51sap咨詢服務(wù)內(nèi)容大綱-mm模塊--第六周

1、SAP MM 高端實戰(zhàn)課程 敲開通向SAP金領(lǐng)行業(yè)的大門數(shù)位資深項目經(jīng)理多年經(jīng)驗總結(jié)51SAP SAP項目高端項目實戰(zhàn)第一品牌SAP MM Category 2/2Information System / Closing / Analysis Reports信息系統(tǒng)信息系統(tǒng)/關(guān)閉關(guān)閉/分析報告分析報告Master Data : Material, Vendor, Purchasing Information主數(shù)據(jù)：物料，供應(yīng)商，采購信息主數(shù)據(jù)：物料，供應(yīng)商，采購信息 Purchasing 采購采購InventoryManagement 庫存管理庫存管理Master Data 主數(shù)據(jù)主數(shù)據(jù)Inf

2、ormationSystem / Reports系統(tǒng)信息系統(tǒng)信息/報告報告 PurchasingDocumentProcesses采購文件的過程InvoiceVerificationProcesses發(fā)票校驗過程發(fā)票校驗過程PostingChangeProcesses發(fā)布變更流程發(fā)布變更流程StockTransferProcesses庫存轉(zhuǎn)讓過程庫存轉(zhuǎn)讓過程PhysicalInventoryProcesses實際庫存過程實際庫存過程Goods IssueProcesses發(fā)貨流程發(fā)貨流程Requirement TakingProcesses領(lǐng)取需求過程領(lǐng)取需求過程Initial StockPr

3、ocesses初始庫存流量初始庫存流量QuotationProcesses報價流程報價流程GoodsReceiptProcesses收貨流程收貨流程Configuration: Business Organization, etc.配置：商業(yè)組織，等配置：商業(yè)組織，等Configuration 配置配置 Consultant or system administrator will do the configuration, for example:- Purchasing Organization, Storage LocationSAP MM functional settings咨詢或系

4、統(tǒng)管理員可以配置，例如：咨詢或系統(tǒng)管理員可以配置，例如：采購組織，存儲位置采購組織，存儲位置SAP MM功能設(shè)置功能設(shè)置6SAP-MM240Course overview課程概況- Course goals課程目標(biāo)- Course objectives課程目標(biāo)Part IISAP-MM240UNIT 1:- purchasing information record采購信息記錄Part II- contract合同Source of supply貨源- scheduling agreement計劃協(xié)議SAP-MM240UNIT 2:- source list貨源清單Part II- quota

5、 arrangement配額協(xié)議Source of supply貨源- SAP-MM240UNIT 2:- further aspect of source determination貨源確定Part II-Source of supply貨源SAP MM Training Schedule NO.6unit1： Sources of SupplyUnit OverviewIn this unit, you learn how to define vendor-specific material prices in the system.These data records are gener

6、ally referred to as sources of supply. Possible sources of supply are purchasing information records and outline purchase agreements (contracts and scheduling agreements). Unit ObjectivesDistinguish between and create purchasing info records with and withoutmaterial master recordsDistinguish between

7、 and create cross-plant and plant-specific purchasinginfo recordsCreate conditions in purchasing info recordsDistinguish between different forms of contractDifferentiate between and use item categories M and W in contractsCreate centrally agreed contracts with plant conditionsCreate contract release

8、 orders for different types of contract itemEnumerate the advantages of using scheduling agreementsDifferentiate between the various types of scheduling agreement Create scheduling agreements, SA delivery schedules and SA releases andgenerate these automaticallyDescribe the functions of the release

9、creation profileDistinguish between forecast and JIT delivery scheduleslesson： Purchasing Information RecordLesson OverviewIn this lesson, you will learn about using purchasing information records asnon-binding sources of materials with and without material master records. Lesson ObjectivesAfter com

10、pleting this lesson, you will be able to:Distinguish between and create purchasing info records with and withoutmaterial master recordsDistinguish between and create cross-plant and plant-specific purchasinginfo recordsCreate conditions in purchasing info recordslesson： Purchasing Information Record

11、Sources of Supply: Overviewlesson： Purchasing Information RecordDefault Price in Purchase OrderAn info record can contain quotation and purchase order data in addition tomaterial- and vendor-specifc data. The data in the info record (for example, price,or planned delivery time) is used as default da

12、ta for purchase orders. lesson： Purchasing Information RecordData in the Purchasing Information Recordlesson： Purchasing Information RecordConditions represent stipulations agreed with vendors with respect to prices,discounts and surcharges, freight costs, and so on. Such conditions can be created i

13、n quotations, info records, outline agreements, and purchase orders.You also have the option of maintaining general conditions at vendor level,for instance. lesson： Purchasing Information RecordCalculation Schema lesson： Purchasing Information Record1、Create general conditions:SAP Menu Logistics Mat

14、erials Management Purchasing Master Data Conditions Discounts/Surcharges By Vendor / By Invoicing Party etc.2、The conditions in POs are always time-independent. Those in info records andcontracts are always time-dependent (as are general conditions).3、In the case of scheduling agreements and quotati

15、ons, the document typedetermines whether time-dependent or time-independent conditions can becreated. You can set the Time-Dependent Conditions indicator in Customizingfor the document type to enable time-dependent conditions to be maintained inscheduling agreements and quotations.Define time-depend

16、ency in scheduling agreements and quotations:SAP Customizing Implementation Guide Materials Management Purchasing RFQ/Quotation or Scheduling Agreement Define Document Types4、For time-dependent conditions, you can define validity periods and scales. Youcan also specify a price range (upper/lower lim

17、it). 5、Conditions can be specified in the document header or in the item details. Itemconditions apply exclusively to the relevant item, whereas header conditions arevalid for all items of the document.lesson： Purchasing Information RecordOther important control settings for the condition type are:G

18、roup condition: This indicator is used to control whether, for example, ascale is not to be calculated for each item but for all items of a purchasingdocument.Header condition / item condition: Header conditions can be entered in thedocument header and apply to every document item, item conditions a

19、reentered in the document item and only apply to that item. A condition typecan be both a header condition or an item condition.Condition class: The condition type can be defined as a price, markup ordiscount, for example.Calculation rule: This is used to determine whether the condition type is afix

20、ed amount or whether it is to depend on the purchase order quantity or thepurchase order value.Plus/minus sign: The plus/minus sign determines if the condition type iscalculated as a markup or discount.The condition type is also used to define the reference magnitude for scales. Thescale can relate

21、to the quantity, the item value, or the delivery costs, for example.lesson： Purchasing Information RecordFurthermore, the calculation schema defines the following:Which subtotals are formed with which condition typesWhich condition types are allowed in the document or info recordThe sequence in whic

22、h the condition types are applied in calculating thenet priceWhich condition types are specified in the message to the vendorlesson： Purchasing Information Record1、A purchasing info record can apply to either all plants or a single plant in apurchasing organization.2、You can use the pricing date cat

23、egory to find different conditions, for example, those dependent on the delivery date. If you wish to use the pricing date category GR Date, you must also select GR-based invoice verification.3、Info records can be created manually or automatically when a quotation, a PO, or an outline agreement is c

24、reated. Purchase order data is automatically updated in the info record if the Info Update indicator has been set in the PO. lesson： Purchasing Information RecordTextsFor an info record referencing a material master record, you can specify thefollowing per purchasing organization or plant:Whether on

25、ly the info record purchase order text is to be displayed andprinted in purchasing documents. To do this, set the No Mat. Text indicatorin the purchasing organization data of the info record.The info record PO text and the purchase order text from the material master record will be displayed and pri

26、nted in purchasing documents. Both texts are displayed and printed if the No Mat. Text indicator is not set. lesson： Purchasing Information RecordSpecial Types of Info Records 1、Info records can be suggested by the system as a source for material groups as sources when you manually create a requisit

27、ion item without a material master record.2、The system does not automatically take info records for material groups intoaccount when you create a purchase order. However, you can choose and assign them in the item overview using the search help Info Records for Material Group on the relevant field.

28、lesson： Purchasing Information RecordHint: As of R/3 Enterprise a program has been available with which youcan compare the actual delivery times with the planned delivery time fromthe info record and the material master record. The result enables you toautomatically update the corresponding times. Y

29、ou can find this programunder SAP Menu Logistics Materials Management Purchasing Master Data Planned Delivery Time Calculationlesson： ContractLesson OverviewIn this lesson, the contract is presented as a further possible source of supply.In addition to different types of contract, you will be introd

30、uced to thecontract-specific item categories M and W. Furthermore, you will learn todifferentiate between plant-specific and cross-plant contract items. In the case ofthe cross-plant contracts (centrally agreed contracts), you have the addional option of defining plant-specific prices and partner ro

31、les. Lesson ObjectivesAfter completing this lesson, you will be able to:Distinguish between different forms of contractDifferentiate between and use item categories M and W in contractsCreate centrally agreed contracts with plant conditionsCreate contract release orders for different types of contra

32、ct itemlesson： ContractLesson OverviewIn this lesson, the contract is presented as a further possible source of supply.In addition to different types of contract, you will be introduced to thecontract-specific item categories M and W. Furthermore, you will learn todifferentiate between plant-specifi

33、c and cross-plant contract items. In the case ofthe cross-plant contracts (centrally agreed contracts), you have the addional option of defining plant-specific prices and partner roles. Lesson ObjectivesAfter completing this lesson, you will be able to:Distinguish between different forms of contract

34、Differentiate between and use item categories M and W in contractsCreate centrally agreed contracts with plant conditionsCreate contract release orders for different types of contract itemlesson： ContractOutline Agreementlesson： ContractAn outline agreement can be a contract or a scheduling agreemen

35、t. There are twokey differences in the use of these two agreement types:The volume of documentsIn the case of the contract, as a rule, you create a new purchase order inthe system each time you release goods or services against the contract.With the scheduling agreement, on the other hand, there is

36、only one furtherdocument apart from the agreement document; this is the delivery schedule,which is continually extended as new requirement quantities and deliverydates are added.Use in automatic materials planningRequirements planning can be set up in such a way that the contract itemis automaticall

37、y assigned to a requisition item as the source of supply.However, this requisition must subsequently be converted into a purchaseorder (contract release order). In the case of the scheduling agreement, itis possible to directly generate scheduling agreement delivery schedulesfrom the planning run, t

38、hus removing the need for any further processingtime in the purchasing department.lesson： ContractUse of Contractslesson： ContractHints：1、 Contracts can be created without reference to a purchase requisition, an outline agreement requisition an RFQ or another contract.2、 The release documentation fo

39、r the contract item is updated for each PO itemcreated with reference to a contract. The system provides the following data foreach release order:The number of the PO and the relevant itemThe order dateThe order quantityThe order valuelesson： ContractContract Typeslesson： ContractThere are three typ

40、es of contract:Quantity contractThe contract is fulfilled when a stipulated target quantity per contract item isreached as a result of the issue of release orders.Value contractThe contract is fulfilled when a stipulated overall target value (total value ofall items) is reached as a result of the is

41、sue of release orders.Distributed contractsThese are centrally-agreed contracts that are made available to other SAPsystems for the issue of release orders against the contract. You can createcontracts in one SAP system then make them available to other independentSAP systems (that is, distribute th

42、em to other systems). The central systemin which the contract is created and the local systems that also procure usingthis contract are all separate, independent SAP systemslesson： ContractItem Categories M and WItem category M： mended for similar materials of the same price. These can be materials

43、with different material numbers or materials without material master records. Item category W: mended for materials belonging to the same material group but with different prices. Item category W can only be used in value contracts.lesson： ContractCentrally Agreed ContractsAn enterprise that operate

44、s with a central purchasing organization coveringseveral plants can often negotiate better conditions at a central level. It has theoption of creating contracts that relate not to just one particular plant, but to thepurchasing organization.HINTS:1、The plant is not specified until the contract relea

45、se order is created. All plantsassigned to the purchasing organization can release against a centrally-agreedcontract.lesson： ContractPlant Conditions in Centrally Agreed ContractHints：Maintenance of plant conditions in centrally-agreed contractsis only possible via Edit Plant Conditions.lesson： Con

46、tractPartner Roles in Centrally Agreed Contract1、Create plant specific partner in vendor master record:SAP Menu Logistics Materials Management Purchasing Master Data Vendor Purchasing / Central Create / Change:2、In the contract, choose Header Partner. The Data Retention Level Partners screen appears

47、.lesson： Scheduling AgreementLesson OverviewThis lesson is intended to provide an overview of the advantages of usingscheduling agreements. You will learn about the various types of schedulingagreement and their uses. You will also discuss the most important Customizingsettings relevant to schedulin

48、g agreements. Lesson ObjectivesAfter completing this lesson, you will be able to:Enumerate the advantages of using scheduling agreementsDifferentiate between the various types of scheduling agreementCreate scheduling agreements, SA delivery schedules and SA releases and generate these automaticallyD

49、escribe the functions of the release creation profileDistinguish between forecast and JIT delivery scheduleslesson： Scheduling AgreementLesson OverviewThis lesson is intended to provide an overview of the advantages of usingscheduling agreements. You will learn about the various types of schedulinga

50、greement and their uses. You will also discuss the most important Customizingsettings relevant to scheduling agreements. Lesson ObjectivesAfter completing this lesson, you will be able to:Enumerate the advantages of using scheduling agreementsDifferentiate between the various types of scheduling agr

51、eementCreate scheduling agreements, SA delivery schedules and SA releases and generate these automaticallyDescribe the functions of the release creation profileDistinguish between forecast and JIT delivery scheduleslesson： Scheduling AgreementWorking with Scheduling Agreements: Overviewlesson： Sched

52、uling AgreementScheduling agreements can be created either with or without reference to apurchase requisition, an outline agreement requisition, an RFQ, or anotherscheduling agreement. Scheduling agreements can also be created with referenceto a centrally-agreed contract, thus facilitating the use o

53、f centrally-negotiatedprices.When you create a scheduling agreement, the following item categories areavailable:StandardConsignmentSubcontractingThird-partyTextScheduling agreements are always plant-specific. Item categories M and W are not allowed. For scheduling agreement items with the item categ

54、ory subcontracting,you can enter the material components to be provided for each delivery date separately.lesson： Scheduling AgreementAutomatic Scheduling Agreement Schedule Lineslesson： Scheduling AgreementSA delivery schedule lines can be generated automatically through MRP if certainprerequisites

55、 are fulfilled:The scheduling agreement must be clearly designated as a source of supplyfor MRP in the source list (MRP indicator 2).The procurement indicator F (external procurement) must have been set inthe MRP data of the material master record (exception: you are working withquota arrangement).A

56、utomatic scheduling agreement delivery schedules must be permitted inthe planning run. The Automatic Schedule Lines (Scheduling Agreements)indicator sets the timeframe for which the the scheduling agreement deliveryschedule is to be generated.lesson： Scheduling AgreementThe firm zone and trade-off z

57、one define the degree to which delivery schedulelines are binding. Scheduled delivery dates in the near future can be more bindingthan those in the more distant future.lesson： Scheduling AgreementScheduling Agreements With and Without Release Documentationlesson： Scheduling AgreementThere are two ty

58、pes of scheduling agreement (SA) release:Forecast (FRC) delivery schedulesCan be used to give the vendor a medium-term overview of yourmaterial requirements.Just-in-Time (JIT) delivery schedulesCan be used to inform your vendor of your short-term (near future)requirements. This type of schedule show

59、s requirements per day oreven per hour.lesson： Scheduling AgreementForecast (FRC) delivery schedulesCan be used to give the vendor a medium-term overview of yourmaterial requirements.lesson： Scheduling AgreementJust-in-Time (JIT) delivery schedulesCan be used to inform your vendor of your short-term

60、 (near future) requirements. This type of schedule shows requirements per day or even per hour.Create SA releases:SAP Menu Logistics Materials Management Purchasing Outline Agreement Delivery Schedule Create SA ReleaseGenerate SA releases in the scheduling agreement delivery schedule:Edit Generate F