104_ERP607_BB_ConfigGuide_EN_MX.doc

BB Configuration Guide

EHP7 for SAP ERP 6.0

April 2014

EnglishEnglish

Materials Management (104)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

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Icons

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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, buttons 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.

EXAMPLE TEXT

Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text

Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT

Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text

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

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Content

7Materials Management

71Purpose

72Prerequisites

73Configuration of Logistics General

73.1Logistics General: Material Master

73.1.1Setting up Posting Period for Company Code

93.1.2Defining Attributes for Material Types

123.1.3Defining Material Groups

123.1.4Defining Units of Measure Groups

133.1.5Defining Product Hierarchies

143.2Engineering Change Management

143.2.1Setting Control Data - Engineering Change Management Control Data

143.3Checking Consistency

143.3.1Checking Consistency of Unit of Measurement Tables

154Configuration of Materials Management

154.1Consumption-Based Planning

154.1.1Overall Maintenance of Plant Parameters - General Settings

234.1.2Overall Maintenance of Plant Parameters - MRP Controllers

244.1.3Overall Maintenance of Plant Parameters - Special Procurement

264.1.4Overall Maintenance of Plant Parameters - Start in Past

274.1.5Defining Storage Location MRP per Plant

284.1.6Defining Floats (Scheduling Margin Key)

284.1.7Activating Materials Requirements Planning

294.1.8Defining Scope of Planning for Total Planning

304.2Purchasing

304.2.1Activating batch-specific Unit of Measures

304.2.2Creating Release Procedure Characteristics

344.2.3Creating Release Procedure Class

354.2.4Defining Release Procedure for Purchase Orders

374.2.5Defining Release Procedure for Purchase Orders - Set Criterias

384.2.6Defining Calculation Schema

404.2.7Define Rounding Profile

414.2.8Unit of Measure Rounding Rules

424.2.9Maintaining Account Assignment Categories

604.2.10Defining Scope of List

614.2.11Defining Permissible Partner Roles per Account Group

624.2.12Defining Condition Type

624.2.13Taxes in Procurement

654.2.14Checking Incoterms

664.2.15Returns to Vendor

664.2.16Vendor Evaluation

754.3External Services Management

754.3.1Maintain assignment of message schema for Service Entry Sheet

764.4Inventory Management and Physical Inventory

764.4.1Group together Valuation Areas

764.4.2Defining Screen Layout

794.4.3Printer Determination by Plant/Storage Location

804.4.4Printer Determination by Plant/Storage Location/User Group

814.4.5Copying and Changing Movement Types

844.5Valuation and Account Assignment

844.5.1Define Price Control for Material Types

844.5.2Defining Valuation Classes

854.6Logistics Invoice Verification

864.6.1Setting Tolerance Limit

894.6.2Editing PO Supplement Text in Invoice Verification

904.6.3PO Supplement Text: Parameters, Invoice Verification

904.6.4Configuring Vendor-Specific Tolerances

914.6.5Activating Direct Posting to G/L Accounts and Material Accounts

924.6.6Setting Check for Duplicate Invoices

924.6.7Maintaining Number Assignments for Accounting Documents

935Configuration of Sales and Distribution

935.1Basic Functions

935.1.1Setting Up Partner Determination. - Account Groups - Function Assignment

946Configuration of Logistics Execution

946.1Shipping

946.1.1Setting Up Partner Determination for Deliveries

957Master Data

957.1Purchasing Output Conditions

957.1.1Output Condition Records: Purchasing RFQ

967.1.2Output Condition Records: Purchase Order

977.1.3Output Condition Records: Purchasing Outline Agreement

987.1.4Output Condition Records: Schedule Agreement

997.1.5Output Condition Records: Service Entry Sheet

1007.1.6Output Condition Records: Inventory Management

1097.1.7Output Condition Record: Invoice Verification

1157.2Tax Condition Records

1157.2.1Creating Tax Conditions Records

1168Individual BC Sets/ Manual Steps

1168.1Defining Parallel Processing in MRP

Materials Management1 Purpose

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

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the SAP Best Practices Quick Guide, located on the SAP Note.

2 Prerequisites

Before you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisite Matrix located on the HTML DVD on the Technical Content Library page.

3 Configuration of Logistics General3.1 Logistics General: Material Master3.1.1 Setting up Posting Period for Company CodeUse

The 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.

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 ManagementProcedure

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

IMG Menu

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

Transaction Code

OMSY

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

Field Name

User action and values

Comment

Company Code

1000

Select line

Year

Previous year

Pe - Period

12

Last period of previous year

ABp - Allow Posting to Previous Period (Backposting)

select

3. Save your entries.

3.1.1.2 Running Close PeriodProcedure


SAP Menu

Logistics Materials Management Material Master Other Close Period

Transaction Code

MMPV

2. On the Close Period for Material Master Records screen, make the following entries:

From company code

To company code

Period

Fiscal year

Check and Close Period

1000

1000

, for example, 12

, for example, 2008

Select

3. Choose Execute (F8).

4. Repeat steps 2 and 3 until you arrive at the current period.

Example for August 2007:

From company code

To company code

Period

Fiscal year

Check and Close Period

1000

1000

12

2006

Select

1000

1000

01

2007

Select

1000

1000

02

2007

Select

1000

1000

03

2007

Select

1000

1000

04

2007

Select

1000

1000

05

2007

Select

1000

1000

06

2007

Select

1000

1000

07

2007

Select

1000

1000

08

2007

Select

Result

The current posting period for materials management is set and all recordable posting periods in the materials master are set (last period of previous year, previous period current year, current period).

3.1.2 Defining Attributes for Material TypesProcedure


IMG Menu

Logistics General Material Master Basic Settings Material Types Define Attributes of Material Types

Transaction Code

SM34 (Customizing Object MTART)

2. On the Change View Material Types: Overview screen, select material type ABF (see table in step 4) and in the Dialog Structure pane, double-click Quantity/Value updating.

3. 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

4. Choose Back (F3).

5. Repeat steps 2 to 4 for the following material types:

Val. Area

Material Type

Quantity updating

Value Updating

Pipeline mandatory

Pipeline allowed

Plant_1(1000)

ABF(done)

Plant_2(1100)

ABF(done)

Plant_1 (1000)

CONT

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

Plant_2 (1100)

LGUT

X

X

Plant_1 (1000)

MODE

X

X

Plant_2 (1100)

MODE

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


3.1.3 Defining Material GroupsProcedure


IMG Menu

Logistics General Material Master Settings for Key Fields Define Material Groups

Transaction Code

OMSF

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

3. Make the following sets of entries:

Matl Group

Mat. Group Desc

Description 2

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 GroupsProcedure


IMG Menu

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

Transaction Code

SM30 (Customizing Object V_006M)

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 Unit

Measurement Unit Text

Numerator

Denominat.

Entry 1

10

DZ

Dozen

12

1

Entry 2

10

GRO

Gross

144

1


3.1.5 Defining Product Hierarchies 3.1.5.1 Define Product Hierarchies - Materials: Product Hierarchies3.1.5.2 Def. Product Hierarchies - Mat.s: Product hierarchies: TextsProcedure


IMG Menu

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

Transaction Code

OVSV

2. On the Customizing Product Hierarchy screen, select the Maintain: Product hierarchy radio button 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 Management3.2.1 Setting Control Data - Engineering Change Management Control DataProcedure


IMG Menu

Logistics General Engineering Change Management Set Control Data

Transaction Code

OS54

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

Field name

Description


Comment

Parameter Effectivity

Rev.Level Act.

X

Indicator: Number Range Check Also for A

X

Warn. Time in Days

0

Error Time in Days

0

Release key lock

D

Release key lock

A

Release key lock

B


3.3 Checking Consistency3.3.1 Checking Consistency of Unit of Measurement Tables

After you have installed this building block -, check the units of measurement. We highly recommend that you run the report RBZMECHK to avoid any inconsistencies.


SAP Menu

Tools ABAP Workbench Development User Interface ABAP Editor

Transaction Code

SE38

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

Result

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. Therefore, this procedure is only recommended if you have to restore the consistency of the database tables quickly. Of course, the generated numeric indicators can be adjusted subsequently with transaction CUNI.

4 Configuration of Materials Management4.1 Consumption-Based Planning

Access 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 Settings4.1.1.1 Overall Maintenance of Plant Parameters - Number RangesUse

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

Procedure


IMG Menu

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

Transaction Code

OMI8

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 the Create button.

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

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

Plnt

NRge pl. orders

Simulative planned order

1000

01

01

1100

01

01

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

Plnt

NR: StkTrns Res.

1000

01

1100

01

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

Plnt

NR Preq.

1000

01

1100

01

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

Plnt

No. Range - MRP

1000

01

1100

01

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

Plnt

NR. SimDepRs

1000

01

1100

01


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.

Procedure


IMG Menu


Transaction Code

OMI8

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 the Maintain button.

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


8. Choose Back.

4.1.1.3 Overall Maintenance of Plant Parameters - Dep.reqmt AvailabilityUse

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

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


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


8. Choose Back.

4.1.1.4 Overall Maintenance of Plant Par. - External ProcurementUse

The purpose of this step is to define external procurement.

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


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

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

Plnt

Purch. Process. Time

Sub. Purch. Group

Description

Scheduling: Info Rec /Agreemt.

Schedule lines

Unknown Acct Assignment

1000

X

U

1100

X

U


8. Choose Back.

4.1.1.5 Overall Maintenance of Plant Parameters - ReschedulingUse

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

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


5. On the Maintain Plant Parameters screen, choose the Rescheduling button.

6. On the Change View Plant Rescheduling: Details screen, make the following entries:

Plant

1000

1100

Rescheduling horizon

100

100

Firm planned orders

X

X

Production order

X

X

Firm.pur.requisition

X

X

Order itm/sched.line

X

X

QM inspection lot

X

X

Shipping notificat.

X

X

Tolerance value forward

02

02

Tolerance value for displacement

02

02


8. Choose Back.

4.1.1.6 Overall Maintenance of Plant Parameters - Planning HorizonUse

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

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


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

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

Plnt

Planning Horizon

000

100

1100

100


8. Choose Back.

4.1.1.7 Overall Maintenance of Plant Parameters - Available StocksUse

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

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


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

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

Plnt

Stock in transfer

Blocked Stk

Restricted-use stock

1000

X

1100

X


8. Choose Back.

4.1.1.8 Overall Maintenance of Plant Parameters - Error HandlingUse

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

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


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

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


8. Choose Back.

4.1.1.9 Overall Maintenance of Plant Parameters - Line Item NumbersUse

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

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


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

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

Plnt

Item PR

No. Stock Trans. Res.

1000

10

100

1100

10

100


8. Choose Back.

4.1.2 Overall Maintenance of Plant Parameters - MRP ControllersUse

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

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


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

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

Plnt

Name

MRP Controller

MRP Controller Name

Telephone

1000

Plant 1

100

Group 100

770 840 9421

1000

Plant 1

101

Group 101

770 840 9422

1000

Plant 1

102

Group 102

770 840 9423

1000

Plant 1

103

Group 103

770 840 9424

1100

Plant 2

110

Group 110

650 849 4256

1100

Plant 2

111

Group 111

650 849 4257

1100

Plant 2

112

Group 112

650 849 4258

1100

Plant 2

113

Group 113

650 849 4259


8. Choose Back.

4.1.3 Overall Maintenance of Plant Parameters - Special ProcurementUse

In 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.

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


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

6. Choose New Entries.

7. Make the following entries:

Plnt

Sp. PPR. Type

Long Text

Procurement type

Sp. proc.

Plnt

Phantomitem

Directproduction

Withdr.altern.plant

Issuing plant

1000

10

Consignment

F

2

1000

20

External procurement

F

0

1000

30

Subcontracting

F

3

1000

40

Stock transfer (proc.from alter.plant)

F

7

1100

1000

45

Stock transfer from plant to MRP area

F

7

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

2

1100

20

External procurement

F

0

1100

30

Subcontracting

F

3

1100

40

Stock transfer (proc.from alter.plant)

F

7

1000

1100

45

Stock transfer from plant to MRP area

F

7

1000

1100

50

Phantom assembly

E

E

1100

52

Direct production / collective order

E

E

X

1100

60

Phantom in planning

E

E

1100

70

Withdrawal from alternative plant

E

E

X

1000

1100

80

Production in alternative plant

E

P

1000


9. Choose Back.

4.1.4 Overall Maintenance of Plant Parameters - Start in PastUse

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 creates MRP elements that 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.

Procedure


IMG Menu


Transaction Code

OMI8




Plant

1000

1100


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

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


8. Choose Back.

4.1.5 Defining Storage Location MRP per PlantProcedure

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

IMG Menu

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

Transaction Code

SM30 (Customizing Object V_T00L_D

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 screen, make the following entries:

Plnt

SLoc

MRP Ind.

1000

1010

1000

1020

1100

1030

1000

1040

1000

1050

1000

1060

1

1100

1110

1100

1120

1100

1130

1100

1140

1100

1150

1100

1160

1


4.1.6 Defining Floats (Scheduling Margin Key)Use

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

Procedure


IMG Menu

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

Transaction Code

SM30 (Customizing Object V436A)

2. On the Change View Floats for scheduling: Overview screen, choose New Entries.


Plnt

Marg.

Name 1

Op. Per.

Fl Bef

Fl After

Rel.Per.

1000

000

000

000

000

000

1000

001

010

002

001

005

1100

000

000

000

000

000

1100

001

010

002

001

005


4.1.7 Activating Materials Requirements PlanningUse

The purpose of this activity is to activate MRP.

Procedure


IMG Menu

Materials Management Consumption-Based Planning Planning Activate Materials Requirements Planning

Transaction Code

OMDU

2. On the Activation screen, choose Material requirements planning.


Plant

Activate requirements planning

Comment

0001

This plant is never included!

1000

X

1100

X


5. Choose Back.

4.1.8 Defining Scope of Planning for Total Planning4.1.8.1 Def. Scope of Plan. f. Total Plan. - Description: scope of p4.1.8.2 Def. Scope of Plan. f. Total Plan. - Sequence of plants/MRPUse

The 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.

Procedure


IMG Menu

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

Transaction Code

OM0E

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


Planning Scope

Description: of scope plan

YB01

All Plants

4. Select the created entry and in the Dialog Structure, double-click Sequence of plants/MRP areas.

5. Choose the New Entries button.


Cntr.

Plant

Comment

200

1100

Distribution center first

210

1000

Production plant second


8. Choose Back.

4.2 PurchasingPreparation

Access 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 MeasuresUse

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

Procedure


IMG Menu

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

Transaction Code

OMWS

2. On the Activate Batch-Specific Material Unit of Measure screen, select the Batch-specific Units of Measure Active radio button.

3. Save your entry.

Result

The batch-specific unit of measure was activated.

4.2.2 Creating Release Procedure CharacteristicsProcedure


SAP Menu

Cross Application Components Classification System Master Data Characteristics

Transaction Code

CT04

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

Field Name


Characteristic

R2R_PURCH_GRP

3. Choose Create.

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

5. Choose the Basic data tab.


Field Name


Description

Purchasing Group

Status

1

Data Type

CHAR

Number of Characters

3

Multiple Values

Select

7. Choose the Descriptions tab.


Field Name


Language

ES

Description

Grupo de Compras

Language

EN

Description

Purchasing Group

9. Choose the Values tab.


Field Name


Char. Value

100

Description

Xxx

Char. Value

101

Description

Xxxx

Char. Value

102

Description

Xxxxxx

Char. Value

103

Description

Xxxxxxx

Char. Value

200

Description

Xxxxx

Char. Value

201

Description

Xxx

Char. Value

202

Description

Xxx

Char. Value

203

Description

xxxxx

11. Choose the Addnl data tab.


Field Name


Table Name

CEKKO

Field Name

EKGRP

Not Ready for Input

select


14. Choose back.


Field Name


Characteristic

R2R_PURCH_ORD_TYPE

16. Choose Create.

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



Field Name


Description

Order Type (Purchasing)

Status

1

Data Type

CHAR


4

Multiple Values

Select



Field Name


Language

ES

Description

Clase de Documento Compras

Language

EN

Description

Order Type (Purchasing)



Field Name


Char. Value

FO

Description

Pedido marco

Char. Value

NB

Description

Pedido estndar

Char. Value

UB

Description

Pedido de traslado



Field Name


Table Name

CEKKO

Field Name

BSART

Not Ready for Input

Select


27. Choose back.


Field Name


Characteristic

R2R_PURCH_ORD_VALUE

29. Choose Create.

30. On the Create Characteristics screen,choose the Basic data tab.


Field Name


Description

Total net order value

Status

1

Data Type

CURR


15

Decimal Places

2

Currency

MXN

Template

_____________,__

Multiple Values

Select



Field Name


Language

ES

Description

Valor Neto Total Pedido

Language

EN

Description




Field Name


Char. Value

> 8000 MXN



Field Name


Table Name

CEKKO

Field Name

GNETW

Not Ready for Input

Select


4.2.3 Creating Release Procedure ClassProcedure


IMG Menu

Materials Management Consumption Based Planning Planning Define Storage Location MRP per Plant

Transaction Code

CL02

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

Field Name


Class

R2R_CL_REL_CEKKO

Class type

032

3. Choose Create.

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



Field Name


Description

PO Release at Header Level

Status

Released

7. Choose the Char. tab:

Field Name


Char.

R2R_PURCH_ORD_TYPE

Char.

R2R_PURCH_GRP

Char.

R2R_PURCH_ORD_VALUE


4.2.4 Defining Release Procedure for Purchase Orders 4.2.4.1 Release Group: External Purchasing Document Use

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

Procedure


IMG Menu

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

Transaction Code

SM30 (Customizing Objects V_T16FG_2, VV_T16FC_2, V_T16FB, and VV_T16FS_2)

2. Enter the first Customizing Object (V_T16FG_2) and choose Maintain.

3. On the the Change View Release Groups: External Purchasing Document : Overview screen, choose New Entries.

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

Rel. Grp

Rel Obj

Class

Description

PH

2

R2R_CL_REL_CEKKO

PO Release (Overall)


6. Choose Back.

7. . Enter the next Customizing Object (VV_T16FC_2) and choose Maintain.

8. On the Change View Release Codes: External Purchasing Documents: Overview screen, choose New Entries.


Grp

Code

Description

PH

01

Purchasing Manager


11. Choose Back.

12. Enter the next Customizing Object (V_T16FB) and choose Maintain.

13. On the Change View Release Strategies: External Purchasing Documents: Details screen, choose New Entries.

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

Release ID

Released

Chgable

% Value Ch

Description

1

X

6

0.0

Changeable, but new release


16. Choose Back.

17. Enter the next Customizing Object (VV_T16FS_2) and choose Maintain.

18. On the Change View Release Strategies: External Purchasing Documents: Details screen, choose New Entries.


Grp

Strat

Code

Description

PH

10

01

Overall Release


21. Choose Release Statuses

Grp

Strat

Code

Description

PH

10

01

Indicator Within the Release Strategy

22. Choose continue

23. Choose Release Prerequisites

24. Choose continue


26. Choose Back.

4.2.5 Defining Release Procedure for Purchase Orders - Set CriteriasUse

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

Procedure


IMG Menu

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

Transaction Code

CL20N

2. If you access this transaction via the IMG Menu, in the Choose Activiy dialog box, double-choose Release Strategies.

3. On the Change View Release Strategies: External Purchasing Documents: Details screen, Select Release Prerequisites.

4. Choose Continue.

5. In the Prerequisites dialog box, choose Release Statuses.

6. Choose Continue.

7. Choose Classification.

8. On the Change View Release Strategies: Classification screen, make the following entries:

Field Name


Order type (Purchasing)

NB

FO

UB


> 8000 MXN

Purchasing Group

100

101

102

103

9. Choose Back.

10. Choose Release Simulation.

11. Choose Simulate Release.

12. Choose Back.

13. Save your entries, and then Exit.

Result

The release procedure for purchase orders is defined.

4.2.6 Defining Calculation SchemaProcedure


IMG Menu

Materials Management Purchasing Conditions Define Price Determination Process Define Calculation Schema

Transaction Code

SM34 (Customizing Object VVC_T683_MA)

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

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

4. Enter the values shown below.

Step

Counter

CType

Fro

To

Cond. Det. man.

Stat

Print ID

Cond.

SuTot

Reqt

Cal. Type

Bas Type

Acc 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

RC00

X

X

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

RUE1

20

X

X

FRE

RUE

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 Define Rounding Profile4.2.7.1 Maintaining Rounding Profiles4.2.7.2 Maint. Rounding Prof. - Short text describing the rounding Procedure


IMG Menu

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

Men IMG

Gestin de materiales Compras Optimizacin de pedido Optimizacin de cantidades y unidades de medida logsticas permitidas Actualizar perfil de redondeo

Transaction Code

OWD1

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. On the Maintain Rounding Profile: Initial Screen, in the Plant field, enter Plant_1 (1000) .

4. Choose Create Dynamic (F5).

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

Field Name


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 to 6 for the same rounding profile and for the plant 1100 (Plant_2) as shown below:

Field Name


Rounding Profile

YG00

Description

Rounding to cartons, layers and pallets

Plant

Plant_2 (1100)

Rounding off method

3

Rounding rule

Y1



4.2.8 Unit of Measure Rounding RulesProcedure


IMG Menu

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

Transaction Code

SM30 (Customizing Object V_TW06S)

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


IMG Menu

Materials Management Purchasing Account Assignment Maintain Account Assignment Categories

Transaction Code

SM30 (Customizing Object V_T163K)

2. On the Change View Account Assignment Categories: Overview screen, select 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:

Field Name


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

Display

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

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

5. Save your settings.

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

Acct. assignmt. cat. B

Field Name


Consumption posting

E

Description

MTS prod./sales ord.

Distribution

AA Changeable at IR

Account modification

VKA

Partial Invoice


Goods receipt

GR non-valuated

Invoice receipt

X

Acct. assignmt. cat. C

Field Name


Consumption posting

V

Description

Sales order

Distribution

1

AA Changeable at IR

X


Partial Invoice

2


1

Goods receipt

X

GR non-valuated

Invoice receipt

X

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. D

Field Name


Consumption posting

P

Description

Indiv.cust./project

Distribution

AA Changeable at IR


VKA

Partial Invoice


1

Special Stock

E

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. binding

X

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. E

Field Name


Consumption posting

E

Description

Ind. cust. w. KD-CO

Distribution

AA Changeable at IR


VKA

Partial Invoice


1

Special Stock

E

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. Binding

X

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. F

Field Name


Consumption posting

V

Description

Order

Distribution

1

AA Changeable at IR

X


VBR

Partial Invoice

2


1

Special Stock

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. Firm

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. G

Field Name


Consumption posting

P

Description

MTS prod./project

Distribution

AA Changeable at IR


VKA

Partial Invoice


Special Stock

Goods receipt

GR non-valuated

Invoice receipt

X

GR Ind. Firm

Acct. assignmt. cat. K

Field Name


Consumption posting

V

Description

Cost center

Distribution

1

AA Changeable at IR

X


VBR

Partial Invoice

2


1

Special Stock

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. Firm

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. M

Field Name


Consumption posting

Description

Ind. cust. w/o KD-CO

Distribution

AA Changeable at IR


VKA

Partial Invoice


1

Special Stock

E

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. binding

X

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. N

Field Name


Consumption posting

V

Description

Network

Distribution

1

AA Changeable at IR

X


VBR

Partial Invoice

2


1

Special Stock

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. Firm

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. P

Field Name


Consumption posting

V

Description

Project

Distribution

1

AA Changeable at IR

X


VBR

Partial Invoice

2


1

Special Stock

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. Firm

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. Q

Field Name


Consumption posting

P

Description

Proj. make-to-order

Distribution

AA Changeable at IR


VBR

Partial Invoice


1

Special Stock

Q

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. binding

X

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. T

Field Name


Acct.assignment changeable

X

Consumption posting

V

Description

All new aux.acc.ass.

Distribution

1

AA Changeable at IR

X


VBR

Partial Invoice

2


1

Special Stock

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. Firm

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

Acct. assignmt. cat. U

Field Name



Consumption posting

U

Description

Unknown

Distribution

AA Changeable at IR


Partial Invoice


1

Special Stock

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. Firm

Acct. assignmt. cat. X

Field Name



X

Consumption posting

V

Description

All aux.acct.assgts.

Distribution

1

AA Changeable at IR

X


VAX

Partial Invoice

2


1

Special Stock

Goods receipt

X

GR non-valuated

Invoice receipt

X

GR Ind. Firm

Field Name

Mandatory Entry

Optional Entry

Display

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


X

Functional Area

X

Funds

X

Funds Center

X

Funds reservation

X


X


X

Grant

X


X

Network

X

Profit Center

X


X

Project

X


X


X

Sales Order

X


X


X

Unloading point

X

4.2.10 Defining Scope of ListProcedure


IMG Menu

Materials Management Purchasing Vendor Evaluation Define Scope of List

Transaction Code

SM30 (Customizing Object V_T147M)

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


Field Name


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



4.2.11 Defining Permissible Partner Roles per Account GroupProcedure


IMG Menu

Materials Management Purchasing Partner DeterminationPartner Roles Define Permissible Partner Roles per Account Group

Transaction Code

SM30 (Customizing Object V_TPAKL)

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

DP

YB01

VN

YB01

DP

YBIV

VN

YBIV

DP

YBVE

VN

YBVE

DP

YREI

VN

YREI

VN

YB03

DP

YB03

VN

YB07

DP

YB07


5. Choose Back (F3) twice.

4.2.12 Defining Condition TypeProcedure


IMG Menu

Logistics General Agency Business Basic Settings Define Price Determination Process Define Condition Types

Transaction Code

SM30 (Customizing Object VV_T685A_MA)

2. If you access the transaction via the IMG Menu, in the Choose Activity dialog box, double-click Define Condition Type.

3. On the Change View Conditions: Condition Types: Overview screen, choose New Entries.


Field Name


Condit. Type

NAVS

Description

NonDeductable 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

4.2.13 Taxes in Procurement4.2.13.1 Setting Tax Indicator for MaterialUse

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

Procedure


IMG Menu

Materials Management Purchasing Taxes Set Tax Indicator for Material

Transaction Code

SM30 (Customizing Object V_TMKM1)

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


Dst. Country

Material

Description

MX

0

Excento

MX

1

Material 0%

MX

2

Material 10%

MX

3

Material 15%



Result

The tax indicators are created.

4.2.13.2 Setting Tax Indicator for PlantUse


Procedure


IMG Menu

Materials Management Purchasing Taxes Set Tax Indicator for Plant

Transaction Code

SM30 (Customizing Object V_TMKW1)

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

MX

0

Exempt

MX

1

Taxable



Result


4.2.13.3 Setting Tax Indicator for Account AssignmentUse


Procedure


IMG Menu

Materials Management Purchasing Taxes Set Tax Indicator for Account Assignment

Transaction Code

SM30 (Customizing Object V_TMKK1)

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


Dst. Country

Plant Tax ID

Description

MX

0

Exempt

MX

1

Taxable



Result


4.2.13.4 Assigning Tax Indicators for PlantUse


Procedure


IMG Menu

Materials Management Purchasing Taxes Assign Tax Indicators for Plants

Transaction Code

SM30 (Customizing Object V_001W_S)

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

Plant

Plant Tax ID

Description

1000 (Plant_1)

1

taxable

1100 (Plant_2)

1

taxable



Result


4.2.13.5 Assigning Tax Indicators for Account Assignments Procedure


IMG Menu

Materials Management Purchasing Taxes Assign Tax Indicators for Account Assignments

Transaction Code

SM30 (Customizing Object V_T163KS)

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


AC

Dst.Cntry

Tax Ind. AccAss.

MX

0

M

MX

0



4.2.14 Checking Incoterms Procedure


IMG Menu

Materials Management Purchasing Vendor Master Check Incoterms

Transaction Code

SM30 (Customizing Object V_TINC)

2. On the Change View Customers: Incoterms: Overview screen, choose New Entries.


IncoTerms

Description

Location Mandatory

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


5. Choose Back.

4.2.15 Returns to Vendor Procedure


IMG Menu

Materials Management Purchasing Purchase Order Returns Order Returns to Vendor

Transaction Code

SM30 (Customizing Object V_T161V_W)

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


Purch.Doc.Category

Purchasing Doc. Type

Supplying Plant

Del. F Type Returns

F

NB

Plant_1 (1000)

RL

F

NB

Plant_2 (1100)

RL

F

UB

Plant_1 (1000)

F

UB

Plant_2 (1100)


5. Choose Back.

4.2.16 Vendor Evaluation4.2.16.1 Defining Criteria Procedure


IMG Menu

Materials Management Purchasing Vendor Evaluation Define Criteria

Transaction Code

SM34 (Customizing Object VC_T147G)

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

DELIV


5. Choose Back.

4.2.16.2 Defining Subcriteria Procedure


IMG Menu

Materials Management Purchasing Vendor Evaluation Define Criteria

Transaction Code

SM34 (Customizing Object VC_T147G)

2. On the Change View Main Criteria: Overview screen, select the Price criteria, created in the previous.

3. In the Dialog Structure, double-click the Subcriteria folder.



Subcrit.

Description of Criterion

Scoring Method

01

Price Level

4

02

Price Behavior

5


7. Choose Back.

8. On the Change View Main Criteria: Overview screen, select the Quality criteria and double-click the subcriteria folder.




Subcrit.


Scoring Method

01

GR Inspection

7

02

Rejection/Complaint

8

03

Audit

9


13. Choose Back.

14. On the Change View Main Criteria: Overview screen, select the Delivery criteria.




Subcrit.


Scoring Method

01

On-Time Delivery

3

02

Quantity Reliability

2

03

Shipping Instr.

6

04

Adher. to Conf. Date

B


19. Choose Back two times.

4.2.16.3 Defining Scope of List Procedure


IMG Menu

Materials Management Purchasing Vendor Evaluation Define Scope of List

Transaction Code

SM30 (Customizing Object V_T147M)

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


List Scope

Description

Y_CONSPR01

Ranking list consumer products


5. Choose Back.

4.2.16.4 Maintaining Purchasing Organization Data - Purchasing OrganizationProcedure


IMG Menu

Materials Management ( Purchasing ( Vendor Evaluation ( Maintain Purchasing Organization Data

Transaction Code

SM34 (Customizing Object VC_T147)

2. On the Change View "Purchasing organization: Overview screen, select the 001 Purchase organization record and choose Copy As (F6).

3. In the Purchasing Organiztion field, enter 1000 and choose Enter.

4. In the Information dialog box, choose Enter.


4.2.16.5 Maintaining Purchasing Organization Data - Main CriteriaProcedure


IMG Menu

Materials Management ( Purchasing ( Vendor Evaluation ( Maintain Purchasing Organization Data

Transaction Code

SM34