SCM601Processes in Logistics ExecutionmySAP Supply Chain
Management
Date Training Center Instructors Education Website
Instructor Handbook
Course Version: 2003 Q3 Course Duration: 3 Day(s) Material
Number: 50059416 Owner: Christiane Dr. Schnellenbach (D032740)
An SAP Compass course - use it to learn, reference it for
work
CopyrightCopyright 2003 SAP AG. All rights reserved. No part of
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About this HandbookThis handbook is intended to complement the
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About this Handbook
SCM601
Type Style Example text
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ContentsCourse
Overview.............................................................................
viiiCourse
Goals................................................................................
viii Course Objectives
...........................................................................
ix
Unit 1: Overview of mySAP Supply Chain Management
..............................1Positioning in the mySAP Business
Suite ................................................. 3 Logistics
Execution
.........................................................................
14
Unit 2: Structure Elements
.................................................................
29Organizational
Units........................................................................
31 Storage Bins and Quants
..................................................................
43 Material Master and Customer
Master................................................... 61
Unit 3: Goods Receipt Processes
........................................................ 85Goods
Receipt Posting for Purchase Orders
........................................... 87 Putaway with
Transfer Orders
............................................................ 105
Inbound Deliveries for Purchase
Orders................................................ 128 Putaway
and Goods Receipt Posting
................................................... 143
Unit 4: Goods Issue Processes
..........................................................169Goods
Issue Posting for Cost Centers
.................................................. 171 Stock
Removal with Transfer Orders
.................................................... 183 Outbound
Deliveries for Sales Orders
.................................................. 196 Stock
Removal and Goods Issue Posting
.............................................. 216
Unit 5: Transportation
......................................................................247Transportation
Planning in SAP
R/3..................................................... 249
Transportation Planning with SAP APO
................................................ 267
Unit 6: Monitoring Logistics
Processes................................................279Warehouse
Activity Monitor and Other
Evaluations................................... 281 Supply Chain
Event Management
....................................................... 300
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Contents
SCM601
Unit 7: Additional Functions
..............................................................313Packing......................................................................................
315 Handling Unit Management
.............................................................. 334
Mobile Data
Entry..........................................................................
347
Index
............................................................................................365
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Course OverviewThis course gives you an overview of the range of
functions within Logistics Execution, the SAP R/3 application
component for mapping and controlling the execution of logistics
processes. The main focus is placed on the various means of
processing goods receipts and goods issues. The organizational
prerequisites are also discussed in detail. There is a CATT for
this course (ZT_LO140_02), which must run before the course begins.
This CATT creates material stocks and documents. The times given in
the Course Duration Details are rough guidelines only. Experience
has shown that the time required for the content of this course
depends entirely on the participants interest and previous
knowledge. This means that for some lessons you will require a lot
more time than is planned, for others you will need less time.
Ideally, before the first demonstration using group-specific data
(lesson Organizational Units), you should explain to the
participants that they can work out their warehouse number and
storage location as follows: 140 + ## or 0140 + ##. The characters
## refer to the group numbers that are attached to the monitors in
the training rooms. Participants in group 01 must therefore work
with warehouse number 141 and storage location 0141, and so on.
Create user master records for the participants, and for yourself
if required: Use transaction ZUSR (User Maintenance for SAP
Courses) to copy the reference user SCM601-99. Enter the following
data in the relevant fields: SCM601-99 SCM601 (as required) init
(or another password) .
Copy from Name of Course No. of exercise groups Initial password
Choose Execute
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Course Overview
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On the following screen, choose Create and answer no to the
question about the uniqueness of the group numbers. Choose Create
again.
Target AudienceThis course is intended for the following
audiences: Project team managers Project team members
Course PrerequisitesRequired Knowledge Technical: SAP01 - mySAP
Business Suite Overview, or comparable knowledge Topical: Basic
knowledge of logistics processes
Course Duration DetailsUnit 1: Overview of mySAP Supply Chain
Management Positioning in the mySAP Business Suite Logistics
Execution Unit 2: Structure Elements Organizational Units Storage
Bins and Quants Material Master and Customer Master Unit 3: Goods
Receipt Processes Goods Receipt Posting for Purchase Orders Putaway
with Transfer Orders Inbound Deliveries for Purchase Orders Putaway
and Goods Receipt Posting Unit 4: Goods Issue Processes Goods Issue
Posting for Cost Centers Stock Removal with Transfer Orders
Outbound Deliveries for Sales Orders Stock Removal and Goods Issue
Posting Unit 5: Transportation Transportation Planning in SAP R/3
30 minutes 30 minutes 40 minutes 45 minutes 25 minutes 30 minutes
35 minutes 30 minutes 30 minutes 25 minutes 30 minutes 45 minutes
30 minutes 45 minutes
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Course Overview
Transportation Planning with SAP APO Unit 6: Monitoring
Logistics Processes Warehouse Activity Monitor and Other
Evaluations Supply Chain Event Management Unit 7: Additional
Functions Packing Handling Unit Management Mobile Data Entry
50 minutes 35 minutes 25 minutes 25 minutes 25 minutes 40
minutes
Course GoalsThis course will prepare you to: Position Logistics
Execution in mySAP Supply Chain Management (mySAP SCM) Understand
how to control the basic processes of logistics execution: goods
receipts and goods issues
Course ObjectivesAfter completing this course, you will be able
to: Explain the organizational structures used in Logistics
Execution Create and maintain all relevant master data Create the
most important documents Map goods receipt and goods issue
processes in SAP R/3 Monitor these processes Explain the basic
functions of Transportation Planning/Vehicle Scheduling (TP/VS) in
the SAP Advanced Planner and Optimizer (SAP APO)
SAP Software Component InformationThe information in this course
pertains to the following SAP Software Components and releases: The
main focus of this course should be on showing the processes. You
should make clear to the participants which options the SAP R/3
system offers for mapping goods receipt and goods issue processes,
and in which business framework these forms of mapping can be used.
We are dealing with
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Course Overview
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wide-ranging relationships in this part of the system. For this
reason, you should allow enough time for discussing the
organizational structures. Most participants will have previous
knowledge, either from procurement or from sales and distribution,
so that you can build upon their existing understanding of the
processes. For formal reasons only, two lessons contain a moderated
discussion as the participant activity, since exercises are either
not possible in the system, or would not be useful. You should
carefully consider whether you want to actively encourage
discussions, since past experience has shown that lively debate
occurs spontaneously throughout the course anyway and is often hard
to contain. Some lessons also contain an additional exercise for
(more) advanced participants, who usually complete the main
exercises in less than the planned time.
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Unit 11
Overview of mySAP Supply Chain Management
This unit should help participants orient themselves in the more
complicated SAP system and product landscape, and to position
Logistics Execution correctly within this landscape.
Unit OverviewThis unit will explain the relationships between
mySAP Business Suite, mySAP Supply Chain Management (mySAP SCM),
and Logistics Execution. First, you will learn about the role that
mySAP SCM plays in mySAP Business Suite. Then we will position
Logistics Execution, the actual topic of this course, in mySAP
SCM.
Unit ObjectivesAfter completing this unit, you will be able to:
Describe mySAP Business Suite Position the solution mySAP SCM in
the mySAP Business Suite concept Name the component parts of the
mySAP SCM solution Position Logistics Execution within the mySAP
SCM solution Name the components of Logistics Execution Describe
the function of Logistics Execution within SAP R/3
Unit ContentsLesson: Positioning in the mySAP Business Suite
................................ 3 Exercise 1: Introduction to the
mySAP Business Suite..................... 11
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Unit 1: Overview of mySAP Supply Chain Management
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Lesson: Logistics Execution
........................................................ 14
Demonstration: Logistics Execution in the User Menu
..................... 19 Exercise 2: Logistics
Execution................................................ 21
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Lesson: Positioning in the mySAP Business Suite
Lesson: Positioning in the mySAP Business Suite2
Lesson Duration: 30 minutes
Lesson OverviewCaution: The brand structure of SAP was recently
reorganized. mySAP.com is no longer the central product, instead
the focus is on the mySAP Business Suite. In creating these course
materials, we have tried to characterize the new product as far as
was possible at the time. Logistics Execution is part of the
solution mySAP Supply Chain Management (mySAP SCM). This in turn is
part of the total solution package mySAP Business Suite. This
lesson should demonstrate the relationship between the whole (mySAP
Business Suite) and its parts (the solutions). It also aims to
clarify the position of Logistics Execution within the solution
mySAP SCM.
Lesson ObjectivesAfter completing this lesson, you will be able
to: Describe mySAP Business Suite Position the solution mySAP SCM
in the mySAP Business Suite concept Name the component parts of the
mySAP SCM solution
Past experience has shown that participants in this course often
have very different, and often incorrect, ideas about the
positioning of the Logistics Execution component in the SAP product
landscape. Patchy and partially contradictory information in the
Internet and/or intranet, and in various publications, makes it
more difficult to have an overview of the product landscape,
particularly since it is constantly changing. Usually only a small
number of participants will have taken the basics course SAP01,
which is listed as a prerequisite for this course. This lesson
therefore gives you the opportunity to fill in the gaps.
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Business ExampleIDES AG wants to use mySAP SCM to optimize its
logistics processes. In particular, the company wants to examine
how this solution might be able to support logistics execution
functions.
mySAP Business Suite: Definition and Basic StructureThe product
name mySAP Business Suite describes a group of solutions covering a
broad spectrum of business requirements. Elements from this group
can be combined as required, with each other or with external
products, in order to map complex business scenarios. SAPs mySAP
Business Suite is a solution package that can be used in all
industries. Its technical architecture is based on open standards,
so that different types of SAP and external systems can be
connected to each other. The solution package mySAP Business Suite
consists of three basic elements:
Figure 1: Components of mySAP Business Suite
In the lessons four diagrams, the detail that is the focus of
the subsequent graphic is highlighted in a different color.
Caution: In the past, the combination and naming of the individual
solutions that make up the mySAP Business Suite have been changed
several times within a relatively short period. It is therefore
advisable
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Lesson: Positioning in the mySAP Business Suite
to consult the current Internet and intranet Web sites, in order
to present course participants with the most up-to-date status of
the SAP brand architecture. mySAP Business Suite includes
cross-industry solutions, industry-specific solutions, and
non-industry-specific solutions designed specifically for small and
midsize businesses. Cross-industry solutions offer functions for
specific business activities. They support process control in a
framework that extends beyond your own company (and therefore also
beyond your own system landscape). The solution examined in detail
in this lesson, mySAP SCM, is one of the cross-industry solutions.
Note: Further examples of cross-industry solutions are mySAP
Customer Relationship Management (mySAP CRM), mySAP Product
Lifecycle Management (mySAP PLM), and mySAP Human Resources (mySAP
HR). Since many industries have specific requirements for the
technical way in which systems map and control processes, SAP also
offers industry solutions. These deal with systems that contain
additional - industry-specific - functions, and that do not contain
unnecessary functions. Note: The industry solutions are divided
into solutions for the process industry (such as mySAP Automotive
and mySAP Chemicals) and solutions for service providers (such as
mySAP Healthcare and mySAP Retail). See the SAP Help Portal (URL:
help.sap.com) for an overview of all industry solutions. SAP offers
solutions for medium-sized businesses under the product name SAP
Smart Business Solutions. The standard software SAP Business One
was designed for smaller to midsize companies. mySAP All-In-One was
developed for medium-sized businesses with more complex
requirements. These solutions are not only tailored to the specific
requirements of medium-sized businesses in terms of functions, but
are also characterized by their ability to be easily adapted to
individual requirements. This markedly reduces the costs of
implementing the solution.
The mySAP SCM SolutionThe solution mySAP SCM is part of the
range of cross-industry solutions in the mySAP Business Suite.
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Figure 2: The mySAP SCM Solution As Part of mySAP Business
Suite
The six solutions in the middle of the overview are used for
planning, controlling, and optimizing specific business activities
in a global context. They each group together a specific selection
of company employees and partners. Note: In this way, for example,
the solution mySAP CRM is used for maintaining and enhancing
customer relationships. Field sales or office-based sales
employees, service providers (such as call centers), and customers
are integrated into a type of network. The remaining three
solutions are not process-specific: the solution mySAP Enterprise
Portal (mySAP EP) gives employees role-based access to a more or
less complex system landscape, and to the Internet. Regardless of
which process-related solutions you use, systems can be accessed
using portals. Your field sales employees can use mySAP Mobile
Business with any mobile devices, in order to access information
and influence processes. The solution mySAP Business Intelligence
(mySAP BI) along with the SAP Business Information
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Lesson: Positioning in the mySAP Business Suite
Warehouse (SAP BW) and SAP Strategic Enterprise Management (SAP
SEM), offers you archiving and analysis tools that can be used by
all areas of your company. Note: SAP NetWeaver forms the technical
basis. This is both an application platform and integration
platform. It enables you to network complex, heterogeneous system
landscapes across technology boundaries. The solution mySAP SCM
includes tools for planning, execution, and monitoring of complex
procurement and distribution processes. You can compare planned and
actual values in order to optimize processes. You can also evaluate
the reliability of service providers. In connection with the
solution mySAP Enterprise Portal (mySAP EP), companies involved in
particular processes can work together around the globe using the
Internet.
Figure 3: The mySAP SCM Solution
Planning, execution, and monitoring of individual process steps
take place in different systems, which are connected to each other.
The SAP Advanced Planner and Optimizer (SAP APO) supports all
planning activities that occur within supply chain management:
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Requirements planning Demand planning Production planning
Transportation planning
These planning activities can interactively include
third-parties (suppliers, service providers, customers) (In SAP APO
this cooperation at planning level is called Collaborative
Planning.) Execution of the processes is mapped in the SAP R/3
system. This means that, for example, production plans from SAP APO
are converted into production orders, or planned shipments are
planned and completed. Note: The SAP R/3 system makes the master
data (such as material or vendor masters) available to SAP APO.
Planning data from SAP APO is used in SAP R/3 as the basis for
creating documents (purchase orders, production orders, shipments).
Documents created in SAP R/3 are then used as the basis for
planning in SAP APO (for example, sales orders for demand
planning).
Mention that you can use any ERP system instead of a SAP R/3
system. The same applies for the SAP Business Information Warehouse
mentioned below: you can also use an external data warehouse
system. To coordinate and monitor logistics processes, you can use
the SAP Event Manager (SAP EM). This system processes messages that
refer to the progress of logistics processes, updates the status of
these processes, and triggers any necessary follow-on activities.
To optimize the process flow, you can use the SAP Business
Information Warehouse (SAP BW), which is part of the solution mySAP
BW. The data for the actual process flow from SAP R/3 and SAP EM
therefore becomes the basis for realistic planning in SAP APO.
Logistics Execution as Part of mySAP SCMLogistics Execution is a
component of SAP R/3, which you have heard about in the previous
section as the executing part of the solution mySAP SCM. The SAP
R/3 system itself consists of various subsections. The most
important three areas in this context - Logistics, Accounting, and
Human Resources have been emphasized in the diagram below:
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Lesson: Positioning in the mySAP Business Suite
Figure 4: Logistics Execution as Part of SAP R/3
The components with direct influence on processes - Materials
Management, Sales and Distribution, Logistics Execution, and
Production, were assigned to the Logistics area. Here you can also
find components that work alongside processes, such as Plant
Maintenance and Quality Management. There are also cross-process
functions such as Batch Management and Document Management. Note:
These tools are integrated into the menu for Logistics under
Central Functions, which is appropriate with regards to their
cross-process nature.
You should briefly demonstrate the structure of the Logistics
area in SAP R/3. However, later in the course you will have another
opportunity to explain the structure of the Logistics user menu.
The principal advantage of SAP R/3 is the extensive integration of
its components into the system as a whole. The individual business
applications are not placed next to each other without any
connections, but instead access the same master data and exchange
transaction data throughout the process.
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This integration becomes particularly noticeable when you work
with the component Logistics Execution. Logistics execution is kept
alive by the data flow from other components: ordered goods or
goods produced in-house are delivered and putaway. Sales and
Distribution enters a sales order. This order is then delivered by
picking goods from the warehouse, packing them, loading them, and
finally transporting them to the recipient.
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Lesson: Positioning in the mySAP Business Suite
9
Exercise 1: Introduction to the mySAP Business SuiteExercise
Duration: 15 minutes
Exercise ObjectivesAfter completing this exercise, you will be
able to: Gain an overview of the mySAP Business Suite.
Business ExampleYou want to obtain some information about mySAP
Business Suite from public sources.
System DataSystem: Client: User ID: Password: CATT: Set up
instructions: Not applicable. Not applicable. Not applicable. Not
applicable. Not applicable. Not applicable.
TaskGo onto the Internet and obtain an overview of mySAP
Business Suite. 1. Call up SAPs Web site with the URL www.sap.com,
select a country site, and choose Solutions to find more detailed
information on the solutions that interest you. Which additional
means of procuring information does SAP make available to its
customers and partners?
2.
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Unit 1: Overview of mySAP Supply Chain Management
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Solution 1: Introduction to the mySAP Business SuiteTaskGo onto
the Internet and obtain an overview of mySAP Business Suite. 1.
Call up SAPs Web site with the URL www.sap.com, select a country
site, and choose Solutions to find more detailed information on the
solutions that interest you. a) b) c) To start Internet Explorer,
choose Start Training@sap. Enter the URL www.sap.com in the address
line to access SAPs homepage. Choose Country Sites in the upper
right screen area. On the next screen, choose the country version
you want to use. Choose Solutions to find an overview of mySAP
Business Suite, from which you can access links to information
about the individual solutions.
2.
Which additional means of procuring information does SAP make
available to its customers and partners? Answer: SAP customers and
partners can also use the SAP Service Marketplace. You can access
this under the URL service.sap.com. Access is possible with a
SAPNet user ID (S-user).
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Lesson: Positioning in the mySAP Business Suite
Lesson SummaryYou should now be able to: Describe mySAP Business
Suite Position the solution mySAP SCM in the mySAP Business Suite
concept Name the component parts of the mySAP SCM solution
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Lesson: Logistics Execution12
Lesson Duration: 30 minutes
Lesson OverviewWithin the framework of the mySAP Supply Chain
Management (mySAP SCM) solution, Logistics Execution offers you a
package for all executable logistics functions, in other words
Warehouse Management, Shipping Processing, and Transportation
Processing. This lesson gives you an overview of the components and
uses of Logistics Execution.
Lesson ObjectivesAfter completing this lesson, you will be able
to: Position Logistics Execution within the mySAP SCM solution Name
the components of Logistics Execution Describe the function of
Logistics Execution within SAP R/3
In this lesson, describe the sources of the components in
Logistics Execution, and explain how Logistics Execution is
integrated into the logistics process. This course only discusses,
demonstrates, and practices external procurement and SD scenarios.
For this reason, you should make it clear to participants that
supplying production with components, and goods receipts from
production, can be mapped using the same methods.
Business ExampleIDES AG wants to use mySAP SCM to optimize its
logistics processes. In particular, the company wants to examine
how this solution might be able to support logistics execution
functions.
Integration Into The mySAP SCM SolutionWithin the mySAP SCM
solution, SAP R/3 as a whole, including its logistics application
components, is responsible for mapping the execution of procurement
and distribution processes.
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Lesson: Logistics Execution
Figure 5: mySAP SCM
Logistics Execution is the SAP R/3 application component for the
specific functions for executable logistics. It is connected to
Production Planning and Control, Materials Management, and Sales
and Distribution. However, it is possible to use Logistics
Execution outside the SAP R/3 context, as a separate system. This
is why some publications refer to a Logistics Execution System. The
main motive for using Logistics Execution in isolation is for
reasons of security. If the system where commercial processes are
controlled fails at any time, executable logistics is still
functional in its own, separate system. The separate Logistics
Execution System does not necessarily have to be connected to a
central SAP R/3 system. The main consideration here is the
decentralized Warehouse Management System. Using this system forces
you to perform processing using deliveries in all areas.
Decentralized Warehouse Management is a part of course SCM631.
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Components and SourcesThe application component Logistics
Execution was introduced into SAP R/3 in SAP R/3 4.5A, in order to
group together and further develop existing partial functions of
logistics execution.
Figure 6: Logistics Execution: Components and Sources
Warehouse Management was adopted from Materials Management
together with Shipping and Transportation Processing from Sales and
Distribution. This means that its functions already existed before
the introduction of Logistics Execution in SAP R/3, but were
assigned to other application components. These changes had an
effect on both the user menu and the structure of Customizing:
various transactions are now only available in the new area menu
for Logistics Execution (introduced in SAP R/3 4.5). A new submenu
was created in Customizing for system configuration of processes in
Logistics Execution. Note: Customizing for Warehouse Management was
completely removed from Customizing for Materials Management. Parts
of the Customizing menu for Shipping and Transportation are
available under both Sales and Distribution and Logistics
Execution.
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Lesson: Logistics Execution
You can find details of this in the release notes for SAP R/3
4.5A. This information has the title New Component Logistics
Execution and Related Changes in the IMG.
FunctionsLogistics Execution offers you all the functions
necessary for mapping the execution of logistics processes, with no
industry-specific bias. The core functions of Logistics Execution
nearly always focus on complex goods receipt and goods issue
processes.
Figure 7: Function in SAP R/3
The application component Logistics Execution is the connection
between procurement and distribution in SAP R/3, regardless of
whether the processes are internal or involve third-parties
(vendors, customers, service providers). Materials produced
in-house, and goods procured externally, are put away and removed
from storage using Warehouse Management, either to supply your own
production, or to deliver goods to industry or consumers. The
fundamental organizational structures here can be extremely
complex:
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Logistics Execution uses its own organizational units and master
data, which are integrated into the system of organizational
structures in SAP R/3. You can use these structure elements to map
various business situations. Note: To fulfill special requirements
in certain areas, there are preconfigured interfaces to external
systems. This means that, for example, you can connect a warehouse
control unit for automatic high rack storage, or an external
transportation planning system, to SAP R/3.
Basic Forms of Mapping ProcessesLogistics Execution offers you
two basic means of mapping processes for goods receipts and goods
issues: You can either make delivery creation or an inventory
management posting (each with reference to a preceding document)
the start of the process. The following overview contrasts the
document flow and technical posting processes for both basic
forms:
Figure 8: Process Overview
If you work with deliveries, the warehouse management activities
(creating and confirming transfer orders) are completed before the
inventory management posting. The posting always refers to the
delivery. Note: The transfer order is the document used to perform
all material movements in the warehouse.
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2003/Q3
SCM601
Lesson: Logistics Execution
If you use this lesson in the context of the course, at this
point you can refer to the lessons in units 4 and 5. These units
discuss in detail the various means of mapping goods receipt and
goods issue processes. However, the inventory management posting
can also be at the beginning of the process. It generates a
transfer requirement, which is the basis for planning and posting
the warehouse management activities. The putaway or stock removal
using transfer orders completes the process. Note: The graphics
displaying the processes are related to the corresponding user
menu. In many cases, the reason for the putaway or stock removal
defines the means of mapping the process. For example, in the
standard system, for goods receipts from production you can only
use goods receipt posting for the work order with a subsequent
putaway; for sales order processing the stock removal usually
refers to the outbound delivery. Goods issues for For Other
Transactions are, for example, withdrawals for a cost center, or
staging of components for production. In this lesson, you should
only give an overview of the processes. Later in the course you
will discuss the details of all substeps and their relevant
documents.
Demonstration: Logistics Execution in the User MenuPurposeThis
demonstration should give an overview of the area menu structure
for the application component Logistics Execution. If there are
some participants with less previous knowledge, you can also
demonstrate how to navigate in the menu.
System DataSystem: Client: User ID: Password: Set up
instructions: will be assigned by the training course administrator
will be assigned by the training course administrator SCM601-##
init or personal password None
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Unit 1: Overview of mySAP Supply Chain Management
SCM601
1.
Show how to log on to the SAP R/3 system with user SCM601-##. In
this lesson, and in all subsequent lessons, you can use group
number 00 (or 20). Select your assigned training system from the
LogonPad, or enter it in the group selection. Hint: Participants do
not usually have access to the LogonPad. Instead they access the
system directly by choosing Start Training. On the initial screen
enter the relevant client, your user name SCM601-00, the initial
password, and the language key. Next, enter a user-specific
password of your choice. You need to enter the password twice.
2.
Open the submenu for Logistics, and then the area menu for
Logistics Execution. Select Logistics Logistics Execution. Explain
the menu structure: The central processes are stored under Inbound
Process and Outbound Process. Under Internal Warehouse Processes
you can find all the stock and document overviews, as well as
transactions for stock transfers and posting changes. Mobile Data
Entry is also part of this menu. There are separate submenus for
transportation and master data. Go to the next level for the
inbound and outbound process, in order to show the basic forms of
mapping the processes: for goods receipt For Inbound Delivery or
For Purchase Order, Order, Other Transactions, and for goods issue
For Outbound Delivery or For Other Transactions.
3.
4.
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SCM601
Lesson: Logistics Execution
17
Exercise 2: Logistics ExecutionExercise Duration: 15 minutes
Exercise ObjectivesAfter completing this exercise, you will be
able to: Orient yourself in the area menu for Logistics
Execution
Business ExampleIDES AG wants to use mySAP SCM to optimize its
logistics processes. In particular, the company wants to examine
how this solution might be able to support executable logistics
functions.
System DataSystem: Client: User ID: Password: CATT: Set up
instructions: will be assigned by the training course administrator
will be assigned by the training course administrator SCM601-##
init or personal password ZT_LO140_02 None
TaskLog on to the SAP R/3 system and get an overview of the area
menu structure for the application component Logistics Execution.
1. Log on to the training system with your user name SCM601-##. The
instructor will tell you the name of the system and the key for the
training client. On the initial screen, you can see the entire SAP
R/3 standard menu. Go to the area menu for Logistics Execution.
Open the subsections for the inbound and outbound processes. In the
outbound process menu, go to the level for outbound deliveries.
Which activities can you perform from here?
2. 3.
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Unit 1: Overview of mySAP Supply Chain Management
SCM601
Solution 2: Logistics ExecutionTaskLog on to the SAP R/3 system
and get an overview of the area menu structure for the application
component Logistics Execution. 1. Log on to the training system
with your user name SCM601-##. The instructor will tell you the
name of the system and the key for the training client. a) b) c) In
the lower screen toolbar, choose Start and then Training. From
there you can log on directly to the relevant system. Choose Logon.
Enter the key for the relevant client, your user name SCM601-##,
the initial password, and the key for the required logon language.
Confirm these entries with Enter. The first time you log on to the
system, you are requested to enter a new password. You need to
confirm the new password by entering it twice. Confirm your entries
with Enter.
2.
On the initial screen, you can see the entire SAP R/3 standard
menu. Go to the area menu for Logistics Execution. a) Choose
Logistics Logistics Execution. Open the subsections for the inbound
and outbound processes. In the outbound process menu, go to the
level for outbound deliveries. Which activities can you perform
from here? a) b) Choose Logistics Logistics Execution Inbound
Process or Outbound Process Goods Issue for Outbound Delivery.
Create Outbound Delivery, Picking, Packing, Loading, Shipment, Post
Goods Issue, Billing
3.
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SCM601
Lesson: Logistics Execution
Lesson SummaryYou should now be able to: Position Logistics
Execution within the mySAP SCM solution Name the components of
Logistics Execution Describe the function of Logistics Execution
within SAP R/3
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Unit Summary
SCM601
Unit SummaryYou should now be able to: Describe mySAP Business
Suite Position the solution mySAP SCM in the mySAP Business Suite
concept Name the component parts of the mySAP SCM solution Position
Logistics Execution within the mySAP SCM solution Name the
components of Logistics Execution Describe the function of
Logistics Execution within SAP R/3
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SCM601
Test Your Knowledge
21
Test Your Knowledge1. mySAP Retail is aChoose the correct
answer(s).
A B C D 2.
Cross-industry solution Industry solution Service Solution for
midsize businesses
mySAP Finanacials is aChoose the correct answer(s).
A B C D 3.
Cross-industry solution Industry solution Service Solution for
midsize businesses
Which product does not belong to the solution mySAP SCM?Choose
the correct answer(s).
A B C D 4.
SAP APO SAP R/3 SAP SEM SAP BW
Logistics Execution is a part ofChoose the correct
answer(s).
A B C D 5.
SAP R/3 mySAP SCM SAP APO mySAP SRM
Logistics Execution consists of which components?
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Test Your Knowledge
SCM601
6.
Before SAP R/3 4.5, these were assigned to the following SAP R/3
application components:Choose the correct answer(s).
A B C D 7.
Materials Management Production Planning and Control Sales and
Distribution Logistics - General
Which of the documents in the list are specific to Logistics
Execution?Choose the correct answer(s).
A B C D E F
Sales order Inbound delivery Transfer requirement Material
document Transfer order Outbound delivery
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SCM601
Test Your Knowledge
23
Answers1. mySAP Retail is a Answer: B mySAP Retail is the
industry solution for retail. 2. mySAP Finanacials is a Answer: A
mySAP Financials is a cross-industry solution. 3. Which product
does not belong to the solution mySAP SCM? Answer: C SAP SEM is
used in the solutions mySAP Business Intelligence (mySAP BI) and
mySAP Financials. 4. Logistics Execution is a part of Answer: A, B
Logistics Execution is a part of SAP R/3, which can be used within
the framework of the mySAP SCM solution. 5. Logistics Execution
consists of which components? Answer: The components of Logistics
Execution are Warehouse Management, Shipping, and Transportation
Processing. 6. Before SAP R/3 4.5, these were assigned to the
following SAP R/3 application components: Answer: A, C Before SAP
R/3 4.5, Warehouse Management was assigned to Materials Management,
Shipping, and Transportation Processing for Sales and
Distribution.
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Test Your Knowledge
SCM601
7.
Which of the documents in the list are specific to Logistics
Execution? Answer: B, C, E, F Deliveries, transfer requirements,
and transfer orders are Logistics Execution documents.
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Unit 225
Structure ElementsThis unit is the core of this course. The
processes discussed in subsequent units will be incomprehensible if
participants do not understand the basic elements, in other words
the organizational units and master data. This applies particularly
to Warehouse Management. You should therefore discuss these basics
in detail.
Unit OverviewTo be able to map processes in the system using
Logistics Execution, you must first fulfill some organizational
prerequisites. In this unit, you will learn about these
prerequisites and their priority in the process flow.
Unit ObjectivesAfter completing this unit, you will be able to:
Name the central organizational units in Logistics Execution and
describe their basic functions Explain the organizational
subdivision of warehouse numbers Position the organizational units
specific to Logistics Execution within the overall system of
logistics organizational units Explain the structure of a storage
bin master record Define the term quant Create storage bins Check
warehouse stocks at storage bin level Create the Warehouse
Management views in a material master record In these views,
differentiate between warehouse-number-specific and
storage-bin-specific fields
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Unit 2: Structure Elements
SCM601
Maintain the fields in the Sales view of a customer record,
which are relevant for the delivery process
Unit ContentsLesson: Organizational
Units....................................................... 31
Demonstration: Defining and Linking Organizational Units in
Logistics Execution
.........................................................................
37 Exercise 3: Assigning Warehouse Numbers to Plant-Storage
Location Combinations
....................................................................
39 Lesson: Storage Bins and
Quants................................................. 43
Demonstration: Displaying Storage Bins in the Bin Status
Report........ 45 Demonstration: Creating a Storage Bin
...................................... 45 Demonstration: Displaying
Storage Bin Stocks for Materials .............. 52 Exercise 4:
Storage Bins and Quants ........................................ 55
Lesson: Material Master and Customer Master
................................. 61 Demonstration: Creating
Warehouse Management Views (Part 1)....... 64 Demonstration:
Creating Warehouse Management Views (Part 2)....... 66
Demonstration: Shipping-Relevant Data in the Customer Master
........ 69 Exercise 5: Material Master and Customer Master
......................... 71
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SCM601
Lesson: Organizational Units
Lesson: Organizational Units27
Lesson Duration: 40 minutes
Lesson OverviewTo be able to use the subfunctions of Logistics
Execution (Warehouse Management, Delivery Processing, and
Transportation Processing), you must create specific organizational
units, and create relationships between these units and other
organizational units.
Lesson ObjectivesAfter completing this lesson, you will be able
to: Name the central organizational units in Logistics Execution
and describe their basic functions Explain the organizational
subdivision of warehouse numbers Position the organizational units
specific to Logistics Execution within the overall system of
logistics organizational units
This lesson is of prime importance for understanding the
processes covered throughout this course. Usually, many
participants are already familiar with Inventory Management, and
ask about the meaning of the storage location within the Warehouse
Management System at the beginning of the lesson. This means that
it is important to clarify for participants, that the storage
location loses its role as an organizational unit when mapping
spatial relationships. In the Warehouse Management System, this
role is filled by the warehouse number and the storage types. When
you use Warehouse Management, the storage location becomes a
virtual factor that is only used for quantity-based inventory
management. Sometimes participants have difficulty grasping the
concept of this structure, since the term storage location always
gives the impression of a spatial entity. In practice, the term
storage location was used to describe storage areas before
Warehouse Management was introduced.
Business ExampleIn order to map goods receipt and goods issue
processes in the company, you must first enter the relevant spatial
and staffing factors -- storage spaces, shipping department(s), and
internal transportation logistics -- in SAP R/3.
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Unit 2: Structure Elements
SCM601
Organizational Units in Logistics ExecutionThe subfunctions of
the Logistics Execution System each use their own organizational
units, which form the structural basis for process control. You
define these organizational units in Customizing for the enterprise
structure.
Figure 9: Organizational Units in Logistics Execution
The warehouse number is the superordinate organizational unit
for the Warehouse Management system. It is used to map a warehouse
complex. In practice, it often corresponds to a warehouse or
warehouse building. Each warehouse number has a substructure whose
elements are dealt with in the following section. The largest part
of process control is fixed in this substructure. The
organizational unit shipping point in SAP R/3 is used to map the
location of shipping processing, or the group of people that is
responsible for shipping processing. If necessary for process
control, you can create more than one shipping point. Both spatial
and technical process factors can be influential. For example, you
can define a separate shipping point for each shipping type (air
cargo, express shipping service, mail). The shipping point is
essential for goods issue processes using outbound deliveries.
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SCM601
Lesson: Organizational Units
In goods receipt processes using inbound deliveries, you can use
the shipping point as a goods receiving point. To do this, assign
the shipping point to a combination of (receiving) plant and
storage location in Customizing for Shipping. You can assign a
shipping point to predefined loading points in Customizing. A
loading point represents the location where the goods are loaded.
It can be used in Shipping and Transportation. The transportation
planning point is required if you want to use transportation
processing in SAP R/3. Like the shipping point, the transportation
planning point can also be either a location or a group of people.
If required, you can define more than one transportation planning
point. Here too, the shipping type can be used as a differentiation
criteria.
Substructure of Warehouse NumbersEach warehouse number includes
a number of subordinate organizational units (the number is
dependent on your Customizing settings), storage types, and storage
sections, all of which are used to map the spatial relationships in
the warehouse.
Figure 10: Substructure of Warehouse Numbers
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Unit 2: Structure Elements
SCM601
The organizational unit storage type is used to map storage
spaces that are separated either spatially and/or organizationally,
or that should be handled separately in SAP R/3. The standard
system already contains a number of preconfigured storage types,
such as high rack storage, fixed bin storage, and bulk storage. You
can change these default values as required, or you can create new
storage types as additions or replacements. A main section of the
Warehouse Management (WM) Customizing settings is
storage-type-specific. A type of master data record is assigned to
each storage type in Customizing. You make the basic settings for
controlling putaway and stock removal processes separately. Interim
storage areas play a special role, and can be identified in a
standard SAP R/3 system by their key (that starts with a 9). These
storage types form a type of bridge between WM and Inventory
Management. Typical examples of interim storage areas are goods
receipt zones and goods issue zones.
Figure 11: Interim Storage Areas
Each goods movement that affects both Inventory Management and
Warehouse Management is therefore processed using an interim
storage area. In this lesson, only refer to the fundamental
difference between interim storage areas and Warehouse Management
storage types. If you are using this lesson in the context of the
course, the units Goods Receipt Processes and Goods Issue Processes
offer you several opportunities to explain the bridging function of
interim storage areas using concrete process examples.
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SCM601
Lesson: Organizational Units
You create storage sections within storage types in order to
further subdivide your storage space. There are various criteria
you can use to divide the storage space into storage sections. The
material to put away in the storage type often plays a decisive
role, for example, because fast-moving items should be moved into
front sections that are more readily accessible, or because
perishable goods must be stored in a refrigerated area. Depending
on the requirements, you can use indicators to create links between
materials and storage sections. The system only takes storage
sections into account during putaway. Caution: Even if you do not
need to further divide the storage type space, you must still
create at least one storage section for each storage type. Picking
areas are part of the same hierarchical level as storage areas. You
can use picking areas to divide the space in a storage type for
stock removal reasons. In contrast to the storage section, the
picking area is an optional factor. Storage bins are master data
that you create within a storage section. They are discussed in a
separate lesson.
Positioning Within the Overall System of Logistics
Organizational UnitsIn Customizing, you must connect the
organizational units specific to Logistics Execution to other,
often superordinate, organizational units in order to be able to
map logistics processes.
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Unit 2: Structure Elements
SCM601
Figure 12: Positioning Within the Overall System
The transportation planning point is usually assigned to a
company code. This specific connection between the transportation
planning point and the organizational unit, at which level the
system calculates the balance, profit, and loss, is required for
calculating and settling freight costs. You can only connect a
transportation planning point to one company code. You can create a
transportation planning point without assigning it to a company
code. For shipments created for this type of transportation
planning point, you cannot calculate freight costs. Shipping points
are assigned to plants. Plants are organizational units that are
used in various logistics applications and subapplications
(Production Planning and Control, Plant Maintenance, Inventory
Management). They are usually used to map production locations or,
more generally, company subsidiaries. A shipping point, if it
corresponds to the spatial factors, can be assigned to several
plants at the same time. A plant can have more than one shipping
point. A warehouse number is always linked to at least one
combination of plant and storage location. This means that a
connection is created between Warehouse Management and Inventory
Management, because the storage location is
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SCM601
Lesson: Organizational Units
the organizational unit for quantity-based inventory management.
Only by assigning the warehouse number to a plant-storage location
combination can you use the functions of Warehouse Management. This
does not mean that all storage locations created by Inventory
Management within a plant are connected to a warehouse number;
specific stocks might not necessarily need storage bin management,
for example, packaging materials or consumption materials stored in
fixed bins. You can link several plant-storage location
combinations to one warehouse number; in this case, the spatial
situation is the most influential criteria. However, you cannot
simultaneously assign a plant-storage combination to two or more
warehouse numbers. At this point it is important that you emphasize
the issue above; that when you introduce a Warehouse Management
System, the storage location changes both its function and its
priority/value. For warehouse stocks that are exclusively
inventory-managed it is often used to map storage spaces, for
warehouse-managed stocks for which the Warehouse Management System
gives the spatial distribution, it is used as a bridge to Inventory
Management. This concept of moving the spatial aspects from
Inventory Management to Warehouse Management is not always
immediately clear to all participants. This explanation of the
fundamental changes at organizational level often provoke specific
questions and discussions about how this could be implemented in
their own company or the customers company.
Demonstration: Defining and Linking Organizational Units in
Logistics ExecutionPurposeThis demonstration should give the
participants a short overview of the Customizing settings not
covered in detail in the rest of the course. From past experience,
it is a good idea to show the table that links the plant-storage
location combinations to warehouse numbers (table key V_T320) in
order to make the course content easier to understand. This
demonstration also gives you the opportunity to describe
Customizing in general terms.
System DataSystem: Client: User ID: Password: will be assigned
by the training course administrator will be assigned by the
training course administrator SCM601-## init or personal
password
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Unit 2: Structure Elements
SCM601
Set up instructions: None 1. Demonstrate how to access
Customizing (transaction code SPRO): Tools Customizing IMG Edit
Project. To access the Implementation Guide (IMG), choose SAP
Reference IMG. 2. Show how to create organizational units in
Customizing: Go to the Enterprise Structure settings, and from
there go to the Definition of organizational units. Go to Logistics
Execution: here you can create warehouse numbers, shipping points,
loading points, and transportation planning points. 3. Briefly
explain the link between organizational units using the example
below. Return to the Enterprise Structure and go to Assignment. Go
to Logistics Execution and choose Assign Warehouse Number to
Plant/Storage Location. Use Position to select the table entry for
your demonstration data plant 1200 and storage location 0140:
warehouse number 140 is linked to this plant-storage location
combination.
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SCM601
Lesson: Organizational Units
33
Exercise 3: Assigning Warehouse Numbers to Plant-Storage
Location CombinationsExercise Duration: 10 minutes
Exercise ObjectivesAfter completing this exercise, you will be
able to: Describe the connection between Warehouse Management and
Inventory Management in Customizing
Business ExampleYou should only proceed with this exercise if
participants have suitable previous experience of other SAP R/3
applications. If many participants are less familiar with the
system, you should leave this exercise out completely, or schedule
it for later in the course. Creating the link between a warehouse
number and a combination of plant and storage location is an
important step in Customizing for Logistics Execution. To improve
understanding of the process shown throughout the course, it might
be helpful to display the relevant Customizing table.
System DataSystem: Client: User ID: Password: CATT: Set up
instructions: will be assigned by the training course administrator
will be assigned by the training course administrator SCM601-##
init or personal password ZT_140_02 None
TaskIn Customizing, check the assignment of your warehouse
number 1xx (key: 140 + group number ##) to a plant-storage location
combination. Search for the combination of plant 1200 and your
group-specific storage location 01xx (key: 0140 + group number ##).
Continued on next page
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Unit 2: Structure Elements
SCM601
1.
Call up the assignment table in Customizing. Hint: You only have
display authorization for Customizing. To display the table,
confirm the system message with Enter.
2.
Could you assign your plant/storage location combination to
another warehouse number as well?
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SCM601
Lesson: Organizational Units
Solution 3: Assigning Warehouse Numbers to Plant-Storage
Location CombinationsTaskIn Customizing, check the assignment of
your warehouse number 1xx (key: 140 + group number ##) to a
plant-storage location combination. Search for the combination of
plant 1200 and your group-specific storage location 01xx (key: 0140
+ group number ##). 1. Call up the assignment table in Customizing.
Hint: You only have display authorization for Customizing. To
display the table, confirm the system message with Enter. a) Choose
Tools Customizing IMG Edit Project. To access the Implementation
Guide (IMG), choose SAP Reference IMG. b) In the Implementation
Guide, choose Enterprise Structure Assignment Logistics Execution
Assign Warehouse Number to Plant/Storage Location. To perform the
IMG Activity, choose Execute c) 2. .
Choose Position to find the combination of plant 1200 and
storage location 01xx (0140 + group number ##).
Could you assign your plant/storage location combination to
another warehouse number as well? Answer: No. Multiple assignment
of the same plant/storage location combination is not possible.
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Unit 2: Structure Elements
SCM601
Lesson SummaryYou should now be able to: Name the central
organizational units in Logistics Execution and describe their
basic functions Explain the organizational subdivision of warehouse
numbers Position the organizational units specific to Logistics
Execution within the overall system of logistics organizational
units
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SCM601
Lesson: Storage Bins and Quants
Lesson: Storage Bins and Quants36
Lesson Duration: 45 minutes
Lesson OverviewIn the Warehouse Management System, storage bins
are master data that are created from the user menu or from
Customizing. The stock overviews in the Warehouse Management System
give you information about the current storage bin stocks for a
material, in addition to information about various material
movements to and from a storage bin.
Lesson ObjectivesAfter completing this lesson, you will be able
to: Explain the structure of a storage bin master record Define the
term quant Create storage bins Check warehouse stocks at storage
bin level
The term quant is often hard for participants to understand. In
this lesson, the definition and description of the units functions
are comparatively general.
Business ExampleIf you want to manage material stocks at storage
bin level, you must create storage bins as master data in SAP R/3.
In this context, you must also decide whether bin stocks should be
mixed or non-mixed storage, and whether existing bin stocks can be
increased.
Constructing a Storage Bin Master RecordStorage bins are always
created within storage sections. Storage sections divide up the
area of a storage type according to various features, such as the
inventory turnover of the stocks, or the warehouse temperature.
Within the entire warehouse complex, the warehouse number, the
storage type itself is representative of a storage space that
should be separated in SAP R/3 at organizational level, and usually
also at a spatial level from other storage spaces. Examples are
high rack storage, fixed bin storage, and bulk storage.
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Unit 2: Structure Elements
SCM601
The following section deals with the prerequisites for the
storage unit type check (SU type check), which is explained in more
detail in course SCM630. This course only contains a brief
introduction to the two categories required for this check, bin
type and storage unit type. The storage bin type is discussed in
this lesson, storage unit types are discussed in the lesson
Material Master and Customer Master. You can assign storage bins
when you create a storage bin type. This is particularly useful if
the storage bins within a storage section have different
dimensions. Bin types are categories that you define in Customizing
for Warehouse Management to define the rough dimensions of storage
bins, for example, bin height 1m.
Figure 13: Storage Bin Types
Depending on the settings at storage type level, the system can
take storage bin types into account during putaway. This means that
you can avoid occupying storage bins with unsuitable load carriers.
You also have the option of assigning the storage bins to be
created to a picking area. You can enter values for the maximum
weight that can be placed on a storage bin, and can also use a
neutral key figure as an abstract representation of the total
capacity of the storage bin. However, the system only takes these
into account if you have activated the relevant capacity check
method in Customizing at storage type level.
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SCM601
Lesson: Storage Bins and Quants
You can block storage bins where necessary. You can add this
block separately for putaway and stock removal - to a single
storage bin master record or to a storage bin list. The system
cannot access blocked storage bins during putaway, stock removals,
and stock transfers.
Demonstration: Displaying Storage Bins in the Bin Status
ReportPurposeParticipants should be introduced to the structure of
a storage bin master record.
System DataSystem: will be assigned by the training course
administrator Client: will be assigned by the training course
administrator User ID: SCM601-## Password: init or personal
password Set up instructions: None 1. Display the bin status report
- in other words the non-material-specific overview of bins and
stocks within a warehouse number - and briefly explain its
structure. Choose Logistics Logistics Execution Internal Warehouse
Processes Bins and Stock Display Bin Status Report. Enter your
warehouse number 140 and storage type 002 as selection parameters.
Choose Execute 2. 3. . To access the master record for a storage
bin, place the cursor on one of the storage bin coordinates and
left click. Explain a selection of the fields.
Demonstration: Creating a Storage BinPurposeShow how to create,
block, and unblock a single storage bin from the user menu.
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Unit 2: Structure Elements
SCM601
System DataSystem: will be assigned by the training course
administrator Client: will be assigned by the training course
administrator User ID: SCM601-## Password: init or personal
password Set up instructions: None 1. You demonstrate how to create
a fixed storage bin. Call up the transaction for creating single
storage bins (LS01N)). Choose Logistics Logistics Execution Master
Data Warehouse Storage Bin Create Manually. Enter your warehouse
number 140 into the Whse no./type field. Use the input help to
select storage type 005 (Fixed bin storage). In the Storage Bin
field enter any fixed bin description, for example, BOX-00. Confirm
with Enter. Other fields now become available. 2. Use the input
help for the Storage Section field to assign the only storage
section 001 (Total section). No picking areas were created in the
fixed bin storage area. It does not make sense to use storage bin
types in fixed bin storage, since putaway is controlled by directly
assigning the storage bin to the material in the material master. ,
Set a putaway block, and confirm your entry. A symbol appears which
means Blocked for putaway. (You do not necessarily have to enter a
blocking reason in the standard system). Save your entries and exit
the transaction by choosing .
3.
4. 5.
Unblock the new fixed bin either by calling up the master record
in change mode, or from the relevant list: Choose Logistics
Execution Master Data Warehouse Storage Bin Change Single Bin.
Remove the flag for the putaway block, confirm your entry with
Enter and save the changes. Alternatively: Choose Logistics
Execution Internal Warehouse Processes Bins and Stock Block Storage
Bin Selection.
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Lesson: Storage Bins and Quants
Enter your warehouse number 140 and storage type 005. Choose .
Next to storage bin BOX-00, the column PB (Putaway Block) now
contains X. Select the storage bin and choose Unblock change and
exit the transaction. . Save the
The QuantFilling a storage bin in SAP R/3 is called a quant. A
quant is a material quantity in a storage bin. In the SAP R/3
Warehouse Management system, materials can only be seen and moved
in the form of quants. The definite number is just as irrelevant as
the unit of measure. However, there are default criteria, which the
Warehouse Management system uses in putaways and stock removals to
decide which material quantity forms a quant in a storage bin. The
criteria are as follows: Material number Stock type Special stock
assignment Plant and storage location assignment of the material
Batch number
and if necessary
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Figure 14: Quant
The criteria for stock type, special stock assignment, and plant
and storage location assignment are inventory management
information for the material. Inventory Management usually decides
at posting which stock type the material quantity belongs to. This
means that at goods receipt, you can post part of the material
quantity into the unrestricted-use stock, and another part into
quality inspection stock or blocked stock. The same applies for the
special stock assignment. Partial quantities of a material can be
flagged, for example, as project stock, and others as customer
consignment stock. If a material is inventory-managed in various
storage locations, for example in order to map changes in
ownership, then the plant/storage location assignment of a specific
material quantity is also important. Regardless of the decision
Inventory Management has made via its postings, in the Warehouse
Management system these characteristics must match for a material
quantity if this quantity should form one quant in a storage bin.
This means that if you want to put away the same material that was
posted at goods receipt partially into the unrestricted-use stock
and partially into quality inspection stock, at least two quants
are always generated in Warehouse Management. If you use Batch
Management as a cross-component function, the batch number of a
material quantity is also a quant characteristic. If you have
activated the batch management requirement at material master
level, you must enter the relevant batch for each goods movement.
In the Warehouse
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Lesson: Storage Bins and Quants
Management system, you should also be able to tell at any point
which material quantity belongs to which batch. Quants are
therefore always from the same batch. If you have activated storage
unit management in the storage type, the storage unit number also
plays a role. Storage unit management is an additional function in
the Warehouse Management System, which allows you to view materials
and load carriers as units, and to move them inside the warehouse
using a (storage unit) number. Here too, materials are only put
away and removed from storage in the form of quants. However, the
quants are a part of storage units. A quant can only be a part of
one storage unit at a time. Some participants might already have
heard about this additional function, and might ask questions about
it at this point, or at a later point. If someone asks, you should
briefly discuss the basic principle behind storage unit management.
This topic is discussed in detail in course SCM631.
Additions to Existing Stock and Mixed StorageIn connection with
the topics Addition to Existing Stock and Mixed Storage, it makes
sense to introduce participants to the fact that putaway and stock
removal are controlled separately in Customizing for each storage
type. You make decisions about additions to existing stock and
mixed storage in the relevant area for putaway control. You can
allow additions to existing stocks without reference to a material.
Special options are available for the combination of storage unit
management and mixed storage. A storage bin that already contains a
quant of a material can take on further material quantities of the
same material if the remaining quant criteria match up (see above).
The storage type containing the storage bin must permit additions
to existing stock.
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Unit 2: Structure Elements
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Figure 15: Addition to Existing Stock
A storage bin in a storage type that permits additions to
existing stock can only ever contain one quant. However, the size
of this quant can be increased and decreased by putaway and stock
removal activities. Caution: The goods receipt date of a material
quantity is managed at quant level. If additions are made to
existing stock, the goods receipt date of the new quant is lost.
The quant always shows the oldest goods receipt date. If you want
to perform stock removals according to the first-in-first-out
(FIFO) principle, it is advisable to prohibit additions to existing
stock. If you want to store more than one quant in a storage bin,
you must permit mixed storage in the storage type.
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SCM601
Lesson: Storage Bins and Quants
Figure 16: Mixed Storage
In mixed storage, you can store several materials and also, for
example, several batches of the same material, in one storage bin.
Various methods of capacity checking are available depending on
storage type and putaway control. These can ensure that storage
bins are not overloaded when additions are made to existing stock
or for mixed storage. During putaway and stock removal activities,
quants are generated and some disappear. As long as a quant exists
in the warehouse number (in other words, is contained in a storage
bin) the quant has its own temporary data record. You can display
this data record from the Warehouse Management stock overview. This
data record contains essential inventory management information,
such as the goods receipt date, shelf life expiration date, and
batch number (where required), in addition to all storage-relevant
information.
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Unit 2: Structure Elements
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Figure 17: Quant Split
Example: After a goods receipt posting, a quant of 120 pieces of
a material is in a storage bin in the goods receipt zone. During
putaway into the high rack storage area, the system splits this
quant equally between three storage bins, according to various
entries in the material master and Customizing. This means three
new quants are generated that each consist of 40 pieces of the
material. The original quant is deleted, as is its corresponding
data record. In the goods issue process, quants disappear during
stock removal.
Demonstration: Displaying Storage Bin Stocks for
MaterialsPurposeParticipants should be introduced to the stock
overview from the Warehouse Management point of view.
System DataSystem: will be assigned by the training course
administrator Client: will be assigned by the training course
administrator User ID: SCM601-## Password: init Set up
instructions: None 1. Demonstrate how to use transaction Total
Stock per Material (Warehouse Management) (LS26) using material
LES02-00. Display the stock overview for your warehouse number
140.
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Lesson: Storage Bins and Quants
Choose Logistics Execution Internal Warehouse Processes Bins and
Stock Display Total Stock per Material (Warehouse Management). On
the initial screen, enter warehouse number 140 and material
LES02-00. Confirm your entries with Enter. 2. Explain the layout of
the stocks on the first screen: The material that is
inventory-managed in plant 1200, storage location 0140 is
completely contained in the rack storage area (storage type 002).
Place the cursor on the plant/storage location stock highlighted in
white, and choose Bin Stocks. The total quantity of the material is
split across ten storage bins. Display the master record for one of
the ten storage bins, and comment on some of the fields (storage
section, picking area, storage bin type). To access the master
record for a storage bin, place the cursor on one of the storage
bin coordinates and left click. 5. Display the data record of the
quant you want to store in the selected storage bin. Point out the
quant characteristics relevant to inventory management, and the
goods receipt date. In the Stock per Storage Bin area, select the
material line and choose Quant.
3.
4.
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Lesson: Storage Bins and Quants
43
Exercise 4: Storage Bins and QuantsExercise Duration: 15
minutes
Exercise ObjectivesAfter completing this exercise, you will be
able to: Create a storage bin Check storage bin stocks in the stock
overview for Warehouse Management
Business ExampleYou want to create a new storage bin in the
fixed bin storage area. You also want to check the stocks in your
rack storage area.
System DataSystem: Client: User ID: Password: CATT: Set up
instructions: will be assigned by the training course administrator
will be assigned by the training course administrator SCM601-##
init or personal password ZT_LO140_02 None
TaskCreate a new fixed bin with any description (for example,
BOX-##), and block this bin for putaway. 1. 2. 3. 4. Call up the
transaction for creating single storage bins and enter the required
data. Block the new storage bin for putaway. Unblock the bin.
Display the storage bin stocks for your material, LES02-##, in your
warehouse number, 1xx (140 + group number ##). Which storage type
contains the material? The total quantity was split across how many
storage bins?
Continued on next page
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Unit 2: Structure Elements
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5.
Display the master record for one of the storage bins, and from
there display the data record for the quant in the storage bin.
Which storage section does the bin belong to? Determine the goods
receipt date of the quant.
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SCM601
Lesson: Storage Bins and Quants
Solution 4: Storage Bins and QuantsTaskCreate a new fixed bin
with any description (for example, BOX-##), and block this bin for
putaway. 1. Call up the transaction for creating single storage
bins and enter the required data. a) Choose Logistics Logistics
Execution Master Data Warehouse Storage Bin Create Manually. Enter
your warehouse number 1xx (140 + group number ##) in the Whse
no./type field. Use the input help to select storage type 005
(Fixed bin storage). In the Storage Bin field, enter any fixed bin
description, for example, BOX-##. b) 2. Confirm with Enter. Other
fields now become available. Use the input help for the Storage
Section field to assign storage section 001. Set the indicator for
the Putaway block and confirm with Enter. A that means Blocked for
putaway. symbol appears Use the input help to add a blocking
reason. Save your entries. To exit the transaction, choose
Cancel.
Block the new storage bin for putaway. a) b)
Continued on next page
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3.
Unblock the bin. a) To check the new storage bin master record,
call up the record in change mode. Choose Logistics Execution
Master Data Warehouse Storage Bin Change Single Bin. Hint: You can
remove the block here. In the next step, use the alternative method
using a storage bin list. b) To unblock your new storage bin, use
the transaction Change Several Storage Bins Simultaneously. Choose
Logistics Execution Internal Warehouse Processes Bins and Stock
Block Storage Bin Selection. Enter your warehouse number, 1xx (140
+ group number ##), and 005 in the Storage Type field. To execute
the selection, choose Execute. Next to storage bin BOX-##, the
column PB (Putaway Block) now contains X. Select the storage bin
and choose . On the next screen, select the Putaway Block indicator
and confirm with Enter. Save the changes.
4.
Display the storage bin stocks for your material, LES02-##, in
your warehouse number, 1xx (140 + group number ##). Which storage
type contains the material? The total quantity was split across how
many storage bins? a) Choose Logistics Execution Internal Warehouse
Processes Bins and Stock Display Total Stock per Material
(Warehouse Management). Enter the key for your warehouse number and
material LES02-##. Confirm with Enter. The material is in the rack
storage area (storage type 002). b) Place the cursor on the
plant/storage location stock highlighted in white, and choose Bin
Stocks. The total quantity of the material is split equally across
10 storage bins.
Continued on next page
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SCM601
Lesson: Storage Bins and Quants
5.
Display the master record for one of the storage bins, and from
there display the data record for the quant in the storage bin.
Which storage section does the bin belong to? Determine the goods
receipt date of the quant. a) To access the master record for a
storage bin, place the cursor on one of the storage bin coordinates
and left click. The storage bin belongs to storage section 001. b)
Choose the Stock tab page. In the Stock per Storage Bin area,
select the line containing the material and quantity and choose
Quant (in the lower left of the screen). Hint: Each quant has a
number for identifying its data record in the database. You can
find this number in the storage data area, under the storage bin
coordinates. This number does not have any effects on controlling
putaway or stock removal processes.
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Lesson SummaryYou should now be able to: Explain the structure
of a storage bin master record Define the term quant Create storage
bins Check warehouse stocks at storage bin level
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Lesson: Material Master and Customer Master
Lesson: Material Master and Customer Master48
Lesson Duration: 25 minutes
Lesson OverviewMaterial-specific settings have an immense effect
on process control in Logistics Execution. At master data level,
you can specify into which storage type material is put away, and
from which storage type it is removed from stock. You can also
enter the standard palletization data for a material in the
material master, in order to enable automation of putaway
activities. The customer master can contain default values for data
that controls the shipping process.
Lesson ObjectivesAfter completing this lesson, you will be able
to: Create the Warehouse Management views in a material master
record In these views, differentiate between
warehouse-number-specific and storage-bin-specific fields Maintain
the fields in the Sales view of a customer record, which are
relevant for the delivery process
This lesson mainly discusses the two Warehouse Management views
of a material master. These views are required for putaway and
stock removal of a material. The first Warehouse Management view
contains fields that are used for detailed control of putaway and
stock removal activities. In this course, these fields should only
be mentioned briefly - if at all - since using the fields requires
a good knowledge of Warehouse Management Customizing.
Business ExampleIDES AG wants to manage its material stocks in
storage bins. This means that all existing material master records
now require Warehouse Management data. To simplify the delivery
processes, the customer master records should contain default
values for shipping processing.
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The Warehouse Management ViewsThe master data for a material is
divided into views. In most cases, the views correspond to specific
departments or activity areas in a company, for example, Sales and
Distribution, Purchasing, and Accounting. Each of these views
contains a collection of fields that are usually either indicators
for accessing Customizing tables, or values for specific
applications. These values are often default values. Warehouse
Management has two specific views in the material master. Both
views must be created in order to put away the material.
Figure 18: Warehouse Management Views
The first Warehouse Management view only contains fields whose
entries are valid for a specific warehouse number. The second view
also contains storage-type-specific information. When you create,
change, and display the Warehouse Management views, you must always
enter the warehouse number in which you want to store the material.
If the material is used in more than one warehouse number, you must
create the Warehouse Management views for each warehouse
number.
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Lesson: Material Master and Customer Master
The storage-type-specific parts of the second WM view contain a
field for assigning a fixed bin, and also fields for entering
quantities. These are used for controlling replenishment. (This
topic is covered in course SCM630). The Maximum Bin Quantity field
can also be used for the capacity check in fixed bin storage.
Control quantities and rounding quantities are required for a
specific stock removal strategy. You do not always have to enter
values into the storage-type-specific fields in the second
Warehouse Management view. These fields are mainly used for
materials with fixed bins. Therefore, if you store a material in
fixed bin storage, you must assign its fixed bin in this view, in
the Storage Bin field. This means that during putaway, the
Warehouse Management system can automatically assign the bin to the
material, and can also find it for use during stock removal. Hint:
When you create, change, and display the second WM view, you can
only see the storage-type-specific fields if you have previously
defined a default storage type when selecting the organizational
units.
Palletization DataIn the second WM view, you can store
palletization data for the material. The data is valid for one
warehouse number.
Figure 19: Palletization Data
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Unit 2: Structure Elements
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If the material master contains palletization data, the
Warehouse Management sy