SAP MM Configuration
MM – Configuration Documentation
2 Enterprise Structure - Definition
2.1 Define Valuation Level
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SAP MM Configuration
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Enterprise Structure ® Definition ® Logistics
general ® Define Valuation Level
Transaction Code
OX14
Configuration Description
Here we specify the level at which material stocks
are valuated. We have used the Plant level since the
application component Production Planning (PP) and
Costing are being used.
• Depending on the valuation level chosen,
accounting data (in particular the valuation price)
is maintained for each plant or for each company
code in the material master record.
• If material stocks are valuated at company code
level, all plant stocks of a material are managed in
a joint stock account for each company code.
• If material stocks are valuated at plant level, the
material stocks for each plant can be managed
in different accounts. We can define a separate
account determination for each plant.
2.2 Define Plant
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Enterprise Structure ® Definition ® Logistics
general ® Define, copy, delete, check plant
Transaction Code
SPRO
As a part of the Logistics Organizational
Configuration Description
Structure, Plants are defined in SAP. The ‘Plant’
is an operating area or a branch or a location
within a company. Each 'Plant' is assigned to a
single 'company code'. A 'company code' can
have several 'Plants'. In case of ITZ Pvt. Ltd., the
various 'Plants' are assigned to each 'company code'.
Configuration of One Plant is depicted here, (for list of
all please refer to MM KDS Document)
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SAP MM Configuration
2.3 Maintain Storage Location
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Enterprise Structure ® Definition ® Materials
Management ® Maintain Storage Location
Transaction Code
OX09
Configuration Description
A storage location is the place where stock is
physically kept within a plant. There may be one or
more storage locations within a plant.
A storage location has the following attributes:
• A storage location has a description and at least
one address.
• It is possible to store material data specific to a
storage location.
• Stocks are managed only on a quantity basis and
not on a value basis at storage location level.
• Physical inventories are carried out at storage
location level.
Configuration of Storage Locations under One Plant
is depicted here, (for list of all please refer to MM
KDS Document)
2.4 Maintain purchasing organization
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Enterprise Structure ® Definition ®
Materials Management à Maintain Purchasing
Organization
Transaction Code
SPRO
Configuration Description
At this node we configure the Purchasing
Organization .The purchasing organization is the
highest level of aggregation (after the organizational
unit "client") for purchasing statistics.
In case of ITZ One single Purchase Organization is
created as under :
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SAP MM Configuration
3 Enterprise Structure Assignments
3.1 Assign Plant to Company Code
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Enterprise Structure ® Assignment ® Logistics
general ® Assign Plant to Company Code
Transaction Code
SPRO
Configuration Description
A Plant needs to be assigned to one of the Company
Codes, the relation is always one to one i.e. One
Plant can be assigned to only one company code
All the plants can’t be shown here(for complete
list refer MM KDS document)
3.2 Assign purchasing organization to company code
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Enterprise Structure ® Assignment ® Logistics
general ® Assign purchasing organization to
company code
Transaction Code
SPRO
Configuration Description
In this node we assign the Purchasing Organization
to the company code under which it works.
In case of ITZ the Purchasing Organization is Central,
so it is not assigned to any Company Code
3.3 Assign purchasing organization to Plant
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Enterprise Structure ® Assignment ® Logistics
general ® Assign purchasing organization to
Plant
Transaction Code
SPRO
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SAP MM Configuration
In this step we assign purchasing organizations to the
plants for which they are responsible.
In case of ITZ since it operates with Centralized
Purchasing Org. we have assigned the Purchasing
Org. to all the plants defined as of now
Configuration Description
3.4 Assign standard purchasing organization to plant
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Enterprise Structure ® Assignment ®
Logistics general ® Assign standard purchasing
organization to plant
Transaction Code
SPRO
If several purchasing organisations procure for a
certain plant, we can define one of them as the
standard purchasing organization for the transactions
"pipeline procurement", "consignment" and "stock
transfers".
Configuration Description
In source determination for stock transfers and
consignent, the system automatically utilizes this
standard purchasing organization. In the case of
goods issues of pipeline materials, the purchasing
info records of the standard purchasing organization
are read.
In ITZ, we have not defined this Setting as we are
using single Purchasing Organisation
4 General Logistics
4.1 Assign Fields to Fields Selection Groups
Menu path
1. Implementation Guide for R/3
Customizing (IMG) ® Logistics
- General à Material Master à
Field Selectionà Assign Fields
to Fields Selection Groups
Transaction Code
OMSR
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SAP MM Configuration
Configuration Description
Assignment of Material Master
Fields is required to define whether
a field is hidden or displayed, or
whether an entry is mandatory
or optional in material master
maintenance, it is always advisable
to work with Standard SAP
settings, but for few business
requirement some assignments
are changed to new field selection
groups defined as per reserved
name space. in case of ITZ, some
of the list of changed entries is as
given below:
Field
Name
DescriptionChanged
Field Grp
MVKEMVGR1
Material
group 1
211
MVKEMVGR2
Material
group 2
211
MVKEMVGR3
Material
group 3
211
4.2 Maintain Field Selection for Data Screens
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Logistics - General à Material Master à Field
Selectionà Maintain Field Selection for Data
Screens
Transaction Code
OMS9
Configuration Description
In this step we define the nature of a Field belonging
to a particular Field Selection Group wrt the Screen
Reference of a Material Type. Steps involved are :
• Selecting the field selection group.
• Select the field selection option (hide, display,
required entry, or Optional entry) for each field
reference as required.
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SAP MM Configuration
4.3 Maintain Company Codes for Materials Management
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Logistics - General à Material Master à
Basic Settingsà Maintain Company Codes for
Materials Management
Transaction Code
OMSY
Configuration Description
This activity is done for making a Company Code
relevant for materials Management and to define
the starting posting period This is a prerequisite for
creating a Material Master
4.4 Define Attributes of Material Types
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Logistics - General à Material Master à Basic
Settingsà Material Typesà Define Attributes of
Material Types
Transaction Code
OMS2
Configuration Description
Material type is analogous to the family of a material
master; all the important attributes of a material are
governed by settings in the material type. To be
precise it governs :
1. 1. Number range pattern and nature (external/
internal)
2. 2. Hide/optional fields in the material master
3. 3. Valuation Control at valuation area level
(ultimately used to derive G/L)
4. 4. Control on Production/Purchase
4.5 Define Number Ranges for each material types
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Logistics - General à Material Master à Basic
Settingsà Material Typesà Define Number
Ranges for each Material Types
Transaction Code
MMNR
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SAP MM Configuration
Configuration Description
In this step, we have defined the type of number
assignment and the number range intervals for
material master records. When creating a material
master record, system must assign it a unique
number. There are two ways of doing this:
• internal number assignment
In this case, a number within the number range
interval allowed is assigned by the SAP system.
• external number assignment
Here, the user assigns a number within the number
range interval allowed. We can define the intervals
for external number assignment numerically and
alphanumerically.
We have defined the number range intervals for socalled groups. We assign one or more material types
to each group.
• If we assign just one material type to a group,
we can define both an internal and an external
number range interval for the material type.
• If we group together more than one material type,
we can define an internal and an external number
range interval here too. This allows several
material types to have the same number range
intervals.
4.6 Define Attributes of system messages
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Logistics - General à Material Master
à Basic Settingsà Define Attributes of system
messages
Transaction Code
OMT4
Configuration Description
When processing material master records, the system
issues a number of system messages containing
important user information. In this activity, we define
how the SAP system handles these messages. We
have the following options:
• The message can be suppressed.
• The message can be displayed as a warning.
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SAP MM Configuration
• The message can be displayed as an error
message. (can’t be surpassed)
For ITZ requirement Message Numbers MM189 &
312 are changed as Error message
We are using Standard SAP Messages.
4.7 Define Material Groups
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Logistics - General à Material Master à Settings
for Key Fieldsà Define Material Groups
Transaction Code
OMSF
Configuration Description
Here we define the Groups for Materials & Services,
This Grouping shall be defined keeping in mind the
reporting requirement of the company for analysing
Purchases, Consumptions, Stocks etc,
Setting is just a table entry, few records are shown in
the screen shot, for complete list refer to the MM KDS
document or the actual system node
4.8 Define External Material Groups
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Logistics - General à Material Master à Settings
for Key Fieldsà Define External Material Groups
Transaction Code
SPRO
Configuration Description
Here we define the Groups for giving an extra key for
filtering, sorting the list of materials from a criterion
other than Material grouping
In case of ITZ we have not used External Material
Groups
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SAP MM Configuration
4.9 Initialize Period
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Logistics - General à Material Master à Toolsà
Initialize Period
Transaction Code
MMPI
Configuration Description
This Transaction can be used to initialize the period
in materials management , i.e. it opens the already
closed period (thru Txn : MMPV), but opening a
period has serious implications on data consistency
in SAP so as recommended by SAP Follow the
instructions in Note 487381 before initialization
5 Materials Management –
Consumption based Planning
5.1 Activate MRP for MRP Areas
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Consumption-based
Planning à Master Data à MRP Areas àActivate
MRP for MRP Areas
Transaction Code
SPRO
Configuration Description
This setting is required if we want to have planning
at a level other than plants i.e. either of Storage
location / at Subcontractor level.
An MRP area represents an organizational unit for
which we can perform material requirements planning
separately.
An MRP area can include one or several storage
locations of a plant or a subcontractor. We can define
MRP areas in a plant.
For ITZ Ltd., we have not used MRP Areas.
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SAP MM Configuration
5.2 Define MRP Areas
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Consumption-based
Planning à Master Data à MRP Areas àDefine
MRP Areas
Transaction Code
SCAL
Configuration Description
Here we define the MRP areas for a plant for which
we would like to carry out material requirements
planning separately.
When creating an MRP area, we enter the number,
which must have at least 5 digits to avoid any
overlapping with the plant MRP area, the description
and the MRP area type
In case of ITZ we have not defined MRP area
Important : If MRP area is activated Conversion of
Planning file entries needs to be run in every new
System Client through Report RMDBVM00 in Txn :
SE38
The conversion report causes the system to create
a new planning file. In addition, the system creates
MRP area for the existing plants. These MRP areas
do not, however, affect the way material requirements
planning is carried out. The number for plant MRP
areas is identical to the plant number and therefore
consists of four digits.
The conversion of the current planning file (table
MDVM) to the new planning file (table DBVM) is a
prerequisite for carrying out material requirements
planning with MRP areas.
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SAP MM Configuration
6 Materials Management – Purchasing
6.1 Define Attributes of System Messages
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing à
Environment Data à Define Attributes of System
Messages
Transaction Code
SPRO
Configuration Description
In Purchasing, certain system messages containing
important information for users may be issued from
time to time
In this step, we can specify whether the SAP System:
• Suppresses the relevant information
• Issues it as a warning message
• Issues it as an error message
In the case of an error message, processing cannot
be continued until user input has been corrected
For ITZ requirement, messages (as a change from
standard) are configured as given below:
6.2 Define Purchasing Value Keys
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing à Material
Master à Define Purchasing Value Keys
Transaction Code
SPRO
Configuration Description
With Purchasing value key we can control following
functions by using it in the material master purchasing
view, purchasing value key governs:
• The issue of reminders and urging letters
(expediters) with respect to nearly due and
overdue deliveries
• The admissibility of over- and under deliveries
("overages" and "under ages")
• Order acknowledgment requirements for PO items
• Shipping/packaging instructions
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SAP MM Configuration
This data appears as default data in purchasing
documents and is taken from the material master
record (unless a purchasing info record exists, in
which case it is taken from the info records).
6.3 Entry Aids for Items without a Material Master
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing à
Material Master à Entry Aids for Items Without a
Material Master
Transaction Code
SPRO
Configuration Description
In this step we assign In this step, we can assign
a purchasing value key and a valuation class to a
material group.
The assignment of a purchasing value key default
values for reminder levels etc. in purchase order
items without a material master record and without an
info record.
The assignment of a valuation class to a material
group enables the system to determine different
accounts for the individual material groups.
For ITZ we have maintained Valuation Classes in the
accounting view of the materials.
6.4 Create Purchasing Groups
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing à Create
Purchasing Groups
Transaction Code
SPRO
It’s a key for a buyer or group of buyers
Configuration Description
responsible for certain purchasing activities.
useful in accessing information, controlling
authorizations, setting up release strategies
etc. for ITZ ‘s Requirement following groups
are configured, configuration is a simple
table entry but purchasing group has
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SAP MM Configuration
a comprehensive use in all purchasing
transactions/ documents
6.5 Define Document Types (RFQ/Quotation)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing à RFQ/
Quotation à Define Document Types
Transaction Code
SPRO
Configuration Description
SAP manages RFQs and quotations as documents
which are grouped into different document types., in
this step we have :
• Created new document types
• Defined item interval
• Defined admissible follow-on document types
• Assigned document types to a number range
group
• Defined number range interval
• Chosen
• internal
• external
• Chosen
The update group determines how the data from the
document header is updated in the statistics file.
Linkage determines which PR document types can be
referenced for creating a particular RFQ document
type
6.6 Define Text Types for Header Texts (RFQ/Quotations)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àRFQ /
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SAP MM Configuration
Quotations à Define Text Types for Header
Texts
Transaction Code
Configuration Description
SPRO
In this step we define different Texts which appear
in RFQ/Quotation Headers, which are used to store
information applicable for a particular RFQ document
We have standard Header Text Types.
6.7 Define copying rules for Header Texts (RFQ/
Quotations)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àRFQ /
Quotations à Define copying rules for Line
Texts (RFQ/Quotations)
Transaction Code
SPRO
Configuration Description
In this step we define copying rules for different
header Texts which appear in RFQ/Quotation Line
Items
Copying rules are used to determine which texts can
be adapted from other objects (for example, vendor
master records, contracts) to the header text of the
RFQ. We link text types in the RFQ with text types in
other objects. System can adopt header texts from
the following objects:
• RFQ / Quotation
• Contract
• Scheduling agreement
• Vendor master
We can also specify whether the adopted text can be
edited in the destination document or not. This type of
setting is more useful in PO Header Texts
6.8 Define document types (Purchase Requisitions)
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing à
Purchase Requisitions à Define document types
(Purchase Requisitions)
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SAP MM Configuration
Transaction Code
Configuration Description
SPRO
SAP manages Purchase Requisitions as documents
which are grouped into various document types., in
this step we have :
• Created new document types
• Defined item interval
• Defined admissible follow-on document types
• Assigned document types to a number range
group
• Defined number range interval
• Chosen
• internal
• external
• Chosen
The update group determines how the data from the
document header is updated in the statistics file.
Above linkage governs which type of PO can be
created using PR of a particular type
6.9 Release Procedure with Classification (Purchase
Requisitions)
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
à Purchase Requisitions à Release Procedure
àProcedure with Classification à Set Up
Procedure with Classification
Transaction Code
SPRO
Configuration Description
In this step, we have set up the release procedure
with classification.
Purchase Requisition release is the process in which
Purchase Requisition is approved and released
by HOD of concern department for request of
required material or services specified in Purchase
Requisition. Once the Purchase Requisition is
approved and released then Purchase Order or RFQ
will be created for that material or services against
same Purchase Requisition.
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SAP MM Configuration
Configuration involves following elements in
sequence:
Release Group:
Specify for the release group either "overall release"
or "item-wise release"
Release codes:
The Release Code is a two-character ID allowing a
person to release (approve) a requisition.(analogous
to approver code)
Release Indicators:
A release indicator shows the release status of a
purchase requisition
Release Indicators also involve:
Field selection key
via the field selection key, we can specify which
fields in a purchase requisition with this release
indicator can be changed or must be populated
Changes after start of release process
• With the Changeability indicator, we can specify
the effects of changes to a requisition. For
example, certain changes may require a new
release strategy to be determined for the
requisition.
• Via the Value change field, we can cause the
release strategy to be re-started if the value of a
purchase requisition item is increased by more
than a certain percentage (e.g. 10%). To do so,
set the Changeability indicator to "4 - Changeable,
new release in case of new strategy or value
change" and enter a percentage in the Value
change field.
Release Strategy
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SAP MM Configuration
The Release Strategy defines the approval process
for Purchase Requisitions. The strategy specifies the
release codes which are necessary and the sequence
in which releases have to be affected. We can define
a maximum of eight release codes i.e. 8 Levels of
approval.
Release Prerequisites indicate the sequence in
which a Purchase Requisition must be approved
via the release codes. (In ITZ case release is
parallel(either / or so indicators are kept blank)
Release Status indicates the affect after the release
by a particular release code
Release Values
These values need to be maintained in every client
manually, this forms the basis on which release
strategy is triggered for a PR.
An important prerequisite for this is to create Class &
Characteristics in class type 032
Characteristics for Release Strategy
Create the Characteristics required for release
strategy as master data thru transaction CT04,
here the most important setting is to attach the
characteristics to corresponding field of structure
CEBAN
attach it to the structure
Class for Release Strategy
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SAP MM Configuration
Create the class as master data thru transaction
CL02
and attach the Characteristics created earlier to the
class
6.10 Define Number Ranges (Purchase Orders)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPurchase
order à Define Number Ranges
Transaction Code
OMH6
Configuration Description
In this step we define number ranges for Purchase
order document types, (defined separately in
customizing), this setting also includes number
ranges for other external purchasing documents i.e.
for Contracts/Scheduling Agreements and RFQs.
There are two ways of doing this:
• internal number assignment
In this case, a number within the number range
interval allowed is assigned by the SAP system.
• external number assignment
Here, the user assigns a number within the number
range interval allowed. We can define the intervals
for external number assignment numerically and
alphanumerically.
In case of ITZ all the documents are assigned
with internal number ranges with the exception
for document type “Legacy Open P.O”, as it
was required to retain the legacy P.O number
for this case.
go in change mode and define the intervals as
shown:
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SAP MM Configuration
6.11 Define Document types (Purchase Orders)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPurchase
Orders à Define document types
Transaction Code
SPRO
Configuration Description
SAP manages Purchase Orders as documents which
are grouped into various document types., in this step
we have :
• Created new document types
• Defined item interval
• Define allowable item categories
• Defined admissible follow-on document types
• Assigned document types to a number range
group
• Defined number range interval
• Chosen
• internal
• external
• Chosen
The update group determines how the data from the
document header is updated in the statistics file.
Above linkage governs which type of PR can be
referenced created while creating a particular
Contract document type
6.12 Set Tolerance Limits for Price Variance
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPurchase
order à Set Tolerance Limits for Price Variance
Transaction Code
SPRO
Configuration Description
When processing a purchase order, the system
checks whether the effective price of a PO item
shows variances compared with the valuation price
stored in the material master record. In addition, it
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SAP MM Configuration
checks whether the specified cash discount value is
admissible.
Variances are allowed within the tolerance limits. If a
variance exceeds a tolerance limit, the system issues
a warning or error message. In SAP, the types of
variance are represented by the tolerance keys. For
each tolerance key, we can define percentage and
value-dependent upper and lower limits per company
code.
• PE Price variance, Purchasing
• • Tolerance limit for system message no. 207.
This message appears if the specified effective
price exceeds the predefined tolerances when
compared with the material price.
• SE Maximum cash discount deduction,
Purchasing
• • Tolerance limit for system message no. 231.
This is a warning message, which appears
when the specified cash discount percentage
exceeds the predefined tolerances.
6.13 Release Procedure for Purchase Orders
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPurchase
Order à Release Procedure for Purchase
Orders
Transaction Code
SPRO
Configuration Description
In this step, we have set up the release procedure
for Purchase Orders(this also covers the process for
other external purchasing documents e.g. contracts/
scheduling agreements)
Purchase Order release is the process in which
PO is approved and released by HOD of concern
department for request of required material or
services specified in PO. Once the Order is approved
and released then GR can be created against the PO
In case of ITZ, Release strategy is used in case of all
purchases.
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SAP MM Configuration
Configuration involves following elements in
sequence:
Release Group:
Release groups are created for each type of
purchasing
Release codes:
The Release Code is a two-character ID allowing a
person to release (approve) a requisition.(analogous
to approver code)
Release Indicators:
A release indicator shows the release status of a
Purchase Order
Release Indicators also involve:
Changeability Indicator
With the Changeability indicator, we can specify the
effects of changes to a PO document. For example,
certain changes may require a new release strategy
to be determined for the requisition.
• Via the Value change field, we can cause the
release strategy to be re-started if the value of
a purchase order is increased by more than a
certain percentage (e.g. 10%). To do so, set the
Changeability indicator to "6 - Changeable, new
release in case of new strategy or value change"
and enter a percentage in the Value change field.
Release Strategy
The Release Strategy defines the approval process
for PO. The strategy specifies the release codes
which are necessary and the sequence in which
releases have to be affected. We can define a
maximum of eight release codes i.e. 8 Levels of
approval.
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SAP MM Configuration
Release Prerequisites indicate the sequence in
which a Purchase Requisition must be approved via
the release codes. (In ITZ case release is by a single
authority so there are no prerequisite involved)
Release Status indicates the affect after the release
by a particular release code
Release Values
These values need to be maintained in every client
manually, this forms the basis on which release
strategy is triggered for a PO.
An important prerequisite for this is to create Class &
Characteristics in class type 032
Characteristics for Release Strategy
Create the Characteristics required for release
strategy as master data thru transaction CT04,
here the most important setting is to attach the
characteristics to corresponding field of structure
CEKKO
And attach it to the structure
Class for Release Strategy
Create the class as master data thru transaction
CL02 and attach the Characteristics created earlier to
the class
6.14
Define Screen Layout at Document Level
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPurchase
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SAP MM Configuration
Orders à Define Screen Layout at Document
Level
Transaction Code
Configuration Description
SPRO
In this step we define the attributes of various fields
contained in a field selection key (defined for a
document type) inside which various fields are
grouped into fields selection groups.Steps involved in
the process are :
• Selecting the field selection key (defined for a
document type)
• Select the field selection option (hide, display,
required entry, or Optional entry) for each field
inside a field selection group reference as
required.
Select a field selection key and set the attributes
inside as shown:
get inside a field group and choose the attributes
settings can be made similarly for other fields in
various other groups as & when required
6.15 Define Text Types for Header Texts (Purchase
Orders)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPurchase
Order à Define Text Types for Header Texts
Transaction Code
SPRO
Configuration Description
In this step we define different Texts which appear
in Purchase order header, these are used to store
information applicable for a particular PO document
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SAP MM Configuration
6.16 Define copying rules for Header Texts (Purchase
Order)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPurchase
Orders à Define copying rules for Header Texts
Transaction Code
SPRO
Configuration Description
In this step we define copying rules for different
header Texts which appear in Purchase Order
Headers
Copying rules are used to determine which texts can
be adapted from other objects (for example, vendor
master records, contracts, RFQ) to the header text of
the Purchase Order. We link text types in the PO with
text types in other objects. System can adopt header
texts from the following objects:
• RFQ / Quotation
• Contract
• Scheduling agreement
• Vendor master
• Purchase Requisition
We can also specify whether the adopted text can be
edited in the destination document or not. Currently
we are not maintaining any copying rule for header
texts
6.17 Define Text Types for Item Texts (Purchase Orders)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPurchase
Order à Define Text Types for Item Texts
Transaction Code
SPRO
Configuration Description
In this step we define different Texts which appear
in Purchase order item level, these are used to store
information applicable for a particular PO document
line item
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SAP MM Configuration
6.18 Define copying rules for Item Texts (Purchase
Order)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPurchase
Orders à Define copying rules for Item Texts
Transaction Code
SPRO
Configuration Description
In this step we define copying rules for different item
Texts which appear in Purchase Order ITEM
Copying rules are used to determine which texts can
be adapted from other objects (for example, vendor
master records, contracts, RFQ) to the header text of
the Purchase Order. We link text types in the PO with
text types in other objects. System can adopt header
texts from the following objects:
• RFQ / Quotation
• Purchase Requisition
• Purchase Info record
• Contract
• Material master
We can also specify here whether the adopted text
can be edited in the destination document or not.
maintain the rules for a text as under
6.19 Define Document Types (Contracts)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àContracts
à Define Document Types
Transaction Code
OMH6
Configuration Description
SAP manages Contracts as documents which are
grouped into various document types., in this step we
have :
• Created new document types
• Defined item interval
• Define allowable item categories
• Defined admissible follow-on document types
• Assigned document types to a number range
group
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SAP MM Configuration
• Defined number range interval
• Chosen
• internal
• external
• Chosen
The update group determines how the data from the
document header is updated in the statistics file.
In case of ITZ, use of Contracts and Scheduling
agreements is very minimal so we have retained and
used standard SAP document types
Above linkage governs which type of PR can be
referenced created while creating a particular
Contract document type
6.20
Define Screen Layout at Document Level
(Contracts)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àContracts
à Define Screen Layout at Document Level
Transaction Code
SPRO
Configuration Description
In this step we define the attributes of various fields
contained in a field selection key (defined for a
document type) inside which various fields are
grouped into fields selection groups.Steps involved in
the process are :
• Selecting the field selection key (defined for a
document type)
• Select the field selection option (hide, display,
required entry, or Optional entry) for each field
inside a field selection group reference as
required.
Select a field selection key and set the attributes
inside as shown:
get inside a field group and choose the attributes
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SAP MM Configuration
settings can be made similarly for other fields in
various other groups as & when required
6.21 Define Text Types for Header Texts (Contracts)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àContracts
à Define Text Types for Header Texts
Transaction Code
SPRO
Configuration Description
In this step we define different Texts which appear in
Contract header, these are used to store information
applicable for a particular Contract document
6.22 Define copying rules for Header Texts (Contracts)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àContracts
à Define copying rules for Header Texts
Transaction Code
SPRO
Configuration Description
In this step we define copying rules for different
header Texts which appear in Contract Headers
Copying rules are used to determine which texts can
be adapted from other objects (for example, vendor
master records, Contract, RFQ) to the header text of
the Contract. We link text types in the PO with text
types in other objects. System can adopt header texts
from the following objects:
• RFQ / Quotation
• Contract
• Vendor master
We can also specify whether the adopted text can be
edited in the destination document or not.
We are maintaining Standard Text and copying Rules
for Header Texts
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SAP MM Configuration
6.23 Define Text Types for Item Texts (Contracts)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àContracts
à Define Text Types for Item Texts
Transaction Code
SPRO
Configuration Description
In this step we define different Texts which appear
in Contract item level, these are used to store
information applicable for a particular Contract
document line item
6.24 Define copying rules for Item Texts (Contract)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àContracts
à Define copying rules for Item Texts
Transaction Code
SPRO
Configuration Description
In this step we define copying rules for different item
Texts which appear in Contract Headers
Copying rules are used to determine which texts can
be adapted from other objects (for example, vendor
master records, contracts, RFQ) to the header text of
the Contract. We link text types in the Contract with
text types in other objects. System can adopt header
texts from the following objects:
• RFQ / Quotation
• Purchase Requisition
• Contract
• Purchase Info record
• Material master
We can also specify here whether the adopted text
can be edited in the destination document or not.
maintain the rules for a text as under
6.25 Define External Confirmation Categories
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
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SAP MM Configuration
àConfirmations à Define External Confirmation
Categories
Transaction Code
Configuration Description
SPRO
Notification from the vendor to the recipient regarding
the status of a purchase order., In case of ITZ ,
CONFIRMATIONS are not being used Confirmation
categories are defined to symbolize the key for a type
of confirmation
6.26 Define Internal Confirmation Categories
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
àConfirmations à Define Internal Confirmation
Categories
Transaction Code
SPRO
Configuration Description
In this step, we assign an external confirmation
category to each internal confirmation category.
Internal Categories are for system controls.
6.27 Set Up Confirmation Control
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
àConfirmations à Set Up Confirmation Control
Transaction Code
SPRO
Configuration Description
In this step, we assign an external confirmation
category to each internal confirmation category.
Internal Categories are for system controls.
As shown all the conformation categories are relevant
for MRP, but the last one is relevant to GR also,
which means that when a GR is made against the
P.O line item it will get defaulted with qty of last conf.
category
6.28 Define Access Sequence
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
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SAP MM Configuration
àConditionsà Define Price Determination Process
à Define Access Sequence
Transaction Code
Configuration Description
SPRO
Access sequence is an important element of
pricing determination. It is the Order in which the
system searches through the condition tables when
searching for particular condition records. The search
order goes from specific condition records to general
condition records.
1. E.G.
Access sequence is made up of condition table (the
level at which data is stored)
In the access sequence shown system will search for
the record from first to last table in sequence. (e.g.
if Custom duty % for a material is maintained at all
the three levels i.e. Incoterms-plant-maerial / PlantMaterial / Plant-Material Type level , then system
st
will take the record from 1 available level only i.e.
Incoterms-plant-maerial in this case)
Each condition table is defined as an combination
of fields for data access and is assigned to different
condition types ( In case of ITZ , we are not
maintaining any access sequence),
6.29 Define Condition Types
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
àConditionsà Define Price Determination Process
à Define Condition Types
Transaction Code
M/06
s
Configuration Description
In this step we have defined condition types.
The condition types are used to represent pricing
elements such as prices, discounts, surcharges,
taxes, or delivery costs in the SAP. These are stored
in the system in condition records.
For condition types for which we want to maintain
conditions with their own validity period we have
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SAP MM Configuration
specified an access sequence. (e.g. for all import duty
conditions
Important Settings Condition type include:
Condition Class: Defines nature of condition as
Prices / surcharge / discounts etc.
Calculation type: Defines nature of condition unit i.e.
Amount type / Percentage / Qty etc
Condition Category : e.g. Packaging, Cost , Tax,
Delivery Costs(requiring extra vendor at condition
level)
Access Sequence : Allows condition records to be
maintained
Header Condition : Allows usage at Header level of
Purchasing document
Accruals : Makes a condition irrelevant to net price
calculation i.e. excluded from tax base
6.30 Define Calculation Schema
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
àConditionsà Define Price Determination Process
à Define Calculation Schema
Transaction Code
M/08
Configuration Description
In this step, we have defined the calculation
schemas.
In MM area, a calculation schema is a framework
of steps used to calculate pricing in as purchasing
document
Analogous to this is referred to in the Sales and
Distribution (SD) area as a pricing procedure.
In the calculation schema (pricing procedure), we
specify which condition types are to be taken into
account in which sequence.
In the price (or cost) determination process, the SAP
System automatically determines which calculation
schema is valid for a business transaction and takes
into account, one after another, the condition types it
contains.
In case of ITZ we have defined schemas all starting
with Z*, these will get derived in different types of
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SAP MM Configuration
purchasing documents as per the rule explained in
Schema determination configuration
Select one of the schema and see the control data as
shown below:
Important keys in defining Schema are as under:
Step No. & Counter: For determination the sequence
of conditions and to act as a base for calculations
with in condition
From- To : Base for calculation of condition value,
this is only relevant for % type of conditions
Statistical: Makes a condition non-relevant to
account postings
Subtotal: Used to pass the condition value in to fields
of P.O item tables and other pricing structure
Requirement : Used for validating Condition value
determination using small ABAP written formulae
Base Type: Here a Formula for determining the
condition basis as an alternative to the standard.
Accrual key: for deriving a separate account during
GR / Invoice postings
6.31 Define Schema Group
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
àConditionsà Define Price Determination Process
à Define Schema Group
Transaction Code
SPRO
Configuration Description
Every External Purchase document derives
Calculation Schema from a combination of
Purchasing Organization and Vendor, to simplify
data maintenance for this process SAP works with
grouping concept. So all the purchasing org. are
grouped in to a Schema group and Vendors requiring
same pricing stricture are grouped into a Schema
group , now for the combination of these , system
derives the pricing schemas
Click on a row to enter :
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SAP MM Configuration
the other part i.e. vendors are assigned with schema
group in vendor master
6.32 Define Schema Determination
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
àConditionsà Define Price Determination Process
à Define Schema determination
Transaction Code
SPRO
Configuration Description
In this step we have defined the determination of
Pricing schema for different type of Purchasing
documents and for Stock transport orders
For standard purchase orders
(depending on the schema group of the vendor and
the purchasing organization)
For stock transport orders
(depending on the supplying plant, the document
type and the schema group of the purchasing
organization)
select first item ,
and second item
6.33 Define Transaction Event keys
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
àConditionsà Define Price Determination Process
à Define Transaction Event keys
Transaction Code
SPRO
Configuration Description
In this step, we have defined transaction/event keys
for condition types involving provisions.
This enables the system to find the relevant
account for provisions (for accrued delivery costs or
miscellaneous provisions, for example),
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SAP MM Configuration
We have assigned these transaction/event key to
each condition type that is relevant to provisions in
the step Define Calculation Schema.
st
Select the 1 row
Select second row, it displays the usage of key in
schema
6.34 Maintain Condition Table
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
àConditionsà Define Price Determination Process
à Maintain Condition Table
Transaction Code
SPRO
Configuration Description
In this step, we create custom tables, these table are
used to store condition records for different condition
types , for this these tables should be a part of access
sequence
With help of this we can derive prices, discounts and
surcharges dependent on almost all the fields in a
purchasing document.
In a condition table, we specify the combination of
fields for which we can create condition records.
As per SAP recommendation we should not change
the condition tables that are included in the standard
version of the SAP System.
Check the extent to which we can use the condition
tables that are supplied with the standard SAP
System, for our tables we can only choose names
between 501 and 999. If we make no entry, the
system will automatically assign a consecutive
number.
For ITZ we have not defined any tables:
Steps:
For creating new condition tables. copy a similar
condition table and proceed as follows:
• Enter the name of the table we wish to create.
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SAP MM Configuration
• Note that we can only choose names between
501 and 999. If we make no entry, the system will
automatically assign a consecutive number.
• Specify whether we wish to create the table with or
without a validity period.
• Enter the type of condition table (for example,
transparent table).
• Enter a description for the condition table.
• From the list of allowed fields that are included in
the field catalog and which can be extended there,
choose the desired fields for the condition table.
• Generate the new condition table.
IMP: All the fields that shall be used to pick up any
condition value must be part of Header/Key field in
the condition table.
6.35 Define Grid for Quantity Variances
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àStatistics
àDefine Grid for Quantity Variances
Transaction Code
SPRO
Configuration Description
For Purchasing information system for vendor
performance the statistics is managed on the amount
of quantity variances of vendors.
The delivery quantity variance specifies in percent the
variance between the purchase order quantity and
the quantity actually delivered.
This key figure is determined if an order item is
completed and is updated for the entry date of the
goods receipt or for the entry date of purchase order
change.
In this step we can determine four interval limits for
every purchasing organization. Five intervals are then
available to we for evaluation of vendors
6.36 Define Grid for Delivery Date Variance
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àStatistics
àDefine Grid for Delivery date
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SAP MM Configuration
Transaction Code
Configuration Description
SPRO
Delivery date variance data is used in statistics for
evaluating vendor performance.
The delivery date variance specifies the difference in
days the difference between the statistically relevant
delivery date and the date of the goods receipt.
This key figure is updated during the goods receipt for
the entry date.
In this step we can determine four interval limits for
every purchasing organization. Five intervals are then
available to we for evaluation of vendors
6.37 Define Weighing keys
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àVendor
Evaluation à Define Weighing keys
Transaction Code
SPRO
Configuration Description
In vendor evaluation criteria are weighted according
to their importance through Weighing key.
For example, the overall evaluation of a vendor is
calculated from the scores awarded for the main
evaluation criteria "price," "quality," and "delivery."
The latter comprises "on-time delivery performance"
and "quantity reliability."
If we consider a vendor's price to be more important
than quality, and quality to be more important than
delivery, we can assign weights to the criteria in a
ratio of three for price, two for quality, and one for
delivery. This ratio is recorded in a weighting key.
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SAP MM Configuration
6.38 Define Criterion (Vendor Evaluation)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àVendor
Evaluation à Define Criterion
Transaction Code
SPRO
Configuration Description
Here we have defined the criteria by which the
system computes scores for vendors and specify
whether the scores for the subcriteria are computed
manually, semi-automatically, or automatically.
Select One of the criterion and drilldown to sub
criterion
6.39 Define Scope of List (Vendor Evaluation)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àVendor
Evaluation à Define Scope of List
Transaction Code
SPRO
Configuration Description
In this step we define various types of list, each
representing different main criteria or the same main
criteria in a different order.
In the standard system, the scope-of-list parameters
'standard' and 'version 1' are supplied as an example:
• The parameter Standard provides the user
with a ranking list of vendors by overall
score. The main criteria are arranged in the
order "Price", "Quality", "Delivery", "General
service/support” and "Externally performed
service/work".
• The parameter Version 1 yields a ranking list of
vendors sorted according to the score for the main
criterion "Price". Then follow the overall evaluation
and the main criteria "General service/support",
"Quality", "Delivery", and "Externally performed
service/work".
check the details of list inside
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SAP MM Configuration
6.40 Maintain Purchasing Organization data
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àVendor
Evaluation à Maintain Purchasing Organization
data
Transaction Code
SPRO
Configuration Description
Select a row and displays criterion for Purchasing
Organization
Sub criterions for main criterion
Weighing for a Purchasing Org.
We have provided Equal Weighting to the Criteria as
we have different weighing parameters for ITZ
Point scores for a Purchasing Org.
6.41 Define Permissible Partner Roles per Account
Group
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management à Purchasing
àPartner Determination à Partner Rolesà Define
Permissible Partner Roles per Account Group
Transaction Code
SPRO
Configuration Description
Here we can specify for each account group of
the vendor which roles the vendor may assume.
Example we can specify that certain vendors may
only serve as an ordering address, not as an invoicing
party.
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SAP MM Configuration
6.42 Define Partner Schemas (Vendor Master)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPartner
Determination à Partner settings in Vendor Master
recordsà Define Partner Schemas
Transaction Code
SPRO
Configuration Description
Partner schemas allow us to group various partner
roles. We can specify that certain roles in a schema
are mandatory, i.e. cannot be changed after entry.
For ITZ, Schema groups Z1 is defined
select a schema to detail the allowed partner
functions
6.43 Assign Partner Schemas to Account Groups
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPartner
Determination à Partner settings in Vendor Master
recordsà Assign Partner Schemas to account
groups
Transaction Code
SPRO
Configuration Description
Here we assign the already defined schema groups to
vendor account groups
6.44 Define Partner Schemas (Purchasing Documents)
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPartner
Determination à Partner settings in Purchasing
documentsà Define Partner Schemas
Transaction Code
SPRO
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SAP MM Configuration
Configuration Description
Partner schemas allow us to group various
purchasing documents for partner determination.
We can specify that certain roles in a schema are
mandatory, i.e. cannot be changed after entry.
For ITZ, Schema group Z001 is defined
Select a Schema to detail the partner function
allowed
6.45 Assign Partner Schemas to Document Types
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à Purchasing àPartner
Determination à Partner settings in Purchasing
documentsà Assign Partner Schemas to
document types
Transaction Code
SPRO
Configuration Description
In this step, we have assigned the partner schemas
to the various types of purchasing document.
As a result, only the roles of the schema in question
can be maintained in documents of the relevant
types.
7 Materials Management – External
Services Management
7.1 Define Service Category
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à External Services
Managementà Service Master à Define Service
Category
Transaction Code
SPRO
Configuration Description
In this step, we define the service category.
The service category is the most important criterion
for structuring
Service master records. It provides a default value for
the valuation
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SAP MM Configuration
1. Classes. Service master records can be assigned
to number ranges on the basis of the service
category.
7.2 Define Number Ranges
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à External Services
Managementà Service Master à Define Number
Ranges
Transaction Code
SPRO
Configuration Description
In this step, we define Number Ranges for each
service category.
7.3 Define Number Range for Service Entry Sheets
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à External Services
Managementà Service Master à Define Service
Category
Transaction Code
SPRO
Configuration Description
In this step, we define the service category.
The service category is the most important criterion
for structuring
Service master records. It provides a default value for
the valuation
1. Classes. Service master records can be assigned
to number ranges on the basis of the service
category.
7.4 Define Attributes of System messages
Menu path
1. Implementation Guide for R/3 Customizing (IMG)
® Materials Management à External Services
Managementà Service Master à Define Service
Category
Transaction Code
SPRO
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SAP MM Configuration
Configuration Description
In External Services Management, a number of
system messages containing important information
for users may be issued. Users can process this
information further.
In this step, we can define whether the SAP System
• Suppresses this information
• Issues it in the form of a warning
• Issues it in the form of an error message
For ITZ requirement, additional messages no. SE
346 / 347 / 361 is activated as Error along with other
additional Standard SAP Messages
8 Materials Management – Inventory
Mgmt. & Physical Inventory
8.1 Plant Parameters
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Plant
Parameters
Transaction Code
SPRO
In this step, we make the general plant
Configuration Description
settings for ‘Inventory Management’. All
settings are also contained in the individual
steps of the Implementation Guide for
Inventory Management.
• If we have created a plant in the enterprise
structure using the Copy plant function, we do not
need to make any settings.
• If we have created a plant manually, we have to
create a new entry for the plant parameters.
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SAP MM Configuration
8.2 Define Number Assignment for Accounting
Documents
Menu path
1. Implementation Guide
for R/3 Customizing
(IMG) ® Materials
Management
® Inventory
Management and
Physical Inventory ®
Number Assignment
® Define Number
Assignment
for Accounting
Documents
Transaction Code
OMBA
Configuration
Description
In this step, we set the
number ranges for the
accounting documents
which are created when
goods movements or
inventory differences are
posted.
For accounting-relevant
goods movements, the
system creates two
different documents:
• material document
• accounting document
Both the material
documents and the
accounting documents
have their own document
numbers. When inventory
differences are posted,
the system also creates
an accounting document
for the physical inventory
document.
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SAP MM Configuration
In this step, we
only maintain the
number assignment for
accounting documents.
Accounting documents
are split into document
types to allow
differentiated document
number assignment,
which is the basis for
distinguishing between
the various accounting
operations. A number
range is assigned to
each document type.
In a company code,
we have to define
number intervals for
each number range and
fiscal year. In inventory
management, the
transaction determines
which document type is
used.
Goods Issue Document
Type
TCodeTransaction
Type Description
text
MB05 1. Subseq.
WE Goods
Adjustmt: receipt
Act.Ingredient
Mat
MB11 GoodsWA
Movement
Goods
issue
MB1A GoodsWA Goods
Withdrawal issue
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SAP MM Configuration
MB1B Transfer
WA
Posting
Goods
issue
MB26 PickingWA
list
Goods
issue
MBSUPlace
in
Stor.for
Mat.Doc:
Init.Scrn
MIGO_GI
GoodsWA
Movement
Goods
issue
MIGO_TR
Transfer
WA
Posting
Goods
issue
Goods Receipt Document
Type
TCodeTransaction
Type Description
text
MB01 Post WE
Goods
Receipt
for
PO
Goods
receipt
MB04 1. Subsequ.Adj.of
WE Goods
"Mat.Provided"Consmp.
receipt
MB0A Post WE
Goods
Receipt
for
PO
Goods
receipt
MB1C Other WA
Goods
Receipts
Goods
issue
MB31 GoodsWE
Receipt
for
Goods
receipt
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46
SAP MM Configuration
Production
Order
MBNL Subsequent
Delivery
f.
Material
Doc.
MBRL Return
Delivery
for
Matl
Document
MBSF Release
WE
Blocked
Stock
via
Mat.
Doc.
Goods
receipt
MBSL Copy
Material
Document
MBST Cancel
Material
Document
MIGO_GO
GoodsWE
Movement
Goods
receipt
MIGO_GR
GoodsWE
Movement
Goods
receipt
1. Subseq.
MIGO_GS
WE Goods
Adjust. receipt
of
Material
Provided
Automatic Movements
Document Type
TCodeTransaction
Type Description
text
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SAP MM Configuration
BMBCBatch WA Goods
Information issue
Cockpit
BORGR
GR WE Goods
Automotive receipt
BORGR_B
GR WE Goods
Automotive: receipt
Posting
BORGR_C
GR WE Goods
Automotive: receipt
Clearing
CAT5 Data WA
Transfer
CATS
->
PS
Goods
issue
CAT9 Data WA
Transfer
CATS
->
PM/
CS
Goods
issue
CIP2 CC2: WA
Update
PDC
messages
Goods
issue
CIP3 CC3: WA
Update
PDC
messages
Goods
issue
CIP4 CC4: WA
Update
PDC
messages
Goods
issue
CIP5 CC5: WA
Update
PDC
messages
Goods
issue
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SAP MM Configuration
CIPV PostingWA
PDC
records
Goods
issue
Physical Inventory
Document Type
TCodeTransaction
Type Description
text
MI07 Process
WI
Inventory
List
document
of
Differences
MI08 CreateWI
Inventory
List
document
of
Differences
with
Doc.
MI10 CreateWI
Inventory
List
document
of
Differences
w/o
Doc.
8.3 Define Number Assignment for Material and Physical
Inventory Documents
Menu path
1. Implementation
Guide for R/3
Customizing
(IMG) ®
Materials
Management
® Inventory
Management
and Physical
Inventory
® Number
Assignment ®
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SAP MM Configuration
Define Number
Assignment
for Material
and Phys.Inv
Documents
Transaction Code
Configuration
Description
OMBT
In this step, we
maintain the number
assignment for
the following
documents:
• material
documents
• physical
inventory
documents
The number
assignment for
these documents is
not to be confused
with the number
assignment
for accounting
documents which
we completed in
the step Define
number assignment
for accounting
documents. The
number assignment
for accounting
documents depends
on the document
type which is
allocated to the
transaction.
The number
assignment
for material
documents and
physical inventory
documents depends
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SAP MM Configuration
on the transaction/
event type which
is also allocated to
each transaction
in Inventory
Management.
The transaction/
event types are
divided into groups
of number ranges.
A number range
interval has to be
defined for each
group.
No From
To Status
Ext
no. number
01 0100000000
0199999999
0
02 4900000000
4999999999
4900002419
03 5000000000
5999999999
5000000219
04 0200000000
0299999999
0
Note
We cannot change
the transaction/
event types.
However, we can
change the number
range intervals or
we can allocate
transaction/event
types to new
groups.
SPRO-> IMG> Materials
Management> Inventory
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SAP MM Configuration
Management
and Physical
Inventory-> Number
Assignment->
Define Number
Assignment for
Material and Phys.
Inv. Docs
Her you ned to
maintain the number
ranges for the group
attched to the key.
If you want to
maintain new
number range
intervals for an
existing group:
a) Choose Group > Maintain.
b) Select a group
and choose Interval
-> Maintain.
c) Choose Edit ->
Insert year.
d) Maintain the
number interval for
the new fiscal year.
8.4 Define Number Assignment for Reservations
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Number
Assignment ® Define Number Assignment for
Reservations
Transaction Code
OMJK
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SAP MM Configuration
Configuration Description
In this step, we set up number assignment for
reservations.
The number assignment applies to all plants in the
client.
Note
If we create reservations with method
CreateFromData1 (function module
BAPI_RESERVATION_CREATE1), we can use the
number range RB for an external number assignment.
8.5 Field Selection for Goods Movement/Initial Header
Screens
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Field
Selection for Goods Movement/Header
Screens
Transaction Code
OMJN
Configuration Description
In this step, we define the field selection for goods
movements initial and header screens.
Note that the field selection for the item screens
depends on the movement type and is configured in
separate steps.
In this step, we specify whether the fields are input,
mandatory, display or hidden.
8.6 Field Selection for MIGO
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Settings
for Enjoy Transactions ® Settings for Goods
Movements ® Field Selection for MIGO
Transaction Code
OMJX
Configuration Description
Here we can:
• Hide the header data completely or hide particular
fields that we do not require
• Hide pushbuttons that we do not require
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SAP MM Configuration
• Define the Delivery note and Bill of lading fields
as mandatory entries if we use evaluated receipt
settlement
• Show the GR/GI slip (GOHEAD-XABLN) field if we
use GR/GI slip numbers (only necessary in certain
countries)
• Show the Plant (GODYNPRO-PO_WERKS) field if
we require the ordering-plant name for purchaseorder-related goods movements as a selection
criterion in addition to the purchase order number
and item number
Hide the print indicator if we do not want to print out
GR/GI slips in Inventory Management
8.7 Field Selection per Movement Type
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Settings
for Enjoy Transactions ® Settings for Goods
Movements ® Field Selection per Mvt Type
Transaction Code
SPRO
Configuration Description
In this step, we maintain all the settings for field
selection by movement type. This step replaces
the activity Define Screen Layout for the Enjoy
transactions. The settings from Define Screen Layout
are adopted in these settings automatically so that we
do not need to maintain new entries here.
We can specify for each field whether it is an optional
entry or a mandatory entry. In the table, we see all
fields that are visible. We can access the setting Field
Invisible by deleting the appropriate entry from the
table.
There is no distinction between different special stock
indicators in these entries. Special stock fields are
always suppressed automatically.
8.8 Settings for Transactions and Reference Documents
Menu path
1. Implementation
Guide for R/3
Customizing
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54
SAP MM Configuration
(IMG) ®
Materials
Management
® Inventory
Management
and Physical
Inventory
® Settings
for Enjoy
Transactions
® Settings
for Goods
Movements
® Settings
for
Transactions
and
Reference
Documents
Transaction
Code
Configuration
Description
SPRO
We can limit
the number
of selectable
transactions
(goods receipt,
goods issue,
and so on)
and reference
documents
(material
document,
delivery note),
and we can
specify the
movement type
that the system
is to propose for
every reference
document.
If we need
only certain
transactions
(for example,
goods receipts
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SAP MM Configuration
or goods
issues), we can
choose from the
following preset
transactions:
MIGO - Used to
enter all goods
receipts.
MIGO_GR Used to enter
goods receipts
from external
procurement.
MIGO_GO Used to enter
goods receipts
for production
orders.
MIGO_GI Used to enter
goods issues.
We can always
display material
documents.
Transaction
MIGO; Actions
Mentioned in the
table
Action
Active
Action
Active
A01 A08
A02 A09
X
A03
X A10
A04
X A11
A05
A06
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SAP MM Configuration
A07
X
Reference
Document
Types (For
details go to the
path mentioned)
1. Active
Ref.
1. Active
Ref.
MvT
MvT
R01
X 101R02
X
R04
X 101R03
X
R05 101R01
X 351
R06 101R08
X 261
R07 101R09
X 201
R08
X 101R10
X 201
R09 501R09
X
R10
X 511R10
X 301
R02
X
R10
X 303
R03
X
R02
X
R02
X
R10
X 305
R02
X
R01
X
R02
X
8.9 Create Storage Location Automatically
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods
Issue/Transfer Postings® Create Storage
Location Automatically
Transaction Code
OMB2
Configuration Description
In this step, we specify whether the automatic
creation of storage location data is allowed for goods
issues and transfer postings.
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SAP MM Configuration
This is advisable if we work with negative stocks
and a material's first movement may be an outward
movement.
Note that the reversal movement for a goods issue,
for example, movement type 202 or 262, is not
considered as an issue but as a receipt. If we only
use the automatic creation of storage location data
for reversals of goods issues, we do not have to allow
negative stocks.
We have to allow automatic creation per plant first
of all. We then have to explicitly allow the creation of
storage location data for each movement type.
The storage location data is only created if the
quantity is posted to 'standard' storage location stock.
It is not created for receipts into a special stock
(for example, into sales order stock).We are using
standard movement types for automatic Storage
Location Creation
8.10
Set Manual Account Assignment
Menu path
1. Implementation Guide
for R/3 Customizing
(IMG) ® Materials
Management
® Inventory
Management and
Physical Inventory
® Goods Issue/
Transfer Postings®
Set Manual Account
Assignment
Transaction Code
OMB6
Configuration
Description
In the R/3 System,
account assignment
is predefined via the
automatic account
determination facility.
When we enter material
movements that are
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SAP MM Configuration
assigned to a cost
account, we can enter
the account number
manually. In doing so,
we change the account
assignment predefined
as offsetting entry for
inventory posting.
MvT Acct MvT Acct
8.11
201
309
-
202
310
-
292
311
-
301
-
312
-
302
-
313
-
303
-
314
-
304
-
317
-
Define Screen Layout
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods
Issue/Transfer Postings® Define Screen Layout
Transaction Code
OMBW
Configuration Description
In this step, we set the field selection for the
movement types including goods issues and transfer
postings.
When creating a goods movement, the field selection
determines which fields
• can be filled ( optional entry)
• must be filled (required entry)
• are suppressed fields
In Inventory Management, the field selection depends
on the movement type.
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SAP MM Configuration
The field selection defined for a movement type is
valid for entering goods movements and reservations.
Note
We do not maintain the input features of the G/L
account and Reason fields here, but in the following
steps:
• Manual account assignment (for the G/L account
field)
• Reason (for the Reason field)
Caution
The field selection for the movement type must
correspond with the following field selections:
• field status definition of the G/L account to which
postings are made (through the field status group)
• field selection of the posting key
We must take care that a mandatory entry in the G/L
account is also defined as a mandatory entry for the
movement type.
8.12
Maintain Copy Rules for Reference Documents
Menu path
1. Implementation Guide for R/3
Customizing (IMG) ® Materials
Management ® Inventory
Management and Physical
Inventory ® Goods Issue/
Transfer Postings® Maintain
Copy Rules for Reference
Documents
Transaction Code
SPRO
Configuration Description
In this step, we configure whether
the items of the reference
document are proposed as
selected on the item selection list
when entering a document with
reference, or not.
The user can delete the check
marks manually on the item
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SAP MM Configuration
selection list if she/he does not
want to adopt some items.
8.13
Menu path
TCode
TransactionPrsl
text
MB11
Goods
X
Movement
MB1A
Goods
X
Withdrawal
MB1B
Transfer
Posting
X
Set up Dynamic Availability Check
1. Implementation
Guide
for R/3
Customizing
(IMG) ®
Materials
Management
®
Inventory
Management
and
Physical
Inventory
® Goods
Issue/
Transfer
Postings
® Set
up
Dynamic
Availability
Check
Transaction OMCP
Code
In this
Configurationstep, we
Description configure
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61
SAP MM Configuration
the dynamic
availability
check.
In Inventory
Management,
two types of
availability
check are
carried out.
• availability
check
during
the
entry of
reservations
• availability
check
during
the entry
of goods
movements
The system
checks
whether
the material
to be
withdrawn
is available
and
issues a
message, if
necessary.
The
availability
check is
only carried
out if:
• the
material
master
record
contains
a
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SAP MM Configuration
checking
group
for the
availability
check
(MRP
data)
• a
checking
rule is
assigned
to the
transaction
in
Customizing
We can
define
• for each
movement
type
which
type of
message
is issued
(object
Movement
type)
• which
checking
rules are
supported
(object
Checking
rule)
• per
checking
group
and
checking
rule:
which
objects
(documents,
stocks,
material
requirements)
are
included
in the
availability
check
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63
SAP MM Configuration
(object
Define
checking
rule)
• per
transaction
of
Inventory
Management:
which
checking
rule
applies
(object
Transaction
codes)
1.Qty
Val.Rec
MvT
SMvt
Cns
Av
update
update
201 P
201X
A
201XK
A
201XP
201
X
201
XX
A
201
XXK
A
201
XXP
202 P
202XP
202
X
202
XX
202
XXK
202
XXP
221 Q
A
221 Q
PA
221 QL
A
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SAP MM Configuration
221 QL PA
221X
A
221XK
A
221XQ
A
221XQ
PA
This is an
indicative
table.
Checking
Rule
ChR
Description
of
checking
rule
01Checking
rule
01
02Checking
rule
02
03Checking
rule
03
ASD
order
AE
SD
order;
maketoorder
stock
AQ
SD
order;
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SAP MM Configuration
project
stock
AV
SD
order;
returnable
packaging
AW
SD
order;
consignment
BSD
delivery
BB
SD
delivery;
customer
stock
BE
SD
delivery;
maketoorder
stock
BO
Backorder
processing
BQ
SD
delivery;
project
stock
BV
SD
delivery;
returnable
packaging
BW
SD
delivery;
consignment
Define
Checking
Rule
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66
SAP MM Configuration
Transaction
Codes
TCode
Transaction
ChR
Checking
textrule
CO27
Picking
list
MB11
Goods
Movement
MB1A
Goods
03Checking
Withdrawal
rule
03
MB1B
Transfer
Posting
MB26
Picking
list
MIGO_GI
Goods
Movement
MIGO_TR
Transfer
Posting
8.14
Generate Physical Inventory Documents for
Goods Movements
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods
Issue/Transfer Postings ®Generate Physical
Inventory Documents for Goods Movements
Transaction Code
OMCC
Configuration Description
In this step, we define for each plant and movement
type whether a physical inventory document is
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SAP MM Configuration
automatically generated when posting a goods
movement.
We can create a physical inventory document in
addition to the material document at the time of a
goods movement. This function is important when
inventory differences are posted from the Warehouse
Management System. These inventory differences
are thereby documented in Inventory Management
with a physical inventory document.
In order to create an inventory document in addition
to a material document for a goods movement, the
following conditions must be met:
In the plant, we must define the transaction/event
type WV for automatically generated physical
inventory documents.
We must define the document number assignment for
this transaction/event type.
Automatic generation of physical inventory
documents must be allowed for the movement type.
MvT
Idoc
717
X
718
X
The above list is indicative
8.15
Check Tolerance Limits
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods
Receipt ® Set Tolerance Limits
Transaction Code
OMC0
Configuration Description
In this step, we set the tolerance limits for goods
receipts.
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SAP MM Configuration
When processing a goods receipt, the system checks
each item to determine whether the goods receipt
varies from the purchase order or the material master
data.
The different types of variances are defined by
tolerance keys. For each tolerance key, tolerance
limits can be set per company code.
The following variances are checked in Inventory
Management:
• Variance in the purchase order price quantity
(Explanation)
For this variance, two tolerance keys are provided:
• • Tolerance key B1 (error message)
• We use tolerance key B1 to define the
maximum percentage variance. If the variance
is greater than the maximum variance, the
system creates an error message. The user
cannot post the goods receipt.
• Tolerance key B2 (warning message)
• Tolerance key B2 defines the percentage
variance from which a warning message is
to be issued. It is possible to post the goods
receipt.
• Variance for the moving average price of the
material
(Explanation)
We use tolerance key VP to define the percentage
variance from which a warning message is issued.
This warning message indicates a price change.
8.16
Create Storage Locations Automatically
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ®
Goods Receipt ® Create Storage Locations
Automatically
Transaction Code
OMB3
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SAP MM Configuration
Configuration Description
In this step, we specify whether the automatic
creation of storage location data is allowed for goods
receipts.
This is advisable if we want to post a goods receipt
without having to maintain the storage location view
of the material master record in advance.
We have to allow automatic creation per plant first
of all. We then have to explicitly allow the creation of
storage location data for each movement type.
The storage location data is only created if the
quantity is posted to 'standard' storage location stock.
It is not created for receipts into a special stock (for
example, into sales order stock).
8.17
Set Manual Account Assignment
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods
Receipt ® Set Manual Account Assignment
Transaction Code
OMCH
Configuration Description
In the R/3 System, account assignment is predefined
via the automatic account determination facility.
When we enter goods receipts which are assigned to
a cost account, we can enter the account manually.
In doing so, we change the account assignment
predefined as offsetting entry for inventory posting.
8.18
Define Screen Layout
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods
Receipt ® Define Screen Layout
Transaction Code
OMCJ
In this step, we set the field selection for the goods
receipt movement types.
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SAP MM Configuration
Configuration Description
When entering a goods receipt, the field selection
controls which fields (account assignment fields) are
• ready for input ( optional entry fields)
• have to be filled (required entry fields)
• suppressed fields
In Inventory Management, the field selection depends
on the movement type.
8.19
Maintain Copy Rules for Reference Documents
Menu path
1. Implementation Guide for R/3
Customizing (IMG) ® Materials
Management ® Inventory
Management and Physical
Inventory ® Goods Receipt
® Maintain Copy Rules for
Reference Documents
Transaction Code
SPRO
Configuration Description
In this step, we configure whether
the items of the reference
document are proposed as
selected on the item selection list
when entering a document with
reference, or not.
The user can delete the check
marks manually on the item
selection list if she/he does not
want to adopt some items.
TCode
TransactionPrsl
text
MB01
Post
Goods
Receipt
for PO
X
MB0A
Post
Goods
X
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SAP MM Configuration
Receipt
for PO
8.20
Menu path
MB1C
Other
Goods
Receipts
X
MB31
Goods
X
Receipt
for
Production
Order
MBRL
Return
X
Delivery
for Matl
Document
MBSF
Release
X
Blocked
Stock via
Mat. Doc.
MBSL
Copy
X
Material
Document
MBST
Cancel
X
Material
Document
Set Dynamic Availability Check
1. Implementation
Guide
for R/3
Customizing
(IMG) ®
Materials
Management
®
Inventory
Management
and
Physical
Inventory
® Goods
Receipt
® Set
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SAP MM Configuration
Dynamic
Availability
Check
Transaction OMCM
Code
In this
Configurationstep, we
Description configure
the dynamic
availability
check.
In Inventory
Management,
two types of
availability
check are
carried out.
• availability
check
during
the
entry of
reservations
• availability
check
during
the entry
of goods
movements
The system
checks
whether
the material
to be
withdrawn
is available
and
issues a
message, if
necessary.
Movement
Type
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SAP MM Configuration
1.Qty
Val.update
MvT
SMvt
Rec
Cns
Av
update
101XQB V
101XQBX
101XQBXP
101XQF
101XQF P
101
X
B
101
X
B A
101
X
B V
101
X
BX
101
X
BXA
101
X
BXV
101
XX B
101
XX B A
Checking
Rule
ChR
Description
of
checking
rule
01Checking
rule
01
02Checking
rule
02
03Checking
rule
03
ASD
order
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SAP MM Configuration
AE
SD
order;
maketoorder
stock
AQ
SD
order;
project
stock
AV
SD
order;
returnable
packaging
AW
SD
order;
consignment
BSD
delivery
BB
SD
delivery;
customer
stock
BE
SD
delivery;
maketoorder
stock
BO
Backorder
processing
BQ
SD
delivery;
project
stock
BV
SD
delivery;
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SAP MM Configuration
returnable
packaging
BW
SD
delivery;
consignment
Transaction
Code
TCode
Transaction
ChR
Checking
textrule
MB01
Post
Goods
Receipt
for
PO
MB0A
Post
Goods
Receipt
for
PO
MB1C
Other
03Checking
Goods
rule
Receipts
03
MB31
Goods
03Checking
Receipt
rule
for 03
Production
Order
MBNL
Subsequent
03Checking
Delivery
rule
f. 03
Material
Doc.
MBRL
Return
Delivery
for
Matl
Document
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SAP MM Configuration
MBSF
Release
Blocked
Stock
via
Mat.
Doc.
MBSL
Copy
03Checking
Material
rule
Document
03
MBST
Cancel
Material
Document
MIGO_GO
Goods
Movement
MIGO_GR
Goods
Movement
8.21
Set “Delivery Completed” Indicator
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods
Receipt ® Set “Delivery Completed”
Indicator
Transaction Code
SPRO
Configuration Description
In this step, we can define that the R/3 System
automatically suggests
• the delivery completed indicator for goods receipts
if the delivered quantity lies within the under/overdelivery tolerance
The "delivery completed" indicator has the following
effects:
• The item is regarded as closed, even if the total
quantity was not delivered.
• A further delivery is not expected, may, however,
arrive.
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SAP MM Configuration
• In the next goods receipt, the item appears on the
selection list but has no selection indicator.
• The item can be reorganized even if the total
quantity has not been delivered.
Note
Even if the "delivery completed" indicator has not
been set, an item is considered closed once the total
quantity has been delivered. This means that the
"delivery completed" indicator is not necessary in this
case.
8.22
Set Expiration Date Check
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Goods
Receipt ® Set Expiration Date Check
Transaction Code
OMJ5
Configuration Description
In this step, we set the material shelf life expiration
date check for goods receipts for each plant and
movement type.
Prerequisites
The shelf life expiration date of a material can only be
entered if:
• the minimum remaining shelf life is maintained in
the material master record
• The minimum remaining shelf life is the time
the material must still be usable, so that the
goods receipt is accepted by the system.
We can define the time unit the system uses
in the storage data of the material master
record in the ‘Period indicator’ field.
• the shelf life expiration date check is active in the
plant
• the shelf life expiration date check is active for the
movement type
No expiration date check has been activated for ITZ.
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8.23
Create Storage Location automatically for
automatic movements
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Automatic
Movements ® Create Storage Locations
automatically
Transaction Code
OMJ8
Configuration Description
In this step, we specify whether the automatic
creation of storage location data is allowed for
automatic goods movements.
This is advisable for goods movements via Shipping
or when we post physical inventory differences, for
example.
We have to allow automatic creation per plant first
of all. We then have to explicitly allow the creation of
storage location data for each movement type.
The storage location data is only created if the
quantity is posted to 'standard' storage location stock.
It is not created for receipts into a special stock (for
example, into sales order stock).
8.24
Set manual account assignment for automatic
movements
Menu path
1. Implementation Guide
for R/3 Customizing
(IMG) ® Materials
Management
® Inventory
Management and
Physical Inventory ®
Automatic Movements
® Set manual
account assignment
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SAP MM Configuration
for automatic
movements
Transaction Code
Configuration
Description
OMJ9
Maintenance of this
indicator is only useful
in conjunction with
movements for which
a G/L account can be
entered or is provided by
the calling program.
In the R/3 System,
account assignment
is predefined via the
automatic account
determination facility.
When we enter material
movements that are
assigned to a cost
account, we can enter
the account number
manually. In doing so,
we change the account
assignment predefined
as offsetting entry for
inventory posting.
MvT Acct MvT Acct
121
601
131
602
132
603
-
340
-
604
-
341
-
621
-
342
-
622
-
543
-
623
-
544
-
624
-
545
-
631
-
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SAP MM Configuration
546
8.25
-
632
-
Define Screen Layout for automatic movements
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Automatic
Movements ® Define Screen Layout
Transaction Code
OMJA
Configuration Description
In this step, we set the screen Layout for automatic
movement types.
8.26
Generate Physical Inventory Documents for
Goods Movements
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Automatic
Movements ® Generate Physical Inventory
Documents for Goods Movements
Transaction Code
OMJC
Configuration Description
In this step, we define for each plant and movement
type whether a physical inventory document is
created automatically when a goods movement is
posted.
In conjunction with automatic movements, please
also note that this indicator is not set for goods
movements which are created from within a physical
inventory since, in this case, the physical inventory
document already exists. This applies to movement
types 701 to 708.
8.27
Define Default Values for Reservations
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ®
Reservations ® Define Default Values
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SAP MM Configuration
Transaction Code
Configuration Description
OMBN
In this step, we specify the default values for the
following functions for each plant:
• allow goods movements for reservations
• delete reservations
• create storage-location stock data automatically
for reservations
Allow movements for reservations
We can only post a goods movement with reference
to a reservation if the Movement allowed indicator is
set in the reservation item.
We are not using Reservations for ITZ.
Delete reservations
The management program sets the deletion indicator
for reservation items whose requirements date is
earlier than the number of days specified here.
Create storage-location stock data automatically for
reservations
When this indicator is set, the storage-location stock
data is automatically created when a reservation
is posted. This applies both to planned outward
movements and planned receipts.
8.28
Maintain Copy Rules for Reference Documents
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ®
Reservations ® Define Default Values
Transaction Code
SPRO
Configuration Description
In this step, we configure whether the items of the
reference document are proposed as selected on
the item selection list when entering a document with
reference, or not.
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SAP MM Configuration
The user can delete the check marks manually on the
item selection list if she/he does not want to adopt
some items
8.29
Set Dynamic Availability Check for Reservations
Menu path
1. Implementation Guide
for R/3 Customizing
(IMG) ® Materials
Management
® Inventory
Management and
Physical Inventory ®
Reservations ® Set
Dynamic Availability
Check
Transaction Code
OMB1
Configuration
Description
In this step, we configure
the dynamic availability
check.
In Inventory
Management, two types
of availability check are
carried out.
• availability check
during the entry of
reservations
• availability check
during the entry of
goods movements
The system checks
whether the material to
be withdrawn is available
and issues a message, if
necessary.
TCodeTransaction
ChR Checking
text
rule
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SAP MM Configuration
MB21 Create03
Checking
Reservation rule
03
MB22 Change
03
Checking
Reservation rule
03
8.30
Default Values for Physical Inventory
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Physical
Inventory ® Default Values for Physical
Inventory
Transaction Code
SPRO
Configuration Description
In this step, we specify the following default values for
physical inventory for each plant:
Pre-settings for entering physical inventory
documents
• the stock type (unrestricted-use, in quality
inspection, blocked)
• the indicator for batch determination (in the
foreground or in the background)
• the unit of entry (stock keeping unit or unit of
issue)
These indicators are suggested as default values
when we enter a physical inventory document. But we
can also change them there.
Pre-settings for entering physical inventory
documents
• Reason for inventory difference
• The default value we specify here is only
displayed when we enter an inventory difference
without reference to the corresponding document.
But we can also change the default value here.
Note:
We only see this field when we enter inventory
differences if we have activated it in the step Field
selection for physical inventory.
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SAP MM Configuration
8.31
Record Reasons for Goods Movements
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Movement
Types ® Record Reasons for Goods
Movements
Transaction Code
OMBS
Configuration Description
In this step, we can carry out the following for each
movement type:
• maintain the input status of the Reason field
• store a key that gives a reason for the movement
(for example, reason for return delivery) and a
corresponding text.
When we enter a goods movement, we can only enter
reasons which have been defined for the movement
type here.
8.32
Copy, Change Movement Types
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Inventory
Management and Physical Inventory ® Movement
Types ® Copy, Change Movement Types
Transaction Code
OMJJ
Configuration Description
In this step, we can
• change the setting of existing movement types
• define new movement types
When we enter a goods movement, we must always
enter the movement type. The movement type has
important control functions in Inventory Management.
It is essential for
• updating the quantity fields
• updating the stock and consumption accounts
• selection of the fields used for entering documents
• printing goods receipt/issue slips
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SAP MM Configuration
9 Materials Management – Valuation
and Account Assignment
9.1 Split Valuation
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Valuation and
Account Assignment ® Split Valuation ® Activate
Split Valuation
Transaction Code
OMW0
Configuration Description
You configure whether split valuation is allowed at
your company. If you generally allow split valuation,
this does not mean that you must valuate each
material on this basis. You decide whether to do so or
not for a particular material when creating the material
master record.
9.2 Configure Split Valuation
Menu path
1. Implementation Guide for R/3 Customizing
(IMG) ® Materials Management ® Valuation
and Account Assignment ® Split Valuation ®
Configure Split Valuation
Transaction Code
OMWC
Configuration Description
In split valuation, we can distinguish between partial
stocks of a material according to certain criteria and
valuate them separately.
• The material stock is divided according to
valuation category and valuation type:
• The valuation category determines how the partial
stocks are divided, that is, according to which
criteria.
• The valuation type describes the characteristics of
the individual stocks.
• With the function "Setting" we can determine:
• which valuation categories exist in our
company (global categories)
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• which valuation types exist in our company
(global types)
• which valuation types belong to which valuation
category
• which valuation categories exist in a valuation
area (local categories)
To select split valuation, proceed as follows:
1. 1. Determine the valuation categories and
valuation types that are allowed for all valuation
areas:
• • Global valuation categories via menu "Goto -->
Global Categories"
• Global valuation types via menu "Goto -->
Global Types"
1. 2. Allocate the valuation types to the valuation
categories.
a) Select "Goto --> Global Categories".
b) Position the cursor on a valuation category and
select "Goto --> Global Categories --> Allocations -->
Types->Category".
c) Activate the valuation types you want.
1. 3. Determine the local valuation categories for
each valuation area.
a) Select "Goto --> Local definitions".
b) Position the cursor on a valuation area and select
"Goto --> Local Definitions --> Allocate Categories>Org.units". You obtain a list of the global valuation
categories.
c) Activate the categories to be used in this valuation
area.
The system creates the local valuation types based
on the allocations under point 2.
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