Configuring PO Documents in SAP S4 HANA MM: Document Types, Item Categories, and Number Ranges

This document provides configuration steps for customizing the purchase order (PO) document type in SAP S/4HANA Materials Management (MM) module. It outlines how to define a new PO document type, restrict allowed item categories, link the document type to the purchase document configuration, define internal/external number ranges, make certain fields mandatory, and assign field selection keys. The goal is to configure a customized PO document type in SAP MM for handling special procurement types like subcontracting and consignment.

Key configuration steps covered in the document are:

  • Step 1: Define a new PO document type by copying the standard type and giving it a custom name
  • Step 2: Restrict allowed item categories for the document type
  • Step 3: Link the new document type to the purchase document configuration to specify valid item category combinations
  • Step 4: Define internal and external number ranges and assign to the new document type
  • Step 5: Make certain fields mandatory in the screen layout and assign a field selection key to the document type

The document provides a business scenario, explanations of configuration settings, and screenshots demonstrating the SAP configuration steps in detail. In summary, it covers the key SAP MM customizations required for setting up a specialized PO document type.

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SAP S/4HANA MM Pricing Procedure: Configuration Overview and Key Steps

This PDF document provides an end-to-end view of configuring a custom pricing procedure in SAP S/4HANA Materials Management (MM) module. The pricing procedure is used to combine different charges like gross price, freight, discounts, surcharges, taxes etc.

Following list of pricing procedure steps are covered in the document:

  • Setting up the calculation schema
  • Defining condition types such as taxes
  • Defining schema groups for suppliers and purchasing organizations
  • Assigning schema groups to purchasing organizations
  • Determining calculation schema for standard purchase orders
  • Assigning condition types to calculation schema
  • Assigning schema group to business partner
  • Validating pricing procedure in purchase order
  • Maintaining condition tables
  • Defining access sequences
  • Assigning access sequence to condition types
  • Maintaining condition records

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Special Procurements for MRP in SAP MM: General Overview Guide

This document provides an overview of special procurement types in SAP MM, which are used for specific procurement scenarios that differ from standard procurement. The key sections covered are:

  • What is special procurement and the role of the special procurement type key ?
  • Different special procurement scenarios:
    • Direct procurement
    • Subcontracting
    • Vendor consignment
    • Pipeline procurement
    • Withdrawal from alternate plant
    • Stock transfer

For each special procurement type, the document explains the purpose, configuration settings, and steps involved such as creating purchase orders, goods receipts, consumption postings, and settlement. Key transactions, movement types, and accounting entries are also listed for the different scenarios. Understanding these special procurement types allows handling non-standard material requirements that come up in planning and production.

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SAP PP Production Order Settlement without Variance – Configuration & End User Guide

Production order settlement in SAP PP is the process of transferring the costs of a production order to one or more receivers, such as finished goods, work in progress, or cost centers. In a standard costing scenario, the production order is valued at the planned costs, which are based on the standard cost estimate of the product. If there are no variances between the planned and actual costs, the production order settlement can be done without any adjustments. However, if there are variances, they need to be allocated to the receivers before the settlement.
This PDF document outlines the following list of key steps required for production order settlement without variance and WIP in SAP Production Planning:

  1. Configure PP settings in SAP – Define order types [OPL8], MRP views for finished goods and raw materials [MM01], work scheduling views, order control parameters [OPJK], valuation variants [OPK9].
  2. Create purchase orders and receive goods to bring raw materials into stock.
  3. Create and release production order for finished goods.
  4. Issue raw materials to production order.
  5. Confirm production order activities and quantities produced.
  6. Book actual overheads.
  7. Transfer finished goods to stock.
  8. Calculate variances – will be zero since planned equals actual.
  9. Settle production order at month end.
  10. Close settled production order.

The key steps covered are configuring PP parameters, issuing materials, confirming production, settling and closing the order. Since planned costs equal actual costs, there are no variances or WIP generated. This demonstrates production order settlement in a standard costing scenario without variances.

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TRM in SAP S4HANA: Overview Presentation

The document provides an overview of SAP Treasury and Risk Management (TRM), which is a module within the SAP S/4HANA enterprise resource planning system. The purpose of SAP TRM is to help organizations effectively manage their treasury operations and mitigate financial risks.

The main topics covered in the document include:

  • Introduction to SAP TRM
  • Purpose and benefits of SAP TRM
  • Role and key functions of Treasury and Risk Management
  • Cash management
  • Payment management
  • Multi-bank connectivity
  • Working capital management
  • Market rates management
  • Integration of SAP TRM with other systems

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SAP QM Guide: Automated Quality Notification Mails to Vendor / Supplier

This PDF document outlines the process flow for sending quality notification messages to vendors/suppliers regarding defects or issues found during quality inspection. The main sections covered are:

  • Process Flow: Details the typical process steps when defects are found during inspection – creating notifications, assigning tasks, sending emails via workflow.
  • Configuration Steps: Explains the SAP configuration required, including setting up notification types, configuring action box to enable sending emails, and authorization.
  • Sending Mail Process: Provides screenshots showing how users can select recipients, write a message, attach files and send the email alert to vendors/suppliers directly from the quality notification.

In summary, the document covers the end-to-end process and SAP configuration required to enable automatically sending email alerts to vendors/suppliers from quality notifications when defects or issues are found.

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SAP MM-SD and SD-FI Integration Points

The integration of SAP modules is essential for efficient business operations. This article explores the key touch points between Materials Management (MM), Sales and Distribution (SD), and Financial Accounting (FI).

Integration PointDescriptionKey Considerations for SAP Consultants
Sales OrderSD triggers the creation of a sales order, prompting MM to check material availability in stock or initiate procurement.Ensure consistent pricing and data across MM and SD.
DeliveryOnce a delivery is created in SD, MM ensures the correct goods are picked, packed, and shipped to customers.Automate delivery processes to minimize manual interventions and errors.
Stock UpdatesAfter goods issue in SD, MM updates inventory levels and triggers relevant accounting entries.Implement regular stock reconciliation to ensure accurate inventory records.
ReturnsWhen returns occur, MM and SD work together to manage reverse logistics and stock updates.Establish clear and efficient return procedures to ensure timely and accurate processing.
Revenue RecognitionSD provides data on sales transactions, enabling FI to recognize revenue and record relevant accounts receivable.Configure revenue recognition rules in FI to align with your accounting policies.
Customer InvoicingSD generates customer invoices, with FI managing accounts receivable and subsequent cash entries.Automate the invoicing process to ensure timely and accurate invoices are sent to customers.
Sales TaxSD calculates taxes like VAT, and FI ensures proper accounting and compliance with tax regulations.Configure tax codes and rates in FI to ensure accurate tax calculations and compliance.
Credit ManagementSD’s credit limits influence FI’s credit exposure and bad debt provisions.Implement robust credit management policies and procedures to minimize risk and bad debts.

Implications for SAP Consultants

SAP consultants can help businesses achieve seamless and efficient business processes by:

  • Maintaining consistent and accurate master data across MM, SD, and FI.
  • Thoroughly testing end-to-end processes to identify and resolve any integration issues.
  • Encouraging cross-functional training to foster better understanding and collaboration between MM, SD, and FI teams.
  • Continuously optimizing MM-SD and SD-FI processes to enhance efficiency, reduce manual interventions, and boost productivity.
  • Staying abreast of SAP updates and advancements.

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SAP PM Maintenance Order Cycle User Manual: Introduction and Key Process Steps

This document provides a user manual for creating and processing maintenance orders in SAP. It covers the end-to-end steps for creating different types of maintenance orders, planning materials and operations, releasing and technically completing the orders, and settling and closing the orders.

Key maintenance procedures covered in this document are:

  • Creating Maintenance Orders from Notifications
    • Steps to create maintenance orders from breakdown, corrective, and preventive notifications
    • Linking notification types to order types
    • Entering order header data, operations, materials, account assignment
    • Saving notification with order
  • Material Planning and Issue from Stores
    • Selecting materials with special stock indicator
    • Viewing reservation number against components
    • Budget checking during order save
  • Releasing Maintenance Orders
    • Releasing order to REL status
    • Allows material issue, services, operation confirmation
  • Confirming Operations
    • Steps to confirm operation completion and actual durations
    • Status updates to CNF and PCNF
  • Technically Completing Orders
    • Setting order to TECO status
    • Entering settlement rule and reference date/time
    • Allows financial postings still
  • Settling Maintenance Orders
    • Steps to settle order costs to cost center
    • Carried out periodically or for single orders
  • Closing Maintenance Orders
    • Setting order to CLSD status
    • Indicates order is fully complete
  • Creating Maintenance Orders Directly
    • Creating orders without notifications
    • Generating notification along with order
  • Appendix
    • Lookup tables for common fields like planner groups, work centers, PM activity types

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SAP S/4HANA QM: Quality Notification Processing User Manual

This PDF document provides an overview of the quality notification processing in SAP, with a focus on the following key steps:

  • Creating a quality notification
  • Recording defects
  • Assigning and completing tasks,
  • Carrying out QM activities,
  • Adding notification data,
  • Completing the notification, and understanding notification processing considerations.

The document walks through the menu paths and transaction codes for creating notifications, outlines the screens and fields for entering defect, task, and activity data, and provides guidance on processing notifications from creation to completion. Key sections cover defect recording, task management, performing QM activities, adding header and item data, closing notifications, and considerations for notification processing such as releasing, adding new items/tasks, and task completion.

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SAP Activate Methodology in S/4HANA: Complete Overview Document

This PDF document provides an overview of SAP Activate, which is SAP’s implementation methodology for S/4HANA projects.

The document starts by providing background on the evolution of SAP products over time, from the initial R/1 system in the 1970s to the current S/4HANA platform. It then discusses the benefits and key characteristics of SAP Activate methodology.

The core elements of SAP Activate are then covered – Methodology, Tools, and Content. The methodology provides prescriptive guidance for project teams. Tools include configuration, testing, project management etc. Content refers to best practice business processes and configurations.

Key topics covered in the document are:

  • Evolution of SAP:
    • SAP R/1 system,
    • SAP R/2 system,
    • SAP R/3 System,
    • my SAP,
    • SAP ERP – ERP Central Component (ECC)
    • SAP Business Suite
    • SAP S/4 HANA
  • HANA Platform
  • SAP business suite 4 HANA
  • Fiori
  • SAP Fiori design principles
  • Benefits of SAP Activate
  • Key Characteristics of SAP Activate
  • SAP Quality principles
  • Elements of SAP Activate
  • Anatomy of SAP Activate Methodology Implementation Roadmap
  • Phases
  • Transition Scenarios
  • Methodologies, Tools and Content
  • Project Management workstream
  • Phases;  Discover, Prepare, Explore, Realize, Deploy Run

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