SCM660_Handling Unit Management

SAP AG 2001

SCM660 Handling Unit Management

HandlingUnit ManagementHandlingUnit Management

SCM660SCM660

SAP AG ! System R/3 ! Release 4.6C ! June 2001 ! Material number 50046866

SAP AG 1999

Logistics Execution

Processes inLogistics Execution

LO140 3 days

Level 2 Level 3

Delivery Processes

LO610 2 days

Transportation

LO611 3 days

Additional Topics in Warehouse Management

LO531 3 days

WarehouseManagement

LO530 3 days

LO650 3 days Cross - Functional Customizing in SD

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Course Prerequisites

# Good working knowledge of at least one Logistics application (LE, MM, PP, QM, SD)

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Target Group

# Participants! Members of the project team, consultants,

partners

# Duration: 2 days

Notes to users ! The training materials are not a teach-yourself program. They complement the

course instructor�s explanations. There is space on the sheets for you to write down additional information.

! The course time may not be sufficient to complete all the exercises. The exercises are intended to be additional examples that are dealt with during the course. Participants can use these examples to deepen their knowledge after the course.

(C) SAP AG SCM660 1-1

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# Course Goals

# Course Objectives

# Course Content

# Course Overview Diagram

# Main Business Scenario

Contents:

Course Overview


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This course will prepare you to

# Understand the basic functions in Handling Unit Management

# Make essential Customizing settings for using Handling Unit Management.

Course Goals


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At the conclusion of this course, you will be able to

# Describe the range of functions available in Handling Unit Management.

# Make basic Customizing settings for using Handling Unit Management.

# Illustrate subprocesses involving handling units in procurement and Sales and Distribution.

Course Objectives


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Unit 1 Course Overview

Unit 2 Basics of Handling Unit Management

Unit 3 Packing as a Basic Function of Handling Unit Management

Unit 4 Procurement Processes with Handling Units

Unit 5 Sales and Distribution Processes with Handling Units

Unit 6 Quality Assurance and Handling Unit Management

Unit 7 Conclusion

Course Content

Preface

Appendix


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Course OverviewCourse Overview

BasicsBasics

Packing as a Basic Function of Handling Unit ManagementPacking as a Basic Function of Handling Unit Management

Procurement Processes with Handling UnitsProcurement Processes with Handling Units

Sales and Distribution Processes with Handling UnitsSales and Distribution Processes with Handling Units

ConclusionConclusion

Quality Assurance and Handling Unit ManagementQuality Assurance and Handling Unit Management

Course Overview Diagram


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# The model company produces and sells pumps. In future, procurement and SD should use handling units.

Main Business Scenario


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# Basics of Handling Unit Management

# Cross-Application Customizing

Contents:

Basics


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# Use the Handling Unit Monitor to call up detailed information for handling units

# Make basic Customizing settings for Handling Unit Management

At the conclusion of this unit, you will be able to

Basics: Unit Objectives


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BasicsBasics






Basics: Course Overview Diagram


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# The model company produces and sells pumps. In future, procurement and SD should use handling units.

Basics: Business Scenario


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A handling unit (HU) is a logistic unit consisting of packaging materials and goods. Handling units have a single identificationnumber that uniquely identifies the HU across processes.

Definition

123456

! In Handling Unit Management, different packaging materials, containers, and load

carriers (carton, shrink wrapping film, pallet, container, truck, and so on) can be "packaging".


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Simplification of the Logistics Process Flow:

# In many cases, Logistics within a company does not move individual pieces of different materials. Instead, it moves material quantities summarized as handling units/packages. This situation should be depicted in the SAP System using Handling Unit Management.

# After you have created a handling unit, you can call up and use all related information in all the subsequent processes. Handling units can be moved and can be passed on to partners throughout the supply chain. They can also be changed, where required.

Business Background

! Using a handling unit in a cross-system logistics chain usually requires an

identification number that is unique worldwide. It is therefore possible to assign a "shipping unit number" (ShpUn) or "Serial Shipping Container Code" (SSCC number) to each handling unit.


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Process Overview

Quality AssuranceGoods Issue

Warehouse Management

Production

Goods Receipt

! The handling unit identification number enables you to perform goods movements

without entering a material or quantity. ! Process steps that can be depicted using Handling Unit Management: $ Announcement of expected handling units by the vendor via EDI (inbound

delivery) $ Quality check and release, based on the delivered handling units $ Putaway and goods receipt posting (in any order) $ Material transfer postings and stock transfers for handling units $ Materials staging for production and verification using handling units $ Picking and outbound delivery of handling units

! Material movements triggered by material-based postings generate deliveries. These deliveries are assigned to the relevant handling units. This means that all movement types are supported.


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Cross-Process Documentation

! You can call up the history of a handling unit using the Handling Unit Monitor, or

from the detail screen of the handling unit. ! All documents affected by the handling unit are shown at the highest level. These

can be: $ Inbound and outbound deliveries $ Material documents $ Work orders $ Pick operations

! You can follow the sequence of all postings in the history of a handling unit, and in the related documents displayed there in chronological order.

! You can use the document flow to access further information on the deliveries involved, for example, sales orders, transfer orders, or split deliveries.


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# Are constructed from shipping units

# Link business processes across all Logistics applications

# Do not require a reference to a document and, in contrast to shipping units, are independent objects

# Are linked to storage units in Warehouse Management (WM). The outermost handling unit corresponds to the storage unit

# Can be managed using interim storage areas (for example, goods receipt zones or goods issue zones)

Handling Units

Handling Unit Data Record

! Menu path (General):

Logistics -> Central Functions -> Handling Unit Management ! Transactions for creating and changing handling units: $ Create/Change/Repack Handling Units (General) (HU02) $ Packing Station in Warehouse (HUPAST) $ Pack Production Orders (COPAWA/COWBPACK) $ Using the Handling Unit Monitor (HUMO)

! Display functions for handling units: $ Directly using the Handling Unit Monitor (HUMO) $ Indirectly using the stock overviews for the material (MMBE and LS26) $ For the individual document types: Inbound and outbound delivery, transfers,

material documents, and so on (HUIBD, HUOBD, HUTRA and so on) ! Handling units are not included in document archiving for the delivery or the

transfer. However, there is a report that archives handling units.


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# Identification number! EAN

! SSCC (including coding, decoding, and barcode)

! ShpUn

# Packaging material (pallet, container)

# Weight, volume, dimension

# Warehouse number

# Status! User status

! System status

# Packing instructions

Header Data

Header Data

! Table VEKP


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# Contents:

# Packed material

# Packed handling unit (can be nested as required)

# Batch/Valuation type

# Quantity and unit of measure

# Plant/Storage location

# Stock category (unrestricted-use, quality inspection, blocked, consignment)

# Reference to packed serial numbers

# Reference to QM inspection lot

Item Data

Item Data

4 5 61 2 3

! Table VEPO


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Handling Unit Monitor: Search Function

! When you search for a handling unit item, you can choose to display either the first

or the highest handling unit in the packing hierarchy.


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Handling Unit Monitor: List Display

! Options: $ Display/Edit handling unit contents and hierarchy $ Delete handling units $ Transfer postings to unrestricted-use, quality inspection, or blocked stock, and/or

to another storage location $ Display the history of a handling unit

! Object key: The object key in the Handling Unit Monitor gives you information about the object reference of a handling unit (see slide 15).


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"History"

# Examples: Transfer posting to another storage location

Handling Unit Monitor: Examples

! From the display in the Handling Unit Monitor, you can perform transfer postings

and can call up details about the origin of the selected handling unit.


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The handling unit object reference ensures that the handling unit currently being used in a certain process cannot be mistakenly processed somewhere else. You can find the object reference in the list display in the Handling Unit Monitor.

Object Reference of the Handling Unit

01 The handling unit is currently contained in an outbound delivery. 02 This is a packing proposal in an SD document. 03 The handling unit is currently contained in an inbound delivery. 04 This is a shipment handling unit. 06 The handling unit does not have a document reference. It is non-assigned and

does not contain any stock information. 07 The handling unit does not have a document reference. It was constructed in

repetitive manufacturing. The goods receipt has not been posted. 08 The handling unit is assigned to a work order for the goods issue posting. 09 The handling unit was created for a work order for the goods issue posting. 12 The handling unit does not have a document reference. It is a non-assigned

handling unit and does not contain any stock information.


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# Define the internal handling unit number range interval

# (Client-wide) Activate unique handling unit number assignment

# Maintain number ranges according to the type of handling unit number assignment

# Define packaging material types by (groups of) packaging materials

# Group materials into "material groups for packaging material" according to their packaging (for example, liquids, large objects, small objects).

# Define packing hierarchy: Assign "material groups for packaging material" to packaging material types

# Specify handling unit requirement for storage location(s)! This is only possible when number assignment is unique and a number

assignment type has been allocated to all packaging material types

Basic Settings

! Additional Basis Customizing when using Warehouse Management: In Warehouse Management, you need to map the putaway, picking, and transfer

operations for storage unit types (SU type). Storage unit types group together different load carriers (pallets, containers), usually according to physical properties and/or standard dimensions (for example, storage unit type "Europallet"). Therefore, if you want to use Handling Unit Management and Warehouse Management together, you must assign all the packaging material types that you have defined to storage unit types.


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# Internal system handling unit identification using an internal number range

# External handling unit identification! Activate client-wide unique number assignment

! Maintain the number ranges for client-wide unique handling unit identification

% For internal number assignment

% For external number assignment

! If required, maintain settings for handling unit identification by SSCC

% Maintain SSCC number range object and number range interval(s)

% Assign number range object, interval, and base ILN number to organizational units

! Specify the number assignment type for each packaging material type

Customizing: Handling Unit Number Assignment

HU No. 69179HU No. 69180

HU No. 69181

! Internal system handling unit identification: $ You should set the "To" number in the number range interval to the absolute

maximum value. You should check this setting when upgrading from an older release standard, and should change the setting where necessary.

! External handling unit identification: $ The term "external" has two different uses in connection with handling unit

number assignment: - 1. As a general indicator for numbers that can be used to access handling units

(as opposed to the identification numbers for the database) - 2. As an indicator of the number assignments made by the user (as opposed to

the internal assignments made by the system)


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(02) ||| | ||| | ||| (15) | || || ||| (37) | || ||| ||

(00) | ||| || ||| | ||| | |||| (10) | ||| | || ||| ||||

(37) | || ||| || (311) || | ||| (321) |||| | ||

T Origin (ILN) Consecutive No C1 2 . . . . . . . . . . . . . . . . . . . . . . . 8 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18

T = Handling Unit Type C = Check Digit

SSCC Batch

EAN-13

# ShpUn

# SSCC (18 characters)

# Specifically valid worldwide for one year

# EAN128 Definition&Application Identification

&Barcode Profile

# EAN128 Decoding Functions

Handling Unit Identification According to EAN128

! The number assignment must be unique ! You must define a number range interval for LE_SSCC ! Not in line with ERP/DEC and LE ! Internal number ! Copy handling unit identification from vendor: SSCC or external number range

interval ! You must convert the length of the storage unit number range to 18 characters ! You must create a default value for number assignment in production. This value

should not have a plant or a storage location entry. You can only assign external numbers in production if you use a user exit.


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Handling unit

Consecutive number of thehandling unit withinthe transfer order

Outbound deliveryTransfer orderStorage type/Storage binPackaging materialStorage unit type

Technical Name: LVSHULABEL

Handling Unit Label


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Handling Units and Mobile Data Entry

! You can use Handling Unit Management in combination with mobile data entry. In

this way, handling unit identification numbers can be scanned in, or handling unit storage bin coordinates (or coordinate parts) can be read in order to check the whether handling units have been correctly putaway and/or withdrawn.

! The following transactions are available if you want to use Radio Frequency Identification (RFID): $ LM18 Inquiry � Select HU $ LM19 Pack/Unpack (Pack) $ LM22 Pack/Unpack (Unpack) $ LM24 Pack/Unpack (Pack Deliveries) $ LM25 Pack/Unpack (Unpack Deliveries) $ LM35 Load Inquiry by Handling Unit $ LM45 Picking and Packing $ LM46 Picking and Packing by Delivery $ LM66 Select Storage Unit/Handling Unit (Goods Issue) $ LM76 Select Storage Unit/Handling Unit (Goods Receipt)


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# Handling units are inventory managing objects.

# All stocks in handling unit-managed storage locations are packed.

# Goods movements to handling unit-managed storage locations are only possible if you enter the handling unit that contains the stock to be posted.

Handling Units and Inventory Management

! Handling Unit Management enables you to control inventory management using

packed stocks at storage location level. The handling unit contains information about the stock category(ies) of the packed materials.

! The guarantee that the total of all handling unit stocks is the same as the stock in the storage location, is only valid for handling unit-managed storage locations.

! When handling units are changed, unpacked and not-packed stocks are posted to non-handling unit-managed storage locations in transfer postings. Packed stocks are transferred to handling unit-managed storage locations.


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Goods Movements

# Using the Handling Unit Monitor:

! Transfer postings into unrestricted-use, blocked, and quality inspection stock

! Transfer postings to another storage location

# Using deliveries

! All goods movements

# Using transaction VLMOVE:

! Handling unit goods movements for individual movement types

! Create deliveries by entering handling unit or material

! When you use a handling unit storage location, the delivery is generated from the

MM-IM transaction. You must maintain the data required for this in Customizing for handling units under Basics → Delivery, and when you activate Handling Unit Management under Basics�→�Materials Management.

! Goods receipts for purchase orders are mostly made using deliveries. (The order confirmation control key must be set in the purchase order.) $ Goods receipt for shipping notifications is deactivated in Inventory Management,

since this would otherwise generate a new delivery. $ The new order confirmation logic in 4.6C is independent of handling units.

! You can perform two-step stock transfers. $ As a direct posting with movement types 303 and 305, or types 313 and 315 using

VLMOVE $ Using deliveries: A workflow scenario exists that automatically generates an

inbound delivery when the goods issue is posted for the outbound delivery (see slide 4-9). The handling units for which a goods receipt has been posted are assigned to the inbound delivery under the following conditions: - You must have defined a follow-on delivery type for the delivery type. - The delivery type must be Outbound Delivery (VBTYP is J). (Details: Note

340238)


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# Use the Handling Unit Monitor to call up detailed information for handling units

# Make cross-application Customizing settings.

You are now able to

Basics: Summary


Data for Activities

Explanation of Symbols in the Activities and Solutions

Activities

Solutions

Course Objectives

Business Scenario

Hints and Tips

Warning or Caution

Data in the Activities For data containing �-##�, replace the placeholders with your group number (01, 02 and so on). Type of Data Data in the Training System Company code 1000 Plant 1000 Handling unit storage location HU## Partner storage location 01## Sales organization 1000


Distribution channel 10 Division 00 Shipping point 1000 Purchasing organization 1000 Purchasing group 000 Default value: Vendor 10000 Default value: Customer 10000 Warehouse number 1## Material �Pump� T-H-## Materials �Components� T-K1-##, T-K2-##, T-K3-##,

T-K4-## Customer 1400 Vendor 1000


Basics Activities

Unit: Basics of Handling Unit Management Topic: Basic Customizing Settings

At the conclusion of these exercises, you will be able to • Perform basic system configuration.

In future, the model company wants to use Handling Unit Management in both Procurement and Sales and Distribution. It is already used in Warehouse Management. You check and add to the basic Customizing settings.

1-1 You should first check whether Handling Unit Management is activated in the warehouse-managed standard storage location HU##. This storage location is a production storage location and a picking storage location. The partner storage location for packing and unpacking material is the warehouse-managed storage location 01##. You should also assign sales area data, shipping point, and partner numbers as default values for deliveries. 1-1-1 Check whether Handling Unit Management is activated for your

standard storage location HU##. The partner storage location is 01##. 1-1-2 Assign sales organization 1000, distribution channel 10, shipping

point 1000, division 00, vendor 10000, and customer 10000.

1-2 The company wants to number the handling units based on SSCCs. Check the Customizing settings. 1-2-1 Display the number range for internal system identification of the

handling units. 1-2-2 Check whether unique number assignment is activated at client level. 1-2-3 Display the number range for client-wide unique handling unit

identification.


1-2-4 Display the number range for handling unit identification by SSCC. The number range object has the key LE_SSCC.

1-2-5 Check the assignment of the number range object, the number range interval, and the base ILN number to the plant and warehouse number.

1-3 Call up the Handling Unit Monitor and display the detail data for a handing unit.


Basics of Handling Unit Management Solutions

Unit: Basics of Handling Unit Management Topic: Basic Customizing Settings

1-1 You should first check whether Handling Unit Management is activated in the standard storage location HU##. This storage location is a production storage location and a picking storage location. The partner storage location for packing and unpacking material is the warehouse-managed storage location 01##. You should also assign sales area data, shipping point, and partner numbers as default values for deliveries.

1-1-1 Settings for Handling Unit Management: Menu path: Tools → AcceleratedSAP → Customizing → Edit Project → Display SAP Reference IMG → Logistics - General → Handling Unit Management → Basics → Materials Management → Inventory Management → HU Requirement for Storage Locations and Default Values for Deliveries

Select the table entry for plant 1000 and go to the storage location level.

Choose the entry for your storage location and overwrite the partner storage location 0001 with the key for your storage location (01##).

1-1-2 Sales area data and shipping point:

Field Name or Data Type Values Sales organization 1000 Distribution channel 10 Shipping point 1000 Division 00 Vendor 10000


Customer 10000

1-2 The company wants to number the handling units based on SSCCs. Check the Customizing settings.

1-2-1 Internal system number range: Menu path: Display SAP Reference IMG → Logistics - General → Handling Unit Management → Basics → Technical Basics → Define Number Ranges for Handling Units

Choose Display Intervals.

1-2-2 Unique number assignment: Menu path: Display SAP Reference IMG → Logistics - General → Handling Unit Management → External Identification → Set Up Unique Number Assignment for HU Identification

1-2-3 Number ranges: Menu path: Display SAP Reference IMG → Logistics - General → Handling Unit Management → External Identification → Number Range Maintenance for HU Identification

Choose Display Intervals.

1-2-4 SSCC: Menu path: Display SAP Reference IMG → Logistics - General → Handling Unit Management → External Identification → SSCC Generation Acc. to EAN128 → Maintain Number Range Object for SSCC

Enter the object key LE_SSCC in the Object field. Select Number Ranges and then choose Display Intervals.


1-2-5 SSCC: Menu path: Display SAP Reference IMG → Logistics - General → Handling Unit Management → External Identification → SSCC Generation Acc. to EAN128 → Maintain SSCC Generation for Each Plant/Storage Location or for Each Warehouse Number

1-3 Handling Unit Monitor: Menu path: Logistics → Central Functions → Handling Unit Management → Handling Unit Monitor. Choose Execute.


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# Overview of Pack Customizing

# Packing Dialog

# Packing Station

Contents:

Packing as a Basic Function ofHandling Unit Management


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# Make basic Customizing settings for packing


Packing as a Basic Function of Handling Unit Management: Unit Objectives


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BasicsBasics






Packing as a Basic Function of Handling Unit Management: Course Overview Diagram


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# The model company wants to standardize and automate its packing processes.

Packing as a Basic Function of Handling Unit Management: Business Scenario


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Production Warehouse Delivery

Packing StationPacking Station

Pick&PackPick&Pack

Packing DialogPacking Dialog

Transport

Unrestricted PackingUnrestricted Packing

Pack Pack End ProductsEnd Products

Packing in Logistics Processes

PackPackComponentsComponents

! Packing functions as the basis of Handling Unit Management are available at

different points in logistics (sub)processes: In individual documents (delivery, shipment), using separate transactions in the Handling Unit Management menu, and in the menu of most Logistics applications (LE, MM, PP-PI).

! To use the packing functions, you must make specific settings in the material master and in Customizing (see next page).


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# Define packaging material types

# Define "material groups for packaging material"

# Assign packaging material types - "material groups for packaging material" ("Allowed packaging material")

# Define movement types for stock transfer postings at packing and unpacking, as well as for storage location transfer postings and changes to the stock category

# Maintain packing instructions (PI) and packing instruction determination records

Customizing Settings

! You can find the "material groups for packaging material" and the allowed

packaging material types under Basics in Customizing for Handling Unit Management, and in Customizing for deliveries under Packing.

! You should assign the "material groups for packaging material" in the material master for those materials to be packed. Materials that are not to be packed receive a "material group for packaging material" that is not assigned to a packaging material type.

! For materials that do not receive a "material group for packaging material" in the master record, "Allowed packaging materials" is not supported in the packing dialog.

! The "Allowed packaging materials" function checks the assignment of the "material group for packaging material" of the material to be packed against the packaging material types. Filling in more detail in the corresponding table can help you avoid incorrect packing, and can also help you select the correct packaging material.

! To use handling unit inventory management, it is essential that you define the corresponding movement types in Customizing under Basics.

! To automate packing, you must maintain packing instructions and determination records.


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Pack and Unpack: Transfer Posting Transactions

Storage LocationStorage Location01000100

Storage LocationStorage LocationHU00HU00

Mat. 3

Mat. 1 Mat. 2HU 4711 HU 4712

Mat. 1

HU 4713

Mat. 4

# If unpacked material is packed, or if handling units are unpacked, transfer postings

are made from the non-handling unit-managed partner storage location to the handling unit storage location (or vice versa).

# Repacking is a combination of unpacking and packing. # If more material is packed than was unpacked, the system makes a posting to the

storage location from the non-handling unit-managed storage location. If more material is unpacked, then a transfer posting of this unpacked quantity is made to this storage location.

# Repacking and other changes to the handling unit may not be possible for the following reasons: ! A delivery handling unit is packed further in the shipment. ! The status prohibits changes (goods issue posted, blocked, user status). ! In Warehouse Management: The handling unit is in the warehouse with a storage

type that is not permitted by the putaway strategy or capacity checks for direct inventory management postings. In this case, you must first pick the handling unit into an interim storage type before you can make changes.

! You cannot lock the handling unit.


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Functions in the Packing Dialog:

# Search for handling units

# Display and allocate messages

# Assign identification according to SSCC

# Assign serial numbers to handling unit items

# Read serial number profiles in the material master

# Display the total packaging material used

# Display the material master for a packaging material

# Display the storage unit for a handling unit

# Specify the initial screen (tab pages or tree display)

Packing Dialog

! You can only assign serial numbers for handling unit items, and not for unpacked

quantities. You make these assignments by selecting the relevant item and then choosing Serial Numbers on the Content tab page, or from the tree display (see slide 6-5).

! The tree display overview and the tab page overview have the same authorizations. All functions from the tab page overview are available in the tree display, with the exception of creating new items to be packed.


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Packing Dialog: Packing Options

! Packing options: $ Packing: Only quantities in the Partial Quantity field or packaging material

tolerances are considered. $ New HU per Partial Quantity: The quantity in the Partial Quantity field serves as the

divisor. $ New HU per Number of HUs: Causes the system to display a dialog box in order

for you to make more precise packing-relevant entries for one or more previously created handling units. $ New HU If Full: Only the total quantity is considered, and not the packaging

material tolerance. ! Unpack: Individual items or (partial) quantities are withdrawn. ! Empty: The handling unit is completely unpacked. ! Delete: The handling unit is deleted. ! Delete assignment: The document reference is deleted. (This function only exists in

the delivery.)


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Packing Dialog: Packing Proposal

! On the Packing Proposal tab page, you can create templates for constructing

handling units. Templates for handling units can be created manually, or automatically using packing instruction determination or by entering a packing instruction.

! Using packing instructions, you can, for example, pack several items of the same parts into several handling units. (When you use the function New HU per Partial Quantity, you can only ever pack one item with the button New HU per Partial Quantity.)


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Packing Dialog: Packing Handling Units

! The following functions area available: $ Pack handling units $ Create a handling unit $ Assign handling units and delete assignments $ Call up detail view(s) $ Delete and empty handling units $ Position on a handling unit $ SSCC number assignment $ Process messages


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Packing Dialog: Individual Entry

12

3

! Assign a handling unit: Enter a handling unit in the Handling Unit field (1) ! Generate a material line: Enter material number, batch, plant, storage location, and

stock category in the Handling Unit Contents block. ! Create a handling unit: Enter the packaging material in the Packaging Material field

(2) and, if required, add the possible weight, volume, and dimensions data. ! Pack into a new handling unit: Enter the packaging material, the material number,

and the quantity to be packed (for document items you can enter the document and item numbers instead of the material number).

! In sales orders/scheduling agreements whose items contain a PO item number, you can enter the PO item instead of the document item.

! To pack a handling unit you should enter the number of the handling unit to pack instead of the material number. You make this entry in the Handling Unit field (3) in the Handling Unit Contents block.

! If you want to pack into an existing handling unit that has already been assigned, then you should enter the identification number in the Handling Unit field (1) in the Handling Unit block. The system then ignores all other data from this block.


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Packing Dialog: Display Contents

! The content screen displays all handling units and their contents. The system

displays the hierarchy by numbering the hierarchy levels, where the highest handling unit in a hierarchy has the hierarchy level 0.

! You can see the stock category of each handling unit item. ! You can make quantity changes to existing handling unit items. ! You can assign serial numbers to material items with a serial number requirement. ! You can delete complete handling unit items using the Unpack function.


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Packing Dialog: Detail Data

! Detailed information on the handling unit is displayed from various points of view

and is distributed across the tab pages.


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Template for creating handling units

Packing Instructions

Business background:# Results from packing planning

! Optimum usage of containers! Transport security! Automatic in-house transport! Minimum costs

# Packing instructions are contractually agreed between supplier and customer

# Supplier requirements! Derivation of default values during packaging

data entry! Instructions for packers (text, graphics)

# Manufacturer requirements! Checks the delivered handling units against the

requirements in the packaging instructions

! Master data: $ Packing instructions for handling units (transactions POP1 - POP4) $ Packing instruction determination records (transactions POF1 - POF3) $ Message condition records for handling units (transactions VV61 - VV63)

! Flexible packing instructions determination based on condition technique, for example, in packing situations $ In production $ In shipping $ In goods receipt

! Search key can be defined in Customizing, using for example, $ Material number, plant, goods recipient, sold-to party, unloading point, vendor,

shipping type, route ! Alternative packing instructions


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11

11

11

1212

22

11

99

PI60

PI44

# Packing instructions as the target BOM of a handling unit

# Structure of a packing instruction! A load carrier (for example, pallet,

small transporter)

! Any number of auxiliary packaging materials (for example, lid)

! One or more materials to be packed

# Nesting! Can be nested in the same way as

single-level BOMs

! Lower-level packing instructions can be used more than once in higher-level packing instructions

Packing Instruction Template for Handling Units


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Packing Instructions: Components

Non-HU-relevantPackg. Material

Batch MixPermtd/Forbdn

Load CarrierFirst item

in a packing instruction

Item Categories:Packaging Material

MaterialLower-Level Pck. Instn

Text

! When you create a single-level or multilevel packing instruction, you should enter

the items in the following order: $ Load carrier $ Auxiliary packaging materials $ Material to be packed and/or lower-level instructions

. ! You can create multilevel packing instructions in a single transaction. During this,

the system creates the lower-level packing instruction directly from the higher-level packing instruction.


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Packing Instructions: Measurements

� The dimensions, weight, and volume of a handling unit that has been constructed

using a packing instruction are determined from the corresponding values in the material master records.

� You can also enter dimensions and weights manually. These values are then copied into the data record for the handling unit.


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Automatic Packing

! You can use the packing instructions to automate packing processes: The system

searches for the appropriate packing instruction for the material to be packed, and creates handling units itself according to the packing instructions it finds.


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Other Functions: Packing Station

! The Packing Station function was developed for users that pack materials at a

packing station in a warehouse. This function supports entries via keyboard and scanner.

! The following activities are available: $ Create and change handling units with reference to a delivery $ Create handling units without object reference $ Print labels for individual handling units $ Update the handling unit weight

! A typical scenario involves picking materials into a warehouse container (the "pick-handling unit") and the subsequent transport to the packing station. There, the material is repacked into the dispatch packaging.

! The Empty function does not exist for the packing station. In order to repack the material into shipping handling units, the pick-handling unit must be deleted, or the materials must be unpacked individually.


SAP AG 2001

# Description of the packing station and terminal identification

# Packing station type: Packing deliveries (inbound and outbound deliveries) or creating handling units without object reference

# Quantity proposal

# For handling units without object reference: Enter plant/storagelocation/storage bin

# Print profile

# Printer assignment

# When packing deliveries:! Goods issue/receipt at save

! Automatic generation of HUs

# Creating the handling unit using an external number

# Connecting scales to the packing station

To be able to use the packing station, you must first define several parameters that control the creation of handling units:

Customizing the Packing Station


SAP AG 2001

# Make basic Customizing settings for packing.

You are now able to

Packing as a Basic Function of Handling Unit Management: Summary


Packing as a Basic Function of Handling Unit Management Activities

Unit: Packing as a Basic Function of Handling Unit

Management Topic: Packing Dialog

At the conclusion of these exercises, you will be able to • Create handling units in the packing dialog.

The company wants to test the various packing options available within Handling Unit Management.

1-1 To test the settings that have already been checked and/or those you have made yourself, you create handling units without an object reference. These are called �non-assigned� handling units. During this process you will call up various subfunctions of the packing dialog. 1-1-1 Check the stocks of pump T-H-## in plant 1000. 1-1-2 Pack six of your pumps T-H-## onto your pallet PK-HUM by choosing

Create and Change General from the Handling Unit Management menu (transaction HU02). (Storage location 0001, where any existing pumps are currently managed, is the partner storage location for handling unit storage location HUMM.)

1-1-3 Now pack the handling units into a small transporter. You can find out the material number of the small transporter using the list of allowed packaging materials.

1-1-4 Display the contents of your nested handling units. Switch to the detail display for individual handling units.

1-1-5 Display the material document that was generated when you created the handling units.

1-1-6 Check the material stocks again.



Management Topic: Packing Instructions

At the conclusion of these exercises, you will be able to • Create a packing instruction • Set up automatic packing in Customizing.

The company wants to test the various packing options available within Handling Unit Management.

2-1 Because your pump T-H-## is usually packed onto pallet PK-HUM, you want to simplify the packing operations using a packing instruction, and to partially automate the process. 2-1-1 In Customizing create a packing status check profile for automatic

packing. 2-1-2 Then create a packing instruction with the description HUM## where

you link the material and packaging material. Assign your packing status check profile.

2-1-3 Create a packing instruction determination record containing the condition type ZVPA (packing proposal) for your packing instruction. Choose the key combination Material.

2-1-4 Test your settings by creating another non-assigned handling unit.


Packing as a Basic Function of Handling Unit Management Solutions


Management Topic: Packing Dialog

1-1 To test the settings that have already been checked and/or those you have made yourself, you create a handling unit without an object reference. This is called a �non-assigned� handling unit. During this process you will call up various subfunctions of the packing dialog.

1-1-1 Stock overview: Menu path: Logistics → Logistics Execution → Internal Whse Processes → Bins and Stock → Display → Total Stock per Material (Inventory Management)

Leave the Storage Location field empty in order to see material stocks for all storage locations.

1-1-2 Create handling units: Menu path: Logistics → Central Functions → Handling Unit Management → Processing Handling Units → Create and Change (General)

Tab page Gen. Header Data:

Field Name or Data Type Values Plant 1000 Storage location 0001

Tab page Pack Material, block Material to be packed:

Field Name or Data Type Values Material T-H-## Total quantity 6


Add the destination storage location HUMM in the Destination storage location field.

Select the material line and choose from the menu Extras→ Allowed Packaging Material. Select PK-HUM. Select the material line and the packaging material line, then choose New HU if Full.

1-1-3 Pack handling units: Tab page Pack HUs: Select one of the handling units in the All HUs That Can be Packed field, then choose from the menu Extras→ Allowed Packaging Material. Select TM-101. Select the handling units to pack, and select your choice of packaging material in the All Existing HUs field. Choose New HU if Full.

1-1-4 Display the contents: Tab page Total Content

Details: Select a handling unit and choose one of the buttons for the detail

view. Confirm and save your entries.

1-1-5 Material document: Menu path: Logistics → Logistics Execution → Inbound Process → Goods Receipt for Purchase Order, Order, Other Transactions → Display Material Document

1-1-6 Stock overview: see 1-1-1



Management Topic: Packing Instructions

2-1 Because your pump T-H-## is usually packed onto pallet PK-HUM, you want to simplify the packing operations using a packing instruction, and to partially automate the process. 2-1-1 Create check profile:

Menu path: Display SAP Reference IMG → Logistics - General → Handling Unit Management → Automatic Packing → Packing Instructions Master Data → Define Check Profile for Packing Status → New Entries

Field Name or Data Type Values Check profile number ## Check profile description HU##

Select the packing status indicator for all variances. Save your entries.

2-1-2 Create packing instruction:

Menu path: Logistics → Central Functions → Handling Unit Management → Master Data → Packing Instructions → Create. Choose Enter to access the initial screen.

Field Name or Data Type Values Short text HU## Component packaging material

PK-HUM

Component material T-H-## Target quantity 2


Assign check profile: Enter the check profile key on the Administrative Data tab page Save your entries.

2-1-3 Create packing instruction determination record:

Menu path: Logistics → Central Functions → Handling Unit Management → Master Data → Packing Instructions Determination Records→ Create.

Field Name or Data Type Values Determination type ZVPA Key combination Material Material T-H-## Packing instruction (Number of your packing

instruction)

Save your entries. 2-1-4 Test your settings.

Create a non-assigned handling unit using the Create and Change (General) function. Tab page Packing Proposal: Choose Expand Packing Instruction or Create HUs.


SAP AG 2001

# Handling Units in External Procurement

# Handling Units in Internal Procurement

Contents:

Procurement Processes with Handling Units


SAP AG 2001

# Describe various procedures for creating handling units in inbound deliveries and

# Describe various procedures for materials staging with handling units


Procurement Processes with Handling Units: Unit Objectives


SAP AG 2001

Procurement Processes with Handling Units: Course Overview Diagram


BasicsBasics







SAP AG 2001

# The vendor from the model company delivers certain goods already packed and certain goods unpacked.Some of these materials serve as components in the manufacturing process. These components are staged from the warehouse for production.

Procurement Processes with Handling Units: Business Scenario


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Goods Receipt Without Handling Unit Management

Material DocumentDifference

Posting

# Confirmation of the Transfer Order

# Quant in the Storage Bin

WMIM IM

Transfer Order

Material Document

Goods ReceiptPosting

# Transfer Requirement# Quant in the Goods

Receipt Zone

! For goods receipts for purchase orders without Handling Unit Management, you can

post the goods receipt with reference to the purchase order. (It is however possible to work with deliveries and subsequent goods receipt postings with reference to deliveries, even if you are not using Handling Unit Management.)

! If you use Warehouse Management, the system generates a transfer requirement during the goods receipt posting. This transfer requirement is a document that is then used for planning goods movements yet to take place. At the same time, the stock increase during putaway is mapped using quants (material quantities in storage bins) in the goods receipt zone.

! Putaway takes place using a transfer order created with reference to a transfer requirement. The system only posts the putaway material quantities as quants in the relevant destination storage bins when you confirm the transfer order.

! If the system recognizes quantity differences during putaway, these can be entered when the transfer order is confirmed, and can then be posted in Warehouse Management and Inventory Management.


SAP AG 2001

InboundShipment

Delivery/Shipping Notification with the HU Number

Transfer OrderPutaway

Storage BinSearch


Handling Units in External Procurement

HU No. 69179HU No. 69180

HU No. 69181

HU No. 69179HU No. 69180

HU No. 69181

! Goods receipts in handling unit-managed storage locations can only be posted

using deliveries. The vendor can inform you in advance of the packaging details in a shipping notification. The shipping notification is most often transmitted via EDI. The identification numbers of the handling units delivered by the vendor can also be copied (for example, by scanning), or new handling units can be constructed in the delivery document.

! If you use Warehouse Management, the transfer order for putaway of the handling units is created with reference to the delivery.

! The goods receipt posting is made with reference to the delivery. ! You can also use the transportation functions within the SAP Logistics Execution

solution to display incoming shipments. In this situation, you can summarize deliveries in a transfer order, and can then pack them cross-delivery into handling units.


SAP AG 2001

Process Flow with Integrated WM

Negative Quant inGR Zone

TO

Destination BinPalletizationStrategies

ConfirmTO

Quant inBin

Difference?

GoodsReceipt

Purchase Order

Inventory Management Warehouse Management System

PostDifferences

Correction?

Delivery

HU No. 69179HU No. 69180

HU No. 69181

! For goods receipts against purchase orders that are to be posted in handling unit-

managed storage locations, the system generates deliveries with reference to the "causal" purchase order.

! If you perform putaway of the handling units using Warehouse Management, then the system creates one transfer order for each handling unit with reference to the delivery. If the destination storage type is subject to a confirmation requirement, then handling units are only available for new transactions, for example picking, after you have confirmed the transfer order, that is to say, after confirmation of the putaway. You can only perform the goods receipt posting after confirmation.

! In Handling Unit Management also, you can report quantity differences found during putaway when you confirm the transfer order to the system. The goods receipt posting takes place only after the stock total has been corrected using an appropriate difference posting in Inventory Management.


SAP AG 2001

BAPI

Confirmation

Process Flow with Decentralized WM (1)

BAPI

ReplicationTransfer Order

Deliverywith Handling

Units

Confirmation TO

PostGoods

Movement

Goods Receipt

Deliverywith packing information:

Handling units already exist

Purchase Order

Incoming Invoice

Generate via EDI

WMWM ERPERP

! If you use Handling Unit Management in connection with decentralized Warehouse

Management, there are two possible process flows: ! In the first case, the vendor sends a shipping notification by IDoc containing

packaging information, so that the system already recognizes the handling units when the delivery is created in the ERP system.

! The delivery with the handling units is replicated in decentralized Warehouse Management. The transfer order for putaway is generated here when the goods arrive in the receiving plant. After the transfer order has been confirmed, you can then post the goods receipt in the local system. This triggers the confirmation to the central ERP system, where the goods receipt is then posted.


SAP AG 2001

BAPI

Confirmation

Process Flow with Decentralized WM (2)

BAPI

Replication

Transfer Order

Delivery

Confirmation TO

PostGoods Movement

Goods Receipt

Deliverywithout packing

information:

Incoming Invoice

Generate manually

Generate HUs byPacking

Goods are delivered

Purchase Order

WMWM ERPERP

! In the second case, the vendor does not send an IDoc. This means that you must

generate the delivery in the SAP system. The system has not received any packaging information.

! The delivery is replicated in decentralized Warehouse Management without packaging information, and therefore without handling units. When the goods arrive, you enter the packaging information and the handling units are generated in the local system. After packing, you can create the transfer order for putaway.

! After you confirm the transfer order, you can then post the goods receipt. The delivery is reported to the central system, where the data is updated and the goods receipt is posted.


SAP AG 2001

Procurement Using a Stock Transfer Order

Outbound Delivery with Material Items

Inbound Delivery with Material Items

HU No. 69179HU No. 69180

HU No. 69181

HU No. 69179HU No. 69180

HU No. 69181

SAP Business Workflow

Purchase Order with Material Items

Generate using VL10

Supplying Plant Receiving Plant

! You have two options for plant-to-plant stock transfers: $ You can use transaction MB1B to enter the stock transfer. This means that an outbound

delivery is automatically generated in the issuing plant. - In the one-step procedure, the goods receipt is posted when the goods issue for the

outbound delivery is posted in the receiving plant. - In the two-step procedure, the goods issue posting for the outbound delivery causes

the system to construct a stock in transit. You enter the goods receipt for the material, for example, using transaction MB1B. This triggers generation of the inbound delivery. You can now enter your handling units and post the goods receipt into the unrestricted-use stock.

$ You can work with inbound and outbound deliveries as long as the affected storage location is subject to a handling unit requirement.

! You must use the SAP Business Workflow for working with inbound and outbound deliveries. The goods issue posting for the outbound delivery triggers the start of the workflow, and the inbound delivery is created in the receiving plant. This way, the handling unit data is transmitted to the receiving plant and can then be entered during the goods receipt posting.

! The process using inbound and outbound deliveries is suitable for use when both storage locations, or at least the receiving storage location, are subject to a handling unit requirement.


SAP AG 2001

Handling Units in Internal Procurement

# Materials staging of components for production (with and without WM)

1. Packing components to be staged or withdrawal of complete handling units

! Goods receipt posting for the handling unit or the work order

# End product putaway! Manual or automatic packing

! Goods receipt posting for the handling unit or the work order

! Handling Unit Management can be used in discrete, repetitive, and process

manufacturing. ! In discrete and process manufacturing, you can stage components for work orders

in the form of handling units. The consumption posting is made with reference to the handling unit or the work order.

You cannot perform materials staging with handling units in repetitive manufacturing.

! In all three manufacturing forms, the end products can be packed and then putaway as handling units. The goods receipt posting is made with reference to the handling unit, in discrete and process manufacturing also with reference to the relevant work order.

! Handling unit staging and putaway is also possible in combination with Warehouse Management.


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Discrete Manufacturing: Materials Staging Without WM

HU No. 69179HU No. 69180

HU No. 69181

Staging

Production Warehouse:Handling Unit Storage Location without WM

Material Warehouse:Handling Unit Storage Location without WM

! Materials staging with handling units can be performed without using Warehouse

Management. The components for the production order are either packed into a new (pick) handling unit, or you stage complete handling units (transaction COPAWA).

! The goods issue for consumption of the components is posted with reference to the handling unit and/or production order (transaction COWBHUWA). Partial goods issue is also possible. A post-deducted consumption posting is not available in Handling Unit Management.

! Handling units assigned to an order that are no longer required for this order can be assigned to another order. However, you cannot delete the assignment.


SAP AG 2001

Production

Staging Storage Type

Discrete Manufacturing: Materials Staging With WM

WarehouseManagement

Production Order Outbound Deliveryor Transfer Requirement

Transfer Order forPicking and

PackingHU

4711

HU4712

! When using Warehouse Management, you can stage components as pick parts, crate

parts, or release order parts: $ Pick parts: Order-based materials staging $ Crate parts: Staging according to KANBAN (order-independent with fixed number of

pieces) $ Release order parts: Cross-order staging

! You can request component staging from the warehouse using a transfer requirement, or - for pick parts - using an outbound delivery. Picking is performed with the aid of a transfer order. Outbound deliveries and transfer requirements can be created automatically or manually. The handling units are staged in a specific storage type for production supply.

! The goods issue posting is made with reference to the production order or to the outbound delivery.

! If you use handling unit management as an addition to production supply, the components are staged either in complete handling units that already exist in the warehouse, or in new pick-handling units into which the picked materials are packed.

! If the production storage location is not handling unit-managed, then the staged handling units must be unpacked. A transfer posting is therefore made of their contents to the production storage location.


SAP AG 2001

Handling Unit Storage Unit

Handling Units in WM

in warehousebecomes a

! In Warehouse Management you can work with storage unit management

independently of Handling Unit Management. This additional function allows you to enter materials and load carriers as logistic units that can be uniquely identified within a warehouse (and only there!) using a number.

! If you use Handling Unit Management in connection with Warehouse Management, then you must activate storage unit management for all storage types in which you want to store handling units.

! During putaway, a handling unit becomes a storage unit. The identification number remains the same.


SAP AG 2001

Handling Units and Storage Units: Comparison

Storage Unit

# Warehouse-Internal Unit

# Storage Data

# One Level

Handling Unit

# Cross-Process Unit

# Packing Data

# Nesting Possible

# Serial Numbers

! The data record for the storage unit contains only storage-related information. The

data record can be called from the Logistics Execution menu (transaction LS33), the stock overviews, or from the transfer order. However, you can display the packaging details as handling units putaway as storage units from this data record. (The system now goes to the same handling unit display that you can also see in the delivery.)

! You can now also use handling units to track serial numbers of packed materials in Warehouse Management.

! Evaluations are made at storage unit level. This corresponds to the highest packing level for nested handling units. In Warehouse Management stock overviews, you can only display handling units via the storage bin data.

! When picking partial quantities of a storage unit, you must enter the affected lower-level handling units and/or serial numbers.


SAP AG 2001

Process Manufacturing: Staging Without WM

Central Warehouse� HU-ManagedCentral WarehouseCentral Warehouse�� HUHU--ManagedManaged

Central Warehouse� HU-Managed or� Not HU-Managed

Central WarehouseCentral Warehouse�� HUHU--Managed orManaged or�� Not HUNot HU--ManagedManaged

Stock TransferStock Transfer

Central Picking� Independent Storage Location� Not HU-Managed

Central PickingCentral Picking�� Independent Storage LocationIndependent Storage Location�� Not HUNot HU--ManagedManaged

# Automatic unpacking of handling units

# Weighing, measuring of component quantitiesfrom a process order

# Packing into pick-handling units Stock TransferStock TransferStock Transfer

Production Storage Location� HU-ManagedProduction Storage LocationProduction Storage Location�� HUHU--ManagedManaged

Process Order

Withdrawal

! If you use Handling Unit Management, in process manufacturing you can stage

components based on either orders or materials, that is to say cross-order. If you want to perform order-based staging, the withdrawal storage location must be handling unit-managed.

! Staging first takes place in a non-handling unit-managed storage location, the "central picking", in which the quantities required for the production process are withdrawn. The handling units are therefore unpacked.

! The withdrawn material quantities are packed into pick-handling units, and so are transferred/transfer posted to the HU-managed production storage location. (The storage location "central picking" is assigned to the production storage location as a partner storage location.)

! Handling units can be also staged using Warehouse Management in process manufacturing.

! If the SAP system is connected to a weighing system via an interface, then pick-handling units can be created in this system and can be transmitted to the SAP system using process messages.


SAP AG 2001

Goods Receipt

Packing InstructionsWork OrderPack

100 PC

Target Handling Unit Acc. to Pack. Instructions

Putaway

HU No. 69179HU No. 69180

HU No. 69181

Packing in Discrete Manufacturing and in Process Manufacturing

! You can pack end products from discrete manufacturing and process manufacturing into handling units for putaway (transaction COWBPACK).

! The goods receipt is posted with reference to the handling unit or work order (transaction COWBHUWE).


SAP AG 2001

Packing in Repetitive Manufacturing

Receiving Storage Location

Goods Issue Goods Issue

Issue Storage Location 1

Issue Storage Location 2

Goods ReceiptProduction

Line

HU 4712

! Handling Unit Management offers you specific transactions for packing and putaway

of repetitive manufacturing products: $ You can create handling units using the "Packing in Repetitive Manufacturing"

function (transaction HUP1). $ You post the goods receipt using the "HU Backflush in Repetitive Manufacturing"

(transaction MFHU). ! The following restrictions apply to end products from repetitive and discrete

manufacturing: $ Handling units can only be constructed using a single material or batch. $ You can only enter serial numbers in a subsequent action using transaction HU02. $ You cannot enter production or shelf-life expiration dates.


SAP AG 2001

# Describe various procedures for creating handling units in inbound deliveries and

# Describe various procedures for materials staging with handling units

You are now able to

Procurement Processes with Handling Units: Summary


Procurement Processes with Handling Units Activities

Unit: Procurement Processes with Handling Units Topic: Handling Units in External Procurement

At the conclusion of these exercises, you will be able to • Pack and putaway material in the inbound delivery.

The company receives unpacked goods from a vendor. You pack the delivered material and put it away as handling units.

1-1 The company receives the two components for pump T-H-##, - T-K1-## and T-K2-## - from vendor C.E.B. Berlin (vendor number 1000). These components are packed when the inbound delivery is received. 1-1-1 Create a purchase order for 100 pieces of each material for plant 1000,

storage location HU##.

You must specify in the purchase order that the goods receipt will be processed using an inbound delivery. To do this, choose the confirmation control key ANLI (Inbound Delivery) for both items on the Confirmations tab page.

1-1-2 Create an inbound delivery with reference to the purchase order, then

pack the materials.

1-2 The handling units should now be putaway. 1-2-1 Create a transfer order with reference to the inbound delivery.


1-2-2 Confirm the resulting transfer orders.

1-3 The process is complete when you post the goods receipt for the inbound delivery. 1-3-1 Post the goods receipt for the inbound delivery. 1-3-2 Check the warehouse stocks of both materials.


Unit: Procurement Processes with Handling Units Topic: Handling Units in Internal Procurement

At the conclusion of these exercises, you will be able to • Use Handling Unit Management to stage components

for a production order.

The components for pump T-H-## should be stored already packed, and should be staged in handling units.

2-1 You want to produce ten pumps T-H-##. The manufacturing process is controlled using a production order. Warehouse Management is used for staging the components. 2-1-1 Create a production order (order type PP01) for 10 pieces of material

T-H-##. Release the order. 2-1-2 Request staging of the components T-K1-## through T-K4-## from the

warehouse. 2-1-3 Display the transfer requirement generated by the staging request.

2-2 Carry out component staging with the aid of the transfer order. The required quantities of each component are withdrawn from the warehouse handling units and are packed into a pick-handling unit. 2-2-1 Create a transfer order with reference to the transfer requirement. 2-2-2 Before you confirm, pack the withdrawn components into a pick-

handling unit.


On the initial screen for confirmation, you can go to the Assign Pick HU to TO function by choosing the Pack button.

2-2-3 Post the goods issue of the staged components with reference to the handling unit.

2-3 Once the process is complete, you then confirm that the individual steps within the production process have been performed. Two pumps are packed onto each pallet PK-HUM. You can now post the goods receipt for the resulting handling units. Finally, the handling units are putaway using transfer orders. 2-3-1 Confirm the production order. 2-3-2 Pack the ten pumps T-H-## onto pallet PK-HUM and post the goods

receipt to production. 2-3-3 Check the stocks of pump T-H-## from the Warehouse Management

view. The ten newly-produced examples should now be posted in the GR Zone Production (interim storage area 901).

2-3-4 Put away the resulting handling units with the aid of transfer orders. To do this, from the menu choose either Create Transfer Order: From Stock List (transaction LT10) or Move Storage Unit (LT09). The appropriate WM movement type has the key 999 (Warehouse Supervision). Confirm the transfer orders.

2-3-5 Check the stocks again.


Procurement Processes with Handling Units Solutions

Unit: Procurement Processes with Handling Units Topic: Handling Units in External Procurement

1-1 The company receives the two components for pump T-H-##, - T-K1-## and T-K2-## - from vendor C.E.B. Berlin (vendor number 1000). These components are packed when the inbound delivery is received.

1-1-1 Create a purchase order: Menu path: Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known

Field Name or Data Type Values Vendor 1000 Purchasing organization 1000 Purchasing group 000 Company code 1000 Material T-K1-##, T-K2-## PO quantity 100 PC of each material Plant 1000 Storage location HU##

Tab page Confirmations: Confirmation control key ANLI (Inbound Delivery). Save the purchase order.

1-1-2 Create an inbound delivery:

Menu path:


Logistics → Logistics Execution → Inbound Process → Goods Receipt for Inbound Delivery → Inbound Delivery → Create → Single Documents Choose the Pack icon. The packing dialog appears. Pack the materials (see Unit 3). Save the inbound delivery.

1-2 Putaway:

1-2-1 Create transfer order: Menu path: Logistics → Logistics Execution → Inbound Process → Goods Receipt for Inbound Delivery → Putaway → Create Transfer Order → For Inbound Delivery Enter your warehouse number 1## and the document number of your inbound delivery. If you have not noted the number, you can also create the transfer order using the inbound delivery monitor (Button Delivery Monitor Inbound Delivery), by searching for the inbound delivery document using the warehouse number. (To do this, choose For Putaway.) Choose Putaway in Foreground or TO in Foreground (delivery monitor). Then, for each item choose Create TO and Create. Save the transfer orders.

1-2-2 Confirm the transfer orders: Menu path: Logistics → Logistics Execution → Inbound Process → Goods Receipt for Inbound Delivery → Putaway → Confirm Transfer Order → Single Document → In One Step

1-3 Goods receipt posting:

1-3-1 Goods receipt posting: Menu path:


Logistics → Logistics Execution → Inbound Process → Goods Receipt for Inbound Delivery → Post Goods Receipt → Inbound Delivery Individual Document

1-3-2 Stock overview: Menu path: Logistics → Logistics Execution → Internal Whse Processes → Bins and Stock → Display → Total Stock per Material (Warehouse Management)


Unit: Procurement Processes with Handling Units Topic: Handling Units in Internal Procurement

2-1 You want to produce ten pumps T-H-##. The production process is controlled using a production order. Warehouse Management is used for staging the components.

2-1-1- Create production order: Menu path: Logistics → Production → Production Control → Order → Create → With Material

Field Name or Data Type Values Material T-H-## Production plant 1000 Order type PP01 Total quantity 10

Backward scheduling: Enter the basic date Finish (Today�s date + 1 week) Release: Functions → Release Save the production order.

2-1-2 Staging: Menu path: Logistics → Production → Production Control → Goods Movements → WM Materials Staging → For Order Enter your order number and choose Request Remaining. Choose WM Materials Staging or Enter to access the RFQ screen. Choose WM Materials Staging and save your entries.


2-1-3 Transfer requirement Menu path: Logistics → Logistics Execution → Internal Whse Processes → Transfer Requirement → Display → By Requirement Requirement type: P (Production supply)

2-2 Carry out component staging with the aid of the transfer order. The required quantities of each component are withdrawn from the warehouse handling units and are packed into a pick-handling unit.

2-2-1 Create transfer order: You can create the transfer order directly from the transfer requirements list you called up in the last step (Buttons TO in Foreground or TO in Background). Alternative: Menu path: Logistics → Logistics Execution → Outbound Process → Goods Issue for Other Transactions → Picking → Create Transfer Order → By Transfer Requirement Choose Generate TO Item and save the transfer order.

2-2-2 Confirm the transfer order: Menu path: Logistics → Logistics Execution → Goods Issue Process → Goods Issue for Other Transactions → Picking → Confirm Transfer Order → Single Document → In One Step Choose Pack. Select the line containing the entry for the destination storage type and destination storage bin. Choose Allowed Packaging Materials. Select PK-095. When you save, the system creates an empty pick-handling unit. Confirm the transfer order (see menu path). The pick-handling unit is displayed in the Assigned Handling Units field.


2-2-3 Goods issue posting: Menu path: Logistics → Production → Production Control → Goods Movements → Goods Issue With HU Enter your order number and choose Propose HU. Post the goods issue by saving your entries.

2-3 You confirm that the individual steps within the production process have been performed once the process is complete. Two pumps are packed onto each pallet PK-HUM. You can now post the goods receipt for the resulting handling units. Finally, the handling units are put away using transfer orders.

2-3-1 Confirmation of production order Menu path: Logistics → Production → Production Control → Confirmation → Enter → For Order Enter your order number. Select Final Confirmation and then save the confirmation.

2-3-2 Packing: Menu path: Logistics → Production → Production Control → Goods Movements → Pack Material Enter your order number. Enter the packaging material and material in the HU Proposal block, and choose Save HUs. Goods receipt: Menu path: Logistics → Production → Production Control → Goods Movements → Goods Receipt With HU Choose Propose HU and save your entries.

2-3-3 Material stocks:

Menu path:


Logistics → Logistics Execution → Internal Whse Processes → Bins and Stock → Display → Total Stock per Material (Warehouse Management)

2-3-4 Putaway using transfer orders: Menu path: Logistics → Logistics Execution → Internal Whse Processes → Stock Transfer → Create Transfer Order → From Stock List/Move Storage Unit. From stock list: From your warehouse number 1##, select stocks in storage type 901. Select the stock found and choose Stock transfer in the background. Move storage unit: Enter the numbers of your storage units in the relevant field. Choose Create TO. Save the transfer order. Confirm the resulting transfer orders: Menu path: Logistics → Logistics Execution → Internal Whse Processes → Stock Transfer → Display Transfer Order Select Only Open TO Items and choose Execute (F8). Select the relevant entries and choose Confirm in the Background.

2-3-5 Stocks: Menu path: Logistics → Logistics Execution → Internal Whse Processes → Bins and Stock → Display → Total Stock per Material (Warehouse Management)


SAP AG 2001

# Process Overview

# Pick-Handling Unit

Contents:

Sales and Distribution Processes with Handling Units


SAP AG 2001

# Describe Sales and Distribution processes using handling units and warehouse management


Sales and Distribution Processes with Handling Units: Unit Objectives


SAP AG 2001


BasicsBasics






Sales and Distribution Processes with Handling Units: Course Overview Diagram


SAP AG 2001

# Deliveries should be made to fulfil customer orders.Picking of the packed material is controlled by Warehouse Management.

Sales and Distribution Processes with Handling Units: Business Scenario


SAP AG 2001

Warehouse

Outbound Delivery with Material Items

Transfer OrderPicking

Goods IssuePosting

Goods Issue Process with Handling Units

HU3

HU1HU2Confirm TO

HU No. 69179HU No. 69180

HU No. 69181

HU No. 69179HU No. 69180

HU No. 69181

HU No. 69179HU No. 69180

HU No. 69181

HU No. 69179HU No. 69180

HU No. 69181

Goods Issue Zone

! Substeps: $ Create the transfer order (TO) with reference to the delivery. Determine the

withdrawal storage bins using Warehouse Management. $ Create pick containers (pick-handling unit)

(If you do not pick complete storage units/handling units, then you do not have to create a special pick container.) $ Confirm the material withdrawal $ Enter any difference quantities that have occurred during picking $ Assign the picked items to the pick container

! Notes: $ For each delivery item, the system searches pickable stocks according to the

picking strategy valid in the source storage type. The decisive criteria here are the material and the quantity. In the outbound delivery, you cannot specify which handling units should be picked. $ There are user exits available, for example, for picking specific serial numbers or

mixed pallets. ! Using the transfer order split ensures that a transfer order only contains handling

unit-relevant or only non-handling unit-relevant items.


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Pick-Handling Unit

Warehouse

HU 4711 HU 4713 HU 4714

HU 4712

Pick HU 4715

# A pick-handling unit is always required when you only pick a partial quantity of a

warehouse handling unit. # You must create the pick-handling unit and assign it to the transfer order before you

confirm the latter. When you create a pick-handling unit you can also print a pick-handling unit label.

# Procedure for creating pick-handling units: ! Manual pick-handling unit creation using transaction LH01 ! Automatic pick-handling unit creation when transfer orders are created.

You can create additional pick-handling units using transaction LH01. ! User exit: You can assign more than one pick-handling unit to a transfer order.


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Automatic Pick-Handling Unit Creation

# Pick-handling unit creation depends on: ! Source and destination storage type ! Movement type ! Access sequence to table ' First, completely qualified ' Then, generic access

! You can make wildcard entries (***) # Options: ! You create and assign the pick-handling unit (1) ! Only the packaging material is determined and is noted (for a subsystem) in the

transfer order. (2) ! No pick-handling unit creation (Empty)


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Pick-Handling Unit Assignment (1)

! If a packaging material was not automatically assigned when the transfer order was

created, the system usually creates one line for each destination storage type for the pick-handling unit. Here you can enter the packaging material or the handling unit.


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Pick-Handling Unit Assignment (2)

! Updated entries are flagged as not ready for input. You cannot delete the

assignments made automatically when the transfer order was created. You can only subsequently edit (delete) manual assignments (made using transaction LH01).


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Withdrawing Complete Storage Units

Warehouse

HU 4715 HU 4717 HU 4718

HU 4716

! When the transfer order is created, Warehouse Management decides whether a

storage unit can be completely picked. The storage unit can be any nested handling unit.

! The storage unit can be picked into a pick-handling unit. (This results in a nested pick-handling unit.)

! If the storage unit is not picked into a pick-handling unit, it is confirmed directly to the delivery when you confirm the transfer order. (The storage unit number remains the same.)


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Withdrawing Partial Quantities

Warehouse

HU 4719 HU 4721 HU 4722

HU 4720

Pick-HU 4723

! You must assign the picked quantity of a pick-handling unit for each transfer order

item. ! You can divide a transfer order item across two pick-handling units. ! You cannot assign a transfer order item to a lower-level handling unit within a pick-

handling unit. ! You can perform picking for complete lower-level handling units. To do this you

must have entered the lower-level handling units. ! You can perform picking for partial quantities from lower-level handling units. For

materials subject to a serial number requirement, you must then enter the picked serial numbers.


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Confirming the Transfer Order

# You assign the transfer order item to the pick-handling unit using "HU Recognition"

or by entering the handling unit number. # Indicator: HU Withdrawal: The source storage type is copied into the pick-handling

unit. # Options: ! Copy the source storage unit as the destination storage unit ! Copy the source storage unit into the pick-handling unit. (The pick-handling unit

becomes a nested handling unit). ! Copy the total material quantity from the source storage unit into the pick-

handling unit, without copying the source storage unit. ! Withdraw a partial quantity from the source storage unit into the pick-handling

unit.


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Confirming with Nested Handling Units

# You need to enter the lower-level handling unit(s) when ! You want to withdraw a partial quantity from the source storage unit, or ! A difference quantity has been entered.

(You must enter the lower-level unit where the difference occurred.) # You can copy complete lower-level handling units into the pick-handling unit(s). The

pick-handling unit becomes a nested handling unit. # The total material quantity of a lower-level handling unit can be copied into the pick-

handling unit without copying the lower-level handling unit. # You can make partial withdrawals from lower-level handling units.


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Two-Step Confirmation

Warehouse

Goods Issue Zone

HU 4711

Pick-HU 4716 HU 4716

( Withdrawal ) Transportation

! You can confirm the transfer order in two steps: ! First step: Confirm the material withdrawal $ The material is posted out from the storage bin and is posted into the pick-

handling unit. $ You must enter differences from picking during the first step. $ The delivery is not updated.

! Second step: Confirm the material transfer $ The transportation of the pick-handling unit to the goods issue zone is confirmed

in the second confirmation step. $ The material is available in the target storage bin. $ Differences make a repack process necessary. $ Picked quantities and pick handling units are updated in the delivery.


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Confirming with Differences

Difference Handling:

# Difference quantities are posted into a "difference handling unit" in the difference storage type. (The difference handling unit is automatically created by the system.)

# When you pick a material subject to serial number requirement, you cannot enter difference quantities.

# When you pick nested handling units, you must enter the lower-level handling unit where the difference occurred.


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Picking and Putaway of Pre-Picked Handling Units

! Pre-picked handling units can be putaway again. (Transaction LT0I: Pick Mixed

Handling Units; transaction LT0H: Putaway Mixed Handling Units).


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# Describe goods issue processes using handling units and warehouse management

You are now able to

Goods Issue Processes with Handling Units: Summary


Sales and Distribution Processes with Handling Units Activities

Unit: Sales and Distribution Processes with

Handling Units Topic: Picking with Handling Units

At the conclusion of these exercises, you will be able to • Perform picking of packed materials.

As well as the pump T-H-##, the company also sells its individual components to customers.

1-1 A.I.T. GmbH (customer account number 1400) orders two pumps T-H-## and twenty ball bearings T-K2-##. 1-1-1 Create the order (order type OR � standard order). 1-1-2 Create an outbound delivery with reference to this sales order

(shipping point 1000).

Move the selection date for the delivery creation date (determined using shipment scheduling in the order) forward a week.

1-2 Production always packs two pumps T-H-## onto one pallet PK-HUM. These handling units are then putaway in warehouse number 1##. Component T-K2-## was packed 100 pieces to a carton at the time of the inbound delivery, and has been putaway as such.


1-2-1 Check the stocks of both materials from the Warehouse Management view.

1-2-2 From the display, go to the storage unit and the handling unit views.

1-3 During picking for the outbound delivery, a complete storage unit/handling unit with T-H-## can be withdrawn. To pick the required partial quantity of T-K2-## however, you need to use a pick-handling unit. To simplify the pick process, you configure automatic pick-handling unit assignment in Customizing. 1-3-1 Make the required settings in Customizing. 1-3-2 Create a transfer order for the outbound delivery.

1-3-3 Confirm the transfer order. Check whether your settings for

automated pick-handling unit assignment have taken effect.

1-3-4 Display both handling units for the outbound delivery. 1-3-5 Post the goods issue for the outbound delivery.

Sales and Distribution Processes with Handling Units Solutions

Unit: Sales and Distribution Processes with

Handling Units Topic: Picking with Handling Units

1-1 A.I.T. GmbH (customer account number 1400) orders two pumps T-H-## and twenty ball bearings T-K2-##.

1-1-1 Sales order:


Menu path: Logistics → Sales and Distribution → Sales → Order → Create

Field Name or Data Type Values Order type OR Sold-to party 1400 PO number (Any) Material T-H-## Order quantity 2 Material T-K2-## Order quantity 20

Save the order.

1-1-2 Outbound delivery: Menu path: Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Outbound Delivery → Create → Single Document → With Reference to Sales Order Shipping point: 1000 Selection date: Today�s date + 1 week Save the outbound delivery.

1-2 Production always packs two pumps T-H-## onto one pallet PK-HUM. These handling units are then putaway in warehouse number 1##. Component T-K2-## was packed 100 pieces to a carton at the time of the inbound delivery, and has been put away as such.

1-2-1 Stock overview in Warehouse Management: Menu path: Logistics → Logistics Execution → Internal Whse Processes → Bins and Stock → Display → Total Stock per Material (Warehouse Management)

1-2-2 Details for storage unit and handling unit


Menu path: Logistics → Logistics Execution → Internal Whse Processes → Bins and Stock → Display → Total Stock per Material (Warehouse Management) From the stock overview, go to the Bin Stocks, and from there go to the storage bin master data. In the Stocks per Storage Bin field, select the material line and choose Storage Unit. From the handling unit display you can go to the storage unit by choosing HU Stock.

1-3 During picking for the outbound delivery, a complete storage unit/handling unit with T-H-## can be withdrawn. To pick the required partial quantity of T-K2-## however, you need to use a pick-handling unit. To simplify the pick process, you configure automated pick-handling unit assignment in Customizing.

1-3-1 Customizing Settings: Menu path: Display SAP Reference IMG → Logistics - General → Handling Unit Management → Basics → Warehouse Management → Define Control for Automatic Pick HU Creation Copy the entry for warehouse number 001, storage types 035/916, then overwrite the warehouse number with your warehouse number 1##. Save your entries.

1-3-2 Transfer order: Menu path: Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Picking → Create Transfer Order → Single Document Choose Generate TO Item and save the transfer order.

1-3-3 Confirm the transfer order Menu path:


Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Picking → Confirm Transfer Order → Single Document → In One Step The system proposes a pick-handling unit. Save the transfer order.

1-3-4 Display handling units: Logistics → Central Functions → Handling Unit Management → Display of HUs → For Outbound Delivery

1-3-5 Goods issue posting: Menu path: Logistics → Logistics Execution → Outbound Process → Goods Issue for Outbound Delivery → Post Goods Issue → Outbound Delivery Single Document


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# Serial Numbers

# Inspection Lots

# Batches

Contents:

Quality Assurance and Handling Unit Management


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# Use the basic options and procedures for quality assurance in connection with Handling Unit Management.


Quality Assurance and Handling Unit Management: Unit Objectives


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Quality Assurance and Handling Unit Management: Course Overview Diagram


BasicsBasics







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# In the model company, the individual pieces of many products in the production process receive a serial number that is used to uniquely identify them. Quality Management (QM) inspection procedures are also used.

Quality Assurance and Handling Unit Management: Business Scenario


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Serial Number Management with Handling Units: Basics

Serial NumberProfile Material

Master Record

Serial NumberMaster Record

SerializationProcedure

HUSL

! A serial number, which can also be assigned to the material number, uniquely

identifies a single piece of a material in connection with the material number. ! Serial number management is available in various subfunctions within the SAP

system. This means that serial numbers are used, for example, in production and maintenance processing, but also in Inventory Management, Quality Management, and Sales and Distribution.

! To work with serial numbers, you must first create a serial number profile in Customizing. This profile controls serial number assignment in the company's various business transactions. You then enter the profile key into the master records for all materials whose serial numbers should be assigned using this profile (Views: Sales and Distribution: Gen./Plant, Work Scheduling, or Gen. Plant Data/Storage 2). You can create serial number master records based on materials. The system uses this as a basis to generate a "pool" of serial numbers, which can then be accessed during a business transaction.

! If you want to be able to call serial numbers from handling units, then the serial number profile must contain a serialization procedure with the key "HUSL" ("Maintain handling unit"). (Serialization procedures control the assignment and/or usage of serial numbers in various documents and postings, for example, in production orders or deliveries).


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Serial Number Management with Handling Units: Details

! You can display the serial numbers of materials packed in handling units by

choosing Serial Numbers on the Content/Total Content tab page. If the material has been packed or repacked several times, then you can only call up its serial number using the handling unit in which the material currently resides.

! When picking partial quantities or serialized materials from handling units, you must enter the serial numbers of the individual pieces to be picked.

! When the goods receipt is posted, the serial numbers for the delivered materials are copied into the outbound delivery. You can then display the serial numbers in the document by choosing Extras from the menu.

! If you use Handling Unit Management, you can also perform a delivery split by serial numbers.


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Quality Inspection with Handling Units

Delivery Inspection Lot


"Q"

UsageDecision

Transfer Posting"Q" to "Unrestricted-

Use"

! If you want to use Quality Management in addition to Handling Unit Management,

you must make the following settings in the material master and in Customizing. $ Material master: The system uses the inspection types defined in the inspection

settings within the Quality Management view to control, for example, automatic generation of inspection lots. For the combination of Handling Unit Management and Quality Management, you can use the inspection types Inspection at Goods Receipt for Purchase Order (01) and Final Inspection at Goods Receipt from Production (04). You must activate the Check the HU field. $ Customizing: You must also reset the deactivate indicator for Quality Management

of individual movement types controlled using a table in Inventory Management Customizing within Handling Unit Management.

! When you create an inbound delivery for a purchase order, the system generates inspection lots for each delivery item. The inspection lots are assigned to the handling units that were created for the delivery item. You can call up this assignment from the handling unit itself, as well as from the inspection lot. The goods receipt posting is made with reference to the delivery. Finally, you make the usage decision. Depending on the results of the inspection, the quality inspection stocks are transfer posted into the unrestricted-use stock.


SAP AG 2001

Batch Management with Handling Units

Batch 4711

123456 123456123456 123456 123456123456 123456 123456123456 123456 123456123456

Handling units 4801 through 4812

! You can call up the batch of the packed material using the handling unit. ! Materials for a batch can be distributed across several handling units. A handling

unit can contain several batches of a material. ! Handling units do not require any characteristics.


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# Use the basic options and procedures for quality assurance in connection with Handling Unit Management.

You are now able to

Quality Assurance and Handling Unit Management: Summary


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Conclusion


BasicsBasics







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Course Objectives

You are now able to

# Describe the range of functions available in Handling Unit Management.

# Make basic Customizing settings for using Handling Unit Management.

# Illustrate subprocesses involving handling units in procurement and Sales and Distribution.


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Recommended Follow-Up Activities

# Go through the exercises using IDES data or your own data.

# Read on-line documentation

# Read IMG documentation

# Read release notes


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# Additional slides

Contents:

Appendix


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Database Indexes

# Are you searching for handling units?Yes: Activate indexes or create your own

No: No activities

If you want to search in the Handling Unit Monitor for handling units for a certain material with plant/storage location restrictions, or if you want to call the handling unit overview from transaction MMBE, you need to create an index of MATNR, WERKS, and LGORT for the handling unit item VEPO.

If you are working without packing instructions, or if you only use the latter for creating handling units, you should not create or activate an index containing these packing instructions.

# Standard Indexes:! EXIDV - Identification number

! VPOBJ, VPOBJKEY - Assigned object

# You should create an index OBJECT OBJKEY in table VEVW.

# Basic rule: The more indexes there are for a table, the slower the access to the database (read and write).