Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Acknowledgments
31
Preface
33
Who Is This Book For?
33
How This Book Is Organized
33
Conclusion
38
1 Materials Management Overview
39
1.1 What Is Materials Management?
39
1.1.1 Materials Management in SAP S/4HANA
40
1.1.2 Materials Management in Logistics
40
1.2 Materials Management Integration
43
1.2.1 The Material Flow of the Supply Chain
43
1.2.2 The Information Flow of the Supply Chain
44
1.2.3 The Financial Flow of the Supply Chain
45
1.3 Summary
45
2 Organizational Structure
47
2.1 Mapping Business Functions of a Company in the SAP System
48
2.2 Client Structure in the SAP System
51
2.2.1 What Is a Client?
51
2.2.2 Clients in the SAP Landscape
53
2.2.3 Change and Transport System
54
2.3 Company Code
55
2.3.1 What Is a Company?
55
2.3.2 Creating a Company Code
56
2.4 Plants
57
2.4.1 What Is a Plant?
58
2.4.2 Prerequisites for a Plant
59
2.4.3 Defining a Plant
59
2.4.4 Valuation Level
62
2.4.5 Assigning a Plant to a Company Code
62
2.5 Storage Locations
63
2.5.1 What Is a Storage Location?
63
2.5.2 Defining a Storage Location
65
2.5.3 Automatic Creation of Storage Locations
65
2.6 Purchasing Organization
66
2.6.1 What Is a Purchasing Organization?
67
2.6.2 Types of Purchasing Organizations
67
2.6.3 Creating a Purchasing Organization
69
2.6.4 Assigning a Purchasing Organization to a Company Code
70
2.6.5 Assigning a Purchasing Organization to a Plant
70
2.6.6 Assigning a Purchasing Organization to a Reference Purchasing Organization
71
2.7 Purchasing Groups
73
2.8 SAP Calendar
73
2.8.1 Public Holidays
74
2.8.2 Holiday Calendar
76
2.8.3 Factory Calendar
77
2.9 Summary
77
3 Configuring the Material Master
79
3.1 Material Master
79
3.2 Configuring a New Material Type
81
3.3 Defining a Number Range for a Material Type
86
3.4 Defining Field Selections
89
3.5 Configuring an Industry Sector
91
3.6 Defining Material Groups
91
3.7 Configuring a New Unit of Measure
92
3.8 Validating the Correctness of Configurable Objects
95
3.9 Summary
100
4 Material Master Data: Part 1
101
4.1 Industry Sector
103
4.2 Material Type
103
4.2.1 Standard Material Types
103
4.2.2 Configuring Material Types
107
4.2.3 Changing a Material Type
108
4.3 Basic Data
109
4.3.1 Creating a Material Master Record: Immediately
109
4.3.2 Creating a Material Master Record: Schedule
110
4.3.3 Creating a Material Master Record: Special
110
4.3.4 Selecting Views
111
4.3.5 Organizational Levels
113
4.3.6 Basic Data Tabs
115
4.4 Classification Data
122
4.4.1 Class Type
122
4.4.2 Classes
123
4.4.3 Characteristics
123
4.5 Purchasing Data
124
4.5.1 General Data
125
4.5.2 Purchasing Value Key
126
4.5.3 Other Data/Manufacturer Data
129
4.5.4 Foreign Trade Data
131
4.5.5 Origin/EU Market Organization/Preferences
132
4.5.6 Legal Control
133
4.6 Sales Organizational Data
134
4.6.1 General Data
135
4.6.2 Tax Data
135
4.6.3 Quantity Stipulations
136
4.6.4 Grouping Items
137
4.6.5 Material Groups
139
4.6.6 Product Attributes
139
4.7 Sales General Data
140
4.7.1 General Data
140
4.7.2 Shipping Data
141
4.7.3 General Plant Parameters
142
4.8 Material Requirements Planning Data
143
4.8.1 General Data
145
4.8.2 Material Requirements Planning Procedure
147
4.8.3 Lot Size Data
148
4.8.4 Procurement
151
4.8.5 Scheduling
152
4.8.6 Net Requirements Calculations
153
4.8.7 Forecast Requirements
156
4.8.8 Planning
157
4.8.9 Availability Check
159
4.8.10 Bill of Materials Explosion/Dependent Requirements
160
4.8.11 Discontinued Parts
160
4.8.12 Repetitive Manufacturing/Assembly/Deployment Strategy
161
4.9 Summary
162
5 Material Master Data: Part 2
163
5.1 Advanced Planning Data
163
5.1.1 Procurement/PP-DS
164
5.1.2 Demand
165
5.1.3 Lot Size
167
5.1.4 Goods Receipt/Goods Issue
168
5.1.5 Location-Dependent Shelf Life
169
5.2 Forecasting Data
169
5.2.1 General Data
170
5.2.2 Number of Periods Required
172
5.2.3 Control Data
172
5.3 Work Scheduling Data
174
5.3.1 General Data
175
5.3.2 Tolerance Data
176
5.3.3 In-House Production Time in Days
177
5.4 Production Resources/Tools Data
178
5.4.1 General Data
179
5.4.2 Default Values for Task List Assignment
180
5.5 Plant Data/Storage Location
181
5.5.1 General Data
182
5.5.2 Shelf Life Data
185
5.6 Warehouse Management Data
187
5.6.1 General Data
187
5.6.2 Storage Strategies
188
5.6.3 Palletization Data
190
5.6.4 Storage Bin Stock
191
5.7 Quality Management Data
192
5.7.1 General Data
192
5.7.2 Procurement Data
195
5.8 Accounting Data
196
5.8.1 General Data
197
5.8.2 General Valuation Data
197
5.8.3 Determination of Lowest Value
199
5.8.4 Last In First Out Data
200
5.9 Costing Data
201
5.9.1 General Data
201
5.9.2 Quantity Structure Data
202
5.9.3 Standard Cost Estimate
203
5.9.4 Planned Prices
204
5.10 Summary
205
6 Business Partners
207
6.1 Configuring Vendor Account Groups (Financial Accounting)
209
6.1.1 Vendor Account Groups (Financial Accounting)
210
6.1.2 Number Ranges for Vendor Account Group
212
6.1.3 Assigning Number Ranges to Vendor Account Groups
213
6.2 Configuring a Business Partner
214
6.2.1 Defining and Assigning Number Ranges
214
6.2.2 Defining Business Partner Role Categories
215
6.2.3 Field Attributes for Business Partner Role Category
218
6.3 Customer/Vendor Integration
220
6.3.1 Setting the Business Partner Role Category for Business Partner to Vendor
220
6.3.2 Defining the Business Partner Role for Vendor to Business Partner
221
6.3.3 Defining Number Assignments for Business Partner to Vendor
222
6.3.4 Defining Number Assignments for Vendor to Business Partner
223
6.4 Additional Business Partner Configurations
224
6.4.1 Business Partner Types
224
6.4.2 Partner Functions
225
6.4.3 Vendor Subrange Functionality
226
6.5 Maintaining a Business Partner
226
6.5.1 Business Partner General Data
227
6.5.2 Extending Business Partner as FI Vendors
235
6.5.3 Extending Business Partners for Purchasing
249
6.5.4 Sales Data
257
6.5.5 Maintaining Business Partner Relationships
258
6.6 Summary
260
7 Purchasing Information Record
261
7.1 Purchasing General Data
262
7.1.1 Creating a Purchasing Information Record
263
7.1.2 Creating a Purchasing Information Record with a Material Number
264
7.1.3 Creating a Purchasing Information Record without a Material Number
265
7.1.4 General Data Screen
265
7.2 Purchasing Organization Data
267
7.2.1 Conditions
268
7.2.2 Validity
269
7.2.3 Text Screen
270
7.2.4 Statistical Data
271
7.3 Summary
273
8 Batch Management Data
275
8.1 Batch Management Overview
275
8.2 Batch Level and Batch Status Management
277
8.2.1 Defining the Batch Level
277
8.2.2 Batch Number Assignment
279
8.2.3 Creating New Batches in the Production Process
280
8.2.4 Batch Creation for Goods Movement
281
8.3 Master Data in Batch Management
282
8.3.1 Activating Batch Management in the Material Master
282
8.3.2 Batch Classification
283
8.3.3 Assigning Classification in the Material Master
286
8.4 Business Processes of Batch Management
287
8.4.1 Creating the Batch Master Manually
287
8.4.2 Changing a Batch
291
8.4.3 Deleting a Batch
291
8.4.4 Automatic Creation of a Batch in Goods Movement
292
8.4.5 Stock Overview
293
8.5 Batch Determination
294
8.5.1 Defining Condition Tables
296
8.5.2 Defining the Access Sequence
298
8.5.3 Defining Strategy Types
299
8.5.4 Defining the Batch Search Procedure
301
8.5.5 Batch Search Procedure Allocation
301
8.5.6 Creating a Sort Sequence
302
8.5.7 Maintaining Condition Records
303
8.5.8 Business Process of Batch Determination
305
8.6 Recurring Inspection and Expiration Dates
307
8.6.1 Quality Management Master Data Checklist
308
8.6.2 Business Processes
311
8.7 Batch Derivation
315
8.7.1 Configuration Basics: Batch Derivation
315
8.7.2 Classification in the Material Master
315
8.7.3 Batch Derivation: Receiver Material
319
8.7.4 Business Processes in Batch Derivation
321
8.7.5 Process Order and Sender Material Assignment
322
8.7.6 Reporting of Batch Derivation
325
8.8 Batch Traceability of Work in Process Batches
325
8.8.1 Configuration Settings
326
8.8.2 Master Data Setup
329
8.8.3 Business Processes for Work in Process Batches
330
8.8.4 Work in Progress Batch Reporting
333
8.9 Batch Information Cockpit
336
8.10 Electronic Batch Record
339
8.11 Summary
341
9 Purchasing Overview
343
9.1 Purchase Requisitions
343
9.2 Requests for Quotation
344
9.3 Quotations
345
9.4 Purchase Orders
346
9.5 Source Lists and Source Determination
346
9.5.1 Single Sourcing
347
9.5.2 Multisourcing
348
9.5.3 Generate a Source List
350
9.5.4 Source Determination
351
9.6 Conditions in Purchasing
352
9.6.1 Condition Processing
352
9.6.2 Pricing Conditions
353
9.6.3 Taxes
354
9.6.4 Delivery Costs
354
9.7 Purchasing Information Records
354
9.7.1 Purchasing Information Record for a Nonstock Material
355
9.7.2 Purchasing Information Record Numbering
355
9.7.3 Purchasing Information Record Screen Layout
356
9.8 Serial Numbers
357
9.8.1 Serial Number Profiles
357
9.8.2 Serializing Procedures
358
9.9 Quota Arrangements
359
9.10 Summary
361
10 Purchase Requisitions
363
10.1 Configuring a New Purchase Requisition Document Type
363
10.1.1 Defining a Number Range
364
10.1.2 Defining Document Types
365
10.1.3 Creating a Purchase Requisition with a Material Master Record
368
10.1.4 Creating a Purchase Requisition without a Material Master Record
373
10.2 Processing a Purchase Requisition
375
10.2.1 Changing a Purchase Requisition
375
10.2.2 Displaying a Purchase Requisition
375
10.2.3 Closing a Purchase Requisition
376
10.2.4 Follow-On Functions
377
10.3 Indirectly Created Requisitions
378
10.3.1 Purchase Requisition Created by Production Order
379
10.3.2 Purchase Requisition Created by Plant Maintenance Order
379
10.3.3 Purchase Requisition Created by Project System
379
10.3.4 Purchase Requisition Created by Materials Planning
380
10.4 Release Procedures
380
10.4.1 Release Procedures without Classification
381
10.4.2 Release Procedures with Classification
386
10.5 Summary
399
11 Requests for Quotation
401
11.1 Creating a Request for Quotation
401
11.1.1 Request for Quotation Type
402
11.1.2 Request for Quotation Date
403
11.1.3 Quotation Deadline
403
11.1.4 Request for Quotation Document Number
403
11.1.5 Organizational Data
404
11.1.6 Default Data for Items
404
11.1.7 Collective Number
405
11.1.8 Validity Start/Validity End
405
11.1.9 Apply By
406
11.1.10 Binding Period
406
11.1.11 Reference Data
406
11.1.12 Request for Quotation Item Detail
406
11.1.13 Request for Quotation Delivery Schedule
407
11.1.14 Additional Data
407
11.1.15 Vendor Selection
409
11.2 Changing a Request for Quotation
410
11.3 Releasing a Request for Quotation
411
11.4 Issuing a Request for Quotation to a Vendor
413
11.5 Maintaining Quotations
415
11.6 Comparing Quotations
416
11.6.1 Price Comparison Factor in Quotations
416
11.6.2 Other Qualitative Factors in Quotations
419
11.7 Rejecting Quotations
420
11.7.1 Flagging the Quotation as Rejected
420
11.7.2 Printing the Quotation Rejection
421
11.7.3 Advising Unsuccessful Bidders
422
11.8 Summary
422
12 Purchase Orders
423
12.1 Creating and Maintaining a Purchase Order
424
12.1.1 Purchase Order Creation
424
12.1.2 Purchase Order Maintenance
429
12.2 Blocking and Canceling a Purchase Order
430
12.2.1 Blocking a Purchase Order Line Item
430
12.2.2 Canceling a Purchase Order Line Item
431
12.3 Creating a Purchase Order with Reference to Purchasing Documents
432
12.4 Account Assignment in a Purchase Order
435
12.4.1 Account Assignment Categories
435
12.4.2 Single Account Assignment
436
12.4.3 Multiple Account Assignment
437
12.4.4 Automatically Create POs from Purchase Requisitions
437
12.5 Progress Tracking
438
12.5.1 Configuration Basics
439
12.5.2 Business Processes
441
12.5.3 Evaluation
443
12.6 Outline Purchase Agreements
443
12.6.1 Scheduling Agreements
444
12.6.2 Contracts
447
12.7 Supplier Confirmation
451
12.7.1 Supplier Confirmation Overview
451
12.7.2 Confirmation Configuration
451
12.7.3 Master Data Maintenance of Confirmation Control
454
12.7.4 Business Processes of Supplier Confirmation
455
12.7.5 Monitoring Supplier Confirmations
458
12.8 Messages and Output
459
12.8.1 How Message Determination Works
459
12.8.2 Configuration Steps
460
12.8.3 Maintaining Condition Records
465
12.8.4 Creating a Purchase Order
466
12.9 Pricing Procedures
468
12.9.1 Business Processes
468
12.9.2 Configuration Basics
470
12.10 Supplier Evaluation
478
12.10.1 Configuration Basics
480
12.10.2 Master Data Maintenance
485
12.10.3 Business Processes
486
12.10.4 Calculating Scores
487
12.11 Serial Numbers in Purchasing
489
12.11.1 Configuration Steps
490
12.11.2 Business Processes
494
12.12 Summary
496
13 External Services Management
497
13.1 Service Master Record
498
13.1.1 Material/Service Group
500
13.1.2 Tax Indicator
500
13.1.3 Valuation Class
500
13.1.4 Formula
500
13.1.5 Graphic
501
13.2 Standard Service Catalog
502
13.3 Conditions in External Services Management
502
13.4 Procurement of Services
503
13.5 Entry of Services
505
13.6 Blanket Purchase Orders
509
13.7 Configuration Basics of External Services Management
512
13.8 Summary
514
14 Special Procurement Types
515
14.1 Overview
516
14.2 Direct Procurement
518
14.3 Stock Transfers (Interplant Transfers)
521
14.4 Withdrawals from an Alternative Plant
524
14.5 Subcontracting
525
14.5.1 Production Version
526
14.5.2 Production Version: Mass Processing
527
14.5.3 Business Processes in Subcontracting
529
14.6 Consignment
532
14.7 Pipeline Material
534
14.8 Simplified Sourcing
535
14.8.1 Source of Supply without a Source List
535
14.8.2 Simplified Sourcing with Quota Arrangement
536
14.8.3 Simplified Sourcing with a Scheduling Agreement or a Contract
536
14.8.4 Simplified Sourcing for Internal Procurement
537
14.9 Summary
537
15 Material Requirements Planning
539
15.1 Process Overview
540
15.2 Material Requirements Planning Elements
545
15.2.1 Material Requirements Planning Types
546
15.2.2 Lot-Sizing Procedures
555
15.2.3 Scrap
560
15.2.4 Safety Stock
561
15.2.5 Scheduling
562
15.2.6 Net Requirements Calculation Logic
563
15.2.7 Procurement Proposals
563
15.3 Material Requirements Planning Procedures
564
15.3.1 Consumption-Based Planning
565
15.3.2 Forecast-Based Consumption Planning
566
15.3.3 Types of Planning Runs
567
15.3.4 MRP Live
569
15.3.5 Stock/Requirements List
573
15.4 Planning Areas
582
15.4.1 Configuration
583
15.4.2 Setting Up in the Material Master
584
15.4.3 Running MRP at the Planning Area Level
586
15.4.4 Planning Results
587
15.5 Classic MRP
587
15.6 Configuration Settings
590
15.6.1 Material Requirements Planning Activation
590
15.6.2 Plant Parameters Configuration
590
15.6.3 Material Requirements Planning Group Configuration
591
15.7 Planning Calendar
593
15.8 Summary
595
16 Forecasting
597
16.1 Forecast Models
598
16.1.1 Constant Model
599
16.1.2 Trend Model
599
16.1.3 Seasonal Model
599
16.1.4 Seasonal Trend Model
599
16.2 Forecasting Master Data
600
16.3 Forecast Profile
604
16.4 Business Processes in Forecasting
605
16.4.1 Executing Forecast
605
16.4.2 Executing Material Requirements Planning
609
16.4.3 Forecasting Using External Data
610
16.5 Configuration Settings for Forecasting
611
16.5.1 MRP Types
611
16.5.2 Weighting Group
613
16.5.3 Splitting Indicator
613
16.6 Summary
614
17 Inventory Management Overview
617
17.1 Goods Movements
617
17.1.1 Stock Overview
618
17.1.2 Warehouse Stock of Materials
620
17.1.3 Material Document
621
17.1.4 Movement Types
623
17.1.5 Goods Issue
624
17.1.6 Goods Receipt
624
17.2 Physical Inventory
625
17.3 Returns
625
17.3.1 Creating a Return
626
17.3.2 Configuring Reason for Movement
628
17.4 Material Documents
630
17.5 Reservations
631
17.5.1 Creating a Manual Reservation
631
17.5.2 Automatic Creation of Reservation
634
17.5.3 Material Requirements Planning and Reservations
635
17.5.4 Reservations Management Program
636
17.5.5 Configuration Settings of Reservations
636
17.5.6 Pick List
638
17.6 Stock Transfers
638
17.6.1 Transfer between Storage Locations
639
17.6.2 Transfer between Plants
641
17.6.3 Transfer between Storage Locations
641
17.6.4 Transfer between Plants Using Transaction MIGO_TR
642
17.6.5 Transfer between Company Codes
644
17.6.6 Additional Transfer Posting Scenarios
644
17.7 Configuration Basics in Inventory Management
645
17.8 Summary
649
18 Goods Issue
651
18.1 Goods Issue to a Production Order
651
18.1.1 Planned Goods Issue
652
18.1.2 Unplanned Goods Issue
657
18.1.3 Backflushing
657
18.2 Goods Issue to Scrap
659
18.3 Goods Issue for Sampling
662
18.4 Goods Issue Postings
663
18.4.1 Material Documents
663
18.4.2 Accounting Documents
663
18.4.3 Goods Issue Slips
663
18.4.4 Stock Changes
664
18.4.5 General Ledger Account Changes
664
18.5 Goods Issue Reversals
664
18.6 Summary
665
19 Goods Receipt
667
19.1 Goods Receipt for a Purchase Order
667
19.1.1 Goods Receipt with a Known Purchase Order Number
668
19.1.2 Goods Receipt with an Unknown Purchase Order Number
673
19.1.3 Goods Receipt Posting
673
19.2 Goods Receipt for a Production Order
675
19.3 Initial Entry of Inventory
676
19.4 Good Receipt of Co-Products or By-Products
679
19.4.1 Check in Material Master
681
19.4.2 Bill of Materials
684
19.4.3 Process Order
686
19.4.4 Confirmation
688
19.4.5 Goods Receipt
691
19.4.6 Documented Goods Movement
693
19.4.7 Cost Analysis
694
19.5 Other Goods Receipts
696
19.5.1 Goods Receipt without a Production Order
696
19.5.2 Goods Receipt for Free Goods
697
19.5.3 Goods Receipt for Returnable Transport Packaging
697
19.5.4 Automatic Goods Receipt
697
19.6 Summary
698
20 Physical Inventory
699
20.1 Physical Inventory Methods
700
20.2 Physical Inventory Preparation
701
20.2.1 Preparations for a Physical Inventory Count
702
20.2.2 Creating the Physical Inventory Count Document
702
20.2.3 Printing the Physical Inventory Count Document
704
20.3 Counting and Recounts
705
20.3.1 Entering the Count
706
20.3.2 Difference List
707
20.3.3 Missing Material
707
20.3.4 Recounts
708
20.4 Physical Inventory Posting
709
20.4.1 Posting the Count Document
709
20.4.2 Posting a Count without a Document
711
20.4.3 Accounting of Inventory Differences
713
20.5 Cycle Counting Method of Physical Inventory
714
20.5.1 Configuration Basics
714
20.5.2 Business Processes
715
20.6 Summary
717
21 Invoice Verification
719
21.1 Standard Three-Way Match
720
21.1.1 Entering an Invoice
720
21.1.2 Simulating a Posting
723
21.1.3 Invoice Posting
724
21.1.4 Invoice Parking
725
21.2 Duplicate Invoice Check
725
21.3 Evaluated Receipt Settlement
726
21.3.1 Master Data
726
21.3.2 Business Processes in ERS
728
21.4 Credit Memos and Reversals
731
21.5 Taxes in Invoice Verification
732
21.6 Goods Receipt/Invoice Receipt Account Maintenance
732
21.7 Invoice Reduction
734
21.8 Tolerance Limits
736
21.8.1 Variances
736
21.8.2 Tolerance Keys
737
21.8.3 Supplier-Specific Tolerance
738
21.9 Blocking Invoices
740
21.9.1 Manual Block
740
21.9.2 Stochastic or Random Block
741
21.9.3 Block Due to an Amount of an Invoice Item
741
21.10 Releasing Blocked Invoices
742
21.11 Down Payments
743
21.11.1 Creating a Purchase Order with a Down Payment
744
21.11.2 Monitoring Down Payments
745
21.11.3 Creating a Down Payment Request
746
21.11.4 Purchase Order with Down Payment History
746
21.11.5 Invoice Verification with Down Payment
747
21.12 Retention Money
748
21.13 Summary
749
22 Inventory Valuation and Account Assignment
751
22.1 Split Valuation
752
22.1.1 Configuration Steps
753
22.1.2 Master Data
759
22.1.3 Business Processes
761
22.1.4 Reports of Split-Valuated Materials
763
22.2 Account Determination
765
22.2.1 Configuration with the Automatic Account Determination Wizard
766
22.2.2 Configuration without the Automatic Account Determination Wizard
767
22.2.3 Master Data Setup
773
22.2.4 Troubleshooting Errors
775
22.3 Last In First Out Valuation
780
22.3.1 Configuration
781
22.3.2 Preparation
782
22.3.3 Running a Last In First Out Valuation
785
22.4 First In First Out Valuation
787
22.4.1 Configuration
787
22.4.2 Preparation
788
22.4.3 Running a First In First Out Valuation
788
22.5 Lowest Value Determination
790
22.5.1 Lowest Value Determination Based on Market Prices
790
22.5.2 Lowest Value Determination Based on Range of Coverage
792
22.5.3 Lowest Value Determination Based on Movement Rate
793
22.6 Material Price Changes
795
22.6.1 Price Changes in the Current Posting Period
795
22.6.2 Price Changes Not Carried Over
796
22.6.3 Price Changes Carried Over
796
22.6.4 Business Process
797
22.6.5 Configuration Steps for Price Changes in the Previous Period/Year
797
22.7 Summary
797
23 Material Ledger
799
23.1 Material Ledger Overview
799
23.2 Business Processes
803
23.2.1 Inventory Valuation Method
804
23.2.2 Material Price Determination
806
23.2.3 Multiple Currencies
806
23.2.4 Price Differences
808
23.2.5 Debit and Credit of a Material
809
23.3 Configuration Basics
810
23.3.1 Activating Valuation Areas
810
23.3.2 Assigning Currency Types
812
23.3.3 Maintaining Number Ranges for Material Ledger Documents
812
23.3.4 Automatic Account Determination
813
23.4 Activating the Material Ledger
820
23.5 Reporting in the Material Ledger
823
23.6 Summary
828
24 Classification System
829
24.1 Classification Overview
830
24.1.1 What Is the SAP S/4HANA Classification System?
830
24.1.2 Describing an Object
831
24.2 Characteristics
832
24.2.1 Creating Characteristics
832
24.2.2 Configuring Characteristics
835
24.3 Classes
838
24.3.1 Creating Classes
838
24.3.2 Class Types
839
24.3.3 Class Hierarchies
842
24.4 Object Dependencies
843
24.5 Finding Objects Using Classification
844
24.5.1 Classifying Materials
844
24.5.2 Classifying Objects
846
24.5.3 Finding Objects
847
24.6 Summary
848
25 Document Management System
849
25.1 Configuration Steps
849
25.1.1 Defining a New Number Range
849
25.1.2 Defining the Document Type
851
25.1.3 Document Status
855
25.1.4 Object Links
857
25.2 Document Info Record
860
25.2.1 Creating a Document
860
25.2.2 New Version of DIR
862
25.2.3 Assigning Originals to DIR
862
25.2.4 Document Hierarchy
863
25.2.5 Assigning Object Links
863
25.3 Additional Functionality
866
25.3.1 Additional Data (Classification System)
866
25.3.2 Long Texts
867
25.3.3 Search Functions
868
25.3.4 Document Distribution
870
25.3.5 Distribution Lists
870
25.3.6 Document Management in Batches
871
25.4 Summary
871
26 Early Warning System
873
26.1 Overview
874
26.2 Early Warning System Setup
875
26.2.1 Creating Exceptions
876
26.2.2 Group Exceptions
881
26.2.3 Setting Up Periodic Analysis
882
26.3 Scheduling an Early Warning System
884
26.4 Early Warning System in Action
885
26.5 Exception Analysis
887
26.6 Summary
888
27 Reporting and Analytics
889
27.1 The Basics of Reporting
889
27.2 Purchasing Reports
892
27.2.1 Purchasing Documents
892
27.2.2 Multiple Selection
893
27.2.3 Report Output
894
27.2.4 Downloading
898
27.2.5 Copying Selective Data to Microsoft Excel
898
27.2.6 Printing
898
27.2.7 Maintaining Selections
898
27.2.8 Maintaining Variants
898
27.2.9 PO History
899
27.3 Standard Analyses: Purchasing
900
27.3.1 Standard Analyses in Materials Management
900
27.3.2 Key Figures
903
27.3.3 Other Info Structures
903
27.3.4 Standard Analysis: ABC Analysis
904
27.4 Standard Analyses: Inventory Management
905
27.4.1 Inventory Turnover
905
27.4.2 Dead Stock
907
27.4.3 Slow-Moving Items
907
27.4.4 Range of Coverage
908
27.4.5 Stock Value
909
27.4.6 Usage Value
911
27.4.7 Requirement Value
911
27.5 SAP Fiori Apps
911
27.5.1 Monitor Material Coverage
912
27.5.2 Inventory Turnover Analysis
914
27.5.3 Manage Stock
914
27.5.4 Material Documents Overview
915
27.5.5 Material Stocks on Posting Date
915
27.5.6 Supplier Evaluation by Time
916
27.5.7 Purchasing Group Activities
917
27.5.8 SAP Fiori Library
917
27.6 Summary
918
A Movement Types
919
B The Authors
921
Index
923