Materials Management with SAP S/4HANA - Business Processes and Configuration

Manage your materials with SAP S/4HANA! Whether your focus is on materials planning, procurement, or inventory, this guide will teach you to configure and manage MM in SAP S/4HANA. Start by creating your organizational structure and defining business partners and material master data. Then follow step-by-step instructions for your essential processes, from purchasing and MRP runs to goods issue and receipt. Discover how to get more out of SAP S/4HANA by using batch management, demand-driven MRP, SAP Fiori reports, and other built-in tools.

Highlights include:
1) Material master data
2) Business partners
3) Purchasing
4) Batch management
5) Material requirements planning (MRP)
6) Demand-driven MRP
7) Inventory management
8) Goods issue and receipt (GI/GR)
9) Material Ledger
10) Invoice verification
11) Document management
12) Reporting

Sommario

... Acknowledgments ... 31

... Preface ... 33

... Who Is This Book For? ... 33

... How This Book Is Organized ... 33

... Conclusion ... 38

Part I ... Materials Management Foundations ... 39

1 ... Materials Management Overview ... 41

1.1 ... What Is Materials Management? ... 41

1.2 ... Materials Management Integration ... 45

1.3 ... Summary ... 47

2 ... Organizational Structure ... 49

2.1 ... Mapping Business Functions of a Company in the SAP System ... 49

2.2 ... Client Structure in the SAP System ... 52

2.3 ... Company Codes ... 56

2.4 ... Plants ... 58

2.5 ... Storage Locations ... 62

2.6 ... Purchasing Organizations ... 65

2.7 ... Purchasing Groups ... 72

2.8 ... SAP Calendar ... 72

2.9 ... Summary ... 75

3 ... Configuring the Material Master ... 77

3.1 ... Material Master ... 77

3.2 ... Configuring a New Material Type ... 79

3.3 ... Defining a Number Range for a Material Type ... 84

3.4 ... Defining Field Selections ... 87

3.5 ... Configuring an Industry Sector ... 89

3.6 ... Defining Material Groups ... 89

3.7 ... Configuring a New Unit of Measure ... 90

3.8 ... Validating the Correctness of Configurable Objects ... 92

3.9 ... Summary ... 97

4 ... Material Master Data ... 99

4.1 ... Industry Sector ... 100

4.2 ... Material Type ... 101

4.3 ... Basic Data ... 106

4.4 ... Classification Data ... 119

4.5 ... Purchasing Data ... 120

4.6 ... Sales Organizational Data ... 129

4.7 ... Sales General Data ... 134

4.8 ... Material Requirements Planning Data ... 138

4.9 ... Advanced Planning Data ... 153

4.10 ... Extended Service Parts Planning ... 159

4.11 ... Forecasting Data ... 162

4.12 ... Work Scheduling Data ... 166

4.13 ... Production Resources/Tools Data ... 170

4.14 ... Plant Data/Storage Location ... 173

4.15 ... Extended Warehouse Management Data ... 178

4.16 ... Quality Management Data ... 183

4.17 ... Accounting Data ... 187

4.18 ... Costing Data ... 192

4.19 ... Key Differences between the Material Master in SAP ERP and SAP S/4HANA ... 197

4.20 ... Summary ... 199

5 ... Business Partners ... 201

5.1 ... Business Partner Overview ... 202

5.2 ... Vendor Account Groups ... 204

5.3 ... Configuring a Business Partner ... 209

5.4 ... Customer-Vendor Integration ... 215

5.5 ... Additional Business Partner Configurations ... 218

5.6 ... Maintaining a Business Partner ... 221

5.7 ... Summary ... 252

Part II ... Procurement ... 253

6 ... Purchasing Overview ... 255

6.1 ... Procure to Pay ... 257

6.2 ... Purchase Requisitions ... 258

6.3 ... Quotations ... 258

6.4 ... Outline Agreements ... 260

6.5 ... Purchase Orders ... 261

6.6 ... Order Acknowledgment ... 261

6.7 ... Goods Receipt ... 262

6.8 ... Invoice Verification ... 262

6.9 ... Source Lists and Source Determination ... 262

6.10 ... Conditions in Purchasing ... 267

6.11 ... Purchasing Information Records ... 269

6.12 ... Serial Numbers ... 270

6.13 ... Quota Arrangements ... 273

6.14 ... Summary ... 277

7 ... Purchasing Information Record ... 279

7.1 ... Purchasing General Data ... 279

7.2 ... Purchasing Organization Data ... 285

7.3 ... Summary ... 290

8 ... Purchase Requisitions ... 291

8.1 ... Configuring a New Purchase Requisition Document Type ... 291

8.2 ... Processing a Purchase Requisition ... 301

8.3 ... Indirectly Created Requisitions ... 303

8.4 ... Release Procedures ... 307

8.5 ... Flexible Workflow ... 325

8.6 ... Summary ... 332

9 ... Requests for Quotation ... 333

9.1 ... Creating a Request for Quotation ... 333

9.2 ... Changing a Request for Quotation ... 341

9.3 ... Releasing a Request for Quotation ... 342

9.4 ... Issuing a Request for Quotation to a Supplier ... 343

9.5 ... Maintaining Quotations ... 345

9.6 ... Comparing Quotations ... 346

9.7 ... Rejecting Quotations ... 349

9.8 ... Summary ... 350

10 ... Purchase Orders ... 353

10.1 ... Creating and Maintaining a Purchase Order ... 354

10.2 ... Blocking and Canceling a Purchase Order ... 361

10.3 ... Creating a Purchase Order with Reference to Purchasing Documents ... 363

10.4 ... Account Assignment in a Purchase Order ... 365

10.5 ... Progress Tracking ... 369

10.6 ... Outline Purchase Agreements ... 373

10.7 ... Supplier Confirmations ... 380

10.8 ... Messages and Outputs ... 387

10.9 ... Pricing Procedures ... 395

10.10 ... Supplier Evaluations ... 409

10.11 ... Serial Numbers in Purchasing ... 429

10.12 ... Summary ... 436

11 ... External Services Management ... 437

11.1 ... Service Master Record ... 438

11.2 ... Standard Service Catalog ... 441

11.3 ... Conditions in External Services Management ... 441

11.4 ... Procurement of Services ... 442

11.5 ... Entry of Services ... 444

11.6 ... Blanket Purchase Orders ... 448

11.7 ... Configuration Basics of External Services Management ... 451

11.8 ... Summary ... 452

12 ... Special Procurement Types ... 453

12.1 ... Overview ... 454

12.2 ... Direct Procurement ... 456

12.3 ... Stock Transfers ... 460

12.4 ... Withdrawals from an Alternative Plant ... 463

12.5 ... Subcontracting ... 464

12.6 ... Consignment ... 474

12.7 ... Pipeline Material ... 479

12.8 ... Third-Party Procurement ... 480

12.9 ... Intercompany Purchases ... 481

12.10 ... Simplified Sourcing ... 484

12.11 ... Summary ... 486

Part III ... Planning ... 487

13 ... Planning Overview ... 489

13.1 ... Material Requirements Planning ... 491

13.2 ... Consumption-Based Planning ... 494

13.3 ... Summary ... 494

14 ... Material Requirements Planning ... 495

14.1 ... Material Requirements Planning Elements ... 496

14.2 ... Material Requirements Planning Procedures ... 512

14.3 ... Planning Areas ... 528

14.4 ... Classic MRP ... 533

14.5 ... Configuration Settings ... 535

14.6 ... Planning Calendar ... 537

14.7 ... Summary ... 539

15 ... Forecasting ... 541

15.1 ... Forecast Models ... 542

15.2 ... Forecasting Master Data ... 544

15.3 ... Forecast Profile ... 548

15.4 ... Business Processes in Forecasting ... 548

15.5 ... Configuration Settings for Forecasting ... 553

15.6 ... Summary ... 556

Part IV ... Inventory ... 557

16 ... Inventory Management Overview ... 559

16.1 ... Stock Types ... 560

16.2 ... Goods Movements ... 563

16.3 ... Physical Inventory ... 571

16.4 ... Returns ... 572

16.5 ... Material Documents ... 574

16.6 ... Reservations ... 575

16.7 ... Stock Transfer and Transfer Posting ... 581

16.8 ... Configuration Basics in Inventory Management ... 588

16.9 ... Summary ... 592

17 ... Goods Issue ... 593

17.1 ... Goods Issue to a Production Order ... 593

17.2 ... Goods Issue to Scrap ... 601

17.3 ... Goods Issue for Sampling ... 602

17.4 ... Goods Issue Posting Documents ... 603

17.5 ... Goods Issue Reversals ... 605

17.6 ... Summary ... 606

18 ... Goods Receipt ... 607

18.1 ... Goods Receipt for a Purchase Order ... 607

18.2 ... Goods Receipt for a Production Order ... 614

18.3 ... Initial Entry of Inventory ... 615

18.4 ... Good Receipt of Co-Products or By-Products ... 618

18.5 ... Other Goods Receipt ... 629

18.6 ... Cancellation of Material Document ... 634

18.7 ... Summary ... 634

19 ... Physical Inventory ... 635

19.1 ... Physical Inventory Methods ... 636

19.2 ... Physical Inventory Preparation ... 637

19.3 ... Counting and Recounts ... 641

19.4 ... Physical Inventory Posting ... 644

19.5 ... Cycle Counting Method of Physical Inventory ... 647

19.6 ... Summary ... 650

20 ... Invoice Verification ... 651

20.1 ... Standard Three-Way Match ... 652

20.2 ... Duplicate Invoice Check ... 658

20.3 ... Invoice Verification in Background Processing ... 659

20.4 ... Evaluated Receipt Settlement ... 659

20.5 ... Credit Memos and Reversals ... 665

20.6 ... Subsequent Debit/Credit ... 665

20.7 ... Taxes in Invoice Verification ... 667

20.8 ... Discounts in Invoice Verification ... 667

20.9 ... Goods Receipt/Invoice Receipt Account Maintenance ... 668

20.10 ... Invoice Reduction ... 670

20.11 ... Invoicing Plans ... 672

20.12 ... Blocking Invoices ... 678

20.13 ... Releasing Blocked Invoices ... 681

20.14 ... Down Payments ... 682

20.15 ... Retention Money ... 685

20.16 ... Summary ... 688

21 ... Inventory Valuation and Account Assignment ... 689

21.1 ... Valuation Methods: Moving Average Price and Standard Price ... 690

21.2 ... Split Valuation ... 692

21.3 ... Account Determination ... 702

21.4 ... Last In, First Out Valuation ... 716

21.5 ... First In, First Out Valuation ... 723

21.6 ... Lowest Value Determination ... 725

21.7 ... Material Price Changes ... 728

21.8 ... Summary ... 731

22 ... Material Ledger ... 733

22.1 ... Material Ledger Overview ... 733

22.2 ... Business Processes ... 737

22.3 ... Configuration Basics ... 743

22.4 ... Activating the Material Ledger ... 752

22.5 ... Reporting in the Material Ledger ... 754

22.6 ... Summary ... 758

23 ... Classification ... 759

23.1 ... Classification Overview ... 760

23.2 ... Characteristics ... 761

23.3 ... Create a Class and Assign Characteristics ... 767

23.4 ... Assigning a Class to a Material Master ... 770

23.5 ... Finding Objects Using Classification ... 772

23.6 ... Summary ... 773

Part V ... Advanced Materials Management ... 775

24 ... Document Management System ... 777

24.1 ... Configuration Steps ... 778

24.2 ... Document Info Record Management ... 796

24.3 ... Changing a Document Info Record ... 809

24.4 ... Display a Document Info Record ... 810

24.5 ... Searching Document Info Records ... 811

24.6 ... Manage Documents App ... 822

24.7 ... Summary ... 826

25 ... Batch Management ... 827

25.1 ... Batch Management Overview ... 827

25.2 ... Batch Level and Batch Status Management ... 829

25.3 ... Master Data in Batch Management ... 833

25.4 ... Business Processes of Batch Management ... 837

25.5 ... Batch Determination ... 843

25.6 ... Recurring Inspection and Expiration Dates ... 856

25.7 ... Batch Derivation ... 862

25.8 ... Batch Traceability of Work in Process Batches ... 873

25.9 ... Batch Information Cockpit ... 882

25.10 ... Electronic Batch Record ... 885

25.11 ... Summary ... 887

26 ... Early Warning System ... 889

26.1 ... Overview ... 889

26.2 ... Setting Up the Early Warning System ... 891

26.3 ... Scheduling an Early Warning System ... 899

26.4 ... Early Warning System in Action ... 900

26.5 ... Exception Analysis ... 901

26.6 ... Summary ... 902

27 ... Demand-Driven Replenishment ... 903

27.1 ... Demand-Driven MRP Overview ... 904

27.2 ... Demand-Driven MRP Components ... 906

27.3 ... Demand-Driven MRP Setup ... 911

27.4 ... Running Demand-Driven Replenishment ... 921

27.5 ... Summary ... 951

28 ... Reporting and Analytics ... 953

28.1 ... The Basics of Reporting ... 953

28.2 ... Purchasing Reports ... 954

28.3 ... SAP Fiori Apps for Procurement ... 961

28.4 ... SAP Fiori Apps for Planning ... 975

28.5 ... SAP Fiori Apps for Inventory Management ... 979

28.6 ... Summary ... 988

A ... Movement Types ... 991

B ... The Authors ... 993

... Index ... 995

Info autore

Jawad Akhtar is an SAP logistics and supply chain management expert with a focus on business sales and delivery. He earned his chemical engineering degree from Missouri University of Science and Technology in the United States. He has 20 years of professional experience, 14 of which have been spent working with SAP systems. He has experience working on several large-scale, end-to-end SAP project implementation lifecycles, including rollouts. He works with SAP clients to help them identify root causes of business issues and address those with the appropriate SAP products and change management strategies. He now focuses on next-generation SAP products such as SAP S/4HANA, SAP IBP, SAP Ariba, and SAP Hybris.

Akhtar is also a technical advisor to SAPexperts, an ASUG speaker, and a contributor to SearchSAP, where his "Ask the Expert" column shares real-life lessons and best practices gleaned from SAP implementations, ways to avoid common project pitfalls, and features of various SAP products that solve key business issues.A native of London, England, Martin Murray joined the computer industry upon his graduation from Middlesex University in 1986. In 1991, he began working with SAP R/2 in the Materials Management area for a London-based multi-national beverage company. In 1994, he moved to the United States to work as an SAP R/3 consultant. Since then, he’s been implementing the Materials Management (MM) and Warehouse Management (WM) functionality in projects throughout the world. He works for IBM Global Business Services.

Martin is the author of six best-selling books from SAP PRESS: Materials Management with SAP ERP, Warehouse Management with SAP ERP, Discover Logistics with SAP ERP, Maximize Your Warehouse Operations with SAP ERP, Understanding the SAP Logistics Information System, and SAP Transaction Codes: Your Quick Reference to T-Codes in SAP ERP.

Riassunto

Manage your materials with SAP S/4HANA! Whether your focus is on materials planning, procurement, or inventory, this guide will teach you to configure and manage MM in SAP S/4HANA. Start by creating your organizational structure and defining business partners and material master data. Then follow step-by-step instructions for your essential processes, from purchasing and MRP runs to goods issue and receipt. Discover how to get more out of SAP S/4HANA by using batch management, demand-driven MRP, SAP Fiori reports, and other built-in tools.

Highlights include:
1) Material master data
2) Business partners
3) Purchasing
4) Batch management
5) Material requirements planning (MRP)
6) Demand-driven MRP
7) Inventory management
8) Goods issue and receipt (GI/GR)
9) Material Ledger
10) Invoice verification
11) Document management
12) Reporting

Dettagli sul prodotto

• Autori: Jawad Akhtar, Martin Murray
• Editore: Rheinwerk Verlag
• Lingue: Inglese
• Formato: Copertina rigida
• Pubblicazione: 01.09.2024
• EAN: 9781493225385
• ISBN: 978-1-4932-2538-5
• Pagine: 1018
• Serie: SAP PRESS Englisch
• Categorie: Scienze naturali, medicina, informatica, tecnica > Informatica, EDP > Comunicazione dati, reti; SAP MM, Materials Management, SAP S/4HANA materials management (SAP MM)