IRT340Inkasso/Exkasso FS310 Supply Chain Executio Execution n
Supply Chain Execution
S AP AP AG AG 20 20 03 03 2003 SAP AG©
R/3 System Release 4.7 / SAP Retail Col.33 50062343
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Copyright
Copyright 2003 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express express permission of SAP AG. The information contained herein may be changed without prior notice. All rights reserved.
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Course Prerequisites
Required: IRT100 Retail Process Overview IRT310 Retail Master Data
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Target Group
Participants : Members of project teams and consultants responsible for configuring supply chain management processes for a distribution center
Duration: 3 days
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User notes
These training materials are not a teach-yourself program. They compliment the explanations provided by your course instructor. Space is provided on each page for you to note down additional information.
There may not be sufficient time during the course to complete all the exercises. The exercises provide additional examples that are covered during the course. You can also work through the examples in your own time to increase your understanding of the topic.
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Course Overview
Contents:
Course Goals
Course Objectives
Course Content
Course Overview Diagram
Main Business Scenario
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Course Goals
This course will prepare you to:
Set up the processes for supply chain execution in a distribution center that does not have a separate warehouse management system
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Course Objectives
At the conclusion of this course, you will be able to:
Carry out the goods receipt and goods issue processes, explain inventory management, and name the special features of merchandise distribution
Set up the necessary master data and make the necessary settings in Customizing
Create a number of variants of these processes to meet your individual requirements
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Course Content
Preface Unit 1
Course Overview
Unit 5
Goods Issue Process
Unit 2
Basic Concepts
Unit 6
Unit 3
Goods Receipt Process
Merchandise Distribution
Unit 7
Conclusion
Unit 4
Inventory Management
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Course Overview
1
Course Overview
2
Basic Concepts
3
Goods Receipt Process
4 5
Inventory Management Goods Issue Process
6
Merchandise Distribution
7
Conclusion
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Main Business Scenario
Your company has decided to implement SAP Retail and you are responsible for optimizing warehouse processes
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Basic Concepts
Contents:
Master data and organizational units
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Basic Concepts: Unit Objectives
At the conclusion of this unit, you will be able to:
Describe the structure of a distribution center in the SAP Retail system
List the various differences in warehouse structures
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Course Overview
1
Course Overview
2
Basic Concepts
3
Goods Receipt Process
4 5
Inventory Management Goods Issue Process
6
Merchandise Distribution
7
Summary
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The Structure of a Distribution Center
Customer Customer
Distribution Distribution Center Center Vendor Vendor
Site Address Organizational data Merchandise categories Departments Staging area Receiving points ... Storage location (Customizing) SAP AG 2003
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Structures in the Warehouse
MM Site Site Storage Storage location location
Warehouse New York
Stock
Store. loc.0001 Store. loc.0002
Store. loc.0003
WM Warehouse Warehouse number number
042
088
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Structures in the Warehouse
MM Warehouse: New York
Site Site Storage Storage loc loc..
Stock
Storage loc. 0001
Storage loc. 0002
Storage loc. 0003
WM 042
Warehouse Warehouse no. no. Storage Storage type type Door Door Staging Staging area area Areas Areas
(optional) (optional)
902
088 360 Door 1
Door 2 Zone A
Aisle 1
Aisle 2
Hall 4
SAP AG 2003
If stocks are to be managed at storage bin level within a storage location in a distribution center (or site), you can use the SAP Warehouse Management (WM) function. To do so, you must assign a warehouse number to the relevant storage location. This represents the entire warehouse structure. Storage locations that have different technical or organizational requirements have different storage types in the warehouse numbers. For example: GR zone = storage type 902, high rack storage section, bulk storage, GI zone = storage type 910. To make goods receipt processing and picking easier, you can define multiple doors and staging areas below a warehouse number. You can also choose to group neighboring areas within the same storage type. If you choose to make this grouping on a goods receipts basis , we refer to storage sections. If grouping is created on a picking basis, we refer to picking areas.
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Structures in the Warehouse
MM Warehouse: New York
Site Site Storage Storage loc loc..
Stock
Storage loc. 0001
Storage loc. 0002
Storage loc. 0003
WM 042
Warehouse Warehouse no. no. 902
Storage Storage type type Door Door Staging Staging area area
360 Door 1
Door 2 Zone A
Areas Areas
Aisle 1
(optional) (optional)
Storage Storage bin bin
088
Stock
Aisle 2
12-6-54
......
Hall 4 4-23-89
SAP AG 2003
If stocks are to be managed at storage bin level within a storage location in a distribution center (or site), you can use the SAP Warehouse Management (WM) function. To do so, you must assign a warehouse number to the relevant storage location. This represents the entire warehouse structure. Storage locations that have different technical or organizational requirements have different storage types in the warehouse numbers. For example: GR zone = storage type 902, high rack storage area, bulk storage, GI zone = storage type 910. To make goods receipt processing and picking easier, you can define multiple doors and staging areas below a warehouse number. You can also choose to group neighboring areas within the same storage type. If you choose to make this grouping on a goods receipts basis , we refer to storage scetions. If grouping is created on a picking basis, we refer to picking areas. Storage bins are located within areas or within storage types for which no specific areas have been defined. The storage bins are identified with three character, numeric co-ordinants.
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Structures in the Distribution Center
Warehouse 030 Storage type 001 High rack stor. area Warehouse area 1
Storage type 002 Picking warehouse Picking area 1 Staging area 2 Picking area 2
Door 1 Staging area 1
Warehouse area 2
Door 4 Staging area 3
Picking area 3 Staging area 4
Door 2
Door 5
Storage bins
Staging area 5
Storage location 0001 Storage Storage location location 0003 0003 (Cross-docking) (Cross-docking)
DC DC R300 R300
Storage Storage location location 0004 0004 (Distribution (Distribution zone) zone)
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Basic Concepts: Unit Summary
You are now able to:
Describe the structure of a distribution center in the SAP system
List the various differences in the organizational structure of a warehouse
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Exercises Unit: Basic Concepts Topic: Basic Concepts
At the conclusion of these exercises, you will be able to: •
•
Create a site structure Add a new storage location to your site and assign it to your WM warehouse.
Your distribution center is assigned a new storage location which you need to maintain in your site master data.
1-1
Throughout this course, you will always use distribution center T7##. Familiarize yourself with some of the details concerning this distribution center. 1-1-1 To which distribution chain does this DC belong? ______________________________________________________ 1-1-2 Which purchasing organization can procure articles for this DC and to which company code does it belong? PO:_________________________________________________ CC:_________________________________________________ 1-1-3 What are the table keys for the site’s customer and vendor master records? Customer________________________________________________ Vendor_______________________________________________ 1-1-4 Where do you find out whether this site is a distribution center? ______________________________________________________ ______________________________________________________
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1-2
Create some more settings for your DC and look at the Customizing settings for this site, too. The inventory management entries are of particular relevance to you. 1-2-1 Which storage locations already exist for your distribution center? ______________________________________________________ 1-2-2 Your distribution center is going to have a new storage location. Create this storage location using the number 0005 and the description ‘Storage loc. Gr##’. Save your entries and exit the distribution center.
1-3
Make some more settings for the Warehouse Management. 1-3-1 Which is the highest organizational unit in the WM system? ______________________________________________________ 1-3-2 Create a new warehouse number L## in Customizing by copying the warehouse number T##. To copy the warehouse number, you must use [Copy, delete, check warehouse number]
1-4*
Go to the IMG: Logistics Execution Warehouse Management look at the details of your new warehouse L##.
Master Data and
1-4-1 Which storage types are already available? ______________________________________________________ ______________________________________________________ ______________________________________________________ 1-4-2 Which staging areas exist and which doors are they assigned to? Staging area:
Door:
______________________________________________________ ______________________________________________________ ______________________________________________________ 1-4-3 Are there any storage sections in warehouse L##? ______________________________________________________
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Solutions Unit: Basic Concepts Topic: Basic Concepts
In the solutions the following points are valid: •
•
•
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You can access the SAP Retail menu using transaction W10T. You should enter this transaction as a start menu in your user parameters: System User Profile Own Data, enter ‘W10T’ as a start menu in the ‘User Default’ view. If you see the word MENU before a menu path , then you should go to the Retail menu, the SAP Retail application menu. You can easily access the Retail menu by going from the SAP Easy Access SAP Retail using this menu path: Logistics Retail If you see the term IMG in front of a menu path then you should go to the Implementation Guide of the system where yo u can customize your settings. To access IMG, you go from the SAP Easy Access SAP Retail and follow this menu path Tools Accelerated SAP Customizing Project Processing SAP Reference- Display IMG (F5) or use the following transaction /NSPRO F5 key
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Solutions Unit: Basic Concepts Topic: Basic Concepts
1-1
Master data
Site data
Site
Display
Field name or data type
Values
Site
T7##
1-1-1 Tab Organization/calendar data: The distribution chain consists of the sales organization and the distribution channel and is called R300/ R5 Sales organization: R300 Distribution channel: R5 1-1-2 Purchasing organization: R300 Company code: R300 1-1-3 Button [Customer], Customer T7## Back/F3 Button [Vendor], Vendor T7## Back/F3 1-1-4 Extras Admin. data Site cat. B = Distribution center
1-2
Customizing
For site
1-2-1 Double click on row: Storage locations Double click on view name: V_T001L The following storage locations already exist: 0001, 0002, 0003 and 0004
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1-2-2 Table view
Display
Change
[New entries] Field name or data type
Values
SLoc:
0005
Description
Storage location Gr.##
Table view
Save
Return to the SAP Easy Access Menu for SAP Retail using the yellow arrow.
1-3
IMG 1-3-1 The highest organizational unit in the WM system is the warehouse number . Definition 1-3-2 IMG: Enterprise Structure copy, delete, check warehouse number
Logistics Execution
Define,
[Copy/delete/check warehouse number] Organizational object
Copy org. object
Field name or data type
Values
From warehouse number
T##
To warehouse number
L##
[Enter] Confirm information by selecting [Enter] 1-4*
IMG Logistics Execution 1-4-1
Warehouse Management
Master Data
Define storage type
The following storage types are already available for warehouse L##: 005 916 999 FRM
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Fixed bin storage Shipping area deliveries Differences Floor Ready Merchandise
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1-4-2
1-4-3
Define Article Staging Areas
Staging area:
Door:
Area 001 Area 002 Area 010
Door A1 Door A1 Door A2
Define Storage Sections
No storage sections have been defined in the L## warehouse.
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Goods Receipt Process
Contents:
Confirmation documents
Goods receipt posting
Putaway process in lean WM
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Goods Receipt: Unit Objectives
At the conclusion of this unit, you will be able to:
Carry out the goods receipt process, from the delivery of the goods to transferring them to the stock in a storage location.
Set up the delivery process in a lean WM managed storage location.
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Course Overview
1
Course Overview
2
Basic Concepts
3
Goods Receipt Process
4 5
Inventory Management Goods Issue Process
6
Merchandise Distribution
7
Summary
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Goods Receipt: Business Scenario
The vendor delivers the ordered goods to you. You would like to enter both the delivery quantities and the delivery note data, which can be used at a later stage to check the deliveries.
When the delivery quantity varies, you want the goods receipt to be posted in the future only in the context of specified tolerance limits.
To keep your losses low in your warehouse, the articles' expiration date should always be entered and checked when your goods receipts are posted in future.
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Business Process (Example)
Purchase Purchase order order
Vendor Vendor
3 Shipping Shipping notification notification
4
2
Requirements Requirements planning planning
1 55
Goods Goods receipt receipt in in distribution distribution center center Invoice Invoice verification verification and check and check
Distribution Distribution center center
Merchandise flow Information flow SAP AG 2003
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Confirmation Documents: Topic Objectives
At the conclusion of this topic, you will be able to:
Describe the confirmation documents, shipping notification and rough goods receipt.
Set up the confirmation controls as a requirement for confirmation documents.
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Confirmation Document: Shipping Notification Purchase order Purchase... Vendor ... order Purchase... Vendor ... ... order Vendor ...
Post Fax EDI Vendor Vendor
IDES IDESSmart SmartRetailer RetailerInc. Inc. Inbound delivery Vendor
... ...
Shipping notification ... Vendor ...
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Shipping notifications are used by vendors to announce the delivery of articles. The vendor sends information about the delivery date, delivery time, delivery quantities and the articles that are to be delivered. The shipping notification is based on one or more purchase orders that have been placed with the same vendor. In SAP Retail, an inbound delivery is created for the shipping notification or in EDI. Inbound deliveries can be used as reference documents for the (rough) goods receipt that follows.
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Confirmation Document for Rough GR
Reference document Purchase order Vendor
Create delivery note quantity
Rough GR
Logistics functions
... ... Delivery Vendor
... ...
Enter differences in quantity
Sort purchase order items
Purchase order
Generate count lists
Delivery (see note)
Generate tickets
Create delivery note
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Rough GR is used to identify deliveries, meaning that the items in the delivery documents are assigned to the items contained in the vendor shipping notification items in the system. Rough GR can only be used for certain order items that have a specific confirmation code (detailed information for the item for the relevant order items). Rough GR can be used for one or more purchase orders or shipping notifications (inbound deliveries). If a rough GR is created for one or more purchase orders, and if a delivery has already been posted based on a shipping notification, the user receives notifications. When a rough GR is posted, a document is also posted. The document has a very similar function to a delivery notification. The following options can be used for a rough GR: - You can enter differences in quantity in delivery notes and purchase orders or delivery notifications. - You can sort the items from all the assigned purchase orders for additional online processing using the same structure as the delivery document from the vendor. - You can print out a count list for the GR that is to follow. - You can generate (article) sales tickets. - You can generate goods receipt/issue slips: they can be used as pallet slips.
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Confirmation Document : Prerequisites
Purchase order ... Suitable confirmation control key Vendor ... in purchase order item
Shipping notification entry allowed? Rough GR entry allowed? ...
Purchase data
View: Purchasing
Customizing Customizing Definition
Confirmation control key
Vendor Vendor
Article Article
Conf.control
Conf.control
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To create a confirmation document (for example, a rough GR) for a purchase order item, you need a suitable confirmation control key for the purchase order item (item details in the purchase order). Confirmation control keys are defined in Customizing (see next slide) and entered in the purchase order item. If there is already a confirmation control key in the article master purchasing view, it will automatically become the default value in the purchase order item. A confirmation control key also may be entered as a default value for article maintenance in the vendor master data.
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Confirmation Control Key: Definition Ext. Ext. confirmation confirmation cat. cat.
Int. Int. confirmation confirmation cat. cat.
Description Description Heading Heading in in purchasing purchasing list list Delivery type
Monitoring Monitoring period period
Confirmation Confirmation sequence sequence Confirmation Confirmation control control key key Sequence Sequence 11 22 33
Reference Reference date date
Int. Int. conf. conf. cat. cat. LA LA GW GW ... ...
MRP MRP relevance relevance GR GR relevance relevance GR GR assignment assignment
Controls Controls for for EDI EDI access access
Purchase Purchase order order date date ++ Delivery -Delivery date date Take Take account account of of confirmation confirmation in in MRP? MRP? Remove Remove confirmation confirmation category category as as aa result result of of GR? GR? Assign Assign GR GR to current to current confirmation? confirmation?
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The confirmation sequence Contains a confirmation control key that determines which confirmation categories are expected Determines the sequence in which the confirmation categories for the purchase order items are expected Determines the date and time by which the confirmation must have arrived Determines the relevance for requirements planning and goods receipt. When you set the inbound delivery indicator with the confirmation control key, you determine that those purchase orders that contain this confirmation control key should have inbound deliveries created for them automatically. The inbound delivery document is required for creating putaway transfer orders in decentralized warehousing systems. LA and GW are standard internal confirmation categories to which a delivery type must be assigned. Notification and rough GR are separate documents while the rest of the confirmation categories are not.
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Goods Receipt: Objectives
At the conclusion of this topic, you will be able to:
Describe the procedure for and various methods for processing goods receipts.
Post a goods receipt for a purchase order and explain how to control goods receipt using a movement type.
List the results of posting a goods receipt.
Make settings for checks and tolerances for goods receipt posting.
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Goods Receipt: Steps Involved
Vendor Vendor Distribution Distribution center center 0001 Goods Goods receipt receipt
0002 0003
Storage location (Stock type)
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Goods Receipt: Steps Involved
Vendor Vendor Rough Rough goods goods receipt receipt
Distribution Distribution center center 0001
Goods Goods receipt receipt
0002 0003
Storage location (Stock type)
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Goods Receipt: Steps Involved
Vendor Vendor Rough Rough goods goods receipt receipt
Distribution Distribution center center 0001
Goods Goods receipt receipt
0002 0003
WM
Storage location (Stock type)
Putaway Putaway
Storage bin SAP AG 2003
Goods receipt in a site (distribution center or store) can be done in one or two steps. Single-step procedure: A (complete) goods receipt (GR) is executed directly. Two-step procedure: A rough goods receipt (rough GR) is run first, enabling delivery quantities to be entered, and is followed by a GR. In both procedures, the merchandise is assigned to a stock type for a storage location at the site that is to receive the delivery. If the destination storage location is connected to the SAP Warehouse Management (WM) system, articles can be assigned to specific storage bins (putaway). You can restrict the putaway procedure to individual storage sections (= a group of several storage bins within the same storage type for putaway).
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Goods Receipt: Reference and Functionality
Reference document Purchase order Vendor
Logistics functionalities
Goods receipt
... ...
Inbound delivery Vendor
... ...
Purchase order
Inbound delivery (possible note)
Rough GR (possible notes)
Outbound delivery
No reference
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You can create a GR (goods receipt) for a purchase order, shipping notification, or rough GR. The user will be alerted if a GR is created for a purchase order and a delivery notification or rough GR already exists. The advantages of goods receipt processing with reference documents are: The goods receiving department can check if the delivery actually contains the merchandise that was delivered; When the goods receipt is being created, data for the reference document is proposed by the system. This makes it easier to create the goods receipt and also monitor the development of the goods receipt; The GR data is updated in purchase order development and vendor evaluation. The means that associates can monitor purchase order development, trigger the dunning procedure, and ensure that quantities and deadlines are adhered to; The relevant purchaser is automatically informed about GR using SAPmail. The incoming invoice is used to check the quantity ordered against the actual delivered quantity. It is also possible to post goods receipt without a reference document for a document that has been created previously in the system. This allows you to subsequently generate a purchase order thereby allowing you to use invoice verification at a later date. At GR, you can also run checks and monitoring (for example, for delivered quantities, expiration dates, shipping instructions, EAN). Additional features of GR in SAP Retail include the creation of returnable transport packaging as special stock and handling batch articles, setting up free deliveries and returns to the vendor. Returnable transport packaging is transport equipment, for example, a carton, or an empty, such as bottles.
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Searching the corresponding purchase orders using: - article number - EAN - vendor - ... Checking and monitoring: - quantities (tolerances) - expiration dates - EAN Entering returnable transport packaging Batch handling Entering free deliveries Return deliveries to vendors ...
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Goods Receipt for Purchase Orders valuated valuated Unrestricted-use stock BWA 101
Stock in quality inspection BWA 101 (X) Stock Blocked stock BWA 101 (S) Goods Goods receipt receipt
Provisionally accepted
non-valuated non non-valuated GR blocked stock BWA 103
Consumption
Non-stock articles Cost center Project Others
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Goods receipt is a form of goods movement. An article can either be used or placed in stock, following goods receipt, or a GR can be blocked. When entering a goods movement in the system, you must enter a movement type to differentiate between the different types of goods movements. The goods movement type is a three-character key that is used to identify a goods movement. For each goods receipt, you decide which stock to post the quantity. The stock is important for determining availability of stock in requirements planning and also for picking in inventory management. A goods receipt in the warehouse can be posted to three valuated stock types: - Unrestricted-use stock - Stock in quality inspection (may be used for requirements planning, but not for picking) - Blocked stock (cannot be used for requirements planning and not available for picking) Movement type 101 is always used for goods receipt quantities from purchase orders that are to be put into valuated stock. The individual stock types are distinguished by their stock indicator, which you can enter in the item screen of goods receipt processing. Merchandise accepted provisionally (for example, damaged articles or unexpected deliveries) is posted to GR blocked stock.
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Goods Movements Documents
Warehouse Warehouse Goods movement
Issues
Receipts
Article doc.
Accounting document
Article Article and and accounting accounting documents documents are are generated generated at at the the same same time time as as the the goods goods movement movement takes takes place. place. SAP AG 2003
Even when inventory management is computerized, documentation is necessary. A document serves as proof of a change in stock levels. Documents are saved in the system. An article document is produced in the SAP system as proof of a change in stock levels. At least one account document is created in addition to the article document if an article movement process affects stock valuation. As soon as a goods movement is posted to the system, quantity, article, movement type and organizational level cannot be changed. However, some changes can still be made to text fields. If you need to make corrections, a new document must be created. The document containing the errors must first be canceled. An article document is created so that the process can be recorded Accounting documents are only created when there is a change in stock valuation (for example, with stock transfers from one plant to another). The article and accounting documents are separate from one another. The article document can be distinguished by its article document number and year. The accounting document can be distinguished by the company code, the accounting document number and the fiscal year.. The company code to which the accounting document has been posted is derived from the plant in which the goods movement took place.
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The Results of a Goods Receipt
Value and Article quantity update master
Update purchase order
Goods receipt FI docu Article document
Message to sold-to party (optional)
Transaction document
GR slip
QM
Printing (optional) Transfer requirement for WM (if this is active)
WM Statistical update
Opening an inspection lot to trigger quality inspection
Updating stock and consumption accounts
SAP AG 2003
This slide gives you an overview of the results of goods receipts creation with reference to a purchase order.
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Documents from the Purchase Order to the GR
Delivery notification
Delivery note
... Article doc.
Purchase order Goods Goods receipt receipt
Inbound delivery
FI doc.
Rough GR
SAP AG 2003
A goods receipt should always be posted based on a purchase order (in exceptional cases, you can also post a goods receipt without a reference, however, a purchase order will be needed if you need an invoice verification at a later stage). The goods receipt always creates an article document and an FI document. In addition, you can create more vendor confirmation documents (delivery notification, delivery note) in the system. For each purchase order item, you can decide on the confirmation control key and which documents you are expecting from the vendor for this purchase order item. When using confirmation documents, you should always consider which documents are really necessary so that you do not overload the system.
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Returns with Automatic Purchase Order Generation Purchase order Vendor Art. 3214 Art. 5110
... ...
Goods receipt
20 PC 15 PC
Item 1: Movement type 101 Item 2: Movement type 101
FI doc. Article doc.
...
Item 6: Movement type 161 Returns Customizing Customizing Movement Movement type type 161: 161: Create purchase Create purchase order order
New PO
R For item 6 (with return indicator)
SAP AG 2003
In the case of unplanned returns to vendors, the goods issues (negative goods receipts) are posted without a reference document. Depending on your settings in Customizing that define whether an item allows a PO to be created, a purchase order is created for an item in the background which can then be used for invoice verification. The article returns can be posted during the goods receipt process. In this case, the purchase orders for which the goods receipt was posted and the purchase order containing the return items are combined into one article document (possibly under an external delivery note number). During invoice verification, the system takes account of a credit memo against the vendor. You can post the return without first creating a reference document (for example, a purchase order). A return order is created for the planned vendor return. The vendor is therefore information about the return and can schedule capacity, as required, for the returned merchandise. (NB: this situation is not shown in the slide).
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Tolerance Limits and "Delivery Completed" Indicator
Purchase order 345688.. Vendor 309089 .... .... Art. 55421 1000 PC
Vendor Vendor Article Article Underdelivery tolerance
15 %
Overdelivery tolerance
10 %
Art. 56334
10 CAR
Art. 73452
50 PAL
•
•
•
•
Post GR Tolerances not adhered to ?
PO 1000 PC
GR quantity 900 PC
System System message message •• Error Error •• Warning Warning •• None None
Site Site
Default Default "delivery "delivery completed" completed" indicator? indicator?
SAP AG 2003
For each item, the system checks whether there are discrepancies between the PO and the article master data during the GR processing. In Customizing, you can decide whether each site should have a defaulted "delivery completed" indicator for goods receipt as long as the quantity delivered is within the under/overdelivery tolerances. The "delivery completed" indicator produces the following effects: The PO item is considered closed, even if the full quantity ordered has not been delivered. Although a delivery is not expected, it is still possible. In the next goods receipt, the item will not be defaulted as being a marked item on the selection list. The PO item can be deleted, even if the full quantity ordered has not been delivered. If an underdelivery lies outside the tolerances, you can set the indicator manually either in the goods receipt or in the PO item so that the PO item is viewed as being a completed delivery.
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Shelf Life Expiration Date Check
Site Site Shelf Shelf life life expiration expiration date date check check activated activated ??
Record goods receipt ED
Date of manufacture
Article Article Actual ED = date of production + total shelf life
Movement Movement type type Enter/check Enter/check expiration expiration date/ date/ date date of of production production ? ?
50 days
Actual ED is determined Planned ED = posting date + remaining shelf life
System System message message •• Error Error •• Warning Warning •• None None
Total shelf life
Remaining shelf life 30 days
Actual ED < planned ED?
SAP AG 2003
An article's expiration date can only be checked if: - The minimum remaining shelf life is maintained in the article master record - The shelf life expiration date check has been activated in the site - The shelf life expiration date check has been activated for the type of movement (goods receipt) If the shelf life expiration date check has been activated, then at the goods receipt stage you must: - Enter the expiration date or - Enter the production date if a total shelf life has already been entered for the article. At the goods receipt stage, the system checks whether the remaining shelf life is sufficient. If it is not sufficient, then depending on the settings of the system, a warning or error message will appear. When the goods receipt is posted, the expiration date is recorded in the article document. When the expiration date is calculated, you can set a rounding rule in the article master which determines whether: - You round to the beginning of the period - You round to the end of the period - Not at all.
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Posting Goods Receipt to GR Blocked Stock
Released to warehouse Goods accepted provisionally (GR blocked stock)
OR
Goods Goods receipt receipt
Return to vendor PO history updated
GR blocked stock updated
SAP AG 2003
Merchandise accepted provisionally (for example, damaged articles or unexpected deliveries) is posted to GR blocked stock. This means: - Quantities are posted to the stock - No article evaluation is carried out - The transaction is recorded in the PO history. If the acceptance conditions are fulfilled, then the article can be released and evaluated. If the merchandise has to be returned to the vendor, then it can be taken out of the GR blocked stock and sent back to the vendor. An article document is created in this process and the PO history updated. Articles released from the GR blocked stock can be transferred to the following stocks: - Restricted-use stock - Unrestricted-use stock - Stock in quality inspection - Blocked stock (valuated) These are the results of releasing articles from the GR blocked stock: - Article and FI documents are created - The entire valuated stock is updated - PO and the PO history are updated - The G/L accounts are updated
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Putaway Process in Lean WM
At the conclusion of this topic, you will be able to:
Set up a lean WM system in your warehouse.
Use lean WM for putaway and create a transfer order for putaway.
SAP AG 2003
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Structures in Lean WM
MM Warehouse: New York
Site Site Storage Storage loc. loc.
Stock
Storage loc. 0001
Storage loc. 0002
WM 042
Warehouse Warehouse no. no. Storage Storage type type Door Door Staging Staging area area Areas Areas
(optional) (optional)
Fixed Fixed storage storage bin bin
902
088 360 Door 1
Door 2 Zone A
Aisle 2
Aisle 1 12-6-54
......
Hall 4 4-23-89
SAP AG 2003
You can carry out picking with transfer orders using lean warehouse management (WM) even if no storage bins are managed in the system. No goods receipts or issues are processed in WM as a subsequent process when using Lean WM. This means that bin dates and stocks are not updated on a storage bin level with quantities. Instead, this updating is done on a storage location level.
No storage bins are managed in lean WM, but you can allocate a fixed storage bin to the article in the article master and it will then be printed onto the transport order for the information of the picker.
Essentially the lean WM processes are the same as the standard WM. You work with deliveries and create transport orders for these deliveries. The other WM structures (storage types, doors, staging areas, storage areas) can be mapped out in lean WM in just the same way as in WM (see Unit 2 Basic Concepts).
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Setting Up Structures in Lean WM
MM Site Site Storage Storage loc. loc.
WM
1 Inventory Management
2 Control warehouse number in lean WM
Storage Storage type type Door Door Staging Staging area area
4
Areas Areas
5
Fixed Fixed storage storage bin bin
Lean Lean WM WM activated activated
Details Details of of performance performance data data
Warehouse Warehouse no. no.
(optional) (optional)
3
Site Site
Goods Goods receipt receipt area area
Fixed Fixed storage storage bin bin
Shipping Shipping area area
X
Difference Difference interface interface
Picking Picking area area Fixed Fixed storage storage bin bin
Article Article
SAP AG 2003
To produce an efficient procedure for goods receipt and goods issue processing in your warehouse, you can define and link up the following organizational units: The entire warehouse structure is managed under one warehouse number. This number reflects the warehouse complex. The various warehouses may have different organizational and technical features that are defined as storage types. In a lean WM-managed warehouse, there always has to be at least the following storage types: - Goods receipt area (only in lean WM for putaway) - Fixed-bin storage - Shipping area and - Difference interface In lean WM, you can manage picking areas separately from deliveries. To do this, you need to assign the picking area and the storage bin to the article. Unlike full WM, in lean WM, no dynamic storage bin determination and no stock administration is carried out in the storage bins. A fixed storage bin can, however, be recorded in the picking document if it is maintained in the article master (DC Logistics view). Lean WM can be used for putaway and picking. You need to set the activation level of the warehouse management to 1 for this.
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Putaway Process in Lean WM Inventory Management Purchase order
Warehouse Management System
Inbound delivery
Post Post difference difference
Transfer order
Difference ?
Corrections?
Goods Goods receipt receipt
Confirmation Confirmation of of transfer transfer order order
SAP AG 2003
Lean WM can be used for the stock removal and for the putaway processes. An inbound delivery is created in a purchase order for putaway. This inbound delivery serves as a worklist in WM for the putaway. A transfer request, which controls the physical putaway, is created for the inbound delivery. Like the picking process in lean WM, no stocks or storage bins are updated in WM. The allocation of storage bins takes place at the same time as the picking process using the movement type and the article master (fixed storage bin). The quantity is not available to MRP/RP. After confirmation of the putaway, the goods receipt is posted. Differences can be picked out straight away. Now the putaway quantity is available to MRP/RP. Customizing: The delivery item category must be relevant for picking The warehouse management activation level for a specific storage location has to allow for lean WM in putaway (1 or 4) As an alternative to the process described above, it is also possible to post the goods receipt first and then generate transfer requests for warehouse management. If differences should occur; the goods receipt posting is corrected after the transfer request has been confirmed in inventory management.
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Transfer Order (Structure)
Warehouse Warehouse
Transfer order Movement type ....
188 101 ....
Art. R100002 Site R300
Head er 1
200 PC
Source storage type/bin: 902 01-17-22 Dest. storage type/bin: 001 51-12-44 Art. R100001 Site R300
10 Car
Source storage type/bin: 902 09-1733 Dest. storage type/bin:004 33-64-28 • • • •
•
•
•
•
•
•
•
•
•
•
•
n Items
SAP AG 2003
• Article with short text • Quantity to be transferred • Site (DC) • Source storage type/bin • Destination storage type/bin • Storage unit type • Confirmation indicator • ...
A transfer order (TO) is an SAP WM document that documents an instruction to transfer articles within the warehouse complex. A TO is assigned to just one warehouse number in the organizational structure of the warehouse. This number identifies an entire warehouse complex and is used to connect a storage location of a site to SAP WM. A TO consists of a header and one or more items. The following data is included in the TO header: warehouse number TO number TO creation date and time movement type (which relates to all the TO items) TO reference data (for example, the number of a transfer requirement or a SD document) confirmation indicator and confirmation date. The following data can be entered for each TO item: the article to be transferred with short text the quantity of the article (from the item) to be transferred the site (DC here) where the transfer is taking place Source and destination storage type and bin a storage unit type a confirmation indicator
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• Warehouse number • Transfer order no. • Creation date/ time • Movement type • Reference data • Confirmation indicator/date • ...
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Goods Receipt: Unit Summary
You are now able to:
Carry out the goods receipt process from the delivery of the goods to transferring them to the stock in a storage location.
Set up the delivery process in a Lean WM managed storage location.
SAP AG 2003
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Exercises Unit: Goods Receipt Process Topic: Confirmation Documents At the conclusion of these exercises, you will be able to: •
Create confirmation documents, shipping notifications and rough goods receipts in the system
•
Explain the settings in Customizing for confirmation documents
•
Find the confirmation control key in the master data.
After you have sent your purchase order to the vendor, you receive a confirmation from them in the form of a shipping notification. You record this in the system with reference to your PO. The delivery note data should also be created to make the invoice verification easier. 1-1
Create a purchase order for your vendor. 1-1-1 Choose Purchasing Purchase order Purchase Order Vendor known to create a PO using the following data:
Create
Standard purchase order Vendor: TS1## Purchasing organization: R300 Purchasing group: R30 Item overview (expand) Article: TA03## 10 Car Delivery date: One week from today Site: T7## Article: TA04## 10 Car Delivery date: One week from today Site: T7## 1-1-2 Which confirmation control key is used as the default for the individual article items? TA03##_______________________________________________ TA04##_______________________________________________
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1-1-3 Where does this default value come from? ______________________________________________________ 1-1-4 Generate the purchase order and make a note of the number: ______________________________________________________ 1-2
In response to your PO, the vendor sends you a shipping notification with the number 2304##, in which the goods for the inbound delivered are listed. 1-2-1 Enter this information by creating a delivery for your purchase order. The articles will be available to you in one week from today at 15:00. Ensure that you also enter the number of the shipping notification (2304##) as an “ External ID”.
1-3
The merchandise that you ordered is delivered with the delivery note 4711##. Vendor: TS1## Delivery note Article
No: 4711##
for shipping notification no: 2304##
Quantity
TA03##
8 Car
TA04##
10 Car
1-3-1 Use the delivery note to create the rough goods receipt for your purchase order. When doing so, refer to the shipping notification that you have received that has already been entered in your system as an inbound delivery. It can be identified by using the vendor’s shipping notification number (enter 2304## in the field External ID). 1-3-2 Enter the vendor’s delivery note number (4711## ) to be able to find the delivery note more easily in future. 1-3-3 Which delivery type is in the document you have just created? ______________________________________________________ 1-3-4 Check the individual defaulted items. Does the delivery note data match the data defaulted by the system from the shipping notification? ______________________________________________________ 1-3-5 Change the first delivery note item quantity as needed and save your rough GR. Rough GR number:__________________________________
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1-4*
Look at the purchase order created in 1-1-4. 1-4-1 In the PO how do you find out which confirmation documents already exist for the PO items? ______________________________________________________ 1-4-2 Does the system take into account the information from the confirmations in requirements planning? ______________________________________________________
1-5*
Now take a closer look at the technical background. 1-5-1 Which confirmation categories are for rough GR and for shipping notification? ______________________________________________________ 1-5-2 Which delivery type is allocated to the rough GR confirmation category using the internal confirmation type? Compare this to the rough GR delivery type in 1-1-3. ______________________________________________________ 1-5-3 Look at the confirmation sequence for the confirmation control key 0003. Which indicator ensures that shipping notifications as well as rough GR are taken into account in requirements planning? ______________________________________________________
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Exercises Unit: Goods Receipt Process Topic: Goods Receipt At the conclusion of these exercises, you will be able to: •
Use checks and controls for GR
•
Post a goods receipt with items to be returned on a PO
•
Explain the consequences of posting a GR
The merchandise is delivered to your DC. You run various checks and controls.
2-1
You check and count the merchandise that has been delivered and post the GR for your PO. In doing so, you use the delivery note quantities to check your delivery. 2-1-1 Create the goods receipt from vendor TS1## with an unknown PO number ( for for a different reference) reference) for distribution center T7##. Use movement type “Goods type “Goods receipt for PO to warehouse”. You post the goods receipt with reference to the previous rough goods receipt as a preceding document. The preceding document is identified by the vendor's delivery note number (4711##) . 2-1-2 Which quantity does the system default for the individual articles? ______________________________________________________ __________________________ ____________________________ 2-1-3 The article quantities in TA04## should be posted to the quality inspection stock (stock type X). 2-1-4 Select both items. items. You assume that there will be no subsequent subsequent delivery of the two missing cartons of article TA03##. How do yo u ensure that the relevant items in the purchasing documents are flagged as being completed? ______________________________________________________ __________________________ ____________________________ 2-1-5 Save the GR posting and note the number of the article document: ______________________________________________________ __________________________ ____________________________
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2-1-6* Display the article document in your system. What other (accounting) documents were created/updated as a result of posting? ______________________________________________________ __________________________ ____________________________ 2-1-7* Go to the PO list display and display all the PO scope ( scope of list : BEST) for site T7## for which there are open GRs (selection parameter WE101). Is your PO displayed? ______________________________________________________ __________________________ ____________________________ 2-2
You decide that in the future the delivery-completed indicator will be automatically defaulted by the system if delivery quantity discrepanc ies lie within certain tolerance limits. If the discrepancies go over these tolerance limits, then a warning message will appear on your screen. 2-2-1 Where can you create the tolerances for over and underdeliveries of articles? ______________________________________________________ __________________________ ____________________________ Allow for a 10% under-delivery of article TA03## from vendor TS1##. 2-2-2 Make the settings in in Customizing Customizing to set the delivery-completed indicator automatically for your site T7##. Which conditions need to be fulfilled for the delivered quantity so that the system automatically sets the d elivery completed indicator (F1 Help)? ______________________________________________________ __________________________ ____________________________ ______________________________________________________ __________________________ ____________________________ Purchase order order Purchase Order Order 2-2-3 Choose Purchasing Vendor known to create a PO using the following data:
Create
Standard purchase order Vendor: TS1## Purchasing organization: R30 Item overview (expand) Article: TA03## 200 Car Delivery date: One week from today Site: T7## Make a note of the purchase order number. ______________________________________________________ __________________________ ____________________________ 2-2-4 Enter a GR with the movement type 101 for for this PO with a delivered quantity of 179 cartons. What is the number of the system message that is displayed? ______________________________________________________ __________________________ ____________________________ 2-2-5 Where in the system do you make make the setting setting so that overdelivery beyond the tolerance limits causes the above system message to appear? ______________________________________________________ __________________________ ____________________________ ______________________________________________________ __________________________ ____________________________ © SAP AG
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2-2-6 Change the entry quantity to 180 cartons and check in the item details whether the delivery completed indicator has been set automatically.
If you wish to complete the final optional exercise, do not save any data yet. 2-2-7* You want to give the driver a damaged box containing article TA03## to be returned to the vendor and record it in your system. To do this, choose Edit W/o purchase order Enter and enter a new item with the movement type 161 for site T7## and storage location 0001. 2-2-8* Go to the overview. Which PO number does the second item have? ______________________________________________________ __________________________ ____________________________ 2-2-9* Save the GR posting and look at the article document. What is the PO number for the second item now? ______________________________________________________ __________________________ ____________________________ 2-2-10*Which setting in Customizing is necessary to generate a subsequent PO if you enter an item without a reference document for the goods receipt? ______________________________________________________ __________________________ ____________________________ ______________________________________________________ __________________________ ____________________________ Check this for movement type 161. 2-3
You want to check the expiration date of article TA01## for GR in future. 2-3-1 When you are posting a GR, the article TA01## should have a shelf life of one year. Make the appropriate settings. 2-3-2 The shelf life should should be checked for the article when a goods receipt receipt is posted with the movement type 101 in your DC T7##. Ensure that the relevant settings Purchasing Purchase order order Purchase have been made. 2-3-3 Choose Purchasing Order Create Vendor known to create a PO using the following data: Standard purchase order Vendor: TS1## Purchasing organization: R300 Purchasing group: R30 Item overview (expand) Article: TA01## 100 Car Delivery date: One week from today Site: T7## Make a note of the purchase order number. ______________________________________________________ __________________________ ____________________________
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2-3-4 Post a GR with the movement type 101 for site T7##. Now enter the expiration date of the article. Enter a date two months from today. What message do you get from the system? ______________________________________________________ __________________________ ____________________________ 2-4
The two missing cartons of article TA03## from the PO in 1-1-4 are still going to be delivered. Since you are not sure whether you still still want the merchandise, merchandise, you post it to GR blocked stock. 2-4-1 Which movement type do you select to post the merchandise to GR blocked stock? ______________________________________________________ __________________________ ____________________________ 2-4-2 Post the GR with this movement type and with reference to the PO in 1-1-4. 2-4-3 Display the the article article document. Were any FI (accounting) documents created? ______________________________________________________ __________________________ ____________________________
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Exercises Unit: Goods Receipt Process Topic: Putaway Process in Lean WM At the conclusion of these exercises, you will be able to: •
Localize the lean WM settings
•
Link a storage location with a warehouse number
•
Make the settings to carry out the putaway in a warehouse that uses lean WM
•
Post a putaway to a fixed storage bin
Your DC has fixed storage bins for articles. a rticles. From now on you use transport orders to organize the transfer of merchandise at GR from the GR area to these storage bins.
3-1
First, check the settings for warehouse number L##. 3-1-1 Where in Customizing can you define that lean WM is active for a certain warehouse number? ______________________________________________________ __________________________ ____________________________ ______________________________________________________ __________________________ ____________________________ 3-1-2 Check the settings for warehouse L## (do not make any changes here). Is lean WM active for L##?
3-2
From now on, you want to manage the new storage location 0005 using lean WM in the DC T7##. 3-2-1 In DC In DC T7##, link the storage the storage location location 0005 with the warehouse number L## and assign the lean WM to the plant/storage location - warehouse number. In doing so, you will be using lean WM at the putaway and picking stages of deliveries. Storage type 005 should be used as the picking warehouse category.
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3-2-2 You want to assign a fixed storage bin to two more articles in your DC T7##. Where can you make this setting? ______________________________________________________ ______________________________________________________ Assign the following storage bins to the articles in DC T7##: Article
DC
Storage loc.
Storage bin
TA03##
T7## 0005
05-01-##
TA04##
T7## 0005
05-02-##
3-2-3 Since from now on you want to work with inbound deliveries, you set up a confirmation control key ANLI for the vendor TS1## in the purchasing organization R300 for both articles. 3-3
Now create a PO to test your settings. 3-3-1 Choose Purchasing Purchase order Purchase Order Vendor known to create a PO using the following data:
Create
Standard purchase order Vendor: TS1## Purchasing organization: R300 Purchasing group: R30 Item overview (expand) Article: TA03## 10 Car Delivery date: One week from today Site: T7## Article: TA04## 10 Car Delivery date: One week from today Site: T7## 3-3-2 For both articles, check in the item details that the storage location 0005 and the confirmation control key ANLI are both defaulted. Where do these default values come from? ______________________________________________________ If other default values appear for the storage location and the confirmation control, change them accordingly.
Save your PO and note the number: ______________________________________________________ 3-4
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The articles have now been delivered to your warehouse and you post the inbound delivery so that you can create a transfer order later to transfer the articles within the warehouse. IRT340
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You can access all the relevant points in the menu by choosing Merchandise Logistics Logistics Execution Goods Receipt Process 3-4-1 Create an inbound delivery using collective processing purchase orders for the PO you created in 3-3-2. Make a note of the inbound delivery number: ______________________________________________________ 3-4-2 Display the document that has been created. Which WM activities status do the two items have? ______________________________________________________ Into which warehouse (warehouse number) should the two articles be transferred? ______________________________________________________ 3-4-3 Which document should you create next? ______________________________________________________ 3-5
The articles have been delivered and now you need to organize the internal transfer in the warehouse. In order to be able to use lean WM for putaway, you need to make some more settings in Customizing for your warehouse. 3-5-1 First, you have to determine a storage type “Goods receipt zone” for your Warehouse Management warehouse. In the IMG under Logistics Execution Master Data, define the storage type 902 as goods receipt zone for your warehouse L##. 3-5-2 So that the goods can be transferred within the warehouse, you need to assign a relevant movement type to the transfer. Which movement type is defined for GR in your warehouse? ______________________________________________________ 3-5-3 In the detailed data for this assignment, you can make a setting so that goods are put away from storage type “GR area” to storage type “fixed storage bin ”. The system should determine the fixed storage bin of the article for the fixed storage bin. Make the appropriate settings.
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3-6
After you have made the appropriate settings in Customizing you can create the corresponding documents in the application. 3-6-1 Enter a transfer order using the delivery monitor for the inbound delivery you created in 3-4-1. 3-6-2 Find and display the transfer order number from the document flow for the inbound delivery. Which source storage type is determined? ______________________________________________________ Which destination storage type is determined? ______________________________________________________ Are the articles fixed storage bins displayed on the document and do they match up with those you allocated to the articles in 3-2-2? ______________________________________________________
3-7
Display the inbound delivery. 3-7-1 Which putaway status and which WM activities status do the two items have? Putaway status:__________________________________________ WM activities status: __________________________________ Which activity has not started yet? ______________________________________________________ 3-7-2 Post the GR for your inbound delivery. 3-7-3 Display the document flow for the inbound delivery. Which documents are listed?
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Solutions Unit: Goods Receipt Process Topic: Confirmation Documents
1-1
Create a purchase order 1-1-1 MENU: Purchasing Purchase order Vendor/Supplying Site Known
Purchase Order
Field name or data type
Values
Vendor
TS1##
Create
Tab strip: OrgData Field name or data type
Values
Purchasing org.
R300
Purch. group
R30
[Enter]
Item overview: Field name or data type
Values
Article
TA03##
PO quantity
10
Deliv. date
One week from today
Site
T7##
Article
TA04##
PO quantity
10
Deliv. date
One week from today
Site
T7##
1-1-2 Item details; tab: Confirmations Field: Conf.Control: Shipg. not./rough GR 1-1-3 This value is defaulted from the article master Purchasing view. Save 1-1-4 Purchase order Number:______________________________________________
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1-2
Create a shipping notification 1-2-1 MENU: Merchandise logistics
Goods receipt
Inbound delivery
Field name or data type
Values
Vendor
TS1##
Purchase order
See 1-1-4
Delivery date
One week from today
Create
15:00 External ID [Enter] Inbound delivery 1-3
2304##
Save
Create a rough GR 1-3-1 MENU: Merchandise logistics
Goods receipt
Field name or data type
Values
Vendor
TS1##
Site
T7##
Rough GR
Create
In subscreen: Find inbound delivery External ID
2304##
[Enter] 1-3-2 Field name or data type
Values
DelivNote No
4711##
Header details 1-3-3 Header The delivery type is ‘EG rough goods receipt’ Edit Back, to get to the item overview
1-3-4 For article TA03##, the quantity differs from the delivery note’s (8) planned quantity. 1-3-5 Change the quantity to 8 in the field DelivNoteQty for article TA03##. Rough GR Save Confirm the message with [Enter] . Number:______________________________________________
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1-4
MENU: Purchasing Purchase order Purchase Order Enter the PO number and select [Enter]
Display
1-4-1 In the item details Tab: Confirmations 1-4-2 Since the field (MRP relevant) has been selected, the details will be taken into account in requirements planning. 1-5*
IMG: Materials Management Purchasing
Confirmations
1-5-1 Define External Confirmations Categories Rough GR: Shipping Notificat.:
GW LA
1-5-2 Define Internal Confirmations Categories The delivery type EG is assigned to the rough GR. 1-5-3 Set up Confirmation Control Select Confirmation 0003 and choose [Confirmation Sequence] The indicator MRP relev. guarantees that the shipping notification and the rough GR are taken into consideration in requirements planning.
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Solutions Unit: Goods Receipt Process Topic: Goods Receipt
2-1
Posting the goods receipt 2-1-1 MENU: Merchandise logistics
Goods receipt
Field name or data type
Values
Movement type
101
Site
T7##
Goods receipt for other reference
In subscreen Find POs for preceding documents DelivNoteNo
4711##
[Enter] 2-1-2 The quantities from the existing rough GR are defaulted for the articles: TA03## 8 Car TA04## 10 Car 2-1-3 For article TA04## check the box in column ‘S’ for the stock type indicator. Item(s) Adopt + details 2-1-4 Edit In the ‘Qty in’ view for article TA03##, set the indicator to Deliv. compl . Confirm the message with [Enter] . Post 2-1-5 Goods receipt Article document number:_______________________________
2-1-6* MENU: Merchandise logistics Inventory management Display [Enter] Environment ### Accounting docs
Article document
An FI document was created in addition to the article document.
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2-1-7* MENU: Purchasing vendor
Purchase order Purchase Order
Field name or data type
Values
Vendor
TS1##
Scope of list
BEST
Selection parameters
WE101
Site
T7##
List Displays
By
Although the goods receipt for article TA03## was not complete, the document will no longer be carried as open since you have flagged it as delivery completed. 2-2
Automatic default for delivery completed indicator. 2-2-1 You can maintain the tolerances for over and underdelivery of an article in the purchasing view of the article master. MENU: Master data Article data Article ### Change Field name or data type
Values
Article
TA03##
Purchasing org.
R300
Vendor
TS1##
Select the view Purchasing [Enter] Field name or data type
Values
Underdel. tol.
10
Article
Save
2-2-2 IMG: Materials Management Inventory `Management and Physical Inventory Goods Receipt Set “Delivery Completed” Indicator Set the Del. compl. default indicator for site T7##. Tables view Save
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2-2-3 MENU : Purchasing Known
Purchase order
Purchase Order
Field name or data type
Values
Vendor
TS1##
Create
Vendor
[Enter] Tab: Org. data Field name or data type
Values
Purchasing org.
R300
Purch. group
R30
Item overview: Field name or data type
Values
Article
TA03##
PO quantity
200
Deliv. date
One week from today
Site
T7## Purchase order Save ______________________________________________ Number
2-2-4 MENU: Merchandise logistics
Goods receipt
Field name or data type
Values
Movement type
101
Purchase order
See 2-2-3
Goods receipt for purchase order
[Enter]
Change quantity to 179 Edit Item Adopt Double click on the warning message. The message number is: M7 021 2-2-5 In a second session: IMG: Materials Management Inventory Management and Physical Inventory Define Attributes of System Messages [Settings for System Messages] Table view Change Display Using the message category, you control whether the message appears as a warning or error message, or no message at all.
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2-2-6 In the first session (Create goods receipt) Change the quantity to 180 [Enter] Double-click on the item to see that it has been flagged with the Deliv.Compl. indicator.
If you wish to complete the final optional exercise, do not save any data yet. 2-2-7* Edit
W/o purchase order
Enter...
Field name or data type
Values
Movement type
161
Site
T7##
Storage loc.
0001
[Enter] Field name or data type
Values
Vendor
TS1##
Article
TA03##
Quantity
1
UnE
Car
Overview 2-2-8* Go to The second item has (dummy)PO number 9999999999 . Goods Receipt
Post
MENU: Merchandise logistics Display [Enter]
Inventory management
Article document
2-2-10* IMG: Materials Management Inventory Management and Physical Inventory Goods Receipt Create Purchase Order Automatically For the movement type, you can make settings so that a purchase order is created in the background.
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2-3
Expiration date 2-3-1 MENU: Master data → Article data → Article ### Change Field name or data type
Values
Article
TA01##
Select the view Basic Data [Enter] Field name or data type
Values
Remaining shelf life
365
Article
Save
2-3-2 IMG: Materials Management Inventory Management and Physical Inventory Goods Receipt Set Expiration Date Check [Site] The field BBD/ProdDT is selected for your DC T7## [Movement type] For movement type 101: column Check SLExpDate = 1; (Enter and check)
Do not change these settings.
2-3-3 MENU : Purchasing Known
Purchase order
Purchase Order
Field name or data type
Values
Vendor
TS1##
Create
Vendor
[Enter] Tab: Org. data
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Values
Purchasing org.
R300
Purch. group
R30
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Item overview: Field name or data type
Values
Article
TA01##
PO quantity
100
Deliv. date
One week from today
Site
T7## Purchase order Save ______________________________________________ Number
2-3-4 MENU: Merchandise logistics
Goods receipt
Field name or data type
Values
Movement type
101
Purchase order
See 2-3-3
Goods receipt for purchase order
[Enter] Edit
Item(s)
Adopt + details
Field name or data type
Values
Prod. Dt/Exp.Dt
Two months from today
You get the following message: Short fall of...days against remaining shelf life in current item (365 Day) The calculated remaining shelf life is therefore insufficient (cf. Article Master). 2-4
Posting in GR blocked stock 2-4-1 Movement type 103 (Goods receipt for purchase order into GR blocked stock)
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2-4-2 MENU: Merchandise logistics
Goods receipt
Field name or data type
Values
Movement type
103
Purchase order
See 1-1-5
Goods receipt for purchase order
[Enter] Select item Edit Item(s) Goods receipt
Adopt + details Post
2-4-3 MENU: Merchandise logistics Inventory management Display [Enter] Environment Accounting docs No FI document was created.
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Solutions Unit: Goods Receipt Process Topic: Putaway Process in Lean WM
3-1
Settings for the warehouse numbers 3-1-1 IMG: Logistics Execution Shipping Picking Lean WM parameters and number ranges f. warehouse no.
Define control
3-1-2 Select [Define control parameters and number ranges f. warehouse no.] and the details screen for the warehouse number L##. (Field ‘Lean WM active’) Do not change.
3-2
For distribution center T7## define storage location 0005 as a lean WM managed storage location: 3-2-1 MENU: Master data
Site data
Site
Display
Site: T7## Customizing
For site
Double click on the line: Assign warehouse number to site/storage location Double click on view name: V_T320 [New entries] Field name or data type
Values
Site:
T7##
SLoc:
0005
WhN:
L## Table view
Save
Double-click on view name: V_T3202 Enter the following data for the combination T7##, 0005, L## :
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Field name or data type
Values
Degree of activation:
1
Stor. type for picking in lean WM:
005
Table view
Save
3-2-2 Assign a fixed storage bin in the Article Master in the view: Logistics Distribution Center Master data
Article data
Article
Field name or data type
Values
Article:
TA03##
Distr. center:
T7##
Change
View: Select Logistics Distribution Center [Enter]
Enter the following in the field group Storage data:
Field name or data type
Values
Storage loc.
0005
Storage bin
05-01-##
Article
Save
Master data
Article data
Article
Field name or data type
Values
Article:
TA04##
Distr. center:
T7##
Change
View: Select Logistics Distribution Center [Enter]
Enter the following in the field group Storage data:
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Field name or data type
Values
Storage loc.
0005
Storage bin
05-02-##
Article
Save
3-2-3 Maintain confirmation control key: Master data
Article data
Article
Field name or data type
Values
Article:
TA03##
Purchasing org.
R300
Vendor
TS1##
Change
Select the Purchasing view [Enter]
Enter in the field group Data for each vendor/purchasing organization/site: Field name or data type
Values
Conf.control
ANLI
Article
Save
Master data
Article data
Article
Field name or data type
Values
Article:
TA04##
Purchasing org.
R300
Vendor
TS1##
Change
Select the Purchasing view [Enter]
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Enter in the field group Data for each vendor/purchasing organization/site: Field name or data type
Values
Conf.control
ANLI
Article
3-3
Save
Create a purchase order. 3-3-1 MENU: Purchasing Purchase order Vendor/Supplying Site Known
Purchase Order
Field name or data type
Values
Vendor
TS1##
Create ###
Tab strip: OrgData Field name or data type
Values
Purchasing org.
R300
Purch. group
R30
[Enter]
Item overview: Field name or data type
Values
Article
TA03##
PO quantity
10
Deliv. date
One week from today
Site
T7##
Article
TA04##
PO quantity
10
Deliv. date
One week from today
Site
T7## [Enter]
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3-3-2 The following values must be entered for both items (default values from the Article Master): Field name or data type
Values
Stor. loc. (item overview)
Storage loc. Gr.## (0005)
Conf. control (Item; Tab: Confirmations)
Inbound delivery
If other default values appear for the storage location and the confirmation control, change them accordingly.
Purchase order
Save
Purchase order number ______________________________________________________
3-4
Create an inbound delivery 3-4-1 MENU: Merchandise logistics Logistics execution Inbound Process Goods Receipt for Inbound Delivery Inbound Delivery Create Collective Processing of Purchase Orders Field name or data type
Values
Site
T7##
Document number
PO number (see 3-3-2)
Delivery date to
One week from today
Deselect Test run Program
Execute
Note number of inbound delivery ______________________________________________________ and confirm message with [Enter]
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3-4-2 MENU: Merchandise logistics Logistics execution Inbound Process Goods Receipt for Inbound Delivery Inbound Delivery Display Single Document Enter the inbound delivery number and confirm with [Enter] Double click on the items, tab: Stock Placement WM status: A (WM trnsf order reqd) Warehouse number: L## 3-4-3 For the next document a (WM) transfer order needs to be created. 3-5
IMG: Logistics Execution
Warehouse Management
Warehouse Management 3-5-1 IMG: Logistics Execution Data Define storage type
Master
[New entries]
Field name or data type
Values
Warehouse no.
L##
Storage type
902 GR area
Tables view
Save
3-5-2 IMG: Logistics Execution Warehouse Management Define Movement Types
Activities
Transfers
The movement type 101 has been defined for the goods receipt for warehouse number L##.
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3-5-3 Select line L## /101 Goto Details Field name or data type
Values
Src
902
Dest
005 Select indicator FxdBn Tables view
3-6
Save
Create a transfer order 3-6-1 MENU: Merchandise logistics Logistics execution Inbound Process Goods Receipt for Inbound Delivery Putaway Create Transfer Order Via Inb.Delivery Monitor Field name or data type
Values
Inbound delivery
Inbound delivery number See 3-4-1
Program
Execute
Select line Subsequent functions
Create transfer order
Confirm dialog box with [Enter] 3-6-2 MENU: Merchandise logistics Logistics execution Inbound Process Goods Receipt for Inbound Delivery Inbound Delivery Display Single Document Environment
Document flow
WMS transfer order number: ______________________ Merchandise logistics Logistics execution Inbound Process Goods Receipt for Inbound Delivery Putaway Display Transfer Order ### Single Document
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Field name or data type
Values
Transfer order no.
See above
Warehouse no.
L##
Tab: From-data: From storage type: Tab: To data: To storage type:
902 005
The fixed storage bins are on the To data tab. 3-7
MENU: Merchandise logistics for Inbound Deliveries
Logistics execution Inbound Process Goods Receipt Inbound delivery Display Single Document
3-7-1 Select both items Goto Item Processing Putaway status:
C (Compl. put away)
WM activities status: C (WM trsf ord confirmd) Which activity has not yet started?
Goods receipt
3-7-2 MENU: Merchandise logistics Logistics execution Inbound Process Goods Receipt for Inbound Delivery Post Goods Receipt Collective Processing Via Inb.Delivery Monitor Field name or data type
Values
Warehouse no.
L##
Program Execute Select delivery Subsequent functions Post goods receipt Confirm actual goods receipt date with [Enter] Logistics execution Inbound Process 3-7-3 MENU: Merchandise logistics Goods Receipt for Inbound Delivery Inbound Delivery Display Single Document Environment
Document flow
The documents displayed are the shipping notification, the transfer order and the GR document.
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Inventory Management
Contents:
Stock overview
Goods movement
SAP AG 2003
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Inventory Management: Unit Objectives
At the conclusion of this unit, you will be able to:
Explain what inventory management is and alter the stock list according to your requirements.
Carry out different goods movements and explain what the control options are.
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Course Overview
1
Course Overview
2
Basic Concepts
3
Goods Receipt Process
4 Inventory Management 5 Goods Issue Process 6
Merchandise Distribution
7
Summary
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Inventory Management: Business Scenario
In order to run a quality check, you need to do a transfer posting for some articles. They need to be transferred into a stock type where they will not be available for sale during this checking period. However, the articles can still be seen in the stock overview. You can do the stock transfers in your stores by using stock transfer orders.
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Embedding Inventory Management in Logistics Requirements planning
External vendor Purchasing Invoice verification
Inventory Management
Goods Goods receipt receipt Invoice Invoice receipt receipt
Transfer Transfer posting posting Goods Goods issue issue
Shipping Shipping
Internal and external financial accounting
Billing Billing
SAP AG 2003
In the SAP Retail system, the different steps in the logistics process are carried out in various components. The different areas are closely related to one another and are linked by the document flow. The logistics process is split into article flow and value flow. The materials management (MM) takes over the article planning using requirements planning, which contains different requirements, for example, from customer requests. These requirements are passed on to procurement and are fulfilled by purchasing. Inventory Management (IM) is used for transactions that lead to stock changes such as goods receipts, goods issues, reservations, transfer postings and stock transfers. The Warehouse Management system (WM) is integrated into the article flow and maps complex warehouse structures and warehouse movements. The processing of logistics procedures in Logistics Execution (LE) continues through Shipping and ends in billing. Billing is integrated in internal and external financial accounting (FI and CO). In Invoice Verification, the value flow is updated and the information from goods receipt, purchase order and goods issue is consolidated.
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Stock Overview: Topic Objectives
At the conclusion of this topic, you will be able to:
Name the various stock levels in the stock overview.
Set the display for stock lists.
Explain the advantages of logistical variants in inventory management.
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Stock Overview
Client Client 400 400 4600 Pieces 4600 Pieces
Client Client
Company Company code code
CC CC R100 R100 2500 2500 Pieces Pieces
CC CC R300 R300 2100 2100 Pieces Pieces
Site group
Group R310 1200 Pieces
Group R312 2100 Pieces
Site Site
Site Site R311 R311 1200 Pieces 1200 Pieces
Site Site R312 R312 900 Pieces 900 Pieces
Storage Storage loc. loc.
Storage Storage loc. loc. 0001 0001 300 300 Pieces Pieces
Storage Storage loc. loc. 0002 0002 600 600 Pieces Pieces
SAP AG 2003
The article stock is displayed in the individual organizational levels in the stock overview. The quantities posted for a specific stock type are added up for each organizational unit. In addition to the client, company code, site and storage location organizational units, it is also possible to have a stock overview of batches/valuation type and special stocks (for example, consignment article). The stock overview is a static representation of the article stocks. This means that only the current stock levels are displayed. Goods receipts and issues planned for the future are not displayed in this list. Using the menu bar, you can, however, call up further information functions. You can view a stock overview in different display versions that vary according to the listing and sequencing of the individual stock types. You can determine which stocks appear in the individual columns and in what sequence the columns are displayed using the system administration in inventory management Customizing.
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Defining the Stock List Display
Display Display version version
Rules Rules for for displaying displaying stock stock
...
Basic list
Window 2 Window 1
Stock type1
Stock type 2
100
0
Site
Stock type 3
20
Details Details screen screen for for displaying displaying stock stock
Individual list Stock type
... ...
Stock 100
SAP AG 2003
The stock lists can be distinguished in the SAP Retail system by version numbers. You can open several windows for each version number to display different stock lists. You can also define a maximum of three different stocks for each window (for example, return blocked stock or unrestricted use stock). 1. Under display version, enter a version number for each version. 2. Under rules for displaying stock, assign the stocks in the columns of the window to a version number you want to open. 3. Under detail screen for displaying stock, define the additional stock qualifications. Stock qualifications clearly identify a specific material warehouse stock, for example, stock in quality inspection, returns stock, and so on. If you call up the stock list, you can select the relevant display version in the selection screen.
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Units of Measure (UoM) in Inventory Management
Facecream
Unit Unit of of measure measure for for
Base unit of measure: piece = inventory inventory management management
4
12
72
Alternative units
Sales UoM
Delivery UoM
Order UoM
SAP AG 2003
Base unit of measure: Inventory management is carried out in this unit of measure. The base unit of measure is the smallest possible unit that the article can be sold in. Order unit of measure: The unit of measure in which the article is usually ordered. It can be maintained for each vendor. Sales unit of measure: The unit of measure in which the article is usually sold to customers. This is normally the base unit of measure for end consumers. The sales unit is maintained for each distribution chain. Delivery unit of measure/Unit of issue: The unit of measure in which the article is usually delivered (goods issue). It can be maintained for each site. EAN: An EAN can be maintained for each unit of measure. Conversion: The conversion between the various units of measure must be provided.
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Inventory Management for Logistical Variants Article category: Generic article Variant-creating characteristic: Unit of measure
Characteristic value
Piece
6 Pack
24 Pack
Stock Stock per per unit unit of of measure measure SAP AG 2003
A logistical variant is a generic article variant in a certain unit of measure. You can use logistical variants to: Manage separate stocks in various article units of measure. You can store the article in a different bin for each unit of measure. If the article is ordered and delivered in different units of measure, this means you can carry out the picking process more efficiently. Plan your article requirements by unit of measure. To define logistical variants, you need to create a generic article with the variant-creating characteristic 'Unit of measure' . Enter the units of measure for which inventory is to be managed in a store or a distribution center as characteristic values. Before you do this: A characteristic must have been created with characteristic values that correspond to units of measure. The characteristic must be assigned to the merchandise category you are using (either directly or using a characteristic profile, or inherited from the merchandise category hierarchy).
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Goods Movements: Topic Objectives
At the conclusion of this topic, you will be able to:
Name various goods movements and the differences between them
Understand how to control goods movements using movement types
Distinguish between the different types of stock transfers
Make settings for stock transfers using the stock transfer orders
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Goods Movements
Storage loc. 0003 Stock in quality inspection
Vendor Vendor Unrestricted-use stock
Goods receipt
Transfer posting
Goods issue
Distribution Distribution center center Storage loc. 0002
Customer Customer Store Store
Storage loc. 0001
Store Store Storage loc. 0001
Stock transfer SAP AG 2003
A goods movement (also called article movement or stock movement) is a process that produces a change in the stock. The following types of goods movements exist: - Goods receipt (GR) Goods movement in which a goods receipt from an external vendor (or from production) is posted. A goods receipt leads to an increase in the warehouse stock. - Goods issue (GI) Goods movement in which a merchandise shipment to the customers, an article withdrawal or issue, or consumption is posted. A goods issue leads to a decrease in the warehouse stock. - Stock transfer A stock transfer consists of removing articles from one storage location and putting them away in another storage location. Stock transfers can take place either within the same site or between two sites (distribution centers or stores). - Transfer posting A transfer posting is a general term for stock transfers and changes to an article's stock identification or category. It is irrelevant whether the posting relates to a physical movement or not. You need to enter a movement type when you create a stock movement to differentiate between the individual goods movements. The goods movement type is a three-character key that is used to identify a goods movement.
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Transfer Posting Storage loc. 0001
Goods Goods receipt receipt
Stock in quality inspection 1 3 2 2 3 2
349
350
Unrestricted-use stock 3 4 3 3 4 4
Blocked stock Goods Goods issue issue SAP AG 2003
Transfer postings are different from stock transfers. This is due to the fact that they are generally not linked to a physical movement of goods. Rather, they indicate a change in the stock type, or the batch number or the article number, for example. You need to enter a movement type when you create a stock movement to differentiate between the individual goods movements. The goods movement type is a three-character key that is used to identify a goods movement. The movement type controls from which stock to which stock the posting is carried out. If the movement is the other way round, then it is called a reversal movement type. Withdrawals for consumption can only be posted from unrestricted-use stock. For stock in quality inspection or blocked stock, you can only withdraw a sample, scrap a quantity or post an inventory discrepancy. If you want to withdraw goods from tblocked stock or stock for quality inspection, then you must post the stock to unrestricted-use stock first. This is also the case for stock transfers. The stock type, batch number or material number changes in transfer postings. A physical stock transfer is possible with a transfer posting. In SAP Retail, transfer postings can also be used to automatically separate or group together structured articles (sets, display and so on).
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Movement Types
Goods movement characterized by
Movement Movement type type controls
Account Account determination determination Quantity Quantity update update
Consumption Consumption update update Print Print indicator indicator
Field Field selection selection
SAP AG 2003
You need to enter a movement type in the form of a key figure with three characters when you are creating a goods movement so that you differentiate between the individual movements. A movement type characterizes a goods movement and represents the starting point for various control functions, for example: - Quantity update: Quantity fields must always be updated in the article master for a site and a storage location. Depending on the process, other data has to be updated too, for example, the open quantity for a purchase order item in a purchase order goods receipt. - The system determines which financial accounting G/L accounts need to be posted using the account determination in order to evaluate a goods movement correctly. - Consumption update: You can run consumption statistics for an article based on a particular period. This is updated by goods receipts (directly for consumption) and goods issues assigned to accounts. - The print indicator controls the default settings for printing a goods receipt/issue slip (single slip with/without inspection text, collective slip) in the initial screen for goods receipts. - Field selection: When you are creating a document, depending on the process, fields in the initial screens are displayed or suppressed accordingly. For each movement type, there is also a reversal movement type to enable you to reverse a posting. It may be easier to just cancel the whole document. When you create a new movement type, use one of the movement types that already exists. Their control indicators are defaulted for the new movement type. You can maintain a movement type in various views on your screens. You can set the parameters for individual views using different key terms.
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Classification of Movement Types 1xx 1xx
GR GR from from purchasing/production purchasing/production ++ returns returns
2xx 2xx
Goods Goods issue issue for for consumption consumption
3xx, 3xx, 4xx 4xx
Transfer Transfer posting/stock posting/stock transfer transfer
5xx 5xx
GR GR without without reference reference to to PO PO or or production production order order
6xx 6xx
LE-SHP LE-SHP movement movement types types
7xx 7xx
Physical Physical inventory inventory (MM-IM: (MM-IM: 70x 70x // WM: WM: 71x) 71x)
8xx 8xx
Brazil Brazil
9xx, 9xx, Xxx, Xxx, Yxx, Yxx, Zxx Zxx
Customer Customer name name space space
Complete list and description: see IMG (Inventory Management and Physical Inventory) SAP AG 2003
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Stock Transfers
Article doc.
Stock transfer
Goods issue
Stock transfer
Goods receipt
Storage loc. 0002
Goods issue
Goods receipt
Storage loc. 0001
Store A
Storage loc. 0001
Store B
Store A
One-step procedure One One-step procedure
or or
two-step procedure two two-step procedure
GR
GI GI
Unrestricted
Unrestricted
use
use
Unrestricted Unrestricted use use
GI
FI doc. Article doc.
Stock Stock in in
transfer transfer
GR Unrestricted use
SAP AG 2003
A stock transfer consists of a goods issue from the point of issue and a goods receipt at the receiving point. Stock transfers can be carried out on three different levels: - Stock transfer from company code to company code means a stock transfer from site to site where sites belong to different company codes. - Stock transfer from site to site This not only results in a change in the stock levels in both sites, but a FI document is also created if both sites are assigned to different valuation areas (always the case in SAP Retail). Stock can only be transferred in and out of unrestricted-use stock. - Stock transfer from storage location to storage location (in the site) This results in an update of the stock quantities in both storage locations. The stock value does not change and the transaction is not relevant to the financial accounting. A stock transfer from storage location to storage location is possible for all stock types.
You can post stock transfers from storage location to storage location and site to site in one or two steps. The one-step procedure has the advantage of only requiring you to carry out one transaction in the system. With the two-step procedure, on the other hand, it is possible to monitor the stock currently being transferred. A third option is to transfer the stock using a stock transport order.
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Stock Transfer Using Stock Transport Order (1/3)
Store Store
Distribution Distribution center center
(Purchasing)
Shipping
Stock transfer order
Shipping Shipping worklist worklist
Outbound delivery
Goods Goods receipt receipt
Goods Goods issue issue
SAP AG 2003
Stock transfers from one site to another can also be carried out by creating a stock transfer order at the receiving site. The shipping point assigned to the site delivering the stock creates an outbound delivery for the stock transfer order. After picking and goods issue posting, stock in transit is created. When the receiving site receives the merchandise, the goods receipt is posted for the inbound delivery and the stock is removed from in transit. This procedure with two separate steps can also be done in one step.
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Stock Transfer Using Stock Transport Order (2/3)
Store Store
Distribution Distribution center center
Stock transfer order
Shipping Shipping worklist worklist Outbound delivery
Assign delivery type/check rule (for each purchasing document category) Document Document type type •• UB UB •• SPO SPO
Delivery Delivery type type •• NL NL •• NLCC NLCC Shipment Shipment scheduling? scheduling? Route Route schedule? schedule?
SAP AG 2003
In the menu for assigning Delivery type/Check rule, you need to decide whether to make settings to have an SD delivery created when you place a purchase order with a particular supplying site using a particular type of document, and if you do, then with which type of delivery. The delivery type in Sales and Distribution (SD) controls how the delivery is processed. The delivery type 'NL' is used in the standard SAP R/3 System for stock transfers without a billing document (document type STO). For stock transfers with a billing document (document type SPO), the delivery type 'NLCC' is used. You can include both single company code and cross-company code stock transfer items in a document. In this case, you should make settings for the appropriate delivery types under delivery type 1 (delivery type for stock transfers in one company code) and delivery type 2 (delivery type for stock transfers between company codes). If you have entered neither a delivery type for company code internal stock transfer items nor for cross-company code stock transfer items, then the system uses the delivery type you entered in field DelTp. The stock transfer then runs a scheduling in the background to determine on what date the article is to be staged. If you want to work with the shipment scheduling, you need to set the indicator for shipment scheduling for each site and document type. Otherwise the MM scheduling, which is simpler, is run in the stock transfer order (required delivery date ./. article's planned delivery time). The delivery scheduling takes into consideration the pick/pack time (time required for assigning goods to a delivery, picking, packing, and so on) and the loading time (time required to load an article), both of which are maintained in conjunction with the shipping point. If you want to have the system determine a route schedule too, then you also need to set the indicator for the route schedule determination. With a route schedule, you can control deliveries of goods in set periods to different ship-to parties (customers or stores) in a particular sequence on a set route. The planning is based on calendar weeks.
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Stock Transfer Using Stock Transport Order (3/3)
Store Store
Distribution Distribution center center Purchasing document type
Supplying Supplying site site Goods receipt Goods receipt site site Order Order type type X One-step One-step procedure procedure Underdelivery Underdelivery tolerance tolerance X
Goods Goods receipt receipt
Goods Goods issue issue
SAP AG 2003
In the menu Purchasing document type, you make the setting for the type of document that should be used for a specific combination of supplying plant and receiving plant. This setting is made for each purchasing document type. The document category 'F' is used for the stock transport order. If the supplying site and the receiving site belong to the same company code, you select document type UB. A stock transfer is carried out without a billing document. If the supplying site and the receiving site belong to the same company code, you select document type UB. A stock transfer is carried out with a delivery and a billing document. If the end user selects a type of document that has not been set in Customizing, a warning message appears. Depending on the user settings, this message may appear as an error message. You can also decide whether the stock transfer should be carried out in a one-step procedure or not. If it is, the stock levels are increased in the receiving site when the goods issue is posted in the supplying site. The stock transfer using a posting procedure takes some time due to the communication time between the organizational units involved.
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Stock Transfer Order: Shipping-Relevant Functions Shipping Shipping point point 7 6 5 4 3 1 3 1 4 1 2 1 0 11 9 2 0 21 1 8 1 9 1 6 1 7 2 8 2 6 2 7 2 4 2 5 2 3
2
1 8 1 5 2 2
2 9
3 0
31
Shipping point 1
Purchase order 45.. Supplying site: R300
Route Route New York
Leg 1
Item
R100014
Schedule line
Boston
Philadelphia
Leg 2
100 PC R314
17.04.
50 PC
24.04.
50 PC
Scheduling Scheduling Delivery creation date
Route Route schedule schedule Day and time of departure: Every Tuesday, 6:00 Itinerary: Store R312 2 hr Store R316 5 hr Store R311 1 hr SAP AG 2003
When you create a warehouse order, the system runs the following functions required for the goods issue process: Shipping point determination (at item level) The shipping point is the organizational unit in SAP Retail that is responsible for processing shipping. Target route determination (at item level) A route is a formal description of an itinerary. It contains a list of the legs in the route as well as entries related to the entire transit time and the transportation lead time required for planning a shipment. Scheduling (at schedule line level) When you are processing a delivery, the system automatically defaults the delivery creation date for all schedule lines with the same goods issue date and takes the earliest of the following dates entered in the system into consideration: article staging date (determined with the MM scheduling or delivery scheduling (see "Stock Transport Order 2/3" slide)) or transportation planning date. At this point in time, all the goods to be delivered must be available. Route schedule – if activated (at schedule line level) With a route schedule, you can control a kind of delivery plan of regular deliveries from a specific shipping point to various ship-to parties (for example, customers or stores) in a specific sequence for a specific route.
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Shipping Point Determination
Shipping conditions
Supplying site
Shipping point (default value)
Boston
Express
Standard
Denver
Truck Denver
Sales Sales order order or or stock stock transfer transfer
Order Order and and stock stock transfer transfer item item
Loading group
Express
Article Article
Other possible shipping points
Train
Pick/pack Pick/pack time time Loading Loading time time
SAP AG 2003
A shipping point is a separate organizational unit in a fixed place in which the processing and monitoring of outbound deliveries and finally the goods issue take place. The shipping point can be found directly under the client level. The shipping point is determined using the following criteria: The supplying site defined for each order item (from the customer-article-information record, ship-to party or article master record) The requests sent to shipping (for example, express) represented by the field Shipping condition The necessary loading equipment represented by the field Loading group in the material master The shipping condition is defaulted from the sold-to party master data or, preferably from the sales document type, if it has been maintained. An outbound delivery always goes from the same shipping point. The shipping point cannot be changed in the outbound delivery. Only those ordered items that are planned for that shipping point are included in an outbound delivery when a sales order is being delivered via a shipping point. Order items with various shipping points are therefore not included in the same outbound delivery.
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Routes and Route Determination Leg: 1 From: Philidelphia To: New York Shipping type: Truck
Boston
Leg: 2 From: New York To: Boston Shipping type: Train Transit time:
Leg 2
Philidelphia
1 day
Leg 1
Transport. lead time: 1 day
New York
Route RouteNorth North
Country Country ++ shipping shipping point point departure departure zone zone Ship-to Ship-to party's party's shipping shipping condition condition Article Article transportation transportation condition condition Country Country ++ ship-to ship-to party's party's transportation transportation zone zone SAP AG 2003
A route is a formal description of an itinerary. It contains a list of the legs into which the route is divided as well as details on the entire transit time and the transportation lead time required for planning one of the methods of transport for this route. The description contains a departure and destination point as well as a shipping type for each leg of a route. With the relevant settings in Customizing, the system determines a route for each purchase order item with which the corresponding item should be delivered (target route). Information regarding the planned transportation lead time, transit time and detailed information on the individual points on the route is assigned to each purchase order item via the assigned target route. The following are factors that influence the target route determination: The country and departure zone of the item shipping point that was previously determined The ship-to party's shipping condition for the item The article transportation condition for the item The ship-to party's country and transportation zone for the item
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Route Schedule
Route RouteSchedule ScheduleNorth North -Tuesday Tuesday M
Store Boston R311
Route: North Date and day of dept.: Every Tuesday, 6:00
M
Ship-to party: Store R311 (Entrance 1) Store R312 (Entrance 3) Store R316 (Entrance 2)
Leg 2
Store R316
Philidelphia M
Itinerary: Store R312 2 hr Store R316 5 hr Store R311 1 hr
Leg 1
Store R312
New York Tuesday
is assigned Shipping point SAP AG 2003
With a route schedule, you can control periodic deliveries of goods from a specific shipping point to different ship-to parties (customers or stores, for example) in a specific sequence on a set route. The planning is based on calendar weeks. In SAP Retail, a route schedule contains the following: A route A departure date and time A list of ship-to parties An itinerary With the relevant settings in Customizing, the system automatically tries to assign a route schedule to each stock transfer order (or outbound delivery). The following are factors that influence the route schedule determination: The shipping point and the route for the document item The ship-to party The staging area and the shipping condition of the ship-to party The current week and year
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Inventory Management: Unit Summary
You are now able to:
Explain inventory management and adjust the stock list according to your requirements
Carry out various goods movements and explain the control options
Make settings for stock transfer orders and find shipping-relevant information in the stock transfer order
SAP AG 2003
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Exercises Unit: Inventory Management Topic: Stock Overview At the conclusion of these exercises, you will be able to: •
Find the different stock values in the system
•
Configure your own stock list
After you have posted different goods receipts you would like to get information on the current stocks in your distribution center.
1-1
After posting your goods receipt, you would like an overview of the article stocks that are available. 1-1-1 Go to the stock overview and display all stocks for articles TA03## and TA04## in your DC T7##. When you do this, select all open stocks and display the storage location stocks as well. 1-1-2 Find out what the DC stock values are for the following types of stock: Unrestricted use stock
Quality inspection
GR blocked stock
TA03## TA04## 1-1-3 Which storage locations contain unrestricted-use stock of the article “Shampoo Splash”? ______________________________________________________ 1-1-4 You would like to find out which posting caused the last change in stock to your storage location 0001. How do you do this? ______________________________________________________ ______________________________________________________
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1-2*
You want to define a separate stock display in which you will only see the stock types you use. 1-2-1 In Customizing for Inventory Management and Physical Inventory, define a new stock list version, number 20+##, by choosing Create display for stock lists. 1-2-2 For your version, you determine in the Rules for displaying stock that you want to use a window that displays the unrestricted use stock, the GR blocked stock and the stock in quality inspection. 1-2-3 Go back to the application and call up the stock display for both articles TA03## and TA04## for DC T7## using your display version. Be sure to select the open and special stocks too.
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Exercises Unit: Inventory Management Topic: Goods Movements At the conclusion of these exercises, you will be able to: •
Carry out stock transfers using movement types
•
Explain the controls for movement types
•
Create stock transfer orders and make the appropriate settings in Customizing
A store orders goods from your distribution center using a stock transfer order.
2-1
Goods Movements 2-1-1 What is the difference between a stock transfer and a transfer posting? ______________________________________________________ ______________________________________________________ 2-1-2 Which goods movement types exist for splitting and grouping a structured article? ______________________________________________________ ______________________________________________________ 2-1-3 Post the 10 cartons of your article TA04## from the stock in quality inspection to the unrestricted-use stock in the storage location 0001 in your site T7##. Check the change to the stock in the stock list.
2-2
Now make some more Customizing settings for movement type 101.
Make sure you are working in the display mode.
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2-2-1 Which control do you use for the Reason field when you call movement type 101? ______________________________________________________ 2-2-2 How do you use the selection parameter WE101 in the movement type (F1 help)? ______________________________________________________ 2-2-3 In which transactions is the movement type allowed? Name some examples. ______________________________________________________ 2-3
You use the stock transport orders in your company to transfer merchandise between the DC and stores. Look at the Customizing settings for this. 2-3-1 Which order type should be used for DC T7## if a) Site R111 places the order___________________________________ b) Site T2## places the order ___________________________________ 2-3-2 How could you determine that a goods receipt is posted to your store at the same time as the goods issue is posted in the distribution center? ______________________________________________________ 2-3-3 Which delivery type is used when a delivery is created for site T7## from the PO type UB? ______________________________________________________
2-4
In future there should be a fixed route schedule for your stores. 2-4-1 Create a route schedule RFP## that is valid in the shipping point R300. 2-4-2 Your route schedule has the description “Route schedule Group ##” and uses rout e R300/1. Goods issue is always on Thursdays at 08:00 . 2-4-3 The stores T1## and T2## are the ship-to parties in this route schedule. The shipping condition is 01 and the transport group is 0001 for both parties. 2-4-4 In the itinerary, you determine that the truck needs two hours to reach store T2##. After that it goes to store T1##. The truck takes 1 hour and 30 minutes to do this. Now save your route schedule.
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2-5
Now create a stock transfer order for your store and then check the shipping data in the stock transfer order. 2-5-1 Create a stock transport order by choosing Purchasing Purchase order Purchase Order Create Vendor known with the following data: Stock transfer order Supplying site:
T7##
Purchasing org.: Purchasing group:
R300 R30
Article: TA03## 10 Car Delivery date: One week from today Site: T2## [Enter]
Save your PO and note the number: ______________________________________________________ 2-5-2 Look more closely at the shipping data in the item details. Which shipping point has the system defaulted for the purchase order item? ______________________________________________________ 2-5-3 Which loading group has the item’s article been assigned to and what is the shipping condition of the receiving site? Article loading group__________________________________ Site shipping conditions___________________________ 2-5-4 Where in the system can you assign the shipping conditions to a site? ______________________________________________________ 2-5-5 Look at the shipping points defaulted in Customizing. Which shipping point would the system have determined if the article had been delivered from distribution center T6##? 2-5-6 Which route was found for the purchase order item? ______________________________________________________ 2-5-7 Has the system determined a route schedule for the purchase order item?______________________________________________
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Solutions Unit: Inventory Management Topic: Stock Overview
1-1
Article stocks 1-1-1 MENU: Merchandise logistics Stock overview
Inventory management
Field name or data type
Values
Article
[Multiple selection]
Environment
Stock
TA03##; TA04##
Site
T7## ! !
Also select special stocks Also select stock commitments
Tab: List display ! Base site group ! Site ! Storage location Program Execute 1-1-2 In the first screen, the stocks are displayed for the stock types “Unrestricteduse” and “Quality inspection”. Right columns to display the (GR) Blocked stock. 2 x List 1-1-3 2 x List Left columns and double-click on the line with the article “Shampoo Splash”. Unrestricted-use stock is available in storage locations 0001 and 0005. 1-1-4 Place your cursor on the storage location 0001 (Lean WM) line and go to Environment Article movements
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1-2*
Define new display version 1-2-1 IMG: Materials Management Inventory Management and Physical Inventory Reporting Define Stock List Display [Display version] [New entries] Field name or data type
Values
Display version
20+##
Description
Group##
Tables view
Save
1-2-2 [Rules for display of stock balances] [New entries] Field name or data type
Values
Version
20+##
Window
1
Column no.
1
Field name
LABST
Version
20+##
Window
1
Column no.
2
Field name
WESPB
Version
20+##
Window
1
Column no.
3
Field name
INSME
Tables view
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1-2-3 MENU: Merchandise logistics Stock overview
Inventory management
Field name or data type
Values
Article
[Multiple selection]
Environment
Stock
TA03##; TA04##
Site
T7## ! !
Also select special stocks Also select stock commitments
Tab: List display Display version
20+##
Base site group ! Site ! Storage location Program Execute !
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Solutions Unit: Inventory Management Topic: Goods Movements
2-1
Goods Movements 2-1-1 In contrast to stock transfers, as a rule, there are no goods movements in transfer postings. Transfers postings are carried out in storage locations. Individual storage locations, sites and company codes are all differentiated between in transfer postings. 2-1-2 MENU: Merchandise logistics Transfer posting
Inventory management
Goods movement
F4 in the movement type field There are 4 types of movement for structured articles 317-320 2-1-3 MENU: Merchandise logistics Transfer posting
Inventory management
Field name or data type
Values
Movement type
321
Site
T7##
Storage location
0001
Goods movement
[Enter] Field name or data type
Values
Recv. SLoc
0001
Article
TA04##
Quantity
10
UnE
Car Transfer posting
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MENU: Merchandise Logistics Inventory management displays Stock Stock overview Field name or data type
Values
Article
TA04##
Site
T7## ! !
Environment
Also select special stocks Also select stock commitments
Program
Execute
2-2 IMG: Materials Management Inventory Management and Physical Inventory Types Copy, Change Movement Types In the dialog box Field Selection, select movement type Then select from movement type 101 to 101 2-3 Table View
List
Change
Movement
Display
2-2-1 You cannot enter the reason for movements with the movement type 101 (the field is hidden). 2-2-2 [F1] in field Selection parameter . The selection parameter is used in the search for open purchase orders when recording goods receipt. (Additional info.: WE101 selects all purchase orders that have not yet been delivered completely) 2-2-3 . 2-3
Allowed Transactions
IMG: Materials Management Purchasing Transport Order
2-3-1
Purchase Order ### Set Up Stock
Assign document type, one-step procedure, underdelivery tolerance
T7##, R111 Document type: NB T7##, T2## Document type: UB 2-3-2 If you select the One-step indicator for the combination SPlt and Site, when the goods issue is posted in the distribution center (supplying site), then the goods receipt is posted at the same time in the store (site).
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2-3-3
[Assign delivery type/and checking rule] [Position...]
Field name or data type
Values
Document type
UB
Supplying site
T7##
The delivery type NL (Replenishment dlv.) is used. 2-4
MENU: Merchandise logistics Logistics execution Routes Route Schedule Create
Master Data
Transportation
2-4-1 Field name or data type
Values
Shipping point
R300
Route schedule
RFP##
[Enter] 2-4-2 Field name or data type
Values
Description
Route schedule group ##
Route
R300/1
GI Day
4
GI Time
8:00
[Enter]
2-4-3
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Field name or data type
Values
Ship-to party
T1## and T2##
Shp.Cond.
01(for both)
Trans. group
0001(for both)
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2-4-4 Extras
Itinerary
Confirm message Are itinerary and route compatible? with [Enter] Ship-to party T1## is assigned itinerary 2 and T2## is assigned 1. For T1##, enter: SpecTT_hours
1
SpecTT_minutes
30
For T2##, enter: SpecTT_hours
2
Go back with the green arrow and choose Route schedule Save 2-5
Create a stock transport order 2-5-1 MENU : Purchasing Known
Purchase order
Purchase Order
Create
Vendor
Select the stock transport order as a document type Field name or data type
Values
Vendor
T7##
Purchasing org.
R300
Purch. group
R30
[Enter] Item overview (expand): Field name or data type
Values
Article
TA03##
PO quantity
10
Deliv. date
One week from today
Site
T2## Purchase order
2-5-2 MENU: Purchasing
Save
Purchase order Purchase Order
Display
Select the tab Shipping in the item details Shipping point: R300 2-5-3 Loading group: Shp. Cond.:
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2-5-4 You can allocate a shipping condition to a site in the customer data. MENU: In a second session Master Data Site data Site Enter T2## [Enter] Goto Customer
Change
Select Shipping and R300/R5/R1 Customer Display The shipping condition is shown in the subscreefield group Shipping. 2-5-5 IMG: Logistics Execution Shipping Basic Shipping Functions Shipping Point and Goods Receiving Point Determination Assign Shipping Points Shipping point is R301 for Storage condition 01 Loading group 0002 Site T6## 2-5-6 In the item details for the purchase order, select the tab Shipping Route: R300/1 2-5-7 In the item details for the purchase order, select the tab Delivery schedule
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Goods Issue Process
Contents:
Rough workload estimate
Outbound delivery
Wave picks
Picking in Lean WM
Packing
Goods issue
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Goods Issue Process: Unit Objectives
At the conclusion of this unit, you will be able to:
Carry out the outbound delivery process for an article from the purchase order receipt in the distribution center to posting the goods issue and make the most important Customizing settings for this process.
SAP AG 2003
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Course Overview
1
Course Overview
2
Basic Concepts
3
Goods Receipt Process
4 5
Inventory Management
Goods Issue Process
6
Merchandise Distribution
7
Conclusion
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Goods Issue Process: Business Scenario
In your distribution center you have purchase orders from your stores and customers. You need to organize the outbound delivery of the articles that have been ordered.
To find out what sort of workload to expect, you use the rough workload estimate.
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Business Process (Example)
Generation Generation of of store store POs POs
3
4 Generation Generation of of outbound outbound delivery delivery
Uploading Uploading of of sales data sales data Store Store sales sales
2
5
6 11
Picking Picking and and goods goods issue issue GR GR at at store store and and labeling labeling
77
Merchandise flow
Store Store sales sales
Information flow SAP AG 2003
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Rough Workload Estimate: Topic Objectives
At the conclusion of this topic, you will be able to:
Use the rough workload estimate to obtain an overview of the workload for the coming weeks.
Make the necessary settings to be able to use the rough workload estimate.
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Shipping: Procedure (Overview) Warehouse order ...
Sales order ...
VZ R001 Datum: 12.3.1998 Lieferungen: 362
Rough workload estimate Company Company Company xyz
Distribution Distribution center center
M
Delivery Invoice Invoice
Create outbound deliveries Goods Goods issue issue process process
Process outbound deliveries
Customer Customer
If necessary, create wave picks
Picking
Packing
Goods issue
Store Store
SAP AG 2003
The outbound delivery document is the central document in shipping. It forms the basis of shipping activities such as picking, packing merchandise and the final goods issue. Before delivery documents are created, you can display a rough workload estimate for the workload that is to be processing in different parts of the shipping process in your system. You can then take necessary action (for example, schedule additional pickers). After creating outbound delivery documents (normally for warehouse orders or sales orders) they can be grouped together with wave picks (= units in shipping to be processed in a specified time interval) if necessary. Picking is then run for the deliveries. They are then packaged if necessary and sent to goods issues.
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Rough Workload Estimate
Resources Resources
Warehouse Warehouse processes processes
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Rough Workload Estimate
Resources Resources
Warehouse Warehouse processes processes Entry Entry Warehouse no: 030 Analysis period: 02/04 Warehouse process: 2 Merchandise cat.: Document cat.: UoM category: Infostructure S150
Warehouse number: 030 Warehouse process: Picking with goods issue Merch. Cat. Proc.time/hour
Weight 508.10 T
Volume
...
Total
161.25
730.70 m3 ...
Full-price mer.
125.75
363.60 T
512.00 m3
...
Promo. mer.
35.50
144.50 T
218.70 m3
...
SAP AG 2003
For storage locations (with a corresponding warehouse number) that are connected to the SAP Lean WM, it is possible to do an online display of a rough overview of the workload to be dealt with in these warehouses. You can also carry out the measures required by the workload online (you can, for example, request further picking staff or reserve extra trucks). When the system calculates the workload it takes account of the type of warehouse (high rack storage areas, stack warehouses and so on), the different warehouse processes (see below) in addition to the merchandise features (bulky, small, dangerous goods). To do this, the user calls up the standard analysis 'Rough workload estimate' that reads and processes information from information structure S150. This analysis can be limited to any period of time (today, this week and so on) or to individual warehouse processes, such as: - Goods receipt with putaway - Picking with goods issue - Returns to vendors - Returns to customers/stores You can also enter a merchandise category (standard goods, promotional goods), a document category (such as a warehouse PO, customer request) and a order or issue unit of measure category. The following key figures are updated in the information structure S150: - Processing time - Weight - Volumes - Quantities for the UoM category - Document items/-schedule lines - Packaging material for the packaging material type
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Rough Workload Estimate: Workload Data Update Rough Rough workload workload estimate estimate activated activated
X
Workload data update using Control
• Standard tables
Entire Entire overview overview activated activated X
User -defined tables
Activation for each warehouse operation
Key figure (examples)
Goods receipt
X
Goods issue
X
Returns to vendors
X
Returns to customers/stores X
•• Weight Weight •• Volume Volume •• Number Number of of document document items items •• Quantity Quantity •• Packaging Packaging material material •• Processing Processing time time Workload calculation
SAP AG 2003
To update the workload, you can use the tables provided in the standard system (S150 and S152) or you can define your own tables. To be able to evaluate the processing time, you have to set up the workload calculation first.
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Workload Calculation
Storage Storage (type) (type)
Warehouse workload
• GI picking • GI packaging • ....
Warehouse Warehouse processes processes
Warehouse process UoM load category
Assignment of units of measure UoM load category
Logistical load category
Constant Constant (setup) (setup) time time Variable Variable time time per unit of per unit of measure measure
Article Article
DC DC
Log. Log. load load cat. cat. SAP AG 2003
The workload calculation is controlled by the workload table that is attached to the warehouse and possibly the storage type as well. You can set up workload periods for each warehouse number, storage type, unit of measure load category and logistical load category. The workload times can be either a constant time (set-up time, travel time and so on) or a variable time (quantity-dependent). The workload times are dependent on three criteria: - The operations describe activities in the warehouse that are relevant to the workload calculation. Several operations form a warehouse process. The warehouse process is derived uniquely from the productive documents that create workload in the warehouse. - The unit of measure load categories bring together units of measure that lead to the same workload. - Logistical load categories are used to group together articles that require the same workload in terms of handling.
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Outbound Delivery: Topic Objectives
At the conclusion of this topic, you will be able to:
Create an outbound delivery document and explain its most important functions
Set up automatic determination of the correct picking location for an article
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Goods Issue Process: Procedure (Overview) Warehouse PO ...
Sales order ...
DC R001 Date
03/12/98 Deliveries: 362
Rough workload estimate Company Company Company xyz
M
Distribution Distribution center center Goods Goods issue issue process process
Delivery Invoice Invoice
Create outbound deliveries
Process outbound deliveries
Customer Customer
If necessary, create wave picks
Picking
Packing
Goods issue
Store Store
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Delivery Document Structure Header: for example, recipients, shipping point, route
Change delivery 80004893: Overview
Detailed header info: Delivery: Recipient:
Item overview
80004893 R311
Picking
Loading
Total weight, total volume, appointments ...
Transportation Status overview
All items
10 R100013
Shampoo
5
PC
TAN
Items: for example,articles,quantities
Detailed item info: Storage location, warehouse number, picking status, goods movement status... ...
SAP AG 2003
Delivery documents contain a header and items. The header contains data that is valid for the entire document. This means that the ship-to party, shipping point and route are the same for each outbound delivery. The items contain information about the articles that are going to be delivered. The information in the delivery document is displayed on different screens: the overview contains limited header data and item data. The data is grouped according to topics and presented in tab pages. This enables the user to find important data on the same screen. Additional screens are also used to display detailed information at header level and item level. The data concerned is also presented on tab pages and is grouped according to the process the information refers to: at header level, this information is about handling, picking, loading, transportation, customs/foreign trade, texts, partners, messages, package tracking and conditions. The detailed item information screen contains similar tab pages containing item-related information.
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Delivery Type Controls
Partner Partner schema schema Perform Perform delivery delivery split split by by warehouse warehouse number? number?
Number Number assignment assignment
Communicate Communicate
Delivery type
... ...
Automatically Automatically package? package?
New New route route determination? determination? Preceding Preceding document document required? required? SAP AG 2003
The delivery type controls the entire delivery. It can be seen in the header of the delivery. Delivery types are used to handle the various types of businesses that are taken into account in Shipping. The following delivery types are defined in the SAP standard system: LF: Delivery LO: Delivery without a reference LR: Returns delivery NL: Replenishment delivery RL: Returns vendor Each delivery type can be set up using control elements to contain a specific scope of functions. The delivery types found in the standard system can be modified to suit your business needs. It is advisable to define a new delivery type if there are significant differences in your company. In addition to the control options given on the slide, you can also set up and control the rules for picking location determination, the conditions for referencing the purchase order and to control whether a new delivery schedule needs to be arranged if there are any overdue deliveries.
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Controlling Item Categories
Picking Picking relevance relevance
Check o verdelivery ery Check overdeliv overdelivery
Check Check minimum minimum delivery delivery quantity quantity
Delivery item category
Texts Texts
Packing Packing control control Picking Picking storage storage location determinati on location determination determination
Picking Picking storage storage location location required required SAP AG 2003
The item categories in conjunction with the delivery types map the different business transactions in the SAP system. The item categories are also adjusted using control elements to suit your requirements. categories for outbound deliveries, deliveries, you need to match them them up with Note: If you copy or create new item categories the item categories for sales documents. The SAP system transfers the item category from an order item into the outbound delivery. That is why you have to define an item category with the same name for the outbound delivery.
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Creating Outbound Deliveries Delivery-due Delivery-due list Shippi Shipping ng point point:: R300 R300 Date: 3.1.-7.1. Warehouse Warehouse order order
No No reference reference documents documents
Sales Sales order order
Collective Collective processing processing Select by: Shipping point Delivery creation date Route Carrier ...
Manually Manually
Split by: Header data in outbound delivery Trans. group Warehouse no. ...
Company Company Companyxyz
Delivery Invoice Invoice
Outbound delivery
M
SAP AG 2003
An outbound delivery delivery can be created either with or without without reference documents in a system document, for example, in a warehouse purchase order (or a customer order). Generally, and especially when large quantities of warehouse purchase orders (and customer orders) need to be processed, deliveries are created from the delivery-due list. The delivery-due list is like a worklist that contains all the delivery processes.
You select the supply documents with the collective processing using various criteria. The system then automatically creates the outbound delivery. It is also possible that the documents be grouped together in an outbound delivery as long as the shipping criteria (split criteria) match up.
It may also be the case that a process is split into several outbound deliveries. This is always the case if two items in one field in the preceding document are different. This is done in the delivery header (for example, the shipping point). Beyond that preceding documents are automatically split according to transport groups or according to customized criteria, if necessary, for example, the warehouse number.
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System Activities When Generating Deliveries
(New) (New) scheduling scheduling Actual Actual route route determination determination
Outbound delivery ... Goods recipient ...
Route Route determination determination Door/staging Door/staging area area determination determination
(New) (New) availability availability check check
Picking Picking location location determination determination
SAP AG 2003
During (automatic or manual) outbound delivery creation, your system performs the following function, depending on the Customizing settings that have been made: (Re) scheduling (on header-level) Depending on the vendor, (re) scheduling is r un for backlogged preceding documents (in this example, warehouse orders). (Actual) route determination (on header-level) New routes are determined depending depending on the delivery type. The The possible route stated in the preceding document (the warehouse purchase order here) may then be overwritten. In addition to the criteria for route determination in the order item, the weight of the outbound delivery is also taken into a ccount. Route determination (on header-level) If the shipping point in the system has been configured to allow routes to be used yet no route was determined in the preceding document, a delivery date is found to match the route that has been chosen for the delivery. Door/Unloading point determination (on header level) (on item-level) (New) availability check (on Availability is checked once again if necessary for the delivery item category. Picking location determination (on item-level) If no storage location has been entered for specific delivery items in the preceding document (in this case the warehouse delivery), the System automatically finds a storage location from which the merchandise is picked to fulfill the article in the purchase order. This is, however, only possible if the setting has been made for the delivery item category.
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Picking Location Determinatio Determination n From which storage location should the article be picked? Outbound delivery.. Ship-to party ...
Delivery type Rule Rule storage storage location location
1 Item category Determine storage location
MALA MALA •• Supplying Supplying DC DC •• Shipping point Shipping point •• Storage Storage condition condition
X
3 22
RETA RETA •• Supplying Supplying DC DC •• Situation Situation •• Storage Storage condition condition
Distribution Distribution center center Situation • Standard • Promotion
Article Article Storage Storage condition condition
SAP AG 2003
If the automatic picking storage location determination for the delivery item category is activated, then this determination is done according to a rule defined by the delivery type of the outbound deliveries concerned. If it is the rule MALA (1), then the picking storage location will include: - The shipping point where the delivery is processed - The delivery DC for the delivery item and - The storage condition of the article from the delivery item. If it is the rule RETA (2) the situation in the shipping point will be: - 01 = normal - 02 = promotion - 03 = cross-docking - 04 = ... This characteristic is provided internally by the application and is not customizable. If it is the rule MARE (3), then the two procedures, MALA and RETA are combined into one next-level principle (first MALA, then RETA). RETA).
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Door/Staging Area Determination
Outbound delivery.. Goods recipient
Delivery type
Split according X to warehouse no. Warehouse Warehouse no. no.
Determination Determination rule rule ••according according to to customer customer ••according to route according to route schedule schedule ••user user exit exit
...
Determination Determination at at item level ? item level ? Doors
DC DC
Staging areas ... ...
Process Process goods goods receipts? receipts?
Process Process cross cross docking? docking?
Process Process goods goods issues? issues?
Process Process flow-through? flow-through?
... ...
Through which door should the merchandise leave the warehouse?
Where should the picked merchandise be stored until loading?
SAP AG 2003
Doors are the entrance and exit points in a warehouse. Staging areas are used as temporary storage areas for merchandise between loading/unloading at the doors and picking/acceptance in the warehouse. Outbound deliveries always go from just one door and all items in an outbound delivery are picked in the same staging area. You therefore have to allow the delivery split according to warehouse number for the warehouse and the delivery type used. Doors and staging areas are defined in the warehouse master data. When you define the doors, you can assign them to staging areas and vice versa. You set up the door and staging area determination in Customizing for Shipping. You can define the determination rule for each delivery type. For each determination rule, you must assign doors and staging areas within a warehouse to customers or route schedules. Alternatively, you can have the system determine the staging area on the basis of the delivery item. In this case, the system takes account of the storage conditions as well as the customer and route schedule, when determining the staging area.
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Retail Price in Outbound Deliveries
Calculation Calculation schema schema EVP000 EVP000 Condition Condition type type PB00 PB00 .... ....
Basis Basis
EVP1 EVP1
Retail Retail price price
Delivery Delivery type type
.... .... .... ....
Delivery note Ship-to party Del. note no. .....
47673 7653
8.90USD
Art. 244 2PC ... 8.50 USD Art. 564 5PAL ... 230 USD
t a i l R e c e p r i
Art. 172 5CAR ... 4.99 USD .
.
.
.
.
.
.
.
.
.
.
.
SAP AG 2003
To be able to print retail prices on the delivery note, you have to assign a calculation schema for the price determination in the delivery to the delivery type. If this calculation schema contains the condition type EVP1, then the receiving site's retail price (for 1 base unit of measure) is defined in the outbound delivery and passed on to the delivery note and picking views.
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Wave Picks: Topic Objectives
At the conclusion of this topic, you will be able to:
Explain the term 'wave picks'
Make the settings needed to use waves picks to organize the workload in your warehouse
Explain the process of wave creation
SAP AG 2003
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Goods Issue Process: Procedure (Overview) Warehouse PO ...
Sales order ...
DC R001 Date
03/12/98 Deliveries: 362
Rough workload estimate Distribution Distribution center center
Company Company Company xyz
M
Delivery Invoice Invoice
Create outbound deliveries Goods Goods issue issue process process
Process outbound deliveries
Customer Customer
If necessary, create wave picks
Picking
Packing
Goods issue
Store Store
SAP AG 2003
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Wave Picks
Deliveries Time of GI 254 02.14., 344 02.14., 732 02.14., 623 02.14., 833 02.14.,
Weight
06:30
550 kg
11:00
450 Kg
Warehouse no:
15:00
630 Kg
Timeslot group for wave pick: 0004
10:00
200 kg
Time slot:
16:30
380 kg
Date:
02.14.98
6:00 - 12:30
8
3
7 6 5
030
-
11 12 1 10 2
9
Compare time: for example, GI compare time
4
Weight≤ 1.1T
14:00 - 19:00 -
Wave pick 1
Wave pick 2
254 623 344
732 833
Time Time slots slots Wave Wave pick pick profile profile
SAP AG 2003
If wave picks are to be created automatically by the system for a warehouse complex, the user specifies the relevant warehouse number, the timeslot group that is to be used for the wave pick, and, if necessary, a specific time slot within the timeslot group. Using the warehouse number, the system first defines the compare time from Customizing and the deliveries are assigned to the individual time intervals (for example, a shift or a time segment between two breaks) within the relevant timeslot group for the wave pick. This can be the time of picking, loading or goods issue. The time intervals defined in the timeslot group must be defined as time slots. The system then assigns the outbound deliveries to the time slots according to the compare time until all outbound deliveries have been assigned or the capacity limitations entered for a time slot in the wave pick profile have been reached (see next slide). Outbound deliveries that exceed the capacity limitations for a time slot are highlighted in color. Users can then decide if these should still be assigned to the relevant wave pick, a different wave pick or no wave pick at all.
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Wave Picks: Capacity Limitations
Controlling workload update Wave pick profile: Capacity upper limits
Storage Storage (type) (type)
Weight Weight Volume Volume
Wave Wave pick pick activated activated X Weight/volume Weight/volume unit unit
Number Number of of picking picking items Number Number of of picking picking transactions transactions
Units of measure load category
Number Number of of packaging packaging materials materials
Processing Processing time time
Workload calculation
SAP AG 2003
You can set up one or more capacity limitations in the wave pick profile. The capacity limitation is exceeded as soon as you exceed any one of the limits. The capacity limitations are recorded in the info structure S159. The updating of this structure in the Retail Information System is set up in the workload update control view. Requirements: - To calculate the number of picking activities for workload calculation, the units of measure have to be assigned to the units of measure load categories in Customizing. - The units of measure used to determine the maximum weight and volume are defined in the IMG activity for controlling the load update. - To be able to evaluate the picking time, you need to run the Customizing activities for the workload calculation first.
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Wave Picks: Requirements
Delivery... Goodsrecipient...
Wave picks
Delivery... Goodsrecipient ... Delivery... Goodsrecipient ... Delivery... Goodsrecipient...
Group Group type type W W
Warehouse Warehouse Warehouse Warehouse no. no.
Number Number range range interval interval for wave picks for wave picks
Number ranges Reference numbers Interval Interval 01 01 Interval Interval 02 02
: Interval Interval no no
SAP AG 2003
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Wave Picks: Requirements
Delivery... Goodsrecipient...
Wave picks
Delivery... Goodsrecipient ... Delivery... Goodsrecipient ... Delivery... Goodsrecipient...
Group Group type type W W
Outbound delivery ... Ship-to party ...
Warehouse Warehouse Warehouse Warehouse no. no. Split according X to warehouse no.
Delivery Delivery type type
Number Number range range interval interval for wave picks for wave picks
Number ranges Reference numbers Interval Interval 01 01 Interval Interval 02 02
: Interval Interval no no
SAP AG 2003
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Wave Picks: Requirements
Delivery... Goodsrecipient...
Wave picks
Delivery... Goodsrecipient ... Delivery... Goodsrecipient ... Delivery... Goodsrecipient...
Group Group type type W W
Number Number range range interval interval for wave picks for wave picks
Time Time of of comparison comparison Outbound delivery.. Goods recipient
Warehouse Warehouse ...
Warehouse Warehouse no. no. Split according X to warehouse no.
Delivery Delivery type type
Number ranges Reference numbers Interval Interval 01 01 Interval Interval 02 02
: Interval Interval no no
SAP AG 2003
Wave picks are groups of deliveries from the group type W.You can determine a number range for each group type to number the delivery group documents. In the case of wave picks, this number range cannot overlap any of the warehouse reference number ranges in which articles are picked. Since wave picks are always processed in one warehouse alone, you have to allow the delivery split for the delivery type and the warehouse as above. Wave picks are defined, among other things, by time slots. These time slots can represent the shifts in the warehouse. To be able to assign deliveries to a wave pick, you need to define one of the times from the outbound delivery as the time of comparison for your warehouse.
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Wave Pick Monitor
Monitor and control wave picks
PC
T
Goods Goods movement movement status status
Transportation Transportation planning planning status status
Billing Billing status status
WM WM status status
Packing Packing status status SAP AG 2003
You can use the wave pick monitor to control and monitor wave pick processing. - You can monitor the wave pick processing by displaying the processing status. - You can control wave pick status directly from the monitor by triggering the subsequent functions for wave picks.
The processing status for wave picks is determined using numerous status fields in the delivery header of the outbound deliveries for the relevant wave picks. The status fields relate to the documents that are relevant for wave picks, for example, transfer order, packing, transportation planning, goods issue and billing.
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Picking: Topic Objectives
At the conclusion of this topic, you will be able to:
Explain the process of picking in Lean WM with the documents required
Use the wave pick monitor to create and process the documents for picking
SAP AG 2003
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Goods Issue Process: Procedure (Overview) Warehouse order ...
Sales order ...
DC R001 Date
03/12/98 Lieferungen: 362
Rough workload estimate Company Company Company xyz
M
Distribution Distribution center center
Delivery Invoice Invoice
Create outbound deliveries Goods Goods issue issue process process
Process outbound deliveries
Customer Customer
If necessary, create wave picks
Picking
Packing
Goods issue
Store Store
SAP AG 2003
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Picking Process in Lean Warehouse Management
Delivery... Delivery... Goodsrecipient Goodsrecipient ... ... Delivery... Goodsrecipient ...
Warehouse Warehouse
Wave pick Generate transfer orders
Delivery... Goodsrecipient ...
Delivery... Goodsrecipient ...
Delivery... Goodsrecipient ...
Delivery... Goodsrecipient ...
Delivery... Goodsrecipient ... Delivery... Goodsrecipient ...
Delivery... Goodsrecipient ...
Print TO
All outbound deliveries to be picked in warehouse no. 030
TO data to WCU
TO data to PDC
Picking Confirm transfer orders Adopt difference in outbound del. Subsequent picking
If necessary, process differences
SAP AG 2003
Prerequisite: The storage locations from which goods are picked are managed using lean WM. Picking is done using transfer orders (TO). In one-step picking, items for a delivery are picked in the relevant storage type and sent directly to a storage type for goods issue. In the system, this procedure normally begins with the generation of transfer orders (TOs). Transfer orders can be created for individual outbound deliveries or for all outbound deliveries in a wave pick that was generated previously. Different split criteria can be taken into consideration when generating TOs. Before physical picking can take place, the relevant picking documents (labels, lists) are generated (using the TOs). Alternatively, the picking data is sent to a WCU or PDC unit. After physical picking, the picking results are sent back to the system and the TO is confirmed. In addition to the quantities that are picked, the name of the picker and the actual processing time of the TO is entered when confirmation takes place ( → interface to SAP HR). If the whole quantity could not be picked, then the differences are processed. The difference is included in the relevant outbound delivery or subsequent picking is triggered.
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Picking Document
1 0
8
9
1 5
1 6
2 2 2 3 2 9
4
3
2
1
3 0
1 7
7
6
5
11 1 2 9 1 8 1
2 4 2 5
2 6
1 3 1 4 2 0 21 2 7
2 8
31
Shipping Point
Warehouse (no.)
Outbound delivery
Item Article
Del. qty
Transfer order
Pick. qty
Item Article Pick. qty
Delivery qty 10 R100010
20
20 R100009
12
12 Pick. qty
20 R100009
12 TA
You can define that picking is required for an item in an outbound delivery. Picking is done using transfer orders. By creating transfer orders, you can trigger warehouse movements. The items in the transfer orders contain the articles and the quantities to be picked, which correspond to the delivery quantities. Similarly, the delivery quantities in the outbound delivery are used as picking quantities. You can print out the picking list for the warehouse from the transfer order. Picking can be confirmed automatically or in a separate processing step.
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Picking list
SAP AG 2003
10 R100010
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Transfer Order Functions
Processor assignment
Transfer order split
Picking Picking with with WM WM transfer transfer orders orders Delivery... Goodsrecipient ...
Reprinting of picking lists
Step by step confirmation of a transfer order
Entering target and actual data SAP AG 2003
If you use the WM system (or Lean WM) for picking, additional functions for WM transfer orders can be used. This also enables you to use the same processing procedure when picking from fixed storage bins or warehouses that use random storage. You can generate more than one transfer order from a single outbound delivery. This is useful if, for example, you want to split quantities according to picking areas or to divide up the workload more evenly. If you want to process a number of outbound deliveries with only one or a few outbound delivery items, you can create cross-delivery transfer orders. Personnel numbers are used to identify users who process the transfer orders.
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Print Control for the Transfer Order
SAPscript form Header
Print report Collective proc.
Main
Footer
RLVSDR40 RLKOMM40
Printer determination
1. Manually with TO creation 2. From-to-movement 3. Picking area 4. Source storage type 5. User master
SAP AG 2003
The WM picking papers are printed on the basis of the transfer orders that were created. The WM print control in Customizing essentially determines which print program, form and printer is suitable. The printer is determined on the basis of a hierarchical sequence of dependencies where the highest priority is given to TO entered manually. Generally, the printer settings define that the document is printed as soon as the transfer orders are created. With the help of the sort profile, which you maintain in the print control, you can prioritize the sort criteria for the entries in the picking list (collective processing). In the standard system, forms for single printout, collective printout and the picking list are provided as templates. Important information concerning the transfer order can also be printed in the form of a bar code.
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Transfer Order Split: Creating the List
Delivery ... Goods recipient ...
Delivery... Goodsrecipient ... Delivery... Goodsrecipient ... Delivery... Goodsrecipient ... Delivery... Goodsrecipient ...
Single outbound delivery
Creation Creation of of TO TO items items
Group of deliveries
Sort Sort profile profile -- Article Article number number -- Picking Picking area area -- Staging Staging area area -- ... ...
Sorting Sorting
Article ... Weight
...
Pick. area
... ... ... ... ...
1 1 2 2 2
W/cat. R1502 R1452 R1552 R1801 R1802 ..........
... 30 Kg ... 50 Kg ... 20 Kg ... 100 Kg ... 120 Kg
... from
... ... ... ... ...
205 222 222 260 260
from to W/cat. S/bin 1-23-4 34-2-15 34-2-16 2-43-1 2-43-5
216 216 216 216 216
...
... ... ... ... ...
sorted according to picking area SAP AG 2003
You can use a number of criteria to split the TOs and thereby distribute the picking load equally (in terms of scope and time). To do this, the system proceeds as follows: First, a list of TO items is created when TOs are created from a single outbound delivery or from a group of outbound deliveries (such as a wave pick, for example). This means that for each delivery item, the system uses the article and movement type to determine the appropriate source storage type and within this storage type a fixed storage bin (if one was maintained in the article's logistical data). The destination storage type in picking is generally a special interface storage type ('GR zone', 216 here). After the list of TO items has been created as described, it is sorted in accordance with one of the sort profiles defined on the level of warehouse number/(WM) movement type/source storage type/destination storage type, for example according to: 1. Article number. 2. Picking area 3. Unloading point 4. Weight unit 5. Batch number 6. ... . The sort profile can be sorted according to up to 15 different criteria.
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Transfer Order Split: Control Profile TO Split Article
...
Weight
...
Pick.
R1502 R1452 R1552 R1801 R1802
... ... ... ... ...
30 Kg 50 Kg 20 Kg 100 Kg 120 Kg
... ... ... ... ...
1 1 2 2 2
..........
.... area
Split according to pick. area
X
Sort profile Value Value limits limits for for •• weight and weight and volume volume •• target time target time
TO TO split split
Performance data profile Entry/calculation Entry/calculation of of target target and and actual actual times? times?
TO 1 R1502 ... 30 Kg ... R1452 ... 50 Kg ...
For example split by pick. area and weight ( 100 Kg)
TO 7 R1552 ... 20 Kg ... TO 8 R1801 ... 100 Kg ...
Workload calculation
TO 9 R1802 ... 120 Kg ...
Picking area 1
Picking area 2
SAP AG 2003
The system creates one or several transfer requests from the sorted list of TO items. To do this, one or several items from the list are combined in one TO. This is done using one of the split profiles again defined at warehouse number/(WM) movement type/source storage type/destination storage type level. It is possible to split transfer orders with the help of one of these split profiles: 1. Picking area 2. Planned processing time 3. Movement unit (for example, pallets) 4. Weight 5. Volume 6. Customer-specific criteria that are implemented with a user exit As a result, you only receive transfer orders that contain items that are picked in the same picking area and do not exceed a weight of 100Kg, for example. A single delivery item is not split into several TO items.
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Confirming Transfer Orders
Delivery... Goodsrecipient... Delivery... Goodsrecipient...
Outbound Outbound delivery delivery Delivery Pick. qty qty
Wave status
Status WM act.
Status WM act.
10
R100000
10 PC
10 PC
C
B
C
20
R100001
20 PAC
20 PAC
C
B
C
Confirmation Transfer order has been generated
Transfer order must be confirmed
SAP AG 2003
When you generate the transfer order, the system uses the delivery quantity as the picking quantity. The picking status is set to C, meaning that picking is complete. If you want to record the fact that picking is complete, you can use the confirmation requirement. Transfer orders and therefore picked quantities ( Pick quantity field) are confirmed before the goods issue is posted. If you can guarantee that picking very rarely changes outbound deliveries, and that quantities are reported on time, this step can be limited to outbound deliveries that have to be changed by working without confirmation requirements. Quantity variances can also be confirmed. You can use a variance key to define the reason for the quantity variance. When confirmation is complete, the WM activity status is set to C, regardless of the reported quantity. The picking quantity only influences the picking status. The confirmation requirement is defined for each storage type in Customizing. It is sufficient if either the "removal" from the source storage type or "putaway" into a destination storage type is flagged as requiring confirmation.
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Packing: Topic Objectives
At the conclusion of this topic, you will be able to:
Explain what the terms “handling unit” and “packaging material” mean
Explain the necessary controls in Customizing for packing
Have items in an outbound delivery packed
SAP AG 2003
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Goods Issue Process: Procedure (Overview) Warehouse order ...
Sales order ...
DC R001 Date
03/12/98 Deliveries: 362
Rough workload estimate Distribution Distribution center
Company Company Company xyz
M
Delivery Invoice Invoice
Create outbound deliveries Goods Goods issue issue process process
Process outbound deliveries
Customer Customer
If necessary, create wave picks
Picking
Packing
Goods issue
Store Store
SAP AG 2003
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Handling Unit
+ Article 1
Packaging material 1
+ Handling unit 1
+ Article 2
Packaging material 2
Handling unit 2 SAP AG 2003
The simplest form of a handling unit is one or more unpacked articles in packaging material. In complicated cases, handling units may be packed inside one another. This means that one or more unpacked articles and one or more handling units may be packed in another packaging material and the result is a new handling unit.
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Packaging Material 1/2
Packaging Packaging material material
Articles Articles to to be be packed packed
R100025 R100025 roll roll container container
R100017 R100017 vacuum vacuum cleaner cleaner
Basic data: Packaging material type
Basic data: Article grouping PM Article groupings for packaging material
Packaging material type Cartons
'Group 1'
'Group 2' Containers
'Group 3'
SAP AG 2003
Packaging materials are created as articles in the SAP Retail system using the article type 'VERP' and are used for packing and transporting articles. Examples of packaging materials include: crates, roll containers, barrels, and pallets. Packaging materials are assigned to packaging material types that have already been defined in Customizing. In the same way, articles that are to be packed can be assigned to article groupings defined in Customizing for packaging materials. Articles that have to be packed in the same type of packaging material are grouped into an article grouping. The assignment in both cases is done in the basic data of the relevant articles. You can flag the individual items in a delivery using the item category, requiring packing (item must be packed before goods issue) or not to be packaged (item cannot be packed).
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Packaging Material 2/2
Packaging Packaging material material R100025 R100025 Roll Roll container container
Basic data: Packaging material type Packaging material types
Articles Articles to to be be packed packed
Packing default
R100017 R100017 vacuum vacuum cleaner cleaner
Basic data: Article grouping PM Permitted packaging material
Cartons
Article groupings for packaging material 'Group 1'
'Group 2' Containers
'Group 3'
SAP AG 2003
If the article that is to be packed has been assigned to an article grouping for packaging materials, you can display the permitted packaging materials in the packing itself. The default can be created using the settings in the Customizing view Determine permitted packaging materials . If you have made the appropriate settings for the delivery type, the system automatically defaults a packing type.
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Goods Issue: Topic Objectives
At the conclusion of this topic, you will be able to:
Describe the effects of posting a goods issue
Summarize the entire outbound delivery process and the documents created in this process
Explain how to confirm a delivery receipt
SAP AG 2003
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Goods Issue Process: Procedure (Overview) Warehouse order ...
Sales order ...
DC R001 Date
03/12/98 Deliveries: 362
Rough workload estimate Distribution Distribution center center
Company Company Company xyz
M
Delivery Invoice Invoice
Create outbound deliveries Goods Goods issue issue process process
Process outbound deliveries
Customer Customer
If necessary, create wave picks
Picking
Packing
Goods issue
Store Store
SAP AG 2003
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Goods Issue 1 8
2 9
3 1 0
4
5
11 1 2 1 9
1 7 1 8 1 5 1 6 2 5 2 2 2 3 2 4 2 9 3 0 31
2 6
7 6 1 3 1 4 2 0 2 1 2 7
2 8
Shipping point
•• Manual Manual (change (change delivery) delivery) •• Collective Collective processing processing •• Transfer Transfer order order confirmation confirmation •• Using Using the the delivery delivery monitor monitor Goods Goods issue issue
All All shipping shipping activities activities complete? complete?
Del. 80003714 Ship-to party...
Delivery 80003714 Ship-to party...
SAP AG 2003
Shipping activities are complete when the goods issue for an outbound delivery is posted. The goods issue can only be posted if all the mandatory shipping activities have been carried out. If you use picking relevance and confirmation requirements, these steps must be completed before the goods issue can be posted. A goods receipt can be posted by changing an individual delivery. Alternatively, you can use the collective processing function to first select all the deliveries for which goods issues have to be posted and then to actually post the goods issues. The delivery monitor is also an alternative. You can also post a goods issue when you confirm a transfer order. When processing an outbound delivery, before you post the goods issue, you can enter the effective goods issue date without changing the planned date. A dialog box appears where you can enter the actual goods issue date and you can post the goods issue to this date. The goods issue document belonging to it is then posted with the actual goods issue date. If you do not enter a date, the current date is defaulted by the system as the effective goods issue date. The goods issue is valid for the entire outbound delivery. Situations where errors arise are logged, for example, if data is incomplete. This could be a missing batch or serial number entries, or items that have only been partially picked. If an error occurs, there is no goods issue posting.
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Effects of the Goods Issue
Stock Stock updating updating on on aa quantity quantity basis basis
Transfer Transfer to to the the worklist worklist for for billing billing
Updating Updating of of stock stock accounts accounts on a value on a value basis basis
Updating Updating of of preceding preceding documents documents Goods Goods Issue Issue
Reduction Reduction of of requirements requirements
Possible Possible simultaneous simultaneous posting posting of of the the goods goods receipt receipt in in the the store store
SAP AG 2003
Once the goods issue is posted, the options for changing the delivery are limited. Quantities, in particular, cannot be changed. The delivery entered in the system must accurately reflect the actual delivery. Goods issue: Reduces warehouse stock Posts the value change in the stock accounts in financial accounting for the article Reduces delivery requirements Includes status information in the delivery Is included in the document flow Generates a worklist for billing Posts the goods receipt in the store at the same point in time as the one-level stock transfers are defined in Customizing If billing is to be executed using the Create billing document transaction, you can make a setting in the copy control in Customizing for the billing document.
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Outbound Delivery Documents
Packing list
Delivery note
Outbound del. 20003817 ..... HU 1
Art. 31
Ship-to party Del. note no. .....
3 PC
...
Art. 22 2 CAR HU 2
Art. 612 PAL
...
.
.
.
.
.
.
.
.
HU 2
HU 3
.
HU 1
Freight list Shipping point Date
Outbound del.
...
.
.
8.50 USD
Art. 244 2 PC ... 8.50 USD
...
Art. 44 17 PC
.
R314 7653
Art. 564 5 PAL ... 230 USD Art. 172 5 CAR ... 4.99 USD .
.
.
.
.
.
HU 4
r i c e p l . a. i R e t .
.
.
.
Handling unit 1 Turner
Dx-003
4921 1132
Handling unit 2
R300 02/17/1998
Goldblum
Dx-023
4921 1172
Del. 253 Store R153 188kg Del.275 Store R152 33kg Del. 288 Store R181 315kg .
.
.
.
.
.
.
.
.
.
.
.
Handlingunit 3 Smith
Dp-023
4231 1142
Handling unit 4
Da-003 3921 1144
SAP AG 2003
Delivery notes can be printed for an outbound delivery before goods issue. A delivery note normally contains the delivery note number, the delivery date, the ship-to party and the individual delivery items. Delivery notes can also be sent by EDI. The layout of the delivery note is flexible. The retail price for each item can also be included in the delivery note, thereby making price marking easier in the store.
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Outbound Delivery Process: Documents and Procedures 11
22 Transfer order
Outbound delivery
Warehouse order
33 Picking
Preceding Preceding documents documents Sales order
4
6
Confirmation, Confirmation, if if necessary, necessary, of of TO TO and and processing processing differences differences
55 Print Print delivery delivery note note if if necessary necessary
Post Post goods goods issue issue
SAP AG 2003
The outbound delivery process starts with the creation of deliveries from current sales orders or stock transfer orders. Transfer orders are then created as picking documents, and these are used for the physical picking of the articles from the picking location. If the transfer orders have to be confirmed for the warehouse, the confirmation of completed picking has to be done using the TO confirmation once physical picking is complete. The goods issue is then posted with reference to the delivery. A delivery note can be printed either before or after posting the goods issue, if necessary.
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Proof of Delivery
7 5 6 3 2 4 1 1 1 2 1 3 1 1 9 1 0 4 1 8 1 9 2 0 2 1 7 1 8 1 5 1 6 2 6 2 7 2 8 2 5 2 4 2 2 2 3 1 3 3 0 2 9
1
Del. note no.: 8000 1297
Shipping point
Store Store
Ordering party: R311 Item 10
Checks discrepancies
Confirms the PoD
Article Quantity R100013 20
2
Del. note no.: 8000 1297 Ordering party: K1 Item 10
Possible value and quantity corrections
Article Quantity R100013 20 19
3
Invoice no.: 9000 2154 Ordering party: R311 Item 10
Quantity Article R100013
19
SAP AG 2003
The proof of delivery (PoD) supports above all the business process in which an invoice is only created once the customer has confirmed the arrival of an outbound delivery. After receiving the outbound delivery, the goods recipient transfers the proof of delivery to the SAP system by means of an IDoc, and in doing so, confirms the quantities for the whole outbound delivery. In the majority of cases where there are no quantity discrepancies, there is no additional work as reporting and confirming are carried out automatically with the IDoc. If discrepancies are reported, then confirmation cannot take place automatically. In this case, you need to carry out post processing manually. Worklists are available to enable you to process the documents for PoD (proof of delivery). The worklists include "Outbound deliveries for PoD" and "Follow-up processing for PoD". The billing document is produced on the basis of correct (reported) quantities. Until the PoD confirmation has been completed, the creation of billing documents using the billing due list is blocked. Before you can use the proof of delivery, you must define whether each individual delivery item category is relevant for the PoD process. You have to define reasons for discrepancies and enter the PoD relevance in the master record of the customer with which you want to process the PoD. It is possible to run evaluations using quantity discrepancies and reasons for discrepancies (that is, where, when and why there were discrepancies).
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Goods Issue Process: Unit Summary
You are now able to:
Carry out the outbound delivery process for an article from the purchase order receipt in the distribution center to posting the goods issue, and you can also make the most important Customizing settings for this process.
SAP AG 2003
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Goods Issue Process Exercises Unit: Goods Issue Process Topic: Rough Workload Estimate At the conclusion of these exercises, you will be able to: •
Call up the standard analysis rough workload estimate
•
Explain which Customizing settings are necessary for the rough workload estimate
At the beginning of the week, to help you plan your resources, you get an overview of the expected workload.
1-1
Your store purchase order needs to be processed right up to the goods issue stage. First you would like to get a rough overview of the level of work coming your way in the next week. 1-1-1 Create a rough workload estimate for picking/GI for all documents in all the warehouses from today until the end of next week. 1-1-2 What weight and volume of goods have to be processed during this period? Weight:______________________________________________ Volume:______________________________________________ 1-1-3 From the overview, you would like to find out how great the workload is in warehouse number T##. How do you do this? ______________________________________________________ To display the warehouse number, choose: Settings Characteristic display Key and description
1-1-4 Display the ten warehouses with the highest level of weight to be processed. Exit the rough workload estimate without saving the analysis data.
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1-2
Display the workload update control for the rough workload estimate in Customizing. 1-2-1 In which units of weight and volume is data updated? _____________________________________________________ 1-2-2 How do you deactivate the rough workload estimate if you do not want to work with it? (Do not change the settings) ______________________________________________________ ______________________________________________________ 1-2-3 Has data already been entered into the warehouse workload table for warehouse L##? ______________________________________________________
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Exercises Unit: Goods Issue Process Topic: Outbound Delivery At the conclusion of these exercises, you will be able to: •
Explain and make the basic settings for an outbound delivery
•
Create an outbound delivery for a stock transport order in your store.
The articles ordered by the store are going to be delivered from your distribution center.
2-1
You would like all outbound deliveries to come from the new storage location for DC T7##, 0005, in the future. 2-1-1 What rule has been set for the delivery type NL in picking location determination? ______________________________________________________ What does it mean (F4)? ______________________________________________________ 2-1-2 For distribution center T7##, the storage location determination has only been set up with the situation. When the situation is 01 (standard), in future, you want to pick from storage location 0005 and not from 0001. In the appropriate line in the storage location determination, overwrite the storage location 0001 with 0005.
2-2
The article from the stock transport order in exercise 2-5-1, unit 4, Inventory Management , has to be delivered to store T2##. 2-2-1 Which document do you need to create from the stock transport order to be able to process it further in shipping and which organizational unit is responsible for this stock transport order? ______________________________________________________ ______________________________________________________
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All the exercises which follow can be done by choosing : Logistics Execution Outbound Process Goods Issue for Outbound Delivery 2-2-2 Create an outbound delivery using collective processing for the purchase order for goods recipient T2##. Processing is done for the shipping point R300. Select all the documents for the period between now and the delivery date two weeks from today . Create the outbound delivery in the background and use the log to find out the delivery number: ______________________________________________________ 2-3
Look at the delivery and determine various general data that is of importance for planning the picking. 2-3-1 At what time should the delivery leave the warehouse? ______________________________________________________ You will find this date by choosing Goto Processing
Header
2-3-2 Go back to the item overview for picking. Which storage location does the system default for picking ‘space’ (if any)? __________________________________________________ 2-3-3 From which warehouse number should the article be picked? ______________________________________________________ 2-3-4 What is the current picking status? ______________________________________________________ What is the current WM activities status? ______________________________________________________ 2-3-5 Which delivery type has the system is defined for your document and why does the outbound delivery have this particular delivery type? ______________________________________________________ ______________________________________________________
See exercise 2-3-3 from the Unit Inventory Management, topic Goods Movement.
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2-3-6* Where did you link the storage location with the warehouse number (see previous exercise)? ______________________________________________________ ______________________________________________________
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Exercises Unit: Goods Issue Process Topic: Wave Picks At the conclusion of these exercises, you will be able to: •
Create wave picks
•
Make the settings in Customizing to create the wave picks automatically according to time criteria
The merchandise ordered by the store will now be picked in your warehouse. You would like to divide up the individual outbound deliveries into work packs for the picking staff.
3-1
To organize the work in your warehouse, you use wave picks to divide the outbound deliveries up into work packs that will be processed later. 3-1-1 Create a wave pick for your outbound delivery using the outbound delivery monitor. Select all the outbound deliveries for shipping point R300 that have to be picked over the next 14 days. Limit all the deliveries to be processed to your warehouse number L##. 3-1-2 Select your delivery and create a wave pick for warehouse L## with the Group description “Wave pick ##” by choosing Subsequent functions Wave pick Write down the wave pick number (group number): ______________________________________________________
3-2
You want to use wave picks to organize your warehouse shifts in the future. You would like to set a limit for a maximum weight of merchandise to be processed within these shifts. 3-2-1 First you need to create a new profile, which you want to use in the first shift: Create a new wave pick profile PROF## as a copy of profile PR0001 in Shipping Picking Picking Customizing ( IMG: Logistics Execution waves). In your first shift you can process up to a maximum of 500 kg .
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3-2-2 You want to divide the morning into two shifts. To do this you need to create two new time slots: Z2## ‘Early 1 Gr.##’ from 05:00 until 07:59 Z3## ‘Early 2 Gr.##’ from 08:00 until 11:59 Both time slots should incorporate the new profile PROF##. 3-2-3 Create a new time slot group for wave pick WR## with three shifts. The first shift uses time slot Z2##, the second, Z3## and the third, Z003. Save your timeslot group for wave pick. 3-2-4 Which outbound delivery time will be used in your warehouse L## as the time of comparison for creating the wave picks? ______________________________________________________ Do not change these settings.
3-3*
Create 2 outbound deliveries for your site T2## that you want to have picked during the new early shift. 3-3-1 Define a delivery without a reference (delivery type LO) in the shipping point R300 and distribution chain R300/R5/R1 for your site T2##. Enter one week from today at 09:00 as the goods issue time The store should receive the following articles and quantities: R100002 20 PC R100007 10 CRT R100000 10 CAR Save your data. Outbound delivery number: ______________________________________________________ Check the goods issue time after saving your entries and if necessary, change this time.
3-3-2 Create a second delivery without a reference for the site T2## with the same basic data as 3-3-1 but a goods issue time of one week from today at 09:15 with the following articles and quantities: R100002 30 PC R100007 10 CRT R100008 5 CAR Save your entries Delivery number:_________________________________ Check the goods issue time after saving your entries and if necessary, change this time.
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3-3-3 Create a wave pick in accordance with the delivery time in yourwarehouse L##, using the goods issue date of your deliveries as a reference date and with the timeslot group WR##. Which outbound deliveries are used for wave creation? ______________________________________________________ ______________________________________________________ 3-3-4 Why are the deliveries assigned to your second time slot? ______________________________________________________ ______________________________________________________ 3-3-5 Why are some deliveries not assigned automatically (red traffic light)? ______________________________________________________ 3-3-6 Assign all your outbound deliveries to the first shift and save your entries. Wave pick:__________________________________
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Exercises Unit: Goods Issue Process Topic: Picking At the conclusion of these exercises, you will be able to: •
Create a transfer order as a picking document
•
Confirm the transfer order
•
Set up the transfer order
The deliveries to your store are waiting to be picked in the distribution center.
4-1
All other work can be carried out and monitored with the help of the wave pick monitor . 4-1-1 Using the monitor, display all the wave picks for warehouse number L## with Creation date for yesterday and today. 4-1-2 Then display (using the wave pick monitor) some of the data for the items in the outbound delivery you created in 2-2-2. Quantity picked Picking status WM activities status Goods issue status
You will find a status overview of the outbound delivery in the item details in the tab Processing .
Which document is required for the picking process as a result of WM activities status? _____________________________________________________ 4-1-3 Articles taken from storage (type fixed storage bin ) must be confirmed by the goods issue employee to ensure that the goods have been picked completely. Make the appropriate setting for this confrimation in Customizing for your warehouse L##.
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4-1-4 Go back to the wave pick monitor and create a transfer order by choosing subsequent processing for your first wave pick. You can display the transfer order number using the detailed info: ______________________________________________________ 4-1-5 Go back to the wave pick monitor and refresh your list. What is the status for WM activities for the wave pick now and what does it mean? ______________________________________________________ ______________________________________________________ ______________________________________________________ 4-1-6 Display your outbound delivery. What is the picking status for the article? ______________________________________________________ 4-1-7 Using the wave pick monitor, confirm all open transfer order items for your first wave pick and then refresh the list in the wave pick monitor. 4-2*
Only 500 pounds in weight should be processed in future by each picker for each wave pick request. 4-2-1 How can you ensure that a transfer order only contains a certain number of articles that will not exceed the weight limit? ______________________________________________________ 4-2-2 Create a split profile PR## in Customizing with the sort profile 1 and a reference value 500 for the weight for the transfer orders for you r warehouse number L##. Set the split for the picking area. Finally, using the controls for the performance data processing, assign the profile to your warehouse L## for the movement type 601 to the source storage bin 005 and the destination storage bin 916. 4-2-3 How does the system know which weight unit to use for the warehouse in the split profile? ______________________________________________________ ______________________________________________________ 4-2-4 Create the transfer orders for your second wave pick. How many transfer orders do you get from the wave pick? ______________________________________________________
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4-2-5 Check the transfer orders for the second delivery in your wave pick. What are the weights of the items in the transfer order? First transfer order: ___________________________________________ Second transfer order: _________________________________________ 4-2-6 Why are the first and third items in the outbound delivery combined in one transfer order and not the first and second items instead? ______________________________________________________
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Exercises Unit: Goods Issue Process Topic: Packing At the conclusion of these exercises, you will be able to: •
Pack individual items in an outbound delivery
•
Explain how packing can be controlled in Customizing
The items in the outbound delivery are going to be packed.
5-1
You want to have the articles packed which are to be delivered to the stores. 5-1-1 Which article group packaging material is assigned to the article TA03##? ______________________________________________________ 5-1-2 In Customizing find out to which packaging material type this article group packaging material is assigned: ______________________________________________________ 5-1-3 Have all the items from your outbound delivery in 2-2-2 packed and let the system default the allowed packaging materials and select the roll container R1000025 for packing. A new handling unit has to be created if the previous one is full. 5-1-4* From which setting in Customizing does the system default the packaging material allowed for your article? ______________________________________________________
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Exercises Unit: Goods Issue Process Topic: Goods Issue At the conclusion of these exercises, you will be able to: •
Create a delivery note for your outbound delivery
•
Post the goods issue
The merchandise has been picked. Add another delivery note to the outbound delivery and finally post the goods issue out of your warehouse.
6-1
Use the wave pick monitor to carry out the rest of the activities now. 6-1-1 Go to the wave pick monitor and select all the wave picks created yesterday and today for your warehouse L##. 6-1-2 Look at the outbound delivery for the first wave pick. What is the item status for: Picking WM activities Goods issue 6-1-3 Before you post the goods issue, you would like to add a delivery note from output type LD00 to the wave pick deliveries. Create this using subsequent processing. 6-1-4 Finally, post the goods issue for your wave pick. 6-1-5 Display the document flow for the outbound delivery. Which documents are listed? ______________________________________________________ ______________________________________________________ ______________________________________________________
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Solutions Unit: Goods Issue Process Topic: Rough Workload Estimate
1-1
Create rough workload estimate Logistics execution Information System 1-1-1 Menu: Merchandise logistics Warehouse Rough Workload Estimate Picking/Goods Issue Field name or data type
Values
Day
Today until the end of next week
Rough workload est.
Execute
1-1-2 You can see the entire weight and volume that has to be processed in the ‘total’ line. 1-1-3 [Switch drilldown] Choose Warehouse number. [Enter] To display the warehouse number, choose: Settings Characteristic display Key and description
1-1-4 Place the cursor on the Weight column and [Top N...] [Enter] Go back using the green arrow (do not choose the analysis) 1-2
Customizing Warehouse Management Planning and 1-2-1 IMG: Logistics Execution Monitoring Rough Workload Estimate Control Update of Workload Data
Weight unit: Kilogram Volume unit: Cubic meter 1-2-2 Pushbutton [Control] In the field group Rough workload estimate, to deactivate, the button has to be set to No update. (Do not change the settings)
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1-2-3 IMG: Logistics Execution Warehouse Warehouse Management Management Planning and and Monitoring Rough Workload Workload Estimate Calculate Workload Workload Maintain Warehouse Warehouse Workload Workload No times have been entered in the warehouse workload table for warehouse L##.
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Solutions Unit: Goods Issue Process Topic: Outbound Delivery
2-1
IMG: Logistics IMG: Logistics Execution Execution
2-1-1
Shipping
Picking
Determine Picking Picking Location Location
Define rules rules for picking picking storage storage location determinatio determination n
The rule MARE is assigned to delivery type NL. This means that the system first searches for a storage location according to the MALA rule and then according to the RETA rule (next-level principle). 2-1-2
Storage Location Location Determination Determination With With Situation Situation
Field name or data type
Values
Site
T7##
[Enter] Overwrite the storage location with 0005 for situation 01. Table view 2-2
Save
Deliver article from the stock transfer order 2-2-1 A delivery must be created for the stock transfer order. The organizational unit responsible is the shipping point . Menu: Merchandise se logistics logistics Logistics execution execution Outbound Process 2-2-2 Menu: Merchandi Goods Issue for Outbound Delivery Outbound Delivery Create Collective Processing of Documents Due for Delivery Purchase Orders Field name or data type
Values
Shipping point
R300
Delivery creation date from
Today
to Ship-to party
Friday next week T2##
Program Execute Select the purchase order [Create delivery delivery in background] background] Go back to the previous screen and choose Collective processing logs
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2-3
Goto Delivery log Display delivery Goto Documents Environment Environment Display Document Document Header Processing 2-3-1 Goto The planned The planned goods issue date issue date is displayed in the Dates the Dates field group. Date
2-3-2 Goto
Overview
Tab Picking Tab Picking Double-click on the item Storage location: 0005 2-3-3 Warehouse number: L## 2-3-4 Picking status: not yet picked WM status: WM transfer order required 2-3-5 Goto
Header
Administration Administration
Delivery type is NL The delivery type NL has been assigned to the document type UB in the IMG: Materials Management Management Purchasing Purchasing Purchase Order Order Set Up Stock Stock Transport Order [Assign delivery delivery type and and checking checking rule]
See exercise 2-3-3 from the “Inventory Management” unit, topic “Goods Movement”. Enterprise Structure Structure Assignment Assignment 2-3-6* IMG: Enterprise warehouse number to site/storage location
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Solutions Unit: Goods Issue Process Topic: Wave Picks
3-1
Create wave picks 3-1-1 Menu: Merchandi Menu: Merchandise se logistics logistics Logistics execution execution Outbound Process Goods Issue for Outbound Delivery Picking Wave Picks Create ### Via Outbound Delivery Monitor Field name or data type
Values
Shipping point
R300
Warehouse no.
L##
Program
Execute
3-1-2 Select the outbound delivery Subsequent Subsequent functions functions Group
Wave pick
Field name or data type
Values
Description
Wave pick ##
Warehouse no.
L##
Group number:____________________________________ 3-2
IMG: Logistics Logistics execution execution
3-2-1
Shipping
Picking
Wave Picks
Maintain Wave Wave Picks Profile Profile
Select the line Whse number L##/ picking waves prfl PR0001 Edit Copy as... Field name or data type
Values
Warehouse no.
L##
Picking waves prfl
PROF##
Maximum weight
500
[Enter] Table view
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3-2-2
IMG: Logistics Logistics execution execution Maintain time time slots [New entries] entries]
Shipping
Field name or data type
Values
Time slot
Z2##
Description
Early 1 Gr.##
Picking waves prfl
PROF##
Field name or data type
Values
Time slot
Z3##
Description
Early 2 Gr.##
Picking waves prfl
PROF##
Table view 3-2-3
Picking
Wave Picks
Save
Maintain Time Time Slot Group for Wave Pick
Select all entries for timeslot group R001 Edit Copy as... Overwrite R001 with WR##
Time slot for first line: Z2## Time slot for second line: Z3## Time slot for third line: Z003 Table view
3-2-4
Save
Maintain Time Time of Comparison Comparison for Forming Forming Wave Picks Time of comparison for L## is 3: Goods issue time
Do not change these settings.
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3-3*
Create outbound deliveries Outbound Process Goods Issue for 3-3-1 Menu: Logistics Execution Outbound Delivery Outbound Delivery Create Single Document Without Order Reference
Field name or data type
Values
Shipping point
R300
Delivery type
LO
Sales organization
R300
Distribution channel
R5
Division
R1
[Enter] Field name or data type
Values
Ship-to party
T2##
Planned goods issue
One week from today at 09:00:00
Article: R100002 20 PC R100007 10 CRT R100000 10 CAR Outbound delivery Save Change Single Document and Follow the menu path: Outbound delivery check the planned goods issue date and adjust it if necessary.
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3-3-2 Menu: Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document Without Order Reference
Field name or data type
Values
Shipping point
R300
Delivery type
LO
Sales organization
R300
Distribution channel
R5
Division
R1
[Enter] Field name or data type
Values
Ship-to party
T2##
Planned goods issue
One week from today at 09:15
Article: R100002 30 PC R100007 10 CRT R100008 5 CRT Outbound delivery
Save
Follow the menu path: Outbound Delivery Change Single Document and check the planned goods issue date and change it if necessary.
Logistics execution Outbound Process 3-3-3 Menu: Merchandise logistics Goods Issue for Outbound Delivery Picking Wave Picks Create ### According to Delivery Time Field name or data type
Values
Warehouse no.
L##
Reference date
Goods issue date for outbound delivery
Time slot group
WR##
Program Execute The outbound deliveries from exercises 3-3-1 and 3-3-2 will be used.
3-3-4 The system compares the goods issue time of the outbound delivery with the time frames of the time slots. 3-3-5 The wave profile used has a limited capacity of 500 kg. 3-3-6 Select the outbound deliveries and then the wave (set check mark) Wave picks Save © SAP AG
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Solutions Unit: Goods Issue Process Topic: Picking
4-1
Menu: Merchandise Logistics Logistics execution Outbound Process Issue for Outbound Delivery Picking Wave Picks Monitor
Goods
4-1-1 Field name or data type
Values
Warehouse no.
L##
Created by
IRT340-##
Created on
Yesterday to today
Program
Execute
4-1-2 Expand the (first) wave pick and put the cursor on the outbound delivery number Environment Display delivery Double click on the item: Pick. quantity: Goto
Item
0 Processing
Picking
A
WM activities
A
Goods issue
A
You have to create a transfer order for the picking. Go back to the wave pick monitor [F3] 4-1-3 (Open second session) IMG: Logistics Execution Warehouse Management Activities Confirmation Pushbutton [Storage type] For warehouse L## and storage type 005, select Confirm stck removal .
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4-1-4 Go back to the wave pick monitor using [F3] Select the (first) wave pick Subseq. Processing Multiple Processing
Transfer order Start Multiple Process.
Pushbutton [Display details] TO number:___________________________
4-1-5 Go back to the wave pick monitor using [F3] (confirm prompt with Yes) List Refresh Double click on the (first) wave pick Status overview of WM activities B (there are open TO items) Picking has not yet been completed. The TO items still need to be confirmed. 4-1-6 Expand the (first) wave pick and put the cursor on the outbound delivery number Environment Display delivery Double click on the item: (You may have to choose Goto
Picking status
C
Item
Processing)
picking complete
4-1-7 Go back to the wave pick monitor using [F3] Select the first wave pick Subseq. processing Confirm Program Execute Transfer order
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4-2*
TO split 4-2-1 With the TO split you can split up transfer orders according to weight, for example. Warehouse Management Activities 4-2-2 IMG: Logistics execution Transfers Processing Performance Data/ TO Split Define Profiles [Profile for Transport Order Splitting] Button [New entries] Field name or data type
Values
Warehouse no.
L##
Profile
PR##
Split picking area
!
Sort profile
1
Weight (limit)
500
Table view
Save
IMG: Logistics execution Warehouse Management Transfers Processing Performance Data/ TO Split Performance Data Processing/Define TO Split [Performance data control]
Activities Control for
Pushbutton [New entries] Field name or data type
Values
WhN
L##
MvT WM movement type
601
Source stor. ty.
005
Dest. stor. type
916
Profile TO Split
PR##
Tables view
Save
4-2-3 The system obtains the weight unit from the warehouse master record: IMG: Logistics Execution Warehouse Management Master Data Define Control Parameters for Warehouse Number Select L## and choose Goto Details In the field group Weights/units of measure you will find the weight unit LB for your warehouse 4-2-4 Menu: Merchandise logistics Logistics execution Outbound Process Goods Issue for Outbound Delivery Picking Wave Picks Monitor
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Field name or data type
Values
Warehouse no.
L##
Created by
IRT340-##
Created on
Yesterday to today
Program
Execute
Select the second wave pick Subseq. processing Transfer order Multiple processing Start multiple proc. Button [Display detail info] Four transfer orders have been created altogether.
4-2-5 Go back to the wave pick monitor using [F3] (confirm prompt by choosing yes) Place the cursor on the first outbound delivery of the second wave pick and choose Environment Display delivery Environment Document flow Select the individual transfer orders and choose [Display document] You will find the weights under the tab General View. 4-2-6 On the basis of the assigned sort profiles, the articles are first sorted according to article number and then evaluated by weight.
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Solutions Unit: Goods Issue Process Topic: Packing
5-1
Packing 5-1-1 Menu: Master data Article data Choose the view Basic Data Field name or data type
Values
Article
TA03##
Article
Display
[Enter]
In the field group Internal Logistics Data, you will find the merchandise category pckmat:G010. 5-1-2 IMG: Logistics Execution Packaging Materials
Shipping
Packing
Define Allowed
G010 is assigned to the packaging material types V080, V090, V100. Logistics execution Outbound Process Goods 5-1-3 Merchandise logistics Issue for Outbound Delivery Outbound Delivery Change Single Document
Enter the delivery number from the delivery you created in exercise 2-2-2 [Enter] Edit Pack Select item, Extras
Allowed packaging material
Double-click on R100025 Select the handling unit and article Edit Pack New HU if full
5-1-4 Allowed packaging materials are defaulted by the system in the Customizing view Define Allowed Packaging Materials (see 5-1-2)
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Solutions Unit: Goods Issue Process Topic: Goods Issue
6-1
Menu: Merchandise Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Waves Pick Monitor
6-1-1 Field name or data type
Values
Warehouse no.
L##
Created by
IRT340-##
Created on
Yesterday to today
Program
Execute
Select first wave pick
6-1-2 Expand the (first) wave pick and put the cursor on the outbound delivery number Environment Display delivery Double click on the item: Goto
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Item
Processing
Picking
C
fully picked
WM activities
C
WM TO confirmed
Goods issue
A
not yet started
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6-1-3 Select first wave pick Subseq. processing Output/papers Field name or data type
Values
Output type
LD00
Program
Output delivery note Delivery note
Execute
Select outbound delivery Subsequent functions Outbound Delivery Output Field name or data type
Values
Processing mode
First processing
Goto
Print preview
6-1-4 Go back to the wave pick monitor using [F3] Select the first wave pick Subsequent Processing Program Execute
Goods Issue
GI Collective Processing
Select outbound delivery Subsequent Functions Post Goods Issue Confirm actual goods movement date with [Enter] 6-1-5 Go back to the wave pick monitor using [F3] Expand the first wave pick and place the cursor on the outbound delivery number Environment Display delivery Environment Document flow The following documents are displayed: Purchase order Outbound delivery (replenishment delivery) WM System transfer order Handling unit(s) GI posting (UL on stock in transit)
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Merchandise Distribution
Contents:
Merchandise distribution overview
Cross-docking
Flow-through
SAP AG 2003
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Merchandise Distribution: Unit Objectives
At the conclusion of this unit, you will be able to:
Explain the various procedures for merchandise distribution
List the documents required for the individual procedures
Make the settings needed for merchandise distribution
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Course Overview
1
Course Overview
2
Basic Concepts
3
Goods Receipt Process
4 5
Inventory Management Goods Issue Process
6
Merchandise Distribution
7
Conclusion
SAP AG 2003
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Merchandise Distribution: Business Scenario
Your company wants to improve the merchandise flow from the vendor to the store so you want to introduce cross-docking in your distribution center.
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Business Process (Example)
Generation Generation of of store store orders orders
Collective Collective PO PO
4
3
Sales Sales data data upload upload
55 2 Goods Goods receipt receipt in in distribution center distribution center
66
7
Store Store sales sales
11
Cross-docking Cross-docking and and goods goods issue issue Merchandise flow Information flow
Goods Goods receipt receipt in in store store
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Merchandise Distribution Overview: Objectives
At the conclusion of this topic, you will be able to:
Explain the tasks and objectives of merchandise distribution in SAP Retail
Name the two phases of merchandise distribution and explain the steps involved in them
Name the processing methods involved in merchandise distribution
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Merchandise Distribution Central procurement and merchandise distribution
Head Head office office
Head Head office office
Allocation tables
Collective PO
Vendor Vendor
push
pull
Distrib. Distrib. center center
Recipient Recipient A A
Recipient Recipient B B
SAP AG 2003
You can use the merchandise distribution functions to control the flow of merchandise from the vendor to the recipient (store or customer), if the recipient of the articles is known at the time of procurement. You use either an allocation table (push method) or a collective purchase order ( pull method) to plan distribution. The merchandise is procured externally and flows through the distribution center. It can either be put away in the distribution center or moved through the distribution center using cross-docking or flow-through.
In the push method, merchandise distribution is planned using an allocation table. The procurement documents (vendor orders) and issue documents (warehouse orders or outbound deliveries) are then generated as follow-on documents for the allocation table.
Issue documents (sales orders or warehouse orders) for the recipients normally exist for the pull method. Collective purchase orders are created as procurement documents in which the issue document quantities for each article and distribution center are added together. Distribution data is also updated in the system when collective purchase orders are generated. The data is then used to control and monitor the distribution of merchandise to the recipients.
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Phases of Merchandise Distribution Head Head office office
1 P P L L A A N N N N II N N G G
STO 45... STO 45... Vendor SalesDC: order Suppl. DC: R300 Suppl. DC: R300 R300 STO 45... STO 45... Suppl. StoreDC: order Suppl. DC: R300 Suppl. DC: R300 R300
Collective PO or Allocation tables
P P R R O O C C E E S S S S II N N G G
OR 45... Vendor: R3001
Assignment Assignment Procurement docs
Issue documents
2
OR 45... Vendor: R3000
Distrib. Distrib. center center
Goods receipt
Cross -docking Cross-docking Flow -through Flow-through
Goods issue
SAP AG 2003
The merchandise distribution process is broken down into planning and processing phases. Planning for merchandise distribution is done centrally, either using an allocation table or a collective purchase order. Distribution data is updated during planning. This data forms the link between procurement and issue documents. Merchandise distribution is processed in the distribution center. The distribution data is adjusted to match the quantities that are actually available at goods receipt. The merchandise is then distributed to recipients using different processing methods or placed in storage, as required. The merchandise is then moved to the goods issue area where the goods issue is then booked.
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Processing Merchandise Distribution
Head Head office office
Collective Collective PO PO or or allocation allocation table table
Goods Goods receipt receipt
Adjust Adjust article article quantities quantities Distrib. Distrib. center center
Goods Goods issue issue SAP AG 2003
Cross-docking is an ECR (Efficient Consumer Response) concept for optimizing logistics, particularly in the distribution center. The merchandise is taken from goods receipt to goods issue without being put into stock. By using the cross-docking method, you can increase the stock turnover, move the merchandise through the distribution process more quickly, and reduce storage costs. In SAP Retail, you can use the cross-docking method even if you do not use a warehouse management system.
Distribution data is created when the merchandise distribution is planned, that is as a result of the generation of follow-on documents for an allocation table, or the generation of a collective PO. During or after goods receipt, the data is updated on the basis of any changes made.
A merchandise distribution method in which merchandise flows through the distribution center consists of the following steps: 1. Planning 2. Adjusting distribution quantities 3. Subsequent processing using various processing methods 4. Moving goods to the goods issue area 5. Posting goods issue
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Processing Merchandise Distribution Collective Collective PO PO or or allocation allocation table table
Head Head office office
Goods Goods receipt receipt
Adjust Adjust article article quantities quantities Distrib. Distrib. center center
Processing procedure
Cross-docking Cross-docking
RecipientRecipientdriven driven flow-through flow-through
MerchandiseMerchandisedriven driven flow-through flow-through
Putaway Putaway
Goods Goods issue issue SAP AG 2003
In subsequent processing, various processing methods are used to distribute the goods to recipients or to put them into stock. The stock is posted to a separate storage location for each processing method. The following processing methods are possible for cross-docking:
Cross-docking: Handling units are not unpacked between goods receipt and goods issue.
Flow-through: After goods receipt, merchandise is transported to a repacking bin where it is repacked. The merchandise is then transported to goods issues. There are two kinds of flow-through: Recipient-driven flow-through and merchandise-driven flow-through
Putaway: Merchandise is posted to a putwaway storage location.
You can use optimized procurement methods to enable y ou to meet the handling unit requirements of the individual recipients, while still allowing you to procure in large handling units. The optimized methods are combinations of existing methods 1. Cross-docking/flow-through 2. Cross-docking/putaway
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Cross-Docking: Objectives
At the conclusion of this topic, you will be able to:
Explain the steps involved in the cross-docking method of processing merchandise distribution
Name and describe the documents required for cross-docking
Make the settings needed for cross-docking with prepacking
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Cross-Docking: Flow of Information and Merchandise 1/2 Recipient Recipient A A Vendor order Sales order
DC
2 car
Recipient A
[Recipient A 1car] [Recipient B 1car]
Warehouse order
Distrib. Distrib. center center
Vendor Vendor
Recipient B
Recipient Recipient B B SAP AG 2003
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Cross-Docking: Flow of Information and Merchandise 2/2 Recipient Recipient A A Vendor order Sales order
DC
Recipient A
2 car
[Recipient A 1car] [Recipient B 1car]
Warehouse order
Distrib. Distrib. center center
Vendor Vendor
Recipient B
Recipient Recipient B B
Merchandise flow Information flow
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Cross Docking: Steps Involved Sales order Recipient A
1
Vendor order
1/4 Warehouse order Recipient B
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Cross-Docking: Steps Involved Sales order Recipient A
1
2
Vendor order
2/4 Warehouse order Recipient B
Goods Goods receipt receipt
Article 1 Article 2 Article 3
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Cross-Docking: Steps Involved 1
Sales order Recipient A
2
Vendor order
3/4 Warehouse order Recipient B
Goods Goods receipt receipt
3
Outbound del.3 Recipient A
Outbound del. Recipient B
Article 1 1Pal Article 2 1Pal Article 3 1Pal
Article 2 1Pal Article 3 1Pal
Article 1 Article 2 Article 3
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Cross-Docking: Steps Involved 1
Sales order Recipient A
2
Vendor order
4/4 Warehouse order Recipient B
Goods Goods receipt receipt
3 Outbound del. Recipient A
Outbound del. Recipient B
Article 1 1Pal Article 2 1Pal Article 3 1Pal
Article 2 1Pal Article 3 1Pal
Article 1 Article 2 Article 3
4 SAP AG 2003
Goods Goods issue issue
1. The warehouse orders for the stores and/or sales orders are grouped together to create a single purchase order for the vendor. You can do this using the "Collective PO" function or from the allocation table, where a purchase order containing the total quantities for the distribution center is created. Note: The allocation table function does not support prepacked cross-docking with SLS (Supplementary Logistics Services). 2. The goods are delivered to the distribution center and the goods receipt is posted to the relevant storage location. The merchandise distribution data can be adjusted if necessary, enabling you to take account of any differences between the ordered and delivered quantity, and to adjust the original quantities ordered by the stores, if required. 3. During or after this adjustment, outbound deliveries are generated from the warehouse orders or sales orders. The vendor has already packed the articles by vendor, so complete pallets can be delivered to the recipients. 4. A goods issue must be posted with reference to the outbound deliveries.
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Selection of Articles for Collective PO Delivery due list (stock transport orders, sales orders) Supplying DC: R300
R100000 R100002 R100003
10Pc 10Pc 20Pc
Distribution Distribution profile: profile: 001 001 Processing Processing method: method: cross-docking cross-docking Distribution Distribution profile: profile: 002 002 Processing Processing method: method: flow-through flow-through Distribution Distribution profile: profile: __ __
Create a collective purchase order Processing methods:
SPO 450000... Vendor: R3001
Cross-docking Flow-through
Selection R100002 10 Pc Flow-through
Putaway Cross-docking/flow-through Cross-docking/putaway
Proposed Proposed Processing Processing method method
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When creating collective purchase orders, you can enter criteria so that schedule lines in issue documents are taken into consideration. You can enter the following criteria: distribution center, recipient, relevant time period and issue document type. Of the selected articles, the system only takes those articles into consideration that have been assigned the relevant processing method in distribution profile in the article master. Existing warehouse stock and open purchase orders can be considered as merchandise that has already been procured.
The system uses your settings to select the relevant issue document items and their schedule lines, and groups their quantities for each article and distribution centers into potential collective order schedule lines. Potential collective PO items are then created using one or more collective PO schedule lines.
You can process potential collective PO items individually in detail or using a worklist, and make changes as required. This is how you can assign supply sources or change the quantity of collective PO schedule lines, for example.
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Supplementary Logistics Services (SLS)
Article Article Additionals Additionals
SLS SLS Procedure Procedure for for additionals additionals
Service profile for SLS
Follow-on action: SLS: SLS: Prepacking Prepacking
Control Control for: for: •• Purchasing Purchasing •• Goods Goods movement movement •• Delivery Delivery •• Sales Sales order order
GR Vendor order
Statistical subitems per recipient SAP AG 2003
Supplementary Logistics Services (SLS) are article-specific services supported by logistics. Each SLS has its own article master, for which you only have to enter basic data. Technically, SLS are additionals. You assign SLS to an article by entering the number of the SLS as an additional, and the appropriate procedure for additionals in the article master of the article to be procured or sold. If a procedure for additionals that has the follow-on action 'Prepacking' is assigned to an SLS, a statistical subitem is created for each recipient. The quantity of the article for the individual recipient is entered in this subitem. The total recipient quantities must always be the same as the total quantity of the purchase order item. SLS functions can be used by both customers and vendors. Customers and vendors can take account of the costs for SLS during price determination and update the data for the SLS in the Retail Information System (RIS).
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Blocks for a Delivery Due List Stock transport orders, sales orders
Allocation table R100000 100 Pc Item category: Merchandise distribution R100002 100 Pc Item category: Merchandise distribution
Supplying DC: R300
R100000 R100002 R100003
10Pc 10Pc 20Pc
Create a collective purchase order
Generate follow-on documents
Block on processed item(s) in delivery due list
Supplying DC: R300 Store: R314
SPO 450000... Vendor: R3001 R100000
R100000 R100002
10Pc
Stock transfer orders
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If sales orders or stock transport orders are combined to form a collective purchase order, then, once the collective purchase order has been created, they are blocked by the delivery due list for outbound delivery creation so that no further processing can be carried out in shipping.
Stock transport orders that are created for merchandise distribution from the allocation table (controlled by item category) are also blocked for the delivery due list.
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Flow-Through: Objectives
At the conclusion of this topic, you will be able to:
Name two different flow-through methods and explain the main differences between them
Explain the steps involved in these two methods and create the documents required for them
Make the basic settings needed to use the various flow-through methods in a distribution center
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Recipient-Driven Flow-Through: Steps Involved 1/3 1
Sales order Recipient A
2
Delivery Recipient A
3
Vendor order
Warehouse order Recipient B
Goods Goods receipt receipt
Article 1 Article 2 Article 3
Article 1 1Pal Article 3 1Pal
Delivery Recipient B Article 2 1Car Article 3 1Pal
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Recipient-Driven Flow-Through: Steps Involved 2/3 1
Sales order Recipient A
2
Delivery Recipient A
3
Article 1 1Pal Article 3 1Pal
Vendor order
Warehouse order Recipient B
Goods Goods receipt receipt
Article 1 Article 2 Article 3
Delivery Recipient B Article 2 1Car Article 3 1Pal
4 Picking
Recipient B
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Recipient-Driven Flow-Through: Steps Involved 3/3 1
Sales order Recipient A
2
Delivery Recipient A
3
Article 1 1Pal Article 3 1Pal
Vendor order
Goods Goods receipt receipt
Article 1 Article 2 Article 3
4 Picking
Recipient A
SAP AG 2003
Warehouse order Recipient B
Delivery Recipient B Article 2 1Car Article 3 1Pal
Recipient B
5 Goods Goods issue issue
1. The warehouse orders for the stores and/or sales orders are grouped together to create a single purchase order for the vendor. You can do this using the "Collective PO" function or from the allocation table, where a purchase order containing the total quantities for the distribution center is created. 2. The goods are delivered to the distribution center and the goods receipt is posted to the relevant storage location. The goods are not prepacked. The merchandise distribution data can be adjusted if necessary, enabling you to take account of any differences between the ordered and delivered quantity, and to adjust the original quantities ordered by the stores, if required. 3. During or after this adjustment, outbound deliveries are generated for each recipient from the warehouse orders or sales orders. 4. You then pick the articles for the individual recipients, using the delivery document as a picking document. 5. A goods issue is posted with reference to the outbound deliveries.
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Distribution Profile for the Site (1/2)
Site profile for distributing articles Distribution Distribution center center
Cross-docking Cross-docking possible? possible? Flow-through possible? Flow-through possible?
Distribution Distribution profile profile
CD CD delivery delivery relevant relevant for for picking? picking?
Control per business process
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The site distribution profile is used for defining the basic characteristics of a site for merchandise distribution: - Do you plan to use cross-docking for handling merchandise in your site ? - Do you plan to use flow-through for handling merchandise in your site ? - Are the deliveries involved in the cross-docking method relevant for picking ? You can also enter blocking and rejection reasons for sales order items.
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Distribution Profile for the Site (2/2) Site profile for distributing articles
Control depends business process Time Time of of adjusting adjusting distribution distribution data data to to match GR data match GR data
Distribution Distribution center center Distribution Distribution profile profile
Time Time of of outbound outbound delivery delivery /distribution order /distribution order generation generation Create outbound delivery at same time? Continue processing if data is incomplete? Time of adjustment and follow-on document generation for SLS
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For each business process, you can define the times for adjusting distribution data (at goods receipt, checking the size of the variance, if necessary, or manually) and follow-on document (outbound delivery, distribution order) generation. In addition, you can define strategies for dealing with incomplete distribution data.
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Merchandise-Driven Flow-Through: Steps Involved 1/5 Sales order Recipient A
1
2
Vendor order
Warehouse order Recipient B
Goods Goods receipt receipt
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Merchandise-Driven Flow-Through: Steps Involved 2/5 Sales order Recipient A
1
2 Distribution order Article 1 3 Recipient A 3 Car Recipient B 3 Car
Vendor order
Warehouse order Recipient B
Goods Goods receipt receipt
Article 1 Article 2 Article 3
Distribution order Article 3 Recipient A 1 Car Recipient B 2 Car
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Merchandise-Driven Flow-Through: Steps Involved 3/5 1
Sales order Recipient A
2 Distribution order Article 1 3 Recipient A 3 Car Recipient B 3 Car
Vendor order
Warehouse order RecipientB
Goods Goods receipt receipt
Article 1 Article 2 Article 3
4
Distribution order Article 3 Recipient A 1 Car Recipient B 2 Car
Picking
Storage bin for recipient A
Storage bin for recipient B
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Merchandise-Driven Flow-Through: Steps Involved 4/5 1
Sales order Recipient A
2 Distribution order Article 1 3 Recipient A 3 Car Recipient B 3 Car
Vendor order
Warehouse order Recipient B
Goods Goods receipt receipt
Article 1 Article 2 Article 3
4
Picking
Distribution order Article 3 Recipient A 1 Car Recipient B 2 Car
5 Outbound delivery Recipient A
Storage bin for recipient A
Outbound Storage bin for recipient B delivery Recipient B Article 1 3 Car Article 3 2 Car
Article 1 3Car Article 3 1Car SAP AG 2003
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Merchandise-Driven Flow Through: Steps Involved 5/5
2 Distribution order Article 1 3 Recipient A 3 Car Recipient B 3 Car
5Outbound del. Recipient A Article 1 3 Car Article 3 1 Car
Vendor order
1
Sales order Recipient A
Warehouse order Recipient B
Goods Goods receipt receipt
Article 1 Article 2 Article 3
4
Picking
Distribution order Article 3 Recipient A 1 Car Recipient B 2 Car
Outbound del. Storage bin for recip. B Recipient B
Storage bin for recip. A
Article 1 3 Car Article 3 2 Car
66 Goods Goods issue issue
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1. The warehouse orders for the stores and/or sales orders are grouped together to create a single purchase order for the vendor. You can do this using the "Collective PO" functionality or from the allocation table, where a purchase order containing the total quantities for the distribution center is created. 2. The goods are delivered to the distribution center and the goods receipt is posted to the relevant storage location. The goods are not prepacked. The merchandise distribution data can be adjusted if necessary, enabling you to take into account any differences between the ordered and delivered quantity, and to adjust the original quantities ordered by the stores, if required. 3. During or after this adjustment, distribution orders are generated for each article from the warehouse orders or sales orders. The distribution orders contain information on which recipient is to receive which quantity of the article concerned. 4. The articles are then picked individually using the distribution orders as picking documents and distributed to the individual recipients on the basis of the purchase order. 5. As soon as a package (such as a pallet) for the recipient is full, an outbound delivery is created for it. The items in this outbound delivery are not relevant for picking. 6. A goods issue is posted with reference to the outbound deliveries.
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Distribution Profile for Article
Distribution profile for the article in DC Processing Processing method method for for distribution distribution Distribution Distribution method method for for flow-through: flow-through: recipient recipient or or merchandisemerchandisedriven? driven?
Article Article Distribution Distribution profile profile
Distribution Distribution center center Difference Difference in in percent percent between between delivered delivered and and ordered quantity for ordered quantity for adjusting adjusting data data in in GR GR
Distribution Distribution profile profile
Control depends on business process Time Time when when distribution distribution data data is is adjusted adjusted to to match match GR GR data: data:
At goods receipt checking size of variance SAP AG 2003
The article distribution profile defines the processing method and the quantity adjustment made at goods receipt. The assignment of the distribution profile to the article (logistics data view) is a prerequisite for using the merchandise distribution functions for the article. The processing method is mapped as a combination of the processing and distribution method, which means that for the flow-through method you can differentiate between recipient-driven and merchandisedriven flow-through. If the delivered quantity differs from the ordered quantity, the system can adjust the values automatically at goods receipt. You can use the time set in the Adjustment at GR paramater (in the distribution profile for the distribution center) to make this automatic adjustment dependent on a percentage. You can enter a value in the Percentage variance, adjustment field in the distribution profile of the article to define the how high the difference may be in percent between the delivered and ordered quantities for the planned distribution still to take place in goods receipt. Example: If you do not want automatic adjustment to take place if the difference is more than 15%, you enter a value of 15.
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Adjustment Profile
Head Head Office Office
Collective Collective purchase purchase order order or or allocation allocation table table
Goods Goods receipt receipt
Distribution Distribution profile profile
Distribution profile for the article in DC Adjustment Adjustment Profile Profile Percentage Percentage variance, variance, adjustment adjustment
Adjust article quantities
Adjustment profiles per processing method (and business process) Function Function modules modules for for •• Overdelivery Overdelivery •• Underdelivery Underdelivery Allocation Allocation of of remaining remaining quantitites quantitites
SAP AG 2003
Once all the requirements for automatic adjustment are met in goods receipt, you use the adjustment profile to define how quantities are to be adjusted. For each processing method and, if applicable, business process, you can use the standard function modules for distributing an overdelivery or underdelivery, or you can use your own function modules. If quantities are left over after adjustment, you can use the parameter, Allocation of remaining quantities, to determine to which sites these quantities are assigned. • Allocated to largest quantity • Allocated to smallest quantity • User exit Equally distributed • Fill up to planned quantity then distribute equally in issue unit of measure • Put away remainder • If you use the push method with an allocation table, you should ensure that the processing method is determined dynamically from the master data, as the setting is made for the adjustment profile for each processing method. You do this by choosing the setting Determine processing method from master data for the parameter Proc. meth. determ. in the item category of the allocation table. If you want to adjust an allocation table in goods receipt, you must activate the Creation of distribution data in the item category of the allocation table.
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Overview of Documents in Merchandise Distribution Head Head office office
Collective Collective PO PO or or allocation allocation table table
Goods Goods receipt receipt Processing method
Cross-docking Cross-docking
Outbound Outbound d eliveries deliveries
Recipient-driven Recipient-driven flow-through flow-through
Outbound eliveries d Outbound deliveries deliveries
MerchandiseMerchandisedriven driven flow-through flow-through
Distribution Distribution center center
Putaway Putaway
Distribution Distribution order order
Picking Outbound eliveries d Outbound deliveries deliveries
Goods Goods issue issue SAP AG 2003
In subsequent processing, various processing methods are used to distribute the goods to recipients or put them into stock. The stock is posted to a separate storage location for each processing method. The following processing methods are possible for cross-docking:
1. Cross-docking: Handling units are not unpacked between goods receipt and goods issue.
2. Flow-through: After goods receipt, merchandise is transported to a repacking bin, where it is repacked. The merchandise is then transported to goods issues. There are two kinds of flow-through: Recipient-driven flow-through and merchandise-driven flow-through
3. Putaway: Merchandise is posted to a putwaway storage location.
You can use optimized procurement methods to enable y ou to meet the handling unit requirements of the individual recipients, while still being able to procure in large handling units. The optimized methods are combinations of existing methods:
4. Cross-docking/flow-through
5. Cross-docking/putaway
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Merchandise Distribution: Unit Summary
You are now able to:
Explain the various procedures for merchandise distribution
Name and create the documents required for the individual procedures
Make the settings necessary for using merchandise distribution
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Merchandise Distribution Exercises Unit: Merchandise Distribution Topic: Cross-Docking with Prepacking At the conclusion of these exercises, you will be able to: •
Create a collective PO with subitems for prepacking
•
Post the receipt of prepacked goods in the distribution center and process the stores’ purchase orders in shipping using the cross-docking method.
Before procuring merchandise, you group the stock transport orders from your stores together to create a collective purchase order for an external vendor. The collective PO contains subitems, which represent the quantities ordered by the individual stores, so that the vendor can prepack the goods. When goods are received in the distribution center, the article quantities are distributed among stock transport orders and sent to goods issue immediately, together with the relevant documents. 1-1
When placing purchase orders for your stores in the future, you want to have the vendor prepack the goods. 1-1-1 Which additional is assigned to article TA11## (in the additional data) and which procedure for additionals is used? ________________________________________________________________ ____________________________________________ 1-1-2 Look at the procedure for additionals in more detail in Customizing. What is the name of the service profile used, and which follow-up action is used for prepacking? _____________________________________________________ 1-1-3 Assign the additional assigned to TA11## to article TA12## with the procedure for additionals 0005.
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1-2
Go into the application and create two stock transfer orders with the following data by Purchase order Create Vendor Known : choosing Purchasing 1-2-1 Stock transfer order Supplying site: Purchasing org.: Purchasing group:
T7## R300 R30
TA11## 10 Car Article: Delivery date: One week from today T1## Site: TA12## 200 Pc Article: Delivery date: One week from today Site: T1##
Purchase order number:
1-2-2 Stock transfer order Supplying site: Purchasing org.: Purchasing group:
_____________________________
T7## R300 R30
TA11## 30 Car Article: Delivery date: One week from today Site: T2## TA12## 400 Pc Article: Delivery date: One week from today T2## Site:
Purchase order number:
1-3
______________________________
The purchase orders for your stores are now grouped into a collective purchase order for an external vendor in Merchandise Distribution. 1-3-1 Create a collective purchase order for distribution center T7## and purchasing organization R300. You want to procure all the articles that have to be delivered to your store by next Friday. The goods are to remain in the distribution center for no more than one day. To do this, choose Schedule line interval 1.
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1-3-2 What does the ‘SLS’ indicator mean in the article item (F1 help)? ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ 1-3-3 How can you find out which stock transport orders should be used to calculate the purchase order quantity? ______________________________________________________ 1-3-4 Which vendor does the system determine for the individual articles? Generate a collective purchase order using the total worklist and make a note of the number: ______________________________________________________ 1-3-5 Display the collective purchase order in the system. To which site is the total quantity of the article delivered? ______________________________________________________ In which storage location is goods receipt to take place? ______________________________________________________ 1-3-6 Where in the purchase order do you find out which stores the articles are subsequently going to be delivered to? ______________________________________________________ ______________________________________________________ 1-4
After goods receipt at the distribution center, the received quantities are distributed to the individual stock transport orders for the stores. They are then moved to goods issue immediately, together with the relevant delivery documents. 1-4-1 The goods were delivered in full to distribution center T7## and you post a Goods receipt for distribution for your collective PO (see exercise 1-3-4) using Movement type 101. Make a note of the article document number. ______________________________________________________ 1-4-2 Go to the merchandise distribution monitor and check that the article is distributed correctly to the individual recipients in distribution center T7## from the PO created in exercise 1-3-4. Which documents does the system display? ______________________________________________________ ______________________________________________________
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1-4-3 The follow-on documents for delivering items from the distribution center to the stores are also created when merchandise distribution is adjusted. Find the document type and document number using the purchase order history for the items in the stock transport order that you created. Document: Number: 1-4-4 Display the delivery. Which picking storage location did the system determine? What is the picking status of the article items? Picking status: How does this affect processing the delivery? ______________________________________________________ ______________________________________________________ 1-4-5* Now post the goods issue for the deliveries from the outbound delivery monitor Logistics execution Outbound process Goods ( Merchandise logistics issue for outbound delivery Post goods issue Collective PO via outbound delivery monitor ) . All your deliveries are processed through shipping point R300. In the document overview, choose Edit → All selections and enter your sold-to parties T1## and T2## as selection criteria for the outbound deliveries.
1-4-6* In the monitor for merchandise distribution, look at the PO history for the items in your collective PO and stock transport order. Which follow-on documents are displayed? Follow-on documents for collective PO: _____________________________________________________ Follow-on documents for stock transport order: _______________________________________________________________ ___________________________________________
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Exercises Unit: Merchandise Distribution Topic: Recipient-Driven Flow-Through At the conclusion of these exercises, you will be able to: •
Make the Customizing settings for merchandise distribution
•
Make the settings necessary for recipient-driven flow-through
•
Create and carry out merchandise distribution using an allocation table according to the push method.
Create an allocation table for merchandise distribution and generate the follow-on documents for this. Once the articles have been received in the distribution center, deliveries are created on the basis of stock transport orders. The merchandise is picked, and the goods issue is posted in the distribution center. Goods receipts are then posted in the stores. 2-1
First, create a new site profile and assign this to your distribution center. 2-1-1 In Customizing for merchandise distribution ( Logistics - General Merchandise Distribution ), create site profile B##. You want your site profile to allow for both cross-docking and flow-through. You do not want crossdocking deliveries to be relevant for picking. In the controls for business processes, make a setting for the Push process so that the time for adjustment has to be determined manually. Deliveries and distribution orders are also to be generated manually (in a separate transaction). In addition, merchandise distribution is to take place even if deliveries are incomplete. Leave all the other entries as they are. 2-1-2 In the site master, assign the new site profile B## to distribution center T7##.
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2-2
In the application for planning merchandise distribution, create an allocation table. 2-2-1 Create an allocation table with Allocation with Allocation table type 0340 for purchasing for purchasing organization R300 and purchasing and purchasing group R30. The “Site delivery date” is 14 days from today and the DC delivery date is 13 days from today. 100 car of article TA03## and 100 car of article TA04## are to be delivered to the stores of site of site group BGAK##. For this you need to make control settings for the procurement and outbound delivery of the article in the Item the Item category so that a purchase order is processed via the DC (with the stock transport order UB) FT. Which item category do you choose? ______________________________________________________ __________________________ ____________________________ Save the allocation table and make a note of the number. ______________________________________________________ __________________________ ____________________________ If you receive the message: The allocation table is complete. However, there are messages and warnings. Do you want to save the allocation table anyway? Choose [Save]
2-2-2 From the display view of the allocation table, generate the vendor order for both items and make a note of its number: ______________________________________________________ ___________________________ ___________________________ Look at the purchase order. To which site and storage location are the articles delivered? ______________________________________________________ ___________________________ ___________________________ 2-2-3 From the display view of the allocation table, generate the stores’ warehouse order for both items in the DC. As you want a separate warehouse order number for each store, choose “Site” as the split the split criterion. criterion.
Choose CTRL+F1 to call the split criterion.
Make a note of the stock transport order numbers: ______________________________________________________ ____________________________ __________________________
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2-3
Planning for your merchandise distribution is now complete and the merchandise is delivered to the distribution center. 2-3-1 The ordered articles articles are delivered in full by the vendor, and you post the goods receipt in distribution center T7## with movement type 101 and with reference to the vendor order created in exercise 2-2-2. Adopt the defaulted quantity and post the goods receipt. Article document:___________________________________________ 2-3-2 Now run the distribution distribution of the the quantities of your articles posted in the goods receipt in the monitor for your distribution center T7## and for the vendor purchase order (see 2-2-2). Which Customizing setting determines that, in this case, a delivery for the warehouse orders is not generated at the same time as the goods receipt is posted (no purchase order history records exist)? ______________________________________________________ __________________________ ____________________________ ______________________________________________________ __________________________ ____________________________ 2-3-3 In the monitor, adjust the merchandise distribution data. Which article quantities does the system default for distribution? Cross-docking:_________________________________________ Flow-through: _________________________________________ Save the defaulted distribution data and go back to the monitor. 2-3-4 In the distribution profile profile for the distribution center, you defined that deliveries are generated manually once distribution data has been adjusted. In the monitor, create the deliveries for the purchase orders. Make a note of the delivery numbers that are determined in the log: ______________________________________________________ __________________________ ____________________________ ______________________________________________________ __________________________ ____________________________ 2-3-5 Display the details of one of the the deliveries. Which storage location are the articles picked from? ______________________________________________________ __________________________ ____________________________ What is the picking status of the items? ______________________________________________________ __________________________ ____________________________
2-4*
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Pick the merchandise and post the goods issue for the distribution center.
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Exercises Unit: Merchandise Distribution Topic: Merchandise-Driven Flow-Through Flow-Through At the conclusion of these exercises, you will be able to: •
Control merchandise distribution in Customizing
•
Make the settings needed for flow-through
•
Enter a goods receipt with an underdelivery
You use merchandise distribution in the warehouse so that you can carry out logistics processes quickly. As your ve ndor delivered fewer articles than you ordered, you record this underdelivery at goods receipt. Use the optimized crossdocking/merchandise-driven flow-through method to do this. 3-1
In distribution center T7## you want to use the optimized cross-docking/flow-through method so that merchandise distribution is carried out automatically. To do this, first optimize your distribution profile. 3-1-1 In Customizing Customizing for for merchandise merchandise distribution, distribution, change the site site profile profile B##. Make settings for the “pull” method by copying co pying the business process for the “push” method. Then make the following changes on the detailed screen for the “pull” method: Distribution data has to be adjusted at goods go ods receipt, but the difference between the ordered and received quantities needs to be checked. CD deliveries are to be created automatically at goods receipt. Do not make any changes to the other settings. Save your profile. 3-1-2 If the delivered and ordered ordered quantities differ, distribution distribution quantities need to be adjusted automatically at goods receipt. SAP Retail uses a function module for this and offers a standard procedure. Which profile contains these settings? ______________________________________________________ __________________________ ____________________________
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3-1-3 In future, distribution data is only to be adjusted automatically if the delivery quantity differs from the order quantity by no more than 10%. For this, create a new distribution profile A## (article profile group ##) by copying co pying distribution profile 001. The new distribution profile should allow the optimized crossdocking/flow-through method with article-based distribution. Use Adjustment Use Adjustment profile 001 for a maximum variance of 10%. 3-1-4 In the article master master data, assign the new distribution distribution profile A## to article R100008 in the Logistics: the Logistics: Distribution Distribution Center view view for distribution center T7##. 3-2
Create two (new) stock transport orders with the following data by choosing Purchasing Purchasing Purchase order order Purchase Order Create Stock Transfer Transfer T7## 3-2-1 Supplying site: Order type: type: UB Purchasing organization: organization: R300 R30 Purchasing group: group: One week from today Delivery date: date: Site: Site: T1## 0001 Storage location: location: R100008 40 CRT Purchase order items:
PO number:
_____________________________ ________________________ _____
T7## Supplying site: site: Order type: type: UB Purchasing organization: organization: R300 R30 Purchasing group: group: Delivery date: date: One week from today Site: Site: T2## 0001 Storage location: location: R100008 60 CRT Purchase order items:
Purchase order number:
_____________________________ ________________________ _____
3-2-2 In merchandise distribution, create create a collective purchase order for distribution center T7## and purchasing organization R300. You want to run procurement for all articles that have to be delivered to your store by next Friday. The goods are to remain in the distribution center for no more than one day. Therefore choose Schedule line interval 1
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3-2-3 Which processing method does the system default for the article? ______________________________________________________ __________________________ ____________________________ Where does this default value come from? ______________________________________________________ __________________________ ____________________________ If the system does not default processing method 4, change the items to the correct processing method.
3-2-4 Generate the PO and note the number: ______________________________________________________ ___________________________ ___________________________ 3-3
The vendor delivers the articles, but not in the full quantity. 3-3-1 The collective purchase order goods are being delivered to your distribution center T7##, however, only 9 pallets could be delivered by the vendor. Enter the goods receipt (with movement type 101) for the purchase order for the 9 pallets that were delivered. Which two storage locations are the 9 pallets allocated to? ______________________________________________________ ___________________________ ___________________________ 3-3-2 Post the goods receipt and make a note of the document number: ______________________________________________________ ___________________________ ___________________________ 3-3-3* Which setting results in the system determining determining storage location 0004 for a pallet of the article? 3-3-4* Check this setting for distribution center T7##.
3-4
Go to the monitor for merchandise distribution and check the document flow for the stock transport order. 3-4-1 Have deliveries already been created for for the stock transport order? _____________________________________________________ ___________________________ __________________________ Which deliveries were created and for what q uantities ? Delivery for store
T1##
T2##
R100008
3-4-2 Were distribution orders created at goods receipt? ______________________________________________________ ___________________________ ___________________________ 3-4-3 Create the distribution orders for the collective PO for distribution distribution center T7##. (Note: Open a new session for this) What quantities does the system propose for distribution ? ______________________________________________________ ___________________________ ___________________________ © SAP AG
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3-4-4 Look at the distribution orders that were created. Limit the selection to warehouse number 030 and, using the open item selection, to your distribution center T7## and display all TO items. Make a note of the distribution order numbers: ______________________________________________________ 3-4-5* What setting results in the distribution orders already being confirmed? ______________________________________________________ 3-4-6* Generate the deliveries for the distribution orders and post the goods issues for your deliveries in the delivery monitor. Select the deliveries for shipping point R300 created by your user IRT340-## . Choose Edit criteria.
All selections to display further selection
.
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Solutions Unit: Merchandise Distribution Topic: Cross-Docking
1-1
When placing purchase orders for your stores in future, you want to have the vendor prepack the goods. Article data Article Display 1-1-1 Menu: Master data Article TA11##, select Basic Data view [Enter] Pushbutton [ Additional data], Additionals tab
Additional: R100043 Procedure for additionals: 0005 (SLS: Prepacking) Merchandise Distribution 1-1-2 IMG: Logistics - General Logistics Services: Maintain Service Profile
Supplementary
Select the method 0005 and choose Control Table for Purchasing. Follow-up action: 85 (SLS Prepacking) Article data Article Change 1-1-3 Menu: Master data Article TA12##, select Basic Data view [Enter] Pushbutton [Additional data], Additionals tab Field name or data type
Values
Sales unit
PC
Additionals
R100043
Procedure
0005
Pushbutton [Main data], Article Save 1-2
Menu: Purchasing Purchase order Vendor/Supplying Site Known
Purchase Order
Create
1-2-1 Select the stock transport ord. as a document type Field name or data type
Values
Supplying site
T7##
Purchasing org.
R300
Purch. group
R30
Item overview (expand)
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Field name or data type
Values
Article
TA11##
PO quantity
10 CAR
Deliv. date
One week from today
Site
T1##
Storage location
0001
Article
TA12##
PO quantity
200 PC
Deliv. date
One week from today
Site
T1##
Storage location
0001
[Enter] Purchase order
Save
Confirm any warnings that are displayed by choosing [Enter] .
1-2-2 Select the stock transport ord. as a document type
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Field name or data type
Values
Supplying site
T7##
Purchasing org.
R300
Purch. group
R30
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Field name or data type
Values
Article
TA11##
PO quantity
30 CAR
Deliv. date
One week from today
Site
T2##
Storage location
0001
Article
TA12##
PO quantity
400 PC
Deliv. date
One week from today
Site
T2##
Storage location
0001
Purchase order
Save
Confirm any warnings that are displayed by choosing [Enter] .
1-3
Create a collective purchase order 1-3-1 Menu: Merchandise logistics purchase order Create
Merchandise distribution
Field name or data type
Values
Distribution center
T7##
Purchasing organization
R300
Procurement period
From today until Friday week
Schedule line interval
1
Processing methods
Select all
Collective
Do not change any of the other settings [F8] 1-3-2 Place the cursor on the “Serv” indicator and choose [F1] Indicates that supplementary logistics services are relevant for the creation of the procurement document. Only those services that lead to the creation of subitems are displayed. 1-3-3 Select item Goto Display details
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1-3-4 Vendor: R3002 Collective purchase order Generate Total worklist The document number column of the “worklist” display contains the PO number: ______________________________________________________ 1-3-5 Menu: Merchandise logistics Merchandise distribution Collective purchase order Display Enter the PO number from 1-3-4 and by choosing Purchase Order Purchase Order and [Enter]
Other
Site: T7## Storage location: CD Storage Location 1-3-6 Item details in the main items (10 and 20) Tab SLS
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1-4
Post the goods receipt Merchandise distribution 1-4-1 Menu: Merchandise logistics for distribution For purchase order Field name or data type
Values
Movement type
101
Purchase order
PO number from 1-3-4
Site
T7##
Goods receipt
[Enter] Goods receipt
Post
Article document number: 1-4-2 Menu: Merchandise logistics Monitor
Merchandise distribution
Field name or data type
Values
Distribution center
T7##
PO number
PO number from 1-3-4
Document types
Select all
Program
Distribution
Execute
The collective purchase order and associated stock transport orders are displayed. 1-4-3 Place the cursor on the first stock transport order Goto Display document In the item overview, choose the Purchase order history tab A delivery was generated 1-4-4 Double-click on the delivery number Tab Picking Storage location: 0003 (Cross-docking storage location) Picking status (column P ): Not picking-relevant (Note: This information is clearer in the item details: to access them, double-click on one item) You can post the goods issue for this delivery immediately without having to pick the goods again in the warehouse.
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1-4-5* Menu: Merchandise logistics Logistics execution Outbound process Goods Issue for Outbound Delivery Post Goods Issue Collective Processing Via Outbound Delivery Monitor Note: Choose Edit
All selections
Field name or data type
Values
Pland gds mvmnt date
From today until next Friday
Created by Program
IRT340-## Execute
Select deliveries. Subsequent functions Post goods issue Confirm the dialog box concerning the actual merchandise movement date by selecting [Enter] . 1-4-6* Menu: Merchandise logistics Monitor
Merchandise distribution
Field name or data type
Values
Distribution center
T7##
PO number
PO number from 1-3-4
Document types
Select all
Program
Distribution
Execute
One after the other, place the cursor on the collective purchase order and then the stock transport order and choose Goto Display document In the item overview, choose the tab Purchase order history The follow-on documents are displayed: For the collective purchase order:Article document (goods receipt) For the stock transport order: Article document (goods issue) Outbound del.
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Solutions Unit: Merchandise Distribution Topic: Recipient-Driven Flow-Through
2-1
Create and assign a site profile 2-1-1 IMG: Logistics - General Merchandise Distribution Site Profiles for Merchandise Distribution Button [New entries]
Field name or data type
Values
Distr. profile / description
B## /Distribution profile Gr##
Possible processing methods
Select CD poss. and FT possible
Picking relevance of delivery
Select Not picking-relevant
Choose [Enter] Double click on Control Data for each Business Process Button [New entries] Field name or data type
Values
Business process
01 (Push)
Adjustment point
Manual (using separate transaction)
Point of CD delivery gen.
Manually (using separate transaction)
Point of FT delivery gen.
Manually (using separate transaction)
Point of PA delivery gen.
Manually (using separate transaction)
Point of DA gen.
Manually by request in separate transaction
Incompleteness processing
Execute processing
Do not change any other data. Tables view Save
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2-1-2 Menu: Master data
Site
Field name or data type
Values
Site
T7##
Purchasing/Distribution tab 2-2
Site data
Change
Distribution profile B##
Create an allocation table 2-2-1 Menu: Merchandise logistics Allocation table Create
Merchandise distribution
Field name or data type
Values
Allocation table type
0340
Purchasing organization
R300
Purch. group
R30
[Enter] Field name or data type
Values
Site del. date
14 days from today
DC del. date
13 days from today
Item: 10 Field name or data type
Values
Article
TA03##
Planned quantity
100
Unit of measure
Car
Site group
BGAK##
Item category
CB
Item: 20 Field name or data type
Values
Article
TA04##
Planned quantity
100
Unit of measure
Car
Site group
BGAK##
Item category
CB
Allocation table
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Save
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If you receive the message: The allocation table is complete. However, there are messages and warnings. Do you want to save the allocation table anyway? Choose [Save]
Make a note of the allocation table number: ______________________________________________________ 2-2-2 Menu: Merchandise logistics Display
Merchandise distribution
Field name or data type
Values
Allocation table number
See 2-2-1
Allocation table
Create follow-on documents
Allocation table
Vendor Purchase Order
Shift + F5 (or pushbutton Generate Documents) .
Make a note of the number of the PO: ______________________________________________________ Double-click on the PO number T7## Site: Storage location: 0004
2-2-3 Menu: Allocation table
Create follow-on documents
Warehouse order
CTRL + F1 to call the split criteria
Tab Warehouse order Select: Site Select the items in your allocation table and choose Shift + F5 (or pushbutton Generate Documents) .
Make a note of the warehouse order number: ______________________________________________________ ______________________________________________________
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2-3
Goods receipt and implementing merchandise distribution Merchandise distribution 2-3-1 Menu: Merchandise logistics for distribution For purchase order Field name or data type
Values
Movement type
101
Purchase order
See 2-2-2
Site
T7##
Goods receipt
Pushbutton [Adopt + details] Goods receipt
Post
Make a note of the goods receipt number: ______________________________________________________ 2-3-2 Menu: Merchandise logistics Monitor
Merchandise distribution
Field name or data type
Values
Distribution center
T7##
PO number
See 2-2-2
Distribution
In your Site profile for merchandise distribution , you defined that all deliveries are to be created manually (using a separate transaction). 2-3-3 Select the lines of the purchase order you created in exercise 2-2-2 and choose Go to Adjust Distribution . Default values: Cross-docking: Per article: 0 Flow through: For each article: 50 Distribution
Save
Total
2-3-4 Using F3, go back to the merchandise distribution overview Select all the purchase orders Edit Deliveries Generate deliveries Pushbutton: [Delivery log] Make a note of the number ______________________________________________________ 2-3-5 Double-click on the delivery number Tab Picking 0004 (Flow-through storage location) Storage location: Picking status (column P ): Not yet picked (Note: This information is easier to see in the item details: Double click on an item) © SAP AG
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2-4*
Menu: Merchandise logistics → Change
Merchandise distribution → Documents → Delivery
→
Note: Alternatively, you can double click on the delivery numbers in the delivery log to go to the processing screen. However, if you do this, you must switch from a display to a change mode. Field name or data type
Values
Outbound del.
Numbers from exercise 2-3-4
[Enter] Enter the picking quantity and choose [Post goods issue]
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Solutions Unit: Merchandise Distribution Topic: Merchandise-Driven Flow-Through
3-1
Distribution profile 3-1-1 IMG: Logistics - General Merchandise Distribution Site Profiles for Merchandise Distribution Select the site profile B## and double-click on Control Data For Each Business Process Edit
Copy as
Field name or data type
Values
Business process
02 (Pull)
Adjustment point
Goods receipt, checking size of variance
Point of CD delivery gen.
Goods receipt
Point of FT delivery gen.
Manually (using separate transaction)
Point of DA gen.
Manually (by request in separate transaction)
Keep all other values the same; Table view
Save
3-1-2 The method for adjusting distribution quantities at goods receipt is defined in the adjustment profile.
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Merchandise Distribution 3-1-3 IMG: Logistics - General Distribution Profile of Article in DC
Select profile 001 and choose Edit
Copy as
Field name or data type
Values
Distribution profile
A##
Processing method
4
Distribution method
2
Adjustment Profile
001
Percentage variance, adjustment
10
[Enter] Table view
Save
3-1-4 Menu: Master data Article data Article Choose Logistics: Distribution Center view Field name or data type
Values
Article
R100008
Distribution center
T7##
Change
[Enter]
Distribution profile Article
3-2
A##
Save
Create warehouse order Menu: Purchasing Purchase order Known
Purchase Order
Create
Vendor
3-2-1 Select the stock transport ord. as a document type Field name or data type
Values
Supplying site
T7##
Purchasing org.
R300
Purch. group
R30
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Field name or data type
Values
Article
R100008
PO quantity
40 CRT
Deliv. date
One week from today
Site
T1##
Purchase order
Save
Select the stock transport ord. as a document type Field name or data type
Values
Supplying site
T7##
Purchasing org.
R300
Purch. group
R30
Item overview (expand) Field name or data type
Values
Article
R100008
PO quantity
60 CRT
Deliv. date
One week from today
Site
T2##
Purchase order
Save
3-2-2 Menu: Merchandise logistics purchase order Create
Field name or data type
Values
Distribution center
T7##
Purchasing organization
R300
Processing methods
Select all
Procurement period
From today until next Friday
Schedule line interval
1
Program
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Collective
Execute
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3-2-3 Processing method: 4 The value comes from the distribution profile of the article Generate Total worklist 3-2-4 Collective PO PO number: ______________________________________________
3-3
Merchandise delivery: 3-3-1 Menu: Merchandise logistics → Merchandise distribution → Goods receipt for distribution → For purchase order Field name or data type
Values
Movement type
101
PO number
Number of collective PO created in exercise 3-2-4
Site
T7##
Pushbutton [Adopt + details]
Field name or data type
Values
Quantity
9
[Enter] Pushbutton [Adopt] Confirm warning message by choosing [Enter]
The 9 pallets will be distributed as below: Storage location 0003: 8 Pallets Storage location 0004: 1 Pallet 3-3-2 Goods receipt
Post
Make a note of the goods receipt number: ______________________________________________________ 3-3-3* From storage location determination in Shipping 3-3-4* IMG: Logistics - General Plant Master Control Data Storage Location Determination The storage location 0004 is defaulted for situation 05 merchandise-driven flow-through.
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3-4
Menu: Merchandise logistics
Merchandise distribution
Field name or data type
Values
Distribution center
T7##
Purchase order
Number of collective PO created in exercise 3-2-4
Program
Distribution
Monitor
Execute
3-4-1 Place the cursor on the stock transport order Goto Display document In the item overview, select the purchase order history tab Deliveries have already been created.
Double-click on the number of the delivery Do the same with the second stock transport order 3-4-2 Distribution orders have not yet been created because flow-through quantities are still displayed in the monitor 3-4-3 Create a new session. Menu: Merchandise logistics Distribution order Create
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Merchandise distribution
Field name or data type
Values
Distribution center
T7##
Purchase order
Number of collective PO created in exercise 3-2-3
Distribution orders
Enter quantity
Distribution orders
Generate
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3-4-4 Menu: Merchandise logistics Distribution order Display
Merchandise distribution List
Field name or data type
Values
Warehouse no.
030
Selection
All TO items
Pushbutton
[Dynamic selections]
‘Transfer order item’
Select, then [Enter]
Site
Select, then [Adopt]
Site
T7##
Documents
[Save] [Execute] or [F8] Number of distribution order:_____________________________
3-4-5* Select a distribution order from the list: The distribution orders are confirmed. The setting is defined in the movement type: IMG: Logistics - General for Distribution Orders
Merchandise distribution
Movement Types
The FRM movement type 930 is assigned to the warehouse 030 Further settings can be found under the following menu path: IMG: Logistics Execution Shipping Picking Lean WM Movement Types
Define
Select the warehouse 030 and movement type 930 Goto Details
A setting is made in the field group, Confirmations: TO item can be confirmed immediately 3-4-6* Creating deliveries: In the merchandise distribution monitor Edit Deliveries Generate deliveries Posting goods issues: Menu: Merchandise logistics Logistics execution Outbound Process Goods Issue for Outbound Delivery Post Goods Issue Collective Processing Via Outbound Delivery Monitor Choose Edit criteria.
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Field name or data type
Values
Shipping point
R300
User
IRT340-##
Program
Execute
Select all deliveries
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Conclusion
1
Course Overview
2
Basic Concepts
3
Goods Receipt Process
4 5
Inventory Management Goods Issue Process
6
Merchandise Distribution
7
Conclusion
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Course Objectives
You are now able to:
Carry out the goods receipt and goods issue processes, explain inventory management, and name the special features of merchandise distribution
Set up the necessary master data and make the required settings in Customizing
Create a number of variants of these processes to meet your individual requirements
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Recommended Follow-Up Courses
LO510
Inventory Management
LO511
Physical Inventory
LO610
Shipping
LO530
Basic Processes in Warehouse Management
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