Funds Management (FM) Year-End Issue

For Funds Management Module year end activity, it mainly involves commitment and budget carry forward.
For a particular Fund / Fund Centre, we transferred the commitment and the budget from 2011 to 2012. However it was not distributed accordingly in 2012. From the screenshot below, you can see that the budget (Sender) had multiple levels (Fund Centres).
1.MIMOS
  2.1000
    3.MM05
      4.MM0501
        5.MM050107

However, the receiver was only at the highest level which is MIMOS. Now under the budget reports, it is showing insufficient funds @ the Fund Centre level.
Please guide me on how do I redistribute Funds to the lower levels Fund Centres.

What happens to PRs generated from Maintenance Orders once status is changed from REL to TECO

The Issue
When we change the Maintenance Order status to REL, a PR will be generated.
When we change the Maintenance Order status to TECO, the PRs will automatically have a deletion flag set to it.
So who controls PR in this case? PM or MM?

The Solution
Now the scenario is between Plant Maintenance and Materials Management. What you are saying is, when a PM Order with PM02/PM03 is control key is created, it will create a Purchase Requisition.
This is correct and in this case, the direct owner or controller is the Plant Maintenance Order itself. If you notice, when you release the Order, then only the PR is generated? And when you Teco the Order, the PR line items are automatically deleted? This is to prevent future creation of Purchase Orders based on PR when the Order is already closed.

For cases like these, involving both PM and MM, the owner is the Order, you cannot do the changes in PR. You have to do the changes in the Order. By doing so, the PR will be updated automatically.

If you Un-Teco the PM Order, the PR line items will be UN-deleted. They will be open again if PO has not been created against the PR line item yet.

How to set a default GL Account for a particular Account Assignment in SAP?

The Issue
How to set a default GL Account for a particular Account Assignment in SAP? For example, If I were to perform Goods Issue to Cost Centre. Or when I am creating a Purchase Order with Account Assignment K.

The Solution
For cases like Goods Issue, the key here is the Movement Type and also transaction OBYC (Automatic Postings).
1) First go to OMJJ to view your movement type.
2) Select the movement type that you require to check e.g. 201 Goods Issue to Cost Centre.
3) Now double click on Account Grouping on the left panel.
4) Check the Acct modif against next to GBB. For this case, it should be VBR.
5) Now that you have the Acct modif, you can find/set the default GL Account in OBYC.
6) In OBYC, double click on GBB.
7) Under VBR general modification, set the default GL accounts that you require against the relevant Valuation Class. If you cannot find any VBR here, just click on Create new to create it.
8) To default a GL for items without valuation class, create a new VBR line while leaving the Valuation Class field empty.

For cases where you would like to default a GL account during PR/PO creation, you would need to look at a different area. We shall use Create PO for Account Assignment K items.
1) Go to SPRO --> MM --> Purchasing --> Account Assignment --> Maintain Account Assignment Category --> Double click on K - Cost Centre
2) From here, you can see the Acct Modification key (Should be VBR).
3) To set a default GL, you can follow the above steps in OBYC --> GBB.

SAP Invoice Verification error "Account Determination for entry 8000 KDM not possible"

The Issue

User is unable to complete an Invoice Verification process because SAP is showing error "Account Determination for entry 8000 KDM not possible". The error is also related to Foreign Currency.

The Solution

The issue above happened because the exchange rate during Goods Receipt, and the exchange rate during Invoice Verification is different. To solve this issue, there are 3 options that you may choose.
1) Select Fix exchange rate in Purchase Order. This has to be done prior to goods receipt.
2) Manually search for the exchange rate used during MIGO-Goods Receipt (refer to MIGO-Goods Receipt Posting Date), and then use it during MIRO-Invoice Receipt. You can find it in t-code S_BCE_68000174.
3) Set in t-code: OBYC -- > KDM a particular GL Account for Exchange rate variances.

When performing MRP Run in SAP, how to exclude certain Storage locations

The Issue

There are times where a certain storage location in a warehouse is to be excluded from MRP Planning. How do we achieve this?

The Solution

It is certainly possible in SAP. There are 2 steps to follow.
1) For materials that are already extended to the storage that you would like to exclude from MRP, go to Change Material in t-code MM02. Then select MRP 4 View. Here, put value 1 at field Sloc MRP Indicator.

2) For materials which are not created, the above setting can be done automatically in SAP. Go to T-code OMIR, set value 1 at the MRP Ind. column for the related storage locations. By doing this, future materials which are extended to the particular storages will automatically have a value 1 at field Sloc MRP Indicator in MRP 4 view.

If we perform deletion for valuation type under storage location level, will it affect valuation type in other storages in SAP?

The Issue

If we perform flagged for deletion for material at valuation type level under storage location level, will it affect valuation type in other storage locations?

The Solution

Although Valuation Type appears to be below Storage location level when performing Flag for deletion in T-code MM06, Valuation Type is actually at Plant level. Therefore, by deleting valuation type in 1 storage location in MM06, it will delete it at Plant level.

Difficulty in searching for materials in SAP

The Issue

In SAP, there are numerous ways of searching for a material. This is done by clicking on F4. It is possible to search by Material Type, Old Material Number, by description, Manufacturer Part number, etc. However, Users would like to search based on other Criteria.

The Solution

If SAP extensive searching method is not suitable, I would suggest using Material Classification. With Material Classification, you are able to classify each material by your own searching criterias. For example, you can add Colour, Size, Location, etc.
To do this, follow the steps below.
1) Create the characteristics that you require, e.g. Colour, Size, etc in T-code CT04.
2) Create Class with Class type 001.
3) Assign the characteristics that you created in Step 1 to Class in Step 2.
4) Extend Material Master in MM01 to add Classification View. If you cannot find classification view while extending, you will need to add it in configuration. Go to SPRO --> Logistics General --> Material Master --> Basic Settings --> Material Types --> Define Attributes of Material Type --> Select your material type and double click on it. Then highlight Classification view and save.
5) Go to Change Material, t-code MM02. Select Classification view, then, add the values that is related to that particular material. For example, For a red material, you can add the value "Red" in Colour Characteristics.

Thats it. You're done with Material Characteristics. Now to search by using these "Values", Use the same method as before by clicking on F4 at the Material field. Then choose Search by classification.

SAP Blanket PO with agreement, when the valid to date has passed, why is the system still allowing to procees with Receiving/Service Entry Sheet?

The Issue

For certain materials/services, agreement blanket POs has been set with the vendor where the prices are fixed for a certain period.
However, once the period is over, the system is still allowing receiving/ service entry sheet process.

The Solution

Currently, the system is only treating this as a Warning, which means that even if the valid to has passed, users are still able to proceed with Service Entry Sheet or Goods Receipt.
It is possible to change it to Error Message where it wont be possible to proceed with Service Entry Sheet / Goods Receipt. This can be done in SPRO --> MM --> Purchasing --> Environment --> System Messages

Will materials with Xplant Mat Status Blocked/Obsolete still be considered during Stock Take in SAP?

The Issue

There are some materials which are blocked from Procurement or Set as Obsolete in Material Master. Will these materials be planned during Stock taking/Physical Inventory?

The Solution

Materials with statuses Blocked for Procurement or Obsolete will still be considered during Stock Take.
The only way to exclude a particular material from Stock Taking process is to Set Deletion Flag to it.

How to know if a PO has been sent to Supplier in SAP?

The Issue

How to know if a PO has been sent to the supplier (list of PO and their status/ which ones need to be processed)

The Solution

For this case, it is not possible to find from any SAP Standard Reports.
However, you can find it if you look through a particular table
Here's what you should do.
1) Go to t-code SE16N or SE11. Either one would do
2) Enter Table name NAST
3) Now at Processing Status (VSTAT) field, enter 1 if you would like to find POs that you have already outputted a message. OR enter 0 if you would like to find POs which you have not outputted a message yet.
4) Optional - You can enter Vendor code under Partner field (PARNR) to narrow down your POs
5) Optional - You can enter PO number under Object Key field (OBJKY). However you would need to include leading zeros if your Purchase Order numbering does not add up to 10 characters.

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1723257&messageID=9262023#9262023

How to know if a PR has been converted to PO in SAP?

The Issue

How to know if a PR has been converted into a PO (list of PR and their status/ which ones need to be processed)

The Solution

If you want to check the PR status, use transaction code ME5A and select processing status B and run the report. Processing Status B indicates that Purchase Order is created for the Purchase Requisition

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1723257&messageID=9262023#9262023

How to set Expiry date for a particular Batch in SAP?

The Issue

For one particular batch, in SAP the expiry date is different from the expiry date maintained in BOX. Now how to change the expiry date, could some one please tell me the Tcode in which I can set the expiry date.

The Solution

As you can see from the previous post, to edit the Expiry Date, do it in MSC2N.
Now to explain a little further, Standard SAP gets the Expiry date by using the following Formula:
Production Date + Total Shelf life days in Material Master (Plant Data Stor. 1 view).
So maybe you can look into this to prevent future errors in Expiry Date.

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1723795&messageID=9262025#9262025

Split Valuation values issue in SAP

The Issue

If i am having split valuated material for value 10, 20 & 30.Should all have MAP or 2 materials can have S & other V.Can i upload the material with MAP or S with value zero in MMR

The Solution

For your information, if you are using Split Valuation, then you can only Use Moving Average Price. This is the requirement for split valuation.
So for each of the split valuation, you set them as MAP, then input the individual values separately.
You can upload the split valuated material with value of 0, or with the real value, e.g. 10, 20, 30.
I would suggest you upload with the real value so that when you raise a Purchase Requisition, system will pick this amount as valuation price.

Just to be clear step by step. We assume that you are creating a fresh new material Ok.
1) Create Material Master
2) At the Accounting 1 view, enter Valuation Category.
3) Leave the Moving Average Price field EMPTY
4) Save
5) Create Material again, this time update view Accounting 1.
6) When the organizational view appears, put in the first Valuation Type
7) Update field MAP with necessary value
8) Save
9) Repeat step 5 - 8

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1720247&messageID=9248733#9248733

Unit of Measure conversion issue in SAP

The Issue
Currently,
Material master is setup as a BUOM in Lbs.
Purchase order is created using BUOM
Vendor invoice is billed in Kg's.
Is it possible to enter a purchase order in a different unit of measure from the BUOM.
This change is required because, we buy stuff in lbs and pay to the customer in Kgs, so wanted to have the UOM in Kgs from the purchase order to the end of the transaction.

The Solution

Let me try to summarize and add a little information about UOms for you.

1) UOm for a particular material should be maintained by your own Stock keeping Unit, and not based on what vendor's or customer's own UOm.
2) In Material Master, you can set Order Unit. This means that for every vendor, the Order unit is XX. Alternatively, you can leave this field empty and set the Order unit in Info Record. I'm saying this because, maybe, the Order unit is only relevant for a particular vendor and not others.
3) In Material Master, you can also find Unit of Issue. Meaning conversion for Production Purposes.
4) And lastly, UOm for Sales. This can be done from Alternative unit of measure in Material Master.

So to sum up, you can maintain your Material A in EA (Each), Order it from Vendor XYZ in CAR (Cartons), Issue it in BOX (Boxes), and sell it in DZ (Dozen). Just an Example....

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1661793&messageID=8994862#8994862

Release Procedure for Contract and PO in SAP, does it clash?

The Issue

I am having release procedures(with clasification) in contract and Purchase orders.(Both are against Document types only). First i maintained PO's release procedure . For PO i maintained table - field. CEKKO- BSART.
For contract also same table and fields. How can i maintain release procedure for contracts with out any effecting PO's release procedure.

The Solution
You can use the same Release Group because they share the same release Table, CEKKO-BSART for all Purchasing Documents. These includes Purchase Orders, Contracts, and other Agreements.
However, it will not clash because PO and Contract have different document types.
For example, in PO document type will be NB, FO. Whereas for Contract it will be WK,MK.
So in SPRO under release strategy, you will have strategies for the NB and FO document types for Purchase Order. As for Contracts, you will have your own set of strategies for MK, WK, with the same Release Group.

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1669433&messageID=9022137#9022137

How to ensure No goods movement at Plant level in SAP?

The Issue

Is there configuration at the Plant Level to specify "No Goods Movement Allowed"? I want to stop the user's from any type of goods movement but at the Plant level. I thought I had seen this config but now can't seem to find it or maybe it doesn't exist??

The Solution

You can do either of the following:
1) Control users access by limiting his/her authorization (In transaction PFCG).
2) For each materials under plant (Set a blocking status 01/02/03 under the Xplant Mat status field in Material Master).
3) Physical Inventory document for each storage location under the particular plant (highly unlikely).

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1656676&messageID=8967654#8967654

What is Reconciliation Account

The Issue

What is significance of reconciliation account? Why it is important? and how does it helps MM/ FI person?

The Solution

I am not a finance user, but let me try to explain it in a language where both of us can understand.

You know there are many Vendor codes in the Vendor Master right?
So now, if you would like to include the balances of each vendor to the Balance sheet, what do you do?
Do you include all these vendor "codes" into the balance sheet?

No you cant do that, it will make your Balance Sheet have 100 pages.
This is why we have a Recon Account.. where it shows the balances for each vendor according to the Vendor Account Group. These balances according to account group will then be brought into the Balance Sheet.

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1650592&messageID=8938481#8938481

MD01 re-planning does not seem to work in SAP

The Issue

I have run MD01 for a specific scope of planning and it has planned the materials sucessfully. The problem is that if I try to re-run MD01 again (planning mode = 3), it doesn't plan any material. How should I solve this problem?

The Solution

Planning mode is not the solution.
You need to change the Processing Key from NETCH to NEUPL.
If you leave it at NETCH, this means that, whatever that have been planned before & changes were made, it will still not regenerate the MRP planning.
So to Re-plan, you need to use NEUPL.

So your settings should be
NEUPL
3 Planned Orders (If you want PRs then change it to 1)
3 Schedule Lines
1 MRP List
3 Delete and recreate planning Data

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1667016&messageID=9011964#9011964

How to Adopt PR price into PO in SAP?

The Issue

We are facing a problem with PO price not getting copied from PR, our Client dont want to maintain the Info record as material they are using is generic (general, not specific or special), so is there any way or configuration setting so the PR price get copied into PO

The Solution

Please follow the steps below.
1) SPRO --> MM --> Purchasing --> Authorization Management --> Define Function Authorizations for Buyers
2) Maintain 01 function authorization or copy it to create a new one
3) Under General Parameters, Check Adopt PO Price.
4) If you would like PO to have reference objects as mandatory, uncheck W/o Reference Optional
5) Go to each buyers ID by SU01 --> Parameter. Enter EFB and enter the 2 codes that you defined in Step 2.
6) Log out then log back in

Now with that ID, when you create PR, under valuation, you have a new drop down button asking whether you would like to adopt the price in PO.

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1656114&messageID=8963072#8963072

How to re-trigger Release Strategy which has already been released in SAP?

The Issue

I want to enable a functionality to release the PR after changing the existing one(Which is already released). Please let me know the configs to be done for enabling this.

The Solution

Regarding the issue of re-releasing a PR/PO after it has been released and then subsequently changed, please follow the steps below.
1) SPRO --> MM --> Purchasing --> PR --> Release Procedure --> Procedure with classification --> Set up procedure with classification --> Release Indicator
2) Double click on the indicator that you use for the Release (Most of the time, it would be 2 - RFQ/purchase order)
3) Set the changeabil to 4 (Changeable, new release in case of new release strat or val change)

With the setting above, it will re-trigger the release strategy. It can be retriggering the same Release Strategy or a different one, depending on the changes that you have made to PR.

However, if the change is a decrease in Value, it will not re-trigger the release. Only an increase in val change will it trigger a new release strategy.
Currently, there is no way to re-trigger release strategy when there is a change in value (decrease).

Source: http://forums.sdn.sap.com/thread.jspa?threadID=1657203&messageID=8967611#8967611