Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 1

Test Script PUBLIC

SAP S/4HANA Cloud - 26-12-21

Handling Unit Management (4MM_DE)

Table of Contents

1 Purpose

2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Business Conditions
2.5 Preliminary Steps
2.5.1 Create Packaging Material
2.5.2 Define Settings to Enable Automatic Packing (Optional)
[Link] Display Condition Tables
[Link] Check Access Sequences
[Link] Maintain New Condition Types
[Link] Maintain Determination Procedures
[Link] Change Procedures in Packaging Transaction Profile
2.5.3 Manage Packing Instruction
[Link] Create Packing Instruction
[Link] Create Packing Instruction Determination
 2.5.4 Create Outbound Delivery
2.5.5 Create Purchase Order
2.5.6 Create Inbound Delivery
2.5.7 Configure the HU Requirement Setting for Storage Location
2.5.8 Create Production Order
2.5.9 Create Process Order
2.5.10 Create Sales Order

3 Overview Table

4 Test Procedures
4.1 Execute Packing for Outbound Delivery
4.1.1 Execute Manual Packing
4.1.2 Execute Automatic Packing
4.2 Execute Packing for Inbound Delivery
4.2.1 Execute Manual Packing
4.2.2 Execute Automatic Packing
4.3 Inventory Management with Handling Units
4.3.1 Create Non-assigned Handling Units in Handling Unit Managed Storage Location
4.3.2 Transfer from Storage Location to Storage Location (Pick)
4.3.3 Transfer from Storage Location to Storage Location (Putaway)
4.3.4 Reverse Goods Movement
4.4 Physical Inventory with Handling Units
4.4.1 Check Stock Information
4.4.2 Create Non-assigned Handling Units in Handling Unit Managed Storage Location
4.4.3 Create Physical Inventory Document and Perform Physical Inventory with Handling Units
4.4.4 Clear Differences from Physical Inventory Document
4.4.5 Analyze Physical Inventory Document
4.4.6 Delete Inventoried Status of Handling Units
4.4.7 Delete Physical Inventory Document
4.5 Discrete Manufacturing with Handling Units
4.5.1 Create Planned Handling Units
4.5.2 Post Goods Receipt for Handling Units

Handling Unit Management (4MM_DE) PUBLIC

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 4.5.3 Create Handling Units
4.6 Process Manufacturing with Handling Units
4.6.1 Create Planned Handling Units
4.6.2 Post Goods Receipt for Handling Units
4.6.3 Create Handling Units
4.7 Repetitive Manufacturing with Handling Units
4.7.1 Create Planned Handling Units
4.7.2 Confirm Repetitive Manufacturing for Handling Units
4.7.3 Create Handling Units

5 Appendix
5.1 Process Integration
5.1.1 Succeeding Processes

Handling Unit Management (4MM_DE) PUBLIC

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1 Purpose

A handling unit is a physical unit consisting of packaging materials (load carriers or packing material) and the goods contained on or in it. A handling unit is always a combination of products and
packaging materials. All the information contained in the product items (for example, about batches) is retained in the handling units and is always available.
This scope item sets up packaging of materials in outbound, inbound, inventory and production, including batches and serial numbers. Because it only includes the steps for packaging, it requires a
standard process scope item to work with.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.
Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as appropriate.

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2 Prerequisites

This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data and business conditions.
Testing in a 3-System Landscape
In a 3-system landscape (with SAP Central Business Configuration as your configuration environment), changes to software and business configuration are applied to your systems independently of
one another. It is therefore your responsibility to manage the active business configuration in your systems and synchronize configuration data in your SAP S/4HANA Cloud system landscape. A
synchronization is required, for example, after you've enhanced the scope, extended configuration, or adopted new or changed content from content updates or upgrades. For more information, refer
to the product assistance in the SAP Help Portal
Before testing, if you want to use all software features described for the process steps, reports, or items in this document, we recommend the Business Process Configuration Expert in your organiza-
tion has upgraded the configuration content and deployed the configuration data to your system landscape.
If the decision is not to upgrade the configuration content in your test or production system, you can run regression tests of software changes using the procedures in the previous test script version
(see the following link ).

2.1 System Access

Sys- Details
tem
Sys- Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your
tem role.

2.2 Roles
Create business roles using the following business role templates delivered by SAP and assign them to your individual test users.
Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign it to the business role. You then assign
this business role to your individual users.
For more information, refer to How to Create a Business Role for the Administrator in the product assistance for SAP S/4HANA Cloud.

Name (Role Template) ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
On
Shipping Specialist SAP_BR_SHIPPING_SPECIAL- Shipping Specialist SAP_BR_SHIPPING_SPECIALIST
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 Name (Role Template) ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log
On
IST

Warehouse Clerk SAP_BR_WAREHOUSE_CLERK Warehouse Clerk SAP_BR_WAREHOUSE_CLERK

Master Data Specialist - Busi- SAP_BR_BUPA_MASTER_SPE- Master Data Specialist - Business Partner Data SAP_BR_BUPA_MASTER_SPECIALIST
ness Partner Data CIALIST

Master Data Specialist - Han- SAP_BR_HU_MASTER_SPECIAL- Master Data Specialist - Handling Unit Data SAP_BR_HU_MASTER_SPECIALIST
dling Unit Data IST

Master Data Specialist - Prod- SAP_BR_PRODMASTER_SPE- Master Data Specialist - Product Data SAP_BR_PRODMASTER_SPECIALIST
uct Data CIALIST

Inventory Manager SAP_BR_INVENTORY_MANAGER Inventory Manager SAP_BR_INVENTORY_MANAGER

Configuration Expert - Busi- SAP_BR_BPC_EXPERT Configuration Expert - Business Process Configura- SAP_BR_BPC_EXPERT
ness Process Configuration tion

Purchaser SAP_BR_PURCHASER Materials Management - Purchasing / Materials SAP_MM_SPT_PURCHASING_PC /

Management - Sourcing and Contracting SAP_MM_SPT_SOURCING_PC

Production Supervisor - Dis- SAP_BR_PRODN_SUPERVISOR_D Production Supervisor - Discrete Manufacturing SAP_BR_PRODN_SUPERVISOR_DISC

crete Manufacturing ISC

Production Operator - Discrete SAP_BR_PRODN_OPTR_DISC Production Operator - Discrete Manufacturing SAP_BR_PRODN_OPTR_DISC

Manufacturing

Internal Sales Representative SAP_BR_INTERNAL_SALES_REP Internal Sales Representative SAP_BR_INTERNAL_SALES_REP

Production Supervisor - Repet- SAP_BR_PRODN_SUPERVISOR_R Production Supervisor - Repetitive Manufacturing SAP_BR_PRODN_SUPERVISOR_RPTV

itive Manufacturing PTV

Production Operator - Repeti- SAP_BR_PRODN_OPTR_RPTV Production Execution - Repetitive Manufacturing SAP_BR_PRODN_OPTR_RPTV

tive Manufacturing

Production Supervisor - SAP_BR_PRODN_SUPERVISOR_P Production Supervisor - Process Manufacturing SAP_BR_PRODN_SUPERVISOR_PROC

Process Manufacturing ROC

Production Operator - Process SAP_BR_PRODN_OPTR_PROC Process Manufacturing SAP_BR_PRODN_OPTR_PROC

Manufacturing

Production Planner SAP_BR_PRODN_PLNR Production Planner SAP_BR_PRODN_PLNR

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2.3 Master Data, Organizational Data, and Other Data
The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The master data
represents materials, customers, and vendors, for example, depending on the operational focus of your company.
Use your own master data or the provided sample data to go through the test procedure.

Master Value Details Comments

Material TG11 Trading Good for Reg. Trading (MRP planning) See Business Conditions and Preliminary Steps sections.

Material TG12 Trading Good for Reg. Trading (reorder point See Business Conditions and Preliminary Steps sections.
planning)

Material TG20 Trading Good for Reg. Trading (reorder point Only use if you have activated the building block Batch Management (BLG)
planning) (BLH)(BLJ) (BLP).
See Business Conditions and Preliminary Steps sections.

Material TG21 [Link] 21,Reorder Point,Batch-FIFO Only use if you have activated the building block Batch Management (BLG)
(BLH)(BLJ) (BLP).
See Business Conditions and Preliminary Steps sections.

Material TG22 [Link] 22,Reorder Point,Batch-ExpD Only use if you have activated the building block Batch Management (BLG)
(BLH)(BLJ) (BLP).
See Business Conditions and Preliminary Steps sections.

Material FG126 Finished Good MTS for Discrete Industry (PD Only use if you have activated the building block Batch Management (BLG)
planning) (BLH)(BLJ) (BLP).
See Business Conditions and Preliminary Steps sections.

Material SG21 SEMI21,PD,RepetitiveManuf.

Material SG24 SEMI24,PD,Batch-Fifo

Material TG0013 Trad. Good 0013,PD,Regular Proc.

Sold-To Party 10100003 Domestic DE Customer 3 You can test the scope item using another domestic customer.

Ship-To Party 10100003 Domestic DE Customer 3

Payer 10100003 Customer domestic 03

Plant 1010 Plant 1 DE

Plant 1020 Plant 2 DE

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 Master Value Details Comments
Storage Location 101A Std. storage 1

Storage Location 101B Std. storage 2

Storage Location 102A Std. storage 1

Storage Location 101H HU Managed STL

Shipping Point 1010 Shipping Point 1010

Sales Organization 1010 Dom. Sales Org

Distribution Channel 10 Direct Sales

Division 00 Product Division 00

Purchasing Organi- 1010 Purch. Org. 1010

zation

Purchasing Group 001/002 Group 001/Group 002

Vendor 10300001 Domestic 10 Supplier 1

For more information on creating master data objects, see the following Master Data Scripts (MDS) :
Table 1: Master Data Script Reference
Master Data Description
ID
BNF Create Product Master of Type "Trading
Good"

BND Create Customer Master

3Y1 Create Product Master of Type "Packaging"

2.4 Business Conditions

Before this scope item can be tested, the following business condition must be met.

Scope Item Comment

J45 - Procurement of Direct Materials To run through this scope item, the materials must be available in stock. If you use trading goods (HAWA) you can either:
Handling Unit Management (4MM_DE) PUBLIC
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 Scope Item Comment
● Run through the Procurement of Direct Materials process
● Or create stock using the SAP Fiori Launchpad tile Post Goods Movement (for details see Preliminary Steps section).

BD9 - Sell from Stock Go through Sell from Stock.

1MI - Delivery Processing without Order Reference Go through Delivery Processing without Order Reference.

2TX - Delivery Processing without Order Reference Go through Delivery Processing without Order Reference.

BJH - Make-to-Stock Production - Repetitive Manufactur- Go through Make-to-Stock Production - Repetitive Manufacturing.
ing

BJ5 - Make-to-Stock Production - Discrete Manufacturing Go through Make-to-Stock Production - Discrete Manufacturing.

2.5 Preliminary Steps

2.5.1 Create Packaging Material

Purpose

This process step shows you how to create sample packaging material.
Packaging materials are intended to enclose or hold together the materials that are to be packed. That means, the material that is to be packed can be packed into or onto the packaging material.

Procedure

For detailed operations of creating packaging material, please refer to Master Data Script – Create Product Master of Type "Packaging" (3Y1): [Link]
Sol_Pack/Library/General/1I5_S4CLD1908_EN_XX.htm.

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2.5.2 Define Settings to Enable Automatic Packing (Optional)

[Link] Display Condition Tables

Purpose

Use the SSC-UI Create Condition Tables for Packing Instructions Determination to check condition tables.
You can’t create or update condition tables, this step is just for review.

Procedure

Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad displays.
Process Configuration.

2 Access the App Open Manage Your Solution (F1241). The Manage Your Solution screen displays.

3 Configure Your Solution Choose Configure Your Solution. The Configure Your Solution: Realize Phase screen
displays.

4 Filter Selection Criteria Choose the following entries in filter bar and choose Enter: All entries display in Handling Unit Managementsec-
● Application Area: Logistics tion.

● Sub Application Area: Handling Unit Management

5 Find the Entry Find the entry with Automatic Packing item name and choose arrow at The Configure Your Solution - Automatic Packing
the item end. screen displays.

6 Navigate to Create Condition Tables In Configuration Steps section, choose Configure in the Actions column The Change View " Display Condition Tables for
for Packing Instructions Determination for Display Condition Tables for Packing Instructions Determination Packing Instructions Determination": Overview
Screen step. screen displays.
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 Test Test Step Name Instruction Expected Result Com-
Step # ments
7 Enter the Table Number Choose the table number you want to check and Choose Display. The Display Condition Table (Packing Obj. Determ.
For example, Packing Object): Field screen displays.
● Table Number: 100 Material/ship-to party

8 Check the Selected Fields of the Table For example, for Table 100, you can see:
● Material
● Ship-to party

SAP Central Business Configuration:

Ste Step Name Instruction Expected Result Ex-

p am-
ple
1 Log On Log on to the project experience in SAP Central Business Configuration.

2 Access the Configura- In the Realize phase, navigate to the Configuration Activities tab and search for the following The Display Condition Tables for Packing In-
tion Activity activity: Display Condition Tables for Packing Instructions Determination. structions Determination screen displays.
Choose the line item in the search result to see more details about this configuration activity.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system. Log
on to the SAP Fiori launchpad using access level BPC_EXPERT.

3 Enter the Table Num- Choose the table number you want to check and choose Display. The Display Condition Table (Packing Obj. De-
ber For example, term. Packing Object): Field screen displays.
● Table Number: 100 Material/ship-to party

4 Check the Selected For example, for Table 100, you can see:
Fields of the Table ● Material
● Ship-to party

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[Link] Check Access Sequences

Purpose

Use the SSC-UI Define Access Sequence for Packing Instructions Determination to maintain access sequences.
You can’t create or update condition tables, this step is just for review.

Procedure

Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad displays.
Process Configuration.

2 Access the App Open Manage Your Solution (F1241). The Manage Your Solution screen displays.

3 Configure Your Solution Choose Configure Your Solution. The Configure Your Solution: Realize Phase screen
displays.

4 Filter Selection Criteria Choose the following entries in filter bar and choose Enter: All entries display in Handling Unit Manage-
● Application Area:Logistics mentsection.

● Sub Application Area: Handling Unit Management

5 Find the Entry Find the entry with Automatic Packing item name and choose arrow at The Configure Your Solution - Automatic Packing
the item end. screen displays.

6 Navigate to Define Access Sequence In Configuration Steps section, choose Configure in the Actions column The Change View "Define Access Sequence for
for Packing Instructions Determination for Define Access Sequence for Packing Instructions Determination Packing Instructions Determination": Overview
Screen step. screen displays.

7 Find the Entry Choose the entry you want to check and Choose Accesses in the left of The Change View "Define Access Sequence for
the sceen. Packing Instructions D.."screen displays.
For example,

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 Test Test Step Name Instruction Expected Result Com-
Step # ments
● SHIP: Det. Shipping/Pack. Inst.

8 Check the Access Sequence Check the steps of the access sequence.
For example,
● No.: 70
● Table Number: 110
● Description: Material/ship-to party/usage
● No.: 80
● Table Number: 100
● Description: Material/ship-to party
● No.: 90
● Table Number: 90
● Description: Material

SAP Central Business Configuration:

Ste Step Name Instruction Expected Result Ex-

p am-
ple
1 Log On Log on to the project experience in SAP Central Business Configuration.

2 Access the Configu- In the Realize phase, navigate to the Configuration Activities tab and search for the following ac- The Define Access Sequence for Packing Instruc-
ration Activity tivity: Define Access Sequence for Packing Instructions Determination. tions Determination screen displays.
Choose the line item in the search result to see more details about this configuration activity.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system. Log
on to the SAP Fiori launchpad using access level BPC_EXPERT.

3 Find the Entry Choose the entry you want to check and Choose Accesses in the left of the sceen. The Change View "Define Access Sequence for
For example, Packing Instructions D.." screen displays.
● SHIP: Det. Shipping/Pack. Inst.

4 Check the Access Check the steps of the access sequence.

Sequence.
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 Ste Step Name Instruction Expected Result Ex-
p am-
ple
For example,
● No.: 70
● Table Number: 110
● Description: Material/ship-to party/usage
● No.: 80
● Table Number: 100
● Description: Material/ship-to party
● No.: 90
● Table Number: 90
● Description: Material

[Link] Maintain New Condition Types

Purpose

Use the SSC-UI Define Determination Type for Packing Instructions to maintain condition types.

Procedure

Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad displays.
Handling Unit Management (4MM_DE) PUBLIC
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 Test Test Step Name Instruction Expected Result Com-
Step # ments
Process Configuration.

2 Access the App Open Manage Your Solution (F1241). The Manage Your Solution screen displays.

3 Configure Your Solution Choose Configure Your Solution. The Configure Your Solution: Realize Phase
screen displays.

4 Filter Selection Criteria Choose the following entries in filter bar and choose Enter: All entries display in Handling Unit Manage-
● Application Area: Logistics mentsection.

● Sub Application Area: Handling Unit Management

5 Find the Entry Find the entry with Automatic Packing item name and choose arrow at the The Configure Your Solution - Automatic Packing
item end. screen displays.

6 Navigate to Define Determination In Configuration Steps section, choose Configure in the Actions column The Change View "Define Determination Type for
Type for Packing Instructions Screen for Define Determination Type for Packing Instructions step. Packing Instr..": Overview screen displays.

7 Change the Entry Choose the Condition Type you want to change, and change the Access The Condition Type was saved.
Sequence and then choose Save.
For example,
● Condition Type SHIP : Ship. pack. inst.
● Access Sequence: SHIP Det. Shipping/Pack. Inst

SAP Central Business Configuration:

Ste Step Name Instruction Expected Result Ex-

p ample
1 Log On Log on to the project experience in SAP Central Business Configuration.

2 Access the Configura- In the Realize phase, navigate to the Configuration Activities tab and search for the following activity: The Define Determination Type for Pack-
tion Activity Define Determination Type for Packing Instr... ing Instr.. screen displays.
Choose the line item in the search result to see more details about this configuration activity.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system. Log on to
the SAP Fiori launchpad using access level BPC_EXPERT.

3 Change the Entry Choose the Condition Type you want to change, and change the Access Sequence and then choose The Condition Type was saved.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 15
 Ste Step Name Instruction Expected Result Ex-
p ample
Save.
For example,
● Condition Type SHIP : Ship. pack. inst.
● Access Sequence: SHIP Det. Shipping/Pack. Inst

[Link] Maintain Determination Procedures

Purpose

Use the SSC-UI Define Procedure for Packing Instructions Determination to maintain determination procedures.

Procedure

Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business The SAP Fiori launchpad displays.
Process Configuration.

2 Access the App Open Manage Your Solution (F1241). The Manage Your Solution screen displays.

3 Configure Your Solution Choose Configure Your Solution. The Configure Your Solution: Realize Phase screen
displays.

4 Filter Selection Criteria Choose the following entries in filter bar and choose Enter: All entries display in Handling Unit Management
● Application Area: Logistics section.

● Sub Application Area: Handling Unit Management

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Purpose Error: Reference source not found 16
 Test Test Step Name Instruction Expected Result Com-
Step # ments
5 Find the Entry Find the entry with Automatic Packing item name and choose arrow at the The Configure Your Solution - Automatic Packing
item end. screen displays.

6 Navigate to Define Procedure for In Configuration Steps section, choose Configure in the Actions column The Change View "Define Procedure for Packing
Packing Instructions Determination for Define Procedure for Packing Instructions Determination step. Instructions Determination": Overview screen dis-
Screen plays.

7 Find the Entry Choose the entry you want to change and Choose Coltrol in the left of the The Change View "Define Procedure for Packing
sceen. Instructions D.." screen displays.
For example,
● 000001: Pack in shipping

8 Change Procedures in Packaging In- Enter the steps of Determination Types in the procedure, and choose Save. The Procedure was saved.
structions For example,
● Step 10: SHIP Ship. pack. inst.
● Step 20: STOC Whse pack. Inst.
● Step 30: RMAT [Link]. Instr.

SAP Central Business Configuration:

Ste Step Name Instruction Expected Result Ex-

p am-
ple
1 Log On Log on to the project experience in SAP Central Business Configuration.

2 Access the Configuration In the Realize phase, navigate to the Configuration Activities tab and search for the following The Define Procedure for Packing Instructions
Activity activity: Define Procedure for Packing Instructions Determination. Determination screen displays.
Choose the line item in the search result to see more details about this configuration activity.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system. Log
on to the SAP Fiori launchpad using access level BPC_EXPERT.

3 Find the Entry Choose the entry you want to change and Choose Control in the left of the screen. The Change View "Define Procedure for
For example, Packing Instructions D. ."screen displays.
● 000001: Pack in shipping

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Purpose Error: Reference source not found 17
 Ste Step Name Instruction Expected Result Ex-
p am-
ple
4 Change Procedures in Enter the steps of Determination Types in the procedure and choose Save. The Procedure was saved.
Packaging Instructions For example,
● Step 10: SHIP Ship. pack. inst.
● Step 20: STOC Whse pack. Inst.
● Step 30: RMAT [Link]. Instr.

[Link] Change Procedures in Packaging Transaction Profile

Purpose

Use the SSC-UI Maintain Packing Transaction Profile to change procedures in Packaging Transaction Profile.

Procedure

Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Busi- The SAP Fiori launchpad displays.
ness Process Configuration.

2 Access the App Open Manage Your Solution (F1241). The Manage Your Solution screen displays.

3 Configure Your Solution Choose Configure Your Solution. The Configure Your Solution: Realize Phase screen dis-
plays.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 18
 Test Test Step Name Instruction Expected Result Com-
Step # ments
4 Filter Selection Criteria Choose the following entries in filter bar and choose Enter: All entries display in Handling Unit Management section.
● Application Area: Logistics
● Sub Application Area: Handling Unit Management

5 Find the Entry Find the entry with Automatic Packing item name and choose arrow at The Configure Your Solution - Automatic Packing screen
the item end. section, choose displays.

6 Navigate to Maintain Packing In Configuration StepsConfigure section, choose in the Actions col- The Change View "Maintain Packing Transaction Pro-
Transaction Profile Screen umn for Maintain Packing Transaction Profile step. file": Overview screen displays.

7 Find the Entry Double click on the entry you want to change. The Change View "Maintain Packing Transaction Profile
For example, Determination": Details screen displays.
● 0002: Outbound Delivery

8 Change Procedures in Packaging Enter the field Determ. proc. for pkg instrs., and choose Save. Packing Transaction Profile was saved.
Transaction Profile ● Determ. proc. for pkg instrs: 000001 Pack in shipping

SAP Central Business Configuration:

Ste Step Name Instruction Expected Result Ex-

p am-
ple
1 Log On Log on to the project experience in SAP Central Business Configuration.

2 Access the Configuration Ac- In the Realize phase, navigate to the Configuration Activities tab and search for the The Maintain Packing Transaction Profile screen dis-
tivity following activity: Maintain Packing Transaction Profile. plays.
Choose the line item in the search result to see more details about this configuration
activity.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud
system. Log on to the SAP Fiori launchpad using access level BPC_EXPERT.

3 Find the Entry Double click on the entry you want to change. The Change View "Maintain Packing Transaction
For example, Profile Determination": Details screen displays.
● 0002: Outbound Delivery

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 Ste Step Name Instruction Expected Result Ex-
p am-
ple
4 Change Procedures in Packag- Enter the field Determ. proc. for pkg instrs., and choose Save. Packing Transaction Profile was saved.
ing Transaction Profile Determ. proc. for pkg instrs: 000001 Pack in shipping

2.5.3 Manage Packing Instruction

[Link] Create Packing Instruction

Purpose

In this step, you create a Packing Instruction.

A packing instruction serves as a template for the creation of a handling unit. In a packing instruction, you define the materials and packaging materials to be packed in a handling unit.

Procedure

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Master Data Specialist - Handling Unit Data. The SAP Fiori launchpad
displays.

2 Access the App Open Create Packing Instruction - Master Data (POP1). The Create Packing Instruc-
tion: Initial screen displays.

3 Create Packing In- To create a new Packing Instruction, choose Continue or press Enter.
struction If you want to create packing instruction from reference packing instruction, choose a reference packing instruc-
tion and press Enter.

4 Maintain the descrip- Enter the short text field for the description of Packing Instruction.
tion of Packing In-
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Purpose Error: Reference source not found 20
 Test Test Step Name Instruction Expected Result Com-
Step # ments
struction

5 Enter Packaging Mate- Enter the packaging material number created in the last section in field Component of item 10.
rial The Item category P of item 10 means packaging materials. The first line is mandatory for every packing instruc-
tion because every packing instruction needs at least 1 packaging material.
Please ensure that you have assigned the Packaging Material Type, for example, SP21 in the view Sales: Gen-
eral/Plant when creating the Packaging Material that you’re going to enter here. For details, refer to previous
chapter Create Packaging Material.

6 Maintain material and In item 20, make the following entries:

target quantity Item category: M Material
Component: Material number to be packed, for example, TG11
Target quantity: Quantity

7 Enter Check Profile In [Link] Tab, enter 01 in the Check Profile field.
01 is the pre-delivered SAP Standard Profile.

8 Save Choose Save. A packing instruction is cre-

Make a note of the packing instruction number: _____. ated.

[Link] Create Packing Instruction Determination

Purpose

In this step, you create Packing Instruction Determination Records.

This function enables the system to find a packing instruction by specific characteristics. The condition technique is applied for this. You define a packing instruction that refers to specific character -
istics, such as material and ship-to-party.

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Purpose Error: Reference source not found 21
Procedure

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Master Data Specialist - Handling The SAP Fiori launchpad displays.
Unit Data.

2 Access the App Open Create Determination Records - Master Data (POF1). The Pkg Instruction - Create Determination Recs:
Initial Screen displays.

3 Enter Determination Type for On the Pkg Instruction - Create Determination Recs: Initial Screen, make the
Outbound Delivery following entries, and choose Enter:
● Determination Type: For example, SHIP, for outbound delivery

4 Choose a Key Combination In the key combination window, choose a key combination, and Select
Choose.
For example, choose Material/Ship-to-Party.

5 Enter the Packing Instruction De- On the Create Ship. pack. inst: Fast Entry screen, enter the follow entries:
termination Material: <materil number>, for example, TG11
Ship-to-pt: 10100003
Packing instruction: <The Packing instruction number noted
in the last section>.

6 Save Choose Save. Packing Instruction Determination Record for out-

bound delivery is created.

7 Enter Determination Type for In- Choose Back.

bound Delivery On the Pkg Instruction - Create Determination Recs: Initial Screen, make the
following entries, and choose Enter:
● Determination Type
: For example, RCPT for inbound delivery.

8 Choose a Key Combination In the key combination window, choose a key combination, and select
Choose.
For example, choose Material.

9 Enter the Packing Instruction De- On the Create In. del. pack. ins. (RCPT) : Fast Entry screen ,enter the follow
termination entries:

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 22
 Test Test Step Name Instruction Expected Result Com-
Step # ments
● Material: <material number>, for example, TG0013
● Packing Instruction: <The Packing instruction number
noted in the last section>

10 Save Choose Save. Packing Instruction Determination Record for out-

bound delivery is created.

2.5.4 Create Outbound Delivery

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this activity, you create the outbound delivery for packing.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 23
Procedure

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist .

2 Access the App Open Create Outbound Delivery - Without Order Reference (VL01NO). The Create Outbound Delivery Without Order
Reference screen displays.

3 Enter Key Data for Outbound On the Create Outbound Delivery Without Order Reference screen, make the
Delivery Creation following entries, and choose Enter:
● Shipping Point: 1010
● Delivery Type: LO
● Sales Organization: 1010
● Distribution Channel: 10
● Division: 00

4 Enter Delivery Details On the Delivery without Reference Create: Overview screen, make the follow-
ing entries:
● Ship-to Party: 10100003
● Planned GI: <Planned goods movement date>, for example,
<Today's Date>
● Material Number: <Material number>, for example, TG11
● Deliv. Quantity: Quantity , For example, 1 PC
Note If any warning pop up comes, please ignore it.
● (Optional) Batch: batch number (for batch material only).

5 Save Document Choose Save Document. An outbound delivery is created.

Make a note of the delivery number: __________.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 24
2.5.5 Create Purchase Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this procedure, you create the purchase order for inbound delivery.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log onto the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad displays.

2 Access the App Open Create Purchase Order - Advanced (ME21N). The Create Purchase Order Advanced screen displays with a list of exist-
ing purchasing document items.

3 Start Purchase Order Without making any selection, choose Create. The Create Purchase Order screen displays.
Creation

4 Enter Purchase Order Enter all of the necessary data. The Create Purchase Order screen displays.
Data Order Type: for example, NB Standard PO
Supplier: 10300001

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 25
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
On the Org. Data tab:
Purchasing Org.: 1010
Purchasing Group: 001
Company Code: 1010
In the Items section:
Material: <Material Number>, for example
TG0013
Quantity: <Quantity>
Net Price: x
Plant: 1010
(Optional) Batch: batch number (for batch material
only).
In the Items section, choose Delivery Schedule:
Delivery date: <date in the future>
In the Items section, choose Confirmations: Conf. Con-
trol > Inbound Delivery

2.5.6 Create Inbound Delivery

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)
Handling Unit Management (4MM_DE) PUBLIC
Purpose Error: Reference source not found 26
Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this activity, you create the inbound delivery for packing.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Receiving Specialist.

2 Access the App Open Create Inbound Delivery (VL31N). The Create Inbound Delivery screen is displayed.

3 Create Inbound Delivery Make the following entries and press Enter:
Supplier : <enter your supplier>
Purchase Order: <the created purchase document
number>
Delivery Date: <the delivery selection date>

4 Maintain Batch Num-ber Make the following entries in Item section:

(Optional) Batch: <batch number> (for batch material only).
You can enter a batch numer manually or let system create a batch
number automatically.
Note This step only applies to the materials that use batch manage-
ment.

5 Save Choose Save. The inbound delivery is created.

Make a note of the delivery order number for subsequent
use. ___________

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 27
2.5.7 Configure the HU Requirement Setting for Storage Location

Purpose

Use the SSC-UI HU Requirement for Storage Locations to set a storage location as Handling Unit Managed.

Procedure

Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process The SAP Fiori launchpad displays.
Configuration.

2 Access the App Open Manage Your Solution (F1241). The Manage Your Solution screen dis-
plays.

3 Configure Your Solution Choose Configure Your Solution. The Configure Your Solution: Realize
Phase screen displays.

4 Filter Selection Criteria Choose the following entries in filter bar and choose Enter: All entries display in Handling Unit Man-
● Application Area:Logistics agementsection.

● Sub Application Area: Handling Unit Management

5 Find the Entry Find the entry with General Settings item name and choose arrow at the item end. The Configure Your Solution - General
Settings screen displays.

6 Navigate to HU Requirement for Stor- In Configuration Steps section, choose Configure in the Actions column for HU The HU Requirement for Storage Loca-
age Locations Screen Requirement for Storage Locations step. tions screen displays.

7 Change HU requirement setting for Enter the field Partner storLoc and HU reumnt in the following line, and choose HU requirement setting was saved.
Storage Location Save.
● Plant: 1010
● Storage Location: for example, 101H

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 28
 Test Test Step Name Instruction Expected Result Com-
Step # ments
● Partner storLoc: 101A
● HU reqmnt:Checked

SAP Central Business Configuration:

Ste Step Name Instruction Expected Result Ex-

p ample
1 Log On Log on to the project experience in SAP Central Business Configuration.

2 Access the Configuration Activ- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab and search The HU Requirement for Storage
ity for the following activity: HU Requirement for Storage Locations. Locations screen displays.
Choose the line item in the search result to see more details about this configuration activity.
Choose the Go to Activity button to navigate directly to the SAP S/4HANA Cloud system. Log on to
the SAP Fiori launchpad using access level BPC_EXPERT.

3 Change HU requirement setting Enter the field Partner storLoc and HU reumnt in the following line, and choose Save. HU requirement setting was saved.
for Storage Location ● Plant: 1010
● Storage Location: for example, 101H
● Partner storLoc: 101A
● HU reqmnt:Checked

2.5.8 Create Production Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date
Handling Unit Management (4MM_DE) PUBLIC
Purpose Error: Reference source not found 29
Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to create a Production Order for a later use for processes in Discrete Manufacturing with Handling Units.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Supervisor - Discrete The SAP Fiori launchpad displays.
Manufacturing.

2 Access the App Open Create Production Order (CO01). The Production Order Create: Initial Screen displays.

3 Enter the Order Informa- Make the following entries and choose Enter: The Production Order Create: Header screen displays.
tion ● Materials : SG21
● Production Plant : 1010
● Order Type: YBM1

4 Enter the Order Details Make the following entries and choose Enter: The Select Production Version for Material and Plant
● Quantity : <Quantity>, for example, 10 dialog box displays.

● Type: Current Date

5 Select the Production Ver- Select the Production Version 0001 and select Choose.
sion

6 Go to Operation details Select the operation on the list and go to Operation details

7 Change the control key Change the Control Key of Operation 0010 to YBP1.

8 Save the Production Order Choose Save and then Choose Yes to confirm the warning message. Make a note of the production order number.
________________

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 30
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
9 Go back to the SAP Fiori Choose back and go back to the SAP Fiori launchpad.
launchpad

10 Access the App Open Change Production Order (CO02). The Production Order Change: Initial Screen displays.

11 Enter order number Make the following entries and choose Enter: The Production Order Change: Header screen displays.
Order: <Production Order Number from the previous
step>, for example, 1000XXX

12 Release the Production Or- Choose Release Order (Ctrl +F1).

der

13 Save Choose Save. The production order is released.

2.5.9 Create Process Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to create process orders. Because the order release is executed automatically, production can start immediately.
Handling Unit Management (4MM_DE) PUBLIC
Purpose Error: Reference source not found 31
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Production The SAP Fiori launchpad displays.
Planner.

2 Access the App Open Create Planned Order (MD11) and select a The Create Planned Order: Initial Screen screen displays.
Planned Order Profile and choose Continue.

3 Enter Planned Order Make the following entries and and then choose The Planned Order is saved.
Information Save:
● Material: SG24
● MRP Area: 1010
● Order Quantity: for example, 10
● Mandatory fields under section Dates/Times

4 Access the App Open Convert Planned Orders - to Process Orders The Collective Conversion of Planned Orders: Initial screen displays.
(COR8).

5 Enter Restriction Make the following entries and choose Execute: The system displays a list of all planned orders, which match the restriction.
● Planning Plant: 1010 Note Convert first planned orders for the semi-finished material (SG24) and proceed
● Production Plant: 1010 for the whole section Succeeding Processes and afterwards repeat for the finished prod-
uct (FG29).
● [Link]: YB2
● Process Order Type: YBM2

6 Convert Planned Or- Select the planned order for conversion, and then Planned orders are converted to process orders.
der to Process Order choose Convert Planned Order. Make a note of the process order numbers.

2.5.10 Create Sales Order

Test Administration

Customer project: Fill in the project-specific parts.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 32
Test Case ID <[Link]> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to create a Sales Order for a later use for processes in Repetitive Manufacturing with Handling Units.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representative.

2 Access the App Open The Create Sales Documents screen

Create Sales Orders - VA01 (VA01). displays.

3 Enter Data On the Create Sales Documents screen, make the following entries and choose The Create Standard Order:Overview
Continue: Screen displays.
● Order Type: OR
● Sales Organization: 1010
● Distribution Channel: 10
● Division: 00

4 Enter Scheduling Agreement On the Create Standard Order:Overview screen, make the following entries
Details ● Sold-To Party: 10100003
● Ship-To Party: 10100003
● Customer Reference: Sales order number from customer

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 33
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
● Material Number: SG21
● Quantity : <Quantity>, for example, 20
● Customer Material Number: CUST - SG21
● Amount : <Amount>, for example, 30

5 Save Document Choose Save. The sales order is saved.

Make a note of the sales order number: __________.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 34
3 Overview Table

This scope item consists of several process steps that are listed in the following table:
If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for performing the typical tasks of a business role.
You can find all other apps not included on the homepage using the search bar.
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.

Process Step Business Role App / Transaction Expected Results

Execute Packing For Outbound Delivery

Execute Manual Packing [page ] 37 Shipping Specialist Change Outbound Delivery (VL02N) Packing for an outbound deliv-
ery is completed.

Execute Automatic Packing [page ] 39 Shipping Specialist Change Outbound Delivery (VL02N)

Execute Packing for Inbound Delivery

Execute Manual Packing [page ] 41 Receiving Specialist Change Inbound Delivery (VL32N)

Execute Automatic Packing [page ] 43 Receiving Specialist Change Inbound Delivery (VL32N)

Physical Inventory with Handling Units

Check Stock Information [page ] 50 Inventory Manager Display Stock Overview (MMBE)

Create Non-assigned Handling Units in Handling Unit Managed Inventory Manager Create Non-Assigned Handling Units (HU02)
Storage Location [page ] 51

Create Physical Inventory Document and Perform Physical Inven- Inventory Manager Create Inventory Documents - Handling Units
tory with Handling Units [page ] 53 (HUINV01)

Clear Differences from Physical Inventory Document [page ] 54 Inventory Manager Clear Differences from Inventory Documents -
Handling Units (HUINV05)

Analyze Physical Inventory Document [page ] 56 Inventory Manager Analyze Inventory Documents - Handling Units
(HUINV04)

Delete Inventoried Status of Handling Units [page ] 57 Inventory Manager Display Inventory Documents - Handling Units
(HUINV07)

Delete Physical Inventory Document [page ] 59 Inventory Manager Process Inventory Documents - Handling Units
(HUINV02)
Handling Unit Management (4MM_DE) PUBLIC
Purpose Error: Reference source not found 35
 Process Step Business Role App / Transaction Expected Results
Inventory Management with Handling Units

Create Non-assigned Handling Units in Handling Unit Managed Inventory Manager Create Non-Assigned Handling Units (HU02)
Storage Location [page ] 44

#unique_35 Inventory Manager Post Goods Movement - Handling Units (VL-

MOVE)

#unique_36 Inventory Manager Post Goods Movement - Handling Units (VL-

MOVE)

Transfer from Storage Location to Storage Location (Pick) [page ] Inventory Manager Post Goods Movement - Handling Units (VL-
46 MOVE)

Transfer from Storage Location to Storage Location (Putaway) Inventory Manager Post Goods Movement - Handling Units (VL-
[page ] 47 MOVE)

#unique_39 Inventory Manager Post Goods Movement - Handling Units (VL-

MOVE)

#unique_40 Inventory Manager Post Goods Movement - Handling Units (VL-

MOVE)

Reverse Goods Movement [page ] 49 Inventory Manager Reverse Goods Movement - Handling Units (HU-
CANC)

Discrete Manufacturing with Handling Units

Create Planned Handling Units [page ] 60 Production Supervisor - Discrete Create Planned Handling Units (COP1)
Manufacturing.

Create Handling Units [page ] 63 Production Supervisor - Discrete Create Handling Units (COP2).
Manufacturing.

Repetitive Manufacturing with Handling Units

Create Planned Handling Units [page ] 70 Production Supervisor - Repeti- Create Handling Units (MFP2)
tive Manufacturing

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 36
4 Test Procedures

This section describes procedures for each process step that belongs to this scope item.

4.1 Execute Packing for Outbound Delivery

4.1.1 Execute Manual Packing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

You can execute packing for delivery items right in a outbound delivery.
To proceed with packing, make sure you go through chapters under Preliminary Steps and already have a outbound delivery created. You can also refer to standard processes in Sell from Stock
(BD9) or Delivery Processing without Order Reference (1MI) about detailed instructions regarding creation of outbound delivery.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 37
Procedure

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist.

2 Access the App Open Change Outbound Delivery (VL02N). The Change Outbound Deliv-
ery screen displays.

3 Enter the Outbound On the Change Outbound Delivery screen, enter the outbound delivery number and choose Enter.
Delivery Number

4 Choose Packing In the header section, choose Pack.

5 Select Packaging In the All Existing HUs (Available for Packing) section of the screen, enter a Packaging Material and choose
Materials Enter. A Handling Unit No. will be automatically generated. Select both line items of Material and Handling
Unit, then choose Pack.
Note There are also alternative options for packing:
New HU if full: If you want to pack items completely, but do not know in advance how many handling units you
require.
New HU per x HUs: If you want to pack a specific constant number of handling units into a higher-level han-
dling unit.
New HU per part. qty of matrl: If you are packing a delivery item completely, but want to distribute the quantity
in equal amounts over several handling units.

6 Maintain Packed In Total Content tab, you can maintain the Packed Quantity for each Handling Unit.
Quantities

7 Maintain Serial In Total Content tab, choose the material being packed, and then choose Serial Nos..
Numbers (Optional) Enter the serial numbers in the Maintain Serial Numbers screen.
In addition, the Create serial number automatically field can be set if the required serial numbers are created by
the system automatically.
Note This step only applies to the materials that use serial number management.

8 Check General Choose General Overview in the header section to have a visualized hierarchy of all handling units.
Overview

9 Save Your Out- Choose Save to save packing results and your outbound delivery. Packing results together with
bound Delivery the outbound delivery is saved.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 38
4.1.2 Execute Automatic Packing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

You can execute automatic packing for delivery items right in a outbound delivery.
Automatic packing allows you to use packing instructions to create handling units automatically in outbound deliveries. The system automatically determines the packing instructions for the materi -
als to be packed and then the material is packed according to the packing instructions that were found.
Note To proceed with packing, make sure you go through chapters under Preliminary Steps and already have an outbound delivery created. You can also refer to standard processes in Sell from
Stock (BD9) or Delivery Processing without Order Reference (1MI) about detailed instructions regarding creation of outbound delivery.

Procedure

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Shipping Specialist. The SAP Fiori launchpad displays.

2 Access the App Open Change Outbound Delivery (VL02N). The Change Outbound Delivery screen displays.

3 Enter the Out- On the Change Outbound Delivery screen, enter the outbound de-
bound Delivery livery number and choose Enter.
Number
Handling Unit Management (4MM_DE) PUBLIC
Purpose Error: Reference source not found 39
 Test Test Step Name Instruction Expected Result Com-
Step # ments
4 Choose Packing In the header section, choose Pack.

5 Choose Automatic On the Processing of Handling Units for Outbound Delivery screen, Handling units were created automatically based on the packing instruction
Packing choose Automatic Packing. that was determined according to the Packing Instruction Determination you
maintained in the preliminary steps.

6 Maintain Serial In Total Content tab, choose the material being packed, and then
Numbers (Op- choose Serial Nos..
tional) Enter the serial numbers in the Maintain Serial Numbers screen.
In addition, the Create serial number automatically field can be set
if the required serial numbers are created by the system automati-
cally.
Note This step only applies to the materials that use serial number
management.

7 Check General Choose General Overview in the header section to have a visualized
Overview hierarchy of all handling units.

8 Check the Han- On the Gerneral Overview screen, choose (+) of the each Handling
dling Units Unit to expand the line items.
Check the material and quantity packed in each Handling Unit
which were created according to the packing instruction in the sec-
tion Create Packing Instruction.

9 Save Your Out- Choose Save to save Packing results and your outbound delivery. Packing results together with the outbound delivery is saved.
bound Delivery

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 40
4.2 Execute Packing for Inbound Delivery

4.2.1 Execute Manual Packing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

You can execute packing for delivery items right in a inbound delivery.
To proceed with packing, make sure you go through chapters under Preliminary Steps and already have a inbound delivery created. You can also refer to standard procurement processes in Scope
Items about detailed instructions regarding creation of inbound delivery:
● Procurement of Direct Materials(J45)
● Logistics with Third-Party Warehouse Management (1ZQ)
● Direct Procurement with Inbound Delivery(2TX)

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 41
Procedure

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Receiving Specialist. The SAP Fiori launchpad dis-
plays.

2 Access the App Open Change Inbound Delivery (VL32N). The Change Inbound Delivery
screen displays.

3 Enter the Inbound On the Change Inbound Delivery screen, enter the inbound delivery number and choose Continue.
Delivery Number

4 Choose Packing In the header section, choose Pack.

5 Select Packaging In the All Existing HUs (Available for Packing) section of the screen, enter a <Packaging Material> and
Materials choose Enter. A handling unit No. is automatically generated. Select both line items of material and handling
unit, then choose Pack.
Note There are also alternative options for packing:
New HU If Full: If you want to pack items completely, but do not know in advance how many handling units
you require.
New HU per x HUs: If you want to pack a specific constant number of handling units into a higher-level han-
dling unit.
New HU per part. qty of matrl: If you are packing a delivery item completely, but want to distribute the quantity
in equal amounts over several handling units.

5 Maintain Packed In Total Content tab, you can maintain the Packed Quantity for each Handling Unit.
Quantities

6 Maintain Serial To maintain serial numbers of the material that uses serial number management , you can refer to step 6 in Exe-
Numbers (Op- cute Manaul Picking of Chapter Execute Packing for Outbound Delivery.
tional) This step only applies to the materials that use serial number management.

7 Check General Choose General Overview in the header section to have a visualized hierarchy of all handling units.
Overview

8 Save Your Inbound Choose Save to save packing results and your inbound delivery. Packing results together with
Delivery the inbound delivery is saved.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 42
4.2.2 Execute Automatic Packing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

You can execute packing for delivery items right in a inbound delivery.
To proceed with packing, make sure you go through chapters under Preliminary Steps and already have a inbound delivery created. You can also refer to standard procurement processes in Scope
Items about detailed instructions regarding creation of inbound delivery:
● Procurement of Direct Materials(J45)
● Logistics with Third-Party Warehouse Management (1ZQ)
● Direct Procurement with Inbound Delivery(2TX)

Procedure

Test Test Step Name Instruction Expected Result Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as a Receiving Specialist. The SAP Fiori launchpad displays.

2 Access the App Open Change Inbound Delivery (VL32N). The Change Inbound Delivery screen displays.

3 Enter the Inbound On the Change Inbound Delivery screen, enter the inbound delivery number and choose Con-

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 43
 Test Test Step Name Instruction Expected Result Com-
Step # ments
Delivery Number tinue.
Make sure the delivery you enter has the correct status and is available for packing.

4 Choose Packing In the header section, choose Pack.

5 Choose Automatic On the Processing of Handling Units for Inbound Delivery screen, choose Automatic Packing. Handling units were created automatically based
Packing on the packing instruction you maintained.

6 Maintain Serial To maintain serial numbers of the material that uses serial number management , you can refer
Numbers (Optional) to step 6 in Execute Automatic Picking of Chapter Execute Packing for Outbound Delivery.
This step only applies to the materials that use serial number management.

7 Check General Choose General Overview in the header section to have a visualized hierarchy of all handling
Overview units.

8 Check the Handling In the Gerneral Overview screen, choose the (+) of the each handling unit to expand the line
Units items.
Check the material and quantity packed in each handling unit which were created according to
the packing instruction in the Section Create Packing Instruction.

9 Save Your Inbound Choose Save to save packing results and your inbound delivery. Packing results together with the inbound deliv-
Delivery ery is saved.

4.3 Inventory Management with Handling Units

4.3.1 Create Non-assigned Handling Units in Handling Unit Managed Storage Location

Test Administration

Customer project: Fill in the project-specific parts.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 44
Test Case ID <[Link]> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to create handling units in HU-managed storage location.

Procedures

Test Test Step Name Instruction Expected Result

Step #
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad dis-plays.

2 Access the App Open Create Non-Assigned Handling Units (HU02). The Create and Process Available Non-As-
signed Handling Units screen displays.

3 Choose Pack Material In the header section, choose Pack Material.

4 Select Packaging Ma- In the All Existing HUs (Available for Packing) section, enter a packaging material and choose Enter: Make a note of the Handling Unit number:
terials ● Packaging Material: PMPALLET _____.

A handling unit number is automatically generated.

5 Select Material to Be In the Material to Be Packed section, enter the following data and choose Enter:
Packed ● Material: material number, for example, TG11
● Partial Qty: 5
● Total Quantity: 20
● Plant: 1010
● Stor. Loc.:101A
● Dest. Stor. Location: 101H

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 45
 Test Test Step Name Instruction Expected Result
Step #
● (Optional) Batch: <batch number> (for batch material only).

6 Pack the material Select both line items of Material and Handling Unit, then choose New HU per part. qty of matrl. Material is packed.
Make a note of the Handling Unit numbers cre-
ated: _________.
Those HUs will be used in the test scenario be-
low to perform inventory on.

7 Maintain Serial Num- To maintain serial numbers of the material that uses serial number management , you can refer to step 6
bers (Optional) in Execute Manaul Picking of Chapter Execute Packing for Outbound Delivery.
This step only applies to the materials that use serial number management.

8 Check General Over- Choose General Overview in the header section to have a visualized hierarchy of all handling units.
view

9 Save Packing Data Choose Save to save the packing data.

4.3.2 Transfer from Storage Location to Storage Location (Pick)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 46
Purpose

This process step shows you how to transfer handling units from storage location to storage location (pick).

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

2 Access the App Open Post Goods Movement - Handling Units (VLMOVE). The Goods Movements for Handling Units and Materi-
als screen displays.

3 Select the Data for Make the following entries: The Goods Movements for Handling Units and Materi-
Goods Movement ● Process: select Transfer from storage location to stor- als screen displays.
age location (pick)
● Storage Location: for example, 101A
● Handling Units: <a handling unit you created in the
previous step>
Choose Copy HU.
Do not use the handling unit number you have used in Transfer from Plant to
Plant (pick) and Transfer from Plant to Plant (Putaway) topics.

4 Post Goods Movement In the Handling Units section, select the Handling Unit you want to move and A message appears that Packaging data was
choose Post Goods Movement. saved. Material document was created.
Make a note of the created material document number:
__________

4.3.3 Transfer from Storage Location to Storage Location (Putaway)

Test Administration

Customer project: Fill in the project-specific parts.

Handling Unit Management (4MM_DE) PUBLIC
Purpose Error: Reference source not found 47
Test Case ID <[Link]> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to transfer handling units from storage location to storage location (putaway).

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

2 Access the App Open Post Goods Movement - Handling Units (VLMOVE). The Goods Movements for Handling Units and Materialss-
creen displays.

3 Select the Data for Make the following entries: The Goods Movements for Handling Units and Materialss-
Goods Movement ● Process: select Transfer from storage location to creen displays.
storage location (putaway)
● Storage Location: Enter the storage location used in the previous
step, for example, 101A
● Handling Units: <a handling unit you created in
the previous step>
Choose Copy HU.

4 Post Goods Movement In the Handling Units section, select the Handling Unit you want to A message appears that Packaging data was saved.
move and choose Post Goods Movement. Material document was created.
Make a note of the created material document number:
__________
Handling Unit Management (4MM_DE) PUBLIC
Purpose Error: Reference source not found 48
4.3.4 Reverse Goods Movement

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to reverse goods movement.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

2 Access the App Open Reverse Goods Movement - Handling Units (HUCANC). The Reverse Goods Movement with Handling Units
screen displays.

3 Select Material Doc- Make the following entries: A message appears that Material document was
ument ● Material Document: <Material Document you noted in the cancelled.
previous steps>
Choose Execute.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 49
4.4 Physical Inventory with Handling Units

4.4.1 Check Stock Information

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this section the stock information is checked.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

2 Access the App Open Display Stock Overview (MMBE). The Stock Overview screen displays.

3 Enter material Make the following entries: The Stock Overview: Basic List screen
● Material: TG11 displays.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 50
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
● Plant: 1010
● Storage Location: 101H
Choose Execute.

4 Display Stock Infor- Make a note of the unrestricted use quantity of material TG11 under storage location
mation 101H: _____.

4.4.2 Create Non-assigned Handling Units in Handling Unit Managed Storage Location

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to create handling units in hu-managed storage location.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 51
Procedures

Test Test Step Name Instruction Expected Result

Step #
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

2 Access the App Open Create Non-Assigned Handling Units (HU02). The Create and Process Available Non-Assigned Handling
Units screen displays.

3 Choose Pack Material In the header section, choose Pack Material.

4 Select Packaging Ma- In the All Existing HUs (Available for Packing) section of the screen, enter a Packaging Make a note of the Handling Unit number: _____.
terials Material and choose Enter.
Packaging Material: PMPALLET
A Handling Unit Number is automatically generated.

5 Select Material to be In the Material to Be Packed section, enter the following data and choose Enter:
Packed ● Material: for example, TG11
● Partial Qty: for example, 5
● Total Quantity: for example, 20
● Plant: 1010
● Stor. Loc.: 101A
● Dest. Stor. Location: 101H

6 Pack the Material Select both line items of Material and Handling Unit, then choose New HU per part. qty Material is packed.
of matr. Make a note of the Handling Unit numbers created: ________.
Those HUs will be used in the test scenario below to perform
inventory on.

7 Check General Over- Choose General Overview in the header section to have a visualized hierarchy of all
view handling units.

8 Save Packing Data Choose Save to save the packing data.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 52
4.4.3 Create Physical Inventory Document and Perform Physical Inventory with Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to create physical inventory documentation and perform physical Inventory with handling units.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

2 Access the App Open Create Inventory Documents - Handling Units (HUINV01). The Select HUs and Create Physical Inven-
tory Documents screendisplays.

3 Select the material Make the following entries: The List of All Inventoriable Handling Units
Material: TG11 screen is shown.

Plant: 1010
Storage Location: 101H
HU with Cumulated Mat. Items: Checked

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 53
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Choose Execute.

4 Create Physical Inven- In the selection screen, make sure to only select the HUs you have created in the prerequi- A message should appear that the physical
tory Document site step. inventory document has been created.
Choose Create physical inventory document. Make a note of the created physical inven-
tory document number: __________

5 Go back to the SAP Choose back and go back to the SAP Fiori launchpad.
Fiori launchpad

6 Access the App Open Enter Count Results for Inventory Documents - Handling Units. The Enter Count Results for HU Inventory
Document screen displays.

7 Enter the inventory Enter the inventory document number and choose Execute. The Enter Count Results for [Link] dis-
document number plays.

8 Mark HUs as existing Mark all HUs as existing by selecting HU exists checkbox in every row.

9 Choose the first HU Choose the first HU the and choose Inventory Items for HU. The Inventory Items for HU screen displays.

10 Enter the actual inven- Enter the actual physical quantity counted of material TG11 and choose Enter and then
tory quantity choose Back.. For example,4 PCs , which is decreased by 1 PCs from the original quantity.

11 Change the DoesNo- Change the Indicator for the last HU to DoesNotExt and choose Save. Physical Inventory results are saved.
tExt Indicator

4.4.4 Clear Differences from Physical Inventory Document

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 54
Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to clear the physical inventory documentation.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

2 Access the App Open Clear Differences from Inventory Documents - Handling Units The Clear Differences from Inventory Docu-
(HUINV05). ments screen displays.

3 Enter the Inventory Document Enter the inventory document number created in the previous step and choose The Post Physical Inventory screen displays.
Number Execute.

4 Clear Differences from Physical Choose All Items on the top of the screen and choose Select All in the table A message that the physical inventory docu-
Inventory Document selection menu and make sure all items are selected. ment has been posted displays.
Choose Clear Items on the top of the screen.

5 Go back to the SAP Fiori launch- Choose back and go back to the SAP Fiori launchpad.
pad

6 Access the App Open Display Stock Overview (MMBE). The Stock Overview screen displays.

7 Enter Material Make the following entries: The Stock Overview: Basic List screen is
● Material: TG11 shown.

● Plant: 1010
● Storage Location: 101H
Choose Execute.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 55
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
8 Display Stock Information Check the unrestricted use quantity of material TG11 under storage location The unrestricted use quantity should have
101H. been updated accordingly.

4.4.5 Analyze Physical Inventory Document

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to analyze the physical inventory documentation.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad dis-
plays.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 56
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
2 Access the App Open Analyze Inventory Documents - Handling Units (HUINV04). The Analysis of Phys. Inv. Docs
screen displays.

3 Enter the Inventory Docu- Enter the inventory document number used in the previous step, The Value Analysis of Inventory
ment Number and choose Execute. screen displays.

4 Check the Physical Inven- Choose All Items on the top of the screen.
tory Document Check the quantity in the HU and ensure that the quantity adjustments correspond to the
counts you have entered in the previous step.

4.4.6 Delete Inventoried Status of Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to delete inventoried status of handling units.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 57
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

2 Access the App Open Display Inventory Documents - Handling Units (HUINV07). The Displays of Inventory Documents (incl. Deleted Items)
screen displays.

3 Enter the Inventory Enter the inventory document number you noted in the step Create Physical The Display Inventory screen displays.
Document Number Inventory Document and Perform Physical Inventory with Handling Units. Make a note of the Handling Unit number(s) in the Inven-
and choose Execute. tory Unit: _____.

4 Go back to the SAP Choose back and go back to the SAP Fiori launchpad. The SAP Fiori launchpad displays.
Fiori launchpad

5 Access the App Open Create Inventory Document - Handling Units. The Select HUs and Create Physical Inventory Documents
screen displays.

6 Select the material Make the following entries: The purpose of this step is to reconfirm that the HUs are
● Handling Unit: <Handling Unit number noted in step 3> not available for another round of inventory.

● Plant: 1010 If a message with No handling units found

with the required criteria is shown, that is
● Storage Location: 101H
correct.
● HU with Cumulated Mat. Items: Checked
Choose Execute.

7 Go back to the SAP Choose back and go back to the SAP Fiori launchpad. The SAP Fiori launchpad displays.
Fiori launchpad

8 Access the App Open Delete Inventoried Status- Handling Units. The Delete Inventoried Status for HU screen displays.

9 Enter the Handling Make the following entries: The Handling Units with Status Phys. Inventoried screen
Unit Number ● Handling Unit: <Handling Unit number noted in step 3> displays.

● Plant: 1010
● Storage Location: 101H
Choose Execute.

10 Select the Handling Select the handling unit number and choose Save. The handling units disappear on the list.
Unit Number The inventoried status of the handling unit was deleted.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 58
4.4.7 Delete Physical Inventory Document

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to delete the physical inventory documentation.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

2 Access the App Open Process Inventory Documents - Handling Units The Process a Phys. Inventory Document screen
(HUINV02). displays.

3 Enter the Inventory Document Enter the inventory document number, The Process Inventory screen displays.
Number and choose Execute.

4 Delete the Physical Inventory Docu- In the selection screen, choose the item you want to delete. The physical inventory document has been deleted.
ment Choose Delete Document on the top of the screen and choose
Yes.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 59
4.5 Discrete Manufacturing with Handling Units

4.5.1 Create Planned Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to create planned product Handling Units with the status planned for production orders.
In this section, we only describe the process about how to create Planned Handling Units without reference to certain customer requirements.
However, to assign the creation of planned handling units for certain customer requirements to dedicated persons, you can also use the following apps:
● Create Planned Handling Units - Without Reference (COP11)
● Create Planned Handling Units - Reference to Sales Orders (COP12)
● Create Planned Handling Units - Reference to Deliveries(COP13)
● Create Planned Handling Units - Reference to Stock Transfer Orders (COP14)
● Create Planned Handling Units - Documents due for Delivery (COPP1)
Before you proceed with steps below, make sure you have created a prerequisite document, for example, Production Order as described in section Create Production Order in Preliminary Steps.
In order to continue with packing, also make sure you go through chapters under Preliminary Steps and already have a packing insctuction for material SG21 created.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 60
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Supervisor - Dis-
crete Manufacturing.

2 Access the App Open Create Planned Handling Units (COP1) The Plan End Product HUs Without Reference to Sales Re-
quirement displays.

3 Enter order number Make the following entries and choose Enter: The packing proposals iscreated with automatic packing.
Order: <Production Order Number from the previous
step>

4 Save the Handling Choose Create and save handling units. Handling units is generated according to the HU proposals
Units

4.5.2 Post Goods Receipt for Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 61
Purpose

This process step shows you how to post goods receipts for the material produced grouped in handling units.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Operator - Discrete Manufacturing. The SAP Fiori launchpad displays.

2 Access the App Open Enter Goods Receipt for Handling Units (COWBHUWE) The Enter Goods Receipt: New Item-
screen displays.

3 Enter Handling Unit In Selection of Handling Unit area, enter the number of one of the handling units you cre- The handling unit you entered displays.
number ated in the previous steps and choose Enter.

4 Confirm the Stock In- Check for example the quantity or storage location are correctly maintained and choose Goods receipt of handling unit is posted.
formation Post.

5 Log Off Choose Sign out to logoff.

6 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

7 Access the App Open Display Stock Overview (MMBE). The Stock Overview screen displays.

8 Enter material Make the following entries: The Stock Overview: Basic List screen
● Material: SG21 displays.

● Plant: 1010
● Storage Location: 101B
Choose Execute.

9 Display Handing Unit Select the Storage Location: 101B and then open Handling Units view by choosing More- The HU Monitor: Selected Handing
Information >Environment-> Handling Unit Units screen displays.
in Storage Location

You can then continue with processes described in Scope Item: BJ5 - Make-to-Stock Production - Discrete Manufacturing

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 62
4.5.3 Create Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to group the material produced from a production order with handling units.
In this section, we only describe the process about how to create Handling Units without reference to certain customer requirements.
However, to assign the creation of production handling units for certain customer requirements to dedicated persons, you can also use the following apps:
● Create Handling Units - Without Reference (COP21)
● Create Handling Units - Reference to Sales Orders (COP22)
● Create Handling Units - Reference to Deliveries (COP23)
● Create Handling Units - Reference to Stock Transfer Orders (COP24)
● Create Handling Units - Documents due for Delivery (COPP2)
Before you proceed with steps below, make sure you have created a prerequisite document, for example, Production Order as described in section Create Production Order in Preliminary Steps.
To proceed with packing, make sure you go through chapters under Preliminary Steps and already have a packing insctuction for material SG21 created.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 63
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Supervisor - Discrete Manu- The SAP Fiori launchpad displays.
facturing.

2 Access the App Open Create Handling Units (COP2) The Pack End Products Without Reference to Cus-
tomer Reqmt screen displays.

3 Enter order number Make the following entries and choose Enter: The packing proposals iscreated with automatic
Order: <Production Order Number from the previous step> packing.

4 Save the Handling Choose Create and save handling units. Handling units is generated according to the HU pro-
Units posals.

5 Log Off Choose Sign out to logoff.

6 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

7 Access the App Open Display Stock Overview (MMBE). The Stock Overview screen displays.

8 Enter material Make the following entries: The Stock Overview: Basic List screen displays.
● Material: SG21
● Plant: 1010
● Storage Location: 101B
Choose Execute.

9 Display Handling Unit Select the Storage Location: 101B and then open Handling Units view by The HU Monitor: Selected Handing Units screen dis-
Information choosing More > Environment > Handling Unit . plays.
in Storage Location

You can then continue with processes described in Scope Item: BJ5 - Make-to-Stock Production - Discrete Manufacturing

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 64
4.6 Process Manufacturing with Handling Units

4.6.1 Create Planned Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to create planned product Handling Units with the status planned for process orders.
In this section, we only describe the process about how to create Planned Handling Units without reference to certain customer requirements.
However, to assign the creation of planned handling units for certain customer requirements to dedicated persons, you can also use the following apps:
● Create Planned Handling Units - Without Reference (COP11)
● Create Planned Handling Units - Reference to Sales Orders (COP12)
● Create Planned Handling Units - Reference to Deliveries(COP13)
● Create Planned Handling Units - Reference to Stock Transfer Orders (COP14)
● Create Planned Handling Units - Documents due for Delivery (COPP1)
Before you proceed with steps below, make sure you have created a prerequisite document, for example, Process Order as described in section Create Process Order in Preliminary Steps.
In order to continue with packing, also make sure you go through chapters under Preliminary Steps and already have a packing insctuction for material SG21 created.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 65
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Supervisor -
Process Manufacturing.

2 Access the App Open Create Planned Handling Units (COP1) The Plan End Product HUs Without Reference to Sales Re-
quirement displays.

3 Enter order number Make the following entries and choose Enter: The packing proposals iscreated with automatic packing.
Order: <Process Order Number from the previous
step>

4 Save the Handling Choose Create and save handling units. Handling units is generated according to the HU proposals
Units

4.6.2 Post Goods Receipt for Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 66
Purpose

This process step shows you how to post goods receipts for the material produced grouped in handling units.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Operator - Process Manufacturing. The SAP Fiori launchpad displays.

2 Access the App Open Enter Goods Receipt for Handling Units (COWBHUWE) The Enter Goods Receipt: New Item-
screen displays.

3 Enter Handling Unit In Selection of Handling Unit area, enter the number of one of the handling units you cre- The handling unit you entered displays.
number ated in the previous steps and choose Enter.

4 Confirm the Stock In- Check for example the quantity or storage location are correctly maintained and choose Goods receipt of handling unit is posted.
formation Post.

5 Log Off Choose Sign out to logoff.

6 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

7 Access the App Open Display Stock Overview (MMBE). The Stock Overview screen displays.

8 Enter material Make the following entries: The Stock Overview: Basic List screen
● Material: SG21 displays.

● Plant: 1010
● Storage Location: 101B
Choose Execute.

9 Display Handing Unit Select the Storage Location: 101B and then open Handling Units view by choosing More- The HU Monitor: Selected Handing
Information >Environment-> Handling Unit Units screen displays.
in Storage Location

You can then continue with processes described in Scope Item: BJ8 - Make-to-Stock - Process Manufacturing Based on Process Order

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 67
4.6.3 Create Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to group the material produced from a process order with handling units.
In this section, we only describe the process about how to create Handling Units without reference to certain customer requirements.
However, to assign the creation of production handling units for certain customer requirements to dedicated persons, you can also use the following apps:
● Create Handling Units - Without Reference (COP21)
● Create Handling Units - Reference to Sales Orders (COP22)
● Create Handling Units - Reference to Deliveries (COP23)
● Create Handling Units - Reference to Stock Transfer Orders (COP24)
● Create Handling Units - Documents due for Delivery (COPP2)
Before you proceed with steps below, make sure you have created a prerequisite document, for example, Process Order as described in section Create Process Order in Preliminary Steps.
To proceed with packing, make sure you go through chapters under Preliminary Steps and already have a packing insctuction for material SG21 created.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 68
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Supervisor - Process Manu- The SAP Fiori launchpad displays.
facturing.

2 Access the App Open Create Handling Units (COP2) The Pack End Products Without Reference to Cus-
tomer Reqmt screen displays.

3 Enter order number Make the following entries and choose Enter: The packing proposals iscreated with automatic
Order: < Order Number from the previous step> packing.

4 Save the Handling Choose Create and save handling units. Handling units is generated according to the HU pro-
Units posals.

5 Log Off Choose Sign out to logoff.

6 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

7 Access the App Open Display Stock Overview (MMBE). The Stock Overview screen displays.

8 Enter material Make the following entries: The Stock Overview: Basic List screen displays.
● Material: SG21
● Plant: 1010
● Storage Location: 101B
Choose Execute.

9 Display Handling Unit Select the Storage Location: 101B and then open Handling Units view by The HU Monitor: Selected Handing Units screen dis-
Information choosing More->Environment-> Handling Unit plays.
in Storage Location

You can then continue with processes described in Scope Item: BJ8 - Make-to-Stock - Process Manufacturing Based on Process Order

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Purpose Error: Reference source not found 69
4.7 Repetitive Manufacturing with Handling Units

4.7.1 Create Planned Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to create planned handling units with the status planned for materials in repetitive manufacturing.
In this section, we only describe the process about how to create Planned Handling Units with reference to a Sales Order.
However, to assign the creation of planned handling units for certain customer requirements to dedicated persons, you can also use the following apps:
● Create Planned Handling Units - Without Reference (MFP11)
● Create Planned Handling Units - Reference to Sales Orders (MFP12)
● Create Planned Handling Units - Reference to Deliveries (MFP13)
● Create Planned Handling Units - Reference to Stock Transfer Orders (MFP14)
● Create Planned Handling Units - Documents due for Delivery (MFPP1)
Before you proceed with steps below, make sure you have created a prerequisite document, for example, a Sales Order as described in section Create Sales Order in Preliminary Steps.
To proceed with packing, make sure you go through chapters under Preliminary Steps and already have a packing insctuction for material SG21 created.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 70
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Supervisor - Repetitive The SAP Fiori launchpad displays.
Manufacturing.

2 Access the App Open Create Planned Handling Units (MFP1). The Plan End Product HUs Without Reference to Sales
Requirement displays.

3 Choose Packing for Choose Packing for Sales Order. The Plan End Product HUs for Sales Order screen dis-
Sales Order plays.

4 Enter order number Make the following entries and choose Enter: The packing proposals is created with automatic pack-
● Sales Order: <Sales Order Number from the previous ing.
prerequisite step>
● Item : 10
● Plant: 1010
● Storage Loc : 101A
● To Be Picked: <Quantity> , For example, 20

5 Save the Handing Units Choose Create and save handling units. Handling units is generated according to the HU propos-
als.

4.7.2 Confirm Repetitive Manufacturing for Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 71
Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to confirm handling units created in packing for repetitive manufacturing where you post the goods receipt of the contained materials and the goods issue of the
components in one step.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Operator - The SAP Fiori launchpad displays.
Repetitive Manufacturing.

2 Access the App Open Confirm Repetitive Manufacturing for Handling Units The HU Backflush in Repetitive Manufacturingscreen displays.
(MFHU)

3 Enter Handling Unit Enter the number of one of the handling units you created in the The handling unit you entered displays.
number previous steps and choose Enter:
Handling Unit: <Handling Unit number>

4 Enter and confirm the Check for example the quantity or Production Versio n are cor- The message Handling unit backflush completed displays. Goods re-
Stock Information rectly maintained and choose Save. ceipt of contained materials and the goods issue of the components.

5 Log Off Choose Sign out to logoff.

6 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

7 Access the App Open Display Stock Overview (MMBE). The Stock Overview screen displays.

8 Enter material Make the following entries: The Stock Overview: Basic List screen displays.
● Material: SG21
● Plant: 1010
● Storage Location: 101B
Choose Execute.

9 Display Handing Unit Select the Storage Location: 101B and then open Handling The HU Monitor: Selected Handing Units screen displays.
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Purpose Error: Reference source not found 72
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Information Units view by choosing More->Environment-> Handling Unit
in Storage Location

You can then continue with processes described in Scope Item: BJH - Make-to-Stock Production - Repetitive Manufacturing

4.7.3 Create Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <[Link]> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

This process step shows you how to group the material produced in repetitive manufacturing with handling units.
In this section, we only describe the process about how to create Handling Units without reference to certain customer requirements.
However, to assign the creation of production handling units for certain customer requirements to dedicated persons, you can also use the following apps:
● Create Planned Handling Units - Without Reference (MFP21)
● Create Planned Handling Units - Reference to Sales Orders (MFP22)
● Create Planned Handling Units - Reference to Deliveries (MFP23)
● Create Planned Handling Units - Reference to Stock Transfer Orders (MFP24)

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 73
● Create Handling Units - Documents due for Delivery (MFPP2)
Before you proceed with steps below, make sure you have created a prerequisite document, for example, Production Order as described in section Create Production Order in Preliminary Steps.
To proceed with packing, make sure you go through chapters under Preliminary Steps and already have a packing insctuction for material SG21 created.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Supervisor - Repetitive Man- The SAP Fiori launchpad displays.
ufacturing.

2 Access the App Open Create Handling Units (MFP2). The Repetitive Manufacturing: Create Plnnd HUs w/o
Ref. to Ord. screen displays.

3 Enter order number Make the following entries and choose Enter: The packing proposals is created with automatic pack-
● Material: <SG21> ing.

● Plan: 1010
● [Link]: 101B
● Batch(Optional):

4 Save the Handling Choose Create and save handling units. Handling units is generated according to the HU pro-
Units posals.

5 Confirm Handling Refer to Confirm Repetitive Manufacturing for Handling Units [page ] 71 to Handling units generated are confirmed.
Units confirm the generated handling units.

6 Log Off Choose Sign out to logoff.

7 Log On Log on to the SAP Fiori launchpad as an Inventory Manager. The SAP Fiori launchpad displays.

8 Access the App Open Display Stock Overview (MMBE). The Stock Overview screen displays.

9 Enter material Make the following entries: The Stock Overview: Basic List screen displays.
● Material: SG21
● Plant: 1010
● Storage Location: 101B
Choose Execute.

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Purpose Error: Reference source not found 74
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
10 Display Handling Unit Select the Storage Location: 101B and then open Handling Units view by The HU Monitor: Selected Handing Units screen dis-
Information choosing More->Environment-> Handling Unit plays.
in Storage Location

You can then continue with processes described in Scope Item: BJH - Make-to-Stock Production - Repetitive Manufacturing

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 75
5 Appendix

5.1 Process Integration

The process to be tested in this test script is part of a chain of integrated processes.

5.1.1 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:

Scope Item Comment

BD9 - Sell from Stock Go through steps after chapter Handling Unit Management (Optional) in BD9 - Sell from Stock

1MI - Delivery Processing without Order Reference Go through steps after chapter Execute Packing (Optional) in 1MI - Delivery Processing without Order Refer-
ence.

2TX - Direct Procurement with Inbound Delivery Go through steps after chapter Create Inbound Deliveries.

BJH - Make-to-Stock Production - Repetitive Manufactur- Go through Make-to-Stock Production - Repetitive Manufacturing.
ing

BJ5 - Make-to-Stock Production - Discrete Manufacturing Go through Make-to-Stock Production - Discrete Manufacturing.

Handling Unit Management (4MM_DE) PUBLIC

Purpose Error: Reference source not found 76
Typographic Conventions

Type Style Description

Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names,
menu paths, and menu options.
Textual cross-references to other documents.

Example Emphasized words or expressions. [Link]/contactsap

EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and
key concepts of a programming language when they are surrounded by body text, for example, SELECT and IN-
CLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and param-
eters, source text, and names of installation, upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documenta-
tion.
<Exam- Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to
ple> make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .

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