wm project approach reporting

TABLE OF CONTENTS

1. Overview 4

2. Summary 5

2.1 SAP Business Scenarios 5

2.2 Transaction codes 5

2.3 Change Management 7

3. Procedures 8

3.1 Storage Bin Reporting 83.1.1 List of Empty Bins 8

3.1.2 Bin Status Report 11

3.1.3 Capacity Used Report 15

3.1.4 Fixed Bin Information List 18

3.2 Materials Reporting 213.2.1 Stock per Material Report 21

3.2.2 Stock Overview Report 25

3.2.3 WM Stock List 28

3.2.4 Evaluation of Material Movement Frequency 32

3.2.5 Expiration Date Information List 34

3.3 Hazardous Material Reporting 383.3.1 Fire Department Inventory List 39

3.3.2 Analysis: Correct Storage of Hazardous Materials 41

3.3.3 Warehouse Index according to Accident Regulations 43

3.4 WM Documents Reporting 473.4.1 Transfer Requirement Overview 48

3.4.2 Evaluation of Movement per Storage Type 52

3.4.3 Transfer Orders Document Overview 55

3.4.4 Transfer Orders Detailed Overview 58

3.4.5 Transfer Orders with Differences 63

3.4.6 Evaluation of Material Movement Frequency 65

3.5 WM Stocktake Reporting 673.5.1 Stocktake Differences per Storage Type 67

3.5.2 Statistics for Stocktake Differences 70

3.5.3 Stocktaking Status 73

3.6 Stock Comparison (WM vs. IM) 773.6.1 Stock Comparison IM/WM 77

3.7 Standard Analyses (Warehouse Info System) 813.7.1 Analysis: Stock Placement/Removals 81

3.7.2 Analysis: Quantity Flow 85

3.7.3 Analysis: Material Stock Placement/Removal 90

3.7.4 Analysis: Material Quantity Flow 93

3.7.5 Analysis: Movement Type 97

4. Unit Testing 101

4.1 Test Scenario 1: Storage Bin Reporting 101

4.2 Test Scenario 2: Materials Reporting 102

4.3 Test Scenario 3: Hazardous Material Reporting 103

4.4 Test Scenario 4: WM Documents Reporting 103

4.5 Test Scenario 5: WM Stocktake Reporting 104

4.6 Test Scenario 6: Stock Comparison (WM vs. IM) 105

4.7 Test Scenario 7: Standard Analyses 105

1. OVERVIEW

Context

This workbook includes the standard SAP reports available in the Warehouse Management (MM-WM) module. At this stage, it is anticipated that the standard reports will meet BUSINESS’s requirements. Note that, these reports will only be available to PLANT sites implementing the WM functionality.

Background

The SAP WM module provides standard reports for use. Most of these are accessed via the WM application menu paths, under “…> Evaluations > ….” .

What is covered

The following reporting features in SAP WM module is included:1.Standard evaluation reports provided within the WM

application2.Warehouse Info System (sub-set of LIS)3.Stock Comparison between WM and IM

What is not covered

Reports in Warehouse Management which functionality is not being used by BUSINESS, for example:

Storage Unit Management reports Decentralised systems reports

2. SUMMARY

2.1 SAP Business Scenarios

Business Scenario Title1.Storage Bin Reporting2.Material Reporting3.Hazardous Material Reporting4.WM Documents Reporting5.WM Stocktake Reporting6.Stock Comparison (WM vs. IM)7.Standard Analyses (Warehouse Info

System)

2.2 Transaction codes

Transaction Title Transaction Code1. List of Empty Bins LX012. Bin Status Report LX033. Capacity Used Report LX044. Fixed Bin Information List LX29

1. Stock per Material Report LS242. Stock Overview Report LS263. WM Stock List LX024. Evaluation of Material Movement Frequency LX145. Expiration Date Information List LX27

1. Fire Department Inventory List LX062. Analysis: Correct Storage of Hazardous

MaterialsLX07

3. Warehouse Index according to Accident Regulations

LX08

1. Transfer requirement Overview LX092. Evaluation of Movement per Storage Type LX103. Transfer Orders Document Overview LX114. Transfer Orders Detailed Overview LX125. Transfer Orders with Differences LX136. Evaluation of Material Movement Frequency LX14

Transaction Title Transaction Code1. Stocktake Difference per Storage Type LX172. Statistics for Stocktake Differences LX183. Stocktaking Status LX25

1. Stock Comparison IM/WM LX23

1. Analysis: Stock Placement/Removals MCL12. Analysis: Quantity Flow MCL53. Analysis: Material Stock Placement/Removal MCL94. Analysis: Material Quantity Flow MCLD5. Analysis: Movement Types MCLH

2.3 Change Management

When using WM, each warehouse is set up individually. All plants to implement WM should have appropriate training to use the system effectively. Plant employees will need to be familiar with SAP terminology.

3. PROCEDURES

3.1 Storage Bin Reporting

About Storage Bin Reporting

Storage bins are the smallest addressable unit in the warehouse. It identifies the exact location in the warehouse where goods are stored or can be stored. Each storage bin is created for a storage type and belong to a specific storage section. It contains details like, storage bin type, the capacity (if used) and other parameters.

The following storage bin reports are available in SAP:1.List of Empty Bins2.Bin Status Report3.Capacity Used Report4.Fixed Bin Information Report (if fixed bins used)

3.1.1 List of Empty Bins

Why?

To obtain a list of empty storage bins in the warehouse.Before you start

You may display empty bins for the entire warehouse or for a range of storage types within the warehouse.

You may want to determine which warehouse or storage types you want to display empty bins for.

How?

Menu path Logistics > Logistics Execution > Internal Whse Processes > Bins and Stock > Display > List of Empty Storage Bins

Transaction code

LX01

List of Empty Bins: Selection Screen

Use this screen to specify the selection criteria for the report you are executing.

Field Value (What is done)

Reason (Why)

Warehouse number

Enter ‘IN1’ for Plant1 and ‘IN2’ for Plant2

The warehouse number identifies the physical warehouse structure which is set up in the system

Storage Type Enter the storage type range to limit your selection if required

The storage type represents a sub-division of the warehouse which you are processing for

Storage bin Enter the storage bin range if you want to further limit your selection

The storage bin identifies the coordinates of the storage unit which goods are/can be placed

Only unblocked bins

Mark this indicator to display only empty bins which are not blocked

Storage bins can be blocked (see WPIC10-15). This indicator is defaulted as marked. Remove if relevant.

Only bins w/o inventory count

Mark this indicator to display only empty bins with

Storage bins are updated with a status when


Reason (Why)

no stocktaking (inventory) record

stocktaking has occurred (see WPIC10-10)

Options

Select <Dynamic selections> for more selection criteria, if required. A list of additional selection fields will appear. Choose the relevant criteria and specify the values. Save your dynamic selection criteria and go back to the main selection screen.Select <Execute> to continue.

List of Empty Bins: Data Screen

This screen displays the list of empty bins according to the selection criteria you have specified.


Reason (Why)

WNo The warehouse number where the empty storage bins are located

The warehouse number identifies the physical warehouse

Ty. The storage type where the empty storage bins are located

The storage type identifies the sub-division of the warehouse complex

Sec The storage section which the empty bins belong to

The storage section identifies the sub-division of the storage type

Stor.bin The empty storage bin coordinates are displayed

The storage bin identifies a bin space in the physical warehouse

Invent. Inventory The inventory


Reason (Why)

(stocktake) dates and parameters are displayed for each empty bin if relevant

(stocktake) data for the storage bin

Block: The blocking reasons and indicator is displayed for each empty bin if relevant

Blocking details for the storage bin

Options

Select List > Print from the menu path if you want to print a copy of the report. Select <Back> to go back to the previous screen.Select <Exit> to exit this report.

3.1.2 Bin Status Report

Why?

To display the occupancy status of a range of storage types and storage bins in the warehouse.

Before you start

Consider the selection criteria you want to use to execute the report for.

How?

Menu path Logistics > Logistics Execution > Internal Whse Processes > Bins and Stock > Display > Bin status report

Transaction code

LX03

Bin Status Report: Initial Screen

Use this screen to specify the selection criteria for the bin status report.


Reason (Why)

Warehouse number







Inventory method

Enter the inventory method if you want to limit the selection using this criteria

BUSINESS is using continuous inventory for stocktaking

Only bins with stock indicator

Mark this indicator if you only want to list

Indicator controls whether storage bins without stock will be displayed or not


Reason (Why)

bins with stock

Stock category

Enter the stock category if you want to limit the display using this criteria

The category uniquely identifies the status (eg. quality, returns, blocked) of the stock

Days since stock placement

Specify the number of days (range) since a stock placement has occurred

The system will check for the number of days the stock has been placed between the lower limit and upper limit of days specified

Options

Select <Dynamic selections> for more selection criteria, if required. A list of additional selection fields will appear. Choose the relevant criteria and specify the values. Save your dynamic selection criteria and go back to the main selection screen.Select <Execute> to continue. Bin Status Report: Data Screen

This screen displays the bin status report for all the storage bins which meets the selection criteria you specified. Within the selected storage type and warehouse, the system displays whether or not each storage bin is empty or occupied.

If the storage bin is occupied, the system displays the material and the number of days the material has been in the storage bin.


Reason (Why)

Ty. The storage type is displayed

The storage type identifies the sub-division of the warehouse

Stor.bin The storage bin is displayed

The storage bin identifies the bin space in the warehouse where stock can be placed

Material The material which exist in the storage bin

The material number identifies a stock item uniquely in the system

Plant The plant where the quant exist

The plant code identifies the site where the material belongs to

Batch The batch number of the material is displayed if batch managed

The batch number identifies a specific lot of the material

C Stock category of the material is displayed

The stock category identifies the status (e.g. quality, blocked, returned, etc)

S Special stock indicator of the quant if relevant

Special stock (consignment, sales order, etc) is differentiated using this indicator

Dur The duration since the material has

This shows the number of days since the material


Reason (Why)

been placed has been in the storage bin

Options

To display a storage bin record, position the cursor on a storage bin in the list and select <Storage bin>. To display a quant in the storage bin, select <Stock>. You can also select Statistics, Bin sectioning and Inventory from the Storage Bin display screen.

To display a quant, position the cursor on a storage bin in the list and select <Quant>. From the quant display screen, you can also select <Inventory> or <Additional data> for stock movement information.

When you have finished, select <Exit> to terminate this transaction or <Back> to return to the previous screen.

To print the report, select <Print> and specify the print parameters.3.1.3 Capacity Used Report

Why?

To report on the current capacity used within the warehouse.

Before you start

Consider the selection parameters you want to execute this report for.

How?

Menu path Logistics > Logistics Execution > Internal Whse Processes > Bins and Stock > Display > Capacity Load Utilization

Transaction LX04

code

Capacity Used per storage type: Selection Screen

Use this screen to specify the selection criteria you want to execute the report for.


Reason (Why)

Warehouse number

Enter ‘IN1’ for Plant1 and ‘IN2’ for Plant2.






Only unblocked bins indicator

Mark this indicator to limit selection to only unblocked bins

If this indicator is set, only unblocked bins will be displayed.

Print storage type overview indicator

Mark this indicator if you want the overview page to appear. Defaults to marked, change if necessary

If this indicator is set, the system displays a summary overview of the selected storage types at the top of the capacity list

Options

Select <Dynamic selections> for more selection criteria, if required. A list of additional selection fields will appear. Choose the relevant criteria and specify the values. Save your dynamic selection criteria and go back to the main selection screen.Select <Execute> to continue.Warehouse Capacity Used: Overview Screen

This screen displays the storage capacity information for the storage types selected. You will see a summary overview by storage type at the top of the page, followed by a detailed analysis by sections and bin types.


Reason (Why)

Ty. The storage type number is displayed


Storage type description

The storage type description is displayed

The description of each storage type is additional information

Occupied The number of bins occupied in the storage type

Capacity information

Empty The number of storage bin empty in the storage type


Occupied (%) The percentage of storage bins occupied


Capac.used (%)

The percentage of capacity used


Options

To display details about the storage type, select <Storage type details>. To display all storage bins in a storage type, position the cursor on the summary line at the top of the list and select <List of storage bins>.To display all storage bins belonging to a specific bin type, position the cursor on the desired bin type and select <List of storage bins>.To display the percentage of bins occupied and the capacity used in a storage type as a two- or three-dimensional colour graphic, position the cursor on the desired information line and select <Graphic>.To print any of the information in the reports described above, select <Print>.

3.1.4 Fixed Bin Information List

Why?

To evaluate how fixed bins in the fixed storage types within the warehouse is occupied.

Before you start

Note that this report only includes fixed bin warehouses. At least one other selection criterion should be activated.

How?

Menu path Logistics > Logistics Execution > Internal Whse Processes > Bins and Stock > Display > Fixed storage bins

Transaction code

LX29

Fixed Bin Information List: Selection Screen

Use this screen to specify the selection criteria for this report.


Reason (Why)

Warehouse number







Selection criteria for fixed bin evaluation

Mark the relevant selection criteria if required

These additional selection criteria further limits the display list

Options


Fixed Bin Information List: Overview Screen

This screen displays the list of storage bins which meets the criteria you have specified on the previous screen. Remember, only fixed bins will be displayed in this report.


Reason (Why)

Ty. The storage type which the fixed bins are attached to

The storage type identifies a sub-division of the warehouse complex.

Stor.bin The storage bin which meets the criteria you specified is displayed

The storage bin is the smallest unit in the warehouse where goods are stored or can be stored

Options

Select <Print> to print the report. Select <Exit> to end this report or <Back> to go back to the previous screen.

3.2 Materials Reporting

About Materials Reporting

Items are identified in the system using a material master record. A material number is assigned and this will be used consistently throughout the system to represent the item. The existence of a quantity of a material of a particular batch in a particular storage bin in the warehouse is known as a quant.

The following standard materials reports are available in SAP:

1.Stock per Material report2.Stock Overview report3.WM Stock List4.Evaluation of Material Movement Frequency

5.Expiration Date Information List

3.2.1 Stock per Material Report

Why?

To display stock information per material in a particular plant.

Before you start

Identify the material number, plant, stock category, etc which you want to execute this report for.

How?

Menu path Logistics > Logistics Execution > Internal Whse Processes > Bins and Stock > Display > Bin stock per material

Transaction code

LS24

Stock per Material: Initial Screen

Use this screen to specify the details for the material you want to display stock information for.


Reason (Why)

Whse number

Enter ‘IN1’ for Plant1 and ‘IN2’ for Plant2. Use matchcode to select, if required

The warehouse number identifies a physical warehouse structure in the system

Material Enter the material number of the

The material number identifies a specific item in the system


Reason (Why)

item you want to display stock for.

Plant Enter the appropriate plant code

The plant code identifies a manufacturing/distribution site in the system

Stock category

Defaults to ‘*’. This means all stock category will be displayed. You can limit the display to specific category if required

Use the <possible entries> button to display all relevant stock categories

Special stock Defaults to ‘*’. This means that all special stock will be displayed. You can limit the display to specific special stock if required

Use the <possible entries> button to display relevant special stock indicators.

Batch Enter a batch number if required

The batch number identifies a particular lot of a material if batch managed.

Additional selection criteria

Enter any additional criteria, eg. storage type, storage bin, etc if required

You can use the additional selection criteria to further limit your display

Options

Select <Enter> to move to the next screen

Stock per Material: Overview Screen

This screen displays the stock information for the material you have selected. On the top, you will see the warehouse, material, plant and total quantity.


Reason (Why)

Typ The storage type where the stock exists is displayed

The storage type is a sub-division of the warehouse

Stor.bin The storage bin where the stock exists is displayed

The storage bin is the smallest unit in the warehouse where goods can be stored

SC The stock category if relevant is displayed

The stock category identifies the status of the stock in the warehouse, eg. quality, return, etc

SS The special stock if relevant is displayed

The special stock indicates that the stock is of a specific nature (eg. consignment, etc)

Total stock The quantity of total stock in the storage bin

Stock information

Available The quantity of stock available in the storage bin

Stock information

GR date The goods receipt date of the quant

Stock information

Batch The batch/lot number relevant

Stock information


Reason (Why)

to the material in the storage bin

For stock placement

The stock awaiting placement (ie. transfer order not yet confirmed)

This shows any quant that is between movements, ie. if a transfer order is created but not yet confirmed for placement.

For stock removal

The stock awaiting removal (ie. transfer order not yet confirmed)

This shows any quant that is between movements, ie. if a transfer order is created but not yet confirmed for removal

Options

Select System> List > Print from the menu path to print the report.

To display a storage bin record, position the cursor on a storage bin in the list and select <Storage bin>. To display a quant in the storage bin, select <Stock>. You can also select Statistics, Bin sectioning and Inventory from the Storage Bin display screen.

To display a quant, position the cursor on a storage bin in the list and select <Quant>. From the quant display screen, you can also select <Inventory> or <Additional data> for stock movement information.

Select <Exit> to end the report or <Back> to move to the previous screen.

3.2.2 Stock Overview Report

Why?

To display stock for a specific material, by plant and storage type.

Before you start

Identify the material number to display stock for.

How?

Menu path Logistics > Logistics Execution > Internal Whse Processes > Bins and Stock > Display > List of Fixed Storage Bins

Transaction code

LS29

Stock Overview: Initial Screen

Use this screen to specify the material you want to display stock for.


Reason (Why)

Whse number



Material Enter the material number of the item you want to display stock for.

The material number identifies a specific item in the system

Plant Enter the appropriate

The plant code identifies a


Reason (Why)

plant code manufacturing/distribution site in the system

Storage Type Enter the storage type if required

The storage type identifies a sub-division of the warehouse complex

Options

Select <Enter> to move to the next screen

Stock Overview: Detailed Screen

This screen displays the stock overview for the material you have specified on the previous screen.


Reason (Why)

Typ The storage type where the stock exists is displayed

The storage type is a sub-division of the warehouse

Plant The appropriate plant code is displayed


S The special stock if relevant is displayed

The special stock indicates that the stock is of a specific nature (eg. consignment, etc)

C The stock category if relevant is displayed

The stock category identifies the status of the stock in the warehouse, eg. quality, return, etc


Reason (Why)

Batch The batch/lot number relevant to the material

Stock information

Qty The quantity of the material of the batch in the storage type

Stock information

For stock plcmnt

The stock awaiting placement (ie. transfer order not yet confirmed)

This shows any quant that is between movements, ie. if a transfer order is created but not yet confirmed for placement.

For stock remvl

The stock awaiting removal (ie. transfer order not yet confirmed)

This shows any quant that is between movements, ie. if a transfer order is created but not yet confirmed for removal

Options

Select <Another material> to execute this display for another item.To display the storage bins where the material is , place the cursor on the item and select <Bin stock>.<Units of measure> allows you to display any alternate unit of measures relevant to this material.If a display line is relevant to special stock, choose <Special stock…> to obtain additional details regarding the special stock quant. Select System > List > Print from the menu path to print the report.

3.2.3 WM Stock List

Why?

To generate a list of materials in the warehouse for a range of storage types and storage bins.

Before you start

None.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Stock > For All Materials

Transaction code

LX02

WM Stock Sorted by Different Criteria: Selection Screen

Use this screen to specify the selection criteria for the stock list is WM.


Reason (Why)

Warehouse number



Storage type Enter the storage type range if required


Storage bin Enter the storage bin range if required

The storage bin identifies the smallest address in the warehouse where goods can be stored


Reason (Why)

Plant Enter a plant range if you want to limit the selection by plant


Goods receipt date

Enter a goods receipt date range to limit your selection by this field

Each quant in WM tracks the goods receipt number.

Stock category

Enter the stock category if you want to limit the selection to this criteria

The stock category identifies whether the stock is under quality inspection, blocked, returns or unrestricted

Sort indicator

Change the sort indicator if necessary

Defaults to ‘1’, ie. according to warehouse, plant and material

Options


WM Stock Sorted by Different Criteria: Details Screen

This screen displays a list of stock items according to the selection criteria you specified on the previous screen.


Reason (Why)

WhN The warehouse The warehouse


Reason (Why)

number you selected is displayed

number identifies a physical warehouse structure in the system

Material The material number of the stock item is displayed

Each stock item is represented in the system via a material number

Plnt The plant which the stock item belongs to is displayed


C The stock category of the stock

Stock information

Batch The batch (lot number) of the stock is displayed

Stock information

Special stock If the item is a special stock (eg. consignment, sales order, etc), the data is displayed

Stock information

Material Name

The material description

Stock information

Ty. The storage type which the stock is stored

Stock information

Stor.bin The storage bin which the stock is located

Stock information

Available stock

The total available quantity of this stock

Stock information

UM The unit of Stock information


Reason (Why)

measure which the quantity is displayed in

GR date The goods receipt date of the item

Stock information

Options

To display quant information, place the cursor on the appropriate line and select <Display Quant>.To display storage bin information, place the cursor on the appropriate line and select (Display storage bin>.Select <Print> to print a copy of this report.

3.2.4 Evaluation of Material Movement Frequency

Why?

To display the movement rate of materials within a storage type (or in all storage types) in the warehouse for a specific time period.

Before you start

None

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Transfer Order > Matl mvmt frequency

Transaction code

LX14

Evaluation of Material Movements per Storage Type Screen

Use this screen to specify the selection parameters for this report.


Reason (Why)

Warehouse number



Transfer order

Enter the transfer order number range to limit the selection if required

The transfer order number identifies the goods movement document within the warehouse

Radio button selection

Select the appropriate radio button for transfer order to be selected

Choice of Only Open, Only Confirmed or All transfer orders

Transfer order date

Enter the date range to select only movements within that period

This selection allows you to consider only movement frequency for a particular period

Storage type Enter a storage type if required


Options

Select <Dynamic selections> for more selection criteria, if required. A list of additional selection fields will appear. Choose the relevant criteria and specify the values. Save your dynamic selection criteria and go back to the main selection screen.

Select <Execute> to continue.

Evaluation of Material Movements per Storage Type: Detail Screen

This screen displays the number of material movements per material for each storage type you selected on the previous screen.


Reason (Why)

Stor.ty. The data is summarised by each storage type

Movement information by storage type

Material Each material with movement in the storage type is displayed

Stock information

Description The material description is displayed

Stock information

No. of movement

The number of movement per material in the storage type

Stock movement frequency information

Options

Select List > Print from the menu path to print the report.

3.2.5 Expiration Date Information List

Why?

To display a list of stock with shelf life expiration dates.Before you start

Consider the selection parameters for the report.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Stock > SLED control list

Transaction code

LX27

Expiration Information List: Selection Screen

Use this screen to specify the selection parameters for the report.


Reason (Why)

Warehouse number



Material Enter the material number range if required

You can limit this analysis to certain material ranges

Plant Enter the plant code range if required

You can limit this analysis to plants linked to the warehouse

Stor.Ty. Enter the storage type range if required

You can limit this analysis to storage types within the warehouse

Selection criteria for SLED

Enter the number days for remaining shelf life and other SLED parameters as necessary

The parameter “Remaining shelf life” determines the upper limit in days for the materials to be selected. This parameter can be interpreted as the


Reason (Why)

total remaining shelf life or the remaining shelf life in the warehouse. If you mark the field “Storage bin and storage unit highlighted”, a detailed list will appear.

Options


Select <Execute> to continue.Overview of Materials with Critical Shelf Life Expiration Date Screen

This screen displays a list of shelf life expiration date information according to your selection parameters on the previous screen by material. For each material subject to shelf life expiration date (SLED), the following details are displayed.


Reason (Why)

Remaining shelf life (Total or warehouse)

Depending on the selection, either the remaining shelf life total (days) or the remaining shelf life

If the remaining days is in negative the system highlights it in red.


Reason (Why)

warehouse (days) is displayed

SLED The shelf life expiration date

If the SLED is in the past, the system highlights it in red.

Ty The storage type the material expiring is located

Stock information

Name The storage type name is displayed

Stock information

Stor.bin The storage bin is displayed (if the indicator is set on the selection screen)

Stock information

C The stock category is displayed if relevant

Stock information

S Special stock indicator is displayed if relevant

Stock information

No units The stock quantity for the line item

Stock information. The system also totals the number of units by material.

Options

Select <Print> to print the report.

3.3 Hazardous Material Reporting

About Hazardous Material Reporting

In the SAP system, a separate hazardous material master record can be created in the WM system to represent hazardous material types that are deemed hazardous.

The hazardous material master is then linked to the material master record by specifying the hazardous material number on the Storage or Warehouse View.

When a material master record is linked to a hazardous material record and the hazardous material storage checks have been activated, characteristics defined in the hazardous material record are then taken into consideration for storage type and storage section search. Several material masters can be linked to the same hazardous material (with same properties and characteristics).

The hazardous material functionality is used purely to facilitate the storage type and storage section search. Note: Dangerous goods may not be the same as a hazardous material. The hazardous material master does not sufficiently cater for dangerous goods (DG) information. Therefore, DG information will be tracked using the Classification functionality for material.

Where the hazardous material master is set up in WM, the following standard reports are available:

1.Fire Department Inventory List2.Analysis: Correct Storage of Hazardous Materials3.Warehouse Index according to Accident Regulations

3.3.1 Fire Department Inventory List

Why?

To obtain an inventory list for the fire department which includes information on storage class, water pollution class (WPC), etc.

Before you start

Consider the selection parameters required for this report.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Stock > Hazardous Material > Fire dept inv. list

Transaction code

LX06

Fore department inventory list : Selection Screen

Use this screen to specify the selection parameters for the report.


Reason (Why)

Warehouse number





Fire containment

Enter the fire containment

A storage bin can be assigned to a fire-


Reason (Why)

sections section range if relevant

containment section indicator. You can then provide this report by fire-containment sections.

List by storage type indicator

Mark this indicator if you want the report to be listed according to storage type as well as fire-containment sections

List selection option

Unit of weight

You can specify a unit of weight for the report if required

Additional selection option

With decimal places indicator

Mark this indicator if you want the decimal places to be displayed as well

This is to facilitate extremely hazardous items in small quantities in the warehouse

Options


Fire Department Inventory List: Data Screen

This screen displays the fire department inventory list including information on storage class, water pollution class

and amount of water pollutants for the hazardous material in the warehouse.

Options


3.3.2 Analysis: Correct Storage of Hazardous Materials

Why?

To obtain a report to check if hazardous materials are stored correctly. It identifies the errors in the following situations:

when hazardous materials are stored in storage types managed specifically for non-hazardous materials

when a material cannot be stored in a desired storage type based on the water pollution class

when a material cannot be stored in a desired storage type based on the storage class

when a material with a specific water pollution or storage class cannot be stored in the corresponding storage section based on the storage section search defined

when a material with a specified storage section indicator cannot be stored in the desired storage type based on the storage type search defined

Before you start

None

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Stock > Hazardous Material > Check Goods storage

Transaction code

LX07

Analysis: Correct Storage of Hazardous Material: Selection Screen



Reason (Why)

Warehouse number






You can limit this analysis to storage bins within the warehouse

Options


Analysis: Correct Storage of Hazardous Material: Detail Screen

This screen displays a log of the storage types checked and the ones with errors found by material.


Reason (Why)

Ty. The storage type which the hazardous item

Stock location


Reason (Why)

is foundStorage type name

The corresponding storage type name

Stock location information

Checked bins Number of bins checked for this analysis

Stock check information

correct Number of bins with items correctly placed


incorrect Number of bins with items incorrectly placed


Options


3.3.3 Warehouse Index according to Accident Regulations

Why?

Note: This is a standard SAP report which allows hazardous substance for hazardous goods to be reported accordingly.

Before you start

Hazardous material master has been set up (with hazardous substance warning codes, etc) and assigned to material master accordingly.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Stock

> Hazardous Material > Haz.substance listTransaction code

LX08

Warehouse Index according to Accident Regulations: Selection Screen



Reason (Why)

Warehouse number






You can limit this analysis to storage bins within the warehouse

Fire-containment section

Enter the fire containment section range if relevant

A storage bin can be assigned to a fire-containment section indicator. You can then provide this report by fire-containment sections.

Options


Select <Execute> to continue.

Warehouse Index according to Accident Regulations: Detail Screen

This report a warehouse index based on the effect of fire-fighting measures in terms of the danger posed by hazardous materials in the warehouse.

This report lists the goods by the concentration, hazardous material warnings, aggregate state and quantities. For this report, materials are only selected from storage types that are defined as storage types for hazardous materials in the WM system.


Reason (Why)

Material The material number by which the item is known as in the system

Stock information

Short text The material short description is displayed

Stock information

Class The storage class this material is subject to

Hazardous material information

W The water pollution class (WPC) that this material is subject to


Disall.fire-ext.agents

Any hazardous warning text which accompanies this material


Quantity The quantity (and unit of measure) of this

Stock information


Reason (Why)

item in the warehouse

Haz.no. Any hazardous substance number contained in this material


Conc. The corresponding concentrate for the hazardous substance


Haz.mat.warnings

Any additional warning text relevant


Aggregate state

The aggregate state which this item is at (eg. fluid, gas, solid)


Options


3.4 WM Documents Reporting

About WM Documents Reporting

The following documents are relevant in the WM system in SAP:

transfer requirements transfer orders posting change notices

Transfer requirements are goods movement requests that are mainly automatically created by transactions in other SAP modules.

For example, when a goods receipt document is posted in Inventory Management, a corresponding transfer requirement detailing the material, quantity and movement parameters is created.

Similarly, when a delivery in Sales and Distribution (SD) is created, a corresponding transfer requirement is created automatically for picking. All this will happen provided the plant and storage location is activated for WM processing.

A posting change notice on the hand; is used to show a change in information about the stock itself. A posting change generally refers to a book-keeping change (for example, the change in stock category or special stock information). Usually, the goods itself remain in the same physical location.

Posting changes are also raised automatically in the background triggered by a transaction, primarily in Inventory Management.

Both transfer requirements and posting changes are then converted to a transfer order, which is a document used to support every movement in the warehouse. It contains all the

important movement data, such as the material, quantity, storage bins involved, etc.

In some cases, transfer orders can be set to be generated automatically from posting changes and transfer requirements.

The following standard SAP WM document reports are available:

1.Transfer requirement overview2.Evaluation of movement per storage type3.Transfer order document overview4.Transfer order detailed overview5.Transfer order with differences6.Evaluation of material movement frequency3.4.1 Transfer Requirement Overview

Why?

To obtain an overview of all transfer requirements raised for a particular warehouse.

Before you start

Consider the selection criteria required for the report.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Transf.Requirement > Document overview

Transaction code

LX09

Transfer Requirement Overview: Selection Screen



Reason (Why)

Warehouse number



TR number Enter the transfer requirement number range if known

Each transfer requirement in the system is assigned a unique document number

Parameters for TR selection

Select from open, partially completed and completed transfer requirements

Transfer requirements are considered complete when a transfer order exists for all its line items

Transfer type Enter the transfer type (or range) if you want to limit by this criteria

Standard transfer types set in the system are removal, placement, posting change or warehouse supervisor.

WM movement type

Enter the movement type (or range) to limit by this criteria

Note that this is the WM movement which is not the same as the movement type used in Inventory Management (although in most cases, the same numbers are used)

Transfer requirement date

Enter the date range to further limit your

It is useful to limit the list to, say, current month.


Reason (Why)

selectionTransfer priority

Enter a priority to which the transfer requirements are to be processed, if required

The smaller the number the higher the priority

Options


Transfer Requirements with processed quantities as percentages: Details Screen

This screen displays a list of transfer requirements (according to your selection) with amounts as percentages.


Reason (Why)

WNo The warehouse number for which the TR is raised

TR information

TR number The TR TR informationMTy The movement

type in this TRTR information

I The priority if relevant (not used)

TR information

T The transfer type indicator

TR information

Typ The interim storage type which the TR

TR information


Reason (Why)

refers toStor.bin The storage bin

(usually an interim bin, or dynamic bin)

TR information

Mat.doc. The material document which this TR is generated for

TR information

Requirement The requirement number relating to this TR, eg. PO number

TR information

TR date The date the transfer requirement is created

TR information

Item The sequence number within the transfer requirement

Stock information

Material The material number relevant to the item being moved

Stock information

Plant The plant code which the stock movement applies

Stock information

Batch Batch required for this TR movement

Stock information. If blank, this means the batch will be determined in WM

C Stock category relevant to this item

Stock information

Special stock Special stock details if relevant to this item

Stock information

TR qty Transfer TR information


Reason (Why)

requirement quantity for this item

TO qty Transfer order quantity processed for this item

TO information

% proc Indicates percentage completion of the TR

TR information

Comp. Indicates if TR is completed

TR information

Options

To drill down to the TR details, place the cursor on a TR line and select <Display TR>.Select <Print> to print the report.

3.4.2 Evaluation of Movement per Storage Type

Why?

To obtain a list of stock placement and removal numbers for a storage type (or all storage types) in the warehouse.

Before you start

None

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Transfer Order > Movement/stor.type

Transaction code

LX10

Evaluation of Movements per Storage Type: Selection Screen



Reason (Why)

Warehouse number



Transfer order

Enter the transfer order number range if known

Each transfer order in the system is assigned a unique document number

TO selection radio buttons

Select from “only open”, “only confirmed” or “all” transfer orders

Defaults to “all”, change accordingly

Transfer order date

Enter a date range to limit your selection to transfer orders created only for a certain period

Especially when selecting “all” above, you should try and use this field to limit by date

Plant Enter the plant code to select TO for this plant only

The plant code identifies a site owned by BUSINESS

Stor.Ty Enter the storage type range to limit

The storage type identifies a sub-division of the


Reason (Why)

by this criteria warehouse complexOptions


Evaluations of Movements per storage types: Details Screen

This screen displays a summary of movements between movements, sorted by: source and destination destination and source returns and sourcefollowed by a totals summary at the end.


Reason (Why)

Time period The time period which the TO are posted is displayed

TO information

TO numbers The TO number ranges for the documents analysed

TO information

Source storage type

The source storage type for the analysis

TO information

Dest. Storage type

The destination storage type for the analysis

TO information


Reason (Why)

Return storage bins

The return storage bins for the analysis

TO information

Movements The number of movements for each combination of storage types

TO information

Options


3.4.3 Transfer Orders Document Overview

Why?

To obtain a summary overview of transfer orders according to specific selection criteria.

Before you start

Consider what selection criteria required.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Transfer Order > Document Overview

Transaction code

LX11

Transfer Orders: Selection Screen



Reason (Why)

Warehouse number



Transfer order



Only open transfer orders indicator

Mark this indicator if you only want to view open TO

Transfer orders are open, ie. not yet confirmed

Transfer order date

Enter a date range to limit your selection to transfer orders created only for a certain period

Use this field to limit selection by period

Name of processor

Enter the user ID of the person generating the document

Use this field to limit selection by processor

Requirement type

Enter a requirement type if required (use matchcode)

The requirement type is a reference to the origin document/object which the transfer order is linked

Requirement number

Enter a requirement number to further select by requirement (origin)

The requirement number varies depending on the requirement type, eg. a purchase order number

Options

Select <Dynamic selections> for more selection criteria, if required. A list of additional selection fields will appear.

Choose the relevant criteria and specify the values. Save your dynamic selection criteria and go back to the main selection screen.Select <Execute> to continue.

Transfer Orders: List Screen

This screen displays a list of transfer order which meets the selection criteria on the previous screen.


Reason (Why)

TO number The transfer order number is displayed

TO information

TO date The corresponding transfer order date

TO information

C Indicates whether all items within that transfer order is confirmed

TO information

Confirmation date

The confirmation date of the TO

TO information

Prn Indicates that the TO has been printed for all its items

TO information

Requirement The requirement type and number, if relevant

TO information

Mat.docum. The material document relevant to the

The material document number which the transfer


Reason (Why)

transfer order order is generated from

created by The user ID of the person who generated the transfer order

TO information

Options

To display the transfer order, either double click on the TO line or select <Display TO>.Select <Print> to print the report.

3.4.4 Transfer Orders Detailed Overview

Why?

To obtain a detailed listing of transfer orders according to certain selection criteria.

Before you start

Consider the selection criteria you need to execute this report for.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Transfer Order > Detailed Overview

Transaction code

LX12

Transfer Order: Detailed View: Selection Screen



Reason (Why)

Warehouse number



Transfer order



TO selection radio button

Select either “only open”, “only confirmed” or “all” transfer orders to be displayed

Transfer orders are open if not yet confirmed, once confirmed considered completed

Transfer order date

Enter a date range to limit the transfer orders selected by period

The transfer order date can be used to limit the list further

Inventory Enter an inventory method indicator if relevant

To limit the transfer order selection to inventory method (by storage type)

WM movement type

Enter a WM movement type (or range) to limit selection

Note: The WM movement type is not the same as the IM movement type

IM movement type

Enter the IM movement type to limit selection

Note: The WM movement type is not the same as the IM movement type

Source storage type

Enter a source storage type to select by this criteria

The storage type which is the source for the goods movement

Destination storage type

Enter a destination storage type to

The storage type which is the destination for the


Reason (Why)

select by this criteria

goods movement

Return storage type

Enter a return storage type to select by this criteria

The storage type which is the return area for the goods movement

Material Enter the material number (or range) to select only transfer orders for these items

The material number uniquely defines an item in the system

Batch Enter the batch number (or range) if required

The batch number identifies a specific lot of the item stored

Stock category

Enter the stock category if required

The stock category identifies the status of the item (eg. unrestricted, quality inspection or blocked)

Options

Select <Dynamic selections> for more selection criteria, if required. A list of additional selection fields will appear. Choose the relevant criteria and specify the values. Save your dynamic selection criteria and go back to the main selection screen.Select <Execute> to continue.Transfer Orders: Detailed View Screen

This screen displays in detail the transfer order information according to the selection criteria from the previous screen.


Reason (Why)

TO number The transfer order number

Each TO is identified via this number

WhN The warehouse number which the TO is raised for

The warehouse number identifies a complex warehouse structure in the system

C Indicates whether all items in the TO has been confirmed

TO header information

IMM The Inventory Management movement type


WMM WM movement type for the TO


TO date The TO date posted


TR number The transfer requirement which the TO is generated from if relevant


Post change The posting change which the TO is generated from if relevant


Matl doc The material document which the TO relates to


Sales doc The sales document which the TO relates to


Requirement The requirement data for the TO (eg. PO number)


User name The user name who generated the TO



Reason (Why)

Item The item sequence number in the TO

TO information

Material The item number which identifies the material item

TO information

Plant The plant which the item belongs to

TO information

Batch The batch number of the item if relevant

TO information

C The stock category (eg. unrestricted, quality, blocked or returns)

TO information

Special stock Indicates whether the TO line item is subject to special stock

TO information

T The TO line type (denotes whether S - source, D - destination or R - return)

TO information

Typ The storage type relevant to the TO line type

TO information

Storage bin The storage bin of the TO line

Target quantity

The target quantity for the TO item

TO information

Actual quantity

The actual quantity in the TO item

TO information

C Indicates whether the transfer order

Confirmation status of the TO


Reason (Why)

item is confirmed or not

Options


3.4.5 Transfer Orders with Differences

Why?

To obtain a summary of differences when confirming transfer orders.

Before you start

Consider what selection criteria to execute the report for.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Transfer Order > Differences Analysis

Transaction code

LX13

Transfer Orders with Differences: Selection Screen



Reason (Why)

Warehouse number




Reason (Why)

Transfer order



TO selection radio buttons

Select either “only open”, “only confirmed” or “all” transfer orders to be displayed

Transfer orders are open if not yet confirmed, once confirmed considered completed

Transfer order date

Enter a date range to limit the transfer orders selected by period

The transfer order date can be used to limit the list further

Storage type Enter a storage type (or range) to limit your selection

The storage type is a sub-division of the warehouse structure

Options


Transfer Orders with Differences: Data Screen

This screen displays the number of movement with differences by storage type and transfer type.


Reason (Why)

Stor. Ty. The storage type which stock

Difference information


Reason (Why)

placement from or stock removed to (in relation to the storage type in the header)

Number The number of TO items for movement for the storage type


Perc.of items The number and percentage of items with differences


Difference details

A further breakdown of differences is displayed


Options


3.4.6 Evaluation of Material Movement Frequency

Why?

To display the movement rate of materials within a storage type (or in all storage types) in the warehouse for a specific time period.

Before you start

None

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Transfer Order > Matl mvmt frequency

Transaction code

LX14

This report is identical to the one described in 3.2.4.

3.5 WM Stocktake Reporting

About WM Stocktake Reporting

The following reports are available for stocktaking information:

1.Stocktake difference per storage type2.Statistics for stocktake differences3.Stocktaking status

3.5.1 Stocktake Differences per Storage Type

Why?

To obtain a list of differences as a result of a current stocktake exercise. This report can aid in determining whether a recount is necessary. On the other hand, you may also obtain a list of uncounted bins.

Before you start

Where displaying differences, the stocktake must have been performed and count results entered but not yet cleared.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Physical Inventory > With Bin Inventory Management > Different List of Open Inventory Documents

Transaction code

LX17

Difference list per storage type: Selection Screen



Reason (Why)

Warehouse number



Storage type Enter the storage type




Deviation in %

Enter a percentage deviation cut-off which you want to display stocktake differences for

The differences for stocktake is translated to a % value and you may elect to display only the ones exceeding a certain %. Leave blank to display all differences

List of uncounted bins

Mark this indicator to display bins not yet counted

You will get a list of bins not yet counted for the respective inventory procedure

Output format

Select an output format which the report is to be displayed

Choice of normal output, wide format or double line format

Options


Differences list per storage type: Detail Screen

This screen displays a list of stocktake records by storage bin as per selection criteria on the previous screen.


Reason (Why)

Inv.rec. The inventory record (stocktake procedure number) which this difference refers to

Each stocktake exercise is assigned an inventory record number

Stor.bin The storage bins included in the stocktake count

In WM, stocktake is carried out a the storage bin level

Material The material expected to be found in the bin

Each item is uniquely identified by a material number in the system

Plant The plant which the material belongs to

The plant code identifies a site where materials can be stored/manufactured

Batch The batch number of the item if relevant

The batch number identifies a unique lot of the item

C The stock category as

The stock category determined the status


Reason (Why)

tracked by the system

(eg. unrestricted, quality inspection, returns or blocked)

S The special stock information relating to this item if relevant

The special stock indicator identifies the item if it is a consignment, sales order, etc. stock

Difference The difference in percentage

The difference of the count result compared to the book quantity

Comment/Remarks

A general comment on the difference

For example, “material lost” indicates that zero stock was found

Book qty (if wide or double line format)

The book quantity as tracked by the system

This is the quantity the system thinks is in each bin

Cntd qty (if double line format)

The counted quantity as per stocktake

The physical quantity as per counted during the stocktake

Options


3.5.2 Statistics for Stocktake Differences

Why?

To obtain a report which displays a list of inventory statistics based on selection parameters.

Before you start

None

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Physical Inventory > With Bin Inventory Management > Diff statistics per Storage Type

Transaction code

LX18

Statistics for Inventory Differences: Selection Screen



Reason (Why)

Warehouse number



Storage Type Enter the storage type range if required




Options


Statistics for Inventory Differences: Detail Screen

This screen displays a list of storage type (as selected) and a summary of inventory differences.


Reason (Why)

Stor.ty. The storage type number and name

The storage type identifies a sub-division of the warehouse structure. For continuous inventory, stocktake is usually carried out by ranges of storage bins within storage types

Invent. Closed

The number of storage bins in the storage type which stocktake has been carried out

Stocktake statistics

with Diff The number of storage bins with differences


not counted The number of storage bins not counted in the storage type


counted The number of storage bins counted


w/o invent. The number of storage bins without inventory


Options


3.5.3 Stocktaking Status

Why?

To obtain a list of stocktake status by storage type and storage bins.

Before you start

Consider the selection criteria for this report.

How?

Menu path Logistics > Logistics Execution > Information System > Warehouse > Physical Inventory > With Bin Inventory Management > Inventory status

Transaction code

LX25

Inventory Status: Selection Screen



Reason (Why)

Warehouse number





Storage bin Enter the The storage bin


Reason (Why)

storage bin range if you want to further limit your selection

identifies the coordinates of the storage unit which goods are/can be placed

Inventory time period

Enter a date range to limit the selection to a specific period

Selection option

Complete list Mark this indicator if you want the storage bins details to be displayed as well

If this indicator is not marked, only a summary by storage type is displayed. You can then drill down to the storage bins

Options


Inventory Status: Detail Screen

This screen displays an inventory status list by storage type (and by storage bin, if complete list).


Reason (Why)

Summary Category of inventory status

Tracking of total number of bins, inventory active, inventory not including for period


Reason (Why)

selection, inventory pre-planned or no inventory carried out

Total The number of storage bins in each category

Stocktake summary information

Partial The percentage of bins per category

Stocktake summary information

(where complete list selected)Stor.bin The storage bin

list by storage type

Stocktake is carried out at the bin level

Sect The storage section the storage bin belongs to

Storage bin information

No. of quants Number of quants present in the storage bin

Stock information

InvID The inventory method used for the storage bin

Stocktake information

Invdate The inventory (stocktake) date


InvDocum The inventory (Stocktake) document number


InvB The item number in the inventory document



Reason (Why)

Comments Comments/ remarks

Stocktake information (eg. pre-planned, active, etc)

Options

If you did not select “Complete list”, you can place your cursor on the summary lines and select <List of storage bins>. On the storage bin screen, you may sort the list accordingly or drill down to the storage bin level.Select <Print> to print the report.

3.6 Stock Comparison (WM vs. IM)

About Stock Comparison between WM and IM

For each Inventory Management document posted for a plant and storage location with WM active, a corresponding goods movement should be triggered in WM.

Sometimes, the stock in IM may not correspond to the WM stock. This may happen if the link is broken, eg. Someone intentionally deletes a transfer requirement before the transfer order is generated.

The stock comparison function compares stock in the Warehouse Management system with stock in the Inventory Management system and searches for differences. To clear differences, you can create a batch input file.

3.6.1 Stock Comparison IM/WM

Why?

To compare if there are any discrepancies between IM and WM and to take action to resolve.

Before you start

Consider whether batch input file should be created.

How?

Menu path Logistics > Logistics Execution > Internal Whse Processes > Bins and Stock > Physical Inventory > In Warehouse Management > Stock comparison

Transaction code

LX23

Stock Comparison IM/WM: Selection Screen

Use this screen to specify the selection criteria for this comparison.


Reason (Why)

Plant Enter the plant together with the storage location or warehouse you wish to run this comparison for

Selection option

Storage location

Enter the storage location and a plant or specify the warehouse

Selection option

Warehouse number

Enter the warehouse with a plant combination or enter a warehouse only

Selection option

With bin inventory indicator

If you select this option, the system lists the stock quantities at the bin level for the Warehouse Management system.

Selection option

All material data indicator

With this option you select all stock records for a material for which a difference is found.

These records also include the material number, batch, special stock indicator and supplier combinations that have no differences and whose stock quantity is greater than zero.

Create batch If you select this To maintain


Reason (Why)

input file indicator

output option, the system generates a batch input file. This batch input session adapts the stock figures in the Inventory Management system to those in the Warehouse Management system.

consistency for data evaluation, this will only work if the program successfully blocks the respective warehouse number for all materials. It is therefore not possible to make any postings affecting stock for the duration of the program.

Options

Select <Execute> to move to the next screen

Stock Comparison IM/WM: Detail Screen

This screen displays


Reason (Why)

Plnt The plant code which the material item belongs to

Stock information

SLoc The storage location of the plant which the quantities refer to

Stock information

Whse The warehouse structure which the materials are kept

Stock information

Material no. The material number which identifies the item uniquely in the

Stock information


Reason (Why)

systemBatch The batch number

identifies as specific lot of the material

Stock information

S Spec.st.no. Any special stock details if relevant for this item

Stock information

Stock cat. The stock category of the item is displayed (eg. unrestricted, quality inspection, blocked, etc)

Stock information

Ty. Bin The interim storage bin which the stock is in WM

Stock information

UM The unit of measure for the material

Stock information

Invent. Mgmt The stock quantity as per IM

Stock information

Warehouse MgmtQuant amt

The quant amount in WM

Stock information

Diff. quantity The difference in quantity comparing the IM and WM column

Stock difference information

Options

If a batch input session is to be generated, the list contains a note at the end as to whether or not a session has been generated and a list of any materials which could not be cleared because of negative stock figures or because they belong to return stock. You then need to process the batch input session via System > Services > Batch input > Edit.Select <Print> to print the report.

3.7 Standard Analyses (Warehouse Info System)

About Standard Analyses

The Warehouse Management system is integrated with the SAP Logistics Information System (LIS) to support the analysis of the physical flow of quantities in the warehouse. The evaluations for Warehouse Controlling are integrated with the Inventory Controlling menu as standard analyses.

The data on which all five standard analyses for Warehouse Controlling are based form data that are updated to the information structures S090 and S091. The following five standard analyses for Warehouse Management exist in Inventory Controlling:

Stock placement/removal Quantity flow Material placement/removal Material flow Movement types

3.7.1 Analysis: Stock Placement/Removals

Why?

To perform an analysis of stock placement, removals and returns for a warehouse.

Before you start

None

How?

Menu path Logistics > Materials Management > Warehouse management > Environment > Standard analyses > Stk plcmnt/rmvls

Transaction code

MCL1

Analysis: Stock Placements and Removals: Selection Screen

Use this screen to specify the selection criteria for this analysis.


Reason (Why)

Warehouse number

Enter a warehouse number for your selection (or range)

This identifies a warehouse structure in the system (eg. ‘IN2’ for Plant2 warehouse)

Storage type Enter a storage type range if required

Selection option

Stor.section Enter a storage section range if required

Selection option

Material Enter a material number (or range) to limit your selection if required

Selection option

Plant Enter a plant range if required

Selection option

Movement type

Enter a movement type (or range) to limit by this criteria

Selection option

Storage unit type

Enter a storage unit type (or range) if required

Selection option


Reason (Why)

Storage class Enter a storage class range to limit by this criteria

Selection option

Month Enter a period range to analyse by period

Defaults to previous period to current period. Change as required

Exception Enter an exception if used

Note: You have to create the exception rules in the Early Warning System first

Options


Analysis: Stock Placements and Removals: Initial Screen

This screen displays the initial screen of the analysis according to the selection criteria specified on the previous screen. At the header, you will see the analysis level; for example, the standard drill down level for this analysis is: warehouse, storage type, material and plant.


Reason (Why)

Level (this would be warehouse, storage type, material or plant)

The values of the respective levels of the analysis will be displayed

Analysis information

Weight of removal

The total weight of



Reason (Why)

removal per level

Weight plcmnt item

The total weight for placement per level


Weight ret.transfer

The total weight of quants returned per level


Removal quantity

The quantity of stock removed per level


Stock placement qty

The quantity of stock placed per level


Ret. placement qty

The quantity of stock returned per level


Rmvl items The number of items removed per level


Plcmnt items The number of items placed per level


Ret. items The number of items returned per level


Options

You can drill down to the next level by double clicking on the relevant line. In addition, you may display graphics, sort and switch directly to a drill down by selecting the appropriate button on the top bar.Select Stock Plcmt/Rmvl > Print from the menu path to print a copy of the report.

3.7.2 Analysis: Quantity Flow

Why?

To obtain an analysis of quantity and timing of goods flow in the warehouse.

Before you start

None

How?

Menu path Logistics > Materials Management > Warehouse Management > Environment > Standard analyses > Quantity flow

Transaction code

MCL5

Analysis: Quantity Flow: Selection Screen



Reason (Why)

Warehouse number



Stock removal type

Enter a stock removal storage type (or range) if required

The storage type identifies a sub-division of the warehouse structure in the system. For each goods movement, a removal, placement and return type, section and bin is identified. This field


Reason (Why)

refers to the storage type for removal.

Stock removal area

Enter a stock removal storage section (or range) if required

This field refers to the storage section for removal (during each goods movement)

Stock placement type

Enter a stock placement storage type (or range)

This field refers to the storage type for placement

Stock placement area

Enter a stock placement storage section (or range) if required

This field refers to the storage section for placement (during each goods movement)

Movement type

Enter a range of movement type to limit by this criteria

Each goods movement is identifiable by a movement type

Material Enter a range of material to limit selection by this criteria

The material number identifies uniquely an item in the system

Storage unit type

Enter a storage unit type if relevant

The storage unit type identifies the pallet type which items are stored on

Month Enter the period range for your analysis

Defaults to previous month and current month. Change as necessary



Options


Analysis: Quantity Flows: Initial Screen

This screen displays the initial screen of the analysis according to the selection criteria specified on the previous screen. At the header, you will see the analysis level; for example, the standard drill down level for this analysis is: warehouse, removal storage type, placement storage type and material.


Reason (Why)

Level (this would be warehouse, removal/placement storage type and plant)



Moved weight

The weight of goods movement between the stock removal storage type and the stock placement type.


Moved quantity

The total number of transfer order items moved between the stock removal storage type and the stock placement storage type.


No.mvmts Total number of transfer order



Reason (Why)

items moved between the stock removal storage type and the stock placement storage type.

No. true df The number of transfer order items for which “true” difference exist, ie. ie. differences that were not posted to the source storage bin because of the difference indicator.


Real diff quantity

The quantity of “true” differences as above


Tm.TR Cr. To TO Cr.

Average time expired between transfer order creation and transfer requirement creation


Time TR to TO

Average time expired between transfer requirement planning deadline and transfer order creation


Tm.TO cr. To TO cf.

Average time that expired between creation and



Reason (Why)

confirmation of transfer orders

Tme Dnote to TO cr

Average length of time that expired between the transfer order creation and delivery note pick date.


TR refrnce Number of transfer order items with reference to transfer requirements


Deliv.Ref Number of transfer order items with reference to delivery notes.


Options

You can drill down to the next level by double clicking on the relevant line. In addition, you may display graphics, sort and switch directly to a drill down by selecting the appropriate button on the top bar.Select Flow Qties.analysis > Print from the menu path to print a copy of the report.

3.7.3 Analysis: Material Stock Placement/Removal

Why?

To obtain an analysis of material movements according to placements and removals by storage types, storage section and storage unit type.

Before you start

None

How?

Menu path Logistics > Materials Management > Warehouse management > Environment > Standard analyses > Mat. Plcmnt/rmvl

Transaction code

MCL9

Analysis: Material Stock Placement/Removal: Selection Screen



Reason (Why)

Whse number





Stor. Type Enter a storage type range if required

Selection option

Stor. Section Enter a storage section range if required

Selection option

Storage unit type



Plant Enter a plant if required

The plant identifies the site which


Reason (Why)materials belong to

Movement type



Storage class Enter a storage class if required

Storage class is used to classify hazardous materials according to its storage conditions





Options

Select <Execute> to move to the next screenAnalysis: Material Stock Placement/Removal: Initial Screen

This screen displays the initial screen of the analysis according to the selection criteria specified on the previous screen. At the header, you will see the analysis level; for example, the standard drill down level for this analysis is: warehouse, material, storage type, storage section and storage unit type.


Reason (Why)

Level (this would be warehouse, material, storage type,




Reason (Why)

storage section and storage unit type)Removal quantity

Quantity of material in the transfer order item for stock removal


Av.stock removal qty

Average quantity of stock removed per transfer order item


Stock placement qty

Material quantity in transfer order items for stock placement


Av.stk placement qty

Average material quantity in transfer order items for stock placement


Plcmnt itm Number of transfer order items with material for stock placement


Weight of removal

Weight of the transfer order items for stock removal


Weight plcmnt item

Material weight in transfer order items for stock placement


Options

You can drill down to the next level by double clicking on the relevant line. In addition, you may display graphics, sort and switch directly to a drill down by selecting the appropriate button on the top bar.Select MatPlace/RemAnalysis > Print from the menu path to print a copy of the report.

3.7.4 Analysis: Material Quantity Flow

Why?

To obtain a general analysis of the quantity flow in a warehouse or several warehouses.

Before you start

None

How?

Menu path Logistics > Materials Management > Warehouse Management > Environment > Standard analyses > Material flow

Transaction code

MCLD

Analysis: Material Quantity Flow: Selection Screen



Reason (Why)

Whse number





Stock removal type

Enter a storage type range for removal if required

Selection option

Stock removal

Enter a storage section range for

Selection option


Reason (Why)

section removal if required

Placement stor. Type

Enter a storage type range for placement if required

Selection option

Stock placement section

Enter a storage section range for placement if required

Selection option

Movement type



Storage unit type







Options


Analysis: Material Quantity Flow: Initial Screen

This screen displays the initial screen of the analysis according to the selection criteria specified on the previous screen. At the header, you will see the analysis level; for example, the standard drill down level for this analysis is: warehouse, material, removal storage type, placement storage type and storage unit type and movement type.


Reason (Why)

Level (this would be warehouse, material, removal storage type, placement storage type, storage unit type and movement type)



Moved quantity

Material quantity in goods movement between the stock removal type and the stock placement type


Moved weight

Weight of goods movement that takes place between the stock removal type and the stock placement type


Tm. TR cr. To TO cr.

Average time expired between transfer order creation and transfer requirement creation


Time TR to TO

Average time expired between the transfer requirement planning deadline and the transfer order creation



Reason (Why)

Tme Dnote to TO cr.

Average length of time that expired between the transfer order creation date and the delivery note pick date


Time TO cr.to TO cf.

Average time that expired between the creation and confirmation of transfer orders


No.real df Number of transfer order items with differences that were not posted to the source storage bin because of the difference indicator.


No.src.dif Number of transfer order items with differences that were returned to the source bin


Options

You can drill down to the next level by double clicking on the relevant line. In addition, you may display graphics, sort and switch directly to a drill down by selecting the appropriate button on the top bar.Select Mat Flow Analysis > Print from the menu path to print a copy of the report.

3.7.5 Analysis: Movement Type

Why?

To obtain an analysis of the material flow in a warehouse by movement type.

Before you start

None

How?

Menu path Logistics > Materials Management > Warehouse management > Environment > Standard analyses > Movement type

Transaction code

MCLH

Analysis: Movement Types: Selection Screen



Reason (Why)

Whse number


This identifies a warehouse structure in the system

Movement type



Stock removal type

Enter a storage type range for removal if required

Selection option

Stock removal

Enter a storage section range for

Selection option


Reason (Why)

section removal if required

Placement stor.type

Enter a storage type range for placement if required

Selection option

Stock placement section

Enter a storage section range for placement if required

Selection option



Storage unit type







Options


Analysis: Movement Types: Initial Screen

This screen displays the initial screen of the analysis according to the selection criteria specified on the previous screen. At the header, you will see the analysis level; for example, the standard drill down level for this analysis is: warehouse, movement type, removal storage type, placement storage type and material.


Reason (Why)

Level (this would be warehouse, movement type, removal storage type, placement storage type and material)



No.mvmts Total number of transfer order items moved between the stock removal storage type and the stock placement storage type


Moved quantity

Material quantity in goods movements between the stock removal type and the stock placement type


Moved weight

Weight of goods movements that take place between the stock removal type and the stock placement type


TR refrnce Number of transfer order items with reference to a transfer requirement


Deliv.ref. Number of transfer order items with



Reason (Why)

reference to a delivery note

Ref.no.ref. Number of transfer order items connected to a reference number


Res.refnce Number of transfer order items with reference to a material reservation


Ret = Rmvl Number of transfer order items in which the return transfer moved stock back to the source storage bin.


Options

You can drill down to the next level by double clicking on the relevant line. In addition, you may display graphics, sort and switch directly to a drill down by selecting the appropriate button on the top bar.Select Mov. type Analysis > Print from the menu path to print a copy of the report.

4. UNIT TESTING

4.1 Test Scenario 1: Storage Bin Reporting

List of Empty Bins

Task Key data input Expected result Actual result

Bin Status Report


Capacity Used Report


Fixed Bin Information List


4.2 Test Scenario 2: Materials Reporting

Stock per Material Report


Stock Overview Report


WM Stock List


Evaluation of Material Movement Frequency


Expiration Date Information List


4.3 Test Scenario 3: Hazardous Material Reporting

Fire Department Inventory List


Analysis: Correct Storage of Hazardous Materials


Warehouse Index according to Accident Regulations


4.4 Test Scenario 4: WM Documents Reporting

Transfer Requirement Overview


Evaluation of Movement per Storage Type


Transfer Orders Document Overview


Transfer Orders Detailed Overview


Transfer Orders with Differences


4.5 Test Scenario 5: WM Stocktake Reporting

Stocktake Differences per Storage Type


Statistics for Stocktake Differences


Stocktaking Status


4.6 Test Scenario 6: Stock Comparison (WM vs. IM)

Stock Comparison IM/WM


4.7 Test Scenario 7: Standard Analyses

Analysis: Stock Placement/Removals


Analysis: Quantity Flow


Analysis: Material Stock Placement/ Removal


Analysis: Material Quantity Flow


Analysis: Movement Type
