Laboratory Exercise

SAP Materials Management Part I

1. To create a new supplier, go to the Materials Management space. In the Contract

Manager section, you can use the Manage Business Partner Master Data app

2. On the Manage Business Partner screen, choose CREATE and Organization.

3. In the Create Organization popup window, leave the Business Partner field blank.
The system will generate a unique number later. In the BP Role field, click and in the
Select: BP Role window, select FI Vendor (FLVN00).

4. For the Organization Title field, select Company and enter Mid-West Supply ### as
the Name 1. ### is your user ID's last three (3) digits.
5. In the Business Partner view, in the Basic Data area, enter your three-digit number
(###) as Search Term 1

6. Go to the Address area, and in the Street field, enter 335 W Industrial Lake Dr, for
Postal Code 68528, for City, enter Lincoln for Country US and Region NE. Under
Standard Communication, select English (EN) as the language.
7. Go to the Identification tab and click in the Tax Numbers section. In the line that
appears, enter US1 as the Tax Category and 12-3456### as the Tax Number – replace
### with your number.

8. Now go back to the Roles area and click . Choose Vendor (FLVN01) as the Business
Partner Role.
9. Now click on the row of the newly created business partner role.

10. You can now maintain company code-specific data for your business partner in the
role of the vendor. Go to the Company Codes area and click
11. On the Company Code screen, enter US00 in the Company Code field. Select the
value in the selection help that appears automatically. Confirm with Enter.

12. Switch to the Finance area and enter 3300000 (Trade payables) for the
Reconciliation Account. In the Payment Data section, enter 0001 (Payable immediately
Due net) as the Payment Terms and select Check Double Invoice.
13. Now, switch to the Correspondence area. Enter your user (LEARN-###) as the Clerk
ID at Supplier. Now click in the lower screen area.

14. Back on the Supplier screen, go to the Purchasing Organizations area to enhance
your Mid-Wes Supply business partner with purchasing-specific data.
15. Click in the Purchasing Organization window. In the Purchasing Organization field,
enter US00.

16. On the Purchasing Organizations area, enter USD as the Order Currency and use
the F4 help to search for the Payment Terms Payable immediately Due net (0001).
17. Navigate to the Partner Functions area. Click on and enter the partner function VN
for vendor and press Enter.

18. Click to transfer your purchasing-specific data for your business partner. Then click
and then . The system automatically assigns a unique number to your supplier.
19. Provide a screenshot of the unique supplier number.

20. Click on the home icon to go to the Fiori Launchpad Overview

Task 2: Creating the material master record for a trading good as a Warehouse
Supervisor (20 minutes)
1. To create materials, go to the Materials Management space. In the Warehouse
Supervisor section, you can use the Manage Product Master Data app.
2. On the Manage Product Master Data screen, click .
3. In the Create Master Data Record dialog box that appears, enter CHLK1### as the
Product Number and HAWA (Trading Goods) as the Product Type. Enter EA (Each) as
the base unit of measure for the Product Group UTIL (Utilities).

4. Press . In the General Information area in the Basic Data section, enter Accessories
(AS) for the Division.
5. In the Descriptions section, click . In the automatically added line, enter the Product
Chain Lock ### for Language EN (English). Repeat this step, and this time for
Language DE (German), enter Kettenschloss ### as the Product. For both, replace ###
with your number. Confirm your entries with Enter.

6. Scroll down to the Units of Measure section. At the end of the line where the unit of
measure EA is already entered, click >
7. On the Unit of Measure screen, in the Dimensions area, enter 65.00 for the Gross
Weight and OZ(ounce) as the Unit. Click .
8. Now go to the Sales area and enter 0001 (On pallets) as the Transportation Group.
Afterwards, navigate to the Distribution Chains area and choose .

9. On the Distribution Chain screen, enter Sales Organization UE00 (US East),
Distribution Channel WH (Wholesale), and Delivery Plant MI00 (DC Miami).

10. In the Grouping Terms area, choose 0001 (Make-to-order) for the Item Category
Group. Choose Enter
11. Go to the Sales Tax area and choose Tax Classification 0 (Exempt) for all three tax
categories. Click

12. Back on the Product screen, navigate to the Plants area and click . On the Plant
screen, in the General Data section, enter MI00 (DC Miami) for Plant and Hand lift for
Loading Group On the Manage Business Partner screen, choose and Organization.

13. Now go to the Purchasing area and enter N00 (North America) as the Purchasing
Group.
14. Go to the MRP Data area and enter the MRP Type PD (MRP), the MRP Controller
000 (MI MRP Controller), and the Availability Check 02 (Individual Requirement).

15. In the Lot-Size Data section, enter EX (Lot-for-lot order quantity) as the Lot-Sizing
Procedure and 10 as the Minimum Lot Size. Some values in this view have three
decimal places. Therefore, a minimum lot size of 10 is displayed as 10.000.

16. In the Procurement section, for Planned Delivery Time, enter 6 (days).
17. Switch to the Storage Locations area and choose .
18. On the Plant – Storage Location screen, enter TG00 (Trading Goods) for the
Storage Location field. Click .

19. On the Product screen, please navigate to the Valuation Areas area and click . On
the Valuation Area screen, enter Valuation Area MI00 and Valuation Class 3100 (Trading
goods).

20. Go to the Valuation area and, enter 33.50 USD as the Inventory Price, and ensure
that the Moving Average Price/Periodic Unit Price (V) is selected for Price Control.

21. Click and then click . Your material has now been created.
22. Click on the home icon to go to the Fiori Launchpad Overview.
Task 3: Extending a material master record as a Warehouse Employee
1. To create new views for a trading good, please go to the Materials Management
space. In the Warehouse Employee section, you can use the Manage Product Master
Data app.
2. Enter your material number CHLK1### (replace ### with your number) in the Product
field and click. Click on the line with your material.
3. On the Product screen, click . Navigate to the Distribution Chains area and click .

4. On the Distribution Chain screen, in the General Information section, enter Sales
Organization UW00 (US West), Distribution Channel WH (Wholesale), and Delivery
Plant SD00 (San Diego).
5. In the Grouping Terms area, choose 0001 (Make-to-order) for the Item Category
Group.

6. In the Sales Tax area, ensure that Tax Classification 0 (Exempt) is entered for all
three tax categories.
7. Click and then click .

8. Finally, press to get to the Fiori Launchpad Overview.

Task 4: Displaying the current stock as Inventory Supervisor
1. To display the stock, go to the Materials Management space. In the Inventory
Supervisor section, you can use the Stock - Single Material app.

2. A new screen will pop up. To find the material number of your chain lock, click in the
Material field and then click . In the Material field, enter your number in the format *###.
Click to search. Doubleclick your material CHLK1###.
3. In the DC Miami row, in the Stock History column, click the icon. The system will now
display the stock history of your material CHLK1### in DC Miami.

4. Since the material has just been created and no stocks have been posted yet, the
stock history in all key figures is 0.

5. Close the window and click the Home button to return to the SAP Fiori launchpad.
Task 5: Creating a purchase requisition as an Inventory Supervisor
1. To create a purchase requisition, please go to the Materials Management space. In
the Inventory Supervisor section, you can use the Create Purchase Requisition app.

2. Click . Enter Material CHLK1### (### - replace with your number), and press Enter.
The Short Tex and Material Group will be added automatically.
3. Enter 32.00 USD as the Valuation Price, 1 as the Price Unit, and 200 as the Quantity
Requested. For the Delivery Date, you choose today in 3 months. The requested
quantity is displayed with three decimal places. Therefore, your 200 is displayed as
200.000.

4. At the end, enter the following message under the Notes heading and on the Item text
tab page.
5. Click . In the upper right corner, you can see the item in the shopping cart.

6. Click to view your requisition. In the Items area, click on the line of the chain lock to
add some details.
7. In the Item Details view, enter N00 as the Purchasing Group, US00 as the
Purchasing Organization, US00 as the Company Code, and MI00 as the Plant.

8. Click . Afterward, click and then choose to confirm the request. The system creates a
separate document number.
9. Provide the screenshot of the created Purchase requisition number.

10. Close the notification and then click to go to the SAP Fiori launchpad.
Task 6: Managing the stock as an Inventory Assistant
1. Go to the Materials Management space. In the Inventory Assistant section, you can
use the Stock (Single Material) app to display the stock/requirements list.

2. On the Stock – Single Material screen, in the Material field, enter your chain lock
CHLK1###.
3. In the DC Miami row, in the Stock History column, click the icon .

4. The system will now display the stock history of your material CHLK1### in DC
Miami. As you can see, the purchase requisition creation has not influenced the stock
development.
5. Click to go to the SAP Fiori launchpad.
Task 7: Creating a request for quotation for your purchase requisition as a Purchasing
Agent
1. To create a request for a quotation for your purchase requisition, go to the Materials
Management space. In the Purchasing Agent section, you can use the Manage
Purchase Requisitions app.
2. In the Search field, enter your material CHLK1### and click .

3. Select the row with your Purchase Requisition and click .

4. In the Manage Purchase Requisitions screen, enter Request for Quote as RFQ Type,
RFQ1### as RFQ Description, one month from

5. In the Bidders area, click on to add a new bidder. Search for your supplier Mid-West
Supply ###. Select the entry with your supplier and click to add them as a bidder.

6. Repeat this procedure to add the suppliers Dallas Bike Basics and Spy Gear as
bidders. You recognize your supplier by the last three digits of the supplier number. For
example, supplier number 103000 represents supplier Dallas Bike Basics for user
LEARN-000.

7. Note that in the Items section, your purchase requisition was added.
8. Click and confirm the pop-up with .
9. Provide the screenshot of the success message of the created RFQ number.

10. Close the pop-up and click to go to the SAP Fiori launchpad.
Task 8: Creating quotation from the vendor as an Inventory Assistant
1. Go to the Materials Management space. In the Inventory Assistant section, you can
use the Manage RFQs app to create a request for a quotation for your purchase
requisition. If the app is missing in this section, please search for it with the help of the
search bar in the upper screen area.

2. In the Search field, enter RFQ1### and click .

3. Click on the row with your Request for Quote. Go to the Bidder area. Select your
bidder, Mid-West Supply ###, and click to create a quotation.

4. In the Supplier Quotation window, enter three weeks from today as the Quotation
Submission Date. The submission date must not be after the end of the bid period. You
can find the quotation deadline under General Information.
5. In the Items, enter 32.00 USD as the Net Order Price.

6. Click to create the Quotation. Click to submit the Quotation. If you don't see the
Submit button, enlarge your browser window.

7. Click to return to the Request for Quotation window. The quotation from your supplier,
Mid-West Supply ### can now be found in the Quotations area.
8. Repeat this process for the other two bidders. Enter the following prices: Dallas Bike
Basics 36.50 USD Spy Gear 35.00 USD Make sure you save both requests and take
note of the success messages.
9. Click to go to the SAP Fiori launchpad. Confirm any notes by choosing OK

Task 9: Evaluating the quotes based on the price. Reject two of the three offers as an
Inventory Supervisor
[Link] to the Materials Management space. In the Inventory Assistant section, click
Manage RFQs. Search for your Request for Quotation by entering RFQ1### on the
Search field and click.
2. Look for your RFQ number and click the Request for Quote under RFQ. Click on
Compare Supplier Quotations.

3. Compare the quotes and select the best one, in this case, the quotation from Mid-
West Supply ###. Choose the best Quote and click. The Total Quotation Net Value is
highlighted in green for the best offer.
4. Reject the other two offers. To do this, click on the Supplier Quotation number and
then on Manage Supplier Quotation. In the Supplier Quotation window, click on (top
right).

5. If your browser window is too small, the Complete button will be hidden under.
6. Click to return to the Compare Supplier Quotations window.
7. Repeat this procedure to also reject the second quotation.

8. Click to go to the SAP Fiori launchpad. Confirm any notes by choosing OK.
Task 10: Creating a purchase order with reference to a request for quotation as a
Purchasing Agent
1. Go to the Materials Management space. There, you can use the Manage RFQs app
to create a request for quotation for your purchase requisition.
2. In the search field, enter RFQ1### and click .
3. Open your RFQ and go to the Process Flow area. You see your purchase requisition,
the associated RFQ, and the three supplier quotations. Two of the three offers have
already been rejected, as indicated by the comment completed.
4. Click on the Supplier Quotation with the comment and then on

5. To create a purchase order from the quotation, click the Supplier Quotation window
on and then on .
6. In the Purchase Order, go to the Purchase Order Items area; you will see one entry
with your CHLK1### material.
7. We want to split the delivery into two (2) partial deliveries. Change the Order Quantity
from 200 to 100. Select the entry and click .
8. In the Purchase Order Item screen, go to the Schedule Lines area and change the
Delivery Date to one week later. Click on .

9. Back in the Purchase Order Item window, click on .

10. Click until you have returned to the Request for Quotation screen. Take another look
at the Process Flow. The Quotation is now followed by a purchase order.

11. Provide a screenshot of the current Process Flow.

12. Click to go to the SAP Fiori launchpad. Confirm any notes by choosing OK
Task 11: Displaying the purchase order as a Purchasing Agent
You now want to look in the system at what you have sent to the vendor.
1. To display the purchase order, please go to the Materials Management space. In the
Purchasing Agent section, you can use the My Purchasing Document Items
(Professional) app.
2. The app provides an overview of all purchase requisitions, purchase orders, goods
receipts, and supplier invoices. In the Supplier field, enter Mid-West Supply ### and
choose .
3. Click . The number you see may be different. You may need to scroll down to see
your supplier and purchase order.
4. Click to go to the SAP Fiori launchpad.
Task 12: Creating a goods receipt posting for the purchase order as a Goods Receipt
Clerk