Applying Tolerances and the Delivery Completed Indicator

Objectives

After completing this lesson, you will be able to:
  • Use the tolerances for underdelivery and overdelivery
  • Use the delivery completed indicator

Underdeliveries and Overdeliveries in Goods Receipt for Purchase Order

The system automatically adjusts the open purchase order quantity for each goods movement for the purchase order item (goods receipt, subsequent delivery, return delivery, and cancellation).

Note

A goods receipt in the GR blocked stock or a return delivery from the GR blocked stock does not change the open purchase order quantity.

At goods receipt, you must change the proposed quantity to match the quantity actually delivered. The system compares the goods receipt quantity with the open purchase order quantity and determines whether there is an underdelivery or overdelivery. 

Underdelivery and Overdelivery

Default Values for Underdelivery and Overdelivery Tolerances 

If the same underdelivery and overdelivery tolerances always apply for one material, you can define them in the material master record as default values for purchasing. The tolerances are determined by the purchasing value key specified in the purchasing data of the material master record.

The purchasing value key delivers the further default values and is created in Customizing for Materials Management under Purchasing→Material Master→Define Purchasing Value Keys. 

The graphic explains how purchasing tolerance limits, like underdelivery or overdelivery, are set in the material master and applied to purchase orders if no differing data exists in the info record.

If underdelivery and overdelivery tolerances that vary from the material master record are valid for a vendor-material combination, you can define the tolerances in the purchasing info record for the vendor and material.

It is also possible to specify tolerances directly in the order. The Tolerance limit for underdelivery and Tolerance limit for overdelivery fields, as well as the Unlimited overdelivery allowed indicator, are found in the detail data of an item on the Delivery tab page.

How to Use Tolerances for Underdeliveries and Overdeliveries in a PO and GR

DemoStart Demo

Delivery Completed Indicator

The Delivery Completed indicator specifies whether a purchase order item is considered closed. This means that no more goods receipts are expected for this item. If theDelivery Completed indicator is set, the open purchase order quantity becomes zero, even if the full quantity has not been delivered. It is still possible to post goods receipts of remaining quantities, but these no longer change the open purchase order quantity.

Hint

  • GUI transaction MIGO and the SAP Fiori app Post Goods Movement:

    If the delivered quantity is less than the quantity ordered at GR for the PO item, the system proposes the difference between the quantity ordered and the delivered quantity (as the open order quantity), even if the Delivery Completed checkbox is selected. The checkbox does not prevent you from entering additional GRs for the PO item. This condition only applies as long as the overdelivery tolerance is not exceeded.

  • SAP Fiori app Post Goods Receipt for Purchasing Document:

    PO items with Delivery Completed indicator are no longer copied.

Setting the Delivery Completed indicator in a PO item has the following effects:

  • The open PO quantity of the PO item equals zero.
  • The PO item is no longer relevant for materials planning.
  • The PO item is ignored when letters urging delivery of overdue goods are generated.
  • An additional delivery is not expected, but is possible.
  • The commitment for the PO item is canceled.
  • The PO item can be deleted and archived.

Selection of the Delivery Completed Indicator

The various ways in which the Delivery Completed indicator can be set in a purchase order item are as follows:

  • Manually when changing a purchase order item

  • Manually when entering a goods receipt for the purchase order item with the SAP Fiori app Post Goods Receipt for Purchasing Document

  • Manually when entering a goods movement for the purchase order item (GR, return delivery, subsequent delivery, and cancellation) with the Post Goods Movement app or the transaction MIGO

  • Automatically when entering a goods receipt for the purchase order item

    In Customizing for Inventory Management and Physical Inventory, you can determine for each plant whether the system automatically selects the Delivery Completed checkbox for delivery quantities within the underdelivery and overdelivery tolerances.

    Go to Customizing for Materials Management under Inventory Management and Physical Inventory→Goods Receipt→Set Delivery Completed Indicator (OMCD).

Automatic Setting of the Delivery Completed Indicator

Hint

For goods receipts for production orders, the functions for under, over, and final delivery correspond to those for goods receipts for purchase orders.

In the production order, you can specify the tolerances for underdelivery and overdelivery on the Goods Receipt tab page.

Hint

You can use the system message M7 433 (The "Delivery Completed" Indicator is set for the PO item) in connection with Business Add-In (BAdI) Set Delivery Completed Indicator (MB_GOODSMOVEMENT_DCI). If you have configured this message as an error message, you will not be able to post further GRs for a PO item for which the Delivery Completed indicator is set.

The BAdI also allows custom logic for selecting the Delivery Completed indicator in a PO item.

How to Get the Delivery Completed Indicator Automatically Set

DemoStart Demo

Test the Automatic and Manual Settings of the Delivery Completed Indicator

ExerciseStart Exercise

Learning

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