通过项目管理进行提前采购的模式说明.doc

Advance Procurement of Material through Project Systems (PS)Written by Uddhab Paul (105159)Reviewed By Tapan Agarwal (49534)Date 24.09.2008Project DetailsH/W PlatformIntel PentiumS/W PlatformSAP R3 release 5.0Application TypeERPProject TypeImplementationPurpose: This document gives a detailed description of how to go for Advance Procurement of Materials through Project Systems. This scenario is suitable for Engineered to Order process where many long lead items are procured well in advance before making the BOM to give the delivery of the finished product on time.Declaration: I hereby declare that this document is based on my personal experience(s). To the best of my knowledge, this document does not contain any material that infringes the copyrights of any other individual or organization including the customers of Infosys. References:/What is Advance Procurement?The Advance Procurement function is to generate preliminary requirements when you assign a material component to a network activity. Preliminary requirements cover real requirements that are generated at a later point of time. This is useful if material components have a long replenishment time (planned delivery time or in-house production time). ScenarioLet us assume that we have received an order as Engineered to Order scenario. Here after receiving the order, the designing activity will start and a proper GA drawing will be prepared at a later stage. However some of the long lead time items like iron plates, bushes, motors, clutches, bearings, etc can be procured in advance. Afterwards when a real requirement is generated and the system finds a component for which a sufficiently large planned independent requirement exists in the same individual stock segment, then these requirements will be set off against each other. This means that if an advance procured item is there in one WBS and the real requirement is there on the same WBS, the system will automatically set off the advance procured items. This feature will help to plan for long lead items well in advance and thus enabling to meet the delivery date of the customer. A structural presentation is given as below.Project DefinitionInquiryQuotationOrder ReceivedSales OrderWarrantyEngg & DesignPre SalesSupplyInstallation & CommissioningLong Lead BOM (Advance Procured Item)Detailed Design and GA preparationDetailed BOMGenerate PR / PIRMRP runManufacturing ProcessSub AssemblyManufacture ofLong Lead BOMSet off Advance Procured ItemsPurchase OrderPurchase RequisitionPlanned OrderProduction OrderStock IssueFig1: ETO scenario: In view of Advance Procured ItemsSteps to create the Advance Procured MaterialStep A: Define Procurement Indicators for material components (T-code: OPS8)(SPRO Project System Material Procurement Define Procurement Indicators for Material Components)The procurement indicator is defined to initiate the generation of requirement through the Project System.We can define procurement indicators for frequently used combinations of settings for procurement. The indicator combines the following parameters:1. The priority for plant stock, project stock, and sales order stock; this determines in which stock the components are kept.2. Indicator for Purchase Requisition in network, Third party orders and Preliminary requirements3. Item category for Stock Item (L), Non Stock Item (N), etcStep B: Define Checking Rule for Availability Control (SPRO Project System Material Availability Check Define Checking Rules)This checking rule is to be defined for the Project System.Step C: Define Checking Scope (T-code: OPJJ)(SPRO Project System Material Availability Check Define Checking Scope)Assign Availability Control i.e 02 (Individual Requirement) to the Project System (PS) Checking Rule Step D: Define Checking Control (T-code: OPJK)(SPRO Project System Material Availability Check Define Checking Control)The plant (1011) is being assigned to the Order Type / Control Key (PS01) and Business Function (2)The material availability is being checked for a particular combination of Plant / Order Type / Availability Check. Step E: Go to Project Builder (CJ20N) and attach the material in the activity.1. PIR generation: Assign the material to the particular activity. Select the Procurement Type (ZAP) and Item Category (L) with the requirement date (29.09.2009) and quantity (1 No.). Then Save it.The Requirement can be seen in MD042. PR generation: This is for the direct PR generation through the Project Systems. Assign the material to the particular activity. Select the Procurement Type (ZPR) and Item Category (N) with the requirement date (29.09.2009) and quantity (2 Nos.). Then Save it.The PR number (10002431) will be displayed in the Project SystemThe Requirement can be seen in MD04Step F: Now run the MRP in MD02 (Material Level) or in MD51 (Project Level) Step G: The generat