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Chapter 07: Warehouse Management
Exercise 07-01: Review Warehouse Management Master Data Multi Company Code Version 1 Rev: 01/17/2011
Introduction
GeneralNotesandInformation
It is strongly recommended that you read through the entire exercise prior to starting. Not all instructions can be provided in a linear manner.
The following symbols are used to indicate important information, as described below. An arrow highlights an important instruction that must not be overlooked. A pencil prompts you to write down an important piece of information.
Each student or group will be assigned a unique two-digit identifier. This identifier is used in all exercises to uniquely identify your data. Whenever you see ## in these exercises, replace it with your identifier.
Always work with your data.
BusinessProcessOverview
This exercise will show you how to view your material inventory using two different methods. The first method is Inventory Management, the second is Warehouse Management. The way inventory is tracked and reported is different depending on the method you use.
Chapter 07, Exercise 07-01, Revised: 01/17/2011
ExercisePrerequisites
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Exercise 4-1 MCC Procurement Basic Process Exercise 5-1 MCC Fulfillment Basic Process Exercise 6-1 MCC Production Basic Process
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ExerciseWorkflow
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ExerciseDeliverables
Deliverables are consolidated into one worksheet at the end of this exercise. For this exercise you will need the following deliverables.
In the System
Extend Material Master Create Vendor Create Customer Review Inventory
On Paper Completed exercise worksheet (attachment 1) to turn in to your professor Answers to the Questions
You may be assigned additional deliverables. Make certain to check with your instructor.
Step 1: Extend Materials
In this step, you will extend the views of three material masters to include another plant and warehouse: San Diego Plant (SD##) and San Diego Warehouse (1##). You will also sell these materials; so pricing conditions must be defined.
Step 1.1: Navigate to the transaction to extend trading materials:
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Chapter 07, Exercise 07-01, Revised: 01/17/2011 Navigation
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Logistics Materials Management Material Master Material Create (general) Immediately Q1: What is the transaction code to material (general): Q2: What is the transaction code to display material: Q3: What is the transaction code to change material: Q4: Step 1.2: In the Create Trading Goods (Initial Screen) enter the following information:
Field Name
Data Entry Code for your Road Helmet Retail Trading Goods Code for original Road Helmet
Material Industry Sector Material Type Copy from Material
Q5:
Click Enter again if system warns you that Industry Mechanical engineering copied from master record.
Step 1.3: In the Select View(s) window highlight the following options:
Basic Data 1 Sales: Sales Org. Data 1 Sales: General/Plant Data Purchasing Warehouse Management 1 Accounting 1
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Make sure the Create views selected check box is selected The first time you go through the above step, click on the orange diskette save icon (default values) on the dialog box. This will save these selections as
defaults so that they will automatically be selected the next time through.
(ENTER)
Step 1.4: Next, in the Organizational Levels window, specify the desired organization levels.
Field Name
Data Entry Code for your SD plant Code for your US West Sales Organization Code for your Wholesale Code for your Warehouse (1##) Code for Shelf Storage Type
Plant Sales Org. Distribution Channel Warehouse No. Storage Type
Copy from section
Field Name
Data Entry Code for Original SD plant Code for Original US West Sales Organization Code for Original Wholesale Code for Original Warehouse (100) Code for Shelf Storage Type
Plant Sales Org. Distribution Channel Warehouse No. Storage Type
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The first time you go through the above step, click on the orange diskette save icon
(default values)
on the dialog box. This will save these selections as defaults so that they will automatically be selected the next time through.
(ENTER)
Step 1.5: Carefully go through each tab, making sure of the following changes:
Make sure to not click on tabs without the yellow icon. That will cause to create additional views, and you will have to start over at Step 1.1. Change the value of the Delivery Plant field on the Sales: sales org. 1 tab to your SD plant. Change the value of the Purchasing Group field on the Purchasing tab to your Purchasing Group.
Q6: Q7: Q8:
What is the gross weight of the Road Helmet: What is the Material Group of the Road Helmet: What is the Moving Price of the Road Helmet:
(SAVE)
Step 1.6: Repeat Steps 1.1 to Steps 1.4 to create (copy from original) your Mens Off Road Bike, you will do this twice. Once for your Dallas Plant with US West Sales Organization, and once more for your San Diego plant
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with US West Sales Organization. Be sure to enter the correct industry sector as Mechanical Engineering and Finished Product as material type. Select the same views as the Road Helmet except the Mens Off Road Bike will not have a Purchasing view.
Q9: Q10: Q11:
What is the gross weight of the Mens Off Road Bike: What is the Material Group of the Mens Off Road Bike: What is the Moving Price of the Mens Off Road Bike:
Step 1.7: Navigate to the transaction to define pricing conditions:
Navigation
Logistics Sales and Distribution Master data Conditions Create Q12: What is the transaction code to create material prices for customers:
Step 1.8: In the Create Condition Records, open the folder Prices (click on arrow) then double-click on Material Prices. Double-click the line Cnty SOrg. DChl material ______ReSt.
Step 1.9: In the Create Conditions Records: Fast Entry, make sure your US West Sales Organization and Distribution Channel warehouse is defined. Then, enter the following information using the price table below.
Field Name
Data Entry Code for Price Code for your Mens Off Road Bike 2400
Condition Type Material Amount
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On the next line entry enter the following to set up pricing conditions for your RHMT10##:
Field Name Condition Type Material Amount
Data Entry Code for Price Code for your Road Helmet 50
(SAVE)
ExerciseDeliverables
In the System: Create materials in new plant and warehouse Pricing Condition is define for a finished good On Paper:
Answers to the Questions
Step 2: Create Vendor Master
In this step, you will now create your vendor to procure from later in the exercise.
STEP 2.1:
Navigate to the transaction to display vendor master:
Navigation
Logistics Materials Management Purchasing Master Data Vendor Central Create
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Q13: Q14: Q15: What is the transaction code to create a vendor: What is the transaction code to display a vendor: What is the transaction code to change a vendor:
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STEP 2.2: In the Create Vendor: Initial Screen screen, enter the following information (here is the general data of vendor master data):
Field Name
Data Entry 1090## Code for your the GBI US Code for your US Purchasing Organization Code for Vendor (external number assignment) Code for original Green Blazer Seat (Original items always end with numbers 000) Code for original GBI US Code for original US Purchasing Organization
Vendor Company Code Purchasing Organization Account Group Reference Vendor Reference Company Code Reference Purchasing Organization
(ENTER)
You will receive a warning that the account group of Original Vendor is KRED (internal number assignment). Proceed by clicking Enter, then you can create a vendor with external number assignment.
No additional information will be entered.
(SAVE)
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STEP 2.3: Go back to Step 2.1, however this time you will Display your vendor information. In the Display Vendor: Initial Screen, enter your vendor number, your Company Code, your Purchase Organization. You can see here of all the data in General, Company Code, and Purchasing Organization sections. Select (HIGHLIGHT ALL), and uncheck Withholding tax box.
(ENTER)
STEP 2.4: Be sure to Enter through the pages carefully answering all the questions below. To help you, the following views represent the Company Code data & Purchasing Organization data.
Following tabs are Company Code (FI) data of vendor master data: Create Vendor: Accounting information accounting Create Vendor: Payment transactions Create Vendor: Correspondence
Following tabs are Purchasing data of vendor master data: Create Vendor: Purchasing data Create Vendor: Partner functions
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Chapter 07, Exercise 07-01, Revised: 01/17/2011
Q16: Q17: Q18: Q19: Q20: What is the postal code for this vendor: What is the reconciliation account number for this vendor What are the payment terms: What is the order currency: What is the minimum order value:
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ExerciseDeliverables
In the System:
Create Vendor Master
On Paper:
Answers to the Questions
Step 3: Create Customer Master
In this step, you will create your to customer sell to later in the exercise. However, you will create customers in two different sales areas. If you recall from Fulfillment, each sales area consists of three things: Sales Organization Distribution Channel Division
You will sell both accessories (Road Helmet) and bikes (Mens Off-Road Bike), requiring you to define customers in US West Sales Organization, Wholesale distribution channel, and in both Accessory Division and Bikes Division.
Step 3.1: Navigate to the transaction to create customer master:
Navigation
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Logistics Sales and Distribution Master Data Business Partner Customer Create Complete Q21: Q22: Q23: What is the transaction code to create a customer: What is the transaction code to display a customer: What is the transaction code to change a customer:
Step 3.2: In the Customer Create: Initial Screen enter the following information:
Field Name
Data Entry Sold-to party Code for your US GBI 90## Code for your US West Code for Wholesale Code for Accessories
Account Group Company Code Customer Sales Organization Distribution Channel Division (Note* 2nd time through, change this to appropriate division)
Reference section
Field Name
Data Entry Code for original SoCal Bikes Code for original US00 Code for original US West Code for Wholesale Code for Accessories
Customer Company Code Sales Organization Distribution Channel Division
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(ENTER)
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Make sure that you take a look at each section below and add/edit data as indicated.
Step 3.3: At the top of the screen, select the button (Company code data), if not already current. Answer the questions by exploring each tab.
Q24: Q25: Q26:
What is the reconciliation account name of SoCal Bikes: What is your customers payment block setting: What is your customers bill of exchange limit:
Step 3.4: At the top of the screen, select the button
(Sales area
data). In the Shipping tab, change the Delivering Plant to your San Diego Plant. Answer the questions by exploring each tab.
Q27: Q28: Q29: Q30: Q31:
What is the Cust.pric.proc for your customer: What is the delivery priority for your customer: What are the incoterms for your customer: What are the shipping conditions for your customer: What currency does your customer use:
(SAVE)
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You will receive a message at the bottom of the screen indicating that a Customer was created.
Step 3.5: Repeat 3.1 through 3.4 to create same customer (same code number) in a different sales area with UW West Sales Organization, Wholesale distribution channel, and Bikes division.
ExerciseDeliverables
In the System:
Create Customer Master
On Paper:
Answers to the Questions
Step 4: View Inventory (Inventory Management Perspective)
In this step, you will review the inventory balance for a trading good before it goes into storage. Note that this process can also be used to review the inventory balance of semi-finished goods and finished goods. The perspective for this step is Inventory Management.
Step 4.1:
Navigate to the transaction to view Sloc inventory (IM):
Navigation
Logistics Material Management Inventory Management Environment Stock Warehouse Stock Q32: What is the transaction code to view warehouse inventory level:
Step 4.2: In the Display Warehouse Stock of Material screen, enter the following:
Field Name
Data Entry Code for your ROAD HELMET
Material
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Plant
Code for your San Diego Warehouse
(Execute)
Q33: Q34: Q35:
How many Road Helmets are in stock: What type of material is the Road Helmet: What is the Total Value ($) for Your Road Helmet in stock:
ExerciseDeliverables
In the System: None On Paper:
Answers to the Questions
Step 5: View Bin Inventory (Warehouse Management Perspective)
In this step, you will review the inventory that is held within your storage location (storage bin). This perspective can display information such as the location of the storage bin, the material within the storage bin, and the quantity of units within the storage bin. This step introduces the Warehouse Management perspective by displaying your individual storage bins. You currently have 3 storage bins for shelf storage type (bin 1, 2, 3) and another 3 for pallet storage type (bin 7, 8, 9).
Step 5.1:
Navigate to the transaction to view bin inventory (WM):
Navigation
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Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Bin Status Report Q36: What is the transaction code to run a bin status report:
Step 5.2:
In the Bin Status Report: Initial Screen enter the following:
Field Name Warehouse number
Data Entry Code for your San Diego Warehouse
You can also search just with your storage type or storage bin.
(Execute)
Q37:
What material is located in your bin:
Double-click on the first storage bin displayed when you search with your identifier, to view additional information about that storage bin.
Make certain to select the storage bin and not the material. If you do not, then you will not be able to view all of the necessary information.
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Q38: Q39: Q40: Q41: Q42: How many storage units are in the storage bin: What is the total capacity: How much of the total capacity is currently being used: What is the storage bin type: What is the Maximum Weight:
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ExerciseDeliverables
In the System: None On Paper:
Answers to the Questions
Step 6: View Stock Overview
In this step, you will search for the overview of your materials location and inventory.
Step 6.1.
Navigate to the transaction to view stock overview:
Navigation
Logistics Materials Management Inventory Management Environment Stock Stock Overview
Q43:
What is the transaction code to view stock overview:
Step 6.2.
In the Stock Overview: Company Code/Plant/Storage Location/Batch screen, enter the following:
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Field Name Data Entry Code for your ROAD HELMET BLANK
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Material Plant
(EXECUTE)
Q44: Q45:
What is the unit of measure for your Road Helmet: What is the material type for your Road Helmet:
Double click on the US## Global Bike Inc. This action will pull up a new window that enables you to view the status of the material in each stock type.
Q46:
How many units are in classified as On-Order Stock:
ExerciseDeliverables
In the System: None On Paper:
Answers to the Questions
Attachment 1: Exercise Worksheet
Name(s):_________________________________ Course & Selection: ______________________ Identifier: ______________________________ Client: _________________________________
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Q47: Q48: Q49: Q50: Q51: Q52: Q53: Q54: Q55: Q56: Q57: Q58: Q59: Q60: Q61: Q62: Q63: Q64: Q65: Q66: Q67: Q68: Q69: Q70: Q71:
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What is the transaction code to material (general): What is the transaction code to display material: What is the transaction code to change material: What is the gross weight of the Road Helmet: What is the Material Group of the Road Helmet: What is the Moving Price of the Road Helmet: What is the gross weight of the Mens Off Road Bike: What is the Material Group of the Mens Off Road Bike: What is the Moving Price of the Mens Off Road Bike: What is the transaction code to create material prices for customers: What is the transaction code to create a vendor: What is the transaction code to display a vendor: What is the transaction code to change a vendor: What is the postal code for this vendor: What is the reconciliation account number for this vendor What are the payment terms: What is the order currency: What is the minimum order value: What is the transaction code to create a customer: What is the transaction code to display a customer: What is the transaction code to change a customer: What is the reconciliation account name of SoCal Bikes: What is your customers payment block setting: What is your customers bill of exchange limit: What is the Cust.pric.proc for your customer:
Chapter 07, Exercise 07-01, Revised: 01/17/2011
Q72: Q73: Q74: Q75: Q76: Q77: What is the delivery priority for your customer: What are the incoterms for your customer: What are the shipping conditions for your customer: What currency does your customer use: What is the transaction code to view warehouse inventory level: How many Road Helmets are in stock:
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Q78: Q79: Q80: Q81: Q82: Q83: Q84: Q85: Q86: Q87: Q88: Q89: Q90:
What type of material is the Road Helmet: What is the Total Value ($) for Your Road Helmet in stock: What is the transaction code to run a bin status report: What material is located in your bin: How many storage units are in the storage bin: What is the total capacity: How much of the total capacity is currently being used: What is the storage bin type: What is the Maximum Weight: What is the transaction code to view stock overview: What is the unit of measure for your Road Helmet: What is the material type for your Road Helmet: How many units are in classified as On-Order Stock:
Q91:
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