Materials Management with SAP S/4HANA

Business Processes and Configuration
3. Auflage 2024
ISBN: 978-1-4932-2538-5
Verlag: Rheinwerk Verlag GmbH

Buch, Englisch, 1018 Seiten, Format (B × H): 188 mm x 262 mm, Gewicht: 1973 g

Reihe: SAP PRESS Englisch

Manage your materials with SAP S/4HANA! Whether your focus is on materials planning, procurement, or inventory, this guide will teach you to configure and manage MM in SAP S/4HANA. Start by creating your organizational structure and defining business partners and material master data. Then follow step-by-step instructions for your essential processes, from purchasing and MRP runs to goods issue and receipt. Discover how to get more out of SAP S/4HANA by using batch management, demand-driven MRP, SAP Fiori reports, and other built-in tools.Highlights include:1) Material master data2) Business partners3) Purchasing 4) Batch management5) Material requirements planning (MRP)6) Demand-driven MRP7) Inventory management8) Goods issue and receipt (GI/GR)9) Material Ledger10) Invoice verification11) Document management 12) Reporting

Autoren/Hrsg.

Akhtar, Jawad

Murray, Martin

Fachgebiete

• Mathematik | Informatik EDV | Informatik Angewandte Informatik Wirtschaftsinformatik
• Wirtschaftswissenschaften Betriebswirtschaft Wirtschaftsinformatik, SAP, IT-Management
• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware SAP
• Wirtschaftswissenschaften Betriebswirtschaft Bereichsspezifisches Management Lagerhaltung und Versand

Inhaltsverzeichnis

... Acknowledgments ... 31... Preface ... 33 ... Who Is This Book For? ... 33 ... How This Book Is Organized ... 33 ... Conclusion ... 38Part I ... Materials Management Foundations ... 391 ... Materials Management Overview ... 41 1.1 ... What Is Materials Management? ... 41 1.2 ... Materials Management Integration ... 45 1.3 ... Summary ... 472 ... Organizational Structure ... 49 2.1 ... Mapping Business Functions of a Company in the SAP System ... 49 2.2 ... Client Structure in the SAP System ... 52 2.3 ... Company Codes ... 56 2.4 ... Plants ... 58 2.5 ... Storage Locations ... 62 2.6 ... Purchasing Organizations ... 65 2.7 ... Purchasing Groups ... 72 2.8 ... SAP Calendar ... 72 2.9 ... Summary ... 753 ... Configuring the Material Master ... 77 3.1 ... Material Master ... 77 3.2 ... Configuring a New Material Type ... 79 3.3 ... Defining a Number Range for a Material Type ... 84 3.4 ... Defining Field Selections ... 87 3.5 ... Configuring an Industry Sector ... 89 3.6 ... Defining Material Groups ... 89 3.7 ... Configuring a New Unit of Measure ... 90 3.8 ... Validating the Correctness of Configurable Objects ... 92 3.9 ... Summary ... 974 ... Material Master Data ... 99 4.1 ... Industry Sector ... 100 4.2 ... Material Type ... 101 4.3 ... Basic Data ... 106 4.4 ... Classification Data ... 119 4.5 ... Purchasing Data ... 120 4.6 ... Sales Organizational Data ... 129 4.7 ... Sales General Data ... 134 4.8 ... Material Requirements Planning Data ... 138 4.9 ... Advanced Planning Data ... 153 4.10 ... Extended Service Parts Planning ... 159 4.11 ... Forecasting Data ... 162 4.12 ... Work Scheduling Data ... 166 4.13 ... Production Resources/Tools Data ... 170 4.14 ... Plant Data/Storage Location ... 173 4.15 ... Extended Warehouse Management Data ... 178 4.16 ... Quality Management Data ... 183 4.17 ... Accounting Data ... 187 4.18 ... Costing Data ... 192 4.19 ... Key Differences between the Material Master in SAP ERP and SAP S/4HANA ... 197 4.20 ... Summary ... 1995 ... Business Partners ... 201 5.1 ... Business Partner Overview ... 202 5.2 ... Vendor Account Groups ... 204 5.3 ... Configuring a Business Partner ... 209 5.4 ... Customer-Vendor Integration ... 215 5.5 ... Additional Business Partner Configurations ... 218 5.6 ... Maintaining a Business Partner ... 221 5.7 ... Summary ... 252Part II ... Procurement ... 2536 ... Purchasing Overview ... 255 6.1 ... Procure to Pay ... 257 6.2 ... Purchase Requisitions ... 258 6.3 ... Quotations ... 258 6.4 ... Outline Agreements ... 260 6.5 ... Purchase Orders ... 261 6.6 ... Order Acknowledgment ... 261 6.7 ... Goods Receipt ... 262 6.8 ... Invoice Verification ... 262 6.9 ... Source Lists and Source Determination ... 262 6.10 ... Conditions in Purchasing ... 267 6.11 ... Purchasing Information Records ... 269 6.12 ... Serial Numbers ... 270 6.13 ... Quota Arrangements ... 273 6.14 ... Summary ... 2777 ... Purchasing Information Record ... 279 7.1 ... Purchasing General Data ... 279 7.2 ... Purchasing Organization Data ... 285 7.3 ... Summary ... 2908 ... Purchase Requisitions ... 291 8.1 ... Configuring a New Purchase Requisition Document Type ... 291 8.2 ... Processing a Purchase Requisition ... 301 8.3 ... Indirectly Created Requisitions ... 303 8.4 ... Release Procedures ... 307 8.5 ... Flexible Workflow ... 325 8.6 ... Summary ... 3329 ... Requests for Quotation ... 333 9.1 ... Creating a Request for Quotation ... 333 9.2 ... Changing a Request for Quotation ... 341 9.3 ... Releasing a Request for Quotation ... 342 9.4 ... Issuing a Request for Quotation to a Supplier ... 343 9.5 ... Maintaining Quotations ... 345 9.6 ... Comparing Quotations ... 346 9.7 ... Rejecting Quotations ... 349 9.8 ... Summary ... 35010 ... Purchase Orders ... 353 10.1 ... Creating and Maintaining a Purchase Order ... 354 10.2 ... Blocking and Canceling a Purchase Order ... 361 10.3 ... Creating a Purchase Order with Reference to Purchasing Documents ... 363 10.4 ... Account Assignment in a Purchase Order ... 365 10.5 ... Progress Tracking ... 369 10.6 ... Outline Purchase Agreements ... 373 10.7 ... Supplier Confirmations ... 380 10.8 ... Messages and Outputs ... 387 10.9 ... Pricing Procedures ... 395 10.10 ... Supplier Evaluations ... 409 10.11 ... Serial Numbers in Purchasing ... 429 10.12 ... Summary ... 43611 ... External Services Management ... 437 11.1 ... Service Master Record ... 438 11.2 ... Standard Service Catalog ... 441 11.3 ... Conditions in External Services Management ... 441 11.4 ... Procurement of Services ... 442 11.5 ... Entry of Services ... 444 11.6 ... Blanket Purchase Orders ... 448 11.7 ... Configuration Basics of External Services Management ... 451 11.8 ... Summary ... 45212 ... Special Procurement Types ... 453 12.1 ... Overview ... 454 12.2 ... Direct Procurement ... 456 12.3 ... Stock Transfers ... 460 12.4 ... Withdrawals from an Alternative Plant ... 463 12.5 ... Subcontracting ... 464 12.6 ... Consignment ... 474 12.7 ... Pipeline Material ... 479 12.8 ... Third-Party Procurement ... 480 12.9 ... Intercompany Purchases ... 481 12.10 ... Simplified Sourcing ... 484 12.11 ... Summary ... 486Part III ... Planning ... 48713 ... Planning Overview ... 489 13.1 ... Material Requirements Planning ... 491 13.2 ... Consumption-Based Planning ... 494 13.3 ... Summary ... 49414 ... Material Requirements Planning ... 495 14.1 ... Material Requirements Planning Elements ... 496 14.2 ... Material Requirements Planning Procedures ... 512 14.3 ... Planning Areas ... 528 14.4 ... Classic MRP ... 533 14.5 ... Configuration Settings ... 535 14.6 ... Planning Calendar ... 537 14.7 ... Summary ... 53915 ... Forecasting ... 541 15.1 ... Forecast Models ... 542 15.2 ... Forecasting Master Data ... 544 15.3 ... Forecast Profile ... 548 15.4 ... Business Processes in Forecasting ... 548 15.5 ... Configuration Settings for Forecasting ... 553 15.6 ... Summary ... 556Part IV ... Inventory ... 55716 ... Inventory Management Overview ... 559 16.1 ... Stock Types ... 560 16.2 ... Goods Movements ... 563 16.3 ... Physical Inventory ... 571 16.4 ... Returns ... 572 16.5 ... Material Documents ... 574 16.6 ... Reservations ... 575 16.7 ... Stock Transfer and Transfer Posting ... 581 16.8 ... Configuration Basics in Inventory Management ... 588 16.9 ... Summary ... 59217 ... Goods Issue ... 593 17.1 ... Goods Issue to a Production Order ... 593 17.2 ... Goods Issue to Scrap ... 601 17.3 ... Goods Issue for Sampling ... 602 17.4 ... Goods Issue Posting Documents ... 603 17.5 ... Goods Issue Reversals ... 605 17.6 ... Summary ... 60618 ... Goods Receipt ... 607 18.1 ... Goods Receipt for a Purchase Order ... 607 18.2 ... Goods Receipt for a Production Order ... 614 18.3 ... Initial Entry of Inventory ... 615 18.4 ... Good Receipt of Co-Products or By-Products ... 618 18.5 ... Other Goods Receipt ... 629 18.6 ... Cancellation of Material Document ... 634 18.7 ... Summary ... 63419 ... Physical Inventory ... 635 19.1 ... Physical Inventory Methods ... 636 19.2 ... Physical Inventory Preparation ... 637 19.3 ... Counting and Recounts ... 641 19.4 ... Physical Inventory Posting ... 644 19.5 ... Cycle Counting Method of Physical Inventory ... 647 19.6 ... Summary ... 65020 ... Invoice Verification ... 651 20.1 ... Standard Three-Way Match ... 652 20.2 ... Duplicate Invoice Check ... 658 20.3 ... Invoice Verification in Background Processing ... 659 20.4 ... Evaluated Receipt Settlement ... 659 20.5 ... Credit Memos and Reversals ... 665 20.6 ... Subsequent Debit/Credit ... 665 20.7 ... Taxes in Invoice Verification ... 667 20.8 ... Discounts in Invoice Verification ... 667 20.9 ... Goods Receipt/Invoice Receipt Account Maintenance ... 668 20.10 ... Invoice Reduction ... 670 20.11 ... Invoicing Plans ... 672 20.12 ... Blocking Invoices ... 678 20.13 ... Releasing Blocked Invoices ... 681 20.14 ... Down Payments ... 682 20.15 ... Retention Money ... 685 20.16 ... Summary ... 68821 ... Inventory Valuation and Account Assignment ... 689 21.1 ... Valuation Methods: Moving Average Price and Standard Price ... 690 21.2 ... Split Valuation ... 692 21.3 ... Account Determination ... 702 21.4 ... Last In, First Out Valuation ... 716 21.5 ... First In, First Out Valuation ... 723 21.6 ... Lowest Value Determination ... 725 21.7 ... Material Price Changes ... 728 21.8 ... Summary ... 73122 ... Material Ledger ... 733 22.1 ... Material Ledger Overview ... 733 22.2 ... Business Processes ... 737 22.3 ... Configuration Basics ... 743 22.4 ... Activating the Material Ledger ... 752 22.5 ... Reporting in the Material Ledger ... 754 22.6 ... Summary ... 75823 ... Classification ... 759 23.1 ... Classification Overview ... 760 23.2 ... Characteristics ... 761 23.3 ... Create a Class and Assign Characteristics ... 767 23.4 ... Assigning a Class to a Material Master ... 770 23.5 ... Finding Objects Using Classification ... 772 23.6 ... Summary ... 773Part V ... Advanced Materials Management ... 77524 ... Document Management System ... 777 24.1 ... Configuration Steps ... 778 24.2 ... Document Info Record Management ... 796 24.3 ... Changing a Document Info Record ... 809 24.4 ... Display a Document Info Record ... 810 24.5 ... Searching Document Info Records ... 811 24.6 ... Manage Documents App ... 822 24.7 ... Summary ... 82625 ... Batch Management ... 827 25.1 ... Batch Management Overview ... 827 25.2 ... Batch Level and Batch Status Management ... 829 25.3 ... Master Data in Batch Management ... 833 25.4 ... Business Processes of Batch Management ... 837 25.5 ... Batch Determination ... 843 25.6 ... Recurring Inspection and Expiration Dates ... 856 25.7 ... Batch Derivation ... 862 25.8 ... Batch Traceability of Work in Process Batches ... 873 25.9 ... Batch Information Cockpit ... 882 25.10 ... Electronic Batch Record ... 885 25.11 ... Summary ... 88726 ... Early Warning System ... 889 26.1 ... Overview ... 889 26.2 ... Setting Up the Early Warning System ... 891 26.3 ... Scheduling an Early Warning System ... 899 26.4 ... Early Warning System in Action ... 900 26.5 ... Exception Analysis ... 901 26.6 ... Summary ... 90227 ... Demand-Driven Replenishment ... 903 27.1 ... Demand-Driven MRP Overview ... 904 27.2 ... Demand-Driven MRP Components ... 906 27.3 ... Demand-Driven MRP Setup ... 911 27.4 ... Running Demand-Driven Replenishment ... 921 27.5 ... Summary ... 95128 ... Reporting and Analytics ... 953 28.1 ... The Basics of Reporting ... 953 28.2 ... Purchasing Reports ... 954 28.3 ... SAP Fiori Apps for Procurement ... 961 28.4 ... SAP Fiori Apps for Planning ... 975 28.5 ... SAP Fiori Apps for Inventory Management ... 979 28.6 ... Summary ... 988A ... Movement Types ... 991B ... The Authors ... 993... Index ... 995

Über Autor(innen)

Murray, Martin
A native of London, England, Martin Murray joined the computer industry upon his graduation from Middlesex University in 1986. In 1991, he began working with SAP R/2 in the Materials Management area for a London-based multi-national beverage company. In 1994, he moved to the United States to work as an SAP R/3 consultant. Since then, he’s been implementing the Materials Management (MM) and Warehouse Management (WM) functionality in projects throughout the world. He works for IBM Global Business Services.

Martin is the author of six best-selling books from SAP PRESS: Materials Management with SAP ERP, Warehouse Management with SAP ERP, Discover Logistics with SAP ERP, Maximize Your Warehouse Operations with SAP ERP, Understanding the SAP Logistics Information System, and SAP Transaction Codes: Your Quick Reference to T-Codes in SAP ERP.

Akhtar, Jawad
Jawad Akhtar is an SAP logistics and supply chain management expert with a focus on business sales and delivery. He earned his chemical engineering degree from Missouri University of Science and Technology in the United States. He has 20 years of professional experience, 14 of which have been spent working with SAP systems. He has experience working on several large-scale, end-to-end SAP project implementation lifecycles, including rollouts. He works with SAP clients to help them identify root causes of business issues and address those with the appropriate SAP products and change management strategies. He now focuses on next-generation SAP products such as SAP S/4HANA, SAP IBP, SAP Ariba, and SAP Hybris.

Akhtar is also a technical advisor to SAPexperts, an ASUG speaker, and a contributor to SearchSAP, where his "Ask the Expert" column shares real-life lessons and best practices gleaned from SAP implementations, ways to avoid common project pitfalls, and features of various SAP products that solve key business issues.