Customization Documentation SIW

MATERIALS
MANAGEMENT
CONFIGURATION
DOCUMENT
FOR
SAP IMPLEMENTATION
(MATERIALS MANAGEMENT Ver 1.0)
About SAP R/3 Materials Management Configuration

Document
SIW Configuration Document

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Purpose
This document is meant for use by SAP MM Functional Consultants. It
contains the Configuration settings for the MM module as of release of this
document.
Audience
This document is intended for users of SIW Materials Management. This
document assumes you are familiar with Windows environment.
Abbreviations and Acronyms used

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Abbreviations or Acronyms
Expanded form
MM
AP
CO
FI
THB
PM
PP
QM
SD
PR
RFQ
PO
GR
IV
GI
QA
Materials Management
Accounts Payable
Controlling Module
Finance Module
Thailand Baht
Plant Maintenance
Production Planning
Quality Management
Sales and Distribution
Purchase Requisition
Request for Quotation
Purchase Order
Goods Receipt
Invoice Verification
Goods Issue
Quality Assurance
___________
1. Enterprise Structure
This chapter covers the requirements and the customization details of the
Materials Management Enterprise Structure. This includes Configuration for setting
up the Enterprise Structure and assigning Organizational Units to the Structure
defined.
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1.1
1.1.1
General Settings
Set Country Specific Checks
Menu Path/Transaction
Code
Details of the configuration
1.1.2
IMG Sap Netweaver General Settings

Set Countries Set Country Specific Checks
Maintain Country Field Checks.
Define Country Codes
Code

Set Countries Define Country Codes
Maintain Countrys Communication Codes.

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1.1.3
Check Units of Measurements
Code

Check Units of Measurements / CUNI
Maintain Units of Measurement. Refer SIW Units of
Measurement Table.
Units of measurement are maintained as per SIW Units of measurement.

(Refer the attachment)
1.2
1.2.1
Definition
Define Valuation Level
Code
1.2.2
IMG Enterprise Structure Definition

Logistics General Define Valuation level / OX14
Maintain Valuation Area at Plant Level.
Define Plant
Code

Logistics General Define, Copy, Delete, Check
Plant
Plant 6711 is maintained.

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Select address tab

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1.2.3
Maintain Storage location
Code

Materials Management Maintain Storage
Location / OX09
Maintain Storage locations as per table given
below.
List of Storage locations maintained:

1
2
R
W
Store
Wire Rod
Return to Vendor
Waiting for write-off

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1.2.3.1
Maintain Purchase Organization
Code

Materials Management Maintain Purchase
Organization
Maintain Purchase Organization.
Purchase Organization, 1000 is maintained.

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Assignment
Assign Plant to Company Code
1.3
1.3.1
Code
IMG Enterprise Structure Assignment

Logistics General Assign Plant to
Company Code / OX18
Assign Plant to Company Code.
Plant 6711 is assigned to Company Code 0670.
1.3.2
Assign Business Area to Plant / Valuation Area and Division
Code
Plant Division
6711
6711
6711
67
70
90

Logistics General Assign Business Area to
Plant / Valuation Area and Division / OMJ7
Assign Plant / Valuation area division to Business
Area as per table given below.
Name
SIW Wire Products
SIW Scrap
SIW Spar Cons Rawm
Business Area
7000
7000
7000
Select Plant/valuation area - division.

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1.3.3
Assign Purchase Organization to Plant
Code

Materials Management Assign Purchase
Organization to Plant / OX17
Assign Purchase Organization to Plant.

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______2. Logistics General

This section covers the introduction of applications which are generally part
of Logistics.
2.1.1
Material Master
In this step, we make the configurations required for processing business
transactions in Materials Management.
2.1.2
Configuring the Material Master

In this section, we can configure the Material Master to suit our specific
requirements.
2.1.2.1
Define Structure Data Screens for Each Screen Sequence

In this activity, we define the structure of Data Screens for each Screen
Sequence.
Code

2.1.2.2
IMG Logistics General Material Master

Configuring the Material Master Define
Structure of Data Screens for Each Screen
Sequence / OMT3B
Standard settings ( Screen Sequence 21 )
maintained, no change.
Assign Secondary Screens

In this activity, we define whether a Secondary Screen appears as an
Additional Screen or is accessed by push button from another Main
Screen or Additional Screen.
Code

Configuring the Material Master Assign
Secondary Screens / OMT3Z
Standard settings( Screen Sequence 21 )
2.1.1.3 Maintain Order of Main and Additional Screens

In this Customization activity, we maintain the order in which Main
Screens appear in the Select View(s) dialog box appears when maintaining
Material Master Records, and the order in which Main Screens and
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Additional Screens appear as tab pages. We do this for each Screen

Sequence.
Code
2.1.1.4.1

Configuring the Material Master Maintain
order of Main and Additional Screens / OMT3R
Assign Screen Sequences to User/Material Type/

Transaction / Industry Sector
In this activity, we can assign a Screen Sequence to combination of one
or more Transactions, Users, Material Types or Industry Sectors. As a
result, this Screen Sequence appears automatically for the respective
User(s) when the Transaction, Material Type or Industry Sector is chosen.
Code

Configuring the Material Master Assign
Screen Sequences to User/Material Type/
Transaction/Industry Sector / OMT3E
maintained. No change.
2.1.1.5 Define How Maintenance Statuses are determined in Data

Transfer
In this Customization activity, we define how the maintenance statuses of
a material re maintained in data transfer. We can assign a Maintenance
status determination type to each Screen Sequence.
Code

Configuring the Material Master Define
how Maintenance Statuses are determined in
Data Transfer / OMT3P
Standard settings maintained. no change.

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2.1.1.6
Maintain User Settings

In this IMG activity, we can define the following defaults for each User: i.e.
Industry Sector, Organizational levels, views that are preselected in the
Select view(s) dialog box.
Code
2.1.2

Configuring the Material Master Maintain
User Settings (Organization level) / OMT3U
Maintain Organization levels as given below.
Field Selection
In this section you define whether a field is hidden or displayed or
whether it is mandatory or optional in the Material Master maintenance by
assigning to field selection group, maintaining field references and
defining industry specific or plant specific field selection.
2.1.2.1 Assign Fields to Field Selection Groups

To define whether a field is hidden or displayed or whether an entry is
mandatory or optional in Material Master Maintenance, we must assign
the field to a field selection group. We may assign a field to one field
selection group only.
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Code
2.1.2.1

Field Selection Assign Fields to Field
Selection Groups / OMSR
Standard settings maintained, no changes.
Maintain Field Selection for Data Screens

In this activity, we create and maintain field references.
Code
2.1.2.2

Field selection Maintain Field Selection for Data
Screens / OMS9
Define Industry Sectors and Industry-Sector-Specific Field

Selection
Code

Field selection Define Industry Sectors
nd Industry-Sector-Specific Field Selection /OMS3
Maintain Industry Sector Specific Field SelectionField reference is from Standard Mechanical
Engineering Industry.

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2.1.2.3
Define Plant-Specific Field Selection and Plant-Specific

Screen Selection
Code
2.1.2.5
Define Lock-Relevant Fields
Code
2.1.3
2.1.3.1

Field selection Define Plant-Specific Field
Selection and Plant-Specific Screen Selection /
OMSA
Standard settings maintained. No changes.

Field selection Define Lock-Relevant Fields /
OMSFIX
Basic Settings
Define Output format of Material Numbers
Code

Basic Settings Define Output Format of
Material Numbers / OMSL

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2.1.3.2
Make Global Settings
Code
2.1.3.3

Basic Settings Make Global Settings /
OMT0
Maintain Company Codes for Materials Management
Code

Basic Settings Maintain Company Codes
for Materials Management / OMSY
Check settings as given below.
Here the periods are updated as we open or close the period through MMPV. This
should always show the current period open. The period opening activity should
be done at the start of new month.

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2.1.3.4
2.1.3.4.1
Material Types
Define Attributes of Material Types
Code

Basic Settings Material Types Define
Attributes of Material Types
Define Attributes of Material types.
New Material Types CSIW, RSIW, SSIW are created.
2.1.3.4.3
Define Number Ranges for Each Material Type
Code

Material Type

Basic Settings Material Types
Define Number Ranges for Each Material Type /
MMNR
Maintain Settings as given below for different
Material Types.
No. Range
CSIW
000000000010000000
000000000019999999
RSIW
20000AAAAAA0000
29999ZZZZZZ9999
SSIW
000000010000000000
000000019999999999

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2.1.3.5
Define Attributes of System Messages
Code
2.1.4
2.1.4.1

Basic Settings Define Attributes of
System Messages / OMT4
Standard settings maintained.
Settings for Key Fields

Define Material Groups
Code

Settings for Key fields Define Material
Groups / OMSF
The following Material Groups maintained.
Material Group
AS00
NM00
NS00
RM00
RM01
SM00
SP00
2.1.4.2
Description
ASSET, AUC
NON STOCKED MATERIAL
NON STOCKED SERVICE
RAW MATERIAL ( STEEL )
RAW MATERIAL (NON STEEL )
SUPPLIES
SPARE PART
Define Divisions
Code

Settings for Key fields Define Divisions
Maintained as per given below.

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Division
67
70
90
2.1.4.3
SIW Wire Products

SIW Scrap
SIW Spar Cons Rawm
Define Material Statuses
Code
2.1.4.4
Name

Settings for Key fields Define Material
Statuses / OMS4
Extend ABC Indicator
Code

Settings for Key fields Extend ABC
Indicator

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2.1.4.5
Define Storage Conditions
Code
Storage Condition
PC
WM
2.2
2.2.1
2.2.1.1

Settings for Key fields Define Storage
Conditions
Description
PC
Wire Mesh
Business Partner
Vendors
Define Account Groups and Field selection for (Vendor)
Code
IMG Logistics General Business Partner

Vendors Control Define Account
Groups and Field Selection for Vendors / OMSG
Vendor Account Groups are created for identifying

Vendors according to Account Groups, as shown
below.
DOM
FOR
CPDL
Domestic Vendor
Foreign Vendor
One time Vendor

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2.2.1.2
Define Number Ranges for Vendor Master
Code
IMG Logistics General Business Partner

Vendors Control Define Number
Ranges for Vendor Master / OMSJ
Number Ranges for Account Groups are created
for identifying vendors according to Account
Groups, as shown below.

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__________1. General Settings for Materials Management

Here we have to make general settings for Materials Management
1.1
1.1.1
General Settings for Materials Management

Set Material Block for Goods Movement
Code
1.1.2
IMG Materials Management General

Settings for Materials Management Set
Material block for Goods Movement
No configuration done. Accepted the Standard
settings.
Set up Material Block for Invoice Verification
Code
IMG Materials Management General

Settings for Materials Management Set
Material block for Invoice Verification.
No configuration done. Accepted the Standard
settings.

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__________2. Consumption Based Planning

In this step, we make the settings that require for carrying out consumptionbased planning and for carrying out the Material forecast.
As we are using MRP, we make the necessary settings for production in
Customizing for MRP.
Code
IMG Materials Management ConsumptionBased Planning

Details of configuration is mentioned in
Configuration Document of PP module.

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_________ 3. Purchasing
In this menu, we make the system settings necessary for Materials
Procurement Transactions.
Code
3.1
IMG Materials Management Purchasing

Maintain the settings as mentioned below.
Environment Data
In this section, we make the system settings that cannot be directly
ssigned to any specific area of Purchasing.
3.1.1
Define Attributes of System Messages

In purchasing, certain System messages containing important
information for users may be issued from time to time. Users can act on
the information thus provided.
Code

Environment Data Define Attributes of
System Messages
Maintain settings as given below.
In this step, we can specify whether the SAP system:
Suppresses the relevant information

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Issues it as a warning message

Issues it as an error message
3.1.2
Define Default Values for Buyers

In this step, we can change the standard settings of certain fields and
functions for each user. We define individual default values and assign
them to certain user master records.
Code

Environment Data Define Default Values
for Buyers
Maintained the groups as shown below.
1
Default Values for Group1
2
Default Values for Group2
Here we maintain default values for Info Update in Purchase Order and
Quotation, for rest of the other things we will be accepting the standard
settings provided by SAP.
3.1.3
Define Tax Jurisdiction

In this step, we can maintain the tax jurisdiction for each plant
Code

Environment Data Define Tax Jurisdiction
Plant, 6711 is maintained for Tax Jurisdiction

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3.2
Material Master
In this step, we make the system settings that are necessary for material
master maintenance from the Purchasing point of view.
Code
3.2.1

Material Master
Maintain the settings as suggested below.
Define Shipping Instructions

We can set out certain shipping and packaging instructions in Purchase
Orders issued to our Vendors. When the relevant Goods Receipts are
entered, the extent to which the vendor has compiled with these
instructions can then be noted.
Code

Material Master Define Shipping

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Instructions
No configuration is done. Standard settings
accepted.
Standard settings are:

V1
V2
Shipping Instruction1
Shipping Instruction2
3.2.2
Define Purchasing Value Keys

In the Material Master Record, we can store rules governing:
The issue of reminders and urging letters(expediters) with respect to nearly

due and overdue deliveries.
The admissibility of over and under deliveries (Overages and Underages)
Order acknowledgement requirements for PO items
Shipping/Packing Instructions
In this step, we stipulate these rules in the Purchasing Value Key.
Code

Material Master Define Purchasing Value Keys
The following Purchase Value Keys are maintained.
Purchasing Value Keys:

100, 105, 110, 115, 120, 125, 130, 190
3.2.3
Entry Aids for Items without a Material Master

In this step, we can assign a Purchasing Value Key and a Valuation Class
to a Material Group.
The assignment of a Purchasing Value Key provides with default

values for reminder levels etc. In Purchase Order Items without a
Material Master Record and without an Info Record.
The assignment of a Valuation Class to Material Group enables the

system to determine different accounts for individual Material Groups.

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Code

Material Master Entry Aids for Items
Without a Material Master.
Maintained the settings for the following material
groups.
Material Group
Material Group Description
AS00
NM00
NS00
RM00
RM01
SM00
SP00
3.2
Asset, AUC
Non Stocked Material
Non Stocked Services
Raw Material
Raw Material (Non Steel)
Supplies
Spare Parts
Vendor Master
In this step, we make the system settings that are relevant to the Vendor
Master Record from the Purchasing Point of View.
Code

Vendor Master
Maintain settings as mentioned below.
3.2.1
Define Terms of Payment

In this step, we define the Terms of Payment. Specifically, we define
Cash discount percentages

Periods allowed for payment(discount qualifying periods)
We store these Terms of Payment under an Alphanumeric Key.
Code
AS00
L120
L180
L270

Vendor Master Define Terms of Payment
The following Terms of Payment are maintained.
Advance Payment before

Shipment.
L/C 120 days.
L/C 180 days.
L/C 270 days.

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LC00
LC15
LC30
LC45
LC60
LC75
LC90
LCB0
NT00
NT01
NT02
NT04
NT05
NT07
NT10
NT14
NT15
NT21
NT30
NT45
NT50
NT60
NT65
NT70
NT75
TT00
3.3.2
L/C at sight.
L/C 15 days.
L/C 30 days.
L/C 45 days.
L/C 60 days.
L/C 75 days.
L/C 90 days.
L/C 120 days.
Immediately after received bill
Within 1 day after received bill
Within 2 days after received bill
T/T at sight
Check Incoterms
Here will be maintaining the Delivery Conditions for Vendors. These
conditions are used in Purchase Orders.
Code

Vendor Master Check Incoterms
No Configuration done, accepted the Standard
Settings provided by SAP.

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3.3.3
Define Text Types for Central Texts

In this step, we define the text IDs for the general part of Vendor Master
Records. Text can be entered in the Master Records for each Text ID,
enabling to store information on the Vendor in the Master Record.
Code
3.3.4

Vendor Master Define Text Types for Central
Texts
No Configuration done, accepting the Standard
Settings provided by SAP.
Define Text Types for Purchasing Organization Texts

In this step, we define text IDs for the part of Vendor Master Records that
applies to specific Purchasing Organizations. We can enter a text giving
information on the Vendor for each text ID when we maintain Vendor
Master.

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Code
3.3.5

Vendor Master Define Text Types for
Purchasing Organization Texts / OMGB
No Configuration done. Standard settings
Accepted.
Contact Persons
We can store various information describing the contact persons of
Business Partner in detail. We enter the contact person or persons at the
Business Partner when we maintain the Vendor Master Record. Detailed
information on a Contact Person, such as Name and address, is entered
in the Vendor Master Record.
Code

Vendor Master Contact Persons
No Configuration done as we will be maintaining

Contact Person in Vendor Master.
3.4
Create Purchasing Groups

In this step, we can create Purchasing Groups. A Purchasing Group can
be an individual or a group of individuals.
Code

Creating Purchasing Groups
Maintained the groups as shown.
The following Purchasing Groups are maintained:

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3G0, 3G1, 3G2, 3G3, 3G4, 3G5
3.5
Purchasing Info Record

In this section, we make the System settings that affect Purchasing
Info Records.
3.5.1
Define Number Ranges
Code

Purchasing Info Record Define Number
Ranges
Maintained the following Number Ranges.
For Stocked Materials:

5300000000
For Non-Stocked Materials : 5500000000
3.7.1
5399999999(Internal)
5599999999(Internal)
Define Screen Layout

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In this step, we make the settings for the screen layout and field
attributes. In the Purchasing Info Record, we can control the attributes of
input fields. We can specify which fields:
Require an entry
Permit an entry
Do not allow an entry
Code

Purchasing Info Record Define Screen Layout
No Configuration is done. Standard settings

accepted.
3.7.2
Texts for Purchasing Info Records

In this we can
Check the available text types
Create our own text types
Code
3.7.3

Purchasing Info Record Texts for Purchasing
Info Records
No Configuration is done. Standard settings
accepted.
Define Price History

In this step, we specify whether the Purchase Order History is to be
updated with the net price or the effective price.
Code
3.8

Purchasing Info Record Define Price History
Purchase Organization, 1000 is maintained for
updating the Purchase Order History with Effective
Price.
Source List

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In this section, we make the settings that are necessary for purchasing
operations carried out using Source Lists.
3.8.1
Define Source List Requirement at Plant Level
In this section, we define Source List requirements at Plant level. If a Source

List requirement exits, we must maintain the source list for each material before we
can order it.
Code
3.9

Source List Define Source List Requirement at
Plant Level
No Configuration done as Source List requirement
is maintained at Material Master Level.
RFQ/Quotation
In this section, we make the settings for Request for Quotation(RFQ) and
Quotations.
3.9.1

In this step, we maintain the number ranges.
Code

RFQ/Quotation Define Number Ranges
Number Ranges maintained as shown below.
The following Number Ranges maintained for RFQ/Quotation.

AL
AI
3.9.2
Local
Import
1100000000
1200000000
1199999999
1299999999
Define Document Types

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Code
Document Type
AL
AI
3.9.3

RFQ/Quotation Define Document Types
Configuration done as shown below.
Description
RFQ for Local
RFQ for Import
No.Range
11
12
Release Procedure for RFQs

In this section, we set up a Release Procedure for RFQs.
Code
3.9.4
Define Screen Layout at Document Level
Code
3.9.5

RFQ/Quotation Define Screen Layout at
Document Level.
No Configuration done, Standard settings accepted.
Texts for RFQs/Quotations
Code
3.9.6

RFQ/Quotation Release Procedure for RFQs
No Configuration done, as we are not using this
Functionality.

RFQ/Quotation Define Texts for
RFQs/Quotations
No Configuration done, Standard settings accepted.
Maintain Quotation Comments

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Code
3.10

RFQ/Quotation Maintain Quotation
Comments.
No Configuration done, Standard settings
accepted.
Purchase Requisition
In this section, we make the settings for Purchase Requisition.
3.10.1
Code

Purchase Requisition Define Number
Ranges
Refer note mentioned below.
Separate Number Ranges are identified for Manual and Purchase

Requisitions generated through MRP.
Document Type
No.Range
NP
NM
3.10.2
05
04

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Code

Purchase Requisition Define Document
Types
Two separate Document Types identified for Manual and Purchase

Requisitions generated through MRP.
The following new Document Types created.
Document Type
Description
NP
NM
Purchase Requisition SIW

Purchase Requisition MRP SIW
3.10.3
Release Procedure
We use this component if we wish to set up approval procedures for
Purchase Requisitions or other Purchasing Documents. Under such a
procedure, if a Purchase Requisition or external Purchasing document
fulfills certain conditions (e.g. total net order value exceeds 10,000 BHT),
it has to be approved (by Section Manager, for instance) before it can be
processed further. This process of approving (clearing or giving the
green light to) a proposed item of expenditure is replicated in the SAP
system by the Release Procedure.
It is sensible to define separate release procedures for different groups of
materials for which different departments are responsible, and to define
separate procedures for Assets, Consumption Goods.
We will be using Release Procedure with Classification and Item level
Release.
3.10.4.1
Procedure with Classification
3.10.4.1.1 Edit Characteristics
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Code

Purchase Requisition Release Procedure
Procedure with Classification Edit
Characteristics / CT04
Four Characteristics maintained: Requisition_value,
Department_code, PR_doc_type,
Requisition_Acct_assign
Prerequisites: Before doing this we should identify from CEBAN

communication structure what are fields which can be used as
characteristics. After identifying the characteristics follow the following
procedure.
a.
Enter the name of the Characteristics which we want to create in the

following screen and press create button.
B.
In Additional data tab enter the table name CEBAN and the name of the
characteristics which we have selected from CEBAN table, say GSWRT
for PR Total Item value and press enter, following screen will appear.
C.
Enter the currency in Basic data tab. If more than one value are allowed
for this characteristics select radio button Multiple Values. If interval
values are allowed tick the interval vals allowed check box as shown
below.

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D.
In value tab, provide the applicable values for this characteristic. If we

want to use other values in Release Strategy from these values, mark the
check box Additional Values as shown below
E.
In Restriction tab, we can restrict the use of this characteristic for a

particular Class Type as shown below.
F.
Use save button from the tool bar to save this characteristics.
G.
Follow the same process to create the following Characteristics.

DEPARTMENT_CODE __________ User defined field.
PR_DOC_TYPE
REQUISITION_ACCT_ASSIGN
3.10.4.2.2
Edit Classes
In this step, we create classes for a Release Procedure with

classification.
In a class, we group the characteristics that are to constitute a release
condition for a Release Strategy. In the step Set up Procedure with
Classification, we assign this class to the Release Procedure.
Code

Classes / CL02
a.
Enter the Class name (PR_REL) which we want to create and select the
Class type 032 for Release Strategy and press the create button as shown
in the screen attached below.
b.
On the Basic data tab, enter the name of the Class in description field.
Select the radio button check with error, if we want an error message if
we assign different objects with the same characteristic values to the
same class.
c.
In characteristic tab, we can assign the Characteristics which we created

in the previous step as shown below.

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d.
Use save button to save the Class.
3.10.4.2.3 Set up Procedure with Classification

In this step, we set up the Release procedure with Classification. Here we
specify
A)Release Groups B) Release Codes C) Release Indicators D)Release
Strategy

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Code

A)

Procedure with Classification Set up
Procedure with Classification
Maintain settings as given below and refer SIW
Release Strategy.
Release Groups
Here we define Release Groups for our Procedure. Here we can specify
for our Release Group whether overall Release or Item wise Release is
applicable or not by marking the check box OverReqRel. Here we have
to assign the Class which we have crated to the Release Group.
B)
Release Codes
Here we create the Release Codes that we need for our Release Strategy
and assign the Codes to our Release Group. Release Codes are the
codes which are used for Releasing a particular Purchase Requisition.
C)
Release Indicators
Release indicator shows the release status of a Purchase Requisition. For
maintaining Release Indicator do the following. In the below screen select
New entries key in the tool bar.

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In the next screen as shown below in the Details area, we specify the
status a requisition with this release indicator will have. Via the field
selection key, we specify which fields in a purchase requisition with this
release indicator can be changed or must be populated, as shown in the
below screen.
With the changeability indicator, we specify the effects of changes to

Requisition. For example, certain changes may require a new release
strategy to be determined for the requisition. Via the value change field,
we can cause the release strategy to be re-started if the value of a
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Purchase Requisition item is increased by more than a certain

percentage.
D)
Release Strategy
Here we create a Release Strategy for our Release Group and assign our
Release Codes accordingly as shown below.
Here there are four tabs, which we will see one by one in below screens.
Release Prerequisites:
With the Release prerequisites, we specify the order in which the
individual release points ( Individuals or Departments) represented by the
release Codes may release the document.

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Release Statuses:
Here we specify the status a Requisition has after certain release points
have effected release.
Specify which release indicator/status a
Requisition is to have after having been released via a certain release
code. Here in a below example, we can only create RFQ/PO only after the
Release from PM. For all other even if they release, the status for the
requisition will be either Blocked or Intermediate Release.
Classification:
In Classification, we maintain the values assigned to the characteristics.
Via the characteristics and their values, we specify the requisitions to
which our Release Strategy is assigned. Maintain values ( individual
values or intervals ) for our characteristics.

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Release Simulation:
The release simulation function enables to check which status a
Requisition will achieve with this Release Strategy if release is effected
by a certain release point. Choose Simulate release and the release the
document with the desired release code by double clicking. The system
shows which status the Requisition now has as a result of this release.
Save the Release Strategy using Save button on the tool bar.

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3.10.5

For all external Purchasing Documents and Purchase Requisitions, we
can specify the input attributes of fields by using field selection keys.
A Field Selection Key determines whether a field is :
A mandatory-entry field (input required)

An optional-entry field (input possible)
A display field(field displayed only, but input not possible)
Suppressed
Code

Purchase Requisition Define Screen
Layout at Document Level
Maintained the new Field Selection Key ZBB for
document type, NP.
Field entry of Requisitioner and Requirement Tracking Number made mandatory.

Texts for Purchase Requisitions
3.10.6
In this step we can check the available Text types
Create our own text types

Define copying rules for adopting texts from other objects (such as the
Material Master Record or other Purchasing Documents)
Code
3.10.7

Purchase Requisition Texts for Purchase
Requisitions
No configuration done, accepted the standard
Define Tolerance Limit for Archiving

Page 46 of 101
In this step, we specify how long Purchase Requisitions are retained

unchanged in the database before being archived.
Code
3.11

Purchase Requisition Define Tolerance
Limit for Archiving.
Purchase Order
In this step, we make the system settings for Purchase Orders.
3.11.1

In this step, we maintain the number ranges for Purchase Orders.
Code

Purchase Order Define Number Ranges
Refer the note mentioned below.
Separate Number Ranges are maintained for Domestic, Imported and

Services Purchase Orders.
Doc.Type
ND
NF
NS
3.11.2
No.Ranges
2100000000
2200000000
2300000000
2199999999
2299999999
2399999999
Code

Page 47 of 101
Purchase Order Define Document Types

The following Document Types maintained for Domestic, Imported and

Services.
Document Type
ND
NF
NS
3.11.3
Description
Purchase Domestic
Purchase Foreign
Purchase Supply/Serv
Set Tolerance Limits for Price Variance

In this step, we define the Tolerance Limits for Price Variances. When
processing a Purchase Order, the system checks whether the effective
price of a PO item shows variances compared with the valuation price
stored in the Material Master Record. In addition, it checks whether the
specified cash discount value is admissible.
Variances are allowed within the framework of tolerance limits. If a
variance exceeds a tolerance limit, the system issues a warning or error
message.
In the SAP system, the types of variance are represented by the tolerance
keys. For each tolerance key, we can define percentage and value
dependent upper and lower limits per company code.
Code

Purchase Order Set Tolerance Limits for
Price Variance.
Maintain the settings as mentioned below.
The following settings maintained for Company Code- 0670.

PE
Lower Limit - 20%,
Higher Limit 20%
SE
No Lower Limit
Higher Limit - 10%

Page 48 of 101
3.11.4
Release Procedure for Purchase Orders

We use this component if we wish to set up approval procedures for
Purchase Orders or other Purchasing Documents. Under such a
procedure, if a Purchase Order fulfills certain conditions (e.g. total net
order value exceeds 10,000 BHT), it has to be approved (by Section
Manager, for instance) before it can be processed further. This process
of approving (clearing or giving the green light to) a proposed item of
expenditure is replicated in the SAP system by the Release Procedure.
It is sensible to define separate release procedures for different groups of
materials for which different departments are responsible, and to define
separate procedures for Assets, Consumption Goods.
We will be using Release Procedure with Classification.
3.11.4.1
Edit Characteristic
Code

Purchase Order Release Procedure for
Purchase Order Edit Characteristic / CT04
Two Characteristics are maintained: Order_value, Material_group

Prerequisites: Before doing this we should identify from CEKKO
communication structure what are fields which can be used as
characteristics. After identifying the characteristics follow the following
procedure.
a.
Enter the name of the Characteristics which we want to create in the

following screen and press create button.

Page 49 of 101
b.
In Additional data tab enter the table name CEKKO and the name of the
characteristics which we have selected from CEKKO table, say GNETW
for PO Order value and press enter.
c.
Enter the currency in Basic data tab. If more than one value are allowed
for this characteristics select radio button Multiple Values. If interval
values are allowed tick the interval vals allowed check box.
d.
In value tab, provide the applicable values for this characteristic. If we

want to use other values in Release Strategy from these values, mark the
check box Additional Values.
e.
In Restriction tab, we can restrict the use of this characteristic for a

particular Class Type as shown below.
f.
Use save button from the tool bar to save this characteristics.
g.
Follow the same process to create the following Characteristic.

MATERIAL_GROUP

Page 50 of 101
3.11.4.2.2 Edit Classes

In this step, we create classes for a Release Procedure with
classification.
In a class, we group the characteristics that are to constitute a release
condition for a Release Strategy. In the step Set up Procedure with
Classification, we assign this class to the Release Procedure.
Code

a)
b)

Purchase Order Release Procedure
Classes / CL02
Enter the Class name (PO_REL) which we want to create and select the
Class type 032 for Release Strategy and press the create button.
On the Basic data tab, enter the name of the Class in description field.
Select the radio button check with error, if we want an error message if
we assign different objects with the same characteristic values to the
same class.
c)
In characteristic tab, we can assign the Characteristics which we created

in the previous step.
d)
Use save button to save the Class.

Page 51 of 101
3.11.4.2.3 Define Release Procedure for Purchase Orders

In this step, we set up the Release procedure with Classification. Here we
specify A) Release Groups B) Release Codes C) Release Indicators
D) Release Strategy
Code
A)

Purchase Order Define Release
Procedure for Purchase Orders
Release Groups
Here we define Release Groups for our Procedure. Here we have to
assign the Class which we have crated to the Release Group.
B).
Release Codes
Here we create the Release Codes that we need for our Release Strategy
and assign the Codes to our Release Group. Release Codes are the
codes which are used for Releasing a particular Purchase Order.
C)
Release Indicators
Release indicator shows the release status of a Purchase Order. For
maintaining Release Indicator do the following. In the below screen select
New entries key in the tool bar.

Page 52 of 101
In the next screen as shown below in the Details area, we specify the
status of PO with this release indicator will have.
With the Changeability indicator, we specify the effects of changes to a
PO. For example, certain changes may require a new Release Strategy to
be determined for the PO. Via the Value change % field, we can cause the
release strategy to be re-started if the value of a Purchase Order is
increased by more than a certain percentage.
D)
Release Strategy
Here we create a Release Strategy for our Release Group and assign our
Release Codes accordingly as shown below.
Here, we will discuss the Stragegy 01.

Page 53 of 101
Here there are four tabs, which we will see one by one in below screens.
Release Prerequisites:
With the Release prerequisites, we specify the order in which the
individual release points ( Individuals or Departments) represented by the
release Codes may release the document.
Release Statuses:
Here we specify the status a Requisition has after certain release points
have effected release. Specify which release indicator/status a PO is to
have after having been released via a certain release code.

Page 54 of 101
Classification:
In Classification, we maintain the values assigned to the characteristics.
Via the characteristics and their values, we specify the Purchase Orders
to which our Release Strategy is assigned. Maintain values ( individual
values or intervals ) for our characteristics.
Release Simulation:
The release simulation function enables to check which status a
Purchase Order will achieve with this Release Strategy if release is
effected by a certain release point. Choose Simulate release and the
release the document with the desired release code by double clicking.
The system shows which status the Purchase Order now has as a result
of this release.

Page 55 of 101
Save the Release Strategy using Save button on the tool bar.
3.11.5

For all external Purchasing Documents and Purchase Requisitions, we
can specify the input attributes of fields by using field selection keys.
Code

Purchase Order Define Screen Layout at
Document Level
Maintained the new Field Selection Key ZBF.
A Field Selection Key determines whether a field is :

A mandatory-entry field (input required)
An optional-entry field (input possible)
A display field(field displayed only, but input not possible)
Suppressed
3.11.6
New Field Selection Key ZBF is maintained.

Requisitioner and Requirement Tracking Number fields entry is made
mandatory.
Texts for Purchase Orders
In this step we can check the available Text types
Check and Create our own text types

Define copying rules for adopting texts from other objects (such as the
Material Master Record or other Purchasing Documents)
Code
3.11.7

Purchase Requisition Texts for Purchase
Orders
Define Tolerance Limit for Archiving

In this step, we specify how long Purchase Orders are retained
unchanged in the database before being archived.

Page 56 of 101
Code
3.12

Purchase Order Define Tolerance
Limit for Archiving.
Conditions
In this step, we make the system settings that are relevant to the
maintenance of conditions and Price determination in the Purchase of
Materials / Services.
3.12.1
Automatic Document Adjustment

In this step, we make the system settings required for application-specific
activities(adjusting Purchase Orders, generating documents for Order
optimizing etc.) when conditions change.
Code
3.12.2

Conditions Automatic Document
Adjustment
Define Condition Control at Plant Level

In this step we can define time-dependent conditions for a Purchasing
Organization or a Plant. This means that we can allow prices that apply
only to a specific plant in Purchasing Info Records or Outline Purchase
Agreements.
Code

Conditions Define Condition Control at
Plant Level

Page 57 of 101
3.12.3
Define Price Determination Process

The following steps describe how the Price Determination process is
controlled.
3.12.3.1 Define Access Sequences

An Access Sequence is a search strategy with the aid of which the SAP
system searches for valid condition records of a certain Condition Type.
For example, we can stipulate for a price that the SAP system first
searches for a price for a specific plant, and then for a generally
applicable price.
For Condition Types for which we wish to maintain conditions with their
own validity period, we must assign as Access Sequence. With this, we
define which fields the SAP System checks in searching for a valid
condition record.
Code

Conditions Define Price Determination
Process Define Access Sequences
Maintained the Access Sequence for Gross Price,
PB00

Page 58 of 101
3.12.3.2 Define Condition Types

The condition types are used to represent pricing elements such as
prices, discounts, surcharges, taxes or delivery costs in the SAP system.
These are stored in the system in condition records. For Condition Types
for which, we wish to maintain conditions with their own validity period,
we must specify an Access Sequence. In this way, we stipulate the fields
the SAP System is to check in its search for a valid condition record.
Code

Process Define Condition Types
Maintained the following condition types.
The following condition types maintained for Domestic Purchasing:

Condition Type
PB00
PBXX
RA00
RB00
Description
Gross Price
Gross Price
Discount % on Net
Absolute Discount
The following condition types maintained for Import Purchasing:

Condition Type
Description
BKC1
BKC3
COM1
Bank Charges %
Bank Charges (value)
Commission %

Page 59 of 101
COM2
CUS3
CUS5
FRB3
FRC3
ILT4
ILT5
INS1
INS3
OTC4
PB00
PBXX
PCH3
RA00
RB00
SFE3
STE3
STE4
ZCGW
ZDOF
ZLF2
ZLF4
ZOA1
ZTH2
ZTH4
Commission (value)
Customs Clear (value)
Customs Clear/Qty
Freight (value)
Freight/Quantity
Inland Trans (value)
Inland trans/Qty
Insurance %
Insurance (value)
Other Charges (value)
Gross Price
Gross Price
Port Charge (value)
Discount % on Net
Absolute Discount
Survey Fee (value)
Stevedore (value)
Stevedore/Quantity
Cargo Wharfage
DO Fee
Lift on/off 20
Lift on/off 40
Import Duty %
THC 20
THC 40
3.12.3.3 Define Limits

In this step, we can define upper and lower limits for the value of a
Condition. In this way, we restrict the amounts or scale values in the
relevant condition records. The limits are defined at the level of the
condition type.
Code
3.12.3.4

Process Define Limits
No configuration done, as no limits decided for
condition types.
Define Exclusion Indicators

In this step, we can set exclusion indicators for condition types. The
exclusion indicator prevents the use of too many condition types in the
Price determination process. In the standard system, it determines that
either the automatic or the manual price is applied, but not both.

Page 60 of 101
Code

Process Define Exclusion Indicators
exclusion indicators.
The following exclusion indicators maintained.
3.12.3.4
Define Calculation Schema

In the MM area, a calculation schema a framework of steps used to
calculate or determine something is used among other things to calculate
costs, prices, discounts, rebates and taxes.
Code

Process Define Calculation Schema
In the calculation schema, we specify which condition types are to be

taken into account and in which sequence.
Following Schemas are defined for SIW Business:
ZM0000
ZM0001
Purchasing Local SIW

Purchasing Import SIW

Page 61 of 101
3.12.3.5 Define Schema Group

These allow to group together Purchasing Organizations that use the
same Calculation Schema. We can also use them to group together
Vendors for whom the same Calculation Schema is valid.
Code

Process Define Schema Group
Schema Groups: Vendor:

Z1
Z2
SIW Local
SIW Import
Schema Groups for Purchasing Organizations:

1000
Schema for Purch Org SIW

Page 62 of 101
Assignment of Schema Group to Purchasing Organization:
Purchasing Organization 1000 is assigned to Schema Group Purchasing

Organization, 1000.
3.12.3.6 Define Schema Determination
In this step, we assign Schema Groups- Vendor and Schema GroupsPurchasing Organization to Calculation Schema.
Code
Schema Group,POrg

Process Define Schema Determination
Schema Grp,vendor
1000
1000
Z1
Z2
Procedure
ZM0000
ZM0001
3.12.3.7 Define Transaction/Event Keys

3.12.3.7.1 Transaction Key

Page 63 of 101
In this step, we define transaction/ event keys for condition types

involving provisions. To enable the system to find the relevant account
for provisions (for accrued delivery costs or miscellaneous provisions,
for example), we must assign a transaction/event(internal processing)
key to each condition type that is relevant to provisions in the step
Define Calculation Schema. Use the Transaction/Event Keys supplied
with the standard system, since any new ones must first be set up within
the Account Determination facility.
Code
AG1
AG2
AG3
BC1
BO1
BO2
BO3
COM
CU1
DEL
EIN
FR1
FR2
FR3
FR4
FRE
G01
G02
G04
IN1
IT1
OT1
PC1
RUE
SF1
ST1
VST

Process Define Transaction/Event Keys
The following Account Keys are maintained.
Rev.from agency bus.

Sales fr.agency bus.
Exp.from agency bus.
Bank Charges
Rebates
Volume rebate income
Rebates calc'd
Commission
Provisi for clearanc
Del credere
Purchasing account
Freight clearing
Freight provisions
Customs clearing
Consignment payables
Freight purch. acct.
Insurance
Inland Trsnpt
Other Charges
Port Charges
Prov. misc.del.costs
Survey Fees
Stevedor
Purchase input tax
3.12.3.7.2 Transaction/Event Key Usage

For Pricing Schema, ZM0001:
Page 64 of 101
Account Key
Condition Type
COM
FR1
FR3
SF1
3.12.3.7.3
COM1, COM2
FRB3, FRC3
ZOA1
SFE3
Usage of Transaction Key in Purchasing Account Assignment

For Pricing Schema, ZM0001:
Account Key
Condition Type
BC1
COM
FRE
IN1
SF1
3.12.3.8
BKC1, BKC3
COM1, COM2
FRB3, FRC3, ZOA1
INS1, INS3
SFE3
Define Condition Exclusion

If several condition records are valid in the Price Determination Process,
we must define rules stipulating which conditions are selected and which
are disregarded. To do this, use the condition exclusion mechanism. The
exclusion of condition records is controlled via exclusion groups.
Exclusion Group is a list of condition types are compared with each other
during the Price determination process. The result may be the exclusion
of a whole group of conditions or the exclusion of individual conditions
within a group. The result of the price determination process can thus be
influenced with regard to a desired criterion( for example, the lowest
price) by the exclusion of certain condition types, where as others are
taken into account in this process.
3.12.3.9 Maintain Condition Table

In this step, we define the price dependencies. We can make Prices,
discounts and Surcharges dependent on almost all the fields in
Purchasing document. We define these dependencies with the aid of
condition tables.
In a condition table we specify the combination of fields for which we
can create condition records.
Code


Page 65 of 101
Process Maintain Condition Table

settings.
3.12.3.10 Extend Field Catalog for Condition Tables

In this step, we can extend the field catalog for Condition Tables to
include fields that are not available for the purpose in the standard
system.
Code

Process Extend Field Catalog for Condition
Tables
Settings.

3.13
Account Assignment
In this section we make the account assignment settings.
3.13.1 Maintain Account Assignment Categories

Code
3.13.2

Account Assignment Maintain Account
Assignment Categories
Account Assignment Categories: A,F,K,R are
maintained.
Define Combination of Item Categories/Account Assignment

Categories
Code

Account Assignment Define Combination
of Item Categories/Account Assignment
Categories
No Configuration is done. Standard settings are
accepted.

Page 66 of 101
__________
1. Inventory Management and Physical Inventory
Materials Management related to Inventory Management and Physical
Inventory.
1.1
Plant Parameters
In this step, we make the general Plant settings for Inventory Mgmt.
Code
IMG Materials Management Inventory

Management and Physical Inventory Plant
Parameters
Settings maintained as shown below.

Page 67 of 101
1.2
Number Assignment
1.2.1
1.2.1.1
Define Number Assignment for Accounting Documents

Financial Accounting Document Types
Code

Management and Physical Inventory
Number Assignment Define Number
Assignment for Accounting Documents
Document Types RE and RN are maintained.

Page 68 of 101

Page 69 of 101
1.2.1.2
Financial Accounting Number Ranges
Code

1.2.1.3

Details of Configuration is mentioned in
Configuration Document of FI/CO module..
Goods Issue Document Types
Code


Page 70 of 101
1.2.1.4

Maintained the Standard settings.
Goods Receipt Document Types
Code


Page 71 of 101
1.3.1.4
Automatic Movements Document Types
Code

1.3.1.5
Physical Inventory Document Types
Code
1.3.2


Define Number Assignment for Material and Physical Inventory

Documents
Code

Assignment for Material and Phys.Inv.Docs.
Maintained the Number Range as shown below.

Page 72 of 101
1.3.3
Define Number Assignment for Reservations
Code
1.4

Assignment for Reservations
Maintained the following Number Ranges.
Field Selection for Goods Movements Initial/Header Screens
Code

Field Selection for Goods Movements
Initial/Header Screens

Page 73 of 101
1.5
Settings for Enjoy Transactions
1.5.1
Settings for Goods Movements (MIGO)
1.5.1.1 Field Selection for MIGO

Code

Settings for Enjoy Transactions Settings for
Goods Movements(MIGO) Field selection for
MIGO
Delivery Note field is made as required.
1.5.1.2 Field Selection for Mvt. Type

Code

1.5.1.3

Goods Movements(MIGO) Field selection for
Mvt.Type
Settings for Transactions and Reference documents
Code

Goods Movements(MIGO) Settings for
Transactions and Reference documents.
1.6
Goods Issue / Transfer Postings
1.6.1
Create Storage Location Automatically
Code

Management and Physical Inventory Goods
Transfer Postings Create Storage Location
automatically
Maintained the setting for Plant 6711

Page 74 of 101
1.6.2
Set Manual Account Assignment
Code

1.6.3
Code
1.6.4

Transfer Postings Set Manual Account
Assignment

Transfer Postings Define Screen Layout
Maintain Copy Rules for Reference Documents
Code

Transfer Postings Maintain Copy Rules for
Reference Documents

Page 75 of 101
1.6.5
Generate Physical Inventory Documents for Goods Movements
Code

Transfer Postings Generate Physical
Inventory Documents for Goods Movements
Maintained for Plant, 6711.
1.7
Goods Receipt
1.7.1
Set Tolerance Limits
Code
Receipt Set Tolerance Limits
Maintained the Tolerance Key, VP with Lower
limit 10%, Upper limit 25% maintained for
company code, 0670.
1.7.2
Code

Receipt Create Storage Location
Automatically
Standard settings copied from Plant 0001.

Page 76 of 101
1.7.3
Create Purchase Order Automatically
Code

1.7.4
Code
1.7.5

Receipt Set Manual Account Assignment
Standard settings maintained, no change.
Code
1.7.6

Receipt Create Purchase Order
Automatically
Maintained for movement Type - 161.

Receipt Define Screen Layout
Code

Receipt Maintain Copy Rules for Reference
Documents

Page 77 of 101
1.7.7
Set Dynamic Availability Check
Code
1.7.8
Set Delivery completed Indicator
Code
1.7.10

Receipt Set Dynamic Availability Check
Standard settings maintained, no change

Receipt Set Delivery Completed Indicator
For GR-Based IV, Reversal of GR despite Invoice
Code

Receipt For GR-Based IV, Reversal of GR
despite Invoice
Maintained for Movement Types as shown in
below.

Page 78 of 101
1.7.11
Set Expiration Date Check
Code

Receipt Set Expiration Date Check
Maintained Expiration Date Check indicator for
Plant, 6711 and for movement types mentioned
below.
Movement Types for Shelf Life Expiration Date Check Maintained:

101, 105, 201, 261, 291, 301, 303, 305, 309, 311, 321, 561
1.7.12
Activate Storage of Incoming Documents
Code
1.8
1.8.1

Receipt Activate Storage of Incoming
Documents
Activated only for Movement Type, 101.
Automatic Movements
Code

Automatic Movements Create Storage
Location Automatically

Page 79 of 101
1.8.2
Code

Automatic Movements Set Manual Account
Assignment

1.8.3
Code

Automatic Movements Define Screen
Layout

1.8.4
Generate Physical Inventory Documents for Goods Movements
Code

1.8.6

Automatic Movements Generate Physical
Inventory Documents for Goods Movements
Set Expiration Date Check
Code

1.9
Reservation
1.9.1
Define Default Values
Code

Automatic Movements Set Expiration Date
Check
Activated Expiration Date Check Indicator for
Plant, 6711.

Reservation Define Default Values
Maintained the settings as shown below.

Page 80 of 101
1.10.1
Code
1.10.2

Reservation Maintain Copy Rules for
Reference Documents
Set Dynamic Availability Check
Code

Reservation Set Dynamic Availability Check
Standard settings maintained no change.
1.11
Physical Inventory
1.11.1
Field Selection for Physical Inventory
Code

Physical Inventory Field Selection for
Physical Inventory

Page 81 of 101

1.11.2
Default Values for Physical Inventory
Code
1.11.3
Standard settings maintained no change.

Physical Inventory Default Values for
Physical Inventory
Standard settings copied from Plant 0001.
Settings for Physical Inventory
Code

Physical Inventory Settings for Physical
Inventory
Configured the settings for Plant, 6711 as shown
below.

Page 82 of 101
1.11.4
Allow Freezing of Book Inventory Balance in Storage Location
Code

Physical Inventory Allow Freezing of Book
Inventory Balance in Storage Location
Maintained the Settings for Storage Locations 1

& 2 for Plant, 6711 as shown below.
1.12
Define Document Life
Code

Define Document Life
Maintained as shown below.

Page 83 of 101
Valuation and Account Assignment

Valuation and Account Assignment in Materials Management.
1.1
Define Price Control for Material Types
Code
IMG Materials Management Valuation

and Account Assignment Define Price
Control for Material Types
Maintained as shown below.
Price Control for Material Types CSIW, RSIW, SSIW is maintained as V.

1.2
1.2.1
Split Valuation
Activate Split Valuation
Code

and Account Assignment Split Valuation
Activate Split Valuation
Activated the Split Material Valuation.

Page 84 of 101
1.2.2
1.2.2.1
Configure Split Valuation

Maintain Global Types
Code

Configure Split Valuation / OMWC
Global Types
Valuation Types NEW and USED are
maintained.

Page 85 of 101
1.2.2.1
Maintain Global Valuation Categories
Code

Configure Split Valuation / OMWC
Global Valuation Categories
Valuation Category S is maintained.
Global Valuation Categories are at broader level and are higher than
Global Valuation Types. Global Valuation Types are assigned to Global
Valuation Categories.
To assign Global Valuation Types to Global Valuation Categories, select
the required Valuation Category and press the tab Types Category.
Select the Valuation Types which needs to be assigned to your selected
Global Valuation Categories and press the Activate tab shown at the
bottom of the screen.

Page 86 of 101
1.2.2.3
Activate Valuation Categories to Plants
Code
1.3
1.3.1

Configure Split Valuation / OMWC Local
Definitions Allocate Valuation Categories to
Plant.
Valuation Category S is assigned to Plant, 6711
as shown below.
Account Determination
Account Determination without Wizard

Page 87 of 101
1.3.1.1
Define Valuation Control
Code
1.3.1.2
Group Together Valuation Areas
Code
1.3.1.3

and Account Assignment Account
Determination Account Determination
Without Wizard Define Valuation Control
Activated the Valuation Grouping Code.

Without Wizard Group Together Valuation
Areas
Valuation Area, 6711 is assigned Valuation
Grouping Code, 0001.
Define Valuation Classes
Code


Page 88 of 101
Without Wizard Define Valuation Classes /

OMSK
Maintain Configuration as per table given below.
In this step, we define which Valuation Classes are allowed for a Material
Type. If a User creates a material, he must enter the materials valuation
class in the Accounting Data. The R/3 system user default settings to
check whether the Valuation Class is allowed for the Material Type.
The valuation Class is a group of materials with the same account
determination. If a transaction is to be posted to different accounts
depending o the valuation class, create an account determination for
each valuation class in the step Create automatic postings.
The valuation classes allowed depend on the material type. Several
Valuation Classes are generally allowed for one Material Type. A Valuation
Class can also be allowed for several material types.
The link between the Valuation Classes and the Material Types is set up
via the Account Category Reference. The Account Category Reference is
a combination of Valuation Classes. Precisely one Account Category
Reference is assigned to a Material Type.
1.3.1.4
Define Account Category Reference
Code

OMSK
Maintain Configuration as per table given below.

Page 89 of 101
1.3.1.5
Valuation Class
Code

1.3.1.6
Material Type/Account Category Referencel
Code
Material Type
CSIW
RSIW
SSIW
1.3.1.6

OMSK
Maintained Valuation Classes as given SIW
Valuation Classes annexure.

Without Wizard Define Valuation Classes
Maintain Configuration as given below.
Account Category Reference

0002
0001
0003
Define Account Grouping for Movement Types

Page 90 of 101
Code

1.3.1.7

Without Wizard Define Account Grouping
for Movement Types
Maintained the standard settings.
Configure Automatic Postings
Code

Without Wizard Configure Automatic
Postings
Details covered in FI configuration
Documentation.
Logistics Invoice Verification
Materials Management related to Invoice Verification.
1
1.1
Incoming Invoice
Number Assignment

Page 91 of 101
1.1.1
1.1.1.1
Maintain Number Range for Logistics Documents

Transaction Assign Number Range
Code
1.1.1.2
IMG Materials Management Logistics

Invoice Verification Incoming Invoice
Number Assignment Maintain Number
Range for Logistics Documents Transaction
Assign Number Range
Maintained the Settings as shown below.
Maintain Number Range Intervals for Invoice Documents
Code

Number Assignment Maintain Number
Range for Logistics Documents Maintain
Number Range Intervals for Invoice Documents
Maintained the Number Ranges as shown below.

Page 92 of 101
1.1.2
Tax Treatment in Invoice Reduction
Code
1.1.3

Tax Treatment in Invoice Reduction
Maintained the company code as shown below.
Maintain Default Values for Tax Codes
Code

Maintain Default Values for Tax Codes

Page 93 of 101
1.1.4
Configure How Exchange Rate Differences are Treated
Code

Configure How Exchange Rate Differences are
Treated

Page 94 of 101
1.1.5
Configure How Unplanned Delivery Costs Are Posted
Code

Configure How Unplanned Delivery Costs Are Posted
1.1.6
Edit PO Supplement Text in Invoice Verification
Code

Edit PO Supplement in Invoice Verification

Page 95 of 101
1.1.7
Define Mail to Purchasing When Price Variances Occur
Code

Define Mail to Purchasing When Price Variances
Occur

Page 96 of 101
1.1.8
1.1.8.1
Invoice Block
Determine Payment Block
Code
1.1.8.2

Invoice Block Determine Payment Block
Set Tolerance Limits
Code

Invoice Block Set Tolerance Limit
The following Tolerances Maintained:

Tolerance
Key
Description
KW
PP
VP
Variance from Condition Value

Price Variance
Moving Price Variance
Tolerance Limit
Lower
Higher
20%
20%
10%
25%

Page 97 of 101
1.1.9
Item Amount Check
Code

Item Amount Check Activate Item Amount Check
1.1.9
Authorization Management
1.1.9.1
Define Tolerance Groups
Code

Authorization Management Define Tolerance
Groups

Page 98 of 101
1.1.9.2
Define Tolerance Groups
Code

Authorization Management Assign User
Tolerance Group

Page 99 of 101

Page 100 of 101

Page 101 of 101

Customization Documentation SIW

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MATERIALS

About SAP R/3 Materials Management Configuration

SIW Configuration Document

Abbreviations and Acronyms used

IMG Sap Netweaver General Settings

Define Country Codes

IMG Sap Netweaver General Settings

SIW Configuration Document

Check Units of Measurements

IMG Sap Netweaver General Settings

Units of measurement are maintained as per SIW Units of measurement.

IMG Enterprise Structure Definition

IMG Enterprise Structure Definition

SIW Configuration Document

Select address tab

SIW Configuration Document

Maintain Storage location

IMG Enterprise Structure Definition

List of Storage locations maintained:

SIW Configuration Document

Maintain Purchase Organization

IMG Enterprise Structure Definition

Purchase Organization, 1000 is maintained.

SIW Configuration Document

IMG Enterprise Structure Assignment

Plant 6711 is assigned to Company Code 0670.

Assign Business Area to Plant / Valuation Area and Division

IMG Enterprise Structure Assignment

Select Plant/valuation area - division.

SIW Configuration Document

Assign Purchase Organization to Plant

IMG Enterprise Structure Assignment

SIW Configuration Document

______2. Logistics General

Configuring the Material Master

Define Structure Data Screens for Each Screen Sequence

Details of the configuration

IMG Logistics General Material Master

Assign Secondary Screens

IMG Logistics General Material Master

2.1.1.3 Maintain Order of Main and Additional Screens

Additional Screens appear as tab pages. We do this for each Screen

IMG Logistics General Material Master

Assign Screen Sequences to User/Material Type/

Details of the configuration

IMG Logistics General Material Master

2.1.1.5 Define How Maintenance Statuses are determined in Data

Details of the configuration

IMG Logistics General Material Master

SIW Configuration Document

Maintain User Settings

IMG Logistics General Material Master

2.1.2.1 Assign Fields to Field Selection Groups

IMG Logistics General Material Master

Maintain Field Selection for Data Screens

IMG Logistics General Material Master

Define Industry Sectors and Industry-Sector-Specific Field

IMG Logistics General Material Master

SIW Configuration Document

Define Plant-Specific Field Selection and Plant-Specific

Details of the configuration

Define Lock-Relevant Fields

IMG Logistics General Material Master

IMG Logistics General Material Master