PM in SAP S/4HANA: Presentation for Basics

This PDF document provides an overview of SAP S/4HANA Plant Maintenance functionality and key processes at a basic level. Plant Maintenance in SAP is used to manage and maintain technical objects such as machines, vehicles, and other equipment.
Key topics covered in the document:

  • Introduction to Plant Maintenance
  • Organization Structure – overview of key organizational units like client, company code, plant, planner group
  • Master Data – Functional Locations, Equipment, Bill of Materials, Task Lists, Work Centers, Measuring Points
  • SAP Plant Maintenance Processes with Flow Charts:
  • Work Clearance Management (Permit to Work) Process in SAP PM

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Document Splitting Configuration in SAP S/4HANA

Document splitting is a feature in SAP that automatically splits line items in documents based on configured dimensions or to allow zero balancing. This enables drawing financial statements at various dimensions like profit centers.
In this PDF document, you will find instructions for the following list of steps required to configure Document Splitting in SAP:

  1. Classify G/L accounts for document splitting by assigning item categories.
  2. Classify document types for document splitting by assigning business transactions and variants.
  3. Define a zero-balance clearing account to post any additional clearing items.
  4. Define document splitting characteristics for GL accounting like zero balancing, mandatory fields.
  5. Define document splitting characteristics for Controlling.
  6. Activate document splitting at the client level. It applies to all company codes unless specifically deactivated.

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Managing Payments and Bank Reconciliation in SAP: A Back-to-Basics Tutorial

SAP banking module covers the entire payment cycle – right from integration with bank accounts, to processing payments, to reconciliation.
This is a training PDF document that covers banking and payment processes in SAP. It provides an overview of major day-to-day transactions, important terminology, configuration steps, and demos for bank reconciliation statements.

Key Points covered in the document are:

  • Questions to ask the customer (business) and bank to understand requirements for setting up bank integration and payments.
  • Important SAP terminologies like house bank, bank key, payment methods, manual and electronic bank statements.
  • Configuration steps for setting up bank keys, bank GL accounts, payment program, check lots.
  • Demo transactions for payments like vendor, customer, and shows how accounting entries are passed.
  • The need for bank reconciliation and types like manual and electronic BRS.
  • Different connection methods between bank and SAP like API, SFTP, Bank tool are explained. Configuration for electronic Bank Reconciliation Statements (BRS) using one of these methods is shown.

In summary, this training document provides end-to-end details on setting up and processing payments in SAP, right from gathering business requirements to system configuration, transaction postings, reconciliation with banks using manual or electronic BRS based on connection method.

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Stock Transfer Process in SAP S/4HANA

This document provides an overview of the complete cycle of the Stock Transfer Process in SAP S4H. The process includes the creation of a reservation, reservation approval, transfer posting, and placement in storage.

The following are the key processes involved in the Stock Transfer Process:

  • Create Reservation:
    • Users can enter the transaction code MB21 or navigate through the menu path to create a reservation.
    • The reservation specifies the materials to be transferred, the quantity to be transferred, and the source and destination plants.
  • Reservation Approval:
    • The reservation goes through multiple approval levels, with notifications sent to the respective approvers.
    • This ensures that only authorized personnel can approve stock transfers.
  • Transfer Posting:
    • Users can use the transaction code MIGO to handle transfer postings.
    • The transfer posting records the movement of materials from the source plant to the destination plant.
  • Place In-Storage:
    • This process involves selecting the “Place in Storage” option in the MIGO transaction and entering the relevant material document.
    • This ensures that the materials are physically placed in the destination plant’s storage location.

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Goods Return Process in SAP S/4HANA

This document provides an overview of the complete cycle of the Goods Return Process in SAP S4H. The process includes the creation of a Return Purchase Order, Return Delivery, Quality Rejection, and creation of a Credit Memo.
The following are the key processes involved in the Goods Return Process:

  • Vendor Return Delivery – Quality Return (Movement Type – 124):
    • Quality Inspection using transaction code QE51N.
    • Creation of Gate Pass.
  • Vendor Return Delivery – After Quality Acceptance & Before Invoice Posting (Movement Type – 122):
    • Return Delivery using transaction code MIGO.
    • Creation of Gate Pass.
  • Goods Return with Return Purchase Order (Movement Type – 161):
    • Creation of Return Purchase Order using transaction code ME21N.
    • Return Purchase Order Release through a multi-level approval process.
    • Return Delivery using transaction code MIGO.
    • Credit Memo creation using transaction code MIRO.
    • Creation of Gate Pass.

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Business Process Manual for Material Procurement (Stock) in SAP S/4HANA

This sample manual [114 Pages PDF] is designed to guide users through the Material Procurement (Stock) processes within the SAP S/4HANA system.

Here’s a summarized overview of the Material Procurement (Stock) Process document:

  • MRP & Purchase Requisition Creation: Run MRP using MD02 transaction code and create Purchase Requisitions automatically via ME52N transaction code.
  • Purchase Requisition Approval: The requisition goes through multiple approval levels.
  • Request for Quotation (RFQ): Users can create or change RFQs using transaction code ME41.
  • Quotation Approval: Quotations are approved through multiple levels.
  • Purchase Order Creation: Purchase orders are created using transaction code ME21N.
  • Purchase Order Approval: Similar to requisitions, purchase orders also undergo multi-level approvals.
  • Inbound Delivery Creation: Inbound deliveries are created using transaction code VL31N.
  • Gate Entry Creation
  • Quality Inspection: Quality inspections are conducted using transaction code QE51N.
  • Invoice Verification: Invoices are verified using transaction code MIR7.
  • Invoice Approval: Parked invoices are approved through multiple levels.

The manual covers various other details, including specific transaction codes, navigation paths, roles, and step-by-step instructions for each process.

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Breakdown Maintenance Process in SAP PM : End Users Guide (144 Pages PDF)

This SAP User Manual for Breakdown Maintenance(144 pages PDF) provides a comprehensive guide to managing breakdowns and maintenance within the SAP PM system. By following this manual, users can fully manage breakdown processes including equipment selection, notification creation, purchase requisitions, invoice verification, order confirmation, and vendor payment using key SAP transactions for each process.

Key Breakdown Maintenance processes covered in the document are:

  • Equipment Selection: Can be done through various searching parameters using function keys or icons.
  • Notification Creation: Involves entering details like malfunction start date and time, selecting causes, and saving the notification.
  • Purchase Requisitions and Orders: Managed using ME52N, ME23N, and other transactions, including approval workflows.
  • Invoice Verification: Handled through MIR7, including tax details and payment tabs.
  • Order Confirmation and Status Updates: Includes steps like technical closure, status confirmation, and order saving.
  • Vendor Payment: Outlines the process of vendor outgoing payment using F-53 and related transactions .
  • Asset Transfer and Gate Entry: Describes the process of transferring assets within company codes and creating gate entries.
  • Reports and Closure: Includes steps for settlement to cost centers, order closure, and printing checks .

This manual covers the entire breakdown maintenance process cycle end-to-end within SAP, using key transaction codes, and provides detailed instructions for each step involved in the process.

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