SAP Basics Prepared by Lavanya.M
Brief intro on SAP • SAP stands for Systems, Applications, Products in Data Processing. It is the leading Enterprise Information and Management Package worldwide. Use of this package makes it possible to track and manage, in real-time, sales, Production, finance accounting and human resources in an enterprise. • SAP the company was founded in Germany in 1972 by five ex-IBM engineers. The Client/Server technology turned out to be killer for SAP especially in North American region. • SAP has both Functional and Technical Modules. • SAP is customized to business requirements, GAP analysis is calculated while customizing to business requirements • GAP analysis is one that is used to analysis between the application availability and business requirement. This would help us to calculate the time taken to customize the application.
Access the SAP • Use the SAP logon to login to an SAP system (must be installed on the client side) • Select the system (ECC 6.0) and click on Log on
Access the SAP Or, alternatively, use the SAP Web GUI to login to SAP via any browser
SAP - Menus SAP Menu
SAP - Menus • User Menu – Displays the logged on user roles, Type of Authorization, Managing favorites. • SAP Menu – Shows all the available menus of the SAP system • Business Workplace - Business & Communication Process within the Enterprise Internal and External mailing of a company. Receives all work items that are assigned
Comparison of Window and SAP • Navigate SAP just like windows via menu trees & folders Windows Explorer Sample SAP Screen
SAP Logistics SAP Logistics is an enterprise software application that helps automate supply chain operations related to logistics. Logistics refers to the process of getting a product or service to its desired location upon request. There are many tasks that are involved in this process including transportation, purchasing, warehousing, and others. If all these tasks work efficiently, the product or service gets to its desired destination on time and at the lowest possible cost.
Logistics Modules in SAP • Materials Management • Plant Maintenance • Production Planning • Production Processing • Quality Management • Sales and Distribution • Service Management • Warehouse Management
Logistics – Material Management • MM is the materials management module of the SAP ERP software package. • SAP MM is all about managing the materials i.e. the resources of an organization. The main functionality within MM includes purchasing, Inventory management, valuation and assignment, batch management and classification. • Materials management is integrated with other modules such as SD, PP and QM. Materials management is used for procurement and inventory management. • The module has two important master data - material and vendor. Broadly, the various levels that can be defined for a SAP MM implementation are: Client, Company Code, Plant, Storage Location and Purchase Organization.
Navigation in SAP • Transactions codes are used to navigate from one screen to the other. Each SAP screen has a unique transaction code. • We can also navigate to screens with the help of SAP Menu.
SAP Material Master • SAP Material Master is created to record the information of a particular material. • Material Master is created to identify the material and processes in which a Material can be procured.
Creation of Material Create a Material – MM01 (Transaction code) Enter the Details of the materials and click on select views
Creation of Material (Contd..) Select the required Views for creation of Material Click on ok
Creation of Material (Contd..) Enter Plant code
Creation of Material (Contd..) Click on Save to Create the Material after entering the data in all screens Enter the required data in Basic Data1, Basic Data2,Purchasing,Plant data storage, Accounting screens.
SAP Vendor Master • Vendor Master helps us to identify the vendors for a particular material. • Creation of vendor Master is important if materials have to be procured from external parties. • Validity of Vendor can be maintained.
Creation of Vendor Create Vendors - XK01 (Transaction code) Enter the company code and Organization. Click on Enter to enter the details of the vendor
Creation of Vendor (Contd..) Enter the vendor details in the below screens which are listed. Address details Vendor control Payment Transactions Accounting Information Purchasing data Partner functions Note: To Navigate to the listed screens press enter, once you complete filling the details in each screen.
Creation of Vendor (Contd..) Click on Yes to save the Vendor details
Creation of Vendor (Contd..) Created Vendor details is displayed in the bottom of the screen
SAP Quota Arrangement • Quota arrangements is maintained for vendors. • Quota arrangement is helpful to split the required material supply between vendors. • This helps to set valid from and valid to dates.
Create quota arrangement Create a Quota Arrangement – MEQ1(Transaction code)
Create quota arrangement – (Contd..) Click on Save to create the quota arrangement Enter Valid To and Minimum Qty Split
SAP Info Record • This is where information regarding Material and Vendor is stored. • Procurement Info record, SAP provides the data available to Purchase Order form.
Creation of Info Record Create a Quota Arrangement – ME11 (Transaction code) Four Types of Info category, choose one and Press Enter.
Creation of Info Record (Contd…) General Data, Purchase organization data1, Purchase organization data2,Text overview screens data to be filled. Note: To Navigate to the listed screens press enter, once you complete filling the details in each screen.
Creation of Info Record (Contd…) Info record is created, Message is displayed in the bottom of the page
SAP Source List • Source List is maintained to identify the preferred sources of supply for certain material. • If source list is properly maintained, it will identify the source of a material and the period of time in which you can order a material. • Source List is created to automatically assign the source of supply in Purchase Requisition.
Maintain Source List Maintain Source List – ME01(Transaction code)
Maintain Source List (Contd..) Enter Valid from and Valid to data in the field for a Particular Vendor
Maintain Source List (Contd..) Source List for the material is changed
SAP Purchase Order • Purchase Order is created based on Material Requirement. • It is a document to record purchase based on agreement with the Vendor. • Purchase Order can be created for Material with or without Material Master.
Creation of Purchase Order Creation of Purchase Order – ME21n (Transaction code) Enter the details of Purch Org, Group and Company code
Creation of Purchase Order (Contd…) Enter the Payment Terms
Creation of Purchase Order (Contd…) Purchase order details displayed
Creation of Purchase Order (Contd…) PO is created, Message is displayed with the document number.
SAP Reports • Reports are collection of records that are helpful for arriving at important decisions. • Reports can be filtered based on requirements parameters. For e.g., TCode MM60 we can filter based on Material ans Plant or Plant or Material or it can even be a blind filter.
Standard Sap MM Reports • MB51 Material Doc. List • MB5L List of Stock Values: Balances • MB5T Display of Stock in Transit • MBBS Display valuated special stock • MBLB Stock Value at vendor side • MC$G PURCHIS: Material PurchVal Selection • MC$I PURCHIS: Material PurchQty Selection • MC.1 INVCO: Plant Anal. Selection: Stock • MC.2 INVCO: Plant Anal.Selection, Rec/Iss • MC.5 INVCO: SLoc Anal. Selection, Stock • MC.9 INVCO: Material Anal.Selection,Stock • MC.A INVCO: Mat.Anal.Selection, Rec/Iss • MC.L INVCO: Mat.Group Analysis Sel. Stock • MC48 INVCO: Anal. of Current Stock Values • MC50 INVCO: Analysis of Dead Stock • MCBA INVCO: Plant Analysis Selection • MCBC INVCO: Stor. Loc. Analysis Selection • MCBE INVCO: Material Analysis Selection • MCBK INVCO: MatGrp Analysis Selection
Standard Sap MM Reports • MCBR INVCO: Batch Analysis Selection • MCE1 PURCHIS: PurchGrp Analysis Selection • MCE3 PURCHIS: Vendor Analysis Selection • MCE5 PURCHIS: MatGrp Analysis Selection • MCE7 PURCHIS: Material Analysis Selection • MCW3 PURCHIS: Evaluate VBD Header • MCW4 PURCHIS: Evaluate VBD Item • ME2L Purchase Orders by Vendor • ME2M Purchase Orders by Material • ME2N Purchase Orders by PO Number • MIR6 Invoice Overview • MMBE Stock Overview
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