安盛咨詢（英文版）2ppt課件

1、IM01 - Organizational Structure & Master Data in IMInstructorYOUR FACILITATOR FOR THIS COURSE IS:Stella DingConsultantAndersen ConsultingCourse ObjectivesAt the end of this chapter, you will be familiar with:lSpecial goods movements featureslUsing reservations to plan goods movements inadvancelProce

2、dures for special issues of goods (e.g.samples, scrapping), and their effectslCarrying out various goods issue procedures,planned and unplanned, with their respectiveupdateslStock transfers and transfer postings using the one-step and two-step procedureslLearning to use system tools (e.g. R/3 docume

3、ntation)to prepare for learning additional functions on their own Course DescriptionnParticipants gain basic knowledge and practice using the R/3System by focusing on core functions and processes. They aretaught to use the system tools (e.g. R/3 documentation which prepare them to learn additional f

4、unctions on their own.IM01 - Organizational Structure and Master DataSchedule & TopicOrganizational StructureMaster Data - Material MasterSchedule & TopicIntroduction to Inventory ManagementGoods ReceiptReservationsGoods IssueStock Transfer/Transfer PostingReporting and AnalysisIM02 - Processes in I

5、nventory ManagementTopic One: Organization StructuresTopic Two: Master Data - Material MasterScheduleOrganizational Elements DefinitionlIn the SAP R/3 System:nOrganizational elements are structures that represent the legal and/ororganizational views of an enterprise.nYou can design your company stru

6、cture based on your businessprocesses.lThe organizational elements form a framework thatsupports all business activities.Organizational ElementsThe SAP R/3 Inventory Management business process usesthe following R/3 organizational elements:nCompany codenPlantnStorage locationnClientClientClientllThe

7、 client is a commercial, organizational unit within the R/3 System, with its own data, master records, and set of tables.llFrom a business perspective, the client forms a corporate group.Company CodeCompany CodellA company code represents an independent accountingunit, for example, a company within

8、a corporate group.llThe company code is the smallest organizational unit for which you can have an independent Accounting departmentwithin external Accounting.PlantlA plant is an organizational unit within a company. Aplant produces goods, renders services, or makes goodsavailable for distribution.l

9、A plant can be one of the following types of locations:nManufacturing facilitynWarehouse distribution centernRegional sales officenCorporate headquartersPlantClientCompany code 1Company code 2Plant 1Plant 2Plant 3Plant 4PlantPlant 1Plant 2Plant 3Plant 4Company Code 1Company Code 2Assigning a Plant t

10、o a Company CodePlantsClientCompany codes200010000003000400010002Storage LocationStorage LocationStorage locations are organizational units that allowthe differentiation of material stocks within a plant.Storage Location 0001Storage Location 0001Storage Location 0002Storage Location 0002Storage Loca

11、tion 0003Storage Location 0003Storage Location 0004Storage Location 0004Defining Storage Locations within a PlantStorage locationsPlants000100020003000100010002Company Code1000This unit has provided an overview of the organizational structures of the R/3 System from a Inventory Management point of V

12、iew.The main organizational levels areCompany CodePlantStorage LocationViews on the master data in the R/3 System result from the organizational structure.Organizational Structures in IM SummaryTopic One: Organization StructuresTopic Two: Master Data - Material MasterScheduleMaster Data contains the

13、 records thatremain in the database over anextended period of time.Master Data(e.g., Vendor Data)General Data(commonacross client)PurchasingData(unique topurchasingorganization)Accounting Data (unique to company)Master Data is centrally stored (shared acrossapplication modules) and processed toelimi

14、nate data redundancy.SAP R/3 Master DataGeneral ConceptslThe material master contains information about thematerials an enterprise buys, produces, stores, and sells.lInformation is stored in a database that is used as acentral repository for material data.lMaterial data is used throughout the R/3 Sy

15、stem.Applications related to Procurement include:nPurchasingnInventory ManagementnInvoice VerificationnMRPMaterialMasterDataOrganizational Levels in Material Master General dataMaterial numberDescriptionUnits of measureTechnical dataPlant-specific dataMRP dataPurchasing dataStorage location dataStoc

16、k quantitiesClientPlantStorage LocationThe Material master has a hierarchical structure , which covers the following organizational levels:Clientplantstorage locationOrganizing materials hierarchically allows easy management of information and prevents redundant storage of material data. Primary Vie

17、wsMaterial master recordMaterialplanningSttPurchasingSales and distributionStorageQualitymanagementStocks in plant-warehouseABWarehousemanagementClassificationForecastAccountingEach user department has its ownview of the material master containingdepartment-specific data.Material Master View Selecti

18、on Screen The R/3 System allows selection and maintenance of the data that is relevant to a particular department To create a view, the view must be selected on this screen before material data is entered Users are responsible for creating and maintaining the view(s) of the material that are relevan

19、t to their department(s) Changes are recorded in historyLevels in material master maintenanceMaterialInitial levelPurchasingSttEngineeringMRPSalesForecastAccountingdepartmentMain work levelUnits of measureAdditional data levelTextsManagementdataConsumptionAdditional datalevel Material Types & Indust

20、ry SectorsSemi-finishedproductsRaw materialsRaw materialsSemi-finishedproductsFinished productsFinished productsOthersOthersMechanicalengineeringChemicalindustrylllMaterial master records aregrouped according toindustry sector materialIndustry sector informationdetermines the industry-specific data

21、that will appearon the material master record.Material type informationdetermines whatdepartmental views aremaintained and howinventory will be handled(quantity and value updates).Industry SectorlIndustry sector determinesthe type of industry towhich the material will beassigned.lIndustry sectorinfo

22、rmation determines:nwhich screens will appearand in what sequence.nwhat industry-specific datawill appear.Material TypelMaterial types groupmaterials with the samebasic attributes.lMaterial type informationdetermines:nWhich departmental views aremaintained.nWhether changes in materialquantities are

23、updated.nWhether internal or externalprocurement is allowed.nWhich general ledger accountsare updated (e.g., inventoryaccount).Material Type - Default ParametersAccount assignmentCan material be configured?Quantity / value updatePrice controlVariances per plantMaterialAMaterialtypeData views / scree

24、n sequenceNumber range / assignmentDescriptionField referenceItem category groupPrice controlInternal / external purchase ordersValuation / account assignmentMaterial master - data areasGeneral dataMaterial numberDescriptionUnits of measureTechnical dataPlant-specific dataMRP/typePlanned delivery ti

25、mePurchasing groupBatch indicatorValuationValuation priceValuation procedureValuation quantitySales-specific dataDelivering plantSales textsUnit of measurePalleting instructionStorage location-specific dataStorage timeStock fieldsForecast dataConsumption dataWarehouse Manage-ment system dataUnits of

26、 measureBase unit: Piece (ea)Box(unit of issue)Crate(order unit)Pallet(sales unit)49616Material creation - Accounting.MART Allowed valuesROH 3000 3010HALB 7920HIBE 3000. . .Mat. stock account300000300100790000300000Valuation classMaterial creation - AccountingPrice controlStandardprice control:Valua

27、tion at standard price from the material master recordMoving average price control:Landed price (e.g. order price) influences thevaluation price?SVDisplay options for material dataDisplayStock overviewList of materialsData for thismaterialMaterialList of selectedmaterialStocks per plant/storage loca