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Define Attributes of Material Types

This document provides an overview of purchase requisitions in SAP, including how to create, modify, and review requisitions. It discusses the key information included in requisitions such as what is purchased, quantity, cost, payment details, and delivery date. It also covers how to handle multiple items, accounts, and grant-funded purchases. The document demonstrates how to search for standard texts, add notes, and reference discounts. Purchase requisition reports can be generated and printed.

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Venkatesh
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53 views41 pages

Define Attributes of Material Types

This document provides an overview of purchase requisitions in SAP, including how to create, modify, and review requisitions. It discusses the key information included in requisitions such as what is purchased, quantity, cost, payment details, and delivery date. It also covers how to handle multiple items, accounts, and grant-funded purchases. The document demonstrates how to search for standard texts, add notes, and reference discounts. Purchase requisition reports can be generated and printed.

Uploaded by

Venkatesh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPS, PDF, TXT or read online on Scribd
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SAP Training – MM Training

Requisitions
Agenda
• Entering a Requisition
• Supply
• Service
• Changing a Requisition
• Displaying a Requisition
• Requisition Reporting

• Requisition Approval
What is a Purchase Requisition?
• A request or instruction to Purchasing
to procure a quantity of a material or
service so that it is available at a
certain point in time.
• Requisitions may be created
manually by the user community or
they may be created by MRP when
inventory for an item falls below
reorder point.
What Information is Included in a Purchase
Requisition?
• What is to be purchased?
• How much is to be purchased?
• How much does it cost?
• Who’s paying for it?
• When is it needed?
• Where does it go when it arrives?
• What additional information is
needed, relative to this purchase?
What is To Be Purchased?
• Determine if it is a material or a
service.
• If it is a material, is there a material
master for the item?
• If it is a service, what activities are to
be included in the service?
How Much is To Be Purchased?
• The user must specify the quantity to
be purchased, with the appropriate
unit of measure.
• If a material master is used for the
item, the unit of measure defaults
from the material master; else, the
user must define.
• For Services, the unit of measure is
always AU (activity unit).
How Much Does it Cost?
• What is the unit price of the item?

• This, together with the quantity


requested, will be extended to a total
cost of the requisition line item.

• The total cost of the line item will be


a factor in determining who needs to
approve the purchase request.
Who’s Paying for It?
• What type of purchase is it?
• What department is paying for it?
• What fund is providing the money?

• This information also becomes a


factor in determining who needs to
approve the purchase request.
When is it Needed?
• An expected delivery date must be
entered.

• This may be the date agreed to by


the supplier at the time contact was
made by the requisitioner or a
requested delivery date with no
contact with the supplier.
Where Does it Go When it Arrives?
• If the material is to be received into
inventory, what plant and storage
location should it be received to?
• If the material is non-inventory, to
what building/room number should it
be delivered and who should receive
it?
• If this is a service, only the plant
need be entered.
What Additional Information is Needed?

• Requisitioner – name of the person


creating the requisition
• Desired Vendor – vendor number for
the supplier from whom the material
or service is to be provided
• Purchasing Group – responsible buyer
for the purchase
• Tracking number
How Can I Be Sure There’s Enough Money?
• Requisitioners should first check
transaction code ZBUDSTAT_CF
How Can I Tell There’s Enough Money?
Select Overview -> Commitment Item

1
How Can I Tell There’s Enough Money?
You can only spend money where
money exists.
How Do I Create a Requisition? [1]
• In SAP, you can get to the requisition
create transaction two ways:
• Use the menu path:
• Logistics ->Materials Management ->
Purchasing -> Purchase Requisition ->
Create
How Do I Create a Requisition? [2]
-OR-
• Type ME51N in the Dialog Box.

ME51N
ME51N – Create Requisition
• Header

• Item Overview

• Item Detail
How is a Supply Requisition Entered?
1 2 3 4 5 6 7

• Since this requisition is for an item


with a material master, the user can
key in less information.

• Enter all numbered fields (6 –


optional)
How Are Matchcodes Used?
• When this symbol appears in a field:

this is an indication that a possible-


entries list exists.
• Click on the icon and the list appears.

• Use the wildcard * to facilitate


searches in the list.
Example of a Search
• For a purchase requisition, a vendor
may be proposed. If one exists in
SAP, it may be found, as below:
How Do I Enter Texts? And Where?
• Sometimes, additional information is
needed on a requisition.
• Free text can be entered either at the
header or line item level.
• Depending on the type of
information, the user can enter texts
or notes
• Texts are external; notes are internal
Example of Header Note
• This information should not print on
the purchase order document

• Example of new Vendor information


Example of Item Text
• Since the requisition only allows 40
places for item description, the item
text can be used to supplement the
information
Do I Have to Type Everything In?
• SAP provides a standard text option
• Standard text allows for the
definition of frequently used text,
which can be used in multiple
documents
• These standard text objects must be
defined in advance
• These objects can be included in
header notes or item texts.
How Do I Use Standard Text?
• Double click in the white text box.
• In the text box, go to Insert -> Text
-> Standard

• Enter Z*. Choose the possible


entries button and press Execute.
How Do I Use Standard Text?
• The list of possible entries is
displayed. Highlight the one you
want to use and press the green
check mark or Enter.
How Do I Use Standard Text?
• In the pop-up window, click on
Expand Immediately. Press Enter.
How Do I Use Standard Text?
• The text is displayed.

• Press the green arrow back


When the Document is Finished…..
• The document MUST be saved.
How Do I Note Discounts or Surcharges?
• Since the requisition is only a request
for purchase, the document does not
include pricing conditions.

• The requisition entry should include a


header note for the buyer to include
the discount or surcharge, including
the value or percentage.
But What Happens If…..

1 2 3 4 5 6 7 8

1
2 3
4

• There are many items on the requisition, all


going to the same place with the same
account information???
But What Happens If…..

• But what happens if the information


isn’t quite the same…..?
Requisition – Copied Account Assignment
Requisition – Multiple Account Assignment
• Multiple account assignment can
split the costs among multiple
objects
When the Document is Finished…..
• The document MUST be saved.
Purchases Referencing Grants
• Purchases for grant-funded activities will
use the same process as the other
requisition entries performed today.
• Instead of providing a cost center and
general ledger reference, the user will
provide a general ledger and WBS Element
Changing Purchase Requisitions
• Requisitions are changed using either

Logistics -> Materials Management -> Purchasing


-> Purchase Requisitions -> Change

-OR-

Transaction Code ME52N


Changes to Requisitions
• Prior to requisition approval or
conversion to purchase order, some
data on requisitions can be changed.

• Any entry that is not grayed out may


still be changed.
What If Someone Wants to Review?
• The user can either go to

Logistics -> Materials Management


-Purchasing -> Purchase Requisition ->
Display

-OR-
Use transaction ME53N
What Kinds of Reports are Available?
Can I Print This Report?
• Reports can be printed with this
menu path

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