Courses / Module 1 / Planning

Materials and Reservations

Module 1 Est. 3 h · estimate · draft

Lesson 5 of 9Process step: PlanningAudience: Mechanical + I&EPrerequisites: Lesson 4Draft · unverified

You'll be able to

Explain how stock and non-stock components are procured
Issue and return order materials with the correct movement types

Why it matters in the plant

Missing parts are a common reason scheduled work doesn't happen. The call horizon and reservations exist to prevent that.

In this lesson

Assign components and release the order IW32MMBEME51N
Issue and return materials MIGO

Common mistakes

Confirming the order before returning unused parts: the 262 return may be blocked (KBA 3513948) Unverified. Return parts before confirmation.
Setting a call horizon too short for parts with long lead times [S9][S12].

Steps and transactions

Each step pairs the planning work with the transactions you'll use. Codes link to the reference.

1Assign components and release the order

Assigning stock components to an operation creates reservations. Non-stock items or outside services create purchase requisitions (PRs). The non-stock PR detail comes from a search summary of [S12] Unverified. After approval and preparation, release the order.

Craft notes

Mechanical: seal, gaskets, bearings, lubricant (illustrative). I&E: calibration equipment and replacement parts (illustrative).

Sources [S12] SAP Learning, Planning Material and Services; [S13] SAP Learning, Planning, Approval and Preparation

2Issue and return materials

Issue material to the order in MIGO with movement type 261. A planned goods issue against the order reservation gets 261 automatically. Return unused parts with 262 by posting a Return Delivery against the original goods issue Unverified. Note: KBA 3513948 says 262 can be blocked (message M7130) after an order is confirmed. The KBA refers to a PP order, and its PM applicability is not confirmed Unverified. SAP Learning's 261 page uses a production order as its example Unverified.

Craft notes

Same for both crafts.

Sources SAP Learning, Posting a Goods Issue with Reference (261); KBA 1962261 plus SAP Community (262, seen in search); KBA 3513948; all per reference-library.md §5. Also [S14] Oxmaint (secondary)

Templates for this lesson

Templates coming.

Downloadable task list / plan templates for this lesson will appear here. [Owner to supply]

Check your understanding

Questions and answer key

Which movement type issues stock to an order?
What does a non-stock item or outside service create?
What does assigning a stock component create?

Answer key

261 (SAP Learning, per reference-library.md) Unverified
A purchase requisition [S12]
A reservation [S12]

Interactive scoring and certificate tracking come with student accounts (see the dashboard preview).

Discussion

Discussion is coming.

Questions and answers from other planners will appear here once student accounts exist. Moderation approach: [TBD by owner].