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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

4. Branch to the list of your spool orders and display the pick list you just

generated on the screen.

a) System →Services → Output control

Usethedefaultsettingsontheselectionscreen.

Choose Execute.

SelecttheentryandchooseDisplaycontent.

5. Inoneoftheprocessedoutbounddeliveries,therequiredquantitywasnot

found in the warehouse.

Confirmthetransfer ordersforthegroupnumber.

Warehouse number: 012

Group: : see task 2

Foreground/backgroundprocessing: Foreground

First confirm the respective item by entering the actual quantity in the

foreground. Positionthecursorontheitem,chooseConfirmitemforeground

andenterboththeactualquantityandthedifferencequantity.

Afterwards,confirmtheremainingquantityinonestepbychoosingConfirm

rem. qty.

a) Logistics → Logistics Execution → Outbound Process → Goods

IssueforOutboundDelivery→Picking→ConfirmTransferOrder

→ Collective Processing

Warehousenumber: 012

Group: : see task 2

Foreground/background Foreground

processing:

→ Execute

PositionthecursoronanitemandchooseConfirmiteminforeground

(menu: Transferorder→Confirminforeground)

In the screen that appears, enter the actual and difference quantity.

ConfirmthewarningmessagethatappearsbychoosingEnter.

Toconfirmtheremainingitemsinonestep,chooseConfirmremaining

items(menu: Transferorder→Confirmremainingitems)

Continued on next page

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SCM610 Lesson: Picking Outbound Deliveries

Task 3:

TobeabletousetheWMsystem(eitherincompleteformorasLeanWM)during

picking, youmust have alreadyset up thewarehouse structurein Customizing

in an earlier step.

Caution: DonotchangethesettingsinCustomizing. Displaythemonly!

1. WhatisthehighestorganizationalunitintheWMsystem?

Where do you define thisin Customizing?

Answer: Warehouse number

IntheIMG:EnterpriseStructure→Definition→LogisticsExecution→

Define, copy, delete, checkwarehousenumber

2. WhereinCustomizingdoyouactivatetheWMsystem?

Answer: In the IMG: LogisticsExecution→ Assignment → Logistics

Execution→Assignwarehousenumbertoplant/storagelocation

Whenyouhaveassignedawarehousenumber,theWMsystemisactivefor

therelevantcombinationofplantandstoragelocation;thatis,pickingtakes

place on the basis of a transfer order.

3. Since you have fixed bin storage, it is not necessary to have stock

management at bin level beyond the requirements of standard Inventory

Management. As a result, you do not need a WM system with complete

functionality. Itissufficient tohaveLeanWM,which also simplifiesthe

implementationeffortinvolved. NamethetwoplacesinCustomizingwhere

youdefinethatyouwanttoworkwithLeanWMinsteadoffullWM.

Answer: In the IMG: Logistics Execution → Shipping → Picking →

LeanWM→Definecontrolparametersandnumberrangesforwarehouse

number

Choose Define control parameters and number ranges for warehouse

number. Thefield“LeanWM”isactiveforthewarehousenumber012

IntheIMG:LogisticsExecution→Shipping→Picking→LeanWM→

Control"Plant/StorageLocation/WarehouseNo."Assignment

For plant 1200, storage location 0001, and warehouse number 012, the

“Degreeof activationWarehouseMgmt”fieldcontains“1”(LeanWM is

active).

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Lesson Summary

You should now be able to:

• Describethepickingprocessusingtransfer orders,

• Createtransferordersmanuallyandusingcollectiveprocessing

• Confirm transfer orders

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SCM610 Lesson: Packing Processes

Lesson: Packing Processes

Lesson Overview

ThislessondiscussesthepackingfunctionalityforShippingintheSAPsystem. It

providesanoverviewofthisfunctionality, thedatathathastobemaintainedin

thiscontext, andtakesalookatCustomizingforPacking.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Define the term “packaging materials”,

• Describetheprocessformulti-levelpackinginSalesandDistribution

• Createpackinginstructionsanddeterminationrecordsforautomaticpacking

• Makethenecessarysettingsfordeterminingpermittedpackagingmaterial

• Explainthedifferentfollow-onprocessesforpackagingmaterial

Business Example

• Yourcompanymustpackcertainmaterialsintocartonsbeforegoodsissue.

Thesecartonsarethenplacedonpalletsbeforebeingshipped.

• Individualmaterialshavetobepackedinspecificcartons.

• Youneedaspeciallabelforeachpackage. Youalsowanttocreateapacking

list for the entire outbound delivery.

• You bill the customer for special cartons. You use returnable packaging

processing for the pallets.

Figure 48: Packaging Materials

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Packagingmaterialsarematerialsthatcanbeusedtopackortransportgoods.

Tostorepackinginformationforanoutbounddeliveryinthesystem, youmust

first specify a packaging material.

Youmustcreatematerialmasterrecordsforthedifferentpackagingmaterials.

YoucanusematerialtypeVERPforthesematerialsinthestandardsystem. Inthe

materialmaster, youdefinespecialdatasuchaspackingweightandthevolume

permitted for each shipping material.

Youcanalsoactivatethesefieldsfordifferentmaterialtypes.

Figure 49: Handling Unit

Selected items from an outbound delivery can be packed in an individual

packaging type called a handling unit.

The handling unit is assigned a unique sequential number from a predefined

number range.

The handling unit header contains information about the packaging material

used in packing.

Theoverviewscreenofthehandlingunitdisplaysthequantitiesofthedelivery

items or other handling units.

Youcanchangeorenhancethedataproposedfromthematerialmasterrecordof

thepackagingmaterialtoincludeadditionalinformation,suchasapalletnumber.

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SCM610 Lesson: Packing Processes

Figure 50: Packing Functions

Packingistheprocessofassigningdeliveryitemstopackagingmaterials. This

produceshandlingunits,whichcantheninturnbepackedinadditionalpacking

materials.

This creates new handling units. You can use as many levels as required

(multilevel packing).

Youcanalsounpackitemsfromhandlingunits,aswellasemptyinganddeleting

the handling units themselves.

In Customizing, you specify whether each delivery item category is relevant

forpacking. Thesettingsare: packingallowed(default), packingnotallowed,

packing mandatory.

Thepackingstatusisupdatedforeachitemintheoutbounddelivery(example:

partially packed / completely packed).

Asstandard, twooutputtypesareset up for printing:

• packing list (at delivery level)

• Shipping label (at handling unit level)

Youcan also define your own output types.

Usingthedeliveryitemcategory,foritemswithbatchsplit,youcanspecifyifthe

mainitem(withtheaccumulatedquantityofthebatchsplititems)ortheindividual

batchsplititemsaretobepacked. Iftheindividualbatchsplititemsarepacked,

youcanidentifyinwhichhandlingunitaspecificbatchiscontained.

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Figure 51: Packing in the SalesandDistribution Process

The packing function is available:

In orders (as packing proposals)

In the inbound delivery

In the outbound delivery

In the shipment document

Thepackingproposalintheordercanbecopiedtotheoutbounddelivery. You

controlthisattheheaderlevelinthecopycontroltablefordeliveries.

Youcanmakepackingintheoutbounddeliverysubjecttocertainconditions. To

do this, you need to make settings in Customizing (standard setting: packing

cannotbecarriedoutwhenthedeliveryhasbeenblockedbythecreditcheck).

Youcanchangepackingintheoutbounddeliveryaslongasyouhavenotposted

the goods issue.

Packingintheoutbounddeliveryiscopiedtotheshipment. Youcanthenchoose

to pack all the deliveries together.

Youcanuseuserexitstospecifyrulesforautomaticpackingduringthecreation

ofoutbounddeliveries. Theresultingproposalcontainsthepackagingmaterials

andthecontentsofeachhandlingunit. Youactivateautomaticpackingforeach

delivery type separately.

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SCM610 Lesson: Packing Processes

Figure 52: Packaging MaterialTypes and MaterialGrouping forPackaging

Materials

Similarpackagingmaterialsaregroupedtogetherinpackagingmaterialtypes.

Youcandefine controlsinCustomizingforeachpackagingmaterialtype. You

can use these, for example, to specify the output determination procedure for

output fromhandlingunits(suchasshipping labels).

The material grouping for packaging materials is used to group together

materialsthathavesimilarpackingrequirements(forexample,materialsrequiring

the same packaging materials).

Figure 53: Proposed Packaging Materials

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Youcandisplaytheallowedpackagingmaterialsforamaterialtobepacked. The

packagingmaterialsareproposedfromthetable"Allowedpackagingmaterialsfor

eachmaterialgroup"whichyoumaintaininCustomizing.

The system checks whether the packaging material being used for packing is

allowed.

However, if the field Material Group: Packaging Materials has not been

maintainedinthematerialmaster,thismaterialcanbepackedinanypackaging

material -dependingontheweightandvolumecheck.

Figure 54: Packing Instructions

Packing instructions consist of:

Packaging Materials

Materials to be packed

Text items

Subordinate packing instructions

Rulesconcerningrounding,minimumquantities,andsoon

Definition of a check profile

And so on

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SCM610 Lesson: Packing Processes

Figure 55: Packing Instructions (2)

Packinginstructionscanbeusedaspackingproposalsforonlineprocessingoras

packing rules for automatic packing.

Packinginstructiondeterminationiscarriedoutusingtheconditiontechnique,for

which you must define a corresponding procedureand condition types. Three

standardaccesssequencesareprovidedforyoutousewhenmaintainingcondition

types.

Automaticpackingcanbeimplementedusingeitherpackinginstructionsand/ora

customer enhancement (“packing sessions”).

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Figure 56: Packing Station

Deliveriesandhandlingunitscanbepackedusingapackingstation.

Youcanconnectakeyboardscannerandscalestothepackingstationcomputer

toenablerapidandprecisedataentry. Youcanalsoprintshippinglabelsatthe

packing stationtolabelhandling unitsimmediately.

EachpackingstationcanbecontrolledindividuallyusingtheterminalID,andcan

thereforebeused tocarry out different processes.

Employeesusethisnewfunctionstoenterthepackagingmaterialsactuallyused

in the packing process.

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SCM610 Lesson: Packing Processes

Figure 57: SubsequentProcessingforPackaging Materials

Youmayneedtomanagestockforpackagingmaterials. Toenableyoutodo

this,thesystemcangenerateaseparateitemintheoutbounddeliveryforeach

packaging material.

Toautomaticallygenerateitemsforpackagingmaterials:

• YoumustsetitemcategorydeterminationinCustomizing. Inthiscontext,

tableentrieswith PACK usagearerelevant.

• Thedeliveringplantmustbedeterminedusingtheplantdeterminationrule

inthepackagingmaterialtypeormustbeenteredmanually.

Youcanbillthecustomerforthepackagingmaterials,oryoucanusereturnable

packaging materials that are not billed.

• In the former case, you must create the packaging materials in the

materialmasterrecordwithitemcategorygroupVERP.Theitemcategory

determination procedureinthestandardsystemdeterminesitemcategory

DLN.Theseitemscanthenbecopiedtothebillingdocument.

• If you use returnable packaging materials, you must create them in the

materialmasterrecordwithitemcategorygroupLEIH(itemcategoryTALis

determined). Whengoodsissueisposted, thematerialsaretransferredto

specialstockforthecustomer(oraspecialstockpartner; forexample,the

forwardingagent). Theseitemswillnotbecopiedtothebillingdocument.

Note: Insubsequentprocessingofreturnablepackaging,useordertypereturnable

packagingpickup(LA)thenreturnsdelivery(RE).Or,ifthepackagingiskeptby

thecustomer,ordertypereturnablepackagingissue(LN)thenbilling.

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

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SCM610 Lesson: Packing Processes

Exercise 8: Packing

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Pack delivery items using several steps,

• Analyzetheprerequisitesforinventorymanagementofshippingmaterial.

Business Example

Mostofyourcomputeraccessorypartsarealreadypackagedin production. In

shipping,youthenpackthemagaininlargercontainerssuchascartons,according

tothenumberofpiecesrequired. Thecartonsareplacedonpalletswhichyoucan

thenloadintoacontainer. Youkeepaninventoryforspecialcartonsandpallets.

Youcharge thecustomer for the special cartons, anduse returnablepackaging

processing for pallets.

Task 1:

1. Create a standard order:

Sold-to party: T-L64B##

Purchase ordernumber: ##-8-1

Req. delivery date: Tomorrow

Material: T-AU2##

Quantity: 120

Order number: _________________

2. CreatethedeliveryfortheorderinshippingpointX0##andpacktheitemin

suchawaythattheharddisksalreadypackedintocartonsinproductionare

groupedtogetherintolargercartons. Afterwards, definehowtheselarger

cartons are to be placed onto a pallet.

3. Pack40pieceseachofmaterialT-AU2##intomaterialT-ZS4##(packaging

material). Usethefunctionthatautomaticallycreatesanewhandlingunit

andpacksit assoonasthe currentoneisfilled withtheselectedquantity

of 40 pieces.

Hint: InthePartialqtyfield,entertherequiredquantity(40pieces).

Continued on next page

131

Sold-to party:	T-L64B##
Purchase ordernumber:	##-8-1
Req. delivery date:	Tomorrow
Material:	T-AU2##
Quantity:	120

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

4. Inthesecondstep, “pack”allthehandlingunitsthathavebeencreatedto

onepieceofmaterial,T-ZS5##(palletaspackagingmaterial). Todothis,

select the Pack HUs tab page.

Task 2:

Returntotheoverviewscreenoftheoutbounddelivery. Thesystemhascreated

newdelivery items for the packaging material.

1. Which options do you now have?

1. _____________________________________________

2. _____________________________________________

3. _____________________________________________

2. WhichsettingsarerequiredinCustomizingsothattheseitemsarecreated

automatically?

1. _____________________________________________

2. _____________________________________________

3. Save the outbound delivery.

Delivery number: _______________________

Task 3:

Create a packing list that lists the hierarchy for packing, and the packaging

materials and handling units involved.

1. Intheabovedelivery, enteroutputtypePL00withthedefaultvaluesthat

appearwhenyouchooseEnter. Fortheoutputtype,chooseCommunication

method:

Logical destination: LP01

Save the delivery.

2. CreatethepackinglistfromtheshippingmenubychoosingOutb. Delivery

Delivery output:

Output type: PL00

Shipping point: X0##

Continued on next page

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SCM610 Lesson: Packing Processes

Displaythepackinglistonthescreenbeforeyoustartprocessing.

Hint: Youcanautomatethedeterminationandcreationprocesses

for thepickinglistusingtheoutputcontroller.

Thepathdescribedinthisexerciseistheprocedureformanualentry

oftheoutputtypeasyouwoulduseitinapracticalsituationwhen

youwanttocreate-inanexceptionalcase-aparticularoutput.

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Solution 8: Packing

Task 1:

1. Create a standard order:

Sold-to party: T-L64B##

Purchaseordernumber: ##-8-1

Req. delivery date: Tomorrow

Material: T-AU2##

Quantity: 120

Order number: _________________

a) Logistics→SalesandDistribution→Sales→Order→Create

Order Type: Standard order

2. CreatethedeliveryfortheorderinshippingpointX0##andpacktheitemin

suchawaythattheharddisksalreadypackedintocartonsinproductionare

groupedtogetherintolargercartons. Afterwards, definehowtheselarger

cartons are to be placed onto a pallet.

a) Logistics → Logistics Execution → Outbound Process → Goods

Issue for Outbound Delivery → Outbound Delivery → Create →

SingleDocument→WithReferencetoSalesOrder

Shipping point: X0##

Selection date: Today’s date

Order: Number of the order you just

created

Continued on next page

134

Sold-to party:	T-L64B##
Purchaseordernumber:	##-8-1
Req. delivery date:	Tomorrow
Material:	T-AU2##
Quantity:	120

Shipping point:	X0##
Selection date:	Today’s date
Order:	Number of the order you just created

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SCM610 Lesson: Packing Processes

3. Pack40pieceseachofmaterialT-AU2##intomaterialT-ZS4##(packaging

material). Usethefunctionthatautomaticallycreatesanewhandlingunit

andpacksit assoonasthe currentoneisfilled withtheselectedquantity

of 40 pieces.

Hint: InthePartialqtyfield,entertherequiredquantity(40pieces).

a) Choose Edit → Pack.

EntermaterialT-ZS4##asthePackagingMaterial,andchooseEnter.

Nowthesystemhasassignedahandlingunitnumber. Selecttheentire

linebychoosingthebuttonintheleft margin.

UnderMaterialtoBePacked,enter40piecesinthePartialQuantity

field. Also select the entire line.

Nowchoose the Per Part. Quantity pushbutton to perform the

packing(thefulldescriptionis: NewHUforPartialQtyofMaterial).

Thesystemfillsthecarton,firstwith40pieces,andthenitcreatestwo

furtherhandlingunits,andalsofillsthesewith40pieceseach.

4. Inthesecondstep, “pack”allthehandlingunitsthat havebeencreatedto

onepieceofmaterial,T-ZS5##(palletaspackagingmaterial). Todothis,

select the Pack HUs tab page.

a) Topackthehandlingunits,switchtothePackHUstabpage.

CreateanewHUbyenteringthematerialT-ZS5##asthepackaging

materialunderAll existingHUs(availableforpacking)andchoose

Enter. ThenewHUisthenalsolistedunderAllHUsthatcanbepacked.

UnderAllexistingHUs(availableforpacking),selecttherowwiththe

packagingmaterialT-ZS5##andunderAllHUsthatcanbepacked

the3handlingunitswiththepackagingmaterialT-ZS4##.

Choose the Pack pushbutton.

Nowyou havethree cartonsonthepallet.

Task 2:

Returntotheoverviewscreenoftheoutbounddelivery. Thesystemhascreated

newdelivery items for the packaging material.

1. Which options do you now have?

1. _____________________________________________

2. _____________________________________________

Continued on next page

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

3. _____________________________________________

a) Choose Back.

1. Inventorymanagementofpackagingmaterial(withcorresponding

updateofthestockwhenthegoodsissueisposted)

2. Billingofissuedpackagingmaterialtothecustomer

3. Processingreturnablepackagingforthepackagingmaterialissued

2. WhichsettingsarerequiredinCustomizingsothattheseitemsarecreated

automatically?

1. _____________________________________________

2. _____________________________________________

a) 1. Theitemsearchtablemustbemaintainedfortherespectivedelivery

type,theitemcategorygroupofthepackagingmaterial,andtheusage

PACK.

IntheIMG:LogisticsExecution→Shipping→Deliveries→Define

ItemCategory Determinationin Deliveries

2. Thesystemmustknowfromwhichplantthepackagingmaterialis

to be taken. Therule for plant determination is defined at thelevel

of the packaging material type.

IntheIMG:LogisticsExecution→Shipping→Packing→Define

Packaging Material Types

Chooseadetailscreen–forpackagingmaterialtypeV040,forexample

(“Plant determination” field).

3. Save the outbound delivery.

Delivery number: _______________________

Task 3:

Create a packing list that lists the hierarchy for packing, and the packaging

materials and handling units involved.

1. Intheabovedelivery, enteroutputtypePL00withthedefaultvaluesthat

appearwhenyouchooseEnter. Fortheoutputtype,chooseCommunication

method:

Logical destination: LP01

Continued on next page

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SCM610 Lesson: Packing Processes

Save the delivery.

a) Logistics → Logistics Execution → Outbound Process → Goods

IssueforOutboundDelivery →OutboundDelivery→Change →

Single Document.

Enterthedeliverynumberoftheaboveoutbounddeliveryandchoose

Enter.

Extras→ Delivery Output → Header

Inanemptyline,enterPL00inthe“Outputtype”field. ChooseEnter.

Inthisway, certaindefault settingsarecopiedfromthedefinitionof

the output type.

Fortheoutputtype,choose“Communicationmethod”: (Beforehand,

positionthecursorontherespectiveoutputline.)

Logical destination: LP01

(In your company system, this description is your own printer

description).

Choose Goto → Back.

Save the outbound delivery.

2. CreatethepackinglistfromtheshippingmenubychoosingOutb. Delivery

Delivery output:

Output type: PL00

Shipping point: X0##

Continued on next page

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Displaythepackinglistonthescreenbeforeyoustartprocessing.

Hint: Youcanautomatethedeterminationandcreationprocesses

forthepickinglistusingtheoutputcontroller.

Thepathdescribedinthisexerciseistheprocedureformanualentry

oftheoutputtypeasyouwoulduseitinapracticalsituationwhen

youwanttocreate-inanexceptionalcase-aparticularoutput.

a) Logistics → Logistics Execution → Outbound Process → Goods

IssueforOutbound Delivery→OutboundDelivery→Change →

Individual Document

Outbounddelivery→Issuedeliveryoutput

Display packing list before processing:

SelectthelinewiththeoutputtypePL00andchoose“Printpreview”.

Returntotheoutputlist andchoose“Print”.

Alternatively:

Logistics → Logistics Execution → Outbound Process → Goods

Issue for Outbound Delivery → Communication/Printing →

Outbound Delivery Output

Output type: PL00

Sorting 01

Processing mode 1

Shipping point: X0##

Delivery: Deliverynumberobtainedabove

Choose “Execute”.

Selecttheentry andchoosePrintpreview.

Return tothe list and choose“Process”.

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Output type:	PL00
Sorting	01
Processing mode	1
Shipping point:	X0##
Delivery:	Deliverynumberobtainedabove

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SCM610 Lesson: Packing Processes

Lesson Summary

You should now be able to:

• Define the term “packaging materials”,

• Describetheprocessformulti-levelpackinginSalesandDistribution

• Createpackinginstructionsanddeterminationrecordsforautomaticpacking

• Makethenecessarysettingsfordeterminingpermittedpackagingmaterial

• Explainthedifferentfollow-onprocessesforpackagingmaterial

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Lesson: Goods Issue

Lesson Overview

Thislessondescribesthegoodsissueprocess. Whenthegoodsissueisposted,the

shipping process is complete.

Lesson Objectives

After completingthislesson, you will beable to:

• Post the goods issue

• DescribetheeffectthatthegoodsissuepostinghasonSalesandDistribution,

MaterialsManagement, andFinancialAccounting

• Cancel the goods issue posting

• ExplainhowtolinkQualityManagementwiththeshippingprocess.

Business Example

• When the goods leave the plant, the shipping process is complete. The

stocksareadjustedintermsofquantityandvalue. Youcannowcreatethe

billing document.

• Ifagoodsissueispostedaccidentally,youshouldhavetheoptiontocancelit.

• Somematerialsaresubjecttoaqualitycheck. Youcanonlypostthegoods

issueif thematerial passesthequality check.

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SCM610 Lesson: Goods Issue

Figure 58: Goods Issue

Postinggoodsissueforanoutbounddeliverycompletesshippingactivities.

Posting goods issue requires that all mandatory shipping activities have been

performed. For example, if you are working with picking relevance and

confirmationrequirement,thesestepsmustfirstbecompleted.

Goods issue can be posted by changing a single outbound delivery.

Alternatively,youcanusethecollectiveprocessingfunctioninordertoselectall

deliveriesforwhichgoodsissueisduetobeposted,andthenpostthegoodsissue

forthem. Youcanalsousetheoutbounddeliverymonitortodothis.

Youcanalsopostthegoodsissuewhenthetransferorderisconfirmed.

Whenyouprocessasingleoutbounddelivery,youcanspecifytheactualgoods

issuedatewithoutchangingtheplanneddate. Adialogboxappearsinwhichyou

canentertheactualgoodsissuedate,andthenpostgoodsissueforthisdate. The

correspondinggoodsissuedocumentisthenpostedwiththeactualgoodsissue

date. Ifnoexplicitspecificationsaremadefor thegoodsissuedate, thecurrent

date is taken as the goods issue date.

Goodsissueappliestotheentireoutbounddelivery.

Anyerrorsareloggedwhen,forexample,datasuchasthebatchorserialnumber

ismissingorwhenpickinghasnotbeencarriedoutfullyfortheitems. Inthese

cases, goods issue is not posted.

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Figure 59: Effect of Goods Issue Posting

After thegoodsissuehasbeenposted, thereislimited scopeforchangingthe

outbound delivery. In particular, nochangescanbemadeto thequantities. At

thispointinprocessing,thedeliverydocumenthastoreflecttheactualphysical

delivery.

Goods issue

• Reduces inventory stock

• Poststhevaluechangetothestockaccountsininventoryaccounting

• Reduces delivery requirements

• Entersstatusinformationintheoutbounddelivery

• Is stored in the document flow

• Creates a work list for billing

To carry out billing before goods issue using the “Create billing document”

transaction,youcanmaketheappropriatesettingsincopycontrolinCustomizing.

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SCM610 Lesson: Goods Issue

Figure 60: Canceling Goods Issue

Ifgoodsissuefor anoutbound deliveryiscanceled, thegoodsissuepostingis

reset. Thesystemcopiesthequantitiesandvaluesfromtheoriginalgoodsissue

documentand carriesout aninventoryposting based onthesequantitiesand

values with a reversed +/- sign.

If you cancel goods issue, this affects the entire outbound delivery. The

cancellationdocumentcreated duringcancellationisenteredinthedocument

flow for the outbound delivery.

Aftergoodsissuehasbeencanceled,thegoodsmovementstatusoftheoutbound

delivery is reset to "Not yet started". This allows you to further process the

outbounddeliveryasusual. Thedeliveryrequirementsarealsorecreated.

Canceling goods issue comprises two steps if the outbound delivery has been

fullyorpartiallybilled. Inthiscaseyoumustfirstcancelthebillingdocument.

Then you can cancel goods issue.

Foreachmovement typeinInventoryManagement, youmustdefineareversal

movement type in Customizing. No additional settings are required for the

movementtypesusedforgoodsissuepostinginthestandardsystem.

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Figure 61: Selecting Outbound DeliveriesforCancellation

Ontheselectionscreen,youcanselectoneormoreoutbounddeliveriesforwhich

youwanttocancelthegoodsissueposting. Inadditiontotheoutbounddelivery

number,youcanentertheshippingpoint,theroute,thegoodsissuedate,agroup

ofoutbounddeliveriesandtheshipmentnumberasselectioncriteria.

Onthelistoftheoutbounddeliveriesselected,youcanspecifyadateotherthan

the current date for each delivery, provided that it does not come before the

goods issue date.

By double-clicking on a list entry, you can directly branch to the outbound

delivery itself.

Thesystemgeneratesalogofthecancellationsandanyerrorsthatmightoccur.

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SCM610 Lesson: Goods Issue

Figure 62: QM in Shipping

TheQualityManagement(QM)componentsupportsSalesandDistributionwith

qualityinspectionsforgoodsissues(forexample,packinginspections).

YouspecifyintheQualityManagementviewofthematerialmasterifaquality

inspection isto becarried out forthematerial.

When the outbound delivery is created in SD, QM automatically creates an

inspectionlotforthedeliveryitemsthatarerelevantforinspection. Theinspection

lottellsthequalityassurancedepartmentthatthegoodsneedtobeinspected.

Theresultoftheinspectioncanbestoredinthesystemindifferentways. Ifthe

goodsaredamaged,defectrecordscanbeentered. Measuredvaluesorevaluation

codesarestoredascharacteristicvalues. Youplanthetypeandprocedureusedby

the inspection in the QM master data.

TheusagedecisionrepresentsthecompletionofaQMinspection. Thisiswhere

the inspected goods are either accepted for further use or are rejected. This is

called“accepting”or “rejecting”an inspectionlot.

Depending on the customer, or on thecustomer and the material together, you

can specify if the inspection log must be accepted before goods issue can be

posted. Ifitmustnotbeaccepted,thequalityassurancedepartmentcansubmitthe

inspection results after goods issue posting.

Youinitiateprintingofacertificateofqualityfromoutputcontroloftheoutbound

delivery at item level. This function is primarily used for materials that are

handled in batches.

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

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SCM610 Lesson: Goods Issue

Exercise 9: The Goods Issue Posting and

Its Effects

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Post the goods issue,

• Describesomeoftheeffectsofthegoodsissueposting.

Business Example

Now that goods have left your warehouse, you want to update the stock

accordingly. Sinceyouarehandlingvaluatedgoods, thequantity stockchange

alsoresultsinvalueupdatepostingsinfinancialaccounting.

Task:

InshippingpointX0##,postgoodsissueforalltheoutbounddeliveriesthatneed

to be posted up to and including today.

1. Usethecollectiveprocessingfunctionandnotedownoneof thedelivery

numbers.

________________________

Whatisthevalueofthegoodsmovementstatusforthisoutbounddelivery?

________________________

2. Displaythematerialdocumentofthegoodsissueforthedeliverynumber

younoteddownbycallingupthedocumentflowfortheoutbounddelivery.

Branchtothedisplayof theaccountingdocument.

3. Inthisparticularoutbounddelivery,someofthegoodsweredamagedduring

loading and therefore not shipped with the delivery. Try to change the

quantityforthefirst itemintheoutbounddelivery.

Howdoesthegoodsissuepostingaffectthechangeabilityofthedelivery?

_____________________________________________________________

4. Trytopostgoodsissuefortheoutbounddeliveryfromtheexerciseforthe

lesson “Packing Processes” (Exercise 2-3).

Whichprerequisitesmust befulfilledbeforeyoucanpostthegoodsissue

for this outbound delivery?

1.

_____________________________________________________________

Continued on next page

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

2.

_____________________________________________________________

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SCM610 Lesson: Goods Issue

Solution 9: The Goods Issue Posting and

Its Effects

Task:

InshippingpointX0##,postgoodsissueforalltheoutbounddeliveriesthatneed

to be posted up to and including today.

1. Usethecollectiveprocessingfunctionandnotedownoneof thedelivery

numbers.

________________________

Whatisthevalueofthegoodsmovementstatusforthisoutbounddelivery?

________________________

a) Postgoodsissueusing collectiveprocessing:

Logistics→LogisticsExecution→OutboundProcess→GoodsIssue

forOutboundDelivery→PostGoodsIssue→CollectiveProcessing

via Outbound Delivery Monitor

Shipping point: X0##

Plannedgoodsmovementdate: Endofthisweek

Choose “Execute”.

Atleastonedeliveryreadyforgoodsissueisdisplayed.

Selectalllinesbychoosing“Selectall”andthenchoose“PostGI”.

Notedown one ofthe delivery numbers.

Goods movement status:

Logistics → Logistics Execution → Outbound Process → Goods

IssueforOutboundDelivery→OutboundDelivery→Display:

Enter thedelivery number you noted down, and from theoutbound

delivery choose Header→ Processing.

ThegoodsmovementstatusforthedeliveryisC(=Completed).

2. Displaythematerialdocumentofthegoodsissueforthedeliverynumber

younoteddownbycallingupthedocumentflowfortheoutbounddelivery.

Continued on next page

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Branchtothedisplayoftheaccountingdocument.

a) Displaythematerialdocumentforthegoodsissue:

Environment → Document flow

Inthedocumentflow,positionthecursoronthelineforthegoodsissue

and choose “Display document”.

Display the accounting document:

Inthematerialdocument,choose“Accountingdocuments”.

In the following dialog-box, double-click on the line “Accounting

document”.

3. Inthisparticularoutbounddelivery,someofthegoodsweredamagedduring

loading and therefore not shipped with the delivery. Try to change the

quantityfor thefirst itemintheoutbounddelivery.

Howdoesthegoodsissuepostingaffectthechangeabilityofthedelivery?

_____________________________________________________________

a) Trytochangethedeliveryquantityintheoutbounddelivery:

Logistics → Logistics Execution → Outbound Process → Goods

IssueforOutbound Delivery→OutboundDelivery→Change →

Individual Document

Howdoespostinggoodsissueaffectsthechangeabilityoftheoutbound

delivery?

Most of thefieldsinthedeliverycannolongerbechangedafter the

goodsissuehasbeenposted,particularlythequantities.

4. Trytopostgoodsissuefortheoutbounddeliveryfromtheexerciseforthe

lesson “PackingProcesses” (Exercise2-3).

Whichprerequisitesmustbefulfilledbeforeyoucanpostthegoodsissue

for this outbound delivery?

1.

_____________________________________________________________

Continued on next page

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SCM610 Lesson: Goods Issue

2.

_____________________________________________________________

a) Posting goods issue for outbound delivery from task 2-3, lesson

“Packing Processes”:

Logistics → Logistics Execution → Outbound Process → Goods

IssueforOutboundDelivery→OutboundDelivery→Change

Enterthedeliverynumberandchoose“Postgoodsissue”.

Postingthegoodsissueisnotpossibleforthisdeliverybecausecertain

processingstepshavenotyet beenexecuted.

Prerequisites for posting goods issue:

1. Picking must be complete for the delivery; that is, the delivery

quantityandthepickquantitymustbethesame.

2. Sincethecurrentsystemsettinghasconfirmationrequirement,the

WMtransferorder -whichstillneedstobegenerated-mustalsobe

confirmed.

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SCM610 Lesson: Goods Issue

Exercise 10: Canceling the Goods Issue

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Cancelthegoodsissuepostingforoutbounddeliveries.

Business Example

Inoneoftheoutbounddeliveriesforwhichgoodsissuehasalreadybeenposted,

somegoodsweredamagedduringloading. Thesegoodswereconsequentlynot

shippedwiththedelivery. Youthereforeneedtocancelthegoodsissueposting.

Task:

Cancel the goodsissue for the outbound delivery that is noted in task 1 ofthe

exerciseforthelesson“TheGoodsIssuePostingandItsEffects”

1. Cancelthegoodsissuefortheoutbounddeliverythatisnotedintask1ofthe

exerciseforthelesson“TheGoodsIssuePostingandItsEffects”

2. Now reduce the pick quantity in the first delivery item by one piece and

change the delivery quantity accordingly.

3. Post the goodsissue for this delivery again.

4. Display theentireprocessin thedocument flow.

Branch to the material document for cancellation and into the relevant

accountingdocument. Usethesymbols,quantities,andvaluestocheckthat

youreallyhavecanceledthegoodsissueposting.

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Solution 10: Canceling the Goods Issue

Task:

Cancel the goods issue for the outbound delivery that is noted in task 1 ofthe

exerciseforthelesson“TheGoodsIssuePostingandItsEffects”

1. Cancelthegoodsissuefortheoutbounddeliverythatisnotedintask1ofthe

exerciseforthelesson“TheGoodsIssuePostingandItsEffects”

a) Cancel goods issue:

Logistics→LogisticsExecution→OutboundProcess→GoodsIssue

forOutboundDelivery→PostGoodsIssue→Cancellation/Reversal

Enterthedeliverynumberandchoose“Execute”.

Inthelist,selectthelineandchoose“Cancel/reverse”.

2. Now reduce the pick quantity in the first delivery item by one piece and

change the delivery quantity accordingly.

a) Change thepick and delivery quantity:

Logistics → Logistics Execution → Outbound Process → Goods

IssueforOutbound Delivery→OutboundDelivery→Change →

Individual Document

Choose the Picking tab.

Picking quantity: -1

Delivery qty: -1

YoucanalsochooseEdit→Copypickedquantityasdeliveryquantity.

3. Post the goods issue for this delivery again.

a) Post goods issue:

Inthe“pickingtab”of the outbounddelivery, choose“Post goods

issue”.

4. Displaytheentireprocessin thedocument flow.

Continued on next page

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SCM610 Lesson: Goods Issue

Branch to the material document for cancellation and into the relevant

accountingdocument. Usethesymbols,quantities,andvaluestocheckthat

youreallyhavecanceledthegoodsissueposting.

a) Displaytheentireprocessinthedocumentflow:

Logistics → Logistics Execution → Outbound Process → Goods

IssueforOutboundDelivery→OutboundDelivery→Display

Environment → Document flow

Materialdocumentforcancellationandrelatedaccountingdocument:

Inthedocumentflow,positionthecursoronthelineforthegoodsissue

and choose “Display document”.

Inthematerialdocument, choose“Accountingdocuments”. Inthe

followingdialog-box,double-clickontheline“Accountingdocument”.

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Lesson Summary

You should now be able to:

• Post the goods issue

• DescribetheeffectthatthegoodsissuepostinghasonSalesandDistribution,

MaterialsManagement, andFinancialAccounting

• Cancel the goods issue posting

• ExplainhowtolinkQualityManagementwiththeshippingprocess.

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SCM610 Lesson: Special Functions for Processing Deliveries

Lesson: Special Functions for Processing Deliveries

Lesson Overview

This unit provides an overview of further functions that can be executed in

conjunctionwithoutbounddeliveries. Inparticular,handlingshippingprocesses

using batches and serial numbers will be explained. In addition, this chapter

provides information about using conditions in the outbound delivery, the

“Subsequent DeliverySplit”andtheproofofdelivery.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Explainhowbatchescanbespecifiedintheoutbounddelivery

• Demonstrateserialnumberassignmentintheoutbounddelivery

• Use pricing in the outbound delivery

• Splitanexistingdeliveryintoseveralsmallerdeliveries,

• Understandtheprocessof theproofof delivery.

Business Example

• Inyourcompany, batcheshavetobeusedforcertainmaterials. Youneed

to specify from which batch the material was selected by the time of the

outbound delivery.

• Othermaterialshaveserialnumbers, whichyoualsoneedtorecordatthe

timeofoutbounddeliveryandenter inthesystem.

• Itisoftennecessarytorecordshippingcosts, suchaspackingandpostage

costs, in the delivery document.

• During loading, if younoticethatadelivery doesnotfit intoatruck, you

have tosplit it intoseveral smaller deliveries.

• You have arranged with some of your customers that they confirm the

receiptofthedelivery. Youonlycreatethebillingdocumentwhenyouhave

received this confirmation.

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

Figure 63: Batches

You canspecify abatchin therelevant detail screen formaterials handled in

batches (whether or not a material is handled in batches is indicated in the

material master record in the “Storage 1” and "“Purchasing” screens). When

deliveringasalesorder,thisbatchiscopiedtotheoutbounddelivery. Youcannot

change it there.

If a batch has not been specified in the sales order, you can enter one in the

“picking overview”screen of theoutbound delivery. Youmustspecifyabatch

before goods are issued.

Youhavetousethebatchsplitfunctionifthedeliveryquantitiesofanitemareto

betakenfromdifferentbatches. Youcancarryoutbatchsplitsasfollows:

• Manuallyinthebatchsplitscreenofthedeliveryitem

• Usingautomaticbatchdeterminationwhencreatingtheoutbounddelivery

(thisfunctionmustfirstbeactivatedinthedeliveryitemcategory)

• Throughmanuallytriggeredbatchdeterminationinthebatchsplitscreen

• In Warehouse Management

SAPcourseSCM595coversbatchmanagementindetail.

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SCM610 Lesson: Special Functions for Processing Deliveries

Figure 64: Serial numbers

You can assign a unique serial number to each material. This allows you

to monitor goods movement for individual materials; for example, when

sellingmaterialstoacustomer. Usingserial numbersyou can also manage the

maintenance of individual materials more easily in the system, if equipment

master records exist for these materials.

To use serial numbers, enter serial number profiles in the master record for

the relevant materials.

Serialnumbersareusuallyspecifiedinthedeliveryitem. However,youcanalso

define them in the order.

Youcanalsohavetheserialnumbersassignedautomaticallybythesystem.

Youmustspecifyallserialnumbersbeforepostinggoodsissue.

Figure 65: Pricing in the Outbound Delivery

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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610

The outbound delivery may contain shipping-related conditions, such as

shippingorfreightcosts(ifyouarenotusingtheTransportationmodule).

You can enter the condition values manually or determine them using the SD

pricing condition technique.

Youcanprinttheconditionsonthedeliverynoteaswellastransfertheminthe

billingdocument,butyoucannottransferthemfromtheprecedingdocumentsto

the outbound delivery.

Toimplementtheconditions,usethestandardCustomizingsettingsfor pricing

(conditiontypedefinition,maintainingthepricingprocedure). Assignthepricing

procedure to the delivery type.

Figure 66: Splitting an Existing Delivery

Youcansplitanexistingdeliveryintoseveralsmallerdeliveries,whichisuseful

if,forexample,thereisnotenoughroominyourtrucktoholdtheentiredelivery.

Todothis, youcancallupalistandselecttheoutbounddeliveryitems, partial

quantitiesofitems,orhandlingunitsthataretobetakenoutofexistingdeliveries.

Whenyousplitadelivery,youcreateoneormorenewdeliveries,called“results”,

and the “remainder”.

Whenyoucallthedeliverysplit, specifyasplitprofiletodeterminethe“type”

of split. The split profiles contain control parameters. They are defined in

Customizing, and assigned to delivery types.

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