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SAP
Stock Counts and Goods Issue
Feb 2018
Welcome!
Introduction
• Attendance Sheet
• Washrooms
• Fire exits
• Refreshments
Expectations
• Ask questions
• One speaker at a time
• Respect others
• Turn off/silence phones
• Computers are for course
exercises
• Have fun!
Feb 2018
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Welcome!
Prerequisites
• SAP Navigation (online)
• Supply Chain Overview (online)
Feb 2018
P
The Parking Lot
Feb 2018
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Course Objectives
After completing this course, you should be able to:
– Describe how the stock count and goods issue process fits
within inventory management
– Perform a unit stock count using a count sheet
– Transfer material between storage locations
– Charge material to a cost center
– Process a transfer to return storage location material
Feb 2018
New Terms & Concepts
Refer to the “Terms & Concepts” sheet
Feb 2018
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Course Modules
Feb 2018
Module
Feb 2018
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Inventory Management Overview
After completing this module, you should be able to:
– Describe how the stock count and goods issue process fits
within inventory management
Feb 2018
Inventory Management
• For each physical stock material stocked in a unit storage
area, certain information is maintained in SAP, including:
– A maximum quantity (MAX) to be stocked in storage
– A reorder point (ROP) that determines when the material
needs to be reordered
– An assigned bin location to store the material
Feb 2018
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Maximum Quantity and Reorder Point
Feb 2018
MAX
ROP
Inventory Management Overview
Feb 2018
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Inventory Management Overview
Feb 2018
Inventory Management: Goods Issue
Feb 2018
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Review Questions
1. What inventory management information is maintained in
SAP for each stock material stocked in a storage area?
2. At what point does SAP generate an order to replenish
stock?
3. What information does SAP use to determine if stock
requires replenishment?
Feb 2018
Module
Feb 2018
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Stock Count and Goods Issue
After completing this module, you should be able to:
– Perform a unit stock count using a count sheet
• Print a count sheet from SAP
• Record counted values on a count sheet
• Enter counted values into SAP
Feb 2018
Stock Count and Goods Issue
Feb 2018
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Prepare for Count
Feb 2018
Determining When to Count
• Managers, in conjunction with Material Handling, determine
the timing and frequency of unit stock counts
Feb 2018
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Counting Stock
What information do you need to perform a unit stock count of
your on-hand inventory?
Feb 2018
✓ Items that can be counted
✓ Material numbers
✓ Material locations
Storage Location (SLoc) Count Sheet
• The storage location (SLoc) count sheet:
– Is printed from SAP
– Contains information to assist with your count
– Lists stock items to count
– Is used to record and enter counted quantities into SAP
Feb 2018
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Feb 2018
T-code: ZMM_GI Generate & Print a Count Sheet
• Refer to job aid:
− Process Goods Issue Posting
Activity 1: Demo
Perform Count
Feb 2018
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Determining What to Count
• It is up to you as the counter to decide whether to include:
– All materials, or
– Only those that appear to be below their ROP
Feb 2018
Feb 2018
Perform Count Using Count Sheet
• Refer to sample count sheet
Activity 2: Exercise
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Enter Count Values
Feb 2018
Entering Count Values in SAP
• When using a count sheet, counted values must be:
– Clearly recorded on the count sheet
– Accurately entered into SAP
Feb 2018
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Feb 2018
T-code: ZMM_GI Process Goods Issue Posting
Activity 3: Exercise
• Refer to job aid:
− Process Goods Issue Posting
Goods Issue Posting
• Generate and Print Ward Count Sheet
• Process Goods Issue Posting
Feb 2018
Complete the ZMM_GI SAP Watch/Try
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Review Questions
1. What information is included on the count sheet?
2. When do you perform your unit stock count?
Feb 2018
3. How do you determine what items to include in your unit stock count?
Replenish Stock
Feb 2018
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Issue Material to the Cost Center
• After the count values are entered in SAP, the system:
– Compares the system quantity on-hand to the counted
quantity on-hand, and
– Expenses the difference between the system quantity on-
hand and the counted quantity on-hand to the SLoc’s cost
center
Feb 2018
Material Requirements Planning (MRP)
• For each SLoc, SAP’s Material Requirements Planning
(MRP) runs automatically according to a set schedule in
order to:
– Determine the stock that needs to be replenished
– Calculate the replenishment quantity
– Create a replenishment proposal to order the stock
Feb 2018
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Stock Replenishment
• For each stock material that is below its ROP, MRP creates
a replenishment proposal for the difference between:
– The available stock, and
– The MAX quantity
Feb 2018
ROP = 6
Order Rounding
Feb 2018
MAX = 12
ROP = 6
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Replenishment Sources
• Material can be replenished from different sources
Feb 2018
VendorIIL (Intermediary
Inventory Location)Warehouse
Pharmacy Satellite
Replenishment Proposal Types
• The type of replenishment proposal created is based on the
material’s replenishment source
Feb 2018
REPLENISHMENT SOURCE REPLENISHMENT PROPOSAL
Vendor Requisition (external)
IIL / Pharmacy Satellite Requisition (internal)
Warehouse-Managed (WM)
Warehouse (e.g. HSC)Requisition (internal)
Inventory-Managed (IM)
Warehouse (e.g. Grace Hospital)Reservation
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MRP List
• SAP can display an MRP view for a specific material and
area based on the last MRP run, which includes:
• This allows you to see the status of orders created through
the MRP process
Feb 2018
✓ Quantity in storage
✓ Orders pending arrival
✓ Outstanding reservations for IM-managed warehouse
(e.g. Grace Hospital)
✓ Outstanding requisitions (external vendor)
✓ Outstanding requisitions (internal) for WM-managed
warehouse (e.g. HSC)
Feb 2018
T-code: MD05 Display MRP List
Activity 4: Demo
• Refer to job aid
− Display MRP List
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Non-Stock Replenishment
• For non-stock items, a requisitioner must use SAP to
create a:
– Requisition for externally procured items
– Requisition for non-stock items procured internally from a
WM-managed warehouse (e.g. HSC)
– Reservation for non-stock items procured internally from an
IM-managed warehouse (e.g. Grace Hospital)
Feb 2018
Routine Usage of Non-Stock
• A material that is considered non-stock for the SLoc may be
changed to a stock material if:
– It is routinely used, and
– A request to add the item to the SLoc inventory is completed
Feb 2018
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Site Inventory Change Request form
• The Site Inventory Change Request form is used to
adjust SLoc stock requirements
– Add routinely used non-stock material to SLoc stock
– Increase or decrease the MAX or ROP for an item
• T-code ZMM_ROPC can be used to determine the
optimum MAX/ROP for SLoc materials
– Delete materials no longer required for the unit
– Change bin coding
Feb 2018
Material Reporting and Tracking
• You can display a report to check the status of orders for
materials that are replenished from an internal source
• Provides the ability to track and analyze orders from one
single screen to help troubleshoot common situations
Feb 2018
Complete the ZMM_MART Watch/Try
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Review Questions
1. Which materials does MRP replenish?
2. What does MRP do based on your counted stock values?
3. What change can be made for routinely used non-stock
items?
Feb 2018
Module
Feb 2018
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Transfers
After completing this module, you should be able to:
– Transfer material between storage locations
– Charge material to a cost center
Feb 2018
Stock Transfers
• Two scenarios exist for storage location stock transfers
within a plant:
Feb 2018
SCENARIO 1 SCENARIO 2
Material is stocked in both the
issuing and receiving SLocs.
Material is stocked only in the
issuing SLoc and the receiving
unit does not stock it.
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Scenario 1: SLoc to SLoc Transfer
Scenario 1:
• Transferring material stocked at both the issuing and
receiving SLoc:
– Completed as a one-step transfer in SAP
Feb 2018
Receiving
SLoc
Issuing
SLoc
Feb 2018
T-code: MIGO (311) Process Transfer Posting
• Refer to job aid:
− Process SLoc to SLoc Material Transfer
Activity 5: Exercise
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SLoc to SLoc Transfer: Results
• Once the transfer is completed in SAP, the:
– Issuing SLoc stock is immediately decreased
– Receiving SLoc stock is immediately increased
Feb 2018
Receiving
SLoc
Issuing
SLoc
Scenario 2: Goods Issue for Cost Center
Scenario 2:
• Issuing material stocked at the issuing SLoc, but not the
receiving SLoc:
– Completed as a goods issue for cost center in SAP
– Suggestion for keeping track: Have a sheet on the SLoc wall
or check communication book to track transfers between
SLocs
Feb 2018
Receiving
SLoc
Issuing
SLoc
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Feb 2018
T-code: MIGO (201) Process Goods Issue
Activity 6: Exercise
• Refer to job aid:
− Process Goods Issue for Cost Center or Internal Order
Goods Issue for Cost Center: Results
• Once the goods issue is completed in SAP, the:
– Issuing SLoc stock is immediately decreased
– Receiving SLoc cost center is charged for the material(s)
Feb 2018
Receiving
SLoc
Issuing
SLoc
Cost Center
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Transfers and Unit Stock Counts
Note: All transfers occurring overnight need to be entered into
SAP prior to performing the next unit stock count!
• Any material transfers that are not processed in SAP before
the count remain in the issuing SLoc’s inventory
Feb 2018
Review Questions
1. What are the two SLoc stock transfer scenarios?
2. What happens after a transfer is completed in SAP
between two SLocs that keep a material?
3. In what situation must goods be issued to
the cost center for a receiving SLoc?
Feb 2018
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Module
Feb 2018
Returns
After completing this module, you should be able to:
– Identify when a material stock status needs to be changed
– Process a transfer to return storage location material
Feb 2018
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Returning Stock Material
• Stock materials may need to be returned from an SLoc for a
variety of reasons:
– Damage
– Wrong item ordered/Shipped
– Recall
– Patient has been discharged or transferred
– Material was part of a trial
• For materials in an SLoc inventory, there are a couple of
steps to follow before a return can be completed
Note: Expired materials will not be accepted for returns to the warehouse
Feb 2018
Stock Status
• There are a number of statuses that can be assigned to
stock materials
– In SAP, stock can be moved from one status to another by
performing a transfer posting transaction
• When dealing with a return, you need to be concerned with
two statuses: unrestricted use and blocked
Feb 2018
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Returns and Blocked Stock Status
• Material that is being returned must be:
– Transferred into blocked status
– Transferred to the warehouse returns (WRTN) SLoc
• This removes the quantity from your inventory and:
– Places it on “hold” in the WRTN SLoc
– Prevents the quantity in blocked status from being expensed
when the next count is performed
Feb 2018
Correcting a Return Error
• If you transfer a quantity of SLoc material into the WRTN
SLoc and blocked stock status by mistake, it must be:
– Transferred back into unrestricted use status
– Transferred back to your SLoc
• This places the quantity back into your on-hand inventory
so that it can be expensed when the next count is
performed
Feb 2018
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Feb 2018
T-code: MIGO (344) Process Transfer for Return
Activity 7: Exercise
• Refer to job aid:
− Process Transfer for SLoc Material Return
Return Completion
• After the material that is being returned has been
transferred into blocked status for the WRTN SLoc,
– Complete the Returns Shipping Bill form located on Insite
Feb 2018
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Material Source
• The completed form must be emailed to the:
– Purchasing Dept. for returns to a vendor
– Warehouse for returns to the warehouse
• SAP can be used to determine if the material source is:
– A vendor, or
– The warehouse
Feb 2018
Feb 2018
T-code: MM03 Determine Order Type
Activity 8: Exercise
• Refer to job aid:
− Determine Order Type
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Course Summary
Having completed this course, you should be able to:
✓ Describe how the stock count and goods issue process fits
within inventory management
✓ Perform a unit stock count using a count sheet
✓ Transfer material between storage locations
✓ Charge material to a cost center
✓ Process a transfer to return storage location material
Feb 2018
On-the-job Support & Resources
Feb 2018
Insite (SAP)
SAP Help Menu: MIGOSAP Help Menu: ZMM_GI
New User Support Guide
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Please complete the online survey…
Feb 2018
https://www.surveymonkey.com/r/SAPILT
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