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Double-click in the Objects column to view the details of that BOM item or document

Display material BOM: Item: All data

8. Click when you have reviewed the information on the individual BOM.

Display Multilevel BOM

9. Click if you want to export the report to another format.

Save list in file...

10. Select to export into a spreadsheet format.

11. Click to export the report.

Display Multilevel BOM

12. Click to enter the document name, extension and the location to save the file.

13. Click to export the report.

14. Click to return to the Explode BOM: Multi-Level BOM: Initial Screen.

Explode BOM: Multi-Level BOM: Initial Screen

15. You have completed this transaction.

16. Click to exit the transaction.

Result

You have executed a report to display a multi-level BOM.

Comments None.

Summarized BOM CS13

Purpose

Use this procedure to display a summarized of the BOM for a selected material.

Trigger

Perform this procedure when there is a need to view a BOM in summary format.

Prerequisites

BOM must exist for selected material.

Menu Path

Use the following menu path(s) to begin this transaction:

Select Logistics Production Bills of Materials Reporting BOM Explosion

Material BOM CS13 – Summarized BOM to go to the Explode BOM: Summarized BOM:

Initial Screen.

Transaction Code CS13 Helpful Hints

None.

Procedure

1. Start the transaction using the menu path or transaction code.

Explode BOM: Summarized BOM: Initial Screen

2. As required, complete the following fields:

Field Name R/O/C Description

Material R Unique number identifying a product that is produced, purchased, or inventoried.

Example: HESTEST2479ST1

PIant O Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning.

Example: 7220 (Camarillo plant) BOM Application R Description of the BOM Application

Example: PP01 (Production – general) Valid From O The date from which the inquiry or quotation is valid.

Note: The current days date will default.

Example: 08/12/2005

3. Click

Summarized BOM - Multi-Level

The Summarized BOM – Multi-level screen lists all of the components contained on the material BOM for the specified material. The example above is for the material number D1EM060A06.

4. Click twice to exit.

5. You have completed this transaction.

Result

You have displayed a summarized BOM.

Comments

 More information about a particular component may be achieved by double-clicking on the line item while on the Summarized BOM: Multi-level screen.

Selecting the following menu path may print the displayed information: Extras List Print.

There must be user print parameters set up for the job to run.

Selecting the following menu path may save the displayed information to a local file: Extras

List Export Spreadsheet.

BOM Comparison CS14

Purpose

Use this procedure to compare two material BOMs for two different materials. This procedure may be used in the material conversion process.

Trigger

Perform this procedure when there is a need to compare two material BOMs.

Prerequisites

The materials must exist in the system.

Menu Path

Use the following menu path(s) to begin this transaction:

Select Logistics  Production  Bills of Materials  Reporting  CS14 – BOM Comparison to go to the BOM Comparison: Initial Screen (One Level) screen.

Transaction Code CS14 Helpful Hints

None.

Procedure

1. Start the transaction using the menu path or transaction code.

BOM Comparison: Initial Screen (One-Level)

If the button is grayed out, then the results will be on a single-level basis. If the button is grayed out, then the results will be on a multi-level basis. Additional fields are required to use the multi-level

comparison.

2. As required, complete the following fields for each material.

Field Name R/O/C Description

Material R Unique number identifying a product that is produced, purchased, or inventoried.

Example: HESTEST2479ST1 HESTEST2479FT0

PIant R Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning.

Example: 7220 (Camarillo)

Field Name R/O/C Description

Usage R (1) Code identifying the type of task list in which the work center can be used. If this field is not maintained, then capacities will not be generated for the work center in a scheduling run. (2) Key specifying the purpose for which a task list is used (for example production or repair work).

Example: 1

Valid From R The date from which the inquiry or quotation is valid.

Note: The current days date will default.

Example: 08/11/2004

3. Click to validate entered data.

4. Perform one of the following:

If you want to Then

Display the BOMs using a

multi-level comparison Click

Display the two BOMs using

summarized comparison Click Display the two BOMs using

differentiated comparison Click Exit this transaction

Click

5. Click to validate entered data.

BOM Comparison: Result (Summarized)

6. Review and change displayed information as needed.

This view can be the single-level or multi-level depending on the display chosen.

7. Click

BOM Comparison: Initial Screen (One-Level)

8. Review and change displayed information as needed.

BOM Comparison: Result (Differentiated)

9. Review and change displayed information as needed.

This view can be the single-level or multi-level depending on the display chosen.

10. Click .

11. Click .

BOM Comparison: Initial Screen (Multi-Level)

12. Click to view the multilevel BOM comparison.

BOM Comparison: Result (Summarized)

13. Click to exit.

14. You have completed this transaction.

Result

You have successfully displayed the material BOM for two different materials to compare the BOMs for each.

Comments None.

Display Where Used List for a Material CS15

Purpose

Use this procedure to display the “Where used list” for a particular material.

Trigger

Perform this procedure when you need to see where a material is used.

Prerequisites

 Material Master Record must be created in SAP.

 Material BOM must exist for that material.

Menu Path

Use the following menu path(s) to begin this transaction:

Select Logistics Production Master Data  Bills of Materials  Reporting  Where-used List  CS15 - Material to go to the Where-Used List: Material: Initial Screen.

Transaction Code CS15 Helpful Hints

None

Procedure

1. Start the transaction using the menu path or transaction code.

Where-Used List: Material: Initial Screen

2. As required, complete/review the following fields:

Field Name R/O/C Description

Material R Unique number identifying a product that is produced, purchased, or inventoried.

Example: HESTEST2479FT0

Valid From O The date from which the inquiry or quotation is valid.

The current days date will default in the field.

Example: 08/16/2005

Valid To O Date until which the bid or quotation is binding.

3. Select the type(s) of where-used list you want to view.

4. Select the type(s) of BOM(s) for which you want to view the where-used list.

5. Click to enter additional selection criteria.

Where-Used List: Material: View

6. As required, complete/review the following fields:

Field Name R/O/C Description

Plant R Code identifying an organizational unit seen as central to the manufacturing process. A plant can be a manufacturing site or a group of storage locations that share materials. A plant can also be a distribution center.

Example: 7220 (Camarillo)

7. Perform one of the following:

If you want to . . . Then . . .

Display the results using a

multi-level display Click to the left of Multi-lev.

Display the results using a

single-level display Verify to the left of Multi-lev. is deselected.

8. Click .

Material Where-Used List

9. Review multi-level view and manipulate data as needed.

10. Click to go back to the Where-Used List: Material: View screen.

Material Where-Used List

11. Review single-level view and manipulate data as needed.

12. Click to go back to the Where-Used List: Material: View screen.

Where-Used List: Material: View

13. Click to exit.

14. You have completed this transaction.

Result

You have successfully displayed the where used list in a multi-level or single-level view for a specified material.

Comments

The view button, ,may appear on the Where-Used List: Material: Initial Screen display screen, if you click the button twice. This button signifies that the data has been entered on the Where-Used List: Material View screen.

Stock Overview MMBE

Purpose

Use this procedure to display an overview of the stock balance of a specific material at the Inventory Management level.

Trigger

Perform this procedure when it is necessary to view stock balances of a material.

Prerequisites None Menu Path

Use the following menu path to begin this transaction:

Select Logistics  Materials Management  Inventory Management  Environment  Stock  MMBE - Stock Overview to go to the Stock Overview: Company

Code/Plant/Storage Location/Batch screen.

Transaction Code MMBE Helpful Hints

 Drill-down capability exists for additional details on stock levels.

This capability also offers other stock views, such as Stock in Transit and Stock in Quality Inspection.

 You can display serial numbers for selected stocks (provided they exist) by choosing the menu path Environment Equipment /Serial number.

Procedure

1. Start the transaction using the menu path or transaction code.

Stock Overview: Company Code/Plant/Storage Location/Batch

2. As required, complete the following fields:

Field Name R/O/C Description

Material R Substance or commodity that is bought or sold on a commercial basis, or is used, consumed, or created in production; a material can also be a service.

Example: WD00036387DVD

PIant R A physical definition of a group of manufacturing processes.

Can include product and services.

Example: 7220 (Camarillo)

Storage location R An organizational unit facilitating differentiation between the various stocks of a material within a plant.

Example: 0100 (Main Storage)

3. As required, complete the following fields:

Field Name R/O/C Description

Special stock

indicator O Indicates the type of special stock to be included in the stock overview. Special stock is stock of materials that must be managed separately for reasons of ownership or location.

Example: K (consignment – vendor)

Display version O Uniquely identifies the display version of the stock overview.

Example: 01 (all stock types) Display unit of

measure O Specifies the unit of measure in which the quantity represented is displayed.

Example: EA (each)

4. Choose one or more of the following options:

If you want to. . . Then select. . .

Determine whether special stocks are included when

stock data is read .

Cause the system to read stock commitments when determining stock data (Stock commitments include such things as open Purchase Order quantities, Stock in Transfer, Reservations, etc.)

.

Exclude the display of zero stock balances .

Display stock balances with the decimal place as

defined in Global Settings in the IMG .

Display stock balances at the company code level . Display stock balances at the plant level .

Display stock balances at the storage location level . Display stock balances at the batch level .

Display stock balances of special stocks .

5. Click to process the selection criteria.

Stock Overview: Company Code/Plant/Storage Location/Batch

6. Review the total of the material for unrestricted use, quality inspection, and reserved.

7. You have completed this transaction.

8. Click to exit the transaction.

Result

You have displayed the stock overview for a specific material.

Comments None.

Display Customer XD03

Purpose

Use this procedure to search for an existing customer number and display it.

Trigger

Perform this procedure before creating a new customer to avoid creating a duplicate, or to view information on an existing customer.

Prerequisites

The customer master record must exist in SAP/CSI.

Menu Path

Use the following menu path(s) to begin this transaction:

Select Logistics  Sales and Distribution  Master Data  Business Partner  Customer  Display  XD03 - Complete to go to the Customer Display: Initial Screen.

Transaction Code XD03 Helpful Hints

 Several match codes exist. The most commonly used in searching for a customer number is

“Search per account group” or “Search by ship-to customers”.

 Restrict match code searches by entering known data in appropriate fields. If you run the match code without any restrictions, the returned list displays only 500 entries instead of the entire file.

 Use asterisks as wildcards in all search fields.

Example: Enter “*tech*” in the Name field to return all customer numbers with the word Tech in the name. The returned list would include both Technicolor and Advanced Vision

Technologies.

 Searching on the Name field is often more accurate than using the Search term field. The search term is a twenty character field but only ten characters are included in match codes.

Procedure

1. Start the transaction using the menu path or transaction code.

Customer Display: Initial Screen

2. As required, complete the following field:

Field Name R/O/C Description

Customer R Entity to which the company sells goods or services. A customer is signified with a unique numeric identifier and non-generic description.

If you do not know the customer number, you can search for it using the matchcode in the Customer field. See the “Helpful Hints” section for more information.

Example: 900055

Company code R Independent accounting unit; in most cases is a legal entity.

You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies

simultaneously.

Example: HES1

Sales Organization R An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization.

Example: 7210

Distribution Channel R The way in which products or services reach the customer.

Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP, it is possible to deliver goods to a given customer through more than one distribution channel.

Field Name R/O/C Description

Division R An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services.

SAP uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division.

Example: 01

3. Click to view general data about the customer.

Display Customer: General Data (Address)

4. As required, review the following fields:

Field Name R/O/C Description

Name R A word or group of words used to describe an entity.

Example: DISNEY

Name O The customer’s store number may be visible on the 3rd line of the Name field, if available.

Field Name R/O/C Description Search term 1/2 R Short term used for searching.

The first field contains the customer name without spaces.

The second field contains the JBA customer number.

Example: 44BU002

Street/House number O The street address and house number number of the customer.

Postal code/City C Customer’s zip code and city.

Country R Customer’s country.

Example: US

Region R Customer’s state or region.

P. O. Box O Customer’s post office box number, if applicable.

Postal code C A code of letters and digits added to a postal address to aid in the sorting of mail; sometimes referred to as "zip code."

Telephone O Customer’s main telephone number.

Fax O Customer’s fax number.

5. Click to view company code data.

Display Customer: Company Code Data (Account management)

6. Click to view correspondence information.

Display Customer: Company Code Data (Correspondence)

7. As required, review the following fields:

Field Name R/O/C Description

Act.clk tel.no. O Account clerk’s phone number.

Clerk’s fax O Account clerk’s fax number.

Clrk’s internet O Account clerk’s name.

8. Click to view the sales area data.

Display Customer: Sales Area Data (Sales)

9. As required, review the following fields:

Field Name R/O/C Description

Customer group C Identifies a particular group of customers (for example, wholesale or retail) for the purpose of pricing or generating statistics.

For ship-to customers only.

ABC class C Is customer an EDI customer? Y for yes, N for no.

For sold-to customers only.

Price group C Grouping of price conditions for customer who share the same pricing requirements.

For sold-to customers only.

Example: Z9 (Over/Under allowances)

Field Name R/O/C Description

Cust.pric.proc C Determines which pricing procedure the system applies when you create a sales document for a customer.

For sold-to customers only.

Example: 1 (Standard)

10. Click to view partner functions.

Display Customer: Sales Area Data (Partner functions)

11. The following are the types of partners:

Partner Function Description

12. You have completed this transaction.

13. Click to exit this transaction.

Result

You have displayed an existing customer master in SAP/CSI.

Comments None.

Create Ship-To Customer XD01

Purpose

Use this procedure to create a new ship-to customer master in SAP.

Trigger

Perform this procedure when a new ship-to location is received for a new customer not in SAP/CSI.

Prerequisites

Search for existing customer before setting up new customer number.

Menu Path

Use the following menu path(s) to begin this transaction:

Select Logistics  Sales and Distribution  Master Data  Business Partner  Customer  Create  Complete to go to the Create Customer Initial Screen.

Transaction Code XD01 Helpful Hints

When entering a new customer’s name in the customer master, follow these guidelines:

 Enter the customer name as it appears on their formal purchase order form or letterhead, using all capital letters.

 Use alpha (A-Z) and numeric (0-9) characters only.

 Special characters are not allowed (e.g., dashes, slashes).

 Use one blank space in place of each special character.

 Use ‘AND’ instead of ‘&’.

 Use these abbreviations following the customer name when applicable:

Abbreviation Description

Procedure

1. Start the transaction using the menu path or transaction code.

Create Customer: Initial Screen

2. As required, complete/review the following fields:

Field Name R/O/C Description

Account group R Summary of attributes that control the creation and maintenance of master records (such as general ledger accounts). The account group determines which data are required for the master records and the number range from which you select the numbers for the master records. You must assign each master record to an account group.

Click to select CSI Ship-to party.

Example: CSI Ship-to party

Field Name R/O/C Description

Company code R Independent accounting unit; in most cases is a legal entity.

You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies

simultaneously.

Example: HES1

Sales Organization R An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization.

Example: 7210

Distribution Channel R The way in which products or services reach the customer.

Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP, it is possible to deliver goods to a given customer through more than one distribution channel.

Example: 01

Division R An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services.

SAP uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division.

Example: 01

3. Click to enter general data about the customer.

Create Customer: General data (Address)

4. As required, complete/review the following fields:

Field Name R/O/C Description

Name R A word or group of words used to describe an entity.

Follow the guidelines in the Helpful Hints section to enter the customer’s name.

Example: TEST SHIP-TO CUSTOMER, INC Search term 1/2 R Short term used for searching.

In the first field, enter the customer name without spaces.

Example: TESTSHIPTO

In the second field, enter the JBA customer number.

Example: 112287

Field Name R/O/C Description

Street/House number O Enter the street address and house number of the customer.

Enter the house number in front of the street name and leave the second field blank.

Use these abbreviations following the street name when applicable: RR (railroad), RT (Route), ST (Street).

Example: 333 MAIN ST

Postal code/City C Enter the customer’s zip code and city.

Example: 90210 BEVERLY HILLS Country R Enter the customer’s country.

Example: US

Region R Enter the customer’s state or region.

Example: CA

P. O. Box O Enter the customer’s post office box number, if applicable.

P. O. Box O Enter the customer’s post office box number, if applicable.