sap mm master data work instructions for key users

Master Data CourseSAP/CSI Training

IntroductionThe purpose of this course

This course is designed to provide a comprehensive introduction to system activities directly related to the creation and maintenance of master data.

The data contained within this guide are only provided as examples and do not reflect the same data that is listed within the production system. The SAP/CSI is still in the development phases and some screens may change as a result of this ongoing development effort.

All information contained within this guide is subject to change.

Table of Contents

Body Text Here

Master Data Course 3Thomson Technicolor © Copyright 2005 All Rights Reserved

Display Material Master Record MM03

Purpose

Use this procedure to display a material master record.

Trigger

You need to review information about a part number, component, or item.

Prerequisites

The SAP/CSI material master record number must exist. Perform a match code search if the material number is unknown.

Menu Path

Use the following menu path(s) to begin this transaction:

Select Logistics Production Master Data Material Master Material Display MM03 – Display Current to go to the Display Material (Initial Screen).

Transaction Code

MM03

Helpful Hints

On the Display Material XXXX (CSI Finished Goods) screen(s), there will be many tabs which represent the different material master record views. If you see a small yellow symbol in the upper left hand corner of the tab, this represents a tab you selected to view. Example:

.

There are 6 distinct material types in the SAP/CSI system. These material types and their descriptions are listed in the table below.

MTyp Material type description

Z708 CSI PMG Dry Goods

Z709 CSI Finished Goods

Z723 CSI Non PMG Dry Goods

Z725 CSI Semi-finished Good

Z726 CSI Raw materials

Z727 CSI Master


Procedure

1. Start the transaction using the menu path or transaction code.


Display Material (Initial Screen)

2. As required, complete the following field:

Field Name R/O/C Description

Material R Unique number identifying a product that is produced, purchased, or inventoried.

Example: HESDTSBBRP65423CDB

3. Click .


Select View(s)

4. Click to select all possible views to display OR click to the left of the select view(s) to be displayed. For this example, we will select all the views.

5. Click to accept.


Organizational Levels

The organization levels displayed and required depend on what type of material you choose to display.

6. As required, complete the following fields:


Plant R Code identifying an organizational unit seen as central to the manufacturing process. A plant can be a manufacturing site or a group of storage locations that share materials. A plant can also be a distribution center.

Example: 7220 (Camarillo Plant)

StorageLocation O An organizational unit facilitating differentiation between the various stocks of a material within a plant. Typically, the number of the storage location at which the material is stored. A plant may contain one or more storage locations.

Example: 0100 (Main Storage)

Sales Org. O An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP/CSI, any number of distribution channels and divisions can be assigned to a sales organization.

Example: 7210 (Technicolor US)

Distr. Channel O The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP/CSI, it is possible to deliver goods to a given customer through more than one distribution channel.

Example: 01 (default)

7. Click to continue.


Display Material XXXX (CSI Finished Goods)

8. Click . The Class Type (1) X Entries Found dialog box appears.


Class Type (1) 4 Entries Found

9. Double-click Material class 001.


Classification

10. Review the assignments and values for the selected material contained on the Classification screen.

Click the tabs in the Values section to view the values for characteristics for General, Common, EDI, and FG Optical.

11. Click to proceed to the Display Material XXXX (CSI Finished Goods) screen.



12. Click .

Click to view a list of tabs, if you are not able to see them on your screen. Select the tab you want to view from the drop-down list.



13. As required, review the following fields:


Base Unit of Measure R Unit of measure in which the stock of a material is managed. The SAP system converts all quantities entered in other units into the base unit of measure.

Example: PC (Piece)

Purchasing Group R Buyer or group of buyers responsible for purchasing activities.

Example: 7M0

MRP Type R Determines whether and how the material is planned.

Example: PD (MRP)

MRP Controller R Controller or group of controllers responsible for planning material requirements.

Example: 700

Lot size R Determines which lot-sizing procedure SAP/CSI uses within materials planning to calculate the quantity to be procured or produced.

Example: EX (Lot-for-lot order quantity)


14. Click .





Procurement type R Defines how the material is procured.

Example: X (in-house production and external procurement)

Prod. stor. location R In the case of a material produced in-house, this is the key of the storage location that is copied to the planned order, production order, or run schedule quantity.

Example: 0100

In-house production R Specifies the time in workdays needed to produce the material in-house, independent of the order quantity.

Example: 1

GR processing time R Number of workdays required after receipt of the material for inspection and placement into storage.

Example: 0

SchedMargin key R Determines the floats required for scheduling an order.

Example: 000


16. Click .





Strategy group O Groups all the planning strategies that can be used for a particular material. The planning strategy represents the procedure used for planning a material and is (technically speaking) controlled by the MRP types.

Bwd consumption per.

O Determines the consumption period (in workdays) for backward consumption. Using backward consumption, sales orders, dependent requirements, or material reservations are assigned to and consume planned independent requirement quantities which lie within the consumption period and before the requirements date.

Example: 0

Fwd consumption per. O Determines the consumption period (in workdays) for forward consumption. In forward consumption, sales orders, dependent requirements or material reservations consume planned independent requirements that lie within the consumption period after the requirements date.

Example: 0



Plng conv. factor O Factor that the system uses to convert the quantity of the current material, measured in the base unit of measure, to the base unit quantity of the planning material.

Availability check R Specifies whether and how the system checks availability and generates requirements for materials planning.

Example: KP (no check)

Tot. repl. lead time O Time needed before the product is completely available again, that is, after all BOM levels have been procured or produced. It is not calculated by the system, but defined in this field as the total of the in-house production time(s) and/or the planned delivery time(s) of the longest production path.

18. Click .





Selection method O Determines the selection of the alternative BOM when requirements are exploded in material requirements planning.

Individual/coll. O Determines whether the following requirements are allowed for the dependent requirements of the material:

Individual requirements – quantities of the dependent material are stated individually.

Collective requirements – quantities of the dependent material are grouped together.

20. Click .





Production scheduler O Scheduler responsible for a material in production activity control.

Prod.Sched.Profile R Profile that you can use to

specify that certain business transactions are carried out in parallel in a production order / process order

trigger an automatic goods receipt

specify an overall profile for capacity leveling

Example: 000001 (HES CSI Production planning profile)

22. Click tab.





Valuation class O Code which helps identifies a set of general ledger accounts will be updated based on valuation-relevant transactions.

Standard Price R Price at which the material is valued.

24. Click to exit.

25. You have completed this transaction.

Result

You have successfully displayed a material master record in SAP/CSI.

Comments

None.


Material Search MM60

Purpose

Use this procedure to search for a group of materials with certain parameters.

Trigger

You need to view a list of related material based on a specific set of criteria.

Prerequisites

The material master must exist.

Menu Path


Select Production Master Data Material Master Other MM60 – Materials List to go to the Materials List screen.

Transaction Code

MM60

Helpful Hints

You can use any one of the following criteria to generate a list of materials.

Material

Plant

Material type

Material group

Created by


Procedure



Materials List



Material O Unique number identifying a product that is produced, purchased, or inventoried.

Plant O Code identifying an organizational unit seen as central to the manufacturing process. A plant can be a manufacturing site or a group of storage locations that share materials. A plant can also be a distribution center.

Example: 7220

Material Type R Code used to group certain materials together and provide access to different views. Examples include:

Example: Z709 (CSI Finished Goods)

Material Group O Code identifying a grouping of materials based on similar attributes.

Created by O User name of the person who created the data/record.

Enter any search criteria that will allow you to achieve the desired results.


3. Click .

Materials List

4. Review the displayed results.

5. If you want to save the list in Excel format, select List Save/Send File…

Save list in file…


6. Select to the left of Spreadsheet.

7. Click .


Materials List



Directory R Enter the file path for the placement of the exported document.

File Name R Enter a file name followed by the “.xls” extension.

9. Click .

Your spreadsheet is now in the directory specified.


11. Click to exit the transaction.

Result

You have successfully displayed a list of materials.

Comments

There are 6 standard material types used in the system. They are listed in the table below for easy reference.

MTyp Material type descriptionZ708 CSI PMG Dry GoodsZ709 CSI Finished GoodsZ723 CSI Non PMG Dry GoodsZ725 CSI Semi-finished GoodZ726 CSI Raw materialsZ727 CSI Master


Create Material Master Record MM01

Purpose

Use this procedure to create a material master record.

Trigger

There are six distinct material types in CSI. You have been asked to make one.

Prerequisites

Engineering Change document requesting new material creation.

Menu Path


Select Logistics Materials Management Material Master Material Create (General) MM01-Immediately to go to the Create Material (Initial Screen) screen.

Transaction Code

MM01

Helpful Hints

Prior to creating a new material master record, collect all detailed information about the material to be created.

PLEASE BE AWARE – The screen names may not match the screen titles, however the screen fields are the same.

Material Type Views

CSI PMG Dry Goods (Z708) Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Plant Stocks, Sales, Warehouse Management, Storage Location Stocks

CSI Non PMG Dry Goods (Z723) Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks

CSI Raw Materials (Z726) Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks

CSI Master (Z727) Work Scheduling, Accounting, Classification, MRP, Purchasing, Production Resource Tools, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks

CSI Semi Finished Goods (Z725) Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks

CSI Finished Goods (Z709) Work Scheduling, Accounting, Classification, MRP, Storage, Basic Data, Storage, Plant Stocks, Sales, Storage Location Stocks


Procedure



Create Material (Initial Screen)




Example: HESDTSBBRP999990DB

Please refer to the Part Number Guide to perform the correct material number assignment procedures.

Industry Sector R Branch of industry. The industry sector groups together companies according to their activities.

Example: Mechanical Engineering

Material Type R Code used to group certain materials together and provide access to different views. Examples include:

Example: CSI Finished Goods

3. Click to validate the entered data.


Select View(s)

4. Click to select all views or click to the left of desired views.

When creating a master record for material type CSI Finished Goods the following views must be selected: Basic Data 1, Basic Data 2, Classification, Sales: Sales Org Data 1, Sales: General/Plant Data, Purchase Order Text, MRP 1, MRP 2, MRP 3, MRP 4, Work Scheduling, General Plant Data / Storage 1, General Plant Data / Storage 2.

Not all selected views will require data entry during the initial material master record creation process.

5. Click .





Example: 7220 (Camarillo)

StorageLocation O Physical location in which the material is kept. A plant can be a storage location.


Sales Org. O An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP/CSI, any number of distribution channels and divisions can be assigned to a sales organization.

Example: 7210 (Technicolor US)

Distr. Channel O The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP/CSI, it is possible to deliver goods to a given customer through more than one distribution channel.

Example: 01 (default)

MRP profile O Key that you can use to store MRP parameters that are independent of the material master record.

There will be other opportunities to complete the organizational level.



Create Material XXXX (CSI Finished Goods)

8. Under the tab complete the following fields:


Material Description R Text description of the material. The material description can have a maximum of 40 characters. Please follow guidelines for text descriptions.

Example: TRAINING DVD

Base Unit of Measure R Unit of measure in which stock of the material is managed. The system converts all the quantities entered in other units of measure (alternative units of measure) to the base unit of measure. This will ensure that the material can be bought or sold in different units (a pack may contain 12 each), but the system will perform calculations at the Each level.

Example: PC (Piece)

Material Group R Code identifying a grouping of materials based on similar attributes.

Example: 7201 (Finished Disk DVD5)

Gross Weight R Weight of the material, including packaging.

Example: .25



Weight Unit R Description of the Weight Unit.

Example: LB (US pound)

9. Click the tab.


No data entry required within the Basic Data 2 view at this time. Data will be entered at a later date through a separate procedure.

10. Click to proceed to the next tab.


Classification



Class R Group of objects (materials, documents) that are grouped based on similar attributes.

Example: CSI_FG_OPTICAL

12. Click to validate entered data.


Classification

13. As required, complete the following fields on all the tabs in the Values section:


Value O Value of a characteristic. Can be either text or numeric.

Example: 010/073-xxxxx-xxx (ListItem)

14. Click to proceed to the next view.



15. As required, complete/review the following fields:


Base Unit of Measure R Unit of measure in which the stock of a material is managed. The SAP system converts all quantities entered in other units into the base unit of measure.

Example: PC (piece)

Division R An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services. SAP/CSI uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division.

Example: 01 (default division)

Delivering Plant R Plant from which goods are delivered to the customer.

Example: 7220 (Camarillo plant)

Tax classification (first column)

R Indicator with which the system determines output tax for the material when processing sales and distribution-specific documents. Enter code for tax item.

Example: 0 (no tax)


16. Click .




Availability check R Specifies whether or how the system checks availability and generates requirements for material planning.

Example: KP (no check)

18. Click .


19. Enter text you want to default into the purchase order in the text box.

20. Click .

Create Material XXXX (CSI Finished Goods)-



MRP Type R Determines whether or how the material is planned.

Example: PD (MRP)

MRP Controller R Code identifying the controller or group of controllers responsible for planning a material.

Example: 752 (DVD pack)

Lot Size R Determines which lot-sizing procedure SAP/CSI uses within materials planning to calculate the quantity to be procured or produced.

Example: EX (Lot-for-lot order quantity)

22. Click .



23. As required, review/complete the following fields:


Procurement type R Determines whether or how the material is planned.

Example: E (external procurement)

Prod. stor. location R In the case of a material produced in-house, this is the key of the storage location that is copied to the planned order, production order, or run schedule quantity.

Example: 0100

In-house production R Specifies the time in workdays needed to produce the material in-house, independent of the order quantity.

Example: 2

GR processing time R Number of workdays required after receipt of the material for inspection and placement into storage.

Example: 1

SchedMargin key R Determines the floats required for scheduling an order.

Example: 000


24. Click .




Strategy group O Groups all the planning strategies that can be used for a particular material. Represents the procedure used for planning a material and is (technically speaking) controlled by the MRP types.

Example: 00 (no planning / requirements transfer)

Bwd. Consumption per.

R Determines the consumption period (in workdays) for backward consumption. Using backward consumption, sales orders, dependent requirements, or material reservations are assigned to and consume planned independent requirement quantities which lie within the consumption period and before the requirements date.

Example: 0



Fwd consumption per. O Determines the consumption period (in workdays) for forward consumption. In forward consumption, sales orders, dependent requirements, or material reservations consume planned independent requirements that lie within the consumption period after requirements date.

Example: 0

Plng conv. factor O Factor that the system uses to convert the quantity of the current material, measured in the base unit of measure, to the base unit quantity of the planning material.

Tot. repl. lead time O Time needed before the product is completely available again; that is, after all BOM levels have been procured or produced. It is not calculated by the system, but defined in this field as the total of the in-house production time(s) and/or the planned delivery time(s) of the longest production path.

Example: 1

26. Click .





Selection method O Determines the selection of the alternative BOM when requirements are exploded in material requirements planning.

Example: blank (selection by order quantity)

Individual/coll. O Determines whether the following requirements are allowed for the dependent requirements of the material:

Individual requirements – quantities of the dependent material are stated individually.

Collective requirements – quantities of the dependent material are grouped together.

Example: blank (individual and collective requirements)

28. Click .





Production scheduler O Scheduler responsible for a material in production activity control.

Example: 700 (general)

Prod.Sched.Profile R Profile used to:

Specify that certain business transactions are carried out in parallel in a production order/process order

Trigger an automatic goods receipt

Specify an overall profile for capacity leveling

Example: 000001 (HES CSI Production planning profile)

30. Click .


Create Material XXX (CSI Finished Goods)



Valuation Class R Group of G/L accounts to which the material is assigned. This allows the values of materials of the same material type to be posted to different accounts, and allows the values of materials of the different material types to be posted to same accounts.

Example: 7920 (finished products)

Price Control R Code determining whether the stock of a material is valuated at standard price or moving average price.

Example: S (standard price)

Standard Price R Price at which the material is valuated.

Example: 2.50

32. Click .


Create Material (Initial Screen)

The system displays the message ‘Material XXXX created.’

33. This transaction has been completed.

34. Click to exit.

Result

You have successfully created a material master record.

Comments

None.


Change Material Master Record MM02

Purpose

Use this procedure to change a material master record.

Trigger

You receive a request to immediately change one or more fields in the material master views.

Prerequisites

SAP/CSI material master record must already exist in the system.

Type of change or data to be changed known for the material in question.

Menu Path


Select Logistics Production Master Data Material Master Material Change MM02 - Immediately to go to the Change Material (Initial Screen).

Transaction Code

MM02

Helpful Hints

For a display of the views and the fields contained on them please refer to the work instruction for MM01 – Create a Material Master Record.


Procedure



Change Material (Initial Screen)





3. Click .


Select View(s)

4. Click to the left of the view(s) where you will make the change(s).


The view used for this example was the Basic Data 2 view and the description of the material was changed. Because of this the organizational level screen below only request values for a plant and storage location. Depending on which view(s) are selected will depend on what organizational level are required.


Change Material XXXX (CSI Finished Goods)

The required fields to change depend on the change that needs to be scheduled.

6. As required, change the following fields:


Material O Unique number identifying a product that is produced, purchased, or inventoried.

Example: TRAINING DVD FOR USERS

7. Click to validate.


Last data screen reached

8. Click .

Change Material (Initial Screen)

The system displays the message, "Material XXXX changed”.


10. Click to exit.


Result

You have successfully changed a material master record.

Comments

Refer to work instruction MM01 – Create Material Master for more information.


Display Bill of Materials CS03

Purpose

Use this procedure to display a BOM.

Trigger

Perform this procedure when there is a need to display the information contained on a BOM.

Prerequisites

A BOM must exist for the material being reviewed.

Menu Path


Select Logistics Production Master Data Bills of Materials Bill of Materials Material BOM CS03 – Display to go to the Display material BOM: Initial Screen.

Transaction Code

CS03

Helpful Hints

None

Procedure



Display material BOM: Initial Screen




Example: HES720596ST1

PIant O Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning.

Example: 7200 -- Technicolor Export De Mexico

BOM Usage R Description of the BOM Usage.

Example: 1 – Production

Valid From O The date from which the BOM is valid.

The current days date default.

Example: 08/12/2005

3. Click .


Display material BOM: General Item Overview

The information contained on this screen displays the components and quantity needed for the specified material.



Component R Material number of the components.

Example: HES720596ST1

Component description

O Short text describing the component.

Example: SEX & THE CITY SEASON 2 DISC 2

Quantity R Quantity of the component, which is entered in relation to the base quantity of the product.

Example: 1

Un O The unit of measure for the component quantity.

Example: EA (each)


5. Click to view the BOM header.

Display material BOM: Header Overview

6. Review the information at the header level.


8. Click to exit.

Result

You have successfully displayed a BOM.

Comments

More information may be available by using additional buttons and menu paths.


Create Bill of Material CS01

Purpose

Use this transaction to create a Bill of Material (BOM), which is a complete, formally structured list of components that makes up a product or assembly. The list contains the object number of each component, together with the quantity and unit of measure. The components are known as BOM items.

A Bill of Materials structure is required for a Material.

Bills of material (BOMs) and routings contain essential master data for integrated materials management and production control.

Trigger

Perform this procedure when you want to create a Bill of Material.

Prerequisites

Material Master Record created and approved in the SAP R/3 system.

Menu Path


Select Logistics Production Master Data Bills of Material Bills of Material Material BOM Create to go to the Create material BOM screen.

Transaction Code

CS01

Helpful Hints

A BOM can be created by copying data from an existing BOM. Following the copy procedure, the new BOM can be modified.

Procedure



Create material BOM: Initial Screen





PIant R Organizational unit.



Example: 3 (universal)

Change Number O Number used to uniquely identify a change master record.

Example: 14

3. Click .


Create material BOM: General Item Overview

4. As required, complete the following fields for as many components as you need to enter:


ICt R Categorization of the items in a BOM according to set criteria, such as whether they refer to an object (for example, material master or document info record) or whether they are kept in stock.

Example: L (Stock item)

Component R The material number.

Example: HESDTSABBP65423DVD

Quantity R Specified amount. The number or count of an item.

Example: 2

5. Click .


Create material BOM: General Item Overview

6. Click to save your entries.


Create material BOM: Initial Screen

The system displays the message, "BOM created for material XXXX."


8. Click to exit.

Result

You have created a BOM.

Comments

None.


Change Bill of Material CS02

Purpose

Use this transaction to change a Bill of Material (BOM), which is a complete, formally structured list of components that makes up a product or assembly. The list contains the object number of each component, together with the quantity and unit of measure. The components are known as BOM items.

A Bill of Materials structure is required for a Material.

Bills of material (BOMs) and routings contain essential master data for integrated materials management and production control.

Trigger

Perform this procedure when a Bill of Material needs to be changed.

Prerequisites

A Bill of Material must have been created.

A Change Number must exist.

Menu Path


Select Logistics Production Master Data Bills of Material Bill of Material Material BOM Change to go to the Change material BOM: Initial Screen.

Transaction Code

CS02

Helpful Hints

Please refer to work instruction CS01 – Create Bill of Material for more information.


Procedure

1. Start the transaction by entering the transaction code or following the menu path.

Change material BOM: Initial Screen








Example: 3 (universal)

Valid From O The date from which the BOM is valid.

The current date defaults.

Example: 08/12/2005



Change Number R Enter the number to track this revision to the bill of materials.

Example: 500000000024

Change material BOM: General Item Overview

3. As required, complete/change the following fields. For this example, we will add a new component.


Ict R Categorization of the items in a BOM according to set criteria, such as whether they refer to an object (for example, material master or document info record) or whether they are kept in stock.

Example: L (Stock item)

Component R The material number.

Example: PMG50792701PKLB

Quantity R Specified amount. The number or count of an item.

Example: 1

4. Click to confirm the entries.


5. Click to save your entries.

Change material BOM: Initial Screen

The system displays the message, "BOM for material XXXX changed”.


7. Click to exit.

Result

You have changed a BOM.

Comments

Please refer to work instruction CS01 – Create Bill of Material for more information.


Display Multi-Level BOM CS12

Purpose

Use this transaction to display a multi-level BOM.

Trigger

Perform this procedure when you need to display a multi-level BOM.

Prerequisites

A BOM for that material must exist.

Menu Path


Select Logistics Central Functions Engineering Bill of Material Evaluations BOM Explosion Material BOM BOM (Multi-Level) to go to the Explode BOM: Multi-Level BOM: Initial Screen.

Transaction Code

CS12

Helpful Hints

None


Procedure


Explode BOM: Multi-Level BOM: Initial Screen



Material R Substance or commodity that is bought or sold on a commercial basis, or is used, consumed, or created in production; a material can also be a service.

Enter material number.

Example: HESTEST2479ST1

Plant O A physical definition of a group of manufacturing processes. Can include product and services.

3. Click to execute the report.


Display Multilevel BOM

4. Click to change the layout of the report.


Change layout

5. Select the field/fields that you would like to add or remove from the report layout.

6. Click to return to the report.



7. Double-click in the Objects column to view the details of that BOM item or document.


Display material BOM: Item: All data

8. Click when you have reviewed the information on the individual BOM.



9. Click if you want to export the report to another format.

Save list in file...

10. Select to export into a spreadsheet format.


11. Click to export the report.


12. Click to enter the document name, extension and the location to save the file.

13. Click to export the report.

14. Click to return to the Explode BOM: Multi-Level BOM: Initial Screen.

Explode BOM: Multi-Level BOM: Initial Screen




Result

You have executed a report to display a multi-level BOM.

Comments

None.


Summarized BOM CS13

Purpose

Use this procedure to display a summarized of the BOM for a selected material.

Trigger

Perform this procedure when there is a need to view a BOM in summary format.

Prerequisites

BOM must exist for selected material.

Menu Path


Select Logistics Production Bills of Materials Reporting BOM Explosion Material BOM CS13 – Summarized BOM to go to the Explode BOM: Summarized BOM: Initial Screen.

Transaction Code

CS13

Helpful Hints

None.


Procedure



Explode BOM: Summarized BOM: Initial Screen







BOM Application R Description of the BOM Application

Example: PP01 (Production – general)

Valid From O The date from which the inquiry or quotation is valid.

Note: The current days date will default.

Example: 08/12/2005

3. Click


Summarized BOM - Multi-Level

The Summarized BOM – Multi-level screen lists all of the components contained on the material BOM for the specified material. The example above is for the material number D1EM060A06.

4. Click twice to exit.


Result

You have displayed a summarized BOM.

Comments

More information about a particular component may be achieved by double-clicking on the line item while on the Summarized BOM: Multi-level screen.

Selecting the following menu path may print the displayed information: Extras List Print. There must be user print parameters set up for the job to run.

Selecting the following menu path may save the displayed information to a local file: Extras List Export Spreadsheet.


Elwanda M. Bennett, 08/18/05,

I had to leave this screenshot in to reflect the proper outcome of the transaction. However, I have another sample, it’s pitiful but valid. Filename MDC-0056

BOM Comparison CS14

Purpose

Use this procedure to compare two material BOMs for two different materials. This procedure may be used in the material conversion process.

Trigger

Perform this procedure when there is a need to compare two material BOMs.

Prerequisites

The materials must exist in the system.

Menu Path


Select Logistics Production Bills of Materials Reporting CS14 – BOM Comparison to go to the BOM Comparison: Initial Screen (One Level) screen.

Transaction Code

CS14

Helpful Hints

None.


Procedure



BOM Comparison: Initial Screen (One-Level)

If the button is grayed out, then the results will be on a

single-level basis. If the button is grayed out, then the results will be on a multi-level basis. Additional fields are required to use the multi-level comparison.

2. As required, complete the following fields for each material.




HESTEST2479FT0

PIant R Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning.




Usage R (1) Code identifying the type of task list in which the work center can be used. If this field is not maintained, then capacities will not be generated for the work center in a scheduling run. (2) Key specifying the purpose for which a task list is used (for example production or repair work).

Example: 1

Valid From R The date from which the inquiry or quotation is valid.

Note: The current days date will default.

Example: 08/11/2004


4. Perform one of the following:

If you want to Then

Display the BOMs using a multi-level comparison Click

Display the two BOMs using summarized comparison Click

Display the two BOMs using differentiated comparison Click

Exit this transactionClick



BOM Comparison: Result (Summarized)

6. Review and change displayed information as needed.

This view can be the single-level or multi-level depending on the display chosen.

7. Click


BOM Comparison: Initial Screen (One-Level)



BOM Comparison: Result (Differentiated)


This view can be the single-level or multi-level depending on the display chosen.

10. Click .

11. Click .


BOM Comparison: Initial Screen (Multi-Level)

12. Click to view the multilevel BOM comparison.


BOM Comparison: Result (Summarized)

13. Click to exit.


Result

You have successfully displayed the material BOM for two different materials to compare the BOMs for each.

Comments

None.


Display Where Used List for a Material CS15

Purpose

Use this procedure to display the “Where used list” for a particular material.

Trigger

Perform this procedure when you need to see where a material is used.

Prerequisites

Material Master Record must be created in SAP.

Material BOM must exist for that material.

Menu Path


Select Logistics Production Master Data Bills of Materials Reporting Where-used List CS15 - Material to go to the Where-Used List: Material: Initial Screen.

Transaction Code

CS15

Helpful Hints

None


Procedure



Where-Used List: Material: Initial Screen




Example: HESTEST2479FT0

Valid From O The date from which the inquiry or quotation is valid.

The current days date will default in the field.

Example: 08/16/2005

Valid To O Date until which the bid or quotation is binding.

3. Select the type(s) of where-used list you want to view.

4. Select the type(s) of BOM(s) for which you want to view the where-used list.

5. Click to enter additional selection criteria.


Where-Used List: Material: View





7. Perform one of the following:

If you want to . . . Then . . .

Display the results using a multi-level display Click to the left of Multi-lev.

Display the results using a single-level display Verify to the left of Multi-lev. is deselected.

8. Click .


Material Where-Used List

9. Review multi-level view and manipulate data as needed.

10. Click to go back to the Where-Used List: Material: View screen.


Material Where-Used List

11. Review single-level view and manipulate data as needed.

12. Click to go back to the Where-Used List: Material: View screen.


Where-Used List: Material: View

13. Click to exit.


Result

You have successfully displayed the where used list in a multi-level or single-level view for a specified material.

Comments

The view button, ,may appear on the Where-Used List: Material: Initial Screen display

screen, if you click the button twice. This button signifies that the data has been entered on the Where-Used List: Material View screen.


Stock Overview MMBE

Purpose

Use this procedure to display an overview of the stock balance of a specific material at the Inventory Management level.

Trigger

Perform this procedure when it is necessary to view stock balances of a material.

Prerequisites

None

Menu Path

Use the following menu path to begin this transaction:

Select Logistics Materials Management Inventory Management Environment Stock MMBE - Stock Overview to go to the Stock Overview: Company Code/Plant/Storage Location/Batch screen.

Transaction Code

MMBE

Helpful Hints

Drill-down capability exists for additional details on stock levels.

This capability also offers other stock views, such as Stock in Transit and Stock in Quality Inspection.

You can display serial numbers for selected stocks (provided they exist) by choosing the menu path Environment Equipment /Serial number.


Procedure


Stock Overview: Company Code/Plant/Storage Location/Batch



Material R Substance or commodity that is bought or sold on a commercial basis, or is used, consumed, or created in production; a material can also be a service.

Example: WD00036387DVD

PIant R A physical definition of a group of manufacturing processes. Can include product and services.


Storage location R An organizational unit facilitating differentiation between the various stocks of a material within a plant.





Special stock indicator

O Indicates the type of special stock to be included in the stock overview. Special stock is stock of materials that must be managed separately for reasons of ownership or location.

Example: K (consignment – vendor)

Display version O Uniquely identifies the display version of the stock overview.

Example: 01 (all stock types)

Display unit of measure

O Specifies the unit of measure in which the quantity represented is displayed.

Example: EA (each)

4. Choose one or more of the following options:

If you want to. . . Then select. . .

Determine whether special stocks are included when stock data is read

.

Cause the system to read stock commitments when determining stock data (Stock commitments include such things as open Purchase Order quantities, Stock in Transfer, Reservations, etc.)

.

Exclude the display of zero stock balances .

Display stock balances with the decimal place as defined in Global Settings in the IMG

.

Display stock balances at the company code level .

Display stock balances at the plant level .

Display stock balances at the storage location level .

Display stock balances at the batch level .

Display stock balances of special stocks .

5. Click to process the selection criteria.


Stock Overview: Company Code/Plant/Storage Location/Batch

6. Review the total of the material for unrestricted use, quality inspection, and reserved.



Result

You have displayed the stock overview for a specific material.

Comments

None.


Display Customer XD03

Purpose

Use this procedure to search for an existing customer number and display it.

Trigger

Perform this procedure before creating a new customer to avoid creating a duplicate, or to view information on an existing customer.

Prerequisites

The customer master record must exist in SAP/CSI.

Menu Path


Select Logistics Sales and Distribution Master Data Business Partner Customer Display XD03 - Complete to go to the Customer Display: Initial Screen.

Transaction Code

XD03

Helpful Hints

Several match codes exist. The most commonly used in searching for a customer number is “Search per account group” or “Search by ship-to customers”.

Restrict match code searches by entering known data in appropriate fields. If you run the match code without any restrictions, the returned list displays only 500 entries instead of the entire file.

Use asterisks as wildcards in all search fields.Example: Enter “*tech*” in the Name field to return all customer numbers with the word Tech in the name. The returned list would include both Technicolor and Advanced Vision Technologies.

Searching on the Name field is often more accurate than using the Search term field. The search term is a twenty character field but only ten characters are included in match codes.

Procedure



Customer Display: Initial Screen



Customer R Entity to which the company sells goods or services. A customer is signified with a unique numeric identifier and non-generic description.

If you do not know the customer number, you can search for it using the matchcode in the Customer field. See the “Helpful Hints” section for more information.

Example: 900055

Company code R Independent accounting unit; in most cases is a legal entity. You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies simultaneously.

Example: HES1

Sales Organization R An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization.

Example: 7210

Distribution Channel R The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP, it is possible to deliver goods to a given customer through more than one distribution channel.

Example: 01



Division R An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services. SAP uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division.

Example: 01

3. Click to view general data about the customer.

Display Customer: General Data (Address)



Name R A word or group of words used to describe an entity.

Example: DISNEY

Name O The customer’s store number may be visible on the 3rd line of the Name field, if available.



Search term 1/2 R Short term used for searching.

The first field contains the customer name without spaces.

The second field contains the JBA customer number.

Example: 44BU002

Street/House number O The street address and house number number of the customer.

Postal code/City C Customer’s zip code and city.

Country R Customer’s country.

Example: US

Region R Customer’s state or region.

P. O. Box O Customer’s post office box number, if applicable.

Postal code C A code of letters and digits added to a postal address to aid in the sorting of mail; sometimes referred to as "zip code."

Telephone O Customer’s main telephone number.

Fax O Customer’s fax number.

5. Click to view company code data.


Display Customer: Company Code Data (Account management)

6. Click to view correspondence information.


Display Customer: Company Code Data (Correspondence)



Act.clk tel.no. O Account clerk’s phone number.

Clerk’s fax O Account clerk’s fax number.

Clrk’s internet O Account clerk’s name.

8. Click to view the sales area data.


Display Customer: Sales Area Data (Sales)



Customer group C Identifies a particular group of customers (for example, wholesale or retail) for the purpose of pricing or generating statistics.

For ship-to customers only.

ABC class C Is customer an EDI customer? Y for yes, N for no.

For sold-to customers only.

Price group C Grouping of price conditions for customer who share the same pricing requirements.


Example: Z9 (Over/Under allowances)



Cust.pric.proc C Determines which pricing procedure the system applies when you create a sales document for a customer.


Example: 1 (Standard)

10. Click to view partner functions.

Display Customer: Sales Area Data (Partner functions)

11. The following are the types of partners:

Partner Function Description

SP Sold-to party

SH Ship-to party

BP Billing partner

PY Payer

Y1 JBA Company



13. Click to exit this transaction.

Result

You have displayed an existing customer master in SAP/CSI.

Comments

None.


Create Ship-To Customer XD01

Purpose

Use this procedure to create a new ship-to customer master in SAP.

Trigger

Perform this procedure when a new ship-to location is received for a new customer not in SAP/CSI.

Prerequisites

Search for existing customer before setting up new customer number.

Menu Path


Select Logistics Sales and Distribution Master Data Business Partner Customer Create Complete to go to the Create Customer Initial Screen.

Transaction Code

XD01

Helpful Hints

When entering a new customer’s name in the customer master, follow these guidelines:

Enter the customer name as it appears on their formal purchase order form or letterhead, using all capital letters.

Use alpha (A-Z) and numeric (0-9) characters only.

Special characters are not allowed (e.g., dashes, slashes).

Use one blank space in place of each special character.

Use ‘AND’ instead of ‘&’.

Use these abbreviations following the customer name when applicable:

Abbreviation Description

CO Company

CORP Corporation

INC Incorporated

LTD Limited

RR Railroad

BLDG Building

DEPT Department


Procedure


Create Customer: Initial Screen



Account group R Summary of attributes that control the creation and maintenance of master records (such as general ledger accounts). The account group determines which data are required for the master records and the number range from which you select the numbers for the master records. You must assign each master record to an account group.

Click to select CSI Ship-to party.

Example: CSI Ship-to party




Example: HES1


Example: 7210


Example: 01


Example: 01

3. Click to enter general data about the customer.


Create Customer: General data (Address)



Name R A word or group of words used to describe an entity.

Follow the guidelines in the Helpful Hints section to enter the customer’s name.

Example: TEST SHIP-TO CUSTOMER, INC

Search term 1/2 R Short term used for searching.

In the first field, enter the customer name without spaces.

Example: TESTSHIPTO

In the second field, enter the JBA customer number.

Example: 112287



Street/House number O Enter the street address and house number of the customer.

Enter the house number in front of the street name and leave the second field blank.

Use these abbreviations following the street name when applicable: RR (railroad), RT (Route), ST (Street).

Example: 333 MAIN ST

Postal code/City C Enter the customer’s zip code and city.

Example: 90210 BEVERLY HILLS

Country R Enter the customer’s country.

Example: US

Region R Enter the customer’s state or region.

Example: CA

P. O. Box O Enter the customer’s post office box number, if applicable.


Enter postal code if P.O. Box was entered.

Telephone O Enter the customer’s telephone number.

Enter the main building telephone number.

Example: 555-432-6789

Fax O Enter the customer’s fax number.

Enter the main building fax number.

Example: 555-432-6788

5. Click in the Name section to expand the available lines.


Create Customer: General data (Address)

6. Enter the vendor’s store number in the 3rd line of the Name field.

7. Click .


Create Customer: General Data (Marketing)



Regional market R Enter N.

9. Click .


Create Customer: Company Code Data (Account management)

10. Click to enter correspondence information.


Create Customer: Company Code Data (Correspondence)



Act.clk tel.no. O Account clerk’s phone number.

Example: 800-444-7890


Example: 800-444-7890


Example: JOHN SMITH

12. Click .


Create Customer: Sales Area Data (Sales)

13. As required, complete/review the following field:


Customer group R Identifies a particular group of customers (for example, wholesale or retail) for the purpose of pricing or generating statistics.

Example: 63 (small enterprise)

14. Click to enter partner functions.


Create Customer: Sales Area Data (Partner functions)

15. Enter SH in the PF field.

16. Enter INTERNAL in the Number field.

17. Click to save the new ship-to customer master.


Create Customer: Initial Screen

The system displays the message, "Customer XXXX has been created for company code HES1 sales area 7210 01 01.”



Result

You have created a new ship-to customer master.

Comments

You can use transaction XD02 to assign ship-to customers to existing sold-to customers. Please refer to instruction XD02 – Change Customer Master for more information.


Change Customer XD02

Purpose

Use this procedure to change data for an existing customer master record in SAP.

Trigger

Perform this procedure when you need to:

update or correct a customer’s information

add ship-to partners to a sold-to party

Prerequisites

The customer master record must already exist in SAP/CSI.

Menu Path


Select Logistics Sales and Distribution Master Data Business Partner Customer Change XD02 - Complete to go to the Customer Change: Initial Screen.

Transaction Code

XD02

Helpful Hints

In this work instruction, we will show how to add a ship-to party to a sold-to customer master.

To update a customer master record, please refer to work instruction XD01 – Create Ship-To Customer for more information on the fields that can be changed.

Procedure



Customer Change: Initial Screen



Customer R Entity to which the company sells goods or services. A customer is signified with a unique numeric identifier and non-generic description.

Enter the customer number you want to change.

Example: 900055


Example: HES1


Example: 7210


Example: 01




Example: 01

3. Click to enter general data about the customer.

Change Customer: General Data (Address)

4. Click .


Change Customer: Sales Area Data (Sales)

5. Click .


Change Customer: Sales Area Data (Partner functions)



PF R Type of customer.

Example: SH (ship-to)

Number R Enter the ship-to customer number.

Example: 903566

7. Click to save changes to the customer master.


Customer Change: Initial Screen

The system displays the message, "Changes have been made.”



Result

You have changed an existing customer master.

Comments

None.


Create Vendor Master XK01

Purpose

Use this procedure to create a vendor master record.

Trigger

Perform this procedure when you have a new vendor you want to add to the system.

Prerequisites

None.

Menu Path


Select Logistics Materials Management Purchasing Master Data Vendor Central XK01 – Create to go to the Create Vendor: Initial Screen.

Transaction Code

XK01

Helpful Hints

When entering a new customer’s name in the customer master, follow these guidelines:

Enter the customer name as it appears on their formal purchase order form or letterhead, using all capital letters.

Use alpha (A-Z) and numeric (0-9) characters only.

Special characters are not allowed (e.g., dashes, slashes).

Use one blank space in place of each special character.

Use ‘AND’ instead of ‘&’.

Use these abbreviations following the customer name when applicable:

Abbreviation Description

CO Company

CORP Corporation

INC Incorporated

LTD Limited

RR Railroad

BLDG Building

DEPT Department

Procedure



Create Vendor: Initial Screen


Do not enter anything in the Vendor field. SAP assigns the vendor number internally.


Company Code R Code representing an independent accounting unit. This is the lowest level at which legally required financial statements may be prepared.

Example: HES1 (Technicolor – Camarillo)

Purch. organization R A purchasing organization procures materials and services, negotiates conditions of purchase with vendors, and bears responsibility for such transactions.

Example: 7220 (Technicolor MRPA)

Account group R A collection of account properties, which determine the creation of master records. The account group determines the data that is relevant for the master record and a number range from which numbers are selected for the master records.

Example: Z725 (Third Party Vendors)


The list of valid account groups is contained in the table below:

Group Name

Z725 CSI Third Party Vendors

Z726 CSI Intracompany

Z727 CSI Ship-To

Z728 CSI Intercompany

3. Click .


Create Vendor: Address



Name R Identifies a specific vendor (either the full name of the vendor or the permitted/mandatory abbreviations).

Follow the guidelines in the Helpful Hints section to enter the customer’s name.

Example: ENTERTAINMENT VENDORS, INC.

Search term 1/2 R Searchable term describing the vendor.

In the first field, enter the vendor name without spaces.

Example: ENTERTAIN



Street/House number R Enter the street address and house number of the vendor.

Enter the house number in front of the street name and leave the second field blank.

Use these abbreviations following the street name when applicable: RR (railroad), RT (Route), ST (Street).

Example: 555 RODEO DRIVE

Postal code/City R Enter the vendor’s zip code and city.


Country R Sovereign domain such as Singapore.

Example: US

Region R Code identifying the state, county, or province where a vendor resides.

Example: CA

P. O. Box C Enter the vendor’s post office box number, if applicable.


Enter postal code if P.O. Box was entered.

Telephone O Enter the vendor’s telephone number.

Enter the main building telephone number.

Example: 555-383-9931

Fax O Enter the vendor’s fax number.

Enter the main building fax number.

Example: 555-383-9935

5. Click in the Name section to expand the available lines.


Create Vendor: Address

6. Enter the customer’s store number in the 3rd line of the Name field.


7. Click to go to the next screen.


Create Vendor: Control

You do not need to enter any information on this screen.



Create Vendor: Payment transactions




Create Vendor: Accounting information Accounting




Create Vendor: Payment transactions Accounting




Create Vendor: Correspondence Accounting



Act.clk tel.no. O Account clerk’s telephone number.

Example: 800-980-1457


Example: 800-980-1458


Example: BARBARA JONES



Create Vendor: Purchasing data



Order currency O Currency the vendor uses.

Example: USD (US Dollar)

GR-based inv. verif. R Select this checkbox to specify that a provision has been made for goods-receipt-based invoice verification for a purchase order item.

AutoEvalGRSetmt Del.

R Select this checkbox to specify that evaluated receipt settlement (ERS) or the automatic generation of invoices according to an invoicing plan is possible in relation to materials supplied or services performed (respectively) with regard to this vendor.

AutoEvalGRSetmt Ret

R Select this checkbox to Indicate that automatic evaluated receipt settlement of return items is possible for this vendor.

Acknowledgement reqd

R Select this checkbox to ensure the purchasing document is acknowledged by the vendor.



Create Vendor: Partner functions

16. Review the partner functions and verify they are correct. Make sure there is a Partner Function and Number for VN (vendor), IP (invoice presented by), and GS (goods supplier).

17. Click to save the vendor master.


Create Vendor: Initial Screen

The system displays the message, “Vendor XXXX has been created for company code HES1 purchasing organization 7220.”

18. Click to exit.


Result

You have created a vendor master.

Comments

None.


Display Vendor Master XK03

Purpose

Use this procedure to display a vendor master record.

Trigger

Perform this procedure before creating a new vendor to avoid creating a duplicate, or to view information on an existing vendor.

Prerequisites

None.

Menu Path


Select Logistics Materials Management Purchasing Master Data Vendor Central XK03 – Display to go to the Display Vendor: Initial Screen.

Transaction Code

XK03

Helpful Hints

None.

Procedure



Display Vendor: Initial Screen



Vendor R Business partner from whom materials or services can be procured, or partner to whom amounts are payable for goods delivered/ services performed.

Example: 70000379

Company Code R Code representing an independent accounting unit. This is the lowest level at which legally required financial statements may be prepared.

Example: HES1 (Technicolor – Camarillo)

Purch. Organization R A purchasing organization procures materials and services, negotiates conditions of purchase with vendors, and bears responsibility for such transactions.

Example: 7220 (Technicolor MRPA)

3. Select the following checkboxes:

Address


Correspondence

Purchasing

Partner Functions

4. Click .


Display Vendor: Address



Name R Identifies a specific vendor (either the full name of the vendor or the permitted/mandatory abbreviations).

Example: ENTERTAINMENT VENDORS, INC.

The 3rd line of the Name field contains the vendor’s store number.

Search term 1/2 R Searchable term describing the vendor.

Example: ENTERTAIN

Street/House number R The street address and house number of the vendor.

Example: 555 RODEO DRIVE

Postal code/City R The vendor’s zip code and city.


Country R Sovereign domain such as Singapore.

Example: US



Region R Code identifying the state, county, or province where a vendor resides.

Example: CA

P. O. Box C The vendor’s post office box number, if applicable.


Telephone O The vendor’s telephone number.

Example: 555-383-9931

Fax O The customer’s fax number.

Example: 555-383-9935


Display Vendor: Correspondence Accounting



Act.clk tel.no. O Account clerk’s telephone number.

Example: 800-980-1457


Example: 800-980-1458


Example: BARBARA JONES



Display Vendor: Purchasing data



Order currency O Currency the vendor uses.

Example: USD (US Dollar)

GR-based inv. verif. R Specifies that a provision has been made for goods-receipt-based invoice verification for a purchase order item.

AutoEvalGRSetmt Del.

R Specifies that evaluated receipt settlement (ERS) or the automatic generation of invoices according to an invoicing plan is possible in relation to materials supplied or services performed (respectively) with regard to this vendor.

AutoEvalGRSetmt Ret

R Indicates that automatic evaluated receipt settlement of return items is possible for this vendor.

Acknowledgement reqd

R Ensures the purchasing document is acknowledged by the vendor.



Display Vendor: Partner functions

11. Review the partner functions and verify they are correct. Make sure there is a Partner Function and Number for VN (vendor), IP (invoice presented by), and GS (goods supplier).


13. Click to exit.

Result

You have displayed an existing vendor master record.

Comments

None.


Change Vendor Master XK02

Purpose

Use this procedure to change a vendor’s information.

Trigger

Perform this procedure when vendor’s record information needs to be changed.

Prerequisites

None.

Menu Path


Select the Logistics Materials Management Purchasing Master Data Vendor Central Change to go to the Change Vendor: Initial Screen.

Transaction Code

XK02

Helpful Hints

Please refer to work instruction XK01 – Create Vendor Master for more information on the fields you can change/complete.

Procedure

The screens within this transaction refer to vendors as Vendors. Therefore, any field labeled Vendor within the transaction is actually referring to a vendor. Thus, the changed information will update a vendor master reference record that defines the brand name of the product required in a design.



Change Vendor: Initial Screen



Vendor R Business partner from whom materials or services can be procured, or partner to whom amounts are payable for goods delivered/ services performed. Examples of such services/goods include:Goods acquired; Business services received;The transfer of a right.

Example: 70000191

3. Select the checkboxes of the areas to which you want to make changes.

4. Click .


Change Vendor: Address

5. As required, make the necessary changes. Please refer to work instruction XK01 – Create Vendor Master for more information on the available fields for change.

6. Once you complete the edits, click to save the changes.

The system displays the message, "Changes have been made."



Result

You have changed a vendor’s information in SAP/CSI.

Comments

The vendor’s master record resides in the purchasing view but is not the vendor source.


Glossary

SAP Modules

MM: Material Mgmt

SD: Sales & Distribution

PP: Production Planning

AcceleratedSAP (ASAP): implementation methodology, which seeks to standardize and expedite a typical SAP R/3 implementation.

Advanced Business Application Programming (ABAP): set of 4th generation development tools to facilitate implementation of client/server applications, enhance delivered apps or modify standard SAP modules.

Application Link Enabling (ALE): supports multiple distributed R/3 systems that could be installed in separate physical locations.

application modules: programs that support all of a company’s business transactions and are integrated interactively to share related data.

application server: centralized or department server that has several or all the application modules installed and support several user workstations. It may also serve as a print spooler or gateway for communication between other servers.

Available To Promise (ATP)

Basis System: guarantees all application modules are integrated and platform independent. Includes client/server architecture, application architecture and system communications.

Bill of Material (BOM)

Business Application Programming Interfaces (BAPI): language-independent interfaces to provide stable, standardized method for third-party applications and the SAP modules to integrate.

Business Framework: the future strategic direction for the R/3 products, which allows for dynamic reconfiguration, reduced time for employment, etc.

Business objects: customer orders, a vendor record, an employee report, etc.


Client: A logical grouping of legal, organizational, geographic, business, and/or administrative units. The highest organizational unit

Client/server architecture: principle of distributed processing that utilizes presentation, application and database servers.

Company Code: A legally independent unit within a client that prepares its own balance sheet. The central organizational unit in financial accounting

Database server: central computer primarily responsible for all database exchanges.

Electronic Data Interchange (EDI): used to communicate with business partners such as vendors, customers, banks, etc. See IDOC.

Graphical User Interface (GUI)

Intermediate Document (IDOC): temporary structures for EDI interfaces prior to conversion to EDI message to be sent to and from an external business partner.

Implementation Guide (IMG): an interactive model to help map business requirements to specific needs, handles automatic creation of recommendations for organizing and implementing the project.

Just-In-Time (JIT): see Kanban

Kanban: from the Japanese term for cards used in controlling inventory. Supports just-in-time or small inventories. There are no safety stock levels.

Logistics (LO): tools and reports to analyze/manage the status, and make forecasts about, the supply chain. Includes engineering change management, environment, health and safety, forecasting, etc.

Material Management (MM): supports procurement and inventory functions for day-to-day business including inventory management, vendor evaluation, warehouse management, invoice verification, etc. Activities that center around a "plant" or other physical location.

Material Requirement Planning (MRP): plan and control inventory.

Matchcode: When entering data, you may not know a field value and will need a list of values or a matchcode to assist you. A matchcode is a tool used in searching for data records, which are stored in the system. When you use a matchcode, you do


not need to enter information in every search term. Each matchcode has its own matchcode ID.

Object Linking and Embedding (OLE): provides integration of various personal computer products such as MS Word, Excel and Access.

Plant: An operating unit concerned with production and planning or a combination of locations with material stocks. The central organizational unit in materials management

Presentation server: individual workstation or personal computer that displays (presents) the icon or graphical user interface (GUI) for logging onto the R/3 system. Operating systems supported include Windows, WIN NT, OSF/Motif, OS/2, PM and Macintosh.

Production Planning (PP): supports manufacturing activities such as repetitive manufacturing, work centers, routing, bills of material (BOM), sales and operations planning (SOP), Kanban, production orders, etc.

Purchase Order (PO)

Purchasing Organization: Organizational unit that procures material or services and negotiates purchasing conditions with vendors. Responsible for procuring materials and services for its assigned plants. Uniquely allocated to one company code

Purchasing Group: Individual or group of buyers responsible for operational tasks for a specific range of materials

SAP R/3: open client/server software system designed to manage business information needs of a company. The "R" in R/3 stands for real time. SAP stands for Systems, Applications and Products in Data Processing. The R/2 system supported mainframe applications.

SAPPHIRE: SAP Perennial Highly Integrated R/2-R/3 Exchange: forum for SAP North American customers, partners and SAP personnel to exchange experiences and participate in educational programs.

Storage Location: The total of all storage bins in a plant that are managed together. May be a warehouse, storeroom, or a specific location within a warehouse or storeroom.


sap mm master data work instructions for key users

Documents

material number

type of material

seq substeps h r0

display material xxxx

distinct material types

sales organization

goods z723csi

goods screens