KEY CONFIGURATIONS 1 2 3 4

Enterprise Structure Creation

Create Company
Create Company Code
Assign Company Code to Company
Create Plant
Assign Plant to Company Code
Create Storage Location
Create Purchasing Organization
Assign Purchasing Organization to Company Code
Assign Purchasing Organization to Plant
Create Purchasing Group
Basic FICO configuration related
Maintain Fiscal year variant
Assign Fiscal Year Variant to Co Code
Material Ledger creation and Activation
Define Material Ledger Type
Assign Material Ledger Type to Val. Area, CoCode
Activation of Material Ledger
Test run for Plant Activation & Set Plant Productive
 Material Master Creation &related Configurations
Create Material Types
Create Number Ranges for Material Types
Create Industry Sectors
Create Material Groups
Purchasing Value Keys
Terms of payment
Check Incoterms
Define Incoterm Versions
Map Incoterms to Versions
Account assignment categories
Vendor Master Creation & Related Configurations:
Define Supplier / Vendor Account Group
Define & Assign NR for Supplier / Vendor Master Record
Assign NR for Vendor Account Groups (Financial Accounting)

Define BP Number Ranges

Define BP Grouping and Assign Number Ranges
Define Partner Roles
Define Permissible Partner Roles per Account Group
Define Partner Schemas
 Assign Partner Schemas to Account Groups
Automatic Account Determination:
Account Category Reference
Valuation Classes
Assign Account category reference to Material type
Define Account Grouping for Movement Types
Group Together Valuation Areas
(Valuation grouping code / Valuation Modifier)
Assign your G/L accounts with transaction event keys
Request For Quotation:
Define custom doc type
Number ranges - internal/externa;l
Field Selection - Optional / Required / display
Item interval gap
Request For Quotation Testing:
Purchase Info Records
Define Number Ranges
Define Screen Layout
Purchase Info Records Testing:
Source List Testing:
 Contracts / Outline Agreements:
Define custom doc type
Number ranges - internal/externa;l
Field Selection - Optional / Required / display
Item interval gap
Scheduling Agreements:
Define custom doc type
Number ranges - internal/externa;l
Field Selection - Optional / Required / display
Item interval gap
Scheduling Agreements: Testing
Purchase Requisition Configurations:
Define Purchase Requisition Document type
Define Screen Layout at Document Level
Define Number Ranges
Assign Doc type, Number range, Screen layout at document level & item
number interval
Purchase Requisition Testing:
Purchase Order Configurations:
Define Purchase Requisition Document type
Define Screen Layout at Document Level
 Define Number Ranges
Assign Doc type, Number range, Screen layout at document level & item
number interval
Purchase Requisition Testing:
Release Procedure (PR):
Create /Edit characteristics
Edit Classes
Set Up Procedure with Classification
1. Release Groups
Set Up Procedure with Classification
2. Release Codes
Set Up Procedure with Classification
3. Release Indicators
Set Up Procedure with Classification
4. Release Strategies
Set Up Procedure with Classification
5. Workflow
Maintain Strategies
Release Procedure (PO):
Create /Edit characteristics
Edit Classes
Set Up Procedure with Classification
1. Release Groups
Set Up Procedure with Classification
2. Release Codes
Set Up Procedure with Classification
3. Release Indicators
Set Up Procedure with Classification
4. Release Strategies
Set Up Procedure with Classification
5. Workflow
Maintain Strategies
PO Scenarios Testing
Return PO
Free item PO
Return to vendor
Freight PO
Deletion PO
Hold PO
Inventory Management:
Goods receipt w.r.t. PO -- Vendor
Goods receipt w.r.t. Prod. Order -- Manufacturing
Goods Issue for Production orders
Goods Issue for Sales orders
Transafer Posting From Plant A to Plant B
Transafer Posting From S. Loc A to S. Loc B
Stock type Transfer Un restricted stock type
Stock type Transfer Blocked
Stock type Transfer Quality inspection
Logistics invoice verification
Invoice verification / IR
Credit Memo
Subsequent debit memo
Subsequent Credit memo
3 Way match
Invoice Blocking
How to release blocked invoice
Hold/park invoice
Special Procurements
Subcontracting process
Pipe line procurement process
 Service procurement process
Third party
Returnable transport packaging
STO Configurations (Intra STO)
Create material in both plants
Sales view maintenance are mandatory in supplying
Create Customer with supplying plant and company code detials
Define shipping data for both plants
Configure Delivery type and checking rule for supplying plant
Assign one step procedure for STO setup
Assign shipping point to the supplying
STO Configurations (Inter STO)
Create material in both plants
Sales view maintenance are mandatory in supplying
Create Customer with supplying plant and company code detials
Define shipping data for both plants
Configure Delivery type and checking rule for supplying plant
Assign one step procedure for STO setup
Assign shipping point to the supplying
Pricing Procedures
 Define the consition types
Define calculation schema
Determine the schema group
Define access
Condition records
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S.NO TEAM MEMBERS TARGET DATES

1 NIKIL DOLAS 7/4/2023 Enterprise Structure

Creation

Material Ledger
2 RASHEED 8/4/2023 creation and
Activation

3 RINI
Vendor Master
9/4/2023 Creation & Related
Configurations:
4 REENA

Request For
5 SADHANA/DHRUV JOSHI 10/4/2023
Quotation:

Purchase Info
6 MONIKA/JOSHI 11/4/2023
Records

7 MALLIKARJUN / ROHIT SINHA 12/4/2023 Contracts / Outline

Agreements:

Purchase Requisition
8 POONAM/ AKSHAT VAISH 13/04/2023
Configurations:

9 HARSH 14/04/2023 Release Procedure

(PR):

10
DHANANJA MISHRA/ alok 15/04/2023
kumar PO Scenarios Testing

Inventory
11 sandhya / SOUMYA 19/04/2023
Management:
 Logistics invoice
12 udayan / kuldeep 20/04/2023
verification

13 revan / RASHEED 21/04/2023 Special

Procurements

STO Configurations
14 kalinga kesari/ radhika 22/04/2023
(Intra STO)

15 SHEERJA / nikil / TARUN 23/04/2023 Pricing Procedures

16

17

18

19

20
Basic FICO configuration
related

Material Master Creation

&related Configurations

Automatic Account
Determination:

Request For Quotation

Testing:

Purchase Info Records

Source List Testing:
Testing:

Scheduling
Scheduling Agreements:
Agreements: Testing

Purchase
Purchase Requisition Purchase Order
Requisition
Testing: Configurations:
Testing:

Release Procedure (PO):

STO Configurations
(Inter STO)