sap_im_inventory_management_processes_100_c_en v3.5

115
Inventory Management Processes

Upload: deb-martina

Post on 18-Jan-2017

119 views

Category:

Documents


11 download

TRANSCRIPT

Inventory Management Processes

Course Description and Prerequisites

Description

This course covers the Inventory Management process to work with batches, transfer postings, goods movements, and receipts process for IM managed goods.

Prerequisites

SAP_ECC_Introduction and Navigation_100_C_ENSAP_SCM_SCM_Overview_100_C_EN

2

Training Methodology

ProcessDemoPracticeConcepts

Concepts• Outline new

concepts• List key terms

and changes

Practice• Practice

transactions in SAP

• Use exercise guide and data to complete exercises

Process• Describe the

processes and integration points

Demo• Interactive

demonstrations of transaction in SAP

3

Ground Rules

Participate actively and share your experiences

Keep cell phones off or silent – no e-mail

Please sign the attendance sheet

Refrain from side conversations

Feel free to ask questions

Break when needed

4

Key Terms

Term DefinitionMaterials Management (MM)

SAP module that governs processes form material procurement to vendor payment.

Inventory Management (IM)

SAP module that allows inventory data to be captured at the Plant-Storage Location level.

Warehouse Management (WM)

SAP module that allows inventory data to be captured at a level more granular than IM (for example, Warehouse or Bin Level).

Goods Receipt (GR)

A representation of a physical receipt of goods.

Goods Issue (GI) A representation of a physical withdrawal of goods.

Storage Location (SLOC)

An organizational unit allowing the differentiation of material stocks within a Plant.

Purchasing Information Record (PIR)

An element of master data that tracks vendor specific purchasing data for a specific material.

Stock Transport Order (STO)

Physical movement of materials from one plant to another.

55

Key Terms

Term DefinitionRadio Frequency Scanner (RF Scanner)

Device used for accessing warehouse data in real-time.

Shelf Life Expiration Date (SLED)

Expiration date for goods received. It is the maximum time a material can be stored in the warehouse.

Transfer requirement (TR)

Serves as a planning aid for putaway and stock removal. A TR tells the warehouse, “Something needs to be done”. A TR acts as a notification that, for instance, a IM stock transfer has taken place.

Transfer order (TO)

An instruction to move materials from a source storage bin to a destination storage bin in a warehouse. TO is created with reference to a TR.

Plant Site or location number.

Material Movement

Plays a central role as the instrument for controlling goods receipt, goods issue, and posting change activities. If material is being transported in any fashion, a movement type is instrumental for the move.

66

Key Terms

Term DefinitionMaterial document Any document which records a goods movement at the IM level.

Batch status An indication of the usability of a batch. Can be either unrestricted or restricted.

Stock type Is the status of the stock within a storage location. For example Unrestricted, Quality Inspection, Blocked, Restricted.

Consignment material

Goods which are stored at a FSBP facility but technically still belong to the supplier until sold for use in a production or process order.

Transfer posting A “logical” movement of stock. For example the movement of unrestricted material to quality inspection (stock status change). This is a logical movement, because the material remained in the same storage location. Because the stock went from unrestricted to quality stock, a goods movement did take place.

Transfer confirmation

A verification that the transfer of stock for a transfer order was performed.

Stock transfer The physical removal of stock from one storage location and the putaway of the stock into another storage location.(Sloc to Sloc material movement).

77

Key Terms

Term DefinitionStorage type A collective storage location of similar conditions, such as

temperature or humidity.Storage section A subdivision of a storage type used for putaway strategies.

Storage bin Location within warehouse-managed storage location where materials are stored.

Quant The smallest area within a bin. One bin many contain one or more material and/or batch combinations. A data record. Data record.

88

Course Content

Stock Handling Overview

Master Data

Stock Handling, GR, GI Posting and Transfer Posting

Reports

Conclusion

99

Define the Receiving, Plant, and Issuing processes at the plant

Understand material movements

Understand how stock is managed

Define common movement types

Describe the results of goods movements

Stock Handling Overview – Learning Objectives

10

Process Overview

• Goods management Moving goods into warehouse for putaway Managing goods movements within warehouse Replenishment Physical inventory activities

• Goods receipt Receiving goods at loading dock from external vendors Receiving goods from manufacturing Receiving goods from other FSBP locations

• Goods issue To sales order To production order To scrap To cost center

1111

Manage Inventory Storage and Movements

• Goods Receipt Purchase Order Work Order

• Goods Issue Material withdrawal Material Consumption Shipment of goods to affiliates

• Transfer Posting Stock Type conversion Material to material conversion Changing the batch number

• Stock Transfer Plant to plant Storage location to storage

location Storage bin to storage bin

• Results of a goods movement: Material Document Generated Accounting documents being generated Updated Stock Types quantities Updated Inventory Balances (quantity and cost)

12

• Stock Types in IM: Unrestricted Quality Inspection Blocked

• Special Stock: Q Quality S Blocked

Manage Stock

13

• Stock Types in WM: Unrestricted Quality Inspection Blocked

• Batch Stock: Unrestricted Use Restricted Use

Goods Receipt Process Flow

Material received on dock and packing slip

validated Visually inspect for

damage

Accept material?

SAP Step: Receive a

product against purchasing document

Goods Receipted

Call buyer and define next steps

Purchasing Document Released

Verify quantities

NoYes

14

Goods Receipt

• Goods movement – receipt of goods from vendor, another plant, or production

Leads to increase in warehouse stock If coming from manufacturing, may lead to increase in storage

location stock at IM level• FSBP distinguishes between the following types of GRs:

with reference to a reservation with reference to an order

o Purchase ordero Inbound deliveryo Production/process

Other goods receipts

15

Material Goods Receipt and Putaway

16

Stock Transfer – Internal goods movement

• Stock transfers are used to remove material from one storage location and place them into another storage location.

• Both stock transfers and transfer postings consist of a “goods issue” from an issuing point and a “goods receipt” at a receiving point.

Transfer DescriptionStorage Location to Storage Location

A stock transfer from storage location to storage location in the same plant simply causes an update of the stock quantities in both storage locations. The stock value remains unchanged, and the event is not relevant for accounting.A stock transfer from storage location to storage location is possible for all stock types.

Plant to Plant A stock transfer from plant to plant not only leads to a change in stock quantity in both plants; if both plants are assigned to different valuation areas, an accounting document is also created.This type of stock transfer can only be carried out from unrestricted-use stock of the issuing plant to unrestricted-use stock of the receiving plant.

17

Location to Location Movements (Sloc to Sloc – IM)

18

Location to Location Movements (IM to WM)

19

Goods Issues

• Using a Goods Issue (GI), you can post a material withdrawal a material issue a shipment of goods to a customer

• GI results in physical issue of stocks and decrease in stock qty• The following business transactions normally trigger GI

Trigger Application WMS DocumentInternal Material Consumption (cost center or scrap)

MM-IM Transfer Order

Material Staging for Production Orders

Production Transfer Requirement

Delivery to Affiliate Customers or DC

LE-SHP Outbound Delivery

20

21

• Materials that are not WM managed in the warehouse have to be issued to a production order using transaction MIGO_GI-261Goods Issue to an order.

Stage Raw Materials for Production (IM Managed)

22

Pick, Pack and Ship

Transfer Posting

• A transfer posting usually refers to a change in a material’s stock status (for example, release from quality inspection stock to unrestricted stock)

• In a transfer posting, the material can remain in its original storage location or be transferred

• The following business transactions normally trigger a transfer posting:

Trigger DescriptionStock Type Change Need to change material quantity from one

stock type to another stock type. For example from blocked stock to unrestricted stock.

Material to Material Change Need to change material from one material number to another material number.

23

Transfer Posting Stock Type/Category Change

• Results of the Post Change for stock type/category are: Creation of material document (movement type 344-IM, movement

type 944-WM)o Updates the quantity and value of the materials moved

WMS posting change notice created WMS transfer order created (either same bin or different bin) WMS transfer order confirmed

24

When Are Material Documents Generated?

• Material documents are necessary to record: Stock transfers Transfer postings Material staging (IM) Deliveries for WM staging

25

Material Documents

• Material documents serve as: Proof of movement Source of information for any applications that follow A data record for all IM movements

• A material document consists of: A header

• Contains general data about movement (for example, its date) At least one item

• Each item describes one movement

26

Material Documents contd

• Every movement of a material has a material document to support it. The material document is a historical record of the movement

• Material documents contain information such as: Material(s) associated with the movement Movement type Plant Storage location Batch number

• You can also view relevant accounting documents such as:o customer invoiceo material mastero document dateo posting date

27

Material Document List

• Use the Material Document List (MB51) to display transaction history for a material or group of materials.

• Enter material number(s) to retrieve all material documents related to those material codes.

28

Demos and Exercises

Demo Exercise T-code ScenarioN/A Knowledge Check

2929

Define the Receiving, Plant, and Issuing processes at the plant

Understand material movements

Understand how stock is managed

Define common movement types

Describe the results of goods movements

Stock Handling Overview – Unit Summary

30

Course Content

Stock Handling Overview

Master Data

Stock Handling, GR, GI Posting and Transfer Posting

Reports

Conclusion

3131

Identify Organizational Elements

Describe the characteristics and importance of Master Data

Identify difference between Master Data and Transactional Data

Master Data Overview – Learning Objectives

32

Basic Data: Material Master Record

• Data in a material master record is subdivided by user department.

33

Master Data vs. Transactional Data

Master Data Transactional DataMostly static DynamicThe accuracy of master data is essential to efficient performance of the system

Accuracy of transactional data is dependent on master data

Creation of master data is independent of transactional data

Master data is a prerequisite for executing transactional data

Examples: Cost Centers, Customers

Examples: Sales orders, Invoices

3434

What is a Material Master Record?View tabs

35

Material details

Demos and Exercises

Demo Exercise T-code Scenarioa MM03 Display Material

3636

Identify Organizational Elements

Describe the characteristics and importance of Master Data

Identify difference between Master Data and Transactional Data

Master Data Overview – Unit Summary

37

Course Content

Stock Handling Overview

Master Data

Stock Handling, GR, GI Posting and Transfer Posting

Reports

Conclusion

3838

Goods Receipts

Stock Movements

Goods Issues

Transfer Requirements

Transfer Postings

Stock Handling, GR, GI Posting and Transfer Posting – Learning Objectives

39

Stock Overview

• Use MMBE to view stock availability by material number• You can display:

All locations for a material (Plant, Storage Location) Material type Unit of measure Batch information Stock status (Unrestricted, On-Order, Reserved, etc.)

40

Stock Overview List

41

Material number field

• You can enter a material number to list all locations for a material

• You can look up a material by material number and batch

Stock Overview List

42

Use the scrollbar to display additional

stock types

Double-click an item to display additional

details

Demos and Exercises

Demo Exercise T-code Scenarioa MMBE Stock Overview List

4343

RF MENU (IM ONLY)This is the initial RF Menu screen for IM that appears after you logon. Your choices are:1. Receiving > which is used to process a

PO/STO (Stock Transfer Order) goods receipt.

2. Picking > which is used to pick material for an order. Load verification for a shipment (start and stop times for the physical loading process).

3. InternalMove > which is used to process a move from storage location to storage location.

4. Shipping > which is used to post goods issues for shipments.

44

RF IM Receiving

45

RF IM Receiving – PO/Non-Batch

PO/STO Goods Receipt Screen Skd Qt – Total number of skids for the Qty input. Lbl – Number of labels you desire to print Del Nt – Enter packing slip or BOL for the order.

46

RF IM Receiving – PO/Non-Batch Continued

47

Display MB03 - material document

Scan Label Printer Name

• After the RF is posted, perform GR, print label

Demos and Exercises

Demo Exercise T-code Scenario

a RF Scanner / LM01

Receive IM Non-batch items

4848

Results Goods Receipts

• Results of the goods receipts are: Material document is created Stock update (goods receipt updates the inventory) Increases the stock in the Sloc / warehouse Gives instant inventory numbers Accounting document is updated (allows the vendor to be paid)

49

RF IM Receiving – STO/Batch

PO/STO Goods Receipt Screen Skd Qt – Total number of skids for the Qty input. Batch No – This will default into the screen. Lbl – Number of labels you desire to print. Del Nt – Enter packing slip or BOL for the order.

50

RF IM Receiving – STO/Batch Continued

51

Scan batch number from Putaway Label

Demos and Exercises

Demo Exercise T-code Scenario

a RF Scanner / LM01

Receive IM Batch-managed items

5252

Reprint Labels

• Use ZMM_ONDEMAND to reprint labels for goods receipts

53

• Indicate whether the material is IM or WM managed

WM / IM Managed radio buttons

Demos and Exercises

Demo Exercise T-code Scenarioa a ZMM_ONDEMAND Reprint labels

5454

Sloc to Sloc - IM

55

Check Stock locations and Quantities

• Use MMBE to check the storage locations and quantities before each move

56

RF Internal Moves (IM or WM)

57

• SLOC to SLOC Moves are the same for IM or WM.• Currently we will be using this process at Prescott,

Anoka and Salt Lake City.

Check Stock locations and Quantities

• Use MMBE to make sure the move was successful

58

Demos and Exercises

Demo Exercise T-code Scenarioa MMBE Check stock before the

move – Stock Overviewa RF Scanner /

LM01Logon to RFPerform internal move (IM)

a MMBE Confirm move – Stock Overview

5959

Plant to Plant Movements (IM to WM)

60

What happens before you move the material?

• Use MMBE to check the storage locations and quantities before each move

• Creation of STO using ME21N• Creation of delivery number using VL10B• Picklist printed using ZWM_PICKLIST • This is an example of a picklist

61

Use the picklist to pick material for the move

62

• A stock transfer plant to plant is a move where one plant is IM managed and the other is WM managed

• Decreased inventory in the IM level• Increased inventory in the WM level• Normally, theses types of moves will involve:

Finished goods MRO (spare parts)

RF IM Picking

63

3 line items on the delivery

RF IM Picking – Confirm Pick

64

• Use transaction VL02N to ensure the picks happened correctly

Demos and Exercises

Demo Exercise T-code Scenarioa RF Scanner /

LM01Pick IM batch and non-batch items

6565

What happens next?

• Move the material to the dock• Shipment is created using VT01N• Load verification process used to load truck

66

RF IM Load Verification

67

RF IM Load Verification (continued)

68

Select N until load is complete

Loading has just completed – go back into RF to

complete load verification

RF IM Load Verification Continued

69

• Warning message: This means you have the shipment open, usually in Shipping office.

• It will require the Load Verification ending to be reprocessed.

Shows the start stop times entered in the

scanners.

Demos and Exercises

Demo Exercise T-code Scenarioa RF Scanner /

LM01Perform load verification

7070

What happens next?

• When the load is completed in the system using VT02N, appropriate shipping documentation is created

Bill of Lading (BOL) Hazardous documents Customs paperwork

71

BOL

RF Shipping Pathway

72

RF Shipping Pathway Continued

73

Demos and Exercises

Demo Exercise T-code Scenarioa RF Scanner /

LM01Perform shipping

7474

Goods Issues

• Goods issue to cost center• Goods issue to scrap

75

Stage Material to Cost Center

• Use MIGO_GI (201) to issue goods to a cost center

76

Use MIGO_GI transaction to issue to cost center

• Ensure you have A07-Goods Issue and R10 Other in the movement transaction fields

• Make sure to press Enter when you enter the movement type

77

Use MIGO_GI transaction to issue to cost center

78

• Each time you enter a value in a field press Enter to validate your entries.

Use MIGO_GI transaction to issue to cost center

• Enter Batch information if the material is batch-managed• Enter G/L and Cost Center• Review WM entries for WM materials

79

Use MIGO_GI transaction to issue to cost center

• Always use Check to check your posting before you save• Use Post to post MIGO goods issues

80

Use MIGO_GI transaction to issue to cost center

81

Demos and Exercises

Demo Exercise T-code Scenario

a a MIGO_GI Perform Goods Issue 201 Issue to Cost Center

8282

You enter a scrap posting if a material can no longer be used (i.e. shelf life has been exceeded or material is damaged). Scrapping is possible from each of the three stock types and is entered as a goods issue without reference in SAP ECC.

Scrapping causes a reduction in the associated stock. The value of scrapped material is posted from the stock account to a scrap account.

Issue Material to Scrap

83

Scrapping Material

• Enter the movement type

• Enter or select the cost center

• Enter the material and quantity to be scrapped

84

Scrapping Document

• You can display the material document using MB51 to ensure the correct posting was made

85

Accounting Document

• Use FB03 to display the accounting postings and print or email the document for necessary signature(s)

86

Accounting Document

• Email or print the accounting document using FB03 for necessary signature

87

Print icon

email icon

Results Scrapping

• Converts raw material to a scrap material number• Material document is created• Accounting documents are updated

88

Demos and Exercises

Demo Exercise T-code Scenario

a a MB1A (551) Issue material to scrap

8989

Transfer Postings Overview

• Transfer postings are used to change the status of a material for the following reasons:

Quality to unrestricted (Movement type 321) Quality to blocked (Movement type 350) Unrestricted to quality (Movement type 322) Unrestricted to blocked (Movement type (344) Blocked to quality (Movement type 349) Blocked to unrestricted (Movement type (343)

90

91

• Perform MIGO_TR transaction to move material from a stock type of Unrestricted to Blocked . Movement type is 344 (Unrestricted to Blocked)

Transfer Posting – Unrestricted to Blocked

92

Transfer Posting – Unrestricted to Blocked

• You can move the columns that display in MMBE to show the information you need to see every day

93

• Perform MIGO_TR transaction to move material from a stock type of Blocked to Unrestricted. Movement type is 343 (Blocked to Unrestricted)

Transfer Posting – Blocked to Unrestricted

Movement type field

94

Transfer Posting – Blocked to Unrestricted

• Look at MMBE to make sure the move was successful

Demos and Exercises

Demo Exercise T-code Scenario

a a MIGO_TR Perform transfers of stock:--unrestricted to blocked (344)--blocked to unrestricted (343)

a a MMBE Stock Overview – check status of material

9595

Goods Receipts

Stock Movements

Goods Issues

Transfer Postings

Stock Handling, GR, GI Posting and Transfer Posting – Unit Summary

96

Course Content

SCM Overview

Stock Handling Overview

Master Data

Stock Handling, GR, GI Posting and Transfer Posting

Reports

Conclusion

9797

Run Reservations List for a Material

List Stocks in Transit

Display Warehouse Stocks

Shelf Life Expiration Date List

Review Material Document

IM Reports – Learning Objectives

98

IM Reports Overview

• The reports discussed in this unit include: MB24 – Reservations List for Material MB5T – Stock in Transit MB52 – Display Warehouse Stocks of Material MB5M – Shelf Life Expiration Date List MB03 – Material Document

99

MB5T – Stock in Transit

• Transaction MB5T is used to check stock that is in transit company-wide or by specific plant

100

MB24 – Reservations List for Material

• Use MB24 to view reservations for a material

101

Display Warehouse Stocks of Material

• Use MB52 when you want to look up material stocks based on material(s) and/or plant(s)

• You can view warehouse stocks for: A single material Multiple materials All materials within a plant

• You can display the following information: Material type Batch record Quantity and value

• Use this report to research data for project-related uses• You can export the list to use off-line

102102

Display Warehouse Stocks of Material

103

• You need to enter a material number to use this report

Material number field

Display Warehouse Stocks of Material

104

• Highlight an item and use the Details icon to display additional details

Shelf Life List

• Use SAP transaction MB5M to display a list of materials that have a shelf life

• Displays the remaining shelf life status for a material or material group in a storage location

105105

Shelf Life Selection Criteria

106

• You should specify a plant or range of plants• Enter the remaining shelf life in days

Remaining shelf life (Days)

Shelf Life List

107

• Batches with a red status are not qualified to ship out to customers

Expired material / batches

• Double-click a material to be directed to the MSC3N – Display Batch screen to see when the material was received

MB03 – Material Document

• Use SAP transaction MB03 to display a material document to verify that goods are received or issued

• You need to know the material document number to use this transaction

Use MB51 to find the material document number if you do not have the information from the movement

108

MB03 – Material Document

• You can drill down to additional details from MB03

109

Demos and Exercises

Demo Exercise T-code Scenarioa a MB5T Stock in Transit

a a MB52 Display Warehouse Stocks of Material

a a MB5M Shelf Life Expiration Date List

a MB03 Material Document

110110

Run Reservations List for a Material

List Stocks in Transit

Display Warehouse Stocks

Shelf Life Expiration Date List

Review Material Document

IM Reports – Unit Summary

111

Course Content

SCM Overview

Stock Handling Overview

Master Data

Stock Handling, GR, GI Posting and Transfer Posting

Reports

Conclusion

112112

SAP Transactions Covered in this Course

T-code ScenarioLM01 Miscellaneous RF transactions

ZMM_ONDEMAND Reprint labelsMIGO_GI Goods IssuesMIGO_TR Transfer Postings

MM03 Display Material MasterMMBE Stock OverviewMB1A Goods issue to scrapLS24LX03LS26

Confirm STO – Stock Overview (this is only for the WM portion of the movement)

113113

SAP Transactions Covered in this Course

T-code ScenarioMB24 Reservations List for Material

MB5T Stock in Transit

MB52 Display Warehouse Stocks of Material

MB5M Shelf Life Expiration Date List

MB03 Material Document

114114

Questions?

115