Material Master Records Material Types The material type in the SAP system is used to categorize materials. It controls a number of things including: How the material is procured (purchased vs. manufactured in- house) How the material is valued (as market prices change, the value of inventory also changes) Screen sequence in transaction Assignment of material numbers SAP comes with many material types already predefined. We will be using three of these predefined materials in configuring the University Cellular Company. These are: ROH – Raw Materials: These materials are purchased and used in the manufacture of other materials. Because we don’t sell these materials directly, the ROH material type does not allow users to enter data in the sales view screen. HALB – Semifinished Products: These materials are work-in- process. They are neither purchased nor sold, but are created from purchased materials and then eventually used in finished goods. FERT – Finished Products: These materials are produced internally from purchased raw materials. Thus, purchasing views are not displayed for these materials. Note that the terms ROH, HALB and FERT are abbreviated versions of the German terms for the particular material types. SAP is a German company, and the native German frequently is evident. The SAP system has a number of material types pre-defined. It is important that the material type definitions not be changed unless the user is positive that the change is correct and ALL users are in agreement. Instead of changing the definition of a 5 - 1
Transcript
Material Master Records
Material Types
The material type in the SAP system is used to categorize materials. It controls a number of things including:
How the material is procured (purchased vs. manufactured in-house) How the material is valued (as market prices change, the value of inventory also changes) Screen sequence in transaction Assignment of material numbers
SAP comes with many material types already predefined. We will be using three of these predefined materials in configuring the University Cellular Company. These are:
ROH – Raw Materials: These materials are purchased and used in the manufacture of other materials. Because we don’t sell these materials directly, the ROH material type does not allow users to enter data in the sales view screen.
HALB – Semifinished Products: These materials are work-in-process. They are neither purchased nor sold, but are created from purchased materials and then eventually used in finished goods. FERT – Finished Products: These materials are produced internally from purchased raw materials. Thus, purchasing views are not displayed for these materials.
Note that the terms ROH, HALB and FERT are abbreviated versions of the German terms for the particular material types. SAP is a German company, and the native German frequently is evident.
The SAP system has a number of material types pre-defined. It is important that the material type definitions not be changed unless the user is positive that the change is correct and ALL users are in agreement. Instead of changing the definition of a material type, a user can create a new material type from a copy of an existing material type and then change the definition in the new material type.
In the next exercise, we will look at some of the information stored in the material type definition, but we will not make any changes!
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Material Master Records
To view the material types, follow the menu path:
Logistics – General Material Master Basic Setting Material Types
Define Attributes of Material Types (click clock icon )
Which should give you the following screen:
Note that SAP comes with a large number of material types already defined. Click on the
display/change icon ( ) to change to display mode. The screen title should change to
Display View “Material types’: Overview. Select material type FERT, then click on the
Details icon ( ). This will produce the following screen:
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Click on the display/change icon to change to display mode: Display View “Material types’: OverviewSelect FERTClick on the Details icon
Material Master Records
This screen defines the characteristics of this material type. Click on the exit icon ( ) to
return to the IMG.
Initialize Fiscal Year
In the next step, we will initialize the fiscal period. This step is required to allow material transactions.
Follow the menu path:
Logistics – General Material Master Basic Setting
Maintain Company Codes for Materials Management (click clock icon )
Which will produce the following screen:
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These items determine which views are available when a new material of this type is created
This entry determines how material is valued
Material Master Records
Find your company code, then enter the current year, current month and check the ABp (Allow
backposting) entry. Click on the save icon ( ), then on the back icon ( ) to save your
data.
Create Material Masters
With the material types defined and the fiscal period set, we can now create the material master data for University Cellular. There is a lot of information that can be entered for Materials from a number of sources. One of the advantages of an ERP system like SAP is that materials are defined once for all functional areas. The disadvantage of this is that a lot of information must be entered in a number of functional areas before the material can be used.
Raw Materials
Material Master is Master Data, which means it is not entered in the IMG but through the SAP Easy Access. To enter our raw materials, follow the menu path:
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Find your company code, then enter the current year, current period (month) and check ABp (Allow backposting)Then click on save
Material Master Records
Logistics Materials Management Material Master Material Create (special) Raw Material (MMR1)
Which will produce the following screen:
Select industry sector Retail from pull-down list, then click on , which will
produce the following window:
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Select Industry sector RetailThen click on Select view(s)
Material Master Records
Select the following views:
Basic Data 1PurchasingGeneral Plant Data/Storage 1Accounting 1Costing 1
You will have to scroll to select all of these views. You can create other views for materials at a later date as the need arises. We will create MRP views for this material in a later exercise so that we can use it in production scheduling.
Check Create views selected, which tells the SAP system that you wish to create data for your
material in all of these views, click on the save default values icon ( ) so
that you don’t have to pick these views each time, then click on the enter icon ( ). This will
produce the following screen:
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Select views:Basic Data 1PurchasingGeneral Plant Data/Storage 1Accounting 1Costing 1
You will have to scroll to select all views
Check Create views selected
Click on Default values to save this view selectionThen click on the enter icon
Material Master Records
Enter ##CP for plant, and leave the storage location blank so that the material will be defined automatically for all storage locations at this plant. Click on the save default values icon (
) so that you don’t have to enter the plant each time, then click on the
enter icon ( ) to get to the Create Material screen. Note that SAP has created a material
number for you:
Enter the following information:
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Enter your plant (##CP), Leave Stor. location blankClick on save default values, then click on the enter icon
Enter:## Battery for material
descriptionEA for Base unit of measureMANU for material group
Note:SAP-assigned material number. You will have a different material number assigned
Material Master Records
## Battery for material descriptionEA for Base unit of measureMANU for material group
Note that you can click on the Base unit of measure field, then click on the list icon ( ) to get
a list of units of measure that have been defined in the SAP system:
The material group MANU is a client-independent group that was created for University Cellular. Material Groups are like Purchasing Groups—they can be used to limit the scope of analyses or searches. The group MANU was created for raw and semi finished materials (ROH and HALB) while the group SALES was created for finished products (FERT).
There are a number of views in the material master, most of which we won’t be using. To find the views that we are using that require data entry, click on the arrows to the right of the view tabs, and look for tabs with a special icon ( ). The next one to be filled in after Basic data 1 is Purchasing:
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Material Master Records
Click on the purchasing tab to get the following screen:
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Click on the arrows until you get to the Purchasing tab
Material Master Records
Enter purchasing group ##C for Components , then scroll to the Accounting 1 view. While the Plant Data/Storage 1 view needs to be created, we do not need to make any entries on this view. On the Accounting 1 view, we need to add Valuation class 3000 and moving average price 10.00:
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Enter purchasing group ##C for Components
Material Master Records
On the Costing 1 view, make sure that With qty structure and Material origin are checked:
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Enter Valuation class 3000 and Moving Price 10.00
Material Master Records
Click on the save icon ( ), and you should get the message that the material has been
created:
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Make sure both are checked
Material Master Records
You will need to repeat this process for the rest of the raw materials University Cellular uses. These materials are summarized in the table below (keep in mind you already completed the first one - ## Battery, so you shouldn’t do it again):
Basic Data 1 Purchasing Accounting 1 Costing 1
DescriptionBase unit
of measureMaterial
groupPurchasing
groupValuation
classMov. avg.
priceWith qty structure
Material origin
## Battery EA MANU ##C 3000 10.00 Checked Checked## Antenna EA MANU ##C 3000 6.25 Checked Checked## Circuit Board
EA MANU ##C 3000 80.00 Checked Checked
## Front Shell EA MANU ##C 3000 0.25 Checked Checked## Back Shell EA MANU ##C 3000 0.25 Checked Checked## Charger EA MANU ##C 3000 4.95 Checked Checked## Screw EA MANU ##C 3000 0.20 Checked Checked## Wire EA MANU ##C 3000 0.03 Checked Checked## Speaker EA MANU ##C 3000 1.15 Checked Checked## Keypad EA MANU ##C 3000 1.90 Checked Checked## Microphone EA MANU ##C 3000 0.18 Checked Checked## LCD## Silicone##Box##Label##User Guide##Silica Pack##Bubble Wrap
EAEAEAEAEAEAEA
MANUMANUMANUMANUMANUMANUMANU
##C##C##P##P##P##P##P
3000300030003000300030003000
11.990.050.210.022.001.200.02
CheckedCheckedCheckedCheckedCheckedCheckedChecked
CheckedCheckedCheckedCheckedCheckedCheckedChecked
Create Finished Products
To create our finished products, we use essentially the same process, but with a different set of
views. Use the back icon ( ) to return to SAP Easy Access, then follow the menu path:
Logistics Materials Management Material Master Material Create (special) Finished Product (MMF1)
Again, you will use industry sector Retail, but select the following views:
Basic Data 1Basic Data 2General Plant Data/Storage 1
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Material Master Records
Accounting 1Costing 1
Note that we don’t specify the purchasing view, because these are manufactured products, not purchased materials. Also, we will be specifying these materials for plant ##CP.
On the Basic Data 1 Tab, enter the following information:
Description: ## PHONEBase unit of measure: EA (each)Material group: SALESGross Weight: 1 LBNet Weight: 1
Now that we have defined our vendors and defined our materials, we can relate our raw materials to our vendors. To do that, we create what is called a Purchasing Info Record. The purchasing info record provides continuously updated information about the relationship between a specific material and a specific vendor. This data includes order unit, price, price changes, tolerances, reminder infos, historic data, statistics, texts, etc. This data can be updated manually or automatically.
To create the purchasing info record, follow the menu path:
Logistics Materials Management Purchasing Master data Info record Create (ME11)
Which will produce the following screen:
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Material Master Records
As every student has created three vendors, there are a lot of vendors floating around in the SAP system. Furthermore, the SAP system identifies the vendors by their vendor number, which is usually not easy to remember. To make finding our vendors easier, we can use the search
function. Click on the vendor field, then click on the search icon ( ) to call the following
search screen:
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Enter ##CR for purchasing organization and select Standard for Info category
Use the search function to find Vendors and Materials
Material Master Records
If you remembered to enter ## for the search term when you defined your vendors, you should
get a list of them after entering the search term and clicking on the enter icon ( ):
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Enter search term ##, then click on the check mark
Material Master Records
Double click on the vendor USA Electronics to select this vendor. We can use a similar process to find our material, but unfortunately the SAP programmers did not see the wisdom in providing search terms for materials. We can deal with that problem, however. If you used the proper
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Double-click on ## USA Electronics
Material Master Records
naming convention, your materials should all begin with ##. Click on the material field, then
click on the search icon ( ) to call the following search screen:
As your material description should begin with ##, we can tell SAP to search for any material beginning with ## by entering it followed by an asterisk (*), which tells SAP to search for any material that begins with ## followed by anything else. Enter ##* in the material description,
then click on the enter icon ( ). This should produce the following screen list of materials:
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Enter ##*, then click on the enter icon to search
Material Master Records
Select ## Circuit Board from the search list to select it. Enter Purchasing org. ##CR and select
Standard under Info category, then click on the enter icon ( ) to get to the following screen:
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Double-click on ## Circuit Board to select it
Notice the numbers listed under the Material column. You can record these numbers on a separate piece of paper to avoid using the search tool in SAP when completing this step for the remaining raw materials.
Material Master Records
Click on Purch. org. data 1 to get the following screen:
then click on the save icon ( ) to save the info record. Repeat this process to define the
relationships between the vendors and materials as given in the following table. (Keep in mind you already entered the information for the Circuit Board)
