8/20/2019 ERP Lecture1
1/194
1
Send a quote to our customers:
8/20/2019 ERP Lecture1
2/194
2
Select line and click on the coins:
Select line and click on schedule lines for item (to check if items are available):
8/20/2019 ERP Lecture1
3/194
3
New Screen:
Complete: see the customer as a whole (accounts receivable)
Complete:
8/20/2019 ERP Lecture1
4/194
4
Customizing:
8/20/2019 ERP Lecture1
5/194
5
What material do I check / where do I check it:
8/20/2019 ERP Lecture1
6/194
6
Carefully maintain the order probability:
Pricing: define condition types:
8/20/2019 ERP Lecture1
7/194
7
When I got Sales/Organisation, Distribution Channel and Division it does allocate the only available
pricing procedure:
You reduce complexity and create at the same part an unique value of the object of desire.
Create an order:
8/20/2019 ERP Lecture1
8/194
8
Delivery:
8/20/2019 ERP Lecture1
9/194
9
8/20/2019 ERP Lecture1
10/194
10
Invoicing:
Just press enter and the invoice will be shown; then save!
Now you can see that the outbound delivery is deemed to be complete and you can see the invoice.
Missing export data means I don’t have any customized documents.
8/20/2019 ERP Lecture1
11/194
11
Cost center accounting
We will always use as activity type: manufacturing hours! (also in our case study)
8/20/2019 ERP Lecture1
12/194
12
Choose: wu group
Here we can see that the wu group is subdivided in primary and secondary cost elements.
Primary costs are taken from financial accounting (salaries, electricity, …). The secondary costs are
internal done in cost centers. Not all cost elements from financial accounting become costs in cost
accounting 3 exceptions:
Cost transfer sheet
8/20/2019 ERP Lecture1
13/194
13
o imputed depreciation,
o imputed interest,
o imputed risk,
o imputed wages
Now we need to display cost center group:
The two cost centers already exist.
8/20/2019 ERP Lecture1
14/194
14
Page 66, 67, 68
Now we start with Heating.
8/20/2019 ERP Lecture1
15/194
15
8/20/2019 ERP Lecture1
16/194
16
Then save.
Now we are creating cost center maintenance.
Now all overheads are created. Now we start with direct cost centers assembly
Then cutting:
8/20/2019 ERP Lecture1
17/194
17
If you want to change your cost center:
8/20/2019 ERP Lecture1
18/194
18
Now we have all our master data that we need for our cost center.
Page 73
Enter now all operating hours per cost center from page 65:
8/20/2019 ERP Lecture1
19/194
19
Click on overview button (mountain and sun)
Here you enter now the operating hours of the assembly:
8/20/2019 ERP Lecture1
20/194
20
With the little arrow down you come to the cutting cost center and so on.
We are doing this just for direct cost centers! (QC, assembly, cutting). When you are done, click on
save.
Now we are planning the costs centers:
8/20/2019 ERP Lecture1
21/194
21
now click on mountain and sun:
Enter information on page 64 (first table)! For the column cost element you get the information out
of display cost element group.
Here you put all information from the tables of page 64 -65 (wages, imputed depreciation, social
security, minor assets, electricity, training)
8/20/2019 ERP Lecture1
22/194
22
Now click on the arrow down to get to cutting and quality check! So you do that for all primary/direct
cost centers.
Now planning primary cost:
delete activity type and so you get a table without being able to write something in variable
costs.
Go to heating (don’t have direct costs)
8/20/2019 ERP Lecture1
23/194
23
Do it for heating, maintenance, production planning, storage area
Software upgrade is very low, therefore it belongs to minor assets.
Save!
PRIMARY COST PLANNING IS NOW DONE!
To get the Report of the cost centers:
Then click on execute and you will get a list of your costs:
8/20/2019 ERP Lecture1
24/194
24
But note that no actual costs have arisen until now. We are only planning it right now.
Create now statistical key figure (p.78)
8/20/2019 ERP Lecture1
25/194
25
Save and first step done (see notes)
Second step (p.79): distribution of statistical key figures
Click on overview button
And then enter the values from page 65 (m2) and save:
8/20/2019 ERP Lecture1
26/194
26
Second step done.
8/20/2019 ERP Lecture1
27/194
27
Before executing we have to create a cycle!
Click on attach segment!
8/20/2019 ERP Lecture1
28/194
28
And now save!
8/20/2019 ERP Lecture1
29/194
29
Deselect test run and then add your plant and press execute button.
If you have no recipients then go to cycle and change it (extras cycle change). If errors appear:
Go to Messages Total and you will get a list of your errors.
If you get to many senders: go to change cycle overwiew button in this list only one line should
be (not more)
8/20/2019 ERP Lecture1
30/194
30
Then click on execute and you will see that heating is empty.
Now we are doing the same for Maintenance!
8/20/2019 ERP Lecture1
31/194
31
Then save!
Then click on overview button and then you can fill in the information from page 65. (The hours) then
save
The assessment screen looks exactly the same like the distribution screen:
8/20/2019 ERP Lecture1
32/194
32
8/20/2019 ERP Lecture1
33/194
33
Attach segment
8/20/2019 ERP Lecture1
34/194
8/20/2019 ERP Lecture1
35/194
35
and save! Then go back to initial screen and deselect test run and select your newly created cycle!
Now go to information systems and click on cost center actual/plan/variance:
8/20/2019 ERP Lecture1
36/194
36
Activity PricesChapter 4.7 I book
8/20/2019 ERP Lecture1
37/194
37
To do price calculations go to allocation price calculations:
8/20/2019 ERP Lecture1
38/194
38
In CASE STUDY select “cost center group” only:
8/20/2019 ERP Lecture1
39/194
8/20/2019 ERP Lecture1
40/194
40
MRP (book p.91)
Product: umbrella (p.57)
To start entering the different parts we go to Logistics part again.
Do not fill in material number, it will better be filled in automatically
Umbrella
Stick
Handle Rib Ring
Frame
Cover Catch spreaders
8/20/2019 ERP Lecture1
41/194
41
We don’t use warehousing. However, Warehouse location is very useful in real life: Availability
checks can only be done on storage level or plan level. Warehousing can be used to create an overall
checking possibility.
Press default values to make this standard entry:
8/20/2019 ERP Lecture1
42/194
42
ST for pieces (Stück)
Press ribbon “classification”:
Close classification tab without chosing anything
8/20/2019 ERP Lecture1
43/194
43
Select applicable tax for all markets:
8/20/2019 ERP Lecture1
44/194
44
Availability check – chose everything subject to daily availability
8/20/2019 ERP Lecture1
45/194
45
Depending on the product chose Transport group (here: pallet) Loading Group (Forklift)
8/20/2019 ERP Lecture1
46/194
46
Foreign trade is important in terms of trade restrictions… (nothing selected here)
8/20/2019 ERP Lecture1
47/194
47
Who is responsible for purchasing?
8/20/2019 ERP Lecture1
48/194
48
8/20/2019 ERP Lecture1
49/194
49
FTI is the same as export for foreign trade. Sets restrictions aso
8/20/2019 ERP Lecture1
50/194
50
8/20/2019 ERP Lecture1
51/194
51
MRP screen tells the system how the material is managed:
MRP type: “How is demand calculated?”
8/20/2019 ERP Lecture1
52/194
52
Dis-/Advantages over consumption based planning: Can be overstocked. But easier. Cheap/low value
products -> consumption based planning
A.: Deterministic demand from production -> MRP
B.: After sales: without deterministic demand – parts on shelve and requirement for consumption
based planning = CBP
Assumption: 3000 umbrellas are sold each year: we set an automatic reorder point to 1000
8/20/2019 ERP Lecture1
53/194
53
Chose fixed (FX) or alternatively HB
Chose a fixed order size since we have selected FX at Lo size
8/20/2019 ERP Lecture1
54/194
54
Scheduling margin keys:
Float after production buffer (minimum workdays) – How long do you allow yourself to wait until a
good should be reordered again.
Opening period (max number of days)
8/20/2019 ERP Lecture1
55/194
55
Forecasting comes from the demand of the entire umbrella, not for each part.
8/20/2019 ERP Lecture1
56/194
56
8/20/2019 ERP Lecture1
57/194
8/20/2019 ERP Lecture1
58/194
58
Type the same as given left in “copy from” and safe as default.
We enter a new name for the next prduct and the confirm the following screens with enter until
classification:
Here press “next screen” button and then procede with enter again.
8/20/2019 ERP Lecture1
59/194
59
At all text fields proceed with the green check button top left corner after entering the correct text.
8/20/2019 ERP Lecture1
60/194
60
Change the part price in accounting 1
8/20/2019 ERP Lecture1
61/194
61
Hit enter at last screen and safe:
Repeat steps for all parts!
8/20/2019 ERP Lecture1
62/194
62
At cover !!!! change unit of measurement to m2 (since it is one square meter we do not change the
amount))
At spreaders we need 8 pieces so amounts have to be changed.
If something is to be changed leave the create menu and go to change:
Select immediately
8/20/2019 ERP Lecture1
63/194
63
If you have missed to check one of the menues and go to “create” again and chose the material you
created, then you only get the missing menues. For a finished good you won’t be able to enter the
menu with a given material umber again.
Semifinished products:
8/20/2019 ERP Lecture1
64/194
64
SFP is the two arts the umbrella is made of. (stick & frame)
MRP group is chaged to 0001 since we get the parts from internal prduct. (With independent
demand only if the part can be bought separately as a spare part or other from outside)
8/20/2019 ERP Lecture1
65/194
65
MRP2 – in house production time is only necessary if no internal routing is done.
Change Valuation class to 7900 semifinished goods. Since it contains the various parts.
8/20/2019 ERP Lecture1
66/194
66
Since the frame is ordered MRP we change the MRP type to automatic and Let to size to be amended
each time we order
Therefor the fixed order size will be changed to a variable one.
8/20/2019 ERP Lecture1
67/194
67
Preparing the finished umbrella
8/20/2019 ERP Lecture1
68/194
8/20/2019 ERP Lecture1
69/194
69
Creating the structure of the materialsBook p. 114 ff.
– semifinished products – finished products. See p.7 book
A BOM hast to be created for the Stick (including its parts), for the frame (incl parts) and for the
umbrella (incl semifinished parts)
8/20/2019 ERP Lecture1
70/194
70
ICt Stock Item
8/20/2019 ERP Lecture1
71/194
71
8/20/2019 ERP Lecture1
72/194
72
Enter the parts/semifinished goods for each part you create including the amount equired for the
BOM and save afterwards.
e.g. Umbrella = Stick+frame; Stick= Handle+Rib+Ring
To change mistakes go to
8/20/2019 ERP Lecture1
73/194
73
Select the material number of the header of the BOM module and you get the entire tree to make
changes
8/20/2019 ERP Lecture1
74/194
74
To view the entire BOM tree go to multilevel Materila BOM
Select the umbrella and either Inventory management or Production
Then click execute button
8/20/2019 ERP Lecture1
75/194
75
8/20/2019 ERP Lecture1
76/194
76
A
B C
material
BOM
Slides nr 15 f.
Simple BOM:
Each material can be in multi BOMS (n)
And each BOM can contain multiple number of various materials (m/n)
Check ERPs to tables again!!!
Lecture 3
Book p. 121ff.
Create work centers to route them to the cost centers afterwards:
n
n/m
8/20/2019 ERP Lecture1
77/194
77
Pl23_asb wid manuell eigetragen:
8/20/2019 ERP Lecture1
78/194
78
Select work center category, responsible and usage
Enter standard value key ad hit enter, table is filled automatically
Enter if there will be set up time for the process in the work center, if machine time is needed and
labor:
Prosser-comment: Setup time is log-fixed, machine time is variable
8/20/2019 ERP Lecture1
79/194
79
Hit next screen button [F8]
Check figure 154 on page 127
Go to capacities:
8/20/2019 ERP Lecture1
80/194
80
8/20/2019 ERP Lecture1
81/194
81
No. of indiv. Capacity [IN CASE STUDY = 3, due to 3 machines]
8/20/2019 ERP Lecture1
82/194
82
Hit enter key mouse will jump to name field
8/20/2019 ERP Lecture1
83/194
83
Hit Save button to create personnel next
8/20/2019 ERP Lecture1
84/194
84
Hit enter
8/20/2019 ERP Lecture1
85/194
8/20/2019 ERP Lecture1
86/194
86
8/20/2019 ERP Lecture1
87/194
87
8/20/2019 ERP Lecture1
88/194
8/20/2019 ERP Lecture1
89/194
89
Hit save button
Copy next work center from existing one:
8/20/2019 ERP Lecture1
90/194
90
8/20/2019 ERP Lecture1
91/194
91
8/20/2019 ERP Lecture1
92/194
92
8/20/2019 ERP Lecture1
93/194
93
8/20/2019 ERP Lecture1
94/194
94
8/20/2019 ERP Lecture1
95/194
95
Since it is a labor based work center chage standard values
8/20/2019 ERP Lecture1
96/194
96
Go to capacities put mouse on Capacity category and got to [edit]-> delete
8/20/2019 ERP Lecture1
97/194
97
Selecte SAP 003 and hit enter key
8/20/2019 ERP Lecture1
98/194
98
8/20/2019 ERP Lecture1
99/194
99
8/20/2019 ERP Lecture1
100/194
8/20/2019 ERP Lecture1
101/194
8/20/2019 ERP Lecture1
102/194
102
8/20/2019 ERP Lecture1
103/194
103
Enter material and hit enter
8/20/2019 ERP Lecture1
104/194
104
Enter details and go to sequences:
8/20/2019 ERP Lecture1
105/194
105
Double click std seq
8/20/2019 ERP Lecture1
106/194
106
Go to work center column/row and press f4 -> delete first entry ad press ok
8/20/2019 ERP Lecture1
107/194
107
8/20/2019 ERP Lecture1
108/194
108
PP01 = Routing/Ref. op. set - internal proc.
Hit enter key
8/20/2019 ERP Lecture1
109/194
109
Machine time is mandatory, set-up time is not
Hit enter key – repeat for all parts
8/20/2019 ERP Lecture1
110/194
110
Click on component allocation
If line cannot be selected directly go to new assembly and either enter or select from list
8/20/2019 ERP Lecture1
111/194
111
Save to finish first routing
Create new routing for frame
8/20/2019 ERP Lecture1
112/194
112
8/20/2019 ERP Lecture1
113/194
113
Press save for finising
8/20/2019 ERP Lecture1
114/194
114
Sales plan
Production plan
Independent demand
MRP
o Plan production orders
o Purchase requisitions
Sales and operations planning
Since we do not have past data we have to create it
Select umbrella
8/20/2019 ERP Lecture1
115/194
115
Click additional data
And go to “consumption”
Forecast = 5/15 – 4/16
Past data = 5/12 - 4/15 (since three years are required)
8/20/2019 ERP Lecture1
116/194
8/20/2019 ERP Lecture1
117/194
117
8/20/2019 ERP Lecture1
118/194
118
Go back with green arrow and then click the check mark to enter the forecast data
8/20/2019 ERP Lecture1
119/194
8/20/2019 ERP Lecture1
120/194
120
Average production = 5160
Average production + on stock – forecasted sales = Target stock level
If Sales exceeds average production + on stock -> increase production to required production.
8/20/2019 ERP Lecture1
121/194
121
Save planning
Independent demand
Deselect invisible transfer to see what’s happening…
8/20/2019 ERP Lecture1
122/194
122
Hit: transfer now
Push save
Leave to main menu
8/20/2019 ERP Lecture1
123/194
123
Select frame
Frame is empty as only umbrella demand has bee calculated. It will be done by MRP planning
8/20/2019 ERP Lecture1
124/194
124
8/20/2019 ERP Lecture1
125/194
125
Press enter
8/20/2019 ERP Lecture1
126/194
126
8/20/2019 ERP Lecture1
127/194
127
Check same for frame – difference is that we do not have independent demand but dependent
demand.
8/20/2019 ERP Lecture1
128/194
128
For the Stick there is only one line since it is consumption based
8/20/2019 ERP Lecture1
129/194
129
Select right plant and hit “process” button.
Type all information about the vendors
8/20/2019 ERP Lecture1
130/194
130
Select vendor and material
Enter 30/60/90 days
8/20/2019 ERP Lecture1
131/194
131
o/n = order number
8/20/2019 ERP Lecture1
132/194
132
Go to conditions
8/20/2019 ERP Lecture1
133/194
133
Repeat for all materials
8/20/2019 ERP Lecture1
134/194
134
8/20/2019 ERP Lecture1
135/194
135
8/20/2019 ERP Lecture1
136/194
8/20/2019 ERP Lecture1
137/194
137
Click on assignments
8/20/2019 ERP Lecture1
138/194
138
Click into first field (=v1) and the process assignment
Shrink enjoy… and click on “header”
8/20/2019 ERP Lecture1
139/194
139
8/20/2019 ERP Lecture1
140/194
8/20/2019 ERP Lecture1
141/194
141
Press enter
If a line is blocked close the detailed data on bottom of the screen and it can be selected again
8/20/2019 ERP Lecture1
142/194
142
Press save button and repeat for vendor two
Press save
8/20/2019 ERP Lecture1
143/194
8/20/2019 ERP Lecture1
144/194
144
Session 5 – 16 May 2015
8/20/2019 ERP Lecture1
145/194
145
8/20/2019 ERP Lecture1
146/194
146
8/20/2019 ERP Lecture1
147/194
8/20/2019 ERP Lecture1
148/194
8/20/2019 ERP Lecture1
149/194
149
If Total Qty is increased by one piece:
Click missing parts list
8/20/2019 ERP Lecture1
150/194
150
Click capacity (should be available at all work centers)
Click on calculator sign (CTRL+F7)
8/20/2019 ERP Lecture1
151/194
151
Click GOTO -> COSTS -> Analysis
8/20/2019 ERP Lecture1
152/194
152
Press green flag button (CRTL + F1) to release the order
8/20/2019 ERP Lecture1
153/194
153
Click refresh button (F6) to update the order status
8/20/2019 ERP Lecture1
154/194
154
Change filter
8/20/2019 ERP Lecture1
155/194
155
Entire order as saved is being created
Open new session and go to:
8/20/2019 ERP Lecture1
156/194
156
Click SAP reference IMG
Click on watch symbol a Define Order Types
8/20/2019 ERP Lecture1
157/194
157
The screen shows one der type per schedule (mine marked)
8/20/2019 ERP Lecture1
158/194
158
If we want to perform availability checks:
8/20/2019 ERP Lecture1
159/194
159
8/20/2019 ERP Lecture1
160/194
160
Go to define checking control
8/20/2019 ERP Lecture1
161/194
8/20/2019 ERP Lecture1
162/194
162
If nothing is show click on Select Layout (CTRL + F9)
Select cost trends
Select and deselect in the (rubic cube) Menu to change layout of the report
8/20/2019 ERP Lecture1
163/194
163
8/20/2019 ERP Lecture1
164/194
164
8/20/2019 ERP Lecture1
165/194
165
8/20/2019 ERP Lecture1
166/194
166
8/20/2019 ERP Lecture1
167/194
167
8/20/2019 ERP Lecture1
168/194
168
Where do materials come from and go to: (the following postings show the arrows between the red
boxes and the Production Order arrow in the following slide
Prod. Order / materials € 400.000
Prod. Order / cost center € 400.000
8/20/2019 ERP Lecture1
169/194
8/20/2019 ERP Lecture1
170/194
170
The double click costing sheet
Select your palnt
8/20/2019 ERP Lecture1
171/194
171
Double click Costing sheet rows
Select row with base and double click base
8/20/2019 ERP Lecture1
172/194
172
Confirm with enter
Debit:
Prod. Order / material € 400000
Prod. Order / cost ctr € 640100
Prod. Order / sto € 620100
Prod. Order / PP € 620100
Credit production order with SUM of all costs
Materials / production order € SUM(All orders above)
The stick enters the production of the umbrella as a resource at the first settlement above and at the
end, the umbrella will be booked against finished goods.
8/20/2019 ERP Lecture1
173/194
173
8/20/2019 ERP Lecture1
174/194
174
Production Orders
MRP/Evaluation/Stock req list(8.1)
- Check order (8.2)
-
Order release (8.4.1)
Shop floor control/ goods movement / goods issue (8.4.2)
- Order confirmation (8.4.3)
Goods receipt (8.4.4) period end closing / overhead calc. act cost (8.4.5)
Period end closing/settlement (8.4.6)
8/20/2019 ERP Lecture1
175/194
175
8/20/2019 ERP Lecture1
176/194
8/20/2019 ERP Lecture1
177/194
177
Press save button
8/20/2019 ERP Lecture1
178/194
178
Check cost display – has sth. Canged?
8/20/2019 ERP Lecture1
179/194
179
“Goods movement posted” has been added to the status
First posting in actual costs has been done (goods issues 2490)
8/20/2019 ERP Lecture1
180/194
180
Order confirmation
Select order
8/20/2019 ERP Lecture1
181/194
181
8/20/2019 ERP Lecture1
182/194
182
8/20/2019 ERP Lecture1
183/194
8/20/2019 ERP Lecture1
184/194
184
Press save
8/20/2019 ERP Lecture1
185/194
185
Deselect all
Only select plant stock
8/20/2019 ERP Lecture1
186/194
186
It is logistically finished but not yet commercially booked
8/20/2019 ERP Lecture1
187/194
8/20/2019 ERP Lecture1
188/194
188
8/20/2019 ERP Lecture1
189/194
189
8/20/2019 ERP Lecture1
190/194
190
Overheads have been added:
8/20/2019 ERP Lecture1
191/194
191
Deselect test run and hit process button
8/20/2019 ERP Lecture1
192/194
192
8/20/2019 ERP Lecture1
193/194
193
Moving average price has been adjusted
8/20/2019 ERP Lecture1
194/194
Practical exam1. Produce frame completely
2. Check that we have the frame in stock correctly valued
3.
Entirely finish frame before producing umbrella
4.
Case study
Pael ad switc ave BOM ?all other? items purchased.
Three capacities are required for the machines.
EPROM ASSM SMD are tree individual cost centers
4.2.
Software to be created as a raw material