December 2008
English
Handling Unit
Management (HUM) for
Production (226)
SAP AG
Dietmar-Hopp-Allee 16 69190 Walldorf
Germany
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Contents
1 Purpose... 6
2 Prerequisites... 6
2.1 Master Data and Organizational Data...6
2.2 Business Conditions... 8
2.3 Preliminary Steps... 8
2.3.1 Optional: Remove Batch Management Requirement for Finished Product...8
2.3.2 Assigning User Parameter “CORUPROF” to User Master Record...10
2.4 Roles... 10
3 Process Overview Table... 12
4 Process Steps... 14
4.1 Anonymous Forecast and MRP...14
4.2 Procurement of Stock Material...15
4.3 Production Order Processing...17
4.3.1 Create Production Order for Handling Unit Production...17
4.3.2 Release Production Order for Handling Unit...18
4.3.3 Material Staging for Production Order...19
4.3.4 Optional: Printing Shop Floor Papers (Finished Good)...21
4.3.5 HU-Packaging in Production Order (Finished Good)...22
4.3.6 Goods Receipt for Handling Units...22
4.3.7 Monitor Handling Units...24
4.3.8 Confirming Production for Handling Unit production...25
4.3.9 Create transfer order from stock list for putaway (option 1: Full WM)...26
4.3.10 Confirm stock transfer order for putaway (option 1: Full WM)...27
4.3.11 Check WM Stock of handling units (option 1: Full WM)...28
4.4 Sales Order Processing... 29
4.4.1 Enter Sales Order (option 1: Full WM and option 2: without WM)...29
4.4.2 Create Outbound Delivery with Order Reference (option 1: Full WM)...30
4.4.3 Confirm stock transfer order for delivery picking (option 1: Full WM)...32
4.4.4 Change Outbound Delivery (option 1: Full WM)...33
4.4.5 Create Outbound Delivery with Order Reference (option 2: without WM)...33
5 Follow-Up Processes... 36
5.1 Period end closing... 36
6.1 Reversal of Process Steps...37 6.2 SAP ERP Reporting... 38
Handling Unit Management (HUM) for Production
1
Purpose
Handling units can be created at the end of production (packing of finished goods) or at a later stage after creating outbound deliveries. This depends on the packing process in your company.
In this scenario, you execute packing and goods receipt posting at the end of a production order. The stock is posted directly into storage and is available for picking.
Now there are two options for how to further process handling units:
- if the handling units are posted onto a storage location with Warehouse management, stock transfer orders are used for putaway and picking. Within picking, the stock transfer order allows you to specifically select the handling units to be picked from the stock overview list. - If the handling units are posted onto a standard inventory managed storage location without
warehouse management and storage bin management, putaway does not require a stock transfer order. However, due to missing storage bin management, at picking of the handling units for the delivery the handling units have to be selected one by one, or (in practice) the number is scanned from the label.
2
Prerequisites
2.1 Master Data and Organizational Data
The packing instructions with packaging material for finished goods as well as the packing instruction determination records are maintained.
The production order for F226-1 has been totally confirmed (CO11N). The goods receipt for the production order is outstanding. The storage location 1090 for goods receipt is maintained in the material master (MRP 2 view) or in the production order.
This master data usually consists of standardized SAP Best Practices default values and enables you to go through the process steps of this scenario.
Use the following master data in the process steps described in this document:
Manufacturing
Production Plant
Master / Org. data Value Master / Org. data details Comments
Material F226-1 Finished Good, MTS-DI,Batch-FIFO R124 Raw Material (ROH-PD)
V226-1 Packaging Material
V226-R Packaging Reference Material
Plant 1000 Plant 1 - Production Plant
Master / Org. data Value Master / Org. data details Comments 1090 Handling units w/o warehouse management
Bill of Material Structure
This overview shows the bill of material structure and the usage of each component in case you have activated all optional enhancements.
Material Level Materialtype Unit Characteristic of material Optional Enhancements F226-1 0 FERT PC Finished Good for HUM
R124 1 RAW PC Raw Material
2.2 Business Conditions
The business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scenario:
Business condition Scenario
To run through this scenario, some prerequisite process steps have to be done.
To Execute this activity, run the Business Process Documentation for Prerequisite Process Steps (BB - 154) scenario.
The following steps are required: Product Costing: Costing Run
Prerequisite Process Steps (BB - 154)
2.3 Preliminary Steps
This Business Process Documentation (BPD) contains process steps that have to be done as prerequisite before you can start to work through the standard Business Process Documentation of selected logistics scenarios.
2.3.1 Optional: Remove Batch Management Requirement for
Finished Product
The idea is that the process runs with batch management (default) but that batch management can be deactivated for this process.
Use
Batch management requirement for the finished product is optional in this scenario.
If you do not want to execute Batch management requirement for the finished product, you have to carry out the following steps.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
Create (General) Immediately
Transaction code MM02
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Engineering Specialist (SAP_BPR_ENG_SPECIALIST_EX-S) Business role menu Engineering Material Master Change Material
2. On the Change Material (Initial Screen), make the following entries and choose Enter:
Field name Description User action and values Comment
Material F226-1 Finished Good,
MTS-DI,Batch-FIFO
3. On the Select View(s) Screen, select the Work scheduling and the MRP3 view and choose Enter.
4. On the Organizational Levels screen, make the following entries and choose Enter.
Field name Description User action and values Comment
Plant 1000
5. Select the Work scheduling – Tab page, make the following entries:
Field name Description User action and values Comment
Work scheduling – Tab page Batch
management indicator
(remove indicator) remove existing value
The batch management requirement cannot be removed for the following reasons: Stocks with batches already exist at plant level
SD documents exist (orders or deliveries) that have not yet been processed or that have been processed only in part.
6. Save your entries and go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
2.3.2 Assigning User Parameter “CORUPROF” to User Master
Record
Use
In this step you assign a profile to your user, which defines the layout for the confirmation screen for single screen entry.
Procedure
1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Tools Administration User Maintenance Users
Transaction code SU01
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Administrator (Professional User)
SAP_BPR_CUSTOMER_IT_ADMIN-S
Business role menu Administration User Management User Maintenance
2. On the Chang Material: initial screen, make the following entries and choose Change Button:
Field name Description User action and values Comment
User Enter your SAP-User
3. On the Maintain User screen, choose the Parameters tab and make the following entries:
Field name Description User action and values Comment
Parameter ID CORUPROF
Parameter Value
YBDI02
4. Save your entries and go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
The confirmation profile YBDI02 is assigned to your user.
2.4 Roles
Use
The following roles must have been installed to test this scenario in the SAP Netweaver Business Client (NWBC). You do not need these roles if you are using the standard SAP GUI.
Prerequisites
The business roles have been assigned to the user who is testing this scenario.
Business role Technical name Process step
Production Planner SAP_BPR_PRODUCTIONPLA
NNER_EX-S Stock/Requirements List – Individual Display (MD04) Release Production Orders CO05N)
Monitoring (CO02) Monitoring (CO11N) Warehouse Clerk SAP_BPR_WAREHOUSESPE
CIALIST-S
Initial Stock Posting (MB1C)
Display Transfer Order / Material (LT24)
Create Outbound Dlv. With Order Ref. (VL01N) Change Outbound Delivery (VL02N)
Warehouse Clerk SAP_BPR_WAREHOUSES PECIA-DIFM-K
Create Transfer Order from List (LT10) Transfer Order (LT15)
Manufacturing SAP_BPR_SHOPFLOORS
PECIALIST-S Material Staging (MF60)Pack Material (COWBPACK) Shop Floor
Specialist SAP_BPR_SHOPFLOORSPECIA_DIFM-K Goods Receipt HU for Production Order (COWBHUWE) Handling Unit Monitor (HUMO)
Warehouse
Monitoring SAP_BPR_WAREHOUSESPECIALIST-K Display Quants for Material (LS24) Sales Administration SAP_BPR_SALESPERSON
-S Create Sales Order (VA01)
Result
3 Process Overview Table
Process step External
process reference
Business
condition Business role Trans-actioncode Expected results
Creating Planned Independent Requirements Make-to-Stock Production - Discrete Industry (MTS) (145) Planned Idependent requirements for finished product have to be created Independent Requirements for finished product are created. Material Requirements Planning at Plant Level Make-to-Stock Production - Discrete Industry (MTS) (145) MRP at plant level have to be done for finished product Independent requirements for finished product were planned. Evaluation of the Stock/Requirement List Make-to-Stock Production - Discrete Industry (MTS) (145) Stock requirement situation has to be analyzed Stock/requirement s situation for the planned materials is analyzed Procurement of Stock Procurement
of Stock Material w/o QM (130) Materials to produce the finished good have to be procured
Sufficient stock for all raw materials in this scenario is available Create Production
Order for Handling Unit Production
Production
Planner MD04 Production order for Finished Good is created Releasing
Production Order for Handling Unit
Production Planner
CO05N Production order has been
released Material Staging for
production order
Manufacturing MF60 Material has been staged to production storage location Optional: Printing
Shop Floor Papers (Finished Good)
Production
Planner CO02 Shop floor papershave been printed
HU-Packaging in Production Order (Finished Good)
Manufacturing COWBPACK Finished Good will be packed automatically on a pallet, an HU-number is created HU- Entering Goods
Process step External process reference
Business
condition Business role Trans-actioncode Expected results
Production Order
(Finished Good) location
Monitor Handling
Units Shop Floor Specialist HUMO HU situation is displayed Confirming
Production for Handling Unit Production
Production
Planner CO11N Production order for Handling unit is confirmed, goods issue for component is posted.
Full Warehouse Management (WM) processing (option 1)
Create Transfer order from stock list
Warhouse Clerk LT10 Transfer order is created from transfer request Confirm TO Warehouse Clerk LT24 Transfer order is confirmed, HU is stored
Check WM stock for
handling units Warehouse Monitoring LS24 Handling units are checked for pallet storage
Create Sales Order
(full WM) Sales Administration VA01 Sales order is created Create outbound
delivery with order reference (full WM) Warehouse Clerk VL01N, LT03 HU is picked from stock overview screen
Confirm stock transfer order for delivery picking (full WM)
Warehouse Clerk
LT24 Transfer order confirmed
Post goods issue for delivery
(full WM)
Warehouse Clerk
VL02N Goods issue for delivery is posted
Lean Warehouse Management (WM) (option 2) Create Sales Order
(Lean WM)
Sales Administration
VA01 Sales order is created Create outbound
delivery with order reference (Lean WM) Warehouse Clerk VL01N delivery created, TR created
Billing of Sales Order Order Processing: Sales from Sales order has to be Finished product is billed
Process step External process reference
Business
condition Business role Trans-actioncode Expected results
stock (109) billed Period End Closing
(only once a month) Period end closing “general” Plant (181)
Period End Closing has to be done
Period End closing is done
4 Process Steps
4.1 Anonymous Forecast and MRP
Use
Planned independent requirements are used to perform demand management functions. A planned independent requirement contains one planned quantity and one date, or a number of planned independent requirements schedule lines, that is, one planned quantity split over time according to dates.
Instead of creating single requirement, sometimes a requirements plan that includes one or more planned independent requirements can be maintained for mass processing. In this case, the requirements are grouped and maintained under a requirement plan number.
Anonymous Forecast and MRP (145)
Procedure
To execute this activity, process the following steps using the master data from this document (see also table below):
Steps to process from scenario Make-to-Stock Production - Discrete Industry (MTS) (145)
- Step Creating Planned Independent Requirements - Step Material Requirements Planning at Plant Level - Step Evaluation of the Stock/Requirement List
Master data Value Other mat. Bus. cond. Comments
Material F226-1 Finished Good, MTS-DI,Batch-FIFO
Plant 1000 Production Plant
Master data Value Other mat. Bus. cond. Comments Planning period W
Amount 100 For each time interval
Material R124 Only relevant for the evaluation step
Result
The BOM explosion during the MRP run has generated dependent requirements for the demand-driven planned components.
If sufficient stock is available no purchase requisitions have been generated (proceed with 4.3 from this BPD). If additionally by the MRP run purchase requisitions were created according to the requirements, proceed with step the next step4.2 in this BPD.
4.2 Procurement of Stock Material
In the real business case, the raw materials are usually purchased from external vendors, which can be covered by the standard purchasing processing.
You have the option either to post initial stock directly to the storage location or reference to the sub process listed above
First check in previous step (MD04), whether purchase requisition is generated for the material. If not, then there is sufficient stock available.
Procurement w/o QM (130)
Use
In this scenario, we have several materials (raw or semifinished) to be procured.
Procedure
To execute this activity, process the following steps using the master data from this document (see also table below):
Steps to process from scenario Procurement to Stock - 130 - Display List of Purchase Requisitions to be assigned
- Convert Assigned Requisitions to Purchase Orders - Approval of Purchase Order
- Print Purchase Order
Master data Value Comments
Material: R124
V226-1
Raw Material Packaging Material
Vendor 300000 For Raw Material R124
300000 For Packaging Material V226-1 Purchasing org. 1000
Purchasing group 100
Quantity 1000
Storage location 1020 R124
1030 V226-1
Optional: Initial Stock Posting
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Materials Management Inventory Management Goods Movement Goods Receipt Other
Transaction code MB1C
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management Consumption and Transfers Other
Goods Receipts
2. On the Enter Other Goods Receipts: Initial Screen, enter the following data:
Field name User action and values
Movement Type 561
Plant 1000
Document date <previous month> Posting date <previous month> 3. Choose Enter.
4. On the Enter Other Goods Receipts: New Items screen, enter the following data according to the table below:
To enter more than nine items, choose Create to open a blank page.
Material Quantity Storage location
R124 <required quantity> 1020
5. Choose Enter. 6. Choose Save.
7. Choose Back to return to the SAP Easy Access screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
Initial stock for the material was posted. Make a note of the material document number.
4.3 Production Order Processing
4.3.1 Create Production Order for Handling Unit Production
Use
Create production order for your handling unit production via MRP requirements list.
Prerequisites
Planned orders for handling unit production have been generated via MRP planning.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Materials Management Inventory Management Environment Stock Stock/Requirement Situation
Transaction code MD04
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S) Business role menu Production Planning MRP
Stock/Requirements List – Individual Display 2. On the Stock/Requirement List: Initial Screen, make the following entries:
Field name Description User Action and Values Comment
Material F226-1
Plant 1000
3. Confirm your entries with Enter.
4. Select the MRP element PldOrd and double-click this line or choose Add. data for element.
The planned order contains three dates: The order finish and order start dates, and the planned opening date. If the planned opening date has been reached, the planned order
is converted to a production order. The planned opening date is determined using the scheduling margin key of the material master.
5. Choose Convert planned order to production order.
You now branch to the production order. The system explodes the routing and the BOM. The production order type is YBM1.
6. Save the production order and make a note of the production order number: Production order number: ________________.
7. This takes you back to the Stock/Requirements List as of <o’clock> Hrs screen. Choose Refresh (F6). Instead of PldOrd, PrdOrd (production order) is now displayed in the MRP element column. 8. Choose Back to return to the SAP Easy Access screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
A production order for the handling unit production (F226-1) has been created.
4.3.2 Release Production Order for Handling Unit
Use
Release at order header level releases the order and all its operations. The order and the operations receive the status REL (released). You can release a production order in create and change modes.
Prerequisites
The production order created by the MRP controller has been assigned a release date in accordance with the scheduling margin key. The production scheduler selects all the created production orders with a release date and releases all relevant production orders by means of mass processing.
Procedure
1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics → Production → Capacity Planning → Requirements → Production Order → Control → Collective Release
Transaction code CO05N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S) Business role menu Production Planning → Monitoring → Release Production Orders 2. On the Release Production Orders screen, enter the following data:
Field name Description User Action and Values Comment
List Order Headers
Material F226-1
Order type YBM1
Select. at operation level
Plant 1000 Production Plant
3. On the Mass processing -Release tab page, in the Function parameter area, select Order release.
4. Confirm your entries with Enter and choose Execute (F8) to execute the report. 5. Make a note of the total order quantity ________________________.
6. Select the production orders and choose Mass Processing (Ctrl + F8) → Execute (F8)
to execute Mass processing.
7. The system status of the order has changed from CRTD (created) to REL (released). 8. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
The production order has been released.
4.3.3 Material Staging for Production Order
Use
This activity pulls the materials required for the Production Order from various storage locations to the production storage location.
The materials required are located in the available stock of the supplying storage location.
This activity pulls the materials required for the Production Order from various storage locations, for example Stores (1050) to the production storage location Shop Floor (1020).
On the Enter Other Goods Receipt: new items screen, enter the required materials and the quantities. Save your entries. Enter the sales order number / item if you are using materials for sales order dependent requirements.
In case that there is enough material in the production storage location Shop Floor (1020) or if the requirement date is not yet reached, material staging is not possible.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Production Shop Floor Control Goods Movements Material Staging Pull List
Transaction code MF60
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Manufacturing (SAP_BPR_SHOPFLOORSPECIALIST-S) Business role menu Shop Floor Discrete
Material Staging
2. On the Material Staging for Planned Orders screen make the following entries:
Field name Description User action and values Comment
Stor.loc.level X select
Plant 1000
Selection period for reqmts < enter a date > Todays Date
3. Choose the Production/process orders tab and make the following entries:
Field name Description User action and values Comment
MRP Controller < MRP controller > Optional
Order < order number > Optional
Selection period for reqmts. Leave blank if
necessary
4. Choose Execute.
5. On the Pull List: Storage location level screen, choose Select all (at the bottom of the screen).
6. Choose Create Replenish. Proposals.
7. At the top of the screen, choose Replenishment Elements.
8. For each replenishment element, enter a storage location in field RepLoc (Replenishment storage location).
The Replenishment storage location is the storage location for external procurement as specified in the material master MRP2 view. This should be the same storage location used on the Purchase Order.
9. At the bottom of the screen, choose Select all.
10. Choose Stage.
12. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
The system transfers the materials (material document) from the component storage location to the manufacturing storage location. To view a pick list, use transaction code CO27.
4.3.4 Optional: Printing Shop Floor Papers (Finished Good)
Use
If you want to print the shop floor papers of your production order carry out the following steps.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics → Production → Shop Floor Control→ Order → Change
Transaction code CO02
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S) Business role menu Production Planning Monitoring
2. On the Production Order Display: Initial Screen (SAP GUI) make the following entries: or on the Monitoring Screen choose the tab page All Production Orders (x) mark >your production order number< (noted before) and choose Process Order Change Order (SAP NetWeaver Business Client). On the Production order Change: Header screen make the following entries:
Field name Description User Action and Values Comment
Production order Order number of the Finished Good order Enter the number of your Finished Good order you noted down before 3. Confirm your entries with Enter.
4. On the Production Order Change: Header screen, choose from the menu, Functions Print (SAP GUI) or
choose More Functions Print ( SAP NetWeaver Business Client). 5. Choose Save.
6. In the Print dialog box, make the following entries and continue with Print.
Field name Description User action and values Comment
Output Device LOCL For output with Windows
default printer Print immediately (set indicator)
7. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
The shop floor papers were printed on the Windows default printer.
4.3.5 HU-Packaging in Production Order (Finished Good)
Use
You prepare the handling units required for packaging of your finished product. You may use the numbers of the handling units for pallet labels (label printing not part of this scenario).
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Central Functions Handling Unit Managementl Processing Handling Units Work Order – Finished Order
Transaction code COWBPACK
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Manufacturing (SAP_BPR_SHOPFLOORSPECIA_DIFM-K) Business role menu Shop Floor Discrete Packing in Production Orders
2. On the Pack for Order screen, in the Process order field, enter your order number (noted from step before).
3. Choose Enter. 4. Choose Save.
5. Choose the Display Saved HUs button to display the detailed data for the handling units from the process order.
6. On the Ttl content tab check if each 20 pieces have been packed into one HU.
7. From the Pack HUs tab page, take a note of the handling unit numbers:__________________., __________________.
8. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
Material F226-1 will be automatically packed on pallets. Handling unit numbers for the pallets have been created.
4.3.6 Goods Receipt for Handling Units
Use
After filling the pallets, they have to be received into storage.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Production Shop Floor Control Goods Movements Goods Receipt with HU
Transaction code COWBHUWE
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Shop Floor Specialist (SAP_BPR_SHOPFLOORSPECIA_DIFM-K) Business role menu Shop Floor Discrete GR HU for Production Order
2. On the Enter Goods Receipt: New Item screen, in the Order field, enter your order number, and choose Enter.
3. Choose Propose HU.
4. In the Selection from Order screen area, set the Deliv. Compl. Indicator.
5. Dependent on the processing option for further sales, maintain the storage location for each Handling Unit within the table
Option 1: storage location 1080 (Full Warehouse Management)
Option 2: storage location 1090 (Handling unit storage location without warehouse management)
6. Choose the Post icon.
The system displays the message „Goods receipt for handling units was posted successfully”. 7. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
4.3.7 Monitor Handling Units
Use
You can check the handling unit status and contents with the handling unit monitor.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Central Functions Handling Unit Management Handling Unit Monitor
Transaction code HUMO
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Shop Floor Specialist (SAP_BPR_SHOPFLOORSPECIA_DIFM-K) Business role menu Shop Floor Discrete HU Monitor
2. On the Selection of Handling Units screen, enter the following values on the HU-general data tab:
Field name Description User Action
and Values Comment
Warehouse number Y01 option 1 (full WM) : Y01
option 2 (lean WM): leave blank 3. On the Selection of Handling Units screen, enter the following value on the Contents tab:
Field name Description User Action and Values Comment
Material F226-1
Plant 1000
Storage Location 1080
4. Choose Execute.
5. On the HU Monitor: Selected Handling Units screen, click your handling unit.
6. On the Detailed Data for Handling Unit screen, choose the Status tab to check that the status is PHEX WHSE (= physically exists in warehouse)
7. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
4.3.8 Confirming Production for Handling Unit production
Use
The confirmation documents the processing status of orders and their operations. Additionally, backflushed components are issued.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics → Production → Shop Floor Control → Confirmation → Enter → For Operation → Time ticket
Transaction code CO11N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S) Business role menu Production Planning Monitoring
On the All Production Orders tab page, select your production order and choose Confirm Confirm Order Operation.
2. On the Enter time ticket for production order screen, make the following entries: Field name Description User Action and Values Comment Order < your previous order number >
Confirm. type Final confirmation 3. Confirm your entries with Enter.
4. In the Yield field, enter your produced quantity.
5. In the To confirm-Labor field, enter a value (for example, 40 min) for machine time and 440 min for labor time and confirm with Enter.
6. Choose Goods movements.
The system shows you an overview table of all materials for which the withdrawing is done automatically with the confirmation of the operation.
The material R124 is set for backflush (in material master) so that the withdrawing is done automatically after you confirm the operation.
7. Save your entries.
8. Choose Back to return to the SAP Easy Access screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
You have confirmed the production for handling unit production.
4.3.9 Create transfer order from stock list for putaway (option 1:
Full WM)
Use
After production of a handling unit the pallets have to be moved from the production goods-receipt area into the central storage area. You inform the forklift driver using a stock transfer order.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Logistics Execution Internal Whse Processes Stock transfer Create transfer order From Stock List
Transaction code LT10
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIA-DIFM-K) Business role menu Warehouse Management Consumption and Transfers Create
Transfer Order from List
2. On the Stock Transfer: Start screen, make the following entries:
Field name Description User Action and Values Comment Warehouse
number Y01
Storage Type D21
3. Choose Execute.
4. On the Stock Transfer: Overview screen, select your storage bins:
ST StorageBin Plnt ……
X < Storage bin number equal to your production order number > 1000 X < Storage bin number equal to your production order number > 1000 5. Choose Stock Transf Frgrnd.
6. On the Specify Destination Data dialog box, make the following entries
Field name Description User Action and Values Comment
Storage Type D07
Stor. Unit Type E1
7. Choose Copy.
8. On the Stock Transfer: Overview screen choose Back to return to the SAP Easy Access screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
You have created the stock transfer order for putaway of the produced handling units.
4.3.10
Confirm stock transfer order for putaway (option 1: Full
WM)
Use
After physical putaway the forklift driver confirms the putaway via stock transfer confirmation.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material
Transaction code LT24
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warhouse Management Consumption and Transfers Display
Transfer Order / Material
2. On the Stock Transfer Ordes for Material screen, make the following entries:
Field name Description User Action and
Values Comment
Warhouse number Y01
Material F226-1
Only open TO items X
3. Choose Execute.
4. On the Transfer Orders: List for Material screen click the red button of your Handling Unit. Each Handling unit is divided in 20 pieces.
5. Choose Confirmation in Foreground.
6. On the Confirm Transfer Order: Overview of Transfer Order Items screen choose Save. 7. Go back to the Transfer Orders: List for Material screen.
8. Repeat step 4 to 7 for all your transfer orders.
9. On the Transfer Orders: List of Material screen the red button changed into green. Your handling units have been posted to the goods-receipt area within production and now have been moved into the central storage area, using a stock transfer order.
10. Choose Back to return to the SAP Easy Access screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
You have moved the handling units into the central storage area. The stock transfer orders are confirmed.
4.3.11
Check WM Stock of handling units (option 1: Full WM)
Use
You can check your WM storage informations for your handling units
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Bin Stock per Material
Transaction code LS24
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Monitoring (SAP_BPR_WAREHOUSESPECIALIST-K) Business role menu Warehouse Management Inventory Control Display Quants
for Material
2. On the Stock per Material screen make the following entries:
Field Name User action and values Comment
Warehouse Number Y01
Material F226-1 Plant 1000 Storage Location 1080 Stock Category * Special Stock * 3. Choose Enter.
4. On the Stock per Material screen you can see the stock for your material. 5. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Your finished product was initially received into the goods-receipt area for production (storage type D21). With the stock transfer order it is then moved into the central storage area of the warehouse (storage type D07).
Process step Storage type Storage bin
Goods receipt for production
order D21 storage bin # identical to production order #
Central storage D07 dynamic storage bin #,
beginning with 01-01-01.
Shipping Area Deliveries D51 storage bin # identical to
delivery #
4.4 Sales Order Processing
4.4.1 Enter Sales Order (option 1: Full WM and option 2: without
WM)
Use
You now create a sales order for the goods that are packed in the handling unit.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Sales and Distribution Sales Order Create
Transaction code VA01
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Sales Administration
(SAP_BPR_SALESPERSON-S)
Business role menu Sales Sales Orders Create Sales Order 2. Enter the following data, and choose Enter:
Field name User action and values Comment
Order Type OR
Sales Organization 1000 Distribution Channel 10
Division 10
Field name User action and values Comment Sold-to party 100000
PO number <any number> Enter a customer purchase order number as reference
PO date <today>
Material F226-1
Order Quantity < material quantity > choose quantity as a multiple quantity of 20, in accordance to the earlier produced quantity (such as 20, 40, 60..)
Un PC
4. Choose the Shipping tab, and select your line item.
5. Choose the Display item details icon at the bottom of the screen.
6. Select the Shipping tab.
7. Enter the following value, dependent on the storage location chosen in the step HU- Entering Goods Receipt for Production Order (Finished Good):
Field name User action and values Comment
Stor. Location
1080 1090
Option 1: Full WM processing
Option 2: Handling units w/o warehouse management
Option 1: storage location 1080 (Full Warehouse Management)
Option 2: storage location 1090 (Handling unit storage location without warehouse management)
8. Choose Save.
9. Take a note of the order number:_____________________.
10. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
4.4.2 Create Outbound Delivery with Order Reference (option 1:
Full WM)
Use
For shipment, the outbound delivery is created with reference to the prior sales order.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Sales and Distribution Sales Order Subsequent functions Outbound Delivery)
Transaction code VL01N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management Shipping Create Outbound Dlv. With
Order Ref.
2. On the Create Outbound Delivery with Order Reference screen, make the following entries: Field name Description User Action and Values Comment
Shipping point 1000
Selection date <enter a date in the future>
Order <your order number> Sales order number noted in previous step
3. Choose Enter.
4. On the Delivery Create: Overview screen, go to the menu and choose for SAP GUI Subsequent Functions Create Transfer Order, for NWBC choose More… Subsequent Functions Create Transfer Order.
5. Confirm the End Document Processing dialog box with Yes.
6. On the Create Transfer Order for Delivery Note: Initial Screen, make a note of your delivery number _______________.
7. Confirm with enter. 8. Choose Stock figures.
9. On the Create Transfer Order for Delivery: Stock Overview screen choose the Stock that can be removed from storage tap page. The handling units are proposed. Maintain the selected quantity (20 PCs for each HU).
10. Choose Save
12. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
The outbound delivery is created, together with the stock transfer order for picking from the warehouse.
4.4.3 Confirm stock transfer order for delivery picking (option 1:
Full WM)
Use
After physical putaway the forklift driver confirms the delivery picking via stock transfer confirmation. 1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Logistics Execution Internal Whse Processes Stock Transfer Display Transfer Order For Material
Transaction code LT24
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management Consumption and Transfers Display
Transfer Order / Material
2. On the Stock Transfer Ordes for Material screen, make the following entries:
Field name Description User Action and
Values Comment
Warhouse number Y01
Material F226-1
Only open TO items X
3. Choose Execute.
4. On the Transfer Orders: List for Material screen click the red button of your Handling Unit. Each Handling unit is divided in 20 pieces.
5. Choose Confirmation in Foreground.
6. On the Confirm Transfer Order: Overview of Transfer Order Items screen choose Save. 7. Go back to the Transfer Orders: List for Material screen.
8. Repeat step 4 to 7 for all your transfer orders.
9. On the Transfer Orders: List of Material screen the red button changed into green. Your handling units have been posted to the goods-receipt area within production and now have been moved into the central storage area, using a stock transfer order.
10. Choose Back to return to the SAP Easy Access screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
You have moved the handling units into the central storage area. The stock transfer orders are confirmed.
4.4.4 Change Outbound Delivery (option 1: Full WM)
Use
You can change the outbound delivery to directly post goods issue from within the delivery.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change Single Document
Transaction code VL02N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management Shipping Change Outbound Delivery 2. On the Change Outbound Delivery screen, make the following entries:
Field name Description User Action and Values Comment
Outbound Delivery <your delivery number> Delivery number noted in previous step
3. Choose Enter.
4. On the Delivery <your delivery number> Change: Overview screen, choose Post Goods Issue. 5. Choose Save.
6. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
The outbound delivery is changed and goods issue posted.
4.4.5 Create Outbound Delivery with Order Reference (option 2:
without WM)
For shipment, the outbound delivery is created with reference to the prior sales order. Handling units are assigned, goods issue is posted for the handling units.
Procedure
1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Sales and Distribution Sales Order Subsequent functions Outbound Delivery)
Transaction code VL01N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management Shipping Create Outbound Dlv. With
Order Ref.
2. On the Create Outbound Delivery with Order Reference screen, make the following entries: Field name Description User Action and Values Comment
Shipping point 1000
Order <your order number> Sales order number noted in previous step
3. Choose Enter.
4. On the Delivery Create Overview screen, mark the line item 10 and choose Pack.
5. On the Processing of Handling Units for Outbound Delivery screen choose the tap page Single Entry.
6. In the Handling unit field, choose the F4 help.
7. On the next Selection of Handling Units screen choose the Contens tap page and make the following entries:
Field name Description User Action and Values Comment
Material F226-1
Storage Location 1090
8. Choose Execute (F8). Select one of the proposed handling unit lines. 9. Choose Enter.
10. Execute selection again (step 8 and 9) for each HU required.
11. Choose tab page Pack material. Check that all of your selected handling units now are listed in the upper table section.
12. Choose Back.
13. On the Delivery: Overview screen, choose tab page Picking. 14. Maintain Picked quantity identical with the Handling unit quantities. 15. Choose Post Goods issue.
16. Go Back (F3) to the SAP Easy Access Screen (SAP GUI) or
choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).
Result
5
Follow-Up Processes
You have finished all activities that are part of the business process described in this document. To accomplish subsequent activities of this business process, carry out the process steps described in one or more of the following scenarios, using the master data from this document.
5.1
Period end closing
Period end closing “General” Plant (181)
Use
In this activity, you perform the period end financial accounting activities for the plant.
These are executed collectively as a part of month-end closing. For more information about the month-end closing procedure, see the Business Process Documentation for period end closing "General" Plant.
Note that month-end closing can only be executed once a month.
Accounts Receivable (157)
Use
In this activity you post the incoming payment.
Procedure
Complete all activities described in the Business Process Documentation of the scenario: Accounts Receivable (157) (Sections Post Payments using Automatic Payments Program, Post Incoming Payment from Customer Manually, Automatic Clearing of open items in customer accounts, Manual Clearing of Open items in customer accounts) using the master data from this document.
Closing Operations SD (203) (optional)
Use
This scenario describes the collection of periodic activities such as day ending activities or legal requirements like Intrastat and Extrastat reporting.
Procedure
Complete all activities described in the Business Process Documentation of the scenario: Closing Operations SD (203) (Sections Review Incomplete Sales Orders, Review Incomplete SD
Documents (deliveries), Review Outbound Deliveries for Goods Issue, and Review List Blocked (for accounting) Billing Documents) using the master data from this document.
6
Appendix
6.1 Reversal of Process Steps
In the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document.
Stock transfer order
Transaction code ( SAP GUI) LT10, LT03
Reversal: Cancel transfer order
Transaction code (SAP GUI) LT15
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIA-DIFM-K)
Business role menu Warehouse Management Consumption and Transfers Create Transfer Order from List
Comment Cancellation is only possible for stock transfer orders which have not yet been confirmed
Confirmation for production order
Transaction code ( SAP GUI) CO11N
Reversal: cancel confirmation
Transaction code ( SAP GUI) CO13
Business role Shopfloor Specialist (SAP_BPR_SHOPFLOORSPECIALIST-S)
Business role menu Shop Floor Discrete Cancel Confirmation of Production Order
Change outbound delivery
Transaction code ( SAP GUI) VL01N
Reversal: change outbound delivery
Transaction code ( SAP GUI) VL02N
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)
Business role menu Warehouse Management Shipping Change Outbound Delivery
Comment If handling units have already been assigned to the delivery, these assignments have first to be deleted before deleting the delivery.
If transfer orders have been created with reference to the delivery (and are not yet confirmed), the transfer orders have to be deleted first.
If transfer orders already have been confirmed, it is not possible to delete the delivery.
6.2 SAP ERP Reporting
Use
The table below lists the reports that you can use to obtain additional information on this business process.
You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports: Financial Accounting: SAP ERP Reports for Accounting (221)
Logistics Processes: SAP ERP Reports for Logistics (222)
Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.
Reports
Report title Transaction
code Comment
Missing Parts Info System CO24 A list of missing parts. Production Order Information System COOIS A list of all production orders.
MRP List MD05 The stock/requirements situation at
the time of the last planning run.
Display of HUs HU03 HUs for identification
Display HU for SD Shipment HUCOWE HUs with Finished Goods for work order
Handling Unit Monitor HUMO
WM stock overview LS24 Bin Stock per material