PROJECT SAKSHAM END USER DOCUMENT MATERIAL ...PROCESS – Standard Operating Procedure (SOP) SAP MM...

Version 0.1 End User Manual of 48 Project – SAKSHAM

PROJECT SAKSHAM

END USER DOCUMENT

MATERIAL MANAGEMENT

PROCESS – Standard Operating

Procedure (SOP)

SAP MM Reports

Version 0.1


Document History

Version Date Summary of Change Author Role

V 0.1 04.07.20 First version Punkaj Kumar MM- Consultant

V 0.2 05.07.20 Review Vinod Naik Project Manager

Other Related Documents

Related Document Comments

ERP RFP

MM To Be Design

Review/ Approval Detail

Role Name Signature and Date Comments

Review & Approval

Project Manager UPPCL

Prateesh Pranjal

Project Manager Accenture

Vinod Naik


Table of Content 1. Purpose ................................................................................................................................................ 4 2. Scope .................................................................................................................................................... 4 3. Pre-requisites ...................................................................................................................................... 4 4. Centralized Payroll Team ................................................................................................................... 4 5. Report ....................................................................................................... Error! Bookmark not defined. 6. Role and Responsibilities ................................................................................................................ 47 7. References / Definitions ................................................................................................................... 47


1. Purpose

This document elaborates process steps to be followed by all stakeholders involve in the Material

Management process in SAP ERP system.

Some of the benefits of maintaining SOPs are listed below:

• SOPs will be helpful in many workplaces which require strict procedures or adherence to a set

of instructions to see to it that certain outcomes are attained.

• SOPs will also serve as a good reference to employees who are required to follow a given set

of procedures. It has been shown that even the best of employees tends to forget, this implies

that having SOPs will be quite vital in helping all the employees to stick to the right or

recommended procedure.

• SOPs are also helping to newly trained employees. They will be key in helping them keep the

fresh instructions and they will also act as an easily available reference source.

2. Scope

This document covers the SOP for processing Use SAP Material Management related Reports in day

to day basis by UPPCL and DISCOMs in a standardized manner.

3. Pre-requisites

Following are the pre-requisites for all the stockholder to process the steps mentioned in this

document.

• The officials shall have SAP GUI application installed in their system

• The officials shall have SAP user ID with required roles and authorization in the system

• The official should have taken training of MM processing and should be aware of the required

transactions in the system

4. SAP MM Team

There will be dedicated centralized team at UPPCL and each DISCOM head office level. Centralized

Payroll team will be monitored by respective Director – P&A of each entity. Central team will contain

employees with minimum skillset:

• Understanding of MM structure and allowances

• Good knowledge of India Taxation processes

• Knowledge of Purchasing & Inventory processes


5. Reports:

5.1 Transaction Code with Report Description

Detailed Steps are elaborated here as follows:

1. Material List – Transaction Code MM60

Process 1. Variant Selection

➢ Run Transaction Code – MM60

Click on Variant Icon

Click on Variant


Select Variant MM60: -

➢ Change Require Input Value:

• Material Code – Item code

• Plant Code/Store/Division/Workshop

• Material Type -Line Item/Metering and Equipment/ Poles/ Transformer/ Other etc.

• Materials Group - Transformer, Repaid., 33 kV Cables, Earth Wire, Earthing Rod,

Transformer Accessor etc

Select Variant MM60

Execute/Run Report


➢ Output Result: Discoms user (JE, AE, ASK etc.) can check Material code list at Plant Code/Store/Division/Workshop

Process 2. Field based Search

➢ Run Transaction Code – MM60

➢ Enter Input details as per Requirement & Execute:


• Plant Code/Store/Division/Workshop

• Material Type -Line Item/Metering and Equipment/ Poles/ Transformer/ Other

etc.

• Materials Group - Transformer, Repaid., 33 kV Cables, Earth Wire, Earthing

Rod, Transformer Accessor etc.


Execute or Run Report

➢ Output Result: Discoms user (JE, AE, SK etc.) can check Material code list at Plant

Code/Store/Division/Workshop

Execute or F8

i

F4 or Search Plant Code

i

F4 or Search Material Type

i

F4 or Search Material Group

i


2. List of Purchase Requisition/Indent: Transaction Code - ME5A

Process 1. Variant Selection

➢ Run Transaction Code ME5A


Click on Variant Tab

Select ME5A Variant

Click On Variant

Select ME5A


Change Plant code according to Discoms

Execute or F8 – Execute report after entering or changing Plant code

➢ Output Result: Discoms user Can Check PR list with complete details (Material

Number, Quantity, PR status etc.)

Change Plant Code

Execute or F8


Process 2. Field based Search

➢ Run Transaction Code ME5A

➢ Enter Input Details as per Requirement:

• Purchase Requisition Number/Indent Number

• Purchasing Group (Civil, IT, Central Purchase, Local Purchase, Commercial etc.)

• Material Group- Transformer Repaid., 33 kV Cables, Earth Wire, Earthing Rod,

Transformer Accessor etc.

• Plant Code/Store office /Distribution Division/Workshop/HO

• Document Type – O&M Dist Indent/ PS indent/ Local Indent etc.


Execute Report after Enter Data

➢ Output Result: Discoms user Can Check PR list with complete details (Material

Number, Quantity, PR status etc.)

Execute or F8


3. List of Purchase Requisition: Transaction Code ME5A with dynamic Selection

➢ Run Transaction Code ME5A & Select Dynamic Tab Icon

Select dynamic selection or Use Input Variant ME5A-List of Purchase Requisition

Click on Dynamic Selection Tab

Click on Purchase Requisition


Select Purchase Requisition Tab

Double Click on Require Field


➢ Select required fields & Input Details or User Input Variant

• Enter Input Value (Requisitioner or JE, Material Code, Plant Code, created by etc.) & Execute Report after enter Input Value:

• Document Type – O&M Dist Indent/ PS Indent/Local Indent/Deposit Work Indent

• Purchasing Group- Local/Central/ Civil/IT/Constructing etc.

• Created By – SAP user Id of Indenter

• Material – Item Code

• Plant – Store office/Workshop/Division/ Test Division/HO etc.

Require input Enter

Execute or F8


Execute Report ➢ Output Result: Discoms User can check List of Purchase requisition with details

and status of PR.


4. PR Report with Account Assignment (Project Code/ Network/ Cost Center/

Asset Etc.) - Transaction Code -ME5K

➢ Run Transaction Code ME5K


Select Variant

Click on Variant Tab

Select SAPMM1


Click On Dynamic Selection

Enter Input Value as Per Requirement( PR No, Created On (Date)

Use Multiple Selection(Click on Arrow)


Enter Single Value, Select Ranges or other value

Select Tab According to Requirement

Enter Lover Limit to Upper Limit

Execute or F8


➢ Enter Input Fields:

• WBS Element or Project Code (Customer Deposit Project, Material & Service

Line Cable, Supervision Charges etc.)

• Cost Center – Test Division, Circle 1, Circle 2, Head Office, Civil etc.

• Asset – If Material is Asset enter Asset Code

• Network- Project Activity No

• Material Code- Item Code


➢ Output: Discoms user can check List of Purchase requisition with Project Code/ Cost Center/ Network/ Assets


5. PR Approval Report -Transaction Code - ZMM1001

➢ Run Transaction Code ZMM1001

➢ Enter Input Require Field:

• PR Number or Indent Number

• Created On- PR Created Date

• Created by SAP User Id of PR Created User

• Document Type- O&M Dist. Indent, Project Indent Etc.

• Report (All User) – Display All PR

• Pending PR (All User) – Display only Pending PR for Approval

• Approved PR (All User) – Display only Approved PR


Execute Report ➢ Output Result: Discoms User can check PR status of Approval.

Execute Report


6. Purchasing Document Per Supplier- Transaction Code- ME3L

➢ Run Transaction Code ME3L

➢ Input Require Field:

• Supplier or Vendor Code

• Purchasing Organization (DVVN/KESC/MVVN/PUVV/PVVN/UPPC)

• Document Type – ZCRC - Purchase Order

• Material – Item Codes

• Material Group - LT Cable, Cable Other, Pips, Poles, Transformer etc.

• Document Date - PO Date


Use Variant MM01 - List of Purchase Order/Contract

Select SAPMM1

Click on Variant Icon

Select SAPMM1 Variant


➢ Select Input Require Fields

• Supplier Code – Vendor Code

• Purchasing Organization—DVVN/KESC/MVVN/PUVV/PVVN/UPPC

• Plant code- Store office/HO/ Test Div/ Civil etc.

• Document date – PO Document Date

• Material Group – Poles/ Pipes/ Transformer/ Cable/ Oil etc.



Execute Report ➢ Output Result: Discoms user can check list of Purchase Order or Contract list with

Purchase Order History.


7. Purchasing Document (DI-Dispatch Instruction) List – Transaction Code -

ME2L

➢ Run Transaction Code ME2L

➢ Input Require Fields:

• Purchasing Organization (DVVN/KESC/MVVN/PUVV/PVVN/UPPC)


• Purchasing Group- Local Purchase/ Civil/It/Construction/ Deen Dyal/ Subhagya

• Material Code – Item Code


Execute Report

➢ Output Report: List of DI with Purchase History & status of Open Good Receive Qty (MB Quantity) and Open Invoice Qty.


8. Stock Overview: Company Code/Plant Code/

Store/Division/Workshop/Storage Location/Batch- Transaction Code MMBE

➢ Run Transaction Code MMBE

➢ Enter Input Require Value:

• Material code: Mandatory


• Storage Location/AS01/JE01/JE02/KW01

• Batch- Batch of Material (Meter or Transformer)


Execute Report

➢ Output Result- User can check Material stock status with Plant Code/

Store/Division/Workshop /Storage Location

Execute Report or F8


9. Stock of Material on current Date - Transaction Code -MB52

➢ Run Transaction Code MB52

Get Variant

Click on Variant

Select Variant SAPMM1


➢ Enter Input Details:

• Material Code Item Code


• Storage Location – AS01, JE01, JE02, V001, KW01 Etc.

• Material Type -Steel/Spare/Tolls/Transformer/ Workshop Materials etc.

• Select Special Stock- Project Stock/Sub-contracting Stock

• Material Groups – Pipes/ Hardware Item/Meters/Oil/ Poles etc.

Execute Report

➢ Output Result- Stock Status at Material with Quantity and Value at Plant/Division/Storage Location/Project



10. Material & serial Number Mapping – Transaction Code -ZMM3016

➢ Run Transaction code ZMM3016

➢ Enter Input Value:

• Enter Plant Code/Store office /Distribution Division/Workshop/HO

• Material Number- Transformer / Meter


Execute Report Output Result: Discoms user Can Check Material (Transformer) with Batch number & Serial Number.



11. Stock Report - Transaction Code -ZMM3010

➢ Run Transaction Code ZMM3010

➢ Enter Input Require Field:


• Material Code – Item Code

• ABC Indicator – A-Significant Material/B Material - Medium Significance/C Material - Low Significance

• Material Group- Meters/ Poles/Steel/Roads & Studs/Wire & Strips/Pipes etc.

• Material Type – Meters/ Transformer/ Spares/ Poles/Others/Steel/Tools etc.

• Date (Input Date Range) From to To

➢ Output Result: Discoms User can check Material transaction between define Date range with Opening Quantity and Value, Good Received Qty & Value, Issue Qty & Value and Closing Quantity and Value.



12. Material Document List- MB51

➢ Run Transaction Code MB51


➢ Enter Input Require Fields:

• Material Number – Item code


• Storage Location- AS01/ JE01/JE02/KW01 etc.

• Batch – Batch Number of Meter or Transformer

• Vendor – Supplier Code

• Movement Type – 101,561,201,309,311, 351 etc. (differentiate movement to

Material for Various Purpose example – 101- GR with PO, 561- Initial stock

Upload, 201- Good issue to Cost center, 351- Good issue against STO

• WBS Elements – Project Code

• Posting Date- Material Document Posting Date

• Username – SAP User Id


Execute Report

➢ Output Result: Business Can check day to day Material Transaction within Plant Code/Store/Division/Workshop/HO

Execute Report


13. Stock in Transit: Transaction Code MB5T

➢ Run Transaction Code MB5T

➢ Enter Require Input Value:

• Material Code -Item Code

• Receiving Plant Code/Store office /Distribution Division/Workshop/HO

• Issuing Plant Code/Store office /Distribution Division/Workshop/HO

• Plant Company Code/Discoms (DVVN/KESC/MVVN/PUVV/PVVN/UPPC)

• Special Stock – Project Stock


Execute Report

➢ Output Result: Business user can check in Transit stock between two Plant code.


14. Reporting on Services -Transaction Code MSRV2

➢ Run Transaction Code – MSRV2


➢ Enter Input Field:

• Service Number – Service Activity Number use in Service PO

• Material Group Service – Project Service/Rent/Admin & General, Audit Fess,

Consultancy Chare etc.

• Purchase Organization (DVVN/KESC/MVVN/PUVV/PVVN/UPPC)

• Document Date – Document date of PR/Po/Contract/Service Entry sheet

• Supplier – Vendor Code

Selection In: Please select as per requirement- PR/RFQ/Quotation/PO(DI)/Contract (PO) &

Entry sheet & Execute Report


➢ Output Result: Discoms user can check Service activity report with PR/PO/DI/Service

Entry sheet


15. List of Vendor: Purchasing: Transaction Code MKVZ

➢ Run Transaction Code MKVZ

➢ Enter the Input Value:

• Supplier or Vendor Code

• Purchase Organization (DVVN/KESC/MVVN/PUVV/PVVN/UPPC)

• Search Term

• Account Group – Material & Service Vendor/ Power Vendor/Employee Vendor/Govt.

Authorities etc.



Execute Report

➢ Output Result- Business Can check Vendor code List within Purchasing Organization

6. Role and Responsibilities

6.1.1 Material Management Team member: All MM User can use reports as per

requirement

7. References / Definitions

The parameters used in section 4 are elaborated in this section.

Sr. No. Item Description

1. SAP User ID User ID created for using the SAP modules viz.

HR/FICO/MM/PS.


Sr. No. Item Description

2. MM Team MM Team at UPPCL and each DISCOM level

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