104_BB_ConfigGuide_EN_CN

EHP4 for SAP ERP 6.0

March 2010

English

Materials Management (104)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Materials Management (104): Configuration Guide

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Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include Field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

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Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.



Contents

Materials Management.............................................................................................................7

1 Purpose............................................................................................................................. 7

2 Preparation........................................................................................................................ 7

2.1 Prerequisites............................................................................................................7

3 Configuration of Logistics General.....................................................................................7

3.1 Logistics General: Material Master..........................................................................7

3.1.1 Setting up Posting Period for Company Code.....................................................7

3.1.2 Defining Attributes for Material Types..................................................................8

3.1.3 Defining Material Groups...................................................................................10

3.1.4 Defining Units of Measure Groups....................................................................11

3.1.5 Defining Product Hierarchies.............................................................................12

3.2 Engineering Change Management........................................................................12

3.2.1 Setting Control Data – Engineering Change Management Control Data...........12

3.3 Checking Consistency...........................................................................................13

3.3.1 Checking Consistency of Unit of Measurement Tables.....................................13

4 Configuration of Materials Management..........................................................................13

4.1 Consumption Based Planning...............................................................................13

4.1.1 Overall Maintenance of Plant Parameters - General Settings...........................13

4.1.2 Overall Maintenance of Plant Parameters - MRP Controllers............................21

4.1.3 Overall Maintenance of Plant Parameters - Special Procurement.....................22

4.1.4 Overall Maintenance of Plant Parameters - Start in Past..................................24

4.1.5 Defining Storage Location MRP per Plant.........................................................25

4.1.6 Defining Floats (Scheduling Margin Key)..........................................................25

4.1.7 Activating Materials Requirements Planning.....................................................26

4.1.8 Defining Scope of Planning for Total Planning..................................................27

4.2 Purchasing.............................................................................................................27

4.2.1 Activating Batch-Specific Unit of Measures.......................................................27

4.2.2 Creating Release Procedure Characteristics.....................................................28

4.2.3 Creating Release Procedure Class...................................................................31

4.2.4 Defining Release Procedure for Purchase Orders............................................32

4.2.5 Defining Release Procedure for Purchase Orders - Set Criterias......................33

4.2.6 Defining Calculation Schema............................................................................34

4.2.7 Maintaining Rounding Profiles...........................................................................37

4.2.8 Unit of Measure Rounding Rules.......................................................................38

4.2.9 Maintaining Account Assignment Categories....................................................39

4.2.10 Maintaining Account Assignment Categories - Translation...............................56

4.2.11 Defining Scope of List........................................................................................57



4.2.12 Defining Permissible Partner Roles per Account Group....................................57

4.2.13 Defining Condition Type....................................................................................58

4.2.14 Taxes in Procurement.......................................................................................59

4.2.15 Checking Incoterms...........................................................................................61

4.2.16 Returns to Vendor.............................................................................................62

4.2.17 Vendor Evaluation.............................................................................................62

4.3 Foreign Trade........................................................................................................68

4.3.1 Defining Business Types...................................................................................68

4.3.2 Defining Business Transaction Types and Default Value..................................69

4.3.3 Defining Customs Offices..................................................................................70

4.3.4 Defining Modes of Transport.............................................................................70

4.3.5 Default Values for Foreign Trade Header Data.................................................71

4.4 Inventory Management and Physical Inventory.....................................................72

4.4.1 Grouping Together Valuation Areas..................................................................72

4.4.2 Defining Screen Layout.....................................................................................72

4.4.3 Printer Determination by Plant/Storage Location...............................................74

4.4.4 Printer Determination by Plant/Storage Location/User Group...........................75

4.4.5 Copying and Changing Movement Types..........................................................76

4.5 Valuation and Account Assignment.......................................................................79

4.5.1 Defining Valuation Classes................................................................................79

4.6 Logistics Invoice Verification..................................................................................80

4.6.1 Maintaining Default Values for Tax Codes........................................................80

4.6.2 Setting Tolerance Limit......................................................................................81

4.6.3 Editing PO Supplement Text in Invoice Verification..........................................84

4.6.4 PO Supplement Text: Parameters, Invoice Verification.....................................85

4.6.5 Configuring Vendor-Specific Tolerances...........................................................85

4.6.6 Activating Direct Posting to G/L Accounts and Material Accounts.....................86

4.6.7 Setting Check for Duplicate Invoices.................................................................86

4.6.8 MaintainingNumber Assignments for Accounting Documents...........................87

5 Configuration of Sales and Distribution............................................................................88

5.1 Basic Functions.....................................................................................................88

5.1.1 Setting up Partner Determination. - Account Groups - Function Assignment....88

6 Configuration of Logistics Execution................................................................................89

6.1 Shipping.................................................................................................................89

6.1.1 Setting up Partner Determination for Deliveries................................................89

7 Master Data.....................................................................................................................89

7.1 Purchasing Output Conditions...............................................................................89

7.1.1 Output Condition Records: Purchasing RFQ.....................................................89

7.1.2 Output Condition Records: Purchase Order......................................................90

7.1.3 Output Condition Records: Purchasing Outline Agreement...............................91



7.1.4 Output Condition Records: Schedule Agreement..............................................92

7.1.5 Output Condition Records: Service Entry Sheet................................................93

7.1.6 Output Condition Records: Inventory Management...........................................94

7.1.7 Output Condition Record: Invoice Verification.................................................103

7.2 Foreign Trade......................................................................................................107

7.2.1 Creating Tax Conditions Records....................................................................107

8 Individual BC Sets/ Manual Steps..................................................................................108

8.1 Defining Parallel Processing in MRP...................................................................108



Materials Management

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

If you prefer an automated installation process using the SAP Best Practices Installation Assistant and other tools, refer to the SAP Best Practices Quick Guide.

2 Preparation

2.1 Prerequisites Before you start installing this building block, you must install prerequisite building blocks. For more information, see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_CN.xls; the placeholder [xx] depends on the SAP Best Practices version you use, for example, BL refers to the SAP Best Practices Baseline Package: Prerequisites_Matrix_BL_EN_CN.xls). This document can be found on the SAP Best Practices documentation DVD in the folder \BL_CN\Documentation\.

3 Configuration of Logistics General

3.1 Logistics General: Material Master

3.1.1 Setting up Posting Period for Company Code

UseThe purpose of this activity is to set up the first posting period for materials management.

In Customizing, the period/year for which the last postings were performed is set and displayed. To be able to perform postings in the current period you have to close every single period up to the current year and period.

This step is necessary to set up posting periods correctly. The last period of the previous year has to be included.

Please note that the corresponding financial posting period should be open for postings as well.

To set up posting periods correctly proceed on as described in the following procedures:



3.1.1.1 Maintaining Company Codes for Materials Management

Procedure1. Access the activity using one of the following navigation options:

Transaction code OMSY

IMG menu Logistics - General Material Master Basic Settings Maintain Company Codes for Materials Management

2. On the Change View “Materials Management View on Company Codes”: Overview screen, make the following entries:

Field name User action and values Note

Company Code 1000 Select line

Year <Previous Year> Previous year

Period XX(for example:12) Last period of previous year

ABp - Allow Posting to Pre-vious Period (Backposting)

select

3. Choose Save.

3.1.2 Defining Attributes for Material Types


Transaction code SPRO

IMG menu Logistics - General Material Master Basic Settings Material Types Define Attributes of Material Types

2. On the Change View “Material Types”: Overview screen, select material type ABF (see table in step 4).

3. Double-click Quantity/value updating in the Dialog Structure.

4. On the Change View “Quantity/value updating”: Overview screen, make the following entries:

Val. Area Material Type

Quantity updating

Value Updating

Pipeline mandatory

Pipeline allowed

Plant_1 (1000) ABF

Plant_2 (1100) ABF

5. Choose Back (F3).

6. Repeat steps 2. to 5. for the following material types:


Quantity updating

Value Updating

Pipeline mandatory

Pipeline allowed

Plant_1 (1000) ABF (done)

Plant_2 (1100) ABF (done)

Plant_1 (1000) CONT




Quantity updating

Value Updating

Pipeline mandatory

Pipeline allowed

Plant_2 (1100) CONT

Plant_1 (1000) COUP

Plant_2 (1100) COUP

Plant_1 (1000) DIEN

Plant_2 (1100) DIEN

Plant_1 (1000) ERSA X X

Plant_2 (1100) ERSA X X

Plant_1 (1000) FERT X X

Plant_2 (1100) FERT X X

Plant_1 (1000) FGTR X X

Plant_2 (1100) FGTR X X

Plant_1 (1000) FHMI X X

Plant_2 (1100) FHMI X X

Plant_1 (1000) FOOD X X

Plant_2 (1100) FOOD X X

Plant_1 (1000) FRIP X X

Plant_2 (1100) FRIP X X

Plant_1 (1000) HALB X X

Plant_2 (1100) HALB X X

Plant_1 (1000) HAWA X X

Plant_2 (1100) HAWA X X

Plant_1 (1000) HERS X X

Plant_2 (1100) HERS X X

Plant_1 (1000) HIBE X X

Plant_2 (1100) HIBE X X

Plant_1 (1000) IBAU

Plant_2 (1100) IBAU

Plant_1 (1000) INTR X X

Plant_2 (1100) INTR X X

Plant_1 (1000) KMAT

Plant_2 (1100) KMAT

Plant_1 (1000) LEER X X

Plant_2 (1100) LEER X X

Plant_1 (1000) LEIH X

Plant_2 (1100) LEIH X

Plant_1 (1000) LGUT X X




Quantity updating

Value Updating

Pipeline mandatory

Pipeline allowed

Plant_2 (1100) LGUT X X

Plant_1 (1000) NLAG

Plant_2 (1100) NLAG

Plant_1 (1000) NOF1 X X

Plant_2 (1100) NOF1 X X

Plant_1 (1000) PIPE X

Plant_2 (1100) PIPE X X

Plant_1 (1000) PLAN

Plant_2 (1100) PLAN

Plant_1 (1000) PROC

Plant_2 (1100) PROC

Plant_1 (1000) PROD

Plant_2 (1100) PROD

Plant_1 (1000) ROH X X

Plant_2 (1100) ROH X X

Plant_1 (1000) UNBW X

Plant_2 (1100) UNBW X

Plant_1 (1000) VERP X X

Plant_2 (1100) VERP X X

Plant_1 (1000) VKHM X X

Plant_2 (1100) VKHM X X

Plant_1 (1000) VOLL X X

Plant_2 (1100) VOLL X X

Plant_1 (1000) WERB X X

Plant_2 (1100) WERB X X

Plant_1 (1000) WERT X

Plant_2 (1100) WERT X

Plant_1 (1000) WETT

Plant_2 (1100) WETT

7. Save your settings.

3.1.3 Defining Material Groups


Transaction code OMSF

IMG menu Logistics - General Material Master Settings for Key Fields



Define Material Groups

2. On the Change View “Material Groups”: Overview screen, choose New Entries.

3. Make the following sets of entries:

Material Group

Mat.grp.description Description 2

YBD01 Product Group D01 Product Group Services

YBF01 Product Group F01 Product Group Discrete Man.

YBF02 Product Group F02 Product Group Process Man.

YBR01 Product Group R01 Product group Plastic

YBR02 Product Group R02 Product group Metal

YBR03 Product Group R03 Product Group Stationary

YBR04 Product Group R04 Product Group Spares

YBR05 Product Group R05 Product Group Misc

YBS01 Product Group S01 Product Group Subcon.

YBS02 Product Group S02 Product Group Phantom

YBT01 Product Group T01 Product Group Trade

YBZ01 Product Group Z01 Product Group Consumables

YBZ02 Product Group Z02 Product Group Supplies

YBZ03 Product Group Z03 Product Group Computers


3.1.4 Defining Units of Measure Groups



IMG menu Logistics - General Material Master Settings for Key Fields Define Units of Measure Groups

2. On the Change View “Define Units of Measure Groups”: Overview screen, choose New Entries.

3. Make the following sets of entries.

Field name

Unit Group Alternative Unite

Measurement Unit Text

Counter Denominator for conversion

Entry 1 10 DZ Dozen 12 1

Entry 2 10 GRO Gross 144 1


3.1.5 Defining Product Hierarchies

Procedure



1. Access the activity using one of the following navigation options:

Transaction code OVSV

IMG menu Logistics - General Material Master Settings for Key Fields Data Relevant to Sales and Distribution Define Product Hierarchies

2. On the Customizing Product Hierarchy screen, choose Maintenance: Product Hierarchy and choose Choose (F2).

3. On the Change View “Materials: Product Hierarchies”: Overview screen, choose New Entries.

4. Make the following entries. Start with all Level-1 entries and save them, then continue with all Level-2 entries, and so on:

Product Hierarchy Level No.

Description

#00001 1 Best Practices Prod. Hier. Top Level

#00001B0001 2 Prod. Hier. Second Level – Products A

#00001B000100000001 3 Prod. Hier. Third Level – Product A.01

#00001B000100000002 3 Prod. Hier. Third Level – Product A.02

#00001B000100000003 3 Prod. Hier. Third Level – Parts A.03

#00001B0002 2 Prod. Hier. Second Level – Products B

#00001B000200000001 3 Prod. Hier. Third Level – Product B.01

#00001B000200000002 3 Prod. Hier. Third Level – Product B.02


3.2 Engineering Change Management

3.2.1 Setting Control Data – Engineering Change Management Control Data

Procedure 1. Access the activity using one of the following navigation options:

Transaction code OS54

IMG menu Logistics - General Engineering Change Management Set Control Data

2. On the Change View “Engineering Change Management Control Data”: Details screen, check the following entries:

Field name Description User action and values Note

Parameter Effectivity

Rev.Level Act. X

NR Check for Alpha

X

3. Choose Save.



3.3 Checking Consistency

3.3.1 Checking Consistency of Unit of Measurement TablesAfter you have installed BB - Materials Management, check the Units of Measurement. We highly recommend that you run the report RBZMECHK to avoid any inconsistencies.

1. Access the activity using one of the following navigation options:

SAP ECC menu Tools ABAP Workbench Development User Interface ABAP Editor

Transaction code SE38

2. Enter the program RBZMECHK and choose Execute (F8).

This report establishes the consistency of the tables T006, T006A, T006B and T006C. It ensures, in particular, that each unit of measurement has an indicator in every language. However, since the report cannot know the correct translation of a unit of measurement, it only numbers missing indicators. This procedure is therefore only recommended if you have to restore the consistency of the database tables very quickly. Of course, the generated numeric indicators can be adjusted subsequently with transaction CUNI.

4 Configuration of Materials Management

4.1 Consumption Based PlanningAccess the Customizing activities as outlined in the BC Set output documentation below and change the settings according to the respective table values listed.

4.1.1 Overall Maintenance of Plant Parameters - General Settings

4.1.1.1 Overall Maintenance of Plant Parameters - Number Ranges

Use The purpose of this step is to maintain the number ranges per plant.


Transaction code OMI8

IMG menu Materials Management Consumption-Based Planning Plant Parameters Carry Out Overall Maintenance of Plant Parameters

2. On the Plant Parameters for Material Requirements Planning screen, choose Create.

3. In the Create Plant Parameters dialog box, make the following entries:

Create the plant parameters for plant 1000 first, then create the parameters for additional plants.



Plant

1000

1100

4. Choose Create.

5. On the Maintain Plant Parameters screen, choose Number Ranges.

6. On the Assign Number Ranges screen, choose Planned Orders, and make the following entries:

Plant NRge pl. orders Simulative planned order

1000 01 01

1100 01 01

7. On the Assign Number ranges screen, choose the Reservations/Dependent Requirements button, and make the following entries:

Plant NR: StkTrns Res.

1000 01

1100 01

8. On the Assign Number Ranges screen, choose Purchase Requisitions, and make the following entries:

Plant NR – PReq.

1000 01

1100 01

9. On the Assign Number Ranges screen, choose MRP Lists, and make the following entries:

Plant No. Range - MRP

1000 01

1100 01

10. On the Assign Number Ranges screen, choose Simulative Dep Req, and make the following entries:

Plant NR. SimDepRs

1000 01

1100 01

11. Choose Save.

12. Choose Back.

4.1.1.2 Overall Maintenance of Plant Parameters - Conversion Planned Order to PReq.

Use The purpose of this step is to maintain the number of planned orders converted to purchase requisitions per plant.






2. On the Plant Parameters for Material Requirements Planning screen, choose Maintain.

3. In the Maintain Plant Parameters dialog box, make the following entries:

Maintain the plant parameters for plant 1000 first, then create the parameters for additional plants.

Plant

1000

1100

4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose Conversion PlOrd->Preq.

6. On the Change View “Number Of Planned Orders”: Overview screen, make the following entries:

Plnt Number of planned orders

1000 500

1100 500

7. Choose Save.

8. Choose Back.

4.1.1.3 Overall Maintenance of Plant Parameters - Dep.reqmt Availability

Use The purpose of this step is to define the availability check of dependent requirements.









Plant

1000

1100

4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose Availability Dep. Req.

6. On the Change View “Availability Check”: Overview screen, make the following entries:

Plnt Avail. Check Rule

1000 PP

1100 PP

7. Choose Save.

8. Choose Back.

4.1.1.4 Overall Maintenance of Plant Par. - External Procurement

Use The purpose of this step is to define external procurement.







Plant

1000

1100



4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose External Procurement

6. On the Change View “Default Values Purchasing/MRP”: Overview screen, make the following entries:

Plnt Purchasing process. time

Sub. Purch. Group

Description Scheduling: Info Record /Agreem.

Schedule lines

Unkown Acct Assignmentwm

1000 3 X U

1100 3 X U

7. Choose Save.

8. Choose Back.

4.1.1.5 Overall Maintenance of Plant Parameters - Rescheduling

Use The purpose of this step is to define a rescheduling check.







Plant

1000

1100

4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose Reschduling.

6. On the Change View “Plant rescheduling”:Details screen, make the following entries:

Plant 1000 1100

Rescheduling horizon 100 100

Firmed Planned Orders X X

Production order X X

Fixed Purchase Requisitions X X



PO/SA Schedule Line X X

QM inspection lot X X

Shipping notificat. X X

Tolerance value forward 02 02

Tolerance value for displacement 02 02

7. Choose Save.

8. Choose Back.

4.1.1.6 Overall Maintenance of Plant Parameters - Planning Horizon

Use The purpose of this step is to define a planning horizon for a plant.







Plant

1000

1100

4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose Planning Horizon.

6. On the Change View “Planning Horizon for Plant”: Overview screen, choose New Entries.

Plnt Planning horizon

1000 100

1100 100

7. Choose Save.

8. Choose Back.



4.1.1.7 Overall Maintenance of Plant Parameters - Available Stocks

Use The purpose of this step is to define availability of stock.







Plant

1000

1100

4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose Available Stocks.

6. On the Change View “Available Stocks”: Overview screen, make the following entries:

Plnt Stock in transfer Blocked stock Restricted-use stock

1000 X

1100 X

7. Choose Save.

8. Choose Back.

4.1.1.8 Overall Maintenance of Plant Parameters - Error Handling

UseIn this step, you determine how the system is to react if errors occur in the planning run.









Plant

1000

1100

4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose Error Handling.

6. On the Change View “Error Handling in the Planning Run”: Overview screen, make the following entries:

Plnt Max.Proposals Subs.

1000 050 101

1100 050 111

7. Choose Save.

8. Choose Back.

4.1.1.9 Overall Maintenance of Plant Parameters - Line Item Numbers

Use The purpose of this step is to define a line item number.







Plant

1000

1100



4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose Item Numbers.

6. On the Change View: “Item Numbers”: Overview screen, make the following entries:

Plant Item PR Item No. Stock Trans. Res.

1000 10 100

1100 10 100

7. Choose Save.

8. Choose Back.

4.1.2 Overall Maintenance of Plant Parameters - MRP Controllers

Use The purpose of this step is to maintain the MRP controller per plant.







Plant

1000

1100

4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose MRP controllers.

6. On the Change View “MRP Controllers”: Overview screen, make the following entries:

Plant Name MRP Cont.

MRP Controller Name

Telephone

1000 工厂 1 100 佟小玉 8400 9421

1000 工厂 1 101 白叶凡 8400 9422

1000 工厂 1 102 周末 8400 9423

1000 工厂 1 103 郭芙蓉 8400 9424

1100 工厂 2 110 李强 8490 4256

1100 工厂 2 111 莫小贝 8490 4257



Plant Name MRP Cont.

MRP Controller Name

Telephone

1100 工厂 2 112 刑可佳 8490 4258

1100 工厂 2 113 燕青 8490 4259

7. Choose Save.

8. Choose Back.

4.1.3 Overall Maintenance of Plant Parameters - Special Procurement

UseIn this step, you define the special procurement keys which as well as the procurement type control the procurement and storage of a material. The special procurement type always refers to a procurement type.







Plant

1000

1100

4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose Special Procurement.

6. Choose New Entries.

7. Make the following entries:

Plant

S P T

Long Text Procurement type

Sp. proc. Plant Phantom item

Direct production

Withdr. altern.plant

Issuing plant

1000 10 Consignment

F K

1000 20 External procurement

F

1000 30 Subcontra F L



cting

1000 40 Stock transfer (proc.from alter.plant)

F U 1100

1000 45 Stock transfer from plant to MRP area

F U 1100

1000 50 Phantom assembly

E E X

1000 52 Direct production / collective order

E E X

1000 60 Phantom in planning

E E

1000 70 Withdrawal from alternative plant

E R X 1100

1000 80 Production in alternative plant

E P 1100

1100 10 Consignment

F K

1100 20 External procurement

F

1100 30 Subcontracting

F L

1100 40 Stock transfer (proc.from alter.plant)

F U 1000

1100 45 Stock transfer from plant to MRP area

F U 1000

1100 50 Phantom assembly

E E X

1100 52 Direct production / collective order

E E X

1100 60 Phantom E E



in planning

1100 70 Withdrawal from alternative plant

E E X 1000

1100 80 Production in alternative plant

E P 1000

8. Choose Save.

9. Choose Back.

4.1.4 Overall Maintenance of Plant Parameters - Start in Past

Use The purpose of this step is to define that the MRP calculation may start in the past.

It is strongly recommended not to set the flag, otherwise the MRP run will create MRP elements which start and end in the past.

This step is optional. Its purpose is to check that the flag Start in Past has not been selected.







Plant

1000

1100

4. Choose Maintain.

5. On the Maintain Plant Parameters screen, choose Start in the Past.

6. On the Change View: “Order Proposals in the Past”: Overview screen, make the following entries:

Plant Start in Past

1000 Leave empty



1100 Leave empty

7. Choose Save.

8. Choose Back.

4.1.5 Defining Storage Location MRP per Plant

Procedure1. Access the activity using on of the following navigation options:


IMG menu Materials Management Consumption-Based Planning Planning Define Storage Location MRP per Plant

2. In the Determine Work Area: Entry dialog box, make the following entries:

Create the plant parameters for plant 1000 first, then create the parameters for additional plants.

Plant

1000

1100

3. Choose Enter.

4. On the Change View “Storage Location MRP": Overview, make the following entries:

Plnt SLoc MRP Ind.

1000 1020

1100 1030

1000 1040

1000 1050

1000 1060 1

1100 1130

1100 1140

1100 1160 1

5. Choose Save.

4.1.6 Defining Floats (Scheduling Margin Key)

Use The purpose of this step is to define scheduling margin key.





IMG menu Materials Management Consumption-Based Planning Planning Define Floats (Scheduling Margin Key)

2. On the Change View “Floats for Scheduling”: Overview screen, choose New Entries.


Plant Scheduling MarginKey: Float

Name 1 Opening Period

Float After Production

Float Before Production

Release Period

1000 000 工厂 1 000 000 000 000

1000 001 工厂 1 010 001 002 005

1100 000 工厂 2 000 000 000 000

1100 001 工厂 2 010 001 002 005

4. Choose Save.

4.1.7 Activating Materials Requirements Planning

UseThe purpose of this activity is to activate MRP.


Transaction code OMDU

IMG menu Materials Management Consumption-Based Planning Planning Activate Materials Requirements Planning

2. On the Activation screen, choose Material Requirements Planning.

3. On the Change View “Activate Requirements Planning”: Overview screen, make the following entries:

Plant Activate requirements planning Note

0001 This plant is never included!

1000 X

1100 X

4. Choose Save.

5. Choose Back.

4.1.8 Defining Scope of Planning for Total Planning

UseThe purpose of this activity is to define the scope of planning for Total Planning. This means that the planning includes the selected plants and tells the system in which order the plants have to be planned, for example distribution center before production plant.




Transaction code OM0E

IMG menu Materials Management Consumption-Based Planning Planning Define Scope of Planning for Total Planning

2. On the Change View “Description: scope of planning for total plng run”: Overview screen,choose New Entries.


Planning Scope Activate requirements planning

YB01 All Plants

4. Mark the created entry and double-click in the left menu Sequence of plants/MRP areas.

5. On the Change View “Sequence of plants/MRP areas”: Overview screen, choose New Entries.


Cntr. Plant Comment

200 1100 Distribution center first

210 1000 Production plant second

7. Choose Save.

8. Choose Back.

4.2 Purchasing

PreparationAccess the Customizing activities as outlined in the BC Set output documentation below, and make the settings according to the respective table values listed.

4.2.1 Activating Batch-Specific Unit of Measures

UseThe purpose of this activity is to activate the batch-specific unit of measures.


Transaction code OMWS

IMG menu Logistics - General Batch Management Batch-Specific Material Unit of Measure Activate Batch-Specific Material Unit of Measure

2. On the Activate Batch-Specific Material Unit of Measure screen, choose Batch-specific units of measure active and save your entry.

Result



The batch-specific unit of measure was activated.

4.2.2 Creating Release Procedure Characteristics


SAP ECC menu Cross Application Components Classification System Master Data Characteristics

Transaction code CT04

2. On the Characteristics screen, make the following entries:

Field name User action and values

Characteristic R2R_PURCH_GRP

3. Choose Create.

4. On the Create Characteristics screen, make the following entries:

5. Choose the Basic data tab page:


Description Purchasing Group

Status 1

Data Type CHAR

Number of Characters 3

Multiple Values select

6. Choose the Descriptions tab page:


Language ZH

Description 采购组

Language EN

Description Purchasing Group

7. Choose the Values tab page:


Char. Value 100

Description Group 100

Char. Value 101


Char. Value 102





Char. Value 103


Char. Value 110


Char. Value 111


Char. Value 112


Char. Value 113


8. Choose the Addnl data tab page:


Table Name CEKKO

Field name EKGRP

Not Ready for Input select

9. Choose Save and go back to the Characteristics screen.



Characteristic R2R_PURCH_ORD_TYPE

11. Choose Create.




Description Order Type (Purchasing)

Status 1

Data Type CHAR



14. Choose the Description tab page:




Language ZH

Description 订单类型(采购)

Language EN

Description Order Type (Purchasing)



Char. Value FO

Description Framework Order

Char. Value NB

Description Standard PO

Char. Value UB

Description Stock Tranfer Order



Table Name CEKKO

Field name BSART


17. Choose Save and go back to the Characteristics screen.



Characteristic R2R_PURCH_ORD_VALUE

19. Choose Create.




Description Total net order value

Status 1

Data Type CURR


Decimal Places 2

Currency CNY




Template _____________,__


22. Choose the Description tab page:


Language ZH

Description 总的净订单值

Language EN

Description Total net order value



Char. Value > 500,00 CNY



Table Name CEKKO

Field name GNETW


25. Choose Save.

4.2.3 Creating Release Procedure Class


SAP ECC menu Cross-Application Components Classification System Master Data Classes

Transaction code CL02

2. On the Class screen, make the following entries:


Class R2R_CL_REL_CEKKO

Class type 032

3. Choose Create.

4. On the Create Class screen, make the following entries:



Description PO Release at Header Level




Status Released

6. Choose the Char. Tab page:


Char. R2R_PURCH_ORD_TYPE

Char. R2R_PURCH_GRP

Char. R2R_PURCH_ORD_VALUE

7. Choose Save.

4.2.4 Defining Release Procedure for Purchase Orders

UseThe purpose of this step is to define the release procedure for purchase orders containing steps Release Groups, Release Codes, Release Indicator, Release Strategies .



IMG Menu Materials Management Purchasing Purchase Order Release Procedure for Purchase Orders Define Release Procedure for Purchase Orders

2. Double-click Release Groups.



Grp Obj Class Description

PH 2 R2R_CL_REL_CEKKO PO Release (Overall)

5. Choose Save.

6. Choose Back.

7. Double-click Release Codes.



Grp Code Description

PH 01 Purchasing Manager

10. Choose Save.

11. Choose Back.

12. Double-click Release Indicator.



Rel R Chg VChTo Description

1 X 6 0.0 Changeable, but new release



15. Choose Save.

16. Choose Back.

17. Double-click Release Strategies.



Grp Strat Code Description

PH 10 01 Overall Release

20. Choose Save.

21. Choose Back.

4.2.5 Defining Release Procedure for Purchase Orders - Set Criterias

UseIn this activity you will define a release procedure for purchase orders.



SAP ECC menu Materials Management Purchasing Purchase Order Release Procedure for Purchase Orders Define Release Procedure for Purchase Orders

2. Double-click Release Strategies.

3. Choose Release Prerequisites and choose Continue.

4. Choose Release Statuses and choose Continue.

5. Choose Classification.

6. On the Change View “Release Strategies”: Classification screen, make the following entries:


Order type (Purchasing) Framework order

Standard PO

Stock Tranfer Order

Purchasing Group Group 100

Group 101

Group 102

Group 103

Group 110

Group 111

Group 112

Group 113




Total net order value > 500.00 CNY

7. Choose Back.

8. Choose Release simulation.

9. Choose Simulate release.

10. Choose Set/reset release. The release is simulated

11. Choose Cancel.

12. Choose Continue.

13. Choose Save, and then Exit.

ResultThe release procedure for purchase orders is defined.

4.2.6 Defining Calculation Schema



IMG menu Materials Management Purchasing Conditions Define Price Determination Process Define Calculation Schema

2. On the Change View “Schemas”: Overview screen, choose Procedure RM0000 (Purchasing Document (Big)).

3. In the Dialog Structure, double-click Control data.

4. Enter the values shown below.

Step

Counter

Cond.

Type

From

To

Cond. Det. manually

Stat

Print

ID

Cond.

subtotal

Req

Cal. Type

Base Type

Accnt Key

Accruals

1 1 PB00

9

1 2 PBXX

9 5

2 0 VA00

3 0 VA01

4 0 GAU1

X 31

5 0 GAU2

31 32 32

10 1 RB00

X X

10 2 RC0 X X



Step

Counter

Cond.

Type

From

To

Cond. Det. manually

Stat

Print

ID

Cond.

subtotal

Req

Cal. Type

Base Type

Accnt Key

Accruals

0

10 3 RA00

X X

10 4 RA01

1 X

10 5 HB00

X X

10 6 ZB00 X X

10 7 ZC00

X X

10 8 ZA00 X X

10 9 ZA01 1 X X

10 10 HB01

X X

10 11 RL01 1 X

10 15 MM00

X X

10 16 MM01

1 X X

10 17 REST

X

17 0 EDI1 X 53

19 0 EDI2 53 40

20 0 S 7

21 1 NAVS

X 60

21 2 NAVM

X 29

22 0 20 21

24 0 21 21

S

25 0 22 23

31 1 FRA1

20 X X FRE FR1

31 2 FRB1

20 X X FRE FR1

31 3 FRC1

20 X X FRE FR1

31 4 RUE 20 X X FRE RUE



Step

Counter

Cond.

Type

From

To

Cond. Det. manually

Stat

Print

ID

Cond.

subtotal

Req

Cal. Type

Base Type

Accnt Key

Accruals

1

31 5 RUB1

20 X X FRE RUE

31 6 RUC1

20 X X FRE RUE

31 7 ZOA1

20 X X FRE FR3

31 8 ZOB1

20 X X FRE FR3

31 9 ZOC1

20 X X FRE FR3

31 10 FRA2

20 X X FRE FR2

31 11 FRB2

20 X X FRE FR2

31 12 FRC2

20 X X FRE FR2

32 1 MAR1

20 X 12 FRE RUE

35 1 SKTO

20 X 17

37 0 A001 20 X 26 EIN BO1

38 0 A002 20 X 26 EIN BO1

39 0 30 32

S

40 0 25 38

S

41 0 25 32

S

60 0 WOTB

X 3

70 0 GRWR

20 X 8

75 0 GWLB

X 54 60

79 0 70 78

X C 8


6. Choose Back (F3) two times.



4.2.7 Maintaining Rounding Profiles


Transaction code OWD1

IMG menu Materials Management Purchasing Order Optimizing Quantity Optimizing and Allowed Logistics Units of Measure Maintain Rounding Profile

2. On the Create Quantity Addition/Subtraction screen, enter rounding profile YG00 in the Rounding profile field of the dialog box Maintain Rounding Profile: Initial Screen.

3. Enter the plant Plant_1 (1000) in the Plant field of the dialog box Maintain Rounding Profile: Initial Screen.

4. Choose Create Dynamic (F5).

5. On the Create Dynamic Rounding Profile screen, enter the values shown below.


Rounding Profile YG00

Description Rounding to cartons, layers and pallets

Plant Plant_1 (1000)

Rounding off method 3

Rounding rule Y1



8. Repeat steps 2. - 6. for the same rounding profile and for the plant Plant_2 (1100) as shown below:


Rounding Profile YG00

Description Rounding to cartons, layers and pallets

Plant Plant_2 (1100)

Rounding off method 3

Rounding rule Y1

9. To maintain the description of the rounding profile YG00 in German, logon in language ZH.

10. To access the customizing transaction, use IMG Path:

物料管理

物料管理

定单最优化

质量优化和允许的后勤计量单位

维护舍入参数文件

11. Enter the rounding profile YG00 in the 舍入参数文件 field of the dialog box Rundungsprofil pflegen: Einstieg.

12. Enter the plant Plant_1 (1000) in the 工厂 field.



13. Choose Change (F7).

14. On the 显示动态取整初始文件 screen, make the following entries.


舍入参数文件 YG00

描述舍入到纸板箱,层,货盘

工厂 1000

舍入方法 3

舍入规则 Y1


16. Repeat steps 10. - 14. for the same rounding profile YG00 and for the plant Plant_2 (1100) as shown below:


舍入参数文件 YG00

描述舍入到纸板箱,层,货盘

工厂 Plant_2 (1100)

舍入方法 3

舍入规则 Y1



4.2.8 Unit of Measure Rounding Rules



IMG menu Materials Management Purchasing Order Optimizing Quantity Optimizing and Allowed Logistics Units of Measure Unit of Measure Rounding Rules

2. On the Change View “Unit of Measure Rounding Rule”: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make the following entries:

Rounding Rule Alternative Unit of measure % rounding up % rounding down

Y1 CAR 80,0 0,1

Y1 PAL 80,0 0,1





4.2.9 Maintaining Account Assignment Categories



IMG menu Materials Management Purchasing Account Assignment Maintain Account Assignment Categories

2. On the Change View “Account Assignment Categories”: Overview screen, choose Acct assignment cat. A (Asset).

3. Choose Details (Ctrl+Shift+F2).

4. On the Change View “Account Assignment Categories”: Details screen, make the following entries:


Consumption posting A

Description Asset

Distribution 1

AA Changeable at IR X

Partial invoice 2

ID.Account Assignment Screen 2

Goods Receipt X

GR Non-Valuated X

Invoice Receipt X

Field name Mandatory Entry

Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X

Cost Type X

Deletion indicator X

Details account assgt. block X

Functional Area X

Funds X

Funds Center X

Funds reservation X




Optional Entry

Dislay Hidden

General Ledger Account X

Goods recipient/ship-to party X

Grant X

Joint Venture Partner X

Network X

Profit Center X

Profitability Segment X

Project X

Qty./percent. mat. acct. assgt

X

Real Estate Management X

Sales Order X

Sales document schedule X

Service/activity type X

Unloading point X


6. Repeat steps 1. to 5. for the account assignment categories B, …, X using the values shown below.

Acct. assignmt. cat. B


Consumption posting E

Description MTS prod./sales ord.

Distribution

AA Changeable at IR

Account modification VKA

Partial Invoice

ID.Account Assignment Screen

Goods receipt

GR non-valuated

Invoice receipt X

Acct. assignmt. cat. C


Consumption posting V

Description Sales order

Distribution 1


Account modification




Partial Invoice 2


Goods receipt X

GR non-valuated

Invoice receipt X


Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X


Goods recipient/ship-to party

X

Grant X


Network X

Profit Center X


Project X


X


Sales Order X






Optional Entry

Dislay Hidden

Unloading point X

Acct. assignmt. cat. D


Consumption posting P

Description Indiv.cust./project

Distribution

AA Changeable at IR


Partial Invoice


Special Stock E

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm X


Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X



X

Grant X




Optional Entry

Dislay Hidden


Network X

Profit Center X


Project X


X


Sales Order X



Unloading point X

Acct. assignmt. cat. E


Consumption posting E

Description Ind. cust. w. KD-CO

Distribution

AA Changeable at IR


Partial Invoice


Special Stock E

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm X


Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X




Optional Entry

Dislay Hidden

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X



X

Grant X


Network X

Profit Center X


Project X


X


Sales Order X



Unloading point X

Acct. assignmt. cat. F



Description Order

Distribution 1


Account modification VBR

Partial Invoice 2


Special Stock

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm




Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X



X

Grant X


Network X

Profit Center X


Project X


X


Sales Order X



Unloading point X

Acct. assignmt. cat. G



Description MTS prod./project

Distribution




AA Changeable at IR


Partial Invoice

ID.Account Assignment Screen

Special Stock

Goods receipt

GR non-valuated

Invoice receipt X

GR Ind. Firm

Acct. assignmt. cat. K



Description Cost center

Distribution 1



Partial Invoice 2


Special Stock

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm


Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X

Cost Type X






Optional Entry

Dislay Hidden

Functional Area X

Funds X

Funds Center X

Funds reservation X



X

Grant X


Network X

Profit Center X


Project X


X


Sales Order X



Unloading point X

Acct. assignmt. cat. M


Consumption posting

Description Ind. cust. w/o KD-CO

Distribution

AA Changeable at IR


Partial Invoice


Special Stock E

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm X




Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X



X

Grant X


Network X

Profit Center X


Project X


X


Sales Order X



Unloading point X

Acct. assignmt. cat. N



Description Network

Distribution 1






Partial Invoice 2


Special Stock

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm


Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X



X

Grant X


Network X

Profit Center X


Project X


X





Optional Entry

Dislay Hidden

Sales Order X



Unloading point X

Acct. assignmt. cat. P



Description Project

Distribution 1



Partial Invoice 2


Special Stock

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm


Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X





Optional Entry

Dislay Hidden


X

Grant X


Network X

Profit Center X


Project X


X


Sales Order X



Unloading point X

Acct. assignmt. cat. Q



Description Proj. make-to-order

Distribution

AA Changeable at IR


Partial Invoice


Special Stock Q

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm X


Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X




Optional Entry

Dislay Hidden

Commitment Item X

Cost Center X

Cost Object X

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X



X

Grant X


Network X

Profit Center X


Project X


X


Sales Order X



Unloading point X

Acct. assignmt. cat. T


Acct.assignment changeable X


Description All new aux.acc.ass.

Distribution 1



Partial Invoice 2


Special Stock




Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm


Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X

Commitment Item X

Cost Center X

Cost Object X

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X



X

Grant X


Network X

Profit Center X


Project X


X


Sales Order X



Unloading point X



Acct. assignmt. cat. U


Acct.assignment changeable

Consumption posting U

Description Unknown

Distribution

AA Changeable at IR

Account modification

Partial Invoice


Special Stock

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm

Acct. assignmt. cat. X


Acct.assignment changeable X


Description All aux.acct.assgts.

Distribution 1


Account modification VAX

Partial Invoice 2


Special Stock

Goods receipt X

GR non-valuated

Invoice receipt X

GR Ind. Firm


Optional Entry

Dislay Hidden

Asset X

Asset Subnumber X

Business Area X

Business process X

CO/PP Order X




Optional Entry

Dislay Hidden

Commitment Item X

Cost Center X

Cost Object X

Cost Type X



Functional Area X

Funds X

Funds Center X

Funds reservation X



X

Grant X


Network X

Profit Center X


Project X


X


Sales Order X



Unloading point X

4.2.10 Maintaining Account Assignment Categories - Translation



IMG menu Materials Management Purchasing Account Assignment Maintain Account Assignment Categories

2. On the Change View “Account Assignment Categories”: Overview screen, select account assignment category A.

3. Choose Goto Translation.

4. In the Choose languages dialog box, select Language Chinese.



5. Choose Copy (Enter).

6. In the Maintain Texts in Other Languages dialog box, check that the Chinese description exists. If not, enter 资产.

7. If you entered a translation, choose Continue (Enter).


9. Repeat steps 1. to 7. for all the account assignment categories B, …, Z using the Chinese description shown in the table below.

Acct assignment cat

AcctAssgtCatDesc. Language EN

AcctAssgtCatDesc.Language ZH

B MTS prod./sales ord. MTS生产/销售订单

C Sales order 销售订单

D Indiv.cust./project 单个客户/项目.

E Ind. cust. w. KD-CO 有 KD-CO的客户

F Order 订单

G MTS prod./project MTS生产/项目

K Cost center 成本中心

M Ind. cust. w/o KD-CO 没有 KD-CO的客户

N Network 网络

P Project 项目

Q Proj. make-to-order 按单生产项目

T All new aux.acc.ass. 所有新的辅助帐户设置

U Unknown 未知的

X All aux.acct.assgts. 全部辅助帐户设置

Z MTO valuated with RA MTO用RA的估值



4.2.11 Defining Scope of List



IMG menu Materials Management Purchasing Vendor Evaluation Define Scope of List

2. On the Change View “Scope of List for Vendor Evaluation”: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, enter the values as shown below.


List scope Y_CONSPR01

Description Ranking list consumer products





6. On the Change View “Scope of List for Vendor Evaluation”: Overview screen, double-click the new entry Y_CONSPR01.

7. Enter the values shown below.

Main Criterion Sequence

01 1

02 2

03 3



4.2.12 Defining Permissible Partner Roles per Account Group



IMG menu Materials Management Purchasing Partner Determination Partner Roles Define Permissible Partner Roles per Account Group

2. On the Change View “Permissible Partner Roles per Account Group”: Overview, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, enter the values shown below.

Function Group

DP YBAC

VN YBAC


5. Choose Back (F3) twice.

4.2.13 Defining Condition Type



IMG menu Logistic - General Agency Business Basic Settings Define Price Determination Process Define Condition Types

2. In the Choose Activity dialog box, choose Define Condition Type.

3. On the Change View “Conditions: Condition Types”: Overview screen, choose New Entries and make the following entries:




Condition Type NAVS

Description Non-Deductable Tax

Access seq. 0003

Condition class D

Calculat.type B

Cond.category D

Item condition Select

Delete Select

delete fr.DB Do not delete (set the deletion flag only)

Exclusion X - Gross Price



4.2.14 Taxes in Procurement

4.2.14.1 Setting Tax Indicator for Material

UseIn this step, you maintain the tax indicators that you wish to assign to materials. You do this for each country of destination.



IMG menu Materials Management Purchasing Taxes Set Tax Indicator for Material

2. On the Change View “Determination of Tax Code: Maintain Material Indicator: Overview” screen, choose New Entries.

3. On the “New Entries: Overview of Added Entries” screen, make the following entries.

Dst. Country Material Description

CN 0 Material 0%

CN 1 Material 100%



ResultThe tax indicators are created.



4.2.14.2 Setting Tax Indicator for Plant




IMG menu Materials Management Purchasing Taxes Set Tax Indicator for Plant

2. On the Change View “Determination of Tax Indicator: Maintain Plant Indicator: Overview” screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make the following entries.

Dst. Country Plant Tax ID Description

CN 0 Exempt

CN 1 Taxable




4.2.14.3 Setting Tax Indicator for Account Assignment




IMG menu Materials Management Purchasing Taxes Set Tax Indicator for Account Assignment

2. On the Change View “Determine Tax Code: Maintain Account Assignment Indicator: Overview” screen, choose New Entries.

3. On the “New Entries: Overview of Added Entries” screen, make the following entries:

Dst. Country Plant Tax ID Description

CN 0 Exempt

CN 1 Taxable






4.2.14.4 Assigning Tax Indicators for Plant




IMG menu Materials Management Purchasing Taxes Assign Tax Indicators for Plants

2. On the Change View “Assignment of Tax Indicator to Plant”: Overview screen, make the following entries:

Plant Plant Tax ID Description

Plant_1 (1000) 1 taxable

Plant_2 (1100) 1 taxable


4. Choose Back (F3)


4.2.14.5 Assigning Tax Indicators for Account Assignments



IMG menu Materials Management Purchasing Taxes Assign Tax Indicators for Account Assignments

2. On the Change View “Assignment of Tax Indicator to Account Assignment Category”: Overview” screen, choose New Entries.


A DstC AcAsg

CN 0

M CN 0





4.2.15 Checking Incoterms



IMG menu Materials Management Purchasing Vendor Master Check Incoterms

2. On the Change View “Customer: Incoterms”: Overview screen, choose New Entries.


IncoT Description Cty

AIR Airborne Express X

DHL DHL Worldwide Express X

EMY Emery Worldwide X

FED Federal Express X

UPS United Parcel Service X

USP United States Postal Service X

4. Choose Save.

5. Choose Back.

4.2.16 Returns to Vendor



IMG menu Materials Management Purchasing Purchase Order Returns Order Returns to Vendor

2. On the Change View “Returns to vendor”: Overview screen, choose New Entries.


Cat Type SPlt Del. Type Returns

F NB Plant_1 (1000) RL

F NB Plant_2 (1100) RL

F UB Plant_1 (1000)

F UB Plant_2 (1100)

4. Choose Save.

5. Choose Back.



4.2.17 Vendor Evaluation

4.2.17.1 Defining Criteria



IMG menu Materials Management Purchasing Vendor Evaluation Define Criteria

2. On the Change View “Main Criteria”: Overview screen, choose New Entries.


CR Criterion Short Text f. M.Crit

01 Price PRICE

02 Quality QUALIT

03 Delivery CNLIV

4. Choose Save.

5. Choose Back.

4.2.17.2 Defining Subcriteria



IMG menu Materials Management Purchasing Vendor Evaluation Define Criteria

2. On the Change View “Main Criteria”: Overview screen, select the according previously created criteria Price and double-click the Subcriteria folder.



CR Criterion Scoring Method

01 Price Level 4

02 Price Behavior 5

5. Choose Save.

6. On the Change View “Main Criteria”: Overview” screen, select the next criteria Quality and double-click the Subcriteria folder.






01 GR Inspection 7

02 Rejection/Complaint 8

03 Audit 9

9. Choose Save.

10. On the Change View “Main Criteria”: Overview” screen, select the Delivery criteria and double-click the Subcriteria folder.




01 On-Time Delivery 3

02 Quantity Reliability 2

03 Shipping Instr. 6

04 Adher. to Conf. Date B

13. Choose Back.

14. Choose Back.

4.2.17.3 Defining Scope of List



IMG menu Materials Management Purchasing Vendor Evaluation Define Scope of List

2. On the Change View “Scope of List for Vendor Evaluation: Overview” choose New Entries.


List Scope Description

Y_CONSPR01 Ranking list consumer products

4. Choose Save.

5. Choose Back.

4.2.17.4 Maintaining Purchasing Organization Data - Purchasing Organization



IMG menu Material Management Purchasing Vendor Evaluation Maintain Purchasing Organization Data



2. On the Change View "Purchasing organization”: Overview screen, choose Copy As… (F6) to copy the data record 0001 to 1000 Purchasing Org. 1000, and confirm the message by choosing Copy All.

3. Save your entries and go back to the IMG menu.

4.2.17.5 Maintaining Purchasing Organization Data - Main Criteria




2. On the Change View "Purchasing organization”: Overview screen, choose Purchasing Org. 1000, and double-click the Main Criteria folder.

3. On the Change View “Main Criteria: Overview” screen, choose New Entries.


CR Manual maint. Description

01 Do not select Price

02 Do not select Quality

03 Do not select Delivery

05 Do not select Service

5. Choose Return and the criteria description will be posted from the system.

6. Choose Save.

7. Choose Back.

4.2.17.6 Maintaining Purchasing Organization Data – Subcriteria




2. On the Change View "Purchasing organization”: Overview screen, choose Purchasing Org. 1000, and double-click Main Criteria folder.

3. The “Change View: Main criteria: Overview” screen appears. Select the previously defined main criteria 01 Price and double-click the Subcriteria folder. Choose New Entries and make the following entries:

Subcrit. Weighting Manual maint. Description

01 1 Do not select Price Level

02 1 Do not select Price Behavior



4. Choose Save.

5. On the “Change View: Main criteria: Overview” screen, select the previously defined main criteria 02 Quality and double-click the Subcriteria folder. Choose New Entries and make the following entries:


01 1 Do not select GR Inspection

02 1 Do not select Rejection/Complaint

03 1 Do not select Audit

6. Choose Save.

7. On the “Change View: Main criteria: Overview” screen, select the previously defined main criteria 03 Delivery and double-click the Subcriteria folder. Choose New Entries and make the following entries:


01 1 Do not select On-Time Delivery

02 1 Do not select Quantity Reliability

03 1 Do not select Shipping Instr.

04 1 Do not select Adher. to Conf. Date

8. On the “Change View: Main criteria: Overview ” screen, select the previously defined main criteria 04 Service and double-click the Subcriteria folder. Choose New Entries and make the following entries:


01 1 Do not select Quality of Service

02 1 Do not select Service Timeliness

9. Choose Save.

10. Choose Back.

4.2.17.7 Maintaining Purchasing Organization Data – Weighting




2. On the Change View "Purchasing organization”: Overview screen, select the Purchasing Org. 1000, and double-click the Weighting folder.

3. On the Change View "Weighting”: Overview screen, choose New Entries and make the following entries:

Wgt. Key Cr Weighting Criterion Description

01 01 1 Price

01 02 1 Quality

01 03 1 Delivery



Wgt. Key Cr Weighting Criterion Description

01 05 1 Service

02 01 2 Price

02 02 1 Quality

02 03 2 Delivery

02 04 1 Service

02 05 1 Service

4. Choose Save.

5. Coose Back.

4.2.17.8 Maintaining Purchasing Organization Data - Points Scores for the Automatic Criteria




2. On the Change View "Purchasing organization”: Overview screen, select Purchasing Org. 1000, and double-click Points Scores for the Automatic Criteria folder.

3. On the Change View "Points Scores for the Automatic Criteria: Overview “screen, choose New Entries and make the following entries:

Scoring Method Percentage Sco. Description / Text

2 100 Qty. reliability

2 2.0 95 Qty. reliability

2 10.0 80 Qty. Reliability





2 -1.0 95 Qty. Reliability








3 100 On-time del.

3 1.0 90 On-time del.











3 -5.0 95 On-time del.

3 -10.0 65 On-time del.

3 -20.0 75 On-time del.

3 -30.0 60 On-time del.

3 -40.0 40 On-time del.

3 -50.0 20 On-time del.



4 40 Price level

4 5.0 20 Price level



4 -5.0 50 Price level




5 40 Price behavior

5 5.0 20 Price behavior

5 10.0 1 Price behavior

5 -5.0 50 Price behavior

5 -10.0 100 Price behavior

B 2.0 90 Adherence to confirmation date






B -2.0 90 Adherence to confirmation date








4. Choose Save.

5. Choose Back.

4.3 Foreign TradeAccess the customizing activities as outlined in the BC Set output documentation below and change the settings according to the respective table values listed.

4.3.1 Defining Business Transaction Types And Default Value

UseThis activity will define business transaction types and assign default values to sales item categories.



IMG menu Materials Management Purchasing Foreign Trade/Customs Basic Data for Foreign Trade Define Business Transaction Types And Default Value

2. Double-click Define Business Types.



Country Key

Business Transaction Type

Description Long Text (must be split onto three rows)

CN 11 Final Purchase/Sale

Business transactions with transfer of ownership (actual or intended) and with compensation (financial or otherwise)

5. Choose Save.

6. Choose Back twice.

4.3.2 Defining Business Transaction Types and Default Value

UseThe purpose of this activity is to define the default values for business transaction types in the purchasing document items.





IMG menu Materials Management Purchasing Foreign Trade/Customs Basic Data for Foreign Trade Define Business Transaction Types And Default Value

2. Double-click Define Default Business Transaction Types(MM).

3. Define an entry for each possible combination, for which you want to get a default value..

Field name User Action and Values

PPurch. Doc. Category F Purchase order

Purchasing Doc. Type NB Item Category Standard PO

Item Category Standard

Bus.transaction type 11 Final Purchase/Sale

4. Save your adaptations.

ResultThe default value for the business transaction type for purchsing documents at item level is defined.

4.3.3 Defining Customs Offices

UseThis activity will define customs offices.



IMG menu Materials Management Purchasing Foreign Trade/Customs Transportation Data Define Customs Offices

2. On the Change View “Foreign Trade: Customs Offices”: Overview screen, choose New Entries.


Country Key Customs office Description

CN 0001 Beijing

CN 3330 Shanghai

4. Choose Save.

4.3.4 Defining Modes of Transport

UseThis activity will define modes of transport.





IMG menu Materials Management Purchasing Foreign Trade/Customs Transportation Data Define Modes Of Transport

2. On the Change View “Foreign Trade:Modes of Transport”: Overview screen, choose New Entries.


Country Key Mode of Transport - Border Description

CN 1 Air

CN 2 Road

CN 3 Sea

CN 4 Rail

CN 5 Mail

4. Choose Save.

4.3.5 Default Values for Foreign Trade Header Data

UseThe purpose of this activity is to define the default values for foreign trade in the purchasing document header.


Transaction code VI95

IMG menu Materials Management Purchasing Foreign Trade/Customs Transportation Data Default Values For Foreign Trade Header Data

2. Define an entry for each country, for which you want to get default values:


Export/Import 1 Receipt / Import

Departure country of CN Chinese

Destination country AT Austria

ModeOfTrnsprt-Border 1 Air

DomestModeOfTransp. 2 Road

3. Save your adaptations.

4. Repeate step 2 and 3 with following data:






Destination country PT Portugal






Destination country US USA



ResultThe default values for foreign trade for the purchasing document header are defined.

4.4 Inventory Management and Physical InventoryAccess the customizing activities as outlined in the BC Set output documentation below and change the settings according to the respective table values listed.

4.4.1 Grouping Together Valuation Areas


Transaction code OMWD

IMG menu Materials Management Valuation and Account Assignment Account Determination Account Determination Without Wizard Group Together Valuation Areas

2. On the Change View” Acct Determination for Val.Areas”: Overview screen, make the following entries:

Valuation Area Company Code Valuation Grouping Code

1000 1000 0001

1100 1100 0001

3. Choose Save.

4.4.2 Defining Screen Layout


Transaction code OMJA

IMG menu Materials Management Inventory Management and Physical



Inventory Automatic Movements Define Screen Layout

2. On the Change View “Field Selection”: Overview screen, choose Position.

3. In the Another Entry dialog box, enter 643 in the Movement Type input field.

4. Choose Continue (Enter).

5. Mark the selected line of movement type 643 on the Change View “Field Selection”: Overview screen as shown below.

6. Choose Details (Ctrl+Shift+F2).

7. On the Maintain Field Status Group: Overview screen, double-click General data in the Select Group box.

8. On the Maintain Field Status Group: General data screen, make the following entries:

Field name Suppress Required Entry

Optional Entry

Assignment number (FI only) X

Line item text X

Invoice reference (FI only) X

Exchange hedging (FI only) X

Collective invoice (FI only) X

Final issue indicator X

Goods recipient X


10. On the Maintain Field Status Group: Overview screen, double-click Additional account assignments in the Select Group box.

11. On the Maintain Field Status Group: Additional account assignments screen, make the following entries:


Optional Entry

Calculation period (FI only) X

Material number (FI only) X

Cost center X

CO/PP order X

Project X

Sales order X

Personnel number (FI only) X

Network X

Commitment item X

Plant (FI only) X

Business area X

Trad.partn.bus.area (FI only) X

Quantity (FI only) X

Profit Center X

Profitability segment X




Optional Entry

Cost object X

Joint venture acct assgnmt(FI) X

Joint venture partner X

Joint venture recovery indctr X

Fund X

Funds center X

Partner company code X

Trad.part.prof.center(FI only) X

Joint venture calculation type X

Funds reservation (FI) X

Funds reservation item (FI) X

Functional Area X

Activity type X

Business process X

Grant X


13. On the Maintain Field Status Group: Overview screen, double-click Materials Management in the Select Group box.

14. On the Maintain Field Status Group: Materials management screen, make the following entries:


Optional Entry

Vendor X

Customer X

Purchase order X

Reservation number (FI only) X

Phys.inventory fields(FI only) X

Ext. GA amount in LC X

Transport request (FI only) X

Sales value in local currency X

Accounting indicator X

Tax code X

Alternate base amount X


16. On the Maintain Field Status Group: Overview screen, double-click Transfer Postings in the Select Group box.

17. On the Maintain Field Status Group: Transfer postings screen, make the following entries:




Optional Entry

Receiving material X

Receiving plant X

Receiving storage location X

Sales order X

Project X

Receiving batch X


19. Choose Back (F3) twice.

4.4.3 Printer Determination by Plant/Storage Location

UseThe purpose of this activity is to assign printers to storage locations. The result will be that goods movement slip will be automatically printed at the printers of the corresponding storage location.


Transaction code OMJ3

IMG menu Materials Management Inventory Management and Physical Inventory Output Determination Printer Determination Printer Determination by Plant/Storage Location

2. On the Change View “Print Parameters”: Overview screen, choose New Entries.

3. On the New Entries: Details of Added Entries screen, enter:

Condition Type Plant Stor. Location Output Device

LP01


5. Repeat steps 2-4 with the following entries:

Condition Type Plant Stor. Location Output Device

Plant_1 (1000) Shop floor (1020) LP01

Plant_1 (1000) Shipping - (Lean WM) (1030) LP01

Plant_1 (1000) Stores - (Lean WM) (1050) LP01

Plant_1 (1000) Returns (1060) LP01

Plant_2 (1100) Shipping - (Lean WM) (1130) LP01

Plant_2 (1100) Returns (1160) LP01





4.4.4 Printer Determination by Plant/Storage Location/User Group

UseThe purpose of this activity is to assign printers to storage locations and user groups. The result will be that a goods movement slip will be printed automatically at the printers of the corresponding storage location and user group.


Transaction code OMJ4

IMG menu Materials Management Inventory Management and Physical Inventory Output Determination Printer Determination Printer Determination by Plant/Stor.Loc./User Group

2. On the Change View “Printer Determination per Plant/SLOc/User Group”: Overview screen, choose New Entries.

3. On the New Entries: Details of Added Entries screen, make the following entries:

Condition Type

Plant Stor. Location

User Group Output Device

GROUP1 LP01


4.4.5 Copying and Changing Movement Types

4.4.5.1 Copying and Changing Movement Types - Movement Type

UseThe purpose of this activity is to copy standard movement types to customer specific movement types 9xx and adjust these 9xx movement types.


Transaction code OMJJ

IMG menu Materials Management Inventory Management and Physical Inventory Movement Types Copy, Change Movement Types

2. In the Field Selection dialog box, choose Movement Type and choose Enter.

3. On the Determine Work Area: Entry screen, enter:

Movement Type From Movement Type To

551 999



4. On the Change View "Movement Type": Overview, select movement type 551 and choose Copy As... (F6).

5. Choose Enter.

6. On the Change View "Movement Type": Details of Selected Set screen, make the following entries for the current used movement type:

Account Control Account Control Control Reason

951 - +

952 - +

961 -

962 -

901 -

902 -

7. Choose Enter.

8. In the Specify object to be copied dialog box, choose Copy all.

9. Confirm the Information dialog box.

10. Choose Save.

11. Repeat step 1. - 11. with the following movement types:


552 952

561 961

562 962

601 901

602 902

4.4.5.2 Copying and Changing Movement Types - Short Texts

This step has been performed by copying the movement type in the first step. There is no need for more adjustments at this point.

4.4.5.3 Copying and Changing Movement Types - Allowed Transactions


4.4.5.4 Copying and Changing Movement Types - Help Texts




4.4.5.5 Copying and Changing Movement Types - Field Selection (from 201)/Batch


4.4.5.6 Copying and Changing Movement Types - Field Selection (Enjoy)

UseThe purpose of this activity is to maintain field selection for movement type 951 and 952.


Transaction code OMJJ

IMG menu Materials Management Inventory Management and Physical Inventory Movement Types Copy, Change Movement Types

2. In the Field Selection dialog box, choose Movement Type and choose Enter.

3. On the Determine Work Area: Entry screen, make the following entries:


951 952

4. On the Change View "Movement Type": Overview screen, select movement types 951 and 952 and choose Field Selection (Enjoy).

5. On the Change View "Field Selection (Enjoy)": Overview screen, choose optional entry for all entries:

Movement Type Field name Required Entry Optional Entry

951 All entries deselect select

952 All entries deselect select

6. On the Change View "Field Selection (Enjoy)": Overview screen, choose New Entries.


Movement Type Field name Required Entry Optional Entry

951 PAOBJNR Select Deselect

952 PAOBJNR Select Deselect

961 AUFNR Select Deselect

961 SGTXT Deselect Select

961 WEMPF Deselect Select

962 AUFNR Select Deselect

962 SGTXT Deselect Select

962 WEMPF Deselect Select

8. Choose Save.



4.4.5.7 Copying and Changing Movement Types - Updating Control / WM Movement Types


4.4.5.8 Copying and Changing Movement Types - Account Grouping


4.4.5.9 Copying and Changing Movement Types - Reason for Movement


4.4.5.10 Copying and Changing Movement Types – Reversal / Follow-on Movement Types


4.4.5.11 Copying and Changing Movement Types - Deactivate QM Inspection / Deliver


4.4.5.12 Copying and Changing Movement Types - LIS Statistics Group


4.5 Valuation and Account Assignment

4.5.1 Defining Valuation Classes


Transaction code OMSK

IMG menu Materials Management Valuation and Account Assignment - Account Determination - Account Determination Without Wizard - Define Valuation Classes



2. On the Account Category Reference/Valuation Classes screen, choose Valuation Class.

3. On the Change View: "Valuation Classes": Overview, choose New Entries and make the following entries:

ValCl ARef Description

0710 0001 Equipment 1

0720 0001 Equipment 2

1210 0002 Spec.complex fixed assets

3000 0001 Raw materials 1




3030 0002 Operating supplies

3031 0002 Operating supplies 2

3040 0003 Spare parts

3050 0004 Packaging and empties

3100 0005 Trading goods

3105 0005 Third Party Drop Ship

3110 0005 Trading goods Project

3200 0006 Services

3300 0007 Nonvaluated material

7900 0008 Semifinished products

7920 0009 Finished products

4. Choose Save.

4.6 Logistics Invoice VerificationAccess the customizing activities as outlined in the BC Set output documentation below and adjust the settings according to the respective table values listed.

4.6.1 Maintaining Default Values for Tax Codes

UseIn this step, you define for each company code which tax codes the SAP System suggests when you enter incoming invoices.





IMG menu Materials Management Logistics Invoice Verification Incoming Invoice Maintain Default Values for Tax Codes

2. On the Change View “Tax Defaults in Invoice Verification”: Overview screen, choose New Entries.

3. Enter the following data.

CoCd Description Defaults, domestic - Tax Code

Default value unplanned delivery costs

1000 公司代码 1000

J1 J1

4. Choose Save.

4.6.2 Setting Tolerance Limit


Transaction code OMR6

IMG menu Materials Management Logistics Invoice Verification Invoice Block Set Tolerance Limits

2. On the Change View “Tolerance Limits”: Overview screen, choose New Entries.

3. On the New Entries: Details of Added Entries screen, enter the following values for company code 1000.


Tolerance key AN

Company Code 1000

Absolute value: not check X


5. Repeat steps 2. to 3. for all combinations of company codes and tolerance keys displayed by the following shortcuts:

Company Code 1000


Tolerance key AP

Comapany Code 1000

Absolute value: Do not check X


Tolerance key BD




Comapany Code 1000

Absolute value: Do not check

Absolute value: Check limit X

Value 0.05


Tolerance key BR

Company Code 1000

Lower limit Percentage Check limit X

Tolerance limit % 20.00

Upper limit Percentage Check limit X

Value 10.00


Tolerance key BW

Company Code 1000

Percentage: Do not check (Lower limit) X

Percentage: Check limit (Lower limit)

Tolerance limit % (Lower limit) 5.00

Percentage: Do not check (Upper limit) X

Percentage: Check limit (Upper limit)

Tolerance limit % (Upper limit) 5.00


Tolerance key DQ

Company Code 1000

Lower Limit: Absolute- Do not check X

Value 2.66

Lower limit : Percentage- Do not Check X


Upper Limit: Absolute- Do not Check X

Value

Upper Limit : Percentage- Do not Check X






Tolerance key DW

Company Code 1000

Upper limit: Absolute Do not check

Check limit X

Value 50.00


Tolerance key KW

Comapany Code 1000

Lower limit: Check limit X

Value 10.23

Lower limit : Percentage- Do not check X


Upper limit: Absolute-Check limit X

Value 10.23

Upper limit: Percentage-Do not Check Limit

X



Tolerance key PP

Company Code 1000

Lower limit: Absolute Do not check X

Value 2.66

Lower limit : Percentage- Check limit X


Upper Limit: Absolute-Do not Check X

Value 2.66

Upper Limit: Percentage-Check limit X





Tolerance key PS

Company Code 1000

Lower limit : Absolute Do not check X

Value

Lower limit : Percentage- Do not check X

Tolerance limit %

Upper limit: Absolute- Do not check X

Value

Upper limit: Percentage-Check limit X



Tolerance key ST

Company Code 1000

Upper limit: Absolute- check limit X

Value 500.00


Tolerance key VP

Company Code 1000

Lower limit : Percentage- Do not Check X

Tolerance limit %

Upper limit: Percentage-Do not Check X

Tolerance limit %


4.6.3 Editing PO Supplement Text in Invoice Verification



IMG menu Materials Management Logistics Invoice Verification Incoming Invoice Edit PO Supplement Text in Invoice Verification

2. On the PO Text Types screen, choose Order text general.

3. On the Change View “PO Supplement”: Overview screen, choose New Entries.




Company Code PO Text

1000 X


4.6.4 PO Supplement Text: Parameters, Invoice Verification



IMG menu Materials Management Logistics Invoice Verification Incoming Invoice Edit PO Supplement Text in Invoice Verification

2. On the PO Text Types screen, choose Notifiable order text types.

3. On the Change View “Assignment Company Code -> PO Text Types”: Overview screen, choose New Entries and make the following entries:

Company Code ID

1000 F03

1000 F05

1000 F06

1000 F07

1000 F11

4. Save your entries.

4.6.5 Configuring Vendor-Specific Tolerances



IMG menu Materials Management Logistics Invoice Verification Incoming Invoice Configure Vendor - specific Tolerances

2. On the Change View “Vendor Specific Tolerances”: Overview screen, choose New Entries.

3. On the New Entries: Details of Added Entries screen, make the following entries for company code 1000:


Company Code 1000

Tolerance Group 0001

Absolute lower limit: Check limit X

NegAccLowerLimt -200.00




Percentage lower limit:

Check limit

X

PercLowerAccLim 4.00%

Negative small difference: Check limit X

Small diff. -10.00

Positive small difference: Check limit X

Small diff. 5.00

Absolute upper limit: Check limit X

PosAccUpperLimt 50.00

Percentage upper limit: check limit X

PercUpperAccLim 2.00%

Automatic invoice reduction. Absolute Upper limit: Check limit

X

Inv.Red.Tol.Amn 40.00

Percentage upper limit: Check limit X

Per.Inv.Red.To 5.00%


4.6.6 Activating Direct Posting to G/L Accounts and Material Accounts



IMG menu Materials Management Logistics Invoice Verification Incoming Invoice Activate Direct Posting to G/L Accounts and Material Accounts

2. On the Change View “Customizing: Direct Posting in Log. Invoice Verification” screen, make the following entries:


Dir posting to GL acct = active X

Dir posting to matl = active X





4.6.7 Setting Check for Duplicate Invoices



IMG menu Materials Management Logistics Invoice Verification Incoming Invoice Set Check for Duplicate Invoices

2. On the Change View “Duplicate Invoice Check”: Overview screen, choose New Entries and maintain the following values:

Company Code Check Co. Code

Check reference Check Inv. Date

1000 X X X

3. Choose Save.

4.6.8 MaintainingNumber Assignments for Accounting Documents



IMG menu Materials Management Logistic Invoice Verification Incoming Invoice Number Assignment Maintain Number Assignment for Accounting Documents

2. On the Doc.Types/Number Range: Invoice receipt screen, choose Document Types in Invoice Verification.

3. On the Change View “Document Types Invoice Verification/Valuation”: Overview screen, select the line with the transaction code shown below and choose Details.

Transaction

MIRO

4. On the Change View “Document Types Invoice Verification/Valuation”: Details screen, enter the following data:

Transaction Document Type

Doc. type reval.

Doc. type add. doc.

DocType invoice reduction

MIRO RE RK

5. Choose Back.

6. On the Change view “Document Types Invoice Verification/Valuation”: Overview screen, select the line with the transaction code shown below and choose Details.

Transaction

MRKO





Doc. type reval.

Doc. type add. doc.


MRKO Y1

8. Choose Back.

9. On the Change view “Document Types Invoice Verification/Valuation”: Overview screen, select the line with the transaction code shown below and choose Details.

Transaction

MR8M



Doc. type reval.

Doc. type add. doc.


MR8M RK

11. Go Back.

12. Choose Save.

5 Configuration of Sales and Distribution

5.1 Basic Functions

5.1.1 Setting up Partner Determination. - Account Groups - Function Assignment


SAP ECC menu Sales and Distribution Basic Functions Partner Determination Set Up Partner Determination


2. In the Choose Activity dialog box, double-click Set Up Partner Determination for Customer Master.

3. On the Change View “Partner Determinations Procedure": Overview screen, double-click Account Groups - Function Assignment.

4. On the Change View “Account Groups - Function Assignment”: Overview screen, choose New Entries.



Partner Function SH

Account Group YBVC



6. Choose Save.

6 Configuration of Logistics Execution

6.1 Shipping

6.1.1 Setting up Partner Determination for Deliveries

UseIn this activity, you set up partner determination for deliveries.



IMG menu Logistics Execution Shipping Basic Shipping Functions Partners Set Up Partner Determination for Deliveries

2. On the Change View “Partner Determination Procedures”: Overview screen, double-click Partner Determination Procedure Assignment.



DlvTy Description ParPr

RL Returns (Pur.Ord.) LF

5. Choose Save.

7 Master Data

7.1 Purchasing Output Conditions

7.1.1 Output Condition Records: Purchasing RFQThe purpose of this activity is to create an output condition record for a purchasing RFQ.


SAP ECC menu Logistics Materials Management Purchasing Master Data Messages Request for Quotation Create

Transaction code MN01



2. On the Create Output-Condition records: Purchasing RFQ screen, enter output type NEU and choose Enter.

3. In the Key Combination dialog box, choose Purchasing Output Determination: Document Type and choose Enter.

4. On the Create Condition records (RFQ): Fast Entry screen, enter the following values and choose Enter:

Doc. Type Function Partner Medium Date/Time

AN VN 1 4

AB VN 1 4

5. Mark all lines.

6. Choose Communication.

7. On the Create Condition records (RFQ): Communication screen, make the following entries:


Output Device LP01 Insert your own printer

Number of messages 1

Print immediately Select flag if the printout should be printed immediately and not put into spool only

8. Go to next entry with button Next output (shift F7). Enter entries from step before.


10. Repeat steps 2-9 with output types ABSA and MAHN.

ResultThe condition records are created. For output type NEU the system automatically generates an output message.

7.1.2 Output Condition Records: Purchase OrderThe purpose of this activity is to create an output condition record for a purchase order.


SAP ECC menu Logistics Materials Management Purchasing Master Data Messages Purchase Order Create


2. On the Create Output-Condition Records: Purchase Order screen, enter output type NEU and choose Enter.


4. On the Create Condition records (Purchase Order): Fast Entry screen, enter the following values and choose Enter:




Doc. Type NB

Funct Partner function VN

Medium Message transmission medium

1

Date/Time Dispatch time 4

Next Item Line

Doc. Type FO



1


Next Item Line

Doc. Type DB



1





Output Device

Number of messages 1



7.1.3 Output Condition Records: Purchasing Outline Agreement

The purpose of this activity is to create an output condition record for an outline agreement.




SAP ECC menu Logistics Materials Management Purchasing Master Data Messages Outline Agreement Create


2. On the Create Output-Condition records: Purch.Outline Agr. screen, enter output type NEU and choose Enter.


4. On the Create Condition Records (Outline Agreement): Fast Entry screen, enter the following values and choose Enter:


MK VN 1 4

WK VN 1 4

LP VN 1 4

LPA VN 1 4

LU DP 1 4


6. On the Create Condition records (RFQ): Communication screen, for each document type make the following entries:



Number of messages

1

Print immediately

Select flag if the printout should be printed immediately and not put into spool only





7.1.4 Output Condition Records: Schedule AgreementThe purpose of this activity is to create an output condition record for a schedule agreement.


SAP ECC menu Logistics Materials Management Purchasing Master Data Messages Scheduling Agreement Delivery Schedule Create


2. On the Create Output-Condition Records: Purch.SchAgrRelease. screen, enter output type LPET and choose Enter.


4. On the Create Condition Records (…): Fast Entry screen, enter the following values and choose Enter:


LP VN 1 4

LPA VN 1 4

LU VN 1 4

5. Select all lines.


7. On the Create Condition Records (…): Communication screen, make the following entries for each output:



Number of messages

1

Print immediately

Select flag if the printout should be printed immediately and not put into spool only

8. Go to the next entry with button Next Output (shift F7). Enter entries from step before.


10. Repeat steps 1-9 with the following entries:

Output Type

LPH2

LPJ2

LPMA

Result

The condition records are created. For output type LPET, LPH2, LPJ2, LPMA, the system automatically generates an output message.



7.1.5 Output Condition Records: Service Entry SheetThe purpose of this activity is to create an output condition record for a service entry sheet.


SAP ECC menu Logistics Materials Management Service Entry Sheet Environment Messages Create


2. On the Create Output-Condition Records: Purch.Outline Agr. screen, enter output type NEU and choose Enter.


4. On the Create Condition Records (Entry of Srvc Prfrmd): Fast Entry screen, enter the following values and choose Enter:


NB VN 1 4

FO VN 1 4

5. Mark all lines.


7. On the Create Condition Records (Entry of Srvc Prfrmd): Communication screen, make the following entries:



Number of messages

1

Print immediately Select flag if the printout should be printed immediately and not put into spool only

8. Go to the next entry with button Next Output (shift F7). Enter entries from step before.



7.1.6 Output Condition Records: Inventory ManagementThe purpose of this activity is to create an output condition record for Inventory Management.





IMG menu Materials Management Inventory Management and Physical Inventory Output Determination Maintain Conditions

2. In the Choose Activity dialog box, double click Create Condition: Inventory Mgmt.

3. On the Create Output-Condition records: Inventory Management. screen, enter output type WA01 and choose Enter.

4. On the Create Condition Records (GI Note Vers.1): Fast Entry screen, enter the following values and choose Enter:


Trans./Event Type

WA

Print Version 1

Print Item 1 Printing of document item


1

Date/Time Dispatch time

4

Next Item Line

Doc. Type WA

Print Version 1

Print Item 6 Printing of document item


1

Date/Time Dispatch time

4




Output Device LP01

Number of messages

1

Print immediately

X select

Release after output

X select


8. Go back to the Create Output-Condition Records: Inventory Management screen, enter output type WA02 and choose Enter.





Trans./Event Type

WA

Print Version 2

Print Item Printing of document item

1


1


Next Item Line

Doc. Type WA

Print Version 2


6


1



11. On the Create Condition Records (RFQ): Communication screen, make the following entries:


Output Device LP01

Number of messages

1

Print immediately

X select


X select


13. Go back to the Create Output-Condition records: Inventory Management screen, enter output type WA03 and choose Enter.



Trans./Event Type

WA

Print Version 3


1

Medium Message transmission

1



medium


Next Item Line

Doc. Type WA

Print Version 3


6


1





Output Device LP01

Number of messages

1

Print immediately

X select


X select


18. Go back to the Create Output-Condition Records: Inventory Management screen, enter output type WE01 and choose Enter.

19. On the Create Condition Records (GR Note Vers.1): Fast Entry screen, enter the following values and choose Enter:


Trans./Event Type

WE

Print Version 1


1


1


Next Item Line

Doc. Type WE

Print Version 1

Print Item Printing of document

2



item


1





Output Device LP01

Number of messages

1

Print immediately

X select


X select





Trans./Event Type

WE

Print Version 2


1


1


Next Item Line

Doc. Type WE

Print Version 2


2


1







Output Device LP01

Number of messages

1

Print immediately

X select


X select





Trans./Event Type

WE

Print Version 3


1


1


Next Item Line

Doc. Type WE

Print Version 3


2


1





Output Device LP01

Number of messages

1

Print X select



immediately


X select


33. Go back to the Create Output-Condition Records: Inventory Management screen, enter output type WF01 and choose Enter.

34. On the Create Condition Records (GR Prod. Ord. Vers.1): Fast Entry screen, enter the following values and choose Enter:


Trans./Event Type

WF

Print Version 1


1


1


Next Item Line

Doc. Type WF

Print Version 1


2


1





Output Device LP01

Number of messages

1

Print immediately

X select


X select




38. Go back to the Create Output-Condition Records: Inventory Management screen, enter output type WF02 and choose Enter.

39. On the Create Condition Records (GR Prod. Ord. Vers.2): Fast Entry screen, enter the following values and choose Enter:


Trans./Event Type

WF

Print Version 2


1


1


Next Item Line

Doc. Type WF

Print Version 2


2


1





Output Device LP01

Number of messages

1

Print immediately

X select


X select


43. Go back to the Create Output-Condition Records: Inventory Management screen, enter output type WLB1 and choose Enter.

44. On the Create Condition Records (GI Note RP. Vers.1): Fast Entry screen, enter the following values and choose Enter:


Trans./Event Type

WA



Print Version 1


3

D/C indic Debit/Credit Indicator

H


1





Output Device LP01

Number of messages

1

Print immediately

X select


X select





Trans./Event Type

WA

Print Version 2


3


H


1





Output Device LP01

Number of messages

1



Print immediately

X select


X select





Trans./Event Type

WA

Print Version 3


3


H


1





Output Device LP01

Number of messages

1

Print immediately

X select


X select


ResultThe condition records are created. For the following output types, the output messages are generated automatically: WA01, WA02, WA03, WE01, WE02, WE03, WF01, WF02, WLB1, WLB2, WLB3.

7.1.7 Output Condition Record: Invoice VerificationThe purpose of this activity is to create an output condition record for invoice verification.




Transaction code MRM1

IMG menu Materials Management Logistics Invoice Verification Message Determination Maintain Conditions

2. In the Choose Activity dialog box, double click Create Condition: Invoice Verification.

3. On the Create Output-Condition records: Invoice Verification screen, enter output type EINK and choose Enter.

4. Choose Key combination and select CoCode, Blocking Reason: Price in the Key Combination dialog box. Choose Enter.

5. On the Create Condition records (Mail to Purchasing): Fast Entry screen, enter the following values and choose Enter:


Company Code 1000

BlockR Pr. Blocking reason: price

select

Funct Partner function

ME


7

Date/time Dispatch time

4

Language EN


7. Go back to the Create Output-Condition Records: Invoice Verification screen, enter output type MLPP.

8. Choose Key Combination and choose CoCde, choose Enter.

9. On the Create Condition Records (Mail Price Deviation): Fast Entry screen, enter the following values and choose Enter:


Company Code 1000


ME


7


4

Language EN




11. Go back to the Create Output-Condition records: Invoice Verification screen, enter output type REKL.

12. Choose Key combination and select CoCde, choose Enter.

13. On the Create Condition records (Complaint): Fast Entry screen, enter the following values and choose Enter:


Company Code 1000


PI


1


3

Language EN


15. On the Create Condition Records (Complaint): Communication screen, make the following entries:


Output Device LP01


17. Go back to the Create Output-Condition Records: Invoice Verification screen, enter output type KONS.


19. On the Create Condition Records (Consignment): Fast Entry screen, enter the following values and choose Enter:


Company Code 1000


VN


1


4

Language EN


21. On the Create Condition Records (Consignment): Communication screen, make the following entries:


Output Device LP01




23. Go back to the Create Output-Condition Records: Invoice Verification screen, enter output type RAP.


25. On the Create Condition Records (New Value Method): Fast Entry screen, enter the following values and choose Enter:


Company Code 1000


VN


1


4

Language EN


27. On the Create Condition Records (New Value Method): Communication screen, make the following entries:


Output Device LP01


29. Go back to the Create Output-Condition records: Invoice Verification screen, enter output type RAP6.


31. On the Create Condition Records (New Value Method): Fast Entry screen, enter the following values and choose Enter:


Company Code 1000


VN


1


4

Language EN


33. On the Create Condition Records (New Valuation EDI): Communication screen, make the following entries:


Output Device LP01




35. Go back to the Create Output-Condition Records: Invoice Verification screen, enter output type ERS.

36. Choose Key Combination and select CoCde, Choose Enter.

37. On the Create Condition Records (ERS Procedure): Fast Entry screen, enter the following values and choose Enter:


Company Code 1000


VN


1


4

Language EN


39. On the Create Condition Records (ERS Procedure): Communication screen, make the following entries:


Output Device LP01

Print immediately

Deselect


ResultThe condition records are created. For the following output types, the output messages are generated automatically: EINK, MLPP, REKL, KONS, RAP, RAP6, ERS.

7.2 Foreign Trade

7.2.1 Creating Tax Conditions Records

UseThe purpose of this activity is to create condition records for automatically determination of the tax code in a purchase document.

Prerequisites The access sequence 0003 for the condition NAVS has been maintained.


SAP ECC menu Logistics Materials Management Purchasing Master Data Taxes Create

Transaction code MEK1

2. Enter the condition type NAVS Non-Deductible Tax and choose Enter.



3. Choose the key combination Taxes: Material, Plant and Origin and choose Enter.

4. Create an entry for each possible combination of Tax indicator for material, Tax Indicator: Plant and Tax indicator: Import and assign in column Tax the tax code, which should be determined for the appropriated combination.

5. Entries for Chinese (Country key CN):

Tax ind. TaxIndPlnt Import Tax Code

0 0 0 J0

0 0 1 J0

0 0 2 J0

0 1 0 J0

0 1 1 J0

0 1 2 J0

1 0 0 J0

1 0 1 J0

1 0 2 J0

1 1 0 J0

1 1 1 J1

1 1 2 J1

6. Choose Save.

ResultThe tax condition record has been created.

8 Individual BC Sets/ Manual Steps

8.1 Defining Parallel Processing in MRP

UseThe purpose of this activity is to define parallel process in MRP.



IMG menu Materials Management Consumption-Based Planning Define Parallel Processing in MRP

2. On the Change View ”Destinations for Parallel Processing“: Overview screen, choose New Entries.

3. On the New entries: Overview of Added Entries screen, make the following entries:


Destinat. for parallel processing for example, <PWDF0505_SD7_22>



No. of sessions 1

The value of Destinat. for parallel process must include a different value in a different server, if this value is determined by other Customizing steps. In this project, choose PWDF0505_SD7_22. You can use the input help to select the corresponding value.

4. Choose Save.

5. Choose Back.

ResultYou have made the required settings for parallel processing for MRP.
