# SAP New Plant Setup Checklist: Company, Plant, Storage Locations and Inspection > Source: https://netray.co/tools/sap-new-plant-setup-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Step-by-step checklist for creating a new SAP plant: enterprise structure, assignments, master data, production, quality and go-live checks. ## Category sap ## Erp SAP ECC and S/4HANA ## Industry Discrete Manufacturing ## Audience - SAP functional consultant - ERP project manager - Plant controller ## Tool **Kind:** checklist **Scoring Note:** Work top to bottom, because later steps depend on earlier assignments. Items marked critical stop transactions or postings if missed. Transaction codes are typical for ECC and S/4HANA; check the configuration path in SPRO for your release. **Groups:** #### 1. Design and enterprise structure **Items:** **Text:** Confirm the legal entity and whether a new company (OX15) and company code (OX02) are needed or an existing one is reused **Critical:** true **Text:** Agree plant code, name, address, country, language and currency with finance and logistics **Critical:** true Check chart of accounts, fiscal year variant and controlling area for the company code **Text:** Decide valuation level (plant) and that it matches existing company policy **Critical:** true Agree factory calendar, time zone and tax jurisdiction for the plant Document the structure on one page: client, company code, plant, storage locations, purchasing and sales organizations #### 2. Create the plant and assignments **Items:** **Text:** Define the plant (OX10, or copy an existing plant for consistent defaults) **Critical:** true **Text:** Assign the plant to the company code (OX18) **Critical:** true Assign the company code to the controlling area; confirm plant is in the controlling area (OX19) **Text:** Define storage locations for the plant (OX09), for example raw material, WIP, finished goods, quarantine **Critical:** true **Text:** Assign the plant to a purchasing organization (OX17) and set up purchasing groups (OME4) **Critical:** true Assign plant to sales organization, distribution channel and division where the plant ships to customers Define shipping points (OVXD) and assign them to the plant (OVXC) Set the plant's factory calendar, address and tax settings #### 3. Materials, finance and planning **Items:** **Text:** Open material master views for the plant: material types, valuation classes and account determination **Critical:** true **Text:** Check automatic account determination for inventory, goods receipt and price differences in the new plant **Critical:** true Open posting periods for the plant's company code and material ledger if active Create MRP controllers and MRP settings for the plant; set planning calendar Create number ranges for production orders, purchase orders and material documents as needed Create or extend material masters, BOMs and routings to the plant Create vendors and customers with data extended to the company code and purchasing or sales organization #### 4. Production and work centers **Items:** **Text:** Create work centers, capacities and cost center links for the plant **Critical:** true Define production scheduling profile, order types and production supervisors Maintain plant-specific parameters for production orders and confirmations Set up cost center and activity type assignments for labor and machine time **Text:** Test a full cycle: create order, release, issue, confirm, receive, settle **Critical:** true #### 5. Quality and inspection setup **Items:** **Text:** Activate Quality Management for the plant and the relevant material types **Critical:** true Maintain inspection types and assign them to materials (goods receipt, in-process, final) Create master inspection characteristics, inspection methods and inspection plans for the plant Set up sampling procedures, usage decision codes and quality notification types Configure automatic stock posting after usage decision and quarantine locations Define self-inspection or periodic audit checks for the plant, with responsible roles and frequency #### 6. Authorizations, workflow and go-live **Items:** **Text:** Update authorization roles with the new plant (organizational level values, for example WERKS) and test with real users **Critical:** true Set up workflow or approval routing for purchase requisitions, orders and releases that include the new plant **Text:** Transport configuration through the landscape in the planned order and re-check target client settings **Critical:** true **Text:** Load opening stock and open orders; reconcile stock value to the general ledger **Critical:** true Run end-to-end tests: procure, receive, produce, inspect, ship, invoice Train users, publish contacts and complete a go-live and rollback checklist ## Content **Intro:** Setting up a new plant in SAP means more than creating a plant code. It touches enterprise structure, finance, purchasing, production, quality and security. This checklist gives the order of work, the usual transaction codes and the items that stop postings if missed. **Sections:** #### How to use the checklist **Body:** Start with the design group and agree names and structure before configuring anything, then follow the numbered order because many steps depend on earlier assignments. Tick items as they complete and export the list to PDF or Excel to share with finance, logistics and basis. If you are cloning an existing plant, copying in OX10 saves time but you must still review every assignment, since copied defaults can carry wrong addresses, calendars or accounts. #### Company, company code and plant **Body:** People often ask how to create a company in SAP. A company (OX15) is a legal entity grouping used for consolidation, while a company code (OX02) is the smallest unit with its own balanced books. A plant is a logistics unit under one company code, used for production, inventory and planning. A new factory in an existing legal entity usually needs only a plant and storage locations. A new legal entity needs a company, a company code, a chart of accounts and fiscal year variant assigned, and a controlling area. **Bullets:** - Company (OX15): legal entity for consolidation - Company code (OX02): own balanced books - Plant (OX10): production, inventory and planning unit - Storage location (OX09): stock area within the plant #### SAP Business Workflow and approvals **Body:** SAP Business Workflow is the engine that routes tasks and approvals to the right people, such as a purchase requisition release or a quality notification. When you add a plant, the roles and organizational units that workflows use, such as release strategies and agent determination, must include it, or tasks arrive at nobody. Review workflow rules and release strategies for the new plant as part of go-live testing, along with inbox task routing for each approver. #### Quality setup, self-inspection and common mistakes **Body:** For manufacturers, quality setup is where plants fail audits. Activate QM for the plant, build inspection plans and define who performs self-inspection or periodic internal checks, with records kept in the system. Frequent mistakes include assigning the plant to the wrong company code, missing account determination so goods receipts fail, forgetting authorization objects so users cannot see the plant, loading stock before periods are open, and transporting configuration out of order. **Cta:** If you want the new plant's stock, orders and quality data queryable in plain English from day one, we can add a private AI layer over your SAP system that stays on your own infrastructure. **Faq:** #### What is the difference between a company code and a plant in SAP? **Answer:** A company code is an accounting unit with its own balanced books. A plant is a logistics unit used for production, inventory and planning, assigned to exactly one company code. One company code can have many plants. #### How do I create a plant in SAP? **Answer:** In configuration, use OX10 to define the plant, then assign it to a company code with OX18 and create storage locations in OX09. You then complete purchasing, sales, valuation and authorization settings before using it. Copying an existing plant is common. #### How do I create a company in SAP? **Answer:** A company is defined in configuration with OX15 and is then linked to one or more company codes created with OX02. You also assign a chart of accounts, fiscal year variant and currency to the company code. This is a finance-led activity. #### What is SAP Business Workflow? **Answer:** It is SAP's tool for routing tasks and approvals between users based on rules and organizational structure, for example releasing a purchase order. It is administered with transactions such as SWDD for workflow definitions and SWI1 for monitoring work items. ## Search terms sap new plant setup checklist, how to create a plant in sap, how to create a company in sap, sap enterprise structure checklist, sap plant configuration ox10, sap storage location creation, sap self inspection checklist, what is sap business workflow --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json