2 Enterprise Structure - Definition
2.1 Define Valuation Level
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Enterprise
Structure ®Definition ® Logistics general ® Define Valuation LevelTransaction Code OX14
Configuration Description
Here we specify the level at which material stocks are valuated. We have used the Plant level since the application component Production Planning (PP) and Costing are being used.
Depending on the valuation level chosen, accounting data (in particular the valuation price) is maintained for each plant or for each company code in the material master record.
If material stocks are valuated at company code level, all plant stocks of a material are managed in a joint stock account for each company code.
If material stocks are valuated at plant level, the material stocks for each plant can be managed in different accounts. We can define a separate account determination for each plant.
2.2 Define Plant
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Definition ® Logistics general ® Define, copy, delete, check plant
Transaction Code SPRO
Configuration Description
As a part of the Logistics Organizational Structure, Plants are defined in SAP. The ‘Plant’ is an operating area or a branch or a location within a company. Each 'Plant' is assigned to a single 'company code'. A 'company code' can have several 'Plants'.In case of ITZ Pvt. Ltd., the various 'Plants' are assigned to each 'company code'. Configuration of One Plant is depicted here, (for list of all please refer to MM KDS Document)
2.3 Maintain Storage Location
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Definition ® Materials Management ® Maintain Storage Location
Transaction Code OX09
Configuration Description
A storage location is the place where stock is physically kept within a plant. There may be one or more storage locations within a plant. A storage location has the following attributes:
A storage location has a description and at least one address.It is possible to store material data specific to a storage location.Stocks are managed only on a quantity basis and not on a value basis at
storage location level.Physical inventories are carried out at storage location level.
Configuration of Storage Locations under One Plant is depicted here, (for list of all please refer to MM KDS Document)
2.4 Maintain purchasing organization
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Definition ® Materials Management à Maintain Purchasing Organization
Transaction Code SPRO
Configuration Description
At this node we configure the Purchasing Organization .The purchasing organization is the highest level of aggregation (after the organizational unit "client") for purchasing statistics.In case of ITZ One single Purchase Organization is created as under :
3 Enterprise Structure Assignments3.1 Assign Plant to Company Code
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Assignment ® Logistics general ® Assign Plant to Company Code
Transaction Code SPRO
Configuration Description
A Plant needs to be assigned to one of the Company Codes, the relation is always one to one i.e. One Plant can be assigned to only one company code All the plants can’t be shown here(for complete list refer MM KDS document)
3.2 Assign purchasing organization to company code
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Assignment ® Logistics general ® Assign purchasing organization to company code
Transaction Code SPRO
Configuration Description
In this node we assign the Purchasing Organization to the company code under which it works.In case of ITZ the Purchasing Organization is Central, so it is not assigned to any Company Code
3.3 Assign purchasing organization to Plant
Menu path Implementation Guide for R/3 Customizing (IMG) ® Enterprise
Structure ®Assignment ® Logistics general ® Assign purchasing organization to Plant
Transaction Code SPRO
Configuration Description
In this step we assign purchasing organizations to the plants for which they are responsible.In case of ITZ since it operates with Centralized Purchasing Org. we have assigned the Purchasing Org. to all the plants defined as of now
3.4 Assign standard purchasing organization to plant
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Enterprise Structure ®Assignment ® Logistics general ® Assign standard purchasing organization to plant
Transaction Code SPRO
Configuration Description
If several purchasing organisations procure for a certain plant, we can define one of them as the standard purchasing organization for the transactions "pipeline procurement", "consignment" and "stock transfers". In source determination for stock transfers and consignent, the system automatically utilizes this standard purchasing organization. In the case of goods issues of pipeline materials, the purchasing info records of the standard purchasing organization are read. In ITZ, we have not defined this Setting as we are using single Purchasing Organisation
4 General Logistics 4.1 Assign Fields to Fields Selection Groups
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Field Selectionà Assign Fields to Fields Selection Groups
Transaction Code OMSR
Configuration Description
Assignment of Material Master Fields is required to define whether a field is hidden or displayed, or whether an entry is mandatory or optional in material master maintenance, it is always advisable to work with Standard SAP settings, but for few business requirement some assignments are changed to new field selection groups defined as per reserved name space. in case of ITZ, some of the list of changed entries is as given below:
Field Name Description Changed Field GrpMVKE-MVGR1 Material group 1 211MVKE-MVGR2 Material group 2 211MVKE-MVGR3 Material group 3 211
4.2 Maintain Field Selection for Data Screens
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Field Selectionà Maintain Field Selection for Data Screens
Transaction Code OMS9
Configuration Description
In this step we define the nature of a Field belonging to a particular Field Selection Group wrt the Screen Reference of a Material Type. Steps involved are :
Selecting the field selection group.Select the field selection option (hide, display, required entry, or Optional
entry) for each field reference as required.
4.3 Maintain Company Codes for Materials Management
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Basic Settingsà Maintain Company Codes for Materials Management
Transaction Code OMSY
Configuration Description
This activity is done for making a Company Code relevant for materials Management and to define the starting posting period This is a prerequisite for creating a Material Master
4.4 Define Attributes of Material Types
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Logistics - General à Material
Master à Basic Settingsà Material Typesà Define Attributes of Material TypesTransaction Code OMS2
Configuration Description
Material type is analogous to the family of a material master; all the important attributes of a material are governed by settings in the material type. To be precise it governs :
1. 1. Number range pattern and nature (external/internal)2. 2. Hide/optional fields in the material master3. 3. Valuation Control at valuation area level (ultimately used to derive G/L)4. 4. Control on Production/Purchase
4.5 Define Number Ranges for each material types
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Basic Settingsà Material Typesà Define Number Ranges for each Material Types
Transaction Code MMNR
Configuration
In this step, we have defined the type of number assignment and the number range intervals for material master records. When creating a material master record,
Description
system must assign it a unique number. There are two ways of doing this:
internal number assignmentIn this case, a number within the number range interval allowed is assigned by the SAP system.external number assignment
Here, the user assigns a number within the number range interval allowed. We can define the intervals for external number assignment numerically and alphanumerically.
We have defined the number range intervals for so-called groups. We assign one or more material types to each group.
If we assign just one material type to a group, we can define both an internal and an external number range interval for the material type.
If we group together more than one material type, we can define an internal and an external number range interval here too. This allows several material types to have the same number range intervals.
4.6 Define Attributes of system messages
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Basic Settingsà Define Attributes of system messages
Transaction Code OMT4
Configuration Description
When processing material master records, the system issues a number of system messages containing important user information. In this activity, we define how the SAP system handles these messages. We have the following options:
The message can be suppressed.The message can be displayed as a warning.The message can be displayed as an error message. (can’t be
surpassed) For ITZ requirement Message Numbers MM189 & 312 are changed as Error message We are using Standard SAP Messages.
4.7 Define Material Groups
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Logistics -
General àMaterial Master à Settings for Key Fieldsà Define Material GroupsTransaction Code OMSF
Here we define the Groups for Materials & Services, This Grouping shall be defined keeping in mind the reporting requirement of the company for analysing Purchases,
Configuration Description
Consumptions, Stocks etc, Setting is just a table entry, few records are shown in the screen shot, for complete list refer to the MM KDS document or the actual system node
4.8 Define External Material Groups
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Logistics - General àMaterial Master à Settings for Key Fieldsà Define External Material Groups
Transaction Code SPRO
Configuration Description
Here we define the Groups for giving an extra key for filtering, sorting the list of materials from a criterion other than Material groupingIn case of ITZ we have not used External Material Groups
4.9 Initialize Period
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Logistics -
General àMaterial Master à Toolsà Initialize PeriodTransaction Code MMPI
Configuration Description
This Transaction can be used to initialize the period in materials management , i.e. it opens the already closed period (thru Txn : MMPV), but opening a period has serious implications on data consistency in SAP so as recommended by SAP Follow the instructions in Note 487381 before initialization
5 Materials Management – Consumption based Planning5.1 Activate MRP for MRP Areas
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àConsumption-based Planning à Master Data à MRP Areas àActivate MRP for MRP Areas
Transaction Code SPRO
Configuration Description
This setting is required if we want to have planning at a level other than plants i.e. either of Storage location / at Subcontractor level.An MRP area represents an organizational unit for which we can perform material requirements planning separately.An MRP area can include one or several storage locations of a plant or a subcontractor. We can define MRP areas in a plant.For ITZ Ltd., we have not used MRP Areas.
5.2 Define MRP Areas
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àConsumption-based Planning à Master Data à MRP Areas àDefine MRP Areas
Transaction Code SCAL
Configuration Description
Here we define the MRP areas for a plant for which we would like to carry out material requirements planning separately.When creating an MRP area, we enter the number, which must have at least 5 digits to avoid any overlapping with the plant MRP area, the description and the MRP area type
In case of ITZ we have not defined MRP area
Important : If MRP area is activated Conversion of Planning file entries needs to be run in every new System Client through Report RMDBVM00 in Txn : SE38 The conversion report causes the system to create a new planning file. In addition, the system creates MRP area for the existing plants. These MRP areas do not, however, affect the way material requirements planning is carried out. The number for plant MRP areas is identical to the plant number and therefore consists of four digits. The conversion of the current planning file (table MDVM) to the new planning file (table DBVM) is a prerequisite for carrying out material requirements planning with MRP areas.
6 Materials Management – Purchasing6.1 Define Attributes of System Messages
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à Environment Data à Define Attributes of System Messages
Transaction Code SPRO
Configuration Description
In Purchasing, certain system messages containing important information for users may be issued from time to timeIn this step, we can specify whether the SAP System:
Suppresses the relevant informationIssues it as a warning messageIssues it as an error message
In the case of an error message, processing cannot be continued until user input has been corrected For ITZ requirement, messages (as a change from standard) are configured as
given below:
6.2 Define Purchasing Value Keys
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à Material Master à Define Purchasing Value Keys
Transaction Code SPRO
Configuration Description
With Purchasing value key we can control following functions by using it in the material master purchasing view, purchasing value key governs:
The issue of reminders and urging letters (expediters) with respect to nearly due and overdue deliveries
The admissibility of over- and under deliveries ("overages" and "under ages")
Order acknowledgment requirements for PO itemsShipping/packaging instructions
This data appears as default data in purchasing documents and is taken from the material master record (unless a purchasing info record exists, in which case it is taken from the info records).
6.3 Entry Aids for Items without a Material Master
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à Material Master à Entry Aids for Items Without a Material Master
Transaction Code SPRO
Configuration Description
In this step we assign In this step, we can assign a purchasing value key and a valuation class to a material group.
The assignment of a purchasing value key default values for reminder levels etc. in purchase order items without a material master record and without an info record.The assignment of a valuation class to a material group enables the system to determine different accounts for the individual material groups.
For ITZ we have maintained Valuation Classes in the accounting view of the materials.
6.4 Create Purchasing Groups
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing à Create Purchasing GroupsTransaction Code SPRO
Configuration Description
It’s a key for a buyer or group of buyers responsible for certain purchasing activities. useful in accessing information, controlling authorizations, setting up release strategies etc. for ITZ ‘s Requirement following groups are configured, configuration is a simple table entry but purchasing group has a
comprehensive use in all purchasing transactions/ documents 6.5 Define Document Types (RFQ/Quotation)
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing à RFQ/Quotation à Define Document TypesTransaction Code SPRO
Configuration Description
SAP manages RFQs and quotations as documents which are grouped into different document types., in this step we have :
Created new document typesDefined item intervalDefined admissible follow-on document typesAssigned document types to a number range groupDefined number range intervalChosen
internalexternal
ChosenThe update group determines how the data from the document header is updated in the statistics file.
Linkage determines which PR document types can be referenced for creating a particular RFQ document type
6.6 Define Text Types for Header Texts (RFQ/Quotations)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àRFQ /Quotations à Define Text Types for Header Texts
Transaction Code SPRO
Configuration Description
In this step we define different Texts which appear in RFQ/Quotation Headers, which are used to store information applicable for a particular RFQ documentWe have standard Header Text Types.
6.7 Define copying rules for Header Texts (RFQ/Quotations)
Menu path Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àRFQ /Quotations à Define copying rules for
Line Texts (RFQ/Quotations)Transaction Code SPRO
Configuration Description
In this step we define copying rules for different header Texts which appear in RFQ/Quotation Line ItemsCopying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, contracts) to the header text of the RFQ. We link text types in the RFQ with text types in other objects. System can adopt header texts from the following objects:
RFQ / QuotationContractScheduling agreementVendor master
We can also specify whether the adopted text can be edited in the destination document or not. This type of setting is more useful in PO Header Texts
6.8 Define document types (Purchase Requisitions)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à Purchase Requisitions à Define document types (Purchase Requisitions)
Transaction Code SPRO
Configuration Description
SAP manages Purchase Requisitions as documents which are grouped into various document types., in this step we have :
Created new document typesDefined item intervalDefined admissible follow-on document typesAssigned document types to a number range groupDefined number range intervalChosen
internalexternal
ChosenThe update group determines how the data from the document header is updated in the statistics file.
Above linkage governs which type of PO can be created using PR of a particular type
6.9 Release Procedure with Classification (Purchase Requisitions)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing à Purchase Requisitions à Release Procedure àProcedure with Classification à Set Up Procedure with Classification
Transaction Code SPRO
Configuration
In this step, we have set up the release procedure with classification. Purchase Requisition release is the process in which Purchase Requisition is
Description approved and released by HOD of concern department for request of required material or services specified in Purchase Requisition. Once the Purchase Requisition is approved and released then Purchase Order or RFQ will be created for that material or services against same Purchase Requisition. Configuration involves following elements in sequence: Release Group:Specify for the release group either "overall release" or "item-wise release" Release codes:The Release Code is a two-character ID allowing a person to release (approve) a requisition.(analogous to approver code) Release Indicators: A release indicator shows the release status of a purchase requisition Release Indicators also involve:Field selection keyvia the field selection key, we can specify which fields in a purchase requisition with this release indicator can be changed or must be populatedChanges after start of release process
With the Changeability indicator, we can specify the effects of changes to a requisition. For example, certain changes may require a new release strategy to be determined for the requisition.
Via the Value change field, we can cause the release strategy to be re-started if the value of a purchase requisition item is increased by more than a certain percentage (e.g. 10%). To do so, set the Changeability indicator to "4 - Changeable, new release in case of new strategy or value change" and enter a percentage in the Value change field. Release Strategy The Release Strategy defines the approval process for Purchase Requisitions. The strategy specifies the release codes which are necessary and the sequence in which releases have to be affected. We can define a maximum of eight release codes i.e. 8 Levels of approval.
Release Prerequisites indicate the sequence in which a Purchase Requisition must be approved via the release codes. (In ITZ case release is parallel(either / or so indicators are kept blank) Release Status indicates the affect after the release by a particular release code Release Values These values need to be maintained in every client manually, this forms the basis on which release strategy is triggered for a PR.An important prerequisite for this is to create Class & Characteristics in class type 032 Characteristics for Release Strategy Create the Characteristics required for release strategy as master data thru transaction CT04, here the most important setting is to attach the characteristics to corresponding field of structure CEBAN attach it to the structure Class for Release Strategy Create the class as master data thru transaction CL02 and attach the Characteristics created earlier to the class
6.10 Define Number Ranges (Purchase Orders)
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase order à Define Number RangesTransaction Code OMH6
Configuration Description
In this step we define number ranges for Purchase order document types, (defined separately in customizing), this setting also includes number ranges for other external purchasing documents i.e. for Contracts/Scheduling Agreements and RFQs.
There are two ways of doing this:
internal number assignment
In this case, a number within the number range interval allowed is assigned by the SAP system.external number assignment
Here, the user assigns a number within the number range interval allowed. We can define the intervals for external number assignment numerically and alphanumerically. In case of ITZ all the documents are assigned with internal number ranges with the exception for document type “Legacy Open P.O”, as it was required to retain the legacy P.O number for this case. go in change mode and define the intervals as shown:
6.11 Define Document types (Purchase Orders)
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase Orders à Define document typesTransaction Code SPRO
Configuration Description
SAP manages Purchase Orders as documents which are grouped into various document types., in this step we have :
Created new document typesDefined item intervalDefine allowable item categoriesDefined admissible follow-on document typesAssigned document types to a number range groupDefined number range intervalChosen
internalexternal
ChosenThe update group determines how the data from the document header is updated in the statistics file.
Above linkage governs which type of PR can be referenced created while creating a particular Contract document type
6.12 Set Tolerance Limits for Price Variance
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase order à Set Tolerance Limits for Price Variance
Transaction Code SPRO
Configuration Description
When processing a purchase order, the system checks whether the effective price of a PO item shows variances compared with the valuation price stored in the material master record. In addition, it checks whether the specified cash discount value is admissible.Variances are allowed within the tolerance limits. If a variance exceeds a tolerance limit, the system issues a warning or error message. In SAP, the types of variance are represented by the tolerance keys. For each tolerance key, we can define percentage and value-dependent upper and lower limits per company code.
PE Price variance, PurchasingTolerance limit for system message no. 207. This message
appears if the specified effective price exceeds the predefined tolerances when compared with the material price.
SE Maximum cash discount deduction, PurchasingTolerance limit for system message no. 231. This is a warning
message, which appears when the specified cash discount percentage exceeds the predefined tolerances.
6.13 Release Procedure for Purchase Orders
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase Order à Release Procedure for Purchase Orders
Transaction Code SPRO
Configuration Description
In this step, we have set up the release procedure for Purchase Orders(this also covers the process for other external purchasing documents e.g. contracts/scheduling agreements)Purchase Order release is the process in which PO is approved and released by HOD of concern department for request of required material or services specified in PO. Once the Order is approved and released then GR can be created against the PO In case of ITZ, Release strategy is used in case of all purchases. Configuration involves following elements in sequence: Release Group:Release groups are created for each type of purchasing Release codes:The Release Code is a two-character ID allowing a person to release (approve) a requisition.(analogous to approver code) Release Indicators: A release indicator shows the release status of a Purchase Order
Release Indicators also involve:Changeability IndicatorWith the Changeability indicator, we can specify the effects of changes to a POdocument. For example, certain changes may require a new release strategy to be determined for the requisition.
Via the Value change field, we can cause the release strategy to be re-started if the value of a purchase order is increased by more than a certain percentage (e.g. 10%). To do so, set the Changeability indicator to "6 - Changeable, new release in case of new strategy or value change" and enter a percentage in the Value changefield.Release Strategy The Release Strategy defines the approval process for PO. The strategy specifies the release codes which are necessary and the sequence in which releases have to be affected. We can define a maximum of eight release codes i.e. 8 Levels of approval. Release Prerequisites indicate the sequence in which a Purchase Requisition must be approved via the release codes. (In ITZ case release is by a single authority so there are no prerequisite involved) Release Status indicates the affect after the release by a particular release code Release Values These values need to be maintained in every client manually, this forms the basis on which release strategy is triggered for a PO.An important prerequisite for this is to create Class & Characteristics in class type 032 Characteristics for Release Strategy Create the Characteristics required for release strategy as master data thru transaction CT04, here the most important setting is to attach the characteristics to corresponding field of structure CEKKO And attach it to the structure Class for Release Strategy Create the class as master data thru transaction CL02 and attach the Characteristics created earlier to the class
6.14 Define Screen Layout at Document Level
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase Orders à Define Screen Layout at Document Level
Transaction Code SPRO
Configuration Description
In this step we define the attributes of various fields contained in a field selection key (defined for a document type) inside which various fields are grouped into fields selection groups.Steps involved in the process are :
Selecting the field selection key (defined for a document type)Select the field selection option (hide, display, required entry, or Optional
entry) for each field inside a field selection group reference as required. Select a field selection key and set the attributes inside as shown: get inside a field group and choose the attributes settings can be made similarly for other fields in various other groups as & when required
6.15 Define Text Types for Header Texts (Purchase Orders)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase Order à Define Text Types for Header Texts
Transaction Code SPRO
Configuration Description
In this step we define different Texts which appear in Purchase order header, these are used to store information applicable for a particular PO document
6.16 Define copying rules for Header Texts (Purchase Order)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase Orders à Define copying rules for Header Texts
Transaction Code SPRO
Configuration Description
In this step we define copying rules for different header Texts which appear inPurchase Order HeadersCopying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, contracts, RFQ) to the header text of the Purchase Order. We link text types in the PO with text types in other objects. System can adopt header texts from the following objects:
RFQ / QuotationContract
Scheduling agreementVendor masterPurchase Requisition
We can also specify whether the adopted text can be edited in the destination document or not. Currently we are not maintaining any copying rule for header texts
6.17 Define Text Types for Item Texts (Purchase Orders)
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àPurchase Order à Define Text Types for Item TextsTransaction Code SPRO
Configuration Description
In this step we define different Texts which appear in Purchase order item level, these are used to store information applicable for a particular PO document line item
6.18 Define copying rules for Item Texts (Purchase Order)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPurchase Orders à Define copying rules for Item Texts
Transaction Code SPRO
Configuration Description
In this step we define copying rules for different item Texts which appear inPurchase Order ITEMCopying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, contracts, RFQ) to the header text of the Purchase Order. We link text types in the PO with text types in other objects. System can adopt header texts from the following objects:
RFQ / QuotationPurchase RequisitionPurchase Info recordContractMaterial master
We can also specify here whether the adopted text can be edited in the destination document or not. maintain the rules for a text as under
6.19 Define Document Types (Contracts)
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àContracts à Define Document TypesTransaction Code OMH6
Configuration
SAP manages Contracts as documents which are grouped into various document types., in this step we have :
Created new document types
Description
Defined item intervalDefine allowable item categoriesDefined admissible follow-on document typesAssigned document types to a number range groupDefined number range intervalChosen
internalexternal
ChosenThe update group determines how the data from the document header is updated in the statistics file.
In case of ITZ, use of Contracts and Scheduling agreements is very minimal so we have retained and used standard SAP document types Above linkage governs which type of PR can be referenced created while creating a particular Contract document type
6.20 Define Screen Layout at Document Level (Contracts)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àContracts à Define Screen Layout at Document Level
Transaction Code SPRO
Configuration Description
In this step we define the attributes of various fields contained in a field selection key (defined for a document type) inside which various fields are grouped into fields selection groups.Steps involved in the process are :
Selecting the field selection key (defined for a document type)Select the field selection option (hide, display, required entry, or Optional entry) for
each field inside a field selection group reference as required. Select a field selection key and set the attributes inside as shown: get inside a field group and choose the attributes settings can be made similarly for other fields in various other groups as & when required
6.21 Define Text Types for Header Texts (Contracts)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àContracts à Define Text Types for Header Texts
Transaction Code SPROIn this step we define different Texts which appear in Contract header,
Configuration Description
these are used to store information applicable for a particular Contract document
6.22 Define copying rules for Header Texts (Contracts)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àContracts à Define copying rules for Header Texts
Transaction Code SPRO
Configuration Description
In this step we define copying rules for different header Texts which appear inContract HeadersCopying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, Contract, RFQ) to the header text of the Contract. We link text types in the PO with text types in other objects. System can adopt header texts from the following objects:
RFQ / QuotationContractVendor master
We can also specify whether the adopted text can be edited in the destination document or not. We are maintaining Standard Text and copying Rules for Header Texts
6.23 Define Text Types for Item Texts (Contracts)
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àContracts à Define Text Types for Item TextsTransaction Code SPRO
Configuration Description
In this step we define different Texts which appear in Contract item level, these are used to store information applicable for a particular Contract document line item
6.24 Define copying rules for Item Texts (Contract)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àContracts à Define copying rules for Item Texts
Transaction Code SPRO
Configuration Description
In this step we define copying rules for different item Texts which appear inContract HeadersCopying rules are used to determine which texts can be adapted from other objects (for example, vendor master records, contracts, RFQ) to the header text of the Contract. We link text types in the Contract with text types in other objects. System can adopt header texts from the following objects:
RFQ / Quotation
Purchase RequisitionContractPurchase Info recordMaterial master
We can also specify here whether the adopted text can be edited in the destination document or not. maintain the rules for a text as under
6.25 Define External Confirmation Categories
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConfirmations à Define External Confirmation Categories
Transaction Code SPRO
Configuration Description
Notification from the vendor to the recipient regarding the status of a purchase order., In case of ITZ , CONFIRMATIONS are not being used Confirmation categories are defined to symbolize the key for a type of confirmation
6.26 Define Internal Confirmation Categories
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConfirmations à Define Internal Confirmation Categories
Transaction Code SPRO
Configuration Description
In this step, we assign an external confirmation category to each internal confirmation category.Internal Categories are for system controls.
6.27 Set Up Confirmation Control
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àConfirmations à Set Up Confirmation ControlTransaction Code SPRO
Configuration Description
In this step, we assign an external confirmation category to each internal confirmation category.Internal Categories are for system controls. As shown all the conformation categories are relevant for MRP, but the last one is relevant to GR also, which means that when a GR is made against the P.O line item it will get defaulted with qty of last conf. category
6.28 Define Access Sequence
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination Process à Define Access Sequence
Transaction Code SPRO
Configuration Description
Access sequence is an important element of pricing determination. It is the Order in which the system searches through the condition tables when searching for particular condition records. The search order goes from specific condition records to general condition records.
A. E.G. Access sequence is made up of condition table (the level at which data is stored)In the access sequence shown system will search for the record from first to last table in sequence. (e.g. if Custom duty % for a material is maintained at all the three levels i.e. Incoterms-plant-maerial / Plant-Material / Plant-Material Type level , then system will take the record from 1st available level only i.e. Incoterms-plant-maerial in this case)Each condition table is defined as an combination of fields for data access and is assigned to different condition types ( In case of ITZ , we are not maintaining any access sequence),
6.29 Define Condition Types
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination Process à Define Condition Types
Transaction Code M/06
sConfiguration Description
In this step we have defined condition types.The condition types are used to represent pricing elements such as prices, discounts, surcharges, taxes, or delivery costs in the SAP. These are stored in the system in condition records.For condition types for which we want to maintain conditions with their own validity period we have specified an access sequence. (e.g. for all import duty conditionsImportant Settings Condition type include:Condition Class: Defines nature of condition as Prices / surcharge / discounts etc.Calculation type: Defines nature of condition unit i.e. Amount type / Percentage / Qty etcCondition Category : e.g. Packaging, Cost , Tax, Delivery Costs(requiring extra vendor at condition level)Access Sequence : Allows condition records to be maintainedHeader Condition : Allows usage at Header level of Purchasing documentAccruals : Makes a condition irrelevant to net price calculation i.e. excluded from tax base
6.30 Define Calculation Schema
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination Process à Define Calculation Schema
Transaction Code M/08In this step, we have defined the calculation schemas.
Configuration Description
In MM area, a calculation schema is a framework of steps used to calculate pricing in as purchasing documentAnalogous to this is referred to in the Sales and Distribution (SD) area as a pricing procedure.In the calculation schema (pricing procedure), we specify which condition types are to be taken into account in which sequence.In the price (or cost) determination process, the SAP System automatically determines which calculation schema is valid for a business transaction and takes into account, one after another, the condition types it contains.In case of ITZ we have defined schemas all starting with Z*, these will get derived in different types of purchasing documents as per the rule explained in Schema determination configurationSelect one of the schema and see the control data as shown below:Important keys in defining Schema are as under:Step No. & Counter: For determination the sequence of conditions and to act as a base for calculations with in conditionFrom- To : Base for calculation of condition value, this is only relevant for % type of conditionsStatistical: Makes a condition non-relevant to account postingsSubtotal: Used to pass the condition value in to fields of P.O item tables and other pricing structureRequirement : Used for validating Condition value determination using small ABAP written formulaeBase Type: Here a Formula for determining the condition basis as an alternative to the standard.Accrual key: for deriving a separate account during GR / Invoice postings
6.31 Define Schema Group
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination Process à Define Schema Group
Transaction Code SPRO
Configuration Description
Every External Purchase document derives Calculation Schema from a combination of Purchasing Organization and Vendor, to simplify data maintenance for this process SAP works with grouping concept. So all the purchasing org. are grouped in to a Schema group and Vendors requiring same pricing stricture are grouped into a Schema group , now for the combination of these , system derives the pricing schemas Click on a row to enter : the other part i.e. vendors are assigned with schema group in vendor master
6.32 Define Schema Determination
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination Process à Define Schema determination
Transaction Code SPRO
Configuration Description
In this step we have defined the determination of Pricing schema for different type of Purchasing documents and for Stock transport orders For standard purchase orders(depending on the schema group of the vendor and the purchasing organization)For stock transport orders(depending on the supplying plant, the document type and the schema group of the purchasing organization) select first item ,
and second item6.33 Define Transaction Event keys
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination Process à Define Transaction Event keys
Transaction Code SPRO
Configuration Description
In this step, we have defined transaction/event keys for condition types involving provisions.This enables the system to find the relevant account for provisions (for accrued delivery costs or miscellaneous provisions, for example),We have assigned these transaction/event key to each condition type that is relevant to provisions in the step Define Calculation Schema. Select the 1st row Select second row, it displays the usage of key in schema
6.34 Maintain Condition Table
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àConditionsà Define Price Determination Process à Maintain Condition Table
Transaction Code SPRO
Configuration Description
In this step, we create custom tables, these table are used to store condition records for different condition types , for this these tables should be a part of access sequenceWith help of this we can derive prices, discounts and surcharges dependent on almost all the fields in a purchasing document.In a condition table, we specify the combination of fields for which we can
create condition records.As per SAP recommendation we should not change the condition tables that are included in the standard version of the SAP System.Check the extent to which we can use the condition tables that are supplied with the standard SAP System, for our tables we can only choose names between 501 and 999. If we make no entry, the system will automatically assign a consecutive number.For ITZ we have not defined any tables:Steps:For creating new condition tables. copy a similar condition table and proceed as follows:
Enter the name of the table we wish to create.Note that we can only choose names between 501 and 999. If we make
no entry, the system will automatically assign a consecutive number.Specify whether we wish to create the table with or without a validity
period.Enter the type of condition table (for example, transparent table).Enter a description for the condition table.From the list of allowed fields that are included in the field catalog and
which can be extended there, choose the desired fields for the condition table.Generate the new condition table.
IMP: All the fields that shall be used to pick up any condition value must be part of Header/Key field in the condition table.
6.35 Define Grid for Quantity Variances
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àStatistics àDefine Grid for Quantity VariancesTransaction Code SPRO
Configuration Description
For Purchasing information system for vendor performance the statistics is managed on the amount of quantity variances of vendors.The delivery quantity variance specifies in percent the variance between the purchase order quantity and the quantity actually delivered.This key figure is determined if an order item is completed and is updated for the entry date of the goods receipt or for the entry date of purchase order change.In this step we can determine four interval limits for every purchasing organization. Five intervals are then available to we for evaluation of vendors
6.36 Define Grid for Delivery Date Variance
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àStatistics àDefine Grid for Delivery dateTransaction Code SPRO
Delivery date variance data is used in statistics for evaluating vendor performance.
Configuration Description
The delivery date variance specifies the difference in days the difference between the statistically relevant delivery date and the date of the goods receipt.This key figure is updated during the goods receipt for the entry date.In this step we can determine four interval limits for every purchasing organization. Five intervals are then available to we for evaluation of vendors
6.37 Define Weighing keys
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àVendor Evaluation à Define Weighing keysTransaction Code SPRO
Configuration Description
In vendor evaluation criteria are weighted according to their importance through Weighing key.For example, the overall evaluation of a vendor is calculated from the scores awarded for the main evaluation criteria "price," "quality," and "delivery." The latter comprises "on-time delivery performance" and "quantity reliability."If we consider a vendor's price to be more important than quality, and quality to be more important than delivery, we can assign weights to the criteria in a ratio of three for price, two for quality, and one for delivery. This ratio is recorded in a weighting key.
6.38 Define Criterion (Vendor Evaluation)
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àVendor Evaluation à Define CriterionTransaction Code SPRO
Configuration Description
Here we have defined the criteria by which the system computes scores for vendors and specify whether the scores for the subcriteria are computed manually, semi-automatically, or automatically.Select One of the criterion and drilldown to sub criterion
6.39 Define Scope of List (Vendor Evaluation)
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management àPurchasing àVendor Evaluation à Define Scope of ListTransaction Code SPRO
Configuration Description
In this step we define various types of list, each representing different main criteria or the same main criteria in a different order.
In the standard system, the scope-of-list parameters 'standard' and 'version 1' are supplied as an example:
The parameter Standard provides the user with a ranking list of vendors by overall score. The main criteria are arranged in the order "Price", "Quality",
"Delivery", "General service/support” and "Externally performed service/work".The parameter Version 1 yields a ranking list of vendors sorted
according to the score for the main criterion "Price". Then follow the overall evaluation and the main criteria "General service/support", "Quality", "Delivery", and "Externally performed service/work".check the details of list inside
6.40 Maintain Purchasing Organization data
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àVendor Evaluation à Maintain Purchasing Organization data
Transaction Code SPRO
Configuration Description
Select a row and displays criterion for Purchasing OrganizationSub criterions for main criterionWeighing for a Purchasing Org.We have provided Equal Weighting to the Criteria as we have different weighing parameters for ITZPoint scores for a Purchasing Org.
6.41 Define Permissible Partner Roles per Account Group
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPartner Determination à Partner Rolesà Define Permissible Partner Roles per Account Group
Transaction Code SPRO
Configuration Description
Here we can specify for each account group of the vendor which roles the vendor may assume. Example we can specify that certain vendors may only serve as an ordering address, not as an invoicing party.
6.42 Define Partner Schemas (Vendor Master)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPartner Determination à Partner settings in Vendor Master recordsà Define Partner Schemas
Transaction Code SPRO
Configuration Description
Partner schemas allow us to group various partner roles. We can specify that certain roles in a schema are mandatory, i.e. cannot be changed after entry.For ITZ, Schema groups Z1 is definedselect a schema to detail the allowed partner functions
6.43 Assign Partner Schemas to Account Groups
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPartner Determination à Partner settings in Vendor Master recordsà Assign Partner Schemas to account groups
Transaction Code SPROHere we assign the already defined schema groups to vendor account groups
Configuration Description6.44 Define Partner Schemas (Purchasing Documents)
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPartner Determination à Partner settings in Purchasing documentsà Define Partner Schemas
Transaction Code SPRO
Configuration Description
Partner schemas allow us to group various purchasing documents for partner determination. We can specify that certain roles in a schema are mandatory, i.e. cannot be changed after entry.For ITZ, Schema group Z001 is definedSelect a Schema to detail the partner function allowed
6.45 Assign Partner Schemas to Document Types
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àPurchasing àPartner Determination à Partner settings in Purchasing documentsà Assign Partner Schemas to document types
Transaction Code SPRO
Configuration Description
In this step, we have assigned the partner schemas to the various types of purchasing document.As a result, only the roles of the schema in question can be maintained in documents of the relevant types.
7 Materials Management – External Services Management7.1 Define Service Category
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àExternal Services Managementà Service Master à Define Service Category
Transaction Code SPRO
Configuration Description
In this step, we define the service category.The service category is the most important criterion for structuringService master records. It provides a default value for the valuation
A. Classes. Service master records can be assigned to number ranges on the basis of the service category.
7.2 Define Number Ranges
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àExternal Services Managementà Service Master à Define Number Ranges
Transaction Code SPROIn this step, we define Number Ranges for each service category.
Configuration Description 7.3 Define Number Range for Service Entry Sheets
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àExternal Services Managementà Service Master à Define Service Category
Transaction Code SPRO
Configuration Description
In this step, we define the service category.The service category is the most important criterion for structuringService master records. It provides a default value for the valuation
A. Classes. Service master records can be assigned to number ranges on the basis of the service category.
7.4 Define Attributes of System messages
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management àExternal Services Managementà Service Master à Define Service Category
Transaction Code SPRO
Configuration Description
In External Services Management, a number of system messages containing important information for users may be issued. Users can process this information further. In this step, we can define whether the SAP System
Suppresses this informationIssues it in the form of a warningIssues it in the form of an error message
For ITZ requirement, additional messages no. SE 346 / 347 / 361 is activated asError along with other additional Standard SAP Messages
8 Materials Management – Inventory Mgmt. & Physical Inventory8.1 Plant Parameters
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials
Management ®Inventory Management and Physical Inventory ® Plant ParametersTransaction Code SPRO
Configuration Description
In this step, we make the general plant settings for ‘Inventory Management’. All settings are also contained in the individual steps of the Implementation Guide for Inventory Management.
If we have created a plant in the enterprise structure using the Copy plant function, we do not need to make any settings.
If we have created a plant manually, we have to create a new entry for the plant parameters.
8.2 Define Number Assignment for Accounting Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and Physical Inventory ® Number Assignment ® Define Number Assignment for Accounting Documents
Transaction Code OMBA
Configuration Description
In this step, we set the number ranges for the accounting documents which are created when goods movements or inventory differences are posted.
For accounting-relevant goods movements, the system creates two different documents:material documentaccounting document
Both the material documents and the accounting documents have their own document numbers. When inventory differences are posted, the system also creates an accounting document for the physical inventory document. In this step, we only maintain the number assignment for accounting documents. Accounting documents are split into document types to allow differentiated document number assignment, which is the basis for distinguishing between the various accounting operations. A number range is assigned to each document type. In a company code, we have to define number intervals for each number range and fiscal year. In inventory management, the transaction determines which document type is used.
Goods Issue Document Type
TCode Transaction text Type Description
MB05A. Subseq. Adjustmt: Act.Ingredient
Mat WE Goods receiptMB11 Goods Movement WA Goods issueMB1A Goods Withdrawal WA Goods issueMB1B Transfer Posting WA Goods issueMB26 Picking list WA Goods issueMBSU Place in Stor.for Mat.Doc: Init.Scrn MIGO_GI Goods Movement WA Goods issueMIGO_TR Transfer Posting WA Goods issue
Goods Receipt Document Type
TCode Transaction text Type DescriptionMB01 Post Goods Receipt for PO WE Goods receipt
MB04A. Subsequ.Adj.of
"Mat.Provided"Consmp. WE Goods receiptMB0A Post Goods Receipt for PO WE Goods receiptMB1C Other Goods Receipts WA Goods issueMB31 Goods Receipt for Production Order WE Goods receiptMBNL Subsequent Delivery f. Material Doc. MBRL Return Delivery for Matl Document MBSF Release Blocked Stock via Mat. Doc. WE Goods receiptMBSL Copy Material Document MBST Cancel Material Document MIGO_GO Goods Movement WE Goods receiptMIGO_GR Goods Movement WE Goods receiptMIGO_GSA. Subseq. Adjust. of Material Provided WE Goods receipt
Automatic Movements Document Type
TCode Transaction text Type DescriptionBMBC Batch Information Cockpit WA Goods issueBORGR GR Automotive WE Goods receiptBORGR_B GR Automotive: Posting WE Goods receiptBORGR_C GR Automotive: Clearing WE Goods receiptCAT5 Data Transfer CATS -> PS WA Goods issueCAT9 Data Transfer CATS -> PM/CS WA Goods issueCIP2 CC2: Update PDC messages WA Goods issueCIP3 CC3: Update PDC messages WA Goods issueCIP4 CC4: Update PDC messages WA Goods issueCIP5 CC5: Update PDC messages WA Goods issueCIPV Posting PDC records WA Goods issue
Physical Inventory Document Type
TCode Transaction text Type DescriptionMI07 Process List of Differences WI Inventory documentMI08 Create List of Differences with Doc. WI Inventory documentMI10 Create List of Differences w/o Doc. WI Inventory document
8.3 Define Number Assignment for Material and Physical Inventory Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and Physical Inventory ® Number Assignment ® Define Number Assignment for Material and Phys.Inv Documents
Transaction Code OMBT
Configuration Description
In this step, we maintain the number assignment for the following documents:material documentsphysical inventory documents
The number assignment for these documents is not to be confused with the number
assignment for accounting documents which we completed in the step Define number assignment for accounting documents. The number assignment for accounting documents depends on the document type which is allocated to the transaction. The number assignment for material documents and physical inventory documents depends on the transaction/event type which is also allocated to each transaction in Inventory Management. The transaction/event types are divided into groups of number ranges. A number range interval has to be defined for each group.
No From no. To number Status Ext01 0100000000 0199999999 0 02 4900000000 4999999999 4900002419 03 5000000000 5999999999 5000000219 04 0200000000 0299999999 0
NoteWe cannot change the transaction/event types. However, we can change the number range intervals or we can allocate transaction/event types to new groups.
SPRO-> IMG-> Materials Management-> Inventory Management and Physical Inventory-> Number Assignment-> Define Number Assignment for Material and Phys. Inv. DocsHer you ned to maintain the number ranges for the group attched to the key. If you want to maintain new number range intervals for an existing group:a) Choose Group -> Maintain.b) Select a group and choose Interval -> Maintain.c) Choose Edit -> Insert year.d) Maintain the number interval for the new fiscal year.
8.4 Define Number Assignment for Reservations
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Number Assignment ® Define Number Assignment for Reservations
Transaction Code OMJK
Configuration Description
In this step, we set up number assignment for reservations.The number assignment applies to all plants in the client.
NoteIf we create reservations with method CreateFromData1 (function module BAPI_RESERVATION_CREATE1), we can use the number range RB for an external number assignment.
8.5 Field Selection for Goods Movement/Initial Header Screens
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Field Selection for Goods Movement/Header Screens
Transaction Code OMJN
Configuration Description
In this step, we define the field selection for goods movements initial and header screens.Note that the field selection for the item screens depends on the movement type and is configured in separate steps. In this step, we specify whether the fields are input, mandatory, display or hidden.
8.6 Field Selection for MIGO
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Settings for Enjoy Transactions ®Settings for Goods Movements ® Field Selection for MIGO
Transaction Code OMJX
Configuration Description
Here we can:Hide the header data completely or hide particular fields that we do not requireHide pushbuttons that we do not requireDefine the Delivery note and Bill of lading fields as mandatory entries if we use
evaluated receipt settlementShow the GR/GI slip (GOHEAD-XABLN) field if we use GR/GI slip numbers (only
necessary in certain countries)Show the Plant (GODYNPRO-PO_WERKS) field if we require the ordering-plant
name for purchase-order-related goods movements as a selection criterion in addition to the purchase order number and item numberHide the print indicator if we do not want to print out GR/GI slips in Inventory Management
8.7 Field Selection per Movement Type
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Settings for Enjoy Transactions ®Settings for Goods Movements ® Field Selection per Mvt Type
Transaction Code SPRO
Configuration Description
In this step, we maintain all the settings for field selection by movement type. This step replaces the activity Define Screen Layout for the Enjoy transactions. The settings from Define Screen Layout are adopted in these settings automatically so that we do not need to maintain new entries here. We can specify for each field whether it is an optional entry or a mandatory entry. In the table, we see all fields that are visible. We can access the setting Field Invisible by deleting the appropriate entry from the table. There is no distinction between different special stock indicators in these entries. Special stock fields are always suppressed automatically.
8.8 Settings for Transactions and Reference Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Settings for Enjoy Transactions ®Settings for Goods Movements ® Settings for Transactions and Reference Documents
Transaction Code SPRO
Configuration Description
We can limit the number of selectable transactions (goods receipt, goods issue, and so on) and reference documents (material document, delivery note), and we can specify the movement type that the system is to propose for every reference document. If we need only certain transactions (for example, goods receipts or goods issues), we can choose from the following preset transactions: MIGO - Used to enter all goods receipts.MIGO_GR - Used to enter goods receipts from external procurement.MIGO_GO - Used to enter goods receipts for production orders.MIGO_GI - Used to enter goods issues. We can always display material documents.
Transaction MIGO; Actions Mentioned in the table
Action Active Action ActiveA01 A08 A02 A09 XA03 X A10 A04 X A11 A05 A06 A07 X
Reference Document Types (For details go to the path mentioned)
A. R
ef. Active MvTA. R
ef. Active MvTR01 X 101 R02 X R04 X 101 R03 X R05 101 R01 X 351R06 101 R08 X 261R07 101 R09 X 201R08 X 101 R10 X 201R09 501 R09 X R10 X 511 R10 X 301R02 X R10 X 303R03 X R02 X R02 X R10 X 305R02 X R01 X R02 X
8.9 Create Storage Location Automatically
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings®Create Storage Location Automatically
Transaction Code OMB2
Configuration Description
In this step, we specify whether the automatic creation of storage location data is allowed for goods issues and transfer postings. This is advisable if we work with negative stocks and a material's first movement may be an outward movement. Note that the reversal movement for a goods issue, for example, movement type 202 or 262, is not considered as an issue but as a receipt. If we only use the automatic creation of storage location data for reversals of goods issues, we do not have to allow negative stocks.We have to allow automatic creation per plant first of all. We then have to explicitly allow the creation of storage location data for each movement type. The storage location data is only created if the quantity is posted to 'standard' storage location stock. It is not created for receipts into a special stock (for example, into sales order stock).We are using standard movement types for automatic Storage Location Creation
8.10 Set Manual Account Assignment
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings® Set Manual Account Assignment
Transaction Code OMB6
Configuration Description
In the R/3 System, account assignment is predefined via the automatic account determination facility. When we enter material movements that are assigned to a cost account, we can enter the account number manually. In doing so, we change the account assignment predefined as offsetting entry for inventory posting.
MvT Acct MvT Acct201 309 -202 310 -292 311 -301 - 312 -302 - 313 -303 - 314 -304 - 317 -
8.11 Define Screen Layout
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings®Define Screen Layout
Transaction Code OMBW
Configuration Description
In this step, we set the field selection for the movement types including goods issues and transfer postings. When creating a goods movement, the field selection determines which fields
can be filled ( optional entry)must be filled (required entry)are suppressed fields
In Inventory Management, the field selection depends on the movement type. The field selection defined for a movement type is valid for entering goods movements and reservations.
Note
We do not maintain the input features of the G/L account and Reason fields here, but in the following steps:Manual account assignment (for the G/L account field)Reason (for the Reason field) CautionThe field selection for the movement type must correspond with the following field selections:field status definition of the G/L account to which postings are made (through the
field status group)field selection of the posting key
We must take care that a mandatory entry in the G/L account is also defined as a mandatory entry for the movement type.
8.12 Maintain Copy Rules for Reference Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings®Maintain Copy Rules for Reference Documents
Transaction Code SPRO
Configuration Description
In this step, we configure whether the items of the reference document are proposed as selected on the item selection list when entering a document with reference, or not. The user can delete the check marks manually on the item selection list if she/he does not want to adopt some items.
TCode Transaction text PrslMB11 Goods Movement XMB1A Goods Withdrawal XMB1B Transfer Posting X
8.13 Set up Dynamic Availability Check
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory Management and Physical Inventory ® Goods Issue/Transfer Postings ® Set up Dynamic Availability Check
Transaction Code OMCP
Configuration Description
In this step, we configure the dynamic availability check. In Inventory Management, two types of availability check are carried out.
availability check during the entry of reservationsavailability check during the entry of goods movements
The system checks whether the material to be withdrawn is available and issues a message, if necessary. The availability check is only carried out if:
the material master record contains a checking group for the availability check (MRP data)a checking rule is assigned to the transaction in Customizing
We can definefor each movement type which type of message is issued (object Movement type)which checking rules are supported (object Checking rule)per checking group and checking rule: which objects (documents, stocks, material
requirements) are included in the availability check (object Define checking rule)per transaction of Inventory Management: which checking rule applies (object Transaction
codes)
MvTA. Val.
update Qty update S Mvt Rec Cns Av201 P 201 X A201 X K A201 X P 201 X 201 X X A201 X X K A201 X X P 202 P 202 X P 202 X 202 X X
202 X X K 202 X X P 221 Q A221 Q P A221 Q L A221 Q L P A221 X A221 X K A221 X Q A221 X Q P A
This is an indicative table.
Checking Rule
ChR Description of checking rule01 Checking rule 0102 Checking rule 0203 Checking rule 03A SD orderAE SD order; make-to-order stockAQ SD order; project stockAV SD order; returnable packagingAW SD order; consignmentB SD deliveryBB SD delivery; customer stockBE SD delivery; make-to-order stockBO Backorder processingBQ SD delivery; project stockBV SD delivery; returnable packagingBW SD delivery; consignment
Define Checking Rule
Transaction Codes
TCode Transaction text ChR Checking ruleCO27 Picking list MB11 Goods Movement MB1A Goods Withdrawal 03 Checking rule 03MB1B Transfer Posting MB26 Picking list MIGO_GI Goods Movement MIGO_TR Transfer Posting
8.14 Generate Physical Inventory Documents for Goods Movements
Menu path Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Issue/Transfer
Postings®Generate Physical Inventory Documents for Goods Movements
Transaction Code OMCC
Configuration Description
In this step, we define for each plant and movement type whether a physical inventory document is automatically generated when posting a goods movement. We can create a physical inventory document in addition to the material document at the time of a goods movement. This function is important when inventory differences are posted from the Warehouse Management System. These inventory differences are thereby documented in Inventory Management with a physical inventory document. In order to create an inventory document in addition to a material document for a goods movement, the following conditions must be met: In the plant, we must define the transaction/event type WV for automatically generated physical inventory documents.We must define the document number assignment for this transaction/event type.Automatic generation of physical inventory documents must be allowed for the movement type.
MvT Idoc717 X718 X
The above list is indicative
8.15 Check Tolerance Limits
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Set Tolerance Limits
Transaction Code OMC0
Configuration Description
In this step, we set the tolerance limits for goods receipts. When processing a goods receipt, the system checks each item to determine whether the goods receipt varies from the purchase order or the material master data. The different types of variances are defined by tolerance keys. For each tolerance key, tolerance limits can be set per company code. The following variances are checked in Inventory Management:
Variance in the purchase order price quantity(Explanation)For this variance, two tolerance keys are provided:
Tolerance key B1 (error message)We use tolerance key B1 to define the maximum percentage variance.
If the variance is greater than the maximum variance, the system creates an error message. The user cannot post the goods receipt.
Tolerance key B2 (warning message)Tolerance key B2 defines the percentage variance from which a
warning message is to be issued. It is possible to post the goods receipt.Variance for the moving average price of the material
(Explanation)We use tolerance key VP to define the percentage variance from which a warning message is issued. This warning message indicates a price change.
8.16 Create Storage Locations Automatically
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Create Storage Locations Automatically
Transaction Code OMB3
Configuration Description
In this step, we specify whether the automatic creation of storage location data is allowed for goods receipts. This is advisable if we want to post a goods receipt without having to maintain the storage location view of the material master record in advance. We have to allow automatic creation per plant first of all. We then have to explicitly allow the creation of storage location data for each movement type. The storage location data is only created if the quantity is posted to 'standard' storage location stock. It is not created for receipts into a special stock (for example, into sales order stock).
8.17 Set Manual Account Assignment
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Set Manual Account Assignment
Transaction Code OMCH
Configuration Description
In the R/3 System, account assignment is predefined via the automatic account determination facility. When we enter goods receipts which are assigned to a cost account, we can enter the account manually. In doing so, we change the account assignment predefined as offsetting entry for inventory posting.
8.18 Define Screen Layout
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Define Screen Layout
Transaction Code OMCJ
Configuration Description
In this step, we set the field selection for the goods receipt movement types. When entering a goods receipt, the field selection controls which fields (account assignment fields) are
ready for input ( optional entry fields)have to be filled (required entry fields)suppressed fields
In Inventory Management, the field selection depends on the movement type.
8.19 Maintain Copy Rules for Reference Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Maintain Copy Rules for Reference Documents
Transaction Code SPRO
Configuration Description
In this step, we configure whether the items of the reference document are proposed as selected on the item selection list when entering a document with reference, or not. The user can delete the check marks manually on the item selection list if she/he does not want to adopt some items.
TCode Transaction text PrslMB01 Post Goods Receipt for PO XMB0A Post Goods Receipt for PO XMB1C Other Goods Receipts XMB31 Goods Receipt for Production Order XMBRL Return Delivery for Matl Document XMBSF Release Blocked Stock via Mat. Doc. XMBSL Copy Material Document XMBST Cancel Material Document X
8.20 Set Dynamic Availability Check
Menu pathImplementation Guide for R/3 Customizing (IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods Receipt ® Set Dynamic Availability CheckTransaction Code OMCM
Configuration Descripti
In this step, we configure the dynamic availability check. In Inventory Management, two types of availability check are carried out.
availability check during the entry of reservationsavailability check during the entry of goods movements
on The system checks whether the material to be withdrawn is available and issues a message, if necessary.
Movement Type
MvTA. Val.
updateQty update S Mvt Rec Cns Av
101 X Q B V 101 X Q B X 101 X Q B X P 101 X Q F 101 X Q F P 101 X B 101 X B A 101 X B V 101 X B X 101 X B X A 101 X B X V 101 X X B 101 X X B A
Checking Rule
ChR Description of checking rule01 Checking rule 0102 Checking rule 0203 Checking rule 03A SD orderAE SD order; make-to-order stockAQ SD order; project stockAV SD order; returnable packagingAW SD order; consignmentB SD deliveryBB SD delivery; customer stockBE SD delivery; make-to-order stockBO Backorder processingBQ SD delivery; project stockBV SD delivery; returnable packagingBW SD delivery; consignment
Transaction Code
TCode Transaction text ChR Checking ruleMB01 Post Goods Receipt for PO MB0A Post Goods Receipt for PO MB1C Other Goods Receipts 03 Checking rule 03MB31 Goods Receipt for Production Order 03 Checking rule 03MBNL Subsequent Delivery f. Material Doc. 03 Checking rule 03MBRL Return Delivery for Matl Document MBSF Release Blocked Stock via Mat. Doc. MBSL Copy Material Document 03 Checking rule 03MBST Cancel Material Document MIGO_GO Goods Movement MIGO_GR Goods Movement
8.21 Set “Delivery Completed” Indicator
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Set “Delivery Completed” Indicator
Transaction Code SPRO
Configuration Description
In this step, we can define that the R/3 System automatically suggeststhe delivery completed indicator for goods receipts if the delivered quantity lies
within the under/over-delivery tolerance The "delivery completed" indicator has the following effects:
The item is regarded as closed, even if the total quantity was not delivered.A further delivery is not expected, may, however, arrive.In the next goods receipt, the item appears on the selection list but has no
selection indicator.The item can be reorganized even if the total quantity has not been delivered.
NoteEven if the "delivery completed" indicator has not been set, an item is considered closed once the total quantity has been delivered. This means that the "delivery completed" indicator is not necessary in this case.
8.22 Set Expiration Date Check
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Goods Receipt ® Set Expiration Date Check
Transaction Code OMJ5
Configuration Description
In this step, we set the material shelf life expiration date check for goods receipts for each plant and movement type. PrerequisitesThe shelf life expiration date of a material can only be entered if:
the minimum remaining shelf life is maintained in the material master recordThe minimum remaining shelf life is the time the material must still be usable, so
that the goods receipt is accepted by the system. We can define the time unit the system uses in the storage data of the material master record in the ‘Period indicator’ field.
the shelf life expiration date check is active in the plantthe shelf life expiration date check is active for the movement type
No expiration date check has been activated for ITZ.
8.23 Create Storage Location automatically for automatic movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Automatic Movements ® Create Storage Locations automatically
Transaction Code OMJ8
Configuration Description
In this step, we specify whether the automatic creation of storage location data is allowed for automatic goods movements. This is advisable for goods movements via Shipping or when we post physical inventory differences, for example. We have to allow automatic creation per plant first of all. We then have to explicitly allow the creation of storage location data for each movement type.
The storage location data is only created if the quantity is posted to 'standard' storage location stock. It is not created for receipts into a special stock (for example, into sales order stock).
8.24 Set manual account assignment for automatic movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Automatic Movements ® Set manual account assignment for automatic movements
Transaction Code OMJ9
Configuration Description
Maintenance of this indicator is only useful in conjunction with movements for which a G/L account can be entered or is provided by the calling program. In the R/3 System, account assignment is predefined via the automatic account determination facility. When we enter material movements that are assigned to a cost account, we can enter the account number manually. In doing so, we change the account assignment predefined as offsetting entry for inventory posting.
MvT Acct MvT Acct121 601 131 602 132 603 -340 - 604 -341 - 621 -342 - 622 -543 - 623 -544 - 624 -545 - 631 -546 - 632 -
8.25 Define Screen Layout for automatic movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Automatic Movements ® Define Screen Layout
Transaction Code OMJA
Configuration Description In this step, we set the screen Layout for automatic movement types.
8.26 Generate Physical Inventory Documents for Goods Movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Automatic Movements ® Generate Physical Inventory Documents for Goods Movements
Transaction Code OMJC
Configuration Description
In this step, we define for each plant and movement type whether a physical inventory document is created automatically when a goods movement is posted. In conjunction with automatic movements, please also note that this indicator is not set for goods movements which are created from within a physical inventory since, in this case, the physical inventory document already exists. This applies to movement types 701 to 708.
8.27 Define Default Values for Reservations
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Reservations ® Define Default Values
Transaction Code OMBN
Configuration Description
In this step, we specify the default values for the following functions for each plant:allow goods movements for reservationsdelete reservationscreate storage-location stock data automatically for reservations
Allow movements for reservationsWe can only post a goods movement with reference to a reservation if the Movement allowed indicator is set in the reservation item. We are not using Reservations for ITZ. Delete reservationsThe management program sets the deletion indicator for reservation items whose requirements date is earlier than the number of days specified here.
Create storage-location stock data automatically for reservationsWhen this indicator is set, the storage-location stock data is automatically created when a reservation is posted. This applies both to planned outward movements and planned receipts.
8.28 Maintain Copy Rules for Reference Documents
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Reservations ® Define Default Values
Transaction Code SPRO
Configuration Description
In this step, we configure whether the items of the reference document are proposed as selected on the item selection list when entering a document with reference, or not. The user can delete the check marks manually on the item selection list if she/he does not want to adopt some items
8.29 Set Dynamic Availability Check for Reservations
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Reservations ® Set Dynamic Availability Check
Transaction Code OMB1
Configuration Description
In this step, we configure the dynamic availability check. In Inventory Management, two types of availability check are carried out.
availability check during the entry of reservationsavailability check during the entry of goods movements
The system checks whether the material to be withdrawn is available and issues a message, if necessary.
TCode Transaction text ChR Checking ruleMB21 Create Reservation 03 Checking rule 03MB22 Change Reservation 03 Checking rule 03
8.30 Default Values for Physical Inventory
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Physical Inventory ® Default Values for Physical Inventory
Transaction SPRO
Code
Configuration Description
In this step, we specify the following default values for physical inventory for each plant: Pre-settings for entering physical inventory documents
the stock type (unrestricted-use, in quality inspection, blocked)the indicator for batch determination (in the foreground or in the background)the unit of entry (stock keeping unit or unit of issue)
These indicators are suggested as default values when we enter a physical inventory document. But we can also change them there. Pre-settings for entering physical inventory documents
Reason for inventory differenceThe default value we specify here is only displayed when we enter an inventory
difference without reference to the corresponding document. But we can also change the default value here.Note:We only see this field when we enter inventory differences if we have activated it in the step Field selection for physical inventory.
8.31 Record Reasons for Goods Movements
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Movement Types ® Record Reasons for Goods Movements
Transaction Code OMBS
Configuration Description
In this step, we can carry out the following for each movement type:maintain the input status of the Reason fieldstore a key that gives a reason for the movement (for example, reason
for return delivery) and a corresponding text.When we enter a goods movement, we can only enter reasons which have been defined for the movement type here.
8.32 Copy, Change Movement Types
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Inventory Management and Physical Inventory ® Movement Types ® Copy, Change Movement Types
Transaction Code OMJJ
Configuration Description
In this step, we canchange the setting of existing movement typesdefine new movement types
When we enter a goods movement, we must always enter the movement type. The movement type has important control functions in Inventory Management. It is essential for
updating the quantity fieldsupdating the stock and consumption accountsselection of the fields used for entering documents
printing goods receipt/issue slips
9 Materials Management – Valuation and Account Assignment9.1 Split Valuation
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Valuation and Account Assignment ® Split Valuation ® Activate Split Valuation
Transaction Code OMW0
Configuration Description
You configure whether split valuation is allowed at your company. If you generally allow split valuation, this does not mean that you must valuate each material on this basis. You decide whether to do so or not for a particular material when creating the material master record.
9.2 Configure Split Valuation
Menu path
Implementation Guide for R/3 Customizing (IMG) ® Materials Management ®Valuation and Account Assignment ® Split Valuation ® Configure Split Valuation
Transaction Code OMWC
Configuration Description
In split valuation, we can distinguish between partial stocks of a material according to certain criteria and valuate them separately.
The material stock is divided according to valuation category and valuation type:
The valuation category determines how the partial stocks are divided, that is, according to which criteria.
The valuation type describes the characteristics of the individual stocks.
With the function "Setting" we can determine:which valuation categories exist in our company (global
categories)which valuation types exist in our company (global types)which valuation types belong to which valuation categorywhich valuation categories exist in a valuation area (local
categories) To select split valuation, proceed as follows:
1. 1. Determine the valuation categories and valuation types that are allowed for allvaluation areas:
Global valuation categories via menu "Goto --> Global Categories"Global valuation types via menu "Goto --> Global Types"
1. 2. Allocate the valuation types to the valuation categories.a) Select "Goto --> Global Categories".b) Position the cursor on a valuation category and select "Goto --> Global Categories --> Allocations --> Types->Category".c) Activate the valuation types you want.
1. 3. Determine the local valuation categories for each valuation area.
a) Select "Goto --> Local definitions".b) Position the cursor on a valuation area and select "Goto --> Local Definitions --> Allocate Categories->Org.units". You obtain a list of the global valuation categories.c) Activate the categories to be used in this valuation area.
The system creates the local valuation types based on the allocations under point 2.