OLM Procurement 1 Exercises

Unit: OLM Procurement

Topic: Supply Chain

At the conclusion of this exercise, you will be able to:

Create a plant maintenance (PM) order for a material stocked
both at base and remote location
Create a purchase order from purchase requisition
Receive materials
Use the convert stock transfer requisition function
You are a maintenance engineer on a remote plant (Offshore
Platform LT2A) and you require materials to perform your job.
The material you need is stocked on the platform and on the
corresponding base plant (Onshore Supply Base LT1A)

Throughout all of the exercises, <###> represents your group

number.

1-1 You will use a number of transactions throughout this topic. Depending on your
preferences, you can access the transactions listed below from the SAP Easy
Access menu, or you can configure your Favorites menu.
1-1-1 Create a plant maintenance order
1-1-2 Material requirements planning transaction
1-1-3 Stock/requirements list
1-1-4 Create a purchase order
1-1-5 Create a goods receipt
1-1-6 Create delivery
1-1-7 Display material tracking
1-2 The material request is initiated at the remote location from within a PM order.
OLM assigns item category ‘L’ (take from stock) to the PM order component.
This creates a reservation against stock held at the remote location.
1-2-1 Create the PM order for your material.
Order Type: PM01
Priority: 3-Medium
Func.Location: LT2A-###
Plng. Plant: LT2A
Bus.Area: 0001
Mn.wk.ctr: LT2A-###
Ctr.Key(First operation): PM01
Component: L###-STST
Reqmt Qty: 10
StLoc: 0001
Plnt: LT2A
Batch: N
Release and save the order and make a note of the order number
PM01.
_________________________________________________________

1-3 Material requirements planning (MRP) is run against the remote plant. No stock
is found and therefore a stock transfer requisition, TRQ1, is raised to replenish
the stock at the remote plant from the base plant.
1-3-1 Run MRP against the remote plant.
Material: L###-STST
Plant: LT2A
1-3-2 Review stock/requirements list for your material at remote plant.
Make a note of your stock transfer requisition number TRQ1.
_________________________________________________________

1-4 MRP is run against the base plant. No stock is found and so a purchase
requisition, PRQ1, is raised to replenish the base plant using standard SAP
procurement functions.
1-4-1 Run MRP against the base plant.
Material: L###-STST
Plant: LT1A
1-4-2 Review stock/requirements list for your material at base plant.
Make a note of your purchase requisition number PRQ1.
_________________________________________________________
1-5 To replenish the stock of the base plant, you must create a purchase order, with
reference to the purchase requisition PRQ1.
1-5-1 Create purchase order from purchase requisition
Order type: ‘Standard PO’
Vendor: OLM-###
Item Area
Purch.Req.: <PRQ1>
Net Price: 500
Plant: LT1A
Store Locn: 0001
Save and make a note of the purchase order number PO1.
_________________________________________________________

1-6 The material you need to order from the vendor OLM-###, using the purchase
order PO1, is received at the base location.
1-6-1 Receive materials and perform the goods receipt.
Header area
Document type: Goods Receipt
Reference: Purchase Order
Ref.Doc.No: <PO1>
Item area
Item OK: X
Item detail area
Batch: N
Save and make a note of the goods receipt number GRN1.
_________________________________________________________
1-7 The material is now in the base location stock, but you need it at the remote
location. Therefore, you have to run the OLM stock transfer requisition
conversion program, to transfer the required material to the remote location.
1-7-1 Convert your stock transfer requisition <TRQ1> into a stock transfer
order STO1 and make a note of the stock transfer order number.
_________________________________________________________

At the List screen, choose:

Goto Message log (F4)

1-8 You need to transport your material from the base plant (LT1A) to your remote
plant (LT2A). Therefore, you must create a delivery for your stock transfer
order ST01.
1-8-1 Create delivery due list:
Shipping point: LT1X
Delivery creation date: <add 30 to ‘to’ date>
Purchasing document: <STO1>
Supplying plant: LT1A

In the Processing List, select your transfer order and

choose
Background create.

1-8-2 Review the delivery documents created and make a note of the delivery
document number DLV1.
_________________________________________________________
1-9 You want to see what happened with your material and where it is located at
present.
1-9-1 Display material tracking for the PM order.
Selection screen
Status: ‘Outstanding’, ‘In process’
Order: <PMO1>
Period: Initial
Tracking profile: PM01
Layout: 1
 OLM Procurement 2 Exercises

Unit: OLM Procurement

Topic: Supply Chain

At the conclusion of this exercise, you will be able to:

Create a plant maintenance (PM) order for a material stocked
at base location only
Create a purchase order from purchase requisition
Receive materials
Use the convert stock transfer requisition function
You are a maintenance engineer on a remote plant (Offshore
Platform LT2A) and you require materials to perform your job.
The material you need is stocked on the base plant (Onshore
Supply Base LT1A).

Throughout all of the exercises, <###> represents your group

number.

2-1 You will use a number of transactions throughout this topic. Depending on your
preferences, you can access the transactions listed below from the SAP Easy
Access menu, or you can configure your Favorites menu.
2-1-1 Create a PM order
2-1-2 Material requirements planning transaction
2-1-3 Stock/requirements list
2-1-4 Create a purchase order
2-1-5 Create a goods receipt
2-1-6 Create delivery
2-1-7 Display material tracking for PM order
2-2 The material request is initiated at the remote location from within a PM order.
OLM assigns item category ‘N’ (direct procurement) to the PM order
component. This creates a reservation against the remote location and also a
stock transfer requisition, to replenish the remote location from the base
location.
2-2-1 Create the PM order for the your material.
Order Type: PM01
Priority: 3-Medium
Func.Location: LT2A-###
Plng. Plant: LT2A
Bus.Area: 0001
Mn.wk.ctr: LT2A-###
Ctr.Key(First operation): PM01
Component: L###-NSST
Reqmt Qty: 10
StLoc: 0001
Plnt: LT2A
Batch: N
Release and save the order and make a note of the order number
PM02.
_________________________________________________________

2-3 Material requirements planning (MRP) is run against the base plant. No stock is
found and so a purchase requisition PRQ2 is raised to replenish the base plant,
using standard SAP procurement functions.
2-3-1 Run MRP against the base plant.
Material: L###-NSST
Plant: LT1A
2-3-2 Review the stock/requirements list for your material at base plant.
Make a note of your purchase requisition number PRQ2.
_________________________________________________________
2-3-3 Review the stock/requirements list for your material at remote plant.
Make a note of your stock transfer requisition number TRQ2.
_________________________________________________________
2-4 To replenish the stock of the base plant, you must create a purchase order, with
reference to the purchase requisition PRQ2.
2-4-1 Create purchase order from purchase requisition.
Header area
Order type: ‘Standard PO’
Vendor: OLM-###
Item Area
Purch.Req.: <PRQ2>
Net Price: 500
Plant: LT1A
Store Locn: 0001
Save and make a note of the purchase order number PO2.
_________________________________________________________

2-5 The material you need to order from the vendor OLM-###, using the purchase
order PO1, is received at the base location.
2-5-1 Receive materials and perform the goods receipt.
Header area
Document type: Goods Receipt
Reference: Purchase Order
Ref.Doc.No: <PO2>
Item area
Item OK: X
Item detail area
Batch: N
Save and make a note of the goods receipt number GRN2.
_________________________________________________________

2-6 The material is now in the base location stock, but you need it at the remote
location. Therefore, you must run the OLM stock transfer requisition conversion
program, to transfer the required material to the remote location.
2-6-1 Convert your stock transfer requisition <TRQ2> into a stock transfer
order STO2 and make a note of the stock transfer order number.
_________________________________________________________
At the List screen, choose:
Goto Message log (F4)
 2-7 You need to transport your material from the base plant (LT1A) to your remote
plant (LT2A). Therefore, you must create a delivery for your stock transfer
order ST02.
2-7-1 Create delivery due list:
Shipping point: LT1X
Delivery creation date: <add 30 to ‘to’ date>
Purchasing document: <STO2>
Supplying plant: LT1A

In the Processing List, select your transfer order and

choose
Background create.

2-7-2 Review the delivery documents created and make a note of the delivery
document number DLV2.
_________________________________________________________
2-8 You want to see what happened your material and where it is located at present.
2-8-1 Display material tracking for the PM order.
Selection screen
Status: ‘Outstanding’, ‘In process’
Order: <PMO2>
Period: Initial
Tracking profile: PM01
Layout: 1
 OLM Procurement 3 Exercises

Unit: OLM Procurement

Topic: Supply Chain

At the conclusion of this exercise, you will be able to:

Create a plant maintenance (PM) order for a material stocked
at remote location only
Create a purchase order from purchase requisition
Receive materials
Use the convert stock transfer requisition function
You are a maintenance engineer on a remote plant (Offshore
Platform LT2A) and you require materials to perform your job.
The material you need is stocked only on the remote location
(Offshore Platform LT2A).

Throughout all of the exercises, <###> represents your group

number.

3-1 You will use a number of transactions throughout this topic. Depending on your
preferences, you can access the transactions listed below from the SAP Easy
Access menu, or you can configure your Favorites menu.
3-1-1 Create a PM order
3-1-2 Material requirements planning transaction
3-1-3 Stock/requirements list
3-1-4 Create a purchase order
3-1-5 Create a goods receipt
3-1-6 Display material tracking for PM order
3-2 The material request is initiated at the remote location from within a PM order.
OLM assigns item category ‘L’ (take from stock) to the PM order component.
This creates a reservation against stock held at the remote location.
3-2-2 Create the PM order for the your material.
Order Type: PM01
Priority: 3-Medium
Func.Location: LT2A-###
Plng. Plant: LT2A
Bus.Area: 0001
Mn.wk.ctr: LT2A-###
Ctr.Key(First operation): PM01
Component: L###-STNS
Reqmt Qty: 10
StLoc: 0001
Plnt: LT2A
Batch: N
Release and save the order and make a note of the order number
PMO3.
_________________________________________________________

3-3 Material requirements planning (MRP) is run against the remote plant. No stock
is found. Therefore, a stock transfer requisition, TRQ1, is raised to replenish the
stock at the remote plant from the base plant (even though the material is not
stocked at the base location).
3-3-1 Run MRP against the remote plant.
Material L###-STNS
Plant: LT2A
3-3-2 Review the stock/requirements list for your material at remote plant.
Make a note of your stock transfer requisition number TRQ3.
_________________________________________________________

3-4 To bring your material to the remote location, you must convert your stock
transport requisition to a stock transfer order. Therefore, you must run the stock
transfer requisition program. At the same time, a purchase requisition PRQ3 is
created, based on the stock transfer requisition TRQ3.
3-4-1 Convert your stock transfer requisition <TRQ3> to a stock transfer
order STO3 and make a note of the stock transfer order number and the
purchase requisition number PRQ3.
_________________________________________________________
3-5 To replenish the stock, you must purchase your material from a vendor.
Therefore, you must create a purchase order, with reference to the purchase
requisition PRQ3.
3-5-1 Create a purchase order from the purchase requisition.
Header area
Order type: ‘Standard PO’
Vendor: OLM-###
Item Area
Purch.Req.: <PRQ3>
Net Price: 500
Plant: LT1A
Store Locn: 0001
Save and make a note of the purchase order number PO3.
_________________________________________________________

3-6 The material you purchased from the vendor OLM-###, using the purchase
order PO3, is received at the base location. To transport the material at the
remote location, an outbound delivery will be created automatically by OLM for
the stock transfer order.
3-6-1 Receive materials and perform the goods receipt.
Header area
Document type: Goods Receipt
Reference: Purchase Order
Ref.Doc.No: <PO3>
Item area
Item OK: X
Item detail area
Batch: N
Save and make a note of the goods receipt number GRN3 and the
delivery number DLV3.
_________________________________________________________
3-7 You want to see what happened your material and where it is located at present.
3-7-1 Display material tracking for the PM order.
Selection screen
Status: ‘Outstanding’, ‘In process’
Order: <PMO3>
Period: Initial
Tracking profile: PM01
Layout: 1
 OLM Procurement 4 Exercises

Unit: OLM Procurement

Topic: Supply Chain

At the conclusion of this exercise, you will be able to:

Create a plant maintenance (PM) order for a material, which is
neither stocked at base nor at the remote location
Create a purchase order from purchase requisition
Receive materials
Display material tracking
You are a maintenance engineer on a remote plant (Offshore
Platform LT2A) and you require materials to perform your job.
The material you need is neither stocked on the platform, nor on
the corresponding base plant (Onshore Supply Base LT1A).

Throughout all of the exercises, <###> represents your group

number.

4-1 You will use a number of transactions throughout this topic. Depending on your
preferences, you can access the transactions listed below from the SAP Easy
Access menu, or you can configure your Favorites menu.
4-1-1 Create a PM order
4-1-2 Create a purchase order
4-1-3 Create a goods receipt
4-1-4 Display material tracking
4-2 The material request is initiated at the remote location from within a PM order.
OLM assigns item category ‘N’ (direct procurement) to the PM order
component. This creates a reservation against the remote location and a
purchase requisition, to replenish the remote location using standard SAP
procurement functions.
4-2-1 Create the PM order for the your material.
Order Type: PM01
Priority: 3-Medium
Func.Location: LT2A-###
Plng. Plant: LT2A
Bus.Area: 0001
Mn.wk.ctr: LT2A-###
Ctr.Key(First operation): PM01
Component: L###-NSNS
Reqmt Qty: 10
StLoc: 0001
Plnt: LT2A
Batch: N
Release and save the order and make a note of the order number
PMO4 .
_________________________________________________________
4-2-2 Review the stock/requirements list for your material at remote plant.
Make a note of your purchase requisition number PRQ4.
_________________________________________________________

4-3 To replenish the stock, you must create a purchase order, with reference to the
purchase requisition PRQ4.
4-3-1 Create purchase order from purchase requisition
Header area
Order type: ‘Standard PO’
Vendor: OLM-###
Item Area
Purch.Req.: <PRQ4>
Net Price: 500
Save and make a note of the purchase order number PO4.
_________________________________________________________
 4-4 The material you need to order from the vendor OLM-###, using the purchase
order PO1, is received at the base location. A delivery without reference, based
on the goods receipt items, is created to facilitate the transfer of the material
from the base location to the remote location.
4-4-1 Receive materials and perform the goods receipt.
Header area
Document type: Goods Receipt
Reference: Purchase Order
Ref.Doc.No: <PO4>
Item area
Item OK: X
Save and make a note of the goods receipt number GRN4 and the
delivery number DLV4.
_________________________________________________________
4-5 You want to see what happened your material and where it is located at present.
4-5-1 Display material tracking for the PM order.
Selection screen
Status: ‘Outstanding’, ‘In process’
Order: <PMO4>
Period: Initial
Tracking profile: PM01
Layout: 1
 OLM Procurement 1 Exercises

Unit: OLM Procurement

Topic: Supply Chain

At the conclusion of this exercise, you will be able to:

Create a plant maintenance (PM) order for a rented material
Create a purchase order from purchase requisition
Receive materials
Use the convert stock transfer requisition function
You are a maintenance engineer on a remote plant (Offshore
Platform LT2A) and you require materials to perform your job.
You need to rent the material from a third party.

Throughout all of the exercises, <###> represents your group

number.

5-1 You will use a number of transactions throughout this topic. Depending on your
preferences, you can access the transactions listed below from the SAP Easy
Access menu, or you can configure your Favorites menu.
5-1-1 Create a plant maintenance order
5-1-2 Create a purchase order
5-1-3 Create a goods receipt
5-2 The material request is initiated at the remote location from within a service
operation of a PM order. A purchase requisition for the rented material is
created together with the PM order. The mobilization data from the service
request enables you to use OLM functions (such as cross-docking and packing)
necessary to control the dispatch of the rented material.
5-2-1 Create the PM order.
Order Type: PM01
Priority: 3-Medium
Func.Location: LT2A-###
Plng. Plant: LT2A
Bus.Area: 0001
Mn.wk.ctr: LT2A-###
Ctr.Key(First operation): PM03
Enter an operation short text
Operation: Rental
On Create Maintenance order: External Processing operation dialog
box, enter the following data:
Material group: 01
Purch. group: 001
Choose the Operations tab and select your operation.
Choose the External push button to create service lines.
Service No.: F4 help ‘OLM Rentals’
Short text: Paint gun
Quantity: 2
Unit of measure: DAY
Enter the mobilization data:
Mob. Text: Paint gun
Mob. Quantity: 1
Mob. Unit: EA
Choose Back.
Release and save the order and make a note of the order number
PM05.
_________________________________________________________
5-2-2 Display the PM order. Select your operation and display the external
data by choosing the External.
To display the purchase requisition number, choose the Act. Data tab.
Make a note of your purchase requisition number PRQ5.
_________________________________________________________
5-3 To supply the rented material, you must create a purchase order, with reference
to the purchase requisition PRQ5.
5-3-1 Create a purchase order from the purchase requisition.
Order type: ‘Standard PO’
Vendor: OLM-###
Item Area
Purch.Req.: <PRQ5>
Net Price: 4000

Save and make a note of the purchase order number PO5.

_________________________________________________________

5-4 The standard services functions in the SAP procurement system do not handle
the dispatch of the rental material. You need to receive the rented material at the
remote location and handle it in the same way as you do for purchased or stock
materials. For this purpose, the mobilization program creates mobilization items
in the PO5.
5-4-1 Create mobilization items.
Execute the program ROIO_RN_MOBILIZATION.
On the Mobilization of Rental Services selection screen, enter the
following data:
Purchasing document: <PO5>
Execute your selection.
Select your purchase order from the displayed list. On the application
toolbar, choose Display requisition and review the data from the service
specifications.
Choose Back .The purchase order is displayed. Review the purchase
order and choose Back again to return to the Mobilization of Rental
Services screen.
Choose Save.

5-5 The material you need to rent from the vendor OLM-###, using the purchase
order PO5, is received at the base location. A delivery without reference, based
on the goods receipt items, is created to facilitate the transfer of the rented
material from the base location to the remote location.
5-5-1 Receive materials and perform the goods receipt.
Header area
Document type: Goods Receipt
Reference: Purchase Order
Ref.Doc.No: <PO5>
Item area
Item OK: X
Save and make a note of the goods receipt number GRN5 and the
delivery number DLV5.
_________________________________________________________
 OLM Dispatch Exercises

Unit: OLM Dispatch

Topic: Shipping and Container Management

At the conclusion of this exercise, you will be able to:

Create an OLM container and a loading area
Pick and pack deliveries into containers
Create a voyage
Create an outbound shipment
Receive an outbound shipment
At the base plant (Onshore Supply Base LT1A) you are
responsible for creating shipping manifests. You are fulfilling the
role of one or more individuals at the base plant, responsible for
various tasks in shipment manifests.

Throughout all of the exercises, ### represents your group

number.

6-1 You will use a number of transactions throughout this topic. Depending on your
preferences, you can access the transactions listed below from the SAP Easy
Access menu, or you can configure your Favorites menu.
6-1-1 Create an OLM container
6-1-2 Create a loading area
6-1-3 Assign container to base loading area
6-1-4 Pick deliveries
6-1-5 Pack deliveries into container
6-1-6 Create a voyage
6-1-7 Create outbound shipment
6-1-8 Transfer container to vessel shipment
6-1-9 Post goods issue for deliveries
6-1-10 Receive outbound shipment at remote location
6-2 Create a container for your group. The container will be used to transport your
deliveries from the base location to the remote location and later to return one of
the deliveries to the base.
6-2-1 Create an OLM container.
Initial screen
Container No: C###-001
Container Category: ‘Own Containers’
Header area
Status: Open
Label: ‘Group ### container’
Name: ‘Group ### container’
Item area-General
Material: L###-C001
Last certified: 01.01.2003
Certificate No: 2003-###
Next certified: 01.01.2004
Choose the Technical tab.
Item area-Technical
Length: 5
Width: 4
Height: 3
Unit: M
Max gross: 4500kg
Safe load: 4200kg
Tare weight: 300kg
Choose the Location tab.
Item area-Location
Plant: LT1A
Save your container.
6-3 You use the loading area as a special type of shipment, to organize deliveries
and to pack them into containers, before they are loaded into a boat (or other
means of transport) ready for transfer to the remote plant. You must create a
loading area at the transport planning point of the base location and one at the
remote location.
6-3-1 Create a loading area at the base location.
Transport planning point: LT1X
Shipment type: ‘Loading area’
Header screen-Identification
Shipment number: LA-###-01
External ID1: LA-###-01
Shipment route: LT2A
Save your loading area.
6-3-2 Create a loading area at the remote location.
Transport planning point: LT2A
Shipment type: ‘Loading area’
Header screen-Identification
Shipment number: LA-###-02
External ID1: LA-###-02
Shipment route: LT1X
Save your loading area.

6-4 To use your container in shipments, you must assign it to a loading area.
6-4-1 Assign your container (created in step 6-2-1) to the loading area from
the base location (created in step 6-3-1).
Container ID: C###-001
Loading areas selection
Loading area number: LA-###-01
In the Packing screen, drag your container and drop it in your loading
area LA-###-01 and then save your action.
6-5 You have to pick the deliveries created before (during the procurement
exercises) that are relevant for picking. After picking, a transfer order is created
for each delivery.
6-5-1 Pick the delivery DLV1 related to the purchase order PO1.
Warehouse number: L1A
Delivery: <DLV1>
Select items: on
Foreground/background: ‘System guided’
Prepare for picking-storage type search
Storage type: 002
Prepare for picking-items
Source target: 10
Source bin: F4 help search <PO1>
Save the document and make a note of the transfer number TRF1.
_________________________________________________________
6-5-2 Repeat the step 6-5-1 for DLV2 related to the purchase order PO2.
Save the document and make a note of the transfer number TRF2.
_________________________________________________________
6-6 You must pack your deliveries into a container. For materials that are stocked
onshore, the OLM packing program is called directly. This program allows you
to pack delivery items into loading areas and vessel shipments, using a simple
drag and drop method.
6-6-1 Pack deliveries into loading areas.
Delivery selection
Route: LT2A
Loading areas selection
Loading area number: LA-###-01
Execute your selection. All four deliveries are displayed.
Drag deliveries DLV1 and DLV2 and drop them in the container
C###-001 from the loading area LA-###-01 and save.
You can pack materials that are not stocked onshore, using the packing
program, but more often they will be packed from the cross-docking
list that is displayed following a goods receipt. You can recall the
cross-docking report for any goods receipt GRN3 and GRN4 and then
call the OLM packing program.
6-6-2 Pack deliveries from the cross docking list.
Material document: <GRN3>
Year: 2003
Execute your selection. From the cross-docking list, choose Loading
areas.
Drag the deliveries and drop in the container C###-001 from the
loading area LA-###-01 and save.
6-6-3 Repeat the step 6-6-2 for the goods receipt GRN4.
6-6-4 Repeat the step 6-6-2 for the goods receipt GRN5.

6-7 You need to create a voyage that groups all the shipments for the remote
location. Your shipment will be then assigned to this voyage.
6-7-1 Create a voyage.
Initial screen
Voyage Nr: V###-001
Voyage type: ‘Sea’
Header area
Status: Open
Boat Name: ‘Group ### OLM voyage’
Save your voyage and make a note of the voyage number VG1.
_________________________________________________________
6-8 You must create a shipment to transport the material at the remote location. The
outbound shipment is created as a standard SAP shipment. In OLM, it is
sometimes referred to as a vessel shipment, to avoid confusion with loading
areas.
6-8-1 Create a shipment.
Transport planning point: LT1X
Shipment type: ‘Offshore supply boat’
Overview-Processing
External ID1 (Voyage): <VG1>
Shipment route: LT2A
To display the identification details, choose the Identification tab.
Save your shipment and make a note of the shipment number SHP1.
_________________________________________________________
6-9 You must transfer the container with materials from the base loading area into
the vessel shipment. The OLM packing program allows containers to be
transferred between the shipments. After you have transferred the container the
status of the shipment has to be changed accordingly.
6-9-1 Transfer your container to shipment.
Loading areas selection
Loading area number: LA-###-01
Shipments selection
Shipment number: <SHP1>
Execute your selection. The packing screen is displayed, showing the
selected objects.
Packing screen
Drag the container C###-001 from the loading area LA-###-01, drop
in shipment SHP1, and save.
6-9-2 Change the status of the shipment.
Shipment number: <SHP1>
Set the Planning, Check-in, Loading start and Loading end push
buttons to change the status.
Save your shipment.

6-10 For all the deliveries being transported (where stock is held at the base location)
goods issues need to be posted. To perform this, you use standard SAP
functions.
6-10-1 Post the goods issue.
 Shipment number: <SHP1>
Planned goods mvmnt date: Initial
Execute your selection and review the Issues to be posted list that must
contain all the deliveries in the shipment SHP1.
Select all the deliveries and post the goods issue. Accept the default
date proposed by the system in the Goods movement date dialog box.

6-11 The shipment arrives at the remote location and must be received.
6-11-1 What functions are performed by the OLM shipment receipt
transaction?
6-11-2 Perform the shipment receipt.
Add the shipment <SHP1> to the workarea.
In the Delivery receipt area:
Posting date: Today
Document date: Today
Header text: Group###
In the Container receipt area:
Loading area: LA-###-02
Plant: LT2A
St.Loc: 0001
Post the shipment receipt.
6-11 To see what happened your materials, you can perform material tracking. For
materials stocked at base location, the tracking is performed, by using the
transport requisition created for them. For materials that are not stocked at the
base location, the tracking is performed, by directly using the plant maintenance
order created for them.
6-11-1 Track material L###-STST.
Requisition: <TRQ1>
Tracking profile: TRQ1
Layout: 1
Execute your selection and check your material.
6-11-2 Repeat the step 6-11-1 for material L###-NSST and transport
requisition TRQ2, by using the same tracking profile and display
variant.
6-11-3 Track material L###-STNS.
Status: ‘Outstanding’, ‘In process’
Order: <PMO3>
Tracking profile: PM01
Layout: 1
Execute your selection and check your material.
6-11-4 Repeat the step 6-11-3 for material L###-NSNS and PM order PMO4,
by using the same tracking profile and display variant.
 OLM Returns Exercises

Unit: OLM Returns

Topic: Returns

At the conclusion of this exercise, you will be able to:

Create a returns document
Create a return delivery and a repeat delivery
Receive materials
Display material tracking
You are a maintenance engineer on a remote plant (Offshore
Platform LT2A) and you cannot use some of the materials you
have ordered. You need to return the materials to the base plant
(Onshore Supply Base LT1A) for storage until you need the
materials again.

Throughout all of the exercises, ### represents your group

number.

7-1 You will use a number of transactions throughout this topic. Depending on your
preferences, you can access the transactions listed below from the SAP Easy
Access menu, or you can configure your Favorites menu.
7-1-1 Create returns document
7-1-2 Pack deliveries into loading areas
7-1-3 Display cross-docking list
7-1-4 Pick deliveries
7-2 You do not need the stock items that you have received. As space at the remote
location is limited, you want to return them to the base location for storage until
you are prepared to receive the materials again.
7-2-1 Create a returns document.
Doc. Type: ‘Standard’
Return date: Accept the default date
Reference: GROUP-###
Plant: LT2A
Store Location: 0001
Shipping point: LT2A
Receiving plant: LT1A
Receiving st. location: 0001
From the menu bar, choose to create a returns document with reference
to a plant maintenance (PM) order.
On the Choose PM Orders selection screen, enter the following data:
Orders area
Order: <PM01>
Execute your selection. The list contains the PM order component with
the material L###-STST. Select the item component and choose
Reference.
Review the information copied from the PM order component in the
Header data area and the Material item area of the return document.
Add the following data:
Header area
Description: Group ### returns document
Material item
Rec. Action: Return to holding area
Step: 20(Dispatch)
Save and make a note of the returns document number RTN1.
_________________________________________________________

7-3 To send the material back to the base location, you must create a delivery.
7-3-1 Change the returns document and create a delivery for the material
returns.
Enter the returns document number RTN1 in the initial screen.
Select the material item L###-STST and create a Return delivery for it.
Make a note of the created stock transport order STO4 and delivery
number DLV6.
_________________________________________________________
 7-3-2 Review your delivery. Choose the delivery icon from the item line.
Display the document flow. The return document and the subsequent
documents will be shown.

7-4 You must pick the delivery DLV6 and pack this into an available container.
7-4-1 Pick return deliveries.
Warehouse number: L2A
Delivery: <DLV6>
Select items: on
Foreground/background: ‘System guided’
Prepare for picking-storage type search
Storage type: ***
Prepare for picking-items
Source target: 10
Source bin: F4 help search TRANSFER
Save the document and make a note of the transfer number TRF3.
_________________________________________________________
7-4-2 Pack deliveries into loading areas.
Delivery selection, Reference data area
Return document: <RTN1>
Loading area selection, General data area
Shipment number: LA-###-02
Execute your selection.
Drag delivery DLV6 and drop it in the container C###-001 from the
loading area LA-###-02 and save.
7-5 You need to create a voyage that groups all the shipments for the base location.
Your return shipment will be then assigned to this voyage.
7-5-1 Create a voyage.
Initial screen
Voyage Nr: V###-002
Voyage type: ‘Sea’
Header area
Status: Open
Boat Name: ‘Group ### OLM voyage’
Save your voyage and make a note of the voyage number VG2.
_________________________________________________________
7-6 You must create a return shipment, to transport the return materials back to the
base location stock.
7-6-1 Create return shipment.
Transport planning point: LT2A
Shipment type: ‘Offshore supply boat’
On the Overview screen, Processing tab
External ID1 (Voyage): V###-002
Shipment route: LT1X
Save your shipment and make a note of the shipment number SHP2.
_________________________________________________________

7-7 The next step is to transfer the container, in which the delivery was packed, to
this vessel shipment. You need to post goods issues for the returns delivery
being transported in container C###-001. After the container is transferred to
the vessel shipment, the shipment status must be changed. To perform these
actions, you can call the standard SAP functions from within the packing
screens.
7-7-1 Transfer containers to vessel shipment.
Loading area selection
Shipment number: LA-###-02
Shipments selection
Shipment number: <SHP2>
Execute your selection. The packing screen is displayed, showing the
selected objects.
Packing screen
Drag the container C###-001 from the loading area LA-###-02, drop
in shipment SHP2, and save.
7-7-2 Post the goods issue for deliveries.
In the packing screen, in the Shipments area, choose Change Delivery
from the delivery context menu.
The delivery document is displayed in change mode. Choose Post
Goods Issue.
7-7-3 Set shipment status
In the packing screen, in the Shipments area, choose Change Shipment
from the shipment context menu.
The shipment document is displayed in change mode.
Set the Planning, Check-in, Loading start and Loading end to change
the status.
Save your shipment.
7-8 You also need to create a container return item in the returns document.
7-8-1 Create a container return item.
Enter the returns document number RTN1 in the initial screen and
execute your selection.
Choose the Container button on the Container tab.
Container selection
Shipment number: <SHP2>
Execute your selection. Select your container C###-001 from the
shipment container list and go back to the previous screen. The
container and shipment are inserted in the returns document as a
container item.
Save the changed document.

7-9 The shipment arrives at the base plant. You must perform the shipment receipt.
7-9-1 Perform the shipment receipt.
Add the shipment <SHP2> to the workarea.
In the Delivery receipt area:
Posting date: Today
Document date: Today
Header text: Group### return shipment
In the Container receipt area:
Loading area: LA-###-01
Plant: LT1A
St.Loc: 0001
Select your items and post the shipment receipt.
7-10 Several weeks later, you are ready to receive the material at the remote
location. The material is released from the base location and re-delivered to
the remote location. To do this you need to create a repeat delivery.
7-10-1 Post a repeat delivery.
Enter the returns document number RTN1 in the initial screen.
Select the material item L###-STST and create a Repeat delivery for it.
Make a note of the created stock transport order STO5 and delivery
number DLV7.
_________________________________________________________

7-10-1 Display the document flow. The return document and the subsequent
documents will be shown.

7-11 Your returns item is created with reference to a PM order. Therefore, the
reference object is updated with the hold status of the returns item, when you
 save the returns document. You are now ready to receive the materials that
you returned to the base location. You need to release the hold flag on the
original document. This action releases the repeat deliveries and the returns
items.
7-11-1 Change the PM order and release the component.
Enter the PM order document number PMO1 in the initial screen.
On the Component tab, remove the hold flag from your component.
Save the order.

7-12 You must pick the delivery DLV7 and pack this into an available container.
7-12-1 Pick return deliveries.
Warehouse number: L1A
Delivery: <DLV7>
Select items: on
Foreground/background: ‘System guided’
Prepare for picking-storage type search
Storage type: 002
Prepare for picking-items
Source target: 10
Source bin: F4 help search on PO1
Save the document and make a note of the transfer number TRF3.
_________________________________________________________

7-13 You need to create a voyage for the shipments to the remote location.
Your repeat shipment will be assigned to this voyage.
7-13-1 Create a voyage.
Initial screen
Voyage Nr: V###-003
Voyage type: ‘Sea’
Header area
Status: Open
Boat Name: ‘Group ### OLM voyage’
Save your voyage and make a note of the voyage number VG3.
_________________________________________________________

7-14 You must create a shipment to transport the materials back to the remote
location stock.
7-14-1 Create repeat shipment.
 Transport planning point: LT1X
Shipment type: ‘Offshore supply boat’
On the Overview screen, Processing tab
External ID1 (Voyage): V###-003
Shipment route: LT2A
Save your shipment and make a note of the shipment number SHP3.
_________________________________________________________

7-15 You must transfer the container, in which the delivery was packed, to this
vessel shipment. You need to post goods issues for the repeat delivery being
transported in container C###-001. After the container is transferred to the
vessel shipment, the shipment status must be changed. To perform these
actions, you can call the standard SAP functions from the packing screens.

7-15-1 Repeat step 7-7-1 for the shipment SHP3 , loading area
LA-###-02 and container C###-001.
7-15-2 Repeat step 7-7-2 for your repeat delivery DLV7.
7-15-3 Repeat step 7-7-3 for your shipment SHP3.

7-16 The shipment arrives at the base plant. You must perform the shipment receipt.
7-16-1 Perform the shipment receipt.
Add the shipment <SHP3> to the workarea.
In the Delivery receipt area:
Posting date: Today
Document date: Today
Header text: Group### repeat shipment
In the Container receipt area:
Loading area: LA-###-02
Plant: LT2A
St.Loc: 0001
Select your items and post the shipment receipt.

7-17 To see what happened your materials, you perform material tracking for the
returns document. You can also follow the whole process flow from the
original PM order document.
7-17-1 Display material tracking for the returns document.
Returns document: <RTN1>
Tracking profile: RT01
Layout: 1
Execute your selection and check your material.
7-17-2 Display material tracking for the PM order.
Selection screen
Status: ‘Outstanding’, ‘In process’
Order: <PMO1>
Period: Initial
Tracking profile: PM01
Layout: 1