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Guide To Planning Materials Sap PM PDF
Guide To Planning Materials Sap PM PDF
Contents
SAP PM – Guide to Planning Materials ....................................................................................................................... 1
Overview: ............................................................................................................................................................. 2
Guide to Planning Materials ......................................................................................................................................... 2
Ordering Materials – Using Match Code Search .................................................................................................. 2
Ordering Materials – Using a BOM...................................................................................................................... 6
Ordering Materials – Using Material Shopping Cart (MSC)................................................................................ 7
Ordering Materials – Repairable Spares ............................................................................................................... 9
Ordering Materials – Exchange Components ..................................................................................................... 12
Ordering Materials – Remanufactured................................................................................................................ 13
Ordering Materials – Direct Purchase................................................................................................................. 15
Ordering Materials – Warranty Consideration ................................................................................................... 18
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SAP PM – Guide to Planning Materials
Overview:
The intent of this document is to outline the different scenarios where maintenance plans material or service
resources from a Maintenance Work Order. Certain criteria such as a type of material or warranty considerations
may determine how these materials are planned and reduce the confusion and rework during the integration
between Maintenance and Supply Chain.
As all of the Planning for these resources are carried out from the Operations or Components Tab of the Work
Order and basic training has been carried out this outline will assume the user can navigate to a work order and to
the appropriate tab to reduce the amount of screenshots and focus on the specific process.
The user should investigate each but this document will only focus on three different search options.
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SAP PM – Guide to Planning Materials
This search is helpful when the user knows the Old Ellipse Stock Code Number. You can simply enter the Old
Stock Code Number in the Old Material Number Field and Press Enter. Note that this search is not Plant Specific so
you will need to validate where the material is stored.
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SAP PM – Guide to Planning Materials
This search is helpful when the user is not sure of the manufacture, part number, old stock code or any other
relevant information that could help narrow the search. The search is carried out for the Plant and a single or
multiple words. The key to searching by Description is the use of the Asterisk *. Additionally the user should avoid
searching in a Plural form. For Example:
• Use *Filter*Air*
• Don’t Use Air Filters
Choosing to search without * at either end will greatly reduce your chances of finding materials and removing the
“S” from the end of the search and replacing with the * will find the text string regardless of whether it is included
in the description or not.
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SAP PM – Guide to Planning Materials
Note: If you don’t find what you were looking for try Reversing the Order of the Words in the Text.
This search is helpful when the user knows the Part Number or a Partial Part Number. The search is also specific to
the Plant so the results are more specific. Note: Using a partial part number search with the * is beneficial as the
user does not know which part number below was entered in the system:
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SAP PM – Guide to Planning Materials
• 7Y 0725
• 7Y-0725
• 7Y0725
Searching 7Y* will return the best results regardless of the entry.
Note: All of the results begin with 7Y and all belong to Plant 1100.
• Pink Colored Items are the Materials and are the only numbers that can be ordered.
• The “Levels Above” Button is available for Drilling Upward in the Structure
• Select the Material by Clicking Once on the Material to highlight it, or
o Hold the CTRL button on your keyboard while selecting multiple numbers, or
o Hold the SHIFT button on your keyboard while selecting a Range of numbers
• Click the Green Check when you have selected all the materials you want
• If an individual material is needed you can double click on the number
To start the search, enter the description you want to search for and click enter or the Search Button.
Double Click on the Material you want and either perform another search, find another material with the same
description or transfer the material numbers in the shopping cart to the work order. See below for additional notes
on this search.
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SAP PM – Guide to Planning Materials
Selected Items will start listing the lower left section of the shopping cart.
Scroll right in the Search list will show how many items are in stock, the moving average price and the material
long text.
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SAP PM – Guide to Planning Materials
Once you have selected all of the items you want click the button in the upper left section of the
shopping cart and all the materials will be transferred to the work order.
• NEW – Used to identify inventory for items that are new and have not been repaired and available for
consumption
• REP – Used to identify inventory for items that have been repaired and are available for consumption
• DAM – Used to identify inventory for items that have been used and need to be repaired. These items are
only available for consumption by a PM03 Refurbishment Order for internal Repair or must be repaired
externally.
The process begins with the user entering the stock code and quantity and clicking enter.
The user receives a message that they must enter a valuation type in the Batch Field. Click Enter to confirm.
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SAP PM – Guide to Planning Materials
The user receives a message to complete all required fields. Click enter
Using the Store Location match code search, select the Store location. In this case MAIN where inventory is
available.
Use the Match Code Search for Batch. The system should automatically search for Batches for Plant Material and
default the Material Number and Plant Number. Click Enter.
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Once the user returns to the Component Detail Screen Click Enter.
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Once the Repair has been made the damaged item must be returned back to inventory. Create a second line with the
same information as the first Component except change the Batch to DAM and use a Quantity of -1. Click enter to
continue.
The screen will update. Save the Order and return the material to the warehouse.
Enter the stock code, required quantity, item category N, Store Location and Batch value “EXCH”.
The user is then prompted to complete the Requisition Screen. Ensure the Purchasing Group, Purchasing Org,
Goods Recipient, Requisitioner and Unloading Point has been filled out and click enter.
Leave the Part number field blank. You will receive a warning, just click enter.
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The user is then returned to the Components screen to finish planning the order.
The process begins with the user entering the stock code and quantity and clicking enter.
The user receives a message asking the user to enter a valuation for the material. Click enter.
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Enter the Store Location from the Match Code Search. In the Match Code search for Batch, select the REMAN
item and click enter on the Component Detail Screen.
Enter a second line for the same Component, quantity, store location and enter “COR” in the Batch Field. Click
Enter.
This process allows the warehouse to identify where the Core is coming from and enables them to apply the credit
back to the originating work order once the vendor receives a good core back. Save the work order.
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Ordering Materials – Direct Purchase
When materials are required that are not managed using a Stock Code a Direct Purchase Requisition can be created
to start the purchasing process.
The user starts the process by entering a description, Requirement Quantity, Unit of Measure and Item Category N.
Press Enter.
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To find the G/L Code use the Match Code Search. Use the Cost Element in Chart of Accounts Search help. Use
1000 for Nevada and click enter.
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To Search for a Vendor use the Match Code Search. Enter a Partial name with * on either side and your Company
Code. Click Enter.
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Note that Some G/L Codes are Mapped to Cost Elements but Not All. If a Combination has been selected different
to the Mapped combination then you will receive a prompt. Select Yes to continue.
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