MRP Configuration Rationale Document

March 21, 2018 | Author: Samkelwe January | Category: Technology, Computing, Software, Information Technology Management, Business


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Configuration Rationale DocumentFunctional Delivery MRP Configuration Rationale Document Document Reference: MRP CRD Author: Reviewed by: Current Status: Issue Date: Version: 0.2 84836645.doc Page 1 of 71 15/02/12 Accenture Internal Use Only Configuration Rationale Document Contributors Name Role Document Updates Name Date Reason Version Reviewers Name Role Date Signature CONFIGURATION HISTORY Who Date Configured Transport Request No. 84836645.doc Page 2 of 71 15/02/12 Accenture Internal Use Only Configuration Rationale Document 1. INTRODUCTION AND OBJECTIVES................................................................................5 2 CONFIGURATION ..............................................................................................................5 3.1 Carry Out Overall Maintenance of Plant Parameters ...............................................................................................5 2.1.1 Definition ..................................................................................................................................................................5 3.1.0 SAP Configuration Path ...........................................................................................................................................6 3.1.1 Configuration Settings..............................................................................................................................................6 3.1.2 Rationale..................................................................................................................................................................24 3.1.3 Test Conditions........................................................................................................................................................31 3.2 Check MRP Types........................................................................................................................................................32 3.2.0 Definition ................................................................................................................................................................32 3.2.1 SAP Configuration Path .........................................................................................................................................32 3.2.2 Configuration settings............................................................................................................................................32 3.2.3 Rationale..................................................................................................................................................................33 3.2.4 Test Conditions........................................................................................................................................................34 3.3 Activate Materials Requirement Planning.................................................................................................................35 3.3.0 Definition ................................................................................................................................................................35 3.3.1 SAP Configuration Path .........................................................................................................................................35 3.3.2 Configuration settings............................................................................................................................................35 3.3.3 Rationale..................................................................................................................................................................38 3.3.4 Test Conditions........................................................................................................................................................40 3.4 Define Individual Period Split for Period Totals.......................................................................................................40 3.4.0 Definition ................................................................................................................................................................40 3.4.1 SAP Configuration Path .........................................................................................................................................40 3.4.2 Configuration settings............................................................................................................................................40 3.4.3 Rationale..................................................................................................................................................................41 3.4.4 Test Conditions........................................................................................................................................................42 3.5 Define Period Display for Period Totals.....................................................................................................................42 3.5.0 Definition ................................................................................................................................................................42 3.5.1 SAP Configuration Path .........................................................................................................................................42 3.5.2 Configuration settings............................................................................................................................................42 3.5.3 Rationale..................................................................................................................................................................43 3.5.4 Test Conditions........................................................................................................................................................43 3.6 Define Receipt Elements for Receipt Days' Supply...................................................................................................44 3.6.0 Definition ................................................................................................................................................................44 3.6.1 SAP Configuration Path .........................................................................................................................................44 3.6.2 Configuration settings............................................................................................................................................44 3.6.3 Rationale..................................................................................................................................................................46 3.6.4 Test Conditions........................................................................................................................................................46 3.7 Define Navigation Profiles............................................................................................................................................47 3.7.0 Definition ................................................................................................................................................................47 84836645.doc Page 3 of 71 15/02/12 Accenture Internal Use Only .......................................................................................................................................................8...................................................................................................................................................................................57 3...............................................................................................Configuration Rationale Document 3..............................8.............3 Rationale...............8..................4 Test Conditions...................0 Definition ......................................................57 3........71 84836645......4 Test Conditions......11.....................................................61 3................................11...........7....................................2 Configuration settings.........................................................................................................69 3..........................................................................................58 3......................7......................................60 3....................................................................10............................10....................................................................65 3...............11............................................................9...7.........................................................47 3.......69 4 KEY DEVELOPMENTS..................................................................................................................................................................58 3...........................3 Rationale........................................................................................................................................................................................................................................................9...8 Define Screen Sequence for Header Details............................................................................................................8...........2 Configuration settings.....................................................................10.....11...54 3.............................................................1 Configuration settings.........................1 SAP Configuration Path .........................................................................................................................................................................1 SAP Configuration Path........1 SAP Configuration Path .........................55 3............60 3.......................0 Definition .................54 3........10..............................................................................9...4 Test Conditions.................................65 3.......70 6 ADDITIONAL DOCUMENTS REFERENCED...............................................................................................................0 SAP Configuration Path .....................................58 3...............................................55 3.........................................................................................2 Rationale................................................................................................................70 5 COMMENTS / FUTURE CONSIDERATIONS............................11..................................................3 Test Conditions.........................9...............7...................................................................................58 3......................................................3 Rationale.............................................................................................................................................................61 3......................................................................3 Rationale....................................................................................................................................................................................................................................................2 Configuration settings..........................................................55 3.................10 Define Selection Rule..............47 3.................11 Define Display Filter.............66 3.........................................0 Definition ....................9..........................66 3......doc Page 4 of 71 15/02/12 Accenture Internal Use Only .........9 Assign Delivery Type and Checking Rule.......................................................................4 Test Conditions....................61 3...................55 3................................1 SAP Configuration Path ...........................66 3........................................................................8...........................................................2 Configuration settings......................................................................................................................................................................................66 3....... Configuration Rationale Document 1. For all the newly created plants if MRP is to be executed then these parameters have to be maintained for these plants. All these configurations need to be completed for smooth running of the MRP. 84836645. 2. Different MRP Element (such as Planned Order. Purchase requisition. 7. This configuration provides an overview of a number of critical MRP parameters for a plant. 4. 2 CONFIGURATION 3. It helps in optimizing inventory management process and integrates with procurement. MRP is an integral part of the supply chain process.1. In addition there are a number of configuration objects related to MRP transactions. INTRODUCTION AND OBJECTIVES In this Configuration Rationale all the System Configurations related to Materials Requirement Planning (MRP) are documented.1 Carry Out Overall Maintenance of Plant Parameters 2. 6. MRP requires detailed configuration of a number of configuration objects related to a Plant. Following Parameters are maintained in this configuration object for a specific plant 1.1 Definition In this step. 8. 5.doc Page 5 of 71 15/02/12 Accenture Internal Use Only . MRP List etc) Number Range MRP Controllers Special Procurement Key Floats Rescheduling Parameters Planning Horizon Available Stock Item Numbers etc. All the individual configurations are listed in the following sections. 3. all plant parameters for the material requirements planning are specified. 1. 84836645.Finglas Store) and then use it for all the other new local plants. • • • • • • Configuration Details: For all the new Local Plants this configuration has to be done. Once you are sure that all the necessary configuration is done on the reference local plant. Planning Horizon: Day’s in future up to which planning will be done is configured here Available Stock: Whether Stock in Transfer or Blocked Stock will be taken in consideration for the Planning Purpose is defined here Item Numbers: Purchase Requisition Item Numbers are defined here. Copy all the attributes.0 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Plant Parameters → Carry Out Overall Maintenance of Plant Parameters 3. Rescheduling Parameters: Rescheduling Horizon as well as Tolerance Value is configured for MRP element rescheduling purpose. Before taking any Local Plant as reference for copy first check the following configuration is done. copy this for all the other Local Plants. The method for this is to Copy one of the existing plants (Example – 364 .Configuration Rationale Document 3.1 Configuration Settings For all the Plants relevant to MRP following configuration has to be done • • Number Range: Different MRP Elements Number Range has to be configured MRP Controllers: MRP Controllers has to be configured for the plant Special Procurement Key: For Automatic creation of Stock Transport Requisition from MRP Special Procurement Key has to be configured Floats: Floats are configured as Schedule Margin Key to define the time period between the different supply chain processes.1.doc Page 6 of 71 15/02/12 Accenture Internal Use Only . Once copying is complete check the following. Plant Parameters 84836645.Configuration Rationale Document Figure 1.doc Page 7 of 71 15/02/12 Accenture Internal Use Only . Configuration Rationale Document Environment A. Maintain Plant Parameters 84836645.doc Page 8 of 71 15/02/12 Accenture Internal Use Only . Number Ranges: Check all the Number Ranges as per the Plant 002 settings. Figure 2. Assignment should be 01 to all. Figure 3.Configuration Rationale Document Master Data MRP Controller: MRP Controller 001 should be assigned to all the new local Plants.doc Page 9 of 71 15/02/12 Accenture Internal Use Only . Make sure for all the Local Plants the MRP Controller 001 is maintained. MRP Controllers for a Local Plant 84836645. doc Page 10 of 71 15/02/12 Accenture Internal Use Only .Configuration Rationale Document Figure 4. MRP Controllers 84836645. doc Page 11 of 71 15/02/12 Accenture Internal Use Only . Special Procurement Keys 84836645.Configuration Rationale Document Special Procurement Key: For all the local Plants make sure that all the relevant special procurement keys are defined. Figure 5. Floats for Scheduling 84836645.Configuration Rationale Document Floats: Floats should be defined for all the plants. Figure 6.doc Page 12 of 71 15/02/12 Accenture Internal Use Only . Convert Planned Orders to Purchase Requisitions 84836645.Configuration Rationale Document Planned Orders Convert Planned Orders to Purchase requisition: Check that the entry 500 is maintained as per the following screen Figure 7.doc Page 13 of 71 15/02/12 Accenture Internal Use Only . Availability Overview 84836645.Configuration Rationale Document Dependent Requirement Availability: Check whether the settings as per the following is set up.doc Page 14 of 71 15/02/12 Accenture Internal Use Only . Figure 8. doc Page 15 of 71 15/02/12 Accenture Internal Use Only . Run-Time Statistics 84836645. Figure 9.Configuration Rationale Document Reporting Runtime Statistics: Check the following settings. doc Page 16 of 71 15/02/12 Accenture Internal Use Only . Figure 10.Configuration Rationale Document Grouping Period: Check whether the following setting is maintained. Grouping Period 84836645. Figure 11.Configuration Rationale Document Planning Run External Procurement: Check the configuration as per the following settings.doc Page 17 of 71 15/02/12 Accenture Internal Use Only . Planning Run 84836645. doc Page 18 of 71 15/02/12 Accenture Internal Use Only . Plant Rescheduling 84836645. Figure 12.Configuration Rationale Document Rescheduling: Set the Rescheduling Horizon to 250 days (Rescheduling Horizon of 1 Year equals approximately 250 working days). This will have to be setup for all the Local and Main Plants. doc Page 19 of 71 15/02/12 Accenture Internal Use Only . Planning Horizon for Plant 84836645. Figure 13. 250 working days approximately equals 1 year.Configuration Rationale Document Planning Horizon: This has to be setup for all the plants to 250 days. Available Stocks 84836645. Figure 14.doc Page 20 of 71 15/02/12 Accenture Internal Use Only .Configuration Rationale Document Available Stock: Make sure that the “Blocked Stock” and “Stock in Transfer” is taken in consideration or checked. Configuration Rationale Document Error handling in the Planning Run: Check the following Configuration as per screenshot.doc Page 21 of 71 15/02/12 Accenture Internal Use Only . Figure 15. Error Handling 84836645. doc Page 22 of 71 15/02/12 Accenture Internal Use Only . Figure 16.Configuration Rationale Document Item Numbers: Check that the configuration is as following settings. Item Numbers 84836645. Configuration Rationale Document Order Start in Past: Check the following configuration. Figure 17. Order Proposals 84836645.doc Page 23 of 71 15/02/12 Accenture Internal Use Only . Configuration Rationale Document Performance Aggregation of MRP List: This should also be configured. Purchase Requistions. Figure 18. Aggregation of MRP List Check the Plant Parameters for all the Plants relevant for planning.1 Number Ranges The Number Ranges 1 to 9.1.2 Rationale 3.doc Page 24 of 71 15/02/12 Accenture Internal Use Only . Then check the following settings.999 is set for Planned Orders. MRP Lists and Sim.2. 3. Dependent Requirements.999.1. 84836645. Number Ranges for Planned Orders 84836645.doc Page 25 of 71 15/02/12 Accenture Internal Use Only .Configuration Rationale Document Figure 19. including the essential ones for withdrawal of materials from central plants 004. BSR1 and 002. MRP Controller 84836645. PGN1. NGD1. A complete set of Special Procurement Key values are created.Configuration Rationale Document 3. Figure 20.doc Page 26 of 71 15/02/12 Accenture Internal Use Only .2 MRP Controller The MRP Controller key is set to 001 which is “General” for a Local Plant.2.1. doc Page 27 of 71 15/02/12 Accenture Internal Use Only .3 Floats Floats are defined for scheduling. the Period before Production. Floats for scheduling 84836645.1.2. the Period after Production and the release Period.Configuration Rationale Document 3. Figure 21. Values are defined for Opening Period. 1.4 Rescheduling Parameters The Rescheduling Horizon is set to 250 days as this is the approximate number of working days in a year. Figure 22. Plant Rescheduling 84836645. All firmed elements are selected.2.Configuration Rationale Document 3.doc Page 28 of 71 15/02/12 Accenture Internal Use Only . 5 Planning Horizon The Planning Horizon is also set to 250 days.Configuration Rationale Document 3. Figure 23.doc Page 29 of 71 15/02/12 Accenture Internal Use Only .2. Planning Horizon for Plant 84836645.1. Available Stock 84836645.doc Page 30 of 71 15/02/12 Accenture Internal Use Only .1.6 Available Stock The options for Available Stock are chosen as “Stock in Transfer” and “Blocked Stock”.Configuration Rationale Document 3.2. Figure 24. 1.Configuration Rationale Document 3.999) The MRP Controller is set to 001 (General) for a Local 84836645. Figure 25. Item Numbers 3. check that the Number Ranges are all 01 (1 to 9.2.doc Expected Result All Number Ranges are 01 MRP Controller set to 001 Actual Result All Number Ranges are 01 MRP Controller set to 001 Evidence (Screenshot) Figure 19 Figure 20 Page 31 of 71 15/02/12 Accenture Internal Use Only .999.3 Test Conditions Test Condition For a particular plant.7 Item Numbers The Item Number of the Purchase Requisition is set to 10.1. The Item Number of the Stock Transfer Reservation is set to 100. Values are set for Opening Period. ext.point w.1 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Master Data → Check MRP Types 3. Values are set for Opening Period. 84836645.2. the Period before Production. MRP Types are configured to define the way you want to carryout the MRP for materials. the Period after Production and the Release Period The Rescheduling Horizon is set to 250 days The Planning Horizon is set to 250 days The Available Stock is set to “Stock in Transfer” and “Blocked Stock” The Item Number of the Purchase Requisitions to 10 and Stock Transfer Reservations must be set to 100.reqs” to include Stock Transport Requisition in the Planning.2.0 Definition In this configuration Object MRP Types are created and the MRP relevant parameters for MRP type are maintained. reord.Autom.2 Check MRP Types 3.Configuration Rationale Document Plant Values are defined for scheduling The Rescheduling Horizon is set the number of working days in a year The Planning Horizon is set the number of working days in a year The Available Stock is set to “Stock in Transfer” and “Blocked Stock” The Item Number of the Purchase Requisitions and Stock Transfer Reservations must be set. Check the Indicator “PchReqRel”.2 Configuration settings Change the MRP Type “V2 . Figure 21 Figure 22 Figure 23 Figure 24 Figure 25 3. the Period after Production and the Release Period The Rescheduling Horizon is set to 250 days The Planning Horizon is set to 250 days The Available Stock is set to “Stock in Transfer” and “Blocked Stock” The Item Number of the Purchase Requisitions to 10 and Stock Transfer Reservations must be set to 100.doc Page 32 of 71 15/02/12 Accenture Internal Use Only .2. 3. the Period before Production. 2.doc Page 33 of 71 15/02/12 Accenture Internal Use Only . Change View MRP Types 3. 84836645.3 Rationale This is important to make sure that the Stock Transport Requisitions are included in the planning of the central plant for materials with MRP Type V2.Configuration Rationale Document To Include the Stock transport Requisition in MRP Type PD Figure 26. Screen Sequence “Z01” is assigned to the MRP Type PD to add the “Total Consumption” View on the MRP List/Stock requirement list header. Actual Result Default parameters are set for safety stock.2. Change View MRP Types 3.4 Test Conditions Test Condition View the MRP type PD and ensure that default parameters are set for safety stock.Configuration Rationale Document Figure 27. reorder point and screen sequence is set to custom Z01. Expected Result Default parameters are set for safety stock. reorder point and screen sequence is set to custom Z01. reorder point and screen sequence is set to custom Z01. 84836645.doc Page 34 of 71 15/02/12 Accenture Internal Use Only . Evidence (Screenshot) Figure 26 and Figure 27. MRP Groups are configured to group a number of materials which are to be planned separately from the rest of the materials in the Plant.Configuration Rationale Document 3.2 Configuration settings Following MRP Parameters are set up in this configuration object: • Activate material requirements planning • Set up the planning file • Consistency check for the planning file All the Plants relevant for planning have to be setup for planning.3. 84836645. The MRP Group parameters have the higher priority over the MRP Plant Parameters. 3.3.3 Activate Materials Requirement Planning 3.0 Definition In this configuration Object MRP Groups are created and the MRP relevant parameters for MRP Group are maintained. MRP will have to be activated for these plants.doc Page 35 of 71 15/02/12 Accenture Internal Use Only .3.1 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Planning → Activate Material Requirements Planning 3. Configuration Rationale Document Figure 28. 84836645. MRP Activation Materials Requirement planning: Check the Indicator for “Material (Activate) Requirements planning”.doc Page 36 of 71 15/02/12 Accenture Internal Use Only . however. 84836645.Configuration Rationale Document Figure 29.doc Page 37 of 71 15/02/12 Accenture Internal Use Only . Create a variant for the plant and run it. Activate Requirements Planning Set up the planning file Select "Set up planning file" when activating a plant for MRP (material master data. The materials are thus recorded in the planning file at a later date. already exists in the system). This program deletes planning file entries that are no longer required or adjusts the entries to suit the current situation. the planning file entries are checked to make sure that they are consistent by using a background job. Once or twice a month will be sufficient for the present Client scenario.3.Configuration Rationale Document Figure 30. Planning File Consistency check for the planning file Here. Carry out the consistency check if the follow events occur: • • • Deactivation of material requirements planning Deactivation of materials planning for material master records by using the MRP type "No planning" Activation of material master records that were previously set to "No planning" with a valid MRP type This activity has to be run periodically. 3.3 Rationale Activate material requirements planning – 84836645.doc Page 38 of 71 15/02/12 Accenture Internal Use Only . the planning file entries are checked to make sure that they are consistent by using a background job. Consistency Check 84836645.doc Page 39 of 71 15/02/12 Accenture Internal Use Only . This ensures that all the materials have planning file entry.Configuration Rationale Document In this step. • Deactivation of material requirements planning • Deactivation of materials planning for material master records by using the MRP type "No planning" • Activation of material master records that were previously set to "No planning" with a valid MRP type Figure 31. already exists in the system). Consistency check for the planning file – Here. Set up the planning file – Select "Set up planning file" when activating a plant for MRP (material master data. The consistency check is carried out if you. however. The materials are thus recorded in the planning file at a later date. you specify for which plants you want to carry out material requirements planning. Enter the Number of Months in the first column to be displayed in days Enter the number of months on the second column to be displayed in weeks.3. 84836645. those entered in the second column are displayed in weeks.4.4.1 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Evaluation → Period Totals → Define Individual Period Split for Period Totals 3. you define whether a period split takes place for the period totals display in the MRP list and the stock/requirements list. This means whether a less detailed period split is divided and displayed in a more detailed period split in particular time intervals.0 Definition In this configuration step. You can call the individual period split in the period totals display of the evaluation lists.2 Configuration settings Based on the requirement new period splits can be defined in this configuration.CUSTOMIZED PSPLT” for this purpose. Following months will be displayed in months.4 Define Individual Period Split for Period Totals 3.doc Page 40 of 71 15/02/12 Accenture Internal Use Only . The months entered in the first column are displayed in days. Period Split “Z .Configuration Rationale Document 3.4 Test Conditions Test Condition Check the planning file Expected Result Any changes will be flagged Actual Result No changes have occurred yet Evidence (Screenshot) Figure 30 and Figure 31 3. 3.4. 4. In this step. 84836645. Period Split 3.doc Page 41 of 71 15/02/12 Accenture Internal Use Only . you define: • • Which periodicities can be displayed in the period totals display Whether the periods are split. It periodically sums up the planning results.Configuration Rationale Document Figure 32.3 Rationale This configuration helps to display period totals display in the MRP List and in the Stock/Requirement List. which means whether a less specific period split is divided and displayed in more specific period splits for certain time periods. 5.0 Definition In this step.5.4. If you want to split the monthly or the weekly display into a finer split. 84836645.Configuration Rationale Document 3.doc Page 42 of 71 15/02/12 Accenture Internal Use Only . you must define this split in the section Define Individual Period Split for Period Totals.4 Test Conditions Test Condition In the Screen “View Period Split”. . Then the Period Split is assigned here against the plant.5 Define Period Display for Period Totals 3. we specify which periods are to be displayed in the period totals display of the MRP list and the stock/requirements list.1 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Evaluation → Period Totals → Define Period Display for Period Totals 3. 3.5. Following periods are used: • • • • Days Weeks Months Individual Split Period This should already be configured in the Maintenance of Overall Plant Parameters.2 Configuration settings In this configuration we specify which periods are to be displayed in the Stock Requirement List or in MRP List. check if the Customized PSPLT is defined Expected Result PSPLT is defined Actual Result PSPLT is defined Evidence (Screenshot) Figure 32 3. Configuration Rationale Document Figure 33.5.doc Page 43 of 71 15/02/12 Accenture Internal Use Only . The evaluation report is broken down in period splits. Period Grouping 3. “weeks”.3 Rationale These configurations are required for easy analysis of the MRP List or Stock Requirement List. “weeks”.4 Test Conditions Test Condition Check that the relevant period are selected Expected Result The periods “days”.5. “months”. “months”. “individual split” and Period Split = Z are all selected Evidence (Screenshot) Figure 33 84836645. 3. “individual split” and Period Split = Z are all selected Actual Result The periods “days”. It has been configured for Plant 002. 84836645.2 Configuration settings The receipt days' supply is calculated in each MRP run and online when the stock/requirements list is accessed or changed.1 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Evaluation → Define Receipt Elements for Receipt Days' Supply 3.6. This has to be configured for all the plants. It takes the current plant stock and predefined receipts into consideration. We can define this for the range of coverage and the receipt days' supply. we can also define that the days' supply is calculated up until the physical warehouse stock is fallen short of.6 Define Receipt Elements for Receipt Days' Supply 3. Two receipt days' supplies are displayed in the evaluations of the MRP run. In the safety stock field.0 Definition In this configuration. The standard setting is such that the days' supply is calculated until the safety stock is fallen short of. such as shipping notifications. shipping notification. They are calculated using different receipt elements.Configuration Rationale Document 3. The receipt days' supply indicates how many days a material will last. you define which receipt elements are used to calculate Receipt Days Supply. Assigned Purchase Requisition and Firm Purchase Requisition are calculated along with PO. and the second receipt days' supply takes only the binding receipt elements.doc Page 44 of 71 15/02/12 Accenture Internal Use Only . The details 1st Receipt Days Supply – Firm Planned Order. The first receipt days' supply takes less binding receipt elements into consideration. into consideration.6. 2nd Receipt Days supply only takes care of the Purchase Orders and Shipping Notification i. more binding ones. 3. The system then documents the number of days until the stock sinks below 0.6.e. Configuration Rationale Document Figure 34.doc Page 45 of 71 15/02/12 Accenture Internal Use Only . Calculation of Days Supply 84836645. doc Page 46 of 71 15/02/12 Accenture Internal Use Only .6.3 Rationale The Receipt Days Supply provides a good insight into the present and future stock scenario of the material. In the demand MRP scenario all the requirements should be matched by the corresponding supply elements.6. Therefore the Receipt Days Supply figure should provide a good understanding whether all the requirements are matched and taken care off by the supply elements. Calculation of Days Supply 3. 3.Configuration Rationale Document Figure 35.4 Test Conditions Test Condition On the View Calculation of Days Supply Screen check that all the business requirements are met Expected Result All the requirements are set Actual Result All the requirements are set Evidence (Screenshot) Figure 35 84836645. 7. we define the Navigation Profile for the specific user or Roles. Navigation Profile controls the MRP/Stock Requirement list view.1 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Evaluation → Define Navigation Profiles 3.7.doc Page 47 of 71 15/02/12 Accenture Internal Use Only .Configuration Rationale Document 3. ZSAPPPMRP1 Material Services Supervisor 84836645.0 Definition In this configuration step. It also controls the navigation that is allowed from the screen and the different transactions that are allowed from the individual MRP Elements.7.7 Define Navigation Profiles 3.2 Configuration settings Based on the different Roles and their requirement of navigation to different transaction from the MRP List/Stock Requirement screen the navigation profiles have to be defined. Two Navigation Profiles are defined for the system. 3. 1. ZSAPPPMRP0 Inventory Manager 2. doc Page 48 of 71 15/02/12 Accenture Internal Use Only .Configuration Rationale Document Figure 36. 84836645. Define Navigation Profile General Transaction Calls: The Inventory Manager will access these transactions from the MRP List or Stock requirement List. Configuration Rationale Document Figure 37. General Transaction Calls Transaction Calls per MRP Element: For Each MRP Element the Subsequent Transaction Calls are assigned for the Inventory Manager Navigation Profile. 84836645.doc Page 49 of 71 15/02/12 Accenture Internal Use Only Configuration Rationale Document Figure 38. Transaction calls per MRP element General Transaction Calls: The Material Safety Supervisor will access these transactions from the MRP List or Stock requirement List. 84836645.doc Page 50 of 71 15/02/12 Accenture Internal Use Only Configuration Rationale Document Figure 39. General Transaction Calls Transaction Calls per MRP Element: For Each MRP Element the Subsequent Transaction Calls are assigned for the Material Safety Supervisor Navigation Profile. 84836645.doc Page 51 of 71 15/02/12 Accenture Internal Use Only Configuration Rationale Document Figure 40. 84836645. Transaction calls per MRP element The Navigation Profile has to be assigned to the respective user ids from the MRP List or Stock Requirement List transaction.doc Page 52 of 71 15/02/12 Accenture Internal Use Only . doc Page 53 of 71 15/02/12 Accenture Internal Use Only . Assign Profile per Role 84836645.Configuration Rationale Document Figure 41. Inventory Manager and Materials Services Supervisors are possible to assign. Assign Profile per Role 3. Actual Result The Custom Profiles. 3.7. Evidence (Screenshot) Figure 42 84836645.3 Rationale These Navigation Profiles will have to be assigned to the respective users.7.doc Page 54 of 71 15/02/12 Accenture Internal Use Only . Inventory Manager and Materials Services Supervisors are possible to assign.Configuration Rationale Document Figure 42.4 Test Conditions Test Condition The Navigation Profile must be assigned in the MD04 or MD07 transaction Expected Result The Custom Profiles. Then the users will be able to access the appropriate transactions directly from the MRP List or Stock requirement List. 3.8 Define Screen Sequence for Header Details 3. The individual tabs that come up in the MRP/Stock requirement List is assigned to the screen sequence. The Screen Sequence Z01 is defined and assigned to the relevant Header Tab Views.8. This Sequence is then assigned to the MRP Type.0 Definition In this step. 84836645. The Screen Sequence is then assigned to the MRP Type. Total Consumption View assigned to the Screen Sequence Z01.doc Page 55 of 71 15/02/12 Accenture Internal Use Only .2 Configuration settings The screen sequence for MRP/Stock requirement List is defined in this step.1 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Evaluation → Define Screen Sequence for Header Details 3. you define the Header Tabs for the MRP List and Stock Requirement List.8.Configuration Rationale Document 3.8. Configuration Rationale Document Figure 43. Screen Sequence for MRP 84836645.doc Page 56 of 71 15/02/12 Accenture Internal Use Only . Expected Result The screens will appear in the MRP run as defined in the configuration. Actual Result The screens will appear in the MRP run as defined in the configuration.doc Page 57 of 71 15/02/12 Accenture Internal Use Only . The views or tabs assigned to the MRP type comes up in the MRP/Stock requirement List.3 Rationale Based on the requirement the Screen Sequence is assigned to the MRP type.8.Configuration Rationale Document Figure 44.8. Evidence (Screenshot) Figure 44 84836645.4 Test Conditions Test Condition Check that when MRP is run that the screen sequence appears as expected from the configuration. 3. MRP Run in the Development Environment 3. Here for Plant 002 the Delivery Type – “NL – Replenishment Delivery” and Checking Rule “B – SD Delivery” assigned for STO order type UB. For a combination of Purchase Order Type and Plant the Delivery Type and the Checking Rule is determined. For all the supplying plants this configuration is mandatory for delivery processing.9. 84836645.Configuration Rationale Document 3.9.2 Configuration settings The delivery type in Sales and Distribution (SD) determines how a delivery is handled.9 Assign Delivery Type and Checking Rule 3. 3.1 SAP Configuration Path IMG: SAP IMG → Material Management → Purchasing → Purchase Order → Set up Stock Transport Order → Assign Delivery Type and Checking Rule 3.9. Delivery type 'NL' is used for stock transfers without a billing document.doc Page 58 of 71 15/02/12 Accenture Internal Use Only . The Checking Rule B – SD Delivery is used for the availability check purpose.0 Definition In this configuration it is specified whether an SD delivery is to be created in the case of a PO with a certain combination of supplying plant and document type. It is also specified which delivery type and checking rule is to be used for delivery. Stock Transfer Data The Availability Check Control should be configured as shown in Figure 46.Configuration Rationale Document Figure 45.doc Page 59 of 71 15/02/12 Accenture Internal Use Only . 84836645. The assignment to Checking Rule ensures that the Availability Check is carried out during the STO creation for material availability. Actual Result Delivery Type is set to “Nl” for all main Plants.9. 3. Expected Result Delivery Type is set to “Nl” for all main Plants.doc Page 60 of 71 15/02/12 Accenture Internal Use Only .3 Rationale The configuration is required for the delivery creation for Stock Transport Order. Evidence (Screenshot) Figure 45.9.4 Test Conditions Test Condition Check that Delivery Type is set to “Nl” for all main Plants. 84836645. Availability Check Control 3.Configuration Rationale Document Figure 47. The Selection Rule determines how individual MRP elements are selected and displayed in the list.1 Configuration settings In this configuration setting Selection Rules are defined.doc Page 61 of 71 15/02/12 Accenture Internal Use Only .0 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Evaluation → Filter → Define Selection Rule 3. It also determines how the Stock figures are used for the calculation of the Stock available. The Selection Rule is applied when accessing the Stock Requirement List on T Code MD04/MD07. STO next 1 Mon 84836645. There are two customized Selection Rule Created ZSAP0006 Customized Selection Rule for Overview ZSAP0007 Cust: With Safety Stock.10 Define Selection Rule 3.Configuration Rationale Document 3.10.10. doc Page 62 of 71 15/02/12 Accenture Internal Use Only . Define Selection Rule 84836645.Configuration Rationale Document Figure 48. doc Page 63 of 71 15/02/12 Accenture Internal Use Only .Configuration Rationale Document Figure 49. Selection Rule details for ZSAP0006 84836645. Define Selection Rule 84836645.Configuration Rationale Document Figure 50.doc Page 64 of 71 15/02/12 Accenture Internal Use Only . 3.Configuration Rationale Document Figure 51.3 Test Conditions Test Condition Verify that the Selection Rule is an option in the Stock Requirements Expected Result The Selection Rule is an option in the Stock Requirements Actual Result The Selection Rule is an option in the Stock Requirements Evidence (Screenshot) 84836645. Define Selection Rule 3.2 Rationale The configuration is helpful in analyzing the Stock Requirement List in a specific way as per requirement. The selection rule may be used to customize the as per their specific requirement. The Inventory Managers and MSS’s may want to look at the specific situation in different perspective.doc Page 65 of 71 15/02/12 Accenture Internal Use Only .10.10. The filter controls the display of the MRP list and the stock/requirements list.11. and MRP segments grouped together to a filter.11.11 Define Display Filter 3. the system displays MRP elements only for the segments selected in the display filter. vendor. Of the MRP elements that are selectable. purchase requisitions. the system displays only the MRP elements selected in the display filter. The system displays MRP elements only in the time period defined in the display filter. schedule lines).0 Definition A display filter consists of certain time information. It is possible to either directly define the display horizon or allow the user to make the setting in the respective transaction. storage location). customer.2 Configuration settings In this configuration new Display filters are defined. Within these segments. 3. Within this period. MRP elements.Configuration Rationale Document 3.11.doc Page 66 of 71 15/02/12 Accenture Internal Use Only .1 SAP Configuration Path IMG: SAP IMG → Material Management → Consumption-Based Planning → Evaluation → Filter → Define Display Filter 3. and that are procurement proposals (planned order. This reduces the data in the list to a clear selection. Whether the MRP elements are selected should be further limited using certain additional selections (for example. One Display Filter defined ZSAP_ALL Customized: Display all 84836645. The Display Filter provides the following options which MRP elements are displayed. it is possible to choose whether only the firmed elements are displayed and which period (display horizon) is displayed. Details of the Display Filter 84836645.Configuration Rationale Document Figure 52.doc Page 67 of 71 15/02/12 Accenture Internal Use Only . Configuration Rationale Document Figure 53. Define Display Filter 84836645.doc Page 68 of 71 15/02/12 Accenture Internal Use Only . Display filter in Stock Requirements List 3. 3.11.Configuration Rationale Document Figure 54.4 Test Conditions Expected Result The Display Filter dropdown box appears Actual Result The Display Filter dropdown box appears Evidence (Screenshot) Figure 52 Test Condition Run MD04 with the Display Filter checkbox ticked 84836645.3 Rationale The Display Filter is useful for viewing only the required information only.11.doc Page 69 of 71 15/02/12 Accenture Internal Use Only . Based on the selection criteria defined in the Display Filter the MRP Elements are sorted and displayed in the user interface. >Development Inventory Development Type SAP Name Description X-Reference ID 5 COMMENTS / FUTURE CONSIDERATIONS Comments / Future Considerations Configuration 2. table extensions. function modules. BOR Objects/methods.g. workflows.doc Impact on FMIS Anticipated Impact on PHR Page 70 of 71 15/02/12 Accenture Internal Use Only . other configuration rationale documents) that may be impacted where a change to these developments are made (where applicable).Configuration Rationale Document 4 KEY DEVELOPMENTS <In this section. forms etc. This may include the following ‘type’ of developments such as screen variants.1 2. Include a cross reference of other documents (e.2 Configuration 84836645. list all developments associated with the configuration rationale document. doc Page 71 of 71 15/02/12 Accenture Internal Use Only .Configuration Rationale Document 2.1 2.2 6 ADDITIONAL DOCUMENTS REFERENCED Document Id Document Name File Path 84836645.
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