Microsoft Word - 14 Unit.doc

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Course Content: Customizing Inventory Management

Unit

Course Overview

Unit

MM Organizational Levels

Unit Inventory Management

Unit

Master Data in Materials Management

This Consultant Training contains different courses each discussing a specific topic.

Each single course is divided into different units.

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Customizing Inventory Management: Overview

Diagram (I)

Section Overview

Inventory Management

Master Data in

Materials Management

MM Organizational Levels

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MM Organizational Levels: Unit Objectives

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

List the most important functions of the MM
organization structures

Identify the relationships between the MM
organization levels and their environment

Configure the Logistics (MM) organizational levels
in the Implementation Guide

Use the plant copying and checking functions

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Customizing Inventory Management: Overview

Diagram (II)

Section Overview

Inventory Management

Master Data in

Materials Management

MM Organizational Levels

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Company Code

Controlling

area

Business area

0001

Business area

0002

Chart of accounts

Currency

The information determined at company code level includes:

Company address

Chart of accounts

Balance sheet currency

Fiscal year variant

Controlling area

Business area balance sheet active

You define the company code in the IMG, in the node Enterprise Structure

→ Definition Financial

Accounting. You also define the company address, country, language, and currency for the company
code here.

In the IMG node Enterprise Structure

→ Allocation → Controlling, you assign the company code to

a controlling area.

In the IMG node Financial Accounting

→

Financial Accounting Global Settings

→ Company

Code

→ Enter Global Parameters, you assign the chart of accounts.

In the IMG node Enterprise Structure

→ Definition → Financial Accounting → Maintain Business

Area, you define the business areas.

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Purchasing Organization

Company codes

Purchasing group 2

Plant 1100

Purchasing group 1

Plant 1000

Purchasing group 3

Plant 1200

Purchasing

organization

Info record

Contract

The purchasing organization is legally responsible for transactions made in Purchasing and for
negotiating purchasing conditions.

The R/3 System derives the company code for a purchasing transaction from the purchasing
organization, if the purchasing organization is assigned to a company code.

In the standard system, you store all conditions available in the system with reference to a purchasing
organization.

A purchasing organization can access the info records and contract conditions negotiated by one of
the other purchasing organizations.

You can model a central, cross-company code purchasing structure. In this case, you do not assign
the central purchasing organization to a company code.

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Valuation Area

Valuation area

Material - Valuation Levels

Company code

Plant

0001

You define the valuation area by deciding at which level you want to valuate your stocks of
materials. Your decision applies for all clients.

Valuation area = Company code: The R/3 System creates the valuation data for a material for each
company code. The price control used and the price of a material apply for each company code. This
means that the material is valuated uniformly across all plants belonging to a particular company
code.

Valuation area = Plant: The R/3 System creates the valuation data for a material for each plant. The
price control used and the price of a material apply for each plant. This allows you to valuate the
same material in different ways in different plants.

In a production system, you cannot change the valuation level to company code level or to plant
level, because you would have to convert the data that already exists.

For the PP component and for product costing, it is essential that you use the valuation level “Plant”.

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Functions and data stored at plant level:

Material requirements planning

PP master data administration

PP order management

Capacity planning

Product costing

Forecast

Plant maintenance planning

Material inventory management

Purchasing views

Accounting views
(if valuation area = plant)

Plant

Production planning and actual production generally take place on a plant-specific basis.

However, certain applications can operate on a cross-plant basis.

You can also define pooled capacities for capacity planning.

You can carry out product costing across plants.

You can carry out certain functions in requirements planning with reference to the storage location.
You can also carry out requirements planning for several plants at the same time.

You can define a plant as a maintenance planning plant.

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The storage location is the level at
which a plant’s actual stocks of
materials are kept.

The physical inventory takes place
at storage location level.
(Exception: physical inventory
within the Warehouse
Management System)

Stocks are managed at storage
location level on a quantity basis
only – not on a value basis.

A storage location is always
defined as belonging to a certain
plant.

Storage Location

The storage location key is unique only within a plant or with reference to a plant.

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Plant

1100

Purchasing

organization

1000

Purchasing

organization

1200

Plant

1000

Plant

1200

Storage

location

0001

Storage

location

0001

Storage

location

0010

Storage

location

0005

Company code

1000

MM Organizational Levels

A plant is assigned to only one company code. A company code can contain more than one plant.

A plant can contain more than one storage location, in which you manage material stocks.

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Division

Valuation level

Division

Distribution

channel

Purchasing organization

001

0001

0002

Sales organization

Plant 1000

Plant 1100

Company code

Organizational Structure of Logistics

Shipping point
0002

Shipping point
0001

Storage location
0002

Storage location
0001

Stor. location 0003
(WMS warehouse)

The valuation level can be the plant (slide = SAP’s recommendation) or the company code.

Purchasing organizations can be active for one or more plants.

Sales organizations can be active for one or more plants. Sales organization, distribution channel,
and product division are grouped to form a sales area.

You can assign a plant to more than one sales organization/distribution channel combination.

You assign each plant and division to one business area only.

A plant can contain more than one shipping point. You can assign a shipping point to more than one
plant.

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Controlling area

1000

Client

Controlling area

2000

Company

code 1000

Plant 1000

Valuation

area 1000

Valuation

area 1200

Plant 1200

Valuation

area 1100

Plant 1100

Valuation

area 2100

Plant 2100

Valuation

area 3100

Plant 3100

Company

code 2000

Company

code 3000

Chart of

accounts

INT

R/3 Organizational Levels: MM and FI

The R/3 System differentiates between various organizational units, which have a specific
significance within each application.

For the purposes of product costing ann PP, it is absolutely essential that there is a separate valuation
area for each plant.

You always perform value-based inventory management at the level of the valuation area.

Partial stocks of the same material can be subject to split valuation (for example, stocks of a material
produced in-house can be valuated at a different price to stocks of the same material that were
procured externally). Split valuation is controlled using the valuation category and valuation type.

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Creating a

“single plant”

Maintain general plant data

Location (city)/street
Country/postal code
Address

Make assignments
e.g.:

Plant Î Purchasing organization
Plant Î Company code

Check assignments

Check functional parameters for plant

Check/maintain all plant-dependent
tables in the application areas.

Copying a

“complex plant

”

Copy the general plant data and check

Location (city)/street
Country/postal code
Address and so on

Copy all assignments
e.g.:

Plant Î Purchasing organization
Plant Î Company code

Check assignments

Copy the functional parameters

The system copies all plant-dependent
tables in the application areas.
Check if necessary.

Plant 2000

Plant 1000

Creating a New Plant

You use the following extended functions to process organizational units:

Copy

Delete

Check

Create and process Project IMG view

These functions allow you to maintain not only the general plant data (key, description, address,

country, language, factory calendar, and so on), but also additional plant-dependent table entries.

Project IMG:

You use this function to create a new view for a Customizing project. The view that you create

contains all the activities required to process the organizational unit within the scope of the
Customizing project.
The prerequisite for using this function is that you have already created a Customizing project.

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Plant
dependent
tables

Checking a Plant

Checking a plant is a two-step procedure:

In the first step, the R/3 System checks if there is an entry in all tables in which the organizational

unit specified in the table key exists.

In the second step, the R/3 System checks if the entry specified also exists in the dependent tables,

which it checks against the table key.

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List the most important functions of the MM
organization structures

Identify the relationships between the MM
organization levels and their environment

Configure the Logistics (MM) organizational
levels in the Implementation Guide

Use the plant copying and checking functions

You are now able to:

MM Organizational Levels: Summary

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Organizational Levels

Exercises

Unit: MM Organizational Levels
Topic: Settings for the Enterprise Structure from

the Materials Management Perspective

• At the end of this exercise, you will be able to:Indentify the

organizational structures relevant to Materials Management

• Explain the reference purchasing organization and how it is

used to support purchasing

• Configure a new plant with storage locations, and maintain the

assignment to the company code and relevant purchasing
organizations

• Use the plant copy functions
• Explain the financial organizational units of company code

and controlling area and how they relate to a plant

Part of your job on the implementation team includes modeling
the organizational structure of your company for the Logistics
applications in the R/3 System. It has been determined that
additional plants need to be created for the implementation. It has
also been identified that the new plants will benefit if they can
utilize the existing contracts and pricing negotiated by the global
purchasing organization. It will be necessary to define the
organizational assignments for the new plant so that this goal can
be accomplished.

1-1 General

Relationships

During consultation on the modeling of the organizational structure, the following
statements were made. Decide whether they are true or false and give reasons for
your answers.
1-1-1

“One plant can be assigned to several company codes.”

______________________________________________________
______________________________________________________

1-1-2

“A purchasing organization must always be assigned to a company

code.”
______________________________________________________
______________________________________________________

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1-1-3

“You can use the storage location key 0001 more than once.”

______________________________________________________
______________________________________________________

1-2

Studying the MM Organizational Units
You are helping to define the organizational units based on the current
organizational structure of your company.
In your view, what are the main criteria for defining the following?
1-2-1

... A new company code

______________________________________________________
______________________________________________________

1-2-2

... A new plant

______________________________________________________
______________________________________________________

1-2-3

... A new storage location

______________________________________________________
______________________________________________________

1-2-4

... A new purchasing organization

______________________________________________________
______________________________________________________

1-2-5

... A new purchasing group

______________________________________________________
______________________________________________________

1-3

Defining Organizational Units
Once the project committee has approved the organizational structure, you are
asked to set up a new plant site with the key TR##.
In this exercise, do not use the copy function at first, although this is advisable in
practice.

1-3-1

Define a new plant, TR##. Define DE as the country for this plant.

______________________________________________________

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1-3-2 Assign

your

plant

TR## to the factory calendar 01

Germany

(standard)

______________________________________________________

1-3-3

Create storage locations 0001, 0002, and 0003 for this plant. Maintain at
least one address for each of these storage locations.

______________________________________________________

1-3-4 Assign

this

plant (TR##) to company code 1000.

1-3-5

Purchasing organization 1000 is responsible for this plant (TR##).
Contract negotiations by Central purchasing for Europe (C100) should
also be allowed. Configure these responsibilities.

1-3-6

Can you assign this plant to purchasing organization 0001 as well?
Why/why not?

______________________________________________________
______________________________________________________

1-3-7

In the Implementation Guide, find out the significance of the standard
purchasing organization. Which transactions is it used for?
Assign for your plant purchasing organization 1000 as the standard
purchasing organization.

______________________________________________________
______________________________________________________

1-3-8

In the Implementation Guide, find out the significance of the reference
purchasing organization. Has a reference purchasing organization been
defined for purchasing organization 1000?

______________________________________________________
______________________________________________________

1-3-9

Explain why purchasing groups must or must not be assigned to
purchasing organizations.

______________________________________________________
______________________________________________________

1-3-10 Review the assignment of company code 1000 to controlling area 1000. Is

this controlling area responsible for plant TR##?

______________________________________________________

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MM Organizational Levels

Solutions

Unit: MM Organizational Levels
Topic: Settings for the Enterprise Structure from

the Materials Management Perspective

1-1 General

Relationships

1-1-1 False, each plant can only be assigned to one company code.
1-1-2 False, you do not have to assign a purchasing organization to a company

code if this purchasing organization functions as a central purchasing
organization. If a company code assignment for a purchasing organization
is not made, plants from different company codes can be assigned to the
same purchasing organization.

1-1-3 True, you can use the storage location key 0001 more than once because you

define storage locations with reference to a plant.

1-2

Studying the MM Organizational Units

1-2-1 The company code embodies an independent organizational unit for

Financial Accounting. You create a new company code when you want to
establish a new company in the SAP system.

1-2-2 The plant represents an organizational unit for Logistics, which structures a

company from the perspective of production, procurement, plant
maintenance and requirements planning.
You create a new plant when you want to establish a new or separate
production planning area or if material stock has to be valued separately
(only possible if valuation level is plant).

1-2-3 The storage location represents an organizational unit/area for distinguishing

between material stocks within a plant. You create a new storage location
when you want to establish a new area with separate quantitative inventory
management.

1-2-4 The purchasing organization represents an organizational unit within

Logistics that structures the company according to its purchasing
requirements. You create a new purchasing organization when you want to
establish conditions and outline agreements for one or several plants.

1-2-5 The purchasing group represents a person or a group of people responsible

for certain purchasing activities. You create a new purchasing group when a
new or another colleague takes over purchasing activities.

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1-3

Defining Organizational Units

1-3-1

IMG

→ Enterprise Structure → Definition → Logistics – General →

Define, copy, delete, check Plant

Choose

Define plant

Choose

New Entries

Enter Plant TR##
Choose

Address

Maintain the address details and country code DE
Save

1-3-2

IMG

→ Enterprise Structure → Definition → Logistics – General →

Define, copy, delete, check Plant

Choose

Define plant

Select the line item for the plant and choose

Goto

→ Details

Enter Factory calendar 01

Save

1-3-3

IMG

→ Enterprise Structure → Definition → Materials Management

→ Maintain storage location

Enter plant TR## and choose

Continue

Choose

New entries

Add the new entries.
Maintain the addresses for storage locations 0001, 0002, and 0003 by
selecting the storage location and selecting the folder

Addresses of storage

locations.

Enter the first address number, such as 01, then select

Address

from the

toolbar. Enter an address.
Save.

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1-3-4

IMG

→

Enterprise Structure

→ Assignment → Logistics – General →

Assign plant to company code

Select company code 1000
Choose

Assign

Select plant TR## and choose

Adopt

Save.

1-3-5

IMG

→ Enterprise Structure → Assignment → Materials Management

→ Assign purchasing organization to plant

Plant TR## must be assigned to both purchasing organizations 1000 and
C100.
Select purchasing organization 1000
Choose

Assign

Select plant TR## and choose

Copy

Repeat the assignment for purchasing organization C100
Save.

1-3-6 No. If your plant is assigned to company code 1000, you cannot assign this

plant to purchasing organization 0001, because purchasing organization
0001 is assigned to company code 0001.

1-3-7

IMG

→ Enterprise Structure → Assignment → Materials Management

→ Assign standard purchasing organization to plant

The standard purchasing organization is required for consumption postings
for consignment and pipeline materials. It is also used for automatically
creating purchase orders upon goods receipt as via the info record for the
standard purchasing organization, the system can find the price information.
Enter purchasing organization 1000 in the entry for plant TR##
Save.

1-3-8

IMG

→ Enterprise Structure → Assignment → Materials Management

→

Assign Purchasing Organization to Reference Purchase

Organization

Purchasing organization C100 is defined as the reference purchasing
organization for purchasing organization 1000.
The significance of having a reference purchasing organization is to be able
to utilized the contracts and pricing conditions established by the reference
organization.

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1-3-9 Purchasing groups are not assigned to purchasing organizations. Both

settings are independent of one another. Purchasing groups are created for
the individual employees to enable definition of user-specific activities
settings (such as the printer for the purchase order printout, and contact
person details, telephone number, and fax number on purchasing
documents). Purchasing groups are assigned to materials through the
material master record.
Purchasing organizations are set up as a level for defining conditions (price
determination) and negotiating outline agreements.

1-3-10

IMG

→ Enterprise Structure → Assignment → Controlling → Assign

company code to controlling area.

Controlling area 1000 is responsible for plant TR##. This results from the
assignments:
Plant

→ Company code

and
Company code

→ Controlling area. Company code 1000 is assigned to

controlling area 1000. Therefore, controlling area 1000 is responsible for
your plant.

1-3-11

IMG

→ Enterprise Structure → Definition → Logistics – General →

Define, copy, delete, check Plant

Choose

Copy, delete, check plant

Select

Copy org. object

Enter from plant 1200 to plant TR##
Choose

Enter

Select Yes to copy the complete object.

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Customizing Inventory Management: Overview

Diagram (III)

Section Overview

Inventory Management

Master Data in

Materials Management

MM Organizational Levels

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Accounting documents

Document type

Number range

Number interval

(Dependent on year and company code)

Group 2

(Other goods movements,

physical inventory differences)

To year: number interval 2

2000: 49 000 000 ---

49 999 999

Transaction type 3

(WI)

Transaction type 2

(WA)

Number Assignment for Goods Movements

Transaction

Transaction type 1

(WE)

Material documents

To year: number interval 1

2000: 50 000 000 ---

50 999 999

Group 1

(Goods receipt for purchase order,

goods receipt for order, ...)

You must not change the transaction type assigned to a goods movement.

Internal number assignment is defined for material documents.

For Italy, you have the option of defining external or internal number assignment for GR/GI slips.

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Field selection for

movement type

Field selection rules

for G/L account

Field selection for:

oods issues, transfer postings, other receipts

Screen Layout for Movement Types

The settings made in the Define Screen Layout activity, concerning the field selection for the
movement type, apply for goods movements and reservations.

You configure the field selection for the fields G/L account and Reason for movement using separate
activities.

The field selection for the movement type must not conflict with the settings for field selection for
the G/L account to be posted to (offsetting entry for inventory posting).

You define the field selection dependent on the G/L account using the field status group in the G/L
account master. You assign the G/L account-dependent field selection to the company code using the
field status variant.

In addition, the R/3 System checks if the field selection for the G/L accounts matches the field
selection for the relevant posting key for the transaction.

In Customizing for Financial Accounting, you can define the field selection for posting keys and for
the various field status groups.

In particular, you should note that you must define a mandatory entry in the G/L account as a
mandatory entry for the movement type as well.

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Field Sel. for Goods Movements: Special Aspects

Customizing

Enter goods movement

Reason for movement:

- Define key

- Define field selection for
each movement type

On the Details screen,
the field “Reason for
movement” is:
- Mandatory entry
- Optional entry
- Suppressed

Configure manual
account assignment
for each movement type

Account for offsetting entry
for inventory posting is:
- Mandatory entry
- Optional entry
- Suppressed

In the standard system, you can enter the account for the offsetting posting for the inventory posting
manually when you enter goods movements. In doing this, you change the account number
assignment predefined in account determination. In the Set Manual Account Assignment activity, you
define the movement types for which the G/L account is to be available for manual input of the
offsetting account for the inventory posting.

When entering goods movements (such as in the case of a return delivery of material to the vendor),
you can specify the reason for performing this movement (such as due to unacceptable quality).
The R/3 System saves the reason for the movement in the material document. In Inventory
Management, you can use a report to analyze the material documents for which a reason for the
movement was specified.

In Customizing, you can do the following for each movement type:

⌧

Define whether the field Reason is mandatory, optional, or suppressed for entry

⌧

Store a key for explaining the movement (such as reason for return in the case of a return delivery)

and a relevant text. When entering a goods movement, you can only enter reasons that are defined
for this movement type.

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Field Selection for Initial Screen/Header Screen

The settings apply to all initial
screens/header screens (1):

You can have settings apply
under certain conditions,
for example: transaction code

Document date
Document header text
Posting date
Bill of lading
Reason for movement
Delivery note number
Material slip

Modifiable fields

Input Reqd Disp. Supp. HiLi.

In the case of modifiable fields, you use indicators to define how the individual fields are displayed
on the screen. You have the following options:

The field is ready for input (standard setting).

The field requires an entry (mandatory entry).

The field is displayed only.

The field is suppressed.

The field is highlighted.

These settings can apply to the entire client or you can narrow them down using the influencing
fields. This enables you to define the field as a mandatory entry depending on the transaction or the
document type.

(1) When you call this activity, the list of all fields that you can modify appears. The settings made in
this list apply to the entire client if there are no restrictions or if the requirements for the conditions
are not met.

(2) You make the settings for influencing fields on a separate screen.

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Material

indicator

Availability check

Goods movement

Checking rule

Movement type

Message on

screen

Customizing
- Definition of checking

rules
- Assignment of checking

rule to R/3 transaction

Customizing
Message type

(error, warning,

information)

Customizing
- Stock types
- Inward/outward elements

- Take account of

replenishment lead time?

Check

availability

Dynamic Availability Check

You can activate the dynamic availability check in Customizing for entering reservations and goods
movements. The R/3 System then carries out the dynamic check in addition to the routine static
availability check.

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Movement Types (1)

Level

... dependent on ...

... settings for ...

Movement type

Short texts

Permitted R/3
transactions

Help texts

Field selection
batch search

Movement type

Movement type
Special stock indicator
Movement indicator
Inward movement indicator
Consumption indicator

Movement type

Movement type
Special stock indicator
Transaction

Movement type
Special stock indicator

Entry control
(print indicator, batch indicator, check expiration date)
Update control (automatic LORT,
consumption, statistics, physical inventory)

Movement type text
(description of the movement)

When may you use the movement type?
(Propose movement type despite different movement
type indicator?)

Extended text
(Text describing the individual movement)

Field selection control, batch search procedure
(schema for batch determination)

The movement type is a central control parameter for goods movements. When you create a new
movement type, you reference one of the model movement types. The latter’s control indicator
appears as the default value for the new movement type.

You maintain various views for a movement type on the relevant screens. You define the parameters
for the individual views depending on various key terms.

You choose a value string and a quantity string for the movement type. The value string controls the
G/L account determination for transactions covered by the movement type (see also the unit on
valuation and account assignment), whereas the quantity string controls the updating of the material
master fields.

You can also maintain the parameters for existing movement types using the function for configuring
new movement types.
The work area that you specify when you enter this transaction must include all movement types that
you want to access during configuration.

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... dependent on ...

... settings for ...

Level

Update control,
WMS movement
types

Account
grouping

Revers./follow-on
movement types

Reason for
movement

Deactivate QM
inspection
processing

LIS statistics
group

Movement type and indicators for
value/quantity updates,
special stocks, movements,
receipts, and consumption

Movement type and indicators for
special stocks, value/quantity updates,
movements, and consumption

Movement type, function code

Movement type,
key for reason

Movement type and indicators for
special stocks, movements,
receipts, and consumption

Movement type and indicators for
special stocks and movements

Entry control
(availability check, missing parts processing)
Update control
(LIFO/FIFO, LVS, QM, value/quantity string)

Account grouping code,
Indicator for "Check account assignment"

Reversal movement type,
Indicator for "Type of posting"

Description of reason

Movement type for QM inspection
processing not active

Statistical update control (LIS)

Movement Types (2)

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System Messages in Inventory Management

Version

No.

Text

Type

012

018

Enter the date of production

127

Material & & & flagged for deletion

134

Material & is a missing part

163

Latest possible delivery date was &

127

Material & & & flagged for deletion

System messages

MSV

User parameters

Type of

message in

the application

All user-definable messages are stored as version 00.

You can define the type of system message for a version:

Warning message

Error message

No message

You can define your own versions (such as Z1) for user-dependent or user group-dependent control
of system message output. The version is assigned in the user’s master record using the parameter
MSV.

If parameter MSV has not been maintained for a user, the R/3 System uses version 00.

If there is no entry in the table for a specific version, the R/3 System outputs the message as a
warning.

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Plant Parameters (1)

Create storage location data for materials automatically
Propose final delivery indicator
Missing parts check active at GR
Batch where-used list active/not active
Check for expiration date
...

Settings for Goods Movements

Allow negative stocks for individual special stocks (vendor consignment,
customer consignment, ...)
(Condition: negative stocks are allowed at plant level and storage location level)

Settings for negative stocks

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Plant Parameters (2)

Stock types
Propose alternative units of measure
Determine batches in the background
Create change documents when changing the count results
Modifying the book inventory balance
Reason for physical inventory difference

Settings for the physical inventory

Propose “Movement allowed” indicator
Date specification for setting the “Movement allowed” indicator
Retention period for reservation items

Settings for reservations

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Inventory Management

Exercises

Unit: Inventory Management
Topic: Movement

Types

At the end of this exercise, you will be able to:
• Check and modify the settings for movement types
• Define a new movement type

Your company requires a new movement type for goods issues,
because certain consumption postings are to be registered to
different cost elements. In contrast to goods issues to a cost center
using movement type 201, a different field selection is also
required for the new movement type because manual entry of a
consumption account is to be blocked and an explanation for the
movement is to be entered in the field

Item text

As a member of the project team, you are responsible for
implementing this.

1-1

New Movement Type for Goods Issues
1-1-1 Give possible reasons or various examples from your company that could

call for a new movement type.
______________________________________________________
______________________________________________________

1-1-2 What options do you have if your company is to use two different accounts

(cost elements) for consumption of goods issues to a cost center?
______________________________________________________
______________________________________________________

1-1-3 Define a new movement type, Z##, as a copy of movement type 201.

Save

your movement type and make the following settings for it:

1-2

Screen Layout/Field Selection
1-2-1 The consumption account number should always be determined through

automatic account determination and no manual account assignment
may occur. Define a suitable control for manual account assignment for this
movement type to block manual entry of a consumption account. How do
you proceed?
______________________________________________________
______________________________________________________

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1-2-2 Define a suitable field selection for this new movement type for goods

issues from your company's own stock so that no one can post goods
movements using movement type Z## without providing a reason or
explanation for the goods issue. How would you proceed?
When you do this, take into account goods issues from the company’s own
stock only.
______________________________________________________
______________________________________________________
______________________________________________________

1-2-3 What other influencing factors for field selection must you use to verify

your movement type field selection settings?
______________________________________________________
______________________________________________________

1-3

Test the New Movement Type
Check that all your settings are correct and complete by doing a test in

Inventory

Management:

1-3-1 Check the current stock for your material T-T1## in plant 1000.

If no inventory is available, post a goods receipt for one of
your purchase orders for material T-T1## in plant 1000,
storage location 0001.

1-3-2 Enter a goods issue to cost center 1000 for 10 pieces of your material T-

T1## from plant 1000, storage location 0001, with your new movement type
Z##. Check the three changes that you made in Customizing:
Is the GL account changeable?
______________________________________________________
Must you enter either item text and/or a reason code?
______________________________________________________
Material document number:
______________________________________________________

1-3-3 For the purposes of comparison, enter another goods issue to cost center

1000 for 10 pieces of the same material from plant 1000, storage location
0001 with movement type 201.
Is the GL account changeable?
______________________________________________________
Must you enter either item text and/or a reason code?
______________________________________________________
Material document number:
______________________________________________________

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Exercises

Unit: Inventory Management
Topic: Availability

Check (optional exercise)

At the end of this exercise, you will be able to:
• Check the settings for the dynamic availability check

Your company uses manual reservations to record material
requirements at an early stage – sometimes with considerable
delivery times. You should modify the dynamic availability check
for these manual reservations in such a way that the user always
receives a message about the availability or non-availability of
the materials.

2-1

Activate the Dynamic Availability Check
2-1-1 Is the dynamic availability check active when you create a reservation? If

so, which checking rule is assigned to this transaction if required?
______________________________________________________

2-1-2 Which goods issues and receipts does this checking rule take into account

for the materials that contain the key for individual requirements as a
control indicator for the availability check?
Receipts: _____________________________________________

_____________________________________________

Issues: _____________________________________________

_____________________________________________

2-1-3 Which setting has been made for the replenishment lead-time for this

combination of individual requirements and checking rule for reservations?
What effect would changing this indicator have?
______________________________________________________
______________________________________________________

2-1-4 If the total replenishment lead-time is not taken into consideration by the

checking rule, explain which field in the material master is used to
determine the replenishment time.
______________________________________________________
______________________________________________________

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2-2

Settings for the Movement Type
2-2-1 When you enter a reservation with movement type 201, the system only

sends a warning message in the event of non-availability when reserving
material that is not special stock, with value and quantity updating active.
Which key is used to control this?
______________________________________________________
______________________________________________________

2-2-2 When you enter a reservation with movement type Z##, the system should

always output a message about the availability whether or not it is
available. In the event of non-availability, the system is to send a warning
message. Which key do you use to control this?
Make this setting for movement type Z##, without special stock, and with
quantity and value updating active.
______________________________________________________
______________________________________________________

2-3

Check These Settings:
2-3-1 Create

the

MRP data

for the material master record for T-T1## for plant

TR##. To do this, copy the MRP data from plant 1000 to plant TR##
(delete the MRP group while copying the MRP 1 view). All other fields
can remain unchanged. Is requirements planning defined for this material?
MRP type: ____________________________________
What scheduling data in proposed on the MRP2 screen?
GR processing time: ___________________________
Planned delivery time: _________________________
Which indicator is set for the availability check? Write down the
replenishment lead time as well.
Availability indicatory: ___________________________________
Total repl lead time:

___________________________________

2-3-2 Display the stock overview and the current stock/requirements list for

material T-T1## in plant TR##. Write down the following stock levels
(each at plant level).
If there is no warehouse stock, post an initial stock balance of 100 pieces in
plant TR##, storage location 0001.
Unrestricted use: _______________________________________
Reserved: _______________________________________
Ordered: _______________________________________

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2-3-3 Add reservations for material T-T1## in plant TR## for cost center 1000

using the following information (without saving them).
When you do this, check if a warning message about non-availability or an
information message about availability is issued.
If the stock on order for this material in plant TR## is not zero, you must
take into account the purchase order quantity and the receipt date.
a) Movement type Z##, goods issue to cost center 1000:

Reserve a small quantity that is currently available in unrestricted use
stock. Use a withdrawal date one week from today.

Does the system issue a message that the material is available?
________________________________________________

b) Movement type Z##, goods issue to cost center 1000:

Reserve a large quantity that is not available in unrestricted use stock
Use a withdrawal date one week from today.

Does the system issue a warning message that the material is not
available in a week’s time?

________________________________________________

c) Movement type Z##, goods issue to cost center 1000:

Reserve a large quantity that is not available in unrestricted use stock
Use a withdrawal date two months from today.

What message does the system issue?

________________________________________________

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Inventory Management

Solutions

Unit: Inventory Management
Topic: Movement

Types

1-1

New Movement Type for Goods Issues
1-1-1 Examples could include the need for different automatic account

determination, field selection or analyses of the movement type.

1-1-2 One solution would be to create two different movement types so that a

separate account could be determined in automatic account determination.
This would require a different account grouping (modifier) for each
movement type.
Another approach would be to allow the storeperson to enter the
consumption account manually. This can be permitted by allowing
changes to the account control.
For control reason, we would recommend copying movement type 201 and
configuring the account determination separately for the new movement
type using a separate account grouping.

1-1-3

IMG

→

Materials Management

→ Inventory Management and

Physical Inventory

→ Movement Types → Copy, Change Movement

Types

Select movement type 201
Choose

Copy as

Replace 201 with Z##
Choose

Enter

Choose “

copy all

”

Choose

Save

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1-2

Screen Layout/Field Selection
1-2-1 Choose either:

IMG

→

Materials Management

→ Inventory Management and

Physical Inventory

→ Movement Types → Copy, Change Movement

Types

Select movement type Z##
Choose

Details

Set the suppress indicator for

Account control

Choose

Save

or:

IMG

→

Materials Management

→ Inventory Management and

Physical Inventory

→ Goods Issue / Transfer Postings → Set Manual

Account Assignment

Set the suppress indicator for

Account control

against movement type

Z##

Choose

Save

1-2-2 You can use the

Item text

field or

Reason for movement

field to enter a

text explanation or reason code for the movement.
In the first case, you could configure the

Item text

field as a mandatory

field; an explanation could be recorded in this field.

IMG

→ Materials Management → Inventory Management and

Physical Inventory

→ Goods Issue / Transfer Postings → Define screen

layout

Select Z##, with blank special stock
Choose

Details

Choose

General data

Change the

line item text

indicator to req. entry

Choose

Save

IMG

→ Materials Management → Inventory Management and

Physical Inventory

→ Movement Types → Copy, Change Movement

Types

Select

Z##

Choose

Field Selection

Select Z##, with a blank special stock indicator
Choose

Details

Choose

General data

Change the

line item text

indicator to req. entry

Choose

Save

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In the second case you, you could require a

Reason for Movement

code,

and predefine the possible “reasons” (acknowledgment numbers) through
configuration.

IMG

→ Materials Management → Inventory Management and

Physical Inventory

→ Movement Types → Record Reason for Goods

Movements

Choose

Control reason

Set this as a required entry for movement type Z##
Choose

Reason for movement

and create reason codes and text for

movement type Z##.
Choose

Save

Next, you need ti define the possible reason codes:
Choose

Reason for movement

Choose

New entries

and create two reason codes with descriptions.

Choose

Save

1-2-3 You must check the field selection settings for the movement type against

the field selection settings that depend on the G/L account (offsetting entry
= consumption account). This could be done either during the actual
movement transaction, or when using the simulation mode during account
assignment configuration.

In addition, report RM07CUFA can be executed to compare
the field selection for a GL account with a movement type.

System

→ Services → Reporting

Enter the program name
Choose

Execute

Enter the Movement type, Company code and G/L
accounts to be checked
Choose

1-3

Test the New Movement Type
1-3-1 Check the current stock of T-T1## in plant 1000.

SAP menu

→ Logistics → Materials Management → Inventory

Management

→ Environment → Stock → Stock Overview

Enter the Material and Plant
Choose

Execute

1-3-2 Enter a goods issue and verify the customizing settings for movement type

Z##.

SAP menu

→ Logistics → Materials Management → Inventory

Management

→ Goods Movement → Goods Issue

Enter the New Movement type, Plant and Storage location
Choose

Enter

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Enter the Material, Quantity and Cost Center
Choose

Enter

The fields

Item text

and/or

Reason

require an entry.

You cannot manually enter the account for the offsetting posting.

Choose

Save

1-3-3 Enter a goods issue and verify the customizing settings for movement type

201.

SAP menu

→ Logistics → Materials Management → Inventory

Management

→ Goods Movement → Goods Issues

You can manually change the account for the offsetting entry

The

fields

Item text

and/or

Reason

do not require an entry.

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Solutions

Unit: Inventory

Management

Topic: Availability Check

2-1

Activate the Dynamic Availability Check

2-1-1

IMG

→

Materials Management

→ Inventory Management and

Physical Inventory

→ Reservation → Set Dynamic Availability Check

Choose

Transaction code

MB21 is assigned to Checking rule 03

2-1-2 Which receipts and issue transactions are taken into account?

Choose

Define checking rule

Select

Availability control 02(individual), checking rule 03

Choose

Details

Receipts: Purchase orders
Issues:

Reservations, sales requirements, deliveries

2-1-3 The replenishment lead time is not taken into account.

When taking the replenishment lead-time into account, the system assumes
that the material can be procured within the RLT that is defined in the
material master. This would mean that stock will always be available for
reservations requestion stock outside the the RLT.

2-1-4 Two fields on the MRP2 view of the material master record are taken into

consideration:

GR processing time in workdays

Planned delivery time in calendar days.

Note: All reservations for stock requests after today’s date +
GR processing time + planned delivery time will be seen as
"Available".

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2-2

Settings for the Movement Type

2-2-1

IMG

→ Materials Management → Inventory Management and

Physical Inventory

→ Reservation → Set Dynamic Availability Check

Choose

Movement type

The Dynamic Availability check indicator controls the message displayed.
Indicator

for the dynamic availability check has the effect of issuing a

warning message only in the case of non-availablity.

2-2-2 For movement type

##, without special stock, and with quantity and value

updating active.
Assign Dynamic Availability check indicator

to movement type Z##.

Choose

Save

2-3

Check These Settings:

2-3-1

Favorites

→ Material Master → Material → Create (General) →

Immediately

Create the MRP 1,2,3 and 4 views for material T-T1##, plant TR##. Copy
this data from material T-T1##, plant 1000. Remove the MRP group while
copying.
MRP type (MRP 1):

PD (Plant 1000)

GR processing time (MRP 2):

1 day (work days)

Planned delivery time (MRP 2):

10 days (calendar days)

Indicator for availability check (MRP 3): 02
Total repl lead time (MRP 3):

0 days (calendar days)

2-3-2 Stock

Overview

SAP menu

→

Logistics

→ Materials Management → Inventory

Management

→ Environment → Stock → Stock Overview

Unrestricted use: depending on previous exercises
Reserved: 0
Ordered:

0 (depending on previous exercises)

Stock requirements List:

SAP menu

→

Logistics

→ Materials Management → Inventory

Management

→ Environment → Stock → Stock/Requirement List

Enter the Material and Plant
Choose

Execute