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SAP Logistics ManualMacro Process: CMP- Purchase and Management Inventories Process: CMP-030 Purchasing

Sub process: CMP-030-060 Purchasing Requisitions

Status:

Approved by:Last Revision Date: 30-04-2009

Index1. Purchase Requisitions ................................................................................................................................................2

1.1 Creating a purchase requisition manually (Directly) ...................................................................................................................2

1.2 Creating a Purchase Requisition from a Copy ..........................................................................................................................6

1.3 Select and modify Purchase Requisitions .................................................................................................................................8

1.4 Visualising Purchase Requisitions ..........................................................................................................................................10

1.5 MRP - Visualising Purchase Requisitions ...............................................................................................................................11

1.6 Listing and Finding Purchase Requisitions ................................................................................................................... ........ ...14

1.7 Assigning and Processing Purchase Requisitions ............................................................................................................ .......16

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1. Purchase Requisitions

The Purchase Requisition is an internal document which translates the purchase necessity of materials or servicesfor a defined moment, this necessity can be generated in production, sales or in other more specific processes likestationary, maintenance and others.

The Purchase Requisition is an internal object of Cotesi, it does not exist a centralized entity of processing, beingtherefore possible of elaboration by all personnel.

The Purchase Requisitions can be created directly or indirectly. Directly when someone creates a PurchaseRequisition manually into the system and indirectly when the Purchase Requisition is generated by a SAPcomponent, selected via MRP.

Identification of

the needs of

Purchasing

Directly

Indirectly

PurchasePurchase

RequisitionRequisition

Material Master

Registos Info

ProcessCMP - 020

Data Master

Purchase Order

MRPMRP

OTHEROTHER

DEPARTMENTSDEPARTMENTS

Item 1

Item 2

Process CMP - 020

Data Master

Material Master

Register Info

Master of Suppliers

Purchase

DepartmentApprovalApproval

1.1 Creating a purchase requisition manually (Directly)

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To create a purchase requisition, its necessary to go to transaction ME51N, available on:

Via menus Logistics Procurement and Stocks Purchase Requisition Create Purchase Requisition

Transaction Code ME51N

Select de option Create Purchase Requisition, select the type of document to create and specify the items(products/services) in accordance with its nature.

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Relevant fields to fill in when one is to request:

Its possible to add more information for each item on the Item detail data. To enter that extra information its

necessary to open the item detail by clicking on .The following tabs will be available:

Hereunder we show an example of the Texts Tab, where its possible to add extra information to the item. This

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Material (Code)

List the requested items depending

on the nature of the purchase. Detail data of each

requested item.

Plant Company wherethe PR is being issued.


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information will be transferred to the purchase order when this Purchase Requisition becomes a Purchase Order.

Another example is the delivery address tab. Here we can specify a different location where the supplier shoulddeliver the goods. This address is filled automatically depending on which company the purchase requisition is beingissued.

To save the Purchase Requisition press or go to the menu Purchase Requisition Save.After saving the number of the created purchase requisition will be displayed on the bottom.

After saving, in the case the Purchase Requisition has some mistakes or missing information, the following messageis showed. Enter the missing information and press again save.

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1.2 Creating a Purchase Requisition from a Copy

Its possible to create Purchase Requisitions from other purchase documents that already exist on the systems. Thissimplifies a lot the process and saves time. This procedure used the same transaction used to create a Purchaserequisition without copy ME51N:



To start the process of copy, press on the top of the screen and then to view thedocuments to process.

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Select the type of document you would like to copy and use the following search screen to find your document.

Pick now from the list the document or item you want to copy and press (adopt).

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Press save after complete the Purchase Requisition.

1.3 Select and modify Purchase Requisitions

If its necessary to change the Purchase Requisition, transaction ME52N should be used. This procedure is availableon:

Via menus Logistics Procurement and Stocks Purchase Requisition Change Purchase Requisition


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Select the transaction and by default it will appear the last processed requisition. To modify the selection proceed asfollowing:

Go to the menu and pick Purchase Requisition or just press the button.

Select the Purchase Requisition using the possible criteria.

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Proceed by changing the required fields and save.

1.4 Visualising Purchase Requisitions

Whenever is needed, its possible to visualise any created Purchase Requisition by accessing transaction ME53N.



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1.5 MRP - Visualising Purchase Requisitions

Whenever a Purchase Requisition is created, it will appear on MRP (Materials Requirement Planning). On transactionMD04 its possible to visualise all Purchase Requisition and convert them to Purchase Orders. This process ofconversion is specified on Intercompany Sales Manual.

Via menus Logistics Logistics Reports Display Stock / Requirement Situation

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Transaction Code MD04

Material code and Plant is necessary to proceed, then press to move forward

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Select magnifying glass to see Additional Data for MRP Element

Despite of being possible to convert the Purchase Requisition from this last report, well learn how to do it though adifferent transaction.

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1.6 Listing and Finding Purchase Requisitions

The following transaction is necessary to list all Purchase Requisitions that have been created, either manually orautomatic by the system.

Via menus Logistics Logistics Reports Assign and Process Requisitions

Transaction Code ME57

Lets pick the following example: The list of General Requisitions.

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Enter the Purchasing Group to search and carry out the report by pressing the execute button

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Pick from the available list the

corresponding Purchase Group to search.


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The creation code of the requisition shows if the requisition was created directly (R) or indirectly (B). This code isbeing shown in the analysis of requisitions and in the statistical data of the requisition item.

1.7 Assigning and Processing Purchase Requisitions

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It is possible to search Purchase Requisitions and simultaneously continue with the process create a PurchaseOrder.For the process please understand that the assigning of an additional source in the Purchase Requisition alsochanges the format of the Purchase Order.Start by listing the open Purchase Requisitions, with transaction ME57, but make sure that on field Scope List theALV vision and tick the Assigned purchase requisitions.

The sort indicator field can be used to change the order of how the information is presented.By pressing the execute button, well enter on the following screen. On the example below its possible to see that it issplit in three areas, Assignments, Item Overview and Item Detail.

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Opening Item Overview

- Edit / Display items.

- Undo changes

- Refresh button Will remove assigned item from the screen.

- Assign supply source.

It is still possible to see the details of each item on the Requisitions by opening Item Details and modify it using the

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Assigned Supply Source


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edit button.

After changing or assigning the purchase requisition, press save.

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cmp 030 060 purchase requisitions

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