Sap Mm Master Data Work Instructions for Key Users

(1)

Master Data Course

(2)

Introduction

The purpose of this course

This course is designed to provide a comprehensive introduction to system activities directly related to the creation and maintenance of master data.

The data contained within this guide are only provided as examples and do not reflect the same data that is listed within the production system. The SAP/CSI is still in the development phases and some screens may change as a result of this ongoing development effort.

All information contained within this guide is subject to change.

(3)

Bwd consumption per. O Determines the consumption period (in workdays) for backward consumption. Using backward consumption, sales orders, dependent requirements, or material reservations are assigned to and consume planned independent requirement quantities which lie within the consumption period and before the requirements date.

Example: 0

Fwd consumption per. O Determines the consumption period (in workdays) for forward consumption. In forward consumption, sales orders,

dependent requirements or material reservations consume planned independent requirements that lie within the consumption period after the requirements date.

(18)

Plng conv. factor O Factor that the system uses to convert the quantity of the current material, measured in the base unit of measure, to the base unit quantity of the planning material.

Availability check R Specifies whether and how the system checks availability and generates requirements for materials planning.

Example: KP (no check)

Tot. repl. lead time O Time needed before the product is completely available again, that is, after all BOM levels have been procured or produced. It is not calculated by the system, but defined in this field as the total of the in-house production time(s) and/or the planned delivery time(s) of the longest production path.

(19)

Selection method O Determines the selection of the alternative BOM when requirements are exploded in material requirements planning. Individual/coll. O Determines whether the following requirements are allowed

for the dependent requirements of the material:

 Individual requirements – quantities of the dependent material are stated individually.

 Collective requirements – quantities of the dependent material are grouped together.

(20)

Production scheduler O Scheduler responsible for a material in production activity control.

Prod.Sched.Profile R Profile that you can use to

 specify that certain business transactions are carried out in parallel in a production order / process order

 trigger an automatic goods receipt

 specify an overall profile for capacity leveling

Example: 000001 (HES CSI Production planning profile)

(21)

Valuation class O Code which helps identifies a set of general ledger accounts will be updated based on valuation-relevant transactions. Standard Price R Price at which the material is valued.

24. Click to exit.

25. You have completed this transaction.

Result

You have successfully displayed a material master record in SAP/CSI.

Comments

(22)

Material Search MM60

Purpose

Use this procedure to search for a group of materials with certain parameters.

Trigger

You need to view a list of related material based on a specific set of criteria.

Prerequisites

The material master must exist.

Menu Path

 Select Production  Master Data  Material Master  Other MM60 – Materials List to go to the Materials List screen.

You can use any one of the following criteria to generate a list of materials.

 Material

 Plant

 Material type

 Material group

(23)

Procedure

(24)

Materials List

Material O Unique number identifying a product that is produced, purchased, or inventoried.

Plant O Code identifying an organizational unit seen as central to the manufacturing process. A plant can be a manufacturing site or a group of storage locations that share materials. A plant can also be a distribution center.

Example: 7220

Material Type R Code used to group certain materials together and provide access to different views. Examples include:

Example: Z709 (CSI Finished Goods)

Material Group O Code identifying a grouping of materials based on similar attributes.

(25)

3. Click .

Materials List

4. Review the displayed results.

5. If you want to save the list in Excel format, select List  Save/Send  File…

(26)

6. Select to the left of Spreadsheet.

(27)

Materials List

Directory R Enter the file path for the placement of the exported document.

File Name R Enter a file name followed by the “.xls” extension.

9. Click .

Your spreadsheet is now in the directory specified.

11. Click to exit the transaction.

Result

You have successfully displayed a list of materials.

Comments

There are 6 standard material types used in the system. They are listed in the table below for easy reference.

MTyp Material type description Z708 CSI PMG Dry Goods Z709 CSI Finished Goods Z723 CSI Non PMG Dry Goods Z725 CSI Semi-finished Good Z726 CSI Raw materials Z727 CSI Master

(28)

Create Material Master Record MM01

Purpose

Use this procedure to create a material master record.

Trigger

There are six distinct material types in CSI. You have been asked to make one.

Prerequisites

Engineering Change document requesting new material creation.

Menu Path

 Select Logistics  Materials Management  Material Master  Material  Create

(General)  MM01-Immediately to go to the Create Material (Initial Screen) screen. Transaction Code

MM01 Helpful Hints

 Prior to creating a new material master record, collect all detailed information about the material to be created.

 PLEASE BE AWARE – The screen names may not match the screen titles, however the screen fields are the same.

Material Type Views

CSI PMG Dry Goods (Z708) Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Plant Stocks, Sales, Warehouse

Management, Storage Location Stocks

CSI Non PMG Dry Goods (Z723) Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks

CSI Raw Materials (Z726) Work Scheduling, Accounting, Classification, MRP, Purchasing, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks

CSI Master (Z727) Work Scheduling, Accounting, Classification, MRP, Purchasing, Production Resource Tools, Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks CSI Semi Finished Goods (Z725) Work Scheduling, Accounting, Classification, MRP, Purchasing,

Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks, Storage Location Stocks

CSI Finished Goods (Z709) Work Scheduling, Accounting, Classification, MRP, Storage, Basic Data, Storage, Plant Stocks, Sales, Storage Location

(29)

(30)

Procedure

(31)

Create Material (Initial Screen)

Example: HESDTSBBRP999990DB

Please refer to the Part Number Guide to perform the correct material number assignment procedures. Industry Sector R Branch of industry. The industry sector groups together

companies according to their activities.

Example: Mechanical Engineering

Material Type R Code used to group certain materials together and provide access to different views. Examples include:

Example: CSI Finished Goods

(32)

Select View(s)

4. Click to select all views or click to the left of desired views.

When creating a master record for material type CSI Finished Goods the following views must be selected: Basic Data 1, Basic Data 2, Classification, Sales: Sales Org Data 1, Sales: General/Plant Data, Purchase Order Text, MRP 1, MRP 2, MRP 3, MRP 4, Work Scheduling, General Plant Data / Storage 1, General Plant Data / Storage 2.

Not all selected views will require data entry during the initial material master record creation process.

(33)

Example: 7220 (Camarillo)

StorageLocation O Physical location in which the material is kept. A plant can be a storage location.

Example: 0100 (Main Storage)

Sales Org. O An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP/CSI, any number of distribution channels and divisions can be assigned to a sales organization.

Example: 7210 (Technicolor US)

Distr. Channel O The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP/CSI, it is possible to deliver goods to a given customer through more than one distribution channel.

Example: 01 (default)

MRP profile O Key that you can use to store MRP parameters that are independent of the material master record.

There will be other opportunities to complete the organizational level.

(34)

Create Material XXXX (CSI Finished Goods)

8. Under the tab complete the following fields:

Material Description R Text description of the material. The material description can have a maximum of 40 characters. Please follow guidelines for text descriptions.

Example: TRAINING DVD

Base Unit of Measure R Unit of measure in which stock of the material is managed. The system converts all the quantities entered in other units of measure (alternative units of measure) to the base unit of measure. This will ensure that the material can be bought or sold in different units (a pack may contain 12 each), but the system will perform calculations at the Each level.

Example: PC (Piece)

Material Group R Code identifying a grouping of materials based on similar attributes.

Example: 7201 (Finished Disk DVD5) Gross Weight R Weight of the material, including packaging.

(35)

Weight Unit R Description of the Weight Unit.

Example: LB (US pound)

9. Click the tab.

No data entry required within the Basic Data 2 view at this time. Data will be entered at a later date through a separate procedure.

(36)

Classification

11. As required, complete the following field:

Class R Group of objects (materials, documents) that are grouped based on similar attributes.

Example: CSI_FG_OPTICAL

(37)

Classification

13. As required, complete the following fields on all the tabs in the Values section:

Value O Value of a characteristic. Can be either text or numeric.

Example: 010/073-xxxxx-xxx (ListItem)

(38)

15. As required, complete/review the following fields:

Base Unit of Measure R Unit of measure in which the stock of a material is managed. The SAP system converts all quantities entered in other units into the base unit of measure.

Example: PC (piece)

Division R An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services. SAP/CSI uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division.

Example: 01 (default division)

Delivering Plant R Plant from which goods are delivered to the customer.

Example: 7220 (Camarillo plant) Tax classification (first

column) R Indicator with which the system determines output tax for the material when processing sales and distribution-specific documents. Enter code for tax item.

(39)

16. Click .

17. As required, complete the following field:

Availability check R Specifies whether or how the system checks availability and generates requirements for material planning.

Example: KP (no check)

(40)

(41)

19. Enter text you want to default into the purchase order in the text box.

20. Click .

Create Material XXXX (CSI Finished

Goods)-21. As required, complete the following fields:

MRP Type R Determines whether or how the material is planned.

Example: PD (MRP)

MRP Controller R Code identifying the controller or group of controllers responsible for planning a material.

Example: 752 (DVD pack)

Lot Size R Determines which lot-sizing procedure SAP/CSI uses within materials planning to calculate the quantity to be procured or produced.

Example: EX (Lot-for-lot order quantity)

(42)

Goods)-23. As required, review/complete the following fields:

Procurement type R Determines whether or how the material is planned.

Example: E (external procurement)

Prod. stor. location R In the case of a material produced in-house, this is the key of the storage location that is copied to the planned order, production order, or run schedule quantity.

Example: 0100

In-house production R Specifies the time in workdays needed to produce the material in-house, independent of the order quantity.

Example: 2

GR processing time R Number of workdays required after receipt of the material for inspection and placement into storage.

Example: 1

SchedMargin key R Determines the floats required for scheduling an order.

(43)

24. Click .

Strategy group O Groups all the planning strategies that can be used for a particular material. Represents the procedure used for planning a material and is (technically speaking) controlled by the MRP types.

Example: 00 (no planning / requirements transfer) Bwd. Consumption

per. R Determines the consumption period (in workdays) for backward consumption. Using backward consumption, sales orders, dependent requirements, or material reservations are assigned to and consume planned independent requirement quantities which lie within the consumption period and before the requirements date.

(44)

Fwd consumption per. O Determines the consumption period (in workdays) for forward consumption. In forward consumption, sales orders,

dependent requirements, or material reservations consume planned independent requirements that lie within the consumption period after requirements date.

Example: 0

Plng conv. factor O Factor that the system uses to convert the quantity of the current material, measured in the base unit of measure, to the base unit quantity of the planning material.

Tot. repl. lead time O Time needed before the product is completely available again; that is, after all BOM levels have been procured or produced. It is not calculated by the system, but defined in this field as the total of the in-house production time(s) and/or the planned delivery time(s) of the longest production path.

Example: 1

26. Click .

(45)

Selection method O Determines the selection of the alternative BOM when requirements are exploded in material requirements planning.

Example: blank (selection by order quantity)

Individual/coll. O Determines whether the following requirements are allowed for the dependent requirements of the material:

 Individual requirements – quantities of the dependent material are stated individually.

 Collective requirements – quantities of the dependent material are grouped together.

Example: blank (individual and collective requirements)

28. Click .

(46)

Production scheduler O Scheduler responsible for a material in production activity control.

Example: 700 (general) Prod.Sched.Profile R Profile used to:

 Specify that certain business transactions are carried out in parallel in a production order/process order

 Trigger an automatic goods receipt

 Specify an overall profile for capacity leveling

Example: 000001 (HES CSI Production planning profile)

(47)

Create Material XXX (CSI Finished Goods)

31. As required, complete/review the following fields:

Valuation Class R Group of G/L accounts to which the material is assigned. This allows the values of materials of the same material type to be posted to different accounts, and allows the values of

materials of the different material types to be posted to same accounts.

Example: 7920 (finished products)

Price Control R Code determining whether the stock of a material is valuated at standard price or moving average price.

Example: S (standard price) Standard Price R Price at which the material is valuated.

Example: 2.50

(48)

Create Material (Initial Screen)

The system displays the message ‘Material XXXX created.’

33. This transaction has been completed.

Result

You have successfully created a material master record.

Comments

(49)

Change Material Master Record MM02

Purpose

Use this procedure to change a material master record.

Trigger

You receive a request to immediately change one or more fields in the material master views.

Prerequisites

 SAP/CSI material master record must already exist in the system.

 Type of change or data to be changed known for the material in question.

Menu Path

 Select Logistics  Production  Master Data  Material Master  Material  Change  MM02 - Immediately to go to the Change Material (Initial Screen).

For a display of the views and the fields contained on them please refer to the work instruction for MM01 – Create a Material Master Record.

(50)

Procedure

(51)

Change Material (Initial Screen)

(52)

Select View(s)

4. Click to the left of the view(s) where you will make the change(s).

5. Click to continue.

The view used for this example was the Basic Data 2 view and the description of the material was changed. Because of this the organizational level screen below only request values for a plant and storage location. Depending on which view(s) are selected will depend on what organizational level are required.

(53)

Change Material XXXX (CSI Finished Goods)

The required fields to change depend on the change that needs to be scheduled.

6. As required, change the following fields:

Material O Unique number identifying a product that is produced, purchased, or inventoried.

Example: TRAINING DVD FOR USERS

(54)

Last data screen reached

8. Click .

Change Material (Initial Screen)

The system displays the message, "Material XXXX changed”.

9. You have completed this transaction.

(55)

Result

You have successfully changed a material master record.

Comments

(56)

Display Bill of Materials CS03

Purpose

Use this procedure to display a BOM.

Trigger

Perform this procedure when there is a need to display the information contained on a BOM.

Prerequisites

A BOM must exist for the material being reviewed.

Menu Path

 Select Logistics Production Master Data Bills of Materials Bill of Materials

Material BOM  CS03 – Display to go to the Display material BOM: Initial Screen. Transaction Code

CS03 Helpful Hints

None

Procedure

(57)

Display material BOM: Initial Screen

Example: HES720596ST1

PIant O Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning.

Example: 7200 -- Technicolor Export De Mexico BOM Usage R Description of the BOM Usage.

Example: 1 – Production Valid From O The date from which the BOM is valid.

The current days date default.

Example: 08/12/2005

(58)

Display material BOM: General Item Overview

The information contained on this screen displays the components and quantity needed for the specified material.

4. As required, review the following fields:

Component R Material number of the components.

Example: HES720596ST1 Component

description O Short text describing the component._Example: _{SEX & THE CITY SEASON 2 DISC 2}

Quantity R Quantity of the component, which is entered in relation to the base quantity of the product.

Example: 1

Un O The unit of measure for the component quantity.

(59)

5. Click to view the BOM header.

Display material BOM: Header Overview

6. Review the information at the header level.

8. Click to exit.

Result

You have successfully displayed a BOM.

Comments

(60)

Create Bill of Material CS01

Purpose

Use this transaction to create a Bill of Material (BOM), which is a complete, formally structured list of components that makes up a product or assembly. The list contains the object number of each component, together with the quantity and unit of measure. The components are known as BOM items.

A Bill of Materials structure is required for a Material.

Bills of material (BOMs) and routings contain essential master data for integrated materials management and production control.

Trigger

Perform this procedure when you want to create a Bill of Material.

Prerequisites

Material Master Record created and approved in the SAP R/3 system.

Menu Path

 Select Logistics  Production  Master Data  Bills of Material  Bills of Material 

Material BOM  Create to go to the Create material BOM screen. Transaction Code

A BOM can be created by copying data from an existing BOM. Following the copy procedure, the new BOM can be modified.

Procedure

(61)

Create material BOM: Initial Screen

PIant R Organizational unit.

Example: 7220 (Camarillo) BOM Usage R Description of the BOM Usage.

Example: 3 (universal)

Change Number O Number used to uniquely identify a change master record.

Example: 14

(62)

Create material BOM: General Item Overview

4. As required, complete the following fields for as many components as you need to enter:

ICt R Categorization of the items in a BOM according to set criteria, such as whether they refer to an object (for example, material master or document info record) or whether they are kept in stock.

Example: L (Stock item)

Component R The material number.

Example: HESDTSABBP65423DVD

Quantity R Specified amount. The number or count of an item.

Example: 2

(63)

Create material BOM: General Item Overview

(64)

Create material BOM: Initial Screen

The system displays the message, "BOM created for material XXXX."

8. Click to exit.

Result

You have created a BOM.

Comments

(65)

Change Bill of Material CS02

Purpose

Use this transaction to change a Bill of Material (BOM), which is a complete, formally structured list of components that makes up a product or assembly. The list contains the object number of each component, together with the quantity and unit of measure. The components are known as BOM items.

A Bill of Materials structure is required for a Material.

Bills of material (BOMs) and routings contain essential master data for integrated materials management and production control.

Trigger

Perform this procedure when a Bill of Material needs to be changed.

Prerequisites

 A Bill of Material must have been created.

 A Change Number must exist.

Menu Path

 Select Logistics  Production  Master Data  Bills of Material  Bill of Material 

Material BOM  Change to go to the Change material BOM: Initial Screen. Transaction Code

(66)

Procedure

1. Start the transaction by entering the transaction code or following the menu path.

Change material BOM: Initial Screen

2. As required, complete/review the following fields:

Example: 7220 (Camarillo plant) BOM Usage R Description of the BOM Usage.

Example: 3 (universal)

Valid From O The date from which the BOM is valid. The current date defaults.

(67)

Change Number R Enter the number to track this revision to the bill of materials.

Example: 500000000024

Change material BOM: General Item Overview

3. As required, complete/change the following fields. For this example, we will add a new component.

Ict R Categorization of the items in a BOM according to set criteria, such as whether they refer to an object (for example, material master or document info record) or whether they are kept in stock.

Example: L (Stock item)

Component R The material number.

Example: PMG50792701PKLB

Quantity R Specified amount. The number or count of an item.

(68)

5. Click to save your entries.

Change material BOM: Initial Screen

The system displays the message, "BOM for material XXXX changed”.

7. Click to exit.

Result

You have changed a BOM.

Comments

(69)

Display Multi-Level BOM CS12

Purpose

Use this transaction to display a multi-level BOM.

Trigger

Perform this procedure when you need to display a multi-level BOM.

Prerequisites

A BOM for that material must exist.

Menu Path

 Select Logistics  Central Functions  Engineering Bill of Material  Evaluations  BOM Explosion  Material BOM  BOM (Multi-Level) to go to the Explode BOM:

Multi-Level BOM: Initial Screen.

Transaction Code CS12 Helpful Hints

(70)

Procedure

1. Start the transaction using the menu path or transaction code.

Explode BOM: Multi-Level BOM: Initial Screen

Material R Substance or commodity that is bought or sold on a commercial basis, or is used, consumed, or created in production; a material can also be a service.

Enter material number.

Example: HESTEST2479ST1

Plant O A physical definition of a group of manufacturing processes. Can include product and services.

(71)

Display Multilevel BOM

(72)

Change layout

5. Select the field/fields that you would like to add or remove from the report layout.

(73)

(74)

Display material BOM: Item: All data

(75)

9. Click if you want to export the report to another format.

Save list in file...

(76)

11. Click to export the report.

12. Click to enter the document name, extension and the location to save the file.

13. Click to export the report.

14. Click to return to the Explode BOM: Multi-Level BOM: Initial Screen.

Explode BOM: Multi-Level BOM: Initial Screen

(77)

Result

You have executed a report to display a multi-level BOM.

Comments

(78)

Summarized BOM CS13

Purpose

Use this procedure to display a summarized of the BOM for a selected material.

Trigger

Perform this procedure when there is a need to view a BOM in summary format.

Prerequisites

BOM must exist for selected material.

Menu Path

 Select Logistics Production Bills of Materials Reporting BOM Explosion

Material BOM CS13 – Summarized BOM to go to the Explode BOM: Summarized BOM:

Initial Screen.

Transaction Code CS13 Helpful Hints

(79)

Procedure

(80)

Explode BOM: Summarized BOM: Initial Screen

Example: HESTEST2479ST1

Example: 7220 (Camarillo plant) BOM Application R Description of the BOM Application

Example: PP01 (Production – general) Valid From O The date from which the inquiry or quotation is valid.

Note: The current days date will default.

Example: 08/12/2005

(81)

Summarized BOM - Multi-Level

The Summarized BOM – Multi-level screen lists all of the components contained on the material BOM for the specified material. The example above is for the material number D1EM060A06.

4. Click twice to exit.

Result

You have displayed a summarized BOM.

Comments

 More information about a particular component may be achieved by double-clicking on the line item while on the Summarized BOM: Multi-level screen.

 Selecting the following menu path may print the displayed information: Extras List Print. There must be user print parameters set up for the job to run.

 Selecting the following menu path may save the displayed information to a local file: Extras

(82)

BOM Comparison CS14

Purpose

Use this procedure to compare two material BOMs for two different materials. This procedure may be used in the material conversion process.

Trigger

Perform this procedure when there is a need to compare two material BOMs.

Prerequisites

The materials must exist in the system.

Menu Path

 Select Logistics  Production  Bills of Materials  Reporting  CS14 – BOM

Comparison to go to the BOM Comparison: Initial Screen (One Level) screen. Transaction Code

(83)

Procedure

(84)

BOM Comparison: Initial Screen (One-Level)

If the button is grayed out, then the results will be on a single-level basis. If the button is grayed out, then the results will be on a multi-level basis. Additional fields are required to use the multi-level

comparison.

2. As required, complete the following fields for each material.

Example: HESTEST2479ST1 HESTEST2479FT0

PIant R Organizational unit within logistics serving to subdivide the enterprise according to geographical location, procurement, maintenance and materials planning.

(85)

Usage R (1) Code identifying the type of task list in which the work center can be used. If this field is not maintained, then capacities will not be generated for the work center in a scheduling run. (2) Key specifying the purpose for which a task list is used (for example production or repair work).

Example: 1

Valid From R The date from which the inquiry or quotation is valid. Note: The current days date will default.

Example: 08/11/2004

3. Click to validate entered data.

4. Perform one of the following:

If you want to Then

Display the BOMs using a

multi-level comparison Click

Display the two BOMs using

summarized comparison Click Display the two BOMs using

differentiated comparison Click Exit this transaction

Click

(86)

BOM Comparison: Result (Summarized)

6. Review and change displayed information as needed.

This view can be the single-level or multi-level depending on the display chosen.

(87)

BOM Comparison: Initial Screen (One-Level)

(88)

BOM Comparison: Result (Differentiated)

9. Review and change displayed information as needed.

This view can be the single-level or multi-level depending on the display chosen.

10. Click .

(89)

BOM Comparison: Initial Screen (Multi-Level)

(90)

BOM Comparison: Result (Summarized)

Result

You have successfully displayed the material BOM for two different materials to compare the BOMs for each.

Comments

(91)

Display Where Used List for a Material CS15

Purpose

Use this procedure to display the “Where used list” for a particular material.

Trigger

Perform this procedure when you need to see where a material is used.

Prerequisites

 Material Master Record must be created in SAP.

 Material BOM must exist for that material.

Menu Path

 Select Logistics Production Master Data  Bills of Materials  Reporting 

Where-used List  CS15 - Material to go to the Where-Used List: Material: Initial Screen. Transaction Code

(92)

Procedure

(93)

Where-Used List: Material: Initial Screen

Example: HESTEST2479FT0

Valid From O The date from which the inquiry or quotation is valid. The current days date will default in the field.

Example: 08/16/2005

Valid To O Date until which the bid or quotation is binding.

3. Select the type(s) of where-used list you want to view.

4. Select the type(s) of BOM(s) for which you want to view the where-used list.

(94)

Where-Used List: Material: View

7. Perform one of the following:

If you want to . . . Then . . .

Display the results using a

multi-level display Click to the left of Multi-lev. Display the results using a

single-level display Verify to the left of Multi-lev. is deselected.

(95)

Material Where-Used List

9. Review multi-level view and manipulate data as needed.

(96)

Material Where-Used List

11. Review single-level view and manipulate data as needed.

(97)

Where-Used List: Material: View

Result

You have successfully displayed the where used list in a multi-level or single-level view for a specified material.

Comments

The view button, ,may appear on the Where-Used List: Material: Initial Screen display screen, if you click the button twice. This button signifies that the data has been entered on the Where-Used List: Material View screen.

(98)

Stock Overview MMBE

Purpose

Use this procedure to display an overview of the stock balance of a specific material at the Inventory Management level.

Trigger

Perform this procedure when it is necessary to view stock balances of a material.

Prerequisites

None

Menu Path

Use the following menu path to begin this transaction:

 Select Logistics  Materials Management  Inventory Management  Environment 

Stock  MMBE - Stock Overview to go to the Stock Overview: Company

Code/Plant/Storage Location/Batch screen.

Transaction Code MMBE Helpful Hints

 Drill-down capability exists for additional details on stock levels.

This capability also offers other stock views, such as Stock in Transit and Stock in Quality Inspection.

 You can display serial numbers for selected stocks (provided they exist) by choosing the menu path Environment Equipment /Serial number.

(99)

Procedure

Stock Overview: Company Code/Plant/Storage Location/Batch

Material R Substance or commodity that is bought or sold on a commercial basis, or is used, consumed, or created in production; a material can also be a service.

Example: WD00036387DVD

PIant R A physical definition of a group of manufacturing processes. Can include product and services.

Storage location R An organizational unit facilitating differentiation between the various stocks of a material within a plant.

(100)

Special stock

indicator O Indicates the type of special stock to be included in the stock overview. Special stock is stock of materials that must be managed separately for reasons of ownership or location.

Example: K (consignment – vendor)

Display version O Uniquely identifies the display version of the stock overview.

Example: 01 (all stock types) Display unit of

measure O Specifies the unit of measure in which the quantity represented is displayed.

Example: EA (each)

4. Choose one or more of the following options:

If you want to. . . Then select. . .

Determine whether special stocks are included when

stock data is read .

Cause the system to read stock commitments when determining stock data (Stock commitments include such things as open Purchase Order quantities, Stock in Transfer, Reservations, etc.)

.

Exclude the display of zero stock balances _.

Display stock balances with the decimal place as

defined in Global Settings in the IMG .

Display stock balances at the company code level _. Display stock balances at the plant level _.

Display stock balances at the storage location level _. Display stock balances at the batch level _.

Display stock balances of special stocks _.

(101)

Stock Overview: Company Code/Plant/Storage Location/Batch

6. Review the total of the material for unrestricted use, quality inspection, and reserved.

8. Click to exit the transaction.

Result

You have displayed the stock overview for a specific material.

Comments

(102)

Display Customer XD03

Purpose

Use this procedure to search for an existing customer number and display it.

Trigger

Perform this procedure before creating a new customer to avoid creating a duplicate, or to view information on an existing customer.

Prerequisites

The customer master record must exist in SAP/CSI.

Menu Path

 Select Logistics  Sales and Distribution  Master Data  Business Partner 

Customer  Display  XD03 - Complete to go to the Customer Display: Initial Screen. Transaction Code

XD03 Helpful Hints

 Several match codes exist. The most commonly used in searching for a customer number is “Search per account group” or “Search by ship-to customers”.

 Restrict match code searches by entering known data in appropriate fields. If you run the match code without any restrictions, the returned list displays only 500 entries instead of the entire file.

 Use asterisks as wildcards in all search fields.

Example: Enter “*tech*” in the Name field to return all customer numbers with the word Tech

in the name. The returned list would include both Technicolor and Advanced Vision Technologies.

 Searching on the Name field is often more accurate than using the Search term field. The search term is a twenty character field but only ten characters are included in match codes.

Procedure

(103)

Customer Display: Initial Screen

Customer R Entity to which the company sells goods or services. A customer is signified with a unique numeric identifier and non-generic description.

If you do not know the customer number, you can search for it using the matchcode in the Customer field. See the “Helpful Hints” section for more information.

Example: 900055

Company code R Independent accounting unit; in most cases is a legal entity. You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies

simultaneously.

Example: HES1

Sales Organization R An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization.

Example: 7210

Distribution Channel R The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP, it is possible to deliver goods to a given customer through more than one distribution channel.

(104)

Division R An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services. SAP uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division.

Example: 01

3. Click to view general data about the customer.

Display Customer: General Data (Address)

Name R A word or group of words used to describe an entity.

Example: DISNEY

Name O The customer’s store number may be visible on the 3rd_{line of}

(105)

Search term 1/2 R Short term used for searching.

The first field contains the customer name without spaces.

The second field contains the JBA customer number.

Example: 44BU002

Street/House number O The street address and house number number of the customer.

Postal code/City C Customer’s zip code and city.

Country R Customer’s country.

Example: US

Region R Customer’s state or region.

P. O. Box O Customer’s post office box number, if applicable.

Postal code C A code of letters and digits added to a postal address to aid in the sorting of mail; sometimes referred to as "zip code." Telephone O Customer’s main telephone number.

Fax O Customer’s fax number.

(106)

Display Customer: Company Code Data (Account management)

(107)

Display Customer: Company Code Data (Correspondence)

Act.clk tel.no. O Account clerk’s phone number. Clerk’s fax O Account clerk’s fax number. Clrk’s internet O Account clerk’s name.

(108)

Display Customer: Sales Area Data (Sales)

Customer group C Identifies a particular group of customers (for example, wholesale or retail) for the purpose of pricing or generating statistics.

For ship-to customers only.

ABC class C Is customer an EDI customer? Y for yes, N for no. For sold-to customers only.

Price group C Grouping of price conditions for customer who share the same pricing requirements.

For sold-to customers only.

(109)

Cust.pric.proc C Determines which pricing procedure the system applies when you create a sales document for a customer.

For sold-to customers only.

Example: 1 (Standard)

10. Click to view partner functions.

Display Customer: Sales Area Data (Partner functions)

11. The following are the types of partners:

Partner Function Description

SP Sold-to party

SH Ship-to party

BP Billing partner

PY Payer

(110)

13. Click to exit this transaction.

Result

You have displayed an existing customer master in SAP/CSI.

Comments

(111)

Create Ship-To Customer XD01

Purpose

Use this procedure to create a new ship-to customer master in SAP.

Trigger

Perform this procedure when a new ship-to location is received for a new customer not in SAP/CSI.

Prerequisites

Search for existing customer before setting up new customer number.

Menu Path

 Select Logistics  Sales and Distribution  Master Data  Business Partner 

Customer  Create  Complete to go to the Create Customer Initial Screen. Transaction Code

XD01 Helpful Hints

When entering a new customer’s name in the customer master, follow these guidelines:

 Enter the customer name as it appears on their formal purchase order form or letterhead, using all capital letters.

 Use alpha (A-Z) and numeric (0-9) characters only.

 Special characters are not allowed (e.g., dashes, slashes).

 Use one blank space in place of each special character.

 Use ‘AND’ instead of ‘&’.

 Use these abbreviations following the customer name when applicable:

Abbreviation Description CO Company CORP Corporation INC Incorporated LTD Limited RR Railroad BLDG Building DEPT Department

(112)

Procedure

Create Customer: Initial Screen

Account group R Summary of attributes that control the creation and maintenance of master records (such as general ledger accounts). The account group determines which data are required for the master records and the number range from which you select the numbers for the master records. You must assign each master record to an account group.

Click to select CSI Ship-to party.

(113)

Company code R Independent accounting unit; in most cases is a legal entity. You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies

simultaneously.

Example: HES1

Sales Organization R An organizational unit responsible for distributing certain products or services and negotiating sales conditions. In SAP, any number of distribution channels and divisions can be assigned to a sales organization.

Example: 7210

Distribution Channel R The way in which products or services reach the customer. Typical examples of distribution channels are wholesale, retail or direct sales. Within a sales organization, in SAP, it is possible to deliver goods to a given customer through more than one distribution channel.

Example: 01

Division R An organizational unit set up to supervise the distribution and monitor the profitability of materials, products or services. SAP uses divisions to determine the sales area and the business areas. A product or service is always assigned to just one division.

Example: 01

(114)

Create Customer: General data (Address)

Name R A word or group of words used to describe an entity.

Follow the guidelines in the Helpful Hints section to enter the customer’s name.

Example: TEST SHIP-TO CUSTOMER, INC Search term 1/2 R Short term used for searching.

In the first field, enter the customer name without spaces.

Example: TESTSHIPTO

In the second field, enter the JBA customer number.

(115)

Street/House number O Enter the street address and house number of the customer. Enter the house number in front of the street name and leave the second field blank.

Use these abbreviations following the street name when applicable: RR (railroad), RT (Route), ST (Street).

Example: 333 MAIN ST

Postal code/City C Enter the customer’s zip code and city.

Example: 90210 BEVERLY HILLS Country R Enter the customer’s country.

Example: US

Region R Enter the customer’s state or region.

Example: CA

P. O. Box O Enter the customer’s post office box number, if applicable. Postal code C A code of letters and digits added to a postal address to aid in

the sorting of mail; sometimes referred to as "zip code." Enter postal code if P.O. Box was entered. Telephone O Enter the customer’s telephone number.

Enter the main building telephone number.

Example: 555-432-6789

Fax O Enter the customer’s fax number.

Enter the main building fax number.

Example: 555-432-6788

(116)

Create Customer: General data (Address)

6. Enter the vendor’s store number in the 3rd_{line of the Name field.}

(117)

Create Customer: General Data (Marketing)

Regional market R Enter N.

(118)

Create Customer: Company Code Data (Account management)

(119)

Create Customer: Company Code Data (Correspondence)

11. As required, complete the following fields:

Act.clk tel.no. O Account clerk’s phone number.

Example: 800-444-7890 Clerk’s fax O Account clerk’s fax number.

Example: 800-444-7890 Clrk’s internet O Account clerk’s name.

Example: JOHN SMITH

(120)

Create Customer: Sales Area Data (Sales)

13. As required, complete/review the following field:

Customer group R Identifies a particular group of customers (for example, wholesale or retail) for the purpose of pricing or generating statistics.

Example: 63 (small enterprise)

(121)

Create Customer: Sales Area Data (Partner functions)

15. Enter SH in the PF field.

16. Enter INTERNAL in the Number field.

(122)

Create Customer: Initial Screen

The system displays the message, "Customer XXXX has been created for company code HES1 sales area 7210 01 01.”

19. Click to exit this transaction.

Result

You have created a new ship-to customer master.

Comments

You can use transaction XD02 to assign ship-to customers to existing sold-to customers. Please refer to instruction XD02 – Change Customer Master for more information.

Sap Mm Master Data Work Instructions for Key Users

Master Data Course

Introduction

The purpose of this course

Table of Contents