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MÁSTER EN SOFTWARE DE GESTIÓN DE EMPRESA 
SAP R/3 
 
2003-2004 
Certificación MM (7130) 
Xavier Rovira-Juan Carlos Sarrasi
TSCM 52-1ª parte (14-16) 
 
 
© SAP AG TSCM52 14-1 
 SAP AG 2002
Course: Customizing Inventory Management
 SAP AG 2002 
 
 
 
© SAP AG TSCM52 14-2 
 SAP AG 2002
Course Content: Customizing Inventory Management
Unit Course Overview
Unit MM Organizational Levels
Unit Inventory Management
Unit Master Data in Materials Management
 
 
 
„ This Consultant Training contains different courses each discussing a specific topic. 
„ Each single course is divided into different units. 
 
© SAP AG TSCM52 14-3 
 SAP AG 2002
Customizing Inventory Management: Overview
Diagram (I)
Section OverviewSection Overview
Inventory ManagementInventory Management
Master Data in Master Data in 
Materials ManagementMaterials Management
MM Organizational LevelsMM Organizational Levels
 
 
 
 
 
© SAP AG TSCM52 15-1 
 SAP AG 1999
MM Organizational Levels
z Purchasing Organizations
z Plant and Storage Locations
z Relationships Between Organizational Units
Contents:
 
 
 
 
© SAP AG TSCM52 15-2 
 SAP AG 1999
MM Organizational Levels: Unit Objectives
At the conclusion of this unit, you will be able to:
z List the most important functions of the MM
organization structures
z Identify the relationships between the MM
organization levels and their environment
z Configure the Logistics (MM) organizational levels
in the Implementation Guide
z Use the plant copying and checking functions
 
 
 
 
© SAP AG TSCM52 15-3 
 SAP AG 2002
Customizing Inventory Management: Overview
Diagram (II)
Section OverviewSection Overview
Inventory ManagementInventory Management
Master Data in Master Data in 
Materials ManagementMaterials Management
MM Organizational LevelsMM Organizational Levels
 
 
 
 
© SAP AG TSCM52 15-4 
 SAP AG 1999
MM Organizational Levels: Business Scenario
z The implementation team has determined that
additional plants need to be created for the
implementation.
z They have also decided that it would be beneficial if
the new plants can utilize the existing contracts and
conditions negotiated by the central purchasing
organization. It intends to use the organizational
assignments for the new plants to accomplish this
goal.
 
 
 
 
© SAP AG TSCM52 15-5 
 SAP AG 1999
Company Code
Controlling Controlling 
areaarea
Business area
0001
Business area
0002
Chart of accounts
Currency
 
 
 
„ The information determined at company code level includes: 
y Company address 
y Chart of accounts 
y Balance sheet currency 
y Fiscal year variant 
y Controlling area 
y Business area balance sheet active 
„ You define the company code in the IMG, in the node Enterprise Structure → Definition Financial 
Accounting. You also define the company address, country, language, and currency for the company 
code here. 
„ In the IMG node Enterprise Structure → Allocation → Controlling, you assign the company code to 
a controlling area. 
„ In the IMG node Financial Accounting → Financial Accounting Global Settings → Company 
Code → Enter Global Parameters, you assign the chart of accounts. 
„ In the IMG node Enterprise Structure → Definition → Financial Accounting → Maintain Business 
Area, you define the business areas. 
 
© SAP AG TSCM52 15-6 
 SAP AG 1999
Purchasing Organization
Company codes
Purchasing group 2
Plant 1100
Purchasing group 1
Plant 1000
Purchasing group 3
Plant 1200
PurchasingPurchasing
organizationorganization
Info record
Contract
 
 
 
„ The purchasing organization is legally responsible for transactions made in Purchasing and for 
negotiating purchasing conditions. 
„ The R/3 System derives the company code for a purchasing transaction from the purchasing 
organization, if the purchasing organization is assigned to a company code. 
„ In the standard system, you store all conditions available in the system with reference to a purchasing 
organization. 
„ A purchasing organization can access the info records and contract conditions negotiated by one of 
the other purchasing organizations. 
„ You can model a central, cross-company code purchasing structure. In this case, you do not assign 
the central purchasing organization to a company code. 
 
© SAP AG TSCM52 15-7 
 SAP AG 1999
Valuation Area
Valuation area
Material - Valuation Levels
Company code Plant
0001
 
 
 
„ You define the valuation area by deciding at which level you want to valuate your stocks of 
materials. Your decision applies for all clients. 
„ Valuation area = Company code: The R/3 System creates the valuation data for a material for each 
company code. The price control used and the price of a material apply for each company code. This 
means that the material is valuated uniformly across all plants belonging to a particular company 
code. 
„ Valuation area = Plant: The R/3 System creates the valuation data for a material for each plant. The 
price control used and the price of a material apply for each plant. This allows you to valuate the 
same material in different ways in different plants. 
„ In a production system, you cannot change the valuation level to company code level or to plant 
level, because you would have to convert the data that already exists. 
„ For the PP component and for product costing, it is essential that you use the valuation level “Plant”. 
 
© SAP AG TSCM52 15-8 
 SAP AG 1999
Functions and data stored at plant level:
Material requirements planning
PP master data administration
PP order management
Capacity planning
Product costing
Forecast
Plant maintenance planning
Material inventory management
Purchasing views
Accounting views
(if valuation area = plant)
Plant
 
 
 
„ Production planning and actual production generally take place on a plant-specific basis. 
„ However, certain applications can operate on a cross-plant basis. 
„ You can also define pooled capacities for capacity planning. 
„ You can carry out product costing across plants. 
„ You can carry out certain functions in requirements planning with reference to the storage location. 
You can also carry out requirements planning for several plants at the same time. 
„ You can define a plant as a maintenance planning plant. 
 
© SAP AG TSCM52 15-9 
 SAP AG 1999
z The storage location is the level at
which a plant’s actual stocks of
materials are kept.
z The physical inventory takes place
at storage location level.
(Exception: physical inventory
within the Warehouse
Management System)
z Stocks are managed at storage
location level on a quantity basis
only – not on a value basis.
z A storage location is always
defined as belonging to a certain
plant.
Storage Location
 
 
 
„ The storage location key is unique only within a plant or with reference to a plant. 
 
© SAP AG TSCM52 15-10 
 SAP AG 1999
PlantPlant
11001100
PurchasingPurchasing
organizationorganization
10001000
PurchasingPurchasing
organizationorganization
12001200
PlantPlant
10001000
PlantPlant
12001200
StorageStorage
locationlocation
00010001
StorageStorage
locationlocation
00010001
StorageStorage
locationlocation
00100010
StorageStorage
locationlocation
00050005
Company codeCompany code
10001000
MM Organizational Levels
 
 
 
„ A plant is assigned to only one company code. A company code can contain more than one plant. 
„ A plant can contain more than one storage location, in which you manage material stocks.© SAP AG TSCM52 15-11 
 SAP AG 1999
DivisionDivision
Valuation level
DivisionDivision
DivisionDivision
DistributionDistribution
channelchannel
Purchasing organizationPurchasing organization 001001
00010001 00020002
Sales organizationSales organization
Plant 1000Plant 1000 Plant 1100Plant 1100
Company code
Organizational Structure of Logistics
Shipping point
0002
Shipping point
0001
Storage location 
0002
Storage location
0001
Stor. location 0003
(WMS warehouse)
 
 
 
„ The valuation level can be the plant (slide = SAP’s recommendation) or the company code. 
„ Purchasing organizations can be active for one or more plants. 
„ Sales organizations can be active for one or more plants. Sales organization, distribution channel, 
and product division are grouped to form a sales area. 
„ You can assign a plant to more than one sales organization/distribution channel combination. 
„ You assign each plant and division to one business area only. 
„ A plant can contain more than one shipping point. You can assign a shipping point to more than one 
plant. 
 
© SAP AG TSCM52 15-12 
 SAP AG 1999
Controlling area
1000
ClientClient
Controlling area
2000
Company
code 1000
Plant 1000Plant 1000
ValuationValuation
area 1000area 1000
ValuationValuation
area 1200area 1200
Plant 1200Plant 1200
ValuationValuation
area 1100area 1100
Plant 1100Plant 1100
ValuationValuation
area 2100area 2100
Plant 2100Plant 2100
ValuationValuation
area 3100area 3100
Plant 3100Plant 3100
Company
code 2000
Company
code 3000
Chart of
accounts
INT
R/3 Organizational Levels: MM and FI
 
 
 
„ The R/3 System differentiates between various organizational units, which have a specific 
significance within each application. 
„ For the purposes of product costing ann PP, it is absolutely essential that there is a separate valuation 
area for each plant. 
„ You always perform value-based inventory management at the level of the valuation area. 
„ Partial stocks of the same material can be subject to split valuation (for example, stocks of a material 
produced in-house can be valuated at a different price to stocks of the same material that were 
procured externally). Split valuation is controlled using the valuation category and valuation type. 
 
© SAP AG TSCM52 15-13 
 SAP AG 1999
Creating a Creating a “single plant”“single plant”
Maintain general plant data
Location (city)/street
Country/postal code
Address
Make assignments
e.g.: Plant Î Purchasing organization
Plant Î Company code
Check assignments
Check functional parameters for plant
Check/maintain all plant-dependent 
tables in the application areas.
Copying a Copying a “complex plant“complex plant””
Copy the general plant data and check
 Î Location (city)/street
Country/postal code
Address and so on
Copy all assignments
e.g.: Plant Î Purchasing organization
Plant Î Company code
Î Check assignments
Copy the functional parameters
The system copies all plant-dependent
tables in the application areas.
Check if necessary.
Plant 2000
Plant 1000
Creating a New Plant
 
 
 
„ You use the following extended functions to process organizational units: 
y Copy 
y Delete 
y Check 
y Create and process Project IMG view 
 These functions allow you to maintain not only the general plant data (key, description, address, 
country, language, factory calendar, and so on), but also additional plant-dependent table entries. 
„ Project IMG: 
 You use this function to create a new view for a Customizing project. The view that you create 
contains all the activities required to process the organizational unit within the scope of the 
Customizing project. 
The prerequisite for using this function is that you have already created a Customizing project. 
 
© SAP AG TSCM52 15-14 
 SAP AG 1999
Plant
dependent
tables
Plant
dependent
tables
Plant
dependent
tables
Plant
dependent
tables
Plant
dependent
tables
Checking a Plant
 
 
 
„ Checking a plant is a two-step procedure: 
y In the first step, the R/3 System checks if there is an entry in all tables in which the organizational 
unit specified in the table key exists. 
y In the second step, the R/3 System checks if the entry specified also exists in the dependent tables, 
which it checks against the table key. 
 
© SAP AG TSCM52 15-15 
 SAP AG 1999
z List the most important functions of the MM
organization structures
z Identify the relationships between the MM
organization levels and their environment
z Configure the Logistics (MM) organizational
levels in the Implementation Guide
z Use the plant copying and checking functions
You are now able to:
MM Organizational Levels: Summary
 
 
 
 
© SAP AG TSCM52 15-16 
MM Organizational Levels Exercises 
 
 
Unit: MM Organizational Levels 
Topic: Settings for the Enterprise Structure from 
the Materials Management Perspective 
 
 
• At the end of this exercise, you will be able to:Indentify the 
organizational structures relevant to Materials Management 
• Explain the reference purchasing organization and how it is 
used to support purchasing 
• Configure a new plant with storage locations, and maintain the 
assignment to the company code and relevant purchasing 
organizations 
• Use the plant copy functions 
• Explain the financial organizational units of company code 
and controlling area and how they relate to a plant 
 
 
Part of your job on the implementation team includes modeling 
the organizational structure of your company for the Logistics 
applications in the R/3 System. It has been determined that 
additional plants need to be created for the implementation. It has 
also been identified that the new plants will benefit if they can 
utilize the existing contracts and pricing negotiated by the global 
purchasing organization. It will be necessary to define the 
organizational assignments for the new plant so that this goal can 
be accomplished. 
1-1 General Relationships 
During consultation on the modeling of the organizational structure, the following 
statements were made. Decide whether they are true or false and give reasons for 
your answers. 
1-1-1 “One plant can be assigned to several company codes.” 
______________________________________________________ 
______________________________________________________ 
 
1-1-2 “A purchasing organization must always be assigned to a company 
code.” 
______________________________________________________ 
______________________________________________________ 
 
 
© SAP AG TSCM52 15-17 
1-1-3 “You can use the storage location key 0001 more than once.” 
 
______________________________________________________ 
______________________________________________________ 
1-2 Studying the MM Organizational Units 
You are helping to define the organizational units based on the current 
organizational structure of your company. 
In your view, what are the main criteria for defining the following? 
1-2-1 ... A new company code 
______________________________________________________ 
______________________________________________________ 
 
1-2-2 ... A new plant 
______________________________________________________ 
______________________________________________________ 
 
1-2-3 ... A new storage location 
______________________________________________________ 
______________________________________________________ 
 
1-2-4 ... A new purchasing organization 
______________________________________________________ 
______________________________________________________ 
 
1-2-5 ... A new purchasing group______________________________________________________ 
______________________________________________________ 
1-3 Defining Organizational Units 
Once the project committee has approved the organizational structure, you are 
asked to set up a new plant site with the key TR##. 
In this exercise, do not use the copy function at first, although this is advisable in 
practice. 
 
1-3-1 Define a new plant, TR##. Define DE as the country for this plant. 
______________________________________________________ 
 
 
© SAP AG TSCM52 15-18 
1-3-2 Assign your plant TR## to the factory calendar 01 Germany 
(standard). 
______________________________________________________ 
 
1-3-3 Create storage locations 0001, 0002, and 0003 for this plant. Maintain at 
least one address for each of these storage locations. 
______________________________________________________ 
 
1-3-4 Assign this plant (TR##) to company code 1000. 
 
1-3-5 Purchasing organization 1000 is responsible for this plant (TR##). 
Contract negotiations by Central purchasing for Europe (C100) should 
also be allowed. Configure these responsibilities. 
 
1-3-6 Can you assign this plant to purchasing organization 0001 as well? 
Why/why not? 
______________________________________________________ 
______________________________________________________ 
 
1-3-7 In the Implementation Guide, find out the significance of the standard 
purchasing organization. Which transactions is it used for? 
Assign for your plant purchasing organization 1000 as the standard 
purchasing organization. 
______________________________________________________ 
______________________________________________________ 
 
1-3-8 In the Implementation Guide, find out the significance of the reference 
purchasing organization. Has a reference purchasing organization been 
defined for purchasing organization 1000? 
______________________________________________________ 
______________________________________________________ 
 
1-3-9 Explain why purchasing groups must or must not be assigned to 
purchasing organizations. 
______________________________________________________ 
______________________________________________________ 
 
1-3-10 Review the assignment of company code 1000 to controlling area 1000. Is 
this controlling area responsible for plant TR##? 
______________________________________________________ 
 
© SAP AG TSCM52 15-19 
______________________________________________________ 
 
1-3-11 Complete the data for plant TR## by using the copy function to add the 
other settings. Use plant 1200, which is set up completely, as the 
template to copy. 
Verify that the plant parameters have been maintained for your new plant. 
(As an example, choose IMG → Materials Management → Inventory 
Management and Physical Inventory→ Plant Parameters. ) 
 
© SAP AG TSCM52 15-20 
MM Organizational Levels Solutions 
 
 
Unit: MM Organizational Levels 
Topic: Settings for the Enterprise Structure from 
the Materials Management Perspective 
1-1 General Relationships 
1-1-1 False, each plant can only be assigned to one company code. 
1-1-2 False, you do not have to assign a purchasing organization to a company 
code if this purchasing organization functions as a central purchasing 
organization. If a company code assignment for a purchasing organization 
is not made, plants from different company codes can be assigned to the 
same purchasing organization. 
1-1-3 True, you can use the storage location key 0001 more than once because you 
define storage locations with reference to a plant. 
1-2 Studying the MM Organizational Units 
1-2-1 The company code embodies an independent organizational unit for 
Financial Accounting. You create a new company code when you want to 
establish a new company in the SAP system. 
 
1-2-2 The plant represents an organizational unit for Logistics, which structures a 
company from the perspective of production, procurement, plant 
maintenance and requirements planning. 
You create a new plant when you want to establish a new or separate 
production planning area or if material stock has to be valued separately 
(only possible if valuation level is plant). 
 
1-2-3 The storage location represents an organizational unit/area for distinguishing 
between material stocks within a plant. You create a new storage location 
when you want to establish a new area with separate quantitative inventory 
management. 
 
1-2-4 The purchasing organization represents an organizational unit within 
Logistics that structures the company according to its purchasing 
requirements. You create a new purchasing organization when you want to 
establish conditions and outline agreements for one or several plants. 
 
1-2-5 The purchasing group represents a person or a group of people responsible 
for certain purchasing activities. You create a new purchasing group when a 
new or another colleague takes over purchasing activities. 
 
© SAP AG TSCM52 15-21 
1-3 Defining Organizational Units 
1-3-1 IMG → Enterprise Structure → Definition → Logistics – General → 
Define, copy, delete, check Plant 
Choose Define plant 
Choose New Entries 
Enter Plant TR## 
Choose Address 
Maintain the address details and country code DE 
Save 
 
1-3-2 IMG→ Enterprise Structure → Definition → Logistics – General → 
Define, copy, delete, check Plant 
Choose Define plant 
Select the line item for the plant and choose Goto → Details. 
 Enter Factory calendar 01 
 Save 
 
1-3-3 IMG→ Enterprise Structure → Definition → Materials Management 
→ Maintain storage location 
Enter plant TR## and choose Continue 
Choose New entries 
Add the new entries. 
Maintain the addresses for storage locations 0001, 0002, and 0003 by 
selecting the storage location and selecting the folder Addresses of storage 
locations. 
Enter the first address number, such as 01, then select Address from the 
toolbar. Enter an address. 
Save. 
 
 
© SAP AG TSCM52 15-22 
 
1-3-4 IMG→ Enterprise Structure → Assignment → Logistics – General → 
Assign plant to company code. 
Select company code 1000 
Choose Assign 
Select plant TR## and choose Adopt 
Save. 
 
 
1-3-5 IMG→ Enterprise Structure → Assignment → Materials Management 
→ Assign purchasing organization to plant. 
Plant TR## must be assigned to both purchasing organizations 1000 and 
C100. 
Select purchasing organization 1000 
Choose Assign 
Select plant TR## and choose Copy 
Repeat the assignment for purchasing organization C100 
Save. 
 
1-3-6 No. If your plant is assigned to company code 1000, you cannot assign this 
plant to purchasing organization 0001, because purchasing organization 
0001 is assigned to company code 0001. 
 
1-3-7 IMG→ Enterprise Structure → Assignment → Materials Management 
→ Assign standard purchasing organization to plant. 
The standard purchasing organization is required for consumption postings 
for consignment and pipeline materials. It is also used for automatically 
creating purchase orders upon goods receipt as via the info record for the 
standard purchasing organization, the system can find the price information. 
Enter purchasing organization 1000 in the entry for plant TR## 
Save. 
 
1-3-8 IMG→ Enterprise Structure → Assignment → Materials Management 
→ Assign Purchasing Organization to Reference Purchase 
Organization. 
Purchasing organization C100 is defined as the reference purchasing 
organization for purchasing organization 1000. 
The significance of having a reference purchasing organization is to be able 
to utilized the contracts and pricing conditions established by the reference 
organization. 
 
 
© SAP AG TSCM52 15-23 
1-3-9 Purchasing groups are not assigned to purchasingorganizations. Both 
settings are independent of one another. Purchasing groups are created for 
the individual employees to enable definition of user-specific activities 
settings (such as the printer for the purchase order printout, and contact 
person details, telephone number, and fax number on purchasing 
documents). Purchasing groups are assigned to materials through the 
material master record. 
Purchasing organizations are set up as a level for defining conditions (price 
determination) and negotiating outline agreements. 
 
1-3-10 IMG→ Enterprise Structure → Assignment → Controlling → Assign 
company code to controlling area. 
Controlling area 1000 is responsible for plant TR##. This results from the 
assignments: 
Plant → Company code 
and 
Company code → Controlling area. Company code 1000 is assigned to 
controlling area 1000. Therefore, controlling area 1000 is responsible for 
your plant. 
 
1-3-11 IMG→ Enterprise Structure → Definition → Logistics – General → 
Define, copy, delete, check Plant. 
Choose Copy, delete, check plant 
Select Copy org. object 
Enter from plant 1200 to plant TR## 
Choose Enter 
Select Yes to copy the complete object. 
 
 
© SAP AG TSCM52 16-1 
 SAP AG 2002
Inventory Management
z Settings for Goods Movements
z Definition of New Movement Types
Contents:
 
 
 
 
© SAP AG TSCM52 16-2 
 SAP AG 1999
Inventory Management: Unit Objectives
At the conclusion of this course, you will be able to:
z Create number ranges for material documents
and assign transactions
z Modify the field selection and screen layout for
goods movements
z List the most important characteristics of
movement types
z Define a new movement type and configure
account determination for movement types that
use account grouping
 
 
 
 
© SAP AG TSCM52 16-3 
 SAP AG 2002
Customizing Inventory Management: Overview
Diagram (III)
Section OverviewSection Overview
Inventory ManagementInventory Management
Master Data in Master Data in 
Materials ManagementMaterials Management
MM Organizational LevelsMM Organizational Levels
 
 
 
 
© SAP AG TSCM52 16-4 
 SAP AG 1999
Inventory Management: Business Scenario
z You have been asked to create a new movement
type for goods issues to cost centers.
z Your company’s aim is to use this movement type
to separate expenses between different G/L
accounts according to certain criteria.
z You want to configure the dynamic availability
check for these new movement types to inform
users of possible unavailability.
z You have been asked to provide an overview of
the configuration of output determination in
Inventory Management.
 
 
 
 
© SAP AG TSCM52 16-5 
 SAP AG 1999
Accounting documentsAccounting documents
Document type
Number range
Number interval
(Dependent on year and company code)
Group 2
(Other goods movements, 
physical inventory differences)
To year: number interval 2
2000: 49 000 000 ---
49 999 999
Transaction type 3
(WI)
Transaction type 2
(WA)
111
222
Number Assignment for Goods Movements
Transaction
Transaction type 1
(WE)
Material documentsMaterial documents
To year: number interval 1
2000: 50 000 000 ---
50 999 999
Group 1
(Goods receipt for purchase order,
goods receipt for order, ...)
 
 
 
„ You must not change the transaction type assigned to a goods movement. 
„ Internal number assignment is defined for material documents. 
„ For Italy, you have the option of defining external or internal number assignment for GR/GI slips. 
 
© SAP AG TSCM52 16-6 
 SAP AG 1999
Field selection for 
movement type
Field selection rules 
for G/L account
Field selection for:Field selection for:
ggoods issues, transfer postings, other receiptsoods issues, transfer postings, other receipts
Screen Layout for Movement Types
 
 
 
„ The settings made in the Define Screen Layout activity, concerning the field selection for the 
movement type, apply for goods movements and reservations. 
„ You configure the field selection for the fields G/L account and Reason for movement using separate 
activities. 
„ The field selection for the movement type must not conflict with the settings for field selection for 
the G/L account to be posted to (offsetting entry for inventory posting). 
„ You define the field selection dependent on the G/L account using the field status group in the G/L 
account master. You assign the G/L account-dependent field selection to the company code using the 
field status variant. 
„ In addition, the R/3 System checks if the field selection for the G/L accounts matches the field 
selection for the relevant posting key for the transaction. 
„ In Customizing for Financial Accounting, you can define the field selection for posting keys and for 
the various field status groups. 
„ In particular, you should note that you must define a mandatory entry in the G/L account as a 
mandatory entry for the movement type as well. 
 
© SAP AG TSCM52 16-7 
 SAP AG 1999
Field Sel. for Goods Movements: Special Aspects
Customizing Enter goods movement
Reason for movement:
- Define key
- Define field selection for 
 each movement type
222 On the Details screen, 
the field “Reason for 
movement” is:
- Mandatory entry
- Optional entry
- Suppressed
222
Configure manual 
account assignment 
for each movement type
111 Account for offsetting entry
for inventory posting is: 
- Mandatory entry
- Optional entry
- Suppressed
111
 
 
 
„ In the standard system, you can enter the account for the offsetting posting for the inventory posting 
manually when you enter goods movements. In doing this, you change the account number 
assignment predefined in account determination. In the Set Manual Account Assignment activity, you 
define the movement types for which the G/L account is to be available for manual input of the 
offsetting account for the inventory posting. 
„ When entering goods movements (such as in the case of a return delivery of material to the vendor), 
you can specify the reason for performing this movement (such as due to unacceptable quality). 
The R/3 System saves the reason for the movement in the material document. In Inventory 
Management, you can use a report to analyze the material documents for which a reason for the 
movement was specified. 
„ In Customizing, you can do the following for each movement type: 
⌧ Define whether the field Reason is mandatory, optional, or suppressed for entry 
⌧ Store a key for explaining the movement (such as reason for return in the case of a return delivery) 
and a relevant text. When entering a goods movement, you can only enter reasons that are defined 
for this movement type. 
 
© SAP AG TSCM52 16-8 
 SAP AG 1999
Field Selection for Initial Screen/Header Screen
The settings apply to all initial 
screens/header screens (1):
You can have settings apply
under certain conditions,
for example: transaction code
Document date
Document header text
Posting date
Bill of lading
Reason for movement
Delivery note number
Material slip
Modifiable fieldsModifiable fields
9
9
9
Input Reqd Disp. Supp. HiLi.
 
 
 
„ In the case of modifiable fields, you use indicators to define how the individual fields are displayed 
on the screen. You have the following options: 
y The field is ready for input (standard setting). 
y The field requires an entry (mandatory entry). 
y The field is displayed only. 
y The field is suppressed. 
y The field is highlighted. 
„ These settings can apply to the entire client or you can narrow them down using the influencing 
fields. This enables you to define the field as a mandatory entry depending on the transaction or thedocument type. 
„ (1) When you call this activity, the list of all fields that you can modify appears. The settings made in 
this list apply to the entire client if there are no restrictions or if the requirements for the conditions 
are not met. 
„ (2) You make the settings for influencing fields on a separate screen. 
 
© SAP AG TSCM52 16-9 
 SAP AG 1999
Field Selection for Transaction MIGO
Header and detail fieldsHeader and detail fields
Table columnsTable columns
The settings apply to all header 
screen/detail screens, for example:
Date of production
MPN material
Vendor material no.
Reason for movement: key
Reason for movement: text
Returns item
Account assignment 9
9
9
Input Reqd Disp. Supp. HiLi.
 
 
 
 
© SAP AG TSCM52 16-10 
 SAP AG 1999
Material
indicator
Availability check
Goods movement
Checking rule
Movement type
Message on
screen
Customizing
- Definition of checking 
 rules
- Assignment of checking 
 rule to R/3 transaction
Customizing
Message type
(error, warning,
information)
Customizing
- Stock types
- Inward/outward elements
- Take account of 
 replenishment lead time?
Check
availability
Dynamic Availability Check
 
 
 
„ You can activate the dynamic availability check in Customizing for entering reservations and goods 
movements. The R/3 System then carries out the dynamic check in addition to the routine static 
availability check. 
 
© SAP AG TSCM52 16-11 
 SAP AG 1999
Movement Types (1)
Level ... dependent on ... ... settings for ...
Movement type
Short texts
Permitted R/3
transactions
Help texts
Field selection
batch search
Movement type
Movement type
Special stock indicator
Movement indicator
Inward movement indicator
Consumption indicator
Movement type
Movement type
Special stock indicator
Transaction
Movement type
Special stock indicator
Entry control 
(print indicator, batch indicator, check expiration date)
Update control (automatic LORT, 
consumption, statistics, physical inventory)
Movement type text
(description of the movement)
When may you use the movement type?
(Propose movement type despite different movement 
type indicator?)
Extended text
(Text describing the individual movement)
Field selection control, batch search procedure
(schema for batch determination)
 
 
 
„ The movement type is a central control parameter for goods movements. When you create a new 
movement type, you reference one of the model movement types. The latter’s control indicator 
appears as the default value for the new movement type. 
„ You maintain various views for a movement type on the relevant screens. You define the parameters 
for the individual views depending on various key terms. 
„ You choose a value string and a quantity string for the movement type. The value string controls the 
G/L account determination for transactions covered by the movement type (see also the unit on 
valuation and account assignment), whereas the quantity string controls the updating of the material 
master fields. 
„ You can also maintain the parameters for existing movement types using the function for configuring 
new movement types. 
The work area that you specify when you enter this transaction must include all movement types that 
you want to access during configuration. 
 
© SAP AG TSCM52 16-12 
 SAP AG 1999
... dependent on ... ... settings for ...Level
Update control,
WMS movement
types
Account
grouping
Revers./follow-on
movement types
Reason for
movement
Deactivate QM
inspection 
processing
LIS statistics
group
Movement type and indicators for
value/quantity updates, 
special stocks, movements,
receipts, and consumption
Movement type and indicators for
special stocks, value/quantity updates,
movements, and consumption
Movement type, function code
Movement type,
key for reason
Movement type and indicators for
special stocks, movements,
receipts, and consumption
Movement type and indicators for
special stocks and movements
Entry control
(availability check, missing parts processing)
Update control
(LIFO/FIFO, LVS, QM, value/quantity string)
Account grouping code,
Indicator for "Check account assignment"
Reversal movement type,
Indicator for "Type of posting"
Description of reason
Movement type for QM inspection
processing not active
Statistical update control (LIS)
Movement Types (2)
 
 
 
 
© SAP AG TSCM52 16-13 
 SAP AG 1999
System Messages in Inventory Management
VersionVersion AAAA No.No. TextText TypeType
0000 012012 018018 Enter the date of productionEnter the date of production EE
0000 M7M7 127127 Material & & & flagged for deletionMaterial & & & flagged for deletion EE
0000 M7M7 134134 Material & is a missing partMaterial & is a missing part WW
0000 M7M7 163163 Latest possible delivery date was &Latest possible delivery date was & WW
Z1Z1 M7M7 127127 Material & & & flagged for deletionMaterial & & & flagged for deletion WW
System messagesSystem messages
MSVMSV Z1Z1
User parametersUser parameters
Type ofType of
message inmessage in
the applicationthe application
 
 
 
„ All user-definable messages are stored as version 00. 
„ You can define the type of system message for a version: 
y Warning message 
y Error message 
y No message 
„ You can define your own versions (such as Z1) for user-dependent or user group-dependent control 
of system message output. The version is assigned in the user’s master record using the parameter 
MSV. 
„ If parameter MSV has not been maintained for a user, the R/3 System uses version 00. 
„ If there is no entry in the table for a specific version, the R/3 System outputs the message as a 
warning. 
 
© SAP AG TSCM52 16-14 
 SAP AG 1999
Plant Parameters (1)
z Create storage location data for materials automatically
z Propose final delivery indicator
z Missing parts check active at GR
z Batch where-used list active/not active
z Check for expiration date
z ...
Settings for Goods MovementsSettings for Goods Movements
Allow negative stocks for individual special stocks (vendor consignment, 
customer consignment, ...)
(Condition: negative stocks are allowed at plant level and storage location level)
Settings for negative stocksSettings for negative stocks
 
 
 
 
© SAP AG TSCM52 16-15 
 SAP AG 1999
Plant Parameters (2)
z Stock types
z Propose alternative units of measure
z Determine batches in the background
z Create change documents when changing the count results
z Modifying the book inventory balance
z Reason for physical inventory difference
Settings for the physical inventorySettings for the physical inventory
z Propose “Movement allowed” indicator
z Date specification for setting the “Movement allowed” indicator
z Retention period for reservation items
Settings for reservationsSettings for reservations
 
 
 
 
© SAP AG TSCM52 16-16 
 SAP AG 1999
Inventory Management: Summary
You are now able to:
z List the important settings for Inventory
Management transactions and implement them
with the help of the IMG
z Create a new movement type
 
 
 
 
© SAP AG TSCM52 16-17 
Inventory Management Exercises 
 
 
 
Unit: Inventory Management 
Topic: Movement Types 
 
 
At the end of this exercise, you will be able to: 
• Check and modify the settings for movement types 
• Define a new movement type 
 
 
Your company requires a new movement type for goods issues, 
because certain consumption postings are to be registered to 
different cost elements. In contrast to goods issues to a cost center 
using movement type 201, a different field selection is also 
required for the new movement type because manual entry of aconsumption account is to be blocked and an explanation for the 
movement is to be entered in the field Item text. 
As a member of the project team, you are responsible for 
implementing this. 
1-1 New Movement Type for Goods Issues 
1-1-1 Give possible reasons or various examples from your company that could 
call for a new movement type. 
______________________________________________________ 
______________________________________________________ 
1-1-2 What options do you have if your company is to use two different accounts 
(cost elements) for consumption of goods issues to a cost center? 
______________________________________________________ 
______________________________________________________ 
1-1-3 Define a new movement type, Z##, as a copy of movement type 201. Save 
your movement type and make the following settings for it: 
1-2 Screen Layout/Field Selection 
1-2-1 The consumption account number should always be determined through 
automatic account determination and no manual account assignment 
may occur. Define a suitable control for manual account assignment for this 
movement type to block manual entry of a consumption account. How do 
you proceed? 
______________________________________________________ 
______________________________________________________ 
 
© SAP AG TSCM52 16-18 
1-2-2 Define a suitable field selection for this new movement type for goods 
issues from your company's own stock so that no one can post goods 
movements using movement type Z## without providing a reason or 
explanation for the goods issue. How would you proceed? 
When you do this, take into account goods issues from the company’s own 
stock only. 
______________________________________________________ 
______________________________________________________ 
______________________________________________________ 
1-2-3 What other influencing factors for field selection must you use to verify 
your movement type field selection settings? 
______________________________________________________ 
______________________________________________________ 
1-3 Test the New Movement Type 
Check that all your settings are correct and complete by doing a test in Inventory 
Management: 
1-3-1 Check the current stock for your material T-T1## in plant 1000. 
 
 
If no inventory is available, post a goods receipt for one of 
your purchase orders for material T-T1## in plant 1000, 
storage location 0001. 
1-3-2 Enter a goods issue to cost center 1000 for 10 pieces of your material T-
T1## from plant 1000, storage location 0001, with your new movement type 
Z##. Check the three changes that you made in Customizing: 
Is the GL account changeable? 
______________________________________________________ 
Must you enter either item text and/or a reason code? 
______________________________________________________ 
Material document number: 
______________________________________________________ 
1-3-3 For the purposes of comparison, enter another goods issue to cost center 
1000 for 10 pieces of the same material from plant 1000, storage location 
0001 with movement type 201. 
Is the GL account changeable? 
______________________________________________________ 
Must you enter either item text and/or a reason code? 
______________________________________________________ 
Material document number: 
______________________________________________________ 
 
© SAP AG TSCM52 16-19 
Exercises 
 
 
 
Unit: Inventory Management 
Topic: Availability Check (optional exercise) 
 
 
At the end of this exercise, you will be able to: 
• Check the settings for the dynamic availability check 
 
 
Your company uses manual reservations to record material 
requirements at an early stage – sometimes with considerable 
delivery times. You should modify the dynamic availability check 
for these manual reservations in such a way that the user always 
receives a message about the availability or non-availability of 
the materials. 
2-1 Activate the Dynamic Availability Check 
2-1-1 Is the dynamic availability check active when you create a reservation? If 
so, which checking rule is assigned to this transaction if required? 
______________________________________________________ 
2-1-2 Which goods issues and receipts does this checking rule take into account 
for the materials that contain the key for individual requirements as a 
control indicator for the availability check? 
Receipts: _____________________________________________ 
_____________________________________________ 
Issues: _____________________________________________ 
_____________________________________________ 
2-1-3 Which setting has been made for the replenishment lead-time for this 
combination of individual requirements and checking rule for reservations? 
What effect would changing this indicator have? 
______________________________________________________ 
______________________________________________________ 
2-1-4 If the total replenishment lead-time is not taken into consideration by the 
checking rule, explain which field in the material master is used to 
determine the replenishment time. 
______________________________________________________ 
______________________________________________________ 
 
© SAP AG TSCM52 16-20 
2-2 Settings for the Movement Type 
2-2-1 When you enter a reservation with movement type 201, the system only 
sends a warning message in the event of non-availability when reserving 
material that is not special stock, with value and quantity updating active. 
Which key is used to control this? 
______________________________________________________ 
______________________________________________________ 
2-2-2 When you enter a reservation with movement type Z##, the system should 
always output a message about the availability whether or not it is 
available. In the event of non-availability, the system is to send a warning 
message. Which key do you use to control this? 
Make this setting for movement type Z##, without special stock, and with 
quantity and value updating active. 
______________________________________________________ 
______________________________________________________ 
2-3 Check These Settings: 
2-3-1 Create the MRP data for the material master record for T-T1## for plant 
TR##. To do this, copy the MRP data from plant 1000 to plant TR## 
(delete the MRP group while copying the MRP 1 view). All other fields 
can remain unchanged. Is requirements planning defined for this material? 
MRP type: ____________________________________ 
What scheduling data in proposed on the MRP2 screen? 
GR processing time: ___________________________ 
Planned delivery time: _________________________ 
Which indicator is set for the availability check? Write down the 
replenishment lead time as well. 
Availability indicatory: ___________________________________ 
Total repl lead time: ___________________________________ 
2-3-2 Display the stock overview and the current stock/requirements list for 
material T-T1## in plant TR##. Write down the following stock levels 
(each at plant level). 
If there is no warehouse stock, post an initial stock balance of 100 pieces in 
plant TR##, storage location 0001. 
Unrestricted use: _______________________________________ 
Reserved: _______________________________________ 
Ordered: _______________________________________ 
 
© SAP AG TSCM52 16-21 
2-3-3 Add reservations for material T-T1## in plant TR## for cost center 1000 
using the following information (without saving them). 
When you do this, check if a warning message about non-availability or an 
information message about availability is issued. 
If the stock on order for this material in plant TR## is not zero, you musttake into account the purchase order quantity and the receipt date. 
a) Movement type Z##, goods issue to cost center 1000: 
Reserve a small quantity that is currently available in unrestricted use 
stock. Use a withdrawal date one week from today. 
 Does the system issue a message that the material is available? 
________________________________________________ 
 
b) Movement type Z##, goods issue to cost center 1000: 
Reserve a large quantity that is not available in unrestricted use stock 
Use a withdrawal date one week from today. 
 Does the system issue a warning message that the material is not 
available in a week’s time? 
 ________________________________________________ 
 
c) Movement type Z##, goods issue to cost center 1000: 
Reserve a large quantity that is not available in unrestricted use stock 
Use a withdrawal date two months from today. 
 What message does the system issue? 
 ________________________________________________ 
 
 
© SAP AG TSCM52 16-22 
Inventory Management Solutions 
 
 
 
Unit: Inventory Management 
Topic: Movement Types 
1-1 New Movement Type for Goods Issues 
1-1-1 Examples could include the need for different automatic account 
determination, field selection or analyses of the movement type. 
1-1-2 One solution would be to create two different movement types so that a 
separate account could be determined in automatic account determination. 
This would require a different account grouping (modifier) for each 
movement type. 
Another approach would be to allow the storeperson to enter the 
consumption account manually. This can be permitted by allowing 
changes to the account control. 
For control reason, we would recommend copying movement type 201 and 
configuring the account determination separately for the new movement 
type using a separate account grouping. 
 
1-1-3 IMG → Materials Management → Inventory Management and 
Physical Inventory → Movement Types → Copy, Change Movement 
Types 
Select movement type 201 
Choose Copy as 
Replace 201 with Z## 
Choose Enter 
Choose “copy all” 
Choose Save 
 
© SAP AG TSCM52 16-23 
1-2 Screen Layout/Field Selection 
1-2-1 Choose either: 
IMG → Materials Management → Inventory Management and 
Physical Inventory → Movement Types → Copy, Change Movement 
Types 
Select movement type Z## 
Choose Details 
Set the suppress indicator for Account control 
Choose Save 
or: 
IMG → Materials Management → Inventory Management and 
Physical Inventory → Goods Issue / Transfer Postings → Set Manual 
Account Assignment 
Set the suppress indicator for Account control against movement typeZ## 
Choose Save 
 
1-2-2 You can use the Item text field or Reason for movement field to enter a 
text explanation or reason code for the movement. 
In the first case, you could configure the Item text field as a mandatory 
field; an explanation could be recorded in this field. 
IMG → Materials Management → Inventory Management and 
Physical Inventory → Goods Issue / Transfer Postings → Define screen 
layout 
Select Z##, with blank special stock 
Choose Details 
Choose General data 
Change the line item text indicator to req. entry 
Choose Save 
or 
IMG → Materials Management → Inventory Management and 
Physical Inventory → Movement Types → Copy, Change Movement 
Types 
 Select Z## 
Choose Field Selection 
Select Z##, with a blank special stock indicator 
Choose Details 
Choose General data 
Change the line item text indicator to req. entry 
Choose Save 
 
 
© SAP AG TSCM52 16-24 
In the second case you, you could require a Reason for Movement code, 
and predefine the possible “reasons” (acknowledgment numbers) through 
configuration. 
IMG → Materials Management → Inventory Management and 
Physical Inventory → Movement Types → Record Reason for Goods 
Movements 
Choose Control reason 
Set this as a required entry for movement type Z## 
Choose Reason for movement and create reason codes and text for 
movement type Z##. 
Choose Save 
Next, you need ti define the possible reason codes: 
Choose Reason for movement 
Choose New entries and create two reason codes with descriptions. 
Choose Save 
 
1-2-3 You must check the field selection settings for the movement type against 
the field selection settings that depend on the G/L account (offsetting entry 
= consumption account). This could be done either during the actual 
movement transaction, or when using the simulation mode during account 
assignment configuration. 
 
In addition, report RM07CUFA can be executed to compare 
the field selection for a GL account with a movement type. 
System → Services → Reporting 
Enter the program name 
Choose Execute 
Enter the Movement type, Company code and G/L 
accounts to be checked 
Choose 
1-3 Test the New Movement Type 
1-3-1 Check the current stock of T-T1## in plant 1000. 
SAP menu → Logistics → Materials Management → Inventory 
Management → Environment → Stock → Stock Overview 
Enter the Material and Plant 
Choose Execute 
 
1-3-2 Enter a goods issue and verify the customizing settings for movement type 
Z##. 
SAP menu → Logistics → Materials Management → Inventory 
Management → Goods Movement → Goods Issue 
Enter the New Movement type, Plant and Storage location 
Choose Enter 
 
© SAP AG TSCM52 16-25 
Enter the Material, Quantity and Cost Center 
Choose Enter 
The fields Item text and/or Reason require an entry. 
You cannot manually enter the account for the offsetting posting. 
 
Choose Save 
 
1-3-3 Enter a goods issue and verify the customizing settings for movement type 
201. 
SAP menu → Logistics → Materials Management → Inventory 
Management → Goods Movement → Goods Issues 
You can manually change the account for the offsetting entry 
 The fields Item text and/or Reason do not require an entry. 
 
© SAP AG TSCM52 16-26 
Solutions 
 
 
 
Unit: Inventory Management 
Topic: Availability Check 
2-1 Activate the Dynamic Availability Check 
2-1-1 IMG → Materials Management → Inventory Management and 
Physical Inventory → Reservation → Set Dynamic Availability Check 
Choose Transaction code 
MB21 is assigned to Checking rule 03 
 
2-1-2 Which receipts and issue transactions are taken into account? 
Choose Define checking rule 
Select Availability control 02(individual), checking rule 03 
Choose Details 
Receipts: Purchase orders 
Issues: Reservations, sales requirements, deliveries 
 
2-1-3 The replenishment lead time is not taken into account. 
When taking the replenishment lead-time into account, the system assumes 
that the material can be procured within the RLT that is defined in the 
material master. This would mean that stock will always be available for 
reservations requestion stock outside the the RLT. 
 
2-1-4 Two fields on the MRP2 view of the material master record are taken into 
consideration: 
 GR processing time in workdays 
 Planned delivery time in calendar days. 
 
Note: All reservations for stock requests after today’s date + 
GR processing time + planned delivery time will be seen as 
"Available". 
 
 
© SAP AG TSCM52 16-27 
2-2 Settings for the Movement Type 
2-2-1 IMG → Materials Management → Inventory Management and 
Physical Inventory → Reservation → Set Dynamic Availability Check 
Choose Movement type 
The Dynamic Availability check indicator controls the message displayed. 
Indicator A for the dynamic availability check has the effect of issuing a 
warning message only in the case of non-availablity. 
 
2-2-2 For movement type Z##, without special stock, and with quantity and value 
updating active. 
Assign Dynamic Availability check indicator E to movement type Z##. 
Choose Save 
2-3 Check These Settings: 
2-3-1 Favorites → MaterialMaster → Material → Create (General) → 
Immediately 
 Create the MRP 1,2,3 and 4 views for material T-T1##, plant TR##. Copy 
this data from material T-T1##, plant 1000. Remove the MRP group while 
copying. 
MRP type (MRP 1): PD (Plant 1000) 
GR processing time (MRP 2): 1 day (work days) 
Planned delivery time (MRP 2): 10 days (calendar days) 
Indicator for availability check (MRP 3): 02 
Total repl lead time (MRP 3): 0 days (calendar days) 
 
2-3-2 Stock Overview 
SAP menu → Logistics → Materials Management → Inventory 
Management → Environment → Stock → Stock Overview 
Unrestricted use: depending on previous exercises 
Reserved: 0 
Ordered: 0 (depending on previous exercises) 
 
Stock requirements List: 
SAP menu → Logistics → Materials Management → Inventory 
Management → Environment → Stock → Stock/Requirement List 
Enter the Material and Plant 
Choose Execute 
 
 
© SAP AG TSCM52 16-28 
2-3-3 Test the settings for the availability check. 
SAP menu → Logistics → Materials Management → Inventory 
Management → Reservation → Create 
a) Yes, an information message is issued stating that the material will be 
 available. 
b) Yes, a warning message is issued since the material is not available. 
c) A warning message is issued since the material is not available.