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7/30/2019 Module 7 - Materials Management Configuration for Goods Receipts Reach.ucf.Edu
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Module 7: Materials Management Configuration
for Goods Receipt
With the accounts and vendors configured, more configuration activities are required in the
Materials Management module before purchasing transactions can be completed. First, default
values and tolerance limits must be set.
7.1 Default Values for Inventory Management Reservations
To set up the default values for inventory management reservations, follow the menu path:
Materials Management Inventory Management and Physical Inventory
Plant Parameters (click clock icon )
which will produce the following screen:
Click on the New entries icon ( ), which will produce the following screen:
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Enter your plant (##PT), then enter/select the following:
Create Sloc. Automat.: CheckedThis option allows automatic creation of the storage location data in the materialmaster record at the time of the first goods receipt.
Del. compl. Default: Checked
If this indicator is set, the system suggests the "delivery completed" indicator as adefault value when a goods receipt is posted with reference to a purchase order or
order (provided that the quantity delivered falls within the under/over delivery
tolerances). The delivery completed indicator denotes a closed purchase orderitem for which no more goods receipts are expected.
Reservations
Movement allowed: CheckedDays mvt. allowed: 30Retention period: 30
A reservation is a request to the warehouse to keep a material ready for issue at a future
date for a certain purpose. The purpose of a reservation is to ensure that a material is
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Enter plant ##PTCheck these items
Enter 30 in both Reservations fields
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available when required. A material can be reserved for a cost center, an asset, or an
order for example. The Days mvt. allowedparameter sets the number of days before the
reservation data that material can be moved. If the requirement date of a reservation itemis further in the future than the number of days specified here, no movements are yet
allowed in respect of this item. For example, if the current date is 6/1/2004 and the Daysmvt. allowed is set to 30, then material with a reservation date of 7/1/2004 or earlier can
be moved. The Retention period indicates the time in days during which a reservationitem resides in the system before being deleted by the reservation management program.
If the "date required" of a reservation item is older than the current date minus the
number of days specified here, the system sets the deletion indicator in the reservationitem.
When you have made the appropriate entries, click on save icon ( ), then click on the back
icon ( ) and verify that your plant is now listed, then click on the back icon ( ) one more
time to exit to the IMG.
7.2 Maintain Purchase Price and Discount Tolerance Limits
These settings decide how much deviation from the data in the purchase order that will be
allowed. To set the purchasing tolerance limits, follow the menu path:
Materials Management Purchasing Purchase Order Set Tolerance Limits for
Price Variance (click clock icon )
which will produce the following screen:
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Module 7: Materials Management Configuration
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Click on the New entries icon ( ), which will produce the following screen:
EnterPE for the Tolerance key, ##FS for the Company code, select Check limit for the
percentage tolerance limits and enter 5% for the value. Click on the next entry icon ( ),
which will give you an empty version of this screen:
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EnterPE (price variance: purchasing) for
Tolerance key, ##FS for company codeCheck and enter5 for percentage limits
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EnterSE for the Tolerance key, ##FS for the Company code, select Check limit for the
percentage tolerance limits and enter 10% for the value. Click on the save icon ( ), followed
by the back icon ( ). Verify that both tolerance keys (PE and SE) are now listed for your
company code, then click on the back icon ( ) two more time to return to the IMG.
7.3 Maintain Goods Receipt Tolerance Limits
Next, we can set the Goods Receipt Tolerance Limits to decide how much variation from thedata in a purchase or production order will be allowed at goods receipt. To do this, follow the
menu path:
Materials Management Inventory Management and Physical Inventory Goods
Receipt Set Tolerance Limits (click clock icon )
which will produce the following screen:
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EnterSE (maximum. cash discount deduction: purchasing)
for the Tolerance key, ##FS for company code, check andenter10 for percentage limits
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Click on the New entries icon ( ), which will produce the following screen:
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EnterB1 for Tolerance key
##FS for Company Code
Enter 5 for lower and upper
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EnterB1 for the Tolerance key, ##FS for the Company code, select Check limit for the
percentage tolerance limits and enter 5% for the value. Tolerance key B1 determines the level
where a warning message will be displayed. A warning message merely informsit will still let
you complete the transactions. Click on the next entry icon ( ), which will give you an
empty version of this screen:
EnterB2 for the Tolerance key, ##FS for the Company code, select Check limit for the
percentage tolerance limits and enter 10% for the value. Tolerance key B2 determines the levelwhere an error message will be displayed. An error message will not let you complete the
transaction. Click on the next entry icon ( ) which will give you another empty version of
this screen:
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EnterB2 for Tolerance key
##FS for Company Code
Enter 10 for lower and upper limits
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EnterVP for the Tolerance key, ##FS for the Company code, select Do not checkfor all entries.The VP tolerance key checks the moving average price in the material master to the purchase
order price. As the moving average valuation is a complicated process in SAP, we will choose
here to avoid problems by not checking for this variance. Click on the save icon ( )
followed by the back icon ( ). Verify that three tolerance keys (B1, B2 and VP) are now
listed for your company code, then click on the back icon ( ) two more time to return to the
IMG.
7.4 Maintain Invoice Receipt Tolerance Limits
We also need to set tolerance limits for invoices to determine how much variation from the
purchase order will be allowed. To do this, follow the menu path:
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EnterVP for Tolerance key
##FS for Company CodeSelect Do not checkfor all options
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Materials Management Logistics Invoice Verification Invoice Block Set
Tolerance Limits (click clock icon )
Click on the New entries icon ( ), which will produce the following screen:
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There are a number of tolerance keys that need to be set. Using the same procedure as before,
set the following tolerance keys for invoice receipts:
Lower Limit Upper Limit
ToleranceKey
Comp.Code Absolute Percentage Absolute Percentage
AN ##FS Do not check Check limit: 5% Do not check Check limit: 5%
AP ##FS Do not check Check limit: 5% Do not check Check limit: 5%
BD ##FS Do not check Do not check Do not check Do not check
BR ##FS Do not check Do not check Do not check Do not check
BW ##FS Do not check Do not check Do not check Do not check
DQ ##FS Do not check Do not check Do not check Do not check
KW ##FS Do not check Do not check Do not check Do not check
PP ##FS Do not check Check limit: 5% Do not check Check limit: 5%
PS ##FS Do not check Do not check Do not check Do not check
ST ##FS Do not check Do not check Do not check Do not check
After each tolerance key entry, use the next entry icon ( ) to get a blank screen. When all
tolerance keys are entered, click on the save icon ( ) to save the tolerance keys.
7.5 Confirm Qty and Value Updating in Material Type for Plant
In cost accounting, it is important to have a correct value for the cost of material used in
production. The R/3 system can be configured to collect information on material movements
(such as goods receipts and invoice receipts) in each period at historical exchange rates. Thisdata is used during material price determination to calculate new valuation prices for the
material. Then, the material stock account is reconciled in multiple currencies with the accounts
in Financial Accounting. To allow for automatic updating of material values for the material
types we are using, follow the menu path:
Logistics General Material Master Basic Settings Material Types
Define attributes of material types (click clock icon )
which will produce the following screen:
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Select material type FERT, then double-click on Quantity/value updating. This will bring
up the following screen:
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Select FERT, then double-click
on Quantity/value updating
CheckQty. updating and Value upd.
for your plant, then click on the saveicon
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Check the Qty. updating and Value upd. options for your plant (##PT), then click on the save
icon ( ).
Click on the back icon ( ), then repeat the process for material types
HALB and ROH.
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