Tracking Substance Volumes

Objective

After completing this lesson, you will be able to track Substance Volumes.

Substance Volume Tracking Process

Substance volume tracking helps you comply with chemical regulations. These regulations require you to track and monitor the volumes of regulated substances that you import to, produce, or export to a country/region within a certain period.

Substance volume tracking is integrated with the logistic processes for purchasing, manufacturing, sales, and tracking. It calculates, aggregates, and monitors the imported, produced, and exported substance volumes that result from the processes.

Substance volume tracking starts with the creation of a sales order. The sales order is approved or blocked, and a market assessment and regulations are added. Finally, the packaged product is classified and the substance is delivered. The following videos shows the business roles involved in completing these tasks.

Applicable Process Steps

To sum up, the steps include:

  • Internal Sales Order Representative: Creates and checks Sales Order
  • Internal Sales Order Representative: Approves or blocks Sales Order
  • Product Steward Specialist: Adds a market assessment
  • Product Steward Specialist: Applies regulations to countries and regions
  • Dangerous Goods Specialist: Classifies packaged products
  • Shipping Specialist: Creates delivery and checks status of Sales Order
  • Master Data Specialist: Monitors substance volumes

Benefits

Tracking substance volumes simplify these processes by helping to:

  • Track, calculate, and aggregate volumes of imported, produced, and exported substances on a legal entity level and based on the relevant compliance requirements and tracking period
  • Compare aggregated substance volumes and the thresholds in the relevant compliance requirements by calculating a substance volume tracking status
  • Monitor substance volumes tracing back to the respective logistics document via an SAP Fiori app

Note

This process flow is covered in Scope Item: 4OL- Substance Volume Tracking.

How to track substance volumes

Introduction: Substance Volume Tracking

With this process, you can enable substance volume tracking of confirmed quantities from purchasing, manufacturing, and sales.

Be aware of the following

  • To run this process, several preparation steps are necessary.
  • In this scenario you work with raw materials, semi-finished and finished products.

  • The semi-finished and finshed products are created and labeled as compliant relevant. These products are used for the logistic integration.

  • The raw materials need basic compliance data. This scenario can be reviewed in lesson: "Assessing the Marketability of a Product", part of: How to assess the Marketability of a Product.

  • The creation of compliance data happens not for the product itself. It takes place on the chemical level, represented by the unpackaged product.

  • The unpackaged product reflects the deepest level. Here the substances are defined or the analytical compositions.

  • The raw materials are added as the material-based composition to the unpackaged product.
  • At the end the substance volume tracking is activated for the legal requirements. These requirements were defined a presettings and connected to legal entities.

Task 0: Check the unpackaged Product

The following video shows the existing unpackaged product, which is later used inside the purchasing, the manufacturing and the sales process.

Task 1: Purchasing Process

In this scenario Purchaser Claire creates a purchasing request for both raw materials. Compliance data for the raw material were defined. On one side, these raw materials are part of the unpackaged product, which also contains the semi-finished and the finsihed product. On the other side a material BOM for the semi-finished product exist.

Claire also coverts these requisitions into two purchase orders.

At the end the goods receipts are posted.

Task 2: Manufacturing Process

The second scenario shows a process order scenario.

First, Production Supervisor - Process Manufacturing Jack creates a process order.

When the order is released, Warehouse Clerk Jim posts the goods receipt.

Production Operator Kathy confirms the data and Jim finally posts the goods receipt for the process order.

Task 3: Sales Order process

The third scenario starts with the creation of a sales order, done by Kate, the Internal Sales Representative.

The sales order shows a status blocked under product marketability. Therefore Product Stewardship Specialist Otto adds a market assessment for this product. The product can now be sold.

Shipping Specialist Mark creates the outbound delivery. Then he posts good issues. At the end Mark posts the general ledger data.

Task 4: Track Substance Volumes

The Product Stewardship Specialist, Otto, is responsible for monitoring substance volumes related to product compliance. He initiates a calculation that identifies three substance volumes:

Two are linked to raw materials in the purchasing process, and the third is associated with a semi-finished product, which has related process and sales orders.

Otto reviews the details of each substance, checking volumes by month and by product, and examines document numbers generated during goods receipt.

He tracks the process from purchase requisition to goods movement, switching between different substance views.

Otto also reviews compliance event notifications and verifies the completion status for tasks in sales, manufacturing, and purchasing.

Now you should have an impression of "how to track Substance Volumes".

Summary

After completing this lesson, you are able to:

  • name the benefits of tracking Substance Volumes
  • understand the necessary process
  • work with Purchase, Process and Sales Order scenarios
  • track Substance volumes

Learning

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