Serialization Process and options!

In this document I will be discussing the automatic serializing of a material, while Goods
Receipt.

Consider material 757, which has been assigned Serial No Profile = PM.

In the serial no profile, we have 2 settings for “Equipment Requirement”.

 Proposal: w/o equipment

 Always with equipment

For the above serial no profile PM, Equipment requirement is defined as “Without
Equipment”.

So the common expectation would be that when we do GR of this material, serial no will be
automatically created. And the equipment no will not be generated because of “without
equipment” definition.
Doing GR for 757, using 501 movement type. (Using 501, to avoid PR, PO process)

Since the Material Master 757 has been assigned with a serial no profile, all stock  of 757 is
supposed to be serialized on GR. Therefore, when we add 757 in MIGO, a serial no tab
automatically appears.
Serial number can be mentioned manually, as well as automatically by checking the check
box.

Check the serial numbers created for material 757 in IQ08.

We can see that serial no 1 to 5 has been created and also equipment numbers 10005707 to
10005711 has been created automatically.

So point to be noted here is that, on GR serial no is created and also EQUIPMENT NO

is created, contrary to the expectation of “no equipment would be created”.

However, if we try to open eq master in IE02, the equipment doesn’t exist.

Here, we need to do something called as “Activation of Equipment View”. Only then we can
access eq master in IE02.

Double click the equipment no in the IQ08 screen.

We can see that Equipment field in the above screen is still empty.

Now click the “Equipment View” (activate) button.

On pressing the “Activate Eq View” button, we get this screen. Now the eq no is shown as
10005707. This means that the eq view has been created for this serialized material (serial no
5 for material 757).

Just Save and the equipment view will be saved.

Now go to IE02 for eq 10005707. Equipment master is now available and can be accessed.

So the meaning of Setting “Eq Requirement = Without Equipment” is that:

 Equipment number will be automatically created, along with serial no, on doing
GR.
 Equipment master is still not accessible in IE02, till the equipment view is
activated manually.
Further if Eq Req = Always with equipment.

In this case, the process is exactly same, only difference being that we do not need to activate
the equipment view, since it is already activated.

On GR

IE02: 10005713

Further point to be noted is that in both cases Equipment status is ESTO. (Equipment in
stores)

Business meaning of ESTO is that, this material 758 serial no 2 is inventoried in store. And
for using this material as an equipment, the status of the equipment should be AVLB. For
doing this the material should be Goods Issued from stores to the required cost center
(Account assignment cost center).
Doing GI, for the material 758, serial no 2 for cost center 1000.

After GI of serialized material:

 From Inventory side: Material stock will be issued and stock in MMBE will reduce by
1
 From PM side: Equipment which was earlier lying in stores, has been issued and is
now AVAILABLE (AVLB) for installation.

Further, we need to maintain the Organizational data of this equipment manually, by

maintaining plant, cost center, planning plant and work center.

Final Take Away:

1. 1. So the meaning of Setting “Eq Requirement = Without Equipment” is that:

o Equipment number will be automatically created, along with serial no, on
doing GR.
o Equipment master is still not accessible in IE02, till the equipment view is
activated manually.
2. 2. In both cases (with and w/o eq) equipment status will be ESTO. For using this
equipment, this serialized material has to be Goods Issued to required cost
center. On GI, eq status changes to AVLB
3. 3. In both cases, we need to maintain the Organizational data manually for the
equipment.

Custo
In R/3

Plant Maintenance and Customer Service->Technical Objects->Serial Number Management

->Define Serial Number Profiles

->Define Serialization Attributes for Movement Types

Serial number profile

Follow the Menu Path: IMG > Plant Maintenance and customer services > Master Data in
Plant maintenance and customer service > Technical objects > Serial number management >
Define serial number profiles

 Make sure to select the serialization procedures applicable to the serial number profile
(MMSL - for goods receipt)

Indicating the assignment of serial number as mandatory, optional.

Assignment of serial number to equipment master record. (01 w/o equip or 2 w/equipment
master) Note: - This setting can NOT be changed later.

Make sure and include the serial number profile in Material Master, in the material master
storage 2 view. Also indicate the serialization level next to the serial number profile. (1 - has
to be assigned)

Define Serialization Attributes for Movement types

IMG > Plant Maintenance and customer services > Master Data in Plant maintenance and
customer service > Technical objects > Serial number management > Define serialization
Attributes for movement types

Define Flow Type Groups - Make sure to include MMSL

Assignment of Movement Type Group to Movement type - Assign the key mentioned under
in the previous setting. E.g. key 561 maintained in the previous setting. By this that procedure
and serial number creation control will be more specific to movement type

You have to create a serial number profile and maintain the default equipment category for
this profile and assign this profile to the material. Do all the necessary serial number
management configurations.

Create PO with the material for which u have assigned the serial no profile and then do the
GR.