IRT340 - Supply Chain Execution

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© SAP AG IRT340 0-1

SAP AG 2003

IRT340 Supply Chain ExecutionFS310 Inkasso/Exkasso

THE BEST RUN BUSINESSES RUN SAP

© SAP AG 2003

IRT 340

Supply Chain Execution

R/3 System

Release 4.7 / SAP Retail

Col.33

50062343

C Contact for Buying Any SAP Module Materials: [email protected] Visit: www.sapfans.co.nr




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Copyright 2003 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted inany form or for any purpose without the express permission of

SAP AG. The information contained herein may be changed

without prior notice.

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SAP AG 1999

Required:

IRT100 Retail Process Overview

IRT310 Retail Master Data

Course Prerequisites





SAP AG 1999

Target Group

Participants:Members of project teams and consultants responsible

for configuring supply chain management processes for adistribution center

Duration: 3 days

User notes

These training materials are not a teach-yourself program. They compliment the explanationsprovided by your course instructor. Space is provided on each page for you to note down additional

information.

There may not be sufficient time during the course to complete all the exercises. The exercises provide

additional examples that are covered during the course. You can also work through the examples in your

own time to increase your understanding of the topic.





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Course Goals

Course Objectives

Course Content

Course Overview Diagram

Main Business Scenario

Contents:

Course Overview







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At the conclusion of this course, you will be able to:

Carry out the goods receipt and goods issueprocesses, explain inventory management, and

name the special features of merchandise

distribution

Set up the necessary master data and make the

necessary settings in Customizing

Create a number of variants of these processes to

meet your individual requirements

Course Objectives





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Unit 5 Goods Issue Process

Unit 6 MerchandiseDistribution

Unit 7 Conclusion

Unit 1 Course Overview

Unit 2 Basic Concepts

Unit 3 Goods Receipt Process

Unit 4 Inventory Management

Preface

Course Content





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Basic Concepts

Goods Receipt Process

Inventory Management

Goods Issue Process

Conclusion7

6

5

4

32

Course Overview1

Course Overview

Merchandise Distribution





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Your company has decided to implement SAP

Retail and you are responsible for optimizing

warehouse processes

Main Business Scenario





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Master data and organizational units

Contents:

Basic Concepts





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Describe the structure of a distribution center inthe SAP Retail system

List the various differences in warehouse

structures

At the conclusion of this unit, you will be able to:

Basic Concepts: Unit Objectives





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Course Overview



Goods Issue Process


Summary7

6

5

4

3

1

Basic Concepts2

Course Overview





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Site

Address

Organizational data

Merchandise categories

Departments

Staging area

Receiving points

...

Storage location (Customizing)

Customer Customer

Vendor Vendor Distribution Center Distribution Center

The Structure of a Distribution Center





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SiteSiteSite

StoragelocationStorageStoragelocationlocation

Warehouse number Warehouse number Warehouse number

MM

Warehouse New York

Store. loc.0001 Store. loc.0002

088

Stock

WM

042

Store. loc.0003

Structures in the Warehouse





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SiteSiteSite

Storage loc.StorageStorage loc loc ..

Warehouse no.Warehouse no.Warehouse no.

MM

Storage type

Door

Staging area

Storage typeStorage type

Door Door

Staging areaStaging area

Areas(optional) Areas Areas(optional)(optional)

Warehouse:New York

088

Door 1 Door 2

Zone A

360

Hall 4

Stock

Aisle 2

WM

Aisle 1

042

902

Storageloc. 0001

Storageloc. 0002

Storageloc. 0003


If stocks are to be managed at storage bin level within a storage location in a distribution center (or site),

you can use the SAP Warehouse Management (WM) function. To do so, you must assign a warehouse

number to the relevant storage location. This represents the entire warehouse structure. Storage locations that have different technical or organizational requirements have different storage

types in the warehouse numbers. For example: GR zone = storage type 902, high rack storage section,

bulk storage, GI zone = storage type 910. To make goods receipt processing and picking easier, you can

define multiple doors and staging areas below a warehouse number.

You can also choose to group neighboring areas within the same storage type. If you choose to make this

grouping on a goods receipts basis, we refer to storage sections. If grouping is created on a picking basis,

we refer to picking areas.





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SiteSiteSite

Storage loc.StorageStorage loc loc ..


MM

Storage type

Door

Staging area


Door Door


Storage binStorage binStorage bin


Warehouse:New York

088

......

Door 1 Door 2

Zone A

360

Hall 4

Stock

12-6-54 4-23-89

Aisle 2

WM

Aisle 1

042

902

Storageloc. 0001

Storageloc. 0002

Storageloc. 0003

Stock


If stocks are to be managed at storage bin level within a storage location in a distribution center (or site),

you can use the SAP Warehouse Management (WM) function. To do so, you must assign a warehouse

number to the relevant storage location. This represents the entire warehouse structure. Storage locations that have different technical or organizational requirements have different storage

types in the warehouse numbers. For example: GR zone = storage type 902, high rack storage area, bulk

storage, GI zone = storage type 910. To make goods receipt processing and picking easier, you can

define multiple doors and staging areas below a warehouse number.

You can also choose to group neighboring areas within the same storage type. If you choose to make this

grouping on a goods receipts basis, we refer to storage scetions. If grouping is created on a picking basis,

we refer to picking areas.

Storage bins are located within areas or within storage types for which no specific areas have been

defined. The storage bins are identified with three character, numeric co-ordinants.





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Staging area 4

Staging area 2

Staging area 3

Staging area 5

Storage type 002

Picking warehouse

Door 5

Door 4

Storage type 001

High rack stor. area

Warehouse

area 1

Warehouse

area 2Staging

area 1

Door 1

Door 2

Picking area 1

Picking area 2

Picking area 3

Storage location 0004

(Distribution

zone)


(Distribution

zone)

Warehouse 030


(Cross-docking)


(Cross-docking)

Storage bins


DC R300DC R300

Structures in the Distribution Center





SAP AG 2003

Describe the structure of a distribution center inthe SAP system

List the various differences in the organizational

structure of a warehouse

You are now able to:

Basic Concepts: Unit Summary





Exercises

Unit: Basic Concepts

Topic: Basic Concepts

At the conclusion of these exercises, you will be able to:

• Create a site structure

• Add a new storage location to your site and assign it to your

WM warehouse.

Your distribution center is assigned a new storage location whichyou need to maintain in your site master data.

1-1 Throughout this course, you will always use distribution center T7##. Familiarize

yourself with some of the details concerning this distribution center.

1-1-1 To which distribution chain does this DC belong?

______________________________________________________

1-1-2 Which purchasing organization can procure articles for this DC and to whichcompany code does it belong?

PO:_________________________________________________

CC:_________________________________________________

1-1-3 What are the table keys for the site’s customer and vendor master records?

Customer________________________________________________

Vendor_______________________________________________

1-1-4 Where do you find out whether this site is a distribution center?

______________________________________________________

______________________________________________________





1-2 Create some more settings for your DC and look at the Customizing settings for this

site, too. The inventory management entries are of particular relevance to you.

1-2-1 Which storage locations already exist for your distribution center?

______________________________________________________

1-2-2 Your distribution center is going to have a new storage location. Create this

storage location using the number 0005 and the description ‘Storage loc. Gr##’.

Save your entries and exit the distribution center.

1-3 Make some more settings for the Warehouse Management.

1-3-1 Which is the highest organizational unit in the WM system? ______________________________________________________

1-3-2 Create a new warehouse number L## in Customizing by copying the warehouse

number T##.

To copy the warehouse number, you must use [Copy, delete, check

warehouse number]

1-4* Go to the IMG: Logistics Execution Warehouse Management Master Data and

look at the details of your new warehouse L##.

1-4-1 Which storage types are already available?

______________________________________________________ ______________________________________________________

______________________________________________________

1-4-2 Which staging areas exist and which doors are they assigned to?

Staging area: Door:

______________________________________________________

______________________________________________________

______________________________________________________

1-4-3 Are there any storage sections in warehouse L##?

______________________________________________________





Solutions



In the solutions the following points are valid:

• You can access the SAP Retail menu using transaction W10T. You

should enter this transaction as a start menu in your user parameters:

System User Profile Own Data, enter ‘W10T’ as a start menu in the ‘User Default’ view.

• If you see the word MENU before a menu path , then you should go tothe Retail menu, the SAP Retail application menu.

You can easily access the Retail menu by going from the SAP Easy

Access SAP Retail using this menu path: Logistics Retail

• If you see the term IMG in front of a menu path then you should go tothe Implementation Guide of the system where you can customize

your settings.To access IMG, you go from the SAP Easy Access SAP Retail and

follow this menu path

Tools Accelerated SAP Customizing Project Processing

SAP Reference- Display IMG (F5)

or use the following transaction

/NSPRO F5 key





Solutions



1-1 Master data Site data Site Display

Field name or data typeValues

Site T7##

1-1-1 Tab Organization/calendar data:

The distribution chain consists of the sales organization and the distribution

channel and is called R300/ R5

Sales organization: R300

Distribution channel: R5

1-1-2 Purchasing organization: R300

Company code: R300

1-1-3 Button [Customer], Customer T7##

Back/F3

Button [Vendor], Vendor T7##

Back/F3

1-1-4 Extras Admin. data

Site cat. B = Distribution center

1-2 Customizing For site

1-2-1 Double click on row: Storage locations

Double click on view name: V_T001L

The following storage locations already exist: 0001, 0002, 0003 and 0004





1-2-2 Table view Display Change

[New entries]

Field name or data type Values

SLoc: 0005

Description Storage location Gr.##

Table view Save

Return to the SAP Easy Access Menu for SAP Retail using the yellow arrow.

1-3 IMG

1-3-1 The highest organizational unit in the WM system is the warehouse number.

1-3-2 IMG: Enterprise Structure Definition Logistics Execution Define,

copy, delete, check warehouse number

[Copy/delete/check warehouse number]

Organizational object Copy org. object


From warehouse number T##

To warehouse number L##

[Enter]

Confirm information by selecting [Enter]

1-4* IMG

Logistics Execution Warehouse Management Master Data

1-4-1 Define storage type

The following storage types are already available for warehouse L##:

005 Fixed bin storage

916 Shipping area deliveries999 Differences

FRM Floor Ready Merchandise





1-4-2 Define Article Staging Areas

Staging area: Door:

Area 001 Door A1

Area 002 Door A1

Area 010 Door A2

1-4-3 Define Storage Sections

No storage sections have been defined in the L## warehouse.





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Confirmation documents

Goods receipt posting

Putaway process in lean WM

Contents:






SAP AG 2003

Carry out the goods receipt process, from thedelivery of the goods to transferring them to the

stock in a storage location.

Set up the delivery process in a lean WM

managed storage location.


Goods Receipt: Unit Objectives





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Course Overview


Goods Issue Process


Summary7

6

5

4

1

Basic Concepts2Goods Receipt Process3

Course Overview





SAP AG 2003

The vendor delivers the ordered goods to you. You

would like to enter both the delivery quantities and

the delivery note data, which can be used at a laterstage to check the deliveries.

When the delivery quantity varies, you want the

goods receipt to be posted in the future only in the

context of specified tolerance limits.

To keep your losses low in your warehouse, the

articles' expiration date should always be entered

and checked when your goods receipts are posted

in future.

Goods Receipt: Business Scenario





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222444

Purchaseorder Purchaseorder

Goods receipt in

distribution center

Goods receipt in

distribution center

111

RequirementsplanningRequirementsplanning

333

Shipping

notification

Shipping

notification

555

Invoice verificationand checkInvoice verificationand check

Vendor Vendor

Distribution center Distribution center

Merchandise flow

Information flow

Business Process (Example)





SAP AG 2003

Describe the confirmation documents, shippingnotification and rough goods receipt.

Set up the confirmation controls as a requirement

for confirmation documents.

At the conclusion of this topic, you will be able to:

Confirmation Documents: Topic Objectives





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Shippingnotification ...Vendor ...

IDES Smart Retailer Inc.IDES Smart Retailer Inc.IDES Smart Retailer Inc.

Purchaseorder ...Vendor ...



Post

Fax

EDI

Inbounddelivery ...Vendor ...

Vendor Vendor

Confirmation Document: Shipping Notification

Shipping notifications are used by vendors to announce the delivery of articles. The vendor sends

information about the delivery date, delivery time, delivery quantities and the articles that are to be

delivered. The shipping notification is based on one or more purchase orders that have been placed with the same

vendor. In SAP Retail, an inbound delivery is created for the shipping notification or in EDI. Inbound

deliveries can be used as reference documents for the (rough) goods receipt that follows.





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Purchase order

Delivery

(see note)

Enter differences in

quantity

Sort purchase order items

Generate count lists

Generate tickets

Create delivery note

Logistics functions

Reference

documentPurchaseorder ...Vendor ...

Delivery ...Vendor ...

Rough GR

Create

delivery note quantity

Confirmation Document for Rough GR

Rough GR is used to identify deliveries, meaning that the items in the delivery documents are assigned

to the items contained in the vendor shipping notification items in the system. Rough GR can only be

used for certain order items that have a specific confirmation code (detailed information for the item forthe relevant order items).

Rough GR can be used for one or more purchase orders or shipping notifications (inbound deliveries). If

a rough GR is created for one or more purchase orders, and if a delivery has already been posted based

on a shipping notification, the user receives notifications.

When a rough GR is posted, a document is also posted. The document has a very similar function to a

delivery notification.

The following options can be used for a rough GR:

- You can enter differences in quantity in delivery notes and purchase orders or delivery

notifications.

- You can sort the items from all the assigned purchase orders for additional online processing using

the same structure as the delivery document from the vendor.

- You can print out a count list for the GR that is to follow.- You can generate (article) sales tickets.

- You can generate goods receipt/issue slips: they can be used as pallet slips.





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Purchase order ...

Vendor ...Suitable confirmation control keyin purchase order item

Confirmation

control key

CustomizingCustomizingCustomizing

Definition

Conf.control

Purchase data

Conf.control

Shipping notification entry allowed?

Rough GR entry allowed?

...

Vendor Vendor ArticleArticle

View: Purchasing

Confirmation Document : Prerequisites

To create a confirmation document (for example, a rough GR) for a purchase order item, you need a

suitable confirmation control key for the purchase order item (item details in the purchase order).

Confirmation control keys are defined in Customizing (see next slide) and entered in the purchase orderitem. If there is already a confirmation control key in the article master purchasing view, it will

automatically become the default value in the purchase order item.

A confirmation control key also may be entered as a default value for article maintenance in the vendor

master data.





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Confirmation sequenceConfirmation sequenceConfirmation sequence

Confirmation control key

Sequence Int. conf. cat.

1 LA

2 GW

3 ...

Confirmation control key

Sequence Int. conf. cat.

1 LA

2 GW

3 ...

Monitoring periodMonitoring period

Reference dateReference date

Controls

for EDI access

Controls

for EDI access

MRP relevanceMRP relevance

GR relevanceGR relevance

GR assignmentGR assignment

Purchase order date +

Delivery date -

Purchase order date +

Delivery date -

Remove confirmation

category as a

result of GR?

Remove confirmation

category as a

result of GR?

Take account of

confirmation

in MRP?

Take account of

confirmation

in MRP?

Assign GR

to current

confirmation?

Assign GR

to current

confirmation?

Ext. confirmation cat.Ext. confirmation cat.Ext. confirmation cat.

Int. confirmation cat.Int. confirmation cat.Int. confirmation cat.

Description

Heading in purchasing list

DescriptionDescription

Heading in purchasing listHeading in purchasing list

Delivery type

Confirmation Control Key: Definition

The confirmation sequence

Contains a confirmation control key that determines which confirmation categories are expected

Determines the sequence in which the confirmation categories for the purchase order items areexpected

Determines the date and time by which the confirmation must have arrived

Determines the relevance for requirements planning and goods receipt.

When you set the inbound delivery indicator with the confirmation control key, you determine that those

purchase orders that contain this confirmation control key should have inbound deliveries created for

them automatically. The inbound delivery document is required for creating putaway transfer orders in

decentralized warehousing systems.

LA and GW are standard internal confirmation categories to which a delivery type must be assigned.

Notification and rough GR are separate documents while the rest of the confirmation categories are not.





SAP AG 2003

Describe the procedure for and various methodsfor processing goods receipts.

Post a goods receipt for a purchase order and

explain how to control goods receipt using a

movement type.

List the results of posting a goods receipt.

Make settings for checks and tolerances for

goods receipt posting.


Goods Receipt: Objectives





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Storagelocation

(Stock type)

Goods receiptGoods receiptGoods receipt

0003

0001

0002

Vendor Vendor


Goods Receipt: Steps Involved





SAP AG 2003

Storagelocation

(Stock type)

Rough goods receiptRough goods receiptRough goods receipt


0003

0001

0002


Vendor Vendor






SAP AG 2003

Storagelocation

(Stock type)

WM

Rough goods receiptRough goods receiptRough goods receipt


0003

0001

Storage bin

0002

PutawayPutawayPutaway


Vendor Vendor


Goods receipt in a site (distribution center or store) can be done in one or two steps.

Single-step procedure:

A (complete) goods receipt (GR) is executed directly. Two-step procedure:

A rough goods receipt (rough GR) is run first, enabling delivery quantities to be entered, and is

followed by a GR.

In both procedures, the merchandise is assigned to a stock type for a storage location at the site that is to

receive the delivery.

If the destination storage location is connected to the SAP Warehouse Management (WM) system,

articles can be assigned to specific storage bins (putaway). You can restrict the putaway procedure to

individual storage sections (= a group of several storage bins within the same storage type for putaway).





SAP AG 2003

Purchase order

Inbound delivery

(possible note)

Rough GR

(possible notes)

Outbound delivery

No reference

Logistics

functionalities

Reference

documentPurchase

order ...Vendor ...

Inbounddelivery ...Vendor ...

Goods receipt

Searching thecorresponding purchase

orders using:

- article number

- EAN

- vendor

- ...

Checking and

monitoring:

- quantities (tolerances)

- expiration dates

- EAN

Entering returnabletransport packaging

Batch handling

Entering free deliveries

Return deliveries to

vendors

...

Goods Receipt: Reference and Functionality

You can create a GR (goods receipt) for a purchase order, shipping notification, or rough GR. The user

will be alerted if a GR is created for a purchase order and a delivery notification or rough GR already

exists. The advantages of goods receipt processing with reference documents are:

The goods receiving department can check if the delivery actually contains the merchandise that was

delivered;

When the goods receipt is being created, data for the reference document is proposed by the system.

This makes it easier to create the goods receipt and also monitor the development of the goods receipt;

The GR data is updated in purchase order development and vendor evaluation. The means that

associates can monitor purchase order development, trigger the dunning procedure, and ensure that

quantities and deadlines are adhered to;

The relevant purchaser is automatically informed about GR using SAPmail.

The incoming invoice is used to check the quantity ordered against the actual delivered quantity.

It is also possible to post goods receipt without a reference document for a document that has been

created previously in the system. This allows you to subsequently generate a purchase order therebyallowing you to use invoice verification at a later date.

At GR, you can also run checks and monitoring (for example, for delivered quantities, expiration dates,

shipping instructions, EAN).

Additional features of GR in SAP Retail include the creation of returnable transport packaging as special

stock and handling batch articles, setting up free deliveries and returns to the vendor. Returnable

transport packaging is transport equipment, for example, a carton, or an empty, such as bottles.





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Non-stock articles

Cost center

Project

Others

Blocked stock BWA 101 (S)

Stock in quality inspection BWA 101 (X)

Unrestricted-use stock BWA 101

GR blocked stock BWA 103

non-valuatednonnon--valuatedvaluated

valuatedvaluatedvaluated

Consumption

Provisionally

accepted

Stock

Goods receiptGoods receipt

Goods Receipt for Purchase Orders

Goods receipt is a form of goods movement.

An article can either be used or placed in stock, following goods receipt, or a GR can be blocked. When

entering a goods movement in the system, you must enter a movement type to differentiate between thedifferent types of goods movements. The goods movement type is a three-character key that is used to

identify a goods movement.

For each goods receipt, you decide which stock to post the quantity. The stock is important for

determining availability of stock in requirements planning and also for picking in inventory

management. A goods receipt in the warehouse can be posted to three valuated stock types:

- Unrestricted-use stock

- Stock in quality inspection (may be used for requirements planning, but not for picking)

- Blocked stock (cannot be used for requirements planning and not available for picking)

Movement type 101 is always used for goods receipt quantities from purchase orders that are to be put

into valuated stock. The individual stock types are distinguished by their stock indicator, which you can

enter in the item screen of goods receipt processing.

Merchandise accepted provisionally (for example, damaged articles or unexpected deliveries) is postedto GR blocked stock.





SAP AG 2003

Article

doc.

Accounting

document

IssuesReceipts

Goods

movement

Article and accounting documents are generated

at the same time as the goods movement takes place.

Article and accounting documents are generated

at the same time as the goods movement takes place.

WarehouseWarehouse

Goods Movements Documents

Even when inventory management is computerized, documentation is necessary. A document serves as

proof of a change in stock levels. Documents are saved in the system.

An article document is produced in the SAP system as proof of a change in stock levels. At least one account document is created in addition to the article document if an article movement

process affects stock valuation.

As soon as a goods movement is posted to the system, quantity, article, movement type and

organizational level cannot be changed. However, some changes can still be made to text fields. If you

need to make corrections, a new document must be created. The document containing the errors must

first be canceled.

An article document is created so that the process can be recorded Accounting documents are only

created when there is a change in stock valuation (for example, with stock transfers from one plant to

another).

The article and accounting documents are separate from one another. The article document can be

distinguished by its article document number and year. The accounting document can be distinguished

by the company code, the accounting document number and the fiscal year.. The company code to whichthe accounting document has been posted is derived from the plant in which the goods movement took

place.





SAP AG 2003

Message tosold-to party(optional)

Updatingstock andconsumptionaccounts

Transferrequirement for WM (if this isactive)

Transactiondocument

Printing(optional)

Opening aninspection lot totrigger qualityinspection

UpdateUpdatepurchasepurchase

orderorder

Goods receipt

Value andquantity updateArticleArticle

master master

Articledocument

GR slip

WMWM

QMQM

Statistical

update

The Results of a Goods Receipt

FI docu

This slide gives you an overview of the results of goods receipts creation with reference to a purchase

order.





SAP AG 2003

Purchaseorder


Rough GRInbound

delivery

Delivery

notification

Delivery

note ...

FI doc.

Article

doc.

Documents from the Purchase Order to the GR

A goods receipt should always be posted based on a purchase order (in exceptional cases, you can also

post a goods receipt without a reference, however, a purchase order will be needed if you need an

invoice verification at a later stage). The goods receipt always creates an article document and an FIdocument.

In addition, you can create more vendor confirmation documents (delivery notification, delivery note) in

the system. For each purchase order item, you can decide on the confirmation control key and which

documents you are expecting from the vendor for this purchase order item.

When using confirmation documents, you should always consider which documents are really necessary

so that you do not overload the system.





SAP AG 2003


Art. 3214 20 PC Art. 5110 15 PC

FI doc.

Articledoc.

Goods receipt

Returns

Item 1: Movement type 101

New PO


...


CustomizingCustomizingCustomizing

Movement type 161:

Create purchase order

Movement type 161:

Create purchase order

For item 6

(with return indicator)

R

Returns with Automatic Purchase OrderGeneration

In the case of unplanned returns to vendors, the goods issues (negative goods receipts) are posted

without a reference document. Depending on your settings in Customizing that define whether an item

allows a PO to be created, a purchase order is created for an item in the background which can then beused for invoice verification. The article returns can be posted during the goods receipt process. In this

case, the purchase orders for which the goods receipt was posted and the purchase order containing the

return items are combined into one article document (possibly under an external delivery note number).

During invoice verification, the system takes account of a credit memo against the vendor. You can post

the return without first creating a reference document (for example, a purchase order).

A return order is created for the planned vendor return. The vendor is therefore information about the

return and can schedule capacity, as required, for the returned merchandise. (NB: this situation is not

shown in the slide).





SAP AG 2003

Post GR

PO GR quantity

1000 PC 900 PC

System message• Error

• Warning

• None

System messageSystem message•• Error Error

•• WarningWarning

•• NoneNone

Underdelivery

tolerance

Overdelivery

tolerance

15 %

10 %

Purchase order 345688..Vendor 309089.... .... Art. 55421 1000 PC

Art. 56334 10 CAR

Art. 73452 50 PAL

• •

• •

Tolerances

not

adhered to ?

ArticleArticle

Vendor Vendor

SiteSite

Default "delivery completed"

indicator?

Default "delivery completed"Default "delivery completed"

indicator?indicator?

Tolerance Limits and "Delivery Completed"Indicator

For each item, the system checks whether there are discrepancies between the PO and the article master

data during the GR processing.

In Customizing, you can decide whether each site should have a defaulted "delivery completed"indicator for goods receipt as long as the quantity delivered is within the under/overdelivery tolerances.

The "delivery completed" indicator produces the following effects:

The PO item is considered closed, even if the full quantity ordered has not been delivered.

Although a delivery is not expected, it is still possible.

In the next goods receipt, the item will not be defaulted as being a marked item on the selection list.

The PO item can be deleted, even if the full quantity ordered has not been delivered.

If an underdelivery lies outside the tolerances, you can set the indicator manually either in the goods

receipt or in the PO item so that the PO item is viewed as being a completed delivery.





SAP AG 2003

Shelf life expiration datecheck activated ?Shelf life expiration dateShelf life expiration datecheck activated ?check activated ?

Enter/check

expiration date/

date of production ?

Enter/checkEnter/check

expiration date/expiration date/

date of production ?date of production ?

Movement typeMovement typeMovement type

System message

• Error

• Warning

• None

System messageSystem message

•• Error Error

•• WarningWarning

•• NoneNone

ED Date of

manufacture

Actual ED =

date of production

+ total shelf life

Record goods receipt

Actual ED < planned ED?

Actual ED

is determined

Planned ED =

posting date

+ remaining shelf life

Total shelf life

Remaining shelf life

50 days

30 days

SiteSite

ArticleArticle

Shelf Life Expiration Date Check

An article's expiration date can only be checked if:

- The minimum remaining shelf life is maintained in the article master record

- The shelf life expiration date check has been activated in the site - The shelf life expiration date check has been activated for the type of movement (goods receipt)

If the shelf life expiration date check has been activated, then at the goods receipt stage you must:

- Enter the expiration date or

- Enter the production date if a total shelf life has already been entered for the article.

At the goods receipt stage, the system checks whether the remaining shelf life is sufficient. If it is not

sufficient, then depending on the settings of the system, a warning or error message will appear.

When the goods receipt is posted, the expiration date is recorded in the article document.

When the expiration date is calculated, you can set a rounding rule in the article master which

determines whether:

- You round to the beginning of the period

- You round to the end of the period

- Not at all.





SAP AG 2003

PO historyupdated

GR blockedstock updated

OR

Released to warehouse

Return to vendor


Goods accepted provisionallyGoods accepted provisionally

(GR blocked stock)(GR blocked stock)

Posting Goods Receipt to GR Blocked Stock

Merchandise accepted provisionally (for example, damaged articles or unexpected deliveries) is posted

to GR blocked stock. This means:

- Quantities are posted to the stock- No article evaluation is carried out

- The transaction is recorded in the PO history. If the acceptance conditions are fulfilled, then the

article can be released and evaluated.

If the merchandise has to be returned to the vendor, then it can be taken out of the GR blocked stock and

sent back to the vendor. An article document is created in this process and the PO history updated.

Articles released from the GR blocked stock can be transferred to the following stocks:

- Restricted-use stock

- Unrestricted-use stock

- Stock in quality inspection

- Blocked stock (valuated)

These are the results of releasing articles from the GR blocked stock:

- Article and FI documents are created- The entire valuated stock is updated

- PO and the PO history are updated

- The G/L accounts are updated





SAP AG 2003

Set up a lean WM system in your warehouse.

Use lean WM for putaway and create a transfer

order for putaway.


Putaway Process in Lean WM





SAP AG 2003

SiteSiteSite

Storage loc.Storage loc.Storage loc.


MM

Storage type

Door

Staging area


Door Door


Fixed storage binFixed storage binFixed storage bin


Warehouse:New York

Storage loc. 0001 Storage loc. 0002

088042

......

Door 1 Door 2

Zone A

360

Hall 4

Stock

12-6-54 4-23-89

Aisle 2

WM

Aisle 1

902

Structures in Lean WM

You can carry out picking with transfer orders using lean warehouse management (WM) even if no

storage bins are managed in the system. No goods receipts or issues are processed in WM as a

subsequent process when using Lean WM. This means that bin dates and stocks are not updated on a

storage bin level with quantities. Instead, this updating is done on a storage location level.

No storage bins are managed in lean WM, but you can allocate a fixed storage bin to the article in the

article master and it will then be printed onto the transport order for the information of the picker.

Essentially the lean WM processes are the same as the standard WM. You work with deliveries and

create transport orders for these deliveries. The other WM structures (storage types, doors, staging areas,

storage areas) can be mapped out in lean WM in just the same way as in WM (see Unit 2 Basic

Concepts).





SAP AG 2003

SiteSiteSite

Storage loc.Storage loc.Storage loc.


MM

Storage type

Door

Staging area


Door Door


Fixed storage binFixed storage binFixed storage bin


111

222

333

Control warehouse number in lean WMControl warehouse number in lean WM

Details of

performance data

Details of

performance dataLean WM

activated

Lean WM

activated

Fixed storage binFixed storage bin Shipping areaShipping area

Difference

interface

Difference

interface

Picking areaPicking area

Fixed storage binFixed storage bin

444

X

555

Inventory

Management

WM

ArticleArticle

SiteSite

Goods receipt areaGoods receipt area

Setting Up Structures in Lean WM

To produce an efficient procedure for goods receipt and goods issue processing in your warehouse, you

can define and link up the following organizational units:

The entire warehouse structure is managed under one warehouse number. This number reflects thewarehouse complex.

The various warehouses may have different organizational and technical features that are defined as

storage types.

In a lean WM-managed warehouse, there always has to be at least the following storage types:

- Goods receipt area (only in lean WM for putaway)

- Fixed-bin storage

- Shipping area and

- Difference interface

In lean WM, you can manage picking areas separately from deliveries. To do this, you need to assign the

picking area and the storage bin to the article.

Unlike full WM, in lean WM, no dynamic storage bin determination and no stock administration is

carried out in the storage bins. A fixed storage bin can, however, be recorded in the picking document ifit is maintained in the article master (DC Logistics view).

Lean WM can be used for putaway and picking. You need to set the activation level of the warehouse

management to 1 for this.





SAP AG 2003

Difference

?

Inventory

ManagementWarehouse Management System

Corrections?

Purchase

order Inbound

delivery

Transfer order

Confirmation of

transfer order

Confirmation of

transfer order

Post

difference

Post

difference

Goods

receipt

Goods

receipt

Putaway Process in Lean WM

Lean WM can be used for the stock removal and for the putaway processes. An inbound delivery is

created in a purchase order for putaway. This inbound delivery serves as a worklist in WM for the

putaway. A transfer request, which controls the physical putaway, is created for the inbound delivery. Like the

picking process in lean WM, no stocks or storage bins are updated in WM. The allocation of storage bins

takes place at the same time as the picking process using the movement type and the article master (fixed

storage bin). The quantity is not available to MRP/RP.

After confirmation of the putaway, the goods receipt is posted. Differences can be picked out straight

away. Now the putaway quantity is available to MRP/RP.

Customizing:

The delivery item category must be relevant for picking

The warehouse management activation level for a specific storage location has to allow for lean WM

in putaway (1 or 4)

As an alternative to the process described above, it is also possible to post the goods receipt first and

then generate transfer requests for warehouse management. If differences should occur; the goods receipt posting is corrected after the transfer request has been confirmed in inventory management.





SAP AG 2003

Transfer order 188Movement type 101.... ....

Art. R100002 Site R300 200 PC

Art. R100001 Site R300 10 Car

• • •

• • •

• • •

• • •

• • •

• Warehouse

number • Transfer order no.• Creation date/

time• Movement type• Reference data• Confirmation

indicator/date• ...

• Article with short text• Quantity to be

transferred• Site (DC)• Source storage

type/bin• Destination storage

type/bin• Storage unit type• Confirmation

indicator • ...

Head

er

Items

1

n

Source storage type/bin: 902 01-17-22

Dest. storage type/bin: 001 51-12-44

Source storage type/bin: 902 09-17-

33

Dest. storage type/bin:004 33-64-28

WarehouseWarehouse

Transfer Order (Structure)

A transfer order (TO) is an SAP WM document that documents an instruction to transfer articles within

the warehouse complex.

A TO is assigned to just one warehouse number in the organizational structure of the warehouse. Thisnumber identifies an entire warehouse complex and is used to connect a storage location of a site to SAP

WM.

A TO consists of a header and one or more items.

The following data is included in the TO header:

warehouse number

TO number

TO creation date and time

movement type (which relates to all the TO items)

TO reference data (for example, the number of a transfer requirement or a SD document)

confirmation indicator and confirmation date.

The following data can be entered for each TO item:

the article to be transferred with short text the quantity of the article (from the item) to be transferred

the site (DC here) where the transfer is taking place

Source and destination storage type and bin

a storage unit type

a confirmation indicator





SAP AG 2003


Carry out the goods receipt process from thedelivery of the goods to transferring them to the

stock in a storage location.

Set up the delivery process in a Lean WM

managed storage location.

Goods Receipt: Unit Summary





Exercises

Unit: Goods Receipt Process

Topic: Confirmation Documents


• Create confirmation documents, shipping notifications and

rough goods receipts in the system

• Explain the settings in Customizing for confirmationdocuments

• Find the confirmation control key in the master data.

After you have sent your purchase order to the vendor, you

receive a confirmation from them in the form of a shippingnotification. You record this in the system with reference to yourPO. The delivery note data should also be created to make the

invoice verification easier.

1-1 Create a purchase order for your vendor.

1-1-1 Choose Purchasing Purchase order Purchase Order Create

Vendor known to create a PO using the following data:

Standard purchase order

Vendor: TS1##

Purchasing organization: R300Purchasing group: R30

Item overview (expand)

Article: TA03## 10 Car

Delivery date: One week from today

Site: T7##

Article: TA04## 10 Car


Site: T7##

1-1-2 Which confirmation control key is used as the default for the individual article

items?

TA03##_______________________________________________

TA04##_______________________________________________





1-1-3 Where does this default value come from?

______________________________________________________

1-1-4 Generate the purchase order and make a note of the number:

______________________________________________________

1-2 In response to your PO, the vendor sends you a shipping notification with the number

2304##, in which the goods for the inbound delivered are listed.

1-2-1 Enter this information by creating a delivery for your purchase order. Thearticles will be available to you in one week from today at 15:00. Ensure that

you also enter the number of the shipping notification (2304##) as an “ External

ID”.

1-3 The merchandise that you ordered is delivered with the delivery note 4711##.

Vendor: TS1##

Delivery note No: 4711## for shipping notification no: 2304##

Article Quantity

TA03## 8 Car

TA04## 10 Car

1-3-1 Use the delivery note to create the rough goods receipt for your purchase order.When doing so, refer to the shipping notification that you have received that has

already been entered in your system as an inbound delivery. It can be identified

by using the vendor’s shipping notification number (enter 2304## in the field External ID).

1-3-2 Enter the vendor’s delivery note number (4711##) to be able to find the

delivery note more easily in future.

1-3-3 Which delivery type is in the document you have just created?

______________________________________________________

1-3-4 Check the individual defaulted items. Does the delivery note data match the

data defaulted by the system from the shipping notification? ______________________________________________________

1-3-5 Change the first delivery note item quantity as needed and save your rough GR.

Rough GR number:__________________________________





1-4* Look at the purchase order created in 1-1-4.

1-4-1 In the PO how do you find out which confirmation documents already exist for

the PO items?

______________________________________________________

1-4-2 Does the system take into account the information from the confirmations in

requirements planning?

______________________________________________________

1-5* Now take a closer look at the technical background.

1-5-1 Which confirmation categories are for rough GR and for shipping notification?

______________________________________________________

1-5-2 Which delivery type is allocated to the rough GR confirmation category using

the internal confirmation type? Compare this to the rough GR delivery type in

1-1-3.

______________________________________________________

1-5-3 Look at the confirmation sequence for the confirmation control key 0003.

Which indicator ensures that shipping notifications as well as rough GR aretaken into account in requirements planning?

______________________________________________________





Exercises


Topic: Goods Receipt


• Use checks and controls for GR

• Post a goods receipt with items to be returned on a PO

• Explain the consequences of posting a GR

The merchandise is delivered to your DC. You run various checks

and controls.

2-1 You check and count the merchandise that has been delivered and post the GR for your

PO. In doing so, you use the delivery note quantities to check your delivery.

2-1-1 Create the goods receipt from vendor TS1## with an unknown PO number ( for

a different reference) for distribution center T7##. Use movement type “Goods

receipt for PO to warehouse”. You post the goods receipt with reference to the

previous rough goods receipt as a preceding document. The preceding

document is identified by the vendor's delivery note number (4711##).

2-1-2 Which quantity does the system default for the individual articles?

______________________________________________________

2-1-3 The article quantities in TA04## should be posted to the quality inspectionstock (stock type X).

2-1-4 Select both items. You assume that there will be no subsequent delivery of the

two missing cartons of article TA03##. How do you ensure that the relevant

items in the purchasing documents are flagged as being completed?

______________________________________________________

2-1-5 Save the GR posting and note the number of the article document: ______________________________________________________





2-1-6* Display the article document in your system. What other (accounting)documents were created/updated as a result of posting?

______________________________________________________

2-1-7* Go to the PO list display and display all the PO ( scope of list : BEST) for site

T7## for which there are open GRs (selection parameter WE101).

Is your PO displayed?

______________________________________________________

2-2 You decide that in the future the delivery-completed indicator will be automatically

defaulted by the system if delivery quantity discrepancies lie within certain tolerance

limits. If the discrepancies go over these tolerance limits, then a warning message will

appear on your screen.

2-2-1 Where can you create the tolerances for over and underdeliveries of articles?

______________________________________________________

Allow for a 10% under-delivery of article TA03## from vendor TS1##.

2-2-2 Make the settings in Customizing to set the delivery-completed indicatorautomatically for your site T7##. Which conditions need to be fulfilled for thedelivered quantity so that the system automatically sets the delivery completed

indicator (F1 Help)?

______________________________________________________ ______________________________________________________

2-2-3 Choose Purchasing Purchase order Purchase Order Create

Vendor known to create a PO using the following data:


Vendor: TS1##Purchasing organization: R30


Article: TA03## 200 CarDelivery date: One week from today

Site: T7##

Make a note of the purchase order number.

______________________________________________________

2-2-4 Enter a GR with the movement type 101 for this PO with a delivered quantityof 179 cartons.What is the number of the system message that is displayed?

______________________________________________________

2-2-5 Where in the system do you make the setting so that overdelivery beyond the

tolerance limits causes the above system message to appear? ______________________________________________________

______________________________________________________





2-2-6 Change the entry quantity to 180 cartons and check in the item details whetherthe delivery completed indicator has been set automatically.

If you wish to complete the final optional exercise,

do not save any data yet.

2-2-7* You want to give the driver a damaged box containing article TA03## to be

returned to the vendor and record it in your system. To do this, choose Edit

W/o purchase order Enter and enter a new item with the movement type

161 for site T7## and storage location 0001.

2-2-8* Go to the overview. Which PO number does the second item have?

______________________________________________________

2-2-9* Save the GR posting and look at the article document. What is the PO number

for the second item now?

______________________________________________________

2-2-10*Which setting in Customizing is necessary to generate a subsequent PO if you

enter an item without a reference document for the goods receipt?

______________________________________________________ ______________________________________________________

Check this for movement type 161.

2-3 You want to check the expiration date of article TA01## for GR in future.

2-3-1 When you are posting a GR, the article TA01## should have a shelf life of one

year. Make the appropriate settings.

2-3-2 The shelf life should be checked for the article when a goods receipt is postedwith the movement type 101 in your DC T7##. Ensure that the relevant settings

have been made. 2-3-3 Choose Purchasing Purchase order PurchaseOrder Create Vendor known to create a PO using the following data:


Vendor: TS1##




Site: T7##

Make a note of the purchase order number.

______________________________________________________





2-3-4 Post a GR with the movement type 101 for site T7##. Now enter the expiration date of the article. Enter a date two months from

today.

What message do you get from the system?

______________________________________________________

2-4 The two missing cartons of article TA03## from the PO in 1-1-4 are still going to be

delivered. Since you are not sure whether you still want the merchandise, you post it toGR blocked stock.

2-4-1 Which movement type do you select to post the merchandise to GR blocked

stock?

______________________________________________________

2-4-2 Post the GR with this movement type and with reference to the PO in 1-1-4.

2-4-3 Display the article document. Were any FI (accounting) documents created? ______________________________________________________





Exercises


Topic: Putaway Process in Lean WM


• Localize the lean WM settings

• Link a storage location with a warehouse number

• Make the settings to carry out the putaway in a warehouse that

uses lean WM

• Post a putaway to a fixed storage bin

Your DC has fixed storage bins for articles. From now on you use

transport orders to organize the transfer of merchandise at GRfrom the GR area to these storage bins.

3-1 First, check the settings for warehouse number L##.

3-1-1 Where in Customizing can you define that lean WM is active for a certainwarehouse number?

______________________________________________________

______________________________________________________

3-1-2 Check the settings for warehouse L## (do not make any changes here).

Is lean WM active for L##?

3-2 From now on, you want to manage the new storage location 0005 using lean WM in

the DC T7##.

3-2-1 In DC T7##, link the storage location 0005 with the warehouse number L##

and assign the lean WM to the plant/storage location - warehouse number.

In doing so, you will be using lean WM at the putaway and picking stages of

deliveries. Storage type 005 should be used as the picking warehouse category.





3-2-2 You want to assign a fixed storage bin to two more articles in your DC T7##.Where can you make this setting?

______________________________________________________

______________________________________________________

Assign the following storage bins to the articles in DC T7##:

Article DC Storage loc. Storage bin

TA03## T7## 0005 05-01-##

TA04## T7## 0005 05-02-##

3-2-3 Since from now on you want to work with inbound deliveries, you set up a

confirmation control key ANLI for the vendor TS1## in the purchasingorganization R300 for both articles.

3-3 Now create a PO to test your settings.

3-3-1 Choose Purchasing Purchase order Purchase Order CreateVendor known to create a PO using the following data:


Vendor: TS1##




Site: T7## Article: TA04## 10 CarDelivery date: One week from today

Site: T7##

3-3-2 For both articles, check in the item details that the storage location 0005 and the

confirmation control key ANLI are both defaulted. Where do these defaultvalues come from?

______________________________________________________

If other default values appear for the storage location and the

confirmation control, change them accordingly.

Save your PO and note the number:

______________________________________________________

3-4 The articles have now been delivered to your warehouse and you post the inbound

delivery so that you can create a transfer order later to transfer the articles within thewarehouse.





You can access all the relevant points in the menu by

choosing Merchandise Logistics Logistics Execution


3-4-1 Create an inbound delivery using collective processing purchase orders for the

PO you created in 3-3-2. Make a note of the inbound delivery number: ______________________________________________________

3-4-2 Display the document that has been created. Which WM activities status do thetwo items have?

______________________________________________________

Into which warehouse (warehouse number) should the two articles be

transferred?

______________________________________________________

3-4-3 Which document should you create next?

______________________________________________________

3-5 The articles have been delivered and now you need to organize the internal transfer in

the warehouse. In order to be able to use lean WM for putaway, you need to make

some more settings in Customizing for your warehouse.

3-5-1 First, you have to determine a storage type “Goods receipt zone” for your

warehouse. In the IMG under Logistics Execution Warehouse Management

Master Data, define the storage type 902 as goods receipt zone for your

warehouse L##.

3-5-2 So that the goods can be transferred within the warehouse, you need to assign arelevant movement type to the transfer. Which movement type is defined for

GR in your warehouse?

______________________________________________________

3-5-3 In the detailed data for this assignment, you can make a setting so that goods

are put away from storage type “GR area” to storage type “fixed storage bin ”.

The system should determine the fixed storage bin of the article for the fixedstorage bin. Make the appropriate settings.





3-6 After you have made the appropriate settings in Customizing you can create the

corresponding documents in the application.

3-6-1 Enter a transfer order using the delivery monitor for the inbound delivery youcreated in 3-4-1.

3-6-2 Find and display the transfer order number from the document flow for the

inbound delivery.

Which source storage type is determined? ______________________________________________________

Which destination storage type is determined?

______________________________________________________

Are the articles fixed storage bins displayed on the document and do they matchup with those you allocated to the articles in 3-2-2?

______________________________________________________

3-7 Display the inbound delivery.

3-7-1 Which putaway status and which WM activities status do the two items have?

Putaway status:__________________________________________

WM activities status: __________________________________

Which activity has not started yet?

______________________________________________________

3-7-2 Post the GR for your inbound delivery.

3-7-3 Display the document flow for the inbound delivery. Which documents arelisted?





Solutions


Topic: Confirmation Documents

1-1 Create a purchase order

1-1-1 MENU:

Purchasing Purchase order Purchase Order Create

Vendor/Supplying Site Known


Vendor TS1##

Tab strip: OrgData


Purchasing org. R300

Purch. group R30

[Enter]

Item overview:


Article TA03##

PO quantity 10

Deliv. date One week from today

Site T7##

Article TA04##

PO quantity 10


Site T7##

1-1-2 Item details; tab: Confirmations

Field: Conf.Control: Shipg. not./rough GR

1-1-3 This value is defaulted from the article master Purchasing view.

1-1-4 Purchase order Save

Number:______________________________________________





1-2 Create a shipping notification

1-2-1 MENU:

Merchandise logistics Goods receipt Inbound delivery Create


Vendor TS1##

Purchase order See 1-1-4 Delivery date One week from today

15:00

External ID 2304##

[Enter]

Inbound delivery Save

1-3 Create a rough GR

1-3-1 MENU:

Merchandise logistics Goods receipt Rough GR Create


Vendor TS1##

Site T7##

In subscreen: Find inbound delivery

External ID 2304##

[Enter]

1-3-2


DelivNote No 4711##

1-3-3 Header Header details

The delivery type is ‘EG rough goods receipt’

Edit Back, to get to the item overview

1-3-4 For article TA03##, the quantity differs from the delivery note’s (8) plannedquantity.

1-3-5 Change the quantity to 8 in the field DelivNoteQty for article TA03##.

Rough GR Save

Confirm the message with [Enter] .

Number:______________________________________________





1-4 MENU:

Purchasing Purchase order Purchase Order Display

Enter the PO number and select [Enter]

1-4-1 In the item details

Tab: Confirmations

1-4-2 Since the field (MRP relevant) has been selected, the details will be taken into

account in requirements planning.

1-5* IMG:

Materials Management Purchasing Confirmations

1-5-1 Define External Confirmations Categories

Rough GR: GW

Shipping Notificat.: LA

1-5-2 Define Internal Confirmations Categories

The delivery type EG is assigned to the rough GR.

1-5-3 Set up Confirmation Control Select Confirmation 0003 and choose [Confirmation Sequence]

The indicator MRP relev. guarantees that the shipping notification and the

rough GR are taken into consideration in requirements planning.





Solutions


Topic: Goods Receipt

2-1 Posting the goods receipt

2-1-1 MENU:

Merchandise logistics Goods receipt Goods receipt for other reference


Movement type 101

Site T7##

In subscreen Find POs for preceding documents

DelivNoteNo 4711##

[Enter]

2-1-2 The quantities from the existing rough GR are defaulted for the articles:

TA03## 8 Car

TA04## 10 Car

2-1-3 For article TA04## check the box in column ‘S’ for the stock type indicator.

2-1-4 Edit Item(s) Adopt + details

In the ‘Qty in’ view for article TA03##, set the indicator to Deliv. compl .

Confirm the message with [Enter] .2-1-5 Goods receipt Post

Article document number:_______________________________

2-1-6* MENU:

Merchandise logistics Inventory management Article document

Display

[Enter]

Environment ### Accounting docs

An FI document was created in addition to the article document.





2-1-7* MENU:

Purchasing Purchase order Purchase Order List Displays By

vendor


Vendor TS1##

Scope of list BEST

Selection parameters WE101

Site T7##

Although the goods receipt for article TA03## was not complete, the documentwill no longer be carried as open since you have flagged it as delivery

completed.

2-2 Automatic default for delivery completed indicator.

2-2-1 You can maintain the tolerances for over and underdelivery of an article in the

purchasing view of the article master.

MENU:

Master data Article data Article ### Change


Article TA03##


Vendor TS1##

Select the view Purchasing

[Enter]


Underdel. tol. 10

Article Save

2-2-2 IMG:

Materials Management Inventory ̀ Management and Physical Inventory

Goods Receipt Set “Delivery Completed” Indicator

Set the Del. compl. default indicator for site T7##.Tables view Save





2-2-3 MENU :

Purchasing Purchase order Purchase Order Create Vendor

Known


Vendor TS1##

[Enter] Tab: Org. data



Purch. group R30

Item overview:


Article TA03##

PO quantity 200 Deliv. date One week from today

Site T7##

Purchase order Save

Number ______________________________________________

2-2-4 MENU:

Merchandise logistics Goods receipt Goods receipt for purchase order


Movement type 101

Purchase order See 2-2-3

[Enter]

Change quantity to 179

Edit Item Adopt

Double click on the warning message. The message number is:

M7 021

2-2-5 In a second session:

IMG: Materials Management Inventory Management and Physical

Inventory Define Attributes of System Messages [Settings for System Messages]

Table view Change Display

Using the message category, you control whether the message appears as a

warning or error message, or no message at all.





2-2-6 In the first session (Create goods receipt)Change the quantity to 180 [Enter]

Double-click on the item to see that it has been flagged with the Deliv.Compl.

indicator.

If you wish to complete the final optional exercise,

do not save any data yet.

2-2-7* Edit W/o purchase order Enter...


Movement type 161

Site T7##

Storage loc. 0001

[Enter]


Vendor TS1##

Article TA03##

Quantity 1

UnE Car

2-2-8* Go to Overview The second item has (dummy)PO number 9999999999.

Goods Receipt Post

MENU:


Display

[Enter]

2-2-10* IMG:

Materials Management Inventory Management and Physical Inventory

Goods Receipt

Create Purchase Order Automatically

For the movement type, you can make settings so that a purchase order is

created in the background.





2-3 Expiration date

2-3-1 MENU:

Master data→ Article data → Article ### Change


Article TA01##

Select the view Basic Data

[Enter]


Remaining shelf life 365

Article Save

2-3-2 IMG:


Goods Receipt Set Expiration Date Check

[Site]

The field BBD/ProdDT is selected for your DC T7##

[Movement type] For movement type 101: column Check SLExpDate = 1; (Enter and check)

Do not change these settings.

2-3-3 MENU :

Purchasing Purchase order Purchase Order Create Vendor

Known


Vendor TS1##

[Enter] Tab: Org. data



Purch. group R30





Item overview:


Article TA01##

PO quantity 100


Site T7##

Purchase order Save

Number ______________________________________________

2-3-4 MENU:



Movement type 101


[Enter]

Edit Item(s) Adopt + details


Prod. Dt/Exp.Dt Two months from today

You get the following message: Short fall of...days against remaining shelf life

in current item (365 Day)

The calculated remaining shelf life is therefore insufficient (cf. Article Master).

2-4 Posting in GR blocked stock

2-4-1 Movement type 103 (Goods receipt for purchase order into GR blocked stock)





2-4-2 MENU:



Movement type 103


[Enter]

Select item

Edit Item(s) Adopt + details

Goods receipt Post

2-4-3 MENU:


Display

[Enter]

Environment Accounting docs No FI document was created.





Solutions


Topic: Putaway Process in Lean WM

3-1 Settings for the warehouse numbers

3-1-1 IMG:

Logistics Execution Shipping Picking Lean WM Define control

parameters and number ranges f. warehouse no.

3-1-2 Select [Define control parameters and number ranges f. warehouse no.] and

the details screen for the warehouse number L##. (Field ‘Lean WM active’)

Do not change.

3-2 For distribution center T7## define storage location 0005 as a lean WM managedstorage location:

3-2-1 MENU:

Master data Site data Site Display

Site: T7##

Customizing For site

Double click on the line: Assign warehouse number to site/storage location

Double click on view name: V_T320

[New entries]


Site: T7##

SLoc: 0005

WhN: L##

Table view Save

Double-click on view name: V_T3202

Enter the following data for the combination T7##, 0005, L## :






Degree of activation: 1

Stor. type for picking in leanWM:

005

Table view Save

3-2-2 Assign a fixed storage bin in the Article Master in the view: Logistics

Distribution Center

Master data Article data Article Change


Article: TA03##

Distr. center: T7##

View: Select Logistics Distribution Center

[Enter]

Enter the following in the field group Storage data:


Storage loc. 0005

Storage bin 05-01-##

Article Save



Article: TA04##

Distr. center: T7##

View: Select Logistics Distribution Center

[Enter]

Enter the following in the field group Storage data:






Storage loc. 0005

Storage bin 05-02-##

Article Save

3-2-3 Maintain confirmation control key:



Article: TA03##


Vendor TS1##

Select the Purchasing view

[Enter]

Enter in the field group Data for each vendor/purchasing organization/site:


Conf.control ANLI

Article Save



Article: TA04##


Vendor TS1##

Select the Purchasing view

[Enter]





Enter in the field group Data for each vendor/purchasing organization/site:


Conf.control ANLI

Article Save

3-3 Create a purchase order.

3-3-1 MENU:

Purchasing Purchase order Purchase Order Create ###



Vendor TS1##

Tab strip: OrgData



Purch. group R30

[Enter]

Item overview:


Article TA03##

PO quantity 10


Site T7##

Article TA04##

PO quantity 10


Site T7##

[Enter]





3-3-2 The following values must be entered for both items (default values from theArticle Master):


Stor. loc. (item overview) Storage loc. Gr.## (0005)

Conf. control

(Item; Tab: Confirmations)

Inbound delivery

If other default values appear for the storage location and the

confirmation control, change them accordingly.

Purchase order Save

Purchase order number ______________________________________________________

3-4 Create an inbound delivery

3-4-1 MENU:

Merchandise logistics Logistics execution Inbound Process Goods

Receipt for Inbound Delivery Inbound Delivery Create Collective

Processing of Purchase Orders


Site T7##

Document number PO number (see 3-3-2)

Delivery date to One week from today

Deselect Test run

Program Execute

Note number of inbound delivery

______________________________________________________

and confirm message with [Enter]





3-4-2 MENU: Merchandise logistics Logistics execution Inbound Process

Goods Receipt for Inbound Delivery Inbound Delivery Display

Single Document

Enter the inbound delivery number and confirm with [Enter] Double click on the items, tab: Stock Placement

WM status: A (WM trnsf order reqd)

Warehouse number: L##

3-4-3 For the next document a (WM) transfer order needs to be created.

3-5 IMG:

Logistics Execution Warehouse Management

3-5-1 IMG: Logistics Execution Warehouse Management Master

Data Define storage type

[New entries]


Warehouse no. L##

Storage type 902 GR area

Tables view Save

3-5-2 IMG:

Logistics Execution Warehouse Management Activities Transfers

Define Movement Types

The movement type 101 has been defined for the goods receipt for warehouse

number L##.





3-5-3 Select line L## /101

Goto Details


Src 902

Dest 005

Select indicator FxdBn

Tables view Save

3-6 Create a transfer order

3-6-1 MENU:


Receipt for Inbound Delivery Putaway Create Transfer Order Via

Inb.Delivery Monitor


Inbound delivery Inbound delivery number

See 3-4-1

Program Execute

Select line

Subsequent functions Create transfer order

Confirm dialog box with [Enter]

3-6-2 MENU:


Receipt for Inbound Delivery Inbound Delivery Display Single

Document

Environment Document flow

WMS transfer order number: ______________________


Receipt for Inbound Delivery Putaway Display Transfer Order ### Single Document






Transfer order no. See above

Warehouse no. L##

Tab: From-data: From storage type: 902 Tab: To data: To storage type: 005

The fixed storage bins are on the To data tab.

3-7 MENU:

Merchandise logistics Logistics execution Inbound Process Goods Receipt

for Inbound Deliveries Inbound delivery Display Single Document

3-7-1 Select both items

Goto Item Processing

Putaway status: C (Compl. put away)

WM activities status: C (WM trsf ord confirmd)

Which activity has not yet started? Goods receipt

3-7-2 MENU:


Receipt for Inbound Delivery Post Goods Receipt Collective Processing

Via Inb.Delivery Monitor


Warehouse no. L##

Program Execute

Select delivery

Subsequent functions Post goods receipt

Confirm actual goods receipt date with [Enter]

3-7-3 MENU: Merchandise logistics Logistics execution Inbound Process

Goods Receipt for Inbound Delivery Inbound Delivery Display Single

Document


The documents displayed are the shipping notification, the transfer order and

the GR document.





SAP AG 2003

Stock overview

Goods movement

Contents:






SAP AG 2003

Explain what inventory management is and alterthe stock list according to your requirements.

Carry out different goods movements and explain

what the control options are.


Inventory Management: Unit Objectives





SAP AG 2003

Course Overview

Goods Issue Process


Summary7

6

5

1


Inventory Management4

Course Overview





SAP AG 2003

In order to run a quality check, you need to do a

transfer posting for some articles. They need to be

transferred into a stock type where they will not beavailable for sale during this checking period.

However, the articles can still be seen in the stock

overview.

You can do the stock transfers in your stores by

using stock transfer orders.

Inventory Management: Business Scenario





SAP AG 2003

Goods

issue

GoodsGoods

issueissue

Internal and externalfinancial accounting

Requirements planning

Invoiceverification


Transfer

posting

Transfer Transfer

postingposting

InvoicereceiptInvoiceInvoicereceiptreceipt


External vendor

Purchasing

ShippingShipping BillingBilling

Embedding Inventory Management in Logistics

In the SAP Retail system, the different steps in the logistics process are carried out in various

components. The different areas are closely related to one another and are linked by the document flow.

The logistics process is split into article flow and value flow. The materials management (MM) takesover the article planning using requirements planning, which contains different requirements, for

example, from customer requests. These requirements are passed on to procurement and are fulfilled by

purchasing.

Inventory Management (IM) is used for transactions that lead to stock changes such as goods receipts,

goods issues, reservations, transfer postings and stock transfers. The Warehouse Management system

(WM) is integrated into the article flow and maps complex warehouse structures and warehouse

movements. The processing of logistics procedures in Logistics Execution (LE) continues through

Shipping and ends in billing. Billing is integrated in internal and external financial accounting (FI and

CO).

In Invoice Verification, the value flow is updated and the information from goods receipt, purchase order

and goods issue is consolidated.





SAP AG 2003

Name the various stock levels in the stockoverview.

Set the display for stock lists.

Explain the advantages of logistical variants in

inventory management.


Stock Overview: Topic Objectives





SAP AG 2003

ClientClient

Company codeCompany code

SiteSite

Storage loc.Storage loc.

Client 400

4600 Pieces

Client 400

4600 Pieces

CC R100

2500 Pieces

CC R100

2500 PiecesCC R300

2100 Pieces

CC R300

2100 Pieces

Site R311

1200 Pieces

Site R311

1200 PiecesSite R312

900 Pieces

Site R312

900 Pieces

Storage loc. 0001

300 Pieces

Storage loc. 0001

300 PiecesStorage loc. 0002

600 Pieces

Storage loc. 0002

600 Pieces

Site groupGroup R310

1200 Pieces

Group R312

2100 Pieces

Stock Overview

The article stock is displayed in the individual organizational levels in the stock overview. The quantities

posted for a specific stock type are added up for each organizational unit.

In addition to the client, company code, site and storage location organizational units, it is also possibleto have a stock overview of batches/valuation type and special stocks (for example, consignment article).

The stock overview is a static representation of the article stocks. This means that only the current stock

levels are displayed. Goods receipts and issues planned for the future are not displayed in this list. Using

the menu bar, you can, however, call up further information functions.

You can view a stock overview in different display versions that vary according to the listing and

sequencing of the individual stock types. You can determine which stocks appear in the individual

columns and in what sequence the columns are displayed using the system administration in inventory

management Customizing.





SAP AG 2003

Stock type Stock

Individual listStockStock

type1type1StockStock

type 2type 2StockStock

type 3type 3

Window 1

Window 2Basic list

...

Display versionDisplay versionDisplay version

Rules for displaying stockRules for displaying stockRules for displaying stock

Details screen for displaying

stock

Details screen for displayingDetails screen for displaying

stockstock

100......

100 200Site

Defining the Stock List Display

The stock lists can be distinguished in the SAP Retail system by version numbers. You can open several

windows for each version number to display different stock lists. You can also define a maximum of

three different stocks for each window (for example, return blocked stock or unrestricted use stock). 1. Under display version, enter a version number for each version.

2. Under rules for displaying stock, assign the stocks in the columns of the window to a version

number you want to open.

3. Under detail screen for displaying stock, define the additional stock qualifications. Stock

qualifications clearly identify a specific material warehouse stock, for example, stock in quality

inspection, returns stock, and so on.

If you call up the stock list, you can select the relevant display version in the selection screen.





SAP AG 2003

Alternative

units

Base unit of measure: piece

44 1212 7272

Sales UoM Delivery UoM Order UoM

Unit of measure for

inventory management

Unit of measure for Unit of measure for

inventory managementinventory management

Face-

cream

=

Units of Measure (UoM) in Inventory Management

Base unit of measure:

Inventory management is carried out in this unit of measure. The base unit of measure is the smallest

possible unit that the article can be sold in. Order unit of measure:

The unit of measure in which the article is usually ordered. It can be maintained for each vendor.

Sales unit of measure:

The unit of measure in which the article is usually sold to customers. This is normally the base unit of

measure for end consumers. The sales unit is maintained for each distribution chain.

Delivery unit of measure/Unit of issue:

The unit of measure in which the article is usually delivered (goods issue). It can be maintained for each

site.

EAN:

An EAN can be maintained for each unit of measure.

Conversion:

The conversion between the various units of measure must be provided.





SAP AG 2003

Article category: Generic article

Stock per unit of measureStock per unit of measureStock per unit of measure

Piece 24 Pack

Characteristic value

6 Pack

Variant-creating characteristic: Unit of measure

Inventory Management for Logistical Variants

A logistical variant is a generic article variant in a certain unit of measure. You can use logistical

variants to:

Manage separate stocks in various article units of measure. You can store the article in a different binfor each unit of measure. If the article is ordered and delivered in different units of measure, this

means you can carry out the picking process more efficiently.

Plan your article requirements by unit of measure.

To define logistical variants, you need to create a generic article with the variant-creating characteristic

'Unit of measure' . Enter the units of measure for which inventory is to be managed in a store or a

distribution center as characteristic values.

Before you do this:

A characteristic must have been created with characteristic values that correspond to units of measure.

The characteristic must be assigned to the merchandise category you are using (either directly or using

a characteristic profile, or inherited from the merchandise category hierarchy).





SAP AG 2003

Name various goods movements and thedifferences between them

Understand how to control goods movements

using movement types

Distinguish between the different types of stock

transfers

Make settings for stock transfers using the stock

transfer orders


Goods Movements: Topic Objectives





SAP AG 2003

Storage loc. 0003

Unrestricted-use stock

Stock in quality inspection

Transfer posting

Storage loc. 0001Storage loc. 0001Storage loc. 0002

Stock transfer

Goods

receipt

Goods

issue

Vendor Vendor StoreStore

Customer Customer

StoreStoreDistribution center Distribution center

Goods Movements

A goods movement (also called article movement or stock movement) is a process that produces a

change in the stock. The following types of goods movements exist:

- Goods receipt (GR)Goods movement in which a goods receipt from an external vendor (or from production) is posted.

A goods receipt leads to an increase in the warehouse stock.

- Goods issue (GI)

Goods movement in which a merchandise shipment to the customers, an article withdrawal or issue,

or consumption is posted. A goods issue leads to a decrease in the warehouse stock.

- Stock transfer

A stock transfer consists of removing articles from one storage location and putting them away inanother storage location. Stock transfers can take place either within the same site or between two

sites (distribution centers or stores).

- Transfer posting

A transfer posting is a general term for stock transfers and changes to an article's stock

identification or category. It is irrelevant whether the posting relates to a physical movement or not. You need to enter a movement type when you create a stock movement to differentiate between the

individual goods movements. The goods movement type is a three-character key that is used to identify a

goods movement.





SAP AG 2003

Storage loc. 0001

Unrestricted-use stock

Stock in quality inspection

Blocked stock

349 350

3 2 2

3 2 1

3 4 4

3 4 3


Goods issueGoods issue

Transfer Posting

Transfer postings are different from stock transfers. This is due to the fact that they are generally not

linked to a physical movement of goods. Rather, they indicate a change in the stock type, or the batch

number or the article number, for example. You need to enter a movement type when you create a stock movement to differentiate between the

individual goods movements. The goods movement type is a three-character key that is used to identify a

goods movement. The movement type controls from which stock to which stock the posting is carried

out. If the movement is the other way round, then it is called a reversal movement type.

Withdrawals for consumption can only be posted from unrestricted-use stock. For stock in quality

inspection or blocked stock, you can only withdraw a sample, scrap a quantity or post an inventory

discrepancy.

If you want to withdraw goods from tblocked stock or stock for quality inspection, then you must post

the stock to unrestricted-use stock first. This is also the case for stock transfers.

The stock type, batch number or material number changes in transfer postings. A physical stock transfer

is possible with a transfer posting.

In SAP Retail, transfer postings can also be used to automatically separate or group together structuredarticles (sets, display and so on).





SAP AG 2003

Accountdetermination

Accountdetermination

Consumptionupdate

Consumptionupdate

Quantityupdate

Quantityupdate

Printindicator

Printindicator

Fieldselection

Fieldselection

Movement typeMovement type

characterized by

controls

Goods

movement

Movement Types

You need to enter a movement type in the form of a key figure with three characters when you are

creating a goods movement so that you differentiate between the individual movements. A movement

type characterizes a goods movement and represents the starting point for various control functions, forexample:

- Quantity update: Quantity fields must always be updated in the article master for a site and a

storage location. Depending on the process, other data has to be updated too, for example, the open

quantity for a purchase order item in a purchase order goods receipt.

- The system determines which financial accounting G/L accounts need to be posted using the

account determination in order to evaluate a goods movement correctly.

- Consumption update: You can run consumption statistics for an article based on a particular

period. This is updated by goods receipts (directly for consumption) and goods issues assigned to

accounts.

- The print indicator controls the default settings for printing a goods receipt/issue slip (single slip

with/without inspection text, collective slip) in the initial screen for goods receipts.

- Field selection: When you are creating a document, depending on the process, fields in the initialscreens are displayed or suppressed accordingly.

For each movement type, there is also a reversal movement type to enable you to reverse a posting. It

may be easier to just cancel the whole document.

When you create a new movement type, use one of the movement types that already exists. Their control

indicators are defaulted for the new movement type.

You can maintain a movement type in various views on your screens. You can set the parameters for

individual views using different key terms.





SAP AG 2003

1xx GR from purchasing/production + returns1xx GR from purchasing/production + returns

2xx Goods issue for consumption2xx Goods issue for consumption

3xx, 4xx Transfer posting/stock transfer 3xx, 4xx Transfer posting/stock transfer

5xx GR without reference to PO or production order 5xx GR without reference to PO or production order

6xx LE-SHP movement types6xx LE-SHP movement types

7xx Physical inventory (MM-IM: 70x / WM: 71x)7xx Physical inventory (MM-IM: 70x / WM: 71x)

9xx, Xxx, Yxx, Zxx Customer name space9xx, Xxx, Yxx, Zxx Customer name space

8xx Brazil8xx Brazil

Complete list and description: see IMG (Inventory Management and

Physical Inventory)

Classification of Movement Types





SAP AG 2003

Storage loc. 0001Storage loc. 0002 Storage loc. 0001

Stock transfer

Goods

receipt

Goods

issue

Goods

receipt

Articledoc.

Stock transfer

FI doc.Articledoc.

GI

Unrestricted

use

GR

Unrestricted

use

Stock in

transfer

Stock in

transfer

GR

Unrestricted

use

One-step procedure or two-step procedureOneOne--step procedure or twostep procedure or two--step procedurestep procedure

Store A Store BStore A

GI

Unrestricted

use

GI

Unrestricted

use

Goods

issue

Stock Transfers

A stock transfer consists of a goods issue from the point of issue and a goods receipt at the receiving

point.

Stock transfers can be carried out on three different levels:

- Stock transfer from company code to company code

means a stock transfer from site to site where sites belong to different company codes.

- Stock transfer from site to site

This not only results in a change in the stock levels in both sites, but a FI document is also created if

both sites are assigned to different valuation areas (always the case in SAP Retail).

Stock can only be transferred in and out of unrestricted-use stock.

- Stock transfer from storage location to storage location (in the site)

This results in an update of the stock quantities in both storage locations. The stock value does not

change and the transaction is not relevant to the financial accounting. A stock transfer from storage

location to storage location is possible for all stock types.

You can post stock transfers from storage location to storage location and site to site in one or two steps.

The one-step procedure has the advantage of only requiring you to carry out one transaction in the

system. With the two-step procedure, on the other hand, it is possible to monitor the stock currently

being transferred. A third option is to transfer the stock using a stock transport order.





SAP AG 2003

(Purchasing) Shipping

Outbound

delivery

Stock

transfer order Shipping

worklist

Shipping

worklist

Distribution center Distribution center StoreStore

Goods receiptGoods receiptGoods issueGoods issue

Stock Transfer Using Stock Transport Order (1/3)

Stock transfers from one site to another can also be carried out by creating a stock transfer order at the

receiving site.

The shipping point assigned to the site delivering the stock creates an outbound delivery for the stocktransfer order. After picking and goods issue posting, stock in transit is created.

When the receiving site receives the merchandise, the goods receipt is posted for the inbound delivery

and the stock is removed from in transit. This procedure with two separate steps can also be done in one

step.





SAP AG 2003

StoreStore Distribution center Distribution center

Outbound

delivery

Stock

transfer order Shipping

worklist

Shipping

worklist

Delivery type• NL

• NLCC

Delivery type• NL

• NLCC

Document type• UB

• SPO

Document type• UB

• SPO

Shipment scheduling?

Route schedule?

Shipment scheduling?

Route schedule?

(for each purchasing document category)(for each purchasing document category)

Assign delivery type/check ruleAssign delivery type/check rule


In the menu for assigning Delivery type/Check rule, you need to decide whether to make settings to

have an SD delivery created when you place a purchase order with a particular supplying site using a

particular type of document, and if you do, then with which type of delivery.The delivery type in Sales and Distribution (SD) controls how the delivery is processed.

The delivery type 'NL' is used in the standard SAP R/3 System for stock transfers without a billing

document (document type STO). For stock transfers with a billing document (document type SPO), the

delivery type 'NLCC' is used. You can include both single company code and cross-company code stock

transfer items in a document. In this case, you should make settings for the appropriate delivery types

under delivery type 1 (delivery type for stock transfers in one company code) and delivery type 2

(delivery type for stock transfers between company codes). If you have entered neither a delivery type

for company code internal stock transfer items nor for cross-company code stock transfer items, then the

system uses the delivery type you entered in field DelTp.

The stock transfer then runs a scheduling in the background to determine on what date the article is to be

staged. If you want to work with the shipment scheduling, you need to set the indicator for shipment

scheduling for each site and document type. Otherwise the MM scheduling, which is simpler, is run inthe stock transfer order (required delivery date ./. article's planned delivery time). The delivery

scheduling takes into consideration the pick/pack time (time required for assigning goods to a delivery,

picking, packing, and so on) and the loading time (time required to load an article), both of which are

maintained in conjunction with the shipping point.

If you want to have the system determine a route schedule too, then you also need to set the indicator for

the route schedule determination. With a route schedule, you can control deliveries of goods in set

periods to different ship-to parties (customers or stores) in a particular sequence on a set route. The

planning is based on calendar weeks.





SAP AG 2003


Supplying site

Goods receipt site

Order type

One-step procedure

Underdelivery tolerance

Supplying site

Goods receipt site

Order type

One-step procedure

Underdelivery tolerance

X

StoreStore

Goods receiptGoods receiptGoods issueGoods issue


X

Purchasing document typePurchasing document type

In the menu Purchasing document type, you make the setting for the type of document that should be

used for a specific combination of supplying plant and receiving plant. This setting is made for each

purchasing document type. The document category 'F' is used for the stock transport order. If the supplying site and the receiving site belong to the same company code, you select document type

UB. A stock transfer is carried out without a billing document.

If the supplying site and the receiving site belong to the same company code, you select document type

UB. A stock transfer is carried out with a delivery and a billing document.

If the end user selects a type of document that has not been set in Customizing, a warning message

appears. Depending on the user settings, this message may appear as an error message.

You can also decide whether the stock transfer should be carried out in a one-step procedure or not. If it

is, the stock levels are increased in the receiving site when the goods issue is posted in the supplying site.

The stock transfer using a posting procedure takes some time due to the communication time between

the organizational units involved.





SAP AG 2003

Delivery creation date

Stock Transfer Order: Shipping-Relevant Functions

Purchase order 45..Supplying site: R300

Schedule

line

17.04. 50 PC

24.04. 50 PC

BostonPhiladelphiaNew York

Leg 2Leg 1

Day and time of departure:

Itinerary:

Store R312 2 hr

Store R316 5 hr

Store R311 1 hr

Every Tuesday, 6:00

Route scheduleRoute schedule

RouteRoute

Shipping point 1

1 2 3 4 5 6 7

8 9 1 0 11 1 2 1 3 1 4

1 5 1 6 1 7 1 8 1 9 2 0 21

2 2 2 3 2 4 2 5 2 6 2 7 2 8

2 9 3 0 3 1

R100014 100 PC R314

SchedulingScheduling

Shipping pointShipping point

Item

When you create a warehouse order, the system runs the following functions required for the goods issue

process:

Shipping point determination (at item level)The shipping point is the organizational unit in SAP Retail that is responsible for processing shipping.

Target route determination (at item level)

A route is a formal description of an itinerary. It contains a list of the legs in the route as well as

entries related to the entire transit time and the transportation lead time required for planning a

shipment.

Scheduling (at schedule line level)

When you are processing a delivery, the system automatically defaults the delivery creation date for

all schedule lines with the same goods issue date and takes the earliest of the following dates entered

in the system into consideration: article staging date (determined with the MM scheduling or delivery

scheduling (see "Stock Transport Order 2/3" slide)) or transportation planning date. At this point in

time, all the goods to be delivered must be available.

Route schedule – if activated (at schedule line level)With a route schedule, you can control a kind of delivery plan of regular deliveries from a specific

shipping point to various ship-to parties (for example, customers or stores) in a specific sequence for a

specific route.





SAP AG 2003

Boston

Denver

Shipping

conditionsLoading

group

Train

Other possible

shipping pointsShipping point

(default value)Supplying

site

Express

Standard

Express

TruckDenver

Sales order or

stock transfer

Sales order or

stock transfer ArticleArticleOrder and

stock transfer

item

Order and

stock transfer

item

Shipping Point Determination

Pick/pack timePick/pack time

Loading timeLoading time

A shipping point is a separate organizational unit in a fixed place in which the processing and monitoring

of outbound deliveries and finally the goods issue take place. The shipping point can be found directly

under the client level. The shipping point is determined using the following criteria:

The supplying site defined for each order item (from the customer-article-information record, ship-to

party or article master record)

The requests sent to shipping (for example, express) represented by the field Shipping condition

The necessary loading equipment represented by the field Loading group in the material master

The shipping condition is defaulted from the sold-to party master data or, preferably from the sales

document type, if it has been maintained.

An outbound delivery always goes from the same shipping point. The shipping point cannot be changed

in the outbound delivery.

Only those ordered items that are planned for that shipping point are included in an outbound delivery

when a sales order is being delivered via a shipping point. Order items with various shipping points are

therefore not included in the same outbound delivery.





SAP AG 2003

Routes and Route Determination

Boston

Philidelphia

New York

Leg 2

Leg 1

Route NorthRoute NorthRoute North

Leg: 1

From: Philidelphia

To: New York

Shipping type: Truck

Leg: 2

From: New York

To: Boston

Shipping type: Train

Transit time: 1 day

Transport. lead time: 1 day

Country + shipping point departure zoneCountry + shipping point departure zone

Ship-to party's shipping conditionShip-to party's shipping condition

Article transportation condition Article transportation condition

Country + ship-to party's transportation zoneCountry + ship-to party's transportation zone

A route is a formal description of an itinerary. It contains a list of the legs into which the route is divided

as well as details on the entire transit time and the transportation lead time required for planning one of

the methods of transport for this route. The description contains a departure and destination point as well as a shipping type for each leg of a

route.

With the relevant settings in Customizing, the system determines a route for each purchase order item

with which the corresponding item should be delivered (target route). Information regarding the planned

transportation lead time, transit time and detailed information on the individual points on the route is

assigned to each purchase order item via the assigned target route.

The following are factors that influence the target route determination:

The country and departure zone of the item shipping point that was previously determined

The ship-to party's shipping condition for the item

The article transportation condition for the item

The ship-to party's country and transportation zone for the item





SAP AG 2003

Route Schedule

Boston

Philidelphia

New York

Leg 2

Leg 1

Store

R316

Store

R316

MMM

StoreR311StoreR311

MMM

Store

R312

Store

R312

MMM

Route Schedule North -

Tuesday

Route Schedule NorthRoute Schedule North --

TuesdayTuesday

Route: North

Date and day of dept.:

Every Tuesday, 6:00

Ship-to party:

Store R311 (Entrance 1)



Itinerary:

Store R312 2 hr

Store R316 5 hr

Store R311 1 hr Tuesday

Shipping

point

is assigned

With a route schedule, you can control periodic deliveries of goods from a specific shipping point to

different ship-to parties (customers or stores, for example) in a specific sequence on a set route. The

planning is based on calendar weeks. In SAP Retail, a route schedule contains the following:

A route

A departure date and time

A list of ship-to parties

An itinerary

With the relevant settings in Customizing, the system automatically tries to assign a route schedule to

each stock transfer order (or outbound delivery).

The following are factors that influence the route schedule determination:

The shipping point and the route for the document item

The ship-to party

The staging area and the shipping condition of the ship-to party

The current week and year





SAP AG 2003

Explain inventory management and adjust thestock list according to your requirements

Carry out various goods movements and explain

the control options

Make settings for stock transfer orders and find

shipping-relevant information in the stock

transfer order


Inventory Management: Unit Summary





Exercises

Unit: Inventory Management

Topic: Stock Overview


• Find the different stock values in the system

• Configure your own stock list

After you have posted different goods receipts you would like to

get information on the current stocks in your distribution center.

1-1 After posting your goods receipt, you would like an overview of the article stocks thatare available.

1-1-1 Go to the stock overview and display all stocks for articles TA03## and

TA04## in your DC T7##. When you do this, select all open stocks and display

the storage location stocks as well.

1-1-2 Find out what the DC stock values are for the following types of stock:

Unrestricted

use stock

Quality

inspection

GR blocked

stock

TA03##

TA04##

1-1-3 Which storage locations contain unrestricted-use stock of the article “Shampoo

Splash”?

______________________________________________________

1-1-4 You would like to find out which posting caused the last change in stock to

your storage location 0001. How do you do this?

______________________________________________________

______________________________________________________





1-2* You want to define a separate stock display in which you will only see the stock types

you use.

1-2-1 In Customizing for Inventory Management and Physical Inventory, define anew stock list version, number 20+##, by choosing Create display for stock

lists.

1-2-2 For your version, you determine in the Rules for displaying stock that you want

to use a window that displays the unrestricted use stock, the GR blocked stockand the stock in quality inspection.

1-2-3 Go back to the application and call up the stock display for both articles

TA03## and TA04## for DC T7## using your display version.

Be sure to select the open and special stocks too.





Exercises


Topic: Goods Movements


• Carry out stock transfers using movement types

• Explain the controls for movement types

• Create stock transfer orders and make the appropriate settingsin Customizing

A store orders goods from your distribution center using a stock

transfer order.

2-1 Goods Movements

2-1-1 What is the difference between a stock transfer and a transfer posting?

______________________________________________________

______________________________________________________

2-1-2 Which goods movement types exist for splitting and grouping a structuredarticle?

______________________________________________________

______________________________________________________

2-1-3 Post the 10 cartons of your article TA04## from the stock in quality inspection

to the unrestricted-use stock in the storage location 0001 in your site T7##.Check the change to the stock in the stock list.

2-2 Now make some more Customizing settings for movement type 101.

Make sure you are working in the display mode.





2-2-1 Which control do you use for the Reason field when you call movement type101?

______________________________________________________

2-2-2 How do you use the selection parameter WE101 in the movement type (F1help)?

______________________________________________________

2-2-3 In which transactions is the movement type allowed? Name some examples.

______________________________________________________

2-3 You use the stock transport orders in your company to transfer merchandise between

the DC and stores. Look at the Customizing settings for this.

2-3-1 Which order type should be used for DC T7## ifa) Site R111 places the order___________________________________

b) Site T2## places the order ___________________________________

2-3-2 How could you determine that a goods receipt is posted to your store at thesame time as the goods issue is posted in the distribution center? ______________________________________________________

2-3-3 Which delivery type is used when a delivery is created for site T7## from the

PO type UB?

______________________________________________________

2-4 In future there should be a fixed route schedule for your stores.

2-4-1 Create a route schedule RFP## that is valid in the shipping point R300.

2-4-2 Your route schedule has the description “Route schedule Group ##” and usesrout e R300/1. Goods issue is always on Thursdays at 08:00.

2-4-3 The stores T1## and T2## are the ship-to parties in this route schedule. The

shipping condition is 01 and the transport group is 0001 for both parties.

2-4-4 In the itinerary, you determine that the truck needs two hours to reach store

T2##. After that it goes to store T1##. The truck takes 1 hour and 30 minutes

to do this.

Now save your route schedule.





2-5 Now create a stock transfer order for your store and then check the shipping data in the

stock transfer order.

2-5-1 Create a stock transport order by choosing Purchasing Purchase order

Purchase Order Create Vendor known with the following data:

Stock transfer orderSupplying site: T7##

Purchasing org.: R300Purchasing group: R30


Site: T2##

[Enter]

Save your PO and note the number:

______________________________________________________

2-5-2 Look more closely at the shipping data in the item details. Which shipping pointhas the system defaulted for the purchase order item?

______________________________________________________

2-5-3 Which loading group has the item’s article been assigned to and what is the

shipping condition of the receiving site?

Article loading group__________________________________

Site shipping conditions___________________________

2-5-4 Where in the system can you assign the shipping conditions to a site?

______________________________________________________

2-5-5 Look at the shipping points defaulted in Customizing. Which shipping pointwould the system have determined if the article had been delivered from

distribution center T6##?

2-5-6 Which route was found for the purchase order item?

______________________________________________________

2-5-7 Has the system determined a route schedule for the purchase orderitem?______________________________________________





Solutions


Topic: Stock Overview

1-1 Article stocks

1-1-1 MENU:

Merchandise logistics Inventory management Environment Stock

Stock overview


Article [Multiple selection]

TA03##; TA04##

Site T7##

! Also select special stocks

! Also select stock commitments

Tab: List display

! Base site group

! Site

! Storage location

Program Execute

1-1-2 In the first screen, the stocks are displayed for the stock types “Unrestricted-

use” and “Quality inspection”.2 x List Right columns to display the (GR) Blocked stock.

1-1-3 2 x List Left columns and double-click on the line with the article “Shampoo

Splash”. Unrestricted-use stock is available in storage locations 0001 and 0005.

1-1-4 Place your cursor on the storage location 0001 (Lean WM) line and go to

Environment Article movements





1-2* Define new display version

1-2-1 IMG:


Reporting Define Stock List Display

[Display version]

[New entries]


Display version 20+##

Description Group##

Tables view Save

1-2-2 [Rules for display of stock balances]

[New entries]


Version 20+##

Window 1

Column no. 1

Field name LABST

Version 20+##

Window 1

Column no. 2

Field name WESPB

Version 20+##

Window 1

Column no. 3

Field name INSME

Tables view Save





1-2-3 MENU:

Merchandise logistics Inventory management Environment Stock

Stock overview


Article [Multiple selection]

TA03##; TA04##

Site T7##



Tab: List display

Display version 20+##

! Base site group!

Site! Storage location

Program Execute





Solutions


Topic: Goods Movements

2-1 Goods Movements

2-1-1 In contrast to stock transfers, as a rule, there are no goods movements intransfer postings. Transfers postings are carried out in storage locations.

Individual storage locations, sites and company codes are all differentiated

between in transfer postings.

2-1-2 MENU:

Merchandise logistics Inventory management Goods movement

Transfer posting

F4 in the movement type field

There are 4 types of movement for structured articles317-320

2-1-3 MENU:

Merchandise logistics Inventory management Goods movement

Transfer posting


Movement type 321

Site T7##


[Enter]


Recv. SLoc 0001

Article TA04##

Quantity 10

UnE Car

Transfer posting Post





MENU:

Merchandise Logistics Inventory management Environment List

displays Stock Stock overview


Article TA04##

Site T7##



Program Execute

2-2 IMG:

Materials Management Inventory Management and Physical Inventory Movement

Types Copy, Change Movement Types

In the dialog box Field Selection, select movement type

Then select from movement type 101 to 101

2-3 Table View Change Display

2-2-1 You cannot enter the reason for movements with the movement type 101 (the

field is hidden).

2-2-2 [F1] in field Selection parameter .

The selection parameter is used in the search for open purchase orders when

recording goods receipt.

(Additional info.: WE101 selects all purchase orders that have not yet beendelivered completely)

2-2-3 . Allowed Transactions

2-3 IMG:

Materials Management Purchasing Purchase Order ### Set Up Stock

Transport Order

2-3-1 Assign document type, one-step procedure, underdelivery tolerance

T7##, R111 Document type: NB

T7##, T2## Document type: UB

2-3-2 If you select the One-step indicator for the combination SPlt and Site, when thegoods issue is posted in the distribution center (supplying site), then the goods

receipt is posted at the same time in the store (site).





2-3-3 [Assign delivery type/and checking rule]

[Position...]


Document type UB

Supplying site T7##

The delivery type NL (Replenishment dlv.) is used.

2-4 MENU:

Merchandise logistics Logistics execution Master Data Transportation

Routes Route Schedule Create

2-4-1


Shipping point R300 Route schedule RFP##

[Enter]

2-4-2


Description Route schedule group ##

Route R300/1

GI Day 4

GI Time 8:00

[Enter]

2-4-3


Ship-to party T1## and T2##

Shp.Cond. 01(for both)

Trans. group 0001(for both)





2-4-4 Extras Itinerary

Confirm message Are itinerary and route compatible? with [Enter]

Ship-to party T1## is assigned itinerary 2 and T2## is assigned 1.For T1##, enter:

SpecTT_hours 1

SpecTT_minutes 30

For T2##, enter:

SpecTT_hours 2

Go back with the green arrow and choose

Route schedule Save

2-5 Create a stock transport order

2-5-1 MENU :

Purchasing Purchase order Purchase Order Create Vendor Known

Select the stock transport order as a document type


Vendor T7##


Purch. group R30

[Enter]

Item overview (expand):


Article TA03##

PO quantity 10


Site T2##

Purchase order Save

2-5-2 MENU: Purchasing Purchase order Purchase Order Display

Select the tab Shipping in the item details

Shipping point: R300

2-5-3 Loading group: 0002

Shp. Cond.: 01





2-5-4 You can allocate a shipping condition to a site in the customer data.

MENU: In a second session

Master Data Site data Site Change Enter T2## [Enter]

Goto Customer

Select Shipping and R300/R5/R1

Customer Display The shipping condition is shown in the subscreefield group Shipping.

2-5-5 IMG: Logistics Execution Shipping Basic Shipping Functions

Shipping Point and Goods Receiving Point Determination Assign

Shipping Points

Shipping point is R301 for

Storage condition 01

Loading group 0002

Site T6##

2-5-6 In the item details for the purchase order, select the tab Shipping Route: R300/1

2-5-7 In the item details for the purchase order, select the tab Delivery schedule





SAP AG 2003

Rough workload estimate

Outbound delivery

Wave picks

Picking in Lean WM

Packing

Goods issue

Contents:

Goods Issue Process





SAP AG 2003

Carry out the outbound delivery process for anarticle from the purchase order receipt in the

distribution center to posting the goods issue

and make the most important Customizing

settings for this process.


Goods Issue Process: Unit Objectives





SAP AG 2003

Course Overview


Conclusion7

6

1


Inventory Management4

Goods Issue Process5

Course Overview





SAP AG 2003

In your distribution center you have purchase

orders from your stores and customers. You need

to organize the outbound delivery of the articlesthat have been ordered.

To find out what sort of workload to expect, you

use the rough workload estimate.

Goods Issue Process: Business Scenario





SAP AG 2003

Merchandise flow

Information flow Store salesStore sales

Picking and

goods issue

Picking and

goods issue

GR at store and

labeling

GR at store and

labeling777

666

Generation of

outbound delivery

Generation of

outbound delivery222

Store salesStore sales

Uploading of

sales data

Uploading of

sales data

Generation of

store POs

Generation of

store POs

111

555

444333






SAP AG 2003

Use the rough workload estimate to obtain anoverview of the workload for the coming weeks.

Make the necessary settings to be able to use the

rough workload estimate.


Rough Workload Estimate: Topic Objectives





SAP AG 2003

Goods issue processGoods issue process

Create outbound deliveries

Process outbound

deliveries

If necessary, create

wave picks

Picking

Packing

Goods issue

Company

Invoice

Company

Invoice

Company xyz

DeliveryMMM


Warehouseorder ...

Sales order ...


StoreStoreCustomer Customer

VZ R001Datum: 12.3.1998

Lieferungen: 362

Shipping: Procedure (Overview)

The outbound delivery document is the central document in shipping. It forms the basis of shipping

activities such as picking, packing merchandise and the final goods issue.

Before delivery documents are created, you can display a rough workload estimate for the workload thatis to be processing in different parts of the shipping process in your system. You can then take necessary

action (for example, schedule additional pickers).

After creating outbound delivery documents (normally for warehouse orders or sales orders) they can be

grouped together with wave picks (= units in shipping to be processed in a specified time interval) if

necessary. Picking is then run for the deliveries. They are then packaged if necessary and sent to goods

issues.





SAP AG 2003

ResourcesResources Warehouse processesWarehouse processes

Rough Workload Estimate





SAP AG 2003

EntryEntry

Warehouse no: 030

Analysis period: 02/04

Warehouse process: 2

Merchandise cat.: -

Document cat.: -

UoM category: -

Warehouse number: 030 Warehouse process: Picking with goods issue

Merch. Cat. Proc.time/hour Weight Volume ...

Total 161.25 508.10 T 730.70 m3 ...

Full-price mer. 125.75 363.60 T 512.00 m3 ...

Promo. mer. 35.50 144.50 T 218.70 m3 ...

ResourcesResources Warehouse processesWarehouse processes

S150

Infostructure

Rough Workload Estimate

For storage locations (with a corresponding warehouse number) that are connected to the SAP Lean

WM, it is possible to do an online display of a rough overview of the workload to be dealt with in these

warehouses. You can also carry out the measures required by the workload online (you can, for example,request further picking staff or reserve extra trucks).

When the system calculates the workload it takes account of the type of warehouse (high rack storage

areas, stack warehouses and so on), the different warehouse processes (see below) in addition to the

merchandise features (bulky, small, dangerous goods).

To do this, the user calls up the standard analysis 'Rough workload estimate' that reads and processes

information from information structure S150. This analysis can be limited to any period of time (today,

this week and so on) or to individual warehouse processes, such as:

- Goods receipt with putaway

- Picking with goods issue

- Returns to vendors

- Returns to customers/stores

You can also enter a merchandise category (standard goods, promotional goods), a document category(such as a warehouse PO, customer request) and a order or issue unit of measure category.

The following key figures are updated in the information structure S150:

- Processing time

- Weight

- Volumes

- Quantities for the UoM category

- Document items/-schedule lines

- Packaging material for the packaging material type





SAP AG 2003

Workload data update usingWorkload data update using

• Weight

• Volume

• Number of document items

• Quantity• Packaging material

• Processing time

• Weight

• Volume

• Number of document items

• Quantity• Packaging material

• Processing time

User User --defined tablesdefined tables

Rough workload

estimate activated

Rough workloadRough workload

estimate activatedestimate activatedX

ControlControl

Entire overview activatedEntire overview activated X

Activation for each

warehouse operation

Goods receipt

Goods issue

Returns to vendors

Returns to customers/stores X

X

X

X

•• Standard tablesStandard tables

Workload calculationWorkload calculation

Key figure (examples)

Rough Workload Estimate: Workload Data Update

To update the workload, you can use the tables provided in the standard system (S150 and S152) or you

can define your own tables.

To be able to evaluate the processing time, you have to set up the workload calculation first.





SAP AG 2003

Log. load cat.Log. load cat.

Warehouse workloadWarehouse workload

Warehouse processWarehouse process

UoMUoM load categoryload category

LogisticalLogistical

load categoryload category

Constant (setup) timeConstant (setup) time

Variable time

per unit of measure

Variable time

per unit of measure

Assignment Assignment

of units of measureof units of measure

UoMUoM load categoryload category

DCDCArticleArticle

•• GI pickingGI picking•• GI packagingGI packaging

•• ........

Warehouse

processes

WarehouseWarehouse

processesprocessesStorage (type)Storage (type)

Workload Calculation

The workload calculation is controlled by the workload table that is attached to the warehouse and

possibly the storage type as well.

You can set up workload periods for each warehouse number, storage type, unit of measure loadcategory and logistical load category.

The workload times can be either a constant time (set-up time, travel time and so on) or a variable time

(quantity-dependent).

The workload times are dependent on three criteria:

- The operations describe activities in the warehouse that are relevant to the workload calculation.

Several operations form a warehouse process. The warehouse process is derived uniquely from the

productive documents that create workload in the warehouse.

- The unit of measure load categories bring together units of measure that lead to the same

workload.

- Logistical load categories are used to group together articles that require the same workload in

terms of handling.





SAP AG 2003

Create an outbound delivery document andexplain its most important functions

Set up automatic determination of the correct

picking location for an article


Outbound Delivery: Topic Objectives





SAP AG 2003


Process outbound

deliveries

If necessary, create wave

picks

Picking

Packing

Goods issue

Company

Invoice

Company

Invoice

Company xyz

DeliveryMMM


WarehousePO ...

Sales order ...

Goods issue

process

Goods issue

process



Goods Issue Process: Procedure (Overview)

DC R001Date

03/12/98Deliveries: 362





SAP AG 2003

Change delivery 80004893: Overview Change delivery 80004893: Overview

Delivery:Recipient:

Item overview

80004893R311

Picking Loading Transportation Status overview

All items

Detailed header info:Detailed header info:

Total weight, total volume,

appointments ...

10 R100013 Shampoo 5 PC TAN

Detailed item info:Detailed item info:

Storage location, warehouseStorage location, warehouse

number,number, picking status,picking status,

goods movement status...goods movement status...

......

Header:Header:for example, recipients,for example, recipients,

shipping point, routeshipping point, route

Items:Items:for example,articles,quantitiesfor example,articles,quantities

Delivery Document Structure

Delivery documents contain a header and items.

The header contains data that is valid for the entire document. This means that the ship-to party, shipping

point and route are the same for each outbound delivery. The items contain information about the articles that are going to be delivered.

The information in the delivery document is displayed on different screens: the overview contains

limited header data and item data. The data is grouped according to topics and presented in tab pages.

This enables the user to find important data on the same screen.

Additional screens are also used to display detailed information at header level and item level. The

data concerned is also presented on tab pages and is grouped according to the process the information

refers to: at header level, this information is about handling, picking, loading, transportation,

customs/foreign trade, texts, partners, messages, package tracking and conditions. The detailed item

information screen contains similar tab pages containing item-related information.





SAP AG 2003

Delivery typeDelivery type

Number assignmentNumber assignment

Preceding document

required?

Preceding document

required?

Partner schemaPartner schema

New routedetermination?

New route

determination?

......CommunicateCommunicate

Perform delivery

split by warehousenumber?

Perform delivery

split by warehousenumber?

Automatically

package?

Automatically

package?

Delivery Type Controls

The delivery type controls the entire delivery. It can be seen in the header of the delivery.

Delivery types are used to handle the various types of businesses that are taken into account in Shipping.

The following delivery types are defined in the SAP standard system:LF: Delivery

LO: Delivery without a reference

LR: Returns delivery

NL: Replenishment delivery

RL: Returns vendor

Each delivery type can be set up using control elements to contain a specific scope of functions.

The delivery types found in the standard system can be modified to suit your business needs.

It is advisable to define a new delivery type if there are significant differences in your company.

In addition to the control options given on the slide, you can also set up and control the rules for picking

location determination, the conditions for referencing the purchase order and to control whether a new

delivery schedule needs to be arranged if there are any overdue deliveries.





SAP AG 2003

Delivery item categoryDelivery item category

Check minimum

delivery quantity

Check minimum

delivery quantity

Picking relevancePicking relevance

Picking storagelocation determinationPicking storagelocation determination

Check overdeliveryCheck overdelivery

TextsTexts

Packing controlPacking control

Picking storage

location required

Picking storage

location required

Controlling Item Categories

The item categories in conjunction with the delivery types map the different business transactions in the

SAP system.

The item categories are also adjusted using control elements to suit your requirements. Note: If you copy or create new item categories for outbound deliveries, you need to match them up with

the item categories for sales documents. The SAP system transfers the item category from an order item

into the outbound delivery. That is why you have to define an item category with the same name for the

outbound delivery.





SAP AG 2003

Outbound delivery

Company

Invoice

Company

Invoice

Company xyz

DeliveryMMM

Select by:

Shipping point Delivery creation

date

Route

Carrier

...

Noreference

documents

Noreference

documents

Delivery-due list

Shipping point: R300Date: 3.1.-7.1.

Warehouseorder

Warehouseorder

Salesorder Salesorder

Split by:

Header data inoutbound delivery

Trans. group

Warehouse no.

...

Creating Outbound Deliveries

Collective processingCollective processing ManuallyManually

An outbound delivery can be created either with or without reference documents in a system document,

for example, in a warehouse purchase order (or a customer order).

Generally, and especially when large quantities of warehouse purchase orders (and customer orders)need to be processed, deliveries are created from the delivery-due list. The delivery-due list is like a

worklist that contains all the delivery processes.

You select the supply documents with the collective processing using various criteria. The system then

automatically creates the outbound delivery. It is also possible that the documents be grouped together in

an outbound delivery as long as the shipping criteria (split criteria) match up.

It may also be the case that a process is split into several outbound deliveries. This is always the case if

two items in one field in the preceding document are different. This is done in the delivery header (for

example, the shipping point).

Beyond that preceding documents are automatically split according to transport groups or according to

customized criteria, if necessary, for example, the warehouse number.





SAP AG 2003

Outbounddelivery ...Goods recipient

...

(New) availability check(New) availability check

Picking location determinationPicking location determination

(New) scheduling(New) scheduling

Actual route determinationActual route determination

Route determinationRoute determination

Door/staging area determinationDoor/staging area determination

System Activities When Generating Deliveries

During (automatic or manual) outbound delivery creation, your system performs the following function,

depending on the Customizing settings that have been made:

(Re) scheduling (on header-level)Depending on the vendor, (re) scheduling is run for backlogged preceding documents (in this example,

warehouse orders).

(Actual) route determination (on header-level)

New routes are determined depending on the delivery type. The possible route stated in the preceding

document (the warehouse purchase order here) may then be overwritten. In addition to the criteria for

route determination in the order item, the weight of the outbound delivery is also taken into account.

Route determination (on header-level)

If the shipping point in the system has been configured to allow routes to be used yet no route was

determined in the preceding document, a delivery date is found to match the route that has been

chosen for the delivery.

Door/Unloading point determination (on header level)

(New) availability check (on item-level)Availability is checked once again if necessary for the delivery item category.

Picking location determination (on item-level)

If no storage location has been entered for specific delivery items in the preceding document (in this

case the warehouse delivery), the System automatically finds a storage location from which the

merchandise is picked to fulfill the article in the purchase order. This is, however, only possible if the

setting has been made for the delivery item category.





SAP AG 2003


Rule storage

location

Rule storage

location

Outbounddelivery..

Ship-to party...

Item categoryItem category

X• StandardStandard

•• PromotionPromotion

MALA

• Supplying DC

• Shipping point

• Storage condition

MALA

• Supplying DC

• Shipping point


RETA

• Supplying DC

• Situation


RETA

• Supplying DC

• Situation


111

222

333

Storage conditionStorage condition

SituationSituation

Determine

storage location

From which storage location should the article be picked?


ArticleArticle

Picking Location Determination

If the automatic picking storage location determination for the delivery item category is activated, then

this determination is done according to a rule defined by the delivery type of the outbound deliveries

concerned. If it is the rule MALA (1), then the picking storage location will include:

- The shipping point where the delivery is processed

- The delivery DC for the delivery item and

- The storage condition of the article from the delivery item.

If it is the rule RETA (2) the situation in the shipping point will be:

- 01 = normal

- 02 = promotion

- 03 = cross-docking

- 04 = ...

This characteristic is provided internally by the application and is not customizable.

If it is the rule MARE (3), then the two procedures, MALA and RETA are combined into one next-level

principle (first MALA, then RETA).





SAP AG 2003

DCDC

Warehouse no.Warehouse no.Delivery typeDelivery typeX

Outbounddelivery..Goodsrecipient ...

Split according

to warehouse no.

DoorsDoors

Process goods

receipts?

Process goods

receipts?

Process goods

issues?

Process goods

issues?

Determination rule

•according to customer

•according to routeschedule

•user exit

Determination rule

•according to customer

•according to routeschedule

•user exit

Determination at

item level ?

Determination at

item level ?

......

Through which door

should the merchandise

leave the warehouse?

Staging areasStaging areas

Process

cross docking?

Process

cross docking?

Process

flow-through?

Process

flow-through?

......

Where should the picked

merchandise be stored until

loading?

Door/Staging Area Determination

Doors are the entrance and exit points in a warehouse.

Staging areas are used as temporary storage areas for merchandise between loading/unloading at the

doors and picking/acceptance in the warehouse. Outbound deliveries always go from just one door and all items in an outbound delivery are picked in the

same staging area. You therefore have to allow the delivery split according to warehouse number for

the warehouse and the delivery type used.

Doors and staging areas are defined in the warehouse master data.

When you define the doors, you can assign them to staging areas and vice versa.

You set up the door and staging area determination in Customizing for Shipping.

You can define the determination rule for each delivery type. For each determination rule, you must

assign doors and staging areas within a warehouse to customers or route schedules.

Alternatively, you can have the system determine the staging area on the basis of the delivery item. In

this case, the system takes account of the storage conditions as well as the customer and route schedule,

when determining the staging area.





SAP AG 2003


Delivery noteShip-to party 47673Del. note no. 7653.....

Art. 244 2PC ... 8.50 USD

Art. 564 5PAL ... 230 USD

Art. 172 5CAR ... 4.99 USD

. . . .

. . . .

. . . .

8.90USD

R e t a i l

p r i c e

Calculation schema EVP000Calculation schema EVP000

Condition type

PB00 Basis

....

EVP1 Retail price

....

....

Condition type

PB00 Basis

....

EVP1 Retail price

....

....

Retail Price in Outbound Deliveries

To be able to print retail prices on the delivery note, you have to assign a calculation schema for the

price determination in the delivery to the delivery type.

If this calculation schema contains the condition type EVP1, then the receiving site's retail price (for 1 base unit of measure) is defined in the outbound delivery and passed on to the delivery note and picking

views.





SAP AG 2003

Explain the term 'wave picks'

Make the settings needed to use waves picks to

organize the workload in your warehouse

Explain the process of wave creation


Wave Picks: Topic Objectives





SAP AG 2003


Process outbound

deliveries


picks

Picking

Packing

Goods issue

MMM


WarehousePO ...

Sales order ...




Company

Invoice

Company

Invoice

Company xyz

Delivery

DC R001Date







SAP AG 2003

Deliveries

Time of GI Weight

254

02.14., 06:30 550 kg

344

02.14., 11:00 450 Kg

732

02.14., 15:00 630 Kg

623

02.14., 10:00 200 kg

833

02.14., 16:30 380 kg

Date: 02.14.98

Warehouse no: 030

Timeslot groupfor wave pick: 0004

Time slot: -

6:00 - 12:30

WeightWeight≤≤ 1.1T1.1T

14:00 - 19:00

-

Wave pick 1

254

623

344

Wave pick 2

732

833

Wave pick profileWave pick profile

Time slotsTime slots

CompareComparetime:time:

for example, GIfor example, GI

compare timecompare time

12

9

6

3

11 1

7 58 4

210

Wave Picks

If wave picks are to be created automatically by the system for a warehouse complex, the user specifies

the relevant warehouse number, the timeslot group that is to be used for the wave pick, and, if necessary,

a specific time slot within the timeslot group. Using the warehouse number, the system first defines the compare time from Customizing and the

deliveries are assigned to the individual time intervals (for example, a shift or a time segment between

two breaks) within the relevant timeslot group for the wave pick. This can be the time of picking,

loading or goods issue. The time intervals defined in the timeslot group must be defined as time slots.

The system then assigns the outbound deliveries to the time slots according to the compare time until all

outbound deliveries have been assigned or the capacity limitations entered for a time slot in the wave

pick profile have been reached (see next slide).

Outbound deliveries that exceed the capacity limitations for a time slot are highlighted in color. Users

can then decide if these should still be assigned to the relevant wave pick, a different wave pick or no

wave pick at all.





SAP AG 2003

Wave pick profile:Wave pick profile:

Capacity upper limitsCapacity upper limits

Weight

Volume

Weight

Volume

Number of picking itemsNumber of picking items

Number of picking

transactions

Number of picking

transactions

Number of packaging

materials

Number of packaging

materials

Processing timeProcessing time

Controlling workload updateControlling workload update

Wave pick activatedWave pick activated X

Weight/volume unitWeight/volume unit

Units of measureUnits of measure loadload

categorycategory

Workload calculationWorkload calculation

Storage (type)Storage (type)

Wave Picks: Capacity Limitations

You can set up one or more capacity limitations in the wave pick profile. The capacity limitation is

exceeded as soon as you exceed any one of the limits. The capacity limitations are recorded in the info

structure S159. The updating of this structure in the Retail Information System is set up in the workloadupdate control view.

Requirements:

- To calculate the number of picking activities for workload calculation, the units of measure have to

be assigned to the units of measure load categories in Customizing.

- The units of measure used to determine the maximum weight and volume are defined in the IMG

activity for controlling the load update.

- To be able to evaluate the picking time, you need to run the Customizing activities for the workload

calculation first.





SAP AG 2003

Group type WGroup type W

Wave picks

Warehouse no.Warehouse no.

Delivery...Goodsrecipient...

Delivery...Goodsrecipient ...



Number range interval

for wave picks


for wave picks

Number rangesNumber ranges

Reference numbersReference numbers

Interval 01Interval 01


Interval noInterval no

:

WarehouseWarehouse

Wave Picks: Requirements





SAP AG 2003


Wave picks


Delivery typeDelivery typeDelivery type

X

Outbounddelivery ...Ship-to party

...






for wave picks


for wave picks






:

Split according

to warehouse no.

WarehouseWarehouse






SAP AG 2003


Wave picks


Delivery typeDelivery typeDelivery type

X

Outbounddelivery..Goodsrecipient ...





Time of comparisonTime of comparisonTime of comparison


for wave picks


for wave picks






:

Split according

to warehouse no.

WarehouseWarehouse


Wave picks are groups of deliveries from the group type W.You can determine a number range for

each group type to number the delivery group documents. In the case of wave picks, this number range

cannot overlap any of the warehouse reference number ranges in which articles are picked. Since wave picks are always processed in one warehouse alone, you have to allow the delivery split for

the delivery type and the warehouse as above.

Wave picks are defined, among other things, by time slots. These time slots can represent the shifts in

the warehouse. To be able to assign deliveries to a wave pick, you need to define one of the times from

the outbound delivery as the time of comparison for your warehouse.





SAP AG 2003

Monitor and controlMonitor and control

wave pickswave picks

Goods movement statusGoods movement status Transportation

planning status

Transportation

planning status

PC

T

Billing statusBilling status

Packing statusPacking status

WM statusWM status

Wave Pick Monitor

You can use the wave pick monitor to control and monitor wave pick processing.

- You can monitor the wave pick processing by displaying the processing status.

- You can control wave pick status directly from the monitor by triggering the subsequent functions

for wave picks.

The processing status for wave picks is determined using numerous status fields in the delivery header of

the outbound deliveries for the relevant wave picks. The status fields relate to the documents that are

relevant for wave picks, for example, transfer order, packing, transportation planning, goods issue and

billing.





SAP AG 2003

Explain the process of picking in Lean WM withthe documents required

Use the wave pick monitor to create and process

the documents for picking


Picking: Topic Objectives





SAP AG 2003


Process outbound

deliveries


picks

Picking

Packing

Goods issue

Company

Invoice

Company

Invoice

Company xyz

DeliveryMMM


Warehouseorder ...

Sales order ...





DC R001Date

03/12/98Lieferungen: 362





SAP AG 2003

Picking

All outbound deliveriesto be

picked in warehouse no.030







Print TOTO datato WCU


Adopt differencein outbound del.

Subsequentpicking

TO datato PDC

If necessary,

process differences

Generate transfer

orders

Confirm transfer

orders




Wave

pick

WarehouseWarehouse

Picking Process in Lean Warehouse Management

Prerequisite: The storage locations from which goods are picked are managed using lean WM. Picking is

done using transfer orders (TO).

In one-step picking, items for a delivery are picked in the relevant storage type and sent directly to astorage type for goods issue.

In the system, this procedure normally begins with the generation of transfer orders (TOs). Transfer

orders can be created for individual outbound deliveries or for all outbound deliveries in a wave pick that

was generated previously. Different split criteria can be taken into consideration when generating TOs.

Before physical picking can take place, the relevant picking documents (labels, lists) are generated

(using the TOs). Alternatively, the picking data is sent to a WCU or PDC unit.

After physical picking, the picking results are sent back to the system and the TO is confirmed. In

addition to the quantities that are picked, the name of the picker and the actual processing time of the TO

is entered when confirmation takes place (→ interface to SAP HR).

If the whole quantity could not be picked, then the differences are processed. The difference is included

in the relevant outbound delivery or subsequent picking is triggered.





SAP AG 2003

Shipping Point

Outbound delivery

Item Article Del. Pick.

qty qty

Pick. qty

Delivery qty

1 2 3 4 5 6 7

8 9 1 0 1 1 1 2 1 3 1 4

1 5 1 6 1 7 1 8 1 9 2 0 21

2 2 2 3 2 4 2 5 2 6 2 7 2 8

2 9 3 0 31

Transfer order

Item Article Pick. qty

10 R100010 20

20 R100009 12

Picking list

TA

Warehouse (no.)

10 R100010 20

20 R100009 12 12

Picking Document

You can define that picking is required for an item in an outbound delivery.

Picking is done using transfer orders. By creating transfer orders, you can trigger warehouse movements.

The items in the transfer orders contain the articles and the quantities to be picked, which correspond tothe delivery quantities. Similarly, the delivery quantities in the outbound delivery are used as picking

quantities.

You can print out the picking list for the warehouse from the transfer order.

Picking can be confirmed automatically or in a separate processing step.





SAP AG 2003

Processor

assignmentTransfer order

split

Step by step confirmation

of a transfer order

Entering target

and actual data

Reprinting of

picking lists

Picking with WM

transfer orders

Picking with WM

transfer ordersDelivery...Goodsrecipient...

Transfer Order Functions

If you use the WM system (or Lean WM) for picking, additional functions for WM transfer orders can

be used. This also enables you to use the same processing procedure when picking from fixed storage

bins or warehouses that use random storage. You can generate more than one transfer order from a single outbound delivery. This is useful if, for

example, you want to split quantities according to picking areas or to divide up the workload more

evenly.

If you want to process a number of outbound deliveries with only one or a few outbound delivery items,

you can create cross-delivery transfer orders.

Personnel numbers are used to identify users who process the transfer orders.





SAP AG 2003

Header

Main

Footer

SAPscriptSAPscript formform

Print report

Collective proc.

RLVSDR40

RLKOMM40

Printer determination

1. Manually with TO creation

2. From-to-movement

3. Picking area

4. Source storage type

5. User master

Print Control for the Transfer Order

The WM picking papers are printed on the basis of the transfer orders that were created.

The WM print control in Customizing essentially determines which print program, form and printer is

suitable. The printer is determined on the basis of a hierarchical sequence of dependencies where thehighest priority is given to TO entered manually.

Generally, the printer settings define that the document is printed as soon as the transfer orders are

created.

With the help of the sort profile, which you maintain in the print control, you can prioritize the sort

criteria for the entries in the picking list (collective processing).

In the standard system, forms for single printout, collective printout and the picking list are provided as

templates.

Important information concerning the transfer order can also be printed in the form of a bar code.





SAP AG 2003





Group of deliveriesSingle outbound

delivery

Delivery ...Goods recipient...

Article ... Weight ... Pick. ... from from to ...area W/cat. S/bin

W/cat.

R1502 ... 30 Kg ... 1 ... 205 1-23-4 216 ...R1452 ... 50 Kg ... 1 ... 222 34-2-15 216 ...R1552 ... 20 Kg ... 2 ... 222 34-2-16 216 ...R1801 ... 100 Kg ... 2 ... 260 2-43-1 216 ...R1802 ... 120 Kg ... 2 ... 260 2-43-5 216 .............

- Article number - Picking area- Staging area- ...

-- Article number Article number -- Picking areaPicking area-- Staging areaStaging area-- ......

sorted according to picking area

SortingSorting

Sort profileSort profileSort profileCreation ofTO items

Creation ofTO items

Transfer Order Split: Creating the List

You can use a number of criteria to split the TOs and thereby distribute the picking load equally (in

terms of scope and time).

To do this, the system proceeds as follows: First, a list of TO items is created when TOs are createdfrom a single outbound delivery or from a group of outbound deliveries (such as a wave pick, for

example). This means that for each delivery item, the system uses the article and movement type to

determine the appropriate source storage type and within this storage type a fixed storage bin (if one

was maintained in the article's logistical data). The destination storage type in picking is generally a

special interface storage type ('GR zone', 216 here).

After the list of TO items has been created as described, it is sorted in accordance with one of the sort

profiles defined on the level of warehouse number/(WM) movement type/source storage

type/destination storage type, for example according to:

1. Article number.

2. Picking area

3. Unloading point

4. Weight unit5. Batch number

6. ... .

The sort profile can be sorted according to up to 15 different criteria.





SAP AG 2003

TO 7

R1552 ... 20 Kg ...

TO 8

R1801 ... 100 Kg ...

TO 9

R1802 ... 120 Kg ...

TO 1

R1502 ... 30 Kg ...R1452 ... 50 Kg ...

For example split by

pick. area

and

weight (

100 Kg)

Picking area 1 Picking area 2

Article ... Weight ... Pick. ....area

R1502 ... 30 Kg ... 1R1452 ... 50 Kg ... 1R1552 ... 20 Kg ... 2R1801 ... 100 Kg ... 2R1802 ... 120 Kg ... 2..........

Profile TO SplitProfile TO Split

Performance data profilePerformance data profile

Value limits for

• weight and volume

• target time

Value limits for

• weight and volume

• target time

X

Sort profileSort profile

Entry/calculation of

target and actual times?

Entry/calculation of

target and actual times?

WorkloadWorkload

calculationcalculation

Split according to pick. area

TO splitTO split

Transfer Order Split: Control

The system creates one or several transfer requests from the sorted list of TO items.

To do this, one or several items from the list are combined in one TO. This is done using one of the split

profiles again defined at warehouse number/(WM) movement type/source storage type/destinationstorage type level.

It is possible to split transfer orders with the help of one of these split profiles:

1. Picking area

2. Planned processing time

3. Movement unit (for example, pallets)

4. Weight

5. Volume

6. Customer-specific criteria that are implemented with a user exit

As a result, you only receive transfer orders that contain items that are picked in the same picking area

and do not exceed a weight of 100Kg, for example.

A single delivery item is not split into several TO items.





SAP AG 2003

Outbound deliveryOutbound delivery

Transfer order

has beengenerated

Delivery

qty

Pick.

qty

Status

WM act.

Wave

status

10 R100000 10 PC 10 PC C B

20 R100001 20 PAC 20 PAC C B

Status

WM act.

C

C

Transfer

ordermust be

confirmed



Confirmation

Confirming Transfer Orders

When you generate the transfer order, the system uses the delivery quantity as the picking quantity. The

picking status is set to C, meaning that picking is complete.

If you want to record the fact that picking is complete, you can use the confirmation requirement. Transfer orders and therefore picked quantities ( Pick quantity field) are confirmed before the goods issue

is posted.

If you can guarantee that picking very rarely changes outbound deliveries, and that quantities are

reported on time, this step can be limited to outbound deliveries that have to be changed by working

without confirmation requirements.

Quantity variances can also be confirmed. You can use a variance key to define the reason for the

quantity variance.

When confirmation is complete, the WM activity status is set to C, regardless of the reported quantity.

The picking quantity only influences the picking status.

The confirmation requirement is defined for each storage type in Customizing. It is sufficient if either the

"removal" from the source storage type or "putaway" into a destination storage type is flagged as

requiring confirmation.





SAP AG 2003

Explain what the terms “handling unit” and“packaging material” mean

Explain the necessary controls in Customizing for

packing

Have items in an outbound delivery packed


Packing: Topic Objectives





SAP AG 2003



Process outbound

deliveries


picks

Picking

Packing

Goods issue

Company

Invoice

Company

Invoice

Company xyz

DeliveryMMM


Warehouseorder ...

Sales order ...




DC R001Date






SAP AG 2003

+

Article 1

+ +

Packaging

material 1

Handling

unit 1Article 2 Packaging

material 2

Handling

unit 2

Handling Unit

The simplest form of a handling unit is one or more unpacked articles in packaging material.

In complicated cases, handling units may be packed inside one another. This means that one or more

unpacked articles and one or more handling units may be packed in another packaging material and theresult is a new handling unit.





SAP AG 2003

PackagingPackaging

material typematerial type

Article groupings forArticle groupings for

packaging materialpackaging material

Cartons

Containers

'Group 1'

'Group 3'

'Group 2'

Packaging materialR100025 roll container

Packaging materialR100025 roll container

Basic data:Packaging material type

Articles to be packedR100017 vacuum cleaner


Basic data:Article grouping PM

Packaging Material 1/2

Packaging materials are created as articles in the SAP Retail system using the article type 'VERP' and are

used for packing and transporting articles. Examples of packaging materials include: crates, roll

containers, barrels, and pallets. Packaging materials are assigned to packaging material types that have already been defined in

Customizing. In the same way, articles that are to be packed can be assigned to article groupings defined

in Customizing for packaging materials. Articles that have to be packed in the same type of packaging

material are grouped into an article grouping. The assignment in both cases is done in the basic data of

the relevant articles.

You can flag the individual items in a delivery using the item category, requiring packing (item must be

packed before goods issue) or not to be packaged (item cannot be packed).





SAP AG 2003

PackagingPackaging

material typesmaterial typesArticle groupings forArticle groupings for

packaging materialpackaging material

Cartons

Containers

'Group 1'

'Group 3'

'Group 2'

Packaging materialR100025 Roll container

Packaging materialR100025 Roll container

Basic data:Packaging material type



Basic data:Article grouping PM

Permitted

packaging material

Packing

default

Packaging Material 2/2

If the article that is to be packed has been assigned to an article grouping for packaging materials, you

can display the permitted packaging materials in the packing itself. The default can be created using the

settings in the Customizing view Determine permitted packaging materials. If you have made theappropriate settings for the delivery type, the system automatically defaults a packing type.





SAP AG 2003

Describe the effects of posting a goods issue

Summarize the entire outbound delivery process

and the documents created in this process

Explain how to confirm a delivery receipt


Goods Issue: Topic Objectives





SAP AG 2003



Process outbound

deliveries


picks

Picking

Packing

Goods issue

Company

Invoice

Company

Invoice

Company xyz

DeliveryMMM


DC R001Date


Warehouseorder ...

Sales order ...








SAP AG 2003

All shipping

activities complete?

All shipping

activities complete?

Shipping point

• Manual (change delivery)

• Collective processing

• Transfer order confirmation

• Using the delivery monitor

• Manual (change delivery)• Collective processing

• Transfer order confirmation

• Using the delivery monitor

Delivery 80003714Ship-to party...


1 2 3 4 5 6 7

8 9 1 0 11 1 2 1 3 1 4

1 5 1 6 1 7 1 8 1 9 2 0 2 1

2 2 2 3 2 4 2 5 2 6 2 7 2 8

2 9 3 0 31

Del. 80003714Ship-to party...

Goods Issue

Shipping activities are complete when the goods issue for an outbound delivery is posted.

The goods issue can only be posted if all the mandatory shipping activities have been carried out. If you

use picking relevance and confirmation requirements, these steps must be completed before the goodsissue can be posted.

A goods receipt can be posted by changing an individual delivery. Alternatively, you can use the

collective processing function to first select all the deliveries for which goods issues have to be posted

and then to actually post the goods issues. The delivery monitor is also an alternative.

You can also post a goods issue when you confirm a transfer order.

When processing an outbound delivery, before you post the goods issue, you can enter the effective

goods issue date without changing the planned date. A dialog box appears where you can enter the actual

goods issue date and you can post the goods issue to this date. The goods issue document belonging to it

is then posted with the actual goods issue date. If you do not enter a date, the current date is defaulted by

the system as the effective goods issue date.

The goods issue is valid for the entire outbound delivery.

Situations where errors arise are logged, for example, if data is incomplete. This could be a missing batch or serial number entries, or items that have only been partially picked. If an error occurs, there is

no goods issue posting.





SAP AG 2003

Goods IssueGoods Issue

Reduction of

requirements

Reduction of

requirements

Stock updatingon a quantity

basis

Stock updatingon a quantity

basis

Updating of

preceding documents

Updating of

preceding documents

Transfer tothe worklist

for billing

Transfer tothe worklist

for billing

Possible simultaneous

posting of the goods

receipt in the store

Possible simultaneous

posting of the goods

receipt in the store

Updating of

stock accounts

on a value basis

Updating of

stock accounts

on a value basis

Effects of the Goods Issue

Once the goods issue is posted, the options for changing the delivery are limited. Quantities, in

particular, cannot be changed. The delivery entered in the system must accurately reflect the actual

delivery. Goods issue:

Reduces warehouse stock

Posts the value change in the stock accounts in financial accounting for the article

Reduces delivery requirements

Includes status information in the delivery

Is included in the document flow

Generates a worklist for billing

Posts the goods receipt in the store at the same point in time as the one-level stock transfers are

defined in Customizing

If billing is to be executed using the Create billing document transaction, you can make a setting in the

copy control in Customizing for the billing document.





SAP AG 2003

HU 1

HU 2

HU 4

Outbound del.

Delivery noteShip-to party R314Del. note no. 7653.....

Art. 244 2 PC ... 8.50 USD Art. 564 5 PAL ... 230 USD

Art. 172 5 CAR ... 4.99 USD

. . . .

. . . .

. . . .

8.50 USD

Packing listOutbound del. 20003817.....

HU 1 Art. 31 3 PC ...

Art. 22 2 CAR ...

HU2 Art. 612 PAL ...

Art. 44 17 PC ...

. . . .

. . . .

. . . .

Freight listShipping point R300Date 02/17/1998

Del. 253 Store R153 188kgDel.275 Store R152 33kgDel. 288 Store R181 315kg

. . .

. . .

. . .

. . .

Handling unit 1Turner

4921 1132

Dx-003

Handling unit 2Goldblum

4921 1172

Dx-023

HU 3

Handlingunit 3Smith

4231 1142

Dp-023

Handling unit 4

3921 1144

Da-003

R e t a i l

p r i c e

Outbound Delivery Documents

Delivery notes can be printed for an outbound delivery before goods issue. A delivery note normally

contains the delivery note number, the delivery date, the ship-to party and the individual delivery items.

Delivery notes can also be sent by EDI. The layout of the delivery note is flexible. The retail price for each item can also be included in the

delivery note, thereby making price marking easier in the store.





SAP AG 2003

Salesorder

Post goods issuePost goods issue

Preceding

documents

Preceding

documents

Outbound

delivery

Transfer

order

Picking

Confirmation, if

necessary,

of TO and processing

differences

Confirmation, if

necessary,

of TO and processing

differences

111 222

333

444

555

Warehouseorder

Print delivery note if

necessary

Print delivery note if

necessary

666

Outbound Delivery Process:Documents and Procedures

The outbound delivery process starts with the creation of deliveries from current sales orders or stock

transfer orders.

Transfer orders are then created as picking documents, and these are used for the physical picking of thearticles from the picking location.

If the transfer orders have to be confirmed for the warehouse, the confirmation of completed picking has

to be done using the TO confirmation once physical picking is complete.

The goods issue is then posted with reference to the delivery.

A delivery note can be printed either before or after posting the goods issue, if necessary.







SAP AG 2003

Carry out the outbound delivery process for anarticle from the purchase order receipt in the

distribution center to posting the goods issue,

and you can also make the most important

Customizing settings for this process.


Goods Issue Process: Unit Summary





Goods Issue Process Exercises

Unit: Goods Issue Process

Topic: Rough Workload Estimate


• Call up the standard analysis rough workload estimate

• Explain which Customizing settings are necessary for the

rough workload estimate

At the beginning of the week, to help you plan your resources,you get an overview of the expected workload.

1-1 Your store purchase order needs to be processed right up to the goods issue stage. First

you would like to get a rough overview of the level of work coming your way in the

next week.

1-1-1 Create a rough workload estimate for picking/GI for all documents in all thewarehouses from today until the end of next week.

1-1-2 What weight and volume of goods have to be processed during this period?

Weight:______________________________________________

Volume:______________________________________________

1-1-3 From the overview, you would like to find out how great the workload is in

warehouse number T##. How do you do this?

______________________________________________________

To display the warehouse number, choose: Settings

Characteristic display Key and description

1-1-4 Display the ten warehouses with the highest level of weight to be processed.

Exit the rough workload estimate without saving the analysis data.





1-2 Display the workload update control for the rough workload estimate in Customizing.

1-2-1 In which units of weight and volume is data updated?

_____________________________________________________

1-2-2 How do you deactivate the rough workload estimate if you do not want to work

with it? (Do not change the settings)

______________________________________________________

______________________________________________________

1-2-3 Has data already been entered into the warehouse workload table for warehouse

L##?

______________________________________________________





Exercises


Topic: Outbound Delivery


• Explain and make the basic settings for an outbound delivery

• Create an outbound delivery for a stock transport order in yourstore.

The articles ordered by the store are going to be delivered from

your distribution center.

2-1 You would like all outbound deliveries to come from the new storage location for DC

T7##, 0005, in the future.

2-1-1 What rule has been set for the delivery type NL in picking location

determination?

______________________________________________________

What does it mean (F4)?

______________________________________________________

2-1-2 For distribution center T7##, the storage location determination has only been

set up with the situation. When the situation is 01 (standard), in future, you

want to pick from storage location 0005 and not from 0001. In the appropriateline in the storage location determination, overwrite the storage location 0001

with 0005.

2-2 The article from the stock transport order in exercise 2-5-1, unit 4, Inventory

Management , has to be delivered to store T2##.

2-2-1 Which document do you need to create from the stock transport order to be ableto process it further in shipping and which organizational unit is responsible for

this stock transport order?

______________________________________________________

______________________________________________________





All the exercises which follow can be done by choosing :

Logistics Execution Outbound Process Goods Issue

for Outbound Delivery

2-2-2 Create an outbound delivery using collective processing for the purchase order

for goods recipient T2##. Processing is done for the shipping point R300.Select all the documents for the period between now and the delivery date two

weeks from today. Create the outbound delivery in the background and use the

log to find out the delivery number:

______________________________________________________

2-3 Look at the delivery and determine various general data that is of importance for planning the picking.

2-3-1 At what time should the delivery leave the warehouse?

______________________________________________________

You will find this date by choosing Goto Header

Processing

2-3-2 Go back to the item overview for picking. Which storage location does the

system default for picking ‘space’ (if any)? __________________________________________________

2-3-3 From which warehouse number should the article be picked?

______________________________________________________

2-3-4 What is the current picking status?

______________________________________________________

What is the current WM activities status?

______________________________________________________

2-3-5 Which delivery type has the system is defined for your document and why doesthe outbound delivery have this particular delivery type?

______________________________________________________

______________________________________________________

See exercise 2-3-3 from the Unit Inventory Management,topic Goods Movement.





2-3-6* Where did you link the storage location with the warehouse number (see previous exercise)?

______________________________________________________

______________________________________________________





Exercises


Topic: Wave Picks


• Create wave picks

• Make the settings in Customizing to create the wave picksautomatically according to time criteria

The merchandise ordered by the store will now be picked in your

warehouse. You would like to divide up the individual outbounddeliveries into work packs for the picking staff.

3-1 To organize the work in your warehouse, you use wave picks to divide the outbounddeliveries up into work packs that will be processed later.

3-1-1 Create a wave pick for your outbound delivery using the outbound delivery

monitor. Select all the outbound deliveries for shipping point R300 that have to

be picked over the next 14 days. Limit all the deliveries to be processed to

your warehouse number L##.

3-1-2 Select your delivery and create a wave pick for warehouse L## with the

description “Wave pick ##” by choosing Subsequent functions Group

Wave pick

Write down the wave pick number (group number):

______________________________________________________

3-2 You want to use wave picks to organize your warehouse shifts in the future. You wouldlike to set a limit for a maximum weight of merchandise to be processed within these

shifts.

3-2-1 First you need to create a new profile, which you want to use in the first shift:

Create a new wave pick profile PROF## as a copy of profile PR0001 inCustomizing ( IMG: Logistics Execution Shipping Picking Picking

waves). In your first shift you can process up to a maximum of 500 kg.





3-2-2 You want to divide the morning into two shifts. To do this you need to createtwo new time slots:

Z2## ‘Early 1 Gr.##’ from 05:00 until 07:59

Z3## ‘Early 2 Gr.##’ from 08:00 until 11:59

Both time slots should incorporate the new profile PROF##.

3-2-3 Create a new time slot group for wave pick WR## with three shifts. The first

shift uses time slot Z2##, the second, Z3## and the third, Z003. Save your

timeslot group for wave pick.

3-2-4 Which outbound delivery time will be used in your warehouse L## as the timeof comparison for creating the wave picks?

______________________________________________________


3-3* Create 2 outbound deliveries for your site T2## that you want to have picked during

the new early shift.

3-3-1 Define a delivery without a reference (delivery type LO) in the shipping point

R300 and distribution chain R300/R5/R1 for your site T2##. Enter one week

from today at 09:00 as the goods issue time

The store should receive the following articles and quantities:

R100002 20 PC

R100007 10 CRTR100000 10 CAR

Save your data. Outbound delivery number:

______________________________________________________

Check the goods issue time after saving your entries and ifnecessary, change this time.

3-3-2 Create a second delivery without a reference for the site T2## with the same basic data as 3-3-1 but a goods issue time of one week from today at 09:15

with the following articles and quantities:

R100002 30 PCR100007 10 CRT

R100008 5 CAR

Save your entriesDelivery number:_________________________________

Check the goods issue time after saving your entries and if

necessary, change this time.





3-3-3 Create a wave pick in accordance with the delivery time in your warehouse

L##, using the goods issue date of your deliveries as a reference date and with

the timeslot group WR##.

Which outbound deliveries are used for wave creation?

______________________________________________________ ______________________________________________________

3-3-4 Why are the deliveries assigned to your second time slot?

______________________________________________________

______________________________________________________

3-3-5 Why are some deliveries not assigned automatically (red traffic light)? ______________________________________________________

3-3-6 Assign all your outbound deliveries to the first shift and save your entries.

Wave pick:__________________________________





Exercises


Topic: Picking


• Create a transfer order as a picking document

• Confirm the transfer order

• Set up the transfer order

The deliveries to your store are waiting to be picked in the

distribution center.

4-1 All other work can be carried out and monitored with the help of the wave pick

monitor.

4-1-1 Using the monitor, display all the wave picks for warehouse number L## with

Creation date for yesterday and today.

4-1-2 Then display (using the wave pick monitor) some of the data for the items in

the outbound delivery you created in 2-2-2.

Quantity picked

Picking status

WM activities status

Goods issue status

You will find a status overview of the outbound delivery inthe item details in the tab Processing .

Which document is required for the picking process as a result of WM activitiesstatus?

_____________________________________________________

4-1-3 Articles taken from storage (type fixed storage bin) must be confirmed by the

goods issue employee to ensure that the goods have been picked completely.Make the appropriate setting for this confrimation in Customizing for your

warehouse L##.





4-1-4 Go back to the wave pick monitor and create a transfer order by choosingsubsequent processing for your first wave pick. You can display the transfer

order number using the detailed info:

______________________________________________________

4-1-5 Go back to the wave pick monitor and refresh your list. What is the status for

WM activities for the wave pick now and what does it mean?

______________________________________________________

______________________________________________________

______________________________________________________

4-1-6 Display your outbound delivery.

What is the picking status for the article? ______________________________________________________

4-1-7 Using the wave pick monitor, confirm all open transfer order items for your

first wave pick and then refresh the list in the wave pick monitor.

4-2* Only 500 pounds in weight should be processed in future by each picker for each wave

pick request.

4-2-1 How can you ensure that a transfer order only contains a certain number of

articles that will not exceed the weight limit?

______________________________________________________

4-2-2 Create a split profile PR## in Customizing with the sort profile 1 and a

reference value 500 for the weight for the transfer orders for your warehousenumber L##. Set the split for the picking area. Finally, using the controls for the

performance data processing, assign the profile to your warehouse L## for the

movement type 601 to the source storage bin 005 and the destination storagebin 916.

4-2-3 How does the system know which weight unit to use for the warehouse in the

split profile?

______________________________________________________

______________________________________________________

4-2-4 Create the transfer orders for your second wave pick. How many transfer orders

do you get from the wave pick? ______________________________________________________





4-2-5 Check the transfer orders for the second delivery in your wave pick.What are the weights of the items in the transfer order?

First transfer order: ___________________________________________

Second transfer order: _________________________________________

4-2-6 Why are the first and third items in the outbound delivery combined in onetransfer order and not the first and second items instead?

______________________________________________________





Exercises


Topic: Packing


• Pack individual items in an outbound delivery

• Explain how packing can be controlled in Customizing

The items in the outbound delivery are going to be packed.

5-1 You want to have the articles packed which are to be delivered to the stores.

5-1-1 Which article group packaging material is assigned to the article TA03##?

______________________________________________________

5-1-2 In Customizing find out to which packaging material type this article group packaging material is assigned:

______________________________________________________

5-1-3 Have all the items from your outbound delivery in 2-2-2 packed and let the

system default the allowed packaging materials and select the roll container R1000025 for packing. A new handling unit has to be created if the previous

one is full.

5-1-4* From which setting in Customizing does the system default the packaging

material allowed for your article?

______________________________________________________





Exercises


Topic: Goods Issue


• Create a delivery note for your outbound delivery

• Post the goods issue

The merchandise has been picked. Add another delivery note to

the outbound delivery and finally post the goods issue out of your

warehouse.

6-1 Use the wave pick monitor to carry out the rest of the activities now.

6-1-1 Go to the wave pick monitor and select all the wave picks created yesterday and

today for your warehouse L##.

6-1-2 Look at the outbound delivery for the first wave pick. What is the item statusfor:

Picking

WM activities

Goods issue

6-1-3 Before you post the goods issue, you would like to add a delivery note from

output type LD00 to the wave pick deliveries. Create this using subsequent processing.

6-1-4 Finally, post the goods issue for your wave pick.

6-1-5 Display the document flow for the outbound delivery. Which documents arelisted?

______________________________________________________

______________________________________________________

______________________________________________________





Solutions


Topic: Rough Workload Estimate

1-1 Create rough workload estimate

1-1-1 Menu: Merchandise logistics Logistics execution Information System

Warehouse Rough Workload Estimate Picking/Goods Issue


Day Today until the end of next week

Rough workload est. Execute

1-1-2 You can see the entire weight and volume that has to be processed in the ‘total’line.

1-1-3 [Switch drilldown] Choose Warehouse number. [Enter]

To display the warehouse number, choose: Settings

Characteristic display Key and description

1-1-4 Place the cursor on the Weight column and [Top N...]

[Enter] Go back using the green arrow (do not choose the analysis)

1-2 Customizing

1-2-1 IMG: Logistics Execution Warehouse Management Planning and

Monitoring Rough Workload Estimate Control Update of Workload

Data

Weight unit: Kilogram Volume unit: Cubic meter

1-2-2 Pushbutton [Control]

In the field group Rough workload estimate, to deactivate, the button has to be

set to No update. (Do not change the settings)





1-2-3 IMG: Logistics Execution Warehouse Management Planning and

Monitoring Rough Workload Estimate Calculate Workload

Maintain Warehouse Workload

No times have been entered in the warehouse workload table for warehouseL##.





Solutions


Topic: Outbound Delivery

2-1 IMG: Logistics Execution Shipping Picking Determine Picking Location

2-1-1 Define rules for picking storage location determination

The rule MARE is assigned to delivery type NL. This means that the system

first searches for a storage location according to the MALA rule and then

according to the RETA rule (next-level principle).

2-1-2 Storage Location Determination With Situation


Site T7##

[Enter]

Overwrite the storage location with 0005 for situation 01.

Table view Save

2-2 Deliver article from the stock transfer order

2-2-1 A delivery must be created for the stock transfer order. The organizational unit

responsible is the shipping point.

2-2-2 Menu: Merchandise logistics Logistics execution Outbound ProcessGoods Issue for Outbound Delivery Outbound Delivery Create

Collective Processing of Documents Due for Delivery Purchase Orders


Shipping point R300

Delivery creation date from Today

to Friday next week

Ship-to party T2##

Program ExecuteSelect the purchase order

[Create delivery in background] Go back to the previous screen and choose Collective processing logs





2-3 Goto Delivery log Display delivery

Goto Documents

Environment Display Document

2-3-1 Goto Header Processing

The planned goods issue date is displayed in the Dates field group. Date

2-3-2 Goto Overview

Tab Picking Double-click on the item

Storage location: 0005

2-3-3 Warehouse number: L##

2-3-4 Picking status: not yet picked

WM status: WM transfer order required

2-3-5 Goto Header Administration

Delivery type is NL

The delivery type NL has been assigned to the document type UB in the IMG:

Materials Management Purchasing Purchase Order Set Up Stock

Transport Order

[Assign delivery type and checking rule]

See exercise 2-3-3 from the “Inventory Management” unit,

topic “Goods Movement”.

2-3-6* IMG: Enterprise Structure Assignment Logistics Execution Assign

warehouse number to site/storage location





Solutions


Topic: Wave Picks

3-1 Create wave picks

3-1-1 Menu: Merchandise logistics Logistics execution Outbound Process

Goods Issue for Outbound Delivery Picking Wave Picks Create ###

Via Outbound Delivery Monitor


Shipping point R300

Warehouse no. L## Program Execute

3-1-2 Select the outbound delivery

Subsequent functions Group Wave pick


Description Wave pick ##

Warehouse no. L##

Group number:____________________________________

3-2 IMG: Logistics execution Shipping Picking Wave Picks

3-2-1 Maintain Wave Picks Profile

Select the line Whse number L##/ picking waves prfl PR0001

Edit Copy as...


Warehouse no. L##

Picking waves prfl PROF##

Maximum weight 500

[Enter]

Table view Save





3-2-2 IMG: Logistics execution Shipping Picking Wave Picks

Maintain time slots

[New entries]


Time slot Z2##

Description Early 1 Gr.##



Time slot Z3##

Description Early 2 Gr.##


Table view Save

3-2-3 Maintain Time Slot Group for Wave Pick

Select all entries for timeslot group R001 Edit Copy as...

Overwrite R001 with WR##

Time slot for first line: Z2##

Time slot for second line: Z3## Time slot for third line: Z003

Table view Save

3-2-4 Maintain Time of Comparison for Forming Wave Picks

Time of comparison for L## is 3: Goods issue time






3-3* Create outbound deliveries

3-3-1 Menu: Logistics Execution Outbound Process Goods Issue for

Outbound Delivery Outbound Delivery Create Single Document

Without Order Reference


Shipping point R300

Delivery type LO

Sales organization R300

Distribution channel R5

Division R1

[Enter]


Ship-to party T2##

Planned goods issue One week from today at09:00:00

Article:

R100002 20 PC

R100007 10 CRTR100000 10 CAR

Outbound delivery Save

Follow the menu path: Outbound delivery Change Single Document andcheck the planned goods issue date and adjust it if necessary.





3-3-2 Menu: Logistics Execution Outbound Process Goods Issue for

Outbound Delivery Outbound Delivery Create Single Document

Without Order Reference


Shipping point R300

Delivery type LO

Sales organization R300

Distribution channel R5

Division R1

[Enter]


Ship-to party T2##

Planned goods issue One week from today at 09:15

Article:

R100002 30 PC

R100007 10 CRTR100008 5 CRT

Outbound delivery Save

Follow the menu path: Outbound Delivery Change Single Document

and check the planned goods issue date and change it if necessary.


Goods Issue for Outbound Delivery Picking Wave Picks Create ###

According to Delivery Time


Warehouse no. L##

Reference date Goods issue date for outbound

delivery

Time slot group WR##

Program ExecuteThe outbound deliveries from exercises 3-3-1 and 3-3-2 will be used.

3-3-4 The system compares the goods issue time of the outbound delivery with the

time frames of the time slots.

3-3-5 The wave profile used has a limited capacity of 500 kg.

3-3-6 Select the outbound deliveries and then the wave (set check mark)

Wave picks Save





Solutions


Topic: Picking

4-1 Menu: Merchandise Logistics Logistics execution Outbound Process Goods

Issue for Outbound Delivery Picking Wave Picks Monitor

4-1-1


Warehouse no. L##

Created by IRT340-##

Created on Yesterday to today

Program Execute

4-1-2 Expand the (first) wave pick and put the cursor on the outbound deliverynumber

Environment Display delivery

Double click on the item:

Pick. quantity: 0


Picking A

WM activities A

Goods issue A

You have to create a transfer order for the picking.Go back to the wave pick monitor [F3]

4-1-3 (Open second session)

IMG: Logistics Execution Warehouse Management Activities

Confirmation

Pushbutton [Storage type]

For warehouse L## and storage type 005, select Confirm stck removal .





4-1-4 Go back to the wave pick monitor using [F3]Select the (first) wave pick

Subseq. Processing Transfer order

Multiple Processing Start Multiple Process.

Pushbutton [Display details] TO number:___________________________

4-1-5 Go back to the wave pick monitor using [F3] (confirm prompt with Yes)

List Refresh

Double click on the (first) wave pick Status overview of WM activities B (there are open TO items)

Picking has not yet been completed. The TO items still need to be confirmed.

4-1-6 Expand the (first) wave pick and put the cursor on the outbound delivery

number



(You may have to choose Goto Item Processing)

Picking status C picking complete

4-1-7 Go back to the wave pick monitor using [F3]

Select the first wave pick

Subseq. processing Confirm

Program Execute

Transfer order Confirm rem. items





4-2* TO split

4-2-1 With the TO split you can split up transfer orders according to weight, for

example.

4-2-2 IMG: Logistics execution Warehouse Management Activities

Transfers Processing Performance Data/ TO Split

Define Profiles [Profile for Transport Order Splitting]

Button [New entries]


Warehouse no. L##

Profile PR##

Split picking area !

Sort profile 1

Weight (limit) 500Table view Save

IMG: Logistics execution Warehouse Management Activities

Transfers Processing Performance Data/ TO Split Control for

Performance Data Processing/Define TO Split

[Performance data control]

Pushbutton [New entries]


WhN L## MvT WM movement type 601

Source stor. ty. 005

Dest. stor. type 916

Profile TO Split PR##

Tables view Save

4-2-3 The system obtains the weight unit from the warehouse master record:

IMG: Logistics Execution Warehouse Management Master Data

Define Control Parameters for Warehouse Number

Select L## and choose Goto Details

In the field group Weights/units of measure you will find the weight unit LB for

your warehouse


Goods Issue for Outbound Delivery Picking Wave Picks Monitor






Warehouse no. L##


Created on Yesterday to today

Program Execute

Select the second wave pick

Subseq. processing Transfer order

Multiple processing Start multiple proc.

Button [Display detail info]

Four transfer orders have been created altogether.

4-2-5 Go back to the wave pick monitor using [F3] (confirm prompt by choosing yes)

Place the cursor on the first outbound delivery of the second wave pick and

choose



Select the individual transfer orders and choose [Display document]

You will find the weights under the tab General View.

4-2-6 On the basis of the assigned sort profiles, the articles are first sorted according

to article number and then evaluated by weight.





Solutions


Topic: Packing

5-1 Packing

5-1-1 Menu: Master data Article data Article Display

Choose the view Basic Data


Article TA03##

[Enter]

In the field group Internal Logistics Data, you will find the merchandisecategory pckmat:G010.

5-1-2 IMG: Logistics Execution Shipping Packing Define Allowed

Packaging Materials

G010 is assigned to the packaging material types V080, V090, V100.

5-1-3 Merchandise logistics Logistics execution Outbound Process Goods

Issue for Outbound Delivery Outbound Delivery Change Single

Document

Enter the delivery number from the delivery you created in exercise 2-2-2

[Enter]

Edit Pack

Select item, Extras Allowed packaging material

Double-click on R100025

Select the handling unit and article

Edit Pack New HU if full

5-1-4 Allowed packaging materials are defaulted by the system in the Customizingview Define Allowed Packaging Materials (see 5-1-2)





Solutions


Topic: Goods Issue

6-1 Menu: Merchandise Logistics Logistics Execution Outbound Process

Goods Issue for Outbound Delivery Picking Waves Pick Monitor

6-1-1


Warehouse no. L##

Created by IRT340-##Created on Yesterday to today

Program Execute

Select first wave pick

6-1-2 Expand the (first) wave pick and put the cursor on the outbound delivery

number




Picking C fully picked

WM activities C WM TO confirmed

Goods issue A not yet started





6-1-3 Select first wave pick

Subseq. processing Output/papers Output delivery note Delivery note


Output type LD00

Program Execute

Select outbound delivery Subsequent functions Outbound Delivery Output


Processing mode First processing

Goto Print preview


Select the first wave pick

Subsequent Processing Goods Issue GI Collective Processing Program Execute

Select outbound delivery

Subsequent Functions Post Goods Issue

Confirm actual goods movement date with [Enter]


Expand the first wave pick and place the cursor on the outbound deliverynumber



The following documents are displayed:Purchase order

Outbound delivery (replenishment delivery)

WM System transfer orderHandling unit(s)

GI posting (UL on stock in transit)





SAP AG 2003

Merchandise distribution overview

Cross-docking

Flow-through

Contents:






SAP AG 2003

Explain the various procedures for merchandisedistribution

List the documents required for the individual

procedures

Make the settings needed for merchandise

distribution


Merchandise Distribution: Unit Objectives





SAP AG 2003

Course Overview

Conclusion7

1


Inventory Management4Goods Issue Process5

Merchandise Distribution6

Course Overview





SAP AG 2003

Your company wants to improve the merchandise

flow from the vendor to the store so you want to

introduce cross-docking in your distributioncenter.

Merchandise Distribution: Business Scenario





SAP AG 2003

333

555

Store salesStore sales

Sales data uploadSales data upload

Generation of

store orders

Generation of

store ordersCollective POCollective PO

Goods receipt in

distribution center

Goods receipt in

distribution center

Cross-docking

and goods issue

Cross-docking

and goods issue

Goods receipt in

store

Goods receipt in

store

222

444

111666

777

Merchandise flow

Information flow






SAP AG 2003

Explain the tasks and objectives of merchandisedistribution in SAP Retail

Name the two phases of merchandise distribution

and explain the steps involved in them

Name the processing methods involved in

merchandise distribution


Merchandise Distribution Overview: Objectives





SAP AG 2003

Central procurement and merchandise distribution

push pull

Vendor Vendor

Distrib. center Distrib. center

Recipient ARecipient A

Allocation

tablesCollective

PO

Head officeHead office Head officeHead office


Recipient BRecipient B

You can use the merchandise distribution functions to control the flow of merchandise from the vendor

to the recipient (store or customer), if the recipient of the articles is known at the time of procurement.

You use either an allocation table (push method) or a collective purchase order (pull method) to plan

distribution. The merchandise is procured externally and flows through the distribution center. It can

either be put away in the distribution center or moved through the distribution center using cross-docking

or flow-through.

In the push method, merchandise distribution is planned using an allocation table. The procurement

documents (vendor orders) and issue documents (warehouse orders or outbound deliveries) are then

generated as follow-on documents for the allocation table.

Issue documents (sales orders or warehouse orders) for the recipients normally exist for the pull method.

Collective purchase orders are created as procurement documents in which the issue document quantities

for each article and distribution center are added together. Distribution data is also updated in the system

when collective purchase orders are generated. The data is then used to control and monitor thedistribution of merchandise to the recipients.





SAP AG 2003

P

L

A

NN

I

N

G

PP

LL

AA

NNNN

II

NN

GG

Collective PO

or

Allocation tables

OR 45...Vendor: R3000

Assignment Assignment Assignment

STO 45...Vendor DC:R300

STO 45...Suppl. DC:R300

Sales order Suppl. DC:R300

Procurement docs

STO 45...

Suppl. DC:R300

STO 45...Suppl. DC:R300

Store order Suppl. DC:R300

Issue documents

Goods receipt Goods issue

OR 45...Vendor: R3001

Cross-docking

Flow-through

CrossCross--dockingdocking

FlowFlow--throughthrough

Head officeHead office

P

R

O

C

E

S

S

I

N

G

PP

RR

OO

CC

EE

SS

SS

II

NN

GG


111

222

Phases of Merchandise Distribution

The merchandise distribution process is broken down into planning and processing phases.

Planning for merchandise distribution is done centrally, either using an allocation table or a collective purchase order. Distribution data is updated during planning. This data forms the link between

procurement and issue documents.

Merchandise distribution is processed in the distribution center. The distribution data is adjusted to

match the quantities that are actually available at goods receipt. The merchandise is then distributed to

recipients using different processing methods or placed in storage, as required. The merchandise is then

moved to the goods issue area where the goods issue is then booked.





SAP AG 2003

Collective PO

or

allocation table

Collective POCollective PO

or or

allocation tableallocation table

Goods receiptGoods receipt Adjust article

quantities

Adjust article

quantities




Processing Merchandise Distribution

Cross-docking is an ECR (Efficient Consumer Response) concept for optimizing logistics, particularly in

the distribution center. The merchandise is taken from goods receipt to goods issue without being put

into stock. By using the cross-docking method, you can increase the stock turnover, move the

merchandise through the distribution process more quickly, and reduce storage costs. In SAP Retail, you

can use the cross-docking method even if you do not use a warehouse management system.

Distribution data is created when the merchandise distribution is planned, that is as a result of the

generation of follow-on documents for an allocation table, or the generation of a collective PO. During

or after goods receipt, the data is updated on the basis of any changes made.

A merchandise distribution method in which merchandise flows through the distribution center consists

of the following steps:

1. Planning

2. Adjusting distribution quantities3. Subsequent processing using various processing methods

4. Moving goods to the goods issue area

5. Posting goods issue







SAP AG 2003

Explain the steps involved in the cross-dockingmethod of processing merchandise distribution

Name and describe the documents required forcross-docking

Make the settings needed for cross-docking withprepacking


Cross-Docking: Objectives





SAP AG 2003



Warehouseorder Recipient B

Sales order Recipient A

Vendor Vendor Distrib. center Distrib. center

Vendor order

DC 2 car

[Recipient B 1car]

[Recipient A 1car]

Cross-Docking: Flow of Information andMerchandise 1/2





SAP AG 2003



Distrib. center Distrib. center Warehouseorder Recipient B

Sales order

Recipient A

Vendor order

DC 2 car

[Recipient B 1car]

[Recipient A 1car]

Merchandise flow

Information flow

Vendor Vendor

Cross-Docking: Flow of Information andMerchandise 2/2





SAP AG 2003



Vendor order

111

Cross Docking: Steps Involved 1/4





SAP AG 2003

Vendor order Sales order

Recipient AWarehouseorder Recipient B

111


222

Article 1 Article 3Article 2

Cross-Docking: Steps Involved 2/4





SAP AG 2003

Outbound del.

Recipient A

Article 1 1Pal

Article 2 1Pal

Article 3 1Pal

Outbound del.

Recipient B

Article 2 1Pal

Article 3 1Pal



Vendor order

111

333


222







SAP AG 2003Goods issueGoods issue

Outbound del.

Recipient A

Article 1 1Pal

Article 2 1Pal

Article 3 1Pal

Outbound del.

Recipient B

Article 2 1Pal

Article 3 1Pal



Vendor order

111

333


222


444


1. The warehouse orders for the stores and/or sales orders are grouped together to create a single

purchase order for the vendor. You can do this using the "Collective PO" function or from the allocation

table, where a purchase order containing the total quantities for the distribution center is created. Note:The allocation table function does not support prepacked cross-docking with SLS (Supplementary

Logistics Services).

2. The goods are delivered to the distribution center and the goods receipt is posted to the relevant

storage location. The merchandise distribution data can be adjusted if necessary, enabling you to take

account of any differences between the ordered and delivered quantity, and to adjust the original

quantities ordered by the stores, if required.

3. During or after this adjustment, outbound deliveries are generated from the warehouse orders or sales

orders. The vendor has already packed the articles by vendor, so complete pallets can be delivered to the

recipients.

4. A goods issue must be posted with reference to the outbound deliveries.





SAP AG 2003

Supplying DC:

R300R100000 10Pc

R100002 10Pc

R100003 20Pc

Delivery due list

(stock transport orders,

sales orders)

SelectionSelection

Processing methods:

Cross-docking

Flow-through

Putaway

Cross-docking/flow-through

Cross-docking/putaway

Create a collective purchase order

Distribution profile: 001Distribution profile: 001

Distribution profile: 002Distribution profile: 002

Processing method: cross-dockingProcessing method: cross-docking

Processing method: flow-throughProcessing method: flow-through

Distribution profile: __ Distribution profile: __

SPO 450000...Vendor: R3001

R100002 10 Pc

Flow-through

Proposed

Processing method

Proposed

Processing method

Selection of Articles for Collective PO

When creating collective purchase orders, you can enter criteria so that schedule lines in issue

documents are taken into consideration. You can enter the following criteria: distribution center,

recipient, relevant time period and issue document type. Of the selected articles, the system only takes

those articles into consideration that have been assigned the relevant processing method in distribution

profile in the article master. Existing warehouse stock and open purchase orders can be considered as

merchandise that has already been procured.

The system uses your settings to select the relevant issue document items and their schedule lines, and

groups their quantities for each article and distribution centers into potential collective order schedule

lines. Potential collective PO items are then created using one or more collective PO schedule lines.

You can process potential collective PO items individually in detail or using a worklist, and make

changes as required. This is how you can assign supply sources or change the quantity of collective PO

schedule lines, for example.





SAP AG 2003

GRVendor order

ArticleArticle

AdditionalsAdditionals

Service profile for SLS

Control for:

• Purchasing

• Goods movement

• Delivery

• Sales order

Control for:

• Purchasing

• Goods movement• Delivery

• Sales order

SLSSLS

Procedure for additionalsProcedure for additionals

Statistical subitems

per recipient

SLS: PrepackingSLS: Prepacking

Follow-on action:

Supplementary Logistics Services (SLS)

Supplementary Logistics Services (SLS) are article-specific services supported by logistics. Each SLS

has its own article master, for which you only have to enter basic data.

Technically, SLS are additionals. You assign SLS to an article by entering the number of the SLS as anadditional, and the appropriate procedure for additionals in the article master of the article to be procured

or sold.

If a procedure for additionals that has the follow-on action 'Prepacking' is assigned to an SLS, a

statistical subitem is created for each recipient. The quantity of the article for the individual recipient is

entered in this subitem. The total recipient quantities must always be the same as the total quantity of the

purchase order item.

SLS functions can be used by both customers and vendors. Customers and vendors can take account of

the costs for SLS during price determination and update the data for the SLS in the Retail Information

System (RIS).





SAP AG 2003

Supplying DC: R300

R100000 10PcR100002 10Pc

R100003 20Pc

Stock transport orders,

sales orders

SPO 450000...Vendor: R3001

R100000 10Pc

Create a collective

purchase order

Block on processed

item(s) in delivery due list

Allocation table

R100000 100 Pc

Item category: Merchandise

distribution

R100002 100 Pc

Item category: Merchandise

distribution

Supplying DC: R300Store: R314

R100000 10Pc

R100002 10Pc

Stock transfer orders

Generate follow-on

documents

Blocks for a Delivery Due List

If sales orders or stock transport orders are combined to form a collective purchase order, then, once the

collective purchase order has been created, they are blocked by the delivery due list for outbound

delivery creation so that no further processing can be carried out in shipping.

Stock transport orders that are created for merchandise distribution from the allocation table (controlled

by item category) are also blocked for the delivery due list.





SAP AG 2003

Name two different flow-through methods andexplain the main differences between them

Explain the steps involved in these two methodsand create the documents required for them

Make the basic settings needed to use the variousflow-through methods in a distribution center


Flow-Through: Objectives





SAP AG 2003

Vendor order

Delivery

Recipient A

Article 1 1Pal

Article 3 1Pal

Article 1 Article 3Article 2 Delivery

Recipient B

Article 2 1Car

Article 3 1Pal



111

333


222

Recipient-Driven Flow-Through: Steps Involved 1/3





SAP AG 2003

Vendor order

Recipient B

Delivery

Recipient A

Article 1 1Pal

Article 3 1Pal


Recipient B

Article 2 1Car

Article 3 1PalPicking



111

444

333


222






SAP AG 2003

Vendor order


Recipient A Recipient B

Delivery

Recipient A

Article 1 1Pal

Article 3 1Pal


Recipient B

Article 2 1Car

Article 3 1PalPicking



111

444

333


222

555



purchase order for the vendor. You can do this using the "Collective PO" function or from the allocation

table, where a purchase order containing the total quantities for the distribution center is created. 2. The goods are delivered to the distribution center and the goods receipt is posted to the relevant

storage location. The goods are not prepacked. The merchandise distribution data can be adjusted if

necessary, enabling you to take account of any differences between the ordered and delivered quantity,

and to adjust the original quantities ordered by the stores, if required.

3. During or after this adjustment, outbound deliveries are generated for each recipient from the

warehouse orders or sales orders.

4. You then pick the articles for the individual recipients, using the delivery document as a picking

document.

5. A goods issue is posted with reference to the outbound deliveries.







SAP AG 2003

Site profile for distributing articlesSite profile for distributing articles

Time of outbound delivery

/distribution order generation

Time of outbound delivery

/distribution order generation

Control depends business processControl depends business process

Time of adjusting distribution data to

match GR data

Time of adjusting distribution data to

match GR data

Continue processing if data isincomplete?

Distribution profileDistribution profile


Create outbound delivery at same

time?

Time of adjustment and follow-on

document generation for SLS

Distribution Profile for the Site (2/2)

For each business process, you can define the times for adjusting distribution data (at goods receipt,

checking the size of the variance, if necessary, or manually) and follow-on document (outbound

delivery, distribution order) generation. In addition, you can define strategies for dealing withincomplete distribution data.





SAP AG 2003

Vendor order

111


222



Merchandise-Driven Flow-Through: Steps Involved1/5





SAP AG 2003

Vendor order


111


222

Distribution order

Article 3

Recipient A 1 Car

Recipient B 2 Car

Distribution order

Article 1

Recipient A 3 Car

Recipient B 3 Car



333








SAP AG 2003

Vendor order

Storage bin for recipient A Storage bin for recipient B


Picking

111

444


222

Distribution order

Article 3

Recipient A 1 Car

Recipient B 2 Car

Distribution order

Article 1

Recipient A 3 Car

Recipient B 3 Car

Outbounddelivery

Recipient B

Article 1 3 Car

Article 3 2 Car

Outbounddelivery

Recipient A

Article 1 3Car

Article 3 1Car



555

333






SAP AG 2003


Storage bin for recip. A Storage bin for recip. B


Picking

111

444


222

Distribution order

Article 3

Recipient A 1 Car

Recipient B 2 Car

Distribution order

Article 1

Recipient A 3 Car

Recipient B 3 Car

Outbound del.Recipient B

Article 1 3 Car

Article 3 2 Car

Outbound del.Recipient A

Article 1 3 Car

Article 3 1 Car 666



Vendor order

555

333

Merchandise-Driven Flow Through: Steps Involved5/5


purchase order for the vendor. You can do this using the "Collective PO" functionality or from the

allocation table, where a purchase order containing the total quantities for the distribution center iscreated.

2. The goods are delivered to the distribution center and the goods receipt is posted to the relevant

storage location. The goods are not prepacked. The merchandise distribution data can be adjusted if

necessary, enabling you to take into account any differences between the ordered and delivered quantity,

and to adjust the original quantities ordered by the stores, if required.

3. During or after this adjustment, distribution orders are generated for each article from the warehouse

orders or sales orders. The distribution orders contain information on which recipient is to receive which

quantity of the article concerned.

4. The articles are then picked individually using the distribution orders as picking documents and

distributed to the individual recipients on the basis of the purchase order.

5. As soon as a package (such as a pallet) for the recipient is full, an outbound delivery is created for it.

The items in this outbound delivery are not relevant for picking.

6. A goods issue is posted with reference to the outbound deliveries.





SAP AG 2003


for the article in DCfor the article in DC

Processing method fordistributionProcessing method fordistribution

Difference in percent

between delivered and

ordered quantity for

adjusting data in GR

Difference in percent

between delivered and

ordered quantity for

adjusting data in GR

Distribution method for

flow-through:

recipient or merchandise-

driven?

Distribution method for

flow-through:

recipient or merchandise-

driven?


ArticleArticle

Control depends on businessControl depends on business

processprocess

Time when distribution data is

adjusted to match GR data:

Time when distribution data is

adjusted to match GR data:



At goods receipt checking

size of variance

Distribution Profile for Article

The article distribution profile defines the processing method and the quantity adjustment made at

goods receipt. The assignment of the distribution profile to the article (logistics data view) is a

prerequisite for using the merchandise distribution functions for the article. The processing method is mapped as a combination of the processing and distribution method, which

means that for the flow-through method you can differentiate between recipient-driven and merchandise-

driven flow-through.

If the delivered quantity differs from the ordered quantity, the system can adjust the values automatically

at goods receipt. You can use the time set in the Adjustment at GR paramater (in the distribution profile

for the distribution center) to make this automatic adjustment dependent on a percentage. You can enter

a value in the Percentage variance, adjustment field in the distribution profile of the article to define

the how high the difference may be in percent between the delivered and ordered quantities for the

planned distribution still to take place in goods receipt.

Example:

If you do not want automatic adjustment to take place if the difference is more than 15%, you enter a

value of 15.





SAP AG 2003


for the article in DCfor the article in DC

Percentage variance,

adjustment


adjustment

Adjustment ProfileAdjustment ProfileAdjustment Profile

Adjustment profilesAdjustment profiles

per processing methodper processing method

(and business process)(and business process)

Function modules for

• Overdelivery

• Underdelivery

Function modules for

• Overdelivery

• Underdelivery

Allocation of remaining

quantitites

Allocation of remaining

quantitites

Adjustment Profile

Collective purchase

order or

allocation table

Collective purchaseCollective purchase

orderorder or or


Goods receiptGoods receipt Adjust article

quantities


Head OfficeHead Office

Once all the requirements for automatic adjustment are met in goods receipt, you use the adjustment

profile to define how quantities are to be adjusted. For each processing method and, if applicable,

business process, you can use the standard function modules for distributing an overdelivery orunderdelivery, or you can use your own function modules.

If quantities are left over after adjustment, you can use the parameter, Allocation of remaining quantities,

to determine to which sites these quantities are assigned.

• Allocated to largest quantity

• Allocated to smallest quantity

• User exit

• Equally distributed

• Fill up to planned quantity then distribute equally in issue unit of measure

• Put away remainder

If you use the push method with an allocation table, you should ensure that the processing method is

determined dynamically from the master data, as the setting is made for the adjustment profile for each

processing method. You do this by choosing the setting Determine processing method from master data

for the parameter Proc. meth. determ. in the item category of the allocation table.

If you want to adjust an allocation table in goods receipt, you must activate the Creation of distribution

data in the item category of the allocation table.





SAP AG 2003

PutawayPutawayMerchandise-

driven

flow-through

Merchandise-

driven

flow-through

Recipient-driven

flow-through

Recipient-driven

flow-throughCross-dockingCross-docking


Collective PO

or

allocation table

Collective POCollective PO

or or



Processing method


Outbounddeliveries

OutboundOutbound

ddeliverieseliveries

Outbound deliveriesOutbound dOutbound deliverieseliveries

Outbound deliveriesOutbound dOutbound deliverieseliveries

Distribution order DistributionDistribution order order

Picking


Overview of Documents in MerchandiseDistribution

In subsequent processing, various processing methods are used to distribute the goods to recipients or

put them into stock. The stock is posted to a separate storage location for each processing method. The

following processing methods are possible for cross-docking:

1. Cross-docking: Handling units are not unpacked between goods receipt and goods issue.

2. Flow-through: After goods receipt, merchandise is transported to a repacking bin, where it is

repacked. The merchandise is then transported to goods issues. There are two kinds of flow-through:

Recipient-driven flow-through and merchandise-driven flow-through

3. Putaway: Merchandise is posted to a putwaway storage location.

You can use optimized procurement methods to enable you to meet the handling unit requirements of the

individual recipients, while still being able to procure in large handling units. The optimized methods are

combinations of existing methods:

4. Cross-docking/flow-through

5. Cross-docking/putaway





SAP AG 2003

Explain the various procedures for merchandisedistribution

Name and create the documents required for the

individual procedures

Make the settings necessary for using

merchandise distribution


Merchandise Distribution: Unit Summary





Merchandise Distribution Exercises

Unit: Merchandise Distribution

Topic: Cross-Docking with Prepacking


• Create a collective PO with subitems for prepacking

• Post the receipt of prepacked goods in the distribution center

and process the stores’ purchase orders in shipping using thecross-docking method.

Before procuring merchandise, you group the stock transport

orders from your stores together to create a collective purchase

order for an external vendor. The collective PO containssubitems, which represent the quantities ordered by the individual

stores, so that the vendor can prepack the goods. When goods are

received in the distribution center, the article quantities aredistributed among stock transport orders and sent to goods issue

immediately, together with the relevant documents.

1-1 When placing purchase orders for your stores in the future, you want to have the

vendor prepack the goods.

1-1-1 Which additional is assigned to article TA11## (in the additional data) and

which procedure for additionals is used?

________________________________________________________________ ____________________________________________

1-1-2 Look at the procedure for additionals in more detail in Customizing.

What is the name of the service profile used, and which follow-up action isused for prepacking?

_____________________________________________________

1-1-3 Assign the additional assigned to TA11## to article TA12## with the procedurefor additionals 0005.





1-2 Go into the application and create two stock transfer orders with the following data by

choosing Purchasing Purchase order Create Vendor Known:

1-2-1 Stock transfer order

Supplying site: T7##

Purchasing org.: R300 Purchasing group: R30

Article: TA11## 10 Car Delivery date: One week from today

Site: T1##

Article: TA12## 200 Pc

Delivery date: One week from today Site: T1##

Purchase order number: _____________________________

1-2-2 Stock transfer orderSupplying site: T7##

Purchasing org.: R300 Purchasing group: R30

Article: TA11## 30 Car Delivery date: One week from today

Site: T2##

Article: TA12## 400 Pc Delivery date: One week from today

Site: T2##

Purchase order number: ______________________________

1-3 The purchase orders for your stores are now grouped into a collective purchase order

for an external vendor in Merchandise Distribution.

1-3-1 Create a collective purchase order for distribution center T7## and purchasing

organization R300. You want to procure all the articles that have to bedelivered to your store by next Friday. The goods are to remain in the

distribution center for no more than one day. To do this, choose Schedule line

interval 1.





1-3-2 What does the ‘SLS’ indicator mean in the article item (F1 help)? ______________________________________________________

______________________________________________________

______________________________________________________

______________________________________________________

1-3-3 How can you find out which stock transport orders should be used to calculatethe purchase order quantity?

______________________________________________________

1-3-4 Which vendor does the system determine for the individual articles?

Generate a collective purchase order using the total worklist and make a note ofthe number:

______________________________________________________

1-3-5 Display the collective purchase order in the system.To which site is the total quantity of the article delivered?

______________________________________________________

In which storage location is goods receipt to take place? ______________________________________________________

1-3-6 Where in the purchase order do you find out which stores the articles are

subsequently going to be delivered to?

______________________________________________________

______________________________________________________

1-4 After goods receipt at the distribution center, the received quantities are distributed tothe individual stock transport orders for the stores. They are then moved to goods issue

immediately, together with the relevant delivery documents.

1-4-1 The goods were delivered in full to distribution center T7## and you post a

Goods receipt for distribution for your collective PO (see exercise 1-3-4) using Movement type 101. Make a note of the article document number.

______________________________________________________

1-4-2 Go to the merchandise distribution monitor and check that the article is

distributed correctly to the individual recipients in distribution center T7##

from the PO created in exercise 1-3-4.Which documents does the system display?

______________________________________________________ ______________________________________________________





1-4-3 The follow-on documents for delivering items from the distribution center tothe stores are also created when merchandise distribution is adjusted. Find the

document type and document number using the purchase order history for the

items in the stock transport order that you created.

Document: Number:

1-4-4 Display the delivery.

Which picking storage location did the system determine?

What is the picking status of the article items?Picking status:

How does this affect processing the delivery?

______________________________________________________ ______________________________________________________

1-4-5* Now post the goods issue for the deliveries from the outbound delivery monitor

( Merchandise logistics Logistics execution Outbound process Goods

issue for outbound delivery Post goods issue Collective PO viaoutbound delivery monitor ) . All your deliveries are processed through

shipping point R300.

In the document overview, choose Edit→ All selections and

enter your sold-to parties T1## and T2## as selection criteria

for the outbound deliveries.

1-4-6* In the monitor for merchandise distribution, look at the PO history for the items

in your collective PO and stock transport order. Which follow-on documentsare displayed?

Follow-on documents for collective PO:

_____________________________________________________

Follow-on documents for stock transport order:

_______________________________________________________________ ___________________________________________





Exercises


Topic: Recipient-Driven Flow-Through


• Make the Customizing settings for merchandise distribution

• Make the settings necessary for recipient-driven flow-through

• Create and carry out merchandise distribution using an allocationtable according to the push method.

Create an allocation table for merchandise distribution and generate

the follow-on documents for this. Once the articles have been

received in the distribution center, deliveries are created on the basisof stock transport orders. The merchandise is picked, and the goods

issue is posted in the distribution center. Goods receipts are then

posted in the stores.

2-1 First, create a new site profile and assign this to your distribution center.

2-1-1 In Customizing for merchandise distribution ( Logistics - General

Merchandise Distribution), create site profile B##. You want your site profile

to allow for both cross-docking and flow-through. You do not want cross-

docking deliveries to be relevant for picking.

In the controls for business processes, make a setting for the Push process so

that the time for adjustment has to be determined manually. Deliveries anddistribution orders are also to be generated manually (in a separate transaction).

In addition, merchandise distribution is to take place even if deliveries are

incomplete. Leave all the other entries as they are.

2-1-2 In the site master, assign the new site profile B## to distribution center T7##.





2-2 In the application for planning merchandise distribution, create an allocation table.

2-2-1 Create an allocation table with Allocation table type 0340 for purchasing

organization R300 and purchasing group R30. The “Site delivery date” is 14days from today and the DC delivery date is 13 days from today.

100 car of article TA03## and 100 car of article TA04## are to be delivered to

the stores of site group BGAK##. For this you need to make control settings for

the procurement and outbound delivery of the article in the Item category so

that a purchase order is processed via the DC (with the stock transport orderUB) FT. Which item category do you choose? ______________________________________________________

Save the allocation table and make a note of the number.

______________________________________________________

If you receive the message:

The allocation table is complete.

However, there are messages and warnings.

Do you want to save the allocation table anyway?

Choose [Save]

2-2-2 From the display view of the allocation table, generate the vendor order for both

items and make a note of its number:

______________________________________________________

Look at the purchase order. To which site and storage location are the articles

delivered?

______________________________________________________2-2-3 From the display view of the allocation table, generate the stores’ warehouse

order for both items in the DC. As you want a separate warehouse order number

for each store, choose “Site” as the split criterion.

Choose CTRL+F1 to call the split criterion.

Make a note of the stock transport order numbers: ______________________________________________________





2-3 Planning for your merchandise distribution is now complete and the merchandise is

delivered to the distribution center.

2-3-1 The ordered articles are delivered in full by the vendor, and you post the goodsreceipt in distribution center T7## with movement type 101 and with reference

to the vendor order created in exercise 2-2-2.

Adopt the defaulted quantity and post the goods receipt.

Article document:___________________________________________

2-3-2 Now run the distribution of the quantities of your articles posted in the goods

receipt in the monitor for your distribution center T7## and for the vendor purchase order (see 2-2-2). Which Customizing setting determines that, in this

case, a delivery for the warehouse orders is not generated at the same time as

the goods receipt is posted (no purchase order history records exist)?

______________________________________________________ ______________________________________________________

2-3-3 In the monitor, adjust the merchandise distribution data. Which article

quantities does the system default for distribution?

Cross-docking:_________________________________________

Flow-through: _________________________________________

Save the defaulted distribution data and go back to the monitor.

2-3-4 In the distribution profile for the distribution center, you defined that deliveries

are generated manually once distribution data has been adjusted. In the monitor,create the deliveries for the purchase orders. Make a note of the delivery

numbers that are determined in the log:

______________________________________________________

______________________________________________________

2-3-5 Display the details of one of the deliveries. Which storage location are the

articles picked from? ______________________________________________________

What is the picking status of the items? ______________________________________________________

2-4* Pick the merchandise and post the goods issue for the distribution center.





Exercises


Topic: Merchandise-Driven Flow-Through


• Control merchandise distribution in Customizing

• Make the settings needed for flow-through

• Enter a goods receipt with an underdelivery

You use merchandise distribution in the warehouse so that you

can carry out logistics processes quickly. As your vendordelivered fewer articles than you ordered, you record this

underdelivery at goods receipt. Use the optimized cross-docking/merchandise-driven flow-through method to do this.

3-1 In distribution center T7## you want to use the optimized cross-docking/flow-through method so that merchandise distribution is carried out automatically. To do this, first

optimize your distribution profile.

3-1-1 In Customizing for merchandise distribution, change the site profile B##. Make

settings for the “pull” method by copying the business process for the “push”method. Then make the following changes on the detailed screen for the “pull”

method:

Distribution data has to be adjusted at goods receipt, but the difference betweenthe ordered and received quantities needs to be checked. CD deliveries are to be

created automatically at goods receipt.

Do not make any changes to the other settings. Save your profile.

3-1-2 If the delivered and ordered quantities differ, distribution quantities need to be

adjusted automatically at goods receipt. SAP Retail uses a function module for

this and offers a standard procedure. Which profile contains these settings? ______________________________________________________





3-1-3 In future, distribution data is only to be adjusted automatically if the deliveryquantity differs from the order quantity by no more than 10%. For this, create a

new distribution profile A## (article profile group ##) by copying distribution

profile 001. The new distribution profile should allow the optimized cross-

docking/flow-through method with article-based distribution. Use Adjustment profile 001 for a maximum variance of 10%.

3-1-4 In the article master data, assign the new distribution profile A## to article

R100008 in the Logistics: Distribution Center view for distribution center

T7##.

3-2 Create two (new) stock transport orders with the following data by choosing

Purchasing Purchase order Purchase Order Create Stock Transfer

3-2-1 Supplying site: T7##

Order type: UB

Purchasing organization: R300

Purchasing group: R30


Site: T1##

Storage location: 0001 Purchase order items: R100008 40 CRT

PO number: _____________________________

Supplying site: T7##

Order type: UB

Purchasing organization: R300

Purchasing group: R30 Delivery date: One week from today

Site: T2##


Purchase order items: R100008 60 CRT

Purchase order number: _____________________________

3-2-2 In merchandise distribution, create a collective purchase order for distribution

center T7## and purchasing organization R300.

You want to run procurement for all articles that have to be delivered to your

store by next Friday. The goods are to remain in the distribution center for nomore than one day. Therefore choose Schedule line interval 1





3-2-3 Which processing method does the system default for the article? ______________________________________________________

Where does this default value come from?

______________________________________________________

If the system does not default processing method 4, change

the items to the correct processing method.

3-2-4 Generate the PO and note the number:

______________________________________________________

3-3 The vendor delivers the articles, but not in the full quantity.

3-3-1 The collective purchase order goods are being delivered to your distribution

center T7##, however, only 9 pallets could be delivered by the vendor. Enter

the goods receipt (with movement type 101) for the purchase order for the 9 pallets that were delivered.

Which two storage locations are the 9 pallets allocated to? ______________________________________________________

3-3-2 Post the goods receipt and make a note of the document number:

______________________________________________________

3-3-3* Which setting results in the system determining storage location 0004 for a pallet of the article?

3-3-4* Check this setting for distribution center T7##.

3-4 Go to the monitor for merchandise distribution and check the document flow for thestock transport order.

3-4-1 Have deliveries already been created for the stock transport order? _____________________________________________________

Which deliveries were created and for what quantities ?

Delivery for store T1## T2##

R100008

3-4-2 Were distribution orders created at goods receipt?

______________________________________________________

3-4-3 Create the distribution orders for the collective PO for distribution center T7##.

(Note: Open a new session for this)What quantities does the system propose for distribution ?

______________________________________________________





3-4-4 Look at the distribution orders that were created.Limit the selection to warehouse number 030 and, using the open item

selection, to your distribution center T7## and display all TO items.

Make a note of the distribution order numbers: ______________________________________________________

3-4-5* What setting results in the distribution orders already being confirmed?

______________________________________________________

3-4-6* Generate the deliveries for the distribution orders and post the goods issues for

your deliveries in the delivery monitor. Select the deliveries for shipping pointR300 created by your user IRT340-## .

Choose Edit All selections to display further selection

criteria.

.





Solutions


Topic: Cross-Docking

1-1 When placing purchase orders for your stores in future, you want to have the vendor

prepack the goods.

1-1-1 Menu: Master data Article data Article Display

Article TA11##, select Basic Data view [Enter]

Pushbutton [ Additional data], Additionals tab

Additional: R100043

Procedure for additionals: 0005 (SLS: Prepacking)

1-1-2 IMG: Logistics - General Merchandise Distribution Supplementary

Logistics Services: Maintain Service Profile

Select the method 0005 and choose Control Table for Purchasing.

Follow-up action: 85 (SLS Prepacking)

1-1-3 Menu: Master data Article data Article Change

Article TA12##, select Basic Data view [Enter]Pushbutton [Additional data], Additionals tab


Sales unit PC

Additionals R100043

Procedure 0005

Pushbutton [Main data],

Article Save

1-2 Menu: Purchasing Purchase order Purchase Order Create


1-2-1 Select the stock transport ord. as a document type


Supplying site T7##


Purch. group R30







Article TA11##

PO quantity 10 CAR


Site T1##


Article TA12##

PO quantity 200 PC


Site T1##


[Enter]

Purchase order Save

Confirm any warnings that are displayed by choosing

[Enter] .



Supplying site T7##


Purch. group R30






Article TA11##

PO quantity 30 CAR


Site T2##


Article TA12##

PO quantity 400 PC


Site T2##


Purchase order Save

Confirm any warnings that are displayed by choosing

[Enter] .

1-3 Create a collective purchase order

1-3-1 Menu: Merchandise logistics Merchandise distribution Collective

purchase order Create


Distribution center T7##

Purchasing organization R300

Procurement period From today until Friday week

Schedule line interval 1

Processing methods Select all

Do not change any of the other settings

[F8]

1-3-2 Place the cursor on the “Serv” indicator and choose [F1]

Indicates that supplementary logistics services are relevant for the creation of

the procurement document. Only those services that lead to the creation ofsubitems are displayed.

1-3-3 Select item

Goto Display details





1-3-4 Vendor: R3002

Collective purchase order Generate Total worklist

The document number column of the “worklist” display contains the POnumber:

______________________________________________________

1-3-5 Menu: Merchandise logistics Merchandise distribution

Collective purchase order Display

Enter the PO number from 1-3-4 and by choosing Purchase Order Other Purchase Order and [Enter]

Site: T7##

Storage location: CD Storage Location

1-3-6 Item details in the main items (10 and 20)

Tab SLS





1-4 Post the goods receipt

1-4-1 Menu: Merchandise logistics Merchandise distribution Goods receipt

for distribution For purchase order


Movement type 101

Purchase order PO number from 1-3-4Site T7##

[Enter]

Goods receipt Post

Article document number:

1-4-2 Menu: Merchandise logistics Merchandise distribution Distribution

Monitor



PO number PO number from 1-3-4

Document types Select all

Program Execute

The collective purchase order and associated stock transport orders aredisplayed.

1-4-3 Place the cursor on the first stock transport order

Goto Display document

In the item overview, choose the Purchase order history tab

A delivery was generated

1-4-4 Double-click on the delivery number

Tab Picking

Storage location: 0003 (Cross-docking storage location)

Picking status (column P ): Not picking-relevant

(Note: This information is clearer in the item details:to access them, double-click on one item)

You can post the goods issue for this delivery immediately without having to

pick the goods again in the warehouse.





1-4-5* Menu: Merchandise logistics Logistics execution Outbound process

Goods Issue for Outbound Delivery Post Goods Issue

Collective Processing Via Outbound Delivery Monitor

Note: Choose Edit All selections


Pland gds mvmnt date From today until next Friday


Program Execute

Select deliveries.

Subsequent functions Post goods issue

Confirm the dialog box concerning the actual merchandise movement date by

selecting [Enter] .

1-4-6* Menu: Merchandise logistics Merchandise distribution Distribution

Monitor

Field name or data type Values Distribution center T7##

PO number PO number from 1-3-4

Document types Select all

Program Execute

One after the other, place the cursor on the collective purchase order and then

the stock transport order and choose Goto Display document

In the item overview, choose the tab Purchase order history

The follow-on documents are displayed:For the collective purchase order:Article document (goods receipt)

For the stock transport order: Article document (goods issue)

Outbound del.





Solutions


Topic: Recipient-Driven Flow-Through

2-1 Create and assign a site profile

2-1-1 IMG: Logistics - General Merchandise Distribution

Site Profiles for Merchandise Distribution



Distr. profile / description B## /Distribution profile Gr##

Possible processing methods Select CD poss. and FT

possible

Picking relevance of delivery Select Not picking-relevant

Choose [Enter]

Double click on Control Data for each Business Process



Business process 01 (Push)

Adjustment point Manual (using separate

transaction)

Point of CD delivery gen. Manually (using separate

transaction)

Point of FT delivery gen. Manually (using separate

transaction)

Point of PA delivery gen. Manually (using separate

transaction) Point of DA gen. Manually by request in

separate transaction

Incompleteness processing Execute processing

Do not change any other data.

Tables view Save





2-1-2 Menu: Master data Site data Site Change


Site T7##

Purchasing/Distribution tab Distribution profile B##

2-2 Create an allocation table2-2-1 Menu: Merchandise logistics Merchandise distribution

Allocation table Create


Allocation table type 0340


Purch. group R30

[Enter]


Site del. date 14 days from today

DC del. date 13 days from today

Item: 10


Article TA03##

Planned quantity 100

Unit of measure Car

Site group BGAK##

Item category CB

Item: 20


Article TA04##

Planned quantity 100

Unit of measure Car

Site group BGAK##

Item category CB

Allocation table Save





If you receive the message:

The allocation table is complete.

However, there are messages and warnings.

Do you want to save the allocation table anyway?

Choose [Save]

Make a note of the allocation table number: ______________________________________________________

2-2-2 Menu: Merchandise logistics Merchandise distribution Allocation table

Display


Allocation table number See 2-2-1

Allocation table Create follow-on documents Vendor Purchase Order

Shift + F5 (or pushbutton Generate Documents) .

Make a note of the number of the PO:

______________________________________________________

Double-click on the PO number

Site: T7##


2-2-3 Menu: Allocation table Create follow-on documents Warehouse order

CTRL + F1 to call the split criteria

Tab Warehouse order

Select: Site

Select the items in your allocation table and choose

Shift + F5 (or pushbutton Generate Documents) .

Make a note of the warehouse order number:

______________________________________________________

______________________________________________________





2-3 Goods receipt and implementing merchandise distribution

2-3-1 Menu: Merchandise logistics Merchandise distribution Goods receipt

for distribution For purchase order


Movement type 101

Purchase order See 2-2-2Site T7##

Pushbutton [Adopt + details]

Goods receipt Post

Make a note of the goods receipt number:

______________________________________________________

2-3-2 Menu: Merchandise logistics Merchandise distribution Distribution

Monitor

Field name or data type ValuesDistribution center T7##

PO number See 2-2-2

In your Site profile for merchandise distribution, you defined that all deliveries

are to be created manually (using a separate transaction).

2-3-3 Select the lines of the purchase order you created in exercise 2-2-2 and choose

Go to Adjust Distribution.

Default values:

Cross-docking: Per article: 0

Flow through: For each article: 50

Distribution Save Total

2-3-4 Using F3, go back to the merchandise distribution overviewSelect all the purchase orders

Edit Deliveries Generate deliveries

Pushbutton: [Delivery log]

Make a note of the number

______________________________________________________

2-3-5 Double-click on the delivery number

Tab Picking

Storage location: 0004 (Flow-through storage location)Picking status (column P ): Not yet picked

(Note: This information is easier to see in the item details:

Double click on an item)





2-4* Menu: Merchandise logistics → Merchandise distribution→ Documents→ Delivery

→ Change

Note: Alternatively, you can double click on the delivery numbers in the delivery log to

go to the processing screen. However, if you do this, you must switch from a

display to a change mode.


Outbound del. Numbers from exercise 2-3-4

[Enter]

Enter the picking quantity and choose [Post goods issue]





Solutions


Topic: Merchandise-Driven Flow-Through

3-1 Distribution profile


Site Profiles for Merchandise Distribution

Select the site profile B## and double-click on

Control Data For Each Business Process

Edit Copy as


Business process 02 (Pull)

Adjustment point Goods receipt, checking size

of variance

Point of CD delivery gen. Goods receipt

Point of FT delivery gen. Manually (using separate

transaction)

Point of DA gen. Manually (by request in

separate transaction)

Keep all other values the same;

Table view Save

3-1-2 The method for adjusting distribution quantities at goods receipt is defined in

the adjustment profile.






Distribution Profile of Article in DC

Select profile 001 and choose Edit Copy as


Distribution profile A##

Processing method 4

Distribution method 2

Adjustment Profile 001


adjustment

10

[Enter]

Table view Save

3-1-4 Menu: Master data Article data Article Change

Choose Logistics: Distribution Center view


Article R100008


[Enter]

Distribution profile A##

Article Save

3-2 Create warehouse order

Menu: Purchasing Purchase order Purchase Order Create Vendor

Known



Supplying site T7##


Purch. group R30







Article R100008

PO quantity 40 CRT


Site T1##

Purchase order Save

Select the stock transport ord. as a document type


Supplying site T7##


Purch. group R30



Article R100008

PO quantity 60 CRT


Site T2##

Purchase order Save

3-2-2 Menu: Merchandise logistics Merchandise distribution Collective

purchase order Create




Processing methods Select all

Procurement period From today until next Friday

Schedule line interval 1

Program Execute





3-2-3 Processing method: 4

The value comes from the distribution profile of the article

3-2-4 Collective PO Generate Total worklist

PO number: ______________________________________________

3-3 Merchandise delivery:

3-3-1 Menu: Merchandise logistics → Merchandise distribution→ Goods receipt for

distribution→ For purchase order


Movement type 101

PO number Number of collective PO created

in exercise 3-2-4

Site T7##

Pushbutton [Adopt + details]


Quantity 9

[Enter] Pushbutton [Adopt]

Confirm warning message by choosing [Enter]

The 9 pallets will be distributed as below:

Storage location 0003: 8 Pallets

Storage location 0004: 1 Pallet

3-3-2 Goods receipt Post

Make a note of the goods receipt number:

______________________________________________________

3-3-3* From storage location determination in Shipping

3-3-4* IMG: Logistics - General Plant Master Control Data Storage

Location Determination The storage location 0004 is defaulted for situation 05 merchandise-driven

flow-through.





3-4 Menu: Merchandise logistics Merchandise distribution Distribution Monitor



Purchase order Number of collective PO

created in exercise 3-2-4

Program Execute

3-4-1 Place the cursor on the stock transport order

Goto Display document

In the item overview, select the purchase order history tab

Deliveries have already been created.

Double-click on the number of the delivery

Do the same with the second stock transport order

3-4-2 Distribution orders have not yet been created because flow-through quantities

are still displayed in the monitor

3-4-3 Create a new session.

Menu: Merchandise logistics Merchandise distribution Documents

Distribution order Create



Purchase order Number of collective PO

created in exercise 3-2-3

Distribution orders Enter quantity

Distribution orders Generate





3-4-4 Menu: Merchandise logistics Merchandise distribution Documents

Distribution order Display List


Warehouse no. 030

Selection All TO items

Pushbutton [Dynamic selections]

‘Transfer order item’ Select, then [Enter]

Site Select, then [Adopt]

Site T7##

[Save]

[Execute] or [F8]

Number of distribution order:_____________________________

3-4-5* Select a distribution order from the list: The distribution orders are confirmed.

The setting is defined in the movement type:

IMG: Logistics - General Merchandise distribution Movement Types

for Distribution Orders

The FRM movement type 930 is assigned to the warehouse 030

Further settings can be found under the following menu path:

IMG: Logistics Execution Shipping Picking Lean WM Define

Movement Types

Select the warehouse 030 and movement type 930 Goto Details

A setting is made in the field group, Confirmations:TO item can be confirmed immediately

3-4-6* Creating deliveries:

In the merchandise distribution monitor

Edit Deliveries Generate deliveries

Posting goods issues:

Menu: Merchandise logistics Logistics execution Outbound Process

Goods Issue for Outbound Delivery Post Goods Issue Collective Processing Via Outbound Delivery Monitor

Choose Edit All selections to display further selection

criteria.






Shipping point R300

User IRT340-##

Program Execute

Select all deliveries [Post goods issue]





SAP AG 1999

Course Overview

Conclusion7

1

Basic Concepts2

Goods Receipt Process3Inventory Management4

Goods Issue Process5

Merchandise Distribution6

Conclusion





SAP AG 2003


Carry out the goods receipt and goods issueprocesses, explain inventory management, and

name the special features of merchandise

distribution

Set up the necessary master data and make the

required settings in Customizing

Create a number of variants of these processes to

meet your individual requirements

Course Objectives





SAP AG 2003

LO510 Inventory Management

LO511 Physical Inventory

LO610 Shipping

LO530 Basic Processes in Warehouse Management

Recommended Follow-Up Courses




Repeat the exercises. Use the IDES data or your own data.

Recommended Follow-Up Activities

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