PLANT & COMPANY CODE RELATED CONFIGURATIONAL STEPS
Please follow the following steps relating to NEW PLANT in all module.
Steps needs to be configured: -
1. New Plant to be created (Copy the new plant from the existing Plant) – (OX10)
Configuration
2. (OX14) Define Valuation Area (*Tick one only- Once your system Go live, no
more changes). Most company take the SAP recommended choice - Value
Material Stock at Plant Level Value Material Stock at Plant or Company Level.
a) If you valuate material stocks at plant level, the plant is the valuation area.
b) If you valuate material stocks at company code level, the company code is
the valuation area.
c) The decision you make applies to the whole client.
3. (OVXB) Create/Change/View Division.
4. (OB38) Assign company code to Credit Control Area.
IMG Menu Path: SPRO > IMG > Enterprise Structure >
Assignment > Financial Accounting > Assign company code to
credit control area.
5. (OMJ7) Assign business area to Plant/Valuation area and division.
e.g. Plant Px1 – Business Area Bx1
Business Area Bx2
Assign Valuation Area to the Business Area
e.g. Valuation area Vx1 – Business Area Bx1
Business Area Bx2
6. (OMS0) Assign Factory Calendar to the Plant and Business Area
The plant plays an important role in the following areas:
Material Valuation - If the valuation level is the plant, the material stocks are
valuated at plant level. Each plant can have its own material prices and account
determination.
Inventory Management - The material stocks are managed within a plant.
MRP - Material requirements are planned for each plant. Each plant has its own
MRP data. Analyses for materials planning can be made across plants.
Production - Each plant having they own production/planning.
Costing - In costing, valuation prices are defined only within a plant.
Plant Maintenance - If a plant performs plant maintenance planning tasks, it is
defined as a maintenance planning plant. A maintenance planning plant can
also carry out planning tasks for other plants (maintenance plants).
If you want to use the application PP (production planning) or product costing and
job-order costing, you must set valuation at plant level.
The valuation level that you choose affects
The maintenance of material master records
The G/L accounts in which material stocks are managed
The G/L accounts to which transactions are posted in Materials Management
Effect on the maintenance of material master records:
Depending on the valuation level chosen,
You maintain accounting data in the material master record for each plant or
for each company code
You define a valuation price for the material in each plant or in each company
code
Effect on G/L accounts:
If material stocks are valuated at company code level, all plant stocks of a material are
managed in a joint stock account for each company code.
If material stocks are valuated at plant level, you can manage the material stocks for
each plant in different accounts. For each plant, you can define a separate
determination.
If several plants are to use account determination, you can group these plants in
"Valuation and Account Assignment" Customizing
7. Create Plant as Location – Configuration.
8. Define Shipping Point- Configuration.
9. Transport Planning Point Description to be changed – Configuration.
10. Create a new Profit Center – Master Data.
11. Create a new Cost Center – Master Data.
12. Cost Center allocation to Shipment Cost – OKB9 – Configuration.
13. Assign New Plant to Sales Organization & Division – Configuration.
14. Update all the GLs related to the new Plant. Default assignment to a Profit Center
- 3KEI – Configuration.
15. Update Table J_1IT030K_V for Indian Tax Account Determination. –
Configuration.
16. Account Assignment Category – VKOA – Assign GL Accounts to Sales
Organization/Account Assignment Category/Account Assignment/Plant/Acct Key
– Configuration.
17. Maintain Excise Registration for New Plant- Configuration.
18. Maintain Plant settings for New Plant- Configuration.
19. Maintain Excise Group for New Plant- Configuration.
20. Define GL Accounts for taxes – Configuration.
21. Specify GL account for Excise Transaction - Configuration.
22. Create all Inbound and Outbound Routes for new Plant – Configuration.
23. Assign new plant to company code.
* [Please note that the above steps are for new plant by copying the existing plant and
modification. If you define a new plant without copying the existing plant lot of steps are
involved]
STEPS TO ASSIGN A PLANT TO A COMPANY CODE (OX18)
IMG Menu Path: SPRO > IMG > Enterprise Structure > Assignment > Logistics –
General > Assign Plant to Company Code.
1. Click on New Entries.
2. Update Company code in (cocd) field, and update plant code in plant field.
3. Click on Save button.
STEPS TO CREATE A COMPANY CODE & ASSIGN COMPANY CODE
Creating Company Code is a 2 Step process
1) Create Company Code. Define Company by OX15
2) Assign Company Code to Company.
Define Company Code
Step 1) Enter Transaction code SPRO in the command field.
Step 2) In the next screen Select SAP reference IMG.
Step 3) In next screen Display IMG follow the menu path.
SAP Customizing Implementation Guide -> Enterprise Structure ->Definition->Financial
Accounting->Edit, Copy, Delete, Check Company Code.
Transaction Code: OX02
Database Table: T880
Step 4) In the next screen, select activity - Edit Company Code Data
In the Change View Company code screen
Step 5) Select New Entries
Step 6) In the Next Screen Enter the Following Details
1. Enter your Unique Company Code Number.
2. Enter Company Name.
3. In the Additional Data Section Enter City.
4. Enter Country for the Company.
5. Enter Local Currency.
6. Enter Default Language.
Step 7) Click Address Details button on same screen
Step 8) Enter Address Details for the Company this will appear in print forms
1. In the Name Section Enter Title and Company Name.
2. In the Search Term Section Enter Search term 1 and 2.
3. In the Street Address section enter street, postal code, city, country.
4. In the P O Box Address Section Enter PO Box and Postal Code.
5. In Communication Section Enter appropriate details.
Step 9) After Completing this information Press Save and Enter your Change
Request number.
You have successfully created a new Company code.
ASSIGN COMPANY CODE TO COMPANY
Step 1) In the SAP Reference IMG Select the Menu path
SAP Customizing Implementation Guide ->Enterprise Structure->Assignment->Financial
Accounting->Assign Company Code to Company
Transaction Code: OX16
Step 2) In the Next Screen Enter the unique Company ID against the Company Code you
Want to assign to this Company.
Step 3) Press Save and Enter the Customizing Request Number
You have assigned the desired Company code to the Company.
DEFINE MAINTENANCE PLANNER GROUPS
Transaction Code: OIAI
SAP Img Path: SPRO > Plant Maintenance & Customer Service > Maintenance plans,
work centers, task lists and PRTs > Basic Settings > Define Maintenance planner groups
1. PIPI: Update the maintenance planning plant key for planner group.
2. PG: Update the key that defines as planner group in SAP.
3. Name: Update the descriptive name of planner group.
4. Telephone: Update the contact number planner group.
