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© RGL Consultancy aug. 2010 WM customizing v0 www.rglconsultancy.nl 1 / 37 WM Customizing CONTENTS : Page 1) Introduction 2 2) Create new storage locations for plant 2 3) Create new warehouse 3 4) Warehouse Management Customizing 4 1 - Master Data 5 2 – Strategies 15 3 – Activities 19 4 – Interfaces 29 Appendix A: Overview of WM customizing folder 36

WM Customizing

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WM Customizing

CONTENTS: Page

1) Introduction 2

2) Create new storage locations for plant 2

3) Create new warehouse 3

4) Warehouse Management Customizing 4

1 - Master Data 5

2 – Strategies 15

3 – Activities 19

4 – Interfaces 29

Appendix A: Overview of WM customizing folder 36

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1) Introduction In this document the customizing of a simple warehouse in SAP R/3 will be demonstrated. In a separate

document setup of the material master data and testing of the functionality will be shown.

Let’s assume we have a Distribution Centre which receives pallets and boxes of goods from different

vendors and distributes pallets and boxes of goods to several customers.

Further let’s assume that the physical warehouse is made up of several rows of the following high racks :

Level:

04 04

03 03

02 02

01 01

00 00

Row: 01 02 ……

The new warehouse will be setup in an SAP R/3 ECC 6.0 environment.

Warehouse 001 will be used as reference to create the new warehouse named DE1.

Use will be made of some of the storage types already defined for warehouse 001 in the standard system.

Each rack will be divided as follows:

1) Fixed bins for box picking : Storage Type 005

Level 00(ground level) of each rack will be used for materials which are fast moving and are picked

in boxes.

2) Pallet bins for full pallet picking : Storage Type 001

Level 03 and 04 of each rack will be used for materials which are packed in full pallets.

3) Bins for picking either Pallets or Boxes : Storage Type 002

Level 01 and 02 of each rack will be used for these materials, which have no fixed bins.

To keep time for replenishment of fixed bins short, storage type 001 will be divided into sectors, each sector

consisting of 2 rows. For storage types 002 and 005 one sector will be used, namely RND(random bins)

and FXD(fixed bins).

The 3 storage types and the Putaway strategy will be configured such that:

A) Fixed bin are replenished first.

B) All full pallets go first to storage type 001.

C) All partial pallets go to storage type 002.

The 3 storage types and the Picking strategy will be configured such that:

A) All partial pallet picks come from storage type 005 first , than from 002.

B) From storage type 001 only full pallets can be picked and from storage type 002 full and partial

pallets can be picked.

The remaining part of this document will show the relevant customizing settings to create and configure

this new warehouse DE1.

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2) Create new storage locations for plant

Create storage location 1000 for existing plant 1000: Call up the customizing transaction as follows:

Menu Path IMG → Enterprise Structure → Definition → Materials Management → Maintain

storage location

Tr. code / Table OX09 / T001L

For later use, also create the following storage locations are created:

1001 : Customer Returns

1002 : Vendor Returns

1003 : Damaged/Scrap

1009 : Partner sloc. HU

2000 : Warehouse HUM

3) Create new warehouse

Create new warehouse DE1: Call up the customizing transaction as follows:

Menu Path IMG → Enterprise Structure → Definition → Logistics Execution → Define, copy,

delete, check warehouse number → Copy/delete/check warehouse number

Tr. code / Table EC09 / -

Enter from warehouse and to warehouse no., then click on button

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Maintain warehouse no. description: Call up the customizing transaction as follows:

Menu Path IMG → Enterprise Structure → Definition → Logistics Execution → Define, copy,

delete, check warehouse number → Define warehouse number → Maintain

warehouse description

Tr. code / Table - / T300

Assign warehouse number to plant/storage location:

Call up the customizing transaction as follows:

Menu Path IMG → Enterprise Structure → Assignment → Logistics Execution → Assign

warehouse number to plant/storage location

Tr. code / Table - / T320

4) Warehouse Management Customizing

I will go thru most customizing steps and just show the settings made. Some were copied from warehouse

001, some are changes and some are new.

Steps which are considered not relevant in scope of the tests are skipped.

Below is a screenshot from the IMG of the warehouse management module.

The folders which will be explored are: Master Data , Strategies, Activities and Interfaces.

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1 - Master Data

Main path = IMG → Enterprise Structure → Logistics Execution → Warehouse Management → Master Data

Define Control Parameters for Warehouse Number:

Call up the customizing transaction as follows:

Menu Path Main path → Define Control Parameters for Warehouse Number

Tr. code / Table - / T300

Changes to standard warehouse 001, will be marked where possible with red circles, as shown above.

Define Number Ranges:

Call up the customizing transaction as follows:

Menu Path Main path → Define Number Ranges

Tr. code / Table OMLW / T340D

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Define Storage Type:

Call up the customizing transaction as follows:

Menu Path Main path → Define Storage Type

Tr. code / Table - / T301

Above list shows the unchanged storage types.

Following storage types will be used to fulfil the design requirements set on page 1 and are renamed as

follows:

001 High-rack storage PAL

002 High-rack storage PAL/BOX

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003 Open storage (to function as an overflow for storage type 002).

005 Fixed bin storage BOX

These 4 storage types are changed(see red circles), while all other storage types will be used unchanged.

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Define Storage Sections: Call up the customizing transaction as follows:

Menu Path Main path → Define Storage Sections

Tr. code / Table - / T302

As indicated, storage type 001 will be divided into sections consisting of 2 rows each, in order to store

replenishment material as close as possible to the fixed bin material to keep replenishment time low.

One could also use 4 rows per section, for example.

As only 4 rows(01 – 04) will be used, only 2 sections are than needed.

In addition one section is created for the following storage types:

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Define Picking Areas:

Call up the customizing transaction as follows:

Menu Path Main path → Define Picking Areas

Tr. code / Table - / T30A

The following are created:

Define Doors : Skipped.

Define Material Staging Areas : Skipped.

Storage Bins

Main path = IMG → Enterprise Structure → Logistics Execution → Warehouse Management → Master Data →

Storage Bins

Define Storage Bin Types:

Call up the customizing transaction as follows:

Menu Path Main path → Define Storage Bin Types

Tr. code / Table - / T303

Define Blocking Reasons:

Call up the customizing transaction as follows:

Menu Path Main path → Define Blocking Reasons

Tr. code / Table - / T330

Define Storage Bin Structure:

Call up the customizing transaction as follows:

Menu Path Main path → Define Storage Bin Structure

Tr. code / Table - / T343

Deleted existing entries and created following new entries.

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Material

Define Storage Type Indicators: Call up the customizing transaction as follows:

Menu Path Main path → Material → Define Storage Type Indicators

Tr. code / Table - / T305

The below indicators are kept the others deleted.

Define Storage Unit Types: Call up the customizing transaction as follows:

Menu Path Main path → Material → Define Storage Unit Types

Tr. code / Table - / T307

Created the following 3 new entries:

Define Storage Section Indicators: Call up the customizing transaction as follows:

Menu Path Main path → Material → Define Storage Section Indicators

Tr. code / Table - / T304

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Define Special Movement Indicators:

Call up the customizing transaction as follows:

Menu Path Main path → Material → Define Special Movement Indicators

Tr. code / Table - / T306

Define Bulk Storage Indicators: Call up the customizing transaction as follows:

Menu Path Main path → Material → Define Bulk Storage Indicators

Tr. code / Table - / T338

2 - Strategies

Main path = IMG → Enterprise Structure → Logistics Execution → Warehouse Management → Strategies

Activate Storage Type Search: Call up the customizing transaction as follows:

Menu Path Main path → Activate Storage Type Search

Tr. code / Table OMLY / -

Storage type ind.: Skipped

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Table T334T

Table T333

Table T334U

Activate Storage Section Search: Call up the customizing transaction as follows:

Menu Path Main path → Activate Storage Section Search

Tr. code / Table OMLZ / -

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Table T304

Table T334B

Table T331

Activate Storage Bin Type Search:

Call up the customizing transaction as follows:

Menu Path Main path → Activate Storage Bin Type Search:

Tr. code / Table - / -

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Table T303

Table T307

Table T334E

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Table T334P

Table -

Define Sort Sequence for Putaways (Cross-line Stock Putaway): Call up the customizing transaction as follows:

Menu Path Main path → Define Sort Sequence for Putaways (Cross-line Stock Putaway) →

Definition of Sort Field in Storage Bin Tr. code / Table OMLM / T343I

Main path → Define Sort Sequence for Stock Removal (Picking) : Skipped.

Main path → Putaway Strategies : Skipped.

Main path → Stock Removal Strategies : Skipped.

3 - Activities

Main path = IMG → Enterprise Structure → Logistics Execution → Warehouse Management → Activities

Transfers

Define Requirement Types:

Call up the customizing transaction as follows:

Menu Path Main path → Transfers → Define Requirement Types

Tr. code / Table OMNF / T308

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Define Shipment Types:

Call up the customizing transaction as follows:

Menu Path Main path → Transfers → Define Shipment Types

Tr. code / Table - / T333A

Define Movement Types Call up the customizing transaction as follows:

Menu Path Main path → Transfers → Define Movement Types

Tr. code / Table - / T333

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Some entries were updated with newly created interim storage bins.

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Define Stock Transfers and Replenishment Control:

Call up the customizing transaction as follows:

Menu Path Main path → Transfers → Define Stock Transfers and Replenishment Control →

Define Replenishment Control for Storage Type Tr. code / Table - / T331

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Set Up Autom. TO Creation for TRs / Posting Change Notices: Call up the customizing transaction as follows:

Menu Path Main path → Transfers → Set Up Autom. TO Creation for TRs / Posting Change

Notices Tr. code / Table OMKZ / -

Table T333M

Table T333N

Set Up 2-step Picking for Transfer Requirements: Call up the customizing transaction as follows:

Menu Path Main path → Transfers → Set Up 2-step Picking for Transfer Requirements →

Transfer requirement control

Tr. code / Table - / T326

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Menu Path Main path → Transfers → Set Up 2-step Picking for Transfer Requirements →

Transfer type control

Tr. code / Table - / T333

Processing Performance Data / TO Split : Skipped.

Confirmation: Call up the customizing transaction as follows:

Menu Path Main path → Transfers → Confirmation

Tr. code / Table OMLX / -

Table T336

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Table T331

Table T333

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Define Print Control: Call up the customizing transaction as follows:

Menu Path Main path → Define Print Control

Tr. code / Table OMLV / -

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Physical Inventory : Skipped.

Docks : Skipped.

Define Transaction Parameters : Skipped.

4 - Interfaces Main path = IMG → Enterprise Structure → Logistics Execution → Warehouse Management → Interfaces

Inventory Management

Define Storage Location Control: Call up the customizing transaction as follows:

Menu Path Main path → Inventory Management → Define Storage Location Control →

Control of Assignment "Plant / Stor.Loc. - Whse Number"

Tr. code / Table - / T320

Define Storage Location Control → Stor. Location Control in Warehouse Mgmt :Skipped.

Call up the customizing transaction as follows:

Menu Path Main path → Inventory Management → Define Storage Location Control →

Storage loc. ref.

Tr. code / Table - / T324

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Define Movement Types: Call up the customizing transaction as follows:

Menu Path Main path → Inventory Management → Define Movement Types → Assign WM

Movement Type References to IM Movement Types

Tr. code / Table - / T156S

LE-WM Interface to Inventory Management:

Call up the customizing transaction as follows:

Menu Path Main path → Inventory Management → Define Movement Types → LE-WM

Interface to Inventory Management Tr. code / Table OMLR / T321

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Define Posting Changes:

Call up the customizing transaction as follows:

Menu Path Main path → Define Posting Changes

Tr. code / Table - / T333U

Generate Interim Storage Bins : Skipped.

Activate Automatic TO Creation: Call up the customizing transaction as follows:

Menu Path Main path → Activate Automatic TO Creation

Tr. code / Table OMKX / -

Allow Negative Stocks in Interim Storage Types

Call up the customizing transaction as follows:

Menu Path Main path → Allow Negative Stocks in Interim Storage Types → Allow negative

stock for each storage type

Tr. code / Table - / -

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Goods Movement (IM) Not Allowed for Storage Types:

Call up the customizing transaction as follows:

Menu Path Main path → Goods Movement (IM) Not Allowed for Storage Types

Tr. code / Table - / -

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Shipping

Define Shipping Control: Call up the customizing transaction as follows:

Menu Path Main path → Shipping → Define Shipping Control → Define Shipping Control at

the Movement Type Level

Tr. code / Table - / -

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Call up the customizing transaction as follows:

Menu Path Main path → Shipping → Define Shipping Control → Shipping Control per

Warehouse Number Tr. code / Table - / T340D

Call up the customizing transaction as follows:

Menu Path Main path → Shipping → Define Shipping Control → Define Control for

Automatic Creation of Pick Hus

Tr. code / Table - / T319

Call up the customizing transaction as follows:

Menu Path Main path → Shipping → Define Shipping Control → Requirement Types of

Delivery Documents Tr. code / Table - / T308

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Two-Step Picking: Call up the customizing transaction as follows:

Menu Path Main path → Shipping → Two-Step Picking

Tr. code / Table - / T326

Define Quality Management: Call up the customizing transaction as follows:

Menu Path Main path → Define Quality Management → Define Inspection Sample Control

Tr. code / Table - / T325

Call up the customizing transaction as follows:

Menu Path Main path → Define Quality Management → Activate QM Interim Storage Type

Search

Tr. code / Table - / T334T

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Appendix A: Overview of WM customizing folder

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