MATERIALS STAGING AND TRACKING Session 3605 Gary Zien Bayer Corporation Pittsburgh PA.

Bayer Bayer Chemicals Bayer CropScience Bayer Healthcare Bayer Polymers Bayer Corporation and Business Services

MATERIALS STAGING AND TRACKING Staging is a process by which the storeroom places material in designated area/location for Work Orders that are identified/planned, scheduled and executed. The same requests are possible for project material in combination with a WBS element or a network. Notification to stage materials is generated by either a purchase order or an Work Order pick list.

The process to stage materials and release to a job or project at a specified warehouse is decided by the plant maintenance and project engineer. It will then be the responsibility of the warehouse personnel to physically and electronically manage the staged material in the staging application. The staging application uses an ABAP program developed by an internal resource. MATERIALS STAGING AND TRACKING

Certain information should be available to Stores whenever material is requested for staging: Requestor Information (Name) Where the material is going to be staged PO number, Work Order number, or project numbers (as applicable) Material Master numbers, descriptions, and quantities required (and storeroom location if STOCK) The vision in this activity is to have the right parts at the right place at the right time.

MATERIALS STAGING AND TRACKING Business Requirements Ability to strategically stage material Ability to assign bin location to received material (assign by WBS#, PO#, or Work Order) Ability to release staged material for delivery (Delivery ticket generation) Ability to keep Work Orders from being completed/closed if material is staged.

STAGING PROCESS

MATERIALS STAGING AND TRACKING SAP Staging

Click to add text Click to add title Communicate to Warehouse/Stores the material is to be staged.

Click to add text Click to add title Menu Path to Staging Or it can be one of your favorites.

Click to add text Click to add title Option for warehouseman to do goods issue or receipt Select this button for Staging

Click to add text Click to add title Enter the Order Number. Then select the Stage Items Button

Click to add text Click to add title Materials default in from the work order Select this button to stage all items.

Click to add text Click to add title All the items are highlighted. Quantity to be staged defaults

Click to add text Click to add title Enter a storage bin where the material is to be staged. Then select save.

Click to add text Click to add title A message appears confirming the update Select Continue

Click to add text Click to add title Quantity Staged is updated.

Click to add text Click to add title To display, enter the order and select the display button

Click to add text Click to add title Information about the staged material for this work order is displayed.

Click to add text Click to add title To see another staging status report select the reports button.

Click to add text Click to add title Enter a Plant View report by selected criteria. Then select execute.

Click to add text Click to add title A shortage report is displayed. Green light indicates all material staged complete for the order. Red light indicates there is a shortage. Select these buttons to expand and view the materials.

Click to add text Click to add title The screen expands to view the materials for each order. Scroll to the right for more detail.

Click to add text Click to add title More staged material information is displayed. Scroll more to the right.

Click to add text Click to add title Quantity status’ are displayed. This report can also be printed.

Click to add text Click to add title Click on the order to display.

Click to add text Click to add title Select the back arrow to return to staging.

Click to add text Click to add title To request the staged materials enter the order number. Then select the request button.

Click to add text Click to add title Complete these fields. Then select this button to request all items.

Click to add text Click to add title All the items are highlighted. Requested Qty. defaults. Select save to complete the request.

Click to add text Click to add title Update information message appears. Select Continue.

Click to add text Click to add title Message asks to print a pick list. Select here to continue.

Click to add text Click to add title In this example we have to select a printer. In production the designate printer for stores staging will default. Select continue to print the pick list.

Click to add text Click to add title Information message sending the pick list to the printer. Select Continue.

Click to add text Click to add title A unique document number is generated for this request. A pick list for this request then prints at the warehouse.

Click to add text Click to add title After the material is physically released from staging, the pick list number is enter to electronically release. This step completed by the warehouse personnel. Select the materials release button.

Click to add text Click to add title Select all to release.

Click to add text Click to add title All the items are highlighted. Select save to release the material.

Click to add text Click to add title Information confirming the release. Select here to continue.

Click to add text Click to add title Qty. Released now updated.

Click to add text Click to add title To view the update after the release, enter the order and select display.

Click to add text Click to add title Note the quantity has been released. To check document and release status, click here.

Click to add text Click to add title The order defaults. Select Continue.

Click to add text Click to add title Document information on who requested and who release the material in the system is displayed.

Click to add text Click to add title For maintenance of the system to purge old data click here.

Click to add text Click to add title Enter the plant. Other searches are optional. Select Execute.

Click to add text Click to add title All staging information related to the order is displayed. More data available by scrolling right.

Click to add text Click to add title Other related information displayed.

Click to add text Click to add title To select the entries to be deleted highlight the lines. Then select delete.

Click to add text Click to add title Information message confirms the items are deleted. Select Continue.

Click to add text Click to add title Returned to the initial staging screen.

Click to add text Click to add title If materials remain in staging and the planner wants to TECO the Work Order…….

Click to add text Click to add title A pop-up message appears warning there are open quantities remaining in staging. The planner should contact stores to determine the disposition of the staged materials not used. Select Continue

Click to add text Click to add title We will not prevent the order from being TECO’D. We will rely on the planner to work with stores to determine the disposition of the staged material.

Click to add text Click to add title This functionality also available for Project Systems. Initial entry into the system is via a Purchase Order. After the Goods Receipt and entry into staging from the Purchase Order, material staged can be displayed and requested either by the WBS element or the Network.

Thank you for attending! Please remember to complete and return your evaluation form following this session. Session Code: 3605