2. Definition
What does it do for you?
Organizational levels
Look and feel of operating
Creating, changing, and displaying
Configuration
Reports
Tables
2
3. Serves as a source of information for
purchasing
Contains information on a specific material
and a vendor supplying the material
Vendor/ Material relationship
3
4. Allows buyers to quickly determine
• Which materials have been previously offered or
supplied by a specific vendor
• Which vendors have offered or supplied a specific
material
4
6. 3 ways to use
• Create, change and display
Data
• Example- prices and conditions
Number of the last purchase order
Tolerances
• Under or over delivery tolerances
Planned delivery times
6
7. Type of vendor for the material
• Example- regularly used or one-time use
Vendor sub-range to which the material
belongs
Availability period
• When the vendor can supply materials
Quotations and ordering data.
Data is made the default data in the
purchase order
7
8. 8
Note: Do not have to
have a material to
create an info record
Menu Path
9. Standard: Standard info record has
information on standard orders (orders include
details of vendor and material). This info record
will include vendors price for supplying the
particular material.
Subcontracting: Subcontracting info record
has information on subcontract orders. This
info record will include price for assembling
the raw material that is supplied by the
ordering party.
9
10. Pipeline: Pipeline info record has information
on material that is provided by vendor through
pipes. For Example: like water, electricity.
Consignment: Consignment info record has
information on material that is kept at ordering
party premises. This info record contains
vendors price that is to be paid for withdrawing
material from consignment stock.
10
11. 11
Red outlined items are
the most used required
fields on this screen.
- Material description
- Material group
- Reminders
- Order unit
- Sort term
Red arrow is an
additional field, but can
be crucial for efficient
business processes:
Vendor Subrange
12. Subdivide a vendor's total product range according to a variety of
criteria.
You can specify which materials or articles belong to which VSR in
the info records of the relevant vendor. There you can also specify
the sequential position of the material in the vendor sub-range, so
that the items of a purchase order are sorted into the sequence in
which your vendor expects them.
You can store a VSR to which the vendor's material belongs in the
purchasing info record.
There you can also specify the sequential position of the material in
the vendor sub-range (in the VSR sort no. field), so that the items of
a purchase order are sorted into the sequence in which your vendor
expects them. This enables the vendor to process the purchase
order more efficiently.
12
13. Your vendor Smith & Co. of Atlanta has two sub-ranges:
detergents and adhesives.
All the materials belonging to the sub-range "detergents"
are ordered in Memphis.
You have maintained a different ordering address in
Orlando for the sub-range "adhesives" in the vendor
master record.
When you order materials belonging to the sub-range
"adhesives", the system determines the ordering address
in Orlando via the vendor sub-range.
13
16. Internationally
accepted rules for
world trade. In
this way,
purchasers can
collaborate with
their vendors to
define delivery
conditions and
connected buyer
and seller
obligations.
16
Incoterms Tolerances
Allows You to specify the
quantity variances you will
accept as under delivery and
over delivery tolerances in the
material master, in the
purchasing info record, and/or
in the purchase order.
If the delivered quantity is less
than the ordered quantity, the
SAP standard system will
permit this under delivery as a
partial delivery. Over deliveries,
on the other hand, are not
permitted as long as you have
not specified any over delivery
tolerances.
17. 17
• Quotations are entered in this screen
• Once quotations are entered here, it will automatically update in
the P.O.
• This screen also takes you to the conditions screen
18. 18
• Condition types indicate
discounts, surcharge, or
other pricing elements
such as freight costs and
sales taxes.
• Each condition is defined
in the system.
19. 19
• Header Info
• Responsibility: Way
to group conditions
according to
responsibility
20. 20
• Amounts: How
the system
calculates
price
• Lower limit/
upper limit-
system checks
if manual
changes fall
short or
exceeds
21. 21
• Terms of payment:
different from
master data
settings, key to
define payment
terms composed
of cash discount
percentages and
payment periods.
• Fixed Value Date:
Date terms of
payment
becomes
effective.
23. 23
The gift box is
where you can
put in free items,
to ensure all of
your goods are
accounted for,
even when they
have no value.
24. 24
Scaling is used for applying discounts when ordering in bulk
quantities. Can be discounted off the gross price, like $2 off, or a %,
like %10 off. Can be based off of value, quantity, weight, net weight,
volume, or specific to business requirements.
Example:
Regular cost of the material is
$10.
If more than 100 pieces the
discounted price will be $8.
This will automatically be
generated in the PO.
25. 25
Provide the info record note that can be called as info record description. Click
on save. A new info record will be created.
• Info record note is text that is input into the PO but does not output to print,
fax, email, ect to the vendor.
• Purchase order text is input into the PO and is also outputted to print, fax,
email ect and the vendor will receive it.
26. 26
This is an example
of how the
condition and
scaling is
automatically pulled
into the PO.
Insert the Purchase
Info Record
number, as shown
by the red arrow,
and the information
within is pulled in,
as shown by the
yellow arrow.
27. 27
To change an already existing
PIR:
• Insert the PIR number, as
shown by the red box.
• Click “enter” and the
following screens are
similar to creating.
• Some information cannot
be changed and will be
greyed out, anything else in
white can be changed
based on business
requirements.
• Don’t forget to save upon
completion of updating.
28. 28
Displaying is the exact same
as changing a PIR.
• Insert the PIR number
• Click “enter”
• The following screens will
look exactly like creating a
PIR, except everything will
be greyed out and unable to
change the information,
only view.
• This can be useful when
employees do not have the
User Role to change or
create, but is pertinent for
them to view the condition
or scales in place.
29. 29
All of the
configuration to
meet your
companies needs
are done in SPRO.
The outlined
sections indicate
the menu path to
define or maintain
your PIR
configuration.
Throughout this presentation, I will talk to you about the Purchase Information Record and everything there is know about what it is, how it works, and how it will help maximize the efficiency of your company, as it has done for so many other companies.
SAP works on all real time data that include material master and vendor master. Material and vendor master are separate data records for keeping information of materials and vendors from which material is procured. The combined information of material and vendor altogether is kept in a record that we call as purchase info record or just info record.
Purchasing info record stores information on material and vendor supplying that material. For Example: A Vendors current price of a particular material is stored in an info record. This feature is Sap, which many other software's do not have this, allows buyers to quickly review and decide which vendor and material to use.
Purchase info record are be maintained at plant level and at the purchasing organization level.
There are 3 ways to use the PIR. Creating a new PIR, changing or displaying an already existing PIR.
The PIR contains pertinent information such as prices and conditions that you can store for the relevant purchasing organization or plant.
Contains the document number of the last purchase order.
Contains under or over tolerances, which allows the receipt of under or over quantities of the material ordered.
And the planned delivery times.
Indicates whether the vendor is the regular vendor for the material or a different type of vendor such as a one time use vendor.
Shows the vendor sub-range to which the material belongs.
Displays the availability period during which the vendor can supply the material.
Can input any quotations that have been created along with any other ordering data needed in creating a purchase order.
Path to create Info Record:
Logistics => Material Management => Purchasing => Master Data => Info Record => Create
Or Transaction code
Standard: Standard info record has information on standard orders (orders include details of vendor and material). This info record will include vendors price for supplying the particular material.
Subcontracting: Subcontracting info record has information on subcontract orders. This info record will include price for assembling the raw material that is supplied by the ordering party.
Pipeline: Pipeline info record has information on material that is provided by vendor through pipes. For Example: like water,electricity.
Consignment: Consignment info record has information on material that is kept at ordering party premises. This info record contains vendors price that is to be paid for withdrawing material from consignment stock.
The general data information is kept at the client level.
Fill in required details like material group, 1st/2nd/3rd reminder, vendor material number, personal details, order unit, origin data and sort term.
Additional information is optional such as contact information for the vendor, origin data, and supply options. If any of this information is pertinent to your business, there is an option to make these fields mandatory for input, and if you feel like none of the information is relevant to your business there are ways to hide these fields.
A key feature in this screen is the Vendor Subrange, located at the arrow. If this sounds familiar it is because we have seen this in the Vendor Master Record.
This screen works at the purchasing organization level and allows for key informational input such as delivery times, quantity, price, incoterms, and tolerances.
Incoterms are internationally accepted rules for world trade. In this way, purchasers can collaborate with their vendors to define delivery conditions and connected buyer and seller obligations.
Tolerances, as stated before allows You specify the quantity variances you will accept as under delivery and over delivery tolerances in the material master, in the purchasing info record, and/or in the purchase order. If the delivered quantity is less than the ordered quantity, the SAP standard system will permit this under delivery as a partial delivery. Over deliveries, on the other hand, are not permitted as long as you have not specified any overdelivery tolerances.
This is another example of how SAP has seamless integration. The Purchase info record has a specific area for the quotations to be linked in. once linked into the PIR, the quotations will automatically be updated into the Purchase Order, creating a much more efficient work environment.
The condition type indicates, whether, during pricing, the system applies a price, a discount, a surcharge, or other pricing elements, such as freight costs and sales taxes. For each of these pricing elements, there is a condition type defined in the system.
When ordering in bulk you can discount which will automatically update in the PO. example- The regular cost of a material is $10. If the QTY is more than 100 each the price will discount to $8 and this will show automatically in the PO. The PO will also give an informational message if ordering less than 100 each to let the vendor know they could receive a discount if they meet the 100 each requirement. This discount can be a gross price, like $2 off, or a percentage like 10% off. In the standard system, a pricing scale can be based on any of the following criteria:
•Value •Quantity •Gross weight •Net weight •Volume •A formula specific to your requirements
This screen is also where you set scaling.
Provide the info record note that can be called as info record description. Click on save. A new info record will be created.
Info record note is text that is input into the PO but does not output to print, fax, email, ect to the vendor.
Purchase order text is input into the PO and is also outputted to print, fax, email ect and the vendor will receive it.
Once the PIR number has been inputted into the field in the Purchase order, the information in the PIR is automatically generated.
To change an already existing PIR, simply type in the info record number and click enter. The next screens look identical to when you first create an info record, but the information you already put in will be displayed. Choose the information you want to change, updated, or delete on each screen and simply save.
To display an already existing info record, simply type in the info record number and hit enter. The following screens are identical to creating or changing, however the information will be greyed out, only allowing you to view the information. This feature can be an asset when your employees don’t have the access or the “user roles” to create or change an info record, but need to see the conditions or scales set for a material and material.
As previously mentioned, SAP is highly customizable, and is made up of tables and configuration. This is applicable for all SAP processes including the purchase info record. All configuration to meet your Companies needs are done in SPRO, and to define or maintain your data go to Material Management-> Purchasing -> Purchasing Info Record.
Number ranges, screen layout, texts, and price history are the options of configuration.
Once you have saved your PIR, you will receive a number range, which is used when pulling the PIR into the purchase order. The number ranges are specific to what you are doing, although they can be altered if need be. Internally generated stock material begins with 53 and goes through 53-99999999(8). Externally generated stock material begins with 54 and ends with 54-99999999(8). Internal non-stock begins with 55-55999999999, and finally external non-stock begins with 56-569999999. These numbers can be changed, or defined using transaction code OMEO, or by going to SPRO->Materials Management-> Purchasing define number ranges. Screen layout is another configurable feature. Select the fields for selection you wish to change the look and the feel of the screen.
These reports can be downloaded or exported into an excel spreadsheet in 2 ways. The first is going to se37 to download; and the second way is by going to system-> list-> save-> local file.
The Info record per material/ vendor is a report used to view all of the info records created and searching for them by the material or vendor., once the information has been put in and executed, the system will generate a report of all of the info records with the criteria entered in the initial screen.
The Info record has 3 main tables where the information is stored. A general information table, purchasing organization data table, and the order price history table.
Table EINA contains the general information of the data that you enter. I have entered the info record number here, and executed. The Bottom Picture is everything that the table contains with the criteria entered in the first picture.
The Purchasing organization data table stores all of the information about the purchasing org according to the criteria entered.
The order price history table contains… just that, the order price history according to the information inputted. All of these tables are in real-time and along with everything else that sap has to offer, it’s a great way to enhance your companies efficiency allowing your employees to view the information as it is being updated in the system, which in turn streamlines your entire business and it’s functionality.
The Purchase info record is the place in SAP which stores all of the purchasing information for a vendor and a material combination. The information is stored at the Purchasing Organizational level and Plant levels. It allows buyers to quickly determine Which materials with which vendor to use. Some of the key features are The PIR contains pertinent information such as prices and conditions the you can store for the relevant purchasing organization or plant. Contains under or over tolerances, planned delivery times, Condition types and scaling are set up here in the PIR along with any quotations or text which streamline the ordering process. The configuration is matched to your business needs, creating seamless integration across the board. And The reports and tables at your disposal save YOU time and money. Thank you for your time and consideration in JP Consultants.