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    SAP-Handling Unitmanagement (HUM)

    Document is useful for SAP MM/WM/SDConsultants

    G.V.SHIVAKKUMAR6/16/2012

    Venkatesansivakumar@yah .! .in

    G. .SH! A""UMA#

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    Han"#in$ Unit mana$ement %HUM&

    ! ,a'e used t,e Diagrams in Document !ntro . #eason..! ,o&e it is useful for a &erson ,en ,e is a 0rsttime #eader/ learner in HUM.

    'vervie( ) Han"#in$ Unit mana$ement %HUM& $,e term HU (Handling Unit) is t,e goods &ac*ing information used in t,e #P ogisticsarea 1eing a'aila1le for setting under ogistics General in SAP #P im&lementationguide. Alt,oug, it as 0rstl% de'elo&ed to sim&le &ac*ing in t,e deli'er% area it ,asde'elo&ed and t,en ot,er functionalities ,a'e 1een made a'aila1le li*e t,e in'entor%goods for &ac*ed stored material ,ic, is called HU managed storage location. $,e,andling units functionalities are found in t,e o n HU transactions2 deli'er% transactions2WM (Ware,ouse Management) and WM ( 3tended Ware,ouse Management)transactions (t,ere is also t,e &ac*ing &ro&osal in t,e Sales 4rder).

    HU 'vervie( $,e SAP #P s%stem sees a ,andling unit as a &,%sical unit t,at consists of t,e&ac*aging materials (load carrier / &ac*aging material) and its goods. A ,andling unit is acom1ination of materials and &ac*aging materials. All t,e information contained in t,e

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    material items2 suc, as 1atc,es and serial num1ers2 is a'aila1le 1% a% of t,e ,andlingunits.

    $,e ,andling unit in a non HU Storage ocation di6erentl% from ,andling unit in HU

    Storage ocation means t,at t,ere is no control o'er t,e &ac*ed units2 in ot,er ords t,es%stem does not control t,e in'entor%. !t is mostl% used t,ere no need to *ee& &ac*ed7uantit% in-,ouse 1ut onl% t,e need for s,i&&ing t,e goods ra&&ed in &ac*ages2 t,e,andling units are t,en &ac*ed at t,e deli'er% area (it can ,a'e &ac*ing under ot,er&ac*ing ,ic, is called nested ,andling unit).

    $,e ,andling unit in a HU Storage location means t,at t,ere is control o'er t,e &ac*edunits2 in ot,er ords t,e s%stem controls t,e in'entor%. !t is mostl% used ,en goods arestored in a &ac*ed material li*e cartons2 &allets2 etc. $,e ,andling units can 1e nestedand t,e HU transactions allo t,e un&ac*ing and &ac*ing acti'ities as ell as mo'ing t,eHU from one area to anot,er.

    $,e ,andling units can 1e &ro&osed in a sales order and determined on t,e deli'er%creation. $,e ,andling units can 1e also staged using Ware,ouse Management in &rocessmanufacturing.

    Han"#in$ Units in *r "u!ti n 'r"ers *ur+ se

    !n t,e area of &roduction orders %ou can use ,andling units (HUs) in t,e follo ing cases8

    9Goods issues for t,e it,dra al of com&onents. :or &roduction orders it, man%com&onents %ou can ma*e t,e logistical &rocesses considera1l% sim&ler. ;ou canit,dra com&onents t,at are alread% 1eing managed in HUs or 0rst create t,e HU,en t,e com&onents are &ic*ed.

    9Goods recei&ts for materials &roduced. !f %ou use ma*e-to-stoc* &roduction %ou can,andle &artial 7uantities of stoc* indi'iduall% it, di6erentl% &ac*aged ,andling units(for e3am&le8 &ac*aging 'ariations for di6erent customer grou&s). Using ,andling units

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    Han"#in$ Unit mana$ement %HUM&

    ser'es to o&timi=e logistical &rocesses and does not in>uence t,e >o of ca&ital in anorgani=ation. $,is means t,at all goods mo'ements continue to 1e &osted to t,erele'ant &roduction orders. !f %ou use ,andling units2 t,e% o6er %ou t,e follo ingad'antages8 9Carr%ing out goods mo'ements is made sim&ler. 9Material >o s 1ecomeclearer and can 1e monitored or traced more easil%. 9Products can 1e indi'iduall%&ac*aged2 e'en in ma*e-to-stoc* &roduction.

    Han"#in$ Units in Invent ry Mana$ement Use !f%ou use t,e !n'entor% Management (MM-!M) com&onent2 %ou can use !n'entor%Management functions for goods mo'ements in'ol'ing ,andling units. $,e follo inggoods mo'ements are su&&orted8

    9Goods recei&ts

    9Goods issues

    9$ransfer &ostings

    9Stoc* transfers

    W,en %ou &ost a goods mo'ement in a storage location t,at is su1?ect to ,andling unit

    management2 t,e s%stem creates a deli'er%. !t does not create a material document. $,egoods issue is not 'aluated until t,e deli'er% is &osted in S,i&&ing (also refer to Goods!ssue). Prere7uisites8-Setting U& and Cancelling t,e HU #e7uirement in a Storageocation. $o set u& or cancel t,e ,andling unit re7uirement in a storage location2 all t,estoc*s in t,e storage location ,a'e to 1e &osted out2 so t,at t,e stoc* 1alances are =erofor all materials. $,is also a&&lies to s&ecial stoc*s t,at are managed at storage locationle'el. After t,e ,andling unit re7uirement is c,anged2 %ou can re-&ost t,e stoc*s to t,estorage location. ;ou can de0ne t,e ,andling unit re7uirement in Customi=ing forHandling Unit Management2 in t,e ste& HU #e7uirement for Storage ocations andDefault alues for Deli'eries.

    Creating a Deli'er% 8-$o create a deli'er% in t,e S,i&&ing ( -SHP) a&&licationcom&onent2 t,e follo ing data must 1e maintained in t,e #/5 S%stem (also refer toCreating 4ut1ound Deli'eries)8

    9Plant data (sales organi=ation2 distri1ution c,annel2 s,i&&ing &oint2 and di'ision)

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    9$,e sales and distri1ution data in t,e material master record

    9$,e Customer 0eld in t,e central 'endor master record2 as t,e 'endor for s,i&&ing is

    also t,e customer

    ;ou can de0ne t,e re7uired &lant data in Customi=ing for Handling Unit Management2 int,e ste& HU #e7uirement for Storage ocations and Default alues for Deli'eries.

    :eatures

    ;ou can use all t,e functions of !n'entor% Management2 it, t,e e3ce&tion of t,efollo ing8

    9P,%sical in'entor% in !n'entor% Management does not su&&ort Handling UnitManagement.

    9W,en goods are recei'ed for a &urc,ase order2 %ou cannot su1se7uentl% enter a freig,t'endor t,at is di6erent from t,e 'endor. ;ou can onl% enter a di6erent freig,t 'endor 1%c,anging t,e rele'ant &urc,ase order.

    9W,en goods are recei'ed for a &urc,ase order2 %ou cannot create a &urc,ase order

    automaticall%2 as goods mo'ements in a storage location it, ,andling unit re7uirementare carried out using deli'eries.

    9;ou cannot &ost a goods recei&t it, reference to an in1ound deli'er%.

    9$,e A B functionalit% is not su&&orted.

    9Handling Unit Management is onl% su&&orted for s&ecial stoc*s if t,e s&ecial stoc*s aremanaged at storage location le'el.

    Partner Storage ocation for Stoc* $ransfers

    !f2 in a storage location t,at is su1?ect to ,andling unit management2 %ou ant toincrease or decrease t,e stoc* of a ,andling unit 1% transferring stoc*2 %ou can de0neanot,er storage location as a &artner storage location. $,e s%stem t,en suggests t,is

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    &artner storage location an% time %ou do not enter an% ot,er storage location. ;oucon0gure t,is in Customi=ing for Handling Unit Management2 in t,e ste& HU #e7uirementfor Storage ocations and Default alues for Deli'eries.

    41?ect #eference for Handling Units8- it is useful for are,ouse &erson to !dentif% ,eret,e HU is used currentl% and to a'oid t,e &rocess errors. We can see t,e 41?ectreference in HU Monitor.

    HU ,A- ,

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    HU in M i#e ata ntry I have ! vere" the in) rmati n in My ear#ier " !ument SA* 3M R4evi!e mana$ement.

    In un" ) materia# (ith ut HU

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    In un" ) materia# (ith HU

    IM (ith 3M

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    Han"#in$ Unit mana$ement %HUM&

    Many +e +#e aske" (hat is HUM 5 SUM an"(here it is use"..

    $,e 1asic di6erence 1/n HUM and SUM is t,at2 HUM is a com1ination of Goods and Pac*ingMaterial and it is mainl% used for trac*ing &ur&ose. W,ereas ,en it comes to SUM2 its not,ing1ut &alletisation of t,e materials. $,e &rimar% function of SUM is to e6ecti'e use are,ousecom&le3 and gi'es greater >e3i1ilit% in terms of ,andling goods mo'ement and storing goodsinside t,e are,ouse. :or %our clear understanding SUM is a su1di'ision of storage in ,ere stoc*s are stored it, SUnum1er rat,er in 7uant num1er. $,e anot,er ad'antage of SUM is2 e can maintain t o or moredi6erent 7uants inside a SU. ot, SUM and HUM s,ares same identi0cation num1er2 ,ereas SUM features limited it,in t,eare,ouse2 and HUM ,as its role outside t,e WMS.HU is 1asicall% a material(s) ,ic, can 1e &ac*ed using &ac*ing material(s).SU is de0ned for t,e &ur&ose of ,andling and storing t,e material in Ware,ouse. %ou can ,a'efull &allet2 ,alf &allet or &allets of di6erent si=es and ca&acities.:ollo ing are t,e di6erences i can t,in* of. - HU is at !M le'el and Pallet is used for SUs at WM le'el.- HU mgmt is acti'ated at Storage location le'el ,ile SU mgmt acti'ated at Storage t%&e le'el.- HUs e3ists outside %our organi=ation (uni7ue SSCC nos) ,ile SUs are it,in t,e org2s&eci0call% at WM le'el.

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    - ;ou can ,a'e HU mgmt it,out SU mgmt or 'ice-'ersa.- W,en a HU is &ut a a% in are,ouse2 it is &ut a a% as SU. S%stem automaticall% assigns t,e SUnum1er same as HU. ;ou can also or* it, SUs alone it,out HU mgmt2 in ,ic, case2 %ou,a'e to 1e 'er% careful ,ile de0ning t,e num1er ranges for t,ese t o. ! suggest %ou searc,

    forum for furt,er details. Handling unit management can 1e used it, or it,out WMS. ut ,en %ou ,a'e WMS in &lace%ou need SUM to &rocess ,andling units.

    SUM

    1. SUM !an e ! ntr ##e" ) r ea!h st ra$e ty+e an" a## (s y u thr u$h the use) Sus t mana$e materia# 7uantities ) r ea!h ! ntainer r +a##et as a se#)! ntaine" unit (ithin a st ra$e ty+e.

    2. 8ertain st ra$e )un!ti ns su!h as mi9e" st ra$e ! ntr #: rem va# )r mst ra$e )un!ti ns in u#k st ra$e : r !a+a!ity !he!ks re7uires use ) SUM in

    the (areh use as +rere7uisite. SUM a!tivate" ) r ) ## (in$ reas ns 1. M vement ) mi9e" +a##ets as a sin$#e unit (ithin the (areh use.

    2. I"enti;!ati n 5 mana$ement ) materia#s usin$ st ra$e unit num ersassi$ne" interna##y r e9terna##y.

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    8 m+aris n et(een an HU 5 SU

    B ( (e !an see the Han"#in$ unit mana$ementin etai#e" s!reen sh t C (. A#s I am ! verin$IM 3M s! +e ) HU an" n t $iven ** re#ate"

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    HU sta$in$: DM re#ate" t +i!s. It re7uires*r !ess (a#k thr u$h ) r Ra( materia# C (

    )r m 3M t ** an" a!k t 3M as 4G materia#5 DM Ins+e!ti n e) re +#a!in$ int3areh use. S I have n t use" the ste+s. his" !ument is +ure Han"#in$ unit mana$ement+r !ess (ithin IM 5 3M.

    SA* HU 8ust miEin$ $,e settings for ,andling unit are relati'el% sim&le and ?ust ta*e fe ste&s2 t,e demandfor furt,er use in HU li*e com1ination it, are,ouse 2 &ic*ing-HU2 HU determination oralso aggregated functionalities increase t,e com&le3it% le'el accordingl%. asicall% t,enecessar% conditions is to set a &ac*aging material t%&e and a material grou& for&ac*ing and ,a'e it assigned to material of t,e &ac*ing t%&e. Some furt,er minor settingand an% &ac*a1le material can 1e &ac*ed in it2 detailed information is a'aila1le increating a &ac*ing material i*i &age.

    HU Structure

    $,e "P ta1le (Handling Unit - Header $a1le) is t,e one ,ic, contain t,e identi0cationand main o'erall information of t,e HU2 t,e details is found in t,e item le'el2 t,ere are int,e ta1le 1esides t,e ones s,o n in t,e &icture 1elo t,e 0elds related to status2 ,ic,document t,e HU is assigned and document num1er ,ic, HU is assigned2 t,ose 0eldsare 'er% im&ortant to determine t,e current status of t,e HU.

    $,e P4 ta1le (Pac*ing8 Handling Unit !tem (Contents)) is t,e one ,ic, contain t,et,at ,as eit,er material or &ac* information (in case of a nested HU e3ists)2 it is t,e itemle'el. All t,e HU must 1e com&rised of Header I !tem le'els.

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    http://wiki.sdn.sap.com/wiki/x/wICtEhttp://wiki.sdn.sap.com/wiki/x/wICtE
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    HU 8reati n n HU Mana$e" St ra$e , !ati nste& 1% ste& information of t,e instructions for one of t,e HU02 functionalit% ,ic,&erforms t,e &ac*ing identi0cation storing a certain 7uantit% of a certain material as ane3am&le for HU managed location . !t ,as screens,ot used in t,is e3am&le as ell as,%&erlin*s to ot,er forms of HU creation.

    HU !reati n summary!n t,is case t,e HU is created in #P logistics directl% in case ,ere t,e &ac*ing occurs1efore t,e deli'er% ta*es &laceJ in t,is case it occurs on a HU managed storagelocation ,ence t,e in'entor% of t,e HU is ta*en &lace in MM IV G4 (storage locationin'entor% le'el). !t can 1e done it, onl% one transaction and it is re7uired to ,a'e &re-settings li*e material &ac*age created and storage location set as HUM and its &artnerlocation &re-de0ned.

    !nstructions

    $,e e3am&le 1elo loo*s li*e 'er% similar to t,e one for non HUM storage location. $,edi6erence is to 0ll t,e &artner storage location into storage location 0eld and t,en 0ll t,eHUM storage location into destination storage location 0eld. $,en a 5BB materialmo'ement is &erformed ,en it is sa'ed.

    Go to transaction HU02B. Go to ta1 KPac* materialLJ. nter &ac*aging material on t,e to& section of t,e screen under t,e column

    KPackaging Materials LJ

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    5. Press enter and a HU num er is automaticall% generated and can 1e seen undert,e K Handling Unit L columnJ

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    Han"#in$ Unit !reati n in a n n HU mana$e"# !ati nste& 1% ste& information of t,e instructions for one of t,e HU02 functionalit% ,ic,&erforms t,e &ac*ing identi0cation storing a certain 7uantit% of a certain material as ane3am&le for non-managed HU location . !t ,as screens,ot used in t,is e3am&le as ellas ,%&erlin*s to ot,er forms of HU creation.

    HU !reati n summary

    !n t,is case t,e HU is created in #P logistics directl% in case ,ere t,e &ac*ing occurs1efore t,e deli'er% ta*es &lace2 in t,is case it occurs on a non-HU managed storagelocation ,ence t,e in'entor% of t,e HU is not ta*en &lace in MM IV G4 (storage locationin'entor% le'el)2 it ould onl% 1e &art of in'entor% if storage location is set to HUmanaged one. !t can 1e done it, onl% one transaction and it is re7uired to ,a'e some&re-settings li*e material &ac*age alread% created.

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    !nstructions

    $,e e3am&le 1elo as done after some 1asic settings on t,e material and its &ac*agematerial for t,at &lant and storage location.

    Go to transaction HU02B. Go to ta1 KPac* materialLJ. nter &ac*aging material on t,e to& section of t,e screen under t,e column

    KPackaging Materials LJ

    5. Press enter and a HU num er is automaticall% generated and can 1e seen undert,e K Handling Unit L columnJ

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    HU 8reati n n HU an" 3M Mana$e" St ra$e, !ati nste& 1% ste& information of t,e instructions for one of t,e HU02 functionalit% ,ic,&erforms t,e &ac*ing identi0cation storing a certain 7uantit% of a certain material as ane3am&le for HU managed location . !t ,as screens,ot used in t,is e3am&le as ell as,%&erlin*s to ot,er forms of HU creation.

    HU !reati n summary!n t,is case t,e HU is created in #P logistics directl% in case ,ere t,e &ac*ing occurs1efore t,e deli'er% ta*es &lace2 in t,is case it occurs on a HU managed storagelocation (ith 3areh use ,ence t,e in'entor% of t,e HU is ta*en &lace in MM IV G4 (storage location in'entor% le'el) and Ware,ouse le'el. !t can 1e done it, onl% one

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    transaction and it is re7uired to ,a'e &re-settings li*e material &ac*age created andstorage location set as HUM and its &artner location &re-de0ned.

    !nstructions $,e e3am&le 1elo loo*s li*e 'er% similar to t,e one for HUM storage location. !t is ?ustre7uired t,at 0nal HUM storage location is also WM managed. $,e are,ouse detailsa1out ,ere stoc* as &laced can 1e found in material document details t,at aregenerated t,roug, HU .

    Go to transaction HU02B. Go to ta1 KPac* materialLJ. nter &ac*aging material on t,e to& section of t,e screen under t,e column

    KPackaging Materials LJ

    5. Press enter and a HU num er is automaticall% generated and can 1e seen undert,e K Handling Unit L columnJ

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    Go to transaction ,S2B. nter are,ouse information ?ust collected from M 52 de&ress enterNJ. otice t,at HU are s,o n in Storage Unit 0eld (it is ,o HU is called inside WM)J

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    content. $,e M4 transaction is t,en used for t,e mo'ements &ossi1le for an%,andling unit and t,e &ac*ing/un&ac*ing can 1e done t,roug, t,e deli'er% transactions(in1ound/out1ound). A ,andling is mostl% created t,roug, HU transaction.

    ransa!ti ns ) r !reatin$ an" !han$in$han"#in$ units

    Create/C,ange/#e&ac* Handling Units (General) (HU )JPac*ing Station in Ware,ouse (HUPAS$)J

    Pac* Production 4rders (C4PAWA/C4W PAC")J

    Using t,e Handling Unit Monitor (HUM4)J

    is+#ay )un!ti ns ) r han"#in$ units Directl% using t,e Handling Unit Monitor (HUM4)J!ndirectl% using t,e stoc* o'er'ie s for t,e material (MM and S )J

    :or t,e indi'idual document t%&es8 !n1ound and out1ound deli'er%2 transfers2material documents2 and so on (HU! D2 HU4 D2 HU$#A and so on)J

    Handling units are not included in document arc,i'ing for t,e deli'er% or t,etrans&ort. Ho e'er2 t,ere is a re&ort t,at arc,i'es ,andling unitsJ

    HU rans)er SummaryA *no n HU num1er is selected to 1e stored in a s&eci0c locationJ in t,is case it is from anon-HU managed storage location into a HU managed storage location. $,egoods in t,is case ere alread% &ac*ed in t,e original location. 'en t,oug, M4does also some ot,er &rocesses li*e materia# t materia# and +#ant t +#ant it is notco'ered in t,is s&eci0c article.

    !nstructions

    $,e e3am&le 1elo as done after ,a'ing created some HUs of t,at material and &ac*edin a non-HUM storage location. So2 1asicall% t,e idea is to select it and inform t,e

    destination data in t,at transaction2 no deli'er% or &osting c,ange are created for t,e5BB mo'ement2 1ut a material document.

    Go to transaction V,M'VB. nter 5BB in &rocess mo'ement 0eldJ. nter t,e destination &lant and storage location 'alue t,at it is e3&ected to store

    t,e HUJ

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    5. nter and e3istent HU t,at is not currentl% in t,e destination location J

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    A material document is generated2 t,e HU is no located in t,e destination.

    HU $ransfer Summar%

    !n t,is case a *no n HU num1er is selected to 1e stored in a s&eci0c location in t,is caseit is from a HU managed storage location into a non-HU managed storagelocation. $,e goods in t,is case ere alread% &ac*ed in t,e original location. 'ent,oug, HUM4 does also some ot,er &rocess li*e !n unrestricted-use stoc*2 !n ins&ectionstoc*2 !n 1loc*ed stoc*2 t,e% are not co'ered in t,is s&eci0c article.

    !nstructions

    $,e e3am&le 1elo as done after ,a'ing created some HUs of t,at material and &ac*edin a non-HUM storage location. So2 1asicall% t,e idea is to select it and inform t,e

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    destination data in t,at transaction2 no deli'er% nor &osting c,ange are created for t,e5BB mo'ement2 1ut a material document.

    Go to transaction HUM'

    B. nter a *no n HU num1er in Handing Unit 0eldJDe&ress : *e%J

    5. Select t,e HU s,o n in t,e screenJ

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    A material document is generated2 t,e HU is no located in t,e destination storagelocation.

    HU G "s Re!ei+t in HUM , !ati n G..SH! A""UMA# - SAP MM WM Consultant mail en*atesansi'a*umar+%a,oo.co.in

    Page 5

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    ste& 1% ste& information of t,e instructions for M BC and 5 transactions ,ic,&erform t,e stoc* &lacement of material for HU managed location. !t ,as screens,otused in t,is e3am&le as ell as ,%&erlin*s to ot,er forms of HU creation.

    HU creation summar%

    !n t,is case t,e HU is created in #P logistics directl% in case ,ere t,e &ac*ing occurs1efore t,e deli'er% ta*es &lace2 in t,is case it occurs on a HU managed storagelocation ,ence t,e in'entor% of t,e HU is not ta*en &lace in MM IV G4 (storage locationin'entor% le'el)until it is &ac*ed. !t needs to 1e done it, assistances of t o transactionsand it is re7uired to ,a'e some &re-settings li*e material &ac*age alread% created andstorage location alread% set as HU managed.

    !nstructions

    $,e e3am&le 1elo as done after some 1asic settings on t,e material and its &ac*agematerial for t,at &lant and storage location.

    Go to transaction M-18B. nter mo'ement t%&e @ B and &lant/storage location to t,e HUM location2 de&ress

    enterNJnter material and 7uantit% to 1e recei'ed2 de&ress enterNJ

    5. Sa'e it (notice t,at rat,er material document creation s%stem creates a deli'er%document). otice t,at stoc* still does not &resent t,e 7uantit% done in t,is &rocess(MM transaction).

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    Go to transaction V,

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    HU G "s Re!ei+t in R* 3M , !ati n ste& 1% ste& information of t,e instructions for $ 5 transaction ,ic, needs to 1e&erformed after M BC and 5 (see t,e initial &art on HU S$4C" P AC M $ ,asscreens,ot used in t,is e3am&le as ell as ,%&erlin*s to ot,er forms of HU creation.

    HU creation summar%

    !n t,is case t,e HU is created in #P logistics directl% in case ,ere t,e &ac*ing occurs1efore t,e deli'er% ta*es &lace2 in t,is case it occurs on a HU managed storagelocation ,ence t,e in'entor% of t,e HU is not ta*en &lace in MM IV G4 (storage locationin'entor% le'el)until it is &ac*ed. !t needs to 1e done it, assistances of t o transactionsand it is re7uired to ,a'e some &re-settings li*e material &ac*age alread% created andstorage location alread% set as HU managed.

    !nstructions

    $,e e3am&le 1elo as done after some 1asic settings on t,e material and its &ac*agematerial for t,at &lant and storage location. !t is also re7uired t,at &rocess ,as alread%1een initiated until ste& of 5 (c,ec* HU S$4C" P AC M $)

    Go to transaction , 0