Imlementation Hand Book

CONFIGURATION DOCUMENT
MATERIALS MANAGEMENT
DODLA DAIRY LIMITED

Hyderabad, India
HYDERABAD, INDIA
© 2019 Zensar Technologies Limited Page 1 of 105

Document Control
Compliance Status : Mandatory
Security Classification : Company Restricted
Issue Date : 20 March, 2019
Document Status : Draft, Revised Final
Prepared by : Maheshraju Suraparaju
Authorized by : Rama Krishna Avirneni
Distribution : Dodla Dairy Limited
Document History : V1.0

Table of Contents
1 Purpose ......................................................................................................................... 5
2 Enterprise Structure .................................................................................................... 5

2.1 Define valuation level ..................................................................................................... 5
2.2 Define Plant.................................................................................................................... 6
2.3 Define Storage Location ................................................................................................ 7
2.4 Maintain Purchase Organization.................................................................................... 9
3 Enterprise Structure Assignments .......................................................................... 10

3.1 Assign Plant to Company Code ................................................................................... 10
3.2 Assign purchasing organization to company code ...................................................... 11
3.3 Assign purchasing organization to Plant ..................................................................... 12
3.4 Assign standard purchasing organization to plant....................................................... 13
4 General Logistics ....................................................................................................... 14

4.1 Assign Fields to Fields Selection Groups .................................................................... 14
4.2 Maintain Field Selection for Data Screens .................................................................. 15
4.3 Maintain Company Codes for Materials Management ................................................ 17
4.4 Define Attributes of Material Types ............................................................................. 18
4.5 Define Number Ranges for each material types ......................................................... 20
4.6 Define Attributes of system messages ........................................................................ 21
4.7 Define Material Groups ................................................................................................ 22
4.8 Define External Material Groups.................................................................................. 23
5 Materials Management – Purchasing....................................................................... 24

5.1 Define Attributes of System Message ......................................................................... 24
5.2 Define Purchasing Value Keys .................................................................................... 26
5.3 Entry Aids for Items without a Material Master ............................................................ 28
5.4 Create Purchasing Groups .......................................................................................... 29
5.5 Request for Quotation .................................................................................................. 30
5.5.1 Define Document Types (RFQ/Quotation) ............................................................... 30
5.5.2 Define Text Types for Header Texts (RFQ/Quotations)........................................... 31
5.5.3 Define copying rules for Header Texts (RFQ/ Quotations) ...................................... 32
5.6 Purchase Requisitions ................................................................................................. 33
5.6.1 Define document types (Purchase Requisitions) ..................................................... 33
5.6.2 Release Procedure with Classification (Purchase Requisitions) ............................. 35
5.7 Purchase Orders .......................................................................................................... 40
5.7.1 Define Number Ranges (Purchase Orders) ............................................................. 40
5.7.2 Define Document types (Purchase Orders) ............................................................. 41
5.7.3 Set Tolerance Limits for Price Variance ................................................................... 42
5.7.4 Release Procedure for Purchase Orders ................................................................. 44
5.7.5 Define Screen Layout at Document Level ................................................................ 50
5.7.6 Define Text Types for Header Texts (Purchase Orders) ......................................... 52
5.7.7 Define copying rules for Header Texts (Purchase Order) ........................................ 53
5.7.8 Define Text Types for Item Texts (Purchase Orders) .............................................. 54
5.7.9 Define copying rules for Item Texts (Purchase Order) ............................................. 55
5.8 Contracts ...................................................................................................................... 56
5.8.1 Define Document Types (Contracts) ........................................................................ 56
5.8.2 Define Text Types for Header Texts ........................................................................ 57

5.8.3 Define Copying Rules for Header Texts ................................................................... 58
5.8.4 Define Text Types for Item Texts ............................................................................. 59
5.8.5 Define Copying Rules for Item Texts........................................................................ 60
5.9 Price Determination Process ....................................................................................... 61
5.9.1 Define Access Sequence ......................................................................................... 61
5.9.2 Define Condition Types ............................................................................................ 62
5.9.3 Define Pricing Procedures ........................................................................................ 65
5.9.4 Define Schema Groups ............................................................................................ 66
5.9.5 Define Schema Determination ................................................................................. 68
5.9.6 Define Transaction/Event Keys ................................................................................ 70
5.9.7 Maintain Condition Tables ........................................................................................ 73
5.10 Version Management ................................................................................................... 75
5.10.1 Set Up Version Management for External Purchasing Documents ......................... 75
5.10.2 Define Reasons for Change ..................................................................................... 77
5.10.3 Set Up Change Displays .......................................................................................... 78
5.11 Supplier Evaluation ...................................................................................................... 79
5.11.1 Determine Criterion................................................................................................... 79
5.11.2 Define Weighting Keys ............................................................................................. 80
5.11.3 Define Criteria ........................................................................................................... 81
5.11.4 Define Scope of List.................................................................................................. 82
5.11.5 Maintain Purchasing Organization Data ................................................................... 83
5.12 Set up Stock Transport Order ...................................................................................... 85
5.12.1 Define Shipping Data for Plants ............................................................................... 85
5.12.2 Create Checking Rule .............................................................................................. 87
5.12.3 Define Checking Rule ............................................................................................... 88
5.12.4 Configure Delivery Type & Availability Check Procedure by Plant .......................... 90
6 Inventory Management and Physical Inventory ..................................................... 91

6.1 Plant Parameters ......................................................................................................... 91
6.2 Number Assignment .................................................................................................... 93
6.2.1 Define Number Assignment for Accounting Documents .......................................... 93
6.2.2 Define Number Assignment for Material and Phys. Inv. Docs ................................. 98
6.2.3 Define Number Assignment for Reservations .......................................................... 99
6.3 Field Selection for Goods Movements Initial/Header Screens .................................. 100
7 Valuation and Account Assignment ...................................................................... 101

7.1 Define Price Control for Material Types..................................................................... 101
7.2 Account Determination............................................................................................... 102

1 Purpose
The purpose of this document is to detail the configuration settings carried out in the Dodla
Dairy Limited Development client, to meet the business process requirements detailed in
Business Blue Print Document.
2 Enterprise Structure
2.1 Define valuation level
Short Description: Define Valuation Level

Menu Path: SAP Customizing Implementation Guide → Enterprise
Structure → Definition → Logistics general → Define
Valuation Level
Transaction Code: OX14

2.2 Define Plant
Short Description: Define Plant

Structure → Definition → Logistics general → Define, copy,
delete, check plant
Transaction Code: EC02

2.3 Define Storage Location
Short Description: Define Storage Location

Structure → Definition → Materials Management →
Maintain Storage Location
Transaction Code: OX09

2.4 Maintain Purchase Organization
Short Description: Maintain Purchase Organization

Structure → Definition → Materials Management à
Maintain Purchasing Organization
Transaction Code: SPRO

3 Enterprise Structure Assignments
3.1 Assign Plant to Company Code
Short Description: Assign Plant to Company Code

Structure → Assignment → Logistics general → Assign
Plant to Company Code

3.2 Assign purchasing organization to company code
Short Description: Assign Purchasing Organization to Company Code

purchasing organization to company code

3.3 Assign purchasing organization to Plant
Short Description: Assign Purchasing Organization to Plant

purchasing organization to Plant

3.4 Assign standard purchasing organization to plant
Short Description: Assign standard purchasing organization to Plant

standard purchasing organization to plant

4 General Logistics
4.1 Assign Fields to Fields Selection Groups
Short Description: Assign fields to fields selection group

Menu Path: SAP Customizing Implementation Guide → Logistics – General
→ Material Master → Field Selection →Assign Fields to Fields
Selection Groups
Transaction Code: OMSR

4.2 Maintain Field Selection for Data Screens
Short Description: Maintain field selection to Data screens

Menu Path: SAP Customizing Implementation Guide → Logistics - General
→ Material Master → Field Selection → Maintain Field Selection
for Data Screens
Transaction Code: OMS9

4.3 Maintain Company Codes for Materials Management
Short Description: Maintain Company Codes for materials Management

→ Material Master à Basic Settings → Maintain Company
Codes for Materials Management
Transaction Code: OMSY

4.4 Define Attributes of Material Types
Short Description: Define Attributes of Material Types

→ Material Master → Basic Settings → Material Types →
Define Attributes of Material Types
Transaction Code: OMS2

4.5 Define Number Ranges for each material types
Short Description: Define Number Ranges for each Material Types
→ Material Master → Basic Settings→ Material Types →Define
Number Ranges for each Material Types
Transaction Code: MMNR

4.6 Define Attributes of system messages
Short Description: Define Attributes of System messages

→ Material Master → Basic Settings → Define Attributes of
system messages
Transaction Code: OMT4

4.7 Define Material Groups
Short Description: Define Material Groups

→ Material Master → Settings for Key Fields → Define Material
Groups
Transaction Code: OMSF

4.8 Define External Material Groups
Short Description: Define External Material Groups

→ Material Master → Settings for Key Fields → Define External
Material Groups

5 Materials Management – Purchasing
5.1 Define Attributes of System Message
Short Description: Define Attributes of System Message

Menu Path: SAP Customizing Implementation Guide → Materials
Management → Purchasing → Environment Data → Define
Attributes of System Messages

5.2 Define Purchasing Value Keys
Short Description: Define Purchasing Value Keys

Management → Purchasing → Material Master → Define
Purchasing Value Key

5.3 Entry Aids for Items without a Material Master
Short Description: Entry Aids for Items without a Material Master

Management → Purchasing → Material Master → Entry Aids for
Items Without a Material Master

5.4 Create Purchasing Groups
Short Description: Create Purchasing Groups

Management → Purchasing → Create Purchasing Groups

5.5 Request for Quotation
5.5.1 Define Document Types (RFQ/Quotation)
Short Description: Define Document Types (RFQ/Quotation)
Management → Purchasing → RFQ/ Quotation → Define
Document Types

5.5.2 Define Text Types for Header Texts (RFQ/Quotations)
Short Description: Define Text Types for Header Texts (RFQ/Quotations)

Management → Purchasing → RFQ /Quotations → Define Text
Types for Header Texts

5.5.3 Define copying rules for Header Texts (RFQ/ Quotations)
Short Description: Define copying rules for Header Texts (RFQ/ Quotations)
Management → Purchasing → RFQ / Quotations → Define
copying rules for Line Texts (RFQ/Quotations)

5.6 Purchase Requisitions
5.6.1 Define document types (Purchase Requisitions)
Short Description: Define document types (Purchase Requisitions)

Management → Purchasing → Purchase Requisitions → Define
document types (Purchase Requisitions)

5.6.2 Release Procedure with Classification (Purchase Requisitions)
Short Description: Release Procedure with Classification (Purchase Requisitions)

Management → Purchasing → Purchase Requisitions →
Release Procedure → Procedure with Classification → Set Up
Procedure with Classification

5.7 Purchase Orders
5.7.1 Define Number Ranges (Purchase Orders)
Short Description: Define Number Ranges (Purchase Orders)
Management → Purchasing → Purchase order → Define
Number Ranges
Transaction Code: OMH6

5.7.2 Define Document types (Purchase Orders)
Short Description: Define Document types (Purchase Orders)

Management → Purchasing → Purchase Orders → Define
document type

5.7.3 Set Tolerance Limits for Price Variance
Short Description: Set Tolerance Limits for Price Variance

Management → Purchasing → Purchase order → Set
Tolerance Limits for Price Variance

5.7.4 Release Procedure for Purchase Orders
Short Description: Release Procedure for Purchase Orders

Management → Purchasing → Purchase Order → Release
Procedure for Purchase Order
Transaction Code: CT04

5.7.5 Define Screen Layout at Document Level
Short Description: Define Screen Layout at Document Level

Screen Layout at Document Level

5.7.6 Define Text Types for Header Texts (Purchase Orders)
Short Description: Define Text Types for Header Texts (Purchase Orders)
Management → Purchasing → Purchase Order → Define Text
Types for Header Texts

5.7.7 Define copying rules for Header Texts (Purchase Order)
Short Description: Define copying rules for Header Texts (Purchase Order)
copying rules for Header Texts

5.7.8 Define Text Types for Item Texts (Purchase Orders)
Short Description: Define Text Types for Item Texts (Purchase Orders)
Management → Purchasing → Purchase Order → Define Text
Types for Item Texts

5.7.9 Define copying rules for Item Texts (Purchase Order)
Short Description: Define copying rules for Item Texts (Purchase Order)
copying rules for Item Texts

5.8 Contracts
5.8.1 Define Document Types (Contracts)
Short Description: Define Document Types (Contracts)

Management → Purchasing → Contracts → Define Document
Types
Transaction Code: OMH6

5.8.2 Define Text Types for Header Texts
Short Description: Define Text Types for Header Texts

Management → Purchasing → Contracts → Texts for
Contracts → Define Text Types for Header Texts

5.8.3 Define Copying Rules for Header Texts
Short Description: Define Copying Rules for Header Texts

Management → Purchasing → Contracts → Texts for Contracts
→ Define copying rules for Header Texts

5.8.4 Define Text Types for Item Texts
Short Description: Define Text Types for Item Texts

Contracts → Define Text Types for Item Texts

5.8.5 Define Copying Rules for Item Texts
Short Description: Define Copying Rules for Item Texts

Contracts → Define Copying Rules for Item Texts

5.9 Price Determination Process
5.9.1 Define Access Sequence
Short Description: Define Access Sequence

Management → Purchasing
→ Conditions → Define Price Determination Process → Define
Access Sequence

5.9.2 Define Condition Types
Short Description: Define Condition Types

Management → Purchasing → Conditions → Define Price
Determination Process → Define Condition Types
Transaction Code: M/06

5.9.3 Define Pricing Procedures
Short Description: Define Pricing Procedures

Determination Process → Define Pricing Procedures

5.9.4 Define Schema Groups
Short Description: Define Schema Groups

Determination Process → Define Schema Groups

5.9.5 Define Schema Determination
Short Description: Define Schema Determination

Determination Process → Define Schema Determination

5.9.6 Define Transaction/Event Keys
Short Description: Define Transaction/Event Keys

Determination Process → Define Transaction/Event Keys

5.9.7 Maintain Condition Tables
Short Description: Maintain Condition Tables

Determination Process → Maintain Condition Tables

5.10 Version Management
5.10.1 Set Up Version Management for External Purchasing Documents
Short Description: Set Up Version Management for External Purchasing

Documents
Management → Purchasing → Version Management → Set Up
Version Management for External Purchasing Documents

5.10.2 Define Reasons for Change
Short Description: Define Reasons for Change

Management → Purchasing → Version Management → Define
Reasons for Change

5.10.3 Set Up Change Displays
Short Description: Set Up Change Displays

Management → Purchasing → Version Management → Set Up
Change Displays

5.11 Supplier Evaluation
5.11.1 Determine Criterion
Short Description: Determine Criterion

Management → Purchasing → Supplier Evaluation → Supplier
Evaluation by Purchasing Category → Determine Criterion

5.11.2 Define Weighting Keys
Short Description: Define Weighting Keys

Management → Purchasing → Supplier Evaluation → Define
Weighting Keys

5.11.3 Define Criteria
Short Description: Define Criteria

Management → Purchasing → Supplier Evaluation → Define
Criteria

5.11.4 Define Scope of List
Short Description: Define Scope of List

Management → Purchasing → Version Management → Define
Scope of List

5.11.5 Maintain Purchasing Organization Data
Short Description: Maintain Purchasing Organization Data

Management → Purchasing → Version Management →
Maintain Purchasing Organization Data

5.12 Set up Stock Transport Order
5.12.1 Define Shipping Data for Plants
Short Description: Define Shipping Data for Plants

Management → Purchasing → Set up stock transport order →
Define Shipping Data for Plants

5.12.2 Create Checking Rule
Short Description: Create Checking Rule

Create Checking Rule

5.12.3 Define Checking Rule
Short Description: Define Checking Rule

Define Checking Rule

5.12.4 Configure Delivery Type & Availability Check Procedure by Plant
Short Description: Configure Delivery Type & Availability Check Procedure by Plant
Menu Path: SAP Customizing Implementation Guide → Materials Management
→ Purchasing → Set up stock transport order → Configure
Delivery Type & Availability Check Procedure by Plant

6 Inventory Management and Physical Inventory
6.1 Plant Parameters
Short Description: Plant Parameters

Management → Inventory Management and Physical Inventory
→ Plant Parameters

6.2 Number Assignment
6.2.1 Define Number Assignment for Accounting Documents
Short Description: Define Number Assignment for Accounting Documents

→ Number Assignment → Define Number Assignment for
Accounting Documents
Transaction Code: OMBA

6.2.2 Define Number Assignment for Material and Phys. Inv. Docs
Short Description: Define Number Assignment for Material and Phys. Inv. Docs
→ Number Assignment →
Define Number Assignment for Material and Phys.Inv
Documents
Transaction Code: OMBT

6.2.3 Define Number Assignment for Reservations
Short Description: Define Number Assignment for Reservations

→ Number Assignment → Define Number Assignment for
Reservations
Transaction Code: OMJK

6.3 Field Selection for Goods Movements Initial/Header Screens
Short Description: Field Selection for Goods Movements Initial/Header Screens

→ Field Selection for Goods Movements Initial/Header Screens
Transaction Code: OMJN

7 Valuation and Account Assignment
7.1 Define Price Control for Material Types
Short Description: Valuation and Account Assignment

Management → Valuation and Account Assignment → Define
Price Control for Material Types

7.2 Account Determination
Short Description: Create Checking Rule

Management → Valuation and Account Assignment → Account
Determination → Account Determination Without Wizard →
Define Valuation Classes


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CONFIGURATION DOCUMENT

DODLA DAIRY LIMITED

© 2019 Zensar Technologies Limited Page 1 of 105

Compliance Status : Mandatory

Security Classification : Company Restricted

Issue Date : 20 March, 2019

Document Status : Draft, Revised Final

Prepared by : Maheshraju Suraparaju

Authorized by : Rama Krishna Avirneni

Distribution : Dodla Dairy Limited

Document History : V1.0

© 2019 Zensar Technologies Limited Page 2 of 105

2 Enterprise Structure .................................................................................................... 5

3 Enterprise Structure Assignments .......................................................................... 10

4 General Logistics ....................................................................................................... 14

5 Materials Management – Purchasing....................................................................... 24

© 2019 Zensar Technologies Limited Page 3 of 105

6 Inventory Management and Physical Inventory ..................................................... 91

7 Valuation and Account Assignment ...................................................................... 101

© 2019 Zensar Technologies Limited Page 4 of 105

Short Description: Define Valuation Level

© 2019 Zensar Technologies Limited Page 5 of 105

Short Description: Define Plant

© 2019 Zensar Technologies Limited Page 6 of 105

Short Description: Define Storage Location

© 2019 Zensar Technologies Limited Page 7 of 105

Short Description: Maintain Purchase Organization

© 2019 Zensar Technologies Limited Page 9 of 105

Short Description: Assign Plant to Company Code

© 2019 Zensar Technologies Limited Page 10 of 105

Short Description: Assign Purchasing Organization to Company Code

© 2019 Zensar Technologies Limited Page 11 of 105

Short Description: Assign Purchasing Organization to Plant

© 2019 Zensar Technologies Limited Page 12 of 105

Short Description: Assign standard purchasing organization to Plant

© 2019 Zensar Technologies Limited Page 13 of 105

Short Description: Assign fields to fields selection group

© 2019 Zensar Technologies Limited Page 14 of 105

Short Description: Maintain field selection to Data screens

© 2019 Zensar Technologies Limited Page 15 of 105

Short Description: Maintain Company Codes for materials Management

© 2019 Zensar Technologies Limited Page 17 of 105

Short Description: Define Attributes of Material Types

© 2019 Zensar Technologies Limited Page 18 of 105

© 2019 Zensar Technologies Limited Page 20 of 105

Short Description: Define Attributes of System messages

© 2019 Zensar Technologies Limited Page 21 of 105

Short Description: Define Material Groups

© 2019 Zensar Technologies Limited Page 22 of 105

Short Description: Define External Material Groups

© 2019 Zensar Technologies Limited Page 23 of 105

Short Description: Define Attributes of System Message

© 2019 Zensar Technologies Limited Page 24 of 105

Short Description: Define Purchasing Value Keys

© 2019 Zensar Technologies Limited Page 26 of 105

Short Description: Entry Aids for Items without a Material Master

© 2019 Zensar Technologies Limited Page 28 of 105

Short Description: Create Purchasing Groups

© 2019 Zensar Technologies Limited Page 29 of 105

© 2019 Zensar Technologies Limited Page 30 of 105

Short Description: Define Text Types for Header Texts (RFQ/Quotations)

Menu Path: SAP Customizing Implementation Guide → Materials

© 2019 Zensar Technologies Limited Page 31 of 105