mm configuration mandhana

8/11/2019 MM Configuration Mandhana

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Material Management Configuration Document

Copyright NovelERP Pvt. Ltd

All Rights Reserved & For Internal Use Only

Softcopy: MIL MM- Configration!"OC

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Mandhana Industries Ltd.

MM Configuration Document


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Table of Contents

1.CONFIGURATION HAND BOOK OBJECTIVE......................................................................1-4

2. CONFIGURATION RERE!UI"ITE".................................................................................#-4

3.CONFIGURATION DOCU$ENTATION...............................................................................%-&

4.ENTERRI"E "TRUCTURE DEFINITION...........................................................................4-&

4.1 DEFINEVALUATIONLEVEL................................................................................................................ 4-54.2 DEFINE,COPY,DELETE,CHECKPLANT..................................................................................................4-74.3 ASSIGNPLANTTOCOMPANYCODE...................................................................................................4-124.4 MAINTAINPURCHASINGORGANIZATION.............................................................................................4-144.5 ASSIGNPUCHASEORGTOCOMPANYCODE........................................................................................ 4-154. ASSIGNPURCHASEORGANISATIONTOPLANT......................................................................................4-16

4.! MAINTAINSTORAGELOCATION.........................................................................................................4-14.! UNITOFMEASUREMENT................................................................................................................. 4-21

&. URCHA"ING...........................................................................................................4-#%

5.! DEFINEACCOUNTGROUPFORVENDOR.............................................................................................4-2"5.1# DEFINENUM$ERRANGEFORVENDORACCOUNTS................................................................................4-245.11 ASSIGNRANGETOVENDORACCOUNT................................................................................................4-265.12 DEFININGPERMISSI$LEPARTNERROLESPERACCOUNTGROUP..............................................................4-25.13 DEFININGPARTNERSCHEMAS................................................................................................................4-"#5.14 ASSIGININGPARTNERSCHEMASTOVENDORGROUP............................................................................4-"25.15 CREATEPURCHASINGGROUP...........................................................................................................4-""

'. URCHA"ING...........................................................................................................4-%&

6.! DEFINEDOCUMENTTYPEFORPURCHASERE%USITION..........................................................................4-"56.1# MAINTAINNUM$ERRANGE............................................................................................................. 4-"76.11 DEFINERELEASEPROCEDUREFORPURCHASERE%UISITION...................................................................4-"6.12 DEFINEDOCUMENTTYPESFORPURCHASEORDER...............................................................................4-4#6.1" MAINTAINNUM$ERRANGE............................................................................................................. 4-426.14 DEFINESCREENLAYOUTAT DOCUMENTLEVEL....................................................................................4-426.15 DEFINERELEASEPROCEDUREFORPURCHASEORDER...........................................................................4-456.16 DEFINE CONDITIONTYPE...............................................................................................................4-476.17 DEFINESCHEMAGROUP................................................................................................................4-4!6.1 DEFINETRANSACTIONEVENTKEYS...................................................................................................4-516.1! DEFINECALCULATIONSCHEMA........................................................................................................ 4-5"6.2# DETERMINATIONCALCULATIONSCHEMA..............................................................................................4-566.21 STOCKTRANSPORTORDER.............................................................................................................4-5

6.22 DEFINESHIPPINGDATAFORPLANT..................................................................................................4-5!6.2" ASSIGINGDELIVERYTYPEANDCHECKINGRULE...................................................................................4-6#

(. )OGI"TIC GENERA)..................................................................................................4-'#

7.1 DEFINEATTRI$UTEOF MATERIALTYPE............................................................................................4-627.2 DEFINENUM$ERRANGEFOREACHMATERIALTYPE.............................................................................4-647." DEFINEMATERIALGROUP...............................................................................................................4-65

* INVENTOR+ $ANAGE$ENT.......................................................................................4-'(

.1 PLANTPARAMETER........................................................................................................................4-67.2 DEFINENUM$ERASSIGNMENTFOR MATERIAL ANDPHYSICALDOCUMENT..................................................4-6




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." SETTINGFOREN&OYTRANSACTION....................................................................................................4-7#.4 DEFINEACCOUNTGROUPINGFORMOVEMENTTYPE..............................................................................4-71

, TA ON URCHA"E..................................................................................................4-(%

!.1 DEFINETA'PROCEDURE.................................................................................................................... 4-7"!.2 DEFINECONDITIONTYPE................................................................................................................4-76!." ASSIGNCOUNTRYTOCALCULATIONPROCEDURE.................................................................................. 4-77

!.4 DEFINEACCOUNTKEYS................................................................................................................. 4-7

1 VA)UATION AND ACCOUNT A""IGN$ENT...............................................................4-*

1#.2 DEFINEVALUATIONCONTROL..........................................................................................................4-#1#." GROUPTOGETHERVALUATIONAREAS................................................................................................4-11#.4 DEFINEVALAUTIONCLASSESANDACCOUNTCATEGORYREFERENCE.......................................................4-21#.5 CONFIGUREAUTOMATICPOSTING.....................................................................................................4-"1#.6 VERSIONMANAGEMENT................................................................................................................. 4-41#.7 DEFINEREASONFORCHANGES........................................................................................................4-51#. OUTPUTCONTROLL.......................................................................................................................4-6




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MM CONFIGURAION DOCUM!N

3.Configuration 'ocu#entation

4.Enterpri!e (tructure 'efinition

4.1 'efine )aluation Level

Modle: MM-Material Manage(ent

Area: +nterprise Strctre

"escription: "efine #alation Level

.avigate: +nterprise Strctre"efinitionLogisticsgeneral'efine )aluation Level

"irect access: O/$0

Configred 1y: Sachin 2adhav

"ate: Fe1 3%$3

Configuration

(tep!*

$! Clic4 the #alation area is a *lant3! Save it

+ey ,ield )alue - nput 'e!cription*Co(pany5$%%%6

$%%% - Mandhana Indstries7rop

8ere 'e specify the level at 'hich (aterial stoc4s are valated!"epending on the valation level chosen acconting data 5inparticlar the valation price6 is (aintained for each plant or foreach co(pany code in the (aterial (aster record!If (aterial stoc4s are valated at co(pany code level all plantstoc4s of a (aterial are (anaged in a 9oint stoc4 accont for eachco(pany code!If (aterial stoc4s are valated at plant level the (aterial stoc4sfor each plant can 1e (anaged in different acconts! e candefine a separate accont deter(ination for each plant!

Co##ent!*Se)ence ransport .o! "escription:

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4.2 'efine /Copy/'elete/Check Plant

Modle: MM-MA+RIAL MA.A7+M+.


"escription: "efine Co(pany Code

.avigate: +nterprise Strctre "efinition Logistics general 'efine/ copy/ delete/ check plant"irect access: S*RO

Configred 1y: SAC8I. 2A"8A#

"ate: "ece(1er 3%$$

Configuration(tep!*

$! "o1le Clic4 on the Activity Copy "elete Chec4 *lant3! Clic4 on =Copy org!o19ect> fnction5second icon fro( left6?! hen select the *alnt into =Fro( *lant code> field0! +nter the target *lant into =o *lant> field@! Contine till the copy fnction is over!

+ey ,ield )alue - nput 'e!cription**LA.5+R;S6

$%%$ Mandhana M(1ai 8ead Office$%%3 Mandhana Innovation Centre3%%$ Mandhana eaving 8ose3%%3 Mandhana eaving 8ose3%%? Mandhana "yeing arapr3%%0 Mandhana "yeing Unit II3%%@ Mandhana 7ar(ent arapr?%%$ Mandhana Indstries LRU.I$?%%3 Mandhana Indstries LRU.I3?%%? Mandhana Indstries LRU.I??%%0 Mandhana Indstries LRU.I0?%%@ Mandhana Indstries LR 8@%%$ Mandhana Retail arehose@%%3 %Mandhana Retail Otlet Lin4ing@%%? Mandhana Retail Otlet 7hat4op@%%0 Mandhana Retail Otlet hane@%%@ Mandhana Retail Otlet 0

As a part of the Logistics OrganiBational Strctre *lants aredefined in SA*! he =*lant> is an operating area or a 1ranch or alocation 'ithin a co(pany! +ach *lant is assigned to a singleco(pany code! A co(pany code can have several *lants!


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he *lant codes are created copying fro( the reference *lant te(plate

N()*+ R/+0 + C3+




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4.3 &!!ign Plant to Co#pany Code

Modle: MM-Material Manage(ent

Area: +nterprise Strctre"escription: Assign(ent

.avigate: +nterprise StrctreAssign(entLogistics general &!!ign Plant to Co#pany Code

"irect access: O/$E


"ate: "ec 3%$$

Configuration(tep!*

$! Clic4 the ne' entry 1tton3! Fill the re)ired infor(ation?! Save it

+ey ,ield )alue - nput 'e!cription*Co(pany code $%%% $%%$-Mandhana M(1ai 8ead Office

$%%3-Mandhana Innovation Centre3%%$-Mandhana eaving 8ose3%%3-Mandhana eaving 8ose 5Shirti3%%?-Mandhana "yeing arapr3%%0- Mandhana "yeing Unit II3%%@- Mandhana 7ar(ent arapr?%%$-Mandhana Indstries LR U.I $?%%3-Mandhana Indstries LR U.I 3?%%?-Mandhana Indstries LR U.I ??%%0-Mandhana Indstries LR U.I 0?%%@-Mandhana Indstries LR 8@%%$-Mandhana Retail arehose@%%3-Mandhana Retail Otlet Lin4ing@%%?-Mandhana Retail Otlet 7hat4op@%%0-Mandhana Retail Otlet hane@%%@-Mandhana Retail Otlet 0

A *lant needs to 1e assigned to one of theCo(pany Codes the relation is al'ays one toone i!e! One *lant can 1e assigned to only oneco(pany code


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4.4 0aintain Purcha!ing Organi1ation



"escription: Maintain *rchase Orgnisation

.avigate: +nterprise Strctre"efinitionMaterials Manage(ent0aintain Purcha!ing Organi1ation

"irect access: OH%E


"ate: "ec 3%$$

Configuration(tep!*

$! Clic4 the ne' entry 1tton3! Fill the re)ired infor(ation?! Save it

+ey ,ield )alue - nput 'e!cription*

$%%%-MIL C+.RAL3%%%-M *UR?%%%-MI0%%%-MR *UR@%%%-M#R

$%%%-MIL C+.RAL3%%%-M *UR?%%%-MI0%%%-MR *UR@%%%-M#R

At this node 'e configre the *rchasing OrganiBation !he prchasingorganiBation is the highest level of aggregation 5after the organiBational nitclient6 for prchasing statistics!In case MA."8A.A Indstries single *rchase OrganiBation is created asnder


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4." &!!ign Pucha!e org to Co#pany Code



"escription: Assign of *rchase org to Co(pany code

.avigate: +nterprise Strctre Assign(entFinancial AccontingAssign Co(pany code toco(pany

"irect access: O/%$


"ate: "ece(1er 3%$$

Configuration(tep!*

2. &!!ign Purcha!ing Organi1ation to Co#pany Code!

+ey ,ield )alue - nput 'e!cription*$%%%-MIL C+.RAL

3%%%-M *UR?%%%-MI0%%%-MR *UR@%%%-M#R

$%%% G CO CO"+ In this step 'e assign prchasing organiBations to the Co(pany Codes for

'hich they are responsi1le!


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4.# &!!ign Purcha!e organi!ation to Plant



"escription: Assign(ent of Co(pany code to Credit Control Area

.avigate: +nterprise StrctreAssign(entLogistics general &!!ign Purcha!ing Organi1ation toPlant

"irect access: O/$J


"ate: F+ 3%$3

Configuration(tep!*

$! assign prchasing organiBations to the *lants

+ey ,ield )alue - nput 'e!cription*$%%%-MIL C+.RAL

3%%%-M *UR?%%%-MI0%%%-MR *UR@%%%-M#R

$%%%-$%%$

3%%%-$%%$?%%%-$%%$0%%%-$%%$@%%%-$%%$3%%%-3%%$3%%%-3%%33%%%-3%%?3%%%-3%%03%%%-3%%@

In this step 'e assign prchasing organiBations to the *lants for 'hich they

are responsi1le


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4.$ 0aintain (torage Location

Modle: MM-MA+RIAL MA.A7+M+.Area: +nterprise

"escription: Maintain Storage Location

.avigate: +nterprise Strctre"efinitionMaterials Manage(ent0aintain (torage Location

"irect access: O/%P3 P(


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6.$" (tock


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6.$$ 'efine (hipping 'ata for Plant


Area: *rchasing

"escription: "efine Shipping data for plant

.avigate: IM$ %&Materia' Management Purchasing Purchase (rder )et *+ )toc, -rans+ort (rderDefine )hi++ing Data or P'ant

"irect access: S*RO


"ate: Fe1 3%$$

Configuration(tep!*

+ey ,ield )alue - nput 'e!cription*Co(pany Code5U;RS6

As per screen shot! I 830 0+, B( )33 8+ 0833/ >=0 > 0


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6.$% &!!iging 'elivery type and Checking rule


Area: *rchasing

"escription: Assiging delivery ype and chec4 rle

.avigate: IM7 -DMaterial Manage(ent *rchasing *rchase Order Set Up Stoc4 ransportOrderAssign delivery type and chec4ing rle

"irect access: S*RO


"ate: Fe1 3%$3

Configuration(tep!*

+ey ,ield )alue - nput 'e!cription*As per screen shot!

In this step yo specify 'hich re)ire(ents and stoc4s are to

1e ta4en into accont in calclating availa1ility 1efore the stoc4transfer is affected!

In the case of (aterials that are to 1e transferred fro( one siteto another yo can carry ot an availa1ility chec4 to find ot'hether the re)ested )antity is actally availa1le in thespplying plant!

he prpose of this activity is to specify 'hether an S" deliveryis to 1e created in the case of a *O 'ith a certain co(1inationof spplying plant and doc(ent type.

Co##ent!*Se)ence ransport .o! "escription:"+#;


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7. Logi!tic :eneral

7." 'efine &ttribute Of 0aterial


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7.$ 'efine Nu#ber Range for each 0aterial


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8 nventory 0anage#ent

8." Plant Para#eter


Area: Inventory Mgt

"escription: "efine *LA. *ARAM++R

.avigate: I(ple(entation 7ide for R? Csto(iBing 5IM76Materials Manage(entInventory

Manage(ent and *hysical Inventory Plant Para#eter!

"irect access: S*RO


"ate: F+ 3%$3

Configuration(tep!*

+ey ,ield )alue - nput 'e!cription*In this step 'e (a4e the general plant settings for =InventoryManage(ent>! All settings are also contained in the individalsteps of the I(ple(entation 7ide for Inventory Manage(ent!

T If 'e have created a plant in the enterprise strctresing the Copy plant fnction 'e do not need to (a4e anysettings!T If 'e have created a plant (anally 'e have to createa ne' entry for the plant para(eters


Mandhana-MM




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8.$ 'efine nu#ber a!!ign#ent for #aterial and phy!ical docu#ent

Modle: MM-MA+RIAL MA.A7+M+.Area: Inventory

"escription: "efine .(1er assign(ent for acconting docc(ents

.avigate: I(ple(entation 7ide for R? Csto(iBing 5IM76Materials Manage(entInventory

Manage(ent and *hysical Inventory .(1er Assign(ent'efine Nu#ber &!!ign#ent for

&ccounting 'ocu#ent!

"irect access: OMA


"ate: "ece(1er 3%$$

Configuration

(tep!*

$! +nter re)ired doc(ent type3! +nter the re)ired n(1er range

?! Save it

+ey ,ield )alue - nput 'e!cription*In this step 'e set the n(1er ranges for the accontingdoc(ents 'hich are created 'hen goods (ove(ents orinventory differences are posted!

For acconting-relevant goods (ove(ents the syste( createst'o different doc(ents:T (aterial doc(entT acconting doc(ent




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oth the (aterial doc(ents and the acconting doc(entshave their o'n doc(ent n(1ers! hen inventory differencesare posted the syste( also creates an acconting doc(ent forthe physical inventory doc(ent!

In this step 'e only (aintain the n(1er assign(ent foracconting doc(ent!

Acconting doc(ents are split into doc(ent types to allo'differentiated doc(ent n(1er assign(ent 'hich is the 1asisfor distingishing 1et'een the varios acconting operations! An(1er range is assigned to each doc(ent type! In a co(panycode 'e have to define n(1er intervals for each n(1er rangeand fiscal year! In inventory (anage(ent the transactiondeter(ines 'hich doc(ent type is sed!


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8.% (etting for Enjoy tran!action


Area: Inventory

"escription: "efine *osting ;eys and *osting Rles for Manal an4 State(et

.avigate: I(ple(entation 7ide for R? Csto(iBing 5IM76 Materials Manage(ent Inventory

Manage(ent and *hysical Inventory Settings for +n9oy transactions Settings for 7oodsMove(ent,ield !election for 0:O

"irect access: OM2/


"ate: F+ 3%$3

Configuration(tep!*

+ey ,ield )alue - nput 'e!cription*In this step 'e (a4e the settings for FI+L" selection for

MI7O


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8.2 'efine account grouping for 0ove#ent type


Area: Inventory

"escription: "efine Accont 7roping For Move(ent ype

.avigate: IM$ %&Materia' Management %&/a'uation and 0ccount 0ssignment%&0ccount Determination%&0ccount Determination ithout iard%& Define 0ccount $rou+ing or Moement -+e.

"irect access: S*RO


"ate: U*"A+

Configuration(tep!*

+ey ,ield )alue - nput 'e!cription*$%$ ;S +;+K

Using this fnction yo can assign an accontgroping to (ove(ent types! he accont

groping is a finer s1division of thetransactionevent 4eys for the accontdeter(ination!

EAa#ple

"ring a goods (ove(ent the offsettingentry for the inventory posting 5transaction76 can 1e (ade to different accontsdepending on the (ove(ent type:

Move(ent type Accont groping Accont




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@,$ Init! entry of stoc4 1al! SA3%$ 7I for cost center #R

Co##ent!*

Se)ence ransport .o! "escription:"+#;


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S+=+ 8+ 0


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4.$ 'efine condition


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4.% &!!ign country to Calculation procedure


Area: Fico

"escription: "efine Condition ype

.avigate: I(ple(entation 7ide for R? Csto(iBing 5IM76 Financial Acconting 5.e'6 Financial

Acconting 7lo1al Settings 5.e'6 aH on Sales*rchasesasic Setting &!!ign country to

Calculation Procedure

"irect access: O7Configred 1y: SAC8I. 2A"8A#

"ate: Fe1 3%$3

Configuration(tep!*

0! Clic4 on .e' entries@! +nter re)ired details,! Save it

+ey ,ield )alue - nput 'e!cription*I.$2#R"

I.$-CS S+ OFF2#R"- #A S+ OFF Q

I 830 0+ 9+ 8:+ +;+ 8+ T+0 3


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Calculation type*"efines natre of condition nit i!e! A(onttype *ercentage ty etc

Condition Category : e!g! *ac4aging Cost aH "eliveryCosts5re)iring eHtra vendor at condition level6

&cce!! (euence : Allo's condition records to 1e (aintained

Header Condition : Allo's sage at 8eader level of*rchasing doc(ent

&ccrual! : Ma4es a condition irrelevant to net price calclationi!e! eHclded fro( taH 1ase

Se)ence ransport .o! "escription:

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Area: Fico

"escription: "efine aH Acconts

.avigate: I(ple(entation 7ide for R? Csto(iBing 5IM76 Financial Acconting 5.e'6 Financial

Acconting 7lo1al Settings 5.e'6 aH on Sales*rchases*osting 'efine


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"3 )aluation and &ccount &!!ign#ent

"3.$ 'efine )aluation ControlModle: MM-MA+RIAL MA.A7+M+.

Area: Material Manage(ent


.avigate: I(ple(entation 7ide for R? Csto(iBing 5IM76 Materials Manage(ent #alation and

Accont Assign(entAccont "eter(inationAccont "eter(ination ithot 'iBard 'efine

)aluation Control"irect access: OMM


"ate: Fe1 3%$3

Configuration(tep!*


For accont deter(ination yo can grop together valationareas 1y activating the valation groping code!

Se)ence ransport .o! "escription:MA."8A.A-MM




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"3.% :roup together valuation area!





Accont Assign(entAccont "eter(inationAccont "eter(ination ithot 'iBard :roup


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"3.2 'efine )alaution Cla!!e! and &ccount Category Reference



"escription: "efine #alation classes and accont category ref!


Accont Assign(entAccont "eter(inationAccont "eter(ination ithot 'iBard :roup


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"3.5 Configure &uto#atic Po!ting



"escription: "efine #alation classes and accont category ref!


Accont Assign(ent Accont "eter(ination Accont "eter(ination ithot 'iBard

Configure &uto#atic Po!ting!

"irect access: OKC





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"ate: Fe1 3%$3

Configuration(tep!*


In this step yo enter the syste( settings for InventoryManage(ent and Invoice #erification transactions forato(atic postings to 7L acconts


"3.6 )er!ion 0anage#ent


Area: MM"escription: #ersion Manage(ent

.avigate: IM$ %&Materia' Management %&Purchasing %&/ersion Management%& )et *+ /ersion Managementor ;terna' Purchasing Document

"irect access: S*RO


"ate:

Configuration(tep!*




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In this step yo set p the version (anage(ent facility foreHternal prchasing doc(ents


"3.7 'efine Rea!on for change!


Area: MM

"escription: "efine Reason For Change

.avigate: IM$ %&Materia' Management %&Purchasing %&/ersion Management%& Define


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+ey ,ield )alue - nput 'e!cription*MIL$MIL3MIL?

MIL$ *rice chec4MIL3 antity Mis(atch

MIL? 'rong +ntry

In this step yo can define the reasons for changes tore)isitions and eHternal prchasing doc(ents !

Se)ence ransport .o! "escription:U*"A+ MA."8A.A-MM

"3.8 Output Controll


Area: MM

"escription: Otpt Control

.avigate: IM$ %&Materia' Management %&Purchasing %& (ut+ut Contro' %&Message -+e%&Define Message-+e or Purchase (rder

"irect access: )P


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+ey ,ield )alue - nput 'e!cription*=>;*

In this step yo define the (essage types for*rchase Order!

In the SA* Syste( the (essage type denotesdifferent 4inds of (essage 5in *rchasing (ainlyco((nications sent to vendors sch asprchase orders order ac4no'ledg(ents andeHpediters6

Si(ilarly yo can define Message type for *rchase OrderContract and Schedling Agree(ent!

Se)ence ransport .o! "escription:U*"A+ MA."8A.A-MM

mm configuration mandhana

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