h83_bpp_en_us

SAP ECC 6.00

December 2006

English

H83: Make-to-Stock (MTS) Production with External Processing and Serial Numbers

SAP AGDietmar-Hopp.Allee. 1669190 Walldorf

Scenario Business Process Procedures

Germany

© SAP AG of 63

SAP Best Practices H83: MTS Production w. Ext. Proc. and Serial No.

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Contents1 H83: Make-to-Stock (MTS) Production with External Processing and Serial Numbers................6

1.1 Purpose................................................................................................................................. 6

1.2 Process Flow......................................................................................................................... 6

1.3 Organizational and Master Data............................................................................................8

Preliminary Steps............................................................................................................................. 9

1.3.1 Uploading the Evaluation Role.......................................................................................9

2 Business Process Procedure.....................................................................................................10

2.1 Controlling........................................................................................................................... 10

2.1.1 Costing Run................................................................................................................. 10

3 Anonymous Forecast and MRP..................................................................................................14

3.1.1 Creating Planned Independent Requirements.............................................................14

3.1.2 Material Requirements Planning at Plant Level............................................................15

3.1.3 Evaluation of the Stock/Requirement List.....................................................................16

3.2 Creating Initial Stock for Raw Materials...............................................................................17

3.3 Make-to-Stock Production with QM Inspection on Receipt for External Processing............18

3.3.1 In-House Production of Assemblies / Parts Production................................................18

3.3.2 Releasing Production Orders for Parts Production.......................................................19

3.3.3 Confirming and Withdrawing Raw Material..................................................................20

3.3.4 Creating Purchase Order for External Processing (Service / No Material Provision). . .21

3.3.5 Posting the Goods Receipt for the Subcontract Order with QM Inspection Lot............22

3.3.6 Quality Management Processing.................................................................................23

3.3.6.1 Recording the Results of the Quality Inspection...................................................23

3.3.6.2 Recording Usage Decision....................................................................................24

3.3.7 Confirming Production for Semi-finished Products.......................................................24

3.4 Procurement and Consumption of Consigned Inventory.....................................................25

3.4.1 Displaying Stock/Requirements Situation.....................................................................26

3.4.2 Posting Goods Receipt.................................................................................................27

3.4.3 Transfer Posting for Vendor Consigned Stock.............................................................27

3.5 Final Assembly.................................................................................................................... 28

3.5.1 Alternative 1: Final Assembly with Internal Production.................................................28

3.5.1.1 Creating Production Orders..................................................................................28

3.5.1.2 Releasing Assembly Orders..................................................................................29

3.5.1.3 Checking Serial Numbers in Production Order.....................................................31

3.5.1.4 Picking Components.............................................................................................31

3.5.1.5 Confirming Assembly Activities.............................................................................32

3.5.1.6 Start of Assembly by Worker.................................................................................32

3.5.1.7 Completion of Assembly by Worker......................................................................33

3.5.1.8 Posting Goods Receipt for Production Order with Serial Number Assignment.....34

3.5.1.9 Confirmation of the Production after Goods Receipt Posting................................34

3.5.2 Alternative 2: Final Assembly with External Processing (Material Provision by Outbound Delivery).....................................................................................................................35

3.5.2.1 Creating Production Orders..................................................................................35

3.5.2.2 Releasing Assembly Orders..................................................................................37

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3.5.2.3 Checking Serial Numbers in Production Order.....................................................38

3.5.2.4 Creating Subcontracting Purchase Order.............................................................39

3.5.2.5 Generating Delivery of Provided Material..............................................................39

3.5.2.6 Picking and Goods Issue Posting for the Material Provided..................................41

3.5.2.7 Posting the Goods Receipt for the Subcontract Order..........................................41

3.5.2.8 Displaying the Material Document.........................................................................42

3.5.2.9 Confirming the Assembly Activities.......................................................................43

3.5.2.10 Start of Assembly by Worker.................................................................................43

3.5.2.11 End of Assembly by Worker..................................................................................43

3.5.2.12 Posting the Goods Receipt for the Production Order with Serial Number Assignment............................................................................................................................. 44

3.5.2.13 Confirmation of the Production after Goods Receipt Posting................................45

3.6 Customer Order Processing................................................................................................46

3.6.1 Creating Customer Order.............................................................................................46

3.6.2 Checking Complete Planning for the Ordered Material................................................47

3.6.3 Creating Outbound Delivery.........................................................................................47

3.6.4 Picking and Assign Serial Number...............................................................................48

3.6.5 Posting Goods Issue....................................................................................................48

3.6.6 Creating Billing Document............................................................................................49

3.6.7 Displaying Customer Line Items...................................................................................49

3.7 Optional Steps: Preventive Maintenance of Production Resources / Tools (PRT)..............50

3.7.1 Displaying Master data.................................................................................................50

3.7.2 Scheduling a Maintenance Plan for the first time.........................................................53

3.7.3 Generation and Confirmation of a Production Order for H83-1040..............................54

3.7.4 Confirming partial quantity of production order.............................................................55

3.7.5 Check measuring point of PRT 27000000....................................................................56

3.7.6 Second confirmation of partial quantity of production order.........................................57

3.7.7 Automatic Creation of Maintenance Order...................................................................57

3.7.8 Locking the PRT...........................................................................................................58

3.7.9 Creating second production order................................................................................58

3.7.10 Confirming the maintenance order...............................................................................59

3.7.11 Displaying the PM maintenance order..........................................................................60

3.7.12 Releasing the PRT.......................................................................................................60

3.7.13 Releasing the second production order........................................................................61

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1 H83: Make-to-Stock (MTS) Production with External Processing and Serial Numbers

1.1 PurposeThe scenario Make-to-Stock (MTS) Production with External Processing and Serial Numbers focuses on:

Sales-order-independent production using MTS (Make-to-stock) production / production order processing.

Planned independent requirements

Production triggered by a production plan

Make-to-stock production with external processing and provision of material

Forecast consumption by means of customer requirements (customer orders) within a time frame of 40 days in the past and 20 days in the future.

Optional Enhancement: Preventive Maintenance for a Production Resource Tool (PRT)

The product manufactured anonymously and delivered to the warehouse is an interface card (for different types of telephone computers ordered by different OEMs) that can be assembled both in-house and externally. You use the Subcontracting with Material Provision process for external assembly.

1.2 Process Flow Planned Independent Requirements Creation

The process starts with the creation of planned independent requirements.

Planned Independent Requirements Processing

After creating the planned independent requirements a forecast based on sales figures over a period of 12 months is available. The planned figures are divided into monthly values. Revolving planning on a monthly basis is used. Sales orders are covered by the production orders resulting from the forecast, or by existing stocks.

You can use the forecast to plan the long-term requirements for the assemblies produced internally and the purchased parts. As part of material requirements planning using the net change method, the planned independent requirements are exploded across the entire BOM structure. As a result, the system also determines dependent requirements for purchased parts and raw materials.

Material Requirements Planning (MRP)

The daily MRP run generates replenishment elements at each low-level code. The system automatically generates purchase requisitions for purchased parts within the 3-month opening period for the planned order. The system uses planned orders to implement receipt elements that are also required.

In general, the system also creates planned orders for parts that will be produced internally. When the planned opening date has been reached, these planned orders are converted to production orders by the production planner. As a result, the system reserves all of the required components. In the material master for all of the interface cards in this series, the planned opening date is set to 5 days.

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Some raw materials (for example, Panel H83-1045 and Resistor H83-1060) are planned on a consumption basis. Because these parts are required for a variety of other boards and cards, large quantities of this material are to be stored in the warehouse. Replenishment orders are triggered as soon as a specified reorder point is reached. The stock issues are backflushed when the Turn activity is confirmed. The service stock material (for example, Hexagon Head Screw H83-1010) is also planned on a consumption basis.

Make-to-stock production with receiving QM inspection for external processing

The production planner releases the production orders created on the release date, and simultaneously prints the shop floor papers (job ticket, time ticket, component list). Production orders with missing parts are not usually released by the production planner. However, in exceptional cases, the production planner can also send orders with missing parts to production. The warehouseman picks the production order in the parts warehouse, and uses the pick list to book out the components managed in the temporary warehouse for each order. The consumable material (Hexagon Head Screw) are managed in service stocks at the work center

One operation of the production order (on component level) is executed regularly by an external subcontractor. An outline agreement (value contract) exists for this external service. The subcontractor receives the work in process (WIP) without provision of other raw materials. The purchase order for the external service assigned to the production order refers to the value contract. After the external processing, the goods receipt is posted and a QM inspection lot is created for the incoming WIP (no stock relevance).

If the usage decision is positive, the production order can be continued.

Final assembly, with optional external processing

If capacity bottlenecks occur, the board assembly of interface card H83-1000 is assigned to a subcontractor. For the external assembly, external processing with materials allocation is used. All of the materials required for assembly are provided for the subcontractor. The final inspection again takes place in-house.

The worker confirms the assembly activities using time events. In other words, the system reports the times at which assembly is started, interrupted, and completed. This means that you can always check the current production status.

The goods receipt department posts the receipt of the completed interface cards once the warehouseman has made a quality inspection.

Procurement with consignment

In consignment processing, the vendor provides materials and stores them on your premises. The vendor remains the legal owner of the material until you withdraw materials from the consignment stores. Only then does the vendor require payment. The invoice is due at set periods of time, for example, monthly. In addition, you can also arrange with the vendor that you take over ownership of the remaining consignment material after a certain period of time.

The daily MRP run creates purchase requisitions with item category ‘K’ for parts that are to be produced on a consignment basis.

Sales order processing with availability check

The system checks the incoming sales orders to determine whether the components are available. When doing so, both the available warehouse stock and the receipts from forecast planning are taken into account. Therefore, the system calculates the confirmed delivery date from the receipt date of the next (still unplanned) planned or production order. If a suitable receipt element is found, the sales order receives a confirmation date, and the order confirmation can be printed out. At the same time, the system compares the forecast details with the specific customer requirements. First of all, the system checks 40 days in the past, and then 20 days in the future to determine whether a planned independent requirement has still not been allocated.

Delivery and billing

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When the material staging date is reached, the sales order is delivered. For this purpose, the warehouseman first of all carries out picking for all of the sales orders that are pending delivery. The goods issue department posts the goods issue once the picking has been completed.

The system then creates the billing document as part of the collective processing run. This is the final step in the procedure and results in an open item for the customer in mySAP Financial Accounting.

Optional: Preventive Maintenance for Production Resource Tools (PRT)

A PRT is regulary used in production orders for the circuit board H83-1040. To ensure the quality and the steadiness, the use of the PRT is documented via measuring points of the PM modul. The maintenance interval of a PRT is fixed in a maintenance plan. The scheduling of a maintenance plan creates preventive maintenance orders for the PRT.

1.3 Organizational and Master DataThe following organizational and master data is required in the scenario:

Field name Value Description

Controlling area BP01 Best Practices

Company Code BP01 Company Code BP01

Plant BP01 Production Plant BP01

Sales organization BP01 Sales Org. BP01

Distribution channel 01 Direct Sales

Division 01 Product Division 01

Purchase organization BP01 Purchase Org. BP01

Material H83-1000 Interface Card V24/2 HC 150 E

Scheduling Agreement 5600000100 Vendor consignment for H83-1050

Value Contract 4400000000 External processing for H83-1040

Purchasing info rec. 55000000XX External processing for H83-1000(number is automatically assigned by system)

Vendor H8300 Vendor MTS Ext. Proc. Fin. Prod.

Vendor H8340 Vendor MTS Ext. Proc. Semif. Prod.

Vendor H8350 Vendor MTS Consignment

Customer H8390 Customer MTS

Data for Preventive Maintenance (optional)

Equipment 27000000 PRT for H83-1040

Maintenance Plan 600027000000

The diagram below outlines the material BOM structure in this scenario:

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SAP AG 2004

H83-1045Panel

ROH

VB

H83-1000Interface Card

V24/2 HC 150 E

HALB

PD

H83-1010Hexagon Head

Screw

ROH

VB

H83-1020IC

LogicMAX884

ROH

PD

H83-1030Transformer

ROH

PD

H83-1040Circuit Board

PCB 2L 8B 7.6

HALB

PD

H83-1050Connector

SUB-D2

ROH

PD

H83-1060Resistor

RES0805MS392RF

ROH

VB

EP1

EP1External Processing with Material Provision and Outbound Delivery

EP2External Processing (Service / No material provison) with QM receiving Inspection

EP2 CP

Serial Number ManagementSN

Consignment ProcessingCP

SN

MTS-Production w. External Processing and Serial Numbers Product Structure

PM

PM PP/PM Interface

Preliminary Steps

1.3.1 Uploading the Evaluation Role

UseBefore you can begin performing the steps described in the Business Process Procedure, you must upload the evaluation role for this scenario and assign it to your user. An evaluation role enables you to comfortably access all transactions required for the business application testing.

You must install an evaluation role for each scenario. The following role is available:

Technical name Description File name for upload

/SMB50/H83_05U H83: Make-to-Stock (MTS) Production with External Processing and Serial Numbers

_SMB50_H83_05U.SAP

ProcedureFor more information about uploading the evaluation role to the system and working with roles, see to the Essential Information building block.

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2 Business Process Procedure

2.1 Controlling

2.1.1 Costing Run

UseThe costing run allows you to cost multiple materials at the same time. It is used to cost materials based on planning data.

You can use the costing run to process mass data, which will calculate prices for the selected materials. Also in the costing run, the price update consists of two steps:

marking the price computed

releasing it

The prices for the material are then updated in the material master records as the standard price that is used to valuate goods movements within the company.

PrerequisitesMaterials, BOM, routing, work centers, costing variant must have been created.

Procedure1. Access the activity using one of the following navigation options:

SAP role menu Preliminary Steps → Edit Costing Run

Transaction code CK40N

2. On the Edit Costing Run screen, make the following entries.

Field name Description User action and values Comment

Costing run Key that identifies the costing run

Enter costing run key (e.g. 01_2005)

Costing run date

Current date

3. Choose Create Costing run (F5).

4. On the Create Costing Run screen, make the following entries:


Description Text that identifies the costing run

Enter text describing costing run key. (For example, costing run Jan. 2005, legal valuation)

Costing variant

YPC1

Costing version

01

Controlling Area

BP01

Company Code

BP01

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Transfer Control

Adopted automatically from costing variant

Server Group

5. Choose Enter.

6. On the Dates tab, enter today’s date in the Costing Date from field. The system default values for the Costing date to, Qty Structure date and Valuation Date fields should be used.

7. Save your entries.

8. In the Create Cost Estimate section, choose Change Parameter in the Parameter column of the Selection row.

9. Make the following entries:

Field name Description User action and values

Comment

Material Selection of single materials or an interval of materials

Enter the material H83-1000

If you have already created and released a cost estimate for one of these materials in the current period, e.g. while running another scenario; exclude the material here to prevent error messages during costing run processing.

Low-level code

Material type

Plant BP01

Select configured materials only

Deselect

Always recost material

Deselect

Background processing

Deselect

Print log Deselect

10. Save your entries and choose Back.

11. Choose Execute in the row of Selection.

12. In the Create Cost Estimate section, choose Change Parameter that is located in the Parameter column of the Struct. Explosion row.



Background processing Deselect

Print log Deselect


15. Choose Execute in the row of Struct. Explosion.

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16. In the Create Cost Estimate section, choose Change Parameter, located in the Parameter column of the Costing row.



Comment

Cost Ests with errors only

Set the indicator if you have already executed the costing run once and now want to rerun only those cost estimates with errors

Deselect

Log by costing level

Set the indicator to generate a separate log for each costing level.

Deselect

Parallel processing

Deselect


Deselect

Print log Deselect


19. Choose Execute in the Costing row.

20. In the Create Cost Estimate section, choose Change Parameter in the Parameter column of the Analysis row.



Comment

Variant catalog for program RKKBKAL2

The program provides different list variants for the analysis

Select SAP&11 and choose Enter.

Costing run Select your costing run

Costing date Select your costing date


23. Choose Execute in Analysis row and then choose Back.

24. Confirm the Leave list dialog box.

25. Check the lock on the Edit Costing Run screen in the row Marking. If the lock is closed follow the next steps as described.

26. If the lock is open , continue with step 33.

27. On the Edit Costing Run screen, choose the button in the column Authorization, line Marking.

28. On the Price Update: Organizational Measures screen, make the following entries:


Posting Period (current period)

Fiscal Year (current year)

29. Choose Enter.

30. Double-click the company code BP01, and select the costing variant YPC1.

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32. Choose Enter and then choose Back.

33. In the Create Cost Estimate section, choose Change Parameter that is located in the Parameter column of the Marking row.



Comment

Test Run Set this flag if you first want to have a test of the marking without change any thing in the material master

Deselect

With list output Select

Parallel processing

Deselect


Deselect


36. Choose Execute in the Marking row. On the Price update: mark standard price screen, you get a list of you materials that are now marked for the price update.

37. Choose Back.

38. In the Create Cost Estimate section, choose Change Parameter that is located in the Parameter column of the Release row.



Comment

Test Run Set this flag if you first want to have a test of the marking without change any thing in the material master

Deselect

With list output

Select

Parallel processing

Deselect


Deselect


41. Choose Execute in the Release row. On the Price update: release standard price screen, you get a list of your materials that are now released.

42. Choose Back four times to the SAP Easy Access screen.

ResultThe calculated standard price is used to valuate goods movements within the valuation area. The marking of the calculated price changes the field Planned price in the future on the material master view Costing 2. The releasing of the calculated price changes the field Current planned price on the material master view Costing 2 and the valuation of the material master. If a released material cost estimate exists for the material master in the current period, it is not possible to release a new cost estimate for the current period.

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3 Anonymous Forecast and MRP3.1.1 Creating Planned Independent Requirements

UsePlanned independent requirements are used to perform demand management functions. A planned independent requirement contains one planned quantity and one date, or a number of planned independent requirements schedule lines – for example, one planned quantity split over time according to dates.

Instead of creating single requirement, sometimes a requirements plan that includes one or more planned independent requirements can be maintained for mass processing. In this case, the requirements are grouped and maintained under a requirement plan number.


SAP role menuAnonymous Forecast and MRP → Create Planned Indep. Requirements

Transaction code

MD61

2. On the Create Planned Independent Requirement: Initial Screen, enter the following data:

Field name Description User Action and Values Comment

Planned Independent Requirements for

Material H83-1000 You must select the radio button

Plant BP01

Selection parameters

Version 00

Planning horizon

FromChange system default if necessary.

To

Planning period

Week W

3. Confirm your entries with Enter.

4. On the Plnd ind. reqmts Create: Planning Table screen, enter the quantity of the independent requirements for a particular point in time or over a specific period of time for the material. (For example, set planned quantity 100 for each time interval).

5. Confirm with Enter.

6. Save your data and choose Back to return to the SAP Easy Access screen.

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3.1.2 Material Requirements Planning at Plant Level

UseThe aim of material requirements planning is to tailor available capacities and receipts on time to suit requirements quantities. You can use MRP or consumption-based planning for this purpose. Single-item multi-level requirement planning is performed for plant BP01.

Prerequisites The finished product H83-1000 (Interface Card) is planned at plant level. A requirement now existsfor the material H83-1000 in plant BP01.


SAP role menu Anonymous Forecast and MRP → MRP - Single-item, Multi-level -

Transaction code MD02

2. On the Single-Item, Multi-Level screen, make the following entries:


Material H83-1000

Plant BP01

Scope of planning

Product group

MRP control parameters

Processing key NETCH

Create purchase req. 1 (Purchase requisitions)

Delivery schedules 3 (Schedule lines)

Create MRP list 1 (MRP list)

Planning mode 3 (Delete and recreate planning data)

Scheduling 2 (Lead time scheduling and capacity planning)

Process control parameters

Also plan unchanged components

(remove indicator)

Display results before they are saved

(remove indicator)

Display material list (remove indicator)

Simulation mode (remove indicator)


4. Confirm the information message Please check input parameters.

5. Choose Back twice to access the SAP Easy Access screen.

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3.1.3 Evaluation of the Stock/Requirement List

UseAfter the requirements planning has been performed you want to display the stock/requirements situation for the material H83-1000 (Interface Card) in the stock/requirements list.

Prerequisites The requirements planning has been performed.


SAP role menu Anonymous Forecast and MRP → Display Stock/Requirements Situation

Transaction code

MD04

2. On the Stock/Requirements List: Initial Screen, enter the following data:


Material H83-1000

Plant BP01


4. From the menu, choose Environment Total reqmts display. The system displays all the planned independent requirements for the material and the corresponding allocation status. All sales orders are listed, regardless of allocation status.

5. Choose Back to return to the Stock/Requirements List: Initial Screen.

6. Display the Stock/Requirements List as of <o’clock> Hrs screen again for the following materials:


Material H83-1020

Plant BP01


Material H83-1050

Plant BP01


Material H83-1045

Plant BP01

7. Choose Back twice to return to the SAP Easy Access screen.

Result The BOM explosion during the MRP run has generated dependent requirements for the demand-driven planned components. Dependent requirements for the consumption-based components are only generated by production orders at the time of reservation. This is why no dependent

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requirements have been generated for material H83-1045 (Panel) that is allocated to the third low-level code. This material is delivered in plates. According to the board size each plate is punched in several pieces. The stock is handled in pieces (plate = piece), the requirement planning is performed in CM2.

3.2 Creating Initial Stock for Raw Materials In the real business cases, the raw materials are usually purchased from external vendors that can be covered by the standard purchasing processing. The purchasing department has the following tasks to fulfill:

Conversion of planned orders to purchase requisitions

Creation of a purchase order

Goods receipt for the purchase order

In this scenario, we have replaced these processes with stocktaking.

UseThis activity will describe the process of increase stock by creating initial goods receipt.


SAP role menu Creating Initial Stock → Other Goods Receipts

Transaction code MB1C

2. On the Enter Other Goods Receipt: Initial screen, make the following entries:


Movement Type 561

Plant BP01

Storage Location 0004


4. On the Enter Other Goods Receipt: New Items screen, make the following entries:


Material H83-1010

H83-1020

H83-1030

H83-1045

H83-1060

Quantity 5000 For each material

5. Choose Save. The following message displays: Document 490000xxxx posted.

6. Go back to the SAP Easy Access screen by choosing Cancel.

Result Initial goods receipt for raw materials is posted and the stock is increased.

To check the stock overview, run transaction MMBE. The raw material is available in storage location 0004 in plant BP01.

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3.3 Make-to-Stock Production with QM Inspection on Receipt for External Processing

3.3.1 In-House Production of Assemblies / Parts Production

UseThe daily MRP run creates planned orders for parts that are to be produced internally. When the planned opening date is reached, these are converted to production orders.

PrerequisitesAn outline agreement (value contract) is created for external processing of the material H83-1040. The routing of material H83-1040 contains an operation for external processing (control key PP02). The data for external processing in the operation are maintained with the number of the outline agreement and the QM inspection type 0130. The QM view of master of H83-1040 is also maintained with inspection type 0130. An inspection plan for material H83-1040 exists with an inspection characteristic for the receipt inspection.

The MRP run has generated a planned order for material circuit board H83-1040.


SAP role menu MTS Production with QM Inspection on Receipt for External Processing → Display Stock/Requirements Situation

Transaction code

MD04

2. On the Stock/Requirement List: Initial Screen, enter the following data:


Material H83-1040

Plant BP01


4. Double-click the MRP element PldOrd.

The planned order contains three dates: The order finish date, order start date, and the planned opening date. If the planned opening date has been reached, the planned order is converted to a production order. The planned opening date is determined through the scheduling margin key of the material master.

5. Choose Convert planned order to production order.

6. You are now in the production order. A routing and BOM are exploded by the system with the production order type YHM1. You must check the settlement rule determined. To do this, from the Header menu, choose Settlement rule. The production order is settled to material H83-1040.

7. Choose Back to return to the Production order Create: Header screen.

8. Save the production order and make a note of the production order number ______________.

9. On the Stock/Requirements List as of <o’clock> Hrs screen, choose Refresh (F6). Instead of the entry PldOrd, the entry PrdOrd (production order) you have just created is now displayed in the MRP element column.

10. Choose Exit to return to the SAP Easy Access screen.

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Result A production order has been created.

3.3.2 Releasing Production Orders for Parts Production

UseRelease at order header level releases the order and all its operations. The order and the operations receive the status REL (released). You can release a production order in create and change modes.

PrerequisitesThe production order created by the MRP controller has been assigned a release date in accordance with the scheduling margin key. The production scheduler selects all the created production orders with a release date and releases all relevant production orders using mass processing.


SAP role menu MTS Production with QM Inspection on Receipt for External Processing → Release Production Orders

Transaction code

CO05N

2. On the Release Production Orders screen, enter the following data:


List Order Headers

Selection

Material H83-1040

Order type YHM1

Select. at operation level

Plant BP01

Sys. Status CRTD

3. On the Mass processing -Release tab, in the Function parameter area, select Order release.

4. Confirm your entries with Enter and choose Execute (F8) to execute the report.

5. Make a note of the total order quantity ________________________.

6. Select the production orders and choose Mass Processing (Ctrl + F8) → Execute (F8) to execute Mass processing.

.

Shop floor papers are printed automatically when the production orders are released. Choose Display Object. To see an overview of lists to be printed and the spool settings, on the production order display screen, choose Order Settings List control. Alternately, you can check the papers created by the production order using transaction SP01.

7. The system status of the order has changed from CRTD (created) to REL (released). Select your production order and choose Change Object.

8. Choose Operation Overview (F5).

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9. Choose Select All, followed by Op. details.

10. Make a note of the confirmation number (Confirmation) for each operation.

Confirmation numbers: _____ _____ _____

11. Choose Back to return to the Production order Change: Header screen.

12. To perform a material availability check, choose Check Material Availability. If no components are missing, the status changes to MACM: Material Committed.

The availability check in Shop Floor Control checks whether the components required for a production order are available. The checking control can be automatically performed during order creation or during order release..

13. Save the production order and choose Exit to return to the SAP Easy Access screen.

Result The production order has been released.

3.3.3 Confirming and Withdrawing Raw Material

UseThe confirmation documents the processing status of orders, operations, sub-operations, and individual capacities. It is an instrument for controlling orders.

PrerequisitesA pull list is printed at the same time as the shop floor papers. The list indicates the quantity data of raw materials or components required for production. The production process is performed in accordance with this information. Once the production process has been completed, the user confirms the activity. The material used is backflushed when the operation is confirmed.

Ensure that sufficient material is present in stock. You can check this using the transaction MMBE.


SAP role menu MTS Production with QM Inspection on Receipt for External Processing → Single Screen Entry of Confirmations

Transaction code

CO11N

2. On the Enter time ticket for production order screen, make the following entries:

Field name Description User Action and Values

Comment

Confirmation

The confirmation number you noted earlier for operation 0010.

This is printed on the shop floor papers in the standard process. (Possibly encoded with a bar code.)

Confirm. type

Final confirmation


4. In the Yield field, enter the amount you want to confirm.

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Author, 03.01.-1,

Material check is performed automatically during relase of production order


5. In the To confirm-Labor field, enter 9 (hours) for the labor time and confirm with Enter.


7. Choose Back to return to the SAP Easy Access screen.

Result After saving the confirmation data, the stock postings are executed for withdrawing raw material. If the posting cannot be performed, the user is asked to make the necessary corrections. If the user does not make any corrections, the stock posting is sent to a pool so that the incorrect goods movements can be processed (transaction code COGI). At the same time, the receipt of the completed assembly is posted to the amount of the confirmed yield.

From an organizational point of view, it is important to ensure that incorrect goods movements are post-processed when back flush and automatic stock postings are used (transaction code COGI).

3.3.4 Creating Purchase Order for External Processing (Service / No Material Provision)

UseWhen you save the production order, a subcontracting purchase requisition is generated for operation 0020. A firm supplier was assigned to the purchase order requisition using the outline agreement (value contract) maintained in the routing of H83-1040. This means that the MRP Controller is able to convert the purchase order request directly into a purchase order.


SAP Role Menu MTS Production with QM Inspection on Receipt for External Processing → Ordering: Assigned Requisitions

Transaction Code

ME58

2. On the Ordering: Assigned Purchase Requisitions screen, enter the following data:


Vendor H8340

Plant BP01

3. Choose Execute (F8).

4. On the Assign and Process Purchase Requisitions screen, select the check box for the purchasing requisition created with vendor H8340, choose Create purchase order.

5. The Create purchase order (ME21N) transaction is then displayed. Drag the open purchase requisition displayed in the Document Overview (left screen area) and drop it onto the shopping cart button.

The purchase requisition was converted into a purchase order. Check the following information:

- In the Item area on the Account assignments tab, check that the order is assigned to the production order.

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6. Save the purchase order and make a note of the purchase order number: _________


ResultA purchase requisition has been converted into a subcontracting purchase order.

The output of the subcontracting order via printer / EDI is normally performed by the purchasing department (in the SAP standard). As the production process for H83-1040 is ongoing (not stock relevant), a material provision by the warehouse manager via delivery note or goods movement is not possible by in the standard system. If it is necessary to have a delivery note in addition to the subcontracting order, you must customize an additional output type and output form in the message schema of the purchase order. It is useful to put the number of the purchase order and the production order on the delivery note

3.3.5 Posting the Goods Receipt for the Subcontract Order with QM Inspection Lot

UseWhen the subcontractor supplies the subcontracted circuit board PCB 2L 8B 7.6 H83-1040, you post the incoming good (work in process) for the SC order in the same way as incoming goods to a normal order. The posting has no stock relevance; it is simply the confirmation that the external processing is completed. By posting the goods receipt, a QM inspection with inspection type 0130 is created


SAP Role Menu MTS Production with QM Inspection on Receipt for External Processing →Goods movement

Transaction Code

MIGO

2. On the Goods receipt Purchase Order – <your name> screen, make the following entries:


Comment

Goods receipt Indicates the business transaction that you want to enter in the system.

Goods receipt

Purchase order Indicates the document you want to reference when you enter the transaction

Purchase order

Purchasing Document Number

Enter purchasing document number

Select your purchasing order using the input help

3. Choose Enter.

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In the item data table, in the Order column, the SC item is assigned to the production order.

4. Select the Item OK checkbox.

5. Choose Post. The system message displays Material Document 500xxxxxxx posted


ResultA QM inspection lot with inspection type 0130 has been created to check the quality of the external processing. Check the external processing operation in the relevant production order. The operation has the system status EODL – External operation delivered.

3.3.6 Quality Management Processing

3.3.6.1 Recording the Results of the Quality Inspection

UseYou perform the inspection and record the result so that you can make the decision whether to go on with the next operation of the production order (stamping). The result is recorded in the inspection lot according to the defined inspection plan.


SAP role menu Quality Management Processing → Results Recording Worklist

Transaction code QE51N

2. On the Results Recording Worklist screen make the following entries:


Comment

Plant BP01

Inspection Lot Origin

01Inspection lot created from purchasing activity


4. Select the inspection lot created from the previous posting goods receipt step and make a note of the inpection lot number ___________________.

5. On the Record Results: Characteristic Overview screen, choose operation 0010.

6. On the General tab, make the following entries for Characteristic Extern. Processing:


Result 01 or 0201 = OK

02 = Not OK

7. Confirm your entries.

8. Choose Close to finish the inspection and save your entries.


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3.3.6.2 Recording Usage Decision

UseYou have made the inspection and record the inspection result. Now you decide to accept that delivery of H83-1040 in process. The production controller should be informed of the inspection results to confirm the operation in the production order (Transaction code CO11N) and to go on with the next in-house operation


Menu role menu Quality Management Processing → Record Usage Decision

Transaction code QA11

2. On the Record Usage Decision: Initial Screen, make the following entries:


Inspection Lot Enter the inspection lot number


4. Choose the Characteristics tab.

5. On the Record Usage Decision: Characteristic Overview screen, in the area Usage Decision make the following entries:


UD code 01 / YH83-01

If you have recorded a negative result in the result recording step before, you reject the delivery from the subcontractor and enter a negative usage. In this case, you cannot continue processing the production order (no confirmation) and the invoice referring to subcontracting order should not be accepted.




ResultFollowing a positive usage decision, you can perform the next in-house operation (0030 – Stamping) of the part production order. To ensure the information flow between the warehouse and production, it is advised to define certain follow-up actions. You can implement a follow-up action using the function module SO_OBJECT_SEND, for example to send an e-mail to the production controller informing him/her of the usage decision.

3.3.7 Confirming Production for Semi-finished Products

UseFollowing the quality control process, you must confirm the remaining operations of the production order for material H83-1040. When you confirm the last operation, the system generates a goods movement document for H83-1040 to post goods into the storage location 0002 in the plant BP01. This is controlled by the control key PP03 of the operation 0030.

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SAP role menu MTS Production with QM Inspection on Receipt for External Processing → Single Screen Entry of Confirmations

Transaction code

CO11N



Comment

Confirmation



Confirm. type

Final confirmation



5. Save your entries. Do not leave the current screen.



Comment

Confirmation



Confirm. type

Final confirmation



9. In the To confirm-Labor field, enter a value (e.g. 10 H) for the labor time and confirm with Enter.



3.4 Procurement and Consumption of Consigned Inventory

UseIn consignment processing, the vendor provides materials and stores them on your premises. The vendor remains the legal owner of the material until you withdraw materials from the consignment stores. Only then does the vendor require payment. The invoice is due at set periods of time, for example, monthly. In addition, you can also arrange with the vendor that you take over ownership of the remaining consignment material after a certain period of time.

The daily MRP run creates purchase requisitions with item category ‘K’ for parts that are to be produced on consignment basis.

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Features The consignment stock is managed under the same number as your own stock.

Consignment stock can therefore be transferred to the available stock.

You can define consignment prices in foreign currency. The currency in which the order is placed with the vendor applies for consignment withdrawals.

You can determine period-specific consignment prices.

You can specify the consignment price in any unit of measure. The conversion factor is stored in the info record. (For information on consignment info records, refer to Pricing for Consignment Stocks.)

Using consignment info records, you can use other condition functions used in Purchasing, such as discounts and price quantity scales.

Consignment stocks of the same material from different vendors can be managed independently from one another and at the price of the individual vendors.

Consignment stocks are not valuated. When the material is withdrawn it is valuated at the price of the respective vendor.

A consignment material can be allocated to one of three stock types:

o Unrestricted-use stock

o Quality inspection stock

o Blocked stock

You can make transfer postings between these three stock types. Withdrawals can only be posted from unrestricted stock, however.

3.4.1 Displaying Stock/Requirements Situation

PrerequisitesThe MRP run has generated schedule lines in the value contract scheduling agreement for material H83-1050.


SAP role menu Procurement and Consumption of Consigned Inventory → Display Stock/Requirements Situation

Transaction code

MD04

2. On the Stock/Requirement List: Initial Screen, make the following entries:


Material H83-1050

Plant BP01


4. Double-click the MRP element SchLne.

5. Choose Display element.

6. In the Display Sch. Agmt Schedule: Delivery schedule for item xxxx screen, the system displays the scheduled quantity and dates as result of the MRP run.


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http://help.sap.com/saphelp_47x200/helpdata/en/4d/2b8f5943ad11d189410000e829fbbd/content.htm

http://help.sap.com/saphelp_47x200/helpdata/en/4d/2b8f5943ad11d189410000e829fbbd/content.htm


3.4.2 Posting Goods Receipt

UseIn this step, you post the goods receipt for material H83-1050 against the scheduling agreement.


SAP role menu Procurement and Consumption of Consigned Inventory → Goods Movement

Transaction Code MIGO



Comment


Goods receipt


Purchase order


Enter purchasing document number

Select your scheduling agreement using input help


If the message Document xxxxxxxxxx does not contain any selectable items is displayed, no requirements elements exist in the near future. To post a goods receipt from the Goods receipt Purchase order … screen, choose Settings Default values and Propose all items. Save your entries and confirm them once again. This can occur if the scheduling agreement proposes a date fort the first delivery that lies ahead of the posting date.

4. If required, enter the necessary quantity on the Quantity tab.

5. Choose the Where tab and enter the storage location 0004. The special stock indicator ‘K’ is set (vendor consignment processing).

6. Select the Item OK checkbox for the item.

7. Choose Post. The system message displays Material Document 500xxxxxxx posted. The material is posted to the unrestricted use stock of vendor consignment with storage location 0004 and plant BP01 and vendor H8350. To display the stock overview, run transaction MMBE.


3.4.3 Transfer Posting for Vendor Consigned Stock

Use

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To consume the consigned inventory, you can either transfer the stock from consigned to the own inventory or issue directly from the consigned inventory (for example in reference to a production order). In this scenario, stock is transferred from the consignment stock to the own inventory by transfer posting.


SAP role menu Procurement and Consumption of Consigned Inventory → Transfer Posting

Transaction code MB1B

2. On the Enter Transfer Posting: Initial Screen, make the following entries:


Posting DateEnter posting date or take current date proposed by system

Movement Type

411Transfer posting

Special Stock KFrom vendor consignment stock

Plant BP01

Storage Location

0004


4. On the Enter Transfer Posting: New Items Screen, make the following entries:


Vendor H8350

Material H83-1050

Quantity Enter quantity for transfer posting.

5. Choose Post. The system issues the message Document 490xxxxxxx posted. The material has been posted from vendor consignment stock to your company’s own unrestricted use stock in storage location 0004 in plant BP01. To display the stock overview, run transaction MMBE.

To analyze and settle the liability against the consignment vendor, use transaction MRKO periodically for consignment settlement, for example by month or a specific period.

3.5 Final Assembly

3.5.1 Alternative 1: Final Assembly with Internal Production

3.5.1.1 Creating Production Orders

Use

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After opening the production order, you decide whether the board assembly operation is accomplished in-house or assigned to a subcontractor (see the Final Assembly with External Processing section of this document).

PrerequisitesPlanned orders for assembly (material H83-1000) are generated in the same way as for parts production.


SAP role menu Final Assembly → Option 1: Final Assembly with Internal Production

→ Display Stock/Requirements Situation

Transaction Code MD04



Material H83-1000

Plant BP01


4. Select the MRP element PldOrd and double-click this line or choose Add. data for element.

The planned order contains three dates: The order finish date, order start date, and the planned opening date. If the planned opening date has been reached, the planned order is converted to a production order. The planned opening date is determined using the scheduling margin key of the material master.

5. Choose Convert planned order to production order. You now branch to the production order. The system explodes the routing and the BOM. The production order type is YHM1.You must check the settlement rule determined. To do this, from the Header menu, choose Settlement rule. You see that the production order is settled to material H83-1000.

6. Choose Back to return to the Production Order Create: Header screen.

7. Save the production order and make a note of the production order number:

Production order number: ________________.

8. This takes you back to the Stock/Requirements List as of <o’clock> Hrs screen. Choose Refresh (F6). Instead of PldOrd, PrdOrd (production order) is now displayed in the MRP element column.


ResultA production order for the final assembly of material Interface Card H83-1000 has been created.

3.5.1.2 Releasing Assembly Orders

UseA release at order header level results in the order and all its operations being released. The order and the operations receive the status REL (released). You can release a production order in both create and change modes.

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SAP role menu Final Assembly → Option 1: Final Assembly with Internal Production → Release Production Orders

Transaction code CO05N

2. On the Release Production Orders screen, make the following entries:


List Order Headers

Selection

Material H83-1000

Order type YHM1


Plant BP01

Sys. Status CRTD


4. Confirm your entries with Enter and choose Execute (F8) to execute the report.

5. Make a note of the total order quantity: Total order quantity: __________________.

6. Select the production orders and choose Mass Processing (CTRL + F8) → Execute (F8) to execute Mass processing.

.

Shop floor papers are printed automatically when the production orders are released. Choose Display Object. In the production order display screen, choose Order Settings List control to get an overview on the lists to be printed and the spool settings. Also, to can check the papers created by the production order, use transaction SP01.

7. The system status of the order has changed from CRTD (created) to REL (released).

8. Select your production order and choose Change Object (Shift+F6).

9. Choose Operation Overview.


11. Make a note of the confirmation numbers (Confirmation) for each operation. Confirmation numbers: ________________.

You can scroll through the operations using the navigation buttons.

12. Choose Back to return to the Production Order Change: Operation Overview screen.

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13. To perform a material availability check, choose Check Material Availability. If no components are missing, the status changes to MACM: Material Committed.

The availability check in Shop Floor Control checks whether the components required for a production order are available. The checking control can be automatically performed during order creation or during order release.


Result The assembly order for the material Interface Card H83-1000 has been released.

3.5.1.3 Checking Serial Numbers in Production Order

UseMaterial H83-1000 is managed with serial numbers. The system generates a serial number for each finished good when the production order is released.

PrerequisitesThe serial number profile is defined in the material master record and the production order is released.


SAP role menuFinal Assembly → Option 1: Final Assembly with Internal Production → Display Production Order

Transaction code CO03

2. On the Production Order Display : Initial Screen, make following entries:


Production order

Order number of the production order

Enter your order number that was released in the last step


4. On the Production Order Display: Header screen, choose Header Serial Numbers.

5. In the Maintain Serial Number dialog box, the serial numbers generated during production order releasing are listed.

ResultThe serial numbers for the finished product H83-1000 have been generated. The serial numbers will be assigned to the materials during the goods receipt posting following the production.

3.5.1.4 Picking Components

UseThe released production order is now ready for picking. Only those materials that are not in the service stock at the assembly isle are to be picked. For picking, the warehouse manager selects the specific picking list that can be called up directly with the production order number. The warehouse manager has a series of further selection options that enable him/her to optimally select the work list.

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Prerequisites Ensure that sufficient material is present on stock. To check this, use transaction MMBE.


SAP role menu Final Assembly → Option 1: Final Assembly with Internal Production → Picking list


2. On the Picking List: Initial Screen, make the following entries:


Comment

Profile Standard pick profile 000002

Production order

Order number of the production order to be picked

Enter your order number

3. Confirm your entries and execute the report (F8).

4. Select the relevant reservations and choose Picking. A list of all the selected reservations is displayed.

5. Choose Save to post the goods movements.


ResultThe goods movements have been posted.

3.5.1.5 Confirming Assembly Activities

UseThe confirmation documents the processing status of orders, operations, sub-operations, and individual capacities. It is an instrument for controlling orders. This scenario uses time event confirmation.

3.5.1.6 Start of Assembly by Worker1. Access the activity using one of the following navigation options:

SAP role menu Final Assembly → Option 1: Final Assembly with Internal Production → Enter Time Event


2. On the Create Time Event screen, make the following entries:


Comment

Processing started

Select the radio button Processing started under Time Event

Start Process

Confirmation Confirmation number in accordance with the time ticket from the production

You can find the confirmation number in the operation details for

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order operation the production order


4. Confirm any warning messages with Enter.

5. On the Confirmation of Time Event Create: Actual data screen, make the following entries:


Comment

Personnel no.

5 HR master record must have been created in HR



8. Repeat steps 2 to 7 for the second operation as well.


3.5.1.7 Completion of Assembly by Worker

PrerequisitesThe assembly has been performed and completed by the relevant assembly worker.


SAP role menu Final Assembly → Option 1: Final Assembly with Internal Production → Enter Time Event




Comment

Processing finished

Select the radio button Processing finish under Time Event

Finish Process

Confirmation

Confirmation number in accordance with the time ticket from the production order operation

You can find the confirmation number in the operation details for the production order





Final confirmtn

Select the radio button

Personnel No.

5HR master record must be created in HR

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Yield to conf.

Confirmed yield

Depends on the production order quantity



8. Repeat steps 2 to 7 for the second operation as well.


ResultjThe final confirmations for the first and second operation have been made.

3.5.1.8 Posting Goods Receipt for Production Order with Serial Number Assignment

UseThis activity will post the goods receipt for the production order. Within this step you assign serial numbers to each finished product.

PrerequisitesThe serial numbers for the finished products are already generated.


SAP role menuFinal Assembly → Option 1: Final Assembly with Internal Production → Goods movement

Transaction code MIGO

2. On the Goods Receipt Purchase Order screen, make the following entries:


Goods Receipt1st top-left frame

Order2nd top-left frame

OrderThe production order number you noted before

Document date

default

Posting date default

3. Choose Enter.

4. Choose the Quantity tab and correct the quantity you confirmed before.

5. On the Where tab choose the storage location 0001 if the field is blank.

6. Choose the Serial Numbers tab. Delete the scrap serial number that should not be delivered to the customer.

7. Choose Select all on the Serial Numbers tab and set the Item OK indicator.

8. Choose Post. The system displays the message: Material document 500xxxxxxx posted.


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3.5.1.9 Confirmation of the Production after Goods Receipt Posting

UseIn usual business practice, confirmations of all assembly activities of the production order are executed before posting the goods receipt. In this scenario, the last operation of the production order rather refers to business aims than to production activities. Therefore it is checked and ensured in this step that the goods receipt against the production order for the finished product H83-1000 with serial number assignment has been completed. After this step, the whole production process is considered to be finished.

PrerequisitesThe goods receipt posting for the finished product H83-1000 has been done in the previous step.


SAP role menu Final Assembly → Option 1: Final Assembly with Internal Production → Single Screen Entry of Confirmations

Transaction code

CO11N



Order The production order number

Oper./ActivityThe last operation number. For example 0030

Confirm. type Final confirmation

Personnel No.

5HR master record must be created in HR.





ResultThe final confirmation of the last operation has been performed.

3.5.2 Alternative 2: Final Assembly with External Processing (Material Provision by Outbound Delivery)

3.5.2.1 Creating Production Orders

UseAfter creating the production order, you decide whether the assembly operation should be executed in-house or assigned to a subcontractor. In this case, for reasons of capacity availability, a subcontractor takes on the assembly. All materials necessary for the final assembly are provided.

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PrerequisitesProduction orders for assembly (material H83-1000) have been generated in the same way as for parts production. If you have already processed Alternative 1 before this step, check the stock for material H83-1040. For shortages, posting the goods receipt via transaction MB1C is necessary to complete the processing of Alternative 2.


SAP Role Menu Final Assembly → Option2: Final Assembly with External Processing

→ Display Stock/Requirements Situation

Transaction Code MD04



Material H83-1000

Plant BP01


4. Select the MRP element PldOrd and double-click this line or choose Add. data for element.

The planned order contains three dates: The order finish date, order start date, and the planned opening date. If the planned opening date has been reached, the planned order is converted to a production order. The planned opening date is determined using the scheduling margin key of the material master.

5. Choose Convert planned order to production order.

6. You branch to the production order. The system explodes the routing and the BOM. The production order type is YHM1.You must check the settlement rule determined. To do this, from the Header menu, choose Settlement rule. You see that the production order is settled to material H83-1000.

7. Choose Back.

8. Choose Operation Overview (F5).

9. In the Control Key field, replace PP01 with PP02 for the first operation Assembly.

10. Confirm your entry with Enter. Ignore the error message.

11. On the Production Order Create: Operation Overview screen, in the Ext. processing table, make the following entries:


Subcontracting Select

Purchasing info rec.

Use the search function (F4) to select the info record.

You can use the search help Info Record per Material Group (Non-Stock Material) and enter the material number as search criteria In field Sort Term.

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Author, 01/03/-1,

Not all external processing data has been maintained


Cost element 660000


13. Select the data record, for example Operation, by choosing Operation Details. On the Ext. Processing tab, all data relevant for purchasing has been transferred from the purchasing information record.

14. Save the production order and make a note of the production order number: Production order number: ______________

15. The system generates a subcontracting purchase requisition automatically in the background. This takes you back to the Stock/Requirements List as of <o’clock> Hrs screen. Choose Refresh (F6). Instead of PldOrd, the entry PrdOrd (production order) is now displayed in the MRP element column.


ResultAn assembly order for the final assembly of material interface card H83-1000 has been created.

3.5.2.2 Releasing Assembly Orders

UseA release at order header level results in the order and all its operations being released. The order and the operations receive the status REL (released). You can release a production order in both create and change modes.



SAP role menu Final Assembly → Option2: Final Assembly with External Processing

→ Release Production Orders


2. On the Release Production Orders screen, make the following entries:


List Order Headers

Selection

Material H83-1000

Order type YHM1


Plant BP01

Sys. Status CRTD

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4. Confirm your entries with Enter and choose Execute (F8) to execute the report. Make a note of the total order quantity: __________________.

5. Select the production orders and choose Mass Processing (CTRL + F8) → Execute (F8) to execute mass processing.

.

Shop floor papers are printed automatically when the production orders are released. Choose Display Object. On the production order display screen, choose Order Settings List control to get an overview on the lists to be printed and the spool settings. Also, to check the papers created by the production order, use transaction SP01.

6. The system status of the order has changed from CRTD (created) to REL (released).

7. Select your production order and choose Change Object (Shift+F6).

8. Choose Operation Overview.


10. Make a note of the confirmation number (Confirmation) for each operation: Confirmation numbers: ______________.

11. Choose Back to return to the Production Order Change: Operation Overview screen.

12. To perform a material availability check, choose Check Material Availability. If no components are missing, the status changes to MACM: Material Committed

The availability check in Shop Floor Control checks whether the components required for a production order are available. The checking control can be automatically performed during order creation or order release.


Result The assembly order for the material interface card H83-1000 has been released.

3.5.2.3 Checking Serial Numbers in Production Order

UseMaterial H83-1000 is managed with serial numbers. The system generates a serial number for each finished good when the production order is released.

PrerequisitesThe serial number profile has been defined in the material master record and the production order has been released.


SAP role menuFinal Assembly → Option2: Final Assembly with External Processing

→ Display Production Order


2. On the Production Order Display : Initial Screen, make following entries:

© SAP AG of 63

Author, 03.01.-1,

Material avaiability check is performed automatically during order creation



Production order

Order number of the production order

Enter the number of the order you released in the last step


4. On the Production Order Display : Header Screen, choose Header Serial Numbers

5. In the Maintain Serial Number dialog box, the serial numbers generated during production order releasing are listed.

ResultThe serial numbers for the finished product H83-1000 have been generated. The serial numbers will be assigned to materials during goods receipt posting after production.

3.5.2.4 Creating Subcontracting Purchase Order

UseWhen you save the production order, a subcontracting purchase requisition is generated for operation 010. A firm supplier was assigned to the purchase order requisition using the subcontracting information record. This means that the MRP controller can convert the purchase order request directly into a purchase order.



→ Ordering: Assigned Requisitions

Transaction code ME58

2. On the Ordering: Assigned Purchase Requisitions screen, make the following entries:


Vendor H8300

Plant BP01


4. On the Assign and Process Purchase Requisitions screen, select the checkbox for the purchasing requisition created with vendor H8300, choose Create purchase order.

5. The Create purchase order (ME21N) transaction is then displayed. Drag the open purchase requisition displayed in the Document Overview (left screen area) and drop it onto the shopping cart button.

The purchase requisition was converted into a purchase order. Check the following information:

- Expand the Item Overview area and look in the I column to check the item type of the order is L (subcontracting).

- In the Item area on the Material data tab, choose Components to view the components provided for the purchase order.

- In the Item area on the Account assignments tab, check that the order is assigned to the production order.

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6. Save the purchase order and make a note of the purchase order number: Purchase order number: _________________.


ResultA purchase requisition has been converted into a subcontracting purchase order.

3.5.2.5 Generating Delivery of Provided Material

UseA delivery is generated for the materials provided to subcontractor H8300.

Prerequisites The subcontractor purchasing order has been created.



→ SC Stock Monitoring (Vendor)

Transaction code ME2O

2. On the SC Stock Monitoring by Vendor screen, make the following entries:


Vendor H8300

Components provided

Assembly

Plant BP01

3. Choose Execute.

4. In the list displayed, select the rows that contain components for the material H83-1000 as shown in the table of step 6.

5. Choose Create delivery.

6. Enter the storage location in the dialog box that displays for each component material. Enter the corresponding quantity. Confirm your entries.

Material Number Storage Location

H83-1010 0004

H83-1020 0004

H83-1030 0004

H83-1040 0002

H83-1050 0004

H83-1060 0004

7. The system outputs the messages on the created delivery/deliveries. Confirm the system message to return to the SC Stock Monitoring by Vendor screen.

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8. To display this delivery in the SC Stock Monitoring by Vendor screen, expand the Deliveries with open GI entry in the row for each component material, position your cursor on a delivery, and choose Display element.

9. Go back to the SC Stock Monitoring by Vendor screen.

If an error occurs during creation of the delivery (no material available), refer to SAP note 323991 (Symptom 3). The reason this may happen is that the requirements are added up for the Subcontracting PO and the delivery. The requirements are written twice and the material is not available although the required material is in the unrestricted stock. This may be solved using one of the two subsequent workarounds:

The scope of inspection of the delivery (Transaction OVZ9 for 02/B) either checks WITHOUT subcontractor requirements or the delivery is not set as relevant for requirements at all (a requirements class is found that does not write any requirements).

Alternatively, you can use the MRP areas to separate the different requirements.

Result The delivery for the components has been created.

3.5.2.6 Picking and Goods Issue Posting for the Material Provided

UseA goods issue is generated for the component materials delivered to the subcontractor.

This activity will post the goods issue to the created delivery increasing the vendor subcontract stock.

Procedure1. On the SC Stock Monitoring by Vendor screen, with the list of deliveries with open goods issue

(GI) expanded, double-click the first delivery in the list. The Delivery for subcon. xxxxx Display: Overview screen is then displayed.

2. Choose Display <-> Change.

3. On the Delivery for subcon. xxxxx Change: Overview screen, choose the Picking tab.

4. Copy the quantity from the Delivery quantity field to the Pick quantity field for each delivery item.

5. Confirm your entry.

6. To post the goods issue, choose Post goods issue.

7. Save your entries and go back SAP easy access screen.

The quantities in the SC Stock Monitoring for Vendor screen do not change until you access the transaction ME2O again.

3.5.2.7 Posting the Goods Receipt for the Subcontract Order

UseIn this step the subcontractor supplies the assembled interface card H83-1000 and you post the incoming goods for the SC order in the same way as the incoming goods for a normal order.

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For each order item, the system determines the components and provides a goods issue position internally for each component.



→ Goods movement




Comment


Goods receipt


Purchase order


Enter the purchasing document number

Select your purchasing order using the input help


In the item data table, in the Order column, the SC item is assigned to the production order. Choose Tree Display to display the SC materials and change the quantities, if necessary.

4. Select the OK checkbox for each of the materials.

5. Choose Post. The system posts the goods receipt. The system issues the message: Material document 500000xxxx posted. Make a note of the material document number:Material document: ______________________________


ResultCheck the external processing operation in the relevant production order. The operation has the system status EODL – External operation delivered.

3.5.2.8 Displaying the Material Document

UseYou now check the material document of the goods receipt for the material H83-1000 that was delivered by the subcontractor.


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→ Display Material Document

Transaction code MB03

2. On the Display Material Document: Initial Screen, complete the Material doc. field with the material document number that you made a note of in the Posting a Goods Receipt from a Subcontracted Material section. Enter the current calendar year in the Mat. doc. year field.


4. The Display Material Document 500000xxxx: Overview screen now displays all the components of material H83-1000. This means that the goods issues of the six components have been posted from the stock of the material provided to the subcontractor. The product has been assembled by the subcontractor and has been received as WIP part.

5. Go back to the SAP Easy Access screen.

3.5.2.9 Confirming the Assembly Activities

UseA confirmation documents the processing status of orders, operations, sub-operations, and individual capacities. It is an instrument for controlling orders.

PrerequisitesThe form of confirmation used in the assembly production area is time event confirmation.

3.5.2.10 Start of Assembly by Worker1. Access the activity using one of the following navigation options:


→ Enter Time Event




Comment

Processing started


Confirmation Confirmation number in accordance with the time ticket from the production order operation


You can find the confirmation number in the operation details of the production order



5. On the Confirmation of Time Event Create: Actual data screen, maintain the following fields:


Comment

Personnel 5 The HR master record must have

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no. been created in HR



8. Repeat steps 2 to 7 for the second operation (0020)


3.5.2.11 End of Assembly by WorkerThe assembly has been performed and completed by the relevant assembly worker.



→ Enter Time Event




Comment

Processing finish


Confirmation Confirmation number in accordance with the time ticket from the production order operation


You can find the confirmation number in the operation details for the production order.





Final confirmtn.


Personnel No.

5The HR master record must have been created in HR

Yield to conf.

Confirmed yield

Depends on the production order quantity



8. Repeat steps 2 to 7 for the second operation (0020).


ResultThe final confirmation of the first operation has been performed.

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3.5.2.12 Posting the Goods Receipt for the Production Order with Serial Number Assignment

UseThis activity will post the goods receipt for the production order. Within this step, you assign serial numbers to each finished product.

PrerequisitesSerial numbers for the finished products have already been generated.


SAP role menuFinal Assembly → Option2: Final Assembly with External Processing

→ Goods movement


2. On the Goods Receipt Purchase Order screen, make the following entries:


Goods Receipt1st top-left frame

Order2nd top-left frame

OrderThe production order number you noted before

Document date

default

Posting date default

3. Choose Enter.

4. Choose the Quantity tab.

5. Correct the quantity you confirmed before.

6. On the Where tab, choose the storage location 0001.

7. Choose the Serial Numbers tab. Delete the scrap serial numbers that should not be delivered to the customer.

8. Choose Select all and select the Item OK checkbox.

9. Choose Post. The system displays the message: Material document 500xxxxxxx posted.

3.5.2.13 Confirmation of the Production after Goods Receipt Posting

UseIn usual business practice, confirmations of all assembly activities of the production order are executed before posting the goods receipt. In this scenario, the last operation of the production order rather refers to business aims than to production activities. Therefore it is checked and ensured in this step that the goods receipt against the production order for the finished product H83-1000 with

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serial number assignment has been completed. After this step, the whole production process is considered to be finished.

PrerequisitesThe goods receipt posting for product H83-1000 has been done in the previous step.



→ Single Screen Entry of Confirmations




Order The production order number

Oper./ActivityThe last operation number. For example 0030

Confirm. type Final confirmation

Personnel No.

5HR master record must be created in HR.





ResultThe final confirmation of the last operation has been performed.

3.6 Customer Order Processing

3.6.1 Creating Customer Order

UseThe sales organization receives a customer order by telephone, fax or another medium. You must enter the customer order in the SAP system.


SAP role menu Customer Order Processing → Create Sales Order

Transaction code VA01

2. On the Create Sales Order: Intial Screen, make the following entries:


Order Type OR

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Sales Organization BP01

Distribution Channel 01

Division 01


4. On the Create Standard Order: Overview Screen, make the following entries:


Sold-to party H8390

Purch. order no. PO123 Customer order number

Material H83-1000 In the Items table

Order quantity 50 In the Items table


6. In the availability check, you can only confirm a subset of the requested quantity with the requested delivery date. The remaining quantity is shared according to the ATP quantities.

7. In the Dely Proposal area, confirm the delay with the green checkmark.

8. Save your entries. Make a note of the order number: ____________________


Result You have created a sales order.

3.6.2 Checking Complete Planning for the Ordered Material

UseThis activity will display the material requirements planning overview and demonstrate how the customer order requirements are allocated.


SAP role menu Customer Order Processing → Display Stock/ Requirements Situation

Transaction code

MD04

2. On the Stock/Requirements List: Initial Screen, make the following entries:


Material H83-1000

Plant BP01

3. Choose Enter.

4. From the menu, choose Environment Total reqmts Display.


Result You can see how the customer order requirements are allocated and the planning within the adjusted horizons.

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3.6.3 Creating Outbound Delivery

UseYou now create an outbound delivery for the confirmed subset.


SAP role menu Customer Order Processing → Order Schedule Lines due for Deliv.

Transaction code VL10E

2. On the Sales order schedule lines screen, make the following entries:

Field name DescriptionUser Action and Values

Comment

Shipping Point BP01

(CalcRuleDefltDlvCrDt)

Rule for determining default values for the delivery creation date

4

3. Confirm the entries with Enter and choose Execute (F8).

4. On the Activities Due for Shipping “Sales order schedule lines” screen, select your item and confirm with Create single delivery in dialog (Shift+F6).

5. On the Outbound delivery Create: Overview screen, you can now see the material to be delivered

6. Save your entries. Make a note of the delivery order number: ________________________.


Result The outbound delivery for the confirmed subset has been created.

3.6.4 Picking and Assign Serial Number

UseAfter creating the outbound delivery, you make the goods available for shipping.


SAP role menu Customer Order Processing → Change Outbound Delivery

Transaction code VL02N

2. On the Change Outbound Delivery screen, make the following entries:


Outbound delivery Outbound delivery number

3. Confirm the entry with Enter.

4. On the Outbound delivery <Number> Change: Overview screen, choose the Picking tab. Copy the delivery quantities to the Pick quantity field and note the status in the OvrllPickStatus field.

5. Go to Extras Serial Numbers, in the Maintain Serial Numbers dialog box choose Select Serial Number.

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6. On the Display Material Serial Number: Serial Number Selection screen, make the following entries:


Material H83-1000

Plant BP01


8. On the Display Material Serial Number: Serial Number List screen, choose the serial numbers that will be assigned and select Choose to go back to the Maintain Serial Numbers dialog box.

9. Select the serial numbers list in the dialog box and choose Continue.



Result The outbound delivery has been prepared for shipping.

3.6.5 Posting Goods Issue

UseThis activity will post the goods issue for the delivery.


SAP role menu Customer Order Processing → Outbound Delivery Monitor

Transaction code VL06O

2. On the Outbound Delivery Monitor screen, choose For goods issue and make the following entries:


Shipping Point BP01

3. Confirm the entry with Enter and choose Execute (F8).

4. To post the goods issue, select the desired outbound delivery on the Goods Issue for Outbound Deliveries to be Posted screen and choose Post goods issue (F8).

5. In the dialog box that follows, you are asked to state the actual goods movement date. Confirm your entry with Enter.

6. The system issues the message 1 successful and 0 incorrect goods movements.


Result The goods issue for the delivery has been posted.

3.6.6 Creating Billing Document

UseThis activity will create the customer invoice for the delivery.

Procedure

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1. Access the activity using one of the following navigation options:

SAP role menu Customer Order Processing → Create Billing Document

Transaction code VF01

2. On the Create Billing Document screen, make the following entries:


Document Enter the delivery number you noted earlier

3. Confirm your entry with Enter and save your entries.

4. The number of the billing document that has been saved is displayed. Make a note of this number: ______________________.


Result The delivery has been invoiced to the customer.

3.6.7 Displaying Customer Line Items

UseIn this step you display the customer line items.


SAP role menu Customer Order Processing → Customer Line Items

Transaction code FBL5N

2. On the Customer Line Item Display screen, make the following entries:


Customer account H8390

Company code BP01

3. Choose Execute to confirm the entry.

4. The Customer Line Item Display screen displays the line items for customer H8390 that have been transferred to financial accounting.


Result The information about the rendered invoice and its due date has been sent by the accounting department.

3.7 Optional Steps: Preventive Maintenance of Production Resources / Tools (PRT)

PrerequisitesYou have installed the optional Building Block H27: Configuration Preventive Maintenance of PRTs. The following steps are optional. The building block demonstrates the maintenance process of production resources / tools that are used to produce a component – in this case a circuit board.The preventive maintenance process has been integrated into the MTS scenario of H83.

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3.7.1 Displaying Master data

UseThe new production resource / tool (PRT) 27000000 is needed to produce the circuit board H83-1040. To ensure the quality of the production process, the PRT must be maintained performance-based. When the PRT has been used to produce a certain amount of circuit boards (e.g. 50), a maintenance inspection must be performed.

This maintenance scenario is illustrated by using the integration between production (PP) and plant maintenance. To get an overview about the necessary master data and the parameters, the following chapters give you an overview of the maintained data.

Displaying PRT, Measuring point and Measurement document

PrerequisitesAn equipment master data record has been created for the PRT. A measuring point and an initial measurement document for the PRT exist. The measuring point has been entered on the PRT view of the Equipment. It counts how often the equipment has been used, creating measurement documents.


SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Display Equipment

Transaction code

IE03

2. On the Display Equipment: Initial Screen, enter the following data:


Equipment 27000000

3. Confirm your entry with Enter.

4. On the General Data view, a note that the equipment has the item category “P” for Production resources/tools and the status is set to AVLB (available) meaning the PRT can be used (choose Status for more information) .

5. Select the view Organization: The fields Cost center, Planner group and Maintenance work center are filled as default values for the maintenance plan (see below) of the PRT.

6. Select the view PRT data: Note the Usage value formula “YPRT27”. This formula calculates the total usage value of a PRT and must be assigned to the routing operation of the affected component H83-1040.

7. The measuring point has been maintained as well on the same screen.

8. Choose Measuring points / Counters:

The Measuring point can also be displayed directly using the transaction IK03 or the path Optional Steps: Preventive Maintenance of PRTs (H27) → Display Measuring Point.

9. On the Display Measuring Points: Overview screen, choose Measuring Point (F5) to get onto the general data of the measuring point.

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10. The AnnualEstimate of the measuring point has been set to 5,000 pieces. This field is used with maintenance plans to calculate the necessary maintenance intervals.

11. Double-click the Last measurement document button to see the equipment and the actual counter reading of the measuring point and the difference to the last reading.

12. Make a note of the measurement point number and the actual counter reading:Measurement point: ______ Counter reading: ______


Result The data of the PRT 27000000 are deposited in an equipment master record. A measuring point (counter) is assigned to the PRT. It is estimated that the PRT is used for producing 5.000 EA of H83-1040 per year (Field AnnualEstimate).An initial measurement document is existing for the new PRT. The measuring point does not have the initial value “0” any more. Because preventive maintenance is integrated into the scenario of H83 the PRT has already been assigned to the operation routing of H83-1040. Therefore the measuring point has already counted the backflushed usages of material H83-1040. However no maintenance plan has been scheduled yet.

Displaying PRT in Routing

PrerequisitesA routing for material H83-1040 exists. The PRT has been assigned to operation 10 of the routing.


SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Display Routing

Transaction code

CA03

2. On the Display Routing: Initial Screen, enter the following data:


Material H83-1040

Plant BP01

3. Choose the Operations Overview (F8) button.

4. On the Display Routing: Operation overview screen, select operation 10 and choose the PRT overview (F8) button.

5. The system displays the assigned PRT 27000000 with the usage formula YPRT27.

6. Double-click the line item of PRT 27000000. The Usage Value field has the content 1 EA meaning that 1 EA of the PRT is used every time the first operation for H83-1040 is executed. Also note the measuring point as counter.

Result The PRT is assigned to the operation 10 of the routing of H83-1040. The usage value for the PRT in the operation is defined. The measuring point of the equipment is linked to the operation of the routing.

Displaying Maintenance Plan

Use

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A maintenance plan contains a list of maintenance and inspection tasks to perform on maintenance objects – in this case the material H83-1040 the PRT has been assigned to. The dates and scope of the tasks are also defined in the maintenance plan.

Three types of maintenance plan are used:

Single cycle plans (time or performance-based) – used here.

Strategy plans (time or performance-based)

Multiple counter plans

PrerequisitesA maintenance plan for PRT 27000000 has been created.

Procedure1. Access the maintenance plan using one of the following navigation options:

SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Display Maintenance Plan

Transaction code

IP03

2. On the Display Maintenance Plan: Initial Screen, enter the following data:


Maintenance Plan 600027000000


4. On the Display Maintenance Plan: Single cycle plan screen, the cycle of the maintenance plan is set to 50 pieces. The maintenance cycle defines the interval after which a task becomes due for maintenance. In this case maintenance must be started when the counter / measurement point of the PRT reaches 50 pieces as soon as the maintenance plan has been scheduled.

5. Choose the Settlement rule field and note the settlement receiver 1703.

6. Go back to the maintenance plan and choose the field TaskLstGrp down at the screen. The general task list for the PRT is displayed with the default maintenance operation for the PM maintenance order.

Result The maintenance plan for the PRT is ready for scheduling. The maintenance interval is 50 EA and the annual estimate for the PRT use is about 5000 EA per year.

3.7.2 Scheduling a Maintenance Plan for the first time

UseScheduling the maintenance plan is required to start the maintenance process. When you schedule a maintenance plan for the first time, the start date or the initial counter reading entered triggers the maintenance cycle on the time axis. Here the actual reading of the measuring point is used.

When a maintenance plan has been scheduled, the system calculates the due date (planned date) for a maintenance call object based on the scheduling parameters and the maintenance cycles (intervals) and generates maintenance calls (PM orders). Here the first maintenance call will be generated when the first cycle of 50 pieces has been added to the initial counter reading of the measurement point.

As a result a PM order is created - because the PRT is due to maintenance, it cannot be used for the production process while the maintenance is being performed. After all maintenance activities have

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sapevent:DOCU_LINK%5CGL:task


been executed and the maintenance order has been confirmed completely, the PRT is available again for production until the measuring point as counter passes the next cycle.

For demonstration purposes the maintenance cycle has been set to 50 pieces - this means that for a production order with 100 pieces (as defined for example in the dependent requirements for H83-1040 created at the beginning of this scenario) will trigger two maintenance orders during the confirmation of activities. In a real production environment the cycle would be set to a much higher value.

Prerequisites

When you schedule a maintenance plan, the following conditions must be fulfilled:

The scheduling data is maintained. The maintenance plan contains at least one maintenance item.

Task lists are assigned to the maintenance items.

The overall counter reading of the measuring point (counter) assigned to the maintenance plan is current.

Procedure1. Access the activity using one of the following navigation options to reach the initial screen for

scheduling a maintenance plan

SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Schedule Maintenance Plan

Transaction code IP10

2. Enter the number of the maintenance plan 600027000000, and choose Enter.

3. On the Maintenance Schedule screen, to start the scheduling function, choose Start. The system displays the field Start of cycle as ready for input. The start counter reading of the maintenance plan is set as default value.

4. Enter the actual reading of the measurement point instead. It is important that the measurement point and the cycle start have the same content – otherwise maintenance orders cannot be created properly.

5. Choose Continue. The system automatically calculates the planned date and call date based on the scheduling parameters, the estimated annual performance and the counter reading at the start of the cycle.

6. Save your entries to schedule the maintenance plan. This sets the status of the maintenance plan to called. The planned date has been determined automatically. It describes the next time a maintenance task – in this case a maintenance order is to be executed. The actual total counter reading and the next planned counter reading have been determined as well using the contents of the documents of the measurement point and the defined maintenance cycle.

7. Display the scheduling plan again by choosing Enter.

8. A new start of the maintenance plan has been called. Several maintenance activities have been planned with the status Hold. The planned date has been determined automatically. It describes the next time a maintenance task – in this case a maintenance order is to be executed. The actual total counter reading and the next planned counter reading have been determined as well using the contents of the documents of the measurement point and the defined maintenance cycle. The time horizon for which maintenance orders are planned is defined using the scheduling period in the Call control parameters of the maintenance plan.

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sapevent:DOCU_LINK%5CDS:GLOS.maintenance_order

sapevent:DOCU_LINK%5CDS:GLOS.maintenance_order


Result

The maintenance plan has been scheduled for the first time. The planned date has been calculated as follows: The estimated annual performance of the PRT is 5000 EA that means about 14 pieces a day. The maintenance cycle (interval) is defined with 50 pieces. So the first due date of the preventive maintenance is reached in 4 calendar days. The planned date can also be calculated by using a factory calendar. Scheduling is performed for the scheduling period defined in the call control parameters of the maintenance plan.

3.7.3 Generation and Confirmation of a Production Order for H83-1040

UseTo demonstrate the execution of maintenance activities, a production order is generated and confirmed out of the planned requirements for the interface card H83-1040.


SAP role menu Optional Steps: Preventive Maintenance of PRTs (H27) → Display Stock/Requirements Situation

Transaction Code

MD04



Material H83-1040

Plant BP01


4. Select the next MRP element PldOrd and choose Convert planned order to production order.Make sure that the planned order contains a quantity of more than 50 pieces.

5. In the production order, the system explodes the routing and the BOM. The production order type is YHM1.You must check the settlement rule determined. To do this, from the Header menu, choose Settlement rule. You see that the production order is settled to material H83-1040.


7. Release the production order (Green Flag or CTRL + F1)

8. Go to the operation overview (F5) screen. Select the line item of operation 10 (Printing) and verify whether the PRT has been copied in the production order by choosing the PRT button.

9. Save the production order and make a note of the production order number: Production order number: ________________.

ResultYou have created another production order for material H84-1040 that also involves the usage of the PRT after the initial scheduling of the maintenance plan.

3.7.4 Confirming partial quantity of production order

Use

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You now confirm a partial quantity of the created production order, also confirming the assigned activities using the PRT that increases the counter reading of the measurement point for the PRT.

Procedure1. Access this activity using one of the following navigation options:

SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Single Screen Entry of Confirmations

Transaction code

CO11N

2. On the Enter Time Ticket for Production Order screen, make the following entries:


Order created production order in last step

Oper./Activity 10

Confirmation type Partial

Yield 50 EA

3. Save the confirmation.

ResultYou have confirmed the first activity for 50 pieces of the production order including the usage of the PRT.

3.7.5 Check measuring point of PRT 27000000

UseIn this step the counter reading of the measuring point for the PRT 27000000 is checked and compared to the initial value during the scheduling of the maintenance plan.


SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Display Measuring Point

Transaction code

IK03

2. On the Display Measuring Point: Initial screen, enter the measuring point you noted before and choose Enter. Note the counter of the last measuring document: ____

3. Choose the Last measurement document button to see the equipment and the actual counter reading of the measuring point and the difference to the last reading. The difference of 50 pieces corresponds to the confirmed quantity in the previous step.


ResultThe usage of the PRT 27000000 has been recorded in the corresponding measuring point.

Check maintenance plan for PRT 27000000

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UseIn this step you check the maintenance plan scheduling after the confirmation.

Procedure1. Access the activity using one of the following navigation options



2. Enter the number of the maintenance plan 600027000000, and choose Enter. You reach the Maintenance Schedule screen.

3. The total counter reading has increased according to the confirmed quantities.

4. The scheduled maintenance activities still have the status Hold because the cycle has not been exceeded yet.

Result

The actual counter reading of the measurement point is reflected in the maintenance plan; because the counter has reached the cycle’s end, a maintenance order will be created with the next confirmation.

3.7.6 Second confirmation of partial quantity of production order

UseYou now confirm another partial quantity of the created production order, also confirming the assigned activities using the PRT.

Procedure1. Access this activity using one of the following navigation options:

SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Single Screen Entry of Confirmations

Transaction code

CO11N

2. On the Enter Time Ticket for Production Order screen, make the following entries:


Order created production order in last step

Oper./Activity 10

Confirmation type Partial

Yield 20 EA

3. Save the confirmation.

Result

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You have confirmed another quantity of 20 pieces for the production order including the usage of the PRT.

3.7.7 Automatic Creation of Maintenance Order

UseAfter the new confirmation of the production order, the maintenance cycle of PRT is due. The rescheduling of the maintenance plan creates a maintenance order.

Procedure1. Access the scheduling activity using one of the following navigation options to reach the initial

screen for scheduling a maintenance plan:



2. Enter the number of the maintenance plan 600027000000, and choose Enter.

3. Note the Scheduling type / status New Start Save to Call. The maintenance plan no longer has the status Hold.

4. Choose Save to schedule the maintenance plan again and create a maintenance order in the background

5. On the initial screen, choose Enter again.

6. The maintenance plan has the status New Start Called.

7. Choose the line with the last call number and select Display Call Object (button down at the screen).

8. On the Display Maintenance order for PRT: Central Header screen, make a note of the PM order number:_____________

9. Choose the Operations tab. If necessary, additional maintenance steps (such as external) can be added within the change modus.

10. Choose the Costs tab. Note the plan costs of the maintenance order. The actual costs are determined during the confirmation of the PM order.

11. Go back to the SAP menu.

Result

A maintenance order has been created by scheduling the maintenance plan. The monitoring of maintenance plans can be executed automatically with Transaction IP30 (Batch-Job). In addition you can create a manual maintenance order anytime if the PRT is broken during the production process.

3.7.8 Locking the PRT

UseDuring the execution of the maintenance order, the PRT must be locked. Because of the actual maintenance activities the PRT is not available for production in this period. A release of a new production order for H83-1040 results in a warning message of the missing PRT. After the confirmation of the PM order, the call object in the maintenance plan is completed. The PRT can be released and is available in the production for H83-1040 again..

Procedure

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1. Access the activity using one of the following navigation options:

SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Change Equipment

Transaction code

IE02



Equipment 27000000


4. Select the PRT data tab.

5. Choose .

6. Note the status of the PRT changes to AVLB – NPRT not ready for use.

7. Choose Save.

8. Return to the SAP Easy Access screen.

ResultThe PRT has been locked for maintenance reasons and cannot be used anymore by operations it is assigned to.

3.7.9 Creating second production order

UseTo demonstrate the effects of the PRT that is no longer available for production, another production order is created and released.


SAP role menu Optional Steps: Preventive Maintenance of PRTs (H27) → Display Stock/Requirements Situation

Transaction Code

MD04



Material H83-1040

Plant BP01


4. Select the next MRP element PldOrd and choose Convert planned order to production order.

5. In the production order, the system explodes the routing and the BOM. The production order type is YHM1.You must check the settlement rule determined. To do this, from the Header menu, choose Settlement rule. You see that the production order is settled to material H83-1040.


7. Release the production order (Green Flag or CTRL + F1). The system issues the message PRT shortage. However the user can decide to release the production anywhere.

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8. Choose Cancel Release.

9. Save the production order and make a note of the production order number: Order number of second production order: ________________.

ResultYou tried to release another production order for material H83-1040. Because the PRT is unavailable, you cancelled the release until the PRT is available for production again.

3.7.10 Confirming the maintenance order

UseAfter the maintenance of the PRT has been finished the maintenance activities must be confirmed so that the PRT can be unlocked and is available for production again.


SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Overall Completion Confirmation

Transaction code IW42

3. On the Overall Completion Confirmation screen, make the following entries:

Field name

Description User Action and Values Comment

Order Plant maintenance order created by maintenance plan scheduling

Act. work 2 H

4. Choose the Tech. completion button. With the technical completion,the maintenance order will be updated.

5. Choose Save and go back to the SAP Easy Access screen.

Result The maintenance order has been confirmed and completed. The PRT can now be unlocked so it is available for production again.

3.7.11 Displaying the PM maintenance order

UseAfter the confirmation of the maintenance order the actual cost are settled to the order.


SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Display PM Order

Transaction code

IW33

2. On the Display Order: Initial screen, make the following entries:

Field Description User Action and Values Comment

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name

Order Plant maintenance order created by maintenance plan scheduling

3. Confirm your entries and choose the tab Costs.

4. On the Display Maintenance Order for PRT 4XXXXXX: Cost Overview screen, the planned and actual costs are displayed.


Result The confirmation of the PM maintenance order settled the actual maintenance costs.

3.7.12 Releasing the PRT

UseDuring the execution of the maintenance activities, the PRT has been locked, making it unavailable for production. After the maintenance has been completed, the PRT must be released again to become available for production.


SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Change Equipment

Transaction code

IE02



Equipment 27000000


4. Select the PRT data tab.

5. Choose .

6. Note the status of the PRT changes to AVLB – Available.

7. Choose Save and return to the SAP Easy Access screen.

ResultThe PRT has been released and can be used for production operations again.

Check maintenance plan for PRT 27000000

UseIn this step you check the maintenance plan scheduling after the technical completion of the maintenance order.

Procedure1. Access the activity using one of the following navigation options

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2. Enter the number of the maintenance plan 600027000000, and choose Enter. You reach the Maintenance Schedule screen.

3. The maintenance plan has the status New Start Complete. The other scheduled maintenance activities still have the status Hold because the cycle has not been exceeded for another time.


Result

After the technical completion of the maintenance order the scheduling of the maintenance plan has been finished. The maintenance plan has the status Hold until the next call is triggered by exceeding the maintenance cycle another time.

3.7.13 Releasing the second production order

UseBecause the PRT is available for production again the second production order can now be released.


SAP role menuOptional Steps: Preventive Maintenance of PRTs (H27) → Change Production Order

Transaction code

CO02

2. On the Production Order Change: Initial Screen, enter the following data:

Field name

Description User Action and Values Comment

Order The second production order for material H83-1040.


4. Choose Release. The release is performed without any warnings

5. Save the production order.

6. Return to the SAP Easy Access screen.

ResultBecause the PRT is available again for production, other production orders for the material H83-1040 can be released.

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