sap-user manual-sourcing and procurement-6jun19 · title: microsoft powerpoint - sap-user...
TRANSCRIPT
User Manual - SAP S/4 HANA Sourcing & Procurement for Purchase & Stores
DIGITSIndian Institute of Science
Bangalore [email protected]
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 [email protected] 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