Phase VI - Warehouse Management V2.23

CASE STUDY
SAP ERP Configuration Phase VI

Warehouse Management
Product MOTIVATION PREREQUISITES

SAP ERP GBI You will configure the You should be familiar with
Release 6.04 enterprise structure and navigation in the SAP system.
business processes for
Revised Warehouse Management. It is also recommended that
6/24/2014 you have gone through the
After setting up the introduction to Material
organization units and Planning exercises.
Focus
process parameters, you
Warehouse will create necessary ACKNOWLEDGEMENT
Management master data and test the This material was prepared
business process. with the assistance of student
Authors
interns at the Seidman ERP
Simha R. Magal program at Grand Valley
Stefan Weidner State University and the SAP
Tom Wilder Club at CSU Chico as well as
student and research
Version assistants at SAP UCC
2.23 Magdeburg.
Also, thanks to Corrie Fiedler
(Senior Lecturer, Information
& Decision Sciences, Carlson
School of Management,
University of Minnesota) for
her assistance in improving
this exercise.
SAP AG
Phase VI Warehouse Management CASE STUDY
Overview and Table of Contents
Enterprise Rules and Process

Master Data
Structure Parameters Execution
Table of Contents
General Notes and Cautions ...................................................................................................... 1
Part VI.1 Enterprise Structure ................................................................................................. 3
Part VI.2 Rules and Parameters .............................................................................................. 6
Part VI.3 Master Data.............................................................................................................21
Part VI.4 Process Execution...................................................................................................38
SAP AG
General Notes and Cautions

Warning: When working with other classmates at the same time in the same transactions within
SPRO, tables will tend to lock up and you will only be able to display them. This is due to the fact that
the system does not allow multiple users in the same transaction at the same time. To get passed this
message, simply wait until the current user in the transaction is finished and then proceed.
Attributes: At times, certain attributes or fields may not appear to have the name of them in front of the
user. To display the full name of the attribute or field, simply click within the field and then press the F1
key. This will bring up not only the title of the field, but it will bring up the full description of it to read.
The ## Symbol: When working with other classmates at the same time, you will be assigned your own
unique identifier which is called the ## Symbol or the Pound Pound Symbol. This will be your
identifier and is ASSIGNED FOR YOUR OWN USE ONLY!!! Please be cautious about other classmates
attempting to use your identifier whether it is on purpose or not and if you suspect other classmates using
it, inform your professor immediately so that fixes can be made accordingly. For example, if Ashley has
an identifier of 09, Ashleys company code will be US09.
The Search Tool: At times in this document, the instructions will ask you to search for something to put
in a field. When it does this, simply click on the field itself and click on the icon to the right of it (it looks
like a white square). Clicking on it will bring up another window and you will search from there. You
may also search other field by clicking on the downward arrow that may be on the left or right of the
field. It will bring up a drop down menu that will have options to choose from and click.
Where do I start? : There are three ways to proceed within the SAP system: Using the SAP Easy
Access menu, using the SAP Menu Bar, and using the SAP Customizing Implementation Guide
menu. All three of these are explained below:
1. The SAP Easy Access menu appears when you start a new session.
2. The SAP Menu Bar also appears when you start a new session at the very top of the screen.
3. In the SAP Customizing Implementation Guide, there are two ways you may use to get here:
a. The first is to simply type SPRO in the transaction field at the top of the screen.
b. Proceed through the path to get there. The path consists of the following:
(In the main menu of SAP, click on the black arrows on the left of these names) SAP menu Tools
Customizing IMG Execute Project (double-click on Execute Project)
In the Customizing: Execute Project screen, click on the icon.
Saving: When the instructions to tell you to save data, always press the Enter key to validate. If there
are error(s) that occur, they must be corrected before continuing to the next task. You will find errors
from a transaction when there are red icons that appear in the message area. Messages that are yellow
contain warnings and not errors. At times, these must be fixed in order to move on. However, most of the
time, they do not need to be fixed and you can simply enter through them. Green messages are obviously
showing that nothing went wrong with the transaction and that you may proceed to the next task.
SAP AG Page 1
Set Controlling Area Pop-Up: At times throughout this phase, there will be times when the system asks
you enter your controlling area to clarify which controlling area you are configuring for.
If this should happen, in the Set Controlling Area pop-up, enter the following information:
Attribute Description Data Value

Controlling Area Uniquely identifies a controlling area. NA##
Click on (CONTINUE (ENTER)).
This will get you into the next screen where the instructions will then tell you what to do for the task.
Enter Chart of Accounts Pop-Up: At times throughout this phase, there will be times when the system
asks you enter your chart of accounts to clarify which chart of accounts you are configuring for.
If this should happen, in the Enter Chart of Accounts pop-up, enter the following information:

Chart of Accounts Key that uniquely identifies a chart of accounts. GL##
This will get you into the next screen where the instructions will then tell you what to do for the task.
Differences in Font: Throughout this phase you will see tables with different fonts used in the Data
Value column. The normal Times New Roman indicates you enter exactly what is typed out except for
the ## Symbol where you would put in your identifier. The italicized Times New Roman font indicates the
data is looked up or found.

Times New Roman Font that tells you to enter what is written. Times New Roman
Times New Roman Font that tells you the data that needs to be Times New Roman
(Italicized) looked up. (Italicized)
SAP AG Page 2
Part VI.1 Enterprise Structure

Master Data
Table of Contents
VI.1.1: Define Warehouse Number............................................................................................. 4
VI.1.2: Assign Warehouse Number ............................................................................................ 5
SAP AG Page 3
VI.1.1: Define Warehouse Number

Description: You will create a Warehouse that will eventually be associated with Storage Locations
at your San Diego plant. Warehouses allow more granular inventory management than provided by
Storage Locations.
You created and used Storage Locations in Phase II. However, GBI management has made the
decision that because of the size of the San Diego plant - and the number of goods inventoried there -
they need the granularity and visibility provided by a Warehouse.
Warning: See General Notes and Cautions about table locks.
Navigation: SAP Customizing Implementation Guide Enterprise Structure Definition Logistics

Execution Define, copy, delete, check warehouse number
In the Choose Activity pop-up, double-click on Define warehouse number.
Tasks and Data Entry:
In the Change View: Define warehouse number: Overview screen, click on the icon.
In the New Entries: Details of Added Entries screen, enter the following information:
WhN Warehouse no. description

1## ## San Diego Warehouse
Click on (SAVE). You will receive a message that says Data was saved.
SAP AG Page 4
VI.1.2: Assign Warehouse Number

Description: You will associate your Warehouse (1##) with the three Storage Locations in your San
Diego plant.
This relationship (San Diego Warehouse -> Storage Locations -> San Diego Plant) provides the
linkage between SAPs Inventory Management processes (Storage Locations) and Warehouse
Management processes (Warehouses). SAP can model many types of relationships between Storage
Locations and Warehouses to provide options in organizing and managing the warehouse
management function.
A warehouse must be associated to at least one Storage Location.

A warehouse can be associated to Storage Locations across multiple plant.
Navigation: SAP Customizing Implementation Guide Enterprise Structure Assignment Logistics

Execution Assign warehouse number to plant/storage location

You are in the Change View MM-IM Storage Location <-> LE-WM Warehouse Number: Overv
screen. Click on (NEW ENTIRES).
In the New Entries: Overview of Added Entries screen, enter the following information:
Plnt SLoc WhN

Your DC San Diego Your Finished Goods Your San Diego Warehouse
Your DC San Diego Your Miscellaneous Your San Diego Warehouse
Your DC San Diego Your Trading Goods Your San Diego Warehouse
SAP AG Page 5
Part VI.2 Rules and Parameters

Master Data
Table of Contents
VI.2.1: Define Storage Type ....................................................................................................... 7
VI.2.2: Define Shipment Types..................................................................................................10
VI.2.3: Define Requirement Types ............................................................................................11
VI.2.4: Define Movement Types ................................................................................................12
VI.2.5: Define Shipping Control per WH Number.......................................................................14
VI.2.6: Define Control Parameters.............................................................................................15
VI.2.7: Define Number Ranges .................................................................................................16
VI.2.8: Define Storage Type Indicators ......................................................................................20
SAP AG Page 6
VI.2.1: Define Storage Type

Description: You will create Storage Types by copying from Company Code US00; and then will
associate the Storage Types with your San Diego Warehouse.
Storage Types are defined as either

the spatial method by which material is stored: for example shelf, pallet, or bulk
the process step associated with the stored material: for example, external receipt, or
delivery.
Your San Diego Warehouse is divided into two Storage Types: Shelf Storage and Pallet Storage.
Navigation: SAP Customizing Implementation Guide Logistics Execution Warehouse Management

Master Data Define Storage Type

You are in the Change View Storage type definition: Overview screen.
Highlight the 100 001 Shelf Storage row.
Highlight the 100 002 Pallet Storage row.
Highlight the 100 003 GR Area External Receipts row.
Highlight the 100 004 Shipping Area Deliveries row.
Highlight the 100 005 Stock Transfers (Plant) row.
Click on (COPY AS...). You will receive a message that says Specify target entries.
You are in the Change View Storage type definition: Details of Selected Set screen.
Enter the following information:

Whse number Number that identifies a complex and Your San Diego Warehouse
physical warehouse structure within
the warehouse management system.
Name of storage type Description of the storage type. ## Shelf Storage
Click on (ENTER). You will receive a message that says Specify target entries.

SAP AG Page 7
Name of storage type Description of the storage type. ## Pallet Storage
SAP AG Page 8

Name of storage type Description of the storage type. ## GR Area Externals

Name of storage type Description of the storage type. ## Shipping Area

Name of storage type Description of the storage type. ## Stock Transfers
Click on (ENTER). You will receive a message that says Number of entries copied: 5.
In the New Entries: Overview of Added Entries screen, click on the icon.
You will receive a message that says Data was saved.
SAP AG Page 9
VI.2.2: Define Shipment Types

Description: This is the first of three steps that integrate SAPs Inventory Management module with
SAPs Warehouse Management module.
You will associate your San Diego Warehouse with two already-existing Shipment Types.
Shipment Types link Inventory Management transactions to Warehouse Management transactions.

For example, when a Goods Receipt occurs in Inventory Management, it will be linked to a Putaway
transaction (E) in Warehouse Management.

Activities Transfers Define Shipment Types
In the Change View Shipment Types: Overview screen, click on the icon.
Whn S Text f.shipment type

Your San Diego Warehouse A ## Stock Rem
Your San Diego Warehouse E ## Putaway
SAP AG Page 10
VI.2.3: Define Requirement Types

Description: This is the second of three steps that integrate SAPs Inventory Management module
with SAPs Warehouse Management module.
You will associate your San Diego Warehouse with two already-existing Requirements Types.
Requirements Types link Inventory Management documents to Warehouse Management documents.

For example, when a Purchase Order occurs in Inventory Management, the PO document will be
linked to a Warehouse Management Document.

Activities Transfers Define Requirement Types
In the Change View Requirement Categories: Overview screen, click on the icon.
WNo R Requirement Type Description

Your San Diego Warehouse B ## Purchase Order
Your San Diego Warehouse L ## Sales Document
SAP AG Page 11
VI.2.4: Define Movement Types

Description: This is the third of three steps that integrate SAPs Inventory Management module with
SAPs Warehouse Management module.
You will copy two Movement Types from Company Code US00 and associate them with your San
Diego Warehouse.
Movement Types link describe Warehouse Management transactions in terms of Shipment Types and
Requirements Types.

Activities Transfers Define Movement Types

You are in the Change View Movement Types in the Warehouse Management: Overview screen.
Highlight the 100 101 Goods receipt for pur.or row.
Highlight the 100 301 Stock tr.plant st.rem row.
Highlight the 100 601 GI to delivery note row.
Click on (COPY AS). You will receive a message that says Specify target entries.
You are in the Change View Movement Types in the Warehouse Management System Details screen.

Warehouse Number Number that identifies a warehouse structure. Your San Diego
Warehouse
Name of Movement Type Name of Flow Type ## Goods receipt

Warehouse Number Number that identifies a warehouse structure. Your San Diego
Warehouse
Name of Movement Type Name of Flow Type ## Stock tr.plant st.rem.

Warehouse Number Number that identifies a warehouse structure. Your San Diego Warehouse
SAP AG Page 12
Name of Movement Type Name of Flow Type ## GI to delivery note
You are in the New Entries: Overview of Added Entries screen, click on the icon.
SAP AG Page 13
VI.2.5: Define Shipping Control per WH Number

Description: You will specify the Shipping Control characteristics at your San Diego Warehouse.
Shipping Control is the link between SAPs Sales and Distribution (SD) module and SAPs
Warehouse Management module. For example, when GBI ships a sales order from the San Diego
Warehouse to a customer, partial shipment of the order will be allowed.

Interfaces Shipping Define Shipping Control
In the Choose Activity pop-up, double-click on Shipping Control per Warehouse Number.

You are in the Change View Shipping Control per Warehouse Number: Overview screen.
Whse no. Warehouse no description Picking Partial pick

Your San Diego Warehouse ## San Diego Warehouse 1 Selected
SAP AG Page 14
VI.2.6: Define Control Parameters

Description: This is the first of two steps in which you specify Warehouse Management
parameters at your San Diego Warehouse.
You will specify control parameters which include:
Defaults (for example, all weight calculations will be done in Pounds)

Process parameters (for example, partial picking of an order is allowed)
Notifications (for example, a warning will be given if weight is not included on the Material
Master)

Master Data Define Control Parameters for Warehouse Number

In the Change View Warehouse number control: Overview screen, double-click on 1##.
In the Change View Warehouse number control: Details screen, enter the following information:

Weight unit Unit referring to the gross weight or net weight of the material. US Pound
SAP AG Page 15
VI.2.7: Define Number Ranges

Description: This is the second of two steps in which you specify Warehouse Management
parameters at your San Diego Warehouse.
You will specify control parameters, including the number scheme by which warehouse-related
transactions will be numbered. For example, your first Transport Order in San Diego will be
Transport Order #1.

Master Data Define Number Ranges
You are in the Number Ranges for Warehouse Management screen.
Click on (FOR TRANSFER REQUIREMENT).
In the Number Ranges for Transfer Requirements screen, enter the following information:

Warehouse no. Number that identifies a warehouse structure. Your San Diego Warehouse
Click on (CHANGE INTERVALS).
In the Define Number Range Intervals screen, click on the icon.
In the Insert Interval pop-up, enter the following information:
No From number To number

01 000000001 1000000000
Click on (ENTER).
In the Define Number Ranges Intervals screen, click on the icon.
In the Transport number range intervals pop-up, click on the icon.
You will receive a message that says The changes were saved.
In the Number Ranges for Transfer Requirements screen, click on the icon.
SAP AG Page 16
Click on (FOR TRANSFER ORDER).
In the Number Ranges for Transfer Order screen, enter the following information:


01 000000001 1000000000
Click on (ENTER).
In the Number Ranges for Transfer Order screen, click on the icon.
Click on (FOR QUANT).
In the Number Ranges for Quants screen, enter the following information:


01 000000001 1000000000
Click on (ENTER).
SAP AG Page 17
In the Number Ranges for Quants screen, click on the icon.
Click on (FOR POST. CHANGE NOTICE).
In the Number Ranges for Posting Changes screen, enter the following information:


01 000000001 1000000000
Click on (ENTER).
In the Number Ranges for Posting Changes screen, click on the icon.
Click on (FOR GROUP).
SAP AG Page 18
In the Number Ranges for Reference Numbers screen, enter the following information:


01 000000001 1000000000
Click on (ENTER).
In the Number Ranges for Reference Number screen, click on the icon.
Click on (NUMBER RANGES).
In the Change View Number Ranges for Whse Management screen, enter the following information:
WNo NR Quant NR TO NR TR NR PstChg NR Group NR SU NA

Your Warehouse 01 01 01 01 01 01 2
SAP AG Page 19
VI.2.8: Define Storage Type Indicators

Description: You will define the different storage types for your San Diego warehouse. The storage
type used for a material depends on the size of the material and how it will be used.

Master Data Material Define Storage Type Indicators
You are in the Change View Storage Type Indicators: Overview screen.
Highlight all five rows from warehouse number 100.
Click on (COPY AS).
In the Change View Storage Type Indicators: Overview of Selected Set screen enter the following
information:
WhN StorageTypeInd. Description

Your San Diego Warehouse 001 ## Shelf Storage
Your San Diego Warehouse 002 ## Pallet Storage
Your San Diego Warehouse 003 ## GR Area Externals
Your San Diego Warehouse 004 ## Shipping Area Del
Your San Diego Warehouse 005 ## Stock Transfers
Click on (ENTER).
In the Change View Storage Type Indicators: Overview screen click on (SAVE). You will
receive a message that says Data was saved.
SAP AG Page 20
Part VI.3 Master Data

Master Data
Table of Contents
VI.3.1: Define Storage Sections ................................................................................................22
VI.3.2: Define Storage Bin Types ..............................................................................................23
VI.3.3: Define Storage Bin Structure .........................................................................................24
VI.3.4: Create Storage Bins.......................................................................................................26
VI.3.5: Extend Material Master ..................................................................................................29
VI.3.6: Create Vendor ...............................................................................................................34
VI.3.7: Create Customer ...........................................................................................................35
VI.3.8: Create Pricing Conditions ..............................................................................................37
SAP AG Page 21
VI.3.1: Define Storage Sections

Description: This is the first of four steps in which you create the storage structure of your San Diego
Warehouse.
You will create a Storage Section (## Total Storage) and associate it with each of your Storage Types
created earlier in this Phase. A Storage Section is a collection of storage bins with similar
characteristics. Examples include fast moving, slow moving, heavy, light, etc. GBI has made the
management decision that for simplicity they will use only one Storage Section.

Master Data Define Storage Sections
In the Change View Storage Sections: Overview screen, click on the icon.
In the New Entries: Overview of Added Entries screen, enter the following information:
WhN Typ Section Storage area name

Your San Diego Warehouse 001 001 ## Total Section
SAP AG Page 22
VI.3.2: Define Storage Bin Types

Description: This is the second of four steps in which you create the storage structure of your San
Diego Warehouse.
You will create Storage Bin Types. A Storage Bin Type is an attribute of Storage Bins (large, small,
etc). Storage Bin Types allow SAP to propose an appropriately-sized Storage Bin for each material in
the Warehouse. GBI management has determined that all material in San Diego can be stored either
on a Pallet or a Shelf.
Notice that Storage Bin Type and Storage Type (which you set up earlier in this Phase) are different
concepts.
Storage Bin Type is an attribute of Storage Bin

Storage Type is a physical division of a Warehouse.

Master Data Storage Bins Define Storage Bin Types
In the Change View Storage Bin Types: Overview screen, click on the icon.
WNo Stor.Bin Type Stor.bin type descr

Your San Diego Warehouse P1 ## Pallet 48 x 40
Your San Diego Warehouse S1 ## Shelf
SAP AG Page 23
VI.3.3: Define Storage Bin Structure

Description: This is the third of four steps in which you create the storage structure of your San
Diego Warehouse.
You will create a Storage Bin Structure for the San Diego Warehouse by copying from Company
Code US00. A Storage Bin Structure is a sequence of Storage Bins with identical characteristics,
including Storage Section and Storage Bin Type. Storage Bin Structures are set up so that you will be
able to jump right into creating the Storage Bins in the next step without having to worry about the
Storage Bin characteristics and attributes.

Master Data Storage Bins Define Storage Bin Structure

You are in the Change View Storage Bin Structure for Automatic Creation: Overview screen.
Highlight the 100 001 001 CCCCCNCNNN B BBB STBN-1-000 STBN-1-999 1 row.
Click on (COPY AS). You will receive a message that says Specify target entries.
You are in the Change View Bin Structure for Automatic Creation: Details screen

End value Determines the end value of storage bins. STBN-1-000

SAP AG Page 24




In the New Entries: Overview of Added Entries screen, click on the icon.
SAP AG Page 25
VI.3.4: Create Storage Bins

Description: This is the fourth of four steps in which you create the storage structure of your San
Diego Warehouse.
You will create six Storage Bins with the characteristics and attributes specified in the previous step.

Master Data Storage Bins Define Storage Bin Structure

You are in the Change View Storage Bin Structure for Automatic Creation: Overview screen
Highlight the 1## 001 001 CCCCCNCNNN B BBB STBN-1-000 STBN-1-000 1 row.
Click on (DETAILS).
You are in the Change View Storage Bin Structure for Automatic Creation: Details screen.
Click on Environment.
Click on Create bins.
In the Automatic Creation of Storage Bins screen, click on the icon.
In the Create storage bins pop-up, click on the icon.
You will receive a message that says 1 storage bins created.
Click on (PREVIOUS ENTRY).
SAP AG Page 26
SAP AG Page 27
SAP AG Page 28
VI.3.5: Extend Material Master

Description: You will create the following materials
Road Helmets and Off Road Bikes in San Diego warehouse (so you can sell to a customer in
the western US).
Off Road Bikes in Dallas (so you can ship the Finished Goods to San Diego for sale).
In Phases II and III, you created Road Helmets in the Miami plant. In this step, you will follow the
same procedure to create Road Helmets in the San Diego warehouse.
In Phases IV and V, you created Deluxe Touring Bikes in the Dallas plant. In this step, you will
follow the same procedure to create Off Road Bikes in the Dallas plant and the San Diego warehouse.
Navigation: SAP menu Logistics Materials Management Material Master Material

Create (General) Immediately
In the Create Material (Initial Screen) screen, enter the following information:

Material Alphanumeric key uniquely identifying the material. Your Road Helmet
Industry sector Key that specifies the branch of industry. Retail
Material Type Key that assigns the material to a group of materials. Trading Goods
Copy fromMaterial Material whose data you want the system to copy. Road Helmet
Click on (ENTER).
In the Select View(s) pop-up, highlight the Basic Data 1 row.
Highlight the Sales: Sales Org. Data 1 row.
Highlight the Sales: General/Plant Data row.
Highlight the Purchasing row.
Highlight the Warehouse Management 1 row.
Highlight the Accounting 1 row.
Click on (SAVE AS DEFAULT VALUES).
Click on (CONTUNUE (ENTER)).
SAP AG Page 29
In the Organizational Levels pop-up, enter the following information:

Plant Key uniquely identifying a plant. Your DC San Diego
Sales Org. Responsible for the sale of products. Your US West
Distr. Channel How products reach the customer. Wholesale
Warehouse No. Number that identifies a warehouse. Your San Diego Warehouse
Storage Type Storage type of a warehouse. Your Shelf Storage
Copy from Plant Plant of the reference material. SD00
Copy from Sales Org. Sales organization of the reference. UW00
Copy from Distr. Channel Channel of the reference material. Wholesale
Copy from Warehouse No. Warehouse of the reference material. 100
Copy from Storage Type Storage type of the reference material. Shelf Storage
Click on (CONTINUE (ENTER)). You will receive a message that says Material already exists.
In the Create Material RHMT10## (Trading Goods) screen, enter the following information:

Delivering Plant Plant from which the goods should be delivered. Your DC San Diego
Click on (ENTER).
Click on (ENTER).

Purchasing Group Key for a buyer or a group of buyers. Your North America
Click on (ENTER).
Click on (ENTER).
Click on (ENTER).
In the pop-up, click on the icon. You will receive a message that says Material created.
Refer to Appendix E to check your work.
SAP AG Page 30

Material Alphanumeric key uniquely identifying the material. ORMN10##
Industry sector Key that specifies the branch of industry. Mechanical engineering
Material Type Assigns the material to a group of materials. Finished Product
Copy fromMaterial Material whose data you want the system to copy. ORMN1000
Click on (ENTER).
In the Select View(s) pop-up, click on the icon.

Storage Type The storage type is a subdivision of a warehouse. Your Pallet Storage
Copy from Storage Type Storage type of the reference material. Pallet Storage
In the Create Material ORMN10## (Finished Product) screen, enter the following information:

Description Describes the material in more detail ## Mens Off Road Bike
Click on (ENTER).
Click on (ENTER).
Click on (ENTER).
Click on (ENTER).

Material Alphanumeric key uniquely identifying the material. Your Mens Off Road Bike
Click on (ENTER).
In the Select View(s) pop-up, deselect the Sales: Sales Org. Data 1 row.
SAP AG Page 31
Deselect the Sales: General/Plant Data row.
Deselect the Warehouse Management 1 row.
Highlight the MRP 1 row.
Highlight the MRP 2 row.
Highlight the Work Scheduling row.
Highlight the General Plant / Storage 1 row.
Highlight the Costing 1 row.

Plant Key uniquely identifying a plant. Your Plant Dallas
Stor. Location The storage location at which the material is stored. Finished Goods
Copy from Plant Plant of the reference material. Plant Dallas
Copy from Stor. Location Storage location of the reference material. FG00
In the MRP 1 tab, enter the following information:

MRP Controller Specifies the number of the MRP. Your MRP Controller
Click on (ENTER).
In the MRP 2 tab, enter the following information:

In-house production Specifies the time in workdays needed to produce the material. 1
Click on (ENTER).
In the Work scheduling tab, enter the following information:

Prodn Supervisor Scheduler responsible for a material in production. Your Production Scheduler
Click on (ENTER).
Click on (ENTER).
Click on (ENTER).
SAP AG Page 32
Click on (ENTER).
SAP AG Page 33
VI.3.6: Create Vendor

Description: In Phase II, you created a Vendor from whom you purchased Trading Goods for the
Miami plant. In this step, you will follow the same procedure to create a Vendor from whom you will
purchase Trading Goods for the San Diego warehouse.
Navigation: SAP menu Logistics Materials Management Purchasing Master Data Vendor
Central Create
In the Create Vendor (Initial Screen) screen, enter the following information:

Vendor Alphanumeric key uniquely identifying the 1090##
document.
Company Code The company code is an organizational unit within Your Global Bike Inc.
financial accounting.
PurchasingOrganization The purchasing organization. Your GBI US
Account group The account group is a classifying feature. Vendor (int.number
assgnmnt)
Reference Vendor Vendor account that you want to use as a reference. 109000
Reference Company Here you enter the company code you want to use Global Bike Inc.
Code as a reference during creation.
Reference Organizational unit that negotiates general GBI US
PurchasingOrganization conditions of purchase for several plants or a single
plant (depending on the structure of the company
or group of companies).
Click on (ENTER).
In the Create screen, click on the icon. You will receive a message that says Vendor created.
SAP AG Page 34
VI.3.7: Create Customer

Description: In Phase VI, you created a Customer to whom you sold Trading Goods from the Miami
plant. In this step, you will follow the same procedure to create a Customer to whom you will sell
both Trading Goods and Finished Goods from the San Diego warehouse.
Navigation: SAP menu Logistics Sales and Distribution Master Data Business Partner
Customer Create Complete
In the Create Customer: Initial Screen pop-up, enter the following information:

Account group The account group is a classifying feature. Sold-to party
Customer A unique key used to clearly identify the customer. 90##
Sales Organization Unit responsible for the sale of certain products. Your US West
Distribution Channel The way in which products reach the customer. Wholesale
Division The way of grouping material, products, or services. Accessories
Reference Customer The customer account which you want to use as a 9000
reference when creating another account.
Reference Sales organization Sales organization of the reference material or US West
reference customer which the system uses.
Reference Distribution channel Distribution channel of the reference material or Wholesale
reference customer that the system uses as an input.
Reference division The division that you want to use as a reference. Accessories
In the Create Customer: Company Code Data screen, click on the icon.
In the Create Customer: Sales Area Data screen, click on the tab.

Click on (SAVE). You will receive a message that says Customer has been created.
In the Create Customer: Initial Screen pop-up, enter the following information:

Customer A unique key used to clearly identify the customer. 90##
Division The way of grouping material, products, or services. Bicycles
Reference division The division that you want to use as a reference. Bicycles
SAP AG Page 35
In the Create Customer: Sales Area Data screen, click on the tab.

Click on (SAVE). You will receive a message that says Customer has been created.
SAP AG Page 36
VI.3.8: Create Pricing Conditions

Description: You will create selling prices for your Road Helmets and Off Road Bikes.
Navigation: SAP menu Logistics Sales and Distribution Master Data Conditions Create
In the Create Condition Records screen, follow the menu path:
Prices Material Price
In the Create Condition Records: Overview screen, double-click on CnTy SOrg. DChl Material ReSt.
In the Create Condition Records: Fast Entry screen, enter the following information:
Condition type Material Amount Unit

Price Your Mens Off Road Bike 2800 United States Dollar
Price Your Road Helmet 50 United States Dollar
Click on (SAVE). You will receive a message that says Condition records saved.
SAP AG Page 37
Part VI.4 Process Execution

Master Data
Table of Contents
VI.4.1: Create Purchase Order ..................................................................................................39
VI.4.2: Create Goods Receipt I .................................................................................................40
VI.4.3: Create Transfer Order I ..................................................................................................41
VI.4.4: Confirm Transfer Order I ................................................................................................42
VI.4.5: Receive Invoice .............................................................................................................43
VI.4.6: Pay Vendor ....................................................................................................................44
VI.4.7: Create Initial Inventory Balance .....................................................................................45
VI.4.8: Create Stock Transport Order ........................................................................................46
VI.4.9: Create Goods Issue .......................................................................................................47
VI.4.10: Create Goods Receipt II ..............................................................................................48
VI.4.11: Create Transfer Order II ...............................................................................................49
VI.4.12: Confirm Transfer Order II .............................................................................................50
VI.4.13: Create Sales Order ......................................................................................................51
VI.4.14: Create Outbound Delivery............................................................................................52
VI.4.15: Pick Materials ..............................................................................................................53
VI.4.16: Confirm Transfer Order III ............................................................................................54
VI.4.17: Ship Materials ..............................................................................................................55
VI.4.18: Create Invoice..............................................................................................................56
VI.4.19: Receive Payment .........................................................................................................57
SAP AG Page 38
VI.4.1: Create Purchase Order

Description: Testing of the Warehouse Management process is organized into four parts with the
ultimate objective of selling Road Helmets and Off Road Bikes from the San Diego Warehouse to a
GBI Customer
Procure Road Helmets from a Vendor (V.4.1 V.4.6)
Ship Off Road Bikes from Dallas (V.4.7 V.4.9)
Receive Off Road Bikes at San Diego (V.4.10- V-4.12)
Sell the Off Road Bikes and Road Helmets (V.4.13 V.4.19)
This is the first of six steps to procure Road Helmets from a Vendor. You will create a Purchase Order
for 200 Road Helmets to be delivered in one week.
Navigation: SAP menu Logistics Materials Management Purchasing Purchase Order

Create Vendor/Supplying Plant Known

In the Create Purchase Order screen, enter the following information:

Vendor Number and name of the vendor or supplying plant. Your Green Blazers Seats
Purch. Org. Denotes the purchasing organization. Your GBI US
Purch. Group Key for a buyer or a group of buyers who is/are Your North America
responsible for certain purchasing activities.
Company Code An organizational unit within financial accounting. Your Global Bike Inc.
Material Quantity Deliv. Date Price Currency Plnt Stor. Location

Your Road 200 One Week from 25 United States Your DC San Your Trading
Helmet Today Dollars Diego Goods
Click on (SAVE). You will receive a message that says Standard PO created under the number.
In the Save Document pop-up, click (SAVE).
SAP AG Page 39
VI.4.2: Create Goods Receipt I

Description: This is the second of six steps to procure Road Helmets from a Vendor.
You will verify that you received the Road Helmets shipped in response to the Purchase Order by
creating a goods receipt transaction.
Navigation: SAP menu Logistics Materials Management Inventory Management Goods

Movement Goods Receipt For Purchase Order PO Number Known

In the Goods Receipt Purchase Order screen, enter the following information:

Purchasing Document Number Key uniquely identifying the document. Purchase Order Number
Click on (ENTER).
In the Detail Data section, enter the following information:

Item OK Indicates that you are posting a goods movement for the item Selected
Click on (SAVE). You will receive a message that says Material document posted.
SAP AG Page 40
VI.4.3: Create Transfer Order I

Description: This is the third of six steps to procure Road Helmets from a Vendor
You will plan to put-away the Road Helmets into the San Diego Warehouse by creating a Transfer
Order into Shelf Storage.
Navigation: SAP menu Logistics Logistics Execution Inbound Process Goods Receipt for
Purchase Order, Order, Other Transactions Putaway Create Transfer Order For Material

In the Display Transfer Requirement: List for Material screen, enter the following information:

Warehouse Number Number that identifies a complex, physical Your San Diego Warehouse
warehouse structure within the system.
Stor. Location Number of the storage location. Your Trading Goods
Click on (ENTER).
In the Transfer Requirements for Material screen, click on the icon.
In the Create TO for TR: Prepare for Putaway screen, click on the icon.
Click on (SAVE). You will receive an error that says Data for storage type search is not defined.
In the Create Transfer Order: Generate Transfer Order Item screen, enter the following information:

Destination Storage Type Storage type into which the material is to be placed. Your Shelf Storage
Destination storage section Section of bin to which the material is transferred. Your Total Section
Click on (ENTER). You will receive a message that says Transfer order created.
SAP AG Page 41
VI.4.4: Confirm Transfer Order I

Description: This is the four of six steps to procure Road Helmets from a Vendor.
You will confirm the execution of the Transfer Order created in the previous step.
Purchase Order, Order, Other Transactions Putaway Confirm Transfer Order Single Document
In One Step

In the Confirm Transfer Order: Initial Screen screen, click on the icon.
In the Overview screen, click on the icon. You will receive a message that says Order confirmed.
SAP AG Page 42
VI.4.5: Receive Invoice

Description: This is the fifth of six steps to procure Road Helmets from a Vendor.
You will enter the invoice received from your vendor. This step is called Invoice Verification in SAP
and verifies that the incoming invoice is correct with regard to material, prices, quantity, and
arithmetic.

Follow-On Functions Logistics Invoice Verification

In the Enter Incoming Invoice Company Code US## screen, enter the following information:

Invoice date The issue date of the original document. Current Date
Amount Line item amount in document currency. 5000
Purchasing Document Number Key uniquely identifying the document. Purchase Order Number
Click on (ENTER).

Booking OK Specifies whether you have compared the invoice item with the Selected
corresponding item in the physical invoice
Click on (SAVE). You will receive a message that says Document no. created.
SAP AG Page 43
VI.4.6: Pay Vendor

Description: This is the last of six steps to procure Road Helmets from a Vendor.
You will pay the vendor invoice that you just verified. This step is called Post Outgoing Payment in
SAP. If the payment is correct (within the tolerances you set up in Phase II), financial accounting
transactions will be created (debit Accounts Payable and credit Bank).
Navigation: SAP menu Accounting Financial Accounting Accounts Payable Document Entry
Outgoing Payment Post

In the Post Outgoing Payments: Header Data screen, enter the following information:

Document Date Date which original document was issued. Current Date
Bank data Account Number for the account to be posted. Bank Account
Open item selection Account Account from which the open items are Your Green Blazers Seats
selected for further processing.
Click on the icon. You will receive a message that says 1 item(s) were selected.
In the Post screen, click on the icon. You will receive a message that says Document was posted.
SAP AG Page 44
VI.4.7: Create Initial Inventory Balance

Description: This is the first of three steps to ship Off Road Bikes from Dallas to the San Diego
Warehouse.
You will create 150 Off Road Bikes in your Dallas Plant using the inventory from heaven
transaction.

Movement Goods Receipt Other

In the Enter Other Goods Receipt: Initial Screen screen, enter the following information:

Movement Type Type of movement. Receipt per initial entry of
stock balances into unr.-use
Plant Identifying a plant. Your Plant Dallas
Storage Location Number of the storage location at which the Your Finished Goods
material is stored.
Click on (ENTER).
In the Enter Other Goods Receipts: New Items screen, enter the following information:
Material Quantity UnE

Your Mens Off Road Bike 150 EA
Click on (SAVE). You will receive a message that says Document posted.
SAP AG Page 45
VI.4.8: Create Stock Transport Order

Description: This is the second of three steps to ship Off Road Bikes from Dallas to the San Diego
Warehouse.
You will create a Stock Transport Order for 150 Off Road Bikes from Dallas to San Diego.
A Stock Transport Order is a purchase order issued to an internal supplier (rather than an external
supplier). The Stock Transport Order contains the Storage Location from which the goods will be
picked, and the Plant to which they will be sent.

Create Vendor/Supplying Plant Known

In the Create Purchase Order screen, enter the following information:

Order Type (Purchasing) Identifier allowing differentiation between the Stock Transp. Order
different kinds of requisition and orders.
Supplying Plant Number and name of the vendor or plant from Your Plant Dallas
which the materials are to be procured.
Purch. Org. Denotes the purchasing organization. Your GBI US
Purch. Group Key for a buyer or a group of buyers who is/are Your North America
responsible for certain purchasing activities.
Company Code Organizational unit within accounting. Your Global Bike Inc.
Material PO Quantity Deliv. Date Plnt Stor. Location

Your Off Road 150 One Week from Today Your DC San Diego Your Finished goods
Mens Bike
Click on (SAVE).
In the Create Purchase Order pop-up, click on the icon. You will receive a
message that says Stock Transp. Order created under the number.
SAP AG Page 46
VI.4.9: Create Goods Issue

Description: This is the third of three steps to ship Off Road Bikes from Dallas to the San Diego
Warehouse.
You will ship the material to San Diego by posting goods issue. Posting goods issue reduces the
inventory quantities and value in Dallas.

Movement Goods Movement (MIGO)


Executable Action in Transaction MIGO Indicates the business transaction. Goods Issue
In the Goods Issue Purchase Order screen, enter the following information:

Purchasing Document Number Key identifying the document. Stock Transport Order Number
Click on (ENTER).
In the Detail Data section, enter the following information:

Item OK Indicates that you are posting a goods movement for the item Selected
Storage The storage location at which the material is stored. Your Finished Goods
Location
SAP AG Page 47
VI.4.10: Create Goods Receipt II

Description: This is the first of three steps to receive the Off Road Bikes into the San Diego
Warehouse.
You will verify that you received the Off Road Bikes shipped from Dallas by creating a goods receipt
transaction into the San Diego plant.
Note that this transaction is an Inventory Management transaction, impacting the San Diego Plant and
not the San Diego Warehouse.

Movement Goods Movement (MIGO)

In the Goods Issue Purchase Order screen, enter the following information:

Executable Action in Transaction MIGO Indicates the business transaction. Goods Receipt

Purchasing Document Number Key identifying the document. Stock Transport Order Number
Click on (ENTER).

Movement Type Specifies a key for the type of goods movement. Goods receipt for purchase
order into warehouse/stores
Plant The plant that is receiving the goods. Your DC San Diego
Item OK Indicates that you are posting a goods Selected
movement for the item
SAP AG Page 48
VI.4.11: Create Transfer Order II

Description: This is the second of three steps to receive the Off Road Bikes into the San Diego
Warehouse.
You will plan the put-away of the Off Road Bikes into the San Diego Warehouse by creating a
Transfer Order into Pallet Storage.
Purchase Order, Order, Other Transactions Putaway Create Transfer Order For Material

In the Display Transfer Requirement: List for Material screen, enter the following information:

Material Alphanumeric key uniquely identifying the material. Your Mens Off Road Bike
Click on (ENTER).
In the Transfer Requirements for Material screen, click on the icon.
In the Create Transfer Order from TR: Generate Transfer Order Item screen, click on the icon.
Click on (SAVE). You will receive an error that says Data for storage type search is not defined.
In the Create Transfer Order: Generate Transfer Order Item screen, enter the following information:

Destination Storage Type Type into which the material is to be placed. Your Pallet Storage
Destination storage section Section of bin to which the material is transferred. Your Total Section
SAP AG Page 49
VI.4.12: Confirm Transfer Order II

Description: This is the third of three steps to receive Off Road Bikes into San Diego warehouse.
Purchase Order, Order, Other Transactions Putaway Confirm Transfer Order Single Document
In One Step

SAP AG Page 50
VI.4.13: Create Sales Order

Description: This is the first of seven steps to sell Off Road Bikes and Road Helmets from the San
Diego Warehouse to GBIs Customer, SoCal Bikes.
Upon receipt of a Purchase Order from SoCal Bikes, you create a Sales Order for 50 Off Road Bikes
and 100 Road Helmets.
Navigation: SAP menu Logistics Sales and Distribution Sales Order Create

In the Create Sales Order: Initial Screen screen, enter the following information:

Order Type Distinguishes between different types of sales document. Standard Order (OR)
Click on (ENTER).
In the Create Standard Order: Overview screen, enter the following information:

Sold-To-Party The customer who orders the goods and services. Your SoCal Bikes
PO Number Number that the customer uses to uniquely identify a document. 11##
Material Order Quantity

Your Mens Off Road Bike 50
Your Road Helmet 100
Click on (SAVE). You will receive a message that says Standard Order has been saved.
SAP AG Page 51
VI.4.14: Create Outbound Delivery

Description: This is the second of seven steps to sell Off Road Bikes and Road Helmets from the San
You prepare the material for shipment by creating an Outbound Delivery which contains the Storage
Locations from which the materials will be picked, and the Shipping Point to which the material will
be delivered for shipment.
Navigation: SAP menu Logistics Sales and Distribution Shipping and Transportation
Outbound Delivery Create Single Document With Reference to Sales Order

In the Create Outbound Delivery with Order Reference screen, enter the following information:

Shipping Point The physical location (for example, a warehouse or Your DC San Diego
collection of loading ramps) from which you ship the item.
Click on (ENTER).
In the Outbound Delivery Create: Overview screen, click on the tab.
Material Plnt SLoc Deliv. Qty Un

Your Mens Off Road Bike Your DC San Diego Your Finished Goods 50 EA
Your Road Helmet Your DC San Diego Your Trading Goods 100 EA
Click on (SAVE). You will receive a message that says Outbound Delivery has been saved.
SAP AG Page 52
VI.4.15: Pick Materials

Description: This is the third of seven steps to sell Off Road Bikes and Road Helmets from the San
You will prepare the material for shipment by creating a Transfer Order which contains the Storage
Type from which the materials will be picked and the Shipping Point to which the material will be
delivered for shipment.
Picking Create Transfer Order Via Outbound Delivery Monitor

In the Outbound Deliveries for Picking screen, enter the following information:

Shipping Point/Receiving Pt The physical location (for example, a Your DC San Diego
warehouse or collection of loading
ramps) from which you ship the item.
Click on (EXECUTE).
In the Days Workload for Picking screen, select the line selection check box next to your outbound
delivery number.
Click on (TO IN FOREGROUND).
In the Create Transfer Order for Delivery Note: Initial Screen screen, click on the icon.
In the Overview screen, click on the icon. You will receive an error that says Data is not defined.
In the Create Transfer order for Delivery: Generate TO Item screen, enter the following information:

Source Storage Type Source type from where the material to be transferred. Your Pallet Storage
Source storage section Storage section of the storage bin from where the Your Total Section
material to be transferred is to be or removed.
Click on (ENTER). You will receive an error that says Data for storage type search is not defined.
In the Create Transfer order for Delivery: Generate TO Item screen, enter the following information:

Source Storage Type Source type from where the material to be transferred. Your Shelf Storage
Source storage section Storage section of the storage bin from where the Your Total Section
material to be transferred is to be or removed.
SAP AG Page 53
VI.4.16: Confirm Transfer Order III

Description: This is the fourth of seven steps to sell Off Road Bikes and Road Helmets from the San
Navigation: SAP menu Logistics Logistics Execution Outbound Process Goods Issue for
Outbound Delivery Picking Confirm Transfer Order Single Document In One Step

SAP AG Page 54
VI.4.17: Ship Materials

Description: This is the fifth of seven steps to sell Off Road Bikes and Road Helmets from the San
You will ship the material to the customer by posting goods issue. Posting goods issue indicates a
change in ownership of the goods and reduces the inventory quantities and value in the San Diego
plant.
Outbound Delivery Change Single Document

In the Change Outbound Delivery screen, click on the icon. You will receive a
message that says Outbound Delivery has been saved.
SAP AG Page 55
VI.4.18: Create Invoice

Description: This is the sixth of seven steps to sell Off Road Bikes and Road Helmets from the San
You will create an invoice to send to SoCal Bikes after having shipped the goods.
Navigation: SAP menu Logistics Sales and Distribution Billing Billing Document Create

In the Create screen, click on the icon. You will receive a message that says Document saved.
SAP AG Page 56
VI.4.19: Receive Payment

Description: This is the seventh of seven steps to sell Off Road Bikes and Road Helmets from the
San Diego Warehouse to GBIs Customer, SoCal Bikes.
SoCal Bikes has received the invoice and sent payment. You will post the payment to your General
Ledger (debit Bank and credit Accounts Receivable).
Navigation: SAP menu Accounting Financial Accounting Accounts Receivable Document

Entry Incoming Payments

In the Post Incoming Payments: Header Data screen, enter the following information:

Document Date Date on which the original document was issued. Current Date
Bank data Account Number for the account to be posted. Your Bank Account
Open item selection Account Account from which the open items are to be Your SoCal Bikes
selected for further processing or the key of a
work list which represents a group of accounts.
Click on (ENTER). You will receive a message that says 1 items are selected.
In the Post Incoming Payments Process open items screen, click on the icon. You will receive a
message that says Document was posted in company code US##.
SAP AG Page 57

Phase VI - Warehouse Management V2.23

Caricato da

Informazioni sul documento

Titolo originale

Copyright

Formati disponibili

Condividi questo documento

Condividi o incorpora il documento

Opzioni di condivisione

Hai trovato utile questo documento?

Questo contenuto è inappropriato?

Copyright:

Formati disponibili

Phase VI - Warehouse Management V2.23

Caricato da

Copyright:

Formati disponibili

CASE STUDY

SAP ERP Configuration Phase VI

Product MOTIVATION PREREQUISITES

Overview and Table of Contents

Enterprise Rules and Process

General Notes and Cautions

In the Customizing: Execute Project screen, click on the icon.

Attribute Description Data Value

Click on (CONTINUE (ENTER)).

Attribute Description Data Value

Click on (CONTINUE (ENTER)).

Attribute Description Data Value

Part VI.1 Enterprise Structure

Enterprise Rules and Process

VI.1.1: Define Warehouse Number

Warning: See General Notes and Cautions about table locks.

Navigation: SAP Customizing Implementation Guide Enterprise Structure Definition Logistics

In the Choose Activity pop-up, double-click on Define warehouse number.

Tasks and Data Entry:

WhN Warehouse no. description

VI.1.2: Assign Warehouse Number

A warehouse must be associated to at least one Storage Location.

Warning: See General Notes and Cautions about table locks.

Navigation: SAP Customizing Implementation Guide Enterprise Structure Assignment Logistics

Tasks and Data Entry:

screen. Click on (NEW ENTIRES).

Plnt SLoc WhN

Part VI.2 Rules and Parameters

Enterprise Rules and Process

VI.2.1: Define Storage Type

Storage Types are defined as either

Warning: See General Notes and Cautions about table locks.

Navigation: SAP Customizing Implementation Guide Logistics Execution Warehouse Management

Tasks and Data Entry:

Highlight the 100 001 Shelf Storage row.

Highlight the 100 002 Pallet Storage row.

Highlight the 100 003 GR Area External Receipts row.

Highlight the 100 004 Shipping Area Deliveries row.

Highlight the 100 005 Stock Transfers (Plant) row.

Enter the following information:

Attribute Description Data Value

Enter the following information:

Attribute Description Data Value

Name of storage type Description of the storage type. ## Pallet Storage

Attribute Description Data Value

Enter the following information:

Attribute Description Data Value

Enter the following information:

Attribute Description Data Value

You will receive a message that says Data was saved.

VI.2.2: Define Shipment Types

Shipment Types link Inventory Management transactions to Warehouse Management transactions.

Warning: See General Notes and Cautions about table locks.

Navigation: SAP Customizing Implementation Guide Logistics Execution Warehouse Management

Tasks and Data Entry:

Whn S Text f.shipment type

VI.2.3: Define Requirement Types

Requirements Types link Inventory Management documents to Warehouse Management documents.

Warning: See General Notes and Cautions about table locks.

Navigation: SAP Customizing Implementation Guide Logistics Execution Warehouse Management

Tasks and Data Entry:

WNo R Requirement Type Description

VI.2.4: Define Movement Types