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Transcript of ppt_KT_IM-GoodsRect
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a er a s anagemen
Knowledge Transfer Session
June 17, 2009
The SC Enterprise Information System is a project of the SC Budget and Control Board, Division of State Information Technology.
© State of South Carolina. All rights reserved.
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Agenda
Key Terms
o es an espons t es
Receipt and Issue Overview
ece p ga ns a urc ase r er
Receipt of Used/Reclaimed Materiala er a ssues
Material Scrapping
a er a rans ersNext Steps
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Key Terms
The SC Enterprise Information System is a project of the SC Budget and Control Board, Division of State Information Technology.
© State of South Carolina
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Key Terms cont.
SAP Term Description
quantity and price basis or quantityonly in storerooms and expensed attime of consumption.
ECC (Enterprise CentralComponent)
vs.
SRM:
Used for Non Inventory purchaseorders
SRM (Supplier RelationshipManagement)
Used for creation of “shopping cart”
for inventory and non-inventoryre uests
ECC:
Used for all inventory procurement
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Key Terms cont.
SAP Term Description
enterprise according to production,procurement, maintenance, andmaterials planning. A place wherema er a s are pro uce , or goo s anservices are provided.
Storage Location A location at which inventory is stored
Internal Vendor A division or agency within the state ofSouth Carolina who provides a good orservice to other agencies. Internal
of material where an STO is required.
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Key Terms cont.
SAP Term Description
-
uniquely identifies a material in SAP.
As a rule, a material master record
in an enterprise. This record is storedunder the material number.
Ke that is used to rou to ether materials with similar attributes.
Scrapping Goods issue of material that can nolonger be used. For example, if a
material has deteriorated in quality orbecome obsolete
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Key Terms cont.
SAP Term Description
(Materials RequirementsPlanning)
term for procedures in requirementsplanning that take into account currentinventory levels, projected demand andplanned replenishment (i.e. existingpurchase requisitions and purchase
orders.) Our primary use of MRP will.
Stock Transfer Order (STO) Internal purchase order that facilitatesthe transfer of stock from a warehouseto a lant
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Key Terms cont.
SAP Term Description
been withdrawn from storage at theissuing plant on the basis of a stocktransport order, but has not yet arriveda e p an o w c s e ng
transferred (receiving plant)
Stock in Transfer Quantity of a material which a physicals oc rans er us ng e wo-s epprocedure, has already been takenout of stock at the point of issue but
has not yet arrived at the point of
receipt.
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Key Terms cont.
SAP Term Description
withdrawal, goods issue, materialconsumption or goods shipment isposted to a customer. A goods issueleads to a decrease of stock.
Goods Receipt Goods movement in which the receipt
of goods from both an external vendoran rom pro uc on s pos e . goo sreceipt leads to an increase in stock.
WBS Element Used to accumulate and monitor costs
Internal Order Cost collector that represents theactivity being performed
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Roles and Responsibilities
The SC Enterprise Information System is a project of the SC Budget and Control Board, Division of State Information Technology.
© State of South Carolina
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Roles and Responsibilities
Agency Inventory Receiver
– Responsible for entering materials receipts in SCEIS forinventory and non-inventory items for:
•
• Internal Purchase Orders
• Used/Reclaimed Materials• a er a rans ers
– Print goods receipts as required
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Roles and Responsibilities cont.
Agency Inventory Issuer
– Responsible for creating goods issues and materialtransfers for inventory items
– , , ,movement
–May assist in the count and recount of physical inventory
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Receipt and Issue Overview
The SC Enterprise Information System is a project of the SC Budget and Control Board, Division of State Information Technology.
© State of South Carolina
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Notice
are not designed to supersede the South Carolina
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Receipt Overview
The goods receipt function is for receiving goods
– Purchase Order from an external vendor
–
– Receipt of material transfers (Non STO)
–
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Receipt Overview cont.
Receipt transactions for inventory items will-
quantity
Unless it is a Non-Valuated Material
(Used/Reclaimed) the Inventory value isimmediately increased when a goods receipt isentered
Goods Receipt is a part of the three way match
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vendors.
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Issue Overview
Inventory issue function is used to issue/transfer
n ssue s use n many processes:
– Material Consumption
– Material Transfer
Material Issue transactions for inventory items willimmediately reduce the inventory on-hand quantity
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Receipt Against Purchase Order
The SC Enterprise Information System is a project of the SC Budget and Control Board, Division of State Information Technology.
© State of South Carolina
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Goods Receipt for PO
OPTIONAL
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ME23N - Display a Purchase Order
Purpose Display a Purchase Order
TriggersMaterial is delivered. Verify quantity ordered.
Demonstration
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MIGO - Create a Goods Receipt
Purpose Create a Goods Receipt.
TriggersUse movement type 101 for the goods receiptagainst a PO.
Demonstration
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MIGO - Reverse a Goods Receipt
Purpose Reverse a Goods Receipt .
TriggersData Input Error. Correction required to reducequantity received.
Demonstration
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Receipt for Free/Reclaimed Material
The SC Enterprise Information System is a project of the SC Budget and Control Board, Division of State Information Technology.
© State of South Carolina
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Goods Receipt for Free / Reclaimed
Material
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MIGO - Create a Goods Receipt
Purpose Create a Goods Receipt, Movement Type (MVT) 501.
TriggersAsphalt becomes available from a project and the
decision is made to put the material in inventory forfuture use.
Demonstration
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MIGO - Reverse a Goods Receipt
Purpose Reverse a Goods Receipt, Movement Type (MVT)502.
Triggers Quantity entered in error. Reduce amount of GoodsReceipt.
Demonstration
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Goods Issue
The SC Enterprise Information System is a project of the SC Budget and Control Board, Division of State Information Technology.
© State of South Carolina
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Walk up Request for Goods Issue
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MIGO - Create a Goods Issue
Purpose Create a Goods Issue for a walk up request forsupplies Movement Type (MVT) 201.
TriggersA walk up request for some material that is needed
for a construction project.
Demonstration
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MIGO - Reverse a Goods Issue
Purpose Reverse a Goods Issue, Movement Type (MVT) 202.
TriggersAn incorrect quantity was issued and a correction
needs to be made.
Demonstration
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Material Scrapping
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Material Scrapping
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MIGO - Create a Goods Issue to
Scra inPurpose Create a Goods Issue for scrapping, Movement Type
(MVT) 551.
TriggersMaterial Identified for scrapping.
Demonstration
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Material Transfers
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Material Transfer – Sloc to Sloc
Material not Check otheravailable in
Storage
Location
StorageLocations in
your Plant
TransferMaterial
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Material Transfer – Sloc to Sloc cont.
Perform One-step inventory transfer
– Movement type 311 will perform both Goods Issue and
Goods Receipt at the same time
– esu ts:
• Reduced stock on hand in sending storage location
• Increased stock on hand in receiving storage location
• Value of the transferred material remains unchanged since both
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Material Transfer – Plant to Plant
available inPlant
availability inother Plants
TransferMaterial
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Material Transfer – Plant to Plant cont.
Perform Two-step inventory transfer
– Issuing plant utilizes movement type 303 for issue
– Receiving plant utilizes movement type 305 for receipt
– Results:
• Good issue reduces the available stock on hand at the issuingp an
• Goods issue quantity is now ‘in transfer’ between the two plants
• Receiving plant’s budget is charged at time of goods issue at
• Receiving plant must conduct a receipt transaction to place itemsinto storage, increasing stock on hand and decreasing the ‘in-transfer’ uantit .
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• Stock in-Transfer is not considered for Inventory Replenishment
(MRP) purposes
MB1B Material Transfer Sloc to
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MB1B - Material Transfer – Sloc toSloc
Purpose Create a material transfer from Storage location toStorage Location, Movement Type (MVT 311) – OneStep.
Triggers County storage location requires material fromanother storage location within a county.
Demonstration
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MB1B Material Transfer Plant to
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MB1B - Material Transfer – Plant to
Plant Goods IssuePurpose Create a material transfer issue with a Goods Issue
Slip from Plant to Plant without a Stock TransportOrder, Movement Type (MVT) 303.
Triggers Material required from another plant.
Demonstration
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MB1B Material Transfer Plant to Plant
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MB1B - Material Transfer – Plant to PlantGoods Recei t
Purpose Create a material transfer receipt from Plant to Plantwithout an Stock Transport Order), Movement Type(MVT) Type 305.
Triggers Material required from another plant.
Demonstration
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Course Summary
Agency Inventory Receiver
–Responsible for entering Goods Receipts in a timelymanner for:
• External purchase orders
• Internal purchase orders• Used/Reclaimed Materials
• Material Transfers
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Course Summary cont.
Agency Inventory Issuer
– Responsible for performing Goods Issues for:
• Material Consumption
• Material Transfers
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Course Summary cont.
Receiving
– nven ory rep en s men or ers w now e
External Purchase Orders (POs) or Internal StockTransfer Orders (STOs)
– A SAP purchase order will be required to perform a
receipt from any external vendor
– Goods Receipt is a part of the three way match requiredfor processing payment to external vendors
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Course Summary cont.
Issuing
– ma er a ssues w e u ge re evan excep or
used/reclaimed material and scrapping
– ere w e a ar s op o a goo s ssue e accounthat is charged does not have sufficient budget available
when the issue is budget relevant
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C S
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Course Summary cont.
Scrapping
– a er a scrapp ng w e use o remove ma er a s rom
inventory when:• Obsolete
• Damaged
• No longer needed
– Scrapping Material movements will not be budget relevant(Statistical Only)
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C S
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Course Summary cont.
Material Transfers: Storage Location to Storage
• Perform One-step inventory transfer
• oo s ssue movemen ype w per orm oGoods issue and Goods receipt at the same time
– Reduced stock on hand in sending storage location
– Increased stock on hand in receiving storage location
• Value of the transferred material remains unchangedsince both the sending and receiving storage locations
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are n e same p an
C S t
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Course Summary cont.
Material Transfers: Plant to Plant– -
without an STO– Issuin Plant will erform a Goods issue with movement
type 303
–
Receiving Plant will perform a goods receipt withmovemen ype
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C S t
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Course Summary cont.
Material Transfers: Plant to Plant
–Results:– Good Issue reduces the available stock on hand at the sending
lant
– Goods Issue quantity is now ‘in transfer’ between the twoplants
’– ece v ng p an s u ge s c arge a me o oo s ssue asending plant’s moving average cost times quantity issued
– Receiving plant must conduct a receipt transaction to placeems n o s orage, ncreas ng s oc on an an ecreas ng e
‘in-transfer’ quantity
– Stock in-Transfer is not considered for Inventory
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ep en s men purposes
An Q estions?
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Any Questions?
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Self Study Materials Management
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Self-Study – Materials Management
Post-work for Goods Issue/Goods Receipt Session
– Review session content
–Conduct Survey Monkey Knowledge Check for
– Review Frequently Asked Questions (FAQs)
–Review demonstration documentation / workbookmaterials
Refer to www.sceis.sc.gov. Click on Knowledge Transfer Program , then
Materials Mana ement Knowled e Transfer
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Next Steps
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Next Steps
Inventory Management – Physical Inventory
– June 24, 2009 at 9:00 a.m. – 11:00 a.m., SCEIS 201
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Contact us
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Contact us
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