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Course Description and Prerequisites
Description
This course covers the Inventory Management process to work with batches, transfer postings, goods movements, and receipts process for IM managed goods.
Prerequisites
SAP_ECC_Introduction and Navigation_100_C_ENSAP_SCM_SCM_Overview_100_C_EN
2
Training Methodology
ProcessDemoPracticeConcepts
Concepts• Outline new
concepts• List key terms
and changes
Practice• Practice
transactions in SAP
• Use exercise guide and data to complete exercises
Process• Describe the
processes and integration points
Demo• Interactive
demonstrations of transaction in SAP
3
Ground Rules
Participate actively and share your experiences
Keep cell phones off or silent – no e-mail
Please sign the attendance sheet
Refrain from side conversations
Feel free to ask questions
Break when needed
4
Key Terms
Term DefinitionMaterials Management (MM)
SAP module that governs processes form material procurement to vendor payment.
Inventory Management (IM)
SAP module that allows inventory data to be captured at the Plant-Storage Location level.
Warehouse Management (WM)
SAP module that allows inventory data to be captured at a level more granular than IM (for example, Warehouse or Bin Level).
Goods Receipt (GR)
A representation of a physical receipt of goods.
Goods Issue (GI) A representation of a physical withdrawal of goods.
Storage Location (SLOC)
An organizational unit allowing the differentiation of material stocks within a Plant.
Purchasing Information Record (PIR)
An element of master data that tracks vendor specific purchasing data for a specific material.
Stock Transport Order (STO)
Physical movement of materials from one plant to another.
55
Key Terms
Term DefinitionRadio Frequency Scanner (RF Scanner)
Device used for accessing warehouse data in real-time.
Shelf Life Expiration Date (SLED)
Expiration date for goods received. It is the maximum time a material can be stored in the warehouse.
Transfer requirement (TR)
Serves as a planning aid for putaway and stock removal. A TR tells the warehouse, “Something needs to be done”. A TR acts as a notification that, for instance, a IM stock transfer has taken place.
Transfer order (TO)
An instruction to move materials from a source storage bin to a destination storage bin in a warehouse. TO is created with reference to a TR.
Plant Site or location number.
Material Movement
Plays a central role as the instrument for controlling goods receipt, goods issue, and posting change activities. If material is being transported in any fashion, a movement type is instrumental for the move.
66
Key Terms
Term DefinitionMaterial document Any document which records a goods movement at the IM level.
Batch status An indication of the usability of a batch. Can be either unrestricted or restricted.
Stock type Is the status of the stock within a storage location. For example Unrestricted, Quality Inspection, Blocked, Restricted.
Consignment material
Goods which are stored at a FSBP facility but technically still belong to the supplier until sold for use in a production or process order.
Transfer posting A “logical” movement of stock. For example the movement of unrestricted material to quality inspection (stock status change). This is a logical movement, because the material remained in the same storage location. Because the stock went from unrestricted to quality stock, a goods movement did take place.
Transfer confirmation
A verification that the transfer of stock for a transfer order was performed.
Stock transfer The physical removal of stock from one storage location and the putaway of the stock into another storage location.(Sloc to Sloc material movement).
77
Key Terms
Term DefinitionStorage type A collective storage location of similar conditions, such as
temperature or humidity.Storage section A subdivision of a storage type used for putaway strategies.
Storage bin Location within warehouse-managed storage location where materials are stored.
Quant The smallest area within a bin. One bin many contain one or more material and/or batch combinations. A data record. Data record.
88
Course Content
Stock Handling Overview
Master Data
Stock Handling, GR, GI Posting and Transfer Posting
Reports
Conclusion
99
Define the Receiving, Plant, and Issuing processes at the plant
Understand material movements
Understand how stock is managed
Define common movement types
Describe the results of goods movements
Stock Handling Overview – Learning Objectives
10
Process Overview
• Goods management Moving goods into warehouse for putaway Managing goods movements within warehouse Replenishment Physical inventory activities
• Goods receipt Receiving goods at loading dock from external vendors Receiving goods from manufacturing Receiving goods from other FSBP locations
• Goods issue To sales order To production order To scrap To cost center
1111
Manage Inventory Storage and Movements
• Goods Receipt Purchase Order Work Order
• Goods Issue Material withdrawal Material Consumption Shipment of goods to affiliates
• Transfer Posting Stock Type conversion Material to material conversion Changing the batch number
• Stock Transfer Plant to plant Storage location to storage
location Storage bin to storage bin
• Results of a goods movement: Material Document Generated Accounting documents being generated Updated Stock Types quantities Updated Inventory Balances (quantity and cost)
12
• Stock Types in IM: Unrestricted Quality Inspection Blocked
• Special Stock: Q Quality S Blocked
Manage Stock
13
• Stock Types in WM: Unrestricted Quality Inspection Blocked
• Batch Stock: Unrestricted Use Restricted Use
Goods Receipt Process Flow
Material received on dock and packing slip
validated Visually inspect for
damage
Accept material?
SAP Step: Receive a
product against purchasing document
Goods Receipted
Call buyer and define next steps
Purchasing Document Released
Verify quantities
NoYes
14
Goods Receipt
• Goods movement – receipt of goods from vendor, another plant, or production
Leads to increase in warehouse stock If coming from manufacturing, may lead to increase in storage
location stock at IM level• FSBP distinguishes between the following types of GRs:
with reference to a reservation with reference to an order
o Purchase ordero Inbound deliveryo Production/process
Other goods receipts
15
Stock Transfer – Internal goods movement
• Stock transfers are used to remove material from one storage location and place them into another storage location.
• Both stock transfers and transfer postings consist of a “goods issue” from an issuing point and a “goods receipt” at a receiving point.
Transfer DescriptionStorage Location to Storage Location
A stock transfer from storage location to storage location in the same plant simply causes an update of the stock quantities in both storage locations. The stock value remains unchanged, and the event is not relevant for accounting.A stock transfer from storage location to storage location is possible for all stock types.
Plant to Plant A stock transfer from plant to plant not only leads to a change in stock quantity in both plants; if both plants are assigned to different valuation areas, an accounting document is also created.This type of stock transfer can only be carried out from unrestricted-use stock of the issuing plant to unrestricted-use stock of the receiving plant.
17
Goods Issues
• Using a Goods Issue (GI), you can post a material withdrawal a material issue a shipment of goods to a customer
• GI results in physical issue of stocks and decrease in stock qty• The following business transactions normally trigger GI
Trigger Application WMS DocumentInternal Material Consumption (cost center or scrap)
MM-IM Transfer Order
Material Staging for Production Orders
Production Transfer Requirement
Delivery to Affiliate Customers or DC
LE-SHP Outbound Delivery
20
21
• Materials that are not WM managed in the warehouse have to be issued to a production order using transaction MIGO_GI-261Goods Issue to an order.
Stage Raw Materials for Production (IM Managed)
Transfer Posting
• A transfer posting usually refers to a change in a material’s stock status (for example, release from quality inspection stock to unrestricted stock)
• In a transfer posting, the material can remain in its original storage location or be transferred
• The following business transactions normally trigger a transfer posting:
Trigger DescriptionStock Type Change Need to change material quantity from one
stock type to another stock type. For example from blocked stock to unrestricted stock.
Material to Material Change Need to change material from one material number to another material number.
23
Transfer Posting Stock Type/Category Change
• Results of the Post Change for stock type/category are: Creation of material document (movement type 344-IM, movement
type 944-WM)o Updates the quantity and value of the materials moved
WMS posting change notice created WMS transfer order created (either same bin or different bin) WMS transfer order confirmed
24
When Are Material Documents Generated?
• Material documents are necessary to record: Stock transfers Transfer postings Material staging (IM) Deliveries for WM staging
25
Material Documents
• Material documents serve as: Proof of movement Source of information for any applications that follow A data record for all IM movements
• A material document consists of: A header
• Contains general data about movement (for example, its date) At least one item
• Each item describes one movement
26
Material Documents contd
• Every movement of a material has a material document to support it. The material document is a historical record of the movement
• Material documents contain information such as: Material(s) associated with the movement Movement type Plant Storage location Batch number
• You can also view relevant accounting documents such as:o customer invoiceo material mastero document dateo posting date
27
Material Document List
• Use the Material Document List (MB51) to display transaction history for a material or group of materials.
• Enter material number(s) to retrieve all material documents related to those material codes.
28
Define the Receiving, Plant, and Issuing processes at the plant
Understand material movements
Understand how stock is managed
Define common movement types
Describe the results of goods movements
Stock Handling Overview – Unit Summary
30
Course Content
Stock Handling Overview
Master Data
Stock Handling, GR, GI Posting and Transfer Posting
Reports
Conclusion
3131
Identify Organizational Elements
Describe the characteristics and importance of Master Data
Identify difference between Master Data and Transactional Data
Master Data Overview – Learning Objectives
32
Basic Data: Material Master Record
• Data in a material master record is subdivided by user department.
33
Master Data vs. Transactional Data
Master Data Transactional DataMostly static DynamicThe accuracy of master data is essential to efficient performance of the system
Accuracy of transactional data is dependent on master data
Creation of master data is independent of transactional data
Master data is a prerequisite for executing transactional data
Examples: Cost Centers, Customers
Examples: Sales orders, Invoices
3434
Identify Organizational Elements
Describe the characteristics and importance of Master Data
Identify difference between Master Data and Transactional Data
Master Data Overview – Unit Summary
37
Course Content
Stock Handling Overview
Master Data
Stock Handling, GR, GI Posting and Transfer Posting
Reports
Conclusion
3838
Goods Receipts
Stock Movements
Goods Issues
Transfer Requirements
Transfer Postings
Stock Handling, GR, GI Posting and Transfer Posting – Learning Objectives
39
Stock Overview
• Use MMBE to view stock availability by material number• You can display:
All locations for a material (Plant, Storage Location) Material type Unit of measure Batch information Stock status (Unrestricted, On-Order, Reserved, etc.)
40
Stock Overview List
41
Material number field
• You can enter a material number to list all locations for a material
• You can look up a material by material number and batch
Stock Overview List
42
Use the scrollbar to display additional
stock types
Double-click an item to display additional
details
RF MENU (IM ONLY)This is the initial RF Menu screen for IM that appears after you logon. Your choices are:1. Receiving > which is used to process a
PO/STO (Stock Transfer Order) goods receipt.
2. Picking > which is used to pick material for an order. Load verification for a shipment (start and stop times for the physical loading process).
3. InternalMove > which is used to process a move from storage location to storage location.
4. Shipping > which is used to post goods issues for shipments.
44
RF IM Receiving – PO/Non-Batch
PO/STO Goods Receipt Screen Skd Qt – Total number of skids for the Qty input. Lbl – Number of labels you desire to print Del Nt – Enter packing slip or BOL for the order.
46
RF IM Receiving – PO/Non-Batch Continued
47
Display MB03 - material document
Scan Label Printer Name
• After the RF is posted, perform GR, print label
Demos and Exercises
Demo Exercise T-code Scenario
a RF Scanner / LM01
Receive IM Non-batch items
4848
Results Goods Receipts
• Results of the goods receipts are: Material document is created Stock update (goods receipt updates the inventory) Increases the stock in the Sloc / warehouse Gives instant inventory numbers Accounting document is updated (allows the vendor to be paid)
49
RF IM Receiving – STO/Batch
PO/STO Goods Receipt Screen Skd Qt – Total number of skids for the Qty input. Batch No – This will default into the screen. Lbl – Number of labels you desire to print. Del Nt – Enter packing slip or BOL for the order.
50
Demos and Exercises
Demo Exercise T-code Scenario
a RF Scanner / LM01
Receive IM Batch-managed items
5252
Reprint Labels
• Use ZMM_ONDEMAND to reprint labels for goods receipts
53
• Indicate whether the material is IM or WM managed
WM / IM Managed radio buttons
Check Stock locations and Quantities
• Use MMBE to check the storage locations and quantities before each move
56
RF Internal Moves (IM or WM)
57
• SLOC to SLOC Moves are the same for IM or WM.• Currently we will be using this process at Prescott,
Anoka and Salt Lake City.
Demos and Exercises
Demo Exercise T-code Scenarioa MMBE Check stock before the
move – Stock Overviewa RF Scanner /
LM01Logon to RFPerform internal move (IM)
a MMBE Confirm move – Stock Overview
5959
What happens before you move the material?
• Use MMBE to check the storage locations and quantities before each move
• Creation of STO using ME21N• Creation of delivery number using VL10B• Picklist printed using ZWM_PICKLIST • This is an example of a picklist
61
Use the picklist to pick material for the move
62
• A stock transfer plant to plant is a move where one plant is IM managed and the other is WM managed
• Decreased inventory in the IM level• Increased inventory in the WM level• Normally, theses types of moves will involve:
Finished goods MRO (spare parts)
Demos and Exercises
Demo Exercise T-code Scenarioa RF Scanner /
LM01Pick IM batch and non-batch items
6565
What happens next?
• Move the material to the dock• Shipment is created using VT01N• Load verification process used to load truck
66
RF IM Load Verification (continued)
68
Select N until load is complete
Loading has just completed – go back into RF to
complete load verification
RF IM Load Verification Continued
69
• Warning message: This means you have the shipment open, usually in Shipping office.
• It will require the Load Verification ending to be reprocessed.
Shows the start stop times entered in the
scanners.
What happens next?
• When the load is completed in the system using VT02N, appropriate shipping documentation is created
Bill of Lading (BOL) Hazardous documents Customs paperwork
71
BOL
Use MIGO_GI transaction to issue to cost center
• Ensure you have A07-Goods Issue and R10 Other in the movement transaction fields
• Make sure to press Enter when you enter the movement type
77
Use MIGO_GI transaction to issue to cost center
78
• Each time you enter a value in a field press Enter to validate your entries.
Use MIGO_GI transaction to issue to cost center
• Enter Batch information if the material is batch-managed• Enter G/L and Cost Center• Review WM entries for WM materials
79
Use MIGO_GI transaction to issue to cost center
• Always use Check to check your posting before you save• Use Post to post MIGO goods issues
80
Demos and Exercises
Demo Exercise T-code Scenario
a a MIGO_GI Perform Goods Issue 201 Issue to Cost Center
8282
You enter a scrap posting if a material can no longer be used (i.e. shelf life has been exceeded or material is damaged). Scrapping is possible from each of the three stock types and is entered as a goods issue without reference in SAP ECC.
Scrapping causes a reduction in the associated stock. The value of scrapped material is posted from the stock account to a scrap account.
Issue Material to Scrap
83
Scrapping Material
• Enter the movement type
• Enter or select the cost center
• Enter the material and quantity to be scrapped
84
Scrapping Document
• You can display the material document using MB51 to ensure the correct posting was made
85
Accounting Document
• Use FB03 to display the accounting postings and print or email the document for necessary signature(s)
86
Accounting Document
• Email or print the accounting document using FB03 for necessary signature
87
Print icon
email icon
Results Scrapping
• Converts raw material to a scrap material number• Material document is created• Accounting documents are updated
88
Transfer Postings Overview
• Transfer postings are used to change the status of a material for the following reasons:
Quality to unrestricted (Movement type 321) Quality to blocked (Movement type 350) Unrestricted to quality (Movement type 322) Unrestricted to blocked (Movement type (344) Blocked to quality (Movement type 349) Blocked to unrestricted (Movement type (343)
90
91
• Perform MIGO_TR transaction to move material from a stock type of Unrestricted to Blocked . Movement type is 344 (Unrestricted to Blocked)
Transfer Posting – Unrestricted to Blocked
92
Transfer Posting – Unrestricted to Blocked
• You can move the columns that display in MMBE to show the information you need to see every day
93
• Perform MIGO_TR transaction to move material from a stock type of Blocked to Unrestricted. Movement type is 343 (Blocked to Unrestricted)
Transfer Posting – Blocked to Unrestricted
Movement type field
Demos and Exercises
Demo Exercise T-code Scenario
a a MIGO_TR Perform transfers of stock:--unrestricted to blocked (344)--blocked to unrestricted (343)
a a MMBE Stock Overview – check status of material
9595
Goods Receipts
Stock Movements
Goods Issues
Transfer Postings
Stock Handling, GR, GI Posting and Transfer Posting – Unit Summary
96
Course Content
SCM Overview
Stock Handling Overview
Master Data
Stock Handling, GR, GI Posting and Transfer Posting
Reports
Conclusion
9797
Run Reservations List for a Material
List Stocks in Transit
Display Warehouse Stocks
Shelf Life Expiration Date List
Review Material Document
IM Reports – Learning Objectives
98
IM Reports Overview
• The reports discussed in this unit include: MB24 – Reservations List for Material MB5T – Stock in Transit MB52 – Display Warehouse Stocks of Material MB5M – Shelf Life Expiration Date List MB03 – Material Document
99
MB5T – Stock in Transit
• Transaction MB5T is used to check stock that is in transit company-wide or by specific plant
100
Display Warehouse Stocks of Material
• Use MB52 when you want to look up material stocks based on material(s) and/or plant(s)
• You can view warehouse stocks for: A single material Multiple materials All materials within a plant
• You can display the following information: Material type Batch record Quantity and value
• Use this report to research data for project-related uses• You can export the list to use off-line
102102
Display Warehouse Stocks of Material
103
• You need to enter a material number to use this report
Material number field
Display Warehouse Stocks of Material
104
• Highlight an item and use the Details icon to display additional details
Shelf Life List
• Use SAP transaction MB5M to display a list of materials that have a shelf life
• Displays the remaining shelf life status for a material or material group in a storage location
105105
Shelf Life Selection Criteria
106
• You should specify a plant or range of plants• Enter the remaining shelf life in days
Remaining shelf life (Days)
Shelf Life List
107
• Batches with a red status are not qualified to ship out to customers
Expired material / batches
• Double-click a material to be directed to the MSC3N – Display Batch screen to see when the material was received
MB03 – Material Document
• Use SAP transaction MB03 to display a material document to verify that goods are received or issued
• You need to know the material document number to use this transaction
Use MB51 to find the material document number if you do not have the information from the movement
108
Demos and Exercises
Demo Exercise T-code Scenarioa a MB5T Stock in Transit
a a MB52 Display Warehouse Stocks of Material
a a MB5M Shelf Life Expiration Date List
a MB03 Material Document
110110
Run Reservations List for a Material
List Stocks in Transit
Display Warehouse Stocks
Shelf Life Expiration Date List
Review Material Document
IM Reports – Unit Summary
111
Course Content
SCM Overview
Stock Handling Overview
Master Data
Stock Handling, GR, GI Posting and Transfer Posting
Reports
Conclusion
112112
SAP Transactions Covered in this Course
T-code ScenarioLM01 Miscellaneous RF transactions
ZMM_ONDEMAND Reprint labelsMIGO_GI Goods IssuesMIGO_TR Transfer Postings
MM03 Display Material MasterMMBE Stock OverviewMB1A Goods issue to scrapLS24LX03LS26
Confirm STO – Stock Overview (this is only for the WM portion of the movement)
113113
SAP Transactions Covered in this Course
T-code ScenarioMB24 Reservations List for Material
MB5T Stock in Transit
MB52 Display Warehouse Stocks of Material
MB5M Shelf Life Expiration Date List
MB03 Material Document
114114