best practices consumable purchasing-129

8/12/2019 Best Practices Consumable Purchasing-129

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EHP4 for SAP ERP6.0

June 2009

English

Consumable Purchasing(129)

SAP AGDietmar-Ho-Allee !669!90 "all#orf German$

%usiness Pro&ess Do&umentation



SAP Best Practices 'onsuma(le Pur&hasing )!29*+ %PD

Copyright

, 'o$right 2009 SAP AG. All rights resere#.

o art of this u(li&ation ma$ (e rero#u&e# or transmitte# in an$ form or for an$ urose /ithout theeress ermission of SAP AG. 1he information &ontaine# herein ma$ (e &hange# /ithout rior noti&e.

Some soft/are ro#u&ts marete# ($ SAP AG an# its #istri(utors &ontain rorietar$ soft/are &omonentsof other soft/are en#ors.

3i&rosoft "in#o/s E&el 5utloo an# Po/erPoint are registere# tra#emars of 3i&rosoft 'ororation.

%3 D%2 D%2 7niersal Data(ase S$stem i S$stem i8 S$stem S$stem 8 S$stem S$stem S$stem !0 S$stem 9 !0 9 iSeries Series Series Series eSerer :;3 :5S i8:5S S:<905S:<90 5S:400 AS:400 S:<90 Parallel Enterrise Serer Po/er;3 Po/er Ar&hite&ture P5"ER6=P5"ER6 P5"ER8= P5"ER8 P5"ER 5enPo/er Po/erP' %at&hPies %la#e'enter S$stemStorage GP>S HA'3P RE1A D%2 'onne&t RA'> Re#(oos 5S:2 Parallel S$sle 3;S:ESA

A? ntelligent 3iner "e(Shere etfinit$ 1ioli an# nformi are tra#emars or registere# tra#emars of%3 'ororation.

@inu is the registere# tra#emar of @inus 1oral#s in the 7.S. an# other &ountries.

A#o(e the A#o(e logo A&ro(at PostS&rit an# Rea#er are either tra#emars or registere# tra#emars of A#o(e S$stems n&ororate# in the 7nite# States an#:or other &ountries.

5ra&le is a registere# tra#emar of 5ra&le 'ororation.

7? ?:5en 5S>:! an# 3otif are registere# tra#emars of the 5en Grou.

'itri 'A Program eigh(orhoo# 3eta>rame "in>rame ;i#eo>rame an# 3ulti"in are tra#emars orregistere# tra#emars of 'itri S$stems n&.

H13@ ?3@ ?H13@ an# "<' are tra#emars or registere# tra#emars of "<' "orl# "i#e "e('onsortium 3assa&husetts nstitute of 1e&hnolog$.

Jaa is a registere# tra#emar of Sun 3i&ros$stems n&.

JaaS&rit is a registere# tra#emar of Sun 3i&ros$stems n&. use# un#er li&ense for te&hnolog$ inente#an# imlemente# ($ ets&ae.

SAP R:< SAP et"eaer Duet PartnerE#ge %$Design SAP %usiness %$Design an# other SAPro#u&ts an# seri&es mentione# herein as /ell as their rese&tie logos are tra#emars or registere#tra#emars of SAP AG in German$ an# other &ountries.

%usiness 5(Be&ts an# the %usiness 5(Be&ts logo %usiness5(Be&ts 'r$stal Reorts 'r$stal De&isions"e( ntelligen&e ?&elsius an# other %usiness 5(Be&ts ro#u&ts an# seri&es mentione# herein as /ell as

their rese&tie logos are tra#emars or registere# tra#emars of %usiness 5(Be&ts S.A. in the 7nite#States an# in other &ountries. %usiness 5(Be&ts is an SAP &oman$.

All other ro#u&t an# seri&e names mentione# are the tra#emars of their rese&tie &omanies. Data&ontaine# in this #o&ument seres informational uroses onl$. ational ro#u&t se&ifi&ations ma$ ar$.

1hese materials are su(Be&t to &hange /ithout noti&e. 1hese materials are roi#e# ($ SAP AG an# itsaffiliate# &omanies )CSAP GrouC* for informational uroses onl$ /ithout reresentation or /arrant$ ofan$ in# an# SAP Grou shall not (e lia(le for errors or omissions /ith rese&t to the materials. 1he onl$/arranties for SAP Grou ro#u&ts an# seri&es are those that are set forth in the eress /arrant$statements a&&oman$ing su&h ro#u&ts an# seri&es if an$. othing herein shoul# (e &onstrue# as&onstituting an a##itional /arrant$.

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Icons

Icon Meaning

'aution

Eamle

ote

Re&ommen#ation

S$nta

Eternal Pro&ess

%usiness Pro&ess Alternatie:De&ision 'hoi&e

Typographic Conventions

Type Style Description

Example text "or#s or &hara&ters that aear on the s&reen. 1hese in&lu#e fiel#names s&reen titles ush(uttons as /ell as menu names aths an#

otions.

'ross-referen&es to other #o&umentation.

Eamle tet Emhasie# /or#s or hrases in (o#$ tet titles of grahi&s an# ta(les.

E?A3P@E 1E?1 ames of elements in the s$stem. 1hese in&lu#e reort namesrogram names transa&tion &o#es ta(le names an# in#ii#ual e$

/or#s of a rogramming language /hen surroun#e# ($ (o#$ tet foreamle SE@E'1 an# '@7DE.

Example text S&reen outut. 1his in&lu#es file an# #ire&tor$ names an# their aths

messages sour&e &o#e names of aria(les an# arameters as /ell asnames of installation ugra#e an# #ata(ase tools.

EXAMPLE TEXT e$s on the e$(oar# for eamle fun&tion e$s )su&h as F2* or theENTER e$.

Example text Ea&t user entr$. 1hese are /or#s or &hara&ters that $ou enter in thes$stem ea&tl$ as the$ aear in the #o&umentation.

<Example text> ;aria(le user entr$. Pointe# (ra&ets in#i&ate that $ou rela&e these/or#s an# &hara&ters /ith aroriate entries.

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Contents

! Purose...................................................................................................................................... 8

2 Prereuisites............................................................................................................................... 8

2.! 3aster Data an# 5rganiational Data..................................................................................82.2 %usiness 'on#itions.............................................................................................................F2.< Roles.................................................................................................................................... F

< Pro&ess 5erie/ 1a(le.............................................................................................................

4 Pro&ess Stes............................................................................................................................. 9

4.! 'reating P5 for 'onsuma(le Goo#s....................................................................................94.2 Aroing : Releasing Pur&hase 5r#ers ...........................................................................!04.< Goo#s Re&eit of 'onsuma(les.........................................................................................!!4.4 'reating P5 for Seri&es....................................................................................................!<4.8 'reating Seri&e Entr$ Sheet )for Seri&es /ithout Seri&e 3aterial*................................!84.6 Aroing Seri&e Entr$ Sheet...........................................................................................!84.F noi&e Re&eit ($ @ine tem..............................................................................................!F4. 5utgoing Pa$ment..............................................................................................................!9

8 Aen#i................................................................................................................................... 20

8.! Reersal of Pro&ess Stes.................................................................................................208.2 SAP ERP Reorts..............................................................................................................2!8.< 7se# >orms........................................................................................................................22

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Consumable Purchasing

1 Purpose1his s&enario #eals /ith ur&hase or#er &reation a&tiities #uring the ro&urement ro&ess. talso #es&ri(es the a##itional ro&ess stes of a ur&hase or#er aroal goo#s re&eit of&onsuma(les aroal of seri&e entr$ sheets an# inoi&e re&eits ($ line item. n a##ition thero&ess &oers the relate# ro&essing of outgoing a$ments an# erio#-en# lant an# erio#-en# &losing.

'onsuma(le items )goo#s or seri&es* are entere# /ithout material num(er (ut rather a shorttet #es&rition as the main i#entifia(le &hara&teristi&. 1he ur&hase or#er is su(Be&t to aroal(ase# on re#efine# arameters (efore (eing issue# to a en#or.

1here is no inentor$ in the s$stem for &onsuma(le goo#s. %$ osting a goo#s re&eit the alueof the goo#s is eense# to a &ost &enter or another &ost element.

7on re&eit of inoi&es from the en#or the$ are entere# /ith referen&e to a &orreson#ingur&hase or#er roi#ing a three-/a$ mat&h of ur&hase or#er alue goo#s re&eit alue an#inoi&e alue. f there are an$ arian&es (et/een inoi&e an# ur&hase or#er alue the inoi&eis (lo&e# an# for/ar#e# to the Pur&hasing A#ministrator for aroal. 'he&s to en#ors aregenerate# (ase# on the net term &on#ition refle&te# on the inoi&e #erie# from the en#ormaster. ;arian&es #ue to #eiations from stan#ar# ri&e are &olle&te# in the ur&hasing &ost&enter an# allo&ate# to ro#u&t line leel (ase# on a re#efine# er&entage.

Pro&urement of a &onsuma(le seri&e follo/s the same general ro&ess. 1he #ifferen&e is thatthe &onsuma(le seri&e is not oste# /ith a goo#s re&eit (ut /ith a seri&e entr$ sheet. 1heinoi&e follo/s the same rules in (oth &ases.

2 Prereuisitesou hae entere# the master #ata reuire# to go through the ro&e#ures of this s&enario.Ensure that the follo/ing s&enario-se&ifi& organiational #ata an# master #ata eists (efore $outest this s&enario+

2!1 Master Data an" #rgani$ational Data

S%P &est Practices Stan"ar" 'alues

Essential master an# organiational #ata /as &reate# in $our ERP s$stem in the imlementationhase su&h as the #ata that refle&ts the organiational stru&ture of $our &oman$ an# master#ata that suits its oerational fo&us for eamle master #ata for materials en#ors an#&ustomers.

1his master #ata usuall$ &onsists of stan#ar#ie# SAP %est Pra&ti&es #efault alues an#ena(les $ou to go through the ro&ess stes of this s&enario.

%""itional Master Data (Deault 'alues)ou &an test the s&enario /ith other SAP %est Pra&ti&es #efault alues that hae thesame &hara&teristi&s.'he& $our SAP E'' s$stem to fin# out /hi&h other material master #ata eists.

sing *our #+n Master Data

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2!2 &usiness Con"itions

1he (usiness ro&ess #es&ri(e# in this Business Process Documentation is art of a (igger&hain of integrate# (usiness ro&esses or s&enarios. As a &onseuen&e $ou must hae&omlete# the follo/ing ro&esses an# fulfille# the follo/ing (usiness &on#itions (efore $ou &anstart going through this s&enario+

&usiness con"ition Scenario

ou hae &omlete# all releant stes #es&ri(e# inthe %usiness Pro&ess Do&umentation Prereq.Process Steps (154).

Prereq. Process Steps (154)

2!- .oles

se

1he follo/ing roles must hae (een installe# to test this s&enario in the SAP et"eaer%usiness 'lient )"%'*. 1he roles in this %usiness Pro&ess Do&umentation must (e assigne#to the user or users testing this s&enario. ou #o not nee# these roles if $ou are not using the"%' interfa&e (ut the stan#ar# SAP G7.

Prereuisites

1he (usiness roles hae (een assigne# to the user /ho is testing this s&enario.

&usiness role Technical name Process step

Emlo$ee)Professional7ser*

SAPI%PRIE3P@5EE-S Assignment of this role isne&essar$ for (asi&fun&tionalit$.

Pur&haser SAPI%PRIP7R'HASER-S 'reate P5 for 'onsuma(leGoo#s

'reate P5 for Seri&es

Pur&hasing3anager

SAPI%PRIP7R'HASER-3 Aroe Pur&hase 5r#ers

"arehouse 'ler SAPI%PRI"AREH57SE'@ER-S Posting Goo#s Re&eit of'onsuma(les

Seri&e Emlo$ee SAPI%PRISER;E3P@5EE-S 'reate or Aroe Seri&eEntr$ Sheet

A&&ounts Pa$a(le A&&ountant SAPI%PRIAPI'@ER-S noi&e Re&eit ($ @ine tem

- Process #vervie+ TableStep /ame 0ternal

Process.eerence

&usinessCon"ition

.ole TransactionCo"e

0pecte" .esults

'reate P5for

'onsuma(leGoo#s

Deman# for&onsuma(le)3R5* item

Pur&haser 3E2! Stan#ar# P5/ithout using

materials masters is&reate#.

'reate P5 Deman# for Pur&haser 3E2! Stan#ar# P5

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Step /ame 0ternalProcess

.eerence

&usinessCon"ition

.ole TransactionCo"e

0pecte" .esults

for Seri&es &onsuma(le

)3R5*seri&e

/ithout using

materials masters is&reate#.

AroePur&hase

5r#er

P5 aluee&ee#s

authoriationfloor )or#er

alue shoul#e&ee#80000E7R*

Pur&hasing3anager

3E2 P5 is aroe#.

Goo#sRe&eit of

'onsuma(les

nentor$ ofre&eie#en#orgoo#s

"arehouse'ler

3G5 3R5 eenses areu#ate#.

'reateSeri&e Entr$

Sheet

Seri&eshae (een

#one

Seri&eEmlo$ee

3@! Seri&e Entr$ Sheetis &reate#.

Aroe theSeri&e Entr$

Sheet

Seri&es are#one

&orre&tl$

Seri&eEmlo$ee

3@! Seri&e Entr$ Sheetis aroe#.

noi&eRe&eit ($@ine tem

Enternoi&e

re&eie#

A&&ountsPa$a(le A&&ountant

3R5 Pa$a(les an#seri&e eenses

are u#ate#.

5utgoingPa$ment

See 158 – AP –

AccountsPayales&enario

n thisa&tiit$ $ouro&ess the

outgoinga$ment.

1he outgoinga$ment isro&esse#.

G:@+ Perio#En# Plant

See 15! –"# –

Perio$en$

closin% in&inancial

accountin

% s&enario

n thisa&tiit$ $ou

han#leerio#-en#ro&essing

Perio#-en#ro&essing is

&omlete.

Process Steps

!1 Creating P# or Consumable 3oo"s

se

1his a&tiit$ &reates a ur&hase or#er for &onsuma(les.

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Proce"ure

!. A&&ess the transa&tion &hoosing one of the follo/ing naigation otions+

#ption 14 S%P 3raphical ser Interace (S%P 3I)S%P 0CC menu #o%istics→ 'aterials 'ana%ement → Purcasin%→

Purcase r$er → *reate → +en$or,Supplyin% Plant

-non

Transaction co"e 3E2!

#ption 24 S%P /et5eaver &usiness Client (S%P /5&C) via &usiness .ole

&usiness role Pur&haser

)SAPI%PRIP7R'HASER-S*

&usiness role menu Purcasin% → Purcase r$er→ Purcase r$er

→ *reate Purcase r$er

2. 5n the /nitial s&reen mae the follo/ing entries an# &hoose Enter +

6iel" name Description ser action an" values Comment

P type NB Standard PO

Purcasin% r%ani0ation(r%. Data)

>or eamle 1000

Purcasin% "roup (r%.Data)

>or eamle 100

*ompany *o$e (r%.

Data)

>or eamle 1000

+en$or >or eamle 300000

<. 5n the item line mae the follo/ing entries+


Account Assi%nment

*ate%ory

for &ost &enter

> for internal or#er

f $ou &hoose $oushoul# enter either &ost&enter !20! or !202 in A&&ount assignment

Sort text Enter #es&rition of item

uantity >or eamle 10 Enter a uantit$

2n PC Enter or#er unit

3et price >or eamle 10 EUR Enter a net ri&e

P2 PC Enter or#er ri&e unit

'aterial "roup 01

Plant >or eamle 1000 Enter releant lant

*urrency >or eamle EUR Enter ur&hase &urren&$

ax *o$e >or eamle V1 Enter ta &o#e

4. 'hoose Enter .

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8. 5n the Account Assi%nment ta( age if romte# enter cost center for eamle 1671 )forra/ an# semi finishe# materials* or 1676 )for HA"A materials* if Account Assi%nment*ate%ory is entere# as -. Enter internal or$er ia >4-Hel if Account Assi%nment *ate%ory isentere# as .

6. Enter the G:@ a&&ount (ase# on &onsuma(le for eamle 977777 )the a&&ount has to (esele&te# a&&or#ing to the reuire# goo#s*.

F. 'hoose Sa:e an# note the P5 num(er here+ IIIIIIIIIIIIIIIIIIIIIIIIIIIIII.

.esult

!. A ur&hase or#er is &reate#.

2. #ption %4 f the ur&hase or#er is a&&urate is a ur&hase or#er aroal reuire#K

A P5 aroal is onl$ reuire# /ith a alue higher than 800 E7R

• f es go to se&tion Appro:e Purcase r$ers.

• f o go to se&tion "oo$s ;eceipt o& *onsumales.

#ption &4 f the ur&hase or#er is not a&&urate u#ate the ur&hase or#er first an# then&ontinue /ith 5tion A )see a(oe*.

!2 %pproving , .eleasing Purchase #r"ers

se

1he ur&hase or#ers that reuire aroal are liste# an# reuire release ($ a releaseauthoriation erson.

Proce"ure


#ption 14 S%P 3raphical ser Interace (S%P 3I)

S%P 0CC menu #o%istics→ 'aterials 'ana%ement → Purcasin%→

Purcase r$er → *ollecti:e ;elease

Transaction co"e 3E29

2. 5n the ;elease Stan$ar$ P <<< s&reen &hoose the (utton Document lo n if notalrea#$ a&tiate#.

<. 'hoose the sele&tion &riteria Purcase r$ers in the list that aears /hen &li&ing the left(utton in the Document o:er:ie s&reen area.

4. 5n the Purcasin% Documents s&reen enter $our P5 num(er an# &hoose Execute.

1he ur&hase or#er ma$ nee# to (e release# ($ multile eole #een#ing on itsalue. 5n&e the last erson has release# the ur&hase or#er the Pur&hasing A#ministrator or lanner &an outut the ur&hase or#er )rint fa ED* if reuire#.

8. Go on the hea# of the ur&hase or#er an# &hoose release strate%y . 'hoose release options.

6. 1he release status &hange#.

F. 'hoose Sa:e.

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&usiness role Pur&hasing 3anager

)SAPI%PRIP7R'HASER-3*

&usiness role menu Purcasin% → Appro:al→ Purcasin% Documents!. 'hoose on the tae AllPurcase or$er Aaitin% ;elease(x)2. Enter in the Sear&h &riteria ;elease co$e 0! an# &hoose Apply.<. Sele&t $our ur&hase or#er an# &hoose ;elease purcase or$er.4. 1he ur&hase or#er is release#.

f $our ur&hase or#er #oes not aear in the list &he& the uer$ #ata+ 'hoose*an%e uery enter Release 'o#e 71 Release Grou P= an# &hoose Apply

!- 3oo"s .eceipt o Consumables

se

1he en#or osts the re&eit of the &onsuma(le goo#s.

1his ste is onl$ releant for &onsuma(le goo#s not for seri&e materials.

Proce"ure



S%P 0CC menu #o%istics→ 'aterials 'ana%ement → /n:entory 'ana%ement

→ "oo$s 'o:ement→ "oo$s ;eceipt→ or Purcase r$er

→ "; &or Purcase r$er ('/")

Transaction co"e 3G5IGR

2. 5n the initial s&reen enter the ur&hase or#er num(er an# &hoose Enter .

<. 5n the "eneral ta( age of the =ea$er Data sele&t the &he&(o for rinting the material#o&ument ia outut &ontrol. 'hoose *ollecti:e Slip.

4. 5n the uantity ta( age enter an amount.

8. 5n the >ere ta( age enter the lant an# the storage lo&ation.

6. 5tional+ Enter a #elier$ note in the &orreson#ing fiel#.

F. Sele&t the /tem - &he&(o an# &hoose *ec?.

. 1he message Document is .- . is #isla$e#

9. 'hoose Post .

!0. 1he s$stem message material $ocument 5xxxxxxx poste$ is #isla$e#.

!!. Disla$ the ur&hase or#er an# reie/ the ur&hase or#er histor$.


&usiness role "arehouse 'ler

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)SAPI%PRI"AREH57SE'@ER-S*

&usiness role menu >areouse 'ana%ement→ ;ecei:in% → Purcase r$er

!. Sele&t the a&tie uer$ All Purcasin% Documents ;ea$y &or "oo$s ;eceipt .

2. n the result list sele&t the ur&hase or#er an# &hoose *reate 'aterial Document .

<. 5n the "eneral ta( age of the =ea$er Data sele&t the &he&(o for rinting the material#o&ument ia outut &ontrol. 'hoose *ollecti:e Slip.

4. 5tional+ Enter a #elier$ note in the &orreson#ing fiel#.

8. Sele&t the /tem - &he&(o an# &hoose *ec? .

6. 1he message Document is .- . is #isla$e#

F. 'hoose Post .

. 1he s$stem message 'aterial $ocument 5xxxxxxx poste$ is #isla$e#.

9. Disla$ the ur&hase or#er an# ali#ate the ur&hase or#er histor$.

.esult

!. A goo#s re&eit of &onsuma(les is issue# an# a osting #o&ument is &reate#. ou &an no/ro&ee# /ith se&tion /n:oice ;eceipt y #ine /tem.

2. a* >inan&ial ostings for eamle for seri&es )A&&ount Assignment 'ategor$+ *

Material Debite" %ccounts Cre"ite" %ccounts Cost 0lement , C##b7ect

&onsuma(les 6!0000 or

600000

Et. a&t$ for g#s:s&

29<000

GR:R &lrg.et.ro&.

600000 : 'ost 'enter

!20!

(* >inan&ial ostings for eamle for seri&es )A&&ount Assignment 'ategor$+ >*

Material Debite" %ccounts Cre"ite" %ccounts Cost 0lement , C##b7ect

&onsuma(les 6!0000 or 600000

Et. a&t$ for g#s:s&

29<000

GR:R &lrg.et.ro&.

or#er

<. a* 'ontrolling ostings for eamle for seri&es )A&&ount Assignment 'ategor$+ >*+

#b7ectType

#b7ect C# ob7ectname

Cost0lement

Cost element name 'al , C#%reaCrcy

5RD 600000or 6!0000

RLDinternalor#er

6!0000or 600000

Et. a&t$ for g#s:s& 20000

(* 'ontrolling ostings )A&&ount Assignment 'ategor$+ *+

#b7ectType

#b7ect C# ob7ectname

Cost0lement

Cost element name 'al , C#%reaCrcy

'1R !20! Pur&h LStores !

6!0000or 600000

Et. a&t$ for g#s:s& !000





! Creating P# or Services

se

1his a&tiit$ &reates a ur&hase or#er for seri&es.

Proce"ure



S%P 0CC menu #o%istics→ 'aterials 'ana%ement → Purcasin% →

Purcase r$er→ *reate→ +en$or,Supplyin% Plant

-non

Transaction co"e 3E2!




&usiness role menu Purcasin% → Purcase r$er → Purcase r$er →

*reate Purcase r$er

2. 5n the /nitial s&reen mae the follo/ing entries an# &hoose Enter +


P type NB Standard PO

Purcasin% r%ani0ation(r%. Data a)

1000

Purcasin% "roup (r%.Data a)

100

*ompany *o$e (r%. Dataa)

1000

+en$or 300000

<. 5n the item line mae the follo/ing entries+


Account Assi%nment

*ate%ory

for &ost &enterM> for internal or#er

f $ou &hoose - $ou must enter a&ost &enter for eamle !20!on the Account Assi%nment ta(age

/temcate%ory

D for seri&e 1/o a##itional ta( ages /ill (ea##e# an# #isla$e# - $etailitem screen Ser:ices an$ #imits

Sort text >or eamle NSot seri&e0!O

Enter #es&rition of item

'aterial"roup

YBD01 Service

Plant >or eamle 1000 Enter the releant lant

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*urrency >or eamle EUR Enter the P5 &urren&$

4. n the item ie/ on the Ser:ices ta( age mae the follo/ing entries+

iel$ name Description ser action an" values Comment

Sort text >or eamle NSeri&e firstO Enter #es&rition of seri&e item

uantity >or eamle 1 Enter a uantit$

2n PC unit of measurement

"ross price >or eamle 100 EUR Enter a ri&e

8. 'hoose Enter .

6. f $ou are romte# to #o so go to the #imits ta( age an# enter an amount for :erall #imit for eamle 5777 E2; . Enter an Expecte$ +alue for eamle 1777 E2; .

F. f romte# to #o so on the Account Assi%nment ta( age enter a cost center )for eamle1671* if Account Assi%nment *ate%ory is entere# as - . Enter internal or$er if the Account Assi%nment *ate%ory is entere# as . Enter the G:@ a&&ount (ase# on &onsuma(le foreamle 977777 )the a&&ount has to (e sele&te# a&&or#ing to the reuire# seri&es*.

%ccount assignment to an internal or"er >or the a&&ount assignment to an internal or#er $ou hae to &reate this internalor#er (efore. ou &an fin# further information on internal or#ers in the s&enario189 @ /nternal r$er &or 'ar?etin% an$ ter :erea$ Actual.1e&hni&al #etails on ho/ to &reate internal or#ers &an (e foun# in the s&enario155.16 – *reate /nternal r$er.

. f it is not alrea#$ sele&te# sele&t the "oo$s ;eceipt &he&(o on the Deli:ery ta( age.

9. 'hoose Sa:e. ote the ur&hase or#er num(er here+ IIIIIIIIIIIIIIIIIIIIIIIIIIII.

.esult

!. A ur&hase or#er is &reate#.

2. f the ur&hase or#er is not a&&urate u#ate the ur&hase or#er an# then &ontinue.

<. f the ur&hase or#er is a&&urate an# the alue is higher than E7R 800 a ur&hase or#eraroal reuire#.

• f es go (a& to se&tion Appro:e Purcase r$ers.

• f o go to se&tion *reate Ser:ice Entry Seet an# se&tion Appro:e Ser:ice

Entry Seet.

!8 Creating Service 0ntry Sheet (or Services +ithoutService Material)

se

n this a&tiit$ the seri&e erforme# is reorte# in a seri&e entr$ sheet /ith referen&e to theur&hase or#er from the reious ste.

Proce"ure

!. A&&ess the a&tiit$ &hoosing one of the follo/ing naigation otions+






S%P 0CC menu #o%istics→ 'aterials 'ana%ement → Ser:ice Entry Seet → 'aintain

Transaction co"e 3@!

#ption 24 S%P /et5eaver &usiness Client (S%P /5&C) via business role

&usiness role Seri&e Emlo$ee )SAPI%PRISER;E3P@5EE-S*

&usiness role menu *ustomer Ser:ice → Ser:ice Processin% → ime

'ana%ement → Ser:ice Entry Seet (classic :ie)

2. 5n the Display Entry Seet s&reen &hoose ter Purcase r$er (Si&t 5) an# enter theur&hase or#er num(er.1he ur&hase or#er is no/ sele&te#.

<. 'hoose *reate entry seet (Si&t 1) to &reate a seri&e entr$ for the ur&hase or#er.

4. 5n the *reate Entry Seet s&reen &hoose (3>B* 'oreC→ ) E$it → Ser:ice Selection to

&o$ seri&es from ur&hase or#er.

8. 1he Ser:ice Selection #ialog (o aears. 'hoose >rom Pur&hase or#er.

6. 'hoose continue (Enter).

F. 5n the Select Ser:ices as ;e&erence s&reen sele&t the releant seri&es an# &hoose A$optSer:ices (!).

. 5n the *reate Entry Seet s&reen enter a short tet at the to of the s&reen an# &hoosecontinue (Enter).

9. Sa:e the seri&e entr$ sheet.

! %pproving Service 0ntry Sheetse

n this a&tiit$ the seri&e entr$ sheet is aroe#.

Proce"ure



S%P 0CC menu #o%istics→ 'aterials 'ana%ement → Ser:ice Entry Seet → 'aintain

Transaction co"e 3@!

2. 5n the Display Entry Seet s&reen &hoose ter Purcase r$er (Si&t 5) an# &hooseEnter.

1he ur&hase or#er is no/ sele&te#.

<. Sele&t $our Entry Seet on the left si#e un#er the ur&hase or#er short tet #es&rition.

4. 1o &hange the seri&e entr$ sheet &hoose Display↔ *an%e (5).

8. 5n the *an%e entry Seet s&reen &hoose Accept )green flag*.

6. Sae the entr$ sheet.


&usiness role Seri&e Emlo$ee





)SAPI%PRISER;E3P@5EE-S*

&usiness role menu *ustomer Ser:ice → Ser:ice Processin% → ime

'ana%ement → Ser:ice Entry Seet

2. 'hoose a&tie uer$ All Ser:ice Entry Seets

<. f ne&essar$ enter the ur&hasing organiation 1777 as sele&tion &riteria for the a&tie uer$.

4. Sele&t the rese&tie Seri&e Entr$ Sheet lin.

8. 5n the *an%e entry Seet s&reen &hoose Accept )green flag*.

6. Sae the entr$ sheet.

.esult

1he seri&e entr$ sheet is aroe#. ou &an no/ ro&ee# /ith the net ste /n:oice ;eceipt y#ine /tem.

>inan&ial Postings+Material Debite" %ccounts Cre"ite" %ccounts Cost 0lement , C#

#b7ect

6!0000 or 600000

Et. a&t$ for g#s:s&

29<000

GR:R &lrg.et.ro&.

!: Invoice .eceipt by ;ine Item

se

n this ste $ou realie the inoi&e erifi&ation for the a&tual inoi&e re&eie# from the en#or.1he a&tual inoi&e amount ma$ not (e i#enti&al /ith the ur&hase or#er referen&e amountMtherefore an inoi&e re#u&tion might (e reuire# in this ste.

Proce"ure



S%P 0CC menu #o%istics→ 'aterials 'ana%ement → #o%istics /n:oice

+eri&ication→ Document Entry

Transaction co"e 3R5


&usiness role A&&ounts Pa$a(le A&&ountant

)SAPI%PRIAPI'@ER-S*

&usiness role menu Accounts Payale→ Postin%→ /n:oices→ Enter

/ncomin% /n:oice , P ;e&erence

2. f the #ialog (o Enter company co$e aears enter &oman$ &o#e 1777 . 'hoose Enter .

<. 5tional+ f &oman$ &o#e shoul# (e &hange# &hoose in the menu E$it→

Sitc *ompany*o$e. Enter ne/ &oman$ &o#e. 'hoose Enter.





4. 1ransa&tion+ /n:oice

8. 5n the Enter /ncomin% /n:oice *ompany *o$e s&reen mae the follo/ing entries+


*ompany *o$e >or eamle 1000 Releant &oman$ &o#e

6. 1he Basic Data ta( age aears. 3ae the follo/ing entries+

6iel" name Description ser action an"values

Comment

/n:oice $ate A&tual #ate

;e&erence An$ referen&e tet for eamle en#or inoi&e

Amount Enter the gross inoi&eamount )in&lu#ing ta*

noi&e amount from en#or ma$#eiate from gross P5 referen&eamount

*alculate tax Sele&t

ax *o$e V1 usuall$ alrea#$ roose# ($ thes$stem

ax amount Enter the ta amount&orreson#ing to !9from gross inoi&eamount

F. 5n te P re&erence ta( enter $our ur&hase or#er num(er an# &hoose Enter .1he P5 information is &oie# an# #isla$e# in the (elo/ ta(le.

3ae sure that ta &o#e ;! is sele&te# )normall$ automati&all$ set ($ the s$stem*.

. f the (alan&e is not Qero an# an inoi&e re#u&tion is ne&essar$ ro&ee# as follo/s+

a. n the item line of the P5 referen&e #ata &hoose +en$or Error in the *orrectn /D fiel#.

(. After this the s$stem /ill oen t/o more fiel#s+ n the /n:oice amount acc. to +en$orfiel# $ou hae to enter the gross amount from the inoi&e minus ta amount. n the/n:oice ty acc. to +en$or fiel# $ou hae to enter the uantit$ from the inoi&e.%ase# on this #ata the s$stem &al&ulates the inoi&e re#u&tion an# the message

amount re$uce$ in in:oice is no <<<<< E2; is #isla$e#.

9. 1o test for errors &hoose Simulate.

1he #eiations in ri&e uantit$ an# (alan&e are #isla$e#. ello/ messages are/arningsM re# messages are fatal errors. ou hae to &orre&t the re# messages toro&ee#.

!0. 1o sae the transa&tion &hoose Post . A message &onfirming the osting is #isla$e#

.esult

>inan&ial ostings for &onsuma(le ro#u&ts+

, SAP AG Page !F of 2!




Material Debite" %ccounts Cre"ite" %ccounts /ote

&onsuma(les 29<000 GR:R-&learing eternalro&urement

260000 nut ta.

694<00 @oss frominoi&e re&eit small#ifferen&es )33*

204680 noi&eRe#u&tion

440000ationalI;en#or!:69!90 "all#orf

8F4<00 Gain from in.re&eit small#ifferen&es )33*

onl$ in &ase of small#ifferen&es

onl$ in &ase ofnoi&e Re#u&tion

n &ase of noi&e Re#u&tion the s$stem &reates a se&on# finan&ial #o&ument+


&onsuma(les 440000ationalI;en#or!:69!90 "all#orf

260000 nut ta


5nl$ in &ase ofnoi&e Re#u&tion

>inan&ial ostings for Seri&es+


29<000 GR:R-&learing eternalro&urement

260000 nut ta.

694<00 @oss frominoi&e re&eit small#ifferen&es )33*

204680 noi&e

Re#u&tion

440000ationalI;en#or!:69!90 "all#orf

8F4<00 Gain from in.re&eit small#ifferen&es )33*

onl$ in &ase of small#ifferen&es

onl$ in &ase ofnoi&e Re#u&tion

n &ase of noi&e Re#u&tion the s$stem &reates a se&on# finan&ial #o&ument+


&onsuma(les 440000ationalI;en#or!:69!90 "all#orf

260000 nut ta


5nl$ in &ase ofnoi&e Re#u&tion

, SAP AG Page ! of 2!




!< #utgoing Payment

>or this a&tiit$ run the Accounts Payale (158) s&enario #o&ument in its entiret$

using the master #ata from this s&enario #o&ument.

8 %ppen"i

8!1 .eversal o Process Steps

Create .eturn Purchase #r"er

Transaction co"e (S%P 3I) 3E2!

.eversal+ *an%e Purcase r$er

Transaction co"e (S%P 3I) 3E22



&usiness role menu Purcasin% → Purcase r$er → Purcase r$er

Comment f the sho/n ur&hase or#er num(er is /rong enter thereleant P5 ($ &hoosing ter Purcase r$er . Sele&tthe releant items or sele&t all items ($ the (utton Select All . After that ush the #elete (utton an# sae theur&hase or#er.

%pproval o Purchase #r"ers


.eversal+ *ancel ;elease o& Purcase r$er


&usiness role Pur&hasing 3anager

)SAPI%PRIP7R'HASER-3*

&usiness role menu Purcasin% → Appro:al→ Purcasin% Documents

Comment Sele&t the release *o$e 71 an# set *ancel ;elease. >illthe #o&ument num(er into the fiel# #o&ument num(er)otional*. n the follo/ing ie/ ;elease Purcasin%Documents /ith ;elease *o$e 71 sele&t the P5 linean# the (utton *ancel ;elease.





.eceive 3oo"s rom 'en"or to the Purchase #r"er

Transaction co"e (S%P 3I) 3G5

.eversal+ *ancel 'aterial Document

Transaction co"e (S%P 3I) 3%S1

&usiness role "arehouse 'ler

)SAPI%PRI"AREH57SE'@ER-S*

&usiness role menu >areouse 'ana%ement→ *onsumption an$ rans&ers

→ *ancel 'aterial Document

Comment f the material #o&ument num(er is not no/n $ou &anfin# it out ($ /at&hing into the P5 item line ta( Purcaser$er =istory )1ransa&tion &o#e 3E22+ 'aterials

'ana%ement → Purcasin% → Purcase r$er →

*an%e*.

Invoice .eceipt by ;ine Item

Transaction co"e (S%P 3I) 3R5

.eversal+ 'an&el noi&e Do&ument

Transaction co"e (S%P 3I) 3R3

&usiness role A&&ounts Pa$a(le A&&ountant

)SAPI%PRIAPI'@ER-S*

&usiness role menu Accounts Payale→

Postin%→

/n:oices→

*ancel/n:oice Document

Comment f the inoi&e num(er is not no/n $ou &an fin# it out ($/at&hing into the P5 item line ta( Pur&hase 5r#er Histor$

)1ransa&tion &o#e 3E22+ 3aterials 3anagement →

Purcasin% → Purcase r$er → *an%e*.

8!2 S%P 0.P .eports

se

1he ta(le (elo/ lists the reorts that $ou &an use to o(tain a##itional information on this(usiness ro&ess.

ou &an fin# #etaile# #es&ritions of the in#ii#ual reorts in the follo/ing %PD#o&uments /hi&h roi#e a &omrehensie &omilation of all imortant reorts+

• >inan&ial A&&ounting+ SAP E;P ;eportin% &or Accountin% (661)

• @ogisti&s Pro&esses+ SAP E;P ;eports &or #o%istics (666)

ote that the #es&ritions of some reorts that are an in#isensa(le art of the ro&ess flo/ ma$(e lo&ate# #ire&tl$ in the se&tion /here the$ (elong.

.eports

.eport title Transaction co"e(S%P 3I)

Comment

, SAP AG of 2!




Pur&hasing Grou Anal$sis

3'E! A list /ith summarie# #ata.

;en#or Anal$sis 3'E< Dire&t a&&ess to en#or-relate# #ata.

3RP @ist 3D08 1he sto&:reuirements situation at the timeof the last lanning run.

Assign an# Pro&essur&hase reuisitions

3E8F 'onerting reuisitions into eternalur&hasing #o&uments.

Release Pur&hasingDo&uments

3E2 A list /ith all ur&hasing or#ers.

8!- se" 6orms

Common6orm/ame

6ormType

se" inProcess

step

#utputType

Print Program (0ntryProce"ure)

6ormTechnical

#b7ect

Pur&hase5r#er

Smart>orm

4.! 4.2 E7 %AAI>306P)E1RIE7* %AAI33P5