IRT340 - Supply Chain Execution

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©



 SAP AG 2003SAP AG 2003

IRT340 Supply Chain

Executio

n

FS310 Inkasso/Exkasso

THE BEST RUN BUSINESSES RUN SAP

©

Supply Chain Execution



 R/3 SystemR/3 System 

 Release 4.7 / SAP RetailRelease 4.7 / SAP Retail 

 Col.33Col.33 

 5006234350062343

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IRT 340

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©



Copyright 2003

Copyright 2003 SAP AG.

SAP AG. All rights

All rights reserved.

reserved.

No part of this publication may be reproduced or transmitted in

any form or for any

any form or for any purpose without

purpose without the expres

the express permission of

s permission of

SAP AG. The information contained herein may be changed

without prior notice.

All rights reserved.

Copyright

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

Required:

IRT100 Retail Process Overview

IRT310 Retail Master Data

Course Prerequisites

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©

  SAP AG 1999SAP AG 1999

Target Group

 

Participants

::

Members of project teams and consultants responsible

for configuring supply chain management processes for a

distribution center



Duration: 3 days

User notes User notes



 These training materials areThese training materials are not a teach-yourself programnot a teach-yourself program. They. They compliment the explanationscompliment the explanations

provided by your course instructor

provided by your course instructor. Space is provided on each page for you to note down additional. Space is provided on each page for you to note down additional information.

information.



 There may not be There may not be sufficient time during the course to complete all the sufficient time during the course to complete all the exercises. The exercises provideexercises. The exercises provide

additional examples that are covered during the course. You

additional examples that are covered during the course. You can also work through the examples in can also work through the examples in youryour own time to increase your understanding of the

own time to increase your understanding of the topic.topic.

C

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

Course Goals



Course Objectives



Course Content



Course Overview Diagram



Main Business Scenario

Course Overview

(7)

This course will prepare you to:



Set up the processes for supply chain execution

in a distribution center that does not have a

separate warehouse management system

Course Goals

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 SAP AG 2003

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



Carry out the goods receipt and goods issue

processes, explain inventory management, and

name the special features of merchandise

distribution



Set up the necessary master data and make the

necessary settings in Customizing



Create a number of variants of these processes to

meet your individual requirements

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Unit 5

_{Goods Issue Process}

Unit 6

_Merchandise

Distribution

Unit 7

_Conclusion

Unit 1

_{Course Overview}

Unit 2

_{Basic Concepts}

Unit 3

_{Goods Receipt Process}

Unit 4

_{Inventory Management}

Preface

Course Content

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 SAP AG 2003

Basic Concepts

Goods Receipt Process

Inventory Management

Goods Issue Process

Conclusion

7

6

5

4

3

2 Course Overview

1 Course Overview

Merchandise Distribution

(11)



Your company has decided to implement SAP

Retail and you are responsible for optimizing

warehouse processes

Main Business Scenario

(12)

 SAP AG 2003



Master data and organizational units

Basic Concepts

(13)



Describe the structure of a distribution center in

the SAP Retail system



List the various differences in warehouse

structures

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

Basic Concepts: Unit Objectives

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 SAP AG 2003

Course Overview

Goods Receipt Process

Inventory Management

Goods Issue Process

Merchandise Distribution

Summary

7

6

5

4

3

1 Basic Concepts

2 Course Overview

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Storage location (Customizing)

Customer Customer Vendor Vendor Distribution Center Distribution Center

The Structure of a Distribution Center

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 SAP AG 2003

Site

Storage

location

Storage

location

Warehouse number

MM

Warehouse New York

Store. loc.0001 Store. loc.0002

088

Stock

WM

042

Store. loc.0003

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Site

Storage loc.

Storage

Storage loc

loc ..

Warehouse no.

MM

Storage type

Door

Staging area

Storage type

Door

Staging area

Areas

(optional)

Areas

(optional) (optional) Warehouse: New York 088 Door 1 Door 2 Zone A 360 Hall 4 Stock Aisle 2

WM

Aisle 1 042 902 Storage loc. 0001 Storage loc. 0002 Storage loc. 0003

Structures in the Warehouse

 If stocks are to be managed at storage bin level within a storage location in a distribution center (or site),

you can use the SAP Warehouse Management (WM) function. To do so, you must assign a warehouse number to the relevant storage location. This represents the entire warehouse structure.

 Storage locations that have different technical or organizational requirements have different storage

types in the warehouse numbers. For example: GR zone = storage type 902, high rack storage section, bulk storage, GI zone = storage type 910. To make goods receipt processing and picking easier, you can

define multiple doors and staging areas below a warehouse number.

 You can also choose to group neighboring areas within the same storage type. If you choose to make this

grouping on a goods receipts basis , we refer to storage sections. If grouping is created on a picking basis, we refer to picking areas.

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 SAP AG 2003

Site

Storage loc.

Storage

Storage loc

loc ..

Warehouse no.

MM

Storage type

Door

Staging area

Storage type

Door

Staging area

Storage bin

Areas

(optional)

Areas

(optional) (optional) Warehouse: New York 088 ... Door 1 Door 2 Zone A 360 Hall 4 Stock 12-6-54 4-23-89 Aisle 2

WM

Aisle 1 042 902 Storage loc. 0001 Storage loc. 0002 Storage loc. 0003 Stock

Structures in the Warehouse

 If stocks are to be managed at storage bin level within a storage location in a distribution center (or site),

you can use the SAP Warehouse Management (WM) function. To do so, you must assign a warehouse number to the relevant storage location. This represents the entire warehouse structure.

 Storage locations that have different technical or organizational requirements have different storage

types in the warehouse numbers. For example: GR zone = storage type 902, high rack storage area, bulk storage, GI zone = storage type 910. To make goods receipt processing and picking easier, you can define multiple doors and staging areas below a warehouse number.

 You can also choose to group neighboring areas within the same storage type. If you choose to make this

grouping on a goods receipts basis , we refer to storage scetions. If grouping is created on a picking basis, we refer to picking areas.

 Storage bins are located within areas or within storage types for which no specific areas have been

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Warehouse area 1 Warehouse area 2 Staging area 1 Door 1 Door 2 Picking area 1 Picking area 2 Picking area 3 Storage location 0004 (Distribution zone) Storage location 0004 (Distribution zone)

Warehouse 030

Storage location 0003 (Cross-docking) Storage location 0003 (Cross-docking) Storage bins Storage location 0001 DC R300 DC R300

Structures in the Distribution Center

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 SAP AG 2003



Describe the structure of a distribution center in

the SAP system



List the various differences in the organizational

structure of a warehouse

You are now able to:

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Exercises

Unit: Basic Concepts

Topic: Basic Concepts

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

•

Create a site structure

•

Add a new storage location to your site and assign it to your

WM warehouse.

Your distribution center is assigned a new storage location which

you need to maintain in your site master data.

1-1

Throughout this course, you will always use distribution center T7##. Familiarize

yourself with some of the details concerning this distribution center.

1-1-1 To which distribution chain does this DC belong?

______________________________________________________

1-1-2 Which purchasing organization can procure articles for this DC and to which

company code does it belong?

PO:_________________________________________________

CC:_________________________________________________

1-1-3 What are the table keys for the site’s customer and vendor master records?

Customer________________________________________________

Vendor_______________________________________________

1-1-4 Where do you find out whether this site is a distribution center?

______________________________________________________

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1-2

Create some more settings for your DC and look at the Customizing settings for this

site, too. The inventory management entries are of particular relevance to you.

1-2-1 Which storage locations already exist for your distribution center?

______________________________________________________

1-2-2 Your distribution center is going to have a new storage location. Create this

storage location using the number

0005

and the description ‘Storage loc. Gr##’.

Save your entries and exit the distribution center.

1-3

Make some more settings for the Warehouse Management.

1-3-1 Which is the highest organizational unit in the WM system?

______________________________________________________

1-3-2 Create a new warehouse number

L##

in Customizing by copying the warehouse

number

T##

.

To copy the warehouse number, you must use

[Copy, delete, check warehouse number]

1-4* Go to the IMG:

Logistics Execution Warehouse Management Master Data

and

look at the details of your new warehouse

L##

_.

1-4-1 Which storage types are already available?

______________________________________________________

1-4-2 Which staging areas exist and which doors are they assigned to?

Staging area:

Door:

______________________________________________________

1-4-3 Are there any storage sections in warehouse

L##

_?

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Solutions

Unit: Basic Concepts

Topic: Basic Concepts

In the solutions the following points are valid:

•

You can access the SAP Retail menu using transaction W10T. You

should enter this transaction as a start menu in your user parameters:

System User Profile Own Data,

enter

‘W10T’

as a

start menu

in the

‘User Default’

view.

•

If you see the word

MENU

before a menu path

,

then you should go to

the Retail menu, the SAP Retail application menu.

You can easily access the Retail menu by going from the SAP Easy

Access SAP Retail using this menu path:

Logistics Retail

•

If you see the term

IMG

in front of a menu path then you should go to

the Implementation Guide of the system where yo u can customize

your settings.

To access IMG, you go from the SAP Easy Access SAP Retail and

follow this menu path

Tools Accelerated SAP Customizing Project Processing SAP Reference- Display IMG (F5)

or use the following transaction

/NSPRO F5 key

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Solutions

Unit: Basic Concepts

Topic: Basic Concepts

1-1

Master data Site data Site Display

Field name or data type _Values

Site

T7##

1-1-1 Tab Organization/calendar data:

The distribution chain consists of the sales organization and the distribution

channel and is called R300/ R5

Sales organization: R300

Distribution channel: R5

1-1-2 Purchasing organization: R300

Company code:

R300

1-1-3 Button [Customer], Customer T7##

Back/F3

Button [Vendor], Vendor T7##

Back/F3

1-1-4

Extras Admin. data

Site cat. B = Distribution center

1-2

Customizing For site

1-2-1 Double click on row:

Storage locations

Double click on view name: V_T001L

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1-2-2

Table view Display Change

[New entries]

Field name or data type Values

SLoc:

0005

Description

Storage location Gr.##

Table view Save

Return to the SAP Easy Access Menu for SAP Retail using the yellow arrow.

1-3

IMG

1-3-1 The highest organizational unit in the WM system is the

warehouse number

.

1-3-2

IMG: Enterprise Structure Definition Logistics Execution Define,

copy, delete, check warehouse number

[Copy/delete/check warehouse number]

Organizational object Copy org. object

Field name or data type Values

From warehouse number

T##

To warehouse number

L##

[Enter]

Confirm information by selecting [Enter]

1-4* IMG

Logistics Execution Warehouse Management Master Data

1-4-1

Define storage type

The following storage types are already available for warehouse L##:

005 Fixed bin storage

916 Shipping area deliveries

999 Differences

FRM Floor Ready Merchandise

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1-4-2

Define Article Staging Areas

Staging area:

Door:

Area 001

Door A1

Area 002

Door A1

Area 010

Door A2

1-4-3

Define Storage Sections

(27)



Confirmation documents



Goods receipt posting



Putaway process in lean WM

Goods Receipt Process

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 SAP AG 2003



Carry out the goods receipt process, from the

delivery of the goods to transferring them to the

stock in a storage location.



Set up the delivery process in a lean WM

managed storage location.

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

(29)

Course Overview

Inventory Management

Goods Issue Process

Merchandise Distribution

Summary

7

6

5

4

1 Basic Concepts

2 Goods Receipt Process

3 Course Overview

(30)

 SAP AG 2003



The vendor delivers the ordered goods to you. You

would like to enter both the delivery quantities and

the delivery note data, which can be used at a later

stage to check the deliveries.



When the delivery quantity varies, you want the

goods receipt to be posted in the future only in the

context of specified tolerance limits.



To keep your losses low in your warehouse, the

articles' expiration date should always be entered

and checked when your goods receipts are posted

in future.

(31)

2

4

Purchase order Purchase order Goods receipt in distribution center Goods receipt in distribution center

1

Requirements planning Requirements planning

3

Shipping notification Shipping notification

5

Invoice verification and check Invoice verification and check Vendor Vendor Distribution center Distribution center Merchandise flow Information flow

Business Process (Example)

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 SAP AG 2003



Describe the confirmation documents, shipping

notification and rough goods receipt.



Set up the confirmation controls as a requirement

for confirmation documents.

At the conclusion of this topic, you will be able to:

(33)

Shipping notification ... Vendor ...

IDES Smart Retailer Inc. IDES Smart Retailer Inc. IDES Smart Retailer Inc.

Purchase order ... VendorPurchase_order ..._...

VendorPurchase_order ... _... Vendor ... Post Fax EDI Inbound delivery ... Vendor ... Vendor Vendor

Confirmation Document: Shipping Notification

 Shipping notifications are used by vendors to announce the delivery of articles. The vendor sends

information about the delivery date, delivery time, delivery quantities and the articles that are to be delivered.

 The shipping notification is based on one or more purchase orders that have been placed with the same

vendor. In SAP Retail, an inbound delivery is created for the shipping notification or in EDI. Inbound deliveries can be used as reference documents for the (rough) goods receipt that follows.

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 SAP AG 2003  Purchase order  Delivery (see note)  Enter differences in quantity

 Sort purchase order items  Generate count lists

 Generate tickets  Create delivery note

Logistics functions

Reference

document

Purchase order ... Vendor ... Delivery ... Vendor ...

Rough GR

Create

delivery note quantity

Confirmation Document for Rough GR

 Rough GRis used to identify deliveries, meaning that the items in the delivery documents are assigned

to the items contained in the vendor shipping notification items in the system. Rough GR can only be used for certain order items that have a specific confirmation code (detailed information for the item for the relevant order items).

 Rough GR can be used for one or more purchase orders or shipping notifications (inbound deliveries). If

a rough GR is created for one or more purchase orders, and if a delivery has already been posted based on a shipping notification, the user receives notifications.

 When a rough GR is posted, a document is also posted. The document has a very similar function to a

delivery notification.

 The following options can be used for a rough GR:

- You can enter differences in quantity in delivery notes and purchase orders or delivery notifications.

- You can sort the items from all the assigned purchase orders for additional online processing using the same structure as the delivery document from the vendor.

- You can print out a count list for the GR that is to follow. - You can generate (article) sales tickets.

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Purchase order ...

Vendor ... Suitable confirmation control keyin purchase order item

Confirmation control key Customizing Customizing Customizing Definition Conf.control Purchase data Conf.control

Shipping notification entry allowed? Rough GR entry allowed?

...

Vendor

Vendor Article_Article

View: Purchasing

Confirmation Document : Prerequisites

 To create a confirmation document (for example, a rough GR) for a purchase order item, you need a

suitable confirmation control key for the purchase order item (item details in the purchase order).

 Confirmation control keys are defined in Customizing (see next slide) and entered in the purchase order

item. If there is already a confirmation control key in the article master purchasing view, it will automatically become the default value in the purchase order item.

 A confirmation control key also may be entered as a default value for article maintenance in the vendor

master data.

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 SAP AG 2003

Confirmation sequence Confirmation sequence Confirmation sequence

Confirmation control key

Sequence Int. conf. cat.

1 LA

2 GW

3 ...

Confirmation control key

Sequence Int. conf. cat.

1 LA 2 GW 3 ... Monitoring period Monitoring period Reference date Reference date Controls for EDI access Controls for EDI access MRP relevance MRP relevance GR relevance GR relevance GR assignment GR assignment

Purchase order date + Delivery date -Purchase order date + Delivery date -Remove confirmation category as a result of GR? Remove confirmation category as a result of GR? Take account of confirmation in MRP?

Take account of confirmation in MRP? Assign GR to current confirmation? Assign GR to current confirmation?

Ext. confirmation cat. Ext. confirmation cat. Ext. confirmation cat.

Int. confirmation cat. Int. confirmation cat. Int. confirmation cat.

Description

Heading in purchasing list Description

Description

Heading in purchasing list Heading in purchasing list Delivery type

Confirmation Control Key: Definition

 The confirmation sequence

 Contains a confirmation control key that determines which confirmation categories are expected

 Determines the sequence in which the confirmation categories for the purchase order items are expected

 Determines the date and time by which the confirmation must have arrived

 Determines the relevance for requirements planning and goods receipt.

 When you set the inbound delivery indicator with the confirmation control key, you determine that those

purchase orders that contain this confirmation control key should have inbound deliveries created for them automatically. The inbound delivery document is required for creating putaway transfer orders in decentralized warehousing systems.

 LA and GW are standard internal confirmation categories to which a delivery type must be assigned.

(37)



Describe the procedure for and various methods

for processing goods receipts.



Post a goods receipt for a purchase order and

explain how to control goods receipt using a

movement type.



List the results of posting a goods receipt.



Make settings for checks and tolerances for

goods receipt posting.

At the conclusion of this topic, you will be able to:

Goods Receipt: Objectives

(38)

 SAP AG 2003

Storage

location

(Stock type) Goods receipt Goods receipt Goods receipt 0003 0001 0002 Vendor Vendor Distribution center Distribution center

(39)

Storage

location

(Stock type) Rough goods receipt

Rough goods receipt Rough goods receipt

Goods receipt Goods receipt Goods receipt 0003 0001 0002 Distribution center Distribution center Vendor Vendor

Goods Receipt: Steps Involved

(40)

 SAP AG 2003

Storage

location

(Stock type)

WM

Rough goods receipt Rough goods receipt Rough goods receipt

Goods receipt Goods receipt Goods receipt 0003 0001

Storage bin

0002 Putaway Putaway Putaway Distribution center Distribution center Vendor Vendor

Goods Receipt: Steps Involved

 Goods receipt in a site (distribution center or store) can be done in one or two steps.

 Single-step procedure:

A (complete) goods receipt (GR) is executed directly.

 Two-step procedure:

A rough goods receipt (rough GR) is run first, enabling delivery quantities to be entered, and is followed by a GR.

 In both procedures, the merchandise is assigned to a stock type for a storage location at the site that is to

receive the delivery.

 If the destination storage location is connected to the SAP Warehouse Management (WM) system,

articles can be assigned to specific storage bins (putaway). You can restrict the putaway procedure to individual storage sections (= a group of several storage bins within the same storage type for putaway).

(41)

Logistics

functionalities

Reference

document

Purchase order ... Vendor ... Inbound delivery ... Vendor ...

Goods receipt

 Searching the corresponding purchase orders using: - article number - EAN - vendor - ...  Checking and monitoring: - quantities (tolerances) - expiration dates - EAN  Entering returnable transport packaging  Batch handling

 Entering free deliveries

 Return deliveries to

vendors

 ...

Goods Receipt: Reference and Functionality

 You can create a GR (goods receipt) for a purchase order, shipping notification, or rough GR. The user

will be alerted if a GR is created for a purchase order and a delivery notification or rough GR already exists.

 The advantages of goods receipt processing with reference documents are:

 The goods receiving department can check if the delivery actually contains the merchandise that was delivered;

 When the goods receipt is being created, data for the reference document is proposed by the system.

This makes it easier to create the goods receipt and also monitor the development of the goods receipt;

 The GR data is updated in purchase order development and vendor evaluation. The means that associates can monitor purchase order development, trigger the dunning procedure, and ensure that quantities and deadlines are adhered to;

 The relevant purchaser is automatically informed about GR using SAPmail.

 The incoming invoice is used to check the quantity ordered against the actual delivered quantity.

 It is also possible to post goods receipt without a reference document for a document that has been

created previously in the system. This allows you to subsequently generate a purchase order thereby allowing you to use invoice verification at a later date.

 At GR, you can also run checks and monitoring (for example, for delivered quantities, expiration dates,

shipping instructions, EAN).

 Additional features of GR in SAP Retail include the creation of returnable transport packaging as special

stock and handling batch articles, setting up free deliveries and returns to the vendor. Returnable transport packaging is transport equipment, for example, a carton, or an empty, such as bottles.

(42)

 SAP AG 2003

Non-stock articles

Cost center Project Others

Blocked stock BWA 101 (S)

Stock in quality inspection BWA 101 (X) Unrestricted-use stock BWA 101

GR blocked stock BWA 103

non-valuated non non--valuatedvaluated valuated valuated valuated Consumption Provisionally accepted Stock Goods receipt Goods receipt

Goods Receipt for Purchase Orders

 Goods receipt is a form of goods movement.

 An article can either be used or placed in stock, following goods receipt, or a GR can be blocked. When

entering a goods movement in the system, you must enter a movement type to differentiate between the different types of goods movements. The goods movement type is a three-character key that is used to identify a goods movement.

 For each goods receipt, you decide which stock to post the quantity. The stock is important for

determining availability of stock in requirements planning and also for picking in inventory management. A goods receipt in the warehouse can be posted to three valuated stock types:

- Unrestricted-use stock

- Stock in quality inspection (may be used for requirements planning, but not for picking) - Blocked stock (cannot be used for requirements planning and not available for picking)

 Movement type 101 is always used for goods receipt quantities from purchase orders that are to be put

into valuated stock. The individual stock types are distinguished by their stock indicator, which you can enter in the item screen of goods receipt processing.

 Merchandise accepted provisionally (for example, damaged articles or unexpected deliveries) is posted

(43)

Issues

Receipts

Goods movement

Article and accounting documents are generated at the same time as the goods movement takes place.

Warehouse Warehouse

Goods Movements Documents

 Even when inventory management is computerized, documentation is necessary. A document serves as

proof of a change in stock levels. Documents are saved in the system.

 An article document is produced in the SAP system as proof of a change in stock levels.

 At least one account document is created in addition to the article document if an article movement

process affects stock valuation.

 As soon as a goods movement is posted to the system, quantity, article, movement type and

organizational level cannot be changed. However, some changes can still be made to text fields. If you need to make corrections, a new document must be created. The document containing the errors must first be canceled.

 An article document is created so that the process can be recorded Accounting documents are only

created when there is a change in stock valuation (for example, with stock transfers from one plant to another).

 The article and accounting documents are separate from one another. The article document can be

distinguished by its article document number and year. The accounting document can be distinguished by the company code, the accounting document number and the fiscal year.. The company code to which

the accounting document has been posted is derived from the plant in which the goods movement took place.

(44)

 SAP AG 2003 Message to sold-to party (optional) Updating stock and consumption accounts Transfer requirement for WM (if this is active) Transaction document Printing (optional) Opening an inspection lot to trigger quality inspection Update Update purchase purchase order order Goods receipt Value and quantity update Article Article master master Article document GR slip

WM

QM

Statistical update

The Results of a Goods Receipt

FI docu

 This slide gives you an overview of the results of goods receipts creation with reference to a purchase

(45)

Documents from the Purchase Order to the GR

 A goods receipt should always be posted based on a purchase order (in exceptional cases, you can also

post a goods receipt without a reference, however, a purchase order will be needed if you need an invoice verification at a later stage). The goods receipt always creates an article document and an FI document.

 In addition, you can create more vendor confirmation documents (delivery notification, delivery note) in

the system. For each purchase order item, you can decide on the confirmation control key and which documents you are expecting from the vendor for this purchase order item.

 When using confirmation documents, you should always consider which documents are really necessary

so that you do not overload the system.

(46)

 SAP AG 2003 Purchase order ... Vendor ... Art. 3214 20 PC Art. 5110 15 PC FI doc. Article doc. Goods receipt Returns

Item 1: Movement type 101

New PO

Item 2: Movement type 101 ...

Item 6: Movement type 161 Customizing Customizing Customizing

Movement type 161: Create purchase order Movement type 161: Create purchase order

For item 6

(with return indicator)

R

Returns with Automatic Purchase Order

Generation

 In the case of unplanned returns to vendors, the goods issues (negative goods receipts) are posted

without a reference document. Depending on your settings in Customizing that define whether an item allows a PO to be created, a purchase order is created for an item in the background which can then be used for invoice verification. The article returns can be posted during the goods receipt process. In this case, the purchase orders for which the goods receipt was posted and the purchase order containing the return items are combined into one article document (possibly under an external delivery note number). During invoice verification, the system takes account of a credit memo against the vendor. You can post the return without first creating a reference document (for example, a purchase order).

 A return order is created for the planned vendor return. The vendor is therefore information about the

return and can schedule capacity, as required, for the returned merchandise. (NB: this situation is not shown in the slide).

(47)

© SAP AG IRT340 3-21  SAP AG 2003 Post GR PO GR quantity 1000 PC 900 PC System message • Error • Warning • None System message System message •• Error Error •• WarningWarning •• NoneNone Underdelivery tolerance Overdelivery tolerance 15 % 10 % Purchase order 345688.. Vendor 309089 .... .... Art. 55421 1000 PC Art. 56334 10 CAR Art. 73452 50 PAL • • • • Tolerances not adhered to ? Article Article Vendor Vendor Site Site

Default "delivery completed" indicator?

Default "delivery completed" Default "delivery completed" indicator?

indicator?

Tolerance Limits and "Delivery Completed"

Indicator

 For each item, the system checks whether there are discrepancies between the PO and the article master

data during the GR processing.

 In Customizing, you can decide whether each site should have a defaulted "delivery completed"

indicator for goods receipt as long as the quantity delivered is within the under/overdelivery tolerances. The "delivery completed" indicator produces the following effects:

 The PO item is considered closed, even if the full quantity ordered has not been delivered.

 Although a delivery is not expected, it is still possible.

 In the next goods receipt, the item will not be defaulted as being a marked item on the selection list.

 The PO item can be deleted, even if the full quantity ordered has not been delivered.

 If an underdelivery lies outside the tolerances, you can set the indicator manually either in the goods

receipt or in the PO item so that the PO item is viewed as being a completed delivery.

(48)

 SAP AG 2003

Shelf life expiration date check activated ? Shelf life expiration date Shelf life expiration date

check activated ? check activated ? Enter/check expiration date/ date of production ? Enter/check Enter/check expiration date/ expiration date/ date of production ? date of production ? Movement type Movement type Movement type System message • Error • Warning • None System message System message •• Error Error •• WarningWarning •• NoneNone ED Date of manufacture Actual ED = date of production

+ total shelf life Record goods receipt

Actual ED < planned ED? Actual ED

is determined

Planned ED = posting date + remaining shelf life

Total shelf life

Remaining shelf life 50 days 30 days Site Site Article Article

Shelf Life Expiration Date Check

 An article's expiration date can only be checked if:

- The minimum remaining shelf life is maintained in the article master record - The shelf life expiration date check has been activated in the site

- The shelf life expiration date check has been activated for the type of movement (goods receipt)

 If the shelf life expiration date check has been activated, then at the goods receipt stage you must:

- Enter the expiration date or

- Enter the production date if a total shelf life has already been entered for the article.

 At the goods receipt stage, the system checks whether the remaining shelf life is sufficient. If it is not

sufficient, then depending on the settings of the system, a warning or error message will appear.

 When the goods receipt is posted, the expiration date is recorded in the article document.  When the expiration date is calculated, you can set a rounding rule in the article master which

determines whether:

- You round to the beginning of the period - You round to the end of the period

(49)

OR

Released to warehouse Return to vendor Goods receipt Goods receipt

Goods accepted provisionally Goods accepted provisionally

(GR blocked stock) (GR blocked stock)

Posting Goods Receipt to GR Blocked Stock

 Merchandise accepted provisionally (for example, damaged articles or unexpected deliveries) is posted

to GR blocked stock. This means: - Quantities are posted to the stock - No article evaluation is carried out

- The transaction is recorded in the PO history. If the acceptance conditions are fulfilled, then the article can be released and evaluated.

 If the merchandise has to be returned to the vendor, then it can be taken out of the GR blocked stock and

sent back to the vendor. An article document is created in this process and the PO history updated.

 Articles released from the GR blocked stock can be transferred to the following stocks:

- Restricted-use stock - Unrestricted-use stock - Stock in quality inspection - Blocked stock (valuated)

 These are the results of releasing articles from the GR blocked stock:

- Article and FI documents are created - The entire valuated stock is updated - PO and the PO history are updated - The G/L accounts are updated

(50)

 SAP AG 2003



Set up a lean WM system in your warehouse.



Use lean WM for putaway and create a transfer

order for putaway.

At the conclusion of this topic, you will be able to:

(51)

Site

Storage loc.

Warehouse no.

MM

Storage type

Door

Staging area

Storage type

Door

Staging area

Fixed storage bin

Areas

(optional)

Areas

(optional) (optional) Warehouse: New York

Storage loc. 0001 Storage loc. 0002

088 042 ... Door 1 Door 2 Zone A 360 Hall 4 Stock 12-6-54 4-23-89 Aisle 2

WM

Aisle 1 902

Structures in Lean WM

 You can carry out picking with transfer orders using lean warehouse management (WM) even if no

storage bins are managed in the system. No goods receipts or issues are processed in WM as a

subsequent process when using Lean WM. This means that bin dates and stocks are not updated on a storage bin level with quantities. Instead, this updating is done on a storage location level.

 No storage bins are managed in lean WM, but you can allocate a fixed storage bin to the article in the

article master and it will then be printed onto the transport order for the information of the picker.

 Essentially the lean WM processes are the same as the standard WM. You work with deliveries and

create transport orders for these deliveries. The other WM structures (storage types, doors, staging areas, storage areas) can be mapped out in lean WM in just the same way as in WM (see Unit 2 Basic

Concepts).

(52)

 SAP AG 2003

Site

Storage loc.

Warehouse no.

MM

Storage type

Door

Staging area

Storage type

Door

Staging area

Fixed storage bin

Areas

(optional)

Areas

(optional) (optional)

1

2

3

Control warehouse number in lean WM Control warehouse number in lean WM

Details of performance data Details of performance data Lean WM activated Lean WM activated

Fixed storage bin

Fixed storage bin Shipping areaShipping area

Difference interface Difference interface Picking area Picking area

Fixed storage bin Fixed storage bin

4

X

5

Inventory Management

WM

Article Article Site Site

Goods receipt area Goods receipt area

Setting Up Structures in Lean WM

 To produce an efficient procedure for goods receipt and goods issue processing in your warehouse, you

can define and link up the following organizational units:

 The entire warehouse structure is managed under one warehouse number. This number reflects the warehouse complex.

 The various warehouses may have different organizational and technical features that are defined as storage types.

In a lean WM-managed warehouse, there always has to be at least the following storage types: - Goods receipt area (only in lean WM for putaway)

- Fixed-bin storage - Shipping area and - Difference interface

 In lean WM, you can manage picking areas separately from deliveries. To do this, you need to assign the

picking area and the storage bin to the article.

 Unlike full WM, in lean WM, no dynamic storage bin determination and no stock administration is

carried out in the storage bins. A fixed storage bin can, however, be recorded in the picking document if it is maintained in the article master (DC Logistics view).

 Lean WM can be used for putaway and picking. You need to set the activation level of the warehouse

(53)

Difference ? Inventory

Management Warehouse Management System

Corrections? Purchase order Inbound delivery Transfer order Confirmation of transfer order Confirmation of transfer order Post difference Post difference Goods receipt Goods receipt

Putaway Process in Lean WM

 Lean WM can be used for the stock removal and for the putaway processes. An inbound delivery is

created in a purchase order for putaway. This inbound delivery serves as a worklist in WM for the putaway.

 A transfer request, which controls the physical putaway, is created for the inbound delivery. Like the

picking process in lean WM, no stocks or storage bins are updated in WM. The allocation of storage bins takes place at the same time as the picking process using the movement type and the article master (fixed storage bin). The quantity is not available to MRP/RP.

 After confirmation of the putaway, the goods receipt is posted. Differences can be picked out straight

away. Now the putaway quantity is available to MRP/RP.

 Customizing:

 The delivery item category must be relevant for picking

 The warehouse management activation level for a specific storage location has to allow for lean WM in putaway (1 or 4)

 As an alternative to the process described above, it is also possible to post the goods receipt first and

then generate transfer requests for warehouse management. If differences should occur; the goods receipt posting is corrected after the transfer request has been confirmed in inventory management.

(54)

 SAP AG 2003

Transfer order 188 Movement type 101

.... ....

Art. R100002 Site R300 200 PC

Art. R100001 Site R300 10 Car

• • • • • • • • • • • • • • • • Warehouse number

• Transfer order no. • Creation date/ time • Movement type • Reference data • Confirmation indicator/date • ...

• Article with short text • Quantity to be transferred • Site (DC) • Source storage type/bin • Destination storage type/bin

• Storage unit type • Confirmation indicator • ... Head er Items 1 n

Source storage type/bin: 902 01-17-22 Dest. storage type/bin: 001 51-12-44

Source storage type/bin: 902 09-17-33

Dest. storage type/bin:004 33-64-28

Warehouse Warehouse

Transfer Order (Structure)

 A transfer order (TO) is an SAP WM document that documents an instruction to transfer articles within

the warehouse complex.

 A TO is assigned to just one warehouse number in the organizational structure of the warehouse. This

number identifies an entire warehouse complex and is used to connect a storage location of a site to SAP WM.

 A TO consists of a header and one or more items.  The following data is included in the TO header:

 warehouse number

 TO number

 TO creation date and time

 movement type (which relates to all the TO items)

 TO reference data (for example, the number of a transfer requirement or a SD document)

 confirmation indicator and confirmation date.

 The following data can be entered for each TO item:

 the article to be transferred with short text

 the quantity of the article (from the item) to be transferred

 the site (DC here) where the transfer is taking place

(55)

You are now able to:



Carry out the goods receipt process from the

delivery of the goods to transferring them to the

stock in a storage location.



Set up the delivery process in a Lean WM

managed storage location.

Goods Receipt: Unit Summary

(56)

Exercises

Unit: Goods Receipt Process

Topic: Confirmation Documents

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

•

Create confirmation documents, shipping notifications and

rough goods receipts in the system

•

Explain the settings in Customizing for confirmation

documents

•

Find the confirmation control key in the master data.

After you have sent your purchase order to the vendor, you

receive a confirmation from them in the form of a shipping

notification. You record this in the system with reference to your

PO. The delivery note data should also be created to make the

invoice verification easier.

1-1

Create a purchase order for your vendor.

1-1-1 Choose

Purchasing Purchase order Purchase Order Create Vendor known

to create a PO using the following data:

Standard purchase order

Vendor:

TS1##

Purchasing organization: R300

Purchasing group:

R30

Item overview (expand)

Article: TA03## 10 Car

Delivery date: One week from today

Site: T7##

Article: TA04## 10 Car

Delivery date: One week from today

Site: T7##

1-1-2 Which confirmation control key is used as the default for the individual article

items?

(57)

1-1-3 Where does this default value come from?

______________________________________________________

1-1-4 Generate the purchase order and make a note of the number:

______________________________________________________

1-2

In response to your PO, the vendor sends you a shipping notification with the number

2304##

, in which the goods for the inbound delivered are listed.

1-2-1 Enter this information by creating a delivery for your purchase order. The

articles will be available to you in one week from today at 15:00. Ensure that

you also enter the number of the shipping notification (

2304##

) as an “ External

ID”.

1-3

The merchandise that you ordered is delivered with the delivery note

4711##

.

Vendor: TS1##

Delivery note

No: 4711##

for shipping notification no: 2304##

Article

Quantity

TA03##

8 Car

TA04##

10 Car

1-3-1 Use the delivery note to create the rough goods receipt for your purchase order.

When doing so, refer to the shipping notification that you have received that has

already been entered in your system as an inbound delivery. It can be identified

by using the vendor’s shipping notification number (enter

2304##

in the field

External ID).

1-3-2 Enter the vendor’s delivery note number (

4711##

) to be able to find the

delivery note more easily in future.

1-3-3 Which delivery type is in the document you have just created?

______________________________________________________

1-3-4 Check the individual defaulted items. Does the delivery note data match the

data defaulted by the system from the shipping notification?

______________________________________________________

1-3-5 Change the first delivery note item quantity as needed and save your rough GR.

Rough GR number:__________________________________

(58)

1-4* Look at the purchase order created in 1-1-4.

1-4-1 In the PO how do you find out which confirmation documents already exist for

the PO items?

______________________________________________________

1-4-2 Does the system take into account the information from the confirmations in

requirements planning?

______________________________________________________

1-5* Now take a closer look at the technical background.

1-5-1 Which confirmation categories are for rough GR and for shipping notification?

______________________________________________________

1-5-2 Which delivery type is allocated to the rough GR confirmation category using

the internal confirmation type? Compare this to the rough GR delivery type in

1-1-3.

______________________________________________________

1-5-3 Look at the confirmation sequence for the confirmation control key 0003.

Which indicator ensures that shipping notifications as well as rough GR are

taken into account in requirements planning?

(59)

©

Exercises

Unit: Goods Receipt Process

Topic: Goods Receipt

At the conclusion of these exercises, you

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

will be able to:

•

Use checks and controls for GR

•

Post a goods receipt with items to be

Post a goods receipt with items to be returned on a PO

returned on a PO

•

Explain the consequences of posting a GR

The merchandise is delivered to your DC. You run various checks

and controls.

2-1

You

You check

check and

and count

count the

the merchandise

merchandise that

that has

has been

been delivered

delivered and

and post

post the

the GR

GR for

for your

your

PO. In doing so, you use the delivery note quantities to check your delivery.

2-1-1

2-1-1 Create

Create the

the goods

goods receipt

receipt from

from vendor

vendor

TS1##TS1##

with an unknown PO number (

with an unknown PO number ( for

for

a different reference

a different reference) for distribution center

) for distribution center

T7##T7##

. Use

. Use movement type

movement type “Goods

“Goods

receipt for PO to warehouse”. You post the goods receipt with reference to the

previous rough goods receipt as a preceding document. The preceding

document is identified by the vendor's delivery note number (

4711##)4711##)

..

2-1-2

2-1-2 Which quantity

Which quantity does the

does the system

system default for

default for the individual

the individual articles?

articles?

__________________________

______________________________________________________

____________________________

2-1-3

2-1-3 The

The article

article quantities

quantities in

in

TA04##TA04##

should be posted to the quality inspection

stock (stock type X).

2-1-4

2-1-4 Select both i

Select both items. You

tems. You assume that

assume that there will

there will be no subs

be no subsequent delivery of

equent delivery of the

the

two missing cartons of article TA03##. How do yo

two missing cartons of article TA03##. How do yo u ensure that the relevant

u ensure that the relevant

items in the purchasing documents are flagged as being completed?

__________________________

______________________________________________________

____________________________

2-1-5

2-1-5 Save the

Save the GR posting

GR posting and note

and note the number

the number of the

of the article document:

article document:

__________________________

______________________________________________________

____________________________

C

(60)

2-1-6*

2-1-6* Display the article document in your system. What other (accounting)

Display the article document in your system. What other (accounting)

documents were created/updated as a result of posting?

__________________________

______________________________________________________

____________________________

2-1-7*

2-1-7* Go to the PO list display and display all the PO (

Go to the PO list display and display all the PO ( scope of list

scope of list ::

BESTBEST

) for site

T7##

for which there are open GRs (selection parameter

WE101WE101

).

Is your PO displayed?

__________________________

______________________________________________________

____________________________

2-2

You

You decide

decide that

that in

in the

the future

future the

the delivery-completed

delivery-completed indicator

indicator will

will be

be automatically

automatically

defaulted by the system if delivery quantity discrepanc

defaulted by the system if delivery quantity discrepanc ies lie within certain tolerance

ies lie within certain tolerance

limits. If the discrepancies go over these tolerance

limits. If the discrepancies go over these tolerance limits, then a warning message will

limits, then a warning message will

appear on your screen.

2-2-1

2-2-1 Where can

Where can you create

you create the tolerances

the tolerances for

for over and

over and underdeliveries of

underdeliveries of articles?

articles?

__________________________

______________________________________________________

____________________________

Allow for a 10% under-delivery of

Allow for a 10% under-delivery of article

article

TA03##TA03##

from vendor

TS1##TS1##

..

2-2-2

2-2-2 Make the

Make the settings i

settings in Customizi

n Customizing to

ng to set the

set the delivery-completed indicator

delivery-completed indicator

automatically for your site

T7##T7##

. Which conditions need to be fulfilled for the

delivered quantity so that the system automatically sets the d

delivered quantity so that the system automatically sets the d elivery completed

elivery completed

indicator (F1 Help)?

__________________________

______________________________________________________

____________________________

__________________________

______________________________________________________

____________________________

2-2-3 Choose

Purchasing Purchasing Purchase oPurchase order rder Purchase OrPurchase Order der CreateCreate Vendor known

IRT340 - Supply Chain Execution

IRT340 Supply Chain

IRT340 Supply Chain

Executio

Executio

n

n

FS310 Inkasso/Exkasso

FS310 Inkasso/Exkasso

Supply Chain Execution

Supply Chain Execution

C

C

IRT 340

Copyright 2003

Copyright 2003 SAP AG.

SAP AG. All rights

All rights reserved.

reserved.

No part of this publication may be reproduced or transmitted in

No part of this publication may be reproduced or transmitted in

any form or for any

any form or for any purpose without

purpose without the expres

the express permission of

s permission of

SAP AG. The information contained herein may be changed

SAP AG. The information contained herein may be changed

without prior notice.

without prior notice.

All rights reserved.

All rights reserved.

Copyright

Copyright

C

Required:

Required:

IRT100 Retail Process Overview

IRT100 Retail Process Overview

IRT310 Retail Master Data

IRT310 Retail Master Data

Course Prerequisites

Target Group

Target Group

Participants

Participants

::

Members of project teams and consultants responsible

Members of project teams and consultants responsible

for configuring supply chain management processes for a

for configuring supply chain management processes for a

distribution center

distribution center

Duration: 3 days

Duration: 3 days

C

Course Goals

Course Goals

Course Objectives

Course Objectives

Course Content

Course Content

Course Overview Diagram

Course Overview Diagram

Main Business Scenario

Main Business Scenario

Contents:

Contents:

Course Overview

This course will prepare you to:

Set up the processes for supply chain execution

in a distribution center that does not have a

separate warehouse management system

Course Goals

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

Carry out the goods receipt and goods issue

processes, explain inventory management, and

name the special features of merchandise

distribution

Set up the necessary master data and make the

_{Goods Issue Process}

_Merchandise

_Conclusion

_{Course Overview}

_{Basic Concepts}

_{Goods Receipt Process}

_{Inventory Management}