purchase requisition configuration

Purchase Requisition
Configuration
SAP MM
Training Document

SAP MM Training Document - Purchase Requisition Configuration

TABLE OF CONTENTS

TABLE OF SYMBOLS -3-
TYPOGRAPHY -3-
TRANSACTIONS USED -3-
OVERVIEW -4-
REQUIREMENTS -5-
CONFIGURATION -5-
MASTER DATA -5-
ROLES -5-
GLOSSARY -6-
COURSE MATERIALS -7-
1. PURCHASE REQUISITION CONFIGURATION -7-
1.1. DEFINE NUMBER RANGES -7-
1.1.1. MANAGE NUMBER RANGES -9-
1.2. DEFINE DOCUMENT TYPES - 10 -
1.2.1. ALLOWED ITEM CATEGORIES - 12 -
1.2.2. LINK PURCHASE REQUISITION - 13 -
1.3. PROCESSING TIME - 14 -
1.4. RELEASE PROCEDURE - 15 -
1.4.1. SET UP PROCEDURE WITHTOUT CLASSIFICATION - 16 -
1.4.1.1. RELEASE CODES - 17 -
1.4.1.2. RELEASE INDICATOR - 18 -
1.4.1.3. ASSIGN RELEASE INDICATORS - 20 -
1.4.1.4. RELEASE POINTS: PREREQUISITES - 22 -
1.4.1.5. DETERMINATION OF RELEASE STRATEGY - 23 -
1.5. SET UP STOCK TRANSPORT REQUISITION - 25 -
1.5.1. CREATE CHECKING RULE - 26 -
1.5.2. DEFINE CHECKING RULE - 27 -
1.5.3. ASSIGN CHECKING RULE - 29 -
1.6. SET UP AUTHORIZATION RULES FOR G/L ACCOUNTS - 30 -

-2-


TABLE OF SYMBOLS

Icon Meaning

Path to find transaction in SAP Menu/SAP Customizing

Note

Example input data

Prerequisites, configuration, master data or roles needed before working on a
configuration
transaction

TYPOGRAPHY

Icon Meaning
Example text Words or characters that appear on screen. It includes screen names, field texts,
button names, menu names and options.
names
Ex am pl e te x t Words or phrases that the user will type when required.

TRANSACTIONS USED

Transaction Name
OMEW Processing time
OMH7 Define number ranges
OMRO Set up authorization rules for G/L accounts
S_ALR_87002165 Set up procedure without classification
S_ALR_87002168 Define document types
S_ALR_87002192 Create checking rule
S_ALR_87100962 Define checking rule
S_ALR_87100963 Assign checking rule

-3-


OVERVIEW

A purchase requisition is an internal document created before the purchasing process of
a company in which a user petitions a certain quantity of materials or services that will
be available at a certain time and will be used in the company's processes at a certain
time.

Purchase requisition configuration includes number ranges, definition of document
types, user authorizations and release procedures for approval of such document during
the purchasing process. This document can also be used to replace reservations, since
it provides a better tracking of material movement between the company's plants.

At the end of this procedure, users will be able to define how these documents will be
followed up during the purchasing process, as well as how approval strategies will work
according to different parameters in a purchase requisition.

-4-


REQUIREMENTS

CONFIGURATION
Program name Location
Define, copy, delete, SPRO > Enterprise structure > Definition > Logistics - General > Define, copy,
check plant delete, check plant
Carry out overall SPRO > Materials management > Consumption-based planning > Plant
maintenance of plant parameters > Carry out overall maintenance of plant parameters
parameters

MASTER DATA
Data Type Use in
0001 Plant Processing time
D Item category Define document types
FR01 Company code Set up authorization rules for G/L
accounts
FZ01 Field selection key Release procedure
NB Purchase order document type Define document types

ROLES
Business Role Technical Name Function
- - -

-5-


GLOSSARY

Checking rule Examination done to know the availability of a material in a plant for
stock transport requisitions.

Document type Code that identifies and groups purchase requisitions more exactly.

Item category Group that determines how the material will be defined in a purchase
requisition and purchase order. Definition can be such as material number requirement,
account assignment requirement, and stock item management.

Material Requirements Planning (MRP) Tool that helps in the planning of availability
of materials and components by the monitoring of stocks.

Purchase order Formal request from a purchasing organization to a vendor or plant to
supply or provide a certain quantity of goods or services at a certain point of time.

Purchase requisition Requests for purchasing a certain quantity of materials or
services so that it is available at a certain time.

Purchasing process Company's process which consists of the creation of a purchase
order up until the goods receipt of the inventory into the company.

Quotation Pre-sale business process where a business partner confirms the delivery of
a specific quantity of products at a specific time, and at a specific price.

Release indicator Shows the release status of a purchase requisition.

Release procedure Component in which if a purchase requisition fulfills certain
conditions, it goes through an approval process in order to continue further processing.

Release strategy Approach where depending on different criteria of release approval
certain actions will be done by the system.

Workflow Tool to automate complex business processes involving the tasks sequence
performed by the users.

-6-


COURSE MATERIALS

1. PURCHASE REQUISITION CONFIGURATION
UISITION

1.1. DEFINE NUMBER RANGES

To define a purchase requisition's number ranges, follow the path given below:

SPRO > Materials management > Purchasing > Purchase
Menu Path
requisition > Define number ranges
Transaction OMH7

Fig. 1 - Menu path for transaction OMH7.

-7-


The screen shown in Fig. 2 will appear with three options: View intervals, Change
status, Change intervals. To maintain number ranges, click on Change intervals

.

Fig. 2 - Number ranges initial screen.

A new screen, as shown in Fig. 3, will appear with a list of number range intervals
defined. Many intervals can be added for these documents. The table shows the limits
of an interval and, if it is in use, the current number that is being used up to that
moment.

Fig. 3 - Maintain number range intervals screen.

-8-


To add a new interval, click on Interval and a pop-up window will appear
up
requesting the interval's limits and current number.
al's

Fig. 4 - Popup window for inserting intervals.

Insert the following information and press Insert . Click Save to confirm changes.

No. 02
From number 20000000
To number 30000000
Current number 0

1.1.1. MANAGE NUMBER RANGES

To modify a number range, select the interval needed and change its From number and
To number as needed.

To delete intervals, select the needed ranges at the left side of the table and click .

In both cases, click Save to confirm changes and a confirmation message will
onfirm

appear .

-9-


Note Number ranges' lower limits can only be modified during initial
entry or as long as it has not been used.
Entries can only be deleted when ranges have not been used
(Current number is initial).
Current

1.2. DEFINE DOCUMENT TYPES

This transaction will allow the user to create different types of purchase requisition
create r
documents, with its corresponding item intervals, follow-on documents, number range
follow on
intervals and screen selection.

To manage document types, follow the path given below:

SPRO > Materials management > Purchasing > Purchase
Menu Path
requisition > Define document types
Transaction S_ALR_87002168

Fig. 5 - Menu path for transaction S_ALR_87002168.

Prerequisites Number
Number range has been created. Refer to section DEFINE
NUMBER RANGES
RANGES.

- 10 -

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