Subcontracting with ATP check for MRP Area requirement

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This document records the steps for configuration set up, master data change and end-to-end business process.

It covers five topics.

• Purpose
• Configuration Change
• Preliminary steps.
• Master data and organization data
• Detail process steps

1: Purpose

When creating outbound deliveries to subcontractors based on reservation, availability check is performed.

A subcontract purchase order is manually created by a requestor. Then a subcontract reservation can be generated via the Material Requirements Planning (MRP) process. The outbound delivery is created based on the reservation with ATP check, and the goods are picked and shipped to the subcontractor. With the supply of the finished material, the goods receipt is created. The consumption of the sent components is recorded upon the receipt of the value-added finished material. Subsequently, the invoicing process is triggered.

 

2: Configuration Change

To allow ATP check during creating outbound delivery for item category LBR, we need to complete configuration set up in the backend S/4HANA Cloud system.

The configuration change includes the following 4 parts.

1. Define Requirement Class SC1
2. Define Requirement type SC1
3. Assign Schedule Line Categories
4. Determine Requirement Type by Item Category and MRP Type 

2.1 Define Requirement Class SC1

Transaction Code: S_ALR_87006831

Choose New Entries to create a new requirement class and enter following values, choose Save.

2.2 Define Requirement type SC1

Transaction Code: S_ALR_87006834

Choose New Entries to create a new requirement type and enter following values, choose Save.

 

2.3 Assign Schedule Line Categories

Transaction Code: S_ALR_87007127

Choose New Entries, add the data like below, choose Save.

2.4 Determine Requirement Type by Item Category and MRP Type 

Transaction Code: S_ALR_87006836

Assign SC1 to LBR like below, choose Save.

3: Preliminary Steps

This section summarizes the preliminary steps for conducting the process in terms of systems.

The preliminary steps include the following 3 parts.

1. Define MRP Areas for Subcontractors
2. Assign MRP Area to Components
3. Assign Shipping Point
4. Define Item Category Determination in Deliveries

Roles

Name (Role Template)	ID (Role Template)	Name (Launchpad Space)	ID (Launchpad Space)	Log On
Configuration Expert - Business Process Configuration	SAP_BR_BPC_EXPERT	Business Process Configuration	Configuration Expert - Business Process Configuration
Master Data Specialist - Product Data	SAP_BR_PRODMASTER_SPECIALIST	Product Master Specialist	Master Data Specialist - Product Data
Master Data Specialist - Business Partner Data	SAP_BR_BUPA_MASTER_SPECIALIST	Master Data - Business Partners / Business Partner Governance / Business Partner Governance	SAP_BR_BUPA_MASTER_SPECIALIST / SAP_CA_SPT_MDG_BP_GOV_PC /

3.1 Define MRP Areas for Subcontractors

SAP Central Business Configuration:

Test Step #	Test Step Name	Instruction	Expected Result
1	Log On	Log on to the project experience in SAP Central Business Configuration.	The SAP Fiori Launchpad is displayed.
2	Access App	Go to the Business Processes Configuration app. To locate the activity in the tree view, search for the following activity: 103069 (Define MRP Areas for Subcontractors). Choose the link to navigate directly to the SAP S/4HANA Cloud system. Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration.	The Define MRP Areas for Subcontractors: Change: Details screen is displayed.
4	Add MRP Area	On the Define MRP Areas for Subcontractors: Change: Details screen, click the New Entries and make the following entries: MRP Area:  for example, 1010SUB057 MRP Area Type: 3 Supplier Plant: 1010	Add the MRP Area 1010SUB057.
5	Save your data	Choose Save.
6	Add Subcontractor	Choose Subcontractor (one entry per MRP area), choose New Entries and mke the following entries: Subcontr: for example, 10300007 Choose Save.	Subcontractor for MRP Area is saved.

3.2 Assign MRP area to components

Test Step #	Test Step Name	Instruction	Expected Result
1.	Log onto SAP Fiori Launchpad	Log on to the SAP Fiori launchpad as a Master Data Specialist - Product Data.
2.	Access the App	Open Change Material.	The Change Material (Initial Screen) screen displays.
3	Enter Material Basic Data	On the Change Material (Initial Screen) make the follow entries: Material: RM13 Material Type: Raw materials Select View(s) dialog box displays. Select the following entries and choose Continue (Enter): Sales: Sales Org.Data 1 Sales: Sales Org.Data 2 Sales: General/Plant Data Purchasing MRP 1 MRP 2 MRP 3 MRP 4 General Plant Data / Storage 1 General Plant Data / Storage 2 Accounting 1 Accounting 2 Maintain following data and choose Continue: In the Organizational levels subarea: Plant: for example, 1010 Storage location: for example, 101C Change Material screen displays. Make the following data or actions and choose Save. Sales: Sales Org. 1 tab Delivering Plant: for example, 1010 Sales: Sales Org. 2 tab All fields unchanged Sales: General/Plant tab LoadingGrp: for example, 0001 Purchasing tab All fields unchanged MRP 1 tab Choose MRP Areas under section MRP Areas, choose Insert Row, make the follow entries, MRP Area: for example, 1010SUB057 Double clicks this entry, In MRP 1 tab, MRP Type: PD MRP Controller: 002 Lot Sizing Procedure: X In MRP 2 tab, Special Procurement: 45 Choose Adopt. MRP 2 tab All fields unchanged MRP 3 tab All fields unchanged MRP 4 tab All fields unchanged Plant data / Stor. 1 tab All fields unchanged Plant data / Stor. 2 tab All fields unchanged Accounting 1 tab : Standard Price: Change if needed Per Unit Price: Change if needed Accounting 2 tab: All fields unchanged Note Add MRP Area 1010SUB057 to material RM14 by following above steps.

 3.3 Assign Shipping Point

To create the outbound delivery successfully, make sure the relevant shipping point is assigned.

SAP Central Business Configuration:

Test Step #	Test Step Name	Instruction	Expected Result
1	Log On	Log on to the project experience in SAP Central Business Configuration.	The SAP Fiori Launchpad is displayed.
2	Access App	Go to the Business Processes Configuration app. To locate the activity in the tree view, search for the following activity: 102126 (Assign Shipping Points). Choose the link to navigate directly to the SAP S/4HANA Cloud system. Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration.	The Assign Shipping Points: Change screen is displayed.
4	Add Shipping Points	On the Assign Shipping Points: Change screen, make sure the following entry is there, otherwise add a new entry via choose New Entries: Shipping Condition:  for example, 01 Loading Group: for example, 0001 Plant: 1010 Proposed Shipping Point: 1010 Choose Save.	The shipping point is there.

3.4 Define Item Category Determination in Deliveries

To create the outbound delivery successfully, make sure item category determination in deliveries is defined.

SAP Central Business Configuration:

Test Step #	Test Step Name	Instruction	Expected Result
1	Log On	Log on to the project experience in SAP Central Business Configuration.	The SAP Fiori Launchpad is displayed.
2	Access App	Go to the Business Processes Configuration app. To locate the activity in the tree view, search for the following activity: 105417 (Define Item Category Determination in Deliveries). Choose the link to navigate directly to the SAP S/4HANA Cloud system. Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration.	The Assign Shipping Points: Change screen is displayed.
4	Add Shipping Points	On the Assign Shipping Points: Change screen, make sure the following entry is there, otherwise add a new entry via choose New Entries: DlvT:  LB ItCG: NORM Uage: LRES Default item Catg.: LBR Choose Save.	The shipping point is there.

3: Organizational Data, Supplier Data and Master Data

The organizational structure and master data of your company have been created in your system during implementation. The organizational structure reflects the structure of your company. The master data represents materials, customers, and suppliers, for example, depending on the operational focus of your company.

Use your own master data or the following sample data to go through the test procedure:

Organization Data:

Country	Purchase Org.	Plant	Company Code
DE (Germany)	1010	1010 (DE)	1010

Supplier Data:

Country	Supplier		Supplier Name	Purchase Org.	Company Code
DE (Germany)	10300007		Inland-Lohnbearbeiter A, DE	1010 (DE)	1010

Customer Data:

Country	Customer		Customer Name	Sales Org.	Company Code
DE (Germany)	10100007		Inland-Lohnbearbeiter A , DE	1010 (DE)	1010

Material Master Data:

Material	Plant	Storage Location	Comment
SG23	1010	101B
RM13	1010	101C
RM14	1010	101C

4: Procedure Steps

Process Overview Table

Process Step	Business Role	Transaction/App	Expected Results
Create Purchase Order	Purchaser	Create Purchase Order (ME21N)	The Create Purchase Order screen is displayed.
Run MRP at MRP Area level	Production Planner	Monitor Material Coverage - Net and Individual Segments (F2101A)	The Monitor Material Coverage - Net and Individual Segments screen is displayed.
Create Delivery	Inventory Manager	Subcontracting Cockpit(F2948)	The Subcontracting Cockpit screen is displayed.
Pick and Post Goods Issue	Shipping Specialist	Change Outbound Delivery (VL02N)	The Change Outbound Delivery screen is displayed.
Post Goods Receipt	Warehouse Clerk	Post Goods Receipt for Purchasing Document (F0843)	The Post Goods Receipt for Purchasing Document screen is displayed.
Create Supplier Invoice	Accounts Payable Accountant	Create Supplier Invoice (F0859)	The Create Supplier Invoices screen is displayed.

4.1 Create Purchase Order

Procedure

Test Step #	Test Step Name	Instruction	Expected Result
1	Log On	Log on to the SAP Fiori Launchpad as a Purchaser.
2	Access the App	Open Manage Purchase Orders (F0842A).	The Create Purchase Order screen is displayed with a list of existing Purchasing Document Items.
3	Start Purchase Order creation	Without making any selection, choose Create.	The Purchase Order Screen is shown.
4	Create Purchase Order data	Enter the following data and choose Enter: Supplier :10300007 Purchasing Org: 1010 Purchasing Group: 001 Company Code: 1010 Currency: EUR In the Items section, choose Create: Item Category: Subcontracting Material (Original): SG23 Quantity: x PC Net. Price: x EUR Plant: 1010 Storage Location: 101B Choose Details on the right of your item and go to Purchase Order Item screen. Choose Apply.
5	Save Purchase Order	Choose Save and when the purchase order number is displayed, write it down for further use.	A Purchase Order is created.

4.2 Material Requirements Planning at MRP Area Level

Purpose

The aim of material requirements planning is to tailor available capacities and receipts on time to suit requirements quantities. You can use MRP or consumption-based planning for this purpose. Single-item multilevel requirement planning is performed for MRP Area 1010SUB057.

Prerequisite

The raw material is planned at MRP Area level. There is now a requirement for the raw material RM13 and RM14.

Procedure

Test Step #	Test Step Name	Instruction	Expected Result
1	Log On	Log on to the SAP Fiori Launchpad as a Production Planner.	The SAP Fiori Launchpad displays.
2	Access the App	Open Monitor Material Coverage - Net and Individual Segment.	The Application Jobs (Original) screen displays.
3	Search by the raw material	Make below entries and choose Go. Material: for example, RM13
3	Create Stock Transfer Reservation	Select one item, choose Manage Material. Select the MRP Area 1010SUB027 from dropdown list, then choose Go. Select one item. Choose Start MRP Run.	A stock transfer reservation is created.

4.3 Create Outbound Delivery

Procedure

Test Step #	Test Step Name	Instruction	Expected Result
1	Log On	Log on to the SAP Fiori launchpad as an Inventory Manager.	The Fiori Launch Pad is displayed.
2	Access the App	Open Subcontracting Cockpit (F2948).	The Subcontracting Cockpit (Original) screen is displayed.
3	Search for Component or Assembly	Set values to some filters to search Components: Subcontractor: 10300007 Plant: 1010 Choose GO.	The search results show the details with the respective filter Criteria. Following columns must contain relevant data: Component Plant Subcontractor Stock Balance
4	Display Stock Transfer Reservation Item for a component	●    Choose small Arrow next to Component to expand the details.	All stock transfer reservation with items number corresponding to the component must be displayed.
5	Create Delivery	Choose a stock transfer reservation Item and then choose Create Delivery.
6	Enter Detail Data	Make the following entries: Material (Original): RM13/RM14 Storage Location: 101C Shipping Point: 1010 Note Please make sure the RM13/RM14 have stock in the storage location. If no sufficient stock, partial outbound delivery will be created.	6
7	Item OK	Verify if the processing status is Valid.
8	Post	Choose Create Delivery.	The system displays the message Delivery 00xxxxxxxx has been saved.

4.4 Pick and Post Goods Issue

Procedure

Test Step #	Test Step Name	Instruction	Expected Result
1	Log on	Log on to the SAP Fiori launchpad as a Shipping Specialist.	The SAP Fiori launchpad displays.
2	Access App	Open Change Outbound Delivery (VL02N).	The app name screen displays.
3	Change Outbound Delivery	Enter the following data: Outbound Delivery: <your delivery> Choose Continue.
4	Picking	Choose Picking tab. Enter picked quantity equal to the delivery quantity. ●    Choose Save.
5	Post Goods Issue (Original)	On the Change Outbound Delivery screen, choose Post Goods Issue.	The system displays the message ' Delivery for Subcon. xxx saved, material document xxx created.

4.5 Receive Goods from Subcontracting PO

Purpose

In this step, you post the goods receipt for the material against the subcontracting PO.

Procedure

Test Step #	Test Step Name	Instruction	Expected Result
1	Log on	Log on to the SAP Fiori launchpad as a Warehouse Clerk.	The Fiori Launch Pad is displayed.
2	Open Post Goods Movement tile	Open Post Goods Receipt for Purchasing Document (F0843).	The Post Goods Receipt for Purchasing Document screen is displayed.
3	Select Goods Receipt Order screen	Enter your PO number or search your subcontracting purchase order.	The items of the selected Purchase Order display.
4	Select Item	Select the item for which a goods receipt is to be posted.
5	Post	Choose Post.	The system displays the message 1 document(s) created: Material document 5000000XX 20XX.

4.6 Create Supplier Invoice

Purpose

In this activity, you perform the invoice verification.

Procedure

Test Step #	Test Step Name	Instruction	Expected Result
1	Log on	Open the SAP Fiori launchpad with the Accounts Payable Accountant role.	The SAP Fiori launchpad is displayed.
2	Access the App	Open Create Supplier Invoice (F0859).	The Create Supplier Invoices screen is displayed.
3	Enter General Data	In case of purchase orders created with local currency in your system, make the following entries. Transaction: Invoice Company Code: 1010 Reference: <xxx> (reference invoice number from invoicing party) Gross Invoice Amount : <XXX> Currency: EUR Invoice Date: <Today> Posting Date: <Today> Invoice Party: 10300007	The Create Supplier Invoices screen displays.
4	Enter Purchase Order References	In Purchasing Document References, make the following entries (use a PO you created previously) and choose Enter. Make the following entries (use a PO you created previously). Reference Document Category: Purchase Order/ Scheduling Agreement Purchase Order/Scheduling Agreement: <PO number>	The Purchase Document References screen displays.
5	Select Purchase Order Items	Check the selection of the Purchase Order Items. Confirm the warning messages.	All items of the selected Purchase Order are added to the Purchase Order Item table. You should see material items which refer to the entered purchase order document.
6	Check the Invoice Items data	Check the Amount, the Quantity, the Tax Code (there may already be a tax code that was copied from the purchase order).	The Purchase Order Item's table displays.
7	Check Tax Date	In case the time dependent tax is activated, in the section Tax, the Tax Date indicates the tax calculation date according to the tax rates settings in the prerequisites. Make the following entries. Tax Reporting Date: <Today> Tax Date: <Today> Note The Tax Date is the key date for calculating tax, please maintain it carefully according to your financial business requirements.
8	Check Tax code	In the section Tax check if there is tax code information.	In the Tax tab, you should see the same tax codes as in the items. If there is no tax, specify the tax code V0.
9	Check the balance	Calculate the tax amount from the item amount multiplied by the tax value.	The balance should be zero (or within the defined tolerance).
10	Simulate Supplier Invoice and Check Messages	Choose Simulate. If there are no differences (or if the value is within the defined tolerance), a new screen Simulation appears. You can check the simulation results in Simulation Overview and Simulation Details area. The Supplier Invoice is complete to post. Check the Gross Invoice Amount against the items plus tax amount (if tax code is,V0 you do not have any tax amount)	The supplier invoice is complete to post.
11	Post Invoice	Choose Post.	The invoice is posted.

5: Appendix

1. Manage Special Stocks

https://help.sap.com/doc/0065bd534f22b44ce10000000a174cb4/2.6/en-US/frameset.htm

1. Material Requirements Planning

https://help.sap.com/docs/SAP_ERP/85d3fce10e264972a0155c8b46ecf93b/a084b853dcfcb44ce10000000a174cb4....+