Configuring Make-to-Stock Production – Discrete Manufacturing (BJ5)

You use this configuration item to define a collection of default values for master recipes. When creating or changing a master recipe, you have to enter a profile. The values of this profile are proposed as default values in the new recipe or the new recipe objects. You can either accept or overwrite these values.

In a profile, you can specify default values for the following areas:

• General recipe data such as control keys
• Increment between operation numbers

Note

• Profiles can also be maintained within recipe maintenance. In this case, the changes are only valid until you leave the respective recipe.
• Certain data can also be copied from a material or from a resource to the master recipe. Values that have been maintained in the material or in the resource take precedence over values from the profile.

1. Determine the default values that can reduce maintenance work in your company.
2. Create the respective profiles and maintain the corresponding default values.

You use this configuration item to define the rescheduling periods and the relevant receipt elements. The rescheduling period represents the period in which the system checks whether the existing dates of the receipt elements, which are no longer allowed to be changed automatically, still suit the requirements situation.

If the dates of these elements are no longer suitable, the system creates the following exception messages for the Monitor Stock / Requirements List app and for the Material Planning Data - Read API (API_MRP_MATERIALS_SRV_01) depending on the requirements situation:

• Bring operation forward, if the date of the requirement lies before the date of the receipt element.
• Postpone operation, if the date of the requirement lies after the date of the receipt element.
• Reverse operation, if the requirement no longer exists.

When determining the rescheduling period, take the period in which a precise planning run is to be carried out into account. You define the rescheduling period per plant or per MRP group.

You use the tolerance values to determine whether a tolerance period exists in which no exception messages are created.

The following receipt elements are not changed in the planning run.

• Firmed planned orders
• Firmed purchase requisitions
• Purchase orders
• Production orders
• QM inspection lots

You can define which of the above-mentioned receipt elements are to be provided with a rescheduling proposal for rescheduling in. Rescheduling proposals for rescheduling out are always created for all receipt elements. You can also determine a time tolerance for the rescheduling proposal, that is, a tolerance by which the requirements date is allowed to deviate from the order finish date or the delivery date. Only once this tolerance value is exceeded, will the system create a rescheduling proposal.

Note

• If you maintain no rescheduling period, the system will not carry out a rescheduling check. This means, the system does not create an exception message for firm order proposals. For every newly planned requirement, the system will create an appropriate receipt element without first checking the firmed receipts that already exist, although their dates are unsuitable.
• The system calculates the rescheduling horizon from the end of the replenishment lead time in reorder point planning.

In joint production it is not possible to reschedule receipt elements at will, because the goods receipt depends on the planning run for another material. For this reason, it is best to use a very small rescheduling horizon.

1. Define the rescheduling period for the plants.
2. Decide which receipt elements are to be included in the rescheduling check.
3. Define the tolerances for the plants within which you want no rescheduling proposals.

You use this configuration item to specify a number range number, including intervals, for planned orders. You define number range numbers including the lower and upper limits of intervals for planned orders either created automatically during the MRP run or manually. This configuration step also displays the last assigned number for intervals as a number range status.

• If necessary, create additional number range numbers.
• If you want to decrease the interval of a number range number, for example, you want to split an interval, make sure that you check the number range status in all relevant systems. In the To Number field for the upper limit of the decreased interval, you should use at least the entry from the system with the highest number range status.
• Only change a number range status if absolutely necessary. If you do, make sure that all numbers that have already been assigned are covered by the changed status.

You use this configuration item to define the production supervisors for your plants. In addition, you can assign a control profile to each production supervisor. By assigning production supervisors to materials within the application, you can define responsibilities for a material within production activity control.

1. Create your production supervisors.
2. If necessary, assign profiles to your production supervisors.

You use this configuration item to specify several MRP control parameters for each plant. You set up several control parameters for the material requirements planning (MRP) for each plant:

• Parameters concerning the planning run:
  • Default values of external procurement
  • Item numbers of planning proposals
  • Available stocks
  • Error handling
• Parameter concerning the conversion of the planned order to the purchase requisition
• Parameter concerning the availability check of planned orders

Specify MRP control parameters for each plant.

You use this configuration item to define the parameters that are valid for each order type and plant. The parameters are split up on the tab pages: Planning, Implementation, and Cost Accounting.

In the Master Data section, you define the data that influences master data selection or order master data maintenance:

• Production Version defines if production version is selected automatically or manually
• Routing
  • The task list Application is predefined as 'P'.
  • Routing Selection ID specifies the priorities according to which routings are to be selected and whether reference operation sets can also be selected.
  • Sequence Exchange and Alternative Sequences define whether alternative sequences are permitted and how the sequences are to be exchanged.
  • Routing Type defines the routing type permitted for production orders.
  • Check Operation Details defines whether operation detail screens are to be checked when the operations are transferred to the order.
  • Routing Text defines that the header long text is copied into the order.
• Operation

  You can activate the entry tool for operations to help you when you create operations.

• Bill of Material

  BOM application defines how the BOM alternatives are to be automatically selected.

• Batch Determination

  Search procedure defines how batch determination is to take place.

• In the General section, you define the following:
  • Substitute MRP Controller/Substitute Production Supervisor are proposed when you create production orders if an MRP controller or production supervisor are not specified in the material master, or if there is no reference to material.
  • Reservation/Purch.Req. specifies whether certain order objects (operation, components) are relevant to MRP.
  • Collective PR enables collective purchase requisition per order for externally processed operations or non-stock items.
  • Inspection Type defines how a quality inspection is to be carried out.

• Status Change Documents
  • You define whether you want change documents to be written if a status change occurs. You also define the level at which the change documents are to be written.
  • A status change document contains the following:
    • Which status has been changed
    • Who changed the status
    • Whether the status has been activated or deactivated
    • In which transaction the status change has been carried out
  • In the production order, you can define the status at the following levels:
    • Order header
    • Operation
    • Material component
  • Status change documents can also be defined independently of each other, at each of these levels.
    Note

    If you have defined these parameters such that status change documents are written for a particular order level, the SAP System only writes a status change document for a status change from this point in time for example, if the order has been created since the status change documents have been activated.
• Documentation of Goods Movements

  You can specify that goods movements are to be documented with reference to an order. Then you can display goods movements, for example, using the order information system.

• Cost Accounting

  You define the parameters relevant to controlling, such as, for example, costing variants for planned and actual costs and a results analysis key.

• Distribution Rule

  Default (distribution) rule defines an automatically generated distribution rule for CO settlement.

Create the necessary parameters for the order type.

You use this configuration item to define the control key of an operation.

The control key specifies:

• The business functions you want to carry out with an operation
• How the SAP system processes an operation

The most important functions are:

• Scheduling

  If you set this indicator, the operation is scheduled.

• Capacity planning

  If you set this indicator, capacity requirements records are written when the operation is scheduled.

• Rework

  With this indicator you specify that an operation is designated for rework. If you set this indicator, you cannot set the Automatic Goods Receipt indicator, since the goods receipt for rework quantities must be posted manually.

• Costing

  If you set this indicator, the operation is taken into account in costing.

• Confirmation

  You set this indicator to specify whether and how an operation is confirmed.

• External processing

  With this indicator you can specify whether an operation is internally or externally processed or both.

Note

If you subsequently change these specifications, data is usually also changed.

1. Check the existing control keys.
2. Create new control keys if required.
3. If necessary, create a new long text for the control key. To do so, choose Call Up Long Text.

You use this configuration item to define parameters, which you then assign to standard value keys. You use the parameters, for example, when defining the formulas for capacity planning, scheduling, calculation, and PRT management.

The assignment of a parameter to a data field is defined in the origin. You can refer to the data field in the work center or the routing via the parameter ID or the key word that is assigned to every parameter and is displayed next to the data field in the routing or work center. Parameters can have the following origins:

• Standard Value

  Using the standard value key, you provide the work center, and thus the routing, with up to six parameters that you assign values to in the routing operation. You can define the standard values according to your needs. The most common default values are setup time and machine time per unit ('tr' or 'te' according to REFA). Under certain circumstances, you may also need further standard values for planning such as labor time or cleanout times.

• Work Center Constant

  In the work center, you can assign a value and a unit to up to six work center constants.

• General Formula Constants

  You can assign a value and a unit to general formula constants.

• General Operation Value

  The parameter is assigned to a data field in the general operation data, for example, the lot size or the base quantity. In this case, you must explicitly enter the field name.

• Value from PRT Allocation

  You assign the parameter to a field in the PRT allocation, for instance the PRT quantity.

• PRT Constant

  In the PRT master record, you assign a fixed value to the parameter. This parameter can only be used for PRT management.

Note

• You enter the meaning of the fields in the key words for work centers and routings and not in the field names.
• If you want to use the parameters in formulas, use descriptive parameter IDs.
• The value that you enter in the std. value field is only used to check the syntax of the formula (apart from general formula constants). The system does this automatically when you create a formula. You should maintain this field, especially if a parameter is used as a divisor in a formula. Also, the Standard value unit field is used for checking purposes only.

1. Define your parameters.
2. Check the assignment of the parameters to the standard value keys.
3. Check the use of the parameters in formula definitions.

You use this configuration item to define the standard value keys to determine the standard values of an operation. The standard value key determines the meaning of the six standard values in the operation. The SAP System assigns a parameter ID to the standard values of the operation and the work in network activities.

The parameter ID in turn determines:

• The key word displayed for the standard value on the screen (for example, setup, machine, labor, teardown, and so on)
• The dimension (for example, time, quantity, volume) of the standard value

At the same time, the parameter IDs are the names used for the standard values in formulas for the calculation of:

• Execution time
• Capacity requirements
• Costs

Note

A parameter which is to be used in a standard value key must have the origin '2'. If you use capacity leveling, SAP recommends that you always enter the parameter key for the setup standard values in the same position (for example, in the first column) in all standard value keys.

Define the standard value keys.

You use this configuration item to create the formulas for work centers that you want to use, for example, for scheduling or costing In this menu option, you can define the formulas that you want to use in the following areas:

• Capacity planning
• Scheduling
• Costing

You can use the formula parameters to which values have been assigned previously.

The formula parameters can be linked mathematically using the following operators:

• Addition => +
• Subtraction => -
• Multiplication => *
• Division => /

1. Check the available formula parameters.
2. Define the formulas used in your company.

You use this configuration item to define the check control. The checking rule together with the checking group specify the scope of the check.

You can make the checking rule as well as the actual check itself dependent on the following parameters:

• Plant
• Order type
• operation

The operation can have the following characteristics:

• Order created
• Release(d) order

In addition to this, you can specify whether a planned order can be converted to a production order or process order using collective conversion in the case of missing parts.

You can also control whether an order can be released in the case of missing materials.

Define the following:

• Whether an availability check is to be carried out when you create or release an order
• Whether an availability check is to be carried out when you save an order that has been created or released
• Which checking rule is to be used
• What effect a material shortfall is to have on the creation or release of an order

• The automatic check at time 1 (create), is not executed for maintenance orders, or service orders.
• You can only carry out the check manually before you have released your maintenance orders or service orders.
• The automatic check at time 2 (release) is executed if it is switched on. (See 'no check' switch).

You use this configuration item to define the confirmation parameters for each plant and order type. The parameters are covered in the following tab pages: Generally Valid Settings and Individual Entry General.

• Checks

  Using checks, you can define the following:

  • What happens when the sequence of operations is not adhered to during confirmation.
  • What happens when you want to confirm a larger quantity than was confirmed for the preceding operation.
    Note

    You can choose between a termination message, an error message, a warning message, and an information message.
  • Whether you want the total confirmed quantity of an operation checked for underdelivery or overdelivery tolerance in the order header.
  • What effect a QM result recording has on the confirmation.
  • Whether dates (for example, posting date, end of lead time) should also be displayed with a date that is further in the future than the time of creation.
• Goods Movements

  Using the All Components indicator, you can specify that the system should display all the components assigned to the operation in the goods movement overview (in other words, not only backflushed components). If you do not branch to the material overview at confirmation, the system only posts backflushed components.

• Confirmation Function

  You can define whether a partial confirmation, a final confirmation or a final confirmation with clearing of open reservations is to be proposed for the confirmation.

• Error Handling/Logs
  • Actual Costs indicates that the system generates a log of the actual costs when you confirm operations.
  • Goods Movements indicates that an error log is displayed in the case of faulty items of goods movements (for backflushing or automatic goods receipts). This gives you another chance to correct the items using the material overview.

Define the potential reasons that can cause a variance.

You use this configuration item to create layouts for the single screen entry of confirmations. You do this by defining the confirmation profile for the single screen entry of time ticket confirmations. You can define the layout of the entry screen. When you do this, you define which input and output fields are displayed and in which order. These definitions are saved in the profile.

• Standard Profile

  With the Standard Prof. indicator, you can define that the profile is to be used as the standard profile. Only one profile each can be defined as standard profile for single screen entry.

• Area Selection
  • In the header area you can define which data is to identify the operation or phase to be confirmed. Here, for example, you can define whether only the confirmation number and/or order, sequence and operation/phase can be entered.
  • In the detail areas, you define which information can be entered for the operation/phase to be confirmed and in which order the fields in question are displayed. You can select up to seven detail areas, each containing one group of possible entry fields. Note that every input and output field can only be outputted once. When you save, the system automatically checks whether this rule has been adhered to. To carry out this check beforehand, choose the Check area selectionbutton.
  • Titles can be assigned to the detail areas, which are reproduced on the buttons above the corresponding area. You can use these buttons to open and close the areas. This means that the number of fields on the screen can be kept to a minimum. With the Closed indicator you define that the area is to be closed when the function is first called up.
  • You can display a preview of the individual area and also of the entire entry screen. To do this, choose the corresponding button (Header area preview, Detail area preview, or List screen preview)
• Defaults
  • Confirmation function

    You define whether a partial confirmation, final confirmation, or final confirmation with posting of open reservations is to be proposed.

  • Default value

    You can define the time of default determination for quantities and/or activities:

    • No proposal
    • Immediate proposal
    • Proposal when saving
  • For default determination:

    • The quantity that is still to be confirmed is calculated

    • The activities are calculated in proportion to the quantities

For the activities, you can define 6 texts that are displayed during confirmation entry. These texts are overwritten with the texts from the standard value key in the work center after you have chosen ENTER. If you want to prevent this from happening, set the indicator Fix text. You can hide activities for which you do not want to enter a confirmation by setting the indicator Hidden.

Note

The texts entered for the buttons in the detail area and for the activities are saved in the logon language.

You can use this configuration item to define the parameters for scheduling production orders per plant, order type, and production supervisor. This includes detailed scheduling, date adjustment when dates are exceeded, scheduling control for detailed scheduling, and reduction.

In detailed scheduling you define:

• How production dates are to be calculated
• Whether capacity requirements are generated

In date adjustment you specify whether and how the basic dates are adjusted to the production dates (for example, when deadlines are exceeded) and how dates for dependent requirements are to lie.

In scheduling control for detailed scheduling you specify the control parameters for detailed scheduling, among other things the

• Scheduling type

  Here you specify in which direction scheduling is to be carried out and whether it is to be carried out to an exact time. Among other things you can specify that a scheduling run only be used to generate capacity requirements.

• Start date in the past

  Here you specify how many days an order may lie in the past before today scheduling is triggered.

• Calculate dates automatically

  Here you specify whether scheduling is carried out automatically on saving.

• Display log automatically

  Here you specify whether the log is displayed automatically on scheduling.

• Required date of material

  Here you specify where the required date of a component should be with respect to an operation.

• Schedule exact to the break

  Here you specify that the exact time a break occurs must be taken into account.

• Dates to be specified

  Here you specify that when you create or change an order the user must enter schedules dates (production dates) instead of basic dates.

• Move order

  Here you specify whether the order can be moved if partially confirmed operations exist.

• Whether in the order or in the collective order all the operations are to be reduced or only those along the critical path.

  Reduction along the critical path is only possible for networks, production orders and planned orders with parallel sequences and for collective orders that contain production orders or planned orders.

• Up to which maximum reduction level the reduction takes place
• To what percentage the float before and after production in every reduction level is to be reduced.

Define the scheduling parameters for production orders.

You use this configuration item to define shifts, break schedules, and shift sequences for specific areas.

This configuration step consists of the following:

• Grouping

  Using the grouping you can create shift sequences and shift definitions for special areas (for example, different plants or different areas of a plant) and when maintaining the available capacity choose from between work centers.

• Work break schedule
  • Here you define parameters that describe the individual work break schedules in more detail, as for example:
    • Start
    • Finish
    • Break times
    • Shift definition
  • Here you define the parameters common to several work centers that describe the individual shifts in more detail, for example:
    • Start
    • Finish
    • Break times
    • Validity period of a shift
• Shift sequences
  • You can assign the shift sequence of a capacity category as the available capacity at the work center.
  • You define a sequence of shifts per weekday. The shift sequence represents a collection of shift definitions.
  • In capacity planning the system uses the predefined values from the shift definition to determine the available capacity of a work center.
  • The system calculates the following values:
    • The capacity
    • The actual operating time* for the capacity

The SAP standard package contains settings for various shift sequences.

Define the following:

• Groupings

• Shift sequences

• Shift definitions

• Work break schedules

You use this configuration item to define the potential reasons that can cause a variance. You define the reasons that can be given if a variance occurs, in order to document this variance.

Variances might be:

• Scrap on a quantity basis
• Excess consumption of activities
• Longer execution time
• Other resource

Define the reasons for variances that could occur in your company per plant.

You use this configuration item to define planner groups per plant. A planner group is a group of people responsible for the maintenance of routings. You can use the planner group as a selection criterion for task list selection.

Create planner groups.

You use this configuration item to define setup types for your plants. You define setup types per plant. You enter them to be referenced or copied for routings or work orders. The setup type is used in sequence planning to determine the optimum setup times for sequences.

The setup type specifies:

• How a machine or a work center is to be set up
• Who is to set up the machine or work center

Define setup types for every plant.

You use this configuration item to define setup group categories for operations and phases and subdivide them into setup groups. In recipes and orders, you can assign a setup group category to each operation and each phase. You can also assign a setup group belonging to the respective category. In this way, you can mark operations and phases which are processed under the same or similar processing conditions and between which little setup activity is required. Setup groups and setup group category thus help to optimize the processing sequence on a resource.

In the planning table, you can use the setup group as well as the setup group category for the following purposes:

• As selection criteria within the work list and for dispatching
• As criteria for selecting the color

1. Define your setup group categories.
2. Define the setup groups belonging to the respective setup group categories.

You use this configuration item to assign previously defined number ranges to the task list type routing.

In addition, you can activate the following options for the task list type:

• Write change documents
• Last maintained value for the material (and plant of the material), group, and sales document fields appears as the default value.

Note

'Last maintained' refers to the last entry of a specific user and not to the last entry in the system.

1. Assign number ranges for internal and external number assignment to the task list type.
2. Maintain the remaining options.

You use this configuration item to set the parameters that define a planning calendar. You use the planning calendar to define flexible period lengths for planning and procurement in MRP. For this purpose, you can maintain period splits of your choice (for example, Wednesday to Tuesday). If you work with the planning calendar, you can also display the period totals display in the Monitor Stock/Requirements List app or in the Material Planning Data - Read API (API_MRP_MATERIALS_SRV_01) according to your planning calendar periods.

If, for example, a vendor always delivers his goods every second Wednesday, you can use the planning calendar to define a period length of two weeks starting on the Wednesday and ending on the Tuesday, two weeks later. The period lot size can also be set accordingly so that, on the one hand, the requirements are always grouped together within the defined period length, and on the other, the order proposals are planned in such a way that the delivery date lies at the end of the period.

Note

If you want to determine flexible procurement dates, assign the planning calendar to the material with the appropriate lot size in the material master record.

Defining a planning calendar can be divided into the following steps:

1. Enter data for the planning calendar.
   • Enter a key of up to three characters and a short description for the calendar.
   • Select a calculation rule. The calculation rule determines the period split procurement date (for example, whether the period lengths are to be calculated per week, month, or year).
   • Determine whether you want the SAP system to choose either the previous or the following working day if a procurement date falls on a day that is defined as a non-working day. Depending on the situation, you can also choose No new period or Do not displace.
   • Enter a minimum period in working days for the calendar. You use the minimum period to define a period that you require to reprocess the planning calendar.
2. Enter data for the calculation data.

   Depending on the calculation rule, enter for the period calculation the number of the weekday in the month, determine the weekday, the number of working days, and the start date from which the system calculates the planning calendar periods.

3. Enter data for the planning periods.
   • Select Calculate Periods or enter the periods manually.
     • If you select Calculate Periods, enter a start date and a finish date to define the validity period of the planning calendar.
     • If you enter the periods manually, enter the Period from and the Period to dates. Be aware, that it is not possible to create planning periods with gaps. This means the Period to has to be one day before the Period from of the following row. Otherwise, the system issues a message. You will also get a message if the periods are overlapping.
     • If you want to determine the procurement dates for a material using the planning calendar, note that the receipts created in the planning run must lie within the validity period of the planning calendar. Otherwise the planning run will be terminated. Therefore, you must always make sure that sufficient calendar periods are available.
   • If you entered the periods manually, enter the period number for each period.
   • If you want to protect the period from automatic changes, select the Firmed checkbox.

You use this configuration item to define the order type that is automatically set when converting planned orders into production orders or process orders.

Note

The order type set in the MRP group is only used for individual conversion and not for the collective conversion function.

The order type set in the MRP group is only used for individual conversion and not for the collective conversion function.

You use this configuration item to assign material types to task list types to enable the creation of routings for materials of this type.

SAP recommends using the assignments contained in the standard SAP system. Only make new assignments if the standard assignments do not cover all of your needs. For task list type Q (inspection plan), only the standard material types FERT, HALB, ROH, and HAWA are available.

Check the assignments of material types to task list types. If needed, assign new material types to the task list types.

You use this configuration item to define several selection priorities for every selection ID. You assign the selection criteria to every priority. The system automatically selects a task list that matches the selection criteria.

Selection criteria are, for example:

• Task list type
• Task list usage
• Task list status

If no alternative task list can be found, the system continues the search using the selection criteria assigned the next lowest priority.

Note

In shop floor control, the selection ID is defined for each order type in the order-dependent parameters.

Define the following for every selection ID:

• Selection priority
• Task list type
• Task list usage
• Task list status

You use this configuration item to assign orders to order types. You have to assign every order to an order type. The order category (= 40, process order) is a fixed setting and cannot be changed. The order categories are predefined in the SAP System and characterize the technical properties of the orders. The order category defines, for example, the transactions you can use to process an order.

The order type defines the following:

• Order residence time

  You define how long completed orders remain in the SAP system before they are archived.

• Status management

  An order can run through several statuses*. The status controls which business-related operations* are permitted with an order.

• Number assignment

  You have to assign a number range to each order type. If you create a new order type by copying an existing one, you can either keep the number range assignment or choose a different one.

Note

In addition to the general order parameters at client level, there are also parameters at plant level, which you can process in the configuration step under Shop Floor Control → Master Data for Process Manufacturing → Define Order-Type-Dependent Parameters.

Order types are preset in the standard delivery of the SAP System.

1. Classify the orders with regard to their defining characteristics (for example, order category or number range).
2. For each order category, define whether you want to use status management.
3. If necessary, define your own order types. To do so, copy an existing order type and adjust the data as necessary.

You use this configuration item to define the parameters that are valid for each order type and plant.

The parameters are split up as follows:

Here, you define the data that influences master data selection or order master data maintenance. The screen contains the following indicators:

• The production version defines if the production version is selected automatically or manually.
• The recipe selection ID defines the priorities according to which the recipe is selected.
• You can activate the entry tool for operations to help you when you create operations.

• General
  • Substitute MRP controller/substitute production supervisor. These are proposed when you create process orders if an MRP controller or production supervisor are not specified in the material master, or if there is no reference to material.
  • Reservation/Purch.Req. specifies whether certain order objects (operations, components) are relevant to MRP.
  • Collective requisition enables collective purchase requisition per order for externally processed operations or non-stock items.
• Bill of Material
  • Application defines how the BOM alternatives are selected
  • Batch Determination
  • Search procedure defines how batch determination is to take place
• Quality Inspection

  Inspection type defines how a quality inspection is to be carried out

• Status Change Documents
  • Here, you define whether you want change documents to be written if a status change occurs. You also define the level at which the change documents are written:
  • A status change document documents the following:
    • Which status has been changed
    • Who changed the status
    • Whether the status has been activated or deactivated
    • In which transaction the status change has been carried out
  • In the process order*, you can define the status at the following levels:
    • Order header
    • Operation
    • Material component
• Status change documents can thus be defined independently of each other, at each of these four levels.
  Note

  If you have defined these parameters such that status change documents are written for a particular order level, the SAP system only writes a status change document for a status change from this point in time if the order (or operation/component) has been created since the status change documents have been activated.
• Documentation of Goods Movements

  You can specify that goods movements are to be documented with reference to an order.

• Cost Accounting

  Here, you define the parameters relevant for cost accounting, such as costing variants for planned and actual costs and a results analysis key.

• Distribution Role

  Default (distribution) role defines an automatically generated distribution role for CO settlement.

You use this configuration item to create production scheduling profiles for specific plants.

In a production scheduling profile, you can:

• Specify that certain business transactions or processes are to be carried out in parallel in a production or process order:
  • Order release at the time the order is created
  • Generation of document link from the material master when the order is created
  • Generation of document link from a BOM when the order is created
  • Scheduling upon order release
  • Generation of document link from the material master upon order release
  • Generation of document link from a BOM upon order release
• Specify whether only partial quantities are to be confirmed at the time of an availability check
• Specify that an automatic goods receipt is to take place
• Specify that in the case of the confirmation:
  • No short quantities are to be updated
  • No excess quantities are to be updated
  • Neither short nor excess quantities are to be updated
  • An adjustment of the operation and component quantities to the actual values is to take place
• Make various specifications in the area of batch management:
  • Automatic batch creation when an order is opened
  • Branching to batch classification when a batch is changed
  • Extended batch classification via Customer Function Call
  • Generation of a batch split record in the production order for each batch that is found
• Specify settings regarding transport:
  • Specify that only transport requirements are to be created if transport requirements can be generated for all the components of the operation
  • Specify that either the committed quantities or the required quantities are to be taken into account when transport requirements are generated
  • Specify that the creation of transport requirements is to take place automatically
• Specify which order type is to be suggested depending on the business process
• You can assign a production scheduling profile to a:
  • Material (Work Scheduling screen in material master)
  • Production supervisor

Note

• The assignment to a material takes higher priority.
• The production scheduling profile is adopted in the production or process order at the time the order is opened.

1. Create the necessary production scheduling profiles.
2. Assign the profiles to the appropriate materials or production supervisors.

You use this configuration item to define the production supervisors for your plants. In addition, you can assign a control profile to each production supervisor. By assigning production supervisors to materials within the application, you can define responsibilities for a material within production activity control.

1. Create your production supervisors.
2. If necessary, assign profiles to your production supervisors.

You use this configuration item to define parameters for the automatic stock and batch determination for each plant, order type, and business transaction. You can assign a stock determination rule and switch off stock or batch determination.

The business transactions for production orders are:

• Backflushing of components for confirmations
• Picking
• Batch determination

1. Enter the plant, order type, and business operation.
2. Enter the type of check (no check, checking rule).

You use this configuration item to define the floats for determining the basic dates of the planned orders. The floats are assigned to the material by means of the scheduling margin key in the material master record. The scheduling margin key is an indicator in the material master record that refers to a group of time intervals that are relevant to material requirements planning.

• Opening period

  The opening period represents the number of workdays that are subtracted from the order start date to determine the order opening date. This time is used as a 'buffer' for the MRP controller for converting planned orders into either purchase requisitions or production orders.

• Float before production

  The float before production represents the number of workdays planned as a between the order start date (planned start date) and the target start date. This float is used to make sure that delays in staging materials do not lead to delays in production. The production dates could also be brought forward by the float before production in capacity bottlenecks.

• Float after production

  The float after production is used as a buffer time for instances where the manufacturing process has been disrupted so that the planned finish date can be kept to. The float after production is planned between the order finish date (planned finish date) and the target finish date. The float after production is also maintained in workdays.

• Release period

  The release period represents the number of workdays that are subtracted from the order start date to determine the date that the production order should be released. The release period is only relevant for maintaining production orders.

The opening period should represent the processing time that the MRP requires to convert planned orders into purchase requisitions or production orders. The opening period should at least be as long as the interval between two planning runs so that all planned order can be taken into account in the conversion.

Define the floats.

You use this configuration item to define the explosion date for the BOM, which is used in the planning run and for calculating dependent requirements.

You define the following plant-specific parameters:

• Explosion date for BOM
• Whether the planning run is to create dependent requirements for bulk material in the appropriate plant

Note

The explosion date determines which BOM is to be used for explosion in the planning run and, therefore, for the calculation of the dependent requirements. This means, the system selects the BOM that is valid for the explosion date and creates dependent requirements for the components contained in it.

The following possibilities are available for the explosion date:

• Only the order start date is valid as explosion date
• Only the order finish date is valid as explosion date

Note

If you select the Exclude Bulk Material checkbox, no dependent requirements are created in the planning run for BOM items that are flagged as bulk materials. This reduces the system load.

Note

If the checkbox is not selected, the system creates dependent requirements for bulk materials that can only be displayed in the planned order for information purposes but that are not included in the net requirements calculation. They are not planned in the planning run and they are not displayed in the stock and requirements list.

Set the parameters.

You use this configuration item to specify the priority with which BOM usage is selected. In this step, you specify the priority with which BOM usage is selected during the planning run. Here, a sequence is usually determined, which is used to select a valid BOM using the Usage criterion. The BOM usage is a tool that allows you to enter BOMs. It is an important selection criterion in the BOM application, which controls the automatic explosion of BOMs.

Define the selection ID for the BOM.

In this configuration item, you can define task list usages to assign routing to various work areas. You can create several task lists with various usages for the production of a material. In work orders, you can assign order types* to usages. The system uses the usage in an order for automatic task list selection.

You can specify that a routing is to be used only for Plant Maintenance or for goods receipt.

Define task list usages.

You use this configuration item to define a collection of default values for task list headers and operations.

You can minimize the maintenance of task list data as follows:

• Data from the material master is proposed
• Data from the work center can be referenced or copied
• Data from the profile is proposed

You can enter a profile in routing maintenance. The values from this profile are proposed when you create a new routing or routing object, such as a header or an operation. This data can either be saved or overwritten.

The profile contains default values for the status or for the operation increment.

Note

The values you maintained in the material master or the work center will be proposed before any values from the profile.

1. Determine the default values that can reduce the amount of maintenance work in your company.
2. If necessary, define several profiles.
3. Maintain the default values for routing maintenance.

You use this configuration item to define supply and demand profiles for the material shortage profile. You can group supply and demand elements for the various supply and demand matching evaluations. The grouping of the supply and demand elements is relevant for the evaluation of material shortages. The supply and demand profiles that you create here are assigned to the material shortage profile that you create in a second configuration step.

The standard system comes with predefined versions of the supply and demand profiles that typically need not be changed. The recommendation is that you check that the standard profiles meet your requirements and use them.

Note

You cannot make any changes to the SAP standard profiles.

1. Definition of the Supply Profile

   In this activity, you group the supply elements. The evaluation of shortages distinguishes between four supply groups (stock, execution supplies, ordered supplies, and planned supplies) to which you can assign appropriate supply elements.

2. Definition of the Demand Profile

   In this activity, you group the demand elements. The evaluation of shortages distinguishes between five different demand groups (negative stock, execution demands, ordered demands, planned demands, and forecast demands) to which you can assign appropriate demand elements.

In addition, when creating the demand profile, you can define a category importance and a sales demands importance to prioritize your sales demand elements. This priority information is used in the uncovered demand calculation as an overall sorting criterion. For example, it determines which demand element has the highest delivery priority, the next highest, and so on.

Note

• If you want to create a new profile, you have to use the namespaces X*, Y*, or Z*.
• If you want to change a profile, you have to copy one of the predefined profiles and adapt them to your business needs. You also have to use the namespaces X*, Y*, or Z* for your copied profiles.
• If you don't need a supply or demand element in your supply or demand profile, you can assign the supply group or demand group option Blank - No Supply or Blank - No Demand. Otherwise, the MRP element category * All other supply elements or * All other demand elements collects all the MRP element categories that you have not assigned to any supply or demand group.

You use this configuration item to define the material shortage definitions that are displayed in the SAP Fiori apps for material requirements planning and in the SAP Fiori apps for demand-driven replenishment. You can create material shortage profiles. One material shortage profile can contain several material shortage definitions that each provide a set of rules the system uses, for example, when calculating material shortages and uncovered demand. These rules define the scope of the shortage calculation meaning the supply and demand elements to be considered as well as the conditions that have to be met to be a relevant shortage.

The material shortage definitions are displayed in the SAP Fiori apps for material requirements planning such as Monitor External Requirements or Monitor Material Coverage. They appear in the Shortage Definitions drop-down list and provide different views on the calculation of material shortages.

In the SAP Fiori apps for demand-driven replenishment such as Replenishment Planning and Replenishment Execution, the calculated material shortage appears on the Replenishment Details page displaying the shortage alerts.

The standard system comes with predefined material shortage profiles with material shortage definitions. Check whether these standard settings are sufficient for your business needs. If not, copy the SAP standard material shortage profiles and make any necessary changes.

Note

You cannot make any changes to the SAP standard profiles.

1. Create the material shortage profile and assign supply and demand profiles

   You copy the SAP standard material shortage profile and assign the appropriate supply and demand profiles.

2. Maintain material shortage definition
   • You define exactly which supply and demand groups are to be considered for each material shortage definition. This determines which supply and demand elements are to be considered for supply and demand matching.
   • You also specify here the material shortage definitions available in apps for demand-driven replenishment by selecting the Demand-Driven checkbox.
   • In addition, you define the evaluation horizon in workdays here and by selecting the Calculate Uncovered Demand checkbox, you can define that uncovered demands are to be calculated in addition to material shortages.
3. Maintain the material shortage threshold type
   • If you have created a material shortage definition to calculate material shortages only (that is you have not selected the Calculate Uncovered Demand checkbox), then you also have to define the material shortage threshold type. This specifies when a planning situation is to be considered as a relevant shortage to be displayed in the material list.
   • If you have created a material shortage definition and have selected the Calculate Uncovered Demands checkbox so that uncovered demands are also calculated, you cannot maintain the threshold type manually. In this case, the system automatically sets the threshold type to Available Quantity Below Zero and determines a material shortage when the available stock quantity falls below zero.

You have created a material shortage profile with the following four material shortage definitions:

• Stock Days' Supply
  • Supply Groups: Stock
  • Demand Groups: All Demands
  • Definition Type: Material Shortage Calculation (Calculate Uncovered Demands checkbox is not selected)
• All Supplies vs. All Demands (MRP Standard Logic)
  • Supply Groups: All Supplies
  • Demand Groups: All Demands
  • Definition Type: Material Shortage Calculation
• Planned Supplies vs. Ordered Demands
  • Supply Groups: Planned Supplies
  • Demand Groups: Ordered Demands
  • Definition Type: Material Shortage Calculation + Uncovered Demands Calculation (Calculate Uncovered Demands checkbox is selected)
• Ordered Supplies vs. Planned Demands
  • Supply Groups: Ordered Supplies
  • Demand Groups: Planned Demands
  • Definition Type: Material Shortage Calculation + Maximum Coverage Calculation (MaxCovCalc checkbox is selected)

As a result, all four shortage definitions would be available in the SAP Fiori apps Monitor Material Coverage and Monitor Production Orders or Process Orders. However, only shortage definition 3 would be available in the apps Monitor External Requirements and Monitor Internal Requirements.

You use this configuration item to assign material shortage profiles to users. The assigned material shortage profile controls which material shortage definitions the user can choose from in the SAP Fiori apps for Material Requirements Planning.

In the standard system, this table is empty and the system automatically uses the SAP standard profile SAP000000001 for all users. If necessary, you can change this standard behavior.

• If you do not make any changes in this table, the system automatically uses the SAP standard profile SAP000000001 as the default value.
• If you want to assign the SAP standard profile (or an alternative profile that you have already created) to the majority of your users but want to assign a different profile to certain users, you can enter * in the User field and assign the appropriate material shortage profile.
• You can then enter other individual users to whom you want to assign different profiles and assign the appropriate material shortage profile.
• To enter the individual users, you can use the input help, which provides you with the list of business users that are maintained in the Maintain Business Users app.

You use this configuration item to define MRP types to assign and set parameters for them. You use the MRP type to control which procedure is to be used to plan a material and which MRP parameters can be entered when maintaining a material master record. You enter the MRP type in the material master record.

The following parameters of the MRP type are relevant for the planning run:

• MRP Procedure

  The MRP procedure determines which of the following MRP types is to be used:

  • Material Requirements Planning (MRP)
  • Master Production Scheduling (MPS)
  • Consumption-Based Planning (Reorder Point)
  • Demand-Driven Replenishment (DD)
• Firming Type

  The firming type determines how order proposals are firmed and scheduled if you work with a planning time fence in the planning run. The following firming types exist:

  • Firming Type 0: Order proposals are not firmed automatically. With this firming type, no actual firming takes place. The materials only receive the indicator for MPS so that they can be planned using the special planning run for master production scheduling. This firming type only makes sense in combination with the MRP procedure MPS.
  • Firming Type 1: Order proposals are not firmed automatically. With this firming type, no actual firming takes place. The materials only receive the indicator for MPS so that they can be planned using the special planning run for master production scheduling. This firming type only makes sense in combination with the MRP procedure MPS.
  • Firming Type 2: An order proposal that lies within the planning time fence is automatically firmed as soon as its date lies at least one day before the end of the planning time fence. The system does not create any new order proposals within the planning time fence. The shortage situation is not adjusted within the planning time fence.
  • Firming Type 3: Order proposals that lie within the planning time fence are not firmed automatically. The order proposals required to cover the requirements are moved to the end of the planning time fence.
  • Firming Type 4: Within the planning time fence, the system creates no order proposals automatically. The shortage situation is not adjusted within the planning time fence.
• Planning Time Fence

  Using the planning time fence, you can exclude a certain period from the automatic planning run. In this period, only manual changes are made, depending on the firming type. The system will not create any order proposals within this period.

• External Requirements
  • This indicator is only relevant for reorder point planning. You use it to instruct the system to include customer requirements and manual reservations in the MRP calculation for materials that are planned by reorder point. If a material is planned with this type of reorder point planning, an entry is created in the planning file when creating or changing a sales order or manual reservation.
  • If you want to include requirements in the MRP calculation in addition to the customer requirements and manual reservations, select the following fields:
    • Requirements for materials to be provided in subcontracting
    • Dependent order reservations on the basis of production orders
    • Dependent order reservations on the basis of maintenance orders or networks
    • Release orders
    • Purchase requisition releases
    • Forecast delivery schedules
      Note

      The Incl. external reqmts indicator is only displayed if you select MRP procedure Reorder Point Planning.
• Forecast Indicator

  You use this indicator to determine whether or not the forecast is to be carried out.

• Forecast Consumption Indicator

  You use this indicator to determine which consumption values are to be used in the material forecast.

• Calculate Safety Stock Automatically

  You use this indicator to determine whether the safety stock is to be calculated automatically. The safety stock can be calculated automatically for materials planned with one of the consumption-based planning procedures if the service level has been maintained in the material master record, if historical data exists and if the forecast has been carried out for the material.

• Calculate Reorder Point Automatically

  You use this indicator to determine whether the reorder point is to be calculated automatically. The reorder point is calculated for materials planned in this way if automatic reorder point planning has been selected, if historical data exists, and if the forecast has been carried out for the material.

• Stock/Requirements List - Extended Header

  The Screen Sequence field controls which screens are displayed in the extended header and the order in which they are displayed.

In the standard system, the following MRP types are determined, for example;

• ND => No MRP
• PD => MRP
• VB => Manual reorder point planning
• D1 => Demand-driven replenishment

1. If necessary, change the parameters set in the standard system.
2. Add new MRP types to suit your own requirements.