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SCM660 Handling Unit Management

SCM660
Handling
Unit Management
SAP AG 2001

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System R/3
Release 4.6C
June 2001
Material number 50046866

Logistics Execution

Level 2

Level 3
LO530

3 days

Warehouse
Management

LO531
3 days
Additional Topics in
Warehouse
Management

LO140
3 days
Processes in
Logistics Execution

LO610

2 days

Delivery Processes
LO611

3 days

Transportation

SAP AG 1999

3 days
LO650
Cross - Functional
Customizing in SD

Course Prerequisites

# Good working knowledge of at least one


Logistics application (LE, MM, PP, QM, SD)

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Target Group

# Participants
!

Members of the project team, consultants,


partners

# Duration: 2 days

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Notes to users
!

The training materials are not a teach-yourself program. They complement the
course instructors explanations. There is space on the sheets for you to write down
additional information.
The course time may not be sufficient to complete all the exercises. The exercises
are intended to be additional examples that are dealt with during the course.
Participants can use these examples to deepen their knowledge after the course.

Course Overview

Contents:
# Course Goals
# Course Objectives
# Course Content
# Course Overview Diagram
# Main Business Scenario

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Course Goals

This course will prepare you to


# Understand the basic functions in Handling Unit
Management
# Make essential Customizing settings for using
Handling Unit Management.

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Course Objectives

At the conclusion of this course, you will be able to


# Describe the range of functions available in
Handling Unit Management.
# Make basic Customizing settings for using
Handling Unit Management.
# Illustrate subprocesses involving handling units
in procurement and Sales and Distribution.

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Course Content

Preface
Unit 1

Course Overview

Unit 2

Basics of Handling Unit Management

Unit 3

Packing as a Basic Function of Handling Unit Management

Unit 4

Procurement Processes with Handling Units

Unit 5

Sales and Distribution Processes with Handling Units

Unit 6

Quality Assurance and Handling Unit Management

Unit 7

Conclusion
Appendix

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Course Overview Diagram

Course
Course Overview
Overview
Basics
Basics
Packing
Packing as
as aa Basic
Basic Function
Function of
of Handling
Handling Unit
Unit Management
Management
Procurement
Procurement Processes
Processes with
with Handling
Handling Units
Units
Sales
Sales and
and Distribution
Distribution Processes
Processes with
with Handling
Handling Units
Units
Quality
Quality Assurance
Assurance and
and Handling
Handling Unit
Unit Management
Management
Conclusion
Conclusion

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Main Business Scenario

# The model company produces and sells pumps. In


future, procurement and SD should use handling
units.

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Basics

Contents:
# Basics of Handling Unit Management
# Cross-Application Customizing

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Basics: Unit Objectives

At the conclusion of this unit, you will be able to


# Use the Handling Unit Monitor to call up detailed
information for handling units
# Make basic Customizing settings for Handling Unit
Management

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Basics: Course Overview Diagram

Course
Course Overview
Overview
Basics
Basics
Packing
Packing as
as aa Basic
Basic Function
Function of
of Handling
Handling Unit
Unit Management
Management
Procurement
Procurement Processes
Processes with
with Handling
Handling Units
Units
Sales
Sales and
and Distribution
Distribution Processes
Processes with
with Handling
Handling Units
Units
Quality
Quality Assurance
Assurance and
and Handling
Handling Unit
Unit Management
Management
Conclusion
Conclusion

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Basics: Business Scenario

# The model company produces and sells pumps. In


future, procurement and SD should use handling
units.

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Definition
A handling unit (HU) is a logistic unit consisting of packaging
materials and goods. Handling units have a single identification
number that uniquely identifies the HU across processes.

123456

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In Handling Unit Management, different packaging materials, containers, and load


carriers (carton, shrink wrapping film, pallet, container, truck, and so on) can be
"packaging".

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Business Background

Simplification of the Logistics Process Flow:


# In many cases, Logistics within a company
does not move individual pieces of different
materials. Instead, it moves material quantities
summarized as handling units/packages. This
situation should be depicted in the SAP
System using Handling Unit Management.
# After you have created a handling unit, you
can call up and use all related information in
all the subsequent processes. Handling units
can be moved and can be passed on to
partners throughout the supply chain. They
can also be changed, where required.

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Using a handling unit in a cross-system logistics chain usually requires an


identification number that is unique worldwide. It is therefore possible to assign a
"shipping unit number" (ShpUn) or "Serial Shipping Container Code" (SSCC
number) to each handling unit.

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Process Overview

Warehouse Management

Goods Receipt

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Goods Issue
Quality Assurance

Production

The handling unit identification number enables you to perform goods movements
without entering a material or quantity.
Process steps that can be depicted using Handling Unit Management:
$ Announcement of expected handling units by the vendor via EDI (inbound
delivery)
$ Quality check and release, based on the delivered handling units
$ Putaway and goods receipt posting (in any order)
$ Material transfer postings and stock transfers for handling units
$ Materials staging for production and verification using handling units
$ Picking and outbound delivery of handling units
Material movements triggered by material-based postings generate deliveries. These
deliveries are assigned to the relevant handling units. This means that all movement
types are supported.

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Cross-Process Documentation

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You can call up the history of a handling unit using the Handling Unit Monitor, or
from the detail screen of the handling unit.
All documents affected by the handling unit are shown at the highest level. These
can be:
$ Inbound and outbound deliveries
$ Material documents
$ Work orders
$ Pick operations
You can follow the sequence of all postings in the history of a handling unit, and in
the related documents displayed there in chronological order.
You can use the document flow to access further information on the deliveries
involved, for example, sales orders, transfer orders, or split deliveries.

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Handling Unit Data Record

Handling Units
# Are constructed from shipping units
# Link business processes across all Logistics applications
# Do not require a reference to a document and, in contrast to
shipping units, are independent objects
# Are linked to storage units in Warehouse Management (WM).
The outermost handling unit corresponds to the storage unit
# Can be managed using interim storage areas (for example,
goods receipt zones or goods issue zones)

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Menu path (General):


Logistics -> Central Functions -> Handling Unit Management
Transactions for creating and changing handling units:
$ Create/Change/Repack Handling Units (General) (HU02)
$ Packing Station in Warehouse (HUPAST)
$ Pack Production Orders (COPAWA/COWBPACK)
$ Using the Handling Unit Monitor (HUMO)
Display functions for handling units:
$ Directly using the Handling Unit Monitor (HUMO)
$ Indirectly using the stock overviews for the material (MMBE and LS26)
$ For the individual document types: Inbound and outbound delivery, transfers,
material documents, and so on (HUIBD, HUOBD, HUTRA and so on)
Handling units are not included in document archiving for the delivery or the
transfer. However, there is a report that archives handling units.

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Header Data

Header Data
# Identification number
!

EAN

SSCC (including coding, decoding,


and barcode)

ShpUn

# Packaging material (pallet,


container)
# Weight, volume, dimension
# Warehouse number
# Status
!

User status

System status

# Packing instructions
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Table VEKP

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Item Data

Item Data
# Contents:
# Packed material
# Packed handling unit (can be
nested as required)
# Batch/Valuation type

1 2 3
4 5 6

# Quantity and unit of measure


# Plant/Storage location
# Stock category (unrestricted-use,
quality inspection, blocked,
consignment)
# Reference to packed serial
numbers
# Reference to QM inspection lot
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Table VEPO

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Handling Unit Monitor: Search Function

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When you search for a handling unit item, you can choose to display either the first
or the highest handling unit in the packing hierarchy.

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Handling Unit Monitor: List Display

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Options:
$ Display/Edit handling unit contents and hierarchy
$ Delete handling units
$ Transfer postings to unrestricted-use, quality inspection, or blocked stock, and/or
to another storage location
$ Display the history of a handling unit
Object key: The object key in the Handling Unit Monitor gives you information about
the object reference of a handling unit (see slide 15).

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Handling Unit Monitor: Examples


# Examples: Transfer posting to another storage
location

"History"

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From the display in the Handling Unit Monitor, you can perform transfer postings
and can call up details about the origin of the selected handling unit.

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Object Reference of the Handling Unit

The handling unit object reference ensures that the


handling unit currently being used in a certain process
cannot be mistakenly processed somewhere else. You
can find the object reference in the list display in the
Handling Unit Monitor.

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01
02
03
04
06
07
08
09
12

The handling unit is currently contained in an outbound delivery.


This is a packing proposal in an SD document.
The handling unit is currently contained in an inbound delivery.
This is a shipment handling unit.
The handling unit does not have a document reference. It is non-assigned and
does not contain any stock information.
The handling unit does not have a document reference. It was constructed in
repetitive manufacturing. The goods receipt has not been posted.
The handling unit is assigned to a work order for the goods issue posting.
The handling unit was created for a work order for the goods issue posting.
The handling unit does not have a document reference. It is a non-assigned
handling unit and does not contain any stock information.

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Basic Settings

# Define the internal handling unit number range interval


# (Client-wide) Activate unique handling unit number assignment
# Maintain number ranges according to the type of handling unit number
assignment
# Define packaging material types by (groups of) packaging materials
# Group materials into "material groups for packaging material"
according to their packaging (for example, liquids, large objects, small
objects).
# Define packing hierarchy: Assign "material groups for packaging
material" to packaging material types
# Specify handling unit requirement for storage location(s)
!

This is only possible when number assignment is unique and a number


assignment type has been allocated to all packaging material types

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Additional Basis Customizing when using Warehouse Management:


In Warehouse Management, you need to map the putaway, picking, and transfer
operations for storage unit types (SU type). Storage unit types group together
different load carriers (pallets, containers), usually according to physical properties
and/or standard dimensions (for example, storage unit type "Europallet"). Therefore,
if you want to use Handling Unit Management and Warehouse Management together,
you must assign all the packaging material types that you have defined to storage
unit types.

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Customizing: Handling Unit Number Assignment

# Internal system handling unit identification using an internal


number range
# External handling unit identification
!

Activate client-wide unique number assignment

Maintain the number ranges for client-wide unique handling unit HU No. 69179
identification
HU No. 69180

For internal number assignment

For external number assignment

HU No. 69181

If required, maintain settings for handling unit identification by SSCC


%

Maintain SSCC number range object and number range interval(s)

Assign number range object, interval, and base ILN number to


organizational units

Specify the number assignment type for each packaging material type

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Internal system handling unit identification:


$ You should set the "To" number in the number range interval to the absolute
maximum value. You should check this setting when upgrading from an older
release standard, and should change the setting where necessary.
External handling unit identification:
$ The term "external" has two different uses in connection with handling unit
number assignment:
- 1. As a general indicator for numbers that can be used to access handling units
(as opposed to the identification numbers for the database)
- 2. As an indicator of the number assignments made by the user (as opposed to
the internal assignments made by the system)

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Handling Unit Identification According to EAN128

# ShpUn
# SSCC (18 characters)
# Specifically valid worldwide for one year
T

Origin (ILN)

2.......................8
T = Handling Unit Type

Consecutive No

& Application Identification

# EAN128 Decoding
Functions

9 . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18

C = Check Digit

# EAN128 Definition
& Barcode Profile

(02) |||

| ||| | ||| (15) | || || ||| (37) | || ||| ||

EAN-13
(00) |

||| || ||| | ||| | |||| (10) | ||| | || ||| ||||


SSCC

(37) |

Batch

|| ||| || (311) || | ||| (321) |||| | ||

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!
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!
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The number assignment must be unique


You must define a number range interval for LE_SSCC
Not in line with ERP/DEC and LE
Internal number
Copy handling unit identification from vendor: SSCC or external number range
interval
You must convert the length of the storage unit number range to 18 characters
You must create a default value for number assignment in production. This value
should not have a plant or a storage location entry. You can only assign external
numbers in production if you use a user exit.

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Handling Unit Label

Technical Name: LVSHULABEL

Handling unit
Consecutive number of the
handling unit within
the transfer order
Outbound delivery
Transfer order
Storage type/Storage bin
Packaging material
Storage unit type

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Handling Units and Mobile Data Entry

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You can use Handling Unit Management in combination with mobile data entry. In
this way, handling unit identification numbers can be scanned in, or handling unit
storage bin coordinates (or coordinate parts) can be read in order to check the
whether handling units have been correctly putaway and/or withdrawn.
The following transactions are available if you want to use Radio Frequency
Identification (RFID):
$ LM18 Inquiry Select HU
$ LM19 Pack/Unpack (Pack)
$ LM22 Pack/Unpack (Unpack)
$ LM24 Pack/Unpack (Pack Deliveries)
$ LM25 Pack/Unpack (Unpack Deliveries)
$ LM35 Load Inquiry by Handling Unit
$ LM45 Picking and Packing
$ LM46 Picking and Packing by Delivery
$ LM66 Select Storage Unit/Handling Unit (Goods Issue)
$ LM76 Select Storage Unit/Handling Unit (Goods Receipt)

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Handling Units and Inventory Management

# Handling units are inventory managing objects.


# All stocks in handling unit-managed storage locations are
packed.
# Goods movements to handling unit-managed storage locations
are only possible if you enter the handling unit that contains
the stock to be posted.

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Handling Unit Management enables you to control inventory management using


packed stocks at storage location level. The handling unit contains information
about the stock category(ies) of the packed materials.
The guarantee that the total of all handling unit stocks is the same as the stock in
the storage location, is only valid for handling unit-managed storage locations.
When handling units are changed, unpacked and not-packed stocks are posted to
non-handling unit-managed storage locations in transfer postings. Packed stocks
are transferred to handling unit-managed storage locations.

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Goods Movements

# Using the Handling Unit Monitor:


!

Transfer postings into unrestricted-use, blocked, and


quality inspection stock

Transfer postings to another storage location

# Using deliveries
!

All goods movements

# Using transaction VLMOVE:


!

Handling unit goods movements for individual movement


types

Create deliveries by entering handling unit or material

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When you use a handling unit storage location, the delivery is generated from the
MM-IM transaction. You must maintain the data required for this in Customizing for
handling units under Basics Delivery, and when you activate Handling Unit
Management under Basics Materials Management.
Goods receipts for purchase orders are mostly made using deliveries. (The order
confirmation control key must be set in the purchase order.)
$ Goods receipt for shipping notifications is deactivated in Inventory Management,
since this would otherwise generate a new delivery.
$ The new order confirmation logic in 4.6C is independent of handling units.
You can perform two-step stock transfers.
$ As a direct posting with movement types 303 and 305, or types 313 and 315 using
VLMOVE
$ Using deliveries: A workflow scenario exists that automatically generates an
inbound delivery when the goods issue is posted for the outbound delivery (see
slide 4-9). The handling units for which a goods receipt has been posted are
assigned to the inbound delivery under the following conditions:
- You must have defined a follow-on delivery type for the delivery type.
- The delivery type must be Outbound Delivery (VBTYP is J). (Details: Note
340238)

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Basics: Summary

You are now able to


# Use the Handling Unit Monitor to call up detailed
information for handling units
# Make cross-application Customizing settings.

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Data for Activities

Explanation of Symbols in the Activities and Solutions


Activities
Solutions
Course Objectives

Business Scenario

Hints and Tips


Warning or Caution

Data in the Activities


For data containing -##, replace the placeholders with your group number (01, 02
and so on).

Type of Data

Data in the Training System

Company code

1000

Plant

1000

Handling unit storage location

HU##

Partner storage location

01##

Sales organization

1000

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Distribution channel

10

Division

00

Shipping point

1000

Purchasing organization

1000

Purchasing group

000

Default value: Vendor

10000

Default value: Customer

10000

Warehouse number

1##

Material Pump

T-H-##

Materials Components

T-K1-##, T-K2-##, T-K3-##,


T-K4-##

Customer

1400

Vendor

1000

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Basics Activities
Unit:

Basics of Handling Unit Management

Topic:

Basic Customizing Settings

At the conclusion of these exercises, you will be able to


Perform basic system configuration.

In future, the model company wants to use Handling Unit


Management in both Procurement and Sales and
Distribution. It is already used in Warehouse Management.
You check and add to the basic Customizing settings.

1-1

You should first check whether Handling Unit Management is activated in the
warehouse-managed standard storage location HU##. This storage location
is a production storage location and a picking storage location. The partner
storage location for packing and unpacking material is the warehousemanaged storage location 01##. You should also assign sales area data,
shipping point, and partner numbers as default values for deliveries.
1-1-1 Check whether Handling Unit Management is activated for your
standard storage location HU##. The partner storage location is 01##.
1-1-2 Assign sales organization 1000, distribution channel 10, shipping
point 1000, division 00, vendor 10000, and customer 10000.

1-2

The company wants to number the handling units based on SSCCs. Check
the Customizing settings.
1-2-1 Display the number range for internal system identification of the
handling units.
1-2-2 Check whether unique number assignment is activated at client level.
1-2-3 Display the number range for client-wide unique handling unit
identification.

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1-2-4 Display the number range for handling unit identification by SSCC.
The number range object has the key LE_SSCC.
1-2-5 Check the assignment of the number range object, the number range
interval, and the base ILN number to the plant and warehouse number.
1-3

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Call up the Handling Unit Monitor and display the detail data for a handing
unit.

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Basics of Handling Unit Management Solutions

1-1

Unit:

Basics of Handling Unit Management

Topic:

Basic Customizing Settings

You should first check whether Handling Unit Management is activated in the
standard storage location HU##. This storage location is a production
storage location and a picking storage location. The partner storage location
for packing and unpacking material is the warehouse-managed storage
location 01##. You should also assign sales area data, shipping point, and
partner numbers as default values for deliveries.
1-1-1 Settings for Handling Unit Management:
Menu path:
Tools AcceleratedSAP Customizing Edit Project Display
SAP Reference IMG Logistics - General Handling Unit
Management Basics Materials Management Inventory
Management HU Requirement for Storage Locations and Default
Values for Deliveries
Select the table entry for plant 1000 and go to the storage location
level.
Choose the entry for your storage location and overwrite the partner
storage location 0001 with the key for your storage location (01##).
1-1-2 Sales area data and shipping point:

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Field Name or Data Type

Values

Sales organization

1000

Distribution channel

10

Shipping point

1000

Division

00

Vendor

10000
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Customer

1-2

10000

The company wants to number the handling units based on SSCCs. Check
the Customizing settings.
1-2-1 Internal system number range:
Menu path:
Display SAP Reference IMG Logistics - General Handling Unit
Management Basics Technical Basics Define Number
Ranges for Handling Units
Choose Display Intervals.
1-2-2 Unique number assignment:
Menu path:
Display SAP Reference IMG Logistics - General Handling Unit
Management External Identification Set Up Unique Number
Assignment for HU Identification
1-2-3 Number ranges:
Menu path:
Display SAP Reference IMG Logistics - General Handling Unit
Management External Identification Number Range Maintenance
for HU Identification
Choose Display Intervals.
1-2-4 SSCC:
Menu path:
Display SAP Reference IMG Logistics - General Handling Unit
Management External Identification SSCC Generation Acc. to
EAN128 Maintain Number Range Object for SSCC
Enter the object key LE_SSCC in the Object field. Select Number
Ranges and then choose Display Intervals.

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1-2-5 SSCC:
Menu path:
Display SAP Reference IMG Logistics - General Handling Unit
Management External Identification SSCC Generation Acc. to
EAN128 Maintain SSCC Generation for Each Plant/Storage
Location or for Each Warehouse Number

1-3

Handling Unit Monitor:


Menu path:
Logistics Central Functions Handling Unit Management Handling
Unit Monitor.
Choose Execute.

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Packing as a Basic Function of


Handling Unit Management
Contents:
# Overview of Pack Customizing
# Packing Dialog
# Packing Station

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Packing as a Basic Function of Handling Unit


Management: Unit Objectives

At the conclusion of this unit, you will be able to


# Make basic Customizing settings for packing

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Packing as a Basic Function of Handling Unit


Management: Course Overview Diagram
Course
Course Overview
Overview
Basics
Basics
Packing
Packing as
as aa Basic
Basic Function
Function of
of Handling
Handling Unit
Unit Management
Management
Procurement
Procurement Processes
Processes with
with Handling
Handling Units
Units
Sales
Sales and
and Distribution
Distribution Processes
Processes with
with Handling
Handling Units
Units
Quality
Quality Assurance
Assurance and
and Handling
Handling Unit
Unit Management
Management
Conclusion
Conclusion

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Packing as a Basic Function of Handling Unit


Management: Business Scenario

# The model company wants to standardize and


automate its packing processes.

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Packing in Logistics Processes

Production

Warehouse

Delivery

Transport

Pack
Components
Packing Station

Pack
End Products

Pick&Pack
Packing Dialog
Unrestricted Packing

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Packing functions as the basis of Handling Unit Management are available at


different points in logistics (sub)processes: In individual documents (delivery,
shipment), using separate transactions in the Handling Unit Management menu, and
in the menu of most Logistics applications (LE, MM, PP-PI).
To use the packing functions, you must make specific settings in the material
master and in Customizing (see next page).

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Customizing Settings

# Define packaging material types


# Define "material groups for packaging material"
# Assign packaging material types - "material groups for
packaging material" ("Allowed packaging material")
# Define movement types for stock transfer postings at packing
and unpacking, as well as for storage location transfer
postings and changes to the stock category
# Maintain packing instructions (PI) and packing instruction
determination records

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You can find the "material groups for packaging material" and the allowed
packaging material types under Basics in Customizing for Handling Unit
Management, and in Customizing for deliveries under Packing.
You should assign the "material groups for packaging material" in the material
master for those materials to be packed. Materials that are not to be packed receive
a "material group for packaging material" that is not assigned to a packaging
material type.
For materials that do not receive a "material group for packaging material" in the
master record, "Allowed packaging materials" is not supported in the packing
dialog.
The "Allowed packaging materials" function checks the assignment of the "material
group for packaging material" of the material to be packed against the packaging
material types. Filling in more detail in the corresponding table can help you avoid
incorrect packing, and can also help you select the correct packaging material.
To use handling unit inventory management, it is essential that you define the
corresponding movement types in Customizing under Basics.
To automate packing, you must maintain packing instructions and determination
records.

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Pack and Unpack: Transfer Posting Transactions

Storage Location
0100

Storage Location
HU00

Mat. 3
Mat. 1

HU 4711

Mat. 2

HU 4712

Mat. 1
Mat. 4

HU 4713

SAP AG 2001

If unpacked material is packed, or if handling units are unpacked, transfer postings


are made from the non-handling unit-managed partner storage location to the
handling unit storage location (or vice versa).
# Repacking is a combination of unpacking and packing.
# If more material is packed than was unpacked, the system makes a posting to the
storage location from the non-handling unit-managed storage location. If more
material is unpacked, then a transfer posting of this unpacked quantity is made to
this storage location.
# Repacking and other changes to the handling unit may not be possible for the
following reasons:
! A delivery handling unit is packed further in the shipment.
! The status prohibits changes (goods issue posted, blocked, user status).
! In Warehouse Management: The handling unit is in the warehouse with a storage
type that is not permitted by the putaway strategy or capacity checks for direct
inventory management postings. In this case, you must first pick the handling
unit into an interim storage type before you can make changes.
! You cannot lock the handling unit.
#

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Packing Dialog

Functions in the Packing Dialog:


# Search for handling units
# Display and allocate messages
# Assign identification according to SSCC
# Assign serial numbers to handling unit items
# Read serial number profiles in the material master
# Display the total packaging material used
# Display the material master for a packaging material
# Display the storage unit for a handling unit
# Specify the initial screen (tab pages or tree display)

SAP AG 2001

You can only assign serial numbers for handling unit items, and not for unpacked
quantities. You make these assignments by selecting the relevant item and then
choosing Serial Numbers on the Content tab page, or from the tree display (see slide
6-5).
The tree display overview and the tab page overview have the same authorizations.
All functions from the tab page overview are available in the tree display, with the
exception of creating new items to be packed.

(C) SAP AG

SCM660

3-8

Packing Dialog: Packing Options

SAP AG 2001

!
!
!
!

Packing options:
$ Packing: Only quantities in the Partial Quantity field or packaging material
tolerances are considered.
$ New HU per Partial Quantity: The quantity in the Partial Quantity field serves as the
divisor.
$ New HU per Number of HUs: Causes the system to display a dialog box in order
for you to make more precise packing-relevant entries for one or more previously
created handling units.
$ New HU If Full: Only the total quantity is considered, and not the packaging
material tolerance.
Unpack: Individual items or (partial) quantities are withdrawn.
Empty: The handling unit is completely unpacked.
Delete: The handling unit is deleted.
Delete assignment: The document reference is deleted. (This function only exists in
the delivery.)

(C) SAP AG

SCM660

3-9

Packing Dialog: Packing Proposal

SAP AG 2001

On the Packing Proposal tab page, you can create templates for constructing
handling units. Templates for handling units can be created manually, or
automatically using packing instruction determination or by entering a packing
instruction.
Using packing instructions, you can, for example, pack several items of the same
parts into several handling units. (When you use the function New HU per Partial
Quantity, you can only ever pack one item with the button New HU per Partial
Quantity.)

(C) SAP AG

SCM660

3-10

Packing Dialog: Packing Handling Units

SAP AG 2001

The following functions area available:


$ Pack handling units
$ Create a handling unit
$ Assign handling units and delete assignments
$ Call up detail view(s)
$ Delete and empty handling units
$ Position on a handling unit
$ SSCC number assignment
$ Process messages

(C) SAP AG

SCM660

3-11

Packing Dialog: Individual Entry

1
2

SAP AG 2001

!
!
!
!

!
!

Assign a handling unit: Enter a handling unit in the Handling Unit field (1)
Generate a material line: Enter material number, batch, plant, storage location, and
stock category in the Handling Unit Contents block.
Create a handling unit: Enter the packaging material in the Packaging Material field
(2) and, if required, add the possible weight, volume, and dimensions data.
Pack into a new handling unit: Enter the packaging material, the material number,
and the quantity to be packed (for document items you can enter the document and
item numbers instead of the material number).
In sales orders/scheduling agreements whose items contain a PO item number, you
can enter the PO item instead of the document item.
To pack a handling unit you should enter the number of the handling unit to pack
instead of the material number. You make this entry in the Handling Unit field (3) in
the Handling Unit Contents block.
If you want to pack into an existing handling unit that has already been assigned,
then you should enter the identification number in the Handling Unit field (1) in the
Handling Unit block. The system then ignores all other data from this block.

(C) SAP AG

SCM660

3-12

Packing Dialog: Display Contents

SAP AG 2001

!
!
!
!

The content screen displays all handling units and their contents. The system
displays the hierarchy by numbering the hierarchy levels, where the highest
handling unit in a hierarchy has the hierarchy level 0.
You can see the stock category of each handling unit item.
You can make quantity changes to existing handling unit items.
You can assign serial numbers to material items with a serial number requirement.
You can delete complete handling unit items using the Unpack function.

(C) SAP AG

SCM660

3-13

Packing Dialog: Detail Data

SAP AG 2001

Detailed information on the handling unit is displayed from various points of view
and is distributed across the tab pages.

(C) SAP AG

SCM660

3-14

Packing Instructions
Template for creating handling units
Business background:
# Results from packing planning
!

Optimum usage of containers

Transport security

Automatic in-house transport

Minimum costs

# Packing instructions are contractually agreed


between supplier and customer
# Supplier requirements
!

Derivation of default values during packaging


data entry

Instructions for packers (text, graphics)

# Manufacturer requirements
!

Checks the delivered handling units against the


requirements in the packaging instructions

SAP AG 2001

Master data:
$ Packing instructions for handling units (transactions POP1 - POP4)
$ Packing instruction determination records (transactions POF1 - POF3)
$ Message condition records for handling units (transactions VV61 - VV63)
Flexible packing instructions determination based on condition technique, for
example, in packing situations
$ In production
$ In shipping
$ In goods receipt
Search key can be defined in Customizing, using for example,
$ Material number, plant, goods recipient, sold-to party, unloading point, vendor,
shipping type, route
Alternative packing instructions

(C) SAP AG

SCM660

3-15

Packing Instruction Template for Handling Units


# Packing instructions as the target
BOM of a handling unit

PI60

# Structure of a packing instruction


!

A load carrier (for example, pallet,


small transporter)

Any number of auxiliary packaging


materials (for example, lid)

One or more materials to be packed

# Nesting
!

1
2
1
9

PI44
1

Can be nested in the same way as


single-level BOMs

1
12

Lower-level packing instructions can


be used more than once in higherlevel packing instructions

SAP AG 2001

(C) SAP AG

SCM660

3-16

Packing Instructions: Components


Item Categories:
Packaging Material
Material
Lower-Level Pck. Instn
Text

Load Carrier
First item
in a packing instruction

Batch Mix
Permtd/Forbdn
Non-HU-relevant
Packg. Material

SAP AG 2001

When you create a single-level or multilevel packing instruction, you should enter
the items in the following order:
$ Load carrier
$ Auxiliary packaging materials
$ Material to be packed and/or lower-level instructions
.
You can create multilevel packing instructions in a single transaction. During this,
the system creates the lower-level packing instruction directly from the higher-level
packing instruction.

(C) SAP AG

SCM660

3-17

Packing Instructions: Measurements

SAP AG 2001

The dimensions, weight, and volume of a handling unit that has been constructed
using a packing instruction are determined from the corresponding values in the
material master records.
You can also enter dimensions and weights manually. These values are then copied
into the data record for the handling unit.

(C) SAP AG

SCM660

3-18

Automatic Packing

SAP AG 2001

You can use the packing instructions to automate packing processes: The system
searches for the appropriate packing instruction for the material to be packed, and
creates handling units itself according to the packing instructions it finds.

(C) SAP AG

SCM660

3-19

Other Functions: Packing Station

SAP AG 2001

The Packing Station function was developed for users that pack materials at a
packing station in a warehouse. This function supports entries via keyboard and
scanner.
The following activities are available:
$ Create and change handling units with reference to a delivery
$ Create handling units without object reference
$ Print labels for individual handling units
$ Update the handling unit weight
A typical scenario involves picking materials into a warehouse container (the "pickhandling unit") and the subsequent transport to the packing station. There, the
material is repacked into the dispatch packaging.
The Empty function does not exist for the packing station. In order to repack the
material into shipping handling units, the pick-handling unit must be deleted, or the
materials must be unpacked individually.

(C) SAP AG

SCM660

3-20

Customizing the Packing Station


To be able to use the packing station, you must first define several
parameters that control the creation of handling units:
# Description of the packing station and terminal identification
# Packing station type: Packing deliveries (inbound and outbound
deliveries) or creating handling units without object reference
# Quantity proposal
# For handling units without object reference: Enter plant/storage
location/storage bin
# Print profile
# Printer assignment
# When packing deliveries:
!

Goods issue/receipt at save

Automatic generation of HUs

# Creating the handling unit using an external number


# Connecting scales to the packing station
SAP AG 2001

(C) SAP AG

SCM660

3-21

Packing as a Basic Function of Handling Unit


Management: Summary

You are now able to


# Make basic Customizing settings for packing.

SAP AG 2001

(C) SAP AG

SCM660

3-22

Packing as a Basic Function of Handling Unit Management Activities


Unit:

Packing as a Basic Function of Handling Unit


Management

Topic:

Packing Dialog

At the conclusion of these exercises, you will be able to


Create handling units in the packing dialog.

The company wants to test the various packing options


available within Handling Unit Management.

1-1

To test the settings that have already been checked and/or those you have
made yourself, you create handling units without an object reference. These
are called non-assigned handling units. During this process you will call
up various subfunctions of the packing dialog.
1-1-1 Check the stocks of pump T-H-## in plant 1000.
1-1-2 Pack six of your pumps T-H-## onto your pallet PK-HUM by choosing
Create and Change General from the Handling Unit Management menu
(transaction HU02). (Storage location 0001, where any existing pumps
are currently managed, is the partner storage location for handling
unit storage location HUMM.)
1-1-3 Now pack the handling units into a small transporter. You can find out
the material number of the small transporter using the list of allowed
packaging materials.
1-1-4 Display the contents of your nested handling units. Switch to the
detail display for individual handling units.
1-1-5 Display the material document that was generated when you created
the handling units.
1-1-6 Check the material stocks again.

(C) SAP AG

SCM660

3-23

Unit:

Packing as a Basic Function of Handling Unit


Management

Topic: Packing Instructions


At the conclusion of these exercises, you will be able to
Create a packing instruction
Set up automatic packing in Customizing.

The company wants to test the various packing options


available within Handling Unit Management.

2-1

Because your pump T-H-## is usually packed onto pallet PK-HUM, you want
to simplify the packing operations using a packing instruction, and to
partially automate the process.
2-1-1 In Customizing create a packing status check profile for automatic
packing.
2-1-2 Then create a packing instruction with the description HUM## where
you link the material and packaging material. Assign your packing
status check profile.
2-1-3 Create a packing instruction determination record containing the
condition type ZVPA (packing proposal) for your packing instruction.
Choose the key combination Material.
2-1-4 Test your settings by creating another non-assigned handling unit.

(C) SAP AG

SCM660

3-24

Packing as a Basic Function of Handling Unit Management Solutions

1-1

Unit:

Packing as a Basic Function of Handling Unit


Management

Topic:

Packing Dialog

To test the settings that have already been checked and/or those you have
made yourself, you create a handling unit without an object reference. This
is called a non-assigned handling unit. During this process you will call up
various subfunctions of the packing dialog.
1-1-1 Stock overview:
Menu path:
Logistics Logistics Execution Internal Whse Processes Bins
and Stock Display Total Stock per Material (Inventory
Management)
Leave the Storage Location field empty in order to see material stocks
for all storage locations.
1-1-2 Create handling units:
Menu path:
Logistics Central Functions Handling Unit Management
Processing Handling Units Create and Change (General)
Tab page Gen. Header Data:
Field Name or Data Type

Values

Plant

1000

Storage location

0001

Tab page Pack Material, block Material to be packed:

(C) SAP AG

Field Name or Data Type

Values

Material

T-H-##

Total quantity

6
SCM660

3-25

Add the destination storage location HUMM in the Destination storage


location field.
Select the material line and choose from the menu Extras Allowed
Packaging Material. Select PK-HUM.
Select the material line and the packaging material line, then choose
New HU if Full.
1-1-3 Pack handling units:
Tab page Pack HUs:
Select one of the handling units in the All HUs That Can be Packed
field, then choose from the menu Extras Allowed Packaging
Material. Select TM-101.
Select the handling units to pack, and select your choice of packaging
material in the All Existing HUs field. Choose New HU if Full.
1-1-4 Display the contents:
Tab page Total Content
Details:
Select a handling unit and choose one of the buttons for the detail
view.
Confirm and save your entries.
1-1-5 Material document:
Menu path:
Logistics Logistics Execution Inbound Process Goods
Receipt for Purchase Order, Order, Other Transactions Display
Material Document
1-1-6 Stock overview: see 1-1-1

(C) SAP AG

SCM660

3-26

2-1

Unit:

Packing as a Basic Function of Handling Unit


Management

Topic:

Packing Instructions

Because your pump T-H-## is usually packed onto pallet PK-HUM, you want
to simplify the packing operations using a packing instruction, and to
partially automate the process.
2-1-1 Create check profile:
Menu path:
Display SAP Reference IMG Logistics - General Handling Unit
Management Automatic Packing Packing Instructions Master
Data Define Check Profile for Packing Status New Entries
Field Name or Data Type

Values

Check profile number

##

Check profile description

HU##

Select the packing status indicator for all variances.


Save your entries.
2-1-2 Create packing instruction:
Menu path:
Logistics Central Functions Handling Unit Management
Master Data Packing Instructions Create.
Choose Enter to access the initial screen.

(C) SAP AG

Field Name or Data Type

Values

Short text

HU##

Component packaging
material

PK-HUM

Component material

T-H-##

Target quantity

2
SCM660

3-27

Assign check profile:


Enter the check profile key on the Administrative Data tab page
Save your entries.
2-1-3 Create packing instruction determination record:
Menu path:
Logistics Central Functions Handling Unit Management
Master Data Packing Instructions Determination Records Create.
Field Name or Data Type

Values

Determination type

ZVPA

Key combination

Material

Material

T-H-##

Packing instruction

(Number of your packing


instruction)

Save your entries.


2-1-4 Test your settings.
Create a non-assigned handling unit using the Create and Change
(General) function.
Tab page Packing Proposal: Choose Expand Packing Instruction or
Create HUs.

(C) SAP AG

SCM660

3-28

Procurement Processes with Handling Units

Contents:
# Handling Units in External Procurement
# Handling Units in Internal Procurement

SAP AG 2001

(C) SAP AG

SCM660

4-1

Procurement Processes with Handling Units: Unit


Objectives

At the conclusion of this unit, you will be able to


# Describe various procedures for creating handling
units in inbound deliveries and
# Describe various procedures for materials staging
with handling units

SAP AG 2001

(C) SAP AG

SCM660

4-2

Procurement Processes with Handling Units: Course


Overview Diagram
Course
Course Overview
Overview
Basics
Basics
Packing
Packing as
as aa Basic
Basic Function
Function of
of Handling
Handling Unit
Unit Management
Management
Procurement
Procurement Processes
Processes with
with Handling
Handling Units
Units
Sales
Sales and
and Distribution
Distribution Processes
Processes with
with Handling
Handling Units
Units
Quality
Quality Assurance
Assurance and
and Handling
Handling Unit
Unit Management
Management
Conclusion
Conclusion

SAP AG 2001

(C) SAP AG

SCM660

4-3

Procurement Processes with Handling Units:


Business Scenario

# The vendor from the model company delivers certain


goods already packed and certain goods unpacked.
Some of these materials serve as components in the
manufacturing process. These components are
staged from the warehouse for production.

SAP AG 2001

(C) SAP AG

SCM660

4-4

Goods Receipt Without Handling Unit Management

IM
Material
Document
Goods Receipt
Posting

WM
#
#

IM

Transfer Requirement
Quant in the Goods
Receipt Zone

Transfer Order

#
#

Confirmation of the
Transfer Order
Quant in the Storage
Bin

Material
Document
Difference
Posting

SAP AG 2001

For goods receipts for purchase orders without Handling Unit Management, you can
post the goods receipt with reference to the purchase order. (It is however possible
to work with deliveries and subsequent goods receipt postings with reference to
deliveries, even if you are not using Handling Unit Management.)
If you use Warehouse Management, the system generates a transfer requirement
during the goods receipt posting. This transfer requirement is a document that is
then used for planning goods movements yet to take place. At the same time, the
stock increase during putaway is mapped using quants (material quantities in
storage bins) in the goods receipt zone.
Putaway takes place using a transfer order created with reference to a transfer
requirement. The system only posts the putaway material quantities as quants in the
relevant destination storage bins when you confirm the transfer order.
If the system recognizes quantity differences during putaway, these can be entered
when the transfer order is confirmed, and can then be posted in Warehouse
Management and Inventory Management.

(C) SAP AG

SCM660

4-5

Handling Units in External Procurement


Delivery/Shipping
Notification with the
HU No. 69179
HU Number

Inbound
Shipment

HU No. 69180
HU No. 69181

Transfer
Order
Putaway

Goods Receipt
Posting
HU No. 69179

Storage Bin
Search

HU No. 69180
HU No. 69181
SAP AG 2001

!
!
!

Goods receipts in handling unit-managed storage locations can only be posted


using deliveries. The vendor can inform you in advance of the packaging details in a
shipping notification. The shipping notification is most often transmitted via EDI.
The identification numbers of the handling units delivered by the vendor can also be
copied (for example, by scanning), or new handling units can be constructed in the
delivery document.
If you use Warehouse Management, the transfer order for putaway of the handling
units is created with reference to the delivery.
The goods receipt posting is made with reference to the delivery.
You can also use the transportation functions within the SAP Logistics Execution
solution to display incoming shipments. In this situation, you can summarize
deliveries in a transfer order, and can then pack them cross-delivery into handling
units.

(C) SAP AG

SCM660

4-6

Process Flow with Integrated WM


Inventory Management
Purchase
Order

Warehouse Management System

Delivery
HU No. 69179
HU No. 69180
HU No. 69181

Post
Differences

TO
Destination Bin
Palletization
Strategies

Difference
?

Correction?

Goods
Receipt

Negative
Quant in
GR Zone

Confirm
TO
Quant in
Bin

SAP AG 2001

For goods receipts against purchase orders that are to be posted in handling unitmanaged storage locations, the system generates deliveries with reference to the
"causal" purchase order.
If you perform putaway of the handling units using Warehouse Management, then
the system creates one transfer order for each handling unit with reference to the
delivery. If the destination storage type is subject to a confirmation requirement,
then handling units are only available for new transactions, for example picking,
after you have confirmed the transfer order, that is to say, after confirmation of the
putaway. You can only perform the goods receipt posting after confirmation.
In Handling Unit Management also, you can report quantity differences found during
putaway when you confirm the transfer order to the system. The goods receipt
posting takes place only after the stock total has been corrected using an
appropriate difference posting in Inventory Management.

(C) SAP AG

SCM660

4-7

Process Flow with Decentralized WM (1)


Purchase
Order

Delivery
with Handling
Units

Generate
via EDI

BAPI
Transfer Order

Delivery
Replication

with packing
information:
Handling units
already exist

Confirmation TO

Post
Goods
Movement

Goods Receipt
BAPI
Confirmation

WM

Incoming
Invoice

ERP

SAP AG 2001

!
!

If you use Handling Unit Management in connection with decentralized Warehouse


Management, there are two possible process flows:
In the first case, the vendor sends a shipping notification by IDoc containing
packaging information, so that the system already recognizes the handling units
when the delivery is created in the ERP system.
The delivery with the handling units is replicated in decentralized Warehouse
Management. The transfer order for putaway is generated here when the goods
arrive in the receiving plant. After the transfer order has been confirmed, you can
then post the goods receipt in the local system. This triggers the confirmation to the
central ERP system, where the goods receipt is then posted.

(C) SAP AG

SCM660

4-8

Process Flow with Decentralized WM (2)


Purchase
Order

Delivery
Goods are
delivered
Generate HUs by
Packing

BAPI
Replication

Generate
manually

Delivery
without packing
information:

Transfer Order

Confirmation TO
BAPI
Post
Goods Movement

Confirmation

WM

Goods Receipt
Incoming
Invoice

ERP

SAP AG 2001

In the second case, the vendor does not send an IDoc. This means that you must
generate the delivery in the SAP system. The system has not received any
packaging information.
The delivery is replicated in decentralized Warehouse Management without
packaging information, and therefore without handling units. When the goods arrive,
you enter the packaging information and the handling units are generated in the
local system. After packing, you can create the transfer order for putaway.
After you confirm the transfer order, you can then post the goods receipt. The
delivery is reported to the central system, where the data is updated and the goods
receipt is posted.

(C) SAP AG

SCM660

4-9

Procurement Using a Stock Transfer Order


Supplying Plant

Receiving Plant
Purchase Order with
Material Items

Generate using VL10

Outbound Delivery with


Material Items

SAP Business Workflow

HU No. 69179
HU No. 69180
HU No. 69181

Inbound Delivery
with Material Items
HU No. 69179
HU No. 69180
HU No. 69181

SAP AG 2001

You have two options for plant-to-plant stock transfers:


$ You can use transaction MB1B to enter the stock transfer. This means that an outbound
delivery is automatically generated in the issuing plant.
- In the one-step procedure, the goods receipt is posted when the goods issue for the
outbound delivery is posted in the receiving plant.
- In the two-step procedure, the goods issue posting for the outbound delivery causes
the system to construct a stock in transit. You enter the goods receipt for the material,
for example, using transaction MB1B. This triggers generation of the inbound delivery.
You can now enter your handling units and post the goods receipt into the
unrestricted-use stock.
$ You can work with inbound and outbound deliveries as long as the affected storage
location is subject to a handling unit requirement.
You must use the SAP Business Workflow for working with inbound and outbound
deliveries. The goods issue posting for the outbound delivery triggers the start of the
workflow, and the inbound delivery is created in the receiving plant. This way, the handling
unit data is transmitted to the receiving plant and can then be entered during the goods
receipt posting.
The process using inbound and outbound deliveries is suitable for use when both storage
locations, or at least the receiving storage location, are subject to a handling unit
requirement.

(C) SAP AG

SCM660

4-10

Handling Units in Internal Procurement


# Materials staging of components for production (with and
without WM)
1.

Packing components to be staged or withdrawal of complete


handling units

Goods receipt posting for the handling unit or the work order

# End product putaway


!

Manual or automatic packing

Goods receipt posting for the handling unit or the work order

SAP AG 2001

!
!

Handling Unit Management can be used in discrete, repetitive, and process


manufacturing.
In discrete and process manufacturing, you can stage components for work orders
in the form of handling units. The consumption posting is made with reference to the
handling unit or the work order.
You cannot perform materials staging with handling units in repetitive
manufacturing.
In all three manufacturing forms, the end products can be packed and then putaway
as handling units. The goods receipt posting is made with reference to the handling
unit, in discrete and process manufacturing also with reference to the relevant work
order.
Handling unit staging and putaway is also possible in combination with Warehouse
Management.

(C) SAP AG

SCM660

4-11

Discrete Manufacturing: Materials Staging Without


WM

Material Warehouse:
Handling Unit Storage
Location without WM

HU No. 69179
HU No. 69180
HU No. 69181

Staging

Production Warehouse:
Handling Unit Storage
Location without WM

SAP AG 2001

Materials staging with handling units can be performed without using Warehouse
Management. The components for the production order are either packed into a new
(pick) handling unit, or you stage complete handling units (transaction COPAWA).
The goods issue for consumption of the components is posted with reference to the
handling unit and/or production order (transaction COWBHUWA). Partial goods
issue is also possible. A post-deducted consumption posting is not available in
Handling Unit Management.
Handling units assigned to an order that are no longer required for this order can be
assigned to another order. However, you cannot delete the assignment.

(C) SAP AG

SCM660

4-12

Discrete Manufacturing: Materials Staging With


WM

Warehouse
Management

Production

Outbound Delivery
or Transfer Requirement

Production Order

Transfer Order for


Picking and
Packing
HU
4711

HU
4712

Staging Storage Type

SAP AG 2001

!
!

When using Warehouse Management, you can stage components as pick parts, crate
parts, or release order parts:
$ Pick parts: Order-based materials staging
$ Crate parts: Staging according to KANBAN (order-independent with fixed number of
pieces)
$ Release order parts: Cross-order staging
You can request component staging from the warehouse using a transfer requirement, or for pick parts - using an outbound delivery. Picking is performed with the aid of a transfer
order. Outbound deliveries and transfer requirements can be created automatically or
manually. The handling units are staged in a specific storage type for production supply.
The goods issue posting is made with reference to the production order or to the outbound
delivery.
If you use handling unit management as an addition to production supply, the components
are staged either in complete handling units that already exist in the warehouse, or in new
pick-handling units into which the picked materials are packed.
If the production storage location is not handling unit-managed, then the staged handling
units must be unpacked. A transfer posting is therefore made of their contents to the
production storage location.

(C) SAP AG

SCM660

4-13

Handling Units in WM

in warehouse
becomes a

Handling Unit

Storage Unit

SAP AG 2001

In Warehouse Management you can work with storage unit management


independently of Handling Unit Management. This additional function allows you to
enter materials and load carriers as logistic units that can be uniquely identified
within a warehouse (and only there!) using a number.
If you use Handling Unit Management in connection with Warehouse Management,
then you must activate storage unit management for all storage types in which you
want to store handling units.
During putaway, a handling unit becomes a storage unit. The identification number
remains the same.

(C) SAP AG

SCM660

4-14

Handling Units and Storage Units: Comparison

Handling Unit

Storage Unit

Warehouse-Internal
Unit

Cross-Process Unit

Packing Data

Storage Data

Nesting Possible

One Level

Serial Numbers

SAP AG 2001

!
!

The data record for the storage unit contains only storage-related information. The
data record can be called from the Logistics Execution menu (transaction LS33), the
stock overviews, or from the transfer order. However, you can display the packaging
details as handling units putaway as storage units from this data record. (The
system now goes to the same handling unit display that you can also see in the
delivery.)
You can now also use handling units to track serial numbers of packed materials in
Warehouse Management.
Evaluations are made at storage unit level. This corresponds to the highest packing
level for nested handling units. In Warehouse Management stock overviews, you can
only display handling units via the storage bin data.
When picking partial quantities of a storage unit, you must enter the affected lowerlevel handling units and/or serial numbers.

(C) SAP AG

SCM660

4-15

Process Manufacturing: Staging Without WM

Central
Central Warehouse
Warehouse

HU-Managed
HU
HU-Managed

Central
Central Warehouse
Warehouse
HU-Managed or
HU
HU-Managed
or

Not
-Managed
HU
Not HUHU-Managed

Stock Transfer
# Automatic unpacking of
handling units
# Weighing, measuring of
component quantities
from a process order
# Packing into pick-handling
units

Central Picking
Picking

Independent
Independent Storage
Storage Location
Location
Not
-Managed
HU
Not HUHU-Managed

Stock Transfer
Transfer
Production
Production Storage
Storage Location
Location

HU
-Managed
HU-Managed

Withdrawal

SAP AG 2001

!
!

Process Order

If you use Handling Unit Management, in process manufacturing you can stage
components based on either orders or materials, that is to say cross-order. If you
want to perform order-based staging, the withdrawal storage location must be
handling unit-managed.
Staging first takes place in a non-handling unit-managed storage location, the
"central picking", in which the quantities required for the production process are
withdrawn. The handling units are therefore unpacked.
The withdrawn material quantities are packed into pick-handling units, and so are
transferred/transfer posted to the HU-managed production storage location. (The
storage location "central picking" is assigned to the production storage location as
a partner storage location.)
Handling units can be also staged using Warehouse Management in process
manufacturing.
If the SAP system is connected to a weighing system via an interface, then pickhandling units can be created in this system and can be transmitted to the SAP
system using process messages.

(C) SAP AG

SCM660

4-16

Packing in Discrete Manufacturing and in Process


Manufacturing

Packing Instructions

Work Order

Pack
100 PC

Target Handling Unit


Acc. to Pack. Instructions

Goods Receipt
HU No. 69179
HU No. 69180
HU No. 69181

Putaway
SAP AG 2001

You can pack end products from discrete manufacturing and process manufacturing
into handling units for putaway (transaction COWBPACK).
The goods receipt is posted with reference to the handling unit or work order
(transaction COWBHUWE).

(C) SAP AG

SCM660

4-17

Packing in Repetitive Manufacturing

HU 4712

Receiving Storage Location

Goods Receipt
Production
Line

Goods Issue

Issue Storage
Location 1

Goods Issue

Issue Storage
Location 2

SAP AG 2001

Handling Unit Management offers you specific transactions for packing and putaway
of repetitive manufacturing products:
$ You can create handling units using the "Packing in Repetitive Manufacturing"
function (transaction HUP1).
$ You post the goods receipt using the "HU Backflush in Repetitive Manufacturing"
(transaction MFHU).
The following restrictions apply to end products from repetitive and discrete
manufacturing:
$ Handling units can only be constructed using a single material or batch.
$ You can only enter serial numbers in a subsequent action using transaction HU02.
$ You cannot enter production or shelf-life expiration dates.

(C) SAP AG

SCM660

4-18

Procurement Processes with Handling Units:


Summary

You are now able to


# Describe various procedures for creating handling
units in inbound deliveries and
# Describe various procedures for materials staging
with handling units

SAP AG 2001

(C) SAP AG

SCM660

4-19

Procurement Processes with Handling Units Activities


Unit:

Procurement Processes with Handling Units

Topic:

Handling Units in External Procurement

At the conclusion of these exercises, you will be able to


Pack and putaway material in the inbound delivery.

The company receives unpacked goods from a vendor.


You pack the delivered material and put it away as
handling units.

1-1

The company receives the two components for pump T-H-##, - T-K1-## and
T-K2-## - from vendor C.E.B. Berlin (vendor number 1000). These
components are packed when the inbound delivery is received.
1-1-1 Create a purchase order for 100 pieces of each material for plant 1000,
storage location HU##.
You must specify in the purchase order that the
goods receipt will be processed using an inbound
delivery. To do this, choose the confirmation control
key ANLI (Inbound Delivery) for both items on the
Confirmations tab page.
1-1-2 Create an inbound delivery with reference to the purchase order, then
pack the materials.

1-2

The handling units should now be putaway.


1-2-1 Create a transfer order with reference to the inbound delivery.

(C) SAP AG

SCM660

4-20

1-2-2 Confirm the resulting transfer orders.


1-3

The process is complete when you post the goods receipt for the inbound
delivery.
1-3-1 Post the goods receipt for the inbound delivery.
1-3-2 Check the warehouse stocks of both materials.

(C) SAP AG

SCM660

4-21

Unit:

Procurement Processes with Handling Units

Topic:

Handling Units in Internal Procurement

At the conclusion of these exercises, you will be able to


Use Handling Unit Management to stage components
for a production order.

The components for pump T-H-## should be stored


already packed, and should be staged in handling units.

2-1

You want to produce ten pumps T-H-##. The manufacturing process is


controlled using a production order. Warehouse Management is used for
staging the components.
2-1-1 Create a production order (order type PP01) for 10 pieces of material
T-H-##. Release the order.
2-1-2 Request staging of the components T-K1-## through T-K4-## from the
warehouse.
2-1-3 Display the transfer requirement generated by the staging request.

2-2

Carry out component staging with the aid of the transfer order. The required
quantities of each component are withdrawn from the warehouse handling
units and are packed into a pick-handling unit.
2-2-1 Create a transfer order with reference to the transfer requirement.
2-2-2 Before you confirm, pack the withdrawn components into a pickhandling unit.

(C) SAP AG

SCM660

4-22

On the initial screen for confirmation, you can go to


the Assign Pick HU to TO function by choosing the
Pack button.
2-2-3 Post the goods issue of the staged components with reference to the
handling unit.

2-3

Once the process is complete, you then confirm that the individual steps
within the production process have been performed. Two pumps are packed
onto each pallet PK-HUM. You can now post the goods receipt for the
resulting handling units. Finally, the handling units are putaway using
transfer orders.
2-3-1 Confirm the production order.
2-3-2 Pack the ten pumps T-H-## onto pallet PK-HUM and post the goods
receipt to production.
2-3-3 Check the stocks of pump T-H-## from the Warehouse Management
view. The ten newly-produced examples should now be posted in the
GR Zone Production (interim storage area 901).
2-3-4 Put away the resulting handling units with the aid of transfer orders.
To do this, from the menu choose either Create Transfer Order: From
Stock List (transaction LT10) or Move Storage Unit (LT09). The
appropriate WM movement type has the key 999 (Warehouse
Supervision). Confirm the transfer orders.
2-3-5 Check the stocks again.

(C) SAP AG

SCM660

4-23

Procurement Processes with Handling Units Solutions

1-1

Unit:

Procurement Processes with Handling Units

Topic:

Handling Units in External Procurement

The company receives the two components for pump T-H-##, - T-K1-## and
T-K2-## - from vendor C.E.B. Berlin (vendor number 1000). These
components are packed when the inbound delivery is received.
1-1-1 Create a purchase order:
Menu path:
Logistics Materials Management Purchasing Purchase Order
Create Vendor/Supplying Plant Known
Field Name or Data Type

Values

Vendor

1000

Purchasing organization

1000

Purchasing group

000

Company code

1000

Material

T-K1-##, T-K2-##

PO quantity

100 PC of each material

Plant

1000

Storage location

HU##

Tab page Confirmations: Confirmation control key ANLI (Inbound


Delivery).
Save the purchase order.
1-1-2 Create an inbound delivery:
Menu path:

(C) SAP AG

SCM660

4-24

Logistics Logistics Execution Inbound Process Goods


Receipt for Inbound Delivery Inbound Delivery Create Single
Documents
Choose the Pack icon. The packing dialog appears.
Pack the materials (see Unit 3).
Save the inbound delivery.

1-2

Putaway:
1-2-1 Create transfer order:
Menu path:
Logistics Logistics Execution Inbound Process Goods
Receipt for Inbound Delivery Putaway Create Transfer Order
For Inbound Delivery
Enter your warehouse number 1## and the document number of your
inbound delivery. If you have not noted the number, you can also
create the transfer order using the inbound delivery monitor (Button
Delivery Monitor Inbound Delivery), by searching for the inbound
delivery document using the warehouse number. (To do this, choose
For Putaway.)
Choose Putaway in Foreground or TO in Foreground (delivery
monitor). Then, for each item choose Create TO and Create.
Save the transfer orders.
1-2-2 Confirm the transfer orders:
Menu path:
Logistics Logistics Execution Inbound Process Goods
Receipt for Inbound Delivery Putaway Confirm Transfer Order
Single Document In One Step

1-3

Goods receipt posting:


1-3-1 Goods receipt posting:
Menu path:

(C) SAP AG

SCM660

4-25

Logistics Logistics Execution Inbound Process Goods


Receipt for Inbound Delivery Post Goods Receipt Inbound
Delivery Individual Document
1-3-2 Stock overview:
Menu path:
Logistics Logistics Execution Internal Whse Processes Bins
and Stock Display Total Stock per Material (Warehouse
Management)

(C) SAP AG

SCM660

4-26

2-1

Unit:

Procurement Processes with Handling Units

Topic:

Handling Units in Internal Procurement

You want to produce ten pumps T-H-##. The production process is


controlled using a production order. Warehouse Management is used for
staging the components.
2-1-1- Create production order:
Menu path:
Logistics Production Production Control Order Create
With Material
Field Name or Data Type

Values

Material

T-H-##

Production plant

1000

Order type

PP01

Total quantity

10

Backward scheduling: Enter the basic date Finish (Todays date + 1


week)
Release: Functions Release
Save the production order.
2-1-2 Staging:
Menu path:
Logistics Production Production Control Goods Movements
WM Materials Staging For Order
Enter your order number and choose Request Remaining.
Choose WM Materials Staging or Enter to access the RFQ screen.
Choose WM Materials Staging and save your entries.

(C) SAP AG

SCM660

4-27

2-1-3 Transfer requirement


Menu path:
Logistics Logistics Execution Internal Whse Processes
Transfer Requirement Display By Requirement
Requirement type: P (Production supply)
2-2

Carry out component staging with the aid of the transfer order. The required
quantities of each component are withdrawn from the warehouse handling
units and are packed into a pick-handling unit.
2-2-1 Create transfer order:
You can create the transfer order directly from the transfer
requirements list you called up in the last step (Buttons TO in
Foreground or TO in Background).
Alternative:
Menu path:
Logistics Logistics Execution Outbound Process Goods
Issue for Other Transactions Picking Create Transfer Order
By Transfer Requirement
Choose Generate TO Item and save the transfer order.
2-2-2 Confirm the transfer order:
Menu path:
Logistics Logistics Execution Goods Issue Process Goods
Issue for Other Transactions Picking Confirm Transfer Order
Single Document In One Step
Choose Pack.
Select the line containing the entry for the destination storage type
and destination storage bin. Choose Allowed Packaging Materials.
Select PK-095. When you save, the system creates an empty pickhandling unit.
Confirm the transfer order (see menu path). The pick-handling unit is
displayed in the Assigned Handling Units field.

(C) SAP AG

SCM660

4-28

2-2-3 Goods issue posting:


Menu path:
Logistics Production Production Control Goods Movements
Goods Issue With HU
Enter your order number and choose Propose HU.
Post the goods issue by saving your entries.
2-3

You confirm that the individual steps within the production process have
been performed once the process is complete. Two pumps are packed onto
each pallet PK-HUM. You can now post the goods receipt for the resulting
handling units. Finally, the handling units are put away using transfer orders.
2-3-1 Confirmation of production order
Menu path:
Logistics Production Production Control Confirmation
Enter For Order
Enter your order number.
Select Final Confirmation and then save the confirmation.
2-3-2 Packing:
Menu path:
Logistics Production Production Control Goods Movements
Pack Material
Enter your order number. Enter the packaging material and material in
the HU Proposal block, and choose Save HUs.
Goods receipt:
Menu path:
Logistics Production Production Control Goods Movements
Goods Receipt With HU
Choose Propose HU and save your entries.
2-3-3 Material stocks:
Menu path:

(C) SAP AG

SCM660

4-29

Logistics Logistics Execution Internal Whse Processes Bins


and Stock Display Total Stock per Material (Warehouse
Management)

2-3-4 Putaway using transfer orders:


Menu path:
Logistics Logistics Execution Internal Whse Processes
Stock Transfer Create Transfer Order From Stock List/Move
Storage Unit.
From stock list: From your warehouse number 1##, select stocks in
storage type 901. Select the stock found and choose Stock transfer in
the background.
Move storage unit: Enter the numbers of your storage units in the
relevant field. Choose Create TO. Save the transfer order.
Confirm the resulting transfer orders:
Menu path:
Logistics Logistics Execution Internal Whse Processes
Stock Transfer Display Transfer Order
Select Only Open TO Items and choose Execute (F8).
Select the relevant entries and choose Confirm in the Background.
2-3-5 Stocks:
Menu path:
Logistics Logistics Execution Internal Whse Processes Bins
and Stock Display Total Stock per Material (Warehouse
Management)

(C) SAP AG

SCM660

4-30

Sales and Distribution Processes with Handling


Units
Contents:
# Process Overview
# Pick-Handling Unit

SAP AG 2001

(C) SAP AG

SCM660

5-1

Sales and Distribution Processes with Handling


Units: Unit Objectives

At the conclusion of this unit, you will be able to


# Describe Sales and Distribution processes using
handling units and warehouse management

SAP AG 2001

(C) SAP AG

SCM660

5-2

Sales and Distribution Processes with Handling


Units: Course Overview Diagram
Course
Course Overview
Overview
Basics
Basics
Packing
Packing as
as aa Basic
Basic Function
Function of
of Handling
Handling Unit
Unit Management
Management
Procurement
Procurement Processes
Processes with
with Handling
Handling Units
Units
Sales
Sales and
and Distribution
Distribution Processes
Processes with
with Handling
Handling Units
Units
Quality
Quality Assurance
Assurance and
and Handling
Handling Unit
Unit Management
Management
Conclusion
Conclusion

SAP AG 2001

(C) SAP AG

SCM660

5-3

Sales and Distribution Processes with Handling


Units: Business Scenario

# Deliveries should be made to fulfil customer orders.


Picking of the packed material is controlled by
Warehouse Management.

SAP AG 2001

(C) SAP AG

SCM660

5-4

Goods Issue Process with Handling Units


Outbound Delivery with
Material Items
Warehouse

HU3
HU2

HU No. 69179
HU No. 69180
HU No. 69181

Transfer
Order
Picking

HU1

Confirm TO

HU No. 69179
HU No. 69180
HU No. 69181

Goods Issue
Zone

Goods Issue
Posting

HU No. 69179
HU No. 69180
HU No. 69181

HU No. 69179
HU No. 69180
HU No. 69181

SAP AG 2001

Substeps:
$ Create the transfer order (TO) with reference to the delivery. Determine the
withdrawal storage bins using Warehouse Management.
$ Create pick containers (pick-handling unit)
(If you do not pick complete storage units/handling units, then you do not have to
create a special pick container.)
$ Confirm the material withdrawal
$ Enter any difference quantities that have occurred during picking
$ Assign the picked items to the pick container
Notes:
$ For each delivery item, the system searches pickable stocks according to the
picking strategy valid in the source storage type. The decisive criteria here are the
material and the quantity. In the outbound delivery, you cannot specify which
handling units should be picked.
$ There are user exits available, for example, for picking specific serial numbers or
mixed pallets.
Using the transfer order split ensures that a transfer order only contains handling
unit-relevant or only non-handling unit-relevant items.

(C) SAP AG

SCM660

5-5

Pick-Handling Unit

Warehouse

HU 4711

HU 4713

HU 4714

HU 4712

Pick HU 4715

SAP AG 2001

A pick-handling unit is always required when you only pick a partial quantity of a
warehouse handling unit.
# You must create the pick-handling unit and assign it to the transfer order before you
confirm the latter. When you create a pick-handling unit you can also print a pickhandling unit label.
#

Procedure for creating pick-handling units:


! Manual pick-handling unit creation using transaction LH01
! Automatic pick-handling unit creation when transfer orders are created.
You can create additional pick-handling units using transaction LH01.
! User exit: You can assign more than one pick-handling unit to a transfer order.

(C) SAP AG

SCM660

5-6

Automatic Pick-Handling Unit Creation

SAP AG 2001

Pick-handling unit creation depends on:


! Source and destination storage type
! Movement type
! Access sequence to table
' First, completely qualified
' Then, generic access
! You can make wildcard entries (***)
# Options:
! You create and assign the pick-handling unit (1)
! Only the packaging material is determined and is noted (for a subsystem) in the
transfer order. (2)
! No pick-handling unit creation (Empty)
#

(C) SAP AG

SCM660

5-7

Pick-Handling Unit Assignment (1)

SAP AG 2001

If a packaging material was not automatically assigned when the transfer order was
created, the system usually creates one line for each destination storage type for the
pick-handling unit. Here you can enter the packaging material or the handling unit.

(C) SAP AG

SCM660

5-8

Pick-Handling Unit Assignment (2)

SAP AG 2001

Updated entries are flagged as not ready for input. You cannot delete the
assignments made automatically when the transfer order was created. You can only
subsequently edit (delete) manual assignments (made using transaction LH01).

(C) SAP AG

SCM660

5-9

Withdrawing Complete Storage Units

Warehouse

HU 4715

HU 4717

HU 4718

HU 4716

SAP AG 2001

!
!

When the transfer order is created, Warehouse Management decides whether a


storage unit can be completely picked. The storage unit can be any nested handling
unit.
The storage unit can be picked into a pick-handling unit. (This results in a nested
pick-handling unit.)
If the storage unit is not picked into a pick-handling unit, it is confirmed directly to
the delivery when you confirm the transfer order. (The storage unit number remains
the same.)

(C) SAP AG

SCM660

5-10

Withdrawing Partial Quantities

Warehouse

HU 4719

HU 4721

HU 4722

HU 4720

Pick-HU 4723

SAP AG 2001

!
!
!
!
!

You must assign the picked quantity of a pick-handling unit for each transfer order
item.
You can divide a transfer order item across two pick-handling units.
You cannot assign a transfer order item to a lower-level handling unit within a pickhandling unit.
You can perform picking for complete lower-level handling units. To do this you
must have entered the lower-level handling units.
You can perform picking for partial quantities from lower-level handling units. For
materials subject to a serial number requirement, you must then enter the picked
serial numbers.

(C) SAP AG

SCM660

5-11

Confirming the Transfer Order

SAP AG 2001

You assign the transfer order item to the pick-handling unit using "HU Recognition"
or by entering the handling unit number.
# Indicator: HU Withdrawal: The source storage type is copied into the pick-handling
unit.
# Options:
! Copy the source storage unit as the destination storage unit
! Copy the source storage unit into the pick-handling unit. (The pick-handling unit
becomes a nested handling unit).
! Copy the total material quantity from the source storage unit into the pickhandling unit, without copying the source storage unit.
! Withdraw a partial quantity from the source storage unit into the pick-handling
unit.
#

(C) SAP AG

SCM660

5-12

Confirming with Nested Handling Units

SAP AG 2001

You need to enter the lower-level handling unit(s) when


! You want to withdraw a partial quantity from the source storage unit, or
! A difference quantity has been entered.
(You must enter the lower-level unit where the difference occurred.)
# You can copy complete lower-level handling units into the pick-handling unit(s). The
pick-handling unit becomes a nested handling unit.
# The total material quantity of a lower-level handling unit can be copied into the pickhandling unit without copying the lower-level handling unit.
# You can make partial withdrawals from lower-level handling units.
#

(C) SAP AG

SCM660

5-13

Two-Step Confirmation

Warehouse

HU 4711

( Withdrawal

) Transportation

Goods Issue Zone

Pick-HU 4716

HU 4716

SAP AG 2001

!
!

You can confirm the transfer order in two steps:


First step: Confirm the material withdrawal
$ The material is posted out from the storage bin and is posted into the pickhandling unit.
$ You must enter differences from picking during the first step.
$ The delivery is not updated.
Second step: Confirm the material transfer
$ The transportation of the pick-handling unit to the goods issue zone is confirmed
in the second confirmation step.
$ The material is available in the target storage bin.
$ Differences make a repack process necessary.
$ Picked quantities and pick handling units are updated in the delivery.

(C) SAP AG

SCM660

5-14

Confirming with Differences


Difference Handling:
# Difference quantities are posted into a "difference handling
unit" in the difference storage type. (The difference handling
unit is automatically created by the system.)
# When you pick a material subject to serial number
requirement, you cannot enter difference quantities.
# When you pick nested handling units, you must enter the
lower-level handling unit where the difference occurred.

SAP AG 2001

(C) SAP AG

SCM660

5-15

Picking and Putaway of Pre-Picked Handling Units

SAP AG 2001

Pre-picked handling units can be putaway again. (Transaction LT0I: Pick Mixed
Handling Units; transaction LT0H: Putaway Mixed Handling Units).

(C) SAP AG

SCM660

5-16

Goods Issue Processes with Handling Units:


Summary

You are now able to


# Describe goods issue processes using handling
units and warehouse management

SAP AG 2001

(C) SAP AG

SCM660

5-17

Sales and Distribution Processes with Handling Units Activities


Unit:

Sales and Distribution Processes with


Handling Units

Topic:

Picking with Handling Units

At the conclusion of these exercises, you will be able to


Perform picking of packed materials.

As well as the pump T-H-##, the company also sells its


individual components to customers.

1-1

A.I.T. GmbH (customer account number 1400) orders two pumps T-H-## and
twenty ball bearings T-K2-##.
1-1-1 Create the order (order type OR standard order).
1-1-2 Create an outbound delivery with reference to this sales order
(shipping point 1000).
Move the selection date for the delivery creation date
(determined using shipment scheduling in the order)
forward a week.

1-2

(C) SAP AG

Production always packs two pumps T-H-## onto one pallet PK-HUM. These
handling units are then putaway in warehouse number 1##. Component TK2-## was packed 100 pieces to a carton at the time of the inbound delivery,
and has been putaway as such.

SCM660

5-18

1-2-1 Check the stocks of both materials from the Warehouse Management
view.
1-2-2 From the display, go to the storage unit and the handling unit views.
1-3

During picking for the outbound delivery, a complete storage unit/handling


unit with T-H-## can be withdrawn. To pick the required partial quantity of TK2-## however, you need to use a pick-handling unit. To simplify the pick
process, you configure automatic pick-handling unit assignment in
Customizing.
1-3-1 Make the required settings in Customizing.
1-3-2 Create a transfer order for the outbound delivery.
1-3-3 Confirm the transfer order. Check whether your settings for
automated pick-handling unit assignment have taken effect.
1-3-4 Display both handling units for the outbound delivery.
1-3-5 Post the goods issue for the outbound delivery.

Sales and Distribution Processes with Handling Units Solutions

1-1

Unit:

Sales and Distribution Processes with


Handling Units

Topic:

Picking with Handling Units

A.I.T. GmbH (customer account number 1400) orders two pumps T-H-## and
twenty ball bearings T-K2-##.
1-1-1 Sales order:

(C) SAP AG

SCM660

5-19

Menu path:
Logistics Sales and Distribution Sales Order Create
Field Name or Data Type

Values

Order type

OR

Sold-to party

1400

PO number

(Any)

Material

T-H-##

Order quantity

Material

T-K2-##

Order quantity

20

Save the order.


1-1-2 Outbound delivery:
Menu path:
Logistics Logistics Execution Outbound Process Goods
Issue for Outbound Delivery Outbound Delivery Create
Single Document With Reference to Sales Order
Shipping point: 1000
Selection date: Todays date + 1 week
Save the outbound delivery.
1-2

Production always packs two pumps T-H-## onto one pallet PK-HUM. These
handling units are then putaway in warehouse number 1##. Component TK2-## was packed 100 pieces to a carton at the time of the inbound delivery,
and has been put away as such.
1-2-1 Stock overview in Warehouse Management:
Menu path:
Logistics Logistics Execution Internal Whse Processes Bins
and Stock Display Total Stock per Material (Warehouse
Management)
1-2-2 Details for storage unit and handling unit

(C) SAP AG

SCM660

5-20

Menu path:
Logistics Logistics Execution Internal Whse Processes Bins
and Stock Display Total Stock per Material (Warehouse
Management)
From the stock overview, go to the Bin Stocks, and from there go to
the storage bin master data. In the Stocks per Storage Bin field, select
the material line and choose Storage Unit.
From the handling unit display you can go to the storage unit by
choosing HU Stock.
1-3

During picking for the outbound delivery, a complete storage unit/handling


unit with T-H-## can be withdrawn. To pick the required partial quantity of TK2-## however, you need to use a pick-handling unit. To simplify the pick
process, you configure automated pick-handling unit assignment in
Customizing.
1-3-1 Customizing Settings:
Menu path:
Display SAP Reference IMG Logistics - General Handling Unit
Management Basics Warehouse Management Define Control
for Automatic Pick HU Creation
Copy the entry for warehouse number 001, storage types 035/916,
then overwrite the warehouse number with your warehouse number
1##.
Save your entries.
1-3-2 Transfer order:
Menu path:
Logistics Logistics Execution Outbound Process Goods
Issue for Outbound Delivery Picking Create Transfer Order
Single Document
Choose Generate TO Item and save the transfer order.
1-3-3 Confirm the transfer order
Menu path:

(C) SAP AG

SCM660

5-21

Logistics Logistics Execution Outbound Process Goods


Issue for Outbound Delivery Picking Confirm Transfer Order
Single Document In One Step
The system proposes a pick-handling unit. Save the transfer order.
1-3-4 Display handling units:
Logistics Central Functions Handling Unit Management
Display of HUs For Outbound Delivery
1-3-5 Goods issue posting:
Menu path:
Logistics Logistics Execution Outbound Process Goods
Issue for Outbound Delivery Post Goods Issue Outbound
Delivery Single Document

(C) SAP AG

SCM660

5-22

Quality Assurance and Handling Unit Management

Contents:
# Serial Numbers
# Inspection Lots
# Batches

SAP AG 2001

(C) SAP AG

SCM660

6-1

Quality Assurance and Handling Unit Management:


Unit Objectives

At the conclusion of this unit, you will be able to


# Use the basic options and procedures for quality
assurance in connection with Handling Unit
Management.

SAP AG 2001

(C) SAP AG

SCM660

6-2

Quality Assurance and Handling Unit Management:


Course Overview Diagram
Course
Course Overview
Overview
Basics
Basics
Packing
Packing as
as aa Basic
Basic Function
Function of
of Handling
Handling Unit
Unit Management
Management
Procurement
Procurement Processes
Processes with
with Handling
Handling Units
Units
Sales
Sales and
and Distribution
Distribution Processes
Processes with
with Handling
Handling Units
Units
Quality
Quality Assurance
Assurance and
and Handling
Handling Unit
Unit Management
Management
Conclusion
Conclusion

SAP AG 2001

(C) SAP AG

SCM660

6-3

Quality Assurance and Handling Unit Management:


Business Scenario

# In the model company, the individual pieces of many


products in the production process receive a serial
number that is used to uniquely identify them. Quality
Management (QM) inspection procedures are also
used.

SAP AG 2001

(C) SAP AG

SCM660

6-4

Serial Number Management with Handling Units:


Basics

Serial Number
Profile

Material
Master Record

Serialization
Procedure
HUSL

Serial Number
Master Record

SAP AG 2001

!
!

A serial number, which can also be assigned to the material number, uniquely
identifies a single piece of a material in connection with the material number.
Serial number management is available in various subfunctions within the SAP
system. This means that serial numbers are used, for example, in production and
maintenance processing, but also in Inventory Management, Quality Management,
and Sales and Distribution.
To work with serial numbers, you must first create a serial number profile in
Customizing. This profile controls serial number assignment in the company's
various business transactions. You then enter the profile key into the master
records for all materials whose serial numbers should be assigned using this profile
(Views: Sales and Distribution: Gen./Plant, Work Scheduling, or Gen. Plant
Data/Storage 2). You can create serial number master records based on materials.
The system uses this as a basis to generate a "pool" of serial numbers, which can
then be accessed during a business transaction.
If you want to be able to call serial numbers from handling units, then the serial
number profile must contain a serialization procedure with the key "HUSL"
("Maintain handling unit"). (Serialization procedures control the assignment and/or
usage of serial numbers in various documents and postings, for example, in
production orders or deliveries).

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SCM660

6-5

Serial Number Management with Handling Units:


Details

SAP AG 2001

!
!

You can display the serial numbers of materials packed in handling units by
choosing Serial Numbers on the Content/Total Content tab page. If the material has
been packed or repacked several times, then you can only call up its serial number
using the handling unit in which the material currently resides.
When picking partial quantities or serialized materials from handling units, you must
enter the serial numbers of the individual pieces to be picked.
When the goods receipt is posted, the serial numbers for the delivered materials are
copied into the outbound delivery. You can then display the serial numbers in the
document by choosing Extras from the menu.
If you use Handling Unit Management, you can also perform a delivery split by serial
numbers.

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SCM660

6-6

Quality Inspection with Handling Units

Inspection Lot

Delivery

Goods Receipt
Posting
"Q"

Transfer Posting

Usage
Decision

"Q" to "UnrestrictedUse"

SAP AG 2001

If you want to use Quality Management in addition to Handling Unit Management,


you must make the following settings in the material master and in Customizing.
$ Material master: The system uses the inspection types defined in the inspection
settings within the Quality Management view to control, for example, automatic
generation of inspection lots. For the combination of Handling Unit Management
and Quality Management, you can use the inspection types Inspection at Goods
Receipt for Purchase Order (01) and Final Inspection at Goods Receipt from
Production (04). You must activate the Check the HU field.
$ Customizing: You must also reset the deactivate indicator for Quality Management
of individual movement types controlled using a table in Inventory Management
Customizing within Handling Unit Management.
When you create an inbound delivery for a purchase order, the system generates
inspection lots for each delivery item. The inspection lots are assigned to the
handling units that were created for the delivery item. You can call up this
assignment from the handling unit itself, as well as from the inspection lot. The
goods receipt posting is made with reference to the delivery. Finally, you make the
usage decision. Depending on the results of the inspection, the quality inspection
stocks are transfer posted into the unrestricted-use stock.

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SCM660

6-7

Batch Management with Handling Units

Batch 4711
123456

123456

123456

123456

123456

123456

123456

123456

123456

123456

123456

123456

Handling units 4801 through 4812


SAP AG 2001

!
!
!

You can call up the batch of the packed material using the handling unit.
Materials for a batch can be distributed across several handling units. A handling
unit can contain several batches of a material.
Handling units do not require any characteristics.

(C) SAP AG

SCM660

6-8

Quality Assurance and Handling Unit Management:


Summary

You are now able to


# Use the basic options and procedures for quality
assurance in connection with Handling Unit
Management.

SAP AG 2001

(C) SAP AG

SCM660

6-9

Conclusion

Course
Course Overview
Overview
Basics
Basics
Packing
Packing as
as aa Basic
Basic Function
Function of
of Handling
Handling Unit
Unit Management
Management
Procurement
Procurement Processes
Processes with
with Handling
Handling Units
Units
Sales
Sales and
and Distribution
Distribution Processes
Processes with
with Handling
Handling Units
Units
Quality
Quality Assurance
Assurance and
and Handling
Handling Unit
Unit Management
Management
Conclusion
Conclusion

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SCM660

7-1

Course Objectives

You are now able to


# Describe the range of functions available in Handling
Unit Management.
# Make basic Customizing settings for using Handling
Unit Management.
# Illustrate subprocesses involving handling units in
procurement and Sales and Distribution.

SAP AG 2001

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SCM660

7-2

Recommended Follow-Up Activities

# Go through the exercises using IDES data or your own data.


# Read on-line documentation
# Read IMG documentation
# Read release notes

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SCM660

7-3

Appendix

Contents:

# Additional slides

SAP AG 2001

(C) SAP AG

SCM660

8-1

Database Indexes
# Are you searching for handling units?
Yes:

Activate indexes or create your own

No:

No activities

If you want to search in the Handling Unit Monitor for handling units for a
certain material with plant/storage location restrictions, or if you want to
call the handling unit overview from transaction MMBE, you need to create
an index of MATNR, WERKS, and LGORT for the handling unit item VEPO.
If you are working without packing instructions, or if you only use the latter
for creating handling units, you should not create or activate an index
containing these packing instructions.

# Standard Indexes:
!

EXIDV - Identification number

VPOBJ, VPOBJKEY - Assigned object

# You should create an index OBJECT OBJKEY in table VEVW.


# Basic rule: The more indexes there are for a table, the slower the
access to the database (read and write).
SAP AG 2001

(C) SAP AG

SCM660

8-2