ug_receiving-of_esab

CUTTING AND WELDING

RECEIVINGUser Guide

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=3JQoJ8Z2RiF15M&tbnid=pVyp_2oXdVMS5M:&ved=0CAUQjRw&url=http://www.esab.com/global/en/news/image-archive.cfm&ei=__ecUuGoI9TKkAeri4GQAQ&bvm=bv.57155469,d.eW0&psig=AFQjCNFLCxgwlc7QsHPwrxsN-Tjccid2yA&ust=1386105207935779

ContentsTo the Participant..........................................................................3Introduction..................................................................................4Unit 1 – Receiving Goods................................................................5Unit 2 – Return Delivery in IM.......................................................18Unit 3 – Receive Raw Materials.....................................................23Unit 4 – Subcontracting................................................................28

Reverse the goods receipt for RTG.............................................................................42

To the Participant

This course guide contains background information, step-by-step instructions, and practices designed to help you learn the SAP system tasks you will need to do your job. These different sections exist throughout the document.

Course Introduction

Contains a course overview with background information and concepts that apply to the whole course.

Process Flow Visual display of the process being discussed.

Unit Contains a unit overview with background information and concepts and unit objectives.

Activity States the SAP process and the t-codes and transaction titles necessary for completing the process.

Confidential and Proprietary of 45

Introduction

Course Introduction For ESAB raw materials and finished products are received in HU-managed stock and will be packed. They follow the flow described above with warehouse management and HU management.

This document will introduce the user to the concept of SAP Warehouse Management and goods receipt on a purchase order.

This document treats the receipt of goods from a vendor on a purchase order. The document also demonstrates how to reverse a goods receipt.

Receipt and reversal consist of two parts: The process in Inventory management. The process in WM management.

Prerequisites SAP Navigation and Overview

Business Process Flow


Unit 1 – Receiving Goods


Objectives After completing this unit, you should be able to:

1. Perform various goods receipts using SAP transaction MIGO

Activity t-code

Receive PO MIGO_GR 101 – Goods Receipt PO

Receive EDI order MIGO_GR 101 – Goods Receipt - Inbound delivery

Transfer materials to a different location in the plant

MIGO_TR 311 – Transfer order

Goods issue to cost center MIGO_GI 261 Goods issue

Goods issue for samples or rework

MIGO_GI 201 – Goods Issue

Scrap material MIGO_GI 551 – Goods issue to scrap

Receive PO using MIGO_GR 101.

Use this transaction to receive material from a purchase order from an external vendor or from another plant.

Goods are received with reference to the purchase order number.

1. Enter / verify information in the following fields: Field 1 – Goods Receipt

Field 2 – Purchase Order

Field 3 – Purchase Order number

Field 4 – 101

2. Click .The system pulls information from the purchase order and populates the fields.


3. Click on tab.4. Enter No. Containers.

Change the quantities in any of the quantity fields, if necessary. Make sure that unit of measure and quantity match.

5. Click on tab.Review the plant and storage location information. Change the Goods Recipient and Unloading Point fields, if needed.

6. Click on .7. Enter information into the following fields:

Batch Number


Vendor Batch

Date of Manufacture

8. Click .

9. Click to display any warning or error messages associated with issuing goods. If there are error message(s), address them. If there are warning messages address them if needed or press Enter to skip over them.

10. If there are no error messages, click .

If the material has a put away strategy, you should see the transfer order create.


Receive EDI order.

Use this transaction to receive material from an EDI order.

Goods are received without reference.

1. Enter / verify information in the following fields: Field 1 – Goods Receipt

Field 2 – Purchase Order

Field 3 – Purchase Order number

Field 4 – 101

2. Click .The system pulls information from the order and populates the fields.

Need orders. Sent email to Suresh 03/04/14.

3. Click on tab.4. Enter No. Containers.

Change the quantities in any of the quantity fields, if necessary. Make sure that unit of measure and quantity match.

5. Click on tab.Review the plant and storage location information. Change the Goods Recipient and Unloading Point fields, if needed.


6. Click on .7. Enter information into the following fields:

Batch Number

Vendor Batch

Date of Manufacture

8. Click .

9. Click to display any warning or error messages associated with issuing goods. If there are error message(s), address them. If there are warning messages address them if needed or press Enter to skip over them.

10. If there are no error messages, click .

If the material has a put away strategy, you should see the transfer order create.


Move materials from one storage location to another within the plant using MIGO_TP 311.

The Transfer Posting Other screen displays.

1. Select Transaction Type – A08 – Transfer Posting.

2. Select Reference Document – R10 – Other.

3. Select Movement Type – 311 – Transfer posting storage location (one step) – sales order.

4. NOTE: Each of the fields listed above has a dropdown menu that displays available choices. Click

the or to display the menu, then click the correct option.

5. Enter Material Slip.

6. Click the tab.

7. In the section, enter Material.

8. Enter Plant.

9. Enter source Stor. Loc.

10. Enter the Sales Order.

11. Enter Qty in UnE.

12. Click to confirm the entries.

13. In the section, enter destination Stor. Loc.

14. Place a checkmark in the checkbox.

15. Click to check for correctness. Make any necessary corrections.


16. Click . The system displays the message, “Material Document XXXX Posted.”


Use transaction MIGO_GI 261 to create a goods issue to a production order to take materials from the warehouse inventory and issue them with reference to the order.

The Goods Issue Other screen displays.

1. Select Transaction Type - A07 – Goods Issue.


3. Select Movement Type – 261 – Consumption for order from warehouse.

4. If necessary click to expand the Detail Data section.

5. Click the tab.

6. Enter Material.

7. Click the tab.

8. Enter Quantity in Unit of Entry.

9. Click the tab.

10. Enter Plant.

11. Enter Storage location.


13. Click the tab.

14. Enter Order.



16. Click to check for correctess. Make any necessary corrections.



Use MIGO_GI 201 to create a Goods Issue. With a goods issue, materials can be withdrawn for production orders, cost centers, scrapping and sampling purposes. Goods Issues are normally performed as the result of a user department requesting stock material from the storeroom.

The Goods Issue Other screen displays.

1. Select Transaction Type - A07 – Goods Issue.


3. Select Movement Type – 201 – Consumption for Cost Center from warehouse.

4. If necessary click to expand the Detail Data section.

5. Click the tab.

6. Enter Material.

7. Click the tab.

8. Enter Quantity in Unit of Entry.

9. Click the tab.

10. Enter Plant.

11. Enter Storage location.


12. The fields Goods Recipient and Text are not required fields but should be completed to provide the complete information for the goods movement.


14. Click the tab.

15. Enter G/L Account.

16. Enter Cost Center.





Use MIGO_GI 551 to create a Goods Issue. With a goods issue, materials can be withdrawn for production orders, cost centers, scrapping and sampling purposes. Goods Issues are normally performed as the result of a user department requesting stock material from the storeroom.

The Goods Issue screen displays.

1. Select Transaction Type – A07 – Goods Issue.


3. Select Movement Type – 551 – Scrapping.

NOTE: Each of the fields listed above has a dropdown menu that displays available choices. Click the or to display the menu, then click the correct option.

4. Enter Material Slip.

5. Click the tab.

6. Enter Material.

7. Click the tab.

8. Enter Quantity.

9. Click the tab.

10. Enter Plant.

11. Enter Reason for Movement. Use the dropdown menu to display choices.

12. Enter any necessary Text.

13. Click to confirm the information.

14. Click the tab.

15. Enter Customer.


16. Click the tab.

17. Enter Cost Center.





Unit 2 – Return Delivery in IMGoods that were received can be returned to the vendor using a return delivery in SAP.



2. Return goods to a vendor IM managed goods

3. Return goods to a vendor WM managed goods

Return to Vendor Overview

Activity t-code

Return delivery in IM MIGO Return Delivery

Create TO for outbound delivery

LT03 Create Transfer Order for Delivery Note: Initial Screen

Confirm TO LT12 Confirm Transfer Order: Initial Screen


1. Use MIGO_Return Delivery to return a delivery in IM.Overview

You can use a return delivery movement to return goods to a vendor.

Procedure

a. You need to know the material document number used to receive the material to use this transaction.

Note: Use MB51 to find the material document.

b. All items of the material document of the receipt are automatically added. Notice that the movement type 122 is used for a return delivery to vendor.


c. All items of the material document of the receipt are automatically added. Notice that the movement type 122 is used for a return delivery to vendor.

d. In the quantity-tab, fill in the quantity of the goods that will be returned.

e. In the Where tab, fill in a reason code for returning the goods.

f. An outbound delivery is created by the system towards the customer (= vendor).

2. Use LT03 to create a transfer order to return goods to a vendor WM .Overview

When you need to return items that are warehouse-managed (in storage bins) you need to create a transfer order to process the return delivery.

Procedure

Create a TOs for materials to be returned to a vendor.

Create the transfer orders in the foreground and specify the source storage bin where the HU’s actually reside.

If you do not specify the storage bin, the picking strategy will determine a HU itself. This would probably not be those HU’s that you want to return to the vendor.

a. You need to know the delivery number used to receive the material to use this transaction.

b. Create the transfer orders in the foreground.


c. All items of the material document of the receipt are automatically added. Notice that the movement type 122 is used for a return delivery to vendor.

d. Specify the source storage bin where the HU’s actually reside. If you do not specify the storage bin, the picking strategy will determine a HU itself. This would probably not be those HU’s that you want to return to the vendor.

e. Use to specify which quantity should be allocated.

3. Use LT12 to confirm the TO.Overview

When you create a transfer order using LT03, you need to confirm the transfer order.

Procedure

Confirm the transfer order via LT12 or with RF-terminal (LM61).

a. You need to know the delivery number used to receive the material to use this transaction. The delivery number of the transfer order created is defaulted.


Unit 3 – Receive Raw Materials



1. Receive raw materials

This unit describes the process to receive raw materials from the cleaning vendor.

The process consists of three steps:1. Create inbound delivery2. Goods receipt3. Enter quality results

Activity t-code

Create inbound delivery to receive PO

VL31N Create Inbound Delivery

Post goods receipt VL32N Change Inbound Delivery


1. Create inbound delivery to receive PO.Overview

An inbound delivery is created for the total receipt using transaction VL32N.

Procedure

a. If you do not know the Purchase order number or have multiple purchase orders to receive at one time,

then click on .

b. You can select open purchase orders by using a variant created for raw materials and finished product receipts.


c. In the selection screen for purchasing documents you select the line (~lines, Multiple PO’s can be grouped

in one delivery) you want to add to the delivery and click .

d. The following actions need to be taken for raw material receipts:

Adjust quantities

Create batch

Select components

Create labels

e. For each line in the inbound delivery, a batch needs to be created. Use to create batches for all lines on the delivery.

f. The batch that was used at the cleaning house to produce the clean wire needs to be selected for each

item. Use to select components.

g. Create labels during the pack process using the icon.


h. This will print the labels for the coils. If there is an issue with the labels: not enough, too many, incorrect quantity etc., then you can go back into change of the inbound delivery (VL32N transaction) and update the packing.

2. Post goods receipt.Overview

The posting of the goods receipt results in: Creation of a material document Creation of a financial document Increase of stock of the received material Adding a line to the history information of the handling units Creation of corresponding storage units in the interim storage type for external receipts (902)

Procedure

a. Use transaction VL02N to post goods receipts.

b. The delivery number of the last goods receipt is defaulted. The delivery number can also be looked up with the function key F4.


c. Use to register the receipt of the goods in IM and WM.

Note: Check the storage units that have been created using transaction LT10.


Unit 4 – Subcontracting


1. Process subcontracting orders for RTB and TIG wire

Activity t-code

Display purchase orders to receive

ME2M Purchasing Documents for Material

Process goods receipt for goods received at vendor

MIGO_GR/101 Goods Receipt Inbound Delivery (User Name)

Create outbound delivery, print BOL, create stock transfer to outside vendor

ME2O SC Stock Monitoring for Vendor

Create inbound delivery for FG purchase order

VL31N Create Inbound Delivery

Create HU, pack material, post goods receipt

VL32N Change Inbound Delivery

Check material document and accounting for accuracy

MB03 Display Material Document: Initial Screen

Verify bin availability for putaway

LX03 Bin Status Report: Initial Screen

Move material from finished goods to storage bin

LT09 Create Transfer Order for Storage Unit: Entry

Confirm TO for move LT12 Confirm Transfer Order: Initial Screen

Reverse the goods receipt for RTG

Find inbound delivery for reversal of goods movement

LS24 Stock per Material

Reverse goods receipt VL09 Reverse Goods Movement

Empty HU and delete assignment

VL32N Change Inbound Delivery

Delete inbound delivery VL32N Change Inbound Delivery


1. Display purchase orders to receive.Overview

Use this transaction to generate a list to analyze purchase orders. Use the list to determine whether or not the status orders have been received.

Procedure

A list of purchase orders can be created based on different search requirements: material, vendor, supplying plant, etc.

a. Use ME2M to pull up a list of purchase orders for either RTB or TIG wire.

b. You can enter material and plant to pull up a list of purchase orders for the RTB or TIG wire.

c. You can enter a range of materials using the in the Material field.


d. You can export the list of POs using in the menu bar.

e. Use to display details for a specific PO.

2. Process goods receipt for goods received at vendor.Overview

Use SAP transaction MIGO_GR, movement type 101 to post receipt of a delivery against a purchase order. The posting of the goods receipt will create another Material Document. The Goods Receipt and Purchase Order will reference each other.

Procedure

Materials ordered through a purchase order to a vendor have arrived at the receiving location. The goods receipt with reference to the purchase order must be posted.

a. Process a goods receipt for a PO using transaction MIGO.

b. You will need to select Goods Receipt and Purchase Order in the selection area of the Goods Receipt Purchase Order screen if it is not the default selection.

c. Use movement type 101 for a goods receipt against a purchase order.

d. Details from the PO display in the General tab.

e. You need to designate the quantity, unit of measure and destination details for the movement in the Quantity and Where tabs.

3. Create outbound delivery, print BOL, and create stock transfer to outside vendor.Overview


Some items sent to subcontractor need to maintain the same part numbers that were sent (standard recursive BOM) – for example for cleaned steel. The subcontract service is does not change the material number itself.

SC Stock Monitoring displays:• Subcontract Stock at Vendor – Total quantity of stock for a material on site at a vendor.• Subcontract Requirements – Detail of subcontract requirements that exist and the quantity required for

these requirements.• Available Subcontract Stock at Vendor – Displays available stock at the vendor, either in a negative (more

requirements than stock) or positive (more stock than there are requirements.

Procedure

The list will display the required quantities of components along with the corresponding purchase orders and will display the quantity of components already issued to the vendor. Use this transaction to create an outbound delivery, print the bill of lading for the delivery, and create a stock transfer for the outside vendor.

a. Create an outbound delivery for a PO using ME2O.

b. You will designate the vendor and plant.

c. Use selection criteria to narrow results for the SC Stock Monitor.


d. A listing of the materials at that Vendor is displayed. Other information displayed includes: Vendor Name and Number Material Number Short Text Requirement Qty SC stock at Vendor Available SC stock

e. Use to view subcontract purchase orders for a component. A list of subcontract purchase orders and the requirement for each displays.

f. Use to create the delivery, print the BOL and create a stock transfer to the outside vendor.

4. Create inbound delivery for finished goods purchase order.Overview

Use this procedure to create an inbound delivery, which supports all activities such as putaway, packing, transportation, and goods receipt. During the inbound delivery process, the planning information is recorded, status of different activities is monitored, and data accumulated during inbound shipment processing is documented.

An inbound delivery can be created with reference to a purchase order/scheduling agreement. The system determines the goods receiving point according to the receiving plant and receiving storage location that were specified in the inbound delivery.

Procedure

Create an inbound delivery when the purchase order, materials, and delivery quantity of an item is required to make an inbound delivery are available. When appropriate, the calculation of the work expenditure, weight, and


volume of the delivery is performed, a storage location for putaway is assigned, and order processing must be updated.

a. Create an inbound delivery for the RTB or TIG wire using transaction VL31N.

b. You will need to enter the purchase order for the delivery to the vendor.

c. Use to create the HU for the delivery.

d. You need to select packaging materials and other details for the delivery.

e. You can add materials to a delivery from this screen if needed.

f. When the delivery is saved, the system creates an inbound delivery for the purchase order.

2. Create handling unit.


Overview

Need an overview. Ask BPO.

Procedure

Need procedure overview. Ask BPO.

a. Use transaction HUPAST create handling units for deliveries.

b. . Select ZDELIVERY01 for handling units.

c. . Entering the delivery number pulls in all items that need to be packed for the inbound delivery.

d. . Entering COIL in the handling unit field creates an empty handling unit.


e. To pack something in the handling unit, select items to be packed and enter quantities.

f. Handling units can then easily be copied using .

g. To remove a quantity from a handling unit, enter a negative value.

h. Use transaction VL32N to post the goods receipt.

i. The delivery number of the last goods receipt is defaulted. The delivery number can also be looked up with the function key F4.


j. Use to register the receipt of the goods in IM and WM.

Note: Check the storage units that have been created using transaction LT10.

3. Check material document and accounting for accuracy.Overview

Use this transaction to display a single material document.

You may need to investigate material or accounting discrepancies. The system generates a material document for all goods movement and transfer posting transactions.

Procedure

Display details for a material document.

a. Review material document details for a movement using MB03.

b. You need to know the material document number to use this transaction. If you are looking up a document for a recent delivery, the document number may display in the Material Doc. field.


c. Use the Material and Accounting Documents buttons to review additional details.

4. Verify bin availability for putaway.Overview

Use this transaction to display stock at a storage bin level.

This report is used to display the stock at the storage bin level in a warehouse. You can use this report to determine the occupancy of storage bins for several storage types in a warehouse number.

The system displays a list of the storage bins and quants.

The following information is displayed for every storage bin: Material Batch Stock category Special stock indicator Special stock number Length of storage

From the list, you have various options for navigation; for example, you can display the details screen for a storage bin by clicking on the storage bin of your choice.

Procedure

Display stock at the storage bin level in your warehouse.

a. Use LX03 to verify availability of a bin.

b. You need to designate the warehouse number, but use additional criteria to narrow results.


c. The bin status report displays details for the bins by storage type.

d. You can double-click any item to display additional details for a bin.

5. Move material from finished goods to storage bin.Overview

This transaction is used to move the storage unit to the final destination storage bin. This transaction takes place only for warehouse-managed materials.

You have the option to create a TO in three ways, System Guided, Foreground, or Background. The System Guided Putaway and TO In Foreground. They are very similar in nature, as each gives the user options during putaway including, change printer destination, change destination storage bin, and select/deselect immediate TO confirmation. For System Guided Putaway and TO In the Foreground, you can view the putaway process step by step as the system automatically chooses the correct storage bins for putaway.

Creating a TO in the background creates the transfer order instantly with no chance to the user to make any changes.

Procedure

Perform this procedure when you need to move individual storage units from the ID point to final storage bin.

In this process, after entering the storage unit and movement type details in the initial screen, the system searches for any existing open transfer orders for the storage unit. If no open transfer orders exist, you can manually enter the destination storage bin. You can also allow the system to decide the destination storage bin.

Transfer order confirmation can be done immediately during the creation of transfer order or in a separate step.

a. Move RTB or TIG wire to the destination storage bin using transaction LT09.


b. You need to designate a storage unit to use this transaction.

c. The movement type is always 999 for this process.

d. You can designate the printer and destination storage bin information on this screen.


e. If you do not enter a destination bin, the system will propose a storage bin when you save the TO.

6. Confirm TO for move.Overview

Use this transaction when you need confirm a transfer order for a single document in one step.

When a transfer order is confirmed, it is verified that the required quantity of material has been moved from one location to another.

Confirm a transfer order in three different ways: Standard – two screens to enter actual or differences in quantities Input list – one screen to enter actual or differences in quantities PDC device in the warehouse

Procedure

Perform this procedure when a transfer needs to be confirmed.

a. If the transfer order created for the move was not confirmed in LT09, use transaction LT12 to confirm the TO.


b. You need to designate the TO number and warehouse to use this transaction.

c. If you are confirming a TO immediately after creating it, the number displays for you.


Reverse the goods receipt for RTGIf you need to process a subcontract order for RTG, use the following procedure to reverse the goods receipt.

1. Run stock overview report.Overview

After performing necessary steps to process a subtracting order for RTB, you need to find the inbound delivery for the reversal of the goods movement.

Procedure

a. Use transaction LS24 to find the inbound delivery.

b. You can display the stock list for one material at a time with the required selection parameters of warehouse, plant and storage location.

2. Reverse the goods receipt for an RTB subcontract order.Overview

Use the inbound delivery number from the Stock Overview to reverse the goods receipt for the RTB subcontract order.

Procedure

a. Use transaction VL09 to reverse the goods receipt.


b. Enter selection criteria to narrow search results.

c. Use to process the reversal.

d. The error log provides details for the reversal.

3. Empty HU and delete assignment.Overview

Ask BPO what to say here.

Procedure


a. Use transaction VL32N to empty the HU and delete the assignment.

b. The delivery number of the last goods receipt reversal defaults. The delivery number can also be looked up with the function key F4.

c. Use to display packaging for the subcontractor delivery.

d. Use (located to the right of the screen) to empty the HU.

e. Use (located to the right of the screen) to delete the assignment.

4. Delete inbound delivery.Overview

Ask BPO.

Procedure


a. Use transaction VL32N to delete the inbound delivery for RTB.

b. The delivery number of the last transaction displays. The delivery number can also be looked up with the function key F4.

c. Use menu option Inbound delivery > Delete to delete an inbound delivery.
