I would like to change the Unit Of Measurement. Does anyone know the exact steps that must be followed? Are there any negative impacts to be aware of?
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1. Adapted from response by terry_askew on Monday, March 31, 2003
You first must know the relationship of the two units of measure. This will determine the accuracy of inventory and pricing. Then you will need to know if there are transactions and inventory against the material in question. If so, you will not be able to change the Base UOM until nothing is pending against the material.
2. Adapted from response by Gill, Martin On Monday, March 31, 2003
Jeff Tually posted an excellent procedure to the old SAP-R3-LOG group on Monday, September 30, 2002 that should answer all of your queries. Here it is for your convenience.
Here is an outline of what needs to be checked.
1. Production Data: If it is a finished good or a component of a BOM, then remove BOM, remove assignment to Routing/Master Recipe, delete production versions. Delete any process/production orders or complete then and set status to TECO.
2. Purchasing: the deletion flag must be set in all current and old purchase orders and purchase info recs. Delete entries in source lists, contracts and outline agreements.
3. QM: Make UD on outstanding inspection lots.
4. Planning Data: Delete any forecasts or planned independent requirements or SOP/Flexible planning plans.
5. Sales: Cancel or complete the process for any sales documents (eg orders, deliveries). Remove or disable pricing records.
6. Warehouse Management: Cancel or complete transfer orders, transfer requirements, posting change notices. Ensure that no negative bin stock exists that cannot otherwise be balanced by other positive bin stocks.
7. Physical Inventory: Delete old, obsolete (but still active) physical inventory documents. Post Count, Adjust and close documents, or delete item from active documents.
8. Record previous period stock for the plant (MM03-Accounting). If non-zero then record details by batch and storage location (table MCHBH if using release > 4.0a?).
9. You must remove previous period stock - the previous period in both MM and GL may need to be reopened (or wait until month-end processing when both previous and current periods are open simultaneously). To remove you need to use a transaction such as MI10 or MB1C and use a posting date of the previous period.
10. You must remove any remaining current period stock.
11. Planning Data (cont'd): delete all planned orders. Delete MRP List if any (check with MD05).
12. Costing: Delete any cost estimates.
13. Legacy Systems / Interfaces: Check what impact the change will have.
14. Material Master preparation:
* Ensure no alternative unit of measures are being used on the sales / purchasing / work scheduling / plant storage 1 views.
* Remove all alternative UoMs from "Extras"
15. CHANGE THE BASE UNIT OF MEASURE. If any errors, then check above steps again.
16. Material Master:
* Modify Planned Price 1, standard cost and/or moving average price on costing and accounting views.
* Modify any unit-related fields eg gross/net weights, MRP lot sizes / safety stock
* Re-create any alternative units of measure and re-assign to correct material master views.
17. Recovery: If you need any of the orders or master data deleted in any of the above steps, then now is the time.
18. Re-enter stock. Do not attempt to add back into previous period especially if using moving average price control (V) - do not back-date.