SAP MM Training

1
SAP MM Training

• Master Data

2
Agenda

• Material Master
• Create Change Display Reporting
• Vendor Master - Purchasing
• Create Change Display Reporting
• Alternate Delivery Address Creation

3
What Does a Material Master Do?

• Material masters allow
• SAP to record specific transactions for a
  material
• SAP to store inventory balances and values for a
  material
• Material masters also facilitate data entry for
  purchasing.

4
Whats on a Material Master?

• The material master is comprised of views
  segments of material data that are specific to
  certain applications
• Basic Classification
• Purchasing Storage
• Accounting

5
How Do My Materials Get Into SAP?

• If the University is using material masters from
  Day 1, the university will provide SyTEC with a
  data-load spreadsheet indicating what materials
  will be loaded.
• Any new materials post-go-live will be managed
  locally at the University.

6
What Do I Need to Know Before Creating?

• If possible, check to see if a similar material
  master already exists that can be extended to
  your University
• If none exists, then the user should know the
  description and other details of the material

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How Do I Enter a Material Master?

• In SAP, you can get to the Material Master create
  transaction two ways
• Use the menu path
• Logistics -gtMaterials Management -gt Material
  Master -gt Material -gt Create (General) -gt
  Immediately
• -OR-
• Use transaction code MM01
• in the dialog box

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How Do I Create a Material Master?

• On the initial screen, only two entries are
  required
• These are the only values that are to be used

9
How Do I Create a Material Master?

• On the next screen, a list of views is presented
• These views organize the data entry

10
How Do I Create a Material Master?

• On the next screen, the organizational level box
  is presented
• The organizational level box should be completed
  with the users University code (plant) and at
  least the receiving or main storage location

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How Do I Create a Material Master?

• Basic Data 1 screen
• Enter the description, base unit of measure and
  material group

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How Do I Create a Material Master?

• Classification
• screen
• Enter material class 001, choose class
  legacymaterial and enter the legacy material
  number for your university, if applicable

13
How Do I Create a Material Master?

• Purchasing Screen
• Enter purchasing group, order unit and order unit
  indicator

14
How Do I Create a Material Master?

• Purchase Order Text Screen

15
How Do I Create a Material Master?

• Plant data/storage 1 Screen
• Fixed bin and unit of issue can be entered here

16
How Do I Create a Material Master?

• Accounting 1 Screen
• The valuation class and moving price are entered.

17
How Do I Create a Material Master?

• Additional Data Screen
• Select the Basic Data Text tab to enter
  additional description for the material

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When the Data Entry is Finished..

• The material MUST be saved.

19
Exercises

20
When Do I Use Change or Display?

• MM02 Change Material Master is used to make
  changes to existing material master data.
• MM03 Display Material Master is used when no
  changes are needed, but information related to
  the material master is required

21
How Do I Look Up a Material?

• Use the matchcodes
• Use the wildcards

22
How Do I Delete a Material Master?

• Contact SyTEC

23
How Do I Delete a Material Master?

• Enter the material, plant and storage location
  and the date on which the deletion is to be
  effective

24
How Do I Delete a Material Master?

• The user can specify at which level the material
  is to be flagged

25
When the Data Entry is Finished..

• The material MUST be saved.

26
Exercises

27
What is a Vendor Master Record?

• A data record containing all the information
  necessary for any contact with a certain vendor,
  in particular for conducting business
  transactions.
• This information includes, for example, address
  data and bank data.

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What Kind of Vendor Masters?

• SSHE is using two kinds of vendor masters in the
  purchasing process
• Purchasing
• Accounts Payable

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How Are These Vendors Used?

• A purchasing vendor is referenced on a purchase
  order and is linked, through partner functions,
  to an Accounts Payable vendor
• Accounts Payable has the functional
  responsibility for maintaining accounts payable
  vendors

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How Do I Create a Purchasing Vendor Master?

• In SAP, you can get to the Purchasing Vendor
  Master create transaction two ways
• Use the menu path
• Logistics -gtMaterials Management -gt
• Material Master -gt Vendor -gt
• Purchasing -gt Create
• -OR-
• Use transaction code MK01
• in the dialog box

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How Do I Create a Purchasing Vendor Master?

• Enter Purchasing Organization and Account Group
• These values will always remain the same

32
How Do I Create a Purchasing Vendor Master?

• Enter basic vendor contact information

33
How Do I Create a Purchasing Vendor Master?

• Enter tax identification information

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How Do I Create a Purchasing Vendor Master?

• Enter Purchasing Organization information

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How Do I Create a Purchasing Vendor Master?

• Enter Partner Function information
• Click on data
• retent at plant
• level allowed

36
How Do I Create a Purchasing Vendor Master?

• Click on Alternative Data button

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How Do I Create a Purchasing Vendor Master?

• Enter your university (plant) number and check
  partner functions

38
How Do I Create a Purchasing Vendor Master?

• The partner functions screen for the plant is
  displayed

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How Do I Create a Purchasing Vendor Master?

• Vendor texts are entered, using Extras -gt Text

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How Do I Create a Purchasing Vendor Master?

• Vendor classifications for services and legacy
  vendor numbers are also available Environment
  -gt Classification

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When the Data Entry is Finished..

• The purchasing vendor master MUST be saved.

42
How Does the Partner Function Look?

• Non-plant reference
• Plant reference

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How Do I Use an Existing Vendor?

• Add the partner function entry for your plant

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How Do I Use an Existing Vendor?

• Follow the same procedure as in the Create process

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When the Data Entry is Finished..

• The vendor master MUST be saved.

46
Exercises

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How Do I Find My Universitys Vendors?

• Custom Report Transaction ZM08
• To see only purchasing vendors with their AP
  vendor links, make the above entries

48
How Do I Use Classification to Look Up My Vendor?

• Choose the look-up by Class in the drop-down

49
How Do I Use Classification to Look Up My Vendor?

• Enter LEGACYVENDOR for class 010
• Enter your legacy
• vendor number
• in your
• universitys
• space.

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How Do I Use Classification to Look Up My Vendor?

• The vendor number is displayed.

51
Exercises

52
How Do I Create an Alternate Delivery Address?

• An alternate address can be created manually, if
  its to be used one time only.
• A frequently used
• delivery address
• can be created
• with a master
• record, using
• transaction code
• MEAN

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How Do I Create an Alternate Delivery Address?

• Enter the address details for the address master
  record

54
How Do I Get Help?

• If you run into problems with the materials
  covered in this training course or need
  additional information, you can do contact your
  Campus Help Desk

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End of MM Master Data

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