226 bpp en_us

EHP4 for SAP ERP 6.0

June 2010

English

Handling Unit Management (HUM) for Production Order (226)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices Handling Unit Management (HUM) for Production Order (226): BBP

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Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

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Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Contents

1 Purpose........................................................................................................................................ 6

2 Prerequisites................................................................................................................................ 6

2.1 Master Data and Organizational Data...................................................................................6

2.2 Business Conditions..............................................................................................................8

2.3 Preliminary Steps.................................................................................................................. 8

2.3.1 Optional: Remove Batch Management Requirement for Finished Product....................8

2.3.2 Assigning User Parameter “CORUPROF” to User Master Record.................................9

2.4 Roles................................................................................................................................... 10

2.4.1 Defining Queries for Personal Object Worklist (POWL)...............................................11

Process Overview Table....................................................................................................................13

3 Process Steps............................................................................................................................ 16

3.1 Anonymous Forecast and MRP...........................................................................................16

3.2 Procurement of Stock Material............................................................................................17

3.3 Production Order Processing..............................................................................................19

3.3.1 Create Production Order for Handling Unit Production.................................................19

3.3.2 Release Production Order for Handling Unit................................................................20

3.3.3 Material Staging for Production Order..........................................................................22

3.3.4 Optional: Printing Shop Floor Papers (Finished Good)................................................23

3.3.5 HU-Packaging in Production Order (Finished Good)...................................................24

3.3.6 Goods Receipt for Handling Units................................................................................25

3.3.7 Monitor Handling Units.................................................................................................27

3.3.8 Confirming Production for Handling Unit production....................................................27

3.3.9 Create Transfer Order from Stock List for Putaway (Option 1: Full WM)......................29

3.3.10 Printing the Picking Document.....................................................................................30

3.3.11 Confirm transfer order for putaway (option 1: Full WM)................................................31

3.3.12 Check WM Stock of handling units (option 1: Full WM)................................................32

3.4 Sales Order Processing......................................................................................................33

3.4.1 Enter Sales Order (option 1: Full WM and option 2: without WM)................................33

3.4.2 Create Outbound Delivery with Order Reference (option 1: Full WM)..........................35

3.4.3 Printing the Picking Document.....................................................................................36

3.4.4 Confirm transfer order for delivery picking (option 1: Full WM)....................................37

3.4.5 Change Outbound Delivery (option 1: Full WM)...........................................................38

3.4.6 Create Outbound Delivery with Order Reference (option 2: without WM)....................39

4 Follow-Up Processes..................................................................................................................41

4.1 Period end closing...............................................................................................................41

5 Appendix.................................................................................................................................... 42

5.1 Reversal of Process Steps..................................................................................................42

5.2 SAP ERP Reporting............................................................................................................43

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Handling Unit Management (HUM) for Production Order

1 PurposeHandling units can be created at the end of production (packing of finished goods) or at a later stage after creating outbound deliveries. This depends on the packing process in your company.

In this scenario, you execute packing and goods receipt posting at the end of a production order. The stock is posted directly into storage and is available for picking.

Now there are two options for how to further process handling units:

- If the handling units are posted into a storage location with Warehouse management, transfer orders are used for putaway and picking. Within picking, the transfer order allows you to specifically select the handling units to be picked from the stock overview list.

- If the handling units are posted into a standard inventory managed storage location without warehouse management and storage bin management, putaway does not require a transfer order. However, due to missing storage bin management, at picking of the handling units for the delivery the handling units have to be selected one by one, or (in practice) the number is scanned from the label.

2 Prerequisites

2.1 Master Data and Organizational DataThe packing instructions with packaging material for finished goods as well as the packing instruction determination records are maintained.

The production order for F226-1 has been confirmed (CO11N). The goods receipt for the production order is outstanding. The storage location 1090 for goods receipt is maintained in the material master (MRP 2 view) or in the production order.

This master data consists of standardized SAP Best Practices default values and enables you to go through the process steps of this scenario.

Use the following master data in the process steps described in this document:

Manufacturing

Production Plant

Master / Org. data Value Master / Org. data details Comments

Material F226-1 Finished Good, MTS-DI,Batch-FIFO

R124 Raw Material (ROH-PD)

V226-1 Packaging Material

V226-R Packaging Reference Material

Plant 1000 Plant 1 - Production Plant

Storage Location 1080 Full Warehouse Management

1090 Handling units w/o warehouse management

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Bill of Material StructureThis overview shows the bill of material structure and the usage of each component in case you have activated all optional enhancements.

Material LevelMaterialtype

Unit Characteristic of material Optional Enhancements

F226-1 0 FERT EA Finished Good for HUM

R124 1 RAW EA Raw Material

2.2 Business ConditionsThe business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scenario:

Business condition Scenario

To run through this scenario, some prerequisite process steps have to be done.

To Execute this activity, run the Business Process Documentation for Prerequisite Process Steps (BB - 154) scenario.

The following steps are required:

Product Costing: Costing Run

Prerequisite Process Steps (BB - 154)

2.3 Preliminary StepsThis Business Process Documentation (BPD) contains process steps that have to be done as prerequisite before you can start to work through the standard Business Process Documentation of selected logistics scenarios.

2.3.1 Optional: Remove Batch Management Requirement for Finished Product

The idea is that the process runs with batch management (default) but that batch management can be deactivated for this process.

UseBatch management requirement for the finished product is optional in this scenario.

If you don’t want to execute Batch management requirement for the finished product, you have to carry out the following steps.

Procedure Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Materials Management Material Master Material Change Immediately

Transaction code MM02

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

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Business role Engineering Specialist (SAP_NBPR_ENGINEER-S)

NWBC menu Engineering Master Data Material Master Change Material

On the Change Material (Initial Screen), make the following entries and choose Enter:

Field name Description User action and values Comment


On the Select View(s) Screen, select the Work scheduling and the MRP3 view and choose Enter.

On the Organizational Levels screen, make the following entries and choose Enter.


Plant 1000

Select the Work scheduling – Tab, make the following entries:


Work scheduling – Tab

Batch management indicator

(remove indicator) remove existing value

The batch management requirement cannot be removed for the following reasons:

1. Stocks with batches already exist at plant level

SD documents exist (orders or deliveries) that have not yet been processed or that have been processed only in part.

Save your entries and go Back (F3) to the SAP Easy Access Screen, (SAP GUI) orchoose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).

ResultThe batch management requirement is removed.

2.3.2 Assigning User Parameter “CORUPROF” to User Master Record

Use In this step you assign a profile to your user, which defines the layout for the confirmation screen for single screen entry.

Procedure 1. Access the activity using one of the following navigation options:


SAP ECC menu Tools Administration User Maintenance Users

Transaction code SU01

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Business role Administrator (Professional User) SAP_NBPR_IT_ADMIN-S

NWBC menu IT Administration User Management User Maintenance

On the Change User: initial screen, make the following entries and choose Change Button:


User Enter your SAP-User

On the Maintain User screen, choose the Parameters tab and make the following entries:


Parameter ID CORUPROF

Parameter Value

YBDI02

Save your entries and go Back (F3) to the SAP Easy Access Screen, (SAP GUI) orchoose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).

ResultThe confirmation profile YBDI02 is assigned to your user.

2.4 Roles

UseThe following roles must have been installed to test this scenario in the SAP Netweaver Business Client (NWBC). You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.

PrerequisitesThe business roles have been assigned to the user who is testing this scenario.

Business role Technical name Process step

Production Planner SAP_NBPR_PRODPLANNER-S

Stock/Requirements List – Individual Display (MD04)Monitoring (CO02)

Release Production Orders CO05N)

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK-S

Initial Stock Posting (MIGO) Display Transfer Order / Material (LT24)Create Outbound Dlv. With Order Ref. (VL01N)Change Outbound Delivery (VL02N)

Create Transfer Order from List (LT10)Transfer Order (LT15)

Shop Floor Specialist

SAP_NBPR_SHOPFLOOR-S

Material Staging (MF60)Pack Material (COWBPACK)

Goods Receipt HU for Production Order (COWBHUWE)

Handling Unit Monitor (HUMO)

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Business role Technical name Process step

Production Planner SAP_NBPR_PRODPLANNER-S

Confirm Production Order (CO11N)

Warehouse Manager

SAP_NBPR_WAREHOUSEMANAGER-M

Display Quants for Material (LS24)

Sales Administration SAP_NBPR_SALESPERSON-S

Create Sales Order (VA01)

ResultYou can now process the scenario Handling Unit Management (HUM) for Production Order).

2.4.1 Defining Queries for Personal Object Worklist (POWL)The following queries must be defined to test this scenario in the SAP NetWeaver Business Client (NWBC). You only need these queries if you are using the NWBC interface. You do not need these queries if you are using the standard SAP GUI.

The queries are necessary to access role specific worklists in the SAP NetWeaver Business Client (NWBC).

For more information about the creation of queries, see the section Creation of Queries in Personal Object Worklists (POWLs) in the Quick Guide to Implementing the SAP Best Practices Baseline Package (US) document.

Business Role

Application Object Type

Variant Name

Variant Selections

Selection Criteria

Query Name

Production planner

Worklist All Production orders

Plant: 1000

Material number: F226-1

For example, All Production Orders


Worklist All Production Orders

Plant: 1000

Material number: F226-1

For example: All Production Orders

ResultYou can now process the scenario.

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Process Overview Table

Process step External process reference

Business condition

Business role

Trans-action code

Expected results

Creating Planned Independent Requirements

Make-to-Stock Production - Discrete Industry (MTS) (145)

Planned Independent requirements for finished product have to be created

Independent Requirements for finished product is created.

Material Requirements Planning at Plant Level


MRP at plant level have to be done for finished product

Independent requirements for finished product were planned.

Evaluation of the Stock/Requirement List


Stock requirement situation has to be analyzed

Stock/requirements situation for the planned materials is analyzed

Procurement of Stock Procurement of Stock Material w/o QM (130)

Materials to produce the finished good have to be procured

Sufficient stock for all raw materials in this scenario is available

Create Production Order for Handling Unit Production

Production Planner

MD04 Production order for Finished Good is created

Releasing Production Order for Handling Unit

Production Planner

CO05N Production order has been released

Material Staging for production order


MF60 Material has been staged to production storage location

Optional: Printing Shop Floor Papers (Finished Good)

Production Planner

CO02 Shop floor papers have been printed

HU-Packaging in Production Order (Finished Good)


COWBPACK Finished Good will be packed automatically on a pallet, a HU-number is created

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Business condition

Business role

Trans-action code

Expected results

HU- Entering Goods Receipt for Production Order (Finished Good)


COWBHUWE HU will be posted in storage location

Monitor Handling Units


HUMO HU situation is displayed

Confirming Production for Handling Unit Production

Production Planner

CO11N Production order for Handling unit is confirmed, goods issue for component is posted.

Full Warehouse Management (WM) processing (option 1)

Create Transfer order from stock list

Warehouse Clerk

LT10 Transfer order is created from transfer request

Confirm TO Warehouse Clerk

LT24 Transfer order is confirmed, HU is stored

Check WM stock for handling units

Warehouse Manager

LS24 Handling units are checked for pallet storage

Create Sales Order (full WM)

Sales Administration

VA01 Sales order is created

Create outbound delivery with order reference(full WM)

Warehouse Clerk

VL01N, LT03 HU is picked from stock overview screen

Confirm transfer order for delivery picking (full WM)

Warehouse Clerk

LT24 Transfer order confirmed

Post goods issue for delivery(full WM)

Warehouse Clerk

VL02N Goods issue for delivery is posted

Lean Warehouse Management (WM) (option 2)

Create Sales Order (Lean WM)

Sales Administrator

VA01 Sales order is created

Create outbound delivery with order reference(Lean WM)

Warehouse Clerk

VL01N delivery created, TR created

Billing of Sales Order Order Sales order Finished product is

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Business condition

Business role

Trans-action code

Expected results

Processing: Sales from stock (109)

have to be billed

billed

Period End Closing (only once a month)

Period end closing “general” Plant (181)

Period End Closing have to be done

Period End closing is done

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3 Process Steps

3.1 Anonymous Forecast and MRP

UsePlanned independent requirements are used to perform demand management functions. A planned independent requirement contains one planned quantity and one date, or a number of planned independent requirements schedule lines, that is, one planned quantity split over time according to dates.

Instead of creating single requirement, sometimes a requirements plan, which includes one or more planned independent requirements can be maintained for mass processing. In this case, the requirements are grouped and maintained under a requirement plan number.

Anonymous Forecast and MRP (145)

ProcedureTo execute this activity, process the following steps using the master data from this document (see also table below):

Steps to process from scenario Make-to-Stock Production - Discrete Industry (MTS) (145)

- Step Creating Planned Independent Requirements

- Step Material Requirements Planning at Plant Level

- Step Evaluation of the Stock/Requirement List

Master data Value Other mat. Bus. cond. Comments


Plant 1000 Production Plant

Version 00

Planning period W

Amount 100 For each time interval

Material R124* Only relevant for the evaluation step

ResultThe BOM explosion during the MRP run will generate dependent requirements for the demand-driven planned components only. *Material R124 is set to ROP planning, therefore no dependent requirements are transferred for this material.

Run MRP individually for the Components and c heck if sufficient stock is available no purchase requisitions have been generated (proceed with 3.3 from this BPD). If additionally by the MRP run

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purchase requisitions were created according to the requirements, proceed with step 3.2 from this BPD.

3.2 Procurement of Stock MaterialIn the real business case, the raw materials are purchased from external vendors, which can be covered by the standard purchasing processing.

You have the option either to post initial stock directly to the storage location or reference to the sub process listed above.

First check in previous step (MD04), whether purchase requisition is generated for the material. If not, then there is sufficient stock available.

Procurement w/o QM (130)

UseIn this scenario, we have several materials (raw or semi-finished) to be procured.

ProcedureTo execute this activity, process the following steps using the master data from this document (see also table below):

Steps to process from scenario Procurement to Stock - 130

- Display List of Purchase Requisitions to be assigned

- Convert Assigned Requisitions to Purchase Orders

- Approval of Purchase Order

- Print Purchase Order

- Receive Goods from Vendor to the Purchase Order

Master data Value Comments

Material: R124

V226-1

Raw Material

Packaging Material

Vendor 300000 For Raw Material R124

300000 For Packaging Material V226-1

Purchasing org. 1000

Purchasing group 100

Quantity 1000

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Master data Value Comments

Storage location 1020 R124

1030 V226-1

Optional: Initial Stock Posting1. Access the transaction choosing one of the following navigation options:


SAP ECC menu Logistics Materials Management Inventory Management Goods Movement Goods Movement (MIGO)

Transaction code MIGO


Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S)

NWBC menu Warehouse Management Consumption and Transfers Other Goods Movement (MIGO

2. On the Goods Reciept Other screen, choose Goods Receipt in the first available field and Other next to this field. Choose Movement type 561 (Init. Entry of stBal) on the right side of the screen. Choose enter

3. In the Item Details screen make the following entries:

Field name User action and values Comment

Material R124

Quantity 1000

Movement type 561

Plant 1000

Storage Location 1050

4. Choose next item arrow at the bottom of the screen and enter the following entries:


Material V226-1

Quantity 1000

Movement type 561

Plant 1000


5. Choose Item OK indicator and choose check.

6. Save your entries

ResultInitial stock for the material was posted. Make a note of the material document number.

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3.3 Production Order Processing

3.3.1 Create Production Order for Handling Unit Production

UseCreate production order for your handling unit production via MRP requirements list.

PrerequisitesPlanned orders for handling unit production have been generated via MRP planning.

Procedure1. Access the transaction choosing one of the following navigation options:


SAP ECC menu Logistics Materials Management Inventory Management Environment Stock Stock/Requirement List

Transaction code MD04

On the Stock/Requirement List: Initial Screen, make the following entries:

Field name Description User Action and Values Comment

Material F226-1

Plant 1000

Confirm your entries with Enter.

Select the MRP element PldOrd and double-click this line or choose Add. data for element.

The planned order contains three dates: The order finish and order start dates, and the planned opening date. If the planned opening date has been reached, the planned order is converted to a production order. The planned opening date is determined using the scheduling margin key of the material master.

Choose Convert planned order to production order.

You now branch to the production order. The system explodes the routing and the BOM. The production order type is YBM1.

Save the production order and make a note of the production order number:

Production order number: ________________.

This takes you back to the Stock/Requirements List as of <o’clock> Hrs screen. Choose Refresh (F6). Instead of PldOrd, PrdOrd (production order) is now displayed in the MRP element column.

Choose Back to return to the SAP Easy Access screen, (SAP GUI) orchoose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).


Business role Production Planner (SAP_NBPR_PRODPLANNER-S)

NWBC menu Production MRP Planned Order

On the All Planned Orders screen, open the search criteria make the following entries and choose apply:

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Material F226-1

Production Plant

1000

Select the Planned Order and choose the Convert to Production Order button.

The message, Planned Order: xxxx Converted to Production Order: xxxxxxx, appears in the status line.

Make a note of the production order number:_____________.

Choose Production -> Evaluation -> Display Stock/ Requirements Situation. Instead of PldOrd, PrdOrd (production order) is now displayed in the MRP element column.

ResultA production order for the handling unit production (F226-1) has been created.

3.3.2 Release Production Order for Handling Unit

UseRelease at order header level releases the order and all its operations. The order and the operations receive the status REL (released). You can release a production order in create and change modes.

PrerequisitesThe production order created by the MRP controller has been assigned a release date in accordance with the scheduling margin key. The production scheduler selects all the created production orders with a release date and releases all relevant production orders by means of mass processing.

Procedure1. Access the activity using one of the following navigation options:


SAP ECC menu Logistics → Production → Capacity Planning → Requirements → Production Order → Control → Collective Release

Transaction code CO05N

On the Release Production Orders screen, enter the following data:


List Order Headers

Selection

Material F226-1

Order type YBM1

Select. at operation level

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Plant 1000 Production Plant

On the Mass processing -Release tab, in the Function parameter area, select Order release.

Confirm your entries with Enter and choose Execute (F8) to execute the report.

Make a note of the total order quantity ________________________.

Select the production orders and choose Mass Processing (Ctrl + F8) → Execute (F8) to execute Mass processing.

The system status of the order has changed from CRTD (created) to REL (released).

Go Back (F3) to the SAP Easy Access. .



NWBC menu Production Shopfloor Control Production Order

On the All Production Orders screen, open the search criteria and enter the following data:


Material F226-1

Production Plant

1000

Select the production order you have created in the previous step and choose from the drop-down menu of the button Process Production Order the entry Release Order:

The system status of the order has changed from CRTD (created) to REL (released).

ResultThe production order has been released.

3.3.3 Material Staging for Production Order

UseThis activity pulls the materials required for the Production Order from various storage locations to the production storage location.

The materials required are located in the available stock of the supplying storage location.

This activity pulls the materials required for the Production Order from various storage locations, for example Stores (1050) to the production storage location Shop Floor (1020).

On the Enter Other Goods Receipt: new items screen, enter the required materials and the quantities. Save your entries. Enter the sales order number / item if you are using materials for sales order dependent requirements.

In case that there is enough material in the production storage location Shop Floor (1020) or if the requirement date is not yet reached, material staging is not possible. Screen will have no data. Can check material balance transaction MMBE for material.

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SAP ECC menu Logistics Production Shop Floor Control Goods Movements Material Staging Pull List

Transaction code MF60


Business role Manufacturing (SAP_NBPR_SHOPFLOOR-S)

NWBC menu Shop Floor Discrete Goods Movement – Material Staging

On the Material Staging for Planned Orders screen, make the following entries:


Stor.loc.level X select

Plant 1000

Selection Horizon for Reqmts

< enter a date > Todays Date

Choose the Production/process orders tab and make the following entries:


MRP Controller < MRP controller > Optional

Order < order number > Optional

Selection period for reqmts. Leave blank if necessary

Choose Execute.

On the Pull List: Storage location level screen, choose Select all (at the bottom of the screen).

Choose Create Replenish. Proposals.

At the top of the screen, choose Replenishment Elements.

For each replenishment element, enter a storage location in field RepLoc (Replenishment storage location).

The Replenishment storage location is the storage location for external procurement as specified in the material master MRP2 view. This should be the same storage location used on the Purchase Order.

At the bottom of the screen, choose Select all.

Choose Stage.

Choose Save.

Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) orchoose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).

ResultThe system transfers the materials (material document) from the component storage location to the manufacturing storage location. To view a pick list, use transaction code CO27.

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3.3.4 Optional: Printing Shop Floor Papers (Finished Good)

UseIf you want to print the shop floor papers of your production order carry out the following steps.



SAP ECC menu Logistics → Production → Shop Floor Control→ Order → Change

Transaction code CO02



NWBC menu Production Shopfloor Control Production Order

(SAP GUI): On the Production Order Change - Initial Screen, make the following entries and confirm your entries with Enter.


Production orderOrder number of the Finished Good order

Enter the number of your Finished Good order you noted down before

(SAP NetWeaver Business Client): On the All Production Orders (x) tab, mark <your production order number> (noted before) and choose Process Production Order Change Order.

On the Production Order Change: Header screen, choose from the menu, Functions Print (SAP GUI) or choose More Functions Print (SAP NetWeaver Business Client).

Choose Save.

On the Print: screen, make the following entries and continue with .


Output Device LOCL For output with Windows default printer

Print immediately (set indicator)

Go Back (F3) to the SAP Easy Access Screen, (SAP GUI or choose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).

ResultThe shop floor papers were printed on the Windows default printer.

3.3.5 HU-Packaging in Production Order (Finished Good)

Use

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You prepare the handling units required for packaging of your finished product. You may use the numbers of the handling units for pallet labels (label printing not part of this scenario).



SAP ECC menu Logistics Central Functions Handling Unit Managementl Processing Handling Units Work Order – Finished Order

Transaction code COWBPACK


Business role Manufacturing (SAP_NBPR_SHOPFLOOR-S)

NWBC menu Shop Floor Discrete Goods Movement -> Packing in Production Orders

If you are using a DIMP system (you have activated the DIPM Business Function set which is NOT used in the standard delivered Discrete Management Solution,Transaction COWBPACK is not available. You must use transaction COP2 or COP1 instead)

On the Pack for Order screen, in the Order field, enter your order number (noted from step before).

Choose Enter.

Choose Save.

Choose the Display Saved HUs button to display the detailed data for the handling units from the production order.

On the Total content tab check if each 20 pieces have been packed into one HU(each package contains qty of 20).

From the Pack HUs tab, take a note of the handling unit numbers:__________________., __________________.


ResultMaterial F226-1 will be automatically packed on pallets. Handling unit numbers for the pallets have been created.

3.3.6 Goods Receipt for Handling Units

UseAfter filling the pallets, they have to be received into storage.



SAP ECC menu Logistics Production Shop Floor Control Goods Movements Goods Receipt with HU

Transaction code COWBHUWE

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Business role Shop Floor Specialist (SAP_NBPR_SHOPFLOOR-S)

NWBC menu Shop Floor Discrete Goods Movement -> GR HU for Production Order

On the Enter Goods Receipt: New Item screen, in the Order field, enter your order number, and choose Enter.

Choose Propose HU.

In the Selection from Order screen area, set the Deliv. Compl. Indicator.

Dependent on the processing option for further sales, maintain the storage location for each Handling Unit within the table

Option 1: storage location 1080 (Full Warehouse Management)

Option 2: storage location 1090 (Handling unit storage location without warehouse management).

Choose the Save button.

The system displays the message, Goods receipt for handling units was posted successfully.


ResultThe handling units of the production order order have been posted to a storage location (for example, 1090).

© SAP AG of 40


3.3.7 Monitor Handling Units

UseYou can check the handling unit status and contents with the handling unit monitor.



SAP ECC menu Logistics Central Functions Handling Unit Management Handling Unit Monitor

Transaction code HUMO



NWBC menu Shop Floor Discrete Goods Movement -> HU Monitor

On the Selection of Handling Units screen, enter the following values on the HU-general data tab:

Field name Description User Action and Values

Comment

Warehouse number Y01option 1 (full WM) : Y01

option 2 (lean WM): leave blank

On the Selection of Handling Units screen, enter the following value on the Contents tab:


Material F226-1

Plant 1000


Choose Execute.

On the HU Monitor: Selected Handling Units screen, click your handling unit.

On the Detailed Data for Handling Unit screen, choose the Status tab to check that the status is PHEX WHSE (= physically exists in warehouse)


ResultThe handling unit status and contents have been checked.

3.3.8 Confirming Production for Handling Unit production

UseThe confirmation documents the processing status of orders and their operations. Additionally, backflushed components are issued.

© SAP AG of 40




SAP ECC menu Logistics → Production → Shop Floor Control → Confirmation → Enter → For Operation → Time ticket

Transaction code CO11N



NWBC menu Shop Floor Discrete Confirmation Enter Time Ticket for Production Order

2. (NWBC Step) On the All Production Orders screen, open the search criteria and enter the following data:


Material F226-1

Production Plant

1000

3. (NWBC Step) Select the production order you have created in the previous step and choose from the drop-down menu of the button Confirm and choose Confirm Order Operatrion.

On the Enter time ticket for production order screen, make the following entries:


Order< your previous order number >

Confirm your entries with Enter.

In the Yield field, enter your produced quantity.

In the Confirmation type filed, select final confirmation.

In the To be confirmed-Labor field section, enter a value (for example, 40 min) for machine time and 440 min for labor time and confirm with Enter.

Choose Goods movements.

The system shows you an overview table of all materials for which the withdrawing is done automatically with the confirmation of the operation.

The material R124 is set for backflush (in material master) so that the withdrawing is done automatically after you confirm the operation.

Save your entries.


ResultYou have confirmed the production for handling unit production.

© SAP AG of 40


3.3.9 Create Transfer Order from Stock List for Putaway (Option 1: Full WM)

UseAfter production of a handling unit the pallets have to be moved from the production goods-receipt area into the central storage area. You inform the forklift driver using a transfer order.



SAP ECC menu Logistics Logistics Execution Internal Whse Processes Stock transfer Create transfer order From Stock List

Transaction code LT10



NWBC menu Warehouse Management Consumption and Transfers Create Transfer Order from List

On the Stock Transfer: Start screen, make the following entries:


Warehouse number

Y01

Storage Type D21

Choose Execute.

On the Stock Transfer: Overview screen, select your storage bins:

ST StorageBin Plnt ……

X < Storage bin number equal to your production order number > 1000

X < Storage bin number equal to your production order number > 1000

Choose the Stock Transf Frgrnd.button (Control Shift F12)

On the Specify Destination Data dialog box, make the following entries


Storage Type D07

Stor. Unit Type E1

Choose Copy.

On the Stock Transfer: Overview screen, choose Back to return to the SAP Easy Access screen, (SAP GUI) orchoose Exit (Shift+F3) and confirm the Business client message with Yes, to return to SAP Home (SAP NetWeaver Business Client).

ResultYou have created the transfer order for putaway of the produced handling units.

© SAP AG of 40


3.3.10 Printing the Picking Document

UseThe purpose of this activity is to print a picking document automatically when a transfor order for a WM relevant storage location is created.

The procedure describes how to continue if the printout is missing.

ProcedureThe printout should be printed automatically. If that is not the case, continue with the following steps.


SAP ECC menu

Logistics Logistics Execution Internal Whse Processes Stock Transfer Print Transfer Order Single Print Transfer Order

Transaction code

LT31


Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK-S)

Business role menu

Warehouse Management → Shipping → Transfer Order Print TO Manually

1. On the Print Transfer Order screen, enter the following values:

Field name User action and values

Warehouse Number Warehouse_1 (for example, 110)

TO Number The noted one from the step above

Print Code 01

Printer LP01 (or LOCL or other printer)

2. Choose menu (NWBC: More … ) Transfer Order Print or Ctrl+P.

3. Exit the transaction.

3.3.11 Confirm transfer order for putaway (option 1: Full WM)

UseAfter physical putaway the forklift driver confirms the putaway via stock transfer confirmation.



SAP ECC menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material




© SAP AG of 40


NWBC menu Warehouse Management Consumption and Transfers Display Transfer Order / Material

On the Stock Transfer Orders for Material screen, make the following entries:


Comment

Warehouse number Y01

Material F226-1

Only open TO items X

Choose Execute.

On the Transfer Orders: List for Material screen, click next to the red button of your Handling Unit. Each Handling unit is divided in 20 pieces.

Choose the Confirmation in Foreground.button.

On the Confirm Transfer Order: Overview of Transfer Order Items screen, choose Save.

Go back to the Transfer Orders: List for Material screen.

Repeat step 4 to 7 for all your transfer orders.

On the Transfer Orders: List of Material screen, the red button changed into green. Your handling units have been posted to the goods-receipt area within production and now have to be moved into the central storage area, using a transfer order.


ResultYou have moved the handling units into the central storage area. The transfer orders are confirmed.

3.3.12 Check WM Stock of handling units (option 1: Full WM)

UseYou can check your WM storage information for your handling units



SAP ECC menu Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Bin Stock per Material

Transaction code LS24


Business role Warehouse Manager (SAP_NBPR_WAREHOUSEMANAGER-M)

NWBC menu Warehouse Management Inventory Control Environment -> Display Quants for Material

On the Stock per Material screen, make the following entries:

© SAP AG of 40


Field Name User action and values Comment

Warehouse Number Y01

Material F226-1

Plant 1000


Stock Category *

Special Stock *

Choose Enter.

On the Stock per Material screen, you can see the stock for your material.


ResultYour finished product was initially received into the goods-receipt area for production (storage type D21). With the transfer order it is then moved into the central storage area of the warehouse (storage type D07).

Process step Storage type Storage bin

Goods receipt for production order

D21 storage bin # identical to production order #

Central storage D07 storage bin #, beginning with 01-01-01.

Shipping Area Deliveries D51 storage bin # identical to delivery #

3.4 Sales Order Processing

3.4.1 Enter Sales Order (option 1: Full WM and option 2: without WM)

UseYou now create a sales order for the goods that are packed in the handling unit.



SAP ECC menu Logistics Sales and Distribution Sales Order Create

Transaction code VA01

Enter the following data, and choose Enter:


© SAP AG of 40


Order Type OR

Sales Organization 1000

Distribution Channel 10

Division 10

On the Create Standard Order: Overview screen, enter the following data:


Sold-to party 100000

PO number <any number> Enter a customer purchase order number as reference

PO date <today>

Material F226-1

Order Quantity < material quantity > choose quantity as a multiple quantity of 20, in accordance to the earlier produced quantity (such as 20, 40, 60..)

Un EA

Choose the Shipping tab, and select your line item.

Choose the Display item details button at the bottom of the screen.

Select the Shipping tab.

Enter the following value, dependent on the storage location chosen in step HU- Entering Goods Receipt for Production Order (Finished Good):


Stor. Location

1080

1090

Option 1: Full WM processing

Option 2: Handling units w/o warehouse management

Option 1: storage location 1080 (Full Warehouse Management)

Option 2: storage location 1090 (Handling unit storage location without warehouse management)

Choose Save.

Take a note of the order number:_____________________.


Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

1. Access the transaction choosing the following navigational option:

Business role Sales Administrator (SAP_NBPR_SALESPERSON-S)

© SAP AG of 40


NWBC menu Sales Sales Orders Sales Order Processing Create Sales Order (Lean Order)

On the Create Sales Order screen, make the following entries and choose Start:


Sold-to party 100000

Sales Document Type OR Standard Order

Sales Organization 1000 Sales Organization

Distribution Channel 10 Distribution Channel

Division 10 Division

On the Standard Order: New screen, make the following entries:


PO number <any number> Enter a customer purchase order number as reference

Req. deliv. Date

<date>

Material F226-1

Order Quantity < material quantity > choose quantity as a multiple quantity of 20, in accordance to the earlier produced quantity (such as 20, 40, 60..)

Un EA

On the main view, choose the Product availability tab and make the following entries:


Stor. Location

1080

1090

Option 1: Full WM processing

Option 2: Handling units w/o warehouse management

Choose Save Document. Make a note of the sales order number: __________

ResultThe sales order has been created.

3.4.2 Create Outbound Delivery with Order Reference (option 1: Full WM)

UseFor shipment, the outbound delivery is created with reference to the prior sales order.

© SAP AG of 40




SAP ECC menu Logistics Sales and Distribution Sales Order Subsequent functions Outbound Delivery)

Transaction code VL01N



NWBC menu Warehouse Management Shipping Outbound Delivery

SAP GUI: On the Create Outbound Delivery with Order Reference screen, make the following entries and choose Enter:


Shipping point 1000

Selection date <enter a date in the future>

Order <your order number> Sales order number noted in previous step

SAP NetWeaver Business Client: On the Delivery Due Orders tab, make the following entries, choose Apply (refresh the current query if necessary) and select the order you have created in the previous process step. Then choose Creation in Foreground


Shipping point 1000

Delivery Creation Date

Today’s date

On the Delivery Create: Overview screen, go to the menu and choose for SAP GUI Subsequent Functions Create Transfer Order, for NWBC choose More… Subsequent Functions Create Transfer Order.

Confirm the End Document Processing dialog box with Yes.

On the Create Transfer Order for Delivery Note: Initial Screen, make a note of your delivery number _______________.

Confirm with enter.

Choose Stock figures.

On the Create Transfer Order for Delivery: Stock Overview screen, choose the Stock that can be removed from storage tap page. The handling units are proposed. Maintain the selected quantity (20 PCs for each HU).

Choose Save

Make a note of transfer order number __________________ .

Go Back (F3) to the SAP Easy Access Screen.

ResultThe outbound delivery is created, together with the transfer order for picking from the warehouse.

© SAP AG of 40


3.4.3 Printing the Picking Document

UseThe purpose of this activity is to print a picking document automatically when a transfor order for a WM relevant storage location is created.

The procedure describes how to continue if the printout is missing.

ProcedureThe printout should be printed automatically. If that is not the case, continue with the following steps.


SAP ECC menu

Logistics Logistics Execution Internal Whse Processes Stock Transfer Print Transfer Order Single Print Transfer Order

Transaction code

LT31


Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK-S)

Business role menu

Warehouse Management → Shipping → Transfer Order Print TO Manually

4. On the Print Transfer Order screen, enter the following values:

Field name User action and values

Warehouse Number Warehouse_1 (for example, 110)

TO Number The noted one from the step above

Print Code 01

Printer LP01 (or LOCL or other printer)

5. Choose menu (NWBC: More … ) Transfer Order Print or Ctrl+P.

6. Exit the transaction.

3.4.4 Confirm transfer order for delivery picking (option 1: Full WM)

UseAfter physical putaway the forklift driver confirms the delivery picking via stock transfer confirmation.

1. Access the transaction choosing one of the following navigation options:


SAP ECC menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material




NWBC menu Warehouse Management Consumption and Transfers Display

© SAP AG of 40


Transfer Order / Material

On the Stock Transfer Orders for Material screen, make the following entries:


Comment

Warehouse number Y01

Material F226-1

Only open TO items X

Choose Execute.

On the Transfer Orders: List for Material screen, click the red button of your Handling Unit. Each Handling unit is divided in 20 pieces.

Choose the Confirmation in Foreground button. NWBC select More- Transfer Order

On the Confirm Transfer Order: Overview of Transfer Order Items screen, choose Save.

Go back to the Transfer Orders: List for Material screen.

Repeat step 4 to 7 for all your transfer orders.

On the Transfer Orders: List of Material screen, the red button changed into green. Your handling units have been posted to the goods-receipt area within production and now have to be moved into the central storage area, using a transfer order.


ResultYou have moved the handling units into the central storage area. The transfer orders are confirmed.

3.4.5 Change Outbound Delivery (option 1: Full WM)

UseYou can change the outbound delivery to directly post goods issue from within the delivery.



SAP ECC menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change Single Document




NWBC menu Warehouse Management Shipping Outbound Delivery Change Delivery

On the Change Outbound Delivery screen, make the following entries:


Outbound Delivery <your delivery number> Delivery number noted in

© SAP AG of 40



previous step

Choose Enter.

On the Delivery <your delivery number> Change: Overview screen, choose Post Goods Issue.

Choose Save.

Go Back (F3) to the SAP Easy Access Screen, (SAP GUI) orchoose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).

ResultThe outbound delivery is changed and goods issue posted.

3.4.6 Create Outbound Delivery with Order Reference (option 2: without WM)

UseFor shipment, the outbound delivery is created with reference to the prior sales order. Handling units are assigned, goods issue is posted for the handling units.



SAP ECC menu Logistics Sales and Distribution Sales Order Subsequent functions Outbound Delivery)




NWBC menu Warehouse Management Shipping Outbound Delivery

SAP GUI: On the Create Outbound Delivery with Order Reference screen, make the following entries and choose Enter.


Shipping point 1000

Order <your order number> Sales order number noted in previous step

SAP NetWeaver Business Client: On the Delivery Due Orders tab, make the following entries, choose Apply (refresh the current query if necessary) and select the order you have created in the previous process step. Then choose Creation in Foreground,


Shipping point 1000

Delivery Creation Date

Today’s date

On the Delivery Create Overview screen, mark the line item 10 and choose Pack.

© SAP AG of 40


On the Processing of Handling Units for Outbound Delivery screen, choose the Single Entry tab.

In the Handling unit field, choose the F4 help.

On the next Selection of Handling Units screen, choose the Contens tab and make the following entries:


Material F226-1


Choose Execute (F8). Select one of the proposed handling unit lines.

Choose Enter.

Execute selection again (step 8 and 9) for each HU required.

Choose the Pack material tab. Check that all of your selected handling units now are listed in the upper table section.

Choose Back.

On the Delivery: Overview screen, choose the Picking tab.

Maintain Picked quantity identical with the Handling unit quantities.

Choose Post Goods issue.


ResultYou have posted goods issue for the handling units of your delivery.

© SAP AG of 40


4 Follow-Up ProcessesYou have finished all activities that are part of the business process described in this document.

To accomplish subsequent activities of this business process, carry out the process steps described in one or more of the following scenarios, using the master data from this document.

4.1 Period end closing

Period end closing “General” Plant (181)

UseIn this activity, you perform the period end financial accounting activities for the plant.

These are executed collectively as a part of month-end closing. For more information about the month-end closing procedure, see the Business Process Documentation for period end closing "general" Plant.

Note that month-end closing can only be executed once a month.

Accounts Receivable (157)

UseIn this activity you post the incoming payment.

ProcedureComplete all activities described in the Business Process Documentation of the scenario: Accounts Receivable (157) (Chapters Post Payments using Automatic Payments Program, Post Incoming Payment from Customer Manually, Automatic Clearing of open items in customer accounts, Manual Clearing of Open items in customer accounts) using the master data from this document.

Closing Operations SD (203) (optional)

Use

This scenario describes the collection of periodic activities such as day ending activities or legal requirements like Intrastat and Extrastat reporting.

© SAP AG of 40


ProcedureComplete all activities described in the Business Process Documentation of the scenario: Closing Operations SD (203) (Chapters Review Incomplete Sales Orders, Review Incomplete SD Documents (deliveries), Review Outbound Deliveries for Goods Issue and Review List Blocked (for accounting) Billing Documents) using the master data from this document.

5 Appendix

5.1 Reversal of Process StepsIn the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document.

Transfer order

Transaction code ( SAP GUI) LT10, LT03

Reversal: Cancel transfer order

Transaction code (SAP GUI) LT15

Business role Warehouse Clerk (SAP_NBPR_WAREHOUSESPECIA-DIFM-K)

Business role menu Warehouse Management Consumption and Transfers Create Transfer Order from List

Comment Cancellation is only possible for transfer orders, which have not yet been confirmed

Confirmation for production order

Transaction code ( SAP GUI) CO11N

Reversal: cancel confirmation

Transaction code ( SAP GUI) CO13

Business role Shopfloor Specialist (SAP_NBPR_SHOPFLOORSPECIALIST-S)

Business role menu Shop Floor Discrete Cancel Confirmation of Production Order

Comment Cancel confirmation for production order

© SAP AG of 40


Change outbound delivery

Transaction code ( SAP GUI) VL01N

Reversal: change outbound delivery

Transaction code ( SAP GUI) VL02N

Business role Warehouse Clerk (SAP_NBPR_WAREHOUSESPECIALIST-S)

Business role menu Warehouse Management Shipping Change Outbound Delivery

Comment If handling units have already been assigned to the delivery, these assignments have first to be deleted before deleting the delivery.

If transfer orders have been created with reference to the delivery (and are not yet confirmed), the transfer orders have to be deleted first.

If transfer orders already have been confirmed, it is not possible to delete the delivery.

5.2 SAP ERP Reporting

UseThe table below lists the reports that you can use to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:

Financial Accounting: SAP ERP Reports for Accounting (221)

Logistics Processes: SAP ERP Reports for Logistics (222)

Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.

ReportsReport title Transaction

codeComment

Missing Parts Info System CO24 A list of missing parts.

Production Order Information System COOIS A list of all production orders.

MRP List MD05 The stock/requirements situation at the time of the last planning run.

Stock Overview MMBE A list of stock is displayed.

Display of HUs HU03 HUs for identification

Display HU for SD Shipment HUCOWE HUs with Finished Goods for work order

© SAP AG of 40


Report title Transaction code

Comment

Handling Unit Monitor HUMO

WM stock overview LS24 Bin Stock per material

Transfer order list LS23 Transfer order list

© SAP AG of 40

226 bpp en_us

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