Tracking Substance Volumes

Objective

After completing this lesson, you will be able to describe the Substance Volume Tracking process.

Substance Volume Tracking Process

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

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 a sales order creation. 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 a tracking of confirmed substance volumes from purchasing, manufacturing, and sales is possible.

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.

Substance volume tracking is integrated with the logistic processes.

Scenario 1: Task 1: Create Purchase Request

The first scenario shows a process order scenario.

Before the first task can start, a lot of predefinitions have to be done. Please check out the exercise for further information.

As a first step Purchaser Claire creates a purchase requisition.

Task 2: Create Purchase Order based on a Requisition

Inside this task Purchaser Claire converts the purchase requisition into a purchase order.

Task 3: Post Goods Receipt for Purchase Order

Warehouse Clerk Jim post goods receipts for the purchase order.

Scenario 2: Task 4-6: Maintain a Process Order

The second scenario shows a process order scenario.

First, our Production Planner Nikhil creates a process order.

Warehouse Clerk Jim posts the goods receipt.

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

Scenario 3: Task 7: Create a Sales Order

The third scenario starts with the creation of a sales order, done by Kate, our internal sales representative.

Task 8: Add Market Assessment

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.

Task 9-10: Create Deliveries and Post Goods Issues

First the shipping specialist Marc creates an outbound delivery.

Then he posts Good Issues.

At the end Marc Marc posts General Ledger data.

Task11: Track Substance Volumes

This process shows how Master Data Specialist - Jasmine monitors the substance volumes that are calculated from the periodic tracking.

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

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