Info Record

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Title: Create Info Record 11/29/07Functional Area : Supply Management and Logistics

Process : Materials Management

File name: ~BPP_MM_PUR_ME11_CREATE_INFO_RECORD_112907V1.1.DOC

Version: 09 FinalLast Modified: 11/30/2007

Work InstructionPage 1 / 14

Work Instruction

Create Info Record 11/29/07 ME11

Purpose

Use this procedure to create a purchasing info record, which serves as a source of information forPurchasing Agents and all those who create requisitions for SBBC. The info record containsinformation on a specific material and a vendor supplying the material. For example, the vendor’scurrent pricing is stored in the info record.

Trigger

Perform this procedure when a Purchasing Agent determines that an info record regarding aspecific material and vendor supplying the material would be a useful source of information to theDistrict.

Prerequisites

A vendor master and a material master should exist.

Menu Path

Use the following menu path(s) to begin this transaction:

• Select Logistics Material Management Purchasing Master Data Info RecordDouble-click ME11-Create to go to the Create Info Record screen.

Transaction Code

ME11

Helpful Hints

Many fields have a drop down menu to assist with selecting required information (e.g. if you do notknow the vendor number use the drop down menu to search).

The above procedure describes the manual creation of an info record performed by a PurchasingAgent/Buyer/Purchasing Technician. Although, the Info update indicator will always be selectedwhen maintaining purchase orders. Ordering data is recorded and updated automatically in an inforecord when a PO is saved.

One cannot create a new info record for a vendor and material combination that already exists. An

error message will appear.










Create Info Record: Initial Screen

3. As required, complete/review the following fields:

Field Name R/O/C Description

Vendor R A business partner to whom amounts are payable for goodsdelivered or services performed.

Example: 100020

Material R A unique number identifying an item. This number isautomatically assigned by SAP during the initial creation.

Example: 6000023









Purchasing Org. R Organizational unit within Logistics, a purchasing organizationprocures materials and services, negotiates conditions ofpurchase with vendors, and bears responsibility for suchtransactions.

Example: SBBC

Click to search Vendor, Material, or other fields.

Create Info Record: Initial Screen

4. Click .








Create Info Record: General Data



Vendor Mat. No. R Description of the Vendor Mat. No..

Example: AOS242CA

Salesperson R Description of the Salesperson.

Example: Michael SmithTelephone R Description of the Telephone.

Example: 800-333-1030








Create Info Record: General Data

6. Click .








Create Info Record: Purch. Organization Data 1



Pl. Deliv. Time R Description of the Pl. Deliv. Time.

Example: 14

Purch. Group R A person in the Purchasing Department responsible forpurchasing a type of good or service and creating thepurchase order number.

Example: H

Standard Qty R Description of the Standard Qty.

Example: 1









Net Price R Description of the Net Price.

Example: 24.00









8. Click .








Create Gross Price Condition (PB00) : Condition Supplements



Valid to R Validity date of the Fund - End Date.

Example: 06/30/08

CnTy R Description of the CnTy.

Example: RA00Amount R The dollar value of transaction line item(s).

Example: 10








Create Gross Price Condition (PB00) : Condition Supplements

10. Click to return to the previous screen.









11. Click .








Create Info Record: Text Overview



Info record note R Description of the Info record note.

Example: Text in this field is for internal use

and will not print on the PO.








Create Info Record: Text Overview

13. Click .

The system displays the message, "Purchasing Info Record 5300000040 SBBC created."

14. You have completed this transaction.

Result

You have successfully created an Info Record.

Comments

Documents

Info Record