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USER MANUAL

Production Planning
Master Data
USER MANUAL PP_Master Data

Document Control Information

Document Information
Document Identification PP_Master Data

Document Name User Manual: Master Data

Project Name Project Sapfal

Client Soujanya Color Private Limited


Document Author Pankaj Bagh
Document Version 1.0
Document Status Released

Date Released 09.03.2017

Document Edit History


Version Date Additions/Modifications Prepared/Revised by
1.0 09.03.2017 Final Pankaj Bagh

Document Review/Approval History


Date Name Organization/Title Comments
09.03.2017 Hemant Sontakke SCPL/BPO
09.03.2017 Sachin Maste Deloitte/Project Manager

Distribution of Final Document


The following people are designated recipients of the final version of this document:

Name Organization/Title
Gaurav Wani SCPL/Project Manager
Hemant Sontakke SCPL/BPO
Shirish Bhandare SCPL/Functional Team
Manish Yadav SCPL/Functional Team
Sujan Kelvalkar SCPL/Functional Team

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Document Control Information
User Manual: Master Data PP_Master Data

Table of Contents

1 Introduction ..................................................................................................................................... 4
1.1 Purpose ..................................................................................................................................... 4
1.2 Applicable Business Roles ......................................................................................................... 4
1.3 Triggers ..................................................................................................................................... 4
1.4 Prerequisites ............................................................................................................................. 4
1.5 Helpful Hints .............................................................................................................................. 4
2 Bill of Material.................................................................................................................................. 5
2.1 Transaction Code (or equivalent) ............................................................................................... 5
2.2 Menu Path (optional) ................................................................................................................. 5
2.3 Execution .................................................................................................................................. 5
2.4 Results ...................................................................................................................................... 8
3 Resource ......................................................................................................................................... 9
3.1 Transaction Code (or equivalent) ............................................................................................... 9
3.2 Menu Path (optional) ................................................................................................................. 9
3.3 Execution .................................................................................................................................. 9
3.4 Results .................................................................................................................................... 14
4 Master Recipe ................................................................................................................................ 15
4.1 Transaction Code (or equivalent) ............................................................................................. 15
4.2 Menu Path (optional) ............................................................................................................... 15
4.3 Execution ................................................................................................................................ 15
4.4 Results .................................................................................................................................... 17
5 Production version........................................................................................................................ 18
5.1 Transaction Code (or equivalent) ............................................................................................. 18
5.2 Menu Path (optional) ............................................................................................................... 18
5.3 Execution ................................................................................................................................ 18
5.4 Results .................................................................................................................................... 21

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User Manual: Master Data PP_Master Data

1 Introduction

1.1 Purpose
This Business Process Procedure document is intended to illustrate how to create and maintain Production
Planning master data. This document will describe in a lucid yet detailed way the procedure required to
create and maintain master data. It can be used in the form of a User Training Manual.

1.2 Applicable Business Roles


This Business Process Procedure is applicable to the following business roles:
 Production Planning department/ Master Data Cell

1.3 Triggers
Since this document deals with creation and maintenance of master data, there is no trigger as such.
Creation of master data can be handled independently, as and when required, keeping the prerequisites in
mind.

1.4 Prerequisites

 Material Master (In case of Bill of Material)


 Cost Center (In case of Resource)
 Resource (In case of Master Recipe)
 Bill of Material and Master Recipe combination (In case of Production Version)

1.5 Helpful Hints


 It is easy to remember the transaction codes of PP master data. The transaction codes will always be
‘XX01’ for creation, ‘XX02’ for change and ‘XX03’ for display. For example, the transaction code for
creation of resource is ‘CRC01’ and hence ‘CRC02’ is the transaction code for change and ‘CRC03’
for display.

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2 Bill of Material

2.1 Transaction Code (or equivalent)


 CS01 (creation)
 CS02 (change)
 CS03 (display)

2.2 Menu Path (optional)

SAP Easy Access → Logistics → Production → Master Data →Bills of Material → Bill of Material
→ Material BOM → Create

2.3 Execution
Step 1: Initial screen
1. Input Material Code and Plant combination for which BOM must be created.
2. Input BOM Usage.For production BOM use value ‘1’,
3. If the BOM is already created then system will show an information message that Alternative
BOM is being added and will take up the next numeric value automatically so don’t fill any value
in Alt.BOM field.
4. Press Enter or click on the Green Tick mark on top to proceed.

Enter material here

Enter plant here

Enter BOM usage here

Step 2: BOM Header overview screen


The following screen shot depicts the BOM Header Screen.
In this screen, enter the Base Quantity for Header Material.

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Click on “Hat” Icon to


access the below screen

Enter BOM Header quantity


here

Please check BOM


status. BOM is active if
status=1 and BOM is
inactive if status =2

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Step 3: BOM Item overview screen

Click on “Item”
button for Item overview screen

1. Under the ‘Material’ tab, there are multiple line items where the Materials must be assigned.
2. Under column ‘lCt’ input value “L” for stock-item.
3. Input Relevant Material under ‘Component’ column and press Enter.
4. Input Relevant Quantity under the ‘Quantity’ column.

Enter Item Enter component quanitities


Enter BOM components here
category=L here

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2.4 Results

Click on the Save button on top to save the Bill of Material.

Click on Save Icon

The following message appears at the bottom of the screen, confirming the creation of the Bill of Material.

After saving the message will be appeared at bottom as “creating BOM for material XXXXX”

The above screen shot shows creation as well as changing the BOM using the transaction CS01 and
CS02 and created BOM can be displayed using the transaction CS03.

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User Manual: Master Data PP_Master Data

3 Resource

3.1 Transaction Code (or equivalent)


 CRC01 (creation)
 CRC02 (change)
 CRC03 (display)

3.2 Menu Path (optional)

SAP Easy Access → Logistics → Production-Process→ Master Data → Resources → Resource


→ Create

3.3 Execution
Step 1: Initial screen
1. Input Plant. (10001)
2. Input the Resource Number
3. Input the Resource Category (0008=Processing Unit)

Enter plant here

Enter Resource Number


here (Max 8 Digit)

Enter Work center


category here

To copy from
another Work Center
use these fields

Now Hit “Enter” on your key board to reach the Step 2 as shown below

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Step 2: Resource Basic Data screen

1. Input Person Responsible. (Press F4 for Options)


2. Input the Standard Value key. (Press F4 for Options)
3. Input the Resource Usage. (Press F4 for Options)
4. Add a short text as a description for the Resource

Enter Resource
description here

Enter Person responsible


here=FIL, as per the
resource

Enter Task List


Usage=009=All task list
type

Enter Standard Value


Key here “SCMC”

Standard Value key for resource always SCMC, for secondary resources SCPM, SCGR & SCCO

Step 3: Resource Default Values screen


1. Input the standard Unit for the parameters which are assigned to Standard Value Key.
2. Input the Control key (Press F4 for options). In SCPL, For Premix, Grinding always use ZP01 and
for Correction and Filling use ZP02 always

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Enter Control Key here

Enter units for Standard


values here values here

Step 4: Resource Capacity Overview screen


1. Input Capacity Category “001” for machine.
2. Enter the Formula used to calculate the capacity for the Work Center.
3. Click on Capacity Header button or double-click on the Capacity category ‘001’ to fill Capacity
details and enter the Capacity Header screen.

Enter capacity category


here

Click here to enter the


capacity Header data screen

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Step 5: Resource Capacity Header screen


1. Input Capacity Category text (could be same as Resource text)
2. Input Capacity Planner group ‘A’.
3. Enter factory calendar as “SC”
4. Enter capacity Base unit of Measure “HR”.
5. Input Factory Calendar ID, which is the factory calendar setup for Schott-Kaisha.
6. Input Work Center start time, finish time and break time.
7. Input capacity utilization, no of individual capcities. Press Enter after filling up the details to
display the calculated Capacity in HR.
8. Click on the ‘Relevant to finite scheduling’ checkbox.

Enter capacity
header description
here
Enter Factory
calendar ID here
Enter Capacity
unit of measure
here

Enter Capacity
utilization here

Enter Start, Tick the checkbox for


Finish and Break ‘relevant to Finite Enter Number of individual
times here Scheduling’ capacities here

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Step 6: Resource Scheduling screen

1. Input Capacity Category and press Enter.


2. Click on the Costing tab to continue.

Enter Capacity category


here

Step 7: Resource Costing screen

1. Input Costing validity: Start Date – End Date


2. Input Cost Centre in consultation with Finance / controlling department.
3. Input the activity type as shown below.
4. Enter formulas as mentioned below:

Enter Cost Center


here

Enter Activity type


here

Enter Activity unit


here

Enter Costing formula


here for each activity
type

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3.4 Results

Click on the Save button on top to save the Resource.


The above screen shots shows the the process of creation and change of resource using the transaction
CRC01 and CRC02 and can be displayed using the transaction CRC03.

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4 Master Recipe
4.1 Transaction Code (or equivalent)
 C201 - Master Recipe creation
 C202 - Master Recipe change
 C203 – Master Recipe display

4.2 Menu Path (optional)

SAP Easy Access → Logistics → Production-Process→ Master Data → Master Recipe → Recipe
and Material List → Create
4.3 Execution
Step 1: Create Master Recipe Initial screen

1. Input Material and Plant Combination for which Routing must be created.
2. Input Valid from Date in the ‘Key Date’ field.
3. Press Enter and Click on the Green Tick mark on top to proceed.

Enter material here

Enter plant here

Enter Profile=PI01

Step 2: Recipe Header screen

1. Input Routing Status and Usage (Press F4 for Options) for which Routing must be created.
2. Input the Description in the Short Text field.
3. Press Enter and Click on the Operations tab.

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Click on Operations
button after filling details
inm Recipe Header

Enter status
here=4

Enter usage=1 here

Enter base quantity


(Batch Size)

Step 3: Master Recipe Operation Overview screen

1. Under the ‘Operations’ tab, there are multiple line items where the Resources must be
assigned.
2. Input name of the Resource in the blank field, which can be seen under the ‘Resource’ column.
3. Input a short text as operation description if required, in the blank field, which can be seen
under the ‘Discription’ column.
4. Phase Indicator (always tick on alternate line for phase e.g if operation is 0010 then its phase will
be 0020) Control Recipe Destination (Always 00 – mandatory for phase line), Control Key (For 1st
and second operation – ZP01, for last operation – ZP02
5. In case there are only two operations then for second operation use ZP02.

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Enter the activity


vales: Machine,
Labour & Power

Enter Operation
Enter work center Enter control key Enter base quantity
and Phase
here here description here (Batch Size)

In Master Recipe, the activity times e.g. Machine, Labour and Power needs to be updated in all phases.

4.4 Results

Click on the Save button on top to save the Master Recipe.


The above Master Recipe can be changed using the transaction C202 and displayed using the
transaction C203.

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5 Production version
5.1 Transaction Code (or equivalent)
 C223 – Production version creation, change display and list

5.2 Menu Path (optional)

SAP Easy Access → Logistics → Production-Process→ Master Data → Production Version

5.3 Execution
Step 1: Create Production Version Initial screen

1. Input Material and Plant Combination for which production version must be created.
2. Input Valid from Date in the ‘Key Date’ field.
3. Press Enter

Enter plant here

Enter material here

Enter Key Date

Step 2: Production Version Header screen

1. Input the header material


2. Input the version ID as per the current active version
3. Provide the description
4. Give the dates: valid from and valid to
5. Provide lot size 1 to 99999999 always
6. Alternate BOM by using F4 key on your key board
7. Bom Usage always as “1”
8. Group Number and group counter by using F4 key on your key board
9. Enter Type as 2 Master recipe

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Enter Material code, Enter from Lot Enter Alt. Bom/Usage


Enter Valid from and and Recipe
Version ID and Valid To Size - To Lot Size
Description group/counter and Type

Step 3: Production Version consistency check

1. Click on the yellow field as shown in below screen shot

Click on the yellow


ickon

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Click on Check

Check both the messages for the validation of BOM and Master Recipe and click on the Red Cross
button on bottom right hand side

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Now, click on save button to adopt the changes

5.4 Results

Click on the Save button on top in the header screen to save the production version
The above Production Version can be changed using the transaction C2223 and displayed using the
transaction C223.

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