SAP MM Physical Inventory Process Manual: Document Create, Count and Difference Posting

This document provides a step-by-step guide to performing physical inventory processes in SAP. Physical inventory is the process of counting stock on hand and reconciling it to book inventory balances. This is critical for maintaining accurate inventory records and financial reporting.

The document breaks down into following main parts :

  • Creating, changing, and displaying physical inventory documents to plan and record counts
  • Entering inventory counts and making changes if needed
  • Performing recounts if discrepancies are found
  • Reviewing difference lists between counted and booked quantities
  • Posting differences to adjust inventory balances

The guide walks through end-to-end physical inventory procedures from initial document creation through executing counts, making updates, and posting adjustments. It provides transaction codes, screenshots, and step-by-step instructions for users to follow. Master data elements, required entries, and SAP navigation are explained.

List of transaction codes covered in the guide are;

TcodeDescription
MI01 Create Physical Inventory Document
MI02 Change Physical Inventory Document
MI03 Display Physical Inventory Document
MI04 Enter Inventory Count
MI05 Change Inventory Count
MI06 Display Inventory Count
MI11 Recount Physical Inventory Document
MI20 Display Difference List
MI07 Post Differences

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COPA in SAP S/4HANA: Introductory Presentation

COPA stands for Costing-based Profitability Analysis, a tool that allows companies to analyze their profitability by different segments, such as products, customers, regions, etc. SAP S/4 HANA offers two approaches of COPA: account-based and costing-based. The main difference between them is that account-based COPA uses the general ledger as the single source of truth, while costing-based COPA uses a separate data model that can be customized with different valuation methods and characteristics.

This document provides an overview of profitability analysis (COPA) in SAP S/4HANA. It compares account-based, costing-based, and combined COPA approaches. Advantages of costing-based COPA include flexibility, additional planning features, and using separate tables. S/4HANA enhancements make account-based COPA advantageous with capabilities like cost component splits. A combined approach integrates with FI to avoid reconciliation issues. Examples demonstrate mapping of costs, revenue conditions, order entries, and reporting for each approach.

  • Introduction to COPA for profitability analysis
  • Types of COPA – account-based, costing-based, combined
  • Comparison of account-based and costing-based approaches
  • SAP S/4HANA changes impacting COPA
  • Advantages of account-based COPA in S/4HANA
  • Examples of mapping costs, revenue, orders for each approach
  • Reporting and analytics capabilities for each approach
  • Conclusion on recommended COPA approach for S/4HANA

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SAP Revenue Recognition: Quick Reference Guide

In SAP, Revenue Recognition is the process of recording the income and expenses related to a sale or service in the accounting period in which they occur.

This document provides an overview of revenue recognition concepts and implementation in SAP. It covers revenue recognition principles, methods and their financial statement implications, key differences between US GAAP and IFRS, and business benefits. Steps are provided to activate revenue recognition in SAP including system requirements. Configuration of GL accounts, account determination, and item categories is explained. Examples demonstrate transactional and month-end revenue recognition postings.

  • Introduction to revenue and revenue recognition concepts
  • Revenue recognition principles and methods with financial statement impacts
  • Comparison of revenue recognition between US GAAP and IFRS
  • Business benefits of accurate revenue recognition
  • Steps to activate revenue recognition in SAP
  • Configuration of GL accounts, account determination, item categories
  • Transactional and month-end revenue recognition posting examples
  • Enhancement options using BTEs

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SAP PM Important Transaction Codes for Preventive Maintenance

Preventive maintenance in SAP is a proactive approach to maintenance that aims to prevent equipment failures before they occur. It involves scheduling and performing maintenance tasks at regular intervals, based on factors such as equipment age, usage, and manufacturer recommendations. SAP provides a number of transaction codes that are specifically designed to support preventive maintenance activities. These codes allow users to create, manage, and execute maintenance plans, ensuring that assets receive the necessary care to remain in optimal working condition.

Here’s a brief overview of some key SAP PM transaction codes for preventive maintenance;

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SAP PM Important Transaction Codes for Master Data Maintenance

SAP PM (Plant Maintenance) is a module that helps organizations manage their maintenance activities. One of the key aspects of PM is the management of master data, which includes information about equipment, locations, and maintenance tasks.

SAP provides a number of transaction codes that can be used to manage PM master data. These transaction codes are used to create, modify, and view master data records.

The following table provides a list of SAP PM master data transaction codes, along with a brief description of each code:

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Physical Inventory Configuration Guide in SAP S/4HANA MM

This document provides an overview of physical inventory processes and configurations in SAP S/4HANA MM. It covers the need for physical inventory, different types of physical inventory, and the overall process flow. Key configurations like number ranges, movement types, and tolerances are explained. An example exercise demonstrates creating inventory documents, counting, posting differences, and reporting.

Key topics covered in the document:

  • Introduction to physical inventory and its importance
  • Types of physical inventory like annual, cycle, and perpetual
  • Physical inventory process steps
  • Key reports for physical inventory
  • Configuration settings like document numbers, movement types, freezing balances
  • Master data settings like inventory groups and tolerances
  • Exercise example to create documents, count, post differences, and check results

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Physical Inventory in SAP MM: Presentation Document to Understanding the Process and Key Steps

This document provides an overview of physical inventory procedures and best practices in SAP MM. Physical inventory involves physically verifying stock quantities on hand and is a critical component of inventory management and overall supply chain operations. This paper reviews key considerations when planning and executing physical inventory counts, including inventory procedures (periodic, continuous, cycle counting, sampling), blocking materials from posting during counts, entering and analyzing count data, handling differences and recounts, as well as system configuration to support the physical inventory process. Insights are provided to help ensure accurate tracking of inventory through robust physical inventory protocols.

Key Sections covered in the document are:

  • Physical Inventory Overview: Defines physical inventory and its importance for inventory visibility and planning
  • Physical Inventory Procedures: Explains periodic, continuous, cycle counting, and sampling inventory methods
  • Physical Inventory Process: Details key steps for inventory preparation, count, and analysis
  • Entering and Analyzing Count Data: Covers entering results, handling differences and recounts
  • Configuration Settings: Highlights SAP customizing settings that support physical inventory
  • Examples: Includes sample transactions for creating physical inventory documents and posting differences

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CBP RUN User Manual in SAP: Purchase Order Generation Process and Key Configuration Steps

This document provides user guidelines for SAP functions related to material requirements planning (MRP), specifically for generating purchase requisitions and purchase orders based on minimum/maximum levels defined for product groups. The key SAP transactions and parameters are outlined.

Key Sections:

  1. MRP Run for Product Group (Min-Max)
    • Step-by-step instructions for executing transaction MD02 to generate purchase requisitions based on min/max planning.
  2. Display PRs Generated for Min-Max (ZVPR)
    • Overview of transaction ZVPR to display all purchase requisitions created from min/max MRP run.
  3. Assign Source of Supply to PR
    • Instructions for assigning vendors/sources of supply to purchase requisitions generated from MRP run.
  4. Create PO in Mass (ME59n)
    • Guidelines for using ME59n transaction to mass generate purchase orders from purchase requisitions, including relevant parameters like document type.

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Configuring PO Documents in SAP S4 HANA MM: Document Types, Item Categories, and Number Ranges

This document provides configuration steps for customizing the purchase order (PO) document type in SAP S/4HANA Materials Management (MM) module. It outlines how to define a new PO document type, restrict allowed item categories, link the document type to the purchase document configuration, define internal/external number ranges, make certain fields mandatory, and assign field selection keys. The goal is to configure a customized PO document type in SAP MM for handling special procurement types like subcontracting and consignment.

Key configuration steps covered in the document are:

  • Step 1: Define a new PO document type by copying the standard type and giving it a custom name
  • Step 2: Restrict allowed item categories for the document type
  • Step 3: Link the new document type to the purchase document configuration to specify valid item category combinations
  • Step 4: Define internal and external number ranges and assign to the new document type
  • Step 5: Make certain fields mandatory in the screen layout and assign a field selection key to the document type

The document provides a business scenario, explanations of configuration settings, and screenshots demonstrating the SAP configuration steps in detail. In summary, it covers the key SAP MM customizations required for setting up a specialized PO document type.

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SAP S/4HANA MM Pricing Procedure: Configuration Overview and Key Steps

This PDF document provides an end-to-end view of configuring a custom pricing procedure in SAP S/4HANA Materials Management (MM) module. The pricing procedure is used to combine different charges like gross price, freight, discounts, surcharges, taxes etc.

Following list of pricing procedure steps are covered in the document:

  • Setting up the calculation schema
  • Defining condition types such as taxes
  • Defining schema groups for suppliers and purchasing organizations
  • Assigning schema groups to purchasing organizations
  • Determining calculation schema for standard purchase orders
  • Assigning condition types to calculation schema
  • Assigning schema group to business partner
  • Validating pricing procedure in purchase order
  • Maintaining condition tables
  • Defining access sequences
  • Assigning access sequence to condition types
  • Maintaining condition records

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