sap-user manual-sourcing and procurement-6jun19 · title: microsoft powerpoint - sap-user...

User Manual - SAP S/4 HANA Sourcing & Procurement for Purchase & Stores

DIGITSIndian Institute of Science

Bangalore 560012sapsupport@iisc.ac.in

06 June 2019

https://digits.iisc.ac.in/wp-content/uploads/2019/06/sap-user manual-sourcing and procurement.pdf

Sourcing & Procurement for Purchase & Stores

Outline

• Login• Purchase Requisition• Purchase Order• Goods Receipt• Invoice Parking• Stores Delivery Note• Reservation

Log in to IISc SAP S/4 HANA system using https://sap.iisc.ac.in

Use the URL: https://sap.iisc.ac.inin any browser and you will see this screen

Use the username password shared by the DIGITS team

You will be prompted to change your password the first time you log in

A maximum of three attempts are allowed before the account gets locked

If you forget your password or to unlock your account, please send an email to sapsupport@iisc.ac.infor resetting the password.

Purchase Requisition

Click on “Purchase Requisition Processing” on Home Screen

Click on “Create Purchase Requisition”

Purchase Requisition

Select the type of PR from the dropdown menu

Select Document type

• ZAPR-Admin PR

• ZDPR- Domestic PR

• ZFPR- Foreign PR

Purchase Requisition

Enter Account Assignment Category (P-Project, K-Cost Center, F-Internal Order and Blank)

If Account assignment Category is "P" give WBS element and If Account assignment Category is "K" give Cost center If Account assignment Category is "F" give Internal Order.

Purchase Requisition

Enter Account Assignment Category (P-Project, K-Cost Center, F-Internal Order and Blank)

Enter Material Code from Material Master, Quantity

Enter Plant and Purchase Group

Enter Material Cost

We can use search option for material, plant, purchase group

Check and Save

Purchase Requisition

System Will Generate Purchase Requisition Number for Future Tracking Purpose

Purchase Requisition

Using Purchase Requisition number we can edit the purchase requisition using “Change Purchase Requisition ” tile.

We can display Purchase Requisition using “Display Purchase Requisition” tile.

Purchase Order

Click on “Purchase Order Processing” on Home Screen

Click on “Create Purchase Order”

Purchase Order

Select the type of Purchase Order from the dropdown menu

Select Document type

• ZAPO- Admin PO

• ZDPO - Domestic PO

• ZFPO - Foregin PO

• ZWPO - Work Order

Purchase Order

Enter Org. Data in header

• Purch. Org. – 1000

• Purch.Group - Relevant Dept.code

• Company Code - 1000

You can search Purchase Group with search option

Purchase Order

Enter vendor

Using Purchase Requisition as a reference we can create Purchase order by entering the PR number in purchase requisition field and press Enter.

Purchase Order

The Purchase order fields will get auto populated, you can check the data and changes can be made if any required

Check and Save

Purchase Order

System Will Generate Purchase Order Number for Future Tracking Purpose

Purchase Order

We can display purchase order using tile "Display Purchase order”

Purchase Order

The purchase order have release strategy (Approval) which will get auto trigged when we save purchase order and the approval matrix can be seen in display purchase order.

Purchase Order

The approval will auto flow to the concern person inbox.

The approver can “Approve or Reject” from its inbox itself.

Purchase Order

You can track the progress of approval from display purchase order tile.

It will show green tick in status column against the respective level.

Purchase Order Status

Click on “Procurement Report” on the home screen

Click on “Purchase Order Status”

Goods Receipt

Click on “Inventory Management” on Home Screen

Click on “Good Movement “

Goods Receipt

Select 'Good Receipt' transaction type, 'Purchase Order' as reference document from the drop down and enter Purchase Order Number

The field will auto populate from the purchase order. We can change the fields if required.

Tick Mark Item OK and click on Check and Post

Goods Receipt

System Will Generate Material Document No. for Future Tracking Purpose

Goods Receipt

System Will Generate Material Document No. for Future Tracking Purpose

Invoice Parking

Stores Delivery Note (SDN)

Reservation

Click on “Reservation” on Home Screen

Click on Create Reservation.

Reservation

Enter Base Date(SDN Date)

Enter Movement type(201,221)

Plant

Reservation

Enter Cost Center / WBS Element

Enter Material Code

Enter Quantity

Reservation

System Will Generate Material Document No. for Future Tracking Purpose