US)

Handling Unit Management (4MM_ PUBLIC

Purpose © 2021 SAP SE or an SAP affiliate company. All rights reserved. 1
Test Script PUBLIC
SAP S/4HANA - 16-09-21

Handling Unit Management (4MM_US)

Table of Contents

1 Purpose 4

2 Prerequisites 5
2.1 System Access 5
2.2 Roles 5
2.3 Master Data, Organizational Data, and Other Data 6
2.4 Business Conditions 8
2.5 Preliminary Steps 9
2.5.1 Create Packaging Material 9
2.5.2 Manage Packing Instruction 10
2.5.2.1 Create Packing Instruction 10
2.5.2.2 Create Packing Instruction Determination 11
2.5.3 Create Outbound Delivery 13
2.5.4 Create Purchase Order 15
2.5.5 Create Inbound Delivery 16
2.5.6 Configure the HU Requirement Setting for Storage Location 18
3 Overview Table 20

4 Test Procedures 23
4.1 Execute Packing for Outbound Delivery 23
4.1.1 Execute Manual Packing 23
4.1.2 Execute Automatic Packing 25
4.2 Execute Packing for Inbound Delivery 26
4.2.1 Execute Manual Packing 26
4.2.2 Execute Automatic Packing 28
4.3 Physical Inventory with Handling Units 30
4.3.1 Check Stock Information 30
4.3.2 Create Non-assigned Handling Units in Handling Unit Managed Storage Location 31
4.3.3 Create Physical Inventory Document and Perform Physical Inventory with Handling Units 33
4.3.4 Clear Differences from Physical Inventory Document 35
4.3.5 Analyze Physical Inventory Document 37
4.3.6 Delete Inventoried Status of Handling Units 38
4.3.7 Delete Physical Inventory Document 40
4.4 Inventory Management with Handling Units 41
4.4.1 Create Non-assigned Handling Units in Handling Unit Managed Storage Location 41
4.4.2 Transfer from Plant to Plant (Pick) 43
4.4.3 Transfer from Plant to Plant (Putaway) 45
4.4.4 Transfer from Storage Location to Storage Location (Pick) 46
4.4.5 Transfer from Storage Location to Storage Location (Putaway) 47
4.4.6 Use for Cost Center from Warehouse 49
4.4.7 Pick for Scrapping 50
4.4.8 Reverse Goods Movement 51
4.5 Discrete Manufacturing with Handling Units 53
4.5.1 Create Planned Handling Units 53
4.5.2 Create Handling Units 54

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Purpose © 2021 SAP SE or an SAP affiliate company. All rights reserved. 2
 4.5.3 Create Planned HUs with Reference to Sales Order 56
4.5.4 Create Production HUs with Reference to Sales Order 59
4.5.5 Create Planned HUs with Reference to Delivery 61
4.5.6 Create Production HUs with Reference to Delivery 64
4.5.7 Create Planned HUs with Reference to Stock Transfer Order 66
4.5.8 Create Production HUs with Reference to Stock Transfer Order 69
4.6 Repetitive Manufacturing with Handling Units 71
4.6.1 Create Planned HUs without Reference to Order 71
4.6.2 Create Planned Handling Units 73
4.6.3 Create Planned HUs with Reference to Delivery 74
4.6.4 Create Planned HUs with Reference to Stock Transfer Order 77

5 Appendix 80
5.1 Process Integration 80
5.1.1 Succeeding Processes 80

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Purpose © 2021 SAP SE or an SAP affiliate company. All rights reserved. 3
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 combina-
tion 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 availa-
ble.
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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Purpose © 2021 SAP SE or an SAP affiliate company. All rights reserved. 4
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.

2.1 System Access

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

2.2 Roles

Assign the following business roles to your individual test users. Alternatively, if available, you can create business roles using the following spaces with pages and predefined
apps for the SAP Fiori launchpad and assign the business roles to your individual test users.
These roles or spaces are examples provided by SAP. You can use them as templates to create your own roles or spaces.
For more information about business roles, refer to Assigning business roles to a user in the Administration Guide to Implementation of SAP S/4HANA with SAP Best Practices .

Name (Role) ID (Role) Name (Space) ID (Space) Log

On
Shipping Specialist SAP_BR_SHIPPING_SPECIALIST Shipping SAP_BR_SHIPPING_SPECIALIST

Warehouse Clerk SAP_BR_WAREHOUSE_CLERK Inventory Processing SAP_BR_WAREHOUSE_CLERK

Master Data Specialist - Business Part- SAP_BR_BUPA_MASTER_SPE- Master Data - Business Partners SAP_BR_BUPA_MASTER_SPE-
ner Data CIALIST CIALIST

Master Data Specialist - Handling Unit SAP_BR_HU_MASTER_SPECIAL- Master Data - Handling Units SAP_BR_HU_MASTER_SPECIAL-
Data IST IST

Master Data Specialist - Product Data SAP_BR_PRODMASTER_SPECIAL- Master Data - Products SAP_BR_PRODMASTER_SPECIAL-
IST IST

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Prerequisites © 2021 SAP SE or an SAP affiliate company. All rights reserved. 5
 Name (Role) ID (Role) Name (Space) ID (Space) Log
On
Inventory Manager SAP_BR_INVENTORY_MANAGER Inventory Management SAP_BR_INVENTORY_MANAGER

Configuration Expert - Business Pro- SAP_BR_BPC_EXPERT Business Process Configuration SAP_BR_BPC_EXPERT

cess Configuration

Purchaser SAP_BR_PURCHASER Purchasing SAP_BR_PURCHASER

Production Supervisor - Discrete Man- SAP_BR_PRODN_SUPERVI- Production Management - Discrete SAP_BR_PRODN_SUPERVI-

ufacturing SOR_DISC Manufacturing SOR_DISC

Production Operator - Discrete Manu- SAP_BR_PRODN_OPTR_DISC Production Operator - Discrete Man- SAP_BR_PRODN_OPTR_DISC
facturing ufacturing

Internal Sales Representative SAP_BR_INTERNAL_SALES_REP Internal Sales Representative SAP_BR_INTERNAL_SALES_REP

Production Supervisor - Repetitive SAP_BR_PRODN_SUPERVI- Production Management - Repetitive SAP_BR_PRODN_SUPERVI-

Manufacturing SOR_RPTV Manufacturing SOR_RPTV

Production Operator - Repetitive SAP_BR_PRODN_OPTR_RPTV Production Execution - Repetitive SAP_BR_PRODN_OPTR_RPTV

Manufacturing Manufacturing

Production Supervisor - Process Man- SAP_BR_PRODN_SUPERVI- Production Management - Process SAP_BR_PRODN_SUPERVI-

ufacturing SOR_PROC Manufacturing SOR_PROC

Production Operator - Process Manu- SAP_BR_PRODN_OPTR_PROC Production Execution - Process Man- SAP_BR_PRODN_OPTR_PROC
facturing ufacturing

Production Planner SAP_BR_PRODN_PLNR Production Planning SAP_BR_PRODN_PLNR

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.

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Prerequisites © 2021 SAP SE or an SAP affiliate company. All rights reserved. 6
 Master Value Details Comments
Material TG11 Trading Good for Reg. Trading (MRP plan- See Business Conditions and Preliminary Steps sections.
ning)

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

Material TG21 Trad.Good 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 Trad.Good 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.

Sold-To Party 17100003 Domestic US Customer 3 You can test the scope item using another domestic customer.
17100009 Domestic US Customer 9 17100009 is for customer material record and POD (Proof-of-Deliv-
ery).

Ship-To Party 17100003 Domestic US Customer 3

17100009 Domestic US Customer 9

Payer 17100003 Customer domestic 03

17100009 Domestic US Customer 9

Plant 1710 Plant 1 US

Storage Location 171A Std. storage 1

Storage Location 174A New StorageLoc.

Storage Location 171H HU Managed STL

Shipping Point 1710 Shipping Point 1710

Sales Organization 1710 Dom. Sales Org

Distribution Chan- 10 Direct Sales

nel

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 Master Value Details Comments
Division 00 Product Division 00

Purchasing Organi- 1710 Purch. Org. 1710

zation

Purchasing Group 001/002 Group 001/Group 002

Vendor 17300001 Domestic US Supplier 1

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

Trading Good for Regular Procurement (PD
planning)

For more information on creating master data objects, see the following Master Data Scripts (MDS) :
Table 1: Master Data Script Reference
Master Data ID Description
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:
● 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.

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 Scope Item Comment
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 Manufac- Go through Make-to-Stock Production - Repetitive Manufacturing.
turing

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

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): https://support.sap.com/con-
tent/dam/SAAP/Sol_Pack/Library/General/1I5_S4CLD1908_EN_XX.htm.

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2.5.2 Manage Packing Instruction

2.5.2.1 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 han-
dling 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 In-
struction: 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 instruction and press Enter.

4 Maintain the de- Enter the short text field for the description of Packing Instruction.
scription of Packing
Instruction

5 Enter Packaging Ma- Enter the packaging material number created in the last section in field Component of item 10.
terial

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 Test Test Step Name Instruction Expected Result Com-
Step # ments
The Item category P of item 10 means packaging materials. The first line is mandatory for every
packing instruction 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: General/Plant when creating the Packaging Material that you’re going to enter here. For de-
tails, refer to previous chapter Create Packaging Material.

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

and targe quantity Item category: M Material
Component: Material number to be packed, for example, TG11
Targe quantity: Quantity

7 Enter Check Profile In Admin.data Tab, enter 01 in the Check Profile field.
01 is the pre-delivered SAP Standard Profile.

8 Save Choose Save. A packing instruction is

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

2.5.2.2 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 characteristics, such as material and ship-to-party.

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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 - Han- The SAP Fiori launchpad displays.
dling 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,
Outbound Delivery make the 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 Se-
lect Choose.
For example, choose Material/Ship-to-Party.

5 Enter the Packing Instruction On the Create Ship. pack. inst: Fast Entry screen, enter the follow
Determination entries:
Material: <materil number>, for example, TG11
Ship-to-pt: 17100003
Packing instruction: <The Packing instruction number
noted in the last section>.

6 Save Choose Save. Packing Instruction Determination Record for

outbound delivery is created.

7 Enter Determination Type for Choose Back.

Inbound 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.

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 Test Test Step Name Instruction Expected Result Com-
Step # ments
8 Choose a Key Combination In the key combination window, choose a key combination, and se-
lect Choose.
For example, choose Material.

9 Enter the Packing Instruction On the Create In. del. pack. ins. (RCPT) : Fast Entry screen ,enter the
Determination follow entries:
● Material: <material number>, for example, TG0013
● Packing Instruction: <The Packing instruction num-
ber noted in the last section>

10 Save Choose Save. Packing Instruction Determination Record for

outbound delivery is created.

2.5.3 Create Outbound Delivery

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

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

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Purpose

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

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 The Create Outbound Delivery Without Or-
(VL01NO). der Reference screen displays.

3 Enter Key Data for Outbound On the Create Outbound Delivery Without Order Reference screen,
Delivery Creation make the following entries, and choose Enter:
● Shipping Point: 1710
● Delivery Type: LO
● Sales Organization: 1710
● Distribution Channel: 10
● Division: 00

4 Enter Delivery Details On the Delivery without Reference Create: Overview screen, make the
following entries:
● Ship-to Party: 17100003
● Planned GI: <Planned goods movement date>, for exam-
ple, <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.

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

Make a note of the delivery number: __________.

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2.5.4 Create Purchase Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 (ME21N). The Create Purchase Order Advanced screen displays with a list of
existing purchasing document items.

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

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

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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Supplier: 17300001
On the Org. Data tab:
Purchasing Org.: 1710
Purchasing Group: 001
Company Code: 1710
In the Items section:
Material: <Material Number>, for example
TG0013
Quantity: <Quantity>
Net Price: x
Plant: 1710
(Optional) Batch: batch number (for batch ma-
terial only).
In the Items section, choose Delivery Schedule:
Delivery date: <date in the future>
In the Items section, choose Confirmations: Conf.
Control > Inbound Delivery

2.5.5 Create Inbound Delivery

Test Administration

Customer project: Fill in the project-specific parts.

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Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 inbound delivery for packing.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail / Com-
Step # ment
1 Log On Log on to the SAP Fiori launchpad as a Receiving Spe-
cialist.

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

3 Create Inbound Make the following entries and press Enter:

Delivery Supplier : <enter your supplier>
Purchase Order: <the created purchase doc-
ument number>
Delivery Date: <the delivery selection
date>

4 Save Choose Save. The inbound delivery is created.

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

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2.5.6 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

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 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
● Application Area:Logistics Managementsection.
● Sub Application Area: Handling Unit Management

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

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

7 Change HU requirement setting Enter the field Partner storLoc and HU reumnt in the following line, and HU requirement setting was saved.
for Storage Location choose Save.
● Plant: 1710
● Storage Location: for example, 171H

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 Test Test Step Name Instruction Expected Result Com-
Step # ments
● Partner storLoc: 171A
● HU reqmnt:Checked

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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 ] 23 Shipping Specialist Change Outbound Delivery (VL02N) Packing for an outbound de-
livery is completed.

Execute Automatic Packing [page ] 25 Shipping Specialist Change Outbound Delivery (VL02N)

Execute Packing for Inbound Delivery

Execute Manual Packing [page ] 26 Receiving Specialist Change Inbound Delivery (VL32N)

Execute Automatic Packing [page ] 28 Receiving Specialist Change Inbound Delivery (VL32N)

Physical Inventory with Handling Units

Check Stock Information [page ] 30 Inventory Manager Display Stock Overview (MMBE)

Create Non-assigned Handling Units in Handling Unit Inventory Manager Create Non-Assigned Handling Units (HU02)
Managed Storage Location [page ] 31

Create Physical Inventory Document and Perform Physical Inventory Manager Create Inventory Documents - Handling Units
Inventory with Handling Units [page ] 33 (HUINV01)

Clear Differences from Physical Inventory Document Inventory Manager Clear Differences from Inventory Documents -
[page ] 35 Handling Units (HUINV05)

Analyze Physical Inventory Document [page ] 37 Inventory Manager Analyze Inventory Documents - Handling Units
(HUINV04)

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Overview Table © 2021 SAP SE or an SAP affiliate company. All rights reserved. 20
 Process Step Business Role App / Transaction Expected Results
Delete Inventoried Status of Handling Units [page ] 38 Inventory Manager Display Inventory Documents - Handling Units
(HUINV07)

Delete Physical Inventory Document [page ] 40 Inventory Manager Process Inventory Documents - Handling Units
(HUINV02)

Inventory Management with Handling Units

Create Non-assigned Handling Units in Handling Unit Inventory Manager Create Non-Assigned Handling Units (HU02)
Managed Storage Location [page ] 41

Transfer from Plant to Plant (Pick) [page ] 43 Inventory Manager Post Goods Movement - Handling Units
(VLMOVE)

Transfer from Plant to Plant (Putaway) [page ] 45 Inventory Manager Post Goods Movement - Handling Units
(VLMOVE)

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

Transfer from Storage Location to Storage Location (Puta- Inventory Manager Post Goods Movement - Handling Units
way) [page ] 47 (VLMOVE)

Use for Cost Center from Warehouse [page ] 49 Inventory Manager Post Goods Movement - Handling Units
(VLMOVE)

Pick for Scrapping [page ] 50 Inventory Manager Post Goods Movement - Handling Units
(VLMOVE)

Reverse Goods Movement [page ] 51 Inventory Manager Reverse Goods Movement - Handling Units
(HUCANC)

Discrete Manufacturing with Handling Units

Create Planned Handling Units [page ] 53 Production Supervisor - Dis- Create Planned Handling Units (COP1)
crete Manufacturing.

Create Handling Units [page ] 54 Production Supervisor - Dis- Create Handling Units (COP2).
crete Manufacturing.

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Overview Table © 2021 SAP SE or an SAP affiliate company. All rights reserved. 21
 Process Step Business Role App / Transaction Expected Results
Repetitive Manufacturing with Handling Units

Create Planned Handling Units [page ] 73 Production Supervisor - Re- Create Handling Units (MFP2)
petitive Manufacturing

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Overview Table © 2021 SAP SE or an SAP affiliate company. All rights reserved. 22
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 <X.XX> Tester Name Testing Date Enter a test 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.

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 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 Change Outbound Delivery (VL02N). The Change Outbound De-
livery screen displays.

3 Enter the Out- On the Change Outbound Delivery screen, enter the outbound delivery number and choose Enter.
bound 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. will be automatically generated. Select both line items of Ma-
terial 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 han-
dling units you require.
New HU per x HUs: If you want to pack a specific constant number of handling units into a higher-
level handling unit.
New HU per part. qty of matrl: If you are packing a delivery item completely, but want to distrib-
ute 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 Check General Choose General Overview in the header section to have a visualized hierarchy of all handling units.
Overview

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

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 24
4.1.2 Execute Automatic Packing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 materials 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.

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 Test Test Step Name Instruction Expected Result Com-
Step # ments
3 Enter the Out- On the Change Outbound Delivery screen, enter the out-
bound Delivery bound delivery number and choose Enter.
Number

4 Choose Packing In the header section, choose Pack.

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

6 Check General Choose General Overview in the header section to have a

Overview visualized hierarchy of all handling units.

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

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

4.2 Execute Packing for Inbound Delivery

4.2.1 Execute Manual Packing

Test Administration

Customer project: Fill in the project-specific parts.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 26
Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 dis-
plays.

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

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

4 Choose Packing In the header section, choose Pack.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 27
 Test Test Step Name Instruction Expected Result Com-
Step # ments
5 Select Packaging In the All Existing HUs (Available for Packing) section of the screen, enter a <Packaging Mate-
Materials rial> and 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 han-
dling units you require.
New HU per x HUs: If you want to pack a specific constant number of handling units into a higher-
level handling unit.
New HU per part. qty of matrl: If you are packing a delivery item completely, but want to distrib-
ute 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 Check General Choose General Overview in the header section to have a visualized hierarchy of all handling units.
Overview

7 Save Your In- Choose Save to save packing results and your inbound delivery. Packing results together
bound Delivery with the inbound delivery is
saved.

4.2.2 Execute Automatic Packing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 28
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
Delivery Number and choose Continue.
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 Au- Handling units were created automatically
Packing tomatic Packing. based on the packing instruction you main-
tained.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 29
 Test Test Step Name Instruction Expected Result Com-
Step # ments
6 Check General Choose General Overview in the header section to have a visualized hierarchy
Overview of all handling units.

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

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

4.3 Physical Inventory with Handling Units

4.3.1 Check Stock Information

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

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

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 30
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
● Material: TG11 screen displays.
● Plant: 1710
● Storage Location: 171H
Choose Execute.

4 Display Stock Infor- Make a note of the unrestricted use quantity of material TG11 under stor-
mation age location 171H: _____.

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

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)
Handling Unit Management (4MM_US) PUBLIC
Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 31
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 displays.

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

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

rial

4 Select Packaging Ma- In the All Existing HUs (Available for Packing) section of the screen, enter a Make a note of the Handling Unit number: _____.
terials Packaging 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 En-
Packed ter:
● Material: for example, TG11
● Partial Qty: for example, 5
● Total Quantity: for example, 20
● Plant: 1710
● Stor. Loc.: 171A
● Dest. Stor. Location: 171H

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 32
 Test Test Step Name Instruction Expected Result
Step #
6 Pack the Material Select both line items of Material and Handling Unit, then choose New HU Material is packed.
per part. qty 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
view of all handling units.

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

4.3.3 Create Physical Inventory Document and Perform Physical Inventory with Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 33
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 In-
ventory Documents screendisplays.

3 Select the material Make the following entries: The List of All Inventoriable Handling
Material: TG11 Units screen is shown.
Plant: 1710
Storage Location: 171H
HU with Cumulated Mat. Items: Checked
Choose Execute.

4 Create Physical In- In the selection screen, make sure to only select the HUs you have created in A message should appear that the phys-
ventory Document the prerequisite step. ical inventory document has been cre-
Choose Create physical inventory document. ated.
Make a note of the created physical in-
ventory 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 Inven-
tory Document screen displays.

7 Enter the inventory Enter the inventory document number and choose Execute. The Enter Count Results for Docs.screen
document number displays.

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 dis-
plays.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 34
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
10 Enter the actual in- Enter the actual physical quantity counted of material TG11 and choose Enter
ventory quantity and then 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

4.3.4 Clear Differences from Physical Inventory Document

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 clear the physical inventory documentation.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 35
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
(HUINV05). Documents screen displays.

3 Enter the Inventory Docu- Enter the inventory document number created in the previous step The Post Physical Inventory screen dis-
ment Number and choose Execute. plays.

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

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

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: 1710
● Storage Location: 171H
Choose Execute.

8 Display Stock Information Check the unrestricted use quantity of material TG11 under storage The unrestricted use quantity should
location 171H. have been updated accordingly.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 36
4.3.5 Analyze Physical Inventory Document

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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.

2 Access the App Open Analyze Inventory Documents - Handling Units (HUINV04). The Analysis of Phys. Inv. Docs
screen displays.

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

4 Check the Physical In- Choose All Items on the top of the screen.
ventory Document
Handling Unit Management (4MM_US) PUBLIC
Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 37
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Check the quantity in the HU and ensure that the quantity adjustments corre-
spond to the counts you have entered in the previous step.

4.3.6 Delete Inventoried Status of Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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.

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.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 38
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
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 Cre- The Display Inventory screen displays.
Document Number ate Physical Inventory Document and Perform Physical Inventory Make a note of the Handling Unit number(s) in the
with Handling Units. Inventory Unit: _____.
and choose Execute.

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 Docu-
ments screen displays.

6 Select the material Make the following entries: The purpose of this step is to reconfirm that the HUs
● Handling Unit: <Handling Unit number noted in are not available for another round of inventory.
step 3> If a message with No handling units found
● Plant: 1710 with the required criteria is shown,
that is correct.
● Storage Location: 171H
● 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 dis-
plays.

9 Enter the Handling Make the following entries: The Handling Units with Status Phys. Inventoried
Unit Number ● Handling Unit: <Handling Unit number noted in screen displays.
step 3>
● Plant: 1710
● Storage Location: 171H

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 39
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
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 de-
leted.

4.3.7 Delete Physical Inventory Document

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 40
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 The SAP Fiori launchpad displays.
Manager.

2 Access the App Open Process Inventory Documents - Handling Units The Process a Phys. Inventory Document
(HUINV02). screen 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 In the selection screen, choose the item you want to The physical inventory document has been
Document delete. deleted.
Choose Delete Document on the top of the screen and
choose Yes.

4.4 Inventory Management with Handling Units

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

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 41
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-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, 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
Packed Enter:
● Material: TG11
● Partial Qty: 5
● Total Quantity: 20
● Plant: 1710
● Stor. Loc.:171A
● Dest. Stor. Location: 171H

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 42
 Test Test Step Name Instruction Expected Result
Step #
6 Pack the material Select both line items of Material and Handling Unit, then choose New Material is packed.
HU per part. qty of matrl. Make a note of the Handling Unit numbers created:
_________.
Those HUs will be used in the test scenario below to per-
form inventory on.

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

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

4.4.2 Transfer from Plant to Plant (Pick)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 plant to plant (pick).

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 43
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
Materials screen displays.

3 Select the Plant and Han- Make the following entries: The Goods Movements for Handling Units and
dling Unit for Goods Move- ● Process: select Transfer from plant to plant Materials screen displays.
ment (pick)
● Plant: Enter a different plant than the plant you have created
the HUs in, for example, 1720
● Storage Location: Enter a storage location in the plant you
entered, for example, 172A
● Handling Units: Enter a Handling Unit you created in the pre-
vious step.
Choose Copy HU.
Intracompany stock transfer processes require business between
two plants within a company code.
It is necessary to set up a second plant structure for running
business in an additional plant code for domestic intracompany
business.

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

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 44
4.4.3 Transfer from Plant to Plant (Putaway)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 plant to plant (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 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 plant to plant alsscreen displays.
(putaway)
● Storage Location: Enter the storage location used in the
previous step, for example, 172A

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 45
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
● Handling Units: <a handling unit you used in
the previous step>
Choose Copy HU.

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

4.4.4 Transfer from Storage Location to Storage Location (Pick)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 (pick).

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 46
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
Materials screen displays.

3 Select the Data for Make the following entries: The Goods Movements for Handling Units and
Goods Movement ● Process: select Transfer from storage location to Materials screen displays.
storage location (pick)
● Storage Location: for example, 171A
● 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 Move- In the Handling Units section, select the Handling Unit you want to A message appears that Packaging data
ment move and choose Post Goods Movement. was saved. Material document was created.
Make a note of the created material document
number: __________

4.4.5 Transfer from Storage Location to Storage Location (Putaway)

Test Administration

Customer project: Fill in the project-specific parts.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 47
Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 Materi-
alsscreen 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 loca- alsscreen displays.
tion to storage location (putaway)
● Storage Location: Enter the storage location used in the
previous step, for example, 171A
● Handling Units: <a handling unit you created
in the previous step>
Choose Copy HU.

4 Post Goods Move- In the Handling Units section, select the Handling Unit you A message appears that Packaging data was
ment want to move and choose Post Goods Movement. saved. Material document was created.
Make a note of the created material document num-
ber: __________
Handling Unit Management (4MM_US) PUBLIC
Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 48
4.4.6 Use for Cost Center from Warehouse

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 use for cost center from warehouse.

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 Man- The SAP Fiori launchpad displays.
ager.

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

3 Select the Plant and Handling Make the following entries: The Goods Movements for Handling Units and
Unit for Goods Movement ● Process: select Use for cost center from Materials screen displays.
warehouse

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 49
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
● Handling Units: <a handling unit you cre-
ated in the previous step>
● Cost Center: For example, 17101101
Choose Copy HU.
Do not use the handling unit number you have created in
the previous steps.

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

4.4.7 Pick for Scrapping

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 pick for scrapping.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 50
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 Man- The SAP Fiori launchpad displays.
ager.

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

3 Select the Plant and Handling Make the following entries: The Goods Movements for Handling Units and Ma-
Unit for Goods Movement ● Process: select Pick for scrapping terialsscreen displays.
● Handling Units: <a handling unit you cre-
ated in the previous step>
Choose Copy HU.
Do not use the handling unit number you have used in the
previous steps.

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

4.4.8 Reverse Goods Movement

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Handling Unit Management (4MM_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 51
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 Make the following entries: A message appears that Material docu-
Document ● Material Document: <Material Document you noted ment was cancelled.
in the previous steps>
Choose Execute.

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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 <X.XX> Tester Name Testing Date Enter a test 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_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 53
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 Manufacturing.

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

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

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

4.5.2 Create Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

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

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 54
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.

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 Handling Units (COP2) The Pack End Products Without Reference to
Customer Reqmt screen displays.

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

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

5 Log Off Choose Sign out to logoff.

Handling Unit Management (4MM_US) PUBLIC

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

7 Access the App Open . The Stock Overview screen displays.

8 Enter material Make the following entries: The Stock Overview: Basic List screen displays.
● Material: SG21
● Plant: 1710
● Storage Location: 171B
Choose Execute.

9 Display Handling Unit Select the Storage Location: 171B and then open Handling Units The HU Monitor: Selected Handing Units
Information view by choosing More->Environment-> Handling Unit screen displays.
in Storage Location

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

4.5.3 Create Planned HUs with Reference to Sales Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

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

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 56
Purpose

This process step shows you how to create planned handling units with reference to sales order.
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 Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representative. The SAP Fiori launchpad displays.

2 Access the App Open Create Sales Scheduling Agreements (VAX1_VBTYP).

3 Enter Data On the Create Scheduling Agreements screen, make the following entries and choose
Continue:
● Sched. Agreemt Type: LK
● Sales Organization: 1710
● Distribution Channel: 10
● Division: 00

4 Enter Scheduling On the Create Sched. Agr. w/Rel: Overview screen, make the following entries
Agreement Details ● Sold-To Party: 17100001
● Ship-To Party: 17100001
● Customer Reference: Purchase scheduling agreement number from
customer
● Material Number: SG21
● Quantity : <Quantity>, for example, 10
● Customer Material Number: CUST - SG21

5 Save Document Choose Save.

Make a note of the scheduling agreement number: __________.

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 Test Test Step Name Instruction Expected Result Com-
Step # ments
If you have created a scheduling agreement with the same data in your system and you
use material SG21 and customer 17100001, the following warning may appear:
There is already a scheduling agreement with this same data.
To skip this warning, choose Enter.

6 Log On Choose Sign out and Log on to the SAP Fiori launchpad as Production Supervisor - Dis- The SAP Fiori launchpad displays.
crete Manufacturing.

7 Create and Release Create and release production order as the steps in 4.5.1 Plan End Product HUs without
Production Order Reference to sales requirement, and note down the Production Order Num-
ber._____________

8 Access the App Open Create Planned Handing Units. The Plan End Product HUs Without
Reference to Sales Requirement dis-
plays.

9 Choose Packing for Choose Packing for Sales Order. The Plan End Product HUs for Sales
Sales Order Order screen displays.

10 Enter Order num- Make the following entries and choose Enter:
ber Order: <Production Order Number from the previous step>

11 Enter Packing Data Make the following entries and choose Enter: The packing proposals iscreated with
● Sales Order: <Scheduling Agreement Number from the previous automatic packing.
step>
● Item : 10
● Plant: 1710
● Storage Loc : 171B
● To Be Picked: <Quantity> , For example, 20

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

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 58
4.5.4 Create Production HUs with Reference to Sales Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 production handling units with reference to sales order.
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 Com-

Step # ments
1 Log On Log on to the SAP Fiori launchpad as an Internal Sales Representative. The SAP Fiori launchpad displays.

2 Access the App Open Create Sales Scheduling Agreements (VAX1_VBTYP).

3 Enter Scheduling On the Create Scheduling Agreements screen, make the following entries and choose
Agreements Data Continue:
● Sched. Agreemt Type: LK
● Sales Organization: 1710

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 59
 Test Test Step Name Instruction Expected Result Com-
Step # ments
● Distribution Channel: 10
● Division: 00

4 Enter Scheduling On the Create Sched. Agr. w/Rel: Overview screen, make the following entries
Agreement Details ● Sold-To Party: 17100001
● Ship-To Party:17100001
● Customer Reference: Purchase scheduling agreement number from
customer
● Material Number: SG21
● Quantity : <Quantity>, for example, 10
● Customer Material Number: CUST - SG21

5 Save Document Choose Save.

Make a note of the scheduling agreement number: __________.
If you have created a scheduling agreement with the same data in your system and you
use material SG21 and customer 17100001, the following warning may appear:
There is already a scheduling agreement with this same data.
To skip this warning, choose Enter.

6 Log On Choose Sign out and Log on to the SAP Fiori launchpad as Production Supervisor - Dis- The SAP Fiori launchpad displays.
crete Manufacturing.

7 Create and Release Create and release production order as the steps in 4.5.1 Plan End Product HUs without
Production Order Reference to sales requirement, and note down the Production Order Num-
ber:_____________

8 Access the App Open Create Handing Units. The Pack End Products Without Refer-
ence to Customer Reqmt screen dis-
plays.

9 Choose Packing for Choose Packing for Sales Order. The Plan End Product HUs for Sales
Sales Order Order screen displays.

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 60
 Test Test Step Name Instruction Expected Result Com-
Step # ments
10 Enter Order num- Make the following entries and choose Enter:
ber Order: <Production Order Number from the previous step>

11 Enter Packing Data Make the following entries and choose Enter: The packing proposals iscreated with
● Sales Order: <Scheduling Agreement Number from the previous automatic packing.
step>
● Item : 10
● Plant: 1710
● Storage Loc : 171B
● To Be Picked: <Quantity> , For example, 20

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

4.5.5 Create Planned HUs with Reference to Delivery

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

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

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 61
Purpose

This process step shows you how to create planned handling units with reference to delivery.
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 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 With-
out Order Reference screen displays.

3 Enter Key Data for On the Create Outbound Delivery Without Order Reference screen, make the follow-
Outbound Delivery ing entries, and choose Enter:
Creation ● Shipping Point: 1710
● Delivery Type: LO
● Sales Organization: 1710
● Distribution Channel: 10
● Division: 00

4 Enter Delivery Details On the Delivery without Reference Create: Overview screen, make the following en-
tries:
● Ship-to Party: 17100003
● Material Number: SG21
● Deliv. Quantity: <Quantity> , For example, 10 PC
If any warning pop up comes, please ignore it.

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

Make a note of the delivery number: __________.

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 62
 Test Test Step Name Instruction Expected Result Com-
Step # ments
6 Log On Choose Sign out and Log on to the SAP Fiori launchpad as Production Supervisor - The SAP Fiori launchpad displays.
Discrete Manufacturing.

7 Create and Release Create and release production order as the steps in 4.5.1 Plan End Product HUs with-
Production Order out Reference to sales requirement, and note down the Production Order Num-
ber._____________

8 Access the App Open Create Planned Handing Units. The Plan End Product HUs Without
Reference to Sales Requirement dis-
plays.

9 Choose Pack for Deliv- Choose Pack for Delivery. The Plan HUs for End Products for
ery Delivery screen displays.

10 Enter Order number Make the following entries and choose Enter:
Order: <Production Order Number from the previous step>

11 Enter Packing Data Make the following entries and choose Enter The packing proposals iscreated with
● Delivery : <Delivery Number from the previous step> automatic packing.
● Item: 10
● Plant: 1710
● Storage Loc : 171B
● To Be Picked: <Quantity> , For example, 10 PC

12 Save the Handing Units Choose Create and save handling units. Handling units is generated accord-
ing to the HU proposals

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 63
4.5.6 Create Production HUs with Reference to Delivery

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 production handling units with reference to delivery.
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 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 With-
out Order Reference screen displays.

3 Enter Key Data for On the Create Outbound Delivery Without Order Reference screen, make the follow-
Outbound Delivery ing entries, and choose Enter:
Creation ● Shipping Point: 1710
● Delivery Type: LO
Handling Unit Management (4MM_US) PUBLIC
Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 64
 Test Test Step Name Instruction Expected Result Com-
Step # ments
● Sales Organization: 1710
● Distribution Channel: 10
● Division: 00

4 Enter Delivery Details On the Delivery without Reference Create: Overview screen, make the following en-
tries:
● Ship-to Party: 17100003
● Material Number: SG21
● Deliv. Quantity: <Quantity> , For example, 10 PC
If any warning pop up comes, please ignore it.

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

Make a note of the delivery number: __________.

6 Log On Choose Sign out and Log on to the SAP Fiori launchpad as Production Supervisor - The SAP Fiori launchpad displays.
Discrete Manufacturing.

7 Create and Release Create and release production order as the steps in 4.5.1 Plan End Product HUs with-
Production Order out Reference to sales requirement, and note down the Production Order Num-
ber._____________

8 Access the App Open Create Handing Units. The Pack End Products Without Ref-
erence to Customer Reqmt screen
displays.

9 Choose Pack for Deliv- Choose Pack for Delivery. The Pack End Product s for Delivery
ery screen displays.

10 Enter Order number Make the following entries and choose Enter:
Order: <Production Order Number from the previous step>

11 Enter Packing Data Make the following entries and choose Enter The packing proposals iscreated with
● Delivery : <Delivery Number from the previous step> automatic packing.
● Item: 10
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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 65
 Test Test Step Name Instruction Expected Result Com-
Step # ments
● Plant: 1710
● Storage Loc :171B
● To Be Picked: <Quantity> , For example, 10 PC

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

4.5.7 Create Planned HUs with Reference to Stock Transfer Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 reference to stock transfer order.
To proceed with packing, make sure you go through chapters under Preliminary Steps and already have a packing insctuction for material SG21 created.

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Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Purchaser. The Fiori launchpad is displayed.

2 Access the App Open Create Purchase Order (ME21N) Create Purchase Order screen dis-
plays.

3 Enter Purchase Or- Enter the following data:

der Document ● Order Type: UD (StockTranspOrderDel)
Type
Then choose Enter.
Intracompany stock transfer processes require business between two plants within a
company code.
It is necessary to set up a second plant structure for running business in an additional
plant code for domestic intracompany business.

4 Enter Purchase Or- Enter the following data: All data are entered, the item detail
der Data ● Supplying Plant: 1720 screen displays.
On the Org. Data tab:
● Purchasing Org.: 1710
● Purchasing Group: 001
● Company Code: 1710
In the area of Overview Item:
● Material: SG21
● Quantity: <Quantity> , For example, 10 PC
● Delivery Date: any date in the future
● Plant: 1710
● Storage Location: 171H
In the Confirmation tab in Item detail area:
● Conf.Control: Inbound Delivery

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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Then choose Enter.

5 Save Purchase Or- Choose Save and when the purchase order number is displayed. Write it down pur- A new purchase order is created.
der chase order number for further use._________________ Purchase order Number is dis-
played.

6 Log On Choose Sign out and Log on to the SAP Fiori launchpad as Production Supervisor - Dis- The SAP Fiori launchpad displays.
crete Manufacturing.

7 Create and Release Create and release production order as the steps in 4.5.1 Plan End Product HUs with-
Production Order out Reference to sales requirement, and note down the Production Order Num-
ber._____________

8 Access the App Open Create Planned Handing Units. The Plan End Product HUs Without
Reference to Sales Requirement dis-
plays.

9 Choose Packing for Choose Packing for Stock Transfer Order. The Plan Finished Product HUs for
Sales Order Ordering screen displays.

10 Enter Order num- Make the following entries and choose Enter:
ber Order: <Production Order Number from the previous step>

11 Enter Packing Data Make the following entries and choose Enter The packing proposals iscreated
● Purchasing Doc. : <purchase order number from the previous with automatic packing.
step>
● Plant: 1710
● Storage Loc : 171B
● To Be Picked: <Quantity> , For example, 10 PC

12 Save the Handing Choose Create and save handling units. Handling units is generated accord-
Units ing to the HU proposals

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 68
4.5.8 Create Production HUs with Reference to Stock Transfer Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 production handling units with reference to stock transfer order.
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 a Purchaser. The Fiori launchpad is displayed.

2 Access the App Open Create Purchase Order (ME21N) Create Purchase Order screen dis-
plays.

3 Enter Purchase Or- Enter the following data:

der Document ● Order Type: UD (StockTranspOrderDel)
Type
Then choose Enter.

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 69
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
4 Enter Purchase Or- Enter the following data: All data are entered, the item detail
der Data ● Supplying Plant: 1720 screen displays.
On the Org. Data tab:
● Purchasing Org.: 1710
● Purchasing Group: 001
● Company Code: 1710
In the area of Overview Item:
● Material: SG21
● Quantity: <Quantity> , For example, 10 PC
● Delivery Date: any date in the future
● Plant: 1710
● Storage Location: 171H
In the Confirmation tab in Item detail area:
● Conf.Control: Inbound Delivery
Then choose Enter.

5 Save Purchase Or- Choose Save and when the purchase order number is displayed. Write it down pur- A new purchase order is created.
der chase order number for further use.__________ Purchase order Number is displayed.

6 Log On Choose Sign out and Log on to the SAP Fiori launchpad as Production Supervisor - The SAP Fiori launchpad displays.
Discrete Manufacturing.

7 Create and Release Create and release production order as the steps in 4.5.1 Plan End Product HUs with-
Production Order out Reference to sales requirement, and note down the Production Order Num-
ber._____________

8 Access the App Open Create Handing Units. The Pack End Products Without Ref-
erence to Customer Reqmt screen
displays.

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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
9 Choose Packing for Choose Pack for Stock Transfer Order.
Sales Order

10 Enter Order Num- Make the following entries and choose Enter:
ber Order: <Production Order Number from the previous step>

11 Enter Packing Data Make the following entries and choose Enter The packing proposals iscreated with
● Purchasing Doc. : <purchase order number from the previous automatic packing.
step>
● Plant: 1710
● Storage Loc : 171B
● To Be Picked: <Quantity> , For example, 10 PC

12 Save the Handing Choose Save and the HUs are generated. Handling units is generated accord-
Units ing to the HU proposals

4.6 Repetitive Manufacturing with Handling Units

4.6.1 Create Planned HUs without Reference to Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

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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 without reference to order.
To proceed with packing, make sure you go through chapters under Preliminary Steps and already have a packing insctuction for material SG21 created.

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Production Supervisor - The Fiori launchpad is displayed.
Repetitive Manufacturing.

2 Access the App Open Create Planned Handling Units - Reference to Deliveries The Plan End Product HUs Without Reference to Sales
(COP13). Requirement displays.

3 Enter order num- Make the following entries and choose Enter: The packing proposals iscreated with automatic pack-
ber ● Material : SG21 ing.
● Plant: 1710
● Storage Loc : 171A
● To Be Picked: <Quantity> , For example, 20 PC

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

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4.6.2 Create Planned Handling Units

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 Prelimi-
nary 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_US) PUBLIC

Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 73
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
1 Log On Log on to the SAP Fiori launchpad as Production Supervisor - Re- The SAP Fiori launchpad displays.
petitive 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
Sales Order displays.

4 Enter order number Make the following entries and choose Enter: The packing proposals is created with automatic
● Sales Order: <Sales Order Number from the packing.
previous prerequisite step>
● Item : 10
● Plant: 1710
● Storage Loc : 171A
● To Be Picked: <Quantity> , For example, 20

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

4.6.3 Create Planned HUs with Reference to Delivery

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

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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 reference to delivery.
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 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 The Create Outbound Delivery Without Order
(VL01NO). Reference screen displays.

3 Enter Key Data for Out- On the Create Outbound Delivery Without Order Reference screen,
bound Delivery Creation make the following entries, and choose Enter:
● Shipping Point: 1710
● Delivery Type: LO
● Sales Organization: 1710
● Distribution Channel: 10
● Division: 00

4 Enter Delivery Details On the Delivery without Reference Create: Overview screen, make
the following entries:
● Ship-to Party: 17100003
● Material Number: SG21

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 Test Test Step Name Instruction Expected Result Com-
Step # ments
● Deliv. Quantity: <Quantity> , For example, 10 PC
If any warning pop up comes, please ignore it.

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

Make a note of the delivery number: __________.

6 Log On Choose Sign out and Log on to the SAP Fiori launchpad as Produc- The SAP Fiori launchpad displays.
tion Supervisor - Repetitive Manufacturing.

7 Access the App Open Create Planned Handling Units (COP1) The Plan End Product HUs Without Reference
to Sales Requirement displays.

8 Choose Packing for Sales Or- Choose Packing for Delivery The Repetitive Manufacturing : Create Planned
der HUs for Delivery screen displays.

9 Enter Packing Data Make the following entries and choose Enter The packing proposals iscreated with automatic
● Delivery : <Delivery Number from the previous packing.
step>
● Item : 10
● Plant: 1710
● Storage Loc : 171A
● To Be Picked: <Quantity> , For example, 10 PC

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

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 76
4.6.4 Create Planned HUs with Reference to Stock Transfer Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test 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 reference to stock transfer order.
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 a Purchaser. The Fiori launchpad is displayed.

2 Access the App Open Create Purchase Order (ME21N). Create Purchase Order screen dis-
plays.

3 Enter Purchase Or- Enter the following data:

der Document Type ● Order Type: UD (StockTranspOrderDel)
Then choose Enter.

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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Intracompany stock transfer processes require business between two plants
within a company code.
It is necessary to set up a second plant structure for running business in an addi-
tional plant code for domestic intracompany business.

4 Enter Purchase Or- Enter the following data: All data are entered, the item detail
der Data ● Supplying Plant: 1720 screen displays.
On the Org. Data tab:
● Purchasing Org.: 1710
● Purchasing Group: 001
● Company Code: 1710
In the area of Overview Item:
● Material: SG21
● Quantity: <Quantity> , For example, 10 PC
● Delivery Date: any date in the future
● Plant: 1710
● Storage Location: 171H
In the Confirmation tab in Item detail area:
● Conf.Control: Inbound Delivery
Then choose Enter.

5 Save Purchase Or- Choose Save and when the purchase order number is displayed. Write it down A new purchase order is created. Pur-
der purchase order number for further use.________________________ chase order Number is displayed.

6 Log On Choose Sign out and Log on to the SAP Fiori launchpad as Production Supervisor - The SAP Fiori launchpad displays.
Repetitive Manufacturing.

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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
7 Access the App Open Create Planned Handling Units (COP1). The Plan End Product HUs Without
Reference to Sales Requirement dis-
plays.

8 Choose Packing for Choose Packing for Stock Transfer Order. The Plan Finished Product HUs for Or-
Sales Order dering screen displays.

9 Enter Delivery Make the following entries and choose Enter The packing proposals iscreated with
● Purchasing Doc. : <purchase order number from the previous automatic packing.
step>
● Item: 10
● Plant: 1710
● Storage Loc : 171H
● To Be Picked: <Quantity> , For example, 10 PC

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

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Test Procedures © 2021 SAP SE or an SAP affiliate company. All rights reserved. 79
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.

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Appendix © 2021 SAP SE or an SAP affiliate company. All rights reserved. 80
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.

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 INCLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, 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 documentation.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system.
E XAM PL E Keys on the keyboard, for example, F2 or E NTE R .

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Appendix © 2021 SAP SE or an SAP affiliate company. All rights reserved. 81
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