Your Inventory Management Data Template

SAP S/4HANA
Your Inventory Management Data Template

Your Inventory Management Data Template

This template is designed to guide you through collecting the essential data for analyzing your Inventory Management process. It outlines the crucial attributes and activities required for a comprehensive event log. Additionally, it provides specific guidance on extracting this data from SAP S/4HANA, making your process analysis journey smooth and efficient.
  • Recommended attributes to collect
  • Key activities to track for process discovery
  • Extraction guidance tailored for SAP S/4HANA
New to event logs? Learn how to create a process mining event log.

Inventory Management Attributes

These are the recommended data fields to include in your event log for comprehensive inventory management analysis.
3 Required 7 Recommended 9 Optional
Name Description
Event Time
EventTime
The precise date and time when the inventory activity was recorded in the system.
Description

Event Time is the timestamp that records exactly when an activity occurred. This data point is essential for ordering events chronologically to reconstruct the process flow for each inventory batch. It serves as the basis for all time-based process mining analysis.

The accuracy of the Event Time is critical for calculating key performance indicators such as cycle times, lead times, and durations. It enables the analysis of process performance over different time periods, helps identify when bottlenecks occur, and provides the factual basis for understanding process delays, like the time a batch spends in quality inspection before being released.

Why it matters

This timestamp orders events chronologically and is the foundation for all duration and performance calculations.

Where to get

This is typically a combination of the posting date (MKPF-BUDAT) and entry time (MKPF-CPUTM) from the material document header table MKPF.

Examples
2023-10-26T09:00:00Z2023-11-15T14:35:10Z2024-01-05T23:15:00Z
Inventory Batch/Lot
InventoryBatchLot
The unique identifier for a specific quantity of a product, serving as the case ID for tracking its lifecycle.
Description

The Inventory Batch or Lot number is the primary case identifier that groups all activities related to a specific, distinct quantity of a product. This enables a complete chronological view of a stock quantity's journey, from its initial receipt into the warehouse, through various internal movements and status changes, to its eventual issue for a sale, production, or disposal.

In process analysis, this attribute is fundamental. It allows you to trace the end-to-end flow for each batch, measure cycle times accurately, identify process variations, and understand how different batches are handled. Analyzing processes at the batch level is crucial for industries where traceability, quality control, and expiration date management are critical, such as pharmaceuticals, food and beverage, and chemicals.

Why it matters

This is the core identifier that connects all related inventory events into a single case, making end-to-end process analysis possible.

Where to get

This is typically the Batch Number, found in SAP tables like MCHA (Batch Master) or MCH1 (Batches) in the field CHARG.

Examples
B001-A452023L202405-XYZ789456123BATCH-05-24
Activity
ActivityName
The name of the business event that occurred at a specific point in the inventory management process.
Description

The Activity attribute describes a single step or event within the inventory lifecycle of a batch. These events represent key business actions such as receiving goods, moving stock, performing a quality inspection, or issuing materials. Each activity is a record of something that happened to the inventory batch at a specific point in time.

Analyzing activities is the foundation of process mining. It allows for the visualization of the process flow, identification of frequent and rare pathways, detection of bottlenecks where activities are delayed, and analysis of rework loops. By understanding the sequence and frequency of activities like 'Stock Scrapped' or 'Quality Inspection', businesses can pinpoint areas for process improvement and operational efficiency.

Why it matters

It defines the steps in the process, enabling the visualization and analysis of the inventory lifecycle.

Where to get

This is a derived attribute, often mapped from SAP Movement Types (MSEG-BWART) or Transaction Codes (MKPF-TCODE2) to user-friendly names.

Examples
Goods Receipt PostedPut-Away Transfer PostedGoods Issue for Delivery PostedStock Scrapped
Material Number
MaterialNumber
The unique identifier for the product or material being managed.
Description

The Material Number, often referred to as a SKU (Stock Keeping Unit), is the unique code assigned to a specific product. It is a fundamental master data element in inventory management, used to track quantities, values, and movements of goods.

In process mining, analyzing by Material Number allows for a product-centric view of inventory processes. It helps answer questions such as which products have the longest quality inspection times, which are scrapped most often, or which have the highest volume of internal transfers. This segmentation is crucial for identifying product-specific issues and optimizing inventory strategies for different types of goods.

Why it matters

It allows for the segmentation of analysis by product, revealing patterns and issues specific to certain items.

Where to get

Found in the material document item table MSEG, field MATNR. Master data is in table MARA.

Examples
RM-1001FG-2050-B100-400-A
Movement Reason Code
MovementReasonCode
A code that specifies the reason for an inventory movement.
Description

The Reason for Movement code provides additional context for why a goods movement was carried out. It is often used to explain unplanned movements, such as inventory adjustments, returns, or scrapping.

This attribute is extremely valuable for root cause analysis. For the 'Manual Inventory Adjustment Drivers' dashboard, analyzing by reason code can reveal why discrepancies occur, such as damage, theft, or data entry errors. This insight helps businesses address the underlying problems rather than just correcting the symptoms.

Why it matters

It explains the 'why' behind unplanned inventory movements, enabling targeted root cause analysis.

Where to get

Found in the material document item table MSEG, field GRUND (Reason for Movement).

Examples
00010005102
Movement Type
MovementType
A three-digit key in SAP that controls how a goods movement is posted.
Description

The Movement Type is a critical control key in SAP Inventory Management that determines the characteristics of a material movement. It specifies which accounts are updated, how the screen layout appears for the transaction, and what quantity or value fields are updated. For example, '101' is for goods receipt, '311' is for a transfer posting, and '551' is for scrapping.

This attribute is often the source for deriving the user-friendly 'Activity' name. Analyzing processes by Movement Type allows for a detailed, technical view of how inventory is flowing. It is essential for validating the accuracy of the process map and for identifying specific types of transactions that may be causing bottlenecks or deviations.

Why it matters

It provides a precise, technical classification of each inventory event, which is crucial for deriving activities and for detailed analysis.

Where to get

Found in the material document item table MSEG, field BWART (Movement Type).

Examples
101311261551601
Plant
Plant
The organizational unit representing a facility where inventory is located, such as a factory or distribution center.
Description

A Plant is a central organizational unit in SAP that can represent a production facility, a central storage location, or a corporate headquarters. All inventory is physically or logically located within a Plant.

Analyzing by Plant is fundamental for comparing process performance across different physical locations. It helps answer questions like, 'Which plant has the longest put-away cycle time?' or 'Is the inventory discrepancy rate higher in Plant A than in Plant B?'. This geographical or organizational segmentation is key to identifying location-specific issues and sharing best practices across the organization.

Why it matters

It enables comparison of inventory processes and performance across different company locations.

Where to get

Found in the material document item table MSEG, field WERKS (Plant).

Examples
10001710DE01US01
Quantity
Quantity
The quantity of the material involved in the inventory movement.
Description

This attribute represents the amount of material that was moved, received, issued, or adjusted in a given activity. It is recorded in the base unit of measure for the material.

Analyzing the quantity is crucial for understanding the scale and impact of inventory processes. It allows for the creation of dashboards that visualize the volume of goods being handled, such as 'Goods Issue Throughput by SKU'. It is also used to calculate KPIs like the 'Stock Scrapped/Disposed Ratio', providing a quantitative dimension to the process analysis that goes beyond just counting events.

Why it matters

It quantifies the volume of material in each activity, enabling analysis of throughput, scrap volume, and adjustment impact.

Where to get

Found in the material document item table MSEG, field MENGE (Quantity).

Examples
10012.55000-10
Storage Location
StorageLocation
A specific location within a Plant where stock is physically stored.
Description

A Storage Location is an organizational unit that allows for the differentiation of material stocks within a Plant. For example, a plant might have separate storage locations for raw materials, finished goods, and quality inspection stock.

This attribute provides a more granular level of location detail than the Plant. It is used in analysis to understand movements between different stock areas, such as the lead time for transfers from the receiving area to the main warehouse. Analyzing storage utilization and movement frequency by storage location helps optimize warehouse layout and internal logistics.

Why it matters

It provides a granular view of stock location within a plant, helping to analyze internal movements and storage efficiency.

Where to get

Found in the material document item table MSEG, field LGORT (Storage Location).

Examples
0001RM01FG01QI01
User Name
UserName
The user ID of the person who executed the transaction in SAP.
Description

This attribute captures the SAP user ID of the employee who posted the document or executed the activity. It provides traceability by showing who is responsible for specific actions within the inventory management process.

Analyzing by user is essential for understanding performance, compliance, and training needs. For instance, the 'Manual Inventory Adjustment Drivers' dashboard uses this attribute to see who performs the most adjustments. It can help identify users who may require additional training, highlight unauthorized activities, or recognize top performers.

Why it matters

It provides accountability and helps identify user-specific behaviors, training needs, or compliance issues.

Where to get

Found in the material document header table MKPF, field USNAM (User Name).

Examples
JSMITHMBROWNWAREHOUSE_OPS
Expiration Date
ExpirationDate
The date on which the batch of material expires and is no longer usable.
Description

The Shelf Life Expiration Date (SLED) is a critical piece of master data for perishable or time-sensitive goods. It is managed at the batch level and dictates when a product can no longer be sold or consumed.

This attribute is essential for the 'Obsolete & Expired Stock Analysis' dashboard. By analyzing activities in the context of the expiration date, businesses can identify batches at risk of expiring and take proactive measures. It helps in measuring the effectiveness of inventory rotation policies like First-Expired-First-Out (FEFO) and in quantifying losses due to scrapped expired stock.

Why it matters

It enables the analysis of obsolete and expired stock, helping to minimize waste and financial loss.

Where to get

Found in the batch master table MCH1 or MCHA, field VFDAT (Shelf Life Expiration Date).

Examples
2024-12-312025-06-302024-09-01
Last Data Update
LastDataUpdate
The timestamp indicating when the data for this record was last refreshed from the source system.
Description

This attribute records the date and time of the most recent data extraction or update from the source system. It provides crucial metadata about the freshness of the information being analyzed. This helps users understand if they are looking at near real-time data or a snapshot from a previous period.

In any analysis, knowing the data's timeliness is key to making relevant and accurate conclusions. This field allows analysts and business users to confirm the data's currency and is often displayed in dashboards to provide context to the presented insights.

Why it matters

It informs users about the freshness of the data, ensuring that analyses are based on up-to-date information.

Where to get

This timestamp is generated and added during the data extraction, transformation, and loading (ETL) process.

Examples
2024-05-21T08:00:00Z2024-05-20T08:00:00Z
Material Document Number
MaterialDocumentNumber
The unique number identifying the material document that records the goods movement.
Description

When a goods movement is posted in SAP, the system generates a material document as proof of the movement. This attribute is the unique identifier for that document. A single material document can contain multiple items or activities.

In process mining, the Material Document Number is a key transactional identifier that can be used to group related events that were posted together. It is also essential for auditing and for drilling down from the process analysis into the source system to investigate specific transactions.

Why it matters

It serves as a transactional key for auditing and allows grouping of activities that were executed together.

Where to get

Found in tables MKPF (header) and MSEG (item), field MBLNR (Number of Material Document).

Examples
490000123450000056784900002345
Order Fulfillment Cycle Time
OrderFulfillmentCycleTime
The end-to-end duration from when picking starts to when goods are issued for delivery.
Description

This is a calculated metric that measures the total time from the 'Picking Initiated' activity to the 'Goods Issue for Delivery Posted' activity. It represents the total time taken by the warehouse to prepare and ship a customer order once the process begins.

This attribute is a direct measure of the 'Order Fulfillment Cycle Time' KPI. Analyzing this duration helps businesses understand their responsiveness to customer demand. It can be broken down by product, warehouse, or customer to identify where delays are occurring in the pick, pack, and ship process, directly impacting customer satisfaction and logistical efficiency.

Why it matters

It measures the speed and efficiency of the warehouse outflow process, which is a key factor in customer satisfaction.

Where to get

This is a calculated attribute, derived by computing the time difference between the 'Picking Initiated' and 'Goods Issue for Delivery Posted' events for each batch.

Examples
7200144003600
Quality Inspection Cycle Time
QualityInspectionCycleTime
The duration a batch spends in quality inspection before being released.
Description

This calculated metric measures the time elapsed between the 'Stock Posted to Quality Inspection' activity and the 'Quality Inspection Stock Released' activity for a given inventory batch. It represents the time that goods are unavailable for use due to quality control processes.

This attribute directly supports the 'Quality Inspection Cycle Time' KPI and dashboard. By calculating and analyzing this duration, businesses can identify bottlenecks in the quality process, compare performance across different materials or plants, and find opportunities to streamline inspections to improve overall stock availability and reduce lead times.

Why it matters

It quantifies delays caused by quality control, highlighting opportunities to increase stock availability and process speed.

Where to get

This is a calculated field, derived by finding the time difference between the timestamps of the start and end activities of the quality inspection phase.

Examples
2880086400172800
Source System
SourceSystem
Identifies the source system from which the data was extracted.
Description

This attribute specifies the system of record where the inventory management data originated. In this context, it would be the specific SAP S/4HANA instance. This information is crucial in environments where data might be pulled from multiple ERPs, warehouse management systems, or legacy platforms.

While it may seem static in a single-system analysis, it becomes vital when merging data from different sources to create a holistic process view. It helps in data governance, troubleshooting data extraction issues, and ensuring data lineage is clear.

Why it matters

It provides context about the data's origin, which is essential for data governance and multi-system analysis.

Where to get

This is typically a hardcoded value set during the data transformation process to identify the specific SAP S/4HANA instance.

Examples
S4H_PROD_100SAP_S4_FINANCES4HANA_GLOBAL
Stock Type
StockType
Indicates the status of the inventory, such as unrestricted, in quality inspection, or blocked.
Description

Stock Type categorizes inventory based on its usability. The main types are unrestricted-use stock (freely available), quality inspection stock (awaiting quality checks), and blocked stock (not available for use). Goods movements often involve changing the stock type.

Tracking changes in stock type is fundamental to understanding the inventory availability process. It directly supports activities like 'Stock Posted to Quality Inspection' and 'Stock Status Changed to Blocked'. Analyzing the time spent in each stock type, especially 'quality inspection', is key for identifying delays that impact the availability of goods for sale or production.

Why it matters

It tracks the usability status of inventory, which is crucial for analyzing delays in quality inspection and stock availability.

Where to get

Found in the material document item table MSEG, field INSMK (Stock Type).

Examples
Unrestricted-UseQuality InspectionBlocked Stock
Storage Bin
StorageBin
The most granular storage unit in a warehouse where materials are physically located.
Description

A Storage Bin represents a specific coordinate in a warehouse, such as a rack location. This level of detail is typically used when SAP Warehouse Management (WM) or Extended Warehouse Management (EWM) is implemented.

For the 'Warehouse Storage Utilization' dashboard, this attribute is critical. It allows for analysis of how effectively warehouse space is being used, identifies potential congestion hot spots, and can reveal inefficient put-away or picking paths. Analyzing movements between storage bins helps to optimize warehouse layout and reduce travel time for operators.

Why it matters

It provides the most granular location data, enabling analysis of warehouse space utilization and operational efficiency.

Where to get

If using WM, this can be found in transfer order tables like LTAK/LTAP. For inventory documents, it might be in MSEG-LGPBE. Consult SAP S/4HANA documentation.

Examples
A-01-01-AB-05-10-CRCV-AREA-01
Unit Of Measure
UnitOfMeasure
The unit in which the quantity of the material is measured (e.g., pieces, kilograms).
Description

The Unit of Measure specifies the unit for the 'Quantity' attribute. Common examples include pieces (PC), kilograms (KG), liters (L), or boxes (BOX). This provides essential context for the quantity field.

While often used as a simple descriptor, this attribute is important for ensuring data quality and for analyses where different units need to be converted to a common standard. For example, to accurately calculate the total value of scrapped inventory, quantities in different units must be understood and potentially converted.

Why it matters

It provides essential context to the 'Quantity' attribute, ensuring accurate interpretation of material volumes.

Where to get

Found in the material document item table MSEG, field MEINS (Base Unit of Measure).

Examples
PCKGEAM
Required Recommended Optional

Inventory Management Activities

These are the key process steps and milestones to capture in your event log for accurate inventory process discovery.
7 Recommended 7 Optional
Activity Description
Goods Issue for Delivery Posted
Records the final step of the outbound process, where ownership of the batch is transferred to a customer or carrier. This is an explicit transaction that reduces inventory and posts to accounting.
Why it matters

This is a key completion event for the order fulfillment process. It is crucial for measuring on-time delivery and calculating the overall order fulfillment cycle time.

Where to get

Recorded in the MATDOC table. Identified by the Movement Type (BWART) for goods issue to a sales order delivery, typically 601.

Capture

Captured from material documents in MATDOC with movement type 601.

Event type explicit
Goods Issue for Production Posted
Represents the consumption of an inventory batch by a production or process order. This transaction reduces inventory and allocates the material cost to the manufacturing order.
Why it matters

This is a primary consumption event, marking the end of the inventory lifecycle for components. It's critical for analyzing material availability for production and consumption patterns.

Where to get

Recorded in the MATDOC table. Identified by Movement Types (BWART) for goods issue to an order, such as 261.

Capture

Captured from material documents in MATDOC with movement type 261.

Event type explicit
Goods Receipt Posted
Marks the initial entry of an inventory batch into the warehouse, typically from a supplier or production. This event is explicitly captured in SAP S/4HANA as a material document is created upon receiving the goods.
Why it matters

This is the primary start event for the inventory lifecycle. Analyzing the time from this activity to others, like put-away, is crucial for measuring receiving dock efficiency.

Where to get

Recorded in the MATDOC table. Identified by specific Movement Types (BWART), such as 101 for Purchase Order receipts or 103 for GR into blocked stock.

Capture

Captured from material documents in MATDOC with corresponding goods receipt movement types.

Event type explicit
Inventory Adjustment Posted
Records a change in stock quantity resulting from a physical inventory count or other discrepancy. This event explicitly adjusts the book inventory to match the physical count.
Why it matters

These adjustments are critical for maintaining inventory accuracy. A high frequency of adjustments indicates underlying problems in stock handling, security, or data entry.

Where to get

Recorded in the MATDOC table. Identified by physical inventory Movement Types (BWART), such as 701 (inventory gain) or 702 (inventory loss).

Capture

Captured from material documents in MATDOC with physical inventory adjustment movement types (e.g., 701, 702).

Event type explicit
Put-Away Transfer Posted
Represents the physical movement of the batch from a receiving or staging area to its final storage location or bin. This is recorded as a transfer posting material document in SAP.
Why it matters

Completes the inbound receiving process. The time taken to complete this activity, known as put-away time, is a critical KPI for warehouse efficiency.

Where to get

Recorded in the MATDOC table as a transfer posting, often between storage locations (e.g., Movement Type 311). The specific movement can vary based on warehouse structure.

Capture

Identified by transfer posting documents in MATDOC that move stock from an interim/receiving SLoc to a final storage SLoc.

Event type explicit
Quality Inspection Stock Released
Indicates that a batch has passed quality inspection and is now available for use or put-away. This is recorded as an explicit transfer posting from quality stock to another stock type, like unrestricted use.
Why it matters

This milestone marks the completion of the quality process, making the inventory available. Delays here can cause significant downstream issues in production or fulfillment.

Where to get

Recorded in the MATDOC table as a transfer posting. Typically identified by Movement Type (BWART) 321, moving stock from 'Quality Inspection' to 'Unrestricted-use'.

Capture

Captured from material documents in MATDOC with movement type 321.

Event type explicit
Stock Scrapped
Marks the final disposal of an inventory batch, removing it from inventory records permanently. This typically occurs for expired, damaged, or obsolete stock.
Why it matters

This is an end event representing a financial loss. Analyzing scrapping events helps identify issues with inventory aging, handling procedures, or demand forecasting.

Where to get

Recorded in the MATDOC table. Identified by Movement Types (BWART) for scrapping, such as 551 (from unrestricted), 553 (from QI), or 555 (from blocked).

Capture

Captured from material documents in MATDOC with scrapping movement types (e.g., 551).

Event type explicit
Batch Status Changed
Reflects a change in the batch master record, such as changing its status from 'Unrestricted' to 'Restricted'. This is not a material movement but a change to master data, which is logged.
Why it matters

Changes in batch status directly impact its usability in sales or production. Analyzing these changes can reveal issues with expiring stock or quality control that don't involve physical movement.

Where to get

Inferred from change logs for the Batch Master tables (MCH1, MCHA). The CDHDR and CDPOS tables track changes to the batch status field (MCH1-ZUSTD).

Capture

Derived from change documents in CDHDR/CDPOS for the status field in the batch master record (MCH1-ZUSTD).

Event type inferred
Internal Stock Transfer Posted
Captures the movement of an inventory batch between different storage locations or bins within the same plant. This is an explicit transaction creating a material document.
Why it matters

Tracking internal transfers helps analyze warehouse operational efficiency, identify unnecessary movements, and measure the lead time for stock replenishment between locations.

Where to get

Recorded in the MATDOC table. Commonly identified by Movement Type (BWART) 311 for storage location to storage location transfers.

Capture

Captured from material documents in MATDOC with movement types for internal stock movements (e.g., 311).

Event type explicit
Picking Initiated
Marks the start of the order fulfillment process where a warehouse task is created to pick a batch from its storage bin. This is often captured when a Transfer Order or Warehouse Task is created.
Why it matters

This activity is the trigger for the picking process. Analyzing the time from this event to picking completion helps measure warehouse operator efficiency and identify delays.

Where to get

This is typically not in MATDOC. In systems with Warehouse Management (WM/EWM), this is inferred from the creation timestamp of a Transfer Order (LTAK table) or Warehouse Task.

Capture

Inferred from creation record of a Transfer Order (in WM) or Warehouse Task (in EWM) linked to the material batch.

Event type inferred
Sales Return Received
Captures the return of a previously issued batch from a customer back into the warehouse. This is an explicit transaction that increases inventory.
Why it matters

Tracking returns is essential for understanding product quality issues and customer dissatisfaction. The process for handling and dispositioning returns can also be a source of inefficiency.

Where to get

Recorded in the MATDOC table. Identified by Movement Types (BWART) for sales returns, such as 651 (to unrestricted) or 653 (to quality inspection).

Capture

Captured from material documents in MATDOC with sales return movement types (e.g., 651, 653).

Event type explicit
Stock Posted to Quality Inspection
Represents the movement of a received batch into a quality inspection holding status, making it unavailable for use until cleared. This is an explicit transaction in SAP, changing the stock type of the batch.
Why it matters

This activity initiates the quality inspection process. The duration between this and the release from QI is a key metric for understanding quality-related delays.

Where to get

Recorded in the MATDOC table. This can be a goods receipt movement (e.g., 101) with the Stock Type (INSMK) set to 'Q' (Quality Inspection) or a transfer posting (e.g., 322).

Capture

Identified by material documents in MATDOC that place inventory into the 'Quality Inspection' stock type.

Event type explicit
Stock Status Changed to Blocked
Represents a change in the batch's status, making it unavailable for issue, often due to damage, hold requests, or other reasons. This is an explicit transfer posting in SAP.
Why it matters

Highlights interruptions in inventory availability. A high frequency of blocking events can indicate issues with handling, storage conditions, or supplier quality.

Where to get

Recorded in the MATDOC table as a transfer posting. Commonly uses Movement Type (BWART) 344 to move stock from 'Blocked' to 'Unrestricted', and 343 to move from 'Unrestricted' to 'Blocked'. This activity is for 343.

Capture

Identified by material documents in MATDOC with movement type 343.

Event type explicit
Stock Status Changed to Unrestricted
Represents a change in the batch's status, releasing it from a blocked or quality hold and making it available for use. This is recorded as an explicit transfer posting.
Why it matters

This activity marks the resolution of an inventory hold. The time stock spends in a blocked state can be analyzed to improve resolution processes.

Where to get

Recorded in the MATDOC table as a transfer posting. Movement Type (BWART) 344 moves stock from 'Blocked' to 'Unrestricted-use'.

Capture

Identified by material documents in MATDOC with movement type 344.

Event type explicit
Recommended Optional

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