SAP PP/QM
Configuration
INDEX
1. OVER VIEW:- 4
2. GETTING INTO THE CONFIGURATION AREA OF SAP 8 3. MASTER DATA CONFIGURATION - BOM 12
3.1 Define BOM Usage 12
3.2 Define Default Values for item status 16 3.3 Define Allowed Material type for BOM Header 20
3.4 Define BOM Status 23
3.5 Define Item Category 26
3.6 Define Allowed item type for BOM Item 30 3.7 Define Explosion types 33 3.8 Define Order of Priority 36
3.9 Define Application 40
3.10 Define Alternative Determination for Multiple BOM 44 3.11 Alternative determination in related application Area 46
3.12 Define User-specific setting 47
4. WORK CENTER 50
4.1 Define Work center Category 51 4.2 Define Field Selection 54 4.3 Define Task List usage 58
4.4 Define Parameters 61
4.5 Define Standard Value 65
4.6 Determine Person Responsible 69
5. CAPACITY PLANNING 76
5.1 Define Capacity Category 76 5.2 Determine Capacity Planner 78
5.3 Define Shift Sequence 81
5.4 Define Formula Parameters for Work centers 88 5.5 Define Formula for Work centers 91 5.6 Define Factory calendar 95 5.7 Define Default Capacity 106 5.8 Define Work center screen sequence 109
6. ROUTING 112
6.1 Define Standard value description in operation over view 113 6.2 Define Routing Status 115 6.3 Define Task List usage 117 6.4 Define Reduction Strategy 119
6.5 Define User Fields 123
6.6 Define Routing Selection Automatic 127
1.
Over
view:-Production Planning module configuration and relevant reports are demonstrated in this book.
PP module contains three types of manufacturing methods. o Discrete
o Repetitive
o Process Industries. Discrete:
-Discrete production method is applicable to the manufacturing setup where small lots are manufactured with frequent changes in the settings.
Manufacturing is accounted through Production orders. Repetitive:
-This method is applicable, where products are manufactured with least change or no change in the manufacturing process over a long period of time.
Manufacturing is accounted through backflush. Process Industries:
-It is similar to the Discrete but instead of routing, -It uses master recipe where in Process messages are maintained.
It is more appropriate to the food industries and processing units where instructions are used during the process.
Manufacturing is accounted through process orders.
Configuration setting in PP module can be classified as below. • Master Data related settings
• Planning Related Settings
• Production Execution related settings
We will discuss about the Master data related configuration setting in detail.
Important Master data in PP module are • Bill Of Material
• Work center • Routing
Bill Of Material
(BOM):-BOM can be defined as “a list of required components along with the required quantity essential to make any product”. Important Technical details related to BOM are
Application of BOM Usage of BOM
Status of BOM Selection of BOM
Configuration setting related to BOM will enable to align the BOM master data in line with the business requirement blue print document.
Work
Center:-Machines, group of labour, processing unit are defined as work center in SAP.
Work center contains the Capacity Requirements Scheduling details
Costing details
Configuration setting related to work center will enable to define the SAP system according to the business requirement blue print document.
Routing:-Sequence of operation, work centers to be used and the duration required for each operation to manufacture the product is defined in routing.
Important Technical details related to Routing are Usage of Routing
Status of Routing Selection of Routing
Configuration settings related to Routing will enable to align the Routing master data in line with the business requirement blue print document.
Friends, the configuration settings related to each master data are explained in detail.
Example:-BOM
Item category configuration
Automatic alternate selection of BOM Configuration of BOM usage
Configuration of allowed item type for BOM Work Center
Configuration of field selection in work center
Configuration of formula to schedule and calculate cost Configuration of standard value key
Configuration of shift sequence Routing
Configuration of Automatic Routing selection Configuration of Routing usage
Configuration of reduction strategy
2.
Getting into the Configuration area of SAP
BACKGROUND
To make the configuration in SAP, one has to have authorization to perform transaction in configuration mode. It is the place where every details are maintained to make the transaction happen as per the business mapping.
SCENARIO
It is required to configure various settings in SAP. INSTRUCTIONS
To do configuration, first one has to logon to the system, and go to the IMG mode. How to logon to IMG mode is explained below. From next document onwards, it is mentioned as IMG. How to get in to the SAP IMG mode?
1. Type spro in the SAP main screen dialog box, 2. Click
Note:- Production related configurations are available under Node.
5. You are inside the IMG for Production Planning Module. If the menu path is mentioned as “IMG” in the further topics, you have to follow the above step to reach this place.
3.
Master Data Configuration - BOM
3.1 Define BOM Usage
BACKGROUND
This configuration setting enables to define Bill Of Material (BOM) usage.
BOM usage defines the usage of BOM in specific application area in the SAP.
Example, there can be a separate BOMs for Ø Design,
Ø Production Ø Costing.
In this way, each area is dealing only with the specific data it requires.
Example:
Ø The design BOM includes all the components of the product and their technical data from the design point of view. This BOM is generally not linked to any order.
Ø The production BOM contains all the items required from the production and assembly point of view. Only items relevant to production, for which production data (such as the issue storage location) can be entered, are required. A production BOM does not contain any packaging materials required in the shipping department.
SCENARIO
Create new BOM usage.
Note:-Standard BOM usage available with SAP is sufficient. However any new BOM usage can be created.
INSTRUCTIONS
Follow the Menu Path: IMG → Production → Basic data → Bill of materials → General data à BOM Usage à Define BOM Usage
1. Click
2. Click
3. Enter usage value; it can be either numeric or alphabet. It is suggested to be numeric.
4. Select +,- or . to indicate to which area this BOM is meant for like Production, Engineering, Spare, Plant Maintenance, Sales or for costing relevancy.
Note:-Based on this, during BOM explosion, entire dependent requirements are also planned,
5. Enter Usage text 6. Click Save
Impact of this configuration in Master Data /
Transaction
When creating the BOM, key defined here will appear in the BOM Usage field.
According to the requirement, BOM usage key has to be selected during BOM Creation.
Click Match code or F4 in BOM usage field, to select the desired BOM usage.
3.2 Define Default Values for item status
BACKGROUND
This configuration setting enables to define default values for item status.
Every item in the BOM can be defined whether it is subjected to
Costing Sales
Production Spare part
This configuration setting is used to indicate whether the BOM component along with the BOM usage.
Ø is to be considered for costing in this BOM or not, Ø is relevant to sales (normally used in Variant
configuration), Ø is a spare part
Ø is related to Production SCENARIO
Set the default value for items in BOM. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsàGeneral dataàBOM usageàDefine default values for the item status
1. Click
2. Click
3. Enter Usage value
4. Update the following fields
Field Name Description Value BOM usage Field defining the
BOM usage
Enter value e.g. 1 Prod Indicating that the
BOM item is related to Production
Make tick in the check box
Eng/des Indicating that the BOM item is related to Engineering and Design
Leave blank.
PM Indicating that the
BOM item is related to Plant
Maintenance
Sales Indicating the item is related to Sales and it will appear in the sales order.
Leave blank. Normally used in variant
configuration.
Relevan Relevant to costing Select X , indicating relevant to costing. 5. Click Save .
Impact of this configuration in Master Data /
Transaction
Example:-BOM usage defined 1 indicating relevant to production. The item status as configured such that all items
Ø are relevant to production Ø can be relevant to costing
In this example, the indicators are checked as follows:
Ø The Indicator: item relevant to production cannot be deselected (required entry). In the BOM maintenance functions, this indicator is set automatically for all items and cannot be cancelled.
Since the item can be relevant to costing, the default value X (fully relevant to costing) can be set for the Indicator for relevance to costing. This value can be overwritten in the BOM maintenance functions.
BOM item level default setting will appear as per the setting done here.
3.3 Define Allowed Material type for BOM Header
BACKGROUND
This configuration setting enables to control the creation of BOM to the specific material types.
This configuration is done to the combination of BOM usage and Material type.
When a new bill of material is created, the system checks the material type as follows:
§ The fully qualified (non-generic) entries are checked first. The generic entries are checked afterwards.
§ You can define that the use of the material type in combination with Creation of BOM with respect to material type can be controlled.
Example, it may not be allowed to create BOM for Raw material. (Material type ROH).
Creation of BOM to material type ROH can be restricted in the system.
SCENARIO
Creation of BOM for Material type ROH should not be allowed. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà General dataàDefine allowed material type for BOM header
Click
1. Click
Update required and optional fields:
Field Name Description Value
BOM Usage ### BOM usage according to the application
1 for production BOM
Material type header
Header Material type to which BOM creation has to be restricted
Enter ROH
Allowed Select the symbol indicator to mention allowed or not allowed
Select Negative symbol to RESTRICT BOM creation.
### Generic entry “*” can be made instead of a specific BOM usage. This indicates, it is applicable to all possible BOM usages.
2. Click Save .
Impact of this configuration in Master Data /
Transaction
When a new bill of material is created, the system checks the material type as follows:
§ Non-generic entries are checked first. The generic entries are checked afterwards.
Error message will be displayed when creating BOM for RAW material.
3.4 Define BOM Status
BACKGROUND
This configuration setting enables to define BOM status.
BOM status is used to define whether the BOM can be used by any application area or not.
Example:
-Ø In the costing areas in a company, the BOM is exploded according to the application. While defining the BOM status, usage in costing area will be defined.
Ø In MRP, the following indicators are checked directly from the definition of the BOM status:
- Explosion in MRP - Released for orders
MRP only reads BOMs whose BOM status has at least one of these indicators.
BOM status defines whether
The BOM is active or inactive.
SCENARIO
BOM need to be created for certain for product whose BOM can be finalized only after some trial and error.
While it is in preparation it is required not to be used by any application. Status “In preparation” has to be created.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà General dataàDefine BOM status
1. Click
…..continuation of the above screen’s right side balance portion
2. Click
4. Leave all the check box as EMPTY. 5. Mention description as “In preparation” 6. Click Save .
Impact of this configuration in Master Data /
Transaction
3.5 Define Item Category
BACKGROUND
This configuration setting enables to define item category.
The item category defines the attributes and functions of a BOM item. It controls field and screen selection for detail screens in BOM maintenance.
BOM can contain different type of items related to manufacture the finished product. There are
Ø Pipeline items – i.e. items which are received through a pipeline from supplier not related to inventory
Ø Stock items – i.e. materials are always issued from stock which are relate to inventory
Ø Document item – i.e. Documents are referred in the BOM as a item trough the Document Management System (DMS)
Ø Text item – i.e. brief note about the material usage can be maintained as a Text item. This will be useful in a long BOM to indicate any specific assembly.
The above different items are defined through item category in the BOM.
SCENARIO
Define item category to meet the situation as per the below example.
Example: - An Item code may be defined as a normal item in the material master. The same item code for one specific BOM has to be treated as a phantom material.
In such a situation, item category inside the item detail of the BOM will be mentioned as a phantom assembly. It is now applicable only to this BOM.
Let’s look at the standard setting for item category.
Item categories defined by SAP will be sufficient in most of the cases. If required, any new item category can be created.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà Item dataàDefine item category
2. click
3. Update the following fields Field Name Description
Item category Desired item category to be mentioned in the BOM
Inv.Mgmt Relevant to Inventory management
TxtItem It is text item Vsl Variable size item Document Item To mention Document
Cls Item To mention as Class item, used in Variant configuration PM Str To mention as PM structure
element
IntraM To mention Intra Material normally used in Master Recipe-PPPI
+/- sign Negative value allowed in the BOM or not? This is required to indicate the by product. SubI To indicate sub items are
supported.
Item Ctrl Sequence of Item detail screen.
4. Select check boxes according to the business requirement
5. Mention Item category Text
Impact of this configuration in Master Data /
Transaction
While creating the BOM, required item category may be selected.
3.6 Define Allowed item type for BOM Item
BACKGROUND
This configuration setting enables to control the item type which can be entered as a component in the BOM.
Restriction to BOM item level can be done.
Example: - It may be required NOT to allow any Finished Goods material type (FERT) to be a member of the BOM.
SCENARIO
It is required to restrict FERT material to be the member of the BOM.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà Item dataàDefine allowed material type for BOM items
2. Click
3. Update the following fields Field Name Description
BOM usage BOM usage to define the application area
Mat tpe header Header material type to which this restriction is to be applicable
Material type BOM item
Item type inside the BOM to be restricted.
Allowed + sign to permit and –sign NOT to permit
4. Click Save .
Impact of this configuration in Master Data /
Transaction
While creating the BOM, only allowed component type in this setting are allowed to be a member of the BOM item.
3.7 Define Explosion types
BACKGROUND
This configuration setting enables to define how the component in Bill Of Material is to be exploded during processing.
This configuration setting governs BOM Component • To be considered for planning or not
• To be considered in Long Term Planning or not • Phantom assembly is to be planned or not • Direct production should be activated or not
SCENARIO
For Long term planning, by default all the BOM items are considered.
If there are more items in a BOM and it is required to plan only very specific items in the LTP.
Then at BOM level against the item, LTP off indicator can be set. Now during LTP run, only relevant items are planned in LTP and all items are planned in MRP run.
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà Item dataàDefine Explosion types.
1. Click
Follow the below steps to create new entries.
2. Click
3. Update the following fields Field Name Description
Explosion type BOM Explosion type, free entry.
Description Description of the Explosion type key.
Phan.off Phantom assembly is not applicable to this item if this indicator is set.
Plng off Material components are not planned till the Sales order is created to this BOM item if this indicator is set
DP Off Direct production functions are switched off if this indicator is set.
LTP Off This will exclude the item in LTP calculation if this indicator is set.
Indi/Coll It is to specify, whether to group the dependant requirement together or not
4. Maintain the entries in the check box as per the requirement
5. Click Save
Impact of this configuration in Master Data /
Transaction
BOM Item level explosion type can be defined. Key defined here will appear in the screen to select.
3.8 Define Order of Priority
BACKGROUND
This configuration setting enables to define order of priority for Bill Of Material to be selected during MRP and Production or process order creation.
Different Bill Of Material can be created for • Production
• Costing
• Engg / Design
Selection priority must be defined to pickup the right Bill Of Material to the right application.
Link between this configuration and Master Data is established as
below:-• Selection priority will be defined through selection id. • Selection id will have the sequence of BOM usage. • BOM usage will be mentioned in the BOM
• Selection id of BOM will be mentioned in the order type and MRP plant Parameter.
SCENARIO
There are more than one BOM (BOM usage) They are 1 for Production,
2 for Engg/Design 3 for Costing.
It is required to define the order of selection for BOM. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà Alternative determinationàDefine order of priority for BOM usage.
Click to create additional order of priority for BOM usage.
2. Update the Following fields
Field Description
Selection Id Selection ID numeric number to be entered. Selection Priority With in this selection
ID, priority to be mentioned
BOM usage With in this selection ID and Priority, relevant BOM usage to
be selected. 3. Click Save .
Impact of this configuration in Master Data /
Transaction
During MRP run, production order or process order creation BOM selected according to this selection id priority.
3.9 Define Application
BACKGROUND
This configuration setting enables to define BOM Application. BOM application controls use of BOM in a specific area.
Areas like MRP run, cost estimate calculation etc.. will use the BOM of its own respective BOM application.
SCENARIO
BOM display at multiple levels (transaction code CS12) can be done for different BOM application. It is required to display only the costing BOM to certain users. Separate BOM application to be created to display the BOM related only to costing.
Note: - BOM with usage for costing should be available. i.e. with the right usage for costing.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà Alternative determinationàDefine Applications
To view the details, select the line and click
2. Update the Following fields
BOM Application Enter any four digit BOM application area
Description Enter description
Selectin ID Selection ID through which BOM selected
Alternative Det.Multi.BOM To select for alternative BOM if multiple BOM is available. Tick this check box
Production Version If there is a production version, that is used as a selection criteria.
MRP explosion Leave Blank Rel planned orders Leave Blank
Release costing Tick this check box Other check boxes Leave Blank
3. Click Save .
Impact of this configuration in Master Data /
Transaction
When displaying the BOM through transaction code CS12, Right BOM usage will be displayed according to the settings maintained here. In this example, with BOM application, only the costing BOM will be displayed.
Press F4 in BOM application, where all the available setting will be displayed.
3.10 Define Alternative Determination for
Multiple BOM
BACKGROUND
This configuration setting enables to define automatic selection of right Bill Of Material during MRP and production order or process order creation, when there are more than one Bill Of Material to a material.
SCENARIO
Specific alternative BOM for some materials are to be exploded during the MRP and other production order process for specific duration.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà Alternative determinationàDefine alternative determination for multiple BOM.
Follow the below steps to create new entries.
2. Update the Following fields
Field Description
Material Enter material code number to which alternate BOM is to be exploded
Plant Plant where it is applicable
BOM Usg BOM usage
Valid From From date of BOM explosion
Alt BOM Alternate BOM number which
is to be exploded. 3. Click Save .
Impact of this configuration in Master Data /
Transaction
Right BOM according to the setting here will be exploded during MRP and Production processing.
3.11 Alternative determination in related
application Area
BACKGROUND
Similar to the above alternate defining in production area, for other areas like Inventory, MRP, Costing, Sales and Distribution and Plant Maintenance can be maintained.
Only the menu path is given here and the rest of the settings are similar to above.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà Alternative determinationàAlternate determination in related application area
àDefine alternate determination for inventory àProduction
àMRP àCosting
àSales and distribution and àPlant maintenance
3.12 Define User-specific setting
BACKGROUND
This configuration setting enables to configure the parameters specific to the user.
Following parameters Item category Item increment
BOM Reporting specification are can be set for a specific user.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàBill of materialsà Define user-specific settings
Click
To view more details, select the required row and click Click to create new entries
Select the entries and tick the check box as shown above. Field name Field value and description
User Name of the user to whom the
default settings are to be done.
Item increment While creating the BOM, incremental number to be displayed.
Mat. Item cat. Item category to be displayed by default.
list query, this check box in the selection box will appear as ticked by default.
While using the where used list query, this check box in the selection box will appear as ticked by default.
Click
Impact of this configuration in Master Data /
Transaction
User SAPUSER when creating the BOM, this default setting will appear. This will help to reduce BOM creation time.
4.
Work Center
Machines may be referred as work center. It is defined as the place where operations are carried out.
Apart from machine, group of persons (e.g. in maintenance department, certain group of people may be employed for any machinery movements etc.) may be treated as a labor work center.
Data in work center used for
Ø Scheduling – start and end of operation Ø Costing – Cost incurred during production
Ø Capacity planning - to plan the required capacity Let’s see the configuration related to Work center.
4.1 Define Work center Category
BACKGROUND
This configuration setting enables to define work center category.
Work center category is the major classification of work center by SAP. E.g. Machine, processing unit, labor are defined as a different work center category.
Work center category controls the field selection inside the work center.
SCENARIO
Create a work center category to mention skilled labor work center category.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà General Data àDefine work center category.
2. Click
3. Update the Following fields
Field Description
Cat Capacity category. Any new
value may be entered. E.g. ZLAB
Description Description of the desired capacity category. E.g. Skilled Labour category
Field Selection Contains the fields required to this capacity category. Enter standard SAP value according to the capacity category. E.g. 0001
Screen sequence Sequence of tab screen to be appeared in the work center master data. Enter the standard SAP value. E.g. 0001 4. Click Enter
5. Select Created capacity category 6. Double Click
7. Click
8. Enter Application – Area in SAP where this work center category can be used. E.g. P – Routing; C - Master Recipe; Q - Quality task list etc.
9. Note:- If this work center category is to be applicable to all, maintain all the entry in this application field.
10. Click .
Impact of this configuration in Master Data /
Transaction
When creating the work center for skilled labor, work center category is to be mentioned as it is a mandatory entry.
4.2 Define Field Selection
BACKGROUND
This configuration setting enables to make the field in work center master data as
Mandatory Optional Highlight Hide
Field selection will be used to make certain field as mandatory entry or to hide certain fields during creation of work center master data.
SCENARIO
Make field person responsible for work center category 0007 as mandatory field.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà General Data àDefine field selection.
2. Double click Basic data
3. Double click Person responsible
4. Click Field selection Req. radio button for the required work center category. Contents column indicate the work center category.
Note:- From this screen it may be noted that person responsible entry is mandatory for work center category 0001,0002 and 0008
5. Click to add more entry.
6. Enter content 0007 or any work center category. 7. Click radio button Req.
8. Click 9. Click
Impact of this configuration in Master Data /
Transaction
When work center with category 0007 is created, person responsible field become mandatory.
4.3 Define Task List usage
BACKGROUND
This configuration setting enables to define the task list usage to the work center.
Usage of work center specific to the task list (i.e. only in the master recipe or Routing) can be defined to restrict its usage. SCENARIO
Define the task list usage to the work center category 0007 to be used in Routing and in Reference Operations set only.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà General Data àDefine task list usage.
2. Select
3. Double click Task list type 4. Click
5. Update the Following fields
Field Description
Task List type N for Routing and S for Reference Operation set 6. Click Save .
Impact of this configuration in Master Data /
Transaction
When creating Work center usage is to be mentioned as 001. Once this is maintained, then it will not be possible to use this Work center in Master Recipe or in Rate routing.
4.4 Define Parameters
BACKGROUND
This configuration setting enables to define Parameter (activities) for formula.
Parameter is one of the required settings to calculate the conversion cost incurred in the Work center during manufacturing.
Work center while in use can consume • Power
• Labour • Setup time • Depreciation • Steam etc.
The above costs incurred during conversion will be captured through the activity. Parameter is the structure to capture this activity.
This will be assigned to the standard value key. Standard value key will be assigned in the work center.
SCENARIO
Create a Parameter. Note:- Standard SAP setting is sufficient. Let us discuss the creation of new parameter.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà General Data àStandard ValueàDefine Parameters.
1. Click
3. Update the Following fields
Field Description
Parameter Parameter to hold the value. Any alphanumeric six digit may be entered. E.g. LABOUR Origin Place where from the value is
to be taken. E.g. To indicate value to be taken from task list maintain 2 in this field. Short key word Short description
Key work Key word to identify
Dimension Dimension of the parameter. E.g. Any thing related to Duration may have TIME as dimension.
Standard Value Unit Unit of this parameter. E.g. Time dimension may have unit as MIN.
Note: - If any parameter for which there is no unit, it may be mentioned as no unit.
4. Click Save .
Impact of this configuration in Master Data /
Transaction
Link between the parameter and the master data is as below. a. This parameter will be assigned to the standard value
key.
b. Standard value key will be attached with the work center. c. Work center will be attached in the task list. I.e. in the
routing or in the master recipe.
d. Standard value (i.e. duration of labour hours required) will be maintained in the task list as a master data.
4.5 Define Standard Value
BACKGROUND
This configuration setting enables to define the standard value key.
Standard value key is very essential to capture the cost incurred in the work center.
Standard value key will contain the activities. One standard value key can contain up to six activities. Each activity refers to the cost. Example:-• Production cost • Set up cost • Labour cost • Quality Cost • Power cost • Steam cost
One work center can have only one standard value key. SCENARIO
Create a standard value key to have the activities of setup, machine, labor, and over head.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà General Data àStandard ValueàDefine standard value key.
1. Click
3. Update the Following fields
Field Description
Standard value key Enter any alpha numeric to indicate standard value key. E.g. STD1
Description Maintain standard value key description. E.g. setup/machine/labor/Power Parameter Maintain the parameters. Up
to six parameters can be maintained.
Tick this check box to generate formula.
Impact of this configuration in Master Data /
Transaction
When creating the work center, standard value key STD1 to be mentioned.
4.6 Determine Person Responsible
BACKGROUND
This configuration setting enables to define the person responsible for work center.
Every work center will have a responsible person to schedule the work load to that machine and to monitor the working hours and output from that work center.
This field can be used for reporting purpose also. SCENARIO
Create a work center responsible person. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà General Data àDetermine person responsible
Click Click
Update the Following fields
Field Description
Plant Name of the plant e.g. IND6
Person Responsible Three digit alpha numeric entry to mention the responsible person to the work center. E.g. INP
Person responsible description Detailed description of the person responsible. E.g. In-charge Processing Unit
Click Save .
Impact of this configuration in Master Data /
Transaction
When creating the work center, person responsible has to be entered.
4.7 Define Control Key
BACKGROUND
This configuration setting enables to define control key. Control key governs
• Scheduling of operation
• Cost calculation for an operation • Capacity calculation for an operation • Confirmation for an operation
Control key is mapped with the work center in the task list (i.e. in the routing and in the master recipe).
SCENARIO
Create a control key with confirmation as mandatory and it should calculate the cost and capacity, it should also schedule the operation.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà Routing Dataà Define control key
3. Update the Following fields
Field Description
Control Key Enter any alphanumeric four digit key. E.g. YP01
Description Maintain description of this control key. E.g. Sch/Cost/Capreq/Confreq/AutoGR Indicators Tick the check box as shown above
in the screen.
Tick in the Check box will perform the respective function to the operation / phase which is having this control key.
5. Click to maintain any long text to this control key.
6. Maintain the long text.
7. Click Save . 8. Click
9. Click if you get the Other language screen. 10. Click Save .
Impact of this configuration in Master Data /
Transaction
Link between control key and
Transaction:-Control key is attached in the task list with work center for each operation
While performing order creation, confirmation, MRP run system will behave according to this configuration setting.
5.
Capacity Planning
5.1 Define Capacity Category
BACKGROUND
This configuration setting enables to define the capacity category.
Capacity category will differentiate the type of capacity used in the work center.
Capacities can be • Machine • Labor
• Processing unit
Capacity category and capacity details are assigned to the work center.
SCENARIO
Create a capacity category. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà Capacity Planningà Define capacity category
1. Click 2. Click
3. Update the Following fields
Field Description
Category Capacity category. E.g 001 Description Description of capacity
category e.g. machine
4. Click Save .
Impact of this configuration in Master Data /
Transaction
Capacity category is to be mentioned in the capacity header detail in the work center.
5.2 Determine Capacity Planner
BACKGROUND
This configuration setting enables to define the capacity planner.
Capacity planner is the person who is responsible to plan and schedule the specified capacity.
SCENARIO
Create a capacity planner. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà Capacity Planningà Determine capacity planner
2. Click
3. Update the Following fields
Planner Enter capacity planner. E.g. IN6
Description Enter capacity planner
description. E.g. Processing unit plan
4. Click Save .
Impact of this configuration in Master Data /
Transaction
Capacity planner is to be mentioned in the capacity header detail in the work center.
5.3 Define Shift Sequence
BACKGROUND
This configuration setting enables to define shift sequence. Shift sequence is used to define the specific working pattern. I.e. weekly holidays, number of shift and working hours of each shift.
Work center capacity is calculated from its working hours defined in the capacity header details of the work center.
There are mainly three ways to define capacity for each work center.
• Normal capacity
• Available Interval capacity • Interval and shifts
Normal capacity is defined through the working hrs and break in the capacity header
Available interval capacity is the capacity available for any specific duration; it is defined at the capacity header detail Interval and shifts is defining the shifts in which the machine or industry works.
SCENARIO
Create a shift sequence with two shifts a day and Thursday and Friday as weekly holiday.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà Capacity Planningà Available capacityà Define shift sequence
1. Click
2. Click
3. Update the Following fields
Grouping Enter shifting grouping. E.g. SG
Description Enter description E.g. Special Grouping
4. Click two times 5. Select the Grouping 6. Double Click
7. Click
8. Update the Following fields
Field Description
Break Enter the Break name. E.g.
IN6B
Break Number Enter the break number E.g. 1 Description Description of break. E.g.
First shift break
Start Break start time
End Break end time
9. Click (Complete all the break required as explained above)
10. Click
11. Select the break 1 line 12. Double click
13. Click
14. Update the Following fields
Field Description
Shift Enter shift name. E.g.1SHF
First shift
Start date Starting date of the shift End date End date of the shift Start time Starting time of the shift End Time End time of the shift
Break Enter the Break schedule. E.g. IND6
15. Click
16. Select the 1SHT line 17. Double click
19. Update the Following fields
Field Description
Sequence Enter the sequence No. E.g. 01
Shift No. Shift number in the sequence. E.g. 1
Description Description of the shift sequence. E.g. Two shift per day
Day1 to Day 7 Maintain the desired shift definition the day to follow. E.g. 1SHT and 2SHT in all days except Thursday and Friday.
20. Click
21. Click Save .
Impact of this configuration in Master Data /
Transaction
This shift sequence can be maintained as an interval of available capacity.
This can be maintained in the work center capacity header detail.
Once this is assigned, working days and hours to this work center will be as per this shift sequence.
5.4 Define Formula Parameters for Work centers
BACKGROUND
This configuration setting enables to define the parameter for the formula.
Formulas are to be defined to calculate Cost
Capacity requirements Schedule the operation
Formula parameter will be used in the formulas. Formulas are used in the work center capacity view, scheduling view and costing view to
Calculate capacity Schedule the operation Calculate the activity cost.
Note:-This configuration is similar to defining the parameter explained above. However it is reproduced for your quick reference here also.
SCENARIO
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà Capacity Planningà Work center formulasà Define formula parameter for work center
1. Click 2. Click
3. Update the Following fields
Field Description
Parameter Parameter to hold the value. Any alphanumeric six digit may be entered. E.g. LABOUR Origin Place where from the value is
to be taken. E.g. To indicate value to be taken from task list maintain 2 in this field. Short key word Short description
Key work Key word to identify
Dimension Dimension of the parameter. E.g. Any thing related to Duration may have TIME as dimension.
Time dimension may have unit as MIN.
Note: - If any parameter for which there is no unit, it may be mentioned as no unit.
4. Click Save .
Impact of this configuration in Master Data /
Transaction
5.5 Define Formula for Work centers
BACKGROUND
This configuration setting enables to define the formulas. Formulas are used in
• Calculate capacity requirement
• Schedule the start and end of the operation • Calculate the cost
Formulas will be assigned in the work center capacity view, scheduling view and in costing view.
SCENARIO
Create the formula to calculate the machining time.
Note: - standard formula given by SAP will meet many requirements. Let’s discuss the creation of formula.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà Capacity Planningà Work center formulasà Define formula parameter for work center
2. Click
3. Update the Following fields
Field Description
Formula Key Enter formula key. E.g. SAP002
Description of the formula key Enter description
Formula Maintain the formula. Mostly SAP defined formula would be sufficient. Let us discuss the SAP Standard formula and understand it. Any new formula can be created similar to it.
4. Parameter defined here are
SAP_02 Machine value from routing
SAP_09 Operation quantity- value from routing field operation qty.
SAP_08 Base Quantity – value from routing field base quantity
SAP_11 Operation split – value from routing field split Above formula defined to calculate the machining time,
Machine time * Operation Quantity / Base quantity / Operation Split
5.
Indicators:-Field name Field description and value Tick in this check box indicates, this formula is generated in the system.
Tick in this check box indicates, this formula can be
used to calculate cost.
Tick in this check box indicates, this formula can be used to calculate capacity requirements in MRP.
Tick in this check box indicates, this formula can be used to calculate PRT requirements.
Tick in this check box indicates, this formula can be used for scheduling operations.
Impact of this configuration in Master Data /
Transaction
Formula is used in work center capacity, scheduling and costing views.
5.6 Define Factory calendar
BACKGROUND
This configuration setting enables to define the Factory calendar.
Factory calendar will contain the entire working day and holiday details for a specific plant.
Factory calendar will be attached to the capacity header. Factory calendar will be referred while scheduling the operations.
SCENARIO
Define factory calendar for plant IND6. INSTRUCTIONS
Follow the Menu Path: IMGàGeneral settings à Maintain Calendar
Note: - Factory calendar will be defined directly in the client. It will not be captured and transported through Transport Management.
First Holiday calendar has to be maintained. There are two holiday calendar,
1. Public holidays
2. Specific Holiday calendar Steps involved in Calendar maintenance are
• Create public holidays
• Create Holiday calendar and assign the public holiday in the holiday calendar
• Create Factory calendar and assign the Holiday calendar in the factory calendar.
Then the holiday calendar will be assigned to the factory Calendar.
Select Radio button Public holidays Click
Select Click
Click
Create all public holiday by repeating the above explained steps.
Click Select Click
Enter calendar id. E.g. I6 to indicate it is for IND6 Plant
Enter description of the calendar. E.g. Holiday Calendar for IND6 plant.
Click
Select the required public holidays to be assigned to the holiday calendar.
Note: - Whenever the calendar maintenance are saved, system will give the message as shown above.
Click
Note: - To delete the assignment select the required holiday and click
Click two times Click
Maintain the entry as above. Click
Click
5.7 Define Default Capacity
BACKGROUND
This configuration setting enables to define the default capacity category for a plant.
By defining the default capacity, for work center and resource, if the capacity is not defined, system will consider this default capacity detail.
SCENARIO
Define default capacity category for plant IND6. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà Capacity Planningà Define default capacity
Update the Following fields
Field Description
Plant Enter the name of the plan.
E.g. IND6
Category Capacity category. E.g. 001 Click
Note: - this is the master data can be maintained inside the each resource or work center in capacity header details.
5.8 Define Work center screen sequence
BACKGROUND
This configuration setting enables to define the screen sequence for work center.
Screen sequence setting controls the sequence of appearance of screen while creating the work center master data.
Work center contains the following important tab screens • Basic view • Default values • Capacity • Scheduling • Costing SCENARIO
Create a different screen sequence for work center category ZLAB.
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàWork centerà Setup work center screen sequence
2. Enter work center category ZLAB 3. Click
Field Description
No Sequence number in which
tab screens are to be displayed
Man Mandatory. Entry to be made
in this tab screen if this check box is ticked.
Note: - Normally this setting is not at all disturbed, except making some tab screen as mandatory.
Impact of this configuration in Master Data /
Transaction
While creating the work center the sequence of Tab screen will appear as per the configuration setting done here.
6.
Routing
Routing explains how the product is to be manufactured. It may be compared to a process sheet in the conventional system. It contains
Ø Operations to be carried out during manufacturing Ø Use of material during production
Ø Use of work centers
6.1
Define Standard value description in
operation over view
BACKGROUND
This configuration setting enables to define a key to hold the standard text to be used in the routing operation.
If any common operation description is to be referred in the task list (routing or in the master recipe), a standard key containing the text can be used.
SCENARIO
Create a standard value key text for Routing. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàRoutingà Control dataà Define standard value description in operation over view
1. Click
2. Enter task list type N for routing 3. Click
4. Click
5. Update the Following fields
Field Description
1st SV Txt upto 6th SVTxt
value
First standard value text up to 6th standard value text value.
Text entered will appear in the routing operation.
6. Click Save .
Impact of this configuration in Master Data /
Transaction
While confirming the operation these texts will appear against the activity type.
6.2 Define Routing Status
BACKGROUND
This configuration setting enables to define the routing status. Routing status helps to use the routing only for specified purpose. I.e. Routing use can be restricted only for costing purpose till the costing trial is completed.
Routing status can be In Process
Released for costing only Released for production
Selection of routing during production order or process order creation is based on the routing selection.
Routing status has to be maintained in the routing header. SCENARIO
Create a routing status. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàRoutingà General dataà Define routing statuses
2. Click
3. Update the Following fields
Field Description
Status number Enter numeric value
Description Description of the status number. E.g. Under creation, or only for costing.
RelInd Released Indicator, when this is set, routing will be used in Orders.
Costing Indicates, task list is released for costing.
Consistency Chk Consistency check is carryout automatically when saving. 4. Click Save .
Impact of this configuration in Master Data /
Transaction
6.3 Define Task List usage
BACKGROUND
This configuration setting enables to define task list usage. Task list usage defines the specific purpose of routing. There are four important usage of Routing.
• Production usage • Costing only
• Sales and Distribution • Universal ( all purpose)
It is possible to control the usage of routing according to its usage.
SCENARIO
Define routing usage for multi purpose usage. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàRoutingà General dataà Define routing usage
2. Click
3. Update the Following fields
Field Description
Usage Enter the usage number. Any
numeric number. E.g. 1
Description Description of the usage. E.g. Universal
4. Click Save .
Impact of this configuration in Master Data /
Transaction
6.4 Define Reduction Strategy
BACKGROUND
This configuration setting enables to define reduction strategy. Reduction strategy defines the sequence of compressing the time or duration to meet the production dates.
Reduction strategy can reduce the following times which are involved in scheduling
• Queue time • Move time • Over lapping • Split
Reduction strategy will be employed when the calculated lead time in scheduling is longer than the time between the basic dates (required start date and finish date is the basic date), the system will carry out reduction measures to reduce the lead time.
Reduction is carried out step by step. After each reduction measure, the system checks whether the calculated dates are within the basic dates. If this is the case, no further reduction measures are carried out.
SCENARIO
INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàRoutingà Operation dataà Define reduction strategy
1. Click
2. Click
3. Update the Following fields
Field Description
Plant Enter the plant to which
reduction strategy is to be created. E.g. IND6
Reduction strategy key Any number to identify the reduction strategy. E.g. 1
Reduction strategy Description of Reduction strategy. E.g. Over al reduction for IND6
5. Select the Reduction strategy key entered above 6. Double click
7. Click
8. Update the Following fields
Field Description
Re Reduction Level. E.g. 1
Reduction Queue Enter the % of reduction in queue time
Transport Tick the check box to indicate the reduction in move time Overlap Tick the check box to indicate
the reduction in move time Split Tick the check box to indicate
the reduction in move time Note: - Repeat the above step as different level as shown below.
9. Click Save .
Impact of this configuration in Master Data /
Transaction
6.5 Define User Fields
BACKGROUND
This configuration setting enables to define user fields.
User field can be used in the operation heading in the task list to define your own reference data.
Maximum of six fields can be defined through the user field. SCENARIO
Create user defined field. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàRoutingà Operation dataà Define user fields
2. Click
3. Update the Following fields
Field Description
Field Key Enter the name of the field. E.g. OPERDT
Description of the field key Enter the description. E.g. Operation detail user field
Maintain the text field as shown above
Impact of this configuration in Master Data /
Transaction
User field may be maintained at Routing operation header level. Below screen shows the user field, where the details of created by and other details can be maintained.
6.6 Define Routing Selection Automatic
BACKGROUND
This configuration setting enables to configure the automatic selection of routing (Task list).
Task list has to be selected automatically during • Production order creation (Routing)
• Process order creation (Master recipe) • Cost estimate calculation
• MRP run
Routing is essential to
• Calculate the conversion cost
• Calculate the capacity requirements • Schedule the operation
• To schedule the material at right time in MRP SCENARIO
Define Automatic routing selection. INSTRUCTIONS
Follow the Menu Path: IMGàProductionàBasic dataàRoutingà Routing selectionà Select automatically
1. Click
2. Click
3. Update the Following fields
Field Description
ID Selection id. E.g. 01
Selection Priority Priority of selection in this ID. E.g. enter from 1,2 …
Task List type Mention the task list type. E.g. N for routing, 2 for master recipe
Usage Enter the Usage of this task
list. E.g. 1
Status Enter the status of this task list. E.g. 4
Impact of this configuration in Master Data /
Transaction
In the order type dependant parameter and MRP plant parameter configuration
Selection id 01 will be mentioned.
While performing the transaction (creation of process order or production order or MRP run), automatic selection of routing will be performed in the following sequence:
• First system will search task list type routing as per the sequence 1
• System will search for routing with usage 1 • System will search for routing with status 4
If the above search fails, system will go to the next sequence in the same selection id. I.e. sequence no. 2 in our above shown screen shot.
• system will search task list type routing as per the sequence 2
• System will search for routing with usage 1 • System will search for routing with status 2
7.
Summary:-We have discussed the Master data related configuration settings.
You must be able to configure master data in SAP according to the business requirement in the following areas
Bill Of Material Work center Routing
Friends, please note that the most of the configuration settings related to master data are common to manufacturing types
Discrete PPPI
Repetitive
The terminology only differs in the various processes. For E.g. Routing is called as master recipe in PP-PI and in repetitive routing is called as rate routing.
Discrete PPPI Repetitive Routing Master Recipe Rate Routing Work center Resource Production line
