cross-functional customizing in materials management

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S4550 Cross-Functional Customizing in Materials Management . . COURSE OUTLINE . Course Version: 17 Course Duration:

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Page 1: Cross-Functional Customizing in Materials Management

S4550Cross-Functional Customizing in Materials Management

..

COURSE OUTLINE.

Course Version: 17Course Duration:

Page 2: Cross-Functional Customizing in Materials Management

SAP Copyrights, Trademarks and Disclaimers

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

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These materials may have been machine translated and may contain grammatical errors or inaccuracies.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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Typographic Conventions

American English is the standard used in this handbook.

The following typographic conventions are also used.

This information is displayed in the instructor’s presentation

Demonstration

Procedure

Warning or Caution

Hint

Related or Additional Information

Facilitated Discussion

User interface control Example text

Window title Example text

© Copyright. All rights reserved. iii

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iv © Copyright. All rights reserved.

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Contents

vii Course Overview

1 Unit 1: Solution Manager and Customizing Projects

1 Lesson: Defining Customizing Projects

3 Unit 2: General Settings

3 Lesson: Checking Countries and Currencies3 Lesson: Defining Units of Measurement3 Lesson: Setting Up a Factory Calendar

5 Unit 3: Organizational Units

5 Lesson: Defining Organizational Units in Materials Management5 Lesson: Defining and Assigning Plants

7 Unit 4: Master Data

7 Lesson: Setting Up Material Master Records7 Lesson: Creating Material Types7 Lesson: Setting Up Field Selection for Material Master Records7 Lesson: Defining Field References for Material Master Records7 Lesson: Configuring the Material Master7 Lesson: Defining Settings for Business Partners

9 Unit 5: Valuation and Account Assignment

9 Lesson: Describing Automatic Account Determination9 Lesson: Determining the Relevance of Company Codes and

Valuation Areas9 Lesson: Creating Valuation Classes and Account Category

References9 Lesson: Setting Up Account Determination for Specific Transactions9 Lesson: Subdividing a Transaction with the Account Grouping Code10 Lesson: Adjusting Account Determination for Special Cases10 Lesson: Adjusting Settings for Split Valuation

© Copyright. All rights reserved. v

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11 Unit 6: Purchasing

11 Lesson: Creating Document Types in Purchasing11 Lesson: Using Document Types in Purchasing11 Lesson: Adjusting the Screen Layout of Purchasing Documents11 Lesson: Creating Account Assignment Categories11 Lesson: Defining Text Types and Text Adoption11 Lesson: Specifying Texts for Output Processing12 Lesson: Controlling the Output of Messages in Purchasing12 Lesson: Using Condition Technique for Message Determination12 Lesson: Explaining the SAP S/4 HANA Output Management

13 Unit 7: Inventory Management

13 Lesson: Adjusting Settings for Material and Accounting Documents13 Lesson: Adjusting Settings for Goods Movements13 Lesson: Adjusting the Output of Messages in Inventory Management

vi © Copyright. All rights reserved.

Page 7: Cross-Functional Customizing in Materials Management

Course Overview

TARGET AUDIENCEThis course is intended for the following audiences:

● Application Consultant

● Super / Key / Power User

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viii © Copyright. All rights reserved.

Page 9: Cross-Functional Customizing in Materials Management

UNIT 1 Solution Manager and Customizing Projects

Lesson 1: Defining Customizing ProjectsLesson ObjectivesAfter completing this lesson, you will be able to:

● Define a Customizing project

© Copyright. All rights reserved. 1

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Unit 1: Solution Manager and Customizing Projects

2 © Copyright. All rights reserved.

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UNIT 2 General Settings

Lesson 1: Checking Countries and CurrenciesLesson ObjectivesAfter completing this lesson, you will be able to:

● Define countries and currencies

Lesson 2: Defining Units of MeasurementLesson ObjectivesAfter completing this lesson, you will be able to:

● Define a unit of measurement

Lesson 3: Setting Up a Factory CalendarLesson ObjectivesAfter completing this lesson, you will be able to:

● Set up a factory calendar

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Unit 2: General Settings

4 © Copyright. All rights reserved.

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UNIT 3 Organizational Units

Lesson 1: Defining Organizational Units in Materials ManagementLesson ObjectivesAfter completing this lesson, you will be able to:

● Define organizational units in accounting and purchasing

Lesson 2: Defining and Assigning PlantsLesson ObjectivesAfter completing this lesson, you will be able to:

● Define and assign plants

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Unit 3: Organizational Units

6 © Copyright. All rights reserved.

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UNIT 4 Master Data

Lesson 1: Setting Up Material Master RecordsLesson ObjectivesAfter completing this lesson, you will be able to:

● Define basic settings for material master records

Lesson 2: Creating Material TypesLesson ObjectivesAfter completing this lesson, you will be able to:

● Create material types

Lesson 3: Setting Up Field Selection for Material Master RecordsLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure field selection for material master records

Lesson 4: Defining Field References for Material Master RecordsLesson ObjectivesAfter completing this lesson, you will be able to:

● Define field references for material master records

Lesson 5: Configuring the Material MasterLesson ObjectivesAfter completing this lesson, you will be able to:

● Configure the material master

Lesson 6: Defining Settings for Business PartnersLesson Objectives

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After completing this lesson, you will be able to:

● Define settings for vendor master records

Unit 4: Master Data

8 © Copyright. All rights reserved.

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UNIT 5 Valuation and Account Assignment

Lesson 1: Describing Automatic Account DeterminationLesson ObjectivesAfter completing this lesson, you will be able to:

● Introduce automatic account determination

Lesson 2: Determining the Relevance of Company Codes and Valuation AreasLesson ObjectivesAfter completing this lesson, you will be able to:

● Determine the relevance of company codes and valuation areas

Lesson 3: Creating Valuation Classes and Account Category ReferencesLesson ObjectivesAfter completing this lesson, you will be able to:

● Create valuation classes and account category references

Lesson 4: Setting Up Account Determination for Specific TransactionsLesson ObjectivesAfter completing this lesson, you will be able to:

● Set up account determination for specific transactions

Lesson 5: Subdividing a Transaction with the Account Grouping CodeLesson ObjectivesAfter completing this lesson, you will be able to:

● subdivide a transaction with the account grouping code

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Lesson 6: Adjusting Account Determination for Special CasesLesson ObjectivesAfter completing this lesson, you will be able to:

● Adjust account determination for special cases

Lesson 7: Adjusting Settings for Split ValuationLesson ObjectivesAfter completing this lesson, you will be able to:

● Adjust the settings for split valuation

Unit 5: Valuation and Account Assignment

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UNIT 6 Purchasing

Lesson 1: Creating Document Types in PurchasingLesson ObjectivesAfter completing this lesson, you will be able to:

● Create document types in Purchasing

Lesson 2: Using Document Types in PurchasingLesson ObjectivesAfter completing this lesson, you will be able to:

● Use document types in Purchasing

Lesson 3: Adjusting the Screen Layout of Purchasing DocumentsLesson ObjectivesAfter completing this lesson, you will be able to:

● Adjust the screen layout of purchasing documents

Lesson 4: Creating Account Assignment CategoriesLesson ObjectivesAfter completing this lesson, you will be able to:

● Create account assignment categories

Lesson 5: Defining Text Types and Text AdoptionLesson ObjectivesAfter completing this lesson, you will be able to:

● Define text types and text adoption

Lesson 6: Specifying Texts for Output ProcessingLesson Objectives

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After completing this lesson, you will be able to:

● Specify texts for output processing

Lesson 7: Controlling the Output of Messages in PurchasingLesson ObjectivesAfter completing this lesson, you will be able to:

● Adjust message determination and output control

Lesson 8: Using Condition Technique for Message DeterminationLesson ObjectivesAfter completing this lesson, you will be able to:

● Use condition technique for message determination

Lesson 9: Explaining the SAP S/4 HANA Output ManagementLesson ObjectivesAfter completing this lesson, you will be able to:

● Explain SAP S/4HANA output management

Unit 6: Purchasing

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UNIT 7 Inventory Management

Lesson 1: Adjusting Settings for Material and Accounting DocumentsLesson ObjectivesAfter completing this lesson, you will be able to:

● Adjust settings for material and accounting documents

Lesson 2: Adjusting Settings for Goods MovementsLesson ObjectivesAfter completing this lesson, you will be able to:

● Adjust settings for goods movements

Lesson 3: Adjusting the Output of Messages in Inventory ManagementLesson ObjectivesAfter completing this lesson, you will be able to:

● Adjust the output of messages in Inventory Management

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