Ch.07-03 WM Procure from Plant Process - S4 HANA 2020 MCC V1.6

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Chapter 07-03: WM Procure from Plant Process PREREQUISITES 1. You should be familiar with navigation in SAP ERP 2. Completed Exercises Chs. 02-01 through 07-02. MOTIVATION In this exercise, you will do the following for WM Procure from Plant: 1. Create Initial Inventory Balance 2. Create Stock Transport Order 3. Issue Shipment from Plant 4. Receive Shipment from Plant 5. Create Transfer Order 6. Confirm Transfer Order PRODUCT SAP S/4 HANA 2020 REVISED 12/08/2021 FOCUS WM Procure from Plant AUTHORS Simha R. Magal Jeff Word VERSION 1.6 MCC TESTED Date: 12/08/2021 System: MGL ACKNOWLEDGEMENT These are the GBI exercises developed by Simha R. Magal and Jeff Word. These exercises include concepts discussed in the book, Integrated Business Processes with ERP Systems (Epistemy Press, 2012).
© 2022 Epistemy Press, LLC. Screenshots © 2022, SAP SE Chapter 07: WM Procure from Plant Page 2 of 25 © 2022 Epistemy Press, LLC.
Part I - Table of Contents Table of Contents Section I.1: Create Initial Inventory Balance ................................................................................................ 3 Section I.2: Create Stock Transport Order ................................................................................................... 5 Section I.3: Issue Shipment to Plant ............................................................................................................ 7 Section I.4: Receive Shipment from Plant .................................................................................................... 9 Section I.5: Create Transfer Order ............................................................................................................. 11 Section I.6: Confirm Transfer Order ........................................................................................................... 13 Chapter 07: WM Procure from Plant Page 3 of 25 © 2022 Epistemy Press, LLC. Create Initial Inventory Balance (I) Create Stock Transport Order (II) Issue Shipment to Plant (III) Receive Shipment from Plant (IV) Create Transfer Order (V) Confirm Transfer Order (VI)
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Chapter 07: WM Procure from Plant Page 4 of 25 © 2022 Epistemy Press, LLC.
When GBI personnel conducted a physical count of inventory in Dallas, they discovered that a supply of Bikes has somehow been subtracted from inventory but not shipped out. In this section, you will re- enter these Bikes into the system by utilizing a method called “goods from heaven.” This method puts the goods directly into inventory which bypasses the entire production or procurement process. This is not the normal way to put material in inventory. Step: I.1.1: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu à Logistics à Materials Management à Inventory Management à Goods Movement à Goods Movement 1: What is the Transaction Code to create inventory from heaven? MIGO ! Step: I.1.2: In the “Enter Other Goods Receipt: Initial Screen” screen, enter the following information: Attribute Description Data Value Trans./Event Key uniquely identifying a plant Goods Receipt Reference Document Location where material is stored Other Movement Type Specifies a key for the type of goods movement Receipt per initial entry of Chapter 07: WM Procure from Plant Page 5 of 25 © 2022 Epistemy Press, LLC. Section I.1: Create Initial Inventory Balance Create Initial Inventory Balance (I) Create Stock Transport Order (II) Issue Shipment to Plant (III) Receive Shipment from Plant (IV) Create Transfer Order (V) Confirm Transfer Order (VI)
stock balances into unr.-use Step: I.1.3: Press Enter. Step: I.1.4: In the “Enter Goods Receipt Other – GBX-##” screen, enter the following information: Attribute Description Data Value Material Key uniquely identifying the material Your Men’s Off-Road Bike Quantity Quantity to be moved in the unit of entry 150 Plant Plant you wish to create inventory for Your Dallas Plant Storage Location Location where materials are stored Your Finished goods Step: I.1.5: Click Enter. Step: I.1.6: Click Post . You will receive a message that says, “Document posted”. 2: What is the material document number? 4900000530 ! Step: I.1.7: Refer to a previous step in a previous exercise for instructions on how to review material inventory. Review the inventory of your Men’s Off-Road Bikes to answer the following questions. While the balance in your inventory may be obvious, it is always good to check. Chapter 07: WM Procure from Plant Page 6 of 25 © 2022 Epistemy Press, LLC.
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3: How many Men’s Off-Road Bikes are in inventory in Dallas? 150 ! 4: How many Men’s Off-Road Bikes are in inventory in San Diego? 0 ! Step: I.1.8: Refer to a previous step in a previous exercise for instructions on how to review inventory balance. Review the inventory balance of your Men’s Off-Road Bike. While the balance in your inventory may be obvious, it is always good to check for grading purposes. 5: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 150 ! 6: How many Men’s Off-Road Bikes are in unrestricted stock in San Diego? 0 ! Chapter 07: WM Procure from Plant Page 7 of 25 © 2022 Epistemy Press, LLC.
San Diego has notified Dallas that they need some Men’s Off-Road Bikes. Luckily, they need the exact amount that was found in the inventory count and that you re-entered into inventory. In this section, you create a stock transport order. The process and idea is similar to a purchase order. However, instead you will be “buying” from the GBI Dallas plant instead of a vendor. Step: I.1.9: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu à Logistics à Materials Management à Purchasing à Purchase Order à Create à Vendor/Supplying Plant Known 7: What is the Transaction Code to create a stock transport order? ME21N ! Step: I.1.10: In the “Create Purchase Order” screen, enter the following information: Hint: The “Order Type (Purchasing)” field is the drop-down menu at the top left. Attribute Description Data Value Order Type (Purchasing) Allows differentiation between the between the different kinds of requisition and purchase order in the SAP system Stock Transp. Order Supplying Plant Number and name of the supplying plant Your Dallas Plant Chapter 07: WM Procure from Plant Page 8 of 25 © 2022 Epistemy Press, LLC. Section I.2: Create Stock Transport Order Create Initial Inventory Balance (I) Create Stock Transport Order (II) Issue Shipment to Plant (III) Receive Shipment from Plant (IV) Create Transfer Order (V) Confirm Transfer Order (VI)
Step: I.1.11: In the Org Data tab, enter the following information: Attribute Description Data Value Purch. Org. Denotes the purchasing organization Your GBI US Purch. Group Key for a buyer or a group of buyers Your GBI Buyer Company Code Organizational unit within financial accounting Your Global Bike Inc. Step: I.1.12: At the bottom of the screen, enter the following information: Attribute Description Data Value Material Uniquely identifies a material Your Men’s Off-Road Bike PO Quantity Quantity ordered by the buyer Appropriate Quantity Deliv. Date Date on which the goods are to be delivered One Week from Today Plnt Plant you wish to procure materials for Your San Diego Plant Stor. Location Location materials are to be stored Your Finished Goods Step: I.1.13: Press Enter. Press Enter to dismiss “Can delivery date be met?” warning message. Step: I.1.14: Click Save . You will receive a message that says, “Stock Transp. Order created”. 8: What is the resulting document number? 4500000025 ! Chapter 07: WM Procure from Plant Page 9 of 25 © 2022 Epistemy Press, LLC.
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Step: I.1.15: Refer to a previous step in a previous exercise for instructions on how to review material inventory. Review the inventory of your Men’s Off-Road Bikes to answer the following questions. While the balance in your inventory may be obvious, it is always good to check. 9: How many Men’s Off-Road Bikes are in inventory in Dallas? 150 ! 10: How many Men’s Off-Road Bikes are in inventory in San Diego? 0 ! Step: I.1.16: Refer to a previous step in a previous exercise for instructions on how to review inventory balance. Review the inventory balance of your Men’s Off-Road Bike. While the balance in your inventory may be obvious, it is always good to check for grading purposes. 11: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 150 ! 12: How many Men’s Off-Road Bikes are in unrestricted stock in San Diego? 0 ! Chapter 07: WM Procure from Plant Page 10 of 25 © 2022 Epistemy Press, LLC.
In this section, you issue the goods requested from Dallas to San Diego. Step: I.1.17: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu à Logistics à Materials Management à Inventory Management à Goods Movement à Goods Movement (MIGO) 13: What is the Transaction Code to issue the goods? MIGO ! Step: I.1.18: In the “Goods Receipt Purchase Order” screen, enter the following information: Hint: The first two fields are the drop-down menus at the top left. Attribute Description Data Value Executable Action in Transaction MIGO Indicates the business transaction that you want to enter in the system Goods Issue Executable Action in Transaction MIGO Indicates the document you want to reference when you enter the transaction Purchase Order Purchasing Document Number Key uniquely identifying the document Your Stock Transport Order Number M ovement Type Specifies a key for the type of goods movement Transfer posting to Chapter 07: WM Procure from Plant Page 11 of 25 © 2022 Epistemy Press, LLC. Section I.3: Issue Shipment to Plant Create Initial Inventory Balance (I) Create Stock Transport Order (II) Issue Shipment to Plant (III) Receive Shipment from Plant (IV) Create Transfer Order (V) Confirm Transfer Order (VI)
stock-in-transit from unrestricted use Step: I.1.19: Press Enter. Step: I.1.20: At the bottom of the screen, enter the following information: Attribute Description Data Value Mat. Short Text Describes the material in more detail ## Men’s Off-Road Bike OK Indicates that you are posting a goods movement Selected SLoc Description of storage location Your Finished Goods Step: I.1.21: Click Post . You will receive a message that says, “Material document posted”. 14: What is the Goods Issue document number? 4900000531 ! Step: I.1.22: Refer to a previous step in a previous exercise for instructions on how to review material inventory. Review the inventory of your Men’s Off-Road Bikes to answer the following questions. While the balance in your inventory may be obvious, it is always good to check. 15: How many Men’s Off-Road Bikes are in inventory in Dallas? 0 ! Chapter 07: WM Procure from Plant Page 12 of 25 © 2022 Epistemy Press, LLC.
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16: How many Men’s Off-Road Bikes are in inventory in San Diego? 0 ! Step: I.1.23: Refer to a previous step in a previous exercise for instructions on how to review inventory balance. Review the inventory balance of your Men’s Off-Road Bike. While the balance in your inventory may be obvious, it is always good to check for grading purposes. 17: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 0 ! 18: How many Men’s Off-Road Bikes are in On-Order Stock in San Diego? 150 ! Chapter 07: WM Procure from Plant Page 13 of 25 © 2022 Epistemy Press, LLC.
In this section, you receive the goods requested by San Diego from Dallas. Step: I.1.24: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu à Logistics à Materials Management à Inventory Management à Goods Movement à Goods Movement (MIGO) 19: What is the Transaction Code to receive the goods? MIGO ! Step: I.1.25: In the “Goods Issue Purchase Order” screen, enter the following information: Attribute Description Data Value Executable Action in Transaction MIGO Indicates the business transaction that you want to enter in the system Goods Receipt Executable Action in Transaction MIGO Indicates the document you want to reference when you enter the transaction Purchase Order Purchasing Document Number Key uniquely identifying the document Your Stock Transport Order Number Movement type Specifies a key for the type of goods movement Goods receipt for purchase order into Chapter 07: WM Procure from Plant Page 14 of 25 © 2022 Epistemy Press, LLC. Section I.4: Receive Shipment from Plant Create Initial Inventory Balance (I) Create Stock Transport Order (II) Issue Shipment to Plant (III) Receive Shipment from Plant (IV) Create Transfer Order (V) Confirm Transfer Order (VI)
warehouse/stores Step: I.1.26: Press Enter. Step: I.1.27: At the bottom of the screen, enter the following information: Attribute Description Data Value Mat. Short Text Describes the material in more detail ## Men’s Off-Road Bike OK Indicates that you are posting a goods movement Selected Step: I.1.28: Click Post . You will receive a message that says, “Material document posted”. 20: What is the Goods Receipt document number? 5000000027 ! Chapter 07: WM Procure from Plant Page 15 of 25 © 2022 Epistemy Press, LLC.
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Step: I.1.29: Refer to a previous step in a previous exercise for instructions on how to review material inventory. Review the inventory of your Men’s Off-Road Bikes to answer the following questions. While the balance in your inventory may be obvious, it is always good to check. 21: How many Men’s Off-Road Bikes are in inventory in Dallas? 0 ! 22: How many Men’s Off-Road Bikes are in inventory in San Diego? 150 ! Step: I.1.30: Refer to a previous step in a previous exercise for instructions on how to review inventory balance. Review the inventory balance of your Men’s Off-Road Bike. While the balance in your inventory may be obvious, it is always good to check for grading purposes. 23: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 0 ! 24: How many Men’s Off-Road Bikes are in unrestricted stock in San Diego? 150 ! Chapter 07: WM Procure from Plant Page 16 of 25 © 2022 Epistemy Press, LLC.
The Bikes are sitting in the interim storage location (receiving dock) and need to be put away into their storage bins. In this section, you create a transfer order. It is a hand-off from Inventory Management to Warehouse. Step: I.1.31: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu à Logistics à Logistics Execution à Inbound Process à Goods Receipt for Purchase Order, Order, Other Transactions à Putaway à Create Transfer Order à For Material 25: What is the Transaction Code to create a transfer order? LB11 ! Step: I.1.32: In the “Display Transfer Requirement: List for Material” screen, enter the following information: Attribute Description Data Value Warehouse Number Identifies a physical warehouse Your San Diego Warehouse Material Key uniquely identifying a material Your Men’s Off-Road Bike Plant Key uniquely identifying a plant Your DC San Diego Plant Storage Location Location where materials are stored Your Finished Goods Chapter 07: WM Procure from Plant Page 17 of 25 © 2022 Epistemy Press, LLC. Section I.5: Create Transfer Order Create Initial Inventory Balance (I) Create Stock Transport Order (II) Issue Shipment to Plant (III) Receive Shipment from Plant (IV) Create Transfer Order (V) Confirm Transfer Order (VI)
Step: I.1.33: Press Enter. In the next screen, you should see a line item describing the goods just received from your purchase order. The requirement number should be the same as your purchase order number. Step: I.1.34: In the “Transfer Requirements for Material” screen, click TO in Foreground Step: I.1.35: In the “Create TO for TR 0000000001: Prepared for Putaway” screen, enter the following information: Attribute Description Data Value SU Specifies how many storage units are to be created 1 Qty per SUnit Total quantity per storage unit 150 Typ Storage type where the material will be placed Pallet Storage Step: I.1.36: Press Enter . Step: I.1.37: Click Posting . 26: What is the Transfer Order document number? 0000000002 ! Step: I.1.38: Refer to a previous step in a previous exercise for instructions on how to review material inventory. Review the inventory of your Men’s Off-Road Bikes to answer the following questions. While the balance in your inventory may be obvious, it is always good to check. Chapter 07: WM Procure from Plant Page 18 of 25 © 2022 Epistemy Press, LLC.
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27: How many Men’s Off-Road Bikes are in inventory in Dallas? 0 ! 28: How many Men’s Off-Road Bikes are in inventory in San Diego? 150 ! Step: I.1.39: Refer to a previous step in a previous exercise for instructions on how to review inventory balance. Review the inventory balance of your Men’s Off-Road Bike. While the balance in your inventory may be obvious, it is always good to check for grading purposes. 29: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 0 ! 30: How many Men’s Off-Road Bikes are in unrestricted stock in San Diego? 150 ! Step: I.1.40: Refer to a previous step in a previous exercise for instructions on how to review warehouse inventory. Review the warehouse inventory of your Men’s Off-Road Bike. While the amount in your inventory may be obvious, it is always good to check for grading purposes. 31: How many Bikes are in your STBN-7-000 storage bin? 0 ! 32: How many Bikes are in the GR Area External Receipts? 150 ! Chapter 07: WM Procure from Plant Page 19 of 25 © 2022 Epistemy Press, LLC.
In this section, you pay the vendor for the materials you purchased from them. Step: I.1.41: In the “SAP Easy Access” screen, follow the navigation path below: Navigation SAP Easy Access Menu à Logistics à Logistics Execution à Inbound Process à Goods Receipt for Inbound Delivery à Putaway à Confirm Transfer Order à Single Document à In One Step 33: What is the Transaction Code to confirm a transfer order? LT12 ! Step: I.1.42: In the “Confirm Transfer Order: Initial Screen” screen, enter the following information: Attribute Description Data Value TO Number Identifies a transfer order Your Transfer Order Number Warehouse Number Identifies a physical warehouse Your San Diego Warehouse Step: I.1.43: Press Enter . Step: I.1.44: In the “Confirm Transfer Order: Overview of Transfer Order” screen, click Posting . Chapter 07: WM Procure from Plant Page 20 of 25 © 2022 Epistemy Press, LLC. Section I.6: Confirm Transfer Order Create Initial Inventory Balance (I) Create Stock Transport Order (II) Issue Shipment to Plant (III) Receive Shipment from Plant (IV) Create Transfer Order (V) Confirm Transfer Order (VI)
You will receive a message that says, “Transfer order confirmed”. Step: I.1.45: Refer to a previous step in a previous exercise for instructions on how to review warehouse inventory. Review the warehouse inventory of your Men’s Off-Road Bike. While the amount in your inventory may be obvious, it is always good to check for grading purposes. 34: How many Bikes are in your STBN-7-000 storage bin? 150 ! Chapter 07: WM Procure from Plant Page 21 of 25 © 2022 Epistemy Press, LLC.
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Part II - Exercise Deliverables Name: Paul Wojtowicz Course and Section: IS331-001 Identifier: 47 Client: 321 Chapter 07: WM Procure from Plant Page 22 of 25 © 2022 Epistemy Press, LLC.
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1: What is the Transaction Code to create inventory from heaven? MIGO ! 2: What is the material document number? 4900000530 ! 3: How many Men’s Off-Road Bikes are in inventory in Dallas? 150 ! 4: How many Men’s Off-Road Bikes are in inventory in San Diego? 0 ! 5: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 150 ! 6: How many Men’s Off-Road Bikes are in unrestricted stock in San Diego? 0 ! 7: What is the Transaction Code to create a stock transport order? ME21N ! 8: What is the Stock Transport Order document number? 4500000025 ! 9: How many Men’s Off-Road Bikes are in inventory in Dallas? 150 ! 10: How many Men’s Off-Road Bikes are in inventory in San Diego? 0 ! 11: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 150 ! 12: How many Men’s Off-Road Bikes are in unrestricted stock in San Diego? 0 ! 13: What is the Transaction Code to issue the goods? MIGO ! 14: What is the resulting document number? 4900000531 ! Chapter 07: WM Procure from Plant Page 23 of 25 © 2022 Epistemy Press, LLC.
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15: How many Men’s Off-Road Bikes are in inventory in Dallas? 0 ! 16: How many Men’s Off-Road Bikes are in inventory in San Diego? 0 ! 17: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 0 ! 18: How many Men’s Off-Road Bikes are in On-Order Stock in San Diego? 150 ! 19: What is the Transaction Code to receive the goods? MIGO ! 20: What is the Goods Receipt document number? 5000000027 ! 21: How many Men’s Off-Road Bikes are in inventory in Dallas? 0 ! 22: How many Men’s Off-Road Bikes are in inventory in San Diego? 150 ! 23: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 0 ! 24: How many Men’s Off-Road Bikes are in unrestricted stock in San Diego? 150 ! 25: What is the Transaction Code to create a transfer order? LB11 ! 26: What is the Transfer Order document number? 0000000002 ! 27: How many Men’s Off-Road Bikes are in inventory in Dallas? 0 ! 28: How many Men’s Off-Road Bikes are in inventory in San Diego? 150 ! 29: How many Men’s Off-Road Bikes are in unrestricted stock in Dallas? 0 ! 30: How many Men’s Off-Road Bikes are in unrestricted stock in San Diego? 150 ! Chapter 07: WM Procure from Plant Page 24 of 25 © 2022 Epistemy Press, LLC.
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31: How many Bikes are in your STBN-7-000 storage bin? 0 ! 32: How many Bikes are in the GR Area External Receipts? 150 ! 33: What is the Transaction Code to confirm a transfer order? LT12 ! 34: How many Bikes are in your STBN-7-000 storage bin? 150 ! Chapter 07: WM Procure from Plant Page 25 of 25 © 2022 Epistemy Press, LLC.
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