Uisl Config Mm 6[1].0

8/13/2019 Uisl Config Mm 6[1].0

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8/13/2019 Uisl Config Mm 6[1].0


8/13/2019 Uisl Config Mm 6[1].0


Sel$t C"ntr"l Data.

56

MATERIAL MANAGEMENTCONFIGURATION DOCUMENT

!CL Pr"#e$t% VIJAY UISL

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A--i1n C"&ntr0 t" Cal$&lati"n Pr"$ed&re"inancial Accounting #$e%& "inancial Accounting 'asic Setting #$e%&(a) on Sale * Purchase 'asic Setting Assign Countr to CalculationProce!ure

n this activity you enter the key for the calculation !rocedure 4hich determinesthe conditions 4hich are allo4ed !er document and 4hich defines the se?uenceof the conditions in the document for each country.

Re &ire'ent-

;ach calculation !rocedure 4hich you enter must contain the necessarys!ecifications for calculatin# and !ostin# the ta(es on sales)!urchases. :or moreinformation on this read the cha!ter BCreate calculation !rocedureB.

A$ti3itie-

Assi#n a !rocedure for ta( calculation to every country 4ith 4hichyour com!any has /usiness dealin#s.

Make sure that the corres!ondin# data for calculatin# ta(es isstored for each calculation !rocedure 4hich you enter here.

'he country - is assi#ned to the calculation !rocedure 'AN --.

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C2e$5 and C2an1e Settin1- 7"r Ta= Pr"$e--in1

"inancial Accounting #$e%& "inancial Accounting 'asic Setting #$e%&(a) on Sale * Purchase 'asic Setting Chec+ an! Change Settings for(a) Processing

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n this activity you make the necessary s!ecifications for !ostin# ta(es. n doin#

this you s!ecify under a !rocess key the follo4in# indicators+'a( ty!e+ @ut!ut ta( in!ut ta( additional ta(es or Bnot ta(relevantB can /e s!ecified as the ta( ty!e.

-on deducti/ility of ta( amounts+ :or this ta( amounts are markedas not deducti/le .(i7 'ar5ed n"n8ded&ti/le t2en ta= a'"&nt1et- in3ent"ri-ed

Postin# indicator+ ere you s!ecify 4hether the ta( amount is!osted se!arately or distri/uted to e(!ense or revenue

items.'a( not relevant to cash discount 6-ot discount relevant7.'his indicator is set only for Canada. f you select it the systemdoes not take into account the corres!ondin# ta( amount 4hendeterminin# the ta( /ase.

Standard -ettin1-

Process keys 4ith the most im!ortant characteristics for ta( amounts havealready /een set in the standard SAP system.

Re$"''endati"n

Do not chan#e the standard settin#s. Check 4hether you can use these !rocesskeys for your com!any makin# chan#es only if necessary.

A$ti3itie-

f you cannot use the standard settin#s use ne4 !rocess keys and enter them inyour calculation !rocedure. Do not chan#e the standard SAP !rocess keys.

N"te

Iou must make enhancements to the standard settin#s if you 4ant to s!ecify ane4 account key in the BCreate calculation !rocedureB activity. Iou must createand maintain this key /eforehand in the BSettin#s for ta( !rocessin#B activity.'he entire standard key has /een used. n addition to this the follo4in# keyshave /een used.

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K;C 'otal ;C;SS 6D;D7

KP& A)P CS' -on Deducti/KP5 A)P 2M Deducti/leKP, A)P 2M -on Deducti/KP A)P A' C3 Deducti/KP8 A)P A' C3 -on DeducS9 S'. Paya/le to 3ovt.11 ;cess Pay. to 3ovt.

'he Account =ey Pro!erties are #iven /elo4+

Process=ey 'a('y! -ot ded. Pstn# ind.

-ot discntrel.

AS* % ";SA 1 ";S; " "3SM % "1 " %C1 & N "CC & N "CP % N "CN & N "CG 1 N "-N & N "PC & N "21 1 "2" 1 "2% 1 "2& 1 "'1 1 "'" 1 "'% 1 "1 1 "" 1 "% 1 "& 1 "

K1A & N %K1* 1 "K1C 1 "K1D 1 "K1; 1 "K1: 1 "K13 " "K1 " "

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K1 % "K1K

" N "K1=

" N "K1

" N "K1@

" "K1P

" N %K1> " "K12 1 "K1S 1 "K"A " "K"* " "K"C " "K"D " "K"; " "K%A " "K%* " N %K;C " "K 1 " "K " " "K % " "KP& " N %KP5 " "KP, " N %KP " "KP8 " N %N % "

M 1 1 "M " 1 "M % 1 "M & 1 "M 5 1 "NM S 1 "

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-A " N "- :

" %N- P

" %-

" N %-G1

" N "-G"

" "@G- " N "@GS " "11 " "S1 " "S" " "S% " "S& " "S5 " "NS, " "NS " "NS8 " "S9 " "SC " "S: " "NS " "S' " "NS' " "GS 1 "G'S 1 "G 3 & %G S % "

Cal$&lati"n% De7ine Ta= C"de- 7"r Sale- and P&r$2a-e-

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"inancial Accounting #$e%& "inancial Accounting 'asic Setting #$e%&

(a) on Sale * Purchase Calculation Define (a) Co!es for Sales an!Purchases#( co!e: "(,P&

n the follo4in# activities you make the settin#s for calculatin# the ta(es onsales)!urchases. Iou have to define a se!arate ta( on sales)!urchases code foreach country in 4hich one of your com!any codes is located. ;ach code contains

one or more ta( rates for the different ta( ty!es. f you have to re!ort ta( e(em!tor non ta(a/le sales to the ta( authorities you need to define a ta( rate 4ith thevalue 0.

N"te

Do not delete or chan#e any ta(es on sales)!urchases codes and theirdefinitions as lon# as items 4ith these codes e(ist in the system. @ther4ise the2)% System dis!lays the ta( amounts 4ith incorrect ta( rates in thecorres!ondin# re!orts and determines incorrect amounts durin# a ta( adHustmentfor !ayment transactions.

Standard -ettin1-

SAP su!!lies a ta( calculation !rocedure for each country. 'he !rocedurecom!rises a list of all common ta( ty!es 4ith rules for ta( calculation. n additione(am!le ta( codes are defined for some countries.

A$ti3itie-

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Ta= $"de Created are%Ta= C"de De-$ripti"n0C 0 CS' ' C :@2M1C 1 CS'"C " CS' A3A -S' C :@2M"D 1".5 A' -@ M@D A' 6CAP 'A 7"; 1".5 A' M@D A' 6CAP 'A 7"- 1".5 A' -@ M@D A'" 1".5 A' M@D A'&C & CS' ' C :@2M&D & A' -@ M@D A' 6CAP 'A 7&; & A' M@D A' 6CAP 'A 7&- & A' -@ M@D A'& & A' M@D A'5C 10 CS'5 A' "" 6-@ M@D A'7

A0 @ut!ut 'a(C0 ;NC S; 1, Q" ;CSQ 0 CS' A3A -S' C :@2MC1 ;NC S; 1, Q" ;CSQ 1 CS'C" ;NC S; 1, Q" ;CSQ " CS' A3A -S' C :@2M

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C& ;NC S; 1, Q" ;CSQ & CS' ' C :@2MC5

;NC S; 1, Q" ;CSQ 10 CS'C8

;NC S; 8 Q" ;CSQ 0 CS' A3A -S' C :@2MD"

;NC S; 1, Q" ;CSQ1".5 A' -@ M@D A'6CAP 'A 7D&

;NC S; 1, Q" ;CSQ& A' -@ M@D A'6CAP 'A 7;"

;NC S; 1, Q" ;CSQ1".5 A' M@D A'6CAP 'A 7;& CAP 'A ;NC S; 1, Q" ;CSQ& A' M@D A'0 m!ort ta( as a!!lica/le-0 1, ;(cise Duty Q A' 0 -o Credit-" ;NC S; 1, Q" ;CSQ1".5 A' -@M@D A'-& ;NC S; 1, Q" ;CSQ& A' 6-@ M@D A'7S0 1" S.'a( *illed 6Claima/le7S1 1" S.'a( *illed 6-ot Claima/le7S" 1" S.'a( -ot *illed 6'o Pay and Claima/le7S% 1" S.'a( -ot *illed 6'o Pay and -ot Claima/le7S& % S.'a( *illed 6Claima/le7S5 % S.'a( *illed 6-ot Claima/le7S, % S.'a( -ot *illed 6'o Pay and Claima/le7S % S.'a( -ot *illed 6'o Pay and -ot Claima/le70 - D 'I 'AN" ;NC S; 1, Q" ;CSQ1".5 A' M@D A'& ;NC S; 1, Q" ;CSQ& A' 6M@D A'75 A' "" 6M@D A'70 ;NC S; 1, Q" ;CS" ;(cise A!!lica/le) nclusiveQ A' &% ;(cise A!!lica/le) nclusiveQ A' 1".5& ;(cise A!!lica/le) nclusiveQCS' 1 C :@2M5 ;(cise A!!lica/le) nclusiveQCS' & C :@2M, ;(cise A!!lica/le) nclusiveQCS' 10 C :@2M

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n the follo4in# activities you set the re?uirements for !ostin# ta(es onsales)!urchases.P"-tin1% De7ine Ta= A$$"&nt-

"inancial Accounting #$e%& "inancial Accounting 'asic Setting #$e%&(a) on Sale * Purchase Posting Define (a) Accounts

n this activity you s!ecify the accounts to 4hich the different ta( ty!es are to /e!osted. 'he system determines these accounts for automatic !ostin#s.A$ti3itie-Define the ta( accounts.S.N". Tran-a$ti"n e0 Gl A$$"&nt GL de-$ripti"n1 S "&0 &10 Service 'a( 2ecovera/le" S8 "&0 &11 Cess @n Service 'a( 2ecovera/le% S9 1%0,10" Service 'a( Paya/le 3ovt of ndia& 11 1%0,155 ;cess on Service 'a( Paya/le 3ovt of ndia5 S1 1%0,1" Cenvat 6;(cise Duty7 Clearin# A)C ith Po, S1 1%0,1" Cenvat 6;(cise Duty7 Clearin# A)C ith Po

S" 1%0,1" Cenvat 6;(cise Duty7 Clearin# A)C ith Po8 S" 1%0,1" Cenvat 6;(cise Duty7 Clearin# A)C ith Po9 K;C 1%0,1" Cenvat 6;(cise Duty7 Clearin# A)C ith Po

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10 KP5 "&0 &1% at Account Purchases11

KP "&0 &"% at Account Ca!ital1"

KP, -o account1%

S5 -o account1&

KP& -o account15

KP8 -o account1, - -o account

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A--i1n Ta= C"de- 7"r N"n8Ta=a/le Tran-a$ti"n-"inancial Accounting #$e%& "inancial Accounting 'asic Setting #$e%&(a) on Sale * Purchase Posting Assign (a) Co!es for $on-(a)a.le(ransactions

n this activity you define an incomin# and out#oin# ta( code for each com!anycode to /e used for !ostin# non ta(a/le transactions to ta( relevant accounts.'ransactions !osted like this are for e(am!leR #oods issue delivery #oods

movement #oods recei!t !urchase order #oods recei!t !roduction order orderaccountin#.

A$ti3itie-

Define ta( codes for non ta( relevant transactions for each com!any code.

Allocate Co.Cd. F -on 'a(a/le 'ransactions

:or the com!any code S1 the ta( code 0 has /een assi#ned.

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A$$"&nt- Re$ei3a/le and A$$"&nt- Pa0a/le

n the follo4in# activities you make the settin#s for Accounts 2eceiva/le and Accounts Paya/le

n the follo4in# ste!s you make the settin#s for vendor accounts.

Vend"r A$$"&nt-

n the follo4in# ste!s you make the settin#s for vendor master records.

Preparati"n- 7"r Creatin1 Vend"r Ma-ter Re$"rd-

"inancial Accounting #$e%& "inancial Accounting 'asic Setting #$e%& Account Recei/a.le Account Pa a.le 0en!or Account Master Data

Preparation for creating 0en!or Master Data

n the follo4in# ste!s you make the settin#s for !re!arin# to create vendormaster records. 'o do this you need the follo4in# o/Hects+

-um/er ran#es+ 'he num/er ran#e determines the num/erinterval from 4hich the account num/er for the masterrecord is to /e selected. 'he account num/er must /e assi#ned4hen creatin# a vendor master record. sin# the num/er ran#eyou also determine 4hether the num/ers are assi#ned internally/y the system or e(ternally /y yourself.

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Account #rou!+ 'he account #rou! is a #rou!in# of !ro!erties

4hich control the creation of master records. t determines 4hichfields have to /e or can /e filled 4hen creatin# the master record. A num/er ran#e is allocated to the account #rou!. 'he ty!e ofnum/er assi#nment and a num/er interval are determined usin# it.

Accounts 4hich re?uire the same master record fields and use thesame num/er ran#e are created usin# the same account #rou!.

:ield status+ 'he field status definitions determine the status of thefields on the screens for the master data. Iou define the statusde!endent on the account #rou!. Iou can also determine thestatus de!endent on the !rocessin# ty!e 6transaction7 and on the

com!any code.Iour num/er ran#es are allocated to the account #rou!s. f you have determinedthat you re?uire several num/er ran#es then you must create at least as manyaccount #rou!s so that you can use the num/er ran#es. 'he num/er of account#rou!s 4hich you need also de!ends on 4hether you use these #rou!s for thelayout of the screens. :or e(am!le in the standard system t4o account #rou!sare recommended+ one #rou! for standard accounts and another #rou! for onetime accounts.

De7ine A$$"&nt Gr"&p- 4it2 S$reen La0"&t (Vend"r-

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"inancial Accounting #$e%& "inancial Accounting 'asic Setting #$e%&

Account Recei/a.le Account Pa a.le 0en!or Account Master DataPreparaton for creating 0en!or Master Data Define Account Groups

%ith Screen La out #0en!ors&

n this ste! you determine the account #rou!s for vendors. Iou can also definereference account #rou!s for one time accounts. 'hese ena/le you to control thefields in the one time account screen. Iou can for e(am!le make certain fieldsre?uired fields and su!!ress others.

hen creatin# a vendor account an account #rou! must /e s!ecified. Iou canenter a reference account #rou! in the B3eneral dataB section of the one timeaccount master record under BControl dataB. f you do not s!ecify a referenceaccount #rou! all fields in the one time account screen for document entryare ready for in!ut 6as /efore7. via the account #rou! you determine

'he interval for the account num/ers

hether the num/er is assi#ned internally /y the system ore(ternally /y the user 6ty!e of num/er assi#nment7

hether it is a one time account

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hich fields are ready for in!ut or must /e filled 4hen creatin#and chan#in# master records 6field status7

'he follo4in# account #rou!s have /een created for the S +

Select any account3rou!

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Dou/le click on any of the :ield Status

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Select the #rou!s /y dou/le click

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ere one can chosse 4hich field to /e made su!!ress re?uired o!tional etc.

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Create N&'/er Ran1e- 7"r Vend"r A$$"&nt-


Preparation for creating 0en!or Master Data Create $um.er Rangesfor 0en!or Accounts

n this activity you create the num/er ran#es for vendor accounts. 'o do thiss!ecify the follo4in# under a t4o character key

A num/er interval from 4hich the account num/er for the vendoraccounts is to /e selected

'he ty!e of num/er assi#nment 6internal or e(ternal num/erassi#nment7

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'he follo4in# num/er ran#es have /een created s!ecifically for the client S .

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A--i1n N&'/er Ran1e- t" Vend"r A$$"&nt Gr"&p-


Preparation for creating 0en!or Master Data Assign $um.er Rangesto 0en!or Account group

n this ste! you allocate the num/er ran#es you created in the !recedin# ste! tothe account #rou!s for vendors. Iou can use one num/er ran#e for severalaccount #rou!s.

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De7ine Te=t ID - 7"r Central Te=t- (Vend"r"inancial Accounting #$e%& "inancial Accounting 'asic Setting #$e%&

Account Recei/a.le Account Pa a.le 0en!or Account Master DataPreparation for creating 0en!or Master Data Define (e)t ID1s for

Central (e)ts #0en!or&

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L"1i-ti$- 8 General

'his section covers the introduction of a!!lications 4hich are #enerally !art ofo#istics.

Material Ma-ter

n this ste! you make the confi#urations re?uired for !rocessin# /usinesstransactions in Materials Mana#ement.

C"n7i1&rin1 t2e Material Ma-ter

Logistic - Material Master Configuring the Material Master DefineStructure of Data Screen for each Screen Se2uence

Select Screen Se?uence -o. "1

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Select the *asic Data 1 ro4 of data screens. And then slect the su/screens

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Create Pr"1ra' 7"r C&-t"'i@ed -$reen-

Logistic Material Master Configuring the Material Master Create program for customize! screens

ere the !ro#ram SAPLYMATCHAR” created with coordination with ABAP

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A--i1n Field- t" Field Sele$ti"n Gr"&p-

Logistic Material Master "iels selection Assign "iel!s to "iel!Selection Groups

'o define 4hether a field is hidden or dis!layed or 4hether an entry is

mandatory or o!tional in material master maintenance you must assi#n the fieldto a field selection #rou!. Iou may assi#n a field to one field selection #rou!only.Standard -ettin1-

'he values of the field selection #rou!s have /een !reassi#ned as follo4s+001 110 Material master for industry111 1"0 2eserved for customers 6e(ce!t 4here the values are already in use71"1 150 Material master for industry151 "10 Material master for retail"11 "&0 2eserved for customers

Re$"''endati"nf !ossi/le use the settin# in the standard 2)% System. -o further action is thenre?uired. f you 4ant to make individual fields inaccessi/le the easiest 4ay is to#rou! them to#ether in a sin#le field selection #rou! and to set it to Dis!lay oride.A$ti3itie-

1. Check the settin# in the standard 2)% System.:or this you need to kno4 the data screen on 4hich the relevant field a!!ears inthe material master and the name of the screen field for e(am!le MA2A

M; -S in the case of the /ase unit of measure.". f necessary chan#e the assi#nment of fields to field selection #rou!s asre?uired.

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Maintain Field Sele$ti"n 7"r Data S$reen-Logistic Material Master "iel! Selection Maintain "iel! Selectionfor Data Screens

n this M3 activity you create and maintain field references . Iou can see 4herea field reference is used /y choosin# Where-used list .

A$ti3itie-Define or chan#e the field references as re?uired 6e(ce!t for field references 4iththe !refi( SAP 4hich must not /e chan#ed7. -e4 field references must /e#in4ith I or G.Chan#in# the :ield Selection @!tions for a :ield Selection 3rou!

1. S!ecify the field selection #rou! .". Select the field selection o!tion 6hide dis!lay re?uired entry or

o!tional entry7 for each field reference as re?uired.%. Save your data.

Creatin# a :ield 2eference1. Choose New entries .". S!ecify a field reference /e#innin# 4ith I or G.%. Select the field selection o!tion for each field selection #rou! asre?uired.&. Save your data.

Changing a ield Re!erence1. Dou/le click the relevant field reference.". Chan#e the field selection o!tion for each field selection #rou! as

re?uired.%. Save your data.

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6a-i$ Settin1-n this section you carry out the activities listed /elo4. o4ever /e sure to readthe documentation for each activity /eforehand.

De7ine O&tp&t F"r'at "7 Material N&'/er-

Logistic Material Master 'asic Settings Define Output "ormat ofMaterial $um.ers

n this M3 activity you define the follo4in#+

n!ut and out!ut len#th of material num/ers+ A material num/ercan have a ma(imum of 18 characters.

'em!late for dis!layin# or !rintin# material num/ers. Iou indicate4ith an underscore any !osition in the material num/er that you donot 4ant to contain a tem!late character.

:orm in 4hich material num/ers are stored

@ut!ut 4ith or 4ithout leadin# $eros

Iou can make these definitions for each client.

A$ti3itie-

Define the len#th of your material num/ers.

f re?uired define a material num/er tem!late.

S!ecify the form in 4hich you 4ish to store your material num/ers.:or information on ho4 to use the e(ico#ra!hical indicator /e sure to readthe corres!ondin# documentation.

S!ecify 4hether your material num/ers are to contain leadin#$eros.

N"te

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f the e(ico#ra!hical indicator is set the system i#nores the settin# of theeadin# $eros indicator.

Standard settin# has /een maintained

Ma5e Gl"/al Settin1-

Logistic Material Master 'asic Settings Ma+e Glo.al Settings

Standard settin# has /een maintained

Maintain C"'pan0 C"de- 7"r Material- Mana1e'ent

Logistic Material Master 'asic Settings Maintain Compan Co!esfor Materials Management

n this M3 activity you maintain your com!any codes. 'here are t4o situationsin 4hich you do this+

hen settin# u! com!any codes for materials mana#ement

hen chan#in# the Allo4 /ack!ostin# or Disallo4 /ack!ostin#indicators

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'o create a material master record the control record must e(ist for the com!anycode for 4hich you 4ant to create your master record.

'o set u! a com!any code enter the current !eriod here. Alternatively you cando this 4ith the !eriod closin# !ro#ram.

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Material T0pe- n this section you carry out the activities listed /elo4. o4ever /e sure to readthe documentation for each activity /eforehand.

De7ine Attri/&te- "7 Material T0pe-

Logistic Material Master 'asic Settings Material ( pes Define Attri.utes of Material ( pes

henever you create a material master record you must assi#n it to a materialty!e. 'his re?uires you to first define the attri/utes of each material ty!e. Iou dothis in this M3 activity.

Material ty!es are used in the follo4in# nei#h/orin# areas 4here they are alsoconfi#ured in Customi$in#+

Profit Center Accountin#

Product Cost Plannin#

Sales and Distri/ution 6availa/ility check7

aluation and Account Assi#nment 6valuation classes7Production+

*ills of material2outin#s

Consult 4ith these areas if necessary.

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De7ine N&'/er Ran1e- 7"r Ea$2 Material T0pe

Logistic Material Master 'asic Settings Material ( pes Define$um.er Ranges for Each Material ( pe

n this ste! you define the ty!e of num/er assi#nment and the num/er ran#eintervals for material master records. hen creatin# a material master recordyou must assi#n it a uni?ue num/er. 'here are t4o 4ays of doin# this+

nternal num/er assi#nment+ n this case a num/er 4ithin thenum/er ran#e interval allo4ed is assi#ned /y the SAP 2)%System.

;(ternal num/er assi#nment+ ere the user assi#ns a num/er4ithin the num/er ran#e interval allo4ed. Iou can define the intervalsfor e(ternal num/er assi#nment numerically and al!hanumerically.

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'he follo4in# num/er ran#e has /een used.

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Create #rou! #ivin# descri!tion in te(t and no. ran#e either in e(ternal or ininternal or /oth as !er the client r?uirement

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e have ke!t internal no. ran#es for all material ty!es and there su/se?uent

#rou!.

Click on /utton to vie4 the no. ran#es for ersa material ty!e

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Settin1- 7"r e0 Field-% De7ine Material Gr"&p-

Logistic Material Master Settings for 3e "iel!s Define MaterialGroups

n this section you carry out the activities listed /elo4. o4ever /e sure to readthe documentation for each activity /eforehand. n this M3 activity you definematerial #rou!s to #rou! to#ether materials 4ith the same attri/utes or !ur!ose.

'he follo4in# material #rou!s has /een createdMatl1r"&p Matl 1rp de-$ripti"n

01C0"Material #rou! "

0%C)Cr 0&C)S05C)S)P/0,C. i)Cr 10Mn

10002MUSC2AP10102MU:;22@ A @IS10"02MUCA2* 2 S;210%02MU: N;S10&02MU; ;C'2@D;S

11Mn)Cr 1"Mn)*

1%Mn)*)Cr 1&Mn)S"0Cr

"000@SU2;: : 2-AC;"010@SU2;: AD ;"0"0@SU2;: S D; 3A';"0%0@SU2;: 2@@:"0&0@SU2;: C@-CAS'"050@SU2;: 2)M

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"0,0@SUM@2'A2"0 0

@SUC@PP;2 M)' *;S"080

@SUP 2U: ; U3AS;S"090

@SUcI -D;2S"1

Cr 6S!rin# Steel7""

Cr Mn"%Cr)*%0Si Mn

%000SPUM;AS 2 -3 -S'%010SPUPI2@M;';2%0"0SPU*A'';2 ;S%0%0SPUCA* ;S%0&0SPU; ;C'2@- CS%050SPU .'.S 'C 3;A2S%0,0SPU -S A' @-S%0 0SPU 3 'S%080SPUM;';2 -3%090SPUM@'@2 -D -3

%1Si Mn)Cr %100SPU2; AI J C@-'S%110SPUS 'C ;S%1"0SPU: *)M CA)-I @-)';%1%0SPU*;A2 -3J*2AC=;'%1&0SPU- ')*@ ') AS ;2%150SPUC A - 2@ ;2%1,0SPU@:: C; ;>P MA -'%1 0SPU;DP MA -'%180SPUC@ P -3S%190SPUC@M* S' @-

%"Si i Mn%"00SPU:;2)-@- :;2 M'2%"10SPU3;A2JSP2@=;'

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%""0SPU3AS C '3J ; D3%"%0

SPU3;-;2A'@2 M'2%"&0

SPU @S; P P;JC AMP%"50

SPUS;A J@)2 -3%",0

SPU ID2@ P-; . M'2%" 0

SPU MP; ;2%"80SPU A* MA -'%"90SPU') ; JP)S;'

%%Si%.0 Cr .5 Mn.%%%00SPUP P; -; : ''3.%%10SPUS' 2; 2@P; P%%"0SPU )*; 'JP I%%%0SPUP A-' 2;PJMA -'%%&0SPU'2@ I SPA2;S

%5Mo.15 Cr %,Mo."0 Cr % Mo."5 Cr %8Mo.&0 Cr

&000C@UPA -'3JM2=3&010C@U* D -3 M'2&0"0C@USA- 'A' @- M'2&0%0C@U ; C ; MA -'&0&0C@U3;- S'A' @-;2I&050C@UAC DS J C ;M CA S&0,0C@UAS*;S'@S MA';2 A&0 0C@U32 -D -3 ;; S&080C@U A-D '@@ S&090C@U A2D-;S 2;3;-'S&100C@U@ J *2 CA-'S&110C@U'@@ -3&1"0C@U A-C -3 P P;S&1%0C@UPAC= -3 MA';2 A

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&1&0C@U3;-;2A S'@2;&150

C@UM;D CA A D&1,0

C@UM;D A&5

Mo.15 Mn50

-i.% Cr.,5000

SPUA--;A -3 :)C5010SPU*S MAC -;50"0SPUC) ;SS 32 -D;250%0SPU;-3 -; SPA2;S50&0SPUD2A -3 M)C5050SPU3)* AS' -3 M)C50,0SPUP;; -3 M)C50 0SPUS'2A 3 ' -3 M)C5080SPUC@MP2;SS@2 M'25090SPUC)C MA -' M'25100SPUC2A-; MA -'5110SPUS D; 3A'; SIS'.51"0SPU ; 3 MAC -;51%0SPU P3 SIS';M51&0SPUC@@ -3 ' 2 MA -'5150SPU A' ; M)C51,0SPUCA2*@- -K. MA -'51 0SPUM@*. C2A-; MA -'5180SPU3;-;2A'@2 "00 = 25190SPU3;-;2A'@2 ""5 = 2

5"-i., Cr.&5"00SPU3;-;2A'@2 "50 = 25"10SPU3;-;2A'@2 %80 = 25""0SPU3;-;2A'@2 D ;-385"%0SPU3;-.C@MM@- PA2'S5"&0SPUC@MP2;SS@2 ; 35"50SPUC@MP2;SS@2 A' AS

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5",0SPUC@MP2;SS@2 25" 0

SPU D P MP SPA2;S5&

-i.85 Cr.&5,

-i1.& Cr1.&,000

Asset Mat #r!,001

Sales :rei#ht,00"Ca!itali$ed ork

,5-i.& Mo.15 Cr.&,,-i. Mo.15 Cr.,,8-i1.0 Mo.08 Cr. 51-i1.% Mo." Cr.90&-i1.,5 Mo." Cr. 0-i.1.8 Mo.15 Cr1.&

80-i".% Mo.& Cr.5090 .0 Cr

9000Maint. of Machines9001Ko/ ork Conversion900"Maint. of CA2S900%Maint. of '2AC'@2900&Maint. of '2 C=900,Maint. of * D -3900 Maintenance of a4n9008Maint. of @:: C;S90093eneral Services9011;lectric :ittin# Mai901"Advertisement9015Contract a/our

91 .0 Cr1.&9" .10 Cr 9% .15 Cr 9 .0 Mo.15 Cr.9

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Spe$i70 6at$2 Le3el and A$ti3ate Stat&- Mana1e'ent

Logistic 'atch Management Specif 'atch Le/el an! Acti/ate StatusManagement

n this M3 activity you s!ecify the follo4in#+

the level at 4hich /atch num/ers are uni?ue

4hether /atch status mana#ement is active in the client

the !lants in 4hich /atch status mana#ement is active

the initial status of ne4 /atches

*atch level

*atch num/ers can /e uni?ue at the follo4in# levels+

at !lant level

at material level

at client level for a material

Settin# *atch uni?ue at Material level is used.

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Ta= On G""d- M"3e'ent

Maintain E=$i-e Re1i-trati"n-

SPRO Logistics - General (a) on Goo!s Mo/ements In!ia 'asicSettings Maintain E)cise Registrations

An entity in ndia that is entitled /y la4 to !roduce any #oods lia/le to e(cise.;ach entity is assi#ned its o4n e(cise re#istration num/er.;very factory that manufactures e(cisa/le #oods is re?uired to re#isterse!arately so that a /usiness 4ith seven factories re?uires seven re#istrations.

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Maintain Plant Settin1-

SPRO Logistics - General (a) on Goo!s Mo/ements In!ia 'asicSettings Maintain Plant Settings

As !er the le#al re?uirement every !lant 4hich is handlin# e(cisa/le #oods hasto /e re#istered 4ith Central ;(cise Authorities in ndia. n this confi#uration ste!you are #oin# to maintain ;(cise nformation for !lants .

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Maintainin1 E=$i-e Gr"&p-

SPRO Logistics - General (a) on Goo!s Mo/ements In!ia 'asicSettings Maintain E)cise Groups

As !er the le#al re?uirement in ndia each ;(cise 3rou! has to have one set of/ooks. n this ste! you are #oin# to confi#ure the ;(cise 3rou!s for /oth the!lants and de!ot.

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:or Plant D follo4in# settin#s has /een done.

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:or Plant De!ot follo4in# settin#s has /een done.

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Maintainin1 Serie- Gr"&p-

SPRO Logistics - General (a) on Goo!s Mo/ements In!ia 'asicSettings Maintain Series Groups

n this M3 activity you define the different e(cise series #rou!s 4ithin yourcom!any. Series #rou!s allo4 you to maintain multi!le num/er ran#es for theout#oin# e(cise documents. *ased on e(cise re#ulations and e(em!tions fromthe authorities you can maintain multi!le num/er series for out#oin# documents.*ut each of these series has to /e declared to the e(cise authorities.

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Maintain E=$i-e De7a&lt-

Logistics General (a) on Goo!s Mo/ements In!ia 'asic SettingsDetermination of E)cise Dut Maintain E)cise Defaults

n this M3 activity you define 4hich ta( !rocedure and !ricin# condition ty!esare used in calculatin# e(cise ta(es usin# formula /ased e(cise determination.

e are usin# 'AN -- !rocedure.

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A--i1n'ent "7 Ta= C"de t" C"'pan0 C"de-

Logistics General (a) on Goo!s Mo/ements In!ia 'asic SettingsDetermination of E)cise Dut Con!ition-'ase! E)cise Determination

Assign (a) Co!e to Compan Co!es

'he !ur!ose of this activity is assi#nin# the ta( code for !urchasin# documentsto the com!any codes 4here it 4ill /e used. 'his activity is done if you usecondition /ased e(cise determination.

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He are &-in1 C"nditi"n 6a-ed E=$i-e deter'inati"n 2en$e ea$2 ta=$"de

$reated -2"&ld al-" /e a--i1ned 2ere

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Cla--i70 C"nditi"n T0pe-

Logistics General (a) on Goo!s Mo/ements In!ia 'asic SettingsDetermination of E)cise Dut Con!ition-'ase! E)cise DeterminationClassif Con!ition ( pes

n this M3 activity you s!ecify 4hich condition ty!es you use for 4hich sort ofta(. -ote that this only a!!lies to condition ty!es that you use 4ith the ne4e(cise determination method.

'he system uses this information 4hen you create a document from another one.:or e(am!le 4hen you enter an incomin# e(cise invoice from a !urchase orderor 4hen you create an out#oin# e(cise invoice from a sales order the systemdetermines the various e(cise duties in the e(cise invoice usin# the informationthat you have entered here.

n addition 4hen you create a !urchasin# document the system only uses thecondition ty!es that you enter here.

• :or ta(es on !urchases use the condition ty!es contained in the ta(!rocedure.

• For taxes on sales, use the condition types contained in the pricing procedures.

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! you use su" transaction types, enter the accounts !or each su" transaction type as #ell.

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Maintain S&/ tran-a$ti"n T0pe 4it2 Te=t

SPRO Logistics - General (a) on Goo!s Mo/ements In!ia 'asicSettings Maintain Su. transaction ( pe %ith (e)t

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6&-ine-- Tran-a$ti"n- 8 In$"'in1 E=$i-e In3"i$e-

SPRO Logistics - General (a) on Goo!s Mo/ements In!ia'usiness (ransactions Incoming E)cise In/oices Specif 4hich

Mo/ement ( pes In/ol/e E)cise In/oices

n this M3 activity you s!ecify 4hich movement ty!es relatin# to #oods recei!tsinvolve e(cise invoices.

'he system uses this information durin# the #oods recei!t !rocedure. hen you!ost a #oods recei!t usin# one of the movement ty!es that you have s!ecifiedhere the system !rom!ts you to enter the e(cise invoice num/er.

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6&-ine-- Tran-a$ti"n- S&/$"ntra$tin1

SPRO Logistics - General (a) on Goo!s Mo/ements In!ia'usiness (ransactions Incoming E)cise In/oices Su.contracting

'he su/contractin# attri/utes hel! determine conditions for a com/ination of ane(cise #rou! a transaction ty!e and a su/ transaction ty!e.

'he conditions such as the num/er of e(cise items !er su/contractin# challan ifthe non e(cisa/le materials have to /e filtered or not 4hen the su/contractin#

challan is created the movement ty!e #rou!s for issues and recei!ts and thehierarchy of determinin# the e(cise /ase value are mentioned here.

n this M3 activity you #rou! movement ty!es to#ether to form movement ty!e#rou!s.

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SPRO Logistics - General (a) on Goo!s Mo/ements In!ia'usiness (ransactions Incoming E)cise In/oices Su.contracting

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6&-ine-- Tran-a$ti"n- 8 E=$i-e Re1i-ter-

SPRO Logistics - General (a) on Goo!s Mo/ements In!ia'usiness (ransactions Incoming E)cise In/oices E)cise Registers

n this M3 activity for each of your com!any codes you s!ecify 4hichSAPscri!t forms the system !rints the e(cise re#isters 4ith.

Standard settings

Country ersion ndia includes a num/er of sam!le SAPscri!t forms and !rintin#!ro#rams 4hich you can use as follo4s+

Re1. na'e La0. n". F"r' T$"de*Pr"123 "%A Part 1 KU" 23"%AUPA2'1 KU" 2AP123 "%C Part 1 KU" 23"%CUPA2'1 KU" 2CP123 "%A Part 1 KU" 23"%AUPA2'" KU" 2AP"23 "%C Part 1 KU" 23"%CUPA2'" KU" 2CP"P A 1 KU" UP A KU" P A23 "% D 1 KU" U23"%D KU" 23"%

23 1 1 KU" U231 KU" 22312' 1" 1 KU" U2'1"UA*S'2A KU" 2'1"2' 1" 1 KU" U2'1"UA*S'2A KU" 2'1"2' 1" 1 KU" U2'1"U% KU" 2'1"

'he layout descri!tion can /e left /lank or an a!!ro!riate descri!tion may/e filledin. Iou may not chan#e the re#ister name. Iou can have your o4n layouts and

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maintain the name here. f the out!ut device and num/er of co!ies are

maintained it is automatically !icked u! for !rintin#.

A- -2"4n a/"3e t2e De3el"ped -ap -$ript are &-ed t" 'eet t2e $lientre &ire'ent-.

N&'/er Ran1e-

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SPRO Logistics - General (a) on Goo!s Mo/ements In!ia (ools

$um.er Ranges

'ransaction Code J1I9 or SNRO

Iou can maintain the num/er ran#es for all C - -um/er ran#e o/Hects usin# thistransaction.Maintain the num/er ran#es for the follo4in# o/Hects 'he no nr hasto /e V01V for all1. HU1iintnumAt an E=$i-e 1r"&p1. HU1ir#"%a1". HU1ir#"%a"

%. HU1i231&. HU1ir#"%c15. HU1ir#"%c",. HU1i!la". HU1iint!r"8. HU1ir#"%d9. HU1ir#1Ut 6 material level710. HU1icon!la 6 if Consolidated P A is used 7At Serie- 1r"&p1. HU1ie(cloc". HU1ie(ce(!

%. HU1ide!inv&. HU1i5 :c 6 5 : Challans 7

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Me--a1e CtrlLogistics General (a) on Goo!s Mo/ements In!ia (oolsMessage Ctrl

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n this activity you can s!ecify 4hether a #iven messa#e should a!!ear as a4arnin# messa#e or an error messa#e.

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Material- Mana1e'ent

'his section covers all information relevant to the im!lementation of MaterialsMana#ement.

General Settin1- 7"r Material- Mana1e'ent

n this section you make #eneral settin#s for Materials Mana#ement.

Set Material 6l"$5

Materials Management General Settings for Materials ManagementSet Material 'loc+ for Goo!s Mo/ements

n this ste! you set the ty!e of material /lock to /e used for #oods movements.Iou have the follo4in# o!tions+

;(clusive /lockate /lock

Standard Settin1-

n the standard system the e(clusive material /lock is active this had /eenchan#ed to ate ock

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Materials Management General Settings for Materials Management

Set Material 'loc+ for In/oice /erificationU-en this ste! you s!ecify at 4hat !oint materials are /locked in nvoiceerification+

Durin# the allocation !hase all materials !resent in the invoice are/locked.Durin# simulation or !ostin# materials 4hose stocks are to /e chan#edare /locked and are read a#ain.

Materials 4hose stocks are to /e chan#ed are /locked and are read a#ain 4henyou !ost.hen you !ost directly to a material the #iven material is /locked immediately in

all settin#s.Standard -ettin1-n the standard system materials are /locked durin# the allocation !hase.

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ith Standard settin#s some messa#es are maintained as ;22@2

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De7ine De7a&lt Val&e- 7"r 6&0er-

Materials Management Purchasing En/ironment Data DefineDefault 0alues for 'u ers

n this ste! you can chan#e the standard settin#s of certain fields and functionsfor each user. Iou define individual default values and assi#n them to certainuser master records.

Activities

;(am!le+ hen creatin# a !urchase order referencin# a re?uisition you 4ish tohave all the items of the re?uisition !reselected ready for ado!tion in the P@.

Make the desired settin#s.

De7a&lt 3al&e- U are a--i1ned t" a &-er l"1in "7 p&r$2a-e- dept. /0enterin1 t2e 5e0 "7 t2e de7a&lt 3al&e in t2e &-er 'a-ter re$"rd SU+ &ndert2e para'eter ID KEVOK.

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Material Ma-ter

n this ste! you make the system settin#s that are necessary for material mastermaintenance from the Purchasin# !oint of vie4.

De7ine S2ippin1 In-tr&$ti"n-

Materials Management Purchasing Material Master DefineShipping Instructions

Iou can set out certain shi!!in# and !acka#in# instructions in !urchase ordersissued to your vendors. hen the relevant #oods recei!ts are entered the e(tentto 4hich the vendor has com!lied 4ith these instructions can then /e noted.

Standard settin#s have /een maintained

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De7ine P&r$2a-in1 Val&e e0-Materials Management Purchasing Material Master DefinePurchasing 0alue 3e s n the material master record you can store rules #overnin#

the issue of reminders and ur#in# letters 6e(!editers7 4ith res!ectto nearly due and overdue deliveries

the admissi/ility of over and underdeliveries 6Bovera#esB andBundera#esB7

order ackno4led#ment re?uirements for P@ items.

shi!!in#)!acka#in# instructions.

n this ste! you sti!ulate these rules in the !urchasin# value key.

'his data a!!ears as default data in !urchasin# documents and is taken from thematerial master record 6unless a !urchasin# info record e(ists in 4hich case it istaken from the latter source7.

A$ti"n-

Maintain the !urchasin# value key.


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Entr0 aid- 7"r Ite'- 4it2"&t Material Ma-ter Materials Management Purchasing Material Master Entr ai!s forItems %ithout Material Master

n this ste! you can assi#n a !urchasin# value key and a valuation class to amaterial #rou!.'he assi#nment of a !urchasin# value key !rovides you 4ith default values forreminder levels etc. in !urchase order items 4ithout a material master record and4ithout an info record.'he assi#nment of a valuation class to a material #rou! ena/les the system todetermine different accounts for the individual material #rou!s.

A$ti3itie-

Ma5e t2e de-ired a--i1n'ent-.6el"4 are t2e 'aterial 1r"&p- a--i1ned t" 3al&ati"n $la-- -" t2atp&r$2a-e "rder $an /e $reated 7"r t2i- 'aterial 1r"&p 4it2 "&t 'aterial'a-ter $"de. And 4it2 2elp "7 3al&ati"n $la-- 1l a$$"&nt $an /edeter'ined a&t"'ati$all0.

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Vend"r Ma-ter

n this ste! you make the system settin#s that are relevant to the vendor masterrecord from the Purchasin# !oint of vie4.

De7ine Ter'- "7 Pa0'ent

Materials Management Purchasing 0en!or Master Define (erms ofPa ment

n this ste! you define the terms of !ayment. S!ecifically you define

Cash discount !ercenta#es

Periods allo4ed for !ayment 6discount ?ualifyin# !eriods7

Iou store these terms of !ayment under an al!hanumeric key. Iou enter this keyin the vendor master record in order to s!ecify terms of !ayment for a vendor

Re$"''endati"n

se se!arate keys for identical terms of !ayment 4ith de/tors and creditorsres!ectively. f you use se!arate keys chan#es in the terms of !ayment forde/tors 6customers7 in Sales and Distri/ution do not have any effect on thevendor 6creditor7 master data in Purchasin#.

A$ti3itie-

Assi#n a four character key to the ne4 terms of !ayment.

;nter the terms of !ayment on the detail screen.

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Pa0T Date t0pe Fi=ed da0 Additi"n.'"nt2- N". "7da0- O4n e=planati"n001 * Payments a#ainst Delivery010 * 10Payments after 10 days of 2ecei!t015 * 15Payments after 15 days of 2ecei!t0%0 * %0Payments after %0 days of 2ecei!t0&5 * &5Payments after &5 days of 2ecei!t0,0 * ,0Payments after ,0 days of 2ecei!t090 * 90Payments after 90 days of 2ecei!t1"0 * 1"0Payments after 1"0 days of 2ecei!t180 * 180Payments after 180 days of 2ecei!tA10 * 10 Advance /alance after recei!t J A!!rovalA"0 * "0 Advance *alance after recei!t and A!!rovalA"5 * "5 Advance *alance after recei!t and A!!rovalA&0 * &0 Advance *alance after recei!t and A!!rovalA50 * 50 Advance *alance after recei!t and A!!rovalA 5 * 5 Advance *alance after recei!t and A!!rovalA90 * 90 Advance /alance after recei!t J A!!rovalAAD C 100 Advance10 * 10 Advance11 * 90 *alance after recei!t and A!!roval"0 * "0 Advance"1 * 80 *alance after recei!t and A!!roval"5 * "5 Advance", * 5 *alance after recei!t and A!!roval&0 * &0 Advance&1 * ,0 *alance after recei!t and A!!roval50 * 50 Advance51 * 50 *alance after recei!t and A!!roval5 * 5 Advance, * "5 *alance after recei!t and A!!roval90 * 90 Advance91 * 10 *alance after recei!t and A!!roval

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C2e$5 In$"ter'-Materials Management Purchasing 0en!or Master Chec+Incoterms

B ncotermsB are international rules for the inter!retation of the most commonlyused terms of forei#n trade. n !articular the ncoterms re#ulate

the division of costs

the transfer of risks.

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Create P&r$2a-in1 Gr"&p-

Materials Management Purchasing Create Purchasing Groups

n this ste! you can create !urchasin# #rou!s 6#rou!s of /uyers7. 'he!urchasin# #rou! is internally res!onsi/le for the !rocurement of a material or ane(ternal service and as a rule the !rinci!al channel for a com!anyVs dealin#s 4ithits vendors. A !urchasin# #rou! can /e an individual or a #rou! of individuals.

'he follo4in# !urchasin# #rou!s have /een created.

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Maintain P&r$2a-in1 AreaMaterials Management Purchasing Maintain Purchasing Area

Purchasin# areas are only used in the info system and for master data re!ortin#.Purchasin# areas have no relevance for data maintenance or authori$ationo/Hects.

Purchasin# Area maintenance is not re?uired

P&r$2a-in1 In7" Re$"rd

n this section you make the system settin#s that affect !urchasin# info records.. All the standard settin#s have /een maintained.

S"&r$e Li-t

n this section you make the system settin#s that are necessary for !urchasin#o!erations carried out usin# source lists. n S source list conce!t is not used.

All the standard settin#s have /een maintained.

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Souce ist is made mandatory for D T !lant 4hich acts as a!!roved vendor inclient terminolo#y. 'his is made mandatory so that no material can /e !urchased4ithout vendor and material source list maintained.

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RF * &"tati"nn this section you make the follo4in# system settin#s+

re?uests for ?uotation 62:>s7

?uotations

De7ine N&'/er Ran1e-

Materials Management Purchasing R"5*5uotation Define $um.er

Ranges

n this ste! you maintain the num/er ran#es for the follo4in# !urchasin#

documents+

2:>)?uotation

Purchase order

Contract

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Schedulin# a#reement

'he follo4in# num/er ran#es have /een maintained in the system. 'he standardsettin# is maintained.

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Define num/er ran#e intervalChoose ty!e of num/er assi#nment

internal;(ternal

Choose u!date #rou!

'he u!date #rou! determines ho4 the data from the document header isu!dated in the statistics file.

'he standard document ty!es have /een maintained in the system

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De7ine S$reen la0"&t at d"$&'ent le3elMaterials Management Purchasing R"5*5uotation Define Screenla out at !ocument le/el

Standard -ettin1- are &-ed.

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De7ine Te=t T0pe- and C"p0in1 R&le- 7"r !eader Te=t-Materials Management Purchasing R"5*5uotation Define (e)t( pes an! Cop ing Rules for 6ea!er (e)ts

n this ste! you check the standard settin#s for the header te(ts of2:>s)?uotations. :urthermore you can create your o4n te(t ty!es and definerules for the ado!tion of te(ts from other o/Hects. Iou can ado!t header te(ts for2:>s)?uotations from the follo4in# o/Hects+

Contracts

Schedulin# a#reementsendor master recordtem te(ts

S!ecify 4hich te(t ty!e in the !urchasin# document 6for e(am!le contract7 isado!ted as 4hich te(t ty!e in the 2:> or ?uotation.'he standard settin#s have /een maintainedDe7ine Te=t T0pe- and C"p0in1 R&le- 7"r Ite' Te=t-

Materials Management Purchasing R"5*5uotation Define (e)t( pes an! Cop ing Rules for Item (e)ts

n this ste! you check the standard settin#s for the item te(ts of 2:>s and?uotations. Iou can also create your o4n te(t ty!es and define rules for theado!tion of te(ts from other o/Hects.

:or 2:>s)?uotations you can ado!t item te(ts from the follo4in# o/Hects+

Purchase re?uisitionsContractsSchedulin# a#reements

Material master recordDefine 4hich te(t ty!e in the !urchasin# document 6e.#. contract7 is to /eado!ted as 4hich te(t ty!e in the 2:> or ?uotation.'he standard settin#s have /een maintained

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Maintain &"tati"n C"''ent-

Materials Management Purchasing R"5*5uotation Maintain5uotation Comments

n this ste! you can store internal comments in the ?uotation record for ?uotationmana#ement !ur!oses.

'he standard settin#s have /een maintained.

P&r$2a-e Re &i-iti"n

n this section you make the system settin#s for !urchase re?uisitions. n Sthe stock and sale indent has /een treated as !urchase re?uisition.


Materials Management Purchasing Purchase Re2uisition Define$um.er Ranges

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n this ste! you maintain the num/er ran#es for !urchase re?uisitions.

De7ine D"$&'ent T0pe-

Materials Management Purchasing Purchase Re2uisition DefineDocument ( pes

'he SAP System mana#es !urchase re?uisitions 2:>s)?uotations !urchaseorders and outline !urchase a#reements as documents. ;ach document isassi#ned to a certain document ty!e. 'he document ty!e determines such thin#sas num/er assi#nment and the screen layout of the document.

Iou can define ne4 documents if you 4ish to

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ado!t documents that already have !redefined num/ers from a

le#acy systemout!ut certain !urchase orders usin# a different layout set6electronic form7 than the standard onecarry out an analysis of Hust this document ty!e

n this ste! you can do the follo4in#+

create ne4 document ty!esmake the follo4in# settin#s for a document ty!e+

define item intervaldefine allo4ed item cate#ories !er document ty!e

S!ecify 4hich document ty!e and 4hich item cate#ory there?uisition must have in order for it to /e converted into a!urchase order for e(am!le.

Iou can also chan#e the item cate#ory 6e.#. re?uisition 4ith the item cate#oryVstandardV into a !urchase order 4ith item cate#ory Vconsi#nmentV7.

assi#n a num/er ran#e interval to a document ty!efor e(ternal num/er assi#nmentfor internal num/er assi#nmentfor distri/ution via A ;

define further characteristics of the document ty!es such asu!date #rou!field selection reference key

A$ti"n-

Check the settin#s and make any necessary chan#es to suit your re?uirements.

'he -*Tdocument ty!e is used for P2.

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Pr"$e--in1 Ti'e

Materials Management Purchasing Purchase Re2uisitionProcessing (ime

'he !rocessin# time is the time re?uired /y the /uyer to convert a re?uisition intoa !urchase order. 'he !rocessin# time is taken into account durin# theschedulin# !rocess for e(ternally !rocured materials 4ithin the frame4ork ofmaterials !lannin# and control.

A$ti"n-

Maintain the !urchasin# de!artment !rocessin# time for each !lant.

'he !rocessin# time is the time re?uired /y the /uyer to convert a re?uisition intoa !urchase order. 'he !rocessin# time is taken into account durin# theschedulin# !rocess for e(ternally !rocured materials 4ithin the frame4ork ofmaterials !lannin# and control.

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Processin# time of 1 day have /een maintained for all the !lantsRelea-e Pr"$ed&re

n this section you set u! the release 6a!!roval7 !rocedure for !urchasere?uisitions. Iou can elect to use either the !rocedure 4ithout classification orthe one that is linked to the classification system.

Procedure 4ithout classification 62elease !rocedure 17 'his release !rocedure is only availa/le for re?uisitions. 'he aim of this

correction and a!!roval !rocedure is to check the data on the material ?uantitiesand delivery dates for correctness and to ensure that the ri#ht accountassi#nment and source of su!!ly have /een s!ecified. 'his !rocedure !rovidesfor the a!!roval of the individual items of a re?uisition as a !recondition for thesu/se?uent issue of 2:>s or !urchase orders.

Procedure 4ith classification 62elease !rocedure "7 'his !rocedure 4orks in conHunction 4ith MM Classification. t !rovides you 4iththe o!tion of s!ecifyin# considera/ly more re?uirements than Hust BvalueBBmaterial #rou!B Baccount assi#nmentB and B!lantB. As a result you have more

fle(i/ility in settin# u! the release !rocedure.'he aim of this release !rocedure is to re!lace manual 4ritten authori$ation!rocedures usin# si#natures /y an electronic one 4hile maintainin# the dualcontrol !rinci!le. 'he !erson res!onsi/le !rocesses the relevant document in thesystem there/y markin# it 4ith an Belectronic si#natureB 4hich can #ive thedocument le#al force.

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'his !rocedure !rovides for the release 6a!!roval7 not only of re?uisitions 6i.e.

internal !urchasin# documents7 /ut also of the e(ternal !urchasin# documents2:> !urchase order contract schedulin# a#reement and service entry sheet.o4ever in contrast to re?uisitions the other !urchasin# documents can only /ereleased in their entirety+ there is no !rovision for item /y item 6or !artial7 releasein this case.-@ release is set for Purchase re?uisition.

Set Up Pr"$ed&re 4it2"&t Cla--i7i$ati"n

Materials Management Purchasing Purchase Re2uisition Set 7pProce!ure 4ithout Classification

2elease !rocedure 4ithout classification is not used.

Pr"$ed&re 4it2 Cla--i7i$ati"n

n this section you set u! a release !rocedure for !urchase re?uisitions 4ithClassification.

Edit C2ara$teri-ti$-

Materials Management Purchasing Purchase Re2uisition E!it

Characteristics

n this ste! you create characteristics for a release !rocedure 4ith classification.

Classification characteristics constitute the criteria for a release condition. f thecriteria of a release condition are satisfied the associated release strate#y isassi#ned to the !urchase re?uisition.

Edit Cla--e-

Materials Management Purchasing Purchase Re2uisition E!itClasses

n this ste! you create classes for a release !rocedure 4ith classification. n aclass you #rou! the characteristics that are to constitute a release condition for arelease strate#y. n the ste! BSet u! Procedure 4ith ClassificationB you assi#nthis class to the release !rocedure.

'he follo4in# class has /een created in the system

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P22; ;AS;C ASS and the release characterstics have /een assi#ned for thisclass 4ith class ty!e 0%".

Set Up Pr"$ed&re 4it2 Cla--i7i$ati"n

Materials Management Purchasing Purchase Re2uisition Set 7pProce!ure %ith Classification

n this ste! you set u! the release !rocedure 4ith classification. Iou can alsolink the release !rocedure to 4orkflo4. 6-ote that in this conte(t Breleasin#Bmeans Ba!!rovin#B or #ivin# the B#reen li#htB to a document.7

Relea-e 1r"&p

Define a release #rou! for your release !rocedure+ Relea-e $"de-

ere you create the release codes that you need for your release strate#y andassi#n the codes to your release #rou!.

Relea-e indi$at"r-

A release indicator sho4s the release status of a !urchase re?uisition.Predefined release indicators 4hich you can use for your release strate#y areavaila/le in the standard system.

'he follo4in# standard release indicator has /een maintained in the system.

1 2e?uest for ?uotation" 2:>)!urchase order % 2:>)P@ no chan#e of date& 2:>)P@ no chan#es

A :i(ed 2:>* :i(ed 2:>)!urchase order N *locked

Relea-e -trate1ie-

Create a release strate#y for your release #rou! and assi#n your release codesaccordin#ly.

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De7ine S$reen La0"&t at D"$&'ent Le3elMaterials Management Purchasing Purchase Re2uisition DefineScreen La out at Document Le/el

:or all e(ternal !urchasin# documents and !urchase re?uisitions you can

s!ecify the in!ut attri/utes of fields /y usin# field selection reference keys 6-**7. An -** determines 4hether a field

a mandatory entry field 6in!ut re?uired7an o!tional entry field 6in!ut !ossi/le7a dis!lay field 6field dis!layed only in!ut not !ossi/le7

su!!ressed

Select the -** field selection 4hich is assi#ned to Doc ty!e.

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Select the #rou! each #rou! consists of fields 4hich can /e set to re?uired ordis!lay . ere the !rice nad !rice unit field is set as dis!layed mode.n P2 creation this field 4ill /e in dis!lay mode.

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De7ine Te=t T0pe- and C"p0in1 R&le-

n this ste! you check the standard settin#s for the te(t ty!es of !urchasere?uisitions. A$ti3itie-

Check 4hether the availa/le te(t ty!es suffice. f necessarycreate some of your o4n. -ote that te(t ty!es are valid in allclients.

Check the !redefined link for ado!tin# te(t.

f necessary chan#e this link as re?uired. 'he te(t links areclient s!ecific.

'he standard settin#s have /een maintained for this.

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P&r$2a-e Order n this ste! you make the system settin#s for !urchase orders.


Materials Management Purchasing Purchase Or!er Define $um.erRanges

n this ste! you can do the follo4in#+

• Create ne4 document ty!es• Define item interval• Define allo4ed follo4 on document ty!es• Assi#n document ty!es to a num/er ran#e #rou!• Define a num/er ran#e interval• Choose ty!e of num/er assi#nment+

o nternalo ;(ternal

• Choose u!date #rou!'he u!date #rou! determines ho4 the data from the document header isu!dated in the statistics file.

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8/13/2019 Uisl Config Mm 6[1].0


Relea-e Pr"$ed&re 7"r P&r$2a-e Order-

Edit C2ara$teri-ti$

Materials Management Purchasing Purchase Or!er ReleaseProce!ure for Purchase Or!ers E!it Characteristic

n this ste! you create characteristics for a release !rocedure for !urchaseorders 6P@s7. Classification characteristics are the criteria for a release condition.f the criteria of a release condition are satisfied the associated release strate#yis assi#ned to the !urchasin# document 6e.#. !urchase order or 2:>7.

'he follo4in# characteristics have /een created.

P@UD@C 6C;==@ *SA2'7P@UMA'32P 6C;==@ MA'= 7P@U A ; 6C;==@ 3-;' 7

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Edit Cla--Materials Management Purchasing Purchase Or!er ReleaseProce!ure for Purchase Or!ers E!it Class

n this ste! you create classes for a release !rocedure for !urchase orders6P@s7. Iou use a class to #rou! to#ether characteristics that are to constitute arelease condition for a release strate#y. n the ste! BDefine 2elease Procedurefor Purchase @rdersB you assi#n this class to the release strate#y.

'he class P@U2; has /een created and assi#ned 4ith the a/ovecharacteristics.

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De7ine Relea-e Pr"$ed&re 7"r P&r$2a-e Order-

Materials Management Purchasing Purchase Or!er ReleaseProce!ure for Purchase Or!ers Define Release Proce!ure for PurchaseOr!ers

Re &ire'ent-

Iou m ust assi#n the authori$ation MU; -=U:23 to the !ersons4ho are to /e involved in the release !rocedure 6Authori$ationMana#ement F Create Authori$ation Profiles and Assi#n tosers7.

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2elease indicator 2elease indicator+ An indicator sho4in# the release 6a!!roval7 status of a!urchasin# document. ia the follo4in# settin#s you can define the releaseindicators you need for your release !rocedure+

'he 2eleased indicator is used to s!ecify 4hether messa#es 6P@documents in out!ut format7 may /e transmitted for a !urchase order 4iththis indicator.'he Chan#ea/ility indicator sho4s the effect of chan#es to the P@ 6achan#e to a P@ may re?uire a ne4 release strate#y to /e determined for

instance7.

*y means of the alue chan#e indicator you can s!ecify that therelease strate#y is to /e re started if a P@ is chan#ed and thevalue of a P@ item there/y increases /y a certain !ercenta#e 6e.#.10 7. Set the Chan#ea/ility indicator to B& Chan#ea/le ne4release in case of ne4 strate#y or value chan#eB or B, Chan#ea/le ne4 release in case of ne4 strate#y or valuechan#e)out!uttedB and enter a !ercenta#e in the alue chan#efield.

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2elease strate#yCreate a release strate#y for your release #rou! and assi#n your release codesaccordin#ly .

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Relea-e prere &i-ite-

ith the release !rere?uisites you s!ecify the order in 4hich theindividual release !oints 6individuals or de!artments7 re!resented /y therelease codes may release the document .

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Relea-e -tat&-e-

ere you s!ecify the status a P@ has after certain release !oints have effectedrelease. S!ecify 4hich release indicator)status a P@ is to have after havin# /eenreleased via a certain release code

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Cla--i7i$ati"n

n classification you maintain the values assi#ned to the characteristics. ia thecharacteristics and their values you s!ecify the P@s to 4hich your releasestrate#y is assi#ned.

$aintain %alues &indi%idual %alues or inter%als' !or your characteristics.

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Relea-e -i'&lati"n

'he release simulation function ena/les you to check 4hich status a P@ 4illachieve 4ith your release strate#y if release is effected /y a certain release!oint.

Choose BSimulate releaseB and release the document 4ith the desired releasecode /y dou/le clickin#. 'he system sho4s you 4hich status the P@ no4 has asa result of this release

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De7ine S$reen La0"&t at D"$&'ent Le3elMaterials Management Purchasing Purchase Or!er Define ScreenLa out at Document Le/el

:or all e(ternal !urchasin# documents and !urchase re?uisitions you cans!ecify the in!ut attri/utes of fields /y usin# field selection reference keys .:ollo4in# :ield 2eference =ey has /een used in Sl

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8/13/2019 Uisl Config Mm 6[1].0


Select the :ield Selection #rou! /y dou/le clickin# on it

Te=t- 7"r P&r$2a-e Order-

Materials Management Purchasing Purchase Or!er Define (e)tt pes for 6ea!er (e)ts

n this ste! you check the standard settin#s for the te(t ty!es in !urchase orders.Iou can also create your o4n te(t ty!es and define rules for ado!tin# te(ts from

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other o/Hects 6such as the material master record or other !urchasin#

documents7.n this ste! you check the standard settin#s for the te(t ty!es in !urchase orders.Iou can also create your o4n te(t ty!es and define rules for ado!tin# te(ts fromother o/Hects 6such as the material master record or other !urchasin#documents7.Standard Settin#s are used.

De7ine Te=t T0pe- and C"p0in1 R&le- 7"r !eader Te=t-

Materials Management Purchasing Purchase Or!er (e)ts for

Purchase Or!ers Define (e)t ( pes an! Cop ing Rules for 6ea!er(e)ts

n this ste! you check the standard settin#s for the header te(ts of !urchaseorders. :urthermore you can create your o4n te(t ty!es and define rules for theado!tion of te(ts from other o/Hects.

'he te(t remarksT has /een co!ied from the te(t *ank DetailT ofendor Master.

'he te(t Contact PersonT has /een co!ied from the te(t contact!ersonT of the vendor.

'he te(t -ote documentT has /een co!ied from the te(t -otedocumentT of the vendor.

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De7ine Te=t T0pe- and C"p0in1 R&le- 7"r Ite' Te=t-

Materials Management Purchasing Purchase Or!er (e)ts forPurchase Or!ers Define (e)t ( pes an! Cop ing Rules for Item (e)ts

n this ste! you check the standard settin#s for the item te(ts of !urchaseorders. Iou can also create your o4n te(t ty!es and define rules for the ado!tionof te(ts from other o/Hects.

S$2ed&lin1 A1ree'ent

n this section you make the system settin#s for schedulin# a#reements.

Standard settin#s have /een maintained. n S they are not usin# anyschedulin# a#reements.

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8/13/2019 Uisl Config Mm 6[1].0


:or Am/ala De!ot the settin# is #iven /elo4

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Materials Management Purchasing Purchase Or!er Set 7p Stoc+

(ransport Or!er Create Chec+ing Rule

Standard Settin#s are used

Materials Management Purchasing Purchase Or!er Set 7p Stoc+(ransport Or!er Define Chec+ing Rule

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Confirmations

n this section you make the settin#s for shi!!in# notifications.

Set Up C"n7ir'ati"n C"ntr"l

Materials Management Purchasing Confirmations Set 7pConfirmation Control

In t2i- -tep? 0"& 'a5e t2e 7"ll"4in1 -ettin1-%

Confirmation cate#ories 6e(ternal)internal7Confirmation control keysConfirmation se?uence 6confirmation monitorin#7Confirmation cate#ories

n standard 4e can ca!ture ei#ht confirmation key statuses. *ut in S they4ant to ca!ture many confirmation keys status. ence it 4as decided to #o for

enhancements.'he follo4in# confirmation cate#ories is used

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8/13/2019 Uisl Config Mm 6[1].0


Check the e(tent to 4hich you can use the condition ty!es and accessse?uences that are included in the standard system.Create ne4 access se?uences /y co!yin# and chan#in# similar e(istin#ones. n doin# so enter an al!hanumeric key 4hich can have ama(imum of & characters and maintain the accesses for the accessse?uence /y s!ecifyin# the condition ta/les in the desired se?uence. 'hese?uence indicates the order of !riority of the accesses. Iou can dis!layand choose the defined com/inations of key fields usin# the B!ossi/leentriesB facility.

Standard settin#s have /een maintained. 'he follo4in# access se?uences have

/een created.G AC andin# Char#es 6 n standard 1 landin# char#e is ke!t constant.ence /ased on com!any code 4e have maintained the landin# char#es7 'a/le

< 80%

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De7ine C"nditi"n T0pe-

Materials Management Purchasing Con!itions Define PriceDetermination Process Define Con!ition ( pes

n this ste! you define condition ty!es. 'he condition ty!es are used to re!resent!ricin# elements such as !rices discounts surchar#es ta(es or delivery costsin the SAP System. 'hese are stored in the system in condition records. Ioualso have the o!tion of enterin# conditions re?uirin# su/se?uent 6end of !eriod7settlement. A se!arate to!ic BSu/se?uent SettlementB in the Purchasin# M3discusses this functionality.

:or condition ty!es for 4hich you 4ish to maintain conditions 4ith their o4n

validity !eriod you must s!ecify an access se?uence. n this 4ay you sti!ulatethe fields the SAP System is to check in its search for a valid condition record.

N"ten a !rice calculation schema 64hich may also /e termed a B!ricin# !rocedureB7you collect to#ether all the condition ty!es that are automatically to /e taken intoaccount /y the SAP System in the !rocess of !rice determination 4ith re#ard to a/usiness transaction. -ote that you can only also enter manually the conditionty!es that are contained in the calculation schema.

Iou can alter the result of the !rice determination !rocess in the !urchasin#

document manually. Iou can limit the chan#e o!tions for a condition ty!e via thismenu o!tion.

SAP re$"''endati"n

f you define your o4n condition ty!es the key should /e#in 4ith the letter G asSAP kee!s these name slots free in the standard system. Iou should not chan#ethe condition ty!es that are included in the standard SAP System su!!lied.

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A$ti"n-

Check the e(tent to 4hich you can use the conditionty!es that are included in the standard SAP systemsu!!lied.

Create ne4 access se?uences /y co!yin# and chan#in#similar e(istin# ones. n doin# so you must s!ecify thefollo4in#+

;nter an al!hanumeric key 64hich can have a ma(imum

of & characters7 for the condition ty!e to#ether 4ith adescri!tive te(t.

S!ecify an access se?uence for the condition ty!es. 6:orheader conditions you need not s!ecify an accessse?uence.7

Maintain the detail screen for the condition ty!e.N"te%

'o im!rove !erformance you can o!timi$e the accesses for a condition ty!e. n

searchin# for condition records the SAP System 4ill then initially check theheader fields in the document only.

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De7ine Cal$&lati"n S$2e'a

Materials Management Purchasing Con!itions Define PriceDetermination Process Define Calculation Schema

n this ste! you define the calculation schemas.

n the MM area a calculation schema a frame4ork of ste!s used to calculate ordetermine somethin# is used amon# other thin#s to calculate costs !rices!eriod end re/ates and ta(es.

N"te

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'his conce!t is referred to in the Sales and Distri/ution 6SD7 area as a !ricin#

!rocedure. n the calculation schema 6!ricin# !rocedure7 you s!ecify 4hichcondition ty!es are to /e taken into account in 4hich se?uence. n the !rice 6orcost7 determination !rocess the SAP System automatically determines 4hichcalculation schema is valid for a /usiness transaction and takes into accountone after another the condition ty!es it contains.

Standard -ettin1-

'he follo4in# calculation schemas are !redefined in the standard system. Ioushould not chan#e these schemas.

RM++++ and RMUISControl the !rice determination !rocess in P@s ?uotations and schedulin#a#reements. *oth calculation schemas re?uire " condition ty!es for the #ross!rice+ one for automatic !rice determination 6standard+ P*007 and one for manualmaintenance 6standard+ P*NN7.

RM+++ and RM ++Determine 4hich condition ty!es you can enter in !urchasin# document headers4ith time de!endent conditions 6e.#. contracts7.

RM+++ ? RM ++Determine 4hich additional condition ty!es you can enter in !urchasin#document items 4ith time de!endent conditions or in the !urchasin# info record. RMMP++Defines the condition ty!e for determinin# the market !rice 4hich can /e enteredfor each material

RM +++Controls the delivery cost determination !rocess in stock trans!ort orders andstock trans!ort schedulin# a#reements.

N"te

n the calculation schemas 2M0000 2M S1 2M0001 and 2M1001 the fieldBSu/totalB must contain the follo4in# values in the follo4in# lines+3ross value+ 9;ffective value+ S

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f the interim total VSV is not set the P@ values cannot /e u!dated in the

Purchasin# nformation System 6P 2C S7. A$ti"n-

Check to 4hat e(tent you can use the calculationschemas !rovided in the standard SAP System.

Create ne4 calculation schemas /y co!yin# similare(istin# ones and chan#in# them.

;nter a key 6len#th ma(. si( characters7 for the schemayou 4ish to create and descri!tive te(t.

:or each schema s!ecify the condition ty!es in the orderof their usa#e and maintain the relevant data.

'he follo4in# Pricin# Procedure have /een created in S R

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. DOM D"'e-ti$ P&r$2a-in1Select the !ricin# !rocedure and click on control data

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. UIMPO I'p"rt Pri$in1 Pr"$ed&re

Select the !ricin# !rocedure and click on control data

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De7ine S$2e'a Gr"&pMaterials Management Purchasing Con!itions Define PriceDetermination Process Define Schema Group

'his ste! descri/es ho4 to define schema #rou!s. 'hese allo4 you to #rou!to#ether certain !urchasin# or#ani$ations that use the same calculationschema. Iou can also use them to #rou! to#ether vendors for 4hom the samecalculation schema is valid. 6-ote+ calculation schemas may also /e referred toas B!ricin# !roceduresT and schema #rou!s therefore as B!rocedure #rou!sB.7

E=a'ple%Define a schema #rou! that uses a sim!le calculation schema 4ith only one

!rice and a discount and a schema #rou! that 4orks 4ith a more com!le(schema containin# a lar#e num/er of conditions.

A$ti"n-%

n this ste!

define schema #rou!s and

assi#n certain !urchasin# or#ani$ations to these schema #rou!s

N"te%

Iou assi#n vendors to schema #rou!s in the relevant vendor master records.

'he follo4in# schema #rou!s have /een defined.

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'he follo4in# schema #rou!s have /een defined for the !urchasin# or#ani$ation.

Assi#nment of Schema #rou! to Purcahsin# @r#aniastion+

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De7ine S$2e'a Deter'inati"n

Materials Management Purchasing Con!itions Define PriceDetermination Process Define Schema Determination

n this ste! you assi#n !urchasin# transactions and !rocesses to a calculationschemaR that is you s!ecify the cases in 4hich a certain schema is used.

:or standard !urchase orders 6de!endin# on the schema #rou! of thevendor and the !urchasin# or#ani$ation7n this ste! you assi#n !urchasin# transactions and !rocesses to acalculation schemaR that is you s!ecify the cases in 4hich a certainschema is used for standard !urchase orders.6de!endin# on the schema #rou! of the vendor and the !urchasin#or#ani$ation7

S$2e'a 1r"&p 7"r -tandard p&r$2a-e "rder%

S$2e'a 1r"&p 7"r -t"$5 tran-p"rt "rder%

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De7ine Tran-a$ti"n*E3ent e0-

Materials Management Purchasing Con!itions Define PriceDetermination Process Define (ransaction*E/ent 3e s

n this ste! you define the transaction)event key. 'o ena/le the system to findthe relevant account for !rovisions 6for accrued delivery costs ormiscellaneous !rovisions for e(am!le7 you must assi#n a transaction)event key6internal !rocessin# key7 to each condition ty!e that is relevant to !rovisions inthe calculation schema.

f !urchase account mana#ement is active 4ithin a com!any code you musts!ecify the transaction)event key in the field VAcc=yV. f not you make thiss!ecification in the field VProvis.V

SAP re$"''endati"n

se the transaction)event keys su!!lied 4ith the standard system since any ne4ones must first /e set u! 4ithin the account determination facility. :or more onthis to!ic !lease refer to create automatic !ostin#s.

f you define your o4n calculation schemas the key should /e#in 4ith either the

letter G or the di#it 9 since SAP kee!s these name slots free in the standardsystem su!!lied.

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T2e 7"ll"4in1 tran-a$ti"n e3ent 5e0- 2a3e /een $reated.

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De7ine E=ternal Repre-entati"n "7 Ite' Cate1"rie-

Materials Management Purchasing Define E)ternal Representationof Item Categories

Standard SAP settin#s have /een maintained.

n this ste! you define ho4 the item cate#ories are to /e re!resented on the userinterface. tem cate#ories #overn ho4 a material is !rocured. :or e(am!le theitem cate#ory Bsu/contractin#B determines that com!onents have to /e !rovidedto the vendor from 4hom you order a certain !roduct)assem/ly.nternally item cate#ories are re!resented /y a one character field 6e.#. V%V forsu/contractin#7.

Standard Settin1-

arious Ds are used for the re!resentation on the user interface 6e.#. V V forsu/contractin#7. 'hese Ds are su!!lied in the standard system and can /echan#ed if necessary.

A$ti3itie-

Chan#e the identifier if necessary.

De7ine De7a&lt Val&e- 7"r D"$&'ent T0pe

Materials Management Purchasing Define Default 0alues forDocument ( pe

n this ste! you can define the default values for the document ty!e in certaintransactions.

F&rt2er N"te-

Iou can also define default values for the document ty!e on a user de!endent/asis usin# the follo4in# user !arameters.

o4ever control via the user !arameters is only !ossi/le if you do not define acentral default value in this ste!. f a !urchase order is #enerated from are?uisition the document ty!e is ado!ted from the re?uisition.

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Me--a1e-

Materials Management Purchasing Messages OutputControl Message ( pes

Messa#e ty!e for 2:> is created G-; 4ith co!y of standard -;

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Materials Management Purchasing Output Control Message( pes Output Control Message !etermination Schemas

:or P@ standard Schema is used in 4hich G-; out!ut ty!e is assi#ned

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Select the a/ove schema and dou/le click on Control data ta/. ere G-; is

assi#ned .

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In3ent"r0 Mana1e'ent and P20-i$al In3ent"r0

n this section you com!lete the system settin#s re?uired for the follo4in#+

!rint control and user maintenance

#oods movements includin#+

o #oods issues and transfer !ostin#so #oods recei!tso reservations

!hysical inventory

Plant Para'eter-

Materials Management In/entor Management an! Ph sical In/entorPlant Parameters

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De7ine Attri/&te- "7 S0-te' Me--a1e-

Materials Management In/entor Management an! Ph sical In/entorDefine Attri.utes of S stem Messages

n nventory Mana#ement the system issues messa#es in the course oftransactions to inform the user a/out certain system res!onses or data situations6for e(am!le a messa#e indicatin# that the order item is fla##ed Bdeliverycom!letedB7.

n this ste! you can define for the ty!e of system messa#e for a version+4arnin# messa#e

error messa#e

no messa#e

@ther then standard settin#s .'he Messa#es are made error as !er the Clientre?uirements.

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N&'/er A--i1n'ent

n this section you set the num/er assi#nment for the follo4in# documents ofnventory Mana#ement+

accountin# documents

material documents)!hysical inventory documents

reservations

#oods recei!t)issue sli!s

De7ine N&'/er A--i1n'ent 7"r A$$"&ntin1 D"$&'ent-

Materials Management In/entor Management an! Ph sical In/entor$um.er Assignment Define $um.er Assignment for Accounting

Documents

n this ste! you set the num/er ran#es for the accountin# documents 4hich aremovements or inventory differences are !osted.

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Accountin# documents in inventory mana#ement:or accountin# relevant #oods movements the system creates t4o differentdocuments+

material documentaccountin# document

*oth the material documents and the accountin# documents have their o4ndocument num/ers. hen inventory differences are !osted the system alsocreates an accountin# document for the !hysical inventory document.

n this menu o!tion you only maintain the num/er assi#nment for accountin#documents.

Document ty!es Accountin# documents are devided into document ty!es to allo4 differentiateddocument num/er assi#nment 4hich is the /asis for distin#uishin# /et4een thevarious accountin# o!erations. A num/er ran#e is assi#ned to each documentty!e. n a com!any code you have to define num/erintervals for each num/er

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ran#e and fiscal year. n inventory mana#ement the transaction determines

4hich document ty!e is used.'he follo4in# no. ran#es are defined.Click on :inanacial Accountin# -o. ran#es

E=a'pleDocument ty!e ; is assi#ned to transaction M 3@ B3oods recei!t from!urchase orderB. -um/er ran#e 50 is assi#ned to document ty!e ;.

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n com!any code 0001 the follo4in# num/er interval is defined in the current

fiscal year for num/er ran#e 50+:rom 5000000000 to 5099999999'his means that the num/ers of accountin# documents 4hich are created durin##oods recei!t for a !urchase order lie in this interval.

Re &ire'ent-Iou have already defined the com!anyUcodeFcom!any code.

De7a&lt Settin1-n the standard SAP System the follo4in# document ty!es are !redefined for

inventory mana#ement+

A for #oods issues transfer !ostin#s other #oods recei!ts

; for #oods recei!ts 4ith reference to !urchase orders

: for #oods recei!ts 4ith reference to !roduction orders

for inventory differences

for #oods issues 4ith reference to deliveries 6SD7

- for net !ostin# of #oods recei!ts

P2 for revaluation documents

;ach document ty!e is already assi#ned a num/er ran#e. n com!any code0001 num/er intervals are defined for each num/er ran#e /oth for the currentand the !revious fiscal year.

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Document ty!e ; is used for #oods recei!ts 4ith reference to !urchaseorders and !roduction orders. 'his document ty!e is assi#ned num/erran#e 50 4ith the year related interval 5000000000 to 5099999999.

Please note that net !ostin#s of #oods recei!ts 6document ty!e -7 are notactive in the standard SAP System. f you 4ant to !ost #oods recei!ts net youhave to assi#n document ty!e - 6insteadof ;7 to the transaction M*01.

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Document ty!e is used for !ostin# inventory differences. 'his

document ty!e is assi#ned the num/er ran#e &9 4ith the year relatedinterval &900000000 to &999999999

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N"te

Iou cannot chan#e the transaction)event ty!es. o4ever you can chan#e thenum/er ran#e intervals oryou can allocate transaction)event ty!es to ne4#rou!s.

Ca&ti"n% C2an1e in t2e Fi-$al Year

f at the time of a fiscal year chan#e you reset the num/er ran#e in the ne4fiscal year se!arate num/er ran#e intervals for the !revious year and for the

current year must /e maintained for one month to allo4 !ostin#s to the !rior!eriod.

Click on the #rou! /utton

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Select the -o. 2an#e o/Hect and click on Mainatin /utton

'he follo4in# no. ran#e is assi#ned for 3ood 2ecei!t Material Document.

De7ine N&'/er A--i1n'ent 7"r G""d- Re$eipt*I--&e Slip-

Materials Management In/entor Management an! Ph sical In/entor$um.er Assignment Define $um.er Assignment for Goo!s

Receipt*Issue Slips

n this ste! you com!lete the system settin#s for assi#nin# #oods recei!t)issuesli! num/ers u!on #oods movements 6MM7 or deliveries 6SD7.

Ca&ti"n'his 32)3 sli! num/er has only /een desi#ned for use in those countries 6 talyfor e(am!le7 4hose le#islation re?uires s!ecification of this num/er for #oods on!u/lic roads. n other countries the material document num/er !rinted on the

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32)3 sli! 6in the standard system7 is sufficient. 'o enter e(ternal documents

you can use the field Material sli! or Delivery note.'he #oods recei!t issue sli! num/er can /e assi#ned e(ternally and internally. tis !ossi/le to define different num/er ran#es for each !lant stora#e location andmovement ty!e or define the same num/er ran#e for several !lants stora#elocations and movement ty!es.

A$ti3itie-'o set the num/er assi#nment for 32)3 sli! num/ers !roceed as follo4s+

nder Plnt activate the assi#nment of 32)3 sli! num/ers for the !lant.

nder ntervals define the intervals of the individual num/er ran#es foreach fiscal year.

nder -o.ran#e #r!#.code define the individual num/er ran#e #rou!in#codes.

Assi#n a num/er ran#e for internal num/er assi#nment and a num/er ran#e fore(ternal num/er asi#nment to each #rou!in# code.

nder @/Hect assi#n a num/er ran#e modification constant to theindividual !lants stora#e locations and movement ty!es. @nly enter themovement ty!es for 4hich a #oods recei!t)issue sli! num/er is to /e

assi#ned.32 3 sli! -@. is not used in S rather 3ate entry is develo!ed throu#h 4hichthis 32 3 sli! field 4ill #et u!dated.

N"te- "n tran-p"rt

Iou trans!ort num/er ran#e o/Hects as follo4s+

n the initial screen choose nterval F 'rans!ort.-ote that all intervals for the selected num/er ran#e o/Hect are deleted in thetar#et system first. After the im!ort only the intervals you e(!ort are !resent. 'he

num/er statuses are im!orted 4ith their values at the time of e(!ort.De!endentta/les are not trans!orted or converted.All other functions are linked to theautomatic trans!ort.

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Field Sele$ti"n 7"r G""d- M"3e'ent- Initial*!eaderS$reen- Materials Management In/entor Management an! Ph sical In/entor

"iel! Selection for Goo!s Mo/ements Initial*6ea!er Screens

n this ste! you define the field selection for #oods movements initial and headerscreens.

-ote that the field selection for the item screens de!ends on the movement ty!eand is confi#ured in se!arate ste!s 6see Define screen layout7.

'he standard settin#s have /een maintained. 32 3 sli! has /een ke!t asDis!layn mode

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G""d- I--&e * Tran-7er P"-tin1-n this section you com!lete the system settin#s for the follo4in# #oodsmovements+

#oods issues

transfer !ostin#s

other movements e(cludin# #oods recei!ts 6for e(am!le inventoryadHustment !ostin#s7

Create St"ra1e L"$ati"n A&t"'ati$all0

Materials Management In/entor Management an! Ph sical In/entorGoo!s Issue * (ransfer Postings Create Storage Location

Automaticall

n this ste! you s!ecify 4hether the automatic creation of stora#e location datais allo4ed for #oods issues and transfer !ostin#s. 'his is advisa/le if you 4ork4ith ne#ative stocks and a materialVs first movement may /e an out4ardmovement.

-ote that the reversal movement for a #oods issue for e(am!le movement ty!e"0" or "," is not considered as an issue /ut as a recei!t. f you only use theautomatic creation of stora#e location data for reversals of #oods issues you donot have to allo4 ne#ative stocks. Iou have to allo4 automatic creation !er !lantfirst of all. Iou then have to e(!licitly allo4 the creation of stora#e location datafor each movement ty!e.'he stora#e location data is only created if the ?uantity is !osted to VstandardVstora#e location stock. t is not created for recei!ts into a s!ecial stock 6fore(am!le into sales order stock7.

De7a&lt -ettin1-

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'he standard system is set in such a 4ay that the stora#e location data iscreated automatically for all ty!es of recei!ts 6#oods recei!t 4ith) 4ithoutreference stock transfers intial entry of stock /alances reversal of #oodsissues etc.7.

A$ti3itie-

;nter for each !lant 4hether the automatic creation of stora#e locationdata is #enerally allo4ed.

S!ecify the movement ty!es for 4hich stora#e location data is created

automatically.Create Stora#e ocation automatically is uncheked for D !lant

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Set Man&al A$$"&nt A--i1n'ent

Materials Management In/entor Management an! Ph sical In/entorGoo!s Issue * (ransfer Postings Set Manual Account Assignment

Standard settin#s have /een maintained.

n the 2)% System account assi#nment is !redefined via the automatic accountdetermination facility. hen you enter material movements that are assi#ned to acost account you can enter the account num/er manually. n doin# so youchan#e the account assi#nment !redefined as offsettin# entry for inventory!ostin#.

A$ti"n-

Define the movement ty!es for 4hich you 4ant the 3) account to /e ready forin!ut.

De7ine S$reen La0"&t

Materials Management In/entor Management an! Ph sical In/entorGoo!s Issue * (ransfer Postings Define Screen La out

n this ste! you set the field selection for the movement ty!es includin# #oodsissues and transfer !ostin#s.

hen creatin# a #oods movement the field selection determines 4hich fieldscan /e filled 6o!tional entry7

must /e filled 6re?uired entry7

are suppressed !ields

standard settin#s have /een maintained.

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the material master record contains a checkin# #rou! for the availa/ility

check 6M2P data7a checkin# rule is assi#ned to the transaction in the Customi$in# system

ere you can define

for each movement ty!e 4hich ty!e of messa#e is issued 6o/HectMovement ty!e7. 'he follo4in# messa#es are !rovided (

o 4arnin# messa#e in case of non availa/ility other4ise no messa#eo error messa#e in case of non availa/ility other4ise no messa#eo 4arnin# messa#e in case of non availa/ility other4ise information

messa#eo error messa#e in case of non availa/ility other4ise information

messa#eo 4hich checkin# rules are su!!orted 6o/Hect Checkin# rule7 !er

checkin# #rou! and checkin# rule+ 4hich o/Hects 6documentsstocks material re?uirements7are included in the availa/ility check6o/Hect Define checkin# rule7er transaction of nventoryMana#ement+ 4hich checkin# rule a!!lies 6o/Hect 'ransactioncodes7

De7a&lt Settin1-

n the standard SAP System the messa#e ty!e A 64arnin# in the case ofnon availa/ility other4ise no messa#e is set for all relevant movementty!es.

:or nventory Mana#ement the checkin# rule 0% is !rovided.

Re$"''endati"n-

SAP recommends that you 4ork 4ith the settin#s defined in the standard system.

n this case no action is re?uired on your !art.'he checkin# rules are also used /y other a!!lications 6Sales J Distri/ution7 andcan also /e maintained /y them. f you 4ant to define ne4 checkin# rules orchan#e e(istin# rules SAP recommends that you contact the other a!!lications6Sales J Distri/ution Material 2e?uirements Plannin#7.

A$ti"n-

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Define the movement ty!es for 4hich an availa/ility check is to /e carried

out and 4hich ty!e of messa#e is issued.

Check the checkin# rule that you 4ant to use in nventory Mana#ement.Define a ne4 checkin# rule if necessary and define for each checkin##rou! 4hich o/Hects are included in the availa/ility check for this checkin#rule.

Check the availa/ility checkin# rules for each transaction. Assi#n othercheckin# rules to the transactions if necessary.


Generate P20-i$al In3ent"r0 D"$&'ent- 7"r G""d- M"3e'ent-

Materials Management In/entor Management an! Ph sical In/entorGoo!s Issue * (ransfer Postings Generate Ph sical In/entor

Documents for Goo!s Mo/ements

n this ste! you define for each !lant and movement ty!e 4hether a !hysicalinventory document is automatically #enerated 4hen !ostin# a #oods movement.t is !ossi/le to create a !hysical inventory document in addition to the materialdocument at the time of a #oods movement. 'his function is im!ortant 4heninventory differences are !osted from the arehouse Mana#ement System. nso doin# these inventory differences are documented in nventory Mana#ement4ith a !hysical inventory document.n order to create an inventory document in addition to a material document for a#oods movement the follo4in# conditions must /e met+

n the !lant you must define the transaction)event ty!e forautomatically #enerated !hysical inventory documents. Iou must definethe document num/er assi#nment for this transaction)event ty!e.

Automatic #eneration of !hysical inventory documents must /e allo4ed forthe movement ty!e.

N"te

Iou may only enter the transaction)event ty!e B B 6inventory difference fromarehouse Mana#ement system7.

De7a&lt -ettin1-

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n the standard SAP 2)% System automatic #eneration of !hysical inventorydocuments is allo4ed for movement ty!es 11 to 18.

A$ti3itie-

S!ecify the !lants for 4hich you 4ant the 2)% System to create a !hysicalinventory document. ;nter transaction)event ty!e for these !lants.Check the movement ty!es for 4hich you 4ant a !hysical inventorydocument to /e created.Set the num/er assi#nment for the #iven transaction)event ty!e.

Standard settin#s have /een maintained for this.

All"4 Ne1ati3e St"$5-

Materials Management In/entor Management an! Ph sical In/entorGoo!s Issue * (ransfer Postings Allo% $egati/e Stoc+s

n this ste! you s!ecify 4hether ne#ative stocks are allo4ed for unrestricted usestockin the valuation area in the !lant and in the stora#e location. ne#ativestocks are necessary for e(am!le 4hen #oods issues are entered foror#ani$ational reasons !rior to the corres!ondin# #oods recei!ts and the materialis already !hysically located in the 4arehouse.

@nce the #oods recei!ts have /een !osted the /ook inventory /alance musta#ain corres!ond to the !hysical stock that is the /ook inventory /alance mayno lon#er /e ne#ative. -e#ative stocks are al4ays a si#n that !hysicalmovements must /e /e entered in the system at a later sta#e.

E=a'ple

S1 !ieces of a material are delivered. Due to lack of time the #oods recei!t isnot yet entered in the system.Physical stock+ Q S1 !ieces*ook inventory /alance+ 0 !ieces

'he material is needed ur#ently and 100 !ieces are 4ithdra4n from the4arehouse. 'he #oods issue is entered in the system strai#hta4ay.Physical stock+ Q900 !ieces*ook inventory /alance+ 100 !ieces

At the end of the day a #oods recei!t is !osted for S1 !ieces.

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Physical stock+ Q900 !ieces

*ook inventory /alance+ Q900 !iecesN"te

-e#ative stocks are allo4ed for s!ecial stocks if ne#ative stocks have /eenactivated in the valuation area and for the s!ecial stock concerned in the !lant.Iou do not have to activate ne#ative stocks in the material master record foreach s!ecial stock.

Standard Settin1-

n the SAP default settin# ne#ative stocks are not allo4ed.A$ti3itie-

Check 4hether ne#ative stocks are needed in your com!any. f so !roceed asfollo4s+

Set the indicator -e#. stocks allo4ed in the valuation areas in ?uestion. 6Avaluation area can /e a !lant or a com!any code de!endin# on theconfi#uration.7Choose a valuation area and s!ecify !er !lant 4hether ne#ative stocks

are allo4ed for s!ecial stocks.Choose a !lant and s!ecify in 4hich stora#e locations of the !lantne#ative stocks are allo4ed.Save your settin#s.

After4ards you must chan#e the !lant data of all materials for 4hichne#ative stock /alances are allo4ed. 'he indicator for ne#ative stocks iscontained in the stora#e data for a material.


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Create P&r$2a-e Order A&t"'ati$all0

Materials Management In/entor Management an! Ph sical In/entorGoo!s Receipt Create Purchase Or!er Automaticall

n this ste! you define for each movement ty!e 4hether a !urchase order isautomatically created 4hen a #oods recei!t is !osted.

Set Man&al A$$"&nt A--i1n'ent

Materials Management In/entor Management an! Ph sical In/entorGoo!s Receipt Set Manual Account Assignment

n the 2)% System account assi#nment is !redefined via the automatic accountdetermination facility. hen you enter #oods recei!ts 4hich are assi#ned to acost account you can enter the account manually. n doin# so you chan#e theaccount assi#nment !redefined as offsettin# entry for inventory !ostin#.

A$ti"n-

Define the movement ty!es for 4hich you 4ant the 3) account to /e ready forin!ut.

Standard settin#s have /een maintained. De7ine S$reen La0"&t

Materials Management In/entor Management an! Ph sical In/entorGoo!s Receipt Define Screen La out

n this ste! you set the field selection for the #oods recei!t movement ty!es.hen enterin# a #oods recei!t the field selection controls 4hich fields 6accountassi#nment fields7 are

ready for in!ut 6o!tional entry fields7

6re?uired entry7 fields

su!!ressed fields

n nventory Mana#ement the field selection de!ends on the movement ty!e.

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Maintain C"p0 R&le- 7"r Re7eren$e D"$&'ent-

Materials Management In/entor Management an! Ph sical In/entorGoo!s Receipt Maintain Cop Rules for Reference Documents

n this ste! you confi#ure 4hether the items of the reference document are!ro!osed as selected on the item selection list 4hen enterin# a document 4ithreference or not. 'he user can delete the check marks manually on the itemselection list if she)he does not 4ant toado!t some items.

2ecommendation

t is useful to set this indicator if usually all or most of the items of the referencedocument are to /e ado!ted.


Set D0na'i$ A3aila/ilit0 C2e$5

Materials Management In/entor Management an! Ph sical In/entorGoo!s Receipt Set D namic A/aila.ilit Chec+

n nventory Mana#ement t4o ty!es of availa/ility check are carried out+availa/ility check durin# the entry of reservations

availa/ility check durin# the entry of #oods movementsn this ste! you set the dynamic availa/ility check for 3oods movements. n this

case the system checks 4hether the material to /e 4ithdra4n is availa/le andissues a messa#e if necessary.


Set KDeli3er0 C"'pletedK Indi$at"r

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Materials Management In/entor Management an! Ph sical In/entor

Goo!s Receipt Set 9Deli/er Complete!9 In!icator

n this ste! you can define that the 2)% System automatically su##ests thedelivery com!leted indicator for #oods recei!ts if the delivered ?uantity lies 4ithinthe under)overdelivery tolerance.'he Bdelivery com!letedB indicator has the follo4in# effects+

'he item is re#arded as closed even if the total ?uantity 4as notdelivered.

A further delivery is not e(!ected may ho4ever arrive.

n the ne(t #oods recei!t the item a!!ears on the selection list /ut has noselection indicator.

'he item can /e reor#ani$ed even if the total ?uantity has not /eendelivered.

N"te

;ven if the Bdelivery com!letedB indicator has not /een set an item is consideredclosed once the total ?uantity has /een delivered. 'his means that the Bdeliverycom!letedB indicator is not necessary in this case.

A$ti3itie-

S!ecify for each !lant 4hether the 2)% System !ro!oses the Bdelivery com!letedBindicator automatically.


Set Mi--in1 Part- C2e$5

Materials Management In/entor Management an! Ph sical In/entorGoo!s Receipt Set Missing Parts Chec+

n this ste! you com!lete the system settin#s valid for the missin# !arts check atthe time of #oods recei!ts. ith the aid of the missin# !arts check the system

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non summari$ed missin# !arts messa#e

'he M2P controller receives a mail for each material includin# a ma(imum of fiveM2P elements re?uirin# the material.

summari$ed missin# !arts messa#e'he M2P controller receives a mail for each material document and !lant. 'hemail contains the list of missin# !arts materials /ut no M2P elements.

'he ty!e of missin# !arts messa#e is controlled at !lant level. 'o send themissin# !arts messa#es the system uses the out!ut determination function.

Re &ire'ent-

*efore activatin# the missin# !arts check you have to set the out!utdetermination for the missin# !arts check.

)tart the progra* +$07 - 2 in your client.'his !ro#ram co!ies the ta/le !arameters necessary for the out!ut determinationof missin# !arts from client 000.

-hec/ the output type $ F &goods receipt o! *issing part'. utput&trans*ission' *ediu* *ust "e, 6Mail7 and !artner function DP.

Create a mail te(t for the out!ut ty!e M : .;(am!le+ BIour missin# !arts have arrived.B'he missin# !arts information 6e.#. material num/er7 is automatically added tothe te(t 4hen the mail is created.

-reate a condition !or the output type $ F .'he field Missin# !art must have the value N.:or more information on the out!ut determination function refer to the cha!ter@ut!ut Determination.

A$ti"n-

'o activate the missin# !arts check !roceed as follo4s+

Activate the missin# !arts check for the !lant and s!ecify 4hether theM2P controller is to receive a missin# !arts messa#e for each documentand !lant 6summari$ed7 or for each item 6not summari$ed7. 'o do thisselect Missin# !arts active.

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F"r GR86a-ed IV? Re3er-al "7 GR De-pite In3"i$eMaterials Management In/entor Management an! Ph sical In/entor

Goo!s Receipt "or GR-'ase! I0 Re/ersal of GR Despite In/oice

n this ste! you s!ecify for each movement ty!e 4hether 4ith

32 /ased invoice verification a reversal 4ith reference to the !urchase order ora return delivery can /e entered even if the invoice relatin# to the #oods recei!tdocument has already /een !osted.f reversals are not allo4ed you must cancel the invoice /efore you enter thereversal of the #oods recei!t or the return delivery.

f reversals are allo4ed you can !ost the material document and enter cancelthe invoice at a later time. f you do not 4ish to cancel the invoice you can enterthe #oods recei!t 4ith reference to the reversal document or the return deliveryso that the reference to the invoice continues to e(ist.-C D; S M3UMM MU@MC>U@M*G @*K;C' DSIS D C AP A-3 A3;;-

A$ti3itie-

Maintain the indicator for the re?uired movement ty!es.

Standard settin#s have /een maintained. n addition to this for the movementty!e 1"" the reversal indicator has /een activated to facilitate the 32 reversal

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even thou#h has /een done.

Set E=pirati"n Date C2e$5

Materials Management In/entor Management an! Ph sical In/entorGoo!s Receipt Set E)piration Date Chec+

n this ste! you set the material shelf life e(!iration date check for #oodsrecei!ts for each !lant and movement ty!e.

Prere &i-ite-

'he shelf life e(!iration date of a material can only /e checked if

the *in i*u* re*aining shel! li!e is *aintained in the *aterial *aster record'he minimum remainin# shelf life is the time the material must still /e usa/le sothat the #oods recei!t is acce!ted /y the system. Iou can define the time unitthe system uses in the stora#e data of the material master record in the Periodind. field.

the shelf life e(!iration date check is active in the !lant

the shelf life e(!iration date check is active for the movement ty!e

General Pr"$ed&ref the shelf life check e(!iration date check is active you must enter the shelf lifee(!iration date or the !roduction date of the material at the time of a #oodsrecei!t.

At the time of #oods recei!t the system checks 4hether the remainin# shelf lifeis sufficient. f this is not the case a 4arnin# or error messa#e is issued

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de!endin# on the system settin#s. hen the #oods recei!t is !osted the shelf

life e(!iration date is recorded in the material document.Materials handled in /atches+:or materials handled in /atches the date is also stored in the /atch masterrecord. :or a further #oods recei!t for a /atch the shelf life e(!iration dateentered or determined 4ith the movement is com!ared 4ith the one from the/atch master record. f the dates differ a 4arnin# or error messa#e is issuedde!endin# on the system settin#s.f the #oods recei!t is !osted des!ite any 4arnin# the old shelf life e(!irationdate in the /atch master record is over4ritten /y the ne4 one.

:ields in the Material Master 2ecordn the material master record the follo4in# fields are relevant for the shelf lifee(!iration date check+

minimum remainin# shelf life'otal shelf lifef you do not enter a total shelf life you directly enter the shelf lifee(!iration date

4ith the #oods movements.f you enter a total shelf life you enter the !roduction date 4ith the #oodsmovements. 'he system automatically calculates the shelf life e(!iration

date on the /asis of the !roduction date !lus shelf life. Iou 4ill find /oth fields in the stora#e data of the material master record.

E=a'ple

A material has a minimum remainin# shelf life of 10 days and a total shelf life of"0 days.

Iou enter the #oods recei!t of a ne4 /atch on )10 and enter )1 as !roductiondate. 'he system calculates the shelf life e(!iration date 0 )"1 from the days7.

'he /atch still has a remainin# shelf life of 11 days. 'he #oods recei!t isacce!ted.

A$ti3itie-

S!ecifyin 4hich !lants the shelf life is checked

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for 4hich movement ty!es the shelf life is checked or the shelf life

e(!iration date)!roduction date must /e entered

n the ste! Define system messa#e attri/utes set the follo4in# messa#es+M "10 Shelf life e(!iration date J lies in the !astM "11 Date of !roduction lies in the futureM "1% 2e?uired date of !roduction JM "1& Shelf life e(!. date J of /atch does not match entered sh. life e(!.date J.M "15 Date of !roduction should /e J /ased on sh. life e(!. date J of/atch :or each user #rou! you can define the ty!e of messa#e issued+

no messa#e4arnin# messa#eerror messa#e


A$ti3ate St"ra1e "7 In$"'in1 D"$&'ent-

Materials Management In/entor Management an! Ph sical In/entor

Goo!s Receipt Acti/ate Storage of Incoming Documents

n this ste! you define the movement ty!es and transactions in nventoryMana#ement for 4hich the.stora#e of incomin# documents is active.Iou can therefore decide the !rocedures in 4hich a 4indo4 for /ar code entry isdis!layed in late in!ut.

:urther -otes

Iou do not confi#ure stora#e of documents here /ut in Customi$in# for SAP Archive ink.


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A&t"'ati$ M"3e'ent-

n this section you make the system settin#s for #oods movements 4hich are!osted automatically. ;(am!les+

3oods issue for a SD delivery

3oods movements for run schedule headers

nventory adHustment !ostin#s in nventory Mana#ement

Status chan#es of /atches

ere you can only set those movements 4hich cannot /e entered manually innventory Mana#ement.

Caution

Please note that the automatic movements are not divided into #oods recei!tsand #oods issues)transfer !ostin#s. 'his means that not all valid settin#s aresuita/le for all movement ty!es.

Create St"ra1e L"$ati"n A&t"'ati$all0

Materials Management In/entor Management an! Ph sical In/entor Automatic Mo/ements Create Storage Location Automaticall

n this ste! you s!ecify 4hether the automatic creation of stora#e location data

is allo4ed for automatic #oods movements. 'his is advisa/le for #oodsmovements via Shi!!in# or 4hen you !ost !hysical inventory differencesfor e(am!le.

Iou have to allo4 automatic creation !er !lant first of all. Iou then have toe(!licitly allo4 the creation of stora#e location data for each movement ty!e.

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'he default value you s!ecify here is only dis!layed 4hen you enter an inventory

difference 4ithout reference to the corres!ondin# document. *ut you can alsochan#e the default value here.

N"te%Iou only see this field 4hen you enter inventory differences if you have activatedit in the ste! field selection for !hysical inventory.


C0$le C"&ntin1

Materials Management In/entor Management an! Ph sical In/entorPh sical In/entor C cle Counting

n this ste! you com!lete the system settin#s for the !hysical inventory methodof cycle countin# /y definin# the individual cycle countin# indicators for the #iven!lant. 'he cycle countin# indicators are used to #rou! the materials to#ether intoindividual cate#ories.

Re$"''endati"n-ormally the cycle countin# indicators are assi#ned 4hen an A*C analysis is

run. o4ever different indicators can /e defined if necessary.

ActionsDefine the allo4ed cycle countin# indicators in the !lant.

Make the re?uired settin#s for each indicator.

2emem/er that the total of the !ercenta#es must /e 100 if you 4ant to assi#nthe indicator to the individual materials as !art of an A*C analysis.

:or all the !lants & cycle count indicator A * C D has /een created.

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M"3e'ent T0pe-

nder the menu o!tion BMovement ty!es B you com!lete the system settin#s4hich concern movement ty!es in #eneral.

Re$"rd Rea-"n 7"r G""d- M"3e'ent-

Materials Management In/entor Management an! Ph sical In/entorMo/ement ( pes Recor! Reason for Goo!s Mo/ements

n this ste! you can carry out the follo4in# for each movement ty!e+maintain the in!ut status of the 2eason field

store a key that #ives a reason for the movement 6for e(am!le reason forreturn delivery7 and a corres!ondin# te(t. hen you enter a #oodsmovement you can only enter reasons 4hich have /een defined for themovement ty!e here.


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C"p0? C2an1e M"3e'ent T0pe-

Materials Management In/entor Management an! Ph sical In/entorMo/ement ( pes Cop Change Mo/ement ( pes

n this ste! you can

chan#e the settin# of e(istin# movement ty!es

define ne4 movement ty!es

hen you enter a #oods movement you must al4ays enter the movement ty!e.'he movement ty!e has im!ortant control functions in nventory Mana#ement. tis essential for

u!datin# the ?uantity fields

u!datin# the stock and consum!tion accounts

selection of the fields used for enterin# documents

!rintin# #oods recei!t)issue sli!s

At the end of this document a short descri!tion of the movement ty!es defined inthe Standard confi#uration is contained under :urther information.

N"te

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Val&ati"n and A$$"&nt A--i1n'ent

n the main cha!ter entitled B aluation and account determinationB you make theconfi#urations re?uired for the follo4in# areas+

material valuation

link /et4een Materials Mana#ement and :inancial Accountin#

Re &ire'ent-

Iou must have !rocessed the defaults for the material ty!es /efore you canmake your confi#urations for B aluation and account determinationB.

Re$"''endati"n

*efore you !rocess valuation relevant transactions in the SAP 2)% System youshould read the main cha!ter entitled B aluation and account determinationB.

De7ine Pri$e C"ntr"l 7"r Material T0pe-

Materials Management 0aluation an! Account Assignment DefinePrice Control for Material ( pes

'here are t4o ty!es of !rice control in the SAP 2)% System+

movin# avera#e !rice)!eriodic unit !riceS Standard !rice

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:or each material you must s!ecify the !rice control in the material master

record accordin# to 4hich the material is to /e valuated. Iou do so usin# the!rice control indicator.nder the menu o!tion BPrice controlB you can s!ecify for each material ty!ethat 4hen creatin# a material of this material ty!e a certain !rice controlindicator is Pro!osed


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Split Val&ati"n

S!lit valuation ena/les you to valuate su/ stocks of a material in different 4ays6for e(am!le accordin# to e(ternal !rocurement or in house !roduction or /y/atches7.nder the menu o!tion BS!lit valuationB you can determine 4hether and ho4 you4ant to use s!lit valuation at your com!any. A$ti3ate Split 3al&ati"n

Materials Management 0aluation an! Account Assignment Split0aluation Acti/ate Split 0aluation

n this ste! you confi#ure 4hether s!lit valuation is allo4ed at your com!any.f you #enerally allo4 s!lit valuation this does not mean that you must valuateeach material on this /asis. Iou decide 4hether to do so or not for a !articularmaterial 4hen creatin# the material master record.

N"te A lot of effort is re?uired to chan#e this settin# once it has /een made.

A$ti3itie-

Set s!lit valuation.


C"n7i1&re Split Val&ati"n

Materials Management 0aluation an! Account Assignment Split0aluation Configure Split 0aluation

n s!lit valuation you can distin#uish /et4een !artial stocks of a material

accordin# to certain criteria and valuate them se!arately.'he material stock is divided accordin# to valuation cate#ory and valuation ty!e+

'he valuation cate#ory determines ho4 the !artial stocks are divided thatis accordin# to 4hich criteria.

'he valuation ty!e descri/es the characteristics of the individual stocks.

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ith the function BSettin#B you can determine+

4hich valuation cate#ories e(ist in your com!any 6#lo/al cate#ories7

4hich valuation ty!es e(ist in your com!any 6#lo/al ty!es7

4hich valuation ty!es /elon# to 4hich valuation cate#ory

4hich valuation cate#ories e(ist in a valuation area 6local cate#ories7


A$$"&nt Deter'inati"nn this section you make the confi#urations relevant to transactions in nventoryMana#ement 6for e(am!le #oods movements 7 and in nvoice erification 6fore(am!le invoice recei!t for automatic !ostin#s to 3) accounts in :inancial

Accountin# and Cost Accountin#7.

Iou can do this 4ith or 4ithout the 4i$ard or you can use a com/ination of /oth.'he 4i$ard al4ays reads the e(istin# Customi$in# settin#s first. 'hese aredis!layed as default values and form the /asis for further adHustments.

Ca&ti"n

se of the 4i$ard is su/Hect to certain restrictions 4hich are documented underhat is account determinationX and 'echnical notes on the first screen of the4i$ard.

N"te

Iou must make these confi#urations only in conHunction 4ith your :inancial Accountin# de!artment.

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A$$"&nt Deter'inati"n 4it2"&t Hi@ardn this ste! you can make the settin#s for account determination in nventoryMana#ement and nvoice erification. Account determination 4ithout the 4i$ardena/les you to make a more com!le( confi#uration than account determination4ith the 4i$ard /ut re?uires that you are already familiar 4ith the !rinci!le of automatic account determination in the 2)% System. Iou can confi#ure accountdetermination 4ith the 4i$ard in the first instance for e(am!le. 'hen if the4i$ard does not meet your com!anyVs account determination re?uirements youcan 4ork 4ithout it.

Detailed documentation on account determination is contained in the ste!Confi#ure automatic !ostin#s.

De7ine Val&ati"n C"ntr"l

Materials Management 0aluation an! Account Assignment AccountDetermination Account Determination 4ithout 4izar! Define0aluation Control

:or account determination you can #rou! to#ether valuation areas /y activatin#the valuation #rou!in# code. 'his makes the confi#uration of automatic !ostin#smuch easier.

A$ti3itie-

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Set the valuation #rou!in# code.


Gr"&p T"1et2er Val&ati"n Area-

Materials Management 0aluation an! Account Assignment AccountDetermination Account Determination 4ithout 4izar! Group(ogether 0aluation Areas

n this ste! you assi#n valuation areas to a valuation #rou!in# code. 'hevaluation #rou!in# code makes it easier to set automatic account determination.ithin the chart of accounts you assi#n the same valuation #rou!in# code to thevaluation areas you 4ant to assi#n to the same account.

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aluation #rou!in# codes either reflect a fine distinction 4ithin a chart of

accounts or they corres!ond to a chart of accounts. ithin a chart of accountsyou can use the valuation #rou!in# code

to define individual account determination for certain valuation areas6com!any codes or !lants7

E=a'ple%

'he valuation areas 0001 and 000" are assi#ned to com!any codes 4hich usethe same chart of accounts. :or /oth valuation areas ho4ever you 4ould like todefine a different account determination. Iou must assi#n different valuation

#rou!in# codes 6for e(am!le 0011 and 00""7 to /oth valuation areas.to define common account determination for several valuation areas6com!any codes or !lants7

E=a'ple%

aluation areas 000% and 000& are assi#ned to com!any codes 4hich use thesame chart of accounts. Account assi#nment for /oth valuation areas should /esimilar. Iou assi#n the same valuation #rou!in# code 6for e(am!le 00%%7 to /othvaluation areas. 'hus you only have to define account assi#nment for /oth

valuation areas once.Re &ire'ent-

Iou must have activated the valuation #rou!in# code in the ste! Definevaluation control.

Iou must have defined the valuation level in cor!orate structureCustomi$in#.

Iou must have assi#ned each !lant to a com!any code in BCor!orate

structureB Customi$in#. hen assi#nin# your !lants the valuation areasare defined automatically.

Re$"''endati"n

e recommend that you only use a valuation #rou!in# code 4ithin a chart ofaccounts in order to !revent account determination from /ecomin# confusin#.

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:or all the !lants the 0001 has /een used as valuation #rou!in# code.

De7ine Val&ati"n Cla--e-

Materials Management 0aluation an! Account Assignment AccountDetermination Account Determination 4ithout 4izar! Define0aluation Classes

n this ste! you define 4hich valuation classes are allo4ed for a material ty!e.

f a user creates a material he must enter the materialVs valuation class in theaccountin# data. 'he uses your default settin#s to check 4hether the valuationclass is allo4ed for the material ty!e. 'he valuation class is a #rou! of materials4ith the same account determination. f a transaction is to /e !osted to differentaccounts de!endin# on the valuation class create an account determination foreach valuation class in the ste! Create automatic !ostin#s.

'he valuation classes allo4ed de!end on the material ty!e. Several valuationclasses are #enerally allo4ed for one material ty!e. A valuation class can also /eallo4ed for several material ty!es. 'he link /et4een the valuation classes andthe material ty!es is set u! via the account cate#ory reference.

aluation Class determines assi#nment of a material to a #rou! of 3) accounts

ith other factors the valuation class also determines the 3) accounts that areu!dated as a result of a valuation relevant transaction or event such as a #oodsmovement.

'he valuation class makes it !ossi/le to+

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• Post the stock values of materials of the same material ty!e to different

3) accounts• Post the stock values of materials of different material ty!es to the same3) account

ere 4e define 4hich valuation classes are allo4ed for a material ty!e.

f a user creates a material he must enter the materialVs valuation class in theaccountin# data.

'he valuation class is a #rou! of materials 4ith the same account determination.f a transaction is to /e !osted to different accounts de!endin# on the valuation

class create an account determination for each valuation class in the ste!Create automatic !ostin#s.

'he valuation classes allo4ed de!end on the material ty!e. Several valuationclasses are #enerally allo4ed for one material ty!e. A valuation class can also /eallo4ed for several material ty!es.

'he link /et4een the valuation classes and the material ty!es is set u! via theaccount cate#ory reference.

'he account cate#ory reference is a com/ination of valuation classes. Precisely

one account cate#ory reference is assi#ned to a material ty!e .

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A/ove the Materail ty!e is assi#ned to Acc. Cate#ory refernce

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De7ine A$$"&nt Gr"&pin1 7"r M"3e'ent T0pe-

Materials Management 0aluation an! Account Assignment AccountDetermination Account Determination 4ithout 4izar! Define AccountGrouping for Mo/ement ( pes

sin# this function you can assi#n an account #rou!in# to movement ty!es. 'heaccount #rou!in# is a finer su/division of the transaction)event keys for theaccount determination.

E=a'ple

Durin# a #oods movement the offsettin# entry for the inventory !ostin#6transaction 3**7 can /e made to different accounts de!endin# on themovement ty!e+

Movement ty!e Account #rou!in# Account

5,1 nit. entry of stock /al. *SA 1%0,1%

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Standard Settin1-

'he account #rou!in# is !rovided for the follo4in# transactions+ &o!!setting entry !or in%entory posting'

@vervie4 of account #rou!in#s 3**

+ &price di!!erence s '@vervie4 of account #rou!in#s P2D

&consign*ent lia"ilities' @vervie4 of account #rou!in#s =@-

'he account #rou!in# in the stanard system is only active for transaction key3** 6offsettin# entry for inventory !ostin#7.

Re$"''endati"n

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C"n7i1&re A&t"'ati$ P"-tin1-Materials Management 0aluation an! Account Assignment AccountDetermination Account Determination 4ithout 4izar! Configure

Automatic Postings

n this ste! you enter the system settin#s for nventory Mana#ement and nvoiceerification transactions for automatic !ostin#s to 3) accounts. Iou can thencheck your settin#s usin# a simulation function.nder :urther information there is a list of transactions in Materials Mana#ementand their definitions.

hat are automatic !ostin#sX

Postin#s are made to 3) accounts automatically in the case of nvoiceerification and nventory Mana#ement transactions relevant to :inancial andCost Accountin#.

E=a'ple%

Postin# lines are created in the follo4in# accounts in the case of a #oods issuefor a cost center+

Stock account

Consum!tion account

o4 does the system find the relevant accountsX

hen enterin# the #oods movement the user does not have to enter a 3)account since the 2)% System automatically finds the accounts to 4hich !ostin#sare to /e made usin# the follo4in# data+

Chart of accounts of the com!any codef the user enters a com!any code or a !lant 4hen enterin# a transaction the 2)%System determines the chart of accounts 4hich is valid for the com!any code.Iou must define the automatic account determination individually for each chartof accounts.

aluation #rou!in# code of the valuation area

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f the automatic account determination 4ithin a chart of accounts is to run

differently for certain com!any codes or !lants 6valuation areas7 assi#n differentvaluation #rou!in# codes to these valuation areas.Iou must define the automatic account determination individually for everyvaluation #rou!in# code 4ithin a chart of accounts. t a!!lies to all valuationareas 4hich are assi#ned to this valuation #rou!in# code.f the user enters a com!any code or a !lant 4hen enterin# a transaction thesystem determines the valuation area and the valuation #rou!in# code.

'ransaction)event key 6internal !rocessin# key7

Postin# transactions are !redefined for those inventory mana#ement and invoice

verification transactions relevant to accountin#. Postin# records 4hich are#enerali$ed in the value strin# are assi#ned to each relevant movement ty!e ininventory mana#ement and each transaction in invoice verification. 'hesecontain keys for the relevant !ostin# transaction 6for e(am!le inventory !ostin#and consum!tion !ostin#7 instead of actual 3) account num/ers. Iou do nothave to define these transaction keys they are determined automatically fromthe transaction 6invoice verification7 or the movement ty!e 6inventorymana#ement7. All you have to do is assi#n the relevant 3) account to each!ostin# transaction.

Account #rou!in# 6only for offsettin# entries consi#nment lia/ilities and

!rice differences7Since the !ostin# transaction B@ffsettin# entry for inventory !ostin#B is used fordifferent transactions 6for e(am!le #oods issue scra!!in# !hysical inventory74hich are assi#ned to different accounts 6for e(am!le consum!tion accountscra!!in# e(!ense)income from inventory differences7 it is necessary to dividethe !ostin# transaction accordin# to a further key+ account #rou!in# code.

An account #rou!in# is assi#ned to each movement ty!e in inventorymana#ement 4hich uses the !ostin# transaction B@ffsettin# entry for inventory!ostin#B. nder the !ostin# transaction B@ffsettin# entry for inventory !ostin#Byou must assi#n 3) Accounts for every account #rou!in# that is assi#n 3)accounts. f you 4ish to !ost !rice differences to different !rice difference

accounts in the case of #oods recei!ts for !urchase orders #oods recei!ts fororders or other movements you can define different account #rou!in# codes forthe transaction key. sin# the account #rou!in# you can also have differentaccounts for consi#nment lia/ilities and !i!eline lia/ilities.

aluation class of material or 6in case of s!lit valuation7 the valuation ty!e

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'he valuation class allo4s you to define automatic account determination that is

de!endent on the material. for e(am!le+ you !ost a #oods recei!t of a ra4material to a different stock account than if the #oods recei!t 4ere for tradin##oods even thou#h the user enters the same transaction for /oth materials.Iou can achieve this /y assi#nin# different valuation classes to the materials and/y assi#nin# different 3) accounts to the !ostin# transaction for every valuationclass. f you do not 4ant to differentiate accordin# to valuation classes you do nothave to maintain a valuation class for a transaction.

Re &ire'ent-

*efore you maintain automatic !ostin#s you must o/tain the follo4in#

information+aluation level 6!lant or com!any code7

;sta/lish 4hether the materials are valuated at !lant or at com!any code levelhen valuation is at !lant level the valuation area corres!onds to a !lant.hen valuation is at com!any code level the valuation area corres!onds to acom!any code.

Chart of accounts and valuation #rou!in# code !er valuation area

:ind out 4hether the valuation #rou!in# code is active. f it is not active

determine the chart of accounts assi#ned to each valuation area 6via thecom!any code7. f it is active determine the chart of accounts and the valuation#rou!in# code assi#ned to each valuation area.Iou must define a se!arate account determination !rocess for chart of accountsand each valuation #rou!in# code.

aluation class !er material ty!e

f you 4ish to differentiate the account determination !rocess for s!ecifictransactions accordin# to valuation classes find out 4hich valuation classes are!ossi/le for each material ty!e.

Account #rou!in# for offsettin# entries to stock accounts

nder Define account #rou!in# for movement ty!es determine for 4hichmovement ty!es an account #rou!in# is defined for the transaction)event keys33* 6offsettin# entry to stock !ostin#7 =@- 6consi#nment lia/ilities7 and P2D6!rice differences7.

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*elo4 is the list 4hich sho4s the #l accounts assi#ned to various

transaction)event key for !articular valuation class.

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*elo4 is the !rocess of assi#nin# the #l accounts to various transaction)event

key

Dou/le click on the 'rannsaction key in 4hich the #l accoun to /e assi#ned

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ere the 3 accounts are assi#ned to a!!ro!rite valuation class

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future valuation !rices

Standard Settin1-

n the standard system dynamic !rice release is not active.

A$ti3itie-

Activate dynamic !rice release for the relevant valuationareas and save the chan#es.

F&rt2er N"te-

Iou can find further information in the document Actual Costin#)Material ed#erunder Automatic 2elease of Planned Prices.

De7ine D"$&'ent T0pe and N&'/er Ran1e 7"r Pri$eC2an1e

Materials Management 0aluation an! Account Assignment DefineDocument ( pe an! $um.er Range for Price Change

hen a !rice is chan#ed the SAP 2)% System creates a document in :inancial Accountin#. :or this you must define a document ty!e for the !rice chan#e andassi#n it to a num/er ran#e.

Default Settin#sn the standard SAP System the document ty!e BP2B is !reset for !ricechan#es.

-um/er ran#e &8 from &800000000 to &899999999 is assi#ned to thisdocument ty!e for one year.

SAP Re$"''endati"n

SAP recommends that you 4ork 4ith the settin#s defined in the standard system.n this case no action is re?uired on your !art.

A$ti3itie-

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SAP Re$"''endati"nSAP recommends that you 4ork 4ith the settin#s defined in the standard system.n this case no action is re?uired on your !art.

A$ti3itie-

f you 4ant to create document ty!es !roceed as follo4s+

Select B:inancial accountin# document ty!es.Bo Select BDocument ty!es F CreateB.o Define a ne4 document ty!e.o Press ;-';2 to dis!lay the details screen. ;nter a num/er ran#e.o Press :11 to save the document ty!e and then !ress :%.

Select BDoc.ty!esB 6for aluation7.

o ;nter the desired document ty!e for the transactionBDe/.cred.material.B

o Press :11 to save your entry and then !ress :%.

Select Bnum/er ran#esB.o ;nter the com!any code. Press ;-';2 to o/tain a list of the

e(istin# num/er ran#es.o f you 4ant to create a ne4 num/er ran#e select B nsert intervalB.

@ther4ise over4rite the e(istin# limits.o Press :11 to save your entries and then !ress :%.

'he standard settin#s have /een maintained for the system.

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A/ove messa#es are set.

In$"'in1 In3"i$e

n the B ncomin# invoiceB unit you confi#ure the follo4in# activities for the !ostin#of incomin# invoices+

Document ty!es and num/er ran#es

Default values for the ta( code

Su/se?uent de/it)credit indicator

P@ su!!lement texts

Maintain D"$&'ent T0pe- and N&'/er Ran1e-

'he document ty!e 2; is used. 'he reference num/er field is made mandatory.hile doin# M 2@ the /usiness !lace 6 S17 and section code 6 S17 4as mademandatory for all vendor. 'his is done in : related to ithholdin# ta(.

'he 2)% System creates documents in :inancial Accountin# 4hen incomin#invoices are !osted and #rou!s to#ether these documents usin# documentty!es.

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n this ste! you+

Define the document ty!es Assi#n a num/er ran#e to each document ty!e Assi#n document ty!es to the nvoice erification transactions

Standard -ettin1-

n the standard system t4o document ty!es are defined for nvoice erification+

2; for #ross !ostin#2- for net !ostin#

*oth document ty!es are assi#ned to num/er ran#e 4ith the interval8000000000 < 8999999999 for a year. 'he document ty!e 2; is su##ested4hen you call u! nvoice erification.

Re$"''endati"n

SAP recommends that you 4ork 4ith the settin#s defined in the standard system.n this case no action is re?uired on your !art.

A$ti3itie-

Check 4hether you can co!y the default settin#s

Create ne4 document ty!es accordin# to your re?uirements .

o Choose Document ty!e.o Choose -e4 entries to enter the document ty!e and the descri!tion

of the document ty!e.Co hoose 3oto F Details to enter the attri/utes 6such as the num/er

ran#e7 and the document ty!e usa#e.o Save the document ty!e.

Choose -um/er ran#e+ document ty!es in financial accountin#.o ;nter the com!any code for confi#uration.o Choose Chan#e intervals.o Choose nsert interval.o ;nter the follo4 in# information+o -um/er ran#e

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o Iear o nterval limitso f you do not 4ant to s!ecify the num/er assi#nment /ased on a

year enter 9999 in theo BIearB field.o Choose nsert.o Choose Document ty!es+ nvoice erification .

Conventional nvoice erification:or each transaction enter the document ty!e that the system shouldsu##est 4hen the transaction is called u!.

o#istics nvoice erificationhen you !ost an invoice in o#istics nvoice erification one document iscreated in Materials Mana#ement and one or more in :inancial Accountin#. Ioucan #ive the document created in MM an e(ternal document num/er 6seeMaintain num/er ran#es for o#istics nvoice erification7. 'he : documents canonly /e assi#ned num/ers internally. Iou must thereforemake sure that you set u! document ty!es for 4hich num/er ran#es 4ith internalnum/er assi#nment are defined. Iou can confi#ure various document ty!es foro#istics nvoice erification transactions+Choose 3oto F Details

Document ty!e'he :inancial Accountin# document created at the time of !ostin# contains thedocument ty!e set.

Document ty!e revaluation'his determines the document ty!e 4ith 4hich an additional revaluationdocument is !osted for e(am!le 4hen !ostin# to the !revious !eriod.f no VDocument ty!e revaluationV is entered the system uses the document ty!eP2. 6'his is the same as in conventional nvoice erification7

Document ty!e additional document'his defines the document ty!e 4ith 4hich an additional document for !urchaseaccount mana#ement is !osted if !urchase account mana#ement is active 4ithse!arate documents. 6'his function is not su!!orted in conventional nvoiceerification.7f no VDocument ty!e additional documentV has /een entered or if it is the sameas the ori#inal document the system only !osts one document.

Document ty!e invoice reduction

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Maintain De7a&lt Val&e- 7"r Ta= C"de-

Materials Management Logistics In/oice 0erification IncomingIn/oice Maintain Default 0alues for (a) Co!es

n this ste! you define for each com!any code 4hich ta( code6s7 the SAPSystem su##ests 4hen you enter incomin# invoices.

Domestic invoicesIou can define ta( codes for invoices that you receive from 4ithin your o4ncountry.

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nvoices 4ith un!lanned e(!enses

Iou can define ta( codes for invoices 4ith un!lanned e(!enses. 'hese are usedif you !ost to a se!arate account in o#istics nvoice erification

A$ti3itie-Choose the com!any code for 4hich you 4ant to enter the default ta(codes.

;nter the default values.

Save the default values.

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C"n7i1&re !"4 E=$2an1e Rate Di77eren$e- Are Treated

Materials Management Logistics In/oice 0erification IncomingIn/oice Configure 6o% E)change Rate Differences Are (reate!

n this activity you set ho4 e(chan#e rate differences should /e calculated forinvoices in forei#n currencies.

'he e(chan#e rate differences are calculated from the e(chan#e rate atthe time of the #oods recei!t and the e(chan#e rate at the time of theinvoice recei!t.'he e(chan#e rate differences are calculated from the e(chan#e rate atthe time of the invoice recei!t and the assumed e(chan#e rate 4hich isvalid for a s!ecific !eriod of time such as a year or a season.-o e(chan#e rate differences 4ill /e calculated. nstead the differencesfrom e(chan#e rate fluctuations 4ill /e considered !rice differences and!osted to a !rice difference account.

A$ti3itie-

:or each com!any code in the column Act. enter the indicator statin#ho4 the e(chan#e rate differences should /e calculated.f you enter the indicator N for the calculation 4ith assumed e(chan#erate you must also enter an e(chan#e rate ty!e.


Edit PO S&pple'ent Te=t in In3"i$e Veri7i$ati"n

Materials Management Logistics In/oice 0erification IncomingIn/oice E!it PO Supplement (e)t in In/oice 0erification

n this ste! you maintain ho4 the system dis!lays !urchase order su!!lementte(ts 4hen enterin# an incomin# invoice for a !urchase order.

A$ti3itie-

Choose @rder te(t+ #eneral.

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:or each com!any code s!ecify 4hether the accounts !aya/le clerk receives amessa#e if there are notifia/le order te(ts for the !urchase order for 4hich he orshe is enterin# an invoice.

Choose -otifia/le order te(t ty!es.

f a messa#e is defined in @rder te(t+ #eneral you can use -otifia/le orderte(t ty!es to s!ecify for each com!any code the te(t ty!es 6such asheader te(t dates terms of delivery7 for 4hich the accounts !aya/le clerkreceives a messa#e.

Select the com!any code and choose Allocate. Select the te(t ty!es andCo!y them.

Saves your entries.


A$ti3ate Dire$t P"-tin1- t" G*L A$$"&nt- and Material A$$"&nt-

Materials Management Logistics In/oice 0erification IncomingIn/oice Acti/ate Direct Postings to G*L Accounts an! Material Accounts

t 4as activated for S .

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n this ste! you confi#ure 4hether you can make !ostin#s to 3) accounts and

material accounts durin# invoice entry and document !arkin#.

Set C2e$5 7"r D&pli$ate In3"i$e-

Materials Management Logistics In/oice 0erification IncomingIn/oice Set Chec+ for Duplicate In/oices

Dou/le check 4as activated for the com!any code S1.

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n this ste! you can confi#ure for each com!any code if the system is to check

for du!licate invoices 4hen you enter invoices. 'his check should !reventincomin# invoices /ein# accidentally entered and !aid more than once.Iou can choose 4hether to activate or deactivate the check criteria of com!anycode reference document num/er and invoice date for each com!any code. 'hemore criteria that you activate the lo4er the !ro/a/ility of the system findin# adu!licate invoice. 'he Accountin# documents are checked first follo4ed /ydocuments from o#istics nvoice erification 6only incorrect invoices or thoseentered for verification in the /ack#round7.hen checkin# du!licate invoices the system com!ares the follo4in# attri/utesin the standard system+

endor Currency Com!any Code3ross invoice amount 2eference document num/ernvoice date f the system finds an invoice that matches all attri/utes thesystem dis!lays a customi$a/le messa#e.

2e?uirements'he system only checks for du!licate invoices in Materials Mana#ement if yous!ecify a reference document num/er 4hen enterin# the invoice. n Customi$in#6 M37 for nvoice erification you can s!ecify that the system check the follo4in#attri/utes

2eference document num/er nvoice dateCom!any code

*ecause there are fe4er attri/utes to check it is more likely that the system 4illfind a du!licate invoice.

Standard Settings All check criteria are activated in the standard system.

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In3"i$e 6l"$5

n the B nvoice *lockB unit you can confi#ure the settin#s for /lockin# invoices.

'his includes the follo4in# functions+Determine Payment *lockSet 'olerance imitstem Amount CheckStochastic *lock

Set T"leran$e Li'it-

Materials Management Logistics In/oice 0erification In/oice 'loc+Set (olerance Limits

n this ste! you s!ecify the tolerance limits for each tolerance key for eachcom!any code. hen !rocessin# an invoice the 2)% System checks each itemfor variances /et4een the invoice and the !urchase order or #oods recei!t. 'hedifferent ty!es of variances are defined in tolerance keys.

'he system uses the follo4in# tolerance keys to check for variances+

A-+ Amount for item 4ithout order referencef you activate the item amount check the system checks every line item in aninvoice 4ith no order reference a#ainst the a/solute u!!er limit defined.

AP+ Amount for item 4ith order referencef you activate the item amount check the system checks s!ecific line items in aninvoice 4ith order reference a#ainst the a/solute u!!er limit defined. hich

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invoice items are checked de!ends on ho4 you confi#ure the item amount

check.*D+ :orm small differences automatically

'he system checks the /alance of the invoice a#ainst the a/solute u!!er limitdefined. f the u!!er limit is not e(ceeded the system automatically creates a!ostin# line called ;(!ense) ncome from Small Differences makin# the /alance$ero and allo4in# the system to !ost the document.

*2+ Percenta#e @P n variance 6 2 /efore 327'he system calculates the !ercenta#e variance /et4een the follo4in# ratios+?uantity invoiced in order !rice ?uantity units + ?uantity invoiced in order units

and ?uantity ordered in order !rice ?uantity units + ?uantity ordered in order units.'he system com!ares the variance 4ith the u!!er and lo4er !ercenta#etolerance limits.

* + Percenta#e @P n variance 632 /efore 27'he system calculates the !ercenta#e variance /et4een the follo4in# ratios+?uantity invoiced in order !rice ?uantity units+ ?uantity invoiced in order units and#oods recei!t ?uantity in order !rice ?uantity units + #oods recei!t ?uantity inorder units. 'he system com!ares the variance 4ith the u!!er and lo4er!ercenta#e limits defined.

D>+ ;(ceed amount+ ?uantity variancef a #oods recei!t has /een defined for an order item and a #oods recei!t hasalready /een !osted the system multi!lies the net order !rice /y 6?uantityinvoiced 6total ?uantity delivered total ?uantity invoiced77. f no #oods recei!thas /een defined the system multi!lies the net order !rice /y 6?uantity invoiced 6?uantity ordered total ?uantity invoiced77. 'he system com!ares the outcome4ith the a/solute u!!er and lo4er limits defined. 'his allo4s relatively hi#h?uantity variances for invoice items for small amounts /ut only small ?uantityvariances for invoice items for lar#er amounts. Iou can also confi#ure!ercenta#e limits for the ?uantity variance check. n this case the systemcalculates the !ercenta#e variance from the e(!ected ?uantity irres!ective of the

order !rice and com!ares the outcome 4ith the !ercenta#e limits confi#ured.'he system also carries out a ?uantity variance check for !lanned delivery costs.

D + >uantity variance 4hen 32 ?uantity L $erof a #oods recei!t is defined for an order item /ut none has as yet /een !ostedthe system multi!lies the net order !rice /y 6?uantity invoiced Q total ?uantityinvoiced so far7. 'he system then com!ares the outcome 4ith the a/solute u!!ertolerance limit defined. f you have not maintained tolerance key D for your

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com!any code the system /locks an invoice for 4hich no #oods recei!t has

/een !osted yet. f you 4ant to !revent this /lock then set the tolerance limits foryour com!any code for tolerance key * to Do not check.

= + ariance from condition value'he system calculates the amount /y 4hich each delivery costs item varies fromthe !roduct of ?uantity invoiced W !lanned delivery costs) !lanned ?uantity. tcom!ares the variance 4ith the u!!er and lo4er limits defined 6a/solute limitsand !ercenta#e limits7.

A+ Amount of /lanket !urchase order 'he system calculates the sum of the value invoiced so far for the order item and

the value of the current invoice and com!ares it 4ith the value limit of the!urchase order. t then com!ares the difference 4ith the u!!er !ercenta#e anda/solute tolerances defined.

D+ *lanket !urchase order time limit e(ceeded'he system determines the num/er of days /y 4hich the invoice is outside the!lanned time interval. f the !ostin# date of the invoice is /efore the validity!eriod the system calculates the num/er of days /et4een the !ostin# date andthe start of the validity !eriod. f the !ostin# date of the invoice is after the validity!eriod the system calculates the num/er of days /et4een the !ostin# date andthe end of the validity !eriod. 'he system com!ares the num/er of

days 4ith the 4ith the a/solute u!!er limit defined.PP+ Price variance

'he system determines /y ho4 much each invoice item varies from the !roductof ?uantity invoiced order !rice. t then com!ares the variance 4ith the u!!er andlo4er limits defined 6a/solute limits and !ercenta#e limits7. hen !ostin# asu/se?uent de/it)credit the system first checks if a !rice check has /een definefor su/se?uent de/its)credits. f so the system calculates the difference /et4een6value of su/se?uent de/it)credit Q value invoiced so far7 ) ?uantity invoiced sofar W ?uantity to /e de/ited)credited and the !roduct of the ?uantity to /ede/ited)credited W order !rice and com!ares this 4ith the u!!er and lo4er

tolerance limits 6a/solute limits and !ercenta#e limits7.

PS+ Price variance+ estimated !ricef the !rice in an order item is marked as an estimated !rice for this item thesystem calculates the difference /et4een the invoice value and the !roduct of?uantity invoiced W order !rice and com!ares the variance 4ith the u!!er andlo4er tolerance limits defined 6a/solute limits and !ercenta#e limits7.

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hen !ostin# a su/se?uent de/it)credit the system first checks 4hether a !rice

check has /een defined for su/se?uent de/its)credits f so the systemcalculates the difference /et4een 6value of su/se?uent de/it)credit Q valueinvoiced so far7 ) ?uantity invoiced so far W ?uantity to /e de/ited)credited and the!roduct ?uantity to /e de/ited)credited W order !rice. t then com!ares thevariance 4ith the u!!er and lo4er tolerance limits defined 6a/solute limits and!ercenta#e limits7.

S'+ Date variance 6value ( days7'he system calculates for each item the !roduct of amount W 6scheduled deliverydate < date invoice entered7 and com!ares this !roduct 4ith the a/solute u!!erlimit defined. 'his allo4s relatively hi#h schedule variances for invoice items for

small amounts /ut only small schedule variances for invoice items for lar#eamounts.

P+ Movin# avera#e !rice variancehen a stock !ostin# line is created as a result of an invoice item the systemcalculates the ne4 movin# avera#e !rice that results from the !ostin#. tcom!ares the !ercenta#e variance of the ne4 movin# avera#e !rice to the old!rice usin# the !ercenta#e tolerance limits defined.ariances are allo4ed 4ithin !redefined tolerance limits. f a variance e(ceeds atolerance limit ho4ever the system issues a messa#e informin# the user. f an

u!!er limit 6e(ce!t 4ith *D and P7 is e(ceeded the invoice is /locked for!ayment 4hen you !ost it. Iou must then release the invoice in a se!arate ste!.f the tolerance limit for *D is /reached the system cannot !ost the invoice. -otethat if you set all limits for a tolerance key to Do not check the system does notcheck that tolerance limit. 'herefore any variance 4ould /e acce!ted. 'his doesnot make sense !articularly in the case of the tolerance key :orm smalldifferences automatically.

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8/13/2019 Uisl Config Mm 6[1].0


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Uisl Config Mm 6[1].0

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