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MATERIALS STAGING AND TRACKINGSession 3605
Gary ZienBayer CorporationPittsburgh PA.
Bayer
• Bayer Chemicals• Bayer CropScience• Bayer Healthcare• Bayer Polymers• Bayer Corporation and
Business Services
MATERIALS STAGING AND TRACKING
Staging is a process by which the storeroom places material in designated area/location for Work Orders that are identified/planned, scheduled and executed. The same requests are possible for project material in combination with a WBS element or a network. Notification to stage materials is generated by either a purchase order or an Work Order pick list.
The process to stage materials and release to a job or project at a specified warehouse is decided by the plant maintenance and project engineer. It will then be the responsibility of the warehouse personnel to physically and electronically manage the staged material in the staging application.
The staging application uses an ABAP program developed by an internal resource.
MATERIALS STAGING AND TRACKING
MATERIALS STAGING AND TRACKING
Certain information should be available to Stores whenever material is requested for staging:
• Requestor Information (Name)• Where the material is going to be staged• PO number, Work Order number, or project
numbers (as applicable)• Material Master numbers, descriptions, and
quantities required (and storeroom location if STOCK)
• The vision in this activity is to have the right parts at the right place at the right time.
MATERIALS STAGING AND TRACKING
Business Requirements• Ability to strategically stage material• Ability to assign bin location to received
material (assign by WBS#, PO#, or Work Order)
• Ability to release staged material for delivery (Delivery ticket generation)
• Ability to keep Work Orders from being completed/closed if material is staged.
STAGING PROCESS1. Work Order
ReleasedPlanner generatespick list to stores.Unloading Point
"STAGING."
Planner/SchedulerFunction
2. Warehousemanreceives picklist.
Pulls material fromthe storage bins.
3. Warehousemanphysically places
material indesignated staging
area.
4. Warehousemanenters Goods
Issue toReservation MB1A
from picklist.
5. Warehousemanenters stagedmaterial into
staging database..
6. Planner/Scheduler displays
materials staged(optional).
StoresFunction
STAGING PROCESS7. Planner/
Scheduler reviewsjob status.
Reviews stagingshortage report.
8. Planner/Scheduler
determines job isready to start.
Crew & materialsavailable.
9. Planner/Scheduler createsrequest/picklist in
staging DB torelease materials.
10. Planner/Scheduler
schedules job inSAP.
11. StagingDelivery Ticket
prints @ stores.
12. Staged materialpulled from
staging area bywarehouseman.
Planner/SchedulerFunction
StoresFunction
STAGING PROCESS
Planner/SchedulerFunction
StoresFunction
13. Staged materialdelivered to job
site or pick up bymaintenance.
14. Staged materialreleased from
staging db.
15. Maintenancework performedand completed.
16. Planner/Scheduler TECO
work order.
Materials StillStaged?
STAGING PROCESS
17.MaintainStaging Entries.Remove work
order fromstaging db
17a. Planner/Scheduler
receives pop upmessage thatmaterials arestill staged.
YES
MaterialsDisposition?
17b. Planner/Scheduler
creates requestin staging db to
have balancedeliverd to job
site
17d. Planner/Scheduler
informs stores tocredit unused
material to workorder.
17f. Storescredits materialinto inventory
MB1A MVT 262
17e. Stagedmaterial releasedfrom staging db,material returned
to stock.
17c.Stagedmaterial
released fromstaging db,
delivered to jobsite.
MaterialsStill Staged?
NO
MATERIALS STAGING AND TRACKING
SAP Staging
Click to add text
Click to add title
Communicate to Warehouse/Stores the
material is to be staged.
Click to add text
Click to add title
Menu Path to Staging
Or it can be one of your
favorites.
Click to add text
Click to add titleOption for
warehouseman to do goods issue or
receipt
Select this button for Staging
Click to add text
Click to add title
Enter the Order Number.
Then select the Stage Items
Button
Click to add text
Click to add title
Materials default in from the work order
Select this button to stage all items.
Click to add text
Click to add title
All the items are highlighted. Quantity to be
staged defaults
Click to add text
Click to add title
Enter a storage bin where the
material is to be staged.
Then select save.
Click to add text
Click to add title
A message appears
confirming the update
Select Continue
Click to add text
Click to add title
Quantity Staged is updated.
Click to add text
Click to add title
To display, enter the order and select the
display button
Click to add text
Click to add title
Information about the staged material for this work order is
displayed.
Click to add text
Click to add title
To see another staging status report select the
reports button.
Click to add text
Click to add title
Enter a Plant
View report by selected criteria.
Then select
execute.
Click to add text
Click to add titleA shortage
report is displayed.
Green light indicates all material staged complete for the order. Red light
indicates there is a shortage.
Select these buttons to expand
and view the materials.
Click to add text
Click to add title
The screen expands to view the materials for
each order.
Scroll to the right for
more detail.
Click to add text
Click to add title
More staged material information is
displayed.
Scroll more to the right.
Click to add text
Click to add title
Quantity status’ are displayed.
This report can also be
printed.
Click to add text
Click to add title
Click on the order
to display.
Click to add text
Click to add title
Select the back arrow to return
to staging.
Click to add text
Click to add title
To request the staged materials enter the order
number.
Then select the request button.
Click to add text
Click to add title
Complete these fields.
Then select this button to request
all items.
Click to add text
Click to add title
All the items are highlighted.
Requested Qty. defaults.
Select save to complete the request.
Click to add text
Click to add title
Update information
message appears.
Select Continue.
Click to add text
Click to add title
Message asks to print
a pick list.Select here to continue.
Click to add text
Click to add title
In this example we have to select a
printer. In production the
designate printer for stores staging
will default.
Select continue to print the pick
list.
Click to add text
Click to add title
Information message sending the pick list to the
printer.
Select Continue.
Click to add text
Click to add title
A unique document number is generated for this request. A
pick list for this request then prints at
the warehouse.
Click to add text
Click to add title
After the material is physically released from
staging, the pick list number is enter to electronically
release. This step completed by the warehouse
personnel.
Select the materials
release button.
Click to add text
Click to add title
Select all to release.
Click to add text
Click to add title
All the items are highlighted.
Select save to release the material.
Click to add text
Click to add title
Information confirming the
release.
Select here to
continue.
Click to add text
Click to add title
Qty. Released now updated.
Click to add text
Click to add title
To view the update after the release, enter
the order and select display.
Click to add text
Click to add title
Note the quantity has been released.
To check document and release status,
click here.
Click to add text
Click to add title
The order defaults.
Select Continue.
Click to add text
Click to add title
Document information on who requested and
who release the material in the system is
displayed.
Click to add text
Click to add title
For maintenance of the system to purge old
data click here.
Click to add text
Click to add titleEnter the
plant.
Other searches are optional.
Select Execute.
Click to add text
Click to add title
All staging information related
to the order is displayed.
More data available by
scrolling right.
Click to add text
Click to add title
Other related information displayed.
Click to add text
Click to add title
To select the entries to be
deleted highlight the lines.
Then select delete.
Click to add text
Click to add title
Information message confirms the items are
deleted.
Select Continue.
Click to add text
Click to add title
Returned to the initial staging
screen.
Click to add text
Click to add title
If materials remain in staging and the
planner wants to TECO the Work Order…….
Click to add text
Click to add title
A pop-up message appears warning there are open quantities remaining in staging. The planner
should contact stores to determine the disposition of
the staged materials not used.
Select Continue
Click to add text
Click to add title
We will not prevent the order from being TECO’D.
We will rely on the planner to work with
stores to determine the disposition of the staged
material.
Click to add text
Click to add title
This functionality also available for Project Systems.
Initial entry into the system is via a
Purchase Order.
After the Goods Receipt and entry into staging
from the Purchase Order, material staged can be
displayed and requested either by the WBS element
or the Network.
Thank you for attending!Please remember to complete and return your evaluation form following this session.
Session Code: 3605
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