EN_SAP_MM_Purchasing.doc

MM - Purchasing1.Purchase Requisiton31.1Overview31.2Transactions / Menu path31.3Create Purchase Requisition51.3.1.Account Assignment61.3.2.Valuation71.3.3.Tab Status8Reason for Item Block91.3.4.Tab Contact Person91.3.5.Tab Release Strategy101.3.6.Reiter Texte101.3.7.Tab Reiter Anlieferadresse10List Display Purchase Requisitions111.4Assign and process purchase requisition131.4.1.Transaction ME57131.4.2.Assignment list ME58161.4.3.Document Overview ME21N171.4.4.Automatic Purchase Order Creation ME59N171.5Purchase Requistion Release181.5.1.Overview181.5.2.Transactions and Menu path191.5.3.Individual Release ME54N201.5.4.Collective Release ME55222.Request for Quotation242.1Overview242.2Transactions / Menu path242.3Create RFQ262.4Maintain Quotation293.Purchase Orders313.1Overview313.2Transactions / Menu path313.3Create Purchase Order33Purchase Order Unit of Measure35Order Price Unit (Purchasing)353.4Create PO via Purchase Requisition383.5Change Purchase Order403.6Display Stock Overview for purchase order414.Outline agreement434.1Overview434.2Transactions / Menu path434.3Create Contract455.Scheduling Agreement475.1Overview475.2Transactions / Menu path475.3Create Scheduling Agreement495.4Print Scheduling Agreement535.5Maintain Scheduling Agreement545.5.1.Maintain sch. Agreement Schedule ME38545.5.2.Automatic Scheduling Agreement Schedule Lines555.6Create SA Release565.6.1.View Mail Requests575.7List Displays for Scheduling Agreements596.Messages606.1Messages Purchase Order606.2Messages Outline Agreement - Contract616.3Messages Scheduling Agreement617.Subcontracting Process627.1Overview627.2Men-Pfad / Transaktion fr Lohnbearbeitungscockpit637.3Create Subcontracting PO (ME21N)647.4SC-Stock Monitoring for Vendor (ME2O)667.5Post Goods Receipt (MIGO)708.Blanket Purchase Order728.1Overview728.2Framework Order728.3Limit Framework Order739.Returns749.1Overview749.2Return with reference to material document751. Purchase Requisiton1.1 OverviewPurchase requisitions are internal documents for asking your Purchasing department to procure a particular quantity of a material or a service for a particular date. A purchase requisition can be created directly or indirectly. Direct means that a purchase requisition is created manually in the department that made the request. Whoever creates the purchase requisition determines which material or service is ordered, and the quantity and date. Indirect means that that purchase requisition from another SAP component is created automatically. Purchase requisitions can be created automatically, as follows:o In MRPo with maintenance orderso with production orderso with networks1.2 Transactions / Menu pathCreate / Change /Display Purchase Requisition:SAP Menu Logistics Material Management Purchasing Purchase Requisition Create (ME51N), Change (ME52N), Display (ME53N)List Display:SAP Menu Logistics Material Management Purchasing Purchase Requisition List Displays General (ME5A)Menu path1.3 Create Purchase RequisitionTransaction ME51NFieldsDescriptionM/O/CUser action and valuesDocument typeAllows a distinction to be made between various kinds of purchase requisitionUsing the document type, you can, for instance, differentiate between a standard purchase requisition and a requisition relating to a stock transport order, although both documents belong to the purchasing document category purchase requisition.The document type controls number assignment and the selection of fields to be maintained.NB Purchase requisitionIB Maintenance purch. req.LB Subcontracting purch. req.MB Prototype purch. req.ZE RepairsRV Outline agreement purch.Req.Me.g. NBAccount assignment categorySpecifies whether accounting for an item is to be effected via an auxiliary account (such as a cost center). Examples are:K Cost CenterP ProjectF OrderOe.g. K for cost centerMaterialEnter material number if applicable otherwise when ordering without material number enter short text.OMaterial numberShort textShort description of the material. When ordering with material number the short text is derived from the material master. When ordering w/o material number text needs to be entered.M / OEnter text when ordering without material number and with account assignmentQuantitySpecifies the quantity to be ordered, as stipulated in the purchase requisition.MUnit of measureSpecifies the unit of measure in which the requested material is to be ordered.Me.g. PCCategory of delivery dateIndicates whether the delivery date is to be entered and displayed as a calendar day, week or month.Me.g. DDelivery dateDate on which the goods are to be delivered or the service is to be performed.MPlantPlant in which you produce or for which you wish to procure materials or services.M9700Storage locationName of the storage location at which materials are stored. There can be one or more storage locations within a plant.Oe.g. 3000 for ReceivingPurchasing groupKey for a buyer or a group of buyers, who is/are responsible for certain purchasing activities.M800 oder 801RequisitionerIndicates for whom the material or external service shown in the purchase requisition is to be ordered.ODesired vendorSpecifies the number of the vendor suggested by the requisitioner to the purchasing department for this purchase order.OM = Mandatory field, O = Optional field, C = Conditional fieldFill mandatory fields, then continue with 1.3.1. Account AssignmentWhen ordering materials or services with account assignment you need to specify the account assignment data, for example G/L account and cost center, on the tab account assignment. FieldsDescriptionM/O/CUser action and valuesUnloading pointSpecifies the point at which the material is to be unloaded (for example, ramp 1).ORecipientSpecifies the recipient for whom the material or the service is destined.OG/L accountThe G/L account number identifies the G/L account in a chart of accounts.M / OMandatory for account assignment KCost centerKey uniquely identifying a cost center.M / OMandatory for account assignment KM = Mandatory field, O = Optional field, C = Conditional fieldVom Einfachkontierungsbild auf der Registerkarte Kontierung kann ber in das Mehrfachkontierungsbild gewechselt werden. Auf dem Mehrfachkontierungsbild kann mit zum Einfachkontierungsbild gewechselt werden. Mithilfe der Mehrfachkontierung knnen die Kosten fr eine Bestellpositionz. B. auf mehrere Kostenstellen verteilt werden entweder mengenmig oder prozentual.1.3.2. ValuationFieldsDescriptionM/O/CUser action and valuesValuation PriceShows the price of the requested material per price unit.The price and quantity set out in the purchase requisition determine the value of the purchase requisition item or purchase requisition. In turn, this value is applied in determining the release strategy for the requisition.OGoods ReceiptSpecifies whether the item involves a goods receipt.OInvoice ReceiptSpecifies whether an invoice receipt is linked to the purchase order item.OGR Non-Val.Specifies that the goods receipt for this item is not to be valuated.OM = Mandatory field, O = Optional field, C = Conditional field1.3.3. Tab StatusIf you want to track as a requester if the purchase requisition was processed , you can evaluate the processing status of the purchase requisition item (Status tab). The processing status tells you whether the position is ordered, not ordered, RFQ created or was converted into a framework agreement.FieldsDescriptionM/O/CUser action and valuesProcessing statusSpecifies the current processing status of the purchase requisition.OOdered QuantityIndicates the total quantity ordered to date.OBlock IDIndicates whether the purchase requisition item can be converted.OProcessing stateIndicates the processing phase the requisition is currently going through (e.g. In process of release).Oe.g. 03 In ReleaseBlock TextReason for Item BlockOM = Mandatory field, O = Optional field, C = Conditional field1.3.4. Tab Contact PersonFor you as a buyer, it is of interest how the purchase requisition is created in the system, either manually or automatically (e.g. via MRP). The create indicator on the tab contact person will show you that.FieldsDescriptionM/O/CUser action and valuesCreation IndicatorShows whether the purchase requisition or delivery schedule line was created manually or automatically (e.g. as a result of the requirements planning process).OM = Mandatory field, O = Optional field, C = Conditional field1.3.5. Tab Release StrategyAll purchase requisitions with account assignment will be subject to a release strategy for Jintan (J1)1.3.6. Reiter TexteHere you can maintained texts as required.1.3.7. Tab Reiter AnlieferadresseSave with List Display Purchase RequisitionsTransaction ME5AThe following limitations are recommended:Plant: 9700Purchasing group: 800 or 801Continue with Execute With double click you can display the purchase requisition.1.4 Assign and process purchase requisition1.4.1. Transaction ME57For a list of open requisitions the sources of supply can be assigned automatically. If multiple sources exist for a material, the desired source can be selected from the list of possible sources.After assigning the purchase requisitions can be saved or the assigned items can be converted into orders, delivery schedules and requests for quotations from the assignment overview.SAP Menu Logistics Material Management Purchasing Purchase Requisition Follow-On Functions Assign and Process (ME57)Purchasing group: 800 or 801Plant: 9700You can limit the selection further as needed (e.g. only released purchase requisitions etc.)Then continue with execute .Select desired purchase requisitionThen select .Source of supply is assigned.Then select .Select line and choose Process AssignmentsThe following functions are available to convert assigned purchase requisitions into follow-on documents in SAP: Assignment List ( ME58 ) Document overview in the create purchase order transaction - as a worklist ( ME21N ) Automatic purchase order generation ( ME59N )1.4.2. Assignment list ME58SAP Menu Logistics Material Management Purchasing Purchase Order Create Via assignment list (ME58)You get a list indicating the number of the assigned requisition positions per supplier . All purchase requisition items that are associated with a supplier without a contract, you can process / transform directly into a purchase order. Positions, which are associated with a contract or a scheduling agreement must be converted separately and individually.1.4.3. Document Overview ME21NInstead of creating orders via the assignment list , you can adjust the document overview in the Enjoy transaction Create Purchase Order so that purchase requisition items that are assigned to you, are displayed as a worklist. The document overview is an alternative to the assignment list if you select only the already allocated, released and still open purchase requisition.1.4.4. Automatic Purchase Order Creation ME59NSAP Menu Logistics Material Management Purchasing Purchase Order Create Automatically via purchase requisitions (ME59N)Purchase requistions with assigned source of supply can be transferred automatically into purchase orders. Prerequisites: Material master: Automatic PO indicator has to be set on plant specific purchasing data. Vendor Master: Automatic PO indicator has to be set on purchasing data. Valid conditions for the source determination need to exist (e.g. from a framework contract position or an info record).Then execute.1.5 Purchase Requistion Release 1.5.1. OverviewObjective of the release procedure for purchase requisitions is to prevent/control the creation of follow-on documents. Follow-on documents are request for quotations, purchase orders and framework agreements.There are two possibilities to release purchase requisitions: Individual ReleaseRelease individual items of a purchase requisition or the entire document. You can also rest the release of a purchase requisition here. Collective ReleaseYou can release multiple purchase requisition items or entire purchase requisitions with your release code. 1.5.2. Transactions and Menu pathSAP Menu Logistics Material Management Purchasing Purchase Requisition Release Individual Release (ME54N)SAP Menu Logistics Material Management Purchasing Purchase Requisition Release Collective Release (ME55)Menu path1.5.3. Individual Release ME54NPerform release by selecting Then save.1.5.4. Collective Release ME55Release Code J1 for JintanPurchasing group 800 or 801Plant 9700Then continue with execute.List with purchase requisitions for release is displayed.Select line then save.2. Request for Quotation2.1 OverviewA request for quotation (RFQ) is a request to a vendor to provide an offer for the supply of materials or provision of services. A RFQ consists of the RFQ header and the items. The RFQ header contains contains general information about the request, such as the suppliers address, the RFQ items contain the total quantities and delivery dates of the requested items2.2 Transactions / Menu pathSAP Menu Logistics Material Management Purchasing RFQ/Quotation Create / Change / Display (ME41/ME42/ME43)Menu path2.3 Create RFQTransaction ME41If a purchase requisition exists select Reference to PReq.Otherwise fill the fileds as follows:RFQ Type: ANLanguage Key: ENQuotation Deadline: as desiredPurchasing Organiyation: 9700Purchasing group: 800 or 801Continue with EnterHeader dataCurrency: CNYContinue with EnterItem OverviewEnter desired material (material number or short text), quantity, delivery date, material group and storage location: 3000.Confirm with Enter.Then maintain vendor address Then enter vendor number followed by enterThen save2.4 Maintain Quotation Transaction ME47Enter RFQ number and continue with enterMaintain price and save3. Purchase Orders3.1 OverviewThe purchase order is a formal request to a vendor to supply you with goods or services under the terms specified in the order. The purchase order determines if the material is delivered to replenish your warehouse or whether it is for consumption (e.g. cost center). Goods receipt and invoice verification are based on the purchase order.You can save data entry work when you create order lines with reference to an existing order or a purchase requisition, an offer or a contract3.2 Transactions / Menu pathSAP Menu Logistics Material Management Purchasing Purchase Order Create / Change / Display (ME2N1/ME22N/ME23N)Menu path3.3 Create Purchase OrderTransaction ME21NFieldsDescriptionM/O/CUser action and valuesDocument typeIdentifier allowing differentiation between the different kinds of requisition and purchase order in the SAP system.The order type controls the number assignment for a purchase order, for example, and determines which fields you must maintain.Me.g. NBVendorNumber and name of the vendor (external supplier) or supplying plant from which the materials are to be procured.MPurchasing OrganizationAn organizational unit in Logistics, subdividing an enterprise according to the requirements of Purchasing.A purchasing organization procures materials and services, negotiates conditions of purchase with vendors, and is responsible for such transactions.9700Purchasing groupKey for a buyer or a group of buyers, who is/are responsible for certain purchasing activities.M800 oder 801Company codeKey that identifies uniquely a Company code. The smallest organizational unit of Financial Accounting for which a complete self-contained set of accounts can be drawn up for purposes of external reporting.M970M = Mandatory field, O = Optional field, C = Conditional fieldFieldsDescriptionM/O/CUser action and valuesKSpecifies whether accounting for an item is to be effected via an auxiliary account (such as a cost center).The account assignment category determines which account assignment data (such as cost center, account number and so on) is necessary for the item.Oe.g. K for cost centerIItem category: Key defining how the procurement of a material or service item is controlled.The item category determines the field selection and whether any additional data screens are shown.In addition, it determines whether a goods receipt or invoice receipt is to follow.Examples include “ “ for Standard and L” for SubcontractingOe.g. “ = standardMaterialIf ordering with material number then enter material number. Otherwise Short text needs to be entered.OMaterial numberShort textShort description of the material. When ordering with material number then enter material number this will default from the material mas