Discovering Sales-Order-Related Production (Make-To-Order Scenario)

Objectives

After completing this lesson, you will be able to:
  • explain which cost object is used in sales-order-related production (make-to-order scenario).
  • explain which master data needs to be set up for the scenario.

Cost Object Used

In sales-order-related production (MTO scenario) the controlling focus is lot-based on the ordered product quantity. Costs are collected and analyzed for the particular quantity the customer ordered. For that, the production accounting method product cost by order is used. The costs to produce the particular quantity of a product in a sales order item are collected in an event-based manner and analyzed on a manufacturing order which is the cost object. This can be either a production or a process order.

Note

If the product ordered in a sales order item has a multilevel BOM, other materials may have to be manufactured with reference to the sales order item if the materials are controlled by individual requirements and consequently cannot be withdrawn from the make-to-stock inventory. Then several manufacturing orders are created for these dependent requirements and assigned to the sales order item. This is determined as part of material requirements planning (MRP) for the finished good.

The manufacturing order is created with reference to the respective sales order item. Once the ordered quantity is produced, the manufacturing order is completed. The produced quantity is then transferred to the valuated sales order stock. A sales order stock is assigned exclusively to a particular sales order. Materials related to the specific sales order are assigned to the respective sales order stock. If material is externally procured for the sales order item, the materials are assigned to the sales order stock at the time of the goods receipt. Materials in this sales order stock can’t be used for other sales orders or anonymous stocks. When the ordered production lot or parts of it are delivered to the customer they are withdrawn from the sales order stock. In MTO, the sales order item is only used due to logistical reasons and not as a cost object. Production accounting in sales-order-related production is not managing the costs of sales orders but the costs of products.

The image shows that in a sales order the customer SAP ordered ten bikes with the individual specification that they shall carry the SAP logo. For the production of these bikes with logos a manufacturing order is created with reference to the respective sales order item to produce the ten bikes. On the manufacturing order the costs for the production of these bikes are collected. The costs include costs for material, internal activities as well as costs from overhead allocation. When the ten bikes are produced, they are transferred to the sales order stock. The sales order stock is assigned to the sales order for the ten bikes with SAP logo.

Master Data in Sales-Order-Related Production with Production Order

In the following, the necessary master data for product cost by period in sales-order-related production with production order is presented.

The following master data needs to be set up:

  • bill of material (BOM)
  • routing
  • work centers
  • material master record
  • production order

Again, only specific settings that are relevant for the master data mentioned and for the present scenario are discussed. These refer to the material master record as well as the production order.

Several prerequisites must be met to use the valuated sales order stock. In the material master record, the Individual/Coll. Req. indicator on the MRP 4 tab must be set to Individual requirements only or Individual and collective requirements. Moreover, on the MRP 3 tab, a strategy group is assigned to the product, in which a requirement class is assigned, for which M (Separate valuation with ref. to sales document/project) is selected in the Valuation field. This is, for example, the MTO requirement class 046. In this way, the special stock valuation carries both quantity and value of the sales order stock that is independent of make-to-stock (MTS) inventory. In addition, an accounting view must have been created. In this view a valuation class for sales order stock must be entered. If you do not maintain a specific valuation class for them, the system uses the valuation class from plant stock.

A production order is created with reference to the respective sales order item and therefore with reference to a material and the quantity that shall be produced. In the production order, the settlement rule must specify settlement type FUL (Full settlement).

The mentioned master data is required if, for instance, bikes are produced according to individual customers specification (for example, SAP company logo) in sales-order-related production with production order.

The image shows the required master data to produce a bike with SAP company logo. This is bill of material (BOM), routing, work centers, material master record and production order.

Master Data in Sales-Order-Related Production with Process Order

In the following, the necessary master data for product cost by period in sales-order-related production with process order is presented.

The following master data needs to be set up:

  • master recipe
  • resources
  • material master record
  • process order

To use the valuated sales order stock the same settings in the material master record are required as described in the previous chapter on master data in sales-order-related production with production order.

A process order is created with reference to the respective sales order item and therefore with reference to a material and the quantity that shall be produced. In the process order, the settlement rule must specify settlement type FUL (Full settlement).

The mentioned master data is required if, for instance, paint in SAP blue is produced according to individual customers specification in sales-order-related production.

The image shows the required master data to produce paint in SAP blue. This is master recipe, resources, material master record, and process order.

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