Table of Contents

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Acknowledgments
31
Preface
33
Who Is This Book For?
33
How This Book Is Organized
33
Conclusion
38
Part I Materials Management Foundations
39
1 Materials Management Overview
41
1.1 What Is Materials Management?
41
1.1.1 Materials Management in SAP S/4HANA
41
1.1.2 Materials Management in Logistics
42
1.2 Materials Management Integration
45
1.2.1 Material Flow of the Supply Chain
45
1.2.2 Information Flow of the Supply Chain
46
1.2.3 Financial Flow of the Supply Chain
46
1.3 Summary
47
2 Organizational Structure
49
2.1 Mapping Business Functions of a Company in the SAP System
49
2.2 Client Structure in the SAP System
52
2.2.1 What Is a Client?
53
2.2.2 Clients in the SAP Landscape
54
2.2.3 Change and Transport System
54
2.3 Company Codes
56
2.3.1 What Is a Company?
56
2.3.2 Creating a Company Code
57
2.4 Plants
58
2.4.1 What Is a Plant?
58
2.4.2 Prerequisites for a Plant
59
2.4.3 Defining a Plant
60
2.4.4 Valuation Level
61
2.4.5 Assigning a Plant to a Company Code
62
2.5 Storage Locations
62
2.5.1 What Is a Storage Location?
63
2.5.2 Defining a Storage Location
64
2.5.3 Automatic Creation of Storage Location Data
64
2.6 Purchasing Organizations
65
2.6.1 What Is a Purchasing Organization?
65
2.6.2 Types of Purchasing Organizations
65
2.6.3 Creating a Purchasing Organization
69
2.6.4 Assigning a Purchasing Organization to a Company Code
69
2.6.5 Assigning a Purchasing Organization to a Plant
70
2.6.6 Assigning a Purchasing Organization to a Reference Purchasing Organization
71
2.7 Purchasing Groups
72
2.8 SAP Calendar
72
2.8.1 Public Holidays
72
2.8.2 Holiday Calendar
73
2.8.3 Factory Calendar
74
2.9 Summary
75
3 Configuring the Material Master
77
3.1 Material Master
77
3.2 Configuring a New Material Type
79
3.3 Defining a Number Range for a Material Type
84
3.4 Defining Field Selections
87
3.5 Configuring an Industry Sector
89
3.6 Defining Material Groups
89
3.7 Configuring a New Unit of Measure
90
3.8 Validating the Correctness of Configurable Objects
92
3.9 Summary
97
4 Material Master Data
99
4.1 Industry Sector
100
4.2 Material Type
101
4.2.1 Standard Material Types
101
4.2.2 Configuring Material Types
104
4.2.3 Changing a Material Type
105
4.3 Basic Data
106
4.3.1 Creating a Material Master Record: Immediately
106
4.3.2 Creating a Material Master Record: Scheduled
107
4.3.3 Creating a Material Master Record: Special
107
4.3.4 Selecting Views
108
4.3.5 Organizational Levels
110
4.3.6 Basic Data Tabs
112
4.4 Classification Data
119
4.4.1 Class Type
119
4.4.2 Classes
120
4.4.3 Characteristics
120
4.5 Purchasing Data
120
4.5.1 General Data
121
4.5.2 Purchasing Value Key
123
4.5.3 Other Data/Manufacturer Data
125
4.5.4 Foreign Trade Data
126
4.5.5 Origin/EU Market Organization/Preferences
128
4.5.6 Legal Control
129
4.6 Sales Organizational Data
129
4.6.1 General Data
130
4.6.2 Tax Data
131
4.6.3 Quantity Stipulations
131
4.6.4 Grouping Items
132
4.6.5 Material Groups
134
4.6.6 Product Attributes
134
4.7 Sales General Data
134
4.7.1 General Data
135
4.7.2 Shipping Data
136
4.7.3 General Plant Parameters
137
4.8 Material Requirements Planning Data
138
4.8.1 General Data
139
4.8.2 Material Requirements Planning Procedure
140
4.8.3 Lot Size Data
141
4.8.4 Procurement
143
4.8.5 Scheduling
145
4.8.6 Net Requirements Calculations
146
4.8.7 Forecast Requirements
148
4.8.8 Planning
149
4.8.9 Availability Check
150
4.8.10 Bill of Materials Explosion/Dependent Requirements
151
4.8.11 Discontinued Parts
152
4.8.12 Repetitive Manufacturing/Assembly/Deployment Strategy
152
4.9 Advanced Planning Data
153
4.9.1 Procurement/PP/DS
154
4.9.2 Demand
155
4.9.3 Lot Size
157
4.9.4 Goods Receipt/Goods Issue
158
4.9.5 Location Dependent Shelf-Life
159
4.10 Extended Service Parts Planning
159
4.10.1 Basic Data
160
4.10.2 Extended SPP
160
4.11 Forecasting Data
162
4.11.1 General Data
163
4.11.2 Number of Periods Required
164
4.11.3 Control Data
165
4.12 Work Scheduling Data
166
4.12.1 General Data
167
4.12.2 Tolerance Data
168
4.12.3 In-House Production Time in Days
169
4.13 Production Resources/Tools Data
170
4.13.1 General Data
171
4.13.2 Default Values for Task List Assignment
171
4.14 Plant Data/Storage Location
173
4.14.1 General Data
173
4.14.2 Shelf Life Data
176
4.14.3 Segmentation Data
177
4.15 Extended Warehouse Management Data
178
4.15.1 General Data
179
4.15.2 Storage Strategies
179
4.15.3 Palletization Data
182
4.15.4 Storage Bin Stock
182
4.16 Quality Management Data
183
4.16.1 General Data
184
4.16.2 Procurement Data
186
4.17 Accounting Data
187
4.17.1 General Data
187
4.17.2 General Valuation Data
188
4.17.3 Determination of Lowest Value
190
4.17.4 Last In, First Out Data
191
4.18 Costing Data
192
4.18.1 General Data
192
4.18.2 Quantity Structure Data
194
4.18.3 Standard Cost Estimate
195
4.18.4 Planned Prices
196
4.19 Key Differences between the Material Master in SAP ERP and SAP S/4HANA
197
4.20 Summary
199
5 Business Partners
201
5.1 Business Partner Overview
202
5.2 Vendor Account Groups
204
5.2.1 Configuring Vendor Account Groups
205
5.2.2 Number Ranges for Vendor Account Groups
208
5.3 Configuring a Business Partner
209
5.3.1 Number Ranges for Business Partners
209
5.3.2 Business Partner Role Categories
211
5.3.3 Field Attributes for a Business Partner Role Category
214
5.4 Customer-Vendor Integration
215
5.4.1 Business Partner Role Categories
216
5.4.2 Business Partner Roles
217
5.4.3 Vendor Account Groups for Business Partner Groupings
217
5.5 Additional Business Partner Configurations
218
5.5.1 Business Partner Types
218
5.5.2 Partner Functions in Materials Management
219
5.6 Maintaining a Business Partner
221
5.6.1 Business Partner General Data
223
5.6.2 Extending a Business Partner as a Financial Accounting Vendor
230
5.6.3 Extending Business Partners for Purchasing
240
5.6.4 Maintaining a Business Partner Relationship
245
5.6.5 Validating the Business Partner Setup
246
5.6.6 Manage Supplier Master Data App
249
5.7 Summary
252
Part II Procurement
253
6 Purchasing Overview
255
6.1 Procure to Pay
257
6.2 Purchase Requisitions
258
6.3 Quotations
258
6.4 Outline Agreements
260
6.5 Purchase Orders
261
6.6 Order Acknowledgment
261
6.7 Goods Receipt
262
6.8 Invoice Verification
262
6.9 Source Lists and Source Determination
262
6.9.1 Single Sourcing
263
6.9.2 Multisourcing
264
6.9.3 Generating a Source List
266
6.9.4 Source Determination
266
6.10 Conditions in Purchasing
267
6.10.1 Condition Processing
267
6.10.2 Pricing Conditions
268
6.10.3 Taxes
269
6.10.4 Delivery Costs
269
6.11 Purchasing Information Records
269
6.11.1 Purchasing Information Record for a Nonstock Material
270
6.11.2 Purchasing Information Record Numbering
270
6.11.3 Purchasing Information Record Screen Layout
270
6.12 Serial Numbers
270
6.12.1 Serial Number Profiles
271
6.12.2 Serializing Procedures
272
6.13 Quota Arrangements
273
6.14 Summary
277
7 Purchasing Information Record
279
7.1 Purchasing General Data
279
7.1.1 Creating a Purchasing Information Record
281
7.1.2 Creating a Purchasing Information Record with a Material Number
282
7.1.3 Creating a Purchasing Information Record without a Material Number
283
7.1.4 General Data Screen
284
7.2 Purchasing Organization Data
285
7.2.1 Conditions
286
7.2.2 Validity
286
7.2.3 Text Screen
288
7.2.4 Statistical Data
289
7.3 Summary
290
8 Purchase Requisitions
291
8.1 Configuring a New Purchase Requisition Document Type
291
8.1.1 Defining a Number Range
292
8.1.2 Defining Document Types
292
8.1.3 Creating a Purchase Requisition with a Material Master Record
295
8.1.4 Creating a Purchase Requisition without a Material Master Record
300
8.2 Processing a Purchase Requisition
301
8.2.1 Changing a Purchase Requisition
301
8.2.2 Displaying a Purchase Requisition
301
8.2.3 Closing a Purchase Requisition
302
8.2.4 Follow-On Functions
302
8.3 Indirectly Created Requisitions
303
8.3.1 Purchase Requisition Created by Production Order
304
8.3.2 Purchase Requisition Created by a Plant Maintenance Order
304
8.3.3 Purchase Requisition Created by Project System
304
8.3.4 Purchase Requisition Created by Material Requirements Planning
305
8.3.5 Hand Over Purchase Requisitions
305
8.4 Release Procedures
307
8.4.1 Release Procedures without Classification
308
8.4.2 Release Procedures with Classification
313
8.5 Flexible Workflow
325
8.5.1 Configuration Settings
325
8.5.2 Master Data
325
8.5.3 Setting Up Flexible Workflows
328
8.5.4 Validating and Handling Approval with a Flexible Workflow
331
8.6 Summary
332
9 Requests for Quotation
333
9.1 Creating a Request for Quotation
333
9.1.1 Request for Quotation Type
334
9.1.2 Request for Quotation Date
335
9.1.3 Quotation Deadline
335
9.1.4 Request for Quotation Document Number
335
9.1.5 Organizational Data
335
9.1.6 Default Data for Items
336
9.1.7 Collective Number
337
9.1.8 Validity Start/Validity End
337
9.1.9 Apply By
338
9.1.10 Binding Period
338
9.1.11 Reference Data
338
9.1.12 Request for Quotation Item Detail
338
9.1.13 Request for Quotation Delivery Schedule
339
9.1.14 Additional Data
339
9.1.15 Supplier Selection
340
9.2 Changing a Request for Quotation
341
9.3 Releasing a Request for Quotation
342
9.4 Issuing a Request for Quotation to a Supplier
343
9.5 Maintaining Quotations
345
9.6 Comparing Quotations
346
9.6.1 Price Comparison Factor in Quotations
346
9.6.2 Other Qualitative Factors in Quotations
348
9.7 Rejecting Quotations
349
9.7.1 Flagging the Quotation as Rejected
349
9.7.2 Printing the Quotation Rejection
350
9.7.3 Advising Unsuccessful Bidders
350
9.8 Summary
350
10 Purchase Orders
353
10.1 Creating and Maintaining a Purchase Order
354
10.1.1 Purchase Order Creation
354
10.1.2 Purchase Order Maintenance
359
10.1.3 Version Management
359
10.2 Blocking and Canceling a Purchase Order
361
10.2.1 Blocking a Purchase Order Line Item
361
10.2.2 Canceling a Purchase Order Line Item
362
10.3 Creating a Purchase Order with Reference to Purchasing Documents
363
10.4 Account Assignment in a Purchase Order
365
10.4.1 Account Assignment Categories
366
10.4.2 Single Account Assignment
367
10.4.3 Multiple Account Assignment
367
10.4.4 Automatically Create Purchase Orders from Purchase Requisitions
368
10.5 Progress Tracking
369
10.5.1 Configuration Basics
370
10.5.2 Business Processes
371
10.5.3 Evaluation
373
10.6 Outline Purchase Agreements
373
10.6.1 Scheduling Agreements
374
10.6.2 Contracts
377
10.7 Supplier Confirmations
380
10.7.1 Supplier Confirmation Overview
380
10.7.2 Confirmation Configuration
381
10.7.3 Master Data Maintenance of Confirmation Control
382
10.7.4 Business Processes of Supplier Confirmation
384
10.7.5 Monitoring Supplier Confirmations
386
10.8 Messages and Outputs
387
10.8.1 How Message Determination Works
388
10.8.2 Configuration Steps
388
10.8.3 Maintaining Condition Records
392
10.8.4 Creating a Purchase Order
393
10.9 Pricing Procedures
395
10.9.1 Business Processes
396
10.9.2 Configuration Basics
397
10.10 Supplier Evaluations
409
10.10.1 Configuration Basics
410
10.10.2 Master Data Maintenance
414
10.10.3 Business Processes
416
10.10.4 Calculating Scores
416
10.10.5 Supplier Evaluation by Purchasing Categories
420
10.11 Serial Numbers in Purchasing
429
10.11.1 Configuration Steps
430
10.11.2 Business Processes
434
10.12 Summary
436
11 External Services Management
437
11.1 Service Master Record
438
11.1.1 Material/Service Group
439
11.1.2 Tax Indicator
439
11.1.3 Valuation Class
440
11.1.4 Formula
440
11.1.5 Graphic
441
11.2 Standard Service Catalog
441
11.3 Conditions in External Services Management
441
11.4 Procurement of Services
442
11.5 Entry of Services
444
11.6 Blanket Purchase Orders
448
11.7 Configuration Basics of External Services Management
451
11.8 Summary
452
12 Special Procurement Types
453
12.1 Overview
454
12.2 Direct Procurement
456
12.3 Stock Transfers
460
12.4 Withdrawals from an Alternative Plant
463
12.5 Subcontracting
464
12.5.1 Production Version
465
12.5.2 Production Version: Mass Processing
465
12.5.3 Business Processes in Subcontracting
467
12.5.4 Two-Step Stock Transfer and Subcontracting Cockpit
472
12.5.5 Stock Transfer Direct to Subcontractor
473
12.6 Consignment
474
12.7 Pipeline Material
479
12.8 Third-Party Procurement
480
12.8.1 Third-Party Procurement for a Subcontract Supplier
480
12.8.2 Third-Party Procurement for a Customer
481
12.9 Intercompany Purchases
481
12.9.1 Stock Transport Order with Delivery via Shipping
482
12.9.2 Stock Transport Order with Delivery and Billing Document/Invoice
482
12.10 Simplified Sourcing
484
12.10.1 Source of Supply without a Source List
485
12.10.2 Simplified Sourcing with a Quota Arrangement
486
12.10.3 Simplified Sourcing with a Scheduling Agreement or a Contract
486
12.10.4 Simplified Sourcing for Internal Procurement
486
12.11 Summary
486
Part III Planning
487
13 Planning Overview
489
13.1 Material Requirements Planning
491
13.2 Consumption-Based Planning
494
13.3 Summary
494
14 Material Requirements Planning
495
14.1 Material Requirements Planning Elements
496
14.1.1 Material Requirements Planning Types
496
14.1.2 Lot-Sizing Procedures
504
14.1.3 Scrap
508
14.1.4 Safety Stock
510
14.1.5 Scheduling
510
14.1.6 Net Requirements Calculation Logic
511
14.1.7 Procurement Proposals
511
14.2 Material Requirements Planning Procedures
512
14.2.1 Consumption-Based Planning
513
14.2.2 Forecast-Based Consumption Planning
514
14.2.3 Types of Planning Runs
515
14.2.4 MRP Live
517
14.2.5 Stock/Requirements List
520
14.3 Planning Areas
528
14.3.1 Configuration
529
14.3.2 Setting Up in the Material Master
530
14.3.3 Running MRP at the Planning Area Level
532
14.3.4 Planning Results
532
14.4 Classic MRP
533
14.5 Configuration Settings
535
14.5.1 Material Requirements Planning Activation
535
14.5.2 Plant Parameters Configuration
535
14.5.3 Material Requirements Planning Group Configuration
536
14.6 Planning Calendar
537
14.7 Summary
539
15 Forecasting
541
15.1 Forecast Models
542
15.1.1 Constant Model
543
15.1.2 Trend Model
543
15.1.3 Seasonal Model
543
15.1.4 Seasonal Trend Model
543
15.2 Forecasting Master Data
544
15.3 Forecast Profile
548
15.4 Business Processes in Forecasting
548
15.4.1 Executing Forecast
549
15.4.2 Executing Material Requirements Planning
552
15.5 Configuration Settings for Forecasting
553
15.5.1 MRP Types
553
15.5.2 Weighting Group
554
15.5.3 Splitting Indicator
555
15.6 Summary
556
Part IV Inventory
557
16 Inventory Management Overview
559
16.1 Stock Types
560
16.1.1 Standard Stock Types
561
16.1.2 Special Stock Types
562
16.2 Goods Movements
563
16.2.1 Transaction MIGO
564
16.2.2 Stock Overview
565
16.2.3 Warehouse Stock of Materials
567
16.2.4 Material Document
568
16.2.5 Movement Types
570
16.2.6 Goods Issue
570
16.2.7 Goods Receipt
571
16.3 Physical Inventory
571
16.4 Returns
572
16.4.1 Creating a Return
572
16.4.2 Configuring Reasons for Returns
574
16.5 Material Documents
574
16.6 Reservations
575
16.6.1 Creating a Manual Reservation
575
16.6.2 Automatic Creation of Reservation
578
16.6.3 Material Requirements Planning and Reservations
578
16.6.4 Reservations Management Program
579
16.6.5 Configuration Settings of Reservations
579
16.6.6 Pick List
580
16.7 Stock Transfer and Transfer Posting
581
16.7.1 Transfer between Plants
582
16.7.2 Stock Transfer between Storage Locations
582
16.7.3 Transfer between Plants Using Transaction MIGO_TR
585
16.7.4 Transfer between Company Codes
585
16.7.5 Additional Transfer Posting Scenarios
585
16.8 Configuration Basics in Inventory Management
588
16.8.1 Configuring a Movement Type
588
16.8.2 Number Ranges for Material Documents
591
16.9 Summary
592
17 Goods Issue
593
17.1 Goods Issue to a Production Order
593
17.1.1 Planned Goods Issue
593
17.1.2 Unplanned Goods Issue
599
17.1.3 Backflushing
599
17.2 Goods Issue to Scrap
601
17.3 Goods Issue for Sampling
602
17.4 Goods Issue Posting Documents
603
17.4.1 Material Documents
604
17.4.2 Accounting Documents
604
17.4.3 Goods Issue Slips
604
17.4.4 Stock Changes
604
17.4.5 General Ledger Account Changes
604
17.5 Goods Issue Reversals
605
17.6 Summary
606
18 Goods Receipt
607
18.1 Goods Receipt for a Purchase Order
607
18.1.1 Goods Receipt with a Known Purchase Order Number
607
18.1.2 Goods Receipt with an Unknown Purchase Order Number
612
18.1.3 Goods Receipt Posting
613
18.2 Goods Receipt for a Production Order
614
18.3 Initial Entry of Inventory
615
18.4 Good Receipt of Co-Products or By-Products
618
18.4.1 Material Master Flag
619
18.4.2 Bill of Materials
622
18.4.3 Production Order
623
18.4.4 Confirmation
625
18.4.5 Goods Receipt
627
18.4.6 Documented Goods Movement
629
18.5 Other Goods Receipt
629
18.5.1 Goods Receipt without a Production Order
630
18.5.2 Goods Receipt for Free Goods
630
18.5.3 Goods Receipt for Returnable Transport Packaging
630
18.5.4 Automatic Goods Receipt
631
18.5.5 Supplier Return Process
631
18.6 Cancellation of Material Document
634
18.7 Summary
634
19 Physical Inventory
635
19.1 Physical Inventory Methods
636
19.2 Physical Inventory Preparation
637
19.2.1 Preparations for a Physical Inventory Count
637
19.2.2 Creating the Physical Inventory Count Document
638
19.2.3 Printing the Physical Inventory Count Document
640
19.3 Counting and Recounts
641
19.3.1 Entering the Count
641
19.3.2 Difference List
642
19.3.3 Missing Material
643
19.3.4 Recounts
643
19.4 Physical Inventory Posting
644
19.4.1 Posting the Count Document
644
19.4.2 Posting a Count without a Document
646
19.4.3 Accounting of Inventory Differences
646
19.5 Cycle Counting Method of Physical Inventory
647
19.5.1 Configuration Basics
648
19.5.2 Business Processes of Cycle Counting
649
19.6 Summary
650
20 Invoice Verification
651
20.1 Standard Three-Way Match
652
20.1.1 Entering an Invoice
652
20.1.2 Simulating a Posting
655
20.1.3 Invoice Posting
656
20.1.4 Invoice Parking
656
20.1.5 Invoices for Account-Assigned Purchase Orders
657
20.1.6 Invoices for Blanket Purchase Orders
658
20.2 Duplicate Invoice Check
658
20.3 Invoice Verification in Background Processing
659
20.4 Evaluated Receipt Settlement
659
20.4.1 Master Data
660
20.4.2 Business Processes in Evaluated Receipt Settlement
661
20.5 Credit Memos and Reversals
665
20.6 Subsequent Debit/Credit
665
20.7 Taxes in Invoice Verification
667
20.8 Discounts in Invoice Verification
667
20.8.1 Gross Posting
668
20.8.2 Net Posting
668
20.9 Goods Receipt/Invoice Receipt Account Maintenance
668
20.10 Invoice Reduction
670
20.11 Invoicing Plans
672
20.11.1 Periodic Invoicing Plan
672
20.11.2 Partial Invoicing Plan
673
20.11.3 Variances
674
20.11.4 Tolerance Keys
675
20.11.5 Supplier-Specific Tolerance
677
20.12 Blocking Invoices
678
20.12.1 Manual Block
679
20.12.2 Stochastic or Random Block
679
20.12.3 Block Due to an Amount of an Invoice Item
680
20.12.4 Quantity Variance
680
20.12.5 Price Variance
681
20.13 Releasing Blocked Invoices
681
20.14 Down Payments
682
20.14.1 Creating a Purchase Order with a Down Payment
683
20.14.2 Monitoring Down Payments
683
20.14.3 Creating a Down Payment
684
20.14.4 Purchase Order with Down Payment History
684
20.14.5 Invoice Verification with Down Payment
685
20.15 Retention Money
685
20.15.1 Configuration
686
20.15.2 Business Processes
687
20.16 Summary
688
21 Inventory Valuation and Account Assignment
689
21.1 Valuation Methods: Moving Average Price and Standard Price
690
21.1.1 Standard Price: S
690
21.1.2 Moving Average Price: V
691
21.1.3 Configuration Steps
691
21.1.4 Process Steps
692
21.2 Split Valuation
692
21.2.1 Configuration Steps
693
21.2.2 Master Data
698
21.2.3 Business Processes
700
21.2.4 Reports of Split-Valuated Materials
701
21.3 Account Determination
702
21.3.1 Configuration with the Automatic Account Determination Wizard
703
21.3.2 Configuration without the Automatic Account Determination Wizard
704
21.3.3 Master Data Setup
709
21.3.4 Troubleshooting Errors
711
21.4 Last In, First Out Valuation
716
21.4.1 Configuration
717
21.4.2 Preparation
718
21.4.3 Running a Last In, First Out Valuation
721
21.5 First In, First Out Valuation
723
21.5.1 Configuration
723
21.5.2 Preparation
723
21.5.3 Running a First In, First Out Valuation
724
21.6 Lowest Value Determination
725
21.6.1 Lowest Value Determination Based on Market Prices
725
21.6.2 Lowest Value Determination Based on Range of Coverage
726
21.6.3 Lowest Value Determination Based on Movement Rate
727
21.7 Material Price Changes
728
21.7.1 Price Changes in the Current Posting Period
729
21.7.2 Price Changes Not Carried Over
729
21.7.3 Price Changes Carried Over
729
21.7.4 Business Process
730
21.7.5 Configuration Steps for Price Changes in the Previous Period/Year
731
21.8 Summary
731
22 Material Ledger
733
22.1 Material Ledger Overview
733
22.2 Business Processes
737
22.2.1 Inventory Valuation Method
737
22.2.2 Material Price Determination
739
22.2.3 Multiple Currencies
740
22.2.4 Price Differences
741
22.2.5 Debit and Credit of a Material
742
22.3 Configuration Basics
743
22.3.1 Activating Valuation Areas
743
22.3.2 Assigning Currency Types
744
22.3.3 Maintaining Number Ranges for Material Ledger Documents
744
22.3.4 Automatic Account Determination
745
22.4 Activating the Material Ledger
752
22.5 Reporting in the Material Ledger
754
22.6 Summary
758
23 Classification
759
23.1 Classification Overview
760
23.1.1 SAP S/4HANA Classification System
760
23.1.2 Describing an Object
761
23.2 Characteristics
761
23.2.1 Creating a Characteristic
762
23.2.2 Additional Details of Characteristics
766
23.3 Create a Class and Assign Characteristics
767
23.4 Assigning a Class to a Material Master
770
23.5 Finding Objects Using Classification
772
23.6 Summary
773
Part V Advanced Materials Management
775
24 Document Management System
777
24.1 Configuration Steps
778
24.1.1 Define a New Number Range
778
24.1.2 Defining the Document Type
779
24.1.3 Document Status
784
24.1.4 Object Links
789
24.1.5 Define Workstation Application
791
24.2 Document Info Record Management
796
24.2.1 Creating a Document Info Record
796
24.2.2 Originals
801
24.2.3 Classification System and Additional Data
805
24.2.4 Object Links
807
24.3 Changing a Document Info Record
809
24.4 Display a Document Info Record
810
24.5 Searching Document Info Records
811
24.5.1 Search Options
812
24.5.2 Basic Documents Attributes
814
24.5.3 Search Additional Attributes or Classification
818
24.5.4 Object Links
819
24.5.5 Text or Long Text
820
24.5.6 Originals
821
24.5.7 Full Text
821
24.6 Manage Documents App
822
24.6.1 Editing a Document with the Manage Documents App
822
24.6.2 Creating a Document Info Record with the Manage Documents App
824
24.7 Summary
826
25 Batch Management
827
25.1 Batch Management Overview
827
25.2 Batch Level and Batch Status Management
829
25.2.1 Define the Batch Level
829
25.2.2 Batch Number Assignment
830
25.2.3 Creation of New Batches in the Production Process
831
25.2.4 Batch Creation for Goods Movement
832
25.3 Master Data in Batch Management
833
25.3.1 Activate Batch Management in the Material Master
833
25.3.2 Batch Classification
834
25.3.3 Assigning Classification in the Material Master
836
25.4 Business Processes of Batch Management
837
25.4.1 Create a Batch Master Manually
837
25.4.2 Changing a Batch
841
25.4.3 Deleting a Batch
841
25.4.4 Automatic Creation of a Batch in Goods Movement
841
25.4.5 Stock Overview
843
25.5 Batch Determination
843
25.5.1 Define Condition Tables
845
25.5.2 Define the Access Sequence
847
25.5.3 Define Strategy Types
848
25.5.4 Batch Search Procedure Definition
849
25.5.5 Batch Search Procedure Allocation and Check Activation
850
25.5.6 Batch Search Procedure for Process Orders
851
25.5.7 Creating Sort Rules
852
25.5.8 Maintaining Condition Records
852
25.5.9 Business Process
854
25.6 Recurring Inspection and Expiration Dates
856
25.6.1 Quality Management Master Data Checklist
857
25.6.2 Business Processes
860
25.7 Batch Derivation
862
25.7.1 Configuration Basics
863
25.7.2 Classification in Material Master
863
25.7.3 Business Processes
869
25.7.4 Reporting
872
25.8 Batch Traceability of Work in Process Batches
873
25.8.1 Configuration Settings
873
25.8.2 Master Data Setup
875
25.8.3 Business Processes
877
25.8.4 Work in Process Batches Reporting
881
25.9 Batch Information Cockpit
882
25.10 Electronic Batch Record
885
25.11 Summary
887
26 Early Warning System
889
26.1 Overview
889
26.2 Setting Up the Early Warning System
891
26.2.1 Creating Exceptions
892
26.2.2 Grouping Exceptions
897
26.2.3 Setting Up Periodic Analysis
898
26.3 Scheduling an Early Warning System
899
26.4 Early Warning System in Action
900
26.5 Exception Analysis
901
26.6 Summary
902
27 Demand-Driven Replenishment
903
27.1 Demand-Driven MRP Overview
904
27.2 Demand-Driven MRP Components
906
27.2.1 Strategic Inventory Positioning
906
27.2.2 Buffer Profiles and Levels
907
27.3 Demand-Driven MRP Setup
911
27.3.1 Configuration Settings
912
27.3.2 Master Data Settings
916
27.3.3 Transactions
918
27.4 Running Demand-Driven Replenishment
921
27.4.1 Protecting Throughput
922
27.4.2 Classification
922
27.4.3 Buffer Positioning
929
27.4.4 Lead Time Classification
931
27.4.5 Buffer Level Determination
934
27.4.6 Planning and Execution
943
27.4.7 Metrics and Analytics
948
27.5 Summary
951
28 Reporting and Analytics
953
28.1 The Basics of Reporting
953
28.2 Purchasing Reports
954
28.2.1 Purchasing Documents
954
28.2.2 Multiple Selection
955
28.2.3 Report Output
956
28.2.4 Downloading
959
28.2.5 Copying Selective Data to Microsoft Excel
959
28.2.6 Printing
959
28.2.7 Maintaining Selections
959
28.2.8 Maintaining Variants
959
28.2.9 Purchase Order History
960
28.3 SAP Fiori Apps for Procurement
961
28.3.1 Procurement Overview
961
28.3.2 Purchase Requisition Average Approval Time
963
28.3.3 Purchasing Spend
964
28.3.4 Spend Analysis
964
28.3.5 Overdue Purchase Order Items
965
28.3.6 Material Price Variance
966
28.3.7 Invoice Price Variance
967
28.3.8 Supplier Evaluation by Time
967
28.3.9 Purchasing Group Activities
968
28.3.10 Invoice Processing Analysis
969
28.3.11 Off-Contract Spend
970
28.3.12 Contract Leakage
971
28.3.13 Purchase Order Average Delivery Time
972
28.3.14 Spend Variance
972
28.3.15 My Purchasing Documents Items
973
28.3.16 Monitor Purchase Order Items
974
28.3.17 Monitor Supplier Confirmations
974
28.4 SAP Fiori Apps for Planning
975
28.4.1 Display MRP Master Data Issues
975
28.4.2 Monitor Material Coverage
976
28.4.3 Manage Material Coverage
977
28.4.4 Monitor Internal Requirements
977
28.4.5 Monitor External Requirements
978
28.5 SAP Fiori Apps for Inventory Management
979
28.5.1 Overview Inventory Management
979
28.5.2 Goods Movement Analysis
980
28.5.3 Inventory Turnover Analysis
981
28.5.4 Non-Moving Stock
982
28.5.5 Slow-Moving Stock
983
28.5.6 Physical Inventory Document Overview
983
28.5.7 Manage Stock
984
28.5.8 Material Documents Overview
986
28.5.9 Material Stocks on Posting Date
986
28.5.10 Shelf Life List
987
28.5.11 Physical Inventory Analysis
988
28.6 Summary
988
A Movement Types
991
B The Authors
993
Index
995