Purchase
Order and Purchase requisition field settings and Number ranges
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In the previous blogs, we have studied the Material
groups, Material types, PIR.
Now we are going to study about Purchase order and
Purchase requisition Back end and front-end Configuration.
PR is an internal document, where requisition will be
created as per the needs in the plant by the stake holders (Non-Purchasing
department). Whereas PO is an eternal document, where a document will be sent
out of department to the vendor to procure goods to fulfil our production.
Some of the mandatory fields to create a PR are
Material, plant, vendor, Purchase organization. And for PO we can create
without reference of PR also, but this is against the procurement policies.
T-code to create the purchase requisition is ME51N
followed by ME52N, ME53N.
T-code to create the purchase order is ME21N followed
by ME22N, ME23N.
PO Order for pulling reports: ME2M, ME2L.
Unit of
Measurement in PR
Unit of measurement plays an important role in purchase
equation and purchase order.
Few of the types and back end settings are mentioned
below.
Base unit of
Measurement:
The UOM where we will discuss internally, and
we will measure as per our requirements and when we are creating PR, the BUM
plays an important role, the UOM will be pulled from Material master because
its master data for procurement team.
Price:
While creating PR, price will be automatically taken from Material master, we
will maintain valuation price as S or V, whatever we maintain in Material
master it will be pulled to purchase requisition.
Eg: If we maintain Standard price and moving price in
the Material master, then which UOM will be taken in the PR?
We are maintaining the valuation type as-S or V, so
price will be decided by the S or V.
Order Unit of
Measurement:
Order unit is the vendor Unit of measurement,
where we need to send the external document to the vendor for procuring goods
from them, so we need to order as per there UOM, so we have order unit of
measurement.
1st scenario: When we are creating PO, UOM
will be pulled from material master, Order unit and if there is No order unit
is maintained then PO will automatically take from Base unit of measurement
(This is the case without PIR)
Variable UOM
in material master
Variable unit will be additional unit maintained in
the material master, where we will maintain the conversion for that order unit.
Eg: if we want to maintain Box as an alternate unit
for order unit PC, then we need to maintain 1 BOX is equal to 10 PC, so that
while creating PO we can change as per our requirements.
We need to maintain the variable UOM to 1(Active)
UOM in PO
If there is no PIR, then PO automatically takes from
Material master Order unit
If there is no order unit maintained, then PO will
take Base unit of measurement in PO.
If there is PIR, then priority is PIR and then
Remaining.
Price in PO
Price in PIR will be always taken from PIR and if
there is no PIR system will take from Previous PO.
If any data is not available, then we need to enter
the price manually.
Back end settings for Purchase Order
We are creating PO and we know numbers will be
generated automatically or we are defining numbers manually within few ranges,
how?
We have few fields as mandatory and few of them are
Optional, we need to customize the data as per the organization requirements.
In the PO, we have Document type creation, Number
ranges and field selection
We can define the above settings as per our
requirements.
Document Type:
Document types defines type of PO, is it Auto PO,
Standard PO, Service PO, STO PO.
We are defining a new document type in the purchase
order like.
NB is the standard document type and if we are
creating new document we need to create the reference of copy as from NB.
SPRO
Materials Management
Purchasing
(OLME)
Purchase
Order
Define
Document types for the Purchase order
Once we enter path, find for NB document type as
select as Copy as and maintain the new document type and save, we have created
a new document type in the purchase order.
PO Field
selection
We can define a field to be Optional or mandatory,
while we are creating PO the we cant save the PO without entering those fields.
SPRO
Materials Management
Purchasing
(OLME)
Purchase
Order
Define
Document types for the Purchase order
Double click on document type and enter inside to
maintain the field selection, we have fields sorted with group of items like
purchasing data will available in once place.
We have 4 options like hide, Mandatory, Optional,
Display.
Select the fields as per the requirements and save the
document type.
If we have copied 2 documents type from NB, then we
need to create a new reference field in define screen layout.
Once we define new reference field then we need to
assign the new reference field to those new document type.
PO Number
ranges
Number ranges, we have internal and external number
ranges for PO also and please fallow the below path for defining number ranges.
SPRO
Materials Management
Purchasing
(OLME)
Purchase
Order
Define
Number ranges
Please select the interval
and select the internal number ranges and maintain the field number as some new
number and select the ranges of the numbers for internal and external.
Go back to the document type
and there you can find the internal number range and external number range columns
in the respective document type field.
Change the number range
field to number you defined in the number ranges, so that number ranges will
assign automatically.
Note: we have field
reference field in the PO Document type, so we are coping document type from existing
document type. So, we need to maintain a new field reference in the document
type.
First, we need to define a new
field selection number from Field selection (path mentioned above) and we need
to change in the document type, so that everything will work fine.
Back end
settings for Purchase requisition
We are creating PR and we know numbers will be
generated automatically or we are defining numbers manually within few ranges,
how?
We have few fields as mandatory and few of them are
Optional, we need to customize the data as per the organization requirements.
In the PR, we have Document type creation, Number
ranges and field selection
We can define the above settings as per our
requirements.
Document Type:
Document types defines type of PR, is it NB, ZNB,ZNC.
We are defining a new document type in the purchase requisition
like.
NB is the standard document type and if we are
creating new document, we need to create the reference of copy as from NB.
SPRO
Materials Management
Purchasing
(OLME)
Purchase
requisition
Define
Document types for the Purchase requisition
Once we enter path, find for NB document type as
select as Copy as and maintain the new document type and save, we have created
a new document type in the purchase order.
PR and PO remains same
steps, as I mentioned above-Please follow
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