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SCM660
Handling Unit Management
SAP ERP - Procurement and Logistics Execution

Date
Training Center
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Education Website

Participant Handbook
Course Version: 98
Course Duration: 2 Day(s)
Material Number: 50124765

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Copyright

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About This Handbook

This handbook is intended to complement the instructor-led presentation of this
course, and serve as a source of reference. It is not suitable for self-study.

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About This Handbook SCM660

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Contents
Course Overview .......................................................... ix
Course Goals ........................................................... ix
Course Objectives ..................................................... ix

Unit 1: Basics of Handling Unit Management ....................... 1

Introduction to Handling Unit Management..........................2

Unit 2: Packing as a Basic Function of Handling Unit

Management............................................................... 25
The Packing Dialog ................................................... 26
Packing Instructions .................................................. 40

Unit 3: Procurement Processes with Handling Units............ 55

Handling Units in External Procurement ........................... 56
Handling Units in Internal Procurement ............................ 70

Unit 4: Sales and Distribution Processes with Handling Units 85

Handling Units in the Outbound Delivery Process................ 86

Unit 5: Handling Unit Management in Quality Assurance ..... 105

Quality Assurance Procedures .....................................106

Index ....................................................................... 117

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Contents SCM660

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Course Overview
The course gives an overview of the range of functions available in Handling Unit
Management. It introduces to Customizing for Handling Unit Management and
outlines its use in procurement and sales processes.

Target Audience
This course is intended for the following audiences:

• Members of the project team

• Consultants

Course Prerequisites
Required Knowledge
• Good working knowledge of Procurement and Logistics Execution in SAP
ERP

Course Goals
This course will prepare you to:

• Understand the basic functions in Handling Unit Management

• Make essential Customizing settings to use Handling Unit Management

Course Objectives
After completing this course, you will be able to:

• Describe the range of functions available in Handling Unit Management

• Make basic Customizing settings to use Handling Unit Management
• Illustrate subprocesses involving handling units in procurement, sales and
Logistics Execution

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Course Overview SCM660

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Unit 1
Basics of Handling Unit Management

Unit Overview
This unit introduces to the concept of Handling Unit Management. It explains the
use of the Handling Unit Monitor to display and process handling units. The
unit then outlines the required Customizing settings for Inventory Management
and handling unit identification.

Unit Objectives
After completing this unit, you will be able to:
• Use the Handling Unit Monitor to call up detailed information on handling
units
• Make basic Customizing settings for Handling Unit Management

Unit Contents
Lesson: Introduction to Handling Unit Management ..........................2
Exercise 1: Basic Customizing Settings .................................. 17

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Unit 1: Basics of Handling Unit Management SCM660

Lesson: Introduction to Handling Unit Management

Lesson Overview
This lesson provides an overview of the basic functions of Handling Unit
Management in SAP systems. The main focus is on the main settings for Inventory
Management and handling unit identification.

Lesson Objectives
After completing this lesson, you will be able to:
• Use the Handling Unit Monitor to call up detailed information on handling
units
• Make basic Customizing settings for Handling Unit Management

Business Example
IDES AG produces and sells pumps and their components. The company stores
and distributes the components to various locations. As a Logistic Manager, you
want to use handling units to procure and distribute products.

Definition and Business Background

A handling unit (HU) is a logistic unit consisting of packaging materials and
goods. Handling units have one identification number that uniquely identifies the
handling unit across processes.

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SCM660 Lesson: Introduction to Handling Unit Management

Figure 1: Definition

In Handling Unit Management, various packaging materials, containers, and load

carriers, for example, carton, shrink wrapping film, pallet, container and truck,
can be packaged. Using a handling unit in a cross-system logistics chain usually
requires an identification number that is unique worldwide. You therefore have
the option of assigning a “Serial Shipping Container Code” (SSCC) number to
each handling unit. In many cases, Logistics within a company does not move
individual pieces of different materials, but material quantities grouped together
as packages. You can depict this situation in the SAP System using Handling
Unit Management. After you create a handling unit, you can access and use all
related information in all the subsequent processes. You can use handling units
and can pass them to partners throughout the supply chain. You can also change
them where required.
Handling Unit Management thus enables you to simplify the technical aspect of
processing within logistics processes. You achieve this by creating a unit from
material and packaging that represents the actual “package”. It is now possible to
perform various material movements using this unit. You can always uniquely

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Unit 1: Basics of Handling Unit Management SCM660

identify this unit by a number assigned according to specific rules. You can call
comprehensive information on the contents and packaging in every process step.
This ensures that you can always see what is going on with the handling unit.

Note: In SAP R/3 4.6C, the term “shipping unit” has been replaced by
“handling unit”. Even if you do not use Handling Unit Management as
a complete solution, “handling units” are created during packing in the
delivery process. These handling units have a reduced function range,
similar to the old shipping unit. The previous term “shipping material”
has been renamed “packaging material”, in order to provide consistent
terminology for SAP R/3 4.6C.

Figure 2: Process Overview

The handling unit identification number enables you to perform goods movements
without entering a material or quantity.
You can access the “history” of a handling unit using the Handling Unit Monitor,
or from the detail screen of the handling unit. This “history” is a cross-process,
chronological documentation that describes the steps that created the handling
unit, and the movements that were carried out using the handling unit. The number
combinations displayed under Object key refer the end user to the corresponding
documents. You can directly switch to these documents from the display by
double clicking on the relevant line.

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SCM660 Lesson: Introduction to Handling Unit Management

Figure 3: Cross-Process Documentation

All documents affected by the handling unit are shown at the highest level. These
can be:
• Inbound and outbound deliveries
• Material documents
• Work orders
• Transfer orders
You can follow the sequence of all postings in the history of a handling unit and
in the related documents displayed there in chronological order. You can use the
document flow to access further information on the deliveries involved, such as
sales orders, transfer orders, or split deliveries.

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Unit 1: Basics of Handling Unit Management SCM660

Figure 4: Header Data

All header data of a handling unit are contained in table VEKP.

Figure 5: Item Data

All item data of a handling unit are contained in table VEPO.

The Handling Unit Monitor is a tool that displays and processes handling units.
When you first access this function, which is called using the transaction code
HUMO, the system initially offers several criteria for restricting the search. You
can also display handling units that already exist in the system.

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SCM660 Lesson: Introduction to Handling Unit Management

Figure 6: Handling Unit Monitor: Search Function

When you search for a handling unit item, you can choose to display either the
first or the highest handling unit in the packing hierarchy. The search generally
results in a list display. You can find essential information for the handling unit in
this display. From this list, you can call the selected handling unit to display or
edit it. You can also delete the handling unit.

Figure 7: Handling Unit Monitor: List Display

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Unit 1: Basics of Handling Unit Management SCM660

Following are the options available in the list display of the Handling Unit
Monitor:
• Display/Edit handling unit contents and hierarchy
• Delete handling units
• Transfer postings to unrestricted-use, quality inspection, or blocked stock, or
to another storage location
• Display the history of a handling unit
From the display in the Handling Unit Monitor, you can perform transfer postings
and can access information about the origin of the selected handling unit.

Figure 8: Handling Unit Monitor: Examples

The packing object, a two-character numeric key, indicates the document type to
which a handling unit has been assigned. As a result, the packing object is always
linked to an object key that is based on the number of the actual document. This
combination produces a unique reference.

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SCM660 Lesson: Introduction to Handling Unit Management

Figure 9: Object Reference of the Handling Unit

The following handling unit object references are defined in an SAP system:
01: HU assigned to an outbound delivery
02: planned HU (packing proposal in sales order)
03: HU assigned to an inbound delivery, goods receipt not yet posted
04: HU assigned to a shipment
07: HU for packing end products in repetitive manufacturing, goods receipt not
yet posted
08: HU for materials staging for a work order
09: HU for packing in discrete or process manufacturing, goods receipt not yet
posted
12: HU created in a goods receipt process (goods receipt posted); “non-assigned
HU”

Handling Units in Inventory Management

Handling Unit Management requires at least two storage locations – one handling
unit-managed, and one non-handling unit managed, otherwise known as the
partner storage location. Both storage locations are assigned to each other using
a Customizing table. This construction is necessary in order to map packing of
unpacked goods and unpacking of packed goods – technically a transfer from one
storage location to another. Handling units, or packed stocks, are always inventory
managed in handling unit storage locations. Unpacked stocks are inventory
managed in non-handling unit storage locations (as normal). When you create a
non-assigned handling unit, one created without an object reference, this results

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Unit 1: Basics of Handling Unit Management SCM660

in a material document that documents this transfer posting transaction. You can
now call all inventory management-relevant data, such as stock category, special
stock relevance at handling unit level.

• The handling unit is the inventory management object.

• All stocks in handling unit storage locations are packed.
• Handling units are inventory managed in a separate storage location.
When changing handling units, unpacked and not-packed stocks are posted to
non-handling unit-managed storage locations in transfer postings. Packed stocks
are transferred to handling unit-managed storage locations.

Figure 10: Pack and Unpack: Transfer Posting Transactions

If unpacked material is packed, or if handling units are unpacked, transfer postings

are made from the non-handling unit-managed partner storage location to the
handling unit storage location or vice versa.

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