SAP MM Inventory Management End-User Manual-Receiving of damaged items in blocked stocks

PROJECT A-SURE

User Training Manual

MATERIAL MANAGEMENT PARTIAL ACCEPTANCE & SETTING OF DELIVERY COMPLETION

INDICATOR

CUSTOMER: PTCL

IMPLEMENTATION PARTNER: SIEMENS PAKISTAN

Date: 17 November, 2007

Author(s): Siemens Pakistan

Name Signature Date

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MM‐INV‐005.02 Receiving of Damaged Items in Blocked Stocks for Returns to Vendor.doc/001

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Document Number

Document Number Document Date

MM-INV-005.02 Receiving of Damaged Items in Blocked Stocks for Returns to Vendor.doc/001

17 November, 2007

Version History

Version Number Version Date Summary of Changes Ref: Minutes of Review

01 / 001 17 November, 2007 NA NA

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TABLE OF CONTENTS

1. LEGEND ..................................................................................................................... 6

2. TRANSACTION MENU PATH ................................................................................... 7

2.1. REQUIRED USER INPUT ......................................................................................................... 7 2.2. SAP SCREEN SNAP .............................................................................................................. 7 2.3. DESCRIPTION ........................................................................................................................ 7

3. BUSINESS TRANSACTION, REFERENCE DOCUMENT, DOCUMENT NUMBER & MOVEMENT TYPE ........................................................................................................ 8

3.1. REQUIRED USER INPUT ......................................................................................................... 8 3.2. SAP SCREEN SNAP .............................................................................................................. 8 3.3. DESCRIPTION ........................................................................................................................ 8

4. HEADER INFORMATION ........................................................................................ 10

4.1. REQUIRED USER INPUT ....................................................................................................... 10 4.2. SAP SCREEN SNAP ............................................................................................................ 10 4.3. DESCRIPTION ...................................................................................................................... 10

5. SPLIT QUANTITY .................................................................................................... 11


6. DELETE LINES ........................................................................................................ 12


7. QUANTITY IN BLOCKED STOCKS ........................................................................ 13

7.1. REQUIRED USER INPUT ....................................................................................................... 13 7.2. SAP SCREEN SNAP ............................................................................................................ 13

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7.3. DESCRIPTION ...................................................................................................................... 13

8. CHECK TOTAL & ADOPT ....................................................................................... 14


9. MAINTAIN ITEM TEXT ............................................................................................. 15


10. SET ITEM OK INDICATOR .................................................................................... 16

10.1. REQUIRED USER INPUT ..................................................................................................... 16 10.2. SAP SCREEN SNAP .......................................................................................................... 16 10.3. DESCRIPTION .................................................................................................................... 16

11. CHECK DOCUMENT ............................................................................................. 17


12. POST DOCUMENT ................................................................................................ 18


13. STOCK OVERVIEW ............................................................................................... 19


14. STOCK OVERVIEW - INITIAL SCREEN PARAMETERS .................................... 20

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15. STOCK OVERVIEW: BASIC LIST ......................................................................... 21


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1. Legend

ICONS EXPLANATION

Create (F5)

Change (F6)

Display (F7)

Copy (Shift+F9)

Delimit (Shift+F1)

Delete (Shift+F2)

Overview (Shift+F8)

Cancel (F12)

Save (Ctrl+S)

Back (F3)

Exit (Shift+F3)

Cancel screen (F12)

EXAMPLES EXPLANATION

The field is mandatory - it must be filled in order to proceed

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2. Transaction Menu Path

2.1. Required User Input Access Transaction MIGO

2.2. SAP Screen Snap

2.3. Description To Post Goods Receipt for Purchase Order you should use Transaction MIGO from following path: Logistics --> Materials Management --> Inventory Management --> Goods Movement --> Goods Movement (MIGO) Alternatively, you can directly access the transaction by typing t-code in command filed: MIGO

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3. Business Transaction, Reference document, Document Number & Movement Type

3.1. Required User Input Select business transaction: Goods Receipt Select reference document: Purchase Order In document number field Enter: Purchase Order Number Select appropriate movement type Press 'Enter' key or Click on 'Execute' button


3.3. Description For Posting Goods Receipt against Purchase Order, you should select the Business Transaction and Reference Document. The appropriate movement type must be selected. You can choose movement type from the drop down

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list.

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4. Header Information

4.1. Required User Input Maintain 'Delivery Note' field Maintain 'Header text field'


4.3. Description The 'Delivery Note' field is being used to record the supplier's delivery document reference number. The 'Header Text' field is being used to record the transporter's / vehicle details.

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5. Split Quantity

5.1. Required User Input Click on the 'Quantity Split' button


5.3. Description In order to take multiple actions against a line item, the quantity split function can be utilized. As you click the item split button, a new screen will be opened which can be used to split the quantity among: - various storage locations - various stock types - various batches (if batch management is active for this material)

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6. Delete Lines

6.1. Required User Input Set indicator 'Skip this in future' Click on 'Continue' button


6.3. Description You may receive a notification pop-up window about the creation of new lines in the document as the quantity is spitted / distributed in next screen. This is a normal feature and you can proceed by clicking on 'Continue' button. However, you can avoid this message in future by setting the 'Skip this in future' indicator.

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7. Quantity in Blocked Stocks

7.1. Required User Input Split the quantity as required into: - Unrestricted stock - Blocked stock


7.3. Description Splitting the quantity here will create additional lines in GR document

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8. Check Total & Adopt

8.1. Required User Input Click on 'Check' button as shown Click on 'Adopt' button as shown


8.3. Description This is to verify that the sum of the quantity is equal to the total quantity being received.

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9. Maintain Item Text

9.1. Required User Input Maintain 'Item Text' OR Select appropriate 'Reason for Movement'


9.3. Description In order to indicate the reason for taking this item in valuated blocked stock, mention some meaningful text in this field. This will help in reporting. Alternatively, You can also use the 'Reason for Movement' from the drop down list. There are several 'Reason for Movement' codes specified for each movement type and can be selected from the drop down list.

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10. Set Item OK Indicator

10.1. Required User Input Set 'Item Ok' indicator Click on forward arrow (as shown) to move to next item


10.3. Description Since the quantity split has created two line items in the document, therefore it is necessary to set 'Item OK' in both line items, in order to include both of them in posting.

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11. Check Document

11.1. Required User Input Click on 'Check' button Click on 'Continue' button for acceptable warning messages


11.3. Description Checking the document before posting enables you to identify any errors / warnings / inconsistencies before saving the document. You may receive a warning message about deficit of ordered quantity as you are receiving 5 items in Blocked stock.

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12. Post Document

12.1. Required User Input Click on 'Save' button. Note the 'Material Document' number.


12.3. Description Posting the document generates Material and Accounting document. The material document number is shown in the message line. It's a 10 digit unique number.

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13. Stock Overview

13.1. Required User Input Access transaction 'Stock Overview'


13.3. Description To access the Stock Overview transaction use following menu path: Logistics --> Materials Management --> Inventory Management --> Environment --> Stock --> Stock Overview Alternatively, you can use transaction code:MMBE

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14. Stock Overview - Initial Screen Parameters

14.1. Required User Input Enter Material code Enter Plant code Click on 'Execute' button OR Press F8 key to execute


14.3. Description To view the stock situation of a specific material in a location, you need to specify the appropriate parameters in the initial screen of Stock Overview Report.

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15. Stock Overview: Basic List

15.1. Required User Input Note the Quantity in different stock types.


15.3. Description Analyze the stock overview report and note the quantity in different stock types.

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SAP MM Inventory Management End-User Manual-Receiving of damaged items in blocked stocks