SAP Training - MM Training: Requisitions

 

SAP Training –   MM Training Training –  MM Requisitions

 

 Agenda • Entering • Supply a Requisition • Service

• Changing a Requisition • Displaying a Requisition • Requisition Reporting • Requisition Approval

 

What is a Purchase Requisition? •A torequest procureora instruction quantity oftoaPurchasing 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 MRPreorder when inventory for an item falls by below 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 Who’s ’s pay paying ing for it? 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. s ervice. • 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.

 

It?  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 plant to be and received into inventory, what storage location should it be received to? • If the material isnumber non-inventory, building/room should itto bewhat delivered and who should receive it? • If this is a service, only the plant need be entered.

 

What Additional Information is Needed? • Requisitioner Requisitioner –   –  name  name of the person creating the requisition • Desired Vendor –  Vendor –  vendor  vendor number for the supplier from whom the material or service is to be provided • Purchasing Group –  responsible Group –   responsible buyer for the purchase • Tracking number

 

How Can I Be Sure There’s Enough Money?  Money?  • Requisitioners should first check transaction code ZBUDSTAT_CF

 

How Can I Tell There’s Enough Money?  Money?  Select Overview -> Commitmen Commitmentt Item

2

1

 

How Can I Tell There’s Enough Money?  Money?  You can exists. only spend money where money

 

How Do I Create a Requisition?

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• In SAP, you can gettwo to the requisition create transaction ways: • Use the menu path: • Logistics ->Materials Management -> Purchasing -> Purchase Requisition -> Create

 

How Do I Create a Requisition? -OR• Type ME51N in the Dialog Box.

ME51N

[2]

 

ME51N –  Create ME51N –   Create Requisition • Header

• Item Overview

• Item Detail

 

How is a Supply Requisition Entered? 1

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• Since this requisition is for an item with a material master, the user can key in less information information.. • Enter all numbered fields (6 –  (6 –  optional)  optional)

 

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

this is an indication that a possibleentries list exists. • Click on the icon and the list appears. • Use the wildcard * to facilitate searches in the list.

 

Example of a Search • For purchase requisition, a vendor maya be proposed. If one 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 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 only allows 40 placesthe forrequisition 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? • click in the white text • Double In the text box, go to Insert -> box. Text -> Standard

• Enter Z*. Choose the possible entries button and press Execute.

 

How Do I Use Standard Text? • The list of the possible entries is displayed. Highlight 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….. Finished…..   • The document MUST be saved.

 

How Do I Note Discounts or Surcharges? • Since the requisition is only a does request for purchase, the document 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.

 

If…..  But What Happens If…..  1

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• There are many items on the requisition, all going to the same place with the same account information???

 

If…..  But What Happens If….. 

• But what happens if the information isn’t quite the same…..?  same…..? 

 

Requisition –  Copied Requisition –   Copied Account Assignment

 

Requisition –  Multiple Requisition –   Multiple Account Assignment • Multiple account assignment can split the costs among multiple objects

 

When the Document is Finished….. 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 Change

-OR-

Transaction Code ME52N

 

Changes to Requisitions • Prior to requisition approval or some conversion to purchase order, 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

-ORUse transaction ME53N

 

What Kinds of Reports are Available?

 

Can I Print This Report? • Reports can be printed with this menu path