LECTURER NOTES

Warehouse Management (WM)

Case Studies Lecturer Notes
This document is intended to help instructors understand the case study
process and manage the learning process in and outside the classroom.
The main focus lies on prerequisites and common tasks such as testing
and trouble-shooting.

Product

MOTIVATION

SAP ERP
G.B.I.
Release 6.07

Theoretical lectures explain

concepts, principles, and theories
through reading and discussion.
They, therefore, enable students to
acquire knowledge and gain
theoretical insights.
In contrast, case studies allow
them to develop their abilities to
analyze enterprise problems, learn
and develop possible solutions,
and make sound decisions.

Level
Instructor

Focus
Warehouse Management

Authors
Chris Bernhardt
Stefan Weidner

Version
2.30

Last Update
July 2014

The main objective of the GBI case

studies in general is for students to
understand the concept of
integration. These descriptive and
explanatory case studies will allow
students to understand the
importance and the advantages of
integrating enterprise areas using
an ERP system.

The main goal of this document is to

help instructors prepare the SAP
system for the Warehouse
Management case study process and
to support them trouble-shoot
problems that might occur during the
course.
Beside technical and didactic
prerequisites, the lecturer notes list
SAP transactions for testing and
correcting student results in the SAP
system. In addition, this document
describes common problems and
explains their reason and solution.

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LECTURER NOTES

Prerequisites
Note Before using this case study in your classroom please make sure that all technical (monthend closing, user management etc.) and didactic prerequisites are fulfilled. Such prerequisites are
briefly pointed out below. Detailed documentation can be displayed at and downloaded from the
SAP University Alliances Community (UAC) portal or the UCC web sites.

Technical Prerequisites
The Warehouse Management case study is based on a standard SAP ERP
client with the current GBI dataset. Before processing the case study on
your own or with your students all general setting should be checked.
This includes month-end closing in Materials Management (transaction
MMPV) which is documented on the UCC web sites.
Note: With the current version of the GBI client a year-end closing is not
necessary, because it has already been automated or because it is not
needed for the process described in the curriculum material.
User accounts in the SAP system need to be created or unlocked.

Month-end closing in MM
MMPV

Year-end closing

User management

These student user accounts should end with a three-digit numeric number
(e.g. GBI-001, GBI-002 etc.). This number will be represented by ### in
the case study and helps differentiate customer accounts, products etc.
In an SAP ERP GBI client already exist 1000 user accounts from GBI-000
to GBI-999. These users need to be unlocked. The initial password for
each GBI-### account is set to gbiinit.

GBI-000 to GBI-999

Transaction ZUSR was developed in the GBI client in order to mass

maintain SAP user accounts. For a detailed description of this and SAP
standard transactions for user management (SU01 and SU10) please refer
to the lecturer notes SAP User Management (see UAC current GBI
curriculum chapter 3 Introduction to Global Bike).

ZUSR

gbiinit

SU01
SU10

All GBI-### user accounts have been assigned to the role Z_GBI_SCC_US
and have authorizations to use all applicative transactions in the SAP ERP
system. The role allows access to all transactions necessary for GBI
exercises and case studies. If you need access to system-critical
transactions, i.e. for development purposes, you may assign the composite
profile SAP_ALL to your student accounts.
Guidelines on how to maintain roles and profiles can be found in the
lecturer notes SAP User Management (see UAC current GBI
curriculum chapter 3 Introduction to Global Bike).

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LECTURER NOTES
It is useful for the instructor to have a user account available for testing that
has the same authorizations as the student accounts. You may use the
predefined instructor account GBI-000 for this purpose.

Instructor account
GBI-000

Didactic Prerequisites
In order to successfully process this case study students should be familiar
with the navigation in SAP systems, especially the SAP Easy Access
menu, the SAP transaction concept as well as possible documentation and
help options. We highly recommend using the navigation slides and the
navigation course (see UAC current GBI curriculum chapter 2
Navigation).
In addition, it has been proven beneficial that students have a thorough
understanding of the historic background and the enterprise structure of
the Global Bike concern before they start working on the SAP system. For
this purpose we recommend the case study Global Bike Inc. (see
UAC current GBI curriculum chapter 3 Introduction to Global Bike)
or the case study Business Process Analysis 1 (see UAC current
GBI curriculum chapter 3 Introduction to Global Bike).

Navigation

Company background

Because the case study is not based on the exercises, it is not necessary to
have processed the WM exercises before you start with the case study.
However, it is recommended.
In order to function properly this case study needs a GBI client version
that is equal to or higher than the case study version (see cover page).
Please check. If you do not know the client version please use the
transaction ZGBIVERSION within your SAP ERP system or contact your
UCC team.

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GBI client version

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LECTURER NOTES

Student Assessment
Note With the transactions listed below you can check and correct master and transactional data
that your students have created during your course.

Master Data
MMBE

Stock Overview

MB52

Display Stocks of Material

LX03

Bin Status Report

Transactional Data
ME22N

Display Purchase Order

ME23N

Display Purchase Order

MIGO

Goods Receipt/Issue

LT21

Display Transfer Order

VA02 / VA03

Change / View Sales Order

VL02N / VL03N

Change / View Outbound Delivery

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Process Monitoring
Valid for: WM I, WM II, WM III
Note During the case study the SAP system creates documents which are automatically logging
all business process steps. These documents rely on master data that were either predefined by
the curriculum development team or created by your students.

Show Purchase Order

Document flow

By using the transaction code ME22N you will see the screen Standard PO
########## Created by GBI-###. Select

ME22N
Sales order number

to select another order.

Note Should your student and you not remember the order number, you
may search for it using the F4 help. Here, you navigate to the Purchase
Documents per Vendor tab and enter your vendor (103###).

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Problem: Review Transfer Orders

Valid for: WM I, WM II, WM III
Symptom You would like to check the transfer orders of your participants.
Reason The material inventory or the material inventory value seems to be wrong because the
confirmation of a transfer order is missing.
Solution Check the transfer orders and confirm them if necessary.

Transfer Orders
Please use the transaction LT23 to get an overview of open or confirmed
transfer orders.
In the Transfer Order: List of Resident Documents screen, enter 100 as
Warehouse number. Within the areas Confirmation status and Program
parameters you may filter the transfer orders by status and date.
Afterwards please execute the report by pressing F8 or

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LT23

100

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Problem: Check the amount of ordered goods

Valid for: WM I, WM II, WM III
Symptom The material inventory or the material inventory value seems to be wrong.
Reason Shortage of goods could be an indicator for input or typing errors during the creation of
purchase orders.
Solution Check if your participants ordered a wrong amount of goods.

Warehouse Stocks of Material

Use the transaction MB52 to get an overview of the amount and value of
stored goods.

MB52

SD00

In the Display Warehouse Stocks of Material screen, enter SD00 as Plant

and KPAD1XXX to KPAD1YYY as Material for WM I, DXTR1XXX to
DXTR1YYY for WM II or PRTR2XXX to PRTR2YYY for WM III.
Replace XXX-YYY by your number range.
Afterwards please execute the report by pressing F8 or

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For WM I
KPAD1XXX to KPAD1YYY
For WM II
DXTRXXX to DXTRYYY
For WM III
PRTR2XXX to PRTR2YYY

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Problem: Review the storage bins

Valid for: WM I, WM II, WM III, WM IV
Symptom You would like to check if the materials are stored into the right storage bin. If the
participants use the wrong storage bin, they may run into errors on later goods issue.
Reason Wrong inputs or typing errors are common mistakes of participants. They may lead to
serious errors while processing later parts of a case study.
Solution Check the storage bins by using the transaction LX03.

View storage bins

Please use the transaction LX03 to check the storage bins of your
participants.
In the Bin Status Report: Initial Screen, enter 100 as Warehouse number
and limit the storage bins to ones your participants used by entering STBN1-XXX to STBN-1-YYY as Storage bin for case study WM I, STBN-7XXX to STBN-7-YYY for WM II or STBN-8-XXX to STBN-8-YYY for
WM III and WM IV. Replace XXX-YYY by your number range.
Afterwards please execute the report by pressing F8 or

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LX03

100
For WM I
STBN-1-XXX
STBN-1-YYY
For WM II
STBN-7-XXX
STBN-7-YYY
For WM III and WM IV
STBN-8-XXX
STBN-8-YYY

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Problem: Goods stored into wrong storage bin

Valid for: WM I, WM II, WM III
Symptom The bin status report shows that some goods were stored into a wrong storage bin.
Reason While storing process a wrong storage bin number was entered.
Solution Use a stock transfer order to store the affected goods into the right storage bin.

Stock transfer of goods

Please use the transaction LT10 to create a stock transfer order and to put
the goods into the right storage bin.
In the Stock Transfer: Start screen, enter 100 as Warehouse number, 001 as
Storage type for WM I and WM III or 002 for WM II. Enter the material
you want to transfer (e.g. KPAD1###) as Material. Afterwards press F8 or

LT10

100
For WM I and WM III
001
For WM II
002
Material number

Select the material you want to transfer and click on Stock Transfer
foreground .
In the Specify Destination Data screen, enter 001 as Storage Type, STBN1-### as Storage Bin for WM I, 002 as 002 as Storage Type, STBN-7-###
as Storage Bin for WM II or 002 as Storage Type, STBN-8-### as Storage
Bin for WM III. Enter 001 as Storage Section and 999 as Movement Type
afterwards. Also select Confirm immediately. Then click on copy.

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001
002
002

For WM I
STBN-1-###
For WM II
STBN-7-###
For WM III
STBN-8-###

001
999
Confirm immediately

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Problem: Review purchasing documents

Valid for: WM I, WM II
Symptom You would like to compare the purchase orders with the expected results.
Reason Wrong inputs or typing errors are common mistakes of participants. They may lead to
serious errors while processing later parts of a case study.
Solution Review the purchase order documents of your participants to verify that all inputs are
correct.

View purchasing documents

Use the transaction ME2L to get a list of all purchasing documents of your
participants.
In the Purchasing Documents per Vendor screen, enter the range of
vendors from 103XXX to 103YYY. Replace XXX-YYY by your number
range.
Afterwards please execute the report by pressing F8 or

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ME2L

103XXX
103YYY

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Problem: Insufficient material stock level in Dallas

Valid for: WM II
Symptom In Dallas an insufficient amount of materials on stock lead to the situation that the
good issue cant be posted.
Reason Error messages may be caused by unplanned or unintentional material consumption or by
entering incorrect (too high) quantities during the case study process.
Solution Basically, sufficient stock levels for all materials used in the exercises and case studies
have been predefined in the GBI client. However, you can receive missing materials on stock
using transaction MIGO. In this specific case, please use movement type 501, plant DL00,
storage location FG00 and the particular material (DXTR1###).

Posting goods receipt

Open the transaction by using the transaction code MIGO. In the first drop
down menu select Goods Receipt and Other in the second one. Check if
the movement type changed to 501. Afterwards enter the needed material
as Material Short Text, the needed amount as Qty in UnE, the plant you
want the material to be delivered as Plnt and the storage location you want
the materials to be stored to as SLoc. For example DXTR1### as material
DL00 as plant and FG00 as storage location. Then click on
or press
Enter. Post your goods receipt by clicking .

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MIGO
Goods Receipt
Other

DXTR1###
DL00
FG00

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LECTURER NOTES

Problem: Review sales orders

Valid for: WM III
Symptom You would like to compare the sales orders with the expected results.
Reason Wrong inputs or typing errors are common mistakes of participants. They may lead to
serious errors while processing later parts of a case study.
Solution Review the sales order documents of your participants to verify that all inputs are
correct.

View sales orders

Use the transaction VA05 to get a list of all sales orders of your
participants.

In the List of Sales Orders screen, you may choose between different
selection criteria. Confirm your selection with Enter or .
Then enter UW00 as Sales Organization, WH as Distribution Channel, BI
as Division, SD00 as Sales office and US as Sales Group.
Afterwards please execute the report by pressing Enter or

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VA05

UW00
WH
BI
SD
US

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LECTURER NOTES

Problem: Insufficient material stock level

Valid for: WM III
Symptom An insufficient amount of materials on stock lead to the situation that the good issue
cant be posted.
Reason Error messages may be caused by unplanned or unintentional material consumption or by
entering incorrect (too high) quantities during the case study process.
Solution Basically, sufficient stock levels for all materials used in the exercises and case studies
have been predefined in the GBI client. However, you can receive missing materials on stock
using the following description.

Post goods receipt

Since a warehouse management system is used in San Diego the process
used for goods receipt is a little different to the one of the last WM case
study.
Use transaction code MB1C and enter 501 as Movement Type, SD00 as
Plant and FG00 as Storage Location. Afterwards click on
.

Within the new screen select No Transfer Requirment and confirm with
.

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LECTURER NOTES

In the Enter Other Goods Receipts: New Items screen, enter PRTR2### as
Material and your needed amount of goods as Quantity. Post your goods
by clicking on .

PRTR2###
Quantity

Storing the goods

Use the transaction LT10 and enter 003 as Storage type and PRTR2### as
Material. Afterwards please execute the process by pressing F8 or .

Select the stock in storage bin WE-ZONE, which youve posted in the
previews step, And start the stock transfer by clicking on Stock Transfer
Foreground .

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In the Specify Destination Data screen, enter 002 as Storage Type, STBN8-### as Storage Bin, 001 as Storage Section and 999 as Movement Type.
Also select Confirm immediately. Afterwards click on copy.

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002
STBN-8-###
001
999
Confirm immediately

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