purchase requisition configuration

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purchase requisition configuration

  1. 1. Purchase Requisition Configuration SAP MM Training Document
  2. 2. SAP MM Training Document - Purchase Requisition ConfigurationTABLE OF CONTENTSTABLE OF SYMBOLS -3-TYPOGRAPHY -3-TRANSACTIONS USED -3-OVERVIEW -4-REQUIREMENTS -5- CONFIGURATION -5- MASTER DATA -5- ROLES -5-GLOSSARY -6-COURSE MATERIALS -7- 1. PURCHASE REQUISITION CONFIGURATION -7- 1.1. DEFINE NUMBER RANGES -7- 1.1.1. MANAGE NUMBER RANGES -9- 1.2. DEFINE DOCUMENT TYPES - 10 - 1.2.1. ALLOWED ITEM CATEGORIES - 12 - 1.2.2. LINK PURCHASE REQUISITION - 13 - 1.3. PROCESSING TIME - 14 - 1.4. RELEASE PROCEDURE - 15 - 1.4.1. SET UP PROCEDURE WITHTOUT CLASSIFICATION - 16 - 1.4.1.1. RELEASE CODES - 17 - 1.4.1.2. RELEASE INDICATOR - 18 - 1.4.1.3. ASSIGN RELEASE INDICATORS - 20 - 1.4.1.4. RELEASE POINTS: PREREQUISITES - 22 - 1.4.1.5. DETERMINATION OF RELEASE STRATEGY - 23 - 1.5. SET UP STOCK TRANSPORT REQUISITION - 25 - 1.5.1. CREATE CHECKING RULE - 26 - 1.5.2. DEFINE CHECKING RULE - 27 - 1.5.3. ASSIGN CHECKING RULE - 29 - 1.6. SET UP AUTHORIZATION RULES FOR G/L ACCOUNTS - 30 - -2-
  3. 3. SAP MM Training Document - Purchase Requisition ConfigurationTABLE OF SYMBOLSIcon Meaning Path to find transaction in SAP Menu/SAP Customizing Note Example input data Prerequisites, configuration, master data or roles needed before working on a configuration transactionTYPOGRAPHYIcon MeaningExample text Words or characters that appear on screen. It includes screen names, field texts, button names, menu names and options. namesEx am pl e te x t Words or phrases that the user will type when required.TRANSACTIONS USEDTransaction NameOMEW Processing timeOMH7 Define number rangesOMRO Set up authorization rules for G/L accountsS_ALR_87002165 Set up procedure without classificationS_ALR_87002168 Define document typesS_ALR_87002192 Create checking ruleS_ALR_87100962 Define checking ruleS_ALR_87100963 Assign checking rule -3-
  4. 4. SAP MM Training Document - Purchase Requisition ConfigurationOVERVIEWA purchase requisition is an internal document created before the purchasing process ofa company in which a user petitions a certain quantity of materials or services that willbe available at a certain time and will be used in the companys processes at a certaintime.Purchase requisition configuration includes number ranges, definition of documenttypes, user authorizations and release procedures for approval of such document duringthe purchasing process. This document can also be used to replace reservations, sinceit provides a better tracking of material movement between the companys plants.At the end of this procedure, users will be able to define how these documents will befollowed up during the purchasing process, as well as how approval strategies will workaccording to different parameters in a purchase requisition. -4-
  5. 5. SAP MM Training Document - Purchase Requisition ConfigurationREQUIREMENTSCONFIGURATIONProgram name LocationDefine, copy, delete, SPRO > Enterprise structure > Definition > Logistics - General > Define, copy,check plant delete, check plantCarry out overall SPRO > Materials management > Consumption-based planning > Plantmaintenance of plant parameters > Carry out overall maintenance of plant parametersparametersMASTER DATAData Type Use in0001 Plant Processing timeD Item category Define document typesFR01 Company code Set up authorization rules for G/L accountsFZ01 Field selection key Release procedureNB Purchase order document type Define document typesROLESBusiness Role Technical Name Function - - - -5-
  6. 6. SAP MM Training Document - Purchase Requisition ConfigurationGLOSSARYChecking rule Examination done to know the availability of a material in a plant forstock transport requisitions.Document type Code that identifies and groups purchase requisitions more exactly.Item category Group that determines how the material will be defined in a purchaserequisition and purchase order. Definition can be such as material number requirement,account assignment requirement, and stock item management.Material Requirements Planning (MRP) Tool that helps in the planning of availabilityof materials and components by the monitoring of stocks.Purchase order Formal request from a purchasing organization to a vendor or plant tosupply or provide a certain quantity of goods or services at a certain point of time.Purchase requisition Requests for purchasing a certain quantity of materials orservices so that it is available at a certain time.Purchasing process Companys process which consists of the creation of a purchaseorder up until the goods receipt of the inventory into the company.Quotation Pre-sale business process where a business partner confirms the delivery ofa specific quantity of products at a specific time, and at a specific price.Release indicator Shows the release status of a purchase requisition.Release procedure Component in which if a purchase requisition fulfills certainconditions, it goes through an approval process in order to continue further processing.Release strategy Approach where depending on different criteria of release approvalcertain actions will be done by the system.Workflow Tool to automate complex business processes involving the tasks sequenceperformed by the users. -6-
  7. 7. SAP MM Training Document - Purchase Requisition ConfigurationCOURSE MATERIALS1. PURCHASE REQUISITION CONFIGURATION UISITION1.1. DEFINE NUMBER RANGESTo define a purchase requisitions number ranges, follow the path given below: SPRO > Materials management > Purchasing > Purchase Menu Path requisition > Define number ranges Transaction OMH7 Fig. 1 - Menu path for transaction OMH7. -7-
  8. 8. SAP MM Training Document - Purchase Requisition ConfigurationThe screen shown in Fig. 2 will appear with three options: View intervals, Changestatus, Change intervals. To maintain number ranges, click on Change intervals . Fig. 2 - Number ranges initial screen.A new screen, as shown in Fig. 3, will appear with a list of number range intervalsdefined. Many intervals can be added for these documents. The table shows the limitsof an interval and, if it is in use, the current number that is being used up to thatmoment. Fig. 3 - Maintain number range intervals screen. -8-
  9. 9. SAP MM Training Document - Purchase Requisition ConfigurationTo add a new interval, click on Interval and a pop-up window will appear uprequesting the intervals limits and current number. als Fig. 4 - Popup window for inserting intervals.Insert the following information and press Insert . Click Save to confirm changes. No. 02 From number 20000000 To number 30000000 Current number 01.1.1. MANAGE NUMBER RANGESTo modify a number range, select the interval needed and change its From number andTo number as needed.To delete intervals, select the needed ranges at the left side of the table and click .In both cases, click Save to confirm changes and a confirmation message will onfirmappear . -9-
  10. 10. SAP MM Training Document - Purchase Requisition Configuration Note Number ranges lower limits can only be modified during initial entry or as long as it has not been used. Entries can only be deleted when ranges have not been used (Current number is initial). Current1.2. DEFINE DOCUMENT TYPESThis transaction will allow the user to create different types of purchase requisition create rdocuments, with its corresponding item intervals, follow-on documents, number range follow onintervals and screen selection.To manage document types, follow the path given below: SPRO > Materials management > Purchasing > Purchase Menu Path requisition > Define document types Transaction S_ALR_87002168 Fig. 5 - Menu path for transaction S_ALR_87002168. Prerequisites Number Number range has been created. Refer to section DEFINE NUMBER RANGES RANGES. - 10 -
  11. 11. Preview Original paying document published on :http://expertplug.com/materials/training/sap-purchase-requisition-configurationYou can find many more full SAP training material and SAP jobs on www.ExpertPlug.com.ExpertPlug is an SAP marketplace for training materials and an online community of experts. Weoffer a simple way for the global SAP workforce, consulting companies and industry to market theirskills and find quality information.As an SAP Expert, you can also market your SAP skills and make extra cash by publishing SAPdocuments on www.ExpertPlug.com.

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