Table of Contents

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Preface
17
How This Book Is Organized
17
Acknowledgments
20
Conclusion
21
1 Introduction to Integrated Materials Management
23
1.1 Purchasing
24
1.1.1 Purchasing Attributes
26
1.1.2 Standard Purchasing Process
35
1.1.3 Subcontracting Process
38
1.1.4 Vendor Consignment Process
42
1.1.5 Stock Transfer Process
45
1.1.6 Third-Party Process
46
1.1.7 Returns Purchase Order Process
46
1.1.8 Outline Agreements
48
1.2 Inventory Management
54
1.2.1 Goods Movements
54
1.2.2 Physical Inventory
57
1.2.3 Reservations
59
1.2.4 Stock Types
61
1.3 Logistics Invoice Verification
63
1.3.1 Invoice Reconciliation
63
1.3.2 Evaluated Receipt Settlement
64
1.3.3 Consignment Settlement
67
1.4 Summary
68
2 Organizational Structure
69
2.1 Client
69
2.2 Financial Accounting and Controlling
71
2.2.1 Operating Concern
71
2.2.2 Controlling Area
78
2.2.3 Company Code
81
2.2.4 Business Area
83
2.2.5 Functional Area
83
2.2.6 Profit Center
84
2.2.7 Cost Center
86
2.2.8 Segment
88
2.3 Logistics General
89
2.3.1 Valuation Level
89
2.3.2 Plant
90
2.4 Sales and Distribution
92
2.4.1 Sales Organization
93
2.4.2 Distribution Channel
94
2.4.3 Division
96
2.4.4 Sales Area Determination
97
2.5 Materials Management
97
2.5.1 Storage Location
98
2.5.2 Purchasing Organization
99
2.5.3 Purchasing Groups
101
2.6 Logistics Execution
102
2.6.1 Warehouse Number
102
2.6.2 Shipping Point
103
2.6.3 Loading Point
106
2.6.4 Transportation Planning Point
107
2.7 Plant Maintenance
108
2.7.1 Planning Plant
108
2.7.2 Maintenance Planning Plant
109
2.7.3 Functional Location
110
2.7.4 Maintenance Planner Group
110
2.8 Summary
111
3 Master Data
113
3.1 Material Master
114
3.1.1 Importance of Material Master Data
116
3.1.2 Material Groups
116
3.1.3 Material Types
119
3.1.4 Material Numbers
127
3.1.5 Material Master Data Views
127
3.2 Business Partner
152
3.2.1 Business Partner Concept and Advantages
153
3.2.2 Business Partner Roles
154
3.2.3 Customer/Vendor Integration
157
3.2.4 Business Partner
159
3.3 Master Data in Materials Management
173
3.3.1 Source List
173
3.3.2 Purchasing Info Record
176
3.3.3 Quota Arrangement
183
3.4 Summary
187
4 Sales and Distribution
189
4.1 Sales Order and Delivery Processing
189
4.1.1 Integrated Sales Order and Delivery Process
190
4.1.2 Master Data Requirements
193
4.1.3 Available-to-Promise Check
194
4.1.4 Delivery Scheduling
195
4.1.5 Configuration of ATP Checks for Sales Orders and Deliveries
198
4.1.6 Automatic Account Determination for Deliveries
208
4.2 Stock Transfer Process
209
4.2.1 Integrated Stock Transfer Process
210
4.2.2 Master Data Requirements
215
4.2.3 Configuration of Stock Transfer Orders
216
4.3 Inventory Management
230
4.3.1 Inventory Management for Sales and Distribution
230
4.3.2 Goods Issue for Outbound Deliveries
233
4.3.3 Goods Receipt for Returns Deliveries
235
4.3.4 Standard Inventory Movement Types
236
4.3.5 Configuration of Inventory Movement Types
238
4.4 Third-Party Order Processing
246
4.4.1 Integrated Third-Party Process
246
4.4.2 Master Data Requirements
250
4.4.3 Configuration of Third-Party Processing
251
4.5 Advanced Returns Management
273
4.5.1 Integrated Advanced Returns Management
274
4.5.2 Master Data Requirements
276
4.5.3 Supplier Returns Management
277
4.5.4 Customer Returns Management
279
4.5.5 Configuration of Advanced Returns Management for Supplier Returns
282
4.5.6 Configuration of Advanced Returns Management for Customer Returns
286
4.6 Summary
293
5 Quality Management
295
5.1 Master Data in Quality Management
296
5.1.1 Inspection Characteristics
296
5.1.2 Inspection Methods
301
5.1.3 Sampling Procedure
303
5.1.4 Inspection Plan
307
5.1.5 Quality Info Record
309
5.1.6 Catalogs
311
5.2 Quality Management in Procurement
313
5.2.1 Integrated Quality Management Process
313
5.2.2 Quality Inspection
317
5.2.3 Quality Certificates
319
5.2.4 Quality Notifications
323
5.2.5 Vendor Returns
324
5.2.6 Configuration of Quality Management in Procurement
325
5.2.7 Configuration of Quality Planning
331
5.2.8 Configuration of Quality Inspection
336
5.2.9 Configuration of Quality Notifications
342
5.3 Inventory Management
344
5.3.1 Stock Types
345
5.3.2 Movement Types for Stock Postings
347
5.3.3 Batch Management
348
5.3.4 Stock Transfer Inspection Process
350
5.3.5 Usage Decision
352
5.3.6 Configuration of Inventory Management for Quality Management
353
5.4 Summary
356
6 Production Planning
357
6.1 Integrated Production Planning Processes
357
6.2 Master Data in Production Planning
366
6.2.1 Bill of Materials
366
6.2.2 Work Center
371
6.2.3 Routing
378
6.2.4 Production Version
383
6.3 Material Planning
384
6.3.1 Material Requirements Planning
384
6.3.2 Master Production Scheduling
387
6.3.3 Example Material Requirements Planning Run
390
6.3.4 Configuration of Material Requirements Planning
392
6.4 Operational Subcontracting
399
6.4.1 Subcontracting Manufacturing
399
6.4.2 Configuration of Subcontracting Process
407
6.5 Inventory Management
413
6.5.1 Goods Receipt Postings
414
6.5.2 Goods Issue Postings
414
6.5.3 Movement Types and Stock Postings
415
6.5.4 Reservations
417
6.5.5 Batch Management
421
6.5.6 Configuration of Movement Types
430
6.6 Summary
432
7 Plant Maintenance
433
7.1 Integrated Plant Maintenance Processes
434
7.2 Master Data in Plant Maintenance
443
7.2.1 Functional Location
444
7.2.2 Equipment
451
7.2.3 Equipment Bill of Materials
459
7.3 Maintenance Planning
461
7.3.1 Maintenance Strategies
461
7.3.2 Maintenance Task List
465
7.3.3 Maintenance Order Processing
470
7.3.4 Material Planning
475
7.3.5 Procurement of Spare Parts and Services
479
7.3.6 Configuration of the Maintenance Process and Material Planning
482
7.4 Inventory Management
493
7.4.1 Goods Receipt and Goods Issue
493
7.4.2 Movement Types and Stock Postings
495
7.4.3 Reservations
496
7.4.4 Material Valuation
499
7.4.5 Scrapping of Used Spare Parts
502
7.4.6 Configuration of Movement Types
503
7.5 Refurbishment
504
7.5.1 Internal Refurbishment Process
505
7.5.2 External Refurbishment Process
509
7.5.3 Configuration of Refurbishment Process
514
7.6 Summary
515
8 Extended Warehouse Management
517
8.1 Master Data in Extended Warehouse Management
518
8.1.1 Supply Chain Units
518
8.1.2 Storage Bins
520
8.1.3 Warehouse Product Master
520
8.1.4 Packaging Specifications
522
8.2 Basics of Extended Warehouse Management
524
8.2.1 Integration of Embedded EWM with SAP S/4HANA
526
8.2.2 Setup in SAP S/4HANA
528
8.2.3 Setup in Embedded EWM
531
8.2.4 Generate Distribution Model for Transaction Data Transfer to Embedded EWM
539
8.2.5 Warehouse Structural Elements
541
8.3 Inbound Delivery Processing
574
8.3.1 Integrated Inbound Deliveries
574
8.3.2 Inbound Delivery Process
577
8.3.3 Goods Receipt Integration with Materials Management
584
8.3.4 Availability Groups for Inventory Management
589
8.3.5 Configuration for Inbound Delivery Processing
593
8.4 Outbound Delivery Processing
605
8.4.1 Integrated Outbound Deliveries
606
8.4.2 Outbound Delivery Process
607
8.4.3 Goods Issue Integration with Materials Management
610
8.4.4 Configuration for Outbound Delivery Processing
615
8.5 Internal Warehouse Movements
623
8.5.1 Stock Transfers
624
8.5.2 Replenishment
630
8.5.3 Physical Inventory
636
8.6 Batch Management
644
8.6.1 Batch Management Process
645
8.6.2 Inbound Batch Management
647
8.6.3 Outbound Batch Management
650
8.7 Summary
652
9 Transportation Management
653
9.1 Integrated Transportation Management Processes
654
9.2 Master Data in Transportation Management
659
9.2.1 Resource
659
9.2.2 Transportation Network
666
9.2.3 Incoterms
682
9.2.4 Configuration Settings for Master Data
684
9.3 Procurement Integration
691
9.3.1 Integrated Procurement and Transportation Management Process
692
9.3.2 Flow of Purchasing Documents into Transportation Management
695
9.3.3 Transportation Planning
706
9.3.4 Transportation Execution
715
9.3.5 Freight Charge Calculation
718
9.3.6 Freight Settlement with Materials Management
724
9.4 Summary
729
10 Finance
731
10.1 Master Data in Finance
732
10.1.1 General Ledger Accounts
732
10.1.2 Cost Center
738
10.1.3 Internal Orders
744
10.1.4 Asset Data
748
10.1.5 Tax Data
753
10.1.6 Configuration Settings for Master Data
756
10.2 Procurement Integration
768
10.2.1 Integrated Procurement and Finance Process
768
10.2.2 Account Assignment in Purchasing Documents
772
10.2.3 Price Determination for Purchasing Documents
778
10.2.4 Tax Determination for Purchasing Documents
794
10.3 Valuation and Account Determination
802
10.3.1 Price Control for Materials
803
10.3.2 Account Determination in Inventory Management
805
10.3.3 Split Valuation
818
10.4 Logistics Invoice Verification
822
10.4.1 Reconciliation of Incoming Invoice
824
10.4.2 Duplicate Check
837
10.4.3 Invoice Parking and Posting
838
10.4.4 Credit Memo
840
10.4.5 Tax Reconciliation
842
10.4.6 Payment Processing and Remittance
843
10.5 Summary
846
11 Project System
847
11.1 Structure of Project System
848
11.2 Master Data in Project System
850
11.2.1 Project
851
11.2.2 WBS Elements
853
11.2.3 Network and Activities
854
11.2.4 Configuration Settings for Master Data
860
11.3 Project Procurement
872
11.3.1 Integrated Project Procurement
873
11.3.2 Project Structure Setup
880
11.3.3 Purchase Requisition Generation from Project System
881
11.4 Material Requirements Planning
884
11.4.1 Project Planning with Material Requirements Planning
885
11.4.2 Stock Monitoring
886
11.4.3 Configuration Settings for MRP and Material Procurement for Projects
887
11.5 Inventory Management
896
11.5.1 Goods Receipt for Project System
896
11.5.2 Goods Issue for Project System
898
11.5.3 Project Stock
900
11.6 Project Budget Management
902
11.6.1 Integrated Budget Management
902
11.6.2 Budget Allocation Setup
903
11.7 Summary
909
12 Integration with Other External Systems
911
12.1 Electronic Data Interchange
912
12.1.1 Integrated EDI with Materials Management
913
12.1.2 EDI Standards
922
12.1.3 Configuration of EDI Interfaces
923
12.2 External Tax Engine Integration
933
12.2.1 External Tax Engine versus Internal Tax Engine
935
12.2.2 External Tax Calculation for Purchase Orders and Supplier Invoice Documents
939
12.2.3 Configuration of External Tax Engine Integration
940
12.3 Summary
947
The Author
949
Index
951