Accounting
Document
10 123-400 45 Ea $500.00
20 345-765 100 Ea $29.99
30 678-987 10 Ea $1,500.00
40 890-234 10 Car $0.75
50 101-123 25 Ea $99.99
Connor Brown Vendor
123 Main Street
Lavonia, GA 30553
Purchase Org.: PUS1
Purchase Group: F20
Company Code: USP2
Please Ship:
10 123-400 50 Ea Plant 1A1
20 345-765 100 Ea Plant 1A1
30 678-987 20 Ea Plant 1M1
40 890-234 10 Car Plant 1D1
50 101-123 25 Ea Plant 1E1
PO History
Stock or Consumption
Accounts are Updated
Inventory Quantity
is Updated
Account Short text UNI
001 400040 Stock 500+
002 500050 Stock 300+
003 600600 Stock 100+
Notification
Goods
Receipt Slip
Date Oct 10, 2002
Account Short text UNI
001 400040 Stock 500+
002 500050 Stock 300+
003 600600 Stock 100+
Print Goods
Receipt Slip
Date Oct 10, 2005
Documents:
Material and accounting documents created automatically.
Purchase Order History:
order quantity and sets the delivery complete indicator
Documents good receipt quantity and value, reduces open
Inventory:
and not assigned to an account assignment object cost center.
Quantity in storage location is updated if the material is inventory managed
Moving Average price:
MAP is updated in the material master (Accounting 1 view).
Optional:
The goods receipt slip can be printed when the goods receipt is posted.
MM_HI_300 Materials Handlers v3 28
MM_HI_300 Materials Handlers v3 28
Summary
•
You should now be able to:
Explain the use of movement types
reference documents
Understand the relationship between transaction and
and transaction
Understand the relationship between movement types
MM_HI_300 Materials Handlers v3 29
MM_HI_300 Materials Handlers v3 29
Unit 3
MIGO Features &
Functions
MM_HI_300 Materials Handlers v3 30
MM_HI_300 Materials Handlers v3 30
Learning Objectives
•
to:
At the conclusion of this unit you should be able
Explain a transaction variant
and reference documents
Understand the relationship between transaction variants
and transaction variants
Understand the relationship between movement types
types
Create a Personal List for frequently used movement
MM_HI_300 Materials Handlers v3 31
MM_HI_300 Materials Handlers v3 31
MIGO Structure
Header
Item Overview
Line Item Detail
Document
Overview
MM_HI_300 Materials Handlers v3 32
MM_HI_300 Materials Handlers v3 32
Transaction Variants
•
correspond to the appropriate goods movement
need to be changed
code: MIGO-Goods Movement
Transaction variants describe the type of goods movement and must•SAP defaults the last transaction variant executed by the user and mayfor the current goods movement •All MIGO transaction variants can be accessed using the transaction
The transaction variant determines what type of goods movement will be executed.
The transaction variant controls the following functionality:
•
The reference document
•
The movement type
Note:
transaction variant executed by the user. The user may or may need to change the
variant.
Whenever the transaction is called, the system automatically defaults the last
MM_HI_300 Materials Handlers v3 33
MM_HI_300 Materials Handlers v3 33
Reference Documents
•
Variants
Reference documents are linked to Transaction
•
Examples of reference documents are:
Purchase Orders
Reservations
Work Orders
•
transaction variant
Only certain reference documents are allowed for each
•
to use the wrong combination of Transaction Variant
and Reference Document
SAP will display Error Messages in the event a user tries
MM_HI_300 Materials Handlers v3 34
MM_HI_300 Materials Handlers v3 34
Goods Receipt Reference Documents
The goods receipt transaction variant controls what
documents can be referenced (used) for the goods
receipt
MM_HI_300 Materials Handlers v3 35
MM_HI_300 Materials Handlers v3 35
Goods Issue Reference Documents
The reference documents for a goods issue are different
then those for a goods receipt
Based on the reference document selected, SAP will
prompt the user for the appropriate document number
MM_HI_300 Materials Handlers v3 36
MM_HI_300 Materials Handlers v3 36
Transfer Posting Reference Documents
The combination of transaction variant and reference
document also determines the appropriate movement
types for the transaction
MM_HI_300 Materials Handlers v3 37
MM_HI_300 Materials Handlers v3 37
Movement Types
Movement Types:
•
goods movement
Represent the type of
•
can be moved
Control how the goods
•
screen looks and what
information must be
entered
Determine how the
•
be used anytime
material is received,
issued or transferred
Movement types must
MM_HI_300 Materials Handlers v3 38
MM_HI_300 Materials Handlers v3 38
Personal List Favorites
2
1
3
To display list of
movement types
click
or you can press
the F4 key to
display
To create a Personal List:
1. Go to the Movement Type Field and press the F4 key
2. Select the Movement Type
3. Click on the Insert in personal list icon
screen
SAP copies the selected movement type into your Personal List and exits to
The benefit of the Personal List is that the user only sees their most commonly
used movement types.
The next time the function is used the Personal List will default automatically.
MM_HI_300 Materials Handlers v3 39
MM_HI_300 Materials Handlers v3 39
Delete Line Items From Personal List
To delete a line item from your Personal list:
1. Select the line item
2. Click on the
Delete from pers. value list icon
To delete a line item form your Personal List:
Select the line item
Click on the Delete from pers. value list icon
MM_HI_300 Materials Handlers v3 40
MM_HI_300 Materials Handlers v3 40
Display All Values
To display all movement types:
1. Click on the
Display All Values
icon
2. SAP will display all movement
types
3. Scroll down to display all
movement types
MM_HI_300 Materials Handlers v3 41
MM_HI_300 Materials Handlers v3 41
Exercise
Exercise 3.1
•
favorite list for
movement
types:101,102, 201,202,
221,222,261,262,313,
314, 315
transaction variants
to reference documents
Navigate to the MIGO • Create a personal• Click on the different• Link transaction variants
Exercise 3.1
•
favorite list for
movement
types:101,102, 201,202,
221,222,261,262,313,
314, 315
transaction variants
to reference documents
Navigate to the MIGO • Create a personal• Click on the different• Link transaction variants
Read Slide
MM_HI_300 Materials Handlers v3 42
MM_HI_300 Materials Handlers v3 42
Summary
•
You should now be able to:
Explain the use of transaction variants
and reference documents
Understand the relationship between transaction variants
and transaction variants
Understand the relationship between movement types
types
Create a Personal List for frequently used movement
Post a goods movement
MM_HI_300 Materials Handlers v3 43
MM_HI_300 Materials Handlers v3 43
Unit 4
Goods Receipts
MM_HI_300 Materials Handlers v3 44
MM_HI_300 Materials Handlers v3 44
Learning Objectives
•
to:
At the conclusion of this unit you should be able
Post goods receipts for:
A single purchase order
Multiple line item purchase order
A partial delivery
Cancel / Reverse a goods receipt
Display the material documents
Understand the impact of a goods receipt
Return a material to a vendor
MM_HI_300 Materials Handlers v3 45
MM_HI_300 Materials Handlers v3 45
Process Flow: GR for Stock Materials
Execute Transaction
MIGO
receipt against a
specified Purchase
Order Movement
Type
and create a101
Receive Stock
Items against
a P.O
Execute
Transaction
MIGO
and create a
receipt against a
specified Purchase
Order
exceptions
with
Movement Type
101
Execute
Transaction
MIGO
to return Stock
materials to a
Vendor
Movement Type
122
R3P-MM-RECEIVER-INV
Receive Stocked Items Against a P.O
GR = Goods Receipt
MM_HI_300 Materials Handlers v3 46
MM_HI_300 Materials Handlers v3 46
Goods Receipt for Purchase Order
Transaction Variant = Goods Receipt
Referencing Document = Purchase Order
Movement Type = 101
4500004445
Goods receipts can reference purchase orders and are entered into the system via the
transaction MIGO with a movement type 101. The advantage of entering a goods receipt
with reference is that the details from the referencing documents are copied into the goods
receipt thus eliminating the need to enter the information manually. This saves time and
reduces errors due to “typos”.
MM_HI_300 Materials Handlers v3 47
MM_HI_300 Materials Handlers v3 47
MIGO Process -1
Command
Field
1. From the SAP Easy Access screen type MIGO in the Command Field and press the
Enter key (type /nMIGO if already on another screen)
a.
function key.
Verify the transaction is (A01) Goods Receipt. Change if necessary using the F4
b.
using the F4 function key
Verify the Reference document is (R01) Purchase Order. Change if necessary
c.
Enter the purchase order number for which the goods are being received against.
Note:
search for the desired purchase order number – Most common tabs to use are
“Purchasing Documents per Vendor”, “Purchase Orders per PO Date”, and
“Purchasing Documents per Cost Center”
If the PO number is not known, click on the Possible Entries icon to
d.
Verify that the goods movement number is 101 (system default)
e.
Enter the Bill of lading number from the packing slip
f.
accounting books. The posting date is significant since it is the date the
accounting transaction is posted into. This data also impacts vendor performance
tracking (i.e. how close to the scheduled delivery date did the receipt actually
occur?), reporting, and vendor payments. SAP does not allow postings to “closed”
accounting periods, and it does not allow postings to future dates. BE CAREFUL
with posting dates! Make sure this date is accurate!
Posting Date – The posting date is the date the entry is to be created on the
g.
system automatically defaults to the current date.
Document Date – The document date is the date of entry into the system. The
MM_HI_300 Materials Handlers v3 48
MM_HI_300 Materials Handlers v3 48
MIGO Process - 2
First line item is
“Display” only
Details for the first line
item is defaulted to the
Detail data section
The details for the first line item default into the Item Detail section of the screen.
This section contains a series of tabs and information specific to each tab. To
access the information for a particular tab, use your mouse to click on it. The
information in Item Detail is more accessible and easier to read than it is in the
Item Overview.
MM_HI_300 Materials Handlers v3 49
MM_HI_300 Materials Handlers v3 49
MIGO Process - 3
Quantity?
How much is
being received
(open order
qty. defaults)
Where?
Plant (UK10) &
Central Stores
Location
(0001)
This is the Item
Detail section
Quantity?
Click on the Quantity tab and enter the actual quantity that is actually being
received. This can be the entire open order quantity or a partial quantity. Over
receipts are not allowed.
Where?
Click on the Where tab to verify the plant and storage location is entered. This
information may be changed if necessary to another storage location. The plant
cannot be changed in this transaction.
MM_HI_300 Materials Handlers v3 50
MM_HI_300 Materials Handlers v3 50
MIGO Process - 4
The “Item OK” indicator must be selected for each
line item
Post the goods movement by clicking on either of
the Post icons
MM_HI_300 Materials Handlers v3 51
MM_HI_300 Materials Handlers v3 51
Goods Receipt for Consumables
•
not go into inventory upon receipt.
order, or WBS element
Non-Stocked materials are not inventory managed – they do• Non-Stocked materials are “consumed” by a cost center, an
Execute
Transaction
MIGO
and create a
receipt against a
specified
Purchase Order
Movement Type
101
Receive
Non-Stock
Items
against a
P.O.
Execute
Transaction
MIGO
to return Non-
Stock materials to
a Vendor
Movement Type
122
Receive Non-Stocked Items Against a P.O
MM_HI_300 Materials Handlers v3 52
MM_HI_300 Materials Handlers v3 52
Goods Receipt for a Cost Center
•
Material Handler know where to deliver the goods.
The Goods Recipient and Unloading Point let the
(expensed) material is that the consumable does not go into inventory and cannot be
displayed in the stock overview.
The difference between a goods receipt for a stock (inventory) material and a consumable
and references a purchase order.
A goods receipt for a non-stock purchase order is executed using a 101 movement type
information is displayed on the goods receipt.
To make sure the material gets to the correct location (unloading point) and recipient, the
MM_HI_300 Materials Handlers v3 53
MM_HI_300 Materials Handlers v3 53
Goods Receipt for Multiple Line Item PO
The “Item OK” indicator
line items that are part of the goods receipt
MUST be selected for all
MM_HI_300 Materials Handlers v3 54
MM_HI_300 Materials Handlers v3 54
GR for Multiple Line Item PO cont’d
indicator selected)
In the screen shot above ONLY line items 1 and 3 will be posted (Item OK
Line item 2 WILL NOT be posted (Item OK NOT selected)
MM_HI_300 Materials Handlers v3 55
MM_HI_300 Materials Handlers v3 55
Item “OK”
All items must be checked “OK” to be posted in SAP
MM_HI_300 Materials Handlers v3 56
MM_HI_300 Materials Handlers v3 56
Partial Goods Receipts
Connor Brown Vendor
123 Main Street
Lavonia, GA 30553
Purchase Org.: UK00
Purchase Group: 020
Company Code: UK00
Please Ship:
10 123-400 50 Ea Plant 1A1
Purchase Order
SAP
Partial goods receipts mean that
Partial goods receipts are allowed in
receipt quantity is less than the
ordered quantity.
The open order quantity (quantity still
to be received) is displayed on the
purchase order line item
Any number of partial goods receipts
can be recorded for a PO line item up
to the ordered quantity.
Over deliveries are not
allowed in the system!
Example:
Ordered Quantity = 50
Goods Receipt Quantity = 20
Open Order = 30
MM_HI_300 Materials Handlers v3 57
MM_HI_300 Materials Handlers v3 57
Partial Goods Receipts cont’d
1
Quantity ordered = 10
1
2
Open order qty. = 7
The open order quantity
is displayed for the next
receipt
st Receipt:st receipt quantity = 3nd Receipt:
MM_HI_300 Materials Handlers v3 58
MM_HI_300 Materials Handlers v3 58
GR for PO Number Unknown
•
goods receipt, you may search for the PO using the F4 (possible
options) key
Click on the List Selection
icon and SAP displays a
list of all possible search
criteria
If the PO number is not on the accompanying paperwork for the
MM_HI_300 Materials Handlers v3 59
MM_HI_300 Materials Handlers v3 59
Under/Over-Delivery Tolerances
•
purchase order.
under- and over-deliveries
The Under- and Over-delivery tolerances are set in the• SAP will issue warnings and/or error messages for
Under-tolerance – soft warning message
Over-tolerance – hard error message
When entering the actual quantity received, SAP compares this quantity with the
purchase order quantity and identifies under- or over-deliveries.
• As a rule, under-deliveries are allowed. If the quantity of goods received is
smaller than the ordered quantity, this is interpreted as a partial delivery and
accepted.
• SAP, however, does not allow over-deliveries unless it is specified on the
purchase order. A hard error message will occur for over-deliveries outside of the
set tolerance.
MM_HI_300 Materials Handlers v3 60
MM_HI_300 Materials Handlers v3 60
Printing Goods Receipts Slips
•
printer
receipt
Goods receipts transactions can be printed to a pre-defined• Select (3) Collective Slip – Includes all items in the goods
Version for printing of GR/GI slip is optional
Collective slip (version 3)
In this case, a collective slip including all the items in a document is printed.
If the box is selected printing will occur at time of posting.
MM_HI_300 Materials Handlers v3 61
MM_HI_300 Materials Handlers v3 61
Display Material Document – MIGO
2 3 4
1
To view the Goods Receipt(s) for a purchase order using MIGO:
1. From the SAP Easy Access screen type MIGO in the Command Field on
the Standard Toolbar and press the Enter key (type /nMIGO if already on
another screen)
2. Change the Transaction Variant to “A04 Display”
3. The next field to the right should automatically change to “R02 Material
Document” – If not, change accordingly
4. Enter the Material Document number assigned upon completing the goods
receipt (Note: the last material document created in MIGO will default)
5. Click on the Enter icon in the Standard Toolbar or press the Enter key
MM_HI_300 Materials Handlers v3 62
MM_HI_300 Materials Handlers v3 62
Goods Receipts Documents
Goods Receipt
Connor Brown Vendor
123 Main Street
Lavonia, GA 30553
Purchase Org.: PUS1
Purchase Group: F20
Company Code: USP2
Please Ship:
10 123-400 50 Ea Plant 1A1
20 345-765 100 Ea Plant 1A1
30 678-987 20 Ea Plant 1E1
40 890-234 10 Car Plant 1M1
50 101-123 25 Ea Plant 1D1
Purchase Order
Connor Brown Vendor
123 Main Street
Lavonia, GA 30553
Accounting
Document
10 123-400 45 Ea $500.00
20 345-765 100 Ea $29.99
30 678-987 10 Ea $1,500.00
40 890-234 10 Car $0.75
50 101-123 25 Ea $99.99
Connor Brown Vendor
123 Main Street
Lavonia, GA 30553
Received By: Helen Lee
10 123-400 50 Ea Plant 1A1
20 345-765 100 Ea Plant 1A1
30 678-987 20 Ea Plant 1E1
40 890-234 10 Car Plant 1M1
50 101-123 25 Ea Plant 1D1
Material
Document
When material is received and put into inventory, material and accounting documents
are created automatically.
A material document is used as proof of the movement and as a source of information
for any other applications involved. The material document can be printed
automatically at the time the goods receipt is posted or manually by clicking on the
appropriate icon.
MM_HI_300 Materials Handlers v3 63
MM_HI_300 Materials Handlers v3 63
Exercise
Exercise 4.1
document
GR for POs: Single Item Consumable Multiple items Partial receipts Display a material
Exercise 4.1
document
•GR for POs: •Single Item •Consumable •Multiple items •Partial receipts •Display a material
Read Slide
MM_HI_300 Materials Handlers v3 64
MM_HI_300 Materials Handlers v3 64
Cancel a Goods Receipt
•
goods movement
to take the originating movement type number and
add “1” to equal new movement type number
Canceling a goods movement in SAP is very common •Cancel is the method SAP uses to correct an incorrect•The basic rule to cancel any goods movement in SAP is•For example:
Goods receipt : 101 + 1 =
Goods receipt reversal: 102
101
102
Reasons to cancel / reverse a goods receipt
The wrong quantity was entered
The goods receipt is entered against the wrong purchase order
MM_HI_300 Materials Handlers v3 65
MM_HI_300 Materials Handlers v3 65
Cancel a Goods Receipt Process - 1
•
enter MIGO in the Command field
and press the Enter key.
transaction
From the SAP Easy Access menu,•SAP will navigate to the MIGO
•
Select the transaction variant (A03) “Cancellation” •The reference document (R02) Material document defaults •Enter the material document for the GR and press the Enter key •SAP will display the details of the material document
Note:
The material document for the GR is displayed.
if the material document number is not known, go to ME23N – PO History.
been posted using the PO History tab (ME23N).
Before canceling a goods receipt, you must verify whether or not an invoice has
A single line item or the entire goods receipt may be cancelled.
must cancel the line item on the goods receipt.
Once a goods receipt has been posted, you cannot change the quantity. You
MM_HI_300 Materials Handlers v3 66
MM_HI_300 Materials Handlers v3 66
Cancel a Goods Receipt Process - 2
•
Click on the Where tab - The movement type is 102
•
Click in Text field and type reason for cancellation
•
Select the Item OK checkbox
Click on the Post button or the Post icon
information. In the case of multiple line items on the material document, you may
cancel individual line items.
The entire line item is canceled. Changes cannot be made to any of the
the receipt quantity in the purchase order.
When the cancellation is posted, the system reverses the accounting entries and
MM_HI_300 Materials Handlers v3 67
MM_HI_300 Materials Handlers v3 67
Cancel a Goods Receipt Process - 3
Before cancellation
After cancellation
•
Order quantity on the purchase order
When the transaction is posted, SAP will update the Open• The vendor can resend the correct material
MM_HI_300 Materials Handlers v3 68
MM_HI_300 Materials Handlers v3 68
Return to Vendor
GR = 2 CV
(case)
1CV is OK – we keep it 1CV is wrong product and we
need to send back to vendor
There are reasons to return material to a vendor. For example:
1. The incorrect material was sent but was not apparent until the case was opened
2. The material was damaged
3. YOU CAN ADD OTHER REASONS HERE!!!!!!
MM_HI_300 Materials Handlers v3 69
MM_HI_300 Materials Handlers v3 69
Return to Vendor Process - 1
Transaction Variant = (A02)
Return Delivery
Reference Document = (R02)
Material Document for
original GR
SAP defaults the GR quantity
Quantity
return
quantity (1 CV)
can be changed toONLY the damaged
MM_HI_300 Materials Handlers v3 70
MM_HI_300 Materials Handlers v3 70
Return to Vendor Process - 2
Return to Vendor
transaction require a
Reason code
Click on the
Where tab
Use the F4
Possible
Options key s to
select the
appropriate
reason for the
return
*Note the movement type is a 122
MM_HI_300 Materials Handlers v3 71
MM_HI_300 Materials Handlers v3 71
Return to Vendor Process - 3
•
Select the Post button or the Post icon
When the transaction is posted, SAP will change the Open Order quantity to the
amount returned to the vendor
MM_HI_300 Materials Handlers v3 72
MM_HI_300 Materials Handlers v3 72
Return to Vendor Process - 4
•
Order quantity on the purchase order
Before Posting
After Posting
When the transaction is posted, SAP will change the Open• The vendor can resend “good” material
MM_HI_300 Materials Handlers v3 73
MM_HI_300 Materials Handlers v3 73
Exercise
Exercise 4.2 Cancel/Reverse
a single line item
GR Cancel/Reverse
a multiple line
item GR Return to Vendor
Exercise 4.2
a single line item
GR
a multiple line
item GR
•Cancel/Reverse•Cancel/Reverse•Return to Vendor
Read Slide
MM_HI_300 Materials Handlers v3 74
MM_HI_300 Materials Handlers v3 74
Summary
•
You should be able to:
Post goods receipts for:
A single purchase order
Multiple line item purchase order
A partial delivery
Cancel / Reverse a goods receipt
Display the material documents
Understand the impact of a goods receipt
Return a material to a vendor
MM_HI_300 Materials Handlers v3 75
MM_HI_300 Materials Handlers v3 75
Unit 5
Goods Issues
&
Reservations
MM_HI_300 Materials Handlers v3 76
MM_HI_300 Materials Handlers v3 76
Learning Objectives
•
to:
At the conclusion of this unit you should be able
Understand the concept of goods issues in SAP
used
Understand what reservations are and why they are
codes ZMM_GI_GR and MB1A
Understand the difference between transaction
Post goods issues using ZMM_GI_GR for:
Cost centers
Reservations
WBS Elements
To scrap
MM_HI_300 Materials Handlers v3 77
MM_HI_300 Materials Handlers v3 77
Learning Objectives cont’d
•
to:
At the conclusion of this unit you should be able
reservations
Use custom transactions to mass process:
ZMM_PICKT_PM
ZMM_PICKT_MRP_PM
MB26
ZMM_SHORT_PM
Cancel / Reverse Goods Issues
Print goods issues material documents
MM_HI_300 Materials Handlers v3 78
MM_HI_300 Materials Handlers v3 78
Reservations – MB21
Reservations are:
•
a stock material ready for issue at a
future date for a certain purpose
Requests to a Storage Location to keep
•
that a material is available when
required
Placeholders in SAP used to ensure
•
MRP
Created manually or automatically via
Reservation
Material: 300024
Req. Date: 05/01/07
Quantity: 20 ea.
Reservation
Material: 300024
Req. Date: 05/01/07
Quantity: 20 ea.
A reservation contains information that is relevant for the goods issue
and for materials planning, for example:
•
What? (which material?)
•
How much? (in which quantity?)
•
When? (for which requirement date?)
•
From where? (from which storage location?)
•
To where? (to which recipient or customer?)
MM_HI_300 Materials Handlers v3 79
MM_HI_300 Materials Handlers v3 79
Reservations – MB21
•
creating a reservation:
The following movement types are used when
•
201 – Issue material to a cost center
•
261 – Reservation generated by Work orders
•
to another storage location. These are created
automatically by MRP
inventory from one location and consume it into
another
311 – Goods transfer from one storage location•A goods issue against the reservation will relieve the
A reservation to movement type 201 would issue a material to a cost center. An
example of this would be issuing material number 67 (surgical gown) to a
department.
Reservations issued to movement type 311 are goods issued from one storage
location to another storage location. These reservations are automatically created
when MRP is run.
MM_HI_300 Materials Handlers v3 80
MM_HI_300 Materials Handlers v3 80
Reservation Structure
Reservation Header:
Base Date Check against Cal.
Movement type Plant
Reservation Header
Information maintained at the header
applies to all line items on the
reservation
Item Overview
The item overview displays all line items
on the reservation
Item Detail
Item details are specific for each line
item. Each line item can have a different
requirements date. System will default
to today’s date
Item Overview:
Cost Center Material
Quantity Storage Location
Movements Allowed
Item Details:
Requirements Date Recipient
Unloading point Text
MM_HI_300 Materials Handlers v3 81
MM_HI_300 Materials Handlers v3 81
Create a Reservation Process - 1
•
enter MB21 in the Command
field and press the Enter key
From the SAP Easy Access menu,
•
Base date: The date the
material is required
Movement type: The type of
goods movement used to
issue the reservation
Plant: UK10
Press the Enter key, or click
on the New item button or
the Create icon
SAP navigates to the transaction
Create
icon
Check against cal.: Specifies if the reservation is to be checked against the factory
calendar. The system checks the factory calendar to determine whether the dates
in the reservation are valid workdays.
Note: Most manual reservations will use the movement type 201. MRP
automatically creates the transfer (311) reservations.
Old Term bulk supply order: Request for bulk supplies is received in S&D. MM
Tech will create a reservation to the requesting cost center. Warehouse will
process reservation and deliver supplies.
MM_HI_300 Materials Handlers v3 82
MM_HI_300 Materials Handlers v3 82
Reservation Process - 2
Enter the Cost Center, material number, quantity and storage
location
M = Movements Allowed (accept the default). Press the Enter key.
To display the details of the line item, double-click on the
material number
MM_HI_300 Materials Handlers v3 83
MM_HI_300 Materials Handlers v3 83
Reservation Process - 3
SAP displays the item
details for the material.
You may add or change
existing information
Click on the Post icon to
post the reservation
Note: Additional line items
may be added by clicking
on the New item button or
Overview icon
MM_HI_300 Materials Handlers v3 84
MM_HI_300 Materials Handlers v3 84
List of Reservations- MB26
This transaction can be used to
execute various lists to display
reservations
goods movements
For the purpose of displaying a
list of reservations, any
combination of material(s), cost
centers and requirements date
can be used.
SAP displays the
reservations that
meet the selection
criteria
before posting
MM_HI_300 Materials Handlers v3 85
MM_HI_300 Materials Handlers v3 85
Exercise
Exercise 5.1 MB21 Create a
reservation for a
cost center Use MB26 to
execute a list of
reservations
Exercise 5.1
reservation for a
cost center
execute a list of
reservations
•MB21 Create a•Use MB26 to
Read Slide
MM_HI_300 Materials Handlers v3 86
MM_HI_300 Materials Handlers v3 86
Goods Issues thru Reservation Management
•
account to another (From Central Stores inventory stock
account to Physical Plant Division )
movement type in the system
Goods issues typically move inventory from one G/L•Each type of goods issue is represented by a different•Examples of goods issues are:
Reservation (201)
Cost Center (201)
WBS Element / Project (221)
Work Order (261)
Scrap (551)
A goods issue (GI) is a goods movement that leads to a reduction in stock.
The movement type determines what kind of goods issue takes place. For
example a goods issue to a cost center would use a 201 movement type.
The movement type also determines what additional account assignment data
is required. For example, a goods issue to a cost center requires the cost
center number to which the material is being issued.
A goods issue leads to a reduction in warehouse stock.
Goods issues can be posted with or without reference to other documents in
the system (for example, reservations).
For issues posted with reference to another document, account determination
will be carried out automatically.
For issues posted without reference, account information must be entered at
the time of the issue (for example, cost center).
Consumption for inventory managed materials is updated automatically in the
material master record.
MM_HI_300 Materials Handlers v3 87
MM_HI_300 Materials Handlers v3 87
ZMM_PICKT_MRP_PM
•
their quantities that need to be picked from the storage location
ZMM_PICKT_MRP_PM has two
selection criteria:
Status of Reservation: M or B
Required Date: Today’s date
The first step in reservation management is to execute a pick list • This list will print at designated locations and lists all materials and
Status of Reservation must be entered!
•
M = Manually created reservations
•
Required Date: This date is today’s date. This will list all the reservations that are to
be picked today.
This list must be executed once for manually (M) created reservations and once for
MRP (B) generated reservations.
The two status (M&B) cannot be run together!
B = MRP generated reservations
MM_HI_300 Materials Handlers v3 88
MM_HI_300 Materials Handlers v3 88
ZMM_PICKT_MRP_PM
•
that will tell the storage location what materials to pick
After executing ZMM_PICKT_PM, SAP creates the pick ticket
•
at designated
printers
The list will print
MM_HI_300 Materials Handlers v3 89
MM_HI_300 Materials Handlers v3 89
Posting Goods Movements - MB26
From the SAP Easy Access menu,
enter MB26 in the Command field
and press the Enter key
SAP navigates to the Picking List
screen
Enter a selection criteria such as
material, reservation number, or
date
Click on the Execute icon
or press the F8 key
SAP displays the
reservations that
meet the selection
criteria
MM_HI_300 Materials Handlers v3 90
MM_HI_300 Materials Handlers v3 90
Picking List
•
Select the line items to be posted
•
location
Click on the Stock Determination button to default the storage
•
Click on the Post icon to post the goods movements
Note: As soon as the transaction is posted, the inventory for the selected line
items is reduced
MM_HI_300 Materials Handlers v3 91
MM_HI_300 Materials Handlers v3 91
Completion Indicator
Issued
Qty. = 7
Scroll right to
Completion
Indicator
column. This
may or
may not
be set based on
the type of
order.
Reservation
Qty. = 12
MM_HI_300 Materials Handlers v3 92
MM_HI_300 Materials Handlers v3 92
Confirm Picked Quantities – ZMM_SHORT_PM
Multiple selections allow you
to enter a list of reservation
numbers instead of entering a
range of reservation numbers
MM_HI_300 Materials Handlers v3 93
MM_HI_300 Materials Handlers v3 93
ZMM_SHORT_PM
•
printed and sent with the material
(if applicable)
determined items with short quantities should be filled, the
completion indicator tab must be left unchecked on the zmm_pickt
transaction.
After picking the materials from the warehouse, this transaction is• It displays the requested quantity, the picked quantity and shortages• The shortage quantity may or may not be filled. If it has been
MM_HI_300 Materials Handlers v3 94
MM_HI_300 Materials Handlers v3 94
Exercise
Exercise 5.2 Execute
ZMM_PICKT_PM Post goods
movements using
MB26 Execute
ZMM_SHORT_PM
Exercise 5.2
ZMM_PICKT_PM
movements using
MB26
ZMM_SHORT_PM
•Execute•Post goods•Execute
Read Slide
MM_HI_300 Materials Handlers v3 95
MM_HI_300 Materials Handlers v3 95
Process Flow: GI to a Cost Center
Execute Transaction
ZMM_GI_GR
create a Credit Issue
Stocked Items to a
Cost Center -
Movement Type
to202
Execute Transaction
ZMM_GI_GR
Issue Stocked Items
to a Cost Center -
Movement Type
to201
Issue to a
Cost Center
R3P-MM-ISSUER
Note: GI = Goods Issue
MM_HI_300 Materials Handlers v3 96
MM_HI_300 Materials Handlers v3 96
ZMM_GI_GR Goods Issue to Cost Object
MIGO can also be used to issue materials to a cost center. The transaction variant
must be changed and the referencing document is “Others”.
MM_HI_300 Materials Handlers v3 97
MM_HI_300 Materials Handlers v3 97
ZMM_GI_GR Goods Issue to Cost Object
1. Enter the Plant
2. Enter the storage
location
3. Enter the goods
recipient
4. Enter the Cost Object
number
5. Material Document
can be printed by
selecting the print out
box.
2 ways to generate goods
issues.
1. Manual Data entry
2. Scanner download
To return/credit a material,
Complete transaction by
repeating steps above, but
check “Reversal” box.
MM_HI_300 Materials Handlers v3 98
MM_HI_300 Materials Handlers v3 98
Process Flow: GI to a WBS Element
Execute
Transaction
ZMM_GI_GR
reverse a goods
movement -
Movement Type
to
222
Execute
Transaction
ZMM_GI_GR
Issue Stocked
Items to a WBS
Element -
Movement Type
to
221
Issue to a
WBS
Element
R3P-MM-ISSUER
To a WBS Element
Note: GI = Goods Issue
MM_HI_300 Materials Handlers v3 99
MM_HI_300 Materials Handlers v3 99
Exercise
Exercise 5.3
•
using ZMM_GI_GR
Post a Goods Issue
Exercise 5.3
•
using ZMM_GI_GR
Post a Goods Issue
Read Slide
MM_HI_300 Materials Handlers v3 100
MM_HI_300 Materials Handlers v3 100
Summary
•
You should now be able to:
transaction codes
Understand the concept of goods issues in SAP
ZMM_GI_GR
used
Understand what reservations are and why they are
Post goods issues using ZMM_GI_GR for:
Cost centers
Reservations
WBS Elements
To scrap
MM_HI_300 Materials Handlers v3 101
MM_HI_300 Materials Handlers v3 101
Summary cont’d
•
You should now be able to:
reservations
Use custom transactions to mass process:
ZMM_PICKT
MB26
ZMM_SHORT
Cancel / Reverse Goods Issues
Print goods issues material documents
MM_HI_300 Materials Handlers v3 102
MM_HI_300 Materials Handlers v3 102
Unit 6
Transfer Postings
Warehous
e
FSC
UK Stores
MM_HI_300 Materials Handlers v3 103
MM_HI_300 Materials Handlers v3 103
Learning Objectives
•
to:
At the conclusion of this unit you should be able
Execute a two step transfer posting
Display stock in transfer
Cancel a two step transfer posting
MM_HI_300 Materials Handlers v3 104
MM_HI_300 Materials Handlers v3 104
Stock Transfers – 2 Step
Execute
Transaction
MIGO
to place transferred
items in stock at
receiving location -
Movement Type
315
Stock
Transfer from
Stor Loc to
Stor Loc
Execute
Transaction
MIGO
to create a transfer
to a storage
location -
Movement Type
313
Execute
Transaction
MIGO
to reverse stock in
transit - Movement
Type
314
R3P-MM-ISSUER
MM_HI_300 Materials Handlers v3 105
MM_HI_300 Materials Handlers v3 105
Transfer Postings
•
goods receipts and goods issues. Internal stock
transfers might also be necessary
Goods movements do not only occur in the form of
•
location in the same plant causes an update of the
stock quantities in both storage locations
A stock transfer from storage location to storage
•
two-step procedure
Stock transfers can be executed using a one-step or
•
procedures
UK will use both one-step and two-step stock transfer
Scenario:
A storage location requires replenishment of certain
materials outside of the standard MRP
replenishment process
MM_HI_300 Materials Handlers v3 106
MM_HI_300 Materials Handlers v3 106
One-Step vs. Two Step-Transfer Postings
•
Material is removed from and placed in storage simultaneously with
movement type 311. This can be achieved either manually or by
use of scanners.
The one-step procedure is entered in a single transaction MB21.
•
as stock in transfer. After the Remove from Storage is posted at
the issuing point, the stock appears as “Stock in Transfer“ status in
the material master at the receiving storage location
The two-step procedure entered thru MIGO movement 313 displays
0001 Central Stores 0002 FSC
UK will use a two step procedure. The goods issue and goods receipt is entered in
separate steps. Since the postings are separate, two material documents are
created – one for each movement type.
The two step procedure has the advantage of being able to monitor stocks that are
“in transfer” from one storage location to another.
The two step procedure is typically used when locations are not physically close
together or the transfer time is not immediate.
MM_HI_300 Materials Handlers v3 107
MM_HI_300 Materials Handlers v3 107
Storage Loc. To Storage Loc. – Two Step
Storage Loc. 0001
Central Stores
Step 1: Remove
from storage
Movement
313
Step 2: Place in
storage
Movement
315
Storage Loc. 0002
FSC
In Transfer
Storage Loc. 0002
FSC
•
Storage location 0001 = Warehouse
•
Storage location 0002 = S&D
•
Storage location 0003 = OR
•
Storage location 0004 = CAS
MM_HI_300 Materials Handlers v3 108
MM_HI_300 Materials Handlers v3 108
Step 1: Remove From Storage (313)
This is an example of MIGO variant for stock transfer remove from storage.
MM_HI_300 Materials Handlers v3 109
MM_HI_300 Materials Handlers v3 109
Stock in Transfer
Stock in Transfer is displayed in the Material Master –
Storage Location Stock view
MM_HI_300 Materials Handlers v3 110
MM_HI_300 Materials Handlers v3 110
Step 2: Place in Storage (315)
Select transaction (a10) Place in storage and enter the document number created
when you removed stock from storage. The document number will be delivered
with the material.
Select the OK flag to accept the transfer.
Movement type 315 is used
MM_HI_300 Materials Handlers v3 111
MM_HI_300 Materials Handlers v3 111
Display Storage Location Stock
Stock in Transfer is cleared and added to Unrestricted stock
MM_HI_300 Materials Handlers v3 112
MM_HI_300 Materials Handlers v3 112
Cancel / Reverse Goods Movements
•
the movement type that created the movement
The general rule to cancel a movement is to add “1” to
A 102 cancels a 101
A 222 cancels a 221
A 314 cancels a 313
A 316 cancels a 315
•
corrected in SAP with the corresponding movement
type
Cancellations are generally mistakes that are easily
MM_HI_300 Materials Handlers v3 113
MM_HI_300 Materials Handlers v3 113
Cancel / Reverse 313
•
To cancel / reverse a 313:
(0002). Before you posted the 315, you discovered that
the material needs to go to Med Ctr PPD (0003) instead
You executed a 313 to put material in transfer to FSC
transfer status, then transferred to the correct storage
location
The 313 must be cancelled (314) to put the stock back in
MM_HI_300 Materials Handlers v3 114
MM_HI_300 Materials Handlers v3 114
Cancel/Reverse a Two-Step Transfer Posting
•
and 315) you must cancel the 315 material document
first
To cancel the entire two-step transfer posting (313then cancel the 313 material document •For example:
(0002). Then you posted the 315.
You executed a 313 to put material in transfer to FSC
PPD (0003) instead
You discovered that the material needs to go to Med Ctr
The 315 movement must be cancelled first with (316)
Then 313 movement can be cancelled with a with (314)
storage location
The material can then be transferred to the correct
MM_HI_300 Materials Handlers v3 115
MM_HI_300 Materials Handlers v3 115
314 cancels
a 313
316 cancels
a 315
Cancel/Reverse: Process
•
315 material
document
1st: Cancel the
•
313 material
document
2nd: Cancel the
MM_HI_300 Materials Handlers v3 116
MM_HI_300 Materials Handlers v3 116
Summary
•
You should be able to:
Execute a two step transfer posting
Display stock in transfer
Cancel / Reverse a two step transfer posting
MM_HI_300 Materials Handlers v3 117
MM_HI_300 Materials Handlers v3 117
MM_HI_300 Materials Handlers v3 118
MM_HI_300 Materials Handlers v3 118
Exercise
Exercise 6.1.1
•
Transfer using MIGO
Post Two-step Stock
Exercise 6.1.1
•
Transfer using MIGO
Post Two-step Stock
Read Slide
MM_HI_300 Materials Handlers v3 119
MM_HI_300 Materials Handlers v3 119
Course Summary
•
You should be able to:
organizational structure and master data
Understand the relationship between the
Understand the ZMM_GI_GR transaction code
execute various goods movements in SAP
Use the ZMM_GI_GR and MIGO transaction to
movement types
Create a personal favorites list of frequently used
Execute goods movements in SAP
Cancel/ reverse goods movements
MM_HI_300 Materials Handlers v3 120
MM_HI_300 Materials Handlers v3 120
Course Summary cont’d
•
You should now be able to:
movements and movement types
Understand the relationship between goods
to cost centers, reservations and scrap
Execute a return to vendor transaction, issue goods
Transfer materials from one location to another
Pick and issue materials to reservations
material
Differentiate between a stock material and nonstock