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TABLE OF CONTENTS

1.

Overview

2.

Summary

2.1

SAP Business Scenarios

2.2

Transaction codes

2.3

Change Management

3.

Procedures
3.1

3.2

3.3

3.4

Storage Bin Reporting

8
8

3.1.1

List of Empty Bins

3.1.2

Bin Status Report

11

3.1.3

Capacity Used Report

15

3.1.4

Fixed Bin Information List

18

Materials Reporting

21

3.2.1

Stock per Material Report

21

3.2.2

Stock Overview Report

25

3.2.3

WM Stock List

28

3.2.4

Evaluation of Material Movement Frequency

32

3.2.5

Expiration Date Information List

34

Hazardous Material Reporting

38

3.3.1

Fire Department Inventory List

39

3.3.2

Analysis: Correct Storage of Hazardous Materials

41

3.3.3

Warehouse Index according to Accident Regulations

43

WM Documents Reporting

47

3.4.1

Transfer Requirement Overview

48

3.4.2

Evaluation of Movement per Storage Type

52

3.4.3

Transfer Orders Document Overview

55

3.4.4

Transfer Orders Detailed Overview

58

3.4.5

Transfer Orders with Differences

63

3.4.6
3.5

3.6

WM Stocktake Reporting

4.

65
67

3.5.1

Stocktake Differences per Storage Type

67

3.5.2

Statistics for Stocktake Differences

70

3.5.3

Stocktaking Status

73

Stock Comparison (WM vs. IM)


3.6.1

3.7

Evaluation of Material Movement Frequency

Stock Comparison IM/WM

Standard Analyses (Warehouse Info System)

77
77
81

3.7.1

Analysis: Stock Placement/Removals

81

3.7.2

Analysis: Quantity Flow

85

3.7.3

Analysis: Material Stock Placement/Removal

90

3.7.4

Analysis: Material Quantity Flow

93

3.7.5

Analysis: Movement Type

97

Unit Testing

101

4.1

Test Scenario 1: Storage Bin Reporting

101

4.2

Test Scenario 2: Materials Reporting

102

4.3

Test Scenario 3: Hazardous Material Reporting

103

4.4

Test Scenario 4: WM Documents Reporting

103

4.5

Test Scenario 5: WM Stocktake Reporting

104

4.6

Test Scenario 6: Stock Comparison (WM vs. IM)

105

4.7

Test Scenario 7: Standard Analyses

105

1. OVERVIEW
Context
This workbook includes the standard SAP reports available in
the Warehouse Management (MM-WM) module. At this stage, it
is anticipated that the standard reports will meet BUSINESSs
requirements. Note that, these reports will only be available to
PLANT sites implementing the WM functionality.
Background
The SAP WM module provides standard reports for use. Most of
these are accessed via the WM application menu paths, under
> Evaluations > . .
What is covered
The following reporting features in SAP WM module is included:
1.Standard evaluation reports provided within the WM
application
2.Warehouse Info System (sub-set of LIS)
3.Stock Comparison between WM and IM
What is not covered
Reports in Warehouse Management which functionality is
not being used by BUSINESS, for example:
Storage Unit Management reports
Decentralised systems reports

2. SUMMARY
2.1

SAP Business Scenarios

Business Scenario Title


1.Storage Bin Reporting
2.Material Reporting
3.Hazardous Material Reporting
4.WM Documents Reporting
5.WM Stocktake Reporting
6.Stock Comparison (WM vs. IM)
7.Standard Analyses (Warehouse Info
System)
2.2

Transaction codes

Transaction Title

Transaction Code

1. List of Empty Bins


2. Bin Status Report
3. Capacity Used Report
4. Fixed Bin Information List

LX01
LX03
LX04
LX29

1. Stock per Material Report


2. Stock Overview Report
3. WM Stock List
4. Evaluation of Material Movement Frequency
5. Expiration Date Information List

LS24
LS26
LX02
LX14
LX27

1. Fire Department Inventory List


2. Analysis: Correct Storage of Hazardous
Materials
3. Warehouse Index according to Accident
Regulations

LX06
LX07

1. Transfer requirement Overview


2. Evaluation of Movement per Storage Type
3. Transfer Orders Document Overview

LX09
LX10
LX11

LX08

Transaction Title

Transaction Code

4. Transfer Orders Detailed Overview


5. Transfer Orders with Differences
6. Evaluation of Material Movement Frequency

LX12
LX13
LX14

1. Stocktake Difference per Storage Type


2. Statistics for Stocktake Differences
3. Stocktaking Status

LX17
LX18
LX25

1. Stock Comparison IM/WM

LX23

1. Analysis:
2. Analysis:
3. Analysis:
4. Analysis:
5. Analysis:

MCL1
MCL5
MCL9
MCLD
MCLH

Stock Placement/Removals
Quantity Flow
Material Stock Placement/Removal
Material Quantity Flow
Movement Types

2.3

Change Management

When using WM, each warehouse is set up individually. All


plants to implement WM should have appropriate training to
use the system effectively. Plant employees will need to be
familiar with SAP terminology.

3. PROCEDURES
3.1

Storage Bin Reporting

About Storage Bin Reporting


Storage bins are the smallest addressable unit in the
warehouse. It identifies the exact location in the warehouse
where goods are stored or can be stored. Each storage bin is
created for a storage type and belong to a specific storage
section. It contains details like, storage bin type, the capacity (if
used) and other parameters.
The following storage bin reports are available in SAP:
1.List of Empty Bins
2.Bin Status Report
3.Capacity Used Report
4.Fixed Bin Information Report (if fixed bins used)
3.1.1 List of Empty Bins
Why?
To obtain a list of empty storage bins in the warehouse.
Before you start
You may display empty bins for the entire warehouse or
for a range of storage types within the warehouse.
You may want to determine which warehouse or storage
types you want to display empty bins for.
How?
Menu path

Logistics > Logistics Execution > Internal


Whse Processes > Bins and Stock > Display >

List of Empty Storage Bins


Transaction
code

LX01

List of Empty Bins: Selection Screen


Use this screen to specify the selection criteria for the report
you are executing.
Field

Value
(What is done)

Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2

Storage Type

Storage bin

Only
unblocked
bins

Reason
(Why)

The warehouse
number
identifies the
physical
warehouse
structure which
is set up in the
system
Enter the storage
The storage type
type range to limit represents a
your selection if
sub-division of
required
the warehouse
which you are
processing for
Enter the storage
The storage bin
bin range if you
identifies the
want to further
coordinates of
limit your
the storage unit
selection
which goods
are/can be
placed
Mark this
Storage bins can
indicator to
be blocked (see
display only empty WPIC10-15).
bins which are not This indicator is

Field

Value
(What is done)

Reason
(Why)

blocked

Only bins w/o


inventory
count

defaulted as
marked. Remove
if relevant.
Mark this
Storage bins are
indicator to
updated with a
display only empty status when
bins with no
stocktaking has
stocktaking
occurred (see
(inventory) record WPIC10-10)

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
List of Empty Bins: Data Screen
This screen displays the list of empty bins according to the
selection criteria you have specified.
Field

Value
(What is done)

Reason
(Why)

WNo

The warehouse
number where
the empty
storage bins are
located
The storage type
where the empty
storage bins are

The warehouse
number identifies
the physical
warehouse

Ty.

The storage type


identifies the subdivision of the

Field

Sec

Stor.bin

Invent.

Block:

Value
(What is done)

Reason
(Why)

located
The storage
section which the
empty bins
belong to
The empty
storage bin
coordinates are
displayed
Inventory
(stocktake) dates
and parameters
are displayed for
each empty bin if
relevant
The blocking
reasons and
indicator is
displayed for
each empty bin if
relevant

warehouse complex
The storage section
identifies the subdivision of the
storage type
The storage bin
identifies a bin
space in the physical
warehouse
The inventory
(stocktake) data for
the storage bin

Blocking details for


the storage bin

Options
Select List > Print from the menu path if you want to print a
copy of the report.
Select <Back> to go back to the previous screen.
Select <Exit> to exit this report.

3.1.2 Bin Status Report


Why?
To display the occupancy status of a range of storage
types and storage bins in the warehouse.
Before you start
Consider the selection criteria you want to use to execute
the report for.
How?
Menu path

Logistics > Logistics Execution > Internal


Whse Processes > Bins and Stock > Display >
Bin status report

Transaction
code

LX03

Bin Status Report: Initial Screen


Use this screen to specify the selection criteria for the bin
status report.
Field

Value
(What is
done)

Reason
(Why)

Warehouse
number

Enter IN1
for Plant1
and IN2 for
Plant2

Storage Type

Enter the
storage type
range to

The warehouse
number identifies the
physical warehouse
structure which is set
up in the system
The storage type
represents a subdivision of the

Field

Value
(What is
done)

limit your
selection if
required
Enter the
Storage bin
storage bin
range if you
want to
further limit
your
selection
Enter the
Inventory
inventory
method
method if
you want to
limit the
selection
using this
criteria
Only bins with Mark this
indicator if
stock
you only
indicator
want to list
bins with
stock
Enter the
Stock
stock
category
category if
you want to
limit the
display
using this
criteria

Reason
(Why)
warehouse which you
are processing for
The storage bin
identifies the
coordinates of the
storage unit which
goods are/can be
placed
BUSINESS is using
continuous inventory
for stocktaking

Indicator controls
whether storage bins
without stock will be
displayed or not

The category uniquely


identifies the status
(eg. quality, returns,
blocked) of the stock

Field

Value
(What is
done)

Reason
(Why)

Days since
stock
placement

Specify the
number of
days (range)
since a stock
placement
has
occurred

The system will check


for the number of
days the stock has
been placed between
the lower limit and
upper limit of days
specified

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Bin Status Report: Data Screen
This screen displays the bin status report for all the storage
bins which meets the selection criteria you specified. Within the
selected storage type and warehouse, the system displays
whether or not each storage bin is empty or occupied.
If the storage bin is occupied, the system displays the material
and the number of days the material has been in the storage
bin.
Field

Value
(What is done)

Reason
(Why)

Ty.

The storage type


is displayed

The storage type


identifies the subdivision of the
warehouse

Field

Value
(What is done)

Reason
(Why)

Stor.bin

The storage bin is


displayed

Material

The material
which exist in the
storage bin

Plant

The plant where


the quant exist

Batch

The batch
number of the
material is
displayed if batch
managed
Stock category of
the material is
displayed

The storage bin


identifies the bin
space in the
warehouse where
stock can be placed
The material
number identifies a
stock item uniquely
in the system
The plant code
identifies the site
where the material
belongs to
The batch number
identifies a specific
lot of the material

Dur

The stock category


identifies the status
(e.g. quality, blocked,
returned, etc)
Special stock
Special stock
indicator of the
(consignment, sales
quant if relevant
order, etc) is
differentiated using
this indicator
The duration
This shows the
since the material number of days
has been placed
since the material
has been in the
storage bin

Options
To display a storage bin record, position the cursor on a storage
bin in the list and select <Storage bin>. To display a quant in
the storage bin, select <Stock>. You can also select Statistics,
Bin sectioning and Inventory from the Storage Bin display
screen.
To display a quant, position the cursor on a storage bin in the
list and select <Quant>. From the quant display screen, you
can also select <Inventory> or <Additional data> for stock
movement information.
When you have finished, select <Exit> to terminate this
transaction or <Back> to return to the previous screen.
To print the report, select <Print> and specify the print
parameters.
3.1.3 Capacity Used Report
Why?
To report on the current capacity used within the
warehouse.
Before you start
Consider the selection parameters you want to execute
this report for.
How?
Menu path

Logistics > Logistics Execution > Internal


Whse Processes > Bins and Stock > Display >
Capacity Load Utilization

Transaction

LX04

code
Capacity Used per storage type: Selection Screen
Use this screen to specify the selection criteria you want to
execute the report for.
Field

Value
(What is done)

Warehouse
number

Enter IN1 for


The warehouse
Plant1 and IN2 for number identifies
Plant2.
the physical
warehouse structure
which is set up in
the system
Enter the storage
The storage type
type range to limit
represents a subyour selection if
division of the
required
warehouse which
you are processing
for
Enter the storage
The storage bin
bin range if you
identifies the
want to further
coordinates of the
limit your selection storage unit which
goods are/can be
placed
Mark this indicator If this indicator is
to limit selection to set, only unblocked
only unblocked bins bins will be
displayed.
Mark this indicator If this indicator is
if you want the
set, the system
overview page to
displays a summary
appear. Defaults to overview of the
marked, change if
selected storage

Storage Type

Storage bin

Only
unblocked
bins indicator
Print storage
type overview
indicator

Reason
(Why)

Field

Value
(What is done)

Reason
(Why)

necessary

types at the top of


the capacity list

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Warehouse Capacity Used: Overview Screen
This screen displays the storage capacity information for the
storage types selected. You will see a summary overview by
storage type at the top of the page, followed by a detailed
analysis by sections and bin types.
Field

Value
(What is done)

Reason
(Why)

Ty.

The storage type


number is
displayed

Storage type
description

The storage type


represents a sub-division
of the warehouse which
you are processing for
The description of each
storage type is additional
information
Capacity information

The storage type


description is
displayed
The number of
bins occupied in
the storage type
The number of
Capacity information
storage bin
empty in the
storage type

Occupied

Empty

Field

Value
(What is done)

Reason
(Why)

Occupied (%)

The percentage
of storage bins
occupied
The percentage
of capacity used

Capacity information

Capac.used
(%)

Capacity information

Options
To display details about the storage type, select <Storage type
details>.
To display all storage bins in a storage type, position the cursor
on the summary line at the top of the list and select <List of
storage bins>.
To display all storage bins belonging to a specific bin type,
position the cursor on the desired bin type and select <List of
storage bins>.
To display the percentage of bins occupied and the capacity
used in a storage type as a two- or three-dimensional colour
graphic, position the cursor on the desired information line and
select <Graphic>.
To print any of the information in the reports described above,
select <Print>.
3.1.4 Fixed Bin Information List
Why?
To evaluate how fixed bins in the fixed storage types within
the warehouse is occupied.

Before you start


Note that this report only includes fixed bin warehouses.
At least one other selection criterion should be activated.
How?
Menu path

Logistics > Logistics Execution > Internal


Whse Processes > Bins and Stock > Display >
Fixed storage bins

Transaction
code

LX29

Fixed Bin Information List: Selection Screen


Use this screen to specify the selection criteria for this report.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2.

Storage Type

Enter the storage


type range to
limit your
selection if
required
Enter the storage
bin range if you
want to further
limit your
selection

The warehouse
number identifies the
physical warehouse
structure which is set
up in the system
The storage type
represents a subdivision of the
warehouse which you
are processing for
The storage bin
identifies the
coordinates of the
storage unit which
goods are/can be
placed

Storage bin

Field

Value
(What is done)

Reason
(Why)

Selection
criteria for
fixed bin
evaluation

Mark the relevant These additional


selection criteria
selection criteria
if required
further limits the
display list

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Fixed Bin Information List: Overview Screen
This screen displays the list of storage bins which meets the
criteria you have specified on the previous screen. Remember,
only fixed bins will be displayed in this report.
Field

Value
(What is done)

Reason
(Why)

Ty.

The storage type


which the fixed
bins are attached
to
The storage bin
which meets the
criteria you
specified is
displayed

The storage type


identifies a subdivision of the
warehouse complex.
The storage bin is the
smallest unit in the
warehouse where
goods are stored or
can be stored

Stor.bin

Options
Select <Print> to print the report.
Select <Exit> to end this report or <Back> to go back to the
previous screen.
3.2

Materials Reporting

About Materials Reporting


Items are identified in the system using a material master
record. A material number is assigned and this will be used
consistently throughout the system to represent the item. The
existence of a quantity of a material of a particular batch in a
particular storage bin in the warehouse is known as a quant.
The following standard materials reports are available in SAP:
1.Stock per Material report
2.Stock Overview report
3.WM Stock List
4.Evaluation of Material Movement Frequency
5.Expiration Date Information List

3.2.1 Stock per Material Report


Why?
To display stock information per material in a particular
plant.
Before you start
Identify the material number, plant, stock category, etc
which you want to execute this report for.

How?
Menu path

Logistics > Logistics Execution > Internal


Whse Processes > Bins and Stock > Display >
Bin stock per material

Transaction
code

LS24

Stock per Material: Initial Screen


Use this screen to specify the details for the material you want
to display stock information for.
Field

Value
(What is done)

Reason
(Why)

Whse number

Enter IN1 for


Plant1 and
IN2 for Plant2.
Use matchcode
to select, if
required
Enter the
material
number of the
item you want
to display stock
for.
Enter the
appropriate
plant code

The warehouse number


identifies a physical
warehouse structure in
the system

Material

Plant

Stock
category

Defaults to *.
This means all
stock category
will be
displayed. You

The material number


identifies a specific
item in the system

The plant code


identifies a
manufacturing/distrib
ution site in the system
Use the <possible
entries> button to
display all relevant
stock categories

Field

Special stock

Batch

Additional
selection
criteria

Value
(What is done)
can limit the
display to
specific
category if
required
Defaults to *.
This means
that all special
stock will be
displayed. You
can limit the
display to
specific special
stock if required
Enter a batch
number if
required
Enter any
additional
criteria, eg.
storage type,
storage bin, etc
if required

Reason
(Why)

Use the <possible


entries> button to
display relevant special
stock indicators.

The batch number


identifies a particular
lot of a material if
batch managed.
You can use the
additional selection
criteria to further limit
your display

Options
Select <Enter> to move to the next screen
Stock per Material: Overview Screen
This screen displays the stock information for the material you
have selected. On the top, you will see the warehouse, material,
plant and total quantity.

Field

Value
(What is done)

Typ

The storage type


where the stock
exists is displayed
The storage bin
where the stock
exists is displayed

Stor.bin

SC

SS

Total stock

Available

GR date
Batch

For stock
placement

Reason
(Why)

The storage type is


a sub-division of
the warehouse
The storage bin is
the smallest unit in
the warehouse
where goods can be
stored
The stock category The stock category
if relevant is
identifies the status
displayed
of the stock in the
warehouse, eg.
quality, return, etc
The special stock
The special stock
if relevant is
indicates that the
displayed
stock is of a specific
nature (eg.
consignment, etc)
The quantity of
Stock information
total stock in the
storage bin
The quantity of
Stock information
stock available in
the storage bin
The goods receipt Stock information
date of the quant
The batch/lot
Stock information
number relevant
to the material in
the storage bin
The stock awaiting This shows any
placement (ie.
quant that is
transfer order not between

Field

Value
(What is done)

Reason
(Why)

yet confirmed)

For stock
removal

movements, ie. if a
transfer order is
created but not yet
confirmed for
placement.
The stock awaiting This shows any
removal (ie.
quant that is
transfer order not between
yet confirmed)
movements, ie. if a
transfer order is
created but not yet
confirmed for
removal

Options
Select System> List > Print from the menu path to print the
report.
To display a storage bin record, position the cursor on a storage
bin in the list and select <Storage bin>. To display a quant in
the storage bin, select <Stock>. You can also select Statistics,
Bin sectioning and Inventory from the Storage Bin display
screen.
To display a quant, position the cursor on a storage bin in the
list and select <Quant>. From the quant display screen, you
can also select <Inventory> or <Additional data> for stock
movement information.
Select <Exit> to end the report or <Back> to move to the
previous screen.

3.2.2 Stock Overview Report


Why?
To display stock for a specific material, by plant and
storage type.
Before you start
Identify the material number to display stock for.
How?
Menu path

Logistics > Logistics Execution > Internal


Whse Processes > Bins and Stock > Display >
List of Fixed Storage Bins

Transaction
code

LS29

Stock Overview: Initial Screen


Use this screen to specify the material you want to display
stock for.
Field

Value
(What is done)

Reason
(Why)

Whse number

Enter IN1 for


Plant1 and
IN2 for Plant2.
Use matchcode
to select, if
required
Enter the
material
number of the
item you want

The warehouse number


identifies a physical
warehouse structure in
the system

Material

The material number


identifies a specific
item in the system

Field

Plant

Storage Type

Value
(What is done)
to display stock
for.
Enter the
appropriate
plant code
Enter the
storage type if
required

Reason
(Why)

The plant code


identifies a
manufacturing/distrib
ution site in the system
The storage type
identifies a subdivision of the
warehouse complex

Options
Select <Enter> to move to the next screen
Stock Overview: Detailed Screen
This screen displays the stock overview for the material you
have specified on the previous screen.
Field

Value
(What is done)

Reason
(Why)

Typ

The storage type


where the stock
exists is displayed
The appropriate
plant code is
displayed

The storage type is a


sub-division of the
warehouse
The plant code
identifies a
manufacturing/distr
ibution site in the
system
The special stock
indicates that the
stock is of a specific

Plant

The special stock if


relevant is
displayed

Field

Value
(What is done)

The stock category


if relevant is
displayed

Batch

The batch/lot
number relevant to
the material
The quantity of the
material of the
batch in the
storage type
The stock awaiting
placement (ie.
transfer order not
yet confirmed)

Qty

For stock
plcmnt

For stock
remvl

The stock awaiting


removal (ie.
transfer order not
yet confirmed)

Reason
(Why)
nature (eg.
consignment, etc)
The stock category
identifies the status
of the stock in the
warehouse, eg.
quality, return, etc
Stock information

Stock information

This shows any


quant that is
between movements,
ie. if a transfer order
is created but not yet
confirmed for
placement.
This shows any
quant that is
between movements,
ie. if a transfer order
is created but not yet
confirmed for
removal

Options
Select <Another material> to execute this display for another
item.

To display the storage bins where the material is , place the


cursor on the item and select <Bin stock>.
<Units of measure> allows you to display any alternate unit of
measures relevant to this material.
If a display line is relevant to special stock, choose <Special
stock> to obtain additional details regarding the special stock
quant.
Select System > List > Print from the menu path to print the
report.
3.2.3 WM Stock List
Why?
To generate a list of materials in the warehouse for a range
of storage types and storage bins.
Before you start
None.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Stock > For All
Materials

Transaction
code

LX02

WM Stock Sorted by Different Criteria: Selection Screen


Use this screen to specify the selection criteria for the stock list
is WM.

Field

Value
(What is done)

Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2. Use
matchcode to
select, if required
Enter the storage
type range if
required

Storage type

Storage bin

Plant

Goods receipt
date

Stock
category

Sort indicator

Reason
(Why)

The warehouse
number identifies a
physical warehouse
structure in the
system
The storage type
identifies a subdivision of the
warehouse complex
Enter the storage The storage bin
bin range if
identifies the smallest
required
address in the
warehouse where
goods can be stored
Enter a plant
The plant code
range if you want identifies a
to limit the
manufacturing/distri
selection by plant bution site in the
system
Enter a goods
Each quant in WM
receipt date range tracks the goods
to limit your
receipt number.
selection by this
field
Enter the stock
The stock category
category if you
identifies whether the
want to limit the
stock is under quality
selection to this
inspection, blocked,
criteria
returns or
unrestricted
Change the sort
Defaults to 1, ie.
indicator if
according to
necessary
warehouse, plant and
material

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
WM Stock Sorted by Different Criteria: Details Screen
This screen displays a list of stock items according to the
selection criteria you specified on the previous screen.
Field

Value
(What is done)

Reason
(Why)

WhN

The warehouse
number you
selected is
displayed

Material

The material
number of the
stock item is
displayed
The plant which
the stock item
belongs to is
displayed

The warehouse
number identifies a
physical warehouse
structure in the
system
Each stock item is
represented in the
system via a material
number
The plant code
identifies a
manufacturing/distri
bution site in the
system
Stock information

Plnt

Batch

The stock
category of the
stock
The batch (lot
number) of the
stock is displayed

Stock information

Field

Value
(What is done)

If the item is a
special stock (eg.
consignment,
sales order, etc),
the data is
displayed
Material Name The material
description
The storage type
Ty.
which the stock is
stored
The storage bin
Stor.bin
which the stock is
located
The total available
Available
quantity of this
stock
stock
The unit of
UM
measure which
the quantity is
displayed in
The goods receipt
GR date
date of the item
Special stock

Reason
(Why)
Stock information

Stock information
Stock information

Stock information

Stock information

Stock information

Stock information

Options
To display quant information, place the cursor on the
appropriate line and select <Display Quant>.
To display storage bin information, place the cursor on the
appropriate line and select (Display storage bin>.
Select <Print> to print a copy of this report.

3.2.4 Evaluation of Material Movement Frequency


Why?
To display the movement rate of materials within a storage
type (or in all storage types) in the warehouse for a specific
time period.
Before you start
None
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Transfer Order > Matl
mvmt frequency

Transaction
code

LX14

Evaluation of Material Movements per Storage Type Screen


Use this screen to specify the selection parameters for this
report.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2. Use
matchcode to
select, if required
Enter the
transfer order
number range to
limit the

The warehouse number


identifies a physical
warehouse structure in
the system

Transfer order

The transfer order


number identifies the
goods movement
document within the

Field

Radio button
selection

Transfer order
date

Storage type

Value
(What is done)

Reason
(Why)

selection if
required
Select the
appropriate radio
button for
transfer order to
be selected
Enter the date
range to select
only movements
within that
period
Enter a storage
type if required

warehouse
Choice of Only Open,
Only Confirmed or All
transfer orders

This selection allows


you to consider only
movement frequency
for a particular period
The storage type
identifies a subdivision of the
warehouse complex

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Evaluation of Material Movements per Storage Type: Detail
Screen
This screen displays the number of material movements per
material for each storage type you selected on the previous
screen.

Field

Value
(What is done)

Reason
(Why)

Stor.ty.

The data is
summarised by
each storage type
Each material
with movement in
the storage type
is displayed
The material
description is
displayed
The number of
movement per
material in the
storage type

Movement
information by storage
type
Stock information

Material

Description

No. of
movement

Stock information

Stock movement
frequency information

Options
Select List > Print from the menu path to print the report.
3.2.5 Expiration Date Information List
Why?
To display a list of stock with shelf life expiration dates.
Before you start
Consider the selection parameters for the report.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Stock > SLED control
list

Transaction
code

LX27

Expiration Information List: Selection Screen


Use this screen to specify the selection parameters for the
report.
Field

Value
(What is done)

Warehouse
number

Enter IN1 for


The warehouse
Plant1 and IN2 number identifies a
for Plant2
physical warehouse
structure in the
system
Enter the
You can limit this
material
analysis to certain
number range if material ranges
required
Enter the plant
You can limit this
code range if
analysis to plants
required
linked to the
warehouse
Enter the
You can limit this
storage type
analysis to storage
range if required types within the
warehouse
Enter the
The parameter
number days for Remaining shelf life
remaining shelf determines the upper
life and other
limit in days for the
SLED
materials to be
parameters as
selected. This
necessary
parameter can be
interpreted as the
total remaining shelf

Material

Plant

Stor.Ty.

Selection
criteria for
SLED

Reason
(Why)

Field

Value
(What is done)

Reason
(Why)
life or the remaining
shelf life in the
warehouse. If you
mark the field
Storage bin and
storage unit
highlighted, a
detailed list will
appear.

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Overview of Materials with Critical Shelf Life Expiration
Date Screen
This screen displays a list of shelf life expiration date
information according to your selection parameters on the
previous screen by material. For each material subject to shelf
life expiration date (SLED), the following details are displayed.
Field

Value
(What is done)

Reason
(Why)

Remaining
shelf life
(Total or
warehouse)

Depending on the
selection, either
the remaining
shelf life total
(days) or the

If the remaining
days is in negative
the system
highlights it in red.

Field

SLED

Ty

Name
Stor.bin

No units

Value
(What is done)

Reason
(Why)

remaining shelf
life warehouse
(days) is displayed
The shelf life
If the SLED is in
expiration date
the past, the system
highlights it in red.
The storage type
Stock information
the material
expiring is located
The storage type
Stock information
name is displayed
The storage bin is Stock information
displayed (if the
indicator is set on
the selection
screen)
The stock
Stock information
category is
displayed if
relevant
Special stock
Stock information
indicator is
displayed if
relevant
The stock
Stock information.
quantity for the
The system also
line item
totals the number of
units by material.

Options
Select <Print> to print the report.

3.3

Hazardous Material Reporting

About Hazardous Material Reporting


In the SAP system, a separate hazardous material master
record can be created in the WM system to represent hazardous
material types that are deemed hazardous.
The hazardous material master is then linked to the material
master record by specifying the hazardous material number on
the Storage or Warehouse View.
When a material master record is linked to a hazardous
material record and the hazardous material storage checks
have been activated, characteristics defined in the hazardous
material record are then taken into consideration for storage
type and storage section search. Several material masters can
be linked to the same hazardous material (with same properties
and characteristics).
The hazardous material functionality is used purely to facilitate
the storage type and storage section search. Note: Dangerous
goods may not be the same as a hazardous material. The
hazardous material master does not sufficiently cater for
dangerous goods (DG) information. Therefore, DG information
will be tracked using the Classification functionality for
material.
Where the hazardous material master is set up in WM, the
following standard reports are available:
1.Fire Department Inventory List
2.Analysis: Correct Storage of Hazardous Materials
3.Warehouse Index according to Accident Regulations

3.3.1 Fire Department Inventory List


Why?
To obtain an inventory list for the fire department which
includes information on storage class, water pollution
class (WPC), etc.
Before you start
Consider the selection parameters required for this report.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Stock > Hazardous
Material > Fire dept inv. list

Transaction
code

LX06

Fore department inventory list : Selection Screen


Use this screen to specify the selection parameters for the
report.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter IN1 for


Plant1 and
IN2 for Plant2.
Use matchcode
to select, if
required
Enter the
storage type
range if

The warehouse
number identifies a
physical warehouse
structure in the
system

Storage type

You can limit this


analysis to storage
types within the

Field

Fire
containment
sections

Value
(What is done)

Reason
(Why)

required
Enter the fire
containment
section range if
relevant

warehouse
A storage bin can be
assigned to a firecontainment section
indicator. You can
then provide this
report by firecontainment sections.
List selection option

List by storage Mark this


type indicator indicator if you
want the report
to be listed
according to
storage type as
well as firecontainment
sections
Unit of weight You can specify
a unit of weight
for the report if
required
Mark this
With decimal
indicator if you
places
want the
indicator
decimal places
to be displayed
as well

Additional selection
option

This is to facilitate
extremely hazardous
items in small
quantities in the
warehouse

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.

Select <Execute> to continue.


Fire Department Inventory List: Data Screen
This screen displays the fire department inventory list
including information on storage class, water pollution class
and amount of water pollutants for the hazardous material in
the warehouse.
Options
Select List > Print from the menu path to print the report.
3.3.2 Analysis: Correct Storage of Hazardous Materials
Why?
To obtain a report to check if hazardous materials are stored
correctly. It identifies the errors in the following situations:
when hazardous materials are stored in storage types
managed specifically for non-hazardous materials
when a material cannot be stored in a desired storage type
based on the water pollution class
when a material cannot be stored in a desired storage type
based on the storage class
when a material with a specific water pollution or storage
class cannot be stored in the corresponding storage section
based on the storage section search defined
when a material with a specified storage section indicator
cannot be stored in the desired storage type based on the
storage type search defined
Before you start
None

How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Stock > Hazardous
Material > Check Goods storage

Transaction
code

LX07

Analysis: Correct Storage of Hazardous Material: Selection


Screen
Use this screen to specify the selection criteria for this report.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2. Use
matchcode to
select, if required
Enter the storage
type range if
required

The warehouse
number identifies a
physical warehouse
structure in the
system
You can limit this
analysis to storage
types within the
warehouse
You can limit this
analysis to storage
bins within the
warehouse

Storage type

Storage bin

Enter the storage


bin range if
required

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.

Analysis: Correct Storage of Hazardous Material: Detail


Screen
This screen displays a log of the storage types checked and the
ones with errors found by material.
Field

Value
(What is done)

Reason
(Why)

Ty.

The storage type


which the
hazardous item is
found
The
corresponding
storage type
name
Number of bins
checked for this
analysis
Number of bins
with items
correctly placed
Number of bins
with items
incorrectly placed

Stock location

Storage type
name
Checked bins

correct

incorrect

Stock location
information

Stock check
information
Stock check
information
Stock check
information

Options
Select List > Print from the menu path to print the report.

3.3.3 Warehouse Index according to Accident Regulations


Why?
Note: This is a standard SAP report which allows
hazardous substance for hazardous goods to be reported
accordingly.
Before you start
Hazardous material master has been set up (with
hazardous substance warning codes, etc) and assigned to
material master accordingly.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Stock > Hazardous
Material > Haz.substance list

Transaction
code

LX08

Warehouse Index according to Accident Regulations:


Selection Screen
Use this screen to specify the selection parameters for this
report.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2

Storage type

Enter the storage

The warehouse
number identifies a
physical warehouse
structure in the
system
You can limit this

Field

Value
(What is done)

Reason
(Why)

type range if
required

analysis to storage
types within the
warehouse
You can limit this
analysis to storage
bins within the
warehouse
A storage bin can be
assigned to a firecontainment section
indicator. You can
then provide this
report by firecontainment
sections.

Storage bin

Enter the storage


bin range if
required

Firecontainment
section

Enter the fire


containment
section range if
relevant

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Warehouse Index according to Accident Regulations: Detail
Screen
This report a warehouse index based on the effect of firefighting measures in terms of the danger posed by hazardous
materials in the warehouse.
This report lists the goods by the concentration, hazardous
material warnings, aggregate state and quantities. For this
report, materials are only selected from storage types that are

defined as storage types for hazardous materials in the WM


system.
Field

Value
(What is done)

Reason
(Why)

Material

The material
number by which
the item is known
as in the system
The material
short description
is displayed
The storage class
this material is
subject to
The water
pollution class
(WPC) that this
material is
subject to
Any hazardous
warning text
which
accompanies this
material
The quantity (and
unit of measure)
of this item in the
warehouse
Any hazardous
substance
number
contained in this
material
The
corresponding

Stock information

Short text

Class

Disall.fireext.agents

Quantity

Haz.no.

Conc.

Stock information

Hazardous material
information
Hazardous material
information

Hazardous material
information

Stock information

Hazardous material
information

Hazardous material
information

Field

Value
(What is done)

concentrate for
the hazardous
substance
Haz.mat.warni Any additional
warning text
ngs
relevant
The aggregate
Aggregate
state which this
state
item is at (eg.
fluid, gas, solid)

Reason
(Why)

Hazardous material
information
Hazardous material
information

Options
Select List > Print from the menu path to print the report.

3.4

WM Documents Reporting

About WM Documents Reporting


The following documents are relevant in the WM system in SAP:
transfer requirements
transfer orders
posting change notices
Transfer requirements are goods movement requests that are
mainly automatically created by transactions in other SAP
modules.
For example, when a goods receipt document is posted in
Inventory Management, a corresponding transfer requirement
detailing the material, quantity and movement parameters is
created.
Similarly, when a delivery in Sales and Distribution (SD) is
created, a corresponding transfer requirement is created
automatically for picking. All this will happen provided the
plant and storage location is activated for WM processing.
A posting change notice on the hand; is used to show a change
in information about the stock itself. A posting change generally
refers to a book-keeping change (for example, the change in
stock category or special stock information).
Usually, the goods itself remain in the same physical location.
Posting changes are also raised automatically in the
background triggered by a transaction, primarily in Inventory
Management.
Both transfer requirements and posting changes are then
converted to a transfer order, which is a document used to

support every movement in the warehouse. It contains all the


important movement data, such as the material, quantity,
storage bins involved, etc.
In some cases, transfer orders can be set to be generated
automatically from posting changes and transfer requirements.
The following standard SAP WM document reports are
available:
1.Transfer requirement overview
2.Evaluation of movement per storage type
3.Transfer order document overview
4.Transfer order detailed overview
5.Transfer order with differences
6.Evaluation of material movement frequency
3.4.1 Transfer Requirement Overview
Why?
To obtain an overview of all transfer requirements raised
for a particular warehouse.
Before you start
Consider the selection criteria required for the report.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Transf.Requirement >
Document overview

Transaction
code

LX09

Transfer Requirement Overview: Selection Screen


Use this screen to specify the selection parameters for this
report.
Field

Value
(What is done)

The warehouse
number identifies a
physical warehouse
structure in the
system
Enter the transfer Each transfer
TR number
requirement
requirement in the
number range if
system is assigned
known
a unique document
number
Parameters for Select from open, Transfer
partially
requirements are
TR selection
completed and
considered
completed transfer complete when a
requirements
transfer order
exists for all its line
items
Transfer type Enter the transfer Standard transfer
type (or range) if
types set in the
you want to limit
system are
by this criteria
removal,
placement, posting
change or
warehouse
supervisor.
Note that this is
WM movement Enter the
movement type (or the WM movement
type
range) to limit by
which is not the
this criteria
same as the
Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2

Reason
(Why)

Field

Transfer
requirement
date
Transfer
priority

Value
(What is done)

Enter the date


range to further
limit your
selection
Enter a priority to
which the transfer
requirements are
to be processed, if
required

Reason
(Why)
movement type
used in Inventory
Management
(although in most
cases, the same
numbers are used)
It is useful to limit
the list to, say,
current month.
The smaller the
number the higher
the priority

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Transfer Requirements with processed quantities as
percentages: Details Screen
This screen displays a list of transfer requirements (according
to your selection) with amounts as percentages.
Field

Value
(What is done)

Reason
(Why)

WNo

The warehouse

TR information

Field

TR number
MTy
I
T
Typ

Stor.bin

Mat.doc.

Requirement

TR date

Item

Material

Value
(What is done)

Reason
(Why)

number for which


the TR is raised
The TR

TR information

The movement type


in this TR
The priority if
relevant (not used)
The transfer type
indicator
The interim storage
type which the TR
refers to
The storage bin
(usually an interim
bin, or dynamic
bin)
The material
document which
this TR is
generated for
The requirement
number relating to
this TR, eg. PO
number
The date the
transfer
requirement is
created
The sequence
number within the
transfer
requirement
The material

TR information
TR information
TR information
TR information

TR information

TR information

TR information

TR information

Stock information

Stock information

Field

Plant

Batch

Special stock

TR qty

TO qty

% proc

Comp.

Value
(What is done)

Reason
(Why)

number relevant to
the item being
moved
The plant code
Stock information
which the stock
movement applies
Batch required for Stock information. If
this TR movement blank, this means
the batch will be
determined in WM
Stock category
Stock information
relevant to this
item
Special stock
Stock information
details if relevant
to this item
Transfer
TR information
requirement
quantity for this
item
Transfer order
TO information
quantity processed
for this item
Indicates
TR information
percentage
completion of the
TR
Indicates if TR is
TR information
completed

Options
To drill down to the TR details, place the cursor on a TR line
and select <Display TR>.

Select <Print> to print the report.


3.4.2 Evaluation of Movement per Storage Type
Why?
To obtain a list of stock placement and removal numbers
for a storage type (or all storage types) in the warehouse.
Before you start
None
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Transfer Order >
Movement/stor.type

Transaction
code

LX10

Evaluation of Movements per Storage Type: Selection


Screen
Use this screen to specify the selection criteria for this report.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter IN1 for


Plant1 and
IN2 for Plant2.
Use matchcode
to select, if
required
Enter the

The warehouse number


identifies a physical
warehouse structure in
the system

Transfer order

Each transfer order in

Field

TO selection
radio buttons

Transfer order
date

Plant

Stor.Ty

Value
(What is done)

Reason
(Why)

transfer order
number range if
known
Select from
only open,
only
confirmed or
all transfer
orders
Enter a date
range to limit
your selection
to transfer
orders created
only for a
certain period
Enter the plant
code to select
TO for this
plant only
Enter the
storage type
range to limit
by this criteria

the system is assigned


a unique document
number
Defaults to all,
change accordingly

Especially when
selecting all above,
you should try and use
this field to limit by
date

The plant code


identifies a site owned
by BUSINESS
The storage type
identifies a subdivision of the
warehouse complex

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.

Evaluations of Movements per storage types: Details


Screen
This screen displays a summary of movements between
movements, sorted by:
source and destination
destination and source
returns and source
followed by a totals summary at the end.
Field

Value
(What is done)

The time period


which the TO are
posted is
displayed
The TO number
TO numbers
ranges for the
documents
analysed
Source storage The source
storage type for
type
the analysis
The destination
Dest. Storage
storage type for
type
the analysis
Return storage The return
storage bins for
bins
the analysis
The number of
Movements
movements for
each
combination of
storage types
Time period

Reason
(Why)
TO information

TO information

TO information

TO information

TO information

TO information

Options
Select List > Print from the menu path to print the report.
3.4.3 Transfer Orders Document Overview
Why?
To obtain a summary overview of transfer orders
according to specific selection criteria.
Before you start
Consider what selection criteria required.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Transfer Order >
Document Overview

Transaction
code

LX11

Transfer Orders: Selection Screen


Use this screen to specify the selection criteria for this report.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2

Transfer order

Enter the

The warehouse
number identifies a
physical warehouse
structure in the
system
Each transfer order in

Field

Value
(What is done)

transfer order
number range if
known
Mark this
Only open
transfer orders indicator if you
only want to view
indicator
open TO
Transfer order Enter a date
range to limit
date
your selection to
transfer orders
created only for a
certain period
Enter the user
Name of
ID of the person
processor
generating the
document
Enter a
Requirement
requirement type
type
if required (use
matchcode)

Requirement
number

Enter a
requirement
number to
further select by
requirement
(origin)

Reason
(Why)
the system is assigned
a unique document
number
Transfer orders are
open, ie. not yet
confirmed
Use this field to limit
selection by period

Use this field to limit


selection by processor

The requirement type


is a reference to the
origin
document/object
which the transfer
order is linked
The requirement
number varies
depending on the
requirement type, eg.
a purchase order
number

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose

the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Transfer Orders: List Screen
This screen displays a list of transfer order which meets the
selection criteria on the previous screen.
Field

Value
(What is done)

Reason
(Why)

TO number

The transfer
order number is
displayed
The
corresponding
transfer order
date
Indicates
whether all
items within
that transfer
order is
confirmed
The
confirmation
date of the TO
Indicates that
the TO has been
printed for all its
items
The requirement
type and
number, if
relevant

TO information

TO date

Confirmation
date
Prn

Requirement

TO information

TO information

TO information

TO information

TO information

Field

Value
(What is done)

Reason
(Why)

Mat.docum.

The material
document
relevant to the
transfer order

created by

The user ID of
the person who
generated the
transfer order

The material
document number
which the transfer
order is generated
from
TO information

Options
To display the transfer order, either double click on the TO line
or select <Display TO>.
Select <Print> to print the report.
3.4.4 Transfer Orders Detailed Overview
Why?
To obtain a detailed listing of transfer orders according to
certain selection criteria.
Before you start
Consider the selection criteria you need to execute this
report for.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Transfer Order >
Detailed Overview

Transaction

LX12

code
Transfer Order: Detailed View: Selection Screen
Use this screen to specify the selection criteria for this report.
Field

Value
(What is done)

The warehouse
number identifies a
physical warehouse
structure in the
system
Transfer order Enter the transfer Each transfer order
order number
in the system is
range if known
assigned a unique
document number
Select either only Transfer orders are
TO selection
open, only
open if not yet
radio button
confirmed or all confirmed, once
transfer orders to confirmed considered
be displayed
completed
Transfer order Enter a date range The transfer order
to limit the
date can be used to
date
transfer orders
limit the list further
selected by period
Enter an inventory To limit the transfer
Inventory
method indicator
order selection to
if relevant
inventory method (by
storage type)
Note: The WM
WM movement Enter a WM
movement type (or movement type is not
type
range) to limit
the same as the IM
selection
movement type
Note: The WM
IM movement Enter the IM
movement type to movement type is not
type
Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2

Reason
(Why)

Field

Value
(What is done)

Reason
(Why)

limit selection

the same as the IM


movement type
The storage type
which is the source
for the goods
movement
The storage type
which is the
destination for the
goods movement

Source storage Enter a source


storage type to
type
select by this
criteria
Enter a
Destination
destination
storage type
storage type to
select by this
criteria
Return storage Enter a return
storage type to
type
select by this
criteria
Enter the material
Material
number (or range)
to select only
transfer orders for
these items
Enter the batch
Batch
number (or range)
if required
Enter the stock
Stock
category if
category
required

The storage type


which is the return
area for the goods
movement
The material number
uniquely defines an
item in the system

The batch number


identifies a specific
lot of the item stored
The stock category
identifies the status
of the item (eg.
unrestricted, quality
inspection or
blocked)

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose

the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Transfer Orders: Detailed View Screen
This screen displays in detail the transfer order information
according to the selection criteria from the previous screen.
Field

Value
(What is done)

Reason
(Why)

TO number

The transfer order


number
The warehouse
number which the
TO is raised for

Each TO is identified
via this number
The warehouse
number identifies a
complex warehouse
structure in the
system
TO header information

WhN

IMM

WMM
TO date
TR number

Post change

Indicates whether
all items in the TO
has been
confirmed
The Inventory
Management
movement type
WM movement
type for the TO
The TO date
posted
The transfer
requirement which
the TO is
generated from if
relevant
The posting
change which the

TO header information

TO header information
TO header information
TO header information

TO header information

Field

Matl doc

Sales doc

Requirement

User name

Item
Material

Plant

Batch

Special stock

Value
(What is done)
TO is generated
from if relevant
The material
document which
the TO relates to
The sales
document which
the TO relates to
The requirement
data for the TO
(eg. PO number)
The user name
who generated the
TO
The item sequence
number in the TO
The item number
which identifies
the material item
The plant which
the item belongs
to
The batch number
of the item if
relevant
The stock category
(eg. unrestricted,
quality, blocked or
returns)
Indicates whether
the TO line item is
subject to special
stock

Reason
(Why)

TO header information

TO header information

TO header information

TO header information

TO information
TO information

TO information

TO information

TO information

TO information

Field

Value
(What is done)

Reason
(Why)

The TO line type


(denotes whether
S - source, D destination or R return)
The storage type
relevant to the TO
line type
The storage bin of
the TO line
The target
quantity for the
TO item
The actual
quantity in the TO
item
Indicates whether
the transfer order
item is confirmed
or not

TO information

Typ

Storage bin
Target
quantity
Actual
quantity
C

TO information

TO information

TO information

Confirmation status of
the TO

Options
Select List > Print from the menu path to print the report.
3.4.5 Transfer Orders with Differences
Why?
To obtain a summary of differences when confirming
transfer orders.

Before you start


Consider what selection criteria to execute the report for.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Transfer Order >
Differences Analysis

Transaction
code

LX13

Transfer Orders with Differences: Selection Screen


Use this screen to specify the selection criteria for this report.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2

Transfer order

The warehouse
number identifies a
physical warehouse
structure in the
system
Each transfer order in
the system is
assigned a unique
document number
Transfer orders are
open if not yet
confirmed, once
confirmed considered
completed

Enter the
transfer order
number range if
known
Select either
only open,
only confirmed
or all transfer
orders to be
displayed
Enter a date
The transfer order
range to limit the date can be used to

TO selection
radio buttons

Transfer order
date

Field

Storage type

Value
(What is done)

Reason
(Why)

transfer orders
selected by
period
Enter a storage
type (or range) to
limit your
selection

limit the list further

The storage type is a


sub-division of the
warehouse structure

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Transfer Orders with Differences: Data Screen
This screen displays the number of movement with differences
by storage type and transfer type.
Field

Value
(What is done)

Reason
(Why)

Stor. Ty.

The storage type


which stock
placement from
or stock removed
to (in relation to
the storage type
in the header)
The number of
TO items for
movement for the

Difference information

Number

Difference information

Field

Value
(What is done)
storage type
The number and
percentage of
items with
differences
A further
breakdown of
differences is
displayed

Perc.of items

Difference
details

Reason
(Why)
Difference information

Difference information

Options
Select List > Print from the menu path to print the report.
3.4.6 Evaluation of Material Movement Frequency
Why?
To display the movement rate of materials within a storage
type (or in all storage types) in the warehouse for a specific
time period.
Before you start
None
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Transfer Order > Matl
mvmt frequency

Transaction
code

LX14

This report is identical to the one described in 3.2.4.

3.5

WM Stocktake Reporting

About WM Stocktake Reporting


The following reports are available for stocktaking information:
1.Stocktake difference per storage type
2.Statistics for stocktake differences
3.Stocktaking status
3.5.1 Stocktake Differences per Storage Type
Why?
To obtain a list of differences as a result of a current
stocktake exercise. This report can aid in determining
whether a recount is necessary. On the other hand, you
may also obtain a list of uncounted bins.
Before you start
Where displaying differences, the stocktake must have
been performed and count results entered but not yet
cleared.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Physical Inventory >
With Bin Inventory Management > Different
List of Open Inventory Documents

Transaction
code

LX17

Difference list per storage type: Selection Screen


Use this screen to specify the selection criteria for this report.
Field

Value
(What is
done)

Reason
(Why)

Warehouse
number

Enter IN1 for


Plant1 and
IN2 for
Plant2

Storage type

Enter the
storage type

The warehouse number


identifies the physical
warehouse structure
which is set up in the
system
The storage type
represents a sub-division
of the warehouse which
you are processing for
The storage bin identifies
the coordinates of the
storage unit which goods
are/can be placed

Enter the
storage bin
range if you
want to
further limit
your selection
Deviation in % Enter a
percentage
deviation cutoff which you
want to
display
stocktake
differences for
Mark this
List of
indicator to
uncounted
display bins
bins
not yet
counted
Output format Select an
Storage bin

The differences for


stocktake is translated to
a % value and you may
elect to display only the
ones exceeding a certain
%. Leave blank to display
all differences
You will get a list of bins
not yet counted for the
respective inventory
procedure
Choice of normal output,

Field

Value
(What is
done)

Reason
(Why)

output format
which the
report is to be
displayed

wide format or double


line format

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Differences list per storage type: Detail Screen
This screen displays a list of stocktake records by storage bin as
per selection criteria on the previous screen.
Field

Value
(What is done)

Reason
(Why)

Inv.rec.

The inventory
record
(stocktake
procedure
number) which
this difference
refers to
The storage
bins included in
the stocktake
count
The material

Each stocktake exercise


is assigned an
inventory record
number

Stor.bin

Material

In WM, stocktake is
carried out a the
storage bin level
Each item is uniquely

Field

Plant

Batch

Difference

Comment/Re
marks
Book qty (if
wide or double
line format)
Cntd qty (if
double line
format)

Value
(What is done)

Reason
(Why)

expected to be
found in the bin
The plant which
the material
belongs to

identified by a material
number in the system
The plant code
identifies a site where
materials can be
stored/manufactured
The batch number
identifies a unique lot
of the item
The stock category
determined the status
(eg. unrestricted,
quality inspection,
returns or blocked)
The special stock
indicator identifies the
item if it is a
consignment, sales
order, etc. stock
The difference of the
count result compared
to the book quantity
For example, material
lost indicates that zero
stock was found
This is the quantity the
system thinks is in
each bin

The batch
number of the
item if relevant
The stock
category as
tracked by the
system
The special
stock
information
relating to this
item if relevant
The difference
in percentage
A general
comment on
the difference
The book
quantity as
tracked by the
system
The counted
quantity as per
stocktake

The physical quantity


as per counted during
the stocktake

Options
Select List > Print from the menu path to print the report.
3.5.2 Statistics for Stocktake Differences
Why?
To obtain a report which displays a list of inventory
statistics based on selection parameters.
Before you start
None
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Physical Inventory >
With Bin Inventory Management > Diff
statistics per Storage Type

Transaction
code

LX18

Statistics for Inventory Differences: Selection Screen


Use this screen to specify the selection criteria for this report.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter IN1 for


The warehouse number
Plant1 and IN2 identifies the physical
for Plant2.
warehouse structure
which is set up in the
system

Field

Value
(What is done)

Reason
(Why)

Storage Type

Enter the
storage type
range if
required

Storage bin

Enter the
storage bin
range if you
want to further
limit your
selection

The storage type


represents a subdivision of the
warehouse which you
are processing for
The storage bin
identifies the
coordinates of the
storage unit which goods
are/can be placed

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Statistics for Inventory Differences: Detail Screen
This screen displays a list of storage type (as selected) and a
summary of inventory differences.
Field

Value
(What is done)

Reason
(Why)

Stor.ty.

The storage type


number and name

The storage type


identifies a subdivision of the
warehouse
structure. For
continuous

Field

Invent. Closed

with Diff

not counted

counted

w/o invent.

Value
(What is done)

The number of
storage bins in the
storage type which
stocktake has been
carried out
The number of
storage bins with
differences
The number of
storage bins not
counted in the
storage type
The number of
storage bins
counted
The number of
storage bins
without inventory

Reason
(Why)
inventory, stocktake
is usually carried
out by ranges of
storage bins within
storage types
Stocktake statistics

Stocktake statistics

Stocktake statistics

Stocktake statistics

Stocktake statistics

Options
Select List > Print from the menu path to print the report.
3.5.3 Stocktaking Status
Why?
To obtain a list of stocktake status by storage type and
storage bins.

Before you start


Consider the selection criteria for this report.
How?
Menu path

Logistics > Logistics Execution > Information


System > Warehouse > Physical Inventory >
With Bin Inventory Management > Inventory
status

Transaction
code

LX25

Inventory Status: Selection Screen


Use this screen to specify the selection criteria for this report.
Field

Value
(What is done)

Warehouse
number

Enter IN1 for


Plant1 and IN2
for Plant2

Storage type

Storage bin

Reason
(Why)

The warehouse
number identifies the
physical warehouse
structure which is set
up in the system
Enter the storage The storage type
type range if
represents a subrequired
division of the
warehouse which you
are processing for
Enter the storage The storage bin
bin range if you
identifies the
want to further
coordinates of the
limit your
storage unit which
selection
goods are/can be
placed

Field

Value
(What is done)

Reason
(Why)

Inventory
time period

Enter a date
range to limit the
selection to a
specific period
Mark this
indicator if you
want the storage
bins details to be
displayed as well

Selection option

Complete list

If this indicator is not


marked, only a
summary by storage
type is displayed. You
can then drill down to
the storage bins

Options
Select <Dynamic selections> for more selection criteria, if
required. A list of additional selection fields will appear. Choose
the relevant criteria and specify the values. Save your dynamic
selection criteria and go back to the main selection screen.
Select <Execute> to continue.
Inventory Status: Detail Screen
This screen displays an inventory status list by storage type
(and by storage bin, if complete list).
Field

Value
(What is done)

Reason
(Why)

Summary

Category of
inventory status

Tracking of total
number of bins,
inventory active,
inventory not
including for period
selection, inventory
pre-planned or no

Field

Total

Partial

(where
complete list
selected)
Stor.bin

Sect

No. of quants

InvID

Invdate
InvDocum

InvB

Value
(What is done)
The number of
storage bins in
each category
The percentage
of bins per
category

The storage bin


list by storage
type
The storage
section the
storage bin
belongs to
Number of
quants present
in the storage
bin
The inventory
method used for
the storage bin
The inventory
(stocktake) date
The inventory
(Stocktake)
document
number
The item
number in the
inventory

Reason
(Why)
inventory carried out
Stocktake summary
information
Stocktake summary
information

Stocktake is carried
out at the bin level
Storage bin
information

Stock information

Stocktake information

Stocktake information
Stocktake information

Stocktake information

Field

Comments

Value
(What is done)
document
Comments/
remarks

Reason
(Why)
Stocktake information
(eg. pre-planned,
active, etc)

Options
If you did not select Complete list, you can place your cursor
on the summary lines and select <List of storage bins>. On the
storage bin screen, you may sort the list accordingly or drill
down to the storage bin level.
Select <Print> to print the report.

3.6

Stock Comparison (WM vs. IM)

About Stock Comparison between WM and IM


For each Inventory Management document posted for a plant
and storage location with WM active, a corresponding goods
movement should be triggered in WM.
Sometimes, the stock in IM may not correspond to the WM
stock. This may happen if the link is broken, eg. Someone
intentionally deletes a transfer requirement before the transfer
order is generated.
The stock comparison function compares stock in the
Warehouse Management system with stock in the Inventory
Management system and searches for differences. To clear
differences, you can create a batch input file.
3.6.1 Stock Comparison IM/WM
Why?
To compare if there are any discrepancies between IM and
WM and to take action to resolve.
Before you start
Consider whether batch input file should be created.
How?
Menu path

Logistics > Logistics Execution > Internal


Whse Processes > Bins and Stock > Physical
Inventory > In Warehouse Management >
Stock comparison

Transaction
code

LX23

Stock Comparison IM/WM: Selection Screen


Use this screen to specify the selection criteria for this
comparison.
Field

Value
(What is done)

Reason
(Why)

Plant

Enter the plant


together with the
storage location or
warehouse you wish
to run this
comparison for
Enter the storage
location and a plant
or specify the
warehouse
Enter the
warehouse with a
plant combination
or enter a
warehouse only
If you select this
option, the system
lists the stock
quantities at the
bin level for the
Warehouse
Management
system.
With this option
you select all stock
records for a

Selection option

Storage
location
Warehouse
number

With bin
inventory
indicator

All material
data indicator

Selection option

Selection option

Selection option

These records also


include the material
number, batch, special

Field

Create batch
input file
indicator

Value
(What is done)

Reason
(Why)

material for which a stock indicator and


difference is found. supplier combinations
that have no
differences and whose
stock quantity is
greater than zero.
If you select this
To maintain
output option, the
consistency for data
system generates a evaluation, this will
batch input file.
only work if the
This batch input
program successfully
session adapts the
blocks the respective
stock figures in the warehouse number for
Inventory
all materials. It is
Management
therefore not possible
system to those in
to make any postings
the Warehouse
affecting stock for the
Management
duration of the
system.
program.

Options
Select <Execute> to move to the next screen
Stock Comparison IM/WM: Detail Screen
This screen displays
Field

Value
(What is done)

Reason
(Why)

Plnt

The plant code


which the material
item belongs to

Stock information

Field

Value
(What is done)

Reason
(Why)

SLoc

The storage
location of the
plant which the
quantities refer to
The warehouse
structure which
the materials are
kept
The material
number which
identifies the item
uniquely in the
system
The batch number
identifies as
specific lot of the
material
Any special stock
details if relevant
for this item
The stock category
of the item is
displayed (eg.
unrestricted,
quality inspection,
blocked, etc)
The interim storage
bin which the
stock is in WM
The unit of
measure for the
material
The stock quantity
as per IM

Stock information

Whse

Material no.

Batch

S Spec.st.no.

Stock cat.

Ty. Bin

UM

Invent. Mgmt

Stock information

Stock information

Stock information

Stock information

Stock information

Stock information

Stock information

Stock information

Field

Value
(What is done)

Reason
(Why)

Warehouse
Mgmt
Quant amt

The quant amount


in WM

Stock information

Diff. quantity

The difference in
quantity
comparing the IM
and WM column

Stock difference
information

Options
If a batch input session is to be generated, the list contains a
note at the end as to whether or not a session has been
generated and a list of any materials which could not be cleared
because of negative stock figures or because they belong to
return stock. You then need to process the batch input session
via System > Services > Batch input > Edit.
Select <Print> to print the report.
3.7

Standard Analyses (Warehouse Info System)

About Standard Analyses


The Warehouse Management system is integrated with the SAP
Logistics Information System (LIS) to support the analysis of
the physical flow of quantities in the warehouse. The
evaluations for Warehouse Controlling are integrated with the
Inventory Controlling menu as standard analyses.
The data on which all five standard analyses for Warehouse
Controlling are based form data that are updated to the
information structures S090 and S091.
The following five standard analyses for Warehouse
Management exist in Inventory Controlling:

Stock placement/removal
Quantity flow
Material placement/removal
Material flow
Movement types

3.7.1 Analysis: Stock Placement/Removals


Why?
To perform an analysis of stock placement, removals and
returns for a warehouse.
Before you start
None
How?
Menu path

Logistics > Materials Management >


Warehouse management > Environment >
Standard analyses > Stk plcmnt/rmvls

Transaction
code

MCL1

Analysis: Stock Placements and Removals: Selection


Screen
Use this screen to specify the selection criteria for this analysis.
Field

Value
(What is done)

Reason
(Why)

Warehouse
number

Enter a
warehouse

This identifies a
warehouse structure

Field

Storage type

Stor.section

Material

Plant

Movement
type

Storage unit
type
Storage class

Month

Value
(What is done)

Reason
(Why)

number for
your selection
(or range)
Enter a storage
type range if
required
Enter a storage
section range if
required
Enter a
material
number (or
range) to limit
your selection if
required
Enter a plant
range if
required
Enter a
movement type
(or range) to
limit by this
criteria
Enter a storage
unit type (or
range) if
required
Enter a storage
class range to
limit by this
criteria
Enter a period
range to
analyse by

in the system (eg. IN2


for Plant2 warehouse)
Selection option

Selection option

Selection option

Selection option

Selection option

Selection option

Selection option

Defaults to previous
period to current
period. Change as

Field

Exception

Value
(What is done)

Reason
(Why)

period
Enter an
exception if
used

required
Note: You have to
create the exception
rules in the Early
Warning System first

Options
Select <Execute> to move to the next screen
Analysis: Stock Placements and Removals: Initial Screen
This screen displays the initial screen of the analysis according
to the selection criteria specified on the previous screen. At the
header, you will see the analysis level; for example, the
standard drill down level for this analysis is: warehouse, storage
type, material and plant.
Field

Value
(What is done)

Reason
(Why)

Level (this
would be
warehouse,
storage type,
material or
plant)

The values of
the respective
levels of the
analysis will be
displayed

Analysis information

The total weight Analysis information


of removal per
level
Weight plcmnt The total weight Analysis information
for placement
item
per level
Weight of
removal

Field

Value
(What is done)

Reason
(Why)

Weight
ret.transfer

The total weight


of quants
returned per
level
The quantity of
stock removed
per level
The quantity of
stock placed
per level
The quantity of
stock returned
per level
The number of
items removed
per level
The number of
items placed
per level
The number of
items returned
per level

Analysis information

Removal
quantity
Stock
placement qty
Ret.
placement qty
Rmvl items

Plcmnt items

Ret. items

Analysis information

Analysis information

Analysis information

Analysis information

Analysis information

Analysis information

Options
You can drill down to the next level by double clicking on the
relevant line. In addition, you may display graphics, sort and
switch directly to a drill down by selecting the appropriate
button on the top bar.
Select Stock Plcmt/Rmvl > Print from the menu path to print a
copy of the report.

3.7.2 Analysis: Quantity Flow


Why?
To obtain an analysis of quantity and timing of goods flow
in the warehouse.
Before you start
None
How?
Menu path

Logistics > Materials Management >


Warehouse Management > Environment >
Standard analyses > Quantity flow

Transaction
code

MCL5

Analysis: Quantity Flow: Selection Screen


Use this screen to specify the selection criteria for this analysis.
Field

Value
Reason
(What is done) (Why)

Warehouse
number

Enter a
warehouse
number for
your selection
(or range)
Enter a stock
removal
storage type (or
range) if
required

Stock removal
type

This identifies a
warehouse structure in
the system (eg. IN2 for
Plant2 warehouse)
The storage type identifies
a sub-division of the
warehouse structure in
the system. For each
goods movement, a
removal, placement and

Field

Stock removal
area

Stock
placement
type
Stock
placement
area
Movement
type
Material

Storage unit
type
Month

Value
Reason
(What is done) (Why)

Enter a stock
removal
storage section
(or range) if
required
Enter a stock
placement
storage type (or
range)
Enter a stock
placement
storage section
(or range) if
required
Enter a range
of movement
type to limit by
this criteria
Enter a range
of material to
limit selection
by this criteria
Enter a storage
unit type if
relevant
Enter the
period range
for your
analysis

return type, section and


bin is identified. This field
refers to the storage type
for removal.
This field refers to the
storage section for
removal (during each
goods movement)
This field refers to the
storage type for placement

This field refers to the


storage section for
placement (during each
goods movement)
Each goods movement is
identifiable by a
movement type
The material number
identifies uniquely an
item in the system
The storage unit type
identifies the pallet type
which items are stored on
Defaults to previous
month and current
month. Change as
necessary

Field

Value
Reason
(What is done) (Why)

Exception

Enter an
exception if
used

Note: You have to create


the exception rules in the
Early Warning System
first

Options
Select <Execute> to move to the next screen
Analysis: Quantity Flows: Initial Screen
This screen displays the initial screen of the analysis according
to the selection criteria specified on the previous screen. At the
header, you will see the analysis level; for example, the
standard drill down level for this analysis is: warehouse,
removal storage type, placement storage type and material.

Field

Value
(What is done)

Reason
(Why)

Level (this
would be
warehouse,
removal/place
ment storage
type and
plant)

The values of the


respective levels of
the analysis will
be displayed

Analysis information

Moved weight

The weight of
Analysis information
goods movement
between the stock
removal storage
type and the stock
placement type.

Field

Value
(What is done)

Reason
(Why)

Moved
quantity

The total number


of transfer order
items moved
between the stock
removal storage
type and the stock
placement storage
type.
Total number of
transfer order
items moved
between the stock
removal storage
type and the stock
placement storage
type.
The number of
transfer order
items for which
true difference
exist, ie. ie.
differences that
were not posted to
the source storage
bin because of the
difference
indicator.
The quantity of
true differences
as above
Average time
expired between
transfer order
creation and

Analysis information

No.mvmts

No. true df

Real diff
quantity
Tm.TR Cr. To
TO Cr.

Analysis information

Analysis information

Analysis information

Analysis information

Field

Value
(What is done)

transfer
requirement
creation
Time TR to TO Average time
expired between
transfer
requirement
planning deadline
and transfer order
creation
Average time that
Tm.TO cr. To
expired between
TO cf.
creation and
confirmation of
transfer orders
Tme Dnote to Average length of
time that expired
TO cr
between the
transfer order
creation and
delivery note pick
date.
Number of
TR refrnce
transfer order
items with
reference to
transfer
requirements
Number of
Deliv.Ref
transfer order
items with
reference to
delivery notes.

Reason
(Why)

Analysis information

Analysis information

Analysis information

Analysis information

Analysis information

Options
You can drill down to the next level by double clicking on the
relevant line. In addition, you may display graphics, sort and
switch directly to a drill down by selecting the appropriate
button on the top bar.
Select Flow Qties.analysis > Print from the menu path to print a
copy of the report.
3.7.3 Analysis: Material Stock Placement/Removal
Why?
To obtain an analysis of material movements according to
placements and removals by storage types, storage section
and storage unit type.
Before you start
None
How?
Menu path

Logistics > Materials Management >


Warehouse management > Environment >
Standard analyses > Mat. Plcmnt/rmvl

Transaction
code

MCL9

Analysis: Material Stock Placement/Removal: Selection


Screen
Use this screen to specify the selection criteria for this analysis.

Field

Value
(What is done)

Reason
(Why)

Whse number

Enter a warehouse
number for your
selection (or
range)
Enter a range of
material to limit
selection by this
criteria
Enter a storage
type range if
required
Enter a storage
section range if
required
Enter a storage
unit type if
relevant

This identifies a
warehouse structure in
the system (eg. IN2 for
Plant2 warehouse)
The material number
identifies uniquely an
item in the system

Material

Stor. Type

Stor. Section

Storage unit
type
Plant

Enter a plant if
required

Movement
type

Enter a range of
movement type to
limit by this
criteria
Enter a storage
class if required

Storage class

Month

Enter the period


range for your
analysis

Selection option

Selection option

The storage unit type


identifies the pallet
type which items are
stored on
The plant identifies the
site which materials
belong to
Each goods movement
is identifiable by a
movement type
Storage class is used to
classify hazardous
materials according to
its storage conditions
Defaults to previous
month and current
month. Change as
necessary

Field

Value
(What is done)

Reason
(Why)

Exception

Enter an exception Note: You have to


if used
create the exception
rules in the Early
Warning System first

Options
Select <Execute> to move to the next screen
Analysis: Material Stock Placement/Removal: Initial
Screen
This screen displays the initial screen of the analysis according
to the selection criteria specified on the previous screen. At the
header, you will see the analysis level; for example, the
standard drill down level for this analysis is: warehouse,
material, storage type, storage section and storage unit type.
Field

Value
(What is done)

Reason
(Why)

Level (this
would be
warehouse,
material,
storage type,
storage
section and
storage unit
type)

The values of the


respective levels of
the analysis will be
displayed

Analysis
information

Removal
quantity

Quantity of material
in the transfer order
item for stock
removal

Analysis
information

Field

Value
(What is done)

Average quantity of
stock removed per
transfer order item
Material quantity in
Stock
placement qty transfer order items
for stock placement
Average material
Av.stk
placement qty quantity in transfer
order items for stock
placement
Number of transfer
Plcmnt itm
order items with
material for stock
placement
Weight of the
Weight of
transfer order items
removal
for stock removal
Weight plcmnt Material weight in
transfer order items
item
for stock placement
Av.stock
removal qty

Reason
(Why)
Analysis
information
Analysis
information
Analysis
information

Analysis
information

Analysis
information
Analysis
information

Options
You can drill down to the next level by double clicking on the
relevant line. In addition, you may display graphics, sort and
switch directly to a drill down by selecting the appropriate
button on the top bar.
Select MatPlace/RemAnalysis > Print from the menu path to
print a copy of the report.

3.7.4 Analysis: Material Quantity Flow


Why?
To obtain a general analysis of the quantity flow in a
warehouse or several warehouses.
Before you start
None
How?
Menu path

Logistics > Materials Management >


Warehouse Management > Environment >
Standard analyses > Material flow

Transaction
code

MCLD

Analysis: Material Quantity Flow: Selection Screen


Use this screen to specify the selection criteria for this analysis.
Field

Value
(What is done)

Reason
(Why)

Whse number

Enter a
warehouse
number for your
selection (or
range)
Enter a range of
material to limit
selection by this
criteria
Enter a storage
type range for

This identifies a
warehouse structure
in the system (eg.
IN2 for Plant2
warehouse)
The material number
identifies uniquely an
item in the system

Material

Stock removal
type

Selection option

Field

Stock removal
section
Placement
stor. Type
Stock
placement
section
Movement
type
Storage unit
type

Value
(What is done)
removal if
required
Enter a storage
section range for
removal if
required
Enter a storage
type range for
placement if
required
Enter a storage
section range for
placement if
required
Enter a range of
movement type to
limit by this
criteria
Enter a storage
unit type if
relevant

Month

Enter the period


range for your
analysis

Exception

Enter an
exception if used

Reason
(Why)

Selection option

Selection option

Selection option

Each goods movement


is identifiable by a
movement type
The storage unit type
identifies the pallet
type which items are
stored on
Defaults to previous
month and current
month. Change as
necessary
Note: You have to
create the exception
rules in the Early
Warning System first

Options
Select <Execute> to move to the next screen

Analysis: Material Quantity Flow: Initial Screen


This screen displays the initial screen of the analysis according
to the selection criteria specified on the previous screen. At the
header, you will see the analysis level; for example, the
standard drill down level for this analysis is: warehouse,
material, removal storage type, placement storage type and
storage unit type and movement type.
Field

Value
(What is done)

Reason
(Why)

Level (this
would be
warehouse,
material,
removal
storage type,
placement
storage type,
storage unit
type and
movement
type)

The values of the


respective levels of
the analysis will be
displayed

Analysis information

Moved
quantity

Material quantity in
Analysis information
goods movement
between the stock
removal type and the
stock placement type
Weight of goods
Analysis information
movement that takes
place between the
stock removal type
and the stock

Moved weight

Field

Value
(What is done)

placement type
Tm. TR cr. To Average time expired
between transfer
TO cr.
order creation and
transfer requirement
creation
Time TR to TO Average time expired
between the transfer
requirement
planning deadline
and the transfer
order creation
Tme Dnote to Average length of
time that expired
TO cr.
between the transfer
order creation date
and the delivery note
pick date
Time TO cr.to Average time that
expired between the
TO cf.
creation and
confirmation of
transfer orders
Number of transfer
No.real df
order items with
differences that were
not posted to the
source storage bin
because of the
difference indicator.
Number of transfer
No.src.dif
order items with
differences that were
returned to the

Reason
(Why)
Analysis information

Analysis information

Analysis information

Analysis information

Analysis information

Analysis information

Field

Value
(What is done)

Reason
(Why)

source bin
Options
You can drill down to the next level by double clicking on the
relevant line. In addition, you may display graphics, sort and
switch directly to a drill down by selecting the appropriate
button on the top bar.
Select Mat Flow Analysis > Print from the menu path to print a
copy of the report.
3.7.5 Analysis: Movement Type
Why?
To obtain an analysis of the material flow in a warehouse
by movement type.
Before you start
None
How?
Menu path

Logistics > Materials Management >


Warehouse management > Environment >
Standard analyses > Movement type

Transaction
code

MCLH

Analysis: Movement Types: Selection Screen


Use this screen to specify the selection criteria for this analysis.

Field

Value
(What is done)

Reason
(Why)

Whse number

Enter a warehouse
number for your
selection (or
range)
Enter a range of
movement type to
limit by this
criteria
Enter a storage
type range for
removal if required
Enter a storage
section range for
removal if required
Enter a storage
type range for
placement if
required
Enter a storage
section range for
placement if
required
Enter a range of
material to limit
selection by this
criteria
Enter a storage
unit type if
relevant

This identifies a
warehouse structure
in the system

Movement
type
Stock removal
type
Stock removal
section
Placement
stor.type
Stock
placement
section
Material

Storage unit
type
Month

Enter the period


range for your
analysis

Each goods
movement is
identifiable by a
movement type
Selection option

Selection option

Selection option

Selection option

The material number


identifies uniquely an
item in the system
The storage unit type
identifies the pallet
type which items are
stored on
Defaults to previous
month and current
month. Change as
necessary

Field

Value
(What is done)

Reason
(Why)

Exception

Enter an exception Note: You have to


if used
create the exception
rules in the Early
Warning System first

Options
Select <Execute> to move to the next screen
Analysis: Movement Types: Initial Screen
This screen displays the initial screen of the analysis according
to the selection criteria specified on the previous screen. At the
header, you will see the analysis level; for example, the
standard drill down level for this analysis is: warehouse,
movement type, removal storage type, placement storage type
and material.

Field

Value
(What is done)

Reason
(Why)

Level (this
would be
warehouse,
movement
type, removal
storage type,
placement
storage type
and material)

The values of the


respective levels of
the analysis will be
displayed

Analysis
information

No.mvmts

Total number of
transfer order items

Analysis
information

Field

Moved
quantity

Moved weight

TR refrnce

Deliv.ref.

Ref.no.ref.

Res.refnce

Ret = Rmvl

Value
(What is done)
moved between the
stock removal
storage type and the
stock placement
storage type
Material quantity in
goods movements
between the stock
removal type and
the stock placement
type
Weight of goods
movements that
take place between
the stock removal
type and the stock
placement type
Number of transfer
order items with
reference to a
transfer requirement
Number of transfer
order items with
reference to a
delivery note
Number of transfer
order items
connected to a
reference number
Number of transfer
order items with
reference to a
material reservation
Number of transfer

Reason
(Why)

Analysis
information

Analysis
information

Analysis
information

Analysis
information

Analysis
information

Analysis
information

Analysis

Field

Value
(What is done)

Reason
(Why)

order items in which information


the return transfer
moved stock back to
the source storage
bin.
Options
You can drill down to the next level by double clicking on the
relevant line. In addition, you may display graphics, sort and
switch directly to a drill down by selecting the appropriate
button on the top bar.
Select Mov. type Analysis > Print from the menu path to print a
copy of the report.

4. UNIT TESTING
4.1

Test Scenario 1: Storage Bin Reporting

List of Empty Bins


Task

Key data input

Expected result

Actual result

Expected result

Actual result

Expected result

Actual result

Expected result

Actual result

Bin Status Report


Task

Key data input

Capacity Used Report


Task

Key data input

Fixed Bin Information List


Task

Key data input

4.2

Test Scenario 2: Materials Reporting

Stock per Material Report


Task

Key data input

Expected result

Actual result

Expected result

Actual result

Expected result

Actual result

Stock Overview Report


Task

Key data input

WM Stock List
Task

Key data input

Evaluation of Material Movement Frequency


Task

Key data input

Expected result

Actual result

Expiration Date Information List


Task

Key data input

Expected result

Actual result

4.3

Test Scenario 3: Hazardous Material Reporting

Fire Department Inventory List


Task

Key data input

Expected result

Actual result

Analysis: Correct Storage of Hazardous Materials


Task

Key data input

Expected result

Actual result

Warehouse Index according to Accident Regulations


Task

4.4

Key data input

Expected result

Actual result

Test Scenario 4: WM Documents Reporting

Transfer Requirement Overview


Task

Key data input

Expected result

Actual result

Evaluation of Movement per Storage Type


Task

Key data input

Expected result

Actual result

Transfer Orders Document Overview


Task

Key data input

Expected result

Actual result

Transfer Orders Detailed Overview


Task

Key data input

Expected result

Actual result

Transfer Orders with Differences


Task

4.5

Key data input

Expected result

Actual result

Test Scenario 5: WM Stocktake Reporting

Stocktake Differences per Storage Type


Task

Key data input

Expected result

Actual result

Statistics for Stocktake Differences


Task

Key data input

Expected result

Actual result

Stocktaking Status
Task

4.6

Key data input

Expected result

Actual result

Test Scenario 6: Stock Comparison (WM vs. IM)

Stock Comparison IM/WM


Task

4.7

Key data input

Expected result

Actual result

Test Scenario 7: Standard Analyses

Analysis: Stock Placement/Removals


Task

Key data input

Expected result

Actual result

Expected result

Actual result

Analysis: Quantity Flow


Task

Key data input

Analysis: Material Stock Placement/ Removal


Task

Key data input

Expected result

Actual result

Analysis: Material Quantity Flow


Task

Key data input

Expected result

Actual result

Expected result

Actual result

Analysis: Movement Type


Task

Key data input