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CASE STUDY

SAP ERP Configuration Phase IV – Production

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ProductSAP ERP GBIRelease 6.04

Revised6/24/2014

FocusProduction

AuthorsSimha R. MagalStefan WeidnerTom Wilder

Version2.23

MOTIVATIONYou will configure the enterprise structure and business processes for Production.

After setting up the organization units and process parameters, you will create necessary master data and test the business process.

PREREQUISITESYou should be familiar with navigation in the SAP system.

It is also recommended that you have gone through the fulfillment exercise.

ACKNOWLEDGEMENTThis material was prepared with the assistance of student interns at the Seidman ERP program at Grand Valley State University and the SAP Club at CSU Chico as well as student and research assistants at SAP UCC Magdeburg.

Also, thanks to Corrie Fiedler (Senior Lecturer, Information & Decision Sciences, Carlson School of Management, University of Minnesota) for her assistance in improving this exercise.

Phase IV – Production CASE STUDY

Overview and Table of Contents

Table of Contents

General Notes and Cautions.........................................................................................................1

Part IV.1 – Enterprise Structure.....................................................................................................3

Part IV.2 – Rules and Parameters.................................................................................................5

Part IV.3 – Master Data...............................................................................................................21

Part IV.4 – Process Execution.....................................................................................................41

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Enterprise Structure

Rules and Parameters Master Data Process

Execution


General Notes and CautionsWarning: When working with other classmates at the same time in the same transactions within “SPRO”, tables will tend to lock up and you will only be able to display them. This is due to the fact that the system does not allow multiple users in the same transaction at the same time. To get passed this message, simply wait until the current user in the transaction is finished and then proceed.

Attributes: At times, certain attributes or fields may not appear to have the name of them in front of the user. To display the full name of the attribute or field, simply click within the field and then press the F1 key. This will bring up not only the title of the field, but it will bring up the full description of it to read.

The ## Symbol: When working with other classmates at the same time, you will be assigned your own unique identifier which is called the ## Symbol or the “Pound Pound” Symbol. This will be your identifier and is ASSIGNED FOR YOUR OWN USE ONLY!!! Please be cautious about other classmates attempting to use your identifier whether it is on purpose or not and if you suspect other classmates using it, inform your professor immediately so that fixes can be made accordingly. For example, if Ashley has an identifier of 09, Ashley’s company code will be US09.

The Search Tool: At times in this document, the instructions will ask you to search for something to put in a field. When it does this, simply click on the field itself and click on the icon to the right of it (it looks like a white square). Clicking on it will bring up another window and you will search from there. You may also search other field by clicking on the downward arrow that may be on the left or right of the field. It will bring up a drop down menu that will have options to choose from and click.

Where do I start? : There are three ways to proceed within the SAP system: Using the “SAP Easy Access” menu, using the “SAP Menu Bar”, and using the “SAP Customizing Implementation Guide” menu. All three of these are explained below:

1. The SAP Easy Access menu appears when you start a new session.2. The SAP Menu Bar also appears when you start a new session at the very top of the screen.

3. In the SAP Customizing Implementation Guide, there are two ways you may use to get here:

a. The first is to simply type “SPRO” in the transaction field at the top of the screen.b. Proceed through the path to get there. The path consists of the following:

(In the main menu of SAP, click on the black arrows on the left of these names) SAP menu ► Tools ► Customizing ► IMG ► Execute Project (double-click on “Execute Project”)

In the “Customizing: Execute Project” screen, click on the icon.

Saving: When the instructions to tell you to save data, always press the “Enter” key to validate. If there are error(s) that occur, they must be corrected before continuing to the next task. You will find errors from a transaction when there are red icons that appear in the message area. Messages that are yellow contain warnings and not errors. At times, these must be fixed in order to move on. However, most of the

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time, they do not need to be fixed and you can simply enter through them. Green messages are obviously showing that nothing went wrong with the transaction and that you may proceed to the next task.Set Controlling Area Pop-Up: At times throughout this phase, there will be times when the system asks you enter your controlling area to clarify which controlling area you are configuring for.

If this should happen, in the “Set Controlling Area” pop-up, enter the following information:

Attribute Description Data ValueControlling Area Uniquely identifies a controlling area. NA##

Click on (CONTINUE (ENTER)).

This will get you into the next screen where the instructions will then tell you what to do for the task.

Enter Chart of Accounts Pop-Up: At times throughout this phase, there will be times when the system asks you enter your chart of accounts to clarify which chart of accounts you are configuring for.

If this should happen, in the “Enter Chart of Accounts” pop-up, enter the following information:

Attribute Description Data ValueChart of Accounts Key that uniquely identifies a chart of accounts. GL##


This will get you into the next screen where the instructions will then tell you what to do for the task.

Differences in Font: Throughout this phase you will see tables with different fonts used in the Data Value column. The normal Times New Roman indicates you enter exactly what is typed out except for the ## Symbol where you would put in your identifier. The italicized Times New Roman font indicates the data is looked up or found.

Attribute Description Data ValueTimes New Roman Font that tells you to enter what is written. Times New Roman

Times New Roman (Italicized)

Font that tells you the data that needs to be looked up.

Times New Roman (Italicized)

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Part IV.1 – Enterprise Structure

Table of Contents

IV.1.1: Determine Work Center Location.......................................................................................4

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Execution


IV.1.1: Determine Work Center Location

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Definition ► Logistics – General ► Define Location

Tasks and Data Entry:

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Description: You will define a Work Center Location within the city of Dallas, TX. A Work Center Location contains Work Centers and identifies the physical location where work is carried out. A Work Center Location can be a general place description (Philadelphia) or a very specific place description (office 105, desk III).

Please note that a Work Center Location ≠ Work Center. Rather a Work Center Location contains Work Centers.

Warning: See “General Notes and Cautions” about table locks.


In the “Change View “Locations”: Overview” screen, click on the icon.

In the “New Entries: Overview of Added Entries” screen, enter the following information:

Plnt Location Name

Your Plant Dallas (DL##)DALLAS TX GBI N42##

Click on (ENTER).

In the “Edit address: DL## DALLAS TX” pop-up, enter the following information:

Attribute Description Data ValueCountry The country key contains information which the system uses to check

entries such as the length of the postal code or bank account number.USA (US)

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Region In some countries, the region forms part of the address. Texas (TX)

In the “Street Address” part, click on the icon.

Enter the following information:

Attribute Description Data ValueJurisdict. code Specifies the tax jurisdiction. Texas Jurisdiction Code

(TX0000000)

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Click on (ENTER (CONTINUE)). You will receive a message that says “One entry chosen”.

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In the “New Entries: Overview of Added Entries” screen, click on the icon.

You will receive a message that says “Data was saved”.

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Part IV.2 – Rules and Parameters

Table of Contents

IV.2.1: Define Production Scheduling Profile.................................................................................6

IV.2.2: Define Production Scheduler.............................................................................................7

IV.2.3: Configure Automatic Postings............................................................................................8

IV.2.4: Activate Material Requirements Planning..........................................................................9

IV.2.5: Define Checking Control..................................................................................................10

IV.2.6: Define Scheduling Parameters........................................................................................11

IV.2.7: Define Order Dependent Parameters..............................................................................12

IV.2.8: Define Confirmation Parameters......................................................................................13

IV.2.9: Carry Out Maintenance of Materials................................................................................14

IV.2.10: Carry Out Maintenance of Production............................................................................18

IV.2.11: Define Valuation of Goods Received.............................................................................20

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Execution


IV.2.1: Define Production Scheduling Profile

Navigation: SAP Customizing Implementation Guide ► Production ► Shop Floor Control ► Master Data ► Define production scheduling profile


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Description: You will create the Production Scheduling Profile used at your Dallas plant.

GBI management wants to improve plant efficiency by automatically taking the following action when a production order is created. The order is:

automatically released and scheduled without manual intervention. not scheduled unless all materials are available (e.g., partial orders are not allowed).

A production scheduling profile can be associated either with specific materials or to a production scheduler.



In the “Change View “Production Scheduling Profile”: Overview” screen, click on the icon.

In the “New Entries: Details of Added Entries” screen, enter the following information:

Attribute Description Data ValuePlant Key uniquely identifying a plant. Your Plant Dallas

(DL##)

Prod. Sched. Profile Specifies which transactions are carried out in parallel, can trigger an automatic goods receipt, or specify an overall profile for capacity leveling.

10

Description Description of production scheduler profile. ## Release & Schedule

Release Specifies an order is to be released when it is created. Selected

Schedule Order Specifies an order is to be scheduled as it is released. Selected

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Click on (SAVE). You will receive a message that says “Data was saved”.

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IV.2.2: Define Production Scheduler

Navigation: SAP Customizing Implementation Guide ► Production ► Shop Floor Control ► Master Data ► Define production schedule

r


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Description: You will create a Production Scheduler and associate this scheduler with the production schedule profile created in the previous step. The Production Scheduler is responsible for the day-to-day scheduling activities for a set of manufactured materials across a plant or plants.



In the “Change View “Production Scheduler”: Overview” screen, click on the icon.


Attribute Description Data ValuePlant Uniquely identifies a plant Your Plant Dallas (DL##)ProdSched. Scheduler responsible for a material in production. 0##Description Description of Production Scheduler ## DL Production SchedulerProdProfile Specifies which transactions are carried out in

parallel, can trigger automatic goods receipt, or specify an overall profile for capacity leveling.

10


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IV.2.3: Configure Automatic Postings

Navigation: SAP Customizing Implementation Guide ► Materials Management ► Valuation and Account Assignment ► Account Determination ► Account Determination Without Wizard ► Configure

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Description: This is the first of two steps in which you configure SAP to automatically post General Ledger transactions associated with the Production business process.

You will specify the General ledger accounts associated with the Issue Materials process step.

For example, when Raw Materials (Valuation Class = 3000) are issued to a production order (Transaction Key = VBR) financial transaction will post to

Inventory – Raw Materials (specified in a previous step) Raw Material Consumption (the offsetting account, specified in this step).

Notice that the general ledger account for ‘inventory from heaven’ is also specified here.



Automatic Postings


In the “Automatic Posting” screen, click on the icon.

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In the “Maintain FI Configuration: Automatic Posting – Procedures” screen, double-click on GBB.

You are in the “Maintain FI Configuration: Automatic Posting – Accounts” screen.


Val. modif. Gen. modif. Valuation class Account0001 3000 Your Raw Material Consumption Expense (720000)

0001 3030 Your Supplies Expense (740000)

0001 3100 Your Trading Good Consumption Expense (720200)

0001 7900 Your Semi-Finished Consumption Expense (720300)

0001 AUF 7900 Your Manufacturing Output settlement (741600)

0001 AUF 7920 Your Manufacturing Output Settlement Variance (741700)

0001 VBR 3000 Your Raw Material Consumption Expense (720000)

0001 VBR 3100 Your Trading Good Consumption Expense (720200)

0001 VBR 7900 Your Semi-Finished Consumption Expense (720300)

0001 BSA 3000 Your Inventory-Suspense (Heaven) (200500)



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Click on (SAVE). You will receive a message that says “Changes have been made”.

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IV.2.4: Activate Material Requirements Planning

Navigation: SAP Customizing Implementation Guide ► Materials Management ► Consumption-Based Planning ► Planning ► Activate Material Requirements Planning


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Description: You will activate your three Plants to use material resource planning (MRP).

MRP is used to plan manufacturing, purchasing, and delivering activities. MRP’s basic functions include inventory control, bill of material processing, and scheduling. This activation allows for the execution of single-item and multi-level planning in each of the three plants.



In the “Activation” screen, click on the icon.

You are in the “Change View “Activate Requirements Planning”: Overview” screen.


Plnt Activate requirements planningYour Plant Dallas(DL##) Selected

Your DC Miami (MI##) Selected

Your DC San Diego (SD##) Selected

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IV.2.5: Define Checking Control

Navigation: SAP Customizing Implementation Guide ► Production ► Shop Floor Control ► Operations ► Availability Check ► Define Checking Control

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Description: This is the first of four steps in which you specify parameters guiding the creation and release of production orders in your Dallas plant.

You will copy checking control parameters from Company Code US00 to your Company Code US##.

These parameters identify which inventory should be considered as available for use in a production order. GBI management has determined that production orders should be checked for inventory availability at both creation and release. This ensures that no order will be sent to the plant floor for production unless all materials (both raw materials and semi-finished goods) are available.




In the “Change View “Order Control”: Overview” screen, highlight the “DL00 PP01 1” row.

Highlight the “DL00 Plant PP01 2” row.

Click on (COPY AS…). You will receive a message that says “Specify target entries”.

In the “Change View “Order control”: Details of Selected Set” screen, enter the following information:

Attribute Description Data ValuePlant Key uniquely identifying a plant. Your Plant Dallas (DL##)

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Click on (ENTER). You will receive a message that says “Specify target entries”.



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Click on (ENTER). You will receive a message that says “Number of entries copied: 2”.

In the “Change View “Order control”: Overview of Selected Set” screen, click on the icon.

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You will receive a message that says “Data was saved”.

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IV.2.6: Define Scheduling Parameters

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Description: This is the second of four steps in which you specify parameters guiding the creation and release of standard production orders in your Dallas plant.

You will specify scheduling parameters associated with the Dallas Plant and your Production Scheduler. This step implements GBI management’s strategic decisions regarding production order scheduling:

orders are backwards scheduled, rather than forward scheduled. orders cannot be scheduled to begin in in the past (and hope that production can ‘catch up’). order lead time will not be automatically reduced (in the case the order is ‘running late’).



Navigation: SAP Customizing Implementation Guide ► Production ► Shop Floor Control ► Operations ► Scheduling ► Define Scheduling Parameters for Production Orders


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In the “Change View “Specify scheduling parameters”: Overview” screen, click on the

icon.



Order type Identifies the usage of the orders. Standard Production order (PP01)

Prodn Superv. Scheduler responsible for a material. Your DL Production Scheduler (0##)

Scheduling Type Specifies the scheduling type. Backwards

Automatic Scheduling Specifies that orders or networks are automatically scheduled when saved.

Selected


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IV.2.7: Define Order Dependent Parameters

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Description: This is the third of four steps in which you specify parameters guiding the creation and release of standard production orders in your Dallas plant.

You will specify production order parameters associated with the Dallas plant. This step implements GBI management’s tactical decisions regarding standard production orders:

production orders require a routing both planned (standard) costs and actual production costs are calculated for each production

order.



Navigation: SAP Customizing Implementation Guide ► Production ► Shop Floor Control ► Master Data ► Order ► Define order type-dependent parameters


You are in the “Change View “Order Type-Dependent Parameters: Overview”: Overview” screen.

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Click on (NEW ENTRIES).


Attribute Description Data ValuePlant Key that uniquely identifies a plant. Your Plant Dallas

(DL##)

Order Type Key that differentiates orders according to their purpose. Standard Production order (PP01)

Routing Selection Controls per plant and order type how the selection of a routing/reference operation set is to be carried out.

Routing Mandatory (automatic selection) (6)

BOM Application Represents a process for automatic determination of alternatives in the different areas within a company.

Production – General (PP01)

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Click on the “Cost Accounting” tab.


Attribute Description Data ValueCstg variant planned Key that specifies which costing variant

is used to determine the planned costs.Production Order: Planned (PPP1)

Cstg variant actual Key that specifies the costing variant that Production Order: Actual (PPP2)

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is used to determine the actual costs.


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IV.2.8: Define Confirmation Parameters

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Description: This is the fourth of four steps in which you specify parameters guiding the creation and release of standard production orders in your Dallas plant.

You will specify confirmation parameters associated with the Dallas Plant. This step implements GBI management’s tactical philosophy regarding the confirmation of standard production orders:

at final confirmation, all production order components (raw materials and semi-finished goods) are ready for issue and thus open reservations are cleared.



Navigation: SAP Customizing Implementation Guide ► Production ► Shop Floor Control ► Operations ► Confirmation ► Define Confirmation Parameters


You are in the “Change View “Parameters for Order Confirmation”: Overview” screen.

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Attribute Description Data ValuePlant Key that uniquely identifies a plant. Your Plant Dallas (DL##)

Order Type Key that differentiates orders according to their purpose. Standard Production order (PP01)

Click on the “Individual Entry General” tab.

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Attribute Description Data ValueConfirmation Type Specifies what sort of confirmation is to be automatically

proposed.Final Confirmation

Clear Open Reservations

Specifies that with a final confirmation the indicator “Final issue” is also set for components that are not backflushed.

Selected


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IV.2.9: Carry Out Maintenance of Materials

Navigation: SAP Customizing Implementation Guide ► Materials Management ► Consumption-Based Planning ► Plant Parameters ► Carry Out Overall Maintenance of Plant Parameters


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Description: This is the first of two steps in which you specify MRP parameters.

In this step you will: specify the number scheme by which production orders and other production-related

transaction will be numbered. For example, your first Planned Production Order in Dallas will be Planned Order #1,

create an MRP controller (0##). The MRP controller is a planner (or group of planners) responsible for the day-to-day planning activities,

specify other analytical measures (float, for example) that guide the MRP algorithm.



You are in the “Plant Parameters for Material Requirements Planning” screen.

Click on (CREATE).

In the “Create Plant Parameters” pop-up, enter the following information:

Attribute Description Data ValuePlant Key that uniquely identifies a plant. Your Plant Dallas (DL##)

Click on (CREATE).

In the “Create Plant Parameters” pop-up, click on the icon.

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You will receive a message that says “Plant Parameters for Plant DL## can now be maintained”.

In the “Plant Parameters for Material Requirements” screen, click on the icon.

In the “Maintain Plant Parameters” pop-up, click on the icon.

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In the “Maintain Plant Parameters” screen, click on the icon.

In the “Assign Number Ranges” screen, click on the icon.

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You will receive a message that says “One entry chosen”.

You are in the “Change View “Number Ranges for Planned Orders”: Overview” screen.


Plnt Name 1 NRge pl.ordersYour Plant Dallas (DL##) ## Plant Dallas 01


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Click on (BACK).



You are in the “Change View “Number Ranges for Reservations”: Overview” screen.


Plnt Name 1 NR: StkTrns Res.Your Plant Dallas (DL##) ## Plant Dallas 01

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Click on (BACK).


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You are in the “Change View “Number Ranges for Purchase Requisitions”: Overview” screen,


Plnt Name1 NR - PReqYour Plant Dallas (DL##) ## Plant Dallas 01

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Click on (BACK).



You are in the “Change View “Number Ranges for MRP Lists”: Overview” screen.

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Plnt Name 1 No. Range –MRPYour Plant Dallas (DL##) ## Plant Dallas 01


Click on (BACK).



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You are in the “Change View “Number Range for Sim. Dependent Requirements”: Overview” screen


Plnt NR. SimDepRsYour Plant Dallas (DL##) 01

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Click on (BACK).


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In the “Maintain Plant Parameters” screen click on the icon.

You will receive a message that says “No entries found that match selection criteria”.

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In the “Change View “MRP Controllers”: Overview” screen, click on the icon.



MRP Controller Specifies the number of MRP controller or group of MRP controllers responsible for material planning for the material.

0##

Name of MRP Controller Specifies the name of the MRP controller or group of MRP controllers responsible for material requirements planning.

## DL Controller

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Click on (BACK). You will receive a message that says “Only one entry chosen”.

In the “Change View “MRP Controllers”: Details” screen, click on the icon.

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In the “Change View “MRP Controllers”: Overview” screen, click on the icon.

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In the “Change View “Floats for Scheduling”: Overview” screen, click on the icon.


Plnt Marg. Opening Period Fl Bef. Fl After Rel. Per.Your Plant Dallas (DL##)

001 1 1 1 1


Click on (BACK). You will receive a message that says “Only one entry chosen”.

In the “Change View “Floats for Scheduling”: Overview” screen, click on the icon.


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In the “Change View “Availability Check”: Overview” screen, enter the following information:

Plnt Rule for Availability CheckYour Plant Dallas (DL##)

PP Checking Rule PP

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Click on (BACK).


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You are in the “Change View “Default Values Purchasing/MRP”: Details” screen.


Attribute Description Data ValueScheduling: Info Rec/Agreemt Determines whether the planned delivery time in the

record is used for scheduling in the planning run.Selected

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Schedule lines Indicator controls whether, during the planning run, the system never creates schedule lines, only creates schedule lines in the opening period, or whether it creates schedule lines in the planning horizon.

Schedule lines (3)

Unknown Acct Assignment Account assignment for materials not valuated. Unknown (U)


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IV.2.10: Carry Out Maintenance of Production

Navigation: SAP Customizing Implementation Guide ► Production ► Material Requirements Planning ► Plant Parameters ► Carry Out Overall Maintenance of Plant Parameters


You are in the “Plant Parameters for Material Requirements Planning” screen.

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Description: This is the second of two steps in which you will specify MRP parameters.

You will specify that: planned production orders will be converted to Production Orders with Order Type =

Standard. if multiple Bills of Materials (BOM) or Routings are available, SAP will automatically

assign the production BOM and the production Routing.



Click on (MAINTAIN).

In the “Maintain Plant Parameters” pop-up, enter the following information:


Click on (MAINATIN).

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In the “Conversion” screen, click on the icon.

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You are in the “Change View “Conv. Planned Ord. -> Prod.Ord., MRP Customizing”: Overview screen.


Attribute Description Data ValueProduction order Key that differentiates orders Standard Production Order (PP01)


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Click on (BACK) twice.

In the “Conversion” screen, click on the icon.

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In the “Plant Parameters: Reporting” screen, click on the icon.

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In the “Change View “Run-Time Statistics”: Overview” screen, enter the following information:

Attribute Description Data ValueDisplay list Instructs the system to create a list of the planned materials. SelectedFrequency Determines if an entry is made in the runtime statistics. 1


Click on (BACK).

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In the “Plant Parameters: Reporting” screen, click on the icon.


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In the “Change View “BOM/Routing Selection”: Overview” screen, enter the following information:

Attribute Description Data ValueBOM Sel ID Determines which BOM is to be used and

with which priority for BOM selection.01 Production (01)

Routing Sel ID Determines which routing is to be used and with which priority for routing selection.

01 Released (general) (01)

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Click on (SAVE). You will receive a message that says “Maintain selection ID in the parameters”.

Click on (ENTER). You will receive a message that says “Data was saved”.

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IV.2.11: Define Valuation of Goods Received

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Description: This is the first of two steps in which you configure SAP to automatically post General Ledger transactions associated with the Production business process.

You will specify the General ledger accounts associated with the Receive Finished Goods process step.

For example, when a Production Order is completed, and Finished Goods are received, the inventory is valued at:

the actual cost as posted to the production order (if the Finished Good has moving average price control), or

standard cost (if the finished good has standard price control).



Navigation: SAP Customizing Implementation Guide ► Production ► Shop Floor Control ► Integration ► Define Valuation of Goods Received


You are in the “Change View “Valuation variants for order costing”: Overview” screen.

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Attribute Description Data ValueVal. Area Organizational level at which the material is valuated. Your Plant Dallas (DL##)Val. Var. Determines the price of goods receipts for materials. Production Order: Actual

(007)


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Part IV.3 – Master Data

Table of Contents

IV.3.1: Create Activity Type.........................................................................................................22

IV.3.2: Change Activity Output/Prices.........................................................................................23

IV.3.3: Determine Person Responsible.......................................................................................25

IV.3.4: Create Capacity...............................................................................................................26

IV.3.5: Create Work Centers.......................................................................................................28

IV.3.6: Create Raw Materials.......................................................................................................30

IV.3.7: Create Semi-Finished Good.............................................................................................32

IV.3.8: Create Finished Good......................................................................................................34

IV.3.9: Create Bills of Materials...................................................................................................36

IV.3.10: Create Product Routings................................................................................................38

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Execution


IV.3.1: Create Activity Type

Navigation: SAP menu ► Accounting ► Controlling ► Cost Center Accounting ► Master Data ► Activity Type ► Individual Processing ► Create

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Description: This is the first of three steps in which you will define the labor needed to manufacture products.

You will create activity types which describe the various forms of activity that can be performed at a cost center. For simplicity, GBI uses only one activity type: LABOR.

You will implement GBI management’s tactical decisions that LABOR is: measured in Hour (H), evaluated for each cost center, and distributed to the Labor secondary cost element for management accounting.



In the “Create Activity Type: Initial Screen” screen, enter the following information:

Attribute Description Data ValueActivity Type Key uniquely identifying an activity type. LABOR

Valid From Date indicating as of when an entry is valid. First Day of Current Year

Click on (ENTER).

In the “Create Activity Type: Basic Screen” screen, enter the following information:

Attribute Description Data ValueName General description of the object. ## Labor Hours

Activity Unit Time or quantity unit used to post the consumed activity quantities.

Hour (H)

CCtr categories Indicator determining for which cost center types an activity type is allowed for planning and as a sender in activity allocation.

All Cost Center Cate (*)

ATyp category Determining the method of activity planning and allocation.

Manual entry, manual allocation (1)

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Allocation cost elem A secondary cost element under which the activity type business process is allocated.

Your Labor Allocation (800000)

Price indicator Indicator showing how the system calculates the price of a business process or activity type.

Plan price, automatically based on activity (1)

Æ Make sure to use Hour(H) and not Hours(HR) for the Activity Unit.

Click on (SAVE). You will receive a message that says “Activity type has been created”.

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IV.3.2: Change Activity Output/Prices

Navigation: SAP menu ► Accounting ► Controlling ► Cost Center Accounting ► Planning ► Activity

Output/Prices ► Change


In the “Change Activity Type/Price Planning: Initial Screen” screen, enter the following information:

Attribute Description Data ValueVersion A collection of year-dependent indicators for planning data. Plan/Act – Version

(0)

From Period A planning period is the smallest closed unit of a fiscal year in which plan data can be entered and stored in the system.

1

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Description: This is the second of three steps in which you will define the labor needed to manufacture products.

You will specify how the LABOR activity is distributed between – and among – Cost Centers.

In Phase I, you created an Operations Cost Center Group composed of several Cost Centers. For each of these Cost Centers, you will define the price of LABOR which will be used for product cost calculations.


To Period A planning period is the smallest closed unit of a fiscal year in which plan data can be entered and stored in the system.

12

Fiscal year Period when a company creates inventory. Current Year

Cost Center group Organizational unit for grouping together cost centers. Your Operations (N40##)

Activity Type A description of the activity produced by a cost center. LABOR

Click on (OVERVIEW SCREEN).

In the “Change Activity Type/Price Planning: Overview Screen” screen, enter the following information:

Activity Plan Activity Distribution key Distribution key Variable priceLABOR 100000 Distribution as

before (2)Distribution as before (2) 10

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Click on (NEXT COMBINATION).

Repeat this for the rest of the cost centers within the group.

Click on (SAVE). You will receive a message that says “Changed data has been posted”.

In the “Change Activity Type/Price Planning: Initial Screen” screen, enter the following information:

Attribute Description Data ValueFiscal year Period for which a company creates its inventory and balance sheet. Year After Current

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Click on (OVERVIEW SCREEN).

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In the “Change Activity Type/Price Planning: Overview Screen” screen, enter the following information:

Activity Plan Activity Distribution key Distribution key Variable priceLABOR 100000 Distribution as before

(2)Distribution as before (2) 10

Click on (NEXT COMBINATION).

Repeat this for the rest of the cost centers within the group.

Click on (SAVE). You will receive a message that says “Changed data has been posted”.

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IV.3.3: Determine Person Responsible

Navigation: SAP Customizing Implementation Guide ► Production ► Basic Data ► Work Center ► General Data ► Determine person responsible


You are in the “Change View “Person Responsible for Work Center”: Overview” screen.

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Description: You will create a person (## Steve Barton) responsible for maintaining Work Center master data. Note that this person is not responsible for Work Center planning, but rather for maintaining Work Center parameters.





Plnt Pers. Respons. Person responsible for work centerYour Plant Dallas (DL##)

0## ## Steve Barton


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IV.3.4: Create Capacity

Navigation: SAP menu ► Logistics ► Production ► Master Data ► Work Centers ► Capacity ►

Create


In the “Create Capacity: Initial Screen” screen, enter the following information:


Capacity Description by which the capacity is created. SHIFT

Capacity category Key which describes capacity in more detail. Person (002)

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Description: In order to plan production, GBI must understand the manufacturing capacity at each Plant and Work Center.

GBI has two types of capacity: person hours and machine hours. GBI’s Dallas plant has three people and three machines, both available during day shift only.


Click on (ENTER).

In the “Create Capacity: Header” screen, enter the following information:

Attribute Description Data ValueCapacity short text Describes the capacity in more detail. ## Standard Day Shift

Capacity planner grp Key referring to the capacity planner group. Planner group A (A)

Base unit of meas. Unit in which capacity is maintained. Hour (H)

Start Start of the shift. 08:00:00

Finish End of the shift. 17:00:00

Length of breaks Total break time per shift. 01:00:00

Capacity utilization The relationship between a machine’s actual capacity and its theoretical capacity.

100

No. of indiv. cap. Number of elements which make up a group. 3

Relevant to finite scheduling

Specifies that the system should take the available capacity and the load of this capacity into account during finite scheduling.

Selected

Click on (SAVE).

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You will receive a message that says “Capacity SHIFT plant DL## category 002 created”.

In the “Create Capacity: Initial Screen” screen, enter the following information:

Attribute Description Data ValueCapacity category The capacity category enables you to determine

whether it is machine or labor capacity.Machine (001)

Click on (ENTER).

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In the “Create Capacity: Header” screen, enter the following information:

Attribute Description Data ValueCapacity short text Describes the capacity in more detail. ## Standard Day Shift

Capacity planner grp Key referring to the capacity planner group. Planner group A (A)

Base unit of meas. Unit in which capacity is maintained. Hour (H)

Start Start of the shift. 08:00:00

Finish End of the shift. 17:00:00

Length of breaks Total break time per shift. 01:00:00

Capacity utilization The relationship between a machine’s actual capacity and its theoretical capacity.

100

No. of indiv. cap. Number of elements which make up a group. 3

Relevant to finite scheduling Specifies that the system should take the available capacity and the load of this capacity into account during finite scheduling.

Selected

Click on (SAVE).

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You will receive a message that says “Capacity SHIFT plant DL## category 001 created”.

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IV.3.5: Create Work Centers

Navigation: SAP menu ► Logistics ► Production ► Master Data ► Work Centers ► Work Center ►

Create


In the “Create Work Center: Initial Screen” screen, enter the following information:


Work center Key identifying the work center. ASSY10##

Work center cat. Key which distinguishes the work centers. Labor (0003)

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Description: You will create Work Centers at your Dallas plant and associate each Work Center with a Work Center Location, Cost Center, and Person Responsible.

Work Centers are locations at which value-added work associated with the manufacturing process is carried out. GBI has identified five work centers at the Dallas plant. Each Work Center is associated with Activity Types and Capacity Categories in order to carry out production and capacity planning.


Click on (ENTER).

In the “Create Work Center: Basic Data” screen, enter the following information:

Attribute Description Data ValueDescription Description ## DL Assembly

Person responsible The person or group who is responsible for the work center.

Your Person Responsible (0##)

Location Physical location of the work center. DALLAS TX

Usage Controls which type of task list used. Only routings (001)

Standard value key Dimension to one of up to six values. Normal production (SAP1)

Click on (ENTER).

Enter the following information at the bottom of the screen:

Key Word Rule for Mant.Setup should be entered

Labor should be entered

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Click on the “Default Values” tab.

In the “Create Work Center: Default Values” screen, enter the following information:

Attribute Description Data ValueControl key Determines which business transactions should be

executed for the object that belongs to the order.Routing/Ref. op. set – internal proc. (ASSY)


Parameter Standard Value UnitSetup Minute (MIN)

Labor Minute (MIN)

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Click on the “Scheduling” tab.

In the “Create Work Center: Scheduling” screen, enter the following information:

Attribute Description Data ValueCapacity category Enables the determination of whether it is machine or labor. Person (002)

Capacity Capacity name SHIFT

Setup formula Formula used in scheduling to calculate the setup time. Prod.: Setup time (SAP001)

Processing formula Formula used in scheduling to determine the processing time. Prod.: Labor time

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(SAP003)

Click on the “Costing” tab.

In the “Create Work Center: Cost Center Assignment” screen, enter the following information:

Attribute Description Data ValueCost Center Key uniquely identifying a cost center. Your Production Costs (NAPR10##)


Alt activity descr. Activity Type Formula keySetup LABOR Prod.: Setup time (SAP001)

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Labor LABOR Prod.: Labor time (SAP003)

Click on (SAVE).

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You will receive a message that says “Work center ASSY10## in plant DL## was created”.

You have just created your Assembly work center in the steps above. Appendix F contains data about all of the Work Centers in GBI. Use the data in appendix F to create the following Work Centers:

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INSP10##, MANT10##, PACK10##, and SERV10##. Create each of the work centers using the steps above.

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IV.3.6: Create Raw Materials

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Description: This is the first of three steps in which you create materials for testing the Production process.

You will create Raw Material by copying from the material master in Company Code US00.

Raw Materials (Material Type = ROH) are materials purchased from an external source and used in the production process. The material master for Raw Materials therefore contains both purchasing data and MRP data.

You will begin by copying Socket Head Bolt 5x20mm (BOLT1000) from Company Code US00. You will renumber the original bolts and change the description. You will associate your Raw Materials with your Purchasing Group (N##) created in Phase II and your MRP Controller (0##) created earlier in this Phase.


Navigation: SAP menu ► Logistics ► Materials Management ► Material Master ► Material ► Create (Special) ► Raw Material


In the “Create Raw Material (Initial Screen)” screen, enter the following information:

Attribute Description Data ValueMaterial Key uniquely identifying the material. BOLT10##

Industry sector Industry to which the material is assigned. Mechanical engineering

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Copy from…Material Material you want the system to copy. BOLT1000

Click on (ENTER).

In the “Select View(s)” pop-up, highlight the “Basic Data 1” row.

Highlight the “Purchasing” row.

Highlight the “MRP1” row.


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Highlight the “General Plant Data / Storage 1” row.

Highlight the “Accounting 1” row.

Highlight the “Costing 1” row.

Click on (SAVE AS DEFAULT VALUES).

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Click on (CONTUNUE (ENTER)).

In the “Organizational Levels” pop-up, enter the following information:

Attribute Description Data ValuePlant Key uniquely identifying a plant. Your Plant Dallas

(DL##)

Stor. Location The storage location at which the material is stored. Your Raw Materials (RM##)

Copy from Plant Plant of the reference material. DL00

Copy from Stor. Location Storage location of the reference material. RM00



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You will receive a message that says “The material already exists and will be extended”.

In the “Create Raw Material BOLT10##” screen, enter the following information:

Attribute Description Data ValueMaterial Description (Short Text) Material Description ## Socket Head Bolt 5x20mm

Purchasing Group A buyer or a group of buyers. Your Purchasing Group (N##)

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Click on (ENTER).


Attribute Description Data ValueMRP Controller Specifies the number of the MRP Controller or group

of MRP controllers responsible for material planning.Your DL Controller (0##)

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Click on (ENTER) until you reach the last tab.

Click on (ENTER).

In the “Last data screen reached” pop-up, click on the icon.

You will receive a message that says “Material BOLT10## created”.

You have just created your Socket Head Bolt in the steps above. Appendix G contains data about all of the Raw Materials in GBI. Use the data in appendix G to create the following Raw Materials: BOLT10##, BRKT10##, CHAN10##, DGAM10##, HXNT10##, LWSH10##, PCKG10##, PEDL10##,

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TRFR30##, TRHB10##, TRSK10##, TRTB10##, TRTR10##, TRWH10##, WDOC10##. Create each of the materials with the same views you used above.

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IV.3.7: Create Semi-Finished Good

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Description: This is the second of three steps in which you create materials for testing the Production process.

You will create a Semi-Finished Good by copying from the material master in Company Code US00.

Semi-Finished Goods (Material Type = HALB) are produced in-house from other materials (raw materials and/or semi-finished goods) and are used in the production of Finished Goods. The material master for Semi-Finished Goods therefore contains both production data and MRP data.

You will copy the Touring Aluminum Wheel Assembly (TRWA1000) from Company Code US00, renumber the original assembly, and change the description. You will associate your Semi-Finished Good with your MRP Controller (0##) and Production Scheduler (0##) created earlier in this Phase.


Navigation: SAP menu ► Logistics ► Materials Management ► Material Master ► Material ► Create (Special) ► Semifinished Product


In the “Create Semifinished Product (Initial Screen)” screen, enter the following information:

Attribute Description Data ValueMaterial Key identifying the material. TRWA10##

Copy from…Material Material you want to copy from. TRWA1000

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Click on (ENTER).




Highlight the “Work Scheduling” row.

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Click on (CONTUNUE (ENTER)).


Attribute Description Data ValueStor. Location Location at which the material is stored. Your Semi-Finished Goods

(SF##)

Copy from Stor. Location Storage location of the reference material. SF00



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In the “Create Semifinished Product TRWA10##” screen, enter the following information:

Attribute Description Data ValueMaterial Description (Short Text) Material Description ## Touring Aluminum Wheel Assembly

MRP Controller Controller responsible for material planning.

Your DL Controller (0##)

Click on (ENTER).

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Attribute Description Data ValueIn-house production The time in workdays needed to produce the material in-house. 1

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Click on (ENTER).


Attribute Description Data ValueProdn Supervisor Responsible for materials in production. Your DL Production Scheduler (0##)


Click on (ENTER).


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You will receive a message that says “Material TRWA10## created”.

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IV.3.8: Create Finished Good

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Description: This is the third of three steps in which you create materials for testing the Production process.

You will create a Finished Good by copying from the material master in Company Code US00.

Finished Goods (Material Type = FERT) are produced in-house from other materials (raw materials and/or semi-finished goods) and are sold to a Customer. The material master for Finished Goods therefore contains production data, MRP data, and sales data.

You will copy the Deluxe Touring Bike (red) (DXTR3000) from Company Code US00, renumber the original assembly, and change the description. You will associate your new Finished Good with your MRP Controller (0##) and Production Scheduler (0##) created earlier in this Phase.


Navigation: SAP menu ► Logistics ► Materials Management ► Material Master ► Material ► Create (Special) ► Finished Product


In the “Create Finished Product (Initial Screen)” screen, enter the following information:

Attribute Description Data ValueMaterial Key identifying the material. DXTR30##

Copy from…Material Material you want to copy from. DXTR3000

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Click on (ENTER).




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Highlight the “Work Scheduling” row.

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Attribute Description Data ValueStor. Location Location at which the material is stored. Your Finished Goods

Copy from Stor. Location Storage location of the reference material. FG00



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In the “Create Finished Product DXTR30##” screen, enter the following information:

Attribute Description Data ValueMaterial Description (Short Text) Material Description ## Deluxe Touring Bike (red)

MRP Controller MRP Controller responsible for material planning for the material.

Your DL Controller (0##)

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Click on (ENTER).


Attribute Description Data ValueIn-house production The time in workdays needed to produce the material in-house. 1

Click on (ENTER).


Attribute Description Data ValueProdn Supervisor Responsible for materials in production. Your DL Production Scheduler (0##)


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Click on (ENTER).


You will receive a message that says “Material DXTR30## created”.

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IV.3.9: Create Bills of Materials

Navigation: SAP menu ► Logistics ► Production ► Master Data ► Bills of Material ► Bill of Material ► Material BOM ► Create


In the “Create material BOM: Initial Screen” screen, enter the following information:

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Description: You will create Bills of Material (BOM) for use at Dallas by copying from Company Code US00.

A BOM is a structured list of all the components and their quantities that make up a manufactured good. You will create BOMs for both your Semi-Finished Good and your Finished Good. Note that the Bill of Material is developed for an individual plant, so GBI can use different Bills of Materials for the same manufactured good as local plant needs dictate.

You will copy the BOM from the Dallas Plant (DL00) in Company Code US00; and change each component from the original material (example, BOLT1000) to your material (example, BOLT10##).


Attribute Description Data ValueMaterial Key uniquely identifying the material. Your Touring Aluminum Wheel Assembly

(TRWA10##)

Plant Key uniquely identifying a plant. Your Plant Dallas (DL##)

BOM Usage Defines the area where a BOM can be used. Production (1)

Click on (COPY FROM…).

In the “Copy From…” pop-up, enter the following information:

Attribute Description Data ValueMaterial Key uniquely identifying the material. Original Touring Aluminum Wheel Assembly

Plant Key uniquely identifying a plant. Original Plant Dallas (DL00)

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In the “Create material BOM: Copy From” screen, click on the icon.

Click on (COPY).

You will receive an error that says “Material TRTR1000 not maintained in plant DL##”.

In the “Create material BOM: Item: General data” screen, enter the following information:

Attribute Description Data ValueComponent Material number of the components that you enter. Your Touring Tire (TRTR10##)

Click on (ENTER).

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You will receive an error that says “Material TRTB1000 not maintained in plant DL##”.

Repeat this to add the rest of your raw materials to your touring wheel assembly bill of materials.

You are now in the “Create material BOM: General Item Overview” screen.

Click on (SAVE). You will receive a message that says “Creating BOM for material TRWA10##”.

In the “Create material BOM: Initial Screen” screen, enter the following information:

Attribute Description Data ValueMaterial Alphanumeric key uniquely identifying the material. Your Deluxe Touring Bike (red)

(DXTR30##)


In the “Copy From…” pop-up, enter the following information:

Attribute Description Data ValueMaterial Alphanumeric key uniquely identifying the

material.Original Deluxe Touring Bike (red) (DXTR1000)


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In the “Create material BOM: Copy From” screen, click on the icon.

Click on (COPY).

You will receive an error that says “Material TRWA1000 not maintained in plant DL##”.

In the “Create material BOM: Item: General data” screen, enter the following information:

Attribute Description Data ValueComponent Number of the components that you enter. Your Touring Aluminum Wheel Assembly

(TRWA10##)

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Click on (ENTER).

You will receive an error that says “Material TRFR3000 not maintained in plant DL##”.

Repeat this to add all of your raw materials to your deluxe touring bike (red) bill of materials.

You are in the “Create material BOM: General Item Overview” screen.

Click on (SAVE). You will receive a message that says “Creating BOM for material DXTR30##”.

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IV.3.10: Create Product Routings

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Description: This is the third of three steps in which you will define the labor needed to manufacture products.

You will create Product Routings for use at Dallas by copying from Company Code US00.

A Product Routing describes the sequence of operations required to produce a manufactured good. Examples of operations include assembly, inspection, and packing. Each operation is associated with a Work Center.

Note that: the Routing is developed for an individual plant, so GBI can use different Routings for the

same manufactured good as local plant needs dictate. each operation includes setup time, machine time, and labor time. This data allows GBI to do

capacity planning and product costing.

You will copy the Routing from the Dallas Plant (DL00) in Company Code US00; and change each Work Center from the original Work Center (example, ASSY1000) to your Work Center (example, ASSY10##).


Navigation: SAP menu ► Logistics ► Production ► Master Data ► Routings ► Routings ► Standard

Routings ► Create


In the “Create Routing: Initial Screen” screen, enter the following information:

Attribute Description Data ValueMaterial Key uniquely identifying the material. Your Touring Aluminum Wheel Assembly

(TRWA10##)


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In the “Select Type” pop-up, click on the icon.

You are in the “Create Using Copy Function: Select Object to be Copied” pop-up.


Attribute Description Data ValueMaterial Key uniquely identifying the material. Original Touring Aluminum Wheel Assembly


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In the “Create Routing: Header Data Check” screen, enter the following information:

Attribute Description Data ValueStatus You use the status key to indicate the processing status of a task list. Released (general)

(4)

Click on (ENTER).

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You will receive an error that says “Work center ASSY1000 does not exist in plant DL##”.

In the “Create Routing: Operation – Check” screen, enter the following information:

Attribute Description Data Value

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Work center Key identifying the work center. ASSY10##(ASSY10##)

Click on (ENTER).

In the “Information” pop-up, click on the icon.


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You will receive a message that says “Enter standard value Setup”.

In the “Create Routing: Operation – Check” screen, click on the icon.


Click on (ENTER).

Repeat this to add the rest of your work centers to your touring wheel assembly product routing.

In the “Create Routing: Operation Overview” screen, click on the icon.

You will receive a message that says “Routing was saved with group and material TRWA10##”.

In the “Create Routing: Initial Screen” screen, enter the following information:

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Attribute Description Data ValueMaterial Alphanumeric key uniquely identifying the material. Your Deluxe Touring Bike (red)

(DXTR30##)


Æ Make sure to clear the “group” field in the “Create Routing: Initial Screen” before creating the DXTR30## routing.


In the “Select Type” pop-up, click on the icon.

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You are in the “Create Using Copy Function1: Select Object to be Copied” pop-up.


Attribute Description Data ValueMaterial Alphanumeric key uniquely identifying the

material.Original Deluxe Touring Bike (red) (DXTR3000)



In the “Create Routing: Header Data Check” screen, enter the following information:

Attribute Description Data ValueStatus You use the status key to indicate the processing status of a task list. Released (general)

(4)

Click on (ENTER).

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You will receive an error that says “Work center ASSY10## does not exist in plant DL##”.

In the “Create Routing: Operation – Check” screen, enter the following information:

Attribute Description Data ValueWork center Key identifying the work center. ASSY10## (ASSY10##)

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In the “Create Routing: Operation – Check” screen, click on the icon.


Click on (ENTER).

Repeat these steps to add the rest of your work centers to your deluxe touring bike (red) product routing.

In the “Create Routing: Operation Overview” screen, click on the icon.

You will receive a message that says “Routing was saved with group and material DXTR30##”.

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Part IV.4 – Process Execution

Table of Contents

IV.4.1: Create Initial Inventory Balances.....................................................................................42

IV.4.2: Create Planned Order for Semifinished...........................................................................43

IV.4.3: Convert Planned Order for Semifinished.........................................................................44

IV.4.4: Issue Materials to Production Order I...............................................................................45

IV.4.5: Confirm Production for Semifinished................................................................................46

IV.4.6: Receive Semifinished Into Inventory................................................................................47

IV.4.7: Create Planned Order for Finished Goods.......................................................................48

IV.4.8: Convert Planned Order for Finished................................................................................49

IV.4.9: Issue Materials to Production Order II..............................................................................50

IV.4.10: Confirm Production for Finished Goods.........................................................................51

IV.4.11: Receive Finished Goods into Inventory.........................................................................52

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Execution


IV.4.1: Create Initial Inventory Balances

Navigation: SAP menu ► Logistics ► Materials Management ► Inventory Management ► Goods Movement ► Goods Receipt ► Other


In the “Enter Other Goods Receipts: Initial Screen” screen, enter the following information:

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Description: Testing of the production process is organized into three parts: Create raw material inventory balance (IV.4.1) Produce semi-finished good (Touring Aluminum Wheel Assembly) (IV.4.2 – 6) Product finished good (Deluxe Touring Bike (red) (IV.4.7 – 11)

In this step, you create the raw material inventory balance required to produce 10 bikes. Normally, the material planning process would create purchase requisitions for the necessary raw materials. You would then execute the procurement process and receive these materials into inventory.

However, for the purpose of this exercise, we will take a shortcut and create “inventory from heaven” using a special movement type (561). Recall that earlier in this Phase, you create the General Ledger accounts required for this special movement type.


Attribute Description Data ValueMovement Type Goods Movement Type Receipt per initial entry of stock balances into unr.-use

(561)

Storage Location Location at which the material is stored.

Your Raw Materials (RM##)

Click on (ENTER).

In the “Enter Other Goods Receipts: New Items” screen, enter the following information:

Material Quantity UnE PlantBOLT10##(BOLT10##) 20 EA Your Plant Dallas (DL##)

BRKT10##(BRKT10##) 10 EA Your Plant Dallas (DL##)

CHAN10##(CHAN10##) 10 EA Your Plant Dallas (DL##)

DGAM10##(DGAM10##) 10 EA Your Plant Dallas (DL##)

HXNT10##(HXNT10##) 20 EA Your Plant Dallas (DL##)

LWSH10##(LWSH10##) 40 EA Your Plant Dallas (DL##)

PCKG10##(PCKG10##) 10 EA Your Plant Dallas (DL##)

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PEDL10##(PEDL10##) 10 EA Your Plant Dallas (DL##)

TRFR30##(TRFR30##) 10 EA Your Plant Dallas (DL##)

TRHB10##(TRHB10##) 10 EA Your Plant Dallas (DL##)

TRSK10##(TRSK10##) 10 EA Your Plant Dallas (DL##)

TRTB10##(TRTB10##) 20 EA Your Plant Dallas (DL##)

TRTR10##(TRTR10##) 20 EA Your Plant Dallas (DL##)

TRWH10##(TRWH10##) 20 EA Your Plant Dallas (DL##)

WDOC10##(WDOC10##) 10 EA Your Plant Dallas (DL##)

Æ You may need to press the (NEW ITEMS) button in order to get to another screen where you can enter the rest of the materials.

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IV.4.2: Create Planned Order for Semi-finished

Navigation: SAP menu ► Logistics ► Production ► MRP ► Planned Order ► Create


In the “Create Planned Order: Initial Screen” screen, enter the following information:

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Description: This is the first of five steps to test production of your Semi-Finished Good (Touring Aluminum Wheel Assembly).

You will manually create a planned production order for your wheel assembly. Normally, the material planning process (MRP) would evaluate the demand for bikes, and create planned production orders for the correct quantity of wheel assemblies. However, for the purpose of this exercise, you have manually determined that you need 10 bikes (DXTR30##). To manufacture the bikes, you need 20 wheel assemblies (TRWA10##).

The planned production order for 20 Wheel Assemblies is sent to the Dallas production schedulers specifying when the wheel assemblies must be available in inventory.


Attribute Description Data ValuePlanned order profile Profile that determines the order type, the procurement

type, the special procurement type, and the account assignment type for processing the planned order.

Stock Order (LA)

Click on (ENTER).

In the “Create Planned Order: Stock order” screen, enter the following information:

Attribute Description Data ValueMaterial Number of the material for the order. Your Touring Aluminum Wheel Assembly

(TRWA10##)

Order quantity Quantity to be produced or ordered according to the planned order.

20

Ord.finish Date that you should expect either the completion or the delivery of the order.

One Week from Today

Producing plant Plant in which the order quantity of the internally produced material is to be produced according to the planned order.

Your Plant Dallas (DL##)

Stor. Location Location at which the material is stored. Your Semi-Finished Goods (SF##)

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IV.4.3: Convert Planned Order for Semi-finished

Navigation: SAP menu ► Logistics ► Production ► MRP ► Evaluations ► Stock/Requirements List

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Description: This is the second of five steps to test production of your Semi-Finished Good (Touring Aluminum Wheel Assembly).

You will manually convert your planned production order (PldOrd) into a production order (PrdOrd). This authorizes that production may begin.

Note that after conversion, the production scheduler is able to change components, quantities, or dates.



Æ Be sure that the system defaults your wheel assembly into the material field.

In the “Stock/Requirements List: Initial Screen” screen, click on the icon.

In the “Stock/Requirements List” screen, double-click on PldOrd.

In the “Additional Data for MRP Element” pop-up, click on the icon.

You will receive a message that says “Release carried out”.

In the “Production order Create: Header” screen, click on the icon.

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IV.4.4: Issue Materials to Production Order I

Navigation: SAP menu ► Logistics ► Production ► Shop Floor Control ► Goods Movements ►

Goods Issue


In the “Enter Goods Issue: Initial Screen” screen, enter the following information:

Attribute Description Data ValueMovement Type Number the system uses to determine the Consumption for order from

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Description: This is the third of five steps to test production of your Semi-Finished Good (Touring Aluminum Wheel Assembly).

You will manually release (issue) the raw materials needed to produce the 20 wheel assemblies. This goods issue transaction posts the raw material costs to the production order, and decreases inventory from the Raw Materials storage location.


rules for updating quantities and values in the relevant general ledger accounts.

warehouse (261)

Storage Location Location at which the material is stored. Raw Materials (RM##)

Click on (TO ORDER…).

In the “Reference: Order” pop-up, enter the following information:

Attribute Description Data ValueOrder Number of production order to which you issue the materials. Production Order Number

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IV.4.5: Confirm Production for Semi-finished

Navigation: SAP menu ► Logistics ► Production ► Shop Floor Control ► Confirmation ► Enter ►

For Order


In the “Enter Production Order Confirmation: Initial Screen” screen, enter the following information:

Attribute Description Data ValueOrder Number which identifies an order number. Production Order Number

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Description: This is the fourth of five steps to test production of your Semi-Finished Good (Touring Aluminum Wheel Assembly).

In the previous step, you released raw material to the production order. You will now confirm the completion of the wheel assemblies. Your Dallas plant completed all 20 wheel assemblies, so you verify a yield of 20.


Click on (ENTER).

In the “Confirmation of Production Order Enter: Actual Data” screen, enter the following information:

Attribute Description Data ValueYield to conf. Yield that you want to confirm for the operation. 20

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IV.4.6: Receive Semi-finished Into Inventory


Goods Receipt


In the “Goods Receipt for Order: Initial Screen” screen, enter the following information:

Attribute Description Data ValueMovement Type Goods Movement Type Good receipt for order into warehouse

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Description: This is the last of five steps to test production of your Semi-Finished Good (Touring Aluminum Wheel Assembly).

In the previous step, you confirmed the yield of the production process. You will now receive the 20 wheel assemblies into inventory. This goods receipt transaction increases inventory in the Semi-Finished Goods storage location.


(101)

Order Identifies an order within a client. Production Order Number

Storage Location Location at which the material is stored. Your Semi-Finished Goods (SF##)

Click on (ADOPT + DETAILS).

In the “Goods Receipt for Order: New Items 0001” screen, enter the following information:

Attribute Description Data ValueDeliv. Compl. Indicates that the item is to be regarded as closed. Selected

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IV.4.7: Create Planned Order for Finished Goods

Navigation: SAP menu ► Logistics ► Production ► MRP ► Planned Order ► Create


In the “Create Planned Order: Initial Screen” screen, click on the icon.

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Description: This is the first of five steps to test production of your Finished Good (Deluxe Touring Bike (red)).

You will manually create a planned production order for your touring bikes. Normally, the material planning process (MRP) would evaluate the demand for bikes, and create planned production orders for the correct quantity of red touring bikes. However, for the purpose of this exercise, you have manually determined that you need 10 bikes (DXTR30##).

The planned production order for 10 bikes is sent to the Dallas production schedulers specifying when the bikes must be available in inventory.


In the “Create Planned Order: Stock order” screen, enter the following information:

Attribute Description Data ValueMaterial Number of the material. Your Deluxe Touring Bike (red)

(DXTR30##)

Order quantity Quantity to be produced or ordered according to the planned order.

10

Ord.finish Date, according to the planned order, that you should expect either the completion or the delivery of the planned order quantity.

One Week from Today

Producing plant Plant in which the order quantity of the internally produced material is to be produced according to the planned order.

Your Plant Dallas (DL##)

Stor. Location Location at which the material is stored. Your Finished Goods (FG##)

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IV.4.8: Convert Planned Order for Finished

Navigation: SAP menu ► Logistics ► Production ► MRP ► Evaluations ► Stock/Requirements List


In the “Stock/Requirements List: Initial Screen” screen, click on the icon.

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Description: This is the second of five steps to test production of your Finished Good (Deluxe Touring Bike (red)).

You will manually convert your planned production order into a production order. This authorizes that production may begin.


In the “Stock/Requirements List” screen, double-click on PldOrd.

In the “Additional Data for MRP Element” pop-up, click on the icon.

You will receive a message that says “Release carried out”.

In the “Production order Create: Header” screen, click on the icon.

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IV.4.9: Issue Materials to Production Order II


Goods Issue


In the “Enter Goods Issue: Initial Screen” screen, enter the following information:

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Description: This is the third of five steps to test production of your Finished Good (Deluxe Touring Bike (red)).

You will manually release (issue) the raw materials and semi-finished goods needed to produce the 10 bikes. This goods issue transaction posts the raw material and semi-finished goods costs to the production order, and decreases inventory from the Raw Materials storage location and from the Semi-Finished Goods storage location.


Attribute Description Data ValueMovement Type

Number the system uses to determine the rules for updating quantities and values in the relevant ledger accounts.

Consumption for order from warehouse (261)

Storage Location

Number of the storage location at which the material is stored. A plant may contain one or more storage locations.

Your Raw Materials (RM##)

Click on (TO ORDER…).

In the “Reference: Order” pop-up, enter the following information:

Attribute Description Data ValueOrder Order Number Production Order Number

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In the “Enter Goods Issue: New Item 0001” screen, enter the following information:

Material Quantity SLocYour Touring Aluminum Wheel Assembly (TRWA10##)

20 Your Semi-Finished Goods (SF##)

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Click on (ADOPT).

In the “Enter Goods Issue: New Item 0002” screen, click on the icon.

Repeat this for the remaining materials.

Æ Keep in mind that the rest of the materials are all raw materials.

In the “Enter Goods Issue: Overview” screen, click on the icon.

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You will receive a message that says “Document posted”.

IV.4.10: Confirm Production for Finished Goods

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Description: This is the fourth of five steps to test production of your Finished Good (Deluxe Touring Bike (red)).

In the previous step, you released raw materials and semi-finished goods to the production order. You will now confirm completion of the bikes. Your Dallas plant completed all 10 bikes, so you verify a yield of 10.


Navigation: SAP menu ► Logistics ► Production ► Shop Floor Control ► Confirmation ► Enter ►

For Order


In the “Enter Production Order Confirmation: Initial Screen” screen, enter the following information:

Attribute Description Data ValueOrder Order of which you wish to confirm production. Production Order Number

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Click on (ENTER).

In the “Confirmation of Production Order Enter: Actual Data” screen, enter the following information:

Attribute Description Data ValueYield to conf. Yield that you want to confirm for the operation. 10

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IV.4.11: Receive Finished Goods into Inventory


Goods Receipt


In the “Enter Receipt for Order: Initial Screen” screen, enter the following information:

Attribute Description Data Value

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Description: This is the fifth of five steps to test production of your Finished Good (Deluxe Touring Bike (red)).

In the previous step, you confirmed the yield of the production process. You will now receive the 10 bikes into inventory. This goods receipt transaction increases inventory in the Finished Goods storage location.


Movement Type Movement Good receipt for order into warehouse (101)

Order Number which identifies an order within a client.

Production Order Number

Storage Location Number of the storage location at which the material is stored.

Your Finished Goods (FG##)


In the “Goods Receipt for Order: Items 0001” screen, enter the following information:

Attribute Description Data ValueDeliv. Compl. Indicates that the item is to be regarded as closed. Selected

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