SCM660_Handling Unit Management

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SAP AG 2001

SCM660 Handling Unit Management

Handling

Unit Management

Handling

Unit Management

SCM660

SAP AG ! System R/3 ! Release 4.6C ! June 2001 ! Material number 50046866

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SAP AG 1999 Logistics Execution Processes in Logistics Execution LO140 3 days Level 2 Level 3 Delivery Processes LO610 2 days Transportation LO611 3 days Additional Topics in Warehouse Management LO531 3 days Warehouse Management LO530 3 days LO650 3 days Cross - Functional Customizing in SD

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SAP AG 2001

Course Prerequisites

# Good working knowledge of at least one Logistics application (LE, MM, PP, QM, SD)

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SAP AG 2001

Target Group

# Participants

! Members of the project team, consultants, partners

# Duration: 2 days

Notes to users

! The training materials are not a teach-yourself program. They complement the

course instructor’s explanations. There is space on the sheets for you to write down additional information.

! The course time may not be sufficient to complete all the exercises. The exercises

are intended to be additional examples that are dealt with during the course. Participants can use these examples to deepen their knowledge after the course.

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(C) SAP AG SCM660 1-1 SAP AG 2001

# Course Goals

# Course Objectives

# Course Content

# Course Overview Diagram

# Main Business Scenario Contents:

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SAP AG 2001

This course will prepare you to

# Understand the basic functions in Handling Unit Management

# Make essential Customizing settings for using Handling Unit Management.

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At the conclusion of this course, you will be able to

# Describe the range of functions available in Handling Unit Management.

# Make basic Customizing settings for using Handling Unit Management.

# Illustrate subprocesses involving handling units in procurement and Sales and Distribution.

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SAP AG 2001

Unit 1 Course Overview

Unit 2 Basics of Handling Unit Management

Unit 3 Packing as a Basic Function of Handling Unit Management

Unit 4 Procurement Processes with Handling Units

Unit 5 Sales and Distribution Processes with Handling Units

Unit 6 Quality Assurance and Handling Unit Management

Unit 7 Conclusion Course Content

Preface

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(C) SAP AG SCM660 1-5 SAP AG 2001 Course Overview Course Overview Basics Basics

Packing as a Basic Function of Handling Unit Management

Procurement Processes with Handling Units

Sales and Distribution Processes with Handling Units

Conclusion

Quality Assurance and Handling Unit Management

Quality Assurance and Handling Unit Management Course Overview Diagram

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SAP AG 2001

# The model company produces and sells pumps. In future, procurement and SD should use handling units.

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# Basics of Handling Unit Management

# Cross-Application Customizing Contents:

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SAP AG 2001

# Use the Handling Unit Monitor to call up detailed information for handling units

# Make basic Customizing settings for Handling Unit Management

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

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Conclusion

Quality Assurance and Handling Unit Management Basics: Course Overview Diagram

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SAP AG 2001

# The model company produces and sells pumps. In future, procurement and SD should use handling units.

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A handling unit (HU) is a logistic unit consisting of packaging materials and goods. Handling units have a single identification number that uniquely identifies the HU across processes.

Definition

123456

! In Handling Unit Management, different packaging materials, containers, and load

carriers (carton, shrink wrapping film, pallet, container, truck, and so on) can be "packaging".

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Simplification of the Logistics Process Flow: # In many cases, Logistics within a company

does not move individual pieces of different materials. Instead, it moves material quantities summarized as handling units/packages. This situation should be depicted in the SAP

System using Handling Unit Management. # After you have created a handling unit, you

can call up and use all related information in all the subsequent processes. Handling units can be moved and can be passed on to

partners throughout the supply chain. They can also be changed, where required.

Business Background

! Using a handling unit in a cross-system logistics chain usually requires an

identification number that is unique worldwide. It is therefore possible to assign a "shipping unit number" (ShpUn) or "Serial Shipping Container Code" (SSCC number) to each handling unit.

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(C) SAP AG SCM660 2-7 SAP AG 2001 Process Overview Quality Assurance Goods Issue Warehouse Management Production Goods Receipt

! The handling unit identification number enables you to perform goods movements

without entering a material or quantity.

! Process steps that can be depicted using Handling Unit Management:

$ Announcement of expected handling units by the vendor via EDI (inbound delivery)

$ Quality check and release, based on the delivered handling units $ Putaway and goods receipt posting (in any order)

$ Material transfer postings and stock transfers for handling units $ Materials staging for production and verification using handling units $ Picking and outbound delivery of handling units

! Material movements triggered by material-based postings generate deliveries. These

deliveries are assigned to the relevant handling units. This means that all movement types are supported.

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Cross-Process Documentation

! You can call up the history of a handling unit using the Handling Unit Monitor, or

from the detail screen of the handling unit.

! All documents affected by the handling unit are shown at the highest level. These

can be:

$ Inbound and outbound deliveries $ Material documents

$ Work orders $ Pick operations

! You can follow the sequence of all postings in the history of a handling unit, and in

the related documents displayed there in chronological order.

! You can use the document flow to access further information on the deliveries

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# Are constructed from shipping units

# Link business processes across all Logistics applications

# Do not require a reference to a document and, in contrast to shipping units, are independent objects

# Are linked to storage units in Warehouse Management (WM). The outermost handling unit corresponds to the storage unit

# Can be managed using interim storage areas (for example, goods receipt zones or goods issue zones)

Handling Units

Handling Unit Data Record

! Menu path (General):

Logistics -> Central Functions -> Handling Unit Management

! Transactions for creating and changing handling units:

$ Create/Change/Repack Handling Units (General) (HU02) $ Packing Station in Warehouse (HUPAST)

$ Pack Production Orders (COPAWA/COWBPACK) $ Using the Handling Unit Monitor (HUMO)

! Display functions for handling units:

$ Directly using the Handling Unit Monitor (HUMO)

$ Indirectly using the stock overviews for the material (MMBE and LS26)

$ For the individual document types: Inbound and outbound delivery, transfers, material documents, and so on (HUIBD, HUOBD, HUTRA and so on)

! Handling units are not included in document archiving for the delivery or the

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SAP AG 2001

# Identification number

! EAN

! SSCC (including coding, decoding,

and barcode)

! ShpUn

# Packaging material (pallet, container)

# Weight, volume, dimension # Warehouse number # Status ! User status ! System status # Packing instructions Header Data Header Data ! Table VEKP

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# Contents:

# Packed material

# Packed handling unit (can be nested as required)

# Batch/Valuation type

# Quantity and unit of measure # Plant/Storage location

# Stock category (unrestricted-use, quality inspection, blocked, consignment)

# Reference to packed serial numbers

# Reference to QM inspection lot Item Data

Item Data

4 5 6 1 2 3

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SAP AG 2001

Handling Unit Monitor: Search Function

! When you search for a handling unit item, you can choose to display either the first

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Handling Unit Monitor: List Display

! Options:

$ Display/Edit handling unit contents and hierarchy $ Delete handling units

$ Transfer postings to unrestricted-use, quality inspection, or blocked stock, and/or to another storage location

$ Display the history of a handling unit

! Object key: The object key in the Handling Unit Monitor gives you information about

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SAP AG 2001

"History"

# Examples: Transfer posting to another storage location

Handling Unit Monitor: Examples

! From the display in the Handling Unit Monitor, you can perform transfer postings

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The handling unit object reference ensures that the handling unit currently being used in a certain process cannot be mistakenly processed somewhere else. You can find the object reference in the list display in the Handling Unit Monitor.

Object Reference of the Handling Unit

01 The handling unit is currently contained in an outbound delivery. 02 This is a packing proposal in an SD document.

03 The handling unit is currently contained in an inbound delivery. 04 This is a shipment handling unit.

06 The handling unit does not have a document reference. It is non-assigned and does not contain any stock information.

07 The handling unit does not have a document reference. It was constructed in repetitive manufacturing. The goods receipt has not been posted.

08 The handling unit is assigned to a work order for the goods issue posting. 09 The handling unit was created for a work order for the goods issue posting. 12 The handling unit does not have a document reference. It is a non-assigned

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SAP AG 2001

# Define the internal handling unit number range interval

# (Client-wide) Activate unique handling unit number assignment

# Maintain number ranges according to the type of handling unit number assignment

# Define packaging material types by (groups of) packaging materials # Group materials into "material groups for packaging material"

according to their packaging (for example, liquids, large objects, small objects).

# Define packing hierarchy: Assign "material groups for packaging material" to packaging material types

# Specify handling unit requirement for storage location(s)

! This is only possible when number assignment is unique and a number

assignment type has been allocated to all packaging material types Basic Settings

! Additional Basis Customizing when using Warehouse Management:

In Warehouse Management, you need to map the putaway, picking, and transfer operations for storage unit types (SU type). Storage unit types group together different load carriers (pallets, containers), usually according to physical properties and/or standard dimensions (for example, storage unit type "Europallet"). Therefore, if you want to use Handling Unit Management and Warehouse Management together, you must assign all the packaging material types that you have defined to storage unit types.

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# Internal system handling unit identification using an internal number range

# External handling unit identification

! Activate client-wide unique number assignment

! Maintain the number ranges for client-wide unique handling unit

identification

% For internal number assignment % For external number assignment

! If required, maintain settings for handling unit identification by SSCC

% Maintain SSCC number range object and number range interval(s) % Assign number range object, interval, and base ILN number to

organizational units

! Specify the number assignment type for each packaging material type

Customizing: Handling Unit Number Assignment

HU No. 69179 HU No. 69180 HU No. 69181

! Internal system handling unit identification:

$ You should set the "To" number in the number range interval to the absolute maximum value. You should check this setting when upgrading from an older release standard, and should change the setting where necessary.

! External handling unit identification:

$ The term "external" has two different uses in connection with handling unit number assignment:

- 1. As a general indicator for numbers that can be used to access handling units (as opposed to the identification numbers for the database)

- 2. As an indicator of the number assignments made by the user (as opposed to the internal assignments made by the system)

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SAP AG 2001

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T Origin (ILN) Consecutive No C

1 2 . . . 8 9 . . . 17 18 T = Handling Unit Type C = Check Digit

SSCC Batch

EAN-13 # ShpUn

# SSCC (18 characters)

# Specifically valid worldwide for one year

# EAN128 Definition

&Application Identification &Barcode Profile

# EAN128 Decoding Functions

Handling Unit Identification According to EAN128

! The number assignment must be unique

! You must define a number range interval for LE_SSCC ! Not in line with ERP/DEC and LE

! Internal number

! Copy handling unit identification from vendor: SSCC or external number range

interval

! You must convert the length of the storage unit number range to 18 characters ! You must create a default value for number assignment in production. This value

should not have a plant or a storage location entry. You can only assign external numbers in production if you use a user exit.

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Handling unit

Consecutive number of the handling unit within the transfer order Outbound delivery Transfer order

Storage type/Storage bin Packaging material Storage unit type

Technical Name: LVSHULABEL Handling Unit Label

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SAP AG 2001

Handling Units and Mobile Data Entry

! You can use Handling Unit Management in combination with mobile data entry. In

this way, handling unit identification numbers can be scanned in, or handling unit storage bin coordinates (or coordinate parts) can be read in order to check the whether handling units have been correctly putaway and/or withdrawn.

! The following transactions are available if you want to use Radio Frequency

Identification (RFID): $ LM18 Inquiry – Select HU $ LM19 Pack/Unpack (Pack) $ LM22 Pack/Unpack (Unpack)

$ LM24 Pack/Unpack (Pack Deliveries) $ LM25 Pack/Unpack (Unpack Deliveries) $ LM35 Load Inquiry by Handling Unit $ LM45 Picking and Packing

$ LM46 Picking and Packing by Delivery

$ LM66 Select Storage Unit/Handling Unit (Goods Issue) $ LM76 Select Storage Unit/Handling Unit (Goods Receipt)

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# Handling units are inventory managing objects.

# All stocks in handling unit-managed storage locations are packed.

# Goods movements to handling unit-managed storage locations are only possible if you enter the handling unit that contains the stock to be posted.

Handling Units and Inventory Management

! Handling Unit Management enables you to control inventory management using

packed stocks at storage location level. The handling unit contains information about the stock category(ies) of the packed materials.

! The guarantee that the total of all handling unit stocks is the same as the stock in

the storage location, is only valid for handling unit-managed storage locations.

! When handling units are changed, unpacked and not-packed stocks are posted to

non-handling unit-managed storage locations in transfer postings. Packed stocks are transferred to handling unit-managed storage locations.

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SAP AG 2001

Goods Movements

# Using the Handling Unit Monitor:

! Transfer postings into unrestricted-use, blocked, and

quality inspection stock

! Transfer postings to another storage location # Using deliveries

! All goods movements # Using transaction VLMOVE:

! Handling unit goods movements for individual movement

types

! Create deliveries by entering handling unit or material

! When you use a handling unit storage location, the delivery is generated from the

MM-IM transaction. You must maintain the data required for this in Customizing for handling units under Basics

→

Delivery, and when you activate Handling Unit Management under Basics

→

Materials Management.

! Goods receipts for purchase orders are mostly made using deliveries. (The order

confirmation control key must be set in the purchase order.)

$ Goods receipt for shipping notifications is deactivated in Inventory Management, since this would otherwise generate a new delivery.

$ The new order confirmation logic in 4.6C is independent of handling units.

! You can perform two-step stock transfers.

$ As a direct posting with movement types 303 and 305, or types 313 and 315 using VLMOVE

$ Using deliveries: A workflow scenario exists that automatically generates an inbound delivery when the goods issue is posted for the outbound delivery (see slide 4-9). The handling units for which a goods receipt has been posted are assigned to the inbound delivery under the following conditions:

- You must have defined a follow-on delivery type for the delivery type. - The delivery type must be Outbound Delivery (VBTYP is J). (Details: Note

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# Use the Handling Unit Monitor to call up detailed information for handling units

# Make cross-application Customizing settings. You are now able to

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Data for Activities

Explanation of Symbols in the Activities and Solutions Activities

Solutions

Course Objectives Business Scenario

Hints and Tips Warning or Caution

Data in the Activities

For data containing “-##”, replace the placeholders with your group number (01, 02 and so on).

Type of Data Data in the Training System

Company code 1000

Plant 1000 Handling unit storage location HU##

Partner storage location 01## Sales organization 1000

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(C) SAP AG SCM660 2-25 Distribution channel 10 Division 00 Shipping point 1000 Purchasing organization 1000 Purchasing group 000 Default value: Vendor 10000 Default value: Customer 10000 Warehouse number 1## Material “Pump” T-H-## Materials “Components” T-K1-##, T-K2-##, T-K3-##, T-K4-## Customer 1400 Vendor 1000

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Basics Activities

Unit: Basics of Handling Unit Management Topic: Basic Customizing Settings

At the conclusion of these exercises, you will be able to

• Perform basic system configuration.

In future, the model company wants to use Handling Unit Management in both Procurement and Sales and

Distribution. It is already used in Warehouse Management. You check and add to the basic Customizing settings.

1-1 You should first check whether Handling Unit Management is activated in the warehouse-managed standard storage location HU##. This storage location is a production storage location and a picking storage location. The partner storage location for packing and unpacking material is the warehouse-managed storage location 01##. You should also assign sales area data, shipping point, and partner numbers as default values for deliveries. 1-1-1 Check whether Handling Unit Management is activated for your

standard storage location HU##. The partner storage location is 01##. 1-1-2 Assign sales organization 1000, distribution channel 10, shipping

point 1000, division 00, vendor 10000, and customer 10000.

1-2 The company wants to number the handling units based on SSCCs. Check the Customizing settings.

1-2-1 Display the number range for internal system identification of the handling units.

1-2-2 Check whether unique number assignment is activated at client level. 1-2-3 Display the number range for client-wide unique handling unit

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(C) SAP AG SCM660 2-27 1-2-4 Display the number range for handling unit identification by SSCC.

The number range object has the key LE_SSCC.

1-2-5 Check the assignment of the number range object, the number range interval, and the base ILN number to the plant and warehouse number. 1-3 Call up the Handling Unit Monitor and display the detail data for a handing

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Basics of Handling Unit Management Solutions

Unit: Basics of Handling Unit Management Topic: Basic Customizing Settings

1-1 You should first check whether Handling Unit Management is activated in the standard storage location HU##. This storage location is a production

storage location and a picking storage location. The partner storage location for packing and unpacking material is the warehouse-managed storage location 01##. You should also assign sales area data, shipping point, and partner numbers as default values for deliveries.

1-1-1 Settings for Handling Unit Management: Menu path:

Tools → AcceleratedSAP → Customizing → Edit Project → Display SAP Reference IMG → Logistics - General → Handling Unit

Management → Basics → Materials Management → Inventory Management → HU Requirement for Storage Locations and Default Values for Deliveries

Select the table entry for plant 1000 and go to the storage location level.

Choose the entry for your storage location and overwrite the partner storage location 0001 with the key for your storage location (01##). 1-1-2 Sales area data and shipping point:

Field Name or Data Type Values Sales organization 1000 Distribution channel 10 Shipping point 1000

Division 00 Vendor 10000

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(C) SAP AG SCM660 2-29

Customer 10000

1-2 The company wants to number the handling units based on SSCCs. Check the Customizing settings.

1-2-1 Internal system number range: Menu path:

Display SAP Reference IMG

→

Logistics - General

→

Handling Unit Management

_→

Basics → Technical Basics → Define Number Ranges for Handling Units

Choose Display Intervals. 1-2-2 Unique number assignment:

Menu path:

→

_→

External Identification → Set Up Unique Number Assignment for HU Identification

1-2-3 Number ranges: Menu path:

_→

External Identification → Number Range Maintenance for HU Identification

Choose Display Intervals. 1-2-4 SSCC:

Menu path:

_→

→

External Identification → SSCC Generation Acc. to EAN128 → Maintain Number Range Object for SSCC

Enter the object key LE_SSCC in the Object field. Select Number Ranges and then choose Display Intervals.

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1-2-5 SSCC: Menu path:

→

_→

External Identification → SSCC Generation Acc. to EAN128 → Maintain SSCC Generation for Each Plant/Storage Location or for Each Warehouse Number

1-3 Handling Unit Monitor: Menu path:

Logistics → Central Functions → Handling Unit Management → Handling Unit Monitor.

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# Overview of Pack Customizing

# Packing Dialog

# Packing Station Contents:

Packing as a Basic Function of Handling Unit Management

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SAP AG 2001

# Make basic Customizing settings for packing At the conclusion of this unit, you will be able to Packing as a Basic Function of Handling Unit

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Conclusion

Quality Assurance and Handling Unit Management Packing as a Basic Function of Handling Unit Management: Course Overview Diagram

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SAP AG 2001

# The model company wants to standardize and automate its packing processes.

Packing as a Basic Function of Handling Unit Management: Business Scenario

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Production Warehouse Delivery

Packing Station Packing Station Pick&Pack Pick&Pack Packing Dialog Packing Dialog Transport Unrestricted Packing Unrestricted Packing Pack Pack End Products End Products

Packing in Logistics Processes

Pack

Components

! Packing functions as the basis of Handling Unit Management are available at

different points in logistics (sub)processes: In individual documents (delivery, shipment), using separate transactions in the Handling Unit Management menu, and in the menu of most Logistics applications (LE, MM, PP-PI).

! To use the packing functions, you must make specific settings in the material

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SAP AG 2001

# Define packaging material types

# Define "material groups for packaging material"

# Assign packaging material types - "material groups for packaging material" ("Allowed packaging material")

# Define movement types for stock transfer postings at packing and unpacking, as well as for storage location transfer

postings and changes to the stock category

# Maintain packing instructions (PI) and packing instruction determination records

Customizing Settings

! You can find the "material groups for packaging material" and the allowed

packaging material types under Basics in Customizing for Handling Unit Management, and in Customizing for deliveries under Packing.

! You should assign the "material groups for packaging material" in the material

master for those materials to be packed. Materials that are not to be packed receive a "material group for packaging material" that is not assigned to a packaging

material type.

! For materials that do not receive a "material group for packaging material" in the

master record, "Allowed packaging materials" is not supported in the packing dialog.

! The "Allowed packaging materials" function checks the assignment of the "material

group for packaging material" of the material to be packed against the packaging material types. Filling in more detail in the corresponding table can help you avoid incorrect packing, and can also help you select the correct packaging material.

! To use handling unit inventory management, it is essential that you define the

corresponding movement types in Customizing under Basics.

! To automate packing, you must maintain packing instructions and determination

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Pack and Unpack: Transfer Posting Transactions

Storage Location Storage Location 0100 0100 Storage Location Storage Location HU00 HU00 Mat. 3 Mat. 1 Mat. 2 HU 4711 HU 4712 Mat. 1 HU 4713 Mat. 4

# If unpacked material is packed, or if handling units are unpacked, transfer postings are made from the non-handling unit-managed partner storage location to the handling unit storage location (or vice versa).

# Repacking is a combination of unpacking and packing.

# If more material is packed than was unpacked, the system makes a posting to the storage location from the non-handling unit-managed storage location. If more material is unpacked, then a transfer posting of this unpacked quantity is made to this storage location.

# Repacking and other changes to the handling unit may not be possible for the following reasons:

! A delivery handling unit is packed further in the shipment.

! The status prohibits changes (goods issue posted, blocked, user status).

! In Warehouse Management: The handling unit is in the warehouse with a storage type that is not permitted by the putaway strategy or capacity checks for direct inventory management postings. In this case, you must first pick the handling unit into an interim storage type before you can make changes.

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SAP AG 2001

Functions in the Packing Dialog:

# Search for handling units

# Display and allocate messages

# Assign identification according to SSCC

# Assign serial numbers to handling unit items

# Read serial number profiles in the material master

# Display the total packaging material used

# Display the material master for a packaging material

# Display the storage unit for a handling unit

# Specify the initial screen (tab pages or tree display) Packing Dialog

! You can only assign serial numbers for handling unit items, and not for unpacked

quantities. You make these assignments by selecting the relevant item and then choosing Serial Numbers on the Content tab page, or from the tree display (see slide 6-5).

! The tree display overview and the tab page overview have the same authorizations.

All functions from the tab page overview are available in the tree display, with the exception of creating new items to be packed.

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Packing Dialog: Packing Options

! Packing options:

$ Packing: Only quantities in the Partial Quantity field or packaging material tolerances are considered.

$ New HU per Partial Quantity: The quantity in the Partial Quantity field serves as the divisor.

$ New HU per Number of HUs: Causes the system to display a dialog box in order for you to make more precise packing-relevant entries for one or more previously created handling units.

$ New HU If Full: Only the total quantity is considered, and not the packaging material tolerance.

! Unpack: Individual items or (partial) quantities are withdrawn. ! Empty: The handling unit is completely unpacked.

! Delete: The handling unit is deleted.

! Delete assignment: The document reference is deleted. (This function only exists in

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SAP AG 2001

Packing Dialog: Packing Proposal

! On the Packing Proposal tab page, you can create templates for constructing

handling units. Templates for handling units can be created manually, or

automatically using packing instruction determination or by entering a packing instruction.

! Using packing instructions, you can, for example, pack several items of the same

parts into several handling units. (When you use the function New HU per Partial Quantity, you can only ever pack one item with the button New HU per Partial Quantity.)

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Packing Dialog: Packing Handling Units

! The following functions area available:

$ Pack handling units $ Create a handling unit

$ Assign handling units and delete assignments $ Call up detail view(s)

$ Delete and empty handling units $ Position on a handling unit $ SSCC number assignment $ Process messages

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SAP AG 2001

Packing Dialog: Individual Entry

1 2

3

! Assign a handling unit: Enter a handling unit in the Handling Unit field (1)

! Generate a material line: Enter material number, batch, plant, storage location, and

stock category in the Handling Unit Contents block.

! Create a handling unit: Enter the packaging material in the Packaging Material field

(2) and, if required, add the possible weight, volume, and dimensions data.

! Pack into a new handling unit: Enter the packaging material, the material number,

and the quantity to be packed (for document items you can enter the document and item numbers instead of the material number).

! In sales orders/scheduling agreements whose items contain a PO item number, you

can enter the PO item instead of the document item.

! To pack a handling unit you should enter the number of the handling unit to pack

instead of the material number. You make this entry in the Handling Unit field (3) in the Handling Unit Contents block.

! If you want to pack into an existing handling unit that has already been assigned,

then you should enter the identification number in the Handling Unit field (1) in the Handling Unit block. The system then ignores all other data from this block.

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Packing Dialog: Display Contents

! The content screen displays all handling units and their contents. The system

displays the hierarchy by numbering the hierarchy levels, where the highest handling unit in a hierarchy has the hierarchy level 0.

! You can see the stock category of each handling unit item. ! You can make quantity changes to existing handling unit items.

! You can assign serial numbers to material items with a serial number requirement. ! You can delete complete handling unit items using the Unpack function.

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SAP AG 2001

Packing Dialog: Detail Data

! Detailed information on the handling unit is displayed from various points of view

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Template for creating handling units Packing Instructions

Business background:

# Results from packing planning

! Optimum usage of containers ! Transport security

! Automatic in-house transport ! Minimum costs

# Packing instructions are contractually agreed between supplier and customer

# Supplier requirements

! Derivation of default values during packaging

data entry

! Instructions for packers (text, graphics)

# Manufacturer requirements

! Checks the delivered handling units against the

requirements in the packaging instructions

! Master data:

$ Packing instructions for handling units (transactions POP1 - POP4) $ Packing instruction determination records (transactions POF1 - POF3) $ Message condition records for handling units (transactions VV61 - VV63)

! Flexible packing instructions determination based on condition technique, for

example, in packing situations $ In production

$ In shipping $ In goods receipt

! Search key can be defined in Customizing, using for example,

$ Material number, plant, goods recipient, sold-to party, unloading point, vendor, shipping type, route

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SAP AG 2001 1 1 1 1 1 1 12 12 2 2 1 1 9 9 PI60 PI44

# Packing instructions as the target BOM of a handling unit

# Structure of a packing instruction

! A load carrier (for example, pallet, small transporter)

! Any number of auxiliary packaging materials (for example, lid)

! One or more materials to be packed # Nesting

! Can be nested in the same way as single-level BOMs

! Lower-level packing instructions can be used more than once in higher-level packing instructions

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Packing Instructions: Components

Non-HU-relevant Packg. Material Batch Mix Permtd/Forbdn Load Carrier First item in a packing instruction Item Categories: Packaging Material Material Lower-Level Pck. Instn Text

! When you create a single-level or multilevel packing instruction, you should enter

the items in the following order: $ Load carrier

$ Auxiliary packaging materials

$ Material to be packed and/or lower-level instructions .

! You can create multilevel packing instructions in a single transaction. During this,

the system creates the lower-level packing instruction directly from the higher-level packing instruction.

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SAP AG 2001

Packing Instructions: Measurements

• The dimensions, weight, and volume of a handling unit that has been constructed using a packing instruction are determined from the corresponding values in the material master records.

• You can also enter dimensions and weights manually. These values are then copied into the data record for the handling unit.

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Automatic Packing

! You can use the packing instructions to automate packing processes: The system

searches for the appropriate packing instruction for the material to be packed, and creates handling units itself according to the packing instructions it finds.

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SAP AG 2001

Other Functions: Packing Station

! The Packing Station function was developed for users that pack materials at a

packing station in a warehouse. This function supports entries via keyboard and scanner.

! The following activities are available:

$ Create and change handling units with reference to a delivery $ Create handling units without object reference

$ Print labels for individual handling units $ Update the handling unit weight

! A typical scenario involves picking materials into a warehouse container (the

"pick-handling unit") and the subsequent transport to the packing station. There, the material is repacked into the dispatch packaging.

! The Empty function does not exist for the packing station. In order to repack the

material into shipping handling units, the pick-handling unit must be deleted, or the materials must be unpacked individually.

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# Description of the packing station and terminal identification # Packing station type: Packing deliveries (inbound and outbound

deliveries) or creating handling units without object reference # Quantity proposal

# For handling units without object reference: Enter plant/storage location/storage bin

# Print profile

# Printer assignment

# When packing deliveries:

! Goods issue/receipt at save ! Automatic generation of HUs

# Creating the handling unit using an external number # Connecting scales to the packing station

To be able to use the packing station, you must first define several parameters that control the creation of handling units:

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SAP AG 2001

# Make basic Customizing settings for packing. You are now able to

Packing as a Basic Function of Handling Unit Management: Summary

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Packing as a Basic Function of Handling Unit Management Activities

Unit: Packing as a Basic Function of Handling Unit Management

Topic: Packing Dialog

• Create handling units in the packing dialog.

The company wants to test the various packing options available within Handling Unit Management.

1-1 To test the settings that have already been checked and/or those you have made yourself, you create handling units without an object reference. These are called “non-assigned” handling units. During this process you will call up various subfunctions of the packing dialog.

1-1-1 Check the stocks of pump T-H-## in plant 1000.

1-1-2 Pack six of your pumps T-H-## onto your pallet PK-HUM by choosing Create and Change General from the Handling Unit Management menu (transaction HU02). (Storage location 0001, where any existing pumps are currently managed, is the partner storage location for handling unit storage location HUMM.)

1-1-3 Now pack the handling units into a small transporter. You can find out the material number of the small transporter using the list of allowed packaging materials.

1-1-4 Display the contents of your nested handling units. Switch to the detail display for individual handling units.

1-1-5 Display the material document that was generated when you created the handling units.

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Topic: Packing Instructions

• Create a packing instruction

• Set up automatic packing in Customizing.

The company wants to test the various packing options available within Handling Unit Management.

2-1 Because your pump T-H-## is usually packed onto pallet PK-HUM, you want to simplify the packing operations using a packing instruction, and to

partially automate the process.

2-1-1 In Customizing create a packing status check profile for automatic packing.

2-1-2 Then create a packing instruction with the description HUM## where you link the material and packaging material. Assign your packing status check profile.

2-1-3 Create a packing instruction determination record containing the condition type ZVPA (packing proposal) for your packing instruction. Choose the key combination Material.

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Packing as a Basic Function of Handling Unit Management Solutions

Topic: Packing Dialog

1-1 To test the settings that have already been checked and/or those you have made yourself, you create a handling unit without an object reference. This is called a “non-assigned” handling unit. During this process you will call up various subfunctions of the packing dialog.

1-1-1 Stock overview: Menu path:

Logistics

→

Logistics Execution

→

Internal Whse Processes

→

Bins and Stock

→

Display

→

Total Stock per Material (Inventory

Management)

Leave the Storage Location field empty in order to see material stocks for all storage locations.

1-1-2 Create handling units: Menu path:

Logistics → Central Functions → Handling Unit Management →

Processing Handling Units → Create and Change (General) Tab page Gen. Header Data:

Field Name or Data Type Values

Plant 1000 Storage location 0001

Tab page Pack Material, block Material to be packed: Field Name or Data Type Values

Material T-H-## Total quantity 6

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Add the destination storage location HUMM in the Destination storage location field.

Select the material line and choose from the menu Extras

→

Allowed Packaging Material. Select PK-HUM.

Select the material line and the packaging material line, then choose New HU if Full.

1-1-3 Pack handling units: Tab page Pack HUs:

Select one of the handling units in the All HUs That Can be Packed field, then choose from the menu Extras

→

Allowed Packaging Material. Select TM-101.

Select the handling units to pack, and select your choice of packaging material in the All Existing HUs field. Choose New HU if Full.

1-1-4 Display the contents: Tab page Total Content Details:

Select a handling unit and choose one of the buttons for the detail view.

Confirm and save your entries. 1-1-5 Material document:

Menu path:

Logistics

→

Logistics Execution

→

Inbound Process

→

Goods Receipt for Purchase Order, Order, Other Transactions

→

Display Material Document

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(C) SAP AG SCM660 3-27 Unit: Packing as a Basic Function of Handling Unit

Management

Topic: Packing Instructions

2-1 Because your pump T-H-## is usually packed onto pallet PK-HUM, you want to simplify the packing operations using a packing instruction, and to

partially automate the process. 2-1-1 Create check profile:

Menu path:

→

Handling Unit Management → Automatic Packing → Packing Instructions Master Data → Define Check Profile for Packing Status → New Entries

Field Name or Data Type Values Check profile number ## Check profile description HU##

Select the packing status indicator for all variances. Save your entries.

2-1-2 Create packing instruction: Menu path:

Master Data → Packing Instructions → Create. Choose Enter to access the initial screen.

Field Name or Data Type Values Short text HU## Component packaging

material PK-HUM

Component material T-H-## Target quantity 2

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Assign check profile:

Enter the check profile key on the Administrative Data tab page Save your entries.

2-1-3 Create packing instruction determination record: Menu path:

Master Data → Packing Instructions Determination Records→ Create. Field Name or Data Type Values

Determination type ZVPA Key combination Material

Material T-H-## Packing instruction (Number of your packing

instruction) Save your entries.

2-1-4 Test your settings.

Create a non-assigned handling unit using the Create and Change (General) function.

Tab page Packing Proposal: Choose Expand Packing Instruction or Create HUs.

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# Handling Units in External Procurement

# Handling Units in Internal Procurement Contents:

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SAP AG 2001

# Describe various procedures for creating handling units in inbound deliveries and

# Describe various procedures for materials staging with handling units

At the conclusion of this unit, you will be able to Procurement Processes with Handling Units: Unit

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Procurement Processes with Handling Units: Course Overview Diagram

Course Overview

Basics

Conclusion

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SAP AG 2001

# The vendor from the model company delivers certain goods already packed and certain goods unpacked. Some of these materials serve as components in the manufacturing process. These components are staged from the warehouse for production. Procurement Processes with Handling Units:

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Goods Receipt Without Handling Unit Management

Material Document Difference Posting # Confirmation of the Transfer Order # Quant in the Storage

Bin WM IM IM Transfer Order Material Document Goods Receipt Posting # Transfer Requirement # Quant in the Goods

Receipt Zone

! For goods receipts for purchase orders without Handling Unit Management, you can

post the goods receipt with reference to the purchase order. (It is however possible to work with deliveries and subsequent goods receipt postings with reference to deliveries, even if you are not using Handling Unit Management.)

! If you use Warehouse Management, the system generates a transfer requirement

during the goods receipt posting. This transfer requirement is a document that is then used for planning goods movements yet to take place. At the same time, the stock increase during putaway is mapped using quants (material quantities in storage bins) in the goods receipt zone.

! Putaway takes place using a transfer order created with reference to a transfer

requirement. The system only posts the putaway material quantities as quants in the relevant destination storage bins when you confirm the transfer order.

! If the system recognizes quantity differences during putaway, these can be entered

when the transfer order is confirmed, and can then be posted in Warehouse Management and Inventory Management.

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SAP AG 2001

Inbound Shipment

Delivery/Shipping Notification with the HU Number Transfer Order Putaway Storage Bin Search Goods Receipt Posting

Handling Units in External Procurement

HU No. 69179 HU No. 69180 HU No. 69181 HU No. 69179 HU No. 69180 HU No. 69181

! Goods receipts in handling unit-managed storage locations can only be posted

using deliveries. The vendor can inform you in advance of the packaging details in a shipping notification. The shipping notification is most often transmitted via EDI. The identification numbers of the handling units delivered by the vendor can also be copied (for example, by scanning), or new handling units can be constructed in the delivery document.

! If you use Warehouse Management, the transfer order for putaway of the handling

units is created with reference to the delivery.

! The goods receipt posting is made with reference to the delivery.

! You can also use the transportation functions within the SAP Logistics Execution

solution to display incoming shipments. In this situation, you can summarize deliveries in a transfer order, and can then pack them cross-delivery into handling units.

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Process Flow with Integrated WM

Negative Quant in GR Zone TO Destination Bin Palletization Strategies Confirm TO Quant in Bin Difference ? Goods Receipt Purchase Order

Inventory Management Warehouse Management System

Post Differences Correction? Delivery HU No. 69179 HU No. 69180 HU No. 69181

! For goods receipts against purchase orders that are to be posted in handling

unit-managed storage locations, the system generates deliveries with reference to the "causal" purchase order.

! If you perform putaway of the handling units using Warehouse Management, then

the system creates one transfer order for each handling unit with reference to the delivery. If the destination storage type is subject to a confirmation requirement, then handling units are only available for new transactions, for example picking, after you have confirmed the transfer order, that is to say, after confirmation of the putaway. You can only perform the goods receipt posting after confirmation.

! In Handling Unit Management also, you can report quantity differences found during

putaway when you confirm the transfer order to the system. The goods receipt posting takes place only after the stock total has been corrected using an appropriate difference posting in Inventory Management.

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SAP AG 2001

BAPI Confirmation Process Flow with Decentralized WM (1)

BAPI Replication Transfer Order Delivery with Handling Units Confirmation TO Post Goods Movement Goods Receipt Delivery with packing information: Handling units already exist Purchase Order Incoming Invoice Generate via EDI

WM

ERP

! If you use Handling Unit Management in connection with decentralized Warehouse

Management, there are two possible process flows:

! In the first case, the vendor sends a shipping notification by IDoc containing

packaging information, so that the system already recognizes the handling units when the delivery is created in the ERP system.

! The delivery with the handling units is replicated in decentralized Warehouse

Management. The transfer order for putaway is generated here when the goods arrive in the receiving plant. After the transfer order has been confirmed, you can then post the goods receipt in the local system. This triggers the confirmation to the central ERP system, where the goods receipt is then posted.

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BAPI Confirmation Process Flow with Decentralized WM (2)

BAPI Replication Transfer Order Delivery Confirmation TO Post Goods Movement Goods Receipt Delivery without packing information: Incoming Invoice Generate manually Generate HUs by Packing Goods are delivered Purchase Order

WM

ERP

! In the second case, the vendor does not send an IDoc. This means that you must

generate the delivery in the SAP system. The system has not received any packaging information.

! The delivery is replicated in decentralized Warehouse Management without

packaging information, and therefore without handling units. When the goods arrive, you enter the packaging information and the handling units are generated in the local system. After packing, you can create the transfer order for putaway.

! After you confirm the transfer order, you can then post the goods receipt. The

delivery is reported to the central system, where the data is updated and the goods receipt is posted.

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SAP AG 2001

Procurement Using a Stock Transfer Order

Outbound Delivery with

Material Items _{with Material Items}Inbound Delivery

HU No. 69179 HU No. 69180 HU No. 69181 HU No. 69179 HU No. 69180 HU No. 69181

SAP Business Workflow

Purchase Order with Material Items

Generate using VL10

Supplying Plant Receiving Plant

! You have two options for plant-to-plant stock transfers:

$ You can use transaction MB1B to enter the stock transfer. This means that an outbound

delivery is automatically generated in the issuing plant.

- In the one-step procedure, the goods receipt is posted when the goods issue for the

outbound delivery is posted in the receiving plant.

- In the two-step procedure, the goods issue posting for the outbound delivery causes

the system to construct a stock in transit. You enter the goods receipt for the material, for example, using transaction MB1B. This triggers generation of the inbound delivery. You can now enter your handling units and post the goods receipt into the

unrestricted-use stock.

$ You can work with inbound and outbound deliveries as long as the affected storage

location is subject to a handling unit requirement.

! You must use the SAP Business Workflow for working with inbound and outbound

deliveries. The goods issue posting for the outbound delivery triggers the start of the workflow, and the inbound delivery is created in the receiving plant. This way, the handling unit data is transmitted to the receiving plant and can then be entered during the goods receipt posting.

! The process using inbound and outbound deliveries is suitable for use when both storage

locations, or at least the receiving storage location, are subject to a handling unit requirement.

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Handling Units in Internal Procurement

# Materials staging of components for production (with and without WM)

1. Packing components to be staged or withdrawal of complete

handling units

! Goods receipt posting for the handling unit or the work order # End product putaway

! Manual or automatic packing

! Goods receipt posting for the handling unit or the work order

! Handling Unit Management can be used in discrete, repetitive, and process

manufacturing.

! In discrete and process manufacturing, you can stage components for work orders

in the form of handling units. The consumption posting is made with reference to the handling unit or the work order.

You cannot perform materials staging with handling units in repetitive manufacturing.

! In all three manufacturing forms, the end products can be packed and then putaway

as handling units. The goods receipt posting is made with reference to the handling unit, in discrete and process manufacturing also with reference to the relevant work order.

! Handling unit staging and putaway is also possible in combination with Warehouse