Sap MM Master Data Work Instructions For Key Users

Master Data Course
SAP/CSI Training
Introduction
The purpose of this course
This course is designed to provide a comprehensive

introduction to system activities directly related to the
creation and maintenance of master data.
The data contained within this guide are only provided as
examples and do not reflect the same data that is listed
within the production system. The SAP/CSI is still in the
development phases and some screens may change as
a result of this ongoing development effort.
All information contained within this guide is subject to
change.
Table of Contents
Body Text Here
Master Data Course

Thomson Technicolor Copyright 2005 All Rights Reserved
Display Material Master Record
MM03
Purpose
Use this procedure to display a material master record.
Trigger
You need to review information about a part number, component, or item.
Prerequisites
The SAP/CSI material master record number must exist. Perform a match code search if the
material number is unknown.
Menu Path
Use the following menu path(s) to begin this transaction:
Select Logistics Production Master Data Material Master Material Display

MM03 Display Current to go to the Display Material (Initial Screen).
Transaction Code
MM03
Helpful Hints
On the Display Material XXXX (CSI Finished Goods) screen(s), there will be many tabs which
represent the different material master record views. If you see a small yellow symbol in the
upper left hand corner of the tab, this represents a tab you selected to view. Example:
.
There are 6 distinct material types in the SAP/CSI system. These material types and their
descriptions are listed in the table below.
MTyp
Material type description
Z708
CSI PMG Dry Goods
Z709
CSI Finished Goods
Z723
CSI Non PMG Dry Goods
Z725
CSI Semi-finished Good
Z726
CSI Raw materials
Z727
CSI Master
Master Data Course

Procedure
1.
Start the transaction using the menu path or transaction code.
Master Data Course

Display Material (Initial Screen)
2.
As required, complete the following field:

Field Name
Material
3.
Click
R/O/C
R
Description
Unique number identifying a product that is produced,
purchased, or inventoried.
Example:
HESDTSBBRP65423CDB
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Select View(s)
4.
Click
to select all possible views to display OR click
displayed. For this example, we will select all the views.
5.
Click
to the left of the select view(s) to be
to accept.
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Organizational Levels
The organization levels displayed and required depend on what type of material you
choose to display.
6.
As required, complete the following fields:

Field Name
R/O/C
Description
Plant
Code identifying an organizational unit seen as central to the

manufacturing process. A plant can be a manufacturing site
or a group of storage locations that share materials. A plant
can also be a distribution center.
Example:
7220 (Camarillo Plant)
StorageLocation
An organizational unit facilitating differentiation between the

various stocks of a material within a plant. Typically, the
number of the storage location at which the material is stored.
A plant may contain one or more storage locations.
Example:
Sales Org.
An organizational unit responsible for distributing certain

products or services and negotiating sales conditions. In
SAP/CSI, any number of distribution channels and divisions
can be assigned to a sales organization.
Example:
Distr. Channel
Click
7210 (Technicolor US)
The way in which products or services reach the customer.

Typical examples of distribution channels are wholesale, retail
or direct sales. Within a sales organization, in SAP/CSI, it is
possible to deliver goods to a given customer through more
than one distribution channel.
Example:
7.
0100 (Main Storage)
01 (default)
to continue.
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Display Material XXXX (CSI Finished Goods)
8.
Click
. The Class Type (1)
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X Entries Found dialog box appears.
Class Type (1)
9.
4 Entries Found
Double-click Material class 001.
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Classification
10.
Review the assignments and values for the selected material contained on the Classification
screen.
Click the tabs in the Values section to view the values for characteristics for General,
Common, EDI, and FG Optical.
11.
Click
to proceed to the Display Material XXXX (CSI Finished Goods) screen.
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12.
Click
.
Click
to view a list of tabs, if you are not able to see them on your screen. Select the
tab you want to view from the drop-down list.
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13.
As required, review the following fields:

Field Name
R/O/C
Base Unit of Measure
Description
Unit of measure in which the stock of a material is managed.
The SAP system converts all quantities entered in other units
into the base unit of measure.
Example:
Purchasing Group
Buyer or group of buyers responsible for purchasing activities.

Example:
MRP Type
PD (MRP)
Controller or group of controllers responsible for planning

material requirements.
Example:
Lot size
7M0
Determines whether and how the material is planned.

Example:
MRP Controller
PC (Piece)
700
Determines which lot-sizing procedure SAP/CSI uses within

materials planning to calculate the quantity to be procured or
produced.
Example:
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EX (Lot-for-lot order quantity)
13
14.
Click
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15.

Field Name
Procurement type
R/O/C
R
Description
Defines how the material is procured.
Example:
procurement)
Prod. stor. location
In the case of a material produced in-house, this is the key of

the storage location that is copied to the planned order,
production order, or run schedule quantity.
Example:
In-house production
Number of workdays required after receipt of the material for

inspection and placement into storage.
Example:
SchedMargin key
0100
Specifies the time in workdays needed to produce the material

in-house, independent of the order quantity.
Example:
GR processing time
X (in-house production and external
Determines the floats required for scheduling an order.

Example:
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000
15
16.
Click
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17.

Field Name
R/O/C
Description
Strategy group
Groups all the planning strategies that can be used for a

particular material. The planning strategy represents the
procedure used for planning a material and is (technically
speaking) controlled by the MRP types.
Bwd consumption per.
Determines the consumption period (in workdays) for

backward consumption. Using backward consumption, sales
orders, dependent requirements, or material reservations are
assigned to and consume planned independent requirement
quantities which lie within the consumption period and before
the requirements date.
Example:
Fwd consumption per.
Determines the consumption period (in workdays) for forward

consumption. In forward consumption, sales orders,
dependent requirements or material reservations consume
planned independent requirements that lie within the
consumption period after the requirements date.
Example:
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Field Name
R/O/C
Description
Plng conv. factor
Factor that the system uses to convert the quantity of the

current material, measured in the base unit of measure, to the
base unit quantity of the planning material.
Availability check
Specifies whether and how the system checks availability and

generates requirements for materials planning.
Example:
Tot. repl. lead time
18.
Click
KP (no check)
Time needed before the product is completely available again,

that is, after all BOM levels have been procured or produced.
It is not calculated by the system, but defined in this field as
the total of the in-house production time(s) and/or the planned
delivery time(s) of the longest production path.
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19.

Field Name
20.
R/O/C
Description
Selection method
Determines the selection of the alternative BOM when

requirements are exploded in material requirements planning.
Individual/coll.
Determines whether the following requirements are allowed

for the dependent requirements of the material:
Click
Individual requirements quantities of the dependent

material are stated individually.
Collective requirements quantities of the dependent

material are grouped together.
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21.

Field Name
R/O/C
Description
Production scheduler
Scheduler responsible for a material in production activity

control.
Prod.Sched.Profile
Profile that you can use to
specify that certain business transactions are carried

out in parallel in a production order / process order
trigger an automatic goods receipt
specify an overall profile for capacity leveling
Example:
profile)
22.
Click
000001 (HES CSI Production planning
tab.
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23.

Field Name
R/O/C
Description
Valuation class
Code which helps identifies a set of general ledger accounts

will be updated based on valuation-relevant transactions.
Standard Price
Price at which the material is valued.
24.
Click
25.
You have completed this transaction.
to exit.
Result
You have successfully displayed a material master record in SAP/CSI.
Comments
None.
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Material Search
MM60
Purpose
Use this procedure to search for a group of materials with certain parameters.
Trigger
You need to view a list of related material based on a specific set of criteria.
Prerequisites
The material master must exist.
Menu Path
Select Production Master Data Material Master Other MM60 Materials List
to go to the Materials List screen.
Transaction Code
MM60
Helpful Hints
You can use any one of the following criteria to generate a list of materials.
Material
Plant
Material type
Material group
Created by
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Procedure
1.
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Materials List
2.

Field Name
R/O/C
Description
Material

Plant

Example:
7220
Material Type
Code used to group certain materials together and provide

access to different views. Examples include:
Example:
Z709 (CSI Finished Goods)
Material Group
Code identifying a grouping of materials based on similar

attributes.
Created by
User name of the person who created the data/record.
Enter any search criteria that will allow you to achieve the desired results.
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3.
Click
Materials List
4.
Review the displayed results.
5.
If you want to save the list in Excel format, select List Save/Send File
Save list in file
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6.
Select
7.
Click
to the left of Spreadsheet.

.
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Materials List
8.

Field Name
9.
R/O/C
Description
Directory
Enter the file path for the placement of the exported

document.
File Name
Enter a file name followed by the .xls extension.
Click
.
Your spreadsheet is now in the directory specified.
10.
11.
Click
to exit the transaction.
Result
You have successfully displayed a list of materials.
Comments
There are 6 standard material types used in the system. They are listed in the table below for
easy reference.
MTyp
Z708
Z709
Z723
Z725
Z726
Z727
Material type description

CSI PMG Dry Goods
CSI Finished Goods
CSI Non PMG Dry Goods
CSI Semi-finished Good
CSI Raw materials
CSI Master
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Create Material Master Record
MM01
Purpose
Use this procedure to create a material master record.
Trigger
There are six distinct material types in CSI. You have been asked to make one.
Prerequisites
Engineering Change document requesting new material creation.
Menu Path
Select Logistics Materials Management Material Master Material Create

(General) MM01-Immediately to go to the Create Material (Initial Screen) screen.
Transaction Code
MM01
Helpful Hints
Prior to creating a new material master record, collect all detailed information about the
material to be created.
PLEASE BE AWARE The screen names may not match the screen titles, however the
screen fields are the same.
Material Type
Views
CSI PMG Dry Goods (Z708)
Work Scheduling, Accounting, Classification, MRP, Purchasing,

Basic Data, Storage, Plant Stocks, Sales, Warehouse
Management, Storage Location Stocks
CSI Non PMG Dry Goods (Z723)

Basic Data, Storage, Sales, Forecasting, Sales, Plant Stocks,
Storage Location Stocks
CSI Raw Materials (Z726)

CSI Master (Z727)

Production Resource Tools, Basic Data, Storage, Sales,
Forecasting, Sales, Plant Stocks, Storage Location Stocks
CSI Semi Finished Goods (Z725)

CSI Finished Goods (Z709)
Work Scheduling, Accounting, Classification, MRP, Storage,

Basic Data, Storage, Plant Stocks, Sales, Storage Location
Stocks
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Procedure
1.
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Create Material (Initial Screen)
2.

Field Name
Material
R/O/C
R
Description
Example:
HESDTSBBRP999990DB
Please refer to the Part Number Guide to perform the

correct material number assignment procedures.
3.
Industry Sector
Branch of industry. The industry sector groups together

companies according to their activities.
Example:
Mechanical Engineering
Material Type
Code used to group certain materials together and provide

access to different views. Examples include:
Example:
CSI Finished Goods
Click
to validate the entered data.
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Select View(s)
4.
Click
to select all views or click
to the left of desired views.
When creating a master record for material type CSI Finished Goods the following views
must be selected: Basic Data 1, Basic Data 2, Classification, Sales: Sales Org Data 1,
Sales: General/Plant Data, Purchase Order Text, MRP 1, MRP 2, MRP 3, MRP 4, Work
Scheduling, General Plant Data / Storage 1, General Plant Data / Storage 2.
Not all selected views will require data entry during the initial material master record
creation process.
5.
Click
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6.

Field Name
Plant
R/O/C
R
Description
Example:
7220 (Camarillo)
StorageLocation
Physical location in which the material is kept. A plant can be

a storage location.
Example:
0100 (Main Storage)
Sales Org.

products or services and negotiating sales conditions. In
SAP/CSI, any number of distribution channels and divisions
can be assigned to a sales organization.
Example:
7210 (Technicolor US)
Distr. Channel

or direct sales. Within a sales organization, in SAP/CSI, it is
Example:
01 (default)
MRP profile
Key that you can use to store MRP parameters that are
independent of the material master record.
There will be other opportunities to complete the organizational level.
7.
Click
to continue.
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Create Material XXXX (CSI Finished Goods)
8.
Under the
Field Name
tab complete the following fields:

R/O/C
Description
Material Description
Text description of the material. The material description can

have a maximum of 40 characters. Please follow guidelines
for text descriptions.
Example:
TRAINING DVD
Unit of measure in which stock of the material is managed.

The system converts all the quantities entered in other units of
measure (alternative units of measure) to the base unit of
measure. This will ensure that the material can be bought or
sold in different units (a pack may contain 12 each), but the
system will perform calculations at the Each level.
Example:
PC (Piece)
Material Group
Code identifying a grouping of materials based on similar

attributes.
Example:
7201 (Finished Disk DVD5)
Gross Weight
Weight of the material, including packaging.

Example:
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.25
34
Field Name
Weight Unit
9.
Click the
R/O/C
R
Description
Description of the Weight Unit.
Example:
LB (US pound)
tab.
No data entry required within the Basic Data 2 view at this time. Data will be entered at
a later date through a separate procedure.
10.
Click
to proceed to the next tab.
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Classification
11.

Field Name
Class
12.
Click
R/O/C
R
Description
Group of objects (materials, documents) that are grouped
based on similar attributes.
Example:
CSI_FG_OPTICAL
to validate entered data.
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Classification
13.
As required, complete the following fields on all the tabs in the Values section:
Field Name
Value
14.
Click
R/O/C
O
Description
Value of a characteristic. Can be either text or numeric.
Example:
010/073-xxxxx-xxx (ListItem)
to proceed to the next view.
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15.
As required, complete/review the following fields:

Field Name
R/O/C
Description
Unit of measure in which the stock of a material is managed.

The SAP system converts all quantities entered in other units
into the base unit of measure.
Example:
PC (piece)
Division
An organizational unit set up to supervise the distribution and

monitor the profitability of materials, products or services.
SAP/CSI uses divisions to determine the sales area and the
business areas. A product or service is always assigned to
just one division.
Example:
Delivering Plant
Plant from which goods are delivered to the customer.

Example:
Tax classification (first

column)
01 (default division)
7220 (Camarillo plant)
Indicator with which the system determines output tax for the
material when processing sales and distribution-specific
documents. Enter code for tax item.
Example:
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0 (no tax)
38
16.
Click
17.

Field Name
Availability check
18.
Click
R/O/C
R
Description
Specifies whether or how the system checks availability and
generates requirements for material planning.
Example:
KP (no check)
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19.
Enter text you want to default into the purchase order in the text box.
20.
Click
Create Material XXXX (CSI Finished Goods)-
21.

Field Name
R/O/C
Description
MRP Type
Determines whether or how the material is planned.

Example:
PD (MRP)
MRP Controller
Code identifying the controller or group of controllers

responsible for planning a material.
Example:
Lot Size
22.
Click
752 (DVD pack)
Determines which lot-sizing procedure SAP/CSI uses within

materials planning to calculate the quantity to be procured or
produced.
Example:
EX (Lot-for-lot order quantity)
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23.
As required, review/complete the following fields:

Field Name
R/O/C
Description
Procurement type
Determines whether or how the material is planned.

Example:
E (external procurement)
Prod. stor. location
In the case of a material produced in-house, this is the key of

the storage location that is copied to the planned order,
production order, or run schedule quantity.
Example:
In-house production
0100
Specifies the time in workdays needed to produce the material

in-house, independent of the order quantity.
Example:
GR processing time
Number of workdays required after receipt of the material for

inspection and placement into storage.
Example:
1
SchedMargin key
Determines the floats required for scheduling an order.

Example:
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000
42
24.
Click
25.

Field Name
R/O/C
Description
Strategy group
Groups all the planning strategies that can be used for a

particular material. Represents the procedure used for
planning a material and is (technically speaking) controlled by
the MRP types.
Example:
00 (no planning / requirements transfer)
Bwd. Consumption
per.
Determines the consumption period (in workdays) for

backward consumption. Using backward consumption, sales
orders, dependent requirements, or material reservations are
assigned to and consume planned independent requirement
quantities which lie within the consumption period and before
the requirements date.
Example:
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Field Name
R/O/C
Description
Fwd consumption per.
Determines the consumption period (in workdays) for forward

consumption. In forward consumption, sales orders,
dependent requirements, or material reservations consume
planned independent requirements that lie within the
consumption period after requirements date.
Example:
Plng conv. factor
Factor that the system uses to convert the quantity of the

current material, measured in the base unit of measure, to the
base unit quantity of the planning material.
Tot. repl. lead time
Time needed before the product is completely available again;

that is, after all BOM levels have been procured or produced.
It is not calculated by the system, but defined in this field as
the total of the in-house production time(s) and/or the planned
delivery time(s) of the longest production path.
Example:
26.
Click
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27.

Field Name
Selection method
R/O/C
Description
Determines the selection of the alternative BOM when

requirements are exploded in material requirements planning.
Example:
Individual/coll.
Determines whether the following requirements are allowed

for the dependent requirements of the material:
Individual requirements quantities of the dependent

material are stated individually.
Collective requirements quantities of the dependent

material are grouped together.
Example:
28.
Click
blank (selection by order quantity)
blank (individual and collective requirements)
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29.

Field Name
R/O/C
Description
Production scheduler
Scheduler responsible for a material in production activity

control.
Example:
700 (general)
Prod.Sched.Profile
Profile used to:
Specify that certain business transactions are carried

out in parallel in a production order/process order
Trigger an automatic goods receipt
Specify an overall profile for capacity leveling
Example:
30.
Click
000001 (HES CSI Production planning

profile)
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Create Material XXX (CSI Finished Goods)
31.

Field Name
32.
R/O/C
Description
Valuation Class
Group of G/L accounts to which the material is assigned. This

allows the values of materials of the same material type to be
posted to different accounts, and allows the values of
materials of the different material types to be posted to same
accounts.
Example:
7920 (finished products)
Price Control
Code determining whether the stock of a material is valuated

at standard price or moving average price.
Example:
S (standard price)
Standard Price
Price at which the material is valuated.

Example:
2.50
Click
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Create Material (Initial Screen)
The system displays the message Material XXXX created.
33.
This transaction has been completed.
34.
Click
to exit.
Result
You have successfully created a material master record.
Comments
None.
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Change Material Master Record
MM02
Purpose
Use this procedure to change a material master record.
Trigger
You receive a request to immediately change one or more fields in the material master views.
Prerequisites
SAP/CSI material master record must already exist in the system.
Type of change or data to be changed known for the material in question.
Menu Path
Select Logistics Production Master Data Material Master Material Change

MM02 - Immediately to go to the Change Material (Initial Screen).
Transaction Code
MM02
Helpful Hints
For a display of the views and the fields contained on them please refer to the work instruction for
MM01 Create a Material Master Record.
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Procedure
1.
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Change Material (Initial Screen)
2.

Field Name
Material
3.
Click
R/O/C
R
Description
Example:
HESDTSBBRP999990DB
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Select View(s)
4.
Click
to the left of the view(s) where you will make the change(s).
5.
Click
to continue.
The view used for this example was the Basic Data 2 view and the description of the
material was changed. Because of this the organizational level screen below only request
values for a plant and storage location. Depending on which view(s) are selected will
depend on what organizational level are required.
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Change Material XXXX (CSI Finished Goods)
The required fields to change depend on the change that needs to be scheduled.
6.
As required, change the following fields:

Field Name
Material
7.
Click
R/O/C
O
Description
Example:
TRAINING DVD FOR USERS
to validate.
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Last data screen reached
8.
Click
Change Material (Initial Screen)
The system displays the message, "Material XXXX changed.
9.
10.
Click
to exit.
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Result
You have successfully changed a material master record.
Comments
Refer to work instruction MM01 Create Material Master for more information.
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Display Bill of Materials
CS03
Purpose
Use this procedure to display a BOM.
Trigger
Perform this procedure when there is a need to display the information contained on a BOM.
Prerequisites
A BOM must exist for the material being reviewed.
Menu Path
Select Logistics Production Master Data Bills of Materials Bill of Materials

Material BOM CS03 Display to go to the Display material BOM: Initial Screen.
Transaction Code
CS03
Helpful Hints
None
Procedure
1.
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Display material BOM: Initial Screen
2.

Field Name
R/O/C
Description
Material

Example:
HES720596ST1
PIant
Organizational unit within logistics serving to subdivide the

enterprise according to geographical location, procurement,
maintenance and materials planning.
Example:
7200 -- Technicolor Export De Mexico
BOM Usage
Description of the BOM Usage.

Example:
1 Production
Valid From
The date from which the BOM is valid.

The current days date default.
Example:
08/12/2005
3.
Click
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Display material BOM: General Item Overview
The information contained on this screen displays the components and quantity needed
for the specified material.
4.

Field Name
Component
R/O/C
R
Description
Material number of the components.
Example:
Component
description
Quantity
Short text describing the component.

Example:
SEX & THE CITY SEASON 2 DISC 2
Quantity of the component, which is entered in relation to the

base quantity of the product.
Example:
Un
HES720596ST1
The unit of measure for the component quantity.

Example:
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EA (each)
58
5.
Click
to view the BOM header.
Display material BOM: Header Overview
6.
Review the information at the header level.
7.
8.
Click
to exit.
Result
You have successfully displayed a BOM.
Comments
More information may be available by using additional buttons and menu paths.
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Create Bill of Material
CS01
Purpose
Use this transaction to create a Bill of Material (BOM), which is a complete, formally structured list
of components that makes up a product or assembly. The list contains the object number of each
component, together with the quantity and unit of measure. The components are known as BOM
items.
A Bill of Materials structure is required for a Material.
Bills of material (BOMs) and routings contain essential master data for integrated materials
management and production control.
Trigger
Perform this procedure when you want to create a Bill of Material.
Prerequisites
Material Master Record created and approved in the SAP R/3 system.
Menu Path
Select Logistics Production Master Data Bills of Material Bills of Material

Material BOM Create to go to the Create material BOM screen.
Transaction Code
CS01
Helpful Hints
A BOM can be created by copying data from an existing BOM. Following the copy procedure, the
new BOM can be modified.
Procedure
1.
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Create material BOM: Initial Screen
2.

Field Name
3.
R/O/C
Description
Material

Example:
HESDTSBBRP999990DB
PIant
Organizational unit.
Example:
7220 (Camarillo)
BOM Usage

Example:
3 (universal)
Change Number
Number used to uniquely identify a change master record.

Example:
14
Click
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Create material BOM: General Item Overview
4.
As required, complete the following fields for as many components as you need to enter:
Field Name
5.
R/O/C
Description
ICt
Categorization of the items in a BOM according to set criteria,

such as whether they refer to an object (for example, material
master or document info record) or whether they are kept in
stock.
Example:
L (Stock item)
Component
The material number.

Example:
HESDTSABBP65423DVD
Quantity
Specified amount. The number or count of an item.

Example:
2
Click
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Create material BOM: General Item Overview
6.
Click
to save your entries.
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Create material BOM: Initial Screen
The system displays the message, "BOM created for material XXXX."
7.
8.
Click
to exit.
Result
You have created a BOM.
Comments
None.
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Change Bill of Material
CS02
Purpose
Use this transaction to change a Bill of Material (BOM), which is a complete, formally structured
list of components that makes up a product or assembly. The list contains the object number of
each component, together with the quantity and unit of measure. The components are known as
BOM items.
A Bill of Materials structure is required for a Material.
Bills of material (BOMs) and routings contain essential master data for integrated materials
management and production control.
Trigger
Perform this procedure when a Bill of Material needs to be changed.
Prerequisites
A Bill of Material must have been created.
A Change Number must exist.
Menu Path
Select Logistics Production Master Data Bills of Material Bill of Material

Material BOM Change to go to the Change material BOM: Initial Screen.
Transaction Code
CS02
Helpful Hints
Please refer to work instruction CS01 Create Bill of Material for more information.
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Procedure
1.
Start the transaction by entering the transaction code or following the menu path.
Change material BOM: Initial Screen
2.

Field Name
R/O/C
Description
Material

Example:
HESDTSBBRP999990DB
PIant

Example:
BOM Usage

Example:
3 (universal)
Valid From
The date from which the BOM is valid.

The current date defaults.
Example:
08/12/2005
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Field Name
Change Number
R/O/C
R
Description
Enter the number to track this revision to the bill of materials.
Example:
500000000024
Change material BOM: General Item Overview
3.
As required, complete/change the following fields. For this example, we will add a new
component.
Field Name
Ict
R/O/C
Description
Categorization of the items in a BOM according to set criteria,

such as whether they refer to an object (for example, material
master or document info record) or whether they are kept in
stock.
Example:
Component
The material number.

Example:
PMG50792701PKLB
Quantity
Specified amount. The number or count of an item.

Example:
4.
L (Stock item)
Click
to confirm the entries.
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5.
Click
to save your entries.
Change material BOM: Initial Screen
The system displays the message, "BOM for material XXXX changed.
6.
7.
Click
to exit.
Result
You have changed a BOM.
Comments
Please refer to work instruction CS01 Create Bill of Material for more information.
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Display Multi-Level BOM
CS12
Purpose
Use this transaction to display a multi-level BOM.
Trigger
Perform this procedure when you need to display a multi-level BOM.
Prerequisites
A BOM for that material must exist.
Menu Path
Select Logistics Central Functions Engineering Bill of Material Evaluations

BOM Explosion Material BOM BOM (Multi-Level) to go to the Explode BOM:
Multi-Level BOM: Initial Screen.
Transaction Code
CS12
Helpful Hints
None
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Procedure
1.
Explode BOM: Multi-Level BOM: Initial Screen
2.

Field Name
Material
R/O/C
R
Description
Substance or commodity that is bought or sold on a
commercial basis, or is used, consumed, or created in
production; a material can also be a service.
Enter material number.
Example:
HESTEST2479ST1
Plant
3.
Click
A physical definition of a group of manufacturing processes.

Can include product and services.
to execute the report.
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Display Multilevel BOM
4.
Click
to change the layout of the report.
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Change layout
5.
Select the field/fields that you would like to add or remove from the report layout.
6.
Click
to return to the report.
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7.
Double-click
in the Objects column to view the details of that BOM item or document.
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Display material BOM: Item: All data
8.
Click
when you have reviewed the information on the individual BOM.
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9.
Click
if you want to export the report to another format.
Save list in file...
10.
Select
to export into a spreadsheet format.
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11.
Click
to export the report.
12.
Click
13.
Click
14.
Click
to enter the document name, extension and the location to save the file.
to export the report.
to return to the Explode BOM: Multi-Level BOM: Initial Screen.
Explode BOM: Multi-Level BOM: Initial Screen
15.
16.
Click
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Result
You have executed a report to display a multi-level BOM.
Comments
None.
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Summarized BOM
CS13
Purpose
Use this procedure to display a summarized of the BOM for a selected material.
Trigger
Perform this procedure when there is a need to view a BOM in summary format.
Prerequisites
BOM must exist for selected material.
Menu Path
Select Logistics Production Bills of Materials Reporting BOM Explosion

Material BOM CS13 Summarized BOM to go to the Explode BOM: Summarized BOM:
Initial Screen.
Transaction Code
CS13
Helpful Hints
None.
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Procedure
1.
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Explode BOM: Summarized BOM: Initial Screen
2.

Field Name
R/O/C
Description
Material

Example:
HESTEST2479ST1
PIant

Example:
BOM Application
Description of the BOM Application

Example:
PP01 (Production general)
Valid From
The date from which the inquiry or quotation is valid.

Note: The current days date will default.
Example:
08/12/2005
3.
Click
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Summarized BOM - Multi-Level
The Summarized BOM Multi-level screen lists all of the components contained on the
material BOM for the specified material. The example above is for the material number
D1EM060A06.
4.
Click
5.
twice to exit.
Result
You have displayed a summarized BOM.
Comments
More information about a particular component may be achieved by double-clicking on the

line item while on the Summarized BOM: Multi-level screen.
Selecting the following menu path may print the displayed information: Extras List Print.
There must be user print parameters set up for the job to run.
Selecting the following menu path may save the displayed information to a local file: Extras
List Export Spreadsheet.
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BOM Comparison
CS14
Purpose
Use this procedure to compare two material BOMs for two different materials. This procedure
may be used in the material conversion process.
Trigger
Perform this procedure when there is a need to compare two material BOMs.
Prerequisites
The materials must exist in the system.
Menu Path
Select Logistics Production Bills of Materials Reporting CS14 BOM

Comparison to go to the BOM Comparison: Initial Screen (One Level) screen.
Transaction Code
CS14
Helpful Hints
None.
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Procedure
1.
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BOM Comparison: Initial Screen (One-Level)
If the
button is grayed out, then the results will be on a
single-level basis. If the

button is grayed out, then the results
will be on a multi-level basis. Additional fields are required to use the multi-level
comparison.
2.
As required, complete the following fields for each material.

Field Name
R/O/C
Description
Material

Example:
HESTEST2479ST1
HESTEST2479FT0
PIant

Example:
7220 (Camarillo)
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Field Name
R/O/C
Description
Usage
(1) Code identifying the type of task list in which the work
center can be used. If this field is not maintained, then
capacities will not be generated for the work center in a
scheduling run. (2) Key specifying the purpose for which a
task list is used (for example production or repair work).
Example:
1
Valid From

Note: The current days date will default.
Example:
08/11/2004
3.
Click
4.
Perform one of the following:
If you want to
Display the BOMs using a multilevel comparison
Click
Display the two BOMs using

summarized comparison
Click
Display the two BOMs using

differentiated comparison
Click
Exit this transaction
5.
Then
Click
Click
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BOM Comparison: Result (Summarized)
6.
Review and change displayed information as needed.

This view can be the single-level or multi-level depending on the display chosen.
7.
Click
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BOM Comparison: Initial Screen (One-Level)
8.
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BOM Comparison: Result (Differentiated)
9.

This view can be the single-level or multi-level depending on the display chosen.
10.
11.
Click
Click
.
.
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BOM Comparison: Initial Screen (Multi-Level)
12.
Click
to view the multilevel BOM comparison.
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BOM Comparison: Result (Summarized)
13.
14.
Click
to exit.
Result
You have successfully displayed the material BOM for two different materials to compare the
BOMs for each.
Comments
None.
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Display Where Used List for a Material
CS15
Purpose
Use this procedure to display the Where used list for a particular material.
Trigger
Perform this procedure when you need to see where a material is used.
Prerequisites
Material Master Record must be created in SAP.
Material BOM must exist for that material.
Menu Path
Select Logistics Production Master Data Bills of Materials Reporting

Where-used List CS15 - Material to go to the Where-Used List: Material: Initial Screen.
Transaction Code
CS15
Helpful Hints
None
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Procedure
1.
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Where-Used List: Material: Initial Screen
2.

Field Name
R/O/C
Description
Material

Example:
HESTEST2479FT0
Valid From

The current days date will default in the field.
Example:
08/16/2005
Valid To
Date until which the bid or quotation is binding.
3.
Select the type(s) of where-used list you want to view.
4.
Select the type(s) of BOM(s) for which you want to view the where-used list.
5.
Click
to enter additional selection criteria.
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Where-Used List: Material: View
6.

Field Name
Plant
7.
R/O/C
R
Description
Example:
7220 (Camarillo)
Perform one of the following:

If you want to . . .
8.
Then . . .
Display the results using a multilevel display
Click
Display the results using a singlelevel display
Verify
Click
to the left of Multi-lev.

to the left of Multi-lev. is deselected.
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Material Where-Used List
9.
Review multi-level view and manipulate data as needed.
10.
Click
to go back to the Where-Used List: Material: View screen.
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Material Where-Used List
11.
Review single-level view and manipulate data as needed.
12.
Click
to go back to the Where-Used List: Material: View screen.
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Where-Used List: Material: View
13.
Click
14.
to exit.
Result
You have successfully displayed the where used list in a multi-level or single-level view for a
specified material.
Comments
The view button,
,may appear on the Where-Used List: Material: Initial Screen display
screen, if you click the

button twice. This button signifies that the data has been entered on
the Where-Used List: Material View screen.
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Stock Overview
MMBE
Purpose
Use this procedure to display an overview of the stock balance of a specific material at the
Inventory Management level.
Trigger
Perform this procedure when it is necessary to view stock balances of a material.
Prerequisites
None
Menu Path
Use the following menu path to begin this transaction:
Select Logistics Materials Management Inventory Management Environment

Stock MMBE - Stock Overview to go to the Stock Overview: Company
Code/Plant/Storage Location/Batch screen.
Transaction Code
MMBE
Helpful Hints
Drill-down capability exists for additional details on stock levels.

This capability also offers other stock views, such as Stock in Transit and Stock in Quality
Inspection.
You can display serial numbers for selected stocks (provided they exist) by choosing the
menu path Environment Equipment /Serial number.
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Procedure
1.
Stock Overview: Company Code/Plant/Storage Location/Batch
2.

Field Name
R/O/C
Description
Material
Substance or commodity that is bought or sold on a

commercial basis, or is used, consumed, or created in
production; a material can also be a service.
Example:
WD00036387DVD
PIant
A physical definition of a group of manufacturing processes.

Can include product and services.
Example:
7220 (Camarillo)
Storage location
An organizational unit facilitating differentiation between the

various stocks of a material within a plant.
Example:
0100 (Main Storage)
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3.

Field Name
4.
R/O/C
Description
Special stock
indicator
Indicates the type of special stock to be included in the stock

overview. Special stock is stock of materials that must be
managed separately for reasons of ownership or location.
Example:
K (consignment vendor)
Display version
Uniquely identifies the display version of the stock overview.

Example:
01 (all stock types)
Display unit of
measure
Specifies the unit of measure in which the quantity

represented is displayed.
Example:
EA (each)
Choose one or more of the following options:

If you want to. . .
Then select. . .
Determine whether special stocks are included when

stock data is read
Cause the system to read stock commitments when

determining stock data (Stock commitments include
such things as open Purchase Order quantities, Stock
in Transfer, Reservations, etc.)
Exclude the display of zero stock balances
Display stock balances with the decimal place as

defined in Global Settings in the IMG
Display stock balances at the company code level

Display stock balances at the plant level
.
.
Display stock balances at the storage location level

Display stock balances at the batch level
Display stock balances of special stocks
5.
Click
.
.
.
to process the selection criteria.
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Stock Overview: Company Code/Plant/Storage Location/Batch
6.
Review the total of the material for unrestricted use, quality inspection, and reserved.
7.
8.
Click
Result
You have displayed the stock overview for a specific material.
Comments
None.
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101
Display Customer
XD03
Purpose
Use this procedure to search for an existing customer number and display it.
Trigger
Perform this procedure before creating a new customer to avoid creating a duplicate, or to view
information on an existing customer.
Prerequisites
The customer master record must exist in SAP/CSI.
Menu Path
Select Logistics Sales and Distribution Master Data Business Partner

Customer Display XD03 - Complete to go to the Customer Display: Initial Screen.
Transaction Code
XD03
Helpful Hints
Several match codes exist. The most commonly used in searching for a customer number is
Search per account group or Search by ship-to customers.
Restrict match code searches by entering known data in appropriate fields. If you run the
match code without any restrictions, the returned list displays only 500 entries instead of the
entire file.
Use asterisks as wildcards in all search fields.

Example: Enter *tech* in the Name field to return all customer numbers with the word Tech
in the name. The returned list would include both Technicolor and Advanced Vision
Technologies.
Searching on the Name field is often more accurate than using the Search term field. The
search term is a twenty character field but only ten characters are included in match codes.
Procedure
1.
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Customer Display: Initial Screen
2.

Field Name
Customer
R/O/C
Description
Entity to which the company sells goods or services. A

customer is signified with a unique numeric identifier and nongeneric description.
If you do not know the customer number, you can
search for it using the matchcode in the Customer
field. See the Helpful Hints section for more
information.
Example:
900055
Company code
Independent accounting unit; in most cases is a legal entity.

You can prepare a balance sheet and income statement for
each company code. Several company codes can be set up to
manage the accounts of independent companies
simultaneously.
Example:
HES1
Sales Organization

products or services and negotiating sales conditions. In SAP,
any number of distribution channels and divisions can be
assigned to a sales organization.
Example:
7210
Distribution Channel

or direct sales. Within a sales organization, in SAP, it is
Example:
01
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Field Name
Division
3.
Click
R/O/C
R
Description
SAP uses divisions to determine the sales area and the
just one division.
Example:
01
to view general data about the customer.
Display Customer: General Data (Address)
4.

Field Name
Name
R/O/C
R
Description
A word or group of words used to describe an entity.
Example:
Name
DISNEY
The customers store number may be visible on the 3 rd line of

the Name field, if available.
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Field Name
Search term 1/2
R/O/C
R
Description
Short term used for searching.
The first field contains the customer name without
spaces.
The second field contains the JBA customer number.
Example:
44BU002
5.
Street/House number
The street address and house number number of the

customer.
Postal code/City
Customers zip code and city.
Country
Customers country.
Example:
US
Region
Customers state or region.
P. O. Box
Customers post office box number, if applicable.
Postal code
A code of letters and digits added to a postal address to aid in

the sorting of mail; sometimes referred to as "zip code."
Telephone
Customers main telephone number.
Fax
Customers fax number.
Click
to view company code data.
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Display Customer: Company Code Data (Account management)
6.
Click
to view correspondence information.
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Display Customer: Company Code Data (Correspondence)
7.

Field Name
8.
R/O/C
Description
Act.clk tel.no.
Account clerks phone number.
Clerks fax
Account clerks fax number.
Clrks internet
Account clerks name.
Click
to view the sales area data.
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Display Customer: Sales Area Data (Sales)
9.

Field Name
Customer group
R/O/C
C
Description
Identifies a particular group of customers (for example,
wholesale or retail) for the purpose of pricing or generating
statistics.
For ship-to customers only.
ABC class
Is customer an EDI customer? Y for yes, N for no.

For sold-to customers only.
Price group
Grouping of price conditions for customer who share the same

pricing requirements.
Example:
Z9 (Over/Under allowances)
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Field Name
Cust.pric.proc
R/O/C
Description
Determines which pricing procedure the system applies when

you create a sales document for a customer.
Example:
1 (Standard)
10.
Click
to view partner functions.
Display Customer: Sales Area Data (Partner functions)
11.
The following are the types of partners:

Partner Function
Description
SP
Sold-to party
SH
Ship-to party
BP
Billing partner
PY
Payer
Y1
JBA Company
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12.
13.
Click
to exit this transaction.
Result
You have displayed an existing customer master in SAP/CSI.
Comments
None.
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Create Ship-To Customer
XD01
Purpose
Use this procedure to create a new ship-to customer master in SAP.
Trigger
Perform this procedure when a new ship-to location is received for a new customer not in
SAP/CSI.
Prerequisites
Search for existing customer before setting up new customer number.
Menu Path

Customer Create Complete to go to the Create Customer Initial Screen.
Transaction Code
XD01
Helpful Hints
When entering a new customers name in the customer master, follow these guidelines:
Enter the customer name as it appears on their formal purchase order form or letterhead,
using all capital letters.
Use alpha (A-Z) and numeric (0-9) characters only.
Special characters are not allowed (e.g., dashes, slashes).
Use one blank space in place of each special character.
Use AND instead of &.
Use these abbreviations following the customer name when applicable:

Abbreviation
Description
CO
Company
CORP
Corporation
INC
Incorporated
LTD
Limited
RR
Railroad
BLDG
Building
DEPT
Department
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Procedure
1.
Create Customer: Initial Screen
2.

Field Name
Account group
R/O/C
R
Description
Summary of attributes that control the creation and
maintenance of master records (such as general ledger
accounts). The account group determines which data are
required for the master records and the number range from
which you select the numbers for the master records. You
must assign each master record to an account group.
Click
Example:
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to select CSI Ship-to party.

CSI Ship-to party
112
Field Name
3.
R/O/C
Description
Company code

simultaneously.
Example:
HES1
Sales Organization

Example:
7210

Example:
01
Division

just one division.
Example:
01
Click
to enter general data about the customer.
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Create Customer: General data (Address)
4.

Field Name
Name
R/O/C
R
Description
A word or group of words used to describe an entity.
Follow the guidelines in the Helpful Hints section to
enter the customers name.
Example:
Search term 1/2
TEST SHIP-TO CUSTOMER, INC
Short term used for searching.

In the first field, enter the customer name without
spaces.
Example:
TESTSHIPTO
In the second field, enter the JBA customer number.
Example:
112287
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Field Name
R/O/C
Street/House number
Description
Enter the street address and house number of the customer.
Enter the house number in front of the street name
and leave the second field blank.
Use these abbreviations following the street name
when applicable: RR (railroad), RT (Route), ST
(Street).
Example:
333 MAIN ST
Postal code/City
Enter the customers zip code and city.

Example:
90210 BEVERLY HILLS
Country
Enter the customers country.

Example:
US
Region
Enter the customers state or region.

Example:
CA
P. O. Box
Enter the customers post office box number, if applicable.
Postal code

Enter postal code if P.O. Box was entered.
Telephone
Enter the customers telephone number.

Enter the main building telephone number.
Example:
Fax
555-432-6789
Enter the customers fax number.

Enter the main building fax number.
Example:
5.
Click
555-432-6788
in the Name section to expand the available lines.
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Create Customer: General data (Address)
6.
Enter the vendors store number in the 3rd line of the Name field.
7.
Click
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Create Customer: General Data (Marketing)
8.

Field Name
R/O/C
Regional market
9.
Click
Description
Enter N.
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Create Customer: Company Code Data (Account management)
10.
Click
to enter correspondence information.
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Create Customer: Company Code Data (Correspondence)
11.

Field Name
R/O/C
Act.clk tel.no.
Description
Account clerks phone number.
Example:
Clerks fax

Example:
Clrks internet
Click
800-444-7890

Example:
12.
800-444-7890
JOHN SMITH
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Create Customer: Sales Area Data (Sales)
13.
As required, complete/review the following field:

Field Name
Customer group
R/O/C
R
Description
Identifies a particular group of customers (for example,
wholesale or retail) for the purpose of pricing or generating
statistics.
Example:
14.
Click
63 (small enterprise)
to enter partner functions.
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Create Customer: Sales Area Data (Partner functions)
15.
Enter SH in the PF field.
16.
Enter INTERNAL in the Number field.
17.
Click
to save the new ship-to customer master.
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Create Customer: Initial Screen
The system displays the message, "Customer XXXX has been created for company code
HES1 sales area 7210 01 01.
18.
19.
Click
Result
You have created a new ship-to customer master.
Comments
You can use transaction XD02 to assign ship-to customers to existing sold-to customers. Please
refer to instruction XD02 Change Customer Master for more information.
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Change Customer
XD02
Purpose
Use this procedure to change data for an existing customer master record in SAP.
Trigger
Perform this procedure when you need to:
update or correct a customers information
add ship-to partners to a sold-to party
Prerequisites
The customer master record must already exist in SAP/CSI.
Menu Path

Customer Change XD02 - Complete to go to the Customer Change: Initial Screen.
Transaction Code
XD02
Helpful Hints
In this work instruction, we will show how to add a ship-to party to a sold-to customer master.
To update a customer master record, please refer to work instruction XD01 Create Ship-To
Customer for more information on the fields that can be changed.
Procedure
1.
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Customer Change: Initial Screen
2.

Field Name
Customer
R/O/C
Description
Entity to which the company sells goods or services. A

customer is signified with a unique numeric identifier and nongeneric description.
Enter the customer number you want to change.
Example:
Company code

simultaneously.
Example:
Sales Organization
HES1

Example:
900055
7210

Example:
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01
124
Field Name
R/O/C
Division
Description
just one division.
Example:
3.
Click
01
to enter general data about the customer.
Change Customer: General Data (Address)
4.
Click
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Change Customer: Sales Area Data (Sales)
5.
Click
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126
Change Customer: Sales Area Data (Partner functions)
6.

Field Name
7.
R/O/C
Description
PF
Type of customer.
Example:
SH (ship-to)
Number
Enter the ship-to customer number.

Example:
903566
Click
to save changes to the customer master.
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Customer Change: Initial Screen
The system displays the message, "Changes have been made.
8.
9.
Click
Result
You have changed an existing customer master.
Comments
None.
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128
Create Vendor Master
XK01
Purpose
Use this procedure to create a vendor master record.
Trigger
Perform this procedure when you have a new vendor you want to add to the system.
Prerequisites
None.
Menu Path
Select Logistics Materials Management Purchasing Master Data Vendor

Central XK01 Create to go to the Create Vendor: Initial Screen.
Transaction Code
XK01
Helpful Hints
When entering a new customers name in the customer master, follow these guidelines:
Enter the customer name as it appears on their formal purchase order form or letterhead,
using all capital letters.
Use alpha (A-Z) and numeric (0-9) characters only.
Special characters are not allowed (e.g., dashes, slashes).
Use one blank space in place of each special character.
Use AND instead of &.
Use these abbreviations following the customer name when applicable:

Abbreviation
Description
CO
Company
CORP
Corporation
INC
Incorporated
LTD
Limited
RR
Railroad
BLDG
Building
DEPT
Department
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Procedure
1.
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Create Vendor: Initial Screen
2.

Do not enter anything in the Vendor field. SAP assigns the vendor number internally.
Field Name
Company Code
R/O/C
R
Description
Code representing an independent accounting unit. This is
the lowest level at which legally required financial statements
may be prepared.
Example:
Purch. organization
A purchasing organization procures materials and services,

negotiates conditions of purchase with vendors, and bears
responsibility for such transactions.
Example:
Account group
HES1 (Technicolor Camarillo)
7220 (Technicolor MRPA)
A collection of account properties, which determine the

creation of master records. The account group determines
the data that is relevant for the master record and a number
range from which numbers are selected for the master
records.
Example:
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Z725 (Third Party Vendors)
131
The list of valid account groups is contained in the table below:

Group
Name
Z725
CSI Third Party Vendors
Z726
CSI Intracompany
Z727
CSI Ship-To
Z728
CSI Intercompany
3.
Click
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Create Vendor: Address
4.

Field Name
Name
R/O/C
R
Description
Identifies a specific vendor (either the full name of the vendor
or the permitted/mandatory abbreviations).
Follow the guidelines in the Helpful Hints section to
enter the customers name.
Example:
ENTERTAINMENT VENDORS, INC.
Search term 1/2
Searchable term describing the vendor.

In the first field, enter the vendor name without
spaces.
Example:
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ENTERTAIN
133
Field Name
R/O/C
Street/House number
Description
Enter the street address and house number of the vendor.
Enter the house number in front of the street name
and leave the second field blank.
Use these abbreviations following the street name
when applicable: RR (railroad), RT (Route), ST
(Street).
Example:
Postal code/City
Enter the vendors zip code and city.

Example:
Country
90210 BEVERLY HILLS
Sovereign domain such as Singapore.

Example:
Region
555 RODEO DRIVE
US
Code identifying the state, county, or province where a vendor

resides.
Example:
CA
P. O. Box
Enter the vendors post office box number, if applicable.
Postal code

Enter postal code if P.O. Box was entered.
Telephone
Enter the vendors telephone number.

Enter the main building telephone number.
Example:
Fax
555-383-9931
Enter the vendors fax number.

Enter the main building fax number.
Example:
5.
Click
555-383-9935
in the Name section to expand the available lines.
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Create Vendor: Address
6.
Enter the customers store number in the 3rd line of the Name field.
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7.
Click
to go to the next screen.
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Create Vendor: Control
You do not need to enter any information on this screen.
8.
Click
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Create Vendor: Payment transactions
9.
Click
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Create Vendor: Accounting information Accounting
10.
Click
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Create Vendor: Payment transactions Accounting
11.
Click
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Create Vendor: Correspondence Accounting
12.

Field Name
Act.clk tel.no.
R/O/C
O
Description
Account clerks telephone number.
Example:
Clerks fax

Example:
Clrks internet
Click
800-980-1458

Example:
13.
800-980-1457
BARBARA JONES
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Create Vendor: Purchasing data
14.

Field Name
15.
R/O/C
Description
Order currency
Currency the vendor uses.

Example:
USD (US Dollar)
GR-based inv. verif.
Select this checkbox to specify that a provision has been

made for goods-receipt-based invoice verification for a
purchase order item.
AutoEvalGRSetmt
Del.
Select this checkbox to specify that evaluated receipt

settlement (ERS) or the automatic generation of invoices
according to an invoicing plan is possible in relation to
materials supplied or services performed (respectively) with
regard to this vendor.
AutoEvalGRSetmt
Ret
Select this checkbox to Indicate that automatic evaluated

receipt settlement of return items is possible for this vendor.
Acknowledgement
reqd
Select this checkbox to ensure the purchasing document is

acknowledged by the vendor.
Click
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Create Vendor: Partner functions
16.
Review the partner functions and verify they are correct. Make sure there is a Partner Function
and Number for VN (vendor), IP (invoice presented by), and GS (goods supplier).
17.
Click
to save the vendor master.
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Create Vendor: Initial Screen
The system displays the message, Vendor XXXX has been created for company code
HES1 purchasing organization 7220.
18.
Click
19.
to exit.
Result
You have created a vendor master.
Comments
None.
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Display Vendor Master
XK03
Purpose
Use this procedure to display a vendor master record.
Trigger
Perform this procedure before creating a new vendor to avoid creating a duplicate, or to view
information on an existing vendor.
Prerequisites
None.
Menu Path
Select Logistics Materials Management Purchasing Master Data Vendor

Central XK03 Display to go to the Display Vendor: Initial Screen.
Transaction Code
XK03
Helpful Hints
None.
Procedure
1.
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Display Vendor: Initial Screen
2.

Field Name
Vendor
R/O/C
R
Description
Business partner from whom materials or services can be
procured, or partner to whom amounts are payable for goods
delivered/ services performed.
Example:
Company Code
Code representing an independent accounting unit. This is

the lowest level at which legally required financial statements
may be prepared.
Example:
Purch. Organization
HES1 (Technicolor Camarillo)
A purchasing organization procures materials and services,

negotiates conditions of purchase with vendors, and bears
responsibility for such transactions.
Example:
3.
70000379
7220 (Technicolor MRPA)
Select the following checkboxes:
Address
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4.
Correspondence
Purchasing
Partner Functions
Click
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Display Vendor: Address
5.

Field Name
Name
R/O/C
R
Description
Identifies a specific vendor (either the full name of the vendor
or the permitted/mandatory abbreviations).
Example:
ENTERTAINMENT VENDORS, INC.
The 3rd line of the Name field contains the vendors
store number.
Search term 1/2
Searchable term describing the vendor.

Example:
Street/House number
The street address and house number of the vendor.

Example:
Postal code/City
555 RODEO DRIVE
The vendors zip code and city.

Example:
Country
ENTERTAIN
90210 BEVERLY HILLS
Sovereign domain such as Singapore.

Example:
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US
148
Field Name
Region
R/O/C
Description
Code identifying the state, county, or province where a vendor

resides.
Example:
CA
P. O. Box
The vendors post office box number, if applicable.
Postal code

Telephone
The vendors telephone number.

Example:
Fax
555-383-9931
The customers fax number.

Example:
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555-383-9935
149
6.
Click
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150
Display Vendor: Correspondence Accounting
7.

Field Name
Act.clk tel.no.
R/O/C
O
Description
Account clerks telephone number.
Example:
Clerks fax

Example:
Clrks internet
Click
800-980-1458

Example:
8.
800-980-1457
BARBARA JONES
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Display Vendor: Purchasing data
9.

Field Name
10.
R/O/C
Description
Order currency
Currency the vendor uses.

Example:
USD (US Dollar)
GR-based inv. verif.
Specifies that a provision has been made for goods-receiptbased invoice verification for a purchase order item.
AutoEvalGRSetmt
Del.
Specifies that evaluated receipt settlement (ERS) or the

automatic generation of invoices according to an invoicing
plan is possible in relation to materials supplied or services
performed (respectively) with regard to this vendor.
AutoEvalGRSetmt
Ret
Indicates that automatic evaluated receipt settlement of return

items is possible for this vendor.
Acknowledgement
reqd
Ensures the purchasing document is acknowledged by the

vendor.
Click
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Display Vendor: Partner functions
11.
Review the partner functions and verify they are correct. Make sure there is a Partner Function
and Number for VN (vendor), IP (invoice presented by), and GS (goods supplier).
12.
13.
Click
to exit.
Result
You have displayed an existing vendor master record.
Comments
None.
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Change Vendor Master
XK02
Purpose
Use this procedure to change a vendors information.
Trigger
Perform this procedure when vendors record information needs to be changed.
Prerequisites
None.
Menu Path
Select the Logistics Materials Management Purchasing Master Data Vendor

Central Change to go to the Change Vendor: Initial Screen.
Transaction Code
XK02
Helpful Hints
Please refer to work instruction XK01 Create Vendor Master for more information on the fields
you can change/complete.
Procedure
The screens within this transaction refer to vendors as Vendors. Therefore, any field
labeled Vendor within the transaction is actually referring to a vendor. Thus, the changed
information will update a vendor master reference record that defines the brand name of
the product required in a design.
1.
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Change Vendor: Initial Screen
2.

Field Name
Vendor
R/O/C
R
Description
Business partner from whom materials or services can be
procured, or partner to whom amounts are payable for goods
delivered/ services performed. Examples of such
services/goods include:Goods acquired; Business services
received;The transfer of a right.
Example:
70000191
3.
Select the checkboxes of the areas to which you want to make changes.
4.
Click
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Change Vendor: Address
5.
As required, make the necessary changes. Please refer to work instruction XK01 Create
Vendor Master for more information on the available fields for change.
6.
Once you complete the edits, click
to save the changes.
The system displays the message, "Changes have been made."
7.
8.
Click
Result
You have changed a vendors information in SAP/CSI.
Comments
The vendors master record resides in the purchasing view but is not the vendor source.
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Glossary
SAP Modules
MM: Material Mgmt
SD: Sales & Distribution
PP: Production Planning
AcceleratedSAP (ASAP): implementation methodology, which seeks to standardize and

expedite a typical SAP R/3 implementation.
Advanced Business Application Programming (ABAP): set of 4th generation development
tools to facilitate implementation of client/server applications, enhance
delivered apps or modify standard SAP modules.
Application Link Enabling (ALE): supports multiple distributed R/3 systems that could be
installed in separate physical locations.
application modules: programs that support all of a companys business transactions and are
integrated interactively to share related data.
application server: centralized or department server that has several or all the application
modules installed and support several user workstations. It may also serve as a
print spooler or gateway for communication between other servers.
Available To Promise (ATP)
Basis System: guarantees all application modules are integrated and platform independent.
Includes client/server architecture, application architecture and system
communications.
Bill of Material (BOM)
Business Application Programming Interfaces (BAPI): language-independent interfaces to
provide stable, standardized method for third-party applications and the SAP
modules to integrate.
Business Framework: the future strategic direction for the R/3 products, which allows for
dynamic reconfiguration, reduced time for employment, etc.
Business objects: customer orders, a vendor record, an employee report, etc.
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Client: A logical grouping of legal, organizational, geographic, business, and/or administrative

units. The highest organizational unit
Client/server architecture: principle of distributed processing that utilizes presentation,
application and database servers.
Company Code: A legally independent unit within a client that prepares its own balance sheet.
The central organizational unit in financial accounting
Database server: central computer primarily responsible for all database exchanges.
Electronic Data Interchange (EDI): used to communicate with business partners such as
vendors, customers, banks, etc. See IDOC.
Graphical User Interface (GUI)
Intermediate Document (IDOC): temporary structures for EDI interfaces prior to conversion to
EDI message to be sent to and from an external business partner.
Implementation Guide (IMG): an interactive model to help map business requirements to
specific needs, handles automatic creation of recommendations for organizing
and implementing the project.
Just-In-Time (JIT): see Kanban
Kanban: from the Japanese term for cards used in controlling inventory. Supports just-in-time or
small inventories. There are no safety stock levels.
Logistics (LO): tools and reports to analyze/manage the status, and make forecasts about, the
supply chain. Includes engineering change management, environment, health
and safety, forecasting, etc.
Material Management (MM): supports procurement and inventory functions for day-to-day
business including inventory management, vendor evaluation, warehouse
management, invoice verification, etc. Activities that center around a "plant" or
other physical location.
Material Requirement Planning (MRP): plan and control inventory.
Matchcode: When entering data, you may not know a field value and will need a list of values or
a matchcode to assist you. A matchcode is a tool used in searching for data
records, which are stored in the system. When you use a matchcode, you do
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158
not need to enter information in every search term. Each matchcode has its
own matchcode ID.
Object Linking and Embedding (OLE): provides integration of various personal computer
products such as MS Word, Excel and Access.
Plant: An operating unit concerned with production and planning or a combination of locations
with material stocks. The central organizational unit in materials management
Presentation server: individual workstation or personal computer that displays (presents) the
icon or graphical user interface (GUI) for logging onto the R/3 system.
Operating systems supported include Windows, WIN NT, OSF/Motif, OS/2, PM
and Macintosh.
Production Planning (PP): supports manufacturing activities such as repetitive manufacturing,
work centers, routing, bills of material (BOM), sales and operations planning
(SOP), Kanban, production orders, etc.
Purchase Order (PO)
Purchasing Organization: Organizational unit that procures material or services and negotiates
purchasing conditions with vendors. Responsible for procuring materials and
services for its assigned plants. Uniquely allocated to one company code
Purchasing Group: Individual or group of buyers responsible for operational tasks for a specific
range of materials
SAP R/3: open client/server software system designed to manage business information needs of
a company. The "R" in R/3 stands for real time. SAP stands for Systems,
Applications and Products in Data Processing. The R/2 system supported
mainframe applications.
SAPPHIRE: SAP Perennial Highly Integrated R/2-R/3 Exchange: forum for SAP North American
customers, partners and SAP personnel to exchange experiences and
participate in educational programs.
Storage Location: The total of all storage bins in a plant that are managed together. May be a
warehouse, storeroom, or a specific location within a warehouse or storeroom.
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Sap MM Master Data Work Instructions For Key Users

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Master Data Course

This course is designed to provide a comprehensive

Master Data Course

Display Material Master Record

Select Logistics Production Master Data Material Master Material Display

Material type description

CSI PMG Dry Goods

CSI Finished Goods

CSI Non PMG Dry Goods

CSI Semi-finished Good

CSI Raw materials

Master Data Course

Start the transaction using the menu path or transaction code.

Master Data Course

Display Material (Initial Screen)

As required, complete the following field:

Master Data Course

to the left of the select view(s) to be

Master Data Course

As required, complete the following fields:

Code identifying an organizational unit seen as central to the

An organizational unit facilitating differentiation between the

An organizational unit responsible for distributing certain

7210 (Technicolor US)

The way in which products or services reach the customer.

0100 (Main Storage)

Master Data Course

Display Material XXXX (CSI Finished Goods)

. The Class Type (1)

Master Data Course

X Entries Found dialog box appears.

Class Type (1)

Double-click Material class 001.

Master Data Course

to proceed to the Display Material XXXX (CSI Finished Goods) screen.

Master Data Course

Display Material XXXX (CSI Finished Goods)

Master Data Course

Display Material XXXX (CSI Finished Goods)

As required, review the following fields:

Base Unit of Measure

Buyer or group of buyers responsible for purchasing activities.

Controller or group of controllers responsible for planning

Determines whether and how the material is planned.

Determines which lot-sizing procedure SAP/CSI uses within

Master Data Course

EX (Lot-for-lot order quantity)

Master Data Course

Display Material XXXX (CSI Finished Goods)

As required, review the following fields:

Prod. stor. location

In the case of a material produced in-house, this is the key of

Number of workdays required after receipt of the material for

Specifies the time in workdays needed to produce the material

X (in-house production and external

Determines the floats required for scheduling an order.

Master Data Course

Master Data Course

Display Material XXXX (CSI Finished Goods)

As required, review the following fields:

Groups all the planning strategies that can be used for a

Bwd consumption per.

Determines the consumption period (in workdays) for