Classification Distribution (edit as needed)

[ ] Basic Knowledge  Training FLdr +

One Point Lesson

[ ] Problem Solving  Department Ldrshp +
[ ] Improvement  IM Pillar Rep +
[ ] Clng/Insp/… Standard  AM Pillar Rep +
Preparer: Pamela Hendrickson Date: Sept. 7, 2006, Organization: Global SAP
March 26, 2011

SUBJECT: Completing the Quarterly Healthcheck

1) Complete the top portion of the healthcheck with the dates and values from the most recent
IA/CSA/SERPAT:

SCRAPPING AUTHORIZATION:
2) For the previous quarter, review all 551 movements. Use transaction MB51 with this criteria:

3) Select . For each movement, there should be a corresponding signed authorization.

Calculate the percentage of movements that were authorized. Record the value.

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INVENTORY ADJUSTMENT AUTHORIZATION:
4) For the previous quarter, review all 701/702/989/990 movements. Use transaction MB51 with
this criteria:

5) Select . For each movement that meets the site set threshold for amount (if any), there
should be a corresponding signed authorization. Calculate the percentage of movements that
were authorized. Record the value.

INVENTORY ADJUSTMENTS: EXPECTED TO ACTUAL:

6) Determine how many adjustments there were in the previous quarter, that were not part of
physical inventory counting. Review all 989/990 movements. Use MB51, with this criteria:

7) Count the quantity of 989/990 movements that there are.

8) Follow the menu path

, to
determine the expected amount of adjustments. Run with this selection criteria:

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The report can only be run by month. Execute the report three times, once for each month in the
quarter. Review the results for each month. Add the three “Forecast Adjustment” values to get
the total expected adjustments for the quarter.

9) Divide the total adjustments by the total expected adjustments, to get a percentage. An
acceptable value will be between 50% and 150%.

10) Record the percentage:

QUANTITY BLOCKED INVOICES:

11) Follow the menu path

. Run
with this selection criteria:

12) Count all invoices with a Blockdate more than 3 months old, and record the value:

PARKED CREDIT REPORT:

13) Use the transaction code ZRHC, or the menu path P&G Report Menu>Storeroom>Inventory
Management>Inventory Controlling>ZRHC - Summary Report for Receiving Healthcheck.
14) Fill in your plant code (required) and any other limiting criteria you want (date, specific
materials, etc.)

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15) Select .

16) Review the results. Those items with a message type that is red (first column) should be
counted for the storeroom scorecard.

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ITEMS NOT INVENTORIED:

17) Follow the menu path

. Run
with this selection criteria for your plant code and storage location:

18) Record the quantity of records from the output:

OPEN INVENTORY DOCUMENTS:

19) Follow the menu path

. Run
with this selection criteria for your plant code and storage location:

20) Record the quantity of records from the output:

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RECEIPT TESTING:
21) Select 10 Bills of Lading (BOL’s) from the previous quarter. For each part, use MB51, with
the posting date equal to the date the BOL is stamped as received:

22) Check all 10 BOL’s. Calculate a % of the parts that had a Goods Receipt movement done on
the same day as the date on the BOL. Record the value:

UPDATE THE STOREROOM SCORECARD:

23) On the overall Storeroom Scorecard, record the date that the quarterly healthcheck items
were completed.

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