scm601 - processes in logistics execution

SCM601Processes in Logistics ExecutionmySAP Supply Chain Management

Date Training Center Instructors Education Website

Instructor Handbook

Course Version: 2003 Q3 Course Duration: 3 Day(s) Material Number: 50059416 Owner: Christiane Dr. Schnellenbach (D032740)

An SAP Compass course - use it to learn, reference it for work

CopyrightCopyright 2003 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

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DisclaimerTHESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.

About this HandbookThis handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

Typographic ConventionsAmerican English is the standard used in this handbook. The following typographic conventions are also used. Type Style Example text Description Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options. Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet). Example text EXAMPLE TEXT Emphasized words or phrases in body text, titles of graphics, and tables Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program.

Example text

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Type Style Example text

Description Exact user entry. These are words and characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Icons in Body TextThe following icons are used in this handbook. Icon Meaning For more information, tips, or background Note or further explanation of previous point Exception or caution Procedures

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ContentsCourse Overview............................................................................. viiiCourse Goals................................................................................ viii Course Objectives ........................................................................... ix

Unit 1: Overview of mySAP Supply Chain Management ..............................1Positioning in the mySAP Business Suite ................................................. 3 Logistics Execution ......................................................................... 14

Unit 2: Structure Elements ................................................................. 29Organizational Units........................................................................ 31 Storage Bins and Quants .................................................................. 43 Material Master and Customer Master................................................... 61

Unit 3: Goods Receipt Processes ........................................................ 85Goods Receipt Posting for Purchase Orders ........................................... 87 Putaway with Transfer Orders ............................................................ 105 Inbound Deliveries for Purchase Orders................................................ 128 Putaway and Goods Receipt Posting ................................................... 143

Unit 4: Goods Issue Processes ..........................................................169Goods Issue Posting for Cost Centers .................................................. 171 Stock Removal with Transfer Orders .................................................... 183 Outbound Deliveries for Sales Orders .................................................. 196 Stock Removal and Goods Issue Posting .............................................. 216

Unit 5: Transportation ......................................................................247Transportation Planning in SAP R/3..................................................... 249 Transportation Planning with SAP APO ................................................ 267

Unit 6: Monitoring Logistics Processes................................................279Warehouse Activity Monitor and Other Evaluations................................... 281 Supply Chain Event Management ....................................................... 300

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Unit 7: Additional Functions ..............................................................313Packing...................................................................................... 315 Handling Unit Management .............................................................. 334 Mobile Data Entry.......................................................................... 347

Index ............................................................................................365

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Course OverviewThis course gives you an overview of the range of functions within Logistics Execution, the SAP R/3 application component for mapping and controlling the execution of logistics processes. The main focus is placed on the various means of processing goods receipts and goods issues. The organizational prerequisites are also discussed in detail. There is a CATT for this course (ZT_LO140_02), which must run before the course begins. This CATT creates material stocks and documents. The times given in the Course Duration Details are rough guidelines only. Experience has shown that the time required for the content of this course depends entirely on the participants interest and previous knowledge. This means that for some lessons you will require a lot more time than is planned, for others you will need less time. Ideally, before the first demonstration using group-specific data (lesson Organizational Units), you should explain to the participants that they can work out their warehouse number and storage location as follows: 140 + ## or 0140 + ##. The characters ## refer to the group numbers that are attached to the monitors in the training rooms. Participants in group 01 must therefore work with warehouse number 141 and storage location 0141, and so on. Create user master records for the participants, and for yourself if required: Use transaction ZUSR (User Maintenance for SAP Courses) to copy the reference user SCM601-99. Enter the following data in the relevant fields: SCM601-99 SCM601 (as required) init (or another password) .

Copy from Name of Course No. of exercise groups Initial password Choose Execute

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On the following screen, choose Create and answer no to the question about the uniqueness of the group numbers. Choose Create again.

Target AudienceThis course is intended for the following audiences: Project team managers Project team members

Course PrerequisitesRequired Knowledge Technical: SAP01 - mySAP Business Suite Overview, or comparable knowledge Topical: Basic knowledge of logistics processes

Course Duration DetailsUnit 1: Overview of mySAP Supply Chain Management Positioning in the mySAP Business Suite Logistics Execution Unit 2: Structure Elements Organizational Units Storage Bins and Quants Material Master and Customer Master Unit 3: Goods Receipt Processes Goods Receipt Posting for Purchase Orders Putaway with Transfer Orders Inbound Deliveries for Purchase Orders Putaway and Goods Receipt Posting Unit 4: Goods Issue Processes Goods Issue Posting for Cost Centers Stock Removal with Transfer Orders Outbound Deliveries for Sales Orders Stock Removal and Goods Issue Posting Unit 5: Transportation Transportation Planning in SAP R/3 30 minutes 30 minutes 40 minutes 45 minutes 25 minutes 30 minutes 35 minutes 30 minutes 30 minutes 25 minutes 30 minutes 45 minutes 30 minutes 45 minutes

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Course Overview

Transportation Planning with SAP APO Unit 6: Monitoring Logistics Processes Warehouse Activity Monitor and Other Evaluations Supply Chain Event Management Unit 7: Additional Functions Packing Handling Unit Management Mobile Data Entry

50 minutes 35 minutes 25 minutes 25 minutes 25 minutes 40 minutes

Course GoalsThis course will prepare you to: Position Logistics Execution in mySAP Supply Chain Management (mySAP SCM) Understand how to control the basic processes of logistics execution: goods receipts and goods issues

Course ObjectivesAfter completing this course, you will be able to: Explain the organizational structures used in Logistics Execution Create and maintain all relevant master data Create the most important documents Map goods receipt and goods issue processes in SAP R/3 Monitor these processes Explain the basic functions of Transportation Planning/Vehicle Scheduling (TP/VS) in the SAP Advanced Planner and Optimizer (SAP APO)

SAP Software Component InformationThe information in this course pertains to the following SAP Software Components and releases: The main focus of this course should be on showing the processes. You should make clear to the participants which options the SAP R/3 system offers for mapping goods receipt and goods issue processes, and in which business framework these forms of mapping can be used. We are dealing with

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wide-ranging relationships in this part of the system. For this reason, you should allow enough time for discussing the organizational structures. Most participants will have previous knowledge, either from procurement or from sales and distribution, so that you can build upon their existing understanding of the processes. For formal reasons only, two lessons contain a moderated discussion as the participant activity, since exercises are either not possible in the system, or would not be useful. You should carefully consider whether you want to actively encourage discussions, since past experience has shown that lively debate occurs spontaneously throughout the course anyway and is often hard to contain. Some lessons also contain an additional exercise for (more) advanced participants, who usually complete the main exercises in less than the planned time.

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Unit 11

Overview of mySAP Supply Chain Management

This unit should help participants orient themselves in the more complicated SAP system and product landscape, and to position Logistics Execution correctly within this landscape.

Unit OverviewThis unit will explain the relationships between mySAP Business Suite, mySAP Supply Chain Management (mySAP SCM), and Logistics Execution. First, you will learn about the role that mySAP SCM plays in mySAP Business Suite. Then we will position Logistics Execution, the actual topic of this course, in mySAP SCM.

Unit ObjectivesAfter completing this unit, you will be able to: Describe mySAP Business Suite Position the solution mySAP SCM in the mySAP Business Suite concept Name the component parts of the mySAP SCM solution Position Logistics Execution within the mySAP SCM solution Name the components of Logistics Execution Describe the function of Logistics Execution within SAP R/3

Unit ContentsLesson: Positioning in the mySAP Business Suite ................................ 3 Exercise 1: Introduction to the mySAP Business Suite..................... 11

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Lesson: Logistics Execution ........................................................ 14 Demonstration: Logistics Execution in the User Menu ..................... 19 Exercise 2: Logistics Execution................................................ 21

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Lesson: Positioning in the mySAP Business Suite

Lesson: Positioning in the mySAP Business Suite2

Lesson Duration: 30 minutes

Lesson OverviewCaution: The brand structure of SAP was recently reorganized. mySAP.com is no longer the central product, instead the focus is on the mySAP Business Suite. In creating these course materials, we have tried to characterize the new product as far as was possible at the time. Logistics Execution is part of the solution mySAP Supply Chain Management (mySAP SCM). This in turn is part of the total solution package mySAP Business Suite. This lesson should demonstrate the relationship between the whole (mySAP Business Suite) and its parts (the solutions). It also aims to clarify the position of Logistics Execution within the solution mySAP SCM.

Lesson ObjectivesAfter completing this lesson, you will be able to: Describe mySAP Business Suite Position the solution mySAP SCM in the mySAP Business Suite concept Name the component parts of the mySAP SCM solution

Past experience has shown that participants in this course often have very different, and often incorrect, ideas about the positioning of the Logistics Execution component in the SAP product landscape. Patchy and partially contradictory information in the Internet and/or intranet, and in various publications, makes it more difficult to have an overview of the product landscape, particularly since it is constantly changing. Usually only a small number of participants will have taken the basics course SAP01, which is listed as a prerequisite for this course. This lesson therefore gives you the opportunity to fill in the gaps.

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Business ExampleIDES AG wants to use mySAP SCM to optimize its logistics processes. In particular, the company wants to examine how this solution might be able to support logistics execution functions.

mySAP Business Suite: Definition and Basic StructureThe product name mySAP Business Suite describes a group of solutions covering a broad spectrum of business requirements. Elements from this group can be combined as required, with each other or with external products, in order to map complex business scenarios. SAPs mySAP Business Suite is a solution package that can be used in all industries. Its technical architecture is based on open standards, so that different types of SAP and external systems can be connected to each other. The solution package mySAP Business Suite consists of three basic elements:

Figure 1: Components of mySAP Business Suite

In the lessons four diagrams, the detail that is the focus of the subsequent graphic is highlighted in a different color. Caution: In the past, the combination and naming of the individual solutions that make up the mySAP Business Suite have been changed several times within a relatively short period. It is therefore advisable

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to consult the current Internet and intranet Web sites, in order to present course participants with the most up-to-date status of the SAP brand architecture. mySAP Business Suite includes cross-industry solutions, industry-specific solutions, and non-industry-specific solutions designed specifically for small and midsize businesses. Cross-industry solutions offer functions for specific business activities. They support process control in a framework that extends beyond your own company (and therefore also beyond your own system landscape). The solution examined in detail in this lesson, mySAP SCM, is one of the cross-industry solutions. Note: Further examples of cross-industry solutions are mySAP Customer Relationship Management (mySAP CRM), mySAP Product Lifecycle Management (mySAP PLM), and mySAP Human Resources (mySAP HR). Since many industries have specific requirements for the technical way in which systems map and control processes, SAP also offers industry solutions. These deal with systems that contain additional - industry-specific - functions, and that do not contain unnecessary functions. Note: The industry solutions are divided into solutions for the process industry (such as mySAP Automotive and mySAP Chemicals) and solutions for service providers (such as mySAP Healthcare and mySAP Retail). See the SAP Help Portal (URL: help.sap.com) for an overview of all industry solutions. SAP offers solutions for medium-sized businesses under the product name SAP Smart Business Solutions. The standard software SAP Business One was designed for smaller to midsize companies. mySAP All-In-One was developed for medium-sized businesses with more complex requirements. These solutions are not only tailored to the specific requirements of medium-sized businesses in terms of functions, but are also characterized by their ability to be easily adapted to individual requirements. This markedly reduces the costs of implementing the solution.

The mySAP SCM SolutionThe solution mySAP SCM is part of the range of cross-industry solutions in the mySAP Business Suite.

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Figure 2: The mySAP SCM Solution As Part of mySAP Business Suite

The six solutions in the middle of the overview are used for planning, controlling, and optimizing specific business activities in a global context. They each group together a specific selection of company employees and partners. Note: In this way, for example, the solution mySAP CRM is used for maintaining and enhancing customer relationships. Field sales or office-based sales employees, service providers (such as call centers), and customers are integrated into a type of network. The remaining three solutions are not process-specific: the solution mySAP Enterprise Portal (mySAP EP) gives employees role-based access to a more or less complex system landscape, and to the Internet. Regardless of which process-related solutions you use, systems can be accessed using portals. Your field sales employees can use mySAP Mobile Business with any mobile devices, in order to access information and influence processes. The solution mySAP Business Intelligence (mySAP BI) along with the SAP Business Information

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Warehouse (SAP BW) and SAP Strategic Enterprise Management (SAP SEM), offers you archiving and analysis tools that can be used by all areas of your company. Note: SAP NetWeaver forms the technical basis. This is both an application platform and integration platform. It enables you to network complex, heterogeneous system landscapes across technology boundaries. The solution mySAP SCM includes tools for planning, execution, and monitoring of complex procurement and distribution processes. You can compare planned and actual values in order to optimize processes. You can also evaluate the reliability of service providers. In connection with the solution mySAP Enterprise Portal (mySAP EP), companies involved in particular processes can work together around the globe using the Internet.

Figure 3: The mySAP SCM Solution

Planning, execution, and monitoring of individual process steps take place in different systems, which are connected to each other. The SAP Advanced Planner and Optimizer (SAP APO) supports all planning activities that occur within supply chain management:

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Requirements planning Demand planning Production planning Transportation planning

These planning activities can interactively include third-parties (suppliers, service providers, customers) (In SAP APO this cooperation at planning level is called Collaborative Planning.) Execution of the processes is mapped in the SAP R/3 system. This means that, for example, production plans from SAP APO are converted into production orders, or planned shipments are planned and completed. Note: The SAP R/3 system makes the master data (such as material or vendor masters) available to SAP APO. Planning data from SAP APO is used in SAP R/3 as the basis for creating documents (purchase orders, production orders, shipments). Documents created in SAP R/3 are then used as the basis for planning in SAP APO (for example, sales orders for demand planning).

Mention that you can use any ERP system instead of a SAP R/3 system. The same applies for the SAP Business Information Warehouse mentioned below: you can also use an external data warehouse system. To coordinate and monitor logistics processes, you can use the SAP Event Manager (SAP EM). This system processes messages that refer to the progress of logistics processes, updates the status of these processes, and triggers any necessary follow-on activities. To optimize the process flow, you can use the SAP Business Information Warehouse (SAP BW), which is part of the solution mySAP BW. The data for the actual process flow from SAP R/3 and SAP EM therefore becomes the basis for realistic planning in SAP APO.

Logistics Execution as Part of mySAP SCMLogistics Execution is a component of SAP R/3, which you have heard about in the previous section as the executing part of the solution mySAP SCM. The SAP R/3 system itself consists of various subsections. The most important three areas in this context - Logistics, Accounting, and Human Resources have been emphasized in the diagram below:

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Figure 4: Logistics Execution as Part of SAP R/3

The components with direct influence on processes - Materials Management, Sales and Distribution, Logistics Execution, and Production, were assigned to the Logistics area. Here you can also find components that work alongside processes, such as Plant Maintenance and Quality Management. There are also cross-process functions such as Batch Management and Document Management. Note: These tools are integrated into the menu for Logistics under Central Functions, which is appropriate with regards to their cross-process nature.

You should briefly demonstrate the structure of the Logistics area in SAP R/3. However, later in the course you will have another opportunity to explain the structure of the Logistics user menu. The principal advantage of SAP R/3 is the extensive integration of its components into the system as a whole. The individual business applications are not placed next to each other without any connections, but instead access the same master data and exchange transaction data throughout the process.

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This integration becomes particularly noticeable when you work with the component Logistics Execution. Logistics execution is kept alive by the data flow from other components: ordered goods or goods produced in-house are delivered and putaway. Sales and Distribution enters a sales order. This order is then delivered by picking goods from the warehouse, packing them, loading them, and finally transporting them to the recipient.

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Exercise 1: Introduction to the mySAP Business SuiteExercise Duration: 15 minutes

Exercise ObjectivesAfter completing this exercise, you will be able to: Gain an overview of the mySAP Business Suite.

Business ExampleYou want to obtain some information about mySAP Business Suite from public sources.

System DataSystem: Client: User ID: Password: CATT: Set up instructions: Not applicable. Not applicable. Not applicable. Not applicable. Not applicable. Not applicable.

TaskGo onto the Internet and obtain an overview of mySAP Business Suite. 1. Call up SAPs Web site with the URL www.sap.com, select a country site, and choose Solutions to find more detailed information on the solutions that interest you. Which additional means of procuring information does SAP make available to its customers and partners?

2.

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Solution 1: Introduction to the mySAP Business SuiteTaskGo onto the Internet and obtain an overview of mySAP Business Suite. 1. Call up SAPs Web site with the URL www.sap.com, select a country site, and choose Solutions to find more detailed information on the solutions that interest you. a) b) c) To start Internet Explorer, choose Start Training@sap. Enter the URL www.sap.com in the address line to access SAPs homepage. Choose Country Sites in the upper right screen area. On the next screen, choose the country version you want to use. Choose Solutions to find an overview of mySAP Business Suite, from which you can access links to information about the individual solutions.

2.

Which additional means of procuring information does SAP make available to its customers and partners? Answer: SAP customers and partners can also use the SAP Service Marketplace. You can access this under the URL service.sap.com. Access is possible with a SAPNet user ID (S-user).

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Lesson SummaryYou should now be able to: Describe mySAP Business Suite Position the solution mySAP SCM in the mySAP Business Suite concept Name the component parts of the mySAP SCM solution

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Lesson: Logistics Execution12


Lesson OverviewWithin the framework of the mySAP Supply Chain Management (mySAP SCM) solution, Logistics Execution offers you a package for all executable logistics functions, in other words Warehouse Management, Shipping Processing, and Transportation Processing. This lesson gives you an overview of the components and uses of Logistics Execution.

Lesson ObjectivesAfter completing this lesson, you will be able to: Position Logistics Execution within the mySAP SCM solution Name the components of Logistics Execution Describe the function of Logistics Execution within SAP R/3

In this lesson, describe the sources of the components in Logistics Execution, and explain how Logistics Execution is integrated into the logistics process. This course only discusses, demonstrates, and practices external procurement and SD scenarios. For this reason, you should make it clear to participants that supplying production with components, and goods receipts from production, can be mapped using the same methods.

Business ExampleIDES AG wants to use mySAP SCM to optimize its logistics processes. In particular, the company wants to examine how this solution might be able to support logistics execution functions.

Integration Into The mySAP SCM SolutionWithin the mySAP SCM solution, SAP R/3 as a whole, including its logistics application components, is responsible for mapping the execution of procurement and distribution processes.

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Lesson: Logistics Execution

Figure 5: mySAP SCM

Logistics Execution is the SAP R/3 application component for the specific functions for executable logistics. It is connected to Production Planning and Control, Materials Management, and Sales and Distribution. However, it is possible to use Logistics Execution outside the SAP R/3 context, as a separate system. This is why some publications refer to a Logistics Execution System. The main motive for using Logistics Execution in isolation is for reasons of security. If the system where commercial processes are controlled fails at any time, executable logistics is still functional in its own, separate system. The separate Logistics Execution System does not necessarily have to be connected to a central SAP R/3 system. The main consideration here is the decentralized Warehouse Management System. Using this system forces you to perform processing using deliveries in all areas. Decentralized Warehouse Management is a part of course SCM631.

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Components and SourcesThe application component Logistics Execution was introduced into SAP R/3 in SAP R/3 4.5A, in order to group together and further develop existing partial functions of logistics execution.

Figure 6: Logistics Execution: Components and Sources

Warehouse Management was adopted from Materials Management together with Shipping and Transportation Processing from Sales and Distribution. This means that its functions already existed before the introduction of Logistics Execution in SAP R/3, but were assigned to other application components. These changes had an effect on both the user menu and the structure of Customizing: various transactions are now only available in the new area menu for Logistics Execution (introduced in SAP R/3 4.5). A new submenu was created in Customizing for system configuration of processes in Logistics Execution. Note: Customizing for Warehouse Management was completely removed from Customizing for Materials Management. Parts of the Customizing menu for Shipping and Transportation are available under both Sales and Distribution and Logistics Execution.

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You can find details of this in the release notes for SAP R/3 4.5A. This information has the title New Component Logistics Execution and Related Changes in the IMG.

FunctionsLogistics Execution offers you all the functions necessary for mapping the execution of logistics processes, with no industry-specific bias. The core functions of Logistics Execution nearly always focus on complex goods receipt and goods issue processes.

Figure 7: Function in SAP R/3

The application component Logistics Execution is the connection between procurement and distribution in SAP R/3, regardless of whether the processes are internal or involve third-parties (vendors, customers, service providers). Materials produced in-house, and goods procured externally, are put away and removed from storage using Warehouse Management, either to supply your own production, or to deliver goods to industry or consumers. The fundamental organizational structures here can be extremely complex:

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Logistics Execution uses its own organizational units and master data, which are integrated into the system of organizational structures in SAP R/3. You can use these structure elements to map various business situations. Note: To fulfill special requirements in certain areas, there are preconfigured interfaces to external systems. This means that, for example, you can connect a warehouse control unit for automatic high rack storage, or an external transportation planning system, to SAP R/3.

Basic Forms of Mapping ProcessesLogistics Execution offers you two basic means of mapping processes for goods receipts and goods issues: You can either make delivery creation or an inventory management posting (each with reference to a preceding document) the start of the process. The following overview contrasts the document flow and technical posting processes for both basic forms:

Figure 8: Process Overview

If you work with deliveries, the warehouse management activities (creating and confirming transfer orders) are completed before the inventory management posting. The posting always refers to the delivery. Note: The transfer order is the document used to perform all material movements in the warehouse.

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If you use this lesson in the context of the course, at this point you can refer to the lessons in units 4 and 5. These units discuss in detail the various means of mapping goods receipt and goods issue processes. However, the inventory management posting can also be at the beginning of the process. It generates a transfer requirement, which is the basis for planning and posting the warehouse management activities. The putaway or stock removal using transfer orders completes the process. Note: The graphics displaying the processes are related to the corresponding user menu. In many cases, the reason for the putaway or stock removal defines the means of mapping the process. For example, in the standard system, for goods receipts from production you can only use goods receipt posting for the work order with a subsequent putaway; for sales order processing the stock removal usually refers to the outbound delivery. Goods issues for For Other Transactions are, for example, withdrawals for a cost center, or staging of components for production. In this lesson, you should only give an overview of the processes. Later in the course you will discuss the details of all substeps and their relevant documents.

Demonstration: Logistics Execution in the User MenuPurposeThis demonstration should give an overview of the area menu structure for the application component Logistics Execution. If there are some participants with less previous knowledge, you can also demonstrate how to navigate in the menu.

System DataSystem: Client: User ID: Password: Set up instructions: will be assigned by the training course administrator will be assigned by the training course administrator SCM601-## init or personal password None

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1.

Show how to log on to the SAP R/3 system with user SCM601-##. In this lesson, and in all subsequent lessons, you can use group number 00 (or 20). Select your assigned training system from the LogonPad, or enter it in the group selection. Hint: Participants do not usually have access to the LogonPad. Instead they access the system directly by choosing Start Training. On the initial screen enter the relevant client, your user name SCM601-00, the initial password, and the language key. Next, enter a user-specific password of your choice. You need to enter the password twice.

2.

Open the submenu for Logistics, and then the area menu for Logistics Execution. Select Logistics Logistics Execution. Explain the menu structure: The central processes are stored under Inbound Process and Outbound Process. Under Internal Warehouse Processes you can find all the stock and document overviews, as well as transactions for stock transfers and posting changes. Mobile Data Entry is also part of this menu. There are separate submenus for transportation and master data. Go to the next level for the inbound and outbound process, in order to show the basic forms of mapping the processes: for goods receipt For Inbound Delivery or For Purchase Order, Order, Other Transactions, and for goods issue For Outbound Delivery or For Other Transactions.

3.

4.

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Exercise 2: Logistics ExecutionExercise Duration: 15 minutes

Exercise ObjectivesAfter completing this exercise, you will be able to: Orient yourself in the area menu for Logistics Execution

Business ExampleIDES AG wants to use mySAP SCM to optimize its logistics processes. In particular, the company wants to examine how this solution might be able to support executable logistics functions.

System DataSystem: Client: User ID: Password: CATT: Set up instructions: will be assigned by the training course administrator will be assigned by the training course administrator SCM601-## init or personal password ZT_LO140_02 None

TaskLog on to the SAP R/3 system and get an overview of the area menu structure for the application component Logistics Execution. 1. Log on to the training system with your user name SCM601-##. The instructor will tell you the name of the system and the key for the training client. On the initial screen, you can see the entire SAP R/3 standard menu. Go to the area menu for Logistics Execution. Open the subsections for the inbound and outbound processes. In the outbound process menu, go to the level for outbound deliveries. Which activities can you perform from here?

2. 3.

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Solution 2: Logistics ExecutionTaskLog on to the SAP R/3 system and get an overview of the area menu structure for the application component Logistics Execution. 1. Log on to the training system with your user name SCM601-##. The instructor will tell you the name of the system and the key for the training client. a) b) c) In the lower screen toolbar, choose Start and then Training. From there you can log on directly to the relevant system. Choose Logon. Enter the key for the relevant client, your user name SCM601-##, the initial password, and the key for the required logon language. Confirm these entries with Enter. The first time you log on to the system, you are requested to enter a new password. You need to confirm the new password by entering it twice. Confirm your entries with Enter.

2.

On the initial screen, you can see the entire SAP R/3 standard menu. Go to the area menu for Logistics Execution. a) Choose Logistics Logistics Execution. Open the subsections for the inbound and outbound processes. In the outbound process menu, go to the level for outbound deliveries. Which activities can you perform from here? a) b) Choose Logistics Logistics Execution Inbound Process or Outbound Process Goods Issue for Outbound Delivery. Create Outbound Delivery, Picking, Packing, Loading, Shipment, Post Goods Issue, Billing

3.

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Lesson SummaryYou should now be able to: Position Logistics Execution within the mySAP SCM solution Name the components of Logistics Execution Describe the function of Logistics Execution within SAP R/3

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Unit SummaryYou should now be able to: Describe mySAP Business Suite Position the solution mySAP SCM in the mySAP Business Suite concept Name the component parts of the mySAP SCM solution Position Logistics Execution within the mySAP SCM solution Name the components of Logistics Execution Describe the function of Logistics Execution within SAP R/3

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Test Your Knowledge

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Test Your Knowledge1. mySAP Retail is aChoose the correct answer(s).

A B C D 2.

Cross-industry solution Industry solution Service Solution for midsize businesses

mySAP Finanacials is aChoose the correct answer(s).

A B C D 3.

Cross-industry solution Industry solution Service Solution for midsize businesses

Which product does not belong to the solution mySAP SCM?Choose the correct answer(s).

A B C D 4.

SAP APO SAP R/3 SAP SEM SAP BW

Logistics Execution is a part ofChoose the correct answer(s).

A B C D 5.

SAP R/3 mySAP SCM SAP APO mySAP SRM

Logistics Execution consists of which components?

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6.

Before SAP R/3 4.5, these were assigned to the following SAP R/3 application components:Choose the correct answer(s).

A B C D 7.

Materials Management Production Planning and Control Sales and Distribution Logistics - General

Which of the documents in the list are specific to Logistics Execution?Choose the correct answer(s).

A B C D E F

Sales order Inbound delivery Transfer requirement Material document Transfer order Outbound delivery

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Test Your Knowledge

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Answers1. mySAP Retail is a Answer: B mySAP Retail is the industry solution for retail. 2. mySAP Finanacials is a Answer: A mySAP Financials is a cross-industry solution. 3. Which product does not belong to the solution mySAP SCM? Answer: C SAP SEM is used in the solutions mySAP Business Intelligence (mySAP BI) and mySAP Financials. 4. Logistics Execution is a part of Answer: A, B Logistics Execution is a part of SAP R/3, which can be used within the framework of the mySAP SCM solution. 5. Logistics Execution consists of which components? Answer: The components of Logistics Execution are Warehouse Management, Shipping, and Transportation Processing. 6. Before SAP R/3 4.5, these were assigned to the following SAP R/3 application components: Answer: A, C Before SAP R/3 4.5, Warehouse Management was assigned to Materials Management, Shipping, and Transportation Processing for Sales and Distribution.

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7.

Which of the documents in the list are specific to Logistics Execution? Answer: B, C, E, F Deliveries, transfer requirements, and transfer orders are Logistics Execution documents.

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Unit 225

Structure ElementsThis unit is the core of this course. The processes discussed in subsequent units will be incomprehensible if participants do not understand the basic elements, in other words the organizational units and master data. This applies particularly to Warehouse Management. You should therefore discuss these basics in detail.

Unit OverviewTo be able to map processes in the system using Logistics Execution, you must first fulfill some organizational prerequisites. In this unit, you will learn about these prerequisites and their priority in the process flow.

Unit ObjectivesAfter completing this unit, you will be able to: Name the central organizational units in Logistics Execution and describe their basic functions Explain the organizational subdivision of warehouse numbers Position the organizational units specific to Logistics Execution within the overall system of logistics organizational units Explain the structure of a storage bin master record Define the term quant Create storage bins Check warehouse stocks at storage bin level Create the Warehouse Management views in a material master record In these views, differentiate between warehouse-number-specific and storage-bin-specific fields

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Unit 2: Structure Elements

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Maintain the fields in the Sales view of a customer record, which are relevant for the delivery process

Unit ContentsLesson: Organizational Units....................................................... 31 Demonstration: Defining and Linking Organizational Units in Logistics Execution ......................................................................... 37 Exercise 3: Assigning Warehouse Numbers to Plant-Storage Location Combinations .................................................................... 39 Lesson: Storage Bins and Quants................................................. 43 Demonstration: Displaying Storage Bins in the Bin Status Report........ 45 Demonstration: Creating a Storage Bin ...................................... 45 Demonstration: Displaying Storage Bin Stocks for Materials .............. 52 Exercise 4: Storage Bins and Quants ........................................ 55 Lesson: Material Master and Customer Master ................................. 61 Demonstration: Creating Warehouse Management Views (Part 1)....... 64 Demonstration: Creating Warehouse Management Views (Part 2)....... 66 Demonstration: Shipping-Relevant Data in the Customer Master ........ 69 Exercise 5: Material Master and Customer Master ......................... 71

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Lesson: Organizational Units

Lesson: Organizational Units27


Lesson OverviewTo be able to use the subfunctions of Logistics Execution (Warehouse Management, Delivery Processing, and Transportation Processing), you must create specific organizational units, and create relationships between these units and other organizational units.

Lesson ObjectivesAfter completing this lesson, you will be able to: Name the central organizational units in Logistics Execution and describe their basic functions Explain the organizational subdivision of warehouse numbers Position the organizational units specific to Logistics Execution within the overall system of logistics organizational units

This lesson is of prime importance for understanding the processes covered throughout this course. Usually, many participants are already familiar with Inventory Management, and ask about the meaning of the storage location within the Warehouse Management System at the beginning of the lesson. This means that it is important to clarify for participants, that the storage location loses its role as an organizational unit when mapping spatial relationships. In the Warehouse Management System, this role is filled by the warehouse number and the storage types. When you use Warehouse Management, the storage location becomes a virtual factor that is only used for quantity-based inventory management. Sometimes participants have difficulty grasping the concept of this structure, since the term storage location always gives the impression of a spatial entity. In practice, the term storage location was used to describe storage areas before Warehouse Management was introduced.

Business ExampleIn order to map goods receipt and goods issue processes in the company, you must first enter the relevant spatial and staffing factors -- storage spaces, shipping department(s), and internal transportation logistics -- in SAP R/3.

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Organizational Units in Logistics ExecutionThe subfunctions of the Logistics Execution System each use their own organizational units, which form the structural basis for process control. You define these organizational units in Customizing for the enterprise structure.

Figure 9: Organizational Units in Logistics Execution

The warehouse number is the superordinate organizational unit for the Warehouse Management system. It is used to map a warehouse complex. In practice, it often corresponds to a warehouse or warehouse building. Each warehouse number has a substructure whose elements are dealt with in the following section. The largest part of process control is fixed in this substructure. The organizational unit shipping point in SAP R/3 is used to map the location of shipping processing, or the group of people that is responsible for shipping processing. If necessary for process control, you can create more than one shipping point. Both spatial and technical process factors can be influential. For example, you can define a separate shipping point for each shipping type (air cargo, express shipping service, mail). The shipping point is essential for goods issue processes using outbound deliveries.

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In goods receipt processes using inbound deliveries, you can use the shipping point as a goods receiving point. To do this, assign the shipping point to a combination of (receiving) plant and storage location in Customizing for Shipping. You can assign a shipping point to predefined loading points in Customizing. A loading point represents the location where the goods are loaded. It can be used in Shipping and Transportation. The transportation planning point is required if you want to use transportation processing in SAP R/3. Like the shipping point, the transportation planning point can also be either a location or a group of people. If required, you can define more than one transportation planning point. Here too, the shipping type can be used as a differentiation criteria.

Substructure of Warehouse NumbersEach warehouse number includes a number of subordinate organizational units (the number is dependent on your Customizing settings), storage types, and storage sections, all of which are used to map the spatial relationships in the warehouse.

Figure 10: Substructure of Warehouse Numbers

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The organizational unit storage type is used to map storage spaces that are separated either spatially and/or organizationally, or that should be handled separately in SAP R/3. The standard system already contains a number of preconfigured storage types, such as high rack storage, fixed bin storage, and bulk storage. You can change these default values as required, or you can create new storage types as additions or replacements. A main section of the Warehouse Management (WM) Customizing settings is storage-type-specific. A type of master data record is assigned to each storage type in Customizing. You make the basic settings for controlling putaway and stock removal processes separately. Interim storage areas play a special role, and can be identified in a standard SAP R/3 system by their key (that starts with a 9). These storage types form a type of bridge between WM and Inventory Management. Typical examples of interim storage areas are goods receipt zones and goods issue zones.

Figure 11: Interim Storage Areas

Each goods movement that affects both Inventory Management and Warehouse Management is therefore processed using an interim storage area. In this lesson, only refer to the fundamental difference between interim storage areas and Warehouse Management storage types. If you are using this lesson in the context of the course, the units Goods Receipt Processes and Goods Issue Processes offer you several opportunities to explain the bridging function of interim storage areas using concrete process examples.

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You create storage sections within storage types in order to further subdivide your storage space. There are various criteria you can use to divide the storage space into storage sections. The material to put away in the storage type often plays a decisive role, for example, because fast-moving items should be moved into front sections that are more readily accessible, or because perishable goods must be stored in a refrigerated area. Depending on the requirements, you can use indicators to create links between materials and storage sections. The system only takes storage sections into account during putaway. Caution: Even if you do not need to further divide the storage type space, you must still create at least one storage section for each storage type. Picking areas are part of the same hierarchical level as storage areas. You can use picking areas to divide the space in a storage type for stock removal reasons. In contrast to the storage section, the picking area is an optional factor. Storage bins are master data that you create within a storage section. They are discussed in a separate lesson.

Positioning Within the Overall System of Logistics Organizational UnitsIn Customizing, you must connect the organizational units specific to Logistics Execution to other, often superordinate, organizational units in order to be able to map logistics processes.

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Figure 12: Positioning Within the Overall System

The transportation planning point is usually assigned to a company code. This specific connection between the transportation planning point and the organizational unit, at which level the system calculates the balance, profit, and loss, is required for calculating and settling freight costs. You can only connect a transportation planning point to one company code. You can create a transportation planning point without assigning it to a company code. For shipments created for this type of transportation planning point, you cannot calculate freight costs. Shipping points are assigned to plants. Plants are organizational units that are used in various logistics applications and subapplications (Production Planning and Control, Plant Maintenance, Inventory Management). They are usually used to map production locations or, more generally, company subsidiaries. A shipping point, if it corresponds to the spatial factors, can be assigned to several plants at the same time. A plant can have more than one shipping point. A warehouse number is always linked to at least one combination of plant and storage location. This means that a connection is created between Warehouse Management and Inventory Management, because the storage location is

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the organizational unit for quantity-based inventory management. Only by assigning the warehouse number to a plant-storage location combination can you use the functions of Warehouse Management. This does not mean that all storage locations created by Inventory Management within a plant are connected to a warehouse number; specific stocks might not necessarily need storage bin management, for example, packaging materials or consumption materials stored in fixed bins. You can link several plant-storage location combinations to one warehouse number; in this case, the spatial situation is the most influential criteria. However, you cannot simultaneously assign a plant-storage combination to two or more warehouse numbers. At this point it is important that you emphasize the issue above; that when you introduce a Warehouse Management System, the storage location changes both its function and its priority/value. For warehouse stocks that are exclusively inventory-managed it is often used to map storage spaces, for warehouse-managed stocks for which the Warehouse Management System gives the spatial distribution, it is used as a bridge to Inventory Management. This concept of moving the spatial aspects from Inventory Management to Warehouse Management is not always immediately clear to all participants. This explanation of the fundamental changes at organizational level often provoke specific questions and discussions about how this could be implemented in their own company or the customers company.

Demonstration: Defining and Linking Organizational Units in Logistics ExecutionPurposeThis demonstration should give the participants a short overview of the Customizing settings not covered in detail in the rest of the course. From past experience, it is a good idea to show the table that links the plant-storage location combinations to warehouse numbers (table key V_T320) in order to make the course content easier to understand. This demonstration also gives you the opportunity to describe Customizing in general terms.

System DataSystem: Client: User ID: Password: will be assigned by the training course administrator will be assigned by the training course administrator SCM601-## init or personal password

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Set up instructions: None 1. Demonstrate how to access Customizing (transaction code SPRO): Tools Customizing IMG Edit Project. To access the Implementation Guide (IMG), choose SAP Reference IMG. 2. Show how to create organizational units in Customizing: Go to the Enterprise Structure settings, and from there go to the Definition of organizational units. Go to Logistics Execution: here you can create warehouse numbers, shipping points, loading points, and transportation planning points. 3. Briefly explain the link between organizational units using the example below. Return to the Enterprise Structure and go to Assignment. Go to Logistics Execution and choose Assign Warehouse Number to Plant/Storage Location. Use Position to select the table entry for your demonstration data plant 1200 and storage location 0140: warehouse number 140 is linked to this plant-storage location combination.

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Exercise 3: Assigning Warehouse Numbers to Plant-Storage Location CombinationsExercise Duration: 10 minutes

Exercise ObjectivesAfter completing this exercise, you will be able to: Describe the connection between Warehouse Management and Inventory Management in Customizing

Business ExampleYou should only proceed with this exercise if participants have suitable previous experience of other SAP R/3 applications. If many participants are less familiar with the system, you should leave this exercise out completely, or schedule it for later in the course. Creating the link between a warehouse number and a combination of plant and storage location is an important step in Customizing for Logistics Execution. To improve understanding of the process shown throughout the course, it might be helpful to display the relevant Customizing table.

System DataSystem: Client: User ID: Password: CATT: Set up instructions: will be assigned by the training course administrator will be assigned by the training course administrator SCM601-## init or personal password ZT_140_02 None

TaskIn Customizing, check the assignment of your warehouse number 1xx (key: 140 + group number ##) to a plant-storage location combination. Search for the combination of plant 1200 and your group-specific storage location 01xx (key: 0140 + group number ##). Continued on next page

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1.

Call up the assignment table in Customizing. Hint: You only have display authorization for Customizing. To display the table, confirm the system message with Enter.

2.

Could you assign your plant/storage location combination to another warehouse number as well?

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Solution 3: Assigning Warehouse Numbers to Plant-Storage Location CombinationsTaskIn Customizing, check the assignment of your warehouse number 1xx (key: 140 + group number ##) to a plant-storage location combination. Search for the combination of plant 1200 and your group-specific storage location 01xx (key: 0140 + group number ##). 1. Call up the assignment table in Customizing. Hint: You only have display authorization for Customizing. To display the table, confirm the system message with Enter. a) Choose Tools Customizing IMG Edit Project. To access the Implementation Guide (IMG), choose SAP Reference IMG. b) In the Implementation Guide, choose Enterprise Structure Assignment Logistics Execution Assign Warehouse Number to Plant/Storage Location. To perform the IMG Activity, choose Execute c) 2. .

Choose Position to find the combination of plant 1200 and storage location 01xx (0140 + group number ##).

Could you assign your plant/storage location combination to another warehouse number as well? Answer: No. Multiple assignment of the same plant/storage location combination is not possible.

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Lesson SummaryYou should now be able to: Name the central organizational units in Logistics Execution and describe their basic functions Explain the organizational subdivision of warehouse numbers Position the organizational units specific to Logistics Execution within the overall system of logistics organizational units

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Lesson: Storage Bins and Quants

Lesson: Storage Bins and Quants36


Lesson OverviewIn the Warehouse Management System, storage bins are master data that are created from the user menu or from Customizing. The stock overviews in the Warehouse Management System give you information about the current storage bin stocks for a material, in addition to information about various material movements to and from a storage bin.

Lesson ObjectivesAfter completing this lesson, you will be able to: Explain the structure of a storage bin master record Define the term quant Create storage bins Check warehouse stocks at storage bin level

The term quant is often hard for participants to understand. In this lesson, the definition and description of the units functions are comparatively general.

Business ExampleIf you want to manage material stocks at storage bin level, you must create storage bins as master data in SAP R/3. In this context, you must also decide whether bin stocks should be mixed or non-mixed storage, and whether existing bin stocks can be increased.

Constructing a Storage Bin Master RecordStorage bins are always created within storage sections. Storage sections divide up the area of a storage type according to various features, such as the inventory turnover of the stocks, or the warehouse temperature. Within the entire warehouse complex, the warehouse number, the storage type itself is representative of a storage space that should be separated in SAP R/3 at organizational level, and usually also at a spatial level from other storage spaces. Examples are high rack storage, fixed bin storage, and bulk storage.

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The following section deals with the prerequisites for the storage unit type check (SU type check), which is explained in more detail in course SCM630. This course only contains a brief introduction to the two categories required for this check, bin type and storage unit type. The storage bin type is discussed in this lesson, storage unit types are discussed in the lesson Material Master and Customer Master. You can assign storage bins when you create a storage bin type. This is particularly useful if the storage bins within a storage section have different dimensions. Bin types are categories that you define in Customizing for Warehouse Management to define the rough dimensions of storage bins, for example, bin height 1m.

Figure 13: Storage Bin Types

Depending on the settings at storage type level, the system can take storage bin types into account during putaway. This means that you can avoid occupying storage bins with unsuitable load carriers. You also have the option of assigning the storage bins to be created to a picking area. You can enter values for the maximum weight that can be placed on a storage bin, and can also use a neutral key figure as an abstract representation of the total capacity of the storage bin. However, the system only takes these into account if you have activated the relevant capacity check method in Customizing at storage type level.

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You can block storage bins where necessary. You can add this block separately for putaway and stock removal - to a single storage bin master record or to a storage bin list. The system cannot access blocked storage bins during putaway, stock removals, and stock transfers.

Demonstration: Displaying Storage Bins in the Bin Status ReportPurposeParticipants should be introduced to the structure of a storage bin master record.

System DataSystem: will be assigned by the training course administrator Client: will be assigned by the training course administrator User ID: SCM601-## Password: init or personal password Set up instructions: None 1. Display the bin status report - in other words the non-material-specific overview of bins and stocks within a warehouse number - and briefly explain its structure. Choose Logistics Logistics Execution Internal Warehouse Processes Bins and Stock Display Bin Status Report. Enter your warehouse number 140 and storage type 002 as selection parameters. Choose Execute 2. 3. . To access the master record for a storage bin, place the cursor on one of the storage bin coordinates and left click. Explain a selection of the fields.

Demonstration: Creating a Storage BinPurposeShow how to create, block, and unblock a single storage bin from the user menu.

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System DataSystem: will be assigned by the training course administrator Client: will be assigned by the training course administrator User ID: SCM601-## Password: init or personal password Set up instructions: None 1. You demonstrate how to create a fixed storage bin. Call up the transaction for creating single storage bins (LS01N)). Choose Logistics Logistics Execution Master Data Warehouse Storage Bin Create Manually. Enter your warehouse number 140 into the Whse no./type field. Use the input help to select storage type 005 (Fixed bin storage). In the Storage Bin field enter any fixed bin description, for example, BOX-00. Confirm with Enter. Other fields now become available. 2. Use the input help for the Storage Section field to assign the only storage section 001 (Total section). No picking areas were created in the fixed bin storage area. It does not make sense to use storage bin types in fixed bin storage, since putaway is controlled by directly assigning the storage bin to the material in the material master. , Set a putaway block, and confirm your entry. A symbol appears which means Blocked for putaway. (You do not necessarily have to enter a blocking reason in the standard system). Save your entries and exit the transaction by choosing .

3.

4. 5.

Unblock the new fixed bin either by calling up the master record in change mode, or from the relevant list: Choose Logistics Execution Master Data Warehouse Storage Bin Change Single Bin. Remove the flag for the putaway block, confirm your entry with Enter and save the changes. Alternatively: Choose Logistics Execution Internal Warehouse Processes Bins and Stock Block Storage Bin Selection.

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Enter your warehouse number 140 and storage type 005. Choose . Next to storage bin BOX-00, the column PB (Putaway Block) now contains X. Select the storage bin and choose Unblock change and exit the transaction. . Save the

The QuantFilling a storage bin in SAP R/3 is called a quant. A quant is a material quantity in a storage bin. In the SAP R/3 Warehouse Management system, materials can only be seen and moved in the form of quants. The definite number is just as irrelevant as the unit of measure. However, there are default criteria, which the Warehouse Management system uses in putaways and stock removals to decide which material quantity forms a quant in a storage bin. The criteria are as follows: Material number Stock type Special stock assignment Plant and storage location assignment of the material Batch number

and if necessary

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Figure 14: Quant

The criteria for stock type, special stock assignment, and plant and storage location assignment are inventory management information for the material. Inventory Management usually decides at posting which stock type the material quantity belongs to. This means that at goods receipt, you can post part of the material quantity into the unrestricted-use stock, and another part into quality inspection stock or blocked stock. The same applies for the special stock assignment. Partial quantities of a material can be flagged, for example, as project stock, and others as customer consignment stock. If a material is inventory-managed in various storage locations, for example in order to map changes in ownership, then the plant/storage location assignment of a specific material quantity is also important. Regardless of the decision Inventory Management has made via its postings, in the Warehouse Management system these characteristics must match for a material quantity if this quantity should form one quant in a storage bin. This means that if you want to put away the same material that was posted at goods receipt partially into the unrestricted-use stock and partially into quality inspection stock, at least two quants are always generated in Warehouse Management. If you use Batch Management as a cross-component function, the batch number of a material quantity is also a quant characteristic. If you have activated the batch management requirement at material master level, you must enter the relevant batch for each goods movement. In the Warehouse

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Management system, you should also be able to tell at any point which material quantity belongs to which batch. Quants are therefore always from the same batch. If you have activated storage unit management in the storage type, the storage unit number also plays a role. Storage unit management is an additional function in the Warehouse Management System, which allows you to view materials and load carriers as units, and to move them inside the warehouse using a (storage unit) number. Here too, materials are only put away and removed from storage in the form of quants. However, the quants are a part of storage units. A quant can only be a part of one storage unit at a time. Some participants might already have heard about this additional function, and might ask questions about it at this point, or at a later point. If someone asks, you should briefly discuss the basic principle behind storage unit management. This topic is discussed in detail in course SCM631.

Additions to Existing Stock and Mixed StorageIn connection with the topics Addition to Existing Stock and Mixed Storage, it makes sense to introduce participants to the fact that putaway and stock removal are controlled separately in Customizing for each storage type. You make decisions about additions to existing stock and mixed storage in the relevant area for putaway control. You can allow additions to existing stocks without reference to a material. Special options are available for the combination of storage unit management and mixed storage. A storage bin that already contains a quant of a material can take on further material quantities of the same material if the remaining quant criteria match up (see above). The storage type containing the storage bin must permit additions to existing stock.

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Figure 15: Addition to Existing Stock

A storage bin in a storage type that permits additions to existing stock can only ever contain one quant. However, the size of this quant can be increased and decreased by putaway and stock removal activities. Caution: The goods receipt date of a material quantity is managed at quant level. If additions are made to existing stock, the goods receipt date of the new quant is lost. The quant always shows the oldest goods receipt date. If you want to perform stock removals according to the first-in-first-out (FIFO) principle, it is advisable to prohibit additions to existing stock. If you want to store more than one quant in a storage bin, you must permit mixed storage in the storage type.

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Figure 16: Mixed Storage

In mixed storage, you can store several materials and also, for example, several batches of the same material, in one storage bin. Various methods of capacity checking are available depending on storage type and putaway control. These can ensure that storage bins are not overloaded when additions are made to existing stock or for mixed storage. During putaway and stock removal activities, quants are generated and some disappear. As long as a quant exists in the warehouse number (in other words, is contained in a storage bin) the quant has its own temporary data record. You can display this data record from the Warehouse Management stock overview. This data record contains essential inventory management information, such as the goods receipt date, shelf life expiration date, and batch number (where required), in addition to all storage-relevant information.

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Figure 17: Quant Split

Example: After a goods receipt posting, a quant of 120 pieces of a material is in a storage bin in the goods receipt zone. During putaway into the high rack storage area, the system splits this quant equally between three storage bins, according to various entries in the material master and Customizing. This means three new quants are generated that each consist of 40 pieces of the material. The original quant is deleted, as is its corresponding data record. In the goods issue process, quants disappear during stock removal.

Demonstration: Displaying Storage Bin Stocks for MaterialsPurposeParticipants should be introduced to the stock overview from the Warehouse Management point of view.

System DataSystem: will be assigned by the training course administrator Client: will be assigned by the training course administrator User ID: SCM601-## Password: init Set up instructions: None 1. Demonstrate how to use transaction Total Stock per Material (Warehouse Management) (LS26) using material LES02-00. Display the stock overview for your warehouse number 140.

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Choose Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Warehouse Management). On the initial screen, enter warehouse number 140 and material LES02-00. Confirm your entries with Enter. 2. Explain the layout of the stocks on the first screen: The material that is inventory-managed in plant 1200, storage location 0140 is completely contained in the rack storage area (storage type 002). Place the cursor on the plant/storage location stock highlighted in white, and choose Bin Stocks. The total quantity of the material is split across ten storage bins. Display the master record for one of the ten storage bins, and comment on some of the fields (storage section, picking area, storage bin type). To access the master record for a storage bin, place the cursor on one of the storage bin coordinates and left click. 5. Display the data record of the quant you want to store in the selected storage bin. Point out the quant characteristics relevant to inventory management, and the goods receipt date. In the Stock per Storage Bin area, select the material line and choose Quant.

3.

4.

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Exercise 4: Storage Bins and QuantsExercise Duration: 15 minutes

Exercise ObjectivesAfter completing this exercise, you will be able to: Create a storage bin Check storage bin stocks in the stock overview for Warehouse Management

Business ExampleYou want to create a new storage bin in the fixed bin storage area. You also want to check the stocks in your rack storage area.

System DataSystem: Client: User ID: Password: CATT: Set up instructions: will be assigned by the training course administrator will be assigned by the training course administrator SCM601-## init or personal password ZT_LO140_02 None

TaskCreate a new fixed bin with any description (for example, BOX-##), and block this bin for putaway. 1. 2. 3. 4. Call up the transaction for creating single storage bins and enter the required data. Block the new storage bin for putaway. Unblock the bin. Display the storage bin stocks for your material, LES02-##, in your warehouse number, 1xx (140 + group number ##). Which storage type contains the material? The total quantity was split across how many storage bins?

Continued on next page

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5.

Display the master record for one of the storage bins, and from there display the data record for the quant in the storage bin. Which storage section does the bin belong to? Determine the goods receipt date of the quant.

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Solution 4: Storage Bins and QuantsTaskCreate a new fixed bin with any description (for example, BOX-##), and block this bin for putaway. 1. Call up the transaction for creating single storage bins and enter the required data. a) Choose Logistics Logistics Execution Master Data Warehouse Storage Bin Create Manually. Enter your warehouse number 1xx (140 + group number ##) in the Whse no./type field. Use the input help to select storage type 005 (Fixed bin storage). In the Storage Bin field, enter any fixed bin description, for example, BOX-##. b) 2. Confirm with Enter. Other fields now become available. Use the input help for the Storage Section field to assign storage section 001. Set the indicator for the Putaway block and confirm with Enter. A that means Blocked for putaway. symbol appears Use the input help to add a blocking reason. Save your entries. To exit the transaction, choose Cancel.

Block the new storage bin for putaway. a) b)


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3.

Unblock the bin. a) To check the new storage bin master record, call up the record in change mode. Choose Logistics Execution Master Data Warehouse Storage Bin Change Single Bin. Hint: You can remove the block here. In the next step, use the alternative method using a storage bin list. b) To unblock your new storage bin, use the transaction Change Several Storage Bins Simultaneously. Choose Logistics Execution Internal Warehouse Processes Bins and Stock Block Storage Bin Selection. Enter your warehouse number, 1xx (140 + group number ##), and 005 in the Storage Type field. To execute the selection, choose Execute. Next to storage bin BOX-##, the column PB (Putaway Block) now contains X. Select the storage bin and choose . On the next screen, select the Putaway Block indicator and confirm with Enter. Save the changes.

4.

Display the storage bin stocks for your material, LES02-##, in your warehouse number, 1xx (140 + group number ##). Which storage type contains the material? The total quantity was split across how many storage bins? a) Choose Logistics Execution Internal Warehouse Processes Bins and Stock Display Total Stock per Material (Warehouse Management). Enter the key for your warehouse number and material LES02-##. Confirm with Enter. The material is in the rack storage area (storage type 002). b) Place the cursor on the plant/storage location stock highlighted in white, and choose Bin Stocks. The total quantity of the material is split equally across 10 storage bins.


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5.

Display the master record for one of the storage bins, and from there display the data record for the quant in the storage bin. Which storage section does the bin belong to? Determine the goods receipt date of the quant. a) To access the master record for a storage bin, place the cursor on one of the storage bin coordinates and left click. The storage bin belongs to storage section 001. b) Choose the Stock tab page. In the Stock per Storage Bin area, select the line containing the material and quantity and choose Quant (in the lower left of the screen). Hint: Each quant has a number for identifying its data record in the database. You can find this number in the storage data area, under the storage bin coordinates. This number does not have any effects on controlling putaway or stock removal processes.

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Lesson SummaryYou should now be able to: Explain the structure of a storage bin master record Define the term quant Create storage bins Check warehouse stocks at storage bin level

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Lesson: Material Master and Customer Master

Lesson: Material Master and Customer Master48


Lesson OverviewMaterial-specific settings have an immense effect on process control in Logistics Execution. At master data level, you can specify into which storage type material is put away, and from which storage type it is removed from stock. You can also enter the standard palletization data for a material in the material master, in order to enable automation of putaway activities. The customer master can contain default values for data that controls the shipping process.

Lesson ObjectivesAfter completing this lesson, you will be able to: Create the Warehouse Management views in a material master record In these views, differentiate between warehouse-number-specific and storage-bin-specific fields Maintain the fields in the Sales view of a customer record, which are relevant for the delivery process

This lesson mainly discusses the two Warehouse Management views of a material master. These views are required for putaway and stock removal of a material. The first Warehouse Management view contains fields that are used for detailed control of putaway and stock removal activities. In this course, these fields should only be mentioned briefly - if at all - since using the fields requires a good knowledge of Warehouse Management Customizing.

Business ExampleIDES AG wants to manage its material stocks in storage bins. This means that all existing material master records now require Warehouse Management data. To simplify the delivery processes, the customer master records should contain default values for shipping processing.

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The Warehouse Management ViewsThe master data for a material is divided into views. In most cases, the views correspond to specific departments or activity areas in a company, for example, Sales and Distribution, Purchasing, and Accounting. Each of these views contains a collection of fields that are usually either indicators for accessing Customizing tables, or values for specific applications. These values are often default values. Warehouse Management has two specific views in the material master. Both views must be created in order to put away the material.

Figure 18: Warehouse Management Views

The first Warehouse Management view only contains fields whose entries are valid for a specific warehouse number. The second view also contains storage-type-specific information. When you create, change, and display the Warehouse Management views, you must always enter the warehouse number in which you want to store the material. If the material is used in more than one warehouse number, you must create the Warehouse Management views for each warehouse number.

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Lesson: Material Master and Customer Master

The storage-type-specific parts of the second WM view contain a field for assigning a fixed bin, and also fields for entering quantities. These are used for controlling replenishment. (This topic is covered in course SCM630). The Maximum Bin Quantity field can also be used for the capacity check in fixed bin storage. Control quantities and rounding quantities are required for a specific stock removal strategy. You do not always have to enter values into the storage-type-specific fields in the second Warehouse Management view. These fields are mainly used for materials with fixed bins. Therefore, if you store a material in fixed bin storage, you must assign its fixed bin in this view, in the Storage Bin field. This means that during putaway, the Warehouse Management system can automatically assign the bin to the material, and can also find it for use during stock removal. Hint: When you create, change, and display the second WM view, you can only see the storage-type-specific fields if you have previously defined a default storage type when selecting the organizational units.

Palletization DataIn the second WM view, you can store palletization data for the material. The data is valid for one warehouse number.

Figure 19: Palletization Data

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If the material master contains palletization data, the Warehouse Management sy

scm601 - processes in logistics execution

Documents

saps web site

high rack storage

mysap business suite

border crossing points

technical posting processes

goods issue zone

goods procured externally

goods receipt zone