sap mm configuration scn2222

37
Getting Started Newsletters Store Products Services & Support About SCN Downloads Industries Training & Education Partnership Developer Center Lines of Business University Alliances Events & Webinars Innovation Log On Join Us Hi, Guest Search the Community Activity Communications Actions Brow se 11 Tweet 3 created by Prasanna Soundar on Mar 5, 2013 5:04 AM, last modified by Prasanna Soundar on Aug 19, 2013 8:26 PM MM – Configuration Documentation 2 Enterprise Structure - Definition 2.1 Define Valuation Level Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ® Definition ® Logistics general ® Define Valuation Level Transaction Code OX14 Configuration Description Here we specify the level at which material stocks are valuated. We have used the Plant level since the application component Production Planning (PP) and Costing are being used. Depending on the valuation level chosen, accounting data (in particular the valuation price) is maintained for each plant or for each company code in the material master record. If material stocks are valuated at company code level, all plant stocks of a material are managed in a joint stock account for each company code. If material stocks are valuated at plant level, the material stocks for each plant can be managed in different accounts. We can define a separate account determination for each plant. 2.2 Define Plant Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ® Definition ® Logistics general ® Define, copy, delete, check plant Transaction Code SPRO Configuration Description As a part of the Logistics Organizational Structure, Plants are defined in SAP. The ‘Plant’ is an operating area or a branch or a location within a company. Each 'Plant' is assigned to a single 'company code'. A 'company code' can have several 'Plants'. In case of ITZ Pvt. Ltd., the various 'Plants' are assigned to each 'company code'. Configuration of One Plant is depicted here, (for list of all please refer to MM KDS Document) 2.3 Maintain Storage Location Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ® SAP MM Configuration Share 10 24 Like Version 3

Upload: marco-antonio-oliveira

Post on 12-Jun-2015

683 views

Category:

Documents


32 download

TRANSCRIPT

Page 1: Sap mm configuration   scn2222

Getting Started Newsletters Store

Products Services & Support About SCN Downloads

Industries Training & Education Partnership Developer Center

Lines of Business University Alliances Events & Webinars Innovation

Log On Join UsHi, Guest Search the Community

Activity Communications Actions

Brow se

11 Tweet 3

created by Prasanna Soundar on Mar 5, 2013 5:04 AM, last modif ied by Prasanna Soundar on Aug 19, 2013 8:26 PM

MM – Configuration Documentation

2 Enterprise Structure - Definition

2.1 Define Valuation Level

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®

Definition ® Logistics general ® Define Valuation Level

Transaction Code OX14

Configuration Description

Here we specify the level at which material stocks are valuated. We have used the

Plant level since the application component Production Planning (PP) and Costing

are being used.

Depending on the valuation level chosen, accounting data (in particular the

valuation price) is maintained for each plant or for each company code in the

material master record.

If material stocks are valuated at company code level, all plant stocks of a

material are managed in a joint stock account for each company code.

If material stocks are valuated at plant level, the material stocks for each plant

can be managed in different accounts. We can define a separate account

determination for each plant.

2.2 Define Plant

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®

Definition ® Logistics general ® Define, copy, delete, check plant

Transaction Code SPRO

Configuration Description

As a part of the Logistics Organizational Structure, Plants are defined in SAP. The

‘Plant’ is an operating area or a branch or a location within a company. Each 'Plant'

is assigned to a single 'company code'. A 'company code' can have several 'Plants'.

In case of ITZ Pvt. Ltd., the various 'Plants' are assigned to each 'company code'.

Configuration of One Plant is depicted here, (for list of all please refer to MM KDS

Document)

2.3 Maintain Storage Location

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®

SAP MM Configuration

Share 10 24Like

Version 3

Page 2: Sap mm configuration   scn2222

Definition ® Materials Management ® Maintain Storage Location

Transaction Code OX09

Configuration Description

A storage location is the place where stock is physically kept within a plant. There

may be one or more storage locations within a plant.

A storage location has the following attributes:

A storage location has a description and at least one address.

It is possible to store material data specific to a storage location.

Stocks are managed only on a quantity basis and not on a value basis at

storage location level.

Physical inventories are carried out at storage location level.

Configuration of Storage Locations under One Plant is depicted here, (for list of all

please refer to MM KDS Document)

2.4 Maintain purchasing organization

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®

Definition ® Materials Management à Maintain Purchasing Organization

Transaction Code SPRO

Configuration Description

At this node we configure the Purchasing Organization .The purchasing

organization is the highest level of aggregation (after the organizational unit "client")

for purchasing statistics.

In case of ITZ One single Purchase Organization is created as under :

3 Enterprise Structure Assignments

3.1 Assign Plant to Company Code

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®

Assignment ® Logistics general ® Assign Plant to Company Code

Transaction Code SPRO

Configuration Description

A Plant needs to be assigned to one of the Company Codes, the relation is always

one to one i.e. One Plant can be assigned to only one company code

All the plants can’t be shown here(for complete list refer MM KDS document)

3.2 Assign purchasing organization to company code

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®

Assignment ® Logistics general ® Assign purchasing organization to

company code

Transaction Code SPRO

Configuration Description

In this node we assign the Purchasing Organization to the company code under

which it works.

In case of ITZ the Purchasing Organization is Central, so it is not assigned to any

Company Code

3.3 Assign purchasing organization to Plant

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®

Assignment ® Logistics general ® Assign purchasing organization to Plant

Transaction Code SPRO

Configuration Description

In this step we assign purchasing organizations to the plants for which they are

responsible.

In case of ITZ since it operates with Centralized Purchasing Org. we have assigned

the Purchasing Org. to all the plants defined as of now

3.4 Assign standard purchasing organization to plant

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®

Assignment ® Logistics general ® Assign standard purchasing organization

to plant

Transaction Code SPRO

Configuration Description

If several purchasing organisations procure for a certain plant, we can define one of

them as the standard purchasing organization for the transactions "pipeline

procurement", "consignment" and "stock transfers".

In source determination for stock transfers and consignent, the system

automatically utilizes this standard purchasing organization. In the case of goods

Page 3: Sap mm configuration   scn2222

issues of pipeline materials, the purchasing info records of the standard

purchasing organization are read.

In ITZ, we have not defined this Setting as we are using single Purchasing

Organisation

4 General Logistics

4.1 Assign Fields to Fields Selection Groups

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à

Material Master à Field Selectionà Assign Fields to Fields Selection Groups

Transaction Code OMSR

Configuration Description

Assignment of Material Master Fields is required to define whether a field is hidden

or displayed, or whether an entry is mandatory or optional in material master

maintenance, it is always advisable to work with Standard SAP settings, but for few

business requirement some assignments are changed to new field selection

groups defined as per reserved name space. in case of ITZ, some of the list of

changed entries is as given below:

Field Name Description Changed Field Grp

MVKE-MVGR1 Material group 1 211

MVKE-MVGR2 Material group 2 211

MVKE-MVGR3 Material group 3 211

4.2 Maintain Field Selection for Data Screens

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à

Material Master à Field Selectionà Maintain Field Selection for Data Screens

Transaction Code OMS9

Configuration Description

In this step we define the nature of a Field belonging to a particular Field Selection

Group wrt the Screen Reference of a Material Type. Steps involved are :

Selecting the field selection group.

Select the field selection option (hide, display, required entry, or Optional

entry) for each field reference as required.

4.3 Maintain Company Codes for Materials Management

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à

Material Master à Basic Settingsà Maintain Company Codes for Materials

Management

Transaction Code OMSY

Configuration Description

This activity is done for making a Company Code relevant for materials

Management and to define the starting posting period This is a prerequisite for

creating a Material Master

4.4 Define Attributes of Material Types

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à Material

Master à Basic Settingsà Material Typesà Define Attributes of Material Types

Transaction Code OMS2

Configuration

Description

Material type is analogous to the family of a material master; all the important

attributes of a material are governed by settings in the material type. To be precise it

governs :

1. 1. Number range pattern and nature (external/internal)

2. 2. Hide/optional fields in the material master

3. 3. Valuation Control at valuation area level (ultimately used to derive G/L)

4. 4. Control on Production/Purchase

4.5 Define Number Ranges for each material types

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à

Material Master à Basic Settingsà Material Typesà Define Number Ranges for

each Material Types

Transaction Code MMNR

Configuration Description

In this step, we have defined the type of number assignment and the number range

intervals for material master records. When creating a material master record,

system must assign it a unique number. There are two ways of doing this:

Page 4: Sap mm configuration   scn2222

internal number assignment

In this case, a number within the number range interval allowed is

assigned by the SAP system.

external number assignment

Here, the user assigns a number within the number range interval allowed. We can

define the intervals for external number assignment numerically and

alphanumerically.

We have defined the number range intervals for so-called groups. We assign one

or more material types to each group.

If we assign just one material type to a group, we can define both an internal

and an external number range interval for the material type.

If we group together more than one material type, we can define an internal

and an external number range interval here too. This allows several material

types to have the same number range intervals.

4.6 Define Attributes of system messages

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à

Material Master à Basic Settingsà Define Attributes of system messages

Transaction Code OMT4

Configuration Description

When processing material master records, the system issues a number of system

messages containing important user information. In this activity, we define how the

SAP system handles these messages. We have the following options:

The message can be suppressed.

The message can be displayed as a warning.

The message can be displayed as an error message. (can’t be surpassed)

For ITZ requirement Message Numbers MM189 & 312 are changed as Error

message

We are using Standard SAP Messages.

4.7 Define Material Groups

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à

Material Master à Settings for Key Fieldsà Define Material Groups

Transaction Code OMSF

Configuration Description

Here we define the Groups for Materials & Services, This Grouping shall be defined

keeping in mind the reporting requirement of the company for analysing

Purchases, Consumptions, Stocks etc,

Setting is just a table entry, few records are shown in the screen shot, for complete

list refer to the MM KDS document or the actual system node

4.8 Define External Material Groups

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à

Material Master à Settings for Key Fieldsà Define External Material Groups

Transaction Code SPRO

Configuration Description

Here we define the Groups for giving an extra key for filtering, sorting the list of

materials from a criterion other than Material grouping

In case of ITZ we have not used External Material Groups

4.9 Initialize Period

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à

Material Master à Toolsà Initialize Period

Transaction Code MMPI

Configuration Description

This Transaction can be used to initialize the period in materials management , i.e.

it opens the already closed period (thru Txn : MMPV), but opening a period has

serious implications on data consistency in SAP so as recommended by SAP

Follow the instructions in Note 487381 before initialization

5 Materials Management – Consumption basedPlanning

5.1 Activate MRP for MRP Areas

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Page 5: Sap mm configuration   scn2222

Consumption-based Planning à Master Data à MRP Areas àActivate MRP for

MRP Areas

Transaction Code SPRO

Configuration Description

This setting is required if we want to have planning at a level other than plants i.e.

either of Storage location / at Subcontractor level.

An MRP area represents an organizational unit for which we can perform material

requirements planning separately.

An MRP area can include one or several storage locations of a plant or a

subcontractor. We can define MRP areas in a plant.

For ITZ Ltd., we have not used MRP Areas.

5.2 Define MRP Areas

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Consumption-based Planning à Master Data à MRP Areas àDefine MRP

Areas

Transaction Code SCAL

Configuration Description

Here we define the MRP areas for a plant for which we would like to carry out

material requirements planning separately.

When creating an MRP area, we enter the number, which must have at least 5

digits to avoid any overlapping with the plant MRP area, the description and the

MRP area type

In case of ITZ we have not defined MRP area

Important : If MRP area is activated Conversion of Planning file entries needs to be

run in every new System Client through Report RMDBVM00 in Txn : SE38

The conversion report causes the system to create a new planning file. In addition,

the system creates MRP area for the existing plants. These MRP areas do not,

however, affect the way material requirements planning is carried out. The number

for plant MRP areas is identical to the plant number and therefore consists of four

digits.

The conversion of the current planning file (table MDVM) to the new planning file

(table DBVM) is a prerequisite for carrying out material requirements planning with

MRP areas.

6 Materials Management – Purchasing

6.1 Define Attributes of System Messages

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing à Environment Data à Define Attributes of System Messages

Transaction Code SPRO

Configuration Description

In Purchasing, certain system messages containing important information for

users may be issued from time to time

In this step, we can specify whether the SAP System:

Suppresses the relevant information

Issues it as a warning message

Issues it as an error message

In the case of an error message, processing cannot be continued until user input

has been corrected

For ITZ requirement, messages (as a change from standard) are configured as

given below:

6.2 Define Purchasing Value Keys

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing à Material Master à Define Purchasing Value Keys

Transaction Code SPRO

Configuration Description

With Purchasing value key we can control following functions by using it in the

material master purchasing view, purchasing value key governs:

The issue of reminders and urging letters (expediters) with respect to nearly

due and overdue deliveries

The admissibility of over- and under deliveries ("overages" and "under ages")

Order acknowledgment requirements for PO items

Shipping/packaging instructions

This data appears as default data in purchasing documents and is taken from the

material master record (unless a purchasing info record exists, in which case it is

taken from the info records).

Page 6: Sap mm configuration   scn2222

6.3 Entry Aids for Items without a Material Master

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing à Material Master à Entry Aids for Items Without a Material

Master

Transaction Code SPRO

Configuration Description

In this step we assign In this step, we can assign a purchasing value key and a

valuation class to a material group.

The assignment of a purchasing value key default values for reminder

levels etc. in purchase order items without a material master record and

without an info record.

The assignment of a valuation class to a material group enables the

system to determine different accounts for the individual material groups.

For ITZ we have maintained Valuation Classes in the accounting view of the

materials.

6.4 Create Purchasing Groups

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing à Create Purchasing Groups

Transaction Code SPRO

Configuration Description

It’s a key for a buyer or group of buyers responsible for certain purchasing

activities. useful in accessing information, controlling authorizations, setting up

release strategies etc. for ITZ ‘s Requirement following groups are configured,

configuration is a simple table entry but purchasing group has a

comprehensive use in all purchasing transactions/ documents

6.5 Define Document Types (RFQ/Quotation)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing à RFQ/Quotation à Define Document Types

Transaction Code SPRO

Configuration

Description

SAP manages RFQs and quotations as documents which are grouped into different

document types., in this step we have :

Created new document types

Defined item interval

Defined admissible follow-on document types

Assigned document types to a number range group

Defined number range interval

Chosen

internal

external

Chosen

The update group determines how the data from the document header is

updated in the statistics file.

Linkage determines which PR document types can be referenced for creating a

particular RFQ document type

6.6 Define Text Types for Header Texts (RFQ/Quotations)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àRFQ /Quotations à Define Text Types for Header Texts

Transaction Code SPRO

Configuration Description

In this step we define different Texts which appear in RFQ/Quotation Headers,

which are used to store information applicable for a particular RFQ document

We have standard Header Text Types.

6.7 Define copying rules for Header Texts (RFQ/Quotations)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àRFQ /Quotations à Define copying rules for Line Texts

(RFQ/Quotations)

Transaction Code SPRO

In this step we define copying rules for different header Texts which appear in

Page 7: Sap mm configuration   scn2222

Configuration Description RFQ/Quotation Line Items

Copying rules are used to determine which texts can be adapted from other objects

(for example, vendor master records, contracts) to the header text of the RFQ. We

link text types in the RFQ with text types in other objects. System can adopt header

texts from the following objects:

RFQ / Quotation

Contract

Scheduling agreement

Vendor master

We can also specify whether the adopted text can be edited in the destination

document or not. This type of setting is more useful in PO Header Texts

6.8 Define document types (Purchase Requisitions)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing à Purchase Requisitions à Define document types (Purchase

Requisitions)

Transaction Code SPRO

Configuration Description

SAP manages Purchase Requisitions as documents which are grouped into

various document types., in this step we have :

Created new document types

Defined item interval

Defined admissible follow-on document types

Assigned document types to a number range group

Defined number range interval

Chosen

internal

external

Chosen

The update group determines how the data from the document header is

updated in the statistics file.

Above linkage governs which type of PO can be created using PR of a particular

type

6.9 Release Procedure with Classification (Purchase Requisitions)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing à Purchase Requisitions à Release Procedure àProcedure with

Classification à Set Up Procedure with Classification

Transaction Code SPRO

Configuration Description

In this step, we have set up the release procedure with classification.

Purchase Requisition release is the process in which Purchase Requisition is

approved and released by HOD of concern department for request of required

material or services specified in Purchase Requisition. Once the Purchase

Requisition is approved and released then Purchase Order or RFQ will be created

for that material or services against same Purchase Requisition.

Configuration involves following elements in sequence:

Release Group:

Specify for the release group either "overall release" or "item-wise release"

Release codes:

The Release Code is a two-character ID allowing a person to release (approve) a

requisition.(analogous to approver code)

Release Indicators:

A release indicator shows the release status of a purchase requisition

Release Indicators also involve:

Field selection key

via the field selection key, we can specify which fields in a purchase requisition with

this release indicator can be changed or must be populated

Changes after start of release process

With the Changeability indicator, we can specify the effects of changes to a

requisition. For example, certain changes may require a new release strategy

to be determined for the requisition.

Via the Value change field, we can cause the release strategy to be re-started

Page 8: Sap mm configuration   scn2222

if the value of a purchase requisition item is increased by more than a certain

percentage (e.g. 10%). To do so, set the Changeability indicator to "4 -

Changeable, new release in case of new strategy or value change" and enter

a percentage in the Value change field.

Release Strategy

The Release Strategy defines the approval process for Purchase Requisitions.

The strategy specifies the release codes which are necessary and the

sequence in which releases have to be affected. We can define a maximum of

eight release codes i.e. 8 Levels of approval.

Release Prerequisites indicate the sequence in which a Purchase Requisition

must be approved via the release codes. (In ITZ case release is parallel(either /

or so indicators are kept blank)

Release Status indicates the affect after the release by a particular release code

Release Values

These values need to be maintained in every client manually, this forms the basis

on which release strategy is triggered for a PR.

An important prerequisite for this is to create Class & Characteristics in class type

032

Characteristics for Release Strategy

Create the Characteristics required for release strategy as master data thru

transaction CT04, here the most important setting is to attach the characteristics to

corresponding field of structure CEBAN

attach it to the structure

Class for Release Strategy

Create the class as master data thru transaction CL02

and attach the Characteristics created earlier to the class

6.10 Define Number Ranges (Purchase Orders)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPurchase order à Define Number Ranges

Transaction Code OMH6

Configuration Description

In this step we define number ranges for Purchase order document types,

(defined separately in customizing), this setting also includes number ranges

for other external purchasing documents i.e. for Contracts/Scheduling

Agreements and RFQs.

There are two ways of doing this:

internal number assignment

In this case, a number within the number range interval allowed is

assigned by the SAP system.

external number assignment

Here, the user assigns a number within the number range interval allowed. We can

define the intervals for external number assignment numerically and

alphanumerically.

In case of ITZ all the documents are assigned with internal number ranges with the

exception for document type “Legacy Open P.O”, as it was required to retain the

legacy P.O number for this case.

go in change mode and define the intervals as shown:

6.11 Define Document types (Purchase Orders)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPurchase Orders à Define document types

Transaction Code SPRO

Configuration Description

SAP manages Purchase Orders as documents which are grouped into various

document types., in this step we have :

Created new document types

Defined item interval

Page 9: Sap mm configuration   scn2222

Define allowable item categories

Defined admissible follow-on document types

Assigned document types to a number range group

Defined number range interval

Chosen

internal

external

Chosen

The update group determines how the data from the document header is

updated in the statistics file.

Above linkage governs which type of PR can be referenced created while creating a

particular Contract document type

6.12 Set Tolerance Limits for Price Variance

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPurchase order à Set Tolerance Limits for Price Variance

Transaction Code SPRO

Configuration Description

When processing a purchase order, the system checks whether the effective price

of a PO item shows variances compared with the valuation price stored in the

material master record. In addition, it checks whether the specified cash discount

value is admissible.

Variances are allowed within the tolerance limits. If a variance exceeds a tolerance

limit, the system issues a warning or error message. In SAP, the types of variance

are represented by the tolerance keys. For each tolerance key, we can define

percentage and value-dependent upper and lower limits per company code.

PE Price variance, Purchasing

Tolerance limit for system message no. 207. This message appears if

the specified effective price exceeds the predefined tolerances when

compared with the material price.

SE Maximum cash discount deduction, Purchasing

Tolerance limit for system message no. 231. This is a warning

message, which appears when the specified cash discount percentage

exceeds the predefined tolerances.

6.13 Release Procedure for Purchase Orders

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPurchase Order à Release Procedure for Purchase Orders

Transaction Code SPRO

Configuration

Description

In this step, we have set up the release procedure for Purchase Orders(this also covers

the process for other external purchasing documents e.g. contracts/scheduling

agreements)

Purchase Order release is the process in which PO is approved and released by HOD

of concern department for request of required material or services specified in PO. Once

the Order is approved and released then GR can be created against the PO

In case of ITZ, Release strategy is used in case of all purchases.

Configuration involves following elements in sequence:

Release Group:

Release groups are created for each type of purchasing

Release codes:

The Release Code is a two-character ID allowing a person to release (approve) a

requisition.(analogous to approver code)

Release Indicators:

A release indicator shows the release status of a Purchase Order

Release Indicators also involve:

Changeability Indicator

With the Changeability indicator, we can specify the effects of changes to a PO

document. For example, certain changes may require a new release strategy to be

determined for the requisition.

Via the Value change field, we can cause the release strategy to be re-started if

the value of a purchase order is increased by more than a certain percentage (e.g.

Page 10: Sap mm configuration   scn2222

10%). To do so, set the Changeability indicator to "6 - Changeable, new release in

case of new strategy or value change" and enter a percentage in the Value change

field.

Release Strategy

The Release Strategy defines the approval process for PO. The strategy specifies

the release codes which are necessary and the sequence in which releases have

to be affected. We can define a maximum of eight release codes i.e. 8 Levels of

approval.

Release Prerequisites indicate the sequence in which a Purchase Requisition must

be approved via the release codes. (In ITZ case release is by a single authority so

there are no prerequisite involved)

Release Status indicates the affect after the release by a particular release code

Release Values

These values need to be maintained in every client manually, this forms the basis on

which release strategy is triggered for a PO.

An important prerequisite for this is to create Class & Characteristics in class type 032

Characteristics for Release Strategy

Create the Characteristics required for release strategy as master data thru transaction

CT04, here the most important setting is to attach the characteristics to corresponding

field of structure CEKKO

And attach it to the structure

Class for Release Strategy

Create the class as master data thru transaction CL02 and attach the Characteristics

created earlier to the class

6.14 Define Screen Layout at Document Level

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPurchase Orders à Define Screen Layout at Document Level

Transaction Code SPRO

Configuration Description

In this step we define the attributes of various fields contained in a field selection

key (defined for a document type) inside which various fields are grouped into

fields selection groups.Steps involved in the process are :

Selecting the field selection key (defined for a document type)

Select the field selection option (hide, display, required entry, or Optional

entry) for each field inside a field selection group reference as required.

Select a field selection key and set the attributes inside as shown:

get inside a field group and choose the attributes

settings can be made similarly for other fields in various other groups as & when

required

6.15 Define Text Types for Header Texts (Purchase Orders)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPurchase Order à Define Text Types for Header Texts

Transaction Code SPRO

Configuration Description

In this step we define different Texts which appear in Purchase order header,

these are used to store information applicable for a particular PO document

6.16 Define copying rules for Header Texts (Purchase Order)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPurchase Orders à Define copying rules for Header Texts

Transaction Code SPRO

Configuration Description

In this step we define copying rules for different header Texts which appear in

Purchase Order Headers

Copying rules are used to determine which texts can be adapted from other objects

(for example, vendor master records, contracts, RFQ) to the header text of the

Purchase Order. We link text types in the PO with text types in other objects. System

can adopt header texts from the following objects:

Page 11: Sap mm configuration   scn2222

RFQ / Quotation

Contract

Scheduling agreement

Vendor master

Purchase Requisition

We can also specify whether the adopted text can be edited in the destination

document or not. Currently we are not maintaining any copying rule for header texts

6.17 Define Text Types for Item Texts (Purchase Orders)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPurchase Order à Define Text Types for Item Texts

Transaction Code SPRO

Configuration

Description

In this step we define different Texts which appear in Purchase order item level,

these are used to store information applicable for a particular PO document line item

6.18 Define copying rules for Item Texts (Purchase Order)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPurchase Orders à Define copying rules for Item Texts

Transaction Code SPRO

Configuration Description

In this step we define copying rules for different item Texts which appear in

Purchase Order ITEM

Copying rules are used to determine which texts can be adapted from other objects

(for example, vendor master records, contracts, RFQ) to the header text of the

Purchase Order. We link text types in the PO with text types in other objects. System

can adopt header texts from the following objects:

RFQ / Quotation

Purchase Requisition

Purchase Info record

Contract

Material master

We can also specify here whether the adopted text can be edited in the destination

document or not.

maintain the rules for a text as under

6.19 Define Document Types (Contracts)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àContracts à Define Document Types

Transaction Code OMH6

Configuration Description

SAP manages Contracts as documents which are grouped into various document

types., in this step we have :

Created new document types

Defined item interval

Define allowable item categories

Defined admissible follow-on document types

Assigned document types to a number range group

Defined number range interval

Chosen

internal

external

Chosen

The update group determines how the data from the document header is

updated in the statistics file.

In case of ITZ, use of Contracts and Scheduling agreements is very minimal so we

have retained and used standard SAP document types

Above linkage governs which type of PR can be referenced created while creating a

particular Contract document type

6.20 Define Screen Layout at Document Level (Contracts)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àContracts à Define Screen Layout at Document Level

Page 12: Sap mm configuration   scn2222

Transaction Code SPRO

Configuration

Description

In this step we define the attributes of various fields contained in a field selection key

(defined for a document type) inside which various fields are grouped into fields

selection groups.Steps involved in the process are :

Selecting the field selection key (defined for a document type)

Select the field selection option (hide, display, required entry, or Optional entry) for

each field inside a field selection group reference as required.

Select a field selection key and set the attributes inside as shown:

get inside a field group and choose the attributes

settings can be made similarly for other fields in various other groups as & when

required

6.21 Define Text Types for Header Texts (Contracts)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àContracts à Define Text Types for Header Texts

Transaction Code SPRO

Configuration Description

In this step we define different Texts which appear in Contract header, these

are used to store information applicable for a particular Contract document

6.22 Define copying rules for Header Texts (Contracts)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àContracts à Define copying rules for Header Texts

Transaction Code SPRO

Configuration Description

In this step we define copying rules for different header Texts which appear in

Contract Headers

Copying rules are used to determine which texts can be adapted from other objects

(for example, vendor master records, Contract, RFQ) to the header text of the

Contract. We link text types in the PO with text types in other objects. System can

adopt header texts from the following objects:

RFQ / Quotation

Contract

Vendor master

We can also specify whether the adopted text can be edited in the destination

document or not.

We are maintaining Standard Text and copying Rules for Header Texts

6.23 Define Text Types for Item Texts (Contracts)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àContracts à Define Text Types for Item Texts

Transaction Code SPRO

Configuration

Description

In this step we define different Texts which appear in Contract item level, these are

used to store information applicable for a particular Contract document line item

6.24 Define copying rules for Item Texts (Contract)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àContracts à Define copying rules for Item Texts

Transaction Code SPRO

Configuration Description

In this step we define copying rules for different item Texts which appear in

Contract Headers

Copying rules are used to determine which texts can be adapted from other objects

(for example, vendor master records, contracts, RFQ) to the header text of the

Contract. We link text types in the Contract with text types in other objects. System

can adopt header texts from the following objects:

RFQ / Quotation

Purchase Requisition

Contract

Purchase Info record

Material master

We can also specify here whether the adopted text can be edited in the destination

document or not.

maintain the rules for a text as under

Page 13: Sap mm configuration   scn2222

6.25 Define External Confirmation Categories

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConfirmations à Define External Confirmation Categories

Transaction Code SPRO

Configuration

Description

Notification from the vendor to the recipient regarding the status of a purchase

order., In case of ITZ , CONFIRMATIONS are not being used Confirmation

categories are defined to symbolize the key for a type of confirmation

6.26 Define Internal Confirmation Categories

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConfirmations à Define Internal Confirmation Categories

Transaction Code SPRO

Configuration

Description

In this step, we assign an external confirmation category to each internal confirmation

category.

Internal Categories are for system controls.

6.27 Set Up Confirmation Control

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConfirmations à Set Up Confirmation Control

Transaction Code SPRO

Configuration

Description

In this step, we assign an external confirmation category to each internal confirmation

category.

Internal Categories are for system controls.

As shown all the conformation categories are relevant for MRP, but the last one is

relevant to GR also, which means that when a GR is made against the P.O line item

it will get defaulted with qty of last conf. category

6.28 Define Access Sequence

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConditionsà Define Price Determination Process à Define Access

Sequence

Transaction Code SPRO

Configuration

Description

Access sequence is an important element of pricing determination. It is the Order in

which the system searches through the condition tables when searching for

particular condition records. The search order goes from specific condition records to

general condition records.

A. E.G.

Access sequence is made up of condition table (the level at which data is stored)

In the access sequence shown system will search for the record from first to last

table in sequence. (e.g. if Custom duty % for a material is maintained at all the three

levels i.e. Incoterms-plant-maerial / Plant-Material / Plant-Material Type level , then

system will take the record from 1st available level only i.e. Incoterms-plant-maerial

in this case)

Each condition table is defined as an combination of fields for data access and is

assigned to different condition types ( In case of ITZ , we are not maintaining any

access sequence),

6.29 Define Condition Types

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConditionsà Define Price Determination Process à Define Condition

Types

Transaction Code M/06

s

Configuration

Description

In this step we have defined condition types.

The condition types are used to represent pricing elements such as prices,

discounts, surcharges, taxes, or delivery costs in the SAP. These are stored in the

system in condition records.

For condition types for which we want to maintain conditions with their own validity

period we have specified an access sequence. (e.g. for all import duty conditions

Important Settings Condition type include:

Condition Class: Defines nature of condition as Prices / surcharge / discounts etc.

Calculation type: Defines nature of condition unit i.e. Amount type / Percentage /

Qty etc

Condition Category : e.g. Packaging, Cost , Tax, Delivery Costs(requiring extra

vendor at condition level)

Access Sequence : Allows condition records to be maintained

Header Condition : Allows usage at Header level of Purchasing document

Page 14: Sap mm configuration   scn2222

Accruals : Makes a condition irrelevant to net price calculation i.e. excluded from

tax base

6.30 Define Calculation Schema

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConditionsà Define Price Determination Process à Define Calculation

Schema

Transaction Code M/08

Configuration

Description

In this step, we have defined the calculation schemas.

In MM area, a calculation schema is a framework of steps used to calculate pricing

in as purchasing document

Analogous to this is referred to in the Sales and Distribution (SD) area as a pricing

procedure.

In the calculation schema (pricing procedure), we specify which condition types are

to be taken into account in which sequence.

In the price (or cost) determination process, the SAP System automatically

determines which calculation schema is valid for a business transaction and takes

into account, one after another, the condition types it contains.

In case of ITZ we have defined schemas all starting with Z*, these will get derived in

different types of purchasing documents as per the rule explained in Schema

determination configuration

Select one of the schema and see the control data as shown below:

Important keys in defining Schema are as under:

Step No. & Counter: For determination the sequence of conditions and to act as a

base for calculations with in condition

From- To : Base for calculation of condition value, this is only relevant for % type of

conditions

Statistical: Makes a condition non-relevant to account postings

Subtotal: Used to pass the condition value in to fields of P.O item tables and other

pricing structure

Requirement : Used for validating Condition value determination using small ABAP

written formulae

Base Type: Here a Formula for determining the condition basis as an alternative to

the standard.

Accrual key: for deriving a separate account during GR / Invoice postings

6.31 Define Schema Group

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConditionsà Define Price Determination Process à Define

Schema Group

Transaction Code SPRO

Configuration Description

Every External Purchase document derives Calculation Schema from a

combination of Purchasing Organization and Vendor, to simplify data

maintenance for this process SAP works with grouping concept. So all the

purchasing org. are grouped in to a Schema group and Vendors requiring

same pricing stricture are grouped into a Schema group , now for the

combination of these , system derives the pricing schemas

Click on a row to enter :

the other part i.e. vendors are assigned with schema group in vendor master

6.32 Define Schema Determination

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConditionsà Define Price Determination Process à Define

Schema determination

Transaction Code SPRO

Configuration Description

In this step we have defined the determination of Pricing schema for different

type of Purchasing documents and for Stock transport orders

For standard purchase orders

(depending on the schema group of the vendor and the purchasing

organization)

For stock transport orders

(depending on the supplying plant, the document type and the schema group

of the purchasing organization)

select first item ,

and second item

Page 15: Sap mm configuration   scn2222

6.33 Define Transaction Event keys

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConditionsà Define Price Determination Process à Define

Transaction Event keys

Transaction Code SPRO

Configuration Description

In this step, we have defined transaction/event keys for condition types

involving provisions.

This enables the system to find the relevant account for provisions (for accrued

delivery costs or miscellaneous provisions, for example),

We have assigned these transaction/event key to each condition type that is

relevant to provisions in the step Define Calculation Schema.

Select the 1st row

Select second row, it displays the usage of key in schema

6.34 Maintain Condition Table

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àConditionsà Define Price Determination Process à Maintain

Condition Table

Transaction Code SPRO

Configuration Description

In this step, we create custom tables, these table are used to store condition

records for different condition types , for this these tables should be a part of

access sequence

With help of this we can derive prices, discounts and surcharges dependent on

almost all the fields in a purchasing document.

In a condition table, we specify the combination of fields for which we can

create condition records.

As per SAP recommendation we should not change the condition tables that

are included in the standard version of the SAP System.

Check the extent to which we can use the condition tables that are supplied

with the standard SAP System, for our tables we can only choose names

between 501 and 999. If we make no entry, the system will automatically

assign a consecutive number.

For ITZ we have not defined any tables:

Steps:

For creating new condition tables. copy a similar condition table and proceed as

follows:

Enter the name of the table we wish to create.

Note that we can only choose names between 501 and 999. If we make no

entry, the system will automatically assign a consecutive number.

Specify whether we wish to create the table with or without a validity period.

Enter the type of condition table (for example, transparent table).

Enter a description for the condition table.

From the list of allowed fields that are included in the field catalog and which

can be extended there, choose the desired fields for the condition table.

Generate the new condition table.

IMP: All the fields that shall be used to pick up any condition value must be

part of Header/Key field in the condition table.

6.35 Define Grid for Quantity Variances

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àStatistics àDefine Grid for Quantity Variances

Transaction Code SPRO

Configuration Description

For Purchasing information system for vendor performance the statistics is

managed on the amount of quantity variances of vendors.

The delivery quantity variance specifies in percent the variance between the

purchase order quantity and the quantity actually delivered.

This key figure is determined if an order item is completed and is updated for

the entry date of the goods receipt or for the entry date of purchase order

change.

In this step we can determine four interval limits for every purchasing

organization. Five intervals are then available to we for evaluation of vendors

6.36 Define Grid for Delivery Date Variance

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Page 16: Sap mm configuration   scn2222

Purchasing àStatistics àDefine Grid for Delivery date

Transaction Code SPRO

Configuration Description

Delivery date variance data is used in statistics for evaluating vendor

performance.

The delivery date variance specifies the difference in days the difference

between the statistically relevant delivery date and the date of the goods

receipt.

This key figure is updated during the goods receipt for the entry date.

In this step we can determine four interval limits for every purchasing

organization. Five intervals are then available to we for evaluation of vendors

6.37 Define Weighing keys

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àVendor Evaluation à Define Weighing keys

Transaction Code SPRO

Configuration Description

In vendor evaluation criteria are weighted according to their importance through

Weighing key.

For example, the overall evaluation of a vendor is calculated from the scores

awarded for the main evaluation criteria "price," "quality," and "delivery." The

latter comprises "on-time delivery performance" and "quantity reliability."

If we consider a vendor's price to be more important than quality, and quality to

be more important than delivery, we can assign weights to the criteria in a ratio

of three for price, two for quality, and one for delivery. This ratio is recorded in a

weighting key.

6.38 Define Criterion (Vendor Evaluation)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àVendor Evaluation à Define Criterion

Transaction Code SPRO

Configuration Description

Here we have defined the criteria by which the system computes scores for

vendors and specify whether the scores for the subcriteria are computed

manually, semi-automatically, or automatically.

Select One of the criterion and drilldown to sub criterion

6.39 Define Scope of List (Vendor Evaluation)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àVendor Evaluation à Define Scope of List

Transaction Code SPRO

Configuration Description

In this step we define various types of list, each representing different main criteria

or the same main criteria in a different order.

In the standard system, the scope-of-list parameters 'standard' and 'version 1' are

supplied as an example:

The parameter Standard provides the user with a ranking list of vendors by

overall score. The main criteria are arranged in the order "Price", "Quality",

"Delivery", "General service/support” and "Externally performed service/work".

The parameter Version 1 yields a ranking list of vendors sorted according to

the score for the main criterion "Price". Then follow the overall evaluation and

the main criteria "General service/support", "Quality", "Delivery", and "Externally

performed service/work".

check the details of list inside

6.40 Maintain Purchasing Organization data

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àVendor Evaluation à Maintain Purchasing Organization data

Transaction Code SPRO

Configuration Description

Select a row and displays criterion for Purchasing Organization

Sub criterions for main criterion

Weighing for a Purchasing Org.

We have provided Equal Weighting to the Criteria as we have different weighing

parameters for ITZ

Point scores for a Purchasing Org.

6.41 Define Permissible Partner Roles per Account Group

Page 17: Sap mm configuration   scn2222

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPartner Determination à Partner Rolesà Define Permissible

Partner Roles per Account Group

Transaction Code SPRO

Configuration Description

Here we can specify for each account group of the vendor which roles the vendor

may assume. Example we can specify that certain vendors may only serve as an

ordering address, not as an invoicing party.

6.42 Define Partner Schemas (Vendor Master)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPartner Determination à Partner settings in Vendor Master

recordsà Define Partner Schemas

Transaction Code SPRO

Configuration Description

Partner schemas allow us to group various partner roles. We can specify that

certain roles in a schema are mandatory, i.e. cannot be changed after entry.

For ITZ, Schema groups Z1 is defined

select a schema to detail the allowed partner functions

6.43 Assign Partner Schemas to Account Groups

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPartner Determination à Partner settings in Vendor Master

recordsà Assign Partner Schemas to account groups

Transaction Code SPRO

Configuration Description

Here we assign the already defined schema groups to vendor account groups

6.44 Define Partner Schemas (Purchasing Documents)

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPartner Determination à Partner settings in Purchasing

documentsà Define Partner Schemas

Transaction Code SPRO

Configuration Description

Partner schemas allow us to group various purchasing documents for partner

determination. We can specify that certain roles in a schema are mandatory,

i.e. cannot be changed after entry.

For ITZ, Schema group Z001 is defined

Select a Schema to detail the partner function allowed

6.45 Assign Partner Schemas to Document Types

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

Purchasing àPartner Determination à Partner settings in Purchasing

documentsà Assign Partner Schemas to document types

Transaction Code SPRO

Configuration Description

In this step, we have assigned the partner schemas to the various types of

purchasing document.

As a result, only the roles of the schema in question can be maintained in

documents of the relevant types.

7 Materials Management – External ServicesManagement

7.1 Define Service Category

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

External Services Managementà Service Master à Define Service Category

Transaction Code SPRO

Configuration Description

In this step, we define the service category.

The service category is the most important criterion for structuring

Service master records. It provides a default value for the valuation

A. Classes. Service master records can be assigned to number ranges on the

basis of the service category.

7.2 Define Number Ranges

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

External Services Managementà Service Master à Define Number Ranges

Transaction Code SPRO

In this step, we define Number Ranges for each service category.

Page 18: Sap mm configuration   scn2222

Configuration Description

7.3 Define Number Range for Service Entry Sheets

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

External Services Managementà Service Master à Define Service Category

Transaction Code SPRO

Configuration Description

In this step, we define the service category.

The service category is the most important criterion for structuring

Service master records. It provides a default value for the valuation

A. Classes. Service master records can be assigned to number ranges on the

basis of the service category.

7.4 Define Attributes of System messages

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management à

External Services Managementà Service Master à Define Service Category

Transaction Code SPRO

Configuration Description

In External Services Management, a number of system messages containing

important information for users may be issued. Users can process this information

further.

In this step, we can define whether the SAP System

Suppresses this information

Issues it in the form of a warning

Issues it in the form of an error message

For ITZ requirement, additional messages no. SE 346 / 347 / 361 is activated as

Error along with other additional Standard SAP Messages

8 Materials Management – Inventory Mgmt. & PhysicalInventory

8.1 Plant Parameters

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Plant Parameters

Transaction Code SPRO

Configuration

Description

In this step, we make the general plant settings for ‘Inventory Management’. All settings are

also contained in the individual steps of the Implementation Guide for Inventory

Management.

If we have created a plant in the enterprise structure using the Copy plant function, we

do not need to make any settings.

If we have created a plant manually, we have to create a new entry for the plant

parameters.

8.2 Define Number Assignment for Accounting Documents

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory

Management and Physical Inventory ® Number Assignment ® Define Number

Assignment for Accounting Documents

Transaction

Code

OMBA

Configuration

Description

In this step, we set the number ranges for the accounting documents which are created when

goods movements or inventory differences are posted.

For accounting-relevant goods movements, the system creates two different documents:

material document

accounting document

Both the material documents and the accounting documents have their own document

numbers. When inventory differences are posted, the system also creates an accounting

document for the physical inventory document.

In this step, we only maintain the number assignment for accounting documents.

Accounting documents are split into document types to allow differentiated document number

assignment, which is the basis for distinguishing between the various accounting operations.

A number range is assigned to each document type. In a company code, we have to define

Page 19: Sap mm configuration   scn2222

number intervals for each number range and fiscal year. In inventory management, the

transaction determines which document type is used.

Goods Issue Document Type

TCode Transaction text Type Description

MB05 A. Subseq. Adjustmt: Act.Ingredient

Mat

WE Goods receipt

MB11 Goods Movement WA Goods issue

MB1A Goods Withdrawal WA Goods issue

MB1B Transfer Posting WA Goods issue

MB26 Picking list WA Goods issue

MBSU Place in Stor.for Mat.Doc: Init.Scrn

MIGO_GI Goods Movement WA Goods issue

MIGO_TR Transfer Posting WA Goods issue

Goods Receipt Document Type

TCode Transaction text Type Description

MB01 Post Goods Receipt for PO WE Goods receipt

MB04 A. Subsequ.Adj.of

"Mat.Provided"Consmp.

WE Goods receipt

MB0A Post Goods Receipt for PO WE Goods receipt

MB1C Other Goods Receipts WA Goods issue

MB31 Goods Receipt for Production Order WE Goods receipt

MBNL Subsequent Delivery f. Material Doc.

MBRL Return Delivery for Matl Document

MBSF Release Blocked Stock via Mat. Doc. WE Goods receipt

MBSL Copy Material Document

MBST Cancel Material Document

MIGO_GO Goods Movement WE Goods receipt

MIGO_GR Goods Movement WE Goods receipt

MIGO_GS A. Subseq. Adjust. of Material Provided WE Goods receipt

Automatic Movements Document Type

TCode Transaction text Type Description

BMBC Batch Information Cockpit WA Goods issue

BORGR GR Automotive WE Goods receipt

BORGR_B GR Automotive: Posting WE Goods receipt

BORGR_C GR Automotive: Clearing WE Goods receipt

CAT5 Data Transfer CATS -> PS WA Goods issue

CAT9 Data Transfer CATS -> PM/CS WA Goods issue

CIP2 CC2: Update PDC messages WA Goods issue

CIP3 CC3: Update PDC messages WA Goods issue

CIP4 CC4: Update PDC messages WA Goods issue

CIP5 CC5: Update PDC messages WA Goods issue

CIPV Posting PDC records WA Goods issue

Physical Inventory Document Type

TCode Transaction text Type Description

MI07 Process List of Differences WI Inventory document

MI08 Create List of Differences with Doc. WI Inventory document

MI10 Create List of Differences w/o Doc. WI Inventory document

8.3 Define Number Assignment for Material and Physical InventoryDocuments

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory

Management and Physical Inventory ® Number Assignment ® Define Number

Assignment for Material and Phys.Inv Documents

Transaction Code OMBT

Configuration

Description

In this step, we maintain the number assignment for the following documents:

material documents

physical inventory documents

The number assignment for these documents is not to be confused with the number

assignment for accounting documents which we completed in the step Define number

assignment for accounting documents. The number assignment for accounting documents

depends on the document type which is allocated to the transaction.

The number assignment for material documents and physical inventory documents

depends on the transaction/event type which is also allocated to each transaction in

Page 20: Sap mm configuration   scn2222

Inventory Management. The transaction/event types are divided into groups of number

ranges. A number range interval has to be defined for each group.

No From no. To number Status Ext

01 0100000000 0199999999 0

02 4900000000 4999999999 4900002419

03 5000000000 5999999999 5000000219

04 0200000000 0299999999 0

Note

We cannot change the transaction/event types. However, we can change the

number range intervals or we can allocate transaction/event types to new groups.

SPRO-> IMG-> Materials Management-> Inventory Management and Physical Inventory->

Number Assignment-> Define Number Assignment for Material and Phys. Inv. Docs

Her you ned to maintain the number ranges for the group attched to the key.

If you want to maintain new number range intervals for an existing group:

a) Choose Group -> Maintain.

b) Select a group and choose Interval -> Maintain.

c) Choose Edit -> Insert year.

d) Maintain the number interval for the new fiscal year.

8.4 Define Number Assignment for Reservations

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Number Assignment ® Define

Number Assignment for Reservations

Transaction Code OMJK

Configuration

Description

In this step, we set up number assignment for reservations.

The number assignment applies to all plants in the client.

Note

If we create reservations with method CreateFromData1 (function module

BAPI_RESERVATION_CREATE1), we can use the number range RB for an

external number assignment.

8.5 Field Selection for Goods Movement/Initial Header Screens

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Field Selection for Goods

Movement/Header Screens

Transaction Code OMJN

Configuration

Description

In this step, we define the field selection for goods movements initial and header screens.

Note that the field selection for the item screens depends on the movement type and is

configured in separate steps.

In this step, we specify whether the fields are input, mandatory, display or hidden.

8.6 Field Selection for MIGO

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Settings for Enjoy Transactions ®

Settings for Goods Movements ® Field Selection for MIGO

Transaction Code OMJX

Configuration

Description

Here we can:

Hide the header data completely or hide particular fields that we do not require

Hide pushbuttons that we do not require

Define the Delivery note and Bill of lading fields as mandatory entries if we use

evaluated receipt settlement

Show the GR/GI slip (GOHEAD-XABLN) field if we use GR/GI slip numbers (only

necessary in certain countries)

Show the Plant (GODYNPRO-PO_WERKS) field if we require the ordering-plant name

for purchase-order-related goods movements as a selection criterion in addition to

the purchase order number and item number

Hide the print indicator if we do not want to print out GR/GI slips in Inventory Management

8.7 Field Selection per Movement Type

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Settings for Enjoy Transactions ®

Settings for Goods Movements ® Field Selection per Mvt Type

Transaction Code SPRO

Page 21: Sap mm configuration   scn2222

Configuration

Description

In this step, we maintain all the settings for field selection by movement type. This step

replaces the activity Define Screen Layout for the Enjoy transactions. The settings from

Define Screen Layout are adopted in these settings automatically so that we do not need to

maintain new entries here.

We can specify for each field whether it is an optional entry or a mandatory entry. In the

table, we see all fields that are visible. We can access the setting Field Invisible by deleting

the appropriate entry from the table.

There is no distinction between different special stock indicators in these entries. Special

stock fields are always suppressed automatically.

8.8 Settings for Transactions and Reference Documents

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Settings for Enjoy Transactions ®

Settings for Goods Movements ® Settings for Transactions and Reference

Documents

Transaction Code SPRO

Configuration

Description

We can limit the number of selectable transactions (goods receipt, goods issue, and so

on) and reference documents (material document, delivery note), and we can specify the

movement type that the system is to propose for every reference document.

If we need only certain transactions (for example, goods receipts or goods issues), we can

choose from the following preset transactions:

MIGO - Used to enter all goods receipts.

MIGO_GR - Used to enter goods receipts from external procurement.

MIGO_GO - Used to enter goods receipts for production orders.

MIGO_GI - Used to enter goods issues.

We can always display material documents.

Transaction MIGO; Actions Mentioned in the table

Action Active Action Active

A01 A08

A02 A09 X

A03 X A10

A04 X A11

A05

A06

A07 X

Reference Document Types (For details go to the path mentioned)

A. Ref. Active MvT A. Ref. Active MvT

R01 X 101 R02 X

R04 X 101 R03 X

R05 101 R01 X 351

R06 101 R08 X 261

R07 101 R09 X 201

R08 X 101 R10 X 201

R09 501 R09 X

R10 X 511 R10 X 301

R02 X R10 X 303

R03 X R02 X

R02 X R10 X 305

R02 X R01 X

R02 X

8.9 Create Storage Location Automatically

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings®

Create Storage Location Automatically

Transaction Code OMB2

Configuration

Description

In this step, we specify whether the automatic creation of storage location data is allowed

for goods issues and transfer postings.

This is advisable if we work with negative stocks and a material's first movement may be

an outward movement.

Note that the reversal movement for a goods issue, for example, movement type 202 or

262, is not considered as an issue but as a receipt. If we only use the automatic creation

of storage location data for reversals of goods issues, we do not have to allow negative

Page 22: Sap mm configuration   scn2222

stocks.

We have to allow automatic creation per plant first of all. We then have to explicitly allow

the creation of storage location data for each movement type.

The storage location data is only created if the quantity is posted to 'standard' storage

location stock. It is not created for receipts into a special stock (for example, into sales

order stock).We are using standard movement types for automatic Storage Location

Creation

8.10 Set Manual Account Assignment

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings® Set

Manual Account Assignment

Transaction Code OMB6

Configuration

Description

In the R/3 System, account assignment is predefined via the automatic account

determination facility.

When we enter material movements that are assigned to a cost account, we can enter the

account number manually. In doing so, we change the account assignment predefined as

offsetting entry for inventory posting.

MvT Acct MvT Acct

201 309 -

202 310 -

292 311 -

301 - 312 -

302 - 313 -

303 - 314 -

304 - 317 -

8.11 Define Screen Layout

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings®

Define Screen Layout

Transaction Code OMBW

Configuration

Description

In this step, we set the field selection for the movement types including goods issues and

transfer postings.

When creating a goods movement, the field selection determines which fields

can be filled ( optional entry)

must be filled (required entry)

are suppressed fields

In Inventory Management, the field selection depends on the movement type.

The field selection defined for a movement type is valid for entering goods movements and

reservations.

Note

We do not maintain the input features of the G/L account and Reason fields here,

but in the following steps:

Manual account assignment (for the G/L account field)

Reason (for the Reason field)

Caution

The field selection for the movement type must correspond with the following field

selections:

field status definition of the G/L account to which postings are made (through the field

status group)

field selection of the posting key

We must take care that a mandatory entry in the G/L account is also defined as a

mandatory entry for the movement type.

8.12 Maintain Copy Rules for Reference Documents

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings®

Maintain Copy Rules for Reference Documents

Transaction Code SPRO

Configuration

Description

In this step, we configure whether the items of the reference document are proposed as

selected on the item selection list when entering a document with reference, or not.

Page 23: Sap mm configuration   scn2222

The user can delete the check marks manually on the item selection list if she/he does

not want to adopt some items.

TCode Transaction text Prsl

MB11 Goods Movement X

MB1A Goods Withdrawal X

MB1B Transfer Posting X

8.13 Set up Dynamic Availability Check

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory

Management and Physical Inventory ® Goods Issue/Transfer Postings ® Set up Dynamic

Availability Check

Transaction

Code

OMCP

Configuration

Description

In this step, we configure the dynamic availability check.

In Inventory Management, two types of availability check are carried out.

availability check during the entry of reservations

availability check during the entry of goods movements

The system checks whether the material to be withdrawn is available and issues a message, if

necessary.

The availability check is only carried out if:

the material master record contains a checking group for the availability check (MRP data)

a checking rule is assigned to the transaction in Customizing

We can define

for each movement type which type of message is issued (object Movement type)

which checking rules are supported (object Checking rule)

per checking group and checking rule: which objects (documents, stocks, material requirements)

are included in the availability check (object Define checking rule)

per transaction of Inventory Management: which checking rule applies (object Transaction codes)

MvT A. Val.

update

Qty update S Mvt Rec Cns Av

201 P

201 X A

201 X K A

201 X P

201 X

201 X X A

201 X X K A

201 X X P

202 P

202 X P

202 X

202 X X

202 X X K

202 X X P

221 Q A

221 Q P A

221 Q L A

221 Q L P A

221 X A

221 X K A

221 X Q A

221 X Q P A

This is an indicative table.

Checking Rule

ChR Description of checking rule

01 Checking rule 01

02 Checking rule 02

03 Checking rule 03

A SD order

AE SD order; make-to-order stock

AQ SD order; project stock

AV SD order; returnable packaging

Page 24: Sap mm configuration   scn2222

AW SD order; consignment

B SD delivery

BB SD delivery; customer stock

BE SD delivery; make-to-order stock

BO Backorder processing

BQ SD delivery; project stock

BV SD delivery; returnable packaging

BW SD delivery; consignment

Define Checking Rule

Transaction Codes

TCode Transaction text ChR Checking rule

CO27 Picking list

MB11 Goods Movement

MB1A Goods Withdrawal 03 Checking rule 03

MB1B Transfer Posting

MB26 Picking list

MIGO_GI Goods Movement

MIGO_TR Transfer Posting

8.14 Generate Physical Inventory Documents for GoodsMovements

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings

®Generate Physical Inventory Documents for Goods Movements

Transaction Code OMCC

Configuration

Description

In this step, we define for each plant and movement type whether a physical inventory

document is automatically generated when posting a goods movement.

We can create a physical inventory document in addition to the material document at the

time of a goods movement. This function is important when inventory differences are

posted from the Warehouse Management System. These inventory differences are

thereby documented in Inventory Management with a physical inventory document.

In order to create an inventory document in addition to a material document for a goods

movement, the following conditions must be met:

In the plant, we must define the transaction/event type WV for automatically generated

physical inventory documents.

We must define the document number assignment for this transaction/event type.

Automatic generation of physical inventory documents must be allowed for the

movement type.

MvT Idoc

717 X

718 X

The above list is indicative

8.15 Check Tolerance Limits

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Receipt ® Set Tolerance

Limits

Transaction Code OMC0

Configuration

Description

In this step, we set the tolerance limits for goods receipts.

When processing a goods receipt, the system checks each item to determine whether

the goods receipt varies from the purchase order or the material master data.

The different types of variances are defined by tolerance keys. For each tolerance key,

tolerance limits can be set per company code.

The following variances are checked in Inventory Management:

Variance in the purchase order price quantity

(Explanation)

For this variance, two tolerance keys are provided:

Tolerance key B1 (error message)

We use tolerance key B1 to define the maximum percentage variance. If the

variance is greater than the maximum variance, the system creates an error

message. The user cannot post the goods receipt.

Page 25: Sap mm configuration   scn2222

Tolerance key B2 (warning message)

Tolerance key B2 defines the percentage variance from which a warning

message is to be issued. It is possible to post the goods receipt.

Variance for the moving average price of the material

(Explanation)

We use tolerance key VP to define the percentage variance from which a warning

message is issued. This warning message indicates a price change.

8.16 Create Storage Locations Automatically

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Receipt ® Create Storage

Locations Automatically

Transaction Code OMB3

Configuration

Description

In this step, we specify whether the automatic creation of storage location data is allowed

for goods receipts.

This is advisable if we want to post a goods receipt without having to maintain the

storage location view of the material master record in advance.

We have to allow automatic creation per plant first of all. We then have to explicitly allow

the creation of storage location data for each movement type.

The storage location data is only created if the quantity is posted to 'standard' storage

location stock. It is not created for receipts into a special stock (for example, into sales

order stock).

8.17 Set Manual Account Assignment

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Receipt ® Set Manual

Account Assignment

Transaction Code OMCH

Configuration

Description

In the R/3 System, account assignment is predefined via the automatic account

determination facility.

When we enter goods receipts which are assigned to a cost account, we can enter the

account manually. In doing so, we change the account assignment predefined as

offsetting entry for inventory posting.

8.18 Define Screen Layout

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Receipt ® Define Screen

Layout

Transaction Code OMCJ

Configuration

Description

In this step, we set the field selection for the goods receipt movement types.

When entering a goods receipt, the field selection controls which fields (account

assignment fields) are

ready for input ( optional entry fields)

have to be filled (required entry fields)

suppressed fields

In Inventory Management, the field selection depends on the movement type.

8.19 Maintain Copy Rules for Reference Documents

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Receipt ® Maintain Copy

Rules for Reference Documents

Transaction Code SPRO

Configuration

Description

In this step, we configure whether the items of the reference document are proposed as

selected on the item selection list when entering a document with reference, or not.

The user can delete the check marks manually on the item selection list if she/he does

not want to adopt some items.

TCode Transaction text Prsl

MB01 Post Goods Receipt for PO X

MB0A Post Goods Receipt for PO X

MB1C Other Goods Receipts X

MB31 Goods Receipt for Production Order X

MBRL Return Delivery for Matl Document X

MBSF Release Blocked Stock via Mat. Doc. X

MBSL Copy Material Document X

Page 26: Sap mm configuration   scn2222

MBST Cancel Material Document X

8.20 Set Dynamic Availability Check

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and

Physical Inventory ® Goods Receipt ® Set Dynamic Availability Check

Transaction

Code

OMCM

Configuration

Description

In this step, we configure the dynamic availability check.

In Inventory Management, two types of availability check are carried out.

availability check during the entry of reservations

availability check during the entry of goods movements

The system checks whether the material to be withdrawn is available and issues a message, if necessary.

Movement Type

MvT A. Val.update Qty

update

S Mvt Rec Cns Av

101 X Q B V

101 X Q B X

101 X Q B X P

101 X Q F

101 X Q F P

101 X B

101 X B A

101 X B V

101 X B X

101 X B X A

101 X B X V

101 X X B

101 X X B A

Checking Rule

ChR Description of checking rule

01 Checking rule 01

02 Checking rule 02

03 Checking rule 03

A SD order

AE SD order; make-to-order stock

AQ SD order; project stock

AV SD order; returnable packaging

AW SD order; consignment

B SD delivery

BB SD delivery; customer stock

BE SD delivery; make-to-order stock

BO Backorder processing

BQ SD delivery; project stock

BV SD delivery; returnable packaging

BW SD delivery; consignment

Transaction Code

TCode Transaction text ChR Checking rule

MB01 Post Goods Receipt for PO

MB0A Post Goods Receipt for PO

MB1C Other Goods Receipts 03 Checking rule 03

MB31 Goods Receipt for Production Order 03 Checking rule 03

MBNL Subsequent Delivery f. Material Doc. 03 Checking rule 03

MBRL Return Delivery for Matl Document

MBSF Release Blocked Stock via Mat. Doc.

MBSL Copy Material Document 03 Checking rule 03

MBST Cancel Material Document

MIGO_GO Goods Movement

MIGO_GR Goods Movement

8.21 Set “Delivery Completed” Indicator

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Receipt ® Set “Delivery

Completed” Indicator

Page 27: Sap mm configuration   scn2222

Transaction Code SPRO

Configuration

Description

In this step, we can define that the R/3 System automatically suggests

the delivery completed indicator for goods receipts if the delivered quantity lies

within the under/over-delivery tolerance

The "delivery completed" indicator has the following effects:

The item is regarded as closed, even if the total quantity was not delivered.

A further delivery is not expected, may, however, arrive.

In the next goods receipt, the item appears on the selection list but has no

selection indicator.

The item can be reorganized even if the total quantity has not been delivered.

Note

Even if the "delivery completed" indicator has not been set, an item is considered

closed once the total quantity has been delivered. This means that the "delivery

completed" indicator is not necessary in this case.

8.22 Set Expiration Date Check

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Goods Receipt ® Set Expiration

Date Check

Transaction Code OMJ5

Configuration

Description

In this step, we set the material shelf life expiration date check for goods receipts for

each plant and movement type.

Prerequisites

The shelf life expiration date of a material can only be entered if:

the minimum remaining shelf life is maintained in the material master record

The minimum remaining shelf life is the time the material must still be usable, so

that the goods receipt is accepted by the system. We can define the time unit the

system uses in the storage data of the material master record in the ‘Period

indicator’ field.

the shelf life expiration date check is active in the plant

the shelf life expiration date check is active for the movement type

No expiration date check has been activated for ITZ.

8.23 Create Storage Location automatically for automaticmovements

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Automatic Movements ® Create

Storage Locations automatically

Transaction Code OMJ8

Configuration

Description

In this step, we specify whether the automatic creation of storage location data is allowed

for automatic goods movements.

This is advisable for goods movements via Shipping or when we post physical inventory

differences, for example.

We have to allow automatic creation per plant first of all. We then have to explicitly allow

the creation of storage location data for each movement type.

The storage location data is only created if the quantity is posted to 'standard'

storage location stock. It is not created for receipts into a special stock (for example,

into sales order stock).

8.24 Set manual account assignment for automatic movements

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Automatic Movements ® Set

manual account assignment for automatic movements

Transaction Code OMJ9

Configuration

Description

Maintenance of this indicator is only useful in conjunction with movements for which a

G/L account can be entered or is provided by the calling program.

In the R/3 System, account assignment is predefined via the automatic account

determination facility.

When we enter material movements that are assigned to a cost account, we can enter

the account number manually. In doing so, we change the account assignment

predefined as offsetting entry for inventory posting.

Page 28: Sap mm configuration   scn2222

MvT Acct MvT Acct

121 601

131 602

132 603 -

340 - 604 -

341 - 621 -

342 - 622 -

543

- 623

-

544 - 624 -

545 - 631 -

546 - 632 -

8.25 Define Screen Layout for automatic movements

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Automatic Movements ® Define

Screen Layout

Transaction Code OMJA

Configuration

Description

In this step, we set the screen Layout for automatic movement types.

8.26 Generate Physical Inventory Documents for GoodsMovements

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Automatic Movements ® Generate

Physical Inventory Documents for Goods Movements

Transaction Code OMJC

Configuration

Description

In this step, we define for each plant and movement type whether a physical inventory

document is created automatically when a goods movement is posted.

In conjunction with automatic movements, please also note that this indicator is not set

for goods movements which are created from within a physical inventory since, in this

case, the physical inventory document already exists. This applies to movement types

701 to 708.

8.27 Define Default Values for Reservations

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Reservations ® Define Default

Values

Transaction Code OMBN

Configuration

Description

In this step, we specify the default values for the following functions for each plant:

allow goods movements for reservations

delete reservations

create storage-location stock data automatically for reservations

Allow movements for reservations

We can only post a goods movement with reference to a reservation if the Movement

allowed indicator is set in the reservation item.

We are not using Reservations for ITZ.

Delete reservations

The management program sets the deletion indicator for reservation items whose

requirements date is earlier than the number of days specified here.

Create storage-location stock data automatically for reservations

When this indicator is set, the storage-location stock data is automatically created when

a reservation is posted. This applies both to planned outward movements and planned

receipts.

8.28 Maintain Copy Rules for Reference Documents

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Reservations ® Define Default

Values

Transaction Code SPRO

Configuration

Description

In this step, we configure whether the items of the reference document are proposed as

selected on the item selection list when entering a document with reference, or not.

Page 29: Sap mm configuration   scn2222

The user can delete the check marks manually on the item selection list if she/he does

not want to adopt some items

8.29 Set Dynamic Availability Check for Reservations

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Reservations ® Set Dynamic

Availability Check

Transaction Code OMB1

Configuration

Description

In this step, we configure the dynamic availability check.

In Inventory Management, two types of availability check are carried out.

availability check during the entry of reservations

availability check during the entry of goods movements

The system checks whether the material to be withdrawn is available and issues a

message, if necessary.

TCode Transaction text ChR Checking rule

MB21 Create Reservation 03 Checking rule 03

MB22 Change Reservation 03 Checking rule 03

8.30 Default Values for Physical Inventory

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Physical Inventory ® Default

Values for Physical Inventory

Transaction Code SPRO

Configuration

Description

In this step, we specify the following default values for physical inventory for each plant:

Pre-settings for entering physical inventory documents

the stock type (unrestricted-use, in quality inspection, blocked)

the indicator for batch determination (in the foreground or in the background)

the unit of entry (stock keeping unit or unit of issue)

These indicators are suggested as default values when we enter a physical inventory

document. But we can also change them there.

Pre-settings for entering physical inventory documents

Reason for inventory difference

The default value we specify here is only displayed when we enter an inventory

difference without reference to the corresponding document. But we can also

change the default value here.

Note:

We only see this field when we enter inventory differences if we have activated it in the

step Field selection for physical inventory.

8.31 Record Reasons for Goods Movements

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Movement Types ® Record

Reasons for Goods Movements

Transaction Code OMBS

Configuration

Description

In this step, we can carry out the following for each movement type:

maintain the input status of the Reason field

store a key that gives a reason for the movement (for example, reason for

return delivery) and a corresponding text.

When we enter a goods movement, we can only enter reasons which have been

defined for the movement type here.

8.32 Copy, Change Movement Types

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Inventory Management and Physical Inventory ® Movement Types ® Copy, Change

Movement Types

Transaction Code OMJJ

Configuration

Description

In this step, we can

change the setting of existing movement types

define new movement types

When we enter a goods movement, we must always enter the movement type. The

movement type has important control functions in Inventory Management. It is

essential for

updating the quantity fields

updating the stock and consumption accounts

Page 30: Sap mm configuration   scn2222

Average User Rating

(51 ratings)

11 Tweet 3

selection of the fields used for entering documents

printing goods receipt/issue slips

9 Materials Management – Valuation and AccountAssignment

9.1 Split Valuation

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Valuation and Account Assignment ® Split Valuation ® Activate Split Valuation

Transaction Code OMW0

Configuration

Description

You configure whether split valuation is allowed at your company. If you generally allow

split valuation, this does not mean that you must valuate each material on this basis. You

decide whether to do so or not for a particular material when creating the material master

record.

9.2 Configure Split Valuation

Menu path I. Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®

Valuation and Account Assignment ® Split Valuation ® Configure Split Valuation

Transaction Code OMWC

Configuration

Description

In split valuation, we can distinguish between partial stocks of a material according to

certain criteria and valuate them separately.

The material stock is divided according to valuation category and valuation type:

The valuation category determines how the partial stocks are divided, that is,

according to which criteria.

The valuation type describes the characteristics of the individual stocks.

With the function "Setting" we can determine:

which valuation categories exist in our company (global categories)

which valuation types exist in our company (global types)

which valuation types belong to which valuation category

which valuation categories exist in a valuation area (local categories)

To select split valuation, proceed as follows:

1. 1. Determine the valuation categories and valuation types that are allowed for all

valuation areas:

Global valuation categories via menu "Goto --> Global Categories"

Global valuation types via menu "Goto --> Global Types"

1. 2. Allocate the valuation types to the valuation categories.

a) Select "Goto --> Global Categories".

b) Position the cursor on a valuation category and select "Goto -->

Global Categories --> Allocations --> Types->Category".

c) Activate the valuation types you want.

1. 3. Determine the local valuation categories for each valuation area.

a) Select "Goto --> Local definitions".

b) Position the cursor on a valuation area and select "Goto --> Local

Definitions --> Allocate Categories->Org.units". You obtain a list of the

global valuation categories.

c) Activate the categories to be used in this valuation area.

The system creates the local valuation types based on the allocations under

point 2.

61328 View s Products: sap_erp_logistics_materials_management Topics: enterprise_resource_planning

Share 10 24Like

Page 31: Sap mm configuration   scn2222

83 Comments

Like (2)

Ragini sap Mar 5, 2013 6:47 PM

Thanks for sharing useful document , In the next version batch management is expected.

Like (0)

Prasanna Soundar Mar 6, 2013 4:53 AM (in response to Ragini sap)

Thank you so much for the comment Prasanna

Like (0)

Ngonidzashe Nhongonhema Feb 22, 2014 7:45 AM (in response to Ragini sap)

Ragin do you have any config documentation for Batch Please

Like (0)

Sanjib Naik Sep 17, 2013 12:52 AM

Excellent for making this document .

You take so much time to make this document Cheers

Sanjib

Like (0)

Ramesh T Jun 19, 2013 7:19 AM

Good.. Thanks for Sharing...

Like (2)

ДЖ ОРДЖ ЧЖ АН ХУНЛЯН Jun 24, 2013 12:10 PM

Useful! But its better to make an additional note about the version of SAP ECC, because menu path

may exists differences.

Like (0)

sanjeet kumar Jun 24, 2013 12:50 PM

Very marvelous... well planned and creative. Thanks for sharing with us.

Like (0)

KALAIYARASAN M Jun 24, 2013 12:57 PM

A very good document.

Like (0)

Pravin Kadam Jun 24, 2013 3:47 PM

It is very useful document, Thanx for you share...

Like (0)

Vignesh Veerasamy Jun 25, 2013 7:47 AM

Very useful document for configuration beginners.Hope if possible provide "Variant Configuration -PP/MM"

Thanks in advance. Vignesh.V

Like (0)

raghavendra sai Jun 27, 2013 1:36 PM

Great compilation

Like (0)

Sajish Kumar S Jun 27, 2013 3:57 PM

Thankyou for the share.

Page 32: Sap mm configuration   scn2222

Like (0)

Mahboob Rahman Jun 27, 2013 7:27 PM

Thank you so much, it is a great reference point

Like (0)

Amit Anasane Jun 28, 2013 1:02 PM

great job..

Like (0)

Vinay SAP MM Jun 28, 2013 1:33 PM

very helpful document !

Like (0)

Narendra Konnipati Jun 28, 2013 4:08 PM

Dear,

I dont have words to describe your talent and about your document .Very* Very *Very Nice .Keep it up . Thanks,

Naren

Like (0)

saurabh chaplot Jun 29, 2013 1:14 PM

gud one

Like (0)

Pampaniya Rakesh Jul 2, 2013 10:37 AM

very vert helpful for mm consultant.

regards,rakesh

Like (0)

Abu Mohammad Shoyeb, SAP MM Consultant Jul 3, 2013 1:16 PM

very helpful doc....

Like (0)

Benjamin Allsopp Jul 3, 2013 3:49 PM

What an incredibly well put together document.

Thank you!

Like (0)

sravan kumar Jul 4, 2013 9:48 AM

good work . thank u sharing

Like (0)

naresh babu Jul 9, 2013 2:36 PM

Thank you for sharing.appreciate your hardwork.

Like (0)

CAROLINE NJUE Jul 11, 2013 9:40 AM

This is so amazing.. i have been in search for such a document!

Thanks Prassana.

Like (0)

Sangeetha Kamatkar Jul 15, 2013 9:13 PM

This is an excellent document for the beginners like us. Thank you Sangeetha

Page 33: Sap mm configuration   scn2222

Like (0)

Mahammad Jafar Jul 18, 2013 8:36 AM

Thank you so much for this document.

Like (0)

Ashok Kodavati Jul 18, 2013 9:09 AM

thank you so much!

Like (0)

Andrey Belyaev Jul 18, 2013 3:24 PM

it's very useful

Like (0)

SAP WARRIOR Jul 20, 2013 6:24 PM

Thanks for sharing it.

Like (0)

Niranjan Nagle Jul 20, 2013 8:52 PM

Good Share

Like (0)

Chetan Panchal Jul 21, 2013 2:19 PM

Nice Sharing

Like (3)

Deepak Singh Jul 23, 2013 12:55 PM

good one..itz help a lotz..:)

Like (2)

The Uttkarsh Jul 25, 2013 1:15 PM (in response to Deepak Singh)

Keep it Dea

Like (1)

Ravindra Devarapalli Jul 25, 2013 1:38 PM

Great . It is very useful to all.

Like (0)

Vinay H Jul 28, 2013 6:03 PM

Its simple and best thanks for sharing...

Like (1)

Deepak Singh Jul 29, 2013 9:07 AM

hey its very nyc ...thanx n keep posting..

Like (0)

Roberto Bevacqua Jul 29, 2013 9:57 AM

Very good resume! Thanks.

Like (0)

Navedali Chaudhary Jul 29, 2013 10:58 AM

Great Work .... Thanks for sharing excellent doc.Can you please share " How to configure JIT methodology in SAP MM?" What are the change's in

SPRO & master data.OR where can i get this becoz i need it urgently.

Jürgen L Aug 6, 2013 7:48 AM

we have already 27 wikis, 25 blogs, 17 documents and 4899 discussions for batch management.

No extra document needed. It will be rejected.

Page 34: Sap mm configuration   scn2222

Like (1)

Like (0)

Adriaan Fourie Aug 6, 2013 9:28 AM

Good summaries. Thank you.

Like (0)

Tarun Rathore Aug 6, 2013 2:14 PM

Really Good Document.........

Like (0)

Sundar Ramanujam Aug 7, 2013 8:40 AM

It is very useful documents. Thank you

Like (0)

Mohsin Borkar Aug 7, 2013 8:43 AM

Hi Prasanna,Thanks for sharing the document...it's indeed of great use

Like (1)

krishna v Aug 15, 2013 8:20 PM

Good document, Thanks.

Like (0)

Deepa Tate Aug 16, 2013 6:34 AM

Hi Prasanna, Thanks for sharing the document...Very useful for beginners.

Like (0)

Vijay Anandw ala Aug 16, 2013 5:40 PM

Great information, Thanks for sharing.

Like (0)

kush kumar Aug 21, 2013 12:02 PM

thanks a lot for sharing. Excellent Work

Like (0)

rajesh dasari Aug 24, 2013 7:20 AM (in response to kush kumar)

Great Information Thanks for sharing the document

Like (0)

Allen Wang Aug 24, 2013 3:15 PM

Very useful!

Thanks a lot for sharing. Best regards

Allen

Like (0)

Sudhir Singh Aug 26, 2013 12:44 PM

Dear Prasanna Sounder, Thanks for sharing information...!!!

<removed by moderator>

Like (1)

Jamie Jiang Aug 28, 2013 7:21 AM

Good summaries,thanks for sharing

Page 35: Sap mm configuration   scn2222

Like (1)

Sandeep Panuganti Sep 10, 2013 10:29 PM

Very good information.

Thank you for sharing.

Like (1)

Anupam Kumar Sep 11, 2013 11:28 AM

Really a very informative document. Thanks for taking all the effort in preparing this.

kudos to you

Like (1)

Satyabrata Sahoo Sep 12, 2013 10:58 AM

Very useful. Thank you for posting such valuable document.

Like (0)

Miguel Ramirez Sep 20, 2013 4:32 AM

very good

Like (0)

sathya babu Sep 25, 2013 2:53 PM

Very informative...also shows ur humanity by preparing and sharing..thank u..

Like (0)

sriman palugula Sep 27, 2013 1:28 PM

really superb notes..thanks

Like (0)

Chetan Panchal Sep 28, 2013 7:53 AM

It's really very nice documents. Please keep sharing. Best regards,

Chetan Panchal

Like (0)

Shokat Ali Oct 2, 2013 5:50 PM

It is very useful doc.Thank you

Regards,Ali

Like (0)

Nisha Prasad Oct 7, 2013 9:09 PM

Nice Documentation..

Like (0)

Pradeep Mani Oct 8, 2013 6:20 AM

Thanks for sharing,patiently prepared.

Like (0)

Rupesh Kumar Oct 22, 2013 8:42 AM

It is very helpful and use. Thanks...............

ratnam sri Oct 27, 2013 12:43 PM

Thanks for Sharing

Regards

Page 36: Sap mm configuration   scn2222

Like (0)

Ratnamsree

Like (0)

Sanjib Naik Nov 2, 2013 12:11 PM

Nice document, Br,

Sanjib

Like (0)

PREETI KASHYAP Nov 19, 2013 12:15 PM

Really this document is very informative and knowledge sharing. Thanks for posting.

Regards.

Like (0)

Cristina Martínez Dec 5, 2013 7:48 PM

Thanks a lot for this document!!! is very useful!I really appreciate it!!

Like (0)

S Ramaraju Dec 14, 2013 1:36 PM

Good Document. Thank you.

Like (0)

Sandeep Damania Dec 18, 2013 11:57 AM

Very Nice documentation. Thanks a Lot..

Like (0)

Ismail Koca Dec 25, 2013 9:52 AM

Thanks, very useful document. Covers almost all main customizing steps.ismail

Like (0)

Ravishankar Venkat Ramanan Dec 26, 2013 9:19 AM

Very Handy, Thanks Prasanna

Like (1)

Muhammad Umar Farooq Jan 1, 2014 12:52 PM

Great Job, keep it up

Like (1)

Nihal Viradiya Jan 3, 2014 7:12 PM

Hi Prasanna,This not only helps me to understand how to do MM configuration but makes me able to visualize all

element of org structure in more detail. Thank you

-a beginner

Like (1)

rucha jadhav Jan 22, 2014 10:56 AM

Thanks, very useful document. Covers almost all main customizing steps.

Like (1)

SURJIT SINGH Jan 22, 2014 11:54 AM

Nice Documentation....

Like (1)

Rajendar K Jan 25, 2014 7:13 PM

Thanks alot nice one

Page 37: Sap mm configuration   scn2222

Follow SCNSite Index Contact Us SAP Help Portal

Privacy Terms of Use Legal Disclosure Copyright

Like (1)

faraz hussain khan Jan 26, 2014 7:48 AM

Thanks, very useful document. Covers almost all main customizing steps. .

Request Prasanna to upload more useful documents relating to SAP MM configuration.

Thanks once again.

Like (1)

Sridhar kumar kommana Jan 28, 2014 4:01 PM

thanks for sharing yar.... good work... keep going...

Like (1)

NiTiN J Jan 30, 2014 9:06 AM

Indeed a book. Amazing work !!! ntn

Like (1)

Vineeth P Baby Feb 3, 2014 8:20 AM

HI,

The document is very useful for beginners as it is very handy and provides all the importantconfigurations.

Regards, Vineeth

Like (0)

elham abdi Feb 9, 2014 11:39 AM

thanks

Like (0)

Radha krishna Gandrakota Feb 18, 2014 5:22 PM

thanks, helpful information...

Like (0)

Sandeep Panuganti Mar 20, 2014 3:56 PM

Wow!! Nice...everything in one place.Thank you for sharing.

Like (0)

Khash Slaby May 26, 2014 8:45 AM

Thanks for sharing, great job.

Like (0)

Santosh Sharma Jul 7, 2014 12:31 PM

Thanks for sharing. great!!!!!