SSID Material Handler - Edison International

Study Guide 

for 

SSID Material Handler 

Test Number: 2627 

Human Resources 

Performance Assessment Services 

Southern California Edison 

An Edison International Company 

REV020513

SSID_Material_Handler_(2627).doc 

Introduction 

The 2627 SSID Material Handler Test is a job knowledge test designed to cover the 

major knowledge areas necessary to perform the job. This Guide contains strategies to 

use for taking tests and a study outline, which includes knowledge categories, major job 

activities, and study references. 

Test Session 

It is important that you follow the directions of the Test Administrator exactly. If you have 

any questions about the testing session, be sure to ask the Test Administrator before the 

testing begins. During testing, you may NOT leave the room, talk, smoke, eat, or drink. 

Since some tests take several hours, you should consider these factors before the test 

begins. 

All cellular/mobile phones, pagers or other electronic equipment will NOT be 

allowed in the testing area. 

All questions on this test are multiple-choice or hot spot questions. Multiple choice 

questions have four possible answers. Hot spot questions have a picture, and you must 

click the correct spot on the picture to answer the question. All knowledge tests will be 

taken on the computer. For more information on this, please see the next section of this 

study guide on Computer Based Testing. 

The test has a three hour time limit. 

A non-programmable basic calculator will be provided for you to use during the 

test. You will NOT be able to bring or use your own calculator during testing. 

You will receive a Test Comment form so that you can make comments about test 

questions. Write any comments you have and turn it in with your test when you are 

done. 

Study Guide Feedback 

At the end of this Guide you have been provided with a Study Guide Feedback page. If a 

procedure or policy has changed, making any part of this Guide incorrect, your feedback 

would be appreciated so that corrections can be made. 

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Computer Based Testing 

Taking an SCE knowledge test on the computer is simple. You do not need any 

computer experience or typing skills. You will only use the keyboard to enter your 

candidate ID and password. You’ll answer all questions by pressing a single button on 

the mouse. 

Log in Screen 

You will be seated at a testing station. When you are seated, the computer will prompt 

you to enter the candidate ID and password you received in your invitation e-mail. You 

MUST have your candidate ID and password or you will be unable to take the test. Once 

you have confirmed your identity by entering this information, you will see a list of tests 

available to you. 

Sample/Tutorial 

Before you start your actual test, a Sample/Tutorial Test is provided to help you become 

familiar with the computer and the mouse. From the list of exams that appear when you 

complete the log in, you will select Sample/Tutorial. You will have up to 10 minutes to 

take the Sample/Tutorial Test. The time you spend on this Sample Test does NOT count 

toward your examination time. Sample questions are included so that you may practice 

answering questions. In the Sample/Tutorial Test, you will get feedback on your 

answers. You will not receive feedback on your actual test. 

Example 

During the test, you may see several different types of items. Many of the questions will 

be multiple choice items. A few items will be pictures, where you’ll have to click the spot 

on the picture that answers the question. Those picture questions are known as “Hot 

Spot” questions. More information on each type is below. 

Overall Test Information 

When you begin the test, you can see the total time allowed for completion 

displayed at the top of the screen. You can scroll up to see that information at 

any time during the test. 

You can change your answers at any time during the test until the time runs out, 

or you click the “Submit” button. Once you click Submit, you can not change your 

answers. 

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Multiple Choice Questions 

To answer each multiple choice question, you should move the mouse pointer over the 

circle (radio button) next to the answer of your choice, and click the left mouse button. 

A sample is shown below: 

1. In order to answer each question, first read the question and determine the 

response that best answers the question. Put the mouse pointer directly over the 

circle corresponding to that response. 

2. While the pointer is over the circle corresponding to the best answer, click the left 

mouse button. 

3. The answer you selected should now have a green dot in the circle. If you need 

to select an alternate answer, simply move the pointer over that circle, and click 

again. 

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Hot Spot Questions 

To answer each Hot Spot question, you should move the mouse pointer over the part of 

the image that best answers the question, and click the left mouse button. You will see a 

pointer appear in that spot. If you want to change your answer, simply move the mouse 

pointer to a new area on the picture and click again. The pointer will move to the new 

spot. 

A sample is shown below: 

1. In order to answer each question, first read the question and determine the place 

on the image that best answers the question. The pointer that will indicate your 

answer can always be seen in the bottom left of the image. It looks like this: 

Put the mouse pointer directly over the spot on the image you want to select, and 

click the left mouse button. 

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2. The pointer will move from the bottom left of the image and appear over the spot 

you selected. 

3. To change your answer, simply move the mouse pointer to the new spot, and 

click again. The pointer graphic will move to the new spot you’ve selected. In 

order for your answer to be considered be correct, the center of the pointer ( ) 

must be over the correct spot on the graphic. 

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Test Taking Strategies 

Introduction 

The 2627 SSID Material Handler Test contains multiple-choice questions and may also 

contain hot spot questions. The purpose of this section is to help you to identify some 

special features of a multiple-choice test and to suggest techniques for you to use when 

taking one. 

Your emotional and physical state during the test may determine whether you are 

prepared to do your best. The following list provides common sense techniques you can 

use before the test begins. 

Technique 

Remarks 

Be confident - If you feel confident about passing the test, you may lose 

some of your anxiety. 

- Think of the test as a way of demonstrating how much you 

know, the skills you can apply, the problems you can solve, 

and your good judgment capabilities. 

Be punctual - Arrive early enough to feel relaxed and comfortable before 

the test begins. 

Concentrate - Try to block out all distractions and concentrate only on the 

test. You will not only finish faster but you will reduce your 

chances of making careless mistakes. 

- If possible, select a seat away from others who might be 

distracting. 

- If lighting in the room is poor, sit under a light fixture. 

- If the test room becomes noisy or there are other 

distractions or irregularities, mention them to the Test 

Administrator immediately. 

Budget your times - Pace yourself carefully to ensure that you will have enough 

time to complete all items and review your answers. 

Read critically - Read all directions and questions carefully. 

- Even though the first or second answer choice looks good, 

be sure to read all the choices before selecting your 

answer. 

Make educated 

guesses 

- Make an educated guess if you do not know the answer or 

if you are unsure of it. 

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Changing answers - If you need to change an answer, be sure to erase your 

previous answer completely. On the computer, be sure that 

the new answer is selected instead of the old one. 

Return to difficult - If particular questions seem difficult to understand, make a 

questions 

note of them, continue with the test and return to them 

later. 

Double-check math - Use scratch paper to double check your 

calculations 

mathematical calculations. 

Review - If time permits, review your answers. 

- Do the questions you skipped previously. 

- Make sure each answer bubble is completely filled in. 

Erase any stray marks on your answer sheet. When testing 

on the computer, make sure each multiple choice question 

has a green dot next to the correct answer. 

Remember the techniques described in this section are only suggestions. You should 

follow the test taking methods that work best for you. 

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Job Knowledge Categories and Study References 

Below are the major job knowledge areas (topics) covered on the 2627 SSID Material 

Handler Test and the associated study references. Listed next to each knowledge 

category is the number of items on the exam that will measure that topic. You can use 

this information to guide your studying. Some exams also contain additional pretest 

items. Pretest items will appear just like all of the other items on your exam, but they will 

not effect your score. They are an essential part of ensuring the 2627 SSID Material 

Handler Test remains relevant to successful performance of the job. 

There are a total of 78 items on the 2627 SSID Material Handler Test and the passing 

score is 77%. This score was determined during the test validation process. 

A. Material and Service Processing (34 items) 

Understanding of the different stock and material types as well as how to use 

SAP to perform the following transactions: 

MM03 Display Material 

MMBE Stock Overview 

MB52 Display Warehouse 

ME53N Display Purchase 

Stocks of Material 

Requisition 

MB51Material Document List 

ME23N Display Purchase Order 

References for Material and Service Processing: 

SSID – Material Management Participant’s Guide Presented by TDBU Field Accounting 

Training* 

B. Mathematics (11 items) 

Understanding of basic math concepts such as: addition, subtraction, multiplication, division, 

fractions and decimals. Understanding of units of measure (i.e., each, foot, box, lbs, yard, etc.). 

References for Math and Measurements: 

Mathematics Made Simple. Thomas Cusick. Publisher: Made Simple 

SSID – Material Management Participant’s Guide Presented by TDBU Field Accounting 

Training* 

C. Safety (33 items) 

Understanding of safety and operating procedures, standards, and policies including: carrying 

and delivering material, circle of safety, lifting techniques, general safety behavior (i.e., ladder 

use, safe work space), general first aid, personal protective equipment, tailboarding procedures, 

storage of hazardous chemicals, and policies for operating Company vehicles. 

References for Safety: 

SCE Accident Prevention Manual (i.e., Policy Section, General Rules Section 100, Our 

Commitment to Safety, and First Aid Section 1000)** 

* See attached SSID – Material Management Participant’s Guide 

Presented by TDBU Field Accounting Training 

** Can be found on the SCE Portal 

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Study Guide Feedback 

Please use this page to notify us of any changes in policies, procedures, or materials 

affecting this guide. Once completed, return to: 


Human Resources - Performance Assessment Services 

G.O. 5, 1 st Floor 

1515 Walnut Grove Ave. 

Rosemead, CA 91770 

Test Name: 

2627 SSID Material Handler Test 

Page 

Comments 

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Creating a One-Step Stock 

Transport Order 

This training Is specifically designed for the TDBU field Accounting Organiation. It oddresses the topic In 0 manner 

specific to the field Accounting Organizations's needs and bUsiness practlcles. Other organizations may use the SAP 

functions In a manner that Is different than those illustrated in this document. 

.A~ 

In This Section: 

• Creating a One-Step STO 

A stock transport order (STO) is a type of internal purchase order used to move 

materials internally between storage locations. A One-Step STO is created when 

a Goods Receipt is not needed or not feasible as in the case of unmanned 

delivery locations. The Goods Issue is produced at the time of the shipment. 

Legacy: This is like an Issue Document for B or Exempt material as well as all 

material for Trans/Sub. 

CREATING A ONE-STEP STO 

1. At the SAP Easy Access Men/.!, type MEZ1N In the Transaction Code field. 

. @ Usl Blllln~ Documents : 

@ Cherioa PM Orders _, , ,_ 

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2. Press Enter. The Create Purchase Order screen will open. 

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3. In the document drop down field, select One Step Stock Trans (ZUB). The Create 

Purchase Order screen will refresh. 

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Revision Date: 10/27/08 

2 FAD ERP Training


4. Enter the Supplying Plant (2200) located in the Header. 

5. On the Org Data tab, enter Purchasing Organization (2000). 

6. Enter the Purchasing Group (STO). Purchasing Group STO is used when creating a 

manual STD. 

7. Enter the Company Code (2002). 



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8. Select the Communication tab. 

9. In the Your Reference field, type the internal reference (reservation) number or work ( 

order number for the customer or vendor, if applicable. Leave blank if you are 

replenishing stock for your store. 

10.ln the Document Overview section of this screen, enter K if the material is being ordered 

to a cost center ot..!;,ifthe material is being ordered to either a work order or an internal 

order. If the field is left blank, the material will appear in Unrestricted Stock. 

11. Enter the Material number in the Material field on the first line of the form. 

12. Enter the PO Quantity. 

13. Enter the Plant where material is to be shipped from. Plant: 2200 

14. Enter the Storage Location to which the material is to be delivered. Use V910 for Virtual 

Store location if you do not have a store number. ( 

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15. Select the Delivery Address tab located in the Item Overview section of the screen. 

16. 

17. 

Click on the drop-down


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18. Enter the Name of the individual or group the material should be directed to or as 

necessary, change the name listed in the Name field to indicate the individual or group 

the material should be directed to. 

19. Enter or change the House no./street 

20. Enter or change the CitY/State/Zip Code 

21. Enter any necessary Comments in the Comments field at the bottom ofthe pop-up box. 

Inputting text in the Comments field will generate separate labels that 

alerts the supplying warehouse to pick the STO by job. If this field is left 

blank, the STO will be picked with any other STO's going to the receiving 

location. 

22. CliCk". You will receive the Change delivery address message. 



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WC,tI~;!:;,I!,;,~,~~S~;S,7 ..... H .... ,,~,. . .L..[~ .,~l 

The delivery address is also 

us ed in oth Sf Items; 

o . Should it be. replaceddn all Items 

fly 1118 changed address? 

23. Click Yes to copy and set the same delivery address for all material. Click No if you need 

different delivery addresses for each material. At the bottom of the screen, a set of tabs 

related to the STO and the material entered will appear. 

24. Select the Delivery tab. 

25. In the Part. DeVltem field, enter the appropriate value or leave the field blank to 

* 

indicate the appropriate Partial Delivery choice. 

' A = Only create delivery when entire quantity can be delivered 

B = Don't back order or only create 1 delivery even if the q'uantity is less 

than originally ordered 

( 

Blank = Create as many deliveries as required to fill the need 



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Leaving this field 

blank indicates 

partial delivery is 

allowed. To have 

material shipped as 

they become 

available even if it 

is more than one 

shipment, enter A. 

To have all 

materials shipped 

together, enter B. 

A: Create a deliver'{ even if the warehouse 

quantity is zero on the .$helf 

B: Don't back order or only create one deliver'{ 

even if it's a partial quanti.ty for that sro line 

26. Click Save .111. The Save Document message displays. 

( 

System messages Issued 

Do YCfU want.t~ ~~vectocllm ent or process data? 

27. Click Save. The message One Step Stock Trans created under the number 45XXXXXXX 

will appear in the message bar in the bottom left hand corner of the screen. 

28. Notate the Product Order # 4SXXXXXXX on the Work Order Jacket. 



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REFERENCE 

When the Account Assignment field is left blank, an account assignment tab will not be created 

on the completed STO document. 

When the Account Assignment field is filled in, an Account Assignment tab will appear. You will 

then need to fill in the appropriate information. For a Cost Center, enter K in the Account 

Assignment field and the cost center number in Cost Center field. For an Order (internal or 

work order), enter F in the Account Assignment field and the order number in the Order field. 



9 FAO ERP Training

Creating a Two-Step Stock 

Transport Order (STO) 

This training is specifically designed for the TDBU Field Accounting Organ lotion. It addresses the topic in a manner 

specific to the Field Accounting Organizations's needs and business practicies. Other organizations may use the SAP 

functions in a manner that Is different than those illustrated in this document. 


• Creating a Two-Step Stock Transport Order 

A stock transport order (STO) is a type of internal purchase order used to move 

material from a storage location (I DC 910, WDC 995, or RSC, etc.) to another 

storage location (service center). An STO can be manually created or created 

for your storage location from MRP to replenish your unrestricted stock (bank 

stock). In today's world, this is considered a Pick/Ship Document or a Transfer 

Ship (TS) document. Legacy: Control Account-Bank to Bank. 

The Two-step transport order puts stock in transit. A two-step STO requires a 

manual Goods Receipt (GR) at the receiving location as well as a manual 

Goods Issue (GI) against the work order. This allows for visibility to the in-transit 

process. 

A Goods Receipt will need to be completed from an Outbound delivery 

number created by the storage location (910, 912, 995) sending the material. 

Once the Goods receipt is updated the material quantity will be added to the 

unrestricted (bank) stock. The Two-Step STO will mainly be used for "A" plant 

material stock. 

If the STO is created against the supplying location, the shipping document will 

never be created so the material will not ship. The STO must be created against 

the requesting location. The special delivery instructions are critical to ensure 

material arrives at the correct location and is packed the correct way. 

RSC served service center will use the Two-step STO to replenish what little "A" 

material they keep in stock (Transformers, Fuseholders etc.) MRP will be turned 

off at the RSC so an automatic Two-Step will never generate for these stores. A 

manual 2 Step STO will be required. 

Non RSC served stores will have their MRP turned on and Two-Step STO will be 

automatically generated based on the min and max like it is today. A Non-RSC 

store can also do a manual Two-Step STO to get "A" material delivered to the 

service center when needed.

CREATING A TWO-STEP STOCK TRANSPORT ORDER (STO) 

Trans/Sub will rarely use the Two-Step STO process. ( 

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Southern California Edison 2 FAD ERP TraininLrev_0519

CREATING A TWO-STEP SroCK TRANSPORT ORDER (STO) 

CREATING A TWO-STEP STOCK TRANSPORT ORDER 

1. Enter MEliN in the transaction code field. 

2. Press Enter. The Create Purchase Order screen will open. 

3. In the drop down field, choose Stock Transport Order (STO). The Create Purchase Order 

screen will refresh. 

Southern California Edison 3


( 

4. Enter 2200 in the Supplying Plant field. 

5. Enter 2000 (EMS) in the Purchasing Organization field. 

6. Enter STO in the Purchasing Group field. 

7. Enter 2002 (EMS) in the Company Code field. 

8. Select the Communication tab. 

( 

9. Enter the Reference (Reservation) number for the customer or the vendor in the Your 

Reference field, if applicable. 

10. Enter the appropriate value in the Account Assignment field or leave blank to have 

material go your Unrestricted Stock. 

Southern California Edison 4


The Account Assignment indicates what type of cost element to use for 

this material movement. K indicates a Cost Center, F indicates an Order, 

and a blank field indicates the material should go against the location 

(material to end up in Unrestricted Stock). 

11. Enter the Material Number. 

12. Enter the Quantity of material desired in the PO Quantity field. 

13. Enter 2200 in the Pint field. 

14. Enter the Delivery Location in the Star. Location field. For Transmission, if you do not 

have a Store Location, enter V910 to indicate Virtual store. 

15. If you have more material items to enter, repeat steps 10 -13. 

16. Click ,II. The entries will be validated and additional information will be populated on 

the screen. 

If there are errors in the information entered, a message will appear in 

the message bar in the bottom left corner of the screen. 


5 FAD ERP TrainingJev_0519

CREATING A TWO-STEP SroCK TRANSPORT ORDER (STO) 

( 

17. Select the Delivery Address tab at the bottom ofthe screen. 

( 

18. A,s necessary, change the name of the person to receive the materials and/or the 

address to where the materials are to be delivered, 

19. Click the Address Details button. 

20. In the Comments field at the bottom of the pop-up window, enter any additional 

comments as necessary. 

The special delivery instructions are critical to ensure material arrives at 

the correct location and is packed the correct way. 


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21. Click ]fA to save the address information. You will receive the Change delivery address 

message. 

~~h~!1g&7t ~~:n~~~,a:~~CU:~~~~~nwi 

. The deliv91l' addresstsalso 

us'ad in other items. . 

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fi Should jIbe replaced in all items . 

. by the changed address? 


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22. Click Save JIi. The Save Dacument message displays. 

( 

Systam messages issued 

Do you want to saY document or process data? 

23. Click Save. The message One Step Stock Trans created under the number XXXXXXXXX 

will appear in the message bar in the bottom left hand corner ofthe screen. 

24. Notate the Product Order #XXXXXXXXX on the Work Order Jacket. 

The STO# should be noted on the 8255 or 14511. This is comparable to 

the legacy internal AREQ which would create a Pick Ship or Trans Ship. 

( 

( 


8

ZSlO Creation with 

reference to a Work Order 

This training is specifically designed for fhe TDBU Field Accounflng Organiatlon. It addresses the topic in a manner 

specific to the Field Accounting Organizations! s needs and business practlcles. Other organizations may use the SAP 

funcllons In a manner that is different than those Illustrated in this document. 

" 


• ZSTO Creation with a reference to a Work Order or 

Reservation 

• Posting a Change to a ZSTO 

The ZSTO will allow the user to change the shipping address, and enter special 

instructions for drop ships and pick by job scenarios. This can also be used to 

add more line items to an existing STO if new items added/released on the Work 

Order or if the quantity on the existing line items on the Work Order is increased. 

This is similar to the IBOR in the current Legacy system. 

ZSTO CREATION WITH REfERENCE TO A WORK ORDER 

1. Enter ZSTO in the Transaction Code field. 

2. Press Enter. 

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CJ Accounting 

~ CJ Human Resource .. 

~ CJ tltilitTes Industry , 

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1 FAD ERP Training_revOS09

STO CREATION WITH A REFERENCE TO A WORK ORDER 

3. In the Document Type field, enter ZUB for a one-step STO or UB for a two-step STO. 

( 

4. Enter either the Reservation number or the Work Order number in the appropriate 

field. 

5. Click the Get Reservations button. The Reservation Detail screen will appear. 

System automatically pulls in the linked reservation and displays the line 

items for you. It is at this point when the creator can change the 

quantities which are retrieved from the reservation line items (open 

quantities only), and enter the storage location (if different than what is 

on the selected reservation items). Initially, all open material lines on the 

reservation willbe brought over for selection on ZSTO reservation details 

screen, the creator can choose to "deselect" certain lines on the ZSTO 

depending on the requirements. 

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Revision Date 10/27/2008 

2 FAO ERP Training


All the displayed line items will be defaulted as selected except the ones 

that have materials procured directly from the supplier at the storage 

location (for example, poles at the districts). The ABC indicator column 

shows if it is an A or B or C or E material. The RSC served stores will have 

MRP turn off for Band E material so no B loading will hit the work 

orders. So all A,B,E material can be selected on the ZSTD. 

if an item has a value of 20 in the Special procurement key column this 

means the material in the line item is procured externally at the storage 

location and should not be copied over the STD. Instead, a purchase 

requisition should be created for this material outside of the ZSTD 

transaction. 



3 FAD ERP Training .

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There are three icons to the right of the Create STO button. 

• The Select All ~ button selects all lines from the reservation to be included in the (- 

ZSTO. 

• The Select Block [IJ button allows the user to select a portion of the lines to be 

included on the STO. 

• The Deselect All III button will deselect all lines from the ZSTO. After clicking this, the 

user can then select the lines that are required on the ZSTO. 

6. Make the appropriate choice regarding selecting line items to be included on the ZSTO. 

7. If changes to the Quantity are needed, make them at this time. 

8. Enter a Storage Location if one has not been previously entered. 

9. Click the Create sTo[]fCf~ailclit(j'rl button to create an STO for the selected line items 

with the selected quantities and the requesting storage location. The Create STO box 

will pop up. If the storage location was changed to a different one then this pop-up box 

would list the locations that are being changed with the entered SLOC value . 

• • , l@""" 

Do you want!o change the stor~g8 location to 

\/910 on the work order 

10. Click the Yes button. The STO is created and the STO number is displayed. If the master 

data is not correct an error message will appear in red on the message bar in the lower 

left hand corner of the screen. 

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FAD ERP Training


POSTING A CHANGE TO ZSTO 

1. Click on the selector to the left ofthe STO number to change the STO. 

2. Click the Change STO button to change a field on the STO. The One Step Stock Transport 

xxxx- Created by (Your Name) screen will open showing the details ofthe STO . 

. This is needed in order to populate the actual ship to address if it is a 

drop-ship scenario and also to enter special instructions in cose of Pick by 

job scenario in the Comments field. 

3. Click the Header button to open the STO Header area. 

4. Select the Communications tab to see the Reservation number for this STO. 



5 FAD ERP Training


It is vel)! important to have the reservation number populated if it is a 

ZUB type STD. This facilitates automatic goods issue against the 

reservation in case of sub-stations and location where this function can't 

be done manually. 

( 

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6. If not already completed, enter the name and address of the person to whom the 

materials should be delivered. 

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7. Click ~l You will receive the Change delivery address message. 

The delivery address ;18 also 

us'ed ino!her items. 

I@ 

Should It be replaced in all Items 

by the changed address? 

8. Click the Yes button. The address will be copied to all line items. 

If two line items are to be delivered to different addresses, do not click 

the YES button. 

9. Click Save •. 

10. Press Enter to skip through the warning messages. The message STO Changed will 

appear in the message bar in the bottom left hand corner of the screen. 



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INCREASING THE QUANTITY ON AN STO 

( 

This process will only work to increase the quantity on an STD. 

1. Enter ZSTO in the Transaction Code field. 

2. Enter the Work Order number. 

3. Click the Get Reservation button. 

4. Click the Yes button. 

5. Click the Add/Modify STO Items button. 

6. Click the Yes button. 

7. Click on the Selector to the left of the STO number. 

8. Select the appropriate line item by highlighting it. 

9. Click the Change STO button. The STO details will open. 

10. Make the necessary changes to the quantity of the item(s) listed. 

11. Click :1:l1 to return to the lSTO. The message STO has been modified successfully will 

appear on the message bar in the lower left hand corner of the screen. 

The only changes that can be copied over to an existing STO tied to a work order are 

• Increased line item quantity on the work order 

• New line item added or released on the work order 

If the quantity on a line item on the work order needs to be reduced or deleted, use 

Transaction Code MEZZN after consulting with the warehouse. 

( 

If the requirement dates on the Work order items are changed, the dates on an existing STO 

will need to be changed manually using Transaction Code ME33N. 

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8 FAO ERP Training

Goods Issue to a 

Work Order 

~'i 

This training Is specifically designed for the TDBU Field Accounting Organiatlon. It addresses the topic In a manner 

specific to the Field Accounting Organizations's needs and business practlcles. Other organizations may use the SAP 

functions In a manner that is different than those illustrated in this document. 


• Goods Issue to a Work Order 

Work Orders are used to plan and execute Enterprise Asset Management (EAM) 

activities. They have multiple purposes, including: 

• Assisting with planning and scheduling the work 

• Identifying the material, labor, and other resources required 

• Maintaining a record of the work carried out 

• Assigning costs to the correct cost objects 

Material may be issued against a work order. Every work order wiff create a 

material reservation for DSRP work orders, for each line item required to 

complete the work. 

Goods issue to work order is carried out using transaction code MIGO and 

movement type 261. 

GOODS ISSUE TO A WORK ORDER 

1. Enter MIGO in the transaction code field. 


3. Change the first drop down to Goods Issue. 

4. Change the second drop down to Order. The title on your screen will now read Good 

Issue Order - (Your name). 

5. Enter the 9-digit Order number in the field next to the second drop down. 

6. Hit Enter.

GOODS ISSUE TO WORK ORDER 

( 

The form in the middle of the screen is filled out using the tabs on the bottom half of the 

screen. As data is entered, it is populated in the appropriate format to the form. 

7. In the GI for cost center field, enter 261 (code for Issuing Goods to Work Order). 


( 

9. Select the Material tab at the bottom of the page. The material information will 

automatically populate onto the form. 



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GOODS ISSUE TO WORK ORDER 

," 

10. Click the Item OK checkbox to select. This can be found at the bottom of the screen. 

11. Click the Check rCtlec~'1 button to verify the information entered does not contain any 

errors. 

12. Click the Post iJ"olli~1 button. The message "Material document xxxxxxxxxx posted" will 




3 FAD ERP Training

( 

I 

Goods Issue to Internal 

Order 

" 

This training Is specifically designed for the TDBU Field Accounting Organiation. It addresses the topic in a manner 


functions in a manner that is different than those Illustrated in this document. 


• Goods Issue to Internal Order 

An Internal Order captures costs to be settled at a later date for purposes such 

as labor and rnaterial. An internal order is different than a work order as it does 

not have the same work management capabilities such as budgeting, 

planning, and scheduling. Internal Orders are typically used to capture and 

monitor cost between departments. 

• The Internal Order Number is typically six digits starting with the number 7. 

GOODS ISSUE TO INTERNAl. ORDER 

1. At the SAP Easy Access Menu, type MIGO in the Transaction Code field. 

I>: ' 

~CJ 

" I> CJ Accounl1ng 

[> D Human R.es~urces . 

l> CJ UtilitIes Industry :, 

~ 

~ 

Components, 

2. Press Enter. The Material Mavement screen will open.

GOODS ISSUE TO INTERNAL ORDER 


4. Change the second drop down to Other. The title on your screen will now read Goods 

Issue Other - (Your name). 

5. In the Movement Type field, type 261. The drop down list can also be used to find the 

correct code. 

( 

6. Press Enter. The wording next to the Movement Type will change to GI for order. 

The form in the middle ofthe screen is filled out using the tabs at the bottom of the screen. As 

data is entered it will be transferred over in the appropriate format to the form. 

7. Select the Material tab at the bottom of the page. 

8. Enter the Material Code. If you do not know the material code, use the search for the 

material code. 

If you only know a portion of the number, you may enter that. 

When you press enter a list of all material codes matching that 

number will appear. Choose the material code by highlighting the 

line and either double clicking or press !iii. 

( 



2 FAD ERP Training


9. Select the Quantity tab. 

10. Enter the Quantity of the material being ordered in the Qty in UnE field. 

11. Enter the unit of measure in the EUn field. For example, EA for each or FT for feet. The 

drop down will provide you with acceptable choices based on the material. 

12. Select the Where tab. 

13. Enter the Plant. 

·14. Enter the Storage location. 



3 FAO ERP Training


15. Press Enter. The information entered on the bottom portion ofthe screen will now 

populate the appropriate fields. ( 

16. Select the Account Assignment tab. 

17. Enter the Order number. 

( 

18. Click the check box next to Item Ok, if not already done. 

19. Press Enter. The Material information will populate onto the form. 



4 

FAO ERP Training


20. Click thel:£j1~~,·1 Check button to verify that the information 

entered does not contain any errors. A green circle under 

Status indicates the order is OK. The message "Document is 

OK" will appear on the message bar in the lower left hand 

corner of the screen. 

21. Click thel:JPo~!;;1 Post button. The message "Material document xxxxxxxxxx posted" will 

appear on the message bar in the lower left hand corner of the screen. This is your 

reference number for your work order jacket. 



5 FAO ERP Training

~p~,~~~nE···~~~L~~~~~··~·~~~~~m~~~~~~~~~~~~~~~~~~~~~~~~~~b 

~ .~ 

Goods Issue to a 

Cost Center 

This training Is specifically designed for the TDBU Field Accounting Organlatlon. It addresses the topic in a manner 

specific to the Field Accounting Organizations's needs and business pradlcles. Other organizafions may use the SAP 

functions in a manner that Is different than those illustrafed In this document. 


• Goods Issue to a Cost Center 

A Cost Center is a 'bucket' that captures costs to be settled at a later date for 

purposes such as total labor, overheads, etc. Goods issue to cost center is 

carried out USing transaction code MIGO and Movement Type 201. Typically, 

goods issue to cost center involves material taken out of a storage location to 

be issued on. 

ENTERING A GOODS ISSUE TO A COST CENTER 


2. Press Enter. The Goods Issue screen will open. 

CrOlIS"'IPplicatlan components 

[)-'" CJ'Loglstics , 

() C:rAccounllli!F; 

1>-- d_Human Resources 

. ~ ClUtllltleslnduslljI .. 

1)- CJ lnformatloo Systems 

~ I

GOODS ISSUE TO COST CENTER 


4. Change the second drop down to Other. The title on your screen will now read Good 


5. In the GI for Cost Center field, type 201. The drop down list can also be used to find the 

correct code. 

( 

The form in the middle ofthe screen is filled out using the tabs at the bottom of the screen. As 


6. Select the Material tab at the bottom ofthe page. 

7. Enter the Material Code. If you do not know the material code, use the search function 

for the material code. 

8. Press Enter. A new tab for Account Assignment will appear. 

( 



2 FAO ERP Training



10. Enter the Quantity of the material that is being issued. 

11. Press Enter. The quantity will auto populate. 


13. Type 201 in the Movement Type field. 

14. Enter the Plant number. 

15. Enter the Storage Location (district). 


17. Enter the either the Cost Center or Order Number. 


Depending on the Movement Type, the Account Assignment will be 

different. For Movement Types 201-202, Cost Center will appear on the 

Account Assignment tab. For Movement Type, 261-262, an Order 

Number for either the Internal Order or Work Order, will appear on the 

Account Assignment tab. 



3 FAG ERP Training


( 

19. Click the check box next to Item Ok, if not already done. 

20. Click the [c~;e'CI);j Check button to verify that the information entered does not contain 

any errors. 

21. Click the I"p;st.j Post button. The message "Material document xxxxxxxxxx posted" will 

appear on the message bar in the lower left hand corner of the screen. This is your 

reference number for your work order jacket. 

( 



4 FAO ERP Training'

Goods Issue for 

Scrapping 

This training is specifically designed for the TDBU Field Accounting Organlafion. It addresses the topic in a manner 

specific to the Field Accounting Organizafions's needs and business practlcles. Other organizafions may use the SAP 

funcflons in a manner that is different than those illustrated in this document. 

~~ 

Ai 


• Goods Issue for Scrapping 

If a material is no longer of use, it may be scrapped, If a material is destroyed, 

this information must also be entered in SAP. This process would be used for the 

end of a reel of cable (today a VOS) or if item is broken on the job (BOJ). 

Scrapping reduces the quantity in either blocked or unrestricted stock. When 

you post a material for scrapping, SAP reduces the relevant stock, transfers the 

value of the scrapped material from the stock account to a scrap account, and 

debits the cost center entered. 

You can scrap material from: 

• Unrestricted-use stock 

• Stock in qualify inspection (meters, transformers) 

• Blocked stock 

GOODS ISSUE FOR SCRAPPING 

1. At the SAP Easy Access Menu, enter MIGO in the Transaction Code field. 


CJ CroSS-Application Components ,< 

ClLogisllCS 

CJ Accounting. 

C:J Human Resources 

Cl Utlnlles Industry 

CJ .lnformatioo Systems





5. In the GI for cost center field, type 551 (code for Withdrawal for scrapping from 

unrestricted-use stock). The drop down list can also be used to find the correct code. 


( 

The form in the middle of the screen is filled out using the tabs at the bottom of the screen. As 


( 

7. Select the Material tab at the bottom of the page. 

( 



2 FAO ERP Training


8. Enter the material code. If you do not know the material code, use rail to search for the 

material code. 

If you only know a portion of the number, enter what you know and 

a wildcard symbol (*) in the appropriate position before and/or after 

your entry. When you press Enter, a list of all material codes 

matching that number will appear. Choose the material code by 

highlighting the line and either double clicking or pressing M!. 


10. Enter the quantity of the material that is being scrapped. 



3 FAO ERP Training


11. Enter the unit of measure in the second field. For example, EA for each. The drop down 

will provide you with acceptable choices based on the material. ( 



14. Enter the Storage location. 

You will need to verify the quantity showing in either unrestricted or 

blocked stock is large enough to meet the quantity requirements. 

15. Click .iI. The data entered on the tabs will be transferred to the form in the middle of ( 

the page. 

16. Press Enter. The Account Assignment tab will be populated. 


18. Enter a Cost Center. 



4 FAD ERP Training


19. Click the Check[9Hi~j button to verify that the information entered does not contain 

any errors. 

20. Click the Post It;~bS'rI button. The message "Material document xxxxxxxxxx pasted" will 



Revision Date 10/28/2008. 

5 FAO ERP Training

Cancel Goods Issue (GI) 

. 

''i 

This training Is specifically designed for the TDBU Field Accounting Organlation. It addresses the topic in a manner 

speciffc to the Field Accounting Organizations's needs and business practicies. Other organizations may use the SAP 

functions in a manner thaf Is different than those Illustrated In this document. 


• Cancel Goods Issue (GI) 

Once a goods movement is posted, the quantities, materia/, movement type, 

and organizational level can no longer be changed. You can only make 

changes to some text fields. 

If you want to correct errors, you have to reverse the movement and thus create 

a new material document. You have to cancel/reverse the incorrect document 

beforehand. 

Some reqsons for canceling goods issue may be: 

• Material issued to the wrong work order 

• Incorrect material quantity issued 

• Incorrect material issued 

• Material issued from the incorrect wrong location 

CANCEL GOODS ISSUE (GI) 

1. From the SAP Easy Access menu, enter MIGO in the Transaction Code field. 


I> D Cross~,A,pplicaliofl Components 

~ CJ Logistics 

I> CJ Accounting 

I> D HUman ResQurces-< 

[> CJ Utilities Industry 

I> CJ Jnformatlon systems . 

~ I

CANCEL GOODS ISSUE 

3. Change the first drop down to Cancellation. 

4. Change the second drop down to Material Document. The title on your screen will now 

read Cancellation Material Document - (Your name). 

The last Material Document number will populate into the material 

document field. You will need to verify if this is the material 

document number to cancel. If not, you will need to change it. 

~ Cancellation Material Document 4900003221 

5. Press Enter. The title on your screen will read Cancellation Material Document 

xxxxxxxxxx -(your name). 

6. Select the line item or line items to be cancelled. 

7. Select the Material tab at the bottom ofthe page and check Item OK to Indicate that 

the material to cancel. 

8. Hit Enter. The check mark in the OK field indicates that you selected the mate"u', ','"." 

". 

item to be cancelled. 



2 FAO ERP Training

CANCEL GOODS ISSUE 

( 

, 

9. Click the r:,qIi~c~'1 Check button to verify that the information entered does not contain 

any errors. The message "Document is OK" will appear on the message bar in the lower 

left hand corner of the screen. 

10, Click the Post 1,;1"";51)1 button. The message "Material document xxxxxxxxxx posted" will 

appear on the message bar in the lower left hand corner of the screen, The new 

Material Document number will also display in the list of Material Documents on the 

left. 



3 FAO ERP Training

Transfer Posting from 

Unrestricted to Block Stock 

This training is specifically designed for the TDBU Field Accounting Organlation. It addresses the topic In a manner 

specific to the Field Accounting Organizations's needs and business practic1es. Other organizations may use the SAP 

functions In a manner that is different than those Illustrated in this document. 

.AI 


• Transfer Posting from Unrestricted to Block Stock 

Transfer posting is not a physical movement of material rather a change in stock 

type to indicate the status. A transfer posting is performed to change the 

material stock status from Unrestricted Stock (i.e. usable stock) to Damaged 

Stock, stock for refurbishment or quality inspection stock. 

• A Stock Type of Blocked Stock is used for representing the Damaged 

Stock or Refurbished Stock using a Movement Type 344 

TRANSFER POSTING FROM UNRESTRICTED TO BLOCK 

STOCK 


2. Press Enter. The Material Movement screen opens.

TRANSFER POSTING FROM UNRESTRICTED TO BLOCKED STOCK 

3. Change the first drop down to Transfer Posting. 

4. Change the second drop down to Other. The title on your screen will now read Transfer 

Posting Other - (Your name). 

5. Enter 344 in the Movement Type field. 

c·' 


7. Select the Transfer Posting tab. 

8. Enter the Material Code number or press the space bar to obtain a list of your stored 

numbers. 

·······i···· 

............... it;, ;.:"." .... 

r{l(;Ni{Jll3~~" 

f·(l.O\10i)~;:G 

(\.vO(lon~J,)" 

( 

••• 1 ••••• 

( 



2 FAG ERP Training


9. Press Enter. The Material description will display. 

TR blocked to umBo 

h U; 

.. " ,", 

!:{)(mrlf)r/!04 

S()iR)()fJ(~:.1:JiJ 

B!/!J!lililrgm 

;'i{;()(;J)(Vf.129 

tiCu(W,\fj:J1 '1 

!i()i)ilr)l;lf(lOO 

ti0f)1'W:,r,,1.?t 


11. Enter the Quantity to be transferred in the Qty In Unit of Entry field. 


'15I)b0n~,~i1 .. 

. if-!!fJ.QQ1?~'!~r 

::1' 


14. Enter the Plant and Stor Loc in the From section of the Transfer Posting tab to indicate 

where the material is to be transferred from. 



3 FAO ERP Training


15. Enter a Reason for Movement. 

( •. , 

16. Press Enter. The information about where the material is located will populate the 

Transfer Posting tab. 

( 



4 FAO ERP Training


17. Click the Checkr~]';;;kl button to check the entries. Ifthere are errors, you will see a 

message in the Status bar . 

. """"Y'" 

. ····i··· 

i r~" . 

£4QO\l(;O:J2.1j 

~~n(I(J!J(Wfj;~ 

;\1.\\'iMJ~)('J);(j4 

!,,(~~(I(J()(;:Bt1 

18. Click the Post r,,'Qsk! button. The message "Material document xxxxxxxxxx posted" will 




5 FAO ERP Training

Return Material from Work 

Order 

This training is specifically designed for the TDBU Field Accounting Organiation. It addresses the topic in a manner 

specitic to the Field Accounflng Organizations's needs and business practicies. Other organizations may use the SAP 

functions In a manner that Is different than those Illustrated in this document. 


• Return Material from Work Order 

Occasionally, material from field will be returned to stores for various reasons 

such as unused materials, field returns, etc. 

The material return can be processed by directly performing the Goods Issue to 

Other and then choosing Movement Type 262 (Goods Issue Reversal). The user will 

have to specify the Internal Order as a cost object to which the 'credit' for this 

return will be processed. 

RETURN MATERIALS TO WORK ORDER, MOVEMENT TVPE 

262 


Office 

CJ cros~-Appijcation cnmpo'nents . 

CJ Logistics, 

CJ Accounting , ' 

. " 'j>..' CJ Human Res.ou:rces 

" ~ CJ Utilities Industry 

'Ii CJ mlnimation Systems ' 

~ Tool. 

2. Press Enter. The Goods Issue screen opens.

RETURN MATERIAL FROM WORK ORDER 




( 

5. In the Reason for Order field, type 262. The drop down list can also be used to find the 

correct code. 


( 

7. Select the Material tab at the bottom ofthe page. 

8. Enter the Material Code and hit Enter. If you do not know the material code, use the 

search function for the material code. A new tab for Account Assignment will appear. 



2 FAD ERP Training



10. Enter the Quantity of the material that is being issued. 




14. Enter the Storage Location (district). 




3 FAG ERP Training


16. Enter the Work Order number to be charged. 


( 

18. Click the Check button to verify that the information entered does not contain any errors. 

The green circle in the STAT field indicates that the Document is 01

Creating a Stock Transfer 

Returns (STR) A 

This training Is specifically designed for the TDBU Field Accounting Organlatlon. It addresses the topic in a manner 


functions in a manner that is different than those illustrated in this document. 


• Creating a Stock Transfer Returns (STR) 

An Stock Transfer Returns is used to return materials to the warehouse. The 

materials may be used transformers, excess stock, stock incorrectly received 

from the warehouse or other materials. The Return process is made up of many 

steps. 

• Creating the STR (ME51 N) 

• Approving the STR (done by the Analyst) 

• Creating an STO from the STR (ME21 N) 

• Creating a Delivery for the STO (VL 1 00) 

• Finding the Goods Delivery number (ME23N) 

• Picking and Packing the Material (VL02N) 

• Creating and Updating a Shipment (VTO 1 N) 

• Updating Shipping Status (VT02N) 

CREATING A STOCK TRAIUFER RETURN (STR) 

1.. On the SAP Easy Access screen, type MES1N in the Transaction Code field. The Create 

Purchase Requisitian screen opens.

CREATE A STOCK TRANSFER RETURN (STR) 

Select UB 

STOPR 

(For Return) 

2. In the first drop down, select STO PR (for Returns). 

3. In the Item Category field (designate;\! with an II, type a 

U for Stock Transfer. i: 

4. In the Material field, enter the Material Code. 

5. In the Quantity field, enter the quantity. 

6. In the UOM field, type the unit of measurement. 

7. In the Delivery Date Category field (designated with a C), 

type a D for Day format. 

8. In the Plant field, enter 2200. 

9. In the Stor Loc field, enter the numb(lr for the storage 

location the material is being sent to (0995 for 

Westminister). 

) 

) 



2 

FAO ERP Training


10. Click. or press Enter. The remainder ofthe Item Overview fields will populate and 

the Item Detail portion of the screen will open. 

• Enter 2200 in the 

Supplying Plant field . 

• Enter your SLOe in 

the Issuing Storage 

Loe field. 

11. Select the Source of Supply tab. 

12. Enter 2200 in the Supplying Plant number. 

13. Enter your Storage Location number Ilocation returning the material) in the Issuing 

Storage Lac field. 

14. Click II or press Enter to accept the values entered. 

15. Click Save •• to save the changes. A message indicating "Purchase requisition number 

xxxxxxx created" will appear on the Status Bar in the bottom left hand corner of the 

screen. 

The STR is now complete and will be routed to the Analyst for approval or release. The Analyst 

will generally review the STR the same day. Acknowledgement of approval will be received via 

a Lotus Notes email which will include the reference number of the document. 



3 FAD ERP Training


CONVERT STR TO STO 

Once the STR is approved by the analyst, the next step is to convert the STR into an STO. This is 

done using Transaction Code ME21N. Use the document reference number on the email from 

the analyst when searching for your STR. 

Using Material Code or other criteria to search for STRs will bring up all 

STRs matching your criteria across the system. There is the potential 

that any actions you take would affect all matching STRs in effect 

altering or completing those STRs in error. 

1. AT the SAP Easy Access menu, type MEliN in the Transaction Code field. 

2. Click~ or press Enter. The Create Purchase Order screen will appear. 

~. (j crI>SS-ApPIIC.tI~ compon~n;s 

~. (j Logislics . . 

~ (j Accouniln9 

[> CJ Human Resources 

~ (j lJlllltles Industry 

D (j·lnfor·ma.tlon Systems :. 

Toola 

) 

) 



4 FAD ERP Training


3. Select UB Stock Transp.Order from the 

first drop down. 

Create Purchase Order 

Dummy Purchase Order 

DFPS, In!. Ord .. Type 

Framework Order 

Standard PO 

4. In the Item Overview section of the screen, scroll to the right to the Purchase Requisition 

field. 

5. Enter the STR number (Purchase Requisition number) in the Purchase Requisition field. 

6. Press Enter. The information from the STR will populate the form. 



5 FAD ERP Training


7. Click Save III. A confirmation box will appear. 

8. Click Save. A message will appear in the bottom right corner of the screen indicating the ') 

STO has been created. Write down the number of the STO. 

~~t(}ckTransp,Orde(~reatedll1'idef thElrlLJrniJer 45G001 92SB,,··i ... 

. . - - . 

The next step is to create a delivery for the 5TO, 

CREATING A DELIVERY fOR THE STO 

Creating a delivery in SAP indicates to the system that you have material that will be physically 

moving from one location to another and prepares you to take the step of picking and packing 

the shipment. Use Transaction Codee VLiOD for creating the delivery. 

9. At the SAP Easy Access menu, type 

VL10D in the Transaction Code field. 

10. Click:ll or press Enter. The Purchase 

Order Items screen will appear. 

SAP Easy Access 

) 

Delete this value 

so the field is 

blank. 

11. Remove any entries in the CalcruleDeftDlvCrDt field so the field is blank, 

\J. 

Southern california Edison 


6 FAD ERP Training


12. Click on the Purchase Orders tab. 

13. Enter the STO number in the Purchase Document field. 

14. Click Execute ~. The Activities Duejor Shipping "Purchase Order Items" screen opens. 

Click box to 

include items in 

the delivery 

Click the 

Background 

button. 

15. Click the box next to the items to 

be included in the delivery. 

16. Click the Background button. A 

second line will appear and the 

lines will turn blue. 

17. The Delivery Creation is now complete. Back out of the transaction using the green or 

yellow arrow buttons on the Menu Bar and return to the Easy Access menu. 



7 FAO ERP Training


FINDING THE GOODS DELIVERY NUMBER 

In the last step, the delivery was created. In the background, this step creates a material 

document to perform the outbound delivery. This Outbound Delivery number can be found on 

the Purchase Order History tab on the STO (Purchase Order). This number will be need for 

subsequent steps. 

1. At the SAP Easy Access menu, type ME23N in the Transaction Code field. 

2. Click II or press Enter. The Stock Transp. Order screen will open. 

) 

3. Select the Purchase Order tab. 

This the Outbound Delivery 

number. Make a note of this 

number as it will be used later 

in the process. 

\) 



8 FAO ERP Training


PICKING & PACKING THE MATERIAL 

The next step is to tell SAP that you have selected the material to be shipped and indicate the 

method of packaging the material for shipment. Use Transaction Code VL02N for this activity. 

1. At the SAP Easy Access menu, type VL02N in the Transaction Code field. 

2. Click 'liar press Enter. The Change Outbound Defivery screen opens. 

3. Enter the Outbound Delivery number from the last step in the Outbound Delivery field. 

If you are doing these steps sequentially, the Outbound Delivery number 

will be automatically populated in this field. 

4. Press Enter. The Replenishment Dlv. screen opens. 

5. Select the Picking tab. 



9 FAO ERP Training


6. Enter the quantity ofthe material being shipped in the Picked Qty field. 

) 

7 .. Click the Pack icon (looks like a box). The Processing of Handling Units for Outbound 

Delivery screen opens. 

t~L~1 

Replenishment Diy. 80000102 Change: 

) 

J 



10 FAO ERP Training


8. In the Packaging Materials field, enter the type of packaging material being used. For 

example, box or pallet. 

9. Press Enter. A number will appear in the Handling Unit field. 

10. Highlight the line item in both the top and bottom portions of the screen. 



11 FAD ERP Training


) 

Pack 

icon 

11. Click the Pack icon in the middle right portion of the screen. The material shown at the 

bottom of the screen will disappear. A message will appear at the bottom right side of 

the screen indicating the Material was packed. 

) 

) 



12 FAO ERP Training


12. Click SaveS!!. The screen returns to the Change Outbound Delivery screen. A message 

appears at the bottom of the screen indicating the Replenishment Dlv. has been saved. 

, ,,' 

", 

13. Click the green arrow to back out of the screen to return to the SAP Easy Access Menu. 

CREATING IA 

SHIPMENT 

Creating a shipment puts the material in motion in the system. 

1. At the SAP Easy Access menu, type vrOiN in the 

Transaction Code field. 

2. Click.ll or press Enter. The Create Shipment: Initial 

Screen opens. 

3. In the TransportPlanningPtfield, enter EMSi. 

4. In the Shipment Type field, choose ZEMS from the drop down list. 

5. Click the Select Deliveries button. 

The Indiv. Shipmt EMS screen opens 

with the Select Outbound Deliveries 

pop-up box opens. 

Click the Select Deliveries button. 



13 FAD ERP Training


6. Scroll down to the Outbound Delivery field. Enter the Outbound Delivery number. 

7. Click Execute~. The Select Outbound Deliveries pop-up window will close~ 

) 

The message at the bottom right ofthe screen provides confirmation that this delivery was 

added to the shipment. 

J 



14 FAO ERP Training


UPDATING SHIPPING STATUS 

1. At the SAP Easy Access menu, type VT02N in the Transaction Code field. 

2. Clickll or press Enter. The Change Shipment: Initial Screen opens .. 

: ~" 

vaL 

, :~ : 

3. Enter the Shipment Number. 

4. Press Enter. The Indiv. Shipmt EMS screen opens. 



15 

FAO ERP Training


5. In the FwdAgent field, enter 1 to indicate Edison as the freight carrier or 2 to indicate 

the freight carrier is a contractor. /) 

6. Click the Planning, 

Check-in, Loading 

start, Loading end, 

Shpmt completion, 

Shipment start, and 

Shipment end 

buttons. As you 

click them, a green check will appear. 

7. Click Save B. The Display Logs screen opens. 

) 

\) 



16 

FAG ERP Training


8. To check that all work has been completed, enter VL02N in the Transaction Code field at 

the SAP Easy Access menu. 

9. Click .• ~ or press Enter. The Replenishment Dlv. screen opens. 

10. Click on the Status Overview tab. 

Blank = Not relevant 

A = Not Processed 

B = Partially Processed 

C = Completely Processed 

D = There are only non-assigned shipping units 

All items should display 

a C (Completely 

Processed) except for 

GM and GS. These will 

show a C after the 

material has been 

receipted for on the 

other end. 



17 

FAD ERP Training

Display Stock Overview 

"'l 

This training is specifically designed for fhe TDBU Field Accounting Organlallon. It addresses the topic in a manner 

specific to the Field Accounting Organizations's needs and business prodicies. Other organizations may use the SAP 

fUnctions In a manner that is different than those illustrated in this document. 


• Display Stock Overview 

There are times when you may need to look up stock for your storage location. 

Use transaction code MMBE to display stock. 

DISPLAY STOCK OVERVIEW 

1. Enter MMBE in the Transactian Code field. 

2. Press Enter. The Stock Overview: Company Code/Plant/Storage Location/Batch screen 

opens.

i I 

I 


3. Enter the Material Code 

4. Enter the Plant - 2200 

5. Click Execute ~ The Stock Overview: Basic List displays. 

( 

I 

I , 

Southern California Edison 2 

FAO ERP Training


0622: MONTEBELLO Be C3D 

0632: OOMPTON Be 

09~S WESTMINSTER DC AWN1 

.. ', . I, 

..:...!...... ' .........,...,;, 

6. Double click on El icon to display the Stock 

Overview: Bosic List. 

Southern California Edison 3 FAD ERP Training

~ 

Display Material Codes 



functions In a manner that Is different than those illustrated In this document. 


• Display List of Material Codes 

There are times when you may need to look up the newly converted Material 

Code. 

You can search by using: 

• Old material code 

• Material name 

• (*) wild card either before or after the material number 

To view a material code, use transaction code MM03. 

DISPI..AVMATERIAL 

1. On the SAP Easy Access screen, enter MM03 in the Transaction Code field. 

2. Press Enter. The Display Material Code: Initial Screen opens. 

3. Enter the Material Code.

DISPLAY MATERIAL CODES 

If you do not know the Material Code, you search for it via a number of different selection 

criteria. This example will use the old Material Code as the search criteria. 

( 

4. Click on the (j Match List icon to search for material code using old code. The Material 

Number screen opens. 

5. Select the Material by old material number tab. 

6. Enter the Old Material Code. 

( 

7. Click j]. 


Updated: 10/27/08 

2 FAD ERP Training


B. Double click on the New Material code. The Display Material (Initial Screen) opens. 

I I I (0. 

9. Click on Select View(s) button. The Select View(s) screen displays. 

10. Check the box next to "Storage Location Stock". 

11. Click the iia green check icon. The Organization Levels screen opens. 


Updated: 10/27/0B 

3 FAD ERP Training


12. Enter Plant:2200 

13. Enter Stor.Location : 0229 

( 

14. Hit Enter or click£!. The Display Material XXXXXXXXX screen opens that contains the 

Material information. 

( 

Click on the idrop down icon at the top right of the screen. A list of View 

Options displays. 


Updated: 10/27/08 

4 FAO ERP Training


8aslcdata 2 

Cla.sslfication 

Sale8: sales org, 1 

Sales: sales org, 2 

8ales: GeneraliPlan1 

Foreign lrade export 

. S ale. text' 

Purchasi,iig,. 

Forelgnlradelmport 

Purchase (}rdsrtext 

'f?re'castlng 

Plant d.ta Istor. 1 

Plant data' stor. 2 

Wafehouse Mgmt1 

Wafehouse Mgmt2 

: Accounting 1 ' 

, i\ocoonting2' 

~.stor.loc. 

15. Click on the Purchase order Text tab. The Purchase Order text displays. 


Updated: 10/27/08 

5 FAO ERP Training


16. Select MRPl tab. 

Click here 

to view 

MiniMax 

information 

( 

17. Click MRP areas button. The Overview:Display MRP Areas selection box opens. 

18. Choose the appropriate SLOC from the list. 

19. Click the Details: MRP Area button. The Display MRP Areas window opens. 

(j 


Updated: 10/27/08 

6 FAO ERP Training


POLES,WQODEN POLES OR TELEPHON 

SCE 109'lsUcs· 0229 SLoc 

Non GBU -Materials 

Minimum 

In Non-RSC-served districts, all '8' material should be MRP Type 

NO (No Planning). This will require you to manually order 8 

material. MRP will still run in the background to record demand for 

these materials. 

In RSC-served districts, MRP is turned off. Material should not be 

. set to auto ordering. 

Trans/Sub MRP should be turned off. No auto ordering is done. 


Updated: 10/27/08 

7 FAD ERP Training


20. Select MRP2 tab. This displays the Lead Time. 

c 

POLES,WOODEN POLES OR TElEPHON 

SCE Logisllcs - 0229 Sloe 

Non GBU -Materials. 

Lead Time 

( 

c .., 


Updated: 10/27/08 

8 

FAG ERP Training

Display List of Purchasing 

Documents 

~ A 

This training is specifically dslgned for the TDBU Field Accounting Organiation. It addresses the topic In a manner 

specific to fhe Field Accounting Organizations's needs and business pracficles. Other organizations may use the SAP 

functions In a manner that Is dllferent than those illustrated In this document. 


• Display List of Purchasing Documents 

The Purchasing Document in SAP is used to create both Purchase Orders for 

extemal ordering of material as well as for STOs/ZSTOs used to order material 

intemally. When you receive materials, you may want review the list of 

purchasing documents to determine if the shipment matches what was 

ordered. 

You can pull up a list of purchase orders using various search criteria such as 

supplying plant, vendor, material, etc. 

• ME2C - Purchasing Documents for Material Group 

• ME2J - Purchasing Documents per Project 

• ME2K - Purchasing Documents per Account Assignment 

• ME2L - Purchasing Documents per Vendor 

• ME2M - purchasing Documents for Material 

• . ME2N - Purchasing Documents per Document Number 

• ME2W - Purchasing Documents per Supplying Plant 

DISPLAY LIST OF PURCHASING DOCUMENTS 

For this example, the transaction code ME2W (Purchasing Documents per Supplying Plant) will 

be used. The process may be slightly different if a different transaction code is chosen. 

1. At the SAP Easy Access Menu, type ME2W in the Transaction Code field. 

2. Press Enter. The criteria entry screen opens.

DISPLA Y LIST OF PURCHASING DOCUMENTS 

( 

I . 

3. Enter the number for the Supplying Plant and/or any other criteria as appropriate. 

If the field you are looking for is not in the list, you can use the Dynamic Selections functionality ( 

to access additional fields from the Purchasing Document that can also be searched. 

4. Click the Dynamic Selection lljI icon. 

5. Above the listed criteria, a new box will open with Purchasing Document Header and 

Purchasing Document Item. These referto the different parts of the Purchasing 

Documents. 

Purchasing Documents per Supplying Plant 

Document Header 

CJPun::!la~;ing Documenillem 

6. Select the desired group and click the arrow preceeding it. A list of all available fields 

will appear. 



2 FAO ERP Training


7. Use the scroll bars to move through the list. Double click on the desired field(s). The 

field will appear to the right ofthe box and provide the ability to enter your search 

criteria. 

Purchasing Documents per Supplying Plant 

Materia'l 

~ Maferlal 

~ Company Code 

~ Plant . 

,""z_'"~-"~""""" 

~&91llg1L!6RtteJ!£!1 

~ Req.,TracfdngNumber,-·:, 

~ Matarlal Group- . 

~ Purchaainglnfo Rae,_':· 

Ii"! VendorMaterl'a!'No .. 

8. Enter your search criteria. 

9. Click Execute~. A list of Purchasing Documents will appear on the screen. 



3 FAG ERP Training


( 

( 

10. Use the scroll bar on the right side ofthe screen to move through the list ofPOs. 

Each PO will list all items included separately. POs are distinguished from one another by a pink 

highlighted line. Line items on the PO are alternately colored light and medium blue to easily 

distinguish the line items. 

Different types of Purchasing documents can be distinguished from one another by looking at 

the Document Type. The three main types of purchasing documents, you'll be looking at are: 

• UB = STO 

• ZUB = ZSTO 

• NB = Purchase Order 

11. To view a line item, either double click to the left of the PO or Item number or click once 

on the PO number and then click ~. l / 



4 FAO ERP Training

Setting List & Display 

Variants 


specific to the Field Accounting Organizations's needs and business pradlcles. Other organizations may use the SAP 

functions In a manner that is different than those illustrated In this document. 


• Setting a List Variant 

• Retrieving a List Variant 

• Setting a Display Variant 

• Retrieving Saved Display Variants 

Variants can be used to store frequently used sets of selection criteria. Using a 

variant you can perform a search of the related data. For this job aid, we are 

using the Transaction code IW39 but there are many different Transaction Codes 

where this same process is applicable. 

SETTING A LIST VARIANT 

1. In the Transactian Code field, type IW39 for Display PM Orders. 

2. Press Enter or click II. The Display PM Orders: Selection of Orders screen will open.

SETTING LIST AND DISPLAY VARIANTS 

3. Enter criteria desired into the appropriate fields . 

.------------------------,( 

Entering Multiple Values or Ranges on Selection Screens 

You can enter multiple values or value ranges for a field by clicking on the Multiple 

Selection ~ button. 

To enter multiple, non-sequential values, type them into the Single Values Column. 

You can use the miI1ilIlliH buttons to add a line, remove a line and clear all entries 

respectively. 

If the values are in an Excel spreadsheet, select the values that you want to use with 

the Copy function (Ctrl+C) to copy the values to the Clipboard. Paste the copied text 

into the selection fields using the Upload from Clipboard [§1 button. 

When you are done entering the values into the multiple selection tabs, click the Copy 

Values ~ button to copy the values to the Personnel Number Selection screen. 

( 

4. After entering all criteria desired, click Goto ~Variants~Save as Variant from the 

Menu Bar. The Variant Attributes screen opens. 



2 FAO ERP Training


5. In the Variant Name field, enter a name for the set of search criteria. 

There are 14 characters available for this name. 

6. In the Meaning field, type a longer description of what this set of criteria may be used 

for. This should be a meaningful statement that you will be able to pick off a list in the 

future. 

o orilyfofEackgrounct Processing 

o ProteclV:arian'l 

o OnlY Display In 

7. Click Save .LiI. A message will be displayed in the bottom left hand corner of the screen 

indicating the Variant has been saved. 

RETRIEVING A LIST VARIANT 

To use the variant at a future time, navigate to theDisplay PM Order: Selection of Orders 

screen. 

1. From the menu bar, select Goto7Variants7Get or Shift+F5. The Find Variant pop-up 

box will open. 



3 FAO ERP Training


2. In the Variant field, type the name of the variant you want to use. 

( 

Itarl ant 

iC1atij)%"POFtC] 

~~viron.~!... .. ~.~;_._ .•_ .._••__•..••.._ .._.__[] 

Cr~~~cf by 

.[s.~E~IiAA··.::J 

G~an~~ bL .........:__·· _ .._.~~.__.._.L__ .._.. ~.~·· 

=_.....,....:...."..-__ ~_.IJ 

3. Click Execute !{iI. The criteria will now appear in the Display PM Orders: Selection of 

Order screen. 

4. Click Execute~ to complete the search. 

the criteria entered are now displayed. 

For our example, the list of orders matching 

( 



4 

FAG ERP Training

SETTING LIST AND OISPLA Y VARIANTS 

CREATING A DISPLAY VARIANT 

The data that shows after you have run a search reflects a predefined set of data that comes 

standard with the functionality. You may alter this by setting up a display variant. 

1. On the displayed results, right-click on the name ofthe column for any of the column 

displayed. 

2. Select Show. The Change Layout pop-up box will open. 



5 FAD ERP Training


( 

The column names in the left hand column labeled Displayed Columns 

are columns that are currently shown on the screen. The column names 

in the right-hand column labeled Column Set is the list of column that 

could be added to the display view. 

3. To move a column from the Column Set to the Displayed Columns, highlight the column 

name by clicking on the name. 

4. Click the left facing arrow. The column name will move from the Column Set box to the 

Displayed Columns box. 

5. Repeat with any other columns you wish to view. 

6. Click Save. The Save layout pop-up box opens. 

( 

Ci 



6 FAO ERP Training


7. In the Save layout field, type a short name for the display variant. The field is limited to 

12 characters. 

8. In the Name field, type a longer name for the display variant. The field is limited to 31 

characters. 

9. Click Continue ~. The Save layout pop-up window will close. 

10. Click Continue ~. The Change layout pop-up window will close. The change you made 

will now be reflected in the data appearing on your screen. 

RETRIEVING SAVED LAYOUT VARIANTS 

1. On the Menu Bar, select Settings -7 Layouts -7 Get. The Choose Layout pop-up window 

will open. 

2. Choose a layout by clicking once on the name in the Layout column. After a few 

moments, the data appearing on the screen will change to the reflect the columns in the 

display variant chosen. 



7 FAD ERP Training

Viewing a Purchase 

Order 

·"'f 

This training is specifically designed for the TDBU Field Accounting Organlafion. It addresses the topic In a manner 

specific to the Field Accounting Organizations's needs and business pracficles. Other organizations may use the SAP 

functions in a manner that is different than those illustrated In this document. 


• Viewing a Purchase Order 

In SAP, you will be able to view the Purchase Order online. You will want to 

check the P.O. when you receive an invoice to ensure the Invoice is correct. 

VIEWING A 

PURCHASE ORDER 

1. At the SAP Easy Access Menu, enter ML81N in the Transaction Code field or select it 

from your Favorites list. The Display Entry 

Sheet screen opens. 

2. Click the Other Purchase Order button. 

The Select Purchase Order/Entry Sheet 

pop-up box will open.

VIEWING A PURCHASE ORDER 

3. Enter the Purchase Order number in the Purchase Order field. 

( 

D A1waysdtspl ay at start 

4. Click 0. The Purchase Order number will appear in the header of the Service Entry 

Sheet. 

( 

5. Click 143 Show Purchase Order. The Purchase Order will open. 

( 



2 FAO ERP Training

VIEWING A PURCHASE ORDER 



3 FAG ERP Training

Finding the Purchasing 

Group for a PREQ 

~ 

This training Is specifically designee for the TDBU Reid Accounting Organiatlon. It addresses the topic in a manner 

specific to fhe Field Accounting Organizations's needs and business practicles. other organizations may use fhe SAP 

funcflons In a manner that is different than fhose Illustrated In this document. 


• Finding Purchasing Group for a PREQ 

Purchasing Group is a required field when creating a PREQ. This indicates who 

in the Supply Chain Management organization will create the PO and provides 

SAP with information about who to route the PREQ to once all 

approvals/releases are obtained. To complete the following example, you will 

need to know what the Material Group is for the service or material you are 

requisitioning. 

FINDING A PURCHASING GROUP FOR A PREQ 

1. When creating the PREQ, click in the Purchasing Group field. 

The Portal has a file that includes a list that will allow you to determine the Purchasing Group is 

you know the Material Group. 

2. To open the Portal, click 111 .

FINDING THE PURCHASING GROUP FOR A PREQ 

( 

Leadll19 tI1e Wayln EleClflcify 

A'i'!:Ct'~em:;E' 

~- E'tIU!:s &-Grmll\;,allte 

:seE named Most Solar Integrated U~liIy 

Will County Slatlo!) Celebratlls S1x Months IruufYFree 

Tumln YUill' Old, V1orl~~'g Refrig~l'ulor \uld Get t·50 

Edison ~,m~rtCol1ne~1 FI(lld Te,tZ 8egll1~ 

ViewAJI 

• General Rm~ C~$f! 

• Forms. 

CY$t(lll1ilr Illf(lrnl/rtlt>n 

• SeE.com My P.cCOUI'It. 

• Cost(\m~1' Rl]batt'I' & S11"ingE 

• Qrlli~e HOITII'! Energy ~'ur\lf.!Y 

ITSupp(in . 

Cht II1dIJ5Uy cfficl~l& ~~~'i" !mila. 

( 



2 

FAG ERP Training


Nalntl!: 

£] Blocked Inwlce ResolLEIlon Matri:o; 10I 

&ill Malerla~('elVi~e Gr)l Usting P\.fcllaslng Grp \0 

Qru MMS epo. f,IlP (omract Cross Rof" 

~ MMB Release. $liP PO C!1.lSS' Raf >I 

~ MMSSPO. (..AP PO CfllssR~f.>ds ill 

@) MMS V~ndor - SAP V~Mt1r Gmss Ref II! 

1m PrirnalY MOllel$lor PIW!· PO In SlIP 111 

$1:,:1\ R~II"'(I 0- lIl"dlfl~d 

13.5 KB 6130/064:06:32 PM 

1.3 MG 6I301OB 4:24:24 PM 

485 KG 

903.51


( 

( 

7. Click the tab labeled· 



4 

FAO ERP Training


••••••• , ••• 1 ••• 

························1·· 

........... 1.. 

I 

8. Select Edit 7 Find or Ctrl+F to open the Find and Rep/ace pop-up window. 

9. Enter the Material Group number. 

10. Click ==="'. 



5 FAG ERP Training


( 

";'" 

( 



6 

FAD ERP Training

, 

Creating a Purchase 

Requisition 

. .~ 


specific to the Field Accounllng Organizations's needs and business practicles. Other organizations may use the SAP 

functions in a manner thai is different than those Illustrated In this document. 


• Creating a Purchase Requisition for Material-Coded 

Materials Charged to a Cost Center 

• Creating a Purchase Requisition for a Service Charged 

to an Order 

• Adding Source of Supply to a PREQ 

A purchase requisition is a request or instruction to the Supply Chain 

Management Procurement Department to procure a certain quantity of a 

material or a service. Such services or materials are procured to be available for 

company use at a certain point in time. 

Purchase requisitions can be created either directly or indirectly. A 'Direct' 

purchase requisition implies that the requesting member enters the instruction 

manual/y. The person creating the requisition determines what and how much 

to order and the delivery date. 'Indirect' purchase requisitions refer to an 

instruction initiated by an SAP component such as a planning or forecasting 

tool. 

The Creation Indicator in the requisition shows whether the requisition was 

created directly or indirectly. Purchase requisitions can be subject to a release 

(clearance or approval) procedure. 

A standard Purchase Requisition (NB) is used to make requests for material and 

services. This Purchase Requisition may be for materials being ordered under a 

Contract or may be a stand-alone requisition. This type of purchase requisition 

requires specific accounting information and creates a Commitment for 

financial purposes.

CREATING A PURCHASE REQUISITION 

CREATING A PURCHASE REQUISITION FOR MATERIAL 

CODED MATERIALS CHARGED TO A 

COST CENTER 

( 

1. From the SAP Easy Access menu, enter ME51N in the Transaction Code field. 

2. Press Enter. The Create Purchase Requisition screen opens. 

( 

The Header Notes section of the Purchase Requisition is used to provide notes to the Buyer 

about the PREQ as a whole. This is the area where you can iliclude information about 

retention. 

3. In the Item Overview portion of the screen, use the drop down list to choose an Account 

Assignment. If the item you are purchasing will be ordered to a cost center, use K. 

(/ 



2


Primarily will use 

Order (F) or 

Cost Center (K) 

If left blank, the 

material will go 

into Unrestricted 

Stock 

1. Press Tab twice to move to the Material Number field. 

2. Enter the Material Number. 

Delivery Date 

3. Press Tab twice to move to the Quantity field. 

4. Enter the quantity needed ofthe item. 

5. Enter a unit by which the quantity is measured. 

6. Enter the Delivery Date requested by the customer. A pull down calendar is available. 



3


7. Use the drop down list to choose a Material Group. 

( 

Click here to 

expand the list 

beyond original 

or to search 

8. Enter 2200 in the Plant field to indicate the plant supplying the material. 

9. Press Tab twice to move to the PGr (Purchasing Graup) field. 

10. Assign the Purchase Requisition to a buyer in the SC&M organization by entering the ( .. 

corresponding code in the Purchasing Group field. 

11. Enter the user name of the Requisitioner in the Requisnr field. 

If the PREQ being created requires approval, entering a requisitioner's . 

name (if it is different than the creator) will direct the Purchase 

Requisition to follow the correct work flow for approval . 

.. '-I "-';'! 

.............. 1. , 

!,. .1. 

12. Press Enter. The item detail portion of the screen will open with information related to 

the material on first line of the PREQ. 



4


13. If a Material Group was entered above, G/L Account will autopopulate. If a Material 

Group was not entered, enter the GIL Account. 

14. Enter the appropriate cost object based on the Account Assignment chosen earlier. 

If a Cost Center was chosen in the Account Assignment field of the Item 

Overview section, the application will want a Cost Center number to be 

entered at this time. 

15. Select the Material Data tab. 

The information corresponding to the Material entered in the Item 

Overview portion of the screen will be displayed. 

16. Verify the Material displayed is the correct item. 

17. Select the Quantities/Dates tab. 

18. Verify the Quantity ordered and Delivery Date are correct. 

19. Select the Valuation tab. 



5


( 

If a Material code was entered earlier, the valuation price will be 

populated. Both the per unit price and the total price will be shown. The 

tab will also indicate if a Goods Receipt and Inv. Receipt are to be sent 

with the item. 


21. If the PREQ is being processed against a Contract, enter the Contract Number in the ( 

Agreement field. 

22. Enter the corresponding line number on the Contract in the next field. 

23. Press Enter. The vendor's name will populate the Fixed Vendor field based on the 

information in the contract. 

24. Select the Versions tab. 

The original version of the PREQ is always Version 0: 



6


25. Select the Contact Person tab. 

This tab provides information about the person that created the PREQ as 

well as the Requisitioner ond the Buyer. 

26. Select the Release Strategy tab. 

The Release Strategy tab will provide information about the required 

approver bosed on the value of the PREQ. PREQ approval is done per line 

item. 

27. Select the Texts tab. 

The text tab provide four text fields where additional information will 

either already be entered or where you can enter notes to the Buyer at 

the line item level. 



7


28. Select the Delivery Address tab. 

( 

29. If a Storage Location was entered in the Item Overview portion of the screen, the 

delivery address will already be populated. If not, enter a Delivery Address. 

30. Press Enter. Any errors will be indicated via a red or yellow indicator bar at the bottom 

ofthe screen. A message will appear providing you detail as to the error. An error 

indicated via a yellow bar is a warning message but it will not prohibit you from 

continuing. Errors indicated by a red status bar will require you to correct them prior to 

continuing. 

31. Click Save liII. The message "Purchase Requisition number XXXXX created" will appear 

at the bottom left hand corner of the screen on the Status Bar. 

( 



8


CREATING A PURCHASE REQUISITION fOR A SERVICE 

CHARGED TO AN ORDER 

1. From the SAP Easy Access menu, enter ME51N In the Transaction Code field. 

2. Press Enter. The Create Purchase Requisition screen opens. 

The Header Notes section of the Purchase Requisition is used to provide notes to the Buyer 

about the PREQ as a whole. This is the area where you can include information about 

retention. 

3. In the Item Overview portion ofthe screen, use the drop down list to choose an Account 

Assignment. If the item you are purchasing will be ordered to an order, use F. 



9


Primarily will use 

Order (F) or 

Cost Center (K) 

4. In the Item field, either type a D or select D from the drop down to indicate the item 

being requisitioned is a service. 

5. Press Tab twice to move to the Short Text field. 

6. Enter a free text description of the type of service. 

( 

7. Press Tab twice to move to the Quantity field. 

8. Enter the quantity needed of the item. 

9. Enter a unit by which the quantity is me~sured. 

10. Enter the Delivery Date requested by the customer. 

11. Use the drop down list to choose a Material Group. 

I I I 

(./ 

I 



10


Click here to 

expand the list 

beyond original 

or to search 

12. Enter 1200 in the Plant field to indicate the plant supplying the material. 

All services for TDBU will be requisitioned using Plant 1200. 

13. Press Tab twice to move to the PGrp (Purchasing Group) field. 

14. Assign the Purchase Requisition to a buyer in the SC&M organization by entering the 

corresponding code in the Purchasing Group field. 

15. Enter the user name of the Requisitioner in the Requisnr field. 

If the PREQ being created requires approval, entering a requisitioner's 

name (if it is different than the creator) will direct the Purchase 

Requisition to follow the correct work flow for approval. 

16. Press Enter. The item detail portion of the screen will open with information related to 

the material on first line of the PREQ. 



11


( 

Planned services have service master records which can be adopted 

directly from a contract. Service Masters are not used for Unplanned 

work however they can be used on the Service Entry Sheet to receipt for 

services. 

17. On the Services tab, click the Service Selection button. The Service Selection message 

box appears. 

. 

! 

" 

! 

( 

18. To choose the Services directly from a previously set up Purchasing Document, enter the 

Purchasing Document number and line item in the appropriate filed. 

19. Click 1"1. The Select Services as Reference screen opens. 

( 



12


20. Highlight one or more of the line items to adopt to the Purchase Requisition by clicking 

in the far left hand column. 

~~~ 

21. Click the Adopt Services liOt s:'Il"Ali'1i1l1!}, button. The Select Services as Reference screen 

will close and the line items will be brought over to the Purchase Requisition. The 

Account Assignment message box will appear. 

The GIL Account will populate fram the information on the Purchasing 

Document. 

22. Enter the Order number. 



13


23. Select the Limits tab. 

24. Enter a value in the Overall Limit to indicate the upper limit of allowable charges to this 

Purchase Requisition. 

25. Enter a value in the Expected Value field. The Expected Value keys to the Release 

Strategy for approval. 

26. Select the Material Data tab. 

( 

The information corresponding to the Material Group entered in the Item 

Overview portion of the screen will be displayed. 

27. Verify the Material Group displayed is the correct item. 

28. Select the Quantities/Dates tab. 

29. Verify the Quantity and Delivery Date are correct. 

30. Select the Valuation tab. 



14


The information on this tab reflects the Limits entered on that tab. 


32. If the PREQ is being processed against a Contract, enter the Contract Number in the 

Agreement field. 

33. Enter the corresponding line number in the next field. 

34. Press Enter. The vendor's name will populate the Fixed Vendor field based on the 

information in the contract. 

35. Select the Versions tab. 

The original version will always show as Version O. 

36. Select the Contact Person tab. 

This tab provides information about the person that created the PREQ as 

well as the Requisitioner and the Buyer. 



, 

15



( 

The Release Strategy tab will provide information about the required 

approver based on the value of the PREQ. PREQ approval is done per line 

item. 

38. Select the Texts tab. 

The text tab provide four text fields where additional information will 

either already be entered or where you can enter notes to the Buyer at 

the line item level. 

( 

39. Press Enter. Any errors will be indicated via a red or yellow indicator bar at the bottom 

ofthe screen. A message will appear providing you detail as to the error. An error 

indicated via a yellow bar is a warning message but it will not prohibit you from 

continuing. Errors indicated by a red status bar will require you to correct them prior to 

continuing. 

I. 

. 

40. Click Save n. The message "Purchase Requisition number XXXXX created" will appear 

at the bottom left hand corner of the screen on the Status Bar. 



16


ADDING SOURCE OF SUPPLY TO PREQ 

1. From the SAP Easy Access menu, enter ME52N in the Transaction Code field. 

2. Press Enter. The Change Purchase Requisition screen opens. 

3. If necessary, click on to !iII enter the correct PR number. 

4. Enter the Purchase Requisition number. 

o PUf.order 

® .PurCll. requlsitio,n 

5. Click the Other Document button. 

6. Click the Source of Supply tab. 

7. Enter the Agreement number. 

An agreement is a longer-term contract or scheduling agreement from 

which purchase orders will be issued up to the maximum expenditure of 

the contract. 



17


( 

9. Click button. 

10. Change any additional fields on the purchase requisition as necessary. 

11. Click Save. 

The system displays the message "Purchase requisition XXX XXX XXX changed." 



18

Changing a Line Item on a 

PREQ that has been rejected 

·~ 



functions in a manner that Is different than those illustrated In this document. 


• Changing a Line Item on a PREQ that has been 

Rejected 

Individuals with the Purchase Requisitioner maintainer role can cancel a rejection of a PREQ in 

order to make changes to the PREQ. 

Once these changes are made and the PREQ is saved, the PREQ line item will reroute for 

release/approval once again with new and updated information. 

CHANGING A LINE ITEM ON A PREQ THAT HAS BEEN 

REJECTED 

1. At the SAP Easy Access menu, type ME52N in the Transaction Code field. 

2. Press Enter.

CHANGING A liNE ITEM ON A PREQ THAT HAS BEEN REJECTED 

( 

( 

3. Click~. The Select Document pop-up window opens. 

4. Enter a Purchase Requisition number. 

5. Choose the radio button corresponding to Purch. requisition. 

6. Click rOtherDoc~t:nenQ . The Purchase Requisition opens. 

( 



2 

FAO ERP Training

CHANGING A liNE ITEM ON A PREQ THAT HAS BEEN REJECTED 

7. On the bottom portion of the screen, choose the line item you want to revise. All of the 

tab you see will now relate to the corresponding line item on the PREQ. 




3 FAO ERP Training

CHANGING A LINE ITEM ON A PREQ THAT HAS BEEN REJECTED 

( 

9. Click I@I Cancel Rejection. The Cancel Rejection icon will disappear after it is clicked. 

10. Complete any fields that need to be revised. 

11. Click ' •. 

The PREQ is now revised and will be submitted for release/approval again. All Release Levels 

will need to release the PREQ even if they had previously released the origina I version. 

( 

( / 



4 FAD ERP Training

Releasing a Purchase 

Requisition 

This training is specltlcally designed for the TDBU Field Accounting Organiation. It addresses the topic In a manner 

specific to the Field Accountirig Organizations's needs and business procticies. Other organizations may use the SAP 

functions In a manner that Is different than those illustrated in this document. 

.&l 


• Navigating to the Purchase Requisition through the 

Universal Workflow on Portal 

• Navigating to Purchase Requisition via SAP 

• Executing a release on a single Purchase Requisition 

• Executing a Collective Release 

• Cancelling a Release 

A Purchase Requisition (PREQ) is a notification for material/service requirements 

from a business unit. This request is inspected and validated within the business 

unit by an authorized person, before sending to procurement for further 

processing. A Release (Approval) signifies a business unit's decision to procure 

the requested materials/services. 

There are four types of PREQs but two main types that will require your attention. 

A standard Purchase Requisition (NB) is used to make requests for material and 

services. This Purchase Requisition may be for materials being ordered under a 

Contract or may be a stand-alone requisition. This type of purchase requisition 

requires specific accounting information and creates a Commitment for 

financial purposes. 

A second type of requisition is used to request and create an Outline 

Agreement (RV) or Contract, currently known as a Blanket Purchase Order. An 

Outline Agreement does notrequire accounting information and does not 

create a Commitment. 

When a PREQ is created, a release strategy is put in place behind the scenes. A 

Release strategy specifies how a requisition line item is to be released. It will 

specify the Release Codes to be used, depending on the dollar value, the 

sequence in which the release will be affected, and the appropriate level of 

authorization required.

RELEASING A PURCHASE REQUISITION 

Purchase Requisitions require releasing (approving) at the line item level. 

Requisitions will no longer be approved at the total value/aggregate value. This 

means that each separate fine on the PREQ will be sent for release to the 

appropriate person in the Approval Matrix based on the dollar value of that line 

item. There are a total of 8 levels of approval defined in the Release strategy. 

The Release Strategy follows the Edison HR Organizational hierarchy to seek the 

next level of approval based on the requisitioner. A line item is not sent to SCM 

until it has been released by all of the required levels. A person at a particular 

level in the hierarchy is authorized to release requisition line items for aI/levels 

leading up to his/her approval level but not those above his/her level. 

(' 

When a PREQ is created, it will be routed through the SAP workflow to the 

Universal Worklist of the required approver. A link will be provided from the 

Worklist to the SAP transaction needed to complete the release. A workflow 

requisition item will stay in the Worklist for 5 business days (excluding weekends 

and holidays) before moving up the Organizational Hierarchy to the next level. 

NAVIGATING TO THE PURCHASE REQUISITION THROUGH 

THE UNIVERSAL WORKFLOW ON PORTAL 

1. Access the portal. 

( 

lUllil!li\'m:i'jn£»M:" : 

~.l!lhl»'¢i~!mIftU>#i~~ . 

• ~ WII'I;!!'6:!ltoo1p1»~ .. _ ,. 

:.H If\'lf~\W ~~1~.tml~(t1~ t!)$lY!W m«l:&utl" j,,)M1Wi4f-1Wtl ~f~li!r. t


-, , 

-" 

Double click on 

line item to be 

released 

I 

'J', 

3. Using the Show drop down field, select New and in Progress Tasks. 

This tab will show you all of the new and in progress tasks that have 

routed to you through the workflow and require some action. 

4. Double click on the line item for the Purchase Requisition to approve/release. 

Additional information related to the line item will appear below the task list. 



3


( 

5. Double click the attachment Requisition Item XXXXXXXXXXXXX. This will launch the 

Release Purchase Requisition transaction in the SAP GUI. 

This process will continue in section Executing a release. 

NAVIGATING TO PURCHASE REQUISITION VIA SAP 

If you already know a Purchase Requisition has been sent to you, it is possible to navigate 

directly to the Release Purchase Requisition screen via the Transaction Code ME54N. 

1. From the SAP Easy Access Menu, enter ME54N in the Transaction Code field. 

( 

2. Press Enter. The Release Purchase Req. screen opens. 

(i 



4


3. If necessary, change the Purchase Requisition number by clicking~. The Select 

Document window will open. 

4. Enter the Purchase Requisition number in the field. 

S. Click Other Document. The Release Purchase Requisition screen will now display the 

requested PREQ. 



5


Yellow triangle indicates 

the requisition line item 

,--------------,----------,-j can be released. 

( 

6. Click in the Release Status field for the indicated by.~f. The Status box will now display 

a green check mark and the Release Status box will have a bent arrow. 

If there is more than one Release Level the next level of release will now 

display the yellow triangle and~·. 

( 

If additional levels of Release are required, the SAP workflow would now route this PREQ to the 

next person listed on the Processor list. 

Once all levels of release have been completed, the Release Indicator will change to indicate 

this can now be converted to an RFQ or Purchase Order. 



6


7. Click Save. A message will appear in the status bar indicating the Purchase Requisition 

has changed. 

... .. 

l~rLiri:haserequfsitiOrlOOjo004B02 changed.············· ..•... 

EXECUTING A COLLECTIVE RELEASE 

Executing a collective release begins with a search of the PREQs to be released. It is important 

to be as specific as possible with the search criteria to get a list that includes just the PREQs you 

are authorized to release. 

1. From the SAP Easy Access Menu, type MESS in the Transaction Code field. 

2. Press Enter. The Collective Release of Purchase Requisitions search screen opens. 



7


( 

ReJease Cd. 

~ Rele,ase ~r"reqLljsit. FUI.filled 

~ Requisns for Overall Release 

~Requisns for Item-Wise Release, 

Purchase 

to 0 

( 

3. Enter your search criteria. 

4. Click 19i£I to Execute the search. The list of PREQs matching your criteria will appear. 

l 



8


To view anyone of the PREQs, double click on the square preceding the corresponding line. 

The PREQ will open. To close the PREQ and r~turn to the list, click the green back arrow Ia 

button. 



9


5. Click the Select All ~ button. A check mark will appear 

in front of each of the PREQs shown. 

6. Click Save ~1. A message will appear on the status bar 

in the bottom left corner indicating the Purchase 

Requisitions have been changed. 

( 

( 



10


CANCEI.ING A REI.EASE 

If the PREQ was released in error, the release can be cancelled if it has not been converted to a 

Purchase Order or RFQ. 

1. Navigate back to the Release PREQ screen using the process described at the beginning 

ofthis job aid. 

r 1~~~~~r;:~~~~~~~~~~~~~~~rn=J To 

Release, 

cancel 

click 

the Levell 

here 

2. Click the bent arrow icon in the Release Status box. The release information will change 

to reflect the cancellation. A message will appear in the Status Bar indicating the 

Release was cancelled for Release Code Ll. 



11

Inventory Management 

Reports 

This training is specifically designed for the TDBU Field Accounting OIganiation. It addresses the topic in a manner 


functions In a manner that is different than those illustrated in this document. 


• Material Document List - MB51 

• Display Outbound Delivery - VL03N 

• List of Warehouse Stocks of Material - MB52 

• Display Reservations - MB23 

• Material Documents List - MB59 

• InactiVe Surplus Reports - MC.5 

Also refer to materials in the original training materials provided during pre-SAP rollout. 

• Setting and List and Display Variants 

• Display Material Codes 



• Display List of Purchase Orders

INVENTORY MANAGEMENT REPORTS 

Report Output 

Click on document number 

to view the document 

Green positive numbers will 

add to your stock, the pink 

minus is taking it out of stock 

and moving it into work order 

or shipping it somewhere 

else 



3 

FAD ERP Training


Overall Status - Delivery 

• OPS - Overall pick status 

• PS - packing status 

• WM - Overall WM Status 

• C - Pick confirmation 

• GM - Total goods movement status 

• BS - billing status 

• Sta- Total status 

• TS - Transportation plan status 

• OvCS-Overall credit status 

• PODs - proof of delivery status 

Delivery Item Status {All Items) 

• Pick Status - picking status 

• PS - packing status· 

• WMStat - WM Activity Status 

• Confir - picking/putaway confirmation 

• GS - Goods movement status 


• IBS -Intercompany billing status 

• POD St - Proof of Delivery Status 



5 FAO ERP Training


Click on the Delivery Note 

number. Information about the 

status of the order will be 

displayed. 



7 FAD ERP Training


LIST OF WAREHOUSE STOCKS OF MATERIAL - 

• Provides list of all material codes in your district 

• Check No zero stock lines to get only lines with non-zero balances 

• Run by material group to get all of one type of equipment 

• Similar to report showing list of ISKU screens 

MB52 

• Review for Bank Quantities in your Stores 

• Look for discrepancies of B and Exempt material hitting unrestricted stock 



9 FAD ERP Training


DISPLAY RESERVATION - 

Provides information similarto 8255 

MB23 

Click Details 

from Item 

1. 



11 FAD ERP Training


Me.S 

INACTIVE SURPLUS REPORT - 

This transaction is used to create a report that shows the value of valuated stock at a storage 

location 



13 FAO ERP Training


. '. ~. CJCross-AppUcatIG' Components . 

. ~. CJ Logistics 

. ~. CJAccountlng.. . . 

'. ~. CJ HumsnR •• ourc.s 



15 FAD ERP Training


Southern Ca Iifornia Edison 


17 FAD ERP Training


The Manufacturer's Part Number, if available, can be found on the Purchasing 

tab. 

Display Material 10104214 (Non-Valuated Inventory) 

Pmi 

Number 



19 FAO ERP Training

Physical Inventory 

Management Process 

~ 


• Perform Physical Inventory Counts (Manual Process) 

• Run MB52 Report (MB52) 

• Creating Physical Inventory Document (MIOi) 

• Enter Physical Inventory Counts (MI04) 

• Review Physical Inventory Counts (M120) 

• Post Inventory Counts/Differences (MI07) 

Field Accounting will perform inventory counts on a monthly basis. The first step in this process 

is to select the material for counting and create a physical inventory document to facilitate the 

inventory count. 

In SAP, when a Physicollnventory document is created, the book inventory for that material is 

frozen until the count results are posted to the General Ledger (GiL). No goods movements 

(Goods Issue, Gaods Receipt, or Issues to an Order) are allowed for stocks at that storage 

location. MRP is not frozen. Until the difference is cleared, MRP will continue to calculate 

against the unadjusted stock quantity. 

It is recommended that when setting up a Physical Inventory Document, the material be kept to 

one type of material or to a small number of materials, for example by size and class. This is due 

to all materials on a Physical Inventory Document being frozen until the inventory dacument is 

confirmed and posted. If there are materials thatfrequently have variances, it may be 

advantageous to create a separate Physical Inventory Document for this item so no other 

materials are frazen. 

This job aid contains the basic information for performing your physical inventory. If you have 

to make changes, corrections, etc., refer to your 


Revision Date: OS/27/09 

1 FAO ERP Training

PHYSICAL INVENTORY MANAGEMENT PROCESS 

PERFORM PHYSICAL INVENTORY COUNT: 

This is a manual step of conducting the actual physical count and recording it on paper. 

The manual process entails the following steps: 

1. Perform manual physical inventory count. 

2. Run MB52 (Display Warehouse Stocks of Material) Report for comparison once 

variances are posted. 

3. Note count results on the Material Inventory Control Work Sheets. 

4. Sign off on the count document when the count is completed. 

5. Make every attempt to resolve any variances with District Management. 

6. Field Accountant will do their physical inventory count in SAP once every attempt to 

clear up variances is completed. 



2 FAO ERP Training


CREATING A PHYSICAL INVENTORY DOCUMENT 

( 

1. From the SAP Easy Access menu, type MIDl in the Transaction Code field. 

2. Press Enter or click II The Create Physical Inventory Document: Initial Screen opens. 

The planned count date should match the date you plan to conduct your inventory. 

( 

3. Adjust the planned count date as needed. 

4. Enter the Plant (TDBU always uses 2200). 

5. Enter the 4-digit code for your Storage Location. For example, 0373 for Victorville 

Service Service Center. 

NOTE: 

• Check: Posting Block and Freeze Book Inventory 

• Posting Block: Prevents Goods Receipt, Goods Issue, and Transfers from 

being processed at the SLOC which generates the Inventory document 

• Freeze Inventory: Freezes book inventory at the quantity at time of 

inventory document creation 

• The Physical Inventory No. is an External number used for tracking purposes (not 

required) 

• The Physical Inventory Ref is an External reference for tracking purposes (not 

required) 

----------------------------------------------~------ 



3 FAO ERP Training 

l


6. Enter. The Create Physico/Inventory Document: New Items screen opens. 

icallnventory Document: New Items 

7. Enter the material codes corresponding to the materials you want to inventory on this 

document. 

Create Physical Inventory Document: New Items 



4 FAO ERP Training


NOTE: To add additional material codes, utilize the up and down arrows in the header 

section. 

( 

allnventory Document: New Items 

8. Click save" The New Items screen closes and the application returns to the Initial 

Screen. A message indicating "Physical Inventory document XXXXXXXXX created" 

appears in the Status Bar in the bottom left-hand corner of the screen. 

9. Write down the Physical Inventory Document number. 

( 

--------------------------------------------------------------- 




c/

~CREATING PHYSICAL INVENTORY DOCUMENTS 

CHANGING A 

PHYSICAL INVENTORY DOCUMENT 

To make changes to the date on the Physical Inventory Document, use the Transaction Code 

MI02. 

1. At the SAP Easy Access menu, type MI02 in the Transaction Code field. 

2. Press Enter. The Change Physical Inventory Document XXXXXXXXX: Initial Screen opens. 

Brings up original 

items entered 

Physical Inventory Document: Initial Screen 

Allows you to 

add more codes 

to the document 

Doc. 

3. Enter the Physical Inventory Document number. 

4. Enter Fiscal Year. 

5. Press Enter. The Change Physicollnventary Document XXXXXXXXX: Collect. Processing 

screen opens. 



5 FAO ERP Training

CREATING PHYSICAL INVENTORY DOCUMENTS 

6. Click the Header button. The Change Physical Inventory Document XXXXX):XXX: Header 

opens. 

( 

.~::.~.,~~~_'_._' 

i 

. _~ _,_____"__ J 

, 

£'.~~ting'?J:~~cL_·_·· _. ~ ... f~~.~~=·.:: 

Count status . i 

".__"..'_.•"""..,.. _..... e"_'~ __""H •."_""'•..;;;:.;;; 

fldjIJ~tJ:n~ t.~~a!!:.L ..•...._i.c 

'Delele" status ...... .. ri·· .. l 

_ ..,....,.__._,,_,~. ,,~~_~~__,._...........l__: 

i 0 Posting Bloel< 

i DFreez.e book invnlory 

: TransdEventType . rIB; Physicallnvenlorj Document 

p~yfi;;;~t;&~~~b~~"·-··r':···'·· 

.'_._~-.-_~_~ .. ~. __ w.,"~_'.~~_.;::_'~':": .. :.' .• :,-:.;;"~::;o~' .. ~'~·~:: .. :';:::·;::::,'c:·;.:. " 

i PhyS. jnveE'!ory,I~L •. :_.:._ •• _L •.••.•.. _ .................. : 

! Groupirig type.. .. C"; 

I "-·--·""".~7":"·""·"w~. -. . .• '~~-"' .. "---'."-""' .. -;;=-._--'_ .. _" 

i 

, 

Grouping rolenD!) ! : 

".~,._.._~'>'


ENTERING INVENTORY COUNTS IN SAP: 

1. From the SAP Easy Access menu, type MI04 in the Transaction Code field. Enter. 

2. Enter the: 

a. Physical Inventory Document 

b. Fiscal Year 

c. Count Date 

3. Enter 

Enter Inventory Count: Initia.1 Screen 

The Enter Inventory Count XXXXXX: Coliect.Processing screen will appear: 



6 FAD ERP Training


3. Enter the count for every line item. 

NOTE: If the quantity of a material is zero, check the box in the ZC column. SAP 

interprets a 0 in the quantity field as not yet counted. To check all ZC boxes, 

check the Set Zero Count button. 

(' 

c 

NOTE: To page down to add additional material codes, utilize the up and down arrows 

in the header section. 

__________________ c/ 



7 FAO ERP Training


REMINDER: Input all your material codes before hitting Enter. 

5. to update the screen 

6. 

Message returned with verification of Physical Inventory Count. 



8 FAD ERP Training

ENTERING INVENTORY COUNTS IN SAP 

9. Click Save Ill. The Collect. Processing screen will close and the application will return 

to the Initial Screen. A message indicating the count has been entered will appear in 

the Status Bar in the bottom left corner. 

CHANGING INVENTORY COUNTS IN SAP 

1. From the SAP Easy Access menu, type MIOS in the Transaction Code field. 

2. Press Enter. The Change Inventory; Initial Screen opens. 

Change Inventory Count: Initial Screen 

1'.bl'.~:!I1vantoIYPc:~· ___ .ffi!g6~Ef!1.r·~ 

£ls~Ly~~ ___ ._. ___ ~CJ 

3. Enter the Physical Inventory Document number. 

4. Enter the Fiscal Year. 

5. Enter the allowed Variance in %. 

6. Press Enter or click II. 



3 FAO ERP Training

ENTERING INVENTORY COUNTS IN SAP 

( 

The previously entered quantities will appear in both the upper and lower field for each ofthe 

line items. 

( 

7. Enter the correct number in the corresponding field. 

8. Click Save lII1. The Collect. Processing screen closes and the application returns to the 

Initial Screen. 

9. Click to D return to the SAP Easy Access menu. 



4 FAO ERP Training

R·evlew··ln'venf,ory 

Differences 


• Review Inventory Differences 

• Send Inventory Differences E-mail to Supervisor 

Once the inventory count is entered, use Transaction Code MI20 to see if there 

are any differences between the count and the amount shown in SAP. After 

reviewing the differences, it is possible to send the information to the 

appropriate individuals for their review prior to write-off. 

REViEW INVENTORY DIFfERENCES 

______ -'1. From the SAP Eas)lAccess menu, t.'LRe MI20 in the Transaction Cod_di~9~. ____ ~ ___ _ 

2. Press Enter. The List of Inventory Differences screen opens. 

; i .. 

Fiscal Year 

. C'ount Dale 

•• ••• j ...... .

REVIEWING INVENTORYDIFF,ERENCES 

3. Enter the Physical Inventory Document number if it not already entered. 

4. eiick Execute (iii. The resulting report will appear on the screen. 

( 

E).oeo 

111'.011'1) 

O.OO{l 

l.GO€} 

0,000 4.011'0 

5. Click on a line item and then click the Choose Detail ~ icon to see detailed information 

about any particular line. 

1. 

TRANSFORffER,DtSTRIBUT!ON,128ee 

( 

6. Click Overview ~ to return to the List of Inventory Differences screen. 

If there is a difference in the quantity counted and the quantity show'n in SAP, the material 

should be recounted. 

7. If the quantity is different when the recount is done, click in the box preceding that line 

item. 

----------------------------------------'.,--- 




(

REVIEWING INVENTORY DIFFERENCES 

8. Press the Change Count button. This will open the Change Inventory Count XXXXXXXXx: 

Collect. Processing screen. Only the Quantity field for the material chosen will be 

enabled. 

9. Enter the new count. 

. iljl 

10. Click Save '"


. ., 

i, J,' 

( 

. .! 

Header Box 

Add your 

message here 

- ~ '" 

~ __ ~_ .... __ 2 ,_Tbe","fI1:!e:m.a!y'.oEec:Dballged=b.y.higb.l.ighti ng . .a n d .. de I eti.n.g.tb.e.defau IUext ._the.Title·wi 11 

show up as the Subject line on the e-mail. 

( 

--------~------------------------------~----~--~.~ 

Southern California'Edlson 


4 FAO.ERP Training' 

.,\. ,,"',

'REVIEWING INVENTORY DIFFERENCES 

3. Enter a message in the Header box. This is a free form text box. 

'---_-1 

"-"-------/ r-----------{ Save as 

InserV 

Local File 

Paste 

The Attributes tab has information about the email priority, sensitivity and changeability. 

Changeable 

Not 

Standard 

Confidential 

Functional 

'. I .. ·· 

High, Medium, 

Low 

The Attachments tab has information about the e-mail to be sent. 



5 

FAD ERP Training


4. At the bottom of the screen, enter the Recipient's e-mail address. Multiple e-mail 

addresses may be entered. 

( 

.1-. 

,._J •. «_., •• 

5. Enter the Receipt Type. 

6. To send the e-mail Express.click the box in the column headed with [~t 

7. To send a copy of the email.whichdo.esregJ.Jireanactiontobetaken.click the column 

headedwith.lm. __ . ___-__----- 

8. To send a blind copy of the email, which allows only the recipient of the document to 

read, click the box in the column headed with [11 

The Trans. Options tab provides additional options for sending. 

( 

9. Once all e-mail address and mail options are set, Click ~ to se.nd'the e-mail with the 

attached document. 

Click 

Here 

Gr

'REVIEWING INVENTORY DIFFERENCES 

The document and e-mail will be routed to the address(es) listed. The information from the 

MI20 transaction will be attached as a document that can be opened. 

~~ ........-,.....,...... ~ .............- .....,"..........,........- ....- ..",.............. j 

boo 

,.Silbject .. 

A confirmation email will be sent to your email address. 

File Edit View Create Actions Text- Help 

Delivery Confirmation Report 

'(~11Jr


POSTING INVENTORY COUNTS/DIFFERENCES 


• Field Accountant Role: 

• Field Accounting Role: 

• Supervisor Role: 

Notifying District Manager 

Notifying Supervisor 

Post Inventory Differences 

The Supervisor will receive an e-mail from the Accountant which contains information variance 

detail. If these variances are deemed as correct and acceptable, the Supervisor will run the 

MID7 transaction to select the materials to be adjusted. 

NOTE: It is imperative the Supervisor is available to Post the Inventory differences. If the 

Supervisor will not be available when the Inventory is counted, the inventory will need to be 

counted on a day when a Supervisor is available. 

The day the inventory is counted is the day the Supervisor needs to Post the variances. 

When the material document posts, it will change the SAP inventory to reflect the count 

entered. Financial documents are typically generated. 



11 FAG ERP Training


Field Accountant Role 

REMINDER: Prior to sending email to Supervisor, review variance report with Sup 2 and District 

Manager. 

( 

1. E-mail your Sup 2 and include the following information in your E-Mail: 

• Subject: Month of Inventory - District Name 

• The Physical Inventory Document number 

• List of discrepancies (if applicable) 

• Root cause analysis for discrepancies (differences), if applicable 

NOTE: Use e-mail to notify approver. Follow-up with phone call if necessary. 

( 

Docllm~nt Numberr 

J00000044 

1 POLE, WOCD, 45 FT L(~. CLASS 4 SlZe, D(.lJbt 

rwotCcl.tl3Q:i 

Documam Number: 

Vnr!!lI1CIH 

100000044 

No VOI'ionce for March 

--------------------------------------------------------------- 




c/


POSTING INVENTORY COUNTS/DIFFERENCES 

Supervisor Role 

1. At the SAP Easy Access menu, type MI07 in the Transaction Code field. 

2. Press Enter. The Post Inventory Difference: Initial Screen will open. 

3. Type in the Physical Inventory Document number. 

4. Type in the Fiscal Year. 

5. Type the Posting Date. 

6. Enter. 



13 FAO ERP Training


The MI07 selection screen to allow for postings will appear. 

( 

7. Select Reason Code drop down for the variances. As you go through the inventory list, 

SAP will only allow reasons to be entered for the discrepancies and will skip past ones 

without discrepancies. 

8. Choose Reason Code 0006 - Qty discrepancy 

for each line item. 

NOTE: Field Accounting will always only 

utilize Reason Code 0006. Behind the scenes, 

SAP will automatically set the movement type 

to either 701 (under) or 702 (overage). 

------------------------------------------------------ 

li 



14 FAD ERP Training


9. Click Save III when all line items are completed. The screen will close and the 

application will return to the Post Inventory Difference: Initial Screen. The message 

Diffs in Phys. Inv. Doc. XXXXXXXXX posted with m. doc XXXXXXXXXX will appear in the 

Status Bar in the bottom left corner of the screen. 

NOTE: The material document will post an accounting document for the difference. 

10. Notify Field Accountant inventory counts have been posted and provide them the 

Material Movement Number (e.g., 4900008220) to add onto their inventory sheet. 



15 FAG ERP Training


Field Accountant Role 

1. Once Field Accountant receives word from Supervisor that Physical Inventory 

document has been posted, run the Inventory Report - List of Warehouse Stocks of 

Material (MB52) and compare against original MB52 report. 

• Old Inventory Stock Levels (MB52) Report 

• New Inventory Stock Levels (MB52) 

( 

2. File report in Monthly Inventory Folder. 

For making corrections, revisions, deletions, etc., refer to your original training Job Aids 

provided by TDBU Training. 

( 



16 FAa ERP Training



• Printing a Physical Inventory Document 

The Physica/lnventory document facilitates the process of recording the count results on a hard 

copy. After recording the count, sign-off the hard copy document for the files. 

PRINTING A PHYSICAL INVENTORY DOCUMENT 

1. At the SAP Easy Access menu, type MI2l in the Transaction Code field. 

2. Press Enter. The Print Physical Inventory Document screen opens. 

3. Enter the Physica/lnventory Document number. 

4. Enter any additional information as known. 



17 FAO ERP Training


5. Click the boxes corresponding to Physico/Inventory Documents and Physico/Inventory ( 

Items. 

6. Indicate the desired printer in the Output Device field. 

7. Click Execute. A pop-up box will appear. 

8. Check the box corresponding to Not Yet Counted. 

( 

------------------------------------------------------ 




c


9. Check corresponding to Not Vet Counted. The SAP Print Control information will 

appear. 

10. Enter the printing instructions. 

11. Click Print. 

Iun~HJ 

-n~"i"~".: 

:Fhr •. 1~"._ UtC'



• Creating a Recount Document 

When it is determined that a material is out of balance with the SAP inventory, create a Recount 

Document to aid in the physical recount of the material. Materials can only be recounted if the 

inventory record has not been posted. 

CREATING A RECOUNT DOCUMENT 

1. At the SAP Easy Access menu, type MIll in the Transaction Code field. 

2. Press Enter. The Enter 

Recount: Initial Screen will 

open. 

3. Enter the original Physical 

Inventory Document number. 

4. Enter the Fiscal Year. 

5. Change the Planned Count 

Date if needed. 

6. Press Enter or click II. The 

Enter Recount: Initial Screen 

opens. 



20 FAO ERP Training


(\ 

Lines with check 

marks will appear 

on the Recount 

Physical 

Inventory 

Document 

12. Uncheck the boxes so only the lines that should appear on the new Inventory Document 

are checked. 

( 

13. Click Save l1li. The application will 

return to the Enter Recount: Initial 

Screen with a new Physical 

Inventory Document number. 

The new Physicollnventory Document can 

now be printed and used to recount the 

material. 

--------------------------------------------------------------- 



21 FAa ERP Training 

c


Inventory Management Reports 


• Material Document List - MB51 

• Display Outbound Delivery - VL03N 

• List of Warehouse Stocks of Material- MB52 

• Display Reservations - MB23 

• Material Documents List - MB59 

• Inactive Surplus Reports - MC.5 

Also refer to materials in the original training materials provided during pre-SAP rollout. 

• Setting and List and Display Variants 

• Display Material Codes 



• Display List of Purchase Orders 



22 FAD ERP Training


MATERIAL DOCUMENT LIST - 

MB51 

( 

This transaction is used to check for material movement within a Plant. 

• Enter a material number allows you to look at the movement of that specific material or 

leaving it blank shows the material movement of all materials within the plant. 

• Typical search criteria - Plant, Storage Location, Posting Date, Movement Type 

Search Criteria screen 

( 

------------------------------------------------------ 



23 FAD ERP Training 

c


Report Output 

Click on document number 

to view the document 

Green positive numbers will 

add to your stock, the pink 

minus is taking it out of stock 

and moving it into work order 

or shipping it somewhere 

else 



24 

FAD ERP Training


DISPLAY OUTBOUND DELIVERY - 

VL03N 

This transaction is used to display specific information about an outbound delivery. You can 

check the materials or quantities in the outbound delivery or determine the extent to which the 

delivery has been processed. 

• Enter the Outbound Delivery document number. 

• Press Enter. 

( 

------------------------------------------------------ 




(/


Overall Status - Delivery 

oOPS - Overall pick status 


• WM ~ Overall WM Status 

• C - Pick confirmation 

• GM - Total goods movement status 


• Sta- Total status 

• TS - Transportation plan status 

• OvCS-Overall credit status 

• PODs - proof of delivery status 

Delivery Item Status (All Items) 

• Pick Status - picking status 


• WMStat - WM Activity Status 

• Confir - picking!putaway confirmation 

• GS - Goods movement status 


• IBS -Intercompany billing status 

• POD St - Proof of Delivery Status 



26 FAO ERP Training


STOCK IN-TRANSIT MONITOR - 

This transaction is used to monitor stock in-transit. 

2MB5T 

(' 

Search Criteria Screen 

Search Results 

(: 

Double click on 

Purchasing Document 

number to open STO 

..... --....................................................... --.................... ----------------~ 




.c.··


Click on the Delivery Note 

number. Information about the 

slalus of Ihe order will be 

displayed. 

Click Hat to get to the 

heener nete 

r=-------' 

Southern Catifornia Edison 


28 FAD ERP Training


( 

Provides 

information on 

status of order 

( 

Shipping 

information 

--------------------------- ". 




(


LIST OF WAREHOUSE STOCKS OF MATERIAL - 

MB52 

• Provides list of all material codes in your district 

• Check No zero stock lines to get only lines with non-zero balances 

• Run by material group to get all of one type of equipment 

• Similar to report showing list of ISKU screens 

• Review for Bank Quantities in your Stores 

• Look for discrepancies of B and Exempt material hitting unrestricted stock 



30 FAD ERP Training


(' 

( 

--------------------------------------------------------------- 




c


DISPLAY ReSERVATION - 

MB23 

Provides information similar to 8255 

Click Delails 

from Item 



32 FAO ERP Training


(\ 

( 

C: 

--------------------------------------------------------------- 



33 FAG ERP Training


I N ACT I V E SUR PL U S REP 0 R T - Me. 5 

This transaction is used to create a report that shows the value of valuated stock at a storage 

location 



34 FAO ERP Training


( 

Shows materials 

in surplus or 

materials that 

are inactive over 

XX days 

( 

l/ 

--------------------------------------------------------------- 



35 FAD ERP Training




36 FAO ERP Training


( ... 

--------------------------------------------------------------- 




{ . 

"---j




38 FAO ERP Training

Material Management Transaction Code Quick Reference Sheet 

Tran Code Additional Fields Purpose 

MIGO Movement Type: 343 Blocked to Restricted 

VL32N 

IW32 

VL02N 

VT02N 

ME52N 

VT02N 

, 

Change inbound delivery 

Change Order 

Change Outbound delivery 

Change shipment 

Change STR prior to delivery 

Complete shipment and Post Goods Issue and deliveries 

assigned to the shipment 

MIGO Movement Type: 411 Convert Consigment to Stock Use 

Special Stock Ind: K 

ME59N 

Convert STR to STO after approval 

VT01N Ship Type: ZEMS Create a shipment; get ready for dispatch 

Transp: Planning Point: EMS1 

VL31N 

IW31 

VL10D 

ME21N 

Create Inbound delivery with reference to a PO 

Create Order 

Create Outbound delivery 

Create Purchase Order 

ME51N Doc Type: UB Create STR 

. 

VL33N 

MB51 

MM03 

Display Inbound delivery 

Display Material Document List 

Display Material Information; Select the appropriate 

View. 

MRP1: Displays Min/Max 

MRP2: Displays Lead Time 

IW33 

ME2K 

ME2N 

ME2M 

ME2W 

Display Order 

Display PO by Account Assignment 

Display PO by Document Number 

Display PO by Material 

Display PO by Supplying Plant 

1



ME2L 

ME23N 

ME22N 

MMBE 

MB52 

Display PO by Vendor 

Display Purchase Order 

Display Stock Order 

Display Stock Overview 

Display Warehouse Stocks of Material 

MIGO Movement Type: 201 Goods Issue to Cost Center 

MIGO Movement Type: 261 Goods Issue to Internal Order 

MIGO Movement Type: 551 Goods Issue to Scrap 

MIGO Movement Type: 261 Goods Issue to Work Order 

MIGO Movement Type: 101 Goods Receipt for PO into Warehouse/Stores 

MIGO Movement Type: 102 Goods Receipt for PO into Warehouse/Stores - ReversaJ 

VL06P 

MB26 

Perform Picking and Packing 

Picking for Work Orders 

MIGO Movement Type: 261 Process Return from Work Order 

(add line item in WO w/ negative quantity) 

MIGO Movement Type: 262 Process Return, WO is not known? 

MIGO Movement Type: 321 Quality to Unrestricted 

MIGO Movement Type: 161 Return Damaged Goods to Vendor (material doc is 

known) 

MIGO Movement Type: 122 Return Damaged Goods to Vendor (material doc is 

unknown) 

MIGO Movement Type: 311 Transfer from SLoc to SLoe, same plant, one step 

MIGO Movement Type: 313 Transfer from SLoe to SLoe, same plant, first step of two 

step 

MIGO Movement Type: 315 Transfer from SLoe to SLoe, same plant, second step of 

two step 

MIGO Movement Type: 344 Unrestricted Stock to Blocked 

MIGO Movement Type: 541 Unrestricted Stock to Emergency Stock 

2



MIGO 

VL06T 

Used to perform goods movement 

View list of outbound deliveries ready for transportation 

planning. 

3

Stock Transport Order (STO) Tran Code Reference Sheet 


ME21N Order Type: U B STO - Two step 

ME21N Order Type: ZUB STO- One Step 

ME22N 

Change and Display STO 

ZMMCREATE 

Run Scanner Input STO - Upload scanned 

RESV spreadsheet to STO 

- 

ME23N 

Used for B Materials; Enter Comments in Address 

Field 

ZSTO 

ME2W 

2MB5T 

Import Line Items from Work Order to STO 

Display List of STOs by Plant or Storage Location 

Display Stock In Transit Monitor Report


MIGO Movement Type: 311 Transfer from SLoc. to SLoc, same plant, one step 

MIGO Movement Type: 313 Transfer from SLoc to SLoc, same plant, first step of 

two step 

MIGO MovemenlType: 315 Transfer from SLoc to SLoc, same plant, second 

step of two step 

MIGO Movement Type: 343 Blocked to Restricted 

MB26 

Picking for Work. Orders 

MIGO MovemenlType: 261 Goods Issue to Work Order 

MIGO Movement Type: 201 Goods Issue to Cost Center 

MIGO Movement Type: 261 Process Return from Work Order 

(add line item in WO wi negative quantity) 

. 

MIGO Movement Type: 262 Process Return, WO is not known? 

IW31 

IW32 

IW33 

ME51N Doc Type: UB Create STR 

ME52N 

ME59N 

VL10D 

VL06P 

VL02N 

VL06T 

Change STR prior to delivery 

Convert STR to STO after approval 

Create Outbound delivery 

Perform Picking and Packing 

Change Outbound delivery 

View list of outbound deliveries ready for 

transportation planning. 

VT01N Ship Type: ZEMS Create a shipment; get ready for dispatch 

Transp. Planning Point: EMS1 

VT02N 

VT02N 

Change shipment 

Complete shipment and Post Goods Issue and 

deliveries assigned to the shipment

SSID Material Handler - Edison International

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