Material

Objective

After completing this lesson, you will be able to configure Material Planning

Material Availability Check

The material availability check is crucial before placing an order in process. Settings for order type and material master determine whether a material availability check is possible, how it should be run, and how shortfalls should be dealt with.

Material Availability Check: Settings and Features

Screenshot of Display Material T-PM2300 (Semifinished Product) with the Checking Group highlighted in red.

The availability check leads to a shortfall (FMAT) status being generated when there is a deficit in the warehouse. You can determine whether or not an order is allowed to be released despite shortfalls.

Availability checks can be set to generate a dynamic check of all goods received and goods issued (order requirements, orders, stock in transfer, safety stock, and so on).

These settings are determined for the combination of checking group and checking rule.

The checking rules are then assigned to the order type. The checking group is recorded in the material master.

Component List (SAP GUI)

The graphic shows an image of two men looking at a laptop and a text box with containing a component list.

The component list of a maintenance order can be changed using its own transaction (IW3K). Supplements and changes can thus also be made by employees who have no change authorization for the order.

How to configure the Material Availability Check

Checking Prerequisites in Material Master

Customize Material Availability Check

Create Order and Check Material Availability

How to check settings for Enhanced Procurement

OCI Interface and Internet Catalog

To access an external spare-parts catalog based on the Internet, a direct link can be established between the order's component list and the catalog.

The link is found at the Open Catalog Interface (OCI).

To do this, however, the catalog and its call structure must first be defined in Customizing.

Once a spare part has been chosen from the supplier catalog, a N (non-stock) item type is created in the component list of the order.

SAP 3D Visual Enterprise

SAP 3D Visual Enterprise is a software component that converts existing CAD files into graphic files of small size. The generated files, including the data belonging to them, can be provided for follow-on processes such as Production Planning, Purchasing, Production, Documentation, Enterprise Asset Management/Maintenance and Service in a neutral format. Different formats, for example, 2D or 3D graphics, animations, and exploded views can be generated and optimally integrated in the target application.

The documents contain RH files Dateien (converted CAD files including material information and maintenance task lists) and can be assigned to different business objects (Functional Location, Equipment, Assembly, Maintenance Order, Task List, Task List Operation).

If you link a business object with document info record, you can use a 3D visualization by using the SAP 3D Visual Enterprise viewer (VE viewer). The 3D visualization enhances the assignment of spare parts, as well as the visualization of task lists.

Prerequisites

The following business functions have to be activated so that the integration with SAP 3D Visual Enterprise can be used:

• LOG_EAM_VE_INT (Visual Enterprise Integration)

• LOG_EAM_SIMPLICITY (Simplified Management of EAM Functions)

• LOG_EAM_SIMPLICITY_2 (Simplified Management of EAM Functions 2)

• Activate Functions for Enterprise Asset Management

You can only use the described integration with SAP 3D Visual Enterprise if you have installed the SAP 3D Visual Enterprise Viewer locally.

Summarizing Customizing Settings - Material Planning

Access to Customizing

On the SAP Menu screen, choose

Tools → Customizing → IMG → Execute Project → Goto → SAP Reference IMG

The graphic shows the field name/data types for the Material Availability Check: Checking Rules, Scope of Check, and Define Inspection Control.

Menu Paths for Order Customizing Settings.

The following tables provide menu paths for Order Customizing settings.

Material Planning

Field Name or Data TypePath
Material Availability CheckPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersFunctions and Settings for Order TypesAvailability Check for Material, PRTs and Capacities
Interface for Procurement Using Catalogs (OCI)Plant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersInterface for Procurement Using Catalogs (OCI)

3D Visual Enterprise

Field Name or Data TypePath
Business FunctionsSAP Customizing Implementation GuideActivate Business Functions
Functions for EAMPlant Maintenance and Customer ServiceSystem Enhancements and Data TransferActivate Functions for Enterprise Asset Management
Document TypesLogistics - GeneralProduct Lifecycle Management (PLM)Document ManagementControl DataDefine Document Types
Workstation Application for ViewerLogistics - GeneralProduct Lifecycle Management (PLM)Document ManagementGeneral DataDefine Workstation Application
Thumbnails and format conversion for imagesLogistics - GeneralProduct Lifecycle Management (PLM)Document ManagementGeneral DataSet Up Workstation Application for Thumbnails (Images)
Search sequence for viewable fileLogistics - GeneralProduct Lifecycle Management (PLM)Document ManagementVisual Enterprise GeneratorDefine Search Sequence for Viewable File

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