SAP Business Objects Administrative Report - Blueprint

SAP Business Objects
Administrative Report

Author : SAP Project Team
Creation Date : September 3, 2014
Last Updated :
Version : 1.0
SAP Business Objects Administrative Report
2
Process Owner Sign-Off
1. I have reviewed the design document for the SAP Business Objects Administrative Re-
port and I understand that the process design is complete to the extent possible in the
Blueprint Validation Phase.
2. The following issues will be carried forward and resolved during the Realization Phase.
I agree that immediate resolution of these issues is not required for approval of the
Blueprint Design.
1.
2.
3.
3. I understand the implications of this design, and I support configuring SAP for execu-
tion of the process.
4. This process design may impact others beyond my area of responsibility, and I agree to
work through any broader ramifications to the enterprise.
5. I agree to partner in the implementation of the Design by providing vision and clarity,
leading change, and engaging in an advisory role.
6. I agree to enter into design freeze and use the change request process for future de-
sign refinements.
______________________________________ Process Owner (Print Name)
____________________________________________________ (Signature)
________________________________________________________ (Date)
__________________________________ Process Team Lead (Print Name)
____________________________________________________ (Signature)
________________________________________________________
3
Document Control

Change Record
Date Author Version Change Reference

09.03.2014 SAP team 1.00 Creation of document

Reviewers

Name Position

Distribution
Copy
No
Name Location

4
Contents

Process Owner Sign-Off ................................................................................. 2
Document Control ......................................................................................... 3
Change Record ........................................................................................ 3
Reviewers ............................................................................................... 3
Distribution ............................................................................................. 3
Contents ...................................................................................................... 4
Introduction ................................................................................................. 5
Purpose of this Document ......................................................................... 5
Intended Audience ................................................................................... 5
Business Requirement ................................................................................... 6
Business Scope ....................................................................................... 6
Global Requirements ................................................................................ 6
Business Flow Goods Issue for Outbound Delivery ..................................... 7
Business Change Impact........................................................................... 9
SAP Conceptual Design ................................................................................ 10
SAP Flow Description ................................................................................... 11
SAP Configuration ....................................................................................... 14
Report Listing ............................................................................................. 17
Form Listing ............................................................................................... 20
User Role Listing ......................................................................................... 21

5
Introduction

Purpose of this Document
The primary purpose of this document is to capture the functional require-
ments, business process, change impact and SAP design of Goods Issue for
Outbound Delivery. This documentation is the result of Goods Issue for Out-
bound Delivery Process Design Validation Workshops. It represents the global
processes in use at Tyco Flow Control and also states the assumptions used
by the Tyco Flow Control SAP Team.

Intended Audience
This document is intended for review by various user-groups within Tyco Flow
Control with business interests in this Project. These groups should check
the validity of business assumptions, the accuracy of the business functions,
outputs and the flow of processing logic described in the document.
When accepted, it will form the basis for detailed design and development of
the system.
This document supports BearingPoint and the Tyco Flow Control SAP Team in
the design, development and testing phases of the system.
6
Business Requirement

Business Scope
In the scope of the business process Goods Issue for Outbound Delivery are
processes that are necessary to pick delivery items efficiently and ship it to
customers for sales orders. The plant to plant stock transfer purchase orders
from main warehouses are included in these processes.

Global Requirements

It is a global requirement to have a more efficient picking process for out-
bound delivery and to update the inventory information into the system via
SD-WM interface.

7

Business Flow Goods Issue for Outbound Delivery
Plan to Produce: P4.C Goods Issue for Outbound Delivery
Vendor Procurement Logistics
Production/
Plant
Maintenance
Engineering Finance Customer
Master
Data
Sales QA
Stock
Transfer
Order
Sales Order
Create
Outbound
Delivery
04
Physical
Picking in
Shipping
05
Printout
Invoice/Packing
list
Post Goods
Issue and
Billing Process
03
Schedule
& Ship.
Arrange.
01
Create QA
document
ation
02
Optional Source
Inspection

8
Business Flow Step

STOCK TRANSFER ORDER
Sometimes it will be required to transfer material from one location to another, for example from
the Harlingen Plant to the Stafford Plant. For that we will use a stock transfer order.

SALES ORDER
A Sales Order should contain all information needed to process and ship the material to the Cus-
tomers. This information includes but is not limited to:
- Shipping Method
- Shipping Address
- Billing Information
- SOURCE INSPECTION requirements
- Etceteras

P4.C.01 CREATE QA DOCUMENTATION
QA Documentation is a critical step in the production of engineered products (as important as the
product itself). This Documentation may include but is not limited to:
- Manuals
- Material Certs
- Paint Certs
- Etceteras

P4.C.02 OPTIONAL SOURCE INSPECTION
If the Sales Order is flagged as a source inspection order material, QA Documentation will be
physically moved to a source inspection area. QA personnel will then contact the source inspector
for him/her to visit the facility and perform (on behalf of the Customer) the required inspections.
Once released, QA Personnel can move the order forward to the shipping area.

P4.C.03 CREATE OUTBOUND DELIVERY/SCHEDULE & SHIP ARRANGE
This step is done once the order is complete. In the case of a non-partial order (specified in the
Sales Order) shipping personnel can arrange for pickup as selected by the Customer (shipping
method).

P4.C.04/05 PHYSICAL PICKING IN SHIPPING / PRINTOUT INVOICE/PACKING LIST
Once freight forwarder comes to pick up the freight, shipping personnel will load the truck/vessel.
They will give the consignee the material, invoice and packing list and any other documentation
needed to move the freight.

POST GOODS ISSUE AND BILLING PROCESS
Once goods have left the facility the billing process can take place. Revenue recognition is based
on the shipping terms F.O.B.
9

Business Change Impact

The future improvements and changes are:

1. Full integration to SAP Inventory Management, Sales and Distribution, Production, Material Man-
agement.
2. One standard and more precise and flexible picking process as well as goods issue information
update of the delivery document via WM-SD outbound delivery.
3. Process visibility and bin level inventory management.
4. Increased internal customer satisfaction due to fewer clerical errors.

This scenario could have a direct impact on organizational structure where automation and
transparency will increase efficiency.

10
SAP Conceptual Design

The SAP conceptual design will support all steps of the business scenario P4.C Goods Issue for Out-
bound Delivery. This scenario covers the picking and goods issue process of the Warehouse for the
product requested from sales orders and stock transport purchase orders.
The steps contained in the P4.C Goods Issue for Outbound Delivery are part of the standard SAP best
practice process repository which represents the whole range of functionalities in that area. The global
TFC business requirements are covered by only the necessary SAP business processes.
The following table illustrates how the Tyco business process P4.C Goods Issue for Outbound Delivery
is mapped to the processes in the global SAP template.

Business process steps SAP functional process flow

Sales Order Sales Order
Stock Transfer Order STO Purchase Order
P4.C.01 Create QA documentation P4.A Stock Plcaement into WH
P4.C.02 Optional Source Inspection
Create Outbound Delivery Create Outbound Delivery
P4.C.03 Schedule &ship arrangement P4.C.01 Outbound Delivery Monitor
P4.C.04 Physical Picking in shipping P4.C.02 Create Transfer Order
P4.C.03 Printout TO
P4.C.04 Physical Picking
P4.C.05 TO confirmation
P4.C.05 Printout Invoice/Packing list P4.C.06 Post Goods Issue
Post goods issue and billing P4.C.07 Printout Picking list and Invoice
Billing Process

11
SAP Flow Description
The detailed business process for Goods Issue for Outbound Delivery is shown in the process flow below.
Plan to Produce: P4.C Goods Issue for Outbound Delivery
Vendor Procurement Logistics
Production/
Plant
Maintenance
Engineering Finance Customer
Master
Data
Sales QA
STO
Purchase
Order
Sales Order
Create
Outbound
Delivery
02
Create
Transfer Order
03
Printout TO
05
TO Confirmation
04
Physical
Picking
D1
Qty Differences?
(Delivery=WMPick
Qty)
06
Post Goods Issue
Yes
No
01
Outbound Delivery
Monitor
07
Printout
Invoice/Packing
list
D2
Copy WM
Quantity to
Delivery?
Yes
No
Billing Process
No
D1
Optional
Inspection is
necessary?
P4.A
Stock
Placement
into WH
Yes

12
P4.C.01 Outbound Delivery Monitor
This process is used to issue the goods from warehouse requested by the sales order and the
stock transport purchase order. Based on the order due list, Logistics people should create out-
bound delivery documents to deliver required materials to the customer or relevant plant before
warehouse picking starts.
For created outbound delivery, warehouse people can monitor all relevant warehouse tasks includ-
ing picking due orders via the outbound delivery monitor, which can be used for picking, confirma-
tion, and goods issue. This Outbound Delivery is monitored by using
Transaction VL06O

P4.C.02 Create Transfer Order
Transfer Order (TO), similar to the picking order, is created in the warehouse managed storage
location.
Transaction VL06P

A transfer order is created on the basis of the delivery note.
When the transfer order is created, the system determines the destination storage type such as
the shipping area, the destination storage bin, the source destination storage type(i.e. Quality
Assurance Area) and the bin to be picked.
If the requirement quantity of a delivery item is to be removed from several storage bins in the
storage type, several transfer order items are created for the delivery item.
If picking takes place with a transfer order, the WM status in the delivery is set to A (relevant
for Warehouse Management). The WM status is updated after each step during transfer order
processing.

P4.C.03 Printout TO
Transfer Orders are printed automatically or manually upon a creation of a transfer order. The key
data of the transfer order slips can contain information about the material number, quantities,
storage type, storage location, source bin, destination bin, and batch number if needed.
Transaction LT31(Single Print Transfer Order) or
Transaction LX21(Reprint Pick List)

P4.C.04 Physical Picking
With printed TOs, warehouse workers perform physical picking for the requested material and
quantity from the storage bin. The picked material will be physically transferred from a WM stor-
age bin location to a specific shipping area for delivery (storage type: 916)

P4.C.05 TO Confirmation
This step is to confirm that actual quantities are equal to target quantities.
When you confirm a transfer order, warehouse workers should verify that the required quantity
of the material has actually been transferred from a source bin to a shipping area for delivery.
Upon the confirmation, the materials are delivered to the interim storage type 916 and bin
named with the delivery document for goods issue, movement type (601).
13

Transaction VL06C (outbound delivery monitor)
Transaction LT12 (Single document)
Transaction LT12 (Single item)

P4.C.06 Post Goods Issue
Once the goods have left from the shipping area in the warehouse, logistics people should perform
post goods issue for each delivery. Upon post goods issue, the materials are relieved from the in-
terim storage type and bin, and the order is available for billing. The inventory is automatically
decreased and the accounting document for cost of sold goods is generated.

transaction VL02N (outbound delivery single document)

transaction VL06G (Collective Processing Via Outbound Delivery
Monitor )

P4.C.07 Printout Invoice/Packing List
Upon post goods issue, the system can automatically or manually print relevant output documents
such as packing list, invoice etc.

transaction VL71 ( outbound delivery output)

Billing Process
This billing process can be processed after P4.C.06 Post Goods Issue (see above). This step is not
applicable for Stock Transport Purchase Order but outbound delivery from sales order. Instead,
when the goods arrive at the receiving plant, the goods receipt should be posted. For the STO
goods receipt, see P4.A Stock Placement into WH.

14
SAP Configuration
Configuration Object Reference Description

Organizational structure

Warehouse No (To Be Decided)- 20 all Americas (First go-live 2 plants and 2 WM no)

Storage Types (To Be Decided)

Storage Section (To Be Decided)

Number Ranges (To Be Decided)

Transfer Requirement no
Transfer Order No
Quant
Posting Change Notice
Group

Setup of warehouse strategies
Stock Placement strategies : Manual Stock Placement

Stock Removal strategies : FIFO

Movement Type : Standard
WM Movement Type : Standard
Physical inventory indicator for cycle counting : TBD

15

Movement Types
91 Putaway pre-pick. HU
92 Remove HU from Stock
93 GR handling unit
94 GI handling unit
99 Repack
101 Goods receipt for pur.or.
102 Cancel GR for pur. order
103 GR production order
104 Cancel GR production ord.
201 GI to cost center
202 Cancel GI to cost center
231 GI to sales order
232 Cancel GI to sales order
241 GI to fixed assets
242 Cancel GI to fixed assets
255 GI general
256 Cancel GI general
261 GI to order
262 Cancel GI to order
281 GI network
282 Cancel GI network
301 Stock tr.plant st.rem.
302 Stock tr.plant st.plcmnt
309 Posting change, general
311 Stock tr.stor.loc.st.rem.
312 Stock tr.stor.loc.st.plcm
317 Stck.tr.SLoc. StckRem JIT
318 Stck.tr.SLoc. StckPlcmJIT
319 Replen. for production
321 Posting change, quality
331 GI to sample
332 Cancel GI to sample
350 Replenishment Kanban
451 Returns from customers
452 Cancel returns
453 Posting change, returns
501 GR without purchase order
502 Cancel GR without pur.or.
521 GR from production
522 Cancel GR from production
551 Scrapping
552 Cancel scrapping
561 Init. entry of inv. data
562 Cancel entry of inv.data
601 GI to delivery note
602 Cancellation GI delivery
603 GI delivery note, fix.bin
651 Returns via delivery doc.
711 Decrease differences
712 Increase differences
801 GR production via WM
802 Cancel.GR prod.via WM
811 Decrease differences
812 Increase differences
813 Pass on positive acc.data
814 Pass on negative acc.data
850 Removal 2-step picking
911 Ind. Cust. --> unrestr.
912 Unrestr. --> ind. cust.
16
921 Qual. --> Unrestr.
922 Unrestr. --> Qual
943 Blocked --> unrestr.
944 Unrestr. --> Blocked
949 Blocked --> Qual.
950 Qual. --> Blocked
999 Warehouse supervision

17
Report Listing
Standard Analysis:
Transaction Description

LL01 Warehouse Activity Monitor
MCL1 Putaways/Stock Removals
MCL5 Flow of Quantities
MCL9 Putaways/Picks
MCLD Material Flow
MCLH Movement Types
MCYG Exception Analysis
MCSK User-Defined Analysis

Rough warehouse workload estimate:

VLLG General overview
VLLE Goods Receipt / Putaway
VLLA Picking/Goods Issue
VLLR Customer/Store Returns
VLLQ Returns to Vendor

Storage Bin:

LS04 Empty Bins
LX01 List of Empty Storage Bins
LX03 Bin Status Report
LX04 Capacity Load Utilization
LX29 List of Fixed Storage Bins

Stock:

LS25 Per Storage Bin
LS27 Per Storage Unit
LX02 For All Materials
LS24 Per Material - Bin-Related
LS26 Per Material Aggregated
MMBE Total Stock per Material (Inventory Management)

Transfer requirement:

LX09 Document Overview
LX33 Display From Archive

18

Production Supply:

LPIN Material Situation WM-PP
LS41 List of Control Cycles
LX40 Material Stock at Production Storage Bin
LX41 Storage Bin Selection
LX42 Analysis of Production Orders

Transfer Order:

LRF2 Display RF Activities
LX10 Movements/Storage type
LX11 Document Overview
LX12 Detailed Overview
LX13 Differences Analysis
LX32 Display from Archive
LX14 Material Movement Frequency
LX47 Analysis of Delayed Delivery Update

Collective Processing:

VL37 Wave Pick Monitor
LX39 Analysis of 2-Step Procedure
LT45 Analysis of Groups

Posting Change Notice:

LU04 Document Overview
LX34 Display From Archive

Physical Inventory without bin inventory management:

MI22 Inventory Documents for Material
MI23 Inventory Data for Material
MIDO Inventory Status
MI24 Inventory List
MI12 Changes to Inventory Documents
MIAL Display Inventory Documents from Archive
MIBC Use transaction to analysis the cycle counting indicators for specific material
types.

Physical Inventory with bin inventory management:
19

LX17 Different List of Open Inventory Documents
LX18 Difference Statistics per Storage Type
LX25 Inventory Status
LX35 Display Physical Inventory Documents from Archive
LX36 Display Inventory History from Archive
LI15 Evaluation of Quant Inventory

SLED Reports:

MB5M Shelf life list
LX27 SLED Control List

20
Form Listing

Form: Put away slips
Type: Internal document
Description: If the material is received into a warehouse, documents will be
generated to move them to the correct place.
Output: Printout
Trigger: The Put away slip is generated at the time of goods receipt.
Layout: The key data of the Put away slips contain information about the
component numbers, quantities, storage location, destination bin, and batch
number.
Exception: None
Print timing: TBD
21
User Role Listing

User Roles Roles and description

MM_Display only This role is used for information purposes to display
the whole process chain.

LB13 TRs for Requirement
LS24 Display Quants for Material
LS26 Warehouse stocks per material
MCL1 Stock Placements and Removals
MCL5 Quantities Flows
MCL9 Material Placements and Removals
MCLD Material Flows
MCLH Movement Types
MI03 Display Physical Inventory Document
MI03 Display Physical Inventory Document
MI06 Display Inventory Count
MI24 Physical Inventory List
MM_Physical Inventory IM_Count This user is responsible for the counting of inventory
during the physical inventory process in IM.

MI04 Enter Inventory Count with Document
MI05 Change Inventory Count
MI09 Enter Inventory Count w/o Document
MI11 Recount Physical Inventory Document
MI34 Batch Input: Enter Count
MI35 Batch Input: Post Zero Stock Balance
MI38 Batch Input: Count and Differences
MI39 Batch Input: Document and Count
MM_Physical Inventory IM_Create
doc
This user is responsible for the creation of physical in-
ventory documenters in IM.

MI01 Create Physical Inventory Document
MI02 Change Physical Inventory Document
MI31 Batch Input: Create Phys. Inv. Doc.
MI32 Batch Input: Block Material
MI33 Batch Input: Freeze Book Inv.Balance
MICN Btch Inpt:Ph.Inv.Docs.for Cycle Ctng
MIE1 Batch Input: Phys.Inv.Doc. Sales Ord
MIK1 Batch Input: Ph.Inv.Doc.Vendor Cons.
MIM1 Batch Input: Create Ph.Inv.Docs RTP
MIO1 Batch Input: Ph.Inv.Doc.:Stck w.Subc
MIQ1 Batch Input: PhInvDoc. Project Stock
MIV1 Batch I.:PhInDoc f.Ret.Pack.at Cust.
MM_Physical Inventory IM_Post diff. This user is responsible for the posting of differences
during the physical inventory in IM.

MI07 Process List of Differences
MI08 Create List of Differences with Doc.
MI10 Create List of Differences w/o Doc.
22
MI37 Batch Input: Post Differences
MI40 Batch Input: Doc., Count and Diff.
MM_Physical Inventory IM_Print This user is able to print counting documents during
the physical inventory process in IM.

MI20 Print List of Differences
MI21 Print physical inventory document
MM_Physical Inventory WM_Count This user is responsible for the counting of inventory
during the physical inventory process in WM.

LI11 Enter Inventory Count
LI11N Enter Inventory Count
LI12 Change inventory count
LI12N Change inventory count
LI14 Start Inventory Recount
MM_Physical Inventory WM_Create
doc.
This user is responsible for the creation of physical in-
ventory documenters in WM.

LI01N Create System Inventory Record
LI02 Change System Inventory Record
LI02N Change System Inventory Record
LICC Cycle Counting per Quant
LX15 Selection of Bins for Annual Invent.
LX26 Inventory in WM via cycle counting
MM_Physical Inventory WM_Post diff. This user is responsible for the posting of differences
during the physical inventory in WM.

LI20 Clear Inventory Differences WM
LI21 Clear Inventory Differences in MM-IM
MM_Physical Inventory WM_Print This user is responsible for the printing of counting
documents during the physical inventory process in
WM.

LI04 Print System Inventory Record
MM_WM Supervision The Supervision role has to control the warehousing
process with all given warehousing transactions, espe-
cially the warehousing reports.

LS05 Generate Storage Bins
LS06 Block Storage Bins
LS07 Block Quants
LS08 Block Storage Bins by Aisle
LS10 Generate Storage Bins
LS11 Change several stor.bins simultan.
LS12 Block stor.type
LS22 Change Quants
LT51 Maintain Preallocated Stock
LX02 Stock list
LX03 Bin Status Report
LX09 Overview of All Transf.Requirements
LX11 Document overview
LX12 Document Overview: Landscape For-
mat
23
LX13 Analysis of differences
LX14 Matl mvmt frequency
LX15 Selection of Bins for Annual Invent.
LX16 Selection of Bins for Continuous Inv
LX17 List of Inventory Differences
LX18 Statistics of Inventory Differences
LX20 Generate interim storage bins
LX22 Process Inventory from Overview
LX23 Stock comparison IM - WM
LX25 Inventory Status
LX27 Stock levels by shelf life exp.date
LX27 Stock levels by shelf life exp.date
LX29 Fixed bin supervision
LX32 Archived transfer orders
LX33 Archived transfer requirements
LX34 Archived posting change notices
LX35 Archived system inventory records
LX36 Archived Inventory Histories
LX40 Material Situation Prod. Storage Bin
LX41 Bin Status Report WM/PP Interface
LX42 Evaluation PP Order from WM View
MM_WM_Display only This role is used for information purposes to display
standard information in the WMS.

CS12 Multilevel BOM
LB03 Display Transfer Requirement
LS03 Display Warehouse Master Record
LS03N Display Warehouse Master Record
LS04 Display Empty Storage Bins
LS09 Display Material Data for Stor.Type
LS23 Display Quants
LS24 Display Quants for Material
LS25 Display Quants per Storage Bin
LS26 Warehouse stocks per material
LT21 Display Transfer Order
LX02 WM Stock overview
LX17 List of Inventory Differences
LX18 Statistics of Inventory Differences
MB51 Material Doc. List
MB52 List of Warehouse Stocks on Hand
MI24 Physical Inventory List
MMBE Stock Overview
MM_WM_Master Data Maintenance This role is used to define and set up master data in
the warehouse complex in order to support the pro-
cess.

LS01 Create Warehouse Master Record
LS01N Create Warehouse Master Record
LS02 Change Warehouse Master Record
LS02N Change Warehouse Master Record
MSC2N Change Batch
24
MSC5N Mass Processing for Batches
MM_WM_Warehouse goods move-
ment
This role is used to create and post goods movements
in the WMS and IM.

LB01 Create Transfer Requirement
LB02 Change transfer requirement
LB10 TRs for Storage Type
LB11 TRs for Material
LB12 TRs and Posting Change for Mat.Doc.
LB13 TRs for Requirement
LQ02 Posting change in WM and IM
LU04 Selection of Posting Change Notices
LX01 List of Empty Storage Bins
LX10 Activities per Storage Type
MB01 Post Goods Receipt for PO
MB1A Goods Withdrawal
MB1B Transfer Posting
MIGO Goods Movement
MM_WM_Warehouse tranfer execu-
tion
This role is used to execute goods movements in the
WMS.

LT11 Confirm Transfer Order Item
LT12 Confirm transfer order
MM_WM_Warehouse transfer crea-
tion
This role is used to create and post goods movements
in the WMS.

LP10 Create PO out of the work order re-
quirements
LT01 Create Transfer Order
LT02 Create TO for Inventory Difference
LT03 Create TO for Delivery
LT04 Create TO from TR
LT05 Process Posting Change Notice
LT06 Create TO for Material Document
LT07 Create TO for mixed storage unit
LT0F Create TO for Inbound Delivery
LT0G Return delivery to stock
LT10 Create Transfer Order from List
LT15 Cancelling transfer order
LT1A Change Transfer Order
LT22 Display Transfer Order / Stor. Type
LT23 Display Transfer Orders by Numbers
LT24 Display Transfer Order / Material
LT26 Transfer orders for storage bin
LT31 Print TO Manually

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