EHP5 for SAP ERP 6.0 June 2011 English (Delta) Materials Management (810) Building Block Configuration Guide SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices (Delta) Materials Management (810): Configuration Guide Copyright © 2011 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. © SAP AG Page 2 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide Icons Icon Meaning Caution Example Note or Tip Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP AG Page 3 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide Contents 1 Purpose .................................................................................................................................... 5 2 Preparation ............................................................................................................................... 5 2.1 2.1.1 3 4 Prerequisites .................................................................................................................. 5 Building Blocks........................................................................................................... 5 Configuration ............................................................................................................................ 5 3.1 Define Product Hierarchy ............................................................................................... 5 3.2 Create Purchasing Groups............................................................................................. 6 3.3 Define Additional Material Types ................................................................................... 6 3.4 Define Attributes of Material Types - Quantity/Value Updating ..................................... 9 3.5 Define Transportation Groups ...................................................................................... 10 3.6 General Setting for Print Indicator ................................................................................ 11 3.7 Maintain Storage Location for Storage Management .................................................. 11 3.8 Define Valuation Classes ............................................................................................. 12 3.9 Define Storage Conditions ........................................................................................... 13 Master Data ............................................................................................................................ 14 4.1 © SAP AG Create Material Master, All Views ................................................................................ 14 Page 4 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide (Delta) Materials Management: Configuration Guide 1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually. 2 Preparation 2.1 Prerequisites 2.1.1 Building Blocks Before you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for Chemicals, located on the DVD under Technical Information Content Library. 3 Configuration 3.1 Define Product Hierarchy Use The purpose of this activity is to create one or several product hierarchy.. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Logistics – General Material Master Settings for Key Fields Data Relevant to Sales and Distribution Define Product Hierarchies Transaction Code V/76 2. Choose Maintenance: Prod Hierarchy and choose Choose (F2). 3. On the Change View “Materials: Product Hierarchies”: Overview screen choose New Entries and make the following entries: Product Hierarchy Level-No. Description 00001Q0001 2 Chemicals: Granulates 00001Q000100001 3 Chemicals: Granulates, colorless 00001Q000100002 3 Chemicals: Granulates, blue 00001Q0002 2 Chemicals: Paints © SAP AG Page 5 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide 00001Q000200001 3 Chemicals: Paints, blue 00001Q000200001 3 Chemicals: Paints, green 00001Q000300001 3 Chemicals: Paints, red 00001Q000400001 3 Chemicals: Paints, white 00001Q0003 2 Chemicals: Catalysts (used) 3. Save your settings. Result The product hierarchy has been maintained. 3.2 Create Purchasing Groups Use The purpose of this activity is to define purchasing groups. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Materials Management Purchasing Create Purchasing Groups Transaction Code SPRO 2. Choose New Entries and make the following entries: Field name Description User action and values Purchasing Group YQ1 Description p. group Raw materials Tel. no. purch. group 06227/471102 Purchasing Group YQ2 Description p. group Packaging material Tel. no. purch. group 06227/471102 Comment 3. Save your settings. Result The purchasing groups have been defined. 3.3 Define Additional Material Types Use The purpose of this activity is to define the material types. © SAP AG Page 6 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide Procedure 1. Access the activity using one of the following navigation options: IMG Menu Logistics – General Material Master Basic Settings Material Types Define Attributes of Material Types Transaction Code OMS2 2. On the Change View “Material types”: Overview screen, select the standard material type HALB and choose Copy As (F6). 3. Make the following entries: Field name Description User action and values Material type YQBM Description Bulk material Ref. Material type HALB Sref: material type ROH Comment 4. Save your entries. 5. Repeat steps 2 to 4 with the following values: Material Type ROH, material type YQBP: Field name Description User action and values Material type YQBP Description By-Products (BP_CH) Ref. Material type ROH Sref: material type ROH Comment Material Type ROH, material type YQNM: Field name Description User action and values Material type YQNM Description Nonvaluated mat. (BP_CH) Ref. Material type ROH Sref: material type ROH Comment Material type ROH, material type YQFP: Field name Description User action and values Material type YQFP Description EN: Finished products Field reference FERT Sref: material type ROH Notes Material type ROH, material type YQCP: © SAP AG Page 7 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide Field name Description User action and values Material type YQCP Description Co-Products Ref. Material type ROH Sref: material type ROH Comment Material type FERT, material type YQSM: Field name Description User action and values Material type YQSM Description Sample Materials (BP_CH) Ref. Material type FERT Sref: material type ROH Comment Material type ROH, material type YQAI: Field name Description User action and values Material type YQAI Description Active Ingredients Ref. Material type ROH Sref: material type ROH Comment Material type ROH, material type YQPM: Field name Description User action and values Material type YQPM Description Pipeline mat. Ref. Material type ROH Sref: material type ROH Status description Choose Quality Management Comment Material type HALB, material type YQRM: Field name Description User action and values Material type YQRM Description Raw materials Ref. Material type ROH Sref: material type ROH External purchase orders 2 Internal purchase orders 2 Comment Material type HALB, material type YQST: Field name Material type © SAP AG Description User action and values Notes YQST Page 8 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide Field name Description User action and values Notes Description EN: Storage tank materials Field reference ROH Sref: material type ROH External purchase orders 2 Internal purchase orders 2 Result The material type YQBM, YQBP, YQNM, YQCP, YQSM, YQPM, YQRM ,YQFP, YQST and YQAI have been created. 3.4 Define Attributes of Material Types - Quantity/Value Updating Use The purpose of this activity is to define attributes of material types’ quantity/value updating. Procedure 1. Access the activity using one of the following navigation options: Transaction code OMS2 IMG menu Logistics – General Material Master Basic Settings Material Types Define Attributes of Material Types 2. On the Change View Material types: Overview screen, select the material type YQAI and double-click Quantity/value updating, and make the following entries: Val. Area Matl type Qty updating Value updating 1000 YQAI X X 1000 YQBM X X 1000 YQBP X X 1000 YQCP X X 1000 YQFP X X 1000 YQNM X 1000 YQPM 1000 YQRM © SAP AG Pipe. mand. X X X Page 9 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide Val. Area Matl type Qty updating Value updating 1000 YQSM X X 1000 YQST X X 1100 YQAI X X 1100 YQBM X X 1100 YQBP X X 1100 YQCP X X 1100 YQFP X X 1100 YQNM 1100 YQPM 1100 YQRM X X 1100 YQSM X X 1100 YQST X X Pipe. mand. X 3. Save your settings. Result The attributes of material types’ quantity/value updating have been defined. 3.5 Define Transportation Groups Use The purpose of this activity is to define transportation groups. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Logistics Execution Transportation Basic Transportation Functions Routes Route Determination Define Transportation Groups Transaction Code SPRO 2. On the Change View “Delivery Scheduling: Transport Groups”: Overview screen, choose New Entries (F5) and make the following entries: Field name Description User action and values Transp. grp YQ01 Description packed goods © SAP AG Comment Page 10 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide Field name Description User action and values Transp. grp YQTT Description Tank Trailer Comment 3. Save your settings and go back. Result The transportation groups have been defined. 3.6 General Setting for Print Indicator Use The purpose of this activity is to assign the version print indicator 3 (collective slip) to the goods movement MIGO_GI. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Materials Management Inventory Management and Physical Inventory Print Control General Settings Transaction Code OMBR 2. On the General Printer Setting screen, choose Print Version. 3. On the Change View “Version Print Indicator”: Overview screen, select the transaction MIGO_GI and make the following entries: Field name Description Tcode P Printing User action and values Comment MIGO_GI select the line 3 4. Save your settings. Result The version print indicator 3 is assigned to MIGO_GI. 3.7 Maintain Storage Location for Storage Management Procedure 1. Access the activity using one of the following navigation options: IMG Menu Enterprise Structure Definition Materials Management Maintain storage location Transaction Code SPRO © SAP AG Page 11 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide 2. On the Determine Work Area: Entry dialog box maintain 1000 and choose Enter. 3. On the Change View “Storage locations”: Overview screen, choose New Entries and make the following entries: Plant SLoc Description 1000 10Q1 Std. warehouse 1000 10Q2 Raw materials 1000 10Q3 Storage Tank 1000 10Q4 Production whse. 1000 10Q5 Finished goods 1000 10Q6 Pipeline mat 1000 10Q7 Shop Floor (WIPB 1100 11Q4 CH: Production whse. 1100 11Q5 CH: Finished goods 4. Save your entries. 3.8 Define Valuation Classes Use In this step, you define which valuation classes are allowed for a material type. If a user creates a material, he must enter the material's valuation class in the accounting data. The ERP system uses your default settings to check whether the valuation class is allowed for the material type. Procedure 1. Access the activity using one of the following navigation options: IMG Menu Materials Management Valuation and Account Assignment Account Determination Account Determination without Wizard Define Valuation Classes Transaction Code OMSK 2. On the Account Category Reference/Valuation Classes screen, choose the Valuation Class button. 3. On the Change View "Valuation Classes": Overview screen, choose the New Entries button. 4. Make the following entries: Valuation Class Account Category Reference Description YQ35 0008 Semifinished (Sub con) YQ40 0004 Packaging & emp (Sub con) YQ06 0006 Services (Freight cost) YQ50 © SAP AG External material Page 12 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide 5. Save your entries. 3.9 Define Storage Conditions Use The purpose of this activity is to define the storage conditions for your materials. . Procedure 1. Access the activity using one of the following navigation options: Transaction code SPRO IMG menu Logistics - General Material Master Settings for Key Fields Define Storage Conditions 2. On the Change View Storage Conditions: Overview screen, choose New Entries and make the following entries: SC Description Y9 CH Storage condition YQ CH Storage condition Result The storage conditions were defined. © SAP AG Page 13 of 14 SAP Best Practices (Delta) Materials Management (810): Configuration Guide 4 Master Data The following activities describe the master data required for this Building Block. The steps do not describe the transactions in detail but list the relevant transaction and the corresponding master data file. For more details on using the individual transactions refer to the Online Help in the system. 4.1 Create Material Master, All Views Use The purpose of this activity is to create relevant material master data. The material master contains information on all the materials that a company procures or produces, stores, and sells. It is the company's central source for retrieving material-specific data. This information is stored in individual material master records. Prerequisites The creation of the material master data is dependent from customizing settings. Make sure that the configuration from building block Q10 is all activated. Procedure 1. Access the activity using one of the following navigation options: SAP Menu Logistics Materials Management Material Master Material Create (General) Immediately Transaction Code MM01 2. Refer to the following file for details of the master data required: SMB99_MM01_ALL_VIEWS_O016_J01_810.TXT Result All material master data relevant for SAP Best Practices for Chemicals are created in the system. Keep in mind that the classification view is additionally created within building block Q02. © SAP AG Page 14 of 14