material master

User GuideFile Name: Responsibility:

Title: MM 1.2.DOC MM Team (ILS)

Create Material Master for stock itemSolution/Release: Status: 4.6B complete

Process DescriptionThe Material Master is an information record for an item that is held in stock and issued from a store at a future date The record contains a description, storage details, specifies the storage location, method of replenishment and issue price Descriptions from the record are defaulted into a purchase order together with Vendor & Price information from a matching Purchasing Information Record (PIR)

ContentsThis document will take you through the process required to create a Material Master Record following the steps below

Section 1.1 1.2 1.3 1.4 1.5

Contents Required Fields Accessing the Create Material Master screen Selecting views for the Material Master record Assigning a Storage Location to a Material Master record Creating the Material Master record

1.1

Required FieldsLast changed by IS1M Version. Page:

Last changed on: 11/07/08

1/17




Input - Required Fields Material Industry sector Material Type Storage Location Warehouse Number Storage Type Base unit of measure Material group Old material number Language Material description Order unit Purchasing group Long text MRP type Reorder point MRP controller Lot size key Maximum stock Schedule margin key Planed delivery time Period indicator Hazardous material number Availability check Temperature conditions Unit of issue Storage bin Valuation class Moving average price Price unit

Field Value / Comments Material code to uniquely identify material University University material Type Code for ordering group responsible for a warehouse Code for storage area 005 Fixed Bin Storage Unit of measure in which material is managed Code for describing a group of like products Number from a previous system or a superceded material EN for English Short text to identify material to supplier and for interrogation purposes Where order unit differs from base unit eg pack to case Code to identify departmental purchasing group associated with Material Master Extra free text for additional information that can be held in record or printed on order V1 for manual reordering Quantity of material at which reordering should be considered Code for store responsible for planning and ordering material HB code for replenishment from reorder point to maximum stock level Quantity of material needed to satisfy usage and purchasing/storage costs 000 a required entry Number of days between order and delivery T for day Descriptive code 01 for daily Special storage temperature requirements Only used if different from base unit of measure Code for storage bin allocated to a material in a specific storage location General ledger code that categorizes expenditure eg 5003 chemicals Initial price of material including VAT Number supplied for a price


Last changed by IS1M

Version.

Page:

2/17




1.2

Accessing the Create Material Master screenTo access the Create Material Master screen follow the SAP standard menu path: Logistics > Logistics Execution > Master Data > Material > Material > Create > Immediately Or use the transaction code MM01

1.3

Selecting views for the Material Master record

On the screen Create Material (Initial Screen) enter date from the table below

Field Name

Description

Material Industry sector Material type

Code number of item UNIVERSITY UNIVERSITY MATERIAL TYPE

Required Optional N/A not applicable R R R

User Action and Values

Comments

Alpha numeric code to uniquely identify the item in the Material Master records Default or select from drop down list Default or select from drop down list

Maximum of 18 characters

use the screen button Select view(s) to display the pop up screen Select View(s)Last changed on: 11/07/08 Last changed by IS1M Version. Page:

3/17




Select all eight views by clicking on the box at the beginning of each descriptive line or use the green ''select all'' screen icon at the bottom of pop up screen Select the check box for ''Create views selected''

Note These views record the different types of data that is held on an individual material. It is possible to omit certain views such as MRP- (material requirements planning )and proceed without them or create them later. Use the Organisational levels screen button on pop up screen to activate next screen

1.4

Assigning a Storage Location to a Material Master record



Version.

Page:

4/17




Field Name

Description

Plant Storage Location Warehouse Storage type

The whole business unit Designated location for storing and issuing stock Designated warehouse at storage location Description of storage facility

Required Optional N/A not applicable R R R R


Comments

Default UNIV for university Type code for location where material is to be stored or select from drop down list Type code for warehouse where material is to be stored or select from drop down list Default 005 fixed bin storage has been selected to describe type throughout all stores

This information describes where the material is to be stocked. It is possible to extend the material master to facilitate stock holding in other stores which is a separate 'create material master' process. Note: Use the Default Values screen button on pop up screen to save this storage location data as a personal setting or key Enter to move to the next screen 1. 5 Creating the Material Master record

On the Create Material Basic Data screen enter information from the table belowLast changed on: 11/07/08 Last changed by IS1M Version. Page:

5/17




Field Name

Description

Required Optional N/A not applicable


Comments

Language Material description Base unit of measure Material group Old material number

National language for description Short text to describe material Unit in which material is managed Code for grouping like products for purchasing analysis Number of material held on previous system or a superceded material R R R

EN for english

extra lines are for alternative languages used for order description and interrogation purposes

EA (each) will be normal or select from drop down list select from drop down list

O



Version.

Page:

6/17




or key Enter to move to the next screen On the Create Material Purchasing screen enter information from the table below

Field Name

Description

Base unit of measure Order unit Purchasing group Material group Alternative to base unit Departmental purchasing group creating Mat. Master

Required Optional N/A not applicabl e R 0 R


Comments

EA (each) will be normal or select from drop down list If required select from drop down list Type dept code or select from drop down list

Defaults from previous screen

R

Defaults from previous screen

NOTE If order unit and base unit of measure differ it will be necessary to complete a conversion table on a pop up screen that will be displayed using screen button Units of measureLast changed on: 11/07/08 Last changed by IS1M Version. Page:

7/17




Shown below is an example of base unit EA (each) being different to order unit BOX Having entered a different order unit press the screen button Units of measure to view the pop up screen Conversion Factors: Units of Measure. Here one box equals ten units termed "each". For every box that is ordered and received stock will be increased by ten and the price of one box divided by ten for pricing each unit issued Stock quantity will be counted in the base unit of measure

There is an extensive drop down list from which to select units of measure so that order and issue units can be logically converted, eg pack from case, bottle fro drum, meter from reel, each from dozen. Green tick the pop up screen to confirm the conversion factor or key Enter to move to the next screen



Version.

Page:

8/17




On the Create Material Purchase Order Text screen enter information from the table below

Field Name

Description

Long Text

Required Optional N/A not applicabl e 0


Comments

Free text for additional information to be printed on purchasing order.

Text can be increased further by using the Editor icon

or key Enter to move to the next screen

On the Create Material MRP 1 screen enter information from the table belowLast changed on: 11/07/08 Last changed by IS1M Version. Page:

9/17




MRP 1 screen continues

MRP 1 Screen continuedLast changed on: 11/07/08 Last changed by IS1M Version. Page:

10/17




Field Name

Description

Base unit of measure Purchasing Group MRP type Code that determines how material replenishment is planned The stock level at which a replenishment order is triggered Purchasing group responsible for material planning and ordering Code that determines the replenishment procedureLast changed by IS1M

Required Optional N/A not applicabl e R R R


Comments

Defaults from a previous screen Defaults from a previous screen Type , in V1 for manual reorder point

Reorder point

R

MRP controller Lot size key

R

Type in quantity of material in basic units of measure at which you require system to report Type in your purchasing group

R

Type HB for replenishment quantity to calculated quantity from reorder point to maximum stock levelVersion. Page:


11/17

User GuideFile Name: Responsibility: Maximum Stock level Planned delivery time Sched margin key

Title: MM 1.2.DOC MM Team (ILS) The maximum quantity of stock to be held Time lapse between order and receipt of material Extra days for material to be available after delivery

Create Material Master for stock itemSolution/Release: Status: R R 4.6B complete

Type in quantity of material in basic units of measure that is highest required Type in the number of days

R

Type in 000 as this facility will not be required


On the Create Material MRP 2 screen enter information from the table below



Version.

Page:

12/17




MRP 2 screen continues

MRP 2 screen continued



Version.

Page:

13/17




Field Name

Description

Period indicator Availability check

Time unit in which planning is managed Code for how & when system checks requirements

Required Optional N/A not applicabl e R R


Comments

Type in T for Days Type in 01 for Daily

Note In the availability check block, disregard the field Tot, repl, lead time as it only applies to in house manufacture MRP (Material Requirements Planning) includes in house production which is not required in university business Elements of this process have been minimized but the screens still need some data for the procurement planning process to function or key Enter to move to the next screen

On the Create Material General plant Data/ Storage screen enter information from the table below



Version.

Page:

14/17




Field Name

Description

Base unit of measure Unit of issue

Required Optional N/A not applicabl e R O


Comments

Defaults from a previous screen Leave blank unless unit of issue differs from base unit. Select from drop down list and complete conversion pop up screen Leave blank or select from drop down list for appropriate hazard Select from drop down list

Haz. Material number Temp conditions

Descriptive code Special temperatures for storage of material

O O


On the Create Material Warehouse Management screen enter information from the table below



Version.

Page:

15/17




Field Name

Description

Base unit of measure Storage bin Code to uniquely identify individual storage bins

Required Optional N/A not applicabl e R R


Comments

Defaults from a previous screen Select from drop down list of all bins in a storage location Only allocate one material to each bin Bins numbers must be created before a material can be allocated


On the Create Material Accounting screen enter information from the table below



Version.

Page:

16/17




Field Name

Description

Base unit of measure Valuation class Moving average price Price unit ledger code to categorize expenditure Issue price including

Required Optional N/A not applicable R R

User Action and Comments Values

Defaults from a previous screen type in or select from drop down list Set to initial purchase price which will be auto updated after invoice payment 1 or as required eg 5 for 1

VATnumber supplied for the price O

Save the Material Master Record Look for message band at bottom of screen to confirm material has been created



Version.

Page:

17/17

material master

Documents

Transcript of material master