a plant or the storage location of a plant.

    A requirements date for each item is defined by scheduling the order.

    The reservations for material components of the production order are assigned tothis production order.

    Figure 52: Material Assignment

    You can assign material components to operations when managing both BOMsand routings. The assignment of material components to operations is copiedto the production order.

    If no assignments are maintained, then the system automatically assigns the BOMmaterial components to the first operation.

    When you display the material component overview, you can assign materialcomponents to individual operations and display them. Thematerial componentslist can be sorted and filtered according to various criteria in order to enhancethis overview.

    Additional functions include assigning, reassigning, and deleting materialassignments, as well as navigating between operations.

    You are able to reassign materials up to the point of order release.

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    Document Integration

    Figure 53: Document Integration in the Production Order

    You can assign any number of documents, maintained in the documentmanagement system (DMS), to a production order.

    Documents can be illustrations, texts or videos, for example.

    The documents are only linked to the production order but not saved with it.

    Links from documents to a production order can be created manually orautomatically.

    Documents are linked automatically when you create the order or release it, bycopying the document items from the BOM, the production version or thedocument link to the material master for the product to be manufactured (tobe activated in the production scheduling profile in Customizing for productionorders).

    Document links in the production order created in this way can be displayed,changed, deleted, printed (separate list), archived, and displayed in theproduct structure browser.

    The system does not support the printing of original documents.

    All the document types used must be permitted for object PORDER (productionorder), work with status management and must be released. (See Customizing forthe Document Management System).

    You manage documents by choosing

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    ECC Logistics Central Functions Document Management System Document .

    Examples, see above:

    Document 1 - Link copied from material master

    Document 2 - Link created manually

    Document 3 - No link to the production order

    Documents 4 and 5 - Links created from BOM item

    Document 6 does not appear in the document overview for the productionorder

    Operation Sequences in a Production Order

    Figure 54: Alternative Sequences

    Alternative and parallel operation sequences are possible in production orders.

    The alternative sequence allows you to choose alternative operations for asequence of operations. Alternative sequences are linked to the standard sequence.An alternative sequence can be determined automatically when you create anorder or read the master data.

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    You can use the Exchange Sequences function to replace alternative sequenceswith a different sequence. This exchange is possible as long as certain functionshave not yet been executed. These could be material withdrawals, confirmationsor purchase orders.

    Application:

    Changed work procedures for different lot sizes

    With capacity bottlenecks (external processing)

    APO: Alternative sequences can be mapped as alternative modes (SAP Note217210). The Exchange Sequences function is not recommended!

    Figure 55: Parallel Sequences

    The parallel sequence enables you to process operations parallel to andindependent of other operations.

    You can copy both parallel and alternative sequence types from the routing to theorder (control in Customizing). Parallel sequences are linked to the standardsequence through predecessor/successor relationships.

    Parallel sequences are a special form of overlapping operations. This givesrise to network-like structures.

    Order scheduling inserts operation floats according to the alignment keyspecifications.

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    Usage:

    In mechanical engineering for assemblies involving the production ofindividual components, inspection processes, and preparatory and closingoperations.

    In the chemical industry for analysis processes that are carried out in parallelto the production process.

    Reading Master Data

    Figure 56: Reading PP Master Data

    You can use the function Read PP master data to exchange the originally copiedrouting and / or BOM with a different routing and / or BOM alternative. Thisexchange is possible as long as certain functions have not yet been executed.These could be material withdrawals, confirmations, or purchase orders.

    Assignments of components (BOMs) and production resources/tools are retained,provided that the corresponding operation still exists.

    You execute the function in the production order by choosing

    . Functions Read PP Master Data

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  • TSCM42 Lesson: Master Data Selection

    Order Change Management (OCM)

    Figure 57: Order Change Management (OCM)

    If you wish to change orders already being used in production and the optionsprovided by the Read PP master data function do not suffice, you can use OrderChange Management for production orders (OCM) (as of Release 4.5).

    The change management function enables the user to make changes that arecoordinated throughout the order process, in terms of content and dates, to oneor more objects (product master data and documents from business transactionscurrently in process).

    Change management differentiates between:

    ECM = Engineering Change Management

    OCM = Order Change Management

    ECM concentrates on the preparation and making of changes to product masterdata.

    OCM concentrates on making changes to production orders that are in production(and on searching for the planned orders or purchase orders affected by thesechanges).

    The basis for changes to be made by OCM are both changes from the productmaster data (ECM) and certain changes from sales orders (SD).

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    You cannot carry out automatic unchecked changes to production orders that arecurrently being used in the production process (for example, material consumptionhas been posted, order is partially confirmed). This is why the system providesOCM functions for the controlled change of orders.

    You can find order change management (OCM) by choosing

    ECC Logistics Production Shop Floor Control Control OrderChange Management ....

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  • TSCM42 Lesson: Master Data Selection

    Exercise 9: Order Type

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Define order types

    Define order type-dependent parameters

    Business ExampleYou will define a production order type in Customizing and get an overview ofthe order type-dependent parameters.

    Task 1:Create order type PO## along with the description Prod.order, int. numberassignmt, grp ## in Customizing.

    1. Create order type PO## along with the description Prod.order, int. numberassignmt, grp ## in Customizing.

    2. Define settlement profile PP01 for your order type.

    Use F1 help for information on the settlement profile functions and on theother parameters and control indicators for the order type.

    Save your settings.

    3. Assign your order type to the number range Production orders.

    Task 2:

    1. Define the order type-dependent parameters for your order type PO## inCustomizing for plant 1000.

    To do so, copy the parameters for order type PP01 of plant 1000.

    Here you are able to get the first overview of the parameters and controlindicators you can define. If required, use F1 help.

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    Solution 9: Order Type

    Task 1:Create order type PO## along with the description Prod.order, int. numberassignmt, grp ## in Customizing.

    1. Create order type PO## along with the description Prod.order, int. numberassignmt, grp ## in Customizing.

    a) Tools Customizing IMG Execute Project

    Press SAP Reference IMG /

    Production Shop Floor Control Master Data Order DefineOrder Types

    Choose New Entries.

    Order category: 10 (cannot be changed)

    Order type: PO## Prod.order, int. no.assignmt, grp ##

    2. Define settlement profile PP01 for your order type.

    Use F1 help for information on the settlement profile functions and on theother parameters and control indicators for the order type.

    Save your settings.

    a) Enter the following data in the Cost Controlling subscreen:

    Settlement profile: PP01

    Save your settings.

    Continued on next page

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  • TSCM42 Lesson: Master Data Selection

    3. Assign your order type to the number range Production orders.

    a) Choose Number Range General.

    The Maintain Number Range Groups screen appears.

    Select Number Range Production orders.

    The order types that have not yet been assigned to a number rangeare displayed at the end of the list.

    Position the cursor on your order type PO## and choose Edit SelectElement.

    Then choose Edit Assign Element Group.

    Your order type is assigned to the Production orders number range.Check this.

    Save your number range assignment.

    Choose Enter to confirm the information about the transport of numberrange intervals.

    Choose Back to get back to order type maintenance. Choose Backagain to exit the screen.

    Task 2:

    1. Define the order type-dependent parameters for your order type PO## inCustomizing for plant 1000.

    To do so, copy the parameters for order type PP01 of plant 1000.

    Here you are able to get the first overview of the parameters and controlindicators you can define. If required, use F1 help.

    a) Customizing: () Shop Floor Control Master Data Order Define Order Type-Dependent Parameters

    Select the line for order type PP01 and plant 1000.

    Choose: Edit Copy As.

    You arrive at the view Order Type-Dependent Parameters: OverviewDetails of Selected Sets.

    Overwrite order type PP01 with your order type PO##.

    Choose Enter. The system copies the data. Save your ordertype-dependent parameters.

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  • TSCM42 Lesson: Master Data Selection

    Exercise 10: Creating an Order withMaster Data

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Explain routing and BOM selection

    Explain production versions in the production order

    Explain how master data is read

    Business ExampleAs production manager, production scheduler, or supervisor, you generally createproduction orders on the basis of master data (routings, BOMs) that is created andmaintained in the engineering and work scheduling departments at your company.

    This is particularly the case when the production of materials and activities is of arepetitive nature. In this exercise you will be introduced to the selection types theSAP ECC component uses to search for valid master data for the production order.

    Task:

    1. Create an order with the following data:

    Material R-F1##

    Production plant 1000

    Order type PP01

    Total quantity 1 piece

    End date any

    Scheduling type backwards

    Choose

    ECC LO PP Shop Floor Control Order Create WithMaterial

    2. What is the explosion date of the BOM and the routing transferred to theproduction order?

    Answer: __________________

    Choose:

    Goto Header

    Continued on next page

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    Select the Master Data tab

    3. Compare the explosion date with the basic dates of the production order.Which date corresponds to the explosion date?

    Answer: _____________________

    Select the General tab page

    4. Release the order and save it.

    Order number: _____________________

    Choose:

    Functions Release

    5. In operation 0010, change the routing of material R-F1##. In theoperation, enter a minimum wait time of 10 minutes and save the change.

    Choose:

    ECC Logistics Production Master Data Routings Routings Standard Routings Change

    Operation overview:

    Select the operation.

    Details Operation:

    See the Interoperation times field group.

    6. In your production order, execute the Read PP master data function.

    Choose:

    Functions Read PP Master Data

    Hint: A dialog box appears: Read PP Master Data

    Here, you have the option of reading the routing or the BOM againand redetermining the explosion date.

    Caution: The system resets the status of your production order toCreated.

    7. In your production order, ensure that the change was successful. Ensure thatoperation 0010 now contains a process-related wait time.

    Continued on next page

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  • TSCM42 Lesson: Master Data Selection

    Operation Overview:

    Opeartion Operation Details

    Select the Interoperation times tab page

    8. Save your order.

    9. Create another order using the following data:

    Material R-B4##

    Production plant 1000

    Order type PP01

    Total quantity 1 piece

    End date Any

    Scheduling type Backwards

    Choose:

    ECC Logistics Production Shop Floor Control Order Create With Material

    Hint: A dialog box appears: Select Production Version forMaterial R-B4## plant 1000.

    You can use a production version to define fixed processes (routingand/or BOM alternatives) according to which production is to becarried out, when required.

    In the next steps in the exercise, you should find out about thecontents of the various production versions before you make aselection.

    10. Check which production versions are maintained for the material master.

    To check the versions, in the dialog box select the pushbutton.

    Versions: overview

    11. Display the detail data for the existing production versions and answerthe following question:

    To do so, in the dialog box select the Detail pushbutton

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    Why does the system only offer production version 0001 for selection forthe production order?

    Answer:

    ___________________________________________

    ___________________________________________

    12. The order is to be created according to production version 0001, whichhas been prepared in the material master.

    In the Selection of Production Versions dialog box, choose the productionversion 0001 and press the Choose pushbutton.

    13. Ensure that the production version used in the production order is correct.

    Goto Header

    Select the Master Data tab

    14. Save the order.

    15. To change a production version later, use the Read PP master data function.

    In your order, try to swap the original production version 0001 with thenew production version 0002.

    Hint: You cannot do this because, as was explained above, thesystem only offers you version 0001.

    Choose:

    Functions Read PP Master Data

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  • TSCM42 Lesson: Master Data Selection

    Solution 10: Creating an Order with MasterData

    Task:

    1. Create an order with the following data:

    Material R-F1##

    Production plant 1000

    Order type PP01

    Total quantity 1 piece

    End date any

    Scheduling type backwards

    Choose

    ECC LO PP Shop Floor Control Order Create WithMaterial

    a) No answer required

    2. What is the explosion date of the BOM and the routing transferred to theproduction order?

    Answer: __________________

    Choose:

    Goto Header

    Select the Master Data tab

    a) Select theMaster Data tab in the order header and read the explosiondate.

    3. Compare the explosion date with the basic dates of the production order.Which date corresponds to the explosion date?

    Answer: _____________________

    Select the General tab page

    a) Answer: Basic start date

    4. Release the order and save it.

    Order number: _____________________

    Choose:

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    Functions Release

    a) No answer required

    5. In operation 0010, change the routing of material R-F1##. In theoperation, enter a minimum wait time of 10 minutes and save the change.

    Choose:

    ECC Logistics Production Master Data Routings Routings Standard Routings Change

    Operation overview:

    Select the operation.

    Details Operation:

    See the Interoperation times field group.

    a) No answer required

    6. In your production order, execute the Read PP master data function.

    Choose:

    Functions Read PP Master Data

    Hint: A dialog box appears: Read PP Master Data

    Here, you have the option of reading the routing or the BOM againand redetermining the explosion date.

    Caution: The system resets the status of your production order toCreated.

    a) No answer required

    7. In your production order, ensure that the change was successful. Ensure thatoperation 0010 now contains a process-related wait time.

    Operation Overview:

    Opeartion Operation Details

    Select the Interoperation times tab page

    a) No answer required

    Continued on next page

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  • TSCM42 Lesson: Master Data Selection

    8. Save your order.

    a) No answer required

    9. Create another order using the following data:

    Material R-B4##

    Production plant 1000

    Order type PP01

    Total quantity 1 piece

    End date Any

    Scheduling type Backwards

    Choose:

    ECC Logistics Production Shop Floor Control Order Create With Material

    Hint: A dialog box appears: Select Production Version forMaterial R-B4## plant 1000.

    You can use a production version to define fixed processes (routingand/or BOM alternatives) according to which production is to becarried out, when required.

    In the next steps in the exercise, you should find out about thecontents of the various production versions before you make aselection.

    a) No answer required

    10. Check which production versions are maintained for the material master.

    To check the versions, in the dialog box select the pushbutton.

    Versions: overview

    a) No answer required

    11. Display the detail data for the existing production versions and answerthe following question:

    To do so, in the dialog box select the Detail pushbutton

    Why does the system only offer production version 0001 for selection forthe production order?

    Answer:

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    ___________________________________________

    ___________________________________________

    a) This is the only production version that has a lot size range thatincludes the order quantity.

    12. The order is to be created according to production version 0001, whichhas been prepared in the material master.

    In the Selection of Production Versions dialog box, choose the productionversion 0001 and press the Choose pushbutton.

    a) No answer required

    13. Ensure that the production version used in the production order is correct.

    Goto Header

    Select the Master Data tab

    a) No answer required

    14. Save the order.

    a) No answer required

    15. To change a production version later, use the Read PP master data function.

    In your order, try to swap the original production version 0001 with thenew production version 0002.

    Hint: You cannot do this because, as was explained above, thesystem only offers you version 0001.

    Choose:

    Functions Read PP Master Data

    a) No answer required

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  • TSCM42 Lesson: Master Data Selection

    Lesson Summary

    You should now be able to:

    Define order types and order type-dependent parameters in Customizing

    Make the appropriate Customizing settings for master data selection

    Make the appropriate material master settings for master data selection

    Explain the master data selection process in different situations.

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    Lesson: Scheduling

    Lesson OverviewThis lesson familiarizes you with the process and settings of scheduling forproduction orders.

    Lesson ObjectivesAfter completing this lesson, you will be able to:

    Perform the following Customizing activities for scheduling productionorders: define scheduling parameters, define scheduling margins

    Trace the scheduling of production orders in detail

    Business ExampleYou will define scheduling parameters for your order type and a scheduling marginkey for your product in Customizing. You will then test different scenarios forproduction order scheduling in the application.

    Figure 58: Scheduling in Production Planning

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  • TSCM42 Lesson: Scheduling

    Production planning knows two scheduling methods that are used for differentpurposes and have different results:

    Planned order scheduling in MRP (calculates basic dates only)

    Lead time scheduling (calculates production dates based on basic dates).

    Only lead time scheduling calculates operation-related dates and capacityrequirements.

    Lead time scheduling is used for:

    Order scheduling

    Routing scheduling

    Scheduling in the applications PS, PM, and PI

    In addition, lead time scheduling can be activated in material requirementsplanning in order to determine capacity requirements for planned orders.

    Figure 59: Production order: Scheduling/Time Elements

    The above graphic shows all the possible elements in the total lead time of theproduction order.

    There are two order float times, which serve different purposes:

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  • Unit 4: Order Creation TSCM42

    Float before production: Postponement of dates, capacity planning

    Float after production: Absorbs any delays

    The order float can be predefined using a scheduling margin key (order headerscreen).

    This key is entered in the material master and maintained in Customizing forproduction orders under Scheduling.

    The duration of an operation comprises a maximum of five time elements:

    Queue time

    Setup time

    Processing time

    Teardown time

    Process-specific wait time.

    The duration of the move time lies between two operations, but it is assigned tothe preceding operation.

    If a production order is being used to perform production for a sales order, thenother time segments that are relevant to sales have to be added.

    Figure 60: Scheduling: Operation - Calculation of Setup, Processing, andTeardown Times

    To calculate the durations of the setup, processing, and teardown times, you mustdefine a capacity category to be used as the scheduling basis and formulas inthe work center.

    The durations are determined on the basis of the standard values and additionalformula parameters.

    When determining the operation dates, the available capacity is taken into accountwith breaks in the scheduling basis.

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  • TSCM42 Lesson: Scheduling

    Figure 61: Capacity Requirements of an Operation

    On the basis of the standard values and other formula parameters, formulas areused to calculate the capacity requirements (per capacity category) of an operation.

    Figure 62: Scheduling: Customizing

    Customizing: Define Scheduling Parameters for Production Orders

    In this activity, you define the parameters necessary for scheduling productionorders for each plant, order type, and production scheduler.

    Figure 63: Scheduling Margins

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  • Unit 4: Order Creation TSCM42

    Customizing: Define Scheduling Margin Keys

    In this activity, you specify time floats for order scheduling as well as the releaseperiod for order release.

    A suitable scheduling margin key is assigned to a material on the MRP viewof its material master.

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  • TSCM42 Lesson: Scheduling

    Exercise 11: Scheduling

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Define scheduling parameters in Customizing

    Define a scheduling margin key in Customizing

    Explain the scheduling of production orders in the application

    Business ExampleYou will define scheduling parameters for your order type and a scheduling marginkey for your product in Customizing.

    You will then test different scenarios for production order scheduling in theapplication.

    Task 1:Try to create a production order for material R-F1## and your order type PO## inproduction plant 1000.

    1. You will get the error message Scheduling parameters are not defined forproduction orders.

    Task 2:Define the scheduling parameters for your order type PO## for all productionschedulers in plant 1000. To do so, copy the scheduling parameters for ordertype PP01.

    1. Choose the following Customizing activity:(SPRO: SAP Reference IMG: Production Shop Floor Control Operations Scheduling Define Scheduling Parameters for ProductionOrders)

    Define Scheduling Parameters for Production Orders

    Select the line for Plant 1000, Order Type PP01, and PrSch *.

    Choose icon Copy As

    In Change View Specify scheduling parameters: Details of Selected Set:

    Field Order type:Delete entry PP01 and set your order type PO##.

    Choose Enter to copy the settings.

    Save your scheduling parameters.

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    2. Change your scheduling parameters:

    Subscreen Scheduling control for detailed scheduling:Scheduling Type: Forwards

    Subscreen Reduction:Maximum reduction level: Do not reduce beyond reduction level 3% reduction in floats: 30 / 60 / 100

    Save your changes.

    Task 3:Define a scheduling margin key in Customizing and assign it to your product.

    1. Choose the following Customizing activity:(SPRO: SAP Reference IMG: Production Shop Floor Control Operations Scheduling Define Scheduling Margin Key)

    Define Scheduling Margin Key

    Choose New Entries

    Plnt: 1000Key: T##Opening Period: 5Float After Production: 1Float Before Production: 2Release Period: 5

    Save your scheduling margin key.

    2. Choose transaction MM02(SAP menu: Logistics Production Master Data Material Master Material Change Immediately) to change

    Material: R-F1##

    Select the View MRP 2 and the Organizational Level Plant 1000.

    Scheduling / SchedMargin key: T##

    Save your material.

    Task 4:Create a production order and check the scheduling of the order for differentsituations.

    1. Create a production order of type PO## for material R-F1## in plant 1000.

    Enter a total quantity of 1 PC.

    Continued on next page

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  • TSCM42 Lesson: Scheduling

    Choose next Monday (or the first workday of next week) as the basic startdate.

    2. Check:

    In accordance with the scheduling parameters you have defined inCustomizing, the system proposes scheduling type Forwards.

    According to the settings you have made in the material master record formaterial R-F1##, the system proposes scheduling margin key T##.

    Control tab: In accordance with the scheduling parameters, the systemsets the Calculate Capacity Reqs indicator and the Automatic Schedulingindicator.

    3. Check in detail the scheduled dates and times on header, operation, andcomponent level.

    For the operations, check also the calculated activities and capacityrequirements.

    Analyze these data with help of the information given in the participanthandbook.

    4. Now change the basic end date to one workday closer to the present

    Check: The status NTUP dates are not updated has been set.

    Choose icon Schedule Order.

    Check:

    Reduction level 1:The float before production was reduced by one day. As a result, thescheduled start date is now one day closer to the present.

    5. Now change the basic end date to one more workday closer to the present.

    Again, check the status and reschedule the order.

    Check:

    Reduction level 2:The float after production is used up.

    6. Again, change the basic end date to one workday closer to the present andschedule the order again.

    Check:

    Reduction level 3:The float before production is used up. As a result, the scheduled start date isnow one more day closer to the present.

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    7. Choose Order Settings Scheduling to display the schedulingparameters that you can still change in the order.

    Delete the settings for the reduction strategy and schedule the order again.

    Check:

    The basic end date has been adjusted in accordance with the Customizingsettings in the scheduling parameters.

    8. Now choose the scheduling type Backwards and schedule the order again.

    Check:

    Starting from the basic end date, the system schedules the order backward.

    As a result, the order receives a new scheduled end date and due to this, newoperation dates as well as a new scheduled start date.

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  • TSCM42 Lesson: Scheduling

    Solution 11: Scheduling

    Task 1:Try to create a production order for material R-F1## and your order type PO## inproduction plant 1000.

    1. You will get the error message Scheduling parameters are not defined forproduction orders.

    a) - - -

    Task 2:Define the scheduling parameters for your order type PO## for all productionschedulers in plant 1000. To do so, copy the scheduling parameters for ordertype PP01.

    1. Choose the following Customizing activity:(SPRO: SAP Reference IMG: Production Shop Floor Control Operations Scheduling Define Scheduling Parameters for ProductionOrders)

    Define Scheduling Parameters for Production Orders

    Select the line for Plant 1000, Order Type PP01, and PrSch *.

    Choose icon Copy As

    In Change View Specify scheduling parameters: Details of Selected Set:

    Field Order type:Delete entry PP01 and set your order type PO##.

    Choose Enter to copy the settings.

    Save your scheduling parameters.

    a) - - -

    2. Change your scheduling parameters:

    Subscreen Scheduling control for detailed scheduling:Scheduling Type: Forwards

    Subscreen Reduction:Maximum reduction level: Do not reduce beyond reduction level 3% reduction in floats: 30 / 60 / 100

    Save your changes.

    a) - - -

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    Task 3:Define a scheduling margin key in Customizing and assign it to your product.

    1. Choose the following Customizing activity:(SPRO: SAP Reference IMG: Production Shop Floor Control Operations Scheduling Define Scheduling Margin Key)

    Define Scheduling Margin Key

    Choose New Entries

    Plnt: 1000Key: T##Opening Period: 5Float After Production: 1Float Before Production: 2Release Period: 5

    Save your scheduling margin key.

    a) - - -

    2. Choose transaction MM02(SAP menu: Logistics Production Master Data Material Master Material Change Immediately) to change

    Material: R-F1##

    Select the View MRP 2 and the Organizational Level Plant 1000.

    Scheduling / SchedMargin key: T##

    Save your material.

    a) - - -

    Task 4:Create a production order and check the scheduling of the order for differentsituations.

    1. Create a production order of type PO## for material R-F1## in plant 1000.

    Enter a total quantity of 1 PC.

    Choose next Monday (or the first workday of next week) as the basic startdate.

    a) - - -

    2. Check:

    In accordance with the scheduling parameters you have defined inCustomizing, the system proposes scheduling type Forwards.

    Continued on next page

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  • TSCM42 Lesson: Scheduling

    According to the settings you have made in the material master record formaterial R-F1##, the system proposes scheduling margin key T##.

    Control tab: In accordance with the scheduling parameters, the systemsets the Calculate Capacity Reqs indicator and the Automatic Schedulingindicator.

    a) - - -

    3. Check in detail the scheduled dates and times on header, operation, andcomponent level.

    For the operations, check also the calculated activities and capacityrequirements.

    Analyze these data with help of the information given in the participanthandbook.

    a) - - -

    4. Now change the basic end date to one workday closer to the present

    Check: The status NTUP dates are not updated has been set.

    Choose icon Schedule Order.

    Check:

    Reduction level 1:The float before production was reduced by one day. As a result, thescheduled start date is now one day closer to the present.

    a) - - -

    5. Now change the basic end date to one more workday closer to the present.

    Again, check the status and reschedule the order.

    Check:

    Reduction level 2:The float after production is used up.

    a) - - -

    6. Again, change the basic end date to one workday closer to the present andschedule the order again.

    Check:

    Reduction level 3:The float before production is used up. As a result, the scheduled start date isnow one more day closer to the present.

    a) - - -

    Continued on next page

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  • Unit 4: Order Creation TSCM42

    7. Choose Order Settings Scheduling to display the schedulingparameters that you can still change in the order.

    Delete the settings for the reduction strategy and schedule the order again.

    Check:

    The basic end date has been adjusted in accordance with the Customizingsettings in the scheduling parameters.

    a) - - -

    8. Now choose the scheduling type Backwards and schedule the order again.

    Check:

    Starting from the basic end date, the system schedules the order backward.

    As a result, the order receives a new scheduled end date and due to this, newoperation dates as well as a new scheduled start date.

    a) - - -

    148 2011 SAP AG. All rights reserved. 2009

  • TSCM42 Lesson: Scheduling

    Lesson Summary

    You should now be able to:

    Perform the following Customizing activities for scheduling productionorders: define scheduling parameters, define scheduling margins

    Trace the scheduling of production orders in detail

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  • Unit 4: Order Creation TSCM42

    Lesson: Costing

    Lesson OverviewThis lesson informs you about calculating planned costs for production orders.

    Lesson ObjectivesAfter completing this lesson, you will be able to:

    Determine the planned costs of a production order.

    Business ExampleYou will analyze the planned costs for a production order.

    Figure 64: Calculating Planned Costs (I)

    If you use order-related Cost Object Controlling, a cost object is managed forevery single process object.

    The costs incurred for an order can be calculated manually or automatically.For this, the order type-dependent parameters must be set up accordingly inCustomizing.

    The CO object enables different cost itemizations for the production order.

    Within the order, there are lists for the following terms:

    Itemization:Detailed overview of individual costing items

    150 2011 SAP AG. All rights reserved. 2009

  • TSCM42 Lesson: Costing

    Analysis:Overview based on cost elements (material costs, production costs, overheadcosts, ...)

    Cost component split:Overview based on costing-based cost components

    Figure 65: Calculating Planned Costs (II)

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  • Unit 4: Order Creation TSCM42

    152 2011 SAP AG. All rights reserved. 2009

  • TSCM42 Lesson: Costing

    Exercise 12: Costing

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Explain the determination of planned costs during production order creation

    Business ExampleYou will analyze the planned costs for a production order.

    Task:Display one of the production orders you created for material R-F1##.

    1. Display one of the production orders you created for material R-F1##.

    2. Display the costs that the system determined when you created the orderin the cost analysis.

    Describe how the system determined the above planned costs.

    3. How did the system determine the debits with regard to the planned materialcomponents ( Goods Issues)?

    4. How did the system determine the debits with regard to the planned activities( Confirmations)?

    5. How did the system determine the credits with regard to the plannedproduction quantity ( Goods Receipt)?

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  • Unit 4: Order Creation TSCM42

    Solution 12: Costing

    Task:Display one of the production orders you created for material R-F1##.

    1. Display one of the production orders you created for material R-F1##.

    a) - - -

    2. Display the costs that the system determined when you created the orderin the cost analysis.

    Describe how the system determined the above planned costs.

    a) In the order header:

    Goto Costs Analysis

    3. How did the system determine the debits with regard to the planned materialcomponents ( Goods Issues)?

    a) The system uses the prices maintained in the material master records todetermine the debits with regard to the planned material components( Goods Issues).

    See also the pages Calculating Planned Costs (I) and (II) in yourparticipant handbook.

    4. How did the system determine the debits with regard to the planned activities( Confirmations)?

    a) The system uses the tariffs defined for the activity types and costcenters of the work centersto determine the debits with regard to theplanned activities ( Confirmations).

    See also the pages Calculating Planned Costs (I) and (II) in yourparticipant handbook.

    5. How did the system determine the credits with regard to the plannedproduction quantity ( Goods Receipt)?

    a) The system uses the price maintained in the material master recordof the product to determine the credits with regard to the plannedproduction quantity ( Goods Receipt).

    154 2011 SAP AG. All rights reserved. 2009

  • TSCM42 Lesson: Costing

    Lesson Summary

    You should now be able to:

    Determine the planned costs of a production order.

    2009 2011 SAP AG. All rights reserved. 155

  • Unit Summary TSCM42

    Unit SummaryYou should now be able to:

    Use the different ways of creating a production orders.

    Explain the activities involved in production order creation.

    Define order types and order type-dependent parameters in Customizing

    Make the appropriate Customizing settings for master data selection

    Make the appropriate material master settings for master data selection

    Explain the master data selection process in different situations.

    Perform the following Customizing activities for scheduling productionorders: define scheduling parameters, define scheduling margins

    Trace the scheduling of production orders in detail

    Determine the planned costs of a production order.

    156 2011 SAP AG. All rights reserved. 2009

    tocIcons in Body Text

    tocIntroductionLesson:Basic Training

    Lesson:Overview of SAP applicationsProduction Types

    Production Orders: IntroductionLesson:Master Data for Production OrdersExercise 1: Demand PlanningExercise 2: Material Requirements PlanningExercise 3: Production Order Creation

    Order Processing and Order StructureLesson:Exercise 4: Production Order Processing

    Lesson:Exercise 5: Production Order StructureExercise 6: Order Creation Without Master Data

    Order CreationLesson:Order Creation with Planned OrdersCollective Conversion (Structure-Oriented)Alternative Ways of Creating a Production OrderExercise 7: Order Creation with Planned OrdersExercise 8: Other Variants for Order Creation

    Lesson:Routing SelectionCopying Production Resources/ToolsBOM SelectionDocument IntegrationOperation Sequences in a Production OrderReading Master DataOrder Change Management (OCM)Exercise 9: Order TypeExercise 10: Creating an Order with Master Data

    Lesson:Exercise 11: Scheduling

    Lesson:Exercise 12: Costing

    Availability Check, Capacity Planning, and Order ReleaseLesson:Material Availability CheckCapacity Availability CheckProduction Resources/Tools Availability CheckExercise 13: Material Availability Check

    Lesson:Splitting Capacity RequirementsExercise 14: Capacity Planning

    Lesson:Order ReleaseStatus ManagementProduction Scheduling ProfileExercise 15: Order Release, Status Management, Availability Chec

    Printing Order DocumentsLesson:Overview of the Standard DocumentsOverview of Print Control

    Lesson:Exercise 16: Printing Order Documents

    Material Staging and WithdrawalLesson:Material Staging OptionsSequence of Material StagingDetermination of Storage LocationOrganize Material StagingGoods Issue Posting

    Lesson:Exercise 17: Material Staging

    ConfirmationsLesson:Confirmation ProcedureRequirements for ConfirmationsExercise 18: Confirmations Parameters

    Lesson:Confirmation Transactions and OptionsConfirmation with Transaction CO11NConfirmation ResultsMilestone and Progress ConfirmationExercise 19: Confirmations

    Goods ReceiptLesson:Lesson:Exercise 20: Goods Receipt

    Order Settlement, Archiving and DeletionLesson:Exercise 21: Order Settlement

    Lesson:Exercise 22: Archiving and Deleting

    Information Systems, Mass Processing and AutomationLesson:Lesson:Lesson:Lesson:

    Optional Appendix: Further Functions and EnhancementsLesson:Business Function LOG_PP_PROD_ORD_SPLITMotivations to Split Production OrdersOrder Split: FeaturesExercise 23: Order Split

    Lesson:Business Function LOG_PP_SRN_CONFShift Report and Shift Note: IntroductionShift NotesShift ReportsBusiness Function LOG_PP_SRN_02Enhancements for Shift Reports with EhP 5Enhancements for Shift Notes with EhP 5New Shift Note Cockpit (EhP 5)Other Enhancements for Shift Notes with EhP5Exercise 24: Shift Reports / Shift Notes

    Lesson:Business Function LOG_PP_WIP_BATCHWIP Batch: Definition, Usage and Features Example ProcessHow to Set up WIP BatchesBusiness Function LOG_PP_WIP_BATCH_02Exercise 25: Work-in-Process (WIP) Batch

    Lesson:Business Function LOG_PP_XS_RTG_POProcess Integration and Process ManagementXStepsPI Sheet and Work InstructionProcess MessagesOrder ProcessingExercise 26: Process Integration

    Lesson:Lesson:Lesson:

    Order-Controlled Production with Process OrdersLesson:Application Areas of Process OrdersProcess Order-Controlled Production: CharacteristicsCross-Application Functional ProcessMaster Data for Process OrdersMaterial and BatchBatch Management in Supply Chain ManagementDemo Scenario: Ice Cream Production in Plant 1100

    Lesson:Process Flow and Structure of Process OrderOrder Creation OptionsIntegration with Planning (ECC or SCM (APO))Order Creation with Planned OrdersOrder Release FunctionsBatch DeterminationProcess ManagementHTML-Based PI SheetThe Material Staging ProcessStandard Postings for Process OrdersFlexible Data Entry with Process MessagesProduction in Compliance with GMPEnhanced Functions for Process OrderProcess Manufacturing: Information SystemsExercise 27: Master Data for Order-Controlled Production with PrExercise 28: Integration with Planning; Process Order Creation wExercise 29: Process Order Release; Processing an Order with a P

    Repetitive ManufacturingLesson:Application AreasGeneral CharacteristicsCross-Application Functional ProcessLogistical Master Data for Repetitive ManufacturingDemo Scenario: PC Production in Dresden PlantExercise 30: Master Data

    Lesson:Repetitive Manufacturing: Process FlowPlanning in Repetitive ManufacturingBasic Planning Strategies for Repetitive ManufacturingLine LoadingMaterial Staging OptionsBackflush and Goods ReceiptBackflush: Reporting Point BackflushCost Debit/Credit (Product-Related Cost Object Controlling)Integration with ControllingRepetitive Manufacturing: Information SystemsRepetitive Manufacturing: Enhanced FunctionsExercise 31: Integration with Production Planning and MRP in theExercise 32: Line Loading Planning in the ECC SystemExercise 33: Material Staging and Backflush

    KANBANLesson:Application AreasKANBAN PrincipleKANBAN: Characteristics

    Lesson:Using KANBAN in ProductionMaster DataKANBAN StatusPlan-Controlled Production versus KANBANExercise 34: KANBAN

    Capacity Requirements Planning (ERP)Lesson:Lesson:Exercise 35: Standard Overview

    Lesson:Exercise 36: Tabular Capacity Planning Table

    Lesson:Lesson:Exercise 37: Graphical Planning Table / Planning Strategies

    Overview of Production TypesInformation on the InternetSAP Help Portal