MM Training - Day 11 Exercises

I. Classification

You have a large number of materials in your company. The classification

system helps you to find individual objects quickly and efficiently.

Display material class 100 for material class type 001. Study the characteristics
of this class and answer the following:

o What is the status of this class?

_______________________

o What are the descriptions of the characteristics?

_______________________
_______________________
_______________________
_______________________
_______________________

o Which characteristics have data type NUM?

_______________________
_______________________
_______________________

You want to describe bolts that you have in inventory using such properties as
‘length’ and ‘basic material’ so that you can find them later more easily. Proceed
as follows:

Create characteristic T_F6## with the following data:

Initial screen
Characteristic name: T_F6##

Basic data
o Description: Length Group ##
o Status: Released
o Entry required: Yes
o Data type: Numeric (NUM)
o No. of chars: 3
o Decimal places: 1
o Unit: mm (millimeters)
Select the Values tab so you can enter:
Values: 3
6
12

Save your characteristic.

Create a reference characteristic to represent the field ‘Basic Material’ on the

Basic Data 2 screen of the material master.

To find the table and field name for ‘Basic Material’, display the Basic Data 2
view of any material master (you can use material P- 100). Place your cursor on
the Basic Material field and choose F1, then Technical Data to view the
information you need.

Initial screen

Characteristic name: T_F600_##

Additional data
o Table name: ________________
o Field Name: ________________

Once you press Enter, the system will automatically default the formatting
information from the Data Dictionary so you don’t have to manually maintain
these fields.

Save your characteristic.

Create class C_## with the following data:

Initial screen
o Class name: C_##
o Class type: 001

Basic data
o Description: Class group ##
o Status: Released

Characteristics
o Characteristic: T_F6##
o Characteristic: T_F600_##

Save your class.

Create a new material master record for a bolt and classify it.
Material number: Bolt-##
Industry sector: M
Material Type: raw material
Select views: Basic Data 1, Basic Data 2, Classification
Description: Bolt group ##
Unit of measure: pc
Material group: 004
Basic Material: steel
Class Type: 001
Class: C_##

Assign values to the characteristics and make a note of the values.

Length: ___________________

Was a value assigned to the characteristic T_F600_##? _____________

Save your material master record.

Create another material that is also a bolt. Use the following data:

Initial screen

Material number: Use INTERNAL number assignment

Industry sector: M
Material type: raw material
Views: Basic data 1 + 2

Classification

Basic data 1
o Material short text: Bolt group ## /02
o Base unit of measure: Piece
o Laboratory/office: No. 002
o Basic material: Titanium

Classification view

o Type: 001
o Class: C_##

Make a note of the values you assign.

________________________________
________________________________
Save your material master record.

Make a note of the material number that was internally assigned

_______________________________

If you want to change a material master record, but you do not know the material
number you can do a matchcode search to find it. Use the search “Materials for
class”.

Search in the following class:

Class: C_##
Class type: 001

As a hit list you will see the bolts that you created. You can now copy one and
process it. You can also find materials using the Classification search functions.

Let’s see if you can find any bolts that have a length of 6mm.Use the Find
Objects in Classes function to perform this search. Enter your class C_## and
Class Type 001.

II. Document Release (Approval) Procedure

You wish to ensure that purchase requisitions that exceed a certain value
limit (among other criteria) are approved by various persons before the
requested materials can be ordered. The release procedure enables you to
achieve these goals.

Take a look at the Customizing settings for the release procedure for purchase
requisitions (with classification).

On the basis of which criteria is the release strategy ZZ assigned to requisition

items? (Note: Click the Classification button.)

Criteria:
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________

Obtain information about the release prerequisites.

Which release point can effect release without prerequisites?

Release point: _______________
Which prerequisite must be fulfilled before Z2 is able to release an item of a
purchase requisition?
Prerequisite:
________________________________________________________________

Which indicators/statuses are assigned to a requisition item in the case of

strategy ZZ?

Prior to release: _______________

1. Release: _______________
2. Release: _______________

Simulate release for strategy ZZ.

Which class is used for the release procedure with classification for purchase
requisitions?
Class: _______________

Which class type is used?

Class type: _______________

Display the definition of release indicator/status ‘B’ (fixed for RFQ/PO). Which
fields do control that it is possible to transfer purchase requisition items with this
release status into RFQs and purchase orders?
___________________________________________________________

Create a purchase requisition in such a way that the requisition is blocked and is
assigned to strategy ZZ (at item level). Use purchasing group Z##.
(If there is no matching material master, create a matching one.)

Obtain information on the release status of your here created requisition item:
Release indicator: _______________
Release status: _______________
Release strategy: _______________
Release points: _______________

Process the requisition items of your purchasing group Z## that are awaiting
release. To start with, release them for the issue of RFQs.

Choose the Collective release function.

With which release code must you effect release?
Release code: _______________

Additionally use you purchasing group Z## for selection.

After release has been effected, check how the release indicator and the release
status of your requisition items has changed.

Release indicator: _______________

Release status: _______________

Now release the requisition items of your purchasing group Z## for the issue of
purchase orders using the Individual release function.
Release code: _______________

After release has been effected, check how the release indicator and the release
status of your requisition items has changed.
Release indicator: _______________
Release status: _______________