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PLM115

Basic Data for Process

Manufacturing

mySAP Product Lifecycle Management

Date Training Center Instructors Education Website

Participant Handbook

Course Version: 2005 Q2 Course Duration: 5 Day(s) Material Number: 50072154

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No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

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This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

Typographic Conventions

American English is the standard used in this handbook. The following typographic conventions are also used.

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options.

Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet).

Example text Emphasized words or phrases in body text, titles of graphics, and tables

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program. Example text Exact user entry. These are words and characters that

you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Icons in Body Text

The following icons are used in this handbook.

Icon Meaning

For more information, tips, or background Note or further explanation of previous point Exception or caution

Procedures

Indicates that the item is displayed in the instructor’s presentation.

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Course Overview ... vii

Course Goals...vii

Course Objectives ... viii

Unit 1: Introduction ...1

Process Manufacturing: Functions ...2

Master Data for Process Manufacturing ...5

Unit 2: Materials ... 21

Material Master Record ... 22

Material Type ... 28

Creating and Changing Material Master Records ... 42

Field Selection ... 53

Customized Material Master Record ... 62

Unit 3: Aspects of the Classification System ... 79

Classification System ... 80

Classifying Objects for Process Manufacturing... 85

Unit 4: Aspects of Batch Management ...101

Batches and Batch Management ...102

Batch-Specific Material Units of Measure ... 118

Batch Levels...133

Unit 5: Resources ...141

Resources: Overview ...142

Capacities ...153

Formulas ...157

Creating Resources and Further Maintenance Activities...162

Unit 6: Production Version ...205

Production Version - Overview...206

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Unit 7: Master Recipes (I)...227

Master Recipes: Overview ...228

Creating Header and Operation Data ...238

Unit 8: Master Recipes (II) ...273

Materials in the Master Recipe...274

Creating BOM and Material List ...277

Material Quantity Calculation...291

Example Scenario for Material Quantity Calculation ...299

Unit 9: Master Recipes (III) ...313

Process Management: Overview...314

Maintenance of Process Instructions ...317

Reporting, Mass Processing and Copying ...351

Unit 10: Aspects of the Manufacture of Co-Products ...363

Manufacture of Co-Products - Overview...364

Maintaining Material and BOM...367

Unit 11: Aspects of Quality Inspection During Production ...389

Integration with Quality Management ...390

In-Process Quality Inspection ...394

Unit 12: Engineering Change Management, Recipe Approval ...413

Engineering Change Management - Overview ...414

Changes with a Change Master Record...418

Recipe Approval ...429

Unit 13: Appendix ...463

Material Costing...464

Integration of ECC and SCM (APO)...467

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This course will prepare you to maintain the master data required for process orders in the SAP component ECC.

Software components and releases: SAP Enterprise Core Component 5.0

Target Audience

This course is intended for the following audiences:

• Members of project teams who are responsible for introducing the basic data for process manufacturing (consultants, organizers)

• Managers and employees of the relevant departments

Course Prerequisites

Required Knowledge

• SCM300 (Manufacturing Overview) Recommended Knowledge • SAPPLM (mySAP PLM Overview) • SAPPLM (mySAP SCM Overview)

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Course Goals

This course will prepare you to:

• Maintaining the master data required for process orders in the SAP component ECC. This includes:

– Material masters and batches – Resources

– Production versions

– Master recipes and material BOMs

• Introduction to further aspects of master data maintenance for process manufacturing:

– Using engineering change management and approving master recipes – Mapping the manufacture of co-products onto the system

– Planning quality inspection during production

Course Objectives

After completing this course, you will be able to:

• Creating and managing materials, resources, production versions, master recipes, and material BOMs

• Using engineering change management for recipe approval • Mapping the manufacture of co-products onto the system • Mapping quality inspection during production onto the system • Making important system settings

SAP Software Component Information

The information in this course pertains to the following SAP Software Components and releases:

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Unit 1

Introduction

Unit Overview

This chapter introduces you to the most important functions for mapping process production and the master data required for this.

Unit Objectives

After completing this unit, you will be able to:

• Name the main functions for mapping process manufacturing onto the system • Name and explain the master data required for process manufacturing

Unit Contents

Lesson: Process Manufacturing: Functions... 2 Lesson: Master Data for Process Manufacturing ... 5 Exercise 1: Master Data for Process Manufacturing ... 13

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Lesson: Process Manufacturing: Functions

Lesson Overview

This lesson provides an overview of the main functions for mapping process manufacturing using SAP.

Lesson Objectives

After completing this lesson, you will be able to:

• Name the main functions for mapping process manufacturing onto the system

Business Example

You will first get an overview of the main functions for mapping process manufacturing onto the system using SAP.

Process Manufacturing: Functions

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The main areas providing functions for mapping process manufacturing (named PI on the slide) onto the system are:

• ECC resource management: The PI-specific master data of resources describes all means of production and persons involved in the production process.

• ECC master recipe management: The PI-specific master data of master recipes describes the manufacture of one ore more materials in one production run without relating to a particular order. Master recipes are the basis for process orders.

• ECC process order management: Process orders are created on the basis of master recipes. They describe and monitor the actual production process. • ECC process management coordinates the data exchange with the process

control level. Process management can be used in fully automated, partially automated and manually operated plants.

Production planning and control is, for example, integrated with:

• ECC quality management . Using a special interface, external laboratory information systems (LIMS) can be linked to ECC QM.

• Planning levels preceding production (system ECC and/or system SCM) • The master data and functions of ECC Materials Management (such as material,

inventory management)

The APO Core Interface (CIF) allows ECC master data to be transferred to the SCM system.

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Lesson Summary

You should now be able to:

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Lesson: Master Data for Process Manufacturing

Lesson Overview

This lesson provides an overview of the master data required for process manufacturing

Lesson Objectives

• Name and explain the master data required for process manufacturing

Business Example

Find out about the master data required for process manufacturing: • Material and batch

• Resource

• Production version • Master recipe • Material BOM

Master Data

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Master Data for Process Manufacturing (ECC)

Figure 3: Master Data for Process Manufacturing (ECC)

Master data is data in the SAP system that remains unchanged over an extended period of time. It contains information that is used in the same manner for similar objects.

The material is the central master record in Logistics. In general, SAP defines a material as a substance or commodity that is bought or sold on a commercial basis, or is used, consumed or created in production.

A batch is a subset of a material with unique specifications. The batches of one material are managed in separate stocks. With regard to the production process, a batch is a quantity of a material produced in a given production run. This quantity, therefore, represents a non-reproducible unit with unique specifications.

The resource master data describes the means of production in the production process. A production version determines which alternative BOM is used together with which master recipe for process order production.

The master data of master recipes describes the manufacture of one or more materials in one production run without relating to a particular order.

Material BOMs are used to represent the structure of products that a company manufactures. They are usually created and maintained from within the master recipe (integrated maintenance).

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Material

Figure 4: Material

Batch

Figure 5: Batch

In the SAP system, batches always depend on the corresponding materials. Batches are created for a material.

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Resource

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Production Version

Figure 7: Production Version

Master Recipe

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A master recipe defines the following data that is required for the production of materials without relating to a particular order: processing steps, resources, material components, data for quality inspection during production, and control information for the process control level.

The master recipe is the basis for the creation of process orders. A process order describes an actual production process and contains, for example, production dates and quantities to be produced.

A control recipe contains all the information necessary for the execution of a process order by a certain process control system or process operator. Control recipes are generated from the process instructions in a process order and transferred to the corresponding destination in process control. Process instructions are defined in the master recipe on which the process order is based.

Material BOM

Figure 9: Material BOM

Bill of material (BOM): A complete, fully structured list of the components that make up a product or assembly. The list contains the object number of each component together with the quantity and unit of measure.

Material BOMs are used to represent the structure of products that a company manufactures. You create material BOMs with reference to a material master record. The BOM can comprise items of various item categories, such as stock item, non-stock item, document item, text item.

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Material BOMs are usually created and maintained from within the master recipe (integrated maintenance).

Material BOM data is, for example, important for: • Material requirements planning

• Material staging during production • Product costing

Process Manufacturing: Data Flow

Figure 10: Process Manufacturing: Data Flow

Production requirements trigger the production process. Production requirements are created in material requirements planning in the form of planned orders. Planned orders define the basic dates and planned quantities for production.

During process planning, planned orders are converted into process orders. The basic dates and production quantities are copied from the planned order. The actual production dates are calculated using the basic dates. You can also create process orders manually.

A process order provides a detailed description of the actual production of one or more materials in one production run. It is the main control instrument in production, describing and monitoring all planned and actual data relating to production.

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A master recipe is used as the basis for a process order. It defines, for example, the planned resources and material components.

After a process order has been released for production, process management bundles the process instructions maintained in the order into control recipes. The control recipes are either transferred to a process control system using a specific interface or are displayed online in the form of a process instruction sheet (PI sheet) that can be read and maintained by process operators.

Process management in turn receives process messages from the process control level and forwards them to various destinations. For instance, it is possible to record confirmations for the process order, transfer actual values of the process to functions for process data documentation and evaluation, post material consumptions or production yields as goods movements and transfer quality data to results recording in QM.

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Exercise 1: Master Data for Process

Manufacturing

Exercise Objectives

After completing this exercise, you will be able to: • Log on to the system

• Navigate in the process manufacturing menu paths

Business Example

Your company is a process manufacturing enterprise.

You belong to the project team that is implementing the basic data for the process manufacturing functions in the SAP ECC component.

The basic data that you will define covers materials, batches, resources, and production versions with master recipes and material BOMs.

You will first get an overview of the main functions for mapping process manufacturing onto the system using SAP and the master data required for this.

Task 1:

Logging on to the systems:

Hint: Your instructor provides the information required for logging on. 1. Logging on to the PC

USER: PASSWORD:

Logging on to ECC system CLIENT:

USER: PASSWORD: LANGUAGE: EN

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Task 2:

Overview of the functions of process manufacturing

1. Use the course material to get an overview of the functional areas for mapping process manufacturing.

In addition, get an overview of the relevant menu paths in the ECC system.

Task 3:

Overview of the master data for process manufacturing

1. Use the course material to get an overview of the master data for process manufacturing.

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Solution 1: Master Data for Process

Manufacturing

Task 1:

Logging on to the systems:

Hint: Your instructor provides the information required for logging on. 1. Logging on to the PC

USER: PASSWORD:

Logging on to ECC system CLIENT: USER: PASSWORD: LANGUAGE: EN a) No information required.

Task 2:

Overview of the functions of process manufacturing

1. Use the course material to get an overview of the functional areas for mapping process manufacturing.

In addition, get an overview of the relevant menu paths in the ECC system. a) Overview of the functions of process manufacturing

SAP Menu → Logistics → Production – Process → (...)

Task 3:

Overview of the master data for process manufacturing

1. Use the course material to get an overview of the master data for process manufacturing.

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In addition, get an overview of the relevant menu paths in the ECC system. a) Overview of the master data for process manufacturing

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Lesson Summary

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Unit Summary

• Name the main functions for mapping process manufacturing onto the system • Name and explain the master data required for process manufacturing

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Test Your Knowledge

1. Name the main functional areas for mapping process manufacturing

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Answers

1. Name the main functional areas for mapping process manufacturing Answer:

• Resource management • Master recipe management • Process order management • Process management

2. Name the main functional areas for mapping the required master data. Answer: • Material • Batch • Resource • Production version • Master recipe • Material BOM

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Unit 2

Materials

Unit Overview

This chapter introduces you to material master records.

Unit Objectives

After completing this unit, you will be able to:

• Explain the structure of a material master record. • Create and maintain material types

• Create and maintain material master records • Set up field selection for material masters

• Set up screen sequence control for material masters

Unit Contents

Lesson: Material Master Record ... 22 Lesson: Material Type... 28 Exercise 2: Material and Material Type... 33 Lesson: Creating and Changing Material Master Records ... 42 Exercise 3: Creating and Changing Material Master Records... 45 Lesson: Field Selection ... 53 Exercise 4: Field Selection ... 57 Lesson: Customized Material Master Record... 62 Exercise 5: Customized Material Master Record ... 65

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Lesson: Material Master Record

Lesson Overview

This lesson introduces you to the definition and the structure of a material master record.

Lesson Objectives

After completing this lesson, you will be able to: • Explain the structure of a material master record.

Business Example

Find out about the structure of material master records

Material and Material Master Record: Definition

Material

Substance or commodity that is bought or sold on a commercial basis, or is used, consumed, or created in production.

Material master record

A data record containing all the basic information required to manage a material.

The data is sorted according to various criteria including data of a descriptive nature and data with control functions.

It is sorted according to different criteria. Materials are created as material master records.

A material master record contains data of a descriptive nature (such as size, dimension, weight) and data with control functions (such as material type).

In addition to this data, which the user can maintain, the material master record also contains data that is automatically updated by the system (such as stock levels). An alphanumeric material number identifies a material master record in the system. This material number is unique at the client level.

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Material Master Record: Views

Figure 11: Material Master Record: Views

Each department of a company needs to maintain different information on a material. Therefore, the material master record comprises different views.

A view groups all data on a material created by a particular department (such as Purchasing, MRP, Work scheduling) in the master record.

The views shown to the left are the minimum material master views that must be maintained for in-house production. The additional views to the right are typical for process manufacturing.

In accordance with their different usages, the materials of a company are grouped together in material types. For each material type you specify, for example, which views of a material master record can be accessed.

Master record data is assigned to different organizational levels of the SAP ECC system. When maintaining specific views, you must therefore enter the organizational units (such as plant, storage location, and purchasing organization) for which you want to maintain the data.

For each user, you can specify which views of the material master record may be maintained or displayed.

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Organizational Levels in ECC

Figure 12: Organizational Levels in ECC

Organization levels in ECC serve as hierarchical representations of the legal and/or organizational structure of an enterprise. They form a framework that supports all business activities and enable you to design your company structure based on your business processes.

The client represents the highest organizational level. A client is a self-contained unit in an SAP system with separate master records and its own set of tables. A client is, for example, a group of companies with several subsidiaries. The company data of an SAP installation is differentiated according to clients and usually also according to lower organizational levels.

The controlling area is an organizational unit in accounting used for costing.

A company code represents an independent accounting unit, for example, a company within a corporate group. Each company code contains one self-contained set of books. Balance sheets and profit and loss statements, required by law, are created at the company code level.

Within production planning and control, the plant is the central organizational unit. A plant is a production facility or a facility used to group storage locations. A plant is a unit performing material requirements planning and inventory management. Therefore, it is an important organizational element for materials management.

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Within a plant, material stocks can be managed separately for different storage locations (inventory management).

The valuation area represents the organizational level at which material quantities and values can be managed. For order and product costing, a separate valuation area must exist for each plant.

Organizational Levels and Material Master Data

Figure 13: Organizational Levels and Material Master Data

Some material data is valid at all organizational levels, while other data is only valid at certain levels. The material master is designed in a way that it reflects the hierarchical structure of the company and it can be maintained centrally without data redundancy. The material master record information is organized in a hierarchical fashion, according to organizational levels.

Master record data is assigned to different organizational levels of the SAP ECC system. When maintaining specific views, you must therefore enter the organizational units (such as plant, storage location, and purchasing organization) for which you want to maintain the data.

Data at client level: This level contains material data that commonly applies to all lower levels of a client. This includes material descriptions, base units of measure, alternative units of measure, weight, volume, and classification data. This data is accessed using the material number.

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Data at plant level: This level contains material data that applies to a particular plant. To access the plant data, a plant number must be specified along with the material number. To create a bill of material and a master recipe at least one plant level view must exist for the material master.

Data at storage location level: This level contains material data that applies to a particular storage location. To access the storage location data, you need to specify the plant number and the storage location number along with the material number.

Material Master Record: Navigation and Maintenance

Figure 14: Material Master Record: Navigation and Maintenance

To maintain a material, you enter the material number on the initial screen. You then select the organizational levels and views of the main data screens.

The data screens on the main level are displayed in a standard sequence defined in Customizing. However, you can jump from screen to screen and thus interrupt the standard sequence.

To reach the additional data screens, choose the Additional Data pushbutton from within the corresponding view.

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Lesson Summary

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Lesson: Material Type

Lesson Overview

This lesson introduces you to material types.

Lesson Objectives

After completing this lesson, you will be able to: • Create and maintain material types

Business Example

You are to create enterprise-specific material types.

Material Type

• When creating a material master record, the material must be assigned to a material type.

• Material types

– are used for summarizing materials with the same basic attributes. for example, raw materials, semi-finished products or finished products – Determine certain attributes of the material and have important control

functions

Within a company, different materials are used for different purposes. Material master records must therefore meet different requirements with regard to views to be maintained and control of certain business transactions.

To be able to manage different materials in the same way according to the company's requirements, materials with the same attributes are divided into groups and given a material type.

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Control Using Material Type

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The material type controls, for example:

• The field selection and screen sequence for material master maintenance • The access to material data by means of authorization groups

• Whether a material number can be assigned internally and/or externally • From which number range interval the material number is taken

• Whether externally assigned material numbers are checked against a number range

• How the material item category for SD documents is determined

• Whether material costing is to take place with or without a quantity structure • Whether the initial status of a material batch is to be Unrestricted or Restricted • Whether the material is intended for a special purpose (for example, as a

configurable material or process material)

• Which procurement type is assigned to the material. This means whether the material is intended for external procurement (external purchase order) and/or in-house production (internal purchase order).

• Which user department data can be entered, that is, which views are allowed for material maintenance

• Price control

• The determination of G/L accounts to be updated in valuation-relevant transactions (for example, goods movement)

In conjunction with the plant the material type determines the inventory management requirement of the material, that is:

• Whether quantity changes are updated in the material master record

• Whether value changes are also updated in balance sheet accounts in financial accounting

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Material Types in the Standard System: Examples

Figure 16: Material Types in the Standard System: Examples

The graphic shows the main settings for some of the material types available in the standard system (FERT: finished product; HALB: semi-finished product; ROH: raw material; PIPE: pipeline material; PROC: process material; INTR: intra material). The material types most frequently used in production planning and control include FERT, HALB and ROH.

If required, you can define your own material types. Changing material types:

• You can change the material type without restrictions if no stocks, reservations, or purchasing documents exist for the material.

• If stocks, reservations, or purchasing documents exist, you can only change the material type provided that:

– The same G/L account is used

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Industry Sector

• When creating a material master record, the material must be assigned to an industry sector.

• An industry sector:

– Specifies the branch of industry to which the material is assigned, for example, chemical industry, pharmaceuticals, food

– Influences the screen selection and screen sequence for material master maintenance

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Exercise 2: Material and Material Type

Exercise Objectives

After completing this exercise, you will be able to: • Create and maintain material masters

• Describe the functions of material types

Business Example

In a first step of master data maintenance, you must: • Create material master records

and

• Define your own material types if required

Task 1:

Material Master Record: Navigation and Maintenance

1. Go to the following material master in change or display mode: Material: T-FJ1##

2. Select view(s):

Which views have been maintained for the material? Choose the Basic Data view and some other views. 3. Organizational levels:

Use the input help (F4) to select a plant and storage location. 4. Navigate through the material master views you selected.

Then go to views that you have not selected when accessing the material master. 5. Navigate to the additional data level.

Which alternative units of measure have been maintained, for example? 6. Display the administrative data (information on material).

For which industry sector and material type was the material created? Which users have created or changed which views and when?

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Task 2:

Settings for material types

Display the material types defined in Customizing for finished products, semi-finished products, raw materials, and pipeline materials.

Caution: Make sure you do not change the data in Customizing. Exit the Customizing view without saving when you have completed the exercise. 1. Write down the settings for the parameters in the following table:

Parameters Finished product Semi-finished Product Raw material Pipeline material Material type Are internal orders allowed? Are external orders allowed? Which fields are selected in the User departments group box? Work scheduling? Accounting? MRP? Purchasing? Costing?

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Parameters Finished product Semi-finished Product Raw material Pipeline material Sales? Which price control is set? Does a quantity and value update take place for the material type?

2. Which function does the field “External no. assignment w/o check have”?

3. Which function does the “With Qty Structure” field have?

Task 3:

Creating a new material type 1. a) Create a new

Material type PI## Material Type Group ## as a copy of

(Template) material type HALB semi-finished product. b) Notice the following about the new material type: - External and internal orders are allowed.

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- Externally assigned material numbers are checked against a number range. - Material costing with a quantity structure (BOM, task list) is defined. - For materials of this material type, the following user departments may be maintained:

Work scheduling Costing

Accounting Basic data

Classification Plant stocks

MRP Storage location stocks

Purchasing

- In all valuation areas, quantities and values are to be updated for materials of this material type.

- All materials of this material (not changeable) are to be valuated according to the moving average price.

- Account assignment is to take place according to account class reference 0008, in the same way as for material type HALB.

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Solution 2: Material and Material Type

Task 1:

Material Master Record: Navigation and Maintenance

1. Go to the following material master in change or display mode: Material: T-FJ1##

a) (...) → Material Master → Material → Display → Display Current

2. Select view(s):

Which views have been maintained for the material? Choose the Basic Data view and some other views.

a) The view selection contains the views that have been created for the material so far.

3. Organizational levels:

Use the input help (F4) to select a plant and storage location. a) See exercise

4. Navigate through the material master views you selected.

Then go to views that you have not selected when accessing the material master. a) You can use the Enter key to navigate through the views selected.

By choosing the relevant tab page, you can navigate to the views you did not select on the initial screen.

5. Navigate to the additional data level.

Which alternative units of measure have been maintained, for example? a) Choose the Additional Data and then the Units of Measure tab. 6. Display the administrative data (information on material).

For which industry sector and material type was the material created? Which users have created or changed which views and when? a) Choose the i button (Information on Material).

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Task 2:

Settings for material types

Display the material types defined in Customizing for finished products, semi-finished products, raw materials, and pipeline materials.

Caution: Make sure you do not change the data in Customizing. Exit the Customizing view without saving when you have completed the exercise. 1. Write down the settings for the parameters in the following table:

Parameters Finished product Semi-finished Product Raw material Pipeline material

Material type FERT HALB ROH PIPE

Are internal orders allowed? Yes Yes No No Are external orders allowed? Allowed with warning Yes Yes No Which fields are selected in the User departments group box? Work scheduling? Yes Yes No No

Accounting? Yes Yes Yes Yes

MRP? Yes Yes Yes No

Purchasing? Yes Yes Yes Yes

Costing? Yes Yes Yes No

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Parameters Finished product Semi-finished Product Raw material Pipeline material

Sales? Yes Yes No No

Which price control is set?

Standard price Standard price Moving average price Moving average price Does a quantity and value update take place for the material type? Depends on valuation area Depends on valuation area Depends on valuation area In none of the valuation areas

a) SAP Menu → Tools → Customizing → IMG → Execute Project / Pushbutton SAP Reference IMG

SAP Customizing Implementation Guide → Logistics - General→ Material Master → Basic Settings → Material Types → Define Attributes of Material Types.

Double-click the relevant material type.

2. Which function does the field “External no. assignment w/o check have”? Answer: Choose F1 on the field.

If the indicator is set, the material number can be assigned externally without being compared with the number range for the material type.

3. Which function does the “With Qty Structure” field have? Answer: Choose F1 on the field.

This field is used to control whether material costing is carried out with or without a quantity structure (BOM and task list).

Task 3:

Creating a new material type 1. a) Create a new

Material type PI## Material Type Group ## as a copy of

(Template) material type HALB semi-finished product.

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b) Notice the following about the new material type: - External and internal orders are allowed.

- Externally assigned material numbers are checked against a number range. - Material costing with a quantity structure (BOM, task list) is defined. - For materials of this material type, the following user departments may be maintained:

Work scheduling Costing

Accounting Basic data

Classification Plant stocks

MRP Storage location stocks

Purchasing

- In all valuation areas, quantities and values are to be updated for materials of this material type.

- All materials of this material (not changeable) are to be valuated according to the moving average price.

- Account assignment is to take place according to account class reference 0008, in the same way as for material type HALB.

Save the material type.

a) Creating a new material type

Customizing (...) → Logistics - General → Material Master → Basic Settings → Material Types → Define Attributes of Material Types

b) Select material type HALB

Copy as... icon

Overwrite material type HALB with new material type PI## Make further settings as described.

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Lesson Summary

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Lesson: Creating and Changing Material Master Records

Lesson Overview

This lesson introduces you to the creation and maintenance of material master records.

Lesson Objectives

After completing this lesson, you will be able to: • Create and maintain material master records

Business Example

You create the material master records required for the materials in your company.

Creating a Material Master Record

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Figure 18: Extending a Material Master Record

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Exercise 3: Creating and Changing Material

Master Records

Exercise Objectives

After completing this exercise, you will be able to: • Create material master records

Business Example

You create material master records that are required for the example scenario of the course.

Task 1:

Default settings for industry sectors and organizational levels

1. To make entering data easier, define default data for the industry sector and organizational level before you create your material master records.

Choose:

Industry sector: Chemical industry

You want to hide the industry sector on the initial screen.

Organizational levels Plant: 1100

Copy from Plant: 1100

You want to display the organizational levels only on request.

Task 2:

Creating material master records 1. Raw Material

Create the following material of material type ROH Raw material by copying the material given in the table below:

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Material Material type Copy from

T-RD1## Raw Material T-RD100

On the Select View(s) screen, select all of the views. Set the Create views selected indicator.

On the Basic Data 1 screen, check the following description for your material:

Material Material description

T-RD1## Sulfuric acid

Save your material master record. 2. Finished product

Create material T-FD1## of material type FERT Finished product by copying the reference material T-FD100:

T-FD1## Finished product T-FD100

On the Basic Data 1 screen, store the following description for your material:

T-FD1## Detergent, group ##

Save your material master record.

Task 3:

Displaying material master records 1. Display the following materials.

What type of materials are they and which material types are assigned to them?

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Material Industry sector Material type Material description T-RD2##

T-RD3## T-RD4## T-RD5##

These materials will be used for the production of the finished product T-FD1## along with the raw material you created in exercise 1-1.

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Solution 3: Creating and Changing Material

Master Records

Task 1:

Default settings for industry sectors and organizational levels

1. To make entering data easier, define default data for the industry sector and organizational level before you create your material master records.

Choose:

Industry sector: Chemical industry

You want to hide the industry sector on the initial screen.

Organizational levels Plant: 1100

Copy from Plant: 1100

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You want to display the organizational levels only on request. a) Default settings for industry sectors and organizational levels

SAP Menu → Logistics → Production - Process → Master Data → Material Master → Material → Create (General) → Immediately

Enter material type, such as ROH Raw material. Enter industry section, such as Chemical industry

Settings → Industry sector.

Industry sector: Chemical industry Hide industry sector on initial screen Settings → Organizational levels... Plant: 1100

Template Plant: 1100

Organizational levels/profiles on request only

Hint: You can also maintain the user settings in Customizing: (...) Logistics - General → Material Master → Configuring the Material Master → Maintain User Settings.

Task 2:

Creating material master records 1. Raw Material

Create the following material of material type ROH Raw material by copying the material given in the table below:

T-RD1## Raw Material T-RD100

On the Basic Data 1 screen, check the following description for your material:

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T-RD1## Sulfuric acid

Save your material master record. a) Raw Material

(…) → Material Master → Material → Create - General → Immediately

b) Select all in the view selection. Create selected views indicator

2. Finished product

Create material T-FD1## of material type FERT Finished product by copying the reference material T-FD100:

T-FD1## Finished product T-FD100

On the Basic Data 1 screen, store the following description for your material:

T-FD1## Detergent, group ##

Save your material master record. a) Finished product

(…) → Material Master → Material → Create - General → Immediately

b) Select all in the view selection. Create selected views indicator

Task 3:

Displaying material master records 1. Display the following materials.

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What type of materials are they and which material types are assigned to them? Material Industry sector Material type Material

description T-RD2##

T-RD3## T-RD4## T-RD5##

These materials will be used for the production of the finished product T-FD1## along with the raw material you created in exercise 1-1.

a)

Material Industry sector Material type Material description

T-RD2## C ROH Lauryl Alcohol

T-RD3## C PIPE Water

T-RD4## C ROH 1-Butanol

T-RD5## C ROH Sodium

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Lesson Summary

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Lesson: Field Selection

Lesson Overview

This lesson introduces you to the settings for the field selection for material master records.

Lesson Objectives

After completing this lesson, you will be able to: • Set up field selection for material masters

Business Example

For special material types you have to set up the field selection of material master records enterprise-specifically.

Field Selection: Influencing Factors

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Field Selection: Influencing Factors and Field References

Figure 21: Field Selection: Influencing Factors and Field References

Each influencing factor is assigned its own field reference for field selection. You can set or define field references for the material type, plant, and industry sector.

The field references for the other influencing factors are predefined.

Field Selection: Field Selection Group

Figure 22: Field Selection: Field Selection Group

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Field Selection: Field Selection Groups and Field

References

Figure 23: Field Selection: Field Selection Groups and Field References

All field selection groups are assigned to all field references.

The field options (hide, display, required entry, optional entry) are defined for each field selection group and field reference.

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Field Selection: Link Rules

Figure 24: Field Selection: Link Rules

The field selection is determined by the field references of several influencing factors (material type,

plant, ...) .

The field references define the field options (hide, show, required entry, optional entry) for the individual field selection groups.

The entries of all field options for the relevant operation are linked to one another for each field selection group.

The link rules shown in the graphic determine which fields are selected for a field selection group.

In order of priority, the signs mean the following: - Hide

* Show

+ Required entry . Optional entry

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Exercise 4: Field Selection

Exercise Objectives

After completing this exercise, you will be able to: • Set up field selection for material masters

Business Example

For special material types you have to set up the field selection of material master records enterprise-specifically.

Task:

Field selection settings for the material type

The following fields are to be Required Entries for materials of material type PI##:

Old material number (MARA-BISMT)

Material status (cross-plant) (MARA-MSTAE) 1. To which field selection groups do these fields belong?

MARA-BISMT: ___ MARA-MSTAE: ___

2. Which fields belong to these groups? Field selection group 11: _______________ Field selection group 155: _______________ 3. Create your own

Field selection reference Z## as a copy of

Field selection reference HALB

Specify for field selection reference Z## that the above fields are required entry fields.

Save your settings.

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4. Assign the field reference Z## to your material type PI##.

5. Test your settings, for example by creating the basic data views for Material T-PI## of

material type PI##

Note which views the system displays.

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Solution 4: Field Selection

Task:

Field selection settings for the material type

The following fields are to be Required Entries for materials of material type PI##:

Old material number (MARA-BISMT)

Material status (cross-plant) (MARA-MSTAE) 1. To which field selection groups do these fields belong?

MARA-BISMT: ___ MARA-MSTAE: ___

a) Determining the field selection groups:

Customizing: Logistics - General → Material Master → Field Selection → Assign Fields to Field Selection Groups

→Goto → Position Cursor ...

MARA-BISMT: Field selection group 11 MARA-MSTAE: Field selection group 155 2. Which fields belong to these groups?

Field selection group 11: _______________ Field selection group 155: _______________

a) Customizing: Logistics - General → Material Master → Field Selection → Maintain Field Selection for Data Screens

Enter field selection group 11 in the relevant field and choose Enter to confirm.

Only the MARA-BISMT field belongs to field selection group 11. Now enter field selection group 155.

The MARA-MSTAE field and the MARA-MSTDE field belong to group 155.

3. Create your own

Field selection reference Z##

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as a copy of

Field selection reference HALB

Specify for field selection reference Z## that the above fields are required entry fields.

Save your settings.

a) Select the line for field reference HALB and choose Edit → Copy As... Overwrite the reference HALB with your target reference Z## and choose

Enter to confirm.

Now set the Reqd entry indicator for the field selection groups 11 and 115 for your field reference Z##.

Save your settings.

4. Assign the field reference Z## to your material type PI##.

a) Customizing: Logistics - General → Material Master → Basic Settings → Material Types → Define Attributes of Material Types

Select your material type PI## and choose Goto → Details. Field reference: Z##

Save your settings.

5. Test your settings, for example by creating the basic data views for Material T-PI## of

material type PI##

Note which views the system displays.

Note that the above fields now require an entry. a) See exercise description

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Lesson Summary

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Lesson: Customized Material Master Record

Lesson Overview

This lesson introduces you to the settings for the screen sequence control for material master records.

Lesson Objectives

• Set up screen sequence control for material masters

Business Example

For special material types and user groups you have to set up the screen sequence control of material master records enterprise-specifically.

Customized Material Master

Figure 25: Customized Material Master

Customized material masters support sufficient data maintenance by creating entry dialogs specific to your company's data requirements.

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The material master is a set of logical screens organized in a specific sequence when more than one view is selected. This organization of logical screens is referred to as a screen sequence.

Each logical screen consists of several programmed sets of material master fields. In ECC these are called screen modules or subscreens. The field assignments to a screen module cannot be changed in Customizing.

In Customizing for the Material Master you can: • Maintain screen sequences and screens

• Control the selection of a screen sequence using the influencing factors.

Configuring Customized Material Masters

Figure 26: Configuring Customized Material Masters

Additional notes:

When you create your logical screens, we recommend using the standard screen modules that already exist.

You need your own screen modules if you require non-standard field groupings or new fields.

To create your own screen modules, copy the standard program SAPLMGD1 into your own function group (for instructions, see IMG). Then you can create the subscreens you require in the new function group.

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Append structures are defined in the Data Dictionary so that you can integrate your own fields.

You can only integrate fields from user-specific tables and user-specific subsreen containers in the SAPLMGMM program by using modifications.

You have to use the Implementation Guide to create your own material master dialogs.

Influencing Factors for Screen Sequences

Figure 27: Influencing Factors for Screen Sequences

You can create one screen reference per user, material type, and industry sector. The screen references for transactions are predefined.

The screen sequence becomes valid for the appropriate user, material types, and industry sectors by assigning a combination of screen references to a screen sequence.

In the example in the graphic, the screen sequence 01 would be valid for all users who are assigned to the “MU” reference, irrespective of industry sector and material type.