Professional Documents
Culture Documents
Day 1 - Master Data
Day 1 - Master Data
Key User Training (5 days) Batam : 18/2 - 19/2, 25/3 - 01/4 Singapore : 07/3 - 15/3
Agenda Overview
S/N Organisation sstructure Master data / Material Types / Batch Procurement Inventory Management With Finance involvement - Invoice verification / Tolerence / Block - Automatic Account Determination - Material Valuation
Batam 18/2 (Mon) 18/2 (Mon) 19/2 (Tue) 25/3 (Mon) - 26/3 (Tue) 01/4 (Mon)
Singapore 07/3 (Thu) 07/3 (Thu) 08/3 (Fri) 11/3 (Mon) - 12/3 (Tue) 13/3 (Wed)
Agenda Day 1
S/N
1.
Subject
MM Organization Structure
2.
Material Master
--- Exercise ---
0900 - 1200
3.
4.
5.
1300 - 1700
6.
7.
KUT - Objectives
Objective
To train Key User on the functionality of MM that has been configured so that he can do the following : - User Acceptance Test - Train the End User
How Power Point Presentation to provide details on the different functionality Key User Operational Manual to provide step by step guide on the different functionality. Hands on Exercise to provide the necessary experience & exposure assisted by the Key User Operational Manual Written Test to access the skills & knowledge transfer.
KUT - Requirement
Requirement Commitment to attend all classes. Commitment to practice during class & outside class
Client Company Code Plant Storage Location Purchasing Organization/ Purchasing Group
Vincent Ng, ERP Project, 4 May 2012, Page 7
Client 400
Plant 1000
Plant 1100
Plant 2000
SLoc 0001
SLoc 0002
SLoc 0002
SLoc 0003
Plant
A plant is an organizational logistics unit that structures the enterprise from the perspective of production, procurement, plant maintenance, and materials planning.
A plant is a manufacturing facility or branch within a company.
Storage Location
The storage location is an organizational unit that allows the differentiation of material stocks within a plant. Inventory Management on a quantity basis is carried out at storage location level in the plant. Physical inventory is carried out at storage location level.
Purchasing organization
A purchasing organization is an organizational level that negotiates conditions of purchase with vendors for one or more plants. It is legally responsible for completing purchasing contracts. A purchasing group is the key for a buyer or group of buyers responsible for certain purchasing activities.
Company Code
SESEA (1010)
Purchasing Organization
SESEA (1010)
Plant
Company Code
SESG (1020)
Purchasing Organization
SESG (1020)
Plant
Storage Location
Quarantine (9001)
Company Code
SESS (1030)
Purchasing Organization
SESS (1030)
Plant
Storage Location
Quarantine (9001)
Quarantine (9001)
Company Code
SELA (1040)
Purchasing Organization
SELA (1040)
Plant
Storage Location
FG (0021)
Quarantine (9001)
Company Code
Purchasing Organization
SEIDS (1050)
IPO (0001)
Plant
Storage Location
Quarantine (9001)
Company Code
SEOA (1060)
Purchasing Organization
SEOA (1060)
Plant
Storage Location
Quarantine (9001)
Company Code
SEES (1070)
Purchasing Organization
SEES (1070)
Plant
Storage Location
Quarantine (9001)
Company Code
Purchasing Organization
SEMB (2020)
IPO (0001)
Plant
Storage Location
FG (0021)
Quarantine (9001)
* Warehouse Management
Basic data
Pc
Purchasing
Materials planning
S&D
Y001
A B
SE Standard Product
Work scheduling
Accounting
Costing
Storage
Forecasting
Warehouse Mgmt
Classification
Basic data
Pc
Purchasing
Materials planning
S&D
Y002
A B
SE Equipment
Work scheduling
Accounting
Costing
Storage
Forecasting
Warehouse Mgmt
Classification
Basic data
Pc
Purchasing
Materials planning
S&D
Y003
A B
SE SemiFinished
Work scheduling
Accounting
Costing
Storage
Forecasting
Warehouse Mgmt
Classification
Basic data
Pc
Purchasing
Materials planning
S&D
Y004
A B
SE Raw Materials
Costing
Accounting
Forecasting
Storage
Classification
Warehouse Mgmt
Basic data
Purchasing
Y005 SE Shipping
Classification S&D
Mark
Basic data
Purchasing
A B
Classification
Y006
Accounting
Prod. Res./Tools
Storage
Warehouse Mgmt
Basic data
Pc
Purchasing
Materials planning
S&D
Y007
A B
SE Modified Product
Work scheduling
Accounting
Costing
Storage
Forecasting
Warehouse Mgmt
Classification
Basic data
Pc
Purchasing
Materials planning
S&D
Y008
A B
SE Adapted Product
Work scheduling
Accounting
Costing
Storage
Forecasting
Warehouse Mgmt
Classification
Basic data
Pc
Purchasing
Materials planning
S&D
Y100
A B
SE NonValuated
Forecasting
Storage
Warehouse Mgmt
Basic data
Pc
Purchasing
Y200
t
Materials planning
SE Service
S&D
Classification
Material Group
Code
001 002 003 004 071 081
Description
DM - Merlin Gerlin DM - Modicon DM - Square D DM - Telemecanique DM - Other brands Assembly - Equipment
091
101 201 202 203 204
Service
Asset Office Furnishing R&M - Building .
Service Asset
Expense
Description Material group Material Group: Packaging Materials Basic Data 1 Product hierarchy General item category group Division Material group Material is costed with quantity structure Costing 1 Material-related origin Purchasing group Plant-Specific Material Status Purchasing Indicator: "automatic purchase order allowed" Distribution-chain-specific material status Date from which distr.-chain-spec. material status is valid Minimum order quantity in base unit of measure Delivering plant Sales Org 1 Cross-distribution-chain material status Date from which the X-distr.-chain material status is valid Delivering plant Material Pricing Group Item category group from material master Product hierarchy Sales Org 2 Material statistics group Account assignment group for this material Sales Org/Plant Profit Center Storage type indicator for stock removal WM 1 Storage type indicator for stock placement
Y001
R R R D D R R R R R R R R R R D D R R R R R O O R R
Y007
R R R D D R R R R R R R R R R D D R R R R R O O R R R - Required
Y008
R R R D D R R R R R R R R R R D D R R R R R O O R R
Y002
R R R D D R R R R R R R R R R D D R R R R R O O R R O - Optional
Y005
O O O D D O O O O O O O O O O D D O O O O O O O O O
Y006
O O O D D O O O O O O O O O O D D O O O O O O O R R
Y100
O O O D D O O O O O O O O O O D D O O O O O O O R R
Y200
O O R D D R O O O O O O O O O D D R O O R R R R O O
Euro check
Company code data Account management Payment transactions Correspondence Withholding tax Purchasing organization data Purchasing data Partner roles
Code Y001 Y002 Y003 Y004 Y005 Y009 Y014 Y015 Y016 Y017
Vincent Ng, ERP Project, 4 May 2012, Page 33
Description Cash 30 days 60 days 90 days 120 days 115 days 30 days + 25 end of month 60 days + 25 end of month 90 days + 25 end of month 120 days + 25 end of month
Screw A21
Conditions
Price/UoM Freight Discount 6 UNI / kg 2% 4%
Vendor 1234
Yes
Conditions
No
UNI
Info record
Conditions:
Price/UoM 50 UNI / pc Freight 2%
Price ?
Shipping Instructions
V2
V3 V4
By Land
By Air By Courier
Planned
Freight
shipping shipping
Customs
DUTY
Three possibilities to specify planned delivery costs -> SE configured to use method 2.
Vincent Ng, ERP Project, 4 May 2012, Page 37
Source List
Jan 01 96 - Jun 30 96
Jul 01 96 - Dec 31 96
Source list
Material M1 Plant 0001
Vendor 1
fixed
To allow system to automatically assign source during MRP run, set 1 - Relevant to MRP, in source list usage set 2 - Relevant to MRP, Scheduling line generated
Vincent Ng, ERP Project, 4 May 2012, Page 38
Info record
Source list
Material Vendor
CABLE-01 A1500-01
Source list 3 Source list 2 Source list 1 Material Vendor Valid from: Valid to: Outline agmnt: CABLE-01 A1500-01 March 04, 98 Sept. 30, 99 460000018
Outline agreement
Material Vendor CABLE-01 A1500-01
Quota Arrangement
Divides the total requirement of a material over a period among certain sources of supply by assigning a quota to each source. The quota specifies which portion of the total requirement should be procured from a given source The existence of a quota arrangement does not involve the apportioning of an individual material requirement
Quota-allocated quantity + Quota base quantity ------------------------------------------------------------= Quota rating Quota
The source with the lowest quota rating represents the valid source
Conditions
Quotation
Purch.ord.
Conditions
Key PB00 Description Gross price Amount 10.00 UNI
Y001
Y002 RA00 Outline agreement
SE Planned Freight
SE Planned Custom Discount from net
5.0%
8.0% 3.00 UNI Info recd Info recd
Conditions
Y001 SE planned freight Plant / Vendor /Material Plant / vendor Plant / Material
Calculation of Deadlines
PO date
Delivery date
Availability
Creation of requisition
GR processing time
t
Material Master
1.) Manual PO creation -> Take from info record if there is, otherwise take from material master. 2.) MRP PO creation -> Take from info record if source list is maintained and it is indicated as MRP relevant, otherwise take from material master.
Vincent Ng, ERP Project, 4 May 2012, Page 43