sap mm configuration
DESCRIPTION
SAP MM ConfigurationTRANSCRIPT
SAP MM Configuration2 Enterprise Structure - Definition
2.1 Define Valuation Level
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise
Structure ®Definition ® Logistics general ® Define Valuation Level
Transaction Code OX14
Configuration
Description
Here we specify the level at which material stocks are valuated. We have used the
Plant level since the application component Production Planning (PP) and Costing
are being used.
Depending on the valuation level chosen, accounting data (in particular the
valuation price) is maintained for each plant or for each company code in the
material master record.
If material stocks are valuated at company code level, all plant stocks of a material
are managed in a joint stock account for each company code.
If material stocks are valuated at plant level, the material stocks for each plant can
be managed in different accounts. We can define a separate account determination
for each plant.
2.2 Define Plant
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise
Structure ®Definition ® Logistics general ® Define, copy, delete, check
plant
Transaction Code SPRO
Configuration
Description
As a part of the Logistics Organizational Structure, Plants are defined in SAP. The
‘Plant’ is an operating area or a branch or a location within a company. Each 'Plant'
is assigned to a single 'company code'. A 'company code' can have several
'Plants'.In case of ITZ Pvt. Ltd., the various 'Plants' are assigned to each 'company
code'.
Configuration of One Plant is depicted here, (for list of all please refer to MM KDS
Document)
2.3 Maintain Storage Location
Menu path
Implementation Guide for R/3 Customizing
(IMG) ® Enterprise Structure ®Definition ® Materials Management ® Maintain
Storage Location
Transaction Code OX09
Configuration
A storage location is the place where stock is physically kept within a plant. There
may be one or more storage locations within a plant.
A storage location has the following attributes:
Description
A storage location has a description and at least one address.
It is possible to store material data specific to a storage location.
Stocks are managed only on a quantity basis and not on a value basis at storage
location level.
Physical inventories are carried out at storage location level.
Configuration of Storage Locations under One Plant is depicted here, (for list of all
please refer to MM KDS Document)
2.4 Maintain purchasing organization
Menu path
Implementation Guide for R/3 Customizing
(IMG) ® Enterprise Structure ®Definition ® Materials Management à Maintain
Purchasing Organization
Transaction Code SPRO
Configuration
Description
At this node we configure the Purchasing Organization .The purchasing
organization is the highest level of aggregation (after the organizational unit "client")
for purchasing statistics.
In case of ITZ One single Purchase Organization is created as under :
3 Enterprise Structure Assignments
3.1 Assign Plant to Company Code
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise
Structure ®Assignment ® Logistics general ® Assign Plant to Company
Code
Transaction Code SPRO
Configuration
Description
A Plant needs to be assigned to one of the Company Codes, the relation is always
one to one i.e. One Plant can be assigned to only one company code
All the plants can’t be shown here(for complete list refer MM KDS document)
3.2 Assign purchasing organization to company code
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise
Structure ®Assignment ® Logistics general ® Assign purchasing
organization to company code
Transaction Code SPRO
In this node we assign the Purchasing Organization to the company code under
which it works.
In case of ITZ the Purchasing Organization is Central, so it is not assigned to any
Configuration
Description Company Code
3.3 Assign purchasing organization to Plant
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise
Structure ®Assignment ® Logistics general ® Assign purchasing
organization to Plant
Transaction Code SPRO
Configuration
Description
In this step we assign purchasing organizations to the plants for which they are
responsible.
In case of ITZ since it operates with Centralized Purchasing Org. we have assigned
the Purchasing Org. to all the plants defined as of now
3.4 Assign standard purchasing organization to plant
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise
Structure ®Assignment ® Logistics general ® Assign standard purchasing
organization to plant
Transaction Code SPRO
Configuration
Description
If several purchasing organisations procure for a certain plant, we can define one of
them as the standard purchasing organization for the transactions "pipeline
procurement", "consignment" and "stock transfers".
In source determination for stock transfers and consignent, the system
automatically utilizes this standard purchasing organization. In the case of goods
issues of pipeline materials, the purchasing info records of the standard purchasing
organization are read.
In ITZ, we have not defined this Setting as we are using single Purchasing
Organisation
4 General Logistics
4.1 Assign Fields to Fields Selection Groups
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
Master à Field Selectionà Assign Fields to Fields Selection Groups
Transaction Code OMSR
Configuration
Description
Assignment of Material Master Fields is required to define whether a field is hidden
or displayed, or whether an entry is mandatory or optional in material master
maintenance, it is always advisable to work with Standard SAP settings, but for few
business requirement some assignments are changed to new field selection groups
defined as per reserved name space. in case of ITZ, some of the list of changed
entries is as given below:
Field Name Description Changed Field GrpMVKE-MVGR1 Material group 1 211MVKE-MVGR2 Material group 2 211MVKE-MVGR3 Material group 3 211
4.2 Maintain Field Selection for Data Screens
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
Master à Field Selectionà Maintain Field Selection for Data Screens
Transaction Code OMS9
Configuration
Description
In this step we define the nature of a Field belonging to a particular Field Selection
Group wrt the Screen Reference of a Material Type. Steps involved are :
Selecting the field selection group.
Select the field selection option (hide, display, required entry, or Optional entry) for
each field reference as required.
4.3 Maintain Company Codes for Materials Management
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
Master à Basic Settingsà Maintain Company Codes for Materials
Management
Transaction Code OMSY
Configuration
Description
This activity is done for making a Company Code relevant for materials
Management and to define the starting posting period This is a prerequisite for
creating a Material Master
4.4 Define Attributes of Material Types
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General à Material
Master à Basic Settingsà Material Typesà Define Attributes of Material Types
Transaction
Code OMS2
Configuration
Description
Material type is analogous to the family of a material master; all the important attributes of a material are governed by settings in the material type. To be precise it governs :
1. 1. Number range pattern and nature (external/internal)2. 2. Hide/optional fields in the material master3. 3. Valuation Control at valuation area level (ultimately used to derive G/L)4. 4. Control on Production/Purchase
4.5 Define Number Ranges for each material types
Menu path Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
Master à Basic Settingsà Material Typesà Define Number Ranges for each
Material Types
Transaction Code MMNR
Configuration
Description
In this step, we have defined the type of number assignment and the number range
intervals for material master records. When creating a material master record,
system must assign it a unique number. There are two ways of doing this:
internal number assignment
In this case, a number within the number range interval allowed is
assigned by the SAP system.
external number assignment
Here, the user assigns a number within the number range interval allowed. We can
define the intervals for external number assignment numerically and
alphanumerically.
We have defined the number range intervals for so-called groups. We assign one
or more material types to each group.
If we assign just one material type to a group, we can define both an internal and
an external number range interval for the material type.
If we group together more than one material type, we can define an internal and an
external number range interval here too. This allows several material types to have
the same number range intervals.
4.6 Define Attributes of system messages
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
Master à Basic Settingsà Define Attributes of system messages
Transaction Code OMT4
Configuration
Description
When processing material master records, the system issues a number of system
messages containing important user information. In this activity, we define how the
SAP system handles these messages. We have the following options:
The message can be suppressed.
The message can be displayed as a warning.
The message can be displayed as an error message. (can’t be surpassed)
For ITZ requirement Message Numbers MM189 & 312 are changed as Error
message
We are using Standard SAP Messages.
4.7 Define Material Groups
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
Master à Settings for Key Fieldsà Define Material Groups
Transaction Code OMSF
Here we define the Groups for Materials & Services, This Grouping shall be defined
keeping in mind the reporting requirement of the company for analysing Purchases,
Consumptions, Stocks etc,
Configuration
Description
Setting is just a table entry, few records are shown in the screen shot, for complete
list refer to the MM KDS document or the actual system node
4.8 Define External Material Groups
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
Master à Settings for Key Fieldsà Define External Material Groups
Transaction Code SPRO
Configuration
Description
Here we define the Groups for giving an extra key for filtering, sorting the list of
materials from a criterion other than Material grouping
In case of ITZ we have not used External Material Groups
4.9 Initialize Period
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial
Master à Toolsà Initialize Period
Transaction Code MMPI
Configuration
Description
This Transaction can be used to initialize the period in materials management , i.e.
it opens the already closed period (thru Txn : MMPV), but opening a period has
serious implications on data consistency in SAP so as recommended by SAP
Follow the instructions in Note 487381 before initialization
5 Materials Management – Consumption based Planning
5.1 Activate MRP for MRP Areas
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àConsumption-based Planning à Master Data à MRP
Areas àActivate MRP for MRP Areas
Transaction Code SPRO
Configuration
Description
This setting is required if we want to have planning at a level other than plants i.e.
either of Storage location / at Subcontractor level.
An MRP area represents an organizational unit for which we can perform material
requirements planning separately.
An MRP area can include one or several storage locations of a plant or a
subcontractor. We can define MRP areas in a plant.
For ITZ Ltd., we have not used MRP Areas.
5.2 Define MRP Areas
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àConsumption-based Planning à Master Data à MRP
Areas àDefine MRP Areas
Transaction Code SCAL
Configuration
Description
Here we define the MRP areas for a plant for which we would like to carry out
material requirements planning separately.
When creating an MRP area, we enter the number, which must have at least 5
digits to avoid any overlapping with the plant MRP area, the description and the
MRP area type
In case of ITZ we have not defined MRP area
Important : If MRP area is activated Conversion of Planning file entries needs to be
run in every new System Client through Report RMDBVM00 in Txn : SE38
The conversion report causes the system to create a new planning file. In addition,
the system creates MRP area for the existing plants. These MRP areas do not,
however, affect the way material requirements planning is carried out. The number
for plant MRP areas is identical to the plant number and therefore consists of four
digits.
The conversion of the current planning file (table MDVM) to the new planning file
(table DBVM) is a prerequisite for carrying out material requirements planning with
MRP areas.
6 Materials Management – Purchasing
6.1 Define Attributes of System Messages
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing à Environment Data à Define Attributes of
System Messages
Transaction Code SPRO
Configuration
Description
In Purchasing, certain system messages containing important information for users
may be issued from time to time
In this step, we can specify whether the SAP System:Suppresses the relevant information
Issues it as a warning message
Issues it as an error message
In the case of an error message, processing cannot be continued until user input
has been corrected
For ITZ requirement, messages (as a change from standard) are configured as
given below:
6.2 Define Purchasing Value Keys
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing à Material Master à Define Purchasing Value
Keys
Transaction Code SPRO
Configuration
Description
With Purchasing value key we can control following functions by using it in the
material master purchasing view, purchasing value key governs:
The issue of reminders and urging letters (expediters) with respect to nearly due
and overdue deliveries
The admissibility of over- and under deliveries ("overages" and "under ages")
Order acknowledgment requirements for PO items
Shipping/packaging instructions
This data appears as default data in purchasing documents and is taken from the
material master record (unless a purchasing info record exists, in which case it is
taken from the info records).
6.3 Entry Aids for Items without a Material Master
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing à Material Master à Entry Aids for Items
Without a Material Master
Transaction Code SPRO
Configuration
Description
In this step we assign In this step, we can assign a purchasing value key and a
valuation class to a material group.
The assignment of a purchasing value key default values for reminder
levels etc. in purchase order items without a material master record and
without an info record.
The assignment of a valuation class to a material group enables the
system to determine different accounts for the individual material groups.
For ITZ we have maintained Valuation Classes in the accounting view of the
materials.
6.4 Create Purchasing Groups
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing à Create Purchasing Groups
Transaction Code SPRO
Configuration
It’s a key for a buyer or group of buyers responsible for certain purchasing activities. useful in accessing information, controlling authorizations, setting up release strategies etc. for ITZ ‘s Requirement following groups are
Description
configured, configuration is a simple table entry but purchasing group has a comprehensive use in all purchasing transactions/ documents
6.5 Define Document Types (RFQ/Quotation)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing à RFQ/Quotation à Define Document Types
Transaction Code SPRO
Configuration
Description
SAP manages RFQs and quotations as documents which are grouped into different
document types., in this step we have :
Created new document types
Defined item interval
Defined admissible follow-on document types
Assigned document types to a number range group
Defined number range interval
Chosen
internal
external
Chosen
The update group determines how the data from the document header is updated
in the statistics file.
Linkage determines which PR document types can be referenced for creating a
particular RFQ document type
6.6 Define Text Types for Header Texts (RFQ/Quotations)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àRFQ /Quotations à Define Text Types for
Header Texts
Transaction Code SPRO
Configuration
Description
In this step we define different Texts which appear in RFQ/Quotation Headers, which are used to store information applicable for a particular RFQ documentWe have standard Header Text Types.
6.7 Define copying rules for Header Texts (RFQ/Quotations)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àRFQ /Quotations à Define copying rules for
Line Texts (RFQ/Quotations)
Transaction Code SPRO
Configuration
Description
In this step we define copying rules for different header Texts which appear in RFQ/Quotation Line ItemsCopying rules are used to determine which texts can be adapted from other objects
(for example, vendor master records, contracts) to the header text of the RFQ. We
link text types in the RFQ with text types in other objects. System can adopt header
texts from the following objects:
RFQ / Quotation
Contract
Scheduling agreement
Vendor master
We can also specify whether the adopted text can be edited in the destination
document or not. This type of setting is more useful in PO Header Texts
6.8 Define document types (Purchase Requisitions)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing à Purchase Requisitions à Define document
types (Purchase Requisitions)
Transaction Code SPRO
Configuration
Description
SAP manages Purchase Requisitions as documents which are grouped into various
document types., in this step we have :
Created new document types
Defined item interval
Defined admissible follow-on document types
Assigned document types to a number range group
Defined number range interval
Chosen
internal
external
Chosen
The update group determines how the data from the document header is
updated in the statistics file.
Above linkage governs which type of PO can be created using PR of a particular
type
6.9 Release Procedure with Classification (Purchase Requisitions)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing à Purchase Requisitions à Release
Procedure àProcedure with Classification à Set Up Procedure with Classification
Transaction Code SPRO
Configuration
Description
In this step, we have set up the release procedure with classification.
Purchase Requisition release is the process in which Purchase Requisition is
approved and released by HOD of concern department for request of required
material or services specified in Purchase Requisition. Once the Purchase
Requisition is approved and released then Purchase Order or RFQ will be created
for that material or services against same Purchase Requisition.
Configuration involves following elements in sequence:
Release Group:
Specify for the release group either "overall release" or "item-wise release"
Release codes:
The Release Code is a two-character ID allowing a person to release (approve) a
requisition.(analogous to approver code)
Release Indicators:
A release indicator shows the release status of a purchase requisition
Release Indicators also involve:
Field selection key
via the field selection key, we can specify which fields in a purchase requisition with
this release indicator can be changed or must be populated
Changes after start of release process
With the Changeability indicator, we can specify the effects of changes to a
requisition. For example, certain changes may require a new release strategy to be
determined for the requisition.
Via the Value change field, we can cause the release strategy to be re-started if
the value of a purchase requisition item is increased by more than a certain
percentage (e.g. 10%). To do so, set the Changeability indicator to "4 -
Changeable, new release in case of new strategy or value change" and enter a
percentage in the Value change field.
Release Strategy
The Release Strategy defines the approval process for Purchase Requisitions. The strategy specifies the release codes which are necessary and the sequence in which releases have to be affected. We can define a maximum of eight release codes i.e. 8 Levels of approval.Release Prerequisites indicate the sequence in which a Purchase
Requisition must be approved via the release codes. (In ITZ case release is parallel(either / or so indicators are kept blank)
Release Status indicates the affect after the release by a particular release
code
Release Values
These values need to be maintained in every client manually, this forms the basis
on which release strategy is triggered for a PR.
An important prerequisite for this is to create Class & Characteristics in class type
032
Characteristics for Release Strategy
Create the Characteristics required for release strategy as master data thru
transaction CT04, here the most important setting is to attach the characteristics to
corresponding field of structure CEBAN
attach it to the structure
Class for Release Strategy
Create the class as master data thru transaction CL02
and attach the Characteristics created earlier to the class
6.10 Define Number Ranges (Purchase Orders)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase order à Define Number Ranges
Transaction Code OMH6
Configuration
Description
In this step we define number ranges for Purchase order document types, (defined separately in customizing), this setting also includes number ranges for other external purchasing documents i.e. for Contracts/Scheduling Agreements and RFQs.There are two ways of doing this:
internal number assignment
In this case, a number within the number range interval allowed is
assigned by the SAP system.
external number assignment
Here, the user assigns a number within the number range interval allowed. We can
define the intervals for external number assignment numerically and
alphanumerically.
In case of ITZ all the documents are assigned with internal number ranges with the
exception for document type “Legacy Open P.O”, as it was required to retain the
legacy P.O number for this case.
go in change mode and define the intervals as shown:
6.11 Define Document types (Purchase Orders)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase Orders à Define document types
Transaction Code SPRO
Configuration
Description
SAP manages Purchase Orders as documents which are grouped into various
document types., in this step we have :
Created new document types
Defined item interval
Define allowable item categories
Defined admissible follow-on document types
Assigned document types to a number range group
Defined number range interval
Chosen
internal
external
Chosen
The update group determines how the data from the document header is
updated in the statistics file.
Above linkage governs which type of PR can be referenced created while creating
a particular Contract document type
6.12 Set Tolerance Limits for Price Variance
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase
order à Set Tolerance Limits for Price Variance
Transaction Code SPRO
Configuration
Description
When processing a purchase order, the system checks whether the effective price
of a PO item shows variances compared with the valuation price stored in the
material master record. In addition, it checks whether the specified cash discount
value is admissible.
Variances are allowed within the tolerance limits. If a variance exceeds a tolerance
limit, the system issues a warning or error message. In SAP, the types of variance
are represented by the tolerance keys. For each tolerance key, we can define
percentage and value-dependent upper and lower limits per company code.
PE Price variance, Purchasing
Tolerance limit for system message no. 207. This message appears if the specified
effective price exceeds the predefined tolerances when compared with the material
price.
SE Maximum cash discount deduction, Purchasing
Tolerance limit for system message no. 231. This is a warning message, which
appears when the specified cash discount percentage exceeds the predefined
tolerances.
6.13 Release Procedure for Purchase Orders
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase Order à Release Procedure for Purchase
Orders
Transaction Code SPRO
Configuration
Description
In this step, we have set up the release procedure for Purchase Orders(this also covers
the process for other external purchasing documents e.g. contracts/scheduling
agreements)
Purchase Order release is the process in which PO is approved and released by HOD of
concern department for request of required material or services specified in PO. Once
the Order is approved and released then GR can be created against the PO
In case of ITZ, Release strategy is used in case of all purchases.
Configuration involves following elements in sequence:
Release Group:
Release groups are created for each type of purchasing
Release codes:
The Release Code is a two-character ID allowing a person to release (approve) a
requisition.(analogous to approver code)
Release Indicators:
A release indicator shows the release status of a Purchase Order
Release Indicators also involve:
Changeability Indicator
With the Changeability indicator, we can specify the effects of changes to
a POdocument. For example, certain changes may require a new release strategy to be
determined for the requisition.
Via the Value change field, we can cause the release strategy to be re-started if the
value of a purchase order is increased by more than a certain percentage (e.g. 10%). To
do so, set the Changeability indicator to "6 - Changeable, new release in case of new
strategy or value change" and enter a percentage in the Value changefield.
Release Strategy
The Release Strategy defines the approval process for PO. The strategy specifies the release codes which are necessary and the sequence in which releases have to be affected. We can define a maximum of eight release codes i.e. 8 Levels of approval.Release Prerequisites indicate the sequence in which a Purchase Requisition must be approved via the release codes. (In ITZ case release is by a single authority so there are no prerequisite involved)
Release Status indicates the affect after the release by a particular release code
Release Values
These values need to be maintained in every client manually, this forms the basis on
which release strategy is triggered for a PO.
An important prerequisite for this is to create Class & Characteristics in class type 032
Characteristics for Release Strategy
Create the Characteristics required for release strategy as master data thru transaction
CT04, here the most important setting is to attach the characteristics to corresponding
field of structure CEKKO
And attach it to the structure
Class for Release Strategy
Create the class as master data thru transaction CL02 and attach the Characteristics
created earlier to the class
6.14 Define Screen Layout at Document Level
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase Orders à Define Screen Layout at
Document Level
Transaction Code SPRO
Configuration
Description
In this step we define the attributes of various fields contained in a field selection
key (defined for a document type) inside which various fields are grouped into
fields selection groups.Steps involved in the process are :
Selecting the field selection key (defined for a document type)
Select the field selection option (hide, display, required entry, or Optional entry) for
each field inside a field selection group reference as required.
Select a field selection key and set the attributes inside as shown:
get inside a field group and choose the attributes
settings can be made similarly for other fields in various other groups as & when
required
6.15 Define Text Types for Header Texts (Purchase Orders)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase Order à Define Text Types for
Header Texts
Transaction Code SPRO
Configuration
Description
In this step we define different Texts which appear in Purchase order header, these are used to store information applicable for a particular PO document
6.16 Define copying rules for Header Texts (Purchase Order)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase Orders à Define copying rules for
Header Texts
Transaction Code SPRO
Configuration
Description
In this step we define copying rules for different header Texts which appear inPurchase Order HeadersCopying rules are used to determine which texts can be adapted from other objects
(for example, vendor master records, contracts, RFQ) to the header text of the
Purchase Order. We link text types in the PO with text types in other objects.
System can adopt header texts from the following objects:
RFQ / Quotation
Contract
Scheduling agreement
Vendor master
Purchase Requisition
We can also specify whether the adopted text can be edited in the destination
document or not. Currently we are not maintaining any copying rule for header texts
6.17 Define Text Types for Item Texts (Purchase Orders)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase Order à Define Text Types for Item Texts
Transaction Code SPRO
In this step we define different Texts which appear in Purchase order item level, these are used to store information applicable for a particular PO document line
Configuration
Description item
6.18 Define copying rules for Item Texts (Purchase Order)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase Orders à Define copying rules for
Item Texts
Transaction Code SPRO
Configuration
Description
In this step we define copying rules for different item Texts which appear inPurchase Order ITEMCopying rules are used to determine which texts can be adapted from other objects
(for example, vendor master records, contracts, RFQ) to the header text of the
Purchase Order. We link text types in the PO with text types in other objects.
System can adopt header texts from the following objects:
RFQ / Quotation
Purchase Requisition
Purchase Info record
Contract
Material master
We can also specify here whether the adopted text can be edited in the destination
document or not.
maintain the rules for a text as under
6.19 Define Document Types (Contracts)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àContracts à Define Document Types
Transaction Code OMH6
Configuration
Description
SAP manages Contracts as documents which are grouped into various document
types., in this step we have :
Created new document types
Defined item interval
Define allowable item categories
Defined admissible follow-on document types
Assigned document types to a number range group
Defined number range interval
Chosen
internal
external
Chosen
The update group determines how the data from the document header is
updated in the statistics file.
In case of ITZ, use of Contracts and Scheduling agreements is very minimal so we
have retained and used standard SAP document types
Above linkage governs which type of PR can be referenced created while creating
a particular Contract document type
6.20 Define Screen Layout at Document Level (Contracts)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àContracts à Define Screen Layout at Document
Level
Transaction
Code SPRO
Configuration
Description
In this step we define the attributes of various fields contained in a field selection key
(defined for a document type) inside which various fields are grouped into fields selection
groups.Steps involved in the process are :
Selecting the field selection key (defined for a document type)
Select the field selection option (hide, display, required entry, or Optional entry) for each
field inside a field selection group reference as required.
Select a field selection key and set the attributes inside as shown:
get inside a field group and choose the attributes
settings can be made similarly for other fields in various other groups as & when required
6.21 Define Text Types for Header Texts (Contracts)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àContracts à Define Text Types for Header
Texts
Transaction Code SPRO
Configuration
Description
In this step we define different Texts which appear in Contract header, these are used to store information applicable for a particular Contract document
6.22 Define copying rules for Header Texts (Contracts)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àContracts à Define copying rules for Header
Texts
Transaction Code SPRO
Configuration
Description
In this step we define copying rules for different header Texts which appear inContract HeadersCopying rules are used to determine which texts can be adapted from other objects
(for example, vendor master records, Contract, RFQ) to the header text of the
Contract. We link text types in the PO with text types in other objects. System can
adopt header texts from the following objects:
RFQ / Quotation
Contract
Vendor master
We can also specify whether the adopted text can be edited in the destination
document or not.
We are maintaining Standard Text and copying Rules for Header Texts
6.23 Define Text Types for Item Texts (Contracts)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àContracts à Define Text Types for Item Texts
Transaction Code SPRO
Configuration
Description
In this step we define different Texts which appear in Contract item level, these are used to store information applicable for a particular Contract document line item
6.24 Define copying rules for Item Texts (Contract)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àContracts à Define copying rules for Item
Texts
Transaction Code SPRO
Configuration
Description
In this step we define copying rules for different item Texts which appear inContract HeadersCopying rules are used to determine which texts can be adapted from other objects
(for example, vendor master records, contracts, RFQ) to the header text of the
Contract. We link text types in the Contract with text types in other objects. System
can adopt header texts from the following objects:
RFQ / Quotation
Purchase Requisition
Contract
Purchase Info record
Material master
We can also specify here whether the adopted text can be edited in the destination
document or not.
maintain the rules for a text as under
6.25 Define External Confirmation Categories
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConfirmations à Define External Confirmation
Categories
Transaction Code SPRO
Configuration
Description
Notification from the vendor to the recipient regarding the status of a purchase order., In case of ITZ , CONFIRMATIONS are not being used Confirmation categories are defined to symbolize the key for a type of confirmation
6.26 Define Internal Confirmation Categories
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConfirmations à Define Internal Confirmation
Categories
Transaction Code SPRO
Configuration
Description
In this step, we assign an external confirmation category to each internal confirmation
category.
Internal Categories are for system controls.
6.27 Set Up Confirmation Control
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConfirmations à Set Up Confirmation Control
Transaction Code SPRO
Configuration
Description
In this step, we assign an external confirmation category to each internal confirmation
category.
Internal Categories are for system controls.
As shown all the conformation categories are relevant for MRP, but the last one is relevant to GR also, which means that when a GR is made against the P.O line item it will get defaulted with qty of last conf. category
6.28 Define Access Sequence
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConditionsà Define Price Determination Process à Define
Access Sequence
Transaction Code SPRO
Configuration
Access sequence is an important element of pricing determination. It is the Order in which the system searches through the condition tables when searching for particular condition records. The search order goes from specific condition
Description
records to general condition records.A. E.G.
Access sequence is made up of condition table (the level at which data is stored)In the access sequence shown system will search for the record from first to last table in sequence. (e.g. if Custom duty % for a material is maintained at all the three levels i.e. Incoterms-plant-maerial / Plant-Material / Plant-Material Type level , then system will take the record from 1st available level only i.e. Incoterms-plant-maerial in this case)Each condition table is defined as an combination of fields for data access and is assigned to different condition types ( In case of ITZ , we are not maintaining any access sequence),
6.29 Define Condition Types
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConditionsà Define Price Determination Process à Define
Condition Types
Transaction Code M/06
s
Configuration
Description
In this step we have defined condition types.The condition types are used to represent pricing elements such as prices, discounts, surcharges, taxes, or delivery costs in the SAP. These are stored in the system in condition records.For condition types for which we want to maintain conditions with their own validity period we have specified an access sequence. (e.g. for all import duty conditionsImportant Settings Condition type include:Condition Class: Defines nature of condition as Prices / surcharge / discounts etc.Calculation type: Defines nature of condition unit i.e. Amount type / Percentage / Qty etcCondition Category : e.g. Packaging, Cost , Tax, Delivery Costs(requiring extra vendor at condition level)Access Sequence : Allows condition records to be maintainedHeader Condition : Allows usage at Header level of Purchasing documentAccruals : Makes a condition irrelevant to net price calculation i.e. excluded from tax base
6.30 Define Calculation Schema
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConditionsà Define Price Determination Process à Define
Calculation Schema
Transaction Code M/08
Configuration
In this step, we have defined the calculation schemas.In MM area, a calculation schema is a framework of steps used to calculate pricing in as purchasing documentAnalogous to this is referred to in the Sales and Distribution (SD) area as
Description
a pricing procedure.In the calculation schema (pricing procedure), we specify which condition types are to be taken into account in which sequence.In the price (or cost) determination process, the SAP System automatically determines which calculation schema is valid for a business transaction and takes into account, one after another, the condition types it contains.
In case of ITZ we have defined schemas all starting with Z*, these will get derived in different types of purchasing documents as per the rule explained in Schema determination configurationSelect one of the schema and see the control data as shown below:Important keys in defining Schema are as under:Step No. & Counter: For determination the sequence of conditions and to act as a base for calculations with in conditionFrom- To : Base for calculation of condition value, this is only relevant for % type of conditionsStatistical: Makes a condition non-relevant to account postingsSubtotal: Used to pass the condition value in to fields of P.O item tables and other pricing structureRequirement : Used for validating Condition value determination using small ABAP written formulaeBase Type: Here a Formula for determining the condition basis as an alternative to the standard.Accrual key: for deriving a separate account during GR / Invoice postings
6.31 Define Schema Group
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConditionsà Define Price Determination
Process à Define Schema Group
Transaction Code SPRO
Configuration
Description
Every External Purchase document derives Calculation Schema from a combination of Purchasing Organization and Vendor, to simplify data maintenance for this process SAP works with grouping concept. So all the purchasing org. are grouped in to a Schema group and Vendors requiring same pricing stricture are grouped into a Schema group , now for the combination of these , system derives the pricing schemas
Click on a row to enter :
the other part i.e. vendors are assigned with schema group in vendor master
6.32 Define Schema Determination
Menu path Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConditionsà Define Price Determination
Process à Define Schema determination
Transaction Code SPRO
Configuration
Description
In this step we have defined the determination of Pricing schema for different type of Purchasing documents and for Stock transport orders
For standard purchase orders(depending on the schema group of the vendor and the purchasing organization)For stock transport orders(depending on the supplying plant, the document type and the schema group of the purchasing organization)
select first item ,
and second item
6.33 Define Transaction Event keys
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConditionsà Define Price Determination
Process à Define Transaction Event keys
Transaction Code SPRO
Configuration
Description
In this step, we have defined transaction/event keys for condition types involving provisions.This enables the system to find the relevant account for provisions (for accrued delivery costs or miscellaneous provisions, for example),We have assigned these transaction/event key to each condition type that is relevant to provisions in the step Define Calculation Schema.
Select the 1st row
Select second row, it displays the usage of key in schema
6.34 Maintain Condition Table
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConditionsà Define Price Determination
Process à Maintain Condition Table
Transaction Code SPRO
Configuration
Description
In this step, we create custom tables, these table are used to store condition records for different condition types , for this these tables should be a part of access sequenceWith help of this we can derive prices, discounts and surcharges dependent on almost all the fields in a purchasing document.In a condition table, we specify the combination of fields for which we can create condition records.
As per SAP recommendation we should not change the condition tables that are included in the standard version of the SAP System.Check the extent to which we can use the condition tables that are supplied with the standard SAP System, for our tables we can only choose names between 501 and 999. If we make no entry, the system will automatically assign a consecutive number.For ITZ we have not defined any tables:Steps:
For creating new condition tables. copy a similar condition table and proceed as
follows:
Enter the name of the table we wish to create.
Note that we can only choose names between 501 and 999. If we make no entry,
the system will automatically assign a consecutive number.
Specify whether we wish to create the table with or without a validity period.
Enter the type of condition table (for example, transparent table).
Enter a description for the condition table.
From the list of allowed fields that are included in the field catalog and which can be
extended there, choose the desired fields for the condition table.
Generate the new condition table.
IMP: All the fields that shall be used to pick up any condition value must be part of Header/Key field in the condition table.
6.35 Define Grid for Quantity Variances
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àStatistics àDefine Grid for Quantity Variances
Transaction Code SPRO
Configuration
Description
For Purchasing information system for vendor performance the statistics is managed on the amount of quantity variances of vendors.The delivery quantity variance specifies in percent the variance between the purchase order quantity and the quantity actually delivered.This key figure is determined if an order item is completed and is updated for the entry date of the goods receipt or for the entry date of purchase order change.In this step we can determine four interval limits for every purchasing organization. Five intervals are then available to we for evaluation of vendors
6.36 Define Grid for Delivery Date Variance
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àStatistics àDefine Grid for Delivery date
Transaction Code SPRO
Configuration
Delivery date variance data is used in statistics for evaluating vendor performance.The delivery date variance specifies the difference in days the difference between the statistically relevant delivery date and the date of
Description
the goods receipt.This key figure is updated during the goods receipt for the entry date.In this step we can determine four interval limits for every purchasing organization. Five intervals are then available to we for evaluation of vendors
6.37 Define Weighing keys
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àVendor Evaluation à Define Weighing keys
Transaction Code SPRO
Configuration
Description
In vendor evaluation criteria are weighted according to their importance through Weighing key.For example, the overall evaluation of a vendor is calculated from the scores awarded for the main evaluation criteria "price," "quality," and "delivery." The latter comprises "on-time delivery performance" and "quantity reliability."If we consider a vendor's price to be more important than quality, and quality to be more important than delivery, we can assign weights to the criteria in a ratio of three for price, two for quality, and one for delivery. This ratio is recorded in a weighting key.
6.38 Define Criterion (Vendor Evaluation)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àVendor Evaluation à Define Criterion
Transaction Code SPRO
Configuration
Description
Here we have defined the criteria by which the system computes scores for vendors and specify whether the scores for the subcriteria are computed manually, semi-automatically, or automatically.Select One of the criterion and drilldown to sub criterion
6.39 Define Scope of List (Vendor Evaluation)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àVendor Evaluation à Define Scope of List
Transaction Code SPRO
Configuration
Description
In this step we define various types of list, each representing different main criteria
or the same main criteria in a different order.
In the standard system, the scope-of-list parameters 'standard' and 'version 1' are
supplied as an example:
The parameter Standard provides the user with a ranking list of vendors by
overall score. The main criteria are arranged in the order "Price", "Quality",
"Delivery", "General service/support” and "Externally performed service/work".
The parameter Version 1 yields a ranking list of vendors sorted according to the
score for the main criterion "Price". Then follow the overall evaluation and the main
criteria "General service/support", "Quality", "Delivery", and "Externally performed
service/work".
check the details of list inside
6.40 Maintain Purchasing Organization data
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àVendor Evaluation à Maintain Purchasing
Organization data
Transaction Code SPRO
Configuration
Description
Select a row and displays criterion for Purchasing OrganizationSub criterions for main criterionWeighing for a Purchasing Org.We have provided Equal Weighting to the Criteria as we have different weighing parameters for ITZPoint scores for a Purchasing Org.
6.41 Define Permissible Partner Roles per Account Group
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPartner Determination à Partner Rolesà Define
Permissible Partner Roles per Account Group
Transaction Code SPRO
Configuration
Description
Here we can specify for each account group of the vendor which roles the vendor
may assume. Example we can specify that certain vendors may only serve as
an ordering address, not as an invoicing party.
6.42 Define Partner Schemas (Vendor Master)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPartner Determination à Partner settings in Vendor
Master recordsà Define Partner Schemas
Transaction Code SPRO
Configuration
Description
Partner schemas allow us to group various partner roles. We can specify that certain roles in a schema are mandatory, i.e. cannot be changed after entry.For ITZ, Schema groups Z1 is definedselect a schema to detail the allowed partner functions
6.43 Assign Partner Schemas to Account Groups
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPartner Determination à Partner settings in Vendor
Master recordsà Assign Partner Schemas to account groups
Transaction Code SPRO
Configuration
Description
Here we assign the already defined schema groups to vendor account groups
6.44 Define Partner Schemas (Purchasing Documents)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPartner Determination à Partner settings in Purchasing
documentsà Define Partner Schemas
Transaction Code SPRO
Configuration
Description
Partner schemas allow us to group various purchasing documents for partner determination. We can specify that certain roles in a schema are mandatory, i.e. cannot be changed after entry.For ITZ, Schema group Z001 is definedSelect a Schema to detail the partner function allowed
6.45 Assign Partner Schemas to Document Types
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPartner Determination à Partner settings in Purchasing
documentsà Assign Partner Schemas to document types
Transaction Code SPRO
Configuration
Description
In this step, we have assigned the partner schemas to the various types of purchasing document.As a result, only the roles of the schema in question can be maintained in documents of the relevant types.
7 Materials Management – External Services Management
7.1 Define Service Category
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àExternal Services Managementà Service Master à Define Service
Category
Transaction Code SPRO
Configuration
Description
In this step, we define the service category.
The service category is the most important criterion for structuring
Service master records. It provides a default value for the valuation
A. Classes. Service master records can be assigned to number ranges on the basis of
the service category.
7.2 Define Number Ranges
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àExternal Services Managementà Service
Master à Define Number Ranges
Transaction Code SPRO
In this step, we define Number Ranges for each service category.
Configuration
Description
7.3 Define Number Range for Service Entry Sheets
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àExternal Services Managementà Service Master à Define Service
Category
Transaction Code SPRO
Configuration
Description
In this step, we define the service category.
The service category is the most important criterion for structuring
Service master records. It provides a default value for the valuation
A. Classes. Service master records can be assigned to number ranges on the basis of
the service category.
7.4 Define Attributes of System messages
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials
Management àExternal Services Managementà Service Master à Define Service
Category
Transaction Code SPRO
Configuration
Description
In External Services Management, a number of system messages containing
important information for users may be issued. Users can process this information
further.
In this step, we can define whether the SAP System
Suppresses this information
Issues it in the form of a warning
Issues it in the form of an error message
For ITZ requirement, additional messages no. SE 346 / 347 / 361 is activated
asError along with other additional Standard SAP Messages
8 Materials Management – Inventory Mgmt. & Physical Inventory
8.1 Plant Parameters
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Plant Parameters
Transaction
Code SPRO
Configuration
Description
In this step, we make the general plant settings for ‘Inventory Management’. All settings are
also contained in the individual steps of the Implementation Guide for Inventory
Management.
If we have created a plant in the enterprise structure using the Copy plant function, we do
not need to make any settings.
If we have created a plant manually, we have to create a new entry for the plant
parameters.
8.2 Define Number Assignment for Accounting Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Number Assignment ® Define Number
Assignment for Accounting Documents
Transaction
Code OMBA
Configuration
Description
In this step, we set the number ranges for the accounting documents which are created when
goods movements or inventory differences are posted.
For accounting-relevant goods movements, the system creates two different documents:
material document
accounting document
Both the material documents and the accounting documents have their own document numbers.
When inventory differences are posted, the system also creates an accounting document for the
physical inventory document.
In this step, we only maintain the number assignment for accounting documents.
Accounting documents are split into document types to allow differentiated document number
assignment, which is the basis for distinguishing between the various accounting operations. A
number range is assigned to each document type. In a company code, we have to define
number intervals for each number range and fiscal year. In inventory management, the
transaction determines which document type is used.
Goods Issue Document Type
TCode Transaction text Type DescriptionMB05 A. Subseq. Adjustmt: Act.Ingredient Mat WE Goods receiptMB11 Goods Movement WA Goods issueMB1A Goods Withdrawal WA Goods issueMB1B Transfer Posting WA Goods issueMB26 Picking list WA Goods issueMBSU Place in Stor.for Mat.Doc: Init.Scrn
MIGO_GI Goods Movement WA Goods issueMIGO_TR Transfer Posting WA Goods issue
Goods Receipt Document Type
TCode Transaction text Type DescriptionMB01 Post Goods Receipt for PO WE Goods receiptMB04 A. Subsequ.Adj.of "Mat.Provided"Consmp. WE Goods receiptMB0A Post Goods Receipt for PO WE Goods receiptMB1C Other Goods Receipts WA Goods issueMB31 Goods Receipt for Production Order WE Goods receiptMBNL Subsequent Delivery f. Material Doc.MBRL Return Delivery for Matl DocumentMBSF Release Blocked Stock via Mat. Doc. WE Goods receiptMBSL Copy Material DocumentMBST Cancel Material DocumentMIGO_GO Goods Movement WE Goods receiptMIGO_GR Goods Movement WE Goods receiptMIGO_GSA. Subseq. Adjust. of Material Provided WE Goods receipt
Automatic Movements Document Type
TCode Transaction text Type DescriptionBMBC Batch Information Cockpit WA Goods issueBORGR GR Automotive WE Goods receiptBORGR_B GR Automotive: Posting WE Goods receiptBORGR_C GR Automotive: Clearing WE Goods receiptCAT5 Data Transfer CATS -> PS WA Goods issueCAT9 Data Transfer CATS -> PM/CS WA Goods issueCIP2 CC2: Update PDC messages WA Goods issueCIP3 CC3: Update PDC messages WA Goods issueCIP4 CC4: Update PDC messages WA Goods issueCIP5 CC5: Update PDC messages WA Goods issueCIPV Posting PDC records WA Goods issue
Physical Inventory Document Type
TCode Transaction text Type DescriptionMI07 Process List of Differences WI Inventory documentMI08 Create List of Differences with Doc. WI Inventory documentMI10 Create List of Differences w/o Doc. WI Inventory document
8.3 Define Number Assignment for Material and Physical Inventory Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Number Assignment ® Define Number
Assignment for Material and Phys.Inv Documents
Transaction
Code OMBT
In this step, we maintain the number assignment for the following documents:
Configuration
Description
material documents
physical inventory documents
The number assignment for these documents is not to be confused with the number
assignment for accounting documents which we completed in the step Define number
assignment for accounting documents. The number assignment for accounting documents
depends on the document type which is allocated to the transaction.
The number assignment for material documents and physical inventory documents depends
on the transaction/event type which is also allocated to each transaction in Inventory
Management. The transaction/event types are divided into groups of number ranges. A
number range interval has to be defined for each group.
No From no. To number Status Ext01 0100000000 0199999999 002 4900000000 4999999999 490000241903 5000000000 5999999999 500000021904 0200000000 0299999999 0
Note
We cannot change the transaction/event types. However, we can change the
number range intervals or we can allocate transaction/event types to new groups.
SPRO-> IMG-> Materials Management-> Inventory Management and Physical Inventory->
Number Assignment-> Define Number Assignment for Material and Phys. Inv. Docs
Her you ned to maintain the number ranges for the group attched to the key.
If you want to maintain new number range intervals for an existing group:
a) Choose Group -> Maintain.
b) Select a group and choose Interval -> Maintain.
c) Choose Edit -> Insert year.
d) Maintain the number interval for the new fiscal year.
8.4 Define Number Assignment for Reservations
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Number Assignment ® Define Number
Assignment for Reservations
Transaction
Code OMJK
Configuration
Description
In this step, we set up number assignment for reservations.
The number assignment applies to all plants in the client.
Note
If we create reservations with method CreateFromData1 (function module
BAPI_RESERVATION_CREATE1), we can use the number range RB for an
external number assignment.
8.5 Field Selection for Goods Movement/Initial Header Screens
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Field Selection for Goods
Movement/Header Screens
Transaction
Code OMJN
Configuration
Description
In this step, we define the field selection for goods movements initial and header screens.
Note that the field selection for the item screens depends on the movement type and is
configured in separate steps.
In this step, we specify whether the fields are input, mandatory, display or hidden.
8.6 Field Selection for MIGO
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Settings for Enjoy Transactions ® Settings for
Goods Movements ® Field Selection for MIGO
Transaction
Code OMJX
Configuration
Description
Here we can:
Hide the header data completely or hide particular fields that we do not require
Hide pushbuttons that we do not require
Define the Delivery note and Bill of lading fields as mandatory entries if we use evaluated
receipt settlement
Show the GR/GI slip (GOHEAD-XABLN) field if we use GR/GI slip numbers (only necessary
in certain countries)
Show the Plant (GODYNPRO-PO_WERKS) field if we require the ordering-plant name for
purchase-order-related goods movements as a selection criterion in addition to the
purchase order number and item number
Hide the print indicator if we do not want to print out GR/GI slips in Inventory Management
8.7 Field Selection per Movement Type
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Settings for Enjoy Transactions ® Settings for
Goods Movements ® Field Selection per Mvt Type
Transaction
Code SPRO
Configuration
Description
In this step, we maintain all the settings for field selection by movement type. This step
replaces the activity Define Screen Layout for the Enjoy transactions. The settings from
Define Screen Layout are adopted in these settings automatically so that we do not need to
maintain new entries here.
We can specify for each field whether it is an optional entry or a mandatory entry. In the
table, we see all fields that are visible. We can access the setting Field Invisible by deleting
the appropriate entry from the table.
There is no distinction between different special stock indicators in these entries. Special
stock fields are always suppressed automatically.
8.8 Settings for Transactions and Reference Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Settings for Enjoy Transactions ® Settings for
Goods Movements ® Settings for Transactions and Reference Documents
Transaction
Code SPRO
Configuration
Description
We can limit the number of selectable transactions (goods receipt, goods issue, and so on)
and reference documents (material document, delivery note), and we can specify the
movement type that the system is to propose for every reference document.
If we need only certain transactions (for example, goods receipts or goods issues), we can
choose from the following preset transactions:
MIGO - Used to enter all goods receipts.
MIGO_GR - Used to enter goods receipts from external procurement.
MIGO_GO - Used to enter goods receipts for production orders.
MIGO_GI - Used to enter goods issues.
We can always display material documents.
Transaction MIGO; Actions Mentioned in the table
Action Active Action ActiveA01 A08A02 A09 XA03 X A10A04 X A11A05A06A07 X
Reference Document Types (For details go to the path mentioned)
A. Ref. Active MvT A. Ref. Active MvTR01 X 101 R02 XR04 X 101 R03 XR05 101 R01 X 351R06 101 R08 X 261R07 101 R09 X 201R08 X 101 R10 X 201R09 501 R09 X
R10 X 511 R10 X 301R02 X R10 X 303R03 X R02 XR02 X R10 X 305R02 X R01 XR02 X
8.9 Create Storage Location Automatically
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Issue/Transfer Postings®Create
Storage Location Automatically
Transaction
Code OMB2
Configuration
Description
In this step, we specify whether the automatic creation of storage location data is allowed
for goods issues and transfer postings.
This is advisable if we work with negative stocks and a material's first movement may be
an outward movement.
Note that the reversal movement for a goods issue, for example, movement type 202 or
262, is not considered as an issue but as a receipt. If we only use the automatic creation
of storage location data for reversals of goods issues, we do not have to allow negative
stocks.
We have to allow automatic creation per plant first of all. We then have to explicitly allow
the creation of storage location data for each movement type.
The storage location data is only created if the quantity is posted to 'standard' storage
location stock. It is not created for receipts into a special stock (for example, into sales
order stock).We are using standard movement types for automatic Storage Location
Creation
8.10 Set Manual Account Assignment
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods Issue/Transfer Postings® Set Manual
Account Assignment
Transaction
Code OMB6
Configuration
Description
In the R/3 System, account assignment is predefined via the automatic account
determination facility.
When we enter material movements that are assigned to a cost account, we can enter the
account number manually. In doing so, we change the account assignment predefined as
offsetting entry for inventory posting.
MvT Acct MvT Acct201 309 -202 310 -
292 311 -301 - 312 -302 - 313 -303 - 314 -304 - 317 -
8.11 Define Screen Layout
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods Issue/Transfer Postings® Define Screen
Layout
Transaction
Code OMBW
Configuration
Description
In this step, we set the field selection for the movement types including goods issues and
transfer postings.
When creating a goods movement, the field selection determines which fields
can be filled ( optional entry)
must be filled (required entry)
are suppressed fields
In Inventory Management, the field selection depends on the movement type.
The field selection defined for a movement type is valid for entering goods movements and
reservations.
Note
We do not maintain the input features of the G/L account and Reason fields here,
but in the following steps:
Manual account assignment (for the G/L account field)
Reason (for the Reason field)
Caution
The field selection for the movement type must correspond with the following field
selections:
field status definition of the G/L account to which postings are made (through the field status
group)
field selection of the posting key
We must take care that a mandatory entry in the G/L account is also defined as a
mandatory entry for the movement type.
8.12 Maintain Copy Rules for Reference Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Issue/Transfer Postings®Maintain
Copy Rules for Reference Documents
Transaction
Code SPRO
Configuration
Description
In this step, we configure whether the items of the reference document are proposed as
selected on the item selection list when entering a document with reference, or not.
The user can delete the check marks manually on the item selection list if she/he does
not want to adopt some items.
TCode Transaction text PrslMB11 Goods Movement XMB1A Goods Withdrawal XMB1B Transfer Posting X
8.13 Set up Dynamic Availability Check
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods Issue/Transfer Postings ® Set up Dynamic
Availability Check
Transacti
on Code OMCP
Configura
tion
Descripti
on
In this step, we configure the dynamic availability check.
In Inventory Management, two types of availability check are carried out.
availability check during the entry of reservations
availability check during the entry of goods movements
The system checks whether the material to be withdrawn is available and issues a message, if
necessary.
The availability check is only carried out if:
the material master record contains a checking group for the availability check (MRP data)
a checking rule is assigned to the transaction in Customizing
We can define
for each movement type which type of message is issued (object Movement type)
which checking rules are supported (object Checking rule)
per checking group and checking rule: which objects (documents, stocks, material requirements) are
included in the availability check (object Define checking rule)
per transaction of Inventory Management: which checking rule applies (object Transaction codes)
MvTA. Val.
update Qty update S Mvt Rec Cns Av201 P201 X A201 X K A201 X P201 X201 X X A201 X X K A
201 X X P202 P202 X P202 X202 X X202 X X K202 X X P221 Q A221 Q P A221 Q L A221 Q L P A221 X A221 X K A221 X Q A221 X Q P A
This is an indicative table.
Checking Rule
ChR Description of checking rule01 Checking rule 0102 Checking rule 0203 Checking rule 03A SD orderAE SD order; make-to-order stockAQ SD order; project stockAV SD order; returnable packagingAW SD order; consignmentB SD deliveryBB SD delivery; customer stockBE SD delivery; make-to-order stockBO Backorder processingBQ SD delivery; project stockBV SD delivery; returnable packagingBW SD delivery; consignment
Define Checking Rule
Transaction Codes
TCode Transaction text ChR Checking ruleCO27 Picking listMB11 Goods MovementMB1A Goods Withdrawal 03 Checking rule 03MB1B Transfer PostingMB26 Picking listMIGO_GI Goods MovementMIGO_TR Transfer Posting
8.14 Generate Physical Inventory Documents for Goods Movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Issue/Transfer Postings®Generate
Physical Inventory Documents for Goods Movements
Transaction
Code OMCC
Configuration
Description
In this step, we define for each plant and movement type whether a physical inventory
document is automatically generated when posting a goods movement.
We can create a physical inventory document in addition to the material document at the
time of a goods movement. This function is important when inventory differences are
posted from the Warehouse Management System. These inventory differences are
thereby documented in Inventory Management with a physical inventory document.
In order to create an inventory document in addition to a material document for a goods
movement, the following conditions must be met:
In the plant, we must define the transaction/event type WV for automatically generated
physical inventory documents.
We must define the document number assignment for this transaction/event type.
Automatic generation of physical inventory documents must be allowed for the movement
type.
MvT Idoc717 X718 X
The above list is indicative
8.15 Check Tolerance Limits
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Receipt ® Set Tolerance Limits
Transaction
Code OMC0
Configuration
Description
In this step, we set the tolerance limits for goods receipts.
When processing a goods receipt, the system checks each item to determine whether the
goods receipt varies from the purchase order or the material master data.
The different types of variances are defined by tolerance keys. For each tolerance key,
tolerance limits can be set per company code.
The following variances are checked in Inventory Management:
Variance in the purchase order price quantity
(Explanation)
For this variance, two tolerance keys are provided:Tolerance key B1 (error message)
We use tolerance key B1 to define the maximum percentage variance. If the variance is
greater than the maximum variance, the system creates an error message. The user
cannot post the goods receipt.Tolerance key B2 (warning message)
Tolerance key B2 defines the percentage variance from which a warning message is to
be issued. It is possible to post the goods receipt.
Variance for the moving average price of the material
(Explanation)
We use tolerance key VP to define the percentage variance from which a warning
message is issued. This warning message indicates a price change.
8.16 Create Storage Locations Automatically
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Receipt ® Create Storage
Locations Automatically
Transaction
Code OMB3
Configuration
Description
In this step, we specify whether the automatic creation of storage location data is allowed
for goods receipts.
This is advisable if we want to post a goods receipt without having to maintain the storage
location view of the material master record in advance.
We have to allow automatic creation per plant first of all. We then have to explicitly allow
the creation of storage location data for each movement type.
The storage location data is only created if the quantity is posted to 'standard' storage
location stock. It is not created for receipts into a special stock (for example, into sales
order stock).
8.17 Set Manual Account Assignment
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Receipt ® Set Manual Account
Assignment
Transaction
Code OMCH
Configuration
Description
In the R/3 System, account assignment is predefined via the automatic account
determination facility.
When we enter goods receipts which are assigned to a cost account, we can enter the
account manually. In doing so, we change the account assignment predefined as
offsetting entry for inventory posting.
8.18 Define Screen Layout
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Receipt ® Define Screen Layout
Transaction
Code OMCJ
Configuration
Description
In this step, we set the field selection for the goods receipt movement types.
When entering a goods receipt, the field selection controls which fields (account
assignment fields) are
ready for input ( optional entry fields)
have to be filled (required entry fields)
suppressed fields
In Inventory Management, the field selection depends on the movement type.
8.19 Maintain Copy Rules for Reference Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Receipt ® Maintain Copy Rules for
Reference Documents
Transaction
Code SPRO
Configuration
Description
In this step, we configure whether the items of the reference document are proposed as
selected on the item selection list when entering a document with reference, or not.
The user can delete the check marks manually on the item selection list if she/he does
not want to adopt some items.
TCode Transaction text PrslMB01 Post Goods Receipt for PO XMB0A Post Goods Receipt for PO XMB1C Other Goods Receipts XMB31 Goods Receipt for Production Order XMBRL Return Delivery for Matl Document XMBSF Release Blocked Stock via Mat. Doc. XMBSL Copy Material Document XMBST Cancel Material Document X
8.20 Set Dynamic Availability Check
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management
and Physical Inventory ® Goods Receipt ® Set Dynamic Availability Check
Transacti
on Code OMCM
In this step, we configure the dynamic availability check.
Configur
ation
Descripti
on
In Inventory Management, two types of availability check are carried out.
availability check during the entry of reservations
availability check during the entry of goods movements
The system checks whether the material to be withdrawn is available and issues a message, if
necessary.
Movement Type
MvT A. Val.updateQty update S Mvt Rec Cns Av
101 X Q B V101 X Q B X101 X Q B X P101 X Q F101 X Q F P101 X B101 X B A101 X B V101 X B X101 X B X A101 X B X V101 X X B101 X X B A
Checking Rule
ChR Description of checking rule01 Checking rule 0102 Checking rule 0203 Checking rule 03A SD orderAE SD order; make-to-order stockAQ SD order; project stockAV SD order; returnable packagingAW SD order; consignmentB SD deliveryBB SD delivery; customer stockBE SD delivery; make-to-order stockBO Backorder processingBQ SD delivery; project stockBV SD delivery; returnable packagingBW SD delivery; consignment
Transaction Code
TCode Transaction text ChR Checking ruleMB01 Post Goods Receipt for POMB0A Post Goods Receipt for POMB1C Other Goods Receipts 03 Checking rule 03MB31 Goods Receipt for Production Order 03 Checking rule 03MBNL Subsequent Delivery f. Material Doc. 03 Checking rule 03MBRL Return Delivery for Matl Document
MBSF Release Blocked Stock via Mat. Doc.MBSL Copy Material Document 03 Checking rule 03MBST Cancel Material DocumentMIGO_GO Goods MovementMIGO_GR Goods Movement
8.21 Set “Delivery Completed” Indicator
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Receipt ® Set “Delivery
Completed” Indicator
Transaction
Code SPRO
Configuration
Description
In this step, we can define that the R/3 System automatically suggests
the delivery completed indicator for goods receipts if the delivered quantity lies within the
under/over-delivery tolerance
The "delivery completed" indicator has the following effects:
The item is regarded as closed, even if the total quantity was not delivered.
A further delivery is not expected, may, however, arrive.
In the next goods receipt, the item appears on the selection list but has no selection
indicator.
The item can be reorganized even if the total quantity has not been delivered.
Note
Even if the "delivery completed" indicator has not been set, an item is considered
closed once the total quantity has been delivered. This means that the "delivery
completed" indicator is not necessary in this case.
8.22 Set Expiration Date Check
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Goods Receipt ® Set Expiration Date
Check
Transaction
Code OMJ5
Configuration
Description
In this step, we set the material shelf life expiration date check for goods receipts for each
plant and movement type.
Prerequisites
The shelf life expiration date of a material can only be entered if:
the minimum remaining shelf life is maintained in the material master record
The minimum remaining shelf life is the time the material must still be usable, so that the
goods receipt is accepted by the system. We can define the time unit the system uses in
the storage data of the material master record in the ‘Period indicator’ field.
the shelf life expiration date check is active in the plant
the shelf life expiration date check is active for the movement type
No expiration date check has been activated for ITZ.
8.23 Create Storage Location automatically for automatic movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Automatic Movements ® Create Storage
Locations automatically
Transaction
Code OMJ8
Configuration
Description
In this step, we specify whether the automatic creation of storage location data is allowed
for automatic goods movements.
This is advisable for goods movements via Shipping or when we post physical inventory
differences, for example.
We have to allow automatic creation per plant first of all. We then have to explicitly allow
the creation of storage location data for each movement type.
The storage location data is only created if the quantity is posted to 'standard'
storage location stock. It is not created for receipts into a special stock (for example,
into sales order stock).
8.24 Set manual account assignment for automatic movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Automatic Movements ® Set manual
account assignment for automatic movements
Transaction
Code OMJ9
Configuration
Description
Maintenance of this indicator is only useful in conjunction with movements for which a G/L
account can be entered or is provided by the calling program.
In the R/3 System, account assignment is predefined via the automatic account
determination facility.
When we enter material movements that are assigned to a cost account, we can enter the
account number manually. In doing so, we change the account assignment predefined as
offsetting entry for inventory posting.
MvT Acct MvT Acct121 601131 602132 603 -340 - 604 -341 - 621 -342 - 622 -543 - 623 -544 - 624 -545 - 631 -546 - 632 -
8.25 Define Screen Layout for automatic movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Automatic Movements ® Define Screen
Layout
Transaction
Code OMJA
Configuration
Description In this step, we set the screen Layout for automatic movement types.
8.26 Generate Physical Inventory Documents for Goods Movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Automatic Movements ® Generate Physical
Inventory Documents for Goods Movements
Transaction
Code OMJC
Configuration
Description
In this step, we define for each plant and movement type whether a physical inventory
document is created automatically when a goods movement is posted.
In conjunction with automatic movements, please also note that this indicator is not set for
goods movements which are created from within a physical inventory since, in this case,
the physical inventory document already exists. This applies to movement types 701 to
708.
8.27 Define Default Values for Reservations
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Reservations ® Define Default Values
Transaction
Code OMBN
In this step, we specify the default values for the following functions for each plant:
Configuration
Description
allow goods movements for reservations
delete reservations
create storage-location stock data automatically for reservations
Allow movements for reservations
We can only post a goods movement with reference to a reservation if the Movement
allowed indicator is set in the reservation item.
We are not using Reservations for ITZ.
Delete reservations
The management program sets the deletion indicator for reservation items whose
requirements date is earlier than the number of days specified here.
Create storage-location stock data automatically for reservations
When this indicator is set, the storage-location stock data is automatically created when a
reservation is posted. This applies both to planned outward movements and planned
receipts.
8.28 Maintain Copy Rules for Reference Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Reservations ® Define Default Values
Transaction
Code SPRO
Configuration
Description
In this step, we configure whether the items of the reference document are proposed as
selected on the item selection list when entering a document with reference, or not.
The user can delete the check marks manually on the item selection list if she/he does
not want to adopt some items
8.29 Set Dynamic Availability Check for Reservations
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Reservations ® Set Dynamic Availability
Check
Transaction
Code OMB1
Configuration
Description
In this step, we configure the dynamic availability check.
In Inventory Management, two types of availability check are carried out.
availability check during the entry of reservations
availability check during the entry of goods movements
The system checks whether the material to be withdrawn is available and issues a
message, if necessary.
TCode Transaction text ChR Checking ruleMB21 Create Reservation 03 Checking rule 03MB22 Change Reservation 03 Checking rule 03
8.30 Default Values for Physical Inventory
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Physical Inventory ® Default Values for
Physical Inventory
Transaction
Code SPRO
Configuration
Description
In this step, we specify the following default values for physical inventory for each plant:
Pre-settings for entering physical inventory documents
the stock type (unrestricted-use, in quality inspection, blocked)
the indicator for batch determination (in the foreground or in the background)
the unit of entry (stock keeping unit or unit of issue)
These indicators are suggested as default values when we enter a physical inventory
document. But we can also change them there.
Pre-settings for entering physical inventory documents
Reason for inventory difference
The default value we specify here is only displayed when we enter an inventory difference
without reference to the corresponding document. But we can also change the default
value here.
Note:
We only see this field when we enter inventory differences if we have activated it in the
step Field selection for physical inventory.
8.31 Record Reasons for Goods Movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Movement Types ® Record Reasons for
Goods Movements
Transaction
Code OMBS
Configuration
Description
In this step, we can carry out the following for each movement type:maintain the input status of the Reason fieldstore a key that gives a reason for the movement (for example, reason for return delivery) and a corresponding text.When we enter a goods movement, we can only enter reasons which have been defined for the movement type here.
8.32 Copy, Change Movement Types
Menu path Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory
Management and Physical Inventory ® Movement Types ® Copy, Change
Movement Types
Transaction
Code OMJJ
Configuration
Description
In this step, we canchange the setting of existing movement typesdefine new movement typesWhen we enter a goods movement, we must always enter the movement type. The movement type has important control functions in Inventory Management. It is essential forupdating the quantity fieldsupdating the stock and consumption accountsselection of the fields used for entering documentsprinting goods receipt/issue slips
9 Materials Management – Valuation and Account Assignment
9.1 Split Valuation
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Valuation
and Account Assignment ® Split Valuation ® Activate Split Valuation
Transaction
Code OMW0
Configuration
Description
You configure whether split valuation is allowed at your company. If you generally allow
split valuation, this does not mean that you must valuate each material on this basis. You
decide whether to do so or not for a particular material when creating the material master
record.
9.2 Configure Split Valuation
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Valuation
and Account Assignment ® Split Valuation ® Configure Split Valuation
Transaction
Code OMWC
Configuration
Description
In split valuation, we can distinguish between partial stocks of a material
according to certain criteria and valuate them separately.
The material stock is divided according to valuation category and valuation
type:
The valuation category determines how the partial stocks are divided, that is,
according to which criteria.
The valuation type describes the characteristics of the individual stocks.
With the function "Setting" we can determine:
which valuation categories exist in our company (global categories)
which valuation types exist in our company (global types)
which valuation types belong to which valuation category
which valuation categories exist in a valuation area (local categories)
To select split valuation, proceed as follows:1. 1. Determine the valuation categories and valuation types that are allowed for allvaluation
areas:Global valuation categories via menu "Goto --> Global Categories"
Global valuation types via menu "Goto --> Global Types"
1. 2. Allocate the valuation types to the valuation categories.
a) Select "Goto --> Global Categories".
b) Position the cursor on a valuation category and select "Goto -->
Global Categories --> Allocations --> Types->Category".
c) Activate the valuation types you want.
1. 3. Determine the local valuation categories for each valuation area.
a) Select "Goto --> Local definitions".
b) Position the cursor on a valuation area and select "Goto --> Local
Definitions --> Allocate Categories->Org.units". You obtain a list of the
global valuation categories.
c) Activate the categories to be used in this valuation area.
The system creates the local valuation types based on the allocations under
point 2.