2ND Edition SAP EHS COURSE

SAP EHS
COURSE
B y R a y mo nd I w o b i
MODUL
E 1: Introduction to EHS
overview
 Introductionto SAP
EHS
 Brief History of SAP
 Material Data Setting
 Material Master
Creation
 DMS Overview
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SAP EHS COURSE
MATERIAL DATA SETTINGS
Material Master Data:

In SAP EHS, the Material Master Data is a central component
that stores information about materials used in various
business processes. The Material Data setting in SAP EHS
refers to the configuration and management of data related to
materials within the context of environmental, health, and
safety requirements.
Here are some key components related to Material Data in

SAP EHS:
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SAP EHS COURSE
MATERIAL MASTER DATA
Product Safety: This component focuses on managing data

related to the safety of products. It includes information about
hazardous substances, dangerous goods, and safety data
sheets. The primary elements within the Product Safety
component include:
Material Master: Information about materials, including
hazardous properties.
Specification Management: Specifications for substances and
mixtures.
Phrase Management: Phrases or statements describing the
hazards and precautions associated with materials.
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Dangerous Goods Management: This component deals with

the transportation and handling of dangerous goods. It
includes data related to the classification, labeling, and
documentation of dangerous goods. Key elements within
Dangerous Goods Management include:
Dangerous Goods Master Data: Information about

dangerous goods, including classification details.
Dangerous Goods Check: Verification of compliance with

transportation regulations.
Shipping Information: Documentation for shipping

dangerous goods.
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Industrial Hygiene and Safety: This component covers aspects

related to occupational health and safety within the
organization. It includes data related to exposure scenarios,
workplace safety, and health monitoring. Key elements within
Industrial Hygiene and Safety include:
Exposure Management: Information about potential

exposures to hazardous substances.
Work Area Management: Data related to specific work areas
and associated risks.
Health Surveillance: Monitoring and managing employee
health data.
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Occupational Health: This component is concerned with the

health aspects of employees in the workplace. It includes data
related to medical examinations, health assessments, and
health surveillance. Key elements within Occupational Health
include:
Health Surveillance: Monitoring and managing employee

health data.
Medical Examinations: Information about employee medical
exams.
Health Assessment: Assessments of employees' fitness for
specific tasks.
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MATERIAL MASTER DATA***
Waste Management: This component focuses on the

management of waste generated within the organization. It
includes data related to waste classification, disposal methods,
and documentation. Key elements within Waste Management
include:
 Waste Master Data: Information about different types of

waste.
 Waste Disposal: Methods and procedures for the disposal
of waste.
 Waste Tracking: Monitoring the movement of waste within
and outside the organization.
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MATERIAL MASTER CREATION**
SAP Material Master is an important element of master data in

SAP which is used by most of the departments in a company.
SAP material master enables the company to store all the
information about a particular material (or product).
The material master data is uniquely identified by a material

number which can be internal or external. Internal numbers
are automatically generated by SAP system while external
numbers can be explicitly chosen by users.
The material master is the central source of information for a

material related to several application areas (Purchasing,
storage, accounting, sales, etc) based on material type.
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MATERIAL MASTER CREATION***
Usually when creating a material master there are a number of

steps to follow through, based on your requirements. This is a
general guide.
You still need to configure your inputs based on your industry
specifications;
1. Access SAP HANA System:

Log in to your SAP HANA system using SAP GUI or SAP
Fiori, depending on your organization's configuration.
2. Launch the SAP Easy Access Screen:

Once logged in, launch the SAP Easy Access screen.
3. Transaction Code:
Enter the appropriate transaction code for creating
material master data. The common transaction code for
creating a material master is MM01.
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MATERIAL MASTER CREATION
4. Sales Data:
If the material is relevant for sales, enter sales-specific
data, such as sales organization and distribution channel.
5. Purchasing Data:
If the material is relevant for purchasing, enter
purchasing-related data, such as the purchasing group.
6. Accounting Data:
Enter accounting-related information, such as valuation
class, price control, and standard price.
7. Classification Data:
If classification is used in your organization, enter
classification data for the material.
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8. Plant Data / Storage Location Data:

Enter data specific to each plant and storage location
where the material is stored.
9. Batch Management Data (if applicable):

If batch management is required, enter batch-specific
data.
10. Work Scheduling Data (if applicable):

If the material is subject to work scheduling, enter
relevant data.
11. MRP (Material Requirements Planning) Data:

Enter MRP-related data if the material is subject to MRP.
12. Save the Material Master Record:

Once all the necessary data is entered, save the material
master record.
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13. Enter Material Type:

You'll be prompted to enter the material type. The
material type defines the basic attributes and behavior of
the material. Common material types include ROH for
raw materials, FERT for finished goods, and HALB for
semi-finished goods.
14. Fill in Basic Data:

Enter the basic data for the material. This includes details
such as material number, industry sector, material group,
and base unit of measure.
15. Organizational Data:

Provide organizational data such as the plant and storage
location where the material will be stored.
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16. Sales Data:

If the material is relevant for sales, enter sales-specific
data, such as sales organization and distribution channel.
17. Purchasing Data:

If the material is relevant for purchasing, enter
purchasing-related data, such as the purchasing group.
18. Accounting Data:

Enter accounting-related information, such as valuation
class, price control, and standard price.
19. Classification Data:

If classification is used in your organization, enter
classification data for the material.
20. Plant Data / Storage Location Data:

Enter data specific to each plant and storage location
where the material is stored.
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21. Batch Management Data (if applicable):

If batch management is required, enter batch-specific
data.
22. Work Scheduling Data (if applicable):

If the material is subject to work scheduling, enter
relevant data.
23. MRP (Material Requirements Planning) Data:

Enter MRP-related data if the material is subject to MRP.
24. Save the Material Master Record:

Once all the necessary data is entered, save the material
master record.
25. Check and Activate:

After saving, check for any errors or missing information.
Activate the material master record to make it available
for use.
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26. Display Material Master Record:

If needed, you can use transaction code MM03 to display
the material master record and verify the entered data.
27. Integration Testing:

Perform integration testing to ensure that the material
master data integrates correctly with other SAP modules.
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Let us take an example:

We create a raw material. So when you sign in to your HANA
application.
Material Type: Material type assigns a material to a group of

materials (for example, raw materials or spare parts). Material
type defines certain attributes of the material and has
important control functions. It also determines whether the
material will be valued at a standard price or a moving average
price.
Industry Sector: Industry sector specifies the branch of

industry to which the material is assigned.
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Then you select the attributes for your input.

In this case our attributes are;
Basic input
Classification
Sales organization data 1
Sales organization data 1
Sales General / Plant input
Foreign Trade / Export
Sales item Text
Purchasing input
Foreign trade import
Purchase order text
MRP 1
MRP 2
MRP 3
MRP 4
Work scheduling
Plant data / Storage 1
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Plant data / Storage 2

Accounting 1
Accounting 2
Costing 1
Costing 2
The diagram shows the first page to

Input the material, industry sector and
Material type i.e finished goods
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Basic Views: Basic views are views with general
information about a material.
Material Description: LCD TV 40″ – this can be
maintained in various languages.
Base unit of measure(often referred to as Base
UOM): PCS – this is the unit of measure in which
material stock is managed.
Material Group: It is used to group together
several materials or services with the same
attributes. Each Material or Service is assigned to
a particular material group.
General Item category group: The item category
group NORM is defined for materials kept in stock
and the group DIEN for services and non-stock
material, this indicator has an effect on sales and
stock transfer processing.
Weight Unit: Kg – unit in which product weight is
entered.
Gross weight: 26,988 – gross weight of 1 unit of
product in weight unit.
Net weight: 24,651 – net weight of 1 unit of 20
productS in
A P weight
E H S C O U Runit
SE
Classification View: Materials can be classified in
order to be found later by their class, batch
characteristics etc.
Material Class: By choosing Material Class – 001

you are extending material for this class type.
Now we have to add a class we want to use for
our material. A class called ZMATERIAL could
consist of two characteristics: Zcolor
and ZDimension.
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Classification View:
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Sales Organization Data 1: When we
choose this view, a screen with
organizational levels will appear. Here, we
can choose for which Plant, Sales
organization and Distribution channel we
want to extend our material.
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Sales Organization Data 2:
Account assignment group: this field

represents the accounting requirements
for the material. Often different types of
materials require different accounting
requirements (finished goods, trading
goods, services aren’t accounted in the
same way). This is a point of integration
with FI/CO modules.
Item category group: It enables

to group the related item categories in a
sales document. It is assigned to a master
material record through material types
and linked to SD through an item
category determination rule.
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Sales General / Plant View:
Availability check: It is used to define the
stock availability check method. These
methods are defined by the customizing
team, and can include stock on storage
locations, can be also set up to include
quantities on process and production
orders, planned orders, quantities in the
transfer towards the plant from which
sales is being processed, etc.
Loading group: extremely significant field
as it is used in shipping point
determination.
Transportation group: It is a way of
grouping materials with same
transportation needs. It is used in SD
module for route scheduling in sales
orders and deliveries.
Material Group – Packaging Materials:
This field is used for grouping the
materials with similar packaging materials
requirements. 25
SAP EHS COURSE
Foreign Trade / Export View: This view
contains information about freight,
foreign trade, exporting of materials.
Commodity Code/Import Code Number

for Foreign Trade: This field contains
either a commodity code or a tariff
number. It is a unique standardized coding
value for a certain type of goods.
Country of origin: it represents the

country where this material has been
produced. If it’s finished goods produced
in-house you will enter your country code
here.
CAS number: this field is only used for
pharmaceutical products.
PRODCOM no. – used only in EU countries
for statistical purposes in production.
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Sales item Text View: We can define a
sales item text for this material for various
languages to be used in the sales
documents. This could be some general
explanation about the material, or
explanation maintained on distribution
channel level. If you maintain this text it
will show up on the item level in all sales
documents, and also in the printing
version of sales documents.
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Purchasing View:
Purchasing group: you can define various

purchasing groups like raw material
purchasing, trading goods purchasing,
service purchasing etc. This value will be
the default value for all the items entered
in purchasing documents.
Order unit: default unit used for ordering

this material.
Purchasing value key: which is maintained

in customizing consisting of all the values
you can see in this section (under delivery
tolerance, over delivery tolerance). When
you define the key in customizing, the
values from the key are transferred to all
the fields in this section
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Foreign Trade Import View: Exactly the

same view as a foreign trade export view
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Purchase order text View: Exactly the

same view as a sales order text view
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MRP View 1: Material requirements planning views are
maintained mostly for production purposes. This
information is supplied by the appropriate MRP controller or
someone else from production planning team. The only
mandatory field in MRP 1 View is Planning type. We will
cover the most important fields used in a productive
environment in more detail.
MRP type: there are various types of MRP that can be

utilized. PD is default MRP for most of the SAP installations.
MRP controller: MRP controller is the personnel responsible

for production of this material, he manages all the data in
these MRP views, along with the MRP results itself,
production planning for this material etc. It is usual that the
MRP controller provides the data for MRP views, or even in
some organizational structures MRP controllers are
maintaining these views on their own.
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Lot size: defines the procedure used by
the system in order to calculate the
procurement or production quantity of
the material.
Reorder Point: indicates at which stock

level MRP should create a new order
(either procurement or production order).
Minimum and Maximum lot size, Fixed

lot size: It is used to indicate the
boundaries for lot size, or a fixed quantity
to be used.
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MRP View 2: MRP view 2 contains data
about Procurement, Scheduling, and Net
requirements calculation.
Procurement type: here you can choose if

your material has internal production (our
case), external procurement, or both
types of procurements are possible. It also
mightn’t have procurement at all.
Production storage location: here you will

maintain the storage location that is
copied throughout the production
documents. If this is a production
component this marks the location from
which the goods issue is posted, or if it’s
produced material it annotates a location
to which the material receipt is posted.
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Goods Receipt Processing Time in Days:
you can set up this value that represents
needed time in days for goods to be
inspected and placed into appropriate
storage location.
Schedule margin key: this represents a

key used for determination of the floats
required for scheduling an order. It is
defined in customizing and is supplied by
your MRP controller or PP administrator.
Safety stock: quantity in base UOM to use

as a safety stock.
Minimum safety stock: Safety stock in

never allowed to drop below this value.
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MRP View 3: MRP view 3 contains several
valuable fields mostly used by planning
functions.
Period indicator: indicates if material is to

be planned/forecast monthly, weekly,
yearly, daily etc. This is in most cases set
to monthly.
Strategy group: used for grouping the

planning strategies, for example, this can
be set to Make to Order, Make to Stock
etc. There are a number of options, and
this must be defined by the production
planning management. In most cases,
material types and/or material ABC
classification influences the decision
which strategy group material should be
assigned.
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Consumption mode: this controls how
system will consume requirements. In
backward mode sales, orders, dependent
requirements or material reservations
consume planned independent
requirements that lie before the
requirements date while in forward mode
they consume planned independent
requirements that lie after the
requirements date.
Forward consumption period: number of

days used as a consumption threshold in
forward consumption mode. Can be set
from 1 to 999 days but usually not longer
than several days. We are using 0 since we
are utilizing backward consumption mode
for this material.
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Backward consumption period: Same as
previous except it is used for backward
consumption mode.
Mixed MRP: defines if material is available

for subassembly planning and gross
requirements planning.
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MRP 4 View: This is the only MRP view
that is maintained on Plant / Storage
location organizational level. It doesn’t
contain as much valuable fields as
previous, but there are three handy
indicators that can be used to optimize
processes in some modules.
Selection method: if you are using BOMs

(Bill of Materials) for your production, you
could govern with the selection of
alternative BOMs with this field. You can
set selection type by order quantity,
production version, explosion date.
Discontinued indicator: you can select the

indicator for discontinued part as per
requirements.
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Work Scheduling View: This view is used
by the production to control the
scheduling of production and process
orders. A production schedule determines
how capacity requirements are calculated
for all the materials during a scheduling
run. Here, you can also activate batch
management if material is to be handled
in batches (certain quantities of material
with slightly different characteristics).
Batch management can be activated in
several other views.
Production schedule profile: define how

the process will flow in PP or PP-PI, some
additional controls about automatic goods
receipt etc. Customized by your PP
consultant.
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Under delivery tolerance: define allowed
percentage of quantity to be under
delivered.
Over delivery tolerance: allowed

percentage for quantity exceeding for
production or process order. For over
delivering, you can check the unlimited
box – in that case we are allowing
unlimited over delivery.
Setup time: time needed to setup and

teardown work center resources (lot size
independent).
Processing time: processing time for the

base quantity.
Base quantity: used for processing and in-

house production time. In our case,
processing time is the time needed to
process 48 pieces of our material. 40
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Plant data / Storage 1 View: Warehouse

administration team should supply the
data for maintenance of this view. These
are mostly storage data valid on the plant
level. Let’s go through all the essential
fields for this view.
Unit of issue: this is the unit in which

material is issued from any storage
location within the plant (except for the
warehouse managed locations which have
a setting that overrides this field value).
Temperature conditions: temperature

(and atmospheric) conditions in which the
material must be stored.
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Storage conditions: storage conditions
required by material.
Container requirements: type, and

conditions in the container in which the
material is shipped.
Storage period: maximum period of time

for which a material can be stored.
Minimum remaining shelf life: minimum

remaining time for the material to be
allowed to be stored (in case the
remaining time is shorter than minimum –
system will deny goods receipt).
Period indicator for SLED: used as a unit

of time for Minimum remaining shell life.
If this field contains D, then minimum
remaining shelf life is maintained in days.
Indicator M is for months etc.
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Plant data / Storage 2 View: These fields

are repeating from Basic view 1
(Weight/Volume section), and Sales –
General (General Plant parameters
section), we had described them when we
covered those views.
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Going back to the initial screen
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In Accounting view of material master

represent how FI and material are
integrated base on below point
GL integration with Material Master
Valuation of material master
Accounting 1
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Valuation class:
depending on your system settings, but
valuation class is in most times influenced
by material type, so you will have a
valuation class for finished goods, and
another for trading goods. In our case
valuation class, 7920 is SAP default class
for finished goods. For HALB, this class is
7900 by default, and for ROH we can use
3000.
Valuation Class for sales order stock:

We use a valuated sales order stock if we
want the goods movements to have
corresponding postings in Financial
Accounting (FI). A sales order stock is
assigned exclusively to a sales
order and sales order item and cannot be
used for other sales orders or sales
order items.
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If you want to assign the valuated sales

order stock in FI to a different account
than the make-to-stock-inventory, enter
an additional valuation class in Sales order
stock VC field
you can assign a valuation class for sales
order stock to override the default
valuation class defined in field 1 –
Valuation Class. Not recommended.
Price control:
This indicated which type of internal price
will be used for the material. It can be set
to S – standard cost, or V moving average
price (variable price). In most cases, S is
used for finished goods while V is used for
trading goods, but the settings depend on
your SD/FI/CO teams preference.
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Moving price:
This field populate if price control is set to
V.
Standard price:
This field populated if price control is set
to S. Your controlling team can use
transactions for generating these prices
based on the information contained in
production orders, purchase orders, so
that these prices don’t have to be entered
manually for each material. We can also
maintain Valuation Category field, which
determines whether stocks of the
material are valuated together or
separately.
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Accounting 2
This view isn’t used very often in

production environment, the
most common setting for this
view is leaving all the fields
empty. Basically, it consists of
special tax information in
Accounting which is hardly ever
relevant.
Determination of the lowest
value of the material, material
devaluation through its status
(moving, slow moving) etc.
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Do Not Cost:
No costing is estimated. Neither material cost nor sales order cost is created, just as
procurement alternatives can’t be created as well. If you want costing at all, leave the
field blank.
With quantity structure:

Indicates if we want to use quantity structure data for cost estimating (lot size and
other quantity information).
Material origin:
This indicates if material number should be assigned to cost element item in CO
module.
Variance key:
Determines how cost variance is calculated.
Costing lot size: it is only useful if check box “With Qty structure” is checked. It
determines the lot quantity used for a cost estimate calculation.
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Costing 2
In figure 1 – Valuation data,

we can see fields already
covered in previous views
(Accounting 1 view). Other
than that, there are fields to
maintain planned prices
(Standard cost estimate will
be copied to Planned price if
standard cost estimate is
checked and created).
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SAP EHS COURSE
DMS OVERVIEW
DMS" typically refers to Document Management

System.
Document Storage: DMS allows users to store and

manage various types of documents, such as safety
data sheets, regulatory documents, policies,
procedures, and other relevant information.
Version Control: It provides version control features,

ensuring that users can track changes made to
documents over time. This is crucial for compliance
and auditing purposes.
Access Control: DMS in SAP EHS allows organizations

to define access controls, ensuring that only
authorized personnel can access or modify specific
documents. This is important for maintaining data
integrity and security.
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DMS OVERVIEW
Integration with Other SAP Modules: DMS is often
integrated with other SAP modules, allowing seamless
collaboration and data sharing across different business
processes.
Workflow Management: It supports workflow

management, enabling organizations to define and
automate document approval processes. This helps in
maintaining consistency and ensuring that documents go
through the necessary reviews before being finalized.
Search and Retrieval: DMS provides search and retrieval

capabilities, making it easier for users to find and access
the documents they need quickly.
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SAP EHS COURSE
MODUL
E 2:
Industrial hygiene and
safety
 Work Area
 Exposure
 Risk Management
 Accident Management
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SAP EHS COURSE
Industrial hygiene and
safety
Industrial hygiene and safety
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SAP EHS COURSE

2ND Edition SAP EHS COURSE

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SAP EHS

Material Master Data:

Here are some key components related to Material Data in

Product Safety: This component focuses on managing data

Dangerous Goods Management: This component deals with

Dangerous Goods Master Data: Information about

Dangerous Goods Check: Verification of compliance with

Shipping Information: Documentation for shipping

Industrial Hygiene and Safety: This component covers aspects

Exposure Management: Information about potential

Occupational Health: This component is concerned with the

Health Surveillance: Monitoring and managing employee

Waste Management: This component focuses on the

 Waste Master Data: Information about different types of

SAP Material Master is an important element of master data in

The material master data is uniquely identified by a material

The material master is the central source of information for a

Usually when creating a material master there are a number of

1. Access SAP HANA System:

2. Launch the SAP Easy Access Screen:

8. Plant Data / Storage Location Data:

9. Batch Management Data (if applicable):

10. Work Scheduling Data (if applicable):

11. MRP (Material Requirements Planning) Data:

12. Save the Material Master Record:

13. Enter Material Type:

14. Fill in Basic Data:

15. Organizational Data:

16. Sales Data:

17. Purchasing Data:

18. Accounting Data:

19. Classification Data:

20. Plant Data / Storage Location Data:

21. Batch Management Data (if applicable):

22. Work Scheduling Data (if applicable):

23. MRP (Material Requirements Planning) Data:

24. Save the Material Master Record:

25. Check and Activate:

26. Display Material Master Record:

27. Integration Testing:

Let us take an example:

Material Type: Material type assigns a material to a group of

Industry Sector: Industry sector specifies the branch of

Then you select the attributes for your input.

Plant data / Storage 2

The diagram shows the first page to

Material Class: By choosing Material Class – 001

Account assignment group: this field

Item category group: It enables

Commodity Code/Import Code Number

Country of origin: it represents the

Purchasing group: you can define various

Order unit: default unit used for ordering

Purchasing value key: which is maintained

Foreign Trade Import View: Exactly the

Purchase order text View: Exactly the

MRP type: there are various types of MRP that can be

MRP controller: MRP controller is the personnel responsible

Reorder Point: indicates at which stock

Minimum and Maximum lot size, Fixed