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Shared Support Services Southeastern
Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
June 03, 2009
Shared Support Services Southeastern Ontario
Address: 3SO Corporate Office
1471 John Counter Blvd, 4th Floor
Kingston ON K7M 5M3
www.3so.ca
Contact:
Phone:
Fax:
Email:
(613) 544-8200 ext
(613) 544-8200
Date:
Day, Month Year
Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
Page i
TABLE OF CONTENTS
1. Overview ...................................................................................................................................... 1
1.1. Trigger ................................................................................................................................ 1
2. Procedural Steps – Create Stock Material Master ....................................................................... 3
2.1. Access transaction by ......................................................................................................... 3
2.2. On screen “Create Material (Initial Screen)”, enter information in the fields as
specified in the table below: ............................................................................................ 3
2.3. On screen “Select View(s)”, enter information in the fields as specified in the
table below: ..................................................................................................................... 4
2.4. On screen “Organizational Levels”, enter information in the fields as specified in
the table below: ................................................................................................................ 5
2.5. On screen “Create Material ##### (Stock Material): Basic Data 1”, enter
information in the fields as specified in the table below: ................................................ 5
2.6. On screen “Create Material ##### (Stock Material): Purchasing”, enter
information in the fields as specified in the table below: ................................................ 8
2.7. On screen “Create Material ##### (Stock Material): MRP 1”, enter information
in the fields as specified in the table below: .................................................................. 10
2.8. On screen “Create Material ##### (Stock Material): MRP 2”, enter information
in the fields as specified in the table below: .................................................................. 12
2.9. On screen “Create Material ##### (Stock Material): MRP 3”, enter information
in the fields as specified in the table below: .................................................................. 14
2.10. On screen “Create Material ##### (Stock Material): MRP 4”, enter information
in the fields as specified in the table below: .................................................................. 15
2.11. On screen “Create Material ##### (Stock Material): Plant data / stor. 1”, enter
information in the fields as specified in the table below: .............................................. 16
2.12. On screen “Create Material ##### (Stock Material): Plant data / stor. 2”, enter
information in the fields as specified in the table below: .............................................. 17
2.13. On screen “Create Material ##### (Stock Material): Accounting 1”, enter
information in the fields as specified in the table below: .............................................. 18
2.14. On screen “Units of measure”, enter information in the fields as specified in the
table below: ................................................................................................................... 19
3. Procedural Steps – Extend Stock Material Master..................................................................... 20
3.1. Access transaction by ....................................................................................................... 20
3.2. On screen “Create Material (Initial Screen)”, enter information in the fields as
specified in the table below: .......................................................................................... 20
Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
Page ii
3.3. On screen “Select View(s)”, enter information in the fields as specified in the
table below: ................................................................................................................... 21
3.4. On screen “Organizational Levels”, enter information in the fields as specified in
the table below: .............................................................................................................. 22
3.5. On screen “Create Material ##### (Stock Material): Purchasing”, enter
information in the fields as specified in the table below: .............................................. 22
3.6. On screen “Create Material ##### (Stock Material): MRP 1”, enter information
in the fields as specified in the table below: .................................................................. 25
3.7. On screen “Create Material ##### (Stock Material): MRP 2”, enter information
in the fields as specified in the table below: .................................................................. 26
3.8. On screen “Create Material ##### (Stock Material): MRP 3”, enter information
in the fields as specified in the table below: .................................................................. 28
3.9. On screen “Create Material ##### (Stock Material): MRP 4”, enter information
in the fields as specified in the table below: .................................................................. 29
3.10. On screen “Create Material ##### (Stock Material): Plant data / stor. 1”, enter
information in the fields as specified in the table below: .............................................. 30
3.11. On screen “Create Material ##### (Stock Material): Plant data / stor. 2”, enter
information in the fields as specified in the table below: .............................................. 31
3.12. On screen “Create Material ##### (3SO Stock Material): Accounting 1”, enter
information in the fields as specified in the table below: .............................................. 32
4. Procedural Steps – Create Non-Stock Material Master ............................................................. 34
4.1. Access transaction by ....................................................................................................... 34
4.2. On screen “Create Material (Initial Screen)”, enter information in the fields as
specified in the table below: .......................................................................................... 34
4.3. On screen “Select View(s)”, enter information in the fields as specified in the
table below: ................................................................................................................... 35
4.4. On screen “Organizational Levels”, enter information in the fields as specified in
the table below: .............................................................................................................. 36
4.5. On screen “Create Material ##### (Non-Stock Material): Basic Data 1”, enter
information in the fields as specified in the table below: .............................................. 36
4.6. On screen “Create Material ##### (Non-Stock Material): Purchasing”, enter
information in the fields as specified in the table below: .............................................. 39
4.7. On screen “Create Material ##### (Non-Stock Material): Accounting 1”, enter
information in the fields as specified in the table below: .............................................. 41
4.8. On screen “Units of measure”, enter information in the fields as specified in the
table below: ................................................................................................................... 42
5. Procedural Steps – Extend Non-Stock Material Master ............................................................ 43
5.1. Access transaction by ....................................................................................................... 43
Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
Page iii
5.2. On screen “Create Material (Initial Screen)”, enter information in the fields as
specified in the table below: .......................................................................................... 43
5.3. On screen “Select View(s)”, enter information in the fields as specified in the
table below: ................................................................................................................... 44
5.4. On screen “Organizational Levels”, enter information in the fields as specified in
the table below: .............................................................................................................. 45
5.5. On screen “Create Material ##### (Non-Stock Material): Purchasing”, enter
information in the fields as specified in the table below: .............................................. 45
5.6. On screen “Create Material ##### (Non-Stock Material): Accounting 1”, enter
information in the fields as specified in the table below: .............................................. 48
6. Unit Testing Conditions and Variations..................................................................................... 49
Confidentiality/Validity
This document has been prepared by Shared Support Services Southeastern Ontario (3SO) for the sole purpose and
exclusive use of Name. Due to the confidential nature of the material in this document, its contents should not be
discussed with, or disclosed to, third parties without the prior written consent of 3SO.
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
1. OVERVIEW
1.1. Trigger
When a new item has been identified as something that one or more hospitals would like to purchase and
possibly also inventory on an ongoing basis a new material master will be created to support these
activities.
This document is also intended to cover the situation where an existing material master will be change or
extended to a new hospital.
Scenarios are:
- Create new stock material
- Create new non-stock material
- Change stock material
- Change non-stock material
- Extend stock material to another hospital
Extend non-stock material to another hospital
Business Process Procedure Overview
When a new, change or extend material requirement is identified, the information will be captured and forwarded to a centrally
controlled 3SO group for the actual update of the system.
The central group will communicate when the updates have been made.
Input – Required Fields
Field Value/Comments
Material Number
SAP material identifier
Material Description
Short description
Material Type
Stock or non-stock
Industry
Healthcare
Material Group
Classification
Product Hierarchy
UNSPSC code
Base Unit of Measure
Lowest (inventory) unit of measure
Order Unit
Purchase order unit of measure
Division
Grouping of materials
GenItemCatGroup
SAP control field (default value)
Purchasing Value Key
Purchasing tolerances key
Manufacturers Part Number
Manufacturers part number
Storage Conditions
Used for custom picking process
Latex Content
Information only
Expiry
Information only
Reusable
Information only
Allergen
Information only
Implantable
Information only
Other Allergen
Information only
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
Alternative Unit of Measure 1
Larger packing sizes
Number of Basic UoM in Alternative 1
Conversion for unit of measure
Alternative Unit of Measure 2
Larger packing sizes
Number of Basic UoM in Alternative 2
Conversion for unit of measure
Plant
Physical facility
Purchasing Group
Buyer or group of buyers
Automatic PO
Enables transaction ME59
Critical Part
Information only
Reference to Old Material Number
Item number from original hospital system
Approved Sub Part 1
Clinically approved sub
Approved Sub Part 2
Clinically approved sub
Manufacturer Name
Manufacturer Name
Manufacturer Number
Manufacturer Number
MRP Type
Type of replenishment (e.g. re-order point)
Re-Order Point
Re-order when stock falls below this point
MRP Controller
Individual responsible for auto replenishment
Lot Size
Quantity to re-order
Minimum Lot Size
Minimum quantity to re-order
Rounding Value
Rounds MRP base unit to order size
Procurement Type
In-house or external procurement
Special Procurement Type
E.g. – consignment
Production Storage Location
Where the material is issued from
Storage Location for EP
Where the goods are received into
Planned Delivery Time
Days the vendor requires to supply the item
Availability Check
Determines if there is stock on hand
Cycle Count Physical Inventory Ind.
Relative priority of item for counting (counts per year)
Serial Number Profile
Controls if the item requires a serial number
Storage Location
Physical place where material is stocked
Storage Location MRP Indicator
Storage location considered in separate or main replenishment
Special Procurement Type
E.g. – consignment
Re-Order Point
Re-order when stock falls below this point
Replenishment Quantity (ROQ)
Quantity to re-order
Storage Bin
Identifier of the stocking location
Valuation Class
Link to finance for postings
Price Control
Moving average
Price Unit
Usually priced per one unit
Moving Average Price
Value of one unit in inventory
Output - Results
Material will be created, changed or extended.
Comments
MM01 is used to create materials
MM02 is used to change materials
MM03 is used to display materials
MM04 is used to display material change history
MM06 is used to flag materials for deletion
MM17 is used for mass maintenance
MM60 is used to provide list of materials
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
2. PROCEDURAL STEPS – CREATE STOCK MATERIAL MASTER
2.1. Access transaction by
Via Menus
(R/3 Menu Path)
SAP menu
Logistics
Materials Management
Material
Create (General)
Via Transaction Code
Material Master
(Transaction Code can be displayed: R/3 -> System -> Status)
MM01 – Create, MM02 – Change, MM03 – Display
2.2. On screen “Create Material (Initial Screen)”, enter information in the
fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Industry sector
Industry Selection that can be used to
modify the screens and fields available
when creating maintaining the material
R
Enter Healthcare
Material Type
Material type controls the views, fields,
numbering and financial aspects of the
material as well as other considerations.
R
Select Stock Material from the
drop-down for stock materials
Comments
(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)
Hit the Enter key or click on the Enter icon
to continue.
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
2.3. On screen “Select View(s)”, enter information in the fields as specified
in the table below:
Field Name
Description
R/O/C
User Action and Values
Select the views as indicated above.
Hit the Enter key or click on the Enter icon
to continue.
Comments
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
2.4. On screen “Organizational Levels”, enter information in the fields as
specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Comments
Plant
Physical facility where the material
will be stored
R
Enter the plant where the
material will be purchased /
stored
If multiple plants see
section on extending
materials
Stor. Location
Actual location within the plant where
the material will be stored
R
Enter the storage location
where the material will be
stored
If multiple storage
locations see section
on extending materials
Hit the Enter key or click on the Enter icon
to continue.
2.5. On screen “Create Material ##### (Stock Material): Basic Data 1”,
enter information in the fields as specified in the table below:
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BBP_MM Material Master(MM01)
Business Process Procedure
Field Name
Description
R/O/C
User Action and Values
Comments
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BBP_MM Material Master(MM01)
Business Process Procedure
Base unit of
measure
The lowest unit of measure for the
material (stock unit)
R
Enter the appropriate unit of
measure
Material Group
Classification system to find and
report on materials
R
Select the appropriate material
group from the drop-down
Product
Hierarchy
Field used for the UNSPSC code
O
Select the appropriate code
from the drop down list
GenItemCat
Group
Value that internally controls how the
material is handled
R
Will be ZG07 for stock
materials
Latex Content
Latex content identifier
O
Select value from drop-down if
known
Other Allergen
Any other allergen information
O
Enter other allergen information
if known
Expiry
Indicator that the material can expire
O
Enter Y if it can expire
Re-Usable
Indicator that the material is reusable
O
Enter y if it is re-usable
Medical
Device
Number
Value for items that have this
information
O
Enter the device number if
applicable or known
Regionally
Approved
Sub-Product 1
Alternative material that has been
approved for substitution across all
hospitals
O
Enter the substitute material
number if one exists
Regionally
Approved
Sub-Product 2
Alternative material that has been
approved for substitution across all
hospitals
O
Enter the substitute material
number if one exists
Hit the Enter key or click on the Enter icon
to continue.
Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
Page 8
2.6. On screen “Create Material ##### (Stock Material): Purchasing”, enter
information in the fields as specified in the table below:
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
Field Name
Description
R/O/C
User Action and Values
Order Unit
The unit of measure that will appear
on purchase orders
C
Enter if the order unit of
measure is different from the
base unit of measure
Var. OUn
Indicator that the order unit of
measure can changed on the
purchase order (multiples possible)
O
Select the check box if there
can be multiple order units
Purchasing
Group
The buyer or group of buyers
responsible for purchasing this item
in this plant
R
Enter the appropriate buyer
code
Plant-sp. Matl
status
This filed can be used to block
procurement from occurring on a
given material.
O
Enter “01” to block external
procurement from occurring
with a material.
Tax ind. f.
material
Tax indicator for this material for GST
and PST
R
Enter the appropriate tax
indicator
Autom. PO
Indicator that requisitions for this
material can automatically be
converted into PO’s via ME59
O
Enter is subject to auto PO
Purchasing
value key
Indicator controlling purchasing
tolerances
R
Enter 1
Critical Part
Indicator that this is an important
material for the plant
O
Select the check box if it is a
critical part
Mfr Part
Number
Manufacturers part number
O
Enter the manufacturers part
number if known
Approved Sub
Product 1
SAP number of a clinically approved
substitution
O
Enter a substitute value if
known
Approved Sub
Product 2
SAP number of a clinically approved
substitution
O
Enter a substitute value if
known
Old Material
Number
Material number in the original
hospital system
R
Enter the number if existing
Manufacturer
Name of the manufacturer
O
Enter the manufacturers name
if known
Hit the Enter key or click on the Enter icon
to continue.
Comments
Used only for reusable
materials.
Information only
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
2.7. On screen “Create Material ##### (Stock Material): MRP 1”, enter
information in the fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
MRP Type
Control how the quantity for
replenishment is calculated
R
Enter the MRP type
MRP Group
Subdivides materials into groups that
C
Enter Z005 for SCI materials
Comments
VB for regular vendors
and PD for SCI
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BBP_MM Material Master(MM01)
Business Process Procedure
can be processed differently
Re-Order
Point
Point below which the stock is reordered
C
Enter the appropriate quantity
Reorder point is
required for VB and
not required for PD
MRP
Controller
Individual responsible for automated
re-ordering at the plant
R
Enter the appropriate value
C01 for regular
vendors and C03 for
SCI materials
Lot Size
Controls how the system calculates
how much to re-order
R
EX
System will replace
what has been used
Minimum Lot
Size
Minimum order amount
O
Enter value stipulated by
vendor (e.g. case size)
Not relevant for SCI
materials
Rounding
value
Value to which orders must be
rounded up to
O
Enter the value if the vendor
only accepts whole cases, etc.
Not relevant for SCI
materials
Hit the Enter key or click on the Enter icon
to continue.
Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
2.8. On screen “Create Material ##### (Stock Material): MRP 2”, enter
information in the fields as specified in the table below:
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BBP_MM Material Master(MM01)
Business Process Procedure
Field Name
Description
R/O/C
Special
Procurement
Identifies that the material is
consignment other otherwise sourced
differently.
O
Enter a value if appropriate
Prod. stor.
location
Default storage location for goods
issues
R
Enter MAIN or CINV
Storage loc.
for EP
Default storage for goods receipts
Planned Deliv.
Time
Length
R
Enter the length of time
required for the vendor to
provide the material
SchedMargin
Key
Determines the floats required
C
Enter 000 for SCI materials
(MRP type PD)
Safety Stock
Extra stock which is required
C
For SCI materials enter the
quantity to be kept in the
warehouse if any
Hit the Enter key or click on the Enter icon
User Action and Values
Comments
Planned usage for
consignment
Enter MAIN or CINV
to continue.
For SCI materials use
the time based on the
original vendor of the
material
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
2.9. On screen “Create Material ##### (Stock Material): MRP 3”, enter
information in the fields as specified in the table below:
Field Name
Availability
Check
Description
System determination of available
stock
Hit the Enter key or click on the Enter icon
R/O/C
R
User Action and Values
Enter 01
to continue.
Comments
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
2.10. On screen “Create Material ##### (Stock Material): MRP 4”, enter
information in the fields as specified in the table below:
Field Name
SLoc MRP
indicator
Description
R/O/C
Determines whether storage location
is planned with plant MRP or alone
O
User Action and Values
1 – Not planned (HOLD, RET,
SALE or closed sloc)
2 – Planned separately – all
active unit storage locations
Comments
For MAIN and CINV
Sloc’s this field will be
blank
Spec.proc.typ
e: SLoc
Indicator for a special procurement
type
O
Z0 – SCI materials
For MAIN, CINV,
HOLD, RET and SALE
Sloc’s this field will be
blank
Re-order point
The level below which stock is reordered
O
Enter re-order point
For MAIN, CINV,
HOLD, RET and SALE
Sloc’s this field will be
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
blank
Replenishmen
t qty.
The amount of stock to be ordered
each time the re-order point is
reached
Hit the Enter key or click on the Enter icon
O
Enter replenishment quantity –
Note: Enter 1 if requirement is
to top up to reorder point.
For MAIN, CINV,
HOLD, RET and SALE
Sloc’s this field will be
blank
to continue.
2.11. On screen “Create Material ##### (Stock Material): Plant data / stor.
1”, enter information in the fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Storage Bin
Row, shelf, bin information about
where the material is located
R
Enter information for the MAIN
or CINV storage location
Storage
conditions
Code to indicate where the materials
should be picked from used by
custom development
R
Enter the location
CC phys. inv.
Ind.
Indicates the priority of the item for
cycle counting
R
Enter the priority
CC fixed
Indicator to fix the cycle count priority
O
Select the check box if you do
not want the system to adjust
the indicator
Comments
Z2 = MAIN, Z? = CINV
System will recalculate
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BBP_MM Material Master(MM01)
Business Process Procedure
Hit the Enter key or click on the Enter icon
to continue.
2.12. On screen “Create Material ##### (Stock Material): Plant data / stor.
2”, enter information in the fields as specified in the table below:
Field Name
Serial no.
profile
Description
R/O/C
Indicator that the item is serialized
and the requirements for serialization
O
Hit the Enter key or click on the Enter icon
User Action and Values
Enter 3SO for serialized items
to continue.
Comments
Usage for implantable
devices with
manufacturer serial #
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
2.13. On screen “Create Material ##### (Stock Material): Accounting 1”,
enter information in the fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Valuation
Class
Valuation class determines the
impact of goods movements in
finance
R
Enter the appropriate valuation
class
Price control
Moving average or standard price
control is available
R
Enter V
Price Unit
Used to effectively create move
decimal places by making the price
for multiple units
R
Typically will be 1
Moving price
The moving average priced used to
valuate inventory
R
Enter the moving average price
Comments
Can use 100 etc. when
moving average price
is low and needs
additional decimals.
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BBP_MM Material Master(MM01)
Business Process Procedure
and click on the “Units of measure” tab else click
If additional unit of measure select
on the save
icon.
2.14. On screen “Units of measure”, enter information in the fields as
specified in the table below:
Field Name
Description
R/O/C
User Action and Values
X
Denominator of the unit conversion
R
Typically is 1
AUn
Alternative unit of measure
R
Enter alternative unit of
measure
Y
Numerator of the unit conversion
R
Enter number of base units in
alternative unit
Click on the Save
to create the material.
Should receive message.
Comments
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
3. PROCEDURAL STEPS – EXTEND STOCK MATERIAL MASTER
3.1. Access transaction by
Via Menus
(R/3 Menu Path)
SAP menu
Logistics
Materials Management
Material
Create (General)
Via Transaction Code
Material Master
(Transaction Code can be displayed: R/3 -> System -> Status)
MM01 – Create, MM02 – Change, MM03 – Display
3.2. On screen “Create Material (Initial Screen)”, enter information in the
fields as specified in the table below:
Field Name
Description
R/O/C
Material
Enter material to be extended
R
Material
Enter material to be extended
O
User Action and Values
Comments
Recommended to reduce keying
(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)
Hit the Enter key or click on the Enter icon
to continue.
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BBP_MM Material Master(MM01)
Business Process Procedure
3.3. On screen “Select View(s)”, enter information in the fields as specified
in the table below:
Field Name
Description
R/O/C
User Action and Values
Select the views as indicated above.
Note: Process will be the same for
extension to a storage location.
Hit the Enter key or click on the Enter icon
to continue.
Comments
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BBP_MM Material Master(MM01)
Business Process Procedure
3.4. On screen “Organizational Levels”, enter information in the fields as
specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Comments
Plant
Physical facility where the material
will be stored
R
Enter the plant that the material
will be created in.
Note: For storage
location extension the
from and to plants will
be the same and only
Sloc specific screens
will be processed
Storage
Location
Actual location within the plant where
the material will be stored
R
Enter the storage location that
the material will be created in.
Stock materials should
all be extended to the
HOLD location
Copy from
Plant
Physical facility where the material
will be stored
O
Enter the plant that the material
plant info will be copied from
Copy from
Storage
Location
Actual location within the plant where
the material will be stored
O
Enter the storage location that
the material storage location
info will be copied from
Hit the Enter key or click on the Enter icon
to continue. Should receive the message of
3.5. On screen “Create Material ##### (Stock Material): Purchasing”, enter
information in the fields as specified in the table below:
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BBP_MM Material Master(MM01)
Business Process Procedure
Field Name
Description
R/O/C
User Action and Values
Order Unit
The unit of measure that will appear
on purchase orders
C
Enter if the order unit of
measure is different from the
base unit of measure
Var. OUn
Indicator that the order unit of
measure can changed on the
O
Select the check box if there
can be multiple order units
Comments
Only one allowed per
material
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BBP_MM Material Master(MM01)
Business Process Procedure
purchase order (multiples possible)
Purchasing
Group
The buyer or group of buyers
responsible for purchasing this item
in this plant
R
Enter the appropriate buyer
code
Tax ind. f.
material
Tax indicator for this material for GST
and PST
R
Enter the appropriate tax
indicator
Autom. PO
Indicator that requisitions for this
material can automatically be
converted into PO’s via ME59
O
Enter is subject to auto PO
Purchasing
value key
Indicator controlling purchasing
tolerances
R
Enter 1
Critical Part
Indicator that this is an important
material for the plant
O
Select the check box if it is a
critical part
Information only
Mfr Part
Number
Manufacturers part number
O
Enter the manufacturers part
number if known
Only one allowed per
material
Approved Sub
Product 1
SAP number of a clinically approved
substitution
O
Enter a substitute value if
known
Approved Sub
Product 2
SAP number of a clinically approved
substitution
O
Enter a substitute value if
known
Old Material
Number
Material number in the original
hospital system
R
Enter the number if existing
Manufacturer
Name of the manufacturer
O
Enter the manufacturers name
if known
Hit the Enter key or click on the Enter icon
to continue.
Only one allowed per
material
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Business Process Procedure
3.6. On screen “Create Material ##### (Stock Material): MRP 1”, enter
information in the fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
MRP Type
Control how the quantity for
replenishment is calculated
R
Enter the MRP type
MRP Group
Subdivides materials into groups that
can be processed differently
C
Enter Z005 for SCI materials
Comments
VB for regular vendors
and PD for SCI
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Business Process Procedure
Re-Order
Point
Point below which the stock is reordered
C
Enter the appropriate quantity
Reorder point is
required for VB and
not required for PD
MRP
Controller
Individual responsible for automated
re-ordering at the plant
R
Enter the appropriate value
C01 for regular
vendors and C03 for
SCI materials
Lot Size
Controls how the system calculates
how much to re-order
R
EX
System will replace
what has been used
Minimum Lot
Size
Minimum order amount
O
Enter value stipulated by
vendor (e.g. case size)
Not relevant for SCI
materials
Rounding
value
Value to which orders must be
rounded up to
O
Enter the value if the vendor
only accepts whole cases, etc.
Not relevant for SCI
materials
Hit the Enter key or click on the Enter icon
to continue.
3.7. On screen “Create Material ##### (Stock Material): MRP 2”, enter
information in the fields as specified in the table below:
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Business Process Procedure
Field Name
Description
R/O/C
User Action and Values
Special
Procurement
Identifies that the material is
consignment other otherwise sourced
differently.
O
Enter a value if appropriate
Prod. stor.
location
Default storage location for goods
issues
R
Enter MAIN or CINV
Storage loc.
for EP
Default storage for goods receipts
Enter MAIN or CINV
Comments
Planned usage for
consignment
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Business Process Procedure
Planned Deliv.
Time
Length
R
Enter the length of time
required for the vendor to
provide the material
SchedMargin
Key
Determines the floats required
C
Enter 000 for SCI materials
(MRP type PD)
Safety Stock
Extra stock which is required
C
For SCI materials enter the
quantity to be kept in the
warehouse if any
Hit the Enter key or click on the Enter icon
For SCI materials use
the time based on the
original vendor of the
material
to continue.
3.8. On screen “Create Material ##### (Stock Material): MRP 3”, enter
information in the fields as specified in the table below:
Field Name
Availability
Check
Description
System determination of available
stock
R/O/C
R
User Action and Values
Enter 01
Comments
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Business Process Procedure
Hit the Enter key or click on the Enter icon
to continue.
3.9. On screen “Create Material ##### (Stock Material): MRP 4”, enter
information in the fields as specified in the table below:
Field Name
SLoc MRP
indicator
Description
R/O/C
Determines whether storage location
is planned with plant MRP or alone
O
User Action and Values
1 – Not planned (HOLD, RET,
SALE or closed sloc)
2 – Planned separately – all
active unit storage locations
Comments
For MAIN and CINV
Sloc’s this field will be
blank
Spec.proc.typ
e: SLoc
Indicator for a special procurement
type
O
Z0 – SCI materials
For MAIN, CINV,
HOLD, RET and SALE
Sloc’s this field will be
blank
Re-order point
The level below which stock is reordered
O
Enter re-order point
For MAIN, CINV,
HOLD, RET and SALE
Sloc’s this field will be
blank
Replenishmen
The amount of stock to be ordered
O
Enter replenishment quantity –
For MAIN, CINV,
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Business Process Procedure
t qty.
each time the re-order point is
reached
Hit the Enter key or click on the Enter icon
Note: Enter 1 if requirement is
to top up to reorder point.
HOLD, RET and SALE
Sloc’s this field will be
blank
to continue.
3.10. On screen “Create Material ##### (Stock Material): Plant data / stor.
1”, enter information in the fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Storage Bin
Row, shelf, bin information about
where the material is located
R
Enter information for the MAIN
or CINV storage location
Storage
conditions
Code to indicate where the materials
should be picked from used by
custom development
R
Enter the location
Z2 = MAIN, Z? = CINV
Comments
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Business Process Procedure
CC phys. inv.
Ind.
Indicates the priority of the item for
cycle counting
R
Enter the priority
CC fixed
Indicator to fix the cycle count priority
O
Select the check box if you do
not want the system to adjust
the indicator
Hit the Enter key or click on the Enter icon
System will recalculate
to continue.
3.11. On screen “Create Material ##### (Stock Material): Plant data / stor.
2”, enter information in the fields as specified in the table below:
Field Name
Serial no.
profile
Description
R/O/C
Indicator that the item is serialized
and the requirements for serialization
O
Hit the Enter key or click on the Enter icon
User Action and Values
Enter 3SO for serialized items
to continue.
Comments
Usage for implantable
devices with
manufacturer serial #
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BBP_MM Material Master(MM01)
Business Process Procedure
3.12. On screen “Create Material ##### (3SO Stock Material): Accounting
1”, enter information in the fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Valuation
Class
Valuation class determines the impact of
goods movements in finance
R
Enter the appropriate
valuation class
Price control
Moving average or standard price control is
available
R
Enter V
Price Unit
Used to effectively create move decimal
places by making the price for multiple units
R
Typically will be 1
Moving price
The moving average priced used to valuate
inventory
R
Enter the moving average
price
Comments
Can use 100 etc.
when moving
average price is low
and needs
additional decimals.
Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
Click on the save
(F11) icon.
Page 33
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Business Process Procedure
4. PROCEDURAL STEPS – CREATE NON-STOCK MATERIAL
MASTER
4.1. Access transaction by
Via Menus
(R/3 Menu Path)
SAP menu
Logistics
Materials Management
Material
Create (General)
Via Transaction Code
Material Master
(Transaction Code can be displayed: R/3 -> System -> Status)
MM01 – Create, MM02 – Change, MM03 – Display
4.2. On screen “Create Material (Initial Screen)”, enter information in the
fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Industry sector
Industry Selection that can be used to
modify the screens and fields available
when creating maintaining the material
R
Enter Healthcare
Material Type
Material type controls the views, fields,
numbering and financial aspects of the
material as well as other considerations.
R
Select Non-Stock Material from
the drop-down
Comments
(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)
Hit the Enter key or click on the Enter icon
to continue.
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Business Process Procedure
4.3. On screen “Select View(s)”, enter information in the fields as specified
in the table below:
Field Name
Description
R/O/C
User Action and Values
Select the views as indicated above.
Hit the Enter key or click on the Enter icon
to continue.
Comments
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BBP_MM Material Master(MM01)
Business Process Procedure
4.4. On screen “Organizational Levels”, enter information in the fields as
specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Comments
Enter the plant code that the
material will be created in.
Hit the Enter key or click on the Enter icon
to continue.
4.5. On screen “Create Material ##### (Non-Stock Material): Basic Data 1”,
enter information in the fields as specified in the table below:
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Business Process Procedure
Field Name
Description
R/O/C
User Action and Values
Comments
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Business Process Procedure
Base unit of
measure
The lowest unit of measure for the
material (stock unit)
R
Enter the appropriate unit of
measure
Material Group
Classification system to find and
report on materials
R
Select the appropriate material
group from the drop-down
Product
Hierarchy
Field used for the UNSPSC code
R
Select the appropriate code
from the drop down list
GenItemCat
Group
Value that internally controls how the
material is handled
R
Will be ZLAG for non-stock
materials
Latex
Latex content identifier
O
Select value from drop-down if
known
Expiry
Indicator that the material can expire
O
Enter Y if it can expire
Re-Usable
Indicator that the material is reusable
O
Enter y if it is re-usable
Medical
Device
Number
Value for items that have this
information
O
Enter the device number if
applicable or known
Other Allergen
Field to allow entry of any other
Allergen information
O
Enter additional allergen
information if known
Regionally
Approved Sub
Product 1
Substitute for this material which
covers all hospitals
O
Enter substitute material if
there is one
Regionally
Approved Sub
Product 2
Substitute for this material which
covers all hospitals
O
Enter substitute material if
there is one
Hit the Enter key or click on the Enter icon
to continue.
Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
Page 39
4.6. On screen “Create Material ##### (Non-Stock Material): Purchasing”,
enter information in the fields as specified in the table below:
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Business Process Procedure
Field Name
Description
R/O/C
User Action and Values
Order Unit
The unit of measure that will appear
on purchase orders
C
Enter if the order unit of
measure is different from the
base unit of measure
Var. OUn
Indicator that the order unit of
measure can changed on the
purchase order (multiples possible)
O
Select the check box if there
can be multiple order units
Purchasing
Group
The buyer or group of buyers
responsible for purchasing this item
in this plant
R
Enter the appropriate buyer
code
Tax ind. f.
material
Tax indicator for this material for GST
and PST
R
Enter the appropriate tax
indicator
Autom. PO
Indicator that requisitions for this
material can automatically be
converted into PO’s via ME59
O
Enter is subject to auto PO
Purchasing
value key
Indicator controlling purchasing
tolerances
R
Enter 1
Critical Part
Indicator that this is an important
material for the plant
O
Select the check box if it is a
critical part
Mfr Part
Number
Manufacturers part number
O
Enter the manufacturers part
number if known
Approved Sub
Product 1
SAP number of a clinically approved
substitution
O
Enter a substitute value if
known
Approved Sub
Product 2
SAP number of a clinically approved
substitution
O
Enter a substitute value if
known
Old Material
Number
Material number in the original
hospital system
R
Enter the number if existing
Manufacturer
Name of the manufacturer
O
Enter the manufacturers name
if known
Hit the Enter key or click on the Enter icon
.
to continue.
Comments
Information only
Page 41
Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
4.7. On screen “Create Material ##### (Non-Stock Material): Accounting
1”, enter information in the fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Valuation
Class
Valuation class determines the
impact of goods movements in
finance
R
Enter the appropriate valuation
class
Price control
Moving average or standard price
control is available
R
Enter V
Price Unit
Used to effectively create move
decimal places by making the price
for multiple units
R
Typically will be 1
Moving price
The moving average priced used to
valuate inventory
R
Enter the moving average price
Comments
Could use 100 if
moving average price
is small and extra
digits are required
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Business Process Procedure
and click on the “Units of measure” tab else click
If additional unit of measure select
on the save
icon.
4.8. On screen “Units of measure”, enter information in the fields as
specified in the table below:
Field Name
Description
R/O/C
User Action and Values
X
Denominator of the unit conversion
R
Typically is 1
AUn
Alternative unit of measure
R
Enter alternative unit of
measure
Y
Numerator of the unit conversion
R
Enter number of base units in
alternative unit
Click on the Save
to create the material. Should receive message.
Comments
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
5. PROCEDURAL STEPS – EXTEND NON-STOCK MATERIAL
MASTER
5.1. Access transaction by
Via Menus
(R/3 Menu Path)
SAP menu
Logistics
Materials Management
Material
Create (General)
Via Transaction Code
Material Master
(Transaction Code can be displayed: R/3 -> System -> Status)
MM01 – Create, MM02 – Change, MM03 – Display
5.2. On screen “Create Material (Initial Screen)”, enter information in the
fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Material
Material that needs to be extended
R
Enter material number
Material
Material that needs to be extended
O
Enter material number
Comments
(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)
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Business Process Procedure
Hit the Enter key or click on the Enter icon
to continue.
5.3. On screen “Select View(s)”, enter information in the fields as specified
in the table below:
Field Name
Description
R/O/C
User Action and Values
Select the views as indicated above.
Hit the Enter key or click on the Enter icon
to continue.
Comments
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
5.4. On screen “Organizational Levels”, enter information in the fields as
specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Plant
Enter the plant code that the
material will be created in.
Plant
Enter the plant code that the
data will be copied from
Hit the Enter key or click on the Enter icon
Comments
to continue.
Should receive the message
5.5. On screen “Create Material ##### (Non-Stock Material): Purchasing”,
enter information in the fields as specified in the table below:
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Business Process Procedure
Field Name
Description
R/O/C
User Action and Values
Order Unit
The unit of measure that will appear
on purchase orders
C
Enter if the order unit of
measure is different from the
base unit of measure
Var. OUn
Indicator that the order unit of
measure can changed on the
purchase order (multiples possible)
O
Select the check box if there
can be multiple order units
Comments
Can only have one per
material
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
Purchasing
Group
The buyer or group of buyers
responsible for purchasing this item
in this plant
R
Enter the appropriate buyer
code
Tax ind. f.
material
Tax indicator for this material for GST
and PST
R
Enter the appropriate tax
indicator
Autom. PO
Indicator that requisitions for this
material can automatically be
converted into PO’s via ME59
O
Enter is subject to auto PO
Purchasing
value key
Indicator controlling purchasing
tolerances
R
Enter 1
Critical Part
Indicator that this is an important
material for the plant
O
Select the check box if it is a
critical part
Mfr Part
Number
Manufacturers part number
O
Enter the manufacturers part
number if known
Approved Sub
Product 1
SAP number of a clinically approved
substitution
O
Enter a substitute value if
known
Approved Sub Product
1
Approved Sub
Product 2
SAP number of a clinically approved
substitution
O
Enter a substitute value if
known
Approved Sub Product
2
Old Material
Number
Material number in the original
hospital system
R
Enter the number if existing
Old Material Number
Manufacturer
Name of the Manufacturer
O
Enter the name of the
manufacturer if known
Hit the Enter key or click on the Enter icon
to continue.
Information only
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
5.6. On screen “Create Material ##### (Non-Stock Material): Accounting
1”, enter information in the fields as specified in the table below:
Field Name
Description
R/O/C
User Action and Values
Valuation
Class
Valuation class determines the
impact of goods movements in
finance
R
Enter the appropriate valuation
class
Price control
Moving average or standard price
control is available
R
Enter V
Price Unit
Used to effectively create move
decimal places by making the price
for multiple units
R
Typically will be 1
Moving price
The moving average priced used to
valuate inventory
R
Enter the moving average price
Click on the save
(F11) icon.
Comments
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Shared Support Services Southeastern Ontario (3SO)
BBP_MM Material Master(MM01)
Business Process Procedure
6. UNIT TESTING CONDITIONS AND VARIATIONS
SETUP DATA
DATA OBJECT
VALUE/CODE
DESCRIPTION
COMMENTS AND NOTES
Vendor master
Material master
CONDITIONS/STEPS
CONDITIONS & VARIATIONS
EXPECTED RESULTS
ACTUAL RESULTS
OK /
ERROR
All company codes - KGH, BGH,
PCC, HDH, JMF, PSF, QHC, UHK
All plants - KG01, BG01, BL01,
HDH1, MHS1, NH01, PE01,
PEC1, PM01, SF01, SML1, TM01,
JMF1
Stock material
Non-stock material
Create material
Extend material
Change material
Comments:
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
Approval:
_________________________
Date:
____/____/____