# SAP MM Configuration Checklist (SPRO Steps from Enterprise Structure to Account Determination) > Source: https://netray.co/tools/sap-mm-configuration-checklist-spro > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A tickable SPRO checklist for configuring SAP MM, grouped by enterprise structure, material master, purchasing, inventory, invoice verification and accounting. ## Category sap ## Erp SAP ECC / S/4HANA ## Audience - SAP MM consultant - Implementation lead - Key user ## Tool **Kind:** checklist **Groups:** #### Enterprise structure **Items:** **Text:** Define and assign company codes to the chart of accounts and fiscal year variant **Critical:** true **Text:** Define plants and assign them to company codes (OX10) **Critical:** true **Text:** Define storage locations per plant (OX09) **Critical:** true **Text:** Define purchasing organizations and assign them to company codes and plants **Critical:** true Define purchasing groups for buyers Decide the purchasing organization model: plant level, company level or cross-company Set up the calendar and unit of measure basics (dimensions, ISO codes) #### Material master **Items:** **Text:** Define material types and their views, price control and quantity/value update (OMS2) **Critical:** true Define material groups and, if needed, industry sector Set up number ranges for materials, internal or external Configure field selection and screen sequences by material type **Text:** Define valuation classes and the allowed valuation classes per material type **Critical:** true **Text:** Decide the valuation level: plant or company code **Critical:** true Define the MRP basics that MM needs: procurement type and MRP type for purchased parts Create a test material and run MM01 through all views #### Purchasing **Items:** **Text:** Define document types for requisitions, RFQs, POs and contracts **Critical:** true Set number ranges for purchasing documents Define item categories and account assignment categories **Text:** Configure the release strategy for requisitions and POs where approvals are required **Critical:** true Set up source determination: source list, quota arrangement, info records Define tolerance limits for price and quantity on the PO Configure output determination for PO printing and email Maintain payment terms and incoterms used on POs Set up vendor account groups and number ranges, and the partner roles #### Inventory management and physical inventory **Items:** **Text:** Review movement types and copy the ones you need (101, 102, 201, 261, 301, 311, 501) **Critical:** true Configure goods receipt tolerance and under/over delivery limits Define reasons for movement for returns and scrapping Set up special stock types you use, such as consignment and subcontracting Configure physical inventory document types, count tolerance and posting block rules Set up automatic batch management if required #### Invoice verification **Items:** **Text:** Set tolerance groups and tolerance keys for invoice variances (OMR6) **Critical:** true Configure GR/IR clearing and planned delivery cost handling Define tax codes and tax determination for input tax Set up block reasons for payment and release for blocked invoices Decide the automatic and subsequent debit/credit handling #### Account determination and testing **Items:** **Text:** Maintain valuation grouping code and automatic postings in OBYC, including BSX, WRX, GBB and PRD **Critical:** true **Text:** Assign G/L accounts per valuation class and transaction key **Critical:** true **Text:** Check posting period open for MM and FI (OMSY and OB52) **Critical:** true Test the full cycle: requisition, PO, goods receipt, invoice, payment Test a goods issue to a cost center and a stock transfer **Text:** Reconcile stock value in MM to the G/L accounts after test postings **Critical:** true Document the configuration decisions and transport requests **Scoring Note:** Mark each item done. Items flagged critical block postings or create wrong accounting if skipped, so close those first. Transaction codes are given for the common cases, but the IMG path can differ slightly between ECC and S/4HANA releases. ## Content **Intro:** Configuring SAP MM in SPRO follows a fixed order: enterprise structure first, then material master, purchasing, inventory, invoice verification and finally account determination. This checklist walks through that order so nothing is missed before you test. **Sections:** #### How to use the checklist **Body:** Work through the groups top to bottom, because later steps depend on earlier ones: you cannot assign a storage location before the plant exists, and you cannot set account determination before valuation classes are defined. Tick items as you finish them, note the transport request for each, and export the list for the project file or a review with the finance team. **Bullets:** - Do the critical items first in each group. - Record transport request numbers next to each step. - Review account determination with a finance consultant, not alone. #### Why the order matters **Body:** Enterprise structure objects such as plants and purchasing organizations are used as keys everywhere, and changing them later is expensive. Material types and valuation classes decide how stock is valued, and account determination in OBYC reads those classes to find G/L accounts. If a goods receipt fails with an account determination error, the cause is usually a missing combination of valuation class and transaction key. #### Account determination **Body:** Automatic postings connect inventory movements to finance. Key transaction keys include BSX for inventory postings, WRX for GR/IR clearing, GBB for offsetting entries such as consumption and PRD for price differences. Each is mapped by chart of accounts, valuation grouping code, valuation class and often movement type. Maintain a combination matrix before you start, and test one movement per key. #### Common mistakes **Body:** Teams copy a sample plant without checking number ranges, forget to open the posting period, or leave tolerance keys at default so invoices block constantly. Another is activating split valuation or batch management late, which needs a data migration. Test end to end with realistic quantities and verify that stock value equals the G/L balance. **Cta:** If you are planning an SAP MM rollout or a clean-up, we can help review the configuration and set up a private assistant that answers user questions from your own configuration documents. **Faq:** #### What is the first step in SAP MM configuration? **Answer:** Define the enterprise structure: company codes, plants, storage locations and purchasing organizations, with their assignments. Everything else depends on these. Then configure material types and valuation, followed by purchasing, inventory, invoice verification and account determination. #### Which SAP tcode is used for MM account determination? **Answer:** OBYC maintains automatic postings for inventory and invoice transactions. You choose a transaction key such as BSX, WRX or GBB, then maintain the accounts by valuation class and, where needed, movement type. OBYC is a configuration transaction, run in the SPRO path under Materials Management. #### How long does SAP MM configuration take? **Answer:** It depends on the number of plants, material types and approval flows. A single-plant rollout with standard processes can be configured in a few weeks, and multi-plant rollouts with release strategies and batch management often take months including testing and data migration. #### How do I check that MM configuration is correct? **Answer:** Run end-to-end tests: requisition, PO, goods receipt, invoice and payment, plus a goods issue and a transfer. After posting, compare the stock value in MM with the inventory G/L accounts. Any difference points to a wrong valuation class or account mapping. ## Search terms sap mm configuration checklist, sap mm spro configuration, sap mm implementation checklist, sap mm configuration steps, sap mm enterprise structure, sap mm account determination obyc, sap mm material type configuration, sap mm customizing checklist --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json