SAP MM Purchasing End-User Manual-Creating PR for Maintenance & Operations

PROJECT A-SURE

User Training Manual

MATERIAL MANAGEMENT CREATION OF PURCHASE REQUISITION FOR MAINTENANCE &

OPERATION (WITH REFERENCE TO MAINTENANCE OBJECT TYPE)

CUSTOMER: PTCL

IMPLEMENTATION PARTNER: SIEMENS PAKISTAN

Date: 17 November, 2007

Author(s): Siemens Pakistan

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MM‐PUR‐001.02 Creating PR for M&O.doc/001

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Document Number

Document Number Document Date

MM-PUR-001.02 Creating PR for M&O.doc/001 17 November, 2007

Version History

Version Number Version Date Summary of Changes Ref: Minutes of Review

01 / 001 17 November, 2007 NA NA

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TABLE OF CONTENTS

1. LEGEND ..................................................................................................................... 6

2. TRANSACTION ACCESS PATH ............................................................................... 7

2.1. REQUIRED USER INPUT ......................................................................................................... 7 2.2. SAP SCREEN SNAP .............................................................................................................. 7 2.3. DESCRIPTION ........................................................................................................................ 7

3. PURCHASE REQUISITION CREATION SCREEN ................................................... 8

3.1. REQUIRED USER INPUT ......................................................................................................... 8 3.2. SAP SCREEN SNAP .............................................................................................................. 8 3.3. DESCRIPTION ........................................................................................................................ 8

4. DOCUMENT TYPE FOR PURCHASE REQUISITION ............................................ 10

4.1. REQUIRED USER INPUT ....................................................................................................... 10 4.2. SAP SCREEN SNAP ............................................................................................................ 10 4.3. DESCRIPTION ...................................................................................................................... 10

5. ACCOUNT ASSIGNMENT ....................................................................................... 12


6. SHORT TEXT DESCRIPTION ................................................................................. 13


7. QUANTITY ................................................................................................................ 14


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8. UNIT OF MEASURE ................................................................................................. 15


9. PLANT ...................................................................................................................... 16


10. MATERIAL GROUP ............................................................................................... 17

10.1. REQUIRED USER INPUT ..................................................................................................... 17 10.2. SAP SCREEN SNAP .......................................................................................................... 17 10.3. DESCRIPTION .................................................................................................................... 17

11. PURCHASING GROUP.......................................................................................... 18


12. ACCOUNT ASSIGNMENT: WBS ELEMENT ........................................................ 19


13. SEARCH: WBSE NUMBER ................................................................................... 20


14. LIST OF WBSE NUMBERS: MAINTENANCE HEADWISE ................................. 21

14.1. REQUIRED USER INPUT ..................................................................................................... 21 14.2. SAP SCREEN SNAP .......................................................................................................... 21

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14.3. DESCRIPTION .................................................................................................................... 21

15. WBS ELEMENT ..................................................................................................... 22


16. VALUATION PRICE ............................................................................................... 23


17. CHECK DOCUMENT ............................................................................................. 24


18. SAVE BUTTON ...................................................................................................... 25


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1. Legend

ICONS EXPLANATION

Create (F5)

Change (F6)

Display (F7)

Copy (Shift+F9)

Delimit (Shift+F1)

Delete (Shift+F2)

Overview (Shift+F8)

Cancel (F12)

Save (Ctrl+S)

Back (F3)

Exit (Shift+F3)

Cancel screen (F12)

EXAMPLES EXPLANATION

The field is mandatory - it must be filled in order to proceed

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2. Transaction Access Path

2.1. Required User Input Access the transaction screen.

2.2. SAP Screen Snap

2.3. Description To create purchase Requisition you can use following transaction path from SAP Easy Access Menu: Logistics --> Materials Management --> Purchasing --> Purchase Requisition --> Create (ME51N) Alternatively, you can write the transaction code: ME51N in the command field directly.

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3. Purchase Requisition Creation Screen

3.1. Required User Input Initial Screen of Purchase Requisition.


3.3. Description This is the initial screen of Purchase Requisition. Here you will select the Requisition document type, In PTCL Purchase requisition uses following document type relevant to category.

�Development expenditure.

�Customer terminal equipment

�Admin capital expenditure

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�Admin operating expenditure

�Billing and computer expenditure

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4. Document Type for Purchase Requisition

4.1. Required User Input Click on "ListBox" and select the Purchase Requisition Document type: ZR01 PTCL PR Maint. & Ops.


4.3. Description This is the initial screen of Purchase Requisition. Here you will select the Requisition document type, In PTCL Purchase requisition uses following document type relevant to category.

�Development expenditure.

�Customer terminal equipment

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�Admin capital expenditure

�Admin operating expenditure

�Billing and computer expenditure

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5. Account Assignment

5.1. Required User Input Select account assignment 'P' from the drop down list OR Type in manually.


5.3. Description Select the Account assignment Category. If you know the category, you can type manually or You can select from the list. Press F4 key, or click on the highlighted button to call the list.

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6. Short Text Description

6.1. Required User Input Maintain 'short text' field


6.3. Description The Short text field is used to record the Title Description of items which is to be purchased.

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7. Quantity

7.1. Required User Input Maintain 'Quantity' field.


7.3. Description Specifies the quantity to be purchased.

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8. Unit of Measure

8.1. Required User Input Maintain 'Unit' field.


8.3. Description Specifies the unit of measure in which the requested material is to be ordered. If you refer to an existing material, the system uses the base unit of measure from the material master record.

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9. Plant

9.1. Required User Input Maintain 'Plant' field.


9.3. Description Select the Plant code. If you know your plant code, you can type manually. You can select from the list. Press F4 key, or click on the highlighted button to call the list.

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10. Material Group

10.1. Required User Input Click to find/search the Material group. Double click to select the appropriate Material Group.


10.3. Description Click to find/search the Material group. Enter the material group. A material group comprises several materials having the same attributes.

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11. Purchasing Group

11.1. Required User Input Go to Item level filed 'Purchasing Group' and Enter manually or select from list a suitable purchasing group.


11.3. Description Select purchasing group, who are responsible for purchasing activities. In PTCL different purchasing group are responsible for certain purchasing.

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12. Account Assignment: WBS Element

12.1. Required User Input Go to Item Detail tab - Account Assignment & In field 'WBS Element', press 'F4' key to search for your WBSE number.


12.3. Description The purchase requisition for Development Projects will be charged on the Work Breakdown Structure Element (WBSE) numbers. These numbers are defined in similarity to your 'Estimate / Indent' numbers. This can facilitate your search.

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13. Search: WBSE Number

13.1. Required User Input Go to Search option tab 'WBS element: Project definition and description' & Enter "88888*" then press Enter.


13.3. Description In PTCL for phase A1, since NLM-PM is not going live completely therefore all maintenance cost is configured to be charged upon project WBS Elements (as designed by NLM consultant and Functional Coordinators). For this special WBSE numbers starting with '88888' are defined by NLM. To search for your relevant maintenance cost object, maintain '88888' in WBSE field followed by the asterisk sign i.e. ' * '

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14. List of WBSE numbers: Maintenance Head wise

14.1. Required User Input Double click on suitable 'WBSE number' to copy it in Purchase Requisition Field.


14.3. Description The complete list of all maintenance head wise WBSE numbers are displayed.

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15. WBS element

15.1. Required User Input Note that your selected 'WBS Element' number is copied on the WBS Element field.


15.3. Description Verify the selected WBS Element number.

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16. Valuation Price

16.1. Required User Input Maintain field 'Valuation Price'.


16.3. Description Enter the price of the requested material. The price and quantity set out in the purchase requisition determine the value of the purchase requisition item. If a material master record exists for the requested material, the price is automatically taken from the valuation price field. If no material master record exists, you must enter a price when creating the purchase requisition.

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17. Check Document

17.1. Required User Input Click on the 'Check' button & note the warning / error message (if any)


17.3. Description Click the button to check the messages. If purchase requisition has valid and there is no error then it shows 'OK' with Green lights. Other wise in case of Caution/Warning it show Yellow lights. In both cases we can save purchase requisition. Only its stopped in case of error and we can hold the requisition.

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18. Save Button

18.1. Required User Input Click on 'Save' button & Note the document number.


18.3. Description When you complete the processing of Purchase Requisition then save the purchase requisition.

Saving the document generates a 10 digit number for this document which is displayed on the message line.

Documents

SAP MM Purchasing End-User Manual-Creating PR for Maintenance & Operations