CASE STUDY
SAP ERP Configuration Phase V
– Material Planning
Product
MOTIVATION
PREREQUISITES
SAP ERP GBI
Release 6.04
You will configure the
master data and business
processes for Material
Planning.
You should be familiar with
navigation in the SAP system.
Revised
6/24/2014
Focus
Material Planning
Authors
Simha R. Magal
Stefan Weidner
Tom Wilder
Version
2.23
You will create necessary
master data and test the
business process.
It is also recommended that
you have gone through the
production exercise.
ACKNOWLEDGEMENT
This material was prepared
with the assistance of student
interns at the Seidman ERP
program at Grand Valley
State University and the SAP
Club at CSU Chico as well as
student and research
assistants at SAP UCC
Magdeburg.
Also, thanks to Corrie Fiedler
(Senior Lecturer, Information
& Decision Sciences, Carlson
School of Management,
University of Minnesota) for
her assistance in improving
this exercise.
© SAP AG
Phase V – Material Planning
CASE STUDY
Overview and Table of Contents
Enterprise
Structure
Rules and
Parameters
Master Data
Process
Execution
Table of Contents
General Notes and Cautions ...................................................................................................... 1
Part V.1 – Enterprise Structure .................................................................................................. 3
Part V.2 – Rules and Parameters ............................................................................................... 4
Part V.3 – Master Data............................................................................................................... 5
Part V.4 – Process Execution....................................................................................................19
© SAP AG
Phase V – Material Planning
CASE STUDY
General Notes and Cautions
Warning: When working with other classmates at the same time in the same transactions within
“SPRO”, tables will tend to lock up and you will only be able to display them. This is due to the fact that
the system does not allow multiple users in the same transaction at the same time. To get passed this
message, simply wait until the current user in the transaction is finished and then proceed.
Attributes: At times, certain attributes or fields may not appear to have the name of them in front of the
user. To display the full name of the attribute or field, simply click within the field and then press the F1
key. This will bring up not only the title of the field, but it will bring up the full description of it to read.
The ## Symbol: When working with other classmates at the same time, you will be assigned your own
unique identifier which is called the ## Symbol or the “Pound Pound” Symbol. This will be your
identifier and is ASSIGNED FOR YOUR OWN USE ONLY!!! Please be cautious about other classmates
attempting to use your identifier whether it is on purpose or not and if you suspect other classmates using
it, inform your professor immediately so that fixes can be made accordingly. For example, if Ashley has
an identifier of 09, Ashley’s company code will be US09.
The Search Tool: At times in this document, the instructions will ask you to search for something to put
in a field. When it does this, simply click on the field itself and click on the icon to the right of it (it looks
like a white square). Clicking on it will bring up another window and you will search from there. You
may also search other field by clicking on the downward arrow that may be on the left or right of the
field. It will bring up a drop down menu that will have options to choose from and click.
Where do I start? : There are three ways to proceed within the SAP system: Using the “SAP Easy
Access” menu, using the “SAP Menu Bar”, and using the “SAP Customizing Implementation Guide”
menu. All three of these are explained below:
1. The SAP Easy Access menu appears when you start a new session.
2. The SAP Menu Bar also appears when you start a new session at the very top of the screen.
3. In the SAP Customizing Implementation Guide, there are two ways you may use to get here:
a. The first is to simply type “SPRO” in the transaction field at the top of the screen.
b. Proceed through the path to get there. The path consists of the following:
(In the main menu of SAP, click on the black arrows on the left of these names) SAP menu ► Tools ►
Customizing ► IMG ► Execute Project (double-click on “Execute Project”)
In the “Customizing: Execute Project” screen, click on the
icon.
Saving: When the instructions to tell you to save data, always press the “Enter” key to validate. If there
are error(s) that occur, they must be corrected before continuing to the next task. You will find errors
from a transaction when there are red icons that appear in the message area. Messages that are yellow
contain warnings and not errors. At times, these must be fixed in order to move on. However, most of the
time, they do not need to be fixed and you can simply enter through them. Green messages are obviously
showing that nothing went wrong with the transaction and that you may proceed to the next task.
© SAP AG
Page 1
Phase V – Material Planning
CASE STUDY
Set Controlling Area Pop-Up: At times throughout this phase, there will be times when the system asks
you enter your controlling area to clarify which controlling area you are configuring for.
If this should happen, in the “Set Controlling Area” pop-up, enter the following information:
Attribute
Controlling Area
Click on
Description
Uniquely identifies a controlling area.
Data Value
NA##
(CONTINUE (ENTER)).
This will get you into the next screen where the instructions will then tell you what to do for the task.
Enter Chart of Accounts Pop-Up: At times throughout this phase, there will be times when the system
asks you enter your chart of accounts to clarify which chart of accounts you are configuring for.
If this should happen, in the “Enter Chart of Accounts” pop-up, enter the following information:
Attribute
Chart of Accounts
Click on
Description
Key that uniquely identifies a chart of accounts.
Data Value
GL##
(CONTINUE (ENTER)).
This will get you into the next screen where the instructions will then tell you what to do for the task.
Differences in Font: Throughout this phase you will see tables with different fonts used in the Data
Value column. The normal Times New Roman indicates you enter exactly what is typed out except for
the ## Symbol where you would put in your identifier. The italicized Times New Roman font indicates the
data is looked up or found.
Attribute
Times New Roman
Times New Roman
(Italicized)
© SAP AG
Description
Font that tells you to enter what is written.
Font that tells you the data that needs to be
looked up.
Data Value
Times New Roman
Times New Roman
(Italicized)
Page 2
Phase V – Material Planning
CASE STUDY
Part V.1 – Enterprise Structure
Enterprise
Structure
Rules and
Parameters
Master Data
Process
Execution
There are no Enterprise Structure steps to be completed in this phase.
© SAP AG
Page 3
Phase V – Material Planning
CASE STUDY
Part V.2 – Rules and Parameters
Enterprise
Structure
Rules and
Parameters
Master Data
Process
Execution
There are no Rules and Parameters steps to be completed in this phase.
© SAP AG
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Phase V – Material Planning
CASE STUDY
Part V.3 – Master Data
Enterprise
Structure
Rules and
Parameters
Master Data
Process
Execution
Table of Contents
V.3.1: Create Raw Material ........................................................................................................ 6
V.3.2: Create Finished Good ...................................................................................................... 8
V.3.3: Create Bill of Materials ....................................................................................................10
V.3.4: Create Product Routing ..................................................................................................11
V.3.5: Create Vendors...............................................................................................................13
V.3.6: Create Product Groups ...................................................................................................14
© SAP AG
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Phase V – Material Planning
CASE STUDY
V.3.1: Create Raw Material
Description: In Phase IV, you created all the Raw Materials required to produce a Deluxe Touring
Bike (red). In this step, you will follow the same procedure to create any additional Raw Material
required to produce the Deluxe Touring Bike (black).
Navigation: Logistics ► Materials Management ► Material Master ► Material ► Create (Special) ►
Raw Material
Tasks and Data Entry:
In the “Create Raw Material (Initial Screen)” screen, enter the following information:
Attribute
Material
Industry sector
Copy from…Material
Click on

Description
Key uniquely identifying the material.
Branch of industry.
Material whose data you want the system to copy.
Data Value
TRFR10##
Mechanical engineering
TRFR1000
(ENTER).
If you get an error saying the material has already been created go to change material in the SAP
menu and enter in your purchasing group.
In the “Select View(s)” pop-up, highlight the “Basic Data 1” row.
Highlight the “Purchasing” row.
Highlight the “MRP 1” row.
Highlight the “MRP 2” row.
Highlight the “General Plant Data / Storage 1” row.
Highlight the “Accounting 1” row.
Highlight the “Costing 1” row.
Click on
Click on
(SAVE AS DEFAULT VALUES).
(CONTUNUE (ENTER)).
In the “Organizational Levels” pop-up, enter the following information:
Attribute
Plant
Stor. Location
Copy from Plant
Copy from Stor. Location
© SAP AG
Description
Key uniquely identifying a plant.
The storage location at which the material is stored.
Plant of the reference material.
Storage location of the reference material.
Data Value
Your Plant Dallas
Your Raw Materials
Plant Dallas
Raw Materials
Page 6
Phase V – Material Planning
Click on
Click on
CASE STUDY
(SAVE AS DEFAULT VALUES).
(CONTINUE (ENTER)).
You will receive a message that says “The material already exists and will be extended”.
In the “Create Raw Material TRFR10##” screen, enter the following information:
Attribute
Material Description (Short Text)
Purchasing Group
Click on
Description
Material Description
A buyer or a group of buyers.
Data Value
## Touring Frame-Black
Your North America
(ENTER).
Enter the following information:
Attribute
MRP Controller
Description
MRP Controller
Data Value
Your DL Controller
Click on
(ENTER) until you reach the last tab.
Click on
(ENTER).
In the “Last data screen reached” pop-up, click on the
icon.
You will receive a message that says “Material TRFR10## created”.
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Phase V – Material Planning
CASE STUDY
V.3.2: Create Finished Good
Description: In Phase IV, you created a Deluxe Touring Bike (red) Finished Good. In this step, you
will follow the same procedure to create a Deluxe Touring Bike (black).
Navigation: Logistics ► Materials Management ► Material Master ► Material ► Create (Special) ►
Finished Product
Tasks and Data Entry:
In the “Create Finished Product (Initial Screen)” screen, enter the following information:
Attribute
Material
Copy from…Material
Click on
Description
Key uniquely identifying the material.
Material you want the system to copy.
Data Value
DXTR10##
DXTR1000
(ENTER).
In the “Select View(s)” pop-up, highlight the “Work Scheduling” row.
Click on
(CONTUNUE (ENTER)).
In the “Organization Levels” pop-up, enter the following information:
Attribute
Stor. Location
Copy from Stor. Location
Click on
Description
Location at which the material is stored.
Storage location of the reference material.
Data Value
Your Finished Goods
Finished Goods
(CONTINUE (ENTER)).
You will receive a message that says “The material already exists and will be extended”.
In the “Create Finished Product DXTR10##” screen, enter the following information:
Attribute
Material Description
MRP Controller
Click on
Description
Data Value
Text that describe the material in more detail. ## Deluxe Touring Bike (black)
Number of the controller responsible.
Your DL Controller
(ENTER).
Enter the following information:
Attribute
In-house production
Click on
© SAP AG
Description
The time in workdays needed to produce the material in-house.
Data Value
1
(ENTER).
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Phase V – Material Planning
Attribute
Prodn Supervisor
Description
Responsible for materials in production.
Click on
(ENTER) until you reach the last tab.
Click on
(ENTER).
CASE STUDY
Data Value
Your DL Production Scheduler
In the “Last data screen reached” pop-up, click on the
icon.
You will receive a message that says “Material DXTR10## created”.
© SAP AG
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Phase V – Material Planning
CASE STUDY
V.3.3: Create Bill of Materials
Description: In Phase IV, you created a Bill of Materials for your Deluxe Touring Bike (red)
Finished Good. In this step, you will follow the same procedure to create a Bill of Materials for your
Deluxe Touring Bike (black).
Navigation: Logistics ► Production ► Master Data ► Bills of Material ► Bill of Material ► Material
BOM ► Create
Tasks and Data Entry:
In the “Create material BOM: Initial Screen” screen, enter the following information:
Attribute
Material
Plant
BOM Usage
Click on
Description
Key uniquely identifying the material.
Key uniquely identifying a plant.
Defines the area where a BOM can be used.
Data Value
Your Deluxe Touring Bike (black)
Your Plant Dallas
Production
(COPY FROM…).
In the “Copy From…” pop-up, enter the following information:
Attribute
Material
Plant
Click on
Description
Alphanumeric key uniquely identifying the material.
Key uniquely identifying a plant.
(CONTINUE (ENTER)).
In the “Create material BOM: Copy From” screen, click on the
Click on
Data Value
Deluxe Touring Bike (black)
Plant Dallas
icon.
(COPY).
You will receive an error that says “Material TRWA1000 not maintained in plant DL##”.
In the “Create material BOM: Item: General data” screen, enter the following information:
Attribute
Component
Click on
Description
Number of the components that you enter.
Data Value
Your Touring Aluminum Wheel Assembly
(ENTER).
You will receive an error that says “Material not maintained in plant DL##”.
Repeat this to add all of your raw materials to your deluxe touring bike (black) bill of materials.
In the “Create material BOM: general Item Overview” screen, click on the
icon.
You will receive a message that says “Creating BOM for material DXTR10##”.
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Phase V – Material Planning
CASE STUDY
V.3.4: Create Product Routing
Description: In Phase IV, you created a Product Routing for your Deluxe Touring Bike (red)
Finished Good. In this step, you will follow the same procedure to create a Product Routing for your
Deluxe Touring Bike (black).
Navigation: Logistics ► Production ► Master Data ► Routings ► Routings ► Standard Routings ►
Create
Tasks and Data Entry:
In the “Create Routing: Initial Screen” screen, enter the following information:
Attribute
Material
Plant

Description
Alphanumeric key uniquely identifying the material.
Key uniquely identifying a plant.
Data Value
Your Deluxe Touring Bike (black)
Your Plant Dallas
Make sure to clear the “group” field in the “Create Routing: Initial Screen” before creating the
DXTR10## routing.
(COPY FROM…).
Click on
In the “Select Type” pop-up, click on the
icon.
You are in the “Create Using Copy Function: Select Object to be Copied” pop-up,
Enter the following information:
Attribute
Material
Plant
Click on
Description
Alphanumeric key uniquely identifying the material.
Key uniquely identifying a plant.
Data Value
Deluxe Touring Bike (black)
Plant Dallas
(CONTINUE (ENTER)).
In the “Create Routing: Header Data Check” screen, enter the following information:
Attribute
Status
Click on
Description
You use the status key to indicate the processing status of a task list.
Data Value
Released (general)
(ENTER).
You will receive an error that says “Work center ASSY10## does not exist in plant DL##”.
In the “Create Routing: Operation – Check” screen, enter the following information:
Attribute
Work center
© SAP AG
Description
Key identifying the work center.
Data Value
Your DL Assembly
Page 11
Phase V – Material Planning
Click on
(ENTER).
In the “Information” pop-up, click on the
Click on
CASE STUDY
icon.
(CONTINUE (ENTER)).
You will receive a message that says “Enter standard value Setup”.
In the “Create Routing: Operation – Check” screen, click on the
icon.
You will receive a message that says “Enter standard value Setup”.
Click on
(ENTER).
Repeat this to add the rest of your work centers to your deluxe touring bike (black) product routing.
In the “Create Routing: Operation Overview” screen, click on the
icon.
You will receive a message that says “Routing was saved with group and material DXTR10##”.
© SAP AG
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Phase V – Material Planning
CASE STUDY
V.3.5: Create Vendors
Description: In Phase II, you created a Vendor from whom you purchased Trading Goods. In this
step, you will follow the same procedure to create two Vendors from whom you will purchase Raw
Materials.
Navigation: Logistics ► Materials Management ► Purchasing ► Master Data ► Vendor ► Central
► Create
Tasks and Data Entry:
In the “Create Vendor: Initial Screen” screen, enter the following information:
Attribute
Vendor
Company Code
Description
Identifies a vendor.
Organizational unit within financial
accounting.
PurchasingOrganization Purchasing Organization
Account group
A classifying feature within vendor master
records.
Reference Vendor
Vendor account that you want to use as a
reference.
Company code
Here you enter the company code you want
to use as a reference during creation.
Reference
Organizational unit that negotiates general
PurchasingOrganization conditions of purchase for a plant or plants.
Click on
Data Value
1050##
Your Global Bike Inc.
Your GBI US
Vendor (int.number assgnmnt)
105000
Global Bike Inc.
GBI US
(ENTER).
In the “Create Vendor: Accounting information Accounting” screen, click on the
icon.
You will receive a message that says “Vendor has been created for company code US##”.
In the “Create Vendor: Initial Screen” screen, enter the following information:
Attribute
Vendor
Reference Vendor
Click on
Description
Identifies a vendor.
Vendor account that you want to use as a reference when creating.
Data Value
1100##
110000
(ENTER).
In the “Create Vendor Accounting information Accounting” screen, click on the
icon.
You will receive a message that says “Vendor has been created for company code US##”.
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Phase V – Material Planning
CASE STUDY
V.3.6: Create Product Groups
Description: You will create Product Groups by copying from Company Code US00.
A Product Group (sometimes known as a product family) is a collection of Finished Goods with
similar planning characteristics or manufacturing processes. Aggregating products into Product
Groups allow efficiencies in both forecasting demand and planning production.
You will create the
 Bicycle Product Group (PG-BIKE0##) consisting of
 Off-Road Bike Product Group (PG-ORBK0##), Touring Bike Product Group (PGTRBK0##), and Deluxe Touring Bike Product Group (PG-PRTR0##)
You will specify the three components of the Deluxe Touring Bike Product Group (black version,
silver version, and red version). GBI has determined that demand is split as follows: Black = 40%,
Silver = 30%, and Red = 30%.
Navigation: Logistics ► Production ► SOP ► Product Group ► Create
Tasks and Data Entry:
In the “Create Product Group: Initial Screen” screen, enter the following information:
Attribute
Product Group
Product Group Description
Plant
Base Unit
Members
Click on
Description
Customer defined name used for
classifying inventory items into logistic
units of similar products.
Group Description
Plant for the product group.
Unit in which stocks are managed.
Members are materials or product groups.
Data Value
PG-BIKE0##
0## Product Group Bicycles
Your Plant Dallas
each
Product groups
(ENTER).
In the “Information” pop-up, click on the
icon.
You will receive a message that says “Master data created for product group PG-BIKE0## in plant”.
You are in the “Create Product Group: Maintain Members (Product Groups)” screen
Enter the following information:
Attribute
Member Number
Plant
Aggregation Factor
Proportion
© SAP AG
Description
Identifies a product group member.
Key uniquely identifying a plant.
Determines how the quantities of
the planning object are weighted.
Percentage value that defines the
proportion of the planning level
represented by this planning object.
Data Value
PG-ORBK0##
Your Plant Dallas
1
40
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Phase V – Material Planning
CASE STUDY
UoM MTyp
Short Text
Unit of measure.
Short description of the member.
each
0## Product Group OffRoad Bicycles
Member Number
Plant
Aggregation Factor
Identifies a product group member.
Key uniquely identifying a plant.
Determines how the quantities of
the planning object are weighted.
Percentage value that defines the
proportion of the planning level
represented by this planning object.
Unit of.
Short description of the member.
PG-TRBK0##
Your Plant Dallas
1
Proportion
UoM MTyp
Short Text
Click on
60
each
0## Product Group Touring
(ENTER).
You will receive a message that says “Master data created for product group PG-TRBK0## in plant”.
Double-click on PG-TRBK0##.
In the “Define Members Type” pop-up, enter the following information:
Attribute
Members should be:
Click on
Description
Whether the members are materials or product groups.
Data Value
Product groups
(CONTINUE (ENTER)).
You are in the “Create Product Group: Maintain Members (Product Groups)” screen.
Enter the following information:
Attribute
Member Number
Plant
Aggregation Factor
Proportion
UoM MTyp
Short Text
Member Number
Plant
Aggregation Factor
© SAP AG
Description
Identifies a group member.
Key uniquely identifying a plant.
Determines how the material
consumption quantities of the
planning object are weighted.
Value that defines the proportion
of the planning level represented
by this planning object.
Unit of measure in which stocks
of the material are managed.
Short explanatory description of
the product group member.
Data Value
PG-DXTR0##
Your Plant Dallas
1
Identifies a group member.
Key uniquely identifying a plant.
Determines how the material
consumption quantities of the
planning object are weighted.
PG-PRTR0##
Your Plant Dallas
1
70
each
0## Product Group Deluxe Touring Bicycle
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Phase V – Material Planning
Proportion
UoM MTyp
Short Text
Click on
CASE STUDY
Value that defines the proportion
of the planning level represented
by this planning object.
Unit of measure in which stocks
of the material are managed.
Short explanatory description of
the product group member.
30
each
0## Product Group Professional Touring
(ENTER).
In the “Information” pop-up, click on the
icon.
You will receive a message that says “Master data created for product group PG-TRBK0## in plant”.
You are in the “Create product Group: Maintain Members (Product Groups)” screen.
Double-click on PG-PRTR0##.
In the “Define Members Type” pop-up, make sure materials is selected and click on the
icon.
In the “Create Product Group: Maintain Members (Materials)” enter the following information:
Attribute
Member Number
Plant
Aggregation Factor
Proportion
Member Number
Plant
Aggregation Factor
Proportion
Member Number
Plant
Aggregation Factor
Proportion
Click on
(ENTER).
Click on
(BACK).
Description
Identifies a product group member.
Key uniquely identifying a plant.
Determines how the material consumption
quantities of the planning object are weighted.
Percentage value that defines the proportion of the
planning level represented by this planning object.
Data Value
PRTR10##
Original Plant Dallas
1
Identifies a product group member.
Key uniquely identifying a plant.
Determines how the material consumption
quantities of the planning object are weighted.
Percentage value that defines the proportion of the
planning level represented by this planning object.
PRTR20##
Original Plant Dallas
1
Identifies a product group member.
Key uniquely identifying a plant.
Determines how the material consumption
quantities of the planning object are weighted.
Percentage value that defines the proportion of the
planning level represented by this planning object.
PRTR30##
Original Plant Dallas
1
40
30
30
You are in the “Create Product Group: Maintain Members (Product Groups)” screen.
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Phase V – Material Planning
CASE STUDY
Double-click on PG-DXTR0##.
In the “Define Members Type” pop-up, click on the
icon.
In the “Create Product Group: Maintain Members (Materials)” screen, enter the following information:
Attribute
Member Number
Plant
Aggregation Factor
Proportion
Description
Identifies a product group member.
Key uniquely identifying a plant.
Determines how the quantities are weighted.
Value that defines the proportion of the
planning level represented by this object.
Data Value
Your Deluxe Touring Bike (black)
Your Plant Dallas
1
40
Member Number
Plant
Aggregation Factor
Proportion
Identifies a product group member.
Key uniquely identifying a plant.
Determines how the quantities are weighted.
Defines the proportion of the planning level.
Your Deluxe Touring Bike (silver)
Original Plant Dallas
1
30
Member Number
Plant
Aggregation Factor
Proportion
Identifies a product group member.
Key uniquely identifying a plant.
Determines how the quantities are weighted.
Defines the proportion of the planning level.
Your Deluxe Touring Bike (red)
Your Plant Dallas
1
30
Click on

(ENTER).
If you get an error saying material does not exist, make sure you have created the material from
previous exercises and make sure you are entering the correct plant.
Click on
(BACK).
In the “Create Product Group: Maintain Members (Product Groups)” screen, click on the
icon.
Double-click on PG-ORBK0##.
In the “Define Members Type” pop-up, click on the
icon.
In the “Create Product Group: Maintain Members (Materials)” screen, enter the following information:
Attribute
Member Number
Plant
Aggregation Factor
Proportion
Description
Identifies a product group member.
Key uniquely identifying a plant.
Determines how the quantities are weighted.
Percentage value that defines the proportion of the
planning level represented by this planning object.
Data Value
ORMN10##
Original Plant Dallas
1
65
Member Number
Identifies a product group member.
ORWN10##
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Phase V – Material Planning
Plant
Aggregation Factor
Proportion
Key uniquely identifying a plant.
Determines how the quantities are weighted.
Percentage value that defines the proportion of the
planning level represented by this planning object.
CASE STUDY
Original Plant Dallas
1
35
Click on
(ENTER).
Click on
(SAVE). You will receive a message that says “Product group created”.
© SAP AG
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Phase V – Material Planning
CASE STUDY
Part V.4 – Process Execution
Enterprise
Structure
Rules and
Parameters
Master Data
Process
Execution
Table of Contents
V.4.1: Create SOP Plan ............................................................................................................20
V.4.2: Disaggregate SOP ..........................................................................................................21
V.4.3: Transfer Plans ................................................................................................................24
V.4.4: Complete MRP Runs ......................................................................................................25
V.4.5: Complete MPS Run ........................................................................................................26
V.4.6: Convert Planned Order ...................................................................................................27
V.4.7: Convert Purchase Requisition.........................................................................................28
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Phase V – Material Planning
CASE STUDY
V.4.1: Create SOP Plan
Description: This is the first of seven steps to test your Material Planning process.
You will input your sales and production plans for the next three months at the aggregated (Product
Group) level.
Navigation: Logistics ► Production ► SOP ► Planning ► For Product Group ► Change
Tasks and Data Entry:
In the “Change Plan: Initial Screen” screen, enter the following information:
Attribute
Product Group
Click on the
Description
Customer defined name used for classifying
inventory items into logistic units of similar products.
Data Value
PG-BIKE0##
icon.
In the “Change Rough-Cut Plan” screen, enter the following information:
Planning table
Sales
Production
Target stock level
Click on
© SAP AG
Current Month
1200
2000
800
Next Month
1200
1200
800
Two Months from Now
850
650
600
(SAVE). You will receive a message that says “Plan saved under version number A00”.
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Phase V – Material Planning
CASE STUDY
V.4.2: Disaggregate SOP
Description: This is the second of seven steps to test your Material Planning process.
You will disaggregate the Product-Group level production plan into Product-level quantities. The
disaggregation percentages were entered when you created the Product Groups.
.
Navigation:
Logistics ► Production ► SOP ► Disaggregation ► Break Down PG Plan
Tasks and Data Entry:
In the “Change Plan: Initial Screen” screen, click on the
In the “Change Plan: Initial Screen” pop-up, click on the
In the “Change Rough-Cut Plan” screen, click on the
icon.
icon.
icon.
In the “Macro Selection” pop-up, enter the following information:
Attribute Description
Macros
A mathematical operation made
up of a sequence of instructions.
Click on
Data Value
Disaggregate Production -> Production
(CONTINUE (ENTER)).
In the “Change Rough-Cut Plan” screen click on the
icon.
You will receive a message that says “Plan saved under version A00”.
In the “Change Plan: Initial Screen” screen, enter the following information:
Attribute
Product group
Click on
Description
Uniquely identifies a product group.
Data Value
Your Product Group OffRoad Bicycles
(ACTIVE VERSION).
In the “Change Plan: Initial Screen” pop-up, click on the
In the “Change Rough-Cut Plan” screen, click on the
icon.
icon.
In the “Macro Selection” pop-up, enter the following information:
Attribute Description
Macros
A mathematical operation made
up of a sequence of instructions.
© SAP AG
Data Value
Disaggregate Production -> Production
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Phase V – Material Planning
Click on
CASE STUDY
(CONTINUE (ENTER)).
In the “Change Rough-Cut Plan” screen click on the
icon.
You will receive a message that says “Plan saved under version A00”.
In the “Change Plan: Initial Screen” screen, enter the following information:
Attribute
Product group
Click on
Description
Uniquely identifies the product group.
Data Value
Your Product Group Touring
(ACTIVE VERSION).
In the “Change Plan: Initial Screen” pop-up, click on the
In the “Change Rough-Cut Plan” screen, click on the
icon.
icon.
In the “Macro Selection” pop-up, enter the following information:
Attribute Description
Macros
A mathematical operation made
up of a sequence of instructions.
Click on
Data Value
Disaggregate Production -> Production
(CONTINUE (ENTER)).
In the “Change Rough-Cut Plan” screen click on the
icon.
You will receive a message that says “Plan saved under version A00”.
In the “Change Plan: Initial Screen” screen, enter the following information:
Attribute
Product group
Click on
Description
Uniquely identifies the product group.
Data Value
Your Product Group Deluxe Touring Bicycle
(ACTIVE VERSION).
In the “Change Plan: Initial Screen” pop-up, click on the
In the “Change Rough-Cut Plan” screen, click on the
icon.
icon.
In the “Macro Selection” pop-up, enter the following information:
Attribute Description
Macros
A mathematical operation made
up of a sequence of instructions.
© SAP AG
Data Value
Disaggregate Production -> Production
Page 22
Phase V – Material Planning
Click on
CASE STUDY
(CONTINUE (ENTER)).
In the “Change Rough-Cut Plan” screen click on the
icon.
You will receive a message that says “Plan saved under version A00”.
In the “Change Plan: Initial Screen” screen, enter the following information:
Attribute
Product group
Click on
Description
Uniquely identifies the product group.
Data Value
Your Product Group Professional Touring
(ACTIVE VERSION).
In the “Change Plan: Initial Screen” pop-up, click on the
In the “Change Rough-Cut Plan” screen, click on the
icon.
icon.
In the “Macro Selection” pop-up, enter the following information:
Attribute Description
Macros
A mathematical operation made
up of a sequence of instructions.
Click on
Data Value
Disaggregate Production -> Production
(CONTINUE (ENTER)).
In the “Change Rough-Cut Plan” screen click on the
icon.
You will receive a message that says “Plan saved under version A00”.
© SAP AG
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Phase V – Material Planning
CASE STUDY
V.4.3: Transfer Plans
Description: This is the third of seven steps to test your Material Planning process.
You will transfer your disaggregated production plans to SAP’s demand management.
Navigation: Logistics ► Production ► SOP ► Disaggregation ► Transfer PG to Demand
Management
Tasks and Data Entry:
In the “Transfer Planning Data to Demand Management” screen, enter the following information:
Attribute
Product group
Version
Production plan for
material or PG
members
From
To
Requirements type
Invisible transfer
Description
Identifies the product group.
Number of the planning for version
for an information structure.
The production plan of the product
group will be adopted.
Data Value
Your Product Group Bicycles
Active Version
Date on which the period is to start
Date on which the period to end
Determines the planning strategy.
Specifies that you do not see the
independent requirement quantities
for SOP data transferred to Demand
Management
First Day of Current Month
Last Day of Month Two Months Later
Make-to-stock production
Deselected
Click on
(TRANSFER NOW).
Click on
(SAVE) for each of the materials.
© SAP AG
Selected
Page 24
Phase V – Material Planning
CASE STUDY
V.4.4: Complete MRP Runs
Description: This is the fourth of seven steps to test your Material Planning process.
You will execute the MRP runs against the disaggregated plan. GBI management prefers to have
MRP create planned purchase orders – rather than purchase requisitions – to streamline their Material
Planning process.
Navigation: Logistics ► Production-Process ► Production Planning ► MPS ► MPS ► Single-Item,
Interactive
Tasks and Data Entry:
In the “Single-Item Planning – Interactive -” screen, enter the following information:
Attribute
Material
Product group
Create purchase req.
Description
Key uniquely identifying materials.
With this indicator, the members of the product
group entered above are listed and can be
selected for displaying purposes.
For materials procured externally, this
indicator controls whether the system creates
purchase requisitions or planned orders and
how they are handled.
Data Value
Your Product Group Bicycles
Selected
Planned Orders
Click on
(ENTER). You will receive a message that says “Please check input parameters”.
Click on
(ENTER).
In the “Product Group PG-BIKE0## DL##” pop-up, follow the following path:
PG-TRBK## ► PG-DXTR0## ► DXTR10##

You need to double-click on DXTR10##
In the “Planning Result: Individual Lines” screen, click on the
Click on
© SAP AG
icon.
(SAVE). You will receive a message that says “MRP carried out for DXTR10## DL##”.
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Phase V – Material Planning
CASE STUDY
V.4.5: Complete MPS Run
Description: This is the fifth of seven steps to test your Material Planning process.
You will execute the MPS runs against the disaggregated plan. GBI management prefers to have MPS
create planned purchase orders – rather than purchase requisitions – to allow management oversight of
their Material Planning process.
Navigation: Logistics ► Production-Process ► Production Planning ► MPS ► MPS ► Single-Item,
Multi-Level
Tasks and Data Entry:
In the “Single-Item, Multi-Level” screen, enter the following information:
Attribute
Material
Description
Identifies materials.
Plant
Create purchase req.
Identifies the plant to run MPS in.
For materials procured externally, this indicator
controls whether the system creates purchase
requisitions or planned orders and how they are
handled.
How procurement proposals from the last planning run
are to be dealt with.
Components contained in the bill of material are
planned even if they are not changed.
Planning mode
Also plan unchanged
components
Data Value
Your Deluxe
Touring Bike (black)
Your Dallas Plant
Purchase
requisitions
Delete and recreate
planning data
Selected
Click on
(ENTER). You will receive a message that says “Please check input parameters”.
Click on
(ENTER).
© SAP AG
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Phase V – Material Planning
CASE STUDY
V.4.6: Convert Planned Order
Description: This is the sixth of seven steps to test your Material Planning process.
MPS created a planned production order for Deluxe Touring Bikes (black). In this step, you convert
your planned production order into a production order.
Navigation: Logistics ► Materials Management ► Material Requirements Planning (MRP) ► MRP ►
Evaluations ► Stock/Reqmts List
Tasks and Data Entry:
In the “Stock/Requirements List: Initial Screen” screen, click on the “Collective access” tab.
Click on Product group.
Click on
(ENTER).
In the “Stock/Requirements List: Material List” screen, double-click on DXTR10##.
In the “Stock/Requirements List” screen, click on the
icon next to the first planned order.
In the “Additional data for MRP Element” pop-up, click on the
icon.
You will receive a message that says “Release carried out”.
In the “Production order Create: Header” screen, click on the
icon.
You will receive a message that says “Order number saved”.
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Phase V – Material Planning
CASE STUDY
V.4.7: Convert Purchase Requisition
Description: This is the last of seven steps to test your Material Planning process.
MRP created purchase requisitions for all raw materials required to manufacture Deluxe Touring
Bikes (black). In this step, you convert your purchase requisitions into purchase orders, associate each
purchase order with a vendor, and add a purchase price.
Navigation: Logistics ► Materials Management ► Material Requirements Planning (MRP) ► MRP ►
Evaluations ► Stock/Reqmts List
Tasks and Data Entry:
In the “Stock/Requirements List: Initial Screen” screen, enter the following information:
Attribute Description
Material
Alphanumeric key uniquely identifying the material.
Click on
Data Selection
Your Touring Frame-Black
(ENTER).
In the “Stock/Requirements List” screen, click on the
icon next to the first purchase requisition.
In the “Additional Data for MRP Element” pop-up, click on the
icon.
You will receive an error message that says “Enter Purchasing Org.”.
In the “Create Purchase Order” screen, enter the following information:
Attribute
Vendor
Purch. Org.
Company Code
Description
Number of the vendor.
Denotes the purchasing organization.
The company code is an organizational
unit within financial accounting.
Data Value
Your Space Bike Composites
Your Purchasing Organization
Your Company Code
Click on your purchase requisition number on the left side of the screen.
Click on the
(ADOPT) icon. You will receive an error that says “Net price must be greater than 0”.
Enter the following information:
Attribute
Net Price
Click on
Description
Net price per price unit.
Data Value
200
(SAVE).
In the “Save Document” pop-up, click on the “Save” icon.
© SAP AG
Page 28
Phase V – Material Planning
CASE STUDY
You will receive a message that says “Standard Po created under the number”.
In the “Stock/Requirements List” screen, click on the
icon.
In the “Stock/Requirements List: Initial Screen” screen, enter the following information:
Attribute Description
Material
Alphanumeric key uniquely identifying the material.
Click on
Data Value
Your Touring Seat Kit
(ENTER).
In the “Stock/Requirements List” screen, take note of the first purchase requisition number.
Click on
(BACK).
In the “Stock/Requirements List: Initial Screen” screen, enter the following information:
Attribute Description
Material
Alphanumeric key uniquely identifying the material.
Click on
Data Value
Your Touring Handle Bar
(ENTER).
Take note of the first purchase requisition number
In the “Stock/Requirements List” screen, click on the
icon next to the first purchase requisition.
In the “Additional Data for MRP Element” pop-up, click on the
icon.
You will receive an error message that says “Enter Purchasing Org.”
In the “Create Purchase Order” screen, enter the following information:
Attribute
Vendor
Purch. Org.
Company Code
Click on
Description
Number of the vendor.
Denotes the purchasing organization.
The company code is an organizational
unit within financial accounting.
Data Value
Your Fun N the Sun Seats N Bar
Your Purchasing Organization
Your Company Code
(SELECTION VARIANT).
Click on Purchase Requisitions.
In the “Purchasing Requisitions” screen in the, clear out all contents except “Max. no. of hits”.
Click on
(EXECUTE).
In the “Create Purchase Order” screen, click on your requisition number for the touring seat kit.
Click on
© SAP AG
(ADOPT). You will receive an error that says “Net price must be greater than 0”.
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Phase V – Material Planning
CASE STUDY
Click on the your purchase requisition number for the touring handle bars.
Click on
(ADOPT). You will receive an error that says “Net price must be greater than 0”.Enter the
following information:
Attribute
Seat Kit Net Price
Handle Bar Net Price
Click on
Description
Net price per price unit
Net price per price unit
Data Value
50
25
(SAVE).
In the “Save Document” pop-up, click on the “Save” icon.
You will receive a message that says “Standard PO created under the number”.
© SAP AG
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