J02 - Organizational Structure

SAP ECC 6.00

March 2007

English

J02: Organizational Structure

SAP AGNeurottstr. 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Organizational Structure (J02): Configuration Guide

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Contents1 Introduction.............................................................................................................................. 6

1.1 Purpose......................................................................................................................... 6

1.2 Prerequisite...................................................................................................................6

2 Configuration........................................................................................................................... 6

2.1 Define Transportation Zones.........................................................................................6

2.2 Create Company...........................................................................................................7

2.3 Create Controlling Area.................................................................................................7

2.4 Create Credit Control Area............................................................................................8

2.5 Create Financial Area....................................................................................................8

2.6 Define and Assign Company Code................................................................................9

2.6.1 Create Company Code..............................................................................................9

2.6.2 Enter Global Parameters for Company Code............................................................9

2.6.3 Add Jurisdiction Code to Company Code................................................................10

2.6.4 Maintain Company Code for Materials Management..............................................11

2.6.5 Check for Duplicate Invoices...................................................................................11

2.6.6 Configure Price Change in Previous Period/Year....................................................12

2.6.7 Configure Default Values for Tax Code...................................................................12

2.6.8 Assign Company Code to Controlling Area.............................................................13

2.6.9 Assign Company Code to Company.......................................................................13

2.6.10 Assign Company Code to Financial Management Area..........................................14

2.6.11 Assign Company Code to Credit Control Area........................................................14

2.7 Create Personnel Area................................................................................................15

2.8 Create Personnel Subareas........................................................................................15

2.9 Define and Assign Sales Organization........................................................................16

2.9.1 Define Sales Organization.......................................................................................16

2.9.2 Assign Sales Organization to Company Code.........................................................16

2.10 Define Distribution Channel.........................................................................................17

2.11 Assign Distribution Channel to Sales Organization.....................................................17

2.12 Create Divisions..........................................................................................................18

2.13 Assign Division to Sales Organization.........................................................................18

2.14 Set up Sales Area........................................................................................................19

2.15 Combine Sales Organizations for Sales Documents...................................................19

2.16 Combine Distribution Channels for Sales Documents.................................................20

2.17 Combine Divisions for Sales Documents.....................................................................20

2.18 Define Common Distribution Channels for Master Data..............................................21



2.19 Define Common Divisions for Master Data..................................................................21

2.20 Define and Assign Purchasing Organization...............................................................22

2.20.1 Create Purchasing Organization.............................................................................22

2.20.2 Assign Purchasing Organization to Company Code................................................22

2.21 Define and Assign Valuation Area...............................................................................22

2.21.1 Define Valuation Area.............................................................................................22

2.21.2 Assign Valuation Area.............................................................................................23

2.22 Create Plant................................................................................................................. 23

2.22.1 Define Plant.............................................................................................................23

2.22.2 Define Plant Parameters.........................................................................................24

2.22.3 Assign Plant to Company Code...............................................................................25

2.22.4 Assign Standard Purchasing Organization to Plant.................................................25

2.22.5 Assign Organizational Units By Plant......................................................................26

2.23 Assign Sales Organization - Distribution Channel - to Plant........................................26

2.24 Assign Purchasing Organization to Plant.....................................................................27

2.25 Define Shipping Points................................................................................................28

2.26 Assign Shipping Point to Plant.....................................................................................29

2.27 Define Loading Groups................................................................................................29

2.28 Define Transportation Groups.....................................................................................30

2.29 Define Shipping Conditions.........................................................................................30

2.30 Assign Shipping Points................................................................................................31

2.31 Create Storage Location..............................................................................................32

2.32 Assign Picking Locations.............................................................................................33

2.33 Create Sales Office.....................................................................................................34

2.34 Assign Sales Office to Sales Area...............................................................................34

2.35 Maintain Sales Group..................................................................................................34

2.36 Assign Sales Group to Sales Office.............................................................................35

2.37 Maintain Transportation Planning Point.......................................................................35

2.38 Create Purchasing Group............................................................................................36

2.39 Create Warehouse......................................................................................................36

2.40 Define Storage Type....................................................................................................37

2.41 Assign Warehouse Number to Plant/Storage Location................................................38

2.42 Define Segments.........................................................................................................38



Organizational Structure Configuration Guide

1 Introduction

1.1 PurposeThis configuration guide provides the information that you need to manually set up configuration of this building block.

1.2 PrerequisiteBefore using this building block, you need to install the following building block:

Building Block Description

B32 Best Practices ECC Installation

2 Configuration

2.1 Define Transportation Zones

UseIn this activity, you define transportation zones according to country and depending on your company's needs. Transportation zones represent delivery recipient (ship-to party) regions or delivery shipper (vendor) regions.

Procedure1. Access the activity using one of the following navigation options:

Transaction code OVR1

IMG path Alternative IMG paths:

Sales and Distribution Basic Functions Routes Route Determination Define Transportation Zones

OR

Logistics Execution Shipping Basic Shipping Functions Routes Route Determination Define Transportation Zones

OR

Logistics Execution Transportation Basic Transportation Functions Routes Route Determination Define Transportation Zones

2. On the Change View “Customers: Transportation Zones”: Overview screen, choose New Entries to enter:



Ctry TranspZone Description

US US00010000 Pacific N.W.

US US00020000 Southwest

US US00030000 Southeast

US US00040000 Northeast

US US00050000 Rockies

US US00060000 Midwest

3. Choose Save.

2.2 Create Company

UseIn this step you can create companies. A company is an organizational unit in Accounting which represents a business organization according to the requirements of commercial law in a particular country.


Transaction code OX15

IMG path Enterprise Structure Definition Financial Accounting Define Company

2. On the Change View “Customers: Transportation Zones”: Overview screen, choose New Entries to enter the following.

Company Company Name

BP0001 SAP Best Practice Company

3. Choose Save.

2.3 Create Controlling Area

UseIn this step, you define your controlling area. The controlling area is an organizational unit in Accounting used to subdivide the business organization from a cost accounting standpoint..


Transaction code OKKP

IMG path Enterprise Structure Definition Financial Accounting Maintain Controlling Area


sapevent:DOCU_LINK%5CDS:GLOS.business_organization

sapevent:DOCU_LINK%5CGL:controlling%20area


2. On the Change View “Basic data”: Overview screen, choose New Entries to enter the following.

Controlling Area

Name CoCd->CO Area

Currency Type

Currency

Chart of Accts

FY Variant

BP01 Controlling area BP01

Cross-company-code cost accounting

30 USD 0010 K4

3. Choose Save.

2.4 Create Credit Control Area

Use

In this step, you define your credit control areas. The credit control area is an organizational unit that specifies and checks a credit limit for customers.

A credit control area can include one or more company codes. It is not possible to assign a company code to more than one control control area. Within a credit control area, the credit limits must be specified in the same currency.


Transaction code OB45

IMG path Enterprise Structure Definition Financial Accounting Define Credit Control Area

2. On the Change View “Credit Control Areas”: Overview screen, choose New Entries to enter the following.

Credit Control Area

Description Currency Update FY Variant

BP01 Credit control area BP01

USD 000012 K4

4. Choose Save.

2.5 Create Financial Area

UseIn this step, you create your financial management (FM) areas. The financial management area is an organizational unit within accounting which structures the business organization from the perspective of Cash Budget Management and Funds Management.




Transaction code SM30 with customizing object V_FM01_A

IMG path Enterprise Structure Definition Financial Accounting Maintain Financial Management Area

2. On the Change View “Create FM areas”: Overview screen, choose New Entries to enter the following.

FM Area FM area text FM area Currency

BP01 Financial area BP01 USD

3. Choose Save.

2.6 Define and Assign Company Code

2.6.1 Create Company Code

UseIn this activity you create your company codes. The company code is an organizational unit used in accounting. It is used to structure the business organization from a financial accounting perspective.

We recommend that you copy a company code from an existing company code. This has the advantage that you also copy the existing company code-specific parameters. If necessary, you can then change certain data in the relevant application.



IMG path Enterprise Structure Definition Financial Accounting Edit, Copy, Delete, Check Company Code

On the Choose Activity dialog box, choose Edit Company Code Data

2. On the Change View “Company Code”: Overview screen, choose New Entries to enter the following.

Company Code Company Name City Country Currency Language

BP01 Company Code BP01 Palo Alto US USD EN

3. Choose Save.

2.6.2 Enter Global Parameters for Company Code

UseIn this activity, you can make various global specifications for the company code. In addition, you can look at the most important specifications of the company code at any time in the overview. This includes, among other things, the chart of accounts and the fiscal year variant.




Transaction code OBY6

IMG path Financial Accounting Financial Accounting Global Settings Company Code Enter Global Parameters

2. On the Change View “Company Code Global Data”: Overview screen, switch the screen to Change mode, if necessary.

3. Select the line with Company Code BP01.

4. Choose Details.

5. On the Change View “Company Code Global Data”: Details screen, enter the following.

Accounting organization

Chart of accts 0010

Company BP0001

Credit control area BP01

FM Area BP01

Fiscal Year Variant K4

Processing parameters

Document Entry Screen Variant 2

Field status variant 0010

Propose Fiscal Year X

Pstng period variant 0010

Define Default Value Date X

Max. Exchange rate deviation 10

Workflow variant 0001

CoCd->CO Area 2

Cost of Sales Accounting Activ 2

Negative postings

Cash Management activated X

6. Choose Save.

2.6.3 Add Jurisdiction Code to Company Code

UseThis activity adds the jurisdiction code to the company code's address.

Procedure1. Access the activity with one of the following methods:



Transaction Code SM30 (Customizing Object V_T001, choose Maintain)

SAP IMG Menu Enterprise Structure Definition Financial Accounting Edit ,Copy ,Delete, Check Company Code

2. If you enter the transaction through the menu path, double-click Edit Company Code Data. Otherwise, go to the next step.

3. Select the row containing company code BP01, then choose the Details button.

4. On the Change View "Company Code" : Details screen, choose the Address button.

5. On the Edit Address: BP01 dialog box, change the Jurisdict.Code field to CA0000000.

6. Choose the Copy button.

7. Choose the Save button.

2.6.4 Maintain Company Code for Materials Management

UseIn this IMG activity, you set up company codes for materials management..


Transaction code OMSY

IMG path Logistics – General Material Master Basic Settings Maintain Company codes for Materials Management

2. On the Change View “Materials Management View on Company Codes”: Overview screen, choose New Entries to enter the following.

CoCd Company Name Year Pe FYr LM Abp DBp

BP01 SAP Best Practices 2007 1 2006 0 X

3. Choose Save.

2.6.5 Check for Duplicate Invoices

Use

In this step, you specify for each company code that the system is to check for duplicate invoices when invoices are entered.

This check prevents incoming invoices being accidentally entered and paid more than once.


Transaction code SM30 with Customizing Object V_169P_DC

IMG path Materials Management Logistics Invoice Verification Incoming Invoice Set Check for Duplicate Invoices



2. On the Change View “Duplicate Invoice Check”: Overview screen, switch the screen to Change mode, if necessary.

3. Select the line with CoCd (Company Code) BP01.

4. Choose Details.

5. On the Change View “Company Code Global Data”: Details screen, enter the following.

CoCd Name Check co. code Check reference Check inv. date

BP01 SAP Best Practices X X X

6. Choose Save.

2.6.6 Configure Price Change in Previous Period/Year

Use

In this IMG activity, you configure price changes in the previous period or year.

Within the framework of the Inflation Accounting solution in Materials Management (MM), the system can post the replacement cost resulting from replacement cost valuation (Market Price Determination or Inflation Index Adjustment) as a price change in Financial Accounting (FI). You make the system settings in this IMG activity if you want a price change that was posted in the previous period to be carried forward to the current period.


Transaction code OMRN

IMG path Materials Management Valuation and Account Assignment Balance Sheet Valuation Procedures Wiederbeschaffungswert-Verfahren einrichten (Inflation) Price Changes Configure Price Change in Previous Period/Previous Year

2. On the Change View “Price Change in Previous Period, not in Current Period”: Overview screen, switch the screen to Change mode, if necessary.

3. Select the line with CoCd (Company Code) BP01.

4. Enter the following.

CoCd Price carr. over

BP01 [check box empty]

5. Choose Save.

2.6.7 Configure Default Values for Tax Code

UseIn this step, you define for each company code which tax codes the SAP System suggests when you enter incoming invoices.

Procedure



1. Access the activity using one of the following navigation options:

Transaction code OMR2

IMG path Materials Management Logistics Invoice Verification Incoming Invoice Maintain Default Values of Tax Codes

2. On the Change View “Tax Defaults in Invoice Verification”: Overview screen, choose New Entries.

3. Enter the following for both default, domestic and default unplanned delivery costs.

CoCd Tax Code Jurisdiction Code

BP01 SAP Best Practices I0 CA0000000

4. Choose Save.

2.6.8 Assign Company Code to Controlling Area

UseIn this step you assign the company codes for which you want to carry out common cost controlling to a controlling area.

You may carry out cross-company-code cost accounting only by explicitly assigning the company codes to a controlling area.



IMG path Enterprise Structure Assignment Controlling Assign company code to controlling area

2. On the Change View “Basic data”: Overview screen, select the line with COAr (controlling area) set to BP01.

3. Double-click the folder Assignment of company code(s).


CoCd Company name

BP01 SAP Best Practices

5. Choose Save.

2.6.9 Assign Company Code to Company

UseIn this step you assign the company codes which you want to include in the group accounting to a company.





IMG path Enterprise Structure Assignment Financial Accounting Assign company code to company

2. On the Change View “Assign Company code -> Company”: Overview screen, find the line with CoCd (Company Code) set to BP01.


CoCd Company

BP01 BP0001

4. Choose Save.

2.6.10 Assign Company Code to Financial Management Area

UseIn this IMG activity, you assign each company code which is relevant to Cash Budget Management or Funds Management to a Financial Management area.


Transaction code OF18

IMG path Enterprise Structure Assignment Financial Accounting Assign company code to financial management area

2. On the Change View “Assigning Company Codes to FM Areas”: Overview screen, find the line with CoCode (Company Code) set to BP01.


CoCd Name FM Area FMA text

BP01 SAP Best Practices BP01 Financial Area BP01

4. Choose Save.

2.6.11 Assign Company Code to Credit Control Area

UseIn this step, you assign company codes to a credit control area.


Transaction code OB38

IMG path Enterprise Structure Assignment Financial Accounting Assign company code to credit control area

2. On the Change View “Assign company code -> credit control area”: Overview screen, find the lines with CoCd (Company Code) set to BP01.




CoCd Company Name City CCAr Overwrite CC area

BP01 SAP Best Practices Palo Alto BP01 X

4. Choose Save.

2.7 Create Personnel Area

UseIn this step, you assign personnel areas. The personnel area is an organizational unit that represents a specific area of the enterprise and is organized according to aspects of personnel, time management and payroll. A personnel area is divided into several personnel subareas.


Transaction code SM30 with Customizing Object T500P

IMG path Enterprise Structure Definition Human Resources Management Personnel Areas

2. On the Choose Activity dialog box, choose Human Resources definition | Personnel areas.

3. On the Change View “Personnel Areas”: Overview screen, choose New Entries.


Personnel area

BP01 Personnel Area BP01

5. Choose Save.

2.8 Create Personnel Subareas

UseIn this step, you assign personnel subareas. A personnel subarea is an organizational unit that represents a specific area of the company organized according to certain aspects of personnel, time management and payroll.


Transaction code SM30 with Customizing Object V_T001P

On the IMG activities overview dialog box, choose Human Resources definition |Personnel subareas

IMG path Enterprise Structure Definition Human Resources Management Personnel Subareas

2. On the Choose Activity dialog box, choose Create Personnel subareas.

3. On the Determine Work Area: Entry dialog box, enter BP01, and choose Enter.



4. On the Change View “Personnel Area/Subarea”: Overview screen, choose New Entries.


Personnel subarea Pers. Subarea text

0001 Palo Alto

0002 Palo Alto

6. Choose Save.

2.9 Define and Assign Sales Organization

2.9.1 Define Sales Organization

UseIn this step, you define the sales organizations in your company.


Transaction code OVX5

IMG path Enterprise Structure Definition Sales and Distribution Define, copy, delete, check sales organization

2. On the Change View “Sales organizations”: Overview screen, choose New Entries.


Field Value entered

Sales Organization BP01

(Description) Sales Org. BP01

Statistics currency USD

Cust. Inter-co.bill BP0001

4. Choose Save.

2.9.2 Assign Sales Organization to Company Code

UseIn this step, you assign sales organizations to your company code. You can use this step to define the allocation of sales organizations to company codes. This establishes a link between the SD and FI systems. A sales organization belongs to just one company code.





IMG path Enterprise Structure Assignment Sales and Distribution Assign sales organization to company code

2. On the Sales Organizations -> Company Code: Overview screen, select Company Code BP01 and assign it to Sales organization BP01.

3. Choose Save.

2.10 Define Distribution Channel

UseIn this step, you define the distribution channels in your company, adapting the functional scope of a distribution channel to your organization.


Transaction code OVXI

IMG path Enterprise Structure Definition Sales and Distribution Define, copy, delete, check distribution channel

On the Choose Activity dialog box, choose Define distribution channel.

2. On the Change View “Distribution Channels”: Overview screen, choose New Entries.


Distr. Channel Name

01 Direct Sales

4. Choose Save.

2.11 Assign Distribution Channel to Sales Organization

UseIn this step, you allocate the distribution channels to a sales organization. In this case, you can assign as many distribution channels as desired to a sales organization. In addition, a distribution channel can be valid for several sales organizations.


Transaction code OVXK

IMG path Enterprise Structure Assignment Sales and Distribution Assign distribution channel to sales organization

2. On the Distribution Channels -> Sales Organization: Overview screen, select Sales Org.BP01 and assign it to the following Distribution channels:



Distr. Channel Name

01 Direct Sales

3. Choose Save.

2.12 Create Divisions

UseIn this step, you define the divisions at your company. You use divisions to group together materials, products, or services. The system uses the division to determine the sales areas and business areas to which a material, product, or service is assigned.


Transaction code OMSP

IMG path Logistics - General Material Master Settings for Key Fields Define Divisions

2. On the Change View “Divisions”: Overview screen, choose New Entries.


Division Name

01 Product Division 01

4. Choose Save.

2.13 Assign Division to Sales Organization

UseIn this step, you allocate as many divisions as desired to a sales organization. Any one division can belong to several sales organizations.


Transaction code OVXA

IMG path Enterprise Structure Assignment Sales and Distribution Assign division to sales organization

2. On the Divisions -> Sales Organization: Overview screen, select Sales Org.BP01 and assign it to the following Distribution channels:

Distr. Channel Name


3. Choose Save.



2.14 Set up Sales Area

UseIn this step, you set up the sales areas. You can create a sales area for any combination of sales organization, distribution channel and division.


Transaction code OVXG

IMG path Enterprise Structure Assignment Sales and Distribution Set up sales area

2. On the Overview: Sales Areas screen, select Sales Org.BP01 BP01 and assign it to the Distribution Channel Direct Sales.

3. Under Sales Org.BP01, Select Direct Sales and assign it to the Distribution Channel Product Division 01, Direct Sales 02, and Intercompany 03.

4. Choose Save.

2.15 Combine Sales Organizations for Sales Documents

UseIn this menu option, you allocate the allowed order types to each sales area group.

You do not need to make any entries at all if all the sales order types are allowed for each of your sales areas.


Transaction code OVAO

IMG path Sales and Distribution Sales Sales Documents Sales Document Header Assign Sales Area To Sales Document Types

On the Choose Activity dialog box, choose Combine sales organizations.

2. On the Change View “Sales Organizations – Assign Order Type”: Overview screen, verify that the Ref. SOrg. field is blank.

SOrg. Name Ref. SOrg.

BP01 Sales Org. BP01 [leave blank]

3. Choose Save.



2.16 Combine Distribution Channels for Sales Documents

UseIn this menu option, you combine distribution channels for the allowed order types.


Transaction code OVAM


On the Choose Activity dialog box, choose Combine distribution channels.

2. On the Change View “DistribCh by SalesOrg – Assign Order Type”: Overview screen, verify that the Ref.DistCh. field is blank.

SOrg. DChi Name RefDistCh.

BP01 01 Direct Sales [leave blank]

3. Choose Save.

2.17 Combine Divisions for Sales Documents

UseIn this menu option, you combine divisions for the allowed order types.


Transaction code OVAN


2. On the Choose Activity dialog box, choose Combine divisions.

3. On the Change View “Divisions by SalesOrg – Assign Order Type”: Overview screen, verify that the Ref. SOrg. field is blank.

SOrg. Div Name RefDivDoc.

BP01 01 Product Division 01 [leave blank]

4. Choose Save.



2.18 Define Common Distribution Channels for Master Data

UseIn this menu option, you define common Distribution Channels.

You use this menu item to define distribution channels which have common master data. The allocation is valid within a sales organization..


Transaction code VOR1

IMG path Sales and Distribution Master Data Define Common Distribution Channels

2. On the Change View “Org.Unit:Dist.Channel per Sales Org – Assign Master Data”: Overview screen, make the following entries.

SOrg. DChi Name DCh-Conds

Name DCh-Cust/Mt

Name

BP01 01 Direct Sales 01 Direct Sales 01 Direct Sales

3. Choose Save.

2.19 Define Common Divisions for Master Data

UseIn this step, you define the divisions that common master data should apply to. The definition is valid within each sales organization..


Transaction code VOR2

IMG path Sales and Distribution Master Data Define Common Divisions

2. On the Change View “Org.Unit: Divisions per Sales Org – Assign Master Data”: Overview screen, make the following entries.

SOrg. Dv Name DivCon Name DivCus Name

BP01 01 Product Division 01



3. Choose Save.



2.20 Define and Assign Purchasing Organization

2.20.1 Create Purchasing Organization

UseIn this step, you create a purchasing organization in your company.



IMG path Enterprise Structure Definition Materials Management Maintain purchasing organization

2. On the Change View “Purchasing Organizations”: Overview screen, choose New Entries.


Purch. Organization Purch. org. descr.

BP01 Purchasing Org. BP01

4. Choose Save.

2.20.2 Assign Purchasing Organization to Company Code

UseIn this step, you assign purchasing organizations to company codes.



IMG path Enterprise Structure Assignment Materials Management Assign purchasing organization to company code

2. On the Purchasing Organizations -> Company Code: Overview screen, select Company Code BP01 and assign it to Purchasing organization BP01.

3. Choose Save.

2.21 Define and Assign Valuation Area

2.21.1 Define Valuation Area

UseIn this step, you define a valuation area in your company.

A plant can only belong to one company code.





IMG path Enterprise Structure Definition Logistics - General Define valuation level

2. On the Valuation Level screen, set the button Valuation area is a plant.

3. Choose Save.

2.21.2 Assign Valuation Area

UseIn this step, you define a valuation area in your company.




IMG path Enterprise Structure Assignment Logistics - General Assign plant to company code

2. On the Allocation of Plants -> Company Code: Overview screen, make the following assignments.

Company code Assign to Plants


BP01 Production Plant

BP02 Distribution Center

3. Choose Save.

2.22 Create Plant

2.22.1 Define Plant

UseIn the step you assign each plant to a company code.






IMG path Enterprise Structure Definition Logistics - General Define, copy, delete, check plant

On the Choose Activity dialog box, choose Define Plant.

.

2. On the Change View “Plants”: Overview screen, choose New Entries, and make the following entries.

Plnt Name 1



3. Choose Save.

2.22.2 Define Plant Parameters

UseIn this step, you make general plant settings.

Procedure 1. Access the activity using one of the following navigation options:

Transaction code SM30 with Customizing Object V_159L

IMG path Materials Management Inventory Management and Physical inventory Plant Parameters

2. On the Change View “General plant settings in inventory Management”: Overview screen, choose New Entries.

3. Select Plant BP01, and make the following entries:

Field Entry

Del. Compl. Default X

BBD/Prod Date X

BOM Usage 1

BOM Application BEST

Trans./Event Type WV

Stock type 1

Alternative unit X

Batch in background X

Movement allowed X

Days mvt. Allowed 10



Retention period 30

4. Choose Save, and Back.

5. Repeat steps 2 thru 4, replacing BP01 with BP02.

6. Choose Save.

2.22.3 Assign Plant to Company Code

UseIn this step, you assign each plant to a company code. A plant can only belong to one company code.



IMG path Enterprise Structure Assignment Logistics - General Assign Plant to Company Code

4. On the Allocation of Plants -> Company Code: Overview screen, make the following assignments.

Company code Assign to Plants




5. Choose Save.

2.22.4 Assign Standard Purchasing Organization to Plant

UseIn this step, you assign the Standard Purchasing Organization to Plant. If several purchasing organizations procure for a certain plant, you can define one of them as the standard purchasing organization for the transactions.


Transaction code OMKI

IMG path Enterprise Structure Assignment Materials Management Assign Standard Purchasing Organization to Plant

2. On the Change View “Default Purchasing Organization”: Overview screen, set BP01 as the Standard Purchasing Organization, as follows.



Plnt POrg Name 1

BP01 BP01 Production Plant

BP02 BP01 Distribution Center

3. Choose Save.

2.22.5 Assign Organizational Units By Plant

UseIn this step, you allocate a sales organization, distribution channel and division to the plants for which intercompany sales processing is possible. The delivering plant uses these specifications to process intercompany billing.


Transaction code OVV9

IMG path Sales and Distribution Billing Intercompany Billing Assign Organizational Units By Plant

On the Choose Activity dialog box, choose Assign Organizational Units to the Plants.

2. On the Change View “Organizational Units for Internal Costing Per Plant”: Overview screen, make the following entries.

Plnt Name 1 SOrg Descriptn DstCh Descriptn Div Descriptn


BP01 Sales Org. BP01

01 01 01 Product Division 01


BP01 Sales Org. BP01

01 01 01 Product Division 01

3. Choose Save.

2.23 Assign Sales Organization - Distribution Channel - to Plant

UseIn this step, you assign any number of plants to a combination of sales organization and distribution channel. A plant can be assigned more than once.





IMG path Enterprise Structure Assignment Sales and Distribution Assign sales organization – distribution channel – plant

2. On the Plants -> Sales Organization/Distribution Channel”: Overview screen, make the following assignments.

Sales organization/distribution channel Assign to Plants

BP01 01 Sales Org. BP01 Direct Sales BP01 Production Plant


3. Choose Save.

2.24 Assign Purchasing Organization to Plant

UseIn this step, you assign purchasing organizations to the plants for which they are responsible.

You have the following options:

One purchasing organization procures for one plant.This is plant-specific purchasing.

One purchasing organization procures for several plants.

Several purchasing organizations procure for one plant.


Transaction code 0X17

IMG path Enterprise Structure Assignment Materials Management Assign purchasing organization to plant

2. On the Plants -> Purchasing Organization: Overview screen, make the following assignments.

Sales organization/distribution channel Assign to Plants

BP01 Purchasing Org. BP01 BP01 Production Plant


3. Choose Save.



2.25 Define Shipping Points

UseIn the step, you define the shipping points and adapt them to your organization.


Transaction code OVXD

IMG path Enterprise Structure Definition Logistics Execution Define, copy, delete, check shipping point

2. On the Choose Activity dialog box, choose Define Point.

3. On the Change View “Shipping Points”: Overview screen, choose New Entries, and make the following entries.

Shipping Point

BP01 Shipping Point BP01

Country US

Departure Zone

US00050000

Factory Calendar

US

Shipping Point

BP02 Shipping Point BP02

Country US

Departure Zone

US00060000

Factory Calendar

US

Shipping Point

RE10 Shipping Point RE10

Country US

Departure Zone

US00060000

Factory Calendar

US

Shipping Point

RE20 Shipping Point RE20

Country US



Departure Zone

US00060000

Factory Calendar

US

4. Choose Save.

2.26 Assign Shipping Point to Plant

UseIn this step, you allocate as many shipping points as desired to the plants. Any one shipping point can belong to several plants.


Transaction code OVXC

IMG path Enterprise Structure Assignment Logistics Execution Assign shipping point to plant

2. On the Shipping Points -> Plants: Overview screen, make the following assignments.

Plants Assign to Shipping Points

BP01 Production Plant Shipping Point BP01, RE10

BP02 Distribution Center Shipping Point BP02. RE20

3. Choose Save.

2.27 Define Loading Groups

UseIn this step you define the loading groups. You enter the loading groups defined here in the material master record for the sales data for each plant.


Transaction code OVSX

IMG path Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Define Loading Groups

2. On the “Routes:Loading Groups”:Overview screen, make the following entries.

LGrp Description



0001 Crane

0002 Forklift

0003 Manual

3. Choose Save.

2.28 Define Transportation Groups

UseIn this step, you define the transportation groups. You specify the transportation groups defined here in sales/plant data of the material master record. The transportation group is copied into the delivery item.


Transaction code OVSY

IMG path Sales and Distribution Basic Functions Routes Route Determination Define Transportation Groups

2. On the Change View “Deliver Scheduling: Transportation Groups”: Overview screen, make the following assignments.

Trans. grp Description

0001 On pallets

0002 In liquid form

0003 Container

0004 Parcel

0005 Bulk Product

3. Choose Save.

2.29 Define Shipping Conditions

UseIn this step, you enter the shipping conditions defined in the customer master record in the sales data for each sales area. The SAP system copies the shipping condition into the sales document header.


Transaction code OVSF



IMG path Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Define Shipping Conditions

2. On the Change View “Shipping Conditions”: Overview screen, make the following assignments.

SC Description

01 Standard

02 Pick-up

03 Immediately

04 Transport Service

RE Returns

3. Choose Save.

2.30 Assign Shipping Points

UseIn this step you allocate the shipping points to the desired combinations of shipping condition and loading group for each plant.


Transaction code OVL2

IMG path Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Assign Shipping Points

2. On the Change View “Shipping Point Determination”: Overview screen, make the following assignments.

SC LGrp Plnt PrShP

01 0001 BP01 BP01

01 0001 BP02 BP02

01 0002 BP01 BP01

01 0002 BP02 BP02

01 0003 BP01 BP01

01 0003 BP02 BP02

02 0001 BP01 BP01

02 0001 BP02 BP02

02 0002 BP01 BP01



02 0002 BP02 BP02

02 0003 BP01 BP01

02 0003 BP02 BP02

04 0001 BP01 BP01

04 0001 BP02 BP02

04 0002 BP01 BP01

04 0002 BP02 BP02

04 0003 BP01 BP01

RE BP01 RE10

RE 0001 BP01 RE10

RE 0001 BP02 RE20

RE 0002 BP01 RE10

RE 0002 BP02 RE20

RE 0003 BP01 RE10

RE 0003 BP01 RE20

3. Choose Save.

2.31 Create Storage Location

UseIn this step you create a storage location, which is the place where stock is physically kept within a plant.



IMG path Enterprise Structure Definition Materials Management Maintain Storage Location

2. On the Determine Work Area: Entry, enter BP01, and choose Enter.

3. On the Change View “Storage Locations”: Overview screen, enter the following:

SLoc Description

0001 Do not use

0002 Shop Floor

0003 Shipping – Lean WM

0004 Do not use



0005 Stores – Lean WM

0006 Returns

4. Choose Save and then the Back button.

5. On the Determine Work Area: Entry, enter BP02, and choose Enter.

6. On the Change View “Storage Locations”: Overview screen, in Storage Location, enter 0001; and in description, enter Std warehouse.

7. Choose Save.

8. Repeat above steps for plant BP02 to create storage locations 0001, 0003 and 0006

2.32 Assign Picking Locations

UseIn this step you assign the picking locations to the combinations of shipping point and storage condition for every plant.


Transaction code OVL3

IMG path Logistics Execution Shipping Picking Determine Picking Location Assign Picking Location

2. On the Change View “Picking Location Determination”: Overview screen, enter the following.

ShPt Plnt SC SLoc

BP01 BP01 0003

BP01 BP01 01 0003

BP01 BP01 02 0003

BP02 BP02 0003

BP02 BP02 01 0003

BP02 BP02 02 0003

RE10 BP01 0006

RE10 BP01 01 0006

RE10 BP01 02 0006

RE20 BP02 0006

RE20 BP02 01 0006

RE20 BP02 02 0006

3. Choose Save.



2.33 Create Sales Office

UseIn this step you define the sales offices in your company.



IMG path Enterprise Structure Definition Sales and Distribution Maintain sales office

2. On the Change View “Sales offices”: Overview screen, enter the following.

Sales Office Description

BP01 Sales Office BP01

3. Choose Save.

2.34 Assign Sales Office to Sales Area

UseIn this step you allocate as many sales offices as desired to the sales areas. Any one sales office can belong to several sales areas at the same time. The sales areas previously defined are automatically proposed as defaults for allocation.


Transaction code OVXM

IMG path Enterprise Structure Assignment Sales and Distribution Assign sales office to sales area

2. On the Sales Offices -> Sales Area: Overview screen, make the following assignments.

Sales area Sales offices

BP01 01 01 Sales Org. BP01 Direct Sales BP01 Sales Office BP01

3. Choose Save.

2.35 Maintain Sales Group

UseIn this step you define sales groups in your company. The definition of sales groups is optional. You can use the SD system without creating sales groups.

Procedure



1. Access the activity using one of the following navigation options:


IMG path Enterprise Structure Definition Sales and Distribution Maintain sales group

2. On the Change View “Sales Groups”: Overview screen, enter the following.

Sales group Description

BP1 Sales Group BP1

3. Choose Save.

2.36 Assign Sales Group to Sales Office

UseIn this step you assign as many sales groups as desired to the sales offices. Any one sales group can belong to several sales offices.


Transaction code OVXJ

IMG path Enterprise Structure Assignment Sales and Distribution Assign sales group to sales office

2. On the Sales Groups -> Sales Office: Overview screen, make the following assignments.

Sales office Sales groups

BP01 Sales Ofice BP01 BP01 Sales Group BP1

3. Choose Save.

2.37 Maintain Transportation Planning Point

UseIn this step you define a transportation planning point. The transportation planning point is responsible for planning shipments with particular features. A shipment is assigned to one transportation planning point.



IMG path Enterprise Structure Definition Sales and Distribution Maintain sales group

2. On the Change View “Sales Groups”: Overview screen, enter the following.



TPPt Description CoCd

BP01 Transp. BP01 (comm.) BP01

3. Choose Save.

2.38 Create Purchasing Group

UseIn this step you create purchasing groups. A purchasing group can be an individual or a group of individuals.


Transaction code OME4

IMG path Materials Management Purchasing Create Purchasing Groups

2. On the Change View “Purchasing Groups”: Overview screen, enter the following.

Purchasing group Desc. Pur. Grp

Tel. No. Pur. Grp Fax number

100 John Smith 770 840 9421 770 840 9000

101 Julie Moore 770 840 9422 770 840 9000

102 Stefanie Thomas

770 840 9423 770 840 9000

103 Doug Jones 770 840 9424 770 840 9000

200 Pamela Wright 650 849 4256 650 849 4000

201 Brad Miller 650 849 4257 650 849 4000

202 Jerry Zelter 650 849 4258 650 849 4000

3. Choose Save.

2.39 Create Warehouse

UseIn this step you create a warehouse. A warehouse complex is represented in the Warehouse Management system as a warehouse number that is used to identify a complex warehouse setup. The physical location is usually decisive for assigning the definition of the warehouse number. A warehouse number groups together storage types and storage bins that are organized and maintained as a complete unit




Transaction code SM30 with Customizing Object V_T3001

IMG path Enterprise Structure Definition Logistics Execution Define, copy, delete, check warehouse number

2. On the Choose Activity dialog box, choose Define warehouse number.

3. On the Change View “Define warehouse number”: Overview screen, enter the following.

WhN Warehouse no. description

100 Lean WM 100 (without stocks)

200 Lean WM 200 (without stocks)

4. Choose Save.

2.40 Define Storage Type

UseIn this step you define a Storage Type. A warehouse number is divided up into a number of storage types. A storage type is defined on the basis of its spatial or organizational features (for example, high rack storage area, bulk storage area, goods receipt area).



IMG path Logistics - General Handling Unit Management Basics Warehouse Management Define Storage Type

2. On the Change View “Storage type definition”: Overview screen, choose New Entries.

3. On the Change View “Storage type definition”: details screen, make the following entries:

Warehouse Type Value

100 001 Fixed bin storage

100 902 GR area external rcpts

100 916 Shipping area deliveries

100 999 Differences

200 001 Fixed bin storage

200 902 GR area external rcpts

200 916 Shipping area



deliveries

200 999 Differences

4. Choose Save.

2.41 Assign Warehouse Number to Plant/Storage Location

UseIn this step, you assign the plants and the storage location to the warehouse number so that the SAP System can recognize which storage locations in Materials Management are controlled by the Warehouse Management system (LE-WM).



Choose Assign warehouse number to plant/storage location

IMG path Enterprise Structure Assignment Logistics Execution Assign warehouse number to plant/storage location

2. On the Change View “MM-IM Storage Location <-> LE-WM Warehouse Number”: Overview screen, choose New Entries.

3. Make the following entries.

Plnt SLoc WhN Warehouse no. description

BP01 0003 100 Lean WM 100 (without stocks)



4. Choose Save.

2.42 Define Segments

UseIn this step, you define the segments.


IMG path Enterprise Structure Definition Financial Accounting Define Segment



2. On the Change View “Segments for Segment Reporting”: Overview screen, choose New Entries.

3. Make the following entries.

Segment Description

BP01_A Segment A

BP01_B Segment B

BP01_C Segment C

4. Choose Save.
